Meeting phoenix-pdf-2021-05-05 complete
2021-05-05 · Formal Meeting
Formal Meeting
Item text
Summary
This item transmits the minutes of the Formal Meeting of Jan. 29, 2020, for review,
correction and/or approval by the City Council.
The minutes are available for review in the City Clerk Department, 200 W. Washington
St., 15th Floor.
Responsible Department
This item is submitted by Deputy City Manager Toni Maccarone and the City Clerk
Department.
Page 9
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
Summary
This item transmits the minutes of the Formal Meeting of Feb. 5, 2020, for review,
correction and/or approval by the City Council.
The minutes are available for review in the City Clerk Department, 200 W. Washington
St., 15th Floor.
Responsible Department
This item is submitted by Deputy City Manager Toni Maccarone and the City Clerk
Department.
Page 10
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
This item transmits recommendations from the Mayor and Council for appointment or
reappointment to City Boards and Commissions.
Responsible Department
This item is submitted by the Mayor's Office.
Page 11
ATTACHMENT A
To: City Council Date: May 5, 2021
From: Mayor Kate Gallego
Subject: BOARDS AND COMMISSIONS – APPOINTEES
The purpose of this memo is to provide recommendations for appointments to the
following Boards and Commissions:
Ahwatukee Foothills Village Planning Committee
I recommend the following for reappointment:
Alexander Benezra
Mr. Benezra is serving his third term to expire November 19, 2021.
Central City Village Planning Committee
Vice Mayor Carlos Garcia recommends the following for appointment:
Nicholas Gonzalez
Mr. Gonzalez is the Owner of Estas Manos Coffee Roasters and a resident of District 8.
He fills a vacancy for a partial term to expire November 19, 2021.
Development Advisory Board
Councilwoman Yassamin Ansari and I recommend the following for appointment:
Dominike Nabors
Mr. Nabors is a Program Manager at Local First Arizona and a resident of District 7. He
fills a vacancy in the Neighborhood Interest category for a term to expire May 5, 2024.
I recommend the following for reappointment:
Brian Stark
Mr. Stark will serve his second term to expire May 2, 2024.
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Ethics Commission
I recommend the following for appointment, as recommended by the Ad Hoc Committee
on Ethics Commission Appointments:
Lanette Campbell
Ms. Campbell will serve as one of two Democrats on the board and is a resident of
District 8. She will serve a three-year term, expiring on May 5, 2024.
Carlos Galindo-Elvira
Mr. Galindo-Elvira will serve as one of two Democrats on the board and is a resident of
District 7. He will serve a five-year term, expiring on May 5, 2026.
Michael Langley
Mr. Langley will serve as one of one Unaffiliated on the board and is a resident of
District 4. He will serve a five-year term, expiring on May 5, 2026.
Jose Samuel Leyvas III
Mr. Leyvas III will be serving as one of two Republicans on the board and is a resident
of District 7. He will serve a three-year term, expiring on May 5, 2024.
Cheryl Pietkiewicz
Ms. Pietkiewicz will be serving as one of two Republicans on the board and is a resident
of District 2. She will serve a five-year term, expiring on May 5, 2026.
Fire Safety Advisory Board
I recommend the following for appointment:
Jessica Hill
Ms. Hill is the General Manager at The Van Buren and a resident of District 4. She fills a
vacancy in the Special Events Coordinator category for a term to expire September 30,
2024.
Joe McElvaney
Mr. McElvaney is a Fire Protection Engineer at The Hiller Companies and a resident of
District 8. He fills a vacancy in the Resident of Phoenix category for a term to expire
September 30, 2024.
I recommend the following for reappointment:
Brian Cassidy
Mr. Cassidy is serving his second term to expire September 30, 2024.
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Human Services Commission
I recommend the following for appointment:
Itoro Elijah
Dr. Elijah is a physician and a resident of District 7. She fills a Category III vacancy for a
term to expire June 30, 2022.
Laveen Village Planning Committee
Vice Mayor Carlos Garcia recommends the following for appointment:
Gizette Knight
Ms. Knight is the Community Coordination Chair for the West Valley NAACP and a
resident of District 8. She fills a vacancy for a term to expire November 19, 2022.
Phoenix Youth and Education Commission
I recommend the following for appointment:
Dana Naimark
Ms. Naimark is a Consultant at Wolfe Naimark Policy and Strategy and a resident of
District 7. She fills a vacancy for a partial term to expire August 31, 2021.
I and Vice Mayor Carlos Garcia recommend the following for appointment:
Rene Rosales
Mr. Rosales is a Student Services Analyst at South Mountain Community College and a
resident of District 8. He fills a vacancy for a partial term to expire August 31, 2021.
Planning Commission
I recommend the following for appointment:
Lisa Perez
Ms. Perez is a Principal at Onyx Consulting Group, LLC and a resident of District 7. She
will replace John Montalvo II for a term to expire April 15, 2024.
Page 14
Report
Supporting documents
No supporting documents stored.
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Item text
Request for a liquor license. Arizona State License Application 142874 & 142874S.
Summary
Applicant
Amy Nations, Agent
License Type
Series 10 & 10S - Beer and Wine Store with Sampling Privileges
Location
4201 W. Thunderbird Road
Zoning Classification: PSC
Council District: 1
This request is for a new liquor license 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 June 2021.
The 60-day limit for processing this application is May 17, 2021.
Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.
Other Active Liquor License Interest in Arizona
This information is not provided due to the multiple ownership interests held by the
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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:
“We train all of our employees in responsible liquor service. We conduct regular audits
to ensure they comply.”
The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“This added service would allow our customers a 'one stop shop' as we are a full
service market.”
Staff Recommendation
Staff recommends approval of this application noting the applicant must resolve any
pending City of Phoenix building and zoning requirements, and be in compliance with
the City of Phoenix Code and Ordinances.
Attachments
Liquor License Data - Sprouts Farmers Market #9
Liquor License Map - Sprouts Farmers Market #9
Responsible Department
This item is submitted by Deputy City Manager Toni Maccarone and the City Clerk
Department.
Page 16
Liquor License Data: SPROUTS FARMERS MARKET #9
Liquor License
Description Series 1 Mile 1/2 Mile
Bar 6 1 1
Beer and Wine Bar 7 2 0
Liquor Store 9 5 0
Beer and Wine Store 10 1 0
Restaurant 12 7 1
Crime Data
Description Average * 1 Mile Average ** 1/2 Mile Average***
Property Crimes 43.40 45.67 45.75
Violent Crimes 7.97 7.21 6.47
*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 57 55
Total Violations 93 85
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Census 2010 Data 1/2 Mile Radius
BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty
1042021 1471 85 % 2% 7%
1042023 1420 88 % 18 % 4%
1042121 1193 15 % 0% 17 %
1042123 1683 79 % 0% 10 %
1042124 2501 80 % 3% 5%
1042181 1368 85 % 8% 6%
1042191 1602 85 % 0% 13 %
Average 61 % 13 % 19 %
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Liquor License Map: SPROUTS FARMERS MARKET #9
4201 W THUNDERBIRD RD
Ü
Date: 3/22/2021
0 0.2 0.4 0.8 1.2 1.6
mi
City Clerk Department
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Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
Request for a liquor license. Arizona State License Application 140343.
Summary
Applicant
Eve Collins, Agent
License Type
Series 12 - Restaurant
Location
310 W. Bell Road
Zoning Classification: C-2
Council District: 3
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 14, 2021.
Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.
Other Active Liquor License Interest in Arizona
The ownership of this business has an interest in other active liquor license(s) in the
State of Arizona. This information is listed below and includes liquor license violations
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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.
Chino Bandido (Series 12)
15414 N. 19th Ave., Ste. K, Phoenix
Calls for police service: 8
Liquor license violations: None
Public Opinion
No protest or support letters were received within the 20-day public comment period.
Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.
I have the capability, reliability and qualifications to hold a liquor license because:
“I have completed and received certification for Management and Basic Liquor
programs each 3 years for the last 30 years at original location 15414 N. 19th Ave.,
Phoenix, Arizona without any citations.”
The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“Liquor at our establishment is sold for convenience with meals.”
Staff Recommendation
Staff recommends approval of this application noting the applicant must resolve any
pending City of Phoenix building and zoning requirements, and be in compliance with
the City of Phoenix Code and Ordinances.
Attachments
Liquor License Data - Chino Bandido
Liquor License Map - Chino Bandido
Responsible Department
This item is submitted by Deputy City Manager Toni Maccarone and the City Clerk
Department.
Page 21
Liquor License Data: CHINO BANDIDO
Liquor License
Description Series 1 Mile 1/2 Mile
Bar 6 3 0
Beer and Wine Bar 7 2 0
Liquor Store 9 7 2
Beer and Wine Store 10 10 3
Restaurant 12 15 4
Crime Data
Description Average * 1 Mile Average ** 1/2 Mile Average***
Property Crimes 43.40 116.24 128.76
Violent Crimes 7.97 18.63 23.14
*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 57 18
Total Violations 93 36
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Census 2010 Data 1/2 Mile Radius
BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty
1036041 2174 87 % 7% 29 %
1036042 664 92 % 17 % 9%
1036043 1058 42 % 16 % 4%
6188003 1746 38 % 21 % 7%
6188004 1245 35 % 20 % 30 %
6189001 1603 54 % 10 % 6%
6189003 741 93 % 0% 0%
6189004 1183 83 % 15 % 1%
6189005 1013 0% 37 % 22 %
Average 61 % 13 % 19 %
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Liquor License Map: CHINO BANDIDO
310 W BELL RD
Ü
Date: 3/18/2021
0 0.2 0.4 0.8 1.2 1.6
mi
City Clerk Department
Page 24
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
Request for a liquor license. Arizona State License Application 142411.
Summary
Applicant
Armando Hernandez, Agent
License Type
Series 12 - Restaurant
Location
1028 E. Indian School Road
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 11, 2021.
Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.
Other Active Liquor License Interest in Arizona
The ownership of this business has an interest in other active liquor license(s) in the
State of Arizona. This information is listed below and includes liquor license violations
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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.
Tacos Chiwas (Series 12)
127 W. Main St., Mesa
Calls for police service: N/A - not in Phoenix
Liquor license violations: None
Tacos Chiwas (Series 12)
1923 E. McDowell Road, Phoenix
Calls for police service: 3
Liquor license violations: In August 2018, a fine of $750 was paid for selling without a
license and on sale retail personnel records.
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 understand the basic requirement needed to hold a liquor license and have
maintained them in accordance to all regulations.”
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 family owned business that is very involved in the community and we need
the license to be able to thrive in the community.”
Staff Recommendation
Staff recommends approval of this application.
Attachments
Liquor License Data - Tacos Chiwas
Liquor License Map - Tacos Chiwas
Page 26
Responsible Department
This item is submitted by Deputy City Manager Toni Maccarone and the City Clerk
Department.
Page 27
Liquor License Data: TACOS CHIWAS
Liquor License
Description Series 1 Mile 1/2 Mile
Bar 6 11 4
Beer and Wine Bar 7 1 0
Liquor Store 9 4 3
Beer and Wine Store 10 9 2
Restaurant 12 19 3
Crime Data
Description Average * 1 Mile Average ** 1/2 Mile Average***
Property Crimes 43.40 116.74 152.86
Violent Crimes 7.97 22.10 32.16
*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 57 208
Total Violations 93 394
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Census 2010 Data 1/2 Mile Radius
BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty
1086011 1374 18 % 29 % 41 %
1086012 1402 58 % 36 % 46 %
1086022 1187 11 % 25 % 52 %
1086023 650 23 % 34 % 15 %
1086024 1171 24 % 9% 12 %
1105021 1057 13 % 34 % 30 %
1106001 1027 29 % 17 % 34 %
1106002 1339 64 % 17 % 24 %
1106003 801 27 % 29 % 49 %
1171001 2126 10 % 15 % 10 %
Average 61 % 13 % 19 %
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Liquor License Map: TACOS CHIWAS
1028 E INDIAN SCHOOL RD
Ü
Date: 3/15/2021
0 0.2 0.4 0.8 1.2 1.6
mi
City Clerk Department
Page 30
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
Request for a liquor license. Arizona State License Application 142169.
Summary
Applicant
Amy Nations, Agent
License Type
Series 10 - Beer and Wine Store
Location
4601 E. Chandler Blvd.
Zoning Classification: C-2
Council District: 6
This request is for a new liquor license for a convenience store that sells gas. This
location was previously licensed for liquor sales and may currently operate with an
interim permit.
The 60-day limit for processing this application is May 10, 2021.
Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.
Other Active Liquor License Interest in Arizona
This information is not provided due to the multiple ownership interests held by the
Page 31
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:
“We own and operate multiple Cobblestones throughout the Valley. We will ensure all
of our employees attend the Title 4 Arizona Liquor Law training.”
The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“This location has been open and operating serving the neighborhood. Cobblestone
will be a great addition to the area.”
Staff Recommendation
Staff recommends approval of this application.
Attachments
Liquor License Data - Cobblestone Auto Spa & Market #19
Liquor License Map - Cobblestone Auto Spa & Market #19
Responsible Department
This item is submitted by Deputy City Manager Toni Maccarone and the City Clerk
Department.
Page 32
Liquor License Data: COBBLESTONE AUTO SPA &
MARKET #19
Liquor License
Description Series 1 Mile 1/2 Mile
Bar 6 2 0
Beer and Wine Bar 7 1 0
Liquor Store 9 3 1
Beer and Wine Store 10 8 3
Restaurant 12 18 10
Crime Data
Description Average * 1 Mile Average ** 1/2 Mile Average***
Property Crimes 43.40 36.46 60.50
Violent Crimes 7.97 4.59 8.28
*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 57 34
Total Violations 93 42
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Census 2010 Data 1/2 Mile Radius
BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty
1167121 2721 19 % 15 % 9%
1167122 1832 76 % 0% 3%
1167123 2451 69 % 5% 8%
1167191 1679 87 % 3% 2%
1167192 1023 3% 7% 22 %
1167194 2185 77 % 0% 4%
Average 61 % 13 % 19 %
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Liquor License Map: COBBLESTONE AUTO SPA & MARKET #19
4601 E CHANDLER BLVD
Ü
Date: 3/12/2021
0 0.2 0.4 0.8 1.2 1.6
mi
City Clerk Department
Page 35
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
Wine Curator
Request for a liquor license. Arizona State License Application 139287.
Summary
Applicant
Jeffrey Miller, Agent
License Type
Series 10 - Beer and Wine Store
Location
3818 E. Indian School Road
Zoning Classification: R-5
Council District: 6
This request is for a new liquor license for a wine store. This location was not
previously licensed for liquor sales and does not have an interim permit. Package
liquor sales is not a permitted use in this zoning district. This business has plans to
open in October 2021.
The 60-day limit for processing this application was April 24, 2021. However, the
applicant has submitted a written request for more time.
Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.
Page 36
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 will abide by all 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:
“I am opening a small wine shop for customers to stop in and pick up a bottle of wine.”
Staff Recommendation
Staff recommends approval of this application noting the applicant must resolve any
pending City of Phoenix building and zoning requirements, and be in compliance with
the City of Phoenix Code and Ordinances.
Attachments
Liquor License Data - The Wine Curator
Liquor License Map - The Wine Curator
Responsible Department
This item is submitted by Deputy City Manager Toni Maccarone and the City Clerk
Department.
Page 37
Liquor License Data: THE WINE CURATOR
Liquor License
Description Series 1 Mile 1/2 Mile
Wholesaler 4 1 0
Bar 6 4 2
Beer and Wine Bar 7 6 3
Liquor Store 9 3 1
Beer and Wine Store 10 6 3
Restaurant 12 44 17
Crime Data
Description Average * 1 Mile Average ** 1/2 Mile Average***
Property Crimes 43.40 70.62 84.28
Violent Crimes 7.97 8.01 8.38
*Citywide average per square mile **Average per square mile within 1 mile radius ***Average per square mile within ½ mile radius
Property Violation Data
Description Average 1/2 Mile Average
Parcels w/Violations 59 49
Total Violations 97 82
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Census 2010 Data 1/2 Mile Radius
BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty
1082003 1225 76 % 13 % 17 %
1083013 982 75 % 18 % 1%
1083021 1229 70 % 16 % 3%
1083022 1824 50 % 13 % 4%
1109011 665 96 % 10 % 13 %
1109021 2609 33 % 21 % 40 %
1109022 2224 39 % 7% 18 %
1110001 781 25 % 11 % 3%
1110002 1105 63 % 8% 19 %
Average 61 % 13 % 19 %
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Liquor License Map: THE WINE CURATOR
3818 E INDIAN SCHOOL RD
Ü
Date: 2/25/2021
0 0.2 0.4 0.8 1.2 1.6
mi
City Clerk Department
Page 40
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
Request for a liquor license. Arizona State License Application 142419.
Summary
Applicant
Gerard Barbera, Agent
License Type
Series 4 - Wholesaler
Location
11 E. Jones Ave., Ste. B
Zoning Classification: C-2 RSIO
Council District: 7
This request is for a new liquor license for a wholesaler. This location was not
previously licensed for liquor sales and does not have an interim permit.
The 60-day limit for processing this application is May 11, 2021.
Pursuant to A.R.S. 4-203, consideration may be given only to the applicant's personal
qualifications, and not to the location.
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.
Quality Distributor (Series 4)
431 N. 47th Ave., Phoenix
Calls for police service: 4
Page 41
Liquor license violations: None
Public Opinion
No protest or support letters were received within the 20-day public comment period.
Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.
I have the capability, reliability and qualifications to hold a liquor license because:
“I am the owner of Benny enterprises, inc., dba: Quality Distributor, a California
Corporation expanding to The State of Arizona. My company is a licensed importer
and distributor of alcoholic beverages and supplier to national, regional and local
retailers. Due to demand from our existing accounts, we are entering Arizona to best
serve them as well as the Arizona community.”
The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“We intent on delivering quality, in-demand products to existing businesses throughout
the state in support thier corporate growth and to service their customers; i.e, Arizona
residents. The community will benefit from better selection and availability at their
favorite retailers and on the whole from employment opportunities and increased tax
revenue.”
Staff Recommendation
Staff recommends approval of this application noting the applicant must resolve any
pending City of Phoenix building and zoning requirements, and be in compliance with
the City of Phoenix Code and Ordinances.
Attachments
Liquor License Data - Quality Distributor
Liquor License Map - Quality Distributor
Responsible Department
This item is submitted by Deputy City Manager Toni Maccarone and the City Clerk
Department.
Page 42
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
Request for a liquor license. Arizona State License Application 140315.
Summary
Applicant
Andrea Lewkowitz, Agent
License Type
Series 11 - Hotel/Motel
Location
150 W. Adams St.
Zoning Classification: DTC-Business Core
Council District: 7
This request is for a new liquor license for a hotel. This location was not previously
licensed for liquor sales and does not have an interim permit. This business has plans
to open in May 2021.
The 60-day limit for processing this application is May 16, 2021.
Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.
Other Active Liquor License Interest in Arizona
The ownership of this business has an interest in other active liquor license(s) in the
Page 43
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.
AC Hotel Tempe (Series 6)
100 E. Rio Salado Pkwy., Tempe
Calls for police service: N/A - not in Phoenix
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:
“Hyatt Place Phoenix downtown will have 238 guest rooms in heart of downtown near
shops, restaurants, sports stadiums and concert venues. The hotel will include
meeting spaces, a fitness center, and a full-service restaurant and bar. The hotel would
like to offer guests 21 and over the opportunity to enjoy alcoholic beverages for on-
premises consumption.”
Staff Recommendation
Staff recommends approval of this application noting the applicant must resolve any
pending City of Phoenix building and zoning requirements, and be in compliance with
the City of Phoenix Code and Ordinances.
Attachments
Liquor License Data - Hyatt Place Phoenix Downtown
Liquor License Map - Hyatt Place Phoenix Downtown
Page 44
Responsible Department
This item is submitted by Deputy City Manager Toni Maccarone and the City Clerk
Department.
Page 45
Liquor License Data: HYATT PLACE PHOENIX
DOWNTOWN
Liquor License
Description Series 1 Mile 1/2 Mile
Microbrewery 3 3 1
Wholesaler 4 1 0
Government 5 8 2
Bar 6 40 27
Beer and Wine Bar 7 13 6
Liquor Store 9 2 2
Beer and Wine Store 10 11 2
Hotel 11 7 4
Restaurant 12 78 41
Club 14 3 1
Crime Data
Description Average * 1 Mile Average ** 1/2 Mile Average***
Property Crimes 43.40 146.97 210.93
Violent Crimes 7.97 46.28 57.96
*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 57 42
Total Violations 93 61
Page 46
Census 2010 Data 1/2 Mile Radius
BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty
1129002 815 37 % 22 % 24 %
1129003 1372 4% 18 % 40 %
1131001 1015 7% 8% 28 %
1131002 1242 3% 7% 33 %
1141001 2299 16 % 37 % 44 %
1142001 1321 36 % 22 % 50 %
1143011 1389 22 % 15 % 57 %
Average 61 % 13 % 19 %
Page 47
Liquor License Map: HYATT PLACE PHOENIX DOWNTOWN
150 W ADAMS ST
Ü
Date: 3/19/2021
0 0.2 0.4 0.8 1.2 1.6
mi
City Clerk Department
Page 48
Report
Supporting documents
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Item text
Request for a liquor license. Arizona State License Application 142195.
Summary
Applicant
Wilman Garcia Perez, Agent
License Type
Series 10 - Beer and Wine Store
Location
2659 W. Dobbins Road
Zoning Classification: C-2 HP
Council District: 8
This request is for a new liquor license for a new beer and wine store. 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 10, 2021.
Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.
Page 49
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:
“For the last four years I have been managing this store and over all I have 30 years
experience.”
The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“For many people in this community this store is very essential; they like the fact that
they could walk to the store and is very convenient since the nearest grocery store is
very very far away Here they can buy from A-Z. they come to play their AZ lottery, get
their beverages and groceries.”
Staff Recommendation
Staff recommends approval of this application.
Attachments
Liquor License Data - Del Monte Market
Liquor License Map - Del Monte Market
Responsible Department
This item is submitted by Deputy City Manager Toni Maccarone and the City Clerk
Department.
Page 50
Liquor License Data: DEL MONTE MARKET
Liquor License
Description Series 1 Mile 1/2 Mile
Beer and Wine Store 10 1 1
Crime Data
Description Average * 1 Mile Average ** 1/2 Mile Average***
Property Crimes 43.40 7.08 4.45
Violent Crimes 7.97 0.58 0.42
*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 57 2
Total Violations 93 2
Census 2010 Data 1/2 Mile Radius
BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty
1166123 1051 98 % 0% 17 %
1166133 1862 95 % 14 % 9%
1167321 2659 85 % 14 % 33 %
Average 61 % 13 % 19 %
Page 51
Liquor License Map: DEL MONTE MARKET
2659 W DOBBINS RD
Ü
Date: 3/12/2021
0 0.2 0.4 0.8 1.2 1.6
mi
City Clerk Department
Page 52
PAYMENT ORDINANCE (Ordinance S-47506) (Items 12-20)
Ordinance S-47506 is a request to authorize the City Controller to
disburse funds, up to amounts indicated below, for the purpose of
paying vendors, contractors, claimants and others, and providing
additional payment authority under certain existing city contracts. This
section also requests continuing payment authority, up to amounts
indicated below, for the following contracts, contract extensions and/or
bids awarded. As indicated below, some items below require payment
pursuant to Phoenix City Code Section 42-13.
12 FX Tactical LLC
For $25,500.00 in payment authority to purchase 46 Paraclete helmets
and helmet bags for the Police Department. Helmets are necessary to
ensure officers' safety during high-risk events. The Paraclete helmet
provides the most protection in these types of situations and comes with a
seven-year warranty.
13 Coulter Ventures, LLC, doing business as Rogue
Fitness
For $18,600.00 in payment authority to purchase physical therapy and
rehabilitation equipment for the Fire Department. The equipment is
needed for the program which provides in-house physical therapy and
rehabilitation, by a licensed physical therapist for firefighters recovering
from job-related injuries and surgeries, with emphasis on specific
mechanics geared to the firefighter job functions.
14 Atlantic Diving Supply, Inc
For $47,000.00 in payment authority to purchase a Flat Panel X-ray Nano
with battery charger accessory kit for the Police Department. The
Homeland Defense Bureau's Bomb Squad will use the equipment to
obtain rapid images of suspected hazardous devices and improvised
explosive devices. The device is small, light, and portable, allowing the
Page 53
technician to respond to incidents safely by providing real-time X-ray
scans remotely. Hazardous incidents encountered by the Bomb Squad
requires specialized equipment to mitigate hazards to the community and
to the first responders. The item will be paid for with the FY 2020 State
Homeland Security Grant Program, Explosive Ordnance Disposal
Enhancement Grant.
15 Regupol Zebra Athletics LLC
For $60,445.00 in payment authority to purchase and install physical
fitness mats for the Police Department. The purchase will allow the
replacement of the current mats which have exceeded the useful life, are
out of warranty as of 2017, and are no longer safe to train on due to tears
in the material. The new mats will be installed in the Department's current
two training rooms and a third new training room, which will increase the
volume of training that can be conducted.
16 Ignazio Edward Genna
For $79,500.00 in payment authority for a new contract, entered on or
about May 5, 2021 for a term of five years until May 4, 2026 to provide
Interest-Based Mediation (IBM) services and training in the principles and
practices of Interest-Based Problem Solving (IBPS) for the Human
Resources Department. IBM services will be provided to achieve
resolutions using IBM techniques. The Labor Relations Division of the
Human Resources Department, City Management and multiple Union
partners will participate in the IBPS training. IBPS is a facilitation and
conciliation technique used to promote productive, respectful, and safe
negotiation and working environments. The goal of the training is to
provide the tools to reach mutually agreeable solutions while building
stronger working relationships between the City and its labor groups
during the two-year contracts and throughout the year while addressing
labor-management concerns.
17 Websolv Computing, Inc. doing business as ecfirst
For $60,495.00 in payment authority for a new contract, to be entered on
or about May 6, 2021 for a one-year term to assist the City of Phoenix with
Health Insurance Portability and Accountability Act procedures, gap and
risk analysis, training, and governance program in support of departments
citywide for the Information Technology Services Department. The
Page 54
request is necessary to ensure a consistent approach to our operations
and regulatory compliance.
18 ReluTech, LLC
For $24,024.00 in payment authority to purchase six months of
maintenance and support for three of the City's Hitachi Virtual Storage
Platform (VSP) for the Information Technology Services Department. The
three VSP's will reach end of service life and will no longer be supported
by Hitachi. Maintenance and support are critical, as VSP's are the primary
management interface for all Hitachi based storage systems in the City
and service interruptions could cause systems failure and un-recoverable
loss of data. Systems potentially affected would be SAP, eCHRIS,
BRASS and other vital administrative systems within the City.
19 Maricopa Association of Governments
For $202,282.00 in payment authority for annual membership dues and
assessments for FY 2020-21 for the Office of Government Relations,
Public Works, Finance, Water Services and Human Services
departments. The Maricopa Association of Governments (MAG) is a
Council of Governments that serve as the regional planning agency for the
metropolitan Phoenix area. MAG is the air quality planning agency and
Metropolitan Planning Organization for transportation in Maricopa County;
this includes the neighboring urbanized area in Pinal County, containing
the Town of Florence and City of Maricopa. MAG provides regional
planning and policy decisions in areas of transportation, air quality, water
quality, and human services.
20 Herc Rentals, Inc.
For $17,301.15 in payment authority for the fueling of rental generators
needed during a power outage at the 27th Avenue Transfer Station. The
Public Works Department provides backup generators to power areas of
the 27th Avenue Transfer Station for the duration of a power outage. The
backup power ensures the facility maintains operations and can provide
services to the public. Fueling the generators is necessary to provide
ongoing generator power for continued operations of the facility and to
prevent increased operational costs and temporary site closure.
Page 55
Report
Supporting documents
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Item text
Departments
Request authorization for the City Manager, or his designee, to reopen City facilities
and activities in the Parks and Recreation and Human Services departments on the
Monday after Memorial Day, which is June 7, 2021.
Summary
In March 2020, the Phoenix Parks and Recreation and Human Services departments
responded to the spread of COVID-19 and closed facilities to in-person visits and
services. For customers, in-person recreation programming, access to gymnasiums,
classrooms and fitness centers ended. In addition, services for seniors, including
congregate meals, in-person programming and social activities shifted to virtual and
home delivered methods.
On March 16, 2021, the Phoenix City Council approved reopening outdoor Parks and
Recreation services such as fields for reservations, all park amenities and 12 of 29
pools for the summer Aquatics season.
The departments recognize the importance of providing the community with in-person
programming options. Many parents have come to rely on indoor programming during
the summer months when students are out of school; and seniors desire to engage in
programs and activities with their peers; therefore, the focus is to implement a safe,
phased strategy to restore select in-person, indoor programming and services at
reduced capacities. The departments have provided their reopening plans to a public
health professional for review and feedback has been incorporated into each plan.
Parks and Recreation
The Parks and Recreation Department recommends implementation of in-person
programming at centers that historically provide summer recreation activities, with
reduced capacities in a tiered approach. Activities will include the annual summer
program for registered participants ages 6 to 12; and limited indoor and outdoor
recreation classes, which require registration and/or appointments.
Page 56
The department will refer to the City of Phoenix overall risk category per the Arizona
Department of Health Services Community Transmission Indicators to progress
through its reopening stages. Tier 1 will include 11 of the department’s largest
community centers opening at 50 percent program capacity, while in the Substantial
Transmission risk category. These centers were selected based on their size, overall
facility capacity and the ability to provide more social distancing among participants,
than smaller centers.
Tier 1 Centers
Deer Valley Community Center (2001 W. Wahalla Lane)
Desert West Community Center (6501 W. Virginia Ave.)
Eastlake Community Center (1549 E. Jefferson St.)
Goelet A.C. Beuf Community Center (3435 W. Pinnacle Peak Road)
Longview Neighborhood Recreation Center (4040 N. 14th St.)
Maryvale Community Center (4420 N. 67th Ave.)
Paradise Valley Community Center (17402 N. 40th St.)
Pecos Community Center (17010 S. 48th St.)
South Mountain Community Center (212 E. Alta Vista Road)
Sunnyslope Community Center (802 E. Vogel Ave.)
Washington Activity Center (2240 W. Citrus Way)
Programming will be executed with the following mitigation efforts in place:
· Face coverings required in alignment with City of Phoenix facility mask mandate,
except when eating.
· A COVID-19 screening survey will be required upon arrival to the facility.
· Temperature checks.
· Program and facility occupancy control limits based on overall risk transmission.
· Public facing reception areas will provide contactless customer service. Plexiglass
barriers have been installed at all service desks.
· Social distancing of center furnishings and installation of signage to encourage
social distancing.
· Virtual programs and activities will continue to be provided.
· Daily on-site janitorial staff will frequently clean and disinfect touched surfaces and
restrooms throughout their day.
· Cleaning of games, craft items and exercise equipment will occur after each
member use.
· Disinfectant wipes, hand sanitizer, disposable masks and gloves for members and
staff will be readily available.
Page 57
· Fresh air intake volume has been increased at all community and recreation centers
to circulate a higher concentration of fresh air into the buildings. MERV13 air filters
have been installed at all centers.
· Participants are provided with pre-packaged lunches or will bring their own lunch,
snacks and drinks daily. Lunch will take place indoors in a space that allows for six
feet of physical distancing.
A minimum of 30-days’ notice is needed to reopen community centers to ensure
sufficient time to hire and train staff as needed, re-secure custodial services and
conduct summer program registration.
Once the City of Phoenix overall risk category reaches Moderate Transmission, Tier 1
centers will increase program capacity to 75 percent; and Tier 2 centers will open at 75
percent program capacity.
Tier 2 Centers
Aeroterra Community Center (1725 E. McKinley St.) *
Coffelt-Lamoreaux Recreation Center (1510 S. 19th Drive) *
Faye Gray Recreation Center (5550 S. 20th St.)
Harmon Recreation Center (1425 S. 5th Ave.)
Hayden Neighborhood Recreation Center (420 W. Tamarisk Ave.)
Holiday Park Recreation Center (4560 N. 67th Ave.)
Luke Krohn (1940 1/2 E. Villa St.) *
Marc Atkinson Recreation Center (4535 N. 23rd Ave.)
Mountain View Community Center (1104 E. Grovers Ave.)
Muriel Smith Recreation Center (2230 W. Roeser Ave.)
Playa Margarita Recreation Center (3615 W. Roeser Ave.)
Sidney P. Osborn (1720 E. Adams St.) *
South Phoenix Youth Center (5245 S. 7th St.)
Sunnyslope Youth Center (1702 W. Peoria Ave.)
University Park Recreation Center (1002 W. Van Buren St.)
Vernell Coleman Recreation Center (830 W. Tonto St.) *
(*denotes Housing Department sites)
The following community centers do not offer formal summer recreation programs but
would open for drop-in recreation activities at reduced capacities and for select classes
and programs, which will require registration and/or appointments.
Page 58
Bret Tarver Learning Center (1516 N. 35th Ave.)
Verde Park Recreation Center (916 E. Van Buren St.)
Devonshire Senior Center (2802 E. Devonshire Ave.) **
**Devonshire is only used for classes and programs during evening and weekend
hours; the Human Services Department uses the facility for senior programs during
weekday, daytime hours. Class sizes range depending on activity and room used in
the facility.
Once the City of Phoenix overall risk category reaches Low Transmission, community
centers will return to normal service hours and days, and programming and activities
will be expanded based on what CDC thresholds allow.
High School Swimming Pool Rentals
The Parks and Recreation Department is recommending Phoenix pools be open for
high school pool rentals Aug. 2, 2021 through Nov. 5, 2021. Approximately 14 high
schools typically utilize eight City pools over the course of the fall for their high school
swim and dive teams. This year, Washington Pool is not one of the 12 pools that will
be open during the 2021 Aquatics season. As a result Washington Pool will not be
filled with water and will not be available for fall pool rentals. The City provides one
pool manager and up to three lifeguards to ensure supervision and adequate lifeguard
coverage during practices and meets. High school districts pay staffing costs prior to
the rental; and reimburse heating, chemical and electrical costs after the swim season.
All high schools will be expected to adhere to current Arizona Interscholastic
Association COVID guidelines and all City of Phoenix Aquatics COVID-facility
requirements.
Outdoor Activities and Special Permits
The Parks and Recreation Department is also recommending resuming special permit
applications for beer, bounce houses and amplified sound, as well as Special Activity
Requests for private activities in the park. Examples include birthday parties, family
reunions and other gatherings not open to the public. Any requests for special events
open to the public must continue to be submitted and reviewed by the City Manager’s
Special Event Committee.
Human Services
The Human Services Department recommends implementation of in-person
programming at all 15 senior centers, to include on-site meal and senior shuttle
services, with reduced capacities in a tiered approach.
Page 59
The department will refer to the City of Phoenix overall risk category per the Arizona
Department of Health Services Community Transmission Indicators to progress
through its reopening stages. Tier 1 will include all 15 of the department’s senior
centers opening at 50 percent program capacity, while in the Substantial/Moderate
Transmission risk category.
Senior Centers
Adam Diaz Senior Center (4115 W. Thomas Road)
Chinese Senior Center (734 W. Elm St.)
Deer Valley Community Center (2001 W. Wahalla Lane)
Desert West Community Center (6501 W. Virginia Ave.)
Devonshire Senior Center (2802 E. Devonshire Ave.)
Goelet A.C. Beuf Community Center (3435 W. Pinnacle Peak Road)
Helen Drake Senior Center (7600 N. 27th Ave.)
Marcos de Niza Senior Center (305 W. Pima Road)
McDowell Place Senior Center (1845 E. McDowell Road)
Paradise Valley Community Center (17402 N. 40th St.)
Pecos Community Center (17010 S. 48th St.)
Senior Opportunities West Senior Center (1220 S. 7th Ave.)
Shadow Mountain Senior Center (3546 E. Sweetwater Ave.)
South Mountain Community Center (212 E. Alta Vista Road)
Sunnyslope Community Center (802 E. Vogel Ave.)
Programming will be executed with the following mitigation efforts in place:
· Face coverings required in alignment with City of Phoenix facility mask mandate,
except when eating.
· A COVID-19 screening survey will be required upon arrival to the facility to
determine their fitness to remain at the center.
· Temperature checks.
· Due to maximum 50 percent occupancy limit for members, a reservation process
will be utilized to offer morning (9 to 11:30 a.m.) and afternoon (1 to 3:30 p.m.) class
and activity sessions; to maintain distancing, seniors will only be permitted to attend
either the morning or the afternoon classes or activity sessions. When surveyed by
staff, those seniors who responded agreed that this would allow the most number of
individuals to attend.
· Public facing reception areas will provide contactless customer service. Plexiglass
barriers have been installed at all service desks.
· Social distancing of center furnishings, including plexiglass dividers installed on
tables, and installation of signage to encourage member, vendor and staff
Page 60
compliance with social distancing.
· Virtual programs and activities will continue to be provided utilizing digital instructor
stations and remote TVs.
· Daily on-site janitorial staff will frequently clean and disinfect touched surfaces and
restrooms throughout their day.
· Cleaning of games, craft items and exercise equipment will occur after each
member use.
· Cleaning of computer laptops will occur after each laptop has been returned.
· Disinfectant wipes, hand sanitizer, disposable masks and gloves for members and
staff will be readily available.
· Fresh air intake volume has been increased at all senior centers to circulate a
higher concentration of fresh air into the buildings. MERV13 air filters have been
installed at all senior centers.
Meal and Transportation Services
The Human Services Department is recommending individually packaged hot meal
services for senior center members attending classes and activities on-site, and
weekly frozen meal deliveries to members unable to visit the senior center due to
occupancy capacity limits or personal safety needs. Shelf stable meals would also be
available for members wanting to reserve a meal on specific days when they are
unable to remain at the center during programming. Senior shuttle transportation
services would resume for members as needed to and from their homes to the nearest
senior center. Only members of the same household may travel together. Both meal
and transportation vendors will follow all established safety protocols.
A minimum of 30-days’ notice is needed to ensure sufficient time to prepare the facility,
re-secure daily custodial services, notify members, train staff on new cleaning
protocols and begin registration for indoor classes and activities.
Once the City of Phoenix overall risk category reaches Low Transmission, the 15
senior centers will return to normal service hours and days, and programming and
activities will be expanded based on what CDC thresholds allow.
Responsible Department
This item is submitted by Deputy City Manager Inger Erickson and the Parks and
Recreation and Human Services departments.
Page 61
Report
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Item text
Present Position Statements from City and AFSCME Local 2384 (Unit 2) on
Unresolved Issues
Summary
The meet and confer process with the City's five authorized employee organizations
("Meet and Confer units"), as outlined in Section 2-219 of the City Code, began in
January 2021. Following notification to the Phoenix Employment Relations Board
(PERB) that a dispute still existed after the March 1, 2021 deadline outlined in Section
2-219 of the City Code, a fact finding process was initiated with American Federation
of State, County and Municipal Employees (AFSCME) Local 2384. As of April 21,
2021, issues remain unresolved and an agreement has not been reached with
AFSCME Local 2384 (Unit 2).
In accordance with the terms of Section 2-219 of the City Code, if no agreement has
been reached by April 21, 2021, the City Manager and the employee organization shall
submit to the City Council written position statements on all unresolved issues in
dispute; and, the City Council shall conduct a public hearing at which the parties shall
be given full opportunity to explain their respective positions on all unresolved issues.
This item provides the required opportunity for a public hearing on the unresolved
issues.
Within 10 working days following the conclusion of the public hearing, the City Council
is authorized to take final action imposing terms and conditions of employment (by
May 19, 2021). Without a tentative agreement by May 5, 2021, an action item will be
placed on the next available Formal agenda for the Council to take final action.
Attached to this report are:
Attachment A: Fact Finding Report
Attachment B: Position Statement from the City
Attachment C: Position Statement from AFSCME Local 2384 (Unit 2)
Responsible Department
The item is submitted by Deputy City Manager Toni Maccarone and the Human
Resources Department.
Page 62
To: Toni Maccarone Date: May 3, 2021
Deputy City Manager
From: Lori Bays
Chief Human Resources Officer
Subject: WITHDRAWAL OF ITEMS #22 AND 23 ON MAY 5, 2021 COUNCIL FORMAL
MEETING AGENDA
This memo is to request withdrawal of items #22 and 23 on the May 5, 2021 Council
AFSCME 2384 (Unit 2) on Unresolved Issues and Public Hearing to Present Position
Statements from City and AFSCME 2960 (Unit 3) on Unresolved Issues. The City and
AFSCME 2384 as well as the City and AFSCME 2960 have reached tentative
agreements on the respective Memoranda of Understanding for 2021-2023.
ATTACHMENT A
IN THE FACTFINDING PROCEEDINGS
3 PURSUANT TO PHOENIX CITY CODE
5 AMERICAN FEDERATION OF STATE,
6 COUNTY, AND MUNICIPAL EMPLOYEES,
LOCAL 2384 (UNIT 2)
7 FACTFINDING REPORT
Union, AND
ADVISORY RECOMMENDATIONS
&
10 CITY OF PHOENIX,
11 Employer
12 Factfinder: Najeeb N. Khoury
Appearing For the Union: Jennifer Kroll & Dan Bonnett, Martin & Bonnett, P.L.L.C.
Appearing For the City: Heidi Gilbert, City Attorney’s Office
Hearing Dates: April 1 & 2, 2021
17 BACKGROUND
18 This factfinding proceeding involves the City of Phoenix’s Unit 2. Unit 2 consists of
skilled trades positions, and is represented by AFSCME Local 2384 (“AFSCME” or “Union”).
There are approximately 1,700 budgeted positions in Unit 2. The parties are bargaining for a
Memorandum of Understanding (MOU) that will run from July 1, 2021-June 30, 2023. Pursuant
23 to the City’s Code and the Phoenix Employment Relations Board’s Rules, the parties submitted
24 their disputes to factfinding and selected me as the factfinder. The factfinding hearing occurred
on April 1 & 2, 2021 in Phoenix, Arizona.
FACTFINDING REPORT AND ADVISORY RECOMMENDATIONS - 1
Page 63
1 ANALYTICAL FRAMEWORK
Unlike interest arbitration, where a third-party neutral sets the terms of a new contract, a
third party neutral in a factfinding simply provides recommendations. This in essence makes
factfinding an extension of bargaining. Ultimately, absent an imposition of terms by the
6 employer, the parties must persuade one another of their positions, and the neutral factfinder
7 provides an outside perspective to help the parties along.
For non-economic issues, neutral factfinders have typically required the party seeking a
change to the status quo to carry the burden of persuasion, and I will follow that convention. In
analyzing each non-economic issue, I will be asking two questions. First, should the status quo
12 be changed? The party proposing the change must demonstrate that there is a problem with the
13 status quo or that the status quo can be improved. Second, does the proposed language solve the
problem or enhance the status quo? If the answer to this second question is no, I will either
recommend the status quo or provide a different proposed solution that better addresses the issue
identified in the first question.
18 ISSUES AND RECOMMENDATIONS
19 Article 3, Section 3-1 (Wages):
The City’s last offer was a 2% ongoing wage increase and a 3% one-time monetary
enhancement for 2021-2022, and a 1.5% ongoing wage increase and a 2.5% one-time monetary
enhancement for 2022-2023 plus language stating that the City Council could consider using
24 American Rescue Plan Act (“ARPA”) money for further enhancements. However, .5% of
25 ongoing money and .5% of one-time money in 2021-2022 is contingent on the Union accepting
what the City has called its transparency package.
FACTFINDING REPORT AND ADVISORY RECOMMENDATIONS - 2
Page 64
1 The Union’s last offer was a 2.5% ongoing wage increase and a 3% one-time monetary
enhancement for 2021-2022, and a 2.5% ongoing wage increase and a 3% one-time monetary
enhancement for 2022-2023. The Union also asks that there be additional wage enhancements if
projected revenues increase year-over-year. The Union further proposes that the parties meet
6 and confer regarding any ARPA money that will be used for wage enhancements.
7 By way of background, a 1% increase in total compensation for all bargaining units costs
the City approximately $18.8 million across all funds and approximately $11.8 million to its
general fund; a 1% increase in total compensation for Unit 2 employees costs the City
approximately $1.7 million across all funds and approximately $360,000 to its general fund.
12 City’s Position On Economics:
13 The City argues that its proposal is generous and in keeping with what other units have
agreed upon. The City acknowledges that it is in a fiscally sound position, having a $153 million
surplus in its general fund. The City, however, emphasizes that $98 million of the surplus is in
one-time money and only $55 million is ongoing, and that one-time money should not be used to
18 pay ongoing costs. The City states that this surplus only reached its current level because federal
19 regulations allowed it to transfer one-time funding from the Coronavirus Relief Fund (CRF) to
the general fund to offset public safety salaries.
The City produces a yearly trial budget after receiving initial input from community
stakeholders and City Council members. After a trial budget is presented, the community is
24 allowed to provide input on the trial budget, which then turns into a proposed budget and
25 ultimately an adopted budget. There are often significant changes between a trial budget and the
adopted budget. City Manager Ed Zuercher testified that the current Trial Budget for the 2021-
2022 budget year seeks to balance community needs for service, organizational needs for
FACTFINDING REPORT AND ADVISORY RECOMMENDATIONS - 3
Page 65
1 infrastructure to provide those services, and fair compensation for City employees. He also
noted that the City’s population is growing, and that the City anticipates needing to hire more
employees to provide services. The City’s current Trial Budget dedicates 77% of its general
fund surplus or $118 million to employee compensation enhancements, which is in excess of the
6 70% of its surplus that it dedicated to enhanced compensation in the previous round of
7 negotiations.
In addition to employee compensation enhancements, the Trial Budget dedicates funds
to Public Safety Reform & Responsiveness, COVID Relief & Resiliency, Climate Change &
Heat Readiness, Affordable Housing & Homelessness, Building Community and Responding to
12 Growth, and Administrative Accountability. Assistant City Manager Jeff Barton testified that
13 any economic enhancements beyond the current offer would require the City to make
commensurate cuts to its other priorities which are reflected in the Trial Budget, as the City is
legally required to have a balanced budget. Barton also noted that the City has long-term
pension obligations which are projected to worsen, with approximately 26% of general fund
18 costs going to pension obligations by 2025-2026.
19 The City also points out that other bargaining units have already agreed to the offer
currently before Unit 2 and that they have “Most Favored Nations” language in their agreements,
meaning that the City would be obligated to give the other units increases beyond what their
current agreements contemplate.
24 Budget and Research Director Amber Williamson testified that the City exercises best
25 practices in its budgeting. Therefore, it does not include new or additional revenue streams that
have not been realized. She further testified that the City’s projected and actual numbers have
been historically close, and that the City of Phoenix prides itself on its budgeting accuracy. She
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1 acknowledged that revenues from recreational marijuana sales and ARPA money are not in the
2021-2022 Trial Budget, as these are new sources of revenue.
Union’s Position on Economics
AFSCME argues that its members were asked to sacrifice in hard times, and that they did
6 so willingly; therefore, now that there is a sizeable surplus it is only right that the City offer a
7 better economic package. After the Great Recession, Unit 2 took 3.2% in concessions in its
2010-2012 MOU, had 1.6% of concessions restored in its 2012-2014 MOU; took an additional
2.5% in concessions in its 2014-2016 MOU; received 4.2% restoration of concessions in its
2016-2019 MOU; and finally received 3.5% wage increases in its 2019-2021 MOU. While the
12 last MOU finally got Unit 2 past its concessions, the real dollar wages of its members are still
13 well behind 2010 wages due to inflation. AFSCME points out that the current offer of 3.5% on-
going money over two years will not keep up with CPI, which is projected to be about 2% a year,
and that while one-time money is good, it does not help keep up with inflation.
AFSCME notes that increases to Unit 2 do not have the same impact on the general fund
18 as increases to other units, especially sworn units. AFSCME has worked with the City on
19 pension reform for the civilian pension system. Consequently, the civilian pension system is not
projected to grow appreciably as a percentage of the general fund in the next five years. Further,
a good percentage of Unit 2’s salaries are not charged to the general fund, as many employees
work in non-general fund, enterprise departments.
24 Laurie Ann Atienza, Labor Economist for AFSCME, testified that the City’s audited
25 financials demonstrate that the City is financially healthy, and that revenues show steady, healthy
growth with consistent surpluses. Atienza opined that the City’s audited financial statements
demonstrate that it can absorb compensation enhancements especially in light of its $153 million
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1 surplus, the $416 million ARPA money coming to the City, and the expectations that the
Phoenix area will continue to experience population, employment and income growth.
Finally, AFSCME notes that the Trial Budget does not account for any increases in
revenue due to recreational marijuana sales, which were recently legalized in Arizona, and does
6 not include the $416 million in ARPA funds; therefore, AFSCME believes there should be more
7 money available for economic enhancements, especially in the second year of the MOU.
Recommendation on Economics
One can certainly understand each side’s position. The Union believes it has sacrificed a
great deal to help the City during hard times, and that it is not the source of the City’s long-term
12 pension problems, having agreed to pension reform initiatives. The City wants to treat all of its
13 bargaining units equitably when it comes to across-the-board total compensation increases, and
will not agree to provide higher total compensation increases to civilian employees even if those
increases have a less dramatic impact on its long-term projections than increases to sworn
employees. The Union wants on-going increases that, at a minimum, keep up with inflation.
18 The City wants to maintain as much long-term flexibility as possible, and is therefore offering
19 large one-time sums, which do not have a compounding impact on its future budgets and are not
pensionable.
Further, the City does not want to give economic enhancements beyond what it has
agreed to with other units given that those other units have “Most Favored Nations” language;
24 however, Unit 2 believes it is not similarly situated to those other units given many of its unit
25 members are not paid through the general fund. The City is following what it believes is
budgeting best practice by not including the unrealized ARPA and recreational marijuana funds;
the Union responds that there is certainty that those funds will be realized during the life of this
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1 MOU. The City argues that nothing precludes the Council from dedicating some ARPA money
to economic enhancements, but the Union counters that it wants an opportunity to meet about
any such enhancements.
Given the uncertainty of the times we are in (with the pace of re-openings and increased
6 economic activity not being certain), I recommend that the parties take a cautious approach but
7 allow for the opportunity for further economic enhancements during the life of the MOU. It is
also not lost on me that other units have already settled for what the City is offering the Union,
and that it is difficult for the City to offer more to one unit than what other units have agreed
upon. Therefore, I will recommend that the parties settle on a 2% ongoing wage increase and a
12 3% one-time monetary enhancement for 2021-2022, and a 1.5% ongoing wage increase and a
13 2.5% one-time monetary enhancement for 2022-2023 with reopener language to allow for
discussion of further enhancements.
This recommendation, however, is not contingent on the Union accepting the City’s
“transparency package.” This is because I will not be recommending those proposals as drafted.
18 Further, I do not believe any party calculated a precise monetary value for the “transparency
19 package,” but were simply using the monetary number as an incentive. Therefore, I will be
making my recommendations on those proposals as stand-alone recommendations and based on
what I believe makes sense for each proposal.
The facts do support a finding that with the ARPA money and, to a lesser extent, the
24 recreational marijuana revenue, there will be additional revenues during the MOU that can help
25 bridge the gap between the parties’ proposals, and that these additional revenues are not
accounted for in the Trial Budget, meaning additional economic enhancements based on these
revenues will not impact the City’s other priorities outlined in the Trial Budget. I recognize that
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1 it is hard to know the precise allowable uses for ARPA money at this point and that the amount
of revenue to be generated by recreational marijuana sales is an open question. For this reason,
any concrete economic enhancements tied to these new sources of revenue are premature.
I, therefore, recommend that the parties agree to an economic reopener allowing the
6 parties to discuss further enhancements based on acceptable uses of ARPA money and any
7 realized revenue from recreational marijuana sales. I do not recommend adopting the City’s
language that it will evaluate the ARPA money and unilaterally provide a non-specified
percentage of premium pay. It is a fundamental right of unions to be able to meet and confer
with employers over economic enhancements. Finally, I do not recommend that the parties agree
12 to AFSCME’s language that economic enhancements will automatically be tied to increased
13 revenue. Rather, the re-opener language should be clear that the parties are required to meet over
further economic enhancements based on the new revenue, but no negotiated outcome is
predetermined by such language.
Article 2: Section 2-1(C): (Grievance Committee)
18 This is part of the City’s transparency package. The City proposes altering the Grievance
19 Committee language so that the President of AFSCME Local 2384 or his/her designee does not
sit on the committee that reviews Unit 2 grievances. Under the MOU, AFSCME may select to
have a grievance heard by an arbitrator or through the Grievance Committee. The Grievance
Committee is currently made up of an appointee of the City Manager, a City department director
24 and the president of the local or the president’s designee. The committee submits findings and
25 advisory recommendations to the City Manager, who makes the final determination on the
grievance.
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1 The City worries that the optics of the AFSCME Local 2384 president hearing Unit 2
grievances is troublesome; therefore, the City proposes having the president of a different union
sit on the committee to hear AFSCME Local 2384 grievances. The Union provided some
counter language but is essentially advocating no change to the language.
6 I recommend no change to the language. The City offered no evidence that there has
7 been a problem in the current set-up other than potential optics. If a member of the public were
to complain about the setup, it would provide an opportunity to educate that interested member
of the public and explain why the setup serves the interest of the City. Notably, an election by
the Union to use the Grievance Committee process saves the City and the Union the expense of
12 going to arbitration, and the Union is more likely to select the Grievance Committee route if it
13 has representation on the committee. Moreover, any concern that the Union is deciding its own
disputes is offset by the fact that management has two representatives on the committee and that
the committee ultimately just makes recommendations to the City Manager.
Additionally, the City’s proposal of having a different union president sit on the
18 committee is highly unorthodox. The MOU is a contract between AFSCME Local 2384 and the
19 City. It is unclear why the president of a local that has no interest in the contract between the
parties (and who is not a professional neutral trained in deciding contractual disputes) should
have a role in the dispute resolution process. Certainly, in my experience, I have never seen such
a setup before.
24 Article 1: Section 1-4(E): (Purging Evaluations--10 years)
25 The City proposes eliminating language that says: “Upon request, performance
evaluations over 10 years old will be purged from a unit member’s personnel file after 10 (ten)
years as an active employee.” In its proposal, the City states the reason for the proposal is “ to
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1 mirror the current practice of maintaining performance evaluations electronically.” The Union
counters that the language should say that a unit member could still ask that “all performance
evaluations 10 years old be placed into an inactive file, prohibiting them from being utilized for
any performance evaluations or promotional opportunities.”
6 I recommend adopting the Union’s language. Placing old performance evaluations in
7 inactive status eliminates any concern that physical documents are required to be produced and
then destroyed. There is no reason why electronic documents cannot be marked inactive.
Further, there is no reason why 10-year-old performance evaluations (as opposed to serious
discipline) should be used for any purpose.
12 Article 1: Section 1-4(E): (Purging Discipline--5 years)
13 The MOU currently precludes the City from considering discipline that is over five years
old in any process, i.e., discipline that is over five years old cannot be considered in making
progressive discipline or promotional determinations. The City argues that this has created
problems both with the public wanting accountability and with other employees who are losing
18 out on promotional opportunities despite having clean records. Specifically, the City points to
19 some embarrassing or egregious acts of misconduct that have occurred that the City believes
should not be disregarded after five years. The City emphasizes that its proposal would just give
it the discretion to review old discipline.
The Union responds that the City has the authority to bypass progressive discipline for
24 serious misconduct and that if the City chooses to give an employee a second chance, the
25 employee should have a chance at a clean slate. The Union also argues that the push for
transparency is due to cases involving police officers, and there have not been serious problems
with Unit 2 members and old discipline. Moreover, the Union notes that unit members have
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1 relied on this MOU language in either settling or choosing not to challenge discipline in the past,
knowing that the discipline had a shelf life.
The parties did make steps toward each other on this proposal. The City agreed that only
suspensions over five years (and not any type of discipline) should be used. The City also stated
6 it would respect settlement agreements containing the five-year limitation language, it would
7 exclude discipline that is defined as moral turpitude, it would consider the frequency and severity
of misconduct, and it would notify an employee if the old discipline was a factor in non-selection
for a promotional opportunity.
The parties were still in disagreement over whether certain types of suspensions should
12 fall under the five-year language. Namely, the parties were in disagreement over whether
13 discipline should last past five years if it is based on abusive or threatening behavior, on
intentionally falsifying records, or on actions that bring discredit or embarrassment to the City.
The Union made clear that its movement was tied to certain economic enhancements that
the City did not make.
18 Given the increased public focus on police misconduct, “me-too” issues, and other
19 changing workplace expectations, it makes sense to change the status quo and allow the City to
be able to consider serious misconduct despite its age. However, it also makes sense that not
every type of discipline should be “evergreen.” Moreover, employees who are bypassed for
promotions based on discipline that is over five years old should have an avenue to contest the
24 issue.
25 Of the types of suspensions that the parties had not come to a conditional agreement on, I
believe that falsifying records is the type of misconduct that should not have a sunset date on it.
I have some concern regarding the language involving abusive or threatening behavior,
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1 specifically as it applies to stewards engaged in union activities. It is well-established that
stewards have wide latitude when representing union members: “Many disciplinary actions are
set aside or reduced because the cause for the discipline (often abusive language in heated
exchanges with supervisors) emerged from, or was related to, union steward duties.” Of course,
6 this does not mean than anything goes and “while a steward’s conduct in the course of union
7 business is protected, the immunity is not absolute, and discipline of stewards in extreme
situations has been upheld even though the basis for the discipline was related to the employee’s
conduct as a steward.” See Elkouri & Elkouri, How Arbitration Works, 5-74 to 5-75 (Kenneth
Mays, ed., BNA Books 8th Ed. 2016). The City’s response to this concern undoubtedly is that
12 only discipline that is upheld can be used five years down the line; however, the Union’s
13 response is that this language might chill the steward’s activity. I think a compromise is to
include this language (as discouraging abusive behavior in the workplace is extremely important)
but have some clarifying language about protected union activity. I, however, do not
recommend the inclusion of discipline based on actions that bring “discredit or embarrassment to
18 the City.” This is new language from the Personnel Rules, and there are no cases yet that explain
19 what type of conduct falls under this language. One can easily argue that any misconduct brings
embarrassment to the City, and including this language might then mean all suspensions that are
over five years can be used.
Moreover, if an employee is notified that old discipline was a factor in non-selection for a
24 promotional opportunity, the employee should have the right to question whether the decision
25 makes sense so that the employee is not forever precluded for future promotions without an
ability to raise a defense.
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1 Finally, I find the argument that employees relied on the current MOU language in
making decisions regarding entering settlements or contesting discipline to be persuasive. While
the employer is not proposing a retroactive imposition of discipline, the employees did rely on
the rules as they were at the time, and it would be unfair to change the rules retroactively.
6 For these reasons, I recommend that the parties adopt language allowing the City on a
7 moving forward basis to use suspensions that are over five years and are based on Personnel
Rules 21b2 (with some mention of union steward rights), 21b4, 21b5, 21b13, 21b14, 21b15,
21b18, and 21b20; that any settlement agreement which mentions the five-year limitation be
respected; and that any employee who is notified that discipline over five years old is a factor in
12 a denied promotion be able to submit a non-binding appeal on the matter.
13 Article 1: Sections 1-4(A) and (B): (Investigations and Discipline)
The City proposes replacing the entire sections dealing with investigations and discipline.
It claims that this is cleanup language and meant to create consistency with the process that
occurs with other civilian units. The City argues that no rights are being lost or protections
18 curtailed by the new language. The Union counter proposed with language that would require
19 the City to provide a unit member with all materials in the City’s possession before conducting
an investigatory interview. The Union basically is asking that civilians receive the protections
afforded in the Police Officer Bill of Rights.
I do not recommend that civilians be given the same rights as the Police Officer Bill of
24 Rights. There are many variables in an investigation and there may be legitimate reasons why
25 management does not want to share all documents during the investigation stage. In terms of
adopting the City’s proposed changed language, it is unclear to me whether the Union had any
objections to the proposal or if the parties simply needed more time to iron out acceptable
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1 language. Therefore, I recommend that the parties work together to agree upon language that
reflects the current practice of investigations, with the understanding that any newly agreed upon
language should clarify current rights and should not curtail any existing rights.
Article 1: Sections 1-4(E) and (G): (Purging/Inactive Reference)
6 As I understand the proposal, the City wants to replace text with a graph that shows when
7 various documents can be removed from certain files and made inactive from other files. Xavier
Frost, Deputy Human Resources Director—Labor Relations, testified that the City is simply
trying to have whatever process is agreed upon be reflected in the chart. I am sure that the point
of confusion for the Union is that the proposed chart incorporates the proposed changes to the
12 five-year old discipline discussed above. My recommendation is that the parties adopt a chart
13 that reflects whatever the parties ultimately agree upon in the other sections of the MOU.
However and to be clear, the move from text to a chart by itself is not meant to change anything
substantively.
Article 6: Section 6-7(F) (Four Corners)
18 The City is proposing language that would eliminate any past written or verbal
19 agreement. Janice Pitts, Deputy Human Resources Director—Employee Relations, testified that
there have been occasions when unions have called upon old agreements. Yet, no specific
examples were given. Further, the City did not provide a list of agreements it was asking the
Union to forego. My recommendation is for the City to identify any old agreements it has with
24 the Union and discuss them on a case-by-case basis rather than asking the Union to waive
25 unidentified rights. Therefore, I am recommending the status quo language.
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1 Article 5: Section 5-9B: (Benefits)
The City proposes eliminating language for use of sick leave in certain situations. The
City stated in its proposal that it wanted to eliminate the language because it was “no longer
applicable with Earned Paid Sick Time State Law.” However, it became clear from the
6 testimony of Mario Ayala, President of AFSCME Local 2384, that the current language covers
7 situations not covered by the new state law and that the contractual language provides other
additional rights. Xavier Frost testified that the different types of sick leave usages could lead to
confusion and abuse; however, there were no concrete examples presented of abuse. I, therefore,
recommend maintaining the status quo language.
12 Article 1: Section 1-6: (New Positions/Classifications)
13 The City’s proposal struck out the entirety of the existing language and proposed new
language. However, it is not clear why it did this. The City did include new language stating it
would give written notice to the Union thirty days in advance of a position being reallocated or
reclassified out of the unit. It appears from the testimony of Ayala that the Union, in addition to
18 notice, wants an opportunity to discuss the reallocation or reclassification of such positions. The
19 Union is not asking for a meet and confer or any veto power.
The Union proposed that it be allowed eight classification studies per year for the unit
rather than the one study provided for in the current language. Janice Pitts testified that the City
does not have the resources to conduct that many studies, and that the City is in the process of
24 doing a high-level classification study of all its positions. The Union responds that such a
25 citywide study will take a long time to complete and many of its positions are paid below market
rates.
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1 I recommend that the parties work together on cleanup language. I also recommend that
the City give 30 days’ notice of reallocations or reclassifications which will take positions out of
the unit and meet with the Union within that 30-day time period to discuss the reallocations or
reclassifications. Any such meeting shall not prevent the reallocation or reclassification.
6 Moreover, as a compromise, I recommend that the parties agree to two classification studies per
7 year. This should not overwhelm the City and acknowledges the importance of classification
studies.
Article 1: Section 1.3 J (Janus Related Litigation)
The parties are discussing the inclusion of new language to account for a possible court
12 order related to litigation involving release time. From the presentations at the hearing, the
13 outstanding issue seems to be whether the Union will have a chance to meet with the City to
discuss implementing any court order that might require a change in how release time is given.
The Union acknowledges that any process for giving input would have to be expedited given the
need to be in compliance with an enforceable court order, if one exists. My recommendation is
18 that the parties agree to meet and discuss ways of implementing an enforceable court order if one
19 is issued. While the Union’s written proposal called for any dispute going to arbitration, it is
unclear that the arbitration process could move fast enough to ensure the parties are in
compliance with a court order in a timely manner. The parties should discuss alternative
methods by which they might meet and come to a speedy resolution. This might include agreeing
24 to factfinding.
25 Union Proposal #27: Fairness Agreement
AFSCME Local 2384 is asking for a “Most Favored Nations” clause that will ensure it is
treated equitably to other units. The written proposal indicates the “Most Favored Nations”
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1 proposal was contingent on the parties not going to factfinding; however, at the hearing, the
Union made clear the proposal is still on the table. I see no reason why AFSCME Local 2384
should not receive the same protection that other units received. I certainly see no reason why
such a clause should be conditioned on a unit not exercising its right to go to factfinding. For this
6 reason, I recommend inclusion of a “Most Favored Nations” clause.
7 Article 1, Section 1-3(I): (Fair and Impartial Grievance Language)
The Union proposes allowing all unit members to grieve any treatment that is not fair and
impartial. The City acknowledged at the factfinding that it highly values a respectful workplace
and has methods for addressing allegations of unfair treatment. However, the City’s position,
12 which is not an uncommon one, is that the grievance process should be limited to contractual
13 violations. My recommendation is that the parties discuss a way outside the grievance process
that the Union can bring forth and track concerns regarding unfair treatment.
Article 2, Section 2-1(B): Grievance Language
The Union seeks to expand the definition of a grievance to include unacceptable
18 workplace conduct and abuse of title or authority. The City stated that it does not tolerate such
19 behavior but that addressing these issues through the grievance process is not the proper forum.
Again, my recommendation is that the parties discuss a way outside the grievance process that
the Union can bring forth and track concerns regarding abusive supervisors or managers.
The Union also seeks language that the City be required to give an explanation should it
24 dismiss a grievance on procedural grounds. Xavier Frost testified that this should be occurring. I
25 recommend adopting this part of the Union’s proposal so that reasons are consistently given for
denials of grievances.
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ATTACHMENT B
Unresolved Matters Regarding Contract Negotiations for the 2021-23 Memorandum of
Understanding with American Federation of State, County and Municipal Employees
Local 2384 (Unit 2)
April 21, 2021
Honorable Mayor Gallego and Council Members:
After two months of negotiations between the City of Phoenix and American Federation of State,
County and Municipal Employees (AFSCME) Local 2384, (Unit 2) the parties reached a
determination of impasse on March 1, 2021. In accordance with the ordinance governing our
Meet and Confer process (P.C.C. Section 2-219, Resolution of Impasses), the parties
proceeded to and completed Fact Finding on April 2, 2021.
EXECUTIVE SUMMARY
This position statement outlines City management’s position regarding the remaining issues in
the negotiation between The City of Phoenix and AFSCME Local 2384 (Unit 2). It provides the
rationale for the City’s stance on each item for the Council and the public’s understanding of the
issues at hand. It should also be read with an understanding that these positions will continue
to be negotiated as we move toward the goal of a final agreement.
The remaining issues are primarily related to compensation increases for Unit 2 employees.
The City’s final offer was an opportunity for a 9.0% total compensation increase over the two
year contract period. This included a 4.0% total compensation increase in each year of the
contract in a combination of on-going and non-continuous (one-time) increases. The City also
offered a financial reward of 1% total compensation (0.5% on-going and 0.5% one-time) for
agreeing to a contract that included the City’s Accountability and Transparency proposals.
These proposals were crafted by the City based upon feedback from the public regarding the
City’s administrative investigation and discipline processes for its employees. This economic
package, including the reward, was offered to all employee groups. It is consistent with the
packages accepted by Units 1, 4 and 5 that Council approved on April 7, 2021. Units 1, 4 and 5
also signed “fairness agreements” entitling them to any additional compensation amount
approved for other bargaining units. Consequently, awarding the same total compensation
increase to Unit 2 without also requiring agreement with the Accountability and Transparency
proposals (as recommended by the Fact Finder) would increase the base economic package
from 8.0% to 9.0%. Units 1, 4 and 5 would be entitled to that 1% increase in addition to 1%
reward, resulting in a total compensation increase of 10%.
Unit 2 is seeking a total compensation increase of 5.5% each year (2.5% on-going and 3.0%
one-time) for a total of 11.0%. This does not include the reward for the Accountability and
Transparency proposals. Unit 2 claims those measures were intended to address concerns
regarding sworn law enforcement and should not apply to other City employees. In addition to
the 11% over two years, Unit 2 also seeks further compensation tied to premium pay under the
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American Rescue Plan Act (ARPA) and sales tax revenue from recreational marijuana. Council
has not had the opportunity to develop strategies for the allocation of these funding sources. As
discussed below, increasing compensation to the requested levels would require the City to
identify additional resources in the 2021-2022 budget, most likely by reducing reserve funds.
The parties were also unable to reach agreement on several other non-economic (or work rule)
changes to the Memorandum of Understanding (“MOU”). The City has outstanding proposals
aimed at clarifying that the agreements between the parties are contained solely in the 2021-23
MOU and updating the MOU to reflect the City’s current notification process regarding
reallocation and reclassification of Unit 2 positions. The Union has two unresolved items that
seek to expand the grievance process and one that would allow union release time to count as
“hours worked” towards completion on an employee’s probationary period. The City maintains
that it is important to limit the grievance process to its intended purpose, which is addressing
potential violations of the MOU. Unit 2 failed to present persuasive evidence warranting a
change from the status quo regarding its remaining items. There are a few other remaining
items, however the parties should be able to resolve them through additional negotiation.
OUTSTANDING ITEMS
The City’s Last Economic Proposal – Opportunity for 9.0% Increase
In Year One of the contract (FY 2021-22): 5.0%
1.5% total compensation increase on an on-going basis.
2.5% total compensation increase on a non-continuous (one-time) basis.
Reward: An additional on-going total compensation increase of 0.5% and a non-
continuous payment equal to the economic value of 0.5% of total compensation for
agreeing to the City’s transparency and accountability proposals.
ARPA: A (non-specified) percentage of premium pay as allowed by the legislation and
deemed appropriate by the City Council.
In Year Two of the contract (FY 2022-23): 4.0%
1.5% total compensation increase on an on-going basis.
2.5% total compensation increase on a non-continuous (one-time) basis.
AFSCME Local 2384’s Last Economic Proposal – 11% Increase Plus ARPA and “Trigger”
In Year One of the contract (FY 2021-22): 5.5%
2.5% total compensation increase on an on-going basis.
3.0% total compensation increase on a non-continuous (one-time) basis.
ARPA: If City elects to use a portion of the funds derived from the Act for “premium
pay,” then City and Union “meet and confer” in order to structure the allocations of those
funds to unit employees.
Trigger: If total projected revenue increases over prior fiscal year, “the City will meet
with the Union to increase compensation to an amount at least equal to the percentage
increase in revenues retroactive to the first full pay period of July 2021.…Revenue
increases include any State or Federal funds for COVID relief and/or the recreational
marijuana tax.”
In Year Two of the contract (FY 2022-23): 5.5%
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2.5% total compensation increase on an on-going basis.
3.0% total compensation increase on a non-continuous (one-time) basis.
Trigger: If total projected revenue increases over prior fiscal year, “the City will meet
the Union to increase compensation to an amount at least equal to the percentage
increase in revenues retroactive to the first full pay period of July 2022.…Revenue
increases include any State or Federal funds for COVID relief and/or the recreational
marijuana tax.”
Economics
The Phoenix City Charter requires a balanced budget each year. The FY 2021-22 forecast
shows a structurally balanced budget, where ongoing revenues are available for existing
programs. The forecast assumes modest revenue growth with no recession, no fee increases
or decreases, no new revenue sources and no changes to current revenue base as provided in
state and city laws or to state shared revenue formulas. The current forecast also assumes no
changes to existing labor contracts or service levels. It assumes, however, that any surplus is
incorporated into the subsequent years’ expenditures, whether in increased one-time and
ongoing costs for added programs and services, labor increases, set asides, or other uses of
the funds.
The General Fund (GF) projected surplus for FY 2021-22 is $153M and is largely made up of
one-time funds of $98M with ongoing resources of $55M available for employee compensation
increases and additions to programs and services in several important categories. The one-time
resources are due to the Council approved transfer of funding from the Coronavirus Relief Fund
(CRF) to the GF to offset public safety salaries as permitted by the Federal guidelines.
The Trial Budget attempts to balance community needs for service, organizational needs for
infrastructure to provide those services, and fair compensation for City employees, without over-
committing one time resources to ongoing expenses. It is critical not to use one-time resources
to fund ongoing costs, especially considering the City is still dealing with the pandemic.
The economic packages offered to the employee groups was consistent with the Trial Budget.
The Trial Budget divides the GF surplus between employee compensation and community
services as follows:
77% or $118 million ($35 million on-going surplus and $83 million one-time
surplus) towards compensation to employees.
This is approximately a 10% increase above what was allocated to employee
compensation during the 2019-21 contract negotiations. There, approximately 70% was
allocated to employee compensation with the remaining 30% to community services.
Competitive compensation allows the City to continue to attract, retain and reward
talented people who provide public service. The City, however, must also be fiscally
responsible. A balanced budget is required. The City cannot spend more than it can
afford. The City must also balance the community’s needs and building/maintaining the
infrastructure to serve those needs.
23% or $35 million towards strengthening our services to the community.
Areas of focus:
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Public Safety Reform & Responsiveness – $21 million (including $15 million for
non-sworn crisis response)
COVID Response and Recovery – $ 2.6 million
Climate Change and Heat Resilience – $2.8 million
Affordable Housing and Homelessness – $2.7 million
Community Services & Growth – $2.9 million
Administrative Accountability – $3.0 million
Adding just over 300 positions
The City must also be mindful of its pension obligations. Since 2007-08 employee pension
costs have consumed a growing share of our GF resources. GF pension costs are anticipated to
increase by over $100M between FY 2021-22 and FY 2025-26. This increase is primarily
caused by rising costs in public safety pension. The City is committed to paying 100 percent of
our actuarially required contribution every year. While reform efforts have been successful, the
City will still have a total unfunded sworn pension liability (PSPRS) of approximately $3.4 billion,
which will require continued diligence and further resource strategies in the coming years.
As the five-year forecast shows, pension costs, particularly PSPRS costs, will continue to add
significant pressure to the GF budget going forward.
The Fact Finder’s Recommendations Regarding Economics are Problematic
The City’s proposed increases to employee compensation are what it could reasonably afford
[Attached as Exhibit A]. The increases, including the reward for agreeing to the Accountability
and Transparency proposals, were offered to all employee groups. Units 1, 4 and 5 accepted
substantially similar proposals and the Council approved those contracts on April 7, 2021.
Those groups also signed “fairness agreements.” This means that should another group receive
a greater economic package, the City agrees to match the increase for their group. Failure to
honor these fairness agreements would create a significant adverse impact to management’s
relationships with Units 1, 4 and 5.
The Fact Finder’s recommendation affords Units 2 and 3 the same total economic package
offered and accepted by Units 1, 4 and 5 but without requiring acceptance of the Accountability
and Transparency provisions. This creates a ripple effect that the City potentially cannot afford.
Although the total value is equivalent to what was offered and accepted by the other groups, the
Fact Finder’s recommendation increases the base economic package. As a result, under the
fairness agreements, Units 1, 4 and 5 would be eligible for the higher base economic package
and still be entitled to receive the negotiated reward. Their packages in year one of the
contracts would increase from 5.0% to 6.0% [2.0% on-going and 3.0% non-continuous (one-
time) plus an additional on-going total compensation increase of 0.5% and a non-continuous
payment equal to the economic value of 0.5% of total compensation for agreeing to the City’s
transparency and accountability proposals]. The General Fund (GF) forecast and proposed
budget includes creating a set-aside reserve using a portion of the GF surplus for labor
increases for FY22/23 and FY 23/24 to remain structurally balanced. If more than the original
economic package is awarded either the set-aside reserve would need to be used to pay for the
increased base economic package in FY21/22, resulting in less resources available for FY22/23
and FY23/24, or a reduction to proposed GF Trial Budget additions for increased community
programs and services would need to be identified to provide resources to cover the increased
economic package.
For reasons not supported in his report or the record, the Fact Finder also recommended a
“most favored nations” clause or fairness agreement for Unit 2. The City repeatedly made it
Page 84
clear that all employee groups were offered the opportunity to receive the same economic
package. The package included a reward. That same package has remained open and
available to Unit 2 throughout this process. As noted by the Fact Finder during the hearing,
fairness agreements are generally used to encourage employee groups to reach a deal prior to
fact finding. They protect groups from missing out on any subsequent increases to the
economic package. At this stage of the process, such protection is unnecessary. Management
has not decreased the economic package extended to Unit 2. It is the same economic
packaged extended to all of the other employee groups and is consistent with what Council
approved for Units 1, 4 and 5.
The Re-Opener/Trigger: American Rescue Plan Act and Recreational Marijuana Sales
ARPA funds were allocated to the City during the negotiations process. Council has yet to
determine how it will use those funds, including whether premium pay will be given to City
employees. It was therefore premature to include anything definitive regarding ARPA premium
pay in these proposals. Council has the authority and discretion to allocate premium pay
separate and apart from the negotiations process. Accordingly, there is no need for “re-opener”
language for ARPA in the MOU as recommended by the Fact Finder.
The City also disagrees with the Fact Finder’s recommendations to include a re-opener, or
trigger, for realized revenue from recreational marijuana sales. The recommendation includes
no requirement that the City’s total GF revenues increase. While the City anticipates it will
receive some revenue from recreational marijuana sales, it is unclear whether total revenues
will increase. Recreational marijuana sales began in January 2021. It is prudent to wait until
more data becomes available regarding this revenue stream and accurate forecasting can be
incorporated into the City’s budgeting process. Moreover, the City made it clear at the hearing
that any such revenues from recreational marijuana sales would likely be used to offset its
unfunded pension obligations. The City maintains that this is the better use of these funds in
the short-term.
Any trigger language should also include the possibility that total GF revenues may decrease.
The Phoenix City Charter requires a balanced budget each year. Once the contracts are
executed, the City is obligated to pay its employees in accordance with the terms of those
agreements. Should total GF revenues decrease, the City would need to make cuts elsewhere
in order to retain a balanced budget. That would arguably include cuts to community services
and programs. Therefore, it is unfair to the community not to also require revisiting employee
compensation when total GF revenues decrease.
Based on current projected budget forecasting that results in a balanced budget without using
reserved funds or predicting any new revenue sources, the City’s economic package being
offered to Unit 2 employees is the best and final offer, and should be approved by City Council.
Unit 2’s eligibility for the reward is still dependent upon whether it agrees to the Accountability
and Transparency proposals and whether the parties ultimately reach an overall agreement.
Accountability and Transparency Proposals
As City employees, we work for this community. We are accountable to them. That means we
listen to their needs and respond to their input. It is not just being good stewards of public
funds. It includes working and behaving at the highest standards. These standards apply to all
City employees.
Page 85
Over the past two years the community made it clear that it expects more transparency in the
City’s investigatory process, corrective action and employee discipline. The City identified
several key areas where improvements could be made. Recognizing the importance of
consistency, the City extended proposals to all employee groups regarding the following:
Investigation Protocols – codify current practices and establish greater consistency
across all bargaining units.
Remove references to purging of performance evaluations or serious discipline and
clarify language permitting discipline to be designated as “inactive.” For Unit 4
(PLEA), no discipline can be deemed “inactive.”
“Evergreen” Serious Discipline – expand the City’s ability to consider discipline
issued to an employee for certain serious offenses more than 5 years ago when
assessing appropriate action for subsequent allegations of misconduct, transfers, or
promotions.
Grievance Committee – replace union/association president of grievant with a non-
involved union representative
Investigations
The City’s proposals regarding the investigative process did not restrict any employee rights or
privileges [Attached as Exhibit B]. The proposals were intended to update the MOUs to reflect
current practice and to establish greater consistency amongst all employees. The parties were
very close to reaching an agreement on the language. The substantive issue preventing the
parties stemmed from the Union’s request for employee’s to receive additional materials prior to
submitting to administrative interview. There, Unit 2 argued for the same or similar language as
the Unit 4 MOU, which covers Police Officers. This despite repeated arguments that Unit 2
employees should be treated differently from sworn law enforcement officers with respect to the
investigatory process and discipline.
The Fact-Finder rejected Unit 2’s proposal to mirror language in Unit 4 MOU or the Officer’s Bill
of Rights that would entitle employees to more evidence prior to an investigatory interview. He
agreed with the City that there may be legitimate reasons why management does not want to
share all documents during the investigation stage. As discussed below, he also rejected the
Unit 2’s arguments that the accountability concerns should be directed solely towards sworn law
enforcement. He encouraged the parties to continue to work together to find consensus on
language that does not curtail any existing rights. The City remains committed to doing so.
Purging/Inactivating Files
The City has historically allowed employees to “purge” or “inactivate” certain materials from their
departmental and personnel files. Materials such as performance evaluations and discipline
generally became eligible to be “purged” after the passage of a specified amount of time.
Currently, “purge” does not mean destruction. The materials are moved to an “inactive” file,
which means they will not be used by the City when considering a transfer, promotion, or the
appropriate level of discipline (progressive discipline). This language, however, has been
confusing to the public and the media. In addition, the practice no longer makes sense.
Management should have the discretion to be able to review an employee’s history in its entirety
[Attached as Exhibit(s) C and D].
Page 86
Here, the Fact-Finder distinguished performance evaluations from discipline. He recommended
maintaining the current practice of allowing employees to move 10-year-old performance
evaluations to an “inactive” status. But the Fact Finder agreed with City’s arguments that
serious misconduct should be considered for transfers, promotions, and progressive discipline
despite its age. This recommendation is consistent with the Fact Finder’s conclusion that the
City’s accountability concerns should not be directed solely towards law enforcement.
“Evergreen” Serious Discipline
Currently, when making its decision regarding the appropriate level of discipline for a sustained
allegation of misconduct, the City reviews only the past 5 years of the employee’s history. This
5-year window is appropriate for performance issues and lower levels of misconduct. More
serious offenses, however, may be relevant throughout on an employee’s tenure with the City.
The City, therefore, proposed that the following violations of Personnel Rule 21 should remain
open for consideration:
21b2. That the employee has been abusive or threatening in attitude, language, or
conduct towards fellow employees, customers of the City, or the public.
21b4. That 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.
21b5. That 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.)
21b12. That the employee has intentionally falsified records or documents made,
kept, or maintained for or on behalf of the City of Phoenix.
21b13. That the employee has stolen or is in unauthorized possession of City
property or the property of another employee or citizen.
21b14. That the employee is under the influence of alcohol or illegal drugs on the job.
21b15. That after investigation, the employee has violated City of Phoenix anti-
harassment or anti-discrimination policies.
21b18. That the employee has violated the city’s ethics policy, including failure to
provide complete accurate and truthful information.
21b19. That after investigation, it is reasonable to conclude the employee’s actions
brought discredit or embarrassment to the city.
21b20. That the employee’s actions meet the elements of a felony.
[Attached as Exhibit E].
Page 87
The Fact-Finder rejected Unit 2’s arguments that employee accountability concerns were solely
a police or law enforcement issue. He clearly understood that the infractions identified by the
City focused on behaviors that could undermine the public’s trust and confidence. He also
recognized that how all employees treat each other and how they interact with members of the
public is important. Yet, he expressed concern about maintaining the protections or “latitude”
afforded to unions when representing their members. No employee, including a union
representative, should be allowed to engage in abusive or threatening behavior without
consequence. The City maintains its position that all employees need to be professional and
respectful in their interactions with others. Adequate protections for the unions already exist
under the City’s Meet and Confer Ordinance. If any of the City’s unions believe that the City has
over-reacted in addressing a representative’s behavior (or the action is based upon anti-union
animus), a charge can be submitted to the Phoenix Employment Relations Board [PERB].
The City is willing to accept the Fact-Finder’s recommendation to remove 21b19 and any
reference to “moral turpitude” from its proposed language. The City made similar modifications
in its agreements to Units 1, 4 and 5. The City is also willing to implement a non-binding appeal
process for situations where employees are denied promotions when consideration of serious
discipline over five years old was a factor.
The City does not believe it would be in the best interest of the organization or the public,
however, to accept the Fact-Finder’s recommendation for this change to apply only to discipline
going forward. To be clear, the City indicated it would honor all previously submitted and
approved purge/inactive requests along with any settlement agreements with individual
employees where such a term was included. There is nothing fundamentally unfair about
modifying the eligibility of previous discipline for consideration when determining the appropriate
level of discipline for future sustained allegations of misconduct. If anything, it should serve as
another deterrent to engage in such behavior. Limiting the City in this way artificially extends
contract language from 2019-21 MOUs beyond the contract term. It would allow the language
from previous contract negotiations to live in perpetuity, which essentially defeats the main
purpose of a contract term. It also substantially impairs the significance of such a change for
several years.
Grievance Committee
The City submitted a proposal to alter the composition of those who participate on the
Grievance Committee [Attached as Exhibit F]. The Grievance Committee is tasked with
formulating a recommendation to the City Manager regarding whether the grievance has merit,
and if so, how to adequately resolve it. Currently, the union president of the grievant sits on the
committee. The City proposed having a representative from another City employee labor group
instead. The goal was to make the committee more neutral, meaning that no committee
member had a direct interest in the matter under review. It would also allow the union president
of the grievant to focus on advocating on behalf of their member.
The Fact Finder concluded there was no legitimate concern with continuing to allow a union
president of the grievant to be a voting member on the Grievance Committee. He summarily
dismissed the City’s arguments regarding public perception of this practice. He also
misconstrued the City’s efforts towards more objectivity and neutrality. The Fact Finder failed to
appreciate that the management representatives on the committee have no direct involvement
or oversight of the grievant. He also failed to consider that having another union’s perspective
might be beneficial to the committee.
Page 88
The City maintains its position that the voting members of the Grievance Committee should be
altered. Substituting the union president of the grievant with a representative from another City
union would increase the effectiveness of the process without diminishing the ability of the
grievant’s union to share its subject matter expertise and concerns.
City’s Unresolved Non-Economic Items
Four Corners Management/Side Agreements
The City has a longstanding practice of using side agreements with its unions and associations.
A side agreement is an agreement that is not part of the primary MOU, which the parties use to
reach agreement on issues the MOU does not cover, to clarify issues in the MOU, or to modify
the MOU. The City’s position is, and industry standard practice supports, that a side agreement
expires upon formalization of the next contract, unless specifically noted otherwise. The parties
have the opportunity, should they so choose, to negotiate any side agreement language they
wish to continue into the following contract.
Over the past two negotiations cycles, the City has made efforts to clarify that side agreements
are intended to either be incorporated into the MOU or expire. The City’s intent was to have
both parties expressly agree that side agreements going back over the nearly four decades of
negotiations were no longer valid. Put another way, neither party should be able to produce a
document from the 1980’s or 1990’s and claim it is still enforceable.
The City again proposed language attempting to limit the scope of binding agreements between
the parties to the 2021-23 MOU. [Attached as Exhibit G]. This language was agreed to by Unit
1 for its 2021-23 MOU and similar language was added to the 2019-21 MOUs for Units 4 and 5.
The Fact Finder summarily dismissed the City’s proposal because the City did not produce a list
of agreements it was asking the Union to forego. Neither side has actual knowledge of the
other’s records. A key purpose of this proposal was to prevent one side from surprising the
other with past agreements for which it had no record. The City therefore asks that the Council
adopt its proposed language regarding limiting the parties’ agreement to the four corners of the
MOU.
Position Reallocations/Reclassifications
The City responded to concerns raised by the Union regarding the reallocation of Unit 2
positions by ensuring that it would give the Union 30 days’ notice of such changes. This was
already the current practice for the reclassification of Unit 2 positions into a different bargaining
unit. Unit 2 received notice of these changes in March 2020. The City’s proposed language
accurately reflected the changes to this process. [Attached as Exhibit H].
The City accepts the Fact Finder’s recommendation to include a meeting with the Union as well.
As noted by the Fact Finder, the Union sought only a meeting – not the ability to “meet and
confer” or to veto management’s decisions. This is consistent with a recent ruling from PERB
[CA-368], which affirmed management’s authority and discretion to select the classifications of
employees it deems appropriate to meet operational needs.
The City asks that the Council adopt the remainder of its proposed language.
Unit 2’s Unresolved Non-Economic Items
Grievances
Page 89
The Union submitted two proposals that would unduly expand the definition of a grievance. The
first would remove the requirement that grievances should reference a specific violation of the
MOU. This requirement was added to its 2019-21 MOU. The second sought to include
allegations of unacceptable workplace conduct or abuse of authority as set forth in
Administrative Regulation 2.99, Respect and Civility in the Workplace. The grievance process
should be limited to contractual violations.
The Fact Finder’s recommendations on these proposals were limited to having the parties
discuss options outside of the grievance process for the Union to raise these types of concerns.
This overlooks the fact that the City already has numerous options for employees to raise
concerns regarding unfair treatment and unprofessional or disrespectful behavior, e.g. Human
Resources, Equal Opportunity Department, Integrity Line, and PERB. The City therefore asks
that the Council reject the proposed language.
The Union also asked to receive a written explanation when grievances are dismissed on
procedural grounds. This was already the City’s current practice and the City accepts the Fact
Finder’s recommendation to codify this practice in the MOU.
Union Release
The Union proposed language seeking to alter the current interpretation and practice under the
City’s Personnel Rules regarding “hours worked” towards an employee’s probationary period.
The Union asserts that time spent on union release should qualify due to the potential for unfair
treatment or retaliation by supervisors when the employee returns to their assigned position. An
employee facing such scrutiny could seek review by PERB. The Fact Finder concluded that the
suggested harm was too attenuated to recommend a change to the status quo. He also
appropriately noted that such a recommendation could impinge on the Civil Service Board’s
Jurisdiction. The City asks that the Council reject the proposed language.
The City is confident that the parties will be able to reach consensus on any remaining
outstanding items.
Conclusion
City employees persevered on the front lines of the pandemic. The City needs to recognize
their efforts and ensure that its compensation package remains competitive. Compensation is a
major factor in recruiting and retaining top talent. Management’s responsibility, however, is to
present a balanced budget that is sustainable using existing revenue sources. The City must
also balance the community’s needs and provide the infrastructure required to serve those
needs. The compensation package being offered, and as accepted by three other bargaining
units, provides a balance between providing increases to our employees (77%) and improving
services to our citizens (23%) in a fiscally sustainable manner. Unit 2’s economic proposal is
neither affordable nor sustainable. Unit 2 was given the same opportunity as the other
employee groups to receive 9.0% in total compensation increases over the next two years. If
Unit 2 agrees to accept the Accountability and Transparency Proposals, as Units 1, 4 and 5 did,
it should be entitled to the 1% reward. Alternatively, should Unit 2 choose not to agree to the
Accountability and Transparency proposals, it should not be entitled to the 1% reward.
The City’s remaining proposals discussed here should be accepted. They do not fundamentally
alter or impair the rights of Unit 2 employees. The proposals clarify the scope of the
agreements between the parties and codify current City practices in the MOU. The non-
economic proposals that the City has made, especially regarding its accountability and
Page 90
Page 91
City’s Position Statement
Unresolved Matters with Local 2384
(Unit 2)
Exhibit A
Page 92
2021 Negotiations – AFSCME 2384/Unit 2
MC-13 Counter UC68
PROPOSAL Economics
Tentative Agreement:
CURRENT Article 3: NEW
Article, Section, Compensation/Wages Article, Section,
Sub-section Section 3-1.A & B Sub-section
Current Language:
In year one of this agreement, the economic value of ongoing total compensation increase will
equal 2%. Unit 2 employees will also receive a non-continuous payment equal to the economic
value of 3% total compensation.
In year two of this agreement, the economic value of ongoing total compensation increase will
equal 2.0%. Unit 2 employees will also receive a non-continuous payment equal to the economic
value of 3.0% total compensation. The City will accept the following compensation package and
Union Proposals as presented in U-17 Revised, U-27, UC-41, UC-69 and, UC-70 as part of this
deal. These proposals include the City’s accountability and transparency language as modified
by the Union.
New Language or Change:
In year one of this agreement, the economic value of ongoing total compensation increase will
equal 2%. Unit 2 employees will also receive a non-continuous payment equal to the economic
value of 3% total compensation.
In year two of this agreement, the economic value of ongoing total compensation increase will
equal 2.0%. Unit 2 employees will also receive a non-continuous payment equal to the economic
value of 3.0% total compensation. The City will accept the following compensation package and
Union Proposals as presented in U-17 Revised, U-27, UC-41, UC-69 and, UC-70 as part of this
deal. These proposals include the City’s accountability and transparency language as modified
by the Union.
In year one of this agreement, the economic value of ongoing total compensation increases will equal
1.5%. Unit 2 employees will also receive a non-continuous payment equal to the economic value of
2.5% total compensation. Finally, Unit 2 employees will also receive an additional ongoing total
compensation increase of 0.5%, and a non-continuous payment equal to the economic value of 0.5% of
total compensation for agreeing to the City’s transparency and accountability proposals. This will be paid
as follows:
1. A 2.38% base wage increase effective the first full pay period in July 2021.
2. A non-continuous payment $2,235 per Full-Time Employee to be paid out the first full pay period
in August 2021.
3. An additional non-continuous payment of $447 per Full-Time Employee to be paid out the first full
pay period in August 2021.
In year two of this agreement, the economic value of ongoing total compensation increases will equal
1.5%. Unit 2 employees will also receive a non-continuous payment equal to the economic value of 2.5%
total compensation. This will be paid as follows:
1. A 1.78% base wage increase effective the first full pay period in July 2022.
2. A non-continuous payment of $2,279 per Full-Time Employee to be paid out on the first full pay
period in August 2022.
Page 93
PROPOSAL
The City will evaluate the American Rescue Plan Act and will provide a (non-specified) percentage of
premium pay as allowed by the legislation and deemed appropriate by the City Council, balancing the
needs of the community and employees in their development of a strategic plan for the ARPA funds. The
strategic plan will follow guidelines provided by the Department of Treasury. This language will expire at
the conclusion of the 2021-2023 MOU.
Intent or problem to be resolved:
The non-continuous offer is non-pensionable per COPERS/PSPRS rules, statutes, and/or policies.
The value of any other economic proposals signed will be deducted from the value of this offer.
Offer is only good with the signing of the City’s transparency and accountability proposals, as discussed
at the table.
Example(s) of how new language/change will be applied
(perhaps as opposed to previous language):
Tentative Agreement:
___________________________________ ___________________________________
Union Chief Spokesperson/ City Chief Spokesperson
___________________________________ ___________________________________
Date/ Time
2|Page
Page 94
City’s Position Statement
Unresolved Matters with Local 2384
(Unit 2)
Exhibit B
Page 95
2021 Negotiations – AFSCME 2384/Unit 2
M – 9 Revision #1
PROPOSAL Investigations/Discipline
Tentative Agreement:
CURRENT Article 1, 1-4. NEW Article 1, 1-4
Rights of Unit Employees Rights of Unit Employees
Article, Section, Investigations/Discipline
Article, Section, Investigations/Discipline
Sub-section Section A and B Sub-section Section A and B
Current Language:
A. All Unit employees and stewards have the right to have the Union serve as their "meet and
confer" representative as set forth in the Meet and Confer Ordinance without discrimination or
retaliation based on membership or non-membership in the Union or any other organization.
B. Unit employees have the right to be represented by the Union in dealings with the City
concerning grievances, and if personally requested by the employee during the conduct of a
management initiated investigatory interview concerning allegations focused on the employee,
which may result in disciplinary action against the employee for violation of City or department
work rules or regulations. Prior to the employee being interviewed, a supervisor will advise the
employee of the right to a representative. An interview becomes investigatory when facts or
evidence sought by management may result in any disciplinary action against the employee
being interviewed. The employee shall be entitled to receive a copy of any statement that the
employee is instructed to sign. A Unit member that is under investigation for any discipline, and
who is interviewed or requested to respond in writing, will be given a written statement informing
the employee of the nature of the investigation and the allegations against the employee. The
written statement will also notify the Unit member that the employee has the right to have a
representative attend the investigatory meeting. The employee and/or representative may ask
for a caucus during the meeting. Prior to the conclusion of the meeting the member or
representative will have the opportunity to make a closing statement. An employee under
investigation will be notified in writing every three (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. The employee shall have a minimum of seventy-two (72) hours
excluding weekends (N days) to respond to requests for information concerning an
investigation. The employee shall have a right to know if his or her accuser is a city employee or
citizen/customer, and all allegations against the employee.
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 one (1) hour if
called in from home.
If any Unit member is instructed not to speak to anyone regarding an investigation, this
restriction does not apply to speaking to the Union Steward or the Union President or his
designee.
