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Meeting phoenix-formal-meeting-2026-05-06 complete

2026-05-06 · Formal

Items: 89 / 89

Formal Meeting

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Item text
For Approval or Correction, the Minutes of the Formal Meeting on October 29,

Summary
This item transmits the minutes of the Formal Meeting of October 29, 2025, for review,
correction and/or approval by the City Council.

The minutes are available for review in the City Clerk Department, 200 W. Washington
Street, 15th Floor.

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the City Clerk
Department.








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Item text
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.





ATTACHMENT A




To: City Council Date: May 6, 2026
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:

Ahwatukee Foothills Village Planning Committee

Councilman Kevin Robinson recommends the following for appointment:

Jeff Goswick
Mr. Goswick is a retiree and a resident of District 6. He fills a vacancy for a term to
expire May 6, 2028.

Desert View Village Planning Committee

Councilman Jim Waring recommends the following for appointment:

Scott Flanery
Mr. Flanery is the Community Manager at Arizona Community Management Services
and a resident of District 2. He fills a vacancy for a term to expire May 6, 2028.







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Item text
Liquor License - Bull Shooters - District 1

Request for a liquor license. Arizona State License Application 385448.

Summary

Applicant
Jeffrey Miller, Agent

License Type
Series 6 - Bar

Location
3337 W. Peoria Avenue
Zoning Classification: PSC
Council District: 1

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

The 60-day limit for processing this application is May 18, 2026.

Pursuant to A.R.S. 4-203, consideration may 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
applicant on the City Questionnaire.

I have the capability, reliability and qualifications to hold a liquor license because:
“Bull Shootes has been in business for over 17 years. Staff is well trained responsible,
and knowledgable in liquor laws. There are several employees that are long term
employees.”

Staff Recommendation
Staff recommends approval of this application.

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the City Clerk
Department.








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No supporting documents stored.


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Item text
Liquor License - Pong Pong Chinese Restaurant - District 1

Request for a liquor license. Arizona State License Application 390264.

Summary

Applicant
Rong Li, Agent

License Type
Series 7 - Beer and Wine Bar

Location
3332 W. Bell Road
Zoning Classification: PSC
Council District: 1

This request is for an acquisition of control of an existing liquor license for a restaurant.
This location is currently licensed for liquor sales. This location requires a site plan
amendment and a variance to allow a bar.

The 60-day limit for processing this application is May 16, 2026.

Pursuant to A.R.S. 4-203, consideration may 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
applicant on the City Questionnaire.

I have the capability, reliability and qualifications to hold a liquor license because:
“We operate this restaurant since 1999 with this liquor license. I'm the part owner and
manager of this restaurant during the history of the past experience. We have no any
incident or violation of any kind, so I'm fully capable of operate with this license as
usual, thanks.”

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 Alan Stephenson and the City Clerk
Department.








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No supporting documents stored.


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Item text
Liquor License - Hills Convenience Store - District 1

Request for a liquor license. Arizona State License Application 385760.

Summary

Applicant
Andrea Lewkowitz, Agent

License Type
Series 10 - Beer and Wine Store

Location
3502 W. Union Hills Drive
Zoning Classification: C-2
Council District: 1

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 does not have an interim
permit. This location requires a Use Permit to allow packaged liquor sales.

The 60-day limit for processing this application is May 18, 2026.

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.

Public Opinion
Four letters protesting the issuance of this license have been received and are on file
in the Office of the City Clerk. The letters are from Greater Granville Community Block
Watch 85027 and local residents. They feel that there are sufficient liquor licenses and
that issuing a liquor license at this location will negatively impact the safety and
wellbeing of neighboring communities and schools in the area.

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:
“Applicant is committed to upholding the highest standards to maintain compliance
with applicable laws. Managers and staff will be trained in the techniques of legal and
responsible alcohol sales and service.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“Hills Convenience Store will offer general convenience items, as well as foods,
household goods, and services requested by local customers. Applicant is committed
to maintaining a safe, clean and well-managed business and would lit to offer beer and
wine to customers 21 and over.”

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. Staff gave careful consideration to the
protest letters received, however after reviewing the application in its entirety staff is
recommending approval of this application.

Attachments
Attachment A - Hills Convenience Store - Data
Attachment B - Hills Convenience Store - Map

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the City Clerk
Department.


Liquor License Data: HILLS CONVENIENCE STORE
Liquor License

Description Series 1 Mile 1/2 Mile

Bar 6 3 2

Liquor Store 9 4 1

Beer and Wine Store 10 5 3

Restaurant 12 2 1


Crime Data

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

Property Crimes 64.2 64.54 74.3

Violent Crimes 12.31 8.17 11.57

*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 42 84

Total Violations 74 154


Census 2020 Data 1/2 Mile Radius

BlockGroup 2020 Population Owner Occupied Residential Vacancy Persons in Poverty

6163001 1892 756 53 62

6164001 1508 737 10 136

6164004 935 316 28 61

6182001 2233 625 23 336

6182002 1759 375 45 233

6184001 1492 434 39 381

Average 1601 393 60 177



Liquor License Map: HILLS CONVENIENCE STORE
3502 W UNION HILLS DR




Date: 3/23/2026




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City Clerk Department



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Item text
Liquor License - Picazzo's Healthy Italian Kitchen - District 1

Request for a liquor license. Arizona State License Application 386086.

Summary

Applicant
Jesus Altamirano, Agent

License Type
Series 12 - Restaurant

Location
3890 W. Happy Valley Road, Ste. 169
Zoning Classification: C-2 SP PCD
Council District: 1

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 May 8, 2026.

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.




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 liquor industry for 30 years and have not had any violations. I
currently hold the position of Director of Operations with Picazzo's. Our staff and
managers recently have attended basic and management liquor law training. We are
familiar in the ability to identify obviously intoxicated guests, underage and able to
deescalate disorderly customers if confronted with disorderly customers.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“Our business is a family oriented business and we are well known throughout the
valley for our excellent menu and service as top of the line. This business will attract
addition business to this area since the previous tenant vacatted the premises. Our
business is focused on food rather than alcohol. The business will be an asset to the
area.”

Staff Recommendation
Staff recommends approval of this application.

Attachments
Attachment A - Picazzo's Healthy Italian Kitchen - Map
Attachment B - Picazzo's Healthy Italian Kitchen - Data

Responsible Department
This item is submitted by Deputy City Alan Stephenson and the City Clerk Department.





Liquor License Data: PICAZZO'S HEALTHY ITALIAN
KITCHEN
Liquor License

Description Series 1 Mile 1/2 Mile

Beer and Wine Bar 7 1 0

Liquor Store 9 1 1

Beer and Wine Store 10 3 2

Restaurant 12 2 2


Crime Data

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

Property Crimes 64.2 18.44 36.19

Violent Crimes 12.31 2.78 6.15
*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 41 8

Total Violations 74 11




Census 2020 Data 1/2 Mile Radius

BlockGroup 2020 Population Owner Occupied Residential Vacancy Persons in Poverty

6116001 1252 442 1 0

6116002 1848 595 22 41

6118001 3161 920 25 53

6118002 1477 481 6 35

6118003 854 255 13 32

6118004 1565 582 17 23

6119001 1987 449 11 33

Average 1601 393 60 177




Liquor License Map: PICAZZO'S HEALTHY ITALIAN KITCHEN
3890 W HAPPY VALLEY RD




Date: 4/3/2026




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City Clerk Department



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Item text
Liquor License - The 4th Official FC - District 1

Request for a liquor license. Arizona State License Application 386981.

Summary

Applicant
Nicholas Mitchell, Agent

License Type
Series 12 - Restaurant

Location
3555 W. Pinnacle Peak Road
Zoning Classification: RE-43-SP
Council District: 1

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 May 9, 2026.

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.




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 lifetime resident of Arizona and I have owned a restaurant that had a liquor
license in the past. I have been in the restaurant buisness for over 20 years. I have
completed both Title 4 basic and Title 4 management training within the past 3 years.
We at the The 4th Official have a standing 'No ID, No Sale' alcohol policy that we train
our staff on. We require all servers/bartenders to complete their Title 4 basic training
prior to employment.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“The issuance of this license will serve the community by providing a high-quality
social hub for local sports fans. It will create 5 new jobs and generate local tax
revenue. Our establishment fills a void in the North Phoenix area for a family-friendly
sports environment where adults can enjoy a meal and a drink responsibly while
supporting their favorite teams.”

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
Attachment A - The 4th Official FC - Data
Attachment B - The 4th Official FC - Map

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the City Clerk
Department.





Liquor License Data: THE 4TH OFFICIAL FC
Liquor License

Description Series 1 Mile 1/2 Mile

Beer and Wine Bar 7 3 1

Beer and Wine Store 10 2 1

Restaurant 12 1 1


Crime Data

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

Property Crimes 64.2 20.67 23.77

Violent Crimes 12.31 2.86 3.5
*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 42 6

Total Violations 74 10



Census 2020 Data 1/2 Mile Radius

BlockGroup 2020 Population Owner Occupied Residential Vacancy Persons in Poverty

6118001 3161 920 25 53

6118003 854 255 13 32

6119001 1987 449 11 33

6143001 1104 430 35 12

6145004 1909 510 33 27

Average 1601 393 60 177




Liquor License Map: THE 4TH OFFICIAL FC
3555 W PINNACLE PEAK RD




Date: 3/11/2026




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City Clerk Department



Report

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No supporting documents stored.


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Item text
Liquor License - Trader Joe's #320 - District 2

Request for a liquor license. Arizona State License Application 384880.

Summary

Applicant
Andrea Lewkowitz, Agent

License Type
Series 10 & 10S - Beer and Wine Store with Sampling Privileges

Location
21001 N. Tatum Boulevard, Ste. 1030
Zoning Classification: C-2 DRSP
Council District: 2

This request is for a new liquor license with sampling privileges for a grocery store.
This location was not previously licensed for liquor sales and does not have an interim
permit. This business is currently being remodeled with plans to open in November
2026.

The 60-day limit for processing this application is May 9, 2026.

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.

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:
“Applicant is committed to upholding the highest standards for business and
maintaining compliance with applicable laws. Managers and staff will be trained in the
techniques of legal and responsible alcohol sales and service.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“Trader Joe's is a neighborhood market offering a variety of natural/quality food choice
and products. Opening another location in the Phoenix area, Applicant would like to
offer its customers 21 and over the option of purchasing beer and wine to their
shopping experience.”

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
Attachment A - Trader Joe's #320 - Data
Attachment B - Trader Joe's #320 - Map

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the City Clerk
Department.





Liquor License Data: TRADER JOE'S #320
Liquor License

Description Series 1 Mile 1/2 Mile

Bar 6 12 5

Beer and Wine Bar 7 2 1

Liquor Store 9 3 3

Beer and Wine Store 10 5 3

Restaurant 12 22 16


Crime Data

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

Property Crimes 64.2 54 139.38

Violent Crimes 12.31 2.99 6.79

*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 42 1

Total Violations 74 1




Census 2020 Data 1/2 Mile Radius

BlockGroup 2020 Population Owner Occupied Residential Vacancy Persons in Poverty

6150021 488 100 5 14

6150023 1947 397 143 101

6151001 1413 407 25 11

6152012 6102 515 722 1020

6152022 84 50 30 0

6152023 3418 1016 778 112

Average 1601 393 60 177




Liquor License Map: TRADER JOE'S #320
21001 N TATUM BLVD




Date: 3/13/2026




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City Clerk Department



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Item text
Liquor License - El Patron Liquor - District 3

Request for a liquor license. Arizona State License Application 390055.

Summary

Applicant
Jeffrey Miller, Agent

License Type
Series 9S - Addition of Sampling Privileges for a Liquor Store

Location
1902 W. Cactus Road
Zoning Classification: C-2
Council District: 3

This request is for the addition of Sampling Privileges to 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 May 19, 2026.

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.

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:
“This business has been licensed with a Series 9 liquor store license since 2021. It has
operated in compliance with the Arizona liquor laws. The business is free of violations.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“Sampling will permit the vendors to introduce products that customers may not have
tried previously. After sampling, customers may wish to purchase the products. This
benefits the vendors and customers.”

Staff Recommendation
Staff recommends approval of this application.

Attachments
Attachment A - El Patron Liquor - Data
Attachment B - El Patron Liquor - Map

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the City Clerk
Department.





Liquor License Data: EL PATRON LIQUOR
Liquor License

Description Series 1 Mile 1/2 Mile

Liquor Store 9 4 3

Beer and Wine Store 10 5 1



Crime Data

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

Property Crimes 64.2 99.62 134.39

Violent Crimes 12.31 21.25 31.63

*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 41 72

Total Violations 74 125


Census 2020 Data 1/2 Mile Radius

BlockGroup 2020 Population Owner Occupied Residential Vacancy Persons in Poverty

1036141 1975 651 21 276

1036151 1090 289 32 199

1036152 2422 177 72 601

1039001 1426 532 13 4

1039002 1253 114 23 54

1039003 1851 319 68 618

1044011 2849 510 78 706

1044013 1376 0 70 547

Average 1601 393 60 177



Liquor License Map: EL PATRON LIQUOR
1902 W CACTUS RD




Date: 4/6/2026




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City Clerk Department



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Supporting documents

No supporting documents stored.


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Item text
Liquor License - La Cocina Economica - District 4

Request for a liquor license. Arizona State License Application 385906.

Summary

Applicant
Jesus Altamirano, Agent

License Type
Series 12 - Restaurant

Location
2835 N. 16th Street, Ste. 7
Zoning Classification: C-2
Council District: 4

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

The 60-day limit for processing this application is May 15, 2026.

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.




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 wife and I have previously owned a liquor license in the past, while we obtained
our liquor license for the past 10 years we never received a warning nor violations. We
have always been in good standing. I hope this demonstrates we have qualifications,
reliability, capability in managing an establishment in accordance with all the
regulations.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“If we receive our liquor license we hope to possibly increasing employment
opportunities and will continue to comply with safety standards, including training for
staff in responsible alcohol service to prevent harm.”

Staff Recommendation
Staff recommends approval of this application.

Attachments
Attachment A - La Cocina Economica - Data
Attachment B - La Cocina Economica - Map

Responsible Department
This item is submitted by Deputy City Alan Stephenson and the City Clerk Department.





Liquor License Data: LA COCINA ECONOMICA
Liquor License

Description Series 1 Mile 1/2 Mile

Microbrewery 3 1 0

Bar 6 7 2

Liquor Store 9 4 2

Beer and Wine Store 10 11 3

Restaurant 12 6 1


Crime Data

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

Property Crimes 64.2 140.63 159.23

Violent Crimes 12.31 30.04 45.11

*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 41 161

Total Violations 74 234




Census 2020 Data 1/2 Mile Radius

BlockGroup 2020 Population Owner Occupied Residential Vacancy Persons in Poverty

1106004 1350 265 59 196

1107012 1274 194 61 154

1116021 374 0 46 98

1116022 2191 365 78 589

1116023 1740 67 23 197

1117001 1240 396 65 217

1117002 1143 416 44 64

Average 1601 393 60 177




Liquor License Map: LA COCINA ECONOMICA
2835 N 16TH ST




Date: 4/21/2026




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City Clerk Department



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Item text
Liquor License - Special Event - Aunt Rita's Foundation - District 6

Request for a Series 15 - Special Event liquor license for the temporary sale of all
liquors.

Summary

Applicant
Angela Sherrill

Location
3641 N. 56th Street
Council District: 6

Function
Bake Sale

Date(s) - Time(s) / Expected Attendance
May 29, 2026 - 6 p.m. to 10 p.m. / 100 attendees

Staff Recommendation
Staff recommends approval of this application.

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the City Clerk
Department.








Report

Supporting documents

No supporting documents stored.


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Item text
Liquor License - Copper Collective AZ - District 6

Request for a liquor license. Arizona State License Application 382042.

Summary

Applicant
Jeffrey Miller, Agent

License Type
Series 12 - Restaurant

Location
3603 E. Indian School Road, Ste. B
Zoning Classification: C-2
Council District: 6

This request is for a new liquor license for a restaurant. This location was previously
licensed for liquor sales and does not have an interim permit. This location requires a
Use Permit to allow outdoor dining and outdoor alcohol consumption.

The 60-day limit for processing this application is May 11, 2026.

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.

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 have the Title IV and Management Liquor Law courses, and have an experienced
food and beverage manager. We are committed to maintaining a safe and responsible
environment, and adhering to all local and state laws.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
"Our establishment will bring patrons to this shopping plaza and create local jobs. We
will operate as responsible business owners, and will elevate the shopping plaza by
occupying a vacant suite."

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
Attachment A - Copper Collective AZ - Data
Attachment B - Copper Collective AZ - Map

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the City Clerk
Department.





Liquor License Data: COPPER COLLECTIVE AZ
Liquor License

Description
II Series 1 Mile
I 1/2 Mile
I
Wholesaler
I 4 2 0
I
Bar
I 6 6 3
I
Beer and Wine Bar 7 7 1
I
Liquor Store 9 4 2
I
Beer and Wine Store 10 9 1
I
Restaurant
II 12 32 12
I
Crime Data

I Description
II Average* 1 Mile Average**
II 1/2 Mile Average***


I Property Crimes
I 64.2 181.1
II 114.86
I
I Violent Crimes
II 12.31 20.85
II 10.5
I
*Citywide average per square mile** Average per square mile within 1 mile radius***Average per square mile within ½ mile radius



Property Violation Data

I Description
I Average
I 1/2 Mile Average
I
Parcels w/Violations 42 53
I
I Total Violations 74 85
I




i
Census 2020 Data 1/2 Mile Radius

BlockGroup 2020 Population Owner Occupied I Residential Vacancy
II Persons in Poverty I
II 1 237 375
I 35
II 61
I
1083021 1269 360 68
II 58
I
I 116
1109012 2651 403
I 151 482

I 1109021 2051
I 122 1 84
I 1 26
I 2584
I 472 149 528
1110001 1097
I 117
I 20 93
I
1110002 89 1 325
I 25 43
I
Average
I 1601 393
II 60
I 177
I




Liquor License Map: COPPER COLLECTIVE AZ
3603 E INDIAN SCHOOL RD




-•c:::•• ••••===:::::i••••mi
Date: 3/17/2026
0 0.170.35 0.7 1.05 1.4


City Clerk Department




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Item text
Liquor License - Va Bene Restaurant - District 6

Request for a liquor license. Arizona State License Application 389014.

Summary

Applicant
Tatady Pollard-In, Agent

License Type
Series 12 - Restaurant

Location
4647 E. Chandler Boulevard, Ste. 100
Zoning Classification: C-2
Council District: 6

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. This location
requires a Use Permit to allow patron dancing.

The 60-day limit for processing this application is May 16, 2026.

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.

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, reliable, and fully qualified to hold a liquor license because I am taking
over a business that has been successfully managed by my husband for the past 30
years. During that time, he has operated the establishment responsibly, maintained.
compliance with all liquor laws, and built a strong reputation within the community. I
have been closely involved in the business and understand the day to day operations
and the importance of having the liquor privilege.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“Issuing this license ensures that the community continues to benefit from a familiar,
establishment that provides convenience,consistency, and a safe place for customers.
The business has demonstrated reliability for decades, and I am committed to
upholding the same high standards of safety, compliance, and professionalism that the
community has come to expect."

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
Attachment A - Va Bene Restaurant - Data
Attachment B - Va Bene Restaurant - Map

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the City Clerk
Department.


Liquor License Data: VA BENE RESTAURANT
Liquor License

Description Series 1 Mile 1/2 Mile

Liquor Store 9 2 1

Beer and Wine Store 10 6 2

Restaurant 12 10 6


Crime Data

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

Property Crimes 64.2 47.16 103.18

Violent Crimes 12.31 6.39 14.96
*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 42 11

Total Violations 74 20



Census 2020 Data 1/2 Mile Radius

BlockGroup 2020 Population Owner Occupied Residential Vacancy Persons in Poverty

1167121 2305 158 156 168

1167122 1955 502 15 223

1167123 2662 707 19 5

1167191 1868 555 17 106

1167192 1416 0 74 89

1167194 1373 576 7 92

Average 1601 393 60 177




Liquor License Map: VA BENE RESTAURANT
4647 E CHANDLER BLVD




Date: 3/18/2026




Ü
0 0.170.35 0.7 1.05 1.4
mi

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Item text
Liquor License - Special Event - The Walter Hive (June 20, 2026) - District 7

Request for a Series 15 - Special Event liquor license for the temporary sale of all
liquors.

Summary

Applicant
Dianne Haws

Location
200 W. Monroe Street
Council District: 7

Function
Concert

Date(s) - Time(s) / Expected Attendance
June 20, 2026 - 3 p.m. to 10 p.m. / 750 attendees

Staff Recommendation
Staff recommends approval of this application.

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the City Clerk
Department.








Report

Supporting documents

No supporting documents stored.


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Item text
Liquor License - Special Event - The Walter Hive (July 18, 2026) - District 7

Request for a Series 15 - Special Event liquor license for the temporary sale of all
liquors.

Summary

Applicant
Dianne Haws

Location
200 W. Monroe Street
Council District: 7

Function
Concert

Date(s) - Time(s) / Expected Attendance
July 18, 2026 - 3 p.m. to 10 p.m. / 750 attendees

Staff Recommendation
Staff recommends approval of this application.

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the City Clerk
Department.








Report

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No supporting documents stored.


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Item text
Liquor License - Special Event - The Walter Hive (August 1, 2026) - District 7

Request for a Series 15 - Special Event liquor license for the temporary sale of all
liquors.

Summary

Applicant
Dianne Haws

Location
200 W. Monroe Street
Council District: 7

Function
Concert

Date(s) - Time(s) / Expected Attendance
August 1, 2026 - 3 p.m. to 10 p.m. / 750 attendees

Staff Recommendation
Staff recommends approval of this application.

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the City Clerk
Department.








Report

Supporting documents

No supporting documents stored.


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Item text
Liquor License - Salta - District 7

Request for a liquor license. Arizona State License Application 384108.

Summary

Applicant
Andrea Lewkowitz, Agent

License Type
Series 12 - Restaurant

Location
705 N. 1st Street, Ste. 100
Zoning Classification: DTC - Evans Churchill West
Council District: 7

This request is for a new liquor license for a restaurant. This location was previously
licensed for liquor sales and does not have an interim permit. This business is
currently under construction with plans to open in September 2026.

The 60-day limit for processing this application is May 18, 2026.

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
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 addresse listed.

Pomo Pizza - (Series 12)
2502 E. Camelback Road, Ste. 148 A & B, Phoenix
Calls for police service: 108
Liquor license violations: None

Pomo Pizzeria Napoletana - (Series 12)
705 N. 1st Street, Ste.120, Phoenix
Calls for police service: 5
Liquor license violations: None

Pomo Pizzeria Napoletana - (Series 12)
8977 N. Scottsdale Road, Ste. 502, Scottsdale
Calls for police service: N/A - not in Phoenix
Liquor license violations: None

Rosso Italian - (Series 12)
2 E. Jefferson Street, Ste.113, Phoenix
Calls for police service: 77
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:
“Applicant is committed to upholding the highest standards for business and
maintaining compliance with applicable laws. Managers and staff will be trained in the
techniques of legal and responsible alcohol sales and service.”




The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“Pomo Restaurant Group will introduce Salta, an American-Argentine upsale
restaurant in downtown Phoenix. Salta will offer chef-inspired menu items, including
appetizers, salads, hearty dishes such as duck, pork chops, salmon, steaks, and
homemade pasta. Applicant would like to offer alcoholic beverages to guests 21 and
over as an incident to the delicious dishes served.”

Staff Recommendation
Staff recommends approval of this application.

Attachments
Attachment A - Salta - Data
Attachment B - Salta - Map

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the City Clerk
Department.





Liquor License Data: SALTA
Liquor License

Description Series 1 Mile 1/2 Mile

Microbrewery 3 3 2

Wholesaler 4 1 0

Government 5 7 6

Bar 6 41 22

Beer and Wine Bar 7 10 5

Liquor Store 9 5 2

Beer and Wine Store 10 15 5

Hotel 11 7 4

Restaurant 12 73 39


Crime Data

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

Property Crimes 64.2 264.67 405.41

Violent Crimes 12.31 55.75 83.65

*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 42 61

Total Violations 74 95




Census 2020 Data 1/2 Mile Radius

BlockGroup 2020 Population Owner Occupied Residential Vacancy Persons in Poverty

1130001 2898 331 199 515

1130002 1364 179 221 139

1131001 1929 146 155 743

1131002 2026 50 492 845

1131003 2654 2 355 297

1132021 740 87 52 190

1132022 1347 118 99 594

1132041 1507 221 53 310

1141001 2605 227 111 276

Average 1601 393 60 177




Liquor License Map: SALTA
705 N 1ST ST




Date: 4/22/2026




Ü
0 0.170.35 0.7 1.05 1.4
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Item text
Liquor License - Special Event - Reid and Knight Spaces Inc (June 20, 2026) -
District 8

Request for a Series 15 - Special Event liquor license for the temporary sale of all
liquors.

Summary

Applicant
Sommer Knight

Location
1601 E. Jackson Street
Council District: 8

Function
Concert

Date(s) - Time(s) / Expected Attendance
June 20, 2026 - 8 p.m. to 2 a.m. / 600 attendees

Staff Recommendation
Staff recommends approval of this application.

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the City Clerk
Department.








Report

Supporting documents

No supporting documents stored.


View on Agenda Online ↗

Item text
Liquor License - Special Event - Reid and Knight Spaces Inc (July 18, 2026) -
District 8

Request for a Series 15 - Special Event liquor license for the temporary sale of all
liquors.

Summary

Applicant
Sommer Knight

Location
1601 E. Jackson Street
Council District: 8

Function
Concert

Date(s) - Time(s) / Expected Attendance
July 18, 2026 - 8 p.m. to 2 a.m. / 600 attendees

Staff Recommendation
Staff recommends approval of this application.

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the City Clerk
Department.








Report

Supporting documents

No supporting documents stored.


View on Agenda Online ↗

Item text
Liquor License - Special Event - Reid and Knight Spaces Inc (August 8, 2026) -
District 8

Request for a Series 15 - Special Event liquor license for the temporary sale of all
liquors.

Summary

Applicant
Sommer Knight

Location
1601 E. Jackson Street
Council District: 8

Function
Concert

Date(s) - Time(s) / Expected Attendance
August 8, 2026 - 8 p.m. to 2 a.m. / 600 attendees

Staff Recommendation
Staff recommends approval of this application.

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the City Clerk
Department.








Report

Supporting documents

No supporting documents stored.


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Item text
Liquor License - Special Event - Reid and Knight Spaces Inc (September 4, 2026)
- District 8

Request for a Series 15 - Special Event liquor license for the temporary sale of all
liquors.

Summary

Applicant
Sommer Knight

Location
1601 E. Jackson Street
Council District: 8

Function
Concert

Date(s) - Time(s) / Expected Attendance
September 4, 2026 - 8 p.m. to 2 a.m. / 600 attendees

Staff Recommendation
Staff recommends approval of this application.

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the City Clerk
Department.








Report

Supporting documents

No supporting documents stored.


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Item text
Liquor License - Chevron Extramile 7016 - District 8

Request for a liquor license. Arizona State License Application 384795.

Summary

Applicant
Jaskaran Singh, Agent

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

Location
1113 N. 7th Street
Zoning Classification: C-2
Council District: 8

This request is for a new liquor license with sampling privileges for a convenience
store that sells gas. This location is currently licensed for liquor sales with a Series 10 -
Beer and Wine Store, liquor license. This location requires a Use Permit to allow
packaged liquor sales.

The 60-day limit for processing this application is May 11, 2026.

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.

Public Opinion
One letter protesting the issuance of this license has been received and is on file in the
Office of the City Clerk. The letter is from the Garfield Organization. They feel that
granting this license would further impact the safety, blight, and overall well-being of
the residents in the neighborhood.

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 been in this retail business for more then 20 years.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“Without a community to searve this establishment would not be able to thrive.”

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. Staff gave careful consideration to the
protest letter received, however after reviewing the application in its entirety staff is
recommending approval.

Attachments
Attachment A - Chevron Extramile 7016 - Data
Attachment B - Chevron Extramile 7016 - Map

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the City Clerk
Department.





Liquor License Map: CHEVRON EXTRAMILE 7016
1113 N 7TH ST




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W Pima St 'E Pirna St=-- .;10 � -
-c Cociop-;.h St




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Date: 4/27/2026
N 0 0.170.35 0.7 1.05 1.4
mi

City Clerk Department




Report

Supporting documents

No supporting documents stored.


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Item text
Liquor License - Chula Seafood - District 8

Request for a liquor license. Arizona State License Application 385122.

Summary

Applicant
Jeffrey Miller, Agent

License Type
Series 12 - Restaurant

Location
455 N. 3rd Street, Ste. 1180
Zoning Classification: DTC-Business Core
Council District: 8

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.

The 60-day limit for processing this application is May 17, 2026.

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
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.

Chula Seafood (Series 12)
20581 N. Hayden Road, Ste. 100, Scottsdale
Calls for police service: N/A - not in Phoenix
Liquor license violations: None

Chula Seafood (Series 12)
8015 E. Roosevelt Street, Scottsdale
Calls for police service: N/A - not in Phoenix
Liquor license violations: None

Chula Seafood (Series 12)
100 E. Camelback Road, Ste. 172, Phoenix
Calls for police service: 59
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:
“The owners have other locations in the Valley that have been operating successfully.
All locations will continue to abide by all laws including 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 are a local fish market and restaurant that brings the community together over
their love of fresh high quality seafood.”

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
Attachment A - Chula Seafood - Data
Attachment B - Chula Seafood - Map

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the City Clerk
Department.





Liquor License Data: CHULA SEAFOOD
Liquor License

Description Series 1 Mile 1/2 Mile

Microbrewery 3 2 2

Wholesaler 4 1 0

Government 5 7 4

Bar 6 40 29

Beer and Wine Bar 7 7 6

Liquor Store 9 5 3

Beer and Wine Store 10 13 5

Hotel 11 7 5

Restaurant 12 70 48

Club 14 1 0


Crime Data

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

Property Crimes 64.2 252.12 415.92

Violent Crimes 12.31 53.79 85.45
*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 42 50

Total Violations 74 82




Census 2020 Data 1/2 Mile Radius

BlockGroup 2020 Population Owner Occupied Residential Vacancy Persons in Poverty

1130001 2898 331 199 515

1131001 1929 146 155 743

1131002 2026 50 492 845

1131003 2654 2 355 297

1132021 740 87 52 190

1132022 1347 118 99 594

1132041 1507 221 53 310

1140003 1025 304 49 114

1140004 394 12 24 88

1141001 2605 227 111 276

Average 1601 393 60 177




Liquor License Map: CHULA SEAFOOD
455 N 3RD ST




Date: 3/23/2026




Ü
0 0.170.35 0.7 1.05 1.4
mi

City Clerk Department



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Item text
Liquor License - Ezbachi - District 8

Request for a liquor license. Arizona State License Application 389140.

Summary

Applicant
Kevin Kramber, Agent

License Type
Series 12 - Restaurant

Location
1713 S. Central Avenue
Zoning Classification: C-3
Council District: 8

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. This location
requires a Use Permit to allow outdoor dining and outdoor alcohol consumption.

The 60-day limit for processing this application is May 15, 2026.

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.

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 currently "Agent" on over 230+ liquor licenses in the state of Arizona. Controlling
Person has held ownership in 2 previously issued liquor licenses. Agent & Controlling
Person have disclosed any background issues. All staff have completed Arizona Title
IV Basic liquor 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 are a Japanese and Hibachi full-service sit down restaurant. We want to be able
to offer a full alcoholic beverage menu for our legal age patrons to enhance their dining
experience."

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
Attachment A - Ezbachi - Data
Attachment B - Ezbachi - Map

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the City Clerk
Department.





Liquor License Data: EZBACHI
Liquor License

Description Series 1 Mile 1/2 Mile

Government 5 1 0

Bar 6 6 0

Liquor Store 9 2 0

Beer and Wine Store 10 8 3

Hotel 11 2 0

Restaurant 12 9 3

Club 14 2 0


Crime Data

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

Property Crimes 64.2 105.44 150.63

Violent Crimes 12.31 28.39 41.4
*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 42 106

Total Violations 74 163




Census 2020 Data 1/2 Mile Radius

BlockGroup 2020 Population Owner Occupied Residential Vacancy Persons in Poverty

1142001 938 210 81 167

1149001 2258 98 57 1188

1149002 610 103 12 96

1149003 140 14 0 71

1172003 1045 113 38 288

Average 1601 393 60 177




Liquor License Map: EZBACHI
1713 S CENTRAL AVE




Date: 3/23/2026




Ü
0 0.170.35 0.7 1.05 1.4
mi

City Clerk Department



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Item text
Liquor License - Jobot - District 8

Request for a liquor license. Arizona State License Application 387218.

Summary

Applicant
Jeffrey Miller, Agent

License Type
Series 12 - Restaurant

Location
333 E. Roosevelt Street, Ste. 110
Zoning Classification: DTC - Evans Churchill West
Council District: 8

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 May 11, 2026.

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 the 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.




Public Opinion
No protest of 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 owner has owned and operated a few locations in Phoenix throughout the years.
He will continue to abide by Title 4 Arizona 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:
"This location has been open and operating for several years downtown. We are
changing the dba and reorganizing."

Staff Recommendation
Staff recommends approval of this application.

Attachments
Attachment A - Jobot - Data
Attachment B - Jobot - Map

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the City Clerk
Department.





Liquor License Data: JOBOT
Liquor License

Description Series 1 Mile 1/2 Mile

Microbrewery 3 2 2

Wholesaler 4 1 0

Government 5 7 5

Bar 6 41 15

Beer and Wine Bar 7 10 4

Liquor Store 9 5 2

Beer and Wine Store 10 14 6

Hotel 11 7 3

Restaurant 12 73 29


Crime Data

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

Property Crimes 64.2 266.24 335.45

Violent Crimes 12.31 58.86 70.8

*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 41 75

Total Violations 74 123




Census 2020 Data 1/2 Mile Radius

BlockGroup 2020 Population Owner Occupied Residential Vacancy Persons in Poverty

1130001 2898 331 199 515

1130002 1364 179 221 139

1131001 1929 146 155 743

1131002 2026 50 492 845

1131003 2654 2 355 297

1132021 740 87 52 190

1132022 1347 118 99 594

1132041 1507 221 53 310

1132042 506 63 11 131

1141001 2605 227 111 276

Average 1601 393 60 177




Liquor License Map: JOBOT
333 E ROOSEVELT ST




Date: 3/16/2026




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0 0.170.35 0.7 1.05 1.4
mi

City Clerk Department



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Item text
District 4

Request for a liquor license. Arizona State License Application 382036.

Summary

Applicant
Andrea Lewkowitz, Agent

License Type
Series 6 - Bar

Location
4601 N. 7th Avenue
Zoning Classification: C-3 SAUMSO
Council District: 4

This request is for an ownership and location transfer of a liquor license for a bar. 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 May 12, 2026.

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 the location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at the 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.

Public Opinion
Three valid letters protesting the issuance of this license have been received and are
on file in the Office of the City Clerk. The letters are from local residents who are
concerned with the lack of sufficient parking at the location. They believe that having a
nightclub so close to a residential area will create issues with noise and safety. Three
valid support letters were also received and are on file in the Office of the City Clerk.
The letters are from a local resident, a neighboring business, and the Melrose
Community Alliance. These individuals feel that the owners of the establishment have
worked with neighboring businesses, City departments, and the neighborhood to
address parking and noise issues and further express that opening this business in the
area will provide a safe and inclusive space for members of the community to spend
time.

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:
“Applicant is committed to upholding the highest standards for business and
maintaining compliance with applicable laws. Managers and staff will be trained in the
techniques of legal and responsible alcohol sales and service.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“Barrack's Bar offers a community-oriented space that encourages social connection.
Applicant would like to offer alcoholic beverages to guests 21 and over.”

Staff Recommendation
Staff recommends disapproval of this application based on a Police Department
recommendation for disapproval. The Police Department disapproval is based on the
applicant's liquor license history and subsequent surrender of a bar license in the State
of California for a similar business. Based on this the Police Department believes the
applicant is not capable, qualified or reliable to hold a liquor license. Staff also notes
that 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
Attachment A - Barracks Bar - Data
Attachment B - Barracks Bar - Map
Attachment C - Barracks Bar - Police Recommendation

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the City Clerk
Department.





Liquor License Data: BARRACKS BAR
Liquor License

Description Series 1 Mile 1/2 Mile

Microbrewery 3 1 0

Bar 6 10 6

Beer and Wine Bar 7 12 1

Liquor Store 9 2 0

Beer and Wine Store 10 8 1

Restaurant 12 35 11


Crime Data

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

Property Crimes 64.2 208.49 237.36

Violent Crimes 12.31 41.56 41.18
*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 42 95

Total Violations 74 171




Census 2020 Data 1/2 Mile Radius

BlockGroup 2020 Population Owner Occupied Residential Vacancy Persons in Poverty

1074012 695 104 48 42

1074013 735 245 18 41

1075003 1528 403 81 98

1088021 949 208 91 139

1088022 361 81 17 7

1088023 893 68 77 10

1089011 543 118 143 21

1089012 785 141 30 113

1089023 1182 103 32 311

1089024 621 197 42 0

1171001 1768 158 74 235

1171002 1261 250 104 101

Average 1601 393 60 177




Liquor License Map: BARRACKS BAR
4601 N 7TH AVE




Date: 3/17/2026




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City Clerk Department
Police Department Liquor License Disapproval Recommendation
Application Information
Business Name Barracks Bar District 4
Business Location 4601 N 7th Ave
Applicant Name Richard “Scott” Murchison Series Type 12

The Police Department recommends disapproval of this liquor license application for
the following reasons:




LIQUOR LICENSE DISAPPROVAL FORM
I have reviewed the liquor application for the Barracks Bar located at located at 4601 North
7th Avenue, adjacent to 652 West Hazelwood Street.

The Police Department recommends disapproval of this liquor license application and
believes the applicant is not capable, qualified, and reliable to hold a liquor license based
on the following findings of the investigation.

The applicant, Richard “Scott” Murchison, was previously the owner of The Barracks Bar
located at 67625 E. Palm Canyon Drive in Cathedral City, California. The Phoenix Police
Department received information from California Alcoholic Beverage Control, Supervisor
Agent in Charge Vic Duong #1119 of the Palm Springs District, that during the time Mr.
Murchison was the owner of Barracks Bar in California, there was an approximate 4-month
investigation conducted spanning from November 2023 to February 2024 due to an
anonymous tip informing the agency that there were sexual acts, nudity and lewd behaviors
occurring inside The Barracks Bar. The investigation yielded 66 allegations of lewd conduct
that included sexual acts occurring at The Barracks Bar and pornography being played on
multiple televisions in the establishment. Of the 66 allegations, 36 allegations pertained to
permitted to perform or simulated sex acts, 24 allegations of nudity inside the bar or on the
patio and 3 allegations of the licensee or employee does not present on the patio while
alcohol was being consumed. The lewd acts cited are a violation of California Code of
Regulations (“CCR”) SEC. 143.2(3), 143.3(1)(A), 143.3(1)(B), 143.3(1)(C). If the violations
that Mr. Murchison stipulated to were committed in Phoenix, they would constitute a
violation of Arizona Revised Statutes (“ARS”) 13-1403.A.1 (sexual contact), 13-1403.A.2
(oral sex) and 13-1403.A.3 (sexual intercourse). The Barracks Bar was licensed as a “bar”
not a Sexually Oriented Business. The Cathedral City Police Department reported that
between 2021 and 2024, there were 59 calls for service that included drug overdoses,
fights, loud music, and other sexual related incidents.

Supervisor Agent Duong of the CA Alcoholic Beverage Control indicated that the State of
California Alcoholic Beverage Control intended on revoking Mr. Murchison’s liquor license
(611714), but all parties agreed that Mr. Murchison could sell his liquor license in lieu of
license revocation and fines. Therefore, Mr. Murchison stipulated to the charges and
waived his right to a hearing. This demonstrates a pattern of lack of operational control of
his business and lack of concern for regulations. Therefore, Mr. Murchison has not
demonstrated the capability, reliability, and qualifications to be granted this liquor license.




Police Department Liquor License Disapproval Recommendation
Application Information
Business Name Barracks Bar District 4
Business Location 4601 N 7th Ave
Applicant Name Richard “Scott” Murchison Series Type 12

This recommendation for disapproval is submitted by: Officer C. Butler #7108
SIGNATURES




LIQUOR LICENSE DISAPPROVAL FORM
Administrative Licensing Investigator
Liquor Enforcement Detail Supervisor







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Empire Southwest, LLC

For $172,946.75 in retroactive payment authority for the rental and deployment of a
temporary two-megawatt generator for the Phoenix Convention Center Department to
allow for emergency power while an existing generator was repaired. The existing
generator failed, leaving the West Building, Symphony Hall, backup servers, and the
fire pump system without emergency power. Immediate action was taken to prevent
the loss of fire protection and emergency power in the event of a utility outage. This
expenditure restored critical life-safety and operational systems and ensured
compliance with emergency power requirements by reestablishing backup power while
the existing generator was repaired.








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Arizona Department of Environmental Quality

For $863,000 in payment authority for annual payment of regulatory fees for the Public
Works Department. The City operates and maintains one open landfill, five closed
landfills and two transfer stations that must meet regulatory requirements as mandated
by the Arizona Department of Environmental Quality (ADEQ). ADEQ requires the City
to pay several routine fees including but not limited to landfill and transfer station
registration fees, quarterly landfill fees, storm water permit fees, superfund program
oversight fees, aquifer protection permit administration fees, underground storage tank
fees, and financial assurance fees.








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City of Buckeye

For $1,034,000 in payment authority for Contract 100744 to continue the operation of
the City of Phoenix landfill within the City of Buckeye, for the Public Works
Department. Payment of royalties is based on 7.5 percent of the gate revenue
generated from solid waste received at each transfer station and disposed of at the
State Route (SR) 85 Landfill in Buckeye. The Intergovernmental Agreement requires
Phoenix to reimburse Buckeye for its solid waste collection and disposal fees paid on
behalf of the prison adjacent to the SR85 Landfill.








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United States Environmental Protection Agency

For $150,000 in payment authority for oversight of the 19th Avenue Landfill for the
Public Works Department. The payment is necessary to pay costs to the
Environmental Protection Agency for compliance review and site inspections for the
annual regulatory oversight process and five-year review.








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Central Arizona Project

For $85,475.14 in payment authority for Contract 2014-019 for the Land Use Fee for
the Water Services Department. The payment will fund the renewal for the period of
October 1, 2025, through September 30, 2030, for 24-inch raw water line at Deer
Valley Road and Cave Creek Road.








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Central Arizona Project

For $32,380 in payment authority for Contract 2003-044 for the Land Use Fee for the
Water Services Department. The payment will fund the renewal for the period of
February 14, 2026, through February 13, 2031, for three sewer force mains at Happy
Valley Road.








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Settlement of Claim(s) Arispe v. City of Phoenix

For payment of a judgment in the amount of $40,900, plus statutory interest as
applicable, rendered against the City in Arispe v. City of Phoenix, CV2023-007689, 22-
0466-001, AU, BI, for the Finance Department, pursuant to Phoenix City Code Chapter
42. This is a judgment on a claim involving the Police Department on May 20, 2022.








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Settlement of Claim(s) Gayo v. City of Phoenix

To make payment of up to $42,490, in settlement of claim(s) in Gayo v. City of Phoenix
, CV2024-035948, 23-0941-006, AU, BI, for the Finance Department pursuant to
Phoenix City Code Chapter 42. This is a settlement of a claim involving the Streets
Department on January 14, 2024.








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Settlement of Claim(s) Trejo v. City of Phoenix

For payment of a judgment in the amount of $124,650, plus statutory interest as
applicable, rendered against the City in Trejo v. City of Phoenix, CV2023-007689, 22-
0466-002, AU, BI, for the Finance Department, pursuant to Phoenix City Code Chapter
42. This is a judgment on a claim involving the Police Department on May 20, 2022.








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Call for a Special Meeting and Notice of Legally Required Public Hearings on the
Proposed Fiscal Year 2026-27 Budget for the City of Phoenix - Citywide

Request for the City Council to call for a special meeting on June 3, 2026 at 2:30 p.m.,
for the purpose of considering adoption of the final Fiscal Year (FY) 2026-27 budget for
the City of Phoenix, including Operating Funds, Capital Funds and Reappropriated
Funds, as required by A.R.S. 42-17105. Further request to authorize the City Manager,
or his designee, to schedule the special meeting and all related meetings for
consideration of the FY2026-27 budget for the City of Phoenix as follows:

· Set 2:30 p.m., June 3, 2026, as the time and date of the legally required public
hearing on the adoption of the tentative budget ordinances for the City of Phoenix
for FY 2026-27, including Operating Funds, Capital Funds and Reappropriated
Funds.
· Set 2:30 p.m., June 3, 2026, as the time and date of the public hearing for purposes
of receiving public comments on the proposed 2026-31 Capital Improvement
Program.
· Set 2:30 p.m., June 17, 2026, as the time and date of the legally required public
hearing on the adoption of a Property Tax Levy and Truth in Taxation, if applicable,
and the final adoption of the budget for the City of Phoenix for FY 2026-27,
including Operating Funds, Capital Funds, and Reappropriated Funds.
· Set 10:00 a.m., July 1, 2026, as the time and date of the legally required public
hearing on the adoption of the Property Tax Levy for FY 2026-27.

Summary
In addition to these legally required public hearings, 12 community budget hearings
were held from March 30 through April 16, 2026 for each Council District in locations
throughout the City and in City Council Chambers through a hybrid platform. The
budget hearings were advertised in various local newspapers and online. These
hearings provided residents with multiple opportunities to comment on the proposed
FY 2026-27 budget and were video recorded for viewing on the City’s YouTube page
and on PHXTV. Residents also had the opportunity to provide feedback via phone and
email. All comments were summarized and provided to the City Council.





Responsible Department
This item is submitted by City Manager Ed Zuercher, Deputy City Manager Amber
Williamson and the Budget and Research Department.








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Conduct of Election - Council Election to be Held on November 3, 2026,
Conducted by Maricopa County (Ordinance S-52829) - Citywide

Request to authorize the City Manager, or his designee, to enter into an agreement
with Maricopa County to conduct the City of Phoenix Council Election to be held on
November 3, 2026, in conjunction with the State General Election according to State
law, and authorize payment to Maricopa County not to exceed $300,000. Further
authorize the City Controller to disburse all funds related to this item.

Summary
In August 2018, voters passed Proposition 411, which moved regularly scheduled
-numbered years to be part of the State General Election. Maricopa County will
conduct the election according to State law applicable to the General Election.

The regularly scheduled Council Election will be held on November 3, 2026. In this
election, registered voters who reside in City Council Districts 2, 4, 6 and 8 will elect
Council Members.

This request seeks City Council authorization to permit the City Manager, or his
designee, to enter into an agreement with the Maricopa County Elections Department
to conduct the Council Election by placing the candidate races for Council Districts 2,
4, 6, and 8, and City ballot measures, if any, on the County ballot for the General
Election; to conduct early voting and voting on Election Day; to process and tabulate
the ballots for the election, and to provide unofficial results of all ballots tabulated. This
item authorizes the County Board of Supervisors to designate voting locations and
appoint election board workers for the conduct of the election, as needed.

Voters on the Active Early Voting List (AEVL) will receive notification of the election
and will automatically be sent a ballot by mail unless the voter requests that a ballot
not be mailed. The City will design, print and mail a Publicity Pamphlet, to be paid for
by the City. Households with one or more registered voters will receive the Publicity
Pamphlet, which contains general information about the election, including key dates
related to when early ballots are due and where to find information about voting
locations. The pamphlet will include the official title and text of the City ballot



measures, if any, and any arguments filed supporting or opposing the ballot measures.
Several publications and news releases will be provided throughout the election
process and shared on a variety of platforms, including print and social media. The
estimated total cost of the election including payment to the County and City
expenses, is approximately $450,000.

All election information will be provided in English and Spanish and will be available at
www.phoenix.gov/elections.

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the City Clerk
Department.








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Document Shredding and Destruction Services - IFB 23-043 - Amendment
(Ordinance S-52811) - Citywide

Request to authorize the City Manager, or the City Manager's designee, to execute an
amendment to Contract 158843 with Valley Shredding, LLC dba PROShred for an
assignment to VRC Companies, LLC dba Vital Records Control, a disregarded entity
of Vital Records Holding, LLC. Further request to authorize the City Controller to
disburse all funds related to this item. No additional funds are needed; request to
continue using Ordinance S-50051.

Summary
This contract will provide secured document shredding and destruction services on-
site and off-site Citywide, to safeguard Personal Identifiable Information (PII).

Contract Term
The contract term remains unchanged, ending July 31, 2028.

Financial Impact
The aggregate value of the contract will not exceed $625,000, and no additional funds
are needed.

Concurrence/Previous Council Action
The City Council previously reviewed this request:
Document Shredding and Destruction Services - Contract 158843 (Ordinance S-
50051) on July 3, 2023.

Responsible Department
This item is submitted by City Manager Ed Zuercher and the Finance Department.








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Acceptance and Dedication of Easements for Public Utility Purposes (Ordinance
S-52833) - District 7

Request for the City Council to accept and dedicate easements for public utility
purposes; further ordering the ordinance recorded. Legal descriptions are recorded via
separate recording instrument.

Summary
Accepting and dedicating 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)
Maricopa County Recording: 20260169145
Date: March 24, 2026
Applicant and Grantor: Dunn-Edwards Corporation; its successor and assigns
Purpose: Public Utility
Location: north of the northwest corner of S. 67th Avenue and W. Buckeye Road
APN: 104-16-002B
File: FN 250045
Council District: 7

Easement (b)
Maricopa County Recording: 20260169147
Date: March 24, 2026
Applicant and Grantor: Milton Brown Properties, L.P.; its successor and assigns
Purpose: Public Utility
Location: 710 S. 67th Avenue
APN: 104-16-002C
File: FN 250045
Council District: 7

Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Planning and
Development and Finance departments.





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Acceptance of Easements for Drainage, Water and Sewer Purposes (Ordinance
S-52827) - Districts 3 & 6

Request for the City Council to accept easements for drainage, water and sewer
purposes; further ordering the ordinance recorded. Legal descriptions are recorded via
separate recording instrument.

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)
Maricopa County Recording: 20260147869
Date: March 13, 2026
Applicant: PV Living Owner, LLC; its successor and assigns
Purpose: Water and Sewer
Location: 12900 N. Tatum Boulevard
APN: 167-25-152
File: FN 260002
Council District: 3

Easement (b)
Maricopa County Recording: 20260150067
Date: March 16, 2026
Applicant: Michael Potts Trust dated 8/19/2020; its successor and assigns
Purpose: Drainage
Location: 1955 E. Aurelius Avenue
APN: 164-27-001C
File: FN 260005
Council District: 6

Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Planning and
Development and Finance departments.





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Occupational Physical Therapy Services Contract RFP PS-26-0006 - Request for
Award (Ordinance S-52814) - Citywide

Request to authorize the City Manager, or his designee, to enter into a contract with
Arizona Therapy Providers, LTD dba PTPN to provide a network of occupational
physical therapists for the Human Resources Department's Workers' Compensation
Program. Further request to authorize the City Controller to disburse all funds related
to this item.

Summary
The Occupational Physical Therapy Services agreement will allow the City to receive
discounted rates by using the contract's network of physical therapy providers for the
Workers' Compensation Program. Administrative services provided by the contractor
include, but are not limited to, providing an extensive network of physical therapy
clinics throughout the metropolitan Phoenix area with extended service hours,
ensuring all therapists are properly licensed, scheduling initial evaluation for referrals
within one business day, monitoring the necessity of services through independent
utilization review and auditing to ensure the contracted percentage of savings is
received.

This item has been reviewed and approved by the Information Technology Services
Department.

Procurement Information
A Request for Proposal procurement was processed in accordance with City of
Phoenix Administrative Regulation 3.10.

Two vendors submitted proposals deemed responsive and responsible. An evaluation
committee of City staff evaluated those offers based on the following criteria with a
maximum possible point total of 1,000 points:

Qualification and Experience (0-350 points)
Method of Approach (0-300 points)
Fee Schedule (0-350 points)




After reaching consensus, the evaluation committee recommends award to the
following vendor:

Arizona Therapy Providers, LTD dba PTPN - 944 points.

Contract Term
The contract will begin on or about July 1, 2026, for a five-year term with no options to
extend.

Financial Impact
The Workers' Compensation third-party administrator, under a separate contract,
manages all claims and pays the Occupational Physical Therapy contractor. Funding is
available in the City's Workers' Compensation Trust Fund.

Responsible Department
This item is submitted by Deputy City Manager David Mathews and the Human
Resources Department.








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Approving the Memorandum of Understanding Between the City of Phoenix and
Laborers' International Union of North America, LIUNA Local 777 (Unit 1)
(Resolution 22371) - Citywide

The City of Phoenix has met and conferred with Laborers' International Union of North
America, LIUNA Local 777 (Unit 1) in accordance with the terms of Section 2-218 of
the City Code, and a Memorandum of Understanding (MOU) has been approved by
the organization's membership. A copy of the proposed MOU has been filed with the
City Clerk and an opportunity for public comment was conducted at the April 22, 2026,

The following is a compensation summary in the proposed MOU:

Year 1:
Ongoing 2.0 percent base wage
Non-Continuous $500 for each full-time employee and $250 for each part-time
employee
Non-Continuous $599 for each full-time employee and $100 for each part-time
employee

Year 2:
Ongoing 0.5 percent base wage
Non-Continuous $934 for each full-time employee and $100 for each part-time
employee

Responsible Department
This item is submitted by Deputy City Manager David Mathews and the Human
Resources Department.





Attachment A




MEMORANDUM OF UNDERSTANDING

2026 – 2028

BETWEEN

LABORERS' INTERNATIONAL UNION

OF NORTH AMERICA,

LOCAL 777, AFL-CIO

AND

CITY OF PHOENIX

REPRESENTING FIELD UNIT I EMPLOYEES




TABLE OF CONTENTS

ARTICLE 1: RIGHTS ............................................................................................................................ 5
Section 1-1. Purpose ............................................................................................................................. 5
Section 1-2. Recognition ....................................................................................................................... 5
Section 1-3. City and Department Rights ........................................................................................... 6
Section 1-4. Union Rights ..................................................................................................................... 6
Section 1-5. Rights of Unit Employees ............................................................................................. 17
Section 1-6. Prohibition of Strikes and Lockouts ............................................................................. 24
Section 1-7. New Positions / Classifications .................................................................................... 24
ARTICLE 2: GRIEVANCE / ARBITRATION / LABOR MANAGEMENT ................................... 25
Section 2-1. Grievance Procedure .................................................................................................... 25
Section 2-2. Labor-Management Committee ................................................................................... 30
Section 2-3. Bargaining Unit Work .................................................................................................... 31
Section 2-4. Health and Safety Committee ...................................................................................... 32
Section 2-5. Public Outreach & Public/Employee Safety Cross Training .................................... 33
Section 2-6. Laborers’ Apprenticeship Projects .............................................................................. 33
ARTICLE 3: COMPENSATION / WAGES ...................................................................................... 35
Section 3-1. Wages.............................................................................................................................. 35
Section 3-2. Productivity Enhancement Pay .................................................................................... 36
Section 3-3. Overtime .......................................................................................................................... 38
Section 3-4. Call-Out Pay ................................................................................................................... 40
Section 3-5. Out-Of-Class Pay ........................................................................................................... 40
Section 3-6. Pesticide Applicator Differential ................................................................................... 41
Section 3-7. Shift Differential Pay ...................................................................................................... 42
Section 3-8. Weekend Shift Differential Pay .................................................................................... 42
Section 3-9. Stand-By Pay .................................................................................................................. 42
Section 3-10. Show-Up Time ............................................................................................................. 43
Section 3-11. Jury Duty Pay ............................................................................................................... 43
Section 3-12. Deferred Compensation Program ............................................................................. 44
Section 3-13. Sick Leave Conversion at Retirement ...................................................................... 44
ARTICLE 4: HOURS OF WORK / WORKING CONDITIONS ..................................................... 45
Section 4-1. Hours of Work................................................................................................................. 45
Section 4-2. Rest and Lunch Periods................................................................................................ 47
Section 4-3. Clean-Up Time ............................................................................................................... 47
Section 4-4. Seniority........................................................................................................................... 48
Section 4-5. Transfer Program ........................................................................................................... 48
Section 4-6. CDL Renewal ................................................................................................................. 48
ARTICLE 5: BENEFITS...................................................................................................................... 49
Section 5-1. Employee Assistance .................................................................................................... 49
Section 5-2. Health and Dental Insurance........................................................................................ 49
Section 5-3. Life Insurance ................................................................................................................. 50



Section 5-4. Long Term Disability Insurance ................................................................................... 51
Section 5-5. Holidays, Vacation Pay, Family Leave, and Leave Donations ............................... 51
Section 5-6. Tuition Reimbursement ................................................................................................. 55
ARTICLE 6: MISCELLANEOUS ....................................................................................................... 57
Section 6-1. Saving Clause ................................................................................................................ 57
Section 6-2. Copies of MOU ............................................................................................................... 57
Section 6-3. Aid to Construction of Provisions of MOU.................................................................. 57
Section 6-4. Part-Time Employees .................................................................................................... 58
Section 6-5. Term and Effect of MOU ............................................................................................... 58




PREAMBLE

Whereas the well-being and morale of employees of the City are benefited by providing
employees an opportunity to participate in the formulation of policies and practices
affecting the wages, hours and working conditions of their employment; and

Whereas the parties hereby acknowledge that the provisions of this Memorandum of
Understanding (hereinafter “Memorandum”) are not intended to abrogate the authority
and responsibility of City government provided for under the statutes of the State of
Arizona or the charter or ordinances of the City except as expressly and lawfully modified
herein; and

Whereas the parties agree that the Phoenix Employment Relations Board (PERB) unit
certification reflects that there exists a clear and identifiable community of interest among
employees covered by this Memorandum; and

Whereas the parties, through their designated representatives, met and conferred in good
faith pursuant to the Meet and Confer Ordinance in order to reach agreement concerning
wages, hours, and working conditions of employees in Field Unit I; and

Whereas it is understood by the parties that any hours or fractions of hours spent outside
the employee's work shift in pursuit of rights and benefits provided by this Memorandum,
shall not be counted as hours or time worked for the purpose of calculating and paying
overtime;

Now therefore, the City of Phoenix, hereinafter referred to as the "City" and Laborers’
International Union of North America, Local 777, AFL-CIO, hereinafter referred to as the
"Union", having reached this complete agreement concerning wages, hours and working
conditions for the term specified, the parties submit this Memorandum to the City Council
of the City of Phoenix with their joint recommendation that the body resolve to adopt its
terms.




ARTICLE 1: RIGHTS

Section 1-1. Purpose

It is the purpose of this Memorandum of Understanding (hereinafter "MOU") to continue
and maintain harmonious relations, cooperation and understanding between the City and
its employees; and to set forth the full and entire understanding of the parties reached as
a result of good faith meeting and conferring regarding wages, hours, terms and
conditions of employment of the employees covered hereby, which understanding the
parties intend jointly to submit and recommend for approval and implementation to the
Mayor and City Council.



Section 1-2. Recognition

The City of Phoenix recognizes Laborers’ International Union of North America, Local
777, AFL-CIO, (hereinafter "Union") as the sole and exclusive meet and confer agent
pursuant to the Meet and Confer Ordinance for all regular employees in positions as
certified or hereafter certified by the Phoenix Employment Relations Board (PERB) as
constituting Field Unit I. This includes the following positions in Unit I:

All regular full-time and part-time field employees employed by the following City of
Phoenix Departments: (1) City Clerk – Mail Room, (2) Human Services – Laborers, (3)
Parks & Recreation – Division Operations, Sports and Turf Management, Specialized
Maintenance, and Aquatics Division, (4) Public Works – Solid Waste Collections and
Disposal Divisions, Landfill Operations and Transfer Stations, and (5) Street
Transportation – Street Maintenance Division, Sign Manufacturing, Street Marking and
Parking Meter Sections.

Whenever any words used herein in the masculine, feminine or neuter, they shall be
construed as though they were also used in another gender in all cases where they would
so apply.

The City will notify the Union, in writing, 30 calendar days in advance before any new
position or classification is placed permanently within Unit 1. The parties agree to consult
on the inclusion or exclusion of new classification(s) in Unit I and will thereafter refer any
such matter to PERB for appropriate action.

If any conflict exists between the language in the Administrative Regulations or
employment/department rule and the language of this MOU, the MOU shall prevail.


Section 1-3. City and Department Rights

A. The Union recognizes that the City has and will continue to retain, whether exercised
or not, the sole and exclusive right to operate, administer and manage its municipal
services and work force performing those services in all respects except as expressly
modified by this MOU.

B. The City Manager and Department Heads have and will continue to retain exclusive
decision-making authority on matters not officially and expressly modified by specific
provisions of this MOU, and such decision making shall not be in any way, directly or
indirectly, subject to the grievance procedure contained herein.

C. The exclusive rights of the City shall include, but not be limited to, the right to
determine the organization of City government and the purpose and mission of its
constituent agencies, to set standards of service to be offered to the public, and
through its management officials to exercise control and discretion over its
organization and operations, to establish and effect Administrative Regulations and
employment rules and regulations, consistent with law and the specific provisions of
this MOU to direct its employees, to take disciplinary action for just cause, to relieve
its employees from duty because of lack of work or for other legitimate reasons
(examples include, but are not limited to, At-Home Administrative Work Assignments,
pending return-to work drug test, non-paid leave status, etc.), to determine the
methods, means and personnel by which the City's services are to be provided,
including the right to schedule and assign work and overtime, and to otherwise act in
the interest of efficient service to the community. Nothing herein shall be construed to
diminish the rights of the City under the Meet and Confer Ordinance.



Section 1-4. Union Rights

It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the City to count as time worked, any hours or
fractions of hours spent outside the employee’s work shift in pursuit of benefits
provided by this Article. The City shall count as time worked any hours or fractions
of hours spent within the employee’s regular work shift.

No employee shall suffer reprisal for the exercise of rights granted by this MOU.




The City of Phoenix and the residents it serves benefit from harmonious and
cooperative relationships between the City and its employees. LIUNA Local 777, as the
authorized representative, has the exclusive right to serve as the meet-and-confer
representative, has the exclusive right to serve as the meet-and-confer
representative of all Unit employees, as certified by the Phoenix Employment
Relations Board.

A. Authorized Unit Employee Representatives

The Union agrees that up to 3 bargaining Unit members (“Authorized Unit
Employee Representatives”) of LIUNA Local 777 (the Union) will perform
activities that provide a clear, measurable benefit to City operations. Authorized
Unit Employee Representatives are subject to Administrative Regulations. The
City will pay these employees’ full-time fringe benefits (including pension
benefits). Authorized Unit Employee Representatives shall suffer no reprisal
with regard to their original position, location or schedule by seniority for
performing activities as Authorized Unit Employee Representatives under this
section and upon return to their regular City duties, the Unit employee shall be
reinstated to their original position, location, and schedule by seniority. The City
has determined that Authorized Unit Representatives will be released to perform
the following activities that confer a public benefit and serve a public purpose
by directly advancing City operational interests (“City Business Time”):

1. In coordination with management, Authorized Unit Employee
Representatives will attend City-directed meetings, seminars, training
classes, and workshops, to help bargaining unit employees better
understand City policies, programs, and practices, conflict resolution,
and labor-management partnerships.

2. Authorized Unit Employee Representatives will facilitate effective
communication between employees and management to ensure the
safe and efficient delivery of services and to develop a heightened
degree of labor-management cooperation.

3. In coordination with management, Authorized Unit Employee
Representatives will assist with the development, promotion,
implementation, and communication of new, revised, or updated
programs and/or policies to the broader City workforce that are
members of the bargaining unit in order to streamline service delivery
and facilitate timely implementation of changes in policies or



programs. Changes in safety or security policies and procedures will
take priority over other changes.

4. In coordination with management, as a means of achieving a healthier
workforce and driving down workers compensation and healthcare
costs, and the use of sick leave, Authorized Unit Employee
Representatives will assist bargaining unit members with
understanding and coordinating benefits.

5. With the goal of driving down medical costs while providing
appropriate medical benefits, Authorized Unit Employee
Representatives will participate directly and assist the City with
benefit evaluations, which will include serving on the Citywide Health
Care Task Force.

6. To ensure City resources are well coordinated, and upon direction
from the City and consent of the Union, Authorized Unit Employee
Representatives will participate in, and serve as members of, various
City task forces and committees.

7. Authorized Unit Employee Representatives will represent bargaining
unit members in critical incidents at the time of such incidents (e.g., a
personal injury suffered on the job).

8. In coordination with management, Authorized Unit Employee
Representatives will participate in City-sponsored community
projects.

9. As a means of enhancing employee performance, Authorized Unit
Employee Representatives will assist members in understanding and
following work rules, rights, obligations, and responsibilities

10. As a means of controlling administrative and litigation costs
associated with employee matters in a large and complex City, with
the goal of resolving matters at the earliest possible stage, and in
coordination with management, Authorized Unit Employee
Representatives will assist bargaining unit members and management
in matters related to employer-employee relations.




11. In coordination with management, and to enhance workplace safety
efforts, Authorized Unit Employee Representatives will participate in
safety programs and compliance initiatives.

12. In coordination with department management and to enhance safety,
efficiency and delivery of City services, Authorized Unit Employees
agree to investigate, study and develop suggested solutions and
resolution of workplace issues including work assignments,
workplace conflicts and disagreements raised by either the City of unit
employees.

13. In coordination with management and to enhance efficiency and
delivery of City services and retention of employees and to lower rates
of turnover of City employees, Authorized Unit Employees will assist
in helping unit employees and the City understand and develop
reasonable expectations for employees, working with department
management to develop Performance Management Guide (PMG)
goals, assisting unit employees and management in reviewing and
developing expectations and compliance with PMG processes.

14. In coordination with management, Authorized Unit Employee
Representatives will participate in other activities specifically
requested or approved by the City Manager or designee.


The City Manager may permit Authorized Unit Employee Representatives to
perform other activities that will provide a direct and measurable benefit to
the City.


B. Authorized Employee Representatives

Authorized Employee Representatives are prohibited from participating in
any political activity during City Business Time unless specifically
requested by the City Manager or designee. Authorized Employee
Representatives shall not engage in any of the following activities (“Union
Business Work”) during City-paid time and must take leave (“Union
Business Time”) to engage in such activities during the regular work
schedule:




1. Union legislative lobbying or political activity. This includes participating
in the preparation or distribution of legislative proposals.

2. Union Organizing. This includes preparing and/or distributing union
organizing materials.

3. Represent employees in Civil Service hearings.



4. Bargaining/Negotiations. This includes any matters deemed mandatory
subjects of bargaining.


5. Representation in grievance arbitrations unless requested by the City.


6. The Union agrees the City will bear no costs for transportation, office
space, office supplies, administrative support, and liability coverage for acts
or omissions of Authorized Employee Representatives while on non-City
Business.


C. Reporting and Accountability of Authorized City Business Time


The Union shall submit monthly activity logs and progress reports to the
Human Resources Director or designee documenting the City Business of
the Authorized Employee Representatives and any leave used by the
Authorized Employee Representatives. The parties shall agree on the format
of the logs and progress reports.


The Authorized Employee Representatives will advise the City of the days
and hours they are available and intend to spend on City Business Time and
shall submit leave slips for any time used for Union Business Time on forms
agreed to by the parties, and shall submit leave slips for other personal leave
in accordance with City absence policies.


If the Authorized Employee Representative performs Union Business work
during his or her regular work schedule, such time shall be considered Union
Business Time, which shall be funded through voluntary Unit member



donations collected in a Bank of Release hours or by direct reimbursement
to the City.


The City has the right to audit and challenge submitted logs. Such
challenges shall be provided to the Union, in writing, explaining the factual
basis of the challenge and proposed resolution. In the event there is
disagreement, either party may request to meet and discuss the matter. Any
unresolved dispute shall be processed as a Union Grievance in accordance
with the provisions of Article 2 of this MOU. Grievance Resolution may
include the Union reimbursing the City for activities not deemed City
Business under this Agreement within 45 calendar days of final resolution
by the City Manager.


The Union and City each agree to fully cooperate with periodic audits of the
hours and activities worked by Authorized Employee Representatives and
resolution of any disputes arising therefrom. Audits shall be conducted on a
timely basis and limited to a reasonable period. Reconciliation will be made
quarterly.


The Union agrees to reimburse the City of Phoenix for the equivalent salary
costs plus fringe benefits on or before the last day of July each MOU year.

D. Union Stewards

The Union may designate 45 Union members as site stewards and shall notify the
Labor Relations Administrator of such designations. There shall be no obligation
on the City to change or adjust normal departmental scheduling or assignments of
personnel because of such designations although the City shall confer on this
issue if requested.

Stewards doing work on behalf of the Union, outside of their home
department, must utilize the Union Bank of Release Hours.


1. Union designated representatives shall be admitted to the buildings and grounds
of the City for the purpose of City Business Time and for other official Union
business, so long as such will not, in any manner, interfere with any work operation
or the safety and security of any work site. Such representatives will check in with



the supervisor involved and will be required to comply with the existing
operational and safety regulations and procedures as directed by the supervisor.

2. Consistent with the MOU, and in the sole discretion of the City Manager or
designee, the City Manager or designee may authorize Unit members in
advance in writing to engage in lawful Union related activities during City work
hours on a non-paid basis.

3. City Business Time may only be used for activities expressly authorized under
this Section. The City reserves the right to deny approval of a request to use City
Business Time for activities not consistent with the terms and conditions of
this MOU. The City shall not arbitrarily deny requests for use of City Business
Time for activities that provide a clear, measurable benefit to City operations,
such as improving employee safety or productivity, achieving cost savings,
improving regulatory compliance, and helping employees understand and
exercise their rights and responsibilities.

E. Apprenticeship Programs

There will be up to $20,000 per MOU year to be used towards LIUNA Local
777-City of Phoenix Apprenticeship Programs to purchase training
materials, uniforms, promotional outreach materials, instructional activities
such as schools and workshops, and any other activity approved by the
Human Resources Director or his/her designee for Unit employees approved
to participate in the Apprenticeship Programs. To help pay for the expenses
incurred, the City shall contribute $20,000 in one lump sum in the first pay
period of each MOU year. As part of City management of this fund, the Union
will document the nature of the expenditures made for each Unit employee
approved to participate in the Apprenticeship Programs. The City Auditor
Department may conduct an audit of the funds designated for the
Apprenticeship Programs periodically. Any payments not adequately
supported by the documentation of expenses, or payments made for
activities outside the scope of this agreement, will be returned to the City.

At the discretion of the City, any money not expended on the Apprenticeship
Programs at the end of each fiscal year may be carried over to the next year
for continued use in these programs.

F. Requests for City Business Time

1. A designated union site steward who wishes to use City Business Time
must submit a request as soon as the need is known, but no later than 72


hours in advance of the time requested. Labor Relations may grant
exceptions to this requirement to the Union in writing; such requests will
not be arbitrarily denied. Requests for City Business time will be
approved only if the activity is listed in this section of the MOU or is pre-
approved by the City Manager or designee in writing and is documented
as providing a measurable operational benefit to the City.

2. If a request for City Business Time is denied and the designated union
steward or any Union officer believes that the activity for which time was
requested has a clear, measurable benefit to City operations, such as
improving employee safety, efficiency, productivity, cost savings,
regulatory compliance, helping employees understand and exercise their
rights and responsibilities, the designated union steward may first appeal
that denial to the Labor Relations Division or Human Resources Director,
who will promptly make a determination. If the Union continues to
disagree with the determination, it may submit a grievance which shall be
processed as a Union Grievance in accordance with the provisions of
Article 2 of this MOU.

G. New Employee Orientation

The Human Resources Department will notify the Union when orientation
sessions involving new unit employees are scheduled. The Union shall be
invited to attend new employee orientation (NEO) sessions to inform new
unit employees of their rights under the Code and this MOU and answer any
questions directed to the Union.

Such opportunity shall be afforded the Union during the NEO sessions
conducted by the Human Resources Department, and individual department
NEO sessions.

H. International and Union Representatives

Accredited International and appropriately designated Local
representatives shall be admitted to the buildings and grounds of the City
during working hours for legitimate Union purposes including providing
representation to employees, so long as such will not interfere with any
work operation or the safety and security of any work site. Such
representatives will check in with the supervisor involved and will be
required to conform to the safety regulations of the work site. Non-City
personnel will be identified to the department director or designee prior to
entering restricted City areas.


I. Payroll Deductions

1. The City shall deduct from the first and second pay warrants of Union members,
in each month, the regular periodic Union membership dues and regular periodic
Union sponsored insurance premiums pursuant to the City's deduction
authorization form duly completed and signed by the employee and transmit such
deductions monthly to the Union no later than the 14th day following the end of the
pay period in which the deduction occurs, along with an alphabetical list of all
employees for whom deductions have been made. Such deductions shall be made
only when the Union member's earnings for a pay period are sufficient after other
legally required deductions are made.

2. Authorization for membership dues deductions herein shall remain in effect during
the term hereof unless revoked by the employee. Revocation of deductions shall
be accepted by the City only during the first week of July or January to be effective
the following payroll period. The City will notify the Union of any revocations
submitted to it.

3. The City shall not make dues deductions for unit employees on behalf of any other
employee organization (as defined in the Meet and Confer Ordinance), during the
term of this MOU. At each scheduled Labor Management Committee meeting,
the City shall provide to the Union a list of any exceptions to this provision
arising from transfers between any other Unit.

4. It is agreed that the City assumes no liability except for its gross negligence on
account of any actions taken pursuant to this section. The City will, however, as
promptly as technically possible, implement changes brought to its attention. The
City shall, at the written request of the Union during the term of this agreement,
make changes in the amount of deduction hereunder for the general membership,
provided cost for implementing such changes shall be reimbursed by the Union.

J. Facilities and Services

1. Union Materials
The Union may distribute material which is not abusive of any person or
organization, which does not violate Administrative Regulation (A.R.) 2.16, and
which is not disruptive of the City’s operation. Materials may be posted or
distributed on the City's premises (buildings and grounds) before and after
scheduled working hours or in non-work areas during scheduled work hours




provided both the employee distributing and the employee receiving such material
are on their own time.

2. Bulletin Boards
The City shall provide the Union with bulletin board space for its sole and exclusive
use in communicating with its members at mutually agreeable locations. All
bulletin boards will be kept updated with material that is current and up to date.


K. List of Unit Employees

Upon the Union’s filing of a Third-Party Data Sharing agreement with the HR
Department, the City shall provide electronically, at no cost, a list of unit employees
which includes the following: Emp ID, First Name, Last Name, Initial, Deduct, Service
Date, Dept ID, Department, Job Title, Job Locator Code, Mailing Address, City, State,
Zip, Home Phone, Work Phone, active Union deduction, and a monthly list of
employees added that month to Unit 1.

Any and all information furnished by the City shall be used by the Union solely for the
purpose of communicating with unit employees, other legitimate union purposes, and
shall not be shared with any other individual or organization.

L. Information Requests
Upon written request from the Union, the City will provide specific information from an
employee’s personnel files pertinent to a written grievance, arbitration case or civil
service appeal. The City will also provide all pertinent collective bargaining information
requested by the Union. The information will be supplied to the Union at no charge.

M. Interview Panel
In accordance with the City’s selection and interview process guidelines and at
management’s request, Union Designated Employees will participate in City Selection
processes.

N. Labor Management
For a unit employee whose regular shift is other than day shift, there will be flexibility
in changing his, her or their normal work hours for the purposes of attending official
Labor-Management meetings called by or with the concurrence of the Department
Head or designee. There shall be a 48-hour notice to the affected Department to
ensure proper coverage.




O. City Email

The City shall send union-requested communication using the City Email System
using the following procedures:

Processing Guidelines

• Requests for email distribution must be submitted by the LIUNA Local 777
Business Manager or their designee from the labor group to the Labor Relations
email address (labor.relations@phoenix.gov).
• Labor Relations will review the email content to ensure compliance with the
guidelines noted below.
• Labor Relations will distribute compliant emails to unit members within 5 business
days.
• A limit of one email per month, per labor group will be distributed. Exceptions will
be reviewed by Labor Relations.
• Emails will only be distributed to the corresponding unit members.
• Emails will be sent to unit members via blind copy.
• The standard City notice not to reply will be included on all emails.

Email Content Guidelines

The following is a list of acceptable types of communication. This is not an all-inclusive
list:

• Labor benefit fairs/ meet-and-greets.
• Union Open House's.
• City program/policy changes.
• Open Enrollment.
• Promoting City/union-sponsored training, committees, safety programs or
initiatives.
• City/union/association-sponsored charitable events or community projects.

Other Guidelines/Information

• Communication cannot violate City policies.
• Communication cannot reflect negatively on the City organization, City staff,
elected officials, or residents.
• Communication cannot negatively Impact our residents' perception of the City.



• All distributed emails are subject to the City's public records policy (reference AR
1.60, Public Records Request Processing).
• Changes may be made to these procedures at any time.
• Changes will be communicated with labor groups prior to implementation.

Section 1-5. Rights of Unit Employees

A. Non-Discrimination

All unit employees have the right to have the Union serve as their meet and confer
representative without discrimination based on membership or non-membership in the
Union.

B. Grievance Representation

All unit employees have the right to present their own grievance, in person or by legal
counsel in accordance with Article 2, Section 2-1. A copy of all MOU grievances, filed
by anyone other than a designated official Union representative, shall be sent to the
Union office. There shall be no cost incurred to the Union.

C. Disciplinary Investigations / NOI Representation

Recognizing the mutual goal of timely and thorough administrative
investigations, the parties agree to establish a citywide Labor Management
Committee (NOI Committee) with the purpose of reviewing the Notice of
Inquiry (NOI) processes and making recommendations for improvements.
The committee shall comprise two representatives from the Union (LIUNA
Local 777), the City’s management, which shall include representatives from
Human Resources, and other labor partners. The committee’s findings and
recommendations shall be presented to the City Manager on or before June
30, 2027.

1. Unit employees have the right to be represented by the union and the union
reserves the right to provide representation to its members in dealings with the City
concerning grievances, and matters pertaining to their individual employment
rights and obligations, and during an investigatory interview concerning allegations
focused on the employee which may result in disciplinary action.

2. Supervisors are encouraged to discuss concerns and attempt to resolve those
concerns with an employee without utilizing a formal investigatory process.


Supervisors are encouraged to not utilize an investigatory process unless they
have a reasonable belief that discipline (a written reprimand or higher) could result.
Should information be made during a conversation to attempt to resolve an issue
that could result in discipline, the supervisor will immediately stop the meeting and
utilize an investigatory process as outlined below. Any interview becomes
investigatory when facts or evidence sought by the City may result in a disciplinary
action.

3. The City may, at its sole discretion, either conduct investigatory interviews with
employees or issue employees written questions. In either case, a Notice of
Inquiry (NOI) form will be used. The intent of the NOI is to clearly put employees
on notice that they are under investigation that could result in discipline, inform
them of the nature of the allegations against them, and inform them of their right
to representation.

Time limit for investigations

4. If the City elects to issue written questions to the employee, the following shall
apply:
a) If an NOI is being issued and there is no active questioning, representation is
not required. Employees may bring a representative if they desire, however
there will be no discussion during the issuance of the NOI.
b) The employee will have 72-hours excluding holidays and N-days to respond in
writing and provide any other material requested. This deadline may be
extended by mutual agreement if there are extenuating circumstances.

5. If the City elects to conduct an investigatory interview, the following shall apply:

a) Prior to the employee being interviewed, the unit employee shall be advised of
their right to a representative.

1) Prior to the employee being interviewed, the employee shall be advised of
their right to a representative and given up to 48 hours to secure
representation. The 48-hour time period may not apply in emergency
situations.
2) A unit employee identified solely as a witness will not be prevented from
contacting the union on their own time to consult with a union representative
prior to their interview.

b) The NOI form will be issued at the meeting.



c) The union representative may assist and consult with the employee, attempt to
clarify the facts or questions asked, and suggest other employees or witnesses
who may have knowledge of the underlying issues. The union representative
cannot speak on behalf of the employee or impede the progress of the
interview.

d) The member or representative may ask for a caucus during the meeting.
Caucuses will be granted for a reasonable timeframe. At any time either party
requests a caucus the party shall inform the other party of an estimate of what
time they shall return.

e) The interviewer may not prohibit the union representative from engaging in
representation, including consulting with the employee. The member shall be
allowed to seek advice from their representative in caucus during the interview.
A caucus will not be permitted when a question is pending. The employee will
be given the opportunity to clarify their answer after the caucus

f) Neither party will behave in a violent, verbally abusive, insulting, or demeaning
manner toward the interviewer.

g) Prior to the conclusion of the meeting, the member or representative shall have
the opportunity to make a closing statement for no more than 5 minutes.

h) If the department requires a written statement at an investigatory meeting, the
employee will be given up to one hour of City time to write the statement.
Additional time may be granted at the sole discretion of the department and will
not be withheld arbitrarily.

i) The employee will be provided with a copy of the interview notes and given 72
hours to confirm their answers and provide any additional information.

6. Regardless of whether the City elects to interview the employee, or issue written
questions, the following shall apply:

a) The employee will be instructed not to speak to anyone regarding an
investigation. This restriction does not apply to the union, the union’s attorney,
the employee’s family, the employee’s attorney, the employee’s clergy, the
investigator, or chain-of-command.




b) The employee will be advised if the inquiry is supervisor initiated or the result
of a citizen complaint, employee/co-worker complaint, or other.

c) The member shall also be informed of the Garrity protections afforded to public
employees who may also be under criminal investigation or whose actions
meet the elements of a crime [Garrity v. New Jersey, 385 U.S. 493, 87 S.Ct.
616 (1967)].

d) A unit member shall receive a copy of any statement that they are asked to
sign.

e) Every 60 days, a unit employee under investigation may request a status
update. At management’s discretion, the status will be provided either verbally
or in writing.

f) Upon conclusion of each investigation, the City will provide all
respondents with a copy of the investigation summary.

7. Misc.

No investigatory documentation, such as the NOI or witness statements shall be
kept in the Personnel or Supervisory Files after the investigation is concluded.

8. Unit employees will be permitted to apply and/or compete in a transfer process
while in a pending investigation. The transfer process will not be delayed pending
the conclusion of the related investigation.

9. An employee who receives a written reprimand or suspension may request a copy
of the information upon which the written reprimand or suspension was based,
pertaining to what was specifically cited in the discipline at no cost to the employee.

Requests will not be arbitrarily denied. Any problems reported by the union
with obtaining information shall be addressed in a labor management
meeting.

10. It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the employer to count as time worked, any hours
or fractions of hours spent outside the employee's work shift in pursuit of benefits
provided by this Article unless otherwise specified in this MOU. The employer shall




count as time worked any hours or fractions of hours spent within the employee's
regular work shift in pursuit of benefits provided by this Article.

D. Personnel Files

1. Any unit employee covered hereunder shall, at their request and by appointment,
be permitted to examine their personnel files in the presence of an appropriate
supervisory official of the Department and/or authorize a Union representative to
obtain copies of documents in their personnel files. Said files shall be in a location
as specified below, one per location. These include the main Human Resources
Department file, the department personnel file, and the official department office
personnel file contained at the district or yard office.

2. No unit employee shall have any adverse statements entered in to their personnel
file without having a discussion about the action.

3. Unit employee may, at their discretion, attach a rebuttal statement, up to five
pages barring extraordinary circumstances, to any material contained in their
personnel file which may be of a derogatory nature within 14 business days.

E. Fair & Impartial Treatment

All unit employees have the right to be treated equally and in a manner, which is fair
and impartial in any matter associated with the rights of unit employees under the
terms of this MOU.

F. Coaching / Supervisory Counseling

A coaching is a verbal discussion with an employee. A coaching is not to be
considered a first offense for purposes of progressive discipline. A written record of a
coaching may be placed in the supervisor’s files for both positive and negative
incidences. A coaching is to be one-on-one. When 2 or more supervisors are present
at the coaching, the employee shall be advised of their right to representation. An
employee may receive more than 1 coaching for a similar matter.

A supervisory counseling is a warning that the supervisor shall document in memo
form. A supervisory counseling is not discipline. They are to be used to determine only
notice to the employee. If a supervisory counseling is to be used in any disciplinary or
personnel action or any performance rating, the employee will be given the
supervisory counseling in memo form, that identifies the behavior requiring



improvement, the reason for the improvement, and the consequences of continuing
the unacceptable behavior. The memo will contain a line for the employee’s signature
and an above the line statement of “The employee shall date and sign the supervisory
counseling, not as an indication of agreement, but solely as evidence of being advised
of its existence.” The employee will receive a copy of the memo.

Discipline older than 5 years from the date of issuance will not be considered for
progressive discipline or promotion/transfer purposes except for the following types of
discipline, which may be considered for the duration of employment (and upon the
employee's return to employment, if applicable):

Sustained discipline of 40-hour suspension or greater of the following types:

• The employee has been abusive or threatening in attitude, language, or conduct
towards fellow employees, customers of the City, or the public.
• The employee has solicited or taken for personal use a fee, gift or favor in the
course of the assigned work or in connection with it, which would lead toward
favoritism or the appearance of favoritism or a conflict of interest.
• The employee is in possession of a deadly weapon (as defined in ARS 13-3101),
excepting a pocketknife (as provided in ARS 13-3102) at a City worksite1, unless
such employee is a police officer.
• 1(A worksite includes not only City buildings and property, but also City vehicles
and private vehicles while being used on City business, and other assigned work
locations).
• The employee has intentionally falsified records or documents made, kept, or
maintained for or on behalf of the City of Phoenix.
• The employee has stolen or is in unauthorized possession of City property or the
property of another employee or citizen.
• The employee is under the influence of alcohol or illegal drugs on the job.
• The employee has violated City of Phoenix anti-harassment or anti-discrimination
policies.
• The employee committed a violation of the City's Ethics Policy.
• The employee’s actions meet the elements of a felony.
• The employee committed an act of dishonesty.

The official discipline record is maintained in the Personnel File by the Human
Resources Department. Copies maintained in either the Supervisory and/or
Department files are not the official record. Employees may request to
remove/inactivate eligible documents based on the below criteria by contacting the
department Human Resources Officer. Official records may only be inactivated and


not removed per records retention law, and members/employees will receive
confirmation once the requested record is removed/inactivated.


Department File Personnel File
Document Supervisory File (if applicable) (OFFICIAL FILE)
Maintain original
in file.
Coaching’s/Supervisory Not maintained Not maintained
Remove annually
Counseling’s in file. in file.
provided no further
incidents.
Maintain original
Maintain copy Maintain copy
in file.
in file. in file.
Employee may
Written Reprimands Remove annually Employee may
request to
provided no further request to remove
inactivate
incidents. after 3 years.
after 3 years.
Maintain original
Maintain copy
in file.
in file.
Suspensions Employee may
Maintain copy Employee may
(other than below) request to
in file. request to remove
inactivate
Remove annually after 10 years.
after 10 years.
provided no further
Discipline under 21b2, Maintain original
incidents. Maintain copy
21b4, 21b5, 21b12, in file.
in file.
21b13, 21b14, 21b15, May not be
Cannot Remove
21b18, 21b19, 21b20. inactivated


G. Performance Evaluation

Although the terms “coaching” or “supervisory counseling” will not be used, the
employee’s behavior or performance which resulted in the “coaching” or “supervisory
counseling” can, along with any other behavior or performance, be discussed in the
performance evaluation.

If an employee is not given their performance evaluation by the annual review date
and the performance evaluation is expected to be an overall “met,” the employee’s
merit increase shall be processed within 21 calendar days following the above due
date and be retroactive to the performance evaluation annual review date.

H. Departmental Policies



The City will notify employees and Unit 1 of new or revised written City or
Departmental policies affecting unit employees as soon after release as possible. The
City shall post on their bulletin boards any new policies and/or revisions in City or
written department policies and procedures affecting Unit I employees. Notice shall
remain posted for no less than 21 calendar days. Review of policy and procedure
revisions shall be included in employee group meetings when appropriate.

Nothing in this section shall absolve the City of its obligation to Meet and Confer on
mandatory subjects of bargaining.

Section 1-6. Prohibition of Strikes and Lockouts

A. The provisions of the Meet and Confer Ordinance are expressly incorporated herein.

B. The City nor its agents for any reason shall authorize, institute, aid or promote any
lockout of employees covered by this MOU.

Section 1-7. New Positions / Classifications

A. Classification and Compensation Studies

The City shall give notice to the Union within 10 working days whenever a
classification or compensation study is undertaken that includes active positions
belonging to the Union. The Human Resources Department shall provide the Union
with an opportunity to meet with the person conducting the study prior to preparation
of any report or recommendations. The City shall notify the affected Union of the
results and recommendations resulting from any study 30 calendar days prior to that
study being presented to the Human Resources Committee. It should be noted that
there is no guarantee, either expressed or implied that changes to a classification or
its grade and salary range will result from a study.

B. New Classifications

The parties agree to consult on the inclusion or exclusion of new classification(s) in
the bargaining unit and may thereafter refer any such matter, jointly or individually, to
the Phoenix Employment Relations Board (PERB) for appropriate action.

C. Position Management




The City shall give written notice to the Union 30 days in advance of a position being
reallocated or reclassified such that the position is removed from the unit.

D. Union Requested Job Classification Studies

The Union may submit written requests for job classification studies to the Human
Resources Department. Requests from the Union will be prioritized with other standing
requests.

1. All written requests for classification studies submitted by the Union shall include,
but not be limited to, the following information:

a) A full description of the new duties and responsibilities.
b) A full explanation of why the Union feels the position(s) should be reclassified.
c) A list of comparative positions/ classifications that led to the Union's request.
d) Such other information as is normally considered relevant to a classification
review.

2. The results of the audit of any classification study shall be subject to review by the
City's Personnel Committee in accordance with existing procedures.

3. The Union may submit a prioritized written request of classifications specific to the
unit that they wish to have studied. All written requests shall include a full
explanation of why the classification should be studied. This explanation shall
indicate whether the Union is requesting a full classification study (including job
levels and job architecture) or if the request is limited to a compensation review to
assess market competitiveness and grade and salary levels. At least one request
by the Union shall be completed by the Human Resources Department in order of
their ranking if the City Manager has authorized the HR Department to conduct
studies. The Human Resources Class & Comp Division will be available to
meet monthly with Unit 1 leadership during the term of the contract to
discuss issues related to classifications and grade allocations, including
potential time frames for classification studies.




ARTICLE 2: GRIEVANCE / ARBITRATION / LABOR MANAGEMENT

Section 2-1. Grievance Procedure



It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the employer to count as time worked, any hours or
fractions of hours spent outside the employee’s work shift in pursuit of benefits provide
by this Article. The employer shall count as time worked any hours or fractions of hours
spent within the employee’s regular work shift in pursuit of benefits provided by this
Article.

A. Informal Resolution

1. As a matter of good labor-management relations the parties encourage unit
employees who believe that they have a bona fide grievance to discuss and
attempt to resolve it with their immediate non-unit supervisor.

2. If the above informal discussion is held and does not resolve the grievance, the
unit employee may file a formal grievance in accordance with the following
procedure.

B. Definition of Grievance

1. A grievance is a written allegation by a unit employee, submitted as herein
specified, claiming violation(s) regarding the interpretation and/or application of the
specific express terms of this Memorandum for which there is no other specific and
formal method of review; and doesn’t have a fact pattern that has been presented
to and decided upon by the City Manager in a prior grievance. However, disputes
specifically excluded in other Articles of this Agreement from the Grievance and
Arbitration procedure shall not be construed as within the definition set forth above
and shall not be handled in accordance with this procedure. It is agreed that such
excluded disputes are not grievable or arbitrable under the terms of this Article or
under this contract.

2. The City continues to retain the format used for grievances, including forms,
technology, etc.

3. A grievance which does not meet the requirements set forth in this Article shall be
null and void, and will not be processed in accordance with this procedure.

C. Procedure

All grievances covered by this Article shall be handled exclusively in the following
manner:



A grievance must be reduced to writing, citing the specific Article and Section of this
Memorandum alleged to have been violated.

1. Step 1

The unit employee shall reduce the grievance to writing by signing and completing
the grievance form provided by the City and submit it to the division head, or
designee, within 14 calendar days of the initial commencement of the occurrence
being grieved.

The division head, or designee, may investigate, further consider, and discuss the
grievance with the grievant and the grievant’s representative, if any, as deemed
appropriate, and shall, within 14 calendar days of having received the written
grievance, submit a response thereto in writing to the grievant. By mutual
agreement, the parties can agree to skip Step 1 and proceed to Step 2 of the
grievance procedure.

2. Step 2

If the written response of the Step 1 does not result in a resolution of the grievance,
the grievant may appeal the grievance by signing and completing the City form
and presenting it to the department head, or designee within 14 calendar days of
the grievant’s receipt of the Step 1 response.

The department head, or designee, may further consider and discuss the
grievance with the grievant and the grievant’s representative, if any, as deemed
appropriate, and shall, within 14 calendar days of having received the written
grievance, submit a response thereto in writing to the grievant. By mutual
agreement, the parties can agree to skip Step 2 and proceed to Step 2.5 or Step
3 of the grievance procedure.

3. Step 2.5

After the Step 2 response, but prior to review by the Grievance Committee, the
parties involved may mutually agree to submit the grievance to Labor Relations.
The grievance, as originally written and Step 1 and Step 2 responses, must be
submitted to Labor Relations within 14 calendar days of receipt of the Step 2
response. Labor Relations shall, within 14 calendar days of the receipt of the
grievance, meet with the department head, or designee, and the grievance and the



grievant’s representative, if any, in an attempt to resolve the grievance. Labor
Relations shall then submit a written response to all parties within 14 calendar days
of the meeting.

4. Step 3

a) If the written response of the Step 2 (or 2.5 if applicable) does not result in a
resolution of the grievance, the grievant may, within 14 calendar days of the
Step 2 response, appeal the grievance by signing and completing the City form
and presenting it to Labor Relations. A Grievance Committee hearing will be
scheduled at which the grievant shall be afforded the opportunity to fully
present their position and to be represented.

The Grievance Committee shall be composed of:

Chairman – A member of the City Manager’s Office designated by the City
Manager.
Member – A City function head on a rotating schedule.
Member – An individual mutually agreed upon between the City Manager,
or his designee, and LIUNA Local 777.

The Grievance Committee shall submit findings and advisory
recommendation(s) to the City Manager. The City Manager shall make the final
determination of the grievance and submit it in writing to the grievant and their
designated representative.

b) If the grievant so elects in writing within the above time limit, in lieu of such
hearing the grievance may be reviewed by an arbitrator. The parties, or their
designated representatives, shall agree on an arbitrator, and if they are unable
to agree on an arbitrator within a reasonable time, either party may request the
Federal Mediation and Conciliation Service to submit to them a list of 7
arbitrators who have had experience in the public sector. The parties shall,
within 7 calendar days of the receipt of said list, select the arbitrator by
alternately striking names from said list until one name remains. Such person
shall then become the arbitrator. The arbitrator so selected shall hold a hearing
as expeditiously as possible at a time and place convenient to the parties, and
shall be bound by the following:




i. The arbitrator shall be bound by the language of this Memorandum and
departmental rules and regulations consistent therewith in considering any
issue properly before him/her.

ii. The arbitrator shall expressly confine him/herself to the precise issues
submitted to him/her and shall have no authority to consider any other issue
not so submitted to him/her.

iii. The arbitrator shall be bound by applicable State and City law.

iv. The cost of the arbitrator and any other mutually incurred costs shall be
borne equally by the parties.

The arbitrator shall submit findings and advisory recommendations to the City
Manager. The City Manager shall make the final determination of the grievance
and submit it in writing to the grievant and his designated representative.

D. Time Limits

Failure of City Management representatives to comply with time limits specified in
Paragraph C shall entitle the grievant to appeal to the next level of review; and failure
of the grievant to comply with said time limits shall constitute abandonment of the
grievance; except however, that the parties may extend time limits by mutual written
agreement in advance of the deadline.

E. Union Grievance

The Union may, in its own name, file a grievance that alleges violation by the City of
the rights accorded to the Union by the specific terms of Article 1-4 of this
Memorandum. The Union shall file such grievance at Step 3 of this Procedure.

F. Group Grievance

When more than one unit employee claims the same violation of the same rights
allegedly accorded by this Memorandum, and such claims arise at substantially the
same time and out of the same circumstances, a single group grievance may be filed
in the name of all such members. Such group grievances shall be filed at the Step of
this Procedure which provides the lowest level of common supervision having
authority over all named grievants.




Before the City implements any relief, the Union shall have fourteen (14)
calendar days to provide the City with a complete list of affected employees for
review and verification. This deadline may be extended only through mutual
written agreement.

Once the City implements the agreed-upon relief, such implementation shall
constitute a full and final resolution of all Union or employee claims related to
rights or entitlements arising from the group grievance. Neither the Union nor
any employee shall pursue any additional or subsequent claims on these
matters.

Nothing in this section prevents the Union from filing grievances regarding new
and distinct violations of the same MOU provision(s), state or federal law, or
other applicable rules that occur after the implementation of relief.

G. Employer Grievances

Should they occur as a result of official Union activities or actions, including the failure
to act as required under the terms of this Memorandum, employer grievances will be
presented directly to the Union president or any officer of the Union within 14 days of
the occurrence prompting the grievance. The president, or designee, shall in each
case provide a written answer within 14 days from receipt of the grievance.
Unresolved employer grievances may be submitted to arbitration pursuant to Step 3.

H. Municipal Court

It is understood concerning the administration of this grievance procedure in the
Municipal Court, specifically Step 2 that the designated "Department Head" is the
Executive Court Administrator, and the "City Manager's Office" or "City Manager" shall
mean the Presiding Judge, or his designee as provided in the procedure.



Section 2-2. Labor-Management Committee

The benefits granted by this Article shall not be interpreted or applied as requiring the
employer to count as time worked, any hours or fractions of hours spent outside the
employee's work shift in pursuit of benefits provided by this Article. The employer shall
count as time worked any hours or fractions of hours spent within the employee's regular
work shift in pursuit of benefits provided by this Article.




A. There shall be a Labor-Management Committee consisting of the three Union
Authorized Representatives, one LIUNA staff member, and four representatives from
management that are agreed upon by the LIUNA staff member and the Assistant
Human Resources Director, or designee. The Labor-Management Committee shall be
facilitated by Labor Relations staff. The purpose of the Committee shall be to facilitate
improved relations, provide a forum for open and informal discussion, and make
recommendations for operational or other rules changes that are of mutual benefit.

B. The Committee shall meet, at least once a month per MOU year, or more often by
mutual agreement, at mutually agreed upon times. The Committee will meet to discuss
matters to be of a mutual benefit including, but not limited to, methods of improving
the level of productivity when needed. The members shall, upon request for a meeting,
provide the Chairman with proposed agenda items and the Chairman shall provide
the members with the meeting agenda in advance of the meeting.

C. Any signed/dated written Labor/Management agreements with the signatures of the
parties and the Chairman will be binding on the parties for the remaining term of the
MOU.

D. If the representative of the Union is a unit employee, such representative shall not
lose pay or benefits for meetings mutually scheduled during duty time.

E. There shall be a Labor Management Committee established during the 2026-28
MOU to discuss the implementation of a citywide labor management system for
payroll/time and attendance related functions and the potential impact on
employees.



Section 2-3. Bargaining Unit Work

A. Contracting Out Work – The City will notify the Union, in writing, of the City's intent to
contract with a private agency for planned or emergency work that is currently being
performed by unit employees. The Union may, within 5 business days of this
notification, request a meeting for the purpose of discussing the contracted work. The
meeting will occur prior to any final recommendation to the City Council.

In cases of an emergency when Unit 1 employees are unavailable to perform the work,
for example, a staffing shortage or specialty work, the City will notify LIUNA as soon
as possible via phone or email. The intent is to provide the Union the opportunity to




discuss, but does not prevent the City from contracting the work in an emergency
situation.

Failure by the City to meet with the Union under this Article may be subject to the
Grievance Procedure (Article 2, Section 2-1) of this MOU.

Nothing in this Article shall relieve the city of its obligation to meet and confer on
mandatory subjects of bargaining.

B. The Management recommendation, and final decision thereon by the City, shall not
be subject to the Grievance Procedure (Article 2, Section 2-1) of this MOU.

C. The City agrees that it will not assign work currently performed by LIUNA represented
employees to non-represented City employees or to employees in any other City of
Phoenix bargaining unit, for a period up to 90 days.

The exception will be when individuals are being placed in an effort to comply with
federal law, in which case the Union will be notified.

By mutual consent, the City and the Union may agree to a time period longer than 90
days.



Section 2-4. Health and Safety Committee

The benefits granted by this Article shall not be interpreted or applied as requiring the
employer to count as time worked, any hours or fractions of hours spent outside the
employee's work shift in pursuit of benefits provided by this Article. The employer shall
count as time worked any hours or fractions of hours spent within the employee's regular
work shift in pursuit of benefits provided by this Article.

A. The City will continue to undertake all reasonable efforts to provide for employee
health and safety in accordance with the State's Occupational Safety and Health Law.

B. In order to facilitate this policy, a joint committee entitled "Health and Safety
Committee" shall be established. This Committee shall be composed of 2 unit
employees appointed by the Union and 2 City representatives as designated by the
City Manager. The Chairmanship shall rotate among the members.




C. The Committee shall meet quarterly at mutually scheduled times or more frequently
by mutual agreement to consider on-the-job safety matters referred to it by the existing
departmental safety committees and safety officers, or otherwise coming to its
attention, and shall advise Department Heads and the City Manager concerning on-
the-job safety and health matters.

All written recommendations of the Committee shall be submitted to the Department
Head concerned and to the City Manager.

D. The Committee shall be guided by the applicable regulations of the State's OSHA
agency, and the City's existing practices and rules relating to safety and health, and
formulate suggested changes.

E. Employee members of the Committee shall not lose pay or benefits for meetings
mutually scheduled during their duty time.

Incident Review Board

An Incident Review Board is an effective management tool to minimize injuries and
protect property. The function of an Incident Review Board is to determine if a vehicular
or operational incident is preventable or non-preventable. The City shall establish an
Incident Review Board in each Unit One represented department. Each Incident Review
Board shall have the same rules, and all rules shall be applied in the same manner in
each department.



Section 2-5. Public Outreach & Public/Employee Safety Cross Training

It is understood that bargaining unit employees are frequently required to address social
service needs and problems as well as threats to public health and public/employee
safety posed in our streets and parks.

To ensure that bargaining unit employees are trained adequately to safely deal directly
with members of the public and to properly refer citizens to appropriate City agencies, all
bargaining unit employees shall be cross-trained with public outreach and
public/employee safety skills in accordance with department needs.



Section 2-6. Laborers’ Apprenticeship Projects



A. Gardener Apprenticeship Project

The Union and the City shall continue the Joint Pilot Apprentice Program as needed
and when positions are available for the Gardener classification in the City of Phoenix,
entitled “Phoenix Gardener Apprenticeship Program”.

The Phoenix Gardener Apprenticeship Program shall be organized with a set of
standards established by a 5 person Joint Apprenticeship Committee (Committee).
The Committee shall be comprised of 2 Union representatives, 2 City of Phoenix Parks
and Recreation Department representatives, and 1 City of Phoenix Human Resources
Department Safety Division employee.

The Phoenix Gardener Apprenticeship Program is designed to prepare individuals,
and produce highly qualified and well trained workers who have solid knowledge as
well as specific, technical job skills for occupations in the skilled trades and crafts.
The Joint Apprenticeship Committee shall award a Certificate of Completion of
Apprenticeship to each apprentice who has successfully completed the Phoenix
Gardener Apprenticeship Program.

B. SWEO Apprenticeship Project

The Union and the City shall continue the Joint Pilot Apprentice Program as needed
and when positions are available for the Solid Waste Equipment Operator
classification in the City of Phoenix, entitled “Phoenix SWEO Apprenticeship
Program”.

The Phoenix SWEO Apprenticeship Program shall be organized with a set of
standards established by a 5 person Joint Apprenticeship Committee (Committee).
The Committee shall be comprised of 2 Union representatives, 2 City of Phoenix
Public Works Department representatives, and 1 City of Phoenix Human Resources
Department Safety Division employee.

The Phoenix SWEO Apprenticeship Program is designed to prepare individuals, and
produce highly qualified and well trained workers who have solid knowledge as well
as specific, technical job skills for occupations in the skilled trades and crafts. The
Joint Apprenticeship Committee shall award a Certificate of Completion of
Apprenticeship to each apprentice who has successfully completed the Phoenix
SWEO Apprenticeship Program.

C. Street Maintenance Worker I Apprenticeship Project



The Union and the City shall continue the Joint Pilot Apprentice Program as needed
and when positions are available for the Street Maintenance Worker classification in
the City of Phoenix, entitled “Phoenix Street Maintenance Worker Apprenticeship
Program”.

The Phoenix Street Maintenance Worker Apprenticeship Program shall be organized
with a set of standards established by a 5 person Joint Apprenticeship Committee
(Committee). The Committee shall be comprised of 2 Union representatives, 2 City of
Phoenix Streets Department representatives, and 1 City of Phoenix Human
Resources Department Safety Division employee.

The Phoenix Street Maintenance Worker Apprenticeship Program is designed to
prepare individuals, and produce highly qualified and well trained workers who have
solid knowledge as well as specific, technical job skills for occupations in the skilled
trades and crafts. The Joint Apprenticeship Committee shall award a Certificate of
Completion of Apprenticeship to each apprentice who has successfully completed the
Phoenix Street Maintenance Worker Apprenticeship Program.




ARTICLE 3: COMPENSATION / WAGES

Various sections of this MOU contain a form of compensation, wages, or benefits that
have been negotiated in good faith and may or may not provide a direct payment of wages
or other benefit to each member. Those forms of compensation, wages, or benefits that
do not provide a direct payment to each unit employee have been negotiated in place of
a direct payment and costed as part of the overall economic package. Examples include:
life insurance, long term disability insurance, leave payouts, etc.

Section 3-1. Wages

A. In year one of this agreement, Unit 1 employees will receive:

• A 2.0% base wage increase, effective the first full pay period in July 2026.
• A non-continuous payment of $500 for each full-time unit employee and $250
for each part-time unit employee to be paid out on the first full pay period in
July 2026.




• A non-continuous payment of $599 for each full-time employee and $100 for
each part time employee to be paid out on the first full pay period in August
2026.

B. In year two of this agreement, Unit 1 employees will receive:
• A 0.50% base wage increase, effective the first full pay period in July 2027.
• A non-continuous payment of $934 for each full-time employee and $100 for
each part time employee to be paid out on the first full pay period in August
2027.

C. During the term of this MOU the City will provide an annual budget presentation to the
LIUNA Local 777 Chapter Board. This presentation will be scheduled within 30 days
of the final budget being presented to Council.