New Language or Change:
A. All Unit employees and stewards have the right to have the Union serve as their "meet and
confer" representative as set forth in the Meet and Confer Ordinance without discrimination or
retaliation based on membership or non-membership in the Union or any other organization.
Page 96
PROPOSAL M-9 Revision #1
B. Unit employees have the right to be represented by the Union in dealings with the City
concerning grievances, and if personally requested by the employee during the conduct of a
management initiated investigatory interview concerning allegations focused on the employee,
which may result in disciplinary action against the employee for violation of City or department
work rules or regulations. Prior to the employee being interviewed, a supervisor will advise the
employee of the right to a representative. An interview becomes investigatory when facts or
evidence sought by management may result in any disciplinary action against the employee
being interviewed. The employee shall be entitled to receive a copy of any statement that the
employee is instructed to sign. A Unit member that is under investigation for any discipline, and
who is interviewed or requested to respond in writing, will be given a written statement informing
the employee of the nature of the investigation and the allegations against the employee. The
written statement will also notify the Unit member that the employee has the right to have a
representative attend the investigatory meeting. The employee and/or representative may ask
for a caucus during the meeting. Prior to the conclusion of the meeting the member or
representative will have the opportunity to make a closing statement. An employee under
investigation will be notified in writing every three (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. The employee shall have a minimum of seventy-two (72) hours
excluding weekends (N days) to respond to requests for information concerning an
investigation. The employee shall have a right to know if his or her accuser is a city employee or
citizen/customer, and all allegations against the employee.
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 one (1) hour if
called in from home.
If any Unit member is instructed not to speak to anyone regarding an investigation, this
restriction does not apply to speaking to the Union Steward or the Union President or his
designee.
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 the City may result in a disciplinary action.
2|Page
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PROPOSAL M-9 Revision #1
C. 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.
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. Employees may bring a representative if they desire, however
there will be no discussion during the issuance of the NOI.
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 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.
4. The member or representative may ask for a caucus during the meeting.
Caucuses will be granted for a reasonable timeframe.
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 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.
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.
3|Page
Page 98
PROPOSAL M-9 Revision #1
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 to confirm their answers and provide any additional information.
10. Except for emergency situations, the unit employees shall have a minimum of
24 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 24 hours. An employee may waive
the 24-hour time requirement if the employee is not opting for representation.
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 union’s attorney,
the employee’s family, the employee’s attorney, 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 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)].
4. A unit member shall receive a copy of any statement that they are asked to sign.
5. Every 60 days, a unit member under investigation may request a status update.
At management’s discretion, the status will be provided either verbally or in
writing.
G. Miscellaneous
1. 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.
2. No investigatory documentation, such as the NOI or witness statements shall be
kept in the Personnel or Supervisory Files after the investigation is concluded.
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. 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,
4|Page
Page 99
PROPOSAL M-9 Revision #1
pertaining to what was specifically cited in the discipline at no cost to the
employee.
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.
Intent or problem to be resolved:
Improved consistency. This language replaces all existing investigatory & discipline language in
the current MOU.
Example(s) of how new language/change will be applied
(perhaps as opposed to previous language):
Tentative Agreement:
___________________________________ ___________________________________
Union Chief Spokesperson/ City Chief Spokesperson
___________________________________ ___________________________________
Date/ Time
5|Page
Page 100
City’s Position Statement
Unresolved Matters with Local 2384
(Unit 2)
Exhibit C
Page 101
2021 Negotiations – AFSCME 2384/Unit 2
M–2
PROPOSAL Evaluations 10 Years
Tentative Agreement:
CURRENT Article 1: Rights; NEW
Article, Section, Section 1-4.E Article, Section,
Sub-section Page 13 Sub-section
Current Language:
Upon request, performance evaluations over 10 years old will be purged from a unit member’s
personnel file after 10 (ten) years as an active employee.
New Language or Change:
Upon request, performance evaluations over 10 years old will be purged from a unit member’s
personnel file after 10 (ten) years as an active employee.
Intent or problem to be resolved:
To mirror the current practice of maintaining performance evaluations electronically
Example(s) of how new language/change will be applied
(perhaps as opposed to previous language):
Tentative Agreement:
___________________________________ ___________________________________
Union Chief Spokesperson/ City Chief Spokesperson
___________________________________ ___________________________________
Date/ Time
Page 102
City’s Position Statement
Unresolved Matters with Local 2384
(Unit 2)
Exhibit D
Page 103
2021 Negotiations – AFSCME 2384/Unit 2
M–6
PROPOSAL Purge/Inactivate/ Tentative Agreement:
Discipline Records
CURRENT Article 1: Rights NEW
Article, Section, Sec 1-4.E Article, Section,
Sub-section Page 14 Sub-section
Current Language:
Last paragraph in Sec 1-4.E
In the event documentation that is eligible for purging from the home department personnel file is not
purged, it will not be considered in future disciplinary matters. Discipline over five years old will not be
considered in any process.
New Language or Change:
Discipline over five years old will not be considered in any process. 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): Discipline under 21b2,
21b4, 21b5, 21b12, 21b13, 21b14, 21b15, 21b18, 21b19, 21b20, and other discipline falling under the
category of moral turpitude.
Intent or problem to be resolved:
Improved consistency and transparency.
Example(s) of how new language/change will be applied
(perhaps as opposed to previous language):
Tentative Agreement:
___________________________________ ___________________________________
Union Chief Spokesperson/ City Chief Spokesperson
___________________________________ ___________________________________
Date/ Time
Page 104
City’s Position Statement
Unresolved Matters with Local 2384
(Unit 2)
Exhibit E
Page 105
2021 Negotiations – AFSCME 2384/Unit 2
M – 70 Revision #1
PROPOSAL Purge & Inactive Tentative Agreement:
Reference
Article 1: Rights
CURRENT NEW
Section 1-4.E and
Article, Section, Article, Section,
Section 1-4.G
Sub-section Sub-section
Pages 13 & 14
Current Language:
Section 1-4.E
E. All unit employees may request that their home department personnel files be purged of any adverse
materials which are three (3) years or older providing the employee has received no disciplinary action
for the same thing during the one-year immediately preceding the request. The request must be in
writing and forwarded through official channels. Any adverse materials which are three (3) years or
older, shall be purged from the home department personnel file and moved to a section marked
“Inactive" in the Central HR Department personnel file. Discipline notices are exempted from these
provisions except as described below.
Purging requests apply to all files, in all formats, in all locations, with the exception of the “Inactive”
section of the Central HR Department personnel file.
Upon request, performance evaluations over 10 years old will be purged from a unit member’s
personnel file after 10 (ten) years as an active employee.
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.
Upon request, a unit member may have documents related to disciplinary actions, which are over ten
(10) years old, removed from the home department personnel file and moved to a section marked
“Inactive" in the Central HR Department personnel file when there have been no incidents or problems
of a similar nature within the ten year period immediately preceding the request. The term “disciplinary
actions” is defined as follows:
Any discipline given a unit member that resulted in a suspension of eighty (80) hours or less and, for
an infraction which did not result in a criminal charge or actions which did not include violent or
assaultive behavior directed at another person or, any infraction that is no longer considered to be a
disciplinary matter under current contemporary department standards in effect at the time of the unit
member’s file purge request.
In the event documentation that is eligible for purging from the home department personnel file is not
purged, it will not be considered in future disciplinary matters. Discipline over five years old will not be
considered in any process.
Section 1-4.G (Last paragraph only)
The supervisory counseling will be purged from the supervisor’s file after no more than a maximum of one
(1) year from the incident, provided no further incidents of a similar nature occur during this one (1) year
period.
Page 106
PROPOSAL M-70 Revision 1
New Language or Change:
Section 1-4.E
E. All unit employees may request that their home department personnel files be purged of any adverse
materials which are three (3) years or older providing the employee has received no disciplinary action
for the same thing during the one-year immediately preceding the request. The request must be in
writing and forwarded through official channels. Any adverse materials which are three (3) years or
older, shall be purged from the home department personnel file and moved to a section marked
“Inactive" in the Central HR Department personnel file. Discipline notices are exempted from these
provisions except as described below.
Purging requests apply to all files, in all formats, in all locations, with the exception of the “Inactive”
section of the Central HR Department personnel file.
Upon request, performance evaluations over 10 years old will be purged from a unit member’s
personnel file after 10 (ten) years as an active employee.
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.
Upon request, a unit member may have documents related to disciplinary actions, which are over ten
(10) years old, removed from the home department personnel file and moved to a section marked
“Inactive" in the Central HR Department personnel file when there have been no incidents or problems
of a similar nature within the ten year period immediately preceding the request. The term “disciplinary
actions” is defined as follows:
Any discipline given a unit member that resulted in a suspension of eighty (80) hours or less and, for
an infraction which did not result in a criminal charge or actions which did not include violent or
assaultive behavior directed at another person or, any infraction that is no longer considered to be a
disciplinary matter under current contemporary department standards in effect at the time of the unit
member’s file purge request.
In the event documentation that is eligible for purging from the home department personnel file is not
purged, it will not be considered in future disciplinary matters. Discipline over five years old will not be
considered in any process.
Section 1-4.G (Last paragraph only)
The supervisory counseling will be purged from the supervisor’s file after no more than a maximum of one
(1) year from the incident, provided no further incidents of a similar nature occur during this one (1) year
period.
(Replace stricken language with the following chart. The fourth paragraph above is
included below as well)
2|Page
Page 107
PROPOSAL M-70 Revision 1
Department File Personnel File
Document Supervisory File (if applicable) (OFFICIAL FILE)
Maintain original
in file.
Coachings/Supervisory Not maintained Not maintained in
Remove annually
Counselings in file. file.
provided no
further incidents.
Maintain copy in Maintain original
file. in file.
Employee may Employee may
Written Reprimands
request to request to
remove inactivate
after 3 years. after 3 years.
Maintain copy in Maintain original
file. in file.
Maintain copy in
Suspensions Employee may Employee may
file.
(other than below) request to request to
Remove annually
remove inactivate
provided no
after 10 years. after 10 years.
further incidents.
Discipline under 21b2, Maintain copy in Maintain original
21b4, 21b5, 21b12, file. in file.
21b13, 21b14, 21b15, Cannot Remove May not be
21b18, 21b19, 21b20, inactivated
and other discipline
falling under the
category of moral
turpitude.
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.
Intent or problem to be resolved:
Improved consistency
Example(s) of how new language/change will be applied
(perhaps as opposed to previous language):
3|Page
Page 108
PROPOSAL M-70 Revision 1
Tentative Agreement:
___________________________________ ___________________________________
Union Chief Spokesperson/ City Chief Spokesperson
___________________________________ ___________________________________
Date/ Time
4|Page
Page 109
2021 Negotiations – AFSCME 2384/Unit 2
M – 70
PROPOSAL Purge Inactive Reference
Tentative Agreement:
Article 1: Rights
CURRENT NEW
Section 1-4.E and
Article, Section, Article, Section,
Section 1-4.G
Sub-section Sub-section
Pages 13 & 14
Current Language:
Section 1-4.E
E. All unit employees may request that their home department personnel files be purged of any adverse
materials which are three (3) years or older providing the employee has received no disciplinary action
for the same thing during the one-year immediately preceding the request. The request must be in
writing and forwarded through official channels. Any adverse materials which are three (3) years or
older, shall be purged from the home department personnel file and moved to a section marked
“Inactive" in the Central HR Department personnel file. Discipline notices are exempted from these
provisions except as described below.
Purging requests apply to all files, in all formats, in all locations, with the exception of the “Inactive”
section of the Central HR Department personnel file.
Upon request, performance evaluations over 10 years old will be purged from a unit member’s
personnel file after 10 (ten) years as an active employee.
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.
Upon request, a unit member may have documents related to disciplinary actions, which are over ten
(10) years old, removed from the home department personnel file and moved to a section marked
“Inactive" in the Central HR Department personnel file when there have been no incidents or problems
of a similar nature within the ten year period immediately preceding the request. The term “disciplinary
actions” is defined as follows:
Any discipline given a unit member that resulted in a suspension of eighty (80) hours or less and, for
an infraction which did not result in a criminal charge or actions which did not include violent or
assaultive behavior directed at another person or, any infraction that is no longer considered to be a
disciplinary matter under current contemporary department standards in effect at the time of the unit
member’s file purge request.
In the event documentation that is eligible for purging from the home department personnel file is not
purged, it will not be considered in future disciplinary matters. Discipline over five years old will not be
considered in any process.
Section 1-4.G (Last paragraph only)
The supervisory counseling will be purged from the supervisor’s file after no more than a maximum of one
(1) year from the incident, provided no further incidents of a similar nature occur during this one (1) year
period.
Page 110
PROPOSAL
New Language or Change:
Section 1-4.E
E. All unit employees may request that their home department personnel files be purged of any adverse
materials which are three (3) years or older providing the employee has received no disciplinary action
for the same thing during the one-year immediately preceding the request. The request must be in
writing and forwarded through official channels. Any adverse materials which are three (3) years or
older, shall be purged from the home department personnel file and moved to a section marked
“Inactive" in the Central HR Department personnel file. Discipline notices are exempted from these
provisions except as described below.
Purging requests apply to all files, in all formats, in all locations, with the exception of the “Inactive”
section of the Central HR Department personnel file.
Upon request, performance evaluations over 10 years old will be purged from a unit member’s
personnel file after 10 (ten) years as an active employee.
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.
Upon request, a unit member may have documents related to disciplinary actions, which are over ten
(10) years old, removed from the home department personnel file and moved to a section marked
“Inactive" in the Central HR Department personnel file when there have been no incidents or problems
of a similar nature within the ten year period immediately preceding the request. The term “disciplinary
actions” is defined as follows:
Any discipline given a unit member that resulted in a suspension of eighty (80) hours or less and, for
an infraction which did not result in a criminal charge or actions which did not include violent or
assaultive behavior directed at another person or, any infraction that is no longer considered to be a
disciplinary matter under current contemporary department standards in effect at the time of the unit
member’s file purge request.
In the event documentation that is eligible for purging from the home department personnel file is not
purged, it will not be considered in future disciplinary matters. Discipline over five years old will not be
considered in any process.
Section 1-4.G (Last paragraph only)
The supervisory counseling will be purged from the supervisor’s file after no more than a maximum of one
(1) year from the incident, provided no further incidents of a similar nature occur during this one (1) year
period.
Intent or problem to be resolved:
Improved consistency
2|Page
Page 111
PROPOSAL
Example(s) of how new language/change will be applied
(perhaps as opposed to previous language):
Tentative Agreement:
___________________________________ ___________________________________
Union Chief Spokesperson/ City Chief Spokesperson
___________________________________ ___________________________________
Date/ Time
3|Page
Page 112
City’s Position Statement
Unresolved Matters with Local 2384
(Unit 2)
Exhibit F
Page 113
2021 Negotiations – AFSCME 2384/Unit 2
M- 1
PROPOSAL Tentative Agreement:
Grievance Committee
ARTICLE 2: Grievance/
CURRENT Arbitration/Labor NEW
Article, Section, Management Article, Section,
Sub-section Section 2-1.C.a Sub-section
Page 18/19
Current Language:
The Grievance Committee shall be composed of:
Chairman: A member of the City Manager’s Office designated by the City Manager.
Member: A City of Phoenix Department Director.
Member: The President of the Local or the President's designee.
New Language or Change:
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 the Local or the President’s designee another Union, other than
the Grievant’s, representing employees with the City of Phoenix, or designee.
Intent or problem to be resolved:
Use of neutral parties on the Grievance Committee
Example(s) of how new language/change will be applied
(perhaps as opposed to previous language):
Tentative Agreement:
___________________________________ ___________________________________
Union Chief Spokesperson/ City Chief Spokesperson
___________________________________ ___________________________________
Date/ Time
Page 114
City’s Position Statement
Unresolved Matters with Local 2384
(Unit 2)
Exhibit G
Page 115
2021 Negotiations – AFSCME 2384/Unit 2
M–3
PROPOSAL 4 Corners Management
Tentative Agreement:
CURRENT Article 6: Miscellaneous NEW
Article, Section, Section 6-7.F Article, Section,
Sub-section Page 50 Sub-section
Current Language:
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.
New Language or Change:
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 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.
Intent or problem to be resolved:
To establish the contract as encompassing the total and entire agreements between the City
and labor. No change in practice as side agreements from prior contracts are expired.
Example(s) of how new language/change will be applied
(perhaps as opposed to previous language):
Tentative Agreement:
___________________________________ ___________________________________
Union Chief Spokesperson/ City Chief Spokesperson
___________________________________ ___________________________________
Date/ Time
Page 116
City’s Position Statement
Unresolved Matters with Local 2384
(Unit 2)
Exhibit H
Page 117
2021 Negotiations – AFSCME 2384/Unit 2
M-12 Revision #1
PROPOSAL New Tentative Agreement:
Positions/Classifications
CURRENT Article 1: Rights, NEW
Article, Section, Section 1-6 Article, Section,
Sub-section Page 15/16 Sub-section
Current Language:
Section 1-6: New Positions/Classifications
A. The City will notify the Union, in writing, thirty (30) calendar days in advance before any
new position or classification is placed permanently within any Field Unit. The City shall
notify the Union, in writing, of the results of any Unit II reclassification study no less than
ten (10) calendar days prior to that study being presented to the Personnel Committee.
When the Personnel Committee agenda is sent to the involved department(s), a copy will
also be sent to the Union.
B. The parties agree to consult on the inclusion or exclusion of new classification(s) in the
bargaining Unit and will thereafter refer any such matter to the Phoenix Employment
Relations Board for appropriate action.
C. The City agrees that it shall notify the Union thirty (30) days in advance in writing when
significant changes will be made in the duties, responsibilities, training, or 16 experience
qualifications in position classification standards resulting in classification changes or
resulting in positions being removed from the unit.
D. Requests for Studies
1. The Union may submit written requests for job classification studies to the Labor-
Management Committee.
2. 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.
3. 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 in that respect.
4. The City will inform the Union when Union requested classification studies commence and
will inform the Union of progress on the study at sixty (60) day intervals at the scheduled
Labor Management Committee meetings.
E. For each year of the Memorandum, the union may request up to one (1) current
classification be studied
New Language or Change:
Section 1-6: New Positions/Classifications
A. The City will notify the Union, in writing, thirty (30) calendar days in advance before any
new position or classification is placed permanently within any Field Unit. The City shall
notify the Union, in writing, of the results of any Unit II reclassification study no less than
Page 118
PROPOSAL
ten (10) calendar days prior to that study being presented to the Personnel Committee.
When the Personnel Committee agenda is sent to the involved department(s), a copy will
also be sent to the Union.
B. The parties agree to consult on the inclusion or exclusion of new classification(s) in the
bargaining Unit and will thereafter refer any such matter to the Phoenix Employment
Relations Board for appropriate action.
C. The City agrees that it shall notify the Union thirty (30) days in advance in writing when
significant changes will be made in the duties, responsibilities, training, or 16 experience
qualifications in position classification standards resulting in classification changes or
resulting in positions being removed from the unit.
D. Requests for Studies
1. The Union may submit written requests for job classification studies to the Labor-
Management Committee.
2. 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.
3. 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 in that respect.
4. The City will inform the Union when Union requested classification studies commence and
will inform the Union of progress on the study at sixty (60) day intervals at the scheduled
Labor Management Committee meetings.
E. For each year of the Memorandum, the union may request up to one (1) current
classification be studied
A. Position Movement
The City shall give written notice to the Union thirty (30) days in advance of a position
being reallocated or reclassified such that the position is removed from the unit.
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. Classification and Compensation Studies
The City shall give notice to the Union within ten (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 thirty (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.
D. Request for 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
2|Page
Page 119
PROPOSAL
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 started by the Human Resources Department in order of their ranking if
the City Manager has authorized the Human Resources Department to conduct
studies.
Intent or problem to be resolved:
Improve consistency. Accurately mirror process.
Example(s) of how new language/change will be applied
(perhaps as opposed to previous language):
Tentative Agreement:
___________________________________ ___________________________________
Union Chief Spokesperson/ City Chief Spokesperson
___________________________________ ___________________________________
Date/ Time
3|Page
Page 120
2021 Negotiations – AFSCME 2384/Unit 2
M-12
PROPOSAL New Tentative Agreement:
Positions/Classifications
CURRENT Article 1: Rights, NEW
Article, Section, Section 1-6 Article, Section,
Sub-section Page 15/16 Sub-section
Current Language:
Section 1-6: New Positions/Classifications
A. The City will notify the Union, in writing, thirty (30) calendar days in advance before any
new position or classification is placed permanently within any Field Unit. The City shall
notify the Union, in writing, of the results of any Unit II reclassification study no less than
ten (10) calendar days prior to that study being presented to the Personnel Committee.
When the Personnel Committee agenda is sent to the involved department(s), a copy will
also be sent to the Union.
B. The parties agree to consult on the inclusion or exclusion of new classification(s) in the
bargaining Unit and will thereafter refer any such matter to the Phoenix Employment
Relations Board for appropriate action.
C. The City agrees that it shall notify the Union thirty (30) days in advance in writing when
significant changes will be made in the duties, responsibilities, training, or 16 experience
qualifications in position classification standards resulting in classification changes or
resulting in positions being removed from the unit.
D. Requests for Studies
1. The Union may submit written requests for job classification studies to the Labor-
Management Committee.
2. 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.
3. 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 in that respect.
4. The City will inform the Union when Union requested classification studies commence and
will inform the Union of progress on the study at sixty (60) day intervals at the scheduled
Labor Management Committee meetings.
E. For each year of the Memorandum, the union may request up to one (1) current
classification be studied
New Language or Change:
Section 1-6: New Positions/Classifications
A. The City will notify the Union, in writing, thirty (30) calendar days in advance before any
new position or classification is placed permanently within any Field Unit. The City shall
notify the Union, in writing, of the results of any Unit II reclassification study no less than
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PROPOSAL
ten (10) calendar days prior to that study being presented to the Personnel Committee.
When the Personnel Committee agenda is sent to the involved department(s), a copy will
also be sent to the Union.
B. The parties agree to consult on the inclusion or exclusion of new classification(s) in the
bargaining Unit and will thereafter refer any such matter to the Phoenix Employment
Relations Board for appropriate action.
C. The City agrees that it shall notify the Union thirty (30) days in advance in writing when
significant changes will be made in the duties, responsibilities, training, or 16 experience
qualifications in position classification standards resulting in classification changes or
resulting in positions being removed from the unit.
D. Requests for Studies
1. The Union may submit written requests for job classification studies to the Labor-
Management Committee.
2. 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.
3. 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 in that respect.
4. The City will inform the Union when Union requested classification studies commence and
will inform the Union of progress on the study at sixty (60) day intervals at the scheduled
Labor Management Committee meetings.
E. For each year of the Memorandum, the union may request up to one (1) current
classification be studied
A. Position Movement
The City shall give written notice to the Union thirty (30) days in advance of a position
being reallocated or reclassified such that the position is removed from the unit.
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. Classification and Compensation Studies
The City shall give notice to the Union within ten (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 thirty (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.
D. Request for 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
2|Page
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PROPOSAL
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 Human Resources Department to conduct studies.
Intent or problem to be resolved:
Improve consistency. Accurately mirror process.
Example(s) of how new language/change will be applied
(perhaps as opposed to previous language):
Tentative Agreement:
___________________________________ ___________________________________
Union Chief Spokesperson/ City Chief Spokesperson
___________________________________ ___________________________________
Date/ Time
3|Page
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ATTACHMENT C
Daniel Bonnett (AZ # 014127)
Jennifer Kroll (AZ # 019859)
Martin & Bonnett, P.L.L.C.
4647 N. 32nd Street, Suite 185
Phoenix, AZ 85018
Telephone: (602) 240-6900
Facsimile: (602) 240-2345
dbonnett@martinbonnett.com
jkroll@martinbonnett.com
Attorneys for AFSCME 2384
AMERICAN FEDERATION OF STATE, )
COUNTY AND MUNICIPAL EMPLOYEES, )
LOCAL 2384 )
Meet and Confer Representative for )
Unit 2 Employees of City of Phoenix )
)
And )
)
CITY OF PHOENIX, ARIZONA )
A Municipal Corporation City/Employer )
POSITION OF AMERICAN FEDERATION OF STATE, COUNTY AND
MUNICIPAL EMPLOYEES,
LOCAL 2384
PURSUANT TO PHOENIX CITY CODE § 2-219(K)
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Table of Contents
INTRODUCTION ...................................................................................................................... 1
BACKGROUND ........................................................................................................................ 1
I. The Factfinder’s Recommendation on Wages Is Fair and Equitable ..................................... 2
II. City Council Should Endorse the Neutral Factfinder’s Recommendations to Reject City
Management’s Proposed Change to the Grievance Committee ............................................. 5
III. The Neutral Factfinder’s Recommendations Concerning the Use and Maintenance of Prior
Discipline Is Amply Justified ............................................................................................... 7
IV. The City’s “Four Corners” Proposal is Unnecessary and Could Have Unintended
Consequences .................................................................................................................... 10
V. Management’s Proposal to Abrogate Sick Leave Rights Should Be Rejected ..................... 10
VI. The City Should Ensure Fair and Competitive Compensation and Proper Bargaining Unit
Alignment by Conducting Compensation and Classification Studies and Providing Advance
Notice and a Meeting with the Union to Confer on any Reallocations or Reclassifications. 11
VII. Unit 2 Employees Should Be Ensured a Process and Procedure for Receiving Fair and
Equitable Treatment ........................................................................................................... 12
VIII. The Grievance Language Should be Clarified to Ensure the City Responds to
Grievances ......................................................................................................................... 13
IX. The Side Letter Regarding a Potential Adverse Ruling in the Pending Release Time Case
Should Contain an Alternative Dispute Resolution Procedure so City Council Has a Full
Record and Opinion ........................................................................................................... 14
CONCLUSION ........................................................................................................................ 14
i
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INTRODUCTION
American Federation of State, County and Municipal Employees, Local 2384 (“AFSCME
Local 2384” or “the Union”) hereby submits this position statement pursuant to Phoenix City
Code §2-219(K). There are more than 1,700 authorized Unit 2 employees in the City.
Unit 2 employees serve vital roles in providing essential City services to the community
and public and have done so throughout the COVID-19 pandemic. Unit 2 employees represent
the skilled trades, mechanics and equipment operators who have kept the City running with vital
water, sewer, streets and other municipal services to the public. They have worked throughout the
pandemic to ensure that City services have kept running without fail. They have ensured the safety
and security of the water supply, the airports and other vital services even as they faced more and
more risk in the workplace.
BACKGROUND
On April 1 and 2, 2021, a neutral factfinder, Najeeb N. Khoury, selected by the parties,
held a combined factfinding hearing with AFSCME Local 2960 and AFSCME Local 2384. The
factfinder heard extensive testimony and arguments and reviewed exhibits presented by both the
Union and City management on the issues and proposal on which the parties were unable to reach
agreement during negotiations. During the hearing, the City’s witnesses included the City
Manager Ed Zuercher, Assistant City Manager, Jeff Barton, City Budget Director Amber
Williamson, and Chief Negotiators for the City Janice Pitts and Xavier Frost. The Union’s
witnesses included a labor economist, Laurie Ann Atenzia, the President of AFSCME Local 2384,
Mario Ayala, the President of AFSCME Local 2960, Frank Piccioli, and the Vice President of
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AFSCME Local 2960, Debra Novak Scott. The hearing was conducted jointly because there are
some overlapping labor and management proposals regarding Units 2 & 3.
The recommendations by the neutral factfinder are attached hereto as Exhibit 1. These
recommendations are fair and balanced and promote both the public and Unit employees’
interests. AFSCME Local 2384 urges the City Council to accept the factfinder’s report in its
entirety. AFSCME Local 2384 respectfully urges City Council not to selectively adopt the
factfinder’s recommendations but to recognize that these recommendations, made after a two-day
hearing, are part of a well-considered, thoughtful, integrated report that balances the City
management’s expressed concerns, the employees’ expressed concerns and the impact on the
public. Adopting the recommendations in toto is the most fair and reasonable way to promote the
public purpose and ensure the integrity of the factfinding process that serves as a valuable part of
the Meet and Confer Ordinance as a means of resolving impasse. Piecemealing the well-reasoned
and considered factfinding recommendation and report would be counterproductive to that
process.
Alternatively, should the Council not be inclined to adopt and implement that factfinder’s
report and recommendation in its entirety, AFSCME Local 2384 requests that Council accept the
Union’s proposals. AFSCME Local 2384 submits that the following compromises recommended
by the neutral factfinder are fair and reasonable and in the public interest:
I. The Factfinder’s Recommendation on Wages Is Fair and Equitable
AFSCME Local 2384 recommends that City Council adopt the factfinder’s wage
recommendations. The factfinder offered a roadmap for a “cautious approach” that will “allow for
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the opportunity for further economic enhancements during the life of the two-year agreement.”
Specifically, the factfinder recommended:
1. 2% ongoing wage increase and 3% one-time monetary payment for fiscal year 2021-2022;
2. 1.5% ongoing wage increase and 2.5% one-time monetary payment for fiscal year 2021-
3. Re-openers to meet and discuss wage enhancements following final guidance on the more
than $400,000,000.00 the City will receive from the federal government under the
American Rescue Plan Act (“ARPA”) and following analysis of experience of tax revenues
derived from recreational marijuana sales, revenues which are not budgeted but which the
City already has begun to receive.
4. The factfinder recommended that these wage increases not be unfairly tied to adopting or
implementing non-economic proposals such as discipline. See Exhibit 1, at 7 (“I do not
believe any party calculated a precise monetary value for the ‘transparency package,’ but
were simply using the monetary number as an incentive.”). The increased wages will help
offset the years of cuts and concessions by the hardworking employees of Unit 2 whose
wages have not kept up with their peers or inflation in terms of wages and salary,
Since 2010, all City of Phoenix employees were asked to do more with significantly less
pay and, as the City’s own witnesses admitted, their wages have not kept up with the cost of living
as reported by the United States Bureau of Labor Statistics. In a historical recession following the
collapse of the real estate and securities markets, Unit 2 employees agreed to 3.2% compensation
cuts. These compensation cuts in the 2010-2012 Memorandum of Understanding between the City
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and Local 2384 were not fully restored until two years ago, in 2019. 1 In 2019, the City employees
finally made it back to 2010 wage levels. The City has finally rounded the corner with a significant
surplus of $153 million with substantial budgetary flexibility and a positive economic outlook.
The City also has a very healthy contingency fund that the City did not need to use during the
pandemic.
The factfinder’s suggested modest increase to wages will be a step toward rewarding the
employees’ sacrifices and maintaining competitive levels of employee pay and benefits to attract
new employees and retain existing employees who have provided loyal service in very difficult
and stressful times. It will help maintain Phoenix’s stature as one of the best-run cities in the
country. To be sure, the factfinder’s recommendation is less than what Unit 2 requested or wanted
in negotiations and less than the Union believes the City can realistically afford to compensate its
employees. At best, it is a modest increase; however, it is well deserved by the Unit 2 employees
who have worked faithfully and tirelessly to provide vital public services in a time of financial
and economic hardship. Now that the City and economy have recovered, Unit 2 employees should
be compensated accordingly. As the factfinder recommended, such increases should not be tied
to a non-economic proposal related to terms affecting discipline and other non-economic issues.
Furthermore, the factfinder’s “cautious” approach to accounting for the over $400 million
in ARPA funds that the City is certain to receive, and the revenue the City receives from
See Exhibit 1, at 5 noting: “After the Great Recession, Unit 2 took 3.2% in concessions in its
2010-2012 MOU, had 1.6% of concessions restored in its 2012-2014 MOU; took an additional
2.5% in concessions in its 2014-2016 MOU; received 4.2% restoration of concessions in its 2016-
2019 MOU; and finally received 3.5% wage increases in its 2019-2021 MOU. While the last
MOU finally got Unit 2 past its concessions, the real dollar wages of its members are still well
behind 2010 wages due to inflation.”
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recreational marijuana taxes also should be adopted by the Council. Implementing a requirement
to meet and confer on allocations to employees from these new sources of substantial amounts of
added revenue that are not reflected in the current budget or forecasts is entirely appropriate and
in furtherance of the public interest by facilitating recruitment and retention of Unit employees.
The factfinder also recommended, and AFSCME Local 2384 respectfully submits, that
Unit 2 employees should be given no less in terms of economic benefits than any other Unit. This
is fair and equitable and consistent with the stated goals of the City to treat the bargaining units
equitably compared to one another in terms of increases in wages and benefits.
Alternatively, there is no doubt that if the City wanted to, it has the budgetary flexibility to
approve the more generous increases that AFSCME Local 2384 requested: 2.5% ongoing wage
increase and a 3% one-time monetary enhancement for 2021-2022, and a 2.5% ongoing wage
increase and a 3% one-time monetary enhancement for 2022-2023 with wage enhancements if
projected revenues increase from the prior year. If the Council is not inclined to adopt the
factfinder’s recommendations in their entirety, the Council should consider and implement Unit
2’s alternate wage proposal set forth immediately above.
II. City Council Should Endorse the Neutral Factfinder’s Recommendations to Reject
City Management’s Proposed Change to the Grievance Committee
The neutral factfinder’s recommendation to retain the current composition of the grievance
committee is well-reasoned and comports with common-sense. The Grievance Committee is
currently made up of an appointee of the City Manager, a City department director and the
president of the local or the president’s designee of the Unit and employee(s) impacted by the
grievance. The committee submits findings and advisory recommendations to the City Manager,
who makes the final determination on the grievance.
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Indeed, the evidence presented at the hearing was uncontested that the Grievance
Committee, which is designed to resolve disputes efficiently and expeditiously under the MOU is
functioning well and doing what it was designed to do – foster harmonious labor relations and
efficiently resolve labor disputes under the MOU that arise from time to time. The neutral
factfinder found that the only reason offered by City Management for changing the Committee –
i.e., “optics” did not provide a rational basis for modifying a committee that has a successful and
important role in resolving labor disputes:
I recommend no change to the language. The City offered no evidence that there
has been a problem in the current set-up other than potential optics. If a member of
the public were to complain about the setup, it would provide an opportunity to
educate that interested member of the public and explain why the setup serves the
interest of the City. Notably, an election by the Union to use the Grievance
Committee process saves the City and the Union the expense of going to arbitration,
and the Union is more likely to select the Grievance Committee route if it has
representation on the committee. Moreover, any concern that the Union is deciding
its own disputes is offset by the fact that management has two representatives on
the committee and that the committee ultimately just makes recommendations to the
City Manager.
Factfinder Report, at 9. The factfinder also rejected City Management’s proposal that some other
union’s president sit on the grievance committee for Unit 2’s MOU, stating: “It is unclear why the
president of a local that has no interest in the contract between the parties (and who is not a
professional neutral trained in deciding contractual disputes) should have a role in the dispute
resolution process.” Id. The factfinder recognized that common sense dictates that the president
of the local can provide unique knowledge and insight into the circumstances giving rise to the
grievance and that in any event, it is ultimately up to the City Manager to make the final decision.
In the unlikely event that this Council decides a change is needed to the grievance language
and decides to reject the neutral factfinder’s recommendations, AFSCME Local 2384 suggests
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that the Grievance Committee truly be a “neutral” committee and be comprised of mutually agreed
upon neutral parties.
III. The Neutral Factfinder’s Recommendations Concerning the Use and Maintenance
of Prior Discipline Is Amply Justified
Despite its proposals advocating for disciplinary changes in MOU language, Management
presented no evidence that the current disciplinary terms and conditions and requirements present
any issues other than “optics” for Unit 2. Citing a single isolated Unit 3 example of prior discipline
of a police officer who kept his job and was demoted to Unit 3 and was then promoted, City
Management claimed the entire disciplinary structure needed to be modified as a result of public
scrutiny. However, as everyone knows, the current call from members of the public for increased
scrutiny and transparency of public employees involves police officers whose missteps and
misdeeds have resulted in unjustified use of deadly force and racial profiling. While taking no
position on changes for sworn police officers that may impact other bargaining units, AFSCME
Local 2384 submits that the same changes are unnecessary for the skilled trades employees who
comprise Unit 2. These employees do not carry weapons on the job, do not detain or arrest
members of the public, execute search warrants, use deadly force nor do they have the same kind
of authority or responsibility of other dissimilar City employees whose mistakes or bad judgment
have resulted in public outrage, demonstrations and calls for reform.
Nonetheless, although AFSCME Local 2384 does not entirely agree, the neutral factfinder
made the following recommendations for a disciplinary package that AFSCME Local 2384
believes is relatively fair if adopted as part of the overall recommendations made by the factfinder
and is willing to recommend to its constituents ratification of the following:
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1. Employees should still be able to request that the City remove performance
evaluations after ten years and move them to an inactive file. As the factfinder noted, there is
simply no reason for using performance evaluations for Unit 2 employees that are more than a
decade old.
2. Certain serious disciplinary infractions that result in suspensions may remain
permanently in an employee’s disciplinary file subject to the following:
a. Only serious violations resulting in suspensions as a result of violations of certain specified
disciplinary rules (Rules 21b2, 21b4, 21b5, 21b13, 21b14, 21b15, 21b18, and 21b20) that
are not overturned by the Civil Service Board should remain in the file unless there is an
agreement to the contrary. However, as the factfinder recommended, the MOU should also
specify that to the extent Rule 21b2 is included, this rule should not include discipline for
behavior as it applies to stewards and officers of AFSCME Local 2384 engaging in union
activities because of the potential chilling effect of such discipline and potential for misuse.
b. The rule changes to maintenance of discipline should not apply retroactively. Applying the
rule retroactively to discipline already imposed is unfair and creates serious due process
concerns. Employees had rights to challenge prior discipline that has expired, and they had
no notice that the discipline might remain in their file in perpetuity despite prior MOU
language and past practice to the contrary. Employees who had prior discipline may have
challenged either the type of discipline (i.e., a suspension of one day versus a written
reprimand) or the alleged rule infraction (which are often listed with multiple rule
violations) and elected not to do so with the understanding and upon the reliance that this
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discipline would have limited future relevance or application after expiration of certain
periods of time. As the factfinder found:
I find the argument that employees relied on the current MOU language in
making decisions regarding entering settlements or contesting discipline to
be persuasive. While the employer is not proposing a retroactive imposition
of discipline, the employees did rely on the rules as they were at the time,
and it would be unfair to change the rules retroactively.
(emphasis supplied).
c. There should be new and expanded rights afforded to employees under investigation that
the parties should work out. If certain, serious discipline is going to remain in their files
forever, employees should have a right to know the charges, know the evidence that has
led to the charges and know the witnesses who have accused them and what they have to
say. These are basic due process elements and should be afforded to employees. See
Factfinder Report, at 14 (“I recommend that the parties work together to agree upon
language that reflects the current practice of investigations, with the understanding that any
newly agreed upon language should clarify current rights and should not curtail any
existing rights.”).
d. Employees should be notified when prior discipline over five years old is used in
promotions.
Alternatively, AFSCME Local 2384 maintains that the current disciplinary scheme is
working and that no changes are needed or should be imposed. None of the changes City
Management proposed were supported by examples of any disciplinary problems that became
public issues because of Unit 2 employees. The current nationwide and local public attention
regarding sworn police activity does not justify the mass, draconian changes proposed by the City
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for Unit 2 employees. A wholesale revision of disciplinary procedures should be preceded by an
in-depth, conclusive study and further discussion between the parties.
IV. The City’s “Four Corners” Proposal is Unnecessary and Could Have Unintended
Consequences
The neutral factfinder rejected the City’s proposal that purports to abrogate any agreements
– written or otherwise – unless specified in the MOU. As the factfinder recognized, this is a
purported solution to a nonexistent problem and could have unintended consequences by
unknowingly abrogating existing rights stemming from other independent, yet legally binding
sources. The City could not identify any agreement at the factfinding hearing that it claimed
needed to be superseded. To the extent City Management feels it necessary to eliminate a
particular agreement, it should bring that agreement to the Union. As the factfinder found: “My
recommendation is for the City to identify any old agreements it has with the Union and discuss
them on a case-by-case basis rather than asking the Union to waive unidentified rights.” Factfinder
Report, at 14. As the City has identified no such agreements, its proposed language should not be
imposed.
V. Management’s Proposal to Abrogate Sick Leave Rights Should Be Rejected
It is rather astonishing that given the current, ongoing COVID pandemic, City Management
chose to try to reduce – rather than expand – available sick leave. Management’s proposal to
abrogate sick leave rights (without any make-up compensation or credit) hurts employees just
when they need sick leave the most. Although Management tried to insist that the language it had
proposed did not abrogate any current rights to sick leave, the factfinder rejected this argument
based, in part, on the acknowledgment by a Management witness that the City’s leave policy is
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more generous than the state statute the City was advocating should be substituted. See Factfinder
Report, at 15 (finding it “clear” that “the current language covers situations not covered by the
new state law and that the contractual language provides other additional rights”). In line with the
Factfinder Report, Management’s proposal to abrogate and reduce certain sick leave rights should
be rejected.
VI. The City Should Ensure Fair and Competitive Compensation and Proper Bargaining
Unit Alignment by Conducting Compensation and Classification Studies and
Providing Advance Notice and a Meeting with the Union to Confer on any
Reallocations or Reclassifications
The Union’s proposal to conduct additional classification and compensation studies, which
are designed to ensure that Unit 2 employees are properly compensated is certainly fair and
reasonable. In response, Management cited the fact that it was engaging in an upcoming
classification study. Although Management claims the study will be performed soon, the contract
it signed with the outside compensation consulting company gives that company five years to
complete the study. In the interim, the Union believes that Unit 2 employees are being paid well
below market rates. Although the Union believes that multiple job classifications are well below
market salaries and trends and asked for eight compensation and classification studies per contract
year, the Union believes that combined with the factfinders recommended wage package and other
non-economic components, an additional compensation study (for a total of 2 per year) that the
factfinder recommended, while not far enough to address suppressed and submarket wages, is an
adequate compromise. Factfinder Report, at 16 (“I recommend that the parties agree to two
classification studies per year. This should not overwhelm the City and acknowledges the
importance of classification studies.”).
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The proper alignment of bargaining units is an integral component of the Meet and Confer
Ordinance. AFSCME Local 2384 also requests that City Council adopt the factfinder’s
recommendation to require the City to provide 30-days advance notice of any reclassification or
reallocation of bargaining unit work and to hold a meeting to discuss the reallocation or
reclassification. This will assist in reducing the potential number of unit clarification petitions
filed with the Phoenix Employment Relations Board. The Union’s expertise in knowing the jobs
and actual work performed and suggestions about the work will also help the City conserve
resources and use its available resources more efficiently.
VII. Unit 2 Employees Should Be Ensured a Process and Procedure for Receiving Fair
and Equitable Treatment
AFSCME Local 2384 has serious concerns about inequities and unfairness in the treatment
of bargaining unit employees. The factfinder recommended that the Union’s proposal to put a fair
and equitable treatment requirement that can be enforced through the grievance procedure in the
MOU should be the subject of tracking and addressed in further discussions - but not put in the
MOU. In addition, the factfinder recommended that the City and Union work together to track,
and address concerns the Union has about supervisor misconduct outside of the grievance process.
Given that the City witnesses testified that the City “highly values a respectful workplace” and
wants to address concerns about unfairness or inequity in the workplace, City Council should
further this goal by implementing the factfinder’s recommendations that there should be a
requirement and process for the City and Union to work together to track these concerns and
implement ways to address them. This can be handled through a mandatory requirement that the
parties meet and confer on this issue through the Labor-Management Committee.
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While AFSCME Local 2384 submits that there is no reason that these concerns should
not be addressed in the MOU itself, it is willing to defer on this issue as recommended by the
factfinder if the entirety of his report and recommendations are adopted as a whole. Local 2384
requests that Council order City management to meet and confer in good faith with AFSCME
Local 2384 to work on a process for tracking and addressing concerns regarding the handling of
allegations of unfair treatment of any Unit 2 employee.
VIII. The Grievance Language Should be Clarified to Ensure the City Responds to
Grievances
The factfinder recommended that City Council adopt the Union’s language in the MOU
that the City is required to process and to provide reasons for denying or dismissing grievances.
Under the current language, which says that a grievance is “null and void” if it does not allege a
violation of the MOU, the City has simply been not responding to grievances. This leads to the
lack of resolution for issues that arise and fails to give the Union or Unit 2 employees any basis
for understanding the City’s handling of the grievance or refusal to process it. Requiring responses
furthers the City’s goals of harmonious labor relations. Further, as the factfinder noted, the City’s
labor relations representative testified at the hearing that all grievances should be responded to. It
is not clear, therefore, why the City opposed in the first instance the proposed requirement that
they do so.
In addition, if the City Council does not adopt the factfinder’s recommendations, it should
further the City’s labor relations goals by adopting the Union’s proposed provision that release
time should be counted as time worked for purposes of probationary and promotional
requirements. Although the factfinder labeled the concern “hypothetical,” the time spent on
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release time, which benefits the City and the employees and public should not be counted as a
negative factor in promotions and probationary periods.
IX. The Side Letter Regarding a Potential Adverse Ruling in the Pending Release Time
Case Should Contain an Alternative Dispute Resolution Procedure so City Council
Has a Full Record and Opinion
While both City Management and the Union oppose any challenge to release time, they
both recognize that there is a potential, however remote, for the current challenge to release time
pending in the Maricopa County Superior Court to be resolved unfavorably. Accordingly, the
proposed side letter contains a mechanism for dealing with that possibility. The sole difference
between the parties is that if the parties cannot mutually agree on how to address an unfavorable
ruling by a court or how to restructure release time, there should be some factfinding or alternative
dispute process preliminary to bringing the matter before Council. AFSCME Local 2384 suggests
that the dispute should be submitted to factfinding so that City Council will have a neutral
recommendation from a qualified factfinder to consider. This can be accomplished quickly with
relatively little expense and will give the City Council a firm basis on which to make decisions
regarding the parties’ MOU should it need to be modified in light of a possible adverse ruling.
CONCLUSION
As set forth herein, the factfinder’s report was considered and fair and provides an equitable
compromise that benefits the City, the employees and the public. AFSCME Local 2384 requests
that the City Council adopt the factfinder recommendations in their entirety and if any are rejected,
to adopt AFSCME Local 2384’s proposals instead.
Respectfully submitted this 21st date of April, 2021.
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MARTIN & BONNETT,PLLC
By: /s/Daniel Bonnett
Daniel L. Bonnett
Jennifer Kroll
4647 32nd Street, Suite 185
Phoenix, AZ 85018
Tel: (602) 240-6900
Fax: (602) 240-2345
smartin@martinbonnett.com
jkroll@martinbonnett.com
Attorneys for AFSCME Local 2384
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CERTIFICATE OF SERVICE
I hereby certify that on April 21, 2021, I transmitted the foregoing to the following individuals via
email:
Phoenix City Clerk’s Office for distribution to the City Council
Phoenix City Hall
200 W. Washington Street
Phoenix, AZ 85003
mailbox.city.clerk.department@phoenix.gov
COPIES emailed to:
Heidi Gilbert
Assistant Chief Counsel – Human Resources Section
200 W. Washington Street, 13th Floor
Phoenix, AZ 85003
heidi.gilbert@phoenix.gov
Kathy Schmidt, Executive Director
Phoenix Employment Relations Board (PERB)
251 W. Washington Street, 4th Floor
Phoenix, AZ 85003
kathy.schmidt@phoenix.gov
/s/Kathy Pasley
Attorney for AFSCME Local 2384
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EXHIBIT 1
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IN THE FACTFINDING PROCEEDINGS
3 PURSUANT TO PHOENIX CITY CODE
5 AMERICAN FEDERATION OF STATE,
6 COUNTY, AND MUNICIPAL EMPLOYEES,
LOCAL 2384 (UNIT 2)
7 FACTFINDING REPORT
Union, AND
ADVISORY RECOMMENDATIONS
&
10 CITY OF PHOENIX,
11 Employer
12 Factfinder: Najeeb N. Khoury
Appearing For the Union: Jennifer Kroll & Dan Bonnett, Martin & Bonnett, P.L.L.C.
Appearing For the City: Heidi Gilbert, City Attorney’s Office
Hearing Dates: April 1 & 2, 2021
17 BACKGROUND
18 This factfinding proceeding involves the City of Phoenix’s Unit 2. Unit 2 consists of
skilled trades positions, and is represented by AFSCME Local 2384 (“AFSCME” or “Union”).
There are approximately 1,700 budgeted positions in Unit 2. The parties are bargaining for a
Memorandum of Understanding (MOU) that will run from July 1, 2021-June 30, 2023. Pursuant
23 to the City’s Code and the Phoenix Employment Relations Board’s Rules, the parties submitted
24 their disputes to factfinding and selected me as the factfinder. The factfinding hearing occurred
on April 1 & 2, 2021 in Phoenix, Arizona.
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1 ANALYTICAL FRAMEWORK
Unlike interest arbitration, where a third-party neutral sets the terms of a new contract, a
third party neutral in a factfinding simply provides recommendations. This in essence makes
factfinding an extension of bargaining. Ultimately, absent an imposition of terms by the
6 employer, the parties must persuade one another of their positions, and the neutral factfinder
7 provides an outside perspective to help the parties along.
For non-economic issues, neutral factfinders have typically required the party seeking a
change to the status quo to carry the burden of persuasion, and I will follow that convention. In
analyzing each non-economic issue, I will be asking two questions. First, should the status quo
12 be changed? The party proposing the change must demonstrate that there is a problem with the
13 status quo or that the status quo can be improved. Second, does the proposed language solve the
problem or enhance the status quo? If the answer to this second question is no, I will either
recommend the status quo or provide a different proposed solution that better addresses the issue
identified in the first question.
18 ISSUES AND RECOMMENDATIONS
19 Article 3, Section 3-1 (Wages):
The City’s last offer was a 2% ongoing wage increase and a 3% one-time monetary
enhancement for 2021-2022, and a 1.5% ongoing wage increase and a 2.5% one-time monetary
enhancement for 2022-2023 plus language stating that the City Council could consider using
24 American Rescue Plan Act (“ARPA”) money for further enhancements. However, .5% of
25 ongoing money and .5% of one-time money in 2021-2022 is contingent on the Union accepting
what the City has called its transparency package.
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1 The Union’s last offer was a 2.5% ongoing wage increase and a 3% one-time monetary
enhancement for 2021-2022, and a 2.5% ongoing wage increase and a 3% one-time monetary
enhancement for 2022-2023. The Union also asks that there be additional wage enhancements if
projected revenues increase year-over-year. The Union further proposes that the parties meet
6 and confer regarding any ARPA money that will be used for wage enhancements.
7 By way of background, a 1% increase in total compensation for all bargaining units costs
the City approximately $18.8 million across all funds and approximately $11.8 million to its
general fund; a 1% increase in total compensation for Unit 2 employees costs the City
approximately $1.7 million across all funds and approximately $360,000 to its general fund.
12 City’s Position On Economics:
13 The City argues that its proposal is generous and in keeping with what other units have
agreed upon. The City acknowledges that it is in a fiscally sound position, having a $153 million
surplus in its general fund. The City, however, emphasizes that $98 million of the surplus is in
one-time money and only $55 million is ongoing, and that one-time money should not be used to
18 pay ongoing costs. The City states that this surplus only reached its current level because federal
19 regulations allowed it to transfer one-time funding from the Coronavirus Relief Fund (CRF) to
the general fund to offset public safety salaries.
The City produces a yearly trial budget after receiving initial input from community
stakeholders and City Council members. After a trial budget is presented, the community is
24 allowed to provide input on the trial budget, which then turns into a proposed budget and
25 ultimately an adopted budget. There are often significant changes between a trial budget and the
adopted budget. City Manager Ed Zuercher testified that the current Trial Budget for the 2021-
2022 budget year seeks to balance community needs for service, organizational needs for
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1 infrastructure to provide those services, and fair compensation for City employees. He also
noted that the City’s population is growing, and that the City anticipates needing to hire more
employees to provide services. The City’s current Trial Budget dedicates 77% of its general
fund surplus or $118 million to employee compensation enhancements, which is in excess of the
6 70% of its surplus that it dedicated to enhanced compensation in the previous round of
7 negotiations.
In addition to employee compensation enhancements, the Trial Budget dedicates funds
to Public Safety Reform & Responsiveness, COVID Relief & Resiliency, Climate Change &
Heat Readiness, Affordable Housing & Homelessness, Building Community and Responding to
12 Growth, and Administrative Accountability. Assistant City Manager Jeff Barton testified that
13 any economic enhancements beyond the current offer would require the City to make
commensurate cuts to its other priorities which are reflected in the Trial Budget, as the City is
legally required to have a balanced budget. Barton also noted that the City has long-term
pension obligations which are projected to worsen, with approximately 26% of general fund
18 costs going to pension obligations by 2025-2026.
19 The City also points out that other bargaining units have already agreed to the offer
currently before Unit 2 and that they have “Most Favored Nations” language in their agreements,
meaning that the City would be obligated to give the other units increases beyond what their
current agreements contemplate.
24 Budget and Research Director Amber Williamson testified that the City exercises best
25 practices in its budgeting. Therefore, it does not include new or additional revenue streams that
have not been realized. She further testified that the City’s projected and actual numbers have
been historically close, and that the City of Phoenix prides itself on its budgeting accuracy. She
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1 acknowledged that revenues from recreational marijuana sales and ARPA money are not in the
2021-2022 Trial Budget, as these are new sources of revenue.
Union’s Position on Economics
AFSCME argues that its members were asked to sacrifice in hard times, and that they did
6 so willingly; therefore, now that there is a sizeable surplus it is only right that the City offer a
7 better economic package. After the Great Recession, Unit 2 took 3.2% in concessions in its
2010-2012 MOU, had 1.6% of concessions restored in its 2012-2014 MOU; took an additional
2.5% in concessions in its 2014-2016 MOU; received 4.2% restoration of concessions in its
2016-2019 MOU; and finally received 3.5% wage increases in its 2019-2021 MOU. While the
12 last MOU finally got Unit 2 past its concessions, the real dollar wages of its members are still
13 well behind 2010 wages due to inflation. AFSCME points out that the current offer of 3.5% on-
going money over two years will not keep up with CPI, which is projected to be about 2% a year,
and that while one-time money is good, it does not help keep up with inflation.
AFSCME notes that increases to Unit 2 do not have the same impact on the general fund
18 as increases to other units, especially sworn units. AFSCME has worked with the City on
19 pension reform for the civilian pension system. Consequently, the civilian pension system is not
projected to grow appreciably as a percentage of the general fund in the next five years. Further,
a good percentage of Unit 2’s salaries are not charged to the general fund, as many employees
work in non-general fund, enterprise departments.
24 Laurie Ann Atienza, Labor Economist for AFSCME, testified that the City’s audited
25 financials demonstrate that the City is financially healthy, and that revenues show steady, healthy
growth with consistent surpluses. Atienza opined that the City’s audited financial statements
demonstrate that it can absorb compensation enhancements especially in light of its $153 million
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1 surplus, the $416 million ARPA money coming to the City, and the expectations that the
Phoenix area will continue to experience population, employment and income growth.
Finally, AFSCME notes that the Trial Budget does not account for any increases in
revenue due to recreational marijuana sales, which were recently legalized in Arizona, and does
6 not include the $416 million in ARPA funds; therefore, AFSCME believes there should be more
7 money available for economic enhancements, especially in the second year of the MOU.
Recommendation on Economics
One can certainly understand each side’s position. The Union believes it has sacrificed a
great deal to help the City during hard times, and that it is not the source of the City’s long-term
12 pension problems, having agreed to pension reform initiatives. The City wants to treat all of its
13 bargaining units equitably when it comes to across-the-board total compensation increases, and
will not agree to provide higher total compensation increases to civilian employees even if those
increases have a less dramatic impact on its long-term projections than increases to sworn
employees. The Union wants on-going increases that, at a minimum, keep up with inflation.
18 The City wants to maintain as much long-term flexibility as possible, and is therefore offering
19 large one-time sums, which do not have a compounding impact on its future budgets and are not
pensionable.
Further, the City does not want to give economic enhancements beyond what it has
agreed to with other units given that those other units have “Most Favored Nations” language;
24 however, Unit 2 believes it is not similarly situated to those other units given many of its unit
25 members are not paid through the general fund. The City is following what it believes is
budgeting best practice by not including the unrealized ARPA and recreational marijuana funds;
the Union responds that there is certainty that those funds will be realized during the life of this
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1 MOU. The City argues that nothing precludes the Council from dedicating some ARPA money
to economic enhancements, but the Union counters that it wants an opportunity to meet about
any such enhancements.
Given the uncertainty of the times we are in (with the pace of re-openings and increased
6 economic activity not being certain), I recommend that the parties take a cautious approach but
7 allow for the opportunity for further economic enhancements during the life of the MOU. It is
also not lost on me that other units have already settled for what the City is offering the Union,
and that it is difficult for the City to offer more to one unit than what other units have agreed
upon. Therefore, I will recommend that the parties settle on a 2% ongoing wage increase and a
12 3% one-time monetary enhancement for 2021-2022, and a 1.5% ongoing wage increase and a
13 2.5% one-time monetary enhancement for 2022-2023 with reopener language to allow for
discussion of further enhancements.
This recommendation, however, is not contingent on the Union accepting the City’s
“transparency package.” This is because I will not be recommending those proposals as drafted.
18 Further, I do not believe any party calculated a precise monetary value for the “transparency
19 package,” but were simply using the monetary number as an incentive. Therefore, I will be
making my recommendations on those proposals as stand-alone recommendations and based on
what I believe makes sense for each proposal.
The facts do support a finding that with the ARPA money and, to a lesser extent, the
24 recreational marijuana revenue, there will be additional revenues during the MOU that can help
25 bridge the gap between the parties’ proposals, and that these additional revenues are not
accounted for in the Trial Budget, meaning additional economic enhancements based on these
revenues will not impact the City’s other priorities outlined in the Trial Budget. I recognize that
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1 it is hard to know the precise allowable uses for ARPA money at this point and that the amount
of revenue to be generated by recreational marijuana sales is an open question. For this reason,
any concrete economic enhancements tied to these new sources of revenue are premature.
I, therefore, recommend that the parties agree to an economic reopener allowing the
6 parties to discuss further enhancements based on acceptable uses of ARPA money and any
7 realized revenue from recreational marijuana sales. I do not recommend adopting the City’s
language that it will evaluate the ARPA money and unilaterally provide a non-specified
percentage of premium pay. It is a fundamental right of unions to be able to meet and confer
with employers over economic enhancements. Finally, I do not recommend that the parties agree
12 to AFSCME’s language that economic enhancements will automatically be tied to increased
13 revenue. Rather, the re-opener language should be clear that the parties are required to meet over
further economic enhancements based on the new revenue, but no negotiated outcome is
predetermined by such language.
Article 2: Section 2-1(C): (Grievance Committee)
18 This is part of the City’s transparency package. The City proposes altering the Grievance
19 Committee language so that the President of AFSCME Local 2384 or his/her designee does not
sit on the committee that reviews Unit 2 grievances. Under the MOU, AFSCME may select to
have a grievance heard by an arbitrator or through the Grievance Committee. The Grievance
Committee is currently made up of an appointee of the City Manager, a City department director
24 and the president of the local or the president’s designee. The committee submits findings and
25 advisory recommendations to the City Manager, who makes the final determination on the
grievance.
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1 The City worries that the optics of the AFSCME Local 2384 president hearing Unit 2
grievances is troublesome; therefore, the City proposes having the president of a different union
sit on the committee to hear AFSCME Local 2384 grievances. The Union provided some
counter language but is essentially advocating no change to the language.
6 I recommend no change to the language. The City offered no evidence that there has
7 been a problem in the current set-up other than potential optics. If a member of the public were
to complain about the setup, it would provide an opportunity to educate that interested member
of the public and explain why the setup serves the interest of the City. Notably, an election by
the Union to use the Grievance Committee process saves the City and the Union the expense of
12 going to arbitration, and the Union is more likely to select the Grievance Committee route if it
13 has representation on the committee. Moreover, any concern that the Union is deciding its own
disputes is offset by the fact that management has two representatives on the committee and that
the committee ultimately just makes recommendations to the City Manager.
Additionally, the City’s proposal of having a different union president sit on the
18 committee is highly unorthodox. The MOU is a contract between AFSCME Local 2384 and the
19 City. It is unclear why the president of a local that has no interest in the contract between the
parties (and who is not a professional neutral trained in deciding contractual disputes) should
have a role in the dispute resolution process. Certainly, in my experience, I have never seen such
a setup before.
24 Article 1: Section 1-4(E): (Purging Evaluations--10 years)
25 The City proposes eliminating language that says: “Upon request, performance
evaluations over 10 years old will be purged from a unit member’s personnel file after 10 (ten)
years as an active employee.” In its proposal, the City states the reason for the proposal is “ to
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1 mirror the current practice of maintaining performance evaluations electronically.” The Union
counters that the language should say that a unit member could still ask that “all performance
evaluations 10 years old be placed into an inactive file, prohibiting them from being utilized for
any performance evaluations or promotional opportunities.”
6 I recommend adopting the Union’s language. Placing old performance evaluations in
7 inactive status eliminates any concern that physical documents are required to be produced and
then destroyed. There is no reason why electronic documents cannot be marked inactive.
Further, there is no reason why 10-year-old performance evaluations (as opposed to serious
discipline) should be used for any purpose.
12 Article 1: Section 1-4(E): (Purging Discipline--5 years)
13 The MOU currently precludes the City from considering discipline that is over five years
old in any process, i.e., discipline that is over five years old cannot be considered in making
progressive discipline or promotional determinations. The City argues that this has created
problems both with the public wanting accountability and with other employees who are losing
18 out on promotional opportunities despite having clean records. Specifically, the City points to
19 some embarrassing or egregious acts of misconduct that have occurred that the City believes
should not be disregarded after five years. The City emphasizes that its proposal would just give
it the discretion to review old discipline.
The Union responds that the City has the authority to bypass progressive discipline for
24 serious misconduct and that if the City chooses to give an employee a second chance, the
25 employee should have a chance at a clean slate. The Union also argues that the push for
transparency is due to cases involving police officers, and there have not been serious problems
with Unit 2 members and old discipline. Moreover, the Union notes that unit members have
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1 relied on this MOU language in either settling or choosing not to challenge discipline in the past,
knowing that the discipline had a shelf life.
The parties did make steps toward each other on this proposal. The City agreed that only
suspensions over five years (and not any type of discipline) should be used. The City also stated
6 it would respect settlement agreements containing the five-year limitation language, it would
7 exclude discipline that is defined as moral turpitude, it would consider the frequency and severity
of misconduct, and it would notify an employee if the old discipline was a factor in non-selection
for a promotional opportunity.
The parties were still in disagreement over whether certain types of suspensions should
12 fall under the five-year language. Namely, the parties were in disagreement over whether
13 discipline should last past five years if it is based on abusive or threatening behavior, on
intentionally falsifying records, or on actions that bring discredit or embarrassment to the City.
The Union made clear that its movement was tied to certain economic enhancements that
the City did not make.
18 Given the increased public focus on police misconduct, “me-too” issues, and other
19 changing workplace expectations, it makes sense to change the status quo and allow the City to
be able to consider serious misconduct despite its age. However, it also makes sense that not
every type of discipline should be “evergreen.” Moreover, employees who are bypassed for
promotions based on discipline that is over five years old should have an avenue to contest the
24 issue.
25 Of the types of suspensions that the parties had not come to a conditional agreement on, I
believe that falsifying records is the type of misconduct that should not have a sunset date on it.
I have some concern regarding the language involving abusive or threatening behavior,
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1 specifically as it applies to stewards engaged in union activities. It is well-established that
stewards have wide latitude when representing union members: “Many disciplinary actions are
set aside or reduced because the cause for the discipline (often abusive language in heated
exchanges with supervisors) emerged from, or was related to, union steward duties.” Of course,
6 this does not mean than anything goes and “while a steward’s conduct in the course of union
7 business is protected, the immunity is not absolute, and discipline of stewards in extreme
situations has been upheld even though the basis for the discipline was related to the employee’s
conduct as a steward.” See Elkouri & Elkouri, How Arbitration Works, 5-74 to 5-75 (Kenneth
Mays, ed., BNA Books 8th Ed. 2016). The City’s response to this concern undoubtedly is that
12 only discipline that is upheld can be used five years down the line; however, the Union’s
13 response is that this language might chill the steward’s activity. I think a compromise is to
include this language (as discouraging abusive behavior in the workplace is extremely important)
but have some clarifying language about protected union activity. I, however, do not
recommend the inclusion of discipline based on actions that bring “discredit or embarrassment to
18 the City.” This is new language from the Personnel Rules, and there are no cases yet that explain
19 what type of conduct falls under this language. One can easily argue that any misconduct brings
embarrassment to the City, and including this language might then mean all suspensions that are
over five years can be used.
Moreover, if an employee is notified that old discipline was a factor in non-selection for a
24 promotional opportunity, the employee should have the right to question whether the decision
25 makes sense so that the employee is not forever precluded for future promotions without an
ability to raise a defense.
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1 Finally, I find the argument that employees relied on the current MOU language in
making decisions regarding entering settlements or contesting discipline to be persuasive. While
the employer is not proposing a retroactive imposition of discipline, the employees did rely on
the rules as they were at the time, and it would be unfair to change the rules retroactively.
6 For these reasons, I recommend that the parties adopt language allowing the City on a
7 moving forward basis to use suspensions that are over five years and are based on Personnel
Rules 21b2 (with some mention of union steward rights), 21b4, 21b5, 21b13, 21b14, 21b15,
21b18, and 21b20; that any settlement agreement which mentions the five-year limitation be
respected; and that any employee who is notified that discipline over five years old is a factor in
12 a denied promotion be able to submit a non-binding appeal on the matter.
13 Article 1: Sections 1-4(A) and (B): (Investigations and Discipline)
The City proposes replacing the entire sections dealing with investigations and discipline.
It claims that this is cleanup language and meant to create consistency with the process that
occurs with other civilian units. The City argues that no rights are being lost or protections
18 curtailed by the new language. The Union counter proposed with language that would require
19 the City to provide a unit member with all materials in the City’s possession before conducting
an investigatory interview. The Union basically is asking that civilians receive the protections
afforded in the Police Officer Bill of Rights.
I do not recommend that civilians be given the same rights as the Police Officer Bill of
24 Rights. There are many variables in an investigation and there may be legitimate reasons why
25 management does not want to share all documents during the investigation stage. In terms of
adopting the City’s proposed changed language, it is unclear to me whether the Union had any
objections to the proposal or if the parties simply needed more time to iron out acceptable
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1 language. Therefore, I recommend that the parties work together to agree upon language that
reflects the current practice of investigations, with the understanding that any newly agreed upon
language should clarify current rights and should not curtail any existing rights.
Article 1: Sections 1-4(E) and (G): (Purging/Inactive Reference)
6 As I understand the proposal, the City wants to replace text with a graph that shows when
7 various documents can be removed from certain files and made inactive from other files. Xavier
Frost, Deputy Human Resources Director—Labor Relations, testified that the City is simply
trying to have whatever process is agreed upon be reflected in the chart. I am sure that the point
of confusion for the Union is that the proposed chart incorporates the proposed changes to the
12 five-year old discipline discussed above. My recommendation is that the parties adopt a chart
13 that reflects whatever the parties ultimately agree upon in the other sections of the MOU.
However and to be clear, the move from text to a chart by itself is not meant to change anything
substantively.
Article 6: Section 6-7(F) (Four Corners)
18 The City is proposing language that would eliminate any past written or verbal
19 agreement. Janice Pitts, Deputy Human Resources Director—Employee Relations, testified that
there have been occasions when unions have called upon old agreements. Yet, no specific
examples were given. Further, the City did not provide a list of agreements it was asking the
Union to forego. My recommendation is for the City to identify any old agreements it has with
24 the Union and discuss them on a case-by-case basis rather than asking the Union to waive
25 unidentified rights. Therefore, I am recommending the status quo language.
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1 Article 5: Section 5-9B: (Benefits)
The City proposes eliminating language for use of sick leave in certain situations. The
City stated in its proposal that it wanted to eliminate the language because it was “no longer
applicable with Earned Paid Sick Time State Law.” However, it became clear from the
6 testimony of Mario Ayala, President of AFSCME Local 2384, that the current language covers
7 situations not covered by the new state law and that the contractual language provides other
additional rights. Xavier Frost testified that the different types of sick leave usages could lead to
confusion and abuse; however, there were no concrete examples presented of abuse. I, therefore,
recommend maintaining the status quo language.
12 Article 1: Section 1-6: (New Positions/Classifications)
13 The City’s proposal struck out the entirety of the existing language and proposed new
language. However, it is not clear why it did this. The City did include new language stating it
would give written notice to the Union thirty days in advance of a position being reallocated or
reclassified out of the unit. It appears from the testimony of Ayala that the Union, in addition to
18 notice, wants an opportunity to discuss the reallocation or reclassification of such positions. The
19 Union is not asking for a meet and confer or any veto power.
The Union proposed that it be allowed eight classification studies per year for the unit
rather than the one study provided for in the current language. Janice Pitts testified that the City
does not have the resources to conduct that many studies, and that the City is in the process of
24 doing a high-level classification study of all its positions. The Union responds that such a
25 citywide study will take a long time to complete and many of its positions are paid below market
rates.
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1 I recommend that the parties work together on cleanup language. I also recommend that
the City give 30 days’ notice of reallocations or reclassifications which will take positions out of
the unit and meet with the Union within that 30-day time period to discuss the reallocations or
reclassifications. Any such meeting shall not prevent the reallocation or reclassification.
6 Moreover, as a compromise, I recommend that the parties agree to two classification studies per
7 year. This should not overwhelm the City and acknowledges the importance of classification
studies.
Article 1: Section 1.3 J (Janus Related Litigation)
The parties are discussing the inclusion of new language to account for a possible court
12 order related to litigation involving release time. From the presentations at the hearing, the
13 outstanding issue seems to be whether the Union will have a chance to meet with the City to
discuss implementing any court order that might require a change in how release time is given.
The Union acknowledges that any process for giving input would have to be expedited given the
need to be in compliance with an enforceable court order, if one exists. My recommendation is
18 that the parties agree to meet and discuss ways of implementing an enforceable court order if one
19 is issued. While the Union’s written proposal called for any dispute going to arbitration, it is
unclear that the arbitration process could move fast enough to ensure the parties are in
compliance with a court order in a timely manner. The parties should discuss alternative
methods by which they might meet and come to a speedy resolution. This might include agreeing
24 to factfinding.
25 Union Proposal #27: Fairness Agreement
AFSCME Local 2384 is asking for a “Most Favored Nations” clause that will ensure it is
treated equitably to other units. The written proposal indicates the “Most Favored Nations”
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1 proposal was contingent on the parties not going to factfinding; however, at the hearing, the
Union made clear the proposal is still on the table. I see no reason why AFSCME Local 2384
should not receive the same protection that other units received. I certainly see no reason why
such a clause should be conditioned on a unit not exercising its right to go to factfinding. For this
6 reason, I recommend inclusion of a “Most Favored Nations” clause.
7 Article 1, Section 1-3(I): (Fair and Impartial Grievance Language)
The Union proposes allowing all unit members to grieve any treatment that is not fair and
impartial. The City acknowledged at the factfinding that it highly values a respectful workplace
and has methods for addressing allegations of unfair treatment. However, the City’s position,
12 which is not an uncommon one, is that the grievance process should be limited to contractual
13 violations. My recommendation is that the parties discuss a way outside the grievance process
that the Union can bring forth and track concerns regarding unfair treatment.
Article 2, Section 2-1(B): Grievance Language
The Union seeks to expand the definition of a grievance to include unacceptable
18 workplace conduct and abuse of title or authority. The City stated that it does not tolerate such
19 behavior but that addressing these issues through the grievance process is not the proper forum.
Again, my recommendation is that the parties discuss a way outside the grievance process that
the Union can bring forth and track concerns regarding abusive supervisors or managers.
The Union also seeks language that the City be required to give an explanation should it
24 dismiss a grievance on procedural grounds. Xavier Frost testified that this should be occurring. I
25 recommend adopting this part of the Union’s proposal so that reasons are consistently given for
denials of grievances.
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Article 1, Section 1-3: (Union Rights)
The Union seeks language making Union release time count as time worked in the unit
member's job classification. The Union stated that it has concerns that a steward who goes on
release time during a probationary period after a promotion and is on release time for a lengthy
6 period of time risks not passing probation upon return from release time due to someone not
7 approving of his/her union activity. The City responds that if there is evidence of such a thing
occurring, the Union steward could file a charge with PERB. The Union responds that proving
someone did not pass probation due to union animus is a difficult proposition.
The Union poses a hypothetical but there is no evidence of a steward returning from
12 release time and then failing probation. For this reason, I recommend the status quo language. I
13 also make this recommendation because I am hesitant to recommend language that might
impinge on the Civil Service Board's jurisdiction and because a union steward would be able to
file a charge with PERB if there is evidence of union animus.
CONCLUSION
18 I discussed the issues that the parties focused on at the hearing. I recommend that the
19 status quo remain if there any issues on which the parties did not orally present and on which I
did not comment. I sincerely hope that these recommendations assist the parties in reaching a
negotiated settlement.
24 Date: April 7, 2021
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Item text
Present Position Statements from City and AFSCME Local 2960 (Unit 3) on
Unresolved Issues
Summary
The meet and confer process with the City's five authorized employee organizations
("Meet and Confer units"), as outlined in Section 2-219 of the City Code, began in
January 2021. Following notification to the Phoenix Employment Relations Board
(PERB) that a dispute still existed after the March 1, 2021 deadline outlined in Section
2-219 of the City Code, a fact finding process was initiated with American Federation
of State, County and Municipal Employees (AFSCME) Local 2960. As of April 21,
2021, issues remain unresolved and an agreement has not been reached with
AFSCME Local 2960 (Unit 3).
In accordance with the terms of Section 2-219 of the City Code, if no agreement has
been reached by April 21, 2021, the City Manager and the employee organization shall
submit to the City Council written position statements on all unresolved issues in
dispute; and, the City Council shall conduct a public hearing at which the parties shall
be given full opportunity to explain their respective positions on all unresolved issues.
This item provides the required opportunity for a public hearing on the unresolved
issues.
Within 10 working days following the conclusion of the public hearing, the City Council
is authorized to take final action imposing terms and conditions of employment (by
May 19, 2021). Without a tentative agreement by May 5, 2021, an action item will be
placed on the next available Formal agenda for the Council to take final action.
Attached to this report are:
Attachment A: Fact Finding Report
Attachment B: Position Statement from the City
Attachment C: Position Statement from AFSCME Local 2960 (Unit 3)
Responsible Department
The item is submitted by Deputy City Manager Toni Maccarone and the Human
Resources Department.
Page 161
To: Toni Maccarone Date: May 3, 2021
Deputy City Manager
From: Lori Bays
Chief Human Resources Officer
Subject: WITHDRAWAL OF ITEMS #22 AND 23 ON MAY 5, 2021 COUNCIL FORMAL
MEETING AGENDA
This memo is to request withdrawal of items #22 and 23 on the May 5, 2021 Council
AFSCME 2384 (Unit 2) on Unresolved Issues and Public Hearing to Present Position
Statements from City and AFSCME 2960 (Unit 3) on Unresolved Issues. The City and
AFSCME 2384 as well as the City and AFSCME 2960 have reached tentative
agreements on the respective Memoranda of Understanding for 2021-2023.
ATTACHMENT A
IN THE FACTFINDING PROCEEDINGS
3 PURSUANT TO PHOENIX CITY CODE
5 AMERICAN FEDERATION OF STATE,
6 COUNTY, AND MUNICIPAL EMPLOYEES,
LOCAL 2960 (UNIT 3)
7 FACTFINDING REPORT
Union, AND
ADVISORY RECOMMENDATIONS
&
10 CITY OF PHOENIX,
11 Employer
12 Factfinder: Najeeb N. Khoury
Appearing For the Union: Jennifer Kroll & Dan Bonnett, Martin & Bonnett, P.L.L.C.
Appearing For the City: Heidi Gilbert, City Attorney’s Office
Hearing Dates: April 1 & 2, 2021
17 BACKGROUND
18 This factfinding proceeding involves the City of Phoenix’s Unit 3. Unit 3 consists of
clerical, 911 operators, detention officers, community service workers, and a wide array of other
classifications, and is represented by AFSCME Local 2960 (“AFSCME” or “Union”). The
parties are bargaining for a Memorandum of Understanding (MOU) that will run from July 1,
23 2021-June 30, 2023. Pursuant to the City’s Code and the Phoenix Employment Relations
24 Board’s Rules, the parties submitted their disputes to factfinding and selected me as the
factfinder. The factfinding hearing occurred on April 1 & 2, 2021 in Phoenix, Arizona.
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1 ANALYTICAL FRAMEWORK
Unlike interest arbitration, where a third-party neutral sets the terms of a new contract, a
third party neutral in a factfinding simply provides recommendations. This in essence makes
factfinding an extension of bargaining. Ultimately, absent an imposition of terms by the
6 employer, the parties must persuade one another of their positions, and the neutral factfinder
7 provides an outside perspective to help the parties along.
For non-economic issues, neutral factfinders have typically required the party seeking a
change to the status quo to carry the burden of persuasion, and I will follow that convention. In
analyzing each non-economic issue, I will be asking two questions. First, should the status quo
12 be changed? The party proposing the change must demonstrate that there is a problem with the
13 status quo or that the status quo can be improved. Second, does the proposed language solve the
problem or enhance the status quo? If the answer to this second question is no, I will either
recommend the status quo or provide a different proposed solution that better addresses the issue
identified in the first question.
18 ISSUES AND RECOMMENDATIONS
19 Article 3, Section 3-1 (Wages):
The City’s last offer was a 2% ongoing wage increase and a 3% one-time monetary
enhancement for 2021-2022, and a 1.5% ongoing wage increase and a 2.5% one-time monetary
enhancement for 2022-2023 plus language stating that the City Council could consider using
24 American Rescue Plan Act (“ARPA”) money for further enhancements. However, .5% of
25 ongoing money and .5% of one-time money in 2021-2022 is contingent on the Union accepting
what the City has called its transparency package.
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1 The Union’s last offer was a 2.5% ongoing wage increase and a 3% one-time monetary
enhancement for 2021-2022, and a 2.5% ongoing wage increase and a 3% one-time monetary
enhancement for 2022-2023. The Union also asks that there be additional wage enhancements if
projected revenues increase year-over-year. The Union further proposes that the parties meet
6 and confer regarding any ARPA money that will be used for wage enhancements.
7 By way of background, a 1% increase in total compensation for all bargaining units costs
the City approximately $18.8 million across all funds and approximately $11.8 million to its
general fund; a 1% increase in total compensation for Unit 3 employees costs the City
approximately $2.2 million across all funds and approximately $1.2 million to its general fund.
12 City’s Position On Economics:
13 The City argues that its proposal is generous and in keeping with what other units have
agreed upon. The City acknowledges that it is in a fiscally sound position, having a $153 million
surplus in its general fund. The City, however, emphasizes that $98 million of the surplus is in
one-time money and only $55 million is ongoing, and that one-time money should not be used to
18 pay ongoing costs. The City states that this surplus only reached its current level because federal
19 regulations allowed it to transfer one-time funding from the Coronavirus Relief Fund (CRF) to
the general fund to offset public safety salaries.
The City produces a yearly trial budget after receiving initial input from community
stakeholders and City Council members. After a trial budget is presented, the community is
24 allowed to provide input on the trial budget, which then turns into a proposed budget and
25 ultimately an adopted budget. There are often significant changes between a trial budget and the
adopted budget. City Manager Ed Zuercher testified that the current Trial Budget for the 2021-
2022 budget year seeks to balance community needs for service, organizational needs for
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1 infrastructure to provide those services, and fair compensation for City employees. He also
noted that the City’s population is growing, and that the City anticipates needing to hire more
employees to provide services. The City’s current Trial Budget dedicates 77% of its general
fund surplus or $118 million to employee compensation enhancements, which is in excess of the
6 70% of its surplus that it dedicated to enhanced compensation in the previous round of
7 negotiations.
In addition to employee compensation enhancements, the Trial Budget dedicates funds
to Public Safety Reform & Responsiveness, COVID Relief & Resiliency, Climate Change &
Heat Readiness, Affordable Housing & Homelessness, Building Community and Responding to
12 Growth, and Administrative Accountability. Assistant City Manager Jeff Barton testified that
13 any economic enhancements beyond the current offer would require the City to make
commensurate cuts to its other priorities which are reflected in the Trial Budget, as the City is
legally required to have a balanced budget. Barton also noted that the City has long-term
pension obligations which are projected to worsen, with approximately 26% of general fund
18 costs going to pension obligations by 2025-2026.
19 The City also points out that other bargaining units have already agreed to the offer
currently before Unit 3 and that they have “Most Favored Nations” language in their agreements,
meaning that the City would be obligated to give the other units increases beyond what their
current agreements contemplate.
24 Budget and Research Director Amber Williamson testified that the City exercises best
25 practices in its budgeting. Therefore, it does not include new or additional revenue streams that
have not been realized. She further testified that the City’s projected and actual numbers have
been historically close, and that the City of Phoenix prides itself on its budgeting accuracy. She
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1 acknowledged that revenues from recreational marijuana sales and ARPA money are not in the
2021-2022 Trial Budget, as these are new sources of revenue.
Union’s Position on Economics
AFSCME argues that its members were asked to sacrifice in hard times, and that they did
6 so willingly; therefore, now that there is a sizeable surplus it is only right that the City offer a
7 better economic package. After the Great Recession, Unit 3 took 3.2% in concessions in its
2010-2012 MOU, had 1.6% of concessions restored in its 2012-2014 MOU; took an additional
2.5% in concessions in its 2014-2016 MOU; received 4.2% restoration of concessions in its
2016-2019 MOU; and finally received 3.5% wage increases in its 2019-2021 MOU. While the
12 last MOU finally got Unit 3 past its concessions, the real dollar wages of its members are still
13 well behind 2010 wages due to inflation. AFSCME points out that the current offer of 3.5% on-
going money over two years will not keep up with CPI, which is projected to be about 2% a year,
and that while one-time money is good, it does not help keep up with inflation.
AFSCME notes that increases to Unit 3 do not have the same impact on the general fund
18 as increases to other units, especially sworn units. AFSCME has worked with the City on
19 pension reform for the civilian pension system. Consequently, the civilian pension system is not
projected to grow appreciably as a percentage of the general fund in the next five years. Further,
a percentage of Unit 3’s salaries are not charged to the general fund.
Laurie Ann Atienza, Labor Economist for AFSCME, testified that the City’s audited
24 financials demonstrate that the City is financially healthy, and that revenues show steady, healthy
25 growth with consistent surpluses. Atienza opined that the City’s audited financial statements
demonstrate that it can absorb compensation enhancements especially in light of its $153 million
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1 surplus, the $416 million ARPA money coming to the City, and the expectations that the
Phoenix area will continue to experience population, employment and income growth.
Finally, AFSCME notes that the Trial Budget does not account for any increases in
revenue due to recreational marijuana sales, which were recently legalized in Arizona, and does
6 not include the $416 million in ARPA funds; therefore, AFSCME believes there should be more
7 money available for economic enhancements, especially in the second year of the MOU.
Recommendation on Economics
One can certainly understand each side’s position. The Union believes it has sacrificed a
great deal to help the City during hard times, and that it is not the source of the City’s long-term
12 pension problems, having agreed to pension reform initiatives. The City wants to treat all of its
13 bargaining units equitably when it comes to across-the-board total compensation increases, and
will not agree to provide higher total compensation increases to civilian employees even if those
increases have a less dramatic impact on its long-term projections than increases to sworn
employees. The Union wants on-going increases that, at a minimum, keep up with inflation.
18 The City wants to maintain as much long-term flexibility as possible, and is therefore offering
19 large one-time sums, which do not have a compounding impact on its future budgets and are not
pensionable.
Further, the City does not want to give economic enhancements beyond what it has
agreed to with other units given that those other units have “Most Favored Nations” language;
24 however, Unit 3 believes it is not similarly situated to those other units given many of its unit
25 members are not paid through the general fund. The City is following what it believes is
budgeting best practice by not including the unrealized ARPA and recreational marijuana funds;
the Union responds that there is certainty that those funds will be realized during the life of this
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1 MOU. The City argues that nothing precludes the Council from dedicating some ARPA money
to economic enhancements, but the Union counters that it wants an opportunity to meet about
any such enhancements.
Given the uncertainty of the times we are in (with the pace of re-openings and increased
6 economic activity not being certain), I recommend that the parties take a cautious approach but
7 allow for the opportunity for further economic enhancements during the life of the MOU. It is
also not lost on me that other units have already settled for what the City is offering the Union,
and that it is difficult for the City to offer more to one unit than what other units have agreed
upon. Therefore, I will recommend that the parties settle on a 2% ongoing wage increase and a
12 3% one-time monetary enhancement for 2021-2022, and a 1.5% ongoing wage increase and a
13 2.5% one-time monetary enhancement for 2022-2023 with reopener language to allow for
discussion of further enhancements.
This recommendation, however, is not contingent on the Union accepting the City’s
“transparency package.” This is because I will not be recommending those proposals as drafted.
18 Further, I do not believe any party calculated a precise monetary value for the “transparency
19 package,” but were simply using the monetary number as an incentive. Therefore, I will be
making my recommendations on those proposals as stand-alone recommendations and based on
what I believe makes sense for each proposal.
The facts do support a finding that with the ARPA money and, to a lesser extent, the
24 recreational marijuana revenue, there will be additional revenues during the MOU that can help
25 bridge the gap between the parties’ proposals, and that these additional revenues are not
accounted for in the Trial Budget, meaning additional economic enhancements based on these
revenues will not impact the City’s other priorities outlined in the Trial Budget. I recognize that
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1 it is hard to know the precise allowable uses for ARPA money at this point and that the amount
of revenue to be generated by recreational marijuana sales is an open question. For this reason,
any concrete economic enhancements tied to these new sources of revenue are premature.
I, therefore, recommend that the parties agree to an economic reopener allowing the
6 parties to discuss further enhancements based on acceptable uses of ARPA money and any
7 realized revenue from recreational marijuana sales. I do not recommend adopting the City’s
language that it will evaluate the ARPA money and unilaterally provide a non-specified
percentage of premium pay. It is a fundamental right of unions to be able to meet and confer
with employers over economic enhancements. Finally, I do not recommend that the parties agree
12 to AFSCME’s language that economic enhancements will automatically be tied to increased
13 revenue. Rather, the re-opener language should be clear that the parties are required to meet over
further economic enhancements based on the new revenue, but no negotiated outcome is
predetermined by such language.
Article 2: Section 2-1(C): (Grievance Committee)
18 This is part of the City’s transparency package. The City proposes altering the Grievance
19 Committee language so that the President of AFSCME Local 2960 or his/her designee does not
sit on the committee that reviews Unit 3 grievances. Under the MOU, AFSCME may select to
have a grievance heard by an arbitrator or through the Grievance Committee. The Grievance
Committee is currently made up of an appointee of the City Manager, a City department director
24 and the president of the local or the president’s designee. The committee submits findings and
25 advisory recommendations to the City Manager, who makes the final determination on the
grievance.
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1 The City worries that the optics of the AFSCME Local 2960 president hearing Unit 3
grievances is troublesome; therefore, the City proposes having the president of a different union
sit on the committee to hear AFSCME Local 2960 grievances. The Union provided some
counter language but is essentially advocating no change to the language.
6 I recommend no change to the language. The City offered no evidence that there has
7 been a problem in the current set-up other than potential optics. If a member of the public were
to complain about the setup, it would provide an opportunity to educate that interested member
of the public and explain why the setup serves the interest of the City. Notably, an election by
the Union to use the Grievance Committee process saves the City and the Union the expense of
12 going to arbitration, and the Union is more likely to select the Grievance Committee route if it
13 has representation on the committee. Moreover, any concern that the Union is deciding its own
disputes is offset by the fact that management has two representatives on the committee and that
the committee ultimately just makes recommendations to the City Manager.
Additionally, the City’s proposal of having a different union president sit on the
18 committee is highly unorthodox. The MOU is a contract between AFSCME Local 2960 and the
19 City. It is unclear why the president of a local that has no interest in the contract between the
parties (and who is not a professional neutral trained in deciding contractual disputes) should
have a role in the dispute resolution process. Certainly, in my experience, I have never seen such
a setup before.
24 Article 1: Section 1-4(C): (Purging Discipline--5 years)
25 The MOU currently precludes the City from considering discipline that is over five years
old in any process, i.e., discipline that is over five years old cannot be considered in making
progressive discipline or promotional determinations. The City argues that this has created
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1 problems both with the public wanting accountability and with other employees who are losing
out on promotional opportunities despite having clean records. Specifically, the City points to
some embarrassing or egregious acts of misconduct that have occurred that the City believes
should not be disregarded after five years. The City emphasizes that its proposal would just give
6 it the discretion to review old discipline.
7 The Union responds that the City has the authority to bypass progressive discipline for
serious misconduct and that if the City chooses to give an employee a second chance, the
employee should have a chance at a clean slate. The Union also argues that the push for
transparency is due to cases involving police officers, and there have not been serious problems
12 with Unit 3 members and old discipline. Moreover, the Union notes that unit members have
13 relied on this MOU language in either settling or choosing not to challenge discipline in the past,
knowing that the discipline had a shelf life. Specifically, Frank Piccioli, President of AFSCME
Local 2960, testified that he has advised numerous unit members about the five-year limitation
on discipline, and that his advice would have been different had he known that the rule could be
18 changed retroactively.
19 The parties did make steps toward each other on this proposal. The City agreed that only
suspensions over five years (and not any type of discipline) should be used. The City also stated
it would respect settlement agreements containing the five-year limitation language, and it would
exclude discipline that is defined as moral turpitude.
24 The parties were still in disagreement over whether certain types of suspensions should
25 fall under the five-year language. Namely, the Union wanted only suspensions of 40 hours or
higher to survive the five-years.
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1 Given the increased public focus on police misconduct, “me-too” issues, and other
changing workplace expectations, it makes sense to change the status quo and allow the City to
be able to consider serious misconduct despite its age. However, it also makes sense that not
every type of discipline should be “evergreen.” Moreover, employees who are bypassed for
6 promotions based on discipline that is over five years old should receive notice of that fact and
7 have an avenue to contest the issue.
As mentioned in the Unit 2 Report, I have some concern regarding the language
involving abusive or threatening behavior, specifically as it applies to stewards engaged in union
activities. It is well-established that stewards have wide latitude when representing union
12 members: “Many disciplinary actions are set aside or reduced because the cause for the
13 discipline (often abusive language in heated exchanges with supervisors) emerged from, or was
related to, union steward duties.” Of course, this does not mean than anything goes and “while a
steward’s conduct in the course of union business is protected, the immunity is not absolute, and
discipline of stewards in extreme situations has been upheld even though the basis for the
18 discipline was related to the employee’s conduct as a steward.” See Elkouri & Elkouri, How
19 Arbitration Works, 5-74 to 5-75 (Kenneth Mays, ed., BNA Books 8th Ed. 2016). I recommend
that discipline based on abusive behavior survive past five years (as discouraging abusive
behavior in the workplace is extremely important) but with some clarifying language about
protected union activity. I, however, do not recommend the inclusion of discipline based on
24 actions that bring “discredit or embarrassment to the City.” This is new language from the
25 Personnel Rules, and there are no cases yet that explain what type of conduct falls under this
language. One can easily argue that any misconduct brings embarrassment to the City, and
including this language might then mean all suspensions that are over five years can be used.
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1 Moreover, if an employee is notified that old discipline was a factor in non-selection for a
promotional opportunity, the employee should have the right to question whether the decision
makes sense so that the employee is not forever precluded for future promotions without an
ability to raise a defense.
6 Finally, I find the argument that employees relied on the current MOU language in
7 making decisions regarding entering settlements or contesting discipline to be persuasive. While
the employer is not proposing a retroactive imposition of discipline, it is retroactively changing
the way the discipline is being used. Employees did rely on the rules as they were at the time,
and it would be unfair to change the rules retroactively.
12 For these reasons, I recommend that the parties adopt language allowing the City on a
13 moving forward basis to use suspensions that are over five years and are based on Personnel
Rules 21b2 (with some mention of union steward rights), 21b4, 21b5, 21b13, 21b14, 21b15,
21b18, and 21b20; that any settlement agreement which mentions the five-year limitation be
respected; and that any employee who is notified that discipline over five years old is a factor in
18 a denied promotion be able to submit a non-binding appeal on the matter.
19 Article 1: Sections 1-4: (Investigations and Discipline)
The City proposes replacing the entire sections dealing with investigations and discipline.
It claims that this is cleanup language and meant to create consistency with the process that
occurs with other civilian units. The City argues that no rights are being lost or protections
24 curtailed by the new language. The Union counter proposed with language that would require
25 the City to provide a unit member with all materials in the City’s possession before conducting
an investigatory interview. The Union basically is asking that civilians receive the protections
afforded in the Police Officer Bill of Rights.
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1 I do not recommend that civilians be given the same rights as the Police Officer Bill of
Rights. There are many variables in an investigation and there may be legitimate reasons why
management does not want to share all documents during the investigation stage. In terms of
adopting the City’s proposed changed language, it is unclear to me whether the Union had any
6 objections to the proposal or if the parties simply needed more time to iron out acceptable
7 language. Therefore, I recommend that the parties work together to agree upon language that
reflects the current practice of investigations, with the understanding that any newly agreed upon
language should clarify current rights and should not curtail any existing rights.
Article 1: Sections 1-4: (Purging/Inactive Reference)
12 As I understand the proposal, the City wants to replace text with a graph that shows when
13 various documents can be removed from certain files and made inactive from other files. Xavier
Frost, Deputy Human Resources Director—Labor Relations, testified that the City is simply
trying to have whatever process is agreed upon be reflected in the chart. I am sure that the point
of confusion for the Union is that the proposed chart incorporates the proposed changes to the
18 five-year old discipline discussed above. My recommendation is that the parties adopt a chart
19 that reflects whatever the parties ultimately agree upon in the other sections of the MOU.
However and to be clear, the move from text to a chart by itself is not meant to change anything
substantively.
Article 2: Section 2-1: (Grievance Definition)
24 The City proposes changing the definition of a grievance so that a grievance cannot be
25 filed whenever there is an alternate specific method of review. The current language precludes
grievances when there is no Civil Service or other specific method of review provided by State
or City law. The City claims it is attempting to prevent multiple matters being filed regarding
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1 the same fact pattern. However, the City provided no specific examples of when this was done.
Moreover, the City’s proposal does not specify which types of methods of review would
preclude grievances. Under the City’s language, any non-binding, informal method of review
could preclude a grievance. For these reasons, I recommend the status quo language.
6 Article 5: Section 5-2: (Benefits—Dental)
7 The City wants to update language regarding dental benefits. Debra Novak-Scott, Vice
President, AFSCME Local 2960, testified that her concern with the proposal as drafted is that it
could be read to exclude the availability of an enhanced PPO that exists. I recommend that the
parties work on language that makes clear the clarifying amendments do not impact the enhanced
12 dental PPO plan.
13 Article 5: Section 5-3: (Benefits—Life Insurance)
The City wants to update language to reflect that it no longer uses a life insurance plan
from 1997. Ms. Novak-Scott testified that the Union would like to see the current life insurance
policy before agreeing to the clean-up language. I recommend that the City share the current life
18 insurance plan with the Union, and that the parties then agree on the revised language.
Article 5: Section 5-9(B): (Benefits—BO/BN)
The City proposes eliminating language for use of sick leave in certain situations. The
City stated in its proposal that it wanted to eliminate the language because it was “no longer
24 applicable with Earned Paid Sick Time State Law.” However, it became clear at the hearing that
25 the current language covers situations not covered by the new state law and that the contractual
language provides other additional rights. Xavier Frost testified that the different types of sick
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1 leave usages could lead to confusion and abuse; however, there were no concrete examples
presented of abuse. I, therefore, recommend maintaining the status quo language.
Article 1: Section 1.3 (Janus Related Litigation)
The parties are discussing the inclusion of new language to account for a possible court
6 order related to litigation involving release time. From the presentations at the hearing, the
7 outstanding issue seems to be whether the Union will have a chance to meet with the City to
discuss implementing any court order that might require a change in how release time is given.