D. It is understood that for implementation purposes, the practice of rounding of fractional
cents shall be done in accordance with accepted mathematical and accounting
principles.

E. Notwithstanding the rates of pay set forth in any appendix or attachment to the
agreement for reference, the term "Pay Schedule" shall mean the schedule computed
and published by the Human Resources Department for payroll purposes pursuant to
Council Action in the Pay and Compensation Ordinance.



Section 3-2. Productivity Enhancement Pay

In recognition of continuous service and overall performance, the City agrees to the
following productivity enhancement pay formula for unit employees.

A. Pay Benefit:

Unit employees who meet the additional qualifications of this section shall qualify for
$50.00 for each full year of continuous full-time service in excess of 5 years, up to an
annual maximum of $1,400.00 at 19 years.

Unit employees who have completed at least 20 years of full-time service and who
meet the additional qualifications of this section shall qualify for $65.00 for each full
year of continuous full-time service in excess of 5 years, up to an annual maximum of
$1,820.00.




B. Qualifications:

1. An employee must have completed at least 1 year of continuous full-time service
at the top step in their pay range. Productivity Enhancement pay will not be
affected by movements to positions within the same pay range.

2. An employee must have received a performance rating of overall "Met” on his latest
performance evaluation on file. For employees who are otherwise eligible for
Productivity Enhancement pay, an employee who receives an overall “Not Met”
evaluation shall receive another evaluation within 90 days to 120 days, and if that
evaluation is an overall “Met”, he, she, they will be eligible to start receiving
Productivity Enhancement pay the first paycheck for the first full pay period after
the subsequent overall Met PMG. A unit employee who receives an overall “Not
Met” rating may appeal by memo through his chain of command to the Department
Head.

3. An employee must be on full-time active status. Employees on industrial leave
shall qualify for this payment for only the first year of the industrial leave. However,
the entire period of industrial leave shall qualify as continuous service when the
employee returns to active employment.

C. Terms of Payment:

1. Unit employees are eligible to receive Productivity Enhancement Pay, and
any subsequent increases, beginning with the pay period following the date
on which all eligibility is met. The Productivity Enhancement payment will be
pro-rated and included each pay period in the qualifying unit employee’s regular
paycheck.

2. When a position is reclassified to a higher classification, or when classification is
assigned to a higher pay range, incumbents who are receiving Productivity
Enhancement pay shall be moved to that step of the new range which corresponds
the closest to their combined base pay and previous Productivity Enhancement
amount (incumbent’s annualized payment), and which does not result in a
decrease from that total amount. The placement in the new range will be limited to
the maximum step in the range. Employees that were previously at top step
and receiving productivity enhancement pay and subsequently are placed at
the top step after an assignment, reclassification, or pay grade change shall
continue to receive productivity enhancement pay.




Section 3-3. Overtime

A. As a regular practice, overtime shall not be used. The parties agree that at times the
City may require overtime work outside of an employee’s regularly-scheduled shift.

B. Overtime is defined as time assigned and worked beyond the regularly scheduled 40
hours per week.

C. Except for paid sick leave, all duly authorized paid leave time shall be considered as
time worked for the purposes of the regularly scheduled workweek. Paid sick leave
shall not be considered as time worked for the purpose of calculating overtime for the
regularly scheduled workweek.

The employee’s appropriate leave bank will be charged only for the difference
between the scheduled daily work shift and the hours actually worked that day.

D. Overtime shall be worked and shall be allowed if assigned by the non-unit supervisor
or other authorized representative of the City. The City shall endeavor to be equitable
in the distribution of voluntary overtime amongst qualified employees or crews of
employees within the same classification, function, work location, and shift. Seniority
may be used as a factor in determining the assignment of overtime work. Other factors
include skill level, assigned equipment, etc. The City will make available to the Union
upon request reports of overtime worked by unit employees on a quarterly basis. The
City reserves the right to assign overtime in the event insufficient employees
volunteer, to avoid inadequate staffing, to insure timely service delivery or to conduct
mandatory training.

Employees may be required to work on scheduled holidays and/or non-work days
during the holiday week in order to provide City services on weeks containing holidays.

Rotational overtime work lists ranked by seniority shall be posted on city bulletin
boards and updated each time it is worked.

E. Compensation for overtime work as defined in Section B. above will be as follows: 1-
½ times the regular rate. The regular rate shall include, if applicable, night shift
differential, stand-by pay, and out-of-class pay. Overtime will be compensated after
the first 7 minutes assigned and worked beyond a member's regularly scheduled work
week or work shift, as outlined in Section B, calculated to the nearest 1/4 hour. There




shall be no compounding or pyramiding of overtime pay with regular or premium pay
except as required under the Fair Labor Standards Act.

F. There shall be a minimum of 12 hours off between shifts. If this is not possible and the
unit employee is not receiving overtime pay for the additional hours worked (the unit
employee is not entitled to both overtime and 12-Hour Rule time), the unit employee
shall receive 12-Hour Rule compensation (1-1/2 times the regular rate) for each full
hour worked within the described 12 hour period. This language only applies to
employees who work 2 full shifts.

Example #1:
Monday Tuesday Wed – Fri Total for Week
6a.m. – 5:30 p.m. 3:30 a.m. – 1p.m. 6a.m. – 2:30 p.m. 44 hrs. Worked
40 hrs. Paid at Regular Rate of
11 hrs. Worked 9 hrs. Worked 8 hrs. Worked per Day
Pay
2 hrs. within
4 hrs. Paid at 1-1/2 (OT)
12-Hour Rule


In example #1, the 12-Hour Rule time is not paid for the two hours worked within the
12-Hour Rule because overtime was earned for the additional hours worked.

Example #2:
Monday Tuesday Wed – Thurs Friday Total for Week
6 a.m. – 5:30 3:30 a.m. – 1
6 a.m. – 2:30 p.m. 6 a.m. – 10 a.m. 40 hrs. Worked
p.m. p.m.
8 hrs. Worked 38 hrs. Paid at
11 hrs. Worked 9 hrs. Worked 4 hrs. Worked
per Day Regular Rate of Pay
2 hrs. within 2 hrs. Paid at 1-1/2
12-Hour Rule (12-Hour Rule)


In example #2, the 12-Hour Rule time is paid for the two hours worked within the 12-
Hour Rule because overtime was not earned for the additional hours worked.

G. In lieu of cash payment, a unit employee may request compensatory time credits up
to a maximum accumulation of 215 hours. The request for compensatory credit must
be made at the time the overtime is worked and approval shall be made by the
Department Head or designee. Use of compensatory time off within the work period
shall be subject to departmental approval and scheduling.


Accumulated compensatory time in excess of 215 hours must be paid in cash.




An employee may convert accumulated compensatory time credits to cash
twice per MOU year, up to a maximum of seventy (70) hours, in no more than
two, thirty-five (35) hour increments, by notifying the Department payroll staff
in writing of such intent no later than November 1 (payment will be made on or
before December 14) and no later than July 31 (payment will be made on or
before August 31).

Section 3-4. Call-Out Pay

A. A unit employee called out for work after going home from a shift or called out for
overtime work while on stand-by pay shall be entitled to a minimum of 3 hours pay at
1 ½ times the employee's regular rate of pay.

B. Travel time shall be included in the minimum call-out guarantee and shall be paid only
if the total work and allowed travel time exceed the 3 hour minimum. The total travel
time compensated for round trip travel to and from the job site shall be 45 minutes.

C. Travel time shall not apply when the employee is working on overtime which was
planned in advance. An employee requested to report early, before the normal starting
time of the shift, shall not be eligible for travel time, but would qualify for overtime for
the extra time worked at the job site.

D. Once called out, Standby Pay will stop.



Section 3-5. Out-Of-Class Pay

A unit employee temporarily required to serve in a regular authorized position in a higher
classification shall be compensated at a higher rate of pay in accordance with the
following:

A. To be eligible for the additional compensation, the unit employee must first accumulate
10 regular working shifts of assignment in the higher class within any 24 month period;
satisfactory performance during a previous appointment to the higher class will be
credited to the qualifying period. The days of out-of-class assignment need not
necessarily be consecutive.

The days of out-of-class will be credited to the qualifying period. Once this qualification
is satisfied, no additional re-qualification will be required.




B. Temporary assignments out-of-class shall be recorded only in full-shift units. A unit
employee working out-of-class for 4 hours in an 8 hour shift or 5 hours in a 10 hour
shift or more in a given shift shall be credited with working out-of-class for the entire
shift. No out-of-class credit shall be given for out-of-class work of less than 4 or 5
hours in any given shift.

C. To qualify for out-of-class pay, a unit employee must be assuming substantially the
full range of duties and responsibilities of the higher level position. Out-of-class pay is
not authorized, for example, if the organization of a work unit is such that each unit
employee carries on his normal duties during the temporary absence of a supervisor,
without a need for the direction which the supervisor would provide on a longer term
basis. However, eligibility for out-of-class compensation shall take place when an
employee becomes responsible on a regular basis, for the full range of duties normally
assigned to the higher class.

D. Time worked in a higher class shall not earn credits toward the completion of
probationary requirements in the higher class.

E. A unit employee who has qualified under these provisions shall be compensated at
the minimum rate established for the higher class for each completed work shift served
in the higher class. In the event of overlapping unit salary ranges, a minimum one-
step differential shall be paid for out-of-class assignments into unit classifications. The
higher rate of pay shall be used in computing overtime when authorized overtime is
served in out-of-class work assignments; the overtime rate shall be the rate
established by the overtime regulations that apply to the higher rank.

F. The City shall endeavor to be equitable in the distribution of out-of-class assignments
amongst qualified unit employees.

G. The City shall not make out-of-class assignments pursuant to this Article in an arbitrary
and capricious manner.



Section 3-6. Pesticide Applicator Differential

Licensed Pesticide Applicators shall receive $1.00 in addition to their base hourly rate for
each hour engaged in assigned and authorized activities when applying, mixing, or
managing herbicide or pesticides. This compensation includes any preparation and
maintenance of application equipment.




Section 3-7. Shift Differential Pay

Unit employees shall receive $1.00 per hour in addition to their hourly rate of pay when
working a night shift which ends at or after 9:00 p.m. and before midnight, and $1.50 per
hour in addition to their hourly rate of pay when working a night shift which includes work
during the period after midnight to 3:30 a.m.

Employees shall receive night shift pay differential only for hours scheduled and worked,
and not while on paid leave time.

Employees participating in a 4/10 work schedule shall receive $1.00 per hour in addition
to their hourly rate of pay when working a regular night shift which ends between 10:00
p.m. and 3:30 a.m., inclusive, and $1.50 per hour in addition to their hourly rate of pay
when working a regular night shift which ends after 3:30 a.m. Night shift differential shall
continue to be paid at the rate of the regular shift for any additional hours worked following
the regular shift.



Section 3-8. Weekend Shift Differential Pay

A unit employee shall receive $0.60 per hour added to his base hourly rate of pay and
any other shift differential or any other premium pay he, she, they may be receiving for
working a weekend shift. A designated weekend shift is defined as any shift that starts on
or after 2:00 p.m., on Friday, and continuing through any shift that starts on or before, but
not after 11:59 p.m. on Sunday.

A unit employee shall receive weekend shift pay differential only for hours scheduled and
worked, and not while on paid leave.

A unit employee, who is called out and works between 2:00 p.m. on Friday and 11:59
p.m. on Sunday, will be paid weekend shift differential for all hours worked at the rate
specified in this article. If a unit employee was called out while on stand-by status, he,
she, they will not receive weekend shift differential.



Section 3-9. Stand-By Pay

When a unit employee is required and assigned to be available for emergency call back,
outside of his regular daily or weekly work schedule, the employee shall be compensated


for such stand-by hours that he, she, they remained available at $3.25 per hour. Unit
employees serving in stand-by assignments shall be subject to contact requirements as
provided for by the Department Head.



Section 3-10. Show-Up Time

Except in emergencies, an employee who is scheduled to report for work, has not been
notified to the contrary, and presents himself/herself for work as scheduled, shall be paid
for at least 4 hours at the hourly rate of pay. If work on the employee's regular job is not
available for reasons beyond his control, the City may assign the employee substitute
work. Where there is substitute work readily available, the opportunity for such work will
not be arbitrarily denied.

In the event scheduled work is interrupted due to conditions beyond the City's control,
and substitute work is not available to be assigned, affected employees shall be paid for
4 hours at the hourly rate of pay, beginning at release, or to the end of the scheduled
work shift, whichever occurs first. An employee shall have the option of using either
vacation or comp time. If there is no other leave available, unit employee shall be able to
use unpaid leave for the balance of the regular shift in compliance with the personnel
rules.

Employees released hereunder prior to the end of their scheduled shift may be required
to stand-by and keep themselves available for immediate call-back during the balance of
their scheduled shift (for which time they shall be entitled to stand-by pay under Article 3,
Section 3-9 hereof). Employees called back to work shall be entitled to their hourly rate
of pay only and not any guaranteed minimums for work performed during the balance of
their regularly scheduled shift.



Section 3-11. Jury Duty Pay

A unit employee called for jury duty or subpoenaed by a court as a witness shall be
granted a leave of absence for the period of jury or witness service and will be
compensated his/her regular pay and jury or witness pay for work absences necessarily
caused by such jury or witness duty. To be eligible for such pay, an employee must
present verification of the call to jury or witness duty.

A unit employee required by the Court to call in for jury duty the morning of his/her
scheduled daily work shift may elect to take the day off on vacation or compensatory time.


Such leave request shall not be denied. Should the unit employee be required by the
Court to report for jury duty, the vacation or compensatory time will be restored from the
actual time of reporting required by the Court through the end of the scheduled work shift.
To be eligible for such leave restoration, the unit employee must present verification of
the jury service.

Unit employees subpoenaed to appear as a witness in court as a result of their official
duties on their status as a City employee shall return all fees tendered for such service to
the City.

Paid Jury Duty leave shall not be allowed when the unit employee is the defendant,
plaintiff, or voluntary character witness in a court action.



Section 3-12. Deferred Compensation Program

The current percentage of base pay for deferred compensation is .45 %.



Section 3-13. Sick Leave Conversion at Retirement

A. Sick Leave Cash Out Formula

A unit employee who has accumulated a minimum of 750 qualifying hours or more of
accrued and unused sick leave at the time of retirement shall be paid an amount of
compensation equal to 25% of his base hourly rate for all hours in excess of 250 hours.

B. Final Average Salary

The number of sick leave hours eligible to be cashed out and included in an
employee’s Final Average Salary upon retirement will be limited to the number of sick
leave hours in the employee’s leave bank on July 1, 2012, provided all criteria are met
as described in Subsection A.

Employees with less than 250 hours of accrued and unused sick leave on July 1, 2012,
will not meet the minimum balance requirements for a sick leave cash out that can be
included in their Final Average Salary.




The portion of accrued and unused sick leave that is not included in the Final Average
Salary upon retirement can be cashed out as a lump sum upon retirement, provided
all criteria are met as described in Subsection A.

The number of vacation leave hours eligible to be cashed out and included in an
employee’s Final Average Salary upon retirement will be limited to the number of
vacation leave hours in the employee’s bank on June 30, 2014, not to exceed 450
hours.




ARTICLE 4: HOURS OF WORK / WORKING CONDITIONS

Section 4-1. Hours of Work

The City, in collaboration with the Union, may approve flextime schedules when all the
following conditions are met:

1. Approval of Department Head
2. Approval of LIUNA Local 777 Business Manager or their Designee
3. Mutually agreed schedule between Unit Employee and Supervisor
4. The City, the Union and the affected employee(s) shall sign a written agreement.

A. This Article is intended to define the normal hours of work and to provide the basis for
calculation and payment of overtime pursuant to Article 3, Section 3-3.

B. Work Week Defined

The regular work week for regular full-time unit employees shall consist of 5
consecutive work days in a 7 day pre-established work period, except as provided in
Article 4, Section 4-1-F and except in those departments performing normal services
regularly on Saturday and/or Sunday and except in those operations utilizing a
different work week, such as a 4 day work week.

C. Work Day Defined

The work day for regular full-time unit employees shall consist of 8 hours of work within
any 24 hours in a pre-established work schedule, exclusive of unpaid time allotted for
meals except in those operations utilizing a different workday schedule such as a 10
hour work day.


D. Work Schedule Changes

Except for emergency situations, permanent regular work schedules shall not be
changed without notice by the Department of at least 14 days to the affected
employee(s) and to the Union. Exceptions for more or less than the 14 days notice
mentioned above may be mutually agreed to by labor and management on a case by
case non-precedent basis.

When temporary work schedule changes are necessary, the Department will try to
give affected employees at least 2 calendar days notice or, if less notice, it will be
considered an emergency.

When changes are to be made by the City on a permanent basis for other than
emergency reasons, or where new permanent schedules are to be adopted, the City
will notify the Union of such changes or new schedules, prior to implementation.
Overtime work or stand-by, before or after the normal work day or work week, does
not constitute a change in the work schedule. A department will not reassign
employees to another work location temporarily for arbitrary or capricious reason(s).

E. Summer Work Schedules

Summer hours may begin no later than the first Monday in April, and may terminate
no earlier than the second Monday in October whenever such scheduling impacts
operations, all of which are within the discretion and control of the City, and where
such summer scheduling has been customarily used in the past. Summer scheduling
may, at the discretion of the City, be implemented earlier or terminated later in the
year than specified in this section. Summer work schedules in the Streets Department
and Parks Department may begin at 5:00 a.m.

It shall be within the Department Head's discretion to determine starting times for
summer hours based on such operational considerations as dividing and/or rotating
crew starting times to facilitate safety to the public, employees and equipment, to
guarantee a high level of convenient service to the public, to preclude negative impact
on traffic flow, and similar factors.

F. SWEO Schedule

The City may implement a 10 hour workday, 4 workdays per week schedule in all
functions of the Solid Waste Management Division.



Except for Solid Waste Collections and Disposal, the regular work-week for regular
full-time unit employees working a “four/ten” work schedule shall consist of 4
consecutive work days in a 7 day pre-established work period.



Section 4-2. Rest and Lunch Periods

A. Existing workday schedules spanning 9 elapsed hours shall continue to include a 60
minute unpaid meal period. Existing workday schedules of 8-1/2 hours and 10-1/2
hours shall continue to include a 30 minute unpaid meal period. Workday schedules
of 8 and 10 consecutive hours shall include a paid straight time meal period of up to
½ hour on the job. Two (2) non-work periods of up to 15 minutes during a regular daily
shift shall be permitted by supervision to promote the health, safety, and efficiency of
employees on the job. Emergency situations may make this impossible in rare
situations. Activities of employees during those non-work periods shall not be subject
to any unreasonable restrictions.

B. After a Unit employee has worked 2 hours, or more, in addition to the employee’s
regular daily work shift, the employee shall be entitled to an additional 15-minute non-
work period (break).

C. When a unit employee does not receive a paid meal period, his/her meal period shall
be uninterrupted and duty-free.



Section 4-3. Clean-Up Time

Employees will be given time, in keeping with past practice, at the end of a normal daily
shift for personal clean-up.

Such time is in addition to and exclusive of any time the City requires be spent for
maintaining equipment.

The intent of the above provision has always been to allow field employees who need
personal clean-up prior to rest or lunch periods a reasonable amount of time to do so.
Clean-up material should be supplied on an as needed basis to field employees. If the
field supervisors and employees act reasonably in addressing the issue, everyone will
have a healthier and safer work environment.




Section 4-4. Seniority

A. The City shall provide the Union with a list of unit employees showing each unit
employee’s employment date and class date.

B. Seniority shall be by length of service within a class. If seniority within a class is not
determinative, then length of service with the City shall prevail.

C. Seniority shall be used as a factor consistent with established Civil Service procedures
in choice of work assignments, vacation schedules, and in the determination of layoffs.

Department policies for work assignment selection and vacation scheduling will be
discussed with the Union at least 30 days prior to implementation.



Section 4-5. Transfer Program

The City and the Union acknowledge mutual interest in the success of the present
program of minimizing layoffs of employees by seeking to place such employees in other
positions, consistent with Civil Service Rules on seniority. The Union agrees to provide
positive counseling to unit employees so affected to ease the transition to other positions.
The City agrees to make available, on request, job counseling in order to provide training
assistance to the employee during the first 30 days of the new work assignment.

Although not required to honor a request for a voluntary transfer for an employee having
documented extraordinary personal hardship beyond his/her control, the City will try to
honor the request. In such a case, factors such as, but not limited to, the employee’s shift,
seniority, and work record may be considered.

To every extent practicable, a transferred unit employee will be allowed to maintain his
previous vacation schedule.

Section 4-6. CDL Renewal

Employees will be allowed City time to renew their CDL license and or related
endorsements including medical cards and will be reimbursed for such renewal fees
which will include the HAZMAT background screening fee.




Reimbursement for medical cards (Medical Examiner’s Certificates) shall not
exceed the amount paid to the City’s contracted medical provider for the same
service.

ARTICLE 5: BENEFITS

Section 5-1. Employee Assistance

The City Employee Assistance Program, will provide confidential, individual and family
counseling to all employees and their household members. These services will be
furnished by an independent contract agency to be chosen by the City.



Section 5-2. Health and Dental Insurance

A. The City shall maintain the current 80/20 split for health insurance for both single and
family coverage. If there is a rate increase or decrease the City shall pay 80% of the
new monthly contribution and the employee will pay 20%.

B. The City agrees to the continuation of a Healthcare Taskforce for the purpose of
studying existing plans and to explore alternative plans. The Taskforce shall include
representatives of the City and Union.

C. The City shall retain the dental insurance plan for unit employees and their qualified
dependents. At a minimum, the plan shall include a PPO option that consists of 100%
payment of reasonable and customary covered charges for preventive and preventive-
related diagnostic services, and 80% payment of reasonable and customary covered
charges for basic services, and major services. The City shall retain a plan option that
includes an orthodontia benefit with a maximum lifetime benefit of up to $4,000 per
person. Dental plans may be subject to deductibles and limitations contained in the
contract between the dental insurance carrier and the City of Phoenix. The City shall
pay the premium costs for single unit employees enrolled in the base dental HMO or
PPO plan (employee only coverage), and 75% of the premium costs for unit
employees and their qualified dependents (family coverage).

The City shall maintain the current dental premium split. For the base PPO and HMO
dental plans, if there is a rate increase or decrease, the City will pay 100% of the new
monthly contribution for single coverage for employees enrolled in the base dental
HMO or PPO plan. If there is a rate increase or decrease, the City will pay 75% of the
new monthly contribution, and the employee will pay 25% for family dental coverage.


D. The City agrees to continue the formalized complaint procedure with respect to the
service under all plans.

E. Unit employees retiring on or after July 1, 2006, who meet all other MERP eligibility
requirements and enroll in either single or family City of Phoenix health insurance,
shall receive an additional $100.00 per month to help defray the cost of health
insurance.

Unit employees retiring after August 1, 2022, who meet eligibility requirements, shall
receive the $150 month allowance for Post Employment Health Plan accounts
(PEHP).



Section 5-3. Life Insurance

The City will provide regular full-time unit employees the existing off-the-job and on-the-
job life and dismemberment insurance coverage. The face value of the policy being
$15,000; in addition the City will pay $75,000 for death in-the-line-of-duty insurance.

The designated beneficiary of a unit employee will be paid for all accumulated sick leave
hours that remain on the City's official file at the time of a line-of-duty death of the unit
employee and payment will be based upon the unit employee’s current base hourly rate.
The beneficiary shall be designated in the eCHRIS Benefits portal for the City of Phoenix
Group Life Insurance Program on file in the City Human Resources Department.

Additionally, the City will provide to each unit employees a $200,000 death benefit
covering the unit employee’s commute to and from their City work location. The current
City Life Insurance carrier will cover the unit employee’s commute for up to two hours
before their shift begins, and two hours after their shift concludes. The Union will only pay
the cost of their benefit the first year of the MOU.

In the event of the death of a unit employee while commuting to or from their work location,
for a period of two hours each way, the City will continue to pay the full monthly health
insurance premium for the spouse and all eligible dependents. The current City Life
Insurance carrier for the payment of a supplementary commuter life insurance policy for
each unit employee. The Union will pay the cost of this benefit, if any, the first year of
each new MOU period.




Section 5-4. Long Term Disability Insurance

Employees who have been continuously employed and working on a full-time basis for
twelve consecutive months are eligible for long term disability coverage. After an
established 90 calendar day qualifying period, the plan will provide up to 66-2/3% of the
employee's basic monthly salary at the time disability occurs and continue up to age 75
for employees who have been employed full-time for 36 months and one day. This
coverage will be coordinated with leave payments, industrial insurance payments,
unemployment compensation, social security benefits and disability provisions of the
retirement plan.

Employees who have been employed full-time with the City of Phoenix for 36 months or
less, will be eligible to apply for long term disability coverage for no more than 30 months.



Section 5-5. Holidays, Vacation Pay, Family Leave, and Leave
Donations

A. Holidays / Personal Days

The City agrees to incorporate into the MOU the benefits provided under A.R. 2.11
modified to indicate the following holidays.

Employees, except those on hourly paid status, shall, when possible without disrupting
the various municipal services, be allowed the paid holidays listed below:
New Year’s Day January 1
Martin Luther King’s Birthday January, Third Monday
President’s Day February, Third Monday
March Holiday March, Last Monday
Memorial Day May, Last Monday
Juneteenth June 19
Independence Day July 4
Labor Day September, First Monday
Indigenous Peoples’ Day October, Second Monday
Veteran’s Day November 11
Thanksgiving Day November, Fourth Thursday
Friday after Thanksgiving Day Friday after Thanksgiving
Christmas Eve Half an employee’s paid regular shift on
December 24
Christmas Day December 25


Two Personal Leave Days After completion of six months of full-time
employment.

When a holiday named in this regulation falls on Sunday, it shall be observed on the
following Monday. When a holiday named in this regulation falls on Saturday, it shall
be observed on the preceding Friday except that in the case of 6 day operations such
holidays may be observed on Saturday. This paragraph shall not apply to Christmas
Eve, which shall only be granted when it falls on the employees' regular scheduled
workday. In the case of continuous 24 hour, 7 day operations and 7 day non-
continuous operations, holidays shall be observed only on the calendar days on which
they actually fall.

The Personal Leave Days are added to an employee’s vacation leave bank and may
be taken on any day of the employee’s choosing after completion of six months of full-
time employment, subject to operational and scheduling factors and the limitations of
A.R. 2.11. This time does not alter the maximum carryover of vacation hours outlined
in A.R. 2.18.

If a full-time unit employee’s regularly scheduled day off falls on a holiday to which he,
she, they are entitled under this Article, 1st consideration shall be given to allowing 3
consecutive days off, but if this is not feasible, a substitute day off of 8 hours with pay
shall be given at straight time on a day designated by the Department Head. Unit
employees who work a 4/10 schedule, whose regularly scheduled day off falls on one
of the holidays listed in paragraph C of this Article, shall receive 10 hours of
compensatory time. An employee shall not be paid in cash in lieu of a substitute
holiday except that in extraordinary circumstances the City Manager's office may
approve payment in cash at a straight-time rate. The substitute holiday shall not be
granted when an employee is on paid industrial leave.

A unit employee whose regular scheduled day-off falls on a holiday specified in this
Article, and who is called in to work a regular shift on such holiday and scheduled day
off, shall be compensated at 1-1/2 the regular rate for each hour assigned and worked
in addition to the substitute holiday provided above.

B. Vacation Accumulation

Vacation accrual and carryover shall be governed according to the following table:

MONTHLY MAXIMUM MAXIMUM
SERVICE ACCRUAL CARRYOVER PAYOUT
0-5 years 8 hours 192 hours 290 hours


6-10 years 10 hours 240 hours 350 hours
11-15 years 11 hours 264 hours 380 hours
16-20 years 13 hours 312 hours 440 hours
21+ years 15 hours 360 hours 500 hours




C. The parties agree that on all City holidays, unit employees whose regularly assigned
work week consists of 4 10 shifts, shall not be required to submit documentation for 2
hours of paid leave.

Unit employees shall be allowed a vacation buyout twice per calendar year, by
notifying the Department payroll staff in writing of such intent during the month of either
October or April, to be paid on the last paycheck of November and May. The total
annual buyout is up to a maximum of 80 hours taken in no more than 40 hour
increments, after the employee has accumulated a minimum of 175 hours and has
used 40 hours of vacation/comp-time during the calendar year.

D. Parental/Family Leave

The City will, as a matter of general policy, and subject to operational needs, authorize
up to 3 months of unpaid leave for an employee who is the parent of a newly born or
legally adopted child or any Unit employee who needs to care for an ill family member.
Family members include spouse, children (natural, adopted, foster, or stepchildren),
brother, sister, parents, grandparents, as well as others living in the same household
with the employee. Approval and use of this leave shall be subject to existing
Personnel Rules.

E. An employee may use up to 10 hours of accumulated sick leave in at least one-hour
increments each calendar year for the home care or medical treatment for an
immediate family member residing in the employee’s household. This will be marked
as “BO” on leave slips. When there is an extreme illness or injury situation where a
life or death question exists involving an immediate family member, an employee may
use up to 5 days of accumulated sick leave. (This should not be construed as
bereavement leave under Personnel Rule 15g). This will be marked as “BN” on leave
slips.




In addition, employees may have dependent care situations where the above leave is
insufficient to cover their absence. Therefore, employees will be allowed to use
unscheduled accumulated vacation or compensatory time for the care of an immediate
family member up to a maximum of 5 incidents not to exceed a total of 40 hours each
calendar year.

For all the above mentioned leaves, (sick leave, vacation, and compensatory leave)
the employee will not have these leaves be considered a negative factor, when
evaluating the job performance of an employee involved in a leave management
program, up to a maximum total of 7 incidents per calendar year. An incident is defined
as an absence from work, regardless of the length of time.

An immediate family member is defined as the employee’s spouse, qualified domestic
partner, mother, father or child. A child is defined as a biological, adopted, foster or
stepchild, legal ward, or a child of a person standing in place of a parent. A brother,
sister, grandparent, or in-law who is living with the employee under his/her care is also
defined as an immediate family member.

During the term of this MOU, the City and the Union will meet and discuss changing
sick leave codes (e.g., BN, BO, BI, BE) and other leave related matters as part of
the Labor Management Committee established to address implementation of a
time/attendance/schedule automation.

F. Leave Donations

1. Contributions to Other Employees

Unit employees may contribute accrued vacation or compensatory time to other
employees in accordance with City policy governing contribution of leave for serious
illness or injury of an employee or their immediate family member. An immediate family
member is defined as the employee’s spouse, qualified domestic partner, mother,
father, or child. A child is defined as a biological, adopted, foster or stepchild, legal
ward, or a child of a person standing in place of a parent. A brother, sister,
grandparent, or in-law who is living with the employee under his/her care is also
defined as an immediate family member. Requests to receive such leave
contributions will require a completed doctor’s certification.

2. Bank of Donated Leave




a. Each unit employee may complete a form to voluntarily donate vacation
leave time for a specified number of hours, not to exceed 100 hours per
fiscal year. By filling out and submitting a voluntary donation form, each
unit employee is clearly and affirmatively consenting to the donation of
the stated number of hours from their bank of vacation leave.

b. The total hours donated by unit employees will be considered the
maximum number of hours available for donated hours under this Article.

c. Only employees of Unit 1 may donate hours to the Unit 1 bank of hours;
Unit 1 may only accept donated hours from Unit 1 employees.

d. Donated time does not count towards hours worked for overtime
purposes.

e. On the second paycheck of July every year, every unit employee will
receive 5.5 hours of vacation time, in addition to their other accruals,
added to their vacation leave.



Section 5-6. Tuition Reimbursement

A. Unit Employees who participate in the Tuition Reimbursement Program shall be
eligible for tuition reimbursement pursuant to the following provisions:

1. The maximum sum reimbursable to unit employees each MOU year shall be
$6,500.

2. To be eligible for any reimbursement, unit employees must have successfully
completed academic or training courses approved by the department and the
Human Resources Director as provided in existing Administrative Regulations.

B. Tuition Reimbursement, in accordance with this Article, shall be made in the event an
employee’s approved course of instruction is terminated by the educational institution.
Tuition reimbursement shall not occur in the event of any voluntary termination of
employment by the employee.

C. The City will reimburse unit employees for expenses incurred as a result of requiring
and maintaining certification required by the City. The City will not reimburse unit




employees for classes the City provides at no cost, or for classes the City identifies
for unit employees to be taken at no cost.

D. Unit employees shall be allowed to utilize up to $150 to attend one-day, in-state, City-
related seminars/training.

Section 5-7. Wellness and Benefits Committee

The parties recognize the importance of supporting health, safety, and overall,
well-being of employees; and the parties mutually desire to promote wellness
initiatives that encourage healthy lifestyles, strengthen workplace morale, and
foster a supportive working environment; therefore, the Parties agree for the
duration of this MOU (2026-2028) to the following:


1. Establishment of the Wellness Committee

The Parties hereby establish a joint Wellness Committee (“Committee”). The
Committee shall be composed of representatives appointed by Management of
the impacted Departments and by the Union, along with one representative from
the City’s Human Resources Department.


2. Purpose and Scope

The Committee shall serve as a collaborative body to identify, evaluate, and
recommend wellness and benefits related initiatives for employees. The
Committee’s scope of work may include, but is not limited to:

• Identifying and reviewing wellness programs, activities, and resources.

• Providing input on workplace health and/or safety concerns related to
wellness and benefits, including equipment assignment and
overtime/compensatory time credits.

• Evaluating the effectiveness of implemented wellness and benefits
initiatives and proposing improvements or modifications as appropriate.

• Reviewing benefits, including compensation at retirement and retiree
healthcare.


3. Meeting Schedule/Duration



The Committee shall convene once every two months for the duration of this
MOU.


4. Human Resources Director Participation

The Human Resources Director, or their designee, shall be invited to attend
Committee meetings on a quarterly basis. During these meetings, the Committee
shall provide updates on progress, including any available metrics or data
demonstrating the effectiveness of programs, activities, or resources reviewed.




ARTICLE 6: MISCELLANEOUS

Section 6-1. Saving Clause

A. If any article or section of this MOU should be held invalid by operations of law or by
a final judgment of any tribunal of competent jurisdiction, or if compliance with or
enforcement of any article or section should be restrained by such tribunal, the
remainder of this MOU shall not be affected thereby.



Section 6-2. Copies of MOU

A. Within 60 days after this MOU is adopted by the City Council, the Union will arrange
for printing of jointly approved copies of it for furnishing one to every unit employee,
unit supervisor and to management personnel. The costs of such duplication and
distribution will be borne equally by the Union and the City.

B. Printing vendors secured by the Union shall comply with Chapter 18, Articles IV (City
Construction Contractors' Affirmative Action Requirements) and V (Supplier's and
Lessee's Affirmative Action Requirements), Phoenix City Code.



Section 6-3. Aid to Construction of Provisions of MOU

A. The provisions of this MOU shall be in harmony with the rights, duties, obligations and
responsibilities which by law devolve upon the City Council, City Manager, and other
City boards and officials, and these provisions shall be interpreted and applied in such
manner.


B. The lawful provisions of this MOU are binding upon the parties for the term thereof, it
being understood that the Union is precluded from initiating any further meeting and
conferring for the term thereof relative to matters under the control of the City Council
or the City Manager.



Section 6-4. Part-Time Employees

Hourly paid unit employees, excluding seasonal and temporary employees, who have
worked a minimum of 50 hours in each pay period for 26 consecutive weeks shall be
entitled to the same benefits for authorized work on holidays as received by regular full-
time unit employees. In addition, such employees shall receive vacation credits prorated
for the number of hours worked after the qualifying period is satisfied. Vacation credits
shall be calculated and paid in cash in December and June. These hourly-paid employees
shall be considered for advancement from Pay Step 1 to Pay Step 2 after completing
1,040 hours of work in Step 1 and for advancement from Pay Step 2 to Pay Step 3 after
working 2,080 hours in Pay Step 2.

Hourly paid unit employees who have worked a minimum of 50 hours in each pay period
for 26 consecutive weeks shall be entitled to the same benefits as received by regular
full-time unit employees. Members that meet these requirements shall be eligible for
participation in the City's Health, Life, and Dental insurance programs. The City's premium
participation will be the same as that provided for full-time employees. Continuation of
participation under these plans will be determined by reviewing the average hours worked
in the prior 12-month period every calendar year on October 1. This qualifying period will
be determined for the following benefit year effective January 1. If the employee
separates from City employment, the participation will cease.

Part-time employees are allowed an hours reduction of up to 2 weeks in one pay period
in the (26 week qualifying period and each period thereafter, without impacting their
eligibility to participate in the part-time employees’ benefit programs.



Section 6-5. Term and Effect of MOU

A. This Memorandum shall remain in full force and effect commencing with the beginning
of the first regular pay period in July 2026, up to the beginning of the first regular pay
period commencing in July 2028. In compliance with the Meet and Confer Ordinance
(Phoenix City Code Chapter 2, Article XVII, Division 1) as may be amended, on or


before December 1 of the final contract year, LIUNA 777 shall submit its proposed
memorandum of understanding for the next contract period.

B. Except as expressly provided in this MOU, the City shall not be required to meet and
confer concerning any matter, whether covered or not covered herein, during the term
or extensions thereof.

C. The provisions of this MOU shall be subject to Federal, State and local law that vests
jurisdiction and authority in other public boards and officials, including the City Council,
Phoenix Employment Relations Board, Phoenix Civil Service Board, City Manager and
Department Managers, or determines issues contrary to the provisions hereof.

D. This Memorandum constitutes the total and entire agreements between the parties
and no past written or verbal statement/agreements shall supersede any of its
provisions. All side agreements executed during this MOU contract period will expire
on or before the contract end date unless incorporated into the MOU or extended by
mutual agreement. Any supplement, amendments, or modifications to this MOU which
are mutually agreed upon must be reduced to writing and signed by both parties.




IN WITNESS WHEREOF, the parties have set their hands this

____ of May, 2026


______________________________________________________________________
Stephen Switzer, LIUNA Local 777 Representative


______________________________________________________________________
Cathleen Simpson, Deputy Human Resources Director/Labor Relations, City of Phoenix


______________________________________________________________________
Ed Zuercher , City Manager, City of Phoenix

ATTEST:


______________________________________________________________________
Denise Archibald, City Clerk, City of Phoenix

APPROVED AS TO FORM:


______________________________________________________________________
City Attorney, City of Phoenix




LIUNA 777 Team: City of Phoenix Team:

Stephen Switzer Cathleen Simpson, Human Resources
Michael Ruelas Greg Carmichael, Human Resources
Kimberly Gallego Eduardo Rodriguez, Public Works
Jason Delgado Danielle Poveromo, Parks and Recreation
Ronald March Rubben Lolly, Streets Transportation
Francisco Covarrubias Donna Maroney, Human Resources
Cesar Barcenas Rebecca McCarthy, CMO (Coordinator)
Jose Mascareno Sr. Stevie Vega, Human Resources (Scribe)






Report

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Item text
Approving the Memorandum of Understanding Between the City of Phoenix and
American Federation of State, County and Municipal Employees, AFSCME Local
2384 (Unit 2) (Resolution 22372) - Citywide

The City of Phoenix has met and conferred with American Federation of State, County
and Municipal Employees, AFSCME Local 2384 (Unit 2) in accordance with the terms
of Section 2-218 of the City Code, and a Memorandum of Understanding (MOU) has
been approved by the organization's membership. A copy of the proposed MOU has
been filed with the City Clerk and an opportunity for public comment was conducted at
the April 22, 2026, City Council Formal Meeting.

The following is a compensation summary in the proposed MOU:

Year 1:
Ongoing 2.0 percent base wage
Non-Continuous $500 for each full-time employee and $250 for each part-time
employee
Non-Continuous 1.0 percent base wage for each employee

Year 2:
Ongoing 0.5 percent base wage
Non-Continuous 1.5 percent base wage for each employee

Responsible Department
This item is submitted by Deputy City Manager David Mathews and the Human
Resources Department.





Attachment A




MEMORANDUM OF UNDERSTANDING

2026 – 2028

CITY OF PHOENIX

AND

AMERICAN FEDERATION

OF STATE, COUNTY

AND MUNICIPAL EMPLOYEES

LOCAL 2384, AFL-CIO

REPRESENTING FIELD UNIT II EMPLOYEES




ARTICLE 1: RIGHTS ...................................................................................................... 5
SECTION 1-1: GENDER ................................................................................................................................ 5
SECTION 1-1A: RECOGNITION ..................................................................................................................... 5
SECTION 1-2: CITY AND DEPARTMENT RIGHTS ............................................................................................. 5
SECTION 1-3: UNION RIGHTS ....................................................................................................................... 6
SECTION 1-4: RIGHTS OF UNIT EMPLOYEES ............................................................................................... 13
SECTION 1-5: PROHIBITION OF STRIKE AND LOCKOUTS ............................................................................... 21
SECTION 1-6: NEW POSITIONS/CLASSIFICATIONS ....................................................................................... 21
ARTICLE 2: GRIEVANCE/ARBITRATION/LABOR MANAGEMENT .......................... 22
SECTION 2-1: GRIEVANCE PROCEDURE ..................................................................................................... 22
SECTION 2-2: ARBITRATION ....................................................................................................................... 27
SECTION 2-3: LABOR-MANAGEMENT COMMITTEE ....................................................................................... 30
SECTION 2-4: HEALTH AND SAFETY COMMITTEE ......................................................................................... 31
ARTICLE 3: COMPENSATION/WAGES ...................................................................... 32
SECTION 3-1: WAGES ............................................................................................................................... 33
SECTION 3-1A: PRODUCTIVITY ENHANCEMENT PAY.................................................................................... 34
SECTION 3-2: OVERTIME ........................................................................................................................... 35
SECTION 3-2A: CALL OUT PAY .................................................................................................................. 37
SECTION 3-3: OUT-OF-CLASS PAY............................................................................................................. 38
SECTION 3-4: SICK LEAVE CONVERSION AT RETIREMENT............................................................................ 39
SECTION 3-4A: SICK LEAVE PAYOUT ......................................................................................................... 39
SECTION 3-5: SHIFT DIFFERENTIAL PAY ..................................................................................................... 39
SECTION 3-5A: WEEKEND SHIFT DIFFERENTIAL PAY .................................................................................. 39
SECTION 3-6: STAND-BY PAY .................................................................................................................... 40
SECTION 3-7: SHOW-UP TIME ................................................................................................................... 40
SECTION 3-8: JURY DUTY .......................................................................................................................... 41
SECTION 3-9: DEFERRED COMPENSATION PROGRAM ................................................................................. 41
ARTICLE 4: HOURS OF WORK/WORKING CONDITIONS ........................................ 41
SECTION 4-1: HOURS OF WORK................................................................................................................. 41
SECTION 4-2: REST AND LUNCH PERIODS .................................................................................................. 43
SECTION 4-3: CLEAN-UP TIME ................................................................................................................... 44
SECTION 4-4: SENIORITY ........................................................................................................................... 44
SECTION 4-5: SHIFT BID PROCEDURE FLEET SERVICES DIVISION ................................................................ 44
SECTION 4-6: TECHNOLOGY ...................................................................................................................... 47
ARTICLE 5: BENEFITS ................................................................................................ 47
SECTION 5-1: HEALTH INSURANCE AND EMPLOYEE ASSISTANCE ................................................................. 47
SECTION 5-2: DENTAL INSURANCE ............................................................................................................. 48
SECTION 5-3: LIFE INSURANCE .................................................................................................................. 48
SECTION 5-4: LONG-TERM DISABILITY INSURANCE ..................................................................................... 49
SECTION 5-5: HOLIDAYS AND VACATION PAY, AND LEAVE DONATIONS......................................................... 49
SECTION 5-6: UNIFORMS ........................................................................................................................... 52
SECTION 5-7: PARKING ............................................................................................................................. 52
SECTION 5-8: TOOL ALLOWANCE ............................................................................................................... 52
SECTION 5-9: PARENTAL LEAVE................................................................................................................. 53
ARTICLE 6: MISCELLANEOUS .................................................................................. 54
SECTION 6-1: SAVING CLAUSE................................................................................................................... 54
SECTION 6-2: COPIES OF MEMORANDUM ................................................................................................... 55
SECTION 6-3: APPRENTICESHIP PROGRAMS ............................................................................................... 55
SECTION 6-4: PART-TIME EMPLOYEES ....................................................................................................... 55



SECTION 6-5: DEPARTMENT CERTIFICATIONS AND REQUIRED LICENSES ...................................................... 56
SECTION 6-6: SAFETY MANUAL.................................................................................................................. 57
SECTION 6-7: TERM AND EFFECT OF MEMORANDUM ................................................................................... 57
SECTION 6-8: ............................................................................................................................................ 58




PREAMBLE
WHEREAS the well-being dignity, respect, and morale of the employees of the City are
benefited by providing employees an opportunity to participate in the formulation of
policies and practices affecting the wages, hours, and working conditions of their
employment; and

WHEREAS the parties hereby acknowledge that the provisions of this Memorandum of
Understanding (hereinafter Memorandum or M.O.U.) are not intended to abrogate the
authority and responsibility of City government provided for under the statutes of the State
of Arizona or the Charter or Ordinances of the City of Phoenix except as expressly and
lawfully modified herein; and

WHEREAS the parties agree that the Phoenix Employment Relations Board (P.E.R.B.)
unit certification reflects that there exists a clear and identifiable community of interest
among employees covered by this Memorandum; and

WHEREAS the parties, through their designated representatives, met and conferred in
good faith pursuant to the Meet and Confer Ordinance in order to reach agreement
concerning wages, hours, and working conditions of employees in Field Unit II;

NOW therefore, the City of Phoenix, hereinafter referred to as "the City," and Local 2384,
as an affiliate of the American Federation of State, County, and Municipal Employees,
AFL-CIO, hereinafter referred to as the "Union", having reached this complete agreement
concerning wages, hours, and working conditions for the term specified, the parties
submit this Memorandum to the City Council of the City of Phoenix with their joint
recommendation that body resolve to adopt its terms.




ARTICLE 1: Rights

Section 1-1: Gender
Whenever any words used herein in the masculine, feminine, or neutral, they shall be
construed as though they were also used in another gender in all cases where they would
so apply.


Section 1-1A: Recognition

A. The City recognizes the Union as the sole and exclusive meet and confer agent
pursuant to the Meet and Confer Ordinance as amended, for the purpose of
representation regarding wages, hours, and other conditions of employment for all
employees in positions constituting Field Unit II, as certified or as may be modified by
the Phoenix Employment Relations Board (P.E.R.B.).


Section 1-2: City and Department Rights

A. The Union recognizes that the City has and will continue to retain, whether exercised
or not, the unilateral and exclusive right to operate, administer, and manage its
municipal services and work force performing those services in all respects subject to
this Memorandum.

B. The City Manager and Department Heads have and will continue to retain exclusive
decision-making authority on matters not expressly modified by specific provisions of
this Memorandum and such decision-making shall not be in any way, directly or
indirectly, subject to the grievance procedure contained herein.

C. The exclusive rights of the City shall include, but not be limited to, the right to
determine the organization of City government and the purpose and mission of its
constituent agencies, to set standards of service to be offered to the public, and
through its management officials to exercise control and discretion over its
organization and operations, to establish and effect Administrative Regulations and
employment rules and regulations consistent with law and the specific provisions of
this Memorandum, to direct its employees, to take disciplinary action for just cause, to
relieve its employees from duty because of lack of work or for other legitimate reasons,
to determine the methods, means, and personnel by which the City's services are to
be provided, including the right to schedule and assign work and overtime, and to
otherwise act in the interest of efficient service to the community. Nothing herein shall


be construed to diminish the rights of the City under Section 5 of the Meet and Confer
Ordinance.


Section 1-3: Union Rights

It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the City to count as time worked, any hours or fractions
of hours spent outside the employee's work shift in pursuit of benefits provided by this
Article. The City shall count as time worked any hours or fractions of hours spent within
the employee's regular work shift.

No employee shall suffer reprisal for the exercise of rights granted by this MOU.

The City of Phoenix and the residents it serves benefit from harmonious and
cooperative relationships between the City and its employees. AFSCME Local 2384,
as the authorized representative, has the exclusive right to serve as the meet-
and-confer representative of all Unit employees, as certified by the Phoenix
Employment Relations Board.

A. Authorized Unit Employee Representatives

The Union agrees that up to four bargaining Unit members (“Authorized Unit
Employee Representatives”) of AFSCME Local 2384 (the Union) will perform
activities that provide a clear, measurable benefit to City operations.
Authorized Unit Employee Representatives are subject to Administrative
Regulations. The City will pay these employees’ and the union steward
employees’ full time fringe benefits (including pension benefits). Authorized
Unit Employee Representatives shall suffer no reprisal with regard to their
original position, location, and schedule by seniority for performing
activities as Authorized Unit Representatives under this section and upon
return to their regular City duties, the Unit employee shall be reinstated to
their original position, location, and schedule by seniority.

The City has determined that Authorized Unit Representatives will be
released to perform the following activities that confer a public benefit and
serve a public purpose by directly advancing City operational interest (“City
Business Time”):

1. In coordination with management, Authorized Unit Representatives will
attend City-directed meetings, seminars, training classes, and workshops,
to help bargaining unit employees better understand City policies, programs,
practices, conflict resolution, and labor-management partnerships.

2. Authorized Unit Representatives will facilitate effective communication
between employees and management to ensure the safe and efficient


delivery of services and to develop a heightened degree of labor-
management cooperation.

3. In coordination with management, Authorized Unit Employee
Representatives will assist with the development, promotion,
implementation, and communication of new, revised, or updated programs
and/or policies to the broader City workforce that are members of the
bargaining unit in order to streamline service delivery and facilitate timely
implementation of changes in policies or programs. Changes in safety or
security policies and procedures will take priority over other changes.

4. In coordination with management, as a means of achieving a healthier
workforce and driving down workers compensation and healthcare costs,
and the use of sick leave, Authorized Unit Employee Representatives will
assist bargaining unit members with understanding and coordinating
benefits.

5. With the goal of driving down medical costs while providing appropriate
medical benefits, Authorized Unit Employee Representatives will participate
directly and assist the City with benefit evaluations, which will include
serving on the Citywide Health Care Task Force.

6. To ensure City resources are well coordinated, and upon direction from the
City and consent of the Union, Authorized Unit Employee Representatives
will participate in, and serve as members of, various City task forces and
committees.

7. Authorized Unit Employee Representatives will represent bargaining unit
members in critical incidents at the time of such incidents (e.g., a personal
injury suffered on the job).

8. In coordination with management, Authorized Unit Employee
Representatives will participate in City-sponsored community projects.

9. As a means of enhancing employee performance, Authorized Unit Employee
Representatives will assist members in understanding and following work
rules, rights, obligations, and responsibilities.

10. As a means of controlling administrative and litigation costs associated with
employee matters in a large and complex City, with the goal of resolving
matters at the earliest possible stage, and in coordination with management,
Authorized Unit Employee Representatives will assist bargaining unit
members and management in matters related to employer-employee
relations.



11. In coordination with management, and to enhance workplace safety efforts,
Authorized Unit Employee Representatives will participate in safety
programs and compliance initiatives.

12. In coordination with City and department management, and to enhance
safety, efficiency and delivery of City services, Authorized Unit Employees
agree to investigate, study and develop suggested solutions and resolution
of workplace issues including work assignments, workplace conflicts and
disagreements raised by either the City or unit employees.

13. In coordination with City and department management and to enhance
efficiency and delivery of City services and retention of employees and to
lower rates of turnover of City employees, Authorized Unit Employees will
assist in helping unit employees and the City understand and develop
reasonable expectations for employees, working with department
management to develop Performance Management Guide (PMG) goals,
assisting unit employees and management in reviewing and developing
expectations and compliance.

14. In coordination with management, Authorized Unit Employee
Representatives will participate in other activities specifically requested or
approved by City Manager or designee.

The City Manager may permit Authorized Unit Employee Representatives to
perform other activities that will provide a direct and measurable benefit to
the City.

B. Authorized Employee Representatives are prohibited from participating in any
political activity during City Business Time, unless specifically requested by
City Manager or designee. Authorized Employee Representatives shall not
engage in any of the following activities (“Union Business Work”) during City-
paid time and must take leave (“Union Business Work”) to engage in such
activities during the regular work schedule:

1. Union legislative lobbying, or political activity. This includes
participating in the preparation or distribution of legislative proposals.

2. Union Organizing. This includes preparing and/or distributing union
organizing material.

3. Represent employees in Civil Service hearings.



4. Bargaining/Negotiations. This includes any matters deemed
mandatory subjects of bargaining.

5. Representation in grievance arbitrations unless requested by the City.

6. The Union agrees the City will bear no costs for transportation, office
space, office supplies, administrative support, and liability coverage
for acts or omissions of Authorized Employee Representatives while
on non-City business.

C. Reporting And Accountability of Authorized City Business Time

The Union shall submit monthly activity logs and progress reports to the Human
Resources Director or designee documenting the City Business of the
Authorized Employee Representatives and any leave used by the Authorized
Employee Representatives. The parties shall agree on the format of the logs and
progress reports.

The Authorized Employee Representatives will advise the City of the days and
hours they are available and intend to spend on City Business Time and shall
submit leave slips for any time used for Union Business Time on forms agreed
to by the parties, and shall submit leave slips for other personal leave in
accordance with City absence policies.

If the Authorized Employee Representative performs Union Business Work
during his or her regular work schedule, such time shall be considered Union
Business Time, which shall be funded through voluntary Unit member
donations collected in a Bank of Release Hours or by direct reimbursement to
the City.

The City has the right to audit and challenge submitted logs. Such challenges
shall be provided to the Union, in writing, explaining the factual basis of the
challenge and proposed resolution. In the event there is disagreement, either
party may request to meet and discuss the matter. Any unresolved dispute shall
be processed as a Union Grievance in accordance with the provisions of Article
2 of this MOU. Grievance Resolution may include the Union reimbursing the City
for activities not deemed City Business under this agreement within 45 calendar
days of final resolution by the City Manager.




The Union and City each agree to fully cooperate with periodic audits of the
hours and activities worked by Authorized Employee Representatives and
resolution of any disputes arising therefrom. Audits shall be conducted on a
timely basis and limited to a reasonable recent period. Reconciliation will be
made quarterly.

D. Union Stewards

The Union may designate up to 55 Union members as site stewards, 26 Union
members as chief stewards, and 17 Union members as lead stewards and shall
notify the Labor Relations Administrator of such designations. There shall
be no obligation on the City to change or adjust normal departmental
scheduling or assignments of personnel because of such designations
although the City shall confer on this issue if requested.

All levels of stewards doing work on behalf of the Union, outside of their
home department, must utilize the Union Bank of Release Hours.

1. Union designated representatives shall be admitted to the buildings and grounds of the City
for the purpose of City Business Time and for official Union business, so long as such
will not, in any manner, interfere with any work operation or the safety and security of any
work site. Such representatives will check in with the supervisor involved and will be required
to comply with the existing operational and safety regulations and procedures as
directed by the supervisor.

2. Consistent with the MOU, and in the sole discretion of the City Manager or designee,
the City Manager or designee may authorize Unit members in advance in writing to
engage in lawful Union related activities during City work hours on a non-paid basis.

3. City Business Time may only be used for activities expressly authorized under this
Section. The City reserves the right to deny approval of a request to use City Business
Time for activities not consistent with the terms and conditions of this MOU. The City
shall not arbitrarily deny requests for use of City Business Time for activities that
provide a clear, measurable benefit to City operations, such as improving employee
safety or productivity, achieving cost savings, improving regulatory compliance, and
helping employees understand and exercise their rights and responsibilities.

E. Requests for City Business Time

1. A designated union site steward who wishes to use City Business Time must submit a
request as soon as the need is known, but no later than 72 hours in advance of the time
requested. Labor Relations may grant exceptions to this requirement to the Union in
writing; such requests will not be arbitrarily denied. Requests for City Business Time
will be approved only if the activity is listed in this section of the MOU or pre-approved



by the City Manager or designee in writing and documented as providing a measurable
operational benefit to the City.


2. If a request for City Business Time is denied and the designated union steward or any
Union officer believes that the activity for which time was requested has a clear,
measurable benefit to City operations, such as improving employee safety, efficiency,
productivity, cost savings, regulatory compliance, helping employees understand and
exercise their rights and responsibilities, the designated union steward may first
appeal that denial to the Labor Relations Division or Human Resources Director who
will promptly make a determination. If the Union continues to disagree with the
determination, it may submit a grievance which shall be processed as a Union
Grievance in accordance with the provisions of Article 2 of this MOU.


F. New Employee Orientation

The Human Resources Department will notify the Union when Orientation sessions
involving new unit employees are scheduled. The Union shall be invited to attend new
employee orientation (NEO) sessions to inform new unit employees of their rights
under the Code and this MOU and answer any questions directed to the Union.

Such opportunity shall be afforded the Union during NEO sessions conducted by the
Human Resources Department, and individual department NEO sessions.

G. International and Union Representatives

Accredited International and appropriately designated Local representatives shall be
admitted to the buildings and grounds of the City during working hours for legitimate
Union purposes including providing representation to employees, so long as such will
not interfere with any work operation or the safety and security of any work site. Such
representative will check in with the supervisor involved and will be required to
conform to the safety regulations of the work site. Non-City personnel will be identified
to the department director or designee prior to entering restricted City areas.

H. Payroll Deduction

1. The City shall deduct from the first pay warrant of Union members, in each month,
the regular periodic membership dues and regular periodic Union sponsored 10
insurance premiums pursuant to the City's deduction authorization form duly
completed and signed by the employee and transmit such deductions monthly to
the Union no later than the fourteenth (14th) day following the end of the pay period
in which the deduction occurs, along with an alphabetical list of all employees for
whom deductions have been made. Such deduction shall be made only when the


Union member's earnings for a pay period are sufficient after other legally required
deductions are made.

2. Authorization for membership dues deduction herein under shall remain in effect
during the term hereof unless revoked by the employee. Revocation of deductions
shall be accepted by the City only during the first week of July or January to be
effective the following payroll period. The City will notify the Union of any
revocations submitted to it.

3. The City shall not make dues deductions for Unit employees on behalf of any other
employee organization (as defined in the Meet and Confer Ordinance) during the
term of this Memorandum. At each scheduled Labor Management Committee
meeting, the City shall provide to the Union a list of any exceptions to this provision
arising from transfers between any other Unit.

4. It is agreed that the City assumes no liability except for its gross negligence on
account of any actions taken pursuant to this section. The City will however, as
promptly as technically possible, implement changes brought to its attention. The
City shall at the written request of the Union during the term of this agreement
make changes in the amount of deduction hereunder for the general membership
provided cost for implementing such changes shall be reimbursed by the Union.

I. Union Materials & Bulletin Boards

1. The Union through its designated representative, may distribute materials on the
City premises (buildings and grounds) before and after scheduled working hours
or in non-work areas during scheduled work hours provided that both the employee
distributing and the employee receiving such materials are on non-work periods.
In addition, by using its own resources the union may utilize work location
mailboxes to communicate with unit members.

2. The Union shall be allowed to send one union-requested communication per
month using the City Email System to communicate with Unit 2 employees.
Requests will be processed through Labor Relations. Issues stemming from this
agreement will not be subject to the grievance procedure and will be discussed in
labor-management meetings.

3. The City shall provide the Union with accessible bulletin boards at mutually agreed
upon locations. The City shall grant sole and exclusive use of such bulletin boards
to the Union.




4. Materials which are abusive of any person or organization, which conflict with laws
regulating the political activities of City employees, and which are disruptive of the
City’s operations may not be posted or distributed.

5. The Union may grieve any refusal by the City to approve posting or distributing of
materials. The City will not arbitrarily disapprove materials.

6. Unit List: Upon the Union’s filing of a Third Party Data Sharing Agreement with the
Labor Relations Division, the City shall provide the Union, upon request, a listing
of Unit employees indicating name, employee identification number, home
address, date of employment, job classification, department number, City payroll
deduction of donated hours, and/or a seniority list by job classification and a
monthly list of employees added that month to Unit 2.

7. Intranet Access: The City will endeavor to maintain remote computer access to the
City’s intranet for the Union Office.

J. Contracting Out

The City will comply with the provisions of Management Procedure Number 5.501,
dated February 7, 1994, and notify the Union, in writing, of the City's intent to contract
with a private agency for the provision of municipal services. The Union may, within
seven (7) calendar days of this notification, request a Labor-Management Committee
meeting for the purpose of discussing the potential contract. It is understood by all
parties that the Union's exercise of rights granted by this Article shall in no way delay
the process outlined in Management Procedure 5.501, nor impede the City's authority
to enter into a contractual agreement with a private agency.

The City will provide the union, upon request, with a listing in electronic format of unit
employees’ name, home address, date of employment, and department. The City will
also provide mailing information of all Unit 2 employees at the request of the Union.

The City shall provide the Union a list of all Unit 2 vacancies monthly.

Based upon mutually agreed upon frequency, departments will establish regular Labor
Management meetings with union leadership to ensure productive communications
on items such as: department policy changes and the outsourcing of services currently
performed by unit members which could directly result in a reduction in the number of
permanent Unit positions (“contracting out”).

Section 1-4: Rights of Unit Employees

It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the City to count as time worked, any hours or fractions


of hours spent outside the employee's work shift in pursuit of benefits provided by this
Article. The City shall count as time worked any hours or fractions of hours spent within
the employee's regular work shift in pursuit of benefits provided by this Article.

A. Unit employees have the right to be represented by the union and the union reserves
the right to provide representation to its members in dealings with the City concerning
grievances, and matters pertaining to their individual employment rights and
obligations, and during an investigatory interview concerning allegations focused on
the employee which may result in disciplinary action.

B. Supervisors are encouraged to discuss concerns and attempt to resolve those
concerns with an employee without utilizing a formal investigatory process.
Supervisors are encouraged to not utilize an investigatory process unless they have
a reasonable belief that discipline (a written reprimand or higher) could result. Should
information be made during a conversation to attempt to resolve an issue that could
result in discipline, the supervisor will stop the meeting and utilize an investigatory
process as outlined below. Any interview becomes investigatory when facts or
evidence sought by management may result in a disciplinary action.

• An employee is entitled to Union representation if the employee reasonably
believes that the investigatory interview will result in disciplinary action and the
employee has requested representation from their union.

C. The City may, at its sole discretion, either conduct investigatory interviews with
employees or issue employees written questions in order to provide the employee an
opportunity to gather additional information. In either case, a Notice of Inquiry (NOI)
form will be used. The intent of the NOI is to clearly put employees on notice that they
are under investigation that could result in discipline, inform them of the nature of the
allegations against them, and inform them of their right to representation.

D. If the City elects to issue written questions to the employee, the following shall apply:

1. If an NOI is being issued and there is no active questioning, representation is not
required.

2. The employee will have 72-hours excluding holidays and N-days to respond in
writing and provide any other material requested. This deadline may be extended
by mutual agreement if there are extenuating circumstances.

E. If the City elects to conduct an investigatory interview, the following shall apply:




1. Prior to the employee being interviewed, the employee shall be advised of their
right to a representative.

2. The NOI form will be issued at the meeting.

3. The union representative may engage in meaningful representation, including but
not limited to assisting and consulting with the employee, attempting to clarify the
facts or questions asked, and suggesting other employees or witnesses who may
have knowledge of the underlying issues. The union representative cannot speak
on behalf of the employee or impede the progress of the interview.

4. The member or representative may ask for a caucus during the meeting. The
caucusing party will attempt to keep the caucus to reasonable timeframes.

5. The interviewer may not prohibit the union representative from engaging in
representation, including consulting with the employee. The member shall be
allowed to seek advice and counsel from their representative in caucus during the
interview.

6. The union representative may not behave in a violent, verbally abusive, insulting,
or demeaning manner toward the interviewer.

7. Prior to the conclusion of the meeting, the member or representative shall have
the opportunity to make a closing statement.

8. If the department requires a written statement at an investigatory meeting, the
employee will be given up to one hour of City time to write the statement. Additional
time may be granted at the sole discretion of the department and will not be
withheld arbitrarily.

9. The employee will be provided with a copy of the interview notes and given 72
hours excluding weekends and the employee’s holidays and N-days to confirm
their answers and provide any additional information.

10. Except for emergency situations, the unit employees shall have a minimum of 48
hours excluding weekends and the employee’s holidays and N-days to arrange for
union representation when the member is the subject of an administrative
investigatory interview. The union representative will make every reasonable
attempt to arrive within the 48 hours. An employee may waive the 48- hour time
requirement if the employee is not opting for representation. Employees will be
provided with the NOI cover sheet (and attachment if applicable) listing the
allegations against the employee 48 hours in advance of the investigatory


interview, however, the NOI/interview questions will not be provided in advance.
No reasonable request for an extension will be arbitrarily denied.

F. Regardless of whether the City elects to interview the employee, or issue written
questions, the following shall apply:

1. The employee will be instructed not to speak to anyone regarding an investigation.
This restriction does not apply to the union, the employee's family or clergy, the
investigator, or chain-of-command.

2. The employee will be advised if the inquiry is supervisor initiated or the result of a
citizen complaint, employee/co-worker complaint, or other.

3. The member shall also be informed that none of their statements, nor any
information or evidence which is gained by reason of such statements, can be
issued against them in any criminal proceedings.

4. A unit member shall receive a copy of any statement that they are asked to sign.

5. An employee under investigation will be notified in writing every 75 calendar days
as to the current status of the investigation, employees may contact their HR
Liaison with questions. Every 30 days, an employee under investigation may
request a status update. At management's discretion, the status will be provided
either verbally or in writing. This will include a brief description of the number of
known witnesses still to be interviewed and other investigate processes remaining
to be completed, as well as an estimated date of completion.

Upon conclusion of each investigation, the City will provide all respondents
with a copy of the investigation summary.

G. Misc.

1. A unit member identified solely as a witness will not be prevented from reaching
out to the union on their own time to consult with a union representative prior to
their interview.

2. Only paperwork pertaining to any completed NOI investigation resolved as
sustained will be kept in an employee's personnel files.

3. If a Union Steward is requested by management to hold over or is called in from
home by a supervisor to represent an employee at meeting required by



management, the Union Steward will receive overtime compensation for actual
time held over or a minimum of 1 hour if called from home.

H. Unit employees will be permitted to apply and/or compete in a transfer process while
in a pending investigation. The transfer process will not be delayed pending the
conclusion of the related investigation.

I. The City will provide to the employee a copy of the Citywide completed accident
investigation and any other material the City plans to present at the Citywide Accident
Review Board hearing. This material will be supplied as quickly as possible after the
material has been prepared.

J. It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the employer to count as time worked, any hours
or fractions of hours spent outside the employee's work shift in pursuit of benefits
provided by this Article unless otherwise specified in this MOU. The employer shall
count as time worked any hours or fractions of hours spent within the employee's
regular work shift in pursuit of benefits provided by this Article.

K. Unit employees have the right to present their own grievance, in person or by legal
counsel.

1. Any Unit member covered hereunder or his representative designated on a written
form signed by the employee shall, on request and by appointment, be permitted
to examine his departmental personnel file, in the presence of an appropriate
supervisory official of the Department.

2. No Unit member shall have any adverse comments entered into a departmental
personnel file without the member being informed by a supervisor. The Unit
member shall be asked to date and sign such material solely as evidence of being
advised of its existence, not as indicating agreement. If the Unit member requests,
he shall receive a copy of the adverse comment.

3. Unit members may, at their discretion, attach rebuttal statements to any material
contained in their departmental personnel file, which may be adverse in nature.
The attachments must be no more than 4 pages.

L. The City will comply with provisions of A.R.S. Section 12-2506, paragraph D,
subparagraph 1, and assume responsibility for actions of any Unit II employee in a
legal proceeding for personal injury, property damage, or wrongful death, when it is
demonstrated that the employee was performing his regularly assigned duties without
malice or any degree of negligence.


M. Discipline older than 5 years from the date of issuance will not be considered for
progressive discipline or promotion/transfer purposes except for the following types of
discipline, which may be considered for the duration of employment (and upon the
employee’s return to employment, if applicable):

Sustained discipline of a 40-hour suspension or greater discipline of the following
types:

• The employee has been abusive or threatening in attitude, language, or conduct
towards fellow employees, customers of the City, or the public.
• The employee has solicited or taken for personal use a fee, gift, or favor in the
course of the assigned work or in connection with it, which would lead toward
favoritism or the appearance of favoritism or a conflict of interest.
• The employee is in possession of a deadly weapon (as defined in ARS 13-3101),
excepting a pocketknife (as provided in ARS 13- 3102) at a City worksite, unless
such employee is a police officer. (A worksite includes not only City buildings and
property, but also City vehicles and private vehicles while being used on City
business, and other assigned work locations.)
• The employee has intentionally falsified records or documents made, kept, or
maintained for or on behalf of the City of Phoenix.
• The employee has stolen or is in unauthorized possession of City property or the
property of another employee or citizen.
• The employee is under the influence of alcohol or illegal drugs on the job.
• The employee has violated City of Phoenix anti-harassment or anti-discrimination
policies.
• The employee committed a violation of the City’s Ethics Policy.
• The employee’s actions meet the elements of a felony.
• The employee committed an act of dishonesty.
• The employee has committed a Class 3 violation of use of force (For enforcement
positions within the Police Department).

N. The City shall post on employee bulletin boards for employee review any new policies
and/or revision in City or written department policies and procedures affecting Unit II
employees and provide a copy to the Union. Notice shall remain posted for not less
than thirty (30) calendar days. Review of policy and procedure revisions shall be
included in employee meetings and shift briefings when appropriate and practical to
do so. The City will notify employees of new or revised written City or Department
policies affecting Unit employees as soon after release as possible.




Based upon mutually agreed upon frequency, departments will establish regular Labor
Management meetings with union leadership to ensure productive communications
on items such as: department policy changes and the outsourcing of services currently
performed by unit members which could directly result in a reduction in the number of
permanent Unit positions (“contracting out”).

O. A coaching is a verbal discussion with an employee. A coaching is not disciplinary
nor shall it be considered a first offense for purpose of progressive discipline.
Employees will be advised that they are receiving a coaching at the time it is given. A
written record of a coaching may be placed in the supervisor’s file for both positive
and negative incidents. An employee may receive more than one (1) coaching for a
similar matter.

A supervisory counseling is a verbal warning that the supervisor shall document in
memo form. A supervisory counseling is not discipline. They are to be used to
determine only notice to the employee.

If a supervisory counseling is to be used in any disciplinary or personnel action or any
performance rating, the employee will be given the supervisory counseling in memo
form, that identifies the behavior requiring improvement, the reason for the
improvement, and the consequences of continuing the unacceptable behavior. The
memo will contain a line for the employee’s signature and above the line the
statement: “The employee shall date and sign the supervisory counseling, not as an
indication of agreement, but solely as evidence of being advised of its existence.” The
employee will receive a copy of the memo.

A supervisory counseling will only be retained in the supervisor’s file. It will not be
placed in the employee’s personnel file.


Department File Personnel File
Document Supervisory File (if applicable) (OFFICIAL FILE)
Maintain original
in file.
Coachings/Supervisory Not maintained Not maintained
Remove annually
Counselings in file. in file.
provided no further
incidents.
Maintain original
Maintain copy
in file.
in file.
Employee may
Written Reprimands Maintain copy Employee may
request to
in file. request to remove
inactivate
Remove annually after 3 years.
after 3 years.
provided no further
Maintain copy Maintain original
incidents.
Suspensions in file. in file.
(other than below) Employee may
request to remove


after 10 years. Employee may
request to
inactivate
after 10 years.
Maintain original
Maintain copy
Discipline as discussed in file.
in file.
in section 1-4.M. May not be
Cannot Remove
inactivated

The official discipline record is maintained in the Personnel File. Copies maintained
in either the Supervisory and/or Department files are not the official record.
Employees may request to remove/inactivate eligible documents based on the above
criteria. Official records may only be inactivated and not removed.

If an employee receives a written reprimand during the rating period, the supervisor
will document the improvement required in the employee’s performance evaluation
without documenting the issuance of discipline.

The City continues to retain the format used for corrective action/discipline, including
forms, technology, etc.

P. If an employee is not given his/her PMG by the annual review date, the employee’s
merit increase will be processed within twenty-one (21) calendar days following the
above due date and be retroactive to the PMG annual review date. (If PMG is an
overall “met”).

Employees will be notified of performance issues as they occur or are discovered.

Q. All unit members have the right to be treated in a manner which is fair and impartial in
any matter associated with the rights of unit members under specific terms of this
Memorandum of Understanding.

If a unit employee is suspended, it is understood that a suspension day is defined as
eight (8) hours. For employees working compressed workweek, the remaining hours
of the workday would be accounted at the sole discretion of management.

R. In accordance with the City’s selection and interview guidelines and at
management request, Union designated employees will participate in City
selection processes.

Unit employees may contact the Interview Panel Chair for direct interview
feedback.

Unit employees may contact HR for detailed interview feedback.



S. When the City determines that an employee has been overpaid, it shall notify
the employee of this and the reason in writing. The City shall arrange to recover
such overpayment from the Employee over the same period unless the total
amount is less than $250 (Two-hundred fifty dollars), at which time the entire
amount may be recovered in one lump sum unless other arrangements have
been made between the parties. (For example, an employee who has been
overpaid by $5.00 per pay period for six months shall refund the City at the same
rate of $5.00 per pay period over six months.) The employee has up to 14
calendar days to notify the City if they want to pursue reasonable alternative
repayment arrangements. If the City does not receive notice from the employee
within 14 calendar days, the City shall recover the overpayment in the manner
as set forth.

If the total amount is not repaid by the time of the Employees separation from
the Employer the unpaid balance shall become due and payable immediately.
The City reserves the right to deduct the unpaid balance from any final
payments of salary, vacation, or other benefit due to Employee under any City
ordinance or Memorandum of Understanding.



Section 1-5: Prohibition of Strike and Lockouts

A. The provisions of Section 2(17) and Section 13 of the Meet and Confer Ordinance are
expressly incorporated herein.

B. There shall be no "lockout" by the City during the term hereof.


Section 1-6: New Positions/Classifications

A. The City shall give written notice to the Union 30 days in advance of a position being
reallocated or reclassified such that the position is removed from the unit.

The parties agree to consult on the inclusion or exclusion of new classification(s) in
the bargaining unit and may thereafter refer any such matter, jointly or individually, to
the Phoenix Employment Relations Board (PERB) for appropriate action.

The City shall give notice to the Union within 10 working days whenever a
classification or compensation study is undertaken that includes active positions
belonging to the Union. The Human Resources Department shall provide the Union
with an opportunity to meet with the person conducting the study prior to preparation
of any report or recommendations. The City shall notify the affected Union of the


results and recommendations resulting from any study 30 calendar days prior to that
study being presented to the Human Resources Committee. It should be noted that
there is no guarantee, either expressed or implied that changes to a classification or
its grade and salary range will result from a study.

The Union may submit a prioritized written request of classifications specific to the unit
that they wish to have studied. All written requests shall include a full explanation of
why the classification should be studied. This explanation shall indicate whether the
Union is requesting a full classification study (including job levels and job architecture)
or if the request is limited to a compensation review to assess market competitiveness
and grade and salary levels. At least four (4) requests by the Union shall be started
by the Human Resources Department in order of their ranking per contract year.

The Human Resources Class & Comp Division will meet monthly with Unit 2
leadership to discuss issues related to classifications and compensation. The
meeting may be cancelled upon mutual agreement.



ARTICLE 2: Grievance/Arbitration/Labor Management

Section 2-1: Grievance Procedure

It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the City to count as time worked any hours or fractions
of hours spent outside the employee's work shift in pursuit of benefits provided by this
Article. The City shall count as time worked any hours or fractions of hours spent within
the employee's regular work shift in pursuit of benefits provided by this Article.

A. Informal Resolution

1. The parties agree that the first attempt to resolve employee complaints arising
under this M.O.U. will be an informal discussion between the employee and his
immediate non-unit supervisor only.

2. It is the responsibility of Unit members who believe that they have a bona fide
complaint concerning their working conditions to promptly inform and discuss it
with their immediate non­unit supervisor in order to, in good faith, endeavor to
clarify the matter expeditiously and informally at the employee-immediate
supervisor level.




3. If such informal discussion does not resolve the problem to the Unit member's
satisfaction, and if the complaint constitutes a grievance herein defined, the Unit
member may file a formal grievance in accordance with the following procedure.

B. Definition of Grievance

1. A "grievance" is a written allegation by a Unit employee, submitted as herein
specified, claiming violation(s) of the specific express terms of this Memorandum
for which there is no Civil Service or other specific method of review provided by
State or City law.

2. The City continues to retain the format used for the grievances, including forms,
technology, etc.

3. A grievance which does not meet the requirements set forth in this Article shall be
null and void and will not be processed in accordance with this procedure.

C. Procedure

In processing a formal grievance, the following procedure shall apply:

A grievance must be reduced to writing, citing the specific Article and Section of this
Memorandum alleged to have been violated.

Reasonable requests for extensions should not be arbitrarily denied.
(Extensions from the grievant shall be submitted to the appropriate level for the
step, extensions must be submitted in writing. Email is acceptable.)

Step 1

The unit employee shall reduce the grievance to writing by completing all parts of the
grievance form provided by the City, and submit it to the second line supervisor
designated by the City or City designee within fourteen (14) calendar days of the initial
commencement of the occurrence being grieved or when the employee had
reasonable cause to become aware of such occurrence. The City will assign a
grievance number within fourteen (14) calendar days. Either party may then request
that a meeting be held concerning the grievance or they may mutually agree that no
meeting be held.

The second line supervisor shall, within fourteen (14) calendar days of having received
the written grievance or such meeting, whichever is later, submit his response thereto
in writing to the Grievant and the Grievant’s representative, if any. The parties by
written mutual agreement may skip from Step 1 to Step 2 of the grievance procedure.

Step 2


If the written response of Step 1 does not result in resolution of the grievance, the
grievant may appeal the grievance by completing the City form and presenting it to
the second Step of review, the Department Head or his designee, within fourteen (14)
calendar days of the grievant’s receipt of the Step 1 response.

Either party may request that a meeting be held concerning the grievance or may
mutually agree that no meeting be held. Within fourteen (14) calendar days of having
received the written grievance or the meeting, whichever is later, the second level of
review shall submit his response to the grievance to the grievant and the grievant’s
representative, if any. The parties by written mutual agreement may skip from Step 2
to Step 3 of the grievance procedure.

Step 2.5

After the Step 2 response, but prior to review by the Grievance Committee/Arbitrator,
the parties involved may mutually agree to submit the grievance to Labor Relations.
The grievance, as originally written and Step 1 and Step 2 responses, must be
submitted to Labor Relations within fourteen (14) calendar days of receipt of the Step
2 response. Labor Relations shall, within fourteen (14) calendar days of the receipt of
the grievance, meet with the department head, or designees, and the Grievant and
the Grievant's representative, if any, in an attempt to resolve the grievance. Labor
Relations shall then submit a written response to all parties within fourteen (14)
calendar days of the meeting.

Step 3

1. If the written response of the Step 2 (or 2.5 if applicable) does not result in
resolution of the grievance, the grievant and Union may, within fourteen (14)
calendar days of having received the Step 2 response, appeal the grievance by
completing the City form and presenting it to the Grievance Committee. The
Grievance Committee shall be composed of:

The Grievance Committee will consist of:

Chairman: A member of the City Manager's Office designated by the City
Manager.
Member: A mutually agreed upon neutral member.
Member: The President or the President's designee of another civilian
union/association, other than the Grievant’s, representing
employees with the City.

Staff support to the Grievance Committee will be provided by the Human
Resources Department. The Labor Relations Administrator and/or Department
Director in Labor Relations will serve as an advisor to the committee.



The Grievance Committee shall, within fourteen (14) calendar days of receipt of
the appeal, schedule a hearing regarding the grievance at which the grievant shall
be afforded the opportunity to fully present his position and to be represented. The
Grievance Committee shall, within fourteen (14) calendar days of the conclusion
of the hearing, make advisory recommendation on the grievance and submit it to
the City Manager for final determination for those employees who have elected to
use this procedure instead of arbitration.

The Grievance Committee shall submit findings and advisory recommendation(s)
to the City Manager. The City Manager shall make the final determination of the
grievance and submit it in writing to the Grievant and his designated
representative.

2. In lieu of such hearing, the grievant and the Union may jointly invoke the following
procedure by submitting the written notice to the Labor Relations Division within
fourteen (14) calendar days of having received the Step 2 response. If the grievant
and the Union so elect in writing within the above time limit, in lieu of such
Grievance Committee hearing, the grievance may be reviewed by an arbitrator.

The parties or their designated representatives shall agree on an arbitrator, and if
they are unable to agree on an arbitrator within a reasonable time, either party may
request the Federal Mediation and Conciliation Service to submit to them a list of
seven (7) arbitrators who have had experience in the public sector. The parties
shall, within fourteen (14) calendar days of the receipt of said list, select the
arbitrator by alternately striking names from the said list until one-name remains.
Such person shall then become the arbitrator. The arbitrator so selected shall hold
a hearing as expeditiously as possible at a time and place convenient to the
parties, and shall be bound by the following:

a) The arbitrator shall neither add to, detract from, nor modify the language of the
Memorandum or of Departmental rules and regulations in considering any
issue properly before him/her.

b) The arbitrator shall be expressly confined him/her to the precise issues
submitted to him/her and shall have no authority to consider any other issue
not submitted to him/her.

c) The arbitrator shall be bound by applicable State and City Law.

The arbitrator shall submit his findings and advisory recommendations to the
grievant and the City Manager, or their designated representatives. The costs
of the arbitrator and any other mutually incurred costs shall be borne equally
by the parties. The City Manager shall make the final determination of the
grievance and submit it in writing to the Grievant and his designated
representative.


D. Union Grievance

The Union may, in its own name, file a grievance that alleges violation by the City of
the rights accorded to the Union by the specific terms of Article 1, Section 1-3 of this
Memorandum. The Union shall file such grievance at Step 3 of the procedure. All other
grievances must be filed and signed by Unit employees subject to the provisions of
this Article.

E. Group Grievance

When more than one Unit employee claims the same violation of the same rights
allegedly accorded by this Memorandum, and such claims arise at substantially the
same time and out of the same circumstances, a single group grievance may be filed
in the name of all such employees. Such group grievances shall be filed at the step of
this procedure which provides the lowest level of common supervision having authority
over all named grievants. Each Unit employee that is a party grievant must be named
and must sign such group grievance. The Union may sign a group grievance on behalf
of employees, however, in such instance, the grievance must be amended within
fourteen (14) days naming each Unit employee who is a party grievant and containing
his signature.

F. Time Limits

Failure of the City Management representatives to comply with time limits specified in
Section 2-1 C shall entitle the grievant to appeal to the next level of review; and failure
of the grievant to comply with said time limits shall constitute abandonment of the
grievance. Except, however, that the parties may extend time limits by mutual written
agreement in advance.

G. Notice to Union of Grievance Resolution

The City will put the Union on notice of proposed final resolutions of grievances where
the Union has not been designated as the grievant's representative for the purpose of
allowing the Union to ascertain that a final resolution will not be contrary to the terms
of this Memorandum.

The City will ensure that a copy of every M.O.U. grievance filed by a Unit member,
including the response from management, is forwarded to the Union at each step of
the process.

H. The City will not discriminate or retaliate against employees because of their exercise
of rights granted by this Article.




I. Employer grievances, should they occur as a result of official Union activities or
actions, including the failure to act as required under this agreement, will be presented
directly to the Union President or any Officer of the Union within fourteen (14) calendar
days of the occurrence prompting the grievance, or within fourteen (14) calendar days
of the date upon which the employer became aware of the situation prompting the
grievance. The President, or designee, shall, in each case, provide a written answer
within fourteen (14) calendar days from receipt of the grievance

Unresolved employer grievances may be submitted to arbitration pursuant to Step 3
herein; provided that the employer shall bear the cost of the services of the arbitrator.

J. The Union and the City agree to meet at regular intervals (as defined in Article 2
Section 2-3 Labor/Management Committee) to find ways to improve the grievance
procedures.


Section 2-2: Arbitration
A. Independent Arbitrator

Any Unit member who is a classified employee having completed the prescribed
probationary period who has received a disciplinary demotion, suspension, or
discharge, and has a right to appeal that disciplinary action pursuant to the Personnel
Rules, may under the provisions of this article request the Civil Service Board appoint
as a hearing officer an independent arbitrator selected pursuant to the procedures
described in Section 2-1 C below.

B. Appeal

The Union, on behalf of the employee, may request the selection of an independent
arbitrator as the hearing officer for a Civil Service Board appeal of a disciplinary action.
Such request must be made within fourteen (14) calendar days after the date of
service of notice of the order of suspension, demotion, or dismissal on him personally,
or twenty-one (21) calendar days from the date of mailing by certified mail the notice
of the order of suspension, demotion, or dismissal. The request must be in writing
and must state specific allegations in the discipline notice with which the employee
disagrees. The request must be personally delivered to the Board or deposited in the
United States mail, certified return receipt requested, postage prepaid, addressed to
the office of the Civil Service Board, within the above-stated time.

The Union, on behalf of the employee, shall also immediately thereafter file copies
thereof with the complainant department head and the City Attorney. At the time the
Union files the request for hearing, it shall set forth whether the hearing will be public
or private.



C. Selection of Arbitrator

If the request for an independent arbitrator to be appointed as a hearing officer is
approved by the Civil Service Board, the Labor Relations Administrator or his
designated representative on behalf of the City and the Union president or his
designated representative on behalf of the employee shall agree on an independent
arbitrator within ten (10) calendar days after approval and appointment by the Board
of the appeal request. If an agreement on an independent arbitrator cannot be
reached within said ten (10) calendar days, either party may request that the Federal
Mediation and Conciliation Service (FMCS) or the American Arbitration Association
(AAA) provide a list with the names of seven (7) arbitrators with public sector
experience. In requesting such lists, the parties shall stipulate that arbitrators should
be from within Arizona.

The parties shall, within seven (7) calendar days of the receipt of the list, select the
arbitrator by striking names alternately until one-name remains. The remaining name
shall be designated as the independent arbitrator appointed by the Civil Service Board
as the hearing officer for the appeal. The parties shall jointly communicate with the
chosen arbitrator to advise him of the appointment.

In the event that the chosen arbitrator is unable to accept the appointment as hearing
officer, the parties shall either select another independent arbitrator from a new list in
the same manner as described above, or if mutually agreeable select another
independent arbitrator from the original list. The independent arbitrator chosen shall
be designated as the hearing officer appointed by the Civil Service Board for the
appeal.

D. Time for Hearing

When possible the hearing date shall be set within thirty (30) calendar days from the
request. Delays may be granted by mutual agreement of the parties. However, any
such delay occurring at the request of the Union, shall automatically be excluded from
any calculations of back pay to the employees, if any, as determined by the Civil
Service Board.

E. Hearing Procedures

The hearing procedures will be the same as the procedures set forth in Rule 22d,
Personnel Rules of the City of Phoenix. In the conduct of the hearing, the hearing
officer shall not be bound by the technical rules of evidence, nor shall informality in
any of the proceedings or in the manner of taking testimony invalidate any order,
decision, rule, or regulation made or approved by the Civil Service Board.

F. Witnesses



An employee appellant, or an employee subpoenaed as a witness, shall be granted a
leave of absence from his/her regularly assigned duties during his/her regularly
assigned work hours without loss of pay for the time.

At the request of either party, the arbitrator shall order that any witness who will testify
during the hearing be excluded from the hearing room until such time as they testify.
The City and the Union may exclude from the operation of this provision one
representative each of the City and the local Union.

G. Proposed Findings; Objections to Report

Either party may file with the hearing officer written proposed findings of fact and
conclusions within seven (7) calendar days of the conclusion of the hearing. A copy
of such proposed findings and conclusions shall be served on the other party at the
same time as filing with the hearing officer.

No later than two (2) calendar days before the Civil Service Board meeting where the
appeal has been scheduled for hearing either party may file with the Civil Service
Board written objections to the hearing officer's report. A copy of such objections shall
be served on the other party at the same time as filing with the Civil Service Board.
No post-hearing evidence shall be submitted.

H. Requirements

The independent arbitrator selected by the parties and appointed by the Civil Service
Board pursuant to this article shall be bound by the following:

The independent arbitrator shall neither add to, detract from, nor modify the language
of this Memorandum of Understanding.

The independent arbitrator shall be expressly confined to the precise issues submitted
and shall have no authority to consider any other issue.

The independent arbitrator shall be bound by applicable Federal, State, and City laws.

I. Report

Within two (2) weeks of the conclusion of the hearing, the hearing officer shall forward
all records and the report containing a statement of the findings of fact, conclusions,
and recommendations concerning the appeal to the Civil Service Board and send a
copy of the report to the parties. The hearing officer may recommend to the Civil
Service Board the discipline be upheld or modified, or rescinded pursuant to
Personnel Rule 22 (e).

J. Costs



The cost of the independent arbitrator and other costs related to obtaining said
arbitrator shall be borne equally by the parties. Each party will be responsible for its
own costs incurred in the hearing process, including but not limited to costs for legal
services, service of subpoenas, and expert witnesses.

K. Civil Service Board

It is expressly understood that this article shall not impinge on the powers and duties
of the Civil Service Board as provided for in Section 3 of Chapter XXV, Phoenix City
Charter and Rule 22, Personnel Rules of the City of Phoenix.

L. Representation

The parties agree that for the purpose of this article the City will be represented by the
Labor Relations Administrator for the City of Phoenix or designee and the employee
will be represented by the President of AFSCME, Local 2384 or designee.


Section 2-3: Labor-Management Committee
It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the City to count as time worked, any hours or fractions
of hours spent outside the employee's work shift in pursuit of benefits provided by this
Article. The City shall count as time worked any hours or fractions of hours spent within
the employee's regular work shift in pursuit of benefits provided by this Article.

A. There shall be a Labor-Management Committee consisting of representatives of the
Union and representatives of the City. The purpose of the Committee is to facilitate
improved labor-management relationships by providing a forum for the free discussion
of mutual concerns and to attempt to resolve problems brought to its attention.

B. During the term of this M.O.U., the Union and the City shall maintain the
Apprenticeship Labor Management Committee. The Apprenticeship Labor
Management Committee shall be comprised of a maximum of five (5) persons each
from Labor and from Management.

C. The Committees shall meet monthly or at other mutually scheduled times.

D. The members shall, upon request for a meeting, provide the Chair with proposed
agenda items, and the Chair shall provide the members with the meeting agenda in
advance of the meeting.

E. The Union shall be advised of management recommendations for contracting of work
presently being performed by Unit employees which would directly result in a reduction


in the number of permanent Unit positions during the term of this agreement. The
Union may request an opportunity to discuss these recommendations in the Labor-
Management Committee prior to any final recommendation to the City Council.
Failure by the City to notify the Union under this Article may be subject to the
Grievance Procedure of this Memorandum.

The Management recommendations, and final decision thereon by the City, shall not
be subject to the Grievance Procedure (Article 2 Section 2-1) of this Memorandum.

F. Any signed/dated written Labor/Management agreements with the signatures of both
parties and the Chairperson will be binding on the parties for the remaining term of
this M.O.U.

G. There shall be a Labor Management Committee established during the 2026-28
MOU to discuss the implementation of a citywide labor management system for
payroll/time and attendance related functions and the potential impact on
employees.

H. Recognizing the mutual goal of timely and thorough administrative
investigations, the parties agree to establish a citywide Labor Management
Committee (NOI Committee) with the purpose of reviewing the Notice of Inquiry
(NOI) process and making recommendations for improvements. The committee
will include representatives from the union, labor relations, department
leadership, HR, and other subject matter experts as appropriate. The committee
will present all findings and proposed recommendations to the City Manager on
or before June 30, 2027.

I. Recognizing the mutual goal of well rested employees, the parties agree to
establish a citywide 12-Hour Rule Management Committee (12-Hour Rule
Committee) with the purpose of reviewing the 12-hour rule and making
recommendations for improvements. The committee will include
representatives from the union, labor relations, department leadership, HR, and
other subject matter experts as appropriate. The committee will present all
findings and proposed recommendations prior to the Time & Labor system
implementation.

Section 2-4: Health and Safety Committee

It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the employer to count as time worked, any hours or
fractions of hours spent outside the employee's work shift in pursuit of benefits provided
by this Article. The employer shall count as time worked any hours or fractions of hours


spent within the employee's regular work shift in pursuit of benefits provided by this
Article.

A. The City will continue to undertake all reasonable efforts to provide for employee
health and safety in accordance with the State's Occupational Safety and Health Law.

The City will continue its practice of providing personal protective equipment to protect
employees from recognized safety and health hazards, this includes voucher for boots
on an as needed basis.

A Unit employee may file, without fear of discipline, retaliation, or discrimination, a
grievance (Article 2 Section 2-1) when, in his best judgment, the City has failed to
comply with specific safety and health standards promulgated by local, state, and
federal regulations.

B. In order to facilitate this policy, a joint committee entitled "Health and Safety
Committee" shall be established. This committee shall be composed of two (2) Unit
employees appointed by the Union and two (2) City representatives as designated by
the City Manager. The chair shall rotate among the members.

C. The committee shall meet quarterly or at other mutually scheduled times to consider
on-the-job safety matters referred to it by the existing departmental safety committees
and safety officers, or otherwise coming to its attention, and shall advise Department
Heads and the City Manager concerning on-the-job safety and health matters.

All written recommendations of the committee shall be submitted to the Department
Head concerned and to the City Manager.

D. In the discharge of its function, the committee shall be guided by the applicable
regulations of the State's OSHA agency, and the City's existing practices and rules
relating to safety and health, and formulate suggested changes.

E. Employee members of the committee shall not lose pay or benefits for meetings
mutually scheduled during their duty time. Union members assigned to the Health
and Safety Committee shall be permitted to attend Department Health and Safety
Committee meetings.




ARTICLE 3: Compensation/Wages
Various sections of this M.O.U. contain a form of compensation, wages, or benefits that
have been negotiated in good faith and may or may not provide a direct payment of wages
or other benefit to each member. Those forms of compensation, wages, or benefits that


do not provide a direct payment to each unit member have been negotiated in place of a
direct payment and costed as part of the overall economic package. Examples include:
life insurance, long term disability insurance, leave payouts, etc.


Section 3-1: Wages
A. In year one of this agreement, Unit 2 employees will receive:

• A 2.0% base wage increase, effective the first full pay period in July 2026.
• A non-continuous payment of $500 for each full-time unit employee and
$250 for each part-time unit employee to be paid out on the first full pay
period in July 2026.
• A non-continuous payment equal to 1.0% of base wage for each employee
to be paid out on the first full pay period in August 2026.

B. In year two of this agreement, Unit 2 employees will receive:

• A 0.50% base wage increase, effective the first full pay period in July
2027.
• A non-continuous payment equal to 1.5% of base wage for each employee
to be paid out on the first full pay period in August 2027.

C. During each year of this agreement, all unit employees who are eligible for merit
increases will be advanced one step in the pay grade in accordance with the
provisions of the Pay Ordinance

D. Licensed Pesticide Applicators shall receive fifty ($.50) in addition to their base hourly
rate for each hour engaged in assigned and authorized activities when applying,
mixing, or managing herbicide or pesticides. This compensation includes any
preparation and maintenance of application equipment.

E. Unit II Employees required by the City to maintain a Commercial Drivers License
(CDL) as a secondary part of their regular position duties shall receive twenty cents
($.20) in addition to their base hourly rate. This pay is not applicable to all positions in
classifications which hold CDLs, nor is it applicable to positions in classification in
which driving is a primary function of the position.

F. It is understood that for implementation purposes, the practice of rounding off
fractional cents shall be done in accordance with universally accepted mathematical
and accounting principles.



G. The term "Pay Schedule" shall mean the schedule computed and published by the
Human Resources Department for payroll purposes.


Section 3-1A: Productivity Enhancement Pay

Productivity Enhancement Pay

In recognition of continuous service and overall performance, the City agrees to the
following Productivity Enhancement pay formula for Unit II employees.

A. Pay Benefit:

Unit members who have completed at least six (6) years of continuous full-time
service and who meet the additional qualifications specified in this section shall qualify
for one hundred and three dollars ($103.00) for the completion of each year of
continuous full-time service in excess of five (5) years, up to an annual maximum of
three thousand five hundred and two dollars ($3,502) at the completion of 22 years of
continuous full time service.

Unit members who have completed twenty three (23) years or more of continuous
full-time service and who meet the additional qualifications specified in this section
shall qualify for one hundred thirty-eight dollars and eighty-nine cents ($138.89) for
the completion of each year of continuous full-time service in excess of five (5) years,
up to annual maximum of six thousand one hundred twelve dollars ($6,112) at the
completion of twenty-seven (27) years.

B. Qualifications:

1. An employee must have completed at least one year of continuous full-time service
at the top step in his classification.

Qualifications for Productivity Enhancement pay are made in the base class and
will not be affected by movement into or out of assignment positions. As well,
Productivity Enhancement pay will not be affected by movement to positions within
the same pay range.

When a position is reclassified to a higher classification, or when a classification is
assigned to a higher pay range, incumbents who are receiving Productivity
Enhancement pay shall be moved to that step of the new range which corresponds
to the closest to their combined base pay and previous Productivity Enhancement
amount (incumbent’s annualized payment), and which does not result in a
decrease from that amount. The placement in the new range will be limited to the
maximum step in the range. If the reclassification or pay range change results in



only a maximum possible one-range increase and the incumbent is receiving
Productivity Enhancement pay, he/she will be moved to the top step and continue
to be eligible for Productivity Enhancement pay.

2. An employee must have completed six (6) years of continuous full-time service.

3. An employee must have received an overall performance rating of “Met” on his
latest performance evaluation on file.

4. An employee must be on full-time active status. Employees on industrial leave
shall qualify for this payment for only the first year of the industrial leave. However,
the entire period of industrial leave shall qualify as continuous service when the
employee returns to active employment.

C. Terms of Payment:

1. Unit employees are eligible to receive Productivity Enhancement Pay, and
any subsequent increases, beginning with the pay period following the date
on which all eligibility is met. The Productivity Enhancement payment will be
pro-rated and included each pay period in the qualifying unit member’s regular
paycheck.


Section 3-2: Overtime

A. Overtime is defined as time assigned and worked beyond the regularly scheduled
workweek or daily work shift; it being understood that overtime for Unit members who
normally work a daily work shift of eight (8) consecutive hours, including a paid meal
period on the job, is defined as time assigned and worked in excess of forty (40) hours
in a seven (7) day work period, or eight (8) hours per daily shift including paid meal
periods. In addition, when an employee is assigned and works two (2) eight (8) hour
shifts, and/or two (2) ten (10) hour shifts, or any combination of the two shifts, the
second of which commences less than twelve (12) hours after the regularly scheduled
conclusion of the first, that amount of time falling within said twelve (12) hour period
is deemed overtime for purposes of Section 3-2 D below, except, however, that such
twelve (12) hour rule does not apply to regular shift change situations, relief positions,
and positions in the classification of Event Services Worker at the Phoenix Convention
Center. The twelve (12) hour rule also does not apply if an employee works less than
a full shift either before or after his/her regular shift.

B. Except for paid sick leave, all duly authorized paid leave time shall be considered as
time worked for the purposes of the regularly scheduled workweek (but not daily work


shift). Paid sick leave shall not be considered as time worked for the purpose of
calculating overtime for the regularly scheduled workweek.

The employee’s appropriate leave bank will be charged only for the difference
between the scheduled daily work shift and the hours actually worked that day.

C. Overtime shall be worked and shall be allowed if assigned by the non-Unit supervisor
or other authorized representative of the City.

D. Overtime work will be compensated at one and one-half (1 1/2) times the regular rate,
which will be computed in accordance with provisions of the Fair Labor Standards Act.
Such payment will commence after the first seven (7) minutes.

E. In lieu of cash payment, a Unit member may request compensatory time credits up to
a maximum accumulation of two hundred and fifteen (215) hours. Authorized overtime
hours worked in excess of the maximum accumulation shall be paid in cash. The
request for compensatory time credit must be made at the time the overtime is worked.
The Department Head shall make the final determination on the method of payment
(either cash or compensatory time). Use of compensatory time off shall be subject to
departmental approval and scheduling.

F. Compensatory Time Conversion

Effective July 1, 2018, a unit member may convert accumulated compensatory time
credits to cash twice per M.O.U. year, up to a maximum of seventy (70) hours by
notifying the Department Head in writing of such intent either July and/or November.
Payment will be made on or before August 31 or November 30.

G. The City shall endeavor to distribute the opportunity for non-standby overtime equally
between employees or crews of employees within the same classification and work
location.

In addition, records of overtime worked by employees minus Stand-By overtime shall
be posted monthly on a worksite bulletin board and distributed to the designated Union
Steward. In areas where no Steward is available, the list will be sent electronically to
the Union Hall general email address: afscme2384@afscme2384.com. In addition,
records of overtime worked by Unit members shall be made available for inspection
by an authorized representative of the Union upon advance request and at reasonable
times.

H. Overtime shall be voluntary, except however, the City reserves the right to assign
overtime in the event insufficient employees volunteer, or to avoid inadequate staffing,
or to ensure service delivery, or to conduct mandatory training.



I. Where a ten (10) hour, four (4) day workweek schedule is implemented, overtime is
defined as time assigned and worked beyond ten (10) hours a day or forty (40) hours
a week.


Section 3-2A: Call Out Pay
The eight (8) hour period before the start of a Unit employee’s regular shift is to be called
“rest time.” If an employee is called out during this time, the employee shall be allowed to
adjust their work hours up to 4 hours (flex time) to allow the employee to have proper rest
before the start of the employee’s shift. Employees will notify supervision of their
request to use flex time for that purpose. Reasonable requests to use flex time shall
not be arbitrarily denied by supervision.
Example: An employee starts at 6 am, and is allowed to start at up to 10 am to 8 pm.

An employee shall have a minimum of three (3) hours’ pay at overtime rates when called
out for work after going home from a shift, or when called out for overtime work while on
standby pay.

Overtime for this call-out shall begin when employees report to the place where they are
instructed to report and shall terminate forty-five (45) minutes after being relieved from
duty. These forty-five (45) minutes travel time shall be included in the minimum guarantee
and shall be paid only if the total work and allowed travel time exceed the minimum.

Travel time shall not apply when the employee is working on overtime which was planned
in advance. An employee requested to report early, before the normal starting time of the
shift, shall not be eligible for travel time, but would qualify for overtime for the extra time
worked.

Provisions of this section shall be interpreted in a manner which complies with the Fair
Labor Standards Act.

Remote Access Support
Employees on Stand by called to perform work by remote access, such as VPN, shall
receive a minimum of thirty (30) minutes pay at the overtime rate or the actual amount of
time expended, whichever is greater. Remote access overtime shall be paid even when
more than one call out is made provided these calls are separated by more than thirty
(30) minutes. Calls placed closer than thirty (30) minutes shall be treated as a single
event and subject to the actual time worked or minimum payment.

Telephone Support
Employees on Stand by called to perform work by means of telephone support shall
receive fifteen (15) minutes pay at the overtime rate or the actual amount of time
expended whichever is greater. Telephone support overtime shall be paid even when
more than one call out is made provided these calls are separated by more than fifteen


(15) minutes. Calls placed closer than fifteen (15) minutes shall be treated as a single
event and subject to the actual time worked or minimum payment.


Section 3-3: Out-of-Class Pay

A Unit employee who is temporarily required to serve in a regular authorized position in
a higher classification shall be compensated at a higher rate of pay in accordance with
the following:

A. To be eligible for the additional compensation, the Unit employee must first
accumulate ten (10) regular working shifts of assignment in the higher class within any
twenty-four (24) month period. Satisfactory performance during a previous
appointment to the higher class will be credited to the qualifying period. The days of
out-of-class will be credited to the qualifying period. The days of out-of-class
assignment need not be consecutive. Once this qualification is satisfied, no additional
re-qualification will be required. In addition, out-of-class credit shall be given for out-
of-class work for five (5) hours work for a ten (10) hour shift and for four (4) hours work
for an eight (8) hour shift.

B. Temporary assignments out-of-class shall be recorded only in full shift units. A Unit
employee working out-of-class for five (5) hours for a ten (10) hour shift or four (4)
hours for an eight (8) hour shift shall be credited with working out-of-class for the entire
shift.

C. To qualify for out-of-class pay, a Unit employee must be given the assignment in
writing by a non-Unit supervisor or other authorized management representative of
the City.

D. Time worked in a higher class shall not earn credits toward the completion of
probationary requirements in the higher class. Such time, however, shall be submitted
by the employee as creditable experience in promotional examinations for the higher
class.

E. A Unit member who has qualified under these provisions shall be compensated at the
minimum rate established for the higher class for each completed work shift served in
the higher class. In the event of overlapping Unit salary ranges, a minimum one-step
differential shall be paid for out-of-class assignments into Unit classifications. The
higher rate of pay shall be used in computing overtime when authorized overtime is
served in out-of-class work assignments. The overtime rate shall be the rate
established by the overtime regulations that apply to the higher classification.




F. An employee who is denied out-of-class may request a meeting with Human
Resources to review out-of-class eligibility.


Section 3-4: Sick Leave Conversion at Retirement

A. Sick Leave Cash Out Formula

Upon retirement, bargaining Unit employees with a minimum of 750 hours of accrued
and unused sick leave, excluding the first 250 hours, will be paid for 25% of the
remaining hours as base hourly wage.


Section 3-4A: Sick Leave Payout

All accumulated sick leave hours on the city's official file at the time of the member's death
will be paid. Payment will be based upon the member's base hourly rate at the time of
death.


Section 3-5: Shift Differential Pay
Unit employees shall receive ninety cents ($0.90) per hour in addition to their regular rate
of pay when working a night shift which ends at or after 9:00 p.m., and before midnight,
and one dollar and twenty-five cents ($1.25) per hour in addition to their regular rate of
pay when working a night shift which includes work during the period after midnight to
4:00 a.m.

Employees shall receive shift premium pay only for hours scheduled and worked, and not
while on paid leave time.

Shift differential pay shall continue to be paid at the rate of the regular shift for any
additional hours worked preceding or following the regular shift. Night shift premium pay
applies to regular part-time employees.


Section 3-5A: Weekend Shift Differential Pay
Employees shall receive shift premium pay only for hours scheduled and worked, and not
while on paid leave time.

A Unit member shall receive forty cents ($0.40) per hour in addition to his base hourly
rate of pay and any other shift differential or any other premium pay he may be receiving
for working a weekend shift. A designated weekend shift is defined as any shift that starts




on or after 2:00 p.m., on Friday, and continuing through any shift that starts on or before,
but not after 11:59 p.m., on Sunday.

A Unit member shall receive weekend shift pay differential only for hours scheduled and
worked, and not while on paid leave.

A Unit member who is called out and works between 2:00 p.m., on Friday and 11:59 p.m.,
on Sunday, will be paid weekend shift differential for all hours worked at the rate specified
in this article. If a Unit member was called out while on stand-by status, he will not receive
weekend shift differential.