The Union acknowledges that any process for giving input would have to be expedited given the
need to be in compliance with an enforceable court order, if one exists. My recommendation is
12 that the parties agree to meet and discuss ways of implementing an enforceable court order if one
13 is issued. While the Union’s written proposal called for any dispute going to arbitration, it is
unclear that the arbitration process could move fast enough to ensure the parties are in
compliance with a court order in a timely manner. The parties should discuss alternative
methods by which they might meet and come to a speedy resolution. This might include agreeing
18 to factfinding.
19 Union Proposal #39: Fairness Agreement
AFSCME Local 2960 is asking for a “Most Favored Nations” clause that will ensure it is
treated equitably to other units. I see no reason why AFSCME Local 2960 should not receive the
same protection that other units received. I certainly see no reason why such a clause should be
24 conditioned on a unit not exercising its right to go to factfinding. For this reason, I recommend
25 inclusion of a “Most Favored Nations” clause.
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ATTACHMENT B
Unresolved Matters Regarding Contract Negotiations for the 2021-23 Memorandum of
Understanding with American Federation of State, County and Municipal Employees
Local 2960 (Unit 3)
April 21, 2021
Honorable Mayor Gallego and Council Members:
After two months of negotiations between the City of Phoenix and American Federation of State,
County and Municipal Employees (AFSCME) Local 2960, (Unit 3) the parties reached a
determination of impasse on March 1, 2021. In accordance with the ordinance governing our
Meet and Confer process (P.C.C. Section 2-219, Resolution of Impasses), the parties
proceeded to and completed Fact Finding on April 2, 2021.
EXECUTIVE SUMMARY
This position statement outlines City management’s position regarding the remaining issues in
the negotiation between The City of Phoenix and AFSCME Local 2960 (Unit 3). It provides the
rationale for the City’s stance on each item for the Council and the public’s understanding of the
issues at hand. It should also be read with an understanding that these positions will continue
to be negotiated as we move toward the goal of a final agreement.
The remaining issues are primarily related to compensation increases for Unit 3 employees.
The City’s final offer was an opportunity for a 9.0% total compensation increase over the two
year contract period. This included a 4.0% total compensation increase in each year of the
contract in a combination of on-going and non-continuous (one-time) increases. The City also
offered a financial reward of 1% total compensation (0.5% on-going and 0.5% one-time) for
agreeing to a contract that included the City’s Accountability and Transparency proposals.
These proposals were crafted by the City based upon feedback from the public regarding the
City’s administrative investigation and discipline processes for its employees. This economic
package, including the reward, was offered to all employee groups. It is consistent with the
packages accepted by Units 1, 4 and 5 that Council approved on April 7, 2021. Units 1, 4 and 5
also signed “fairness agreements” entitling them to any additional compensation amount
approved for other bargaining units. Consequently, awarding the same total compensation
increase to Unit 3 without also requiring agreement with the Accountability and Transparency
proposals (as recommended by the Fact Finder) would increase the base economic package
from 8.0% to 9.0%. Units 1, 4 and 5 would be entitled to that 1% increase in addition to 1%
reward, resulting in a total compensation increase of 10%.
Unit 3 is seeking a total compensation increase of 5.5% each year (2.5% on-going and 3.0%
one-time) for a total of 11.0%. This does not include the reward for the Accountability and
Transparency proposals. Unit 3 claims those measures were intended to address concerns
regarding sworn law enforcement and should not apply to other City employees. In addition to
the 11% over two years, Unit 3 also seeks further compensation tied to premium pay under the
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American Rescue Plan Act (ARPA) and sales tax revenue from recreational marijuana. Council
has not had the opportunity to develop strategies for the allocation of these funding sources. As
discussed below, increasing compensation to the requested levels would require the City to
identify additional resources in the 2021-2022 budget, most likely by reducing reserve funds.
The parties were also unable to reach agreement on several other non-economic (or work rule)
changes to the Memorandum of Understanding (“MOU”). There are two outstanding items, one
from each party, that merit discussion. The City’s proposal seeks to modify the definition of a
grievance for consistency with other employee groups and to prevent multiple reviews of the
same issue in different venues. Unit 3’s proposal attempts to address its concerns regarding
“erosion” of its bargaining unit. There are a few other remaining items but the parties should be
able to resolve them through additional negotiation.
OUTSTANDING ITEMS
The City’s Last Economic Proposal – Opportunity for 9.0% Increase
In Year One of the contract (FY 2021-22): 5.0%
1.5% total compensation increase on an on-going basis.
2.5% total compensation increase on a non-continuous (one-time) basis.
Reward: An additional on-going total compensation increase of 0.5% and a non-
continuous payment equal to the economic value of 0.5% of total compensation for
agreeing to the City’s transparency and accountability proposals.
ARPA: A (non-specified) percentage of premium pay as allowed by the legislation and
deemed appropriate by the City Council.
In Year Two of the contract (FY 2022-23): 4.0%
1.5% total compensation increase on an on-going basis.
2.5% total compensation increase on a non-continuous (one-time) basis.
AFSCME Local 2960’s Last Economic Proposal – 11% Increase Plus ARPA and “Trigger”
In Year One of the contract (FY 2021-22): 5.5%
2.5% total compensation increase on an on-going basis.
3.0% total compensation increase on a non-continuous (one-time) basis.
ARPA: If City elects to use a portion of the funds derived from the Act for “premium
pay,” then City and Union “meet and confer” in order to structure the allocations of those
funds to unit employees.
Trigger: If total projected revenue increases over prior fiscal year, “the City will meet
with the Union to increase compensation to an amount at least equal to the percentage
increase in revenues retroactive to the first full pay period of July 2021.…Revenue
increases include any State or Federal funds for COVID relief and/or the recreational
marijuana tax.”
In Year Two of the contract (FY 2022-23): 5.5%
2.5% total compensation increase on an on-going basis.
3.0% total compensation increase on a non-continuous (one-time) basis.
Trigger: If total projected revenue increases over prior fiscal year, “the City will meet
the Union to increase compensation to an amount at least equal to the percentage
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increase in revenues retroactive to the first full pay period of July 2022.…Revenue
increases include any State or Federal funds for COVID relief and/or the recreational
marijuana tax.”
Economics
The Phoenix City Charter requires a balanced budget each year. The FY 2021-22 forecast
shows a structurally balanced budget, where ongoing revenues are available for existing
programs. The forecast assumes modest revenue growth with no recession, no fee increases
or decreases, no new revenue sources and no changes to current revenue base as provided in
state and city laws or to state shared revenue formulas. The current forecast also assumes no
changes to existing labor contracts or service levels. It assumes, however, that any surplus is
incorporated into the subsequent years’ expenditures, whether in increased one-time and
ongoing costs for added programs and services, labor increases, set asides, or other uses of
the funds.
The General Fund (GF) projected surplus for FY 2021-22 is $153M and is largely made up of
one-time funds of $98M with ongoing resources of $55M available for employee compensation
increases and additions to programs and services in several important categories. The one-time
resources are due to the Council approved transfer of funding from the Coronavirus Relief Fund
(CRF) to the GF to offset public safety salaries as permitted by the Federal guidelines.
The Trial Budget attempts to balance community needs for service, organizational needs for
infrastructure to provide those services, and fair compensation for City employees, without over-
committing one time resources to ongoing expenses. It is critical not to use one-time resources
to fund ongoing costs, especially considering the City is still dealing with the pandemic.
The economic packages offered to the employee groups was consistent with the Trial Budget.
The Trial Budget divides the GF surplus between employee compensation and community
services as follows:
77% or $118 million ($35 million on-going surplus and $83 million one-time
surplus) towards compensation to employees.
This is approximately a 10% increase above what was allocated to employee
compensation during the 2019-21 contract negotiations. There, approximately 70% was
allocated to employee compensation with the remaining 30% to community services.
Competitive compensation allows the City to continue to attract, retain and reward
talented people who provide public service. The City, however, must also be fiscally
responsible. A balanced budget is required. The City cannot spend more than it can
afford. The City must also balance the community’s needs and building/maintaining the
infrastructure to serve those needs.
23% or $35 million towards strengthening our services to the community.
Areas of focus:
Public Safety Reform & Responsiveness – $21 million (including $15 million for
non-sworn crisis response)
COVID Response and Recovery – $ 2.6 million
Climate Change and Heat Resilience – $2.8 million
Affordable Housing and Homelessness – $2.7 million
Community Services & Growth – $2.9 million
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Administrative Accountability – $3.0 million
Adding just over 300 positions
The City must also be mindful of its pension obligations. Since 2007-08 employee pension
costs have consumed a growing share of our GF resources. GF pension costs are anticipated to
increase by over $100M between FY 2021-22 and FY 2025-26. This increase is primarily
caused by rising costs in public safety pension. The City is committed to paying 100 percent of
our actuarially required contribution every year. While reform efforts have been successful, the
City will still have a total unfunded sworn pension liability (PSPRS) of approximately $3.4 billion,
which will require continued diligence and further resource strategies in the coming years.
As the five-year forecast shows, pension costs, particularly PSPRS costs, will continue to add
significant pressure to the GF budget going forward.
The Fact Finder’s Recommendations Regarding Economics are Problematic
The City’s proposed increases to employee compensation are what it could reasonably afford
[Attached as Exhibit A]. The increases, including the reward for agreeing to the Accountability
and Transparency proposals, were offered to all employee groups. Units 1, 4 and 5 accepted
substantially similar proposals and the Council approved those contracts on April 7, 2021.
Those groups also signed “fairness agreements.” This means that should another group receive
a greater economic package, the City agrees to match the increase for their group. Failure to
honor these fairness agreements would create a significant adverse impact to management’s
relationships with Units 1, 4 and 5.
The Fact Finder’s recommendation affords Units 2 and 3 the same total economic package
offered and accepted by Units 1, 4 and 5 but without requiring acceptance of the Accountability
and Transparency provisions. This creates a ripple effect that the City potentially cannot afford.
Although the total value is equivalent to what was offered and accepted by the other groups, the
Fact Finder’s recommendation increases the base economic package. As a result, under the
fairness agreements, Units 1, 4 and 5 would be eligible for the higher base economic package
and still be entitled to receive the negotiated reward. Their packages in year one of the
contracts would increase from 5.0% to 6.0% [2.0% on-going and 3.0% non-continuous (one-
time) plus an additional on-going total compensation increase of 0.5% and a non-continuous
payment equal to the economic value of 0.5% of total compensation for agreeing to the City’s
transparency and accountability proposals]. The General Fund (GF) forecast and proposed
budget includes creating a set-aside reserve using a portion of the GF surplus for labor
increases for FY22/23 and FY 23/24 to remain structurally balanced. If more than the original
economic package is awarded either the set-aside reserve would need to be used to pay for the
increased base economic package in FY21/22, resulting in less resources available for FY22/23
and FY23/24, or a reduction to proposed GF Trial Budget additions for increased community
programs and services would need to be identified to provide resources to cover the increased
economic package.
For reasons not supported in his report or the record, the Fact Finder also recommended a
“most favored nations” clause or fairness agreement for Unit 3. The City repeatedly made it
clear that all employee groups were offered the opportunity to receive the same economic
package. The package included a reward. That same package has remained open and
available to Unit 3 throughout this process. As noted by the Fact Finder during the hearing,
fairness agreements are generally used to encourage employee groups to reach a deal prior to
fact finding. They protect groups from missing out on any subsequent increases to the
economic package. At this stage of the process, such protection is unnecessary. Management
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has not decreased the economic package extended to Unit 3. It is the same economic
packaged extended to all of the other employee groups and is consistent with what Council
approved for Units 1, 4 and 5.
The Re-Opener/Trigger: American Rescue Plan Act and Recreational Marijuana Sales
ARPA funds were allocated to the City during the negotiations process. Council has yet to
determine how it will use those funds, including whether premium pay will be given to City
employees. It was therefore premature to include anything definitive regarding ARPA premium
pay in these proposals. Council has the authority and discretion to allocate premium pay
separate and apart from the negotiations process. Accordingly, there is no need for “re-opener”
language for ARPA in the MOU as recommended by the Fact Finder.
The City also disagrees with the Fact Finder’s recommendations to include a re-opener, or
trigger, for realized revenue from recreational marijuana sales. The recommendation includes
no requirement that the City’s total GF revenues increase. While the City anticipates it will
receive some revenue from recreational marijuana sales, it is unclear whether total revenues
will increase. Recreational marijuana sales began in January 2021. It is prudent to wait until
more data becomes available regarding this revenue stream and accurate forecasting can be
incorporated into the City’s budgeting process. Moreover, the City made it clear at the hearing
that any such revenues from recreational marijuana sales would be used to offset its unfunded
pension obligations. The City maintains that this is the better use of these funds in the short-
term.
Any trigger language should also include the possibility that total GF revenues may decrease.
The Phoenix City Charter requires a balanced budget each year. Once the contracts are
executed, the City is obligated to pay its employees in accordance with the terms of those
agreements. Should total GF revenues decrease, the City would need to make cuts elsewhere
in order to retain a balanced budget. That would arguably include cuts to community services
and programs. Therefore, it is unfair to the community not to also require revisiting employee
compensation when total GF revenues decrease.
Based on current projected budget forecasting that results in a balanced budget without using
reserved funds or predicting any new revenue sources, the City’s economic package being
offered to Unit 3 employees is the best and final offer, and should be approved by City Council.
Unit 3’s eligibility for the reward is still dependent upon whether it agrees to the Accountability
and Transparency proposals and whether the parties ultimately reach an overall agreement.
Accountability and Transparency Proposals
As City employees, we work for this community. We are accountable to them. That means we
listen to their needs and respond to their input. It is not just being good stewards of public
funds. It includes working and behaving at the highest standards. These standards apply to all
City employees.
Over the past two years the community made it clear that it expects more transparency in the
City’s investigatory process, corrective action and employee discipline. The City identified
several key areas where improvements could be made. Recognizing the importance of
consistency, the City extended proposals to all employee groups regarding the following:
Investigation Protocols – codify current practices and establish greater consistency
across all bargaining units.
Page 182
Remove references to purging of performance evaluations or serious discipline and
clarify language permitting discipline to be designated as “inactive.” For Unit 4
(PLEA), no discipline can be deemed “inactive.”
“Evergreen” Serious Discipline – expand the City’s ability to consider discipline
issued to an employee for certain serious offenses more than 5 years ago when
assessing appropriate action for subsequent allegations of misconduct, transfers, or
promotions.
Grievance Committee – replace union/association president of grievant with a non-
involved union representative
Investigations
The City’s proposals regarding the investigative process did not restrict any employee rights or
privileges [Attached as Exhibit B]. The proposals were intended to update the MOUs to reflect
current practice and to establish greater consistency amongst all employees. The parties were
very close to reaching an agreement on the language. The substantive issue preventing the
parties stemmed from the Union’s request for employee’s to receive additional materials prior to
submitting to administrative interview. There, Unit 3 argued for the same or similar language as
the Unit 4 MOU, which covers Police Officers. This despite repeated arguments that Unit 3
employees should be treated differently from sworn law enforcement officers with respect to the
investigatory process and discipline.
The Fact-Finder rejected Unit 3’s proposal to mirror language in Unit 4 MOU or the Officer’s Bill
of Rights that would entitle employees to more evidence prior to an investigatory interview. He
agreed with the City that there may be legitimate reasons why management does not want to
share all documents during the investigation stage. As discussed below, he also rejected the
Unit 3’s arguments that the accountability concerns should be directed solely towards sworn law
enforcement. He encouraged the parties to continue to work together to find consensus on
language that does not curtail any existing rights. The City remains committed to doing so.
Purging/Inactivating Files
The City has historically allowed employees to “purge” or “inactivate” certain materials from their
departmental and personnel files. Materials such as performance evaluations and discipline
generally became eligible to be “purged” after the passage of a specified amount of time.
Currently, “purge” does not mean destruction. The materials are moved to an “inactive” file,
which means they will not be used by the City when considering a transfer, promotion, or the
appropriate level of discipline (progressive discipline). This language, however, has been
confusing to the public and the media. In addition, the practice no longer makes sense.
Management should have the discretion to be able to review an employee’s history in its entirety
[Attached as Exhibit(s) C and D].
Here, the Fact-Finder distinguished performance evaluations from discipline. He recommended
maintaining the current practice of allowing employees to move 10-year-old performance
evaluations to an “inactive” status. But the Fact Finder agreed with City’s arguments that
serious misconduct should be considered for transfers, promotions, and progressive discipline
despite its age. This recommendation is consistent with the Fact Finder’s conclusion that the
City’s accountability concerns should not be directed solely towards law enforcement.
“Evergreen” Serious Discipline
Page 183
Currently, when making its decision regarding the appropriate level of discipline for a sustained
allegation of misconduct, the City reviews only the past 5 years of the employee’s history. This
5-year window is appropriate for performance issues and lower levels of misconduct. More
serious offenses, however, may be relevant throughout on an employee’s tenure with the City.
The City, therefore, proposed that the following violations of Personnel Rule 21 should remain
open for consideration:
21b2. That the employee has been abusive or threatening in attitude, language, or
conduct towards fellow employees, customers of the City, or the public.
21b4. That 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.
21b5. That 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.)
21b12. That the employee has intentionally falsified records or documents made,
kept, or maintained for or on behalf of the City of Phoenix.
21b13. That the employee has stolen or is in unauthorized possession of City
property or the property of another employee or citizen.
21b14. That the employee is under the influence of alcohol or illegal drugs on the job.
21b15. That after investigation, the employee has violated City of Phoenix anti-
harassment or anti-discrimination policies.
21b18. That the employee has violated the city’s ethics policy, including failure to
provide complete accurate and truthful information.
21b19. That after investigation, it is reasonable to conclude the employee’s actions
brought discredit or embarrassment to the city.
21b20. That the employee’s actions meet the elements of a felony.
[Attached as Exhibit C]
The Fact-Finder rejected Unit 3’s arguments that employee accountability concerns were solely
a police or law enforcement issue. He clearly understood that the infractions identified by the
City focused on behaviors that could undermine the public’s trust and confidence. He also
recognized that how all employees treat each other and how they interact with members of the
public is important. Yet, he expressed concern about maintaining the protections or “latitude”
afforded to unions when representing their members. No employee, including a union
representative, should be allowed to engage in abusive or threatening behavior without
consequence. The City maintains its position that all employees need to be professional and
respectful in their interactions with others. Adequate protections for the unions already exist
Page 184
under the City’s Meet and Confer Ordinance. If any of the City’s unions believe that the City has
over-reacted in addressing a representative’s behavior (or the action is based upon anti-union
animus), a charge can be submitted to the Phoenix Employment Relations Board [PERB].
The City is willing to accept the Fact-Finder’s recommendation to remove 21b19 and any
reference to “moral turpitude” from its proposed language. The City made similar modifications
in its agreements to Units 1, 4 and 5. The City is also willing to implement a non-binding appeal
process for situations where employees are denied promotions when consideration of serious
discipline over five years old was a factor.
The City does not believe it would be in the best interest of the organization or the public,
however, to accept the Fact-Finder’s recommendation for this change to apply only to discipline
going forward. To be clear, the City indicated it would honor all previously submitted and
approved purge/inactive requests along with any settlement agreements with individual
employees where such a term was included. There is nothing fundamentally unfair about
modifying the eligibility of previous discipline for consideration when determining the appropriate
level of discipline for future sustained allegations of misconduct. If anything, it should serve as
another deterrent to engage in such behavior. Limiting the City in this way artificially extends
contract language from 2019-21 MOUs beyond the contract term. It would allow the language
from previous contract negotiations to live in perpetuity, which essentially defeats the main
purpose of a contract term. It also substantially impairs the significance of such a change for
several years.
Grievance Committee
The City submitted a proposal to alter the composition of those who participate on the
Grievance Committee [Attached as Exhibit E]. The Grievance Committee is tasked with
formulating a recommendation to the City Manager regarding whether the grievance has merit,
and if so, how to adequately resolve it. Currently, the union president of the grievant sits on the
committee. The City proposed having a representative from another City employee labor group
instead. The goal was to make the committee more neutral, meaning that no committee
member had a direct interest in the matter under review. It would also allow the union president
of the grievant to focus on advocating on behalf of their member.
The Fact Finder concluded there was no legitimate concern with continuing to allow a union
president of the grievant to be a voting member on the Grievance Committee. He summarily
dismissed the City’s arguments regarding public perception of this practice. He also
misconstrued the City’s efforts towards more objectivity and neutrality. The Fact Finder failed to
appreciate that the management representatives on the committee have no direct involvement
or oversight of the grievant. He also failed to consider that having another union’s perspective
might be beneficial to the committee.
The City maintains its position that the voting members of the Grievance Committee should be
altered. Substituting the union president of the grievant with a representative from another City
union would increase the effectiveness of the process without diminishing the ability of the
grievant’s union to share its subject matter expertise and concerns.
Unresolved Non-Economic Items
City – Definition of a Grievance
Page 185
The City proposed language seeking to limit the definition of a grievance to avoid review of the
same issue in multiple places. [Attached as Exhibit F (M-19)]. This proposal was substantially
similar to language added to the MOUs for Units 1, 4, and 5 as part of the 2019-21 negotiations.
The language remains unchanged for the 2021-23 MOUs for these groups.
The Fact Finder did not reject the intent of the proposal. He merely concluded that the City’s
proposal did not adequately specify which methods of review would preclude grievances. The
City is committed to working with Unit 3 to further clarify this language.
Unit 3 - Position Reallocations/Reclassifications [Erosion of the Unit]
The Union’s proposed language expressed concern regarding the erosion of its bargaining unit
resulting from the “reassignment of bargaining unit work to non-bargaining unit employees.”
The current MOU, however, requires the City to meet with the Union with a minimum of 7
calendar days’ notice to discuss management recommendations for contracting work being
performed by Unit 3 employees that would result in a reduction in the number of Unit 3
employees. The meeting should also take place prior to any recommendations are made to the
Council. The City must also currently meet with the Union at least 30 days prior to the
elimination of any Unit 3 positions.
In March 2020, the City responded to concerns raised by its employee groups regarding the
reallocation and reclassification of positions outside of their bargaining units. The City updated
its process to ensure that the employee groups would receive 30 days’ advance notice
regarding these types of changes. Unit 3 indicated it wanted a meeting as well. The City and
the Union should work under the new process for a period of time before changing contract
language.
The Fact Finder’s recommendation was limited to adopting language that would provide the
Union with 30 days’ notice and a meeting with management. The City accepts this
recommendation. As noted by the Fact Finder, the Union sought only a meeting – not the ability
to “meet and confer” or to veto management’s decisions. This is consistent with a recent ruling
from PERB [CA-368], which affirmed management’s authority and discretion to select the
personnel it deems appropriate to meet operational needs.
The City is confident that the parties will be able to reach consensus on any remaining
outstanding items.
Conclusion
City employees persevered on the front lines of the pandemic. The City needs to recognize
their efforts and ensure that its compensation package remains competitive. Compensation is a
major factor in recruiting and retaining top talent. Management’s responsibility, however, is to
present a balanced budget that is sustainable using existing revenue sources. The City must
also balance the community’s needs and provide the infrastructure required to serve those
needs. The compensation package being offered, and as accepted by three other bargaining
units, provides a balance between providing increases to our employees (77%) and improving
services to our citizens (23%) in a fiscally sustainable manner. Unit 3’s economic proposal is
neither affordable nor sustainable. Unit 3 was given the same opportunity as the other
employee groups to receive 9.0% in total compensation increases over the next two years. If
Unit 3 agrees to accept the Accountability and Transparency Proposals, as Units 1, 4 and 5 did,
it should be entitled to the 1% reward. Alternatively, should Unit 3 choose not to agree to the
Accountability and Transparency proposals, it should not be entitled to the 1% reward.
Page 186
Page 187
City’s Position Statement
Unresolved Matters with Local 2960
(Unit 3)
Exhibit A
Page 188
2021 Negotiations – AFSCME 2960/Unit 3
MC-24 > U-29 (Rev1) >
PROPOSAL Tentative Agreement:
MC-15 > U-29
CURRENT NEW
Article, Section, Article 3, Section 3-1A and Article, Section, Article 3, Section 3-1A
Sub-section B Sub-section and B
Current Language:
A. “In year one of the agreement there will be a two percent (2%) overall wage increase
effective the first full pay period of July 2019 for all employees in Unit 3.
In addition, there will be a one-time payment of $600 made to all full-time employees and $206
made to all part-time employees in Unit 3 payable the first full pay period of July 2019.”
B. “In year two of the agreement there will be a one percent (1%) overall wage increase
effective the first full pay period of July 2020 for all employees in Unit 3.
In addition, there will a one-time payment of $600 made to all full-time employees and $274
made to all part-time employees in Unit 3 payable the first full pay period of July 2020.”
New Language or Change:
In year one of this agreement, the economic value of ongoing total compensation increases will equal
1.5%. Unit 3 employees will also receive a non-continuous payment equal to the economic value of
2.5% total compensation. Finally, Unit 3 employees will also receive an additional ongoing total
compensation increase of 0.5%, and a non-continuous payment equal to the economic value of 0.5% of
total compensation for agreeing to the City’s transparency and accountability proposals. This will be paid
as follows:
1. A 2.31% base wage increase effective the first full pay period in July 2021.
2. A non-continuous payment $2,055 per Full-Time Employee and $822 per Part-Time Employee to
be paid out on the first full pay period in August 2021.
3. An additional non-continuous payment of $411 per Full-Time Employee and $164 per Part-Time
Employee to be paid out on the first full pay period in August 2021.
In year two of this agreement, the economic value of ongoing total compensation increases will equal
1.5%. Unit 3 employees will also receive a non-continuous payment equal to the economic value of 2.5%
total compensation. This will be paid as follows:
1. A 1.73% base wage increase effective the first full pay period in July 2022.
2. A non-continuous payment of $2,097 per Full-Time Employee and $839 per Part-Time Employee
to be paid out on the first full pay period in August 2022.
The City will evaluate the American Rescue Plan Act and will provide a (non-specified)
percentage of premium pay as allowed by the legislation and deemed appropriate by the City
Council, balancing the needs of the community and employees in their development of a
strategic plan for the ARPA funds. The strategic plan will follow guidelines provided by the
Department of Treasury. This language will expire at the conclusion of the 2021-2023 MOU.
Page 189
PROPOSAL
Intent or problem to be resolved:
Example(s) of how new language/change will be applied
(perhaps as opposed to previous language):
As written.
Tentative Agreement:
___________________________________ ___________________________________
Union Chief Spokesperson City Chief Spokesperson
___________________________________ ___________________________________
Date Time
2|Page
Page 190
City’s Position Statement
Unresolved Matters with Local 2960
(Unit 3)
Exhibit B
Page 191
2021 Negotiations – AFSCME 2960/Unit 3
PROPOSAL M-52 Tentative Agreement:
CURRENT Article 1: Rights NEW
Article, Section, Sec. 1-4: Rights of Union Article, Section,
Sub-section Members Sub-section
Current Language:
A. All unit members have the right to have the Union serve as their meet and confer
representative without discrimination based on membership or nonmembership- 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.
Except for emergency situations, the unit member shall have a minimum of forty-eight (48)
hours to arrange for union representation when the member is the subject of an administrative
investigation. The union representative will make every reasonable attempt to arrive within
the forty-eight (48) hours.
Police Department investigations with less than forty-eight (48) hours notice will be discussed
in Article 2, Section 2-2 (Labor-Management).
B. Union members shall have freedom of choice regarding representation or non-representation
in dealings with the City concerning grievances and matters pertaining to their individual
employment rights and obligations. This applies to all regular full time and regular part time
employees in Unit 3 positions, this includes probationary employees. In addition, Police
Department employees are also covered by provisions in Section 1-4 (H) of this article.
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. During a management initiated investigatory interview where
the allegations are focused on the employee and may result in disciplinary action, the
employee will be advised of their right to a representative prior to being interviewed. The
employee will be advised if the inquiry is supervisor initiated or the result of a citizen
complaint, employee/co-worker complaint, or other. Upon the arrival of the Union
representative, the employee has the right to be informed of the subject matter of the
interview, i.e., the type of misconduct being investigated. If requested, the Union
representative is entitled to privately meet with the employee before the investigatory
interview commences.
During the interview, the interviewer shall not prohibit the Union representative from
engaging in meaningful presentation, including but not limited to advising, consulting and
counseling the employee. The Union representative also may not behave in a violent,
verbally abusive, insulting, or demeaning manner toward the interviewer.
Prior to the conclusion of the meeting, the employee or representative (on behalf of the
employee) will have the opportunity to make a closing statement and may, at their sole
discretion, provide information to justify the employee’s conduct. In addition, Police
Department employees are also covered by provisions in Section 1-4 (H) of this article.
Page 192
PROPOSAL M-52
A unit member identified only as a witness will be given the opportunity to consult with a
Union representative to discuss their rights and obligations prior to the City interview. 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 one
(1) hour if called in from home.
Intent: City management can continue with the current practice that allows management the
right to contact a Union steward who is on duty to represent the employee.
A Unit member under investigation for a disciplinary matter that may lead to a written
reprimand, suspension, demotion or discharge and who is interviewed, will be given a brief
written statement informing him/her of the nature of the investigation and the allegations
involved in the interview of the Unit member. 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.
Unit members will not be excluded from applying and/or competing in a transfer process
based solely on a pending investigation or non-finalized discipline. However, the transfer
process will not be delayed pending the conclusion of the related investigation.
An immediate supervisor is strongly encouraged to discuss and attempt to resolve concerns
with an employee without issuing a Notice of Inquiry (NOI). Should information be made
known during this discussion that could result in discipline for that employee, the meeting
should be stopped and the NOI process utilized. Only paperwork pertaining to any completed
NOI investigation resolved as sustained will be kept in an employee’s Personnel files.
An employee under investigation will be notified in writing every ninety (90) calendar days as
to the current status of the investigation. Every thirty (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 investigative processes remaining to be
completed, as well as an estimated date of completion.
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.
The City will provide to the employee a copy of the Public Works completed accident
investigation and any other material the City plans to present at a Public Works Accident
Review Board hearing. This material will be supplied as quickly as possible after the material
has been prepared.
New Language or Change:
A. 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.
2|Page
Page 193
PROPOSAL M-52
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.
Except for emergency situations, the unit member shall have a minimum of forty-eight (48)
hours to arrange for union representation when the member is the subject of an administrative
investigation. The union representative will make every reasonable attempt to arrive within
the forty-eight (48) hours.
Police Department investigations with less than forty-eight (48) hours notice will be discussed
in Article 2, Section 2-2 (Labor-Management).
B. Union members shall have freedom of choice regarding representation or non-representation
in dealings with the City concerning grievances and matters pertaining to their individual
employment rights and obligations. This applies to all regular full time and regular part time
employees in Unit 3 positions, this includes probationary employees. In addition, Police
Department employees are also covered by provisions in Section 1-4 (H) of this article.
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. During a management initiated investigatory interview where
the allegations are focused on the employee and may result in disciplinary action, the
employee will be advised of their right to a representative prior to being interviewed. The
employee will be advised if the inquiry is supervisor initiated or the result of a citizen
complaint, employee/co-worker complaint, or other. Upon the arrival of the Union
representative, the employee has the right to be informed of the subject matter of the
interview, i.e., the type of misconduct being investigated. If requested, the Union
representative is entitled to privately meet with the employee before the investigatory
interview commences.
During the interview, the interviewer shall not prohibit the Union representative from
engaging in meaningful presentation, including but not limited to advising, consulting and
counseling the employee. The Union representative also may not behave in a violent,
verbally abusive, insulting, or demeaning manner toward the interviewer.
Prior to the conclusion of the meeting, the employee or representative (on behalf of the
employee) will have the opportunity to make a closing statement and may, at their sole
discretion, provide information to justify the employee’s conduct. In addition, Police
Department employees are also covered by provisions in Section 1-4 (H) of this article.
A unit member identified only as a witness will be given the opportunity to consult with a
Union representative to discuss their rights and obligations prior to the City interview. 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 one
(1) hour if called in from home.
Intent: City management can continue with the current practice that allows management the
right to contact a Union steward who is on duty to represent the employee.
3|Page
Page 194
PROPOSAL M-52
A Unit member under investigation for a disciplinary matter that may lead to a written
reprimand, suspension, demotion or discharge and who is interviewed, will be given a brief
written statement informing him/her of the nature of the investigation and the allegations
involved in the interview of the Unit member. 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.
Unit members will not be excluded from applying and/or competing in a transfer process
based solely on a pending investigation or non-finalized discipline. However, the transfer
process will not be delayed pending the conclusion of the related investigation.
An immediate supervisor is strongly encouraged to discuss and attempt to resolve concerns
with an employee without issuing a Notice of Inquiry (NOI). Should information be made
known during this discussion that could result in discipline for that employee, the meeting
should be stopped and the NOI process utilized. Only paperwork pertaining to any completed
NOI investigation resolved as sustained will be kept in an employee’s Personnel files.
An employee under investigation will be notified in writing every ninety (90) calendar days as
to the current status of the investigation. Every thirty (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 investigative processes remaining to be
completed, as well as an estimated date of completion.
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.
The City will provide to the employee a copy of the Public Works completed accident
investigation and any other material the City plans to present at a Public Works Accident
Review Board hearing. This material will be supplied as quickly as possible after the material
has been prepared.
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.
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)
4|Page
Page 195
PROPOSAL M-52
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 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.
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 to confirm their answers and provide any additional information.
10. Except for emergency situations, the unit employees shall have a minimum of 48
hours to arrange for Association representation when the member is the subject of
an administrative investigatory interview. The Association 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.
F. Regardless of whether the City elects to interview the employee, or issue written
questions, the following shall apply:
5|Page
Page 196
PROPOSAL M-52
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, 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. Every 60 days, a unit member under investigation may request a status update. At
management’s discretion, the status will be provided either verbally or in writing.
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 (association)
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.
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.
Intent or problem to be resolved:
Improved consistency. This language replaces all existing investigatory & discipline language in
the current MOU. This agreement will also update letter designation to subsequent subsections
of 1-4.
Example(s) of how new language/change will be applied
(perhaps as opposed to previous language):
6|Page
Page 197
PROPOSAL M-52
Tentative Agreement:
___________________________________ ___________________________________
Union Chief Spokesperson City Chief Spokesperson
___________________________________ ___________________________________
Date Time
7|Page
Page 198
2021 Negotiations – AFSCME 2960/Unit 3
M-52
PROPOSAL Tentative Agreement:
Rev 2
CURRENT Article 1: Rights NEW
Article, Section, Sec. 1-4: Rights of Union Article, Section,
Sub-section Members Sub-section
Current Language:
A. All unit members have the right to have the Union serve as their meet and confer
representative without discrimination based on membership or nonmembership- 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.
Except for emergency situations, the unit member shall have a minimum of forty-eight (48)
hours to arrange for union representation when the member is the subject of an administrative
investigation. The union representative will make every reasonable attempt to arrive within
the forty-eight (48) hours.
Police Department investigations with less than forty-eight (48) hours notice will be discussed
in Article 2, Section 2-2 (Labor-Management).
B. Union members shall have freedom of choice regarding representation or non-representation
in dealings with the City concerning grievances and matters pertaining to their individual
employment rights and obligations. This applies to all regular full time and regular part time
employees in Unit 3 positions, this includes probationary employees. In addition, Police
Department employees are also covered by provisions in Section 1-4 (H) of this article.
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. During a management initiated investigatory interview where
the allegations are focused on the employee and may result in disciplinary action, the
employee will be advised of their right to a representative prior to being interviewed. The
employee will be advised if the inquiry is supervisor initiated or the result of a citizen
complaint, employee/co-worker complaint, or other. Upon the arrival of the Union
representative, the employee has the right to be informed of the subject matter of the
interview, i.e., the type of misconduct being investigated. If requested, the Union
representative is entitled to privately meet with the employee before the investigatory
interview commences.
During the interview, the interviewer shall not prohibit the Union representative from
engaging in meaningful presentation, including but not limited to advising, consulting and
counseling the employee. The Union representative also may not behave in a violent,
verbally abusive, insulting, or demeaning manner toward the interviewer.
Prior to the conclusion of the meeting, the employee or representative (on behalf of the
employee) will have the opportunity to make a closing statement and may, at their sole
discretion, provide information to justify the employee’s conduct. In addition, Police
Department employees are also covered by provisions in Section 1-4 (H) of this article.
Page 199
PROPOSAL M-52
A unit member identified only as a witness will be given the opportunity to consult with a
Union representative to discuss their rights and obligations prior to the City interview. 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 one
(1) hour if called in from home.
Intent: City management can continue with the current practice that allows management the
right to contact a Union steward who is on duty to represent the employee.
A Unit member under investigation for a disciplinary matter that may lead to a written
reprimand, suspension, demotion or discharge and who is interviewed, will be given a brief
written statement informing him/her of the nature of the investigation and the allegations
involved in the interview of the Unit member. 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.
Unit members will not be excluded from applying and/or competing in a transfer process
based solely on a pending investigation or non-finalized discipline. However, the transfer
process will not be delayed pending the conclusion of the related investigation.
An immediate supervisor is strongly encouraged to discuss and attempt to resolve concerns
with an employee without issuing a Notice of Inquiry (NOI). Should information be made
known during this discussion that could result in discipline for that employee, the meeting
should be stopped and the NOI process utilized. Only paperwork pertaining to any completed
NOI investigation resolved as sustained will be kept in an employee’s Personnel files.
An employee under investigation will be notified in writing every ninety (90) calendar days as
to the current status of the investigation. Every thirty (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 investigative processes remaining to be
completed, as well as an estimated date of completion.
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.
The City will provide to the employee a copy of the Public Works completed accident
investigation and any other material the City plans to present at a Public Works Accident
Review Board hearing. This material will be supplied as quickly as possible after the material
has been prepared.
New Language or Change:
A. 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.
2|Page
Page 200
PROPOSAL M-52
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.
Except for emergency situations, the unit member shall have a minimum of forty-eight (48)
hours to arrange for union representation when the member is the subject of an administrative
investigation. The union representative will make every reasonable attempt to arrive within
the forty-eight (48) hours.
Police Department investigations with less than forty-eight (48) hours notice will be discussed
in Article 2, Section 2-2 (Labor-Management).
B. Union members shall have freedom of choice regarding representation or non-representation
in dealings with the City concerning grievances and matters pertaining to their individual
employment rights and obligations. This applies to all regular full time and regular part time
employees in Unit 3 positions, this includes probationary employees. In addition, Police
Department employees are also covered by provisions in Section 1-4 (H) of this article.
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. During a management initiated investigatory interview where
the allegations are focused on the employee and may result in disciplinary action, the
employee will be advised of their right to a representative prior to being interviewed. The
employee will be advised if the inquiry is supervisor initiated or the result of a citizen
complaint, employee/co-worker complaint, or other. Upon the arrival of the Union
representative, the employee has the right to be informed of the subject matter of the
interview, i.e., the type of misconduct being investigated. If requested, the Union
representative is entitled to privately meet with the employee before the investigatory
interview commences.
During the interview, the interviewer shall not prohibit the Union representative from
engaging in meaningful presentation, including but not limited to advising, consulting and
counseling the employee. The Union representative also may not behave in a violent,
verbally abusive, insulting, or demeaning manner toward the interviewer.
Prior to the conclusion of the meeting, the employee or representative (on behalf of the
employee) will have the opportunity to make a closing statement and may, at their sole
discretion, provide information to justify the employee’s conduct. In addition, Police
Department employees are also covered by provisions in Section 1-4 (H) of this article.
A unit member identified only as a witness will be given the opportunity to consult with a
Union representative to discuss their rights and obligations prior to the City interview. 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 one
(1) hour if called in from home.
Intent: City management can continue with the current practice that allows management the
right to contact a Union steward who is on duty to represent the employee.
3|Page
Page 201
PROPOSAL M-52
A Unit member under investigation for a disciplinary matter that may lead to a written
reprimand, suspension, demotion or discharge and who is interviewed, will be given a brief
written statement informing him/her of the nature of the investigation and the allegations
involved in the interview of the Unit member. 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.
Unit members will not be excluded from applying and/or competing in a transfer process
based solely on a pending investigation or non-finalized discipline. However, the transfer
process will not be delayed pending the conclusion of the related investigation.
An immediate supervisor is strongly encouraged to discuss and attempt to resolve concerns
with an employee without issuing a Notice of Inquiry (NOI). Should information be made
known during this discussion that could result in discipline for that employee, the meeting
should be stopped and the NOI process utilized. Only paperwork pertaining to any completed
NOI investigation resolved as sustained will be kept in an employee’s Personnel files.
An employee under investigation will be notified in writing every ninety (90) calendar days as
to the current status of the investigation. Every thirty (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 investigative processes remaining to be
completed, as well as an estimated date of completion.
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.
The City will provide to the employee a copy of the Public Works completed accident
investigation and any other material the City plans to present at a Public Works Accident
Review Board hearing. This material will be supplied as quickly as possible after the material
has been prepared.
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.
4|Page
Page 202
PROPOSAL M-52
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 to confirm their answers and provide any additional information.
10. Except for emergency situations, the unit employees shall have a minimum of 48
hours to arrange for Association representation when the member is the subject of
an administrative investigatory interview. The Association 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.
5|Page
Page 203
PROPOSAL M-52
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, 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.
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 (association)
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.
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.
Intent or problem to be resolved:
Improved consistency. This agreement will also update letter designation to subsequent
subsections of 1-4.
6|Page
Page 204
PROPOSAL M-52
Example(s) of how new language/change will be applied
(perhaps as opposed to previous language):
Tentative Agreement:
___________________________________ ___________________________________
Union Chief Spokesperson City Chief Spokesperson
___________________________________ ___________________________________
Date Time
7|Page
Page 205
2021 Negotiations – AFSCME 2960/Unit 3
M-52
PROPOSAL Tentative Agreement:
Rev 3
CURRENT Article 1: Rights NEW
Article, Section, Sec. 1-4: Rights of Union Article, Section,
Sub-section Members Sub-section
Current Language:
A. All unit members have the right to have the Union serve as their meet and confer
representative without discrimination based on membership or nonmembership- 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.
Except for emergency situations, the unit member shall have a minimum of forty-eight (48)
hours to arrange for union representation when the member is the subject of an administrative
investigation. The union representative will make every reasonable attempt to arrive within
the forty-eight (48) hours.
Police Department investigations with less than forty-eight (48) hours notice will be discussed
in Article 2, Section 2-2 (Labor-Management).
B. Union members shall have freedom of choice regarding representation or non-representation
in dealings with the City concerning grievances and matters pertaining to their individual
employment rights and obligations. This applies to all regular full time and regular part time
employees in Unit 3 positions, this includes probationary employees. In addition, Police
Department employees are also covered by provisions in Section 1-4 (H) of this article.
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. During a management initiated investigatory interview where
the allegations are focused on the employee and may result in disciplinary action, the
employee will be advised of their right to a representative prior to being interviewed. The
employee will be advised if the inquiry is supervisor initiated or the result of a citizen
complaint, employee/co-worker complaint, or other. Upon the arrival of the Union
representative, the employee has the right to be informed of the subject matter of the
interview, i.e., the type of misconduct being investigated. If requested, the Union
representative is entitled to privately meet with the employee before the investigatory
interview commences.
During the interview, the interviewer shall not prohibit the Union representative from
engaging in meaningful presentation, including but not limited to advising, consulting and
counseling the employee. The Union representative also may not behave in a violent,
verbally abusive, insulting, or demeaning manner toward the interviewer.
Prior to the conclusion of the meeting, the employee or representative (on behalf of the
employee) will have the opportunity to make a closing statement and may, at their sole
discretion, provide information to justify the employee’s conduct. In addition, Police
Department employees are also covered by provisions in Section 1-4 (H) of this article.
Page 206
PROPOSAL M-52
A unit member identified only as a witness will be given the opportunity to consult with a
Union representative to discuss their rights and obligations prior to the City interview. 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 one
(1) hour if called in from home.
Intent: City management can continue with the current practice that allows management the
right to contact a Union steward who is on duty to represent the employee.
A Unit member under investigation for a disciplinary matter that may lead to a written
reprimand, suspension, demotion or discharge and who is interviewed, will be given a brief
written statement informing him/her of the nature of the investigation and the allegations
involved in the interview of the Unit member. 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.
Unit members will not be excluded from applying and/or competing in a transfer process
based solely on a pending investigation or non-finalized discipline. However, the transfer
process will not be delayed pending the conclusion of the related investigation.
An immediate supervisor is strongly encouraged to discuss and attempt to resolve concerns
with an employee without issuing a Notice of Inquiry (NOI). Should information be made
known during this discussion that could result in discipline for that employee, the meeting
should be stopped and the NOI process utilized. Only paperwork pertaining to any completed
NOI investigation resolved as sustained will be kept in an employee’s Personnel files.
An employee under investigation will be notified in writing every ninety (90) calendar days as
to the current status of the investigation. Every thirty (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 investigative processes remaining to be
completed, as well as an estimated date of completion.
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.
The City will provide to the employee a copy of the Public Works completed accident
investigation and any other material the City plans to present at a Public Works Accident
Review Board hearing. This material will be supplied as quickly as possible after the material
has been prepared.
New Language or Change:
A. 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.
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PROPOSAL M-52
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.
Except for emergency situations, the unit member shall have a minimum of forty-eight (48)
hours to arrange for union representation when the member is the subject of an administrative
investigation. The union representative will make every reasonable attempt to arrive within
the forty-eight (48) hours.
Police Department investigations with less than forty-eight (48) hours notice will be discussed
in Article 2, Section 2-2 (Labor-Management).
B. Union members shall have freedom of choice regarding representation or non-representation
in dealings with the City concerning grievances and matters pertaining to their individual
employment rights and obligations. This applies to all regular full time and regular part time
employees in Unit 3 positions, this includes probationary employees. In addition, Police
Department employees are also covered by provisions in Section 1-4 (H) of this article.
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. During a management initiated investigatory interview where
the allegations are focused on the employee and may result in disciplinary action, the
employee will be advised of their right to a representative prior to being interviewed. The
employee will be advised if the inquiry is supervisor initiated or the result of a citizen
complaint, employee/co-worker complaint, or other. Upon the arrival of the Union
representative, the employee has the right to be informed of the subject matter of the
interview, i.e., the type of misconduct being investigated. If requested, the Union
representative is entitled to privately meet with the employee before the investigatory
interview commences.
During the interview, the interviewer shall not prohibit the Union representative from
engaging in meaningful presentation, including but not limited to advising, consulting and
counseling the employee. The Union representative also may not behave in a violent,
verbally abusive, insulting, or demeaning manner toward the interviewer.
Prior to the conclusion of the meeting, the employee or representative (on behalf of the
employee) will have the opportunity to make a closing statement and may, at their sole
discretion, provide information to justify the employee’s conduct. In addition, Police
Department employees are also covered by provisions in Section 1-4 (H) of this article.
A unit member identified only as a witness will be given the opportunity to consult with a
Union representative to discuss their rights and obligations prior to the City interview. 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 one
(1) hour if called in from home.
Intent: City management can continue with the current practice that allows management the
right to contact a Union steward who is on duty to represent the employee.
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PROPOSAL M-52
A Unit member under investigation for a disciplinary matter that may lead to a written
reprimand, suspension, demotion or discharge and who is interviewed, will be given a brief
written statement informing him/her of the nature of the investigation and the allegations
involved in the interview of the Unit member. 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.
Unit members will not be excluded from applying and/or competing in a transfer process
based solely on a pending investigation or non-finalized discipline. However, the transfer
process will not be delayed pending the conclusion of the related investigation.
An immediate supervisor is strongly encouraged to discuss and attempt to resolve concerns
with an employee without issuing a Notice of Inquiry (NOI). Should information be made
known during this discussion that could result in discipline for that employee, the meeting
should be stopped and the NOI process utilized. Only paperwork pertaining to any completed
NOI investigation resolved as sustained will be kept in an employee’s Personnel files.
An employee under investigation will be notified in writing every ninety (90) calendar days as
to the current status of the investigation. Every thirty (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 investigative processes remaining to be
completed, as well as an estimated date of completion.
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.
The City will provide to the employee a copy of the Public Works completed accident
investigation and any other material the City plans to present at a Public Works Accident
Review Board hearing. This material will be supplied as quickly as possible after the material
has been prepared.
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.
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PROPOSAL M-52
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 to confirm their answers and provide any additional information.
10. Except for emergency situations, the unit employees 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. An employee may waive the 48-
hour time requirement if the employee is not opting for representation. Employees
5|Page
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PROPOSAL M-52
will be provided with the NOI cover sheet (and attachment if applicable) listing the
allegations against the employee 48 hour 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.
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.
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.
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PROPOSAL M-52
Intent or problem to be resolved:
Improved consistency. This agreement will also update letter designation to subsequent
subsections of 1-4.
Example(s) of how new language/change will be applied
(perhaps as opposed to previous language):
Tentative Agreement:
___________________________________ ___________________________________
Union Chief Spokesperson City Chief Spokesperson
___________________________________ ___________________________________
Date Time
7|Page
Page 212
City’s Position Statement
Unresolved Matters with Local 2960
(Unit 3)
Exhibit C
Page 213
2021 Negotiations – AFSCME 2960/Unit 3
PROPOSAL M-12 Tentative Agreement:
CURRENT Article 1: Rights NEW
Article, Section, Section 1-4.C.2: Rights of Article, Section,
Sub-section Unit Members Sub-section
Current Language:
In the event documentation that is eligible for purging from all departmental personnel files is not
purged, it will not be considered in future disciplinary matters. Discipline over five years old will
not be considered in any process.
New Language or Change:
In the event documentation that is eligible for purging from all departmental personnel files is not
purged, it will not be considered in future disciplinary matters. Discipline over five years old will
not be considered in any process.
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):
Discipline under 21b2, 21b4, 21b5, 21b12, 21b13, 21b14, 21b15, 21b18, 21b19, 21b20, and
other discipline falling under the category of moral turpitude.
Intent or problem to be resolved:
There are some actions, which result in discipline, that should continue to be considered for the
length of employment.
Example(s) of how new language/change will be applied
(perhaps as opposed to previous language):
Tentative Agreement:
___________________________________ ___________________________________
Union Chief Spokesperson City Chief Spokesperson
___________________________________ ___________________________________
Date Time
Page 214
City’s Position Statement
Unresolved Matters with Local 2960
(Unit 3)
Exhibit D
Page 215
2021 Negotiations – AFSCME 2960/Unit 3
PROPOSAL M-72 Tentative Agreement:
CURRENT Article 1: Rights NEW
Article, Section, Section: 1-4C.2: Rights of Article, Section,
Sub-section Unit Members Sub-section
Current Language:
All unit employees may request that all their departmental personnel files be purged of any
adverse materials which are three (3) years or older providing the employee has received no
disciplinary action for the same thing during the one-year immediately preceding the request. The
request must be in writing and forwarded through official channels. Any adverse materials which
are three (3) years or older, shall be purged from the departmental personnel file and moved to a
section marked “Inactive" in the Central HR Department personnel file. Discipline notices are
exempted from these provisions except as described below.
Purging requests apply to all files, in all formats, in all locations, with the exception of the Inactive
section of the Central HR Department personnel file.
Upon request, performance evaluations over 10 years old will be purged from a unit member’s
personnel file after 10 (ten) years as an active employee.
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.
Upon request, a unit member may have documents related to disciplinary actions, which are over
ten (10) years old, removed from all departmental personnel files and moved to a section marked
“Inactive" in the Central HR Department personnel file when there have been no incidents or
problems of a similar nature within the ten year period immediately preceding the request. The
term “disciplinary actions” is defined as follows:
Any discipline given a unit member that resulted in a suspension of eighty (80) hours or less and,
for an infraction which did not result in a criminal charge or actions which did not include violent
or assaultive behavior directed at another person or, any infraction that is no longer considered
to be a disciplinary matter under current contemporary department standards in effect at the time
of the unit member’s file purge request.
New Language or Change:
All unit employees may request that all their departmental personnel files be purged of any
adverse materials which are three (3) years or older providing the employee has received no
disciplinary action for the same thing during the one-year immediately preceding the request. The
request must be in writing and forwarded through official channels. Any adverse materials which
are three (3) years or older, shall be purged from the departmental personnel file and moved to a
section marked “Inactive" in the Central HR Department personnel file. Discipline notices are
exempted from these provisions except as described below.
Purging requests apply to all files, in all formats, in all locations, with the exception of the Inactive
section of the Central HR Department personnel file.
Upon request, performance evaluations over 10 years old will be purged from a unit member’s
personnel file after 10 (ten) years as an active employee.
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PROPOSAL M-72
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.
Upon request, a unit member may have documents related to disciplinary actions, which are over
ten (10) years old, removed from all departmental personnel files and moved to a section marked
“Inactive" in the Central HR Department personnel file when there have been no incidents or
problems of a similar nature within the ten year period immediately preceding the request. The
term “disciplinary actions” is defined as follows:
Any discipline given a unit member that resulted in a suspension of eighty (80) hours or less and,
for an infraction which did not result in a criminal charge or actions which did not include violent
or assaultive behavior directed at another person or, any infraction that is no longer considered
to be a disciplinary matter under current contemporary department standards in effect at the time
of the unit member’s file purge request.
Intent or problem to be resolved:
Improved consistency.
Example(s) of how new language/change will be applied
(perhaps as opposed to previous language):
Tentative Agreement:
___________________________________ ___________________________________
Union Chief Spokesperson City Chief Spokesperson
___________________________________ ___________________________________
Date Time
2|Page
Page 217
2021 Negotiations – AFSCME 2960/Unit 3
PROPOSAL M-72 (Revision #1) Tentative Agreement:
CURRENT Article 1: Rights NEW
Article, Section, Section: 1-4C.2 & 1-4 Article, Section,
Sub-section F.Rights of Unit Members Sub-section
Current Language:
C.2. All unit employees may request that all their departmental personnel files be purged of any
adverse materials which are three (3) years or older providing the employee has received no
disciplinary action for the same thing during the one-year immediately preceding the request.
The request must be in writing and forwarded through official channels. Any adverse
materials which are three (3) years or older, shall be purged from the departmental personnel
file and moved to a section marked “Inactive" in the Central HR Department personnel file.
Discipline notices are exempted from these provisions except as described below.
Purging requests apply to all files, in all formats, in all locations, with the exception of the
Inactive section of the Central HR Department personnel file.
Upon request, performance evaluations over 10 years old will be purged from a unit
member’s personnel file after 10 (ten) years as an active employee.
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.
Upon request, a unit member may have documents related to disciplinary actions, which are
over ten (10) years old, removed from all departmental personnel files and moved to a section
marked “Inactive" in the Central HR Department personnel file when there have been no
incidents or problems of a similar nature within the ten year period immediately preceding
the request. The term “disciplinary actions” is defined as follows:
Any discipline given a unit member that resulted in a suspension of eighty (80) hours or less
and, for an infraction which did not result in a criminal charge or actions which did not include
violent or assaultive behavior directed at another person or, any infraction that is no longer
considered to be a disciplinary matter under current contemporary department standards in
effect at the time of the unit member’s file purge request.
In the event documentation that is eligible for purging from all departmental personnel files
is not purged, it will not be considered in future disciplinary matters. Discipline over five years
old will not be considered in any process.
F. A supervisory counseling will only be retained in the supervisor’s file. It will not be placed in
the employee’s personnel file. The supervisory counseling will be purged from the
supervisor’s file after one (1) year provided no further incidents of a similar nature occur
during this one (1) year period.
New Language or Change:
C.2 All unit employees may request that all their departmental personnel files be purged of any
adverse materials which are three (3) years or older providing the employee has received no
disciplinary action for the same thing during the one-year immediately preceding the request.
The request must be in writing and forwarded through official channels. Any adverse
Page 218
PROPOSAL M-72 Revision #1
materials which are three (3) years or older, shall be purged from the departmental personnel
file and moved to a section marked “Inactive" in the Central HR Department personnel file.
Discipline notices are exempted from these provisions except as described below.
Purging requests apply to all files, in all formats, in all locations, with the exception of the
Inactive section of the Central HR Department personnel file.
Upon request, performance evaluations over 10 years old will be purged from a unit
member’s personnel file after 10 (ten) years as an active employee.
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.
Upon request, a unit member may have documents related to disciplinary actions, which are
over ten (10) years old, removed from all departmental personnel files and moved to a section
marked “Inactive" in the Central HR Department personnel file when there have been no
incidents or problems of a similar nature within the ten year period immediately preceding
the request. The term “disciplinary actions” is defined as follows:
Any discipline given a unit member that resulted in a suspension of eighty (80) hours or less
and, for an infraction which did not result in a criminal charge or actions which did not include
violent or assaultive behavior directed at another person or, any infraction that is no longer
considered to be a disciplinary matter under current contemporary department standards in
effect at the time of the unit member’s file purge request.
In the event documentation that is eligible for purging from all departmental personnel files
is not purged, it will not be considered in future disciplinary matters. Discipline over five years
old will not be considered in any process.
F. A supervisory counseling will only be retained in the supervisor’s file. It will not be placed in
the employee’s personnel file. The supervisory counseling will be purged from the
supervisor’s file after one (1) year provided no further incidents of a similar nature occur
during this one (1) year period.
Department File Personnel File
Document Supervisory File (if applicable) (OFFICIAL FILE)
Maintain original
in file.
Coachings/Supervisory Not maintained Not maintained in
Remove annually
Counselings in file. file.
provided no
further incidents.
Maintain copy in Maintain original
Maintain copy in
file. in file.
file.
Employee may Employee may
Written Reprimands Remove annually
request to request to
provided no
remove inactivate
further incidents.
after 3 years. after 3 years.
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PROPOSAL M-72 Revision #1
Maintain copy in Maintain original
file. in file.
Suspensions Employee may Employee may
(other than below) request to request to
remove inactivate
after 10 years. after 10 years.
Discipline under 21b2, Maintain copy in Maintain original
21b4, 21b5, 21b12, file. in file.
21b13, 21b14, 21b15, Cannot Remove May not be
21b18, 21b19, 21b20, inactivated
and other discipline
falling under the
category of moral
turpitude.
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.
Intent or problem to be resolved:
Improved transparency to the public. Make it clear that discipline is not being purged out of the
official (personnel) file.
Language regarding what cannot be inactivated will be updated to reflect any agreement on City
proposal M-12.
Example(s) of how new language/change will be applied
(perhaps as opposed to previous language):
3|Page
Page 220
PROPOSAL M-72 Revision #1
Tentative Agreement:
___________________________________ ___________________________________
Union Chief Spokesperson City Chief Spokesperson
___________________________________ ___________________________________
Date Time
4|Page
Page 221
City’s Position Statement
Unresolved Matters with Local 2960
(Unit 3)
Exhibit E
Page 222
2021 Negotiations – AFSCME 2960/Unit 3
Tentative
PROPOSAL M-21 Agreement:
Article 2:
CURRENT Grievance/Arbitration/Labor NEW
Article, Section, Management Article, Section,
Sub-section Sec 2-1 C.a: Grievance Sub-section
Procedure
Current Language:
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 through a pre-established list.
Secretary: The Labor Relations Administrator or the Administrator's designee.
Member: The President of the Local or the President's designee.
New Language or Change:
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 through a pre-established list.
Secretary: The Labor Relations Administrator or the Administrator's designee.
Member: The President of the Local or the President's designee another Union, other than the
Grievant’s, representing employees with the City of Phoenix.
Intent or problem to be resolved:
Use of neutral parties on the Grievance Committee.
Example(s) of how new language/change will be applied
(perhaps as opposed to previous language):
Tentative Agreement:
___________________________________ ___________________________________
Union Chief Spokesperson City Chief Spokesperson
___________________________________ ___________________________________
Date Time
Page 223
ATTACHMENT C
Daniel Bonnett (AZ # 014127)
Jennifer Kroll (AZ # 019859)
Martin & Bonnett, P.L.L.C.
4647 N. 32nd Street, Suite 185
Phoenix, AZ 85018
Telephone: (602) 240-6900
Facsimile: (602) 240-2345
dbonnett@martinbonnett.com
jkroll@martinbonnett.com
Attorneys for AFSCME 2960
AMERICAN FEDERATION OF STATE, )
COUNTY AND MUNICIPAL EMPLOYEES, )
LOCAL 2960 )
Meet and Confer Representative for )
Unit 3 Employees of City of Phoenix )
)
And )
)
CITY OF PHOENIX, ARIZONA )
A Municipal Corporation City/Employer )
POSITION OF AMERICAN FEDERATION OF STATE, COUNTY AND
MUNICIPAL EMPLOYEES,
LOCAL 2960
PURSUANT TO PHOENIX CITY CODE § 2-219(K)
Page 224
Table of Contents
INTRODUCTION .......................................................................................................................... 1
BACKGROUND ............................................................................................................................ 1
I. The Factfinder’s Recommendation on Wages Is Fair and Equitable ...................................... 3
II. City Council Should Endorse the Neutral Factfinder’s Recommendations to Reject City
Management’s Proposed Change to the Grievance Committee .............................................. 5
III. The Neutral Factfinder’s Recommendations Concerning the Use and Maintenance of Prior
Discipline Is Amply Justified .................................................................................................. 7
IV. Management’s Proposal to Abrogate Sick Leave Rights Should Be Rejected .................. 10
V. The City Should Ensure Proper Bargaining Unit Alignment by Providing Advance Notice
and a Meeting with the Union to Confer on any Reallocations or Reclassifications ............ 10
VI. The Side Letter Regarding a Potential Adverse Ruling in the Pending Release Time
Litigation Should Contain an Alternative Dispute Resolution Procedure so City Council Has
a Full Record and Opinion ..................................................................................................... 11
VII. Management Should Clarify the Language of its Dental and Life Insurance Proposals and
Provide Requested Information ............................................................................................. 11
CONCLUSION ............................................................................................................................ 12
i
Page 225
INTRODUCTION
American Federation of State, County and Municipal Employees, Local 2960 (“AFSCME
Local 2960” or “the Union”) hereby submits this position statement pursuant to Phoenix City
Code §2-219(K). There are more than 2,800 authorized Unit 3 employees in the City.
Unit 3 employees serve vital roles in providing essential City services to the community
and public and have done so throughout the COVID-19 pandemic. Unit 3 employees are an
integral part of the City’s commitment to public safety and are the front-facing public services
employees. Unit 3 employees include the City’s 911 operators and dispatchers for both the Police
and Fire Departments who provide these services to the City and most of the surrounding
communities). Unit 3 employees also are the day-to-day lifeblood of the City. They help run the
City’s libraries, senior centers, recreation centers and provide other vital City services. Unit 3
employees help maintain the City’s revenues by collecting fees and fines, processing permits and
a variety of other tasks. They have worked throughout the pandemic even as they faced increasing
risk to ensure that the City can provide essential services to the public.
BACKGROUND
On April 1 and 2, 2021, a neutral factfinder, Najeeb N. Khoury, selected by the parties,
held a combined factfinding hearing with AFSCME Local 2960 and AFSCME Local 2384. The
factfinder heard extensive testimony and arguments and reviewed exhibits presented by both the
Union and City management on the issues and proposal on which the parties were unable to reach
agreement during negotiations. During the hearing, the City’s witnesses included the City
Manager Ed Zuercher, Assistant City Manager, Jeff Barton, City Budget Director Amber
Williamson, and Chief Negotiators for the City Janice Pitts and Xavier Frost. The Union’s
Page 226
witnesses included a labor economist, Laurie Ann Atenzia, the President of AFSCME Local 2384,
Mario Ayala, the President of AFSCME Local 2960, Frank Piccioli, and the Vice President of
AFSCME Local 2960, Debra Novak Scott. The hearing was conducted jointly because there are
some overlapping labor and management proposals regarding Units 2 & 3.
The recommendations by the neutral factfinder are attached hereto as Exhibit 1. These
recommendations are fair and balanced and promote both the public and Unit employees’
interests. AFSCME Local 2960 urges the City Council to accept the factfinder’s report and
recommendations in its entirety. AFSCME Local 2960 respectfully urges City Council not to
selectively adopt the factfinder’s recommendations but to recognize that these recommendations,
made after a two-day hearing, are part of a well- considered, thoughtful, integrated report that
balances City Management’s expressed concerns, the employees’ expressed concerns and the
impact on the public. Adopting the recommendations in toto is the most fair and reasonable way
to promote the public purpose and ensure the integrity of the factfinding process that serves as a
valuable part of the Meet and Confer Ordinance as a means of resolving impasse. Piecemealing
the well-reasoned and considered factfinding recommendation and report would be
counterproductive to that process.
Alternatively, should the Council not be inclined to adopt and implement that factfinder’s
report and recommendation in its entirety, AFSCME Local 2960 requests that Council accept the
Union’s proposals.
Page 227
I. The Factfinder’s Recommendation on Wages Is Fair and Equitable
The factfinder offered a roadmap for a “cautious approach” that will “allow for the
opportunity for further economic enhancements during the life of the two-year agreement.”
Specifically, the factfinder recommended:
1. 2% ongoing wage increase and 3% one-time monetary payment for fiscal year 2021-2022;
2. 1.5% ongoing wage increase and 2.5% one-time monetary payment for fiscal year 2021-
3. Re-openers to meet and discuss wage enhancements following final guidance on the more
than $400,000,000.00 the City will receive from the federal government under the
American Rescue Plan Act (“ARPA”) and following analysis of experience of tax revenues
derived from recreational marijuana sales, revenues which are not budgeted but which the
City already has begun to receive.
4. The factfinder recommended that these wage increases not be unfairly tied to adopting or
implementing non-economic proposals such as discipline. See Factfinder Report, Exhibit
1 hereto, at 7 (“I do not believe any party calculated a precise monetary value for the
‘transparency package,’ but were simply using the monetary number as an incentive.”).
The increased wages will help offset the years of cuts and concessions by the hardworking
employees of Unit 3 whose wages have not kept up with their peers or inflation in terms of
wages and salary,
Since 2010, all City of Phoenix employees were asked to do more with significantly less
pay and, as the City’s own witnesses admitted, their wages have not kept up with the cost of living
as reported by the United States Bureau of Labor Statistics. In a historical recession following the
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collapse of the real estate and securities markets, Unit 3 employees agreed to 3.2% compensation
cuts. These compensation cuts in the 2010-2012 Memorandum of Understanding between the City
and Local 2960 were not fully restored until two years ago, in 2019. 1 In 2019, the City employees
finally made it back to 2010 wage levels. The City has finally rounded the corner with a significant
surplus of $153 million with substantial budgetary flexibility and a positive economic outlook.
The City also has a very healthy contingency fund that the City did not need to use during the
pandemic. The factfinder’s suggested modest increase to wages will be a step toward rewarding
the employees’ sacrifices and maintaining competitive levels of employee pay and benefits to
attract new employees and retain existing employees who have provided loyal service in very
difficult and stressful times. It will help maintain Phoenix’s stature as one of the best-run cities in
the country. To be sure, the factfinder’s recommendation is less than what Unit 3 requested or
wanted in negotiations and less than the Union believes the City can realistically afford to
compensate its employees. At best, it is a modest increase; however, it is well deserved by the
Unit 3 employees who have worked faithfully and tirelessly to provide vital public services in a
time of financial and economic hardship. Now that the City and economy have recovered, Unit 3
should be compensated accordingly. As the factfinder recommended, such increases should not
be tied to a non-economic proposal related to terms affecting discipline and other non-economic
issues.
See Factfinder Report, at 5 noting: “After the Great Recession, Unit 3 took 3.2% in concessions
in its 2010-2012 MOU, had 1.6% of concessions restored in its 2012-2014 MOU; took an
additional 2.5% in concessions in its 2014-2016 MOU; received 4.2% restoration of concessions
in its 2016-2019 MOU; and finally received 3.5% wage increases in its 2019-2021 MOU. While
the last MOU finally got Unit 3 past its concessions, the real dollar wages of its members are still
well behind 2010 wages due to inflation.”
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Furthermore, the factfinder’s “cautious” approach to accounting for the over $400 million
in ARPA funds that the City is certain to receive, and the revenue the City receives from
recreational marijuana taxes also should be adopted by the Council. Implementing a requirement
to meet and confer on allocations to employees from these new sources of substantial amounts of
added revenue that are not reflected in the current budget or forecasts is entirely appropriate and
in furtherance of the public interest by facilitating recruitment and retention of Unit employees.
The factfinder also recommended, and AFSCME Local 2960 respectfully submits, that
Unit 3 employees should be given no less in terms of economic benefits than any other Unit. This
is fair and equitable and consistent with the stated goals of the City to treat the bargaining units
equitably compared to one another in terms of increases in wages and benefits.
Alternatively, there is no doubt that if the City wanted to, it has the budgetary flexibility to
approve the more generous increases that AFSCME Local 2960 requested: 2.5% ongoing wage
increase and a 3% one-time monetary enhancement for 2021-2022, and a 2.5% ongoing wage
increase and a 3% one-time monetary enhancement for 2022-2023 with wage enhancements if
projected revenues increase from the prior year. If City Council is not inclined to adopt the
factfinder’s recommendations in their entirety, Council should consider and implement Unit 3’s
alternate proposal set forth immediately above.
II. City Council Should Endorse the Neutral Factfinder’s Recommendations to Reject
City Management’s Proposed Change to the Grievance Committee
The neutral factfinder’s recommendation to retain the current composition of the grievance
committee is well-reasoned and comports with common-sense. The Grievance Committee is
currently made up of an appointee of the City Manager, a City department director and the
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president of the local or the president’s designee of the Unit and employee(s) impacted by the
grievance. The committee submits findings and advisory recommendations to the City Manager,
who makes the final determination on the grievance.
Indeed, the evidence presented at the hearing was uncontested that the Grievance
Committee, which is designed to efficiently and expeditiously resolve disputes under the MOU is
functioning well and doing what it was designed to do – foster harmonious labor relations and
efficiently resolve labor disputes under the MOU that arise from time to time. The neutral
factfinder found that the only reason offered by City Management for changing the Committee –
i.e., “optics” did not provide a rational basis for modifying a committee that has a successful and
important role in resolving labor disputes:
I recommend no change to the language. The City offered no evidence that there
has been a problem in the current set-up other than potential optics. If a member of
the public were to complain about the setup, it would provide an opportunity to
educate that interested member of the public and explain why the setup serves the
interest of the City. Notably, an election by the Union to use the Grievance
Committee process saves the City and the Union the expense of going to arbitration,
and the Union is more likely to select the Grievance Committee route if it has
representation on the committee. Moreover, any concern that the Union is deciding
its own disputes is offset by the fact that management has two representatives on
the committee and that the committee ultimately just makes recommendations to the
City Manager.
Factfinder Report, at 9.
The factfinder also rejected City Management’s proposal that some other union’s president
sit on the grievance committee for Unit 3’s MOU, stating: “It is unclear why the president of a
local that has no interest in the contract between the parties (and who is not a professional neutral
trained in deciding contractual disputes) should have a role in the dispute resolution process.” Id.
The factfinder recognized that common sense dictates that the president of the local union can
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provide unique knowledge and insight into the circumstances giving rise to the grievance and that
in any event, it is ultimately up to the City Manager to make the final decision.
In the unlikely event that this Council decides a change is needed to the grievance language
and decides to reject the neutral factfinder’s recommendations, AFSCME Local 2960 suggests
that the Grievance Committee truly be a “neutral” committee and be comprised of mutually agreed
upon neutral parties.
III. The Neutral Factfinder’s Recommendations Concerning the Use and Maintenance of
Prior Discipline Is Amply Justified
Despite its proposals advocating for disciplinary changes in MOU language, Management
presented no evidence that the current disciplinary terms and conditions and requirements present
any issues other than “optics” for Unit 3. Citing a single isolated Unit 3 example of prior discipline
of a police officer who kept his job and was demoted to Unit 3 and was then promoted, City
Management claimed the entire disciplinary structure needed to be modified as a result of public
scrutiny. However, as everyone knows, the current call from members of the public for increased
scrutiny and transparency of public employees involves police officers whose missteps and
misdeeds have resulted in unjustified use of deadly force and racial profiling. While taking no
position on changes for sworn police officers or other bargaining units, AFSCME Local 2960
submits that the same changes are unnecessary for the clerical and preprofessional employees who
comprise Unit 3. These employees do not carry weapons on the job, do not arrest members of the
public, execute search warrants, use deadly force nor do they have the same kind of authority or
responsibility of other dissimilar City employees whose mistakes or bad judgment has resulted in
public outrage and demonstrations.
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Nonetheless, although AFSCME Local 2960 does not entirely agree, the neutral factfinder
made the following recommendations for a disciplinary package that AFSCME Local 2960
believes is relatively fair if adopted as part of the overall recommendations made by the factfinder
and is willing to recommend to its constituents ratification of the following:
1. Employees should still be able to request that the City remove performance evaluations
after ten years and move them to an inactive file. As the factfinder noted, there is simply no reason
for using performance evaluations for Unit 3 employees that are more than a decade old.
2. Certain serious disciplinary infractions that result in suspensions may remain
permanently in an employee’s disciplinary file subject to the following:
1. Only serious violations resulting in suspensions as a result of violations of certain specified
disciplinary rules (Rules 21b2, 21b4, 21b5, 21b13, 21b14, 21b15, 21b18, and 21b20) that
are not overturned by the Civil Service Board should remain in the file unless there is an
agreement to the contrary. However, as the factfinder recommended, the MOU should also
specify that to the extent Rule 21b2 is included, this rule should not include discipline for
behavior as it applies to stewards and officers of AFSCME Local 2960 engaging in union
activities because of the potential chilling effect of such discipline and potential for misuse.
Factfinder Report, at 11.
2. The rule changes to maintenance of discipline should not apply retroactively. Applying the
rule retroactively to discipline already imposed is unfair and creates serious due process
concerns. Employees had rights to challenge prior discipline that has expired and they had
no notice that the discipline might remain in their file in perpetuity despite prior MOU
language and past practice to the contrary. Employees who had prior discipline may have
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challenged either the type of discipline (i.e., a suspension of one day versus a written
reprimand) or the alleged rule infraction (which are often listed with multiple rule
violations) and elected not to do so with the understanding and upon the reliance that this
discipline would have limited future relevance or application after expiration of certain
periods of time. As the factfinder found:
I find the argument that employees relied on the current MOU language in
making decisions regarding entering settlements or contesting discipline to
be persuasive. While the employer is not proposing a retroactive imposition
of discipline, the employees did rely on the rules as they were at the time,
and it would be unfair to change the rules retroactively.
Factfinder Report, at 12 (emphasis supplied).
3. There should be new and expanded rights afforded to employees under investigation that
the parties should work out. If certain, serious discipline is going to remain in their files
forever, employees should have a right to know the charges, know the evidence that has
led to the charges and know the witnesses who have accused them and what they have to
say. These are basic due process elements and should be afforded to employees. See
Factfinder Report, at 13 (“I recommend that the parties work together to agree upon
language that reflects the current practice of investigations, with the understanding that any
newly agreed upon language should clarify current rights and should not curtail any
existing rights.”).
4. Employees should be notified when prior discipline over five years old is used in
promotions.
Alternatively, AFSCME Local 2960 maintains that the current disciplinary scheme is
working and that no changes are needed or should be imposed. None of the changes City
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Management proposed were supported by examples of any disciplinary problems that became
public issues because of Unit 3 employees. The current nationwide and local public attention
regarding sworn police activity does not justify the mass, draconian changes proposed by the City
for Unit 3 employees. A wholesale revision of disciplinary procedures should be preceded by an
in-depth, conclusive study and further discussion between the parties.
IV. Management’s Proposal to Abrogate Sick Leave Rights Should Be Rejected
It is rather astonishing that given the current, ongoing COVID pandemic, City Management
chose to try to reduce – rather than expand – available sick leave. Management’s proposal to
abrogate sick leave rights (without any make-up compensation or credit) hurts employees just
when they need sick leave the most. Although Management tried to insist that the language it had
proposed did not abrogate any current rights to sick leave, the factfinder rejected this argument
based, in part, on the acknowledgment by a Management witness that the City’s leave policy is
more generous than the state statute the City was advocating should be substituted. See Factfinder
Report, at 14 (finding it “clear” that “the current language covers situations not covered by the
new state law and that the contractual language provides other additional rights”). In line with the
factfinder’s report, the City’s proposal to abrogate and reduce certain sick leave rights should be
rejected.
V. The City Should Ensure Proper Bargaining Unit Alignment by Providing Advance
Notice and a Meeting with the Union to Confer on any Reallocations or
Reclassifications
The proper alignment of bargaining units is an integral component of the Meet and Confer
Ordinance. AFSCME Local 2960 also requests that City Council adopt the factfinder’s
recommendation to require the City to provide 30-days advance notice of any reclassification or
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reallocation of bargaining unit work and to hold a meeting to discuss the reallocation or
reclassification. This will assist in reducing the potential number of unit clarification petitions
filed with the Phoenix Employment Relations Board. The Union’s expertise in knowing the jobs
and actual work performed and suggestions about the work will also help the City conserve
resources and use its available resources more efficiently.
VI. The Side Letter Regarding a Potential Adverse Ruling in the Pending Release Time
Litigation Should Contain an Alternative Dispute Resolution Procedure so City
Council Has a Full Record and Opinion
While both City Management and the Union oppose any challenge to release time, they
both recognize that there is a potential, however remote, for the current challenge to release time
pending in the Maricopa County Superior Court to be resolved unfavorably. Accordingly, the
proposed side letter contains a mechanism for dealing with that possibility. The sole difference
between the parties is that if the parties cannot mutually agree on how to address an unfavorable
ruling by a court or how to restructure release time, there should be some factfinding or alternative
dispute process preliminary to bringing the matter before Council. AFSCME Local 2960 suggests
that the dispute should be submitted to factfinding so that City Council will have a neutral
recommendation from a qualified factfinder to consider. This can be accomplished quickly with
relatively little expense and will give the City Council a firm basis on which to make decisions
regarding the parties’ MOU should it need to be modified in light of a possible adverse ruling.
See Factfinder Report, at 15.
VII. Management Should Clarify the Language of its Dental and Life Insurance Proposals
and Provide Requested Information
The factfinder recommended that Management and the Union work to clarify that the City
is not eliminating the enhanced PPO dental option and should provide information so that the
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Union can verify that the life insurance coverage is adequate and resolve any potential coverage
issues. Factfinder Report, at 14. As of the date of this filing, City management has done neither.
As recommended by the factfinder, the Union recommend that the City Council require City
Management to provide revised language and the information the Union needs before imposing
any dental and life insurance benefits changes.
CONCLUSION
As set forth herein, the factfinder’s report was considered and fair and provides an equitable
compromise that benefits the City, the employees and the public. AFSCME Local 2960 requests
that the City Council adopt the factfinder recommendations in their entirety and if any are rejected,
to adopt AFSCME Local 2960’s proposals instead.
Respectfully submitted this 21st date of April, 2021.
MARTIN & BONNETT, PLLC
By: /s/Daniel Bonnett
Daniel L. Bonnett
Jennifer Kroll
4647 N. 32nd Street, Suite 185
Phoenix, AZ 85018
Tel: (602) 240-6900
Fax: (602) 240-2345
smartin@martinbonnett.com
jkroll@martinbonnett.com
Attorneys for AFSCME Local 2960
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CERTIFICATE OF SERVICE
I hereby certify that on April 21, 2021, I transmitted the foregoing to the following individuals via
email:
Phoenix City Clerk’s Office for distribution to the City Council
Phoenix City Hall
200 W. Washington Street
Phoenix, AZ 85003
mailbox.city.clerk.department@phoenix.gov
COPIES emailed to:
Heidi Gilbert
Assistant Chief Counsel – Human Resources Section
200 W. Washington Street, 13th Floor
Phoenix, AZ 85003
heidi.gilbert@phoenix.gov
Kathy Schmidt, Executive Director
Phoenix Employment Relations Board (PERB)
251 W. Washington Street, 4th Floor
Phoenix, AZ 85003
kathy.schmidt@phoenix.gov
/s/Kathy Pasley
Attorney for AFSCME Local 2960
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EXHIBIT 1
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IN THE FACTFINDING PROCEEDINGS
3 PURSUANT TO PHOENIX CITY CODE
5 AMERICAN FEDERATION OF STATE,
6 COUNTY, AND MUNICIPAL EMPLOYEES,
LOCAL 2960 (UNIT 3)
7 FACTFINDING REPORT
Union, AND
ADVISORY RECOMMENDATIONS
&
10 CITY OF PHOENIX,
11 Employer
12 Factfinder: Najeeb N. Khoury
Appearing For the Union: Jennifer Kroll & Dan Bonnett, Martin & Bonnett, P.L.L.C.
Appearing For the City: Heidi Gilbert, City Attorney’s Office
Hearing Dates: April 1 & 2, 2021
17 BACKGROUND
18 This factfinding proceeding involves the City of Phoenix’s Unit 3. Unit 3 consists of
clerical, 911 operators, detention officers, community service workers, and a wide array of other
classifications, and is represented by AFSCME Local 2960 (“AFSCME” or “Union”). The
parties are bargaining for a Memorandum of Understanding (MOU) that will run from July 1,
23 2021-June 30, 2023. Pursuant to the City’s Code and the Phoenix Employment Relations
24 Board’s Rules, the parties submitted their disputes to factfinding and selected me as the
factfinder. The factfinding hearing occurred on April 1 & 2, 2021 in Phoenix, Arizona.
FACTFINDING REPORT AND ADVISORY RECOMMENDATIONS - 1
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1 ANALYTICAL FRAMEWORK
Unlike interest arbitration, where a third-party neutral sets the terms of a new contract, a
third party neutral in a factfinding simply provides recommendations. This in essence makes
factfinding an extension of bargaining. Ultimately, absent an imposition of terms by the
6 employer, the parties must persuade one another of their positions, and the neutral factfinder
7 provides an outside perspective to help the parties along.
For non-economic issues, neutral factfinders have typically required the party seeking a
change to the status quo to carry the burden of persuasion, and I will follow that convention. In
analyzing each non-economic issue, I will be asking two questions. First, should the status quo
12 be changed? The party proposing the change must demonstrate that there is a problem with the
13 status quo or that the status quo can be improved. Second, does the proposed language solve the
problem or enhance the status quo? If the answer to this second question is no, I will either
recommend the status quo or provide a different proposed solution that better addresses the issue
identified in the first question.
18 ISSUES AND RECOMMENDATIONS
19 Article 3, Section 3-1 (Wages):
The City’s last offer was a 2% ongoing wage increase and a 3% one-time monetary
enhancement for 2021-2022, and a 1.5% ongoing wage increase and a 2.5% one-time monetary
enhancement for 2022-2023 plus language stating that the City Council could consider using
24 American Rescue Plan Act (“ARPA”) money for further enhancements. However, .5% of
25 ongoing money and .5% of one-time money in 2021-2022 is contingent on the Union accepting
what the City has called its transparency package.
FACTFINDING REPORT AND ADVISORY RECOMMENDATIONS - 2
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1 The Union’s last offer was a 2.5% ongoing wage increase and a 3% one-time monetary
enhancement for 2021-2022, and a 2.5% ongoing wage increase and a 3% one-time monetary
enhancement for 2022-2023. The Union also asks that there be additional wage enhancements if
projected revenues increase year-over-year. The Union further proposes that the parties meet
6 and confer regarding any ARPA money that will be used for wage enhancements.
7 By way of background, a 1% increase in total compensation for all bargaining units costs
the City approximately $18.8 million across all funds and approximately $11.8 million to its
general fund; a 1% increase in total compensation for Unit 3 employees costs the City
approximately $2.2 million across all funds and approximately $1.2 million to its general fund.
12 City’s Position On Economics:
13 The City argues that its proposal is generous and in keeping with what other units have
agreed upon. The City acknowledges that it is in a fiscally sound position, having a $153 million
surplus in its general fund. The City, however, emphasizes that $98 million of the surplus is in
one-time money and only $55 million is ongoing, and that one-time money should not be used to
18 pay ongoing costs. The City states that this surplus only reached its current level because federal
19 regulations allowed it to transfer one-time funding from the Coronavirus Relief Fund (CRF) to
the general fund to offset public safety salaries.
The City produces a yearly trial budget after receiving initial input from community
stakeholders and City Council members. After a trial budget is presented, the community is
24 allowed to provide input on the trial budget, which then turns into a proposed budget and
25 ultimately an adopted budget. There are often significant changes between a trial budget and the
adopted budget. City Manager Ed Zuercher testified that the current Trial Budget for the 2021-
2022 budget year seeks to balance community needs for service, organizational needs for
FACTFINDING REPORT AND ADVISORY RECOMMENDATIONS - 3
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1 infrastructure to provide those services, and fair compensation for City employees. He also
noted that the City’s population is growing, and that the City anticipates needing to hire more
employees to provide services. The City’s current Trial Budget dedicates 77% of its general
fund surplus or $118 million to employee compensation enhancements, which is in excess of the
6 70% of its surplus that it dedicated to enhanced compensation in the previous round of
7 negotiations.
In addition to employee compensation enhancements, the Trial Budget dedicates funds
to Public Safety Reform & Responsiveness, COVID Relief & Resiliency, Climate Change &
Heat Readiness, Affordable Housing & Homelessness, Building Community and Responding to
12 Growth, and Administrative Accountability. Assistant City Manager Jeff Barton testified that
13 any economic enhancements beyond the current offer would require the City to make
commensurate cuts to its other priorities which are reflected in the Trial Budget, as the City is
legally required to have a balanced budget. Barton also noted that the City has long-term
pension obligations which are projected to worsen, with approximately 26% of general fund
18 costs going to pension obligations by 2025-2026.
19 The City also points out that other bargaining units have already agreed to the offer
currently before Unit 3 and that they have “Most Favored Nations” language in their agreements,
meaning that the City would be obligated to give the other units increases beyond what their
current agreements contemplate.
24 Budget and Research Director Amber Williamson testified that the City exercises best
25 practices in its budgeting. Therefore, it does not include new or additional revenue streams that
have not been realized. She further testified that the City’s projected and actual numbers have
been historically close, and that the City of Phoenix prides itself on its budgeting accuracy. She
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1 acknowledged that revenues from recreational marijuana sales and ARPA money are not in the
2021-2022 Trial Budget, as these are new sources of revenue.
Union’s Position on Economics
AFSCME argues that its members were asked to sacrifice in hard times, and that they did
6 so willingly; therefore, now that there is a sizeable surplus it is only right that the City offer a
7 better economic package. After the Great Recession, Unit 3 took 3.2% in concessions in its
2010-2012 MOU, had 1.6% of concessions restored in its 2012-2014 MOU; took an additional
2.5% in concessions in its 2014-2016 MOU; received 4.2% restoration of concessions in its
2016-2019 MOU; and finally received 3.5% wage increases in its 2019-2021 MOU. While the
12 last MOU finally got Unit 3 past its concessions, the real dollar wages of its members are still
13 well behind 2010 wages due to inflation. AFSCME points out that the current offer of 3.5% on-
going money over two years will not keep up with CPI, which is projected to be about 2% a year,
and that while one-time money is good, it does not help keep up with inflation.
AFSCME notes that increases to Unit 3 do not have the same impact on the general fund
18 as increases to other units, especially sworn units. AFSCME has worked with the City on
19 pension reform for the civilian pension system. Consequently, the civilian pension system is not
projected to grow appreciably as a percentage of the general fund in the next five years. Further,
a percentage of Unit 3’s salaries are not charged to the general fund.
Laurie Ann Atienza, Labor Economist for AFSCME, testified that the City’s audited
24 financials demonstrate that the City is financially healthy, and that revenues show steady, healthy
25 growth with consistent surpluses. Atienza opined that the City’s audited financial statements
demonstrate that it can absorb compensation enhancements especially in light of its $153 million
FACTFINDING REPORT AND ADVISORY RECOMMENDATIONS - 5
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1 surplus, the $416 million ARPA money coming to the City, and the expectations that the
Phoenix area will continue to experience population, employment and income growth.
Finally, AFSCME notes that the Trial Budget does not account for any increases in
revenue due to recreational marijuana sales, which were recently legalized in Arizona, and does
6 not include the $416 million in ARPA funds; therefore, AFSCME believes there should be more
7 money available for economic enhancements, especially in the second year of the MOU.
Recommendation on Economics
One can certainly understand each side’s position. The Union believes it has sacrificed a
great deal to help the City during hard times, and that it is not the source of the City’s long-term
12 pension problems, having agreed to pension reform initiatives. The City wants to treat all of its
13 bargaining units equitably when it comes to across-the-board total compensation increases, and
will not agree to provide higher total compensation increases to civilian employees even if those
increases have a less dramatic impact on its long-term projections than increases to sworn
employees. The Union wants on-going increases that, at a minimum, keep up with inflation.
18 The City wants to maintain as much long-term flexibility as possible, and is therefore offering
19 large one-time sums, which do not have a compounding impact on its future budgets and are not
pensionable.
Further, the City does not want to give economic enhancements beyond what it has
agreed to with other units given that those other units have “Most Favored Nations” language;
24 however, Unit 3 believes it is not similarly situated to those other units given many of its unit
25 members are not paid through the general fund. The City is following what it believes is
budgeting best practice by not including the unrealized ARPA and recreational marijuana funds;
the Union responds that there is certainty that those funds will be realized during the life of this
FACTFINDING REPORT AND ADVISORY RECOMMENDATIONS - 6
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1 MOU. The City argues that nothing precludes the Council from dedicating some ARPA money
to economic enhancements, but the Union counters that it wants an opportunity to meet about
any such enhancements.
Given the uncertainty of the times we are in (with the pace of re-openings and increased
6 economic activity not being certain), I recommend that the parties take a cautious approach but
7 allow for the opportunity for further economic enhancements during the life of the MOU. It is
also not lost on me that other units have already settled for what the City is offering the Union,
and that it is difficult for the City to offer more to one unit than what other units have agreed
upon. Therefore, I will recommend that the parties settle on a 2% ongoing wage increase and a
12 3% one-time monetary enhancement for 2021-2022, and a 1.5% ongoing wage increase and a
13 2.5% one-time monetary enhancement for 2022-2023 with reopener language to allow for
discussion of further enhancements.
This recommendation, however, is not contingent on the Union accepting the City’s
“transparency package.” This is because I will not be recommending those proposals as drafted.
18 Further, I do not believe any party calculated a precise monetary value for the “transparency
19 package,” but were simply using the monetary number as an incentive. Therefore, I will be
making my recommendations on those proposals as stand-alone recommendations and based on
what I believe makes sense for each proposal.
The facts do support a finding that with the ARPA money and, to a lesser extent, the
24 recreational marijuana revenue, there will be additional revenues during the MOU that can help
25 bridge the gap between the parties’ proposals, and that these additional revenues are not
accounted for in the Trial Budget, meaning additional economic enhancements based on these
revenues will not impact the City’s other priorities outlined in the Trial Budget. I recognize that
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1 it is hard to know the precise allowable uses for ARPA money at this point and that the amount
of revenue to be generated by recreational marijuana sales is an open question. For this reason,
any concrete economic enhancements tied to these new sources of revenue are premature.
I, therefore, recommend that the parties agree to an economic reopener allowing the
6 parties to discuss further enhancements based on acceptable uses of ARPA money and any
7 realized revenue from recreational marijuana sales. I do not recommend adopting the City’s
language that it will evaluate the ARPA money and unilaterally provide a non-specified
percentage of premium pay. It is a fundamental right of unions to be able to meet and confer
with employers over economic enhancements. Finally, I do not recommend that the parties agree
12 to AFSCME’s language that economic enhancements will automatically be tied to increased
13 revenue. Rather, the re-opener language should be clear that the parties are required to meet over
further economic enhancements based on the new revenue, but no negotiated outcome is
predetermined by such language.
Article 2: Section 2-1(C): (Grievance Committee)
18 This is part of the City’s transparency package. The City proposes altering the Grievance
19 Committee language so that the President of AFSCME Local 2960 or his/her designee does not
sit on the committee that reviews Unit 3 grievances. Under the MOU, AFSCME may select to
have a grievance heard by an arbitrator or through the Grievance Committee. The Grievance
Committee is currently made up of an appointee of the City Manager, a City department director
24 and the president of the local or the president’s designee. The committee submits findings and
25 advisory recommendations to the City Manager, who makes the final determination on the
grievance.
FACTFINDING REPORT AND ADVISORY RECOMMENDATIONS - 8
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1 The City worries that the optics of the AFSCME Local 2960 president hearing Unit 3
grievances is troublesome; therefore, the City proposes having the president of a different union
sit on the committee to hear AFSCME Local 2960 grievances. The Union provided some
counter language but is essentially advocating no change to the language.
6 I recommend no change to the language. The City offered no evidence that there has
7 been a problem in the current set-up other than potential optics. If a member of the public were
to complain about the setup, it would provide an opportunity to educate that interested member
of the public and explain why the setup serves the interest of the City. Notably, an election by
the Union to use the Grievance Committee process saves the City and the Union the expense of
12 going to arbitration, and the Union is more likely to select the Grievance Committee route if it
13 has representation on the committee. Moreover, any concern that the Union is deciding its own
disputes is offset by the fact that management has two representatives on the committee and that
the committee ultimately just makes recommendations to the City Manager.
Additionally, the City’s proposal of having a different union president sit on the
18 committee is highly unorthodox. The MOU is a contract between AFSCME Local 2960 and the
19 City. It is unclear why the president of a local that has no interest in the contract between the
parties (and who is not a professional neutral trained in deciding contractual disputes) should
have a role in the dispute resolution process. Certainly, in my experience, I have never seen such
a setup before.
24 Article 1: Section 1-4(C): (Purging Discipline--5 years)
25 The MOU currently precludes the City from considering discipline that is over five years
old in any process, i.e., discipline that is over five years old cannot be considered in making
progressive discipline or promotional determinations. The City argues that this has created
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1 problems both with the public wanting accountability and with other employees who are losing
out on promotional opportunities despite having clean records. Specifically, the City points to
some embarrassing or egregious acts of misconduct that have occurred that the City believes
should not be disregarded after five years. The City emphasizes that its proposal would just give
6 it the discretion to review old discipline.
7 The Union responds that the City has the authority to bypass progressive discipline for
serious misconduct and that if the City chooses to give an employee a second chance, the
employee should have a chance at a clean slate. The Union also argues that the push for
transparency is due to cases involving police officers, and there have not been serious problems
12 with Unit 3 members and old discipline. Moreover, the Union notes that unit members have
13 relied on this MOU language in either settling or choosing not to challenge discipline in the past,
knowing that the discipline had a shelf life. Specifically, Frank Piccioli, President of AFSCME
Local 2960, testified that he has advised numerous unit members about the five-year limitation
on discipline, and that his advice would have been different had he known that the rule could be
18 changed retroactively.
19 The parties did make steps toward each other on this proposal. The City agreed that only
suspensions over five years (and not any type of discipline) should be used. The City also stated
it would respect settlement agreements containing the five-year limitation language, and it would
exclude discipline that is defined as moral turpitude.
24 The parties were still in disagreement over whether certain types of suspensions should
25 fall under the five-year language. Namely, the Union wanted only suspensions of 40 hours or
higher to survive the five-years.
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1 Given the increased public focus on police misconduct, “me-too” issues, and other
changing workplace expectations, it makes sense to change the status quo and allow the City to
be able to consider serious misconduct despite its age. However, it also makes sense that not
every type of discipline should be “evergreen.” Moreover, employees who are bypassed for
6 promotions based on discipline that is over five years old should receive notice of that fact and
7 have an avenue to contest the issue.
As mentioned in the Unit 2 Report, I have some concern regarding the language
involving abusive or threatening behavior, specifically as it applies to stewards engaged in union
activities. It is well-established that stewards have wide latitude when representing union
12 members: “Many disciplinary actions are set aside or reduced because the cause for the
13 discipline (often abusive language in heated exchanges with supervisors) emerged from, or was
related to, union steward duties.” Of course, this does not mean than anything goes and “while a
steward’s conduct in the course of union business is protected, the immunity is not absolute, and
discipline of stewards in extreme situations has been upheld even though the basis for the
18 discipline was related to the employee’s conduct as a steward.” See Elkouri & Elkouri, How
19 Arbitration Works, 5-74 to 5-75 (Kenneth Mays, ed., BNA Books 8th Ed. 2016). I recommend
that discipline based on abusive behavior survive past five years (as discouraging abusive
behavior in the workplace is extremely important) but with some clarifying language about
protected union activity. I, however, do not recommend the inclusion of discipline based on
24 actions that bring “discredit or embarrassment to the City.” This is new language from the
25 Personnel Rules, and there are no cases yet that explain what type of conduct falls under this
language. One can easily argue that any misconduct brings embarrassment to the City, and
including this language might then mean all suspensions that are over five years can be used.