Section 3-6: Stand-By Pay
When a Unit member is required to be available for call-out outside the employee's regular
work schedule, the member shall be compensated for such assigned stand-by hours at
two dollars ($2.00) per hour. Starting in the first pay period in July 2007, stand by pay
shall increase to two dollars and fifty cents ($2.50) per hour. Employees serving in stand-
by assignments shall be subject to contact requirements as provided for by the
Department Head.


Section 3-7: Show-Up Time

Except in emergencies, an employee who is scheduled to report for work, has not been
notified to the contrary, and presents himself for work as scheduled, shall be paid for at
least four (4) hours at the applicable rate of pay. If work on the employee's regular job is
not available for reasons beyond his control, the City may assign the employee substitute
work. In the event scheduled work is interrupted due to conditions beyond the City's
control and substitute work is not available to be assigned, affected employees shall be
paid for four (4) hours at the regular rate of pay, beginning at release, or to the end of the
scheduled work shift, whichever occurs first.

Except in emergencies, an employee who is scheduled to report to work for overtime, has
not been notified to the contrary, and presents himself for work as scheduled shall be paid
for at least four (4) hours at the applicable rate of pay. An employee who is entitled to
four (4) hours of pay due to cancellation in whole or in part of their shift will not receive
pay for travel time to and from the worksite for this shift. Employees are not entitled to
submit vacation or compensation time for the remainder of an overtime shift.

An employee will only be paid at the overtime rate for hours “actually worked” and will be
paid at the otherwise applicable rate of pay for the remainder of the four (4) hours.
“Actually worked” is defined as the time the employee is scheduled and available to
perform work or performing job duties, prior to being released by a supervisor because
that work has ended.



Employees released hereunder prior to the end of their scheduled shift may be required
to stand by and keep themselves available for immediate call-back during the balance of
their scheduled shift (for which time they shall be entitled to stand-by pay under Article 3,
Section 3-6, "Stand-By Pay" hereof). An employee shall have the option of using either
vacation time or compensatory time for the balance of his regular shift. Employees called
back to work shall be entitled to their regular pay only and not any premium for work
performed during the balance of their regularly scheduled shift.


Section 3-8: Jury Duty

A Unit employee called for jury duty or subpoenaed by a court as a witness shall be
granted a leave of absence from municipal duties without loss of pay for the time actually
required for such service and reasonable travel time and shall, if he chooses, retain jury
or witness pay, except where such testimony or witness duty is the result of an employee's
official duties as a City employee.

To be eligible for paid leave for jury or witness duty, an employee must present verification
of his call to jury duty or witness duty.

Paid witness leave shall not be allowed when the Unit employee is the defendant or
plaintiff in a court action.


Section 3-9: Deferred Compensation Program
The City will contribute 3.62% of the base wage to a 401(a) Deferred Compensation Plan
(DCP) for each Unit employee for each year.



ARTICLE 4: Hours of Work/Working Conditions

Section 4-1: Hours of Work

A. This Article is intended to define the normal hours of work and to provide the basis for
calculation and payment of overtime pursuant to Article 3, Section 3-2.

The City, in collaboration with the Union, may experiment with flextime schedules
when the following conditions are met:

1. Approval of Department Head
2. Approval of Union President
3. Mutually agreed schedule between Unit Member and Supervisor


4. Signed Wavier

B. The work week shall only consist of a schedule of consecutive work days in a seven
(7) calendar day pre-established work period, except in the Equipment Management
Division of Public Works Department. Any changes to the consecutive workday
schedule will be made by mutual agreement between AFSCME 2384 and the City on
the 4 day, 10 hour work shift.

C. Within a five (5) day work schedule, the work day will consist of eight (8) hours of work
within any twenty-four (24) hours in a pre-established work schedule, excluding relief
positions. Within a four (4) day work schedule, the work day will consist of ten (10)
hours of work within any twenty-four (24) hours in a pre-established work schedule,
excluding relief positions.

The City and the Union recognize that no regularly scheduled shift lengths, other than
those outlined in Article 4, shall be observed in Field Unit II.

D. Relief Crews

At the 9lst Avenue and 23rd Avenue Wastewater Treatment Plants, there may be one
(1), but no more than one (1), relief crew per plant as determined by management.

E. Permanent regular work schedules showing the employees' shifts, workdays, and
hours shall be posted on appropriate department bulletin boards.

F. When changes are to be made by the City on a permanent basis for other than
emergency reasons, or where new permanent schedules are to be adopted, the City
will notify the affected employees and the Union Hall, not less than fourteen (14)
calendar days in advance and will notify the Union of such changes, prior to actual
implementation.

In emergency situations, temporary work schedules may be adopted without the
fourteen (14) calendar days notice to the affected employees. "Emergency" shall
mean unforeseen operational circumstances.

Employees have the option to waive their fourteen (14) calendar day notice and begin
their new schedule with the City and Union's written approval.

G. Summer hours shall begin no later than the last Monday in April and shall terminate
no earlier than the second Monday in September whenever such scheduling impacts
operations, all of which are within the discretion and control of the City, and where
such summer scheduling has been customarily used in the past. Summer scheduling



may, at the discretion of the City, be implemented earlier in the year than specified in
this section, or terminated later in the year than specified in this section.

H. The City may implement ten (10) hours per day, four (4) days per week work
schedules when it is determined by the City that such scheduling is beneficial to City
operations.


Section 4-2: Rest and Lunch Periods

Scheduled work shifts shall include meal periods to be observed as follows:

5 DAY WORK WEEK MEAL PERIOD
8 hours Under normal conditions, no less than 30 minutes on the job,
paid at straight time.
8-1/2 hours No less than 30 minutes, unpaid.
9 hours No less than 60 minutes, unpaid.

4 DAY WORK WEEK MEAL PERIOD
10 hours Under normal conditions, no less than 30 minutes on the job,
paid at straight time.
10 1/2 hours No less than 30 minutes, unpaid.
11 hours No less than 60 minutes, unpaid.

Two (2) non-work periods of fifteen (15) minutes during the above scheduled work shifts
shall be permitted to promote the health, safety, and efficiency of employees on the job.
Activities of employees during those non-work periods shall not be subject to any
unreasonable restrictions.

When work demands permit, with a supervisor’s approval, an employee may combine
their thirty (30) minute meal period with one of their fifteen (15) minute rest periods to
achieve a forty-five (45) minute meal period or combine two of their (15) minute rest
periods to achieve a (1) hour meal period. This paid leave time counts as hours worked.

When an employee works overtime of two (2) hours or more in addition to their daily work
shift, they shall be entitled to an additional fifteen (15) minute break. Every additional two
(2) hours of overtime will entitle an employee to an additional fifteen (15) minute break.

After four (4) consecutive hours of overtime in addition to a full shift as defined in Sect. 3-
2 A, an employee shall be entitled to a paid meal break of thirty (30) minutes, but in no
event shall an employee be entitled to more than one such break for every eight (8)
consecutive hours of overtime.



Employees shall be allowed reasonable time, as necessary, for personal clean up prior
to the commencement of the lunch and break periods.


Section 4-3: Clean-Up Time

Unit employees will be given time, in keeping with past practice, at the end of a normal
daily shift for personal clean up. Such time is in addition to and exclusive of any time the
City requires be spent for maintaining equipment.


Section 4-4: Seniority
A. The City shall provide the Union with a list of Unit members showing each Unit
member’s City employment date and class employment date.

B. Seniority shall be by length of service within a class. If seniority within the class is not
determinative, then length of service with the City shall prevail.

C. Seniority shall be used as a factor consistent with established Civil Service procedures
in choice of training, work assignments, vacation schedules, and in the determination
of layoffs.


Section 4-5: Shift Bid Procedure Fleet Services Division

Policy: To provide an equitable system for employee selection of shift, days off, and area
location, the Union and the City recommend that departments considering the
implementation of a shift bid policy for a designated group of Unit II employees use this
article as a guideline in the development of their policy.

A. General Guidelines

1. Annual Shift Bid

There will be a full Shift Bid each fiscal year, in December, which will become effective
the first pay period in January. Except for Auto Parts Clerk III positions, who may
move after the annual Auto Stores inventory.

2. Interim Shift Bid

A layoff, a transfer of a vacant position number to another shift or shop, the addition
of a permanent position number, a promotion, demotion, dismissal, resignation, or
retirement will be filled subject to the in-class Shift Bid. This means that any time



positions become vacant within a particular classification, an open sign-up will be held.
Vacant positions will be filled according to the seniority ranking of interested
employees within a class.

3. Exceptions

a) The specialties listed below will be exempt from the general Shift Bid
procedure. Employees in these specialties will Shift Bid only within their
specialty area and/or shop.

1) Equipment Repair Specialist:
 Motorcycle Mechanics
 Fleet Technical Training Specialist
2) Heavy Equipment Mechanics:
 Fire Operations
 22nd Ave Service Center
 91st Ave Wastewater Treatment Plant
 Solid Waste Transfer Stations
 Mobile Repair, Rovers
3) Auto Technician and Auto Technician Master:
 All Police Substations
 Fire Operations
 Make Ready
4) Equipment Service Worker II:
 All Police Substations
 Make Ready
 91st Ave Wastewater Treatment Plant
5) Fuel System Support Technician
6) Temporary, new hire, and promoted employees*

* Management reserves the right to place new employees on any shift and
location for a six (6) month period for training and evaluation purposes. These
employees become subject to the Shift Bid procedure upon completion of six
(6) months’ employment. The day after the due date shown on their six (6)
month performance rating will be the effective date.

At the end of the six (6) months, the position occupied by the temporary, new,
or promoted employee will become available to the most senior employee who
has signed up within the class. The two employees will then "switch" positions
until the next Shift Bid.

During the 2026-2028 contract pilot program, specialty shop positions
within the Fleet Services Division will be offered to incumbent employees


prior to being filled by temporary, new or promoted employees. Among
incumbent applicants, selections may be made based on seniority within
the classification. Management may interview candidates. If management
decides to interview, a union representative will be invited to the process.
Discipline will be considered solely to verify the employee’s ability to
perform the duties of the specialty shop position. When no incumbent
employees apply, the position may be filled by temporary, new, or
promoted staff.

b) Positions of employees who have been on long-term industrial leave or light
duty, or personal illness, for at least one hundred (100) days, at the time of the
annual Shift Bid will be excluded from the process. Upon return to regular,
full-time employment, management will assign the employee to an available
shift and location until the next Shift Bid. Employees must return to work seven
(7) days prior to the original Shift Bid posting to be included in the Shift Bid.

4. Annual Shift Bid Completion

All personnel shall be frozen into the position selected, except to bid for openings
created as outlined in Section 4-5 A (2) "Interim Shift Bid."

5. Delegation of Authority

Employees may delegate/select a representative to participate in the Shift Bid in
their absence. This may be done by completing a proxy form and presenting it at
the designated sign-up time. This form must be signed by the delegating employee
and the employee performing the selection. The actual Shift Bid Sign-up Sheet
will be annotated by the employee's representative with the employee’s last
name printed and the entry initialed. The Proxy form shall be made available to
Unit employees by the City.

6. Official Notification

The annual Shift Bid will be posted, in its entirety, for a minimum of fourteen (14)
calendar days prior to the official sign-up date. A copy of the document will be
posted at all Fleet Services Division Facilities.

B. Seniority

Seniority within classification will be the principal factor for bumping and/or bidding.

1. Determination of Seniority

Seniority constitutes length of certified status within a class of the City service.
When two or more employees have the same length of time in the class, the


employee with the longest certified City employment time shall be senior. If a tie
still exists, the employee with the least amount of leave of absence without pay
(excluding leave of absence due to sickness, injury, or military service) shall have
the greater amount of seniority.

2. Dispute Resolution of Seniority

Any disputes concerning the calculation of seniority length will be resolved by the
Public Works Department Human Resources Officer using the guidelines identified
in the above "Determination of Seniority."


Section 4-6: Technology

If technology will replace or enhance unit work, the City will notify the Union of
technological changes and upon Union request the appropriate Department will discuss
at regular Labor Management meetings with union leadership. As determined by the City,
the City shall provide employees with training required to utilize the new technology.

Data obtained from a vehicle camera system, Automatic Vehicle Locator (AVL), Global
Position System (GPS), telematics, or similar automated movement tracking systems
may be used, along with a complaint; an investigation; or documented performance-
based concerns, in disciplinary decisions, but data from such automated movement
tracking systems will not be used as the sole basis for decisions related to Unit employee
discipline.



ARTICLE 5: Benefits

Section 5-1: Health Insurance and Employee Assistance

The City will continue to offer health insurance plans for Unit members.

A. Medical and Dental Insurance

1. The City and the Union agree to maintain the current split for the health insurance
monthly contribution for both single and family coverage. If there is a rate increase
or decrease, the City will pay 80% of the new monthly contribution and the
employee will pay 20%.

2. It is understood between the City and the Union that any changes in health
insurance benefits or rates shall be effective on or about January 1, and that the



City's monthly contributions will not, under any circumstances, exceed the actual
premium cost.

B. Employee Assistance Program

The City will continue the Employee Assistance Program, which will provide
confidential individual and family counseling to all Unit employees and their eligible
dependents. These services will be furnished by an independent contract agency to
be chosen by the City.

C. The City agrees to the continuation of a Health Insurance Advisory Committee for the
purpose of studying existing plans and to explore alternative plans. The Committee
shall include representatives of the City and Local 2384.

D. The $150 monthly allowance for Post Employment Health Plan accounts (PEHP)
continues for all qualifying employees eligible to retire after August 1, 2022. (The date
of an individual’s retirement eligibility was determined on August 1, 2007).


Section 5-2: Dental Insurance
The current dental split will also remain the same. For the base PPO and HMO dental
plans, if there is a rate increase or decrease, the City will pay 100% of the new monthly
contribution for single coverage. If there is a rate increase or decrease, the City will pay
75% of the new monthly contribution, and the employee will pay 25% for family dental
coverage.

The City agrees to contribute 100% of the cost to provide dental insurance for employees
enrolled in the base HMO or PPO plan for single employee coverage, and 75% of the
cost for family coverage.

The City agrees to retain the dental insurance plan for Unit members and their qualified
dependents. At a minimum, the plan shall include a PPO option that consists of 100%
payment of reasonable and customary charges covered for preventive and preventive-
related diagnostic services and 80% payment of reasonable and customary covered
charges for basic services and major services. The City shall retain a plan option that
includes an orthodontia benefit providing for 80% payment of reasonable and customary
charges up to a maximum lifetime benefit of $4,000 per person. Dental plans may be
subject to deductibles and limitations contained in the contract between the dental
insurance carrier and the City of Phoenix.

Section 5-3: Life Insurance

The City will provide at no cost to Unit employees off-the-job and on-the-job life and
dismemberment insurance with a face value equivalent to the employee's annual base


salary rounded up to the next one thousand dollars ($1,000.00) or twenty-five thousand
dollars ($25,000.00), whichever is greater; in addition, the City will also provide death in
the line of duty insurance with a face value of seventy-five thousand dollars ($75,000.00).
It is understood between the City and the Union that any change in life insurance benefits
shall be effective on or about January 1. The designated beneficiary of a Unit member
will be paid for all accumulated sick leave hours that remain on the City's official file at the
time of a line-of-duty death of the Unit member, and payment will be based upon the Unit
member's base hourly rate of pay at the time of death. The beneficiary shall be that
person designated in the eChris benefits portal for the City of Phoenix Group Life
Insurance Program on file in the City Human Resources Department.

Additionally, the City will provide to each Unit member a $200,000 death benefit covering
the Unit member’s commute to and from his City work location. This policy will cover the
Unit member commute for up to two hours before his shift begins, and two hours after his
shift concludes. The Union will only pay the cost of this benefit the first year of the M.O.U.

In the event of the death of a Unit member while commuting to or from his work location,
for a period of two hours each way, the City will continue to pay the full monthly health
insurance premium for the spouse and all eligible dependents. The City will cover the
payment of a supplementary commuter life insurance policy for each Unit member. The
Union will pay the cost of this benefit, if any, the first year of each new M.O.U. period.


Section 5-4: Long-Term Disability Insurance
Pursuant to A.R. 2.323, the City will offer a long term disability benefit for all regular full-
time unit members. The City may revise the A.R., provided, however, that such revisions
shall not conflict with the express provisions of the M.O.U. Employees who have been
continuously employed and working on a full-time basis for twelve (12) consecutive
months are eligible for long term disability coverage. After an established ninety (90)
calendar day qualifying period, the plan will provide up to 66 2/3% of the employee's basic
monthly salary at the time disability occurs and continue up to age seventy-five (75) for
employees who have been employed full-time for 36 months and one day. This benefit
will be coordinated with leave payments, industrial insurance payments, unemployment
compensation, social security benefits, and disability provisions of the retirement plan.
Unit II members must apply to activate this benefit.

Employees who have been employed full-time with the City of Phoenix for 36 months or
less, will be eligible to receive a long term disability benefit for no more than thirty (30)
months. Unit II members must apply to activate this benefit.


Section 5-5: Holidays and Vacation Pay, and Leave Donations
A. Employees, except those on hourly paid status, shall, when possible, without
disrupting the various municipal services, be allowed the paid holidays listed below:


New Year's Day January 1
Martin Luther King's Birthday Third Monday in January
President's Day Third Monday in February
March Holiday Last Monday in March
Memorial Day Last Monday in May
Juneteenth Day June 19
Independence Day July 4
Labor Day First Monday in September
Indigenous Peoples’ Day Second Monday in October
Veteran's Day November 11
Thanksgiving Day Fourth Thursday in November
Thanksgiving Day Friday after Thanksgiving Day
Christmas Eve Four (4) hours on December 24
Christmas Day December 25

24 Personal Leave Hours After completion of six (6) months' service

1. Personal leave hours are added to an employee’s vacation leave bank to be used
as such.

2. When a holiday named herein falls on Sunday, it shall be observed on the following
Monday, and when a holiday named herein falls on a Saturday, it shall be observed
on the preceding Friday, except that the Library Department may observe such
holidays on Saturday, and in the case of continuous and/or seven (7) day
operations, holidays shall be observed only on the calendar days on which they
actually fall. This paragraph shall not apply to Christmas Eve which shall be
granted only when it falls on the employee's regular scheduled workday.

A Unit employee working in continuous and/or seven (7) day operation, whose
regularly scheduled day off falls on a holiday specified above, who is not on
standby (Article 3 Section 3-6), and who is scheduled to work a regular shift on
such holiday and scheduled day off, shall be compensated as follows: eight (8)
hours pay for the holiday plus pay at time and one-half (1 1/2) the regular rate for
each hour assigned and worked to a maximum of eight (8) hours.

3. All unit members whose regularly assigned work week consists of 4/10 hour shifts,
shall not be required to submit documentation for 2 hours of paid leave on City
holidays as listed in Section 5-5(A).


B. Vacation Accumulation

Vacation accrual, carryover, and separation pay-out shall be governed by the following
table:


MONTHLY
SERVICE ACCRUAL
0-5 years 8 hours
6-10 years 10 hours
11-15 years 11 hours
16-20 years 13 hours
21+ years 15 hours

MAX. CARRYOVER MAX. PAYOUT
192 Hours 240 Hours
240 Hours 300 Hours
264 Hours 330 Hours
312 Hours 390 Hours
360 Hours 450 Hours

The accrual milestone is realized the month after the anniversary. For example,
Anniversary date is 01/01/2021 (5 years of service), accrual of 10 hours will
occur on 02/01/2026. Please refer to Personnel Rule 15b.1.

On the second paycheck in July of every year, every unit employee will receive
2.5 hours of vacation time, in addition to their other accruals, added to their
vacation leave.

During the 2026-2028 MOU, a workgroup will be formed with participants from
City management and include a leader from AFSCME Local 2384 for the purpose
of exploring the possible creation of a Citywide bank of hours supplied by
vacation cutback hours for use by employees with approved donation petitions.
The workgroup will submit a recommendation to the City Manager before the
end of the 2026-2028 MOU.

Unit members shall be allowed “vacation sell-back” twice per calendar year, on the
last paycheck of November and/or May. The total annual buy out is up to a maximum
of eighty (80) hours taken in no more than forty (40) hour increments, after the
employee has accumulated a minimum of one hundred twenty (120) hours of vacation
leave. The employee must take a minimum of forty (40) hours of vacation/comp-time
during the calendar year to qualify for these payments.

Unit members may contribute accrued vacation or compensatory time to other
employees in accordance with City policy governing contribution of leave for serious
illness of an employee or their immediate family member. An immediate family
member is defined as the employee’s spouse, qualified domestic partner, mother,
father or child. Child is defined as a biological, adopted, foster or stepchild, legal ward,
or a child of a person standing in place of a parent. Or a brother, sister, grandparent,
or in-law who are living with the employee and under his/her care. Requests to receive
such leave contributions will require a completed doctor’s certification.

C. Bank of Donated Leave


1. Each unit employee may complete a form to voluntarily donate vacation leave time
for a specified number of hours, not to exceed 100 hours per fiscal year. By filling
out and submitting a voluntary donation form, each unit employee is clearly and
affirmatively consenting to the donation of the stated number of hours from their
bank of vacation leave.

2. The total hours donated by the members shall be considered the maximum number
of hours available for donated hours under this Article.

3. Only employees of Unit 2 may donate hours to the Unit 2 bank of hours; Unit 2 may
only accept donated hours from Unit 2 employees.

Donated time does not count towards hours worked for overtime purposes.


Section 5-6: Uniforms

A. Airport Security Guards (Class Code 24000) uniforms will be supplied by the Aviation
Department.

B. On the effective date of this Memorandum, the City will assume responsibility for the
weekly cleaning/laundering of uniforms issued to those Unit members who are
employees of the Equipment Management Division of the Public Works Department.


Section 5-7: Parking

A. Employees regularly assigned to the Airport Terminal buildings shall be provided
parking facilities without charge at a location at the airport to be specified by the
Director of Aviation.

B. All employees who pay for parking will be charged half price at any downtown City
owned parking garage if they park a motorcycle.

C. All regular full-time and regular part-time Unit employees will receive, upon request, a
City issued bus pass at no cost to the employee.


Section 5-8: Tool Allowance

A. Unit employees in the following eligible classifications will receive a tool maintenance
allowance of three hundred dollars ($300.00) per annum.



Payment for tool allowance will be made on or about September 1.

Classification
User Technology Specialist U2
Instrumentation and Control Specialist
Trades Helper, Assigned U2
Equipment Service Worker I
Electrician Helper
Electrician
Electrician, Assigned Lead
Traffic Signal Technician
Telecommunications Specialist
Welder, Assigned U2
Building Equipment Operator I, assigned U2
Building Equipment Operator II, assigned U2
Building Maintenance Worker, Assigned U2
Locksmith
Building Maint. Worker *Plumber – U2
Electronic Systems Specialist
General Apprentice – U2 (NC)

B. Unit employees in the following eligible classifications will receive a tool maintenance
allowance of six hundred dollars ($600.00) per annum.

Payment for tool allowance will be made on or about September 1.

Equipment Service Worker II
Automotive Technician and all assignments
Heavy Equipment Mechanic and all assignments
Equipment Repair Specialist
Body Repair Specialist
Helicopter Mechanic
Fuel Systems Support Technician
Aircraft Technician and assignment


Section 5-9: Parental Leave

A. The City will, as a matter of general policy, and subject to operational needs, authorize
up to three (3) months of unpaid leave for an employee who is the parent of a newly
born or legally adopted child or any Unit member who needs to care for an ill family
member. Family members include spouse, children (natural, adopted, foster, or
stepchildren), brother, sister, parents, grandparents, as well as others living in the




same household with the employee. Approval and use of this leave shall be subject
to existing Personnel Rules.

B. An employee may use up to ten (10) hours of accumulated sick leave in at least one-
hour increments each calendar year for the home care or medical treatment for an
immediate family member residing in the employee’s household. When there is an
extreme illness or injury situation where a life or death question exists involving an
immediate family member, an employee may use up to five (5) days of accumulated
sick leave. (This should not be construed as bereavement leave under Personnel
Rule 15g).

In addition, employees may have dependent care situations where the above leave is
insufficient to cover their absence. Therefore, employees will be allowed to use
unscheduled accumulated vacation or compensatory time for the care of an immediate
family member up to a maximum of five (5) incidents not to exceed a total of forty (40)
hours each calendar year.

For all the above mentioned leaves, (sick leave, vacation, and compensatory leave)
the employee will not have these leaves be considered a negative factor, when
evaluating the job performance of an employee involved in a leave-management
program, up to a maximum total of seven (7) incidents per calendar year. An incident
is defined as an absence from work, regardless of the length of time.

An immediate family member is defined as the employee’s spouse, qualified domestic
partner, mother, father or child. Child is defined as a biological, adopted, foster or
stepchild, legal ward, or a child of a person standing in place of a parent. Or a brother,
sister, grandparent, or in-law who are living with the employee and under his/her care.

During the term of this MOU the City and the Union will meet and discuss changing
sick leave codes (e.g., BN, BO, Bl, BE) and other leave related matters as part of
the labor management committee established to address implementation of a
time/attendance schedule automation system.



ARTICLE 6: Miscellaneous

Section 6-1: Saving Clause

A. If any article or section of this Memorandum should be held invalid by operation of law
or by a final judgment of any tribunal of competent jurisdiction, or if compliance with
or enforcement of any article or section should be restrained by such tribunal, the
remainder of this Memorandum shall not be affected thereby; and upon issuance of


such final decree, the parties, upon request of either of them, shall meet and confer
to endeavor to agree on a substitute provision or that such a substitute provision is
not indicated.


Section 6-2: Copies of Memorandum

Within sixty (60) days of the date that this Memorandum is adopted by the City Council,
the Union will arrange for printing of jointly approved copies of it for furnishing one to
every Unit employee, Unit supervisor, and to management personnel. The cost of such
duplication and distribution will be borne equally by the Union and the City.

Printing vendors secured by the Union shall comply with Ordinance G-1372 (Affirmative
Action Supplier's Ordinance), as may be amended, and Ordinance G-1901 (Affirmative
Action Employment by Contractors, Subcontractors and Suppliers), as may be amended.


Section 6-3: Apprenticeship Programs

The City will make available to the Union copies of all existing apprenticeship agreements
affecting Unit II employees.

The Union and the City shall continue the Joint Apprentice Programs.

The City and Unit II Apprenticeship Program shall be organized with a set of standards
established by a 5-person Joint Apprenticeship Committee (Committee). The Committee
shall be comprised of 2 Union representatives, 2 City of Phoenix representatives, and 1
Committee shall monitor apprentices' performance. A quorum shall consist of one (1)
member from the union and the one (1) member from the City and one (1) Safety Division
employee.


Section 6-4: Part-Time Employees

A. Hourly paid Unit members, excluding seasonal and temporary employees, who have
worked a minimum of fifty (50) hours in each pay period for twenty-six (26) consecutive
weeks shall be entitled to vacation credits of four (4) hours per month. Vacation credits
shall be calculated and paid in cash, in December and June.

Continuation of this entitlement will be determined on November 1, February 1, and
May 1. If the employee has worked a minimum of fifty (50) hours in each pay period
in July, August, and September, his participation shall continue for the period
November through January. A similar review and qualification will be required for
October, November, and December; January, February, and March; and April, May,


and June. If the employee separates from City employment, the participation will
cease.

B. Hourly paid employees, excluding seasonal employees, may be considered for
advancement from pay step 1 to pay step 2 after completing 1,040 hours of work at
step 1. Advancement from pay step 2 to pay step 3 and each subsequent step in a
range may be considered after working 2,080 hours in each step.

C. No full-time or part-time permanent employees in the City Civic Plaza Department
shall be displaced or their hours reduced by the utilization of temporary employees,
unless the issue has been discussed by the parties in a Labor/Management meeting
and the City has complied with the provisions of Management Procedure 5.501, dated
February 7, 1994.

Based upon mutually agreed upon frequency, departments will establish regular Labor
Management meetings with union leadership to ensure productive communications
on items such as: department policy changes and the outsourcing of services currently
performed by unit members which could directly result in a reduction in the number of
permanent Unit positions (“contracting out”).


Section 6-5: Department Certifications and Required Licenses
The City will reimburse Unit members of the Water Services Department for expenses
incurred as a result of acquiring and maintaining certification required by the Arizona
Department of Environmental Quality. Unit member of the Water Services Department
will be reimbursed for 1 (one) fail and/or 1 (one) pass per certification.

Employees will be allowed City time to renew their CDL license and/or related
endorsements and will be reimbursed for such renewal fees which include the HAZMAT
background screening fee.

The City will provide reimbursements to Unit members for CDL endorsements.

Employees in the Water Services Department will receive a one-time special merit
increase/step adjustment when they obtain a higher ADEQ Grade Certification than
required for their job classification. Employees must provide a copy of their examination
results.

When the employee obtains a higher ADEQ Grade Certification and submits results for
reimbursement or merit increase, there will be no change to the employees PMG
anniversary date.

Additionally, the following classifications in the Water Services Department do not
require an ADEQ Certification, but any unit employee in any of the following


positions will be eligible for and receive the one-time special merit when they
obtain and maintain a Grade 1 ADEQ Certification in their area of specialty:
1) Electrician
2) Electrician*Lead
3) Instrumentation & Control Spec
4) Instrumentation & Control Spec*Lead
5) Utility Helper


Section 6-6: Safety Manual

The parties agree that, during the term of this Memorandum, the City will publish a Safety
Manual covering all citywide safety issues.

The Health and Safety Committee established in Article 2 Section 2-3 of this
Memorandum will be given the opportunity to review and to offer input on the manual
while it is in draft form and before its final publication.

Once published, there will be no changes made in the manual without the review of the
Health and Safety Committee.

Employees are entitled to exercise the rules under OSHA by relating to the competent
person assigned that the situation is unsafe and in conflict with OSHA rules.


Section 6-7: Term and Effect of Memorandum

A. This Memorandum shall remain in full force and effect commencing with the beginning
of the first regular pay period in July 2026 up to the beginning of the first regular pay
period commencing in July 2028, and thereafter shall continue in effect year by year
unless one of the parties notifies the other in writing no later than December first of
the final contract year of its request(s) to modify or terminate it.

B. Except as expressly provided in this Memorandum, the City shall not be required to
meet and confer concerning any matter, whether covered or not covered herein,
during the term or extensions thereof.

However, the parties will continue to meet with affirmative willingness to resolve
grievance and disputes relating to wages, hours and working conditions without
effecting the terms of this agreement.

C. If any section or provision of this Memorandum violates existing Federal, State, or City
law, then such law shall supersede such provision or section.




D. The lawful provisions of this Memorandum are binding upon the parties for the term
thereof. The Union having had an opportunity to raise all matters in connection with
the meet and confer proceedings resulting in this Memorandum is precluded from
initiating any further meeting and conferring for the term thereof relative to matters
under the control of the City Council or the City Manager.

E. The provisions of this Memorandum apply to all Unit employees, except that
entitlement to health, life, and long term disability insurance; holiday, overtime, and
show-up time benefits for regular hourly employees shall continue in accordance with
present practice and policy.

Permanent employees shall not be laid off from City employment and replaced by the
hiring of part-time employees solely for the purpose of eliminating the cost of existing
full-time benefits received by permanent employees.

F. This Memorandum constitutes the total and entire agreements between the parties
and no verbal statement shall supersede any of its provisions. All side agreements
modified during this contract period must contain an effective starting and expiration
timeframe. Any supplements, amendments, or modifications to this M.O.U. shall be
executed by duly authorized representative of each party.


Section 6-8:
The City shall create an Employee Memorial for those Unit II employees lost to COVID-
19 to thank them for their service to the City of Phoenix. This Memorial can be in
conjunction with other Memorials the City may have planned.




IN WITNESS WHEREOF, the parties have set their hands this

_______ day of May, 2026



_____________________________________________________________________
Jess Mayer, President, AFSCME Local 2384


_____________________________________________________________________
Megan Avalos, Assistant Human Resources Director, City of Phoenix


_____________________________________________________________________
Ed Zuercher, City Manager, City of Phoenix


ATTEST:


______________________________________________________________________
Denise Archibald, City Clerk, City of Phoenix


APPROVED TO FORM:


______________________________________________________________________
City Attorney, City of Phoenix



AFSCME 2384 Team: City of Phoenix Team:
Jess Mayer, President Megan Avalos, Assistant Human Resources Director
Reuben Montano Nazario Prieto, Water Services Department
Francisco Herrera Gabe Nevarez, Aviation Department
Gloria Lee Justeen Cook, Public Works Department
Benjamin K. Lundy Miguel Munguia, Phoenix Convention Center
Derek Sigurdson Meghan Anderson, Human Resources
David Pepiton Sheree Rucker, Human Resources (Coordinator)
Bryan Hammock Dafanie Perdue (Scribe)
Lorenzo Ortega
William P. Bakehouse






Report

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Item text
Approving the Memorandum of Understanding Between the City of Phoenix and
American Federation of State, County and Municipal Employees, AFSCME Local
2960 (Unit 3) (Resolution 22373) - Citywide

The City of Phoenix has met and conferred with American Federation of State, County
and Municipal Employees, AFSCME Local 2960 (Unit 3) in accordance with the terms
of Section 2-218 of the City Code, and a Memorandum of Understanding (MOU) has
been approved by the organization's membership. A copy of the proposed MOU has
been filed with the City Clerk and an opportunity for public comment was conducted at
the April 22, 2026, City Council Formal Meeting.

The following is a compensation summary in the proposed MOU:

Year 1:
Ongoing 2.0 percent base wage
Non-Continuous $500 for each full-time employee and $250 for each part-time
employee
Non-Continuous $630 for each full-time employee and $251 for each part-time
employee

Year 2:
Ongoing 0.5 percent base wage
Non-Continuous $980 for each full-time employee and $390 for each part-time
employee

Responsible Department
This item is submitted by Deputy City Manager David Mathews and the Human
Resources Department.





ATTACHMENT A




MEMORANDUM OF UNDERSTANDING

2026 – 2028

CITY OF PHOENIX

AND

AMERICAN FEDERATION

OF STATE, COUNTY

AND MUNICIPAL EMPLOYEES,

LOCAL 2960 AFL-CIO

REPRESENTING UNIT 3 EMPLOYEES




Table of Contents

PREAMBLE ........................................................................................................................ 3
ARTICLE 1: Rights ............................................................................................................ 4
Section 1-1: Purpose/Gender .......................................................................................................... 4
Section 1-2: City and Department Rights ....................................................................................... 4
Section 1-3: Union Rights............................................................................................................... 5
Section 1-4: Rights of Unit Members ........................................................................................... 12
Section 1-5: Prohibition of Strike and Lockouts .......................................................................... 23
Section 1-6: New Positions and Classifications ........................................................................... 24
ARTICLE 2: Grievance/Arbitration/Labor Management ............................................... 25
Section 2-1: Grievance Procedure ................................................................................................ 25
Section 2-2: Labor-Management Committee ............................................................................... 33
Section 2-3: Health and Safety Committee................................................................................... 34
ARTICLE 3: Compensation/Wages ................................................................................ 35
Section 3-1: Wages ....................................................................................................................... 35
Section 3-2: Overtime ................................................................................................................... 37
Section 3-3: Out-of-Class Pay ...................................................................................................... 40
Section 3-4: Sick Leave Cash Out Formula.................................................................................. 41
Section 3-5: Shift Differential Pay................................................................................................ 41
Section 3-6: Stand-By Pay ............................................................................................................ 42
Section 3-7: Show-up Time .......................................................................................................... 42
Section 3-8: Jury Duty Pay ........................................................................................................... 42
Section 3-9: Deferred Compensation Program ............................................................................. 43
Section 3-10: Compensation for Approved Training ................................................................... 43
ARTICLE 4: Hours of Work/Working Conditions .......................................................... 43
Section 4-1: Hours of Work .......................................................................................................... 43
Section 4-2: Rest and Lunch Periods ............................................................................................ 45
Section 4-3: Clean-up Time .......................................................................................................... 46
Section 4-4: Seniority ................................................................................................................... 46
Section 4-5: Technology ............................................................................................................... 47
ARTICLE 5: Benefits ....................................................................................................... 47
Section 5-1: Health Insurance ....................................................................................................... 47
Section 5-2: Dental Insurance ....................................................................................................... 49
Section 5-3: Life Insurance ........................................................................................................... 49
Section 5-4: Long-Term Disability ............................................................................................... 50
Section 5-5: Holidays, Vacation Pay, and Leave Donations ........................................................ 50
Section 5-6: Uniforms ................................................................................................................... 52
Section 5-7: Tuition Reimbursement ............................................................................................ 55
Section 5-8: Car Insurance, Mileage Allowance, Bus Pass and Parking ...................................... 56
Section 5-9: Unpaid Parental Leave / Family Leave .................................................................... 56
Section 5-10: Retirement Program and Benefits .......................................................................... 57
ARTICLE 6: Miscellaneous ............................................................................................. 57
Section 6-1: Saving Clause ........................................................................................................... 58
Section 6-2: Copies of Memorandum ........................................................................................... 58
Section 6-3: Term and Effect of Memorandum ............................................................................ 58
Section 6-4: ................................................................................................................................... 59
ATTACHMENT A ............................................................................................................. 61
ATTACHMENT B ............................................................................................................. 62

PREAMBLE
WHEREAS, the well-being and morale of employees of the City are benefited by providing
employees an opportunity to participate in the formulation of policies and practices affecting
the wages, hours and working conditions of their employment; and

WHEREAS, the parties hereby acknowledge that the provisions of this Memorandum of
Understanding (hereinafter Memorandum) are not intended to abrogate the authority and
responsibility of City government provided for under the statutes of the State of Arizona or
the Charter or Ordinances of the City of Phoenix, except as expressly and lawfully modified
herein; and

WHEREAS, the parties, through their designated representatives, met and conferred in
good faith pursuant to the Meet and Confer Ordinance in order to reach agreement
concerning wages, hours, and other terms and conditions of employment of employees of
Unit III;

NOW, THEREFORE, the City of Phoenix, hereinafter referred to as the "City" and Local
2960, as an affiliate of the American Federation of State, County and Municipal Employees,
AFL-CIO, hereinafter referred to as the "Union," having reached this complete agreement
concerning wages, hours, and other terms and conditions for the term specified, the parties
submit this Memorandum to the City Council of the City of Phoenix with their joint
recommendation that body resolve to adopt its terms.




ARTICLE 1: Rights

Section 1-1: Purpose/Gender
Whenever any words used herein in the masculine, feminine or neutral, they shall be
construed as though they were also used in another gender in all cases where they would
so apply.

A. Recognition

The City recognizes the Union as the sole and exclusive Meet and Confer agent,
pursuant to the Meet and Confer Ordinance as amended, for the purpose of
representation regarding wages, hours, and other conditions of employment for all
regular full time and regular part time employees in positions constituting Unit III, as
certified May 22, 1978, or as may be modified by the Phoenix Employment Relations
Board (PERB).

If a court of competent jurisdiction (defined as Arizona Supreme Court or U. S. Supreme
Court) determines that "fair share" does not violate Arizona State Law, then the Union
and the City of Phoenix shall open up the contract to bargain in good faith on this issue.

If any conflict exists between the language in an A.R. or employment/ department rule
and the language of the negotiated M.O.U., the M.O.U. shall prevail.


Section 1-2: City and Department Rights
The Union recognizes that the City has and will continue to retain, whether exercised or not,
the unilateral and exclusive right to operate, administer and manage its municipal services
and work force performing those services in all respects subject to this Memorandum.

The City Manager and Department Heads have and will continue to retain exclusive
decision-making authority on matters not officially and expressly modified by specific
provisions of this Memorandum of Understanding, and such decision making shall not be in
any way, directly or indirectly, subject to the grievance procedure contained herein.

The exclusive rights of the City shall include, but not be limited to, the right to determine the
organization of City government and the purpose and mission of its constituent agencies,
to set standards of service to be offered to the public, and through its management officials
to exercise control and discretion over its organization and operations, to establish and
effect Administrative Regulations and employment rules and regulations, consistent with
law and the specific provisions of this Memorandum of Understanding to direct its
employees, to take disciplinary action for just cause, to terminate or reassign its employees
from duty because of lack of work or for other legitimate reasons, to determine the methods,
means and personnel by which the City's services are to be provided, including the right to
schedule and assign work and overtime, and to otherwise act in the interest of efficient
service to the community.

Nothing herein shall preclude the City from being in compliance with the Americans with
Disabilities Act.


Section 1-3: Union Rights
It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the City to count as time worked, any hours or
fractions of hours spent outside the employees' work shift in pursuit of benefits
provided by this Article. The City shall count as time worked any hours or fractions
of hours spent within the employee's regular work shift.

No employee shall suffer reprisal for the exercise of rights granted by this MOU.

The City of Phoenix and the residents it serves benefit from harmonious and
cooperative relationships between the City and its employees. AFSCME Local 2960,
as the authorized representative, has the exclusive right to serve as the meet-and-
confer representative of all Unit employees, as certified by the Phoenix Employment
Relations Board.

A. Authorized Unit Employee Representatives

The Union agrees that up to 4 bargaining Unit members ("Authorized Unit
Employee Representatives") of AFSCME Local 2960 (the Union) will perform
activities that provide a clear, measurable benefit to City operations. Authorized
Unit Employee Representatives are subject to Administrative Regulations. The
City will pay these employees’ and the union steward employees’ full-time fringe
benefits including pension benefits. Authorized Unit Employee Representatives
shall suffer no reprisal with regard to their original position, location or
schedule by seniority for performing activities as Authorized Unit Employee
Representatives under this section and upon return to their regular City duties,
the Unit employee shall be reinstated to their original position, location, and
schedule by seniority. In addition, any approved leave time the full-time release
employee had scheduled prior to his/her return shall be honored by the
department. The City has determined that Authorized Unit Employee
Representatives will be released to perform the following activities that confer a
public benefit and serve a public purpose by directly advancing City operational
interests ("City Business Time”):

1. In coordination with management, Authorized Unit Employee
Representatives will attend City-directed meetings, seminars, training
classes, and workshops, to help bargaining unit employees better
understand City policies, programs, and practices, conflict resolution, and
labor-management partnerships.

2. Authorized Unit Employee Representatives will facilitate effective
communication between employees and management to ensure the safe
and efficient delivery of services and to develop a heightened degree of
labor-management cooperation.

3. In coordination with management, Authorized Unit Employee
Representatives will assist with the development, promotion,
implementation, and communication of new, revised, or updated programs
and/or policies to the broader City workforce that are members of the
bargaining unit in order to streamline service delivery and facilitate timely
implementation of changes in policies or programs. Changes in safety or
security policies and procedures will take priority over other changes.

4. In coordination with management, as a means of achieving a healthier
workforce and driving down workers compensation and healthcare costs,
and the use of sick leave, Authorized Unit Employee Representatives will
assist bargaining unit members with understanding and coordinating
benefits.

5. With the goal of driving down medical costs while providing appropriate
medical benefits, Authorized Unit Employee Representatives will participate
directly and assist the City with benefit evaluations, which will include
serving on the Citywide Health Care Task Force.

6. To ensure City resources are well coordinated, and upon direction from the
City and consent of the Union, Authorized Unit Employee Representatives
will participate in, and serve as members of, various City task forces and
committees.

7. Authorized Unit Employee Representatives will represent bargaining unit
members in critical incidents at the time of such incidents (e.g., a personal
injury suffered on the job).

8. In coordination with management, Authorized Unit Employee
Representatives will participate in City-sponsored community projects.

9. As a means of enhancing employee performance, Authorized Unit Employee
Representatives will assist members in understanding and following work
rules, rights, obligations, and responsibilities.

10. As a means of controlling administrative and litigation costs associated
with employee matters in a large and complex City, with the goal of
resolving matters at the earliest possible stage, and in coordination with
management, Authorized Unit Employee Representatives will assist
bargaining unit members and management in matters related to employer-
employee relations.

11. In coordination with management, and to enhance workplace safety efforts,
Authorized Unit Employee Representatives will participate in safety
programs and compliance initiatives.

12. In coordination with department and city management, and to enhance
safety, efficiency and delivery of City services, Authorized Unit Employee

Representatives agree to investigate, study and develop suggested
solutions and resolution of workplace issues including work assignments,
workplace conflicts and disagreements raised by either the City or unit
employees.

13. In coordination with management and to enhance efficiency and delivery of
City services and retention of employees and to lower rates of turnover of
City employees, Authorized Unit Employee Representatives will assist in
helping unit employees and the City understand and develop reasonable
expectations for employees, working with department management to
develop Performance Management Guide (PMGs) goals, assisting unit
employees and management in reviewing and developing expectations and
compliance with PMG process.

14. In coordination with management, Authorized Unit Employee
Representatives may agree to participate in other activities specifically
requested or approved by the City Manager or designee.

The City Manager may permit Authorized Unit Employee Representatives to
perform other activities that will provide a direct and measurable benefit to
the City.

B. Authorized Unit Employee Representatives are prohibited from participating in
any political activity during City Business Time, unless specifically requested
by City Manager or designee. Authorized Unit Employee Representatives shall
not engage in any of the following activities (“Union Business Work”) during
City-paid time and must take leave (“Union Business Work”) to engage in such
activities during the regular work schedule:

1. Union legislative, lobbying, or political activity. This includes participating
in the preparation or distribution of legislative proposals.

2. Union Organizing. This includes preparing and/or distributing union
organizing material.

3. Represent employees in Civil Service hearings.

4. Bargaining/Negotiations. This includes any matters deemed mandatory
subjects of bargaining.

5. Representation in grievance arbitrations unless requested by the City.

6. The Union agrees the City will bear no costs for transportation, office
space, office supplies, administrative support, and liability coverage for
acts or omissions of Authorized Unit Employee Representatives while on
non-City Business.

C. Reporting and Accountability of Authorized City Business Time


The Union shall submit monthly activity logs and progress reports to the Human
Resources Director or designee documenting the City Business of the
Authorized Employee Representatives and any leave used by the Authorized
Unit Employee Representatives. The parties shall agree on the format of the
logs and progress reports.

The Authorized Unit Employee Representatives will advise the City of the days
and hours they are available and intend to spend on City Business Time and
shall submit leave slips for any time used for Union Business Time on forms
agreed to by the parties, and shall submit leave slips for other personal leave in
accordance with City absence policies.

If the Authorized Unit Employee Representative performs Union Business Work
during his or her regular work schedule, such time shall be considered Union
Business Time, which shall be funded through voluntary Unit member
donations collected in a Bank of Release Hours or by direct reimbursement to
the City.

The City has the right to audit and challenge submitted logs. Such challenges
shall be provided to the Union, in writing, explaining the factual basis of the
challenge and proposed resolution. In the event there is disagreement, either
party may request to meet and discuss the matter. Any unresolved dispute shall
be processed as a Union Grievance in accordance with the provisions of Article
2 of this MOU. Grievance Resolution may include the Union reimbursing the City
for activities not deemed City Business under this Agreement within 45 calendar
days of final resolution by the City Manager.

The Union and City each agree to fully cooperate with periodic audits of the
hours and activities worked by Authorized Unit Employee Representatives and
resolution of any disputes arising therefrom. Audits shall be conducted on a
timely basis and limited to a reasonable recent period. Reconciliation will be
made quarterly.

D. Union Stewards

The Union may designate up to 52 stewards including 10 Chief Stewards and 19
Lead Stewards and shall notify the Labor Relations Administrator of such
designations. There shall be no obligation on the City to change or adjust
normal departmental scheduling or assignments of personnel because of such
designations although the City shall confer on this issue if requested.

Stewards doing work on behalf of the Union, outside of their home department,
must utilize the Union Bank of Release Hours.

1. Union designated representatives shall be admitted to the buildings and
grounds of the City for the purpose of City Business Time and for official
Union business, so long as such will not, in any manner, interfere with any
work operation or the safety and security of any work site. Such
representatives shall give notice to the appropriate office prior to arrival or, if

that is not possible, they shall give notice of their presence immediately. The
City will not arbitrarily deny access to the Union.

2. Consistent with the MOU, and in the sole discretion of the City Manager or
designee, the City Manager or designee may authorize Unit members in
advance in writing to engage in lawful Union-related activities during City
work hours on a non-paid basis.

3. City Business Time may only be used for activities expressly authorized
under this Section. The City reserves the right to deny approval of a request
to use City Business time for activities not consistent with the terms and
conditions of this MOU. The City shall not arbitrarily deny requests for use of
City Business Time for activities that provide a clear, measurable benefit to
City operations, such as improving employee safety or productivity,
achieving cost savings, improving regulatory compliance, and helping
employees understand and exercise their rights and responsibilities.

E. Requests for City Business Time

1. A designated union steward, outside of their home department, who wishes
to use City Business Time must submit a request as soon as the need is
known, but no later than 72 hours in advance of the time requested. Labor
Relations may grant exceptions to this requirement to the Union in writing:
such requests will not be arbitrarily denied. Requests for City Business time
will be approved only if the activity is listed in this section of the MOU or pre-
approved by the City Manager or designee in writing and documented as
providing a measurable operational benefit to the City.

2. If a request for City Business Time is denied and the designated union
steward or any Union officer believes that the activity for which time was
requested has a clear, measurable benefit to City operations, such as
improving employee safety, efficiency, productivity, cost savings, regulatory
compliance, helping employees understand and exercise their rights and
responsibilities, the designated union steward may first appeal that denial to
the Labor Relations Division or Human Resources Director who will promptly
make a determination. If the Union continues to disagree with the
determination, it may submit a grievance which shall be processed as a
Union Grievance in accordance with the provisions of Article 2 of this MOU.

F. International and Local 2960 Union Representatives

Accredited A.F.S.C.M.E. International, and designated Local 2960 Chief Steward and
Lead Stewards shall be admitted to the buildings and grounds of the City during working
hours for assisting in the adjustment of grievances, so long as such will not interfere
with any work operation or the safety and security of any work site. Such
representatives will check in with the supervisor involved and will be required to conform
to the safety regulations of the work site.

G. Payroll Deduction

1. The City shall deduct from the first and second pay warrants of Union members, in
each month, the regular periodic Union membership dues and regular periodic Union
sponsored insurance premiums pursuant to the City's deduction authorization form
duly completed and signed by the employee and transmit such deductions monthly
to the Union no later than the 14 day following the end of the pay period in which the
deduction occurs, along with an alphabetical list of all employees for whom
deductions have been made. Such deduction shall be made only when the Union
member's earning for a pay period are sufficient after other legally required
deductions are made.

2. Authorization for membership dues deduction herein under shall remain in effect
during the term hereof unless revoked in writing by the employee. Revocation of
deductions shall be accepted by the City only during the first week of July or January
of each year of the term of this memorandum to be effective the following payroll
period. The City will notify the Union of any revocations submitted to it.

3. The City shall not make dues deductions for unit members on behalf of any other
employee organization (as defined in the Meet and Confer Ordinance) during the
term of this Memorandum.

4. It is agreed that the City assumes no liability except for its gross negligence on
account of any actions taken pursuant to this section. The City will, however, as
promptly as technically possible, implement changes brought to its attention.

5. The City shall, at the written request of the Union during the term of this agreement,
make changes in the amount of dues deduction hereunder for the general
membership, provided costs for implementing such changes shall be reimbursed by
the Union at actual cost incurred by the City.

H. Facilities and Services

1. Union Materials: The Union may distribute material on the City's premises (buildings
and grounds) before and after scheduled working hours or in non-work areas during
scheduled work hours provided that both the person distributing and the employee
receiving such material are on their own time.

2. The Union may, using its own resources, use the mailboxes at work locations
to communicate with unit members.

3. Employees may wear union produced buttons, pins, or other insignia at work,
provided that such insignia does not interfere with safety, and operations and
are not otherwise prohibited by law or this Agreement. This provision shall not
excuse an Employee from following any departmental dress policy. The City
shall not be responsible for purchasing any Union insignia under this
provision. The Union may upon request consult with the Department regarding
any problems presented with wearing union insignia at work and the parties
will make good faith efforts to remedy reported problems.


4. Union Communication: The Union shall be allowed to send two union-requested
communications per month using the City Email System to communicate with Unit 3
employees. One of the monthly requested emails shall be limited to
communication regarding life insurance benefits as referenced in Section 5-3
of the MOU. Requests will be processed through Labor Relations. Issues stemming
from this agreement will not be subject to the grievance procedure and will be
discussed in labor-management meetings.

5. Union Website: The Union’s web page shall be listed as a link on the City’s Intranet
home page as one of the City’s Employee Resources.

6. Union Bulletin Boards: The City shall provide the Union with bulletin boards for its
use in communicating with its members at mutually agreeable locations. The City
shall grant sole and exclusive use of such bulletin boards to the Union. The City will
provide glass-enclosed, locking bulletin boards (standard to be set by the City) for
any new City facility where five or more Unit 3 employees will be assigned. The
Union may request that two existing bulletin boards be replaced with glass-enclosed,
locking bulletin boards (standard to be set by the City) each contract year, provided
at least five Unit 3 employees are assigned to the requested locations. Lost keys will
be replaced with the full expense charged to the party that lost them (meaning City
or Union). Damaged bulletin boards will be replaced with the cost split equally
between the City and the Union.

Material which is not abusive of any person or organization, which complies with laws
regulating the political activities of City employees, and which is not disruptive of the
City's operations, may be posted or distributed.

Union representatives shall have the right to reasonable access to City
facilities during regular operating hours for the purpose of posting,
maintaining, and updating Union bulletin boards provided that this function is
performed on their own time. Such access shall not interfere with City
operations. They shall give notice to the appropriate office prior to arrival or,
if that is not possible, they shall give notice of their presence immediately. The
City will not arbitrarily deny access to the Union.

7. New Employee Orientation (NEO): The Human Resources Department will
notify the Union when Orientation sessions involving new unit employees are
scheduled. The Union shall be invited to attend new employee orientation
(NEO) sessions to inform new unit employees of their rights under the Code
and this MOU and answer any questions directed to the Union.

Such opportunity shall be afforded the Union during the NEO sessions
conducted by the Human Resources Department, and individual department
NEO sessions.

8. Employee Lists: Upon the Union’s filing of a Third Party Data Sharing agreement
with the HR Department, the City shall provide electronically, at no cost, a list of unit
members which includes the following: Emp ID, First Name, Last Name, Initial,
Deduct, Service Date, Hire/Rehire Date, Dept ID, Department, Job

Title/Classification, Job Locator Code, Work Location, Mailing Address, City, State,
Zip, Home Phone, Work Phone, active Union deduction, a monthly list of employees
newly added to Unit 3, and a list of Unit 3 employees who have left the unit. (This
includes unit members who retire, promote, quit, are terminated, or pass away).
When the City issues a department or city-wide electronic notice regarding an
employee death (active or inactive), the City shall include the Union on any
such notice. The City shall provide the Union a list of all Unit 3 vacancies monthly.
Any and all information furnished by the City shall be used by the Union solely for
the purpose of communicating with unit employees.

Records of overtime worked by employees shall be distributed monthly to the
Union. Upon request of the Union, such records shall be posted monthly on a
worksite bulletin board. In addition, records of overtime worked by Unit
members shall be made available for inspection by an authorized
representative of the Union upon advance request and at reasonable times. If
there are problems reported by the Union with the distribution or posting of
records, the parties shall make a good faith effort to reach resolution.

9. Labor Management

If any part of Section 1-3, or the section in its entirety, is found to conflict with
federal or state law and is therefore deemed illegal, null, or void, that
determination shall not affect the validity of the remaining provisions of this
MOU.

10. Roles/Responsibilities: Management and Union representatives shall engage
with one another as equal and recognized counterparts, each acting within
their respective roles and responsibilities, for matters relating to the
administration of the MOU. Union representatives shall not be subject to
unlawful retaliatory actions by management due to their union involvement,
including representing employees during negotiations, grievance meetings or
other aspects of MOU administration. The Union and the City will cooperate to
ensure its representatives focus on issues pertinent to such meetings with
supervisors and managers.


Section 1-4: Rights of Unit Members

It is understood by the parties that the benefits granted by this Article shall not be interpreted
or applied as requiring the employer to count as time worked, any hours or fractions of hours
spent outside the employee's work shift in pursuit of benefits provided by this Article. The
employer shall count as time worked any hours or fractions of hours spent within the
employee's regular work shift in pursuit of benefits provided by this Article.

All unit members have the right to have the Union serve as their meet and confer
representative without discrimination based on membership or non-membership in the
Union or any other organization.



All unit members have the right to be treated in a manner which is fair and impartial in
any matter associated with the rights of unit members under the specific express terms
of this Memorandum of Understanding.

No unit employee shall suffer reprisal for the exercise of rights granted by this MOU.

A. Unit employees have the right to be represented by the union and the union reserves
the right to provide representation to its members in dealings with the City concerning
grievances, and matters pertaining to their individual employment rights and obligations,
and during an investigatory interview concerning allegations focused on the employee
which may result in disciplinary action.

B. Supervisors are encouraged to discuss concerns and attempt to resolve those concerns
with an employee without utilizing a formal investigatory process. Supervisors are
encouraged to not utilize an investigatory process unless they have a reasonable belief
that discipline (a written reprimand or higher) could result. Should information be made
during a conversation to attempt to resolve an issue that could result in discipline, the
supervisor will stop the meeting and utilize an investigatory process as outlined below.
Any interview becomes investigatory when facts or evidence sought by management
may result in a disciplinary action.

• An employee is entitled to Union representation if the employee reasonably believes
that the investigatory interview will result in disciplinary action and the employee has
requested representation from their union.

C. The City may, at its sole discretion, either conduct investigatory interviews with
employees or issue employees written questions in order to provide the employee an
opportunity to gather additional information. In either case, a Notice of Inquiry (NOI) form
will be used. The intent of the NOI is to clearly put employees on notice that they are
under investigation that could result in discipline, inform them of the nature of the
allegations against them, and inform them of their right to representation.

Recognizing the mutual goal of timely and thorough administrative investigations,
the parties agree to establish a citywide Labor Management Committee (NOI
Committee) with the purpose of reviewing the Notice of Inquiry (NOI) processes
and making recommendations for improvements. The committee shall comprise
two representatives from the Union (AFSCME 2960), the City's management,
which shall include representatives from Human Resources, and other labor
partners. The committee's findings and recommendations shall be presented to
the City Manager on or before June 30, 2027.

D. If the City elects to issue written questions to the employee, the following shall apply:

1. If an NOI is being issued and there is no active questioning, representation is not
required.

2. The employee will have 72-hours excluding holidays and N-days to respond in writing
and provide any other material requested. This deadline may be extended by mutual
agreement if there are extenuating circumstances.

E. If the City elects to conduct an investigatory interview, the following shall apply:

1. Prior to the employee being interviewed, the employee shall be advised of their right
to a representative.

2. The NOI form will be issued at the meeting.

3. The union representative may engage in meaningful representation, including but
not limited to assisting and consulting with the employee, attempting to clarify the
facts or questions asked, and suggesting other employees or witnesses who may
have knowledge of the underlying issues. The union representative cannot speak on
behalf of the employee or impede the progress of the interview.

4. The member or representative may ask for a caucus during the meeting. The
caucusing party will attempt to keep the caucus to reasonable timeframes.

5. The interviewer may not prohibit the union representative from engaging in
representation, including consulting with the employee. The member shall be allowed
to seek advice and counsel from their representative in caucus during the interview.

6. The union representative may not behave in a violent, verbally abusive, insulting, or
demeaning manner toward the interviewer.

7. Prior to the conclusion of the meeting, the member or representative shall have the
opportunity to make a closing statement.

8. If the department requires a written statement at an investigatory meeting, the
employee will be given up to one hour of City time to write the statement. Additional
time may be granted at the sole discretion of the department and will not be withheld
arbitrarily.

9. The employee will be provided with a copy of the interview notes and given 72 hours
excluding weekends and the employee's holidays and N-days to confirm their
answers and provide any additional information.

10. Except for emergency situations, the unit employees shall have a minimum of 48
hours excluding the employee's holidays, N-days as well as weekends (Saturday
and Sunday), to arrange for union representation when the member is the subject of
an administrative investigatory interview. The union representative will make every
reasonable attempt to arrive within the 48 hours. No reasonable request for an
extension will be arbitrarily denied. An employee may waive the 48-hour time
requirement if the employee is not opting for representation.

11. Employees will be provided with the NOI cover sheet (and attachment if applicable)
listing the allegations against the employee 48 hours in advance of the investigatory
interview, however, the NOI/interview questions will not be provided in advance.



F. Regardless of whether the City elects to interview the employee, or issue written
questions, the following shall apply:

1. The employee will be instructed not to speak to anyone regarding an investigation.
This restriction does not apply to the union, the employee's family or clergy, the
investigator, or chain-of-command.

2. The employee will be advised if the inquiry is supervisor initiated or the result of a
citizen complaint, employee/co-worker complaint, or other.

3. The member shall also be informed that none of their statements, nor any information
or evidence which is gained by reason of such statements, can be issued against
them in any criminal proceedings.

4. A unit member shall receive a copy of any statement that they are asked to sign.

5. An employee under investigation will be notified in writing every 90 calendar days as
to the current status of the investigation. Every 30 days, an employee under
investigation may request a status update. At management's discretion, the status
will be provided either verbally or in writing. This will include a brief description of the
number of known witnesses still to be interviewed and other investigate processes
remaining to be completed, as well as an estimated date of completion.

6. Upon conclusion of each investigation, the City will provide all respondents
and the Union with a copy of the investigation summary.

G. Misc.

1. A unit member identified solely as a witness will not be prevented from reaching out
to the union on their own time to consult with a union representative prior to their
interview.

2. Only paperwork pertaining to any completed NOI investigation resolved as sustained
will be kept in an employee's personnel files.

3. This article applies to all regular full-time and regular part-time employees in Unit 3
positions, this includes probationary employees.

4. In addition, Police employees are covered in Section 1-4.P.

5. If a Union Steward is requested by management to hold over or is called in from
home by a supervisor to represent an employee at a meeting required by
management, the Union Steward will receive overtime compensation for actual time
held over or a minimum of 1 hour if called in from home.

6. Employees have the option to bring a union steward for purpose of observation to a
scheduled meeting where a suspension, demotion or termination is being issued by
management.


7. See Section 1-4N for retention schedule.

H. Unit employees will be permitted to apply and/or compete in a transfer process while in
a pending investigation. The transfer process will not be delayed pending the conclusion
of the related investigation.

I. The City will provide to the employee a copy of the Citywide completed accident
investigation and any other material the City plans to present at the Citywide Accident
Review Board hearing. This material will be supplied as quickly as possible after the
material has been prepared.

J. It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the employer to count as time worked, any hours or
fractions of hours spent outside the employee's work shift in pursuit of benefits provided
by this Article unless otherwise specified in this MOU. The employer shall count as time
worked any hours or fractions of hours spent within the employee's regular work shift in
pursuit of benefits provided by this Article.

K. Any unit member covered hereunder shall, on his request and by appointment, be
permitted to examine his personnel file and/or supervisor file, in the presence of an
appropriate supervisory official of the Department. The unit employee may authorize in
writing a union representative to examine their personnel and/ or supervisor file on their
behalf. The employee is entitled to designate 1 person of his choosing (lawyer, union
representative, close friend, etc.) to accompany him in reviewing his file. The employee,
however, must be present at the review. In addition, the unit member may, at his
discretion, attach rebuttal statements to any material contained in his personnel file
and/or supervisor file, which may be of a derogatory nature. No unit member shall have
any adverse statements entered into his personnel file without the member being
informed by a supervisor. The employee shall be requested to date and sign such
adverse material, not as an indication of agreement, but solely as evidence of being
advised of its existence. If the unit member requests, he shall receive a copy of the
material in question. Medical information should be maintained in a separate confidential
file.

1. The City will establish a logging system within the department and central personnel
file. The log will identify the date, name of the person (other than Human Resources
staff) that examined the file, and purpose.

2. If an employee is not given their performance evaluation by the annual review date
the employee's merit increase will be processed within 21 calendar days following
the above due date and be retroactive to the performance evaluation annual review
date. (If an over all "met").

Discipline older than 5 years from the date of issuance will not be considered for
progressive discipline or promotion/transfer purposes except for the following types
of discipline, which may be considered for the duration of employment (and upon the
employee’s return to employment, if applicable):

Sustained discipline of 40-hour suspension or greater of the following types:

• The employee has been abusive or threatening in attitude, language, or conduct
towards fellow employees, customers of the City, or the public.
• The employee has solicited or taken for personal use a fee, gift, or favor in the
course of the assigned work or in connection with it, which would lead toward
favoritism or the appearance of favoritism or a conflict of interest.
• The employee is in possession of a deadly weapon (as defined in ARS 13-3101),
excepting a pocket knife (as provided in ARS 13- 3102) at a City worksite1, unless
such employee is a police officer. 1 (A worksite includes not only City buildings
and property, but also City vehicles and private vehicles while being used on City
business, and other assigned work locations.)
• The employee has intentionally falsified records or documents made, kept, or
maintained for or on behalf of the City of Phoenix.
• The employee has stolen or is in unauthorized possession of City property or the
property of another employee or citizen.
• The employee is under the influence of alcohol or illegal drugs on the job.
• The employee has violated City of Phoenix anti-harassment or anti-discrimination
policies.
• The employee committed a violation of the City’s Ethics Policy.
• The employee’s actions meet the elements of a felony.
• The employee committed an act of dishonesty.
• The employee has committed a Class 3 violation of use of force (For enforcement
positions within the Police Department).

L. The City will comply with provisions of A.R.S. Sec. 12-2506, paragraph D, subparagraph
1, and assume responsibility for the actions of any Unit III employee in a legal proceeding
for personal injury, property damage, or wrongful death, when it is demonstrated that
the employee was performing his regularly assigned duties without malice or any degree
of negligence.

M. The City shall notify employees in writing of any new policies and/or revision in City or
written department policies affecting Unit III employees. Notice shall remain available
for not less than 21 working days. Review of policy revisions shall be included in
employee meetings and shift briefings when appropriate and practical to do so. The City
will notify employees of new or revised written City or Department policies affecting Unit
employees as soon after release as possible.

N. A coaching is a verbal discussion or meeting with an employee to actively discuss any
problem with the employee. A coaching is not to be considered a first offense for
purposes of progressive discipline. A written record of a coaching may be placed in the
supervisor’s file. A coaching is to be one-on-one. When 2 or more supervisors are
present at the coaching, the employee will be allowed a representative at the employee’s
request. An employee may receive more than 1 coaching for a similar matter. A
coaching given to a unit member cannot remain in a supervisor’s file for more than 1
year from the date of incident provided no further incidents of a similar nature occur
during this 1 year period.




A supervisory counseling is a written warning that the supervisor shall document in
memo form. A supervisory counseling is not discipline. They are to be used to determine
only notice to the employee and credibility. The supervisory counseling shall be initialed
or signed by the unit member within 2 weeks of being advised that the counseling has
been issued.

If a supervisory counseling is to be used in any disciplinary or personnel action or any
performance rating, the employee will be given the supervisory counseling in memo
form, that identifies the behavior requiring improvement, the reason for the improvement,
and the consequences of continuing the unacceptable behavior. The memo will contain
a line for the employee’s signature and above the line the statement: “The employee
shall date and sign the supervisory counseling, not as an indication of agreement, but
solely as evidence of being advised of its existence.” The employee will receive a copy
of the memo.

A supervisory counseling will only be retained in the supervisor’s file. It will not be placed
in the employee’s personnel file.


Department File Personnel File
Document Supervisory File (if applicable) (OFFICIAL FILE)
Maintain original
in file.
Remove annually
Coachings/Supervisory Not maintained Not maintained
(from the date
Counselings in file. in file.
of incident)
provided no
further incidents.
Maintain copy
in file. Maintain copy Maintain original
Remove annually in file. in file.
Written Reprimands (from the date Employee may Employee may
of incident) request to remove request to inactivate
provided no after 3 years. after 3 years.
further incidents.
Maintain copy Maintain original
Maintain copy in file. in file.
Suspensions
in file. Employee may Employee may
(other than below)
Remove annually request to remove request to inactivate
(from the date of after 10 years. after 10 years.
incident) Maintain original
Discipline as discussed provided no Maintain copy
in file.
in section further incidents. in file.
May not be
1-4.K.2 Cannot Remove
inactivated

The official discipline record is maintained in the Personnel File by the Human
Resources Department. Copies maintained in either the Supervisory and/or Department
files are not the official record. Employees may request to remove/inactivate eligible
documents based on the above criteria. Official records may only be inactivated and not
removed.

If an employee receives a written reprimand during the rating period, the supervisor will
document the improvement required in the employee’s performance evaluation without
documenting the issuance of discipline.

The City continues to retain the format used for corrective action/discipline, including
forms, technology, etc.

Documents or notes maintained in a supervisor’s file will not be used in future
disciplinary actions (Grievances or Civil Service Board) unless the unit member has
been previously made aware of the existence of the performance/conduct concerns.

A unit member who receives a written reprimand, suspension or demotion upon request
will be provided a copy of the investigative summary (if any exists) supporting the written
reprimand, suspension, or demotion at the time the unit member receives the discipline.
An employee who receives a written reprimand, suspension, or demotion may request
a copy of the information upon which the discipline was based and will be provided a
copy at no cost to the employee.

If a unit employee is suspended, it is understood that a suspension day is defined as 8
hours. For employees working a 4-10 schedule, the other two hours of the work day
would be accounted for at the sole discretion of management.

Unit members may serve suspensions of more than 40 hours on an alternating weekly
schedule.

After a separation notice has been signed by the appropriate authorities, and if the unit
member is given the opportunity to resign, the unit member will have two hours to consult
with a representative.

Unit members are entitled to representation if a "Not Met" performance evaluation is
appealed and is at the Executive Level (Assistant Director or Director) or when
management has more than one representative at the meeting to discuss the appeal of
the performance evaluation.

A unit member shall receive a copy of any statement that they are asked to sign.

Employees will be notified of performance issues as they occur or are discovered.

If the PMG is expected to be an overall "Not Met", the employee will be notified in
writing on or before the scheduled date of service (PMG due date),
notwithstanding an unforeseen or pending administrative matter. Any comments
or issues supporting an overall "Not Met" must be documented by the supervisor.

Employees may appeal “Not Met” ratings on their performance evaluations.

O. City employees who are on duty and are, either witnesses, charging parties, appellants
or grievants may attend grievance, Civil Service, Phoenix Employment Relations Board
(P.E.R.B.) and Accident/Collision Review Board hearings and/or meetings on city time

provided 1) it is for their particular case which is either scheduled or on the public
meeting agenda for that date and time and 2) Once a witness testimony has been
concluded, or if a grievant, charging party or appellant once that agenda item has been
completed of if the grievance meeting concluded, unless they have made other
arrangements in advance with their immediate supervisor’s approval, they will promptly
return to work. Management reserves the right to restrict the number of witnesses who
can be off of the job at any one time but will cooperate in rotating witnesses from the
workplace so as to minimize the impact to operations and service to the public. For
group grievances, the group will be allowed to select no more than two non-witness
members of the group to attend the proceeding. These do not have to be the same
group members for each step or meeting of the entire proceeding. As a matter of
courtesy, employees will give management as much notice as possible.

P. Rights and Disciplinary Matters (Police Department)

1. Unit members of the Police Department have the right to appear before the
Departmental Disciplinary Review Board when disciplinary matters are brought
before the Board involving the unit member which may lead to demotion, suspension
or discharge.

a) The purpose of such appearance is to give the unit member an opportunity to
respond to the assertions made against him.

b) The Department shall notify the unit member 10 calendar days prior to such
opportunity to respond to the Board. The notification shall contain the date, time,
violation(s) and basis of each violation that has been partially or wholly sustained.
In addition, the unit member, if he chooses, may meet with his immediate
supervisor along with his second level supervisor, or the unit member’s
bureau/precinct commander for the purpose of discussing the basis of each
violation to be reviewed by the DRB. If the immediate supervisor conducted the
investigation, the unit member, if he chooses, may meet with the next supervisor
in his chain of command.

Such request shall be made in writing to the unit member’s immediate supervisor.
Also, the unit member, if he chooses, may be accompanied by a unit
representative at either meeting.

At the pre-DRB meeting, the unit member shall be afforded a reasonable
opportunity to review the written investigation.

Realizing that in some cases there may be information that would be detrimental
to the department’s ability to conduct misconduct investigations, that information
may be deleted. However, all other information will be available for review.

The unit members under investigation may request an edited copy of the DRB
packet at no cost to the unit member. The City has 7 calendar days from the date
of request to provide above-mentioned packet. If this information is provided to
the unit member, there shall be no pre-DRB meeting.


The unit member may, at his discretion, appear before the Board with a unit
representative of his choosing, and may state his reasons why the proposed
action is unjustified.

The unit member may submit relevant written matter in support of his position.

2. Any unit member under investigation by Professional Standards or a Police
Department Supervisor for a disciplinary matter, and who is interviewed or
interrogated shall be given a written notice of investigation (Form 80-58DB) informing
him of the nature of the investigation and his status in the investigation. In addition,
the unit member and/or the Police Department supervisor/internal affairs
representative may mechanically record such interview/interrogation. Should any
mechanical recordings take place, the department reserves the right to transcribe
any such interview/interrogation for the purpose of verifying the accuracy of the
interview/interrogation and, if requested, the unit member shall sign the transcription
if it is accurate.

The unit member may request a copy of the above recording. In order to receive this
copy, the unit member may be asked to provide Professional Standards with a
current appropriate medium to record the copy. The unit member shall not receive
additional pay for picking up or dropping off this recording.

The employee shall be given the above-mentioned written notice of investigation at
the onset of the misconduct interview and prior to the employee being requested to
prepare a written statement. If the employee is requested to prepare a written
statement, the employee may request 1 hour to contact his Union representative
prior to making the written statement. When a unit member is given a written notice
of investigation (Form 80-58DB), other than the investigating supervisor/s, the only
persons the unit member may speak to concerning the investigation are their
attorney, minister, unit representative, or spouse not involved in the investigation.
When the investigation is completed, the accused employee will be notified in writing
of the findings.

A Professional Standards Bureau investigator will make available for review by the
unit member and the representative any video, audio, or photographs that are being
used as the basis for an allegation of misconduct. The investigator will not
intentionally misrepresent any fact or material issue to the unit member.

3. Unit members have the right to representation in dealings with the City concerning
grievances and investigatory interviews with a Police Department supervisor in a
disciplinary matter which may lead to suspension, demotion or termination. The
representative must be a bargaining unit member. The bargaining unit representative
will be the most readily available unit representative. The employee will be allowed
to seek advice and counsel from their representative during caucus and prior to,
during, and after the interview. Prior to the conclusion of the meeting, the member,
or representative on behalf of the employee, will have the opportunity to make a
closing statement. If a unit member is called to an investigatory interview with a
Police Department supervisor for a disciplinary matter which may lead to a Written
Reprimand, the conversation shall be mechanically recorded by the supervisor and,

if requested, the unit member shall receive a copy of the recording. Further, if
personally requested by the unit member, representation will be allowed during a
Professional Standards investigatory interview/interrogation concerning allegations
focused on the unit member which may result in disciplinary action against him for
violation(s) of the City or department work rules and regulations. The representative
must be a bargaining unit member. The representative will be the most readily
available unit representative. The employee will be allowed to seek advice and
counsel from their representative during caucus and after conclusion of the interview.
Prior to the conclusion of the meeting, the member, or representative on behalf of
the employee, will have the opportunity to make a closing statement.

The Union representative may assist and consult with the employee, attempt to
clarify the facts or questions asked, and suggest other employees or witnesses who
may have knowledge of the underlying issues. The Union representative may not
turn the meeting into an adversarial proceeding, unduly disrupt the interview,
interfere with the objective of the examination, or compromise the integrity of the
interview. The Union representative may not interrupt the employee’s response to a
question or prevent the employee from responding to a question. The Union
representative also may not behave in a violent, verbally abusive, insulting, or
demeaning manner toward the interviewer.

During the interview, the interviewer may insist that he is only interested in hearing
the employee’s own account of the matter under investigation at that time. The
interviewer may not prohibit the Union representative from engaging in meaningful
representation, including assisting and consulting with the employee.

If a supervisory counseling is to be used in any disciplinary or personnel action or
any performance rating, the employee will be given the Supervisory Counseling in
memo form, that identifies the behavior requiring improvement, the reason for the
improvement, and the consequences of continuing the unacceptable behavior. The
memo will contain a line for the employee's signature and above the line the
statement, the employee shall date and sign the supervisory counseling, not as an
indication of agreement, but solely as evidence of being advised of its existence," will
be included. The employee shall date and sign the supervisory counseling, not as
an indication of agreement, but solely as evidence of being advised of its existence.
The employee will receive a copy of the memo.

Only paperwork pertaining to any completed N.O.I. Investigation resolved as
sustained will be kept in an employee's file.

Attendance at the Police Department Disciplinary Review Board (DRB) is optional.
An employee may attend or not attend; it is his or her individual choice. If an
employee declines to appear before the DRB, comments made during deliberations
of the Board will not be presented to the Civil Service Board and the fact that the
employee did not appear before the DRB will not be held against the employee. The
employee may, at his or her discretion, appear before the Board with a representative
of his or her choosing and may state his or her reasons why the proposed action is
unjustified. The employee and his or her representative may passively observe all
presentations made to the Board and all responses made to questions by Board

members. The employee and non-board members will be excluded from the room
during Board deliberations. In addition, a representative from Labor Relations will
be present as a passive observer at the DRB at the union's request.

If a Polygraph examination is required of a unit member, a unit representative may
monitor the audio/video-taped examination from the monitoring room.

Q. Crime Scene Specialists, Detention Officers, Police Communications Staff and Police
Assistants assigned to Enforcement positions in the Police Department shall be
permitted to work out on their "Code 7" at Police Department facilities.

Unit employees who work out on their "Code 7":
Are required to remain in workpants/boots.
Must adhere to Operations Order 4.1 (Meals and Breaks);
Must submit a workout memo through the Chain of Command to the Department Fitness
Coordinator;
Must adhere to Operations Order 3.7 (Industrial Injuries);
Must limit their activity to Strength Training/Cardio Training;
May not work out on their "Code 7" during overtime shifts; and,
May not work out during the last 2 hours of their duty shift, unless approved by their
supervisor.
Program viability will be reviewed annually by the Police Chief and the program may be
cancelled at that time.

R. When the City determines that an employee has been overpaid, it shall notify the
Employee of this and the reason in writing. The City shall arrange to recover such
overpayment from the Employee over the same period unless the total amount is
less than $250, at which the entire amount may be recovered in one lump sum
unless other arrangements have been made between the parties. (For Example,
an employee who has been overpaid by $5.00 per pay period for six months shall
refund the City at the rate of $5.00 per pay period over six months.) The employee
has up to 14 calendar days to notify the City if they want to pursue reasonable
alternative repayment arrangements. If the City does not receive notice from the
Employee within 14 calendar days, the City shall recover the overpayment in the
manner as set forth above.

If the total amount is not repaid by the time of Employee's separation from
employment, the unpaid balance shall become due and payable immediately. The
City reserves the right to deduct the unpaid balance from any final payments of
salary, vacation, or other benefit due to Employee under any City ordinance or
Memorandum of Understanding.


Section 1-5: Prohibition of Strike and Lockouts

A. The Union pledges to maintain unimpaired municipal services as directed by the City
and neither the Union nor any of its agents will authorize, institute, engage in a
slowdown, work stoppage, or strike against the City. During the term of this


Memorandum, neither the City nor its agents shall authorize, institute, aid or promote
any lockout of unit members covered by this Memorandum.

B. The provisions of Section 2(17) and Section 13 of the Meet and Confer Ordinance are
expressly incorporated herein.


Section 1-6: New Positions and Classifications
A. The City shall give written notice to the Union 30 days in advance of a position being
reallocated or reclassified such that the position is removed from the unit.

The parties agree to consult on the inclusion or exclusion of new classification(s) in the
bargaining unit and may thereafter refer any such matter, jointly or individually, to the
Phoenix Employment Relations Board (PERB) for appropriate action.

The City shall give notice to the Union within 10 working days whenever a classification
or compensation study is undertaken that includes active positions belonging to the
Union. The City shall notify the affected Union of the results and recommendations
resulting from any study 30 calendar days prior to that study being presented to the
Human Resources Committee. It should be noted that there is no guarantee, either
expressed or implied that changes to a classification or its grade and salary range will
result from a study.

The Union may submit a prioritized written request of classifications specific to the unit
that they wish to have studied. All written requests shall include a full explanation of why
the classification should be studied. This explanation shall indicate whether the Union is
requesting a full classification study (including job levels and job architecture) or if the
request is limited to a compensation review to assess market competitiveness and grade
and salary levels. At least two requests by the Union shall be started by the Human
Resources Department in order of their ranking per contract year.

The Human Resources Department shall provide the Union with an opportunity to meet
with the person conducting the study prior to preparation of any report or
recommendations.

The Human Resources Class & Comp Division will meet monthly with Unit 3 leadership
to discuss issues related to classifications brought forward as a result of the 2023
citywide classification and compensation study.

The Human Resources Class & Comp Division shall be available to meet monthly
with Unit 3 leadership during the term of the contract to discuss issues related to
classifications and grade allocations. Upon mutual agreement, the parties can
agree to cancel a meeting.

B. The City will schedule a meeting with the Union, with a minimum of seven calendar days’
notice, to discuss management recommendations for contracting of work presently
being performed by unit members which would directly result in a reduction in the
number of regular unit positions during the term of this agreement. The meeting will

occur prior to any final recommendation to the City Council. Failure by the City to meet
with the Union under this Article may be subject to the Grievance Procedure (Article 2,
Section 2-1) of this MOU. The management recommendation, and final decision thereon
by the City, shall not be subject to the Grievance Procedure (Article 2, Section 2-1) of
this MOU. The City shall endeavor to meet with the Union at least 30 days prior to
elimination of any Unit 3 positions. Notice in writing shall be given to the Union prior to
the City doing RFP if it involves Unit 3 employees.

The parties agree that they will continue to work together in a mutual effort to address
the concern of the erosion of the bargaining unit. As a pilot program for 2024 and 2025,
the Division of Labor Relations will meet with the unit on a periodic basis, but not less
than twice per year, to discuss any concerns.



ARTICLE 2: Grievance/Arbitration/Labor Management

Section 2-1: Grievance Procedure

It is understood by the parties that the benefits granted by this Article shall not be interpreted
or applied as requiring the employer to count as time worked, any hours or fractions of hours
spent outside the employee's work shift in pursuit of benefits provided by this Article. The
employer shall count as time worked any hours or fractions of hours spent within the
employee's regular work shift in pursuit of benefits provided by this Article.

A. Informal Resolution

1. As a matter of good labor-management relations a unit member who believes that
they have a bona fide grievance must discuss and attempt to resolve it with his
immediate non-unit supervisor.

2. If such informal discussion does not resolve the problem to the unit member's
satisfaction, the unit member may file a formal grievance in accordance with the
following procedure:

B. Definition of Grievance

1. A "grievance" is a written allegation by a unit member, submitted as herein specified,
claiming violation(s) of the specific express terms of this Memorandum for which
there is no Civil Service or other specific method of review provided by State or City
law.

2. The City continues to retain the format used for grievances, including forms,
technology, etc.

3. A grievance which does not meet the requirements set forth in this Article shall be
null and void and will not be processed in accordance with this procedure.


C. Procedure

In processing a formal grievance, the following procedure shall apply:

A grievance must be reduced to writing, citing the specific Article and Section of this
Memorandum alleged to have been violated.

Step 1

The unit member shall reduce the grievance to writing by signing and completing the
grievance form provided by the City, and submit it to the second line supervisor
designated by the City or City designee within 14 calendar days of the initial
commencement of the occurrence being grieved or when the employee had reasonable
cause to become aware of such occurrence. Either party may then request that a
meeting be held concerning the grievance or they may mutually agree that no meeting
be held.

The second line supervisor shall, within 14 calendar days of having received the written
grievance or such meeting, whichever is later, submit a response thereto in writing to
the Grievant and the Grievant’s representative if any. The time period for an appeal
begins when an email is sent to the Grievant's representative. (Grievance responses
may be emailed. Email to officestaff@afscme2960.org or local’s current email approved
by Local President. It is recommended that the fax is sent when the copy is given to
employee). The parties by written mutual agreement may skip from Step 1 directly to
Step 2 of the grievance procedure.

Step 2

If the written response of the Step 1 does not result in resolution of the grievance, the
Grievant may appeal the grievance by signing and completing the City form and
presenting it to the second level of review (Department Director designated by the City)
within 14 calendar days of the Grievant’s receipt of the Step 1 response.

Either party may request that a meeting be held concerning the grievance or may
mutually agree that no meeting be held. Within 14 calendar days of having received the
written grievance or the meeting, whichever is later, the second level of review shall
submit a response to the grievance to the Grievant and the Grievant’s representative, if
any. The time period for an appeal begins when an email is sent to the Grievant's
representative. (Grievance responses may be emailed. Email to
officestaff@afscme2960.org or local’s current email approved by Local President.). The
parties by written mutual agreement may skip from Step 2 directly to Step 3 of the
grievance procedure.

Step 2.5

After the Step 2 response, but prior to review by the Grievance Committee, the parties
involved may mutually agree to submit the grievance to Labor Relations. The grievance,
as originally written and Step 1 and Step 2 responses, must be submitted to Labor

Relations within 14 calendar days of receipt of the Step 2 response. Labor Relations
shall, within 14 calendar days of the receipt of the grievance, meet with the department
head, or designee, and the Grievant and the Grievant’s representative, if any, in an
attempt to resolve the grievance. Labor Relations shall then submit a written response
to all parties within 14 calendar days of the meeting.

Step 3

1. If the written response of the Step 2 (or 2.5 if applicable) does not result in resolution
of the grievance, the Grievant and the Union may, within 14 calendar days of having
received the Step 2 response, appeal the grievance by signing and completing the
City form and presenting it to Labor Relations. The time period for an appeal begins
when an email is sent to the Grievant's representative. (Grievance responses may
be emailed. Email to officestaff@afscme2960.org or local’s current email approved
by Local President). A Grievance Committee hearing will be scheduled at which the
Grievant shall be afforded the opportunity to fully present his position.

The Grievance Committee will consist of:

Chairman: A City of Phoenix Department Director or a member of the City
Manager’s Executive Staff or a retired City Manager’s Executive Staff (at no cost)
as selected jointly by the Labor Relations Administrator and the Union President.

Member: A mutually agreed upon neutral member.

Member: The President or the President's designee.

No selected Department Director or Executive Staff member will serve as a
committee member when the grievance involves his/her assigned department. Staff
support to the Committee during the hearing will be provided by Human Resources
Department staff.

Before each Grievance Committee, the Labor Relations Administrator and the Union
President will either mutually agree upon one of the names, or the parties will take
turns striking names and the final name will be selected. Labor Relations staff will
then schedule the Grievance Committee meeting.

Labor Relations shall, within 10 calendar days of receipt of the appeal, schedule a
Grievance Committee hearing regarding the grievance at which the Grievant shall
be afforded the opportunity to fully present his position and to be represented. A
Grievance Committee meeting shall be held within 60 calendar days of receipt of the
appeal which may be extended upon mutual agreement. The Grievance Committee
shall, within 10 calendar days of the conclusion of the hearing, make advisory
recommendation on the grievance and submit it to the City Manager for final
determination for those employees who have elected to use this procedure instead
of arbitration.




The Grievance Committee shall submit findings and advisory recommendation(s) to
the City Manager. The City Manager shall make the final determination of the
grievance and submit it in writing to the Grievant and his designated representative.

2. In lieu of such hearing, the Grievant and the Union may jointly invoke the following
procedure by submitting written notice to the Labor Relations Division within 14
calendar days of having received the Step II response. If the Grievant and the Union
so elects in writing within the above time limit, in lieu of such Grievance Committee
hearing, the grievance may be reviewed by an arbitrator.

The parties, or their designated representatives, shall agree on an arbitrator, and if
they are unable to agree on an arbitrator within a reasonable time, either party may
request the Federal Mediation and Conciliation Service to submit to them a list of 7
arbitrators who have had experience in the public sector. The parties shall, within
10 calendar days of the receipt of said list, select the arbitrator by alternately striking
names from said list until one name remains. Such person shall then become the
arbitrator. The arbitrator so selected shall hold a hearing as expeditiously as possible
at a time and place convenient to the parties, and shall be bound by the following:

a) The arbitrator shall neither add to, detract from nor modify the language of the
Memorandum or of departmental rules and regulations in considering any issue
properly before him/her.

b) The arbitrator shall expressly confine him/herself to the precise issues submitted
to him/her and shall have no authority to consider any other issue not so
submitted to him/her.

c) The arbitrator shall be bound by applicable State and City Law.

The arbitrator shall submit findings and advisory recommendations to the Grievant
and the City Manager, or their designated representatives. The cost of the arbitrator
and any other mutually incurred costs shall be borne equally by the parties. The City
Manager shall make the final determination of the grievance and submit it in writing
to the Grievant and his designated representative.

D. Union Grievance

The Union may, in its own name, file a grievance that alleges violation by the City of the
rights accorded to the Union or unit employee by the specific terms of this Memorandum.
The Union shall file such grievance at Step 3 of the Procedure.

E. Group Grievance

When more than one unit member claims the same violation of the same rights allegedly
accorded by this Memorandum, and such claims arise at substantially the same time
and out of the same circumstances, a single group grievance may be filed in the name
of all such members. Such group grievances shall be filed at the Step of this Procedure
which provides the lowest level of common supervision having authority over all named


Grievant’s. Each unit member that is a party Grievant must be named and must sign
such group grievance.

F. Time Limits

If the City fails to answer a grievance within the time limits specified in Section 2-1 C, it
shall be deemed to have been denied and may be appealed to the next step under the
Article. If the Grievant or the Union fail to comply with said time limits, the grievance
shall be deemed to have been withdrawn without prejudice. The parties may extend
time limits by mutual written agreement in advance.

G. Notice to Union of Grievance Resolution

The City will put the Union on notice of proposed final resolutions of grievances where
the Union has not been designated as the Grievant’s representative for the purpose of
allowing the Union to ascertain that a final resolution will not be contrary to the terms of
this Memorandum.

The City will ensure that a copy of every M.O.U. grievance filed by a unit member,
including the response from management, is forwarded to the Union at each step of the
process.

H. The City will not discriminate or retaliate against employees because of their exercise of
rights granted by this Article.

I. Regular full-time and regular part-time employees are covered by this grievance
procedure.

J. Employer grievances, should they occur as a result of Official Union activities or actions,
including the failure to act as required under this agreement, will be presented directly
to the Union president or any officer of the Union within 14 calendar days of the
occurrence prompting the grievance. The President, or designee, shall in each case
provide a written answer within 14 calendar days from receipt of the grievance.
Unresolved employer grievances may be submitted to arbitration pursuant to Step 3
herein, provided that the employer shall bear the costs of the services of the arbitrator.

K. Municipal Court

It is understood concerning the administration of this grievance procedure in the
Municipal Court, specifically Steps 2 and 3 that the designated "Department Head" is
the Executive Court Administrator, and the "City Manager's Office" or "City Manager"
shall mean the Presiding Judge, or his designee as provided in the procedure.

L. The City will be responsible for notifying the Grievant of any grievance meeting by work
and personal email (if available in eCHRIS), to include date, time, and place of any
grievance committee hearing. A copy will be sent to the Union by email to
officestaff@afscme2960.org. If a City representative or if the Grievant does not appear
at the Grievance Committee hearing, the party not appearing shall lose the grievance.


M. Arbitration

1. Independent Arbitrator:

Any unit member who is a classified employee having completed the prescribed
probationary period who has received a disciplinary demotion, suspension, or
discharge, and has a right to appeal that disciplinary action pursuant to the Personnel
Rules, may under the provisions of this article request the Civil Service Board appoint
as a hearing officer an independent arbitrator selected pursuant to the procedures
described in Section 3 below.

2. Appeal:

The Union, on behalf of the member, may request the selection of an independent
arbitrator as the hearing officer for a Civil Service Board appeal of a disciplinary
action. Such request must be made within 14 calendar days after the date of service
of notice of the order of suspension, demotion, or dismissal on him personally, or 21
calendar days from the date of mailing by certified mail the notice of the order of
suspension, demotion or dismissal. The request must be in writing and must state
specific allegations in the discipline notice with which the employee disagrees. The
request must be personally delivered to the Board or deposited in the United States
mail, certified return receipt requested, postage prepaid, addressed to the office of
the Civil Service Board, within the above-stated time.

The Union on behalf of the employee will also immediately thereafter file copies
thereof with the complainant department head and the City Attorney. At the time the
Union files the request for hearing, it shall set forth whether the hearing will be public
or private.

3. Selection of Arbitrator:

Once an independent arbitrator is requested for a hearing, the Labor Relations
Administrator or his designated representative on behalf of the City and the Union
president or his designated representative on behalf of the member will agree on an
independent arbitrator within 10 calendar days after approval and appointment by
the Board of the appeal request. If an agreement on an independent arbitrator
cannot be reached within said 10 calendar days, either party may request that the
Federal Mediation and Conciliation Service (FMCS) or the American Arbitration
Association (AAA) provide a list with the names of 7 arbitrators with public sector
experience. In requesting such lists, the parties will stipulate that arbitrators should
be from within Arizona.

The parties will, within 7 calendar days of the receipt of the list, select the arbitrator
by striking names alternately until one name remains. The remaining name will be
designated as the independent arbitrator appointed by the Civil Service Board as the
hearing officer for the appeal. The parties will jointly communicate with the chosen
arbitrator to advise him of the appointment.



In the event that the chosen arbitrator is unable to accept the appointment as hearing
officer, the parties will either select another independent arbitrator from a new list in
the same manner as described above, or if mutually agreeable select another
arbitrator from the original list. The independent arbitrator chosen will be designated
as the hearing officer appointed by the Civil Service Board for the appeal.

4. Time for Hearing:

When possible, the hearing date will be set within 30 calendar days from the request.
Delays may be granted by mutual agreement of the parties. However, any such
delay occurring at the request of the Union, will automatically be excluded from any
calculations of back pay to the employees, if any, as determined by the Civil Service
Board.

5. Hearing Procedures:

The hearing procedures will be the same as the procedures set forth in Rule 22d,
Personnel Rules of the City of Phoenix. In the conduct of the hearing, the hearing
officer will not be bound by the technical rules of evidence, nor will informality in any
of the proceedings or in the manner of taking testimony invalidate any order,
decision, rule or regulation made or approved by the Civil Service Board.

6. Witnesses:

An employee appellant, or an employee subpoenaed as a witness, will be granted a
leave of absence from his/her regularly assigned duties during his/her regularly
assigned work hours without loss of pay for the time.

At the request of either party, the arbitrator will order that any witness who will testify
during the hearing be excluded from the hearing room until such time as they testify.
The City and the Union may exclude from the operation of this provision one
representative each of the City and the local Union.

7. Proposed Findings: Objections to Report:

Either party may file with the hearing officer written proposed findings of fact and
conclusions within 7 calendar days of the conclusion of the hearing. A copy of such
proposed findings and conclusions will be served on the other party at the same time
as filing with the hearing officer.

No later than 2 calendar days before the Civil Service Board meeting where the
appeal has been scheduled for hearing either party may file with the Civil Service
Board written objections to the hearing officer’s report. A copy of such objections will
be served on the other party at the same time as filing with the Civil Service Board.
No post-hearing evidence will be submitted.

8. Requirements:



The independent arbitrator selected by the parties pursuant to this article will be
bound by the following:

The independent arbitrator will neither add to, detract from, nor modify the language
of this Memorandum of Understanding.

The independent arbitrator will be expressly confined to the precise issues submitted
and will have no authority to consider any other issue.

The independent arbitrator will be bound by applicable Federal, State, and City laws.

9. Report:

Within 2 weeks of the conclusion of the hearing, the hearing officer/arbitrator will
forward all records and his report containing a statement of the findings of fact,
conclusions, and recommendations concerning the appeal to the Civil Service Board
and send a copy of the report to the parties. The hearing officer/arbitrator may
recommend to the Civil Service Board, the discipline be upheld or modified, or
rescinded pursuant to Personnel Rule 22 (e).

10. Costs:

The cost of the independent arbitrator and other costs related to obtaining said
arbitrator will be borne equally by the parties. Each party will be responsible for its
own costs incurred in the hearing process, including but not limited to costs for legal
services, service of subpoenas, and expert witnesses.

11. Civil Service Board:

It is expressly understood that this article will not impinge on the powers and duties
of the Civil Service Board as provided for in Section 3 of Chapter XXV, Phoenix City
Charter and Rule 22, Personnel Rules of the City of Phoenix.

12. Representation:

The parties agree that for the purpose of this article, the City will be represented by
the Labor Relations Administrator for the City of Phoenix or his designee and the
member will be represented by the President of AFSCME Local 2960 or his
designee.

When the Union is designated by a unit member as their representative for
mutually scheduled grievance meetings, Civil Service hearings or hearings
associated with the administration of the MOU, up to two (2) representatives
may attend such meetings or hearings for the purpose of observation and
training. Requests for the additional representative to be in attendance for
observation and training must be made in advance. Approval is subject to
operational needs and will not be arbitrarily withheld.



Section 2-2: Labor-Management Committee
It is understood by the parties that the benefits granted by this Article shall not be interpreted
or applied as requiring the employer to count as time worked, any hours or fractions of hours
spent outside the employee's work shift in pursuit of benefits provided by this Article. The
employer shall count as time worked any hours or fractions of hours spent within the
employee's regular work shift in pursuit of benefits provided by this Article.

There shall be a Labor-Management Committee consisting of representatives of the Union
and representatives of the City. The purpose of the Committee is to facilitate improved
labor-management relationships by providing an informal forum for the free discussion of
mutual concerns and to attempt to resolve problems brought to its attention. If requested
by one of the parties FMCS or a mediator will be invited to attend.

Topics for discussion may be established and agreed to in good faith by both parties at the
beginning of each contract year and throughout the contract period.

Unit 3 will be involved in a RBO/Labor-Management Process in the Fire Department. The
Committee shall meet monthly or at other mutually scheduled times. For Fire Department
Sections in which Unit 3 members are the majority of employees (i.e., Dispatch &
Deployment, Fire Prevention), those Sections shall establish a Fire Department Labor
Management Committee consisting of the Section Head and Union Stewards within that
Section. The purpose of this Fire Department Labor Management committee is to enhance
service delivery models and address public safety employee-related issues. The Fire
Department Labor Management process is done through the facilitation and open
discussion of mutual concerns and problems which may include: implementation of major
department programs and/or substantial modifications of existing major programs that have
a significant impact on service delivery or work schedules. The Fire Department Labor
Management Committee shall meet at least annually at mutually scheduled times, and at
other mutually agreed upon times as necessary. Representatives of the Union on the
Committee shall not lose pay or benefits for meetings mutually scheduled during their duty
time.

The parties will have monthly discussions on new city and departmental policies,
procedures, Personnel rules, etc.

The members shall, upon request for a meeting, provide the Chairman with proposed
agenda items and the Chairman shall provide the members with the meeting agenda in
advance of the meeting.

Based upon mutually agreed upon frequency, departments and the City will schedule
regular Labor Management meetings with union leadership to ensure productive
communications on items such as: department policy changes; the outsourcing of services
currently performed by unit members which could directly result in a reduction in the number
of permanent Unit positions (“contracting out”); and Union participation on City Selection
processes.

Any signed/dated written Labor/Management agreements with the signatures of the parties
and the Chairman will be binding on the parties for the remaining term of the MOU.

Representatives of the Union on the Committee who are employees shall not lose pay or
benefits for meetings mutually scheduled during their duty time up to a maximum of 4 hours
per employee per meeting.

There shall be a Labor Management Committee established during the 2026-28 MOU
to discuss the implementation of a citywide labor management system for
payroll/time and attendance related functions and the potential impact on employees.


Section 2-3: Health and Safety Committee
It is understood by the parties that the benefits granted by this Article shall not be interpreted
or applied as requiring the employer to count as time worked, any hours or fractions of hours
spent outside the employee's work shift in pursuit of benefits provided by this Article. The
employer shall count as time worked any hours or fractions of hours spent within the
employee's regular work shift in pursuit of benefits provided by this Article.

The City will continue to undertake all reasonable efforts to provide for employee health and
safety in accordance with the State's Occupational Safety and Health law. Supervisors and
employees are committed to working together to ensure a healthy and safe work
environment.

A Unit employee may file, without fear of discipline, retaliation or discrimination, a grievance
when in his best judgment; the City has failed to comply with specific safety and health
standards promulgated by local, state and federal regulations. The City will continue its
practice of providing personal protective safety equipment to employees to protect them
from recognized safety and health hazards.

In order to facilitate this policy, a joint committee entitled, "Health and Safety Committee"
shall be established. This Committee shall be composed of 2 unit members appointed by
the Union and 2 City representatives as designated by the City Manager. The chairpersons
shall rotate among the members.

The Committee shall meet quarterly at mutually scheduled times to consider on-the-job
safety matters referred to it by the existing departmental safety committees and safety
officers, or otherwise coming to its attention, and shall advise Department Heads and the
City Manager concerning on-the-job safety and health matters.

All written recommendations of the Committee shall be submitted to the Department Head
concerned and to the City Manager.

In the discharge of its function, the Committee shall be guided by the applicable regulations
of the State's OSHA agency, and the City's existing practices and rules relating to safety
and health, and formulate suggested changes.

The Union may review and suggest improvements to existing City building evacuation plans
and the City Safety Program.


Employee members of the Committee shall not lose pay or benefits for meetings mutually
scheduled during their duty time up to a maximum of 4 hours per employee per meeting.


ARTICLE 3: Compensation/Wages
Various sections of this MOU contain a form of compensation, wages, or benefits that have
been negotiated in good faith and may or may not provide a direct payment of wages or
other benefit to each member. Those forms of compensation, wages, or benefits that do
not provide a direct payment to each unit member have been negotiated in place of a direct
payment and costed as part of the overall economic package. Examples include: life
insurance, long term disability insurance, leave payouts, etc.


Section 3-1: Wages
A. In year one of this agreement, Unit 3 employees will receive:
• A 2.0% base wage increase, effective the first full pay period in July 2026.
• A non-continuous payment of $500 for each full-time unit employee and $250
for each part-time unit employee to be paid out on the first full pay period in
July 2026.
• A non-continuous payment of $630 for each full-time unit employee and $251
for each part-time unit employee to be paid out on the first full pay period in
August 2026.

A. In year two of this agreement, Unit 3 employees will receive:
• A 0.50% base wage increase, effective the first full pay period in July 2027.
• A non-continuous payment of $980 for each full-time unit employee and $390
for each part-time unit employee to be paid on the first full pay period in August
2027.

C. During each year of this agreement, all unit employees who are eligible for merit
increases will be advanced one step in the pay grade in accordance with the
provisions of the Pay Ordinance.

D. It is understood that for implementation purposes, the practice of rounding of fractional
cents shall be done in accordance with accepted mathematical and accounting
principles.

E. Notwithstanding the rates of pay set forth in any appendix or attachment to the
agreement for reference, the term "pay schedule" shall mean the schedule computed
and published by the Human Resources Department for payroll purposes pursuant to
Council action in the pay and compensation ordinance.

F. Productivity Enhancement Pay

In recognition of dedicated service and overall performance, the City agrees to
implement the following Productivity pay formula for unit members:

1. Pay Benefits
Unit members who have completed at least six years (6) but no more than up to
19 years of continuous full time service and who meet the additional qualifications
specified in this section shall qualify for $100, prorated and included each pay
period in the qualifying unit employee’s regular paycheck, for the completion of
each year of continuous full time service in excess of 5 years, up to an annual
maximum of $2,800 at the completion of 19 years of continuous full time service.

Unit employees who have completed 20 years or more of continuous full-time
service and who meet the additional qualifications specified in this section shall
qualify for $125, prorated and included each pay period in the qualifying unit
employee’s regular paycheck, for the completion of each year of continuous full
time service in excess of five years, up to an annual maximum of $6,000 at the
completion of 29 years of continuous full time service.

2. Qualifications:

a) An employee must have completed at least one year of continuous full-time
service at the top step in his pay range. Qualifications for Productivity
Enhancement pay are made in the base class and will not be affected by
movement into or out of assignment positions. Productivity Enhancement pay
will not be affected by movements to positions within the same pay range.

When a position is reclassified to a higher classification, or when a classification
is assigned to a higher pay range, incumbents who are receiving Productivity
Enhancement pay shall be moved to that step of the new range which
corresponds the closest to their combined base pay and previous Productivity
Enhancement pay amount (incumbent’s annualized payment, and which does not
result in a decrease from that amount. The placement in the new range will be
limited to the maximum step in the range. If the reclassification or pay range
change only results in a maximum possible one-range increase, and the
incumbent is receiving Productivity Enhancement pay, the employee will be
moved to the top step and continue to be eligible for Productivity Enhancement
pay.

b) An employee must have completed 6 years of continuous full-time service.

c) An employee must have achieved the overall performance rating of “Met” on his
latest performance evaluation on file.

d) An employee must be on full time active status. Employees on industrial leave
shall qualify for this payment for only the first year of the industrial leave.
However, the entire period of industrial leave shall qualify as continuous service
when the employee returns to active employment.

e) For those employees who are otherwise eligible for Productivity Enhancement
pay, an employee who receives a below “meets standards” evaluation shall

receive another evaluation within 90 days to 120 days, and if that evaluation is
“meets standards” or better, he will be eligible to receive the next scheduled
Productivity Enhancement payment.

3. Terms of Payment:

a) Unit employees are eligible to receive Productivity Enhancement Pay, and
any subsequent increases, beginning with the pay period following the date
on which all eligibility is met.

G. Linguistic Pay

This provision is written to provide guidelines for paying Unit 3 members who are
authorized, certified, and required by management to utilize a language other than
English to conduct official City business.

1. Pay Benefits:

A unit member who meets the linguistic skills qualification as determined by a
management review panel and becomes certified shall be paid a premium of $75 per
month.

H. Unit 3 employees who receive an overall “Met” on their performance evaluation and are
eligible for merit shall receive it in accordance with the pay plan.

I. The Union President may bring recommendations for Special Merit Increases to a
Department Head for consideration on behalf of unit employees.

J. During the term of this MOU the City will provide an annual budget presentation to the
AFSCME Local 2960 Board. This presentation will be scheduled within 30 days of the
final budget being presented to Council.


Section 3-2: Overtime

A. Overtime is defined as time assigned and worked beyond the regularly scheduled work
week or daily work shift; it being understood that overtime for all unit members who
normally work a daily work shift of 8 consecutive hours, including a paid meal period on
the job, is defined as time assigned and worked in excess of 40 hours in a 7 day work
period or 8 hours per daily shift including paid meal breaks.

Overtime for unit members assigned to a 4/10 work week schedule is defined as time
assigned and worked beyond the regularly scheduled 10 hours per shift or 40 hours per
week.

There shall be a minimum of 12 hours off between shifts for unit members working a
4/10 and 5/8 schedules. If this is not possible, the employee shall receive overtime
compensation at their regular rate of pay for each full hour, or fraction of hour, worked
within the described 12 hour period for a 4/10 or 5/8 schedule.