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1 Moreover, if an employee is notified that old discipline was a factor in non-selection for a
promotional opportunity, the employee should have the right to question whether the decision
makes sense so that the employee is not forever precluded for future promotions without an
ability to raise a defense.
6 Finally, I find the argument that employees relied on the current MOU language in
7 making decisions regarding entering settlements or contesting discipline to be persuasive. While
the employer is not proposing a retroactive imposition of discipline, it is retroactively changing
the way the discipline is being used. Employees did rely on the rules as they were at the time,
and it would be unfair to change the rules retroactively.
12 For these reasons, I recommend that the parties adopt language allowing the City on a
13 moving forward basis to use suspensions that are over five years and are based on Personnel
Rules 21b2 (with some mention of union steward rights), 21b4, 21b5, 21b13, 21b14, 21b15,
21b18, and 21b20; that any settlement agreement which mentions the five-year limitation be
respected; and that any employee who is notified that discipline over five years old is a factor in
18 a denied promotion be able to submit a non-binding appeal on the matter.
19 Article 1: Sections 1-4: (Investigations and Discipline)
The City proposes replacing the entire sections dealing with investigations and discipline.
It claims that this is cleanup language and meant to create consistency with the process that
occurs with other civilian units. The City argues that no rights are being lost or protections
24 curtailed by the new language. The Union counter proposed with language that would require
25 the City to provide a unit member with all materials in the City’s possession before conducting
an investigatory interview. The Union basically is asking that civilians receive the protections
afforded in the Police Officer Bill of Rights.
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1 I do not recommend that civilians be given the same rights as the Police Officer Bill of
Rights. There are many variables in an investigation and there may be legitimate reasons why
management does not want to share all documents during the investigation stage. In terms of
adopting the City’s proposed changed language, it is unclear to me whether the Union had any
6 objections to the proposal or if the parties simply needed more time to iron out acceptable
7 language. Therefore, I recommend that the parties work together to agree upon language that
reflects the current practice of investigations, with the understanding that any newly agreed upon
language should clarify current rights and should not curtail any existing rights.
Article 1: Sections 1-4: (Purging/Inactive Reference)
12 As I understand the proposal, the City wants to replace text with a graph that shows when
13 various documents can be removed from certain files and made inactive from other files. Xavier
Frost, Deputy Human Resources Director—Labor Relations, testified that the City is simply
trying to have whatever process is agreed upon be reflected in the chart. I am sure that the point
of confusion for the Union is that the proposed chart incorporates the proposed changes to the
18 five-year old discipline discussed above. My recommendation is that the parties adopt a chart
19 that reflects whatever the parties ultimately agree upon in the other sections of the MOU.
However and to be clear, the move from text to a chart by itself is not meant to change anything
substantively.
Article 2: Section 2-1: (Grievance Definition)
24 The City proposes changing the definition of a grievance so that a grievance cannot be
25 filed whenever there is an alternate specific method of review. The current language precludes
grievances when there is no Civil Service or other specific method of review provided by State
or City law. The City claims it is attempting to prevent multiple matters being filed regarding
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1 the same fact pattern. However, the City provided no specific examples of when this was done.
Moreover, the City’s proposal does not specify which types of methods of review would
preclude grievances. Under the City’s language, any non-binding, informal method of review
could preclude a grievance. For these reasons, I recommend the status quo language.
6 Article 5: Section 5-2: (Benefits—Dental)
7 The City wants to update language regarding dental benefits. Debra Novak-Scott, Vice
President, AFSCME Local 2960, testified that her concern with the proposal as drafted is that it
could be read to exclude the availability of an enhanced PPO that exists. I recommend that the
parties work on language that makes clear the clarifying amendments do not impact the enhanced
12 dental PPO plan.
13 Article 5: Section 5-3: (Benefits—Life Insurance)
The City wants to update language to reflect that it no longer uses a life insurance plan
from 1997. Ms. Novak-Scott testified that the Union would like to see the current life insurance
policy before agreeing to the clean-up language. I recommend that the City share the current life
18 insurance plan with the Union, and that the parties then agree on the revised language.
Article 5: Section 5-9(B): (Benefits—BO/BN)
The City proposes eliminating language for use of sick leave in certain situations. The
City stated in its proposal that it wanted to eliminate the language because it was “no longer
24 applicable with Earned Paid Sick Time State Law.” However, it became clear at the hearing that
25 the current language covers situations not covered by the new state law and that the contractual
language provides other additional rights. Xavier Frost testified that the different types of sick
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1 leave usages could lead to confusion and abuse; however, there were no concrete examples
presented of abuse. I, therefore, recommend maintaining the status quo language.
Article 1: Section 1.3 (Janus Related Litigation)
The parties are discussing the inclusion of new language to account for a possible court
6 order related to litigation involving release time. From the presentations at the hearing, the
7 outstanding issue seems to be whether the Union will have a chance to meet with the City to
discuss implementing any court order that might require a change in how release time is given.
The Union acknowledges that any process for giving input would have to be expedited given the
need to be in compliance with an enforceable court order, if one exists. My recommendation is
12 that the parties agree to meet and discuss ways of implementing an enforceable court order if one
13 is issued. While the Union’s written proposal called for any dispute going to arbitration, it is
unclear that the arbitration process could move fast enough to ensure the parties are in
compliance with a court order in a timely manner. The parties should discuss alternative
methods by which they might meet and come to a speedy resolution. This might include agreeing
18 to factfinding.
19 Union Proposal #39: Fairness Agreement
AFSCME Local 2960 is asking for a “Most Favored Nations” clause that will ensure it is
treated equitably to other units. I see no reason why AFSCME Local 2960 should not receive the
same protection that other units received. I certainly see no reason why such a clause should be
24 conditioned on a unit not exercising its right to go to factfinding. For this reason, I recommend
25 inclusion of a “Most Favored Nations” clause.
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Article 1: Section 1-6(E) (Erosion of Bargaining Unit)
Frank Piccioli, President of AFSCME Local 2960, testified that the Union is seeking
language requiring the City to give written notice to the Union thirty days in advance of a
position being reallocated or reclassified out of the unit and requiring the City to discuss the
6 reallocation or reclassification of such positions. Piccioli made clear that the Union is not asking
7 for a meet and confer or any veto power.
Good labor relations should always involve an exchange of information and ideas. For
this reason, I recommend that the City give 30 days ' notice ofreallocations or reclassifications
which will take positions out of the unit and meet with the Union within that 30-day time period
12 to discuss the reallocations or reclassifications. Any such meeting shall not prevent the
13 reallocation or reclassification.
CONCLUSION
I discussed the issues that the parties focused on at the hearing. I recommend that the
status quo remain ifthere any issues on which the parties did not orally present and on which I
18 did not comment. I sincerely hope that these recommendations assist the parties in reaching a
19 negotiated settlement.
Date: April 7, 2021
FACTFINDING REPORT AND ADVISORY RECOMMENDATIONS - 16
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Proposed 2021-22 Budget for the City of Phoenix
Request the City Council call for a special meeting of the City Council, as required by
A.R.S. 42-17105, at 2:30 p.m., Wednesday, June 16, 2021, for the purpose of
considering adoption of the final 2021-22 budget for the City of Phoenix, including
Operating Funds, Capital Funds and Reappropriated Funds.
Request to authorize the City Manager to:
1. Set 2:30 p.m., Wednesday, June 2, 2021, as the time and date of the legally
required public hearing on the adoption of the tentative budget ordinances for the
Funds and Reappropriated Funds.
2. Set 2:30 p.m., Wednesday, June 2, 2021, as the time and date of the public hearing
for purposes of receiving public comments on the proposed 2021-26 Capital
Improvement Program.
3. Set 2:30 p.m., Wednesday, June 16, 2021, 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 the 2021-22 fiscal year, including Operating Funds, Capital Funds, and
Reappropriated Funds.
4. Set 10 a.m., Thursday, July 1, 2021, as the time and date of the legally required
public hearing on the adoption of the Property Tax Levy for the 2021-22 fiscal year.
Summary
In addition to these legally required public hearings, from April 2 through April 20,
2021, 14 community budget hearings were advertised in various city newspapers and
online, and were held citywide in the City Council Chambers through a virtual platform.
These hearings also provided residents with several opportunities to comment on the
proposed 2021-22 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, email or through the City’s online budget tool FundPHX. All comments and
messages were summarized and forwarded in weekly City Council reports.
Page 256
Responsible Department
This item is submitted by City Manager Ed Zuercher and the Budget and Research
Department.
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Channel, along Lower Buckeye Road, 75th to 107th Avenues (Ordinance S-
47507)
Request to authorize the City Manager, or his designee, to accept real property and
related property interests from the Flood Control District of Maricopa County for the
Durango Regional Conveyance Channel Project.
Additionally, request the City Council to grant an exception pursuant 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 would be
prohibited by Phoenix City Code 42-18, as Flood Control District of Maricopa County's
form documents include such provisions.
Summary
The City and Flood Control District of Maricopa County (FCDMC) entered into an
Intergovernmental Agreement (IGA) for the Durango Regional Conveyance Channel,
FCD 2010A029, to mitigate flooding and to remove existing flood hazards. The project
will pump stormwater out from the 107th Avenue basin into the Buckeye Feeder canal.
Under the IGA, FCDMC is required to acquire the real property and property rights
needed for the project, and subsequently convey the real property and property rights
to the City upon completion and acceptance of the project.
The real property and property rights to be accepted are identified in Attachment A.
Concurrence/Previous Council Action
The City Council approved:
· IGA 131924 with FCDMC (Ordinance S-38154) on Aug. 31, 2011; and
· IGA 131924 with FCDMC - Amendment (Ordinance S-43935) on Oct. 4, 2017.
Location
Along Lower Buckeye Road from 75th to 107th avenues.
Council District: 7
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Responsible Department
This item is submitted by Deputy City Manager Karen Peters and the Public Works
and Finance departments.
Page 259
Attachment A
Property Identification
Durango Regional Conveyance Channel
The following real property and real property interests included in this request
are identified by the Maricopa County Assessor’s parcel number (APN) and the
address or location.
Vesting Document / APN Address / Location
Recording #
Warranty Deed 101-25-003A 3201 S. 107th Ave.
2009-0419870
Drainage Easement 101-25-851 10631 W. Albeniz Place
2011-0746363
Final Order of 101-30-714K Southeast Corner 91st Avenue &
Condemnation W. Elwood Street alignment
2014-0680745
Drainage Easement 101-30-876 3555 S. 91st. Ave.
2011-0617376
Right of Way License 101-30-882E Southwest corner 87th Avenue
2013-0145263 101-30-882G and W. Elwood Street alignment
Final Order of 101-31-003H west of 83rd Avenue & south of W.
Condemnation 101-31-004G Elwood Street alignment
2011-0825386 101-31-004E
Quitclaim Deed
2012-0779836
Drainage Easement 104-53-771 3850 S. 79th Ave.
2011-0725399
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Owned Property Located at 31750 N. Cave Creek Road (Ordinance S-47510)
Request to authorize the City Manager, or his designee, to enter into a revocable
license with TB North, LLC for approximately 2.414 acres of undeveloped City-owned
land located at 31750 N. Cave Creek Road for construction staging and storage.
Further request to authorize the City Treasurer to accept all funds related to this item.
The license fee for the year will be $27,515.20.
Summary
TB North, LLC will use approximately 2.414 acres of City-owned land during the
construction of a garage condo complex on an adjacent property to the south. The
license will allow temporary construction access, large construction equipment,
materials staging and storage, parking, a construction trailer and administration offices.
Use of this site will also reduce the need for construction traffic to directly access Cave
Creek Road. The City owns this property for future water facility expansion to meet an
increase in demand in northeast Phoenix. The license will not conflict with the City's
future intended use.
The license will be for one year. The license fee will be $27,515.20, plus applicable
taxes, which is within range of market rents as determined by the Real Estate Division.
TB North, LLC shall provide insurance and indemnification acceptable to the City of
Phoenix Finance Department's Risk Management Division and Law Department. The
license may be canceled pursuant to A.R.S. section 38-511, or upon 60-days' prior
written notice. The license may contain other terms and conditions deemed necessary
by the City.
Contract Term
The license will be for one year.
Financial Impact
The license fee will be $27,515.20, plus applicable taxes.
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Location
31750 N. Cave Creek Road, identified by Maricopa Assessor's Parcel number 211-35-
003.
Council District: 2
Responsible Department
This item is submitted by Deputy City Manager Karen Peters and the Water Services
and Finance departments.
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Request for the City Council to accept easements for drainage and water purposes;
further ordering the ordinance recorded.
Summary
Accepting the property interests below will meet the Planning and Development
Department's Single Instrument Dedication Process requirement prior to releasing any
permits to applicants.
Easement (a)
Applicant: Kierland SDL, LP, its successor and assigns
Purpose: Drainage
Location: 15826 N. Scottsdale Road
File: FN 210014
Council District: 2
Easement (b)
Applicant: Kierland SDL, LP, its successor and assigns
Purpose: Water
Location: 15826 N. Scottsdale Road
File: FN 210014
Council District: 2
Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua, and the Planning and
Development and Finance departments.
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and Roadway Purposes (Ordinance S-47519)
Request for the City Council to accept and dedicate a deed and easements for
sidewalk, public utility and roadway purposes; further ordering the ordinance recorded.
Summary
Accepting the property interests below will meet the Planning and Development
Department's Single Instrument Dedication Process requirement prior to releasing any
permits to applicants.
Easement (a)
Applicant: Estate of John J. Sorci, deceased Probate Case number PB2020-
050124, its successor and assigns
Purpose: Sidewalk
Location: 4803 E. Chandler Blvd.
File: FN 210013
Council District: 6
Easement (b)
Applicant: Exeter 39th Land, LLC, its successor and assigns
Purpose: Public Utility
Location: 3929 W. Lower Buckeye Road
File: FN 190062
Council District: 7
Deed (c)
Applicant: Exeter 39th Land, LLC, its successor and assigns
Purpose: Roadway
Location: 3929 W. Lower Buckeye Road
File: FN 190062
Council District: 7
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Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Planning and
Development and Finance departments.
Page 265
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47524)
Request authorization for the City Manager, or his designee, to authorize one year of
payment authority for citywide products, services, software licensing, support and
maintenance with Oracle America Inc. (Oracle) under the new Master Services
Agreement, in an amount not to exceed $7,004,000 for the Information Technology
Services (ITS) Department, in support of multiple departments' applications,
databases, computing hardware, maintenance agreements and technologies. Further
request authorization for the City Controller to disburse all funds related to this item.
Summary
The City uses Oracle applications and technologies in multiple departments for various
technology systems that are an integral part of the daily operations of the City. Oracle
applications and technologies are used in several citywide critical systems, such as
Police Department's Records Management System, the Water Services Customer
Care and Billing system used for water and solid waste billing, the Human Capital
Management system used for human resources and payroll functions, and the citywide
Business Intelligence infrastructure.
ITS has consolidated the management of agreements under the Master Services
Agreement and works closely with departments on payments and to evaluate
licensing, support, and maintenance for Oracle software in use by the City. ITS
requests funding for continued support and maintenance on behalf of all City
departments.
Contract Term
The Master Services Agreement is valid for a five-year term, which will end on or about
April 21, 2026. This funding is for multiple license and support agreements under the
Master Services Agreement is projected to cover one year of various renewals. Due to
various end dates of agreements, and potential savings from license consolidations,
this funding would be valid through the term of the Master Services Agreement.
Financial Impact
The aggregate amount projected for the first year of the agreement will not exceed
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$7,004,000 in support of continued utilization of Oracle products, services, software
licensing, support and maintenance citywide. Funds are available in the various
departments' budgets.
Responsible Department
This item is submitted by Deputy City Manager Toni Maccarone and the Information
Technology Services Department.
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Office for Use of Maricopa County Phone Services (Ordinance S-47529)
Request to authorize the City Manager, or his designee, to enter into an
Intergovernmental Agreement (IGA) with Maricopa County's Office of Enterprise
Technology Department and the City of Phoenix Law Department, City Prosecutor's
Office for the use of Maricopa County phone services at the new shared Intake,
Transfer and Release facility at 2670 W. 28th Drive, Phoenix, Arizona. The estimated
cost will not exceed $5,000 for the term of this Agreement. Funding is available in the
Law Department Prosecutor's Office Technology Enhancement budget. Authorize the
City Contoller to disburse funds.
Summary
The IGA establishes responsibilities and costs for the parties regarding use of the
County phone services at the new shared County Intake, Transfer and Release facility
at 2670 W. 28th Drive, in Phoenix. Arizona Revised Statute 11-952 authorizes the
County and City, as public agencies, to enter into IGAs for joint cooperative action and
agreement for the operation and use of shared services.
Contract Term
The IGA terminates on June 30, 2022. The Parties may renew this Agreement upon
written agreement with each extension expiring on June 30 of the year of expiration.
Financial Impact
The estimated cost will not exceed $5,000 for the term of this Agreement. Funding is
available in the Law Department Prosecutor's Office Technology Enhancement budget.
Responsible Department
This item is submitted by City Manager Ed Zuercher and the Law Department.
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Defender's Office for Use of Maricopa County Phone Services (Ordinance S-
47534)
Request that the City Council authorize the City Manager, or his designee, to enter into
an Intergovernmental Agreement (IGA) with Maricopa County's Office of Enterprise
Technology Department and the City of Phoenix Public Defender's Office for use of
Maricopa County phone services at the new shared Intake, Transfer and Release
facility at 2670 W. 28th Drive, Phoenix, Ariz. The estimated cost will not exceed $5,000
for the term of this agreement. Funding is available in the Public Defender's
Telephone/Telecommunications budget. And request that the City Controller be
authorized to disburse funds for the purposes of this ordinance.
Summary
The IGA establishes responsibilities and costs for the parties regarding use of the
County phone services at the new shared County Intake, Transfer and Release facility
in Phoenix. Arizona Revised Statute section 11-952 authorizes the County and City, as
public agencies, to enter into IGAs for joint cooperative action and agreement for the
operation and use of shared services.
Contract Term
The IGA terminates on June 30, 2022. The Parties may renew this Agreement upon
written agreement, with each extension expiring on June 30 of the year of expiration.
Financial Impact
The estimated cost will not exceed $5,000 for the term of this agreement. Funding is
available in the Public Defender's Telephone/Telecommunications budget.
Responsible Department
This item is submitted by Deputy City Manager Karen Peters and the Public
Defender's Office.
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Court for Use of Maricopa County Phone Services (Ordinance S-47535)
Request that the City Council authorize the City Manager, or his designee, to enter into
an Intergovernmental Agreement (IGA) with Maricopa County's Office of Enterprise
Technology Department and Phoenix Municipal Court for use of Maricopa County
phone services at the new shared Intake, Transfer and Release facility at 2670 W. 28th
Drive, Phoenix, Ariz. And request that the City Controller be authorized to disburse
funds for the purposes of this ordinance.
Summary
The IGA establishes responsibilities and costs for the parties regarding use of the
County phone services at the new shared County Intake, Transfer and Release facility
in Phoenix. Arizona Revised Statute section 11-952 authorizes the County and City, as
public agencies, to enter into IGAs for joint cooperative action and agreement for the
operation and use of shared services.
Contract Term
The IGA terminates on June 30, 2022. The parties may renew this agreement upon
written agreement with each extension expiring on June 30 of the year of expiration.
Financial Impact
The estimated cost will not exceed $5,000 for the term of this agreement. Funding is
available in the Phoenix Municipal Court’s budget.
Responsible Department
This item is submitted by Chief Presiding Judge B. Don Taylor and Deputy City
Manager Karen Peters.
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Assistance Project (Ordinance S-47528)
Request to authorize the City Manager, or his designee, to amend Contract 154006
with Community Legal Services, Inc. (CLS) to extend the contract term for an
additional three months from July 1, 2021 through Sept. 30, 2021. Further request
authorization for the City Controller to disburse all funds related to this item. Funding is
provided from the Arizona Department of Economic Security, Division of Aging and
Adult Services (DES). There is no impact to the General Fund.
Summary
To address the impact of COVID-19 on housing stability, in June 2020, CLS created
the Tenant Eviction Assistance Project (TEAP) with financial support through the City
of Phoenix Coronavirus Relief Fund allocation. TEAP is staffed with attorneys
providing legal assistance, advocacy and representation to low-income Phoenix
residents experiencing eviction and court action. CLS does not charge a fee for this
service, has an established relationship with the Phoenix-area justice courts, and has
considerable familiarity in working with low income and vulnerable populations. DES
has authorized the City to carryover funding allocated to this contract into the next
fiscal year. The extension will allow the continuation of TEAP and for CLS to expend
the authorized DES carryover funding.
Contract Term
The extended contract term will be July 1, 2021 through Sept. 30, 2021.
Financial Impact
The aggregate value of this contract shall not exceed $465,000. Funding is provided
from the Arizona Department of Economic Security, Division of Aging and Adult
Services. There is no impact to the General Fund.
Concurrence/Previous Council Action
Council approved the initial contract with CLS on Jan. 6, 2021 with Ordinance S-
47231.
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Responsible Department
This item is submitted by Deputy City Manager Inger Erickson and the Human
Services Department.
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This report provides the City Council a summary of the C40 Cities Clean Air Cities
Declaration and requests City Council approval for the City of Phoenix to sign the
declaration.
Summary
Phoenix joined the C40 Network of Cities in 2020. This global network recognizes the
substantial role cities play in addressing climate change and other serious issues like
air quality. Phoenix participates in several C40 working groups, including the C40 Air
Quality Network, which provides a platform for cities to share best practices,
knowledge, and solutions that assist in making air quality better. The City is a leader in
technical expertise as well as collaboration and communication around efforts to
measure, understand and reduce air pollution; as such, Phoenix has been offered the
opportunity to sign on to the C40 Clean Air Cities Declaration (Attachment A).
In April 2016, City Council adopted the 2050 Environmental Sustainability goals for the
City, which included a vision to achieve a level of air quality that is healthy for all
Phoenix residents and the environment. One of the goals is to outperform the federal
air quality standards for regional pollutants.
The Clean Air Cities Declaration aligns with and affirms our commitments to clean air
by focusing on:
· Improving data, analysis and communications in cities and between cities to identify
sources, raise awareness, track progress, evaluate risk and establish policies that
result in improved air quality;
· Identifying and delivering high impact actions that address significant pollution
sources; and
· Improved collaboration between cities and other local and state government
agencies as well as non-government organizations to improve air quality and
communicate effective solutions.
By signing this declaration, Phoenix affirms its intent to continue to work toward the
goal of clean air. The benefits of signing onto the declaration include access to
resources and information, global recognition as an air quality leader, and fostering
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engagement of local stakeholders. The Phoenix area suffers from impaired air quality,
which can lead to premature death and increased disease. It also impacts our
economy and reduces opportunities for our residents to thrive.
Ozone and Particulate Matter (PM) pollution are each serious issues for the Phoenix
metro area. The greater Phoenix area is currently designated as Moderate Non-
attainment for ozone, and likely to be re-designated to Serious Non-attainment in
2024. Despite reduced traffic due to the pandemic in 2020, ozone still exceeded
regulatory levels. The area also is designated as Serious Non-attainment for PM10
(dust) and is experiencing increasing levels for PM2.5 (soot) that could potentially
result in the region's status changed to Non-attainment for PM2.5. As the classification
becomes more severe, Clean Air Act requirements become more stringent and costly.
Failure to meet the standard by established deadlines has economic repercussions.
City staff are working with a variety of organizations to develop solutions for improving
our air quality. The Maricopa Association of Governments, Maricopa County Air Quality
Division, the Arizona Department of Environmental Quality, and others including
coalitions such as Arizona Thrives are all working on air quality solutions. Phoenix's
involvement with C40 Cities has provided us with additional tools and resources for
problem solving. Being a signatory city on the C40 Clean Air Cities Declaration will
reaffirm our commitment to working toward clean air for everyone and will serve as a
mechanism to bring others to the table.
Concurrence/Previous Council Action
The Transportation, Infrastructure and Innovation Subcommittee recommended
approval of this item on April 7, 2021, by a vote of 4-0.
Responsible Department
This item is submitted by Deputy City Manager Karen Peters and the Office of
Environmental Programs.
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Report
Supporting documents
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Item text
Request City Council approval of the Community Development Block Grant Public
Service/Public Facility Request for Proposals process and proposed priorities for the
Public Facility program.
Summary
The Community Development Block Grant (CDBG) Request for Proposals (RFP)
process for the Public Service / Public Facility (PS/PF) program provides an
opportunity for nonprofits to apply for funding to implement facility improvements and
deliver critical programs and services that serve low- and moderate-income
communities in Phoenix. The PS/PF program is an important element of the
Consolidated Plan and Annual Action (AA) Plan required by the U.S. Department of
Housing and Urban Development (HUD). For FY 2021-22, Neighborhood Services
Department (NSD) staff has identified $380,862 in available funds for a Public Service
RFP and $483,273 in available funds for a Public Facility RFP.
NSD reissued the 2020-21 CDBG PS RFP on Feb. 25, 2021, the previous RFP
process was interrupted in the Spring of 2020 when the COVID-19 pandemic
significantly altered the way many nonprofits were able to provide services and
programs to residents. The reissued RFP closed on March 25, 2021 and NSD received
over 40 proposals requesting over $1.2 million in CDBG funding from nonprofit
agencies to address public service needs for low- and moderate-income youth,
support services for persons with disabilities, and support services for seniors. The
Community Development (CD) Review Committee, a Mayor-appointed advisory board
that evaluates and provides City Council with the funding recommendations, will be
convening in late April to score proposals.
The 2020-21 CDBG PS RFP has the ability to award a total of $400,688 in public
service programs. The maximum a nonprofit agency could request was $30,000 per
proposal, therefore NSD estimates that the current RFP can award approximately 14
proposals. Due to the number of submissions seeking CDBG funding, NSD has
identified an option for City Council to allocate the $380,862 2021-22 of CDBG PS
funds to the current PS RFP process, increasing the total PS award amount to
$781,550. This would allow the City to potentially fund an additional 12 proposals for a
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total of 26 public service programs. NSD would still be able to maintain the current
procurement timeline and present the CD Review Committee funding
recommendations to City Council at the May 5, 2021 Formal meeting.
NSD recommends maintaining the traditional Public Facility priority areas for the FY
2021-22 CDBG PF RFP, as described below:
Public Facility Priorities
· Acquisition, construction and rehabilitation of public facilities, such as senior
and youth centers, neighborhood facilities, and childcare buildings.
A total amount of $483,273 is available for the Public Facility RFP.
The tentative dates for the 2021-22 Public Service and Public Facility RFPs are as
follows:
· RFPs Available - May 2021
· Proposals Due - June 2021
summer 2021.
Concurrence/ Previous Council Action
This item was recommended for approval by the Land Use and Livability
Subcommittee meeting on April 21, 2021 by a 3-0 vote.
Responsible Department
This item is submitted by Deputy City Manager Inger Erickson and the Neighborhood
Services Department.
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Report
Supporting documents
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Item text
Request to authorize the City Manager, or his designee, to reprogram $1,300,000 of
available Community Development Block Grant (CDBG) program income to continue
to fund additional targeted code enforcement and the expanded Rental Rehabilitation
Program. Further request to authorize the City Controller to disburse the funds for the
purpose of this ordinance.
Summary
Each fiscal year, the Neighborhood Services Department (NSD) requests that program
income from projects funded by the CDBG allocation are reprogrammed to provide an
additional year of continued funding for two Neighborhood Preservation Inspector 1
positions originally eliminated as part of the February 3, 2009 General Fund budget
reduction. For 2021-22, NSD is requesting $300,000 be reprogrammed for the two
positions. Staff will continue to provide enforcement of the Neighborhood Preservation
Ordinance in eligible, targeted low- and moderate-income census tracts, specifically in
the City's targeted Neighborhood Initiative and Redevelopment areas, including the
West Phoenix Revitalization Area through June 30, 2022.
In addition, NSD is requesting $1,000,000 in CDBG program income be
reprogrammed to the recently expanded Rental Rehabilitation Program. This program
facilitates the preservation of safe and affordable rental housing for low- and moderate
-income tenants by providing financial assistance to rental property owners to
complete rehabilitation projects for deteriorating properties. The goal of the revised
Rental Rehabilitation Program, which includes increasing program access and
information, improved marketing and outreach, and a targeted neighborhood
approach, is to increase the number of rental units preserved within the city of Phoenix
and support the Housing Phoenix Plan goal of creating or preserving 50,000 affordable
homes by 2030.
Concurrence/Previous Council Action
This item was recommended for approval by the Land Use and Livability
Subcommittee on April 21, 2021 by a 3-0 vote.
Page 279
Responsible Department
This item is submitted by Deputy City Manager Inger Erickson and the Neighborhood
Services Department.
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Report
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Item text
-47512)
Request to authorize the City Manager, or his designee, to issue Request for
Proposals, Request for Qualifications or Invitation for Bids and amend existing
contracts, including increasing spending limits, as necessary or appropriate to
implement the Neighborhood Services Department's grant-funded Neighborhood
Economic Development Programs. All existing contract spending limits are included in
the aggregate total of this item. Further request authorization for the City Treasurer to
accept, and the City Controller to disburse, all funds related to this item.
Summary
The Neighborhood Services Department (NSD) administers several economic
development programs that make a significant and positive impact on Phoenix
neighborhoods by expanding economic opportunities for low- and moderate-income
individuals through job creation and training, and providing valuable and timely
resources to the small businesses that serve their community including consultations,
technical assistance, financing opportunities, and forgivable loans for rehabilitation
projects. The U.S. Department of Housing and Urban Development (HUD), through the
Community Development Block Grant (CDBG), funds the Neighborhood Economic
Development (NED) programs listed below.
Entrepreneurship Assistance Program (EAP)
EAP provides admission into Phoenix-based co-working and accelerator spaces and
incubators, and direct access to trainings, technical assistance, and targeted
workshops in English, Spanish or other languages to low- and moderate-income small
business owners.
Management & Technical Assistance (MTA) Program
MTA provides free consulting services and technical assistance to small businesses
through instructional and curriculum-based one-on-one meetings or group workshops
focused on topics including, but not limited to, branding, marketing and other needed
services.
Neighborhood Commercial Revitalization (NCR) Programs
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NCR programs encourage neighborhood revitalization by providing financial and
technical assistance to existing business and commercial property owners along
targeted business corridors in Phoenix. Program support, through capital
improvements, ensure the long-term sustainability of the community and its structures.
Other Small Business Assistance Programs
To respond to the changing needs of the micro-business community, NSD may
propose to develop program resources to promote their sustainability and success.
Program funding could include grants, loans, or other assistance for businesses that
operate in, or predominately serve, low- and moderate-income communities. In
addition, partnerships with non-profit agencies and other organizations could be
established to leverage funding options and other services.
Program Eligibility for NSD's NED Programs
Business owners must meet a CDBG National Objective to participate in NED
Programs. Under Special Economic Development Activities 24-CFR, Part 570.203,
owners must provide a public benefit or deliver neighborhood enhancements, including
job creation for local residents, blight elimination, or the provision of qualified goods
and services to residents of targeted, low- and moderate-income Phoenix
neighborhoods, to be eligible to participate in economic development programs.
NSD plans to utilize up to $1.8 million in CDBG funds from current and prior HUD
allocations to implement NED programs. NSD projects approximately $200,000 for
EAP, $200,000 for MTA, $600,000 for Small Business Assistance and $800,000 for
NCR in 2021-22 to administer its NED Programs.
· Issue Requests for Proposals, Requests for Qualifications, Calls for Interest,
Requests for Bids, and other procurements in accordance with A.R. 3.10.
· Deliver economic development services with various business and/or property
owners through the utilization of financial tools such as grants and loans.
· Amend existing contracts with various business or property owners, or agencies
such as non- and for-profit organizations and other agencies to provide economic
development services and implement and administer the Neighborhood Economic
Development Program activities.
· Take all other action necessary or appropriate to carry out the purposes of this item
and implement and administer the Neighborhood Economic Development Program
grants according to their terms.
Application and Review Process
NED Program applications may be submitted at any time and are reviewed by City of
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Phoenix staff as they are received to determine the eligibility and feasibility of the
proposed project. Successful applications must meet a CDBG National Objective in
accordance with HUD program regulations.
Procurement Information
Services may be procured, as needed, by utilizing procurement procedures in
accordance with Administrative Regulation 3.10 to implement and administer NSD's
NED Programs.
Financial Impact
NED Programs are funded by the U.S. Department of Housing and Urban
Development through the Community Development Block Grant and Choice
Neighborhood Grant; there is no impact to the General Fund.
Concurrence/Previous Council Action
This item was recommended for approval by the Land Use and Livability
Subcommittee on April 21, 2020 by a 3-0 vote.
Responsible Department
This item is submitted by Deputy City Manager Inger Erickson and the Neighborhood
Services Department.
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Report
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Item text
(Ordinance S-47527)
Request to authorize the City Manager, or his designee, to procure services and
amend existing contracts, including increasing spending limits, as necessary or
appropriate to implement the Neighborhood Services Department's grant-funded
Infrastructure and Enhancement Program in an aggregate amount not to exceed
$10,000,000. All existing contract spending limits are included in the aggregate total for
this item. Further request authorization for the City Treasurer to accept, and the City
Controller to disburse, all funds related to this item.
Summary
The Neighborhood Services Department (NSD) administers infrastructure and
enhancement projects that benefit low- and moderate-income residents of Phoenix,
and prevent or eliminate blight by improving the physical infrastructure of
neighborhoods. The Neighborhood Infrastructure and Enhancement Program is
designed and implemented in partnership with active neighborhood organizations and
Street Transportation, to provide additional resources and support to execute
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 Neighborhood Infrastructure and
Enhancement Program:
· The Neighborhood Infrastructure Program sponsors activities that improve streets,
sewers, drainage, and other infrastructure projects in low- and moderate-income
areas including Neighborhood Initiative Areas (NIAs), Redevelopment Areas
(RDAs), and the Enterprise Community. All projects are subject to federal
regulations and requirements.
· The Neighborhood Enhancement Program sponsors activities that address
neighborhood needs with projects that include, but are not limited to, improving
playgrounds and parks, street and landscaping, security, and traffic mitigation. All
projects are subject to federal regulations and requirements.
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· Additional activities include the acquisition 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 or appropriate to
implement and administer grant-funded Neighborhood Infrastructure and
Enhancement Program in the 2021-22 fiscal year.
· If approved, procure and/or amend any necessary contracts or agreements with the
grantor(s) to fund existing and future contracts in accordance with the grant terms.
· Acquire real property meeting the applicable federal rules and regulations and take
all actions necessary to carry out acquisition and rehabilitation activities in
accordance with grant terms.
· Take all other action necessary or appropriate to carry out the purposes of this item
and implement and administer the Neighborhood Infrastructure and Enhancement
Program in accordance with federal regulations and requirements.
Applicant and Review Process
Neighborhood Infrastructure and Enhancement Program applications may be
submitted any time and are reviewed by City of Phoenix staff as they are received to
determine the eligibility and feasibility of 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 to implement and administer NSD's Neighborhood
Infrastructure and Enhancement Program.
Financial Impact
These programs are funded by the U.S. Department of Housing and Urban
Development through the Community Development Block Grant. There is no impact to
the General Fund.
Concurrence/Previous Council Action
This item was recommended for approval by the Land Use and Livability
Subcommittee on April 21, 2021 by a 3-0 vote.
Page 285
Responsible Department
This item is submitted by Deputy City Manager Inger Erickson and the Neighborhood
Services Department.
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Report
Supporting documents
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Item text
Rehabilitation Programs (Ordinance S-47511)
Request to authorize the City Manager, or his designee, to apply for, accept, and if
awarded, enter into any necessary agreements to implement the Neighborhood
Services Department's (NSD) grant-funded 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
NSD manages housing rehabilitation projects that enhance the quality of life for low-
and moderate-income property owners by rehabilitating single- and multi-family owner-
and tenant-occupied properties, addressing health and safety hazards, and promoting
conservation, sustainability, and energy efficiency to support and revitalize
communities. Housing rehabilitation projects are funded through a variety of federal,
state, and local grant funds, including:
· U.S. Department of Housing and Urban Development (HUD) Community
Development Block Grant (CDBG) and HOME Investment Partnership (HOME)
funds are used to fund housing rehabilitation 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.
· HUD Lead Hazard Control and Healthy Homes Program (LHCP) funding supports
NSD's ongoing efforts for providing lead testing and lead hazard control services in
single-family and multi-family housing units occupied by low-income families with
children under six years of age. LHCP is a competitive grant application in
partnership with the Maricopa County Department of Public Health and funds direct
contracts with environmental consulting firms.
· 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 (ADOH), Arizona Public Service, Salt River Project,
Southwest Gas, the Utility Repair Replacement Deposit Program, the Low-Income
Home Energy Assistance Program and Wildfire support NSD's continuous
commitment of providing weatherization services. These services include
installation of attic insulation, sun screens, duct sealing, room pressure relief/air
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balancing, and the repair or replacement of heating and cooling systems in housing
and rental households that meet federal poverty guidelines.
NSD will maintain an ACL to enhance the number of eligible small businesses, which
will be an internal process. To be added to the ACL and be eligible to participate as a
housing rehabilitation contractor, receive bid opportunities and perform construction
services on housing rehabilitation projects, contractors will be screened and qualified
on an individual basis and must meet and maintain all eligibility requirements set forth
within the NSD Housing Rehab Contractor Application Packet. The ACL will be
continuously open to local contractors that meet the applicable criteria in the
Contractor Application Packet to promote small business participation. Contractors on
the ACL will be selected to submit bids on a rotating basis.
NSD seeks authorization to proceed with all actions necessary or appropriate to
implement and administer grant-funded Housing Rehabilitation Programs, including
applying for and accepting up to $16,580,000 in funding to implement housing
rehabilitation programs. NSD expects to be awarded approximately $4.9 million in
CDBG funds, $7 million in LHCP funds, $4 million in WAP funds, and $680,000 in
HOME funds in 2021-22.
· 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
rehabilitation services; enter into contracts with private contractors; issue Request
for Proposals, Request for Qualifications, Calls for Interest, and Requests for Bids
for Housing Rehabilitation 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 rehabilitation projects.
· Maintain an ACL of qualified contractors to enter into agreements with low- and
moderate-income property owners that will be 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 Rehabilitation Program grants according
to their terms.
Procurement Information
As needed to implement and administer NSD's Housing Rehabilitation Programs,
services may be procured using procurement procedures in accordance with
Administrative Regulation 3.10.
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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 recommended for approval by the Land Use and Livability
Subcommittee on April 21, 2020 by a 3-0 vote.
Public Outreach
The ACL and/or other procurement opportunities will be advertised in local print media
and will also be posted on NSD’s website.
Responsible Department
This item is submitted by Deputy City Manager Inger Erickson and the Neighborhood
Services Department.
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Report
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Item text
Plan (Ordinance S-47526)
Request City Council approval of the 2021-2022 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 2021-2022 Annual Action Plan defines strategies to address housing and
community development needs in the City of Phoenix for the coming year. The plan
contains the application requirements of four federal formula grants HUD utilizes to
provide critical funds to entitlement cities like Phoenix. The four programs are:
Community Development Block Grant (CDBG), HOME Investment Partnerships
(HOME), Emergency Solutions Grants (ESG), and Housing Opportunities for Persons
with AIDS (HOPWA). Funds for these four programs are allocated annually by HUD to
the City based on population and other socio-economic indicators.
The 2021-2022 allocations are:
CDBG
· Critical Core Department Programs: $10,765,568
· CDBG Program Management, Coordination, and Support: $3,312,483
· Public Services: $2,484,362
TOTAL CDBG FUNDING: $16,562,413
HOME
· Multi-Family Rental Housing, Down Payment Assistance, Special Projects and
Reconstruction/Rehabilitation of Owner-Occupied Homes: $5,302,885
· Program Management, Coordination, and Support: $589,209
TOTAL HOME FUNDING: $5,892,094
HOPWA
· Client and Housing Services: $3,296,765
· Program Management and Coordination: $101,962
TOTAL HOPWA FUNDING: $3,398,727
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ESG
· Emergency Shelter: $846,049
· Rapid Re-Housing: $544,985
· Homeless Management Information System (HMIS): $10,000
· Administration: $22,727
TOTAL ESG FUNDING: $1,423,761
CDBG: $16,562,413
HOME: $5,892,094
HOPWA: $3,398,727
ESG: $1,423,761
TOTAL: $27,276,995
Public Outreach
The Annual Action Plan Process was approved by City Council on Nov. 18, 2020. A
survey was distributed by multiple City departments and posted on the Neighborhood
Services Department's webpage on Feb. 18, 2021 to obtain community and
stakeholder input relative to the priorities identified through the 2020-2024
Consolidated Plan process. The survey was offered in English and Spanish and over
200 responses were received. On March 4, 2021 a HUD required, virtual, public
hearing was held to share the survey results and obtain additional public input to
assess community needs throughout Phoenix. Residents and neighborhood leaders
provided input regarding housing, social services, neighborhood revitalization, and
community development. Additionally, residents who were unable to attend the public
hearing had the opportunity to submit comments via e-mail or voice mail. This
information, along with a needs assessment, formed the basis for the 2021-2022
Annual Action Plan.
A draft of the 2021-2022 Annual Action Plan was made available on April 5, 2021 for
an advertised 30-day public comment period and a second HUD required, virtual,
public hearing was conducted on April 22, 2021, to obtain community 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.
Concurrence/Previous Council Action
This item was recommended for approval by the Land Use and Livability
Subcommittee on April 21, 2021 by a 3-0 vote.
Page 291
Responsible Department
This item is submitted by Deputy City Manager Inger Erickson and the Neighborhood
Services, Human Services, and Housing departments.
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Report
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Item text
Request authorization for the City Manager, or his designee, to enter into a five-year
contract with Spitfire Fire Training and Testing, LLC for the provision of Recruit and
Promotional Test Writer Services for the Fire Department’s Human Resources Section.
The aggregate contract value will not exceed $70,050. Further request authorization
for the City Controller to disburse all funds related to this item.
Summary
The Fire Department's Human Resources Section administers Fire Fighter Recruit
exams annually and promotional exams for Engineers and Fire Captains bi-annually
and requires study packets and refined exams comprised of fair, consistent, and
relevant questions that address appropriate local community characteristics, and City
of Phoenix and fire industry standards which reduces and eliminates grievances.
Procurement Information
In accordance with Administrative Regulation 3.10, normal competition was waived,
citing a determination memo - without competition.
Contract Term
The five-year contract term will begin on or about May 5, 2021.
Financial Impact
The aggregate contract value will not exceed $70,050; funds are available in the Fire
Department's budget.
Responsible Department
This item is submitted by Assistant City Manager Jeff Barton and the Fire Department.
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Item text
Program (Ordinance S-47530)
Request authorization for the City Manager, or his designee, to enter into a five-year
contract with Regina Munro for the provision of Biology (BIO160) Instructor services for
the Fire Department’s Emergency Medical Services (EMS) Program. The aggregate
contract value will not exceed $55,500. Further request authorization for the City
Controller to disburse all funds related to this item.
Summary
The Phoenix Fire Department, EMS Paramedic Training Program, requires a BIO160
Instructor to teach anatomy and physiology to paramedic students. The students are
tested on this information on their National Registered Emergency Medical Technician
(NREMT-P) test, which must be passed in order to obtain paramedic certification. This
information is also critical in the paramedic student's day-to-day duties working in the
field and serving the members of the City of Phoenix who call 9-1-1 for health care
emergencies. To better serve emergency paramedic students, the BIO160 Instructor
must have completed a full paramedic training program and be State and Nationally
certified as an NREMT-P.
Procurement Information
RFQ 21-F01 was conducted in accordance with Administrative Regulation 3.10. There
was one offer received by the Fire Department on April 2, 2021. The bid was evaluated
based on price, responsiveness to all specifications, terms and conditions, and
responsibility to provide the required services. The offer received by Regina Munro is
deemed to be fair and reasonable based on current market rates.
Contract Term
The term of this agreement is June 1, 2021 through May 31, 2026.
Financial Impact
The aggregate five-year contract value shall not exceed $55,500. Funds are available
in the Fire Department’s operating budget.
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Responsible Department
This item is submitted by Assistant City Manager Jeff Barton and the Fire Department.
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Report
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Item text
Request to authorize the City Manager, or his designee, to enter into an agreement
with Perlman Architects of Arizona, Inc., to provide Architectural Services that include
design and possible construction administration and observation services for the new
Fire Station 62 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 $700,000.
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 relating to the
development, design, and construction of the project. Such utility services include, but
are not limited to: electrical, water, sewer, natural gas, telecommunications, cable
television, railroads and other modes of transportation. Further request the City
Council to grant an exception pursuant 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 build a new one-story fire station with four apparatus
bays and 16 dorms to enable Phoenix Fire Department staff to support the surrounding
community and create a quicker response time to calls.
Perlman Architects of Arizona, Inc.’s services include, but are not limited to: general
project administration, complete design drawings and specifications, commissioning,
cost analysis, possible construction administration and observation services, materials
testing coordination, and other work as required for a complete project.
This Agreement is essential to the health, safety, and welfare of the public and critical
operations for the City.
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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
or the scoring results until an agreement is awarded. Six firms submitted proposals
and are listed below:
Selected Firm
Rank 1: Perlman Architects of Arizona, Inc.
Additional Proposers
Rank 2: LEA Architects, LLC
Rank 3: HDA Architects, LLC
Rank 4: Arrington Watkins Architects, LLC
Rank 5: Breckenridge Group Architects Planners
Rank 6: Marlene Imirzian & Associates, LLC
Contract Term
The term of the agreement is three 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 Perlman Architects of Arizona, Inc. will not exceed $700,000,
including all subconsultant and reimbursable costs.
Funding is available in the Fire 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.
Public Outreach
Planned activities during design include: provide presentation boards and renderings
to support community meetings or outreach materials as needed during design.
Location
Approximately 93rd Lane and north side of Lower Buckeye Road within City-owned
property
Council District: 7
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Responsible Department
This item is submitted by Assistant City Manager Jeff Barton, Deputy City Manager
Mario Paniagua, the Fire Department, and the City Engineer.
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Report
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Item text
(Ordinance S-47538)
Request authorization for the City Manager, or his designee, to authorize the Phoenix
Fire Department to apply for, accept, and enter into an agreement with the State of
Arizona Department of Administration Office of Grants and Federal Resources to
receive a 9-1-1 grant not to exceed $10,835,558.32. Further request authorization for
the City Treasurer to accept, and for the City Controller to disburse, all funds related to
this item.
Summary
The Arizona Department of Administration requires 9-1-1 planning be done at a local
level as referenced in the State of Arizona Administrative Code, Title 2, Chapter 1,
Article 4 Emergency Telecommunications Services Revolving Fund
(https://aset.az.gov/administrative-code). The State of Arizona Office of Grants and
Federal Resources, Arizona 9-1-1 Program Office, has announced the availability of
funds for the Arizona 9-1-1 Program to be distributed during FY 2021. Funding will be
available for multiple grants and allocated to each System Administrator Agency to
pay, on behalf of the Public Safety Answering Points (PSAP), 9-1-1 system costs and
approved projects that support the goals of the Arizona 9-1-1 Program.
The System Administrator Agency for the Maricopa Region is the City of Phoenix (Fire
Department). The City of Phoenix is the contracting agent of ongoing operations of the
9-1-1 system. This authority is given through signed resolutions by Maricopa
Association of Governments (MAG) member agencies. These agreements act as the
governing documents for the oversight of the 9-1-1 system design, implementation,
and management in the MAG Region.
The 9-1-1 Grant funding would be used to support:
- 9-1-1 networking, telecom, and IP infrastructure.
- 9-1-1 related hardware, software, and maintenance equipment.
- 9-1-1 related services and support including two additional new vehicles.
- Continue to fund current staff of the Regional 9-1-1 Services section along with two
additional new positions.
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Procurement Information
The Fire Department will administer the grant in accordance with Administrative
Regulation 3.10.
Contract Term
The grant Period of Performance is projected to begin on or around July 1, 2021 and
end one year later.
Financial Impact
There is no cost to the City of Phoenix. All equipment, services, and personnel-related
costs are reimbursed by the State of Arizona.
Location
The Phoenix Fire Department Regional 9-1-1 Services section provides 9-1-1 service,
and related technical support, across the Valley.
Responsible Department
This item is submitted by Assistant City Manager Jeff Barton and the Fire Department.
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Item text
Request authorization for the City Manager, or his designee, to accept a donation of
canine ballistic vests from K9s of Valor and Blue Line K9 Project, for the Police
Department's Canine Unit. The estimated value of the canine ballistic vests is $63,000.
Summary
In December 2020, Phoenix Police canine Dennis was injured by gunfire in the line of
duty. Subsequent to this incident, two nonprofit organizations contacted the Police
Department requesting to donate canine ballistic vests. The organization K9s of Valor
has offered to donate 16 ballistic vests and Blue Line K9 Project has offered to donate
one ballistic vest. The 17 vests are the same brand and meet Level II body armor
performance standards established by the National Institute of Justice.
The Phoenix Police Department canines do not currently have ballistic vests, which
poses obvious safety concerns. If approved, the donated ballistic vests would provide
the department's canines with a layer of protection they currently do not have. Injuries
from bullets or bullet fragments would be reduced and veterinary costs borne by the
City for injuries caused by gunfire would be minimized.
Both K9s of Valor and Blue Line K9 Project are nonprofit organizations based in the
state of Ohio that support police canines by providing protective gear and other
essential equipment intended to keep them safe.
Financial Impact
There is no cost to the City to accept this donation. Each ballistic vest is valued at
approximately $3,699.
Responsible Department
This item is submitted by Assistant City Manager Jeff Barton and the Police
Department.
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Item text
Recommendations for 2021 Grant Program Awards (Ordinance S-47531)
Request authorization for the City Manager, or his designee, to approve the
recommendations of the Neighborhood Block Watch Grant Program (NBWGP)
Oversight Committee to execute contracts between the City of Phoenix and 131
NBWGP applicants for the 2021 grant cycle. Further request authorization for the City
Controller to disburse funds related to this item in the amount of $1,299,078.
Summary
The Neighborhood Block Watch (NBW) Oversight Committee was established to
solicit, evaluate and recommend, to the Mayor and City Council, appropriate proposals
to expend funds for the expansion of the Block Watch programs within the limits of the
Neighborhood Protection Ordinance. This ordinance, known as Proposition 301, was
adopted at a special election held on Oct. 5, 1993. The City Council adopted the
format and guidelines for this process on April 26, 1994. The NBW program is
administered by the Police Department.
The 2021 grant application process opened on Nov. 2, 2020 and closed on Dec. 3,
2020. The NBW Oversight Committee scored the grant applications based on the
following criteria: crime prevention - 50 percent, budget evaluation - 20 percent,
community involvement - 20 percent, and project viability/ability to complete - 10
percent.
A total of 160 grant applications were received. Of that total,131 are being
recommended for funding by the NBW Oversight Committee for a total of $1,299,078.
Twenty-nine grant applications were not recommended for funding. Twenty-six grants
scored below the program minimum requirement of 5.25 or higher out of 10 possible
points and three grants were disqualified for not following the grant application
guidelines. The NBW Oversight Committee vote was 9 ayes, 0 nays, 1 conflict and 1
abstained on the recommended funding list. See Attachment A for a list of all 160
grant applications.
In one case, an applicant was denied partial funding as a result of requesting capped
and/or prohibited items. A list of the prohibited/restricted items was included in the
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2021 grant application guide.
Contract Term
The funding period is July 1, 2021 through June 30, 2022.
Financial Impact
No matching funds are required.
Responsible Department
This item is submitted by Assistant City Manager Jeff Barton and the Police
Department on behalf of the Neighborhood Block Watch Oversight Committee.
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Item text
Request authorization for the City Manager, or his designee, to allow the Police
Department to apply for, accept, and enter into an agreement for state grant funds
through the Arizona Criminal Justice Commission's FY 2022 Full Service Forensic
Crime Laboratory grant program. Funding provided under this grant will not exceed
$500,000. Further request authorization for the City Treasurer to accept, and the City
Controller to disburse, all funds related to this item.
Summary
The Police Department's Laboratory Services Bureau has applied for and been
awarded funds through this grant program for several years. The purpose of this grant
is to improve the efficiency and effectiveness of the state's various full-service crime
laboratories. If awarded, grant funding will be used to pay for overtime, related fringe
benefits, travel/training, and equipment.
Contract Term
One-year beginning July 1, 2021 through June 30, 2022.
Financial Impact
The eligible funding amount is $500,000. No matching funds are required.
Responsible Department
This item is submitted by Assistant City Manager Jeff Barton and the Police
Department.
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Item text
Resource Officers (Ordinance S-47537)
Request authorization for the City Manager, or his designee, to allow the Police
Department to enter into Intergovernmental Agreements with various school districts at
the school districts' request, for the placement of School Resource Officers (SROs).
These agreements are for the 2021-22 school year. Further request authorization for
the City Treasurer to accept and for the City Controller to disburse all funds related to
this item.
Summary
The Police Department enters into Intergovernmental Agreements with various school
districts (at the school districts request) to assist with the cost of SROs deployed in
schools. Funding for these 58 SROs is provided through partnerships with the Arizona
Department of Education and individual school districts. Through this partnership,
school district funds reimburse the City for 75 percent of the SRO's salary, while the
remaining 25 percent is paid by the City.
The 2020-21 school year included agreements with 20 school districts, at 86 schools,
for a total deployment of 76 SROs. The 2021-22 school year will include agreements
with 17 school districts, at 65 schools, for a total deployment of 58 SROs.
2021-22 SRO School Districts:
American Charter Schools Laveen Elementary
Cartwright Elementary Murphy Elementary
Cave Creek Unified Paradise Valley Unified
Deer Valley Unified Premier Charter
Empower College Prep Scottsdale Unified
Glendale Union Tolleson Union
Horizon Community Learning Center Washington Elementary
Kaizen Education Foundation Wilson School District
Kyrene School District
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Contract Term
The terms of these agreements are one year, with varying start and end dates to
coincide with each school's 2021-22 school year.
Financial Impact
Cost to the City is the 25 percent match for the SRO salary and fringe benefits.
Responsible Department
This item is submitted by Assistant City Manager Jeff Barton and the Police
Department.
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Item text
Travel Content, LLC dba ReachTV (Ordinance S-47521)
Request to authorize the City Manager, or his designee, to consent to the assignment
and assumption of Network Entertainment Broadcast System Concession Lease
Agreement 152675 from AC Holdings, Inc. to Travel Content LLC dba ReachTV. All
terms and conditions of the Lease Agreement and amendments will remain the same.
Summary
The Lease Agreement with AC Holdings, Inc. (ACH) was executed on July 17, 2020 for
the installation, management, operation and maintenance of a Network Entertainment
Broadcast System (NEBS) services. On Feb. 9, 2021, ACH notified the City that ACH
would discontinue the NEBS services on March 31, 2021. On March 1, 2021, Travel
Content LLC dba ReachTV (ReachTV) notified the Aviation Department that it would
step in to fulfill ACH’s obligations under the Lease Agreement.
The Aviation Department desires to continue the NEBS services and therefore
requests authorization to consent to the assignment and assumption of the Lease
Agreement for ReachTV to continue to provide the NEBS services effective March 31,
2021.
Contract Term
There will be no change to the term of the agreement. The term of the initial Lease
Agreement was five years with one, two-year renewal option to be exercised at the
sole discretion of the Aviation Director.
Financial Impact
There is no change in the financial terms. The Lease Agreement is set at the greater of
the minimum annual guarantee of $150,000 or Revenue Share Rent.
Concurrence/Previous Council Action
The City Council approved NEBS Services Concession Lease Agreement 152675
(Ordinance S-46381) on Feb. 19, 2020.
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Location
Phoenix Sky Harbor International Airport - 3400 E. Sky Harbor Blvd.
Council District: 8
Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Aviation
Department.
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Item text
-47522)
Request to authorize the City Manager, or his designee, to enter into an agreement
with GBA Components, LLC to supply the Original Equipment Manufacturer airfield
lighting hardware. Further request to authorize the City Controller to disburse all funds
related to this item. The agreement value will not exceed $125,000.
Summary
The contractor will supply low-corrosion steel bolts that will be used to secure lighting
fixtures across the taxiways and runways at Phoenix Sky Harbor International Airport,
Phoenix Deer Valley Airport, and Phoenix Goodyear Airport (Airports). These
specialized bolts are resistant to corrosion and seizing which meets or exceeds the
recommendations in Federal Aviation Administration (FAA) Brief No. 83A and the
requirement listed in FAA Advisory Circulars.
Procurement Information
The Invitation for Bid 21-019 was conducted in accordance with Administrative
Regulation 3.10. Bids were requested for two manufacturing groups. No vendors
submitted bids for Group 1, so staff will further evaluate next steps for procurement of
Group 1 components. One vendor submitted a bid for Group 2, and the bid was found
to be responsive and responsible.
Selected Bidder - Group 1
None
Additional Bidders - Group 1
None
Selected Bidder - Group 2
GBA Components
Additional Bidders - Group 2
None
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Contract Term
The agreement will begin on or about June 1, 2021 for a five-year aggregate term with
no options to extend.
Financial Impact
The agreement value will not exceed $125,000 for the five-year aggregate agreement
term. Funding is available in the Aviation Department’s budget.
Location
Phoenix Sky Harbor International Airport - 3400 E. Sky Harbor Blvd.
Deer Valley Airport - 702 W. Deer Valley Road
Phoenix Goodyear Airport - 1658 S. Litchfield Road, Goodyear, Ariz.
Council Districts: 1, 8 and Out of City
Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Aviation
Department.
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Item text
2021-25 (Ordinance S-47515)
Request to authorize the City Manager, or his designee, to enter into separate
agreements with the 10 consultants listed in Attachment A to provide environmental
on-call services for the Aviation Department from July 1, 2021 through June 30, 2025.
Further request to authorize execution of amendments to the agreements 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 total fee for
services will not exceed $6.5 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 relating to the
development, design, and construction of the project. Such utility services include, but
are not limited to: electrical, water, sewer, natural gas, telecommunications, cable
television, railroads and other modes of transportation. Further request the City
Council to grant an exception pursuant 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 would be prohibited by Phoenix City
Code 42-18. This authorization excludes any transaction involving an interest in real
property.
Summary
The On-Call consultants will be responsible for providing on-call environmental
consulting services for Phoenix Sky Harbor International Airport, Phoenix Deer Valley
Airport, and Phoenix Goodyear Airport on an as-needed basis. Some firms will provide
multiple scope category services.
Environmental services have been grouped into two scope categories as listed below.
The services may include:
· Category 1: soil, vapor, drinking water and groundwater sampling; remediation
projects; modeling of soil vapor and groundwater contamination; water distribution
systems; storm water pollution prevention plans; spill prevention control and
countermeasure plans; environmental site assessments; and environmental
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studies.
· Category 2: environmental data and information support services; technical and
scientific calculations, analysis, and reporting; regulatory compliance programs and
research; environmental permits; and environmental training.
These Agreements are essential to the public's health, safety, and welfare and to
critical operations of the City.
Procurement Information
The selections were made using a qualifications-based selection process set forth in
Arizona Revised Statutes (A.R.S.) section 34-604. In accordance with A.R.S. 34-604
(H), the City may not publicly release information on proposals received or the scoring
results until an agreement has been awarded. A total of 20 firms submitted proposals
and are listed in Attachment A.
Contract Term
The term of each agreement is up to four years, or up to $650,000, whichever occurs
first. Work scope identified and incorporated into the agreement before 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 each of the on-call consultants will not exceed $650,000,
including all subconsultant and reimbursable costs. The total fee for all services will not
exceed $6.5 million.
Funding is available in the Aviation Department’s Capital Improvement Program and
Operating budgets. The Budget and Research Department will review and approve
funding availability before issuing any on-call task order of $100,000 or more.
Payments may be made up to agreement limits for all services rendered, which may
extend past the agreement termination.
Location
Phoenix Sky Harbor International Airport - 3400 E. Sky Harbor Blvd.
Phoenix Deer Valley Airport - 702 W. Deer Valley Road
Phoenix Goodyear Airport - 1658 S. Litchfield Road, Goodyear, Ariz.
Council Districts: 1, 8, and Out of City
Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua, the Aviation
Department, and the City Engineer.
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ATTACHMENT A
Selected Firms by Category
Scope Category 1:
Rank 1: Stantec Consulting Services, Inc.
Rank 2: Clear Creek Associates, LLC
Rank 3: Adams and Wendt, Inc.
Rank 4: Stearns, Conrad and Schmidt, Consulting Engineers, Inc. dba SCS Engineers
Rank 5: Matrix New World Engineering, Land Surveying and Landscape Architecture, PC
dba Matrix New World Engineering
Additional Proposers:
Rank 6: GHD Services, Inc.
Rank 7: AZTEC Engineering Group, Inc.
Rank 8: AECOM Technical Services, Inc.
Rank 9: Terracon Consultants, Inc.
Rank 10: Wood Environment & Infrastructure Solutions, Inc.
Rank 11: Ninyo & Moore Geotechnical and Environmental Sciences Consultants, Inc.
Rank 12: Engineering & Environmental Consultants, Inc.
Rank 13: LANGAN Engineering and Environmental Services, Inc.
Rank 14: Universal Engineering Sciences, LLC
Rank 15: Geosyntec Consultants, Inc.
Rank 16: NV5, Inc.
Rank 17: CDM Smith Inc.
Rank 18: Environmental Technology, Inc.
Rank 19: Partner Engineering and Science, Inc.
Rank 20: Cordova Environmental Consulting, PLLC
Selected Firms by Category
Scope Category 2:
Rank 1: Gresham Smith
Rank 2: GHD Services, Inc.
Rank 3: CDM Smith Inc.
Rank 4: AECOM Technical Services, Inc.
Rank 5: Wood Environment & Infrastructure Solutions, Inc.
Additional Proposers:
Rank 6: LANGAN Engineering and Environmental Services, Inc.
Rank 7: NV5, Inc.
Rank 8: Engineering and Environmental Consultants, Inc.
Rank 9: Partner Engineering and Science, Inc.
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Item text
Amendment - 4108JOC191 (Ordinance S-47532)
Request to authorize the City Manager, or his designee, to execute an amendment to
Agreement 152080 with Hunter Contracting Co. to provide $5 million in additional
Bridge and Dam Safety Repair Program Job Order Contracting Services, and to
authorize the execution of a Job Order Agreement in an amount up to $9 million.
Further request to authorize execution of amendments to Agreement JC00152080 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 $5 million.
Summary
The purpose of this project is to repair the 7th Street/Salt River bridge, ST85110177.
This amendment is necessary because on Sunday, Feb. 28, 2021, a 10-inch high
pressure gas line failed and caught fire under the north abutment of the 7th Street/Salt
River Bridge. Critical damage occurred to the north end of the structure, which
includes the northern two spans of the bridge along with the northernmost pier and
abutment. These sections of the bridge will be removed and rebuilt. Anticipated closure
of the bridge will be approximately six months. The City is moving expeditiously to
rebuild the bridge and reopen 7th Street.
Due to the urgent and specialized nature of this project, the City engaged Hunter
Contracting Co. under an existing Job Order Contract (JOC). The use of a JOC
construction services master agreement allows the City to address the timeline
requirements and specialized aspects of the project. City Council originally authorized
this master agreement for a fee not-to-exceed $15 million with a per Job Order
Agreement limit of $4 million, without additional Council approval to exceed this limit.
By using this master agreement to expedite repairs to the bridge, it has utilized a
significant portion of the capacity from the original authorization. Increasing the
capacity of the master agreement will allow for its continued use through the remainder
of its five-year term.
Hunter Contracting Co's services include, but are not limited to: emergency design and
reconstruction of the bridge, demolition of the existing damaged portions of the bridge,
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gas line removal, waterline repair, electrical, traffic control, environmental regulations,
Rio Salado Path repair, and plant salvage and replacement. This amendment will
provide additional funds to the Agreement.
Contract Term
The term of the master agreement will not change. 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 master agreement for Bridge and Dam Safety Repair Program Job Order
Contracting Services was authorized for a fee not to exceed $15 million, including
all subcontractor and reimbursable costs.
· This amendment will increase the authorization for the master agreement by an
additional $5 million, for a new total not-to-exceed master agreement value of $20
million, including all subcontractor and reimbursable costs.
Funding for this amendment 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 the execution of any job
order agreements. 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 Bridge and Dam Safety Repair Program JOC Services
Master Agreement JC00152080 (Ordinance S-46618) on May 20, 2020.
Public Outreach
Regular media updates and additional public outreach will be provided throughout the
duration of the 7th Street/Salt River Repair project.
Location
7th Street at the Salt River
Council Districts: 7 and 8
Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua, the Street
Transportation Department, and the City Engineer.
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Item text
Libraries (Ordinance S-47539)
Request to authorize the City Manager, or his designee, to perform electrical upgrades
and install electric vehicle charging equipment at select City sites and enter into an
agreement with Salt River Project for an incentive program to reimburse the City for a
portion of the costs. Further request to authorize the City Treasurer to accept, and the
City Controller to disburse, all funds related to this item. The total cost associated with
this item is anticipated to be $224,000, with the City cost being $70,000 after receiving
reimbursement of $154,000 from Salt River Project.
Additionally, request to authorize the City Manager, or his designee, to ratify and
execute an amendment to operating and maintenance Agreement 153833 with Blink
Network, LLC (Blink) to include the electric vehicle chargers installed through this
initiative.
Summary
Salt River Project (SRP) recently notified cities that it was making one-time increase in
the incentives available for customers to install electric vehicle charging equipment at
their sites with the caveat that the installations needed to be completed and all
paperwork submitted by the end of June 2021.
Office of Sustainability staff worked with City departments to identify possible
employee, fleet and publicly-accessible sites with the expectation that the SRP
incentive of $11,000 for each dual port charging station would cover the cost of the
installation. However, costs proved to be significantly higher than anticipated.
Of the 21 locations initially evaluated, the publicly-accessible sites at City parks and
libraries had the lowest cost potential as they could take advantage of Blink's no cost
public charging equipment and incorporate the operations and maintenance into the
City's existing Blink contract. Locations at City parks will be presented to the Parks and
Recreation Board for approval, prior to installation.
The Job Order Contracting (JOC) contractor, LLR Electric Inc., submitted the detailed
cost estimates for upgrading electrical panels, trenching to parking locations and
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installing a concrete pad, for 11 dual-port charging stations at an average cost of
approximately $17,600 - above the $11,000 incentive initially offered by SRP. The City
asked SRP if a higher incentive was possible, and SRP offered an incentive of $14,000
per station for 11 charging locations for a total of $154,000.
The Office of Sustainability will fund costs not covered by the SRP incentive including
staff time to manage the implementation of the charging equipment at City facilities
and to cover additional costs by the JOC contractor assigned to perform the electrical
upgrades and install the charging infrastructure.
Concurrence/Previous Council Action
The City Council approved Citywide General Electrical JOC Services Agreement
150132 (Ordinance S-45742) on June 5, 2019.
The Parks and Recreation Board will discuss and take action on this item on May 27,
2021.
Financial Impact
The total amount requested for authorization is up to $224,000 with $154,000 offered
as an incentive by SRP and up to $70,000 from the Office of Sustainability Energy
Efficiency Fund. No other department funds are committed as part of this proposal,
however, departments may elect to paint the parking stalls to bring greater attention to
the electric vehicle charging. Blink will provide signage and reimburse the City for any
electricity used by the stations on an ongoing basis. The Blink agreement includes a
revenue-share component to help cover the cost of Public Works monitoring of the
electricity billing data - although the net revenue is anticipated to be nominal.
Responsible Department
This item is submitted by Deputy City Managers Karen Peters, Mario Paniagua, Inger
Erickson and John Chan, the Office of Sustainability, the Parks and Recreation, Library
and Public Works departments, and the City Engineer.
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Item text
Preconstruction Services - Amendment - PA75200553 (Ordinance S-47513)
Request to authorize the City Manager, or his designee, to execute an amendment to
Agreement 149558 with Haydon Building Corp. to provide additional Construction
Manager at Risk Preconstruction Services for the Margaret T. Hance Park Phase I
Improvements 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 $189,636.
Summary
The purpose of this project is to progress the redevelopment of Margaret T. Hance
Park, including visual landmarks, shade elements, gardens, interactive water feature,
cafe pavilion and public restrooms. Phase I improvements have been identified at a
conceptual level and include the park land roughly one block east and west of Central
Avenue. Improvements include, but are not limited to: parking improvements,
recladding of Central Avenue Bridge, modifications to Central Avenue bridge
abutments, recladding of vent structures, terraces and tree plantings with improved
stair and ramp connections from Central Avenue, park offices and storage, restrooms,
shade canal gardens, shade structures and lighting.
This amendment is necessary to progress the design and preconstruction of Phase 1
of the project from the current 30 percent design stage to the 90 percent design
construction document stage. This amendment will provide additional funds and time
to the agreement.
Haydon Building Corp.’s additional services include, but are not limited to: design
coordination, team coordination, site investigations, project meetings, estimating,
design assistance, constructability reviews, budget control, value engineering,
scheduling and construction planning.
This Agreement is essential to the health, safety and welfare of the public and critical
operations for the City.
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Contract Term
The term of the amendment is eight months 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 initial agreement for Construction Manager at Risk Preconstruction Services
was approved for an amount not to exceed $150,000, including all subcontractor
and reimbursable costs.
· This amendment will increase the agreement by an additional $189,636, for a new
total amount not to exceed $339,636, including all subcontractor and reimbursable
costs.
Funding for this amendment is available in the Parks and Recreation 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:
· Design Services Agreement 145602 (Ordinance S-43648) on July 6, 2017; and
· Design Services Agreement 145602 Amendment (Ordinance S-44819) on June 20,
2018; and
· Construction Manager at Risk Preconstruction Services Agreement 149558
(Ordinance S-45494) on April 3, 2019.
Location
67 W. Culver St.
Council District: 7
Responsible Department
This item is submitted by Deputy City Managers Inger Erickson and Mario Paniagua,
the Parks and Recreation Department, and the City Engineer.
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Item text
Contract Services - 4108JOC194 (Ordinance S-47508)
Request to authorize the City Manager, or his designee, to enter into separate master
agreements with three contractors, to provide Concrete and Asphalt Restoration Job
Order Contracting services for the Water Services Department. Further request to
authorize execution of amendments to the agreements 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 $75
million.
Additionally, request to authorize the City Manager, or his designee, to take all action
as may be deemed necessary or appropriate and to execute all design and
construction agreements, licenses, permits, and requests for utility services relating to
the development, design, and construction of the project. Such utility services include,
but are not limited to: electrical; water; sewer; natural gas; telecommunications; cable
television; railroads; and other modes of transportation. Further request the City
Council to grant an exception pursuant 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 would be prohibited by Phoenix City
Code 42-18. This authorization excludes any transaction involving an interest in real
property.
Summary
The Job Order Contract (JOC) services will be used on an as-needed basis to provide
concrete and asphalt restoration services for removal of temporary asphalt patch and
replacement with permanent hot mix; removal and replacement of concrete curb and
gutter, sidewalk, sidewalk ramps, and driveways; adjustment of utility assets including
manhole frames, covers, valve boxes and survey monuments; and installation of half-
sack controlled low-strength material or ABC. These services will be for emergency
and non-emergency situations. Additionally, the JOC contractors will be responsible for
fulfilling Small Business Enterprise program requirements.
These agreements are essential to the health, safety, and welfare of the public and
critical operations for the City.
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Procurement Information
The selections were made using a two-step qualifications and price-based selection
process set forth in section 34-604 of the Arizona Revised Statutes (A.R.S.). In
accordance with A.R.S. section 34-604(H), the City may not publicly release
information on proposals received or the scoring results until an agreement is
awarded. Six firms submitted proposals and are listed below.
Selected Firms
Rank 1: S & S Paving & Construction, Inc.
Rank 2: Cactus Transport, Inc.
Rank 3: Talis Construction Corporation
Additional Proposers
Rank 4: ViaSun Corporation
Rank 5: Sunland Asphalt & Construction, Inc.
Rank 6: Gonzalez Asphalt, Inc.
Contract Term
The term of each master agreement is for up to five years, or up to $25 million,
whichever occurs first. Work scope identified and incorporated into the master
agreement prior to the end of the term may be agreed to by the parties, and work may
extend past the termination of the master agreement. No additional changes may be
executed after the end of the term.
Financial Impact
The master agreement values for each of the JOC contractors will not exceed $25
million, including all subcontractor and reimbursable costs. The total fee for all services
will not exceed $75 million.
Request to authorize the City Manager, or his designee, to execute job order
agreements performed under these master agreements for up to $4 million each. In no
event will any job order agreement exceed this limit without Council approval to
increase the limit.
Funding is available in the Water Services Department’s Operating Budget. The
Budget and Research Department will review and approve funding availability prior to
issuance of any job order agreement. Payments may be made up to agreement limits
for all rendered agreement services, which may extend past the agreement
termination.
Page 336
Public Outreach
The public will be notified on each project, if notification is required.
Responsible Department
This item is submitted by Deputy City Managers Karen Peters and Mario Paniagua,
the Water Services Department, and the City Engineer.
Page 337
Report
Supporting documents
No supporting documents stored.
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Item text
Lane and 60th Street to Scottsdale Road - Construction Manager at Risk
Construction Services - WS85509054 (Ordinance S-47509)
Request to authorize the City Manager, or his designee, to enter into an agreement
with B & F Contracting, Inc. to provide Construction Manager at Risk Construction
Services for the Water Main Replacement Area Bounded By: Indian Bend Road to
Mockingbird Lane and 60th Street to Scottsdale Road 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
$10,862,382.
Summary
The purpose of this project is to construct approximately 50,000 linear feet of new 4-
inch to 8-inch water mains throughout the area bounded by Indian Bend Road to
Mockingbird Lane and 60th Street to Scottsdale Road. Also included is installation of
approximately 27 new fire hydrants and 225 water service connections throughout six
adjacent quarter sections (24-42, 24-43, 24-44, 23-42, 23-43 and 23-44).
B & F Contracting, Inc.'s (B & F) initial services will include preparation of a
Guaranteed Maximum Price proposal for the Construction Services provided under the
agreement and participating with the City in a process to establish a Small Business
Enterprise (SBE) goal for the project. B & F will be responsible for construction means
and methods related to the project and fulfilling the SBE program requirements. B & F
will be required to solicit bids from prequalified subcontractors and to perform the work
using the City’s subcontractor selection process. B & F may also compete to self-
perform limited amounts of work.
B & F Contracting, Inc’s services include, but are not limited to: abandonment of
existing water mains including associated equipment such as valves and fire hydrants,
providing traffic control and roadway restorations, scheduling and managing site
operations, addressing all federal state and local permitting requirements, arranging
for procurement of materials and equipment, and maintaining a safe work site for all
project participants.
Page 338
This Agreement is essential to the health, safety, and welfare of the public and critical
operations for the City.
Procurement Information
The selection was made using a qualifications-based selection process set forth in
section 34-603 of the Arizona Revised Statutes. Scoring and selection were made in
conjunction with the Construction Manager at Risk Preconstruction Services selection
process.
Contract Term
The term of the agreement is 450 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 B & F Contracting, Inc. will not exceed $10,862,382, 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 149799 (Ordinance S-45635) on May 15, 2019;
and
· CMAR Preconstruction Services Agreement 149800 (Ordinance S-45638) on May
15, 2019.
Location
Area Bounded By: Indian Bend Road to Mockingbird Lane and 60th Street to
Scottsdale Road
Council District: Out of City
Responsible Department
This item is submitted by Deputy City Managers Karen Peters and Mario Paniagua,
the Water Services Department, and the City Engineer.
Page 339
Report
Supporting documents
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Item text
Construction Administration and Inspection Services - Amendment - 8423600000
(Ordinance S-47516)
Request to authorize the City Manager, or his designee, to execute an amendment to
Agreement 148973 with Tristar Engineering & Management, Inc. to provide additional
construction administration and inspection services for the Water Services Department
Pavement Restoration Job Order Contract Program 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 $587,000.
Summary
The purpose of this project is to provide construction administration and inspection
services on an as-needed basis to support the Water Services Department Pavement
Restoration Job Order Contract program, including pavement restoration after cuts are
made in the City rights-of-way to access water pipes and mains. Consultant shall
conduct preconstruction conferences and hold subsequent meetings as necessary
with the project team; perform resident engineering services during construction;
interact daily with contractor to clarify job requirements; administer Job Order
Agreements for the contractor; decision-making regarding technical project issues; and
perform on-site examinations of materials, equipment, and workmanship.
This amendment is necessary because Tristar's contract funding capacity will run out
before its contract expires. This amendment will provide additional funds to the
agreement.
This Agreement is essential to the health, safety, and welfare of the public and critical
operations for the City.
Contract Term
The term of the agreement will expire on March 7, 2024. No changes are requested to
the agreement term.
Page 340
Financial Impact
· The initial agreement for construction administration and inspection services was
authorized for a fee not-to-exceed $2,350,000, including all subconsultants and
reimbursable costs.
· This amendment will increase the agreement authorization by an additional
$587,000, for a new total not-to-exceed agreement value of $2,937,000, including
all subconsultants and reimbursable costs.
Funding for this amendment is available in the Water Services Department's Operating
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 Engineering Services Agreement 148973 (Ordinance S-
45230) on Dec. 12, 2018.
Responsible Department
This item is submitted by Deputy City Managers Karen Peters and Mario Paniagua,
the Water Services Department, and the City Engineer.
Page 341
Report
Supporting documents
No supporting documents stored.
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Item text
Engineering Support Services - WS90200001, WS90200053, WS90200055, and
WS90450008 (Ordinance S-47520)
Request to authorize the City Manager, or his designee, to enter into an agreement
with Wilson Engineers, LLC, to provide design and construction administration and
inspection services for the 23rd Avenue Wastewater Treatment Plant Job Order
Contract Program Engineering Support Services project. Further request to authorize
execution of amendments to the agreements 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 $4.6 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 relating to the
development, design, and construction of the project. Such utility services include, but
are not limited to: electrical, water, sewer, natural gas, telecommunications, cable
television, railroads and other modes of transportation. Further request the City
Council to grant an exception pursuant 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 would 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 provide engineering support services on an as-needed
basis for the 23rd Avenue Wastewater Treatment Plant (WWTP) Job Order Contract
Program. The selected firm will provide engineering support for each project that City
staff identifies as needing assistance with implementation.
Wilson Engineers, LLC's services include, but are not limited to: perform design
services relating to the 23rd Avenue WWTP facility processes with emphasis on civil
and mechanical type work; develop contract documents including construction plans
and specifications adhering to current City standards and content requirements;
provide independent cost estimates of job order proposals; perform resident
Page 342
engineering/inspection activities, including special inspections, start-up, training, and
operations and maintenance manual review.
This Agreement is essential to the health, safety, and welfare of the public and critical
operations for the City.
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
or the scoring results until an agreement is awarded. Two firms submitted proposals
and are listed below.
Selected Firm
Rank 1: Wilson Engineers, LLC
Additional Proposer
Rank 2: Kimley-Horn and Associates, Inc.
Contract Term
The term of the agreement is five years 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 Wilson Engineers, LLC will not exceed $4.6 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
23rd Avenue WWTP
Council District: 7
Page 343
Responsible Department
This item is submitted by Deputy City Managers Karen Peters and Mario Paniagua,
the Water Services Department, and the City Engineer.
Page 344
Report
Supporting documents
No supporting documents stored.
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Item text
Request to authorize the City Manager, or his designee, to enter into separate
agreements with four vendors to purchase a supply of commodities related to water
pipe and various fittings on an as-needed basis. Further request to authorize execution
of amendments to the agreements as necessary within the Council-approved
expenditure authority, as provided below, and authorization for the City Controller to
disburse all funds related to this item. The agreement values will not exceed $9 million.
Summary
The purpose of this agreement is to purchase water pipe and miscellaneous fittings on
an as-needed basis to maintain the infrastructure of various facilities within the Water
Services Department. The pipes and miscellaneous fittings are used for installation,
repair, and maintenance of water production and distribution and wastewater collection
and treatment infrastructure.
Arizona Waterworks Supply, Dana Kepner Company LLC., Ferguson Waterworks and
Fortiline Waterworks, Inc.’s services include but are not limited to the supply of water
pipe and miscellaneous fittings, which include: bushings; clamps; conversion
assemblies; corporation stops; couplings; curb stops, elbows, flanges, gate valves,
meter stops, miscellaneous fittings, pipe, reducers, resetters and saddle tees.
Procurement Information
The recommendations were made using an Invitation for Bids procurement process in
accordance with City of Phoenix Administrative Regulation 3.10.
Seven vendors submitted bids which are listed below. All bids except for two were
found to be responsive and responsible.
Selected Bidders
Arizona Waterworks Supply
Dana Kepner Company LLC.
Ferguson Waterworks
Fortiline Waterworks, Inc.
Page 345
Other Bidders
Alb Piping Products & Services, LLC
Canyon Pipe and Supply, Inc.
Core & Main, LP
Contract Term
The agreement will begin on or about May 1, 2021, for a five-year aggregate term with
no options to extend.
Financial Impact
The aggregate value for the agreements with Arizona Waterworks Supply, Dana
Kepner Company LLC., Ferguson Waterworks and Fortiline Waterworks, Inc., will not
to exceed $9 million for the five-year aggregate term.
Funding is available in the Water Services Department budget.
Responsible Department
This item is submitted by Deputy City Manager Karen Peters and the Water Services
Department.
Page 346
Report
Supporting documents
No supporting documents stored.
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Item text
Request to authorize the City Manager, or his designee, to enter into an agreement
with Xylem Water Solutions USA, Inc., to provide Sanitaire Membrane Diffusers for the
purpose of treating wastewater contaminants to dissolve oxygen concentration in the
aeration basins. Further request authorization for the City Controller to disburse all
funds related to this item. This agreement will not to exceed $750,000.
Summary
The Water Services Department, Wastewater Treatment Plants, use Sanitaire
membrane diffusers in the aeration basin flexible air membrane diffusers (sanitaire
diffusers holders). The membrane diffusers dissolve oxygen concentration in the
aeration basins and are an important parameter because the micro-organisms require
oxygen for respiration and also for oxidation of the organic matter. This agreement is to
purchase membrane diffusers on an as-needed basis.
Xylem Water Solutions USA, Inc. services include, but are not limited to: providing
Sanitaire Silver Membrane Diffusers.
Procurement Information
The recommendation was made using an Invitation for Bids procurement process in
accordance with City of Phoenix Administrative Regulation 3.10.
One vendor submitted a bid that was found to be responsive and responsible and is
listed below:
Selected Bidder
Xylem Water Solutions USA, Inc.: $142,450.
Contract Term
The agreement will begin on or about July 1, 2021, for a five-year aggregate term with
no options to extend.
Financial Impact
The agreement value for Xylem Water Solutions USA, Inc. will not exceed $750,000.
Page 347
Funding is available in the Water Services Department Operating and Capital
Improvement Program budgets.
Responsible Department
This item is submitted by Deputy City Manager Karen Peters and the Water Services
Department.
Page 348
Report
Supporting documents
No supporting documents stored.
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Item text
and Circle Mountain Road
Plat: 200603
Project: 18-3283
Name of Plat: Sendero Crossing
Owner: Mattamy Arizona, LLC
Engineer: HilgartWilson, LLC
Request: A 170 Lot Residential Subdivision Plat
Reviewed by Staff: March 26, 2021
Final Plat requires Formal Action Only
Summary
Staff requests that the above plat be approved by the City Council and certified by the
City Clerk. Recording of the plat dedicates the streets and easements as shown to the
public.
Location
Generally located at the northwest corner of 43rd Avenue and Circle Mountain Road.
Council District: 1
Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Planning and
Development Department.
Page 349
Report
Supporting documents
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Item text
(Resolution 21919)
Abandonment: V190020A
Project: 02-967
Applicant: Neftali Rivera, Magdalena Estates HOA
Request: To abandon the 50' right-of-way entrance of 18th Avenue in Final Plat
"Magdalena Estates."
Date of Decision/Hearing: May 9, 2019
Financial Impact
A consideration fee was also collected as part of this abandonment in the amount of
$1,147.05.
Location
1728 and 1802 W. Magdalena Lane
Council District: 8
Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Planning and
Development Department.
Page 350
Report
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Item text
21921)
Abandonment: V190064A
Project: 01-20014
Applicant: Dana Klett
Request: To abandon a portion of right-of-way easement per ordinance S-3062 and
right-of-way easement from Book 6119, Page 479.
Date of Decision/Hearing: Nov. 21, 2019
Financial Impact
None. No consideration fee was required as a part of this easement abandonment,
although filing fees were paid.
Location
4309 E. Belleview St.
Council District: 8
Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Planning and
Development Department.
Page 351
Report
Supporting documents
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Item text
Request to authorize the City Manager to amend Section 601 of the Phoenix Zoning
Ordinance by adopting Official Supplementary Zoning Map 1214. This amendment
reflects that the property owner has met all of the rezoning conditions previously
approved by City Council with a portion of Z-87-00 and the entitlements are fully
vested.
Summary
To rezone a parcel located approximately 460 feet southeast of the southeast corner of
North Valley Parkway and the Norterra Parkway alignment.
Application No.: Z-87-00
Zoning: C-2 PCD NBCOD
Owner: GSSR REAL ESTATE LLC
Acreage: 1.08
Location
Approximately 460 feet southeast of the southeast corner of North Valley Parkway and
the Norterra Parkway alignment.
Address: 28211 N. Valley Parkway
Council District: 2
Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Planning and
Development Department.
Page 352
ATTACHMENT A
THIS IS A DRAFT COPY ONLY AND IS NOT AN OFFICIAL COPY OF THE FINAL,
ADOPTED ORDINANCE
ORDINANCE G-
AN ORDINANCE AMENDING SECTION 601 OF THE CITY
OF PHOENIX ZONING ORDINANCE BY ADOPTING
OFFICIAL SUPPLEMENTARY ZONING MAP 1214
____________
BE IT RESOLVED BY THE COUNCIL OF THE CITY OF PHOENIX as
follows:
SECTION 1. That Section 601 of the City of Phoenix Zoning Ordinance is
hereby amended by adopting Official Supplementary Zoning Map 1214 signed by the
Mayor and City Clerk, which is accompanies and is annexed to this ordinance and
declared a part hereof.
PASSED by the Council of the City of Phoenix this 5th day of May, 2021.
_____________________________________
MAYOR
ATTEST:
_________________________ City Clerk
APPROVED AS TO FORM:
Page 353
_________________________ City Attorney
REVIEWED BY:
_________________________ City Manager
Page 354
Attachment B
OFFICIAL SUPPLEMENTARY ZONING MAP NO. 1214 Sheet 1 of 1
ORDINANCE NO. AMENDING SECTION 601 OF THE CITY OF PHOENIX ZONING ORDINANCE
Passed by the Council of the City of Phoenix, Arizona this 5th day of May 2021.
N
NO
RT
H
VA
L LE
Y
PK
W N 21S
Page 355 Y
C-2 PCD
NBCOD* T AV E
W RED FOX RD
N
ST
LN
A Portion of Z-87-00
ZONING SUBJECT TO STIPULATIONS: *
Drawn by: KS
_______ AREA INVOLVED BOUNDED THUS:
Report
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Item text
Request to authorize the City Manager to amend Section 601 of the Phoenix Zoning
Ordinance by adopting Official Supplementary Zoning Map 1215. This amendment
reflects that the property owner has met all of the rezoning conditions previously
approved by City Council with Z-89-03 and the entitlements are fully vested.
Summary
Approximately 424 feet north and 60 feet east of the northeast corner of 29th Place
and Mohawk Lane.
Application No.: Z-89-03
Zoning: CP/GCP
Owner: Black Dog Ventures LLC
Acreage: 2.03
Location
Approximately 424 feet north and 60 feet east of the northeast corner of 29th Place
and Mohawk Lane.
Address: 20635 N. 29th Place
Council District: 2
Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Planning and
Development Department.
Page 356
ATTACHMENT A
THIS IS A DRAFT COPY ONLY AND IS NOT AN OFFICIAL COPY OF THE FINAL,
ADOPTED ORDINANCE
ORDINANCE G-
AN ORDINANCE AMENDING SECTION 601 OF THE CITY
OF PHOENIX ZONING ORDINANCE BY ADOPTING
OFFICIAL SUPPLEMENTARY ZONING MAP 1215
____________
BE IT RESOLVED BY THE COUNCIL OF THE CITY OF PHOENIX as
follows:
SECTION 1. That Section 601 of the City of Phoenix Zoning Ordinance is
hereby amended by adopting Official Supplementary Zoning Map 1215 signed by the
Mayor and City Clerk, which is accompanies and is annexed to this ordinance and
declared a part hereof.
PASSED by the Council of the City of Phoenix this 5th day of May, 2021.
_____________________________________
MAYOR
ATTEST:
_________________________ City Clerk
APPROVED AS TO FORM:
Page 357
_________________________ City Attorney
REVIEWED BY:
_________________________ City Manager
Page 358
Attachment B
OFFICIAL SUPPLEMENTARY ZONING MAP NO. 1215 Sheet 1 of 1
ORDINANCE NO. AMENDING SECTION 601 OF THE CITY OF PHOENIX ZONING ORDINANCE
Passed by the Council of the City of Phoenix, Arizona this 5th day of May 2021.
E ROSE GARDEN LN
N 28TH ST
Page 359
CP/GCP*
w
v101
A Portion of Z-89-03
ZONING SUBJECT TO STIPULATIONS: *
Drawn by: LW
_______ AREA INVOLVED BOUNDED THUS:
Report
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Item text
Request to authorize the City Manager to amend Section 601 of the Phoenix Zoning
Ordinance by adopting Official Supplementary Zoning Map 1216. This amendment
reflects that the property owner has met all of the rezoning conditions previously
approved by City Council with Z-SP-23-04 and the entitlements are fully vested.
Summary
Approximately 424 feet north and 60 feet east of the northeast corner of 29th Place
and Mohawk Lane.
Application No: Z-SP-23-04
Zoning: CP/GCP SP
Owner: Black Dog Ventures LLC
Acreage: 2.03
Location
Approximately 424 feet north and 60 feet east of the northeast corner of 29th Place
and Mohawk Lane.
Address: 20635 N. 29th Place
Council District: 2
Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Planning and
Development Department.
Page 360
ATTACHMENT A
THIS IS A DRAFT COPY ONLY AND IS NOT AN OFFICIAL COPY OF THE FINAL,
ADOPTED ORDINANCE
ORDINANCE G-
AN ORDINANCE AMENDING SECTION 601 OF THE CITY
OF PHOENIX ZONING ORDINANCE BY ADOPTING
OFFICIAL SUPPLEMENTARY ZONING MAP 1216
____________
BE IT RESOLVED BY THE COUNCIL OF THE CITY OF PHOENIX as
follows:
SECTION 1. That Section 601 of the City of Phoenix Zoning Ordinance is
hereby amended by adopting Official Supplementary Zoning Map 1216 signed by the
Mayor and City Clerk, which is accompanies and is annexed to this ordinance and
declared a part hereof.
PASSED by the Council of the City of Phoenix this 5th day of May, 2021.
_____________________________________
MAYOR
ATTEST:
_________________________ City Clerk
APPROVED AS TO FORM:
Page 361
_________________________ City Attorney
REVIEWED BY:
_________________________ City Manager
Page 362
Attachment B
OFFICIAL SUPPLEMENTARY ZONING MAP NO. 1216 Sheet 1 of 1
ORDINANCE NO. AMENDING SECTION 601 OF THE CITY OF PHOENIX ZONING ORDINANCE
Passed by the Council of the City of Phoenix, Arizona this 5th day of May 2021.
E ROSE GARDEN LN
N 28TH ST
Page 363
CP/GCP
SP*
w
v101
Z-SP-23-04
ZONING SUBJECT TO STIPULATIONS: *
Drawn by: LW
_______ AREA INVOLVED BOUNDED THUS:
Report
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Item text
Northwest Corner of 2nd Street and Catalina Drive (Ordinance G-6842)
Request to amend the Phoenix Zoning Ordinance, Section 601, the Zoning Map of the
C-O TOD-1 (Commercial Office, Interim Transit Oriented Zoning Overlay District One)
to WU Code T6:15 MT (Walkable Urban Code, Transect 6:15, Transit Midtown
Character Area) for multifamily residential.
Summary
Current Zoning: C-O TOD-1
Proposed Zoning: WU Code T6:15 MT
Acreage: 2.10 acres
Proposed Use: Multifamily residential
Owner: 3010 Westmount, LLC
Applicant: Dan Duffus, 3010 Westmount, LLC
Representative: Taylor Earl, Earl & Curley, P.C.
Staff Recommendation: Approval, subject to stipulations.
VPC Action: The Encanto Village Planning Committee heard this case on March 1,
2021 and recommended approval, per the staff recommendation, by a vote of 10-1.
PC Action: The Planning Commission heard this case on April 1, 2021 and
recommended approval, per the Encanto Village Planning Committee recommendation
with an additional stipulation, by a vote of 8-0.
Location
Northwest corner of 2nd Street and Catalina Drive
Council District: 4
Parcel Addresses: No address
Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Planning and
Development Department.
Page 364
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 ORDINANCE BY CHANGING THE ZONING DISTRICT
CLASSIFICATION FOR THE PARCEL DESCRIBED HEREIN
(Z-67-20-4) FROM C-O TOD-1 (COMMERCIAL OFFICE, INTERIM
TRANSIT ORIENTED ZONING OVERLAY DISTRICT ONE) TO
WU CODE T6:15 MT (WALKABLE URBAN CODE, TRANSECT
6:15, TRANSIT MIDTOWN CHARACTER AREA).
____________
BE IT ORDAINED BY THE COUNCIL OF THE CITY OF PHOENIX, as
follows:
SECTION 1. The zoning of a 2.10-acre site located at the northwest
corner of 2nd Street and Catalina Drive, in a portion of Section 29 Township 2 North
and Range 3 East, as described more specifically in Exhibit “A”, is hereby changed from
“C-O TOD-1” (Commercial Office, Interim Transit Oriented Zoning Overlay District One)
to “WU Code T6:15 MT” (Walkable Urban Code, Transect 6:15, Transit Midtown
Character Area).
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”.
Page 365
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 developer shall provide traffic calming to slow vehicle traffic exiting the
property with specific regard to pedestrian safety on the public sidewalks, as
approved by the Planning and Development Department.
2. The developer shall provide and maintain the following bicycle parking as
described below and as approved by the Planning and Development
Department.
a. All required bicycle parking for multifamily use, per Section 1307.H.6.d
of the Phoenix Zoning Ordinance, shall be secured parking.
b. Guest bicycle parking for multifamily residential use shall be provided at
a minimum of 0.05 spaces per unit with a maximum of 50 spaces near
entrances of buildings and installed per the requirements of Section
1306.H. of the Phoenix Zoning Ordinance.
3. 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.
4. The property owner shall record documents that disclose the existence, and
operational characteristics of 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 grant and record an avigation easement to the City of
Phoenix for the site, per the content and form prescribed by the City Attorney
prior to final site plan approval.
6. The developer shall provide a No Hazard Determination for the proposed
development from the FAA pursuant to the FAA’s Form-7460 obstruction
analysis review process, prior to construction permit approval, as per plans
approved by the Planning and Development Department.
7. In the event archaeological materials are encountered during construction, the
developer shall immediately cease all ground-disturbing activities within a 33-
Page 366
foot radius of the discovery, notify the City Archaeologist, and allow time for the
Archaeology Office to properly assess the materials.