This language only applies to employees who work 2 full shifts. A shift holdover is
considered a continuation of the regular shift. Employees cannot receive overtime
compensation and 12-hour rule for the same hours worked (i.e., no pyramiding). If an
employee works less than a full shift either before or after his/her regular shift, the 12
hour rule does not apply.

B. Duly authorized paid leave time shall be considered as time worked for the purposes of
calculating premium overtime pay during the regularly scheduled work week (but not
daily workshift).

C. Overtime work shall be compensated at 1 ½ times the regular rate, or compensatory
time at 1 ½ times up to a maximum accumulation of 300 hours of compensatory time,
exclusive of any premium or bonus pay. Authorized overtime hours worked in excess
of 300 hours shall be paid in cash. There shall be no compounding or pyramiding of
overtime pay with regular or premium pay.

Requests for use of compensatory time shall be subject to approval of supervision based
upon operational and scheduling factors. Guidelines for administration of compensatory
time or cash payment of overtime are contained in this Memorandum of Understanding
in Attachment "B."

A unit member may convert accumulated compensatory time credits to cash, up to a
maximum of 120 hours in no more than two, 60 hour increments, by notifying the
Department payroll staff in writing of such intent no later than November 1 (payment will
be made on or before December 15) and no later than July 31 (payment will be made
on or before August 31).

D. Call-Out Pay

An employee shall have a minimum of 3 hours pay at overtime rates when called out for
work after leaving City facilities at a time other than his regularly assigned shift, or when
he is called out for overtime work while on stand-by pay.

Overtime for this call-out shall begin when employees report to the place where they are
instructed to report and shall terminate 45 minutes after being relieved from duty. This
45 minutes travel time shall be included in the minimum guarantee and shall be paid
only if the total work and allowed travel time exceed the minimum. Where employees
are assigned take-home transportation, they will not be allowed the 45 minutes travel
time. Travel time shall not apply when the employee is working on overtime which was
planned in advance. An employee requested to report early, before the normal starting
time of the shift, shall not be eligible for travel time, but would qualify for overtime for the
extra hours.

Provisions of this section shall be interpreted in a manner which complies with the Fair
Labor Standards Act.




At times when employees are required to work scheduled overtime, they will receive a
minimum of three hours, at 1 1/2, providing said overtime is not immediately preceding
or following his regular work hours.

Remote Access Support
Employees called to perform work by remote access, such as VPN, shall receive a
minimum of 30 minutes pay at the overtime rate or the actual amount of time expended,
whichever is greater. The employee will be paid at the overtime rate in quarter hour
increments for each remote access support response after the initial response. Calls
placed closer than 30 minutes shall be treated as a single event and subject to the actual
time worked or minimum payment.

Telephone Support
Employees called to perform work by means of telephone support shall receive 30
minutes pay at the overtime rate or the actual amount of time expended whichever is
greater. The employee will be paid at the overtime rate in quarter hour increments for
each telephone support response after the initial response. Calls placed closer than 30
minutes shall be treated as a single event and subject to the actual time worked or
minimum payment.

E. Cash compensation for all overtime will be at 1 1/2 times the regular rate after the first 7
minutes assigned and worked beyond the end of an employee's regularly scheduled
shift, calculated to the nearest quarter hour. There shall be no compounding or
pyramiding of overtime pay with other regular or premium pay except as required under
Fair Labor Standards Act.

F. Off Duty Physician Appointments

When, at the direction of the immediate non-unit supervisor, unit members being treated
by the authorized and designated City physician at times they are not scheduled to be
on duty nor are on paid leave or disability benefit status, shall be entitled to overtime
compensation in accordance with Article 3 hereof. This compensation shall be at a
minimum of one hour or based on actual check-in and check-out time recorded by health
center staff.

G. Overtime shall be worked and shall be allowed if assigned by the non-unit supervisor or
other authorized representative of the City. The City shall endeavor to be equitable in
the distribution of voluntary overtime amongst qualified employees or crews of
employees within the same classification, function, work location, and shift. Seniority
may be used as a factor in determining the assignment of overtime work. Other factors
include work history, skill level, assigned equipment, etc. The City will make available
to the Union, upon request, reports of overtime worked by unit members on a quarterly
basis. Overtime shall be voluntary, except however, the City reserves the right to assign
overtime in the event insufficient employees volunteer, or to avoid inadequate staffing,
or to ensure timely service delivery, or to conduct mandatory training.

When a unit member is off duty or on leave and is contacted by telephone by his
supervisor for purposes other than callout or a supervisor approves of the making or
receiving of the call, the unit member will be paid at time and one-half his regular rate of

pay for each quarter hour calculated to the nearest quarter hour (over 7 minutes goes
to the next quarter hour). There will be no compensation for calls under 7 minutes.

A unit member has the option of donating accrued vacation or compensatory time to
another City employee in accordance with Administrative Regulation 2.144.


Section 3-3: Out-of-Class Pay
A unit member who is temporarily required to serve in a regular authorized position in a
higher classification shall be compensated at a higher rate of pay in accordance with the
following:

A. To be eligible for the additional compensation, the unit member must first accumulate
10 regular working shifts of assignment in the higher class within any 24 month period;
satisfactory performance during a previous appointment to the higher class will be
credited to the qualifying period. The days of out-of-class assignment need not
necessarily be consecutive. Once this qualification is satisfied, no additional re-
qualification will be required. The unit member must be specifically designated in writing
to perform out-of-class duties.

B. Temporary assignments out-of-class shall be recorded only in full shift units. A unit
employee working out-of-class for 5 hours work for a 10 hour shift and 4 hours work for
an 8 hour shift shall be credited with working out-of-class for the entire shift. No
out-of-class credit shall be given for out-of-class work of less than 5 hours for a 10 hour
shift and 4 hours work for an 8 hour shift.

C. To qualify for out-of-class pay, a unit member must be assuming substantially the full
range of duties and responsibilities of the higher level position. Out-of-class pay is not
authorized, for example, if the organization of a work unit is such that each unit member
carries on his normal duties during the temporary absence of a supervisor, without a
need for the direction which the supervisor would provide on a longer term basis.

1. Time worked in a higher class shall not earn credits toward the completion of
probationary requirements in the higher class.

2. When authorized, time worked out-of-class may earn experience only credit toward
completion of experience requirements in lieu of existing experience requirements
for promotion to those classifications where such out-of-class work was performed
in a certified position.

D. A unit member who has qualified under these provisions shall be compensated at the
minimum rate established for the higher class for each completed work shift served in
the higher class. In the event of overlapping salary ranges, a one-step differential shall
be paid for out-of-class assignments. The higher rate of pay shall be used in computing
overtime when authorized overtime is served in out-of-class work assignments; the
overtime rate shall be the rate established by the overtime regulations that apply to the
higher rank.


E. The City shall not make out-of-class assignments pursuant to this Article in an arbitrary
and capricious manner.

F. Unit 3 employees assigned to the Phoenix Fire Department Regional Dispatch
Center will be compensated hour-for-hour while the employee is working in an
out-of-class assignment. The qualification period will also be determined on an
hourly basis for the total of 80 hours.


Section 3-4: Sick Leave Cash Out Formula
A unit member who has accumulated a minimum of 750 qualifying hours or more of accrued
and unused sick leave at the time of a duty related retirement shall be paid an amount of
compensation equal to 25% of his base hourly rate for all hours in excess of 250 hours.

Additional language of this Section 3-4 is contained in Attachments B and C.


Section 3-5: Shift Differential Pay

Unit members shall receive $.60 per hour in addition to their hourly rate of pay when working
a night shift which ends at or after 10:00 p.m. (9:00 p.m. in the Library Division) and before
midnight, and $.80 per hour in addition to their hourly rate of pay when working a night shift
which includes work during the period after midnight to 3:00 a.m. Shift differential shall
continue be paid at the rate of the regular shift for any additional hours worked following the
regular shift.

Employees shall receive night shift pay differential only for hours scheduled and worked,
and not while on paid leave time. If an employee works a 2nd or 3rd shift for 6 hours or
more, they will receive a shift differential.

Employees participating in a 4/10 work schedule shall receive $.60 per hour in addition to
their hourly rate of pay when working a night shift which ends between 10:00 p.m. and 3:00
a.m., inclusive; and $.80 per hour in addition to their hourly rate of pay when working a
regular night shift which ends after 3:00 a.m.

A Unit member shall receive 10 cents per hour in addition to his base hourly rate of pay and
any other shift differential or any other premium pay he may be receiving for working a
weekend shift. A designated weekend shift is defined as any shift that starts on or after 2
PM on Friday and continuing through any shift that starts on or before, but not after 11:59
PM on Sunday.

A Unit member who is called out and works between 2:00 PM on Friday and 11:59 PM on
Sunday will be paid weekend shift differential for all hours worked at the rate specified in
this article.




Section 3-6: Stand-By Pay
When a unit member is required to be available for immediate emergency call-back at times
when the member is not otherwise on duty, the member shall be compensated for such
stand-by hours at $3.00 per hour. Members serving in stand-by assignments shall be
subject to contact requirements as provided for by the Department Head.


Section 3-7: Show-up Time
Except in emergencies, an employee who is scheduled to report for work, has not been
notified to the contrary, and presents himself for work as scheduled, shall be paid for at
least 4 hours at the hourly or applicable rate of pay. If work on the employee's regular job
is not available for reasons beyond his control, the City may, at the City's discretion, assign
the employee substitute work.

Employees who start work and are later compelled to stop because of inclement weather
or other conditions beyond their control shall be paid for the hours they work, but they shall
be paid for not less than 4 hours at the straight time rate.

Employees released hereunder prior to the end of their regular shift may be required to
stand-by and keep themselves available for immediate call-back during the balance of their
regular shift (for which time they shall be entitled to stand-by pay under Article 3, section 3-
6, "STAND-BY PAY" hereof). An employee may request the use of any accrued leave time,
exclusive of sick leave, to cover the balance of his regular scheduled work shift. Employees
called back to work shall be entitled to their hourly rate of pay for the balance of their
regularly scheduled shift.


Section 3-8: Jury Duty Pay

Pursuant to A.R. 2.24, as amended, a unit member called for jury duty or subpoenaed by a
court as a witness shall be granted a leave of absence from municipal duties without loss
of pay for the time actually required for such service and may retain jury or witness pay,
except where such testimony or witness duty is the result of a unit member's official duties
as a City employee.

To be eligible for paid leave for jury or witness duty, an employee must present verification
of his call to jury duty or witness duty.

Paid witness leave shall not be allowed when the unit member is the defendant, plaintiff or
voluntary character witness in a court action.

Subject to operational and scheduling needs, unit members whose regular work shift is
worked after 5 p.m. and prior to 8 a.m. may be allowed by management to be assigned to
the day shift during the period of jury duty service. The member will be responsible to notify
their supervisor as soon as they are notified for jury duty by a court.



Call Out Pay for Court Time:

When, as a result of his official duties, a Unit member is required to appear as a witness at
a time that the employee is not otherwise on duty, the employee will receive a minimum of
3 hours pay at 1 ½ his regular rate of pay, except that an employee shall not be eligible for
additional compensation during that 3 hour period.

Court Time Stand-By:

When a Police Department Assistant, Crime Scene Specialist, or Commercial Vehicle
Inspector receives a subpoena or other notice requiring him to stand-by to appear in court
to testify concerning the performance of his official duties at a time other than his regularly
scheduled shift, he shall be compensated the greater of either $100 per day for each day
the subject court proceeding is in session and the Unit member is subject to call, or in
accordance with the current provisions of the Fair Labor Standards Act for the term of this
agreement or for so long as the Act is applicable.

Subject to operational and scheduling needs, full-time Unit 3 employees whose non-
traditional work schedules include N-days may be allowed by management to be provided
an alternate N-day during the pay week for hourly employees (when the date of jury service
falls on the employee’s regularly scheduled N-day).


Section 3-9: Deferred Compensation Program
The City shall contribute an additional 0.75% of each Unit employee’s monthly base wages
for a total of 2.36% to the City Deferred Compensation Plan.


Section 3-10: Compensation for Approved Training

Any Communication Dispatcher assigned to the Aviation or Fire Departments, Crime Lab
Technicians, and Police Communications Operator who are selected by their Department
to conduct department approved field training will be paid a one-step differential or a
minimum of 3%, whichever is higher, for those hours actually spent training other staff
members.


ARTICLE 4: Hours of Work/Working Conditions

Section 4-1: Hours of Work

A. This Article is intended to define the normal hours of work and to provide the basis for
calculation and payment of overtime pursuant to Article 3, section 3-2. Unit members
may sign individual statements waiving the provisions of this section concerning
consecutive days. Signed waivers shall continue in effect per M.O.U. year, unless there
is an emergency of long-term duration affecting the employee. In which case, the

employee will give the City at least ten calendar days notice in order to revoke the
waiver.

Flextime - The City, in collaboration with the Union, may experiment with flextime
schedules when all the following conditions are met:

a) Approval of Department Head
b) Approval of Union President
c) Mutually agreed schedule between Unit Member and Supervisor
d) Signed waiver

The regular work day and regular work week shall consist of 5 consecutive days of 8
hours or 4 consecutive days of 10 hours of work excluding unpaid meal periods in a 7
calendar day pre-established work period, except in those departments performing
normal services regularly on Saturday and/or Sunday, with the following exceptions:

1. To the extent that Library schedules do not conform to the above provision, it is not
intended nor shall this section change such scheduling practices in the Library
Division.

2. The shift schedule for unit members in the Fire Dispatch Operation shall be subject
to change during the term of this Memorandum, when such is conducive to efficient
operations in the judgment of department management. The Union shall be advised
of such changes in advance in the Labor-Management Committee (Article 2, section
2-2).

3. Exceptions to this Section may be made for Detention Officers in the Police
Department.

B. Regular work schedules showing the employees' shifts, work days, and hours shall be
posted where accessible to employees.

C. Except for emergency situations, permanent regular work schedules shall not be
changed without notice of at least 14 calendar days to the affected employee(s). Full-
time unit members shall be given notice of at least 14 calendar days when there is a
change in their permanent work location. Excluding employees of Parks or City Clerk,
part-time employees who have one permanent work location shall be given notice of at
least 14 calendar days when there is a change in their permanent work location.
"Emergency" hereunder shall mean unforeseen operational circumstances.

When used in the context of this article, operational circumstances will be defined as
service demands or other required actions performed to accomplish the mission of the
department. These actions may be routine (anticipated) or emergency (unanticipated).
For routine operational actions, 14 calendar days notice will be given to change
permanent regular work schedules. For emergency operational actions, unit members
will be provided as much advance notice and information as the situation will allow.

When changes are to be made by the City on a permanent basis for other than
emergency reasons, or where new permanent schedules are to be adopted, the City will

notify the Union of such changes or new schedules at the same time the employee is
notified.

Employees may request to be changed to another work schedule, and when a position
on such schedule becomes vacant and available, shall be so reassigned on a seniority
preferred basis when qualifications and experience are deemed to be equal by the City.
(See Article 4, section 4-4 Seniority)

D. Employees engaged in continuous operations are defined as being any employee or
group of employees engaged in an operation for which there is regularly scheduled
employment for 24 hours a day, 7 days a week.

The work week for employees engaged in continuous operations shall consist of 5
consecutive days of 8 hours of work or 4 consecutive days of 10 hours of work, excluding
unpaid meal periods. This provision shall not apply to relief positions.

E. Unit 3 employees' regularly scheduled workday will be determined by the actual calendar
date that they start their shift.


Section 4-2: Rest and Lunch Periods
A. Scheduled work shifts shall include meal periods to be observed as follows:

5 DAY WORK WEEK MEAL PERIOD
8 hours 30 minutes on the job, paid at straight time
8-1/2 hours 30 minutes, unpaid
9 hours 60 minutes, unpaid

4 DAY WORK WEEK MEAL PERIOD
10 hours 30 minutes on the job, paid at straight time
10-1/2 hours 30 minutes, unpaid
11 hours 60 minutes, unpaid

Schedules for Police Assistants and Police Aides, in the Police Department shall include
a paid straight-time meal period of 1/2 hour on the job.

Two (2) paid non-work periods of 15 minutes during the above scheduled work shifts
shall be permitted to promote the health, safety and efficiency of employees on the job.

A unit member may request a flextime schedule. If work demands preclude a unit
member from taking an unpaid lunch period, they will receive compensatory time at 1 ½
x for the missed meal period, provided they have received prior authorization from their
supervisor for working through the lunch period and they have worked more than 40
hours that week. When a Unit member does not receive a paid meal period, the meal
period shall be uninterrupted and duty-free. For paid straight-time meal periods of 1/2
hour, the intent is for the employee to have a break from their work station during this
period, but the employee must be available for immediate call-back to work when
necessary. When work demands permit, with a supervisor’s approval, a Unit employee

may combine their 30 minute meal period with two of their 15 minute rest periods to
achieve a one (1) hour meal period. This paid leave time counts as hours worked.

B. Activities of employees during above non-work periods shall not be subject to any
unreasonable restrictions.

C. When a Unit member works overtime of 2 hours or more in addition to their daily work
shift, they shall be entitled to an additional 15 minute break. Every additional 2 hours of
overtime will entitle an employee to an additional 15 minute break.

After 4 consecutive hours of overtime in addition to their daily work shift, a unit member
shall be entitled to a paid meal break of 30 minutes but in no event shall a unit member
be entitled to more than one such break for every 8 consecutive hours of overtime.


Section 4-3: Clean-up Time
Unit employees will be given time, in keeping with past practice, at the end of a normal daily
shift for personal clean-up. Such time is in addition to and exclusive of any time the City
requires be spent for maintaining equipment.

All departments shall provide field employees with the appropriate clean up kits/ materials,
upon request.

Employees shall be allowed reasonable time, as necessary, for personal cleanup prior to
the commencement of lunch and break periods.

The intent of the above provision has always been to allow field employees who need
personal clean-up prior to rest or lunch periods a reasonable amount of time to do so. Clean-
up material should be supplied on an as needed basis to field employees. If the field
supervisors and employees act reasonably in addressing the issue, everyone will have a
more healthy and safer work environment.


Section 4-4: Seniority
A. For the purpose of this Agreement seniority shall be defined as the length of
continuous service with the City of Phoenix including any approved leaves of
absence. Where bidding occurs, seniority shall determine rights for vacation,
shifts, overtime, standby, days of work, and the assignment of job locations.
When two or more employees in the same job classification are hired on the same
date and time the tie in seniority will be broken by 1) consideration of time as a
temporary employee when applicable, and 2) by the date and time of application
submission for the hired position.

In areas where bidding does not occur, requests for vacation that are considered
simultaneously shall be determined by seniority. Once vacation is approved it will
not be rescinded in order to accommodate employees with higher seniority.
Departments will work with the Union to review vacation bidding issues.

B. Seniority shall be by length of service within a class. If seniority within the class is not
determinative, then length of service with the City shall prevail.

C. Seniority shall be used as a factor consistent with established Civil Service procedures
and Personnel Rule 14 in choice of work assignments, vacation schedules, and in the
determination of lay-offs.


Section 4-5: Technology
If an Al system implemented by the City clearly produces faulty or misleading data
that could impact employee assignment or discipline, the department, in consultation
with the Union, may suspend use of the system. The City and the Union will then
reconvene to assess the issue and determine appropriate next steps.

For purposes of this agreement, artificial intelligence refers to the simulation of
human intelligence processes by machines, particularly computer systems, to
perform tasks requiring cognition, including but not limited to learning, reasoning,
self-correction, and creativity.

The City shall notify employees and the Union of any technology being introduced
that will replace or enhance unit work. Upon request of the Union, the appropriate
department will discuss at Labor Management meetings with Union leadership.

Data obtained from an Al system, including vehicle camera systems, Automated
Vehicle Locator (AVL), Global Positioning System (GPS), telematics, or similar
automated movement tracking systems may be used in conjunction with a complaint,
investigation, or documented performance-tracking systems. However, automated
decision making shall not be used as the sole basis for disciplinary decisions
regarding Unit employees.



ARTICLE 5: Benefits

Section 5-1: Health Insurance

A. The City and Union agree to maintain the current 80/20 split for health insurance for both
single and family coverage. If there is a rate increase or decrease, the City shall pay
80% of the new monthly contribution and the employee will pay 20%.

B. The City agrees to the continuation of a Healthcare Taskforce for the purpose of studying
existing plans and to explore alternative plans. The Taskforce shall include
representatives from the City and a Local 2960 representative.




C. It is understood between the City and the Union that the City's monthly contributions will
not, under any circumstances, exceed the actual premium cost.

D. The City will maintain an Employee Assistance Program which will provide confidential
individual and family counseling to all unit members and their eligible dependents.
These services will be furnished by an independent contract agency to be chosen by the
City.

E. Employees in positions in classifications 320 and below will receive a health insurance
supplement allowance of $66.50 two (2) times a year to be paid in August and February.
Regular bargaining unit employees must be enrolled in current City Health Insurance
Program to receive this benefit.

F. All Unit 3 Police employees will be included in coverage of the Police Officers Assistance
Program.

G. The following chart reflects the MERP benefits for unit employees eligible to receive
MERP as determined on August 1, 2007. It is understood the MERP amounts listed are
not subject to modification through contract negotiations but may be increased by the
City.

Retiree with less than 5 years of active City credited $117 per month
service.
Retiree with at least 5 years but less than 15 years of active $135 per month
City credited service.
Retiree with at least 15 years but less than 25 years of $168 per month
active City credited service.
Retiree with 25 or more years of active City credited $202 per month
service.

H. The $150 monthly allowance for Post Employment Health Plan accounts (PEHP)
continues for all qualifying employees eligible to retire after August 1, 2022. (The date
of an individual's retirement eligibility was determined on August 1, 2007). The City
expanded the Post Employment Health Plan (PEHP) program in 2023 to include City
employees who are enrolled as a spouse/qualified domestic partner (QDP) on another
employee’s City medical plan, and who are otherwise eligible for PEHP. Spouse/QDP
PEHP is not applied automatically – please review the current benefits book for
enrollment rules. PEHP payments are prospectively applied once enrollment
procedures have been met.

I. In the event of the death of a unit member while on duty or while performing a job function
as determined by the City, the City will continue to pay the full monthly health insurance
premium for the spouse or domestic partner and all eligible dependents. Should the
surviving spouse or domestic partner remarry, the benefits of this provision may continue
through COBRA. The policy is retroactive to any reported and known In-Line-of-Duty
death of a Unit member from July 1, 2010 to June 30, 2019.




Section 5-2: Dental Insurance
The City shall pay the full premium costs for single coverage for employees enrolled in the
base dental HMO or PPO plan and 75% of the premium costs for family coverage for a City
dental plan. If an employee selects a dental plan other than the base HMO or PPO, the
employee will pay the difference between the PPO plan and the selected plan.

At a minimum, the plan shall include a PPO option that consists of 100% payment of
reasonable and customary covered charges for preventive and preventive-related
diagnostic services, and 80% payment of reasonable and customary covered charges for
basic services, and major services. The City shall retain a plan option that includes an adult
orthodontia benefit with a maximum lifetime benefit of up to $4,000 per person. Dental
plans may be subject to deductibles and limitations contained in the contract between the
dental insurance carrier and the City of Phoenix.


Section 5-3: Life Insurance
The City will provide at no cost to unit employees off-the-job and on-the-job life and
dismemberment insurance with a face value equivalent to the employee's gross annual
salary rounded up to the next $1,000 or $25,000, whichever is greater; in addition, the City
will also provide death-in-the-line-of-duty insurance with a face value of $75,000.

It is understood between the City and the Union that any negotiated changes in life
insurance benefits shall be effective on or about January 1. The designated beneficiary of
a unit member will be paid for all accumulated sick leave hours that remain on the City's
official file at the time of a line-of-duty death of the unit member and payment will be based
upon the unit member's base hourly rate of pay at the time of death. The beneficiary shall
be that person designated in the eCHRIS Benefits portal for the City of Phoenix Group Life
Insurance Program on file in the City Human Resources Department.

Additionally, the City will provide to each unit employee a $200,000 death benefit covering
the unit employees commute to and from his City work location. This policy will be
consistent with the current City Life Insurance carrier, and will cover the unit employee’s
commute for up to two hours before his shift begins, and two hours after his shift concludes.

In the event of the death of a unit employee while commuting to or from his work location,
for a period of two hours each way, the City will continue to pay the full monthly health
insurance premium for the spouse and all eligible dependents. This policy will be consistent
with the terms of the current City Life Insurance carrier, for the payment of a supplementary
commuter life insurance policy for each unit employee.

Accumulated sick leave hours on the city’s official file at the time of an active unit member’s
death will be paid. Payment will be based upon the member’s base hourly rate at the time
of death.

Upon receipt of invoice, the City will reimburse the Union up to $6.00 per month per unit
employee for premiums and reasonable administrative costs incurred by the Union
sponsored life/long term care insurance benefit. Labor Relations must approve all

associated administrative costs prior to reimbursement; however, approval will not be
arbitrarily withheld.

To promote effective communication about the Unit 3 Life Insurance Benefit, the City
will continue to work with the Union to ensure the Human Resources Benefits
Division is supplying the appropriate information to potential beneficiary/employee
family members.

The City shall work with the Union to address issues associated with the disclosure
of appropriate information, including information regarding terminated employees.


Section 5-4: Long-Term Disability
The City will offer a long term disability benefit for all full time, regular unit employees
pursuant to A.R. 2.323 as may be amended (providing that such amendments shall not be
in conflict with the MOU). Employees who have been continuously employed and working
on a full-time basis for 12 consecutive months are eligible to apply for long term disability
coverage. After an established 90 calendar day qualifying period, the plan will provide up
to 66 2/3% of the employee's basic monthly salary at the time disability occurs and continue
up to age 75 for employees who have been employed full-time for 36 months and one day.
This benefit will be coordinated with leave payments, industrial insurance payments,
unemployment compensation, social security benefits and disability provisions of the
retirement plan.

Employees who have been employed full-time with the City of Phoenix for 36 months or
less, will be eligible to receive a long term disability benefit for no more than 30 months.

Employees participating in the long term disability benefit as of June 30, 2012 will continue
under the previous benefit rules until they return to work or achieve the maximum age of 80
for benefits.


Section 5-5: Holidays, Vacation Pay, and Leave Donations

A. The City agrees to incorporate into the Memorandum the benefits provided under
Administrative Regulation 2.11, as amended, modified to indicate the following holidays.

Employees, except those on hourly paid status, shall, when possible without disrupting
the various municipal services, be allowed the paid holidays listed below:

New Year's Day - January 1
Martin Luther King’s Birthday - Third Monday in January
President's Day - Third Monday in February
March Holiday - Last Monday in March
Memorial Day - Last Monday in May
Juneteenth Day - June 19
Independence Day - July 4
Labor Day - First Monday in September

Indigenous Peoples’ Day - Second Monday in October
Veteran's Day - November 11
Thanksgiving Day - Fourth Thursday in November
Friday after Thanksgiving Day
Eve of the Christmas holiday - 4 hours
Christmas Day - December 25
Three vacation days - After completion of six months of full-time employment
added to vacation bank of hours

When a holiday named herein falls on Sunday, it shall be observed on the following
Monday, and when a holiday herein falls on a Saturday, it shall be observed on the
preceding Friday, except that in the case of 6 day operations and in the Library
Department such holidays may be observed on Saturday, and in the case of continuous
operations and seven day operations, holidays shall be observed only on the calendar
days on which they actually fall. This paragraph shall not apply to the Eve of Christmas
holiday, which shall only be granted when it falls on the employees' regular scheduled
work day.

A unit member working in a continuous operation, whose regularly scheduled day off
falls on a holiday specified above, and who is scheduled or called in by management to
work a regular shift on such holiday and scheduled day off, shall be compensated as
follows: 8 hours pay for the holiday plus pay at 1 1/2 the regular rate for each hour
assigned and worked, plus compensatory time credit for each hour assigned and worked
to a maximum of 8 hours.

B. Vacation accrual, carryover, and separation payout shall be governed by the following
table:

SERVICE MONTHLY MAXIMUM
PAYOUT
YEARS ACCRUAL CARRYOVER
0-5 8 hours 232 hours 280 hours
6-10 10 hours 280 hours 340 hours
11-15 11 hours 304 hours 370 hours
16-20 13 hours** 352 hours 430 hours
21 + 15 hours** 400 hours 490 hours

**In the last three years of service an additional 80 hours may be carried over into a new
calendar year.

Unit members shall be allowed vacation buy out twice per calendar year, on the last
paycheck of November and/or May. The total annual buy out is up to a maximum of 80
hours taken in no more than 40 hour increments, after the employee has accumulated
a minimum of 120 hours and has used 40 hours of vacation/comp-time during the
calendar year ending December 31st.

Unit members may contribute accrued vacation or compensatory time to other
employees in accordance with City policy governing contribution of leave for serious
illness of an employee or their immediate family member.


To every extent practicable, a transferred unit member will be allowed to maintain his
previous vacation schedule.

C. Through Labor-Management Unit 3 established a program for unused vacation time that
unit members would lose since it could not be carried over into the next calendar year.
A bank was established and the time was donated to Unit 3 employees with a petition
on file per A.R. 2.144.

D. Bank of Donated Leave

1. Each unit employee may complete a form to voluntarily donate vacation leave
time for a specified number of hours. By filling out and submitting a voluntary
donation form, each unit employee is clearly and affirmatively consenting to
the donation of the stated number of hours from their bank of vacation leave.

2. The total number of hours donated by unit employees will be considered the
maximum number of hours available for donated hours under this article.

3. Only employees of Unit 3 may donate hours to the Unit 3 bank of hours; Unit 3
may only accept donated hours from Unit 3 employees.

4. Donated time does not count toward hours worked for overtime purposes.

E. On the second paycheck in July of every year, every unit employee will receive
2.5 hours of vacation time, in addition to their other accruals, added to their
vacation leave.


Section 5-6: Uniforms
A. Uniform Allowance

Unit members employed by the Police Department or Fire Department who are required
to purchase, wear and maintain uniforms pursuant to Police or Fire Department rules
and regulations shall be entitled to an annual uniform allowance in the below listed
amounts for the appropriate listed classifications:

Job Classification Allowance
Police Assistant/Special Detail $1150 per annum
(Assigned to Patrol or Transit functions)
Police Assistant $725 per annum
Detention Officer $1150 per annum
Police Aide $725 per annum
Police Communications Operator $725 per annum
Fire Prevention Specialist Trainee $725 per annum
Fire Prevention Specialist assigned to Fire Dept. $1150 per annum
Fire Prevention Specialist assigned to other depts $725 per annum
Court Security Officer $1,150 per annum

Fire Emergency Dispatcher/Lead $725 per annum
Municipal Security Guard $725 per annum
(Part-time employees
receive 80% of full-time
allowance ($580) in Library
Dept only)
Municipal Security Guard in Police $1150 per annum
(Required to wear Class B or C uniform)
Crime Scene Specialist $725 per annum
Real Time Operation Specialists $725 per annum

The City will issue a one-time $200 winter uniform jacket allowance to for outdoor work
to the following classifications and assignments:

Police Assistants assigned to Parking Enforcement Detail
Police Assistants assigned to Patrol or Police Transit
Detention Officers
Crime Scene Specialists
Municipal Security Guards in Police, Water and Public Transit

Police Assistants, Detention Officers, Municipal Security Guards in all departments,
Police Assistant-Transit and Police Assistants and Crime Scene Specialists in public
facing positions, as well as Operations Assistants in Aviation working non-secured side
of airport who purchase a new ballistic vest, upon showing proof of purchase, shall be
reimbursed an amount up to, but not exceeding $1,000. Upon replacement, a qualified
employee as listed in this section shall be entitled to the $1,000 reimbursement every 5
years after initial purchase.

In lieu of the $100 employees in the job classifications of Fire Emergency
Dispatcher/Lead previously received from the City/Fire Department for additional
uniform items, employees in these job classifications will now receive an equivalent
uniform allowance of $100. Payment to be made on or about August 1 of each MOU
year.

The Library Department will pro-rate the uniform allowance established under
Section 5-6 in the Unit 3 MOU and pay it on a monthly basis to the temporary, part-
time Municipal Security Guards (MSGs), who will be hired and assigned to work
the Heat Relief centers between April 14 and September 30.

1. Payment of the annual allowance will be made on or about August 1 of the fiscal year
and shall be for the period of July through June, and is intended to cover the cost of
uniforms, maintenance, and cleaning of such uniforms.

2. New employees will receive the entire annual uniform allowance within 30 days of
the time they are directed to wear and maintain a uniform.

The second uniform allowance, received at the start of the next fiscal year, will be
equal to 1/12 of the annual uniform allowance for each month of the preceding fiscal


period, starting with the first month the employee was directed to wear and maintain
a uniform, to the start of the new fiscal year.

3. Unit members who leave City employment shall repay to the City the uniform
allowance equal to 1/12 for each month remaining in the fiscal year after the last day
of the month in which the separation occurs. Provided, however, that unit members
who retire will not be required to repay any uniform allowance.

The family or beneficiary of a unit member who dies while in the employment of the
City shall not have to pay back any uniform allowance.

4. A unit member who has been on extended leave (paid or unpaid) of 2 months or
longer shall have the next annual uniform allowance reduced by 1/12 of the annual
amount for each month of extended leave.

5. An employee who has received an allowance under this agreement and is
subsequently promoted or transferred into a Public Safety Retirement System
position shall have his allowance adjusted to accommodate the difference but shall
not be entitled to both allowances.

6. Reimbursement Schedule

The City agrees to reimburse all unit members for the repair or replacement of
uniform items and for other personal property damaged in the course of employment
and performance of their assigned duties without fault or negligence on the part of
employees, other than normal wear and tear in accordance with the schedule of
items and maximum amounts authorized for reimbursement outlined below:

Uniform Boots/Shoes - Full Cost
Uniform Trousers - Full Cost
Uniform Shirt - Full Cost
Uniform Jacket - Full Cost
Glasses - Prescription $130.00
Watches - $52.00
Jewelry - $44.00
Flashlight - $21.00
Sun Glasses - $17.00 Non-Prescription
Safety Vest - Full Cost

Reimbursement for full, 3/4, 1/2, 1/4, value are based on the supervisor's evaluation
and recommendations of the article's condition and age. Items not listed above are
not covered by the policy.

The option to repair or replace damaged items, and to determine whether replaced
property will be returned to the employee, rests with the City.

The provisions of this policy shall not apply if the employee has concealed or
misrepresented any material fact or circumstances concerning the subject of the


loss, his interests therein, or in the case of any fraud or false statements by the
employee relating thereto.

Any item not specifically mentioned may be discussed in a meeting of the
Labor-Management Committee.

7. Prior to changing or modifying current uniforms, the City will notify the Union, in
writing, with a minimum of 30 calendar days notice of its intent. The Union may at
any time request the Labor-Management Committee meet to discuss changes and
modifications to the current uniforms.

The AFSCME Local 2960 Honor Guard is a professional organization that represents
the City of Phoenix at official events, memorial services and employee funerals. The
AFSCME Local 2960 Honor Guard was established in January 2015 after the Line of
Duty Death (LODD) loss of Unit 3 employee Megan V. Lange. The 501c3 was
formalized during the 2016-2019 contract MOU at the request of the City during
negotiations to help institute formal recognition of the Honor Guard. Through the work
of AFSCME Local 2960, a registered 501c3 non-profit association (ID #82-08366266),
the Honor Guard provides public education and community service. Each year of this
agreement, the City will direct $25,000 to a fund maintained by the City, which has been
charged to the total compensation of the Unit 3 economic package, to support the work
and related expenses of maintaining the Honor Guard. The Union will submit receipts
to the City for reimbursement. If the entire $25,000 is not used in the first year of the
MOU the balance will carry over into the following year not to exceed $50,000 during the
term of this MOU. Funds not used by the end of the MOU will be credited to the Unit 3
package for the following contract.

Subject to operational needs, Civilian Honor Guard members shall be released on
City Time to attend City-sponsored and approved events. Approval shall not be
arbitrarily withheld.


Section 5-7: Tuition Reimbursement
A. Unit members who participate in the Tuition Assistance Program shall be eligible for
tuition reimbursement pursuant to the following provisions:

1. For the 2023-2024 fiscal years, an employee may submit tuition expenses incurred
in the prior fiscal year such that the maximum total reimbursed does not exceed
$13,000 across any two-year period.

2. To be eligible for any reimbursement, unit members must have successfully
completed academic or training courses approved by the department head and the
Human Resources Director as provided in existing regulations.

B. Tuition reimbursement in accordance with this Article will be made in the event an
employee's approved course of instruction is terminated solely and directly as a result
reimbursement shall not occur in the event of any other voluntary or involuntary change
in job assignment or employment status.

C. The City will reimburse unit members for expenses incurred as a result of requiring and
maintaining certification required by the City for Building Inspectors, Construction Permit
Specialists, and Operation Assistants Air side, and Fire Prevention Specialist once they
pass the test, on a one time basis only. The City will not reimburse unit members for
classes the City provides at no cost, or for classes the City identifies for unit members
to be taken at no cost.

D. Unit classifications at pay range 324 and above shall be allowed to utilize up to $500 to
attend one-day, in-state, city-related seminars/training and city-related memberships.


Section 5-8: Car Insurance, Mileage Allowance, Bus Pass and Parking
A. Where, with respect to the below listed classifications, the City expressly requires as a
condition of employment that the employee own and utilize his personal automobile in
performing assigned duties, such employees shall be compensated $12.00 per month
toward automobile insurance expenses upon submission and resubmission as may be
required by the City of such insurance expenses being incurred by the employee:

Community Worker II
Caseworker I
Caseworker Aide
Senior Center Assistant

Employees required and authorized to use their private vehicle on City business and
who have provided proof of appropriate insurance as required by City regulations shall
be compensated at the IRS regulated rate per mile.*

*Refer to A.R. 6.21

B. Employees regularly assigned to the airport terminal buildings shall be provided parking
facilities without charge at a location at the airport to be specified by the Director of
Aviation.

C. All regular full-time and part time bargaining unit employees will receive, upon request,
a City issued bus/transit pass at no cost to be used only by the employee.

D. If parking rates are increased, the City will notify the union prior to the increase taking
place.

E. Parking rates for employees who drive motorcycles to work shall be reduced by 50%
when they park at the 305 garage or Adams Street Garage.

F. The City will provide 4 parking cards to the Union.


Section 5-9: Unpaid Parental Leave / Family Leave

A. The City will, as a matter of general policy, authorize up to 3 months of unpaid leave for
any unit member who is the parent of newly born, legally adopted child, or any unit
member who needs to care for an ill family member. Family members include spouse,
qualified domestic partner, children (natural, adopted, foster or stepchildren) brother,
sister, parents, and grandparents. Approval and use of this leave shall be subject to
existing Personnel Rules. The employees’ immediate family member does not have to
live in the employees’ household to be covered by this section.

B. Employee may use up to 10 hours of accumulated sick leave in at least one-hour
increments each calendar year for the home care or medical treatment for an immediate
family member residing in the employee’s household. When there is an extreme illness
or injury situation where a life or death question exists involving an immediate family
member, an employee may use up to 5 days of accumulated sick leave. (This should
not be construed as bereavement leave under Personnel Rule 15g.)

In addition, employees may have dependent care situations where the above leave is
insufficient to cover their absence. Therefore, employees will be allowed to use
unscheduled accumulated vacation or compensatory time for the care of an immediate
family member up to a maximum of 5 incidents not to exceed a total of 40 hours each
calendar year.

For all of the above mentioned leaves, (sick leave, vacation, and compensatory leave)
the employee will not have these leaves be considered a negative factor under A.R.
2.30, when evaluating the job performance of an employee involved in a leave-
management program, up to a maximum total of 7 incidents per calendar year. An
incident is defined as an absence from work regardless of the length of time.

Immediate family is defined as the following persons: spouse, qualified domestic partner,
child, step-child, brother or sister of the employee or the parent of the employee or
spouse, a relative who, because of family circumstances, has been a parent substitute
to the employee may be considered as a substitute for mother or father in this definition.

During the term of this MOU the City and the Union will meet and discuss changing
sick leave codes (e.g., BN, BO, BI, BE) and other leave related matters as part of the
labor management committee established to address implementation of a
time/attendance schedule automation system.


Section 5-10: Retirement Program and Benefits

The retirement program and benefits for Unit 3 employees are listed in the Phoenix City
Charter.



ARTICLE 6: Miscellaneous



Section 6-1: Saving Clause
A. If any Article or Section of this Memorandum should be held invalid by operation of law
or by final judgment of any tribunal of competent jurisdiction, or if compliance with or
enforcement of any Article or Section should be restrained by such tribunal, the
remainder of this Memorandum shall not be affected thereby; and upon issuance of such
final decree, the parties, upon request of either of them, shall meet and confer and
endeavor to agree on a substitution provision or that such a substitute provision is not
indicated.

B. It is recognized by the parties that this MOU shall be administered in compliance with
appropriate provisions of the Fair Labor Standards Act as may be amended.


Section 6-2: Copies of Memorandum
A. Within 60 days of the date that this Memorandum is adopted by the City Council, the
City will arrange for printing of 100 jointly approved copies.

B. Printing vendors secured by the Union shall comply with Ordinance G-1372 (Affirmative
Action Supplier's Ordinance), as may be amended, and Ordinance G-1901 (Affirmative
Action Employment by Contractors, Subcontractors, and Suppliers), as may be
amended.


Section 6-3: Term and Effect of Memorandum
A. This Memorandum shall remain in full force and effect July 1, 2026 through June 30,
2028 and thereafter shall continue in effect year-by-year unless one of the parties
notifies the other in writing no later than December 1st, of the final year of the contract,
of its request(s) to modify or terminate it.

B. Except as expressly provided in this Memorandum, the City shall not be required to meet
and confer concerning any matter, whether covered or not covered herein, during the
term or extensions thereof.

C. If any section or provision of this Memorandum violates existing Federal, State or City
law, then such law shall supersede such provisions or section.

D. The lawful provisions of this Memorandum are binding upon the parties for the term
thereof. The Union having had an opportunity to raise all matters in connection with the
meet and confer proceedings resulting in this Memorandum is precluded from initiating
any further meeting and conferring for the term thereof relative to matters under the
control of the City Council or the City Manager.

E. The City may change the terms and conditions of Administrative Regulations during the
term of this Memorandum. The City will notify the Union of any changes in Personnel



Rules and/or new or revised Chapter 2 Administrative Regulations (ARs) affecting unit
employees.
The City will consult the Union concerning changes affecting existing compensation
provided for under the following Administrative Regulations:

2.16 Political Activity Time Off to Vote
2.241 Compensation for Interpreting and Translation by Personnel in City Courts
2.27 Employee Suggestion Program
2.34 Transitional Work Policy
3.41 Travel Authorization and Travel Expense Allowances

F. The provisions of this Memorandum apply to all unit members, except that entitlement
to health, life and long-term disability insurance, holiday, overtime and show-up benefits
for regular hourly employees shall continue in accordance with present practice and
policy. The City shall not lay off from City employment full-time employees for the sole
purpose of replacing them with hourly employees, and will not alter the status of
incumbent full-time employees to hourly employees.

G. This Memorandum constitutes the total and entire agreements between the parties and
no past written or verbal statement/agreements shall supersede any of its provisions.


Section 6-4:
The City shall create an Employee Memorial for those employees lost to COVID-19 to thank
them for their service to the City of Phoenix




IN WITNESS WHEREOF, the parties have set their hands this

_______ day of May, 2026



______________________________________________________________________
Frank Piccioli, President, AFSCME Local 2960


_____________________________________________________________________
Cathleen Simpson, Deputy Human Resources Director, Labor Relations, City of Phoenix


_____________________________________________________________________
Ed Zuercher, City Manager, City of Phoenix


ATTEST:


______________________________________________________________________
Denise Archibald, City Clerk, City of Phoenix


APPROVED TO FORM:

______________________________________________________________________
City Attorney, City of Phoenix


AFSCME 2960 Team: City of Phoenix Team:
Frank Piccioli, President Cathleen Simpson, Deputy Human Resources Director (Lead)
Debra Novak-Scott Williams Adams, Parks and Recreation Department
Angie Hernandez Amy Rundquist, Police Department
Kanika Jones Michael O'Shaughnessy, Aviation Department
Michele Newcomb Lorizelda Stoeller, Public Works Department
Jose Vejar Michelle Joyner, Waters Services Department
Georgia Leon Brian Standage, Fire Department
Lena Bernal Renee Gillison, Deputy Human Resources Director
Sonya Alva Lorraine Rodriguez, Human Resources (Coordinator)
Lisa St. Onge Taniya Williams, Management Fellow (Scribe)
Bertha Leal




ATTACHMENT A
DEPARTMENTS REPRESENTED BY AFSCME LOCAL 2960

Aviation

City Clerk

Community & Economic Development

Phoenix Convention Center

Finance

Fire

Housing

Human Services

Information Technology

Law

Library

Municipal Court

Neighborhood Services

Parks & Recreation

Planning & Development Services

Police

Public Transit

Public Works

Street Transportation

Water

Stewards are listed on our website - afscme2960.org




ATTACHMENT B
GUIDELINES FOR ADMINISTRATION OF
COMPENSATORY TIME/CASH PAYMENT OF OVERTIME


The following understanding is intended to serve as guidelines for employees and
supervisory and management personnel when administering the compensatory time
provisions of this Memorandum of Understanding.

Subject to the limitations set forth herein, the following shall apply:

Employees shall have the choice of requesting either compensatory time or cash payment
for overtime authorized and worked, if an overtime appropriation has been included in the
department budget for the departmental work unit in which the employee works.

Employees will specify the type of payment (cash or compensatory time) at the time the
overtime is worked.

An employee's choice of type of payment shall be subject to supervisory approval. Once
agreement has been reached between the employee and the supervisor, the type of
payment agreed upon shall be honored.

This understanding regarding employee choice shall not apply under the following
circumstances:

Where no overtime appropriation has been included in the department budget for the work
unit in which the employee works.

Where budgetary, staffing, or grant limitations have been placed on the authorization, use,
disbursement or payment of such funds by the City Manager, Department Head or their
designated representatives, or where the terms and conditions for the receipt and/or
utilization of any federal, state, or local government grants impose such limitations.

The City will make reasonable efforts to notify the Union when changes in departmental
overtime policies regarding the type of payment occur. Provided, however, that failure to
notify the Union shall not prevent or prohibit the department from implementing such
change.




This document was printed by employees represented by AFSCME Local 2960





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Item text
Approving the Memorandum of Understanding Between the City of Phoenix and
Phoenix Law Enforcement Association, PLEA (Unit 4) (Resolution 22374) -
Citywide

The City of Phoenix has met and conferred with Phoenix Law Enforcement
Association, PLEA (Unit 4) in accordance with the terms of Section 2-218 of the City
Code, and a Memorandum of Understanding (MOU) has been approved by the
organization's membership. A copy of the proposed MOU has been filed with the City
Clerk and an opportunity for public comment was conducted at the April 22, 2026, City
Council Formal Meeting.

The following is a compensation summary in the proposed MOU:

Year 1:
Ongoing 2.0 percent base wage
Non-Continuous $500 for each full-time employee
Non-Continuous 1.0 percent base wage for each full-time employee

Year 2:
Ongoing 0.5 percent base wage
Non-Continuous 1.5 percent base wage for each full-time employee

Responsible Department
This item is submitted by Deputy City Manager David Mathews and the Human
Resources Department.





ATTACHMENT A




MEMORANDUM OF UNDERSTANDING

2026 – 2028

CITY OF PHOENIX

AND

PHOENIX LAW ENFORCEMENT ASSOCIATION

REPRESENTING UNIT 4 EMPLOYEES




PREAMBLE .................................................................................................................... 4

ARTICLE 1: RIGHTS ...................................................................................................... 4
SECTION 1-1: PURPOSE/GENDER ...............................................................................................................................4
SECTION 1-2: CITY AND DEPARTMENT RIGHTS .........................................................................................................4
SECTION 1-3: RIGHTS OF ASSOCIATION .....................................................................................................................5
SECTION 1-4: RIGHTS OF UNIT MEMBERS................................................................................................................ 14
SECTION 1-5: PROHIBITION OF STRIKE AND LOCKOUTS........................................................................................... 23
ARTICLE 2: GRIEVANCE/ARBITRATION/LABOR MANAGEMENT .......................... 24
SECTION 2-1: GRIEVANCE PROCEDURE ................................................................................................................... 24
SECTION 2-2: LABOR-MANAGEMENT COMMITTEE .................................................................................................. 28
SECTION 2-3: RESOLVING GENERAL COMPLAINTS .................................................................................................. 28
ARTICLE 3: COMPENSATION/WAGES ...................................................................... 28
SECTION 3-1: WAGES .............................................................................................................................................. 28
SECTION 3-2: PRODUCTIVITY ENHANCEMENT PAY ................................................................................................. 30
SECTION 3-3: TRAINING PAY ................................................................................................................................... 31
SECTION 3-4: COMPENSATION FOR INTERPRETING AND TRANSLATION BY SWORN POLICE OFFICERS..................... 32
SECTION 3-5: OVERTIME ......................................................................................................................................... 33
SECTION 3-6: COURT TIME OVERTIME .................................................................................................................... 35
SECTION 3-7: CALL-OUT PAY.................................................................................................................................. 36
SECTION 3-8: OUT-OF-RANK PAY ........................................................................................................................... 36
SECTION 3-9: SICK LEAVE CONVERSION AT RETIREMENT ....................................................................................... 37
SECTION 3-10: SICK LEAVE PAYOUT ....................................................................................................................... 38
SECTION 3-11: NIGHT SHIFT DIFFERENTIAL/WEEKEND SHIFT DIFFERENTIAL ......................................................... 38
SECTION 3-12: STAND-BY PAY................................................................................................................................ 39
SECTION 3-13: COURT TIME STANDBY PAY ............................................................................................................ 39
SECTION 3-14: OFF-DUTY EMPLOYMENT ................................................................................................................ 40
SECTION 3-15: JURY DUTY ...................................................................................................................................... 41
SECTION 3-16: DEFERRED COMPENSATION AND DEFINED CONTRIBUTION PLANS .................................................. 41
SECTION 3-17: NON-DIRECT PAYMENT OF COMPENSATION OR BENEFITS............................................................... 41
SECTION 3-18: DRUG RECOGNITION EXPERT PREMIUM PAY ................................................................................... 41
SECTION 3-19: PHLEBOTOMIST PREMIUM PAY ........................................................................................................ 41
ARTICLE 4: HOURS OF WORK/WORKING CONDITIONS ........................................ 42
SECTION 4-1: WORK SCHEDULES ............................................................................................................................ 42
SECTION 4-2: SENIORITY ......................................................................................................................................... 44
ARTICLE 5: BENEFITS ................................................................................................ 44
SECTION 5-1: HEALTH INSURANCE .......................................................................................................................... 44
SECTION 5-2: RETIREE HEALTH INSURANCE ........................................................................................................... 45
SECTION 5-3: DENTAL INSURANCE .......................................................................................................................... 45
SECTION 5-4: LIFE INSURANCE ................................................................................................................................ 46
SECTION 5-5: LONG-TERM DISABILITY INSURANCE ................................................................................................ 46
SECTION 5-6: HOLIDAYS AND VACATION LEAVE .................................................................................................... 46
SECTION 5-7: OUT-OF-STATE VACATION RECALL ................................................................................................... 49
SECTION 5-8: MILITARY LEAVE .............................................................................................................................. 50
SECTION 5-9: UNIFORM, CLOTHING AND EQUIPMENT ALLOWANCE ........................................................................ 50
SECTION 5-10: REIMBURSEMENT FOR EDUCATION EXPENSES ................................................................................. 55
SECTION 5-11: LEAVE OF ABSENCE ......................................................................................................................... 55
SECTION 5-12: WORKERS’ COMPENSATION............................................................................................................. 55
SECTION 5-13: WELLNESS/BENEFITS COMMITTEE .................................................................................................. 56
ARTICLE 6: MISCELLANEOUS .................................................................................. 57
SECTION 6-1: SAVING CLAUSE ................................................................................................................................ 57


SECTION 6-2: COPIES OF MEMORANDUM................................................................................................................. 57
SECTION 6-3: AID TO CONSTRUCTION OF PROVISIONS OF MEMORANDUM OF UNDERSTANDING ............................. 57
SECTION 6-4: CHANGES IN DEPARTMENT OPERATIONS ORDERS PURSUANT TO THIS MEMORANDUM ..................... 58
SECTION 6-5: PHYSICAL FITNESS ............................................................................................................................. 58
SECTION 6-6: TERM AND EFFECT OF MEMORANDUM .............................................................................................. 59
ATTACHMENT A .......................................................................................................... 61

ATTACHMENT B .......................................................................................................... 62

ATTACHMENT C .......................................................................................................... 63




Preamble
WHEREAS the parties, through their designated representatives, met and conferred in
good faith pursuant to Chapter 2, Article XVII (Employer-Employee Relations), Phoenix
City Code in order to reach agreement concerning wages, hours, and working conditions
of employees in the Police Officers Unit, and

WHEREAS the parties hereby acknowledge that the provisions of this Memorandum are
not intended to abrogate the authority and responsibility of City government provided for
under the statutes of the State of Arizona or the Charter or ordinances of the City of
Phoenix except as expressly and lawfully limited herein,

NOW THEREFORE, it is agreed that this Memorandum of Understanding (hereinafter
“Memorandum”) shall be submitted to the City Council of the City of Phoenix for its
consideration.



ARTICLE 1: Rights
Section 1-1: Purpose/Gender

Wherever any words used herein in the masculine, feminine or neutral, they shall be
construed as though they were also used in another gender in all cases where they would
so apply.


Section 1-2: City and Department Rights

A. The Association recognizes that the City and the Police Chief retain, whether
exercised or not, solely and exclusively, all express and inherent rights and authority
pursuant to law with respect to determining the level of and the manner in which the
City’s law enforcement activities are conducted, managed, and administered, and the
Association recognizes the exclusive right of Police Chief to establish and maintain
departmental rules and procedures for the administration of the Police Department
during the term of this Memorandum provided that such rules and procedures do not
violate any of the specific express provisions of this Memorandum.

B. The City and Police Chief have the exclusive right and authority to schedule work
and/or overtime work as required in the manner most advantageous to the City.

C. It is understood by the parties that every incidental duty connected with operations
enumerated in job descriptions is not always specifically described; nevertheless, it is
intended that all such duties shall be performed by the employee.

D. The Police Chief and City Manager reserve the right to discipline or discharge
employees for just cause, defined as follows, pursuant to the Civil Service laws. The
City reserves the right to lay off personnel of the Department.

1. The employer informed the law enforcement officer of the possible disciplinary
action resulting from the officer's conduct through agency manuals, employee
handbooks, the employer's rules and regulations, or other communications to the
officer or the conduct was such that the officer should have reasonably known
disciplinary action could occur.

2. The disciplinary action is reasonably related to the standards of conduct for a
professional law enforcement officer, the mission of the agency, the orderly,
efficient or safe operation of the agency, or the officer's fitness for duty.

3. The discipline is supported by a preponderance of evidence that the conduct
occurred.

4. The discipline is not excessive and is reasonably related to the seriousness of the
offense and the officer's service record.

E. The City and the Police Chief shall determine assignments and establish methods and
processes by which assignments are performed. This is not grievable under the MOU.

F. The City and Police Chief shall have the right to transfer employees within the Police
Department in a manner most advantageous to the City. This is not grievable under
the MOU.

G. Except as otherwise specifically provided in this Memorandum, the City and the Police
Chief retain unqualifiedly all rights and authority to which by law they are entitled.

H. The City shall have the authority without prior meeting and conferring to effect
reorganizations of the Police Department.

I. The Association recognizes that the City has statutory and Charter rights and
obligations in contracting for matters relating to municipal operations.

J. The Association pledges cooperation to the increasing of departmental efficiency and
effectiveness. Any and all rights concerning the management, organization, and
direction of the Police Department and the police force, including those set forth in this
Memorandum, shall be exclusively the right of the City and the Police Chief unless
otherwise provided by the express terms of this Memorandum as permitted by law.

K. The inherent and express rights of the City and the Police Chief, including those herein
specifically referred to, which are not expressly modified or restricted by a specific
provision of this Memorandum, are not in any way, directly or indirectly, subject to the
Grievance Procedure herein.


Section 1-3: Rights of Association




A. The Association, as the authorized representative, has the exclusive right to
serve as the meet and confer representative of all employees in the Police
Officers Unit as described in the City Code.

Under no circumstance shall the department create or request unit members to
sign or agree to individual employment contracts without mutual agreement
with the Association. Unit members will still be required to sign for receipt of
materials.

B. Authorized Representatives and Release Time Bank:
The City of Phoenix and the residents it serves benefit from harmonious and
cooperative relationships between the City and its employees. Authorized
Representatives of Unit 4 serve as an efficient and readily available point of
contact for addressing labor-management concerns. The City of Phoenix pays
the full salary and benefits of the six Authorized Representative positions in
recognition of the substantial City Business Time obligations those positions
perform as set forth in Section 1-3(B)(1)(e). Separately, the cost of release time
hours provided under Section 1-3(B)(3), including all associated benefits during
use of the Release Time Bank hours, has been charged as part of the total
compensation contained in this Agreement in lieu of wages and benefits.
Specifically, the parties have agreed that 7.5 hours of total compensation per
PLEA member per MOU year shall be allocated to fund the Release Time Bank
described in Section 1-3(B)(3). This allocation is made by PLEA members
voluntarily, pursuant to PLEA’s bylaws and by virtue of their membership, in
lieu of receiving that equivalent value as direct wages or benefits.

1. Office of Administration Positions:

a. Reporting to the Office of Administration, 6 full-time Authorized
Representatives shall be sworn, full-time, paid police officers of the
Phoenix Police Department, who will at all times remain qualified to
perform such duties as are normally expected and required of a municipal
police officer in the City of Phoenix, Arizona. These 6 positions will
receive their regular salary including fringe benefits, and the employer
shall make all employer contributions to the Public Safety Personnel
Retirement System required by law so as to maintain their full eligibility
under the Public Safety Personnel Retirement System. The City shall pay
the full salary and benefits of these 6 positions. The cost of these
positions is justified by and contingent upon the City Business Time
obligations set forth in Section 1-3(B)(1)(e).

b. These 6 positions shall participate in all appropriate training
requirements necessary to maintain membership in the department,
including all training mandated by the Arizona Peace Officers Standards
and Training Board (AZ POST).

c. These 6 positions shall be bound by the City’s and the Police
Department’s rules, regulations, and operations orders, including but not


limited to proper notification when utilizing sick or vacation leave. These
employees may be subject to disciplinary action for violations of any
such rules, regulations, general or operations orders.

d. These 6 positions may work supplemental overtime shifts consistent with
the processes and policies set in place by the Phoenix Police Department
for all sworn police officers. Employees will submit all overtime slips to
their current supervisor to ensure that overtime is being used
appropriately.

e. City Business Time. In consideration of the City’s payment of the full
salary and benefits of the Authorized Representative positions, the
Authorized Representatives agree to perform the following activities for
the benefit of the City (“City Business Time”). The parties acknowledge
that City Business Time activities constitute adequate consideration to
the City for its salary and benefits expenditure and serve a public purpose
by directly advancing City operational interests (“City Business Time”)
within the meaning of applicable Arizona law. The following activities will
constitute City Business Time:

i. In coordination with management, Authorized Representatives will
attend City-directed meetings, seminars, training classes, and
workshops to help bargaining unit employees better understand City
policies, programs, and practices, engage in conflict resolution, and
promote labor-management partnerships.

ii. Authorized Representatives will represent bargaining unit employees
in grievance meetings, Critical Incident Review Boards, Disciplinary
Review Boards, IRP Meetings, hearings with department
representatives, and Civil Service Board hearings in accordance with
A.R.S. § 38-1101 et. seq. This activity constitutes City Business Time
because timely representation aids the City in promptly conducting
necessary investigations and avoids delays that hinder timely
resolution of employee matters.

iii. Authorized Representatives will facilitate effective communication
between employees and management to ensure the safe and efficient
delivery of services and to develop a heightened degree of labor-
management cooperation.

iv. In coordination with management, Authorized Representatives will
assist with the development, promotion, implementation, and
communication of new, revised, or updated programs and/or policies
to members of the bargaining unit in order to streamline service
delivery and facilitate timely implementation of changes in policies or
programs.




v. In coordination with management, Authorized Representatives will
assist bargaining unit employees with understanding and
coordinating benefits as a means of achieving a healthier workforce
and driving down both workers’ compensation and healthcare costs
and the use of sick leave.

vi. Authorized Representatives will participate directly in benefit
evaluations, including serving on the Citywide Health Care Task
Force, with the goal of driving down medical costs while providing
appropriate medical benefits.

vii Upon direction from the City and consent of the Association,
Authorized Representatives will participate in and serve as members
of City-wide task forces and committees, including Police Department
task forces and committees, Labor-Management work groups, and a
variety of Health and Safety committees.

viii. Authorized Representatives will represent bargaining unit
employees at critical incidents. At least two Authorized
Representatives, designated in writing by the parties, shall be on
continuous paid stand-by to respond to critical incidents as needed.
An employee will only be placed on stand-by if the member is available
for call-out. If call-out occurs, overtime shall be paid in accordance
with Article 3, Section 3.2.

ix. In coordination with management, Authorized Representatives will
participate in City-sponsored community projects as a means of
enhancing community trust.

x. Authorized Representatives will assist members in understanding and
following work rules, rights, obligations, and responsibilities as a
means of enhancing employee performance.

xi. In coordination with management, Authorized Representatives will
assist bargaining unit employees and management in matters related
to employer-employee relations as a means of controlling
administrative and litigation costs and resolving matters at the earliest
possible stage.

xii. In coordination with management, Authorized Representatives will
participate in safety programs and compliance initiatives to enhance
workplace safety efforts.

xiii. In coordination with management, Authorized Representatives will
participate in other activities specifically requested or approved by the
City Manager or designee.




Authorized Representatives are prohibited from participating in any
political activity prohibited by AR 2.16 and defined in A.R.S. § 23-
1431(G)(5) while on City Business Time unless specifically requested by
the City Manager or designee.

City Business Time may be used only for activities expressly authorized
under this Section 1-3(B)(1)(e) of this MOU. The City reserves the right to
deny approval of a request to use City Business Time for activities not
consistent with the terms and conditions of this MOU. The City shall not
arbitrarily deny requests for use of City Business Time for activities that
provide a clear, measurable benefit to City operations, such as improving
employee safety or productivity, achieving cost savings, improving
regulatory compliance, and helping employees understand and exercise
their rights and responsibilities, or reducing litigation risk.

f. Association Business Activities. The following activities constitute
Association Business and shall be charged against the Release Time
Bank described in Section 1-3(B)(3) when performed during the
Authorized Representative’s regular work schedule. Authorized
Representatives must obtain the permission of their non-unit supervisor
to engage in such activities during the regular work schedule:

i. Lobbying, including letter writing or telephone calls.

ii. Legislative or political activity, including participating in the
preparation or distribution of legislative proposals.

iii. Organizing, including preparing and/or distributing union organizing
materials.

iv. Preparing for or conducting meet and confer negotiations under
Chapter 2, Article XVII, Phoenix City Code. This does not include day-
to-day contract administration or representation of unit employees in
grievance, disciplinary, or investigative proceedings, which are City
Business Time activities under Section 1-3(B)(1)(e)(ii).

v. Any other representational activity that is not expressly listed as City
Business Time under Section 1-3(B)(1)(e).

2. Association Representatives:

The Association may designate up to 42 representatives and shall notify the
Police Chief and Labor Relations in writing of such designations as they
occur. There shall be no obligation on the City to change or adjust normal
departmental scheduling or assignments of personnel as a result of such
designations or as changes occur.

Every quarter, PLEA will provide a list of representatives that will be posted.


a. Up to two PLEA representatives may, when the Association is designated
by the unit employees as his representative, attend mutually scheduled
grievance meetings, Critical Incident Review Boards, Disciplinary Review
Boards, IRP Meetings, and hearings with department representatives and
hearings scheduled and conducted by the Civil Service Board without
loss of pay or benefits. Up to two PLEA representatives may attend
hearings with the department representative if more than one department
representative is in attendance. Preparation for the proceedings listed in
this subsection, including gathering information, interviewing the
grievant/appellant or witnesses, and preparing presentations, shall also
be conducted without loss of pay or benefits, as such preparation directly
advances the City’s interest in timely and effective resolution of employee
matters. PLEA representatives are required to obtain the permission of
their non-unit supervisor to absent themselves from their duties to attend
scheduled meetings and provide representation. The representatives
who perform the attendance and preparation activities described in this
Section are not required to use Release Time Bank hours for those
activities, but shall record their time performing these activities as City
Business Time as set forth in Section 1-3(B)(3)(c). Any representational
activity of Association Representatives not described in this Section 1-
3(B)(2)(a) that is performed during the representative’s regular work
schedule shall be charged against the Release Time Bank.

b. When new work units, precinct(s)/bureau(s) are created, the Association
may designate up to 1 additional representative per bureau and up to 3
additional representatives per precinct. The increased number will be
consistent with current practice and will be based solely on the addition
of new work unit(s). Any deviation from the above will be discussed at a
Labor-Management meeting.

3. Release Time Bank—Member-Funded:

a. Establishment and Funding of the Bank
A bank of paid Association release time hours (“Release Time Bank”)
shall be created for each MOU year for use by Authorized Representatives
and other PLEA representatives to conduct activities and duties not
authorized under 1-3(B)(1)(e) above.

The size of the Release Time Bank for each MOU year shall be calculated
by multiplying 7.5 hours by the number of PLEA members in Unit 4 as of
the beginning of the last pay period in June of the immediately preceding
fiscal year.

The Release Time Bank constitutes a negotiated component of the overall
compensation package established under this Agreement. The value
associated with the Release Time Bank represents compensation that
would otherwise be payable to PLEA members as wages or benefits. The


Release Time Bank is funded through the 7.5-hour per-PLEA-member
compensation allocation described in the Section 1-3(B) introductory
paragraph, which PLEA members elect to allocate to the Release Time
Bank pursuant to PLEA’s Bylaws and by virtue of their membership,
rather than receive as direct wages or benefits. Participation in this
allocation is voluntary and is not a condition of employment.

Unit employees who are not members of PLEA shall not be required to
contribute compensation to the Release Time Bank. The equivalent value
of the compensation allocation attributable to non-members shall instead
be provided to those non-members as additional vacation time as set
forth in Section 1-3(B)(3)(M). The equivalent value for each non-member
shall be calculated on a per-capita basis equal to the 7.5-hour per-
member allocation. Nothing in this section prevents a unit employee,
whether a PLEA member or non-member, from voluntarily donating
vacation leave pursuant to Section 5-6(N). Any such donation shall be
entirely voluntary and shall not be a condition of employment.

b. Authorized Uses
Release Time Bank hours shall be used only for Association Business
activities as defined in Section 1-3(B)(1)(g). PLEA expressly agrees that
these are the authorized and exclusive uses of Release Time Bank hours.
Release Time Bank hours are distinct from and do not include City
Business Time activities under Section 1-3(B)(1)(e), which are separately
funded by the City. PLEA representatives shall accurately document and
report all Bank hours used as provided in Section 1-3(B)(3)(c).

c. Time Reporting, Oversight, and Accountability
PLEA shall maintain written records of all City Business Time and
Release Time Bank hours used, including the date, identity of the
employee, hours used, and the specific City Business Time activity from
Section 1-3(B)(1)(e) or Association Business activity from Section 1-
3(B)(1)(g) for which the time was used. PLEA shall provide the Human
Resources Director or designee a written monthly activity log
documenting the Release Time Bank hours used by Authorized
Representatives and any other representatives drawing from the Bank.

Each Authorized Representative shall also document City Business Time
activities on a monthly basis sufficient to demonstrate compliance with
the City Business Time obligation established in Section 1-3(B)(1)(e).
Other representatives who engage in City Business Time activities under
Section 1-3(B)(2)(a) shall also document on a monthly basis time spent
on those activities. City Business Time documentation shall be submitted
to the Human Resources Director or designee on the same monthly
schedule as the Release Time Bank activity log.

The City retains the right to audit and challenge submitted logs. Any
challenge shall be provided to PLEA in writing, setting forth the factual


basis of the challenge and the City’s proposed resolution. In the event of
disagreement, either party may request to meet and confer on the matter.
Any unresolved dispute shall be processed as a grievance in accordance
with Article 2 of this MOU. No monetary reimbursement shall be required
unless and until the grievance has concluded. Grievance resolution may
include PLEA reimbursing the City for documented Association Business
hours incorrectly classified as City Business Time or time documented
as City Business Time that was not actually spent performing City
Business Time activities within 45 calendar days of final resolution by the
City Manager.

PLEA shall use best efforts to provide at least 24 hours’ advance written
notice to Labor Relations before use of Release Time Bank hours so that
affected chains of command may be notified. In all cases, PLEA shall
provide notice of Bank hours actually used no later than 5 business days
after use. Approval of Release Time Bank hours is subject to
Departmental operational and scheduling factors.

Benefits During Release Time. An Authorized Representative or other
PLEA representative using Release Time Bank hours pursuant to this
MOU will remain in paid status and will continue to receive all insurance
and benefit coverage for which the employee would otherwise be eligible.
Approval of claims made for benefits will be determined on a case-by-
case basis.

d. Excess Hours and Carryover
The total hours donated by the members and employees of Unit 4 will be
considered the maximum number of hours available for the Release Time
Bank. Unused hours from any MOU year will be carried over into the first
year of the next contract.

C. A member of the Executive Board of the Association, or a designated PLEA
representative, will, with the approval of the Police Chief or his designee,
subject to 24 hours written notice in advance, be authorized to engage in
Association related activities during City work hours on a non-paid basis.
Approval for such authorization for more than 2 Executive Officers or Board
members of the Association or designated shift representatives is subject to 48
hours written notice in advance. Approval for use of unpaid time hereunder
shall be subject to Department operational and scheduling factors and
administration control as to usage of such time, but shall not be arbitrarily
withheld. There shall be no use of official paid time for Association related
activities under this paragraph.

D. Upon the Association’s filing of a Third Party Data Sharing Agreement with the
Labor Relations Division, during the term of this Memorandum, upon request,
the City shall furnish to the Association bimonthly at no cost a listing of all unit
members, indicating name, mailing address, phone number, employee ID, and



assignment. The City will also provide a monthly list of employees added that
month to Unit 4.

E. The City shall deduct monthly from the pay warrants of Association members
the regular periodic Association membership dues and/or special assessments
in accordance with Chapter 2, Article XVII (Employer-Employee Relations),
Phoenix City Code and pursuant to the City’s existing dues deduction
authorization form duly completed and signed by the Association member, and
transmit such deductions to the Association on a monthly basis; except,
however, that such deduction shall be made only when an Association
member’s earnings for a pay period are sufficient after other legally required
deductions are made. The City shall, at the request of the Association, make
changes in the amount of the deduction hereunder during the term of this
Memorandum at cost for implementing such change. The City shall not make
dues deductions for unit members on behalf of any other employee organization
as defined in Chapter 2, Article XVII (Employer-Employee Relations), Phoenix
City Code during the term of this Memorandum. The City assumes no liability
on account of any action taken pursuant to this paragraph.

F. The Association is authorized to use mutually agreed upon non-work areas in
City facilities for pick-up by or distribution to unit members of official
Association literature that is not political in nature, abusive of any person or
organization, or disruptive of the department’s operations, it being understood
and agreed, however, that such activity shall not be done during the on-duty
time of any unit member. The Association may, using its own resources, use
the mailboxes at work locations to communicate with unit members. The
association may use Inter-departmental mail to communicate with unit
members on two occasions a year.

G. The Association and the Department will jointly present a 4-hour Employee
Wellness course to recruits who are expected to become sworn police officers.
Immediately following, the Association will be allowed 1 hour to explain the
rights and benefits under the MOU. This time will be allotted prior to reporting
for the first patrol training shift at the offices of the Association. The content of
such information shall not be political in nature, abusive of any person or the
Department or disruptive of the Department’s operation. Curriculum will be
jointly approved with the Training Bureau Division Chief.

H. It is understood by the parties that the benefits granted by this Article shall not
be interpreted or applied as requiring the employer to count as time worked,
any hours or fractions of hours spent outside the unit member’s work shift in
pursuit of benefits provided by this Article. The employer shall count as time
worked any hours or fractions of hours spent within the unit member’s regular
work shift in pursuit of benefits provided by this Article.

I. Any unit representative attending any IRP, DRB, CIRB, DAC, or any other review
board will be allowed to adjust their work schedule by an equal amount of time
spent in the meeting. The adjustment will require the approval of the


representative’s supervisor with operational consideration. Approval will not be
unreasonably withheld.

J. In the interest of encouraging continuing education for unit members, the
department will mail to the Association president the AZ POST calendar and all
other job related seminar notices it receives.

K. Upon written request from the Association, the City will provide specific
information pertinent to a written grievance, arbitration case, or Civil Service
appeal. The City will also provide pertinent collective bargaining information.
This material will be supplied to the Association at no cost.

L. To improve communication and relationships between labor and management,
the Association will be allowed an opportunity to attend one mutually agreed
upon briefing quarterly with each squad to discuss Association business and
issues of mutual concern to labor and management. PLEA will utilize best
efforts to provide advance notice of the briefings it will attend.

M. Non-Member Compensation Equivalent
Because the Release Time Bank described in Section 1-3(B)(3) is funded
through the voluntary compensation allocation of PLEA members, unit
employees who are not members of PLEA shall not contribute to that cost. The
City shall provide each non-member additional vacation time equivalent to the
value of the 7.5-hour per-PLEA-member compensation allocation that each
PLEA member allocates under Section 1-3(B)(3). Unit members who are not
PLEA members at the beginning of the last pay period in June of each year will
receive 7.5 hours of vacation time, in addition to their normal annual accruals,
credited to their vacation leave bank on the second paycheck in July of that
same year. These credits are paid directly by the City and are not deducted from
any Association leave bank. Unit employees who are not Association members
may also voluntarily donate vacation leave to the Release Time Bank pursuant
to Section 5-6(N).

N. As Unit 4’s certified bargaining representative, the Association will be notified
electronically of Critical Incident Review Boards and Disciplinary Review
Boards at the time of scheduling.


Section 1-4: Rights of Unit Members

A. A unit member has the right to have the Association serve as their meet and confer
representative as set forth in Chapter 2, Article XVII (Employer-Employee Relations),
Phoenix City Code.

B. A unit member has the right to be represented by the Association in dealings with the
City concerning grievances and matters pertaining to their individual employment
rights and obligations.



1. If a unit member requests, representation will be allowed when the member is the
subject of an administrative investigation by Professional Standards Bureau, any
Police Department supervisor, or other City employee who is conducting an
investigatory interview. The City will notify the Association who will obtain the most
readily available unit Association representative, who must be a bargaining unit
member. The unit representative will make every reasonable attempt to arrive
within one hour from the time a phone is made available to the unit member.
Management will make a concerted attempt to release the association
representative giving the consideration of the departments’ and the associations’
scheduling concerns. The unit Association representative may make a request for
a caucus prior to, during, or after the interview to bring to the investigator's attention
issues which may be violations of the MOU as set forth in this Memorandum or
questions outside the scope of the N.O.I. Prior to the conclusion of the meeting,
the member, or representative on behalf of the employee, will have the opportunity
to make a closing statement.

The Union representative may assist and consult with the employee, attempt to
clarify the facts or questions asked, and suggest other employees or witnesses
who may have knowledge of the underlying issues. The Union representative may
not turn the meeting into an adversarial proceeding, unduly disrupt the interview,
interfere with the objective of the examination, or compromise the integrity of the
interview. The Union representative may not interrupt the employee’s response to
a question, speak on behalf of the employee, or prevent the employee from
responding to a question. The Union representative also may not behave in a
violent, verbally abusive, insulting, or demeaning manner toward the interviewer.

During the interview, the interviewer may insist that they are only interested in
hearing the employee’s own account of the matter under investigation at that time.
The interviewer may not prohibit the Union representative from engaging in
meaningful representation, including assisting and consulting with the employee.

2. The interview session shall be a reasonable period of time, taking into
consideration the gravity and complexity of the misconduct being investigated.

3. Prior to conducting an administrative interview, the City/Department will consider
the necessity of interviewing a Unit Member who is impaired by alcohol or drugs.
If the City/Department deems an immediate administrative interview is not
necessary, it will/may be scheduled at a later time.

4. At the time of the scheduled interview, or request for a department
memorandum, and receipt of Notice of Investigation, by Professional
Standards Bureau, a Police Department Supervisor, or other City Employee, the
investigator will provide the unit member and / or their representative written
notices of investigation informing the officer of the alleged facts that are the basis
of the investigation and all relevant and readily available materials, including
complaints (except for complaints that are filed with the employer and that include
allegations of unlawful discrimination, harassment or retaliation or complaints that
involve matters under the jurisdiction of the United States equal employment


opportunity commission). Material format may include video, audio, reports,
photographs, documents, and other materials in accordance with A.R.S § 38-
1104(A)(2) in effect during the term of this agreement. Upon the request of either
party, the parties shall meet and confer the impact of any changes to the provisions
of A.R.S § 38-1104(A)(2) during the term of this agreement. All materials will be
made available to the unit member and/or their representative in the draft
investigation prior to the investigative review process (IRP).

For investigations related to critical incidents such as officer involved shootings,
in-custody deaths, and/or police contract that result in serious physical injury or
death, Body Worn Camera (BWC) video will be made available to a unit member
prior to their administrative (PSB) interview if the unit member first completes the
criminal interview process with criminal investigators. The parties understand that
there are inherent limitations to BWCs and memory. They also recognize that the
inability to review BWC video can impact reporting accuracy.

During the course of the administrative investigation, the investigator will not
knowingly misrepresent any fact or material issue to the unit member.

Prior to interviewing an involved employee, an Internal Investigation Material List
form documenting what materials, the investigating supervisor or PSB investigator
provided to the involved employee will be completed.

5. A unit member under investigation, and the association, will be notified in writing
every 3 months as to the current status of the investigation. This will include a brief
description of the number of known witnesses still to be interviewed and other
investigative processes remaining to be completed, as well as an estimated date
of completion.

6. When a draft investigation is provided to a Unit member, it will contain an
explanation of the member’s right to review the investigation within the time period
provided in Ops Order 3.19 before signing the investigative review control form.

7. If changes are made to an investigation after an IRP, the unit member and
representative will be provided with a revised draft of the investigation. The unit
member will have up to 5 business days to review the revised draft, and may attach
a rebuttal, before signing an IRC form.

8. If new information is added, outside what was discussed during the IRP, to the
draft investigation, the member reserves the right to have an additional IRP to
discuss the new information. The additional IRP will only be afforded to specifically
discuss the added information, not to revisit items already discussed in the initial
IRP. The additional IRP will be scheduled and completed within 7 calendar days,
unless mutually agreed upon in writing prior to the deadline.

9. As the certified bargaining unit for all unit 4 members, all finalized investigations
will be provided to the Association monthly.



10. Analyses completed by artificial intelligence systems or programs ("Al") will not be
used as the sole basis for decisions related to Unit employee discipline or officer
assignments.

The City must notify officers, in writing, of the artificial intelligence systems or
programs ("Al") utilized by the City to review or analyze officer data, the specific
data collected and analyzed by these systems, and how any analyses may be
used.

If an "Al" system that is implemented by the department produces clearly faulty or
misleading data that could impact employee assignment or discipline, the
department in consultation with the association, will suspend use of the system.
The City and the association will then reconvene to assess the issue and
determine appropriate next steps.

Artificial intelligence is the simulation of human intelligence processes by
machines, especially computer systems, to perform tasks requiring cognition,
including, but not limited to, learning, reasoning, self­correction, and creativity.

C. A unit member has the right to present their own grievance, in person or by legal
counsel.

D. Unit members are entitled to representation if an overall "Not Met" performance
evaluation is appealed and is at the Executive Level (Assistant Chief or Chief) or when
management has more than one representative at the meeting to discuss the appeal
of the performance evaluation.

E.
1. A unit member covered hereunder shall, on their request and by appointment, be
permitted to examine their departmental or divisional personnel file, in the
presence of an appropriate supervisory official of the Department. The unit
member may be accompanied by another person of their choosing. When a city
directed work fitness/job performance medical evaluation process is completed,
the city agrees to give the city doctor a release to give the information to the
requesting employee.

2. No unit member shall have any adverse comments entered into their departmental
or divisional personnel file without the member being informed by a supervisor. If
the unit member requests, they may receive a copy of the adverse comment.

3. A unit member may, at their discretion, attach rebuttal statements to any material
contained in their departmental or divisional personnel file which may be adverse
in nature.

4. Discipline older than 5 years from the date of issuance will not be considered for
progressive discipline or promotion/transfer purposes except for the following
types of discipline, which may be considered for the duration of employment (and
upon the employee's return to employment, if applicable):


Final sustained discipline of suspension or higher of the following;

• The employee has been abusive or threatening in attitude, language, or
conduct towards fellow employees;
• The employee has solicited or taken for personal use a fee, gift or favor in the
course of the assigned work or in connection with it, which would lead toward
favoritism or the appearance of favoritism or a conflict of interest;
• The employee has intentionally falsified records or documents made, kept, or
maintained for or on behalf of the City of Phoenix;
• The employee has stolen or is in unauthorized possession of City property or
the property of another employee or citizen;
• The employee is under the influence of alcohol or illegal drugs on the job;
• The employee has violated City of Phoenix anti-harassment or anti-
discrimination policies;
• The employee committed a violation of the City's Ethics Policy;
• The employee committed an act of dishonesty;
• The employee committed an act meeting the elements of a felony; or
• The employee has committed a Class 3 violation of use of force.

5. A Supervisory Counseling is a documented warning presented to the employee for
signature. The effective date for any applicable appeal will start from the date that
the employee signs the Counseling.

6. Once a unit member has been disciplined, no further disciplinary action may be
imposed for the same specific allegation during the same incident of misconduct.
If a unit member has received a coaching for the same incident, it may be
considered as a mitigating factor in the final determination of discipline. A unit
member may be subjected to additional discipline if further investigation reveals
additional allegations arising from the same incident.

F. A unit member and Association Representative shall have the right to appear before
the departmental Disciplinary Review Board when disciplinary matters are brought
before the Board involving the unit member.

1. The purpose of such appearance is to give the unit member an opportunity to
respond to the assertions made against them.

2. The Department shall notify the unit member 10 calendar days prior to such
opportunity to respond to the Board. The notification shall contain the date, time,
violation(s) and basis of each violation that has been sustained. In addition, the
unit member, if they choose, may meet with their immediate supervisor along with
the second level supervisor or the unit member’s Bureau/Precinct Commander for
the purpose of discussing the basis of each violation to be reviewed by the DRB.
If the immediate supervisor conducted the investigation, the unit member, if they
choose, may meet with the next supervisor in their chain of command. Such
request shall be made in writing to the unit member’s immediate supervisor. Also,


the unit member, if they choose, may be accompanied by an Association
representative at either meeting.

a) At the IRP meeting, the unit member shall be afforded a reasonable opportunity
to review the written investigation. Realizing that in some cases there may be
information that would be detrimental to the department’s ability to conduct
misconduct investigations, that information may be deleted. However, all other
information will be available for review.

3. The unit member under investigation may request a copy of the DRB information
at no cost. The DRB information will be made available to the unit member or their
representative at the same time the unit member is served with the DRB notice.
Any written or electronic material to be presented by the employee or their
representative to the DRB shall also be given to the department in a reasonable
time. The information will be supplied electronically if possible; if not, it will be
supplied in written form. In addition, the department will supply any audio/video
tapes and computer graphics which have been produced.

4. The unit member may, at their discretion, appear before the Board with an
Association representative of their choosing and may state the reasons why the
proposed action is unjustified. The unit member and their representative may
passively observe all presentations made to the board and all responses made to
questions by board members. The unit member and non-board members will be
excluded from the room during board deliberations.

5. The unit member may submit relevant written matter in support of their position.

6. If the unit member requests, representation will be allowed, consistent with Article
1, Section 1-4(B)(1) of this Memorandum, during Use Of Force Board (UFB)
hearings. A unit Association representative will be allowed to observe all
presentations made to the Board and all responses to questions by Board
members.

a) At least 10 days prior to the convening of the UFB the unit member will be
provided at no cost with a copy of all documentation concerning their
involvement in the matter under investigation that is made available to the UFB
Board members.

b) At the conclusion of the UFB, the Board Chair will verbally advise the unit
member and representative of policies violated that support the
recommendation. The unit member and representative will also be provided a
copy of the UFB recommendation submitted to the Chief within 3 business
days.

c) The Association has the right to meet with the Police Chief, or designee, within
7 business days of the board’s decision, as scheduled by the Police Chief’s
office, to discuss an “out of policy” recommendation by the UFB before a final
decision is rendered.


7. A unit member will be provided written notice of a Loudermill hearing at least 5
working days before the scheduled hearing along with copies of all supporting
documentation. This is to ensure the member will have a meaningful opportunity
to prepare for the hearing. The unit member may submit written information for
the Chief’s consideration in advance of the hearing. At the hearing, the unit
member may present any information the member deems relevant, including one
character witness to provide a statement. The witness will not read written
statements submitted by others.

a) The timeline for written notice of a Loudermill hearing resulting from an arrest
for a felony crime under color of authority will be at the discretion of the Police
Chief.

8. In recognition of the mutual benefit to both the city and the unit member,
suspensions MAY BE served under the following time limits, at the unit member’s
option. Unit members may serve suspensions of more than 40 hours on an
alternating weekly schedule. The city retains the option to deviate from this
provision for suspensions involving sexual harassment, violence in the work place,
felonies, and drugs/alcohol.

G. A unit member under investigation by Professional Standards Bureau or a Police
Department supervisor for a disciplinary matter that may lead to a written reprimand,
suspension, demotion, or discharge, and who is interviewed or interrogated, or
requested to produce any documentation, shall be given a written Notice Of
Investigation (Form 80-58DB) informing them of the specific nature of the
investigation, their status in the investigation, and all known allegations of misconduct
involved in the interview of the unit member. In addition, the unit member and/or the
Police Department supervisor/Professional Standard Bureau representative may
mechanically record such interview/interrogation. Should any mechanical recordings
take place, the department reserves the right to transcribe any such
interview/interrogation for the purpose of verifying the accuracy of the
interview/interrogation and, if requested, the unit member shall sign the transcription
if it is accurate. In the event that the investigator intends to segment the interview or
the interrogation, the NOI will inform the member of the specific nature and all known
allegations pertaining to the portion or portions of the investigation being covered by
the segmented Notice of Investigation.

1. A copy of the signed and dated Notice of Investigation will be given to the unit
member prior to the beginning of the interview. The unit member shall have the
right to retain the NOI for their use throughout the entire course of the interview.

2. The unit member will be provided a copy of all the interview/interrogation in digital
media format.

3. If any unit member is told not to speak to anyone regarding an investigation, this
admonition does not apply to speaking with an attorney functioning within the
attorney-client relationship. In addition, if an accused unit member is told not to


speak to anyone regarding an investigation, this admonition does not apply to
speaking with an Association representative, who may discuss the matter only with
the grievance chairman/Association president or their designated representative.
Once the investigation is completed, any unit member may speak with an
Association representative regarding the incident. When the investigation is
completed, the accused unit member will be notified in writing of the findings. A
unit member under internal or administrative investigation may be reassigned (may
include reassignment to their home), until the completion of the investigation.

4. If during the course of the above mentioned investigation, information is learned
concerning additional misconduct on the part of the unit member being
interviewed, an NOI will be issued to the unit member prior to the unit member
being questioned about the additional misconduct information.

5. Investigations alleging serious misconduct and/or issues of veracity will be
investigated by Professional Standards Bureau (PSB) or other appropriate City
entity.

6. Notification regarding the general nature of a Professional Standards Bureau
(PSB) interview at the time of scheduling will be left at the discretion of the PSB
Commander.

7. If any additional NOI’s are served during the course of a misconduct interview
where a PLEA representative is not present (has not been requested), a break in
the interview of up to 1 hour will be granted (if requested) for the employee to
obtain a PLEA representative.

8. The unit member or the unit member’s representative may make a request to the
Chief, or their designee, in unusual circumstances such as a unit member’s
extended duty or hospitalization, to delay the PSB interview for up to 24 hours after
a critical incident.

9. A unit member will not be terminated for the sole reason of having been served
with an order of protection or injunction against harassment unless that court order
precludes the officer from performing their essential functions, including but not
limited to carrying a firearm; until appeal processes have been exhausted.

H. It is understood by the parties that the benefits granted by this Article, shall not be
interpreted or applied as requiring the employer to count as time worked, any hours
or fractions of hours spent outside the unit member’s work shift in pursuit of benefits
provided by this Article. The employer shall count as time worked any hours or
fractions of hours spent within the unit member’s regular work shift in pursuit of
benefits provided by this Article.

I. The affected employee attending any IRP, DRB, UFB, DAC, Grievance meeting, Civil
Service Appeal, or any other review board while off duty shall be allowed to adjust
their work schedule by an equal amount of time spent in the meeting. The adjustment



will require the approval of the unit member’s supervisor, with operational
considerations. Approval will not be unreasonably withheld.

J. After a separation notice has been signed by the appropriate authorities, and if the
unit member is given the opportunity to resign, the unit member will have 3 hours to
consult with an Association representative.

K. A unit member who receives a written reprimand will be provided a copy of the official
documentation, if any, supporting the written reprimand at the time the unit member
receives the reprimand.

L. If the Driving Analysis Committee sends a case to the DRB for review, the unit member
will receive a copy of the facts supporting the DAC position upon request. Prior to the
DAC review, unless the unit member declines, an IRP will be completed with the unit
member’s commander.

M. In accordance with the terms outlined in Section 1-4.E.4, a unit member seeking an
"at request" transfer will only have discipline of a relevant nature considered in the
determination of the transfer using the following prescribed time frames. The class
will be determined by the finalized PSB investigation.

Written Reprimands: 12 months from date of NOI
Class I Discipline: 12 months from date of NOI
Class II Discipline: 18 months from date of NOI
Class III Discipline: 24 months from date of NOI

N. If an employee is not given their performance evaluation by the annual review date,
the employee may request the merit increase in writing by sending a memorandum
directly to the Human Resources Officer in the Fiscal Management Bureau. If the
performance evaluation is an overall “met,” the request will be processed within 21
calendar days of submittal and will be retroactive to the performance evaluation
annual review date.

O. Unit members will not be excluded from applying and/or competing in a transfer
process based solely on a pending investigation. The investigation is no longer
considered “pending” once the NOF has been served to the member. However, the
transfer process will not be delayed pending the conclusion of the related
investigation. If a unit member is passed over for transfer based on the pending
investigation, he/she may be eligible for the next available opening depending upon
the outcome of the investigation.

P. An association member, or the association at the request of the member, may request
the opportunity to discuss a good-of-the-department transfer decision with the
member's Division Commander. The Division Commander will make him/herself
available, but the transfer action will not be delayed based on this provision. This
provision does not apply to transfers made to adjust staffing levels, reduce staff in a
specific area or other similar operational need.



Q. A unit member or their representative may request the opportunity to discuss and
review a transfer that is the subject of a grievance with the Chief or their designee.
The Chief or their designee shall make themselves available to discuss, but the
transfer action will not be delayed based on this provision. The transfer action could
be delayed or reversed at the discretion of the Chief or their designee. (This
paragraph does not apply to at-request transfers or transfers based on a selection
process).

R. If the City overpays a unit member for any reason, the money will be recovered at the
same rate at which it was paid unless total amount is less than $250.00, at which the
entire amount may be recovered in one lump sum.

S. Progressive Discipline time periods will be based on date of the NOI.


Section 1-5: Prohibition of Strike and Lockouts

A. The Association and the unit members covered by this Memorandum recognize and
agree that rendering of police services to the community cannot under any
circumstances or conditions be withheld, interrupted, or discontinued, and to do so
would endanger the health, safety and welfare of the citizens of the City of Phoenix.

B. The Association pledges to maintain unimpaired municipal services as directed by the
City. Neither the Association, nor any unit member, for any reason, will authorize,
institute, aid, condone or engage in a slowdown, work stoppage, strike, or any other
interference with the work and statutory functions and obligations of the City or the
Department. During the term of this Memorandum neither the City nor its agents for
any reason shall authorize, institute, aid or promote any lockout of unit members
covered by this Memorandum.

C. Should any unit member during the term of this Memorandum, and until such time that
it is expressly and legally rescinded, breach the obligations of Section 1-5B, the City
Manager or his designee shall immediately notify the Association that a prohibited
action is in progress.

D. The Association shall forthwith, through its executive officers and other authorized
representatives, disavow said strike or other prohibited action, and shall notify in
writing all Association members and representatives of their obligation and
responsibility for maintaining compliance with this Article, including their responsibility
to remain at work during any interruption which may be caused or initiated by others.
Copies of such notification shall be delivered to the office of the City Manager. In
addition, the Association shall order all unit members violating this Article to
immediately return to work and cease the strike or other prohibited activity. Such order
shall be delivered both orally and in writing to all unit members violating this Article
with copies of the written order to be delivered to the office of the City Manager.

E. Penalties or sanctions the City may assess against a unit member who violates this
Section shall include, but not be limited to:


1. Discipline up to and including discharge.

2. Loss of all compensation and benefits, including seniority, during the period of such
prohibited activity.

F. Should the Association during the term of this Memorandum and until such time that
it is expressly and legally rescinded, breach its obligations under this Section, it is
agreed that all penalties set forth in Chapter 2, Article XVII (Employer-Employee
Relations), Phoenix City Code, shall be imposed on the Association, in addition to any
other legal and administrative remedies available to the City that in its discretion it may
elect to pursue.

G. Nothing contained herein shall preclude the City from obtaining judicial restraint or
from seeking damages from the Association, in the event of a violation of this Section.



ARTICLE 2: Grievance/Arbitration/Labor Management

Section 2-1: Grievance Procedure

It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the employer to count as time worked, any hours or
fractions of hours spent outside the employee's work shift in pursuit of benefits provided
by this Article. The employer shall count as time worked any hours or fractions of hours
spent within the employee's regular work shift in pursuit of benefits provided by this
Article.

A. Informal Resolution

1. As a matter of good labor-management relations, unit members who believe that
they have a bona fide grievance will discuss and attempt to resolve it with the
appropriate lowest level of supervision.

2. If the above informal discussion is held and does not resolve the grievance, the
unit member may file a formal grievance in accordance with the following
procedure.

B. Definition of Grievance

1. A grievance is a written allegation by a unit member, submitted as herein specified,
claiming violation(s) regarding the specific express terms of this Memorandum for
which there is no other specific and formal method of review. However, disputes
specifically excluded in other Articles of this Agreement from the Grievance and
Arbitration procedure shall not be construed as within the definition set forth above
and shall not be handled in accordance with this procedure. It is agreed that such

excluded disputes are not grievable or arbitrable under the terms of this Article or
under this contract.

2. The City continues to retain the format used for grievances, including forms,
technology, etc.

3. A grievance which does not meet the requirements set forth in this Article shall be
null and void, and will not be processed in accordance with this procedure.

4. The City is not under any obligation to accept grievances where the City Manager
has previously decided on the same fact pattern.

C. Procedure

All grievances covered by this Article shall be handled exclusively in the following
manner:

A grievance must be reduced to writing, citing the specific Article and Section of this
Memorandum alleged to have been violated.

1. Step 1

The unit member shall reduce the grievance to writing by signing and completing
the grievance form provided by the City and submit it to the
Commander/Administrator, or designee, within 14 calendar days of the initial
commencement of the occurrence being grieved.

The Commander/Administrator, or designee, may investigate, further consider,
and discuss the grievance with the grievant and the grievant's representative, if
any, as deemed appropriate, and shall, within 14 calendar days of having received
the written grievance, submit a response thereto in writing to the grievant. The
parties by written mutual agreement may move the grievance to Step 2 of the
grievance procedure.

2. Step 2

If the written response of the Step 1 does not result in a resolution of the grievance,
the grievant may appeal the grievance by signing and completing the City form
and presenting it to the division head, or designee within 14 calendar days of the
grievant's receipt of the Step 1 response.

The division head, or designee, may further consider and discuss the grievance
with the grievant and the grievant's representative, if any, as deemed appropriate,
and shall, within 14 calendar days of having received the written grievance, submit
a response thereto in writing to the grievant. The parties by written agreement
may move the grievance to Step 3 of the grievance procedure.

3. Step 2.5


After the Step 2 response, but prior to review by the Grievance Committee, the
parties involved may mutually agree to submit the grievance to Labor Relations.
The grievance, as originally written and Step 1 and Step 2 responses, must be
submitted to Labor Relations within 14 calendar days of receipt of the Step 2
response. Labor Relations shall, within 14 calendar days of the receipt of the
grievance, meet with the department head, or designee, and the grievant and the
grievant's representative, if any, in an attempt to resolve the grievance. Labor
Relations shall then submit a written response to all parties within 14 calendar days
of the meeting.

4. Step 3

a) If the written response of the Step 2 (or 2.5 if applicable) does not result in a
resolution of the grievance, the grievant may, within 14 calendar days of the
Step 2 response, appeal the grievance by signing and completing the City form
and presenting it to Labor Relations. A Grievance Committee hearing will be
scheduled at which the grievant shall be afforded the opportunity to fully
present his position and to be represented.

The Grievance Committee shall be composed of:

Chairman – A member of the City Manager’s Office designated by the City
Manager.
Member – A City department head on a rotating schedule.
Member – The President of another union, other than the Grievant’s,
representing employees with the City of Phoenix.

The Grievance Committee shall submit findings and advisory
recommendation(s) to the City Manager. The City Manager shall make the
final determination of the grievance and submit it in writing to the grievant
and his designated representative.

b) If the grievant so elects in writing within the above time limit, in lieu of such
hearing the grievance may be reviewed by an arbitrator. The parties, or their
designated representatives, shall agree on an arbitrator, and if they are unable
to agree on an arbitrator within a reasonable time, either party may request the
Federal Mediation and Conciliation Service to submit to them a list of 7
arbitrators who have had experience in the public sector. The parties shall,
within 7 calendar days of the receipt of said list, select the arbitrator by
alternately striking names from said list until one name remains. Such person
shall then become the arbitrator. The arbitrator so selected shall hold a hearing
as expeditiously as possible at a time and place convenient to the parties, and
shall be bound by the following:

I. The arbitrator shall be bound by the language of this Memorandum and
departmental rules and regulations consistent therewith in considering any
issue properly before him/her.


II. The arbitrator shall expressly confine him/herself to the precise issues
submitted to him/her and shall have no authority to consider any other issue
not so submitted to him/her.

III. The arbitrator shall be bound by applicable State and City law.

IV. The cost of the arbitrator and any other mutually incurred costs shall be
borne equally by the parties.

The arbitrator shall submit findings and advisory recommendations to the City
Manager. The City Manager shall make the final determination of the grievance
and submit it in writing to the grievant and his designated representative.

D. Time Limits

Failure of City Management representatives to comply with time limits specified in
Paragraph C shall entitle the grievant to appeal to the next level of review; and failure
of the grievant to comply with said time limits shall constitute abandonment of the
grievance; except however, that the parties may extend time limits by mutual written
agreement in advance of the deadline.

E. Union Grievance

The Union may, in its own name, file a grievance that alleges violation by the City of
the rights accorded to the Union by the specific terms of Article 1-3 of this
Memorandum. The Union shall file such grievance at Step 3 of this Procedure.

F. Group Grievance

When more than one unit member claims the same violation of the same rights
allegedly accorded by this Memorandum, and such claims arise at substantially the
same time and out of the same circumstances, a single group grievance may be filed
in the name of all such members. Such group grievances shall be filed at the Step of
this Procedure which provides the lowest level of common supervision having
authority over all named Grievants. Each unit member that is a party Grievant must
be named in such group grievance.

G. Employer Grievances

Should they occur as a result of official Union activities or actions, including the failure
to act as required under the terms of this Memorandum, employer grievances will be
presented directly to the Union president or any officer of the Union within 14 days of
the occurrence prompting the grievance. The president, or designee, shall in each
case provide a written answer within 14 days from receipt of the grievance.
Unresolved employer grievances may be submitted to arbitration pursuant to Step 3
so long as the City pays the cost of the arbitrator.



Section 2-2: Labor-Management Committee

A. There shall be a Labor-Management Committee consisting of up to 6 representatives
of the Association and up to 6 representatives of the Department and City. The
purpose of the Committee is to facilitate improved Labor-Management relationships
by providing an informal forum for the free exchange of views and discussions of
mutual concerns and problems as distinguished from meeting and conferring.

B. The Committee shall meet as needed by union request, quarterly at mutually
scheduled times. Parties may mutually agree to meet more frequently.

C. Representatives of the Association on the Committee who are unit members shall not
lose pay or benefits for meetings mutually scheduled during their duty time up to a
maximum of 3 hours per unit member per meeting.

D. It is understood by the parties that the benefits granted by this Section shall not be
interpreted or applied as requiring the employer to count as time worked, any hours
or fractions of hours spent outside the unit member’s work shift in pursuit of benefits
provided by this Section. The employer shall count as time worked any hours or
fractions of hours spent within the unit member’s regular work shift in pursuit of
benefits provided by this Article.

E. For a unit member whose regular shift is other than Shift 1, there will be flexibility in
changing his normal work hours for the purposes of attending official Labor-
Management meetings called by or with the concurrence of City management or the
Police Chief or designee.

F. There shall be a Labor Management Committee established during the 2026-28
MOU to discuss the implementation of a citywide labor management system for
payroll/time and attendance related functions and the potential impact on
employees.


Section 2-3: Resolving General Complaints

In the spirit of continually developing good labor-management relations all parties are
encouraged to address general complaints at the lowest level of management in attempt
to seek resolution before escalating issues up the chain of command.



ARTICLE 3: Compensation/Wages

Section 3-1: Wages

A. In year one of this agreement, Unit 4 employees will receive:

• A 2.0% base wage increase, effective the first full pay period in July 2026.
• A non-continuous payment of $500 for each full-time unit employee to be
paid out on the first full pay period in July 2026.
• A non-continuous payment equal to 1.0% of base wage for each full-time
employee to be paid out on the first full pay period in August 2026.

B. In year two of this agreement, Unit 4 employees will receive:

• A 0.50% base wage increase, effective the first full pay period in July
2027.
• A non-continuous payment equal to 1.5% of base wage for each full-time
employee to be paid out on the first full pay period in August 2027.

C. During each year of this agreement, all unit employees who are eligible for merit
increases will be advanced one step in the pay grade in accordance with the
provisions of the Pay Ordinance.

D. Unit members assigned to the Air Support Unit, and who have achieved and
maintained the qualification level of Pilot in Command, shall be placed at step one of
Police Officer*Pilot, Job Code 62211, in the pay schedule outlined in Attachment C.

E. Unit members assigned to the Air Support Unit, and who have achieved and
maintained the qualification level of Rescue Qualified Pilot or PC12 Qualified Pilot,
shall be placed at step one for Police Officer*Rescue Pilot, Job Code 62212, in the
pay schedule outlined in Attachment C.

F. Unit members assigned to the Air Support Unit, and who have achieved and
maintained the qualification level of Unit Certified Flight Instructor, shall be placed at
step one of Police Officer*Flight Instr, Job Code 62213, in the pay schedule outlined
in Attachment C.

G. A unit member assigned to the Air Support Unit, and who has achieved and
maintained the qualification level of Chief Pilot, shall be placed at step one of Police
Officer*Chief Pilot, Job Code 62214, in the pay schedule outlined in Attachment C.

H. Unit members assigned to one of the four described Air Support assignments may
only qualify for and receive pay for one pay step at a time. Example: A unit member
qualified as a Unit Certified Flight Instructor and receiving pay at pay step one of Job
Code 62213 shall not receive the premium pay for any other pay step the unit member
may also qualify for.

I. Unit members designated as Team Leaders on SAU squads will receive an additional
5% base hourly rate of pay while assigned to this position.

J. It is understood that for implementation purposes, the practice of rounding of fractional
cents shall be done in accordance with accepted mathematical and accounting
principles.


K. When a conflict arises between the Pay Schedule attached hereto as Appendices and
the Pay Ordinance due to mathematical, typographical, or printing error, the Pay
Ordinance shall be the controlling authority.

L. It is the intent of the parties to permanently move the effective date of any wage
increase to the start of the first pay period in July.

M. Lateral Pay:

A lateral Police Officer will be placed into the pay step one below where a City of
Phoenix Officer would be placed with the same time in service. (I.E. 5-year lateral
officer would be placed in step 4.)

A Federal Law Enforcement Officer will be placed into the pay step two below
where a City of Phoenix Officer would be placed with the same time in service.
(I.E. 5-year federal law enforcement officer would be placed in step 3.)

N. The Human Resources Class & Comp Division will be available to meet monthly
with Unit 4 leadership during the term of the contract to discuss issues related
to classifications and grade allocations.


Section 3-2: Productivity Enhancement Pay

In recognition of dedicated public service and overall performance, the City agrees to
implement the following Productivity Enhancement Pay formula for unit members:

A. Pay Benefit:

1. In December 2026, June 2027, December 2027, and June 2028, a unit employee
who has completed at least 7 years of continuous full-time service and who meets
the additional qualifications specified in this Article shall receive $80, pro-rated and
included each pay period in the qualifying unit member’s regular pay check, for
each full year of continuous full-time service in excess of 6 years, up to a semi-
annual maximum of $1,040, annual maximum of $2,080 at 20 years.

2. In December 2026, June 2027, December 2027, and June 2028, a unit employee
at 20 years and one day of continuous full-time service shall receive $125, pro-
rated and included each pay period in the qualifying unit member’s regular pay
check, for each full year of continuous service in excess of 6 years, up to a semi-
annual maximum of $2,000, annual maximum of $4,000 at 22 years or more.

B. Qualifications:

1. A unit member must have completed at least 1 year of continuous full-time service
at the top step in his classification. Employees in step 8 as of July 8, 2002 will
receive Productivity Enhancement Pay when they reach one year at step 8 and


maintain their Productivity Enhancement Pay eligibility when they move to step 9.
Employees in step 7 or below as of July 8, 2002 will be required to complete one
year at step 9 to be eligible for Productivity Enhancement Pay.

2. A unit member must have completed 7 years of continuous full-time service. A unit
member who has continuous, full time City service in another classification(s) may
apply that time to the 7 year requirement.

3. A unit member must have achieved the overall performance rating of meets
standards or better on his latest scheduled performance evaluation on file in the
Human Resources Department.

4. A unit member who receives a less than meets standards rating may appeal that
rating by memo through his chain of command to the Police Chief. A unit member’s
eligibility shall be reinstated once the unit member receives a scheduled or
unscheduled performance rating that meets standards.

5. A unit member must be on full-time active status. A unit member on industrial leave
shall qualify for this payment for only the first year of the industrial leave. However,
the entire period of industrial leave shall qualify as continuous service when the
unit member returns to active employment.

C. Terms of Payment:

1. The City will make adjustments to an employee’s Productivity Enhancement
payment within 30 days of the qualifying date.


Section 3-3: Training Pay

A. Field Training Officers (FTOs) whom the department selects to conduct department-
approved officer field training; will receive an additional 6% of their base hourly rate of
pay for every day they are assigned to an officially authorized field training position.

B. Field Training Officers who train in place or unit member assigned to train an O.I.T. in
traffic/DUI enforcement will receive 6% base hourly rate of pay for every day the unit
member actually trains.

C. Unit members assigned to the Canine Unit, who have achieved and maintain the
qualifications for the position of Canine Unit Trainer, will receive an additional 5% of
their base hourly rate of pay for every day they are assigned to an officially authorized
Canine Unit Trainer Position. The following is a list of requirements to receive payment
as a Canine Unit Trainer:

1. The unit member must be, or be designated by the Department to become,
certified by an outside association to train police service dogs. The certifications
include patrol, narcotics detection and/or explosive detection.



2. Training being provided must include basic level training for canines and handlers
assigned to the unit. This section is not meant to include a canine handler training
only his or her assigned canine; it is meant for those who provide basic and in
service training to other canine teams in the unit.

3. An officially authorized Canine Unit Trainer Position must include responsibility for
proper written evaluation of each canine and handler being trained.

D. Detectives selected by the department to conduct department-approved new
detective or civilian investigator training will receive an additional 5% of their base
rate of pay for every day they perform such training.

E. Officers selected by the department to mentor and evaluate newly assigned
special assignments bureau members will receive an additional 5% of their base
rate of pay for every day the new member is under their mentorship.


Section 3-4: Compensation for Interpreting and Translation by Sworn Police
Officers

A. Purpose

1. This regulation is written to provide guidelines for adjusting the compensation of
sworn police officers who are authorized and required by a sworn police supervisor
to utilize a language other than English, including sign language, to conduct an
official Police Department function or activity.

2. This compensation shall be for police-related functions or activities in which the
unit member is called upon to interpret in addition to their normal assigned duties.

B. Payment Authorization

Compensation provided for by this regulation shall be given only when approved by a
sworn police supervisor prior to the actual interpretation or translation.

C. Performance Activities Approved for Special Compensation

1. Verbal interpretation, in excess of 7 consecutive minutes per occurrence, while
conducting any assigned formal police function or activity.

2. Written translation, in excess of 7 consecutive minutes per occurrence, while
conducting any assigned formal police function or activity.

3. Signing interpretation and translation, in excess of 7 consecutive minutes per
occurrence, while conducting any assigned formal police function or activity.

D. Compensation



A unit member who meets linguistic skills qualifications, as determined by a
management review panel, or in the case of sign language determined by presenting
certification recognized by the Arizona Commission for the Deaf and Hard of Hearing
(ACDHH), shall be paid a premium of $10.00 per hour calculated to the nearest 1/4
hour, in addition to his base hourly rate, for each hour he is engaged in assigned and
authorized interpretation, translation, or signing activities.

Consistent with Section 5-10, 3 of this Memorandum and A.R. 2.51, employees are
eligible to use the seminar and professional membership portion of their
reimbursement benefit for the ACDHH certification.

E. Supervisory Authorization

Authorization must be provided by a sworn police supervisor in each case. Written
notification which includes a listing of the specific time periods for which the premium
payment is sought along with signatures of the unit member and the appropriate
supervisor should be forwarded to the Police Department’s Fiscal Management
Bureau before the end of the pay period in which the additional duty occurred.


Section 3-5: Overtime

A. Overtime is defined as time assigned and worked beyond the regularly scheduled 40
hour work week or 8 hour work shift, or 10 hour work shift if a 4 day work week is
implemented. Duly authorized paid leave shall be considered as time worked for
purposes of the regularly scheduled work week. This provision shall not apply to
unpaid leave.

B. Overtime shall be worked and shall be allowed if assigned by the Police Chief or his
designees. Positions which are normally filled by Unit 4 personnel may only be
filled by another member of Unit 4. Under no circumstances will a non-Unit 4-
member cover a scheduled or unscheduled patrol shift vacancy. This section
does not apply to any special events, off duty employment, training or
instruction, or situations that require an immediate response to a threat to
public safety.

C. Overtime work will be compensated in either cash or compensation time at 1-1/2 times
the regular rate of pay after the first 7 minutes assigned and worked beyond the end
of the unit member’s regularly scheduled shift, calculated to the nearest 1/4 hour.

D. A unit member may, subject to approval of his non-unit supervisor based on
considerations of departmental scheduling and operations factors, request to use
overtime as compensatory time subject to the limitation of 300 hours on the
accumulation of compensatory time. Use of compensatory time shall be subject to
advance approval of the non-unit supervisor. If a unit member submits overtime
requests that are in excess of 300 hours, he will be paid the difference.




E. Unit members may contribute accrued compensatory time to other employees in
accordance with City policy governing contributions of leave for serious illness of an
employee or their immediate family member.

F. A unit member may be paid for accumulated compensatory time by submitting a
memorandum to the Fiscal Bureau requesting payment for any portion of the
compensatory time. This may be done at any time upon the unit member’s request,
and such payment will be made in the pay period following receipt of the memorandum
by the Fiscal Bureau.

G. At the direction of the immediate supervisor in each case, a unit member shall be
entitled to overtime in accordance with Article 3, Section 3-6 hereof, while he is being
evaluated by the authorized and designated City physician for return to work at times
he is not scheduled to be on duty nor is on paid leave or disability benefit status, based
on actual check-in and check-out time recorded by Health Center staff. This time shall
not qualify for the guaranteed minimum overtime provision contained in Section 3-8,
but shall be compensated at a minimum of 1 hour at 1-1/2. No unit member shall be
compensated for other than the supervisor directed evaluation(s) by the City physician
for return to work.

H. After 4 consecutive hours of overtime, a unit member shall be entitled to a paid meal
break of 1/2 hour, but in no event shall a unit member be entitled to more than one
such meal break for every 8 consecutive hours of overtime.

For a unit member participating in the 4/10 schedule, this provision shall mean that
before a unit member is entitled to a second 1/2 hour paid meal break, he shall have
worked on an overtime basis for a minimum of 4 hours beyond the end of his regularly
scheduled 10 hour work shift.

I. If work demands preclude a unit member from taking a meal period, the unit member
will be paid an additional 30 minutes at the straight time rate. This benefit shall apply
only if the interruption occurs during the first 30 minutes of the meal period.

J. When a unit member is off duty and is contacted by telephone by his supervisor
because of the unit member’s official duties, for purposes other than call-out, or a
supervisor approves of the making or receiving of the call, the unit member will be
paid a minimum of 15 minutes at time and one-half his regular rate of pay when any
combination of calls equals 7 minutes or more. If the call extends past this minimum,
the overtime will be calculated to the nearest 1/4 hour. He will not receive overtime for
additional duty-related calls received during this compensation period.

K. A unit member on industrial leave and assigned to his home will be considered to have
the same duty hours and N-days, up to a 7 calendar day period, as the squad he was
on when the injury/illness occurred. After the 7 days, he may be reassigned to new
duty hours and/or N-days.

L. A unit member who scheduled a leave day 30 calendar days in advance through his
immediate non-unit supervisor in accordance with departmental policy and who


subsequently is placed on court stand-by, or is required to appear in court will, by his
choice, receive overtime pay in accordance with this Section and Section 3-7 and/or
Section 3-8, in addition to the leave day.

M. A unit member who scheduled a leave day but failed to do so within 30 calendar days
in advance, and who is placed on stand-by or called to court, will receive overtime pay
in accordance with this Article and Section 3-7. However, the number of leave hours
taken will be reduced by the number of overtime hours paid. Court stand-by hours do
not apply to this provision.


Section 3-6: Court Time Overtime

A. When court time constitutes overtime, a unit member shall be entitled to overtime
compensation/minimum call-out pay consistent with Section 3-8 of this Memorandum.

1. Court time overtime shall be continuous time compensated consistent with Section
3-6, subsection C.

2. No cost parking will be provided for unit members who are called to testify or
appear at any City of Phoenix Municipal Court facility for any official police
department business, whether on or off-duty.

3. If performed virtual, the unit employee must report to a Phoenix Police facility to
be eligible for Court Time Overtime. If performed at a location of the unit
employee’s discretion, other than a work location, the unit member will be paid a
minimum of 15 minutes at time and one-half his regular rate of pay when any
combination of calls equals 7 minutes or more. If the call extends past this
minimum, the overtime will be calculated to the nearest 1/4 hour. The unit
employee will not receive overtime for additional duty-related calls received during
this compensation period.

B. For purposes of this Article the term Court shall be defined as including Federal District
Court; Superior Court, State of Arizona; City Court, City of Phoenix, State of Arizona;
Municipal Courts in Maricopa County; Justice Court; Federal, State, County Grand
Juries; Motor Vehicle Department hearings, and Prosecutorial and Defense
interviews. It is understood that this Article shall not apply to administrative hearings
including but not limited to arbitration hearings pursuant to the MOU, Civil Service
Board hearings, PERB hearings, and hearings pursuant to the A.R. 2.61 grievance
procedure.

C. After a unit member verifies his need to appear in court to testify concerning the
performance of his official duties at a time other than his regularly scheduled tour of
duty, and he is notified less than 12 hours in advance of the scheduled appearance
time that he need not appear, the unit member will receive 2 hours of pay at 1-1/2
times his base hourly rate of pay.




Section 3-7: Call-Out Pay

A. A unit member called back because of his own negligence, whether in the proper care
and use of City equipment, or for his failure to complete official reports prior to securing
for the day, shall be paid for such call- back consistent with Section 3-6, subsection
C, provided, however, the unit member shall not be eligible for the 3 hour guaranteed
minimum pursuant to this Article. If a claim of negligence is disputed, it may become
subject to the grievance procedure herein.

B. Anytime that a unit member is called back after leaving City facilities at a time other
than his regularly assigned shift, the unit member will receive a minimum of 3 hours
pay at time and one-half the unit member’s base pay calculated to the nearest 1/4
hour, except that a unit member shall not be eligible for additional compensation
during that three hour period.

Compensation to a unit member who is called out at times other than his regularly
scheduled shift will begin at the time the unit member is notified. The compensation
will continue up to 30 minutes beyond the completion of the duties for which the unit
member was called out, or until the member returns to his residence, whichever is
first. Where applicable, the travel time shall be paid only if the total work and allowed
travel time exceed the minimum call out guarantee. Travel time shall not apply when
a unit member is working overtime planned in advance.

C. A unit member beginning an overtime period within 3 hours or less prior to the regularly
scheduled duty reporting time, will be compensated from the time the overtime period
begins to the time he is scheduled to report for duty except that a unit member shall
not be eligible for additional compensation during that period.

D. Holdover time, i.e., being held over on shift (no break in duty exceeding 15 minutes)
will be compensated for actual time spent in accordance with Section 3-6, subsection
C.


Section 3-8: Out-of-Rank Pay

A. A unit member who is temporarily required to serve in a regular authorized position in
a supervisory classification, (e.g., sergeant), shall be compensated at the higher rate
of pay in accordance with the following:

B. To be eligible for the additional compensation, the unit member must first accumulate
10 regular working shifts of assignment in the higher rank within any 12 month period;
satisfactory performance during a previous appointment to the higher rank will be
credited to the qualifying period. The days of out-of-rank assignment need not
necessarily be consecutive. Once this qualification is satisfied, no additional re-
qualification will be required. All shifts worked beyond the 10th shift in the supervisory
classification will be subject to the higher rate of pay.




C. Temporary assignments out-of-rank shall be recorded only in full shift units. A unit
member working out-of-rank for less than 1 full shift will not be credited with working
out-of-rank service time.

D. To qualify for out-of-rank pay, a unit member must be assuming substantially the full
range of duties and responsibilities of the higher level position. Out-of-rank pay is not
authorized, for example, if the organization of a work unit is such that each unit
member carries on his normal duties during the temporary absence of a supervisor,
without a need for the direction which the supervisor would provide on a longer term
basis.

E. Time worked in a higher rank shall not earn credits toward the completion of
probationary requirements in the higher rank.

F. A unit member who has qualified under these provisions shall be compensated at the
minimum rate established for the higher rank for all shifts worked beyond the 10th shift
served in the higher rank. In the event of overlapping salary ranges, a one-step
differential shall be paid for out-of-rank assignments. The higher rate of pay shall be
used in computing overtime when authorized overtime is served in out-of-rank work
assignments; the overtime rate shall be the rate established by the overtime
regulations that apply to the higher rank.


Section 3-9: Sick Leave Conversion at Retirement

Effective at the beginning of the first pay period in July, 1992, the following benefits shall
apply:

A. Definitions:

1. Qualifying hours - the minimum number of accrued and unused sick leave credits
existing on the last day of service prior to retirement, which are necessary before
a unit member can participate in the benefit program.

2. Base number of hours or base hours - the number of hours of accrued and unused
sick leave credits which are uncompensated under this Article and above which
the City will compensate the unit member.

3. Base hourly wage - the base hourly rate of pay being paid at the time of retirement
to the retiring unit member who qualifies for participation in this benefit program.

B. Benefit and Eligibility:

1. A member that has between 1 – 899 hours of sick leave remaining in their sick
leave bank at the time of retirement, shall be eligible for payment of 100% their
base wage for 50% of their hours accrued.




2. A member who has accumulated a minimum of 900 – 1,285 hours of unused sick
leave at the time of retirement, shall be eligible for payment of 100% their base
hourly rate for 65% of their remaining sick hours.

3. A member who has accumulated a minimum of 1,286 – 1,713 hours of unused sick
leave at the time of retirement, shall be eligible for payment of 100% their base
wage for 80% of their remaining sick hours.

4. A member who has accumulated a minimum of 1,714 hours of unused sick leave
at the time of retirement, shall be eligible for payment of 100% their base wage for
100% of their remaining sick hours.

5. A unit member who has accrued 1,286 hours or more of unused sick leave may
elect to have 150 hours of sick leave paid out at the member’s hourly rate in one
lump sum. A unit member may only elect to exercise this benefit 3 times in their
career, and not more than 1 time in a fiscal year. Eligible employees may elect to
buy back their hours between July 1 and the last pay period in January each fiscal
year.

6. The payments described in numbers 1 through 5 above are not considered Final
Average Salary for purposes of pension calculations.

C. Administration:

1. At the time of retirement, the City’s Employee Benefits Division, or such other
individual or agency as the City may designate, shall determine the unit member’s
eligibility and the amount of unused sick leave to be compensated.

2. The unit member shall verify in writing the computations of the Employee Benefits
Division.

3. In the event a unit member’s eligibility for participation or the amount of
compensation is disputed, then the dispute shall be submitted to the City Auditor
for binding resolution.


Section 3-10: Sick Leave Payout

All accumulated sick leave hours on the city's official file at the time of the member's death
will be paid. Payment will be based upon the member's base hourly rate at the time of
death.


Section 3-11: Night Shift Differential/Weekend Shift Differential

A. A unit member shall receive $2.00 per hour in addition to his base hourly rate of pay
when working a night shift or any portions of a night shift which ends at or after 10:00
PM.


B. A unit member shall receive night shift pay differential only for hours scheduled and
worked, and not while on paid leave time.

C. A unit member who is called out and works between the hours of 10:00 PM and 6:00
AM will be paid night shift differential for all hours worked at the rate specified in this
Article. If a unit member was called out while on a stand-by status, he will not receive
night shift differential.

D. A unit member shall receive $1.00 per hour in addition to his base hourly rate of pay
and any other shift differential or any other premium pay he may be receiving for
working a weekend shift. A designated weekend shift is defined as any shift that starts
on or after 2:00 PM on Friday, and continuing through any shift that starts on or before,
but not after 11:59 PM on Sunday.

1. A unit member shall receive weekend shift pay differential only for hours scheduled
and worked, and not while on paid leave.

2. A unit member who is called out and works between 2:00 PM on Friday and 11:59
PM on Sunday will be paid weekend shift differential for all hours worked at the
rate specified in this Article. If a unit member was called out while on stand-by
status, he will not receive weekend shift differential.


Section 3-12: Stand-By Pay

A. When a unit member is required and assigned to be available for immediate
emergency call-out at times that they are not otherwise on duty and the unit member
complies with departmental regulations incident thereto, the unit member shall be
compensated as follows: $100.00 on the unit member’s non-work day and $80.00 on
a workday.

B. When management determines it is necessary to provide call-out service, stand-by
assignments will be maintained by any detail in the department.


Section 3-13: Court Time Standby Pay

A. When a unit member receives a subpoena or other notice requiring him to stand-by to
appear in court to testify concerning the performance of his official duties at a time
other than his regularly scheduled tour of duty, and he was not notified 12 hours or
more in advance of the court appearance that he need not stand-by, he shall be
entitled to a minimum of 2 hours of pay at 1-1/2 times his base hourly rate of pay for
court dockets scheduled before 1200 hours, and an additional minimum of 2 hours of
pay at 1-1/2 times his base hourly rate of pay for court dockets scheduled after 1200
hours, for each day the subject court proceeding is in session and the Unit member is
subject to call, providing the provisions of subsection B hereof are satisfied. If a unit



member is required to remain on stand-by after 1200 hours, the unit member shall
receive an additional 1 hour of pay at 1-1/2 times his base hourly rate of pay.

If call-out occurs before the expiration of stand-by pay, then stand-by status shall
continue until the occurrence of either (a) the expiration of stand-by pay; or (b) arrival
at the duty location or participation in virtual appearance begin. Call-out pay and
stand-by pay shall not be permitted to overlap resulting in the compounding of
compensation.

B. If a unit member fails to exercise his responsibility to contact the appropriate
representative of the court or a party 16 hours or less before the time indicated on the
subpoena to determine the continued need for him to stand-by, he is not eligible for
any stand-by pay.

C. For the purpose of this Memorandum, subpoena refers to a subpoena duly issued by
a court or the Arizona Motor Vehicle Department.

D. For purposes of this Article the term Court shall be defined as including Federal District
Court; Superior Court, State of Arizona; City Court, City of Phoenix, State of Arizona;
Municipal Courts in Maricopa County; Justice Court; Federal, State, County Grand
Juries; Motor Vehicle Department hearings; Mental Health Court; and Prosecutorial
and Defense interviews. It is understood that this Article shall not apply to
administrative hearings including but not limited to arbitration hearings pursuant to the
MOU, Civil Service Board hearings, PERB hearings, and hearings pursuant to the
A.R. 2.61 grievance procedure.


Section 3-14: Off-Duty Employment

A. The Department agrees to maintain a list of unit members who are interested in off-
duty work for use in making job referrals, provided the unit member has received prior
approval to engage in off-duty employment from the immediate supervisor.

B. Off-duty employment shall be governed by the rules and regulations of the Phoenix
Police Department. Should the Department contemplate any changes in these rules
and regulations during the term of this Memorandum, it shall meet and consult with
the Association on such changes in the Labor-Management Committee prior to
implementation.

C. The Police Chief agrees to eliminate the limitation of the number of off-duty work hours
permitted. However, the Department reserves the right to take appropriate action in
the event that a unit member’s wellness, welfare, or performance is adversely
affected.

D. A unit member who works off duty in a police function for a City-sponsored event or
project, and is paid through City payroll, will be compensated at time and one-half his
regular rate of pay for all time worked.



Section 3-15: Jury Duty

When a unit member is called upon to serve as a juror in any court action, he will be
allowed leave from his duties without loss of pay for the time required for his service.


Section 3-16: Deferred Compensation and Defined Contribution Plans

A. The City’s contribution to DCP will continue at 2.56%.

B. At the employee’s separation, for either retirement or exiting the Deferred Retirement
Options Program, the employee’s sick leave payout amounts will be automatically
contributed into the City’s 401(a) plan. Any excess amount over the Internal Revenue
Code 401(a) plan contribution maximum limits will be automatically contributed into
the City’s 457(b) plan. Any portion of the excess amount that cannot be contributed to
the 457(b) plan because of Internal Revenue Code 457(b) plan contribution maximum
limits will be paid as taxable income. The 401(a) Plan document as approved by the
Deferred Compensation Board will be the governing document.


Section 3-17: Non-Direct Payment of Compensation or Benefits

Various sections of this Memorandum contain a form of compensation, wages, or benefits
that have been negotiated in good faith and may or may not provide a direct payment of
wages or other benefit to each member. Those forms of compensation, wages, or
benefits that do not provide a direct payment to each unit member have been negotiated
in place of a direct payment and costed as part of the overall economic package.
Examples include: life insurance, long term disability insurance, leave payouts, etc.


Section 3-18: Drug Recognition Expert Premium Pay

Department qualified/certified Drug Recognition Experts (DRE) who are current in all
training and requirements set forth in police, and have completed all necessary training,
shall be paid a premium of $15.00 per hour, calculated to the nearest ¼ hour, in addition
to their base hourly rate, for each hour they are engaged in DRE activities.


Section 3-19: Phlebotomist Premium Pay

Department qualified/certified phlebotomists who are current in all training and
requirements set forth in police, and have completed all necessary training, shall be paid
a premium of $15.00 per hour, calculated to the nearest ¼ hour, in addition to their base
hourly rate, for each hour they are engaged in phlebotomy activities.




ARTICLE 4: Hours of Work/Working Conditions

Section 4-1: Work Schedules

A. The regular duty hours for a unit member shall be 5 consecutive shifts of 8 hours in a
7 calendar day work week. These 5 consecutive shifts will be preceded and followed
by 2 “N” days. If, by reason of transfer, a unit member’s “N” days are changed, the
provisions of this section pertaining to “N” days shall not apply. The 8 duty hours per
shift shall be consecutive and may include any “briefing time” and shall include a meal
period of 40 minutes. When work demands permit, with a supervisor’s approval, a unit
member may combine this 40 minute meal period with one of his 15 minute rest
periods described under Subsection F of this Article to achieve a 55 minute meal
period. This shall also apply to a unit member working a 4/10 schedule. At times, the
department may have operational needs which necessitate a change in current work
schedules. The department shall give a unit member a minimum 7 day advance
written notice when his “N” days or hours will be changed. If this (7 day written notice
is not given, and there is no operational need for not providing the notice, the “N” days
or hours change will be rescheduled to allow for a 7 day notice period.

B. If a 10 hour, 4 day work week is implemented; the regular duty hours for an affected
unit member shall be 4 consecutive shifts of 10 hours in a 7 calendar day work week.
These 4 consecutive shifts will be preceded and followed by 3 “N” days. If, by reason
of transfer, a unit member’s “N” days are changed, the provisions of this Subsection
pertaining to “N” days shall not apply. The 10 duty hours per shift shall be consecutive
and may include any “briefing time” and shall include a meal period of 30 minutes. At
times, the department may have operational needs which necessitate a change in
current work schedules. The department shall give a unit member a minimum 7 day
advance written notice when his “N” days or hours will be changed. If this 7 day written
notice is not given, and there is no operational need for not providing the notice, the
“N” days or hours change will be rescheduled to allow for a 7 day notice period.

C. All unit four members assigned to patrol squads with beat responsibility will only work
the work schedule defined in subsection B of this section (4/10’s) through June 30,
2028.

D. If a unit member’s normal duty hours are changed with less than 7 days’ notice, then
the unit member is entitled to premium pay.

If a unit member’s normal “N” days are changed, then the unit member is entitled to
premium pay.

"Premium Pay" is calculated as follows:

• For a unit member assigned to a 5/8’s schedule:
• A change in normal duty hours: 2 hours at their base hourly rate of pay.
• One “N” day change: 4 hours at their regular rate of pay.
• Two “N” days changed: 20 hours at their regular rate of pay.

• For a unit member assigned to a 4/10’s schedule:
• A change in normal duty hours: 2.5 hours at their base hourly rate of pay.
• One “N” day change: 5 hours at their regular rate of pay.
• Two “N” days changed: 10 hours at their regular rate of pay.
• Three “N” days changed: 20 hours at their regular rate of pay.

Subject to the discretion of the Chief, or designee, official mobilization as defined in
Operations TM 9-00-9 is exempt from this section.

A unit member, who requests a change in work schedules, will not receive premium
pay since the request is not a department directed change.

This section does not apply to the 30 hour or more block of annual module training.

A unit member is not eligible to receive both premium pay and overtime for the same
hours.

The parties shall in good faith address any issues raised by the Union in
connection with meeting operational needs.

E. When used in the context of this Article, “Operational Needs” will be defined as:
Service demands or other required actions performed to accomplish the mission of
the department. These actions may be routine (anticipated) or emergency
(unanticipated). For routine operational actions, a seven-day written notice will be
given to change schedules. For emergency operational actions, unit members will be
provided with as much advance notice and information as the situation will allow.

F. In addition to all duties as assigned by the Police Chief or his designees, work hours
shall continue to include 2 15 minute rest periods as work demands allow.

G. There shall be a minimum of 15 hours off between shifts, 13 hours for a unit member
working a 4/10 schedule. If this is not possible, the unit member shall receive overtime
compensation at his regular rate of pay for each full hour worked within the described
15 hour period, 13 hour period for a unit member working a 4/10 schedule. A unit
member assigned to a specialty bureau may sign individual statements waiving the
provisions of this section. Signed waivers shall continue in effect per fiscal year.

This section does not apply to mandatory training conducted by the Advanced Training
Detail when a member is given 30 days written notice of the required training. The
intent is not for supervisors to work employees on a double shift. Employees’ chain
of command will ensure employee’s shift prior to training is adjusted to afford 13/15
hours off before reporting to training.

H. A unit member will be permitted to take the meal period at a location within the
squad/team area, or if no suitable eating location is available, then with the approval
of the designated supervisor, at a location outside the squad/team area. A meal period
may be taken at a private residence, with supervisory approval, provided such
residence is within the unit member’s beat area.


I. A unit member may return to his work station 20 minutes before his scheduled end of
shift if work demands permit for the purpose of completing required paperwork,
notifying oncoming unit members of any beat conditions, and to notify his supervisor
of any unusual occurrences he encountered during his shift.

J. A unit member assigned to the Canine Detail shall be allowed 5 hours of paid time per
work week to care for his police dog at his residence. The City will determine when
and how the hours will be scheduled.

K. A unit member may waive the provision of section A and B of this section to facilitate
an alternative work schedule upon written agreement of both the Association and the
Department.

L. “On duty” training will be approved at the Division Chief level.


Section 4-2: Seniority

A. The City shall provide the Association with a list of unit members showing each unit
member’s City employment date and class employment date.

B. Seniority shall be by length of service within a class. If seniority within the class is not
determinative, then length of service with the City shall prevail.

C. Seniority shall be used as a factor consistent with established Civil Service procedures
in choice of work assignments, vacation schedules and in the determination of layoffs.



ARTICLE 5: Benefits

Section 5-1: Health Insurance

A. The City and Association agree to maintain the current 80/20 split for health insurance
monthly contribution for the single and family coverage. If there is a rate increase or
decrease, the city will pay 80% of the new monthly contribution and the employee will
pay 20%.

B. If there is a substantive change in the City’s Health Insurance Plan design, the Labor
Relations Administrator will discuss such change with the Association.

C. In the event of the death of a unit member while on duty or while performing a police
function as determined by the City, the City will, at a minimum, continue to pay the full
monthly health insurance premium for the spouse or qualified domestic partner (QDP)
and all eligible dependents. Should the surviving spouse remarry or enter into a new
QDP, the benefits of this provision shall be discontinued for the spouse. Benefits for

remaining eligible dependents, e.g. children, step children, or adopted children, will
remain in effect as federal law prescribes.

In the event of the death of a unit member while commuting to or from his work
location, for a period of two hours each way, the City will continue to pay the full
monthly health insurance premium for the spouse and all eligible dependents. The
City will cover the payment of a supplementary commuter life insurance policy for
each unit member. The Association will pay the cost of this benefit, if any, the first year
of each new Memorandum period.

D. In the event Congress or the State of Arizona passes legislation which considers the
amount the City contributes to health or dental insurance as imputed income, then the
City will consider such contributions as income to the employee.


Section 5-2: Retiree Health Insurance

A. Upon retirement of a unit member, or bargaining unit member who retired on August
1, 1992 or later, the City’s contribution to health care premiums will be calculated
without regard to age.

B. In no event will the combination of this contribution and the amount paid by the PSPRS
(Public Safety Personnel Retirement System) exceed the monthly premium for the
chosen health insurance benefit.

C. The City of Phoenix agrees to participate in the Post Employee Health Plan (PEHP)
for unit members in accordance with the terms and conditions of the Plan's
Participation Agreement, a copy of which is attached to this agreement. The Employer
agrees to contribute to the Plan on behalf of unit members:

Effective July 1, 2017, the Employer shall contribute for each unit member the amount
of $6.00 per pay period. If any contribution is an amount other than an equal dollar
amount per unit member, that contribution shall be deposited in the unit member's
Health Insurance Premium Reimbursement sub-account, otherwise the Employer's
equal dollar amount contribution per unit member shall be deposited into the unit
member's Universal Health Care Reimbursement sub-account pursuant to the terms
and conditions of the Plan.


Section 5-3: Dental Insurance

A. The City shall pay the full premium costs for single coverage for employees enrolled
in the base HMO or PPO plan. and 75% of the premium costs for family coverage for
a City dental plan.

B. At a minimum, the plan shall include a PPO option that consists of 100% payment of
reasonable and customary charges covered for preventive and preventive-related
diagnostic services and 80% payment of reasonable and customary covered charges


for basic services and major services. At least one plan shall include an orthodontia
benefit providing for 80% payment of reasonable and customary charges up to a
maximum lifetime benefit of $4,000 per person. Dental plans may be subject to the
deductibles and limitations contained in the contract between the dental insurance
carrier and the City of Phoenix. Enrollment in prior City of Phoenix dental plans counts
toward major services time limit exclusions.


Section 5-4: Life Insurance

A. The City will continue the existing off-the-job and on-the-job life and dismemberment
insurance coverage, and will continue the face value of the policy at $15,000. The
City will continue the current policy for death in the line of duty at $100,000.00.

B. Effective August 1, 2001, the City will increase the $35,000.00 line of duty life and
dismemberment insurance coverage to each unit member to $100,000.00.

C. Additionally, the City will provide to each unit member a $200,000 death benefit
covering the unit member’s commute to and from his city work location. The City will
cover the unit member’s commute for up to two hours before his shift begins and two
hours after his shift concludes.


Section 5-5: Long-Term Disability Insurance

A. The City will offer a long-term disability benefit for all full-time, regular unit members
pursuant to A.R. 2.323 as may be amended (providing that such amendments shall
not be in conflict with the MOU). Employees who have been continuously employed
and working on a full-time basis for twelve consecutive months are eligible for long-
term disability coverage. Applicants must apply for benefits they may be eligible to
receive. After an established 90 calendar day qualifying period, the plan will provide
up to 66-2/3% of the employee's basic monthly salary at the time disability occurs and
continue up to age 75 for employees who have been employed full-time for 36 months
and one day. Employees who have been employed full-time with the City of Phoenix
for 36 months or less, will be eligible to receive a long term disability benefit for no
more than 30 months.

B. This benefit will be coordinated with sick leave, industrial insurance payments, social
security benefits, unemployment insurance and disability provisions of the retirement
plan.


Section 5-6: Holidays and Vacation Leave

A unit member shall be entitled to holiday benefits as set forth in Paragraph 2 of
Operations Order No. 3.6, including overtime compensation for hours assigned and
worked on a specified holiday in accordance with and subject to Article 3, Section 3-6,
Overtime.


A. The compensation of a unit member who actually works on a day designated as a
holiday shall include, in addition to his regular day’s pay, additional pay or
compensatory time for hours worked up to 8 excluding overtime pay.

B. A unit member who is not scheduled to work on a designated holiday will still be
compensated for 8 hours pay or compensatory time for each holiday.

C. Paid holidays shall include:

New Year’s Day
Martin Luther King, Jr's Birthday
President’s Day
March Holiday (last Monday in March)
Memorial Day
Juneteenth Day
Independence Day
Labor Day
Indigenous Peoples’ Day
Veterans Day
Thanksgiving Day
Friday after Thanksgiving
Christmas Day
Two Personal Leave Days* & **

* After 6 months of continuous service.
** Personal leave will be a total of 20 hours for all unit members.

Subject to operational and scheduling factors, a unit member’s personal leave
days shall be taken each calendar year on any day of the unit member’s choosing.

D. For a unit member participating in the 4/10 schedule, holiday pay shall be applied as
follows:

1. When a designated paid holiday falls on a unit member’s scheduled day off, the
unit member shall be paid 8 hours of holiday pay.

2. When a designated paid holiday falls on a unit member’s normally scheduled work
day and the unit member is directed to not work that day, the unit member shall be
paid for 8 hours of holiday pay. The additional 2 hours necessary to receive 10
hours of pay will be deducted at the unit member’s discretion as either non-paid
time, accumulated vacation or compensatory time. If a unit member has no
accumulated vacation or compensatory time, the unit member will receive only 8
hours of pay. Alternatively, the unit member may work for 2 hours on the holiday,
paid at straight time, performing tasks at the direction of a supervisor. The
compensation of a unit member who actually works on a day designated as a
holiday shall include, in addition to his regular day’s pay, additional pay or
compensatory time for hours worked up to 8 hours, excluding overtime pay.


E. A unit member will continue to receive holiday pay while on industrial leave.

F. Holidays shall be observed on the calendar days on which they fall for unit members
directly involved in providing continuous 24-hour or seven-day service operations.

G. The City agrees to maintain its present vacation selection procedure and, to every
extent practicable, allow a transferred unit member to maintain his previous vacation
schedule.

H. A unit member who works a schedule at full time 52 weeks of the year shall be credited
with vacation credits for every completed calendar month of paid service according to
the following schedule:

1. Through 5 years of service 8 hrs. per month
2. 6th through 10th year of service 10 hrs. per month
3. 11th through 15th year of service 11 hrs. per month
4. 16th through 20th year of service 13 hrs. per month
5. 21st year of service and thereafter 15 hrs. per month

I. Unit members who have accrued 312 hours or more of vacation, may elect to have
150 hours of vacation leave paid out at the member’s hourly rate in one lump sum or
converted into their comp bank. The member may only elect to exercise this benefit 4
times in their career, and not more than 1 time in a fiscal year. This payment is not
considered Final Average Salary for purposes of pension calculations. Eligible
employees may elect to buy back their hours between July 1 and the last pay period
in January each fiscal year.

Additionally, 80 hours of vacation time can be accumulated above the maximum
vacation carryover into the last 3 years of service. These hours must be used as paid
time off prior to retirement.

J. Vacation accrual, carryover and compensation at separation is as follows:

MAX ACCRUAL THAT
CAN BE
MONTHLY ACCRUAL MAXIMUM CARRYOVER COMPENSATED AT
YEARS OF SERVICE RATE (HOURS) (HOURS) SEPARATION (HOURS)

0 – 5th 8 232 280

6th - 10th 10 280 340

11th - 15th 11 304 370

16th - 20th 13** 352 430

21st+ 15** 400 490



** In the last three years of service an additional 80 hours may be carried over into a
new calendar year.

K. For the purposes of determining monthly vacation Accrual rates for a unit member
who had a break in service, if the unit member was reemployed within 5 years, the
amount of time the person is gone is subtracted from his previous service, thereby
giving the unit member a new accrual service date.

L. A unit member may sell back up to 80 hours of vacation time each calendar year (unit
member must use a minimum of 40 hours of vacation/comp-time leave during the
calendar year to qualify for this benefit). This payment shall be made on the first
payday of December of each year, and shall be included in the unit member’s regular,
bi-weekly paycheck.

M. PLEA Member Compensation Allocation. As set forth in Section 1-3(B)(3), PLEA
members’ pro-rata share of the total compensation value associated with the
Release Time Bank is allocated to that bank by virtue of their PLEA membership
and PLEA’s bylaws. This allocation continues for so long as the unit member
remains a member of PLEA. No separate donation form is required of PLEA
members for this allocation.

N. Voluntary Donation of Leave
1. Any unit member may voluntarily donate vacation leave to the bank by
completing and submitting a voluntary donation form for a specified number
of hours, not to exceed the maximum number of hours set forth in
subsection N(3), below. For PLEA members, any donation under this
subsection is in addition to the compensation allocation made pursuant to
subsection M. By completing and submitting a voluntary donation form, a
unit employee is clearly and affirmatively consenting to the donation of the
stated number of hours from their bank of vacation leave. All donations
under this subsection are entirely voluntary and are not a condition of
employment. This donated time is to be used by union officers and
representatives for Union-related activities. Voluntarily donated time is
subject to the authorized use restrictions set forth in Section 1-3(B)(3)(c).
2. The voluntary donation will continue each subsequent year on the second
paycheck in July, unless revoked by the unit member prior to that date.
3. The maximum number of hours that may be voluntarily donated by any unit
member under this subsection is 100 hours per fiscal year.
4. Only Unit 4 members may donate hours to the Unit 4 Release Time Bank; the
bank may only accept donated hours from Unit 4 members.
5. No unit member may use more than 40 hours of donated time during any one
pay period.
6. Donated time counts towards hours worked for overtime purposes.


Section 5-7: Out-of-State Vacation Recall




When a unit member is temporarily recalled to duty from out-of-state while on an
authorized vacation by order of the Police Chief, or designee, he shall be reimbursed for
necessary and provable transportation expenses as determined by the Police Chief.


Section 5-8: Military Leave

A. Definition
1. Pursuant to ARS 26-168 and ARS 38-610, employees who are members of the
Arizona National Guard or the Reserves of the United States Armed Forces, will
be entitled to a leave of absence from their duties for a period not to exceed 30
days when they are engaged in ordered annual training or to attend camps,
maneuvers, formations, or drills under orders of any branch, including the reserve
or auxiliary.

2. This leave will be granted without loss of pay or other employment rights.


B. Leave Guidelines
1. National Guard and Military Reserve leave time will be calculated using working
days.

2. Employees will not be charged with military leave time for days that fall on their
regularly scheduled days off.

3. Leave days do not have to be taken consecutively, the only limitation is the 300-
hour maximum in any two consecutive military fiscal years (October 1 through
September 30).

4. Travel time will not be allowed in addition to inclusive dates shown on requests.

5. A copy of the Military Orders will accompany leave requests.


Section 5-9: Uniform, Clothing and Equipment Allowance

A. Department-issued equipment, as follows:

1. The Police Department will furnish to each unit member entering the department
the following:
1 Uniform Belt
1 Handcuff Case
1 Holster
1 Helmet
1 Magazine Pouch
1 Service Weapon
1 Pepper Spray Holder
1 Pepper Spray Canister


1 Pair of Handcuffs and Key
1 Uniform Breast Badge
1 Flat Badge with Case
1 (pair) Puncture resistant gloves

The department also agrees to provide spit masks on a continuous basis.

2. Pilot’s equipment list as follows:

The Police Department will furnish the following to each unit member assigned to
the Air Support Detail:

2 Nomex (or equivalent in quality) Flight Suits
1 Flight Helmet
1 Standard Headset

3. The Department shall replace those items as they, in the judgment of the
Department, become unserviceable due to wear or damage in the course and
scope of official duties.

B. A unit member will receive $1,150 clothing allowance per annum. Barring unforeseen
circumstances, payment for uniform allowance will be made on or before August 1 of
each fiscal year. Such payment will be made to cover the cost of uniforms,
maintenance, cleaning of such uniforms, and for other duty-related expenses and for
the unit member to provide a required flashlight and fresh batteries.

C. A new unit member will receive an initial fiscal year uniform allowance equal to 1/12
of the annual allowance per month from the first day of the month of his employment
through the end of the fiscal year. This payment will be made in a lump sum during
the first 60 days of employment.

D. A unit member who leaves City Employment shall repay to the City the uniform
allowance equal to 1/12 of the annual allowance per month for each month remaining
in the fiscal year after the last day of the month in which separation occurs, provided,
however, that a unit member who retires will not be required to repay any uniform
allowance. In addition, the family or beneficiary of a unit member who dies while in the
employment of the City shall not have to pay back any uniform allowance.

E. A unit member who has been on extended leave (paid or unpaid), excluding industrial
leave, sick leave, or military leave of 2 months or longer, shall have the next annual
uniform allowance reduced by 1/12 of the annual allowance for each month of
extended leave.

F.
1. On or before August 1 of each fiscal year, a unit member assigned to the following
details/squads/units will, in addition to his annual clothing allowance, be provided
a one-time payment per the following schedule upon initial transfer to that
assignment.


Canine $320
SAU (Tactical) $320
Air Unit $320
Solo Motor $320
TRU*** $320
Detectives* $320
Bike Officers** $320
Honor Guard $320
SAU Negotiators $320
Drone Pilots $320

* Detective is defined as a certified detective who is in a detective or investigative
assignment or an assignment that normally requires the unit member to wear
civilian business clothes.

** Bicycles will be furnished by the City. To be eligible for the one-time payment
of $320, a bicycle officer must successfully complete the 40-hour bicycle
certification class and be assigned to NET, DOU, CAO, the airport, or a School
Resources Assignment, or any designated bike squad approved by the Police
Chief (i.e. the Desert Horizon Precinct Bike Squad).

2. A unit member assigned to the following details/squads/units will receive, on or
before August 1 of each fiscal year, in addition to his initial uniform allowances
described in section F1 above, an annual maintenance allowance per the following
schedule:

Canine $320
SAU (Tactical) $320
Air Unit $320
Solo Motor $320
Detectives $320
TRU*** $320
Bike Officers** $320
Honor Guard $320

The provisions of Subsection D of this Section shall apply to this Subsection.

** To be eligible for the one-time payment of $320, a bicycle officer must
successfully complete the 40-hour bicycle certification class and be assigned
to NET, DOU, CAO, the airport, or a School Resources Assignment, or any
designated bike squad approved by the Police Chief (i.e. the Desert Horizon
Precinct Bike Squad). All bicycle officers, assigned to one of the details above,
who do not ride during the course of their regular duties, will be required to work
at a minimum, one shift every fiscal year with DOU, during a regular shift or a
special event, utilizing Department issued bicycles. This event will be
coordinated with DOU command staff and the affected units’ command. Proper



notice of schedule change will occur of the shift is outside of the unit members
normal work hours.

*** TRU is defined as an officer who has completed the annual TRU certification
course and is assigned to a TRU response/support squad. The Unit member
must attend annual training and maintain certification to be eligible for
allowances.

G.
1. A unit member who purchases a new ballistic vest shall, upon showing proof of
purchase, be reimbursed an amount up to, but not exceeding, $1,000.

2. At the time of the purchase, the member can utilize the remainder of stipend to
purchase department authorized armor plates.

3. Upon replacement of his ballistic vest, a unit member shall be entitled to the above
$1,000 reimbursement every 5 years.

H.
1. The City agrees to reimburse a unit member for the repair or replacement of
uniform items and for other personal property damaged in the course of
employment and performance of their assigned duties without fault or negligence
on the part of the unit member, other than normal wear and tear in accordance
with the schedule of items and maximum amounts authorized for reimbursement
outlined below:

Business Suit $250
Business Dress $100
Sport Coat $150
Dress Shirt $50
Dress Trousers $75
Dress Skirt $75
All Shoes $100
Uniform Boots ALL
Motorcycle Boots ALL
Motorcycle Gloves $100
Glasses and contacts RX ALL
Sunglasses - non-RX $80
Watches $80
Jewelry $75
Police Uniform Trousers ALL
Police Motorcycle Breeches ALL
Police Uniform Shirt ALL
Police Jacket ALL
Police Motorcycle Jacket ALL
Flashlight $100
Ballistic Vest ALL



Service Weapon and (up to cost of City weapon) authorized attached
accessories

2. Reimbursements for full, 3/4, 1/2, 1/4, value are based on the supervisor’s
evaluation and recommendations of the article’s condition and age. Items not listed
above are not covered by the policy.

3. The option to repair or replace damaged items, and to determine whether replaced
property will be returned to unit member, rests with the City.

4. The provisions of this policy shall not apply if the unit member has concealed or
misrepresented any material fact or circumstances concerning the subject of the
loss, his interests therein, or in the case of any fraud or false statements by the
unit member relating thereto.

I. Upon duty related retirement, the City will provide the retiring member a Retired Police
Officer’s Commission Card similar in appearance to the regular Commission Card.

J. Upon retirement, with Chief approval, a unit member will receive his breast badge
mounted on a plaque, a retired flat badge and case, handcuffs, and his fully functional
department-issued service weapon, including all 3 duty magazines, for $1.00. If the
unit member dies in the line of duty or while employed by the department, the unit
member’s spouse or an adult survivor may elect to receive these items, except for the
flat badge and case, for $1.00 which will be paid by PLEA. The unit member’s spouse
or adult survivor will have the option of receiving the service weapon in a fully
functional condition, or may request the unit member’s service weapon be disabled
and mounted in a shadow box, or may decline receiving the service weapon. The
choice will be made in writing. PLEA will provide a gun safety device, upon request by
the unit member.

K. A unit member assigned to the Canine Detail will have the option of purchasing his
dog as follows:

1. If both the police dog and the unit member have been in the Canine Detail in
excess of 5 years, at retirement the unit member may purchase his dog for $1.00.

2. If both the police dog and the unit member have been in the Canine Detail in
excess of 5 years and the unit member leaves other than for retirement, the
decision to allow the purchase of his dog will be made on a case by case basis
and this decision will not be arbitrary.

L. Unit members who are assigned a rifle, currently qualified, and assigned to patrol or
a patrol specialty unit, Downtown Operations Unit, and Airport Bureau will receive a
stipend to offset costs of any Department authorized equipment already purchased,
that assists them with deployment and utilization of their rifle as follows:

• Eligible employees will be able to submit a memo with attached receipts for new
and/or replacement rifle related equipment up to a limit of $500 every 5 years.


Members will accumulate receipts for newly purchased equipment and will make one
submission to fiscal for reimbursement.


Section 5-10: Reimbursement for Education Expenses

A. A unit member who participates in the Tuition Assistance Program shall be eligible for
tuition reimbursement pursuant to the following provisions:

1. For the 2021-2023 fiscal years, an employee may submit tuition expenses incurred
in the prior fiscal year such that the maximum total reimbursed does not exceed
$13,000 across any two-year period.

2. To be eligible for any reimbursement, a unit member must have successfully
completed academic or training courses approved by the Police Chief and the
Human Resources Director as provided in existing regulations.

3. Unit members shall be allowed to use up to $500.00 of their reimbursement benefit
for job-related seminars, workshops, and professional memberships each fiscal
year.


Section 5-11: Leave of Absence

Subject to development of administrative controls, a unit member who has no other
accumulative paid leave may use up to 10 hours per year of accumulated sick leave for
non-emergency home care or medical treatment for a member of the unit member’s
immediate family subject to operational and scheduling factors. When utilizing this benefit,
the member shall identify the use of such time as non-emergency family illness. Such
leave request shall not be unreasonably withheld.


Section 5-12: Workers’ Compensation

A. Employees shall continue to receive 100% of their current rate of pay while off-duty
due to an industrial injury based on current practice which is a maximum of 1 year per
injury, thereafter the rate becomes 66-2/3%.

B. Should the Association believe that a dispute in jurisdiction is unduly delaying a
Workers’ Compensation claim, or if the Association believes the City needs to provide
greater assistance to an employee trying to reopen an old claim, the Association may
request a meeting with City Workers’ Compensation staff (provided the involved
employee signs a release to do so) and such meeting will be scheduled within 14
calendar days.




C. The City will first attempt to use physicians from specialty lists created by City of
Phoenix Pension Boards for Independent Medical Examinations for employees in Unit
4.

D. Family and Medical Leave Act (FMLA) leave shall not run concurrent with leave paid
as industrial injury/illness (e.g. Workers’ Compensation).


Section 5-13: Wellness/Benefits Committee

This Wellness/Benefits Committee Agreement (“Agreement”) is entered into by and
between the City of Phoenix (“City”) and the Phoenix Law Enforcement Association
(“PLEA”), collectively referred to as “the Parties.” The Parties recognize the
importance of supporting the health, safety, and overall, well-being of sworn
personnel; and the Parties mutually desire to promote wellness initiatives that
encourage healthy lifestyles, strengthen workplace morale, and foster a supportive
working environment. therefore, the Parties agree as follows:

A. Establishment of the Wellness/Benefits Committee
The Parties hereby establish a joint Wellness Committee (“Committee”). The
Committee shall be composed of representatives appointed by the Police Chief
and by the PLEA President, along with at least one representative from the
City’s Human Resources Department, that includes a Benefits/Retirement
subject matter expert as needed.

B. Purpose and Scope
The Committee shall serve as a collaborative body to identify, evaluate, and
recommend wellness-related initiatives for sworn personnel. The Committee’s
scope of work may include, but is not limited to:

1. Identifying and reviewing wellness programs, activities, and resources,
including consideration of sabbatical opportunities for officers.

2. Providing input on workplace health and safety concerns related to wellness,
including the potential effects of hypervigilance.

3. Evaluating the effectiveness of implemented wellness initiatives and
proposing improvements or modifications as appropriate.

4. Reviewing benefits options including retiree healthcare.

C. Meeting Schedule
The Committee shall convene once every two months unless otherwise agreed
to by the parties.

D. Human Resources Director Participation
The Human Resources Director, or their designee, shall be invited to attend
Committee meetings on a quarterly basis. During these meetings, the


Committee shall provide updates on progress, including any available metrics
or data demonstrating the effectiveness of programs, activities, or resources
reviewed.


ARTICLE 6: Miscellaneous

Section 6-1: Saving Clause

A. If any Article or Section of this Memorandum should be held invalid by operation of
law or by a final non-appealable order of the Phoenix Employment Relations Board or
a final judgment of any court of competent jurisdiction, or if compliance with or
enforcement of any Article or Section should be restrained by such tribunal, the
remainder of this Memorandum shall not be affected thereby; and upon issuance of
such final order or decree, the parties, upon request of either of them, shall meet and
confer to endeavor to agree on a substitute provision or that such a substitute
provision is not indicated.

B. It is recognized by the parties that currently the provisions of the Fair Labor Standards
Act are applicable to certain of the wage and premium pay provisions of this
Memorandum of Understanding (MOU) and that this MOU shall be administered in
compliance with the Act for so long as the Act is applicable.

C. It is recognized by the parties that currently the provisions of the Americans with
Disabilities Act are applicable to certain of the provisions of this Memorandum of
Understanding (MOU) and that this MOU shall be administered in compliance with the
Act for so long as the Act is applicable.


Section 6-2: Copies of Memorandum

Within 60 days from the date that this Memorandum is adopted by the City Council, the
Association will arrange for printing of it for furnishing one to every unit member, unit
supervisor and to management personnel. The cost of such duplication and distribution
will be borne equally by the Association and the City. Printing vendors secured by the
Association shall comply with Chapter 18, Articles IV (City Construction Contractors'
Affirmative Action Requirements) and V (Supplier's and Lessee's Affirmative Action
Requirements), Phoenix City Code.


Section 6-3: Aid to Construction of Provisions of Memorandum of Understanding

A. It is intended by the parties hereto that the provisions of this Memorandum shall be in
harmony with the rights, duties, obligations and responsibilities which by law devolve
upon the City Council, City Manager, Police Chief, and other City boards and officials,
and these provisions shall be interpreted and applied in such manner.



B. The Association recognizes the powers, duties and responsibilities of the Police Chief
as set forth in the Charter and Ordinances and that pursuant thereto the Police Chief
has the authority to establish rules and regulations applicable to the operation of the
Police Department and to the conduct of the police officers employed therein, subject
to the express provisions of this Memorandum.

C. The lawful provisions of this Memorandum are binding upon the parties for the term
thereof. The Association having had an opportunity to raise all matters in connection
with the meet and confer proceedings resulting in this Memorandum is precluded from
initiating any further meeting and conferring for the term thereof relative to matters
under the control of the Police Chief, the City Council or the City Manager. This section
shall not be construed to limit free and informal discussions under, Section 2-2 hereof.


Section 6-4: Changes in Department Operations Orders Pursuant to this
Memorandum

A. Within 60 days from the date this Memorandum is adopted by the City Council, the
Department shall provide electronic copies of those Department and Operations
Orders reflecting changes pursuant to this Memorandum. Copies of such changes
shall be available to each unit member on or about July 1 of each fiscal year or as
soon thereafter as possible.

B. During the preparation of changes to the Department’s Operations Orders, and
precinct/bureaus manuals, drafts of the proposed changes will be staffed out to the
Association.


Section 6-5: Physical Fitness

A. It is recognized by the parties that it is the responsibility of a unit member at all times
to make every effort to maintain his physical condition so as to be fully fit to perform
his duties with maximum effectiveness.

To assist a unit member in this respect, the City agrees to provide and maintain
exercise equipment for each precinct station, Deer Valley, Resource Bureaus, Police
Headquarters, and at the Training Academy.

B. The City will provide required FAA physicals to pilots assigned to the Air Support Unit.

C. If a unit member, while carrying out his official duties is exposed to an infectious
disease/virus, the City agrees to pay the expenses for inoculation of the member.

D. Unit members are allowed to work out on their “Code 7” at Police Department facilities.
Unit members are required to remain in workpants/boots. Employees who work out
on their “Code 7”:

• Must adhere to Operations Order 4.1 (Meals and Breaks);


• Must submit a workout memo through the Chain of Command to the Department
Fitness Coordinator;
• Adhere to Operations Order 3.7 (Industrial Injuries);
• Must limit their activity to Strength Training/Cardio Training;
• May not work out on their “Code 7” during overtime shifts; and,
• May not work out during the last 2 hours of their duty shift, unless approved by
their supervisor.

Program viability will be reviewed annually by the Police Chief.


Section 6-6: Term and Effect of Memorandum

A. This Memorandum shall remain in full force and effect beginning with the first regular
pay period commencing in July 2026, up to the beginning of the first regular pay period
commencing in July 2028.

B. Except as expressly provided in this Memorandum, the City shall not be required to
meet and confer concerning any matter, whether covered or not covered herein,
during the term or extensions thereof. This paragraph is not intended to preclude
informal discussions under Article 2, section 2-2 hereof.

C. The provisions of this Memorandum shall be subject to Federal, State, Charter, and
existing local laws that vest jurisdiction and authority in the City Council, Phoenix
Employment Relations Board, and Phoenix Civil Service Board.

D. This Memorandum constitutes the total and entire agreements between the parties
and no past written or verbal statement/agreements shall supersede any of its
provisions.




IN WITNESS WHEREOF, the parties have set their hands this ____ of May, 2026.




_______________________________________________________
Dan Grant, Lead Negotiator, Phoenix Law Enforcement Association (PLEA)


_______________________________________________________
Cathleen Simpson, Human Resources Deputy Director/Labor Relations, City of Phoenix


_______________________________________________________
Ed Zuercher, City Manager, City of Phoenix


ATTEST:


_______________________________________________________
Denise Archibald, City Clerk, City of Phoenix


APPROVED AS TO FORM:


_______________________________________________________
City Attorney, City of Phoenix




PLEA Team: City of Phoenix Team:

Dan Grant, Treasurer, Lead Cathleen Simpson, Deputy HR Director, Labor Relations
Darrell Kriplean, President Jeff Benza, Assistant Police Chief
Yvette Bro, Vice President Sean Kennedy, Assistant Police Chief
John Maxwell, Secretary Christy Calderon-Tanguma, Commander
Becky Maldonado (Scribe) Rick Leyvas, Commander
Tobin Daily, Police Human Resources Supervisor
Brittany Whittle, HR Management Assistant II (Coordinator)
Desiree Pompa, HR Benefits Analyst I (Scribe)




ATTACHMENT A

DRUG TESTING

The Phoenix Police Department’s Operations Order 3.21, Controlled Substance
Screening policy, is added to this Memorandum as Attachment A.




ATTACHMENT B

RETIREE HEALTH CONTRIBUTION


The City shall provide Basic Medical Reimbursement Plan (MERP) benefits to MERP
eligible unit retirees and to unit members who are hired before August 1, 2007 and are
eligible to retire no later than August 1, 2022 (the date of an individual’s retirement
eligibility was determined on August 1, 2007), at the monthly amounts based on years of
service listed below:

5 to 14 years of service $135.00
15 to 24 years of service $168.00
25 or more years of service $202.00

Unit employees hired on or after August 1, 2007, regardless of years of service, may
qualify for a Post Employment Health Plan (PEHP) account.



Public Safety Personnel Retirement System (These benefits are not under City of Phoenix
control)*

Retiree only not on Medicare $150.00
Retiree & family not on Medicare $260.00
Retiree only on Medicare $100.00
Retiree - one with Medicare $215.00
Retiree - all on Medicare $170.00

*Rates shown are for the 2012 calendar year. For current rates, see
http://www.psprs.com/




ATTACHMENT C
Unit 4 – Police Officers
WAGES

Police Officer, Job Code 62210
Effective July 6, 2026 Effective July 5, 2027
STEP HOURLY BI-WEEKLY ANNUAL STEP HOURLY BI-WEEKLY ANNUAL
1 $36.465 $2,917.20 $75,847.20 1 $36.647 $2,931.76 $76,225.76
2 $38.189 $3,055.12 $79,433.12 2 $38.380 $3,070.40 $79,830.40
3 $40.004 $3,200.32 $83,208.32 3 $40.204 $3,216.32 $83,624.32
4 $41.912 $3,352.96 $87,176.96 4 $42.121 $3,369.68 $87,611.68
5 $43.901 $3,512.08 $91,314.08 5 $44.120 $3,529.60 $91,769.60
6 $45.982 $3,678.56 $95,642.56 6 $46.212 $3,696.96 $96,120.96
7 $48.175 $3,854.00 $100,204.00 7 $48.415 $3,873.20 $100,703.20
8 $50.470 $4,037.60 $104,977.60 8 $50.722 $4,057.76 $105,501.76
9 $52.877 $4,230.16 $109,984.16 9 $53.141 $4,251.28 $110,533.28


Police Officer*Pilot, Job Code 62211
Effective July 6, 2026 Effective July 5, 2027
STEP HOURLY BI-WEEKLY ANNUAL STEP HOURLY BI-WEEKLY ANNUAL
1 $50.000 $4,000.00 $104,000.00 1 $50.250 $4,020.00 $104,520.00
2 $52.377 $4,190.16 $108,944.16 2 $52.639 $4,211.12 $109,489.12
3 $54.866 $4,389.28 $114,121.28 3 $55.140 $4,411.20 $114,691.20

Police Officer*Rescue Pilot, Job Code 62212
Effective July 6, 2026 Effective July 5, 2027
STEP HOURLY BI-WEEKLY ANNUAL STEP HOURLY BI-WEEKLY ANNUAL
1 $51.847 $4,147.76 $107,841.76 1 $52.106 $4,168.48 $108,380.48
2 $54.325 $4,346.00 $112,996.00 2 $54.597 $4,367.76 $113,561.76
3 $56.906 $4,552.48 $118,364.48 3 $57.190 $4,575.20 $118,955.20

Police Officer*Flight Instr, Job Code 62213
Effective July 6, 2026 Effective July 5, 2027
STEP HOURLY BI-WEEKLY ANNUAL STEP HOURLY BI-WEEKLY ANNUAL
1 $53.815 $4,305.20 $111,935.20 1 $54.084 $4,326.72 $112,494.72
2 $56.365 $4,509.20 $117,239.20 2 $56.647 $4,531.76 $117,825.76
3 $59.038 $4,723.04 $122,799.04 3 $59.333 $4,746.64 $123,412.64

Police Officer*Chief Pilot, Job Code 62214
Effective July 6, 2026 Effective July 5, 2027
STEP HOURLY BI-WEEKLY ANNUAL STEP HOURLY BI-WEEKLY ANNUAL
1 $55.784 $4,462.72 $116,030.72 1 $56.063 $4,485.04 $116,611.04
2 $58.426 $4,674.08 $121,526.08 2 $58.718 $4,697.44 $122,133.44
3 $61.210 $4,896.80 $127,316.80 3 $61.516 $4,921.28 $127,953.28







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Item text
Approving the Memorandum of Understanding Between the City of Phoenix and
Phoenix Fire Fighters Association, IAFF Local 493 (Unit 5) (Resolution 22375) -
Citywide

The City of Phoenix has met and conferred with Phoenix Fire Fighters Association,
IAFF Local 493 (Unit 5) in accordance with the terms of Section 2-218 of the City
Code, and a Memorandum of Understanding (MOU) has been approved by the
organization's membership. A copy of the proposed MOU has been filed with the City
Clerk and an opportunity for public comment was conducted at the April 22, 2026, City
Council Formal Meeting.

The following is a compensation summary in the proposed MOU:

Year 1:
Ongoing 2.0 percent base wage
Non-Continuous $500 for each full-time employee
Non-Continuous $896 for each full-time employee

Year 2:
Ongoing 0.5 percent base wage
Non-Continuous $1,394 for each full-time employee

Responsible Department
This item is submitted by Deputy City Manager David Mathews and the Human
Resources Department.





ATTACHMENT A




MEMORANDUM OF UNDERSTANDING

2026 – 2028

CITY OF PHOENIX

AND

PHOENIX FIRE FIGHTERS ASSOCIATION

(IAFF, LOCAL 493)

REPRESENTING UNIT 5 EMPLOYEES




TABLE OF CONTENTS

PREAMBLE............................................................................................................................... 2
Article 1: Rights ....................................................................................................................... 2
Section 1-1. Gender and Member ............................................................................................................ 2
Section 1-2. City and Department Rights ................................................................................................. 2
Section 1-3. Rights of the Union ............................................................................................................... 3
Section 1-4. Rights of Unit Members ......................................................................................................... 8
Section 1-5. Prohibition of Strikes and Lockouts .................................................................................... 14
Article 2: Grievance/Arbitration/Labor Management ...........................................................14
Section 2-1. Grievance Procedures ....................................................................................................... 14
Section 2-2. The RBO / Labor-Management Process ............................................................................ 18
Section 2-3. Productivity Discussions .................................................................................................... 20
Article 3: Compensation/Wages............................................................................................20
Section 3-1. Wages ................................................................................................................................ 20
Section 3-2. Productivity Enhancement Pay .......................................................................................... 23
Section 3-3. Overtime ............................................................................................................................. 24
Section 3-4. Call Out Pay ....................................................................................................................... 25
Section 3-5. Out-of-Class Pay ................................................................................................................ 25
Section 3-6. Sick Leave Conversion at Retirement ................................................................................ 26
Section 3-7. Deferred Compensation and Defined Contribution Plans .................................................. 27
Section 3-8. Non-Direct Payment of Compensation or Benefits ............................................................ 27
Article 4. Hours of Work/Working Conditions ......................................................................28
Section 4-1. Hours of Work .................................................................................................................... 28
Section 4-2. Shift Trades ........................................................................................................................ 31
Section 4-3. Filling Vacancies ................................................................................................................ 31
Article 5. Benefits ...................................................................................................................31
Section 5-1. Health Insurance ................................................................................................................ 31
Section 5-2. Dental Insurance ................................................................................................................ 32
Section 5-3. Life Insurance ..................................................................................................................... 33
Section 5-4. Long Term Disability Insurance.......................................................................................... 33
Section 5-5. Holidays, Vacations, and Donated Vacation Leave ........................................................... 34
Section 5-6. Uniforms ............................................................................................................................. 36
Section 5-7. Tuition Reimbursement ...................................................................................................... 38
Section 5-8. Wellness, Health and Fitness............................................................................................. 39
Section 5-9. Worker’s Compensation ..................................................................................................... 39
Section 5-10. Employee Benefit Trust Fund............................................................................................ 40
Article 6. Miscellaneous ........................................................................................................42
Section 6-1. Saving Clause .................................................................................................................... 42
Section 6-2. Printing of M.O.U. ............................................................................................................... 42
Section 6-3. Fire Watch .......................................................................................................................... 42
Section 6-4. Term and Effect of Memorandum ...................................................................................... 43
ATTACHMENT A .....................................................................................................................46
ATTACHMENT B .....................................................................................................................52
ATTACHMENT C .....................................................................................................................53





PREAMBLE

WHEREAS, the parties, through their designated representatives, met and conferred in
good faith pursuant to Ordinance G-3303 in order to reach agreement concerning wages,
hours, and working conditions of members comprising the Fire Fighter Unit, and,

WHEREAS, the parties hereby acknowledge that the provisions of this Memorandum are
not intended to abrogate the authority and responsibility of City government provided for
under the statutes of the State of Arizona or the Charter or ordinances of the City of
Phoenix except as expressly and lawful limited herein,

NOW, THEREFORE, having reached this complete agreement concerning wages, hours,
and working conditions for the term specified, the parties submit this Memorandum to the
adopt its terms and take such other action as may be necessary to implement its
provisions.



Article 1: Rights

Section 1-1. Gender and Member

A. Whenever any words used herein in the masculine, feminine or neutral, they shall be
construed as though they were also used in another gender in all cases where they
would so apply.

B. Whenever the word “member(s)” is used herein it is understood to include all
employees in the Fire Fighter's Unit as certified by the Phoenix Employment
Relations Board on July 29, 1976.


Section 1-2. City and Department Rights

A. The Union recognizes that the City and the Fire Chief retain, whether exercised or not,
solely and exclusively, all express and inherent rights and authority pursuant to law
with respect to determining the level of and the manner in which the Fire Department's
service delivery activities are conducted, managed, and administered, and the Union
recognizes the exclusive right of the Chief to establish and maintain departmental
rules and procedures for the administration of the Fire Department during the term of
this Memorandum provided that such rules and procedures do not violate any of the
specific express provisions of the Memorandum.




B. The City and the Chief have the exclusive right and authority to schedule work and/or
overtime work as required in the manner most advantageous to the City subject to the
express terms of this Memorandum.

C. It is understood by the parties that every incidental duty connected with operations
enumerated in job descriptions is not always specifically described; nevertheless, it is
intended that all such duties shall be performed by the member.

D. The Chief and City Manager reserve the right to discipline or terminate members for
just cause subject to Civil Service procedures.

E. The City and the Chief shall determine and establish methods and processes by which
duties are performed subject to the express terms of this Memorandum.

F. The City and Chief shall have the right to transfer members within the Department in
a manner most advantageous to the City subject to the express terms of this
Memorandum.

G. Except as otherwise specifically provided in the Memorandum, the City and the Chief
retain unqualifiedly all rights and authority to which, by law, they are entitled.

H. The City shall have the authority to effect reorganizations of the Department. However,
any such reorganization shall be discussed by the Labor-Management Committee
prior to implementation.

I. The Union recognizes that the city has statutory and Charter rights and obligations in
contracting for matters relating to municipal operations.

J. The inherent and express rights of the City and the Chief, including those herein
specifically referred to, which are not expressly modified or restricted by a specific
provision of this memorandum, are not, in any way directly or indirectly, subject to the
Grievance Procedure herein.

K. Nothing herein shall be construed to diminish the rights of the City under provisions
established in the Meet & Confer Ordinance, Chapter 2, Article XVII, of the City Code
or to diminish the provisions of the Civil Service Rules.


Section 1-3. Rights of the Union

A. The Union, as the authorized representative, has the exclusive right to serve as the
meet and confer representative of all members in the Fire Fighter's Unit as certified
by the Phoenix Employment Relations Board on July 29, 1976.




B. The Phoenix community benefits from harmonious and cooperative relationships
between the City and its members. The Union plays an important role furthering this
relationship and ultimately improving service to the City and its citizens. Accordingly,
the City and the Union have negotiated various rights for unit members as set forth in
this MOU, in exchange for services to the City and in lieu of increased compensation.
These bargained-for rights will promote and improve enhanced service delivery
models and public safety, along with other tangible benefits to the City’s residents.

C. The Phoenix City Council has determined, and Unit 5 agrees that up to 2 Unit 5 (IAFF)
members may be released and will perform activities that provide a clear,
measurable benefit to City operations.

D. The City’s Labor Relations or authorized designee will be responsible for coordinating
the City Business Time. Labor Relations shall work directly with Unit 5 in order to
confirm any and all paid activity of the Authorized Members is consistent with the
activity approved below. The two Unit 5 members identified in Subsection C shall
submit reports each pay period to Labor Relations documenting the City Business and
any leave (e.g., donated leave, vacation leave, sick leave, etc.) used during that pay
period. The City has the right to audit time cards submitted. In the event there is
disagreement, the parties will meet to discuss the matter at the request of Unit 5 or
the City. The audit may result in Unit 5 reimbursing the City, by submitting Union
Release hours, donated leave, personal leave, or monetary payment from the Union,
for activity not deemed City Business under this Agreement.

E. City Business Time

The City has determined there are activities that directly advance City operational
interests for which members of Unit 5 should be released from their official duties to
perform. Unit 5 acknowledges its members will receive City Business time for the time
spent performing the following activities:

1. Authorized Members will attend trainings that have been authorized in advance
by Administration.

2. Authorized Members will facilitate communication between members and
management ensuring a safe and efficient delivery of services, as well as
developing a heightened degree of labor/management cooperation.

3. In coordination with management, Authorized Members will communicate new
programs and/or policy changes to the broader City workforce that are members
of the bargaining unit in order to streamline service delivery and ensure timely
implementation of changes in policy or programs. Changes in safety or security
policy and procedure will be prioritized.




4. In coordination with management, as a means of achieving a healthier workforce
and driving down costs associated with workers’ compensation, the cost of
providing healthcare and the use of sick time, Authorized Members will assist
bargaining members with understanding coordination of benefits.

5. In order to ensure City resources are well coordinated, upon the direction of the
City and consent of IAFF, Authorized Members will participate in various City
committees, labor management meetings, or labor management work groups as a
member of the committee or group.

6. Participate in Department-authorized or City-sponsored authorized community
projects and events.

7. Upon the request or direction of the City, Authorized Members may respond
to critical incidents involving unit members for the purpose of assisting with
member support, coordination, and communication related to the incident.
For purposes of this section, “critical incident” shall mean an event or
circumstance involving a unit member that reasonably requires prompt
coordination, communication, or member support due to potential medical,
operational, investigative, or reputational, the Department, or the City.

8. As a means of controlling administrative and litigation costs associated with
member matters in a large and complex City and with the goal of resolving matters
at the earliest possible stage, at management’s request Authorized Members will
assist bargaining unit members and management in matters related to
employer/member relations.

9. Legislative, lobbying or political activities with the approval of the City Manager or
authorized designee.

F. Activities not eligible for City Business Time

Authorized Members shall be prohibited from engaging in any of the following
activities while on paid City Business time:

1. Lobbying. This includes letter writing or telephone calls, without approval of the
City Manager or authorized designee.

2. Legislative Activity. This includes participating in the preparation or distribution of
legislative proposals, without approval of the City Manager or authorized designee.

3. Organizing. This includes preparing and/or distributing union related materials.





4. Civil Service Discipline. This includes the representation of any bargaining unit
member in disciplinary matters before the Civil Service Board.

5. Bargaining/Negotiations. This includes any matters deemed to be a mandatory
subject of bargaining.

6. Representation in grievance or disciplinary proceedings.

G. Requests for City Business Time

1. A union member who wishes to use City Business time must submit a written
request (e-mail will suffice) as soon as the need for time is known but no later than
72 hours in advance, when practical, of the time requested to an individual
designated by Labor Relations or authorized designee. Any such request must
specify what the time will be used for. A request for City Business time will be
approved only if the activity has a directly advances City operational interests.
Upon Labor Relations approval, Fire Department time management will be notified
of the approved leave for entry into Telestaff.

H. If any part of Section 1-3, or the section in its entirety, is found to conflict with
Federal or State law and is therefore deemed illegal, null, or void, that
determination shall not affect the validity of the remaining provisions of this
MOU.

I. Union Representatives

1. The Union may designate one (1) 493 Executive Director, three (3) 493 Directors,
and four (4) Union Representatives to represent members of our unit when
appropriate. The Phoenix Chapter President shall notify the Fire Chief of these
designations. There shall be no obligation on the Department to change or adjust
normal departmental scheduling or assignments of personnel as a result of such
designations.

2. Union representatives may attend mutually scheduled grievance, investigative,
and disciplinary meetings and hearings with department representatives during
duty hours by using the Bank of Donated Leave. Time spent during duty hours for
any other union activity, such as gathering information, interviewing the grievant or
witnesses, attending a union meeting, or preparing a presentation shall also be
charged against the Bank of Donated Leave as described in Article 5, Section 5-
5.

J. Union members may be authorized in advance in writing to engage in Union related
activities during duty hours on a non-paid basis by the Fire Chief at such time and in
such instances when in the discretion of the Chief such will not in any manner interfere




with the efficient and economical operations of the Department nor adversely impact
the level of Fire Fighting services or support services.

K. There shall be no use of official time for Union-related activities except as expressly
authorized under Section 1-3E of Article 1. The Department shall maintain procedures
to administer and control use of official time in conformity with the provisions of this
Section.

L. Upon the Union’s filing of a Third Party Data Sharing Agreement with the Labor
Relations Division, the City shall furnish to the Union on request, at actual cost, a
listing of Union members on City payroll deduction in July and January during the term
of this agreement indicating name, mailing address, and job assignment. The City
shall also provide the Union with a semiannual report in July and January listing
Unit 5 member names, phone numbers, and email addresses as available.

M. The City shall, in conformity with the provisions established in the Meet & Confer
Ordinance, Chapter 2, Article XVII, of the City Code, deduct monthly the Union
members regular periodic Union membership dues and/or special assessments
pursuant to authorization on a form to be provided by the City, duly completed and
signed by the Union member, and transmit such deductions to the Union on a monthly
basis; except, however, that such deduction shall be made only when the member’s
earnings for a pay period are sufficient after other legally required deductions are
made. The City shall, at the request of the Union, make changes in the amount of the
deduction hereunder during the term of this Memorandum at cost for implementing
such change. The City shall not make dues deductions for Unit members on behalf
of any other employee organization during the term of this Memorandum. The City
assumes no liability on account of any action taken pursuant to this paragraph. In
addition, with sufficient notice the Union may request a change in dues deduction to
either monthly or bi-weekly for the entire membership each July 1 or at other times
agreed to by the parties. By filling out and submitting a voluntary deduction form for
membership dues, each unit member is clearly and affirmatively consenting to the
deduction of the stated amount of money for membership dues from their pay check.

N. The City will continue to provide those bulletin boards as designated by the City in the
past exclusively for posting of official Union literature that is not political in nature,
abusive of any person or organization, or disruptive of the department's operations. In
addition, the Union will be allowed to use all Fire Department Communications tools
to disseminate such information when necessary. Such announcements shall not be
political in nature, nor shall they be abusive of any person or organization or disruptive
of the department's operation. The Assistant Chief in charge of personnel, or his
designee, shall review the content of the buck slip communications prior to distribution.

O. Nothing herein shall be construed to diminish the Union's rights under the provisions
established in the Meet & Confer Ordinance, Chapter 2, Article XVII, of the City Code.




P. The City will provide the Union, upon request, non-confidential and readily available
information concerning the Union that is necessary to Union representatives for
negotiations, and is not otherwise available to the Union, such as personnel census,
member benefit data, and survey information. Such requests shall be made through
the Assistant Chief in charge of personnel. Any unusual costs incurred by the City in
connection with this Section shall be borne by the Union.

Q. The Union and the Department will jointly present training to new Fire Fighter recruits
about the activities that are mutually beneficial to the City and the Community. This
time will be allotted sometime during the last 4 weeks of training of said recruits at the
Training Academy. During such discussions, Union representatives shall avoid the
dissemination of information that is political in nature, abusive of any person or
organization or disruptive of the Department's operation. City business time will be
available for this purpose.

R. Seniority

1. The City shall provide the Association with a list of unit members showing each
unit member’s City employment date and class employment date.
2. Seniority shall be by length of service within a class. If seniority within the class is
not determinative, then length of service with the City shall prevail.
3. Seniority will be applied in conjunction with City of Phoenix Personnel Rule 14.
4. The Department will also post an annual seniority list (beginning of the fiscal year)
on the Department’s internal webpage. In addition, new promotional lists for Fire
Engineer and Fire Captain will be posted on the internal webpage after they are
certified and finalized by City HR.


Section 1-4. Rights of Unit Members

A. All members have the right to have the Union serve as their meet and confer
representative without discrimination based on membership or non-membership in the
Union or any other organization. Whenever the terms “member, Unit members,
grievant” or some derivation of those, is used in this MOU it shall be synonymous with
the term “Unit member.”

B. Union members have the right to be represented or not to be represented by the
Union in dealings with the City concerning grievances and matters pertaining to their
individual employment rights and obligations.

C. It is understood by the parties that the benefits granted by Section 1-4 of Article 1 shall
not be interpreted or applied as requiring the employer to count as time worked any
hours or fractions of hours spent outside the member’s work shift in pursuit of benefits




provided by this Section. The employer shall count as paid leave any hours or fractions
of hours spent within the member’s regular work shift in pursuit of benefits provided
by this Section.

D. The official discipline record is maintained in the Personnel File by the Human
Resources Department. Copies maintained in either the Supervisory and/or
Department files are not the official record. Members may request to
remove/inactivate eligible documents based on the below criteria by contacting the
department Human Resources Officer. Official records may only be inactivated and
not removed per records retention law, and members will receive confirmation once
the requested record is removed/inactivated.

Department File Personnel File
Document Supervisory File (if applicable) (OFFICIAL FILE)
Maintain original
in file.
Coaching’s/Supervisory Not maintained Not maintained
Remove annually
Counseling’s in file. in file.
provided no further
incidents.
Maintain copy Maintain original
in file. in file.
Member may Member may request
Written Reprimands
request to remove to inactivate
after 3 years (from after 3 years (from
Maintain copy date of NOI). date of NOI).
in file. Maintain copy Maintain original
Remove annually in file. in file.
Suspensions (from date of NOI) Member may Member may request
(other than below) provided no further request to remove to inactivate
incidents. after 10 years after 10 years (from
(from date of NOI). date of NOI).
Discipline under 21b2,
Maintain copy Maintain original
21b4, 21b5, 21b12,
in file. in file.
21b13, 21b14, 21b15,
Cannot Remove May not be inactivated
21b18, 21b19, 21b20.

Discipline older than 5 years from the date of NOI, will not be considered for
progressive discipline or promotion/transfer purposes except for the following types of
discipline, which may be considered for the duration of employment (and upon the
member’s return to employment, if applicable):

Sustained discipline of 40-hour suspension or greater of the following types:

• The member has been abusive or threatening in attitude, language, or conduct
towards fellow members, customers of the City, or the public.






• The member has solicited or taken for personal use a fee, gift or favor in the course
of the assigned work or in connection with it, which would lead toward favoritism
or the appearance of favoritism or a conflict of interest.
• The member is in possession of a deadly weapon (as defined in ARS 13-3101),
excepting a pocketknife (as provided in ARS 13-3102) at a City worksite1, unless
such member is a police officer.
• 1(A worksite includes not only City buildings and property, but also City vehicles
and private vehicles while being used on City business, and other assigned work
locations).
• The member has intentionally falsified records or documents made, kept, or
maintained for or on behalf of the City of Phoenix.
• The member has stolen or is in unauthorized possession of City property or the
property of another employee or citizen.
• The member is under the influence of alcohol or illegal drugs on the job.
• The member has violated City of Phoenix anti-harassment or anti-discrimination
policies.
• The member committed a violation of the City's Ethics Policy.
• The member’s actions meet the elements of a felony.
• The member committed an act of dishonesty.

E. Supervisors are encouraged to discuss concerns and attempt to resolve those
concerns with a member without utilizing a formal investigatory process. Supervisors
are encouraged to not utilize an investigatory process unless they have a reasonable
belief that discipline (a written reprimand or higher) could result. Should information
be made during a conversation to attempt to resolve an issue that could result in
discipline, the supervisor will stop the meeting and utilize an investigatory process as
outlined below. Any interview becomes investigatory when facts or evidence sought
by the City may result in a disciplinary action.

1. The City may, at its discretion, either conduct investigatory interviews with
members or issue members written questions. In either case, a Notice of Inquiry
(NOI) form will be used. The intent of the NOI is to clearly put members on notice
that they are under investigation that could result in discipline, inform them of the
nature of the allegations against them, and inform them of their right to
representation.

2. If the City elects to issue written questions to the member, the following shall apply:

a) If an NOI is being issued and there is no active questioning, representation is
not required. Members may bring a representative if they desire, however there
will be no discussion during the issuance of the NOI.







b) The member will have 72-hours excluding holidays and N-days to respond in
writing and provide any other material requested. This deadline may be
extended by mutual agreement if there are extenuating circumstances.

3. If the City elects to conduct an investigatory interview, the following shall apply:

a) Prior to the member being interviewed, the member shall be advised of their
right to a representative.

b) The NOI form will be issued at the meeting.

c) The union representative may assist and consult with the member, attempt to
clarify the facts or questions asked, and suggest other members or witnesses
who may have knowledge of the underlying issues. The union representative
cannot speak on behalf of the member or impede the progress of the interview.

d) The member or representative may ask for a caucus during the meeting.
Caucuses will be granted for a reasonable timeframe.

e) The interviewer may not prohibit the union representative from engaging in
representation, including consulting with the member. The member shall be
allowed to seek advice from their representative in caucus during the interview.
A caucus will not be permitted when a question is pending. The member will
be given the opportunity to clarify their answer after the caucus.

f) All parties may not behave in a violent, verbally abusive, insulting, or
demeaning manner toward the interviewer.

g) Prior to the conclusion of the meeting, the member or representative shall have
the opportunity to make a closing statement.

h) If the department requires a written statement at an investigatory meeting, the
member will be compensated up to one hour of City time to write the statement.
Additional time may be granted at the discretion of the department and will not
be withheld arbitrarily.

i) The City will notify the Unit member within 7 calendar days following the
conclusion of all investigative interviews and final preparation the draft
summaries. Upon notification, the Unit member will have 7 calendar days to
make a written request for the audio files and/or the draft summary of the Unit
member’s interview, which the City will provide. After receiving the requested
audio files and/or the draft summary of the Unit member’s interview, the Unit
member will have 7 calendar days to provide, in writing, clarification of the Unit
member’s interview answers and draft summary of Unit member’s interview.




j) Except for emergency situations, the unit members shall have a minimum of 48
hours to arrange for union representation when the member is the subject of
an administrative investigatory interview. The union representative will make
every reasonable attempt to arrive within the 48 hours. A member may waive
the 48-hour time requirement if the member is not opting for representation.

4. Regardless of whether the City elects to interview the member, or issue written
questions, the following shall apply:

a) The member will be instructed not to speak to anyone regarding an
investigation. This restriction does not apply to the union, the union’s attorney,
the member’s family, the member’s attorney, the investigator, or chain-of-
command.

b) The member will be advised if the inquiry is supervisor initiated or the result of
a citizen complaint, employee/co-worker complaint, or other.

c) The member shall also be informed of the Garrity protections afforded to public
employees who may also be under criminal investigation or whose actions
meet the elements of a crime [Garrity v. New Jersey, 385 U.S. 493, 87 S.Ct.
616 (1967)].

d) The Department will make available for review to the unit member and/or his
representative any relevant and readily available material that is being used as
the basis for an allegation of misconduct.

Material includes any video, audio, photographs, or documents known at the
time the internal investigation is initiated and that are specifically related to the
conduct of the unit member under investigation. Material does not include audio
recorded interviews of witnesses; complaints that are filed with the employer
and that include allegations of unlawful discrimination, harassment, or
retaliation or complaints that involve matters under the jurisdiction of the United
States equal employment opportunity commission); material(s) or facts that
would impede the investigation; or investigative leads captured during the
investigative process.

Prior to interviewing an involved member, the investigating supervisor will
complete and provide an investigation material list to the involved member.

e) A unit member shall receive a copy of any statement that they are asked to
sign.






f) Every 60 days, the Chief assigned to Human Resource, or a sworn designee
will provide, either verbally or in writing, a status update to a unit member who
is under investigation. If a member is in an at home work assignment, that
communication will take place every 45 days.

5. Miscellaneous

a) A unit member identified solely as a witness will not be prevented from
contacting the union (association) on their own time to consult with a union
(association) representative prior to their interview.

b) No investigatory documentation, such as the NOI or witness statements shall
be kept in the Personnel or Supervisory Files after the investigation is
concluded.

c) The City will not require or compel Unit 5 members to make any self-
incriminating statements during criminal investigations.

6. Unit members will be permitted to apply and/or compete in a transfer process while
in a pending investigation. The transfer process will not be delayed pending the
conclusion of the related investigation.

7. A member who receives a written reprimand or suspension may request a copy of
the information upon which the written reprimand or suspension was based,
pertaining to what was specifically cited in the discipline at no cost to the member.

8. It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the member/employer to count as time worked,
any hours or fractions of hours spent outside the member's work shift in pursuit of
benefits provided by this Article unless otherwise specified in this MOU. The
employer shall count as time worked any hours or fractions of hours spent within
the member's regular work shift in pursuit of benefits provided by this Article.

F. Member Discipline

Any member receiving discipline that results in a loss of hours, or days or work, will
have those hours converted to match their appropriate work schedule. Discipline for
40-hour members shall be equal to 8 hours for one work day. Discipline for 56-hour
members shall be equal to 11.2 hours for one work day. Any discipline exceeding one
day will be increased proportional to the hours outlined in this section. A 56-hour
member may choose to use earned vacation or compensatory time to account for the
remaining workday hours.






G. Recognizing the shared goal of conducting timely and thorough administrative
investigations, the parties agree to establish a Labor Management Committee
(Member Investigation/Discipline Committee) to review current processes and
recommend improvements. The Committee shall consist of representatives
from the Union and representatives from the City’s management, including
representatives from Human Resources. The Committee’s findings and
recommendations shall be submitted to the City Manager no later than June 30,
2027.


Section 1-5. Prohibition of Strikes and Lockouts

A. The Union pledges to maintain unimpaired Fire Fighting and related supported
services as directed by the Fire Chief. It shall not cause, condone, counsel or permit
members, to strike, fail to fully and faithfully perform duties, slow down, disrupt,
impede or otherwise impair the normal functions and procedures of the Department.

B. Should any members of the bargaining Unit during the term of this Memorandum, and
until such time that it is expressly and legally rescinded, breach the obligations of
Paragraph A, the Fire Chief or his designee shall immediately notify the Union that a
prohibited action is in progress. The Union shall forthwith disavow said strike or other
prohibited action and shall endeavor in good faith to cause such members to
immediately return to work and/or cease the prohibited activity or, alternatively accept
the responsibility for the strike or other prohibited activity.

C. There shall be no lockout by the City during the term of the Memorandum.

D. The provisions of Section 2 (17) and section (13) of Ordinance G-1532, are
incorporated into this Memorandum.



Article 2: Grievance/Arbitration/Labor Management

Section 2-1. Grievance Procedures

It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the employer to count as time worked, any hours or
fractions of hours spent outside the member’s work shift in pursuit of benefits provided
by this Article. The employer shall count as time worked any hours or fractions of hours
spent within the member’s regular work shift in pursuit of benefits provided by this Article.

A. Informal Resolution




1. As a matter of good labor-management relations the parties encourage unit
members who believe that they have a bona fide grievance to discuss and attempt
to resolve it with their immediate non-unit supervisor.

2. If the above informal discussion is held and does not resolve the grievance, the
unit member may file a formal grievance in accordance with the following
procedure.

B. Definition of Grievance

1. A grievance is a written allegation by a unit member, submitted as herein specified,
claiming violation(s) regarding the interpretation and/or application of the specific
express terms of this Memorandum for which there is no other specific and formal
method of review; and doesn’t have a fact pattern that has been presented to and
decided upon by the City Manager in a prior grievance. However, disputes
specifically excluded in other Articles of this Agreement from the Grievance and
Arbitration procedure shall not be construed as within the definition set forth above
and shall not be handled in accordance with this procedure. It is agreed that such
excluded disputes are not grievable or arbitrable under the terms of this Article or
under this contract.

2. The City continues to retain the format used for grievances, including forms,
technology, etc.

3. A grievance which does not meet the requirements set forth in this Article shall be
null and void, and will not be processed in accordance with this procedure.

C. Procedure

All grievances covered by this Article shall be handled exclusively in the following
manner:

A grievance must be reduced to writing, citing the specific Article and Section of this
Memorandum alleged to have been violated.

1. Step 1

The unit member shall reduce the grievance to writing by signing and completing
the grievance form provided by the City and submit it to the division head, or
designee, within 14 calendar days of the initial commencement of the occurrence
being grieved. (Not withstanding other pertinent time bars, statute of limitations,
etc., the City acknowledges that certain violations may constitute “continuing
violations” thereby permitting submission within 14 calendar days of subsequent




occurrences, if applicable.)

The division head, or designee, may investigate, further consider, and discuss the
grievance with the grievant and the grievant's representative, if any, as deemed
appropriate, and shall, within 14 calendar days of having received the written
grievance, submit a response thereto in writing to the grievant. The parties by
written mutual agreement may move the grievance to Step 2 of the grievance
procedure.

2. Step 2

If the written response of the Step 1 does not result in a resolution of the grievance,
the grievant may appeal the grievance by signing and completing the City form
and presenting it to the department head, or designee within 14 calendar days of
the grievant's receipt of the Step 1 response.

The department head, or designee, may further consider and discuss the
grievance with the grievant and the grievant's representative, if any, as deemed
appropriate, and shall, within 14 calendar days of having received the written
grievance, submit a response thereto in writing to the grievant. The parties by
written agreement may move the grievance to Step 3 of the grievance procedure.

3. Step 2.5

After the Step 2 response, but prior to review by the Grievance Committee, the
parties involved may mutually agree to submit the grievance to Labor Relations.
The grievance, as originally written and Step 1 and Step 2 responses, must be
submitted to Labor Relations within 14 calendar days of receipt of the Step 2
response. Labor Relations shall, within 14 calendar days of the receipt of the
grievance, meet with the department head, or designee, and the grievant and the
grievant's representative, if any, in an attempt to resolve the grievance. Labor
Relations shall then submit a written response to all parties within 14 calendar days
of the meeting.

4. Step 3

a) If the written response of the Step 2 (or 2.5 if applicable) does not result in a
resolution of the grievance, the grievant may, within 14 calendar days of the
Step 2 response, appeal the grievance by signing and completing the City form
and presenting it to Labor Relations. A Grievance Committee hearing will be
scheduled at which the grievant shall be afforded the opportunity to fully
present his position and to be represented.

The Grievance Committee shall be composed of:




Chairman – A member of the City Manager’s Office designated by the City
Manager.
2 Members – Mutually agreed upon by City Manager’s Office and Local 493.

The Grievance Committee shall submit findings and advisory
recommendation(s) to the City Manager. The City Manager shall make the final
determination of the grievance and submit it in writing to the grievant and his
designated representative.

b) If the grievant so elects in writing within the above time limit, in lieu of such
hearing the grievance may be reviewed by an arbitrator. The parties, or their
designated representatives, shall agree on an arbitrator, and if they are unable
to agree on an arbitrator within a reasonable time, either party may request the
Federal Mediation and Conciliation Service to submit to them a list of 7
arbitrators who have had experience in the public sector. The parties shall,
within 7 calendar days of the receipt of said list, select the arbitrator by
alternately striking names from said list until one name remains. Such person
shall then become the arbitrator. The arbitrator so selected shall hold a hearing
as expeditiously as possible at a time and place convenient to the parties, and
shall be bound by the following:

i. The arbitrator shall be bound by the language of this Memorandum and
departmental rules and regulations consistent therewith in considering any
issue properly before him/her.

ii. The arbitrator shall expressly confine him/herself to the precise issues
submitted to him/her and shall have no authority to consider any other issue
not so submitted to him/her.

iii. The arbitrator shall be bound by applicable State and City law.

iv. The cost of the arbitrator and any other mutually incurred costs shall be
borne equally by the parties.

The arbitrator shall submit findings and advisory recommendations to the
City Manager. The City Manager shall make the final determination of the
grievance and submit it in writing to the grievant and his designated
representative.

c) The City is not under any obligation to accept grievances where the City
Manager has previously decided on the same fact pattern.

D. Time Limits





Failure of City Management representatives to comply with time limits specified in
Paragraph C shall entitle the grievant to appeal to the next level of review; and failure
of the grievant to comply with said time limits shall constitute abandonment of the
grievance; except however, that the parties may extend time limits by mutual written
agreement in advance of the deadline.

E. Union Grievance

The Union may, in its own name, file a grievance that alleges violation by the City of
the rights accorded to the Union by the specific terms of Article 1-3 of this
Memorandum. The Union shall file such grievance at Step 3 of this Procedure.

F. Group Grievance

When more than one unit member claims the same violation of the same rights
allegedly accorded by this Memorandum, and such claims arise at substantially the
same time and out of the same circumstances, a single group grievance may be filed
in the name of all such members. Such group grievances shall be filed at the Step of
this Procedure which provides the lowest level of common supervision having
authority over all named Grievants. Each unit member that is a party Grievant must
be named and must sign such group grievance.

G. Employer Grievances

Should they occur as a result of official Union activities or actions, including the failure
to act as required under the terms of this Memorandum, employer grievances will be
presented directly to the Union president or any officer of the Union within 14 days of
the occurrence prompting the grievance. The president, or designee, shall in each
case provide a written answer within 14 days from receipt of the grievance.
Unresolved employer grievances may be submitted to arbitration pursuant to Step 3.


Section 2-2. The RBO / Labor-Management Process

A. The purpose of the Relationships by Objectives (RBO) committee is to enhance
service delivery models and address public safety member-related issues. The RBO
process is done through the facilitation and open discussion of mutual concerns and
problems which may include; implementation of major department programs and/or
substantial modifications of existing major programs that will have a significant impact
on service delivery or work schedules. Items of concern are then enacted as initiatives
to be in accomplished over the course of the year that follows.

B. The RBO Committee shall meet annually at mutually scheduled times, and at other
mutually agreed upon times as necessary. The RBO Committee process consists of




a Correlating Team. The Correlating Team includes the following representatives from
Labor and Management: the Fire Chief and Executive Staff (Assistant Fire Chiefs) and
the Union President and Labor Executives. For each initiative mutually identified in the
RBO process, a Committee is established consisting of representatives from labor and
management and facilitated by co-chairs. Sub-committees are further developed to
facilitate meetings to achieve goals as set forth in the agreed upon initiatives.
Throughout the year, Committees and Sub-Committees will meet regularly to
accomplish their RBO initiatives.

• The parties agree that during the term of the 2026-28 MOU, a Subcommittee
will meet regularly to discuss practices related to industrial leave.

C. There shall be a Fire Labor-Management Committee consisting of the Fire Chief and
Union President. The Fire Labor-Management Committee provides oversight for the
entire RBO / Labor-Management Process.

D. A standing agenda will be developed. The members shall, in advance of a meeting,
provide the co-chairs with proposed additional agenda items, and the co-chairs will
provide the members with the meeting agenda. To ensure clarity and continuity,
the parties agree to document the discussion and decisions from the meeting.

E. Representatives of the Union on the Committee shall not lose pay or benefits for
meetings mutually scheduled during their duty time.

F. The Sub-Committees may be supplemented by representative(s) of the City Manager
if it is proposed to discuss mutual aid or fire protection contract matters.

G. The Sub-Committees may, if they deem proper, suggest recommendations to the Fire
Chief and the City Manager for their consideration and determination.

H. Members who are designated by the Fire Labor-Management Committee as
RBO/Labor Management Coordinators will be eligible for compensation from a bank
of 2,112 hours. These individuals, limited to no more than 11 members, will work with
management on the priorities determined through the RBO (Relationships by
Objectives) process. These initiatives pertain to enhancing operational efficiencies,
service delivery, and improvements to member safety and organizational
performance.

I. It is understood by the parties that the benefits granted by Section 2-2 of Article 2 shall
not be interpreted or applied as requiring the employer to count as time worked any
hours or fractions of hours spent outside the member’s work shift in pursuit of benefits
provided by this Section. The employer shall count as paid leave any hours or fractions
of hours spent within the member’s regular work shift in pursuit of benefits provided
by this Section.




J. The City will provide the professional services of a secretary for the labor-
management process. The secretary will be assigned to the community affairs
division of the Phoenix Fire Department and will work at the direction of the Fire Labor-
Management Committee. The selection process for this position shall be determined
by the Fire Labor-Management Committee.

K. In the interest of encouraging member total wellness and providing customer service
delivery, the City of Phoenix Fire Department and Phoenix Fire Fighters Association
Local 493 will develop a drug testing policy through the Fire Labor/Management
process. The drug testing program will be administered and managed by the Fire
Department.


Section 2-3. Productivity Discussions

A. Recognizing the need to provide the highest practical level of fire protection and
emergency medical service to the citizens of Phoenix, the City, Fire Department, and
Union, pledge to continue to work towards increasing the productivity of the Phoenix
Fire Department. In a continuing commitment towards increased productivity, the joint
Labor-Management Productivity Committee shall meet on a regular basis during the
term of the M.O.U. to discuss the development of structured productivity programs
within the Phoenix Fire Department.

B. The distribution of any demonstrated economic savings or other productivity rewarding
measures resulting from the implementation of productivity programs shall be a proper
subject for the Meet and Confer process pursuant to the provisions established in the
Meet & Confer Ordinance, Chapter 2, Article XVII, of the City Code.

C. It is understood by the parties that the benefits granted by Section 2-3 of Article 2 shall
not be interpreted or applied as requiring the employer to count as time worked any
hours or fractions of hours spent outside the member’s work shift in pursuit of benefits
provided by this Section. The employer shall count as paid leave any hours or fractions
of hours spent within the member’s regular work shift in pursuit of benefits provided
by this Section.



Article 3: Compensation/Wages

Section 3-1. Wages

A. In year one of this agreement, Unit 5 employees will receive:




• A 2.0% base wage increase, effective the first full pay period in July 2026.
• A non-continuous payment of $500 for each full-time unit employee to be
paid out on the first full pay period in July 2026.
• A non-continuous payment of $896.00 for each full-time employee to be paid
out on the first full pay period in August 2026.

B. In year two of this agreement, Unit 5 employees will receive:

• A 0.50% base wage increase, effective the first full pay period in July 2027.
• A non-continuous payment of $1,394.00 for each full-time employee to be
paid out on the first full pay period in August 2027.

C. During each year of this agreement, all unit employees who are eligible for merit
increases will be advanced one step in the pay grade in accordance with the
provisions of the Pay Ordinance.

D. Members assigned to, or assigned as rovers to, Special Operations Teams, canine
search specialists team, and the ARFF program team, and who have also achieved
and maintained the level of Technician, or equivalent, through specific training and
education, shall receive Special Ops Team pay. Members certified in both hazmat
(HMT) and technical rescue (TRT) and assigned to, or assigned as rovers to fill cross
trained positions on the heavy rescue squads and/or C-957 shall receive Bi-Tech
Team pay, which is the sum of HMT & TRT Special Ops Team pay combined.

A member who is awarded a position on a team in this section shall receive their
Team Pay no later than 6 months, if the Fire Department has not offered the member
a training spot in the required entry level Special Operations course within 6 months
of accepting their team position.

If members who are required to obtain dual technician certification (C957 Captains
and members assigned to heavy rescue squads) do not have either team pay and
member has not been offered a training spot in the required entry level Special
Operations course within 6 months of accepting their assignment, they will receive
team pay for one of the two disciplines. If the member has one technical certification
in good standing and is receiving team pay, the member will receive assignment pay
for the second discipline if the member has not been offered a training spot in the
required entry level Special Operations course within 6 months of accepting their team
position.

E. Members who meet the Fire Department’s linguistic skill qualifications and become
certified, shall receive a premium of $75.00 per month.






F. It is understood that the pay rates set forth in Attachment “A” are interpreted to be
specific with regards to steps as implemented in the classification and compensation
and passed in Ordinance S-49802 by the City Council on May 31, 2023, except that
performance related items including, but not limited to, special merit increases, special
salary adjustments, demotions, assignment pay and extensions in merit pay
anniversary dates resulting from extended leave without pay, industrial, and
reinstatements may alter a member’s step progression and monthly salaries as
indicated in Attachment “A.”

If a member is not given his/her performance evaluation by the annual review date,
the member may request his/her merit increase in writing by sending a memorandum
directly to the Human Resources Officer. If the performance evaluation is an overall
“met,” the request will be processed within 21 calendar days of submittal and will be
retroactive to the performance evaluation annual review date.

G. Members assigned by the Fire Chief to staff assignments in authorized staff positions
(40 hours) will be entitled to 10% assignment pay if such assignment is to exceed 2
consecutive pay periods, and shall continue to receive such assignment pay for the
duration of such assignment. This provision shall not apply to members attending
recruit training or members assigned to limited duty. Members assigned to
authorized 40 hour staff assignments and who begin receiving staff assignment pay
shall also be eligible to continue all other current assignment pays provided all
required certifications are maintained. Members assigned to limited duty shall
continue to receive holiday pay and FLSA/work week adjustments (Section 4-1,
Paragraph E, of Article 4) for the duration of their limited duty assignment, irrespective
of their actual work hours.

H. Members assigned to any 40 hour staff positions shall receive 2 8 hour or 10 hour
professional development days per year depending on their schedule. The member
shall decide the days and areas of development. These days shall be assigned
through the vacation signup process. No member shall receive these days in addition
to the full amount of Local 493 days.

I. The Fire Department's 21-day pay schedule normally begins on C-shift Mondays. In
any leap year, ERSO, South Shift Command, Payroll and Local 493 will identify the
first and most appropriate "Payroll Monday" to switch to a leap year schedule.

J. Effective the first full pay period in July 2023, Unit 5 members shall be paid Nightwork
Pay of $5.00 per hour on all hours actually worked between 2200 hours and 0600
hours. No member shall receive the hourly Nightwork Pay while on paid leave.

Nightwork Pay must be accounted for in base wage computations for the purposes of
any and all classification and compensation studies and comparisons.





The parties agree to evaluate this program during the term of the 2023-24 M.O.U.

K. Union Requested Job Classification Studies

1. The Union may submit a prioritized written request of classifications specific to the
unit that they wish to have studied each contract term. All written requests shall
include a full explanation of why the classification should be studied. This
explanation shall indicate whether the Union is requesting a full classification study
(including job levels and job architecture) or if the request is limited to a
compensation review to assess market competitiveness and grade and salary
levels. Requests from the Union will be prioritized with other standing requests.

2. The Union and the City have met regularly since the implementation of the 2023
class & comp study to resolve issues that resulted. As such, the Union and City
Human Resources Department (including representatives from the Class & Comp
Division) will meet with Union leadership monthly during the term of this MOU to
discuss issues arising from the 2023 citywide classification and compensation
study.

L. There shall be a Labor Management Committee established during the 2026-28
MOU to discuss the implementation of a citywide labor management system for
payroll/time and attendance related functions and the potential impact on
members.

Section 3-2. Productivity Enhancement Pay

A. In recognition of the significant increase in service delivery and cost savings to the
implement the following Productivity Enhancement Pay formula for members:

1. In November of each calendar year and June of each calendar year, members
who have completed at least 7 years of continuous full-time service and who meet
the additional qualifications specified in Section 3-1A of Article 3 shall be paid
$80.00, pro-rated and included each pay period in the qualifying unit member’s
regular pay check throughout the year, for each full year of continuous full-time
service in excess of 5 years, up to a semi-annual maximum of $2,000.00, annual
maximum of $4,000.00 at 30 years.

2. Members on industrial leave shall qualify for this payment for only the first year of
the industrial leave. However, the entire period of industrial leave shall qualify as
continuous service when the member returns to active employment.

3. Adjustments to payments will be made as soon as possible but no later than 30
days of the qualifying date.




B. A member must have achieved the overall performance rating of "meets standards"
on his latest scheduled performance evaluation on file in the Human Resources
Department.

C. A member who receives a below "meets standards" evaluation shall receive another
evaluation within 90 to 120 days, and if that evaluation is "meets standards," he will
be eligible for Productivity Enhancement Pay starting with the next qualifying date.


Section 3-3. Overtime

A. Members who are assigned to be and are on duty beyond their scheduled work shift
shall be compensated for such assigned overtime work at 1 ½) times their regular rate,
56 hours or 40 hours, after the first 7 minutes of assigned and worked overtime
calculated to the nearest 1/4 hour.

B. Members shall have the option of being paid in cash for overtime, or allow the
overtime to accrue as compensatory time up to a maximum of 168 hours for members
working a 56 hour schedule, or 120 hours for members working a 40 hour schedule.

C. Overtime compensation shall not be paid twice for the same hours worked.

D. Use of compensatory time shall be in conformance with the requirements of the Fire
Chief and shall take into consideration departmental scheduling and operational
factors.

E. Payment for time worked shall be in conformance with the requirements of the Fire
Chief and shall take into consideration departmental scheduling and operational
factors.

F. The provisions of Section 3-2 of Article 3 shall not apply where a member is assigned
out-of-class to a non-Unit position.

G. Allocation and opportunities for overtime shall be discussed in the Labor/Management
process.

H. The Fire Department will maintain daily “peak time” opportunities on either 2 person
rescues or 4 person units on a peak time basis only. Special events staffing and
overtime opportunities outside of the 9-11 response system will not be counted as a
peak time opportunity.

This item reflects an agreement between the Fire Department and the Union in 1984
on the future staffing of the rescues. The increased work-load and responsibility of




the full time rescues was incented by agreement that there would be overtime
opportunities on peak time rescues. Further, the department was reorganized through
the RBO process in 1993 to enhance ALS and rescue capabilities throughout the city.
This reorganization included a pool of members to staff back rescues and guarantee
that no new member would have to work more than 200 shifts on a rescue. Members
agreeing to be in this pool are then entitled to work on the peak time rescues on an
overtime basis when their name comes up in a rotation. The Fire Department and
Local 493 will continue to work jointly through the RBO Process to determine the
deployment of peak time units to ensure the greatest benefit to the service delivery
system and provide adjustments, when needed.


Section 3-4. Call Out Pay

A. Call out time shall be at a minimum of 3 hours at 1 ½ times the member’s regular rate
of pay, 56 hours or 40 hours depending on assignment, after the first 7 minutes
calculated to the nearest 1/4 hour. If a unit member leaves a call out event without
authorization prior to the termination of the event, Section 3-2A of Article 3 shall not
apply.

B. The provisions of this Section shall not apply where a member is assigned out-of-
class to a non-Unit position.


Section 3-5. Out-of-Class Pay

Pursuant to A.R. 2.201, members may be eligible for out-of-class pay when
performing the full range of duties of a higher rank. 16 hours of out-of-class work on
a shift for members will constitute a full shift of out-of-class assignment pay. There will
be no out-of-class pay for working less than 16 hours. A member who has qualified
under the out-of-class provisions will be compensated at the minimum rate
established, and for each completed work shift served in the higher rank. In the
event of overlapping salary range, a one-step differential or 5% will be paid for the
out-of-class.

In order to qualify to be eligible to receive out-of-class assignment pay, members must
complete 8 shifts of out-of-class assignment (16 hour minimum to constitute a full shift).
As an alternative for qualifying only, 192 hours of out-of-class assignment shall satisfy the
minimum qualifications required to become eligible for out-of-class pay. For the purpose
of the 192 hour qualifier, out-of-class hours must be in increments of no less than 7 hours.

Members on a 40 hour schedule will complete 11 shifts, 6 hours minimum of out-of-class
assignment, to satisfy the minimum qualifications for out-of-class pay.