8. Prior to preliminary 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 5th day of May, 2021.
________________________________
MAYOR
ATTEST:
____________________________City Clerk
APPROVED AS TO FORM:
____________________________City Attorney
REVIEWED BY:
____________________________City Manager
Exhibits:
A – Legal Description (2 Pages)
B – Ordinance Location Map (1 Page)
Page 367
EXHIBIT A
LEGAL DESCRIPTION FOR Z-67-20-4
3008 N 2ND ST., PHOENIX, AZ 85012
LOTS 1-5, BLOCK 3- LA BELLE PLACE
A SUBDIVISION PLAT RECORDED IN BOOK 4 OF MAPS, PAGE 42, MCR.,
LOCATED IN A PORTION OF THE NE ¼ OF THE SW ¼ OF THE SE ¼ OF SECTION
29, T.2N, R.3E OF THE GILA & SALT RIVER BASE AND MERIDIAN, MARICOPA
COUNTY, ARIZONA
PARCEL NO. 1:
LOTS 1, 2, 3, 4 AND 5, BLOCK 3, LA BELLE PLACE, A SUBDIVISION RECORDED IN
BOOK 4 OF MAPS, PAGE 42, RECORDS OF MARICOPA COUNTY, ARIZONA;
EXCEPT BEGINNING AT THE SOUTHEAST CORNER OF SAID LOT 1;
THENCE NORTHERLY ALONG THE EAST LINE OF SAID LOT, 6 FEET;
THENCE SOUTHWESTERLY TO A POINT ON THE SOUTH LINE OF SAID LOT
WHICH IS 6 FEET WEST OF THE POINT OF BEGINNING;
THENCE TO THE POINT OF BEGINNING.
PARCEL NO. 2:
TRACT ‘A’, LA BELLE PLACE, A SUBDIVISION RECORDED IN BOOK 4 OF MAPS,
PAGE 42, RECORDS OF MARICOPA COUNTY, ARIZONA;
EXCEPT THAT PART OF SAID TRACT ‘A’ LYING NORTH OF THE WESTERLY
PROLONGATION OF THE SOUTH LINE OF LOT 6 OF SAID LA BELLE PLACE AND
LYING SOUTH OF THE NORTH RIGHT OF WAY LINE OF CATALINA AVENUE.
PARCEL NO. 3:
THAT PART OF AN ABANDONED ALLEY IN BLOCK 3, LA BELLE PLACE, A
SUBDIVISION RECORDED IN BOOK 4 OF MAPS, PAGE 42, RECORDS OF
MARICOPA COUNTY, ARIZONA, AS ABANDONED BY INSTRUMENT RECORDED
IN RECORDING NO. 85-288601, DESCRIBED AS FOLLOWS:
BEGINNING AT THE NORTHWEST CORNER OF LOT 5 IN SAID BLOCK 3;
THENCE WEST ALONG THE EXTENSION OF THE NORTH LINE OF SAID LOT 5, 10
FEET TO THE EAST LINE OF TRACT ‘A’ OF SAID LA BELLE PLACE;
Page 368
THENCE SOUTH ALONG SAID EAST LINE, 374.34 TO THE INTERSECTION
WITHING THE SOUTH LINE OF LOT 1 OF SAID BLOCK 3, EXTENDED WESTERLY;
THENCE EAST 10 FEET TO THE SOUTHWEST CORNER OF LOT 1;
THENCE NORTH 375.34 FEET ALONG THE WEST LINE OF LOTS 1 THROUGH 5,
INCLUSIVE OF SAID BLOCK 3 TO THE POINT OF BEGINNING.
PARCEL NO. 4:
THAT PART OF 2ND STREET AS SHOWN ON THE MAP OF LA BELLE PLACE, A
SUBDIVISION RECORDED IN BOOK 4 OF MAPS, PAGE 42, RECORDS OF
MARICOPA COUNTY, ARIZONA, ABANDONED BY RESOLUTION OF
ABANDONMENT NO. 16599 OF THE CITY OF PHOENIX RECORDED IN
RECORDING NO. 85-251148, RECORDS OF MARICOPA COUNTY, ARIZONA;
THE WEST 15 FEET OF THAT PART OF 2ND STREET AS SHOWN ON PLAT OF LA
BELLE PLACE, A SUBDIVISION RECORDED IN BOOK 4 OF MAPS, PAGE 42,
RECORDS OF MARICOPA COUNTY, ARIZONA, LYING IMMEDIATELY EAST OF
AND ADJOINING THE EAST LINE OF LOTS 1 THROUGH 5, INCLUSIVE, BLOCK 3
OF SAID LA BELLA PLACE, AND LYING BEETWEEN THE EASTERLY
PROLONGATIONS OF THE SOUTH LINE OF SAID LOT 1 AND THE NORTH LINE OF
SAID LOT 5;
EXCEPT THAT PART THEREOF LYING SOUTH OF A LINE DESCRIBED AS
FOLLOWS:
BEGINNING AT A POINT ON THE SOUTH LINE OF SAID LOT 1 WHICH IS 6 FEET
WEST OF THE SOUTHEAST CORNER OF SAID LOT 1;
THENCE NORTHEASTERLY TO A POINT ON THE EAST LINE OF SAID WEST 15
FEET OF 2ND STREET WHICH IS 21 FEET NORTH OF THE INTERSECTION OF
SAID EAST LINE WITH THE EASTERLY PROLONGATION OF THE SOUTH LINE OF
SAID LOT 1, THE LAST SAID POINT BEING THE TERMINIUS OF THE LINE
DESCRIBED HEREIN.
APN: 118-35-083A, 118-35-091H, 118-35-083B, 118-35-091K
Page 369
Page 370
Report
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Item text
Corner of 16th and Colter Street (Ordinance G-6848)
Request to authorize the City Manager to correct ordinance previously adopted and
recorded to reflect the accurate acreage.
Summary
To correct acreage on Ordinance G-6816 for Z-9-20-6 Willowick PUD.
Application No.: Z-9-20-6
Original Approved Acreage: 3.45
Correct Acreage: 3.48
Location
Southwest corner of 16th Street and Colter Street
Address: 5150 N. 16th St.
Council District: 6
Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Planning and
Development Department.
Page 371
ATTACHMENT A
THIS IS A DRAFT COPY ONLY AND IS NOT AN OFFICIAL COPY OF THE FINAL,
ADOPTED ORDINANCE
CORRECTED ORDINANCE G-6816
AN ORDINANCE AMENDING THE ZONING DISTRICT MAP
ADOPTED PURSUANT TO SECTION 601 OF THE CITY OF
PHOENIX ORDINANCE BY CHANGING THE ZONING DISTRICT
CLASSIFICATION FOR THE PARCEL DESCRIBED HEREIN
(CASE Z-9-20-6) FROM C-O (COMMERCIAL OFFICE –
RESTRICTED COMMERCIAL DISTRICT) TO PUD (PLANNED
UNIT DEVELOPMENT).
____________
BE IT ORDAINED BY THE COUNCIL OF THE CITY OF PHOENIX, as
follows:
SECTION 1. The zoning of a 3.48-acre site located at the southwest
corner of 16th Street and Colter Street in a portion of Section 16, Township 2 North,
Range 3 East, as described more specifically in Exhibit “A”, is hereby changed from “C-
O” (Commercial Office – Restricted Commercial District) to “PUD” (Planned Unit
Development).
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,
Page 372
violation of which shall be treated in the same manner as a violation of the City of
Phoenix Zoning Ordinance:
1. An updated Development Narrative for the Willowick PUD reflecting the changes
approved through this request shall be submitted to the Planning and
Development Department within 30 days of City Council approval of this request.
The updated Development Narrative shall be consistent with the Development
Narrative date stamped December 21, 2020, as modified by the following
stipulations:
a. Front cover: Revise the submittal date information on the bottom to add
the following: Hearing draft: December 21, 2020; City Council adopted:
[Add adoption date].
2. The developer shall retain the right-of-way and bus stop pad on southbound 16th
Street south of Colter Street. The bus stop pad shall be compliant with City of
Phoenix Standard Detail P1260 with a minimum depth of 10 feet. The bus stop
pad shall be spaced from the intersection of 16th Street and Colter Street as per
Development Department
3. The developer shall utilize the existing driveway along 16th Street on Parcel No.
APN 162-12-001X to access the site. The developer shall record a cross access
easement between Parcel Nos. 162-12-001X and 162-12-009, to allow for
ingress from the existing driveway south of the site. The agreement is to be
reviewed and approved by the Planning and Development Department prior to
recordation with Maricopa County.
4. The developer shall submit a Traffic Impact Study (TIS) to the City for this
development. No preliminary approval of plans shall be granted until the study
had been reviewed and approved by the City. Additional off-site improvements
and right-of-way dedications may be required as identified in the approved traffic
study. Development shall be responsible for the cost associated with these
improvements and dedications.
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. 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.
Page 373
7. Prior to preliminary 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 3rd day of March,
2021.
________________________________
MAYOR
ATTEST:
____________________________City Clerk
APPROVED AS TO FORM:
____________________________City Attorney
REVIEWED BY:
____________________________City Manager
Exhibits:
A – Legal Description (2 Pages)
B – Ordinance Location Map (1 Page)
Page 374
EXHIBIT A
LEGAL DESCRIPTION FOR Z-9-20-6
THE LAND REFERRED TO HEREIN BELOW IS SITUATED IN PHOENIX, IN THE
COUNTY OF MARICOPA, STATE OF ARIZONA, AND IS DESCRIBED AS FOLLOWS:
THAT PORTION OF THE NORTH HALF OF THE SOUTHEAST QUARTER OF THE
SOUTHEAST QUARTER OF SECTION 16, TOWNSHIP 2 NORTH, RANGE 3 EAST
OF THE GILA AND SALT RIVER BASE AND MERIDIAN, MARICOPA COUNTY,
ARIZONA, DESCRIBED AS FOLLOWS:
BEGINNING AT THE POINT OF INTERSECTION OF THE WEST LINE OF THE 40
FOOT STRIP OF LAND CONVEYED TO THE CITY OF PHOENIX BY DEED
RECORDED FEBRUARY 13, 1970 IN DOCKET 7998, PAGE 117 AND THE NORTH
LINE OF THE SOUTH 210.00 FEET OF SAID NORTH HALF OF THE SOUTHEAST
QUARTER OF THE SOUTHEAST QUARTER OF SAID SECTION 16;
THENCE ALONG SAID NORTH LINE SOUTH 89 DEGREES 58 MINUTES 27
SECONDS WEST 293.32 FEET;
THENCE PARALLEL WITH THE WEST LINE OF SAID NORTH HALF, NORTH 0
DEGREES 04 MINUTES 29 SECONDS WEST 240.49 FEET;
THENCE PARALLEL WITH THE NORTH LINE OF SAID NORTH HALF OF THE
SOUTHEAST QUARTER OF THE SOUTHEAST QUARTER OF SAID SECTION 16,
SOUTH 89 DEGREES 58 MINUTES 25 SECONDS WEST 22.00 FEET TO THE
SOUTHEAST CORNER OF PARCEL 1, AS DESCRIBED IN THE DEED TO THE CITY
OF PHOENIX, AS RECORDED IN DOCKET 8661, PAGE 117;
THENCE ALONG THE EASTERLY LINE OF PARCEL 1 AND ITS NORTHERLY
PROLONGATION, NORTH 00 DEGREES 04 MINUTES 29 SECONDS WEST 180.00
FEET TO THE SOUTH LINE OF THE NORTH 30.00 FEET OF SAID NORTH HALF;
THENCE ALONG SAID SOUTH LINE, NORTH 89 DEGREES 58 MINUTES 25
SECONDS EAST 271.65 FEET TO THE WEST LINE OF THE EAST 83.00 FEET OF
SAID NORTH HALF;
THENCE ALONG SAID WEST LINE, SOUTH 00 DEGREES 10 MINUTES 00
SECONDS EAST 10.00 FEET TO THE SOUTH LINE OF THE NORTH 40.00 FEET OF
SAID NORTH HALF;
THENCE ALONG SAID SOUTH LINE, NORTH 89 DEGREES 58 MINUTES 25
SECONDS EAST 43.00 FEET TO THE WEST LINE OF SAID 40 FOOT STRIP OF
LAND AS DESCRIBED IN DEED RECORDED IN SAID DOCKET 7998, PAGE 117;
Page 375
THENCE ALONG SAID WEST LINE, SOUTH 00 DEGREES 10 MINUTES 00
SECONDS EAST 410.49 FEET TO THE POINT OF BEGINNING;
EXCEPT THAT PORTION CONVEYED TO LIV CAMELBACK AT 16TH, LLC IN
RECORDING NO. 20160854027, RECORDS OF MARICOPA COUNTY, ARIZONA.
Page 376
Page 377
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Item text
Northeast Corner of 16th Street and Chipman Road (Ordinance G-6846)
Request to amend the Phoenix Zoning Ordinance, Section 601, the Zoning Map of the
R1-6 SPVTABDO (Single-Family Residence District, South Phoenix Village and Target
Area B Design Overlay) and R-5 SPVTABDO (Multifamily Residence District, South
Phoenix Village and Target Area B Design Overlay) to C-1 SPVTABDO (Neighborhood
Retail, South Phoenix Village and Target Area B Design Overlay) to allow multifamily or
single-family residential. This file is a companion case to Z-62-20-8 and should be
heard first, followed by Z-62-20-8.
Summary
Current Zoning: R1-6 SPVTABDO and R-5 SPVTABDO
Proposed Zoning: C-1 SPVTABDO
Acreage: 2.50
Proposed Use: Multifamily or single-family residential
Owner: Ran Edelman
Applicant: Ran Edelman
Representative: John Connelly
Staff Recommendation: Approval, subject to stipulations.
VPC Action: The South Mountain Village Planning Committee heard this case on
March 9, 2021 and recommended a continuance to April 13, 2021, by a vote of 16-3.
PC Action: The Planning Commission heard this case on April 1, 2021 and
recommended approval, per the staff recommendation with an additional stipulation,
by a vote of 9-0.
Location
Northeast corner of 16th Street and Chipman Road
Council District: 8
Parcel Address: No address
Page 378
Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Planning and
Development Department.
Page 379
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 ORDINANCE BY CHANGING THE ZONING DISTRICT
CLASSIFICATION FOR THE PARCEL DESCRIBED HEREIN
(CASE Z-61-20-8) FROM R1-6 SPVTABDO (SINGLE-FAMILY
RESIDENCE DISTRICT, SOUTH PHOENIX VILLAGE AND
TARGET AREA B DESIGN OVERLAY) AND R-5 SPVTABDO
(MULTIFAMILY RESIDENCE DISTRICT, SOUTH PHOENIX
VILLAGE AND TARGET AREA B DESIGN OVERLAY) TO C-1
SPVTABDO (NEIGHBORHOOD RETAIL, SOUTH PHOENIX
VILLAGE AND TARGET AREA B DESIGN OVERLAY).
____________
BE IT ORDAINED BY THE COUNCIL OF THE CITY OF PHOENIX, as
follows:
SECTION 1. The zoning of a 2.50-acre site located at northeast corner of
16th Street and Chipman Road in a portion of Section 27, Township 1 North, Range 3
East, as described more specifically in Exhibit “A”, is hereby changed from 1.72 acres of
“R1-6 SPVTABDO” (Single-Family Residence District, South Phoenix Village and
Target Area B Design Overlay) and 0.78-acres of “R-5 SPVTABDO” (Multifamily
Residence District, South Phoenix Village and Target Area B Design Overlay) to “C-1
SPVTABDO” (Neighborhood Retail, South Phoenix Village and Target Area B Design
Overlay) to allow multifamily or single-family residential.
Page 380
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. Building elevations shall be developed to the following standards, as
approved by the Planning and Development Department:
a. Building elevations shall contain multiple colors, exterior accent
materials and textural changes that exhibit quality and durability such
as brick, stone, colored textured concrete or stucco, to provide a
decorative and aesthetic treatment.
b. Building elevations adjacent and oriented towards 16th Street and the
south property line, excluding drive aisles, shall contain a minimum of
25 percent brick, masonry, stone or another exterior accent material
that exhibits quality and durability.
c. All building elevations shall contain architectural embellishments and
detailing such as textural changes, pilasters, offsets, recesses,
variation in window size and location, pitched roofs and/or overhang
canopies.
2. Building height shall be limited to two stories and 30 feet.
3. Individual units shall provide an entryway that is either elevated, depressed or
includes a feature such as a low wall to accentuate the primary entrance, as
approved by the Planning and Development Department.
4. There shall be no balconies on the upper floors of residential dwellings
oriented towards the eastern property line.
5. The development shall provide a minimum 300-square foot ornamental
feature along the northeast corner of 16th Street and Chipman Road or the
Chipman Road alignment to include the following elements, as approved by
the Planning and Development Department:
a. A landscaped accent area, exclusive of perimeter landscaping and
right-of-way, shall be provided. The landscaped accent areas shall
Page 381
provide a visually unique character with drought-tolerant plant
materials providing seasonal interest and 75 percent live cover.
b. The entry feature shall incorporate elements that may include, but are
not limited to walls, architectural enhancements, art features, natural
features such as boulders or fountains, or other uniquely identifying
elements.
c. The entry feature shall utilize accents, colors and materials consistent
with the adjacent development.
d. Where utility conflicts exist, the developer shall work with the Planning
and Development Department on alternative design solutions.
6. All perimeter walls visible from public streets shall include material and
textural differences, such as stucco and/or split face block with a decorative
element, such as tile or stamped designs, as approved by the Planning and
Development Department.
7. The development shall include the following amenities and elements at a
minimum, distributed between the open space area (s), as approved by the
Planning and Development Department:
a. Two barbecue grills and two picnic tables.
b. Community garden areas of no less than a combined 200 square feet
that will include a garden tool library, irrigation, and one bench or
seating feature to enable year-round planting.
c. One pedestrian seating node containing at least one bench or seating
feature and located within close proximity to Chipman Road or
Chipman Road alignment.
d. Open space areas shall provide a minimum 50 percent shade,
including amenity and seating areas, and a minimum of 50 percent live
vegetative cover (shrubs, grasses, or groundcover plants).
8. The developer shall provide a system of pedestrian thoroughfares as
described below and as approved or modified by the Planning and
Development Department:
a. The developer shall provide a minimum of one pedestrian path
connecting the sidewalk along 16th Street with residential units along
the eastern property line via the most direct route.
b. Illuminated by pedestrian scale lighting per Section 1304(H)5 for the
pathway connecting the site east to west.
Page 382
c. Where pedestrian paths and vehicular crossings exist, the pathway
shall be constructed of decorative pavers, stamped or colored
concrete, or other pavement treatments that visually contrasts parking
and drive aisle surfaces. Vehicular crossings shall be kept to a
minimum.
d. Pedestrian paths shall be shaded to a minimum of 75 percent using
architectural shade and/or shade trees at full maturity.
e. Connections to/between:
(1) All residential dwellings;
(2) All amenity and active open space areas;
(3) The sidewalk along 16th Street;
(4) The sidewalk along Chipman Road or Chipman Road
alignment;
f. Where utility conflicts exist, the developer shall work with the Planning
and Development Department on alternative design solutions
consistent with a pedestrian environment.
9. The developer shall provide traffic calming measures at all vehicular points of
ingress and/or egress to slow vehicles departing the development and
crossing the public sidewalks, as approved by the Planning and Development
Department.
10. The required landscape setback areas along 16th Street, Chipman Road, and
the alley along the east property line shall be planted with drought-tolerant
trees including minimum 75 percent 2-inch caliper and 25 percent 3-inch
caliper, if the site develops as a residential use, as approved by the Planning
and Development Department.
11. All sidewalks along 16th Street shall be detached with a landscape strip
located between the sidewalk and back of curb following the most recent
Cross Section of the Street Classification Map and planted to the following
standards, 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.
a. Minimum 2-inch caliper large canopy shade trees placed a minimum of
25 feet on center or equivalent groupings to provide shade to a
minimum 75 percent at full maturity.
Page 383
b. Drought tolerant vegetation designed to grow to a maximum mature
height of 24 inches and achieve 75 percent live coverage.
12. The developer shall dedicate 50 feet of right-of-way for the east side of 16th
Street and provide a detached sidewalk as required by Cross Section D, as
approved by the Planning and Development Department.
13. The Developer shall remove the existing driveway along 16th Street and
construct a public street connection for Chipman Road.
14. The developer shall dedicate 25 feet of right-of-way for the north half of
Chipman Road transitioning to a total 50-foot dedication to match the existing
Chipman Road on the east side of the property.
15. The developer shall dedicate 6 feet along the alley on the eastern side of the
development, as approved by the Planning and Development Department.
16. 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.
17. The developer shall record a Notice of Prospective Purchasers of Proximity to
Airport in order to disclose the existence and operational characteristics of
Phoenix Sky Harbor International Airport (PHX) to future owners or tenants of
the property.
18. The developer shall grant and record an avigation easement to the City of
Phoenix for the site, per the content and form prescribed by the City Attorney
prior to final site plan approval.
19. If determined necessary by the Phoenix Archeology Office, the applicant shall
conduct Phase I data testing and submit an archaeological survey report of
the development area for review and approval by the City Archeologist prior
to clearing and grubbing, landscape salvage, and/or grading approval.
20. If Phase I data testing is required, and if, upon review of the results from
Phase I data testing, the City Archeologist, in consultation with a qualified
archeologist, determines such data recovery excavations are necessary, the
applicant shall conduct Phase II archeological data recovery excavations.
21. In the event archeological 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 Archeologist, and allow time for
the Archeology Office to properly assess the materials.
Page 384
22. Prior to preliminary 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 5th day of May, 2021.
________________________________
MAYOR
ATTEST:
____________________________City Clerk
APPROVED AS TO FORM:
____________________________City Attorney
REVIEWED BY:
____________________________City Manager
Exhibits:
A – Legal Description (1 Page)
B – Ordinance Location Map (1 Page)
Page 385
EXHIBIT A
LEGAL DESCRIPTION FOR Z-61-20-8
That portion of the Northwest quarter of Section 27, Township 1 North, Range 3 East of
the Gila and Salt River Base and Meridian, Maricopa County, Arizona, described as
follows:
BEGINNING at a point on the West line of said Northwest quarter of Section 27, from
which the Southwest corner of said Northwest quarter of Section 27 bears South
1254.44 feet and the Northwest corner of said Section 27 bears North 1383.96 feet;
Thence East 616.28 feet;
Thence South 176.71 feet;
Thence West 616.28 feet to a point on the West lien of said Northwest quarter of
Section 27;
Thence North along said West line of the Northwest quarter of Section 27, a distance of
176.71 feet to the POINT OF BEGINNING;
EXCEPT the West 40 feet for road.
Page 386
Page 387
Report
Supporting documents
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Item text
Northeast Corner of 16th Street and Chipman Road (Ordinance G-6847)
Request to amend the Phoenix Zoning Ordinance, Section 601, the Zoning Map of the
R1-6 SPVTABDO, pending C-1 SPVTABDO (Single-Family Residence District, South
Phoenix Village and Target Area B Design Overlay, pending Neighborhood Retail,
South Phoenix Village and Target Area B Design Overlay) and R-5 SPVTABDO,
pending C-1 SPVTABDO (Multifamily Residence District, South Phoenix Village and
Target Area B Design Overlay, pending Neighborhood Retail, South Phoenix Village
and Target Area B Design Overlay) to C-1 DNS/WVR SPVTABDO (Neighborhood
Retail, Density Waiver, South Phoenix Village and Target Area B Design Overlay) to
allow multifamily or single-family residential with a density waiver up to 40 units. This
file is a companion case to Z-61-20-8 and should be heard immediately following.
Summary
Current Zoning: R1-6 SPVTABDO, pending C-1 SPVTABDO and R-5 SPVTABDO,
pending C-1 SPVTABDO
Proposed Zoning: C-1 DNS/WVR SPVTABDO
Acreage: 2.50
Proposed Use: Multifamily or single-family residential with a density waiver up to 40
dwelling units
Owner: Ran Edelman
Applicant: Ran Edelman
Representative: Jon Connelly
Staff Recommendation: Approval, subject to stipulations.
VPC Action: The South Mountain Village Planning Committee heard this case on
March 9, 2021 and recommended a continuance to April 13, 2021, by a vote of 19-0.
PC Action: The Planning Commission heard this case on April 1, 2021 and
recommended approval, per the staff recommendation with an additional stipulation,
by a vote of 9-0.
Page 388
Location
Northeast corner of 16th Street and Chipman Road
Council District: 8
Parcel Address: No address
Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Planning and
Development Department.
Page 389
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 ORDINANCE BY CHANGING THE ZONING DISTRICT
CLASSIFICATION FOR THE PARCEL DESCRIBED HEREIN
(CASE Z-62-20-8) FROM R1-6 SPVTABDO, PENDING C-1
SPVTABDO (SINGLE-FAMILY RESIDENCE DISTRICT, SOUTH
PHOENIX VILLAGE AND TARGET AREA B DESIGN OVERLAY,
PENDING NEIGHBORHOOD RETAIL, SOUTH PHOENIX
VILLAGE AND TARGET AREA B DESIGN OVERLAY) AND R-5
SPVTABDO, PENDING C-1 SPVTABDO (MULTIFAMILY
RESIDENCE DISTRICT, SOUTH PHOENIX VILLAGE AND
TARGET AREA B DESIGN OVERLAY, PENDING
NEIGHBORHOOD RETAIL, SOUTH PHOENIX VILLAGE TARGET
AREA B DESIGN OVERLAY DISTRICT) TO
C-1 DNS/WVR SPVTABDO (NEIGHBORHOOD RETAIL,
DENSITY WAIVER, SOUTH PHOENIX VILLAGE AND TARGET
AREA B DESIGN OVERLAY).
____________
BE IT ORDAINED BY THE COUNCIL OF THE CITY OF PHOENIX, as
follows:
SECTION 1. The zoning of a 2.50-acre site located at northeast corner of
16th Street and Chipman Road in a portion of Section 27, Township 1 North, Range 3
East, as described more specifically in Exhibit “A”, is hereby changed from 1.72 acres of
“R1-6 SPVTABDO, pending C-1 SPVTABDO” (Single-Family Residence District, South
Phoenix Village and Target Area B Design Overlay, pending Neighborhood Retail,
Page 390
South Phoenix Village and Target Area B Design Overlay) and 0.78-acres of “R-5
SPVTABDO, pending C-1 SPVTABDO” (Multifamily Residence District, South Phoenix
Village and Target Area B Design Overlay, pending Neighborhood Retail, South
Phoenix Village Target Area B Design Overlay) to “C-1 DNS/WVR SPVTABDO”
(Neighborhood Retail, Density Waiver, South Phoenix Village and Target Area B Design
Overlay) to allow multifamily or single-family residential with a density waiver up to 40
units.
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 a maximum density of 40 dwelling units.
2. Building elevations shall be developed to the following standards, as approved by
the Planning and Development Department:
a. Building elevations shall contain multiple colors, exterior accent materials
and textural changes that exhibit quality and durability such as brick, stone,
colored textured concrete or stucco, to provide a decorative and aesthetic
treatment.
b. Building elevations adjacent and oriented towards 16th Street and the
south property line, excluding drive aisles, shall contain a minimum of 25
percent brick, masonry, stone or another exterior accent material that
exhibits quality and durability.
c. All building elevations shall contain architectural embellishments and
detailing such as textural changes, pilasters, offsets, recesses, variation in
window size and location, pitched roofs and/or overhang canopies.
3. Building height shall be limited to two stories and 30 feet.
Page 391
4. Individual units shall provide an entryway that is either elevated, depressed or
includes a feature such as a low wall to accentuate the primary entrance, as
approved by the Planning and Development Department.
5. There shall be no balconies on the upper floors of residential dwellings oriented
towards the eastern property line.
6. The development shall provide a minimum 300-square foot ornamental feature
along the northeast corner of 16th Street and Chipman Road or the Chipman
Road alignment to include the following elements, as approved by the Planning
and Development Department:
a. A landscaped accent area, exclusive of perimeter landscaping and right-of-
way, shall be provided. The landscaped accent areas shall provide a
visually unique character with drought-tolerant plant materials providing
seasonal interest and 75 percent live cover.
b. The entry feature shall incorporate elements that may include, but are not
limited to walls, architectural enhancements, art features, natural features
such as boulders or fountains, or other uniquely identifying elements.
c. The entry feature shall utilize accents, colors and materials consistent with
the adjacent development.
d. Where utility conflicts exist, the developer shall work with the Planning and
Development Department on alternative design solutions.
7. All perimeter walls visible from public streets shall include material and textural
differences, such as stucco and/or split face block with a decorative element,
such as tile or stamped designs, as approved by the Planning and Development
Department.
8. The development shall include the following amenities and elements at a
minimum, distributed between the open space area (s), as approved by the
Planning and Development Department:
a. Two barbecue grills and two picnic tables.
b. Community garden areas of no less than a combined 200 square feet that
will include a garden tool library, irrigation, and one bench or seating
feature to enable year-round planting.
c. One pedestrian seating node containing at least one bench or seating
feature and located within close proximity to Chipman Road or Chipman
Road alignment.
Page 392
d. Open space areas shall provide a minimum 50 percent shade, including
amenity and seating areas, and a minimum of 50 percent live vegetative
cover (shrubs, grasses, or groundcover plants).
9. The developer shall provide a system of pedestrian thoroughfares as described
below and as approved or modified by the Planning and Development
Department:
a. The developer shall provide a minimum of one pedestrian path connecting
the sidewalk along 16th Street with residential units along the eastern
property line via the most direct route.
b. Illuminated by pedestrian scale lighting per Section 1304(H)5 for the
pathway connecting the site east to west.
c. Where pedestrian paths and vehicular crossings exist, the pathway shall
be constructed of decorative pavers, stamped or colored concrete, or other
pavement treatments that visually contrasts parking and drive aisle
surfaces. Vehicular crossings shall be kept to a minimum.
d. Pedestrian paths shall be shaded to a minimum of 75 percent using
architectural shade and/or shade trees at full maturity.
e. Connections to/between:
(1) All residential dwellings;
(2) All amenity and active open space areas;
(3) The sidewalk along 16th Street;
(4) The sidewalk along Chipman Road or Chipman Road alignment;
f. Where utility conflicts exist, the developer shall work with the Planning and
Development Department on alternative design solutions consistent with a
pedestrian environment.
10. The developer shall provide traffic calming measures at all vehicular points of
ingress and/or egress to slow vehicles departing the development and crossing
the public sidewalks, as approved by the Planning and Development Department.
11. The required landscape setback areas along 16th Street, Chipman Road, and the
alley along the east property line shall be planted with drought-tolerant trees
including minimum 75 percent 2-inch caliper and 25 percent 3-inch caliper, if the
site develops as a residential use, as approved by the Planning and Development
Department.
Page 393
12. All sidewalks along 16th Street shall be detached with a landscape strip located
between the sidewalk and back of curb following the most recent Cross Section of
the Street Classification Map and planted to the following standards, 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.
a. Minimum 2-inch caliper large canopy shade trees placed a minimum of 25
feet on center or equivalent groupings to provide shade to a minimum 75
percent at full maturity.
b. Drought tolerant vegetation designed to grow to a maximum mature height
of 24 inches and achieve 75 percent live coverage.
13. The developer shall dedicate 50 feet of right-of-way for the east side of 16th
Street and provide a detached sidewalk as required by Cross Section D, as
approved by the Planning and Development Department.
14. The Developer shall remove the existing driveway along 16th Street and construct
a public street connection for Chipman Road.
15. The developer shall dedicate 25 feet of right-of-way for the north half of Chipman
Road transitioning to a total 50-foot dedication to match the existing Chipman
Road on the east side of the property.
16. The developer shall dedicate 6 feet along the alley on the eastern side of the
development, as approved by the Planning and Development Department.
17. 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.
18. The developer shall record a Notice of Prospective Purchasers of Proximity to
Airport in order to disclose the existence and operational characteristics of
Phoenix Sky Harbor International Airport (PHX) to future owners or tenants of the
property.
19. The developer shall grant and record an avigation easement to the City of
Phoenix for the site, per the content and form prescribed by the City Attorney prior
to final site plan approval.
20. If determined necessary by the Phoenix Archeology Office, the applicant shall
conduct Phase I data testing and submit an archaeological survey report of the
development area for review and approval by the City Archeologist prior to
clearing and grubbing, landscape salvage, and/or grading approval.
Page 394
21. If Phase I data testing is required, and if, upon review of the results from Phase I
data testing, the City Archeologist, in consultation with a qualified archeologist,
determines such data recovery excavations are necessary, the applicant shall
conduct Phase II archeological data recovery excavations.
22. In the event archeological 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 Archeologist, and allow time for the
Archeology Office to properly assess the materials.
23. Prior to preliminary 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 5th day of May, 2021.
________________________________
MAYOR
ATTEST:
____________________________City Clerk
APPROVED AS TO FORM:
____________________________City Attorney
REVIEWED BY:
____________________________City Manager
Exhibits:
A – Legal Description (1 Page)
B – Ordinance Location Map (1 Page)
Page 395
EXHIBIT A
LEGAL DESCRIPTION FOR Z-62-20-8
That portion of the Northwest quarter of Section 27, Township 1 North, Range 3 East of
the Gila and Salt River Base and Meridian, Maricopa County, Arizona, described as
follows:
BEGINNING at a point on the West line of said Northwest quarter of Section 27, from
which the Southwest corner of said Northwest quarter of Section 27 bears South
1254.44 feet and the Northwest corner of said Section 27 bears North 1383.96 feet;
Thence East 616.28 feet;
Thence South 176.71 feet;
Thence West 616.28 feet to a point on the West lien of said Northwest quarter of
Section 27;
Thence North along said West line of the Northwest quarter of Section 27, a distance of
176.71 feet to the POINT OF BEGINNING;
EXCEPT the West 40 feet for road.
Page 396
Page 397
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
20-8 - Approximately 340 Feet West of the Southwest Corner of 40th Street and
Southern Avenue (Resolution 21920)
Request to hold a public hearing on the request for the following item to consider
adopting the Planning Commission's recommendation and the related Resolution if
approved. The file is a companion case to Z-35-20-8 and should be heard first,
followed by Z-35-20-8.
Summary
Current Plan Designation: Mixed Use Agricultural
Proposed Plan Designation: Mixed Use Agricultural / Residential 10 to 15 dwelling
units per acre
Acreage: 17.27 acres
Proposed Use: A mix of Mixed Use Agricultural and Residential 10 to 15 dwelling units
per acre.
Owner: John C. Oertle, Jr., Lisa-Kay Oertle-Melancon, Kent C. Oertle, Beth Ann
Hintze, and Jerald A. Hintze
Applicant: Jason Morris, Withey Morris, PLC
Representative: Jason Morris, Withey Morris, PLC
Staff Recommendation: Approval.
VPC Action: The South Mountain Village Planning Committee heard this case on Feb.
9, 2021 and continued the request to the March 9, 2021 meeting, by a vote of 17-0.
The South Mountain Village Planning Committee heard the case again on March 9,
2021 and recommended a denial, by a vote of 11-8.
PC Action: The Planning Commission heard this case on March 4, 2021 and continued
the request to the April 1, 2021 meeting, by a vote of 9-0. The Planning Commission
heard the case again on April 1, 2021 and recommended approval, per the staff
recommendation, by a vote of 6-2.
Location
Approximately 340 feet west of the southwest corner of 40th Street and Southern
Avenue
Page 398
Council District: 8
Parcel Addresses: 6048 S. 40th St.
Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Planning and
Development Department.
Page 399
Attachment A
RESOLUTION
A RESOLUTION ADOPTING AN AMENDMENT TO THE 2015
GENERAL PLAN FOR PHOENIX, APPLICATION GPA-SM-1-20-8,
CHANGING THE LAND USE CLASSIFICATION FOR THE
PARCEL DESCRIBED HEREIN.
____________
BE IT RESOLVED BY THE COUNCIL OF THE CITY OF PHOENIX, as
follows:
SECTION 1. The 2015 Phoenix General Plan, which was adopted by
Resolution 21307, is hereby amended by adopting GPA-SM-1-20-8. The 17.27 acres
of property located approximately 340 feet west of the southwest corner of 40th Street
and Southern Avenue is designated as Mixed Use Agricultural.
SECTON 2. The Planning and Development Director is instructed to
modify the 2015 Phoenix General Plan to reflect this land use classification change as
shown below:
Page 400
PASSED by the Council of the City of Phoenix this 5th day of May 2021.
MAYOR
ATTEST:
____________________________
Denise Archibald, City Clerk
Page 401
APPROVED AS TO FORM:
Cris Meyer, City Attorney
By:___________________________
___________________________
REVIEWED BY:
______________________________
Ed Zuercher, City Manager
PL:tml:LF20-3300:5-5-21:2231057v1
Page 402
Attachment B
GENERAL PLAN AMENDMENT
STAFF ANALYSIS
February 3, 2021
Application: GPA-SM-1-20-8
Applicant: Jason Morris, Withey Morris PLC
Owner: John C. Oertle, Jr., Lisa-Kay Oertle-Melancon, Kent
C. Oertle, Beth O. and Jerald A. Hintze
Representative: Jason Morris, Withey Morris PLC
Location: Approximately 340 feet west of the southwest corner
of 40th Street and Southern Avenue
Acreage: 17.27 acres
Current Plan Designation: Mixed Use Agricultural (17.27 acres)
Requested Plan Designation: Mixed Use Agricultural and Residential 10 to 15
dwelling units per acre (17.27 acres)
Reason for Requested Change: Map Amendment to a mix of Mixed Use Agricultural
and Residential 10 to 15 dwelling units per acre
South Mountain Village Planning
Committee Date: February 9, 2021
Staff Recommendation: Approval
FINDINGS:
1) The subject site exceeds 10 acres, which requires a minor General Plan
Amendment to the Land Use Map.
2) The proposed General Plan Land Use Map designation of Residential 10 to 15
dwelling units per acre and Mixed Use Agricultural is compatible with the
surrounding land use pattern and the proposed standards within the
Development Narrative of the companion PUD case, Z-35-20-8.
Page 403
Staff Analysis
GPA-SM-1-20-8
Page 2
3) The subject site is immediately adjacent to two arterial streets, 40th Street and
Southern Avenue, that serve as major transportation corridors for this part of the
city.
4) The proposal will allow for additional housing choices at the intersection of two
arterial streets. The companion PUD includes standards that ensure consistency
in scale and character as well as appropriate transitions for adjacent single-family
zoned property.
BACKGROUND
The subject site is located approximately 340 feet west of the southwest corner of 40th
Street and Southern Avenue and is presently vacant. The companion Rezoning Case
Z-35-20-8 is requesting to rezone the subject site from 10.02 acres of S-1 BAOD
(Ranch or Farm Residence, Baseline Area Overlay District) and 7.25 acres of C-2
BAOD (Intermediate Commercial, Baseline Area Overlay District) to 17.27 acres of PUD
BAOD (Planned Unit Development, Baseline Area Overlay District) to allow residential
(including multifamily) and other uses permitted in the MUA Zoning District. The
development, as proposed by the applicant, would allow a density up to 11.2 dwelling
units per gross acre. The site is located near the intersection of two arterial streets and
will provide additional housing choices along this transportation corridor that connects to
Interstate 10 to the east and the future light rail further to the west.
In 1997, the City of Phoenix adopted the Baseline Area Master Plan (BAMP), a non-
regulatory area plan, that addresses the existing conditions of the plan area, articulates
a vision for the future and offers a series of implementation strategies to achieve the
community’s vision for the area. One of the implementation strategies contained in the
plan was the creation of a mixed use agricultural district with development standards
that addressed agriculturally based land uses and deep setbacks. The PUD
development narrative, under case Z-35-20-8, integrates development standards and
design guidelines that embody the adopted MUA Zoning District within the Phoenix
Zoning Ordinance, thereby providing consistency with portions of the BAMP. The PUD
development narrative primarily adheres to the MUA Zoning District building and
landscape standards along perimeter arterial streets where this development will be
most visible. Other design guidelines from the BAMP have been incorporated to
address perimeter parking standards. Furthermore, the standards in the Baseline Area
Overlay District (BAOD), a regulatory overlay district which also emerged from the
BAMP, are being met or exceeded in the Development Narrative.
In 1997, the City of Phoenix approved the Mixed Use Agricultural land use designation
under case GPA-SM-2-96-6-8, which designated the subject site as Mixed Use
Agricultural based on guidance from the Baseline Area Master Plan. The Mixed Use
Agricultural General Plan land use designation is intended to be coupled with the MUA
Zoning District per the Zoning Ordinance. Since the proposed density for the multifamily
use is not consistent with the existing Phoenix General Plan Land Use designation of
Page 404
Staff Analysis
GPA-SM-1-20-8
Page 3
Mixed Use Agricultural as the MUA Zoning District permits a maximum density of two
dwelling units per acre, therefore a General Plan amendment to allow increased density
is needed. This proposed General Plan amendment case would change the land use
designation to a mix of Residential 10 to 15 dwelling units per acre and Mixed Use
Agricultural on the subject site, if approved.
This General Plan Amendment, along with the development standards prescribed in
PUD case Z-35-20-8, will allow for a land use map designation that is consistent with
the character of the area where agricultural and low-density land uses exist. This
general plan land use amendment will allow for an appropriate transition between the
existing land use designations in the area of 0 to 1 dwelling units per acre and
Commerce/Business Park land use designations north of Southern Avenue. The land
use map designation, as requested, would further diversify the land uses in this part of
the South Mountain Village in a manner consistent with development patterns based on
the existing zoning and general plan land use map designations in the general area.
SURROUNDING LAND USES
The proposed general plan land use amendment is located in the eastern portion of the
South Mountain Village generally bounded by Southern Avenue to the north, 40th Street
to the east, 39th Street to the west and Saint Catherine Avenue to the south. North of
the site, the General Plan Land Use Map designation is Mixed Use Agricultural (directly
abutting) and Commerce/Business Park across Southern Avenue with some vacant
land and commercial development zoned S-1 (Ranch or Farm Residence District), R-3
SP (Miltifamily Residenc District with a Special Permit), C-1 SP (Neigbor Retail District
with a Special Permit), and C-1. The special permit is for a child care center.
Existing General Plan Land Use Map, Source: City of Phoenix Planning and Development Department
Page 405
Staff Analysis
GPA-SM-1-20-8
Page 4
South of the subject site is the Heard Ranch community where properties are
designated as Residential 0 to 1 dwelling units per acre. These properties are zoned
RE-43 (One-Family Residence District) and are developed with large lot single-family
homes.
West of the property are two large properties designated Mixed Use Agricultural.
Properties west of the site are zoned MUA and S-1 SP, and are used for a plant nursery
and mostly vacant land which has a special permit for a radio tower and transmitter
building.
East of the subject site, the General Plan Land Use Map has designated properties as
Residential 3.5 to 5 dwelling units per acre and commercial. These properties are
developed with single-family homes and commerce park/office, zoned R1-6 (Single-
Family Residence District) and Industrial Park District.
RELATIONSHIP TO GENERAL PLAN CORE VALUES AND PRINCIPLES
CONNECT PEOPLE AND PLACES
• CONNECT PEOPLE AND PLACES CORE VALUE; OPPORTUNITY SITES;
LAND USE PRINCIPLE: Promote and encourage compatible development
and redevelopment with a mix of housing types in neighborhoods close to
employment centers, commercial areas, and where transit or transportation
alternatives exist.
The proposal would allow development of housing product that provides a
transition from a single-family residential subdivision to the south and commercial
uses to the north. The proposal will allow for additional residential development
that is appropriately located at the intersection of two arterial streets that offer
alternative transportation options connecting to the Interstate 10 freeway and
future light rail corridor further to the west.
CELEBRATE OUR DIVERSE COMMUNITIES AND NEIGHBORHOODS
• CELEBRATE OUR DIVERSE COMMUNITIES AND NEIGHBORHOODS CORE
VALUE; CERTAINTY AND CHARACTER; DESIGN PRINCIPLE: Require
appropriate transitions/buffers between neighborhoods and adjacent uses.
Uses in the surrounding area consist of residential, commercial and agricultural
uses. The proposed development is consistent in scale and character with the
surrounding uses and will provide an appropriate transition between commercial
uses along Southern Avenue and single-family residential to the south of the
subject site. The proposed Development Narrative of concurrent case Z-35-20-8,
incorporates height restrictions, increased perimeter building and landscape
setbacks and design guidelines that promote an agricultural environment, which
will also help mitigate impacts on adjacent residential properties.
Page 406
Staff Analysis
GPA-SM-1-20-8
Page 5
• CELEBRATE OUR DIVERSE COMMUNITIES AND NEIGHBORHOODS CORE
VALUE; HEALTHY NEIGHBORHOODS; LAND USE PRINCIPLE: Promote the
growth of urban agriculture throughout Phoenix.
The proposed development will promote urban agriculture via a community
garden, tool library and pop-up produce stand amenities, shall the site develop
as multifamily, to improve food security and the health of residents. Plant species
found in the BAMP and MUA Zoning District plant lists which have edible
applications may be utilized in the required landscape areas per the
Development Narrative of Z-35-20-8 to further promote food security in the area.
• CELEBRATE OUR DIVERSE COMMUNITIES AND NEIGHBORHOODS CORE
VALUE; DIVERSE NEIGHBORHOODS; LAND USE PRINCIPLE: Include a
mix of housing types and densities where appropriate within each village
that support a broad range of lifestyles.
Approval of the request will allow the introduction of diverse housing
opportunities compatible with the surrounding land use patterns. Furthermore,
the proposed development will help to provide housing for a broader range of
lifestyles in an area where the housing type is predominantly single-family.
CONCLUSION AND RECOMMENDATION
The staff recommendation for GPA-SM-1-20-8 is to approve as filed, and approve as a
mix of Residential 10 to 15 dwelling units per acre and Mixed Use Agricultural. The
proposed land use map designation is consistent in scale and character with existing
land uses in the surrounding area. The subject site is located near the intersection of
two arterial streets that serve as a major transportation route, connecting residents in
the area to the Interstate 10 freeway and the future light rail corridor further to the west.
The Development Narrative included with the concurrent PUD case Z-35-20-8 will
provide compatibility and consistency with the land use pattern in the surrounding area
by incorporating development standards and guidelines that will preserve the agrarian
history of the area. Approval of the request, with concurrent PUD case Z-35-20-8, will
support the development of this vacant property with uses that are compatible with the
land use designations and zoning districts in the general area.
Writer
Enrique Bojórquez-Gaxiola
February 3, 2021
Team Leader
Samantha Keating
Exhibits
Sketch Maps (2 pages)
Page 407
GENERAL PLAN AMENDMENT
CITY OF PHOENIX X PLANNING & DEVELOPMENT DEPARTMENT X 200 W WASHINGTON ST X PHOENIX, AZ X 85003X (602) 262-6882
APPLICATION NO: GPA-SM-1-20-8_BW ACRES: 17.27 +/-
VILLAGE: South Mountain COUNCIL DISTRICT: 8
APPLICANT: Withey Morris, PLC / Jason Morris
EXISTING:
Mixed Use Agricultural ( 17.27 +/- Acres)
SOUTHERN AVE
Proposed Change Area
40TH ST
Residential 0 to 1 du/acre
Residential 3.5 to 5 du/acre
Commercial
Commerce / Business Park
Mixed Use Agricultural
PROPOSED CHANGE:
Mixed Use Agricultural &/ Residential
10-15 du/ac ( 17.27 +/- Acres)
SOUTHERN AVE
Proposed Change Area 40TH ST
Mixed Use Agricultural &/ Residential 10-15 du/ac
Page 408
GENERAL PLAN AMENDMENT
CITY OF PHOENIX X PLANNING & DEVELOPMENT DEPARTMENT X 200 W WASHINGTON ST X PHOENIX, AZ X 85003X (602) 262-6882
APPLICATION NO: GPA-SM-1-20-8 ACRES: 17.27 +/-
VILLAGE: South Mountain COUNCIL DISTRICT: 8
APPLICANT: Withey Morris, PLC / Jason Morris
EXISTING:
Mixed Use Agricultural ( 17.27 +/- Acres)
SOUTHERN AVE
40TH ST
Proposed Change Area
Residential 0 to 1 du/ac
Residential 3.5 to 5 du/ac
Commercial
Mixed Use Agricultural
Commerce / Business Park
PROPOSED CHANGE:
Mixed Use Agricultural &/ Residential
10-15 du/ac ( 17.27 +/- Acres)
SOUTHERN AVE
Proposed Change Area 40TH ST
Mixed Use Agricultural /& Residential 10-15 du/ac
Page 409
Attachment C
Village Planning Committee Meeting Summary
GPA-SM-1-20-8
Date of VPC Meeting February 9, 2021
Request To amend the General Plan Land Use Designation on
approximately 17.27 acres from Mixed Use Agricultural to
Mixed Use Agricultural and Residential 10-15 du/acre.
Proposed Use Residential (including multifamily) and other permitted
uses in the Mixed Use Agricultural District.
Location Approximately 340 feet west of the southwest corner of
40th Street and Southern Avenue
VPC Recommendation Continuance to March 9, 2021 meeting
VPC Vote 17-0; None in dissent.
VPC DISCUSSION & RECOMMENDED STIPULATIONS:
Agenda items 8 and 9 were heard together an moved up in the agenda to be
discussed out of order.
8) GPA-SM-1-20-8 (Companion Case Z-35-20-8): Presentation, discussion and
possible recommendation on a request to amend the General Plan Land Use Map
Designation on approximately 17.27 acres located approximately 340 feet west of
the southwest corner of 40th Street and Southern Avenue from Mixed Use
Agricultural to Mixed Use Agricultural and Residential 10 to 15 dwelling units per
acre to allow residential (including multifamily) and other permitted uses in the Mixed
Use Agricultural Zoning District.
9) Z-35-20-8 (Companion Case GPA-SM-1-20-8): Presentation, discussion, and
possible recommendation regarding a request to rezone approximately 17.27 acres
located approximately 340 feet west of the southwest corner of 40th Street and
Southern Avenue from S-1 BAOD (Ranch or Farm Residence District, Baseline
Area Overlay District) and C-2 BAOD (Intermediate Commercial District, Baseline
Area Overlay District) to PUD BAOD (Planned Unit Development, Baseline Area
Overlay District) to allow residential (including multifamily) and other permitted uses
in the Mixed Use Agricultural Zoning District.
29 requests to speak from members of the public were received regarding these
two cases. 10 members in opposition and 19 members of the public in support.
Page 410
Mr. Jason Morris, applicant, introduced himself and requested a continuance to
the March 9, 2021 meeting date on agenda items 8 and 9 to allow for further
discussion with community members on the proposed project.
Marcia Busching stated that she drafted stipulations regarding the proposal in an
attempt to seek compromise and discussed the continuance on the two cases. She
would be happy to be involved in future meetings with the community.
Chairwoman Trites has just spoken with Councilman Garcia’s office and he will be
helping to coordinate a meeting. Anyone who is interested in participating in this
meeting, please contact the South Mountain Village Planner. She then asked for a
motion, to be followed by public comments.
MOTION – GPA-SM-1-20-8
Mr. Holmerud made a motion to continue case GPA-SM-1-20-8 to the March 9,
2021 meeting. Ms. Shepard seconded the motion.
VOTE:
17-0 Motion passes; None in dissent.
MOTION – Z-35-20-8
Ms. Shepard made a motion to continue case Z-35-20-8 to the March 9, 2021
meeting. Mr. Holmerud seconded the motion.
VOTE:
17-0 Motion passes; None in dissent.
Trent Marchuk, community member, introduced himself and discussed working
toward a shared vision for the future. The neighbors have a lot of energy and sees
a path forward, noting that the city has kept the neighborhood compliant with the
General Plan. Somos Build BAM is a pro-development resident collective that has
supported 4 cases in the recent past. The BAMP gives a guide and looks forward to
working with the applicant. The neighbors have worked with projects in the past and
he appreciates the opportunity.
Patty McKinstry, community member, discussed the neighborhood demographics
and appreciates the opportunity to work with the applicant.
Fabiola Marquez, community member, appreciates the continuance of these cases
by the applicant.
All other community members who registered to speak were not connected or
unavailable to speak on these two cases.
Page 411
STAFF COMMENTS REGARDING VPC RECOMMENDATION & STIPULATIONS:
None.
Page 412
Village Planning Committee Meeting Summary
GPA-SM-1-20-8
Date of VPC Meeting March 9, 2021
February 9, 2021(Continued to March 9, 2021)
Request To amend the General Plan Land Use Designation on
approximately 17.27 acres from Mixed Use Agricultural to
Mixed Use Agricultural and Residential 10-15 du/acre.
Proposed Use Residential (including multifamily) and other permitted
uses in the Mixed Use Agricultural District.
Location Approximately 340 feet west of the southwest corner of
40th Street and Southern Avenue
VPC Recommendation Denial
VPC Vote 11-8; Matthew Aguilar, Kassandra Alvarez, George
Brooks, Lee Coleman, Joseph Larios, Fatima Said, Muriel
Smith and Jennifer Tunning in dissent.
VPC DISCUSSION & RECOMMENDED STIPULATIONS:
56 requests to speak from members of the public were received regarding these
two cases. 25 members in opposition and 31 members of the public in support.
Mr. Enrique Bojorquez, staff, introduced himself and provided a joint presentation
on these two cases. He discussed the location plus context of the site, modern
history of the area, gave an overview of the Baseline Area Master Plan (BAMP),
Mixed Use Agricultural (MUA) zoning district and Baseline Area Overlay District
(BAOD). He discussed the 2015 General Plan and other policy documents, followed
by describing transportation, shopping, educational and recreation opportunities in
the area. The existing and requested general plan land use designations under
case GPA-SM-1-20-8 were discussed, in addition to the proposed PUD BAOD
zoning requested. A summary of the Sanctuary at South Mountain PUD under case
Z-35-20-8 was provided, including permitted uses, site plan elements, access and
circulation, open space, and conceptual building elevations. He concluded the
presentation by providing a staff recommendation on both cases and describing the
proposed stipulations for case Z-35-20-8, as presented in the staff report.
Mr. Jason Morris, with Withey Morris, introduced himself as the applicant and
discussed the subject site, including the site selection. He discussed the existing
Page 413
uses and zoning along the intersection of 40th Street and Southern Avenue. An
overview of the zoning history of the property and MUA land use designation plus
context was provided. He discussed the proposed site plan, noting changes done
after the initial submittal of the PUD case. He discussed the general plan
amendment request and referenced the Phoenix General Plan. It was noted that 3
residential units would be provided as part of the project limited to 50 percent rent
for single-parents, medical workers, formerly incarcerated individuals and teachers
in the South Mountain area. The waiving of application fees for those that live and
work in the South Mountain Village, plus alternatives to traditional background
checks would be offered to potential renters. The Housing Phoenix Plan was
discussed, then noting support for these cases. He concluded by providing an
overview of community outreach efforts conducted and addressed some of the
concerns raised to the proposal.
Tamala Daniels loves the look and feel of the project but feels that this location is
not appropriate for the area.
Marcia Busching asked if the applicant was willing to stipulate or add to the PUD
the housing elements described in the presentation pertaining to rent caps, fee
waivers and alternative background checks.
Mr. Morris agreed with adding these as stipulations to the proposal.
Mr. Bojorquez, staff, noted that unfortunately these housing elements cannot be
enforced by the city of Phoenix as stipulations part of the PUD case.
Gene Holmerud asked why the land zoned S-1 to the southwest of the site is not
part of this development.
Mr. Morris responded that this land is not controlled by his client at the moment.
Greg Brownell asked the following questions:
• If this property was actually MUA, why would a general plan amendment be
needed?
• Why not develop the existing site under the existing zoning and why not work
with the community?
• Why not develop the existing land use envisioned by the general plan here?
Mr. Morris discussed the community outreach conducted and the meetings held
with Councilman Garcia and the community. He discussed the proposal by the
Bartlett Heard community shared with him.
Shelly Smith discussed the location of the site and asked why the site needs to be
buffered from adjacent uses and existing neighborhoods.
Page 414
Mr. Morris discussed an example of a similar community in the Tramonto PCD.
Twanna Ray asked for clarification on the number of units subject to the proposed
reduced rent.
Mr. Morris answered that 3 units would qualify for the reduced rent in all of the
development.
Trent Marchuk asked the following questions:
• What specific Phoenix Housing Policy Initiative(s) does this project advance?
• Can you confirm the 251 signatures submitted in support are legitimate?
Mr. Morris responded that the project brings housing that is affordable to the area
and confirmed the information submitted to the committee was accurate.
Trent Marchuk responded that the City of Phoenix represented to the residents
that no specific Phoenix Housing Policy Initiative is advanced through this project,
referencing an email dated Dec 17, 2020.
Matthew Aguilar asked for a clarification on the presentation provided.
Chairwoman Trites opened the public comment portion of the meeting.
22 members of the public in opposition to these cases donated time to Patty
McKinstry to speak on their behalf. One member of the public donated time to
Robert Underwood to speak in opposition to these cases on his behalf. One
member of the public, Bereket Gebre, did not register to speak in opposition ahead
of the meeting but provided comments during the meeting.
Patty McKinstry, property owner in the area, introduced herself and asked to
provide a presentation to the committee. She mentioned that Somos Build BAM is a
pro-development neighborhood collective, listing the number of projects supported
in the recent past. She discussed the number of signatures gather in opposition to
these two cases from both the South Mountain and Laveen Villages. Three main
unresolved concerns remain with the proposal pertaining to density, density
transition and precedent to the Baseline Area Master Plan. The Bartlett Heard
Ranch Estates neighborhood is racially diverse, representing in its households five
different races. She concluded by stating that the proposed general plan
amendment needs to stop.
Robert Underwood, property owner and business owner in the area, introduced
himself and discussed the statements made by Mr. Jason Morris, history of the site
and the existing zoning. He opposes an increase in density as proposed as he lives
and works in the area. This proposal would hurt the quality of life in the area and
Page 415
will affect his business. He is pro-development and discussed the proposal, asking
the committee to recommend a denial of the cases.
Clottee Hammons introduced herself and discussed the history of South Phoenix
and Arizona. She discussed solutions to end homelessness and the history of the
area.
Bereket Gebre, landowner in the area, is in opposition to the project and does not
see or perceive racism in the area. The landowner does not have the amount of
support claimed during their presentation.
31 members of the public requested to speak in support.
Shawnece Gains introduced herself, she lives in the area and likes that new
opportunities will be available for young adults thus she supports the project.
Joe Angel Solozario introduced himself and discussed the property along with
new housing plus business opportunities in the area.
Kelly Kwok supports this project due to equitable housing proposed.
April McCue supports project as it involved the community and engaged with
minority groups, waiving application fees and including some reduced rent for units.
She discussed the link between homeless and incarceration, asking for an approval
of the project.
Vanessa DiCarlo discussed criminalization, urban revitalization pricing people out
of areas and racial disparities in the population.
Jisso Kim supports the project due to affordability levels proposed. We should be
lucky to bring this proposal to life. Discussed issues faced by underserved
populations. Put people over property and approve this project.
Camille Johnson has family who lives in South Phoenix and discussed
gentrification history of the area including redlining and displacement of residents.
South Phoenix was created by “white people” who did not want the “wrong-kind of
people” in the neighborhoods much like the opposition. She supports this proposed
development.
Karen Olson supports the project and discussed the benefits of the proposal.
B Thoi discussed current social issues and the need for safe and stable housing to
help address homelessness. The issues raised by the opposition were addressed
and supports this proposal.
Page 416
Anesia Groves grew up in South Phoenix and discussed incarceration and housing
displacement issues. She was unable to move back into her neighborhood after
leaving years ago. She supports the proposed development due to the concessions
made by the applicant. South Phoenix is a point of pride, and she does not want to
hear white or black committee members tell her where she can live.
Chairwoman Trites asked Ms. Groves to keep her comments respectful.
Analise Ortiz supports the project and discussed formerly incarcerated plus
homeless-related issues. The community needs more similar projects.
Helen Mendizabal supports the project and discussed formerly incarcerated
issues.
Greg Linaman has a business in the area and 110 employees who live across the
valley and could benefit by relocating nearby. He discussed the history of land
development in the area, cost of land and concerns with the project. He mentioned
that there is a housing crisis and there is a need for more housing units, thus
supports the development.
Hana Heman discussed historical segregation patterns in Phoenix supported by
policies. This development will help break the violence of housing segregation. This
project should be a model for other developments. Supports the project due to
housing opportunities it provides and disagrees with the concerns from the
opposition. The committee Chair ran the meeting unfairly, bending the rules for
white supremacists. The supporters of this case were not given the same
opportunity to provide a presentation as those in opposition were.
Ryan Boyd, with Urban Phoenix Project, supports the project as it is appropriate
and significant for the area.
Ronnie Wollenzier supports the project as it promotes desegregation and
decriminalization. He discussed shelter needs and policies related to
homelessness.
Richard Crews, with the Human Services Campus, discussed the history of
segregation in the city and housing segregation of minority populations. If “white
people” were to be living in this project, there would be no issue. Racism is about
bias enacted through policy and hopes that committee members will not be agents
of white supremacy.
Tremikus Muhammad discussed housing segregation in place and the need for
housing units in Phoenix. There is a racist mindset against this project. He supports
this project and addressed the statements by the opposition.
Page 417
Beth Hintze is the owner of the land and stated that this project addresses housing
needs. She discussed the history of the site pertaining to citrus trees, previous PUD
proposals on this land that were subsequently withdrawn or did not move forward.
Rafael Delgado, Felicia Castro, Denstiny Gaines, Maya Dobbs, Ruth Pina, Leticia
Gonzales, Ariana Fernandez, Brandon Valentin, Paris Moore, Naqiy McMullen and
Grace Logan registered to speak in support of these two cases but were not
connected during the meeting or could not be identified by staff.
Committee member Martin Hayime Monge Kotake left the meeting at 9:30pm
bringing the quorum to 19 members.
Mr. Morris stated that the applicant has earned the support and the project can
make the South Mountain Village a little better. He referenced the staff
recommendation of approval and community support for this project.
Matthew Aguilar stated that there were some disrespectful behaviors or comments
during the meeting. He discussed the general plan elements of Health, Prosperity
and Environment, plus addressed housing and health needs.
Kassandra Alvarez stated that the developer tried to work with the opposition, and
he addressed everything that was asked for including working with the community.
Greg Brownell stated that the housing data provided by the city before the meeting
tonight shows a partial reality of the South Mountain Village. This project is not
affordable development and discussed the historical representation of the area and
broader village issues.
Marcia Busching stated that the location of the project is a big deal. She discussed
the appropriateness of the site and another site in the vicinity of similar
characteristics. The enforcement of voluntary fee waivers and rent caps is an issue
as well.
Lee Coleman agrees with Marcia’s comments and the applicant’s voluntary
commitments as part of the proposal.
Amelia Garcia thanked the developers and will support the project if it develops as
proposed.
Gene Holmerud agrees with Lee’s comments.
Joseph Larios addressed racial disparities and how every development addresses
these concerns on housing. He asked the applicant whether they would be willing to
stipulate these voluntary restrictions related to housing as part of the zoning case.
Page 418
Mr. Morris responded that they would be willing to stipulate these voluntary
stipulations and intends to have a private agreement to enforce these.
Trent Marchuk discussed the Ethics Handbook and he has no conflict of interest
voting on this project. He discussed the main concerns of the neighborhood to this
project as pertaining to the density, density transition, and the precedent to the
General Plan. The applicant has introduced an artificial polemic and
misrepresented the opposition to galvanize rather than work with the neighbors.
The adjacent neighborhood is pro-development and has made concessions in their
negotiation position willing to creatively density beyond the legal hard zoning, while
the applicant has remained intractable. An email dated February 4, 2021 provides
an analysis of the 251 support signatures submitted by the applicant which were
found to contain multiple discrepancies, including one purported forgery and other
documented misrepresentations. The existing stipulations on the C-2 zoned portion
of the site preclude residential development, while any change to those stipulations
must be discussed by the South Mountain Village Planning Committee. This project
is not affordable housing and nearby comparable units go for a 20-percent premium
over average rent within a two mile radius. A broker who regularly lends to this
product type classified this specific proposal as “predatory development”.
Twanna Ray discussed her background and the 3 residential units proposed by the
applicant as few in comparison to the community needs. Other developments were
discussed.
Fatima Said discussed the general plan analysis and benefits of the project. She
disagrees with some of the comments shared by some committee members.
Kay Shepard asked that the site location be considered and whether the zoning is
also appropriate here. She does not support the project due to the location.
Muriel Smith will support the project but will keep an eye-out to ensure an
implementation of the voluntary housing elements proposed by the applicant.
Shelly Smith addressed diversity in South Phoenix and the potential for renters in
this community to be out-of-state.
Jennifer Tunning discussed other projects in the Village and the benefits of the
voluntary stipulations proposed by the applicant.
Emma Viera agrees with some of the comments made but would like to hear from
the most-affected residents and asked for the rental rates. She sees a lot of families
facing eviction in the community and is concerned about housing.
Hannah Bleam, with Withey Morris, responded that the development is not
affordable housing per HUD standards, but is market-rate for the area.
Page 419
Tamala Daniels lives in South Phoenix and her family has history there. She
supports a mix of housing types and discussed issues with the Federal Housing
Act. She does not support the project due to the location.
Patti Trites discussed her background and agrees with some of the comments
made by Marcia Busching and Tamala Daniels. She has talked with residents in the
area about these two cases.
Matthew Aguilar disagrees with some of the comments made by some committee
members and referenced comments made by Clottee Hammons. Discussed issues
with finding available affordable housing and believes that Greg Brownell should no
longer serve in the South Mountain VPC. Does not agree with the appointment of
Trent Marchuk made by Council District 6 to the South Mountain VPC.
Twanna Ray attended some of the meetings hosted by Council District 8 with the
applicant and the community. Does not feel that the applicant worked with the
community on this proposal.
Trent Marchuk discussed his involvement with the community and his appointment
by Council District 6 to the South Mountain VPC. He plans to participate in future
meeting as a community member not a member of the South Mountain Village
Planning Committee.
Chairwoman Trites asked for a motion and a second on both cases.
MOTION – GPA-SM-1-20-8
Ms. Busching made a motion to deny case GPA-SM-1-20-8. Lee Coleman
seconded the motion.
VOTE:
11-8 Motion passes; Matthew Aguilar, Kassandra Alvarez, George Brooks,
Amelia Garcia, Joseph Larios, Fatima Said, Muriel Smith, and Jennifer Tunning
in dissent.
MOTION – Z-35-20-8
Ms. Busching made a motion to deny case Z-35-20-8. Mr. Holmerud seconded
the motion.
VOTE:
12-7 Motion passes; Matthew Aguilar, Kassandra Alvarez, George Brooks,
Amelia Garcia, Joseph Larios, Fatima Said, and Jennifer Tunning in dissent.
STAFF COMMENTS REGARDING VPC RECOMMENDATION & STIPULATIONS:
None.
Page 420
Attachment D
REPORT OF PLANNING COMMISSION ACTION
March 4, 2021
ITEM NO: 7
DISTRICT NO.: 8
SUBJECT:
Application #: GPA-SM-1-20-8 (Companion Case Z-35-20-8)
Location: Approximately 340 feet west of the southwest corner of 40th Street
and Southern Avenue
From: Mixed Use Agricultural
To: Mixed Use Agricultural / Residential 10 to 15 dwelling units per acre
Acreage: 17.27
Proposal: A mix of Mixed Use Agricultural and Residential 10 to 15 dwelling
units per acre.
Applicant: Jason Morris, Withey Morris, PLC
Owner: John C. Oertle, Jr.; Lisa Kay Oertle-Mel, et al
Representative: Jason Morris, Withey Morris, PLC
ACTIONS:
Staff Recommendation: Approval.
Village Planning Committee (VPC) Recommendation:
South Mountain 2/9/2021 Continued. Vote: 17-0.
South Mountain 3/9/2021 Pending.
Planning Commission Recommendation: Continuance to the April 1, 2021 Planning
Commission Hearing, without fee.
Motion Discussion: N/A
Motion details: Commissioner Howard made MOTION to continue GPA-SM-1-20-8 to
the April 1, 2021 Planning Commission hearing, without fee.
Maker: Howard
Second: Johnson
Vote:9-0
Absent: None
Opposition Present: No
Findings: Continuance granted to allow the Village Planning Committee to provide a
recommendation.
This publication can be made available in alternate format upon request. Please contact
Tamra Ingersoll at (602) 534-6648, TTY use 7-1-1.
Page 421
REPORT OF PLANNING COMMISSION ACTION
April 1, 2021
ITEM NO: 5
DISTRICT NO.: 8
SUBJECT:
Application #: GPA-SM-1-20-8 (Companion Case Z-35-20-8)
Location: Approximately 340 feet west of the southwest corner of 40th Street
and Southern Avenue
From: Mixed Use Agricultural
To: Mixed Use Agricultural/Residential 10-15 dwelling units per acre
Acreage: 17.27
Proposal: A mix of Mixed Use Agricultural and Residential 10 to 15 dwelling
units per acre.
Applicant: Jason Morris, Withey Morris, PLC
Owner: John C. Oertle, Jr.; Lisa Kay Oertle-Mel, et al.
Representative: Jason Morris, Withey Morris, PLC
ACTIONS:
Staff Recommendation: Approval.
Village Planning Committee (VPC) Recommendation:
South Mountain 2/9/2021 Continued. Vote: 17-0.
South Mountain 3/9/2021 Denial. Vote: 11-8.
Planning Commission Recommendation: Approval, per the recommendation in the staff
report.
Motion Discussion: Commissioner Busching made a MOTION to deny GPA-SM-1-20-8,
per the South Mountain Village Committee recommendation. Commissioner Gaynor
made a second to the MOTION. Chairperson Shank asked for a vote. The vote failed
with a 2 to 6 vote. Commissioner Howard then made a MOTION to approve GPA-SM-1-
20-8, per the recommendation in the staff report.
Motion details: Commissioner Howard made a MOTION to approve GPA-SM-1-20-8, per
the recommendation in the staff report.
Maker: Howard
Second: Gorraiz
Vote: 6-2
Absent: Johnson
Opposition Present: Yes
Findings:
1. The subject site exceeds 10 acres, which requires a minor General Plan
Amendment to the Land Use Map.
Page 422
2. The proposed General Plan Land Use Map designation of Residential 10 to 15
dwelling units per acre and Mixed Use Agricultural is compatible with the
surrounding land use pattern and the proposed standards within the
Development Narrative of the companion PUD case, Z-35-20-8.
3. The subject site is immediately adjacent to two aerial streets, 40th Street and
Southern Avenue, that serve as major transportation corridors for this part o the
city.
4. The proposal will allow for additional housing choices at the intersection of two
arterial streets. The companion PUD includes standards that ensure
consistency in scale and character as well as appropriate transitions for
adjacent single-family zoned property.
This publication can be made available in alternate format upon request. Please contact
Tamra Ingersoll at (602) 534-6648, TTY use 7-1-1.
Page 423
Attachment E
CITY OF PHOENIX
PLANNING AND DEVELOPMENT DEPARTMENT
FORM TO REQUEST PC to CC
I HEREBY REQUEST THAT THE CC HOLD A PUBLIC HEARING ON: May 5, 2021
APPLICATION NO/ Z-35-20-8 (SIGNATURE ON ORIGINAL IN FILE)
LOCATION: (Companion Case opposition x applicant
GPA-SM-1-20-8)
(Sanctuary at South
Mountain PUD)
Approximately 340
feet west of the
southwest corner of
40th Street and
Southern Avenue
APPEALED FROM: PC 4/1/2021 3731 East Saint Anne Avenue
Phoenix, AZ 85042
PC DATE STREET/ADDRESS/CITY/STATE/ZIP
TO PC/CC CC 5/6/2021 Trent C. Marchuk
HEARING: 602-499-9594
trentchristopher@gmail.com
CC DATE NAME / PHONE / EMAIL
REASON FOR REQUEST:
Multiple unresolved concerns regarding the complexity of the location that have yet to be
addressed in the applicant’s narrative nor in the site plan, which the City Planning Department
has referred to multiple times as unreliable itself (site plan reference). Ninety-five percent (95%)
of neighbors, represents 135+ adjacent and contiguous acres do not agree with the proposed
land use as currently stated.
RECEIVED BY: Michael Pierce RECEIVED ON: 4/7/2021
Alan Stephenson
Joshua Bednarek
Tricia Gomes
Racelle Escolar
Stephanie Vasquez
Leah Swanton
Vikki Cipolla-Murillo
Ra’Desha Williams
Village Planner
Samantha Keating
Paul M. Li
GIS
Applicant
Page 424
Page 425
Attachment F
Page 426
From: Corey Caulkins
To: Enrique A Bojorquez-Gaxiola
Subject: SMVPC Meeting - Agenda Item #9 Written Comment
Date: Tuesday, March 9, 2021 2:52:03 PM
Hello,
I am unable to attend the planning meeting today to make a public comment, but I submit to you the below written comment.
I would like to advocate on behalf of Agenda Item #9 - 40th St. & Southern Ave Project (GPA-SM-1-20-8). Though Black
folks only constitute 5% of Arizona residents, they constitute 18% of people in jail and 14% of people of prison. This
disproportionate impact is a result of a legacy of racism and white supremacy, and it contributes to a cycle of housing violence
where formerly incarcerate Black community members are excluded from stable housing.
As both a resident of the City of Phoenix and member of Sunrise Movement Phoenix, I know that affordable, stable
housing is a basic human right and that until all of my neighbors in this city have access to it, we are failing as a
community.
The only way to break cycles of housing violence is for developers to follow the leadership of directly impacted people,
because those closest to the problem are closest to the solution. I support this project, and hope to see more examples of
developers listening to those most marginalized.
Thank you for your time,
Corey Caulkins
Phoenix, AZ 85015
Page 427
Attachment G
From: Trent Marchuk
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola; Somos BuildBam
Subject: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Wednesday, February 3, 2021 1:27:33 PM
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned
Residents,
I am a resident of South Mountain Village. And I am very concerned - even scared - because
of a proposed development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8).
I urge you to oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open
public discussion about the unintended impacts to infrastructure, health, and safety. How can a
single 17 acre rezoning application set a staggering precedent for 16 million square feet of
adjacent land without first engaging the broader community in active discussion? If it can
happen in our historic community, where else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
If a District Overlay needs to be re-written to allow for more flexibility in development, I am
supportive of having those conversations as a community. But, the changes should not be
made through precedent created by a single 17 acre rezoning application.
Please support us in opposing this proposal,
Trent Marchuk
3731 E Saint Anne Ave
Phoenix, AZ 85042
Page 428
From: alain brunet
To: Enrique A Bojorquez-Gaxiola
Subject: Subject: 2/9/21 SMVPC Meeting
Date: Monday, February 8, 2021 11:35:08 AM
Hi Enrique, Please register my opposition to Agenda Item #8: GPA-SM-1-20-8 (Companion Case Z-35-
20-8).
Been resident of this "gem" for 33 years it will be damaging to change the rural character of South
Phoenix to a “city dortoir “
for the profit of fews that don’t even live here.
Thanks,
Alain Brunet
Sent from Mail [go.microsoft.com] for Windows 10
Page 429
From: FABIOLA MARQUEZ
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 3 PCC;
Council District 4; Council District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC;
PDD South Mountain VPC; Enrique A Bojorquez-Gaxiola
Subject: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Saturday, February 6, 2021 4:50:01 PM
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned Residents,
I am a resident of South Mountain Village. And I am very concerned of a proposed development
project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8). I urge you to oppose this
proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open
public discussion about the unintended impacts to infrastructure, health, and safety. How can a
single 17 acre rezoning application set a staggering precedent for 16 million square feet of adjacent
land without first engaging the broader community in active discussion? If it can happen in our
historic community, where else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
If a District Overlay needs to be re-written to allow for more flexibility in development, I am
supportive of having those conversations as a community. But, the changes should not be made
through precedent created by a single 17 acre rezoning application.
Please support us in opposing this proposal,
Alonso and Fabiola Marquez
6409 S. 39th Pl.
Phoenix, AZ 85042
Sent from Mail [go.microsoft.com] for Windows 10
Page 430
From: Bernadette Miranda
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola
Cc: somosbuildbam@gmail.com
Subject: Opposition to Proposal at 40th St& Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Friday, February 5, 2021 3:58:09 PM
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned
Residents,
I am a resident of South Mountain Village. And I am very concerned - even scared - because
of a proposed development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8).
I urge you to oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open
public discussion about the unintended impacts to infrastructure, health, and safety. How can a
single 17 acre rezoning application set a staggering precedent for 16 million square feet of
adjacent land without first engaging the broader community in active discussion? If it can
happen in our historic community, where else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
If a District Overlay needs to be re-written to allow for more flexibility in development, I am
supportive of having those conversations as a community. But, the changes should not be
made through precedent created by a single 17 acre rezoning application.
Please support us in opposing this proposal. Thank you for your help.
Kind regards,
Sent from my mobile phone.
Angel and Bernadette Miranda
4536 E Saint Catherine Ave
Phoenix, AZ 85042
602 721-0525
Page 431
From: Bernadette Miranda
To: Enrique A Bojorquez-Gaxiola
Subject: Project on 40th Street/Southern
Date: Monday, February 8, 2021 9:30:33 AM
Good morning Enrique,
We would like to formally request that we please be registered as opposing to Agenda Item #8: GPA-SM-1-20-8
(Companion Case Z-35-20-8).
Please let us know if you have any questions. Thank you for your help!
Sent from my mobile phone
Kind regards,
Angel and Bernadette Miranda
4536 E Saint Catherine Ave
Phoenix, AZ 85042
602 721-0525
Page 432
From: April Hodges
To: Enrique A Bojorquez-Gaxiola
Cc: April Hodges
Subject: 2/9/21 SMVPC Meeting
Date: Monday, February 8, 2021 11:45:23 AM
2/9/21 SMVPC Meeting
Hi Enrique, Please register my opposition to Agenda Item #8: GPA-SM-1-20-8 (Companion Case Z-35-
20-8). Thank you!
April Hodges
General Nursery Manager
3815 E. Southern Avenue Phoenix, AZ, 85040
P 602.437.5194 F 602.437.4719
Arid Solutions Nursery [aridsolutionsnursery.com]
This message contains confidential information and is intended only for the individual(s) addressed in the message. If you are not
the named addressee, you should not disseminate, distribute, or copy this e-mail. If you are not the intended recipient, you are
notified that disclosing, distributing, or copying this e-mail is strictly prohibited.
Page 433
Page 434
From: Bereket Gebre-Egziabher
To: Enrique A Bojorquez-Gaxiola; Trent Marchuk
Subject: Re: Case File: Z-35-20-8 SANCTUARY AT SOUTH MOUNTAIN PUD
Date: Tuesday, February 9, 2021 8:04:40 PM
Attachments: image001.png
Good evening Enrique:
I am glad to have heard the "Continuance"; however, I have to get ready for work and miss
this golden opportunity to speak - and please know that your accommodation meant a lot to
me and the community. Is it possible to share this with Madam chair and all respected
members:
1. "Inclusiveness, Engagement and Mutually Accepted Development Plan" as our concerns and
existence was salvaged until the 11th hour.
2.I will echo from my letter on May 2nd, 2019 - that we all deserve "accurate and verifiable
data" in addressing petition signature and percentage reported for or against for future plan -
if the landowner still request variance.
Again, I will echo from my letter on September 8th, 2020
"We have to be keen about our interest to have honest and transparent path from the
grassroots - which means the community at the Heard Ranch should be the focal and initial
point of this journey; it should be a joint venture to make South Phoenix a vibrant
community in an effort to bring about positive change that will benefit every stakeholder."
Again, I will recite my letter on February 8th, 2021
"I don't know anyone in this neighborhood who wants this land to be empty but it should
never be a one-way project by ignoring the existence of others. .......The pandemic should
NOT be used to expedite this tedious and cumbersome process by ignoring the core
principle - the incorporation of genuine engagement of all stakeholders."....Wd do matter.
"
Madam chair and members of this community, we appreciate your guidance and compassion
on it as we matter in the process and our existence in this matter.
Sincerely,
Bereket Gebre-Egziabher
Page 435
From: Enrique A Bojorquez-Gaxiola
Sent: Monday, February 8, 2021 9:16 PM
To: Bereket Gebre-Egziabher
Subject: RE: Case File: Z-35-20-8 SANCTUARY AT SOUTH MOUNTAIN PUD
Good afternoon Bereket,
Thank you for your additional comments in regards to these two cases. I will add it to the case file
and will share it with the public bodies that will hear these cases over the next few months.
Thank you again,
Enrique Bojórquez-Gaxiola
Planner II – Village Planner
Planning & Development Department
Long Range Planning
200 W. Washington Street
Phoenix, AZ 85003
Office: (602) 262-6949
***I am currently working remotely on a rotational schedule, but will be checking voicemails multiple times
per day. Please feel free to leave me a voice message or email me for a more timely response. Thank
you.***
From: Bereket Gebre-Egziabher
Sent: Monday, February 8, 2021 1:01 PM
To: Enrique A Bojorquez-Gaxiola
Subject: Re: Case File: Z-35-20-8 SANCTUARY AT SOUTH MOUNTAIN PUD
Good afternoon Enrique:
It is very kind and I do appreciate your unwavering transparency in this process. Would you
register my opposition along with the attached letter?
Have a good day and be safe!
Page 436
Sincerely,
Bereket Gebre-Egziabher
From: Enrique A Bojorquez-Gaxiola
Sent: Monday, February 8, 2021 7:43 PM
To: Bereket Gebre-Egziabher
Subject: RE: Case File: Z-35-20-8 SANCTUARY AT SOUTH MOUNTAIN PUD
Good afternoon Bereket,
How are you? All is well with me (thank you for asking ). Yes, I have now registered you to speak on
these two cases to be heard tomorrow, February 9th by the South Mountain VPC. The meeting starts
at 6pm, but since we have many agenda items before these two cases it is difficult to know the time
at which this case will be presented.
However, I am going to add your name towards the top of the speaker list due to your conflict with
work so that we can hopefully get to hear your comments before work.
Please let me know if questions arise.
Thank you,
Enrique Bojórquez-Gaxiola
Planner II – Village Planner
Planning & Development Department
Long Range Planning
200 W. Washington Street
Phoenix, AZ 85003
Office: (602) 262-6949
***I am currently working remotely on a rotational schedule, but will be checking voicemails multiple times
per day. Please feel free to leave me a voice message or email me for a more timely response. Thank
you.***
Page 437
From: Bereket Gebre-Egziabher
Sent: Friday, February 5, 2021 9:06 AM
To: Enrique A Bojorquez-Gaxiola
Cc: Neighbor - Trent Marchuk
Subject: Re: Case File: Z-35-20-8 SANCTUARY AT SOUTH MOUNTAIN PUD
Good morning Enrique:
How have you been? May I ask to have time allocated to speak in the upcoming agenda item
regarding Z-35-20-8 Re-zoning?
I do hope that our agenda item will be early as I have to be at work at 9 pm.
Have a good day and be safe!
Sincerely,
Bereket Gebre-Egziabher
On Nov 12, 2020, at 9:50 AM, Enrique A Bojorquez-Gaxiola
Thank you Bereket! I appreciate the feedback on the process. We will continue with
our communication and making sure everyone who wants to comment gets to do so.
Let me know if questions arise.
Regards,
Enrique Bojórquez-Gaxiola
Planner II – Village Planner
Planning & Development Department
Long Range Planning
200 W. Washington Street
Phoenix, AZ 85003
Office: (602) 262-6949
***I am currently working remotely on a rotational schedule, but will be checking voicemails
multiple times per day. Please feel free to leave me a voice message or email me for a
more timely response. Thank you.***
Page 438
From: Bereket Gebre-Egziabher
Sent: Tuesday, November 10, 2020 8:48 PM
To: Enrique A Bojorquez-Gaxiola
Subject: Re: Case File: Z-35-20-8 SANCTUARY AT SOUTH MOUNTAIN PUD
Good evening Enrique:
Thank you for the reply and I was able to attend the meeting. Please know that I -
along my family, appreciate your presence and transparent communication and
your hard work.
Sincerely,
Bereket Gebre-Egziabher
From: Enrique A Bojorquez-Gaxiola
Sent: Tuesday, November 10, 2020 5:30 PM
To: Bereket Gebre-Egziabher
Cc: Trent Marchuk
Subject: RE: Case File: Z-35-20-8 SANCTUARY AT SOUTH MOUNTAIN PUD
Good morning Bereket,
How are you? All is well with me (enjoying the weather these past few days). I have
registered you as a speaker for tonight’s meeting, noting that you are donating your
time to Mr. Marchuk.
At the meeting, the VPC Chair will allocate a certain amount of time to Mr. Marchuk
given that we have multiple speakers (approx. 8) who donated time to him.
Let me know if questions arise!
Thank you,
Enrique Bojórquez-Gaxiola
Planner II – Village Planner
Planning & Development Department
Long Range Planning
200 W. Washington Street
Phoenix, AZ 85003
Office: (602) 262-6949
Page 439
***I am currently working remotely on a rotational schedule, but will be checking voicemails
multiple times per day. Please feel free to leave me a voice message or email me for a
more timely response. Thank you.***
From: Bereket Gebre-Egziabher
Sent: Monday, November 9, 2020 5:18 PM
To: Enrique A Bojorquez-Gaxiola
Cc: Trent Marchuk
Subject: Re: Case File: Z-35-20-8 SANCTUARY AT SOUTH MOUNTAIN PUD
Hello Enrique:
How have you been? I do oppose the project on 40th Street and Southern and
will attend the meeting. While I attend the meeting, I would like to provide my
time for Trent to speak on my behalf.
Thank you and be safe!
Sincerely,
Bereket Gebre-Egziabher
Page 440
From: Beth
To: Enrique A Bojorquez-Gaxiola
Cc: PDD South Mountain VPC
Subject: Z-35-29-8 & GPA-1-20-8
Date: Monday, February 8, 2021 10:11:29 AM
We are opposed to the above project
We have lived in the Heard Ranch for 38 yrs
This part of South Mountain Village is so special
Tree lined streets, multi purpose trails
Wonderful history of flower gardens, nurseries
Family farms
Along with the South Mountain village planning committee we have been able to preserve the rural feel in this area
This project. “apartments” will have a density that
Is overwhelming!! This property was zoned for 1/2acre lots to complement the surrounding neighbors I feel this
would be the best use of the land
The intersection at 40th & Southern is already proven to be a deadly one adding apartments
Would increase the traffic and be very unsafe
Please consider our South Mountain Heritage
Thank you for your time
Beth Holmes & Bill Ramsey
Sent from my iPhone
Page 441
From: Beth
To: Enrique A Bojorquez-Gaxiola
Subject: 40th St & Southern Z-35-20-8 & GPA SM-1-20-8
Date: Monday, March 8, 2021 5:05:04 PM
We are Very opposed to the development being proposed for the SW corner of 40th St & Southern
Beth Holmes
Bill Ramsey
6601 S 38th St
Phoenix, Az 85042
Sent from my iPhone
Page 442
From: Beth Postma
To: Enrique A Bojorquez-Gaxiola
Subject: Agenda Item #8: GPA-SM-1-20-8
Date: Tuesday, February 9, 2021 8:35:15 AM
Attachments: image001.png
Dear Enrique, I am a business owner in the neighborhood of this zoning case. I am a wholesale plant
nursery at 6623 S. 32nd Street. I signed the petition against this development and I wish to verify
this now in this email. Please register my opposition to Agenda Item #8: GPA-SM-1-20-8
(Companion Case Z-35-20-8).
Thank you,
Beth Postma
(602) 509-7242
www.allseasongrowers.com [allseasongrowers.com]
Page 443
From: Beth
To: Enrique A Bojorquez-Gaxiola
Subject: 2-35-20-8 & GPA -1-20-8
Date: Monday, February 8, 2021 9:41:19 AM
I oppose this project located 40th St and Southern
Sent from my iPhone
Page 444
From: Bill Glover
To: Enrique A Bojorquez-Gaxiola; PDD South Mountain VPC; Council District 8 PCC; Mayor Gallego; Council District 1
PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council District 5 PCC; Council District 6
PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC; Enrique A Bojorquez-Gaxiola;
somosbuildbam@gmail.com
Cc: somosbuildbam@gmail.com
Subject: "40th St. and Southern Ave. Z-35-20-8 and GPA-SM-1-20-8"
Date: Thursday, February 4, 2021 2:10:13 PM
Hello,
My name is Bill Glover. My wife Mary and I are the founders of the Awakening Seed
School. I am writing to share my current opposition to the proposed development on the
Southwest corner of 40th St and Southern Ave. The Applicant has wholly ignored our voter
approved General Plan Land Use of maximum 2 homes per acre as well as the pleas to
respect it by the neighbors and citizens who voted for it in many years ago. However, I am
hopeful that the Applicant may change their approach and work with the neighbors to
resolve our unresolved concerns. Please add this to the official case file for Z-35-20-8 and
GPA-SM-1-20-8.
As shown through the below image, Awakening Seed is within 700 feet directly south of the
proposed development. Historically, the land west of 40th St and south of Southern Ave
has been the agricultural heart of South Phoenix. To the east of 40th St is where the
agricultural support buildings were built and so has a very different history and character
relative to the west side of 40th St. This can be observed even today through a quick
glance at the attached aerial image.
Awakening Seed is an innovative, compassionate learning community that inspires global
citizens by fostering curiosity, celebrating uniqueness, and promoting social justice. A
central tenet of Awakening Seed is for children to be stimulated academically while
simultaneously having daily opportunities to interact with the natural world through
imaginative play and gardening.
We searched long and hard for the perfect location to complement our philosophy. We
found this perfect location adjacent to what is known as the Mixed Use Agriculture (MUA)
District within the larger Baseline Area Overlay District (BAOD) of South Phoenix. We
collaborated with the neighbors, we built, and now we successfully operate our school to fit
right in with the community ethos. We are a model example that collaboration with the
neighbors during planning and development can, in reality, foster long-term success.
Unfortunately, through this single General Plan Amendment and Zoning Application
covering roughly just 685,000 sq feet, the entire planning for our broader community across
16,000,000+ sq ft will be imperiled. (According to the county assessor's website.) With
The Arbors (already exceeding 50% of the density envisioned for the MUA District) to the
west and this project exceeding the envisioned density by 460% to the east, the remnant
farmland in between will have precedent to redevelop as high density housing with no
accompanying plan to address much needed infrastructure and services nor input from the
community. Where irrigation now flows across fertile soil, this project would yield a food
desert.
The current General Plan artfully balances the need for development growth with our
community's assets to foster the unique character unlike any neighborhood in Phoenix.
Page 445
And that is what is at stake here.
This is simply the wrong process for such a significant change to the General Plan,
especially the destroying of our neighborhood's character and heritage through the
precedent caused by rezoning roughly just seventeen gross acres through this proposal.
High density housing itself is not bad. But, what becomes of the Character of our District if
it is no longer paying homage to the agrarian heritage of South Phoenix? Our roads and
infrastructure in South Phoenix are already overburdened. If this is approved and built
without due consideration for the residents of South Phoenix, it is us same residents
(including many families of my students) who will be left paying to fix what should never
have been broken by this proposal.
Awakening Seed was built trusting in the longstanding planning documents that have
guided this community for decades. And we have been extremely successful in following
these documents; we have consistently had waiting lists for enrollment.
What this community needs is more schools. We also need more services, especially
healthy eating options and more medical providers. We recognize there is a need for
rooftops and are open to creative solutions. Unfortunately, the Applicant has repeatedly
spurned the neighbors and refuses to incorporate any of our meaningful feedback.
In the spirit of a constructive approach, I ask that the Applicant be given yet another chance
to work with the neighbors and incorporate their feedback in a meaningful way. There is a
precedent set by the City Planning Department with Gardener's Enclave, considered a
model residential PUD in the MUA.
Although I don't mind speaking for myself, I am pleased with the representation given by
my concerned neighbors at somosbuildbam.org [somosbuildbam.org] and support
their approach.
Thank you,
Bill Glover
Awakening Seed School
6630 S. 40th St., Phoenix, AZ 85042
Page 446
From: BILL GLOVER
To: Enrique A Bojorquez-Gaxiola
Subject: 2/9/21 SMVPC Meeting
Date: Monday, February 8, 2021 3:50:09 PM
Total opposition to #8 GPA-SM-1-20-8
Sent from my iPhone
Bill Glover
Page 447
From: Bill Glover
To: Enrique A Bojorquez-Gaxiola
Subject: 40th & Southern
Date: Monday, March 8, 2021 12:15:59 PM
This project belongs elsewhere. Please don’t wreck the last Phoenix neighborhood that is of a rural nature.
Sent from my iPhone
Page 448
From: Bill Randall
To: Enrique A Bojorquez-Gaxiola
Subject: Land use proposal at 40thSt. & Southern
Date: Wednesday, February 10, 2021 9:33:29 AM
Please add me to your list of concerned for this proposal.
Bill Randall 3452 E. Vineyard Rd 602-350-2999
Page 449
From: Blake Peterson
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola; somosbuildbam@gmail.com
Subject: 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Wednesday, February 3, 2021 2:47:51 PM
I am a resident of South Mountain Village. And I am very concerned - even scared - because
of a proposed development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8).
I urge you to oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open
public discussion about the unintended impacts to infrastructure, health, and safety. How can a
single 17 acre rezoning application set a staggering precedent for 16 million square feet of
adjacent land without first engaging the broader community in active discussion? If it can
happen in our historic community, where else in the City will this be permitted to happen?
Thanks, Blake
Blake Peterson, CPA
6197 South Rural Suite 102-14
Tempe, Arizona 85283
Phone: 480-829-0509
Fax: 480-829-0055
blakepeterson@cox.net
blakepetersoncpa.com
From: Trent Marchuk [mailto:trentchristopher@gmail.com]
Sent: Wednesday, February 3, 2021 1:48 PM
To: Trent Marchuk
Subject: Your Action is Needed: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and
GPA-1-20-8)
Hi Neighbors,
If you feel passionate about what you read below in the email below, please forward
this entire email string to the City officials listed below and add your own thoughts in
opposition to the project.
Literally, five easy steps will take less than five minutes:
1. Click "Forward" on this email,
2. Copy and Paste the below email addresses into the "To:" field,
3. Add a few words of your own expressing your own opinion about this project,
4. Sign with your name and mailing address,
5. Hit send and you've done your part!
mayor.gallego@phoenix.gov, council.district.1@phoenix.gov,
council.district.2@phoenix.gov, council.district.3@phoenix.gov,
Page 450
council.district.4@phoenix.gov, council.district.5@phoenix.gov,
council.district.6@phoenix.gov, council.district.7@phoenix.gov,
council.district.8@phoenix.gov, SouthMountainVPC@phoenix.gov, enrique.bojorquez-
gaxiola@phoenix.gov, somosbuildbam@gmail.com
We need 100+ emails to be organically sent for our voices to be heard. The Applicant
has used COVID-19 to silence the neighbors in an attempt to push through an
inappropriate project that shifts the costs of the attending consequences to the
residents of South Phoenix.
We challenge you to ask at least 3 others who live in the South Mountain
Village (between 27th Ave to 48th St and Salt River to South Mountain) to do the
same by Sunday, February 7, 2021.
Your sending an email to our elected representatives at this time is absolutely critical.
Thank you,
Trent Marchuk
somosbuildbam.org [somosbuildbam.org]
---------- Forwarded message ---------
From: Trent Marchuk
Date: Wed, Feb 3, 2021 at 1:27 PM
Subject: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
To:
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned
Residents,
I am a resident of South Mountain Village. And I am very concerned - even scared - because
of a proposed development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8).
I urge you to oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open
public discussion about the unintended impacts to infrastructure, health, and safety. How can a
single 17 acre rezoning application set a staggering precedent for 16 million square feet of
adjacent land without first engaging the broader community in active discussion? If it can
happen in our historic community, where else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
If a District Overlay needs to be re-written to allow for more flexibility in development, I am
supportive of having those conversations as a community. But, the changes should not be
Page 451
made through precedent created by a single 17 acre rezoning application.
Please support us in opposing this proposal,
Trent Marchuk
3731 E Saint Anne Ave
Phoenix, AZ 85042
Page 452
From: Catherine Pliess
To: Enrique A Bojorquez-Gaxiola
Subject: Register your opposition to the project at 40th & Southern (Z-35-20-8 and GPA-SM-1-20-8)
Date: Monday, March 8, 2021 12:31:39 PM
Hi,
I would like to formally register my opposition to the project at 40th & Southern (Z-35-20-8
and GPA-SM-1-20-8. This project is NOT in keeping with the land use as outlined in the
Baseline MasterPlan. Personally, I bought in the South Mountain area for the rural and
relatively agricultural flavor of the area. For being such a short drive to the downtown, South
Mountain offers a connection to the past history of rural Phoenix. This proposed high density
rental project will not support this important attribute of Phoenix.
South Phoenix is in many ways a vulnerable area as it currently is made up of many rental and
high density areas. Those in rental developments are not property tax payers and often do not
have care or long term thoughts on the area and how projects like this negatively affect tax
paying homeowners. This project is also a detriment to the heavy traffic already a problem in
the area. Baseline Road on a weekday between 1pm and 7pm is often bumper to bumper even
in this lower traffic pandemic times, this proposed project that does not conform to the city
plan will only make this phenomenon worse. Please respect the Master plan and the property
taxpayers of this area. Do not support or approve this plan.
--
Cathie Pliess
480.824.8951
cpliess@gmail.com
Page 453
From: Curt Gentry
To: Enrique A Bojorquez-Gaxiola
Subject: 2/9/21 SMVPC Meeting
Date: Monday, February 8, 2021 10:40:41 PM
Hi Enrique,
Please register my opposition to Agenda Item #8: GPA-SM-1-20-8 (Companion Case Z-35-20-8).
Thank you!
Curt Gentry
6415 S 37th St
Phoenix, AZ 85042
Page 454
From: Curt Gentry
To: Enrique A Bojorquez-Gaxiola
Subject: 40th & Southern Project Opposition
Date: Tuesday, March 9, 2021 9:12:44 AM
Good morning Enrique,
Again, please register my opposition to the project at 40th & Southern. (GPA-SM-1-20-8 and Z-35-20-8)
Thank you for your service to our community.
Blessings!
Curt Gentry
6415 S 37th St
Phoenix, AZ 85042
Page 455
From: D in AZ
To: DM
Subject: Oppose Z-35-20-8 and GPA-1-20-8!
Date: Thursday, February 4, 2021 7:04:11 PM
To those who really care about Laveen, I urge you to oppose this proposed development project at 40th
St and Southern Ave (Z-35-20-8 and GPA-1-20-8).
The community should have a say in what comes in around our homes. There is way too much high
density zoning going on and it needs to stop! Our leaders need to represent the people that live here and
not the bottom dollar. Laveen is no longer what it used to be and high density coming in everywhere we
turn is not what we want.
Please support us in opposing this proposal,
Darcy Meyer
3535 W Bohl St
Laveen, AZ 85339
Page 456
From: D in AZ
To: Enrique A Bojorquez-Gaxiola
Subject: Opposition to GPA SM-1-20-8 and Z-35-20-8
Date: Sunday, March 7, 2021 6:39:13 PM
Hello, I'd like to register my opposition for GPA SM-1-20-8 and Z-35-20-8 and would like to
yield my time to Patty McKinstry.
Darcy Meyer
3535 W Bohl St, Laveen Village, AZ 85339
480-332-4120
Page 457
From: David Grimmer
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola; somosbuildbam@gmail.com
Subject: Fwd: Please Help: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Wednesday, February 3, 2021 2:54:43 PM
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned
Residents,
I am a resident of South Mountain Village. And I am very concerned - even scared - because
of a proposed development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8).
I urge you to oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open
public discussion about the unintended impacts to infrastructure, health, and safety. How can a
single 17 acre rezoning application set a staggering precedent for 16 million square feet of
adjacent land without first engaging the broader community in active discussion? If it can
happen in our historic community, where else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
If a District Overlay needs to be re-written to allow for more flexibility in development, I am
supportive of having those conversations as a community. But, the changes should not be
made through precedent created by a single 17 acre rezoning application.
Please support us in opposing this proposal,
David Grimmer
2631 E Jones Ave
Phoenix, AZ 85040
Page 458
From: Ol" West
To: Enrique A Bojorquez-Gaxiola
Subject: Opposition to GPA SM-1-20-8 and Z-35-20-8
Date: Sunday, March 7, 2021 9:04:37 PM
Hi, I'd like to register my opposition for GPA SM-1-20-8 and Z-35-20-8
and would like to yield my time to Patty McKinstry.
David Meyer
3535 W Bohl St, Laveen Village, AZ 85339
480-332-4120
Page 459
From: Deirdre Irvine
To: Enrique A Bojorquez-Gaxiola
Subject: 40th St & Southern property
Date: Friday, March 5, 2021 5:46:41 PM
RE:
GPA SM-1-20-8 and Z-35-20-8.
I would like to voice my opposition to this development. The density is too great. The concept does not fit with the
area. This will lead to more appeals to change the zoning down Southern leaving our area forever changed and
hemmed in.
We have lived here since 1976. We have lost many things that made it unique. Please let us keep our neighborhood
as it is now. This proposal will destroy any privacy. These neighbors will start complaining about the noise of our
animals, the smell & more. This project is NOT capable with the Heard Ranch that we have enjoyed for so many
years and hope to leave to our children & grandkids!
Please forward this to the Planning Committee. I would like to let Patty McKinstry for us at the March 9,2021 at the
SMVP meeting.
Deirdre & Randy Irvine
3802 East Saint Catherine
Phoenix AZ 85042
(602) 437-2688
Sent from my iPhone
Page 460
From: Evelio Ayala
To: Enrique A Bojorquez-Gaxiola
Subject: 2/9/21 SMVPC Meeting
Date: Monday, February 8, 2021 9:28:05 AM
2/9/21 SMVPC Meeting
Hi Enrique, Please register my opposition to Agenda Item #8: GPA-SM-1-20-8 (Companion
Case Z-35-20-8). Thank you!
Evelio
Page 461
From: george n bingham II
To: Enrique A Bojorquez-Gaxiola
Subject: OPPOSITION TO 40TH ST & SOUTHERN DEVELOPMENT
Date: Monday, February 8, 2021 9:42:07 AM
Hi Enrique,
Please register my opposition to Agenda Item #8: GPA-SM-1-20-8 (Companion Case Z-35-20-8).
Thank you!
George N. Bingham II
Page 462
From: Greg Brownell
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola; somosbuildbam@gmail.com
Subject: 40th Street and Southern Avenue
Date: Friday, February 5, 2021 12:25:25 AM
To whom it may concerns in regard to he parcel under consideration at 40th Street and Southern
(GPA-SM-1-20-8 (Companion Case Z-35-20-8) by the South Mountain Planning Commission.
One of the first things you consider in planning (amateur or professional) is that place matters. Here
is a little perspective on what this means if you are a Realtor: from the National Association of
Realtors Preamble to their Code of Ethics:
“Under all is the land. Upon its wise utilization and widely allocated ownership depend the survival
and growth of free institutions and of our civilization. … the creation of adequate housing, the
building of functioning cities, the development of productive industries and farms, and the
preservation of a healthful environment.”
Also, from the current General Plan:
“How is this Plan Different? One of the goals from the very beginning of the PlanPHX Project was to
develop a General Plan that was much more user friendly.
A city’s natural and built environments are its primary building blocks.
This continued growth, in a still maturing urban landscape, provides Phoenix residents a tremendous
opportunity to shape the future of their city like no other place in the world. The General Plan
provides a powerful medium for residents to strategize on how the city will grow. Through this
General Plan, Phoenix can continue to shape How the natural and built environments take shape for
a city are of the utmost importance in determining a city’s quality of life.
Going beyond the need to create a document that residents and developers were more likely to use,
was the importance of telling the story of what Phoenix wants to be and outlining how it can get
there as a city. That’s why this updated General Plan is aimed at being a visionary, concise and
strategic document.
A city’s landscape has a tremendous impact on how it is defined and ultimately what makes it a place
people want to call home, visit or conduct business. How the natural and built environments take
shape for a city are of the utmost importance in determining a city’s quality of life.”
As anyone can see, place and history are very important to how we conduct ourselves and how we
grow our community. Our physical world, both natural and manmade are vital to the successful
growth and well being of our community.
The parcel under consideration at 40th Street and Southern (GPA-SM-1-20-8 (Companion Case Z-35-
20-8) has a very long history. Of course, it has been agricultural for at least a few thousand years,
most likely it was originally farmed by the Hohokam. Their land was not threatened by sharp
attorney’s and greedy landowners. In fact, we don’t know what happened to them.
But, in the long chain of ownership from Mesquite Bosque, to native hand dug canals, to Hohokam
cultivation, to Michael Wormser’s land swindles and up to the moment the Bartlett-Heard Land and
Cattle Company decided they could exploit the ancient canals and modern irrigation to make more
money selling land than growing anything on it, it should be clear this parcel has history.
In recent times, this land was all citrus. It was owned and farmed by John Oertle, Sr. While he owned
it, many things were happening around his property. The Heard Ranch development of single family
ranchettes was built to the west. These were homes designed for horses, gardens and other
agricultural activities. Like Mr. Oertle’s property they were pleased with SRP flood irrigation. Mr.
Oertle and the Heard Ranch community were all part of a larger farm district which included, the
flower farms along Baseline road, cotton fields and tree nurseries.
At that time, new housing development was limited in that area. But, east of 40th Street was
th
Page 463
rezoned to take advantage of the Tempe School borders (40 Street on the west, Baseline Rd. on
the South and Broadway Rd. on the north.) Conveniently, this allowed developers who were
concerned by the Roosevelt School System and the kids that went, to put their collective minds and
prejudices to rest and start making money. The agriculture that existed at the time disappeared.
To the north of Mr. Oertle’s farm, Southern Avenue created another man-made barrier. Even though
this area was primarily agriculture for decades, planners had decided this area would be destined to
become commercial and higher density housing. And still Mr. Oertle’s orchard endured.
There were other stirrings coming from the planning and development community at that time. One
result of those “stirrings” was the Raven Golf Course. Another was the Baseline Corridor Mater Plan.
For the first time there was real development pressure being put on one of the most unique areas in
Metro Phoenix – South Phoenix’s unique Farm District. Fortunately, Mr Oertle would not see the
impending battles that would be fought to maintain his Farm District. He passed in the 1980’s
leaving his orchard to his children, John Jr., Kent, Lisa Kay and Beth.
One of the important parts of this story is to remember that the current owners did not purchase
this property: they inherited it. Obviously, the four of them couldn’t figure out a way to keep it as a
farm and they were asking too high a price for the land to make it viable for any farmer to purchase
it. Apparently, they were more interested in squeezing money out of the property rather than
orange juice. This is understandable; not everyone wants to be a farmer, but at this point they had
alternatives. Remember, they were given the land. They could have sold at the market rate for raw
land. They could have given it away. The point is they have been trying to add value to the land at
the expense of its agricultural history.
By the time the Oertle family presented their first plan to add value to their inheritance, the Base
Line Corridor Master Plan had been finished. It extended in its impact from the Mountain to
Southern Ave, the northern border of the Oertle property. They wanted to change the zoning on
part of the property to commercial from agricultural. Walgreens wanted to build a pharmacy there,
so they presented the SMVPC of that time with that proposal. At that time the committee was
working on a special zoning called MUA. But that work was not completed, but there was a strong
feeling on the committee that there should not be high density commercial at that site. A “Tuesday
Night” deal was struck: the Oertle’s would be given the commercial zoning on the north end of the
property (along Southern Avenue), if the south end of the property was left for low density housing.
Renderings of a wonderful commercial hub was presented to the committee. There would be shops
and retail all anchored by the Walgreens. It was to be built in two phases with the Walgreens
completed fist. They even agreed to maintain the citrus until Phase II was started.
The committee agreed and the Heard Neighborhood reluctantly accepted that compromise.
Just like in the days of Wormser many people feel this was just a sham to get the Walgreens built. No
commercial development ever appeared, and the citrus was not maintained. But the Oertles and
their attorneys got their money.
A few attempts were made to rent the property to urban farmers, but they all failed to meet the
economic needs of the Oertles to farm the property.
The Oertles were unable to exploit the zoning change given to them by the SMVPC. Without
discussing the difficulty of dealing with 4 property owners, let’s just say, they could not procure a
developer.
So, they have repeatedly come back to the Committee and the neighborhood with new plans and
ideas. One of the more recent was to develop the remaining property into a commercial park. The
neighborhood negotiated in good faith and the SMVPC showed support with some modifications.
Again, all that effort just evaporated. Again, it was hard for all the Oertles to agree on what was best
for them and this is without adding the burden of considering what would be best for the
neighborhood and the Village.
That brings us to now.
The neighborhood has opposed this property being single family rentals from the very first time it
was proposed and every time after that. The SMVPC has shown its opposition repeatedly. But here
we are again with another high-powered attorney and a complete disregard for this property’s
history, the traditions of the neighborhood and wishes of the Village. That alone should be enough
Page 464
to dismiss this project outright. The General Plan of Phoenix passed by more than 70% approval by
the City’s voters because the City promised that within its many pages existed protection for
traditional historic neighborhoods from greedy land owners, relentless developers and high-
powered attorneys that have complete access to the Planning Commission and the City Council.
Let’s hope that our current General Plan is more than just fantasy and a way to get votes.
Also, this product they are proposing is at best experimental. We have approved a similar
community closer to Central that is in an area that already has existing multifamily homes and was
unopposed by the existing neighborhoods. This product might fill a needed housing niche but as
expressed in a recent Business Journal article South Phoenix seems to be a target for this kind of
development. The primary reason for this seems to be land that is still relatively cheep in this part of
town.
What is wrong with this product: it combines the lack of efficiency and sustainability of the single-
family home with the lack of equity creation by its occupant. In other words, the landlord gets the
increase in property value while the tenant gets all or most of inconveniences of homeownership
with none of the benefits. This is not a type of development that promotes racial and ethnic equity
and equality. If we are going to let developers exploit our lower land values let them build for
sustainability (apartments and high density construction) or let them build something market rate
but affordable so that our community members can share in the future increase in land values.
This land has already been rezoned. Let the landowners do what they can, with what they have,
where they are.
I am in opposition to any zoning change on this property.
Greg Brownell 602-290-3300
Page 465
From: JEAN HOGG
To: Enrique A Bojorquez-Gaxiola
Subject: Proposal for 40th St and Southern, vote 9 Mar.
Date: Monday, March 8, 2021 2:37:46 PM
Sir:
Once again I would like to voice my opposition to this plan as it now
stands, and I yield my speaking time to Patty McKinstry.
Thank you for listening and I hope you will give the concerns of the
neighborhood full consideration.
Jean Hogg
6235 S 37 St, 85042
Page 466
From: Jennifer Kinerk
To: Enrique A Bojorquez-Gaxiola
Subject: 2/9/21 SMVPC Meeting
Date: Monday, February 8, 2021 10:49:14 AM
Hi Enrique,
Please register my opposition to Agenda Item #8: GPA-SM-1-20-8 (Companion Case Z-35-20-8). Thank you!
KIndly,
Jennifer and Kevin Kinerk
Page 467
From: Jennyfer Stratman
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
somosbuildbam@gmail.com; Enrique A Bojorquez-Gaxiola
Subject: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Wednesday, February 3, 2021 11:13:35 PM
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned
Residents,
I am a resident of South Mountain Village. I am very concerned by the proposed development
project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8). I urge you to oppose this
proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open
public discussion about the unintended impacts to infrastructure, health, and safety. How can a
single 17 acre rezoning application set a staggering precedent for 16 million square feet of
adjacent land without first engaging the broader community in active discussion? If it can
happen in our historic community, where else in the City will this be permitted to happen?
If a District Overlay needs to be re-written to allow for more flexibility in development, I am
supportive of having those conversations as a community. But, the changes should not be
made through precedent created by a single 17 acre rezoning application.
Please support us in opposing this proposal,
Jennyfer Stratman
3502 E. Vineyard Rd
Phoenix AZ 85042
Page 468
From: Jennyfer Stratman
To: Enrique A Bojorquez-Gaxiola
Subject: 2/9/21 SMVPC Meeting
Date: Sunday, February 7, 2021 11:08:28 PM
Hi Enrique,
Please register my opposition to Agenda Item #8: GPA-SM-1-20-8 (Companion Case Z-35-20-8).
Thank you,
Jennyfer Stratman
Page 469
From: Joel & Donna Young
To: Enrique A Bojorquez-Gaxiola
Subject: 2/9/2021 SMVPC Meeting
Date: Monday, February 8, 2021 11:29:07 AM
We strongly oppose Agenda Item #8: GPA-SM-1-20-8 and Z-35-20-8 zoning cases for 40th and Southern Ave.
We have lived in the area over 30 years and I sat on the SMVPC in the early 90’s. The community has worked
hard to maintain The Baseline Area Master Plan and Mixed use Agriculture to keep undesirable development
( complying ) taking over with complete disregard of the neighborhoods.
Please deny
Joel and Donna Young
Page 470
From: Joel & Donna Young
To: Enrique A Bojorquez-Gaxiola
Subject: GPA SM 1-20-8 and Z-35-20-8
Date: Monday, March 8, 2021 3:05:30 PM
Please be advised we are apposed to the above referenced zoning cases. This is in no way compatible with the
Baseline Master Plan. 40th Street
and Southern is already a very busy intersection and high accident rate. This development density is too high and
will increase these problems.
It is a shame the developers are not willing to work with the neighbors and coincide with the lifestyle of the area
and stay within the Baseline
Master plan.
We are unable to speak at the meeting and yield our time to Patty McKinstry.
Joel and Donna Young
Page 471
From: Jon Allen
To: Enrique A Bojorquez-Gaxiola
Subject: Item #8: GPA-SM-1-20-8 (Companion Case Z-35-20-8)
Date: Saturday, February 6, 2021 8:47:31 AM
As a resident of South Phoenix I strongly oppose the plans for this project as presented.
1. It does not meet the criteria of the master plan for the area.
2. Each "new" proposal from the developer does nothing to address any of the objections
raised by local residents.
Regards,
Jon Allen
Page 472
From: Challoner, John
To: Enrique A Bojorquez-Gaxiola
Subject: 2/9/21 SMVPC Meeting
Date: Monday, February 8, 2021 10:24:14 AM
Hi Enrique, Please register my opposition to Agenda Item #8: GPA-SM-1-20-8 (Companion Case Z-35-
20-8). Thank you!
Thanks,
John Challoner
6201 South 37th Street.
Phoenix, AZ 85042.
Page 473
From: jolyn owen
To: Enrique A Bojorquez-Gaxiola
Subject: 40th street and southern zoning change
Date: Tuesday, March 9, 2021 8:39:07 AM
Please note that my husband and I are against this zoning change. We were promised a
different use when Walgreens went in. Time doesn’t change this. I would like to yield my
speaking time to patty Mckinstrey
Jolyn Owen
5624 s 27th place
Sent from the all new Aol app for iOS [apps.apple.com]
Page 474
From: Karen and Sue
To: Enrique A Bojorquez-Gaxiola
Subject: Opposition to Z-35-20-8 & GPA-SM-1-20-8
Date: Tuesday, February 2, 2021 10:25:14 AM
Good morning Enrique,
My name is Karen Mischlispy and I am opposition to the purposed project at 40th Street and Southern
Ave. I wish to pass my time to speak to Trent Marchuk my neighbor. Also please send the link for me to
attend the meeting.
Hope you and your family are doing well.
Thanks,
Karen Mischlispy
Page 475
From: Karen and Sue
To: Enrique A Bojorquez-Gaxiola
Subject: cases GPA SM-1-20-8 and Z-35-20-8
Date: Saturday, March 6, 2021 1:19:53 PM
Good afternoon Enrique hope you and your family are doing well.
I would like to attend the virtual meeting with the South Mountain Village Planning committee meeting on
Tuesday, March 9th. Also I want to speak but please pass my speaking time Patty McKinstry.
Please enter this response into the record.
South Mountain Village Planning Committee Case Number:
GPA-SM-1-20-8 & companion Case Z-35-20-8.
Re: The “Sanctuary At South Mountain” purposed development at the Southwest corner of Southern
Avenue and 40th Street.
Submitted by Karen Mischlispy Home Address: 3818 E. St. Catherine Avenue, Phoenix, AZ 85042
I am opposed to the "Sanctuary At South Mountain" development because: a.) it does not meet the
Baseline Master Plan, b.) the density for this development is to high for this area, c.) impact to future
development along Southern Avenue from 40th Street to 24th Street, d.) high density development
creates issues with traffic, parking for staff, visitors, and guests, and e.) the continued pressure to change
and or modify the Zoning and General Plan Amendment is not appropriate for this area. This type of
development would be better located closer to Central Avenue to allow access to the light rail. I
am concerned with the developer's fast-tracking effort to send this negative development through the city
process during a pandemic. This is vital to my future neighborhood and community. The Baseline Master
Plan identified the need to retain the historical significance for future development.
I have lived and worked in the area most of my life. I have seen many changes some good and some not
so good. I want the corner of 40th Street and Southern Avenue to be development appropriately to the
area.
Thank you,
Karen Mischlispy
home phone: 602 438-2928
Page 476
From: Kaylee Colter
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola; Somos BuildBam
Subject: Fwd: Your Action is Needed: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Thursday, February 4, 2021 12:08:40 PM
As a neighbor who will be impacted by the proposal for rezoning at 40th Street and Southern
Ave, I would like to voice my opposition to the proposal as it has been submitted. The owners
of this property are requesting a change in zoning and because they are asking to make a
change to our community I believe that they should make a good faith effort to maintain the
character intended by the zoning regulations. This proposal does not do this. Not only is the
density too high to be appropriate, they have made very little effort to mitigate the high
density by doing things such as providing more open space, increasing landscape buffers or
integrating the community wide bridle trail. We have spoken with the owners and intended
developers about these items and while they say they will make changes, those changes never
end up in the proposals. I therefore have difficulty trusting that they have a vested interest in
the community. I urge you to hold firm to the special requirements outlined by the
Agricultural overlay. Once the property is developed there is no going back. Thank you for
your time and effort.
Kaylee Colter
3939 E. Saint Catherine Ave
Phoenix, AZ 85042
Begin forwarded message:
From: Trent Marchuk
Subject: Your Action is Needed: Opposition to Proposal at 40th St &
Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: February 3, 2021 at 1:48:07 PM MST
To: Trent Marchuk
mayor.gallego@phoenix.gov, council.district.1@phoenix.gov, council.district.2@phoenix.gov,
council.district.3@phoenix.gov, council.district.4@phoenix.gov, council.district.5@phoenix.gov,
council.district.6@phoenix.gov, council.district.7@phoenix.gov, council.district.8@phoenix.gov,
SouthMountainVPC@phoenix.gov, enrique.bojorquez-gaxiola@phoenix.gov,
somosbuildbam@gmail.com
Page 477
From: Keena Ortega
To: Enrique A Bojorquez-Gaxiola
Subject: SOMO BUILDINGBAM
Date: Saturday, March 6, 2021 3:45:05 PM
I, Keena Armijo, want it to be note and or stated that I am opposed to GPA SM-1-20-8 Z-35-
20-8 and yield my time to Patty McKinstry.
Thank you.
Page 478
From: Kent June
To: Enrique A Bojorquez-Gaxiola
Subject: 2/9/21 SMVPC Meeting
Date: Monday, February 8, 2021 7:51:54 PM
Enrique, Please register my opposition to Agenda Item #8: GPA-SM-1-20-8 (Companion
Case Z-35-20-8).
The Planning Department and communities spend a lot of time and energy developing plans
that reflect what communities see their future neighbourhoods and living environments
providing for their families and support businesses. Granted, plans by nature are meant to be
an outline of these visions and will always be subject to change as the world changes around
us; however, this proposed development totally ignores the vision that was developed for this
unique area in South Mountain. The owners of this property from the beginning and
continuing with their different development iterations have ignored this plan and the folks
living in the immediate area while promoting plans that would maximize their ROI. The South
Mountain Village Planning Committee told this group numerous times that this plan is not
right for this parcel of land. This plan needs to be rejected to send a message to the owners to
come up with a plan that reflects the plan for the area while supporting the needs of the area.
Sincerely,
Kent June
3602 E Vineyard Rd
Phoenix, AZ 85042
Page 479
From: Lisa and Jeff Blankenship
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; council.district.3@phoenix.gon; Council District 4;
Council District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain
VPC; Enrique A Bojorquez-Gaxiola; somosbuildbam@gmail.com
Subject: *Needing your help opposing a project (Z-35-20-8 & GPA-1-20-8)
Date: Sunday, February 21, 2021 2:10:49 PM
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned Residents,
I am a resident of South Mountain Village. I am very concerned - even scared - because of a proposed development
project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8). I urge you to oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open public discussion
about the unintended impacts to infrastructure, health, and safety. How can a single 17 acre rezoning application set
a staggering precedent for 16 million square feet of adjacent land without first engaging the broader community in
active discussion? If it can happen in our historic community, where else in the City will this be permitted to
happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
If a District Overlay needs to be re-written to allow for more flexibility in development, I am supportive of having
those conversations as a community. But, the changes should not be made through precedent created by a single 17
acre rezoning application.
Please support us in opposing this proposal,
Lisa Blankenship
5628 W Euclid Ave
Laveen, AZ 85339
Page 480
From: Lori Gardner
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola; somosbuildbam@gmail.com
Subject: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Thursday, February 4, 2021 2:30:17 PM
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned
Residents,
I am a resident of South Mountain Village. And I am very concerned - even scared - because
of a proposed development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8).
I urge you to oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open
public discussion about the unintended impacts to infrastructure, health, and safety. How can a
single 17 acre rezoning application set a staggering precedent for 16 million square feet of
adjacent land without first engaging the broader community in active discussion? If it can
happen in our historic community, where else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
If a District Overlay needs to be re-written to allow for more flexibility in development, I am
supportive of having those conversations as a community. But, the changes should not be
made through precedent created by a single 17 acre rezoning application.
Please support us in opposing this proposal,
Lori Gardner
6445 S. 32nd St
Phoenix, AZ 85042
Page 481
To: Cynthia Gosa-Lazaro
Subject: Fwd: Needing your help opposing a project (Z-35-20-8 and GPA-1-20-8)
---------- Forwarded message ---------
From: Tatiana Peña Marchuk
Date: Thu, Feb 4, 2021 at 12:00 PM
Subject: Fwd: Needing your help opposing a project (Z-35-20-8 and GPA-1-20-8)
To:
Trent and I have been working on a rezoning issue in South Phoenix. We have been working to help Carlos and the rest
of City Council be more supportive to halt some high density housing pushes. Trent had started working more in this last
summer and has done a great amount to influence the rezoning. We also have enlisted our entire neighborhood.
Now we are asking for your help to support our efforts by emailing City Council officials.
We need 100+ emails to be organically sent for our voices to be heard. The Applicant has used COVID-19 to silence the
neighbors in an attempt to push through an inappropriate project that shifts the costs of the attending consequences to the
residents of South Phoenix.
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned Residents,
I am a resident of South Mountain Village. And I am very concerned - even scared - because of a proposed development
project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8). I urge you to oppose this proposal.
This rezoning application will set a precedent to eviscerate decades- old planning without open public discussion about the
unintended impacts to infrastructure, health, and safety. How can a single 17 acre rezoning application set a staggering
precedent for 16 million square feet of adjacent land without first engaging the broader community in active discussion? If
it can happen in our historic community, where else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
If a District Overlay needs to be re-written to allow for more flexibility in development, I am supportive of having those
conversations as a community. But, the changes should not be made through precedent created by a single 17 acre
rezoning application.
Lottie V. Lecian
1847 E. Atlanta Ave.
Phoenix, AZ 85040
e challenge you to ask at least 3 others who live in the South Mountain Village (between 27th Ave to 48th St and
Salt River to South Mountain) to do the same by Sunday, February 7, 2021.
Below, we have provided the email to send and the directions. Literally, five easy steps will take less than five minutes:
1. Click "Forward" on this email, (The title is needed to help this email be more effective).
2. Copy and Paste the below email addresses into the "To:" field,
3. Add a few words of your own expressing your own opinion about this project,
4. Sign with your name and physical address,
5. Hit send and you've done your part!
3731 E Saint Anne Ave [google.com]
Phoenix, AZ 85042 [google.com]
--
Thank you,
Page 482
Enrique A Bojorquez-Gaxiola
From: llecian@aol.com
Sent: Tuesday, February 16, 2021 6:15 PM
To: Enrique A Bojorquez-Gaxiola
Subject: Re: My concern is that we don't need high density buildings in this neighborhood. It is like living in
housing projects of the past.
Yes I am concerned about the property on 40th Street in South Phoenix.
Lottie Lecian
-----Original Message-----
From: Enrique A Bojorquez-Gaxiola
To: llecian@aol.com
Sent: Tue, Feb 16, 2021 9:06 am
Subject: RE: My concern is that we don't need high density buildings in this neighborhood. It is like living in housing
projects of the past.
Good morning,
How are you? Is your email below related to a zoning case in particular? (So that we can add it to the case file)
Thank you,
Enrique Bojórquez-Gaxiola
Planner II – Village Planner
Planning & Development Department
Long Range Planning
200 W. Washington Street
Phoenix, AZ 85003
Office: (602) 262-6949
***I am currently working remotely on a rotational schedule, but will be checking voicemails multiple times per
day. Please feel free to leave me a voice message or email me for a more timely response. Thank you.***
From: llecian@aol.com
Sent: Monday, February 15, 2021 6:20 PM
To: Enrique A Bojorquez-Gaxiola
Subject: My concern is that we don't need high density buildings in this neighborhood. It is like living in housing projects
of the past.
Page 483
From: Lu Ann Winters
To: Enrique A Bojorquez-Gaxiola
Subject: Meeting regarding South Mountain Area
Date: Friday, February 5, 2021 11:33:04 PM
Enrique,
I will not be able to attend the following meeting on Tuesday, February 9th at 6 p.m.,
but would like to give my input as a resident in the South Mountain area of Phoenix.
The proposal at 40th St & Southern. Item #8: GPA-SM-1-20-8 (Companion Case Z-
35-20-8)"
I am very much concerned about this proposal as it would add more high-density
housing to an area that is already over populated. The traffic in this area just gets
busier and busier and with more housing it will only get worse. Our streets are not
built for this capacity of traffic.
The following are reasons this project would not be good for our community:
This proposal will destroy the official planning between 24th St and 40th St
between Southern Ave and Vineyard
This area is known as the Mixed Use Agriculture (MUA) District and is planned
for low density housing, among many other requirements.
The MUA contains 16+ million sq ft of remnant farmland bookended by this
project's site to the east and the Arbors to the west.
This proposal will destroy the MUA by setting a precedent of high density
residential at both ends of the MUA district (24th St and 40th St)..
The MUA is within the Baseline Area, which is boxed between Central and 40th
St and Southern and the Preserve
With the MUA destroyed, the Certainty and Character of the Baseline Area
(which is stated as an integral part of the General Plan) will be gutted
Being that the Baseline Area is the largest district in our Village, the South
Mountain Village will also be gutted.
This proposal has far reaching negative consequences to shaping the future of
South Phoenix.
High density housing is not itself bad. Developing high-density housing without
the attending infrastructure and services is short-sighted and bad for the
community.
South Phoenix already lacks the commensurate infrastructure and services to
support such extreme, one-off deviation from the General Plan.
Safety is inextricably linked to proper infrastructure development.
If the attending costs of these liabilities were actually included in the developer's
plan, the project would not be profitable.
The only way for this project to be profitable - and for people outside of South
Phoenix to make lots of money - is to shift those costs to the people of South
Phoenix.
Page 484
Thank you for taking into consideration these reasons against this project.
Sincerely,
Lu Ann Winters
3434 East Baseline Road, #323
Phoenix, AZ 85042
310-614-4606
Page 485
From: Lu Ann Winters
To: Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council District 5 PCC;
Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC; Enrique A
Bojorquez-Gaxiola; somosbuildbam@gmail.com; Mayor Gallego
Subject: Fw: Please Help: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Thursday, February 4, 2021 7:27:09 PM
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned Residents,
I am a resident of South Mountain Village. And I am very concerned - even scared - because of a
proposed development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8). I urge you to
oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open public
discussion about the unintended impacts to infrastructure, health, and safety. How can a single 17 acre
rezoning application set a staggering precedent for 16 million square feet of adjacent land without first
engaging the broader community in active discussion? If it can happen in our historic community, where
else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
If a District Overlay needs to be re-written to allow for more flexibility in development, I am supportive of
having those conversations as a community. But, the changes should not be made through precedent
created by a single 17 acre rezoning application.
I am also very much concerned about this proposal due to our streets already being overly crowded with
all the recent developments being added.
Please support us in opposing this proposal,
Lu Ann Winters
3434 East Baseline Road, Unit #323
Phoenix, AZ 85042
Page 486
From: Lu Ann Winters
To: Enrique A Bojorquez-Gaxiola
Subject: GPA SM-1-20-8 and Z-35-20-8
Date: Friday, March 5, 2021 5:23:27 PM
Enrique,
I am writing in opposition to the above proposal to the land on 40th and Southern in
Phoenix, Arizona. I am in opposition because it will create too much density of
population in the area and goes in direct opposition to the master plan for the area.
My greatest concern is how it will affect traffic in the area. We already have
congestion most of the time on Baseline and Southern and this project would only
add to the problem.
I won't be able to attend the meeting, but would like to give the time that would be
allotted to me to speak to Patty McKinstry.
Thank you,
Lu Ann Winters
3434 East Baseline Road, #323
Phoenix, AZ 85042
Page 487
From: When Jones
To: Enrique A Bojorquez-Gaxiola
Subject: Opposition to building plan at Southern and 40th St
Date: Monday, March 8, 2021 5:42:07 PM
I am a property owner in Bartlett Heard Ranch. I am opposed to the building plan for the
corner of Southern and 40th St - particularly the current proposed density. I would like to
donate my speaking time at tomorrow’s meeting to Patty McKinstry.
Thank you for your efforts in this matter.
Marianne Walden
602-332-0115
3844 E Vineyard Rd, Phoenix, AZ 85042
Page 488
From: Marianne Randall
To: Enrique A Bojorquez-Gaxiola
Subject: Oppose project
Date: Saturday, March 6, 2021 7:51:07 AM
I want to be noted as opposing cases GPA SM-1-20-8 and Z-35-20-8.
Thank you
Marianne Randall
Page 489
From: Mary Hagerty
To: Enrique A Bojorquez-Gaxiola
Subject: #9 GPA-SM-1-20-8 (Companion Case Z-35-20-8) and #10 Z-35-20-8 (Companion Case GPA-SM-1-20-8)
Date: Sunday, March 7, 2021 2:57:02 PM
My name is Mary Hagerty and I live in the South Mountain area. I am against both of these
cases that are on the agenda for the upcoming SMPVC meeting on March 9.
I yield my time to Patty McKinstry.
Mary Hagerty
3241 E Maldonado Dr.
Phoenix, 85042
Page 490
From: Mary Jene Flores
To: Enrique A Bojorquez-Gaxiola
Subject: Somos buildbam
Date: Saturday, March 6, 2021 3:39:25 PM
I mary jene Flores, Am stating that I am opposed to GPA Sm-1-20-8 & 2-35-20-8
I yield my time to Patty McKinstry
Thank you,Sincerely
Mary jene Flores
Page 491
From: Mary-Laura Brooks
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola; somosbuildbam@gmail.com
Subject: Fwd: Fwd: Your Action is Needed: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Saturday, February 6, 2021 4:07:10 PM
Dear City Council, Mayor, , Village Planning, City Planners, and Concerned Residents,
I have lived in the South Phoenix area for 40 years. I have watched the growth and
development - most positive, but some, such as this plan, leans to the negative. I am familiar
with the South Mountain Village plans for development and question where this plan ( 40th St
& Southern ( Z-35-20-8 & GPA 1-20-8) fits in. We are living in a historically significant area
and that is a reason that most of us choose to continue to reside here. It's different then the
suburbs that surround the Valley of the Sun. Its uniqueness should and must be preserved by
thoughtful discussion based on South Mountain residents community minded input and
decisions. It is not the developers' or land owners or city council role to make absolute
choices about zoning and other developmental concerns . It is the right and role of the
community and tax paying residents to have the majority of say.
Another concerning fact is there has been minimal public communication about this rezoning.
As our community deals with the COVID crisis, it is even more essential that people are made
more aware of any proposed zoning changes. People are focused on their health and welfare so
it is imperative that a greater effort be made to communicate changes . If you say there are
signs posted with zoning info or meetings, please consider that even though people may live
in South Phoenix, they may not pass this particular part of the city on a regular basis. This
proposal is of significant concern to to all South Phoenix residents because it could set a
precedent for future development.
Thank you for your consideration in this matter
Mary-Laura Brooks
2127 E. Fawn Dr. Phoenix 85042
-------- Forwarded Message --------
Subject:Fwd: Your Action is Needed: Opposition to Proposal at 40th St & Southern Ave (Z-
35-20-8 and GPA-1-20-8)
Date:Thu, 4 Feb 2021 11:56:32 -0700
From:Kaylee Colter
To:Richard Brooks
Since you will soon be neighbors too, perhaps you might help us create some opposition if you
have some time?
Page 492
Begin forwarded message:
From: Trent Marchuk
Subject: Your Action is Needed: Opposition to Proposal at 40th St &
Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: February 3, 2021 at 1:48:07 PM MST
To: Trent Marchuk
Hi Neighbors,
If you feel passionate about what you read below in the email below,
please forward this entire email string to the City officials listed below and
add your own thoughts in opposition to the project.
Literally, five easy steps will take less than five minutes:
1. Click "Forward" on this email,
2. Copy and Paste the below email addresses into the "To:" field,
3. Add a few words of your own expressing your own opinion about this
project,
4. Sign with your name and mailing address,
5. Hit send and you've done your part!
mayor.gallego@phoenix.gov, council.district.1@phoenix.gov,
council.district.2@phoenix.gov, council.district.3@phoenix.gov,
council.district.4@phoenix.gov, council.district.5@phoenix.gov,
council.district.6@phoenix.gov, council.district.7@phoenix.gov,
council.district.8@phoenix.gov, SouthMountainVPC@phoenix.gov,
enrique.bojorquez-gaxiola@phoenix.gov, somosbuildbam@gmail.com
We need 100+ emails to be organically sent for our voices to be heard.
The Applicant has used COVID-19 to silence the neighbors in an attempt
to push through an inappropriate project that shifts the costs of the
attending consequences to the residents of South Phoenix.
We challenge you to ask at least 3 others who live in the South
Mountain Village (between 27th Ave to 48th St and Salt River to
South Mountain) to do the same by Sunday, February 7, 2021.
Your sending an email to our elected representatives at this time is
absolutely critical.
Thank you,
Trent Marchuk
somosbuildbam.org [somosbuildbam.org]
---------- Forwarded message ---------
From: Trent Marchuk
Date: Wed, Feb 3, 2021 at 1:27 PM
Page 493
Subject: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-
1-20-8)
To:
District 6 PCC
Enrique Bojorquez
Hello Mayor, City Council Members, Village Planning, City Planners, and
Concerned Residents,
I am a resident of South Mountain Village. And I am very concerned - even
scared - because of a proposed development project at 40th St and Southern Ave
(Z-35-20-8 and GPA-1-20-8). I urge you to oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning
without open public discussion about the unintended impacts to infrastructure,
health, and safety. How can a single 17 acre rezoning application set a staggering
precedent for 16 million square feet of adjacent land without first engaging the
broader community in active discussion? If it can happen in our historic
community, where else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic
developers.
If a District Overlay needs to be re-written to allow for more flexibility in
development, I am supportive of having those conversations as a community.
But, the changes should not be made through precedent created by a single 17
acre rezoning application.
Please support us in opposing this proposal,
Trent Marchuk
3731 E Saint Anne Ave
Phoenix, AZ 85042
Page 494
From: Mary-Laura Brooks
To: Enrique A Bojorquez-Gaxiola
Subject: Cases GPA SM-1-20-8 and Z-35-20-8 RE: 40th St & Southern
Date: Saturday, March 6, 2021 5:46:44 PM
Dear Mr. Bojorquez-Gaxiola
Please add this email in the record as me opposing the the cases GPA
SM-1-20-8 and Z-35-20-8.
My main concerns are density and related traffic issues that will result
from proposed density. I also hope those involved will respect the
uniqueness of South Phoenix and it's agricultural history. Why destroy
what has been so diligently maintained throughout the years. I'd like
future generations to have a glimpse of the past of this great
community rather than all the brick, mortar and pavement that is so
prevalent in today's growth.
Please yield my time to speak to Patty McKinstry.
Thank you
Mary-Laura Brooks
Page 495
From: When Jones
To: PDD South Mountain VPC; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4;
Council District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; Enrique A Bojorquez-
Gaxiola; Mayor Gallego; somosbuildbam@gmail.com
Subject: Fwd: Your Action is Needed: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Thursday, February 4, 2021 7:20:05 PM
Hello,
My name is Marianne Walden. I’m a homeowner in Bartlett-Heard Ranch. I’d like to state that
I am not in favor of allowing the proposed rental housing development at the corner of
Southern and 40th St. There is presently a lot of traffic congestion at that corner at rush hour
with traffic coming south on 40thSt and traffic trying to turn in and out of Walgreens and the
Shell station on the other corner. Adding the additional amount of vehicles that this
subdivision would bring to this area would create a lot of daily frustration and dangerous
situations for the residents.
I’m requesting that the city not approve this overcrowded development plan, and remain with
a plan that would have either one or two houses per acre.
Thank you for your consideration.
---------- Forwarded message ---------
From: When Jones
Date: Wed, Feb 3, 2021 at 1:55 PM
Subject: Fwd: Your Action is Needed: Opposition to Proposal at 40th St & Southern Ave (Z-
35-20-8 and GPA-1-20-8)
To: Zack lindsay
---------- Forwarded message ---------
From: Trent Marchuk
Date: Wed, Feb 3, 2021 at 1:48 PM
Subject: Your Action is Needed: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-
8 and GPA-1-20-8)
To: Trent Marchuk
Hi Neighbors,
If you feel passionate about what you read below in the email below, please forward
this entire email string to the City officials listed below and add your own thoughts in
opposition to the project.
Literally, five easy steps will take less than five minutes:
1. Click "Forward" on this email,
2. Copy and Paste the below email addresses into the "To:" field,
3. Add a few words of your own expressing your own opinion about this project,
4. Sign with your name and mailing address,
5. Hit send and you've done your part!
mayor.gallego@phoenix.gov, council.district.1@phoenix.gov,
Page 496
council.district.2@phoenix.gov, council.district.3@phoenix.gov,
council.district.4@phoenix.gov, council.district.5@phoenix.gov,
council.district.6@phoenix.gov, council.district.7@phoenix.gov,
council.district.8@phoenix.gov, SouthMountainVPC@phoenix.gov, enrique.bojorquez-
gaxiola@phoenix.gov, somosbuildbam@gmail.com
We need 100+ emails to be organically sent for our voices to be heard. The Applicant
has used COVID-19 to silence the neighbors in an attempt to push through an
inappropriate project that shifts the costs of the attending consequences to the
residents of South Phoenix.
We challenge you to ask at least 3 others who live in the South Mountain
Village (between 27th Ave to 48th St and Salt River to South Mountain) to do the
same by Sunday, February 7, 2021.
Your sending an email to our elected representatives at this time is absolutely critical.
Thank you,
Trent Marchuk
somosbuildbam.org [somosbuildbam.org]
---------- Forwarded message ---------
From: Trent Marchuk
Date: Wed, Feb 3, 2021 at 1:27 PM
Subject: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
To:
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned
Residents,
I am a resident of South Mountain Village. And I am very concerned - even scared - because
of a proposed development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8).
I urge you to oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open
public discussion about the unintended impacts to infrastructure, health, and safety. How can a
single 17 acre rezoning application set a staggering precedent for 16 million square feet of
adjacent land without first engaging the broader community in active discussion? If it can
happen in our historic community, where else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
Page 497
If a District Overlay needs to be re-written to allow for more flexibility in development, I am
supportive of having those conversations as a community. But, the changes should not be
made through precedent created by a single 17 acre rezoning application.
Please support us in opposing this proposal,
Trent Marchuk
3731 E Saint Anne Ave [google.com]
Phoenix, AZ 85042 [google.com]
Page 498
From: M Bontrager
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola
Subject: Proposed development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Thursday, February 4, 2021 7:11:07 AM
Hello Mayor, City Council Members, Village Planning, City Planners,
I am a resident of South Mountain Village. And I am very concerned because of a proposed
development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8). I urge you to
oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open
public discussion about the unintended impacts to infrastructure, health, and safety. How can a
single 17 acre rezoning application set a staggering precedent for 16 million square feet of
adjacent land without first engaging the broader community in active discussion?
If a District Overlay needs to be re-written to allow for more flexibility in development, I am
supportive of having those conversations as a community. But, the changes should not be
made through precedent created by a single 17 acre rezoning application.
Sincerely,
Monique Bontrager
6401 S 37th str PHX AZ 85042
602 770 4526
Page 499
From: M Bontrager
To: Enrique A Bojorquez-Gaxiola
Subject: Opposition to Agenda item #8 for tomorrows Village Planning MTG
Date: Monday, February 8, 2021 10:44:21 AM
Good Morning Enrique,
I’d like to register my opposition to Agenda Item #8: GPA-SM-1-20-8 (Companion Case Z-35-20-8). Happening
02/09/202. I do not need to speak.
Thank you and have a great day
Monique Bontrager
============
Page 500
From: noblemanor@cox.net
To: Enrique A Bojorquez-Gaxiola
Date: Friday, March 5, 2021 6:23:59 PM
We, the Noble family, owners of property at 3880 E Vineyard Rd don't wish to speak but
would like it known that we are opposed to the proposal for the land at 40th St and Southern.
We will let Patty speak for us. Thank you.
Page 501
From: Somos BuildBam
To: Enrique A Bojorquez-Gaxiola
Cc: PDD South Mountain VPC; Council District 8 PCC; Somos BuildBam
Subject: Opposition Petitions (Z-35-20-8 and GPA-1-20-8)
Date: Monday, February 8, 2021 12:11:59 PM
Attachments: Opposition Petition to Z-35-20-8 & GPA-SM-1-20-8.pdf
Hi Enrique,
Please find attached signatures in opposition to the planned development off of 40th St and
Southern.
Kindly request to add to the case file for Z-35-20-8 & GPA-SM-1-20-8.
94.5% (52 of 55 ) residential parcels to the immediate south of this proposal are in
active opposition to this proposal.
This comprises 80+ acres of adjacent and contiguous land in active opposition
This is over six times (6x) the land area of the proposal, using county assessor
numbers, that is in active opposition.
Another nearby 12 property owners, comprising another ~20 acres, are also in active
opposition
We hope this dispels any prior unsubstantiated misrepresentation counter to the following
points:
1. The vast majority of neighbors are in active opposition to this proposal
2. This proposal will hurt the South Mountain Community
3. Somosbuildbam.org does not represent a "small handful", but have represented the
views of many residents in the presented opposition to-date;
Please note, the above does not include all of the active opposition to this project received to-
date, just a catalog of the immediate neighbors.
Thank you,
Trent Marchuk
Page 502
Page 503
Page 504
Page 505
Page 506
Page 507
Page 508
Page 509
Page 510
Page 511
Date: Tue, 2 Feb 2021 19:11:53 -0700
Subject: 40th st and southern property virtual hearing next week Feb9
hi Enrique - I live in Heard ranch and recently remodeled my home with significant iinvestment. I would like to attend
this meeting as I am concerned about the high density neighborhood being planned even after initial inputs to the
developer on the intent of this neighborhood and better options for this parcel. We suggested win-win options to
current residents and developer and would like to hear what the development team has to say about the inputs.Can u
pls send me the invite to the virtual meeting.
rgds
Raj Chotalla
3840 E Vineyard
Phoenix 85042
Page 512
From: Regena Gustafson
To: Enrique A Bojorquez-Gaxiola
Subject: Z-35-20-8 and GPA-SM-1-20-8 40th and Southern Project
Date: Monday, March 8, 2021 4:19:13 PM
This is to register our opposition to the project Z-35-20-8 and GPA-SM-1-20-8 40th and Southern
Project.
While I am unable to attend and speak to this matter directly, I would like to yield my time to Patty
McKinstry.
Thank you for your time. Jeremy and Regena Gustafson
WARNING! WIRE FRAUD ADVISORY
Wire fraud and email hacking/phishing attacks are on the rise! If
you receive an email containing Wire Transfer Instructions, DO NOT
RESPOND TO THE EMAIL! Instead, call your loan officer or closer
immediately, using previously known phone number and NOT any
information provided in the email, to voice verify the information
prior to sending any funds.
Page 513
Page 514
Page 515
From: Robert Underwood
To: Enrique A Bojorquez-Gaxiola
Cc: Trent Marchuk; Patty & Bruce McKinstry
Subject: South Mountain Village Commission meeting 3-9-21
Date: Monday, March 8, 2021 1:02:07 PM
Good afternoon, Enrique I would like to request to speak tomorrow at the South Mountain Village
Planning Commission. I am a long time resident of the Bartlett Heard community and a business
owner that is adjacent to the proposed rezoning case. I am definitely opposed to the rezoning of
40th Street and Southern ( 2-35-20-8 and GPA-SM-1-20-8) as proposed. I believe we can work with
the developer and owner to come up with an agreeable solution. Thank you for your consideration.
Respectfully Bob Underwood
robert l. underwood
chief executive officer
AAA LANDSCAPE
3747 E. Southern Avenue, Phoenix, AZ 85040
P 602.437.2690 F 602.437.2970
www.aaalandscape.com [aaalandscape.com]
We Beautify the World
Page 516
From: LYNN NOBLE
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola; somosbuildbam@gmail.com
Subject: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Wednesday, February 3, 2021 3:10:46 PM
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned
Residents,
I am a resident of South Mountain Village. And I am very concerned - even scared - because
of a proposed development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8).
I urge you to oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open
public discussion about the unintended impacts to infrastructure, health, and safety. How can a
single 17 acre rezoning application set a staggering precedent for 16 million square feet of
adjacent land without first engaging the broader community in active discussion? If it can
happen in our historic community, where else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
If a District Overlay needs to be re-written to allow for more flexibility in development, I am
supportive of having those conversations as a community. But, the changes should not be
made through precedent created by a single 17 acre rezoning application.
Please support us in opposing this proposal,
Ronald and Lynn Noble
3880 E Vineyard Rd
Phoenix, AZ 85042
Page 517
From: Sandy Bawden
To: Enrique A Bojorquez-Gaxiola
Subject: SMVPC Meeting February 9, 2021
Date: Monday, February 8, 2021 10:37:40 AM
Good morning Enrique,
Please register my opposition to Agenda item#8 GPA-SM-1-20-8 (Companion Case Z-35-20-
8).
I wiill also give my time to speak to Trent Marchuk.
Thank you,
Sandy Bawden
Page 518
From: Sandy Bawden
To: Enrique A Bojorquez-Gaxiola
Subject: SMVPC March 9 Meeting
Date: Tuesday, March 9, 2021 5:14:55 AM
Good morning Enrique,
I hope you are doing well. Please register my opposition to Agenda item#9 GPA-SM-1-20-8 (Companion Case Z-35-20-8).
I will also give my time to speak to Patty McKinstry.
Thank you,
Sandy Bawden
Page 519
From: Sara Dunsford
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola; somosbuildbam@gmail.com
Subject: Needing your help opposing a project (Z-35-20-8 and GPA-1-20-8)
Date: Thursday, February 4, 2021 5:17:19 PM
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned
Residents,
I am a resident of South Mountain Village. And I am very concerned because of a
proposed development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-
20-8). I urge you to oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning
without open public discussion about the unintended impacts to infrastructure,
health, and safety. How can a single 17 acre rezoning application set a staggering
precedent for 16 million square feet of adjacent land without first engaging the
broader community in active discussion? If it can happen in our historic
community, where else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic
developers.
If a District Overlay needs to be re-written to allow for more flexibility in
development, I am supportive of having those conversations as a community. But,
the changes should not be made through precedent created by a single 17 acre
rezoning application.
With concern,
Mrs. Sara T. Dunsford
914 East Beth Drive
Phoenix, Arizona 85042
Page 520
From: Jeff Zink
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola; somosbuildbam@gmail.com
Subject: Opposing a project (Z-35-20-8 & GPA-1-20-8)
Date: Friday, February 5, 2021 12:54:22 PM
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned Residents,
I am a resident of South Mountain Village. And I am very concerned - even scared - because of a
proposed development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8). I urge you to
oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open public
discussion about the unintended impacts to infrastructure, health, and safety. How can a single 17 acre
rezoning application set a staggering precedent for 16 million square feet of adjacent land without first
engaging the broader community in active discussion? If it can happen in our historic community, where
else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
If a District Overlay needs to be re-written to allow for more flexibility in development, I am supportive of
having those conversations as a community. But, the changes should not be made through precedent
created by a single 17 acre rezoning application.
Please support us in opposing this proposal,
Jeff and Stephanie Zink
2115 W. Vineyard Road
Phoenix, AZ 85041
Page 521
From: Tanis June Earle
To: Enrique A Bojorquez-Gaxiola
Cc: Patty McKinstry
Subject: 3/9/21 SMVPC Meeting GPA SM-1-20-8 and Z-35-20-8
Date: Saturday, March 6, 2021 9:37:46 AM
Good morning Enrique,
My husband and I would like for it to be noted at Tuesday's meeting that we are very much in
opposition to Agenda Item #9 and #10: GPA-SM-1-20-8 and Z-35-20-8.
We yield our time to Patty McKinstry to speak in unified opposition.
We own and live at 3602 E Vineyard Rd Phoenix, AZ 85042
Bartlett Heard Ranch Neighborhood
Thank you,
Tanis and Ambrose Earle
602.469.0617
Page 522
From: Tanis June Earle
To: Enrique A Bojorquez-Gaxiola
Subject: 2/9/21 SMVPC Meeting GPA-SM-1-20-8/Z-35-20-8
Date: Monday, February 8, 2021 11:56:07 AM
Good morning Enrique,
My husband and I would like for it to be noted at tomorrow's meeting that we are very much
in opposition to Agenda Item #8: GPA-SM-1-20-8 (Companion Case Z-35-20-8).
We own and live at 3602 E Vineyard Rd Phoenix, AZ 85042
Bartlett Herd Ranch Neighborhood
Thank you,
Tanis and Ambrose Earle
602.469.0617
Page 523
From: Tatiana Peña Marchuk
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola; somosbuildbam@gmail.com
Subject: Fwd: Your Action is Needed: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Thursday, February 4, 2021 11:46:53 AM
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned
Residents,
I am a resident of South Mountain Village. And I am very concerned - even scared - because
of a proposed development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8).
I urge you to oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open
public discussion about the unintended impacts to infrastructure, health, and safety. How can a
single 17 acre rezoning application set a staggering precedent for 16 million square feet of
adjacent land without first engaging the broader community in active discussion? If it can
happen in our historic community, where else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
If a District Overlay needs to be re-written to allow for more flexibility in development, I am
supportive of having those conversations as a community. But, the changes should not be
made through precedent created by a single 17 acre rezoning application.
Please support us in opposing this proposal,
Tatiana Peña
3731 E Saint Anne Ave
Phoenix, AZ 85042
Page 524
From: Ted Wall
To: Enrique A Bojorquez-Gaxiola
Subject: 2/9/21 SMVPC Meeting
Date: Monday, February 8, 2021 9:28:05 AM
Hi Enrique, Please register my opposition to Agenda Item #8: GPA-SM-1-20-8 (Companion Case Z-35-
20-8). Thanks!!
Sincerely -
Theodore R Wall
INSIGHT VALUATION
3820 E Vineyard Rd
Phoenix, AZ 85042
602.663.4131
Ted.wall@insight-valuation.com
Page 525
From: Thom Bawden
To: Enrique A Bojorquez-Gaxiola
Subject: SMVPC Meeting Tonight February 9, 2021
Date: Tuesday, February 9, 2021 7:20:19 AM
Hello Enrique,
Please register my opposition to Agenda item#8 GPA-SM-1-20-8 (Companion Case
Z-35-20-8). This development is not a good fit for this property.
Thank you,
Thom Bawden
Page 526
From: Thom Bawden
To: Enrique A Bojorquez-Gaxiola
Subject: SMVPC March 9 Meeting
Date: Tuesday, March 9, 2021 5:21:59 AM
Hello,
Please register my opposition to Agenda Item #9 GPA-SM-1-20-8 (Companion case Z-35-20-8). I will also give my time to speak to
Bob Underwood.
Thank you,
Thom Bawden
Page 527
From: Tina Behrens
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola; somosbuildbam@gmail.com
Subject: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Monday, February 8, 2021 9:57:24 AM
Importance: High
As an established resident of the Bartlett Heard Ranch, I urge you to oppose this proposal. Allowing
development that erodes the General Plan that was created and approved by this community is a
tremendous blow to those of us who work hard to care for and foster this unique neighborhood.
Please DO NOT allow any zoning changes to this property.
Sincerely,
Tina Leadbetter
3268 E. Vineyard Rd
Phoenix, AZ 85042
---------- Forwarded message ---------
From: Trent Marchuk
Date: Wed, Feb 3, 2021 at 1:27 PM
Subject: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
To:
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned Residents,
I am a resident of South Mountain Village. And I am very concerned - even scared - because of a
proposed development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8). I urge you
to oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open
public discussion about the unintended impacts to infrastructure, health, and safety. How can a
single 17 acre rezoning application set a staggering precedent for 16 million square feet of adjacent
land without first engaging the broader community in active discussion? If it can happen in our
historic community, where else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
Page 528
If a District Overlay needs to be re-written to allow for more flexibility in development, I am
supportive of having those conversations as a community. But, the changes should not be made
through precedent created by a single 17 acre rezoning application.
Please support us in opposing this proposal,
Trent Marchuk
3731 E Saint Anne Ave
Phoenix, AZ 85042
Page 529
From: Tina Behrens
To: Enrique A Bojorquez-Gaxiola
Subject: Z-35-20-8 and GPA-SM-1-20-8
Date: Monday, March 8, 2021 3:24:53 PM
I’d like to register my opposition to the proposed development at 40th Street & Southern Ave in
Phoenix (Z-35-20-8 and GPA-SM-1-20-8). I would like to yield my time to speak to Patty McKinstry.
Please let me know if you need additional information.
Tina Leadbetter
3268 E. Vineyard Rd
Phoenix, AZ 85042
Page 530
From: Tod Hegstrom
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola; somosbuildbam@gmail.com
Subject: SE Corner 40th St & Southern - Zoning Change Request - Apposed
Date: Monday, February 8, 2021 5:15:45 PM
To All -
Proposal: Zoning Change Request at 40th St & Southern Ave (Z-35-20-8 and GPA-
1-20-8)
My Position: Opposed to the above sited zoning changes.
Significant time and effort has been placed, by dozens of South Phoenix
residents, into constructing the plans for the South Mountain area. And
more specifically to the Baseline Corridor.
Obviously things change, the plans can change. However, the plan has
NOT changed.
The zoning request is not consistent with the plan and zoning request
significantly changes the use. High Density Residential.
We've lost the flower gardens, we've lost the citrus groves, we've lost
the cotton fields. We've been inundated with so many apartment
complexes and high density housing ... and it has to STOP.
Yes, I remember all of those beautiful attributes of South Phoenix. I've
lived in South Phoenix for over four decades. My spouse grew up in
South Phoenix. Our kids grew up in South Phoenix, and our kids did NOT
move away. Our grandkids are growing up in South Phoenix.
I know what we had, I know what we have. A lot has changed. This
zoning should not be changed.
Stop it here. Stop it now.
Respectfully Submitted,
- Tod
Tod Hegstrom
602.758.5855
16th St & Southern Area
Psalms 37:5 | Commit thy way unto the LORD; trust also in him;
and he shall bring it to pass.
Page 531
"Right is right even if no one is doing it; wrong is wrong even if everyone is doing it."
St. Augustine/Augustine of Hippo
And, for the Geeky types:
SELECT * FROM users WHERE clue > 0
returned 0 results
There's no place like 127.0.0.1
There are 10 types of people in the world: those who understand
binary, and those who don't.
Page 532
From: Trent Marchuk
To: Adriana Garcia Maximiliano
Cc: Bereket Gebre-Egziabher; Bob Underwood; Enrique A Bojorquez-Gaxiola; FABIOLA MARQUEZ; Greg Brownell;
Pattihoash@gmail.com; Patty & Bruce McKinstry; Patty Mckinstry
Subject: Notes 3/4/21 - 40th St Follow Up - D8 Meeting
Date: Thursday, March 4, 2021 4:27:45 PM
Attachments: image003.png
image001.png
image002.png
40th&Southern_3.04.21.pdf
Hi Adriana and Councilmember Garcia,
Thank you for organizing today's meeting between the Councilmember, members of the
community, members of the SMVPC, and the Applicant. As mentioned during the call, I was
- and am in this email - playing the role of resident and constituent.
The neighbors are grateful that the Applicant recognized today that there has been a
misconception on the part of the Applicant for the last 8 months. The Applicant correctly
observed that the pro-development neighbors are, and have been, willing to work on a solution
and a compromise. We can't help but think of all the potential unnecessary churn (in both
time and money) that has resulted from the Applicant's unilateral propagation of this
misconception. For that recognition, we are grateful
Main Concerns
Please see attached the presentation the neighbors collectively put together to succinctly
capture our main concerns. These main concerns can be boiled down to:
1. Density,
2. Density Transition, and
3. Attending Legal Documents
Any other concerns brought up by the Applicant are representative of the Applicant's
concerns and not the neighbors' primary concerns.
Just as the Neighbors lack a decree to plan the land around them, it is hard to imagine a
Village Planning Committee, Planning Commission, or even a City Council willing to
substitute a myopic view on one proposal when such a devastating Precedent would negatively
reverberate throughout the legal and governing documents, including at least 400+ acres of
surrounding land.
Key Take-Aways
Due to the trend towards convoluted PUDs, the neighbors strongly prefer hard zoned
categories.
The South Parcel S-1 zoning needs to change, since S-1 is antiquated. We support
upgrading to RE-35, but concede up to R1-18.
The North Parcel's C-2 w/ stipulations is preferred not to change and to remain as-is.
These stipulations were negotiated in good faith and the neighbors, including the
business owner to the west, have tangibly performed their end of the agreement.
The property owner is not known to have yet tangibly performed any portion of
their agreement - including not even marketing the land properly for 15+ years.
Page 533
Any change to the existing C-2 stipulations will require a hearing with the
SMVPC
To demonstrate the pro-development nature of the neighbors, we proactively
concede further an openness to negotiating the existing stipulations to allow some
level of residential on the north 7 acres.
The Applicant is invited to work with the Neighbors to collectively determine
what trade-offs are acceptable.
In support of the above and the discussions today, there have been some minor
adjustments made to the deck. If you have any questions, please reach out and we will be
happy to explain each point of clarification.
The benefit of allowing the neighbors to share what they have collectively organized in
advance is a great efficiency that is invaluable to productive conversation. Your continuing to
allow the practice is of great value to the process and to transparency. We recognize that the
result of these neighbor slides is that the ensuing conversation is focused and we can
accomplish a lot in just one hour.
Optimism
The neighbors remain optimistic. We see a path forward to work with the Applicant, if they
so desire to work with us. If they do not, we recognize this market is sufficiently conducive to
another developer being willing to work with the community - especially if/when the land is
actually marketed properly.
We have recognized the current, legal hard zoning and shared the neighbors' preferred
outcome based upon decades old agreements that the neighbors have performed upon, but the
property owner has not.
Despite this situation, the pro-development neighbors have provided additional concessions
that should be sufficient for a respectful developer to act upon and realize their required rate of
return.
We remain willing to discuss further and find a mutually agreeable solution
Respectfully submitted,
Trent Marchuk
On Wed, Mar 3, 2021 at 7:41 PM Trent Marchuk
Hi Adriana,
We met as Neighbors tonight and will be able to accommodate the meeting tomorrow at
12n.
Depending how that conversation goes, we could use Monday 9a as a follow-up discussion.
Thank you,
Trent
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Page 541
From: Trent Marchuk
To: Enrique A Bojorquez-Gaxiola
Cc: PDD South Mountain VPC; Council District 8 PCC; Adriana Garcia Maximiliano; Somos BuildBam
Subject: Support_Petition Signatures_01-26-21.pdf (Z-35-20-8 and GPA-1-20-8)
Date: Thursday, February 4, 2021 12:24:10 PM
Hi Enrique,
Please add this email to the official case file for Z-35-20-8 and GPA-1-20-8.
Somosbuildbam.org reviewed the Applicant's support petition submissions as found in the
Records Request file entitled, "Support_Petition Signatures_01-26-21.pdf". Our resident
collective counted 249 submissions in total.
With the below concerns, we strongly believe that the validity and integrity of the Applicant's
support petition should be carefully analyzed and request the City to perform additional due
diligence.
A general observation is that all 249 submissions lack a date. The neighbors believe that it
matters to know when these signatures were supposedly collected. Does the City share that
concern?
A second general observation is that the level of organization and effort that went into this
activity must have been well planned and taken significant time. When the Applicant's plan
was rejected in 2019, it was with a recommendation to start with the neighborhood
homeowners next time around. Why is there virtually no support for this proposal garnered
from the neighborhood homeowners and property owners within the Baseline Area Overlay
District (BAOD) nor in the Mixed Use Agricultural (MUA) District?
More specifically, our analysis indicates that over one in four of the Applicant's submissions
are open to challenge based upon a simple initial analysis:
46 submissions appear to lack actual signature,
13 addresses cannot be found,
5 submissions have addresses listed outside the Village or at a motel, and
1 was a duplicate.
However, we have particular concern about 3 households:
1. Ron Apodaca. Mr Apodaca claims he never signed the Applicant’s petition. He states
that she approached him at a gas station, asked him to sign, and he refused. He was
coming from work and wearing a name tag that identified him. Mr Apodaca is surprised
and concerned that his signature appears to be forged.
2. Phil Keyack. The address associated with this signature is listed as owned by Ronald
and Lynn Noble. Phil Keyack was staying as a guest temporarily at the Noble
residence. Phil Keyack did not have authorization from the Noble family to sign for
their property address. Mr Noble, the property owner, is opposed to this project and is
surprised and concerned their address appears to be misrepresented by the Applicant.
This opens a question for about 118 (or nearly half) of the submissions where the
signatory does not match the last name of a registered property owner.
3. William and Janet Sills. William and Janet were dear members of our community. We
Page 542
would like to know the dates of these signatures. William is now deceased, but he
battled with dementia for quite some time. Janet has had her own health issues for quite
some time and is no longer in the home. They both reportedly have actively fought for
the community against opportunistic developers in the past. Multiple neighbors have
cared for and watched over William "Stu" and Janet for years. There is strong suspicion
among some of those neighbors that someone may have taken advantage of William
"Stu" and Janet's declining and elderly state when securing their signatures. Would this
be of concern to the City?
We have found other anomalies with the submitted signatures, but the above are the most
straight-forward to explain and are deeply concerning.
One neighbor believes that there is a legal term when finding one forgery that calls all
accompanying submissions into question. They mentioned the phrase “Falsus en uno Falsus
en omnibus” which supposedly means "False in one false in all".
We are not lawyers, so could not definitively state that a forgery occurred nor what would be
the remedy if it did occur. Can you guide us in this matter? Do you need any further details
from the neighbors to support any of the above?
What does the City do with the signatures themselves when provided information about
misrepresented signatures that have been submitted?
Respectfully submitted,
Trent Marchuk
somosbuildbam.org [somosbuildbam.org]
Page 543
Enrique A Bojorquez-Gaxiola
From: Trent Marchuk
Sent: Thursday, February 18, 2021 4:55 PM
To: Adriana Garcia Maximiliano
Cc: BILL GLOVER; Bereket Gebre-Egziabher; Beth Postma; Bob Underwood; FABIOLA MARQUEZ; Greg
Brownell; Patty & Bruce McKinstry; Patty Mckinstry; Ted Wall; Van Jackson; Pattihoash@gmail.com;
PDD South Mountain VPC; Enrique A Bojorquez-Gaxiola; Marcia Busching
Subject: 40th & Southern 2-18-21 Meeting - Neighbor Presentation
Attachments: Councilmember Garcia 40th_Southern_02.18.21.pdf; 40th&Southern_CBRE_Flyer.pdf
Hi Adriana,
Please extend our gratitude to Councilmember Garcia for facilitating today's discussion. The neighbors are appreciative
and we indeed are interested in a follow‐up discussion.
Please find attached the neighbors' presentation from today as well as the flyer that has been used to market the land.
Also, please find comments below in reference to:
Framing Density Increases
Transitional Density Reference Points
Neighbor Willingness to Negotiate
Framing of Density Increases
To Mr Morris' point, accurate framing of the density increase is important.
One way to consider the framing is the General Plan envisions 2 du/acre. This proposal asks for 11.2 du/acre. Hence,
we have simply represented a 460% increase relative to the General Plan ‐ which is a legal document.
A second way to see it is according to the hard zoning. Jason is right that normally C‐2 applied to the north parcel can
generally realize ~17 du/acre and the General Plan envisions 2 du/acre for the south parcel. However, creating the ~136
unit max for the 17 acres is at the heart a disingenuous calculation. It compares apples to oranges by using one generic
hard zoning number combined with a General Plan number. Basically, it uses mathematical gymnastics / smoke and
mirrors to inaccurately purport a 40% increase.
Since the General Plan was used in the first approach, the logically consistent way of showing this second perspective of
density increase is by using the existing hard zoning.
Currently, the south 10 acre parcel is zoned S‐1 or 1 du/acre. That is ~10 units total for the south.
The north parcel is currently zoned C‐2 w/ stipulations. These existing stipulations currently preclude any
residential use on those 7 acres. That is ~0 units total on the north.
So, we have (10+0) 10 total dwelling units that can currently go on that combined land as it is currently zoned.
That all equates to (193‐10)/10 or roughty an 1,800% increase, if we are to go with an apples to apples analysis.
So, is 460% increase or an 1,800% increase a better framing?
Transitional Density Reference Points
Page 544
That being said, the neighbors have not told the Applicant ‐ using his words ‐ to go away. We are optimistic a
compromise can be made. And Marcia Busching's compromise, as mentioned, the neighbors would be willing to explore
further.
The neighbors have consistently said Density is our main concern. The desire for "transitional density" is not in
reference to the one multi‐family complex kitty corner across the street (probably zoned before districting) nor the
vacant land to the north envisioned for eventual commercial park nor even the Industrial Park (which isn't that a form of
Commercial? please check bc the naming convention might otherwise throw a casual observer) to the east.
What's important to note is all of those references are outside of the Baseline Area Master Plan, the BAOD, and the
MUA. Historically, 40th St is a manmade barrier, because the past developers thought people would only buy homes in
the Tempe School District and wouldn't buy homes in the Roosevelt School District. (How fair is that?!) And Southern is
a manmade barrier between residential and the commerce park to the north that serves as a buffer to Industrial. So,
comparing this corner to the other three corners totally disregards context and real history.
Therefore, the reference point for proper density transition has always been from within the Baseline Area Master Plan
and from within the attending Overlay Districts to which this land is part. To frame it otherwise is misleading, at best.
Therefore, a jump from 0‐1 du/acre immediately to 10‐15 du/acre is simply not only incompatible to the General Plan,
but it is simply not appropriate Density Transition.
We do agree with, I believe Tamala?, that there is beauty in multiple types of housing options. And our area can be
inclusive of that vision, as the neighbors' willingness to negotiate demonstrates below.
Neighbor Willingness to Negotiate
Mr Morris represented early on that the only area he will not negotiate on is Density. Even before these negotiations,
Mr Morris dropped from 12 du/acre to just 11.2 du/acre months ago before even talking to the Neighbors. He stated
today that he refuses to budge on Density any further. Yet, that is ‐ and has been ‐ our primary concern.
The neighbors, on the other hand, have shown a willingness to come off the currently‐approved hard zone of 10 units
for the entire 17 acres to something along the lines of what Marcia has suggested ‐ which would be around 93 total
units. This would be a second HUGE gift to the property owners from the SMVPC.
This is an 9x increase in total units relative to what is currently allowed. (~21 units on the south parcel and ~72
units on the north parcel).
This equates to 5.38 du/acre total; already nearly double what any residential development has received in the
MUA so far!
The neighbors haven't agreed to these specific numbers, btw, but they have agreed with the concept
But, this proves we have at least shown a willingness to negotiate off of our stance of 2 du/acre by almost 3x!
In return, the neighbors would prefer this not to be captured in a PUD, but prefer hard zoning to safeguard from
a negative Precedent to the rest of the Overlay Districts
So, we ask an objective assessment on who is being intractable in this situation?
Where is the reciprocated good faith from Mr Morris to actually work with the neighbors?
It could be that the above further exposes the fact that this is the wrong project for this location. Which we strongly
believe is the case. But, it is also within this Developer's rights and capacity to offer a different product type and
different proposal for this area. Single Family Rental is not their only competence; in fact, looking at Brown's website, it
isn't really even their primary competence. Doesn't South Mountain deserve the quality of a Developer's primary
competence anyhow?
Page 545
It is also within the landowner's rights and capacity to (finally!) market this land appropriately to attract the right type of
developer. In this market, we don't have to accept this proposal or nothing.
Please know that the above and attached represents a collective voice and not my own nor only a small handful of
voices.
We appreciate your voice so far and hope you will continue to use that powerful voice to represent the voices of your
constituents.
Respectfully submitted,
Trent Marchuk
On Wed, Feb 17, 2021 at 5:34 PM Trent Marchuk
Thank you Enrique. The time and energy you have put into the reply is appreciated.
Best,
Trent
On Wed, Feb 17, 2021 at 5:20 PM Enrique A Bojorquez‐Gaxiola
Hello Trent,
Not sure if I’m understanding correctly, but my email yesterday was a follow‐up to a Friday email sent to the Council
District 8 office regarding your questions. Now, in regards to those questions, here is the Council District 8
response/information for tomorrow’s meeting:
We will allow others to share their screens.
Folks will not be on mute when they join and will have the ability to mute/unmute.
Councilmember Garcia will facilitate the meeting.
Organic conversation – folks will not be timed.
Once again, for anyone in the community who has not registered for tomorrow’s meeting, please register using this
link ahead of the virtual meeting which starts at 2:30pm tomorrow, 02/18:
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From: Van Jackson
To: Enrique A Bojorquez-Gaxiola
Subject: 2/9/21 SMVPC Item #8: GPA-SM-1-20-8
Date: Monday, February 8, 2021 11:04:04 AM
Enrique –
Please note that I am opposed to the above subject line and the other case related to it.
Thanks,
Van
Van Jackson
vanjacksonaz@gmail.com
602 438-7800
Page 561
From: Zack lindsay
To: PDD South Mountain VPC; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4;
Council District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; Enrique A Bojorquez-
Gaxiola; Mayor Gallego; somosbuildbam@gmail.com
Subject: Fwd: Your Action is Needed: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Wednesday, February 3, 2021 3:33:36 PM
This is Proposal at 40th St & Southern Ave is awe full. A single family rental community is
laughable and keeps people in poverty.
I’d rather have families achieve home ownership and build/invest in the future, than allow this
community to be build as a cash machine for a few.
---------- Forwarded message ---------
From: When Jones
Date: Wed, Feb 3, 2021 at 1:55 PM
Subject: Fwd: Your Action is Needed: Opposition to Proposal at 40th St & Southern Ave (Z-
35-20-8 and GPA-1-20-8)
To: Zack lindsay
---------- Forwarded message ---------
From: Trent Marchuk
Date: Wed, Feb 3, 2021 at 1:48 PM
Subject: Your Action is Needed: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-
8 and GPA-1-20-8)
To: Trent Marchuk
Hi Neighbors,
If you feel passionate about what you read below in the email below, please forward
this entire email string to the City officials listed below and add your own thoughts in
opposition to the project.
Literally, five easy steps will take less than five minutes:
1. Click "Forward" on this email,
2. Copy and Paste the below email addresses into the "To:" field,
3. Add a few words of your own expressing your own opinion about this project,
4. Sign with your name and mailing address,
5. Hit send and you've done your part!
mayor.gallego@phoenix.gov, council.district.1@phoenix.gov,
council.district.2@phoenix.gov, council.district.3@phoenix.gov,
council.district.4@phoenix.gov, council.district.5@phoenix.gov,
council.district.6@phoenix.gov, council.district.7@phoenix.gov,
council.district.8@phoenix.gov, SouthMountainVPC@phoenix.gov, enrique.bojorquez-
gaxiola@phoenix.gov, somosbuildbam@gmail.com
Page 562
We need 100+ emails to be organically sent for our voices to be heard. The Applicant
has used COVID-19 to silence the neighbors in an attempt to push through an
inappropriate project that shifts the costs of the attending consequences to the
residents of South Phoenix.
We challenge you to ask at least 3 others who live in the South Mountain
Village (between 27th Ave to 48th St and Salt River to South Mountain) to do the
same by Sunday, February 7, 2021.
Your sending an email to our elected representatives at this time is absolutely critical.
Thank you,
Trent Marchuk
somosbuildbam.org [somosbuildbam.org]
---------- Forwarded message ---------
From: Trent Marchuk
Date: Wed, Feb 3, 2021 at 1:27 PM
Subject: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
To:
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned
Residents,
I am a resident of South Mountain Village. And I am very concerned - even scared - because
of a proposed development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8).
I urge you to oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open
public discussion about the unintended impacts to infrastructure, health, and safety. How can a
single 17 acre rezoning application set a staggering precedent for 16 million square feet of
adjacent land without first engaging the broader community in active discussion? If it can
happen in our historic community, where else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
If a District Overlay needs to be re-written to allow for more flexibility in development, I am
supportive of having those conversations as a community. But, the changes should not be
made through precedent created by a single 17 acre rezoning application.
Please support us in opposing this proposal,
Page 563
Trent Marchuk
3731 E Saint Anne Ave [google.com]
Phoenix, AZ 85042 [google.com]
--
Zack Bruce Lindsay
Investment Properties & Dream Homes
HomeSmart Realty / 5225 N Central Ave, Suite 104 / Phoenix, AZ 85012
Phone: 602-653-8852
ZBLindsay@gmail.com
Page 564
Enrique A Bojorquez-Gaxiola
From: Trent Marchuk
Sent: Thursday, March 11, 2021 7:25 AM
To: Enrique A Bojorquez-Gaxiola
Cc: Somos BuildBam
Subject: Fwd: 40th & Southern 2-23-21 House of Helps Meeting w/ Councilmember Garcia
Hi Enrique,
Please add the below to the case files for Z‐35‐20‐8 and GPA‐SM‐1‐20‐8.
Thank you,
Trent Marchuk
‐‐‐‐‐‐‐‐‐‐ Forwarded message ‐‐‐‐‐‐‐‐‐
From: Trent Marchuk
Date: Tue, Feb 23, 2021 at 11:39 PM
Subject: 40th & Southern 2‐23‐21 House of Helps Meeting w/ Councilmember Garcia
To: Adriana Garcia Maximiliano
Cc: BILL GLOVER
Patty Mckinstry
Busching (Cartof)
Too long; didn't read ‐ The below is long. It basically recounts the public discussion between Councilmember Garcia and
Trent Marchuk, acting as a concerned resident, during the House of Helps Meeting tonight. The main take‐away is laid
out early and we express gratitude to Councilmember Garcia. The full notes from the meeting follow, if further details
are of interest.
Good Evening Councilmember Garcia and Adriana,
Thank you both for joining the call tonight where the topic of the project at 40th St and Southern was raised as a
concern by Community Leaders in the South Mountain Village.
First and foremost, we thank Councilmember Garcia for his stated dedication to Process and for his stated Resolve to
listen to the voices of his Constituents. In particular, it was a great relief when we heard Councilmember Garcia
definitively state his position on what would happen if the Applicant attempts to bypass the South Mountain Village
Planning Committee (SMVPC) and go straight to the Planning Commission,
We were relieved to hear Councilmember Garcia say tonight, categorically and publicly, that such a project would not
receive his support. The Councilmember's respect for the SMVPC, including the Process involving his Constituents, is
appreciated.
For further context and notes on the meeting tonight, I have shared my notes below. It seemed relevant and significant
enough to update those on copy, but our key take‐away is summarized above.
Page 565
Prior to my appointment to the SMVPC, and as a concerned citizen, I was invited by Melissa Gallegos to speak to the
House of Helps/DGMF Block Watch Meeting tonight primarily on the topic of Speed Humps/Cushions. They had learned
about the successful collaboration effort between my prior community and the Phoenix Streets department and wanted
advice as the neighbors were stalled in their process. (Note: These good neighbors have gotten really far! They have
done the hard part of securing all the signatures required by the city. They need help getting the study done and the
funds raised and they should be good to go. If Councilmember Garcia can help them move this along, they would sure
appreciate his help.)
At the end of that topic, I was then asked to share information about the project at 40th St and Southern. To which I did
within the context of my accepting the opportunity to speak ‐ as a concerned citizen, resident, and neighbor.
The Community Leaders seemed to share the concerns that I expressed about overly densifying South Phoenix given the
lack of services (particularly medical) and retail. They expressed sympathy for the concern about the Precedent this
project would set for the relevant overlay district ‐ setting off a vicious domino effect down Southern from 40th St to
24th St.
The Community Leaders asked about the intended demographics of the proposal Since the neighbors have received
mixed messages on this point, (for example the Applicant has told the neighbors one thing but the Applicant's support
letters cite affordable housing options), I therefore touched on the potential for affordable housing. I also mentioned
the Applicant had told the neighbors that they worked with Mass Liberation Arizona and that the project indicated it
would not use traditional background checks. (See slide 15 of the Applicant's presentation from 2/9/21.)
When the Community Leaders expressed hesitation to this news, I quickly stated that as my being a local Bishop in South
Phoenix, I know that affordable housing is a recognized need for some members of my congregation. And, I stated that
members of my congregation have been parolees; I have personally helped more than one parolee get back on their feet
and everyone deserves a second chance.
Nonetheless, channeling Chairperson Trites, I stated that South Phoenix does not have to be the only part of Phoenix for
affordable housing and the only part of Phoenix for parolees to get back on their feet. These statements were met with
what seemed to be general agreement by the Community Leaders.
Given the intractable nature of the Applicant's position on Density (cited below), coupled with our learning today that
the Applicant is planning to present to the Planning Commission on Mar 4 prior to returning to the South Mountain
Village Planning Committee on Mar 9 ‐ thereby potentially negating the relevance of the SMVPC and calling into
question whether a SMVPC hearing will even be necessary ‐ I provided the following pointed response to a pointed
question posed by a Community Leader.
A Community Leader asked, "What can we do?"
To which I responded within the context that the Applicant appears to not care what the SMVPC thinks, nor may the
Applicant even care what the Planning Commission thinks, as the Applicant is signaling that they only care about
counting votes at City Council.
Therefore, I advised the Community Leaders that the only viable course of action that remains would seem to be to 1)
register their objection to the project with Councilmember Garcia and 2) register their objection with the other
Councilmembers throughout Phoenix.
At this point I believe Adriana was asked a question and Councilmember Garcia awas then given the opportunity to
speak.
Page 566
In Councilmember Garcia's opening words, disappointment was expressed in how the project had been framed by
myself to the Community Leaders. The Councilmember's summary innocently, yet incorrectly, framed my statements as
indicating the neighbors have a lack of hope for a compromise with the Applicant ‐ calling into question the productivity
of the Councilmember setting up a second meeting with the Applicant.
Councilmember Garcia brought the conversation to the macro level of his desire to develop Broadway and Southern as
his Legacy. There were a few follow‐up questions for the Councilmember before he segued into discussing the lack of
services in our community and mentioned the correlation between rooftops and getting those needed services.
At that juncture, I interjected and reinforced the Councilmember's position that the desired services do indeed require
rooftops. As a parenthetical, I observed that we need to be careful not to sacrifice the land set aside to be used by those
services in order to secure the rooftops those services require. Doing so would be circular and counter productive. This
is a concern we have yet to address about the project at 40th and Southern, fwiw.
But, the main point that I made was that the neighbors do indeed remain hopeful to reach a compromise with the
Applicant and look forward to continued talks ‐ despite the Applicant's demonstrably intractable stance refusing to
compromise on Density. Yet, thanks to Marcia Busching's artful initial attempt at compromise, the neighbors have
already come off from their original stance regarding Density. Yet, the Applicant has not even attempted to
reciprocate.
Therefore, if a compromise is not made, it will be due to the Applicant's obstinance ‐ and, though not explicitly stated
during tonight's meeting, cannot be laid at the feet of a willful misinterpretation of the neighbors' consistently pro‐
development stance.
Twanna chimed in next and reminded the Councilmember that no less than three times the Applicant stated on
Thursday that he simply would not negotiate on Density.
There was further discussion, mainly around questions about what it would take to attract medical services or even a
hospital to our district. It was enlightening to learn the Councilmember has had discussions with some of the big
operators of hospitals. The main concern he stated was that hospitals are going in close to freeways and that fact has
apparently posed a problem for placing a hospital in our district.
When that topic seemed to conclude, I asked the Councilmember a procedural question about the proposal at 40th and
Southern. The Applicant requested a 30 day continuance to return to the SMVPC on Mar 9, 2021. However, the
neighbors were informed today by the City Planner that the Applicant intends to present to the Planning Commission on
March 4, 2021. Depending on how that goes, it may or may not be necessary for the Applicant to even return to the
SMVPC. I then asked the Councilmember to help us better understand that process and the associated order of
operations.
To this question, Councilmember Garcia stated that some developers will attempt to go around their Village by going
straight to the Planning Commission. He confided that procedurally would be allowed ‐ and some Councilmembers
would sanction that approach.
We were very pleased to hear Councilmember Garcia's categorical denouncement of this tactic. Unequivocally, he
stated that if a Developer attempted to go around the SMVPC, that developer's project would not have the support of
Councilmember Garcia.
Thank you Councilmember Garcia for that clear and concise statement.
Thank you for coming to the meeting tonight and sharing updates on the project at 40th and Southern. The neighbors
are hopeful that a compromise can be reached.
Page 567
Thank you for affirming that Councilmember Garcia's office continues to strive to set up a second meeting between the
neighbors and the Applicant before the next SMVPC to see if any compromise can be attained. We trust expectations
for compromise, particularly around Density, will be bilateral and not just an unilateral expectation of capitulation by the
neighbors and the SMVPC.
Thank you Councilmember Garcia for helping us to spread the word about this project to our extended neighbors in the
Village. House of Helps are among those to whom we referenced on Thursday; the community concerned about this
project extends well beyond the immediate 135+ acres to the south, west, and southwest. The neighbors are sincere in
our representation that opposition to this project indeed extends throughout the South Mountain Village, into Laveen
and even into Council District 3.
In fact, prior to my appointment to the SMVPC and as a concerned resident, I have personally accepted the invitation to
make other presentations about this project at 40th and Southern to additional members of our community within the
next month..
Respectfully submitted,
Trent Marchuk
On Thu, Feb 18, 2021 at 4:54 PM Trent Marchuk
Hi Adriana,
Please extend our gratitude to Councilmember Garcia for facilitating today's discussion. The neighbors are appreciative
and we indeed are interested in a follow‐up discussion.
Please find attached the neighbors' presentation from today as well as the flyer that has been used to market the land.
Also, please find comments below in reference to:
Framing Density Increases
Transitional Density Reference Points
Neighbor Willingness to Negotiate
Framing of Density Increases
To Mr Morris' point, accurate framing of the density increase is important.
One way to consider the framing is the General Plan envisions 2 du/acre. This proposal asks for 11.2 du/acre. Hence,
we have simply represented a 460% increase relative to the General Plan ‐ which is a legal document.
A second way to see it is according to the hard zoning. Jason is right that normally C‐2 applied to the north parcel can
generally realize ~17 du/acre and the General Plan envisions 2 du/acre for the south parcel. However, creating the
~136 unit max for the 17 acres is at the heart a disingenuous calculation. It compares apples to oranges by using one
generic hard zoning number combined with a General Plan number. Basically, it uses mathematical gymnastics / smoke
and mirrors to inaccurately purport a 40% increase.
Since the General Plan was used in the first approach, the logically consistent way of showing this second perspective
of density increase is by using the existing hard zoning.
Currently, the south 10 acre parcel is zoned S‐1 or 1 du/acre. That is ~10 units total for the south.
The north parcel is currently zoned C‐2 w/ stipulations. These existing stipulations currently preclude any
residential use on those 7 acres. That is ~0 units total on the north.
So, we have (10+0) 10 total dwelling units that can currently go on that combined land as it is currently zoned.
Page 568
That all equates to (193‐10)/10 or roughty an 1,800% increase, if we are to go with an apples to apples analysis.
So, is 460% increase or an 1,800% increase a better framing?
Transitional Density Reference Points
That being said, the neighbors have not told the Applicant ‐ using his words ‐ to go away. We are optimistic a
compromise can be made. And Marcia Busching's compromise, as mentioned, the neighbors would be willing to
explore further.
The neighbors have consistently said Density is our main concern. The desire for "transitional density" is not in
reference to the one multi‐family complex kitty corner across the street (probably zoned before districting) nor the
vacant land to the north envisioned for eventual commercial park nor even the Industrial Park (which isn't that a form
of Commercial? please check bc the naming convention might otherwise throw a casual observer) to the east.
What's important to note is all of those references are outside of the Baseline Area Master Plan, the BAOD, and the
MUA. Historically, 40th St is a manmade barrier, because the past developers thought people would only buy homes in
the Tempe School District and wouldn't buy homes in the Roosevelt School District. (How fair is that?!) And Southern
is a manmade barrier between residential and the commerce park to the north that serves as a buffer to Industrial. So,
comparing this corner to the other three corners totally disregards context and real history.
Therefore, the reference point for proper density transition has always been from within the Baseline Area Master Plan
and from within the attending Overlay Districts to which this land is part. To frame it otherwise is misleading, at best.
Therefore, a jump from 0‐1 du/acre immediately to 10‐15 du/acre is simply not only incompatible to the General Plan,
but it is simply not appropriate Density Transition.
We do agree with, I believe Tamala?, that there is beauty in multiple types of housing options. And our area can be
inclusive of that vision, as the neighbors' willingness to negotiate demonstrates below.
Neighbor Willingness to Negotiate
Mr Morris represented early on that the only area he will not negotiate on is Density. Even before these negotiations,
Mr Morris dropped from 12 du/acre to just 11.2 du/acre months ago before even talking to the Neighbors. He stated
today that he refuses to budge on Density any further. Yet, that is ‐ and has been ‐ our primary concern.
The neighbors, on the other hand, have shown a willingness to come off the currently‐approved hard zone of 10 units
for the entire 17 acres to something along the lines of what Marcia has suggested ‐ which would be around 93 total
units. This would be a second HUGE gift to the property owners from the SMVPC.
This is an 9x increase in total units relative to what is currently allowed. (~21 units on the south parcel and ~72
units on the north parcel).
This equates to 5.38 du/acre total; already nearly double what any residential development has received in the
MUA so far!
The neighbors haven't agreed to these specific numbers, btw, but they have agreed with the concept
But, this proves we have at least shown a willingness to negotiate off of our stance of 2 du/acre by almost 3x!
In return, the neighbors would prefer this not to be captured in a PUD, but prefer hard zoning to safeguard from
a negative Precedent to the rest of the Overlay Districts
So, we ask an objective assessment on who is being intractable in this situation?
Where is the reciprocated good faith from Mr Morris to actually work with the neighbors?
Page 569
It could be that the above further exposes the fact that this is the wrong project for this location. Which we strongly
believe is the case. But, it is also within this Developer's rights and capacity to offer a different product type and
different proposal for this area. Single Family Rental is not their only competence; in fact, looking at Brown's website, it
isn't really even their primary competence. Doesn't South Mountain deserve the quality of a Developer's primary
competence anyhow?
It is also within the landowner's rights and capacity to (finally!) market this land appropriately to attract the right type
of developer. In this market, we don't have to accept this proposal or nothing.
Please know that the above and attached represents a collective voice and not my own nor only a small handful of
voices.
We appreciate your voice so far and hope you will continue to use that powerful voice to represent the voices of your
constituents.
Respectfully submitted,
Trent Marchuk
On Wed, Feb 17, 2021 at 5:34 PM Trent Marchuk
Thank you Enrique. The time and energy you have put into the reply is appreciated.
Best,
Trent
On Wed, Feb 17, 2021 at 5:20 PM Enrique A Bojorquez‐Gaxiola
Hello Trent,
Not sure if I’m understanding correctly, but my email yesterday was a follow‐up to a Friday email sent to the Council
District 8 office regarding your questions. Now, in regards to those questions, here is the Council District 8
response/information for tomorrow’s meeting:
We will allow others to share their screens.
Folks will not be on mute when they join and will have the ability to mute/unmute.
Councilmember Garcia will facilitate the meeting.
Organic conversation – folks will not be timed.
Page 570
Once again, for anyone in the community who has not registered for tomorrow’s meeting, please register using this
link ahead of the virtual meeting which starts at 2:30pm tomorrow, 02/18:
https://us02web.zoom.us/meeting/register/tZMpd‐6spj8pGNxYxx7Avtfs9Q167yfptkCa
[us02web.zoom.us]
Thank you,
[google.com]
Enrique Bojórquez-Gaxiola
[google.com]
Planner II – Village Planner
Planning & Development Department
Long Range Planning
200 W. Washington Street [google.com]
Phoenix, AZ 85003 [google.com]
Office: [google.com](602 [google.com]) 262-6949
***I am currently working remotely on a rotational schedule, but will be checking voicemails multiple times per
day. Please feel free to leave me a voice message or email me for a more timely response. Thank you.***
Page 571
From: Trent Marchuk
Sent: Tuesday, February 16, 2021 5:58 PM
To: Enrique A Bojorquez‐Gaxiola
Cc: Bereket Gebre‐Egziabher
Underwood
Ted Wall
Subject: Re: Sharing and Muting: Request to Participate in Subsequent Applicant/Neighbor Meetings ‐ Sanctuary at
South Mountain PUD ‐ February 18, 2021 meeting at 2:30pm
Thanks Enrique. We hope you are well, too!
My apologies for being a little slow or confused.
Were the questions originally forwarded on Friday, Feb 12 around 3p, per the original response below? And so today
you are requesting a follow‐up from the Council District 8 Office?
Or does your latest reply indicate that the questions have yet to be forwarded to request the needed guidance from
the Council District 8 office?
Thank you,
Trent
On Tue, Feb 16, 2021 at 5:54 PM Enrique A Bojorquez‐Gaxiola
Hello Trent,
All is well! I hope you and everyone copied is doing great. I am going to forward your questions/requests regarding
the virtual meeting on 02/18 to the Council District 8 Office for further direction.
Thanks again for your patience.
Best,
Page 572
[google.com]
Enrique Bojórquez-Gaxiola
[google.com]
Planner II – Village Planner
Planning & Development Department
Long Range Planning
200 W. Washington Street [google.com]
Phoenix, AZ 85003 [google.com]
Office: [google.com](602 [google.com]) 262-6949
***I am currently working remotely on a rotational schedule, but will be checking voicemails multiple times per
day. Please feel free to leave me a voice message or email me for a more timely response. Thank you.***
From: Trent Marchuk
Sent: Tuesday, February 16, 2021 5:27 PM
To: Enrique A Bojorquez‐Gaxiola
Cc: Bereket Gebre‐Egziabher
Underwood
Ted Wall
Subject: Re: Sharing and Muting: Request to Participate in Subsequent Applicant/Neighbor Meetings ‐ Sanctuary at
South Mountain PUD ‐ February 18, 2021 meeting at 2:30pm
Page 573
HI Enrique,
Hope you are well!
We are anxious to use everyone's time efficiently on Thursday, especially given the COVID constraints.
We are looking forward to the responses to the below questions so we can prepare accordingly.
Thank you,
Trent
On Fri, Feb 12, 2021 at 2:58 PM Enrique A Bojorquez‐Gaxiola
Good afternoon Trent,
Thank you for your email below regarding the meeting next week. I have forwarded your message to the Council
District 8 office for further direction regarding this. When I receive additional details, I can share this with you
ahead of the meeting.
Thanks again!
[google.com]
Enrique Bojórquez-Gaxiola
[google.com]
Planner II – Village Planner
Planning & Development Department
Long Range Planning
Page 574
200 W. Washington Street [google.com]
Phoenix, AZ 85003 [google.com]
Office: [google.com](602 [google.com]) 262-6949
***I am currently working remotely on a rotational schedule, but will be checking voicemails multiple times per
day. Please feel free to leave me a voice message or email me for a more timely response. Thank you.***
From: Trent Marchuk
Sent: Friday, February 12, 2021 2:38 PM
To: Enrique A Bojorquez‐Gaxiola
Cc: Bereket Gebre‐Egziabher
Underwood
Ted Wall
Subject: Sharing and Muting: Request to Participate in Subsequent Applicant/Neighbor Meetings ‐ Sanctuary at
South Mountain PUD ‐ February 18, 2021 meeting at 2:30pm
HI Enrique,
Yes, exhibits/pictures will indeed help; we will have presentation content to share during the meeting.