Section 3-6. Sick Leave Conversion at Retirement

The following benefit will apply:

A. Definitions

1. "Qualifying Hours" - The minimum number of accrued and unused sick leave
credits existing on the last day of service prior to retirement, which are necessary
before a member can participate in the benefit program.

2. "Base Number of Hours" or "Base Hours" - The number of hours of accrued and
unused sick leave credits which are uncompensated under Section 3-4 of Article
4 which the City will compensate the member.

3. "Base Hourly Rate" - The base hourly rate of pay being paid at the time of
retirement to the retiring member who qualifies for participation in the benefit
program.

B. Benefit and Eligibility

1. A member that has between 1 – 1,259 hours of sick leave remaining in their sick
leave bank at the time of retirement, or the 40 hour equivalent, shall be eligible for
payment of an amount of compensation equal to his/her base wage for 50% of
their hours.

2. A member who has accumulated a minimum of 1,260 qualifying hours or more of
accrued and unused sick leave at the time of retirement, or the 40 hour equivalent,
shall be eligible for payment of an amount of compensation equal to his/her base
hourly rate for 65% of their sick hours.

3. A member who has accumulated a minimum of 1,800 qualifying hours or more of
accrued and unused sick leave at the time of retirement, or 40 hour equivalent,
shall be eligible for payment of an amount of compensation equal to his/her base
hourly rate for 80% of their sick hours.

4. A member who has accumulated a minimum of 2,400 hours, or the 40 hour
equivalent, or more of accrued and unused sick leave at the time of retirement
shall be eligible for payment of an amount of compensation equal to 100% of
his/her base hourly wage for all hours.

5. Effective July 1, 2014, and thereafter, a member who has accrued at least 1286
hours for 56 hour members, or 919 hours for 40 hour members, of unused sick
leave may elect to have 168 hours for a 56 hour unit member, or 120 hours for a




40 hour unit member paid out in a lump sum. Any unit member may only elect to
exercise this benefit 3 times in their career, and not more than one time in a fiscal
year. Eligible members may elect to buy back their hours between July 1 and the
last pay period in January each fiscal year.

6. The payments described in numbers 1 through 5 above are not considered Final
Average Salary for purposes of pension calculations.

C. Administration

1. At the time of retirement or death of an active member who is eligible for
retirement, the City's Employee Benefits Division, or such other individual or
agency as the City may designate, shall determine the member’s eligibility and
the amount of accrued and unused sick leave to be compensated.

2. The member shall verify in writing the computation of the Employee Benefits
Division.

3. In the event a member’s eligibility for participation or the amount of compensation
is disputed, the dispute shall be submitted to the City Auditor for resolution.


Section 3-7. Deferred Compensation and Defined Contribution Plans

A. The City shall contribute an amount equal to 4.42% of each member’s biweekly gross
pay to the City’s 401(a) Defined Contribution Plan. Pension contributions will be made
by both the City and the member on the contributions.

B. At the member’s separation, for either retirement or exiting the Deferred Retirement
Options Program, the member’s sick leave payout amounts will be automatically
contributed into the City’s 401(a) plan. Any excess amount over the Internal Revenue
Code 401(a) plan contribution maximum limits will be automatically contributed into
the City’s 457(b) plan. Any portion of the excess amount that cannot be contributed
to the 457(b) plan because of Internal Revenue Code 457(b) plan contribution
maximum limits will be paid as taxable income. The 401(a) Plan Document as
approved by the Deferred Compensation Board will be the governing document.


Section 3-8. Non-Direct Payment of Compensation or Benefits

Various sections of this MOU contain a form of compensation, wages, or benefits that
have been negotiated in good faith and may or may not provide a direct payment of wages
or other benefit to each member. Those forms of compensation, wages, or benefits that
do not provide a direct payment to each unit member have been negotiated in place of a




direct payment and costed as part of the overall economic package. Examples include:
life insurance, long term disability insurance, leave payouts, member donated release
time, etc.



Article 4. Hours of Work/Working Conditions

Section 4-1. Hours of Work

A. The duty hours for members assigned to Operations or Emergency Services,
excluding 40 hour staff assignments, shall continue to average 56 hours per week.
Shifts shall continue to be 24 hours in duration.

B. The work hours and schedule of members assigned to an administrative staff
assignment (Non-Operations/56-hour schedule) shall be 5 8 hour days (excluding
authorized meal breaks), or 4 10 hour days (excluding authorized meal breaks) at the
discretion of the Fire Chief.

C. The work hours and schedule of members assigned to the Fire Investigations Section
may only be mutually changed by the Fire Chief and the Union President through the
Labor-Management process. Fire Investigation members will be assigned to one of
two 40-hour schedules that may include a 4/10 or a modified A, B, C shift schedule.
All schedules will equal a 40-hour work week. All Fire Investigators, regardless of
schedule will be paid overtime at the 40-hour rate.

Fire Investigation members assigned to the modified shift schedule will be required
to work on City paid holidays when their regular schedule shift occurs on that day.
Those members required to work on a City holiday as a result of the shift schedule
will receive pay in lieu of time off. The Fire Department shall continue its long-standing
practice of using sworn Fire Captains as Fire Investigators.

The Fire Department will attempt to maintain staffing levels of the Investigations
Section, in order to provide for investigatory needs of the Department. Any future
proposed staffing level recommendations will be discussed through the
labor/management process. A maximum of one vacation shift will be allowed per shift
for those members assigned to the modified A, B, C shift schedule, unless pre-
approved by department head or designee.

D. When a member is required to change from one type of a schedule to another by the
Fire Department, the Department shall allow a minimum of 16 hours between tours of
duty.





E. The work week for members on a 56 hour schedule shall be 53 hours. Members will
continue to work the existing 56 hour schedule. Members working the existing 56
hour schedule will be compensated as follows:

1. The first 53 hours will be paid at the base 56 hour rate.

2. The 54th hour will be paid at 1 ½ times the regular hourly rate.

3. The 55th and 56th hours will be paid at 2 times the base 56 hour rate.

F. Members attending a Department Sponsored Training Programs or courses may be
placed on one of two optional training schedules, based upon Operational, Training,
and budgetary considerations:

Schedule 1. Members may be placed on a 40-hour work week schedule and be
entitled to a 10% increase in pay in accordance with Section 3-1 (H) of this
Memorandum of Understanding. Members shall be paid on a 40-hour work week
until completion of the respective Training Program. In the event a member attending
the Training Program does not receive their regular Local 493 Days (as per Section
3-1 (I) of this Memorandum of Understanding), any missed Local 493 Days will be re-
scheduled prior to the member’s return to the Operations Division.

Schedule 2. Members may remain on their normal Operations schedule (A, B, or C
Shift) and be provided paid Fire Department leave to attend the Training Program
when their training is scheduled on shift. When members are required to attend
training on their days off, members will be compensated at 1 ½ times their regular
rate for the hours they are in attendance. Compensation and Local 493 Days will
remain the same as any other member assigned to a 56-hour work week. The
decision to utilize Schedule 1 or 2 will be discussed in a labor/management setting.

G. Each 56 hour unit member shall receive 4 shifts off per year, referred to in this MOU
as Local 493 days. This will allow for an hours reduction without specifying a specific
number of hours in this reduction or reducing current rates of pay, FLSA, or hours
reduction pay as specified in Section 4-1, Paragraph E, of Article 4. The rotation
system shall be worked out between the Fire Chief and the Union President with the
consent of the Labor Relations Division. These Local 493 Days shall be awarded
based on total seniority as a sworn member of the Fire Department. Unit 5 members
may submit a request to work a Local 493 day. Management may hire members to
work a Local 493 day in the event the constant staffing process is utilized to meet
minimum staffing requirements. Members who work a Local 493 day must work the
entire 24-hour shift and shall be compensated at a rate of one and one-half (1½) times
their regular rate of compensation, in addition to their regular pay. Members shall
have the option of being paid cash or allow the compensation to accrue as
compensatory time as governed by the current MOU.




H. The Fire Department and IAFF Local 493 agree to form a Comprehensive
1-3-2-3 Organizational Impact Review Committee to pursue an alternative work
schedule for Operations or Emergency Services (56-hour) members.

1. The parties agree on the following objective values that shall guide labor­
management efforts within the process:
• Services for our community shall not be negatively impacted.
• Costs to our residents shall not increase.
• Placing an emphasis on improving Firefighter health, wellness, and
safety.

2. The committee shall consist of representatives from Labor and Management
as determined by the Fire Chief and Union President, as well as
representatives from the City's Human Resources Department.

3. The committee will establish metrics to measure the impact of the alternative
schedule prior to implementation. These metrics shall include but are not
limited to the objective values stated above.

4. The alternative work schedule to be considered is as follows:
• Twenty-four (24) hours on; seventy-two (72) hours off; forty-eight (48)
hours on; seventy-two (72) hours off, referred to as a 1-3,2-3 schedule.

5. The committee may explore a pilot and/or phased approach to
implementation.

6. Implementation shall not unreasonably disrupt operations.

7. The alternate schedule creation and implementation costs shall remain cost
neutral.

8. The alternate schedule must be compatible with existing/established City
systems and procedures parameters (such as HRIS/Payroll).

9. Consistent with the objectives outlined above, the Comprehensive 1-3-2-3
Organizational Impact Review Committee shall evaluate and resolve
attendance matters necessary to support the implementation of the
Alternative Work Schedule (AWS), specifically the 1-3-2-3 schedule, and the
implementation of the Planned Earned Leave (PEL) concept.

The committee shall review the impact of these initiatives on leave usage,
overtime, shift trades, and other attendance related factors, and shall identify
reasonable operational adjustments and develop recommendations for




implementation necessary to support and sustain successful operation
while maintaining appropriate staffing levels. The committee shall provide
its recommendations within a reasonable period of time following its review
and consistent with the Committee Guidelines in Attachment C.


Section 4-2. Shift Trades

Two (2) members serving in the same classification may be granted the opportunity to
exchange shifts up to a maximum of 45 such exchanges per member in a contract year.
Shift exchanges shall not qualify an member for premium overtime payment and cannot
be repaid in any other form of compensation. All members seeking shift exchanges
(AWRs) must be current with all certifications and required training before being approved
for the exchange. All shift exchanges are subject to the approval of the Fire Chief or
his/her designee and shall be in conformance with regulations issued by the Fire Chief.


Section 4-3. Filling Vacancies

The Fire Chief will endeavor to permanently fill vacancies in regular positions, that are
duly authorized to be filled, expeditiously within limitations imposed on him by
administrative and operational factors, and thereafter, consistent with applicable Civil
Service Rules, based on length of service by classification when fitness and qualifications
of interested members for the particular vacancy are deemed to be equal by the Fire
Chief. When requested, departmental management shall indicate the reason why a
member was or was not transferred into a vacancy as part of Labor-Management
Committee proceedings. "Vacancy" hereunder is defined as a regular opening in any
position created by death, retirement, dismissal, promotion, demotion, creation of a new
regular position or transfer, provided, however, that with the filling of staff positions, all
applicants shall be considered, and the Fire Chief shall make the final determination.



Article 5. Benefits

Section 5-1. Health Insurance

A. The City and Union agree to maintain the current 80/20 split for health insurance for
both single and family coverage. If there is a rate increase or decrease in the second
year of this M.O.U., the City shall pay 80% of the new monthly contribution and the
member will pay 20%.






B. In the event Congress or the State of Arizona passes legislation which considers the
amount the City contributes to health insurance premiums as imputed income, then
the City will consider such contribution as income to the member.

C. The City shall provide the Basic Medical Reimbursement Plan (MERP) benefits to
MERP eligible Unit retirees and to those members who are hired before August 1,
2007 and are eligible to retire no later than August 1, 2022 at no less than $202.00
per month. The City also contributes an additional $50 toward City retiree family
medical coverage; this credit is applied directly to the retiree’s premium deduction.
Any member hired on or after August 1, 2007, regardless of years of service, may
qualify for a Post Employment Health Plan (PEHP) account.

D. Additional MERP amounts will be paid to eligible retirees for the following categories:

RETIREE COVERAGE – RETIREE NOT ON MEDICARE
ADDITIONAL MERP AMOUNTS
Retiree or Survivor Retiree or Survivor
Retiree or Survivor
w/family coverage – with family coverage
Only NOT on
any dependent NOT – all dependent(s)
Medicare
on Medicare ON Medicare
HMO OR PPO
$105 $325 $210
COVERAGE

RETIREE COVERAGE – RETIREE ON MEDICARE
ADDITIONAL MERP AMOUNTS
Retiree or Survivor Retiree or Survivor
Retiree or Survivor w/family coverage – with family coverage
Only - ON Medicare any dependent NOT – all dependent(s)
on Medicare ON Medicare
HMO OR PPO
$90 $195 $185
COVERAGE

These MERP amounts are what the City agrees to pay. It is solely at the discretion of
the City Manager to increase these amounts in the future.

E. No more than one time per calendar year, the City will provide Unit 5 mutually agreed
upon healthcare data within a reasonable time, once requested.


Section 5-2. Dental Insurance

A. At a minimum, the dental insurance plan shall include a PPO option that consists of
100% payment of reasonable and customary charges covered for preventive and
preventive-related diagnostic services, and 80% payment of reasonable and
customary covered charges for basic services and major services. At least one plan
shall also include an orthodontia benefit providing for 80% payment of reasonable and




customary charges up to a maximum lifetime benefit of $4,000.00 per person. Dental
plans may be subject to deductibles and limitations contained in the contract between
the dental insurance carrier and the City of Phoenix. For the PPO and HMO dental
plans, the City shall continue to pay 100% of the premium costs for single members
for members enrolled in the base dental HMO or PPO plan (employee only coverage),
and 75% of the premium costs for members and their qualified dependents (family
coverage). Enrollment in prior City of Phoenix Dental Plans counts towards major
services time limit exclusions.

B. In the event Congress or the State of Arizona passes legislation that considers the
amount the City contributes to health insurance premiums as imputed income, then
the City will consider such contribution as income to the member.


Section 5-3. Life Insurance

A. The City will continue the existing off the job and on-the job life and dismemberment
insurance coverage. The policy shall provide a benefit for each member equal to the
member’s base annual salary. In addition, the City will continue the existing death in
the line of duty insurance of $75,000.00. Additionally, the City will provide to each
member a $200,000.00 death benefit covering the member’s commute to and from
his City work location. This policy will cover the member’s commute for up to 2 hours
before his shift begins, and 2 hours after his shift concludes.

B. In the event of the death of an member while commuting to or from his work location,
for a period of 2 hours each way, the City will continue to pay the full monthly health
insurance premium for the spouse and all eligible dependents. This policy will be
consistent with the payment of a supplementary commuter life insurance policy for
each member.


Section 5-4. Long Term Disability Insurance

The City will offer a long-term disability benefit for all full-time, regular unit members
pursuant to A.R. 2.323 as may be amended (providing that such amendments shall not
be in conflict with the MOU). Members who have been continuously employed and
working on a full-time basis for twelve consecutive months are eligible to apply for long
term disability coverage. After an established 90 calendar day qualifying period, the plan
will provide up to 66 2/3% of the member’s basic monthly salary at the time disability
occurs and continue up to age 75 for members who have been employed full-time for 36
months and one day. This benefit will be coordinated with leave payments, industrial
insurance payments, unemployment compensation, social security benefits and disability
provisions of the retirement plan.





Members who have been employed full-time with the City of Phoenix for 36 months or
less, will be eligible to receive a long term disability benefit for no more than 30 months.


Section 5-5. Holidays, Vacations, and Donated Vacation Leave

A. Bank of Donated Leave

1. Each unit member may complete a form to voluntarily donate vacation leave time
for a specified number of hours, not to exceed the maximum number of hours as
noted in Section 5-5, Subsection A, 3. These forms will be processed on July 1,
October 1, January 1, and April 1. The voluntary donation will continue each
subsequent year on the second paycheck in July, unless revoked by the unit
member. This donated time is to be used by union officers and representatives for
Union-related activities as determined by the Unit 5 Union President and Executive
Board. It is recognized that all hours negotiated in lieu of additional pay and
benefits have been donated by the members of Unit 5 from their bank of vacation
leave. By filling out and submitting a voluntary donation form, each unit member
is clearly and affirmatively consenting to the donation of the stated number of hours
from their bank of vacation leave.

2. The total hours donated by the members of Unit 5 will be considered the maximum
number of hours available for donated hours under Article 5, Section 5-5.

3. The maximum number of hours that may be donated by any Unit member is 100
hours per fiscal year.

4. Only members of Unit 5 may donate hours to the Unit 5 bank of hours; Unit 5 may
only accept donated hours from Unit 5 members.

5. No union member may use more than 120 hours of donated time during any one
pay period.

6. Donated time does count towards hours worked for overtime purposes.

7. Examples of work performed by representatives on member donated release in
support of the City include ensuring representation during administrative
investigations and grievance/disciplinary appeal meetings with management;
assisting unit members in understanding and following work rules; administering
the provisions of the Memorandum of Understanding; organizing and participating
in charity functions within the greater Phoenix area to aid our communities.
Member donated release is also used for authorized representatives to attend
Union conferences, meetings, seminars, training classes, and workshops so that
representatives better understand issues such as City policies and practices,




conflict resolution, and methods of effective representation, or any other purpose
authorized by the President or Executive Board.

B. The City agrees to incorporate into the Memorandum the benefits provided under
Administrative Regulation 2.11 as amended, indicating the following holidays:

• New Year's Day
• Martin Luther King's Birthday
• President's Day
• March Holiday (last Monday in March)
• Memorial Day
• Juneteenth Day
• Independence Day
• Labor Day
• Indigenous Peoples’ Day
• Veteran's Day
• Thanksgiving Day
• Friday after Thanksgiving
• Christmas Eve Day (6 hours for 56-hour members and 4 hours for 40 hour
members).
• Christmas Day

Members working a 56 hour schedule shall receive 12 hours pay or compensatory
time each holiday.

C. Members will continue to receive holiday pay while on industrial leave.

D. Effective January 1, 1987, vacation accrual for members with less than 5 years shall
be increased to 11.2 hours per month, or the 40 hour equivalent. Vacation accrual for
all other members shall remain the same as currently authorized.

E. Members covered by this M.O.U. shall be permitted to sell back up to 80 hours total
per M.O.U. year of accrued vacation leave to the City at the member’s regular
straight-time hourly rate. This benefit shall not exceed a total of 80 hours and may be
used as follows: 40 hours on the last pay period in November and/or May of each
M.O.U. year. Members will only be permitted to sell back an amount of accrued
vacation hours that would not result in their total bank of hours to drop below 150 or
210 hours, depending upon the work schedule.

F. Effective July 1, 2014, and thereafter, a member who has accrued at least 312 hours,
or 223 hours for 40 hour members, may elect to have 252 hours of vacation for a 56
hour unit member or 180 hours of vacation for a 40 hour unit member paid out in a
lump sum or converted into their comp bank. Any unit member may only elect to




exercise this benefit 4 times in their career, and not more than one time in a fiscal
year. This payment is not considered Final Average Salary for purposes of pension
calculations. Eligible members may elect to buy back their hours between July 1 and
the last pay period in January each fiscal year.

G. Members may donate accrued vacation leave to other City employees who are on
medical leave and who have exhausted all of their paid leave based on guidelines
contained in A.R. 2.144, with the understanding that no employee shall receive more
than 12 months of donated time.

H. Members who have less than 40 hours vacation may buy up to 120 hours personal
leave. The cost of the personal leave shall be 110% of the member’s base hourly
rate. Such personal leave use and purchase shall not impact positively or negatively
on the member’s pension or any other benefits.

I. On the second paycheck in July of every year, every unit member will receive 8.5
hours of vacation time, in addition to their other accruals, added to their vacation leave.
This benefit will continue in perpetuity until otherwise agreed upon in good faith, by
Unit 5 and the City, through the Meet and Confer process.

J. Military Leave

Pursuant to ARS 26-168, ARS 38-610, and A.R. 2.39, members who are members
of the Arizona National Guard or the Reserves of the United States Armed Forces, will
be entitled to a leave of absence from their duties for a period not to exceed 30 days
in two consecutive years when they are engaged in ordered annual training or to
attend camps, maneuvers, formations, or armory drills under orders of any branch,
including the reserve or auxiliary. A day is defined as a shift of work.

Under the Uniformed Services Employment and Reemployment Rights Act
(USERRA), a member is entitled to the pay and status the member would have
attained but for the member’s qualifying military service in accordance with
USERRA’s escalator principle and reasonable certainty test retroactive
adjustments, as required by law, shall be made as soon as practicable or as
otherwise required by law.


Section 5-6. Uniforms

A. In lieu of the $135.00 per member per year amount which was previously paid by the
City to the Fire Department for additional uniform items, members will now receive an
equivalent annual uniform allowance amount of $129.75. Payment of this uniform
allowance will be made on or about August 1 of each MOU year. Such payment will
be made to cover the cost of uniforms, maintenance, and cleaning of such uniforms.




B. New members will receive the entire annual uniform allowance within 30 days of the
time they are directed to wear and maintain a uniform. The second uniform allowance,
received at the start of the next fiscal year, will be equal to 1/12 of the annual uniform
allowance for each month of the preceding fiscal period, starting with the first month
the member was directed to wear and maintain a uniform, to the start of the new fiscal
year.

Prior to entering the Fire Academy, the Fire Department will furnish all new Firefighter
Recruits with the following:

• 3 long sleeve red shirts
• 3 short sleeve red shirts
• (Recruits can select any combination of the long and short sleeve shirts noted
above – not to exceed a total of six red shirts)
• 3 pair of blue fatigue pants
• 5 blue physical training (PT) shorts
• 1 pair of blue sweatpants
• 1 red sweatshirt (seasonally dependent)
• 1 belt
• 1 pair of OSHA/ANSI approved work boots; and,
• All necessary PPE’s required to participate in Fire Academy functions.

The Fire Department will provide a full Class A dress uniform upon successful
completion of the Fire Academy and promotion to Firefighter to include the following:

• 1 approved Class A dress jacket complete with patches and full fitment
• 1 approved Class A dress shirt complete with patches and full fitment
• 1 pair of approved Class A dress pants
• 1 approved Class A dress hat
• 1 approved Class A dress tie
• 1 approved Class A belt
• 1 approved Class A pair of shoes
• All approved hardware required (badges/pins etc.) to complete the approved Class
A dress uniform; and,
• All necessary PPE’s required to participate in field functions.

Additionally, any Captain RTO (Recruit Training Officer) or Firefighter Mentor
(Firefighter or Engineer) assigned to the Recruit Training Academy will be provided a
full Class A uniform (one time purchase) if the member has not already purchased
one.






Upon promotion to Fire Engineer or Fire Captain, the Fire Department will provide a
full Class A uniform to include the following:

• 1 approved Class A dress jacket complete with patches and full fitment
• 1 approved Class A dress shirt complete with patches and full fitment
• 1 pair of approved Class A dress pants
• 1 approved Class A dress hat
• 1 approved Class A dress tie; and,
• All approved hardware required (badges/pins etc.) to complete the approved Class
A dress uniform.

The Fire Department will provide a Class A uniform to the Unit 5 member as a “one
time only” purchase based upon whichever qualifying criteria previously listed is
initially met. Until all Unit 5 members have been provided a Class A dress uniform by
the Fire Department, no additional Class A dress uniforms will be issued to members
who have already received the benefit. Labor and Management will continue to
discuss funding options for additional Class A dress uniforms and the implementation
plan for the new uniform language outlined above.

Labor and Management will meet to discuss an implementation plan for the new
uniform language outlined above.

C. Members who leave Department employment shall repay to the City the uniform
allowance equal to 1/12 of the annual allowance per month for each month remaining
in the fiscal year after the last day of the month in which the separation occurs.
Provided, however, that members who retire after August 31 will not be requested to
repay any uniform allowance.

D. A member who has been on extended leave (paid or unpaid) of 2 months or longer
shall have the next annual uniform allowance reduced by 1/12 of the annual allowance
for each month of extended leave.


Section 5-7. Tuition Reimbursement

A. Members who participate in the Tuition Assistance Program shall be eligible for tuition
reimbursement pursuant to the following provisions:

1. The maximum sum reimbursable to members each fiscal year shall be $6,500.

2. To be eligible for any reimbursement, members must have successfully completed
academic or training courses approved in advance by the Fire Chief and the






Human Resources Director and meet the requirements of A.R. 2.51 as may be
amended, provided such amendments are not in conflict with the M.O.U.

3. Members shall be allowed to use up to $2000 of their reimbursement benefit for
job-related seminars, workshops, and professional memberships each fiscal year.


Section 5-8. Wellness, Health and Fitness

A. For each member, the City of Phoenix shall contribute $2.00 per month to a fitness
fund to maintain and purchase fitness equipment for fire stations which has been
charged against Unit 5’s contract. The Fire Department will also contribute $2.00 each
month per member to the fitness fund. The fund will be maintained by the City and
Fire Administration. The Health and Fitness labor management committee shall
oversee the funds and purchase equipment after reviewing input from all Fire
Department personnel.

B. The Phoenix Fire Department Honor Guard is a professional organization that
represents the Fire Department at official events, memorial services, and fire fighter’s
funerals. Through the work of the United Phoenix Fire Fighters Association, a
registered 501c-3 non-profit association (ID#866053047), the Honor Guard provides
public education and community service. In order to help pay for the expenses
incurred by the Honor Guard members in the performance of their duties, the City will
contribute twenty-five thousand dollars ($25,000.00) into a fund for each M.O.U. year.
The Fire Chief or his designee will manage this fund. The City Auditor Department
may conduct annual audits of this fund. Any payments not adequately supported by
the documentation of expenses will be returned to the fund by the Fire Union.


Section 5-9. Worker’s Compensation

A. Members who agree to participate in the Fire Department's health centers
consultation and rehabilitation programs shall continue to receive 100% of their
current rate of pay while off-duty due to an industrial injury based on current practice
which is a maximum of 1 year per injury, thereafter the rate becomes 66-2/3%.

B. If there is a disagreement in treatment between the Fire Department physician and
the member’s physician, the (2 physicians shall agree on a third physician whose
decision shall be the final authority. Members who refuse to adhere to the above
conditions shall only receive 66-2/3% based on current state law and the current
maximum monthly rate allowed. If a member receives 66-2/3%, he/she may use sick
leave, vacation, or compensatory time to make up the difference between 66-2/3%
and 100%.





C. Should the Union believe that a dispute in jurisdiction is unduly delaying a Worker’s
Compensation claim, or if the Union believes the City needs to provides greater
assistance to a member trying to reopen an old claim, the Union may request a
meeting with City Worker’s Compensation staff (provided the involved member signs
a release to do so) and such meeting will be scheduled within 14 calendar days.

D. The City will first attempt to use physicians from specialty lists created by City of
Phoenix Pension Boards for Independent Medical Examinations for members in Unit
5 (represented by Phoenix Fire Fighters Association Local 493).

E. Family and Medical Leave Act (FMLA) leave shall not run concurrent with leave paid
as industrial injury/illness (e.g. Workers’ Compensation).

F. For workers’ compensation claims where a Commission or Court decision, or a
settlement, is final and binding on all issues and no further legal recourse
exists, all personal leave time used by the member during the appeal process
shall be reinstated to the appropriate personal leave banks within 45 days,
unless special circumstances apply.


Section 5-10. Employee Benefit Trust Fund

A. Effective July 1, 2023, the existence of the Employee Benefit Trust Fund is continued
for the term of this Memorandum of Understanding. The City will contribute $68 per
member, per month, ($31.385 per pay period) into the Fund for the purpose of
providing a monthly stipend to retirees to apply to the costs of their health and/or dental
insurance, a funeral expense benefit for members and retirees, and such other
benefits as may be lawfully provided, as determined in the discretion of the Trustees.
The City's contribution will be matched by a $29 per pay period to the same fund made
by each member.

B. The Trust Fund shall be managed and administered by a Board of five (5) Trustees
selected as follows:

1. Two (2) Trustees shall be appointed by the City Manager;
2. Two (2) Trustees shall be appointed by the Phoenix Fire Fighters Association,
Local 493; and
3. One (1) Trustee, who shall serve as Chairperson, shall be selected by the four (4)
appointed Trustees specified above.

C. The Trust Fund shall be invested in prudent, protected investments in compliance with
applicable law. The Trustees may seek such outside, independent advice and
consultation as they shall deem appropriate.





D. The Fund Trustees may adopt such rules and regulations for their Plan of Benefits as
they deem appropriate and are authorized to secure a formal trust instrument. The
trust instrument and any amendments thereto, must be specifically approved by the
City Manager and the Union before they can become effective.

E. Sums contributed to the Trust Fund shall be tracked with each member being
assigned a notional account which records the contributions made by such member.
All amounts in the Fund, together with any earnings thereon, shall be available for
distribution as specified in the rules and regulations of the Plan of Benefits adopted
by the Trustees. The Trustees shall have authority, consistent with their duties as
Trustees, to amend the Plan of Benefits from time to time, including the authority to
reduce or suspend benefit levels if required by the level of funding available. In no
event will any benefit specified at any time in the Plan of Benefits be considered non-
forfeitable. Benefits may be insured by a contract of insurance, but there is no liability
upon the City, the Union or the Board of Trustees or its constituent members to provide
benefit payments over and beyond the amounts in the Fund collected and available
for such purpose.

F. Any Fund participant who separates from the bargaining Unit prior to retirement, or
who promotes out of the Unit shall receive an amount equal to all of his or her or her
contributions to the Fund, plus interest based on the average annual interest earned
by the Fund, but shall receive no other benefits and have no other claim on the Fund.
Notwithstanding the foregoing, the Trustees may: (1) permit participants who promote
out of the Unit to continue participation until retirement; and (2) permit participants who
have severed employment to be reinstated in the Fund; either upon such terms and
conditions as the Trustees may require.

G. Upon the death of any member or retiree, the Fund will provide a benefit to assist with
funeral expenses in an amount to be determined by the Trustees. The Fund Trustees
may determine to provide to a surviving spouse of a deceased member or retiree a
monthly stipend for application to the cost of their health/dental insurance.

H. The Trustees shall prepare a booklet describing the Plan of Benefits for circulation to
members and retirees, and shall prepare and circulate, in like manner, a summary of
any modifications made to the Plan of Benefits during the term of this Memorandum
of Understanding.

I. If the Trust Fund is terminated for any reason, undistributed funds shall be distributed
to those individuals (whether active or retired) who contributed to the Fund. Such
distribution shall be pro rata based on the amount of the contribution of such
individuals to the Fund less any disbursements they have received under the Plan of
Benefits.






J. Payments to retirees from the Trust Fund shall be in addition to current City
contributions to retiree health insurance premiums.



Article 6. Miscellaneous

Section 6-1. Saving Clause

A. If any Article or Section of this Memorandum should be held invalid by operation of
law or by a final judgment of any tribunal of competent jurisdiction, or if compliance
with or enforcement of any Article or Section should be restrained by such tribunal,
the remainder of this Memorandum shall not be affected thereby. In the event the
decision of the court in Cheatham, et al v. Gordon, is stayed, reversed, vacated or
otherwise not given effect in whole or in part, by any court, then the City agrees to
meet and confer within 30 days of said ruling with Unit 5 to resolve any additional
issues resulting from the ruling of the court. The basis for negotiations will be the
document dated April 13, 2014, Proposed Unit 5 Addendum.

B. It is recognized by the parties that the provisions of the Fair Labor Standards Act are
currently applicable to certain of the wage and premium pay provisions of this M.O.U.,
and that this M.O.U. shall be administered in compliance with the FLSA for so long as
the Act is applicable.

C. Nothing contained in the Memorandum shall preclude the parties from being in
compliance with the requirements of the Americans with Disabilities Act.


Section 6-2. Printing of M.O.U.

Printing vendors secured by the Union shall comply with Ordinance G-1372 (Affirmative
Action Supplier's Ordinance), as may be amended, and Ordinance G-1901 (Affirmative
Action Employment by Contractors, Subcontractors, and Suppliers), as may be amended.
Printing of the M.O.U. shall be done by a Union printer only.


Section 6-3. Fire Watch

A. Whenever a Fire Department member is required by the Fire Marshal or requested
by a private party, to perform a fire watch, standby, or other associated duties for Fire
Code compliance, such opportunities shall first be offered to Unit members. Such work
shall be offered to those members that are suitably qualified and who volunteer for
such duty during their off-duty hours within a rotation system approved by the Fire




Chief after consultation with the Union. In the event that no member accepts such
work, or in case of emergency, such work shall be offered to qualified non-Unit
employees. It is understood that the rate of payment shall be at 1 ½ times the
member’s base 40 hour rate, except in cases where non-Unit employees are utilized
in which case payment shall be at 1 ½ times the non-Unit employee’s base 40 hour
rate. For purposes of Section 6-3, Article 6 only, the terms "qualified" is defined as
follows:

1. "Qualified" shall mean any member of the Fire Department who is familiar with the
Fire Code and has successfully completed the Fire Watch training program
provided by the Department.

2. “Emergency” shall mean any fire watch situation that cannot be pre-scheduled.

Section 6-4. Term and Effect of Memorandum

A. This Memorandum shall remain in full force and effect commencing with the beginning
of the first regular pay period in July 2026, up to the beginning of the first regular pay
period commencing in July 2028.

B. Except as expressly provided in this Memorandum, the City shall not be required to
meet and confer concerning any matter, whether covered or not covered herein to
take effect during the term or extensions thereof.

C. This Memorandum constitutes the total and entire agreements between the parties
and no past written or verbal statement/agreements shall supersede any of its
provisions. Throughout the term of this Memorandum, the City and the union may
jointly decide to participate in Labor-Management meetings to discuss items of mutual
interest on an as-needed basis.

D. It is intended by the parties hereto that the provisions of this Memorandum shall be in
harmony with the rights, duties, obligations and responsibilities which by law devolve
upon the City Council, City Manager, Fire Chief, and other City boards and officials,
and these provisions shall be interpreted and applied in such manner.

E. The Union recognizes the powers, duties and responsibilities of the Fire Chief as set
forth in the Charter and Ordinances and that pursuant thereto the Fire Chief has the
authority to establish rules and regulations applicable to the operation of the Fire
Department and to the conduct of the members and officers employed therein,
subject to the express provisions of this Memorandum.

F. The lawful provisions of this Memorandum are binding upon the parties for the term
thereof. The Union having had an opportunity to raise all matters in connection with
the Meet and Confer proceedings resulting in the Memorandum is precluded from




initiating any further meeting and conferring for the term thereof relative to matters
under the control of the Fire Chief, the City Council or the City Manager.







IN WITNESS WHEREOF, the parties have set their hands this
____ of May, 2026



_________________________________________________________________
Tim Gammage Jr., Vice President, Phoenix Fire Fighters Association Local 493


_________________________________________________________________
Cathleen Simpson, Deputy Human Resources Director


_________________________________________________________________
Ed Zuercher, City Manager, City of Phoenix


ATTEST:


_________________________________________________________________
Denise Archibald, City Clerk, City of Phoenix


APPROVED AS TO FORM:


_________________________________________________________________
City Attorney, City of Phoenix


Local 493 Team: City of Phoenix Team:
Tim Gammage Jr., Co-Chair Cathleen Simpson, Deputy HR Director
Scott Porter, Co-Chair Tim Kreis, Executive Assistant Fire Chief
Elliott Simmons Reda Riddle-Bigler, Assistant Fire Chief
Daniel Gonzales Mark Gonzales, Assistant Fire Chief
Marshall Zeable Keith Slattery, Deputy Fire Chief
Josh Hart Jessica Ehnbom, Fire Human Resources Officer
Brian Moore Carine Kielty, Fire Human Resources Officer
Patrick Cardenas Mark Bizik, Management Assistant II (Coordinator)
Corey Moos Cecilia Alcantar-Chavez, Mgmt. Fellow, (Scribe)
Corey Raper
Matthew Shaughnessy
Matthew Shields




ATTACHMENT A

HOURLY PAY RATES

FIREFIGHTER
56-HOUR 40-HOUR
GRADE 545 GRADE 549
Effective Effective Effective Effective
STEP July 6, 2026 July 5, 2027 STEP July 6, 2026 July 5, 2027
11 $20.029 $20.129 11 $30.916 $31.071
12 $21.026 $21.131 12 $32.456 $32.619
13 $22.083 $22.193 13 $34.078 $34.249
14 $23.184 $23.299 14 $35.782 $35.961
15 $24.341 $24.463 15 $37.577 $37.765
16 $25.558 $25.686 16 $39.454 $39.651
17 $26.840 $26.974 17 $41.422 $41.629

FIREFIGHTER/SO
56-HOUR 40-HOUR
GRADE 547 GRADE 551
Effective Effective Effective Effective
STEP July 6, 2026 July 5, 2027 STEP July 6, 2026 July 5, 2027
12 $22.083 $22.193 12 $34.078 $34.249
13 $23.184 $23.299 13 $35.782 $35.961
14 $24.341 $24.463 14 $37.577 $37.765
15 $25.558 $25.686 15 $39.454 $39.651
16 $26.840 $26.974 16 $41.422 $41.629
17 $28.182 $28.322 17 $43.493 $43.710







FIREFIGHTER HMT & TRT
56-HOUR 40-HOUR
GRADE 549 GRADE 553
Effective Effective Effective Effective
STEP July 6, 2026 July 5, 2027 STEP July 6, 2026 July 5, 2027
12 $23.184 $23.299 12 $35.782 $35.961
13 $24.341 $24.463 13 $37.577 $37.765
14 $25.558 $25.686 14 $39.454 $39.651
15 $26.840 $26.974 15 $41.422 $41.629
16 $28.182 $28.322 16 $43.493 $43.710
17 $29.587 $29.735 17 $45.665 $45.894

FIREFIGHTER/PARAMEDIC
56-HOUR 40-HOUR
GRADE 549 GRADE 553
Effective Effective Effective Effective
STEP July 6, 2026 July 5, 2027 STEP July 6, 2026 July 5, 2027
12 $23.184 $23.299 12 $35.782 $35.961
13 $24.341 $24.463 13 $37.577 $37.765
14 $25.558 $25.686 14 $39.454 $39.651
15 $26.840 $26.974 15 $41.422 $41.629
16 $28.182 $28.322 16 $43.493 $43.710
17 $29.587 $29.735 17 $45.665 $45.894

FIREFIGHTER SO/PARAMEDIC
56-HOUR 40-HOUR
GRADE 551 GRADE 555
Effective Effective Effective Effective
STEP July 6, 2026 July 5, 2027 STEP July 6, 2026 July 5, 2027
12 $24.341 $24.463 12 $37.577 $37.765
13 $25.558 $25.686 13 $39.454 $39.651
14 $26.840 $26.974 14 $41.422 $41.629
15 $28.182 $28.322 15 $43.493 $43.710
16 $29.587 $29.735 16 $45.665 $45.894
17 $31.066 $31.221 17 $47.950 $48.190







FIREFIGHTER HMT & TRT/PARAMEDIC
56-HOUR 40-HOUR
GRADE 553 GRADE 557
Effective Effective Effective Effective
STEP July 6, 2026 July 5, 2027 STEP July 6, 2026 July 5, 2027
12 $25.558 $25.686 12 $39.454 $39.651
13 $26.840 $26.974 13 $41.422 $41.629
14 $28.182 $28.322 14 $43.493 $43.710
15 $29.587 $29.735 15 $45.665 $45.894
16 $31.066 $31.221 16 $47.950 $48.190
17 $32.619 $32.782 17 $50.347 $50.599

ENGINEER
56-HOUR 40-HOUR
GRADE 555 GRADE 559
Effective Effective Effective Effective
STEP July 6, 2026 July 5, 2027 STEP July 6, 2026 July 5, 2027
12 $26.840 $26.974 12 $41.422 $41.629
13 $28.182 $28.322 13 $43.493 $43.710
14 $29.587 $29.735 14 $45.665 $45.894
15 $31.066 $31.221 15 $47.950 $48.190
16 $32.619 $32.782 16 $50.347 $50.599
17 $34.251 $34.422 17 $52.867 $53.131

ENGINEER SO
56-HOUR 40-HOUR
GRADE 557 GRADE 561
Effective Effective Effective Effective
STEP July 6, 2026 July 5, 2027 STEP July 6, 2026 July 5, 2027
12 $28.182 $28.322 12 $43.493 $43.710
13 $29.587 $29.735 13 $45.665 $45.894
14 $31.066 $31.221 14 $47.950 $48.190
15 $32.619 $32.782 15 $50.347 $50.599
16 $34.251 $34.422 16 $52.867 $53.131
17 $35.962 $36.142 17 $55.508 $55.786







ENGINEER HMT & TRT
56-HOUR 40-HOUR
GRADE 559 GRADE 563
Effective Effective Effective Effective
STEP July 6, 2026 July 5, 2027 STEP July 6, 2026 July 5, 2027
12 $29.587 $29.735 12 $45.665 $45.894
13 $31.066 $31.221 13 $47.950 $48.190
14 $32.619 $32.782 14 $50.347 $50.599
15 $34.251 $34.422 15 $52.867 $53.131
16 $35.962 $36.142 16 $55.508 $55.786
17 $37.761 $37.950 17 $58.293 $58.584

ENGINEER PARAMEDIC
56-HOUR 40-HOUR
GRADE 559 GRADE 563
Effective Effective Effective Effective
STEP July 6, 2026 July 5, 2027 STEP July 6, 2026 July 5, 2027
12 $29.587 $29.735 12 $45.665 $45.894
13 $31.066 $31.221 13 $47.950 $48.190
14 $32.619 $32.782 14 $50.347 $50.599
15 $34.251 $34.422 15 $52.867 $53.131
16 $35.962 $36.142 16 $55.508 $55.786
17 $37.761 $37.950 17 $58.293 $58.584

ENGINEER SO/PARAMEDIC
56-HOUR 40-HOUR
GRADE 561 GRADE 565
Effective Effective Effective Effective
STEP July 6, 2026 July 5, 2027 STEP July 6, 2026 July 5, 2027
12 $31.066 $31.221 12 $47.950 $48.190
13 $32.619 $32.782 13 $50.347 $50.599
14 $34.251 $34.422 14 $52.867 $53.131
15 $35.962 $36.142 15 $55.508 $55.786
16 $37.761 $37.950 16 $58.293 $58.584
17 $39.648 $39.847 17 $61.200 $61.506







ENGINEER HMT & TRT/PARAMEDIC
56-HOUR 40-HOUR
GRADE 563 GRADE 567
Effective Effective Effective Effective
STEP July 6, 2026 July 5, 2027 STEP July 6, 2026 July 5, 2027
12 $32.619 $32.782 12 $50.347 $50.599
13 $34.251 $34.422 13 $52.867 $53.131
14 $35.962 $36.142 14 $55.508 $55.786
15 $37.761 $37.950 15 $58.293 $58.584
16 $39.648 $39.847 16 $61.200 $61.506
17 $41.637 $41.846 17 $64.260 $64.581

CAPTAIN
56-HOUR 40-HOUR
GRADE 559 GRADE 563
Effective Effective Effective Effective
STEP July 6, 2026 July 5, 2027 STEP July 6, 2026 July 5, 2027
15 $34.251 $34.422 15 $52.867 $53.131
16 $35.962 $36.142 16 $55.508 $55.786
17 $37.761 $37.950 17 $58.293 $58.584

CAPTAIN SO
56-HOUR 40-HOUR
GRADE 561 GRADE 565
Effective Effective Effective Effective
STEP July 6, 2026 July 5, 2027 STEP July 6, 2026 July 5, 2027
15 $35.962 $36.142 15 $55.508 $55.786
16 $37.761 $37.950 16 $58.293 $58.584
17 $39.648 $39.847 17 $61.200 $61.506

CAPTAIN HMT & TRT
56-HOUR 40-HOUR
GRADE 563 GRADE 567
Effective Effective Effective Effective
STEP July 6, 2026 July 5, 2027 STEP July 6, 2026 July 5, 2027
15 $37.761 $37.950 15 $58.293 $58.584
16 $39.648 $39.847 16 $61.200 $61.506
17 $41.637 $41.846 17 $64.260 $64.581






CAPTAIN PARAMEDIC
56-HOUR 40-HOUR
GRADE 563 GRADE 567
Effective Effective Effective Effective
STEP July 6, 2026 July 5, 2027 STEP July 6, 2026 July 5, 2027
15 $37.761 $37.950 15 $58.293 $58.584
16 $39.648 $39.847 16 $61.200 $61.506
17 $41.637 $41.846 17 $64.260 $64.581

CAPTAIN SO/PARAMEDIC
56-HOUR 40-HOUR
GRADE 565 GRADE 569
Effective Effective Effective Effective
STEP July 6, 2026 July 5, 2027 STEP July 6, 2026 July 5, 2027
15 $39.648 $39.847 15 $61.200 $61.506
16 $41.637 $41.846 16 $64.260 $64.581
17 $43.714 $43.933 17 $67.473 $67.810

CAPTAIN HMT & TRT/PARAMEDIC
56-HOUR 40-HOUR
GRADE 567 GRADE 571
Effective Effective Effective Effective
STEP July 6, 2026 July 5, 2027 STEP July 6, 2026 July 5, 2027
15 $41.637 $41.846 15 $64.260 $64.581
16 $43.714 $43.933 16 $67.473 $67.810
17 $45.900 $46.130 17 $70.849 $71.203



Progression through these steps shall be in accordance with established regulations and
the City's Pay Ordinance. It is understood that any time a member is promoted to another
classification or assigned as a firefighter paramedic and is within a pay classification
range, the member will proceed to the next higher step upon promotion or assignment.







ATTACHMENT B

VACATION CARRYOVER

With the reinstatement of vacation buy back in FY 2021-2022, vacation carryover will be
the established maximum plus 240 hours (or the 56-hour equivalent). In FY 2022-2023,
the vacation carryover will be the established maximum plus 160 hours (or the 56-hour
equivalent). In conjunction with the guidelines in Attachment C, in FY 2026-2028, the
vacation carryover will be the established maximum plus 120 hours (or the 56-hour
equivalent).







ATTACHMENT C

Committee Guidelines to Support the Successful Implementation of Section 9

The Comprehensive 1-3-2-3 Organizational Impact Review Committee shall work to
support the successful implementation of the Alternative Work Schedule (AWS),
specifically the 1-3-2-3 schedule, and the Planned Earned Leave (PEL) program as
integrated components of the Department’s staffing and leave management
strategy. These initiatives are intended to work in coordination with one another to
improve staffing predictability, reduce reliance on unscheduled leave, and support
firefighter health, wellness, and operational readiness.

In furtherance of these objectives, the committee shall evaluate operational
impacts associated with implementation of the AWS and PEL programs, including
leave usage, overtime, shift trades, and other attendance-related factors. The
committee shall develop recommendations for reasonable operational
adjustments necessary to support consistent staffing levels and sustain
successful operation of the schedule and leave management framework.

Members shall retain the ability, consistent with Department staffing needs and
applicable procedures, to discuss voluntarily working any scheduled PEL day.

The decision to implement the AWS (1-3-2-3) schedule shall be determined
collectively through a vote of the membership conducted by the Association in
coordination with the Department. Consistent with Section 5, implementation may
occur through a pilot or phased approach. Upon adoption, the schedule shall be
applied consistently in accordance with procedures established by the Department
and the Association. The program shall remain in effect unless both parties
mutually agree that operational impacts cannot be reasonably mitigated.

Nothing in the implementation of the AWS or PEL program shall result in a
reduction of existing premium pays, negotiated compensation, or other contractual
benefits. The AWS (1-3-2-3) schedule is intended to provide a reduction in
scheduled work hours while maintaining existing compensation, premium pays,
and negotiated benefits.

The committee shall also annually evaluate the number of vacation leave slots
available throughout the Department and assess whether additional vacation slots
are necessary to sustain appropriate staffing levels while ensuring members have
reasonable and meaningful access to utilize their earned leave each year. Where
deficiencies are identified, the committee shall develop recommendations for
adjustments to the number and distribution of vacation slots necessary to meet
these objectives.








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Laveen Radio Tower Project - District 7

Requesting City Council approval to authorize the City Manager, or his designee, to
proceed with the Laveen Radio Tower construction project on a portion of the land on
the future site of Fire Station 73 (FS73) in Laveen Village. No contracts or funds are
requested for approval at this time. This project will utilize an existing contract with
Arrington Watkins Architects, LLC (164302) and will be funded by impact fees and the
general fund.

Summary
The FS73 Laveen Tower Project is a strategically planned initiative between the
Information Technology Services (ITS) and the Fire Department. The Laveen Radio
Tower Project seeks to address known gaps in the public safety radio system in the
southwest valley. Years of growth in the area and increased demand for emergency
services have highlighted deficiencies in the radio system, including dead zones,
negatively impacting public and first responder safety. For example, firefighters
working in the area have submitted reports of these radio system deficiencies, which
have been confirmed by propagation studies. The new tower, in the proposed location,
will address these known deficiencies and dead zones, facilitating significant
enhancements in the ability to provide safe and efficient public safety services to the
surrounding area.

The proposed new tower site will include:
· A block building to hold communications equipment.
· An 8-foot block wall with swing-style steel privacy gate.
· A truck-rated gravel drive.
· A 180-foot communications tower.
· A generator for power backup.

This item has been reviewed and approved by the Information Technology Services
Department.

Concurrence/Previous Council Discussion
Information on the FS73 Laveen Tower project was presented to the Public Safety and
Justice Subcommittee on April 1, 2026.



Public Outreach
ITS staff performed the following community outreach efforts to discuss the proposed
project with surrounding property owners and residents:

Notification letters in English and Spanish were sent via USPS informing residents
within 600 feet of the proposed project site of the project’s purpose and scope, and
invited members of the community to attend in-person community meetings.

Staff conducted two community meetings near the project site:

· Trailside Point Park, March 24, 2026, 5:00 p.m. to 6:00 p.m.
· Laveen Heritage Park, March 26, 2026, 5:00 p.m. to 6:00 p.m.

Three residents attended the community meetings, and two email comments were
received.

Location
NWC of 67th Avenue and Baseline Road
Council District 7

Responsible Department
This item is submitted by Assistant City Manager Lori Bays, Deputy City Managers
David Mathews and Alan Stephenson and the Fire and Information Technology
Services departments.








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Authorization To Apply for Fill the Gap Grant Funding for Case Management
System Related Costs (Ordinance S-52837) - Citywide

Request authorization for the Phoenix Municipal Court to apply for $910,000 from the
Arizona Supreme Court administered Fill the Gap (FTG) fund to cover licensing costs
related to the Court's new case management system (CMS). Further request
authorization for the City Treasurer to accept, and for the City Controller to disburse, all
funds related to this item.

Summary
On September 14, 2023, the Arizona Supreme Court's Commission on Technology
(COT) granted approval for the Court to conduct a formal solicitation to review
commercial off the shelf CMS options. A formal solicitation process was conducted,
and the evaluation committee made a recommendation to award which was approved
by both City Council on May 10, 2024, and by COT on June 6, 2024. The Court is now
in the process of implementing the new CMS. In order to cover costs for software
licensing and fees, the Court will need to apply for grant funding from FTG for this
expenditure.

Financial Impact
Funds will be made available in the Phoenix Municipal Court's FTG account. The Court
must submit a funding plan and application to the Arizona Supreme Court
Administrative Office of the Courts to secure approval for utilization of FTG funds.

Concurrence/Previous Council Action
Municipal Court Case Management System Replacement Contract RFP 24-0024-
Request for Award (Ordinance S-50928) on May 29, 2024.

Authorization To Apply for Local Judicial Collection Enhancement Fund and Fill the
Gap Grant Funding for Case Management System Related Costs (Ordinance S-
51315) on October 2, 2024.

Responsible Department
The item is recommended by Deputy City Manager Amber Williamson and Chief
Presiding Judge James Hernandez.





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Request to Amend City Code Section 24-45 Relating to Certain Services in Parks
(Ordinance G-7514) - Citywide

Request City Council approval of proposed changes to the City Code revising Section
24-45 relating to Certain Services in Parks (including medical treatment and food
distribution services).

Summary
The mission of the Parks and Recreation Department (Parks) is to build healthy
communities through parks, programs and partnerships, and make Phoenix a better
place to live, visit, and play. The City has one of the largest parks systems in the nation
that provides residents and visitors more than 41,000 acres of desert parks and
mountain preserves that have more than 200 miles of trails; 189 parks; and much
more. Parks provide open space and opportunities for recreation and the Department
remains steadfast in its commitment to maintain parks that are clean, safe and
accessible to the public.

Proposed Ordinance
The proposed Ordinance G-7514 (Attachment A) would revise Sec. 24-45, Certain
Services in Parks (currently Safe Medical Treatment in Parks). The proposed
Ordinance addresses medical treatment and food distribution services in parks. The
intent of the Ordinance is to establish framework for safe, orderly, and fair use and
management of the parks and to establish reasonable time, place, and manner
restrictions on certain service events occurring at parks and thereby protect public
health, safety, and welfare by requiring individuals and organizations to obtain permits
and comply with applicable regulations.

The Ordinance prohibits the sale, distribution, or exchange of syringes or needles and
needle exchange programs and the distribution of needle/intramuscular naloxone.
Medical treatment and food distribution activities can take place on park property with
an approved permit issued by the Parks and Recreation Department with a maximum
number of permits issued for these services of two times, per month, per eligible park.
Eligible parks include neighborhood parks with parking lots, community parks and
regional parks, excluding sports complexes. Any permitted medical treatment must
occur in an enclosed tent or mobile medical vehicle in designated areas which include



parking lots and hardscape areas not to include athletic courts. All medical waste,
including sharps and bandages, must be removed from the park after treatment.

Medical treatment permits require services to be performed under the supervision of a
licensed medical professional operating under the scope of their licensure and
permittees must provide indemnification and insurance. The Ordinance does not apply
to first responders, family members providing aid to another family member, or any
person assisting someone experiencing an emergency, including situations requiring
the administration of either intranasal or needle/intramuscular naloxone. It also does
not restrict the distribution of intranasal naloxone in either emergency or non-
emergency circumstances.

Additionally, Ordinance G-7514 requires any person or organization wishing to conduct
a food distribution event in a park, defined as a gathering conducted by a private
individual or organization, for charitable or similar humanitarian purposes, at a park,
that is planned, organized, or conducted to distribute food to any member of the
general public at no cost or for a nominal charge to obtain a permit. Private gatherings
where food is served such as family gatherings, picnics, and other social events where
food is served only for participants of those events are not food distribution events.

No more than two service-related permits, including food distribution permits, may be
issued for the same eligible park in a single calendar month.

If approved, the Ordinance will go into effect on June 5, 2026.

Concurrence/Previous Council Action
On December 17, 2025, the Phoenix City Council approved the Safe Medical
Treatment in City Parks Ordinance (G-7467, Sec. 24-45), which prohibited events
designed to provide medical treatment or care to the public unless sponsored or
otherwise authorized by approval through an established City process, and banned the
sale or exchange of syringes and needles and the sale or distribution of harm
reduction kits in City parks and mountain preserves, as defined by Chapter 24 of
Phoenix City Code. The ordinance was approved with a delayed effective date of
March 30, 2026, with direction to staff to conduct stakeholder engagement.

On March 4, 2026, the Phoenix City Council approved a delayed effective date of the
Safe Medical Treatment in City Parks Ordinance (G-7467, Sec. 24-45) to June 1,
2026, to provide time for additional stakeholder engagement.

The stakeholder engagement process took place between January 21 and April 27,
2026. During this time City staff coordinated and/or participated in a total of 19


meetings attended by more than 350 individuals. Parks and Recreation Department
staff also provided information at each of the City’s 12 community budget hearings
held during the month of April. Stakeholders included park users, neighborhood
associations, community leaders, health-care providers, harm reduction organizations,
food distribution groups, and service recipients. Stakeholder feedback and direction
from the City Council was utilized to draft the revised Ordinance.

Responsible Department
This item is submitted by Deputy City Manager Cynthia Aguilar and the Parks and
Recreation Department.








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Authorization to Enter into Contract with Vision Building Rentals, LLC or Affiliate
for a One Time Purchase (Ordinance S-52820) - District 7

Request to authorize the City Manager, or his designee, to enter into a contract with
Vision Building Rentals, LLC or affiliate, to provide two Americans with Disabilities Act
(ADA) Compliant Shower/Restroom Combination Trailers. These units will be acquired
and connected to the existing utility infrastructures at the designated site. The total
contract amount will not exceed $250,000. Further request authorization for the City
Controller to disburse all funds related to this item for the life of the contract. Funds are
available from interest earned on the City’s allocation of American Rescue Plan Act
(ARPA) funds. There is no impact to the General Fund.

Summary
The Office of Homeless Solutions (OHS) seeks to enter into a contract with Vision
Building Rentals to purchase two ADA Compliant Shower/Restroom Combination
Trailers. These units will be acquired and connected to the existing utility infrastructure
at the designated site. The scope also includes relocating one existing shower stall
from a separate OHS-owned site to the Safe Outdoor Space (SOS), as well as
repairing and restoring the current onsite infrastructure to ensure full functionality and
compliance with accessibility and safety standards.

The SOS serves approximately 250 people each day, and the purchase of additional
trailers will add accessible shower and restroom capacity to the site. The SOS is a
secure, safe camping site which provides three meals per day, laundry service, case
management, connection to medical care, as well as basic needs including restrooms,
showers, and hand-washing stations. The additional trailers will allow people utilizing
the SOS to have increased access to restrooms and showers as needed. OHS will
contract with Vision Building Rentals who can fulfill the scope of work in the timeline
requested.

Procurement Information
In accordance with Administrative Regulation 3.10, standard competition was waived
as a result of a Determination Memo citing a time restriction and a threat to public
health, welfare, and safety. Staff reviewed the existing QVL, RFQu-23-OHS-80 for
Temporary Modular Housing and available Citywide Contracts to research whether any



of the vendors could accommodate the project needs; however there are no current
active contracts that could meet the need in the time frame provided. Staff received
three written quotes from vendors who are able to produce and install this equipment,
Vision Building Rentals provided the lowest quote. Accordingly, this procurement is
authorized per Phoenix City Code § 43-11(D).

Contract Term
The term of the contract will begin on or about May 1, 2026, and run through October
31, 2026.

Financial Impact
The total value of this contract shall not exceed $250,000. Funding is available through
the City's ARPA Interest allocation. There is no impact to General Funds.

Location
1537 W. Jackson Street
Council District: 7

Responsible Department
This item is submitted by Deputy City Manager Gina Montes and the Office of
Homeless Solutions.








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Citywide General Construction - Job Order Contract Services Amendment
4108JOC209 - General Obligation Bond (Ordinance S-52825) - District 4

Request to authorize the City Manager, or his designee, to execute an amendment to
Master Agreement 156754 with Okland Construction Company, Inc. to authorize
execution of a Job Order Agreement in an amount not to exceed $8.1 million for the
Yucca Library Expansion General Obligation Bond project. Further request to authorize
execution of amendments to the agreement as necessary within the Council-approved
expenditure authority as provided below, and for the City Controller to disburse all
funds related to this item. The Job Order Agreement amount will not change the
Master Agreement Council-approved not-to-exceed amount.

Summary
The purpose of the Yucca Library Expansion project is to improve the visitor's
experience by adding amenities and reducing wait times. The additional space will
provide new meeting areas, study rooms, programming space, and allow for additional
public computers and library materials.

This amendment is necessary because use of Job Order Contract construction
services allows the City to address timeline requirements and specialized aspects of
each project.

Contract Term
There is no impact to the original Master Agreement term. Work scope identified and
incorporated into the agreement prior to the end of the term may be agreed to by the
parties, and work may extend past the termination of the agreement. No additional
changes may be executed after the end of the term.

Financial Impact
The initial agreement for General Construction Job Order Contract Services was
approved for an amount not to exceed $15 million, including all subcontractor and
reimbursable costs. An amendment increased the Master Agreement by an additional
$20 million, for a new total amount not to exceed $35 million, including all
subcontractor and reimbursable costs.




Funding for this amendment is available in the Library Department's Capital
Improvement Program budget. The Budget and Research Department will separately
review and approve funding availability prior to the execution of any amendments.
Payments may be made up to agreement limits for all rendered agreement services,
which may extend past the agreement termination.

Concurrence/Previous Council Action
· The City Council approved General Construction Job Order Contract Services
Master Agreement 156754 (Ordinance S-48850) on July 1, 2022.
· The City Council approved General Construction Job Order Contract Services
Master Agreement 156754 Amendment (Ordinance S-50515) on January 24, 2024.

Location
5648 N. 15th Avenue
Council District: 4

Responsible Department
This item is submitted by Deputy City Managers Gina Montes and Amber Williamson,
the Library Department and the City Engineer.








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Custodial Services (Library) Contract RFP GGS-26-0152 - Request for Award
(Ordinance S-52834) - Citywide

Request to authorize the City Manager, or the City Manager's designee, to enter into
contracts with Historic Palm, L.L.C.; JanCo FS 3, LLC dba Velociti Services; and
Dexterra Services LLC; to provide custodial services for the Library Department.
Further request to authorize the City Controller to disburse all funds related to this
item. The total value of the contracts will not exceed $8,750,000.

Summary
These contracts will provide custodial services including labor, cleaning supplies,
materials, equipment, tools, vehicles and the supervision necessary to clean the
various Library Department branch locations, including Burton Barr Central Library.
The Library Department branches and facilities were divided into three groups (North,
Central and South), each with six locations. The highest-scoring vendor in each group
was awarded the locations in that group.

Procurement Information
A Request for Proposal procurement was processed in accordance with City of
Phoenix Administrative Regulation 3.10.

Twenty-two vendors submitted proposals deemed responsive and responsible. An
evaluation committee of City staff evaluated those offers based on the following criteria
with a maximum possible point total of 1,000 points:

Method of Approach (0-350 points)
Capacity (0-300 points)
Qualifications and Experience (0-200 points)
Pricing Proposal (0-150 points)

After reaching consensus, the evaluation committee recommends an award to the
following vendors:

Historic Palm, L.L.C.: 787.50 points (Group 1 - North Region)
JanCo FS 3, LLC dba Velociti Services: 753.75 points (Group 2 - Central Region)



Dexterra Services LLC: 782.77 points (Group 3 - South Region)

Contract Term
The contracts will begin on or about May 11, 2026, for a five-year term.

Financial Impact
The aggregate value of the contracts will not exceed $8,750,000.

Funding is available in the Library Department's budget.

Responsible Department
This item is submitted by Deputy City Manager Gina Montes and the Library
Department.








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Fiscal Year 2026-27 Housing and Urban Development Consolidated Plan Annual
Action Plan - Citywide

Request City Council approval of the Fiscal Year (FY) 2026-27 Annual Action Plan
broad activity areas and the submission of the plan to the U.S. Department of Housing
and Urban Development (HUD).

Summary
The FY 2026-27 Annual Action Plan (Attachment A) examines housing and
community development needs in the City of Phoenix and defines strategies for
addressing those needs for the coming year. The Annual Action Plan contains the
planning and application requirements of the four major HUD programs that provide
critical funds to entitlement cities such as Phoenix every year. The four programs are:
the Community Development Block Grant (CDBG), HOME Investment Partnership
(HOME), Emergency Solutions Grants (ESG), and Housing Opportunities for Persons
with AIDS (HOPWA). Through adoption of the 2025-29 Consolidated Plan in May
2025, City Council approved the general priorities and plans for these programs.
Funds for these four programs are allocated annually by HUD to the City based on
population and other socio-economic indicators.

FY 2026-27 Program Allocations
Pursuant to 24 Code of Federal Regulation 91.15(a)(1), the City is required to submit
its Consolidated Plan and Annual Action Plans to HUD at least 45 days prior to the
start of the program year, which begins May 15.

Total HUD Allocations - $26,321,594

CDBG
· $9,162,708 - Critical Core Department Programs
· $2,819,295 - CDBG Program Management, Coordination, and Support
· $2,114,471 - Public Services
Total CDBG Funding - $14,096,474

HOME
· $4,531,388 - Rental Housing Development, Down Payment Assistance, and


Housing Rehabilitation Activities
· $503,487 - Program Management and Coordination
Total HOME Funding - $5,034,875

HOPWA
· $5,747,774 - Client and Housing Services
· $177,766 - Program Management and Coordination
Total HOPWA Funding - $5,925,540

ESG
· $700,000 - Emergency Shelter
· $553,677 - Rapid Re-Housing
· $11,028 - HMIS
Total ESG Funding - $1,264,705

Concurrence/Previous Council Action
This item was recommended for approval by the Community Service and Education
Subcommittee on April 22, 2026, by 4-0 vote.

Public Outreach
The Annual Action Plan process was approved by the City Council on October 22,
2025. A survey was distributed by multiple City departments, through social media
outlets, and posted on the Neighborhood Services Department’s webpage on
November 10, 2025, to obtain community and stakeholder input relative to the
priorities identified through the 2025-29 Consolidated Plan process. The survey was
offered in English and Spanish and garnered more than 670 responses. On February
10, 2026, a HUD required public hearing was held in-person, with a virtual option, to
share the survey results and obtain additional public input to assess community needs
throughout Phoenix. Additionally, residents who were unable to attend the public
hearing had the opportunity to submit comments via e-mail or voicemail, through April
15, 2026. This information, along with the needs assessment, formed the basis for the
FY 2026-27 Annual Action Plan.

A draft of the FY 2026-27 Annual Action Plan was made available on March 16, 2026,
for an advertised 30-day public comment period and a second HUD required, virtual
public hearing was conducted on April 7, 2026, to obtain community and stakeholder
input relative to the draft. The goal of the Annual Action Plan process, per HUD
requirements, is to ensure comprehensive community planning, and coordinated
service delivery to meet critical housing and community development needs.




Responsible Department
This item is submitted by Deputy City Managers Cynthia Aguilar and Gina Montes, the
Office of Homeless Solutions, and the Neighborhood Services, Human Services and
Housing departments.





Attachment A




2026-2027 Draft Annual Action Plan
Phoenix, AZ




Executive Summary

AP-05 Executive Summary - 24 CFR 91.200(c), 91.220(b)
1. Introduction

The 2026-27 Annual Action Plan is the specific one-year plan for the use of U.S. Department of Housing
and Urban Development (HUD) formula grant funds. The formula grant programs included in the
Consolidated Plan consist of the Community Development Block Grant (CDBG), HOME Investment
Partnerships Program (HOME), Emergency Solutions Grant (ESG) and Housing Opportunities for Persons
with AIDS (HOPWA) programs.

The one-year action plan is based upon the priority needs defined in the Consolidated Plan strategy
section and the available resources. The plan will guide the allocation of resources and other investment
decisions along with the City's projected performance goals in the coming year. The strategy establishes
the general priorities for assisting low- and moderate-income Phoenix residents and neighborhoods.

2. Summarize the objectives and outcomes identified in the Plan

This could be a restatement of items or a table listed elsewhere in the plan or a reference to
another location. It may also contain any essential items from the housing and homeless needs
assessment, the housing market analysis or the strategic plan.

Through the 2025-2029 Consolidated Plan efforts, the City has identified eight priority needs and
associated goals to address these needs. These needs act as a framework for FY 2026-27 programs and
activities identified in this Annual Action Plan.

Affordable Housing

1A Promote and fund new affordable housing development such as homeownership opportunities for
low- and moderate-income households; development of new rental housing inventory; homeowner
housing rehabilitation activities; and Community Housing Development Organizations (CHDO) affordable
housing development activities in the city. Code enforcement activities will revitalize communities and
help improve the health and safety of low/mod neighborhoods.

Public Services

2A Provide for supportive services for low- to moderate-income and special need populations. Services
for LMI will include youth programs, health services, employment training, housing information and

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referral services and other eligible services under the CDBG program. Public services assisting special
needs populations may include homeless programs, senior services, services for persons with a
disability, and/or services for victims of domestic violence.

Public Facilities & Infrastructure Investment

3A Provide funds to improve and expand public facilities and infrastructure such as neighborhood
facilities, parks and rec centers, water/sewer systems, sidewalks, and streets. Public facility
improvements may also help special need groups and may be directed towards homeless shelters,
senior centers and community centers.

Economic Development

4A Provide support for activities and promote job retention or creation for low- and moderate-income
residents. Activities may include financial aid and technical assistance. There is also a need to provide
support for façade improvements to commercial sites located in low/mod areas in Phoenix.

Removal of Slum & Blight

5A Provide support for the removal of slum and blight in low/mod areas in Phoenix. Demolition activities
of aging and dilapidated structures will encourage revitalization efforts, and help improve the health and
safety of these areas.

Housing & Services for the Homeless

6A Provide support for overnight shelter services for individuals and families experiencing
homelessness. Emergency shelter will include wraparound services that help individuals and families
gain self-sufficiency. The City will also provide homeless prevention services for those at-risk of
homelessness, and rapid rehousing assistance to homeless individuals and families with the goal of
eliminating or reducing homelessness in the City.

Housing & Supportive Services for People Living with HIV/AIDS

7A Provide funding support for housing subsidy activities for people living with HIV/AIDS, which include
Transitional Housing, Tenant-Based Rental Assistance (TBRA), Short-Term Rent, Mortgage and Utility
(STRMU) Assistance and Permanent Housing Placement (PHP). Several supportive services activities
address the needs of eligible clients, increase accessibility to medical care and other vital resources.

Effective Program Administration

8A Effective program management of HUD grant programs will ensure compliance with each respective
grant and their regulations and that programs meet their established objectives. This includes a range of

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activities such as general administration and planning of the CDBG, ESG, HOME and HOPWA grant
programs, monitoring subrecipients, fair housing activities and keeping strict grant-based accounting.

3. Evaluation of past performance

This is an evaluation of past performance that helped lead the grantee to choose its goals or
projects.

FY2025 marked the first year of the 2025-2029 Consolidated Plan. The established priority needs will
guide planning efforts for the upcoming year, as detailed in the FY2024 CAPER. The following is a
summary of accomplishments by priority:

Housing:

Phoenix continued its efforts to improve housing conditions for low- and moderate-income households,
with a strong focus on rental housing construction and tenant-based rental assistance. The City
successfully increased access to affordable rental units, constructing 382 rental units, achieving 106.11%
of the strategic goal. However, homeowner rehabilitation efforts fell short, with 24 homeowner housing
rehabilitations completed, achieving 20% of the program-year goal. Direct financial assistance to
homebuyers supported 3 households, reaching 100% of the strategic goal. While rental housing
initiatives have shown progress, homeownership opportunities and rehabilitation efforts remain a
challenge. Moving forward, Phoenix will need to accelerate its efforts in housing development and
rehabilitation to fully meet its five-year affordable housing objectives.

Public Facilities and Improvements:

Phoenix made substantial advancements in public facilities and infrastructure, benefiting 2,448
individuals in low- and moderate-income communities, exceeding the program year goal of 1,410
individuals. Additionally, 42,185 individuals benefited from public service activities linked to public
facility investments, for the program year, achieving over 5000% of the five-year goal. With these
achievements, the City far exceeded its five-year goals for public facility improvements, continuing its
commitment to strengthening infrastructure in underserved areas.

Public Services:

The City remained committed to expanding public services that support low- and moderate-income
individuals, including homelessness outreach, youth programs, senior services, and job training. Public
service activities benefited 1,517 individuals, slightly exceeding the annual goal and contributing to the
City’s success in surpassing its five-year public service targets. Phoenix has made significant progress in
delivering essential resources to residents in need and remains dedicated to providing ongoing support
for vulnerable populations.


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Homelessness Assistance:

Phoenix continued investing in homelessness prevention, emergency shelters, and rapid rehousing
programs. The City provided 1,972 individuals with emergency shelter services. A total of 121 justice
involved individuals were provided navigation and wrap around services. Homelessness prevention
efforts assisted 249 individuals. Additionally, 54 households received rapid rehousing assistance.
Although certain homelessness prevention measures have not met initial projections, Phoenix’s broader
shelter and rehousing initiatives have significantly advanced. With continued collaboration and
investment, the City is striving to close the gap and make meaningful progress toward fulfilling its five-
year homelessness assistance objectives.

4. Summary of Citizen Participation Process and consultation process

Summary from citizen participation section of plan.



5. Summary of public comments

This could be a brief narrative summary or reference an attached document from the Citizen
Participation section of the Con Plan.



6. Summary of comments or views not accepted and the reasons for not accepting them



7. Summary




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PR-05 Lead & Responsible Agencies – 91.200(b)
1. Agency/entity responsible for preparing/administering the Consolidated Plan

Describe the agency/entity responsible for preparing the Consolidated Plan and those responsible for administration of each grant
program and funding source.

Agency Role Name Department/Agency

CDBG Administrator PHOENIX City of Phoenix Neighborhood Services Department
HOPWA Administrator PHOENIX City of Phoenix Housing Department
HOME Administrator PHOENIX City of Phoenix Housing Department
ESG Administrator PHOENIX City of Phoenix Office of Homeless Solutions
Table 1 – Responsible Agencies

Narrative (optional)

The City’s Neighborhood Services Department (NSD) is the lead agency and is responsible for HUD entitlement grants which includes CDBG,
HOME, ESG, and HOPWA. NSD is also responsible for the preparation of the Consolidated Plan, Annual Action Plan, and Consolidated Annual
Performance Evaluation Report (CAPER). Additionally, NSD staff also administer the Request for Proposal (RFP) process and oversees the
selection of CDBG subrecipients for City Council’s consideration.



The City’s Housing Department administers HOME and HOPWA. HOME is the largest federal block grant to state and local governments designed
exclusively to create affordable housing for low-income households. HOPWA is an entitlement grant dedicated to assisting communities to
provide affordable housing opportunities and related supportive services for low-income persons living with HIV/AIDS and their families.



The City’s Office of Homeless Solutions administers ESG. ESG assists individuals in quickly regaining permanent housing stability after


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experiencing a housing crisis and/or homelessness and can be used for emergency shelter, street outreach, rapid re-housing, Homeless
Management Information System (HMIS) costs, homelessness prevention, and for administration and planning costs.



During the first year Annual Action Plan, the City solicited input from other governmental agencies as well as various public and private agencies
providing housing, social services, and other community development activities within the community. The City will continue to form new
partnerships with non-profit organizations, the private sector, and other local resources.

Consolidated Plan Public Contact Information

Spencer J. Self
Neighborhood Services Director
phone: 602-262-7494
email: spencer.self@phoenix.gov




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AP-10 Consultation – 91.100, 91.200(b), 91.215(l)
1. Introduction

In the coming year, Phoenix will remain focused on serving vulnerable individuals and families with
children experiencing homelessness through collaboration with other funders and partnerships with
essential public and private systems of care including health and behavioral health care; public safety;
education; and employment providers. The City will continue to lead efforts in providing outreach and
services to Veterans, seniors, unaccompanied youth, and families with children and other individuals
experiencing homelessness or chronic homelessness through participation in targeted initiatives and
support to community-based providers.

Provide a concise summary of the jurisdiction’s activities to enhance coordination between
public and assisted housing providers and private and governmental health, mental health
and service agencies (91.215(l))

The City of Phoenix enhances coordination between public and assisted housing providers, private
entities, and governmental health, mental health, and service agencies. Phoenix maintains strong
partnerships with housing providers through collaborative initiatives that expand affordable housing and
address diverse community needs.
The City’s Housing Department administers the federal Housing Choice Voucher (Section 8) program,
offering rental assistance to very low-income families, older adults, and individuals with disabilities.
These programs promote long-term stability for Phoenix’s most vulnerable residents. Additionally,
Phoenix allocates Community Development Block Grant (CDBG) and HOME Investment Partnerships
Program (HOME) funds to support nonprofit and service agencies assisting individuals experiencing
homelessness, housing insecurity, and financial hardship.

Through the Maricopa Regional Continuum of Care (CoC), Phoenix collaborates with mental health
providers, shelters, service agencies, and regional organizations to provide coordinated homelessness
assistance. The City’s Office of Homeless Solutions operates outreach and engagement programs to
connect unhoused individuals to housing resources, behavioral health services, employment programs,
and case management. Phoenix also leverages general funds for transitional housing, emergency
shelters, and eviction prevention, ensuring residents have access to both immediate and long-term
housing solutions.

Phoenix participates in the Homeless Management Information System (HMIS) as part of the Maricopa
Regional CoC, which tracks homelessness trends, measures service outcomes, and enhances
coordination among providers. The City’s outreach teams, shelters, and service providers utilize HMIS to
assess client
needs, prevent duplication of services, and improve case management. HMIS data informs funding
decisions and strengthens Phoenix’s ability to address homelessness with evidence-based strategies.

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To bridge the digital divide, Phoenix partners with internet providers, community organizations, and
technology firms to expand digital connectivity for low- and moderate-income households. The City has
collaborated with providers to implement low-cost internet programs, ensuring residents have
affordable broadband and mobile services. Phoenix Public Libraries and digital inclusion initiatives offer
technology lending, digital literacy training, and online learning resources, supporting economic
opportunities and educational advancement.

Phoenix works with local, regional, and federal agencies to strengthen emergency preparedness, hazard
mitigation, and disaster response. The City collaborates with the Maricopa County Department of
Emergency Management and participates in the Maricopa County Multi-Jurisdictional Hazard Mitigation
Plan to assess risks and develop response strategies. Additionally, Phoenix partners with the Maricopa
County Community Organizations Active in Disaster (MCCOAD) to coordinate emergency relief efforts,
streamline response operations, and enhance community resilience.

To address flood risks, Phoenix partners with the Maricopa County Flood Control District to implement
mitigation projects, improve stormwater management, and protect neighborhoods. These efforts
reduce flood damage, enhance infrastructure resilience, and ensure public safety.
Phoenix advances sustainability and climate resilience through partnerships with the Arizona
Department of Environmental Quality (ADEQ) and the Maricopa County Air Quality Department. The
City is committed to reducing emissions, improving air quality, and promoting sustainable infrastructure
projects to ensure long-term environmental resilience and energy efficiency.

Describe coordination with the Continuum of Care and efforts to address the needs of
homeless persons (particularly chronically homeless individuals and families, families with
children, veterans, and unaccompanied youth) and persons at risk of homelessness.

The City has been an active member of the Maricopa Regional Continuum of Care (CoC) since its
inception. The Director of the City of Phoenix Office of Homeless Solutions serves as co-chair on the CoC
Board and many staff are active participants in CoC collaboratives, workgroups, and activities.

Currently, the City is combining outreach, housing stabilization, and public and assisted housing
resources to support programs which move chronically homeless individuals and families, Veterans,
unaccompanied youth, and seniors from the street to housing as quickly as possible. The City also
supports emergency shelter for single individuals and families with children. The City provides
emergency shelter, housing stabilization, and rapid rehousing services to seniors, families, single adults,
and medically vulnerable individuals in order to help provide supports to end homelessness.

The City is a key partner in Pathways Home, a Regional Homelessness Action Plan for local and tribal
governments. The three-step action plan has a goal of reducing homelessness by 25 percent by 2027.
These steps include committing to work together throughout the region, increasing safe housing
options, and supporting diverse partnerships to address homelessness. Together, these steps can

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strengthen the regional infrastructure to address homelessness. This plan represents the first time local
and tribal governments of all sizes have come together to address homelessness with a robust, regional
approach. Local and tribal governments created this action plan with community partners to build a
stronger regional infrastructure to address homelessness.

Describe consultation with the Continuum(s) of Care that serves the jurisdiction's area in
determining how to allocate ESG funds, develop performance standards for and evaluate
outcomes of projects and activities assisted by ESG funds, and develop funding, policies and
procedures for the operation and administration of HMIS

The City of Phoenix Office of Homeless Solutions Director serves as co-chair on the Maricopa County
Regional Continuum of Care (CoC) Board. The Continuum of Care Board is the decision-making body for
the CoC. This position represents the ESG formula recipients, and actively participates in collaboratives,
workgroups, and activities of the CoC. The City is also an active member of the Maricopa Association of
Governments Data Collaborative, CoC Collaborative, Local Jurisdiction Collaborative, Coordinated
Entry Collaborative, and the ESG Collaborative, which is a workgroup formed by the CoC to develop
regional strategies and practices for the comprehensive implementation of ESG eligible services across
Maricopa County.

The Maricopa County Continuum of Care Community Adopted Best Practices are a set of performance
and quality standards for each of the Continuum’s primary engagement/housing interventions. The
community adopted best practices were developed to serve as a guiding document for all homelessness
programs to achieve the highest service standards for people being served in our community. The Best
Practices include a framework that applies to the Continuum’s full continuum of services, including
Outreach, Encampments, Coordinated Entry and Assessment, Emergency Shelter, Transitional Housing,
Rapid Rehousing, and Permanent Supportive Housing. The shared best practices may be applied to any
program, including non-HUD funded projects. (street outreach, emergency shelter, transitional housing,
rapid re-housing, permanent supportive housing), developed in partnership by the population specific
work groups (Street Outreach Collaborative, Chronic Homelessness, Collaborative Outreach,
Coordinated Entry, Ending Veteran Homelessness, Emergency Solutions Grant, Shelter Prioritization) and
approved by the CoC Governing Board. The Best Practices were approved by the CoC Board after being
developed in collaboration with people experiencing homelessness, service providers, and funders as a
statement of what the community strives for in program design, operation, and outcomes. The Best
Practices promote a common language and understanding of program components and expectations,
and subsequently a framework for evaluating program efficacy and determining level of need.

2. Describe Agencies, groups, organizations and others who participated in the process
and describe the jurisdiction’s consultations with housing, social service agencies and other
entities



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Table 2 – Agencies, groups, organizations who participated
1 Agency/Group/Organization Maricopa Association of Governments
Agency/Group/Organization Type Regional organization
Planning organization
Housing Phoenix Plan
What section of the Plan was addressed by Homeless Needs - Chronically homeless
Consultation? Homeless Needs - Families with children
Homelessness Needs - Veterans
Homelessness Needs - Unaccompanied youth
Briefly describe how the Agency/Group/Organization The Maricopa Association of Governments is the lead agency of the Maricopa
was consulted. What are the anticipated outcomes of Regional CoC. The City of Phoenix has been an active member of the CoC since its
the consultation or areas for improved coordination? inception. As a member of the CoC Board and active participant in CoC
collaboratives, workgroups, and activities, the City plays a leadership role in the
implementation of efforts to end homelessness across the region. The CoC
provided information on CoC operations and homelessness needs in the
community to inform future funding priorities.
2 Agency/Group/Organization City of Phoenix Equal Opportunity Department
Agency/Group/Organization Type Services - Housing
Service-Fair Housing
What section of the Plan was addressed by Housing Need Assessment
Consultation? Public Housing Needs
Briefly describe how the Agency/Group/Organization The Equal Opportunity Department/Fair Housing Section provided information and
was consulted. What are the anticipated outcomes of data for the Consolidated Plan, pertaining to the Fair Housing needs within the city
the consultation or areas for improved coordination? and is a part of the strategies within the Analysis of Impediments to Fair Housing
Choice. The Department was also consulted through the online stakeholder
survey.


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3 Agency/Group/Organization City of Phoenix Human Services Dept.
Agency/Group/Organization Type Services - Housing
Services-Children
Services-Elderly Persons
Services-Victims of Domestic Violence
Services-homeless
Services-Employment
What section of the Plan was addressed by Homeless Needs - Chronically homeless
Consultation? Homeless Needs - Families with children
Homelessness Needs - Veterans
Homelessness Needs - Unaccompanied youth
Homelessness Strategy
Anti-poverty Strategy
Briefly describe how the Agency/Group/Organization The Human Services Department via the Office of Homeless Solutions administers
was consulted. What are the anticipated outcomes of ESG funding and monitors sub-recipients. Information was provided on ESG
the consultation or areas for improved coordination? operations and homelessness needs within the city to inform future funding
priorities.
4 Agency/Group/Organization City of Phoenix Housing Department
Agency/Group/Organization Type Housing
PHA
Services - Housing
Services-Persons with HIV/AIDS
Services - Narrowing the Digital Divide
Planning organization
What section of the Plan was addressed by Public Housing Needs
Consultation? HOPWA Strategy
Housing Phoenix Plan
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Briefly describe how the Agency/Group/Organization The Housing Department is the Public Housing Authority for the City of Phoenix.
was consulted. What are the anticipated outcomes of The Housing Department administers the HOME Program, HOPWA, Housing
the consultation or areas for improved coordination? Choice Vouchers, The Housing Phoenix Plan, and oversees the Choice
Neighborhoods Grant.
5 Agency/Group/Organization City of Phoenix Office of Emergency Management
Agency/Group/Organization Type Agency - Emergency Management
What section of the Plan was addressed by Public Housing Needs
Consultation? Resiliency
Briefly describe how the Agency/Group/Organization The City of Phoenix Office of Emergency Management is dedicated to promoting a
was consulted. What are the anticipated outcomes of safer, more resilient city by coordinating and integrating all activities necessary
the consultation or areas for improved coordination? before, during and after any natural disasters, acts of terrorism, or other man-
made disasters. This office is focused on assuring continuity of city government
and readiness for emergency operations with the safety and well-being of citizens
of the City of Phoenix in the forefront of our operations.
6 Agency/Group/Organization City of Phoenix Neighborhood Services Department
Agency/Group/Organization Type Services - Housing
Services-Children
Services-Elderly Persons
Services-Victims of Domestic Violence
Services-homeless
Other government - Local
What section of the Plan was addressed by Housing Need Assessment
Consultation? Market Analysis




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Briefly describe how the Agency/Group/Organization The City of Phoenix Neighborhood Services Department is committed to
was consulted. What are the anticipated outcomes of partnering with residents in building to preserve, enhance and engage Phoenix
the consultation or areas for improved coordination? neighborhoods. This department was consulted through the online stakeholder
survey.


Identify any Agency Types not consulted and provide rationale for not consulting

No single agency or organization was purposely excluded from providing input on the Annual Action Plan.




Other local/regional/state/federal planning efforts considered when preparing the Plan

Name of Plan Lead Organization How do the goals of your Strategic Plan overlap with the goals of each plan?
Maricopa Association The City and the Maricopa Association of Governments share the same goal to eliminate or
Continuum of Care
of Governments reduce homelessness in Phoenix.
Housing Phoenix Plan
Housing Department helped to inform the housing goals in the plan.
The Homelessness Plan helped to identify homelessness needs and strategies in Phoenix. The
Strategies to Address City of Phoenix, Office
goals of the plan helped to inform the homeless service goals in the plan. The Office of
Homelessness Plan of Homeless Solutions
Homeless Solutions is currently refreshing its strategic plan for 2026-2029.
Table 3 – Other local / regional / federal planning efforts


Narrative (optional)

The City of Phoenix has been an active member of the Maricopa County Continuum of Care (CoC) since its inception. As a member of the CoC
Board and active participant in CoC collaboratives, workgroups, and activities, the City plays a leadership role in the implementation of efforts to
end homelessness across the region. The CoC provided information on CoC operations and homelessness needs in the community to inform
future funding priorities.
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AP-12 Participation – 91.105, 91.200(c)
1. Summary of citizen participation process/Efforts made to broaden citizen participation
Summarize citizen participation process and how it impacted goal-setting



Citizen Participation Outreach

Sort Order Mode of Outreach Target of Outreach Summary of Summary of Summary of comments URL (If
response/attendance comments received not accepted applicable)
and reasons

Table 4 – Citizen Participation Outreach




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Expected Resources

AP-15 Expected Resources – 91.220(c)(1,2)
Introduction

The City of Phoenix receives an annual allocation of funds from four federal formula grant programs: the Community Development Block Grant
(CDBG), the HOME Investment Partnerships (HOME), Housing Opportunities for Persons Living With AIDS (HOPWA), and the Emergency
Solutions Grants (ESG) programs. These grant funds support various initiatives, including community development programs, affordable housing
development and preservation, housing subsidy programs and supportive services for individuals with HIV/AIDS and their families, and efforts to
address homelessness. Program Year 2026 is the second year of the Five-Year Consolidated Plan for 2025-2029, and the City anticipates
receiving similar allocation amounts each year throughout this period.

Anticipated Resources

Program Source Uses of Funds Expected Amount Available Year 1 Expected Narrative Description
of Annual Program Prior Year Total: Amount
Funds Allocation: $ Income: $ Resources: $ $ Available
Remainder of
ConPlan
$
CDBG public Acquisition FY26 is the second
- Admin and program year of the
federal Planning Con Plan. The funds
Economic expected for the
Development remainder of Con Plan
Housing is 3x more years of the
Public annual allocation and
Improvements program income.
Public Services 14,096,474.00 600,000.00 21,892,029.00 36,588,503.00 42,289,422.00



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Program Source Uses of Funds Expected Amount Available Year 1 Expected Narrative Description
of Annual Program Prior Year Total: Amount
Funds Allocation: $ Income: $ Resources: $ $ Available
Remainder of
ConPlan
$
HOME public Acquisition FY26 is the second
- Homebuyer program year of the
federal assistance Con Plan. The funds
Homeowner expected for the
rehab remainder of the Con
Multifamily Plan is 3 more years of
rental new the annual allocation
construction and program income.
Multifamily Annual Allocation
rental rehab ($5,123,745.14) + PI
New ($10,165,006) x3 years
construction = ($ 30,495,019.14).
for ownership
TBRA 5,034,875.00 10,165,006.00 0.00 15,199,881.00 30,495,019.00




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Program Source Uses of Funds Expected Amount Available Year 1 Expected Narrative Description
of Annual Program Prior Year Total: Amount
Funds Allocation: $ Income: $ Resources: $ $ Available
Remainder of
ConPlan
$
HOPWA public Permanent FY26 is the second
- housing in program year of the
federal facilities Con Plan. The funds
Permanent expected for the
housing remainder of Con Plan
placement is 3x more years of the
Short term or annual allocation.
transitional
housing
facilities
STRMU
Supportive
services
TBRA 5,925,540.00 0.00 0.00 5,925,540.00 17,776,620.00




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Program Source Uses of Funds Expected Amount Available Year 1 Expected Narrative Description
of Annual Program Prior Year Total: Amount
Funds Allocation: $ Income: $ Resources: $ $ Available
Remainder of
ConPlan
$
ESG public Conversion and FY26 is the second
- rehab for program year of the
federal transitional Con Plan. The funds
housing expected for the
Financial remainder of Con Plan
Assistance is 3x more years of the
Overnight annual allocation.
shelter
Rapid re-
housing (rental
assistance)
Rental
Assistance
Services
Transitional
housing 1,264,705.00 0.00 0.00 1,264,705.00 5,058,820.00
Table 5 - Expected Resources – Priority Table

Explain how federal funds will leverage those additional resources (private, state and local funds), including a description of how
matching requirements will be satisfied

The CDBG program does not require matching funds; however, it provides opportunities to leverage private, local, state, and other federal funds
for public service activities. To maximize the effectiveness of the formula grant funding, the City partners with various nonprofit organizations,
private lending institutions, and other federal programs to enhance program funding.

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The HOME program requires a matching contribution of at least 25% of the funds spent on affordable housing. The City utilizes a combination of
federal, state, and local funds, as well as other non-federal resources, to fulfill this matching requirement. Examples of these funds include tax-
exempt General Obligation Bond funds, tax-exempt bonds, and tax credits. The State of Arizona also plays a significant role in providing
affordable housing in Phoenix through various means. This includes offering funding to applicants from the HOME Program and the Housing
Trust Fund, as well as managing the distribution of tax-exempt development bonds and tax credit allocations. The state offers a State Low-
Income Housing Tax Credit program designed for both 4% metro projects and 9% rural projects. The City of Phoenix will continue to encourage
the State to take a more active role in addressing the demand for affordable housing. Additionally, the City will explore and promote
opportunities for the State to offer tax incentives, such as tax credits and property tax waivers, for lands and structures that support affordable
housing initiatives.

The City promotes the involvement of private businesses and nonprofit organizations in creating affordable and assisted housing. This is
achieved by utilizing funds from the National Affordable Housing Act, Community Development Block Grant (CDBG) funds, and the HOME
program. Additionally, the City will continue to use funds from its General Obligation Bond Program, when available, to implement
comprehensive revitalization strategies in neighborhoods.

ESG has a 100% match requirement, which means funds must be matched dollar for dollar. The City of Phoenix fulfills ESG match funds with the
City’s General Purpose funds. HOPWA does not have a match requirement.



Continued in Discussion below:




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If appropriate, describe publically owned land or property located within the jurisdiction that
may be used to address the needs identified in the plan

The Housing Phoenix Plan documents the findings of the city's Affordable Housing Initiative, which
launched in 2019 with the goal of completing a housing needs assessment and establishing policy
recommendations to address the city's current housing challenge. Through extensive research and
community outreach, the plan identifies the community's housing needs, documents the housing gap,
compiles nationwide best practices, and recommends nine policy initiatives to reach the goal of creating
a stronger and more vibrant Phoenix through increased housing options for all. As the fifth largest city in
the country, Phoenix has experienced consistent population growth which has outpaced the growth of
the housing market.

This nine-point initiative plan was created to establish zoning incentives for affordable housing
developers, create allowances for accessory dwelling units, redevelop city-owned land with housing,
increase resources, streamline processes, and establish an education campaign.

The City has properties set aside for public and private partnership in direct support of activities such as
the CDBG Slum and Blight Acquisition, Infill Program. This program will allow new construction of single-
and or multifamily homes on vacant lots within residential neighborhoods located in neighborhood
initiative and redevelopment areas. In addition, the City will provide CDBG funds for homebuyer
assistance to low- and moderate-income homebuyers.

As part of the Housing Phoenix Plan, the Housing Department has identified underutilized parcels within
the City’s portfolio. These parcels will be made available to non-profit and for-profit developers through
a Request for Proposal (RFP) process for redevelopment that would result in increased affordable
housing units throughout the City of Phoenix. Progress has been made in 2025 to issue multiple RFPs,
and award an additional site to a non-profit development partner. The most recent RFPs released by the
Neighborhood Services Department include four parcels along 16th Street and Broadway Road and 38
parcels in the Isaac Redevelopment Area, both issued December 30, 2025. Additionally, the
Neighborhood Services Department released an RFP for two parcels for the development of affordable
housing in the Oakland Historic District which was awarded by Council on June 18, 2025 and for 8
parcels in the Sunnyslope/Village Center which closed on March 14, 2025 and is pending Council
approval.
To date, approximately 66% of the approved parcels slated for residential use have been released via
RFP and due diligence for additional releases is underway. Projects underway as a result of this initiative
include 80 units of affordable senior housing next to one of the City’s senior center, 250 units of
affordable housing along with a medical clinic in the Midtown area in addition to affordable
homeownership opportunities in several neighborhoods throughout the city.

The City of Phoenix regularly commits publicly owned land or property to induce the development of
desired affordable housing, supportive housing, homeless, economic development and neighborhood

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revitalization projects and programs. The commitment of such resources is executed through
development agreements typically executed with development entities selected through a competitive
process.

Discussion

On June 7, 2022, the Phoenix City Council approved an allocation of American Rescue Plan Act (ARPA)
funds for Affordable Housing Programs - gap financing and a Community Land Trust (CLT). $6 million in
funding was allocated for the acquisition, rehabilitation, and/or new construction of affordable housing
units to help fill financing gaps and encourage projects to stay on track toward completion. The Phoenix
inclusive CLT. A CLT looks to ensure permanent affordability by holding the land in a trust and selling the
home to an eligible low-income home buyer. Through this funding, at least 25 new homeownership
opportunities will be provided, with future sale proceeds being reinvested back into the city. To date, 10
homes have been rehabilitated and sold. On June 14, 2023, the Phoenix City Council approved gap
financing for four affordable housing developments that will support the creation of 544 affordable
housing units and a CLT program administrator. Additionally, Council allocated ARPA funds towards a
landlord incentive program to incentivize participating in the Housing Choice Voucher Program which
sunseted in Fall of 2024 and brought more than 900 new landlords to the voucher program.




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Annual Goals and Objectives


AP-20 Annual Goals and Objectives
Goals Summary Information

Sort Goal Name Start End Category Geographic Area Needs Addressed Funding Goal Outcome Indicator
Order Year Year
1 1A Develop & 2025 2029 Affordable Edison-Eastlake Affordable CDBG: Rental units constructed: 412
Preserve Housing Choice Housing $6,831,773.00 Household Housing Unit
Affordable Neighborhoods HOME: Homeowner Housing
Housing Citywide $10,165,006.49 Rehabilitated: 76 Household
Low/Mod Eligible Housing Unit
Marcos de Niza- Direct Financial Assistance to
Grant Park Choice Homebuyers: 6 Households
Neighborhoods Assisted
Housing Code
Enforcement/Foreclosed
Property Care: 30 Household
Housing Unit




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Sort Goal Name Start End Category Geographic Area Needs Addressed Funding Goal Outcome Indicator
Order Year Year
2 2A Public Services 2025 2029 Non-Housing Edison-Eastlake Public Services CDBG: Public service activities other
for LMI & Special Community Choice $2,114,471.00 than Low/Moderate Income
Need Development Neighborhoods Housing Benefit: 4010 Persons
Citywide Assisted
Low/Mod Eligible Public service activities for
Marcos de Niza- Low/Moderate Income Housing
Grant Park Choice Benefit: 385 Households
Neighborhoods Assisted
3 3A Improve 2025 2029 Non-Housing Edison-Eastlake Public Facilities & CDBG: Public Facility or Infrastructure
Public Facilities & Community Choice Infrastructure $1,218,084.00 Activities other than
Infrastructure Development Neighborhoods Investment Low/Moderate Income Housing
Citywide Benefit: 1000 Persons Assisted
Low/Mod Eligible Public Facility or Infrastructure
Marcos de Niza- Activities for Low/Moderate
Grant Park Choice Income Housing Benefit: 30000
Neighborhoods Households Assisted
4 4A Economic 2025 2029 Non-Housing Edison-Eastlake Economic CDBG: Facade treatment/business
Development Community Choice Development $302,900.00 building rehabilitation: 2
Development Neighborhoods Business
Citywide Businesses assisted: 25
Low/Mod Eligible Businesses Assisted
Marcos de Niza-
Grant Park Choice
Neighborhoods




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Sort Goal Name Start End Category Geographic Area Needs Addressed Funding Goal Outcome Indicator
Order Year Year
5 5A Removal of 2025 2029 Economic Edison-Eastlake Removal of Slum CDBG: Buildings Demolished: 4
Slum & Blight Development Choice & Blight $809,951.00 Buildings
Neighborhoods Housing Code
Citywide Enforcement/Foreclosed
Low/Mod Eligible Property Care: 40 Household
Marcos de Niza- Housing Unit
Grant Park Choice
Neighborhoods
6 6A Homeless 2025 2029 Homeless Citywide Housing & ESG: Public service activities for
Housing & Low/Mod Eligible Services for the $1,271,028.00 Low/Moderate Income Housing
Services Homeless Benefit: 3000 Households
Assisted
Tenant-based rental assistance /
Rapid Rehousing: 50 Households
Assisted
Homeless Person Overnight
Shelter: 2000 Persons Assisted
Homelessness Prevention: 200
Persons Assisted




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Sort Goal Name Start End Category Geographic Area Needs Addressed Funding Goal Outcome Indicator
Order Year Year
7 7A Housing & 2025 2029 Non-Homeless HOPWA EMSA Housing & HOPWA: Public service activities other
Supportive Special Needs Supportive $5,419,101.00 than Low/Moderate Income
Services for Services for Housing Benefit: 835 Persons
People Living People Living wi Assisted
Tenant-based rental assistance /
Rapid Rehousing: 165
Households Assisted
Homelessness Prevention: 85
Persons Assisted
HIV/AIDS Housing Operations:
120 Household Housing Unit
8 8A Effective 2025 2029 Non-Housing Edison-Eastlake Effective Program CDBG:
Program Community Choice Administration $2,819,295.00
Administration Development Neighborhoods HOPWA:
Citywide $167,601.00
Low/Mod Eligible HOME:
Marcos de Niza- $512,374.51
Grant Park Choice
Neighborhoods
HOPWA EMSA
Table 6 – Goals Summary


Goal Descriptions




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1 Goal Name 1A Develop & Preserve Affordable Housing
Goal Promote and fund new affordable housing development such as homeownership opportunities for low- and moderate-
Description income households; development of new rental housing inventory; homeowner housing rehabilitation activities; and CHDO
affordable housing development activities in the City. Code enforcement activities will revitalize communities and help
improve the health and safety of low/mod neighborhoods.
2 Goal Name 2A Public Services for LMI & Special Need
Goal Provide for supportive services for low- to moderate-income and special need populations. Services for LMI will include
Description youth programs, health services, employment training, housing information and referral services and other eligible services
under the CDBG program. Public services assisting special needs populations may include homeless programs, senior
services, services for persons with a disability, services for victims of domestic violence.
3 Goal Name 3A Improve Public Facilities & Infrastructure
Goal Provide funds to improve and expand public facilities and infrastructure such as neighborhood facilities, parks and rec
Description centers, water/sewer systems, sidewalks, and streets. Public facility improvements may also help special need groups and
may be directed towards homeless shelters, senior centers and community centers.
4 Goal Name 4A Economic Development
Goal Provide support for activities and promote job retention or creation for low- and moderate-income residents. Activities may
Description include financial aid and technical assistance. There is also a need to provide support for façade improvements to
commercial sites located in low/mod areas in Phoenix.
5 Goal Name 5A Removal of Slum & Blight
Goal Provide support for the removal of slum and blight in low/mod areas in Phoenix. Demolition activities of aging and
Description dilapidated structures will encourage revitalization efforts, and help improve the health and safety of these areas.




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6 Goal Name 6A Homeless Housing & Services
Goal Provide support for overnight shelter services for individuals and families experiencing homelessness. Emergency shelter will
Description include wraparound services that help individuals and families gain self-sufficiency. The City will also provide homeless
prevention services for those at-risk of homelessness, and rapid rehousing assistance to homeless individuals and families
with the goal of eliminating or reducing homelessness in the City.
7 Goal Name 7A Housing & Supportive Services for People Living
Goal Provide funding support for housing subsidy activities for people living with HIV/AIDS, which include Transitional Housing,
Description Tenant-Based Rental Assistance (TBRA), Short-Term Rent, Mortgage and Utility (STRMU) Assistance and Permanent Housing
Placement (PHP). Several supportive services activities address the needs of eligible clients, increase accessibility to medical
care and other vital resources.
8 Goal Name 8A Effective Program Administration
Goal Effective program management of HUD grant programs will ensure compliance with each respective grant and their
Description regulations and that programs meet their established objectives. This includes a range of activities such as general
administration and planning of the CDBG, ESG, HOME and HOPWA grant programs, monitoring subrecipients, fair housing
activities and keeping strict grant-based accounting.




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Projects

AP-35 Projects – 91.220(d)
Introduction

The projects included in this section are designed to address the needs of the Phoenix community as
outlined in the Consolidated Plan.

CDBG will fund public service programs, public facilities and infrastructure improvements, housing
rehabilitation activities, economic development, the removal of slum and blight, and admin of the
program. The CDBG program has a 20% grant cap allowed for administrative costs and no more than
15% of the grant may be allocated towards public services.

HOME will fund affordable housing development and preservation and Community Housing
Development Organization (CHDO) development activities as required under grant guidelines. There is a
10% grant cap for administrative activities and 15% of the total grant is reserved for CHDO activities.

ESG will fund homeless programs such as homelessness prevention, rapid rehousing rental assistance,
street outreach services and shelter operations. For ESG, there is a 7.5% grant cap for administrative
activities, and no more than 60% may be allocated towards emergency shelter operations.

HOPWA will fund housing programs and supportive services for eligible people living with HIV/AIDS.
Projects are listed by HOPWA Project Sponsors. There is a 3% grant cap for administrative costs.



Projects

# Project Name
1 CDBG Administration
2 CDBG Affordable Housing
3 CDBG Public Services
4 CDBG Homeless Programs
5 CDBG Public Facilities & Infrastructure
6 CDBG Economic Development
7 CDBG Removal of Slum & Blight
8 HOME Administration
9 HOME CHDO Set-Aside (15%)
10 HOME Projects
11 ESG26 Phoenix
12 2026-2029 City of Phoenix AZH26F001 (COP)
13 2026-2029 Southwest Behavioral & Health Services AZH26F001 (SBH)
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# Project Name
14 2026-2029 Area Agency on Aging AZH26F001 (AAA)
Table 7 - Project Information

Describe the reasons for allocation priorities and any obstacles to addressing underserved
needs

The City of Phoenix allocates funds based on the needs identified in the 2025-2029 Consolidated Plan.
The priority needs were affordable housing, public services, public facility and infrastructure
improvements, economic development opportunities, the removal of slum and blight, housing for
homeless and homeless services and addressing the needs of individuals and their families living with
HIV/AIDS. Projects funded in PY 2026 will address several of these priorities.

Public facilities and infrastructure improvements and expanded access have been identified as a need in
Phoenix, specifically in low- and moderate-income areas. These improvements may include activities
such as streets, sidewalks, water/sewer systems, neighborhood facilities, parks and rec centers, senior
centers and homeless shelters.

Public services that provide basic needs for LMI and special needs are a high priority. These services
focus on helping individuals and families avoid homeless and gain self-sufficiency. Often times this need
exceeds the amount of funds available. CDBG has a 20% admin and 15% public services grant cap.

The preservation and development of affordable housing, for both rental and homeownership
opportunities, remains one of the highest priorities in the City. These needs are addressed by CDBG and
HOME funds as eligible under each grant guideline. Activities include direct financial assistance, rental
housing construction, existing homeowner housing rehab, tenant-based rental assistance and other
homeownership opportunities. HOME has a 10% admin grant cap and must allocation at least 15%
towards CHDO affordable housing development.

Economic development to support activities that promote job retention or creation for low- and
moderate-income residents in a priority. Activities may include financial aid and technical assistance.
There is also a need to provide support for façade improvements to commercial sites located in
low/mod areas in Phoenix.

Homeless services that work to end homelessness in Phoenix are a priority and this need is addressed
through the ESG program. The City will fund programs that help with homeless prevention and rapid
rehousing activities to help families avoid homelessness, as well as emergency shelter services for
persons experiencing homelessness. ESG has a 7.5% admin grant and shelter services are limited as
there is a 60% grant cap allocation for this type of activity.



The removal of slum and blight is also a priority for Phoenix. Demolition activities of aging and

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dilapidated structures will encourage revitalization efforts, and help improve the health and safety of
these areas.

Supportive services and housing subsidy programs are vital for individuals and families living with
HIV/AIDS as any housing instability may greatly affect the ability for this group to receive the care they
need. HOPWA has an admin cap of 3%.