We assume that when the time comes during the meeting, our selected representative (or two, per the below) will
be given the opportunity to share content from their own screen..
Also, we request that all participants have the opportunity to control their own ability to mute and unmute their
microphones during this meeting. The first neighborhood meeting back in July 2020 muted all participants
Page 575
unilaterally and the neighbors were unable to come off of mute. It was, among other descriptors, stifling. A repeat
of that practice will perpetuate the perception of artificially restraining neighbor participation.
We assume an impartial moderator will help facilitate the discussion. If there is a lot of energy on a subject during
the open discussion portion, it is believed all participants will comport themselves in a respectful manner and the
facilitator will indeed facilitate.
For example, we could use the raise hand feature to ensure everyone has the opportunity to share
their perspective on a particular subject without having to feel the need to interrupt each other. The reason this is
brought up proactively is that I personally know some neighborhood participants are more shy than others, but all
neighborhood participants have value to add to this discussion.
Also, are we limited to a time allotment ‐ or will this meeting go as long as the conversation organically lasts? And
who will determine if there is a need for any follow‐up meeting?
Thank you,
Trent
On Fri, Feb 12, 2021 at 12:11 PM Enrique A Bojorquez‐Gaxiola
Good afternoon All,
Happy Friday! I hope everyone is doing well. Below is the meeting invitation to the meeting organized by Council
District 8 between the applicant (GPA‐SM‐1‐20‐8 and Z‐35‐20‐8) and community members copied in this email:
You are invited to a Zoom meeting.
When: Feb 18, 2021 02:30 PM Arizona
Register in advance for this meeting:
https://us02web.zoom.us/meeting/register/tZMpd‐6spj8pGNxYxx7Avtfs9Q167yfptkCa
[us02web.zoom.us]
Page 576
After registering, you will receive a confirmation email containing information about joining the
meeting.
Due to the number of participants and to have an efficient meeting, here are some recommendations ahead of
the meeting next week:
Discuss the current proposal ahead of the meeting with community members and craft a shared vision for
what would you like to see at this site. (i.e. can the proposed uses be part of the shared vision?, etc.) ‐
Exhibits/pictures could help during the discussion.
What are some things that you like vs. do not like of the proposal? What specific changes would you
recommend for this PUD? (i.e. setbacks, screening, landscaping, density, land use, design, other standards
etc.)
This same email will be shared with the applicant shortly (will be asking that they consider what changes they can
make to the PUD based on this discussion).
I don’t have details yet of how the meeting is going to be structured, but I imagine it could involve having
community members (perhaps 1 or 2 speakers on behalf community members?) provide their vision for this site
and recommend specific changes to the PUD. Then, the applicant will respond to the requested changes and a
discussion to unfold on the topics mentioned.
Please contact me with any questions!
Thank you very much,
Enrique Bojórquez-Gaxiola
[google.com]
Planner II – Village Planner
[google.com]
Planning & Development Department
Page 577
Long Range Planning
200 W. Washington Street [google.com]
Phoenix, AZ 85003 [google.com]
Office: [google.com](602 [google.com]) 262-6949
***I am currently working remotely on a rotational schedule, but will be checking voicemails multiple times per
day. Please feel free to leave me a voice message or email me for a more timely response. Thank you.***
From: Trent Marchuk
Sent: Friday, February 12, 2021 11:34 AM
To: Enrique A Bojorquez‐Gaxiola
Cc: Bereket Gebre‐Egziabher
Underwood
Subject: Re: Request to Participate in Subsequent Applicant/Neighbor Meetings
Hi Enrique,
Please also add Ted Wall, on copy.
Thank you,
Trent
Page 578
On Thu, Feb 11, 2021 at 1:46 PM Trent Marchuk
HI Enrique,
Please also add Van Jackson, on copy.
Thank you,
Trent
On Thu, Feb 11, 2021 at 1:08 PM Trent Marchuk
Hi Enrique,
Please also add Beth Postma, on copy.
Thank you,
Trent
On Thu, Feb 11, 2021 at 10:09 AM Trent Marchuk
Thanks Enrique.
Please also add Greg Brownell, on copy.
Would it be possible for you to share with us who has requested to join? We plan to prepare together and
don't want to leave any of our neighbors out.
Thank you,
Trent
Page 579
On Wed, Feb 10, 2021 at 7:05 PM Enrique A Bojorquez‐Gaxiola
wrote:
Thank you Trent! I have shared the names with the SMVPC Chair as well.
Have a great evening,
Enrique Bojórquez-Gaxiola
[google.com]
Planner II – Village Planner
[google.com]
Planning & Development Department
Long Range Planning
200 W. Washington Street [google.com]
Phoenix, AZ 85003 [google.com]
Office: [google.com](602 [google.com]) 262-6949
***I am currently working remotely on a rotational schedule, but will be checking voicemails multiple times per
day. Please feel free to leave me a voice message or email me for a more timely response. Thank you.***
Page 580
From: Trent Marchuk
Sent: Wednesday, February 10, 2021 8:40 AM
To: Enrique A Bojorquez‐Gaxiola
Cc: Patty Mckinstry
Gebre‐Egziabher
Underwood
Subject: Re: Request to Participate in Subsequent Applicant/Neighbor Meetings
Hi Enrique,
Please also include Patty, Bereket, Fabiola, and Bob, on copy.
Thank you,
Trent
On Tue, Feb 9, 2021 at 8:28 PM Trent Marchuk
Hi Enrique,
As requested, I am submitting this ask to be part of the meeting Chair Patti Trites will setup between the
Applicant and Neighbors regarding the current proposal on the SWc of 40th St and Southern related to Z‐35‐
20‐8.
We are optimistic that this Continuance will yield productive results whereby common ground may be found
between the Applicant, Neighbors, and the City.
Thank you,
Trent Marchuk
Page 581
Racelle Escolar
From: Trent Marchuk
Sent: Tuesday, March 16, 2021 1:40 PM
To: Racelle Escolar
Subject: Fwd: 40th & Southern: A Call for Healing
Attachments: 40th&Southern_3.09.21.pdf
Follow Up Flag: Follow up
Due By: Tuesday, March 16, 2021 4:00 PM
Flag Status: Flagged
Hi Racelle,
Pleasure talking with you today. Appreciate your guidance on the most productive way to proceed regarding discussing
the case at 40th St and Southern Ave with the members of the Planning Commission.
Kindly ask that you forward the below email string and attachment to the Planning Commission members.
Also, please provide them my contact information below and signal to each of them that I would welcome discussing the
merits of this case simply from a Planning perspective.
I have studied this proposal in great detail, talked with many neighbors, and have catalogued my learnings in an
evidence‐based manner. This may prove helpful as the Planning Commission strives to objectively understand elements
of this case from a resident’s perspective.
Any questions I cannot facilitate an answer in an objective manner, I would be happy to take an assignment and return
and report back to the Planning Commission.
Thank you,
Trent Marchuk
602.499.9594
trentchristopher@gmail.com
‐‐‐‐‐‐‐‐‐‐ Forwarded message ‐‐‐‐‐‐‐‐‐
From: Trent Marchuk
Date: Tue, Mar 16, 2021 at 12:08 PM
Subject: Re: 40th & Southern: A Call for Healing
To: Enrique A Bojorquez‐Gaxiola
Thank you Enrique. Appreciate the below.
See the presentation that was attached and you may see how the neighbors position has softened over time and our
willingness to negotiate on density.
The existing C‐2 has stipulations that appear to preclude residential development for this particular parcel. Stipulation
#11 states any change to the stipulations for this parcel would need to come back through the SMVPC.
Page1 582
In the neighbors’ concessions, we have signaled a willingness to explore some level of residential on the C‐2 parcel. This
is a concession, because in the past the neighbors were not open to residential on the c‐2 at all.
We intentionally haven’t indicated a specific density number for the C‐2, bc we would like to understand the options and
trade offs. Marcia’s proposed stipulations from 2/9/21 may prove helpful, at least conceptually.
We figure a developer willing to collaborate in good faith would help us understand viable options on the C‐2. Maybe
straight retail, maybe straight multi family, maybe there is a mixed use retail/residential option. We may be open to
higher density on those 7 acres, if the BAMP / MUA design standards were employed and the appearance of density
were creatively ameliorated.
I *may* also be able to help the neighbors accept some creativity on the S‐1 parcel, but would need a density transition
from BHRE that is complementary from within the BAOD/MUA. The overall density for those 10 acres, tho would need
to be lower than what would be acceptable on the c‐2.
But, we are not developers and don’t want to play that role. So, we need a developer to actually be willing to hear us,
provide us options, and engage in some give and take.
The neighbors have stated (and reaffirm) a willingness to have these conversations with the applicant, but have been
told by the attorney that the applicant will not discuss density with the neighbors.
Nonetheless, we remain willing to get creative and collaborate to find a mutually acceptable solution.
Best,
Trent
On Tue, Mar 16, 2021 at 11:50 AM Enrique A Bojorquez‐Gaxiola
Good morning Trent,
How are you? So far my week is going well. Thank you for the attachment in regards to these two cases (I will add it to
the case files).
I am not sure if this has been considered, but the general plan land use designation of “Commercial” allows for
multifamily uses (no specific cap on the density permitted). It looks like the attached presentation shows “Commercial”
as a land use designation that the community could support, but just wanted to mention this information just in case it
was not what the community vision is for the general plan land use map on this portion of the property.
Here is the summary of the “Commercial” land use designation per the General Plan:
To help protect y our priv acy ,
Micro so ft Office prev ented
auto matic downlo ad o f this
picture from the Internet.
Page2 583
Here is the summary of the “Mixed Use Agricultural” land use designation per the General Plan (which allows for some
commercial uses):
To help protect y our priv acy ,
Micro so ft Office prev ented
auto matic downlo ad o f this
picture from the Internet.
Thank you,
[google.com]
[google.com]
Enrique Bojórquez-Gaxiola
Planner II – Village Planner
Planning & Development Department
Long Range Planning
200 W. Washington Street [google.com]
Phoenix, AZ 85003 [google.com]
Office: [google.com](602 [google.com]) 262-6949
To help protect y our priv acy ,
Micro so ft Office prev ented
auto matic downlo ad o f this
picture from the Internet.
Capture
***I am currently working remotely on a rotational schedule, but will be checking voicemails multiple times per
day. Please feel free to leave me a voice message or email me for a more timely response. Thank you.***
From: Trent Marchuk
Sent: Monday, March 15, 2021 10:18 PM
To: Enrique A Bojorquez‐Gaxiola
Subject: Fwd: 40th & Southern: A Call for Healing
Page3 584
Hi Enrique,
How are you? Hope all is well.
Please add the below and attached to the case files for 40th and Southern.
Thank you,
Trent
‐‐‐‐‐‐‐‐‐‐ Forwarded message ‐‐‐‐‐‐‐‐‐
From: Somos BuildBam
Date: Mon, Mar 15, 2021 at 9:30 PM
Subject: 40th & Southern: A Call for Healing
To:
Hello Neighbors,
Last Tuesday, the SMVPC voted against the proposal at Southern and 40th St. The final vote was 11 to 8.
The next vote of consequence will be at the Planning Commission on April 1, 2021. Please mark your
calendars; more details to come. Your voices of compassion and reason will be needed more than ever.
In the meantime, we feel that a message calling for Healing and of Hope is needed. Therefore, we will lightly
touch on what happened Tuesday night, provide some updates, and humbly ask for your patience and
continued support.
The situation Tuesday night was unfortunate. Demonstrably false accusations were haphazardly thrown
around against the residents of South Phoenix. Threats were made to the physical well-being of village
committee members and residents. A police report has since been filed. Other formal complaints have been
lodged. The SMVPC Chairperson, a woman of unsullied integrity, resigned in protest.
By way of extending a figurative olive branch, it should be recognized that the Neighbors and the individuals
who were activated in Support of the proposal are actually not at odds one with another. Concerns of equity,
prosperity, and health are common denominators between both those who spoke in support and those who
spoke in opposition to this particular proposal on Tuesday night.
The Neighbors cannot be upset with most of the Supporters, despite the harsh rhetoric that may have been
employed, for they were unwittingly played to the advantage of the Applicant and to the detriment of South
Phoenix.
The main arguments against this proposed development remain unaddressed by the Applicant. We implore
the Neighbors not to get distracted by the unsubstantiated vitriol contrived by one or two bad actors.
Page4 585
Instead, Hope is found in maintaining the following items as our primary focus in united opposition to this
proposal:
Density,
Density Transition, and
The Governing Legal Documents (Precedent)
So acutely poignant are these three arguments, they were the genesis for the Continuance granted by the
SMVPC on February 9, 2021.
Councilmember Garcia subsequently brokered two meetings to bring the Applicant and the Neighbors
together to discuss these concerns. We are grateful that Councilmember Garcia took real action to promote
the concept of a community united by bringing everyone together.
During those discussions, the pro-development Neighbors tangibly demonstrated a willingness to move on
their position and we remain willing to further negotiate on the actual merits of Land Use and Density.
However, the Applicant remains intractable on the Neighbors’ key concern of Density. The Applicant’s
attorney forcefully stated early in the meetings that he will not discuss Density with the Neighbors.
Instead of discussing the unresolved concerns of the Neighbors in a respectful manner, the Applicant’s
attorney has a documented track record of publicly (yet unsuccessfully) attempting to distract the neighbors
with controversial issues, blatant misrepresentations, fallacy, and unsubstantiated allegations.
Regardless, we Neighbors must not allow ourselves to be distracted by theatrics, including what transpired
Tuesday night.
We Neighbors must remain positive, logical, compassionate, and on point.
We Neighbors must choose Hope over hurt and Forgiveness over fear. Doing so extends beyond this
proposal and speaks to our character as a Community.
The main points against this proposal continue to simply be:
Density,
Density Transition, and
The Governing Legal Documents (Precedent)
See attached for details on these three points
To view the recording from Tuesday night, click here [cityofphoenixpdd.webex.com]. Recording password:
mJ52JVJH. The conversation about the project begins at 1:30:18.
It is our sincere prayer that South Phoenix will seek - and find - Healing and Forgiveness following the
travesty that transpired Tuesday night.
United we stand,
Raj Chatolla
Bereket Gebre-Egziabher
Trent Marchuk
Fabiola and Alonso Marquez
Patty McKinstry
somosbuildbam.org [somosbuildbam.org]
Page5 586
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Page6 587
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Racelle Escolar
From: D in AZ
Sent: Monday, March 22, 2021 8:03 PM
To: DM
Subject: Opposition to Z-35-20-8 and GPS-SM-1-20-8 (40th & Southern)
Dear Council Members,
As a resident in South Mountain, I oppose the high density that is proposed for 40th & Southern. Please support
the property owners that actually live in this area instead of outside interests who are just in it for the most money and
not the well being of the area. As someone who also drives past this intersection 2 ‐ 4 times a day, high density will also
bring more traffic on this already busy intersection. Your committee's decision not only impacts this corner but the
surrounding communities of South Mountain and Laveen.
Thank you for your time in reading this and your attention to the neighbor's concerns,
Darcy Meyer
3535 W Bohl St,
Laveen
Page1 595
Racelle Escolar
From: Blake Peterson
Sent: Monday, March 22, 2021 1:18 PM
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; Racelle Escolar; Enrique A
Bojorquez-Gaxiola; somosbuildbam@gmail.com
Subject: Case Nos. Z-35-20-8 and GPS-SM-1-20-8
To Whom it May Concern:
I oppose Z-35-20-8 and GPS-SM-1-20-8 for the following reasons:
The density is much too high for this area of the city
This project does not conform to the General Plan, setting a precedent that will negatively impact the South
Mountain Village well beyond these 17 acres.
The neighbors do not want this development…….Documented neighbor opposition to this project is vast.
There are more appropriate alternative options available for this land with a much lower density.
Thanks, Blake
Blake Peterson, CPA
6236 S 37th Street
Phoenix, Arizona 85042
Phone: 480‐829‐0509
Fax: 480‐829‐0055
blakepeterson@cox.net
blakepetersoncpa.com
Page1 596
March 24, 2021
Phoenix Planning & Development Department
Zoning Section
200 West Washington, 2nd Floor
Phoenix, AZ 85003
RE: Case Nos.Z-35-20-8 and GPS-SM-1-20-8 40th Street & Southern
Greetings Zoning Committee Members:
Thank you for your service on this important committee. We appreciate your public service and
commitment to hearing from citizen stakeholders to ensure that communities in Arizona can
continue to thrive. We are writing to voice our opposition to the development of multi-family
rental housing proposed. The proposed plan is too dense and would have a negative impact on
our community and way of life.
We have lived in the Heard Ranch area since 1976. When we moved to his area from downtown
Phoenix, there were citrus orchards and cotton fields north of us. To the south, were the
Japanese American flower gardens. When you got off the Interstate 10 Freeway at 40th Street,
it was noticeably cooler given the fields of cotton, citrus, and flowers. Our neighborhood was,
and remains today, a popular destination given the open spaces and the ability to maintain
livestock and grow food. Our community includes riding trails and tree-lined streets that are
popular with visitors to the Legacy resort to our west. Many walkers remark on the friendly and
open nature of our neighborhood.
Over the past 45 years, much progress has evolved the landscape. We now have golf courses
and schools rather than cotton fields and flower gardens. Some of the unique features of our
area are now gone. But we believe that our open and friendly community is the last hope of
continuing the agricultural feel of the South Mountain area. We should be able to continue to
welcome families into our neighborhood who seek out that rural lifestyle. The environmental
and social-emotional benefits to families are great, and we welcome the opportunity to build
more homes like ours so that more can have the opportunity to experience this type of
community.
Residents of the current proposed planned dense community would have to negotiate the
challenges of living up again a more rural neighborhood. They would likely be very unhappy
with the noises, smells, flies, and mosquitos that having farm animals entails. We would
welcome a less dense proposal that would allow us to open our community to families that
choose this way of life. Further, we expect that this zoning change would start at the
intersection of the proposed site and continue down the southside of Southern Avenue
hemming in our area and eventually push us out. Rather, we propose that the site be used to
increase the opportunities for individuals that provides a unique way of life. We believe that
Page 597
maintaining the current zoning conditions would encourage developers to create more
opportunities for Arizona residents to have options for raising their families.
In the March 23, 2021 Arizona Republic mentioned another South Phoenix developer, Lee
Mashburn of Pivot Development saying, “If you do a project and ignore the neighborhood, it is
not going to be a success.” The South Mountain Village Planning Committee rejected this
proposal and we ask that the Planning Committee also reject this plan.
Thank you for your consideration of our appeal.
Deirdre & Randy Irvine
3802 East Saint Catherine
Phoenix, AZ 85042
(602) 437-2688
Page 598
From: Lu Ann Winters
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; Racelle Escolar; Enrique A
Bojorquez-Gaxiola; somosbuildbam@gmail.com
Subject: Opposition to 40th & Southern (Z-35-20-8 and GPS-SM-1-20-8)
Date: Tuesday, March 23, 2021 6:36:15 PM
To the Mayor and council members for districts in the South Mountain Area:
I am a concerned citizen in the South Mountain area. I am concerned about the
above project due to the high density it would create in our neighborhood that is
already too dense with all the apartments and condos in the area. The traffic is
already past capacity as it is right now let alone if we added more dense housing to
the area. This project does not conform to the General Plan for the area, setting a
precedent that will negatively impact the South Mountain Village well beyond these 17
acres.
Please do not let the beauty of our South Mountain area be destroyed with over
development.
Thank you,
Lu Ann Winters
3434 East Baseline Road, #323
Phoenix, AZ 85042
Page 599
Racelle Escolar
From: Catherine Pliess
Sent: Thursday, March 25, 2021 1:21 PM
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; Racelle Escolar; Enrique A
Bojorquez-Gaxiola; Somos BuildBam
Subject: Opposition to 40th & Southern (Z-35-20-8 and GPS-SM-1-20-8)
Dear Community Leaders,
I write to you today in opposition of a planned rental housing development at 40th and Southern.
I would like to formally register my opposition to the project at 40th & Southern (Z‐35‐20‐8 and GPA‐SM‐1‐20‐8. This
project is NOT in keeping with the land use and zoning as outlined in the Baseline Master Plan and it will not be a
compliment to the area. As a homeowner in the area, I bought in the South Mountain area in 2018 for the rural and
relatively agricultural flavor of the area. For being such a short drive to downtown Phoenix, South Mountain offers a
connection to the past history of rural Phoenix. The South Mountain area has wonderful potential to be a successful
area with a focus on agriculture, a connection to our food sources, a connection to our past and an area that celebrates
our beautiful South Mountain Park.
We need projects that are approved not just for the sake of developing unused land, but for mindful, meaningful intent
that will assure the area growth in a way that preserves and protects our unique features. This proposed high density
rental project will not support these important attributes of Phoenix and is not in keeping with the master plan or
current zoning for this area. This project does not accomplish any of those items. For the developer this is nothing but a
cash cow.
During the meetings I attended, many neighbors opposed this project for the same reasons outlined above. At the last
meeting, the lawyer provided folks in favor of this project, but respectfully, I do not believe that they were actually
homeowners or stakeholders from the area or even people who live in this area. They sounded as if they were reading
from a script provided to them. When asked for their addresses they refused. Some of these folks tried to paint a picture
that opposition to this project was racially motivated. Not only was that insulting but it could not be further from the
truth. Everything is NOT about race. The South Mountain area is currently and historically culturally and racially diverse.
It is one of our points of pride and one of the reasons I chose to purchase a home here. Current area residents do
recognize that social equity is an integral part of sustainability and preserving the integrity of the South Mountain area
and its existing Master Plan.
I recognize that we are in a housing shortage and the need for affordable homes and rental homes is great. I attended
(virtually) both meetings where the lawyer for the project presented this proposal. The lawyer sure did try to ring all the
important bells by promising affordable homes for teachers, previously incarcerated people and other special need
populations (I still don't understand why he kept grouping teachers with ex‐convicts). He spent a lot of time talking
about these special units and yet at the end of the day it was only for 3 units. Talk about gaslighting. He also went on
about waived application fees and background checks. I have been a renter prior to buying my home in 2018 and I think
that application fees and background checks are needed and should not be waived. It was my understanding that this
was law anyway. The lawyer was adamant about calling this project to be affordable housing, yet the proposed rents are
not affordable. They are higher than my mortgage payment. The lawyer also went on about offering a community
garden and that they would teach the residents to grow their own food, this to me sounds like more smoke and mirrors.
How would this be enforced? What happens when no one wants to care for this garden? Gardening in Phoenix is not a
simple task. Are they going to pay someone to keep it? My view is that in less than 6 months this promise would be
broken and it would be a bunch of weeds. I think this entire project will be a bunch of broken and unenforceable
promises.
Page1 600
If the developer were really looking to provide affordable homes to benefit a low‐income population, they would create
a housing development with low‐cost homes for sale and offer special funding incentives partnered with city grants.
They could also provide single family homes on a decent sized lot that matched the rest of the existing community and
were in keeping with the current master plan. Have they explored a public‐private model that could be shared with
other planning agencies as it relates to the working relationship between stakeholders and the developer? When you
compare this to the award‐winning Cooper Leaf project it falls very short of the goals and strategy used for that
successful in‐fill project.
This proposal and its non‐conformance to the General Plan, sets a precedent that will negatively impact the South
Mountain Village well beyond these 17 acres and the future zoning. A project such as this would be much better served
to be closer to the new rail extension on Central, being close to the rail would make way more sense and would
encourage more riders, actually eliminating traffic concerns associated with this location. Has the developer considered
working with the anticipated future Transit Oriented Development (TOD) to provide housing possibilities to ensure
ridership?
South Phoenix is in many ways a vulnerable area as it currently is made up of too many rental and high‐density areas.
Those in rental developments are not property tax payers and often do not have care or long‐term thoughts on the area
and how projects like this negatively affect tax paying homeowners. This project is also a detriment to the heavy traffic
already a problem in the area. Baseline Road and Southern Avenue on a weekday between 1pm and 7pm is often
bumper to bumper even in this lower traffic pandemic times, this proposed project that does not conform to the city
plan will only make this phenomenon worse. I cannot help but wonder if this project, that is so different from the
current approved use would even be considered if was proposed in a different area? Please respect the Master plan and
the property taxpayers of this area. Do not support or approve this plan, please do not change the zoning for this parcel.
Please respect the South Mountain area.
Kind Regards,
Catherine Pliess
7839 S. 27th Way
Phoenix, AZ 85042
480.824.8951
cpliess@gmail.com
Page2 601
Racelle Escolar
From: Tod Hegstrom
Sent: Friday, March 26, 2021 1:37 PM
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; Racelle Escolar; Enrique A
Bojorquez-Gaxiola; somosbuildbam@gmail.com
Subject: SE Corner 40th St & Southern - Zoning Change Request - OPPOSED
To All -
Proposal: Zoning Change Request at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
My Position: OPPOSED to the above cited zoning changes.
Significant time and effort has been placed, by dozens of South Phoenix residents, into
constructing the plans for the South Phoenix area. And more specifically to the Baseline
Corridor.
Obviously things change and the plans can change. However, the plan has NOT
changed. And the citizens of South Phoenix are overwhelmingly opposed.
The zoning request is not consistent with the existing and approved plan and the zoning
change request significantly changes the use. High Density Residential. The
purpose for zoning is for those that are currently living in an area of Phoenix AND for
those wanting to move into an area of Phoenix. The zoning establishes what you can
expect to grow up around you over the coming decades. You make an investment in a
home and you depend on the zoning and the plans that have been developed to provide
the proper guidance. Not only the guidance to you when you are buying, but the
guidance to the city administrators moving forward.
We've lost the flower gardens, we've lost the citrus groves, we've lost the cotton
fields. We've been inundated with so many apartment complexes and high
density housing (especially in the Baseline Corridor) ... and it has to STOP. And this
location is certainly NOT the location for high density residential.
Yes, I remember all of those wonderful and beautiful attributes of South Phoenix. I've
lived in South Phoenix for over four decades. My spouse was born and raised in
South Phoenix. Our kids grew up in South Phoenix, and our kids did NOT move away ...
our grandkids are now growing up in South Phoenix.
I know what we had, I know what we have. A lot has changed. The current zoning for
this area should not be changed. Especially not while being opposed by the residents.
Stop it here. Stop it now.
Respectfully Submitted,
- Tod
Page1 602
Tod Hegstrom
602.758.5855
16th St & Southern Area
Psalms 37:5 | Commit thy way unto the LORD; trust also in him; and he shall bring it to
pass.
"Right is right even if no one is doing it; wrong is wrong even if everyone is doing it."
o St. Augustine/Augustine of Hippo
And, for the Geeky types:
o There's no place like 127.0.0.1
o There are 10 types of people in the world: those who understand binary, and those
who don't.
Page2 603
Racelle Escolar
From: Raj Chotalla
Sent: Saturday, March 27, 2021 1:08 PM
To: PDD Planning Commission
Cc: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; Racelle Escolar; Enrique A
Bojorquez-Gaxiola; Somos BuildBam
Subject: Opposition to Southern and 40th St proposed development
Dear Planning Commission ‐ I am writing as a concerned resident of the Bartlett Heard ranch area and oppose the
proposed rezoning and development request per Z‐35‐20‐8 and GPS‐SM‐1‐20‐8.
I would like to share my story on deciding to live in the area. We were looking for a property for our multi‐generation
family to live in which would offer a big yard/big trees/flood irrigation to grow our own vegetables/fruits in a rural
setting. We looked for over a year and a half to find the right place. When we saw Bartlett Heard ranch and its S1 zoning
per city ordinances 9as shared by our realtor) we were drawn to it. We were sure to have found our dream
neighborhood with the information we had. We ended up bidding for a couple of houses in the area and finally bought
the current house about two years ago and invested our life's saving in this new home to remodel.
We are disturbed to find out that the zoning in our back yard is being changed and also the proposed residential
development being a very dense use (over 1800% denser usage than what is allowed with current zoning)
I and my wife have signed the formal opposition of this application from this neighborhood which included about 95% of
residents in the area who are of the same opinion. I would request the Planning Commission to reject this application. A
more reasonable density/density transition should to be adhered to for a new development on this 17‐acre property
and that would be in line with city general guidelines for this area.
Rgds
Raj Chotalla 480‐275‐1801
3840 E Vineyard Road
Phoenix AZ 85042
Page1 604
Racelle Escolar
Subject: FW: Opposition to 40th St and Southern (Z-35-20-8 and GPS-SM-1-20-8)
From: Sandy Bawden
Sent: Sunday, March 28, 2021 8:55 PM
To: Mayor Gallego
District 2 PCC
4
Subject: Opposition to 40th St and Southern (Z‐35‐20‐8 and GPS‐SM‐1‐20‐8)
Phoenix Planning & Development Department
Zoning Section
200 West Washington, 2nd Floor
Phoenix, AZ 85003
Hello,
We are writing in opposition to the proposed development at 40th St and Southern (Z‐35‐20‐8 and GPS‐SM‐1‐20‐8). We
are native Phoenicians. Our extended family has lived in the South Mountain Village since 1973 and our immediate
family has lived in the Bartlett‐Heard neighborhood since 1988. We have seen many changes over the years; from
flower gardens and citrus groves to housing developments, retail and commercial properties, golf courses and resorts.
We are not opposed to change, but we are opposed to change that is not beneficial to the area and is in non‐
conformance to the General Plan that will set a precedent negatively impacting the South Mountain Village well beyond
these 17 acres. The density is too high and does not provide an appropriate density transition. The majority of the
neighboring property owners are against this proposal.
We respectfully ask that you vote NO on Items 5 & 6, Applications Z‐35‐20‐8 and GPS‐SM‐1‐20‐8.
Sincerely,
Thom and Sandy Bawden
3232 E Vineyard Rd
Phoenix, AZ 85042
Page1 605
From: Trent Marchuk
To: Racelle Escolar; Enrique A Bojorquez-Gaxiola
Cc: Pattihoash@gmail.com; Patty Mckinstry
Subject: Re: Minutes from SMVPC March 9, 2021, GPA SM-1-20-8 and Z-35-29-8
Date: Sunday, March 28, 2021 11:15:04 PM
Attachments: 12.17.20 - General Request_ Housing Phoenix Questions.pdf
02.04.21 - Support_Petition Signatures_01-26-21.pdf (Z-35-20-8 and GPA-1-20-8).pdf
Hi Racelle and Enrique,
Please make the following edits in the meeting minutes for the 3/9/21 SMVPC meeting
regarding Z-35-20-8 and GPA-1-20-8. Reference email reproduced below; I literally wrote the
content real-time and read it during my portion to speak and then emailed it to Enrique that
same night.
Of the requested edits / clarifications that will not be made, please advise justification.
Enrique - Please add this correspondence to the case file.
Racelle - kindly request that you forward this email to the Planning Commission members in
supplement to the meeting minutes.
Edit #1
Currently written:
Trent Marchuk asked the following questions:
How does this project meet the Housing Phoenix Plan?
Can you confirm the accuracy of the information provided?
Mr. Morris responded that the project brings housing that is affordable to the area
and confirmed the information submitted to the committee was accurate.
Requested clarification:
Trent Marchuk asked the following questions:
What specific Phoenix Housing Policy Initiative(s) does this project
advance? (See starting on p 14)
Can you confirm the 251 signatures submitted in support are legitimate?
Mr. Morris responded
that the project brings housing that is affordable to the area
confirmed the information submitted to the committee was accurate
Trent Marchuk stated:
The City of Phoenix represented to the residents that no specific Phoenix
Housing Policy Initiative is advanced through this project. (Reference
attached email dated Dec 17, 2020)
Edit #2
Currently Written
Trent Marchuk discussed his appointment, vote and the discussions with the
applicant. Land use and design are principles that need to be considered and
discussed the correspondence submitted by the applicant. He addressed the issues
with enforcing the voluntary stipulations proposed by the applicant.
Requested Clarification
Page 606
Trent Marchuk made the following statements
Section 2.D.4.g of the Ethics Handbook states he has no conflict of interest
voting on this project.
The main concerns of the neighbors are Density, Density Transition, and
the Precedent to the General Plan.
The Applicant has introduced an artificial polemic and misrepresented the
opposition to galvanize rather than work with the neighbors
The pro-development neighbors have made concessions in their negotiation
position willing to creatively densify beyond the legal hard zoning; yet the
applicant has remained intractable.
On Feb 4, 2021, multiple discrepancies with the support signatures
submitted by the applicant were provided to the city, including one
purported forgery and many other documented misrepresentations.
(reference attached email dated Feb 4, 2021)
Existing stipulations on the C-2 parcel preclude residential development;
any change to those stipulations must be brought to the SMVPC.
This project is not affordable housing; nearby comparables go for a 20%
premium over average rent within a two mile radius.
A broker who regularly lends to this product type, classified this specific
proposal as "predatory development.”
Respectfully submitted,
Trent Marchuk
---------- Forwarded message ---------
From: Trent Marchuk
Date: Tue, Mar 9, 2021 at 11:06 PM
Subject: Remarks 3/9/21 SMVPC
To: Enrique Bojorquez
Cc: Patti Trites, Southern Hills HOA
Hi Enrique,
For the meeting notes, below follows the remarks that I read tonight.
Respectfully submitted,
Trent Marchuk
Thank you for the opportunity to speak. As many know, I have been involved in this proposal
since July 2020. I have studied this proposal and educated my fellow neighbors on what I
have learned. I have advocated against this matter before the board today and have publicly
stated that I would not support this matter.
I was appointed to the SMVPC by Sal DiCiccio because of my involvement in this proposal.
Section 2.D.4.g of the Ethics Handbook states I have no conflict of interest.
The main concerns of the neighbors are Density, Density Transition, and the Precedent to the
General Plan. That’s it. The disregard for and destruction of the General Plan was the only
thing compared to cancer. Land use and Design is what the Village is charged to protect.
Page 607
The Applicant has introduced an artificial polemic and misrepresented the opposition to
galvanize and distract rather than working with the neighbors that opposed the project. There
is a documented catalog of interactions between the neighbors and the Applicant.
The pro-development neighbors have shown a willingness to move on their density position to
creatively entertain further densification relative to how the land is legally hard zoned. The
applicant is asking for 1,830% increase relative to the current, legal hard zoning. Current
Hard Zone is 10 units for the entire 17 acres. The applicant asks for 193. That is 1830%
increase.
Stipulations on the C-2 north parcel precludes residential on those 7 acres. Per stipulation
#11, that cannot be changed unless brought before the SMVPC.
It’s important to note that the neighbors have offered to consider high density on the north
parcel and the south parcel would densify relative to hard zoning as well.
It’s also important to note that opposition is shared across racial and ethnic lines, as Bereket
mentioned. One or two people were asked to represent the diverse constituency in opposition.
However, the Applicant has been intractable on land use and design, specifically on Density.
On Feb 4, 2021, many discrepancies with the submitted signatures were provided to the city.
The details are in the case file, including one purported forgery and findings of
misrepresentations amongst other discrepancies. If they are willing to submit irregularities to
the city and the community regarding submitted signatures, they are willing to say anything to
get this project approved.
As a bishop with stewardship over a community of congregants between Central and 40th St
and the River and the Mountain, I have personally helped formerly incarcerated individuals
get back on their feet. I agree they deserve a second chance. This project does not guarantee
they will be helped, because the promised items are not enforceable. Many in opposition may
have very well been deceived by the very demographic they passionately, and in some cases
rightfully, resent.
What is known is that comparable single family rentals range from $1300 for 1 bedroom,
$1600 for 2 bedrooms, and $1900 for 3 bedrooms. These are at least 20% higher than the avg
rental rates within a 2 mile radius. Students and formerly incarcerated people cannot afford
this. This project will have a displacement effect.
The best description I’ve heard yet about this proposal is embodied by the phrase, used by a
broker who regularly lends to this product type, “This is predatory development.”
Therefore, I cannot support this proposal
Page 608
Racelle Escolar
From: Tina Behrens
Sent: Monday, March 29, 2021 2:30 PM
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; Racelle Escolar; Enrique A
Bojorquez-Gaxiola; somosbuildbam@gmail.com
Subject: Opposition to 40th & Southern (Z-35-20-8 and GPS-SM-1-20-8)
I am writing to ask the Planning Commission to deny the proposal for The Sanctuary, Case Nos. Z‐35‐20‐8 and GPS‐SM‐1‐
20‐8. As a proximate neighbor, I believe this project is not right for this parcel. It is too high in density, doesn’t allow
for appropriate density transition, and most importantly, doesn’t conform to the General Plan. Approval of projects that
don’t meet this standard set a negative precedent for future projects and application. As an area resident that has spent
years trying to keep the South Mountain Village from falling prey to developments who chip away at the edges of this
critical, citizen‐driven Plan, this is very disheartening.
The owner of the parcel in question this time has promoted developments on this land for some time. They continue to
push projects to which the neighborhood has voiced their opposition. Interaction with the neighbors appears to have
become grudging – a step they’ve had to take to “satisfy” planning committee & neighbor requests to work something
out. Further, there has been questionable (and sometimes shocking) evidence produced of “neighborhood
support”. The South Mountain Village Planning Committee has supported the community by denying the request for
proposed development. If the owners are unwilling to work out good alternatives, I strongly suggest they market the
parcel to those who will. (The parcel was willed to the current owners many years ago, who have not focused on
marketing the land properly.)
I urge you to give the General Plan the credence it rightfully deserves as a taxpayer approved plan, and deny this project
which does not conform.
Sincerely,
Tina Leadbetter
3268 E. Vineyard Rd
Phoenix, AZ 85042
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Racelle Escolar
From: Karen and Sue
Sent: Tuesday, March 30, 2021 7:42 AM
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; Racelle Escolar; Enrique A
Bojorquez-Gaxiola; somosbuildbam@gmail.com
Please enter this response into the record.
Phoenix Planning Commission Case Number:
GPA-SM-1-20-8 & companion Case Z-35-20-8.
Re: The “Sanctuary At South Mountain” purposed development at the Southwest corner of Southern Avenue and
40th Street.
Submitted by Karen Mischlispy Home Address: 3818 E. St. Catherine Avenue, Phoenix, AZ 85042
I am opposed to the "Sanctuary At South Mountain" development because: a.) it does not meet the Baseline Master Plan,
b.) the density for this development is too high for this area, c.) impact to future development along Southern Avenue from
40th Street to 24th Street, d.) high density development creates issues with traffic, parking for staff, visitors, and guests, and
e.) the continued pressure to change and or modify the Zoning and General Plan Amendment is not appropriate for this
area. This high-density development would be better located closer to Central Avenue to allow direct access to the light
rail. I am concerned with the developer's fast-tracking effort to send this negative development through the city process
during a pandemic. This is vital to my future neighborhood and community. The Baseline Master Plan identified the need to
retain the historical significance for future development.
I have lived and worked in the area most of my life. I have seen many changes some good and some not so good. I want
the corner of 40th Street and Southern Avenue to be developed appropriately to the area. I am asking the Phoenix Planning
Commission to follow the recommendation of the South Mountain Village Planning Committee and denied the request for
proposed development of the 40th St & Southern Property.
Thank you,
Karen Mischlispy
home phone: 602 438-2928
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Racelle Escolar
From: M Bontrager
Sent: Tuesday, March 30, 2021 8:41 AM
To: Monique Bontrager
Cc: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; Racelle Escolar; Enrique A
Bojorquez-Gaxiola
Subject: Opposition to 40th & Southern (Z-35-20-8 and GPS-SM-1-20-8)
To whom it may concern,
I urge you to deny this proposal, the main land use concerns continue to be high of density; inappropriate and
non-conformance to the general plan and setting a precedent that will negatively impact the South Mountain
Village well beyond these 17 acres. It will add further traffic to the area and there is not one grocery store or
restaurant within 2.0 miles of the proposed site.
The neighbors do not want this development.
Our family has lived in the Bartlett Heard neighborhood for more than 15 years, rebuilt our home with pride and
dedication to adding value to South Phoenix neighborhoods and do not think a development of that nature to
be built on that site.
Thank you,
Monique Bontrager
6401 S 37th str
Phoenix Az 85042
602 770 4526
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Racelle Escolar
From: Patti Trites
Sent: Tuesday, March 30, 2021 4:34 PM
To: PDD Planning Commission; Racelle Escolar
Cc: Enrique A Bojorquez-Gaxiola; Joshua Bednarek
Subject: Planning Commission April1st - Comment
Attachments: PTrites PlanningCommission comments 040121.pdf; 030821 Mass Libaz posting.pdf; 030821 MassLbAZ
Instagram Post and links.pdf; MassLib AZ registered agent Joe Larios.png
Dear Josh and Racelle,
Hope you are well.
Please make sure that my comments for Item 5 GPA‐SM‐1‐20‐8 and Item 6 Z‐35‐20‐8 are sent to the Planning
Committee Members for the April 1st meeting.
I am also attaching supporting documentation. Please make sure it goes with my comments. My comments are on the
document 'PTrites PlanningCommission comments 040121'.
Agenda Item #5 GPA‐SM‐1‐20‐8 along with companion case
Agenda Item #6 Z‐35‐20‐8 Sanctuary at South Mountain PUD
Located at: SW corner of 40th Street and Southern Avenue
Please take the time to review my attached comments and the other attachments.
I ask the Planning Committee to please oppose this development at this location. I remain available to answer any
questions you may have: 402.213.7126 or pattihoash@gmail.com
Thank you and please stay safe,
Patti Trites
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Patti Trites cell 402.213.7126 email: pattihoash@gmail.com
March 30, 2021
Dear Planning Commission,
For the COP Planning Commission April 1, 2021
Agenda Item #5 GPA-SM-1-20-8 along with companion case
Agenda Item #6 Z-35-20-8 Sanctuary at South Mountain PUD
Located at: SW corner of 40th Street and Southern Avenue
My name is Patti Trites. I reside at 2421 West Hayduk Road in South Mountain Village in Phoenix Arizona.
I am speaking as a resident of South Mountain. I am in Independent and have not taken 1 cent or any
promises for any votes, ever. I do not run or belong on any board of any non-for-profit organization.
I oppose this project at this location. It is the wrong location for this project. Please vote against these
cases.
My reasons for opposing are:
1) Proposed increase density not compatible to immediate neighbors and their investment;
2) Past promises made by the land owners when C-2 was granted have not been kept;
3) New promises made to the Mass Lib AZ group as posted on their Instagram Account by current
Developer’s Attorney are not enforceable. The COP Staff stated this during the March 2021
SMVPC meeting.
4) The SMVPC and Councilman Garcia repeated requested the Developer’s Attorney, Jason Morris,
to compromise/negotiate with the neighbors was never done.
a. The SMVPC asked Jason Morris several times during the presentations in 2020 to
negotiate with the neighbors.
b. A continuance was granted at the February 2021 SMVPC so that Jason Morris could
negotiate with the neighbors.
c. Prior to the March 2021 SMVPC meeting, I had spoken to both Jason Morris and the
neighbors. Both said they would compromise.
d. Councilman Garcia arranged a March 4th conference call with Jason Morris and the
neighbors to find a compromise.
e. Jason Morris and his client, the Developer, did not compromise or negotiate during this
meeting March 4th. They would not move on the density from their 11 du/acre and keep
them as rentals. The neighbors would have negotiated to 5 per acre of owned, not
rented, properties.
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Patti Trites cell 402.213.7126 email: pattihoash@gmail.com
5) After the March 9th, 2021 SMVPC Meeting, I discovered that developer and Jason Morris instead
met with two South Mountain Village Committee members, Joe Larios and Matt Aguilar, after the
meeting with Councilman Garcia. This meeting took place after the 4th but before the 8th of March.
a. This meeting was validated by Alan Stephenson to me, as he spoke to Jason Morris.
b. The messaging on the Mass Lib AZ Instagram Page/Facebook page changed. It
encouraged members to register to speak in support of this project due to the promises
made by the attorney for the developer, Jason Morris.
c. A snapshot from the Instagram Account of Mass Lib AZ:
d. It bears repeating, these ‘promises’ are not enforceable by the City. There is a false sense
of hope by the supporters. When they realize it will not happen, the developer and their
attorney will be gone.
6) IMPORTANT: Please be aware that these two members of the South Mountain Village Planning
Committee, Joe Larios and Matt Aguilar, are founders of non-for-profits. That is the source of
their income. One of those is the Mass Lib AZ Group, for former incarcerated people. Joe Larios
is listed as the registered agent for this group.
7) Exchanging Votes for FAVORS/PROMISES from any developer, or their representative, of your
non-for-profit group on any project – IS WRONG and UNETHICAL.
The March 2021 SMVPC Meeting was very emotional. Threats and intimidation are not the way to gather
votes for a project.
Freedom of speech is a great freedom. No resident of Phoenix, or South Mountain, has the right to
threaten or incite violence if their views are not agreed upon by any Village or Planning Commission.
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Patti Trites cell 402.213.7126 email: pattihoash@gmail.com
The Mass Lib AZ group was told, they posted it on the web, and Jason Morris ‘promised’ them
unenforceable stipulations to gather the vote of these SMVPC Members. This group spoke with great
passion believing that the SVMPC did not approve of them if we did not vote in favor of this project.
Nothing can be further from the truth. I, for one, have signed several of the Mass Lib AZ Petitions in the
past.
The developer never compromised or negotiated with the neighbors.
This project is not Affordable Housing.
This project has too much density for the area.
The commitment made by the landowner when the C-2 zoning change was made is not being kept.
This project must follow all the Federal Housing Laws. Period.
I felt threatened by the name calling and remarks made directly at me during the March 2021 SMVPC
meeting; that I filed a Police Report # 2021-396297 and resigned from the SMVPC. The meeting’s
recording is on file with the city. Please take the time to listen to it , if you need validation.
I ask the Planning Committee to please oppose this development at this location.
I remain available to answer any questions you may have: 402.213.7126 or pattihoash@gmail.com
Thank you and please stay safe,
Patti Trites
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For further context on what drove the proceedings last night, including the provided talking points, please see
below.
Instagram Post
https://www.instagram.com/p/CMGMFiZnuhj/?igshid=1li5a3bqu7nud
Text of the Instagram Post
CALL TO ACTION: Join the People Over Property Initiative this Tuesday, March 9th @ 6PM to disrupt
the racism and classism of the housing development process, in solidarity with formerly incarcerated
community members of South Phoenix.
We need you to register to speak by 5:00 pm on Monday 3/8 so you can help demand the South Mountain
Village Planning Committee (SMVPC) puts people over property and creates housing we need!
Find instructions and talking points: bit.ly/fairphx (LINK IN BIO)
We’ll also be breaking down the absurdities of planning and zoning in Phoenix as we livestream the
meeting as a community together. bit.ly/absurdphx
Screenshot of the Meeting Registration follows:
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Screenshots of the Call to Action follow:
https://docs.google.com/document/d/e/2PACX-1vSbsde48aNaxIl0BMdTaQ6Wn8GIw-
hrPgCzjyeUpQSFya20BxVUgzentSdHV8L0hCm0g-0sR5GtgSqw/pub
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Copy of the page in text format
https://docs.google.com/document/d/e/2PACX-1vSbsde48aNaxIl0BMdTaQ6Wn8GIw-
hrPgCzjyeUpQSFya20BxVUgzentSdHV8L0hCm0g-0sR5GtgSqw/pub
PEOPLE OVER PROPERTY INITIATIVE | MLAZ
Advocate for fair housing for formerly incarcerated folks at the
SMVPC!
TUESDAY, MARCH 9 @ 6:00 PM (AZ/MST)
BACKGROUND - Why?
This Tuesday, the South Mountain Village Planning Committee, a board made up of members appointed by the mayor and
city council to make decisions on land use in South Phoenix, will be voting on a housing project on 40th Street and Southern
Ave. The developers have agreed to mitigate harms of displacement and gentrification in South Phoenix, ensuring
accessibility to formerly incarcerated community members by:
Changing the screening process by ending automatic disqualification for a prior record
Refunding all application fees if someone with a record is disqualified
Prioritizing housing for South Phoenix residents by waiving application fees for local residents or returning
residents
Creating urban farming space in partnership with local food justice organizations
Providing 3 units total at 50% rent for a period of three years exclusively for frontline workers and formerly
incarcerated residents
Continuing to be in partnership with local orgs to create an inclusive community with inclusive design
Unfortunately, local homeowners associations, property interests, and NIMBYs are organizing to deny this project because
they believe these types of rental properties will bring the “wrong kind of people” to the neighborhood.
We need your support to disrupt the coded racism and classism that dominates the development process and causes
racialized displacement. Help us demand that the City of Phoenix and the SMVPC put people over property and
create the housing we need!
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REGISTER TO SPEAK AT THE SMVPC MEETING:
Deadline to sign up: Monday, March 8th by 5:00 pm (AZ/MST)
Email Enrique Bojorquez-Gaxiola at enrique.bojorquez-gaxiola@phoenix.gov and let them know you would like
to speak on:
Agenda Item #9 - 40th St. & Southern Ave Project (GPA-SM-1-20-8)
Find talking points for your comment at the bottom of this document! If you need additional help or advice on
speaking, email ruia@masslibaz.org or text (480) 234-5682.
WATCH THE MEETING WITH US!
We will be hosting a livestream & detox of the meeting at 6:00 PM. Whether you’re speaking at the meeting or
not, you can tune in with us in this safe community space as we break down the absurdities of planning and
zoning in Phoenix and how we can resist resegregation. Stay for a detox afterwards!
Register at http://bit.ly/absurdphx
TALKING POINTS ( Updating )
Here are some sample talking points you can use to craft your public comment.
The legacy of racism has resulted in state sanctioned early death of south Phoenix residents through food
apartheid, Mass Incarceration and Criminalization, and Environmental Racism. These outcomes of
segregation and racism shaped the built environment of south phoenix, and the health and bodies of Black
and brown residents of south phoenix continue to pay the price. Every development project should shape
their project in partnership with directly impacted local leadership to assure a contribution to undoing
harms of development past. This project proposal is a first step and should be an example of the type of
responsive development we need to see more of.
Do you know that In Arizona, Black people constitute 5% of state residents, but 18% of people in jail and
14% of people in prison? This disproportionate impact is a result of a legacy of racism and white
supremacy, which also creates a cycle of housing violence where formerly incarcerated Black community
members are excluded from stable housing. The only way to break this cycle is when development can
follow the leadership of directly impacted people, because those closest to the problem are closest to the
solution. I support this project and hope to see more examples of housing developers listening to those
most marginalized.
The work of Black liberation includes disrupting the way racism operates in the development process. In
solidarity, we hold a commitment to name anti-black violence and move towards dismantling the beliefs
behind it. When higher income, mostly white neighborhoods stigmatize affordable rentals or housing by
saying things like:
the project will bring the “Wrong kind of People '' or
There is an unfounded focus on crime without any consideration for how people of color, and
especially Black people are criminalized
We know that is coded racism and should hold no merit in the outcome of the project.
“Approximately 98% of the arable acreage (land needed to grow food) in this country is white-owned,
which follows the trend in Phoenix and Maricopa county. This racialised outcome of landownership is no
accident, and has created inequitable good conditions that directly impacted leadership across the country
have named as food apartheid. “Food apartheid looks at the whole food system and takes into account
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income, race, and geography. It encompasses the social and racial inequalities that are at play in our food
system. It recognizes that the systems in place are what make it difficult for people living in low-income
areas to access fresh, healthy food.” Investing in Local autonomous food sources should be a standard for
any development operating in an environment where the life expectancy is 14 years less than the food
abundant areas of the city like built more and Paradise Valley.
Arizona’s housing crisis is actually just a real estate game riddled with racist and classist qualifications to
secure housing. There are multiple ways that denial of shelter can take place, and they are applied liberally
in order to increase property values and rental income. Unemployment is at a generational low, all while
corporate profits surge, signs of growth from new construction and revitalization of urban spaces. Yet the
working class tenants who inhabit these spaces are getting priced out of them. For those cost-burdened,
there is an inverse relationship in tenants ability to remain housed and the availability of affordable
housing.
Housing is a human right, yet a criminal record often stands between a person being able to secure shelter.
Formerly incarcerated people are 10 times more likely to experience homelessness than the general
population. And unfortunately, being homeless makes formerly incarcerated people more likely to be
arrested and incarcerated again, thanks to classist policies that criminalize homelessness. The
criminalization of having “nowhere to go” is inhumane, counterproductive and only perpetuates the
revolving door between homelessness and incarceration.
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From: FABIOLA MARQUEZ
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola
Subject: RE: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Tuesday, March 30, 2021 4:16:28 PM
Sent from Mail [go.microsoft.com] for Windows 10
From: FABIOLA MARQUEZ
Sent: Saturday, February 6, 2021 4:49 PM
To: mayor.gallego@phoenix.gov; council.district.1@phoenix.gov; council.district.2@phoenix.gov;
council.district.3@phoenix.gov; council.district.3@phoenix.gov; council.district.4@phoenix.gov;
council.district.5@phoenix.gov; council.district.6@phoenix.gov; council.district.7@phoenix.gov;
council.district.8@phoenix.gov; SouthMountainVPC@phoenix.gov; Enrique Bojorquez
Subject: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned Residents,
I am a resident of South Mountain Village. And I am very concerned of a proposed development
project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8). I urge you to oppose this
proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open
public discussion about the unintended impacts to infrastructure, health, and safety. How can a
single 17 acre rezoning application set a staggering precedent for 16 million square feet of adjacent
land without first engaging the broader community in active discussion? If it can happen in our
historic community, where else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
If a District Overlay needs to be re-written to allow for more flexibility in development, I am
supportive of having those conversations as a community. But, the changes should not be made
through precedent created by a single 17 acre rezoning application.
Please support us in opposing this proposal,
Alonso and Fabiola Marquez
6409 S. 39th Pl.
Phoenix, AZ 85042
Sent from Mail [go.microsoft.com] for Windows 10
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From: Lisa Peterson
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola; somosbuildbam@gmail.com
Subject: 40th St and Southern Ave (Z-35-20-8 and GPA-120-8
Date: Friday, April 2, 2021 8:16:57 AM
I am a resident of Heard Ranch. I am very concerned because of a proposed development
going in on 40th St and Southern. We have lived in Heard Ranch for 22 years and putting a
high density low cost rentals next to our beautiful neighborhood will lower our property
values.
This is going to be over 200 rentals crammed together on this small property and they will be
walking through our neighborhood. This development will bring more crime into the area. I
hope you have not already made of your mind. We do not want this development. We live
right next door to it. Please do not vote for this development to go through.
Thank you,
Lisa Peterson
lisapaz927@gmail.com
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Report
Supporting documents
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View on Agenda Online ↗
Item text
Approximately 340 Feet West of the Southwest Corner of 40th Street and
Southern Avenue (Ordinance G-6841)
Request to hold a public hearing and amend the Phoenix Zoning Ordinance, Section
601, the Zoning Map of the City of Phoenix, by adopting Rezoning Application Z-35-20-
8 and rezone the site from S-1 BAOD (Ranch or Farm Residence, Baseline Area
Overlay District) and C-2 BAOD (Intermediate Commercial, Baseline Area Overlay
District) to PUD BAOD (Planned Unit Development, Baseline Area Overlay District) to
allow residential (including multifamily) and other permitted uses in the Mixed Use
Agricultural (MUA) Zoning District. This file is a companion case to GPA-SM-1-20-8
and should be heard immediately following.
Summary
Current Zoning: S-1 BAOD and C-2 BAOD
Proposed Zoning: PUD BAOD
Acreage: 17.27 acres
Proposed Use: Planned Unit Development to allow residential (including multifamily)
and other permitted uses in the Mixed Use Agricultural (MUA) Zoning District.
Owner: John C. Oertle, Jr., Lisa-Kay Oertle-Melancon, Kent C. Oertle, Beth O. Hintze,
and Jerald A. Hintze
Applicant: Jason Morris, Withey Morris, PLC
Representative: Jason Morris, Withey Morris, PLC
Staff Recommendation: Approval, subject to stipulations.
VPC Action: The South Mountain Village Planning Committee heard this case on Feb.
9, 2021 and continued the request to the March 9, 2021 meeting, by a vote of 17-0.
The South Mountain Village Planning Committee heard this case again on March 9,
2021 and recommended denial, by a vote of 12-7.
PC Action: The Planning Commission heard this case on March 4, 2021 and continued
the request to the April 1, 2021 meeting, by a vote of 9-0. The Planning Commission
heard this case again on April 1, 2021 and recommended approval, per the staff
recommendation with an additional stipulation, by a vote of 6-2.
The Planning Commission recommendation was appealed, and a three-quarter vote
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petition was submitted on April 8, 2021. A three-quarter vote is required.
Location
Approximately 340 feet west of the southwest corner of 40th Street and Southern
Avenue
Council District: 8
Parcel Addresses: 6048 S. 40th St.
Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Planning and
Development Department.
Page 635
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 ORDINANCE BY CHANGING THE ZONING DISTRICT
CLASSIFICATION FOR THE PARCEL DESCRIBED HEREIN
(CASE Z-35-20-8) FROM S-1 BAOD (RANCH OR FARM
RESIDENCE, BASELINE AREA OVERLAY DISTRICT) AND C-2
BAOD (INTERMEDIATE COMMERCIAL, BASELINE AREA
OVERLAY DISTRICT) TO PUD BAOD (PLANNED UNIT
DEVELOPMENT, BASELINE AREA OVERLAY DISTRICT).
____________
BE IT ORDAINED BY THE COUNCIL OF THE CITY OF PHOENIX, as
follows:
SECTION 1. The zoning of a 17.27-acre site located approximately 340
feet west of the southwest corner of 40th Street and Southern Avenue in a portion of
Section 36, Township 1 North, Range 3 East, as described more specifically in Exhibit
“A”, is hereby changed from 10.02 acres of “S-1 BAOD” (Ranch or Farm Residence,
Baseline Area Overlay District) and 7.25 acres of “C-2 BAOD” (Intermediate
Commercial, Baseline Area Overlay District) to 17.27 acres of “PUD BAOD” (Planned
Unit Development, Baseline Area Overlay District).
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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. An updated Development Narrative for the Sanctuary at South Mountain PUD
reflecting the changes approved through this request shall be submitted to the
Planning and Development Department within 30 days of City Council approval
of this request. The updated Development Narrative shall be consistent with the
Development Narrative date stamped January 22, 2021, as modified by the
following stipulations:
a. Front Cover: Revise the submittal date information to add the City
Council adoption date.
b. Page 9, 1. Development Standards Table, Minimum Building Setbacks,
add letter “s” at the end of “Interior Property Line…” in reference to
interior property lines adjacent to the existing Walgreens.
c. Page 10, under Open Space, add “…of gross site acreage.” at the end
of the first sentence.
d. Page 12, Plant Lists, change the bold subheading “Plant Lists” from the
right-hand side of the table to the center-top above the reference to plant
materials. Also add the word “Zoning” after “Mixed Use Agricultural…”.
e. Page 14, 5. Amenities, shift “b. Outdoor Amenities:” to the following
page.
f. Page 15, 6. Open Space, align the formatting of the text in the second
paragraph.
g. Page 16, 7. Shade, edit the last sentence to the following: “c. Shade
requirements shall be calculated on a Summer Solstice at 12:00 noon.”
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h. Page 17, second paragraph, revise the second sentence to state “c.
Connections shall be provided from and between the following elements
via the most direct route using pathways a minimum of 4 feet in width:”
and revise the alignment at the bottom of the page starting with “d. Traffic
calming…”.
i. Page 19, E. Design Guidelines, change subheading from “1. Multifamily
Residential” to “1. General Standards”.
j. Page 19, E. Design Guidelines, under 1. Multifamily Residential, change
to: “e. All of the residential units adjacent to 39th Street shall contain
covered back patios at a minimum of 200 square feet in area at a depth
of at least six feet, if the front of residential units is not oriented towards
39th Street.”
k. Page 19, E. Design Guidelines, under 1. Multifamily Residential, remove
sentence starting with “f. A minimum of two pedestrian gates…”
l. Page 21, 5. Building Orientation and Massing, revise the second
sentence to “b. Residential units adjacent to 39th Street which are not
fronting onto 39th Street, shall incorporate back patios oriented towards
39th Street to reinforce community orientation and place eyes on this
street.”
m. Page 22, 10. Other Design Elements, please align the subheading.
n. Page 25, H. Complete Streets, change the word “ROW” to “right-of-way”.
o. Page 26, I. Infrastructure, 1. Circulation, lower case the word
“Pedestrian”.
p. Page 27, J. Comparative Zoning Table, update the Proposed PUD
standards to match with the rest of the PUD document.
2. The applicant shall submit a Traffic Impact Study/Statement to the City for this
development. No preliminary approval of plans shall be granted until the study is
reviewed and approved by the City. Contact the Street Transportation
Department, to set up a meeting to discuss the requirements of the
statement/study. Upon completion of the TIS the developer shall submit the
completed TIS to the Planning and Development Department counter with
instruction to forward the study to the Street Transportation Department, Design
Section.
3. The developer shall dedicate a one-foot Vehicular Non-Access Easement
(VNAE) along Southern Avenue, as approved by the Planning and Development
Department.
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4. 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.
5. Prior to final site plan approval, the property owner shall record documents that
disclose to purchasers of property and tenants within the development the
existence and operational characteristics of agricultural uses. The form and
content of such documents shall be reviewed and approved by the City Attorney.
6. The property owner shall record a Notice to Prospective Purchasers of Proximity
to Airport in order to disclose the existence, and operational characteristics of
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.
7. The developer shall grant and record an aviation easement to the City of
Phoenix for the site, per the content and form prescribed by the City Attorney
prior to final site plan approval.
8. 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.
9. Prior to preliminary 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 5th day of May, 2021.
________________________________
MAYOR
Page 639
ATTEST:
____________________________City Clerk
APPROVED AS TO FORM:
____________________________City Attorney
REVIEWED BY:
____________________________City Manager
Exhibits:
A – Legal Description (3 Pages)
B – Ordinance Location Map (1 Page)
Page 640
EXHIBIT A
LEGAL DESCRIPTION FOR Z-35-20-8
PARCEL NO. 1:
LOT 56, BARLETT-HEARD LANDS, ACCORDING TO THE BOOK 13 OF MAPS,
PAGE 35, RECORDS OF MARICOPA COUNTY, ARIZONA;
EXCEPT THAT PART THEREOF, IN SECTION 36, TOWNSHIP 1 NORTH, RANGE 3
EAST, GILA & SALT RIVER BASE AND MERIDIAN, MARICOPA, COUNTY, ARIZONA,
DESCRIBED AS FOLLOWS:
THENCE SOUTH ALONG THE EAST LINE THEREOF, A DISTANCE OF 309.54 FEET
TO AN ORTHOGONAL LINE, HEREIN DESGINATED AS LINE “A”;
THENCE SOUTH A DISTANCE OF 390.26 FEET;
THENCE WEST A DISTANCE OF 40 FEET;
THENCE NORTH A DISTANCE OF 290.26 FEET;
THENCE NORTHERLY TO THE INTERSECTION OF SAID LINE “A” WITH THE WEST
LINE OF THE EAST 42 FEET OF SAID SECTION;
THENCE NORTH ALONG SAID WEST LINE TO THE NORTH LINE OF SAID
SECTION;
THENCE EASTERLY TO THE POINT OF BEGINNING; AND
EXCEPT THAT PART THEREOF LYING WITHIN THE PARCEL OF LAND
DESCRIBED AS FOLLOWS:
BEGINNING AT THE NORTHWEST CORNER OF THE EAST 42 FEET OF SAID
SECTION;
THENCE WEST ALONG THE NORTH LINE THEREOF A DISTANCE OF 309.54 FEET
TO AN ORTHOGONAL LINE HEREIN DESIGNATED AS LINE “B”;
THENCE WEST TO A DISTANCE OF 100 FEET TO AN ORTHOGONAL LINE HEREIN
DESIGNATED AS LINE “C”;
THENCE WEST TO THE NORTHERLY PROLONGATION OF THE WEST LINE OF
SAID LOT 56;
THENCE SOUTHERLY ALONG SAID PROLONGATED LINE TO THE SOUL LINE OF
THE NORTH 40 FEET OF SAID SECTION 36;
THENCE EAST ALONG SAID SOUTH LINE TO SAID LINE “C”;
THENCE EASTERLY TO THE INTERSECTION OF THE SOUTH LINE OF THE
NORTH 42 FEET OF SAID SECTION WITH SAID LINE “B”;
Page 641
THENCE EAST ALONG SAID SOUTH LINE TO THE WEST LINE OF THE EAST 62
FEET OF SAID SECTION;
THENCE SOUTHEASTERLY TO A POINT ON THE WEST LINE OF THE EAST 42
FEET OF SAID SECTION WHICH IS 62 FEET SOUTHERLY OF THE POINT OF
BEGINNING;
THENCE TO THE POINT OF BEGINNING, AS SET FORTH IN WARRANTY DEED
RECORDED IN DOCKET 111243, PAGE 406, RECORDS OF MARICOPA COUNTY,
ARIZONA, AND
EXCEPT THAT PART THEREOF LYING WITHIN THE PARCEL OF LAND
DESCRIBED AS FOLLOWS:
COMMENCING AT THE NORTHEAST CORNER OF SAID SECTION 36, FROM
WHICH THE EAST QUARTER OF SAID SECTION 36 BEARS SOUTH 00 DEGREES
00 MINUTES 00 SECONDS EAST, 2650.00 FEET;
THENCE SOUTH 00 DEGRESS 00 MINUTES 00 SECONDS EAST, ALONG THE
EAST LINE OF THE NORTHEAST QUARTER OF SAID SECTION 36, A DISTANCE
OF 62.38 FEET;
THENCE NORTH 90 DEGREES 00 MINUTES 00 SECONDS WEST, A DISTANCE OF
42.00 FEET TO A POINT ON A LINE PARALLEL WITH AND 42.00 FEET WEST OF
THE EAST LINE OF THE NORTHEAST QUARTER OF SAID SECTION 36, SAID
POINT BEING THE POINT OF BEGINNING;
THENCE SOUTH 00 DEGREES 00 MINUTES 00 SECONDS WEST, ALONG SAID
LINE, A DISTANCE OF 247.16 FEET;
THENCE SOUTH 01 DEGREEES 08 MINUTES 45 SECONDS EAST, A DISTANCE
OF 71.22 FEET;
THENCE NORTH 76 DEGREES 56 MINUTES 30 SECONDS WEST, A DISTANCE OF
55.30 FEET;
THENCE NORTH 90 DEGREES 00 MINUTES 00 SECONDS WEST, A DISTANCE OF
280.06 FEET;
THENCE NORTH 00 DEGREES 00 MINUTES 00 SECONDS EAST, A DISTANCE OF
225.82 FEET;
THENCE NORTH 08 DEGREES 41 MINUTES 36 SECONDS WEST, A DISTANCE OF
56.14 FEET;
THENCE NORTH 01 DEGREES 58 MINUTES 56 SECONDS WEST, A DISTANCE OF
26.37 FEET;
Page 642
THENCE NORTH 47 DEGREES 41 MINUTES 03 SECONDS WEST, A DISTANCE OF
23.67 FEET TO A POINT ON THE SOUTHERLY RIGHT OF WAY OF SOUTHERN
AVENUE;
THENCE SOUTH 89 DEGREES 22 MINUTES 32 SECONDS EAST, ALONG SAID
LINE, A DISTANCE OF 50.26 FEET;
THENCE NORTH 89 DEGREES 28 MINUTES 43 SECONDS EAST, ALONG SAID
LINE, A DISTANCE OF 289.16 FEET;
THENCE SOUTH 45 DEGREES 15 MINUTES 52 SECONDS EAST, A DISTANCE OF
28.15 FEET TO THE POINT OF BEGINNING.
PARCEL NO. 2:
A NON-EXCULSIVE AND PERPETUAL EASEMENT FOR REASONABLE ACCESS,
INGRESS, AND EGRESS AS CREATED IN DECLARATION OF EASEMENTS,
CONVENANTS, CONDITIONS, AND RESTRICTIONS RECORDED IN RECORDING
NO. 98-0129739 AND RE-RECORDED IN RECORDING NO. 98-0372478, RECORDS
OF MARICOPA COUNTY, ARIZONA
Page 643
Page 644
Attachment B
Staff Report Z-35-20-8
(Sanctuary at South Mountain PUD)
February 3, 2021
South Mountain Village Planning February 9, 2021
Committee Meeting Date
Planning Commission Hearing Date March 4, 2021
Request From: S-1 BAOD (10.02 acres) and C-2 BAOD (7.25
acres)
Request To: PUD BAOD (17.27 acres)
Proposed Use Planned Unit Development to allow residential
(including multifamily) and other permitted uses
in the Mixed Use Agricultural (MUA) Zoning
District
Location Approximately 340 feet west of the southwest
corner of 40th Street and Southern Avenue
Owner John C. Oertle, Jr., Lisa-Kay Oertle-Melancon,
Kent C. Oertle, Beth O. and Jerald A. Hintze
Applicant / Representative Jason Morris, Withey Morris, PLC
Staff Recommendation Approval, subject to stipulations
General Plan Conformity
Current: Mixed Use Agricultural
General Plan Land Use Map Designation Pending (GPA-SM-1-20-8): Mixed Use
Agricultural and Residential 10 to 15
dwelling units per acre
Varies, 33-foot
40th Street Arterial to 40-foot west
half street
Street Map Approximately
Classification 39th Street Local 32.5-foot east
half street
40-foot south
Southern Avenue Arterial
half street
Page 645
Staff Report: Z-35-20-8
February 3, 2021
CONNECT PEOPLE AND PLACES CORE VALUE; OPPORTUNITY SITES; LAND USE
PRINCIPLE: Promote and encourage compatible development and redevelopment
with a mix of housing types in neighborhoods close to employment centers,
commercial areas, and where transit or transportation alternatives exist.
The site is adjacent to commercial development and two arterial streets that provide
alternative transportation options. Uses in the surrounding area consist of residential,
commercial and agricultural uses. The proposed development is consistent in scale and
character with the surrounding uses by incorporating perimeter standards, landscape
buffers and design guidelines that promote an agricultural environment, which will also help
mitigate impacts on adjacent residential properties.
CONNECT PEOPLE AND PLACES CORE VALUE; COMPLETE STREETS; DESIGN
PRINCIPLE: In order to balance a more sustainable transportation system,
development should be designed to include increased amenities for transit,
pedestrian and bicyclists such as shade, water, seating, bus shelters, wider
sidewalks, bike racks, pedestrian scale lighting and way-finding.
The proposal incorporates several pedestrian and bicycle infrastructure features in order to
promote the use of alternative transportation systems. Pedestrian infrastructure includes a
system of lighted and shaded pedestrian pathways that connect to adjacent perimeter
sidewalks and commercial development at the southwest corner of 40th Street and
Southern Avenue. Bicycle infrastructure includes indoor/covered and outdoor/uncovered
bicycle parking, to increase bicycling as a viable means of transportation in the city of
Phoenix. There are two dedicated bicycle lanes presently along 40th Street and Southern
Avenue, immediately adjacent to this development that will help provide recreational
opportunities and connect residents to services in other parts of the South Mountain
Village.
The site is also located at the junction of two bus routes on 40th Street and Southern
Avenue, providing nearby transit opportunities for future residents. The enhanced bicycle
and pedestrian facilities integrated into the site plan and abundance of bus routes in the
area, will encourage a sustainable transportation system.
BUILD THE SUSTAINABLE DESERT CITY CORE VALUE; HEALTHY FOOD SYSTEM;
DESIGN PRINCIPLE: Encourage neighborhood designs that incorporate community
gardens, urban farms and other urban agriculture elements.
The proposed development incorporates standards and elements consistent with the
agrarian character of the surrounding area which includes nurseries, farms, landscaping
companies, and residential uses. This development will promote urban agriculture via a
community garden, tool library and pop-up produce stand amenities, shall the site develop
as multifamily, to improve food security and the health of residents. Plant species found in
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Staff Report: Z-35-20-8
February 3, 2021
the BAMP and MUA Zoning District plant lists which have edible applications may be
utilized in the required landscape areas to further promote food security in the area.
BUILD THE SUSTAINABLE DESERT CITY CORE VALUE; TREES & SHADE; DESIGN
PRINCIPLE: Integrate trees and shade into the design of new development and
redevelopment projects throughout Phoenix.
The proposal includes landscaping standards that address the adjacent streetscape,
perimeter buffers and parking areas. The development will provide 75 percent shade
along adjacent sidewalks and internal pedestrian paths connecting the development to
adjacent streets. This will help to encourage walking and to mitigate the urban heat island
effect by covering hard surfaces, thus cooling the micro-climate around the project vicinity.
Perimeter landscaping and other required landscaped areas will also adhere to the plant
lists referenced in the BAMP and MUA Zoning District to further the character of the area.
Area Plans, Overlay Districts and Initiatives
Baseline Area Master Plan – Adopted in 1997, the Baseline Area Master Plan evaluated
the southeast portion of the South Mountain Village with an aim to promote development
which respects and preserves the lifestyle in the area. See Background Item No 4.
Baseline Area Overlay District – The property is located within the boundaries of the
Baseline Area Overlay District, a regulatory Overlay District which is designed to
encourage and protect the rural, agricultural character of the area while allowing
development in accord with the Baseline Area Master Plan. See Background Item No 5.
Tree and Shade Master Plan – The Tree and Shade Master Plan is a roadmap for
creating a healthier, more livable and prosperous 21st Century desert city. The goal is to
treat the urban forest as infrastructure to ensure that trees are an integral part of the city’s
planning and development process. See Background Item No. 8.
Comprehensive Bicycle Master Plan – The city’s bicycle master plan will set the course
for the next 20 years for development of bicycle facilities. The plan is intended to provide a
framework for decision making to expand and improve bicycle facilities throughout the city.
See Background Item No. 9.
Complete Streets Guiding Principles – The City’s complete streets policy further
advances its goal to create a more sustainable transportation system that is safe and
accessible for everyone. Complete streets provide infrastructure that encourages active
transportation such as walking, bicycling, transportation choices and increased
connectivity. Through this policy, the primary focus of street design will no longer be solely
on the speed and efficiency of automobile travel, but on the safety and comfort of all users.
See Background Item No. 9.
Page 647
Staff Report: Z-35-20-8
February 3, 2021
Zero Waste PHX – The City of Phoenix is committed to its waste diversion efforts and has
set a goal to become a zero-waste city, as part of the city’s overall 2050 Environmental
Sustainability Goals. One of the ways Phoenix can achieve this is to improve and expand
its recycling and other waste diversion programs. See Background Item No. 10.
Housing Phoenix – In June 2020, the Phoenix City Council approved the Housing
Phoenix Plan. This Plan contains policy initiatives for the development and preservation of
housing with a vision of creating a stronger and more vibrant Phoenix through increased
housing options for residents at all income levels and family sizes. See Background Item
No. 11.
Surrounding Land Uses and Zoning
Land Use Zoning
On Site Vacant / Undeveloped S-1 BAOD and C-2 BAOD
Pharmacy C-2 BAOD
North
(including Child Care R-3 SP and C-1 SP
across
Southern Gas Station C-1 and C-1 SP
Avenue)
Vacant / Undeveloped S-1
Single Family Residential
South RE-43
(Heard Ranch community)
Various Commerce Park Industrial Park
East (across Uses
40th Street)
Single Family Residential R1-6
Plant Nursery MUA
West
Radio / Broadcast Building S-1 SP
Background/Issues/Analysis
SUBJECT SITE
1. This request is to rezone an approximately 17.27-acre site located
approximately 340 feet west of the southwest corner of 40th Street and
Southern Avenue from 10.02 acres of S-1 BAOD (Ranch or Farm Residence,
Baseline Area Overlay District) and 7.25 acres of C-2 BAOD (Intermediate
Commercial, Baseline Area Overlay District) to 17.27 acres of PUD BAOD
(Planned Unit Development, Baseline Area Overlay District) to allow residential
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Staff Report: Z-35-20-8
February 3, 2021
(including multifamily) and other permitted uses in the Mixed Use Agricultural
Zoning (MUA) District.
The northern portion of the site is presently zoned C-2 BAOD and would allow
for multifamily uses. The southern portion is zoned S-1 BAOD, which permits
low density residential and other rural uses. Additional information about the
existing zoning is provided Background Item No. 3.
Existing Zoning Aerial Map, Source: City of Phoenix Planning and Development Department
Page 649
Staff Report: Z-35-20-8
February 3, 2021
2. The General Plan Land Use Map
designation for the property is
Mixed Use Agricultural. The
Mixed Use Agricultural land use
category helps to preserve the
character of agricultural areas
while allowing new development
which is consistent with the
traditional design and uses of a
rural and agricultural area. The
proposed PUD contains
permitted uses and development
standards that respect the
character of the area. The
permitted uses include all uses
from the MUA Zoning District, in
addition to multifamily with a
density up to 11.2 dwelling units
per gross acre.
Development standards and
design guidelines in the proposal
that apply to multifamily
development (density higher than Existing General Plan Land Use Map,
two dwelling units per acre), Source: City of Phoenix Planning and Development
incorporate all BAOD and various Department
MUA Zoning District standards
such as height, building and
landscape setbacks; design
guidelines; and signage. If the
site develops with a permitted
use from the MUA Zoning
District, this use would follow the
Zoning Ordinance regulations
from the BAOD and MUA Zoning
Districts.
In order to permit the increased
density proposed, a companion
General Plan Land Use Map
amendment, GPA-SM-1-20-8,
has been filed concurrently with
this request.
Page 650
Staff Report: Z-35-20-8
February 3, 2021
In addition, the Phoenix City Council has approved PUD zoning for residential
uses in areas designed Mixed Use Agricultural on the General Plan Land Use
Map. These PUD cases include: The Arbors (Z-81-15), Navarro Groves (Z-15-
16) and Gardener’s Enclave (Z-50-16). The PUD examples referenced above
limited their uses to single-family detached development, while this proposed
PUD will allow for single-family detached at a density of 2 dwelling units per
acre and multifamily at a density of up to 11.2 dwelling units per gross acre. The
MUA Zoning District allows for residential uses (no specific dwelling type) at a
density of up to two dwelling units per acre.
Because the proposal, through development standards, permitted uses and
design guidelines is reflective of the MUA character envisioned in the General
Plan, the proposal is consistent with the Mixed Use Agricultural land use
designation. Companion minor general plan amendment case GPA-SM-1-20-8
requests approval of a mix of Mixed Use Agricultural and Residential 10 to 15
dwelling units per acre on the site in order to allow the proposed density of 11.2
dwelling units per acre with PUD case Z-35-20-8.
The site is located near the intersection of two arterial streets and will provide
additional housing choices along this transportation corridor that connects to
Interstate 10 to the east and the light rail further to the west, once this is
completed.
North of the site, the General Plan Land Use Map designation is Mixed Use
Agricultural (directly abutting) and Commerce/Business Park across Southern
Avenue. South of the subject site is the Heard Ranch community where
properties are designated as Residential 0 to 1 dwelling units per acre. West of
the property are two large properties designated Mixed Use Agricultural. East of
the subject site, the General Plan Land Use Map has designated properties as
Residential 3.5 to 5 dwelling units per acre and commercial.
HISTORY OF THE SITE
3. In 1924, the site was subdivided as part of the Bartlett Heard Lands subdivision
which created 77 tracts of land spread across several square miles as part of a
survey by Mr. Harry E. Jones. In 1960, the subject site was annexed into the
Ordinance No. G-449 in 1961. Historic aerial imagery dating to 1969 showed an
orchard located on the subject site, which remained partially on site until
approximately 2014.
In 1997, zoning case Z-30-97-3 approved the change of zoning along the
northern portion of the site from S-1 to C-2, subject to several stipulations
pertaining to: site plan conformance, maximum building height, pitched roof
requirements, cluster development, parking lot lighting, covered walkways,
maximum lot coverage, enhanced perimeter and parking landscaping, fencing
and design guidelines from the Baseline Area Master Plan. The General Plan
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Staff Report: Z-35-20-8
February 3, 2021
land use map designation for this property in 1997 was Residential 0 to 2
dwelling units per acre, while the Baseline Area Master Plan changed the land
use map designation on the site to Mixed Use Agricultural.
In 2016, PUD case Z-51-6-8 was filed for the subject site with the intent of
developing commercial, office and retail uses on the site. There was a
concurrent minor General Plan Amendment case GPA-SM-2-17-8 seeking to
change the land use designation from Mixed Use Agricultural to Mixed Use
Agricultural and Commercial was also filed. However, these two cases were
withdrawn in mid-2020.
BASELINE AREA MASTER PLAN
4. The Baseline Area Master Plan (BAMP) addresses the existing conditions of the
plan area, articulates a vision for the future and offers a series of
implementation strategies to achieve the community’s vision for the area. One
of the implementation strategies contained in the plan was the creation of a
mixed use agricultural district with development standards that addressed
agriculturally based land uses and deep setbacks. The PUD development
narrative integrates development standards and design guidelines that embody
the adopted MUA Zoning District within the Phoenix Zoning Ordinance, thereby
providing consistency with portions of the BAMP. The PUD development
narrative primarily adheres to the MUA Zoning District building and landscape
standards along perimeter arterial streets where this development will be most
visible. Other design guidelines from the BAMP have been incorporated to
address perimeter parking standards.
BASELINE AREA OVERLAY DISTRICT
5. The Baseline Area Overlay District (BAOD) contains guidelines that address
building and site design in addition to signage standards applicable to the
subject site. The current rezoning request does not eliminate requirements for
conformance with this overlay district. The standards contained in the
Development Narrative meet or exceed all BAOD standards. For BAOD
standards not directly addressed in the Development Narrative, the BAOD
standard will apply.
PROPOSAL
6. The proposal was developed utilizing the PUD zoning designation, which allows
an applicant to propose uses, development standards, and design guidelines for
a site. The Planned Unit Development (PUD) is intended to create a built
environment that is superior to that produced by conventional zoning districts
and design guidelines. Using a collaborative and comprehensive approach, an
applicant authors and proposes standards and guidelines that are tailored to the
context of a site on a case by case basis. Where the PUD Development
Narrative is silent on a requirement, the applicable Phoenix Zoning Ordinance
provisions will be applied.
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Staff Report: Z-35-20-8
February 3, 2021
7. Below is a summary of the proposed standards for the subject site as described
in the attached PUD Development Narrative date stamped January 22, 2021.
The proposed standards were designed to allow residential (including
multifamily) and all permitted uses from the MUA Zoning District. The proposal
reflects the agricultural character of the surrounding area which includes plant
nurseries, landscaping businesses and large lot residential development.
Development standards and design guidelines in the proposal were designed to
apply to multifamily development (higher than two dwelling units per acre),
incorporating various MUA Zoning District standards. If the site develops with a
permitted use from the MUA Zoning District, this use would follow the Zoning
Ordinance regulations from the BAOD and MUA Zoning Districts. The standards
outlined in the development narrative and applicable to multifamily were
designed to meet or exceed the standards in the Mixed Use Agricultural Zoning
District. Select standards that deviate from the MUA Zoning District are
identified subsequently in this report.
a. Land Use Plan and Permitted Uses
The Development Narrative allows both primary, accessory and temporary uses
on this site. Primary uses are limited to residential (including multifamily) and all
permitted uses from the Mixed Use Agricultural Zoning District, thus enabling
the property to be developed with a wide variety of uses consistent with the
requested Mixed Use Agricultural and Residential 10 to 15 dwelling units per
acre minor general plan amendment under case GPA-SM-1-20-8.
The conceptual site plan provided by the applicant, depicts a multifamily
development that could be developed utilizing the standards within the
Development Narrative. Vehicular access to the subject site is proposed along
39th Street and 40th Street, while the Development Narrative requires
multifamily developments to provide a system of pedestrian pathways
connecting the site internally, to adjacent streets and the pharmacy at the
southwest corner of 40th Street and Southern Avenue.
The Development Narrative requires multifamily developments with a density
higher than two dwelling units per acre to provide two open space areas of no
less than 15,000 square feet visible from the primary entrance along 39th Street
and along the south portion of the site. Perimeter enhancements include deep
building and landscape setbacks, enhanced planting standards and rural
fencing elements referenced in more details subsequently.
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Staff Report: Z-35-20-8
February 3, 2021
Conceptual Site Plan, Source: Synectic Design Inc.
b. Development Standards
The Development Narrative proposes development standards that incorporate
both BAOD and MUA standards. The table and sub-sections below provide a
summary of the development standards found within the PUD applicable to
multifamily development.
The MUA Zoning District allows residential uses with a maximum density of two
dwelling units per acre while the proposed Development Narrative allows
multifamily with a maximum density of 11.2 dwelling units per gross acre in
addition to requiring other standards described below.
Maximum Building Height 2 stories, not to exceed 30 feet
Buildings located within 60 feet from 40th
Street and Southern Avenue shall not
exceed 1 story and 20 feet. Buildings
located within 140 feet of the south
property line shall not exceed 1 story and
20 feet.
Maximum Lot Coverage 35%
Maximum Density 11.2 dwelling units per gross acre
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February 3, 2021
Minimum Building Setbacks
40th Street, Southern Avenue 40 feet
and south property line
West perimeter property line 20 feet
(adjacent to 39th Street)
West perimeter property line 15 feet
(not adjacent to 39th Street) and
interior property lines (adjacent
to existing commercial)
Minimum Open Space 20%
Minimum Landscape
Setbacks
40th Street 35 feet average, minimum 30 feet
permitted for 50% of the frontage
Southern Avenue 35 feet
South perimeter property line 25 feet
West perimeter property line 20 feet
(adjacent to 39th Street)
West perimeter property line 10 feet
(not adjacent to 39th Street) and
interior property line (adjacent to
the existing commercial)
Minimum Parking Lot 10%
Landscaping
Required Parking
Multifamily 1.3 spaces per efficiency unit and 1.5
spaces per 1 or 2 bedroom unit and 2
spaces per 3 or more bedroom unit, 1.0
space per unit of less than 600 square feet
regardless of number of bedrooms.
(Subject to other applicable requirements
per Section 702 of the Zoning Ordinance)
Bicycle 0.25 parking spaces per unit up to 50
spaces maximum
Building Height:
The Development Narrative proposes a maximum height of two stories and 30
feet. This is consistent with residential standards in the MUA Zoning District and
the BAOD which permits a maximum height of two stories not to exceed 30 feet.
The Development Narrative does however exceed these standards by further
limiting building height to one story and 20 feet within 60 feet from 40th Street
and Southern Avenue, and within 140 feet from the south property line. The
proposed building height is consistent with existing zoning standards in the
surrounding area. The Development Narrative also requires that a minimum of
one-third of the dwelling unit buildings in a multiple-family development shall not
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Staff Report: Z-35-20-8
February 3, 2021
exceed one story or 15 feet in height, consistent with a design presumption in
the BAOD.
Conceptual Front Building Elevations, Source: BSB Design
Building Setbacks:
Proposed setbacks include a 40-foot setback along 40th Street, Southern
Avenue and the south property line, which meet or exceed the MUA Zoning
District requirements for a front and rear yard. A 20-foot building setback is
provided along 39th Street, while the MUA Zoning District requires a 30-foot
front yard setback next to local streets. The building setbacks for interior
property lines not adjacent to a street are 15 feet minimum, while the MUA
Zoning District requires a minimum interior side yard setback of 15 feet and 20
feet for a rear yard.
While most building setback standards are consistent with the MUA Zoning
District, the setback along 39th Street and interior property line setbacks were
reduced. However, no residential developments would be impacted as these
property lines are located adjacent to an existing pharmacy and an active plant
nursery across 39th Street. The Baseline Area Overlay District contains no
relevant standards.
Landscaping Standards – Street Perimeter Property Lines:
The Development Narrative proposes landscaping standards for all street
perimeter property lines and parking areas. Proposed landscaping standards
meet or exceed the MUA Zoning District requirements along 40th Street and
Southern Avenue, both arterial streets. The landscape setback along 39th
Street is proposed at 20 feet in width, while the MUA Zoning District requires an
average 25-foot wide, 20-foot minimum for 50 percent of the frontage landscape
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Staff Report: Z-35-20-8
February 3, 2021
setback. Development Narrative indicates that plant material in required
landscape areas shall be limited to the plant lists or equivalents per the MUA
Zoning District and BAMP, to enhance the rural and agricultural character of the
surrounding area.
The tree mix will include 25 percent two-inch, 50 percent three-inch and 25
percent four-inch caliper trees with a minimum five, five-gallon shrubs per tree
to provide a 75-percent live cover along 40th Street. The tree mix will change
along 39th Street and Southern Avenue to include 50 percent two-inch, 25
percent three-inch and 25 percent four-inch caliper trees. A minimum of five
percent of the landscape area will be planted in flowers, applying a design
presumption in the MUA Zoning District. Overall, these standards meet or
exceed the MUA Zoning District planting standards.
Landscape Standards – Interior (Not Adjacent to Street) Property Lines:
The proposal includes a minimum 10-foot landscape setback for perimeter
property lines along the western interior property line not adjacent to 39th Street
and adjacent to the existing Walgreens pharmacy. Along the interior south
property line, the Development Narrative requires a 25-foot wide landscape
setback, exceeding the minimum requirement for 10 feet in the MUA Zoning
District.
The tree mix will include 60 percent two-inch and 40 percent one-inch caliper
trees planted along the western interior property line not adjacent to 39th Street
and along the Walgreens pharmacy. Along the south property line, two rows of
trees at a minimum 50 percent two-inch caliper and 50 percent three-inch
caliper are to be planted, which exceeds the MUA Zoning District requirement
for a single-row of trees at 60 percent two-inch caliper and 40 percent one-inch
caliper in size.
A minimum of five, five-gallon shrubs per tree are to be provided along all
interior landscape setbacks to achieve a 50 percent live cover in addition to five
percent of the landscape area will be planted in flowers. These standards meet
or exceed the MUA Zoning District standards.
Landscape Standards – Parking Lot Areas:
The proposal includes a requirement for 10 percent of the interior surface area
of parking lots to be landscaped with a mix of 60 percent two-inch caliper and
40 percent one-inch caliper trees, plus five, five-gallon shrubs and flower
plantings. In addition, landscape planter standards were incorporated which
meet the MUA Zoning District requirements overall.
Landscape Standards – Adjacent to Building:
The Development Narrative incorporates planting standards for building facades
adjacent to public right-of-way or adjacent to public entries to buildings
(excluding alleys). These standards include exterior wall treatments and
landscaping are consistent with the MUA Zoning District requirements.
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Lot Coverage:
The maximum proposed lot coverage is 35 percent for all structures, while the
MUA Zoning District allows for 35 percent lot coverage exclusive of shade
structures accessory to accessory to a nursery with fabric or plastic film not to
exceed 12 feet in height. This development standard is more restrictive than
the MUA Zoning Standard which allows a lot coverage of 35 percent with
exemptions for shade structures.
Parking:
The Development Narrative proposes vehicular parking at a rate of 1.3 spaces
per efficiency unit and 1.5 spaces per 1 or 2 bedroom unit, 2 spaces per 3 or
more bedroom unit, and 1.0 space per unit of less than 600 square feet
regardless of number of bedrooms. This parking standard is consistent with
standards in the Phoenix Zoning Ordinance.
In addition to vehicular parking, the project includes a standard for bicycle
parking at a rate of 0.25 spaces per dwelling unit up to 50 spaces maximum.
General parking standards, short-term bicycle parking and long-term bicycle
parking standards are outlined in the Development Narrative. Bicycle parking for
non-residential uses is also provided, shall the site develop as a commercial
use permitted in the MUA Zoning District.
Neither the MUA Zoning District nor BAOD currently contain a standard for
bicycle parking, thus these standards provided exceed current requirements.
Fence and Wall:
The Development Narrative will adhere to the fencing standards outlined in the
Zoning Ordinance, where not in conflict with the design guidelines proposed. In
addition, the development will provide ranch rail fencing within the landscape
areas along 40th Street and Southern Avenue to highlight the agrarian history of
the area.
Ranch/split rail fence example, Source: Withey Morris, PLC
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Amenities:
Both indoor and outdoor amenities are proposed as part of the Development
Narrative for residents and visitors of the multifamily development to enjoy. The
list of amenities includes:
• Community clubhouse
• Dog park
• Barbeque grills (2 minimum)
• Shade ramadas (4 minimum)
• Benches (8 minimum)
• A bicycle repair station
• Community garden area (minimum of 1,500 square feet in size)
• Garden tool checkout
• Pop-up produce stand
These amenities will help to promote the use of outdoor spaces within the
development to help residents enjoy sunlight, improve their health by becoming
active and have a communal space to interact with one another. Additionally,
the community garden amenity will help to promote food production for healthy
diets.
Furthermore, voluntary restrictions on the location of game court amenities, if
these are provided, are also incorporated as part of the Development Narrative.
Both the BAOD and MUA zoning districts do not address residential amenities.
However, the proposed list of amenities exceeds the number which would be
required for an equivalent multifamily development per the Zoning Ordinance.
Open Space:
Both active and passive open space standards are proposed to be developed in
central locations of the multifamily development for a minimum of 20 percent of
the gross site area. These standards include an open space area of no less
than 15,000 square feet in size to be visible from the main entrance along 39th
Street and contain a pedestrian seating node, turf area of no less than 10,000
square feet in size and a garden amenity. A second open space area of no less
than 15,000 square feet in size is to be provided along the south property line
and contain benches and a garden amenity.
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Conceptual Site Plan with Planning and Development annotations,
Source: Synectic Design
Furthermore, these open space areas are to be no less than 25 feet in width or
less than 300 square feet in area, and provide a 50 percent live vegetative
cover. Both the BAOD and MUA Zoning Districts do not address open space
standards for residential developments. However, the proposed standards
exeed applicable standards for an equivalent multifamily development per the
Zoning Ordinance.
Shade:
The Development Narrative outlines shade requirements which would require
parking areas, open space, amenity, seating, and other spaces available to
residents to contain a minimum of 50 percent shade. Internal pedestrian
thoroughfares and adjacent public sidewalks are required to provide a minimum
of 75 percent shade via trees, landscaping and/or architectural shade.
These elements will promote thermal comfort and encourage residents to utilize
alternative transportation options, in addition to cooling the micro-climate to help
mitigate the urban heat island effect. Both the BAOD and MUA zoning districts
do not address shade standards. However, the proposed standards exceed
applicable standards for an equivalent multifamily development per the Zoning
Ordinance.
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Pedestrian Paths (Internal):
Internal pedestrian paths are required to be ADA compliant, illuminated via
pedestrian scale lighting, constructed of decorative pavement where vehicular
crossings exist and provide connections via the most direct route to and
between:
• All residential units
• Amenity buildings, active open space areas and parking
• Sidewalk along Southern Avenue (minimum of one connection)
• Sidewalk along 39th Street (minimum of one connection)
• Sidewalk along 40th Street (minimum of two connections)
• Walgreens pharmacy
Furthermore, a decorative pedestrian path shall be provided along the south
property line and decorative open view fencing shall be provided along
pedestrian entrances or exits adjacent to perimeter sidewalks and the adjacent
commercial development, if the development is gated. These elements will
encourage residents to walk by providing a safe, inviting and convenient system
of paths to encourage the utilization of alternative transportation modes.
The MUA zoning districts do not address pathway standards. However, the
proposed standards exceed applicable standards for an equivalent multifamily
development per the Zoning Ordinance.
Entry Features and Entryways:
The Development Narrative contains standards that require decorative view
fencing along pedestrian pathways if the development is fenced. Other
enhancements for entryways include detached pedestrian paths with
landscaping, decorative driveway surface material and traffic calming measures
along points of ingress and egress.
The MUA Zoning District does not address entryway standards. However, the
proposed standards exceed applicable standards for an equivalent multifamily
development per the Zoning Ordinance. Design guidelines for entry features
within the BAOD are reflected in the subsection below.
Detached Sidewalks:
Sidewalks along all public streets shall be a minimum of five feet wide, detached
and developed to the following standards:
• A continuous landscape strip of five feet shall be provided along 39th
Street
• A continuous landscape strip per the most recent Street Classification
Map shall be provided along 40th Street and Southern Avenue
• Three-inch caliper trees planted 25 feet on center or equivalent
groupings and limbed a minimum of 10 feet from finished grade
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• Five, five-gallon shrubs per tree with a maximum mature height of 24
inches providing 75 percent live cover
Furthermore, the plantings provided within right-of-way landscape areas shall
be per the MUA and BAMP list of approved plants or their equivalents. The
MUA Zoning District do not address detached sidewalk standards and the
BAOD only addresses detached sidewalks adjacent to Baseline Road and
internal to single-family residential subdivision. The proposed standards exceed
applicable standards for an equivalent multifamily development per the Zoning
Ordinance.