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AP-38 Project Summary
Project Summary Information




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1 Project CDBG Administration
Name
Target Edison-Eastlake Choice Neighborhoods
Area Citywide Low/Mod Eligible
Marcos de Niza-Grant Park Choice Neighborhoods
HOPWA EMSA
Goals 8A Effective Program Administration
Suppor
ted
Needs Effective Program Administration
Addres
sed
Fundin CDBG: $2,819,295.00
g
Descrip National Objective: 24 CFR 570.208(d)(4) Program Administration Matrix Code: 24 CFR
tion 570.206 21A-General Program Admin Funds will be used to administer the CDBG program.
Target 6/30/2027
Date
Estimat N/A.
e the
numbe
r and
type of
familie
s that
will
benefit
from
the
propos
ed
activiti
es
Locatio Citywide, eligible.
n
Descrip
tion


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Planne CDBG admin funding covers a broad range of activities to include compliance and
d reporting activities, neighborhood coordination and support, and neighborhood outreach.
Activiti Additionally, CDBG admin funds are utilized by partner departments for critical services to
es include:


1. The Housing Department’s Development Division to oversee critical affordable housing
activities.
2 Project CDBG Affordable Housing
Name
Target Edison-Eastlake Choice Neighborhoods
Area Citywide Low/Mod Eligible
Marcos de Niza-Grant Park Choice Neighborhoods
Goals
Suppor
ted
Needs
Addres
sed
Fundin CDBG: $6,831,773.00
g




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OMB Control No: 2506-0117 (exp. 09/30/2021)

Descrip Utilize CDBG current year, prior year, and/or Program Income funds to increase and
tion preserve affordable rental housing and homeowner housing for low- and moderate-
income residents. Activities, corresponding National Objectives and matrix codes, that
support this project may include:Housing Department:1. CDBG Housing Development
Operations, Project Delivery and Request for Proposal - Housing Department, National
Objective: 24 CFR 570.208(a)(3) LMH-Low/Mod Housing Benefit, Eligible Activity: 24 CFR
570.02 (a)(1), (b)(1), IDIS Matrix Code: 14B, 14J funds operations costs to support the
Housing
Departmentÿ¿ÿ¿ÿ¿ÿ¿ÿ¿ÿ¿ÿ¿ÿ¢ÿ¿ÿ¿ÿ¿ÿ¿ÿ¿ÿ¿ÿ¿
ÿ¿ÿ¿ÿ¿ÿ¿ÿ¿ÿ¿ÿ¿ÿ¿ÿ¿s Call for Interest in identifying HOME
eligible affordable multi-family housing development projects and project delivery for
HOME funded DPA program. Funded with 2025-2026 CDBG funds.Neighborhood Services
Revitalization Division:1. Infill Program (Staff and Request for Proposal), National
Objective: 24 CFR 570.208(b)(1) SBA-Slum/Blight Area Benefit, 24 CFR 570.208(b)(2) SBS-
Slum/Blight Spot Benefit, Eligible Activity: 24 CFR 570.201(a), (b), (d), (i), IDIS Matrix Code:
Various 01, 02, 04, 04A, 06, 08, supporting acquisition, disposition, clearance and
demolition, relocation to support affordable housing construction.2. Down Payment
Assistance, National Objective: 24 CFR 570.208(a)(3) LMH - Low/Mod Housing Benefit,
Eligible Activity: 570.201(n), IDIS Matrix Code: 13B Homeownership Assistance-excluding
Housing Counseling (Housing Counseling to be reported under 13A as separate activity).3.
Housing Counseling, National Objective: 24 CFR 570.208(a)(3) LMH-Low/Mod Housing
Benefit, Eligible Activity: 24 CFR 570.201(e), IDIS Matrix Code: 05U.Neighborhood Services
Revitalization Division, Housing Rehabilitation Section:1. Owner Occupied Rehabilitation
Program, National Objective: 24 CFR 570.208(a)(3) LMH-Low/Mod Housing Benefit,
Eligible Activity: 24 CFR 570.202 (a)(1), IDIS Matrix Code: 14A-Rehab.2. Rental
Rehabilitation Program, National Objective: 24 CFR 570.208(a)(3) LMH-Low/Mod Housing
Benefit, Eligible Activity: 24 CFR 570.202 (a)(1), IDIS Matrix Code: 14A-Rehab.3. Housing
Rehab Request for Proposal (ADA Modifications), National Objective: 24 CFR 570.208(a)(3)
LMH-Low/Mod Housing Benefit, Eligible Activity: 24 CFR 570.202 (a)(1), IDIS Matrix Code:
14A-Rehab.4. Hardship Assistance Program, National Objective: 24 CFR 570.208(a)(3)
LMH-Low/Mod Housing Benefit, Eligible Activity: 24 CFR 570.202(a)(1). Matrix Code: 14A-
RehabHardship Assistance Program (HAP).Neighborhood Preservation Division:1. Code
Enforcement, National Objective: 24 CFR 570.208(a)(1) LMA-Low/Mod Area Benefit,
Eligible Activity 24 CFR 570.201(c), Matrix Code: 15-Code Enforcement LMA Low/Mod
Area Benefit. 2025-26 Funding
Target 6/30/2027
Date




Annual Action Plan 35
OMB Control No: 2506-0117 (exp. 09/30/2021)

Estimat Housing Department:
e the
numbe 1. CDBG Housing Development Operations, Project Delivery and Request for Proposal -
r and Goal Outcome Indicator: Rental Units Constructed. Quantity: 412. Unit of Measure:
type of Household Housing Unit and Goal Outcome Indicator: Direct Financial Assistance to
familie Homebuyers. Quantity: 6. Unit of Measure: Households Assisted. 1 owner occupied rehab
s that assisted w/HOME Funds.
will
benefit Neighborhood Services Revitalization Division:
from 1. Infill Program (Staff and Request for Proposal) - Goal Outcome Indicator: Homeowner
the Housing Added. Quantity: TBD. Unit of Measure: Household Housing Unit. Quantity to be
propos determined if funded.
ed 2. Down Payment Assistance- Goal Outcome Indicator: Direct Financial Assistance to
activiti Homebuyers. Quantity: TBD. Unit of Measure: Households Assisted. Quantity to be
es determined if funded.
3. Housing Counseling - Goal Outcome Indicator: Direct Financial Assistance to
Homebuyers. Quantity: 0. Unit of Measure: Households Assisted. Quantity to be
determined if funded.
Neighborhood Services Revitalization Division, Housing Rehabilitation Section:
1. Owner Occupied Housing Rehab- Goal Outcome Indicator: Homeowner Housing Rehab.
Quantity: 50. Unit of Measure: Household Housing Unit
2. Rental Rehab- Goal Outcome Indicator: Homeowner Housing Rehab. Quantity: TBD.
Unit of Measure: Household Housing Unit. Quantity to be determined if funded.
3. Housing Rehab Request for Proposal (ADA Modifications- Goal Outcome Indicator:
Homeowner Housing Rehab. Quantity: 10. Unit of Measure: Household Housing Unit
4. Hardship Assistance- Goal Outcome Indicator: Homeowner Housing Rehab. Quantity:
15. Unit of Measure: Household Housing Unit
Neighborhood Preservation Division:
1. Code Enforcement - Goal Outcome Indicator: Housing Code Enforcement Quantity: 30
Unit of Measure: Household Housing Unit
Locatio Citywide, eligible.
n
Descrip
tion




Annual Action Plan 36
OMB Control No: 2506-0117 (exp. 09/30/2021)

Planne Planned activities to preserve and develop affordable rental housing and homeowner
d housing for low- and moderate-income residents may include:
Activiti
es Housing Department:
1. Housing Department Development Operations funds the initiation and administration
of many diverse housing programs, all of which increase the supply of affordable rental
housing or home-ownership opportunities for lower income households. These housing
programs concentrate on providing assistance to households with incomes at or below
80% of area median income with HOME funded affordable housing development and
Down Payment assistance programs.
Neighborhood Services Revitalization Division:


1. Infill Program (Staff and Request for Proposal) conveys previously slum and blighted
and or strategically acquired properties to nonprofit agencies and/or for-profit developers
through a competitive request for proposals (RFP) process for construction and
disposition of single- family homes or multifamily projects. The construction may be
funded through private financing and or a combination of federal and private funds.
2. Down Payment Assistance program provides financial homeownership assistance to
LMI households purchasing a home after completing housing counseling requirements.
3. Housing Counseling Request for Proposal funds a subrecipient to provide
comprehensive housing counseling services to assist homebuyers and homeowners
meeting HUD's low-moderate criteria of up to 80 percent Area Median Income (AMI) with
HOME funded affordable housing development and Down Payment assistance programs.
Neighborhood Services Revitalization Division, Housing Rehabilitation Section:
1. Owner Occupied Rehabilitation Program provides financial assistance (in the form of
grants or loans) to eligible low- and moderate-income homeowners for emergency home
repairs that address health or safety hazards. The program may also address non-
emergency home repairs to stabilize critical home systems (electrical, mechanical,
plumbing, roofing), to remediate lead hazards, to improve the homes energy efficiency,
and to meet healthy homes standards.
2. Rental Rehabilitation Program provides flexible financing for the rehabilitation of single
family/multifamily rental units intended to be occupied by low- and moderate-income
tenants. Owner contribution/matching funds may be required.
3. ADA Home Accessibility Modifications Program Rehab Request for Proposal will fund a
subrecipient to perform repairs to improve the accessibility of homes of low- and
moderate-income disabled and or elderly residents.
4. Hardship Assistance Program (HAP) provides assistance (in the form of grants or loans)
to low- and moderate-income eligible Phoenix homeowners to correct potential or
existing exterior violations of the Neighborhood Preservation and Zoning ordinances, and
or health and safety codes Annual Action Plan 37
Neighborhood Preservation Division: 2026
OMB Control No: 1.
2506-0117
Code(exp. 09/30/2021) Program focus on addressing common blight violations included in
Enforcement
the Neighborhood Preservation Ordinance (high and/or dry vegetation, accumulation of 483
litter/debris, outdoor storage of personal property and inoperable vehicles,
3 Project CDBG Public Services
Name
Target
Area
Goals 2A Public Services for LMI & Special Need
Suppor
ted
Needs Public Services
Addres
sed
Fundin CDBG: $2,114,471.00
g
Descrip
tion
Target 6/30/2027
Date
Estimat Housing Department:
e the 1. Family Self-Sufficiency Program - Housing Department - Goal Outcome Indicator: Public
numbe service activities for Low/Moderate Income Housing Benefit. Quantity: 300. Unit of
r and Measure: Households Assisted
type of 2. Aeroterra Program – Housing Department – Goal Outcome Indicator: Public service
familie activities for Low/Moderate Income Housing Benefit. Quantity: 65-70. Unit of Measure:
s that Households Assisted
will 3. Phoenix Starfish Place - Housing Department - Goal Outcome Indicator: Public service
benefit activities for Low/Moderate Income Housing Benefit. Quantity: 15. Unit of Measure:
from Households Assisted
the
propos Neighborhood Engagement Division:
1. Neighborhood Engagement Coordination (Neighborhood Specialist) - Goal Outcome
ed
activiti Indicator: Public service activities other than Low/Moderate Income Housing Benefit.
es Quantity: 500. Unit of Measure: Persons Assisted.
Neighborhood Revitalization Division, Neighborhood Enhancement Section
1. It is estimated that approximately 0 vulnerable individuals will benefit from public
service activities funded in FY 25.
Locatio Citywide, eligible.
n
Descrip
tion

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Planne Planned public service activities may include:
d Housing Department:
Activiti 1. The FSS Program, administered by the City Housing Department, provides direct case
es management through Housing Department staff to support families in Section 8,
conventional, and scattered site housing. The program focuses on identifying and
eliminating barriers to self-sufficiency, empowering families to achieve financial
independence and long-term stability.
2. The Aeroterra Program, administered by the City of Phoenix Housing Department, is a
vital investment in the long-term stability of families transitioning from chronic
homelessness. Targeted on-site counseling and case management for youth struggling to
adjust to permanent housing significantly increase the likelihood of maintaining stable
housing and improving family outcomes.
3. Phoenix Starfish Place is administered by the City Housing Department and is a city
owned fifteen-unit apartment complex where victims of sex and human trafficking receive
supportive services, direct counseling, assistance developing life and parenting skills,
assistance with their educational goals and with gaining meaningful employment. provide
direct services in a residential setting to the victims of sex and human trafficking and their
immediate families.
Neighborhood Engagement Division:
1. Neighborhood Engagement Coordination (Neighborhood Specialists) funds support
various neighborhood engagement efforts in low- to moderate-income areas to foster
successful coordination and valuable feedback on neighborhood revitalization projects.
Neighborhood Revitalization Division, Neighborhood Enhancement Section
1. Public Services Notice of Funding Opportunity and Homeless Services Support.
4 Project CDBG Homeless Programs
Name
Target Citywide Low/Mod Eligible
Area
Goals 2A Public Services for LMI & Special Need
Suppor
ted
Needs Public Services
Addres
sed
Fundin CDBG: $871,000.00
g




Annual Action Plan 39
OMB Control No: 2506-0117 (exp. 09/30/2021)

Descrip Utilize CDBG funds to assist individuals and families gain stable housing after experiencing
tion homelessness or prevent a housing crisis. Activities, corresponding National Objectives,
and matrix codes that support this project may include:Human Services Department:1.
Landlord and Tenant Education Program (Staff) - Human Services Department, National
Objective: 24 CFR 570.208(a)(2) LMC- Low/Mod Limited Clientele Benefit, Eligible Activity:
24 CFR 570.201(e), IDIS Matrix Code: OSK Tenant/Landlord Counseling. Activity is funded
with 2025-26 CDBG fund.2. Tenant Emergency Assistance - Human Services Department,
National Objective: 24 CFR 570.208(a)(2) LMC- Low/Mod Limited Clientele Benefit, Eligible
Activity: 24 CFR 570.201(e), 24 CFR 570.207(b)(4) and 24 CFR 570.408(c)(2), IDIS Matrix
Code: 05Q Subsistence Payments (emergency payments on behalf of individuals or
families). Activity is funded with 2025-26 CDBG fund.Office of Homeless Solutions1.
Emergency Shelter - Office of Homeless Solutions, National Objective: 24 CFR
570.208(a)(2) LMC-Low/Mod Limited Clientele Benefit, Eligible Activity: 24 CFR
570.201(e), IDIS Matrix Code: 03T-Homeless/AIDS Patients. Activity is funded with 2025-
26 CDBG fund.2. Navigation and Wrap Around Services for Justice Involved Individuals
Experiencing Homelessness - Office of Homeless Solutions, National Objective: 24 CFR
570.208(a)(2) LMC-Low/Mod Limited Clientele, Eligible Activity: 24 CFR 570.201(e), IDIS
Benefit Matrix Code: 05Z-Other Public Services Not Listed in 03T and 05A-05Y. Activity is
funded with 2025-26 CDBG fund.3. Rapid Rehousing and Housing Stabilization Support-
Office of Homeless Solutions, National Objective: 24 CFR 570.208(a)(2) LMC-Low/Mod
Limited Clientele Benefit, Eligible Activity: 24 CFR 570.201(e), IDIS Matrix Code: 05Z-Other
Public Services Not Listed in 03T and 05A-05Y. Activity is funded with $0 in 2025-26 CDBG
funds, if funded, will be funded with prior year funds.4. Outreach and Engagement for
Persons Experiencing Homelessness - Office of Homeless Solutions, National Objective: 24
CFR 570.208(a)(2) LMC-Low/Mod Limited Clientele Benefit, Eligible Activity: 24 CFR
570.201(e), IDIS Matrix Code: 05Z-Other Public Services Not Listed in 03T and 05A-05Y.
Activity is funded with 2025-26 CDBG fund.
Target 6/30/2027
Date




Annual Action Plan 40
OMB Control No: 2506-0117 (exp. 09/30/2021)

Estimat Human Services Department:
e the 1. Landlord and Tenant Education Program (Staff) - Human Services Department -
numbe Outcome Goal Indicator: Public services activities for Low/Moderate Income Housing
r and Benefit. Quantity: 3,500. Unit of Measure: Persons assisted.
type of 2. Tenant Emergency Assistance - Human Services Department - Goal Outcome Indicator:
familie Public services activities for Low/Moderate Income Housing Benefit. Quantity: 10. Unit of
s that Measure: Persons Assisted
will Office of Homeless Solutions
benefit 1. Emergency Shelter – Office of Homeless Solutions - Goal Outcome Indicator: Homeless
from Person Overnight Shelter. Quantity: 150. Unit of Measure: Persons Assisted.
the 2. Navigation and Wrap Around Services for Justice Involved Individuals Experiencing
propos Homelessness - Office of Homeless Solutions - Goal Outcome Indicator: Public service
ed activities for Low/Moderate Income Housing Benefit. Quantity: 100.
activiti 3. Rapid Rehousing and Housing Stabilization Support- Office of Homeless Solutions - Goal
es Outcome Indicator: Public service activities for Low/Moderate Income Housing Benefit.
Quantity: TBD. Unit of Measure: Households Assisted. Quantity to be determined once
the subrecipient is awarded a contract.
4. Outreach and Engagement for Persons Experiencing Homelessness - Office of Homeless
Solutions - Goal Outcome Indicator: Public service activities for Low/Moderate Income
Housing Benefit. Quantity: 2,900. Unit of Measure: Households Assisted.
Locatio Citywide, eligible.
n
Descrip
tion




Annual Action Plan 41
OMB Control No: 2506-0117 (exp. 09/30/2021)

Planne Utilize CDBG funds to assist individuals and families gain stable housing after experiencing
d homelessness or prevent a housing crisis with activities that may include:
Activiti Human Services Department:
es 1. Landlord and Tenant Education Program (Staff) administered by the Human Services
Department, provides education and counseling to tenants and landlords via the
telephone, e-mails and face to face sessions and also conducts regular educational
sessions/workshops on the Arizona Residential Landlord and Tenant Act and the Arizona
Mobile Home Act.
2. Tenant Emergency Assistance administered by the Human Services Department,
provides emergency one-time assistance to Phoenix tenants whose income is low- and
moderate-income and are facing homelessness as a direct result of code enforcement for
imminent hazards or other health and safety conditions.
Office of Homeless Solutions
1. Emergency Shelter – Office of Homeless Solutions will administer a request for proposal
to identify a subrecipient, or subrecipients, for emergency shelter operations and services,
for families identified by City Police, Fire and Office of Homeless Solutions Officials.
2. Navigation and Wrap Around Services for Justice Involved Individuals Experiencing
Homelessness - Office of Homeless Solutions, a request for proposal will identify a
subrecipient, or subrecipients, to support persons experiencing homelessness who
become involved in the criminal justice system, within the City of Phoenix.
3. Rapid Rehousing and Housing Stabilization Support- Office of Homeless Solutions, a
request for proposal will identify a subrecipient, or subrecipients, to support individuals
moving from sheltered or unsheltered homelessness to permanent housing using a
Housing First model.
4. Outreach and Engagement for Persons Experiencing Homelessness - Office of Homeless
Solutions, a request for proposal to identify a subrecipient, or subrecipients, to support
outreach and engagement services for persons experiencing homelessness.
5 Project CDBG Public Facilities & Infrastructure
Name
Target Edison-Eastlake Choice Neighborhoods
Area Citywide Low/Mod Eligible
Marcos de Niza-Grant Park Choice Neighborhoods
Goals 3A Improve Public Facilities & Infrastructure
Suppor
ted
Needs Public Facilities & Infrastructure Investment
Addres
sed


Annual Action Plan 42
OMB Control No: 2506-0117 (exp. 09/30/2021)

Fundin CDBG: $1,844,082.00
g




Annual Action Plan 43
OMB Control No: 2506-0117 (exp. 09/30/2021)

Descrip Utilize CDBG current year, prior year, and/or Program Income, and/or CDBG-CV funds to
tion foster the development of vibrant and thriving neighborhoods by investing in facilities,
infrastructure and addressing blight. Activities, corresponding National Objectives and
matrix codes, that support this project may include:Housing Department:1. CDBG
Project Delivery, National Objective: 24 CFR 570.208(a)(1) LMA - Low/Mod Area Benefit,
24 CFR 570.208(a)(2) LMC - Low/Mod Limited Clientele Benefit, Eligible Activity: 24 CFR
570.201(c), Matrix Code: 03A Senior Centers, 03B Facilities for Persons w. Disabilities, 03C
Homeless Facilitates (not operating costs), 03D Youth Centers, 03E Neighborhood
Facilities, 03F Parks, Recreational Facilities, 03G Parking Facilities, 03H Solid Waste
Disposal Improvements, 03I Flood Drainage Improvements, 03J Water/Sewer
Improvements, 03K Street Improvements, 03L Sidewalks, 03M Child Care Centers, 03N
Tree Planting, 03O Fire Stations/Equipment, 03P Health Facilities, 03Q Facilities for
Abused and Neglected Children, 03R Asbestos Removal, 03S Facilities for AIDS Patients
(not operating costs), 03Z-Other Public Improvements Not Listed in 03A-03S. This activity
incorporates staff costs for project management and monitoring of cross cutting
requirements.2.Neighborhood Enhancement and Infrastructure Program, National
Objective: 24 CFR 570.208(a)(1) LMA-Low/Mod Area Benefit, 24 CFR 570.208(a)(2) LMC -
Low/Mod Limited Clientele Benefit, Eligible Activity: Eligible Activity: 24 CFR 570.201(c),
IDIS Matrix Code: Various 03A-03S and 03Z Other Public Improvements not listed in 03A-
03S. 2024 Funding: $0 will use prior year funds if funded.Neighborhood Preservation
Division:1. Graffiti Removal, National Objective: 24 CFR 570.208(a)(1) LMA- Low/Mod
Area Benefit, Eligible Activity: 24 CFR 570.201(c), Matrix Code: 03Z Other Public
Improvements not listed in 03A-03S. 2025- 26 FundingNeighborhood Services
Revitalization Division:1. Strategic Acquisition (Affordable Housing Development,
Shelter Support, & other Public Facilities), National Objective: 24 CFR 570.208(a)(1) LMA-
Low/Mod Area Benefit, Eligible Activity: 24 CFR 570.201(a), (c), (d), (i), IDIS Matrix Code:
01, 03C, 03Z, 04, 08, supporting acquisition, clearance and demolition, relocation to
support affordable housing development, shelter support and other Public
Facilities.Neighborhood Revitalization Division, Neighborhood Enhancement Section1.
CDBG Project Delivery, National Objective: 24 CFR 570.208(a)(1) LMA - Low/Mod
Area Benefit, 24 CFR 570.208(a)(2) LMC - Low/Mod Limited Clientele Benefit, Eligible
Activity: 24 CFR 570.201(c), Matrix Code: IDIS Matrix Code: 01, 02, 04, and 08, 03A
through 03S and 03Z. This activity incorporates staff costs for project management and
monitoring of cross-cutting requirements. Funding: $0.00 will use prior year funds if
needed.2. Neighborhood Enhancement and Infrastructure Program, National
Objective: 24 CFR 570.208(a)(1) LMA-Low/Mod Area Benefit, 24 CFR 570.208(a)(2) LMC -
Low/Mod Limited Clientele Benefit, IDIS Matrix Code: Various 03A through 03S and 03Z.3.
Public Facilities Notice of Funding Opportunity, National Objective: 24 CFR
570.208(a)(1) LMA-Low/Mod Area Benefit, 24 CFR 570.208(a)(2) LMC - Low/Mod Limited
Clientele, IDIS Matrix Code: Various 03A through 03S and 03Z.4. Strategic Acquisition and
Disposition (Affordable Housing Development, Shelter Support, & other Public Facilities),
National Objective: 24 CFR Annual 570.208(a)(1) LMA-Low/Mod Area Benefit, 24 CFR
Action Plan 44
570.208(a)(2) LMC - Low/Mod Limited Clientele Benefit, Eligible Activity: 24 CFR
570.201(a), (c), (d), (i), IDIS Matrix Code: 01, 02, 04, and 08, 03A through 03S and 03Z.
OMB Control No: 2506-0117 (exp. 09/30/2021)
Funding: $0.00 willuse prior year funds if funded. 490
Target 6/30/2027
Date
Estimat Housing Department:
e the 1. Project Delivery and Environmental Support - Goal Outcome Indicator: Public Facilities
numbe or Infrastructure other than Housing Benefit. Quantity: 200 Unit of Measure: Persons
r and Assisted.
type of 2. Neighborhood Enhancement and Infrastructure Program - Goal Outcome Indicator:
familie Public Facilities or Infrastructure other than Housing Benefit. Quantity: TBD Unit of
s that Measure: Persons Assisted.
will Neighborhood Preservation Division:
benefit 1. Graffiti Removal - Goal Outcome Indicator: Other Quantity: 30,000 Unit of Measure:
from Other (Households Assisted).
the Neighborhood Services Revitalization Division:
propos 1. Strategic Acquisition (Affordable Housing Development, Shelter Support, & other Public
ed Facilities) - Goal Outcome Indicator: Other. Quantity: 0. Unit of Measure: Properties
activiti acquired. Quantity to be determined if funded.
es Neighborhood Revitalization Division, Neighborhood Enhancement Section
1. Project Delivery and Environmental Support - Goal Outcome Indicator: Public Facilities
or Infrastructure other than Housing Benefit. Quantity: 0 Unit of Measure: Persons
Assisted
2. Neighborhood Enhancement and Infrastructure Program - Goal Outcome Indicator:
Public Facility or Infrastructure other than Housing Benefit. Quantity: 1000 Unit of
Measure: Persons Assisted
3. Public Facilities Notice of Funding Opportunity - Goal Outcome Indicator: Public Facility
or Infrastructure activity other than Housing Benefit. Quantity: 0. Unit of Measure:
Number of Persons Assisted.
4. Strategic Acquisition and Disposition (Affordable Housing Development, Shelter
Support, & other Public Facilities) - Goal Outcome Indicator: Other. Quantity: TBD. Unit of
Measure: Properties acquired. Quantity to be determined if funded.
Locatio Citywide, eligible.
n
Descrip
tion
Planne
d
Activiti
es
6 Project CDBG Economic Development
Name

Annual Action Plan 45
OMB Control No: 2506-0117 (exp. 09/30/2021)

Target Edison-Eastlake Choice Neighborhoods
Area Citywide Low/Mod Eligible
Marcos de Niza-Grant Park Choice Neighborhoods
Goals 4A Economic Development
Suppor
ted
Needs Economic Development
Addres
sed
Fundin CDBG: $302,900.00
g
Descrip Utilize CDBG funds to enhance the City's economic stability by investing in opportunities
tion to develop and strengthen small businesses and micro-enterprises through activities that
may include:Neighborhood Revitalization Division, Neighborhood Enhancement Section:1.
Neighborhood Commercial Rehabilitation (Subrecipient, Operations and Projects),
National Objective: 24 CFR 570.208(a)(1) LMA-Low/Mod Area Benefit, Eligible Activity: 24
CFR 570.202(a)(3), IDIS Matrix Code: Various, 14-E, 16B, 17A through 17D, 18A through
18C,19C and 19E. 2024 Funding: $02. Small Business and Microenterprise Support
Programs (Subrecipient, Consultants and Operations), National Objective: 24 CFR
570.208(a)(1) LMA-Low/Mod Area Benefit, 24 CFR 570.208(a)(2) LMC-Low/Mod Clientele
Benefit, 24 CFR 570.208(a)(4) LMJ-Low/Mod Job Creation or Retention Activities, Eligible
Activity: 24 CFR 570.203(c), 24 CFR 570.201(o), IDIS MatrixCode: 18B and 18C. 2024
Funding: $389,704
Target 6/30/2027
Date




Annual Action Plan 46
OMB Control No: 2506-0117 (exp. 09/30/2021)

Estimat Neighborhood Revitalization Division, Neighborhood Enhancement Section:
e the 1. Goal Outcome Indicator: Businesses assisted. Quantity: 25. Unit of Measure: Businesses
numbe Assisted.
r and 2. Goal Outcome Indicator: Facade treatment/business building rehabilitation. Quantity:
type of 2. Unit of Measure: Business. Quantity to be determined if funded.
familie
s that
will
benefit
from
the
propos
ed
activiti
es
Locatio Citywide, eligible.
n
Descrip
tion
Planne Utilize CDBG funds to enhance the City's economic stability by investing in opportunities
d to develop and strengthen small businesses and micro-enterprises through activities that
Activiti may include:
es Neighborhood Revitalization Division, Neighborhood Enhancement Section:
1. Neighborhood Commercial Rehabilitation Programs (Subrecipient, Operations and
Projects), including façade improvement for privately owned businesses serving
low-income areas and persons.
2. Small Business and Microenterprise Support Programs (Subrecipient, Consultants
& Operations), including management technical assistance.
7 Project CDBG Removal of Slum & Blight
Name
Target Edison-Eastlake Choice Neighborhoods
Area Citywide Low/Mod Eligible
Marcos de Niza-Grant Park Choice Neighborhoods
Goals 5A Removal of Slum & Blight
Suppor
ted



Annual Action Plan 47
OMB Control No: 2506-0117 (exp. 09/30/2021)

Needs Removal of Slum & Blight
Addres
sed
Fundin CDBG: $809,951.00
g
Descrip The City will fund the removal of slum and blight in low/mod areas in Phoenix. Demolition
tion activities of aging and dilapidated structures will encourage revitalization efforts, and help
improve the health and safety of these areas.Neighborhood Preservation Division:1.
Demolition, National Objective: 24 CFR 570.208(b)(2) SBS- Slum/Blight Spot
Benefit, Eligible Activity: 24 CFR 570.201(d), IDIS Matrix Code: 04-Clearance and
Demolition. 2025-26 Funding2. Abatement Coordination, National Objective: 24 CFR
570.208(b)(2) SBS-Slum/Blight Spot Benefit, Eligible Activity: 24 CFR 570.202(a)(1), Matrix
Code: 04-Clearance and Demolition. 2025-26 Funding
Target 6/30/2027
Date
Estimat Neighborhood Preservation Division:
e the 1. Demolition - Goal Outcome Indicator: Building Demolished Quantity: 4 Units of
numbe Measure: Buildings
r and
type of 2. Abatement Coordination - Goal Outcome Indicator: Housing
familie Code Enforcement Quantity: 40 Unit of Measure: Household Housing Unit
s that
will
benefit
from
the
propos
ed
activiti
es
Locatio Citywide, eligible.
n
Descrip
tion




Annual Action Plan 48
OMB Control No: 2506-0117 (exp. 09/30/2021)

Planne Planned activities include:
d Neighborhood Preservation Division:
Activiti 1. Demolition Program addresses vacant structures that pose a threat to the health, safety
es and welfare of residents and adjacent properties through education and enforcement of
the Neighborhood Preservation Ordinance, including contractual demolition of
deteriorated, unsafe, and uninhabitable vacant structures.
2. Abatement Coordination addresses open and unsecured, vacant structures that pose a
threat to the health, safety and welfare of residents and adjacent properties through
education and enforcement of the Neighborhood Preservation Ordinance, including
contractual board up of deteriorated and unsafe vacant structures.
8 Project HOME Administration
Name
Target Edison-Eastlake Choice Neighborhoods
Area Citywide Low/Mod Eligible
Marcos de Niza-Grant Park Choice Neighborhoods
Goals 8A Effective Program Administration
Suppor
ted
Needs Effective Program Administration
Addres
sed
Fundin HOME: $512,374.51
g
Descrip Administration of the 2026 HOME Program. No more than 10% of the HOME annual
tion allocation may be allocated towards admin costs.
Target 6/30/2027
Date




Annual Action Plan 49
OMB Control No: 2506-0117 (exp. 09/30/2021)

Estimat N/A.
e the
numbe
r and
type of
familie
s that
will
benefit
from
the
propos
ed
activiti
es
Locatio Citywide, eligible.
n
Descrip
tion
Planne Administration of the HOME 2026 Program.
d
Activiti
es
9 Project HOME CHDO Set-Aside (15%)
Name
Target Edison-Eastlake Choice Neighborhoods
Area Citywide Low/Mod Eligible
Marcos de Niza-Grant Park Choice Neighborhoods
Goals 1A Develop & Preserve Affordable Housing
Suppor
ted
Needs Affordable Housing
Addres
sed
Fundin HOME: $768,561.77
g




Annual Action Plan 50
OMB Control No: 2506-0117 (exp. 09/30/2021)

Descrip The City will provide HOME resources to a local certified CHDO to develop affordable
tion housing units for low- to moderate-income households in Phoenix. There is a 15% set-
aside of the HOME grant for CHDO development activities.
Target 6/30/2027
Date
Estimat Rental Housing constructed (CHDO): 56 Household Housing Unit
e the
numbe
r and
type of
familie
s that
will
benefit
from
the
propos
ed
activiti
es
Locatio Citywide, eligible.
n
Descrip
tion
Planne Planned activities include affordable housing development by a certified CHDO.
d
Activiti
es
1 Project HOME Projects
0 Name
Target Edison-Eastlake Choice Neighborhoods
Area Citywide Low/Mod Eligible
Marcos de Niza-Grant Park Choice Neighborhoods
Goals 1A Develop & Preserve Affordable Housing
Suppor
ted




Annual Action Plan 51
OMB Control No: 2506-0117 (exp. 09/30/2021)

Needs Affordable Housing
Addres
sed
Fundin HOME: $9,652,631.98
g
Descrip The City will fund affordable rental housing development, down payment assistance and
tion housing rehab activities that will benefit low- to moderate-income households Phoenix.
Target 6/30/2027
Date
Estimat Rental units constructed: 252 Household Housing Unit
e the Direct Financial Assistance to Homebuyers: 8 Households Assisted Homeowner Housing
numbe
r and Rehabilitated: 1 Household Housing Unit
type of
familie
s that
will
benefit
from
the
propos
ed
activiti
es
Locatio Citywide, eligible.
n
Descrip
tion
Planne Planned affordable housing activities may include acquisition and/or rehabilitation of
d multifamily projects; new construction of multifamily housing units; special needs
Activiti multifamily rental housing; owner- occupied housing rehabilitation; homeownership
es assistance in the form of a direct subsidy to be used to assist homebuyers with down
payment and/or closing cost; acquisition and/or rehabilitation of homeownership
assistance in the form of a direct subsidy to be used assist homebuyers with down
payment and/or closing; acquisition and/or rehabilitation of homebuyer properties; and
new construction of homeowner housing.




Annual Action Plan 52
OMB Control No: 2506-0117 (exp. 09/30/2021)

1 Project ESG26 Phoenix
1 Name
Target Citywide Low/Mod Eligible
Area
Goals 6A Homeless Housing & Services
Suppor
ted
Needs Housing & Services for the Homeless
Addres
sed
Fundin ESG: $1,271,028.00
g
Descrip The City will fund homeless prevention for individual and families at- risk of homelessness,
tion rapid rehousing rental assistance activities, street outreach services and emergency and
transitional shelter facilities.
Target 6/30/2027
Date
Estimat Tenant-based rental assistance / Rapid Rehousing: 50 Households Assisted
e the Homelessness Prevention: 200 Persons Assisted
numbe
r and Homeless Person Overnight Shelter: 1850 Persons Assisted
type of
familie
s that
will
benefit
from
the
propos
ed
activiti
es
Locatio Citywide, eligible.
n
Descrip
tion



Annual Action Plan 53
OMB Control No: 2506-0117 (exp. 09/30/2021)

Planne Planned activities include:
d ESG Program Administration: $95,327
Activiti
es Costs associated with administering the ESG program will be funded at 7.5% of the total
grant. Emergency shelter and street outreach services may not exceed 60% of the total
ESG annual allocation funding, and the balance of funds will be allocated towards
homeless prevention and rapid rehousing activities (32.5%).
1 Project 2026-2029 City of Phoenix AZH26F001 (COP)
2 Name
Target HOPWA EMSA
Area
Goals 7A Housing & Supportive Services for People Living
Suppor
ted
Needs Housing & Supportive Services for People Living wi
Addres
sed
Fundin HOPWA: $3,118,547.00
g
Descrip The City will fund Resource Identification for planning and collaboration; Permanent
tion housing through the Tenant-Based Rental Assistance (TBRA) housing program; Short-Term
Rent, Mortgage and Utility (STRMU) Assistance to assist with preventing homelessness;
Permanent Housing Placement (PHP) funds to assist with move-in housing expenses and
associated costs; TBRA Supportive Services and Transitional Housing client related
program oversight. The City will also provide funds for the administration and
coordination of program management for the HOPWA program, not to exceed 3% of the
total grant allocation.
Target 6/30/2027
Date




Annual Action Plan 54
OMB Control No: 2506-0117 (exp. 09/30/2021)

Estimat Tenant-Based Rental Assistance (TBRA) : 165 Households
e the Tenant-Based Rental Assistance (TBRA) Supportive Services: 0 Households (program
numbe oversight)
r and
type of Transitional Housing Leasing and Operating/Emergency Housing: 0 Households (program
familie oversight)
s that Short-Term, Rent, Mortgage and Utility (STRMU) Assistance: 60 Households
will Permanent Housing Placement (PHP): 25 Households
benefit
from
the
propos
ed
activiti
es
Locatio Maricopa and Pinal Counties
n
Descrip
tion
Planne Planned activities include:
d Grantee Administration (not to exceed 3% of the total grant allocation)
Activiti
es Resource Identification
Tenant-Based Rental Assistance (TBRA)
Tenant-Based Rental Assistance Supportive Services (program oversight)
Transitional Housing Leasing and Operating/Emergency Housing (program oversight)
Short-Term, Rent, Mortgage and Utility (STRMU) Assistance
Permanent Housing Placement (PHP)
1 Project 2026-2029 Southwest Behavioral & Health Services AZH26F001 (SBH)
3 Name
Target HOPWA EMSA
Area
Goals 7A Housing & Supportive Services for People Living
Suppor
ted




Annual Action Plan 55
OMB Control No: 2506-0117 (exp. 09/30/2021)

Needs Housing & Supportive Services for People Living wi
Addres
sed
Fundin HOPWA: $2,182,992.00
g
Descrip Southwest Behavioral & Health Services provides Transitional and Emergency Housing for
tion individuals living with HIV/AIDS. Funding will be provided for leasing and operating
expenses for persons experiencing homelessness, at risk for homelessness or unstably
housed. Both master-leased and agency owned units are utilized for the Transitional
Housing program. Transitional Housing Supportive Services are also provided to housed
clients. Employment Services are provided to assist persons with preparing for and
securing employment.
Target 6/30/2027
Date
Estimat Transitional Housing Leasing and Operating/Emergency Housing: 120 Households
e the Transitional Housing Supportive Services: 120 households
numbe
r and Employment Services: 200 households
type of
familie
s that
will
benefit
from
the
propos
ed
activiti
es
Locatio Maricopa and Pinal Counties
n
Descrip
tion
Planne Planned activities include:
d Transitional Leasing and Operating/Emergency Housing
Activiti
es Transitional Housing Supportive Services
Employment Services

Annual Action Plan 56
OMB Control No: 2506-0117 (exp. 09/30/2021)

1 Project 2026-2029 Area Agency on Aging AZH26F001 (AAA)
4 Name
Target HOPWA EMSA
Area
Goals 7A Housing & Supportive Services for People Living
Suppor
ted
Needs Housing & Supportive Services for People Living wi
Addres
sed
Fundin HOPWA: $285,163.00
g
Descrip The Area Agency on Aging provides Housing Information Services and Tenant-Based
tion Rental Assistance (TBRA) Supportive Services. The Housing Information Services program
assists people living with HIV/AIDS with connecting them to appropriate housing
providers in Maricopa and Pinal Counties to meet their needs. The Housing Case
Managers provide ongoing supportive services to clients housed through the HOPWA
TBRA program.
Target 6/30/2027
Date
Estimat Housing Information Services: 350 Households
e the Tenant-Based Rental Assistance (TBRA) Supportive Services: 165 Households
numbe
r and
type of
familie
s that
will
benefit
from
the
propos
ed
activiti
es




Annual Action Plan 57
OMB Control No: 2506-0117 (exp. 09/30/2021)

Locatio Maricopa and Pinal Counties
n
Descrip
tion
Planne Planned activities include:
d Housing Information Services
Activiti
es Tenant-Based Rental Assistance (TBRA) Supportive Services




Annual Action Plan 58
OMB Control No: 2506-0117 (exp. 09/30/2021)

AP-50 Geographic Distribution – 91.220(f)
Description of the geographic areas of the entitlement (including areas of low-income and
minority concentration) where assistance will be directed

The City of Phoenix identified three target areas where funds will be directed. The first two target areas
are the Edison-Eastlake and Marcos de Niza-Grant Park communities. The Edison-Eastlake Community is
the target of a Choice Neighborhoods Implementation Grant and is also a Neighborhood Revitalization
Strategy Area (NRSA). In 2024, the Housing Department was awarded a $500,000 Choice Neighborhoods
Planning Grant to begin a community planning effort with the residents of the Marcos de Niza public
and affordable housing community (AMP 22, 374 units, a mix of 281 Public Housing and 93 Section 8
PBV). This began in calendar year 2024 and will focus on completing a community-driven Neighborhood
Transformation Plan to guide the revitalization of Marcos de Niza and the surrounding neighborhood.
Local City of Phoenix funding will be used for the effort along with Choice Neighborhoods funds and any
other sources that are available at the time. The transformation plan will form the basis for future
implementation efforts including an application for Choice Neighborhoods Implementation grant
funding.

The third target area does not traditionally target a certain neighborhood in Phoenix, but expands the
reach of programs and services to all low/mod income areas and also directly to eligible low- to
moderate- income households in the City. Low/mod areas (LMA) are primarily residential and have at
least 51 percent of residents who are considered low- and moderate-income persons as defined by
HUD. The boundaries of these areas are defined at the block group tract level. The City also provides
assistance to low- and moderate-income individuals and households (LMC/LMH) who earn 80% of the
Area Median Income (AMI) or less. This assistance is provided citywide and is based on eligibility.

A description of the areas of low-income and minority concentration are located in the “Discussion”.

Geographic Distribution

Target Area Percentage of Funds
Edison-Eastlake Choice Neighborhoods 1
Citywide Low/Mod Eligible 1
Marcos de Niza-Grant Park Choice Neighborhoods 98
HOPWA EMSA 100
Table 8 - Geographic Distribution

Rationale for the priorities for allocating investments geographically

Funding is generally used throughout the City of Phoenix in low-income areas, however funding may be
prioritized for specific targeted areas, such as deteriorated and deteriorating areas for Code

Annual Action Plan 59
OMB Control No: 2506-0117 (exp. 09/30/2021)

Enforcement activities, or as leverage for other funding opportunities, such as the designated area in the
Phoenix Choice Neighborhoods Grant, a Neighborhood Revitalization Strategy Areas (NSRA). Less than
1% of the 2025 CDBG allocation will be expended in each of the Edison-Eastlake and Marcos de Niza-
Grant Park Choice Neighborhoods Target Areas.

Citywide Low/Mod Eligible

For Citywide Low/Mod Eligible, the City of Phoenix does not allocate funding based solely on geographic
areas. Most of the funding from the HUD Federal programs are available for use in any of the targeted
low/mod income neighborhoods or citywide, depending on the specific activities. Direct services such as
public services and affordable housing benefits are based on household income eligibility rather than
area benefit. Improvements to public facilities and infrastructure have a low/moderate income benefit
across a wider area, and the distribution of funds is based on need within eligible target areas. ESG
funds may target those experiencing homelessness or at risk of homelessness citywide. HOPWA funding
is available for individuals living with HIV/AIDS across the two-county HOPWA EMSA area, Maricopa and
Pinal Counties. The City of Phoenix will continue to allocate HOPWA resources to serve clients meeting
the program requirement of being at or below 80 percent of the Area Median Income who reside in the
EMSA. The funding that will be allocated to each HOPWA program will be dependent on the
demonstrated need, identified gaps in services and feedback from the community outreach.

In particular to CDBG, when planned activities are intended to serve individuals or households directly
(LMC/LMH), beneficiaries must meet income qualifications, as well as residency requirements (residing
within the City), in order to receive assistance from the program. In these instances, City staff and/or
one of its partner agencies will complete an eligibility status review of the applicant before the activity is
initiated.

The City has also identified infrastructure and public facility improvement activities. In which case, the
planned activities will serve a low/mod community or neighborhood (LMA). These activities are said to
have an “area-wide” benefit. Per HUD requirements, these areas must be within an eligible Low/Mod
Block Group Tract, as defined by HUD-CDBG regulations, whereby the majority of the residents are low-
to moderate-income (or 51%). Public improvements which target special need groups such as the
homeless, elderly or persons with a disability will be reported using the LMC designation.

To determine LMI tracts the City utilizes HUD’s CDBG Low Mod Income Summary Data (LMISD) from the
HUD Exchange website, which has defined the eligible block group tracts within the jurisdiction. The
tracts can be at: https://www.hudexchange.info/programs/acs-low-mod-summary-data/.




Discussion

Low-Income Households
Annual Action Plan 60
OMB Control No: 2506-0117 (exp. 09/30/2021)

Households earning less than 80% of the area median income (AMI) are considered low-income. To be
considered a tract with a concentration of low-income households, the tract's median household
income is less than 80% of the area’s median household income.

The City’s AMI is $77,041, and at 80% AMI, low income is estimated at $61,633. Based on this criteria,
the majority of tracts with a concentration of low-income households are scattered in and around the
downtown areas of the City. There are also a few tracts with a concentration just north of Pima
Freeway, and running north and south along Black Canyon Freeway.

Minority Concentrations:

For the purposes of this analysis, a concentration is any Census tract where the racial or ethnic minority
group makes up 10% more than the Citywide average. Data was taken from the most recent 2019-2023
ACS. Minority groups that made up less than 1% were not included in this analysis.

Black and African American, non-Hispanic persons comprise of an estimated 7.4% of the population in
Phoenix, and a tract with a concentration is 17.4% or more. The majority of tracts with a concentration
of this minority group is located in the southwest part of Phoenix.

American Indian and Alaska Native, non-Hispanic persons are 1.4% of the population, and a tract with a
concentration is 11.4% or more. There are four tracts with a concentration, with three located in the
downtown area (04013110600, 04013113000 & 04013113900), and one located centrally in the City
(04013103702) just south of East Thunderbird Rd and in between North 7th St. and North Cave Creek
Rd.

Asian, non-Hispanic persons make up an estimated 3.8% of the population in Phoenix, and a tract with a
concentration is 13.8% or more. The majority of tracts with a concentration of this minority group are
located in scattered tracts in the northern part of the City.

Finally, persons that are ethnically Hispanic make up 41.8% of the City's total population. This would
make a tract with a concentration 51.8% or more. The vast majority of tracts with a concentration of
Hispanic persons is located in the southwest part of the City, from the downtown area to the western
city limits.




Annual Action Plan 61
OMB Control No: 2506-0117 (exp. 09/30/2021)

Affordable Housing

AP-55 Affordable Housing – 91.220(g)
Introduction

The need for affordable housing in Phoenix for lower-income persons with a broad range of needs is
well documented. The City is planning to utilize HOME funds for rental housing development activities
to assist LMI households attain affordable housing and to avoid homelessness. Funds will also support
homeowner opportunities such as rehabilitation and downpayment assistance. As per HOME grant
regulations, the City has set aside 15% for CHDO development activities for eligible LMI households.
CDBG funds will support owner-occupied housing rehabilitation activities.

The annual goals listed in the AP-20 specify the following goals and outcomes for affordable housing
assistance for non-homeless populations. The terms for affordable housing are defined in 24 CFR 92.252
for rental housing and 24 CFR 92.254 for homeownership. This section only reports grant program
activities under the CDBG and HOME programs.

One Year Goals for the Number of Households to be Supported
Homeless 0
Non-Homeless 266
Special-Needs 153
Total 419
Table 9 - One Year Goals for Affordable Housing by Support Requirement


One Year Goals for the Number of Households Supported Through
Rental Assistance 0
The Production of New Units 418
Rehab of Existing Units 1
Acquisition of Existing Units 0
Total 419
Table 10 - One Year Goals for Affordable Housing by Support Type




Annual Action Plan 62
OMB Control No: 2506-0117 (exp. 09/30/2021)

Discussion

Rental units constructed: 412 Household Housing Unit

Rental units rehabilitated: 15 Household Housing Unit (Housing Dept/HOME = 0)

Homeowner Housing Rehabilitated (CDBG & HOME): 76 Household Housing Unit Created (75= CDBG
NSD /1 = HOME Housing Dept)

Direct Financial Assistance to Homebuyers (HOME): 6 Households Assisted (HOU Dept. )

Housing Dept Total = 419 (356 New rental const, 56 CHDO New rental const, 6 DPA, 1 Homeowner
Occupied Housing Rehab)




Annual Action Plan 63
OMB Control No: 2506-0117 (exp. 09/30/2021)

AP-60 Public Housing – 91.220(h)
Introduction

Unlike most areas in the country, Phoenix's Public Housing Authority (PHA) operates within the
governmental structure of the City of Phoenix (CoP) and is known as its Housing Department (HOU). The
majority of HOU's activities are similar to those of a traditional PHA. Currently, HOU administers 1023
traditional public housing units and 7,740 Housing Choice Vouchers (HCV). The Housing Department
Director reports to an executive in the City Manager’s Office who then reports to the City Manager. All
Housing Department employees, including those who provide public housing services, are hired in
accordance with the City's civil service rules and regulations.

Contracting and procurement by the HOU is also accomplished through the City's Administrative Rules.
Any federal considerations are incorporated into the contracting and procurement processes. Services
benefitting the Housing Department and its tenants that are funded by the City of Phoenix include
various recreation programs through the Parks and Recreation and Library departments and case
management services from the Human Services Department.

Any proposed development sites, which are selected in accordance with the relevant policies in the
Consolidated Plan, must be approved by the City Council before they are purchased. The City's Five-Year
and Annual Public Housing Authority (PHA) Plan is also approved by the City Council.

Actions planned during the next year to address the needs to public housing

For the 25-26 FY, COP HOU will submit an allocation plan to HUD for the Capital Fund Program formula
grant for $2,713,865. Funding will support the Rental Assistance Demonstration (RAD) conversions at
Aeroterra II and Aeroterra III. This is a HUD program that will convert Aeroterra II and Aeroterra III from
public housing to a Section 8 Project-Based property. This is a more sustainable funding source that is
long term and allows more flexible funding options when the property needs capital improvements in
the future.

In 2018, HOU was awarded a $30 million HUD CN Implementation Grant to revitalize the Edison-Eastlake
Community (EEC) located east of downtown Phoenix. In 2023, HOU was awarded a $10 million CN
Supplemental Grant, and in 2024, was awarded an additional $2.5 million in Supplemental Grant funds
to further support the development of replacement housing in conjunction with the EEC’s
Transformation Plan.

During Fiscal Year 2026-27, the following developments, as part of the third and fourth phases will be
underway and/or completed: Construction of Horizon on Villa, a 109- unit community that will include
the historic preservation of five historic buildings repurposed into a Family Resource Center,
commenced construction in December 2025. The fourth phase includes the demolition and
redevelopment of Sidney P. Osborn into a 364-unit apartment community named “Girasol”, to be

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developed in three phases. Construction of Girasol Phase One (115 units) commenced in February 2025
while construction on Phase II (109 units) began in May 2025. Girasol Phase III (140 units) is expected to
commence in late 2026 and will include the redevelopment of an existing on-site park. CN multi-family
redevelopment projects will include Section 8 project-based vouchers, LIHTC Credits and market-rate
units. All multi-family communities will incorporate public art to contribute to neighborhood
beautification/revitalization. Lastly, construction is anticipated to begin in early 2027 on the 44-unit
mixed-income homeownership townhome community: 29 will be affordable, 15 market-rate.

In 2024, the Housing Department was awarded a $500,000 Choice Neighborhoods Planning Grant to
begin a community planning effort with the residents of the Marcos de Niza public and affordable
housing community (AMP 22, 374 units, a mix of 281 Public Housing and 93 Section 8 PBV). This began
in calendar year 2024 and focuses on completing a community-driven Neighborhood Transformation
Plan to guide the revitalization of Marcos de Niza and the surrounding neighborhood. Local City of
Phoenix funding will be used for the effort along with Choice Neighborhoods funds and any other
sources that are available at the time. The transformation plan will form the basis for future
implementation efforts including an application for Choice Neighborhoods Implementation grant
funding.

Actions to encourage public housing residents to become more involved in management and
participate in homeownership

The City is increasing homeownership activities with the Section 32 Program that will assist
approximately 10 first-time homebuyers through the purchase of their first home. The Housing
Department has been approved to sell two hundred ninety-nine (299) homes from the City of Phoenix
public housing portfolio to low-income first-time homebuyers through the Section 32 Program. As part
of this program, families must maintain the home as their permanent residence for ten (10) years to
receive a forgivable down payment assistance loan equal to a 20% discount off the home’s appraised
value. The Housing Department is planning to sell fifty (50) homes during FY 2026-2027. During FY 2026-
2027, the Housing Department anticipates selling seven (7) homes through the Section 32 Program and
fifty (50) homes through the Section 18 Program.

The City’s Housing Department is dedicated to providing a variety of programs designed to empower
residents of public and assisted housing with economic opportunities and avenues for developing social
support. Current activities and initiatives include: The Family Self-Sufficiency (FSS) program offers long-
term case management services to assist low-income households living in subsidized housing. Its goal is
to help these households overcome barriers to self-sufficiency and achieve financial independence. FSS
participants can access educational training, job training, job coaching, life skills training, and facilitated
employment opportunities for up to seven years.

The Jobs Plus Program—locally known as iWORK (Improving Work Opportunities and Resident
Knowledge)—previously operated in partnership with City of Phoenix ARIZONA@WORK. Although the

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Jobs Plus grant has concluded, the iWORK team continues to provide employment-focused services at
the Marcos de Niza housing site as part of the Choice Neighborhoods planning grant.

The iWORK team remains committed to supporting residents through job-driven strategies that
strengthen earnings and improve employment outcomes. Services include work readiness training,
employer connections, job placement assistance, educational advancement opportunities, technology
skills development, and financial literacy education. Together, these activities help expand long-term
economic mobility and future homeownership prospects for public housing residents.

The ROSS Service Coordinator Program offers on-site service coordination at Aeroterra and Henson
Village Communities. These coordinators collaborate with the CSP to deliver case management and
facilitate access to resources, including financial education, college readiness programs, post-secondary
financial aid, digital literacy education, health and wellness initiatives, including food distributions, and
programs aimed at enhancing education and self-sufficiency.

The HIVE, powered by IDIA - Institute for Digital Inclusion Acceleration, located at both Aeroterra and
Community Training and Education Center (CTEC), is a pioneering institute dedicated to advancing
digital inclusion and bridging the digital divide. Through innovative programs, research, and strategic
partnerships, HIVE empowers underserved communities with access to technology, digital literacy, and
economic opportunities. The institute focuses on accelerating digital adoption by fostering education,
entrepreneurship, and workforce development in the digital economy. The Hive is outfitted with
computers, 3D printers, interactive sensory tools, and Digital Navigators who provide onsite digital skills
training. The goal of the space is to help close the digital divide and ensure access to tech support and
digital skill-building.

If the PHA is designated as troubled, describe the manner in which financial assistance will be
provided or other assistance

The PHA is not designated as troubled.

Discussion

The Housing Supportive Service (HSS) Program is committed to programs that promote economic
opportunity and social integration for residents of public/assisted housing. HSS’s Housing Coalition of
Service Providers (CSP) consists of over 100 partner agencies that provide or offer social services,
education, employment, health care, youth, and elderly care service providers to assist residents in
becoming self-sufficient and enhance their quality of life. These centers offer technology enrichment
resources for households that do not have personal access to a computer/internet such as open lab,
tutoring, and employment assistance.

The Family Self-Sufficiency (FSS) Program provides dedicated case management services that connect
families to resources that support economic mobility and long-term financial independence. Among all
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case closures in 2024 and 2025, the program achieved a 77% graduation rate, with 87 participants
successfully completing the program and 8 individuals achieving homeownership. Participant earned
income increased nearly threefold from enrollment to graduation, rising from approximately $1.4
million to $4.1 million. In addition, the program disbursed $1,153,949 in escrow funds to graduating
participants, reflecting the program’s continued impact on household financial stability.

The Permanent Supportive Housing (PSH) Youth Program provides intervention and prevention
services for the children in families living at Aeroterra’s PSH units. This includes individual case
management, counseling and afterschool programming with homework assistance, Science, Technology,
Engineering, Arts and Math (STEAM) activities, Kids Cafe meals and daily rotations to the HIVE
technology center. The program serves approximately 65 to 70 youth to ensure youth remain
successfully in school.

Phoenix Starfish Place converted to a Transitional Housing Model effective January 2024 to provide
more comprehensive services to the participants. The program serves fifteen households of women who
have been sexually trafficked, and their children. Two full-time case managers provide trauma informed
case management and support services on-site to resident households. The first three successful
participants will graduate in Winter/ Spring 2026.

The Senior Service Coordination Program provides Service Coordinators located onsite at each Senior
Housing facility to assist elderly and disabled residents in maintaining independent living. Coordinators
work with local community resources to provide medical and behavioral health care; wellness and
prevention services; meals/food boxes; counseling; transportation; nutrition; financial assistance; and
housekeeping services. Services are available for up to 612 Senior Participants at the various locations.

The iWORK (Improving Work Opportunities and Resident Knowledge) Center offers sustainability
services post-Jobs Plus grant, providing residents access to health, nutrition, education, youth
programming, financial literacy, and employment opportunities. ARIZONA@WORK delivers employment
services on-site weekly, while additional partnerships with local organizations offer personalized support
to enhance quality of life, job readiness services, self-sufficiency, technology skills, and financial literacy.
Marcos de Niza is a Choice Neighborhoods Planning Grant site, engaging residents in the process.

The 2017/18 Choice Neighborhoods People component delivers comprehensive case management and
coordinated services to support families in the Edison Eastlake community. This initiative is dedicated to
enhancing residents' quality of life by improving economic stability, employment opportunities, health
outcomes, and educational success. Serving families, individuals and youth, over 557 families have been
provided services.




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AP-65 Homeless and Other Special Needs Activities – 91.220(i)
Introduction

The City of Phoenix is actively involved in local and regional planning efforts aimed at reducing and
ultimately ending homelessness. This is achieved through collaborations and partnerships with both
internal and external organizations from various sectors.

Internally, multiple City departments—including Housing, Human Services, Neighborhood Services,
Police, Fire, Parks and Recreation, Library, and Court—work together to coordinate services and
maximize resources. On a regional level, the City participates in the Continuum of Care coordinated by
the Maricopa Association of Governments and collaborates with numerous external organizations,
including state and county governments, private and non-profit organizations, and the faith community,
to create a collective impact. Services and support to combat homelessness are provided directly by City
staff and through contracts with sub-recipient organizations.

Describe the jurisdictions one-year goals and actions for reducing and ending homelessness
including

Reaching out to homeless persons (especially unsheltered persons) and assessing their
individual needs

The City of Phoenix established the Office of Homeless Solutions (OHS) in 2022 to enhance and
implement initiatives related to homelessness within the city. OHS operates under the City Manager’s
Office and demonstrates the City’s commitment to increasing transparency and direct outreach to the
community. OHS is the largest funder of street outreach in the region. The office includes 16 positions
focused on community-facing activities, such as outreach caseworkers, PHX C.A.R.E.S. workers, and
Homeless Liaisons. Additionally, OHS provides funding to partners for rapid rehousing, temporary
emergency shelter, shelter operations, navigation services, and behavioral health support. OHS is
dedicated to assisting individuals experiencing homelessness and is committed to ending homelessness
through a comprehensive regional approach. This includes providing shelter and heat relief, outreach,
supportive and behavioral health services, homelessness prevention, and housing solutions. The office
has primarily focused on creating new indoor shelter beds through significant capital investments and
offering heat relief during the hot summer months.

The City has restructured its services and outreach efforts to make them more effective and to reduce
barriers that prevent people from accepting assistance, which is a major reason why individuals are now
more willing to seek help. The City now offers shelters that allow pets, spaces where couples can stay
together, and storage options so that individuals can keep their belongings when entering a shelter.

Additionally, City staff provides direct outreach and engagement services through an innovative
partnership called Phoenix C.A.R.E.S. This initiative brings together the Office of Homeless Solutions,

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Police, Neighborhood Services, Street Transportation, Parks and Recreation and Public Works
departments to address the increasing number of homeless encampments throughout the city. This
collaborative team, in partnership with community-based crisis intervention and outreach providers,
works together to eliminate homeless encampments and reconnect individuals to housing and services
through a combination of support, enforcement, and abatement strategies.

Finally, the City collaborates with the Maricopa County Outreach Collaborative to develop and
implement regional best practices for street outreach services. This partnership also coordinates
outreach activities and initiatives across the region.

Addressing the emergency shelter and transitional housing needs of homeless persons

The City is committed to supporting emergency shelter services for individuals and families through
various contracts with non-profit providers. These include Saint Vincent de Paul (for single adults),
United Methodist Outreach Ministries (for single women and families), and Chicanos Por La Causa (for
families). Funding for these services comes from Emergency Solutions Grant (ESG) and Community
Development Block Grant (CDBG) funds. Additionally, the City is using General Funds and American
Rescue Plan Act funds to support new City-owned shelter projects in the area. These projects will
provide accommodations for seniors, single adults, and family units.

The City remains dedicated to ensuring that vulnerable residents stay stably housed once they secure
housing. HUD launched the Emergency Housing Voucher (EHV) program in July 2021 to assist individuals
and families who were homeless, at risk of homelessness, fleeing domestic violence or human
trafficking, or recently homeless and in need of rental assistance.

Originally expected to be funded through September 2030, HUD later announced that EHV funding
would end by 2026. In response, and following HUD guidance and an approved waiver, the City
successfully transitioned all Phoenix EHV households into the Housing Choice Voucher program effective
November 1, 2025. This proactive step ensured that every family retained housing assistance and
avoided instability.

Helping homeless persons (especially chronically homeless individuals and families, families
with children, veterans and their families, and unaccompanied youth) make the transition to
permanent housing and independent living, including shortening the period of time that
individuals and families experience homelessness, facilitating access for homeless individuals
and families to affordable housing units, and preventing individuals and families who were
recently homeless from becoming homeless again

The City of Phoenix has been focused on increasing the number of available shelter beds in the region
while also providing homelessness prevention services, street outreach, and rapid re-housing programs.
Additionally, the city is emphasizing the impact of innovative collaborations and partnerships aimed at

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achieving regional results. By working with the Continuum of Care, the region is aligning contracted
services for Emergency Shelter, Outreach, and Rapid Re-Housing through the ESG Collaborative. This
alignment will enhance regional reporting and enable service providers to use consistent
measurements, ensuring that they report the same outcomes regardless of the funding source.
Ultimately, this will allow for the ability to "right size" interventions and ensure that resources are
allocated where they are needed most.

The Maricopa County region has established a Coordinated Entry System aimed at prioritizing resources
for the most vulnerable individuals and reducing the length of time spent in homelessness. This system
includes five primary points of entry: 1. The Family Hub, dedicated to families with children. 2. The
Welcome Center, serving single men and women. 3. Centralized Screening for victims of domestic
violence. 4. An entry point for unaccompanied youth. 5. A specific entry point for US military veterans.

The City of Phoenix's Human Services and Housing Departments have collaborated to provide
permanent supportive housing for 33 chronically homeless individuals and families, with a preference
for veterans, at a new public housing site called Aeroterra. Previously known as Luke Krohn, Aeroterra is
a unique, affordable master-planned housing development that accommodates individuals and families
from mixed income levels, including seniors. The 33 chronically homeless individuals and families are
identified and referred through the regional Coordinated Entry System established by the Maricopa
Association of Governments Regional Continuum of Care. In addition to offering permanent supportive
housing, Aeroterra provides on-site intensive case management services to the households to ensure
that these individuals and families receive the necessary support and resources to successfully transition
from homelessness to stable and thriving homes and that the youth remain successfully in school.

In 2023, the Housing Department invested HOME-ARP funds to expand noncongregate shelter capacity,
including $2 million to create 20 new units at UMOM, which opened in 2024 and has served more than
309 individuals. In 2025, the department awarded $8 million to the Salvation Army to develop a new 12-
unit facility with beds for up to 60 individuals, increasing capacity for an additional 36 families and
serving an estimated 173 people annually for 10 years. Additionally, $2.3 million was awarded to Tanner
Community Development Corporation (TCDC) and $3.4 million to Housing for Hope to create permanent
supportive housing. Respectively, these investments will deliver 37 new tiny homes for veterans at
TCDC's Tanner Thomas Village and 11-units at St. Catherine Manor for qualifying HOME-ARP and low-
income senior households, each with a minimum 15-year affordability period.

The City has also increased affordable units by overcoming barriers that limited the City from certain
acquisition opportunities through the creation of the Phoenix Residential Investment Development
Effort (PRIDE) Board, a 501c3 nonprofit agency. PRIDE was created by the City to pursue development or
acquisition opportunities to increase the supply of affordable housing for low- and moderate income
families. As a non-profit entity, PRIDE is able to access various funding sources not directly available to
the City or to acquire/construct single and multi-family housing.


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Helping low-income individuals and families avoid becoming homeless, especially extremely
low-income individuals and families and those who are: being discharged from publicly
funded institutions and systems of care (such as health care facilities, mental health facilities,
foster care and other youth facilities, and corrections programs and institutions); or, receiving
assistance from public or private agencies that address housing, health, social services,
employment, education, or youth needs.

The Human Services Department addresses emergency housing and service needs through a variety of
programs and services. Three Phoenix Family Services Centers operate year-round, offering case
management, navigation, and financial assistance to clients by utilizing a diverse range of funding
resources. Through this direct service system, staff at the Family Services Centers help clients prevent
eviction and foreclosure, as well as assist families in moving to more affordable or suitable living
environments by covering move-in deposits and providing rental and utility assistance. Additionally, the
department collaborates closely with organizations that offer behavioral health and detox services for
individuals and families in crisis.

Discussion

The focus of the 2026-27 year for the City of Phoenix is to increase the number of shelter beds available
in the region, provide homelessness prevention, street outreach, and provide rapid re-housing
programs. In addition, the City of Phoenix is the impact of innovative collaboration and partnerships
focused on regional impact. Through work with the Continuum of Care, the region is aligning contracted
services for Emergency Shelter, Outreach and Rapid Re-Housing through the ESG Collaborative. This
alignment will improve regional reporting and will enable providers to utilize consistent measurements
and report the same outcomes regardless of the funding source. This alignment will ultimately lead to
the ability to “right size” interventions and ensure resources are utilized where they are needed most.

During fiscal year 2026-27, the Housing Department will implement the following:

By October 1, 2026, or HUD extension date, Housing Quality Standards (HQS) will be replaced with
National Standards for the Physical Inspection of Real Estate (NSPIRE) for the housing choice and
project-based voucher programs.

The Housing Department HCV program will comply with all Housing Opportunity through Modernization
Act (HOTMA) requirements pending HUD’s anticipated compliance date during fiscal year 2026-
2027. Currently, HUD does not have a secure systems software program ready and is also still working
with the software vendors for HOTMA implementation.

Program highlights and success during fiscal year 2025-26 were as follows:

In July 2025, the Housing Department was notified of an award of 100 additional vouchers for Veterans

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through HUD’s 2024 Registration of Interest. The successful award of Veterans Affairs Supportive
Housing (VASH) vouchers increased Phoenix’s allocation to 1,003 vouchers, the first VASH increase since
2016. This achievement reflects the success of the VASH Efficiencies Strategic Plan, which, in
partnership with the Department of Veterans Affairs (VA), enhanced leasing processes and improved
retention rates. As a result, Veteran exits from the program have decreased by nearly two-thirds,
allowing more Veterans to remain stably housed through a faster, more responsive, and Veteran-
centered approach.

Effective November 2025, the Housing Department successfully transitioned all Phoenix Emergency
Housing Voucher (EHV) households into the Housing Choice Voucher (HCV) program. HUD originally
launched the EHV program in 2021 to support individuals and families experiencing or at risk of
homelessness, fleeing domestic violence or human trafficking, or recently homeless. Although the
program was expected to be funded through 2030, HUD later announced that funding would end by
2026. Following HUD guidance and with an approved waiver, the City took proactive steps to transition
every EHV family to the HCV program, ensuring they retained rental assistance and avoided any
disruption in housing stability.

To modernize how utility allowance payments are issued to participants, the Housing Department’s HCV
program transitioned more than 2,200 households to U.S. Bank reloadable debit cards. These cards
allow families to receive their monthly utility allowance directly and use the funds to pay their utility
bills. This replaced roughly 1,850 manual checks each month, eliminated stale checks, reduced
reprocessing time, and made payments far more convenient, especially for participants without bank
accounts.




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AP-70 HOPWA Goals– 91.220 (l)(3)
One year goals for the number of households to be provided housing through the use of HOPWA for:

Short-term rent, mortgage, and utility assistance to prevent homelessness of the individual or
family 60
Tenant-based rental assistance 165
Units provided in permanent housing facilities developed, leased, or operated with HOPWA funds 25
Units provided in transitional short-term housing facilities developed, leased, or operated with
HOPWA funds 120
Total 370




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AP-75 Barriers to affordable housing – 91.220(j)
Introduction:

Public policies at the local, regional, and state levels have unintentionally created barriers to affordable
housing development and residential investment in Phoenix, Arizona. The following highlights key areas
where such policies have negatively impacted housing affordability:

• Insufficient Funding and Incentives: State-level policies in Arizona limit funding mechanisms for
affordable housing initiatives. For example, while local governments are allowed to charge
impact fees, these funds cannot legally be used for affordable housing purposes. This restriction,
highlighted by the Morrison Institute, reduces the financial resources available for creating
affordable housing, forcing Phoenix to rely on limited federal programs to fill the gap.
• Community Opposition (NIMBYism): Community resistance to affordable housing, known as
NIMBYism, often delays or prevents developments in Phoenix. This resistance is frequently
based on misconceptions that affordable housing will negatively impact property values or
neighborhood character. Reports from The State Press indicate that this opposition influences
local decision-making, creating additional challenges for securing approvals for affordable
housing projects.
• Preemption of Local Authority: Arizona’s state preemption laws prevent cities like Phoenix from
implementing rent control or other housing policies to address affordability issues locally. As
reported by AZ Mirror, this restriction limits Phoenix’s ability to adopt tailored solutions to its
housing affordability crisis, leaving the city reliant on state-led initiatives that may not
adequately address local needs.
• Gentrification and Displacement: Urban revitalization efforts in Phoenix, while intended to
promote economic growth, often lead to increased property values and the displacement of
low-income residents. According to the Phoenix New Times, without proper safeguards such as
rent protections or affordable housing requirements, these policies disproportionately harm
vulnerable populations, exacerbating housing affordability challenges.

Addressing these challenges requires strategic policy reforms, such as revising zoning and funding
mechanisms, enhancing local authority to implement housing solutions, and implementing safeguards
against displacement.

Continued from narrative above Actions planned:

Development of affordable housing requires additional subsidies to ensure long-term affordability. This
can be achieved through grants, loans, and tax programs or can be achieved through a reduction of
other costs associated with development or operating affordable housing such as pre-development
design costs and permitting fees. There are continual efforts to discover alternative funding sources to
help aid in the reduction of planning and permitting fees, along with plans to increase public support for

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and developer interest in affordable housing. In November 2024, the Housing Department was awarded
a Technical Assistance Grant to assist in continuing a targeted education campaign to provide residents
and developers with essential information on affordable housing in Phoenix. This will be an ongoing
effort throughout 2025.

Actions it planned to remove or ameliorate the negative effects of public policies that serve
as barriers to affordable housing such as land use controls, tax policies affecting land, zoning
ordinances, building codes, fees and charges, growth limitations, and policies affecting the
return on residential investment

The City may undertake any of the following actions to help foster the removal of barriers for affordable
housing production. Actions to implement the strategies may vary during this reporting year:

• Ongoing availability of down payment and closing costs assistance for 1st time homebuyers at or
below 80% area median income.
• Ensure housing needs of special needs populations are met by setting aside funding for
specialized projects
• Competition for Low-income Housing Tax Credits (LIHTC) for the purpose of replacing aging
public housing units with new, energy efficient units
• Acquisition of properties by the City through its non-profit organization, Phoenix Residential
Investment Development Effort (PRIDE)
• Inclusion of a refinancing option using HOME funds for non-profit developers/owners of
affordable housing who include major rehabilitation to the property
• Willingness to provide loan modifications for City loans when cash flow problems are not caused
by poor financial or property management
• Provide HOME and CDBG funds for aging properties with rent restricted units which need major
rehabilitation
• Participation in Choice Neighborhoods Program by which public housing units can be increased
and replaced with updated units
• Utilize the RAD program to redevelop Public Housing units
• Identification of underutilized Public Land for housing redeveloped by non-profit and for-profit
developers
• Project-based Section 8 Housing Choice Vouchers and public housing units
• Utilization of VASH Vouchers

The implementation of the nine policy initiatives included in the Housing Phoenix Plan will establish
zoning incentives for affordable housing developers, create allowances for accessory dwelling units,
increase resources (such as grants and loans for affordable housing developers), streamline processes,
and continue to implement an education campaign to help communicate the importance of housing in
our community.

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Updating zoning regulations will make it easier and cheaper to build or preserve a variety of housing
options while preserving the character of the neighborhood. The Accessory Dwelling Units (ADU) text
amendment (TA) was approved by City Council on September 6, 2023, to help increase the overall
supply of housing as well as offer an additional housing option within a neighborhood, and updates have
been approved to address state statute changes. The Walkable Urban Code (WU) text amendment was
approved by City Council on February 2, 2022, to create the opportunity for more flexible infill
development and adaptive reuse without requiring the property owner to complete the rezoning
process. Two out of the three Mobile Home text amendments proposed were approved by City Council
on June 28, 2023, to aid in affordable housing choices. The first text amendment added definitions for
the different mobile home models and revised the ordinance to outline offsite manufactured home
developments while the second text amendment allows existing mobile home developments to expand
the number of units through an administrative review. A multifamily parking text amendment was
approved by Council on January 24, 2024, which decreased the minimum number of required parking
spots per unit, to eliminate possible barriers to housing development. Additional text amendments are
being evaluated to help facilitate more housing options in the city such as the Affordable Housing
Framework text amendment that was initiated by the Planning Commission.

For the 26-27 Fiscal Year, Aeroterra II and Aeroterra III will continue to pursue conversion through the
RAD Program without any rehabilitation. This will convert the properties subsidy from Public Housing to
Project-Based Section 8 which is a more sustainable long term funding source and provides more
flexibility for future capital improvements.

Discussion:

The Open Doors Down Payment Assistance (DPA) is a City-wide program targeting first-time
homebuyers. Eligible families receive direct subsidy of down payment and/or closing costs assistance
through a zero percent interest forgivable loan. The home must be used as their primary residence
during the period of affordability. The Housing Department has contracted with HUD approved Housing
Counseling Agencies (HCA) to administer the program and assist families through the close of
escrow. Housing Department received approval from HUD to utilize a waiver on the Maximum Purchase
Price for the DPA Program. The Housing Department is currently utilizing this waiver.

Redevelopment of the former Sidney P. Osborn site, now known as Girasol, egan in FY 2024-25 as Phase
One (115 units) commenced design in February 2025. During 2026-2027, the following developments, as
part of the third and fourth phases will be underway: Demolition of the former A.l. Krohn (ALK) site was
completed to make way for Horizon on Villa, a 109-unit mixed-income community. Construction on
Horizon on Villa began in December 2025. The fourth phase includes the demolition and redevelopment
of the former Sidney P. Osborn site into a 364-unit apartment community, now known as Girasol, to be
developed in three phases: Phase One construction of 115-units, began in February 2025. Construction
on Phase II, to include 109 units began in May 2025, and Phase III with 140 units is expected to
commence in late 2026. The CN multi- family redevelopment projects will include Section 8 project-
based vouchers, Low Income Housing Tax Credits and market-rate units. Lastly, construction of the 44-
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unit mixed-income homeownership townhome community (29 affordable and 15 market-rate) is
anticipated to begin in the first quarter of 2027. Neighborhood: Planned improvements include new and
expanded parks featuring shade and modern family-friendly amenities. Construction of the Edison Park
Expansion and new Linear Park projects commenced in February 2026, while the redevelopment of Kana
Park as part of the SPO/Girasol Phase Three housing community is expected to begin in early 2027.
Other neighborhood improvements include open space; bike lanes, pedestrian safety upgrades;
beautification; public art; Wi-Fi; and digital literacy. In addition, targeted demolition of the former
Crippled Children’s Hospital into the Edison Impact Hub (to be renamed “Thash Mahd”) started in
October 2023. The rehabilitation of the property began in March 2025 and is anticipated to be
completed in July 2026. Thash Mahd will house a behavioral and health clinic, community kitchen,
workforce development center, digital literacy lab, office space, and classrooms/meeting rooms. People:
Supportive services that are being offered include case management; relocation assistance;
workforce/employment; healthy living and educational needs; youth services; and resident and
community engagement. The Aeroterra Community Center, located within the EEC, was the first HUD-
approved EnVision Center in Arizona, where public-private and nonprofit partners provide services
designed to assist residents in achieving self-sufficiency.




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AP-85 Other Actions – 91.220(k)
Introduction:

This section outlines how the City of Phoenix is addressing the needs of the community through
additional actions not previously described in the Annual Action Plan. The actions and activities
described here enhance the programmatic response to support those who are identified as
underserved.

Actions planned to address obstacles to meeting underserved needs

The City of Phoenix Housing Department is facing a great challenge in serving families at 0% to 50% of
median income. The City‘s wait lists for all its assisted housing properties – public housing, senior
housing, affordable housing and the Housing Choice Voucher program – have many more families than
can be served in a reasonable length of time. Currently there are over 133,000 households on the
waitlist.

According to the 2025 “State of Housing in Arizona” report out of the Morrison Institute in partnership
with ASU, the typical value of a home increased by 62% from 2019 to 2024, to $428,156. “High
mortgage interest rates also may have prompted a slowdown in home purchases; mortgage rates in
December 2024 were the highest since 2010. From 2020 to 2024, the national average mortgage rate
climbed from a low of 2.67% to 6.85%.”

Arizona’s population growth has outpaced the growth of all types of housing. Since 2010, the population
has grown by 25% but housing units have increased by only 14%.

Since 2010, a renters' monthly housing costs (including estimated utilities) have consistently outpaced
their income where rent has increased 36% while income has increased 27%.. In 2024, minimum wage
workers earning $14.35 per hour would need to work 119 hours per week or have 2 and a half full-time
jobs to afford a 2-bedroom home with rent of $1,700 per month. In 2024, more than half of all renters
were cost-burdened, the highest percentage of cost burden since 2010.

As of 2023, it was estimated that Arizona had a deficit of 138,227 affordable and available rental units
for extremely low-income households and a deficit of 198,422 affordable and available rental units for
low income households.

The City’s housing affordability issue is well documented and is highlighted in the Needs Assessment
(NA) of the 2025-2029 Consolidated Plan. The NA identified that cost burden is the most significant
housing problem in the City, defined as households paying at least 30% of their income towards housing
costs. Approximately 22% of homeowners with a mortgage and 54% of renters are considered cost
burdened.

The availability of affordable housing for very-low-income individuals on minimum wage or living on SSI
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payments is quickly diminishing. This unavailability of affordable housing at the very-low-income level
can only exacerbate the problem of homelessness.

To enhance the delivery system and address any service gaps, the City will promote private participation
through nonprofit organizations and seek additional funding sources. Furthermore, the City will
continue to establish partnerships with other government agencies and municipalities that are
confronting these regional challenges.

The availability of affordable housing for very-low-income individuals on minimum wage or living on SSI
payments is quickly diminishing. This unavailability of affordable housing at the very-low-income level
can only exacerbate the problem of homelessness.

To enhance the delivery system and address any service gaps, the City will promote private participation
through nonprofit organizations and seek additional funding sources. Furthermore, the City will
continue to establish partnerships with other government agencies and municipalities that are
confronting these regional challenges.

Actions planned to foster and maintain affordable housing

The City utilizes HOME and CDBG funds for the acquisition, construction, and rehabilitation of affordable
rental housing units. Each year, a public Call for Interest is issued to encourage the affordable housing
development community to apply for funding. Additionally, the City collaborates with the Phoenix
Industrial Development Authority, which offers tax-exempt bond funding, as well as the Arizona
Department of Housing, which provides Low-Income Housing Tax Credits to help create affordable
housing opportunities in Phoenix.

Affordable Housing program goals include: Preservation of Housing Department (HD) investments &
continued affordability; improvement of distressed/foreclosed properties; creation and expansion of
long-term affordability; investment in location-critical properties, such as those near employment and
transportation centers as well as in areas lacking affordable rental units; leveraging federal funding with
private equity and investment.

The HD administers a down payment assistance program for first-time homebuyers. Eligible families
receive down payment assistance in the form of a zero-interest due on sale loan as long as the home
remains the family’s principal residence during the affordability period. The City also funds
homeownership programs that: construct new homes in neighborhoods undergoing revitalization;
utilize mortgage financing to lower interest rates and increase overall community participation in
developing homeownership opportunities.

Phoenix City Council unanimously approved the first-ever housing policy plan, the Housing Phoenix Plan,
in 2020. As one of the fastest growing cities in the nation, this initiative works to address our many
housing needs and recommends solution-oriented policies to create a better Phoenix. The HPP
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documents the findings of the city's Affordable Housing Initiative, which launched in 2019 with the goal
of completing a housing needs assessment and establishing policy recommendations to address the
city's current housing challenge.

Through extensive research and community outreach, the plan identifies the community's housing
needs, documents the housing gap, compiled nationwide best practices and recommended the
following nine policy initiatives to reach the goal of creating a stronger and more vibrant Phoenix
through increased housing options:

1. Prioritize New Housing in Areas of Opportunity
2. Amend Current Zoning Ordinance to Facilitate More Housing Options (Affordable Housing Developer
Incentives, Accessory Dwelling Unit Allowances, Expand the Walkable Urban Code)
3. Redevelop City-Owned Land with Mixed Income Housing (City Council approved parcel list)
4. Enhance Public-Private Partnerships and Increase Public, Private, and Philanthropic Financing
5. Building Innovations and Cost Saving Practices (Assigned Review Teams with the Planning and
Development Department, Affordable Housing Advocacy, Infrastructure Fund for Affordable Housing
Developers, Continuing Ongoing Research into cost-saving practices)
6. Increase Affordable Housing Developer Representation (Boards, Commissions and Committees such
as Planning Commission and Village Planning Committee)
7. Expand Efforts to Preserve Existing Housing Stock (Strategic Acquisitions, Community Land Trust,
Expand Landlord Incentive Program, Expand Rental Rehabilitation Program).
8. Support Affordable Housing Legislation
9. Education Campaign

Actions planned to reduce lead-based paint hazards


The reduction of Lead-Based Paint (LBP) hazards remains a top priority in Phoenix. Housing
rehabilitation programs funded by HUD assist homeowners and landlords in protecting children and
their families from the dangers of lead-based paint and other health and safety hazards in the home.
Initially, EPA-certified LBP inspectors conduct inspections and assessments to identify lead hazards in
properties built before January 1, 1978. If lead hazards are found, EPA-certified lead abatement
contractors are brought in to perform remediation and abatement while residents are temporarily
relocated until the unit passes the required clearance. Additionally, EPA-certified housing rehabilitation
specialists prepare scopes of work and monitor all the work performed. Lead-safe housing units are
listed on a publicly accessible rental registry website.

The City implements a two-tiered educational program in collaboration with its partners. This program is
designed for parents of high-risk children and leaders in communities at elevated risk for lead poisoning.
Additionally, it includes professional education for physicians, nurses, housing staff, teachers, landlords,
and other key individuals. The goal is to reduce children's exposure to lead hazards by promoting

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interventions that parents can carry out and encouraging the safe maintenance of lead paint in older
homes.

The City works together with County and State health service departments to provide education for
parents and caregivers of children with elevated blood lead levels. For children identified with moderate
to severe blood lead levels, a comprehensive environmental investigation is conducted. Additionally,
data is shared with the City, including blood lead level results, sources of unusual lead exposure, and
areas with high rates of lead poisoning. These collaborations aim to promote policies and programs that
will reduce lead exposure and completely eliminate environmental lead hazards in Arizona.

Actions planned to reduce the number of poverty-level families

The City of Phoenix Human Services Department’s Volunteer Income Tax Assistance (VITA) Program is
dedicated to helping low-to-moderate income households by providing free tax preparation services,
including assistance with filing for the Earned Income Tax Credit (EITC). EITC is recognized as one of the
largest and most effective anti-poverty programs in the nation. The tax refunds generated not only offer
financial relief to recipients but also provide economic benefits to the entire community. Additionally,
our volunteers offer financial education related to the income tax filing process, aiming to raise
awareness and understanding of tax preparation.

The Human Services Department’s Family Services Centers provide a variety of social services to low-
income households facing crises. These services are offered through three centers located throughout
the city. Each center assists Phoenix residents with urgent needs, including utility support, eviction
prevention, rent or mortgage payments, and move-in costs. Additionally, caseworkers offer guidance in
employment, budgeting, and social and life skills development through case management. These
services help families and individuals identify and overcome current barriers, ultimately leading them
toward self- sufficiency.

The City of Phoenix will provide Rapid Re-housing Services to those clients who meet the Category 1
definition of Homeless by targeting chronically homeless, as well as other homeless individuals and
families.

Actions planned to develop institutional structure

The City of Phoenix works closely with its public nonprofit and private partners in order to develop
institutional structure. The opportunities described below will be explored to further develop the
institutional structure:

• Explore alternative funding sources to tackle priorities set out in the Consolidated Plan.
• Deliver focused technical assistance to encourage affordable housing for lower income persons
in addition to special needs and homeless persons as well as priority community development
needs.
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• Continue to foster the participation of an increasing number of private and non-profit entities to
deliver affordable and special needs housing. Increase and fortify partnerships with the
development community to focus and innovatively attend to affordable housing needs and
issues.
• Utilize public funds with other private, non-profit, foundation and other alternative sources to
stimulate affordable housing, homeless and special needs housing production as well as
neighborhood revitalization and stabilization.
• Work cooperatively on homeless and supportive housing issues through the 'continuum of care'
process.
• Pursue local sources of financing for priority affordable and special needs housing production,
neighborhood preservation and community development.

Actions planned to enhance coordination between public and private housing and social
service agencies

The City’s Housing Department conducts regular public forums to receive input from private and
nonprofit housing developers. A List-Serve has been established to communicate with the housing
community any updates, regulatory changes, available funding for housing development and public
meetings related to housing development or services. Housing Supportive Services (HSS) has established
a Housing Coalition of Service Providers, which consists of education, employment, health care, youth,
and elderly care service providers to help connect low-income residents to services and resources. This
Coalition has grown to over 100 different programs and agencies. A subcommittee of this Coalition is
the Early Childhood Action Team (ECAT) comprised of agencies serving children ages 0-5 and elementary
school aged children. Quarterly meetings are held with each group’s members.

The method for selecting HOPWA Project Sponsors is to conduct an open, competitive Request for
Proposal (RFP) process. This includes providing full access to community-based nonprofit organizations
and public agencies providing HID/AIDS services. Prior to the issuance of a RFP, community outreach,
meetings and communication through email occurs to ensure community organizations are aware of the
upcoming RFP and to receive feedback on current services and/or gaps in services.

Discussion:

Foster and Maintain Affordable Housing:

A central element of the Housing Phoenix Plan was a goal to create or preserve 50,000 housing units by
2030, which the City reached at the end of 2024 – five years ahead of its goal. Throughout 2025, the City
has continued to track units and implement the nine initiatives included within the Plan. As of December
2025, more than 64,000 housing units have been created or preserved. Progress reports will be provided
quarterly at the following website: https://www.phoenix.gov/housing/plan.

For years, the City has prioritized increasing the supply of housing for all income levels and family sizes
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to create a stronger and more vibrant city. The initiatives helped to accelerate action to address the
City’s housing needs and aimed at ensuring housing is affordable and attainable. Of the more than
64,000 units created or preserved to date, almost 12,000 (20.1%) are considered affordable units, and
about 16,000 (25.0%) are considered workforce units, resulting in nearly half of all new or preserved
homes in the city geared toward households earning 120% or less of the area median income. Housing
affordability is a complex issue impacting cities across the country, and influenced by many factors
outside of cities’ control, including population growth, the pace of housing construction, mortgage rates,
costs of labor and materials, supply chain, and the proliferation of investor-owned short-term rentals.




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Program Specific Requirements
AP-90 Program Specific Requirements – 91.220(l)(1,2,4)
Introduction:

This section provides program specific requirements for the CDBG, HOME, ESG and HOPWA programs.

Community Development Block Grant Program (CDBG)
Reference 24 CFR 91.220(l)(1)
Projects planned with all CDBG funds expected to be available during the year are identified in the
Projects Table. The following identifies program income that is available for use that is included in
projects to be carried out.


1. The total amount of program income that will have been received before the start of the next
program year and that has not yet been reprogrammed 0
2. The amount of proceeds from section 108 loan guarantees that will be used during the year to
address the priority needs and specific objectives identified in the grantee's strategic plan. 0
3. The amount of surplus funds from urban renewal settlements 0
4. The amount of any grant funds returned to the line of credit for which the planned use has not
been included in a prior statement or plan 0
5. The amount of income from float-funded activities 0
Total Program Income: 0

Other CDBG Requirements

1. The amount of urgent need activities 0

2. The estimated percentage of CDBG funds that will be used for activities that benefit
persons of low and moderate income.Overall Benefit - A consecutive period of one,
two or three years may be used to determine that a minimum overall benefit of 70%
of CDBG funds is used to benefit persons of low and moderate income. Specify the
years covered that include this Annual Action Plan. 70.00%




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HOME Investment Partnership Program (HOME)
Reference 24 CFR 91.220(l)(2)
1. A description of other forms of investment being used beyond those identified in Section 92.205 is
as follows:

Not Applicable.


2. A description of the guidelines that will be used for resale or recapture of HOME funds when used
for homebuyer activities as required in 92.254, is as follows:

The City conducts homebuyer activities solely through its Open Doors Down Payment Assistance
Program. This program provides direct subsidies to low-income households in the form of a
forgivable loan used for down payments and closing costs. The City utilizes a recapture method for
this program through a forgivable loan which offers a pro rata reduction of the loan balance during
the period of affordability. As long as the borrower is able to own, occupy and use the property as
their principal residence, the loan balance is partially forgiven over time until it is fully released at
the end of the period of affordability. These requirements as well as the forgiveness schedule are
stated in the down payment assistance loan documents and secured through a recorded deed of
trust on the property as well as a recorded affordability covenant running with the land. Period of
affordability is as follows:

1. 5-year period of affordability for loan amounts up to $25,000
2. 10-year period of affordability for loan amounts of $25,001 to $50,000
3. 15-year period of affordability for loan amounts over $50,000.

The following forgiveness schedule is used for this program:

4. Loans of $25,000 or less - 25% of the loan is forgiven each year beginning on the second
anniversary/year of the recording of the Deed of Trust
5. Loans $25,001 to $50,000 - 20% of the loan is forgiven annually beginning on the sixth
anniversary/year of the recording of the Deed of Trust
6. Loan amounts over $50,000 - 10% of the loan is forgiven annually beginning on the sixth
anniversary/year of the recording of the Deed of Trust.

If, during the period of affordability, the borrower ceases to own, occupy and use the property as
their principal residence, the City will recapture either all or a portion of the original loan amount. If
the borrower voluntarily or involuntarily transfers their interest in the property (e.g., the property is
sold or foreclosed upon), the City will recapture the loan amount less any forgiveness in accordance
with the loan agreement. These funds will be recaptured from available net proceeds. Net proceeds
are defined as the sales price minus superior loan repayment (other than HOME funds) and any
closing costs. If the borrower continues to own the property but ceases to occupy and use the

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property asthe borrower’s principal residence (e.g., the property is rented or vacant), the borrower
will pay an immediate recapture amount of the full original loan balance.


3. A description of the guidelines for resale or recapture that ensures the affordability of units acquired
with HOME funds? See 24 CFR 92.254(a)(4) are as follows:

The HOME multifamily program ensures affordability by placing a land use restriction on the
property/land that is recorded with the Maricopa County Recorder's Office. This restriction assists in
securing the affordable HOME units for the required affordability period.


4. Plans for using HOME funds to refinance existing debt secured by multifamily housing that is
rehabilitated with HOME funds along with a description of the refinancing guidelines required that
will be used under 24 CFR 92.206(b), are as follows:

The Housing Department may consider a citywide refinancing program, as an investment strategy
for acquisition and/or rehabilitation of affordable rental projects sponsored by nonprofit housing
developers with a minimum HOME investment of $1,000 per unit. All rehabilitated units must be
located within Phoenix City Limits and meet the City of Phoenix Minimum Property Standards.
Priority will be given to projects already supported by City funds. While refinancing may be an
eligible activity in the preservation of affordable rental housing, it will not be eligible as the primary
purpose of the Department’s refinancing investment strategy. “Taking out” or “cashing out” by
developer/borrower of capital equity will not be permitted under the Department’s refinancing
investment strategy.

Nonprofit housing developers may be eligible to refinance existing debt using Housing Department
funds when rehabilitation of the project and refinancing is necessary to create or continue long-
term affordability rental restrictions. Through an application process, projects must provide a
management plan and 15-year proforma. City staff will review and underwrite the project to
determine feasibility. Aspects such as property management, financial need, long term financial
feasibility, market demand and level of rehabilitation will be reviewed to determine the project
feasibility. Housing Department funds utilizing federal block grant funds such as HOME Investment
Partnerships Program cannot be used to refinance FHA loans and/or multifamily mortgage loans
made or insured by any federal program including the Community Development Block Grant
Program (CDBG). Projects must be developed by a nonprofit agency and located jurisdiction wide
(anywhere within the City of Phoenix). The new investment must create additional affordable units
and/or be used to maintain current affordable units.

All projects are subject to long-term affordability restrictions which limit resident incomes and rents
based on levels of area median income (AMI) established annually by the U.S. Department of
Housing and Urban Development (HUD). All units receiving Department refinancing assistance must
be reserved for households below 60% of AMI. An affordability restriction of at least 30 to 40 years
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will be required on all units assisted through the refinancing investment strategy. Specific
projectrequirements will determine period of affordability restriction.


5. If applicable to a planned HOME TBRA activity, a description of the preference for persons with
special needs or disabilities. (See 24 CFR 92.209(c)(2)(i) and CFR 91.220(l)(2)(vii)).

N/A. The City’s Housing Department does not plan to fund TBRA with HOME funds.


6. If applicable to a planned HOME TBRA activity, a description of how the preference for a specific
category of individuals with disabilities (e.g. persons with HIV/AIDS or chronic mental illness) will
narrow the gap in benefits and the preference is needed to narrow the gap in benefits and services
received by such persons. (See 24 CFR 92.209(c)(2)(ii) and 91.220(l)(2)(vii)).

N/A. The City’s Housing Department does not plan to fund TBRA with HOME funds.


7. If applicable, a description of any preference or limitation for rental housing projects. (See 24 CFR
92.253(d)(3) and CFR 91.220(l)(2)(vii)). Note: Preferences cannot be administered in a manner that
limits the opportunities of persons on any basis prohibited by the laws listed under 24 CFR 5.105(a).

In accordance with 24 CFR 92.253(d)(3), an owner of rental housing assisted with HOME funds must
comply with the affirmative marketing requirements established by the City of Phoenix, which is the
participating jurisdiction (PJ) pursuant to 24 CFR 92.351(a). The owner of the rental housing project
must adopt and follow written tenant selection policies and criteria, which include that it may give a
preference to a particular segment of the population if permitted in its written agreement with the
PJ such as persons with a disability or other special needs. However, at this time there is no limit to
eligibility or preference given to any particular segment of the population with rental housing
projects funded by the City’s HOME program funds. HOME funds must however target low- to
moderate- income households. The City does not discriminate and provides equal access to all
eligible households.




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Emergency Solutions Grant (ESG)
Reference 91.220(l)(4)

1. Include written standards for providing ESG assistance (may include as attachment)

The City of Phoenix utilizes the Maricopa Regional Continuum of Care Community ESG Written
Standards developed and approved through the Maricopa Regional CoC in the direct provision of
ESG assistance. Likewise, the City contractually requires sub recipients to provide ESG assistance in
alignment with applicable standards.

2. If the Continuum of Care has established centralized or coordinated assessment system that
meets HUD requirements, describe that centralized or coordinated assessment system.

The CoC operates a Coordinated Entry (CE) system for all people experiencing homelessness. The
Access Points use a common assessment tool to determine the housing intervention that is best
suited for the client(s). The assessment tool is then utilized to determine if domestic violence is a
factor and if so, the victim’s immediate safety is subsequently assessed. Client(s) may then be
referred to the DV Centralized Screening (CS) system, the parallel system for victims of domestic
violence. Once safety is addressed, then the housing assessment tool is administered by CE and
referrals are made based on the substantiated need. Client choice is also considered when making a
referral as many housing options are presented and the client choice is paramount to the success of
the intervention. Many DV providers were involved in the development of the CE system to ensure
that survivor remains safe and connection to the DV system as well as the variety of housing
options.

3. Identify the process for making sub-awards and describe how the ESG allocation available to
private nonprofit organizations (including community and faith-based organizations).

Current City of Phoenix ESG subrecipients were granted awarded through a Request for
Qualifications (RFQ) process in FY 2025 to establish a Qualified Vendor List (QVL). Contracts are
awarded based on program or project need and proposal response. Contracts are monitored
annually for progress towards performance outcomes and compliance with federal, state, and local
regulations. The City works closely with subrecipients to provide training, technical assistance, and
ongoing support as needed.

4. If the jurisdiction is unable to meet the homeless participation requirement in 24 CFR
576.405(a), the jurisdiction must specify its plan for reaching out to and consulting with
homeless or formerly homeless individuals in considering policies and funding decisions
regarding facilities and services funded under ESG.

The City intentionally includes persons who are homeless or formerly homeless when considering
policy and funding decisions. City Council meetings, community meetings, surveys and town halls

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are all methods that have been utilized to allow opportunities for participation. Once recent
example in 2025 was the updating of the strategic plan where interviews were conducted with
people with lived experience to ensure their perspective was captured as the plan framework was
developed.

5. Describe performance standards for evaluating ESG.

Performance standards are included in the Maricopa Regional Continuum of Care Community
Performance Measures approved by the Maricopa Regional CoC and required for all ESG assistance
activities. Subrecipients provide monthly demographic reports and quarterly performance reports to
track progress towards annual outcomes.




HOPWA Selection of Project Sponsors

Project Sponsors submitted proposals for a Request for Proposals (RFP) in March 2023. Project Sponsors
were selected through this RFP process in which experience; qualifications; methodology; design and
capacity were among criteria considered during the evaluation process. New housing and service
contracts began on July 1, 2023. Prior to the issuance of the most recent RFP, community outreach
occurred to all agencies providing HIV/AIDS services to ensure all were aware of the upcoming RFP.




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2026-27 Community Development Block Grant (CDBG) Neighborhood
Enhancement and Infrastructure Programs (Ordinance S-52838) - Citywide

Request to authorize the City Manager, or his designee, to enter contracts, amend
existing contracts, and take any other actions as necessary or appropriate to
implement the Neighborhood Services Department's grant-funded Enhancement and
Infrastructure Programs. Further request to authorize the City Treasurer to accept, and
the City Controller to disburse, all funds related to this item. There is no impact to the
General Fund.

Summary
Neighborhood Services Department (NSD) administers enhancement and
infrastructure projects that benefit low- and moderate-income residents of Phoenix,
and prevent or eliminate blight by improving the physical infrastructure of
neighborhoods. Enhancement and Infrastructure Programs are designed and
implemented in partnership with active neighborhood organizations, City of Phoenix
departments, including Library, Parks and Recreation, and Street Transportation, and
local non-profit organizations to provide additional resources and support to implement
strategies that achieve basic neighborhood improvement goals. The U.S. Department
of Housing and Urban Development (HUD), through the Community Development
Block Grant (CDBG), funds the following Enhancement and Infrastructure Programs:

The Neighborhood Enhancement Program (up to $800,000)
Activities that address neighborhood needs with projects that include, but are not
limited to: improving public and nonprofit owned public facilities, such as parks, youth
centers, and community facilities, and other enhancement projects that provide a
public benefit to residents with low- and moderate-income in the City of Phoenix. All
projects are subject to federal regulations and requirements.

The Neighborhood Infrastructure Program (up to $3,275,000)
Activities that improve streets and street lighting, median landscaping, traffic and
speed mitigation, water and sewer, drainage, and other infrastructure projects that
serve low- and moderate-income areas. All projects are subject to federal regulations
and requirements.




Additional activities include the acquisition, disposition, and rehabilitation of public
facilities to address slum and blight on a spot or area basis.

NSD seeks authorization to proceed with all actions necessary to implement and
administer the grant-funded Neighborhood Enhancement and Infrastructure Programs
in Fiscal Year 2026-27. These actions include:
· If approved, procure, enter, and/or amend any necessary contracts or agreements
with subrecipients and contractors to fund existing and future contracts in
accordance with the grant terms.
· Acquire or dispose of real property meeting the applicable federal rules and
regulations and take all actions necessary to carry out acquisition, rehabilitation,
and/or disposition activities in accordance with grant terms.
· Take all other action necessary or appropriate to carry out the purposes of the item
and implement and administer the Neighborhood Enhancement and Infrastructure
Programs in accordance with federal regulations and requirements.

Applicant and Review Process
Neighborhood Enhancement and Infrastructure applications and needs assessments
may be submitted any time and are reviewed by City of Phoenix staff as they are
received to determine the eligibility, feasibility, and risk of the proposed projects.
Successful applications must benefit and serve low- and moderate-income residents of
Phoenix and prevent or eliminate blight by improving the physical infrastructure of
neighborhoods.

Procurement Information
Services may be procured, as needed, utilizing procurement procedures in accordance
with Administrative Regulation 3.10 and 3.25 to implement and administer NSD's
Neighborhood Enhancement and Infrastructure Programs.

Financial Impact
These programs are funded by HUD through CDBG funds. There is no impact to the
General Fund.

Concurrence/Previous Council Action
This item was recommended for approval by the Community Service and Education
Subcommittee on April 22, 2026, by 4-0 vote.

Responsible Department
This item is submitted by Deputy City Manager Cynthia Aguilar and the Neighborhood
Services Department.





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2026-27 Community Development Block Grant (CDBG) Housing Rehabilitation
Programs (Ordinance S-52839) - Citywide

Request to apply for and, if awarded, accept funding for the Neighborhood Services
Department’s grant-funded Housing Rehabilitation Programs and to enter into any
necessary agreements and take any other action necessary or appropriate to
implement the Housing Rehabilitation Programs. Further request authorization for the
City Treasurer to accept, and the City Controller to disburse, all funds related to this
item. There is no impact to the General Fund.

Summary
Neighborhood Services Department (NSD) manages a diverse catalogue of Housing
Rehabilitation Programs to enhance low- and moderate-income Phoenix residents'
quality of life by repairing single- and multi-family, owner- and tenant-occupied
properties. These programs benefit eligible households by removing health and safety
hazards, promoting energy efficiency and sustainability, and supporting accessibility
and aging in place. Furthermore, Housing Rehabilitation Programs protect affordability,
preserve the aesthetic character of surrounding neighborhoods, and stimulate and
expand residential and commercial development in communities across Phoenix.
Housing rehabilitation projects are funded through a variety of federal, state and local
grant funds, outlined below.

· U.S. Department of Housing and Urban Development (HUD) Community
Development Block Grant (CDBG) and HOME Investment Partnership funds
finance housing repair contracts between low-and moderate-income property
owners and contractors on the Approved Contractor List (ACL). These contracts
may also be supplemented with funding from the U.S. Department of Energy, utility
providers, and other state and local agencies.
· U.S. Department of Health and Human Services and U.S. Department of Energy
Weatherization Assistance Program (WAP) funds provided through the Arizona
Department of Housing; Arizona Public Service; Salt River Project; Southwest Gas;
the Utility Repair, Replacement and Deposit program; the Low-Income Home
Energy Assistance Program; and Wildfire support NSD's continuous commitment of
providing weatherization assistance services. These services include installing attic
insulation, sunscreens, duct sealing, performing room pressure relief/air balancing,


and repairing or replacing heating and cooling systems in owner-occupied and
rental households that meet federal poverty guidelines.

NSD will maintain an ACL to increase the number of eligible small businesses that
perform housing repair activities and maintain efficient program operations. In order to
be added to the ACL as an eligible contractor and receive award opportunities to
perform services on housing repair projects, contractors must be screened and
qualified on an individual basis and meet and maintain all eligibility requirements set
forth in NSD's Housing Repair Contractor Application Packet. Based on their
certifications, licenses, and other criteria determined by Housing Rehabilitation
Programs, contractors on the ACL will be invited to submit bids, as a part of a
competitive bidding process, on all housing repair projects.

NSD seeks authorization to proceed with all actions necessary or appropriate to
implement and administer its grant-funded Housing Rehabilitation Programs, including
applying for and accepting up to $6 million in funding. In addition to allocating up to $2
million in CDBG funds, NSD expects to be awarded approximately $4 million in WAP
funds.

Actions include:
· If awarded, enter into any necessary contracts or agreements with the grantor(s) to
fund existing and future contracts in accordance with the grant terms.
· Enter into and amend contracts with eligible property owners to perform repair
services; enter into contracts with private contractors; issue Request for Proposals,
Request for Qualifications, Calls for Interest, and Requests for Bids for Housing
Repair Program services; award, negotiate, and execute contracts with the
successful responders; and negotiate and/or amend existing contracts with various
contractors and service providers to perform work on eligible housing and rental
repair projects.
· Maintain an ACL of qualified contractors to enter into agreements with low- and
moderate-income property owners funded by NSD, pursuant to the grant terms.
These funds may be disbursed to the property owner or contractor.
· Take all other action necessary or appropriate to carry out the purposes of this item
and implement and administer the Housing Repair Program grants according to
their terms.

Procurement Information
As needed to implement and administer NSD's Housing Repair Program, services may
be procured using procurement procedures in accordance with Administrative
Regulation 3.10.




Financial Impact
These programs are funded with federal, state and local grants. There is no impact to
the General Fund.

Concurrence/Previous Council Action
This item was approved at the April 22, 2026, Community Services and Education
Subcommittee meeting.

Public Outreach
The ACL and/or other procurement opportunities will be advertised on NSD's website.

Responsible Department
This item is submitted by Deputy City Manager Cynthia Aguilar and the Neighborhood
Services Department.








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Amend City Contract 164171 for Public Infrastructure Improvements at Halo
Vista (Ordinance S-52845) - District 1

Request to authorize the City Manager, or his designee, to amend the Development
Agreement, City Contract 164171 (Agreement), and to execute any other agreements,
instruments or documents necessary with Biscuit Flats Dev LLC, (Developer) or its
City-approved designee, for the installation of public infrastructure improvements in
and around a proposed development on approximately 2,300 acres of land
surrounding the Taiwan Semiconductor Manufacturing Company (TSMC)
development. Further request to authorize the City Controller to disburse all funds
related to this item and authorize the City Treasurer to accept funds associated with
this request.

Summary
In December 2024, City Council authorized the Agreement with the Developer to
develop the new mixed-use commercial park known as Halo Vista consisting of an
estimated 12 million square feet of industrial, 3.5 million square feet of flex-tech/office,
and up to four million square feet of major destination retail, restaurants, an auto mall,
residential, medical, and educational uses. As master planning work has progressed,
the Developer and City have performed additional due diligence. The Developer now
expects to provide approximately $500,000,000 to $700,000,000 of public
infrastructure improvements. Under the existing Agreement, the City will reimburse the
Developer for Public Infrastructure Improvements using 100 percent of eligible General
Fund Transaction Privilege Tax (TPT) generated at Halo Vista.

Additionally, master planning work associated with the North Gateway Advanced Water
Treatment Facility (NGAWTF) is progressing. The NGAWTF is expected to be
operational in 2031-2032. As part of a Participation Agreement with the Arizona State
Land Department (ASLD), the Developer committed to construct two million gallons
per day (MGD) of wastewater treatment capacity for Phase 1 of Halo Vista. This cost
has been established by the City of Phoenix Water Services Department to be
$180,525,000 (WW Commitment).

This amendment seeks several changes and additions to the existing Agreement
including a new performance-based structure for the TPT reimbursement and payment



plan for the two MGD of wastewater treatment capacity and agreement term limits,
refined commitments for wastewater capacity, enhanced limitations on data center
development, and the removal of language that requires the City to pay interest to the
developer on unpaid reimbursements.

The City and Developer have negotiated the following terms related to the
performance-based TPT reimbursement structure and payment plan for the WW
Commitment with details to be included in the Amended Agreement:
· The first $16 million of eligible TPT will be paid to Developer for improvements
related to the Auto Mall.
· The next $180,525,000 of eligible TPT generated from the site will be retained by
City to cover the WW Commitment unless the following performance milestones are
met by the Developer, upon which the TPT will be split 50/50 between the City, for
the WW Commitment, and Developer, to reimburse Public Infrastructure
Improvements;
a. A Certificate of Completion is obtained for the first research and development or
higher education building on the planned innovation campus generally described as
the Sonoran Oasis Research and Technology Park.
b. Design, construction and delivery of 2.5 million SF of industrial space within the
Technology Park or similarly zoned portions of the project. Developer will receive
credit towards the 2.5 million square feet if a site plan is rejected due to unavailable
wastewater capacity.
· After the Developer's WW Commitment is satisfied, the Developer will receive 100
percent of eligible TPT on actual verifiable public infrastructure improvements until
the term of the agreement is finished or all public infrastructure is reimbursed.

A Form of Collateral, suitable to the City, equal to 25 percent of the WW Commitment
must be established with the City as beneficiary no later than January 2028. At no
point during the term of the Agreement should the collateral total exceed the balance
of the WW Commitment. Collateral must meet other terms and details in the amended
Agreement.

Amend language related to the cost of financing and delete language requiring the City
to pay 3 percent interest on unpaid reimbursements.

The WW Commitment as funded shall constitute public infrastructure improvements as
defined in the Development Agreement and would be eligible for Impact Fee credits in
proportion to the TPT accrual attributed to the WW Commitment. WW Commitment
credits may be processed as a reimbursement to Master Developer.




The City will provide dedicated teams to expeditiously review and approve all Halo
Vista plans to enable the Developer to meet all performance milestones.

The City and Developer have negotiated the following terms related to wastewater
treatment capacity:
· Amend the Agreement to clarify that the City has committed to the Developer
immediate access to a wastewater treatment capacity allocation of 266,667 gallons
of average daily flow over a calendar year, with a conveyance peak-hour flow
capacity allocation of 400,000 gallons.
· The City commits to providing the Developer with the additional 2MGD of
wastewater treatment facility capacity allocation once NGAWTF is operational.
· The City and Developer commit to work collaboratively and use best efforts to
explore the possibility of identifying additional access to wastewater treatment
capacity.

The City and Developer have negotiated the following terms related to the term of the
Agreement:
· The term of the Agreement will expire 25 years from completion of the NGAWTF.
· Two five-year extensions are available if the following performance milestones are
met:
1. Five years for construction of one million square feet of space at Sonoran Oasis
Research and Technology Park (excluding data center space).
2. Five years for construction of seven million square feet of industrial space related to
the semiconductor industry and related supply chain uses at the Technology Park
(excluding data center space).

The City and Developer have negotiated the following terms related amending the
Data Center definitions, limitations and exceptions as follows:
· Require a major amendment to the existing Planned Unit Development (PUD),
through a public hearing process, before development of a data center can
commence.
· Reduce the existing Data Center cap from not more than 15 percent down to 7
percent of the total acreage within the Project.
· Prohibit the development of Data Centers for the earlier of 14 years from beginning
of the Agreement or when the WW Commitment has been fully satisfied.
· Excludes ancillary Data Centers associated with a semiconductor facility or
academic use from the prohibition on development.

All other terms and conditions of the Agreement shall remain the same. The Project
recently broke ground in March with multiple portions of Phase I in the design phase


including the Auto Mall, Costco and Marriott Hotel and additional retail pads have
submitted Pre-Application designs to the Planning and Development Department.

Contract Term
The term of the Agreement shall be amended to expire 25 years from completion of
the NGAWTF. Two five-year extensions are available if performance milestones
detailed above are achieved.

Financial Impact
The City's financial impact will be the reimbursement of the eligible General Fund
share of the TPT generated from the Project as well as other restricted fund sources,
as applicable to the improvements constructed. Financial terms of the Agreement will
be provided to Budget and Research and Finance Departments for review prior to the
execution of the Agreements.

Concurrence/Previous Council Action
The Agreement was recommended for approval by the Economic Development and
Housing Subcommittee by a vote of 3-0 on December 11, 2024, and unanimously
approved by City Council on December 18, 2024.

Location
Approximately 2,300 acres around TSMC, bordered by the Carefree Highway (SR-74)
to the north, I-17 Freeway to the east, Loop 303 Freeway to the south and Deadman's
Wash to the west.
Council District: 1

Responsible Department
This item is submitted by Assistant City Manager Ginger Spencer and the Community
and Economic Development and Water Services departments.








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Opportunity Zones Guidance - Citywide

Requests City Council approval to submit a list of Qualified Census Tracts to the State
of Arizona for federal Opportunity Zones 2.0 consideration.

Summary
The federal Opportunity Zones (OZ) program was established in the Tax Cuts and
Jobs Act of 2017 to encourage long term private investment in economically distressed
communities. The program provides tax incentives to investors that reinvest capital
gains into Qualified Opportunity Funds. Arizona’s designated OZ 1.0 census tracts
included 42 in the City of Phoenix. The City of Phoenix will need to submit a new list of
census tracts to the Arizona Commerce Authority (ACA) by May of this year.

Under the original OZ framework (OZ 1.0), investors received:
· Temporary deferral of capital gains invested in a QOF until December 31, 2026.
· Reduced taxable gain (10 percent at five years, 15 percent at seven years).
· Phoenix supported OZ 1.0 activity with streamlined development services, including
planning support, expedited reviews, and guidance on community and site
readiness.

The U.S. Treasury and Congress are modernizing the OZ program (OZ 2.0) to
increase transparency, tighten eligibility, and ensure investment benefits flow to
genuinely disadvantaged communities. OZ 2.0 introduces a new eligibility map that
significantly narrows qualifying areas. States must re nominate eligible census tracts
for OZ designation, and federal criteria are significantly stricter than OZ 1.0. Existing
projects retain OZ 1.0 benefits, but new investments after 2026 will depend entirely on
the updated federal map.

To qualify for OZ 2.0, a census tract must meet one of the criteria below based on
2024 census data:
· Median Family Income (MFI) less than or equal to 70 percent of the surrounding
Metropolitan Statistical Area (required MFI threshold at or below $69,911); OR
· Poverty rate greater than or equal to 20 percent and up to 125 percent of the MFI
($133,210).



The Governor’s Office will submit the official list of census tracts to the U.S. Treasury
on July 1, 2026. City staff are conducting a structured three-phase process to identify
the most strategic and community-aligned tracts. Under federal rules, states may
designate up to 25 percent of eligible tracts statewide as Opportunity Zones. According
to the ACA, Arizona is applying the same 25 percent cap at the jurisdiction level to
promote geographic equity, helping ensure nominations are distributed across
communities rather than concentrated in a few larger cities with more eligible tracts.
The City's census tract submittal must be provided to the ACA by May 8, 2026, and
include no more than 33 tracts, the number restriction based on the 25 percent cap.
The state used a similar approach during the OZ 1.0 designation process.

Financial Impact
There is no impact to the General Fund.

Concurrence/Previous Council Action
· The Economic Development and the Arts Subcommittee heard this item for
information and discussion at its April 8, 2026, meeting.

Responsible Department
This item is submitted by Assistant City Manager Ginger Spencer and the Community
and Economic Development Department.








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Phoenix Sister Cities, Inc. Contract 154617 - Authorization to Amend (Ordinance
S-52819) - Citywide

Request to authorize the City Manager, or designee, to amend City Contract 154617
with Phoenix Sister Cities, Inc. (PSC) to increase funding. Further request to authorize
the City Controller to disburse all funds related to this item. The additional
expenditures will not exceed $275,000.

Summary
PSC is a 501(c)(3) nonprofit organization established in 1972. It exists to create people
-to-people relationships between the residents of Phoenix and its Sister Cities through
commercial, educational, cultural, and artistic exchange programs and events that
create and sustain global, long-term, international partnerships, and business
opportunities for Phoenix. The City has contracted with PSC since the mid-1980s. The
organization is administered by a Board of Directors composed of PSC Commission
members appointed by the Mayor and approved by the City Council, at-large Board
members, the chairpersons of the 11 Sister Cities committees, and the Disability
Awareness Committee.

Beginning Fiscal Year 2023-24, PSC expanded beyond its traditional role and provided
support to the City’s International Trade Strategy. To meet this expanded role and
continue the work already undertaken, funding for PSC’s current contract included
costs associated with the Phoenix Global Forum, an annual international economic
development conference, in partnership with the International Economic Forum of the
Americas. The first Phoenix Global Forum was held on May 2, 2024, and the second
held on April 8 and 9, 2025.

The 2026 Phoenix Global Forum, to be held on May 13, 2026, will convene
international business, government, and institutional leaders around issues central to
Phoenix’s economic development strategy, including international trade, supply chain
resilience, advanced technology, workforce development, and cross-border
collaboration. The Forum is intended to strengthen Phoenix’s visibility as a global
business destination and support the City’s broader international trade and investment
efforts.




Additional funding is requested to support final planning and delivery of the 2026
Phoenix Global Forum, as well as limited-term contract support to maintain continuity
of protocol, delegation, and related program functions during a staffing transition
period following the retirement of a long-tenured PSC staff member. This short-term
support will help maintain service levels during an active period of international
delegation and program activity while recruitment and transition efforts proceed. Due
to these additional needs, staff requests authorization to increase the PSC contract by
an additional $275,000.

Contract Term
The original contract term remains unchanged, ending on June 30, 2026.

Financial Impact
Upon approval of $275,000 in additional funds, the revised aggregate value of the
contract will not exceed $2,300,000. Funding for the additional amount is available in
the Community and Economic Development Department's operating budget.

Concurrence/Previous Council Action
The City Council authorized this contract on May 19, 2021, through Ordinance S-
47575 and approved revisions to the term and spending authority on June 28, 2023 (S
-49904 and S-49942), May 29, 2024 (S-50938), and June 4, 2025 (S-52008).

Responsible Department
This item is submitted by Assistant City Manager Ginger Spencer and the Community
and Economic Development Department.








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Authorization Amend to City Contract 149551, the Ellis Building Redevelopment
and Purchase Agreement with Equus Ellis Limited Partnership (Ordinance S-
52818) - District 7

Authorize the City Manager, or his designee, to amend City Contract 149551, the Ellis
Building Redevelopment and Purchase Agreement and other agreements as
necessary (Agreements) with Equus Ellis Limited Partnership (Developer), to modify
the allowed uses and project timing of the Ellis Building redevelopment project located
at 135 N. 2nd Avenue.

Summary
In March 2019, the City entered into the Disposition and Redevelopment Agreement
(DRA) with the Developer for the sale and redevelopment of the former City-owned
Ellis Building into a mixed-use office and retail project. The building is located in the
downtown area at the southeast corner of 2nd Avenue and Monroe Street. The
Developer performed their due diligence and closed on the sale of the building in April
2019 for $2,250,000. On December 4, 2019, the First Amendment to the Disposition
and Redevelopment Agreement was executed to establish the standards for
construction staging. The Developer commenced construction; however, demand for
the office use was not sufficient to activate the building. To assist with this challenge,
4, 2020, Formal meeting. On January 26, 2021, the Second Amendment to the
Disposition and Redevelopment Agreement was executed to add residential as a
permitted use and modify performance metrics. The Developer began to convert a
portion of the building to the residential use, but unfortunately did not successfully
complete the conversion.

The Developer is now working with a hotel developer and has asked the City to amend
the DRA and other agreements as necessary to allow a 80-room, boutique hotel with
ground floor retail. The following business terms have been negotiated:

· Amend the agreements to add hotel as an allowed use.
· Commencement of construction would occur within 24 months of the effective date
of the Third Amendment to the DRA.
· Construction completion would occur within 24 months of construction


commencement.

All other terms and conditions of the agreements shall remain in full force and
effective.

Concurrence/Previous Council Action
· On November 7, 2018, City Council authorized business terms with the Developer
for the sale and redevelopment of the building through Ordinance S-45119.
· On January 12, 2019, City Council approved a 90-day extension for due diligence
through Ordinance S-45340.
· On November 4, 2020, City Council authorized the addition of residential as an
allowed use and extended the time allowed for construction through Ordinance S-
47052.

Location
135 N. 2nd Avenue
Council District: 7

Responsible Department
This item is submitted by Assistant City Manager Ginger Spencer and the Community
and Economic Development Department.








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Issuance of Multifamily Housing Revenue Bonds (Broadway Farms at Hurley
Station, Phase II Project), Series 2026, and Multifamily Housing Revenue Note
(Broadway Farms at Hurley Station, Phase II Project), Series 2026 (Resolution
22376) - Out of City

Requests City Council approval for the issuance of Multifamily Housing Revenue
Bonds (Broadway Farms at Hurley Station, Phase II Project), Series 2026, and
Multifamily Housing Revenue Note (Broadway Farms at Hurley Station, Phase II
Project), Series 2026, to be issued in one or more tax-exempt and/or taxable series, in
an aggregate principal amount not-to-exceed $25,000,000.

Summary
Request City Council adoption of a resolution (Attachment A) granting approval of the
proceedings under which The Industrial Development Authority of the City of Phoenix,
Arizona (the “Phoenix IDA”) has previously resolved to issue up to $25,000,000 of its
Multifamily Housing Revenue Bonds (Broadway Farms at Hurley Station, Phase II
Project), Series 2026, in one or more tax-exempt and/or taxable series (the “Bonds”)
and its Multifamily Housing Revenue Note (Broadway Farms at Hurley Station, Phase
II Project), Series 2026, in one or more tax- exempt and/or taxable series (the
“Governmental Lender Note”), for use by 4201 S 91st Avenue Owner II, LLLP, an
Arizona limited liability partnership (together with its successors, assignees and
designees, the “Borrower”), to finance, and/or refinance, as applicable, all or a portion
of the costs of the acquisition, construction, development, improvement, equipping
and/or operating of a multifamily residential rental housing project (including
improvements and facilities functionally related and subordinate thereto) expected to
be comprised of approximately 144 units of housing (all or a portion of which will be set
aside for occupancy by low- to moderate-income tenants) situated on approximately
5.18 acres of land located in Phoenix, Arizona (collectively, the “Facility”), and funding
any required reserve funds, paying capitalized interest on the Obligations, if any, and
paying fees, expenses and costs incurred in connection with the authorization,
issuance, and sale of such Obligations (collectively, the “Project”), all in accordance
with the Act.

Concurrence/Previous Council Action
The Phoenix IDA Board has previously resolved to issue the Bonds at its meeting held



on April 23, 2026.

Location
The Facility is located at or near 4141 South 91st Avenue, Tolleson, AZ.
District: Out of City

With the exception of certain housing bonds, the Phoenix IDA can finance projects
located anywhere in Arizona. In addition, the Phoenix IDA may issue bonds to finance
projects outside of Arizona, if the out-of-state project provides a benefit within the
State.

Responsible Department
This item is submitted by Assistant City Manager Ginger Spencer and the City
Manager's Office.





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




RESOLUTION _____

A RESOLUTION GRANTING FINAL APPROVAL OF THE
ISSUANCE OF AN AGGREGATE INITIAL PRINCIPAL
AMOUNT NOT TO EXCEED $25,000,000 OF MULTIFAMILY
HOUSING REVENUE BONDS (BROADWAY FARMS AT

T
HURLEY STATION, PHASE II PROJECT) IN ONE OR MORE
TAX-EXEMPT AND/OR TAXABLE SERIES
MULTIFAMILY HOUSING REVENUE NOTE (BROADWAY
AND




AF
FARMS AT HURLEY STATION, PHASE II PROJECT) IN
ONE OR MORE TAX- EXEMPT AND/OR TAXABLE SERIES,
OF THE INDUSTRIAL DEVELOPMENT AUTHORITY OF
THE CITY OF PHOENIX, ARIZONA

_______________



D
WHEREAS, The Industrial Development Authority of the City of Phoenix, Arizona


R
(the “Authority”), is a nonprofit corporation designated a political subdivision of the State

of Arizona (the “State”) incorporated with the approval of the City of Phoenix, Arizona (the

“City”); and


WHEREAS, Title 35, Chapter 5, of the Arizona Revised Statutes, Section 35-701

et seq., as amended (the “Act”), authorizes the Authority to issue revenue bonds for the

purposes set forth in the Act, including the making of secured and unsecured loans to

finance or refinance the development, acquisition, construction, improvement, equipping

or operation of a “project” (as defined in the Act) whenever the Board of Directors of the


Broadway Farms at Hurley Station, Phase II Project 1 Resolution No. ______
Authority finds such loans to further advance the interests of the Authority or the public

interest, and to refund outstanding obligations incurred by an enterprise to finance the

costs of a “project” when the Board of Directors of the Authority finds that the refinancing

is in the public interest; and


WHEREAS, 4201 S 91st Avenue Owner II, LLLP, an Arizona limited liability limited

partnership (together with its successors, assignees, and designees, the “Borrower”), has

requested that the Authority (i) issue its Multifamily Housing Revenue Bonds (Broadway

Farms at Hurley Station, Phase II Project) in one or more tax-exempt and/or taxable series

(the “Bonds”), and (ii) authorize, upon the mandatory tender of the Bonds and the
T
payment by UMB Bank, N.A. (the “Trustee”), of the purchase price of the Bonds from the



AF
proceeds of a funding loan made pursuant to a funding loan agreement between the

Authority and Citibank, N.A., as funding lender, and other funds of the Borrower, the

execution and delivery of its Multifamily Housing Revenue Note (Broadway Farms at




D
Hurley Station, Phase II Project), in one or more tax-exempt and/or taxable series (the




R
“Governmental Lender Note” and together with the Bonds, the “Obligations”) to be

exchanged for the Bonds, pursuant to a plan of financing in an aggregate initial principal

amount of not to exceed $25,000,000, the proceeds of which Obligations will be used by

the Borrower to finance and/or refinance, as applicable, all or a portion of the costs of: (a)

the acquisition, construction, development, improvement, equipping and/or operating of

a qualified residential rental facility (including improvements and facilities functionally

related and subordinate thereto), which is expected to be comprised of approximately 144

units (all or a portion of which will be set aside for occupancy by low- to moderate-income

tenants) situated on approximately 5.18 acres of real property generally located within the


Broadway Farms at Hurley Station, Phase II Project 2 Resolution No. ______
jurisdictional limits of the City at 4141 South 91st Avenue, Tolleson, Arizona 85353

(collectively, the “Facility”); (b) funding any required reserve funds; (c) paying capitalized

interest on the Obligations, if any; and (d) paying fees, expenses and costs incurred in

connection with the authorization, issuance and sale of the Obligations (collectively, the

“Project”), all in accordance with the Act; and


WHEREAS, in furtherance of the purposes of the Act and in the interest of the

Authority and the public thereunder, the Authority proposes to issue the Obligations and

loan the proceeds thereof to the Borrower to finance all or a portion of the costs of the

Project; and
T
WHEREAS, the Authority, by Resolution 2026-__, duly adopted by the Board of


AF
Directors of the Authority at a lawful meeting called and held on April 23, 2026 granted

approval of the issuance and assignment of the Obligations in an aggregate principal

amount not to exceed $25,000,000; and



DR
WHEREAS, Section 35-721(B) of the Act provides that the proceedings of the

Authority under which the Obligations are to be issued require the approval of the Council

of the City; and


WHEREAS, Section 147(f) of the Code requires that an “applicable elected

representative” (as that term is defined in the Code) approve the issuance of the

Obligations and the plan of finance for the Project following a public hearing, which public

hearing was held by the Authority on May 1, 2026; and


WHEREAS, information regarding the Project to be financed with the proceeds of



Broadway Farms at Hurley Station, Phase II Project 3 Resolution No. ______
the Obligations has been presented to the Council of the City; and


WHEREAS, it is intended that this Resolution shall constitute approval by the

Council of the City pursuant to Section 35-721(B) of the Act and of the “applicable elected

representative” as defined in Section 147(f) of the Code with respect to the Obligations.


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

PHOENIX, ARIZONA as follows:


SECTION 1. The proceedings of the Authority under which the Obligations are to

be issued are hereby approved.

T
SECTION 2. The issuance of the Obligations and the plan of finance for the


AF
Project are hereby approved for purposes of Section 147(f) of the Code.


SECTION 3. Notice of Arizona Revised Statutes Section 38-511 is hereby given.

The provisions of that statute are by this reference incorporated herein to the extent of


DR
their applicability to matters contained herein.




Broadway Farms at Hurley Station, Phase II Project 4 Resolution No. ______
PASSED BY THE COUNCIL OF THE CITY OF PHOENIX, ARIZONA this 6th day

of May, 2026.




MAYOR


ATTEST:



Denise Archibald, City Clerk



APPROVED AS TO FORM:
Julie M. Kriegh, City Attorney
T
By:
Micah Alexander
Assistant Chief Counsel
AF
D
REVIEWED BY:
R
Ed Zuercher, City Manager




Broadway Farms at Hurley Station, Phase II Project 5 Resolution No. ______



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NG9-1-1 Call-Handling Equipment - State of Arizona Cooperative Contract-
COOP 24-0332 - Amendment (Ordinance S-52835) - Citywide

Request to authorize the City Manager, or the City Manager's designee, to execute an
amendment to Contract 161184 with AT&T Enterprises, LLC to extend the contract
term and allow additional expenditures. Further request to authorize the City Controller
to disburse all funds related to this item. The additional expenditures will not exceed
$1,960,200.

Summary
This contract will provide Next Generation 9-1-1 (NG9-1-1) services to the citizens of
and visitors to the City of Phoenix. NG9-1-1 is designed to provide access to
emergency services from all connected communications sources and provide
multimedia data capabilities for Public Safety Answering Points (PSAPs) and other
emergency service organizations. The State of Arizona currently provides the 9-1-1
network that PSAPs must be linked to in order to accept and route incoming 9-1-1 calls
and texts. The City of Phoenix uses the State of Arizona Contract CTR055782 to
purchase 9-1-1 call-handling equipment, ensuring uninterrupted access to the state's 9
-1-1 network. Additional funds are needed to purchase equipment and dedicated AT&T
system and equipment technicians to support the City's 9-1-1 system.

Contract Term
Upon approval the contract will be extended from June 21, 2026, through June 20,
2027, with a one-year option to extend.

Financial Impact
Upon approval of $1,960,200 in additional funds, the revised aggregate value of the
contract will not exceed $14,511,678. Funds are available in the Police and Fire
departments' operating budgets.

Concurrence/Previous Council Action
The City Council previously reviewed this request:
· NG9-1-1 Call-Handling Equipment - State of Arizona Cooperative Contract 166184
(Ordinance S-51060) on June 26, 2024.



· NG9-1-1 Call-Handling Equipment - State of Arizona Cooperative Contract 166184
(Ordinance S-52300) on October 15, 2025.

Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Fire and Police
departments.








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Forensic DNA Analysis Software, Maintenance, and Technical Support - EXC 21-
032 - Amendment (Ordinance S-52836) - Citywide

Request to authorize the City Manager, or his designee, to execute an amendment to
Contract 154709 with NicheVision Forensics, LLC, to allow for additional expenditures
and extend the contract term. Further request authorization for the City Controller to
disburse all funds related to this item. The additional expenditures will not exceed
$934,155.

Summary
This contract will provide the Police Department's Laboratory Services Bureau with
deoxyribonucleic acid (DNA) interpretation software (ArmedXpert, FaSTR, and
STRmix) provided by NicheVision Forensics, LLC. These software programs are used
to analyze and interpret DNA profiles, develop components of DNA mixtures for entry
into the national DNA database, the Combined DNA Index System (CODIS), calculate
statistics to support the weight of the association of DNA results required per federal
DNA standards and perform complex kinship/pedigree relationships and statistics.

Additionally, the Police Department will purchase Database Likelihood Ratios (DBLR)
software, which will allow DNA to perform additional interpretations on profiles
developed by FaSTR and provide standardization within the unit and analysts. The
software models genetic linkage, mutation events and visualizes the value of DNA
mixture evidence by calculating expected likelihood by searching for common
contributors between mixed DNA profiles.

The item has been reviewed and approved by the Information Technology Services
Department.

Contract Term
Upon approval, the contract will be extended through May 31, 2031.

Financial Impact
Upon approval of the $934,155 in additional funds, the revised aggregate value of the
contracts will not exceed $1,674,730. Funds are available in the Police Department’s
budget.




Concurrence/Previous Council Action:
The City Council previously reviewed this request:
· Forensic DNA Analysis Software, Maintenance, and Technical Support Contract
154709-(Ordinance S-47623) on June 2, 2021.
· Forensic DNA Analysis Software, Maintenance, and Technical Support Contract
154709-(Ordinance S-50765) on April 17, 2024.
· Forensic DNA Analysis Software, Maintenance, and Technical Support Contract
154709-(Ordinance S-52549) on January 21, 2026.

Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Police Department.








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(CONTINUED FROM MARCH 25, 2026 AND APRIL 8, 2026) - Amend Ordinance to
Include Specific Agreement Terms for the Resource Innovation Campus
Development (Ordinance S-52698) - District 7

Request to authorize the City Manager, or the City Manager's designee, to amend
Ordinance S-51535 to incorporate finalized agreement terms for the Development
Agreement, Ground Lease, and Feedstock Agreement related to the development of
the Resource Innovation Campus (RIC) resulting from participation in the Reinventing
Cities Program.

Summary
On December 18, 2024, City Council authorized the City Manager, or the City
Manager's designee, to enter into a development agreement and execute any related
agreements, instruments, or documents necessary with Krause Interior Architecture,
Inc., and its affiliates or subsidiaries, for development of the RIC resulting from
participation in the Reinventing Cities Program. Council further authorized the City
Treasurer to accept and the City Controller to disburse funds associated with the
ordinance.

Ordinance S-51535 initially established a two-phased approach with a five-year
contract term beginning on or about December 18, 2024, with no options to extend.
Phase II contemplated amending the term up to a maximum of 99 years.

Since the original City Council approval, environmental assessments, land appraisals,
fair market lease rate assessments, and some parcel preparation have been
completed. The Developer has provided documentation demonstrating financial
capacity to complete construction. As a result, the previously contemplated pilot
demonstrations and two-phased structure are no longer necessary.

This request amends the Ordinance to incorporate finalized agreement terms,
eliminate the two-phase structure, and establish the following key provisions:

Ground Lease
· Approximately 22 acres located on the eastern portion of the southeast corner of
35th Avenue and Elwood Street will be leased for a term of up to 99 years.


· “Net Rent” shall equal one-fourth (1/4) of the Appraised Rental Value (determined
annually) for the applicable phase(s), less any quarterly Diversion Deduction offset
credit.
· “Diversion Deduction” shall mean, on a quarterly basis, amounts owed by the City
to the Tenant pursuant to the Feedstock Agreement, as reflected on the Tenant’s
invoice, up to the Appraised Rental Value for that quarter. Offset credits will only be
earned based on the applicable quarterly Diversion Deduction. The credit is an
offset of funds that would have been otherwise directed toward landfill operations
costs by the Public Works Department and is not an additional payment.

Tenant shall have the right to use the Premises for circular economy solution
developments, including but not limited to:
· Municipal solid waste and organic waste;
· Difficult-to-recycle plastics (#3, #4, #6, #7);
· Lithium-ion batteries and electronic waste;
· Textile waste;
· Construction and demolition waste; and
· Industrial, research, educational, office, and retail uses associated with circular
economy activities.

The City may consider additional uses aligned with the 2050 Sustainability Goals,
Phoenix Climate Action Plan, Rio Reimagined Initiative, and other environmental
sustainability initiatives upon written request by Tenant.

The Campus Headquarters Building shall obtain one Petal Certification under the
Living Building Challenge. All other permanent buildings shall, as applicable, obtain
LEED v4.1 Building Design and Construction Certification and demonstrate
compliance with energy efficiency, low-carbon energy, life cycle assessment, and
sustainable materials management principles consistent with the C40 Reinventing
Cities Competition requirements.

At least 30 days prior to the effective date of any Sublease, Tenant shall provide
written notice to the Community and Economic Development Director and the Public
Works Director for review and approval.

Development Agreement
The Development Agreement confirms RIC PHX, LLC as the Developer and confirms
that the Developer does not intend to seek reimbursement from the City for Public
Infrastructure Improvements.
Feedstock Agreement


· Term: 50 years following the Commercial Operation Date, with four 10-year renewal
options and one additional nine-year renewal option, unless earlier terminated or
extended as provided.
· RIC PHX, LLC will serve as Operator.

“Feedstock” means waste collected and delivered by the City to the 27th Avenue
Transfer Station from residential customers and not otherwise obligated under existing
agreements, including the WeCare Denali Agreement or the Circular Services
Agreement.

Key provisions include:
· No obligation for Operator to accept, nor for City to supply, Feedstock between the
Effective Date and the Commercial Operation Date.
· After the Commercial Operation Date, City shall maintain availability of Feedstock
not otherwise under contract, and Operator shall accept such Feedstock and
prioritize City-provided material.
· If Operator elects to receive additional Feedstock from other City locations, the
parties shall negotiate in good faith to determine actual transfer costs. Such costs
will reflect the City’s current contracted hauling rate and will be deducted from Post
Collection Operational Costs.
· “Post Collection Operational Costs” means post-collection operational costs
associated with transporting refuse from the 27th Avenue Transfer Station to SR85
landfill, as defined in the Feedstock Agreement. This is affiliated with the "Diversion
Deduction" rent credit and is not an additional payment.

Contract Term
This amendment establishes a 99-year Ground Lease term and a 50-year Feedstock
Agreement term, with renewal options as described above.

Financial Impact
The primary financial impact to the City consists of providing the feedstock, which
consists of municipal solid waste, difficult-to-recycle plastics, and other materials
otherwise destined for landfill. This allows for less solid waste being transported to the
landfill and placed in the landfill, which will save operational costs and prolong the life
of the landfill. Both of these help lower solid waste operational costs over the long term
agreement period.

Concurrence/Previous Council Action
The Economic Development and Housing Subcommittee recommended approval on
November 25, 2024, by a vote of 4-0.



related agreements on December 18, 2024 (Ordinance S-51535).

Location
East of 35th Avenue and Elwood Street.
Council District: 7

Responsible Department
This item is submitted by Assistant City Manager Ginger Spencer, Deputy City
Manager Alan Stephenson and the Community and Economic Development and
Public Works departments.








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Backflow Testing, Repair and Replacement Services - IFB 22-FMD-036 -
Amendment (Ordinance S-52812) - Districts 1, 8 & Out of City

Request to authorize the City Manager, or the City Manager's designee, to execute
amendments to Contract 156286 with A P Fire Protection LLC and Contract 156296
with RCI Systems - LLC to authorize the Aviation Department to make additional
expenditures under these Public Works Department contracts. Further request
authorization for the City Controller to disburse all funds related to this item. The
additional expenditure will not exceed $195,000, for a revised total cost of the
contracts not to exceed $5,590,400.

Summary
The contracts provide for the installation, replacement, repair, annual testing, and
inspection of backflow prevention assemblies. The amendments will allow the Aviation
Department to use the contracts to maintain compliance with applicable health and
safety regulations and to ensure reliable water system protection at airport facilities.

The contracts also provide resources for immediate or emergency response services
that require specialized tools, certifications, skills, or equipment beyond in-house
capabilities. These services are essential to maintaining safe airport operations and
ensuring uninterrupted service to the traveling public and airport business partners.

Contract Term
The terms of the contracts remain unchanged and will expire on May 31, 2027.

Financial Impact
Upon approval of the additional expenditures that will not exceed $195,000, the
revised total aggregate cost of the contracts will not exceed $5,590,400. Funds are
available in the Aviation Department’s budget.

Concurrence/Previous Council Action
The City Council previously approved this request:
· Backflow Assembly Testing, Repair, and Replacement Services Contracts 156286
and 156296 (Ordinance S-48563) on May 11, 2022.



Location
Phoenix Sky Harbor International Airport - 2485 E. Buckeye Road
Phoenix Deer Valley Airport - 702 W. Deer Valley Road
Phoenix Goodyear Airport - 1658 S. Litchfield Road, Goodyear, AZ

Council Districts: 1, 8, and Out of City

Responsible Department
This item is submitted by Deputy City Managers Frank McCune and Alan Stephenson
and the Aviation and Public Works departments.








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Phoenix Sky Harbor International Airport Land Reuse Area Cultural Corridor -
Engineering Services - AV14000030 (Ordinance S-52832) - District 8

Request to authorize the City Manager, or his designee, to enter into an agreement
with Entellus, Inc. to provide engineering services that include final design and
construction administration and inspection services for the Phoenix Sky Harbor
International Airport Land Reuse Area Cultural Corridor project. Further request to
authorize execution of amendments to the agreement as necessary within the City
Council-approved expenditure authority as provided below, and for the City Controller
to disburse all funds related to this item. The fee for services will not exceed $2.5
million.

Additionally, request to authorize the City Manager, or his designee, to take all action
as required and appropriate to execute all design and construction agreements,
licenses, permits, and requests for utility services related to the development, design,
and construction of the project. Such utility services include electrical, water, sewer,
natural gas, telecommunication, cable television, and railroads and other modes of
transportation. Further request the City Council to grant an exception to Phoenix City
Code section 42-20 to include indemnification and assumption of liability provisions
that otherwise would be prohibited by Phoenix City Code section 42-18.

Summary
The purpose of this project is to provide mobility, safety, and livability (such as shade,
historic interpretation and public art) in the land reuse strategy area west of Phoenix
Sky Harbor International Airport.

Entellus, Inc.'s services include final plans, specifications, and estimates for protected
and shared bike lanes; Americans with Disabilities Act (ADA) compliant sidewalks and
curb ramps; drainage improvements; high intensity activated crosswalk signals; traffic
signal and intersection upgrades; landscaping; shade trees; green stormwater
infrastructure; wayfinding and interpretive signage; public art; informative kiosks; street
lighting; utility coordination; high visibility crosswalks; transit stop improvements or
upgrades; public outreach and stakeholder coordination; legal descriptions for
temporary construction easements and potential minor right-of-way acquisition that
may be required for ADA compliance only; and other scope of work items that may be



identified in the active preliminary design project.

Procurement Information
The selection was made using a qualifications-based selection process set forth in
section 34-603, Arizona Revised Statutes (A.R.S.). According to section 34-603(H),
A.R.S., the City may not publicly release information on proposals received or the
scoring results until an agreement is awarded. Three firms submitted proposals and
are listed below:

Selected Firm
Rank 1: Entellus, Inc.

Additional Proposers
Rank 2: Engineering Alliance, Inc.
Rank 3: Wilson & Company, Inc.

Contract Term
The term of the agreement is five years from the issuance of the Notice to Proceed.
Work scope identified and incorporated into the agreement prior to the end of the term
may be agreed to by the parties and work may extend past the termination of the
agreement. No additional changes may be executed after the end of the term.

Financial Impact
The agreement value for Entellus, Inc. will not exceed $2.5 million, including all
subconsultant and reimbursable costs.

Funding is available in the Aviation Department's Capital Improvement Program
budget. The Budget and Research Department will separately review and approve
funding availability prior to execution of any amendments. Payments may be made up
to agreement limits for all rendered agreement services, which may extend past
termination of the agreement.

Public Outreach
Consultant will work with a public engagement firm contracted by the City to provide
public outreach to ensure design and cultural aspects of the project are responsive to
the stakeholders feedback and requests.

Location
3400 E. Sky Harbor Blvd.
Council Districts: 8



Responsible Department
This item is submitted by Deputy City Managers Frank McCune and Amber
Williamson, the Aviation and Street Transportation departments and the City Engineer.








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AVN Enterprise Asset Management System Implementation Consultant Services
Contract - RFA 26-0290 Request for Award (Ordinance S-52830) - Districts 1, 8 &
Out of City

Request to authorize the City Manager, or his designee, to execute a contract with
AtkinsRéalis USA Inc. (AtkinsRéalis) to provide Enterprise Asset Management System
(EAMS) implementation consulting services for the Aviation Department (Aviation).
Further request to authorize the City Controller to disburse all funds related to this
item. The total cost of the contract will not exceed $2 million.

Summary
Aviation worked with AtkinsRéalis to develop its Asset Management (AM) program
through benchmarking efforts, the development of an AM roadmap, and the initiation of
several early EAMS implementation efforts. The contract will provide specialized asset
management consulting and critical staffing augmentation to support EAMS
implementation planning, system testing, user training, and go-live coordination. The
consulting services will ensure that Aviation launches a smooth, well-designed, and
comprehensive program to track its assets across the Department.

Procurement Information
According to Administrative Regulation 3.10, standard competition was waived as a
result of an approved Determination Memo based on the Special Circumstances
Without Competition/Special Circumstances. AtkinsRéalis is one of Aviation's current
AM Facility Condition Assessment contractors and completed a comprehensive AM
maturity assessment, developed the AM roadmap, and has been supporting
implementation. Given the established working relationship, AtkinsRéalis is uniquely
positioned to begin services immediately.

Contract Term
The term of the contract is two years and will begin on or about June 1, 2026. There
are no options to extend the term.

Financial Impact
The total cost of the contract will not exceed $2 million over the two-year term.




Funding is available in the Aviation Department's operating budget.

Location
Phoenix Sky Harbor International Airport, 2485 E. Buckeye Road
Phoenix Deer Valley Airport, 702 W. Deer Valley Road
Phoenix Goodyear Airport, 1658 S. Litchfield Road, Goodyear, AZ

Districts: 1, 8 and Out of City

Responsible Department
This item is submitted by Deputy City Manager Frank McCune and the Aviation
Department.








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Phoenix Deer Valley Airport Terminal Modernization - Professional Services -
AV31000100 (Ordinance S-52828) - District 1

Request to authorize the City Manager, or his designee, to enter into an agreement
with DWL Architects-Planners, Inc. to provide professional services that include design
and possible construction administration and inspection for the Phoenix Deer Valley
Airport Terminal Modernization project. Further request to authorize execution of
amendments to the agreement as necessary within the City Council-approved
expenditure authority as provided below, and to authorize the City Controller to
disburse all funds related to this item. The fee for services will not exceed $850,000.

Additionally, request to authorize the City Manager, or his designee, to take all action
as required and appropriate to execute all design and construction agreements,
licenses, permits, and requests for utility services related to the development, design
and construction of the project. Such utility services include electrical, water, sewer,
natural gas, telecommunication, cable television, and railroads and other modes of
transportation. Further request the City Council to grant an exception to Phoenix City
Code section 42-20 to include indemnification and assumption of liability provisions
that otherwise would be prohibited by Phoenix City Code section 42-18.

Summary
The purpose of this project is to modernize the existing 18,000 square foot, two-level
terminal building at the Phoenix Deer Valley Airport.

DWL Architects-Planners, Inc.'s services include providing architectural and
engineering design that includes terminal lobby improvements and reconfiguring
airport operations space, outdoor patio, and observation area improvements, overall
architectural, and aesthetic modifications and space planning enhancements.

Procurement Information
The selection was made using a qualifications-based selection process set forth in
section 34-603, Arizona Revised Statutes (A.R.S.). According to section 34-603(H),
A.R.S., the City may not publicly release information on proposals received or the
scoring results until an agreement is awarded. Ten firms submitted proposals and are
listed below.




Selected Firm
Rank 1: DWL Architects-Planners, Inc.

Additional Proposers
Rank 2: Mead and Hunt, Inc.
Rank 3: Corgan Associates, Inc.
Rank 4: SmithGroup, Inc.
Rank 5: LEA-Architects, Inc.
Rank 6: HDR Engineering, Inc.
Rank 7: Bureau Veritas North America, Inc.
Rank 8: The Lamar Johnson Collaborative, Inc.
Rank 9: Hobbs + Black Associates, Inc.
Rank 10: ADM Group, Inc.

Contract Term
The term of the agreement is five years from the issuance of the Notice to Proceed.
Work scope identified and incorporated into the agreement prior to the end of the term
may be agreed to by the parties and work may extend past termination of the
agreement. No additional changes may be executed after the end of the term.

Financial Impact
The agreement value for DWL Architects-Planners, Inc. will not exceed $850,000,
including all subconsultant and reimbursable costs.

Funding is available in the Aviation Department's Capital Improvement Program
budget. The Budget and Research Department will separately review and approve
funding availability prior to execution of any amendments. Payments may be made up
to agreement limits for all rendered agreement services, which may extend past
termination of the agreement.

Location
702 W. Deer Valley Road
Council District: 1

Responsible Department
This item is submitted by Deputy City Managers Frank McCune and Amber
Williamson, the Aviation Department and the City Engineer.








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Parking Access Revenue Control System Maintenance and Technical Support
Contract - RFA 16-016 - Amendment (Ordinance S-52831) - District 8

Request to authorize the City Manager, or his designee, to execute an amendment to
Contract 142643 with Scheidt & Bachmann USA, Inc. to extend the term of the
Contract. Further request to authorize the City Controller to disburse all funds related
to this item. Further request to authorize the City Manager, or his designee, to make
additional expenditures under the Contract that will not exceed $7,425,814.

Summary
The Contract provides ongoing maintenance and technical support of the Parking
Access Control System (PARCS). Parking is the largest non-aeronautical revenue
source at Phoenix Sky Harbor International Airport and the PARCS is the underlying
technology that facilitates that operation. The PARCS supports the operation of 12
parking facilities with approximately 32,000 parking spaces. During calendar year
2025, the PARCS processed approximately 3.3 million parking transactions and
generated more than $159 million in revenue. Extension of the term of the Contract is
critical for providing uninterrupted parking system operations, protecting critical
revenue, and providing the time needed to complete a thorough market assessment
and develop informed recommendations on whether the PARCS should be
modernized further or replaced entirely.

This item has been reviewed and approved by the Information Technology Services
Department.

Contract Term
Upon approval, the extension of the term of the Contract will begin on June 1, 2026,
for an initial two-year term with three one-year options to extend the term for an
aggregate five-year term. The options may be exercised at the sole discretion of the
Aviation Director.

Financial Impact
Upon approval of $7,425,814 in additional funds, the revised total cost of the Contract
will not exceed $20,237,814 for the current and extended term of the Contract. Funds
are available in the Aviation Department’s budget.




Concurrence/Previous Council Action
The City Council previously reviewed this request:
· Parking Access Revenue Control System Maintenance and Technical Support
Contract 142643 - Amendment (Ordinance S-47501) on April 21, 2021.
· RFA 16-016 PARCS - Requirements Contract - (Ordinance S-42546) on May 18,
2016.

Location
Phoenix Sky Harbor International Airport, 2485 E. Buckeye Road
Council District: 8

Responsible Department
This item is submitted by Deputy City Manager Frank McCune and the Aviation
Department.








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Airfield Lighting Hardware Supplies - IFB 26-0222 - Request for Award
(Ordinance S-52813) - Districts 1, 8 & Out of City

Request to authorize the City Manager, or his designee, to execute a contract with
GBA Components, L.L.C. to provide airfield lighting hardware supplies for the Aviation
Department. Further request to authorize the City Controller to disburse all funds
related to this item. The total cost of the contract will not exceed $250,000.

Summary
The contract will supply airfield lighting hardware, including low-corrosion, coated
carbon steel bolts used to secure lighting fixtures across the taxiways and runways at
Phoenix Sky Harbor International Airport, Phoenix Deer Valley Airport, and Phoenix
Goodyear Airport on an as-needed basis. These specialized bolts are resistant to
corrosion and seizing and they withstand forces generated by aircraft tires braking on
in-pavement light fixtures that meet or exceed the recommendations for the Federal
Aviation Administration (FAA) Brief No. 83A and the requirements in the FAA Advisory
Circulars.

Procurement Information
An Invitation for Bid procurement was processed according to City of Phoenix
Administrative Regulation 3.10.

One vendor submitted a bid that was deemed responsive to posted specifications and
responsible to provide the required goods and services. Following an evaluation based
on price, the procurement officer recommends award to the following vendor:

Selected Bidder
GBA Components, L.L.C.

Contract Term
The five-year term of the contract will begin on or about June 1, 2026. There are no
options to extend the term.

Financial Impact
The cost of the contract will not exceed $250,000 over the five-year term of the



contract. Funding is available in the Aviation Department's Operating budget.

Location
Phoenix Sky Harbor International Airport, 2485 E. Buckeye Road
Phoenix Deer Valley Airport, 702 W. Deer Valley Road
Phoenix Goodyear Airport, 1658 S. Litchfield Road, Goodyear, AZ

Council Districts: 1, 8, and Out of City

Responsible Department
This item is submitted by Deputy City Manager Frank McCune and the Aviation
Department.








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New Ground Lease for Exclusive Use Ramp Space for United Parcel Service, Inc.
at Phoenix Sky Harbor International Airport (Ordinance S-52822) - District 8

Request to authorize the City Manager, or his designee, to enter into a ground lease
agreement (Lease) with United Parcel Services, Inc. (UPS) to lease approximately
46,000 square feet of exclusive-use ramp space for cargo processing in the South Air
Cargo facility at Phoenix Sky Harbor International Airport (PHX). The term of the Lease
will be five years with three, one-year options to extend the term at the sole discretion
of the Aviation Director.

Summary
Currently, UPS leases 47,385 square feet of cargo space in the South Air Cargo facility
at PHX. To increase its cargo processing capacity, UPS exclusively uses trade fixtures
installed by UPS on the South Air Cargo ramp for cargo operations. The Lease will
provide UPS with approximately 46,000 square feet of exclusive ramp space around
UPS’s trade fixtures for processing its cargo.

Contract Term
The Lease will begin on or about May 6, 2026, and will have a term of five years with
three, one-year options to extend the term at the sole discretion of the Aviation
Director.

Financial Impact
The first year's annual rent will be approximately $53,820 ($1.17 per square foot), plus
applicable taxes. Rent will be adjusted annually based on the Phoenix-Mesa-
Scottsdale Consumer Price Index or three percent, whichever is greater. Total revenue
anticipated over the term of the Lease will be approximately $487,586, if all options to
extend are exercised.

Location
Phoenix Sky Harbor International Airport, 2485 E. Buckeye Road.
Council District: 8






Responsible Department
This item is submitted by Deputy City Manager Frank McCune and the Aviation
Department.








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Request to Issue Request for Proposals for Bus Operations Control Center and
Data Collection Services - Citywide

Request to authorize the City Manager, or his designee, to issue a Request for
Proposals (RFP) for Bus Operations Control Center and Data Collection Services.

Summary
The Public Transit Department's Bus Operations Control Center (OCC) manages
Phoenix's fixed-route bus fleet using the regional computer aided dispatch/automatic
vehicle locator (CAD/AVL) system. The OCC performs several regional functions,
including: transit data collection, transit system monitoring and reporting, creation of
public service and bus stop announcements, fare box collection and system reporting,
CAD/AVL system training for other agencies, and development of operational reports.

The OCC’s data collection function compiles operational data for route planning and as
required by the Federal Transit Administration's National Transit Database (NTD)
Program. Ridership data gathered as a result of the OCC’s data collection function is
provided to the NTD and is used in apportioning federal transit funds to the City of
Phoenix. Other functions performed by the OCC include notifying transit stakeholders
of real-time incidents, serving as the primary contact for requests from public safety
departments, and investigating incidents for City staff, local police departments, Valley
Metro customer service, and transit operations contractor personnel. The OCC also
coordinates bus bridging for the light rail system during service outages.

The existing contract for Bus Operations Control Center and Data Collection Services
is currently in the final two-year extension and will expire on June 30, 2027. This
request is to issue an Request for Proposal (RFP) for a new contract.

Procurement Information
The Public Transit Department will issue an RFP for a fixed-price contract conducted in
compliance with City Code. Respondents deemed responsive and responsible will be
evaluated based on the following proposed evaluation criteria, with a maximum of
1,000 possible points:

· Qualifications, expertise, and experience: 250


· Proposed organizational structure: 200
· Understanding the Scope of Work and Transition Plan: 250
· Total Price: 300

The Public Transit Department intends to issue the RFP and award by late 2026. The
City's Transparency Policy will be in effect upon release of the RFP and throughout the
solicitation process.

Contract Term
The term of the Bus OCC and Data Collection Services contract will be five years
beginning on our about July 1, 2027, with one additional two-year option to extend at
the City's discretion.

The total seven-year contract term provides known costs as Phoenix continues
implementing the T2050 plan, and allows the contractor to spread fixed and capital
costs over a longer period, resulting in lower cost proposals to the City. The two-year
extension option will be exercised only if it is in the City's best interest to do so and the
contractor has performed satisfactorily during the five-year base period.

Financial Impact
Funds are available in the Public Transit Department's budget.

Concurrence/Previous Council Action
On March 26, 2026, the Citizens Transportation Commission recommended approval
of this item by a vote of 8-0.

On April 15, 2026, the Transportation, Infrastructure, and Planning Subcommittee
recommended approval of this item by a vote of 4-0.

Responsible Department
This item is submitted by Deputy City Manager Amber Williamson and the Public
Transit Department.








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Request to Issue a Request for Proposals for North and South Fixed Route
Transit (Bus) Service Operations - Citywide

Request to authorize the City Manager, or his designee, to authorize the Public Transit
Department to issue a Request for Proposals (RFP) for fixed route transit (bus)
services operated from the City-owned North and South transit facilities.

Summary
Approximately 70 percent of Phoenix’s fixed-route bus services operates out of two
primary facilities: the North Transit Facility located at 19th Avenue and Desert Cove,
and the South Transit Facility located at 22nd Avenue and Lower Buckeye Road.
Together, these facilities support a combined fleet of 347 buses, including 131 buses
operating out of the North facility and 216 buses out of the South facility. Transit
services at these facilities include 27 local routes, six RAPID routes, and three
Neighborhood Circulators.

The North Transit Facility houses transit fleet vehicles, as well as various buildings for
the contractor to use for administration and operations, including vehicle maintenance,
facility maintenance, bus fueling, and bus washing. The South Transit Facility also
houses vehicles and provides operations and vehicle maintenance facilities, as well as
serving as the contractor’s main administrative offices, safety and training rooms, and
bus and road supervisor dispatching.

The joint fleet from these yards provides service on 36 routes throughout the region,
comprising approximately 15 million service miles per year and serving an average of
two million passengers per month. The routes operated under the current contract
include some of the region’s busiest, including Route 19 (19th Avenue), Route 35 (35th
Avenue), Route 50 (Camelback Road), and Route 70 (24th Street/Glendale Avenue).
The current contractor employs approximately 985 local staff to operate, maintain, and
administer this contract on behalf of the City.

The current contract for fixed-route transit service for the North and South yards
expires on June 30, 2027. This request is to issue a Request for Proposal (RFP) for a
new contract.




Procurement Information
The Public Transit Department will issue an RFP for a fixed-price contract conducted in
compliance with City Code as well as Federal Transit Administration (FTA)
requirements. Respondents deemed responsive and responsible will be evaluated
based on the following proposed evaluation criteria, with a maximum of 1,000 possible
points:

· Qualifications, expertise, and experience: 250 points
· Proposed management and personnel: 200 points
· Understanding of work scope and transition plan: 250 points
· Price: 300 points

The Public Transit Department intends to issue the RFP in early summer of 2026, with
an award recommendation slated for early 2027. The City's Transparency Policy will
be in effect upon release of the RFP and throughout the solicitation process.

Contract Term
The term of the new North and South Fixed Route Transit contract will be for five years
beginning on or about July 1, 2027, with one additional two-year option to extend at
the City’s discretion. The total seven-year contract term provides known costs as
Phoenix continues implementing the T2050 plan, and allows the contractor to spread
fixed and capital costs over a longer period, which results in lower cost proposals to
the City. The two-year extension option will be exercised only if it is in the City’s best
interest to do so and the contractor has performed satisfactorily during the five-year
base period.

Financial Impact
The resultant contract will be funded with T2050, federal, and regional funds.

Concurrence/Previous Council Action
On March 26, 2026, the Citizens Transportation Commission recommended approval
of this item by a vote of 8-0.

On April 15, 2026, the Transportation, Infrastructure, and Planning Subcommittee
recommended approval of this item by a vote of 4-0.

Responsible Department
This item is submitted by Deputy City Manager Amber Williamson and the Public
Transit Department.






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Operations, Maintenance and Monitoring of the Landfill Gas Collection Control
System Contract - RFP 27-SWDD-006 - Request for Award (Ordinance S-52821) -
Districts 1, 3, 7, 8 & Out of City

Request to authorize the City Manager, or his designee, to enter into a contract with
Tetra Tech BAS, Inc. to provide operations, maintenance and monitoring of the landfill
gas control system for the Public Works Department. Further request to authorize the
City Controller to disburse all funds related to this item. The total value of the contract
will not exceed $45 million.

Summary
The contract will provide services for the City's SR85 Landfill and five closed landfills
including, but not limited to: monitoring the landfill surface for landfill gas in accordance
with Title 40 of the Code of Federal Regulations; report findings; operate the landfill
gas collection and destruction systems; and provide maintenance for the collection and
destruction systems. As needed, the contractor will install new monitoring technology
and collection systems as well as prepare the required reports and permit documents
for the landfills. The contract will also enable the City to maintain compliance with the
Environmental Protection Agency's New Source Performance Standards for pollution
control and the Clean Air Act.

Procurement Information
Request for Proposal (RFP) 27-SWDD-006 was processed in accordance with City of
Phoenix Administrative Regulation 3.10. Three proposals were received by the
Finance Department on December 1, 2025. The evaluation committee, consisting of
City staff and external subject matter experts, evaluated offers based on the following
criteria: Qualifications and Experience (400 points), Transition Start-Up and Close Out
Plans (300 points), Price (200 points) and Reporting (100 points) for a total of 1000
points.

After reaching consensus, the evaluation committee recommends Tetra Tech BAS, Inc.
for contract award as the best value to the City based on the following consensus
scores, and responsive and responsible offeror:

Tetra Tech BAS, Inc. - 861.0 points



SCS Engineers - 759.4 points
Rummel Construction - 738.2 points

Contract Term
The contract will begin on or about July 1, 2026, for a six-year term with two (2) two-
year options to extend.

Financial Impact
The aggregate contract value will not exceed $45 million.

Funding is available in the Public Works Department's Capital Improvement Program
budget.

Location
Skunk Creek Closed Landfill, 3165 West Happy Valley Road
Council District: 1
Deer Valley Closed Landfill, 15202 North 19th Avenue
Council District: 3
27th Avenue Closed Landfill, 3060 South 27th Avenue
Council District: 7
19th Avenue Closed Landfill Cell A,1701 West Lower Buckeye Road
Council District: 8
19th Avenue Closed Landfill Cell A-1, 3850 South 15th Avenue
Council District: 8
Del Rio Closed Landfill, 1150 East Elwood Street
Council District: 8
SR85 Open Landfill, 28361 West Patterson Road, Buckeye, AZ
Council District: Out of City

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the Public Works
Department.








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McDowell Road: 83rd Avenue to 91st Avenue and Lower Buckeye Road Fiber
Transportation Enhancement - Design-Bid-Build Services - ST89360039
(Ordinance S-52823) - District 7

Request to authorize the City Manager, or his designee, to accept The Fishel
Construction Company (FN) as the lowest-priced, responsive and responsible bidder
and to enter into an agreement with The Fishel Construction Company (FN) for Design
-Bid-Build Services for the McDowell Road: 83rd Avenue to 91st Avenue and Lower
Buckeye Road Fiber Transportation Enhancement project. Further request to authorize
the City Controller to disburse all funds related to this item. The fee for services will not
exceed $1,932,366.36.

Summary
The purpose of this project is to install approximately four miles of fiber and conduit
infrastructure. The project will connect to the existing City of Phoenix and City of
Tolleson infrastructure with a direct fiber connection to coordinate during non-recurring
congestion and provide an agency-to-agency communication path for the City of
Tolleson to connect to the Regional Community Network. The project will implement a
reliable communication to connect Maricopa County fiber infrastructure and traffic
signals and connect to the City of Phoenix and City of Tolleson's traffic signals to
extend all three agencies real-time traffic management capabilities. The project will
also provide a dependable connection to Arizona Department of Transportation fiber.

The Fishel Construction Company (FN)'s services include, but are not limited to:
furnishing and installing conduit, pull boxes, bonding and grounding systems, fiber
optic cable systems, cable tray systems, excavation, backfill, compaction of directional
drilling and jack and bore pits, and locating existing conduit when new is to be
intercepted with existing.

Procurement Information
The selection was made using an Invitation for Bids procurement process set forth in
section 34-201 of the Arizona Revised Statutes. Five bids were received on February
17, 2026, and were sent to the Equal Opportunity Department for review to determine
subcontractor eligibility and contractor responsiveness.




The Opinion of Probable Cost and the five lowest responsive, responsible bidders are
listed below:

Opinion of Probable Cost: $1,818,251.25
The Fishel Construction Company (FN): $1,756,696.69
B&F Contracting, Inc.: $1,918,797.88
MP Nexlevel LLC: $3,447,597.10
William Charles Construction: $2,963,128.65
Desert Services Information, Inc. $3,206,863.74

The bid award amount is within the total budget for this project.

Due to volatile material costs and increased labor prices in the construction industry, a
10 percent contingency is being requested to allow for project uncertainties. The initial
contract will be executed at the bid amount of $1,756,696.69. Use of the 10 percent
contingency above the amount will not be allowed without prior written approval of the
Street Transportation Department Director and the City Engineer.

Contract Term
The term of the agreement is 300 calendar days from issuance of the Notice to
Proceed. Work scope identified and incorporated into the agreement prior to the end of
the term may be agreed to by the parties, and work may extend past the termination of
the agreement. No additional changes may be executed after the end of the term.

Financial Impact
The agreement value for The Fishel Construction Company (FN) will not exceed
$1,932,366.36, including all subcontractor and reimbursable costs.

This project will utilize federal funds and is subject to the requirements of 49 Code of
Federal Regulations Part 26 and the U.S. Department of Transportation. Funding is
available in the Street Transportation Department's Capital Improvement Program
budget. The Budget and Research Department will separately review and approve
funding availability prior to execution of any amendments. Payments may be made up
to agreement limits for all rendered agreement services, which may extend past the
agreement termination.

Location
83rd Avenue to 91st Avenue and Lower Buckeye Road
Council District: 7




Responsible Department
This item is submitted by Deputy City Managers Frank McCune and Amber
Williamson, the Street Transportation Department and the City Engineer.








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Intergovernmental Agreement with Maricopa County Department of
Transportation to Improve Southern Avenue from 51st Avenue to 37th Lane -
Amendment No. 1 (Ordinance S-52815) - District 7

Request to authorize the City Manager, or his designee, to amend the
Intergovernmental Agreement (IGA) with the Maricopa County Department of
Transportation (MCDOT) to improve Southern Avenue from 51st Avenue to 37th Lane.
Further request the City Council to grant an exception pursuant to Phoenix City Code
Section 42-20 to authorize indemnification and assumption of liability provisions that
otherwise would be prohibited by Phoenix City Code Section 42-18. Further request
the City Controller to disburse all funds related to this item. The total estimated
financial impact to the City is $16,895,907.50.

Summary
Southern Avenue from 51st Avenue to 37th Lane is a scalloped east-west arterial
roadway with various pavement sections, including discontinuous curb, gutter, and
sidewalks. The County currently maintains and operates Southern Avenue from 49th
Lane to 46th Drive and 46th Avenue to 44th Lane. The remainder of the road segment
is maintained and operated by the City. The project improvements will include asphalt
concrete paving with a raised median, bike lanes, curb and gutter, sidewalks, a bus
bay, conduit, traffic signals, street lighting, and new storm drains consistent with the

MCDOT will be the project lead and is scheduled to begin construction in July 2026.
Upon completion and final acceptance of the project, the City will accept responsibility
for all permitting, operation, maintenance, and traffic control until the City's annexation
process is complete.

The amendment will document schedule updates, cost sharing, and additional
responsibilities not specified in the original agreement. MCDOT required a revision to
their five-year Capital Improvement Program, and moved construction of this project to
fiscal year 2027.

Contract Term
The agreement will be effective on the date it is executed by all the governing



organizations and shall remain in effect until all stipulations previously indicated have
been satisfied.

Financial Impact
The total estimated City contribution is $16,895,907.50 or 50 percent of the total, which
is estimated at $33,791,815. The City will begin a five-year repayment plan for its cost
share on July 1, 2026, $3,379,181.50 each fiscal year through July 1, 2030. Funding is
available in the Street Transportation Department's Capital Improvement Program.

Concurrence/Previous Council Action
The City Council previously approved the IGA with MCDOT to improve Southern
Avenue from 51st Avenue to 37th Lane (Ordinance S-48973) on September 7, 2022.

Location
Southern Avenue from 51st Avenue to 37th Lane.
Council District: 7

Responsible Department
This item is submitted by Deputy City Manager Frank McCune and the Street
Transportation Department.








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Request to Amend and Reinstate a Joint Funding Agreement with United States
Geological Survey for Water Study (Ordinance S-52817) - District 2

Request to authorize the City Manager, or his designee, to amend and reinstate a Joint
Funding Agreement (JFA), Contract 151138 with the United States Geological Survey
(USGS), to conduct a micro gravity survey of groundwater in the City's northeast
aquifer. Further request to authorize the City Controller to disburse all funds related to
this item. The project is projected to cost $329,064; the USGS will contribute an
amount not to exceed $164,500 and the City will contribute an amount not to exceed
$164,564.

Summary
The purpose of the investigation is to establish the background gravity field and
conduct future, repeat measurements over time to assess gravity changes attributed to
the City's Aquifer Storage & Recovery (ASR) well operations. Upon establishing the
baseline network and completing the repeat micro gravity measurements, the USGS
will process and analyze the data to produce maps of the gravity and aquifer changes.
USGS will compile the data and maps and then prepare a summary report for the City.
The survey results will assist the City in making decisions regarding its groundwater
ASR program for a more resilient water resource portfolio.

This amendment and reinstatement is necessary because of an existing federal
agreement to expand the geographic area and duration of the study and to create one
final report of the study results. This amendment and reinstatement will provide
additional funds and add time to the agreement.

Background
The City originally entered into this JFA with USGS in 2019. The JFA had a term of
three years with two one-year options to extend, which expired on September 30,
2024. This requested amendment and reinstatement would reinstate that original JFA,
retroactively governed by its terms any performance that occurred during the lapse in
contract effectiveness, and amend the JFA to include an additional three-year term,
with two additional one-year options to extend.

The USGS provides scientific research in water resource management and has



specialized expertise in assessing aquifer water conditions by measuring changes in
the earth's gravitational field over time. The USGS has conducted numerous
microgravity surveys and is an expert in this scientific method. Under this reinstated
joint funding agreement, USGS would continue to use this method for a water study in
the Northeast Aquifer of the City, where most of the current and future water storage
will take place using the City's ASR wells.

Contract Term
This amendment to JFA will be for an extension of three years, with two additional one-
year options to extend.

Financial Impact
The total amount awarded in 2019 was $465,800, for which the City contributed
$250,800 and USGS contributed $215,000.

The additional cost from this amendment is projected to be $329,064, for which the
City will contribute an amount not to exceed $164,564 and USGS will contribute an
amount not to exceed $164,500.

The total aggregate cost for the program is $794,864, for which the City will contribute
$415,364 and USGS will contribute $379,500.

Funding for this project is available in the Water Services Department's Capital
Improvement Program budget.

Concurrence/Previous Council Action
The City Council approved USGS JFA Water Study Contract 151138 (Ordinance S-
46085) on October 16, 2019.

Location
Various locations.
Council District: 2

Responsible Department
This item is submitted by Assistant City Manager Ginger Spencer and the Water
Services Department.








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Northern Avenue Sewer Relief - Engineering Services - WS90500316 (Ordinance
S-52816) - Districts 1 & 5

Request to authorize the City Manager, or his designee, to enter into an agreement
with Consor North America, Inc. to provide Engineering Services that include study,
design, and possible construction administration and inspection (CA&I) services for the
Northern Avenue Sewer Relief project. Further request to authorize execution of
amendments to the agreement as necessary within the Council-approved expenditure
authority as provided below, and for the City Controller to disburse all funds related to
this item. The fee for services will not exceed $1,291,000.

Additionally, request to authorize the City Manager, or his designee, to take all action
as may be necessary or appropriate and to execute all design and construction
agreements, licenses, permits, and requests for utility services related to the
development, design, and construction of the project. Such utility services include, but
are not limited to: electrical, water, sewer, natural gas, telecommunication, cable
television, railroads, and other modes of transportation. Further request that the City
Council to grant an exception to Phoenix City Code 42-20 to authorize inclusion in the
documents pertaining to this transaction of indemnification and assumption of liability
provisions that otherwise should be prohibited by Phoenix City Code 42-18. This
authorization excludes any transaction involving an interest in real property.

Summary
The purpose of this project is to review and manage the capacity of Phoenix’s
wastewater collection system to avoid sanitary sewer overflows. Managing capacity is
a basic tenet of the City’s Capacity Management, Operations, and Maintenance
Program. The primary trigger for identifying capacity concerns is when the City’s
sanitary sewer model indicates that sewer segments are flowing at or above 80
percent of the maximum capacity during peak dry weather conditions.

Consor North America's services include, but are not limited to: conducting a corridor
and alignment study for the Relief Sewer Project; presenting the recommended results
to the City for discussion and selection; performing a sewer capacity analysis;
determining and assisting in obtaining any required easements and licenses;
coordinating with the City of Phoenix Real Estate Division; performing data collection



and field survey; performing utility investigations and coordination to prevent conflicts
with final design; performing detailed geotechnical investigations; providing public
information services; preparing design concept report and design documents including
technical specifications, special provisions, and drawings for constructing the Relief
Sewer Project; preparing preliminary and final construction cost estimates; preparing
project schedules and holding progress meetings and workshops; coordinating with
the City of Phoenix Street Transportation Department and other outside agencies;
assisting City as needed in any required environmental, cultural surveys, and in
obtaining any required local, county, state, or national permits and approvals; providing
bid phase assistance including answering bidder questions and preparing addenda;
and conducting bid evaluation and making recommendations to the City on
acceptance of the lowest responsive, responsible bidder.

Procurement Information
The selection was made using a qualifications-based selection process set forth in
section 34-603 of the Arizona Revised Statutes (A.R.S.). In accordance with A.R.S.
section 34-603(H), the City may not publicly release information on proposals
received, including the scoring results until, an agreement is awarded. Four firms
submitted proposals and are listed below.

Selected Firm
Rank 1: Consor North America, Inc.

Additional Proposers
Rank 2: Entellus, Inc.
Rank 3: Strand Associates, Inc.
Rank 4: Burgess & Niple, Inc.

Contract Term
The term of the agreement is five years from the issuance of the Notice to Proceed.
Work scope identified and incorporated into the agreement prior to the end of the term
may be agreed to by the parties, and work may extend past the termination of the
agreement. No additional changes may be executed after the end of the term.

Financial Impact
The agreement value for Consor North America, Inc. will not exceed $1,291,000,
including all subconsultant and reimbursable costs.

Funding is available in the Water Services Department's Capital Improvement Program
budget. The Budget and Research Department will separately review and approve
funding availability prior to execution of any amendments. Payments may be made up


to the agreement limits for all rendered agreement services, which may extend past
the agreement termination.

Location
Northern Avenue and North 35th Avenue
Council Districts: 1 and 5

Responsible Department
This item is submitted by Assistant City Manager Ginger Spencer, Deputy City
Manager Amber Williamson, the Water Services Department and the City Engineer.








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Deer Valley Water Treatment Plant Finished Water Pump Station and Chemical
Facility Rehabilitation and Refurbishment - Construction Manager at Risk
Construction Services Amendment - WS85100050, WS85100056, and
WS85263300 (Ordinance S-52824) - District 1

Request to authorize the City Manager, or his designee, to execute an amendment to
Agreement 156994 with PCL Construction, Inc. to provide additional Construction
Manager at Risk Construction Services for the Deer Valley Water Treatment Plant
Finished Water Pump Station and Chemical Facility Rehabilitation and Refurbishment
project. Further request to authorize execution of amendments to the agreement as
necessary within the Council-approved expenditure authority as provided below, and
for the City Controller to disburse all funds related to this item. The additional fee for
services included in this amendment will not exceed $3.5 million.

Summary
The purpose of this project is to replace the existing finished water pump station
(FWPS) at the Deer Valley Water Treatment Plant (DVWTP) to provide resiliency for
the water system and increase the plant's pumping capacity to supplement water in
the northern portions of Phoenix's water service area. The City of Phoenix Water
Services Department completed a study that identified infrastructure improvements to
move water in the distribution system, as needed, in the event there are restrictions
placed on Colorado River water delivered through the Central Arizona Project (CAP).
The City of Phoenix treats CAP water at the Union Hills and Lake Pleasant WTPs,
which supply water to north Phoenix. Following completion of the project, the new
pump station at the DVWTP will be able to augment water supply in areas that have
typically received water from the City's CAP plants. In order to replace the FWPS, it
will be necessary to move the existing chemical storage and feed facilities at the
FWPS. The first phase of the project includes the relocation and demolition of the
chemical facilities which has been completed. The second phase includes construction
of the new FWPS which is approximately 50 percent completed.

This amendment is necessary because of miscellaneous unforeseen onsite and
changing market conditions during construction.This amendment will provide additional
funds to the agreement.




Contract Term
The term of the agreement will remain unchanged. Work scope identified and
incorporated into the agreement prior to the end of the term may be agreed to by the
parties, and work may extend past the termination of the agreement. No additional
changes may be executed after the end of the term.

Financial Impact
The initial agreement for Construction Manager at Risk (CMAR) Services was
approved for an amount not to exceed $85 million, including all subcontractor and
reimbursable costs. This amendment will increase the agreement by an additional $3.5
million, for a new total amount not to exceed $88.5 million, including all subcontractor
and reimbursable costs.

Funding is available in the Water Services Department's Capital Improvement Program
budget. The Budget and Research Department will separately review and approve
funding availability prior to execution of any amendments. Payments may be made up
to agreement limits for all rendered agreement services, which may extend past the
agreement termination.

Concurrence/Previous Council Action
The City Council approved:
· Engineering Services Agreement 148954 (Ordinance S-45172) on December 5,
2018.
· CMAR Preconstruction Services Agreement 155880 (Ordinance S-48329) on
February 16, 2022.
· CMAR Construction Services Agreement 156994 (Ordinance S-48933) on August
31, 2022.

Location
Deer Valley Water Treatment Plant
Council District: 1

Responsible Department
This item is submitted by Assistant City Manager Ginger Spencer, Deputy City
Manager Amber Williamson, the Water Services Department and the City Engineer.








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North Gateway Advanced Water Purification Facility - Engineering Services -
WS85090005 and WS90320008 (Ordinance S-52826) - District 2

Request to authorize the City Manager, or his designee, to enter into an agreement
with Carollo Engineers, Inc. to provide Engineering Services that include: study,
design, program management, and possible construction administration and inspection
services for the North Gateway Advanced Water Purification Facility project. Further
request to authorize execution of amendments to the agreement as necessary within
the Council-approved expenditure authority as provided below, and for the City
Controller to disburse all funds related to this item. The fee for services will not exceed
$80 million.

Additionally, request to authorize the City Manager, or his designee, to take all action
as may be necessary or appropriate and to execute all design and construction
agreements, licenses, permits, and requests for utility services related to the
development, design and construction of the project. Such utility services include, but
are not limited to: electrical, water, sewer, natural gas, telecommunication, cable
television, railroads and other modes of transportation. Further request the City
Council to grant an exception to Phoenix City Code 42-20 to authorize inclusion in the
documents pertaining to this transaction of indemnification and assumption of liability
provisions that otherwise should be prohibited by Phoenix City Code 42-18. This
authorization excludes any transaction involving an interest in real property.

Summary
The purpose of this project is to design an Advanced Water Purification Facility that will
consist of a water reclamation plant to produce Class A+ non-potable reclaimed water
and a multiple barrier advanced water purification facility to produce potable water. The
facility is planned to support growth and development, along with planning for drought
and best management of water resources. In addition, this project may include off-site
water and sewer infrastructure improvements that will be required to supplement the
construction of the proposed facility.

Carollo Engineers, Inc.’s services include, but are not limited to: developing conceptual
designs, delineating potential site layouts, and confirming feasibility of key process
areas; analyzing available data and planning information; projecting flows and



wastewater quality; developing a comprehensive set of contract documents including
construction plans and specifications adhering to current City standards, regulatory
guidelines, and requirements; providing design services including agency coordination
preparation of preliminary, pre-final and final plans and consultation regarding the
construction manager at risk (CMAR) models and final cost proposal; providing
engineering and resident services during construction, such as: survey, material,
testing, preparing record drawings, project documents and operation and maintenance
manuals, field administration, and on-site inspection, and reviewing and providing
recommendations regarding cost models, guaranteed maximum price documents
provided by the CMAR.

Procurement Information
The selection was made using a qualifications-based selection process set forth in
section 34-603 of the Arizona Revised Statutes (A.R.S.). In accordance with A.R.S.
section 34-603(H), the City may not publicly release information on proposals
received, including the scoring results, until an agreement is awarded. Four firms
submitted proposals and are listed below.

Selected Firm
Rank 1: Carollo Engineers, Inc.

Additional Proposers
Rank 2: Black & Veatch Corporation
Rank 3: Stantec Consulting Services Inc.
Rank 4: Water Works Engineers, LLC

Contract Term
The term of the agreement is five years from the issuance of the Notice to Proceed.
Work scope identified and incorporated into the agreement prior to the end of the term
may be agreed to by the parties, and work may extend past the termination of the
agreement. No additional changes may be executed after the end of the term.

Financial Impact
The agreement value for Carollo Engineers, Inc. will not exceed $80 million, including
all subconsultant and reimbursable costs.

Funding is available in the Water Services Department's Capital Improvement Program
budget. The Budget and Research Department will separately review and approve
funding availability prior to execution of any amendments. Payments may be made up
to agreement limits for all rendered agreement services, which may extend past the
agreement termination.



Location
North of Loop 101
Council District: 2

Responsible Department
This item is submitted by Assistant City Manager Ginger Spencer, Deputy City
Manager Amber Williamson, the Water Services Department and the City Engineer.








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Cave Creek and Lone Mountain Waterline Connection - Construction Manager at
Risk Services Amendment - WS85100032 (Ordinance S-52844) - District 2

Request to authorize the City Manager, or his designee, to execute an amendment to
Agreement 155550 with Garney Companies, Inc. to provide additional Construction
Manager at Risk Construction Services for the Cave Creek and Lone Mountain
Waterline Connection project. Further request to authorize execution of amendments
to the agreement as necessary within the Council-approved expenditure authority as
provided below, and for the City Controller to disburse all funds related to this item.
The additional fee for services included in this amendment will not exceed $2 million.

Summary
The purpose of this project is to construct approximately one mile of new waterline to
connect between existing infrastructure south of Carefree Highway and the new 10A-
B1 Booster Pump Station (BPS). Approximately one mile of new waterline will also be
constructed along Lone Mountain Road for system resiliency when the BPS is
operational.

This amendment is necessary because of unforeseen field conditions along Lone
Mountain Road requiring additional spending authority and time. This amendment will
provide additional funds and time to the agreement.

Contract Term
The term of the agreement amendment is one year from the issuance of the
amendment Notice to Proceed. Work scope identified and incorporated into the
agreement prior to the end of the term may be agreed to by the parties, and work may
extend past the termination of the agreement. No additional changes may be executed
after the end of the term.

Financial Impact
· The initial agreement for Construction Manager at Risk Services was approved for
an amount not to exceed $14,050,000, including all subcontractor and reimbursable
costs.
· An amendment increased the agreement by an additional $4,850,000, for a new
total amount not to exceed $18.9 million, including all subcontractor and


reimbursable costs.
· This amendment will increase the agreement by an additional $2 million, for a new
total amount not to exceed $20.9 million, including all subcontractor and
reimbursable costs.

Funding for this amendment is available in the Water Services Department's Capital
Improvement Program budget. The Budget and Research Department will separately
review and approve funding availability prior to the execution of any amendments.
Payments may be made up to agreement limits for all rendered agreement services,
which may extend past the agreement termination.

Concurrence/Previous Council Action
The City Council approved:
· Construction Manager at Risk Preconstruction Services Agreement 153443
(Ordinance S-47136) on December 2, 2020.
· Construction Manager at Risk Construction Services Agreement 155550 (Ordinance
S-48093) on November 17, 2021.
· Construction Administration and Inspection Services Agreement 156012 (Ordinance
S-48396) on March 23, 2022.
· Amendment to Construction Manager at Risk Construction Services Agreement
155550 (Ordinance S-50592) on February 21, 2024.

Location
Cave Creek Road between Lone Mountain Road and Carefree Highway and Lone
Mountain Road between Cave Creek Road and 56th Street
Council District: 2

Responsible Department
This item is submitted by Assistant City Manager Ginger Spencer, Deputy City
Manager Amber Williamson, the Water Services Department and the City Engineer.








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Padlocks for Water Customer Service - Amendment (Ordinance S-52843) -
Citywide

Request to authorize the City Manager, or his designee, to execute an amendment to
consent to the assignment of Padlocks for Water Customer Service, Contract 155935
with Anderson Lock & Safe, LLC, to Bird & Bug Ventures, LLC dba Anderson Lock &
Safe. No additional funds are needed, request to continue to use Ordinance S-48372.

Summary
The purpose of this amendment is to consent to assign of the agreement with
Anderson Lock & Safe, LLC, to Bird & Bug Ventures, LLC dba Anderson Lock & Safe.
This amendment would allow the Water Services Department (WSD) to continue to
purchase padlocks.

The contract provides weatherproof, laminated, keyed padlocks on an as-needed
basis for the WSD, Water Meter Division.

Contract Term
The contract term is unchanged by the amendment and will run through March 6,
2027.

Financial Impact
There is no requested change to the existing spending authorization for this contract
as part of the amendment.

Concurrence/Previous Council Action
The City Council previously reviewed this request:
· Padlocks for Water Customer Service Contract 155935 (Ordinance S-48375) on
March 2, 2022.

Responsible Department
This item is submitted by Assistant City Manager Ginger Spencer and the Water
Services Department.







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Water Services Utility Document Print, Mail, Archive and Retrieval Services -
Amendment (Ordinance S-52846) - Citywide

Request to authorize the City Manager, or his designee, to execute an amendment to
Contract 143079 with Pinnacle Data Systems LLC to extend the contract term. Further
request to authorize the City Controller to disburse all funds related to this item. No
additional funds are needed, request to continue using ordinance S-42748.

Summary
The purpose of the agreement is to provide utility bill processing, printing and delivery
to approximately 465,000 customers per month, or 22,000 per day, for a yearly
revenue of $850 million dollars for water, sewer, solid waste, taxes, fees and
mandates.

The recent solicitation process was unsuccessful in awarding a new contract, creating
the need for additional time on the current agreement to allow the City of Phoenix
Water Services Department to conduct a competitive procurement process with
sufficient time for the awarded vendor to transition into the City's encrypted VPN tunnel
link without a gap in services.

This item has been reviewed and approved by the Information Technology Services
Department.

Contract Term
Upon approval, the contract will be extended through December 31, 2028.

Financial Impact
The aggregate value of the contract will not exceed $16,695,000 and no additional
funds are needed.

Funding is available in the Water Services Department's Operating budget.

Concurrence/Previous Council Action
The City Council previously approved these requests:
· Water Services Utility Document Print, Mail, Archive and Retrieval Services


Agreement 143079 (Ordinance S-42748) on June 22, 2016.
· Amendment extension (Ordinance S-49706) on May 31, 2023, to extend term until
June 30, 2026.

Responsible Department
This item is submitted by Assistant City Manager Ginger Spencer and the Water
Services Department.








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Sodium Chlorite 25 percent Solution - Amendment (Ordinance S-52840) -
Citywide

Request to authorize the City Manager, or his designee, to execute an amendment to
consent to the assignment of the Sodium Chlorite 25 percent Solution, Contract
164001, with Brenntag Pacific, Inc., to Brenntag Pacific LLC, a disregarded entity of
Brenntag North America LLC. No additional funds are needed, request to continue to
use Ordinance S-52190.

Summary
The purpose of the amendment is to consent to assignment of the agreement with
Brenntag Pacific, Inc., to Brenntag Pacific LLC, a disregarded entity of Brenntag North
America LLC. This amendment would allow the Water Services Department to
continue purchase sodium chlorite 25 percent solution. Sodium chlorite 25 percent
solution is disinfectant used in water treatment plants to produce potable water free
from harmful contaminants and safe for human consumption.

Contract Term
The contract term is unchanged by the amendment and will run through August 3,
2030.

Financial Impact
There is no requested change to the existing spending authorization for this contract
as part of this amendment.

Concurrence/Previous Council Action
The City Council previously reviewed the request:
· Sodium Chloride 25 percent Solution (Ordinance S-52190) on August 27, 2025.

Responsible Department
This item is submitted by Assistant City Manager Ginger Spencer and the Water
Services Department.








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Item text
Apply for Bureau of Reclamation WaterSMART: Large-Scale Water Recycling
Projects Grant (Ordinance S-52841) - District 7

Request to authorize the City Manager, or his designee, to apply for, accept, and, if
awarded, enter into an agreement for disbursement of federal funding from the Bureau
of Reclamation through the WaterSMART: Large-Scale Water Recycling Projects grant
opportunity. If awarded, the funding will support the pilot Advanced Water Purification
(AWP) facility at the 91st Avenue Wastewater Treatment Plant. Further request to
authorize the City Treasurer to accept, and the City Controller to disburse, all funds
related to this item. Funding for this grant opportunity is available through the Federal
Bipartisan Infrastructure Law. The total grant request will not exceed $6 million, with a
local match not to exceed $24 million.

Summary
The Water Services Department (WSD) will submit a grant application to the U.S.
Department of the Interior, Bureau of Reclamation, for a WaterSMART: Large-Scale
Water Recycling Projects grant opportunity to support a water reuse project at the 91st
Avenue Wastewater Treatment Plant. If awarded, WSD would utilize the funds to
construct a pilot Advanced Water Purification (AWP) facility and conduct related
studies in preparation for a full-scale facility. The full-scale facility would provide
Advanced Purified Water to customers in the City of Phoenix and project partners
including the cities of Glendale and Mesa and EPCOR Water Arizona, Inc.

AWP represents a key future drinking water source for the greater Phoenix region.
Grant funding will allow WSD to advance the program and build infrastructure that
supports a reliable and sustainable new water supply for residents and businesses.

This grant opportunity is available to Western U.S. agencies for planning and/or
implementing projects that increase water supply reliability. The application deadline is
May 13, 2026.

Financial Impact
The estimated total cost of the project is approximately $30 million. If awarded, the
federal share would not exceed $6 million (20 percent), with the City providing the
remaining $24 million (80 percent) as the local match.




Location
91st Avenue Wastewater Treatment Plant
Council District: 7

Responsible Department
This item is submitted by Assistant City Manager Ginger Spencer and the Water
Services Department.








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Item text
Hydrochloric (Muriatic) and Citric Acid - Amendment (Ordinance S-52842) -
Citywide

Request to authorize the City Manger, or his designee, to execute an amendment to
consent to the assignment of the Hydrochloric (Muriatic) and Citric Acid, Contract
164696, with Brenntag Pacific, Inc., to Brenntag Pacific LLC, a disregarded entity of
Brenntag North America LLC. No additional funds are needed, request to continue to
use Ordinance S-52529.

Summary
The purpose of the amendment is to consent to assignment of the agreement with
Brenntag Pacific, Inc., to Brenntag Pacific LLC, a disregarded entity of Brenntag North
America LLC. This amendment would allow the Water Services Department to
continue purchasing hydrochloric (muriatic) and citric acid. Hydrochloric (muriatic) and
citric acid is a product the City of Phoenix requires to ensure the delivery of safe
drinking water to residents.

Contract Term
The contract term is unchanged by the amendment and will run through December 31,
2031.

Financial Impact
There is no requested change to the existing spending authorization for this contract
as part of the amendment.

Concurrence/Previous Council Action
The City Council previously reviewed this request:
· Hydrochloric (Muriatic) and Citric Acid (Ordinance S-52529) on January 7, 2026.

Responsible Department
This item is submitted by the Assistant City Manger Ginger Spencer and the Water
Services Department.








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Item text
Abandonment of Right-of-Way - ABND 250004 - 819 W. Madison Street
(Resolution 22370) - District 7

Abandonment: 250004
Project: 17-234
Applicant: Jordan Greenman
Request: To abandon a 14-foot by 125-foot right-of-way, adjacent to applicants parcel,
APN: 112-05-016A, with a retained a Public Utilities' Easement.
Date of Decision: September 17, 2025

Location
Generally located at 819 W. Madison Street
Council District: 7

Financial Impact
A consideration fee was also collected as part of this abandonment in the amount of
$11,800.00.

Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Planning and
Development Department.








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Item text
***REQUEST TO WITHDRAW (SEE ATTACHED MEMO)*** Amend City Code -
Ordinance Adoption - Rezoning Application Z-2-26-6 - Approximately 500 Feet
South of the Southeast Corner of Central Avenue and Glendale Avenue
(Ordinance G-7511) - District 6

Request to amend the Phoenix Zoning Ordinance, Section 601, the Zoning Map of the
R1-10 NCASPD (Single-Family Residence District, North Central Avenue Special
Planning District) to R1-10 NCASPD HP (Single-Family Residence District, North
Central Avenue Special Planning District, Historic Preservation Overlay) to allow a
Historic Preservation Overlay for the historic E. H. Coe House.

Summary
Current Zoning: R1-10 NCASPD
Proposed Zoning: R1-10 NCASPD HP
Acreage: 1.20
Proposed Use: Historic Preservation Overlay for the E. H. Coe House

Owner: Humphrey Popat Family Trust c/o Rishi Popat
Applicant: City of Phoenix, Historic Preservation Commission
Representative: Kevin Weight, City of Phoenix, Planning and Development
Department

Staff Recommendation: Approval.
HPC Action: The Historic Preservation Commission heard this item on March 16, 2026,
and recommended approval, per the staff recommendation, by a vote of 6-0.
VPC Action: The Alhambra Village Planning Committee heard this item on March 24,
2026, and recommended approval, per the staff recommendation, by a vote of 9-1.
PC Action: The Planning Commission heard this item on April 6, 2026, and
recommended approval, per the Alhambra Village Planning Committee and Historic
Preservation Commission recommendations, by a vote of 9-0.

Location
Approximately 500 feet south of the southeast corner of Central Avenue and Glendale
Avenue



Council District: 6
Parcel Address: 6811 N. Central Avenue

Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Planning and
Development Department.





PLANNING & DEVELOPMENT DEPARTMENT



To: Lori Bays Date: April 23, 2026
Assistant City Manager

From: Joshua Bednare�
Planning and Development Director

Subject: WITHDRAWAL OF ITEM 87 ON THE MAY 6, 2026, CITY COUNCIL FORMAL
MEETING AGENDA - ORDINANCE ADOPTION - REZONING
APPLICATION Z-2-26-6 -APPROXIMATELY 500 FEET SOUTH OF THE
SOUTHEAST CORNER OF CENTRAL AVENUE AND GLENDALE AVENUE

Item 87, Rezoning Application No. Z-2-26-6. This is a request to establish Historic
PreseNation (HP) overlay zoning for a 1.2-acre site located approximately 500 feet
south of the southeast corner of Central Avenue and Glendale Avenue.

The property owner has requested to withdraw the application from the agenda. Staff
recommends withdrawal of the application from the agenda as requested by the owner.




Approved:
Date




Attachment:
Exhibit A- Applicant's request for withdrawal




From: Rishi Popat DMD DMSc,
To: Kevin Weight
Cc: Bansi Popat
Subject: Z-2-26-6 -HP Zoning for 6811 North Central Avenue
Date: Monday, April 20, 2026 12:44:21 PM



CAUTION: this email originated outsfda,0 tl•Clty of Phoenix.
IDo not click links or open attachmemts umfe:s�J0'1!1 know the sende11 amctnweri•
expecting thts email.
. i: Re_oprt
$148���: I

Dear Kevin

I am writing to respectfully request that the City of Pl10enix Historic Preservation Office pause
my current application, Z-2-26-6, regarding the HP Zoning for 6811 North Central Avenue.

Due to a combination of unforeseen family, health, financial, and legal matters that have
recently arisen, my wife and I must stop this process immediately. We sincerely appreciate the
work that has been put into this application thus far, but we need to step back to address these
personal challenges before moving forward.

Could you please let us know if it will be possible to resume this process and return to the City
Council meeting for the final step once we are in a position to proceed?

Thank you for your understanding and for your professional guidance throughout this process.

Best,
Rishi & Bansi Popat




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




ORDINANCE G-

AN ORDINANCE AMENDING THE ZONING DISTRICT MAP
ADOPTED PURSUANT TO SECTION 601 OF THE CITY OF
PHOENIX ZONING ORDINANCE BY CHANGING THE ZONING
DISTRICT CLASSIFICATION FOR THE SITE DESCRIBED
HEREIN (CASE Z-2-26-6) FROM R1-10 NCASPD (SINGLE-
FAMILY RESIDENCE DISTRICT, NORTH CENTRAL AVENUE
SPECIAL PLANNING DISTRICT) TO R1-10 NCASPD HP
(SINGLE-FAMILY RESIDENCE DISTRICT, NORTH CENTRAL
AVENUE SPECIAL PLANNING DISTRICT, HISTORIC
PRESERVATION OVERLAY).

____________



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

follows:

SECTION 1. The zoning of a 1.20-acre site located approximately 500 feet

south of the southeast corner of Central Avenue and Glendale Avenue in a portion of

Section 8, Township 2 North, Range 3 East, as described more specifically in Exhibit

“A,” is hereby changed from “R1-10 NCASPD” (Single-Family Residence District, North

Central Avenue Special Planning District) to “R1-10 NCASPD HP” (Single-Family

Residence District, North Central Avenue Special Planning District, Historic

Preservation Overlay).




SECTION 2. The Planning and Development Director is instructed to

modify the Zoning Map of the City of Phoenix to reflect this use district classification

change as shown in Exhibit “B.”


SECTION 3. If any section, subsection, sentence, clause, phrase or

portion of this ordinance is for any reason held to be invalid or unconstitutional by the

decision of any court of competent jurisdiction, such decision shall not affect the validity

of the remaining portions hereof.

PASSED by the Council of the City of Phoenix this 6th day of May, 2026.




________________________________
MAYOR


ATTEST:


_________________________
Denise Archibald, City Clerk


APPROVED AS TO FORM:
Julie M. Kriegh, City Attorney


By:
_________________________
_________________________


REVIEWED BY:


_________________________




Jeffrey Barton, City Manager



Exhibits:
A – Legal Description (1 Page)
B – Ordinance Location Map (1 Page)




EXHIBIT A

LEGAL DESCRIPTION FOR Z-2-26-6

WITHIN A PORTION OF SECTION 8, TOWNSHIP 2 NORTH, RANGE 3 EAST OF THE
GILA AND SALT RIVER BASE AND MERIDIAN, MARICOPA COUNTY, ARIZONA,
BEING MORE PARTICULARLY DESCRIBED AS FOLLOWS:

LOT 19, BLOCK 4, OF ORANGEWOOD, ACCORDING TO THE PLAT OF RECORD IN
THE OFFICE OF THE COUNTY RECORDER OF MARICOPA COUNTY, ARIZONA,
RECORDED IN BOOK 2 OF MAPS, PAGE 50.

EXCEPT THE EAST 320.5 FEET; AND

EXCEPT THE SOUTH 100 FEET; AND

EXCEPT THE NORTH 85 FEET.







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Item text
Amend City Code - Ordinance Adoption - Rezoning Application Z-158-25-6 -
Approximately 150 Feet East of the Northeast Corner of 7th Street and Maryland
Avenue (Ordinance G-7512) - District 6

Request to amend the Phoenix Zoning Ordinance, Section 601, the Zoning Map of the
C-2 (Intermediate Commercial) and R-4 (Multi-Family Residence District) to C-2
(Intermediate Commercial) to allow commercial.

Summary
Current Zoning: C-2 (0.86 acres) and R-4 (0.29 acres)
Proposed Zoning: C-2
Acreage: 1.15
Proposal: Commercial

Owner: Willie M Yee, GCE Trust
Applicant: Tony Tang, Tony Tang Architect, Ltd.
Representative: Paul Gilbert, Gilbert Blilie, PLLC

Staff Recommendation: Approval, subject to stipulations.
VPC Action: The Camelback East Village Planning Committee heard this item on
March 3, 2026, and recommended approval, per the staff recommendation, by a vote
of 15-0.
PC Action: The Planning Commission heard this item on April 6, 2026, and
recommended approval, per the Camelback East Village Planning Committee
recommendation, by a vote of 9-0.

Location
Approximately 150 feet east of the northeast corner of 7th Street and Maryland Avenue
Council District: 6
Parcel Address: 714, 724, and 730 E. Maryland Avenue

Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Planning and
Development Department.


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




ORDINANCE G-

AN ORDINANCE AMENDING THE ZONING DISTRICT MAP
ADOPTED PURSUANT TO SECTION 601 OF THE CITY OF
PHOENIX ZONING ORDINANCE BY CHANGING THE ZONING
DISTRICT CLASSIFICATION FOR THE PARCEL DESCRIBED
HEREIN (CASE Z-158-25-6) FROM C-2 (INTERMEDIATE
COMMERCIAL) AND R-4 (MULTI-FAMILY RESIDENCE
DISTRICT) TO C-2 (INTERMEDIATE COMMERCIAL).

____________



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

follows:

SECTION 1. The zoning of a 1.15-acre site located approximately 150 feet

east of the northeast corner of 7th Street and Maryland Avenue in a portion of Section

9, Township 2 North, Range 3 East, as described more specifically in Exhibit “A,” is

hereby changed from 0.86-acres of “C-2” (Intermediate Commercial) and 0.29-acres of

“R-4” (Multi-Family Residence District) to “C-2” (Intermediate Commercial).

SECTION 2. The Planning and Development Director is instructed to

modify the Zoning Map of the City of Phoenix to reflect this use district classification

change as shown in Exhibit “B.”

SECTION 3. Due to the site’s specific physical conditions and the use

district applied for by the applicant, this rezoning is subject to the following stipulations,




violation of which shall be treated in the same manner as a violation of the City of

Phoenix Zoning Ordinance:

1. The development shall be limited to 20 feet in height.

2. A minimum 50-foot building setback shall be provided along the east perimeter
of the site.

3. Required side and rear landscape setbacks shall be planted with minimum 2-
inch caliper trees, planted 20 feet on center, or in equivalent groupings, as
approved by the Planning and Development Department.

4. Where pedestrian walkways cross a vehicular path, the pathway shall be
constructed of decorative pavers, stamped or colored concrete, or other
pavement treatments, that visually contrasts parking and drive aisle surfaces,
as approved by the Planning and Development Department.

5. Bicycle parking shall be provided, consistent with the requirements of Section
1307.H of the Phoenix Zoning Ordinance.

6. A minimum of 10% of the required vehicle parking spaces shall include EV
Capable infrastructure.

7. All bicycle infrastructure and pedestrian pathways, including sidewalks, shall be
shaded by a structure, landscaping, or a combination of the two to provide a
minimum of 75% shade, as approved by the Planning and Development
Department.

8. Natural turf shall only be utilized for required retention areas (bottom of basin,
and only allowed on slopes if required for slope stabilization) and functional turf
areas located on properties for uses such as parks, schools, and residential
common areas, as approved by the Planning and Development Department.

9. A minimum of 25% of the surface parking areas shall be shaded, as approved
by the Planning and Development Department. Shade may be achieved by
structures or by minimum 2-inch caliper, drought tolerant, shade trees, or a
combination thereof.

10. A minimum of one green stormwater infrastructure (GSI) element for
stormwater management shall be implemented, as approved or modified by the
Planning and Development and/or Street Transportation departments. This
includes but is not limited to stormwater harvesting basins, bioswales,
permeable pavement, etc., per the Greater Phoenix Metro Green Infrastructure
and Low Impact Development Details for Alternative Stormwater Management.




11. Prior to final site plan approval, documentation shall be provided that
demonstrates a commitment to participate in the City of Phoenix Business
Water Efficiency Program for a minimum of 10 years, or as approved by the
Planning and Development Department.

12. The sidewalk along Maryland Avenue shall be a minimum of 6 feet in width and
detached with a minimum 8-foot-wide landscape strip located between the
sidewalk and back of curb and planted to the following standards, as approved
by the Planning and Development Department.

a. Minimum 2-inch caliper, single-trunk, large canopy, shade trees planted
20 feet on center, or in equivalent groupings.

b. Shrubs, accents and vegetative groundcovers with a maximum mature
height of three feet (excluding accents) evenly distributed throughout the
landscape area to achieve a minimum of 75% live coverage.

Where utility conflicts exist, the developer shall work with the Planning and
Development Department on alternative design solutions consistent with a
pedestrian environment for installing the required plants.

13. Replace unused driveways with sidewalk, curb, and gutter. Also, replace any
broken or out-of-grade curb, gutter, sidewalk, and curb ramps on all streets and
upgrade all off-site improvements to be in compliance with current ADA
guidelines.

14. All streets within and adjacent to the development shall be constructed with
paving, curb, gutter, sidewalk, curb ramps, streetlights, median islands,
landscaping and other incidentals, as per plans approved by the Planning and
Development Department. All improvements shall comply with all ADA
accessibility standards.

15. In the event archaeological materials are encountered during construction, the
developer shall immediately cease all ground-disturbing activities within a 33-
foot radius of the discovery, notify the City Archaeologist, and allow time for the
Archaeology Office to properly assess the materials.

16. Prior to final site plan approval, the landowner shall execute a Proposition 207
waiver of claims form. The waiver shall be recorded with the Maricopa County
Recorder's Office and delivered to the City to be included in the rezoning
application file for record.


SECTION 4. If any section, subsection, sentence, clause, phrase or

portion of this ordinance is for any reason held to be invalid or unconstitutional by the




decision of any court of competent jurisdiction, such decision shall not affect the validity

of the remaining portions hereof.

PASSED by the Council of the City of Phoenix this 6th day of May, 2026.




________________________________
MAYOR


ATTEST:


_________________________
Denise Archibald, City Clerk


APPROVED AS TO FORM:
Julie M. Kriegh, City Attorney


By:
_________________________
_________________________


REVIEWED BY:


_________________________
Ed Zuercher, City Manager



Exhibits:
A – Legal Description (1 Page)
B – Ordinance Location Map (1 Page)




EXHIBIT A

LEGAL DESCRIPTION FOR Z-158-25-6

A combination of those certain parcels described in Document No. 2021-1372842 and
Document No. 2023-0068054, Maricopa County Records (MCR), lying within the
southwest quarter of the northwest quarter of Section 9, Township 2 North, Range 3
East, of the Gila and Salt River Base and Meridian, Maricopa County, Arizona, more
particularly described as follows:

Commencing at the west quarter corner of said Section 9, from which the southeast
corner of the southwest quarter of the northwest quarter of said Section 9, a Brass Cap
in Handhole, bears South 89°40'38" East, a distance of 1,337.33 feet;

Thence along the south line of the northwest quarter of said Section 9, South 89°40'38"
East, a distance of 182.82 feet;

Thence leaving said south line, North 00°19'22" East, a distance of 33.00 feet, to the
Point of Beginning;

Thence along the westerly line of that certain parcel described in Document No. 2021-
1372842, MCR, North 00°00'00" West, a distance of 173.48 feet;

Thence leaving said west line, South 89°39'58" East, along the north line of the south
half of the south half of Lots 23 and 24 as shown on the final plat of East Orangewood
Subdivided recorded in Book 5, Page 47, MCR, a distance of 247.02 feet, to the East
line of the West 61.00 feet of the East 306.09 feet of said Lot 24;

Thence along said east line and its southerly prolongation, South 00°00'45" West, a
distance of 173.43 feet, to the northerly right-of-way line of Maryland Avenue;

Thence along said northerly right-of-way line, North 89°40'38" West, a distance of
246.98 feet, to the Point of Beginning.

Containing 42,842 Square Feet or 0.98 Acres more or less. Subject to easements,
restrictions, and rights-of-way of record.







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Item text
Amend City Code - Ordinance Adoption - Rezoning Application Z-170-25-7 -
Approximately 130 Feet East of the Northeast Corner of 15th Avenue and Polk
Street (Ordinance G-7513) - District 7

Request to amend the Phoenix Zoning Ordinance, Section 601, the Zoning Map of the
C-2 HP MH (Intermediate Commercial, Historic Preservation Overlay, Middle Housing
Overlay District) to WU Code T3:2 HP MH (Walkable Urban Code, Transect 3:2
District, Historic Preservation Overlay, Middle Housing Overlay District) for single-
family residential.

Summary
Current Zoning: C-2 HP MH
Proposed Zoning: WU Code T3:2 HP MH
Acreage: 0.19
Proposal: Single-family residential

Owner: City of Phoenix, Neighborhood Services Department
Applicant: City of Phoenix, Planning Commission
Representative: Chris Christensen, City of Phoenix, Neighborhood Services
Department

Staff Recommendation: Approval, subject to stipulations.
VPC Action: The Central City Village Planning Committee heard this item on March 16,
2026, and recommended approval, per the staff recommendation, by a vote of 12-0.
PC Action: The Planning Commission heard this item on April 6, 2026, and
recommended approval, per the Central City Village Planning Committee
recommendation, by a vote of 9-0.

Location
Approximately 130 feet east of the northeast corner of 15th Avenue and Polk Street
Council District: 7
Parcel Address: 1410 W. Polk Street





Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Planning and
Development Department.





ATTACHMENT A

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




ORDINANCE G-

AN ORDINANCE AMENDING THE ZONING DISTRICT MAP
ADOPTED PURSUANT TO SECTION 601 OF THE CITY OF
PHOENIX ZONING ORDINANCE BY CHANGING THE ZONING
DISTRICT CLASSIFICATION FOR THE PARCEL DESCRIBED
HEREIN (CASE Z-170-25-7) FROM C-2 HP MH (INTERMEDIATE
COMMERCIAL, HISTORIC PRESERVATION OVERLAY, MIDDLE
HOUSING OVERLAY DISTRICT) TO WU CODE T3:2 HP MH
(WALKABLE URBAN CODE, TRANSECT 3:2 DISTRICT,
HISTORIC PRESERVATION OVERLAY, MIDDLE HOUSING
OVERLAY DISTRICT).

____________



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

follows:

SECTION 1. The zoning of a 0.19 acre site located approximately 130 feet

east of the northeast corner of 15th Avenue and Polk Street in a portion of Section 6,

Township 1 North, Range 3 East, as described more specifically in Exhibit “A,” is hereby

changed from “C-2 HP MH” (Intermediate Commercial, Historic Preservation Overlay,

Middle Housing Overlay District) to “WU Code T3:2 HP MH” (Walkable Urban Code,

Transect 3:2 District, Historic Preservation Overlay, Middle Housing Overlay District).




SECTION 2. The Planning and Development Director is instructed to

modify the Zoning Map of the City of Phoenix to reflect this use district classification

change as shown in Exhibit “B.”

SECTION 3. Due to the site’s specific physical conditions and the use

district applied for by the applicant, this rezoning is subject to the following stipulations,

violation of which shall be treated in the same manner as a violation of the City of

Phoenix Zoning Ordinance:

1. Swimming pools on individual single-family lots shall be limited to 600 square
feet in size.

2. Prior to final site plan approval, documentation shall be provided that
demonstrates a commitment to participate in the Water Efficiency Checkup
program for a minimum of 10 years, or as approved by the Planning and
Development Department.

3. Natural turf shall only be utilized on individual single-family lots (behind the
front yard), as approved by the Planning and Development Department.

4. The property owner shall record documents that disclose the existence, and
operational characteristics of the Phoenix Sky Harbor Airport to future owners
or tenants of the property. The form and content of such documents shall be
according to the templates and instructions provided which have been
reviewed and approved by the City Attorney.

5. The developer shall construct all streets within and adjacent to the
development with paving, curb, gutter, sidewalk, curb ramps, streetlights,
median islands, landscaping and other incidentals, as per plans approved by
the Planning and Development Department. All improvements shall comply
with all ADA accessibility standards.

6. The existing detached sidewalk along Polk Street shall remain and the planters
shall be replenished with landscaping consistent with the landscape standards
of Section 1309 of the Zoning Ordinance, as approved by the Planning and
Development Department.

Where utility conflicts exist, the developer shall work with the Planning and
Development Department on alternative design solutions consistent with a
pedestrian environment.




7. In the event archaeological materials are encountered during construction, the
developer shall immediately cease all ground-disturbing activities within a 33-
foot radius of the discovery, notify the City Archaeologist, and allow time for the
Archaeology Office to properly assess the materials.

8. Prior to final site plan approval, the landowner shall execute a Proposition 207
waiver of claims form. The waiver shall be recorded with the Maricopa County
Recorder's Office and delivered to the City to be included in the rezoning
application file for record. This stipulation shall not be applicable if the property
is owned by the City of Phoenix.

SECTION 4. If any section, subsection, sentence, clause, phrase or

portion of this ordinance is for any reason held to be invalid or unconstitutional by the

decision of any court of competent jurisdiction, such decision shall not affect the validity

of the remaining portions hereof.

PASSED by the Council of the City of Phoenix this 6th day of May, 2026.




________________________________
MAYOR


ATTEST:


_________________________
Denise Archibald, City Clerk


APPROVED AS TO FORM:
Julie M. Kriegh, City Attorney


By:
_________________________
_________________________


REVIEWED BY:




_________________________
Ed Zuercher, City Manager

Exhibits:
A – Legal Description (1 page)
B – Ordinance Location Map (1 page)




EXHIBIT A

LEGAL DESCRIPTION FOR Z-170-25-7

WITHIN A PORTION OF SECTION 6, TOWNSHIP 1 NORTH, RANGE 3 EAST OF THE
GILA AND SALT RIVER BASE AND MERIDIAN, MARICOPA COUNTY, ARIZONA,
BEING MORE PARTICULARLY DESCRIBED AS FOLLOWS:

LOT 5, BLOCK N, UNIVERSITY ADDITION, ACCORDING TO THE PLAT OF
RECORD IN THE OFFICE OF THE COUNTY RECORDER OF MARICOPA COUNTY,
ARIZONA, RECORDED IN BOOK 1 OF MAPS, PAGE 7.

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89 item(s)