Lighting:
The Development Narrative also identifies lighting standards for multifamily
developments will conform to the lighting standards per the MUA Zoning District
and will follow other lighting standards outlined in the Zoning Ordinance and
City Code.
c. Design Guidelines
The design guidelines enumerated in the Development Narrative are applicable
to multifamily developments with a density greater than two dwelling units per
acre. These design guidelines conform to the BAOD and select design
guidelines per the MUA Zoning District within the Phoenix Zoning Ordinance.
Other Zoning Ordinance design guidelines such as 507 Tab A. are also
applicable to this development, although not specifically enumerated.
Multifamily Residential (General):
The Development Narrative contains design guidelines applicable to multifamily
development which are outlined in the BAOD as design presumptions. These
include:
• Distribution of parking areas throughout the development;
• Clustering of multifamily buildings around common open space;
• A minimum of one-third of the dwelling units shall not exceed one story or
15 feet in height.
Other design guidelines include requiring 50 percent of residential units to
provide covered porches along the primary building entry. This design guideline
is found in the BAOD and applicable to single-family development to increase
the number of eyes focused on the street and improve safety. The same
concept is being adopted in this Development Narrative with the intent to
improve the safety of the multifamily community. Similarly, residential units
facing away from 39th Street shall provide covered back patios oriented towards
39th Street. Stipulation No. 1.j and 1.l clarifies the intent of this design guideline
and the design guideline referencing pedestrian gates.
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Building Material:
A variety of building materials are required to be incorporated into residential
buildings, including:
• Stucco (not to exceed 70 percent of exterior walls)
• Stone and stone veneer
• Decorative wood braces, wood brackets and columns
• Wood siding
• Flat concrete tile roofing
• Board and batten
These materials are consistent with materials referenced in the MUA Zoning
District as applicable to commercial buildings. However, since these materials
are endemic of the rural and agrarian character of the area, these have been
incorporated into the design guidelines for multifamily development to support
this vision for the area.
Roofs:
The Development Narrative adopts the design guidelines referenced in the MUA
Zoning District, thus must adhere to these design elements. These roof design
elements include prohibition of barrel tile roofs, required pitched roof elements,
and overhanging wooden eaves, exposed rafters and shutters.
Fences and Walls:
The Design Guidelines contain fencing and wall standards consistent with the
BAOD, including:
• Open fencing (wrought iron, split rail or farm fencing) shall be used for
perimeter walls;
• Vines or shrubs shall be provided and maintained on the exterior of all
solid perimeter fencing.
Other fencing and wall standards consistent with the MUA Zoning District which
have been incorporated include:
• Solid fences and walls shall be prohibited on the perimeter of a lot or
development;
• Fence and wall material along the front yard shall be limited to wrought
iron, split rail, corral fencing, or a combination of three feet of solid
masonry topped by open fencing;
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Other design guidelines voluntarily incorporated include:
• Rural style fencing and/or view fencing are to be encouraged internally
within the development.
• Decorative pedestrian gates along the back patios of units adjacent to
39th Street, allowing for a direct connection to the street.
The fencing and wall guidelines contained in the Development Narrative are
consistent with the design guidelines found in the BOAD and MUA zoning
districts.
Building Orientation and Massing:
The proposal includes a requirement for integration of the building orientation
and massing presumptions in the MUA Zoning District for new buildings. This
standard will ensure the incorporation of varied architectural treatments and
street-oriented design in new buildings to ensure consistency with the rural
character of the area. An additional design element requires that residential
units not directly facing 39th Street, shall contain a back patio that is oriented
towards 39th Street to reinforce community orientation along the main entrance
to the development. Stipulation No. 1.l seeks to clarify this design guideline
pertaining to the orientation of back patios along 39th Street.
Parking:
The Development Narrative states that parking guidelines for multifamily
development in BAOD will be adhered to. In terms of the MUA Zoning District,
the following guidelines are proposed to be followed:
• No parking or maneuvering areas shall be permitted in the perimeter
setbacks;
• No single surface parking area shall exceed 50 spaces unless divided
into two or more sub-areas;
The Development Narrative modified an MUA design guideline which requires
parking areas to be placed behind a building or along the non-street side of a
building, to apply only along 39th Street and Southern Avenue. In order to help
screen the parking area along the 40th Street perimeter, a design guideline
referenced in the BAMP, was incorporated to require a landscape berm a
minimum of 4 feet in height
Although agricultural developments have traditionally used a form of
decomposed granite rather than asphalt to dustproof parking areas, this type of
paving material is not proposed in the Development Narrative to apply to
multifamily developments. Alternative dust proofing is however an option,
subject to the review and approval of the Zoning Administrator.
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Entry Features:
The proposal incorporates design elements applicable to residential
development entry features as part of the BAOD design guidelines. Both design
elements pertain to landscaping requirements within entryways.
Windows:
The Development Narrative incorporates design elements pertaining to windows
which are referenced in the MUA Zoning District. These design elements pertain
to ground floor elevations incorporating windows and doors where facing right-
of-way, window visible transmittance rating, and the use of decorative window
shutters on a minimum of 50 percent of building elevation facades.
Lighting:
The proposal adopts the lighting design presumption per the MUA Zoning
District which limits requires low level and uniform lighting dispersed through the
site with a lumen rating of 3,000 or less. A voluntary design guideline that was
adopted requires the use of decorative light fixtures along building facades and
where visible from common areas and the perimeter of the site.
Other Design Elements:
The Development Narrative incorporates a voluntary design element which
requires HVAC (heating, ventilation and air conditioning) units to be ground-
mounted. This is a design element that is not described in the BAOD or MUA
zoning districts.
d. Signage Standards
The Development Narrative proposes conformance with the sign standards in
Sections 649 (MUA), 651 (BAOD), and 705 (Signs) of the Phoenix Zoning
Ordinance for multifamily developments with a density greater than two dwelling
units per acre. Compliance with the MUA and BAOD signage standards will
support consistency with the unique rural and agrarian heritage of the
surrounding area.
e. Sustainability
The Development Narrative proposes several city-enforced sustainability
features. These include encouraging the use of drought-tolerant plant materials,
shading standards, drip irrigation systems to conserve water and recycling
collection.
Several developer/owner enforced standards were incorporated which include
encouraging the use of grey water systems to irrigate plants, use of solar
panels, alternative paving materials, utilize full-cut off light fixtures, promote the
harvesting of edible plants, provide a tool library checkout and maintain outdoor
furnishings.
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PLANS AND INITIATIVES
8. Tree and Shade Master Plan
The Tree and Shade Master Plan has a goal of treating the urban forest as
infrastructure to ensure that trees are an integral part of the city’s planning and
development process. The proposal includes enhanced landscape areas along
40th Street and Southern Avenue, in addition to robust shading requirements for
internal paths and public sidewalks. Similarly, new landscape areas will be
provided in the parking area and perimeter property lines. Trees in these areas
will help to reduce the urban heat island effect and will provide thermal comfort
for residents and guests.
9. Comprehensive Bicycle Master Plan and the Complete Streets Guiding
Principles
In 2014, the Phoenix City Council adopted the Complete Streets Guiding
Principles. The principles are intended to promote improvements that provide an
accessible, safe, connected transportation system to include all modes, such as
bicycles, pedestrians, transit, and vehicles. Similarly, the Comprehensive
Bicycle Master Plan promotes bicycle infrastructure throughout the city.
The Development Narrative incorporates a system of pedestrian paths
throughout the development to encourage walking, while the inclusion of short-
term and long-term bicycle parking standards, in addition to a bike repair
station, will encourage bicycling for residents and guests helps to further both
these policies.
10. Zero Waste PHX
The City of Phoenix is committed to its waste diversion efforts and has set a
goal to become a zero-waste city, as part of the city’s overall 2050
Environmental Sustainability Goals. One of the ways Phoenix can achieve this
is to improve and expand its recycling and other waste diversion programs.
Section 716 of the Phoenix Zoning Ordinance establishes standards to
encourage the provision of recycling containers for multifamily, commercial and
mixed-use developments meeting certain criteria. The PUD encourages the use
of recycling collection, while the application materials identify the utilization of a
separate container for recycling.
11. Housing Phoenix
In June 2020, the Phoenix City Council approved the Housing Phoenix Plan.
This Plan contains policy initiatives for the development and preservation of
housing with a vision of creating a stronger and more vibrant Phoenix through
increased housing options for residents at all income levels and family sizes.
Phoenix’s rapid population growth and housing underproduction has led to a
need for over 163,000 new housing units. Current shortages of housing supply
relative to demand are a primary reason why housing costs are increasing.
The proposed development supports the Plan’s goal of preserving or creating
50,000 housing units by 2030 by contributing to a variety housing types that will
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address the supply shortage at a more rapid pace while using vacant land in a
more sustainable fashion.
If the requested PUD BAOD zoning is approved for the subject site, it would
allow up to 193 multifamily dwelling units to be developed on this site.
STIPULATED REVISIONS FOR THE PUD HEARING DRAFT
12. Stipulations not otherwise addressed in the staff report were formulated to
address formatting and technical corrections to text within the Sanctuary at
South Mountain PUD hearing draft dated January 22, 2021. Changes to the text
include rewording to provide clarification regarding the development proposal.
Stipulation No. 1 must be completed within 30 days of City Council final
approval of the request.
COMMUNITY INPUT SUMMARY
13. At the time this staff report was written, staff received 36 letters of opposition or
concern to the proposal, in addition to ten letters in support and petitions
containing signatures in support for case Z-35-20-8 and concurrent case
GPA-SM-1-20-8. The letters of concern referenced the proposed land uses,
residential density, increased traffic, proposed character, safety concerns for
bicyclists, among other elements as reasons for the opposition to the request.
Other letters from the community, applicant and property owner corresponding
to this case have been included for reference.
The proposed standards in the PUD will enhance perimeter screening, provide
deep setbacks along most street perimeters, limit the placement of two story
buildings towards the center of the site, and incorporate design guidelines to
promote the rural or agrarian character of the area to help address some of the
these concerns. In terms of land uses, a portion of the existing site has
commercial zoning which allows for multifamily development contingent on
undergoing a Planning Hearing Officer process to modify existing stipulations of
entitlement. Furthermore, multifamily development exists in the area northeast
of the site, and existing zoning is present in the area along Southern Avenue
which could allow for multifamily uses.
Phoenix Union High School District has indicated that the school district has
adequate school facilities to accommodate the projected number of additional
students generated by the proposed rezoning within the school district’s
attendance area.
INTERDEPARTMENTAL COMMENTS
14. The Phoenix Fire Department has noted that they do not anticipate any
problems with this case and that the site and/or buildings shall comply with the
Phoenix Fire Code. Additionally, the water supply for the referenced case is
unknown at the time but is required to meet the Phoenix Fire Code.
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15. The City of Phoenix Floodplain Management division of the Public Works
Department has determined that this parcel is not in a Special Flood Hazard
Area (SFHA), but is located in a Shaded Zone X, on panel 2240 M of the Flood
Insurance Rate Maps (FIRM) dated February 10, 2017.
16. The Water Services Department indicated that the subject site is surrounded
with existing water and sewer mains that can potentially serve the development.
Additionally, capacity is a dynamic condition that can change over time due to a
variety of factors. It is the city’s intent to provide water and sewer service,
however the requirements and assurances for water and sewer service are
determined during the site plan application review.
17. The Street Transportation Department has requested a complete streets section
to be incorporated into the Development Narrative which explains how the PUD
standards improve convenience and comfort, connectivity, sustainability and
green infrastructure, among other elements. The current Development Narrative
has incorporated a Complete Street section addressing these comments.
Furthermore, the Street Transportation Department has requested that a traffic
impact study/statement be submitted for review prior to preliminary plan
approval. Additionally, that a 1-foot vehicular non-access easement (VNAE) be
dedicated along Southern Avenue in addition to constructing all adjacent street
improvements to meet ADA standards. These requests can be found in
Stipulation Nos. 2, 3 and 4.
18. The Public Transit Department requested that that developer provide clearly
defined, accessible pathways constructed of decorative pavers, stamped or
colored concrete, or other pavement treatments that visually contrast with the
adjacent parking and drive aisles surfaces. Also, that a connection between all
building entrances and exits, community amenities, and all public sidewalks
utilizing the minimum possible distance and providing the most direct route be
provided. Furthermore, that pedestrian access be provided at the southeast and
northwest corners of the site fronting 40th Street, and on the north portion of the
site to Southern Avenue. Lastly, trees shall be placed to provide 75 percent
shade coverage on all pedestrian paths and sidewalks at full maturity.
The Development Narrative contains standards that address pedestrian
connectivity and shade for multifamily developments.
19. The Pedestrian Safety Coordinator with the Street Transportation Department
requests the following:
• Site entrances be pedestrian scale,
• ADA compliant pedestrian access to and from the site,
• Attractive plus inviting pedestrian access to the site separated from
vehicular traffic,
• Maintaining pedestrian access to the existing Walgreens pharmacy,
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• Shaded detached sidewalks,
• Appropriate street lighting,
• Installing traffic calming devices along driveways,
• Providing outdoor furnishings in open space areas, and
• View fencing
The Development Narrative addresses site access, pedestrian connections,
entre features, shaded, detached sidewalks, traffic calming, outdoor furnishings
and view fencing standards.
OTHER
20. The subject site is within close proximity to land which is zoned MUA, which
allows for agricultural uses, thus potentially leading to dust, odors or other
impacts to future residential developments of the site. Stipulation No. 5 would
require the disclosure to purchasers of property and tenants within the
development, the existence and operational characteristics of agricultural uses
in the area.
21. The Aviation Department requires that the property owner record a Notice to
Prospective Purchasers of Proximity to Airport in order to disclose the
existence, and operational characteristics of City of Phoenix Sky Harbor
International Airport (PHX) to future owners or tenants of the property.
Furthermore, that an avigation easement is dedicated to the City of Phoenix as
this property is within the PHX International Airport traffic pattern airspace and
seeking noise sensitive land use. These are addressed in Stipulation Nos. 6 and
7.
22. The subject site is not located in an area identified as being archaeologically
sensitive. In the event archaeological materials are encountered during
construction, all ground disturbing activities must cease within a 33-foot radius
of the discovery and the City of Phoenix Archaeology Office must be notified
immediately and allowed time to properly assess the materials. This is
addressed in Stipulation No. 8.
23. The Office of Environmental Programs provided comments on concurrent
General Plan Amendment case, GPA-SM-1-20-8, with concern regarding the
reduction in Mixed Use Agricultural land use designations.
The Development Narrative addresses this by incorporating the inclusion of
Mixed Use Agricultural uses, a community garden amenity, pop-up produce
stand, and a tool library will be available for residents to promote urban
gardening and food production within the community. In addition, plant species
found in the BAMP and MUA Zoning District plant lists which have edible
applications may be utilized in the required landscape areas per the
Development Narrative to further promote food security in the area.
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24. The developer shall provide a hydraulic/hydrologic analysis of offsite storm
water flows, when present, at the time of preliminary site plan submittal for
verification of required infrastructure in regard to lot space and density.
25. Development and use of the site is subject to all applicable codes and
ordinances. Other formal actions such as, but not limited to, zoning adjustments
and abandonments, may be required.
Findings
1. The proposal is consistent with the proposed General Plan Land Use Map
designation as well as the surrounding land uses and land use map
designations.
2. The proposal includes enhanced development standards and design guidelines
that often exceed MUA, BAOD and traditional residential standards that will
promote the rural and agricultural nature of the surrounding area.
3. The proposal will allow for additional residential development that is
appropriately located at the intersection of two arterial streets that offer
alternative transportation options connecting to the Interstate 10 freeway and
future light rail corridor further to the west. The proposal provides a transition
from existing commercial uses to single-family residential to the south.
Stipulations
1. An updated Development Narrative for the Sanctuary at South Mountain PUD
reflecting the changes approved through this request shall be submitted to the
Planning and Development Department within 30 days of City Council approval
of this request. The updated Development Narrative shall be consistent with the
Development Narrative date stamped January 22, 2021, as modified by the
following stipulations:
a. Front Cover: Revise the submittal date information to add the City Council
adoption date.
b. Page 9, 1. Development Standards Table, Minimum Building Setbacks,
add letter “s” at the end of “Interior Property Line…” in reference to interior
property lines adjacent to the existing Walgreens.
c. Page 10, under Open Space, add “…of gross site acreage.” at the end of
the first sentence.
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d. Page 12, Plant Lists, change the bold subheading “Plant Lists” from the
right-hand side of the table to the center-top above the reference to plant
materials. Also add the word “Zoning” after “Mixed Use Agricultural…”.
e. Page 14, 5. Amenities, shift “b. Outdoor Amenities:” to the following page.
f. Page 15, 6. Open Space, align the formatting of the text in the second
paragraph.
g. Page 16, 7. Shade, edit the last sentence to the following: “c. Shade
requirements shall be calculated on a Summer Solstice at 12:00 noon.”
h. Page 17, second paragraph, revise the second sentence to state “c.
Connections shall be provided from and between the following elements
via the most direct route using pathways a minimum of 4 feet in width:”
and revise the alignment at the bottom of the page starting with “d. Traffic
calming…”.
i. Page 19, E. Design Guidelines, change subheading from “1. Multifamily
Residential” to “1. General Standards”.
j. Page 19, E. Design Guidelines, under 1. Multifamily Residential, change
to: “e. All of the residential units adjacent to 39th Street shall contain
covered back patios at a minimum of 200 square feet in area at a depth of
at least six feet, if the front of residential units is not oriented towards 39th
Street.”
k. Page 19, E. Design Guidelines, under 1. Multifamily Residential, remove
sentence starting with “f. A minimum of two pedestrian gates…”
l. Page 21, 5. Building Orientation and Massing, revise the second sentence
to “b. Residential units adjacent to 39th Street which are not fronting onto
39th Street, shall incorporate back patios oriented towards 39th Street to
reinforce community orientation and place eyes on this street.”
m. Page 22, 10. Other Design Elements, please align the subheading.
n. Page 25, H. Complete Streets, change the word “ROW” to “right-of-way”.
o. Page 26, I. Infrastructure, 1. Circulation, lower case the word “Pedestrian”.
p. Page 27, J. Comparative Zoning Table, update the Proposed PUD
standards to match with the rest of the PUD document.
2. The applicant shall submit a Traffic Impact Study/Statement to the City for this
development. No preliminary approval of plans shall be granted until the study is
reviewed and approved by the City. Contact the Street Transportation
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Department, to set up a meeting to discuss the requirements of the
statement/study. Upon completion of the TIS the developer shall submit the
completed TIS to the Planning and Development Department counter with
instruction to forward the study to the Street Transportation Department, Design
Section.
3. The developer shall dedicate a one-foot Vehicular Non-Access Easement
(VNAE) along Southern Avenue, as approved by the Planning and Development
Department.
4. 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.
5. Prior to final site plan approval, the property owner shall record documents that
disclose to purchasers of property and tenants within the development the
existence and operational characteristics of agricultural uses. The form and
content of such documents shall be reviewed and approved by the City
Attorney.
6. The property owner shall record a Notice to Prospective Purchasers of
Proximity to Airport in order to disclose the existence, and operational
characteristics of City of Phoenix Sky Harbor International Airport (PHX) 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.
7. The developer shall grant and record an aviation easement to the City of
Phoenix for the site, per the content and form prescribed by the City Attorney
prior to final site plan approval.
8. 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.
Writer
Enrique Bojórquez-Gaxiola
Team Leader
Samantha Keating
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Exhibits
Sketch Map
Aerial Map
Community Correspondence (307 pages)
Sanctuary at South Mountain PUD Development Narrative date stamped January 22,
Page 673
R-3
R1-8
CP/GCP * R-3 * R1-8
Z-11-90 S-1 CP/BP *
Z-94-94 Z-SP-13-75 *
Z-21-18
C-1 *
R1-6
C-1 * Z-54-80
Z-SP-13-75
SOUTHERN AVE
41ST ST
SOUTHERN AVE FRN
C-1
38TH ST
C-1
S-1 C-2 40TH ST
Z-30-97
MUA* IND.PK. *
Z-14-01
C/Z-159-81 PLEASANT LN
NANCY LN
Baseline Area Plan
and Overlay District
S-1 * 40TH PL
BURGESS LN
Z-SP-1-64
R1-6
S-1 ALTA VISTA RD
RE-43 PL 41ST PL
39TH
S-1
ST CATHERINE AVE ST ANNE AVE
7TH AVE
I
Miles 27TH AVE 19TH AVE
CENTRAL AVE 7TH ST 16TH ST 24TH ST
32ND ST
40TH ST
48TH ST
I-10
0.065 0.0325 0 0.065 BROADWAY RD
SOUTH MOUNTAIN VILLAGE SOUTHERN AVE
CITY COUNCIL DISTRICT: 8 BASELINE RD
DOBBINS RD
Z-35-20
APPLICANT'S NAME: REQUESTED CHANGE:
Withey Morris, PLC / Jason Morris
FROM:
C-2 BAOD ( 7.25 a.c.)
APPLICATION NO. 7/14/2020
S-1 BAOD ( 10.02 a.c.)
DATE:
Z-35-20 REVISION DATES:
GROSS AREA INCLUDING 1/2 STREET
AND ALLEY DEDICATION IS APPROX.
AERIAL PHOTO & ZONING MAP
QUARTER SEC. NO.
17.27 Acres QS 2-36 D-10 TO: PUD BAOD ( 17.27 a.c.)
MULTIPLES PERMITTED CONVENTIONAL OPTION * UNITS P.R.D. OPTION
C-2 BAOD, S-1 BAOD 105, 10 126, N/A
PUD BAOD 193 N/A
* Maximum Units Allowed with P.R.D. Bonus
Page 674
Document Path: S:\Department Share\Information Systems\PL GIS\IS_Team\Core_Functions\Zoning\sketch_maps\2020\Z-35-20.mxd
R-3
R1-8
CP/GCP * R-3 * R1-8
Z-11-90 S-1 CP/BP *
Z-94-94 Z-SP-13-75 *
Z-21-18
C-1 *
R1-6
C-1 * Z-54-80
Z-SP-13-75
SOUTHERN AVE
41ST ST
SOUTHERN AVE FRN
C-1
38TH ST
C-1
S-1 C-2 40TH ST
Z-30-97
MUA* IND.PK. *
Z-14-01
C/Z-159-81 PLEASANT LN
NANCY LN
Baseline Area Plan
and Overlay District
S-1 * 40TH PL
BURGESS LN
Z-SP-1-64
R1-6
S-1 ALTA VISTA RD
RE-43 PL 41ST PL
39TH
S-1
ST CATHERINE AVE ST ANNE AVE
Maricopa County Assessor's Office
7TH AVE
I
Miles 27TH AVE 19TH AVE
CENTRAL AVE 7TH ST 16TH ST 24TH ST
32ND ST
40TH ST
48TH ST
I-10
0.065 0.0325 0 0.065 BROADWAY RD
SOUTH MOUNTAIN VILLAGE SOUTHERN AVE
CITY COUNCIL DISTRICT: 8 BASELINE RD
DOBBINS RD
Z-35-20
APPLICANT'S NAME: REQUESTED CHANGE:
Withey Morris, PLC / Jason Morris
FROM:
C-2 BAOD ( 7.25 a.c.)
APPLICATION NO. 7/14/2020
S-1 BAOD ( 10.02 a.c.)
DATE:
Z-35-20 REVISION DATES:
GROSS AREA INCLUDING 1/2 STREET
AND ALLEY DEDICATION IS APPROX.
AERIAL PHOTO & ZONING MAP
QUARTER SEC. NO.
17.27 Acres QS 2-36 D-10 TO: PUD BAOD ( 17.27 a.c.)
MULTIPLES PERMITTED CONVENTIONAL OPTION * UNITS P.R.D. OPTION
C-2 BAOD, S-1 BAOD 105, 10 126, N/A
PUD BAOD 193 N/A
* Maximum Units Allowed with P.R.D. Bonus
Page 675
Document Path: S:\Department Share\Information Systems\PL GIS\IS_Team\Core_Functions\Zoning\sketch_maps\2020\Z-35-20.mxd
From: Somos BuildBam
To: PDD South Mountain VPC
Cc: Somos BuildBam
Subject: Fwd: Community Response for South Mountain Village Planning (Z-35-20-8 & GPA-SM-1-20-8.)
Date: Wednesday, January 27, 2021 11:04:31 AM
Attachments: 40th St & Southern Ave_2021.01.18.pdf
Hi South Mountain Village Planning Committee,
Enrique asked that I share the attached with you directly.
It is a presentation on the proposal at 40th St and Southern Ave from the resident collective
somosbuildbam.org [somosbuildbam.org] that we shared with him on Jan 18, 2021 - in
anticipation of the the planning department providing feedback to the Applicant.
This presentation showcases the deficiencies of the proposal relative to the General Plan and
contends that the negative impact this precedent would set for the entire Baseline Area cannot
be mitigated without significantly onerous stipulations.
Therefore, we continue to ask that this proposal be rejected in its entirety.
Additionally, the Applicant continues to refuse to work with the neighbors.
Dec 4, 2020, Councilmember Garcia committed to set up a meeting between the
Neighbors, the Applicant, and the Councilmember
Jan 15, 2021, Councilmember Garcia's office scheduled said meeting for Jan 26, 2021.
All parties confirmed attendance.
Jan 19, 2021, the Applicant canceled their participation in the meeting.
Jan 22, 2021, the Applicant submitted their Hearing Draft
Jan 26, 2021, the Neighbors met with Councilmember Garcia despite the Applicant
being absent.
During the most recent meeting with the Councilmember, the following statement was met
with general consensus: "The Pandemic is being exploited by big money to develop
inappropriate projects in now faceless, bodiless, and voiceless neighborhoods."
We respectfully ask you to consider the above and attached as you review this proposal in
anticipation of the hearing on Feb 9, 2021.
Respectfully submitted,
Trent Marchuk
somosbuildbam.org [somosbuildbam.org]
---------- Forwarded message ---------
From: Trent Marchuk
Date: Mon, Jan 18, 2021 at 10:30 PM
Subject: Community Response for South Mountain Village Planning (Z-35-20-8 & GPA-SM-
1-20-8.)
To: Enrique Bojorquez
Cc: Somos BuildBam
Page 676
January 18, 2021
RE: Z-35-20-8 & GPA-SM-1-20-8
Hi Enrique,
Hope this note finds you well.
Please add the following to the case file to the above referenced.
Attached is a presentation on the proposal at 40th St and Southern Ave from the resident
collective somosbuildbam.org [somosbuildbam.org].
At your request, we are forwarding our response to the proposal. In the spirit of sound
planning, we hope you find it helpful.
If you have any questions, please call,
Trent Marchuk
602.499.9594
somosbuildbam.org [somosbuildbam.org]
Page 677
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Page 679
Page 680
Page 681
Page 682
Page 683
Page 684
Page 685
Page 686
Page 687
Page 688
Hello, my name is Fabiola Marquez.
Thank you for the opportunity to speak on the proposed development at the southwest corner of
40th St and Southern Ave. My husband and I own a small business that is located just north of
the I-10 off of 40th St. We have owned the business for 20 years. On May of 2019 we bought a
home that had been sitting vacant for years on the corner of 40th St and St Catherine. Our
home sits just south of this proposed development - within 600 feet. We have six children and
two grandchildren. We are pro-development, as evidenced by all of the improvements we have
done to the house and the land in the time we have lived here.
My husband and I made significant, at least to us, investments in South Phoenix. We did so
trusting in the city’s stated vision within the Phoenix General Plan, the Baseline Area Master
Plan, the Baseline Area Overlay District, and the Mixed Use Agriculture District. We love South
Phoenix. We want to grow and prosper with this part of the city because of its unique heritage.
Our family and community have many concerns regarding the proposed development. The
intersection at 40th St and Southern is already very dangerous. We can recount many stories
of traffic accidents and crime. However, to really understand the dangers this project presents -
and the required proactive mitigations - we need time to understand exactly what adding 450
more people to just 15.74 acres will do to our community and its infrastructure.
In conclusion, we are pro-development. Let’s ensure we are doing so in a manner consistent
with the city’s wonderful vision. Our family and neighbors have many concerns regarding the
general safety and health of the neighborhood and the impact to our significant investments - at
least to our humble and hardworking family - in South Phoenix. We request more time to work
together on this proposal to resolve the unresolved neighborhood concerns. Therefore, I
strongly request a second meeting to address these concerns.
Page 689
From: Sandy Bawden
To: hannah@witheymorris.com; Enrique A Bojorquez-Gaxiola
Subject: Case Nos. Z-35-20-8 and GPA-SM-1-20-8 40th St & Southern
Date: Thursday, July 16, 2020 5:24:46 PM
Hello,
My name is Sandy Bawden. My husband and I and our children are all Phoenix
natives. We moved to the Bartlett-Heard Estates in 1987. Our sons were eight
and fourteen at the time.
We moved to the area specifically because we wanted open space where our
sons could safely play and explore. We also had other family in the area. We
knew it was changing and developing and we wanted to be a part of that.
When we moved here, there was a large cotton field across the street and to
the west with citrus groves and the beautiful Baseline Flower Gardens to the
south.
We wanted to be a part of the change and development and to that end we
have tried to stay involved with changes over the years. As a result of our
community working together with our City council representatives and the
developers we now have the Raven Golf Course.
The development that has been submitted to our neighborhood in this case is
not what we want to see. We do not want nor need more apartments in
this area. However, we know that working together we can have a positive
outcome that fits our community desires and the desires of the owners.
Respectfully
Sandy Bawden
Page 690
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Page 692
Page 693
From: Beth
To: Enrique A Bojorquez-Gaxiola
Subject: Development 40th st & Southern
Date: Wednesday, July 15, 2020 2:54:32 PM
I am reaching out to you to express my concern
over the proposed multipurpose residential units
that are being considered for the SW corner of 40th St & Southern
We have lived in the Heard Barrlett neighborhood for 37 years and enjoy the rare rural lifestyle so many crave. We
need to hang in to this beautiful part of the South Mountain history.
Businesses such as The Farm are the ones we need to promote.
Our roads can not handle the traffic pouring out onto 40th & Southern. That intersection is already very unsafe and
has has multiple accidents This would add unwanted traffic to our neighborhood on the roads as well as private
bridle trails
Please help us keep the integrity and History of our Beautiful neighborhood once it’s gone we won’t be able to get it
back
In closing we are against this project
Beth Holmes & Bill Ramsey
Sent from my iPhone
Page 694
From: BILL GLOVER
To: Enrique A Bojorquez-Gaxiola
Subject: 40th & Southern
Date: Wednesday, July 15, 2020 4:50:36 PM
This project is a killer for our quiet neighborhood. Maybe if it was ¼ the amount of homes it would work. Please do
not allow this awful design in our village. Thanks for listening.
Sent from my iPhone
Bill Glover
Page 695
From: Blake PETERSON
To: Enrique A Bojorquez-Gaxiola
Subject: 40th Street and Southern development
Date: Thursday, July 16, 2020 6:57:02 AM
Hi Enrique, I wanted to comment on the proposed development at 40th street and southern. I
am opposed to this development because of the density of the project and it does not fit into
the multi use agriculture map overlay for the area. There was much time and resources
devoted to making the map overlay for the area......let's stick to the plan that was developed.
My neighborhood heard ranch is one acre or greater parcels and a development that will have
20 units per acre is not consistent or desirable for this area. Thank You, Blake Peterson
Page 696
From: carleyward@aol.com
To: Enrique A Bojorquez-Gaxiola
Date: Wednesday, July 15, 2020 10:16:29 AM
Regarding 40th and Southern application for change in zoning, John and my self are opposed. the
proposed housing because it is inconsistent with surrounding existing housing and would increase traffic
in the already busy streets. It appears that the proposed plan is for " Section 8 government housing".
This would increase crime in this area which is already plagued with crime problems. Also there are
inconsistencies in the Exhibits presented. Sincerely Carley and John Ward at 3535 E. Vineyard Rd.
Page 697
From: FABIOLA MARQUEZ
To: Enrique A Bojorquez-Gaxiola
Subject: 40th ST. and Southern Ave. Z-35-20-8 and GPA-SM-1-20-8
Date: Tuesday, August 11, 2020 2:35:01 PM
Hello,
We, Alonso Marquez and Fabiola Marquez live on 6409 S. 39th Place, Phoenix,
Arizona 85042. We are writing to share with you our perspective on the proposed
development on the Southwest corner of 40th St and Southern Ave. Please add this
to the official case file for "40th ST. and Southern Ave. Z-35-20-8 and GPA-SM-1-20-
8".
Although we are pro-development, and want our community in South Phoenix to grow
and flourish, I , we can not and do not support this proposal for at least three reasons:
1) We are concerned with the safety issues that inevitably will come with densifying
this land. Bringing nearly 450 cars into just 15.7 acres will strain our already over-
burdened infrastructure and resources. Traffic is already horrible enough, our
schools are overcrowded, and we still lack adequate retail, office, and
parks/recreation options in our community.
2) This proposal does not align to the City's stated vision for the land since 1996,
which has been voted on twice with the last time receiving 76% approval and would
address the lacks stated above. We have made personal financial investments in
South Phoenix trusting in this stated plan.
3) How these two parcels develop will set precedent for the remaining developable
land south of Southern from 40th St down to 24th St. Further densification will
exacerbate our community resources and infrastructure, as well as gut our formally
recognized special heritage.
Therefore, we strongly request that this proposal be denied by the South Mountain
Village Planning Committee, City Council and the Mayor.
Thank you,
Fabiola and Alonso Marquez
Sent from Mail [go.microsoft.com] for Windows 10
Page 698
From: mjb@cartof.com
To: Pattihoash@gmail.com; Enrique A Bojorquez-Gaxiola; Adriana Garcia Maximiliano
Cc: Samantha Keating; Alan Stephenson; Council District 8 PCC; steven@pacecpas.com;
regenagustafson@eaglehm.com; mjbarre@ix.netcom.com; skb5775@gmail.com
Subject: RE: New REZONING Case File: Z-35-20-8 SANCTUARY AT SOUTH MOUNTAIN PUD (Approximately 340 feet west
of the southwest corner of 40th Street and Southern Avenue) - 2nd Submittal
Date: Thursday, October 29, 2020 11:56:20 AM
Attachments: image001.png
Enrique--
I attempted to submit the comments through the referenced url link, but couldn't make it
work. I, too, feel strongly that this project it inappropriate for the location. While it may
be a nice project in another location, this location is within the BAOD and is designated
MUA, both of which requirements should be honored. The density should be no more than 2
du/acre.
I am out of town with limited access to my materials, and so I am unable to go through
the detailed violations of both the BAOD and MUA proposed by this project.
On a more macro level, there are no two story buildings south of Southern in the area,
and this borders a residential project with large lot homes. To put 11 du/acre here does not
fit within the immediate area.
Further, I see very little attention to the agricultural ambiance that MUA is supposed to
respect. One small flower stand does not make an 17 acre agricultural in character.
While it references certain City code sections for fencing and walls, that does not give us
any indication of what is planned for the project. Historically we have talked about picket
type fences or similar for MUA areas, and not the high block walls that may be permitted in
other locations.
Marcia Busching
-------- Original Message --------
Subject: Re: New REZONING Case File: Z-35-20-8 SANCTUARY AT SOUTH
MOUNTAIN PUD (Approximately 340 feet west of the southwest corner of
40th Street and Southern Avenue) - 2nd Submittal
From: Patti Trites
Date: Tue, October 20, 2020 1:49 pm
To: Enrique A Bojorquez-Gaxiola
"M Busching (Cartof)"
Cc: Samantha Keating
Hi Enrique and Councilman Garcia,
I hope this finds you well.
For this case, as it is part of the Baseline Overlay District - I FEEL STRONGLY - that
any applicant and developer needs to meet the Baseline Overlay District
requirements. No exception....or else it will start eroding the detail planning in the
Overlay District.
They purchased the land knowing this upfront. Please help me in enforcing it.
Thank you.
Patti Trites
Page 699
From: Lisa Peterson
To: Enrique A Bojorquez-Gaxiola
Date: Thursday, July 16, 2020 6:55:22 AM
Hi Enrique,
I am against the project proposed at 40th street and Southern behond Walgreens. The density
is too high and it does not fit into the multi use agriculture map over lay. My neighborhood
Heard Ranch is 1 acre or better parcels. The propoasal is 20 units per acre. This is the wrong
use for this property and it will lower our property values. We have lived in the neighborhood
for over 20 years. Respectfully we do not want this project.
Thank you,
Lisa Peterson
Page 700
From: Lu Ann Winters
To: hannah@witheymorris.com; Enrique A Bojorquez-Gaxiola; Samantha Keating; Pattihoash@gmail.com; Greg
Brownell; Gene Homerud; josephlarios@gmail.com; Muriel Smith; Shelly Smith; Council District 8 PCC; Mayor
Gallego
Subject: 40th St and Southern Ave Z-35-20-8 and GPA-SM-1-20-8
Date: Wednesday, August 5, 2020 6:05:42 PM
Hello, My name is Lu Ann Winters and I live on Baseline and 34th. I am writing to
share with you my perspective on the proposed development on the southwest corner
of 40th Street and Southern Avenue. Please add this to the official case file for "40th
Street and Southern Avenue Z-35-20-8 and GPA-SM-1-20-8.
I am opposed to this proposed development because of the safety issues that
inevitably will come with densifying this land. Bringing nearly 450 cars into just 15.7
acres will strain our already overburdened infrastructure and resources. Traffic is
already horrific enough and we still lack adequate retail, office, and parks/recreation
options in our community.
This proposal does not align to the City's stated vision for the land since 1996, which
has been voted on twice with the last time receiving 76% approval and would address
the lacks stated above. I have made personal financial investments in South Phoenix
trusting in this stated plan.
I am also opposed because how these two parcels develop will set precedent for the
remaining developable land south of Southern from 40th Street down to 24th Street.
Further densification will exacerbate our community resources and infrastructure, as
well as gut our formally recognized special heritage.
Therefore, I strongly request that this proposal be denied by the South Mountain
Village Planning Committee, City Council and the Mayor.
Thank you,
Lu Ann Winters
Page 701
From: Mary Hagerty
To: hannah@witheymorris.com; Enrique A Bojorquez-Gaxiola; Samantha Keating; Pattihoash@gmail.com; Greg
Brownell; Gene Homerud; josephlarios@gmail.com; Muriel Smith; Shelly Smith; Council District 8 PCC; Mayor
Gallego
Subject: Subject: "40th ST. and Southern Ave. Z-35-20-8 and GPA-SM-1-20-8"
Date: Wednesday, July 22, 2020 3:22:15 PM
My name is Mary Hagerty and I live in Ravenswood on
32nd St. I am writing to share with you my perspective on the proposed
development on the Southwest corner of 40th St and Southern Ave.
Please add this to the official case file for "40th ST. and Southern Ave. Z-35-20-
8 and GPA-SM-1-20-8".
Although I am pro-development, and want my community in South Phoenix to
grow and flourish, I can not and do not support this proposal for at least three
reasons:
1) I am concerned with the safety issues that inevitably will come with
densifying this land. Bringing nearly 450 cars into just 15.7 acres will strain our
already over-burdened infrastructure and resources. Traffic is already horrible
enough, our schools are overcrowded, and we still lack adequate retail, office,
and parks/recreation options in our community.
2) This proposal does not align to the City's stated vision for the land since
1996, which has been voted on twice with the last time receiving 76% approval
and would address the lacks stated above. I have made personal financial
investments in South Phoenix trusting in this stated plan.
3) How these two parcels develop will set precedent for the remaining
developable land south of Southern from 40th St down to 24th St. Further
densification will exacerbate our community resources and infrastructure, as
well as gut our formally recognized special heritage..
Therefore, I strongly request that this proposal be denied by the South
Mountain Village Planning Committee, City Council and the Mayor.
Thank you,
Mary A Hagerty
Page 702
From: Mary Hagerty
To: Enrique A Bojorquez-Gaxiola
Subject: RESIDENT OPINION: SMVPC INFORMATIONAL MEETING FOR Z-35-20-8 AND GPA-SM-1-20-8
Date: Saturday, August 8, 2020 6:36:36 PM
Hello Enrique--
I am writing to share my opinion on the proposed zoning change to 40th and Southern Ave.
(Z-35-20-8 and GPA-SM-1-20-8). As a permanent resident to this area, I often use Southern
Ave. when I need to head east. Baseline is so filled with heavy traffic and congestion,
Southern offers a quicker route. This is a quieter route, offers more desert views and allows
me to arrive at appointments and meetings unstressed and more relaxed.
Thank you,
Mary A Hagerty
3241 E Maldonado Dr
Phoenix, Az 85042
602-346-0336
Page 703
From: Trent Marchuk
To: Enrique A Bojorquez-Gaxiola
Cc: Somos BuildBam
Subject: Response to Applicant Claims dated Aug 13, 2020 (Z-35-20-8 & GPA-SM-1-20-8)
Date: Friday, January 29, 2021 1:19:55 PM
Attachments: Gmail - Mtg Notes Beth Hintze & Trent Marchuk_ 40th ST and Southern Ave. Z-25-20-8 and GPA-SM-1-20-8.pdf
RE Trying to contact Trent Marchuk and others.pdf
Aug_Hintze_Marchuk_Contact.pdf
Hi Enrique,
Please add the below and attached to the case file for Z-35-20-8 & GPA-SM-1-20-8.
Per the 12-21-20 records request, we learned that the Applicant alleged to the CIty that our
resident collective was 1) making false statements back in August, 2) that the resident
collective was allegedly not available to the Applicant, and 3) that the resident collective is
representative of just a "small handful of people". We would like to offer an evidence-based
response that corrects these allegations as follows:
1. The Resident Collective has not misrepresented the Applicant
2. The Resident Collective has been incredibly responsive to meeting with the Applicant
3. The Resident Collective represents the interests of a sizable contingency
See below and attached for details.
The Resident Collective has not misrepresented the Applicant
Specifically, on the resident collective website it was stated that the Applicant could
alternatively build the charter school and retail. The Applicant's contention, and supposed
evidence of being misrepresented, is that she stated she could alternatively build the charter
school and apartments - not retail.
In response, it should be noted that:
The applicant has given presentations to the SMVPC where she has cited the possibility
of developing the land with what she considered to be "undesirable retail" uses.
The Applicant has also represented the same to the Neighbors.
Therefore, the representation of the Neighbors on the website was indeed inline with
how the Applicant has represented alternative development options for this land.
Nonetheless, upon learning of the Applicant's explicit desire for the alternative charter
and apartment use to be conveyed to the neighbors, the website was immediately
updated.
The Resident Collective has been incredibly responsive to meeting with the Applicant
Per the Applicant's statement of not being able to get a hold of the Neighbors, that is simply
not true. The below contradicts the claims that the neighbors have not been anything but open
and eager to work with the Applicant.
Please consider the attached email exchange that shows an 8 hour response time to the
Applicant; we subsequently met within 24 hours
Also, it was noticed that the meeting notes covering the above referenced phone
conversation on Aug 14 and Aug 17, 2020 were omitted from the 12-21-20
Page 704
Records Request.
The notes are attached for completeness to ensure they are part of the case file.
See "Gmail - Mtg Notes Beth Hintze & Trent Marchuk_ 40th ST and Southern
Ave. Z-25-20-8 and GPA-SM-1-20-8.pdf"
Additionally, within 72 hours, the resident collective responded to the Applicant's
request to meet in November 2020.
The resident collective asked Councilmember Garcia to broker a meeting between the
Applicant, Neighbors, and the Councilmember on Dec 4, 2020.
The meeting was set by the Councilmember and confirmed by all parties on Jan
15 to meet on Jan 26, 2021.
On Jan 19, the Applicant canceled their participation.
On Jan 26, the Neighbors still met with the Councilmember.
The following statement was made to general consensus: "The Pandemic is
being exploited by land developers to develop inappropriate projects in
voiceless neighborhoods."
The Resident Collective represents the interests of a sizable contingency
Lastly, to the claim that the resident collective speaks for a "small group", that is incorrect.
Given the number of residents who have yielded their time to me as their spokesperson in both
SMVPC information sessions, and the number of residents with whom we have directly
spoken, we have full confidence that the perspectives represented by our resident collective
are indeed broad.
The applicant claims to have secured 85% support for this proposal before COVID - that
would be before March 2020. However, despite COVID, in Nov and Dec 2020, we
secured signatures (in a safe manner) from homeowners within 150 ft of the proposal -
residents in BHRE and the community on the other side of 40th St. Over half of the
residential home owners within 150 feet to the south and 150 feet to the east oppose this
project. This includes at least half of the homeowners who don't even live within BHRE.
Additionally, there are over 135 members of the somosbuildbam.org [somosbuildbam.org]
group. Attached is an image of the verbatim quotes of responses received from these
individuals when they signed up to be part of the group. These quotes come from individuals
who not only live in BHRE, but also who live in the surrounding community.
As spokesperson of this collective, I do not speak for everyone.
I continue to speak for the above referenced neighbors and I speak for many others in the
community who share these sentiments.
We are not a small group.
Thank you,
Trent Marchuk
Page 705
Somos BuildBam
Please Call me
Somos BuildBam
To: werfamily@cox.net
Sounds good; my number is 602.499.9594.
Talk soon
On Fri, Aug 14, 2020 at 9:27 AM
Mr Marchuk,
I can do 11am today. Please give me your phone number so I can call you. Thank you.
Beth Hintze
On Aug 13, 2020 10:32 PM, Somos BuildBam
Hi Mrs Hintze,
Thank you for reaching out.
Will share a my availability Fri and Mon; please let me know which works best with your schedule:
Friday, Aug 14 @ 11a
Friday, Aug 14 @ 1p
Monday, Aug 17 @ 10a
Monday, Aug 17 @ 3p
I look forward to learning more about who you are and where you are coming from as a longstanding owner of the
property.
Best,
Trent
On Thu, Aug 13, 2020 at 2:28 PM Jerry & Beth Hintze
Hello Mr. Marchuk,
I am one of the property owners of the property located at 40th St and Southern. I welcome the opportunity to
speak to you personally to help you understand who I am and where I am coming from as an owner of this
property since 1995
Please call me when you have the opportunity.
Sincerely,
Beth Hintze
602-828-6295
Page 706
Please let me know if questions arise!
Thank you,
Enrique Bojórquez-Gaxiola
Planner II – Village Planner
Planning & Development Department
Long Range Planning
200 W. Washington Street
Phoenix, AZ 85003
Office: (602) 262-6949
***I am currently working remotely on a rotational schedule, but will be checking voicemails multiple times per day. Please feel free to leave me a voice message or email me for a
more timely response. Thank you.***
From: Jerry & Beth Hintze
Sent: Thursday, August 13, 2020 9:11 PM
To: Enrique A Bojorquez-Gaxiola
Subject: RE: Trying to contact Trent Marchuk and others
Hello Enrique,
My name is Beth Hintze and I am one of the property owners of the 40th St And southern parcels. I have tried to contact Trent Marchuk through the Somos website. I gave him
my cell phone number and he has not returned a call to me. He has misrepresented what I stated at the last meeting and placed it online on the website. He has given false
statements and I would like him to remove them and place truthful statements from me. This has been a continuing problem with a small handful of people in the Bartlett
Heard neighborhood spreading misinformation about our past project and now this one. Do you have his phone number as I would rather not contact him at his work number,
but I will if necessary. If they truly want to be heard they should not be hiding behind a website with no person contact information. Please provide me with the phone
numbers of all those who have attached their names to this letter on the Somos website so I can speak the truth to each of them.
I would also like a list of phone numbers for each member of the South Mountain Committee. I would also like the list of people that the South Mountain Committee
recommended us to contact at the last meeting.
When I presented the last time my personal cell phone was on line and people were welcome to call me at that number. I spoke to every person on the South Mountain
Committee that had an available phone number, I met with countless neighbors before I personally presented the last zoning case. I presented was during pre Covid and I was
able to walk the neighborhood. I went to every home within 600 feet of our borders and I also additionally walked to every home in the Bartlett Heard Neighborhood. When I
did this I had signatures form 85% of the people that I contacted in favor of our project. Due to Covid I am unable to safely walk door to door again but I know from speaking
to the neighbors previously that the majority are tired of having dirt lots surrounding them. They are tired of being passed over again and again because developers are being
scared off by a couple people that think they speak for everyone. They don’t speak for everyone. I was told today by a person within 300 feet of our property in the Bartlett
Heard neighborhood that he supports our project and will be signing in favor, he said “Trent does not speak for him he has his own voice.” He is willing to stand up to the
bullying that has gone on for years in the Bartlett Heard Neighborhood. There is a small handful of people in the Bartlett Heard neighborhood that want nothing but dirt lots.
Tanis Earl said that to me the first time I met her, “We love dirt,” she laughed. This is a beautiful project that will help the South Mountain Community, not hurt it. The rural
country charm of these homes is exactly what I was told they wanted last time. Now that we have a first class developer that is ready and willing to invest their money in the
South Mountain Community, a handful are once again are against it/anything being built on our lots. Please call me when you receive this so we can discuss this. And Please
send me the phone numbers so that I can make sure that each one of the people has been told the truth.
Sincerely,
Beth Hintze
Page 707
Trent Marchuk
Mtg Notes Beth Hintze & Trent Marchuk: 40th ST and Southern Ave. Z-25-20-8 and
GPA-SM-1-20-8
Trent Marchuk
To: Enrique Bojorquez
Cc: Patty Mckinstry
Hi Enrique,
Please add this email to the case file for Z-35-20-8 and GPA-SM-1-20-8
In summary, I met with Beth Hintze directly on two occasions and we spoke about the PUD and GPA referenced above.
As the conversation was freeform, and it is customary for me to consult with the other leaders of the resident collective
prior to speaking for the collective, I did mention to Beth that I could only speak for myself during these conversations and
could not represent somosbuildbam.org during either conversation. Beth acknowledged that distinction.
For the single family rental proposal to have any chance of support from the neighbors, Beth was encouraged to
work with the Developers to bring the PUD in compliance with the vast majority of MUA.
Alternatively, Beth stated in terms of an ultimatum, that if the single family rental proposal were not to be approved
by the neighbors, she would pursue a charter school on the s-1 parcel and high-density apartments (119 units) on
the C-2 parcel
Trent encouraged Beth to review the reported stipulations on the C-2 parcel and the resident collective would do
the same
Trent emphasized that as long as Beth is operating within the rules that govern the land, she will more than likely
gain the collective's support - or at least likely not garner significant opposition from the collective.
Beth left the conversation with two actions: 1) work with the Developer to bring the single family rental proposal
into MUA compliance and 2) bring forward a back-up proposal to the single family rental option that is both in
compliance with the governing rules of the land and would not require neighborhood involvement
If Beth brings forward the above to Trent, Trent committed he would work with Beth to communicate to the
neighbors the two options of Beth's ultimatum.
Please note that, after consulting with the leaders of somosbuildbam.org and consistent with our mission, the resident
collective would rather see the owner build out the land to however she is able within the confines off the existing
governing documents than see the proposed single family rental community be built without complying to MUA. If Beth is
able to successfully bring the single family rental proposal into vast conformance to the MUA, our disposition may
change.
Below are the contemporaneous notes that I took relative to having spoken with Beth Hintze over cell phone.
Date: Friday, Aug 14, 2020
Start Time: 11:01a
End Time: 12:16p
Beth's father purchased the land
He battled cancer
He was a realtor who loved South Phoenix
Successfully developed a center in South Phoenix
He worked with neighbors, people got behind him, he fought and won
He desired similar for this property
Handed the keys to Jerry, Beth's husband
They have owned it for ~25 years
About Beth's family
11 children
the 8th child was born after her father passed away
Land had a home on it for awhile
Deal with Walgreens
Deal was handled by Beth's brothers
Walgreens had an option to buy the rest of the land
Page 708
Built the Walgreens and left the option on the table
Was a citrus grove, walgreens tore down the house
Farmers worked the property, made no money, sunk money
A company came in with a vision for an office centric plan
Beth went to every neighbor, left notes
A neighbor said they wanted the "cotton center"
Worked with everyone, but the attorney quit
Beth was an art major, thought about being an architect
Neighbors screamed they want homes
One neighbor reportedly said "nothing will be built there"
Neighbors agreed to sq feet, but neighbors complained and changed their position
School/Apartments
Trent misrepresented Beth online
Trent said Beth was going to build retail or "whatever can be built"
Beth said she was going to build apartments not retail
Trent apologized and immediately corrected the somosbuildbam.org website
Beth stated she was going to build a charter school on the S-1 Parcel
Beth stated she was planning to build apartments (119 units) on the C-2 Parcel
Beth felt she was abandoning the neighbors, but felt the the neighborhood had already abandoned her
Emphasized again she heard neighbors say the land should be homes
Single Family Rental
Brown Group came and offered the Single Family Rental proposal
She had them change the look (stucco and modern prior)
Believes neighbors want something built
It's frustrating to Beth that we aren't listening to those neighbors
Retail: not enough rooftops
If this doesn't' go through, Beth states she will have to sell to school and high density apartments
How has Beth marketed the land?
Mark has been her realtor for the last 15 years
well-spoke business man
reaches out to everyone
there are just a couple of people who suppress development
Beth stated having knowledge of personal information about Trent
Wife's career ambitions
Price paid for house
Note: this part of the conversation was perceived as awkward and potentially threatening to Trent
Note: Trent kept all comments to Beth to the land, unless supporting her sharing personal
information about herself (ie, that must be tough raising 11 kids! after she shared that information)
Beth stated her understanding of MUA was not the vision Kate Gallego was looking for
When pointed out MUA had been in existence for 20+ years, Beth wasn't able to articulate what she
intended, aside from mentioning something about Section 8 housing
Trent didn't have enough information to pursue the subject further, aside from Housing Phoenix -
which the city says the relation to these parcels had not yet been made public
We discussed the possibility of Beth speaking with other Land Advisors
Trent has connections to national players, but not one person in particular
Trent stated he has no financial interest in this development and his connections don't desire
financial interests as well
Trent stated his only interest is for the betterment of the community and to see that dirt transformed
as the owner, city, and neighbors would agree
Trent encouraged Beth to receive proposals from multiple land advisors, inclusive and exclusive to
Trent's contacts and make her own decision
Beth didn't want to throw her real estate agent under the bus
When mentioned he could remain involved, she stated she was under a contract where she couldn't
entertain other visions (non-solicit)
Trent agreed that her contract was to be respected and stated that if that contract ended, he would
encourage her to reach out to other land advisors who would potentially better maximize the value of
the land and meet the neighbors' requirements
Beth stated she had spent over $100k on the land and that the taxes were too much to carry.
Beth stated she would give away the land if she could, but the other owner's won't allow that to
happen
Beth's Ultimatum
Beth stated she would put forward an ultimatum to the neighbors: either the Single Family Rental
project would be approved or she would sell to the charter school and high density apartments
Beth stated she preferred the single family rental and believed the neighbors would as well
Conclusion
Page 709
Beth and Trent agreed to meet on Monday at 11a to discuss framing the ultimatum to the
neighborhood
Trent encouraged Beth to be open to changes to the single family rental proposal to bring it inline
with MUA as a possible avenue to get that option approved by the neighbors
Date: Monday , Aug 17, 2020
Start Time: 10:02a
End Time: 10:38a
Initial Pleasantries
Beth and Trent exchanged initial pleasantries about the prior weekend
The conversation maintained a cordial, professional tone (as did the prior conversation) throughout the
duration
Follow-up and Intent
Trent shared that he contacted Enrique following the conversation on Friday to follow-up on some of the
items
Trent stated that his intent and purpose is to understand the rules and ensure that he and the resident
collective play by the rules, and attempt to hold the city and the property owner to the same standard
Trent stated that he doesn't see the point in obfuscating information as all relevant information is objective
and we are seeking for an objective solution
General Learnings
Trent shared with Beth that she was right on Friday on the following accounts
She is free to develop the land as she sees fit within the existing Planning and Development
standards for the parcels
Both parcels were indeed also governed by the BAOD, but are not governed by the MUA
If there are any proposed changes to the land use, that is when the MUA can become applicable to
the land use
S-1 Property
Beth is right that she can likely develop a school on the S-1 parcel without much obstruction
Enrique was not 100% certain if it applied to charter schools, but was going to follow up
Note: Enrique has since confirmed Beth can build a charter school on S-1 without any zoning
changes
Beth was also right that schools have a lot of latitude and can receive a lot of variances to the zoning rules,
so may not be bound by S-1 or BAOD if a school is built
C-2 Property
Trent informed Beth that the property to the north, under normal conditions, could be zoned for R-3 and for
apartment land use
However, Trent informed Beth that the current C-2 parcel reportedly has stipulations upon it from the
Walgreens era that potentially preclude apartments
Trent informed Beth there is a process to remove the stipulations, but it would require neighborhood
involvement and new stipulations could be placed upon the land as a result, including MUA requirements
Beth said she did not believe that assessment.
She stated the city had told her that she could build apartments on the C-2.
She stated Enrique was inexperienced and she was going to call him.
Trent encouraged Beth to call Enrique
Trent also stated he had requested the stipulations so he could evaluate what they actually said, as
Trent does not know firsthand what the stipulations state
Note: Since the phone call, Trent has submitted a public records release for the stipulations
Single Family Rental Option
Trent encouraged Beth to re-visit the Single Family Rental option with the developers and modify it to
comply with MUA
Beth said she believed that option already paid sufficient homage to the MUA
Not only flower stand, but flowers would be planted around the property
The facades of the houses were "definitely MUA"
"Lots of" grass and open space
Trent encouraged Beth to focus on the design and development standards as the gauge as to whether the
proposal is MUA, highlighting multiple areas of failure of the PUD relative to the MUA from his opposition
statement on Aug 11
Trent mentioned that the design and development standards are what get built to and the facade and
proposed flowers aren't promised when shovels hit the ground
Beth said she would personally ensure the character of the homes would be MUA
Beth said she believed that the architectural elements would be part of the PUD and binding to the
developer
Page 710
Trent questioned her ability to enforce the above two points, but conceded they had ventured outside
of his knowledge area to state definitively one way or another
Beth reinforced that she was trying to give the neighbors something better than was already there
Trent agreed that the single family rental would be better looking than dirt, chain link fence, and
weeds - but reminded Beth that is not the bar
Trent reiterated that the bar is, at least for the proposed PUD, complying with the BAOD and MUA
district design and development standards
Trent signaled willingness to compromise on some elements of the MUA
However, Trent said the vast majority of the PUD should be in compliance with the MUA
Framing an Option to the Neighbors
Trent and Beth agreed that framing a choice to the neighbors would be a positive next step
Single Family Rental
For this to have any chance of support from the neighbors, Beth was encouraged to work with
the Developers and bring the PUD in compliance with the vast majority of MUA
School/Apartments
This is Beth's fallback option
She does not believe she will need neighbor support to build apartments
However, if the existing stipulations state otherwise, it is unknown how she would proceed
Trent signaled to Beth that if she attempts to remove the stipulations, the process would go
through a Zoning Officer and likely the Village.
In both cases the neighbors would have a say, and the neighbors would attempt to
introduce MUA stipulations
Trent reminded Beth that 5 village planning committee members, including the chair,
stated the Single Family Rental project was a good project in the wrong location and
one in particular stated a preference for 2.3 du/acre max
Trent stated that somosbuildbam.org has not coordinated with the village and does not
plan to do so, but noted that we are aligned philosophically with some of the committee
members and chair
Beth could still choose to develop the C-2 parcel within the confines of the stipualtions, C-2,
and the BAOD. If she went this route, Beth could indeed do so without neighbor
involvement.
Beth mentioned the possibility of gun stores, a large QT gas station, or other options
she considered to be undesirable to the neighbors
Undefined Option #3
If apartments are not able to go onto the C-2 parcel, and she desires to remove the
stipulations, it is yet to be seen what Beth's third option would be or if the school remains still
a viable stand-alone option
If the branches of the decision tree are pruned to this extent, Trent reiterated that Beth may
want to be open to speaking with other land advisors - assuming she would be out of her
existing contract at this stage
Beth reiterated that she was not supportive of any other option than the two above
Conclusion
Trent stated to Beth that the desire of the resident collective is for the land to be developed
Trent stated that development will be pursued under the existing governing rules and conditions
Trent reiterated his desire to help Beth navigate said rules
Trent stated that if Beth is able to develop the land however she deems fit using the rules, then she will very
likely garner Trent's support and the support of the collective
Trent emphasized that once he or the collective strays from the governing rules, he and the collective stand
to lose significant credibility and their position becomes significantly weakened in front of the City
Beth was encouraged by Trent to operate within the rules to find a workable solution
Thank you,
Trent Marchuk
Page 711
Page 712
From: Sandy Bawden
To: hannah@witheymorris.com; Enrique A Bojorquez-Gaxiola
Subject: Case Nos. Z-35-20-8 and GPA-SM-1-20-8 40th St & Southern
Date: Thursday, July 16, 2020 5:24:46 PM
Hello,
My name is Sandy Bawden. My husband and I and our children are all Phoenix
natives. We moved to the Bartlett-Heard Estates in 1987. Our sons were eight
and fourteen at the time.
We moved to the area specifically because we wanted open space where our
sons could safely play and explore. We also had other family in the area. We
knew it was changing and developing and we wanted to be a part of that.
When we moved here, there was a large cotton field across the street and to
the west with citrus groves and the beautiful Baseline Flower Gardens to the
south.
We wanted to be a part of the change and development and to that end we
have tried to stay involved with changes over the years. As a result of our
community working together with our City council representatives and the
developers we now have the Raven Golf Course.
The development that has been submitted to our neighborhood in this case is
not what we want to see. We do not want nor need more apartments in
this area. However, we know that working together we can have a positive
outcome that fits our community desires and the desires of the owners.
Respectfully
Sandy Bawden
Page 713
From: Sandy Bawden
To: Enrique A Bojorquez-Gaxiola
Cc: Trent Marchuk; Patty & Bruce McKinstry; Karen Mischlispy & Sue Beyer; Van Jackson
Subject: Case File: Z-35-20-8 SANCTUARY AT SOUTH MOUNTAIN PUD
Date: Sunday, November 8, 2020 7:20:11 PM
Hello Enrique,
I hope this email finds you well. I am contacting you regarding Rezoning Request
#Z-35-20-8, Item No. 8. I am registered to attend the virtual meeting on this request
Tuesday, November 10.
Please put me on record as being opposed to this request. This request does not
meet the criteria for meeting MUA standards. It is not a good fit for the area. It
would be better located near the Central Avenue corridor. The City of Phoenix is
advocating for increased development and ridership of the light rail and the light
rail will not be readily available for this development.
I give up my time to address the committee to Trent Marchuk.
Thank you, Enrique, for the assistance you provide to our community.
Best regards,
Sandy Bawden
Bartlett Heard Estates
Page 714
From: Sandy Bawden
To: Samantha Keating; Enrique A Bojorquez-Gaxiola
Cc: Trent Marchuk; Karen Mischlispy & Sue Beyer; Patty & Bruce McKinstry; Van Jackson
Subject: 40th ST. and Southern Ave. Z-35-20-8 and GPA-SM-1-20-8
Date: Tuesday, July 21, 2020 1:53:34 PM
Hello Samantha and Enrique,
Hope this note finds you well! Please add this email to the case file for Z-35-20-8 and
GPA-SM-1-20-8
Wow, after starting the resident collective somosbuildbam.org [somosbuildbam.org], we
have seen membership requests flow in! Of course, as you could imagine, the residents of
Bartlett Heard Ranch Estates (BHRE) joined, but so have two nurseries close to the
proposal, a nursery near 24th St, Awakening Seed Elementary, and we are in process of
forming alliances with residents of the Legacy and Ravenswood. Additionally, we have
literally dozens of other neighbors from the community who have sought out and either
opined on or joined this collective.
In fact, of the 128 members of our group (and counting) we have received no, absolutely
zero, support for this development. The resounding common theme: Stop this horrible
proposal! Therefore, I hope you agree that the community is not in a place for this proposal
to be fast tracked and all neighborhood sentiment needs to be properly heard, understood,
and respected.
Those in the resident collective who joined the Neighborhood Meeting on July 16 have
submitted some questions about the process for receiving neighborhood input that we
would like to pass along to you, requesting the city’s response. Below our salutation, we
have listed the pointed questions and then follow-up with additional details. We look
forward to your responses and how we can help the city refine the virtual meeting process,
so it is not manipulated to the detriment of neighbors again in the future.
Although we are set against this proposal, we are pro-development. We like working with
Withey Morris and the Landowner. The fact the Brown group has an interest in developing
the parcels is a good thing, as is bringing in someone like the Snowdon Partners to advise.
This shows they are taking this land seriously by investing significant time and resources.
We also want the Landowner to maximize their returns on this land, all within the City’s
stated vision for the use of this land. We will help them, if they would like, get creative in
striking a balance. This proposal, however, continues to be a non-starter.
Thank you,
Sandy Bawden
Trent Marchuk
Karen Mischlispy
Patty McKinstry
Van Jackson
1) Will the Streets Department be requiring a Traffic Impact Study for this
proposal? (Reference our original Questions Packet for context.)
Page 715
2) Will the Streets Department be conducting an analysis on this project’s impact to
the safety of the increased bicycle use on Southern and 40th St as the city strives to
become a world class city for bicyclists? (Reference our original Questions Packet
for context.)
3) We submitted questions on Friday, Jul 10 inquiring about when the application
was filed, a request to audit the notification process, and equity concerns with only
receiving the virtual meeting details day of and through special invitation. When
should we expect a response to those questions?
4) As stated in the meeting, can you provide us with the General Plan Amendment?
5) As stated in the meeting, can you provide us with a copy of the Planned Unit
Development?
6) How can we ensure that future virtual meetings will respectfully engage the
residents to learn of their concerns? At 11:06a on 7/16, Withey Morris stated: “We
will use the raise hand function on zoom when facilitating the question and answer
session to know who wishes to speak.” However, by 5:30p Withey Morris kept all
45 participants on mute and required us to type our questions in the chat feature.
7) When will the neighbors receive the promised notes, attendees, questions, and
answers from the meeting on July 16, 2020?
8) Why was Snowdon Partners not listed in the Planned Unit Development
Narrative as part of the Principals & Development Team? This omission, with lack
of amendment, further underscores this proposal is not being entirely forthcoming
with the neighbors.
9) When the original zoning case was presented for ~10 acres of commercial, the
owners agreed to leave the other ~10 acres (S-1) for single family residential. Is the
city concerned about this lack of continuity?
10) Is multi-family appropriate for the other ~10 acres (S-1), given there should be a
transition between high density residential and Bartlett Heard Ranch Estates?
11) Even though the north parcel is zoned C-2 and technically could be used for
multi-family residential, what is your guidance on whether that potential purpose
conforms to the City of Phoenix stated vision for the parcel’s land use?
12) How will the City help hold the Development Team accountable to their promise
to engage neighbors in small groups and in a subsequent follow-up neighborhood
meeting? We would like to share the process with the neighbors by which they can
request small group meetings with the Development Team, per their promise to hold
such meetings with the residents on July 16, 2020.
13) How will the City help ensure there is a fair iterative model between the
Development Team and the neighbors to not only hear our concerns, but
adequately respond to them? The dual statements made during the meeting by
Withey Morris that “we might not always agree” and “the City Council will make the
ultimate decision” implied to the neighbors that we would be placated until the clock
ran out and they planned for the Village to rubber stamp this proposal.
14) The Development Team promised the neighborhood a “2nd Virtual Meeting” at
the onset of the July 16 meeting in prepared slideware. By doing so, they
proactively admitted that the meeting on July 16, 2020 was incomplete. Therefore,
coupled with the concerns with the meeting format explained in the question above,
how can the meeting on July 16 satisfy the PDD local emergency guidelines for
fulfilling the neighborhood meeting requirement? We formally ask the city to disallow
this gross manipulation of the guidelines.
15) The PDD local emergency guidelines for neighborhood meetings states that
"notice for the virtual meeting, teleconference or alternative meeting format shall be
Page 716
sent a minimum of 30 days in advance of the first public presentation before a
committee or hearing officer."
a) Does the Development Team’s planned Information Presentation to the
South Mountain Village Planning Committee count as a public presentation
to a committee? We understand all meetings with our Village are considered
public.
b) How will the neighborhood learn about the date when the Information
Presentation will be given to the South Mountain Village Planning
Committee?
16) We request the city’s help in setting up a structured Architecture Review Board
with the Development Team. Will you help us put that into place?
Why was the meeting format perceived as inadequate by the neighbors?
At this point in time, many of us are familiar with virtual meetings. There are courtesies and
norms that have developed. According to Steve Hambrick on the City PPD website
regarding virtual meetings, participants may be recognized and called on to weigh in. The
meeting on July 16 disregarded those courtesies and norms. At 11:06a on 7/16, Withey
Morris stated: “We will use the raise hand function on zoom when facilitating the question
and answer session to know who wishes to speak.” However, by 5:30p Withey Morris kept
all 45 participants on mute and required us to type our questions in the chat feature and
privately send them to Withey Morris. We had no idea who was actually asking questions.
We could not hear their tone. Withey Morris paraphrased the questions asked. We had to
listen to their replies and type questions simultaneously. About half the meeting was given
to presentation and half the meeting to Q&A while selectively focusing on questions that
were already answered in the presentation rather than the myriad of complicated questions
already submitted in advance, and they ended exactly on time. Our resident collective
submitted many unresolved concerns on July 15, yet Withey Morris did not draw upon
those questions during the meeting. The City’s process for virtual meetings was blatantly
manipulated to the detriment of the neighbors and to the benefit of the merchant developer.
Why does Snowdon matter?
When the meeting began, Withey Morris introduced the Development Team. No one from
the city was present. They introduced Scott Curtis but did not say how he was connected
to the project. We found out later Mr. Curtis is with Snowdon Partners, which appears to be
a residential real estate advisory firm. Snowdon Partners is not listed in the Planned Unit
Development Narrative as part of the Principals & Development Team. This omission, with
lack of amendment, further underscores this proposal is not being entirely forthcoming with
the neighbors.
Architecture Review Board
Currently there are very few renderings, i.e. just a single detached duplex and a picture of a
mobile flower cart. To make informed decisions, we need to see how far spaced the units
would appear relative to each other and the surroundings, what the other buildings would
look like, how the fencing/landscaping/structures/etc would appear from the street, from the
backyards of our neighbors, etc. What are the other elevations of homes that fall in the
design pallet? We request significant time and effort be placed in this Architecture Review.
It could either affirm our belief this project is a horrible idea or potentially sway opinion.
Page 717
From: Sandy Bawden
To: hannah@witheymorris.com; Enrique A Bojorquez-Gaxiola
Cc: Van Jackson; Trent Marchuk; Alfonzo Marquez; Fabiola_nevarez@hotmail.com; Karen Mischlispy & Sue Beyer;
Patty & Bruce McKinstry
Subject: Sanctuary at South Mountain Z-35-20-8
Date: Wednesday, July 15, 2020 4:42:30 PM
Attachments: somosbuildbam.org - Question Packet for Sanctuary at South Mountain.pdf
To: The City of Phoenix, The Principal and Development Team for Z-35-20-8
"Sanctuary at South Mountain"
From: SomosBuildBAM.org, a collective of concerned residents and neighbors
Date: July 15, 2020
Re: Unresolved Neighborhood Questions Respecting Z-35-20-8 "Sanctuary at
South Mountain"
Hello,
In the interest of time and to have a full understanding of the response, the
neighbors request a written reply to resolve the below unresolved neighborhood
questions from the appropriate representative of Z-35-20-8 "Sanctuary at South
Mountain". Additionally, we request that the City of Phoenix please add this list of
unresolved neighborhood concerns to the case file.
We have recently organized ourselves into a pro-development group
called SomosBuildBAM.org which basically signifies that from South Mountain to
Southern Ave. we support building out Phoenix to the city-led and voter-approved
Baseline Area Master Plan, which is part of the Phoenix General Plan.
Somosbuildbam.org is a grassroots collective of residents impacted by key
development decisions within the Baseline Area Master Plan, the Baseline Area
Overlay District, and the Mixed Use Agriculture Districts. The group originated in
Bartlett Heard Ranch Estates, adjacent to the parels in question, and is actively
receiving membership from all concerned residents within the South Mountain
Village of Phoenix, AZ.
Somosbuildbam.org is concerned with having adequate time to assess this project's
impact to the general health and safety of the neighborhood, the impact to our
personal financial investments in South Phoenix, adequate acknowledgement of the
area's formally recognized special heritage, and the consistency to which the City of
Phoenix executes to the own stated (and voter-approved) vision for land use for the
entire city and all her inhabitants.
We thank you for the opportunity to submit questions about this proposed project
and look forward to receiving your written response. Like you, we desire for the
vacant parcels on the southwest corner of 40th St. and Southern Ave. to be
Page 718
developed agreeable to the Landowner, the City, and the impacted neighbors. We
appreciate the good faith efforts of the City and the Landowners, with the
Representative, to develop these two parcels of land in our community. Our
questions are grouped and are attached below.
Thank you,
Sandy Bawden, BHRE
Van Jackson
Trent Marchuk
Alfonso and Fabiola Marquez
Patty McKinstry
Karen Mischlispy
Somosbuildbam.org
Page 719
Safety and Health Concerns: Traffic Flows and Street Dept Design and Build Calendar:
1. We learned on Jul 15, 2020 that a Traffic Statement had been requested by the Developer. We are
requesting the Statement from the City and also request time for the neighborhood to review it.
2. The City of Phoenix Street Planning and Design Guidelines may require a Traffic Impact Study for one
or more of three reasons, including “the sensitivity of adjacent neighborhoods or other areas where the
public may perceive an adverse impact.” Bartlett-Heard Ranch Estates, being within 600 feet of this
development, believes the proposal will create an adverse impact to local traffic, health, and safety.
Additionally, the proposal, from the neighborhood resident’s perspective, will have poor site access at
an area believed to have a high rate of accidents, satisfying a second reason the city may require a
Traffic Impact Study. Therefore, we formally request a Traffic Impact Study be conducted and reviewed
with the neighborhood prior to moving forward. We believe this should include, at minimum, the streets
fronting the proposed project on Southern, West Street adjacent to AAA Nursery, 40th Street, all egress
and ingress points, and any traffic control safety lights or berming. Will the developer commit to
working with the city and neighbors to resolve this unresolved concern?
a. Though the site reportedly has parking for 440 cars, 17 more than the 423 required (at the
sacrifice of ~3200 sq ft Open Space), we are concerned that another recent and substantially
similar project by this Developer called Elux at Tromonto demonstrably did not foresee
adequate parking, causing residents to park off property leading to safety issues that could also
plague this site. What has been done differently for this project that addresses the lack of
adequate parking in the Developer’s previous project? If off-site parking became an unfortunate
outcome of this project, where would the proposed future residents park their vehicles? How
would the safety of those individuals and the neighborhood be impacted in that case? The city
and the developer are requested to work with the residents and surrounding businesses to
address these questions.
b. If traffic mitigations are required, which year’s City budget provides for any required mitigation or
does the Developer pay for traffic modifications required to accommodate an additional 440 cars
in just 15.7 acres at the corner of an already busy, and potentially dangerous, intersection?
c. Please set up a meeting for the Streets Dept responsible party to review site and accident rates
at 40th St. and Southern Avenue with the neighbors and the Police Dept.
3. According to the Comprehensive Bicycle Master Plan, Phoenix desires to be a world-class city for
bicycling. Though a bike lane already exists, 40th/Southern does not currently have a lot of bike traffic.
However, the city would like for that to change. A bike lane has recently been added down 32nd from
Broadway to Southern and the city is working on a bike lane to connect 32nd to 40th via Roeser. The
organic result is to encourage an increase in bike traffic down 40th St to give more residents of the
South Mountain Village access to the preserve. From 40th St, we understand that the city plans to
continue the canal trail on the south side of Baseline to connect with, among other things, the Beverly
Trailhead and the bike lanes down 48th St into Ahwatukee. This would all naturally cause more bicycle
traffic through the Southern and 40th St intersection. Has analysis been completed taking into account
the city’s desired increase in bicycle traffic relative to the safety of this proposal? What, if any, are the
recommended mitigation plans to ensure bicyclist safety? Who pays for these mitigations?
Ratio of Built Environment to Open Space, both Private and Common to All Residents
1. Amount of Private Open Space: (total project square feet of all dwelling unit private yards.)
2. Amount of Built Nonrecreational Space: (total project square feet of all dwelling, covered parking,
handicap parking, street parking, bike racks, refuse container areas, emergency vehicles/fire riser
access and street setbacks and sidewalks.)
Page 720
3. Amount of Common Area Open Space: (total project common area square feet designated pet friendly
and/or kid friendly as well as the 5 largest continuous swaths and whether they are centrally located)
4. How did the Developer arrive at a minimum 5% of gross area for Open Space, aside from baselining
the project to R-3? What factors determined R-3 would be an appropriate analogue?
Zoning Categories Included in the Planned Unit Development Rezoning Request from S-1 to PUD,
1. Equivalent Residential Zoning Categories: for example, acres of RE-6, RE-43, RE-2?
2. Equivalent Garden Office Zoning Categories
3. All presented zoning categories represented in the PUD with number of acres set aside for them.
4. Please demonstrate to the neighborhood, in lay terms, the reason(s) why the existing zoning
designations (S-1 and C-2) are inadequate and therefore, for the larger good, should even be changed
at all.
5. Would the Landowner and/or their Representative be willing to work with the neighbors and the city to
find a mutually acceptable strategy for re-entitlement and development of these parcels?
Parcel Size, Lot Size, Dwelling Unit Square Footage
1. In the Project Overview, the stated desire is to “rezone approximately 17 acres”. Maricopa County
Assessor lists 122-79-019B as 326,613 sq ft and 122-79-019C as 359,065 sq ft, for a total of 685,678
sq ft. This equates to 15.741 acres, not approximately 17 acres. At 12 units per acre, a claim of 17
acres would cause the lay person to believe the Developer could build up to 204 total units.
Reportedly, the proposal is for 198 units and 440 parking spaces. (423 are required, but 17 more are
added in place of ~3200 sq ft of landscaping.) At 12.58 du/acre, the requestor is actually planning to
exceed the requested maximum allowable units of 12 du/acre even by their own fantastically lenient
calculations and request! The point in this exercise is to show the appearance of deceitful tactics
employed by the Developer in submitting this plan for neighborhood consideration. Do we
misunderstand any of the above?
2. What are the proposed lot sizes in order to fit 198 units on 15.74 acres?
3. What are the proposed dwelling unit square footage in order to fit 198 units on 15.74 acres?
4. Is the Developer aware that all city leadership, including the Mayor and City Council, approved the land
use of these parcels as Mixed Use Agriculture (MUA)? It was approved in 1996, amended in 1997, and
then voted on by Phoenix constituents in 2005 and again in 2015, the latter with a 76% approval rate.
Many residents have invested in South Phoenix trusting in these plans. What is the exigency to the city
and the community that demands such radical significant deviation from the city’s own long-standing
vision?
Single-Family Unit Character & Developer’s Previous Projects
1. Following up to the Developer’s stated desire for the multi-family dwelling units to look like single-family
homes, will the Developer adhere to all design and development standards associated with single-
family homes as stated in the MUA, BAOD, and Baseline Area Master Plan? If not please list out all
proposed deviations such that we can determine how similar to single-family homes these units are
really proposed to be.
2. Our analysis indicates the Developer’s usage of Single Family Unit terminology appears to mislead the
neighbors from immediately recognizing this development as a multi-family rental development. Do we
misunderstand?
3. A member of our organization went north to check out a development by the Developer called Elux at
Tromonto. Very negative comments online from the residents. It appears this development has some
Page 721
problems that required trenching through the buildings. We took pictures and will submit them upon
request to substantiate the claims. As past performance is an indicator of future behavior, how are we
not to suppose this level of poor design and build quality will also plague this project? Why should the
neighbors not feel that embracing this project will compromise our health, safety, personal financial
investments in South Phoenix, and irreparably degrade our community’s heritage?
a. https://www.apartmentratings.com/az/phoenix/elux-at-tramonto_9199332346275182641/
i. Report Card Grade: D (on the traditional A thru F scale) for abysmally poor renter ratings
for noise quality, grounds, safety, office staff, and maintenance. The renters did rate the
surrounding neighborhood decently well.
ii. Specific reviews state that landscaping has been fully removed in parts of the
development and are not being watered in other parts, cite safety concerns, poor build
quality of materials and construction (units have cracks in ceiling and walls, poor quality
cabinetry, etc), habitual practices of overdrawing renter’s accounts on autopay, and
excessive landscaping maintenance due to poor pipes..
b. https://www.google.com/search?q=Elux+at+Tromonto&rlz=1C1CHFX_enUS605US605&oq=Elu
x+at+Tromonto&aqs=chrome..69i57.334j0j9&sourceid=chrome&ie=UTF-
8#lrd=0x872b63c52acc2c7d:0x7c467d31d5fab240,1,,,
i. Multiple negative reviews focus on health concerns, poor build quality, poor grading w/
flooding issues, constant construction, deceitful business practices, poor parking, mold
concerns, egregious amounts of dust, lack of cabinet space, and many upset residents
in general.
c. https://www.yelp.com/biz/elux-phoenix
i. A summary of the negative reviews include: parking being a nightmare, significant
trenching and other construction issues caused by poor design, endless landscaping
repairs, poor build construction, non-responsive management, and deceitful business
practices.
Alignment to City Vision
1. Why is this project significantly deviating from the MUA District requirements, not only in max density,
but in the following additional key areas. This proposed project is wholly unrecognizable as compatible
with MUA.
a. density
b. development setbacks,
c. landscaping setbacks,
d. planting standards along the southern perimeter and west perimeter not adjacent to 39th St,
e. landscaping setbacks for perimeter property lines not adjacent to a street,
f. landscaping adjacent to a building,
g. lowering open space to a measly 5% of gross area,
h. the use of Section 702 for parking standards, omitting adoption of the MUA standards for
parking
i. the use of Section 705 for signs, omitting adoption of the MUA standards for signs
2. How does this project help the stated needs of the area as captured by all city leadership, including the
Mayor, and ratified by their constituents twice, the latest with 76% approval? Stated otherwise, how
does a highly dense residential rental development address the following officially stated concerns
about this area?
a. This area has a “housing supply that was similar in age to the city average, but with lower
values and overcrowding”.
b. “The fact leads to the conclusion that pride of ownership exists in the area.”
Page 722
c. “The Roosevelt School District has six schools in the study area… three of the schools are at
capacity; three are over capacity.” Overcrowding concerns were also formally mentioned in
connection with South Mountain High School.
d. This area is “underserved by retail development, based on a Valley-wide average. Little vacant
office space is available in the study area… interest in constructing single family developments
is increasing.”
e. “Most schools and commercial developments in the Baseline corridor are in the central and
western region. Historically, these were the population centers. As more people locate to the
east, schools and retail centers will be needed there. As noted earlier, the schools pose a major
challenge for the area.”
f. The “eastern third of the area (where these parcels are located) would contain a unique blend of
agricultural, commercial, and residential uses including a flower garden preserve.”
i. How will the Developer's use of exteriors and design elements with a nod to agricultural
heritage adequately fulfill the city’s vision for this part of Phoenix?
ii. How does the Developer adding a token florist and flower stand (shown as mobile in the
proposal picture) adequately contribute to the vision and spirit of the Baseline Area
Master Plan?
g. The Mixed-Use Agriculture “category is intended to help preserve the special character of the
Baseline corridor while allowing appropriate development… Baseline has historically been an
agriculture center with many acres in citrus, nurseries and flower gardens… The Mixed Use
Agriculture classification recognizes the need to build on the area’s assets rather than blading it
and replicating the standard subdivisions found throughout the valley.”
h. How do you reconcile this proposal against the Baseline Area Master Plan formally
recommending the developable land in this area be just 4% 10-15 dwelling units per acre while
recommending on the other hand that 40% of the developable land be 0-2 dwelling units per
acre?
i. The eastern and central portions of the Baseline Area will experience shortages of parks and
recreation facilities as the population grows
j. “The 0-2 classification (dwelling units per acre) is placed on developable properties… in areas
where low density is the established development pattern.”
Page 723
From: Sandy Bawden
To: Enrique A Bojorquez-Gaxiola
Cc: Trent Marchuk; Patty & Bruce McKinstry; Karen Mischlispy & Sue Beyer; Van Jackson; Samantha Keating
Subject: SMVPC Meeting August 11, 2020
Date: Friday, August 7, 2020 9:47:36 AM
Good morning Enrique,
I hope you are doing well today.
I am writing in regards to the SMVPC meeting on next Tuesday, August11, 2020. I
am pro development and would like to see the property on the southwest corner of
40th Street and Southern to be developed, but I am opposed to the proposed multi
family rental development.
This proposal does not align to the City's stated vision for the land since 1996,
which has been voted on twice with the last time receiving 76% approval. The
development of these two parcels will set precedent for the remaining developable
land south of Southern from 40th St down to 24th St. The BAM and BOAD were
developed to formally recognize the special heritage to our area. This development
does not do that. Where are our new shopping and retail areas and nice sit down
restaurants that residents in this area are waiting for? Not to mention the horrible
traffic this proposal will bring.
I am concerned about the additional amount of traffic this will generate. An
estimated 450 additional cars will be added to our already overburdened traffic
infrastructure with an estimated additional 1,500+ trips a day.
I reiterate that I want to see this property developed, but not in this way. I would
like to waive my time to speak during the meeting and instead give my time to
Trent Marchuk.
Thank you for your assistance, Enrique.
Respectfully,
Sandy Bawden
Page 724
July 16, 2020
To all in attendance this evening,
Good evening, my name is Sean Kelly. I want to first say thank you to the Brown Group
for their interest in the development of the vacant property discussed here tonight. I also want
to thank Withey Morris, the South Mountain Community members and my fellow neighbors for
making time to virtually attend this meeting and giving me the opportunity to speak this
evening.
My wife and I were raised here, in the South Phoenix area. We were married just down
the street at The Secret Garden, a place that represents the unique and beautiful history of
South Phoenix. We’ve owned multiple homes in the area, but Heard Ranch is where we sought
to lay down our roots and begin a family. A simple drive through our neighborhood streets will
tell you why we, and our fellow neighbors, are passionate about what happens in our
community.
Our property sits within 600 feet of this proposed development. We’ve made significant
personal and financial investments in this neighborhood and community, with the vision that
this space remains a sanctuary in which our family can flourish. We are actively involved at
Awakening Seed School, which is located within 500 feet of the proposed development. My
wife is the President of the Awakening Seed Parents’ Association and I am an active member of
the Board of Directors. Our children are active in South Phoenix Sports Leagues, participants of
the community garden at The Farm on 32nd street, and avid participants of all available events
at the South Mountain Community Library. Our ties to South Phoenix are strong and our roots
in this neighborhood strengthen by the day. I hope by briefly describing my family’s history and
connection to this neighborhood, I shed light on how invested we are in the Baseline Area
Master Plan, the Baseline Area Overlay District, Mixed Used Agricultural Districts, and South
Phoenix in general. We are committed to this area, to Heard Ranch, and we need answers to
our unresolved concerns about how this development will impact our neighborhood.
My request here tonight is for time. Time for my family to do our due diligence to
confirm our local investments are not negatively impacted. Time for our neighborhood to
obtain answers from the developer to help us better understand how the development
improves our beautiful neighborhood. Time for the developer and the community to
collaborate on the final details of the development to ensure all personal concerns are
addressed. And finally, time for all parties to ensure this development positively impacts the
safety and health of the families that have already established this community as their home.
Sincerely,
Sean Kelly
602-361-2196
Page 725
From: Sue Bowman
To: Enrique A Bojorquez-Gaxiola
Subject: Subject: "Resident Opinion: SMVPC Informational Meeting for Z-35-20-8 and GPA-SM-1-20-8"
Date: Wednesday, August 12, 2020 2:33:41 PM
Hi
Enrique
I
am
writing
to
share
my
opinion
about
the
proposal
at
40th
St
and
Southern
Ave
(Z-
35-
20-
and
GPA-
SM-
1-
20-
8).
I
do
not
support
this
proposal.
Thank
you
Freddie
Sue
Bowman
Page 726
From: Tanis June Earle
To: Enrique A Bojorquez-Gaxiola
Cc: Tanis Earle
Subject: Resident Opinion: SMVPC Informational Meeting for Z-35-20-8 and GPA-SM-1-20-8
Date: Saturday, August 8, 2020 11:43:33 AM
To be read out loud as "my request to speak" for the 08/11/2020 SMVPC meeting.
Greetings SMVPC,
Re: Proposal at 40th St and Southern Ave (Z-35-20-8 and GPA-SM-1-20-8).
During the 07/16/2020 virtual neighborhood meeting with developers, I asked about allowed
occupancy standards for single family rental units. For example, what would be the limit of
how many people could live in a 1 bedroom? How many people would be the maximum
allowed to live in a 2 bedroom? What would be the maximum allowed occupancy of a three
bedroom? And how would this be enforced? The developer replied that he wasn't sure of the
numbers but that occupancy limits would be determined by using the City standard allowance.
When I looked up the City of Phoenix laws about this I found the following: 2 people per
bedroom plus 1 person. So a 1 bedroom can have 3 people, a 2 bedroom can have 5 people,
and a 3 bedroom can have 7 people. Then, there is mention of children under 13 not counted.
Developer is proposing 198 dwellings with 80% being one and two bedrooms and 20% being
three bedrooms - just do the math. The legal limit of occupancy for this development is 912
people and that does not count any children 13 or younger. Of course not every dwelling will
be maxed out but I would wager that a majority of them will. That's WAY TOO HIGH of a
potential population density on 17 acres for health and safety (traffic) and the preservation of
heritage and design of the surrounding Bartlet Heard Ranch neighborhood. In addition, where
are all those people to go for their outside exercise and enjoyment? Why, the equestrian trails
and quiet rural streets of the Bartlett Heard Ranch are perfect! So rather than stay in the
confines of their crowded, gated community - Bartlett Heard Ranch, being open and non-
gated, will become the perfect playground destination! I will stress that Bartlett Heard Ranch
is open and non-gated precisely because we do embody the spirit of a shared community and
we do welcome and encourage that others enjoy our neighborhood. However that much
tremendous increase in population, foot traffic and vehicular cut through traffic will ruin the
quiet rural environment of Bartlett Heard Ranch neighborhood. This population density is not
appropriate, nor in the interest of preservation of heritage or alignment with City vision.
198 homes
40% 1 bedroom (3 people) = 79
40% 2 bedroom (5 people) = 79
20% 3 bedroom (7 people) = 40
3x79=237
5x79=395
7x40=280
Grand Total (not counting 13/under) 237+395+280 = 912
As owners of property in Bartlett Heard Ranch, my husband and I DO NOT SUPPORT this
development.
Page 727
Thank you,
Tanis & Ambrose Earle
3602 E Vineyard Rd
Phoenix, AZ 85042
602.469.0617
tanis.earle@gmail.com
Page 728
From: Thom Bawden
To: Enrique A Bojorquez-Gaxiola
Subject: Case 35-20-8 40th St and Southern Ave.
Date: Monday, August 10, 2020 2:17:16 PM
Hello Enrique,
I am Thom Bawden. I live at 3232 E Vineyard Rd, Phoenix, AZ 85042. Please add
my name to the list of neighbors who are in opposition to the proposed development
at the property on the southwest corner of 40th St and Southern Ave. and make this
part of the official case file.
This proposal does not align to the City's stated vision for the land since 1996,
which has been voted on twice with the last time receiving 76% approval. The
development of these two parcels will set precedent for the remaining developable
land south of Southern from 40th St down to 24th St. The BAM and BOAD were
developed to formally recognize the special heritage to our area. This development
does not do that and should not be allowed.
I am concerned about the additional amount of traffic this will generate. An
estimated 450 additional cars will be added to our already overburdened traffic
infrastructure with an estimated additional 1,500+ trips a day along with
other negative impacts. .
I want to see this property developed, but not in this way, but in ways that improve
the South Phoenix area and complement and enhance South Mountain Park and
Preserve, one of the largest municipal parks in the nation.
I look forward to meeting you in the future.
Thank you,
Thom Bawden
Page 729
From: Trent Marchuk
To: Enrique A Bojorquez-Gaxiola
Subject: 8/11/20 SMVPC Statement on Z-35-20-8 by somosbuildbam.org
Date: Wednesday, August 12, 2020 9:41:15 AM
Hi Enrique,
Please enter the following statement into the case files for Z-35-20-8 and GPA-SM-1-
20-8.
The following statement was read during the Information Only meeting of the South
Mountain Village Planning Committee on Aug 11, 2011 for agenda item #9 on Z-35-
20-8.
Subject: 8/11/20 SMVPC Statement on Z-35-20-8 by somosbuildbam.org
[somosbuildbam.org]
Date: Aug 11, 2020
Chairperson Patricia Trites and the South Mountain Village Planning Committee,
Thank you for volunteering your time and energy to listen to the neighborhood
questions and concerns about these projects. We really do appreciate your hearing
our perspectives and your dutiful representation.
We also express appreciation for Withey Morris for their attempts at bridging
the gaps between the Applicant’s contumacious position and the Neighbors’
unresolved concerns. My personal esteem for Mr Morris has increased through this
process.
Hello, my name is Trent Marchuk. I am the spokesperson for the 136 member
pro-development resident collective called somosbuildbam.org [somosbuildbam.org]
covering the Baseline Area Overlay District. I recognize the neighbors who have
yielded their time to me: Sandy, Van, and Karen. Thank you.
The ask for the South Mountain Village Planning Committee tonight from our
collective is simple and clear: Reject this proposal in its entirety.
In the interest of time, I will speak to the most egregious failings of this
proposal relative to the long-standing vision for our community. Please add this
statement to the City’s case files for Z-35-20-8 and GPA-SM-1-20-8.
I will preface my remarks this evening by reinforcing the novel nature of three
unique documents, including attending ordinances, that guide planning and
development for South Phoenix. Let’s pause for a moment. Our community leaders
achieved development guidelines and governance that is distinctly and positively
Page 730
unique to South Phoenix. We are obligated to maximize the potential of these assets,
because we can - and even have begun to - build a wonderful foundation upon it!
The Baseline Area Master Plan, the Baseline Area Overlay District (Section
651) and the Mixed Use Agriculture District (Section 649) are gifts, hard fought and
won, by the leaders who emerged from within our community. Calvin Good is
reported to have said that districting is the best way for the people to have a voice in
the city.
The Mixed Use Agriculture (MUA) District is among the least understood,
because it only comprises 773 acres of the ~25,600 acres of our district. That is only
three one hundredths of a percent of our district’s geography - and only less than
15% of the Baseline Area Overlay District. However, the MUA remains critical to
distinguishing South Phoenix in a positive way - especially as relates to the Del Rio
project approved by the SMVPC tonight. We cannot stress sufficiently how
complementary MUA is to Del Rio. Therefore, the token references to MUA in this
PUD is, in itself, disqualifying and frankly an offense to the legacy of our very own
South Phoenix community leaders.
The ask of the Village tonight is reiterated: Reject this proposal in its entirety.
In short, this proposal falls woefully short of the City’s stated vision and District
Overlay requirements that guide planning for our District and, specifically, these two
parcels: the Baseline Area Master Plan, the Baseline Area Overlay District and the
Mixed Use Agriculture District. We take issue with this PUD proposal failing these
three main documents that are integral to guiding the planning for our District. As
such, nearly a month ago we submitted a number of unresolved concerns to the
Applicant, included also in the case file, and have been promised a written reply to
each question. Unfortunately, today’s presentation is largely the same as July 16; the
neighbors have been ignored.
As it did on July 16, this proposal continues to not meet the standards
contained within the established documents that guide our District’s planning,
inclusive of these two specific parcels, cited above. These deficiencies are so
thorough and widespread that they are disqualifying.
Maximum Density - Fail
Lot Size - Fail
Page 731
Building Setbacks Fail
Maximum Lot Coverage - Fail
Minimum Landscaping Setbacks - Fail
Planting Standards - Fail
Parking Setbacks - Fail
Landscape Adjacent to a Building - Fail
Parking Lot Standards - Fail
Open Space - Fail
Building Design - Fail
Development Layout - Fail
Treatment Along Arterials - Fail
Streets Classifications of the intersection and adjacent midblocks - Fail
Due to the near ubiquitous failings of this proposed PUD relative to the three main
documents that guide and/or govern our District’s planning, and the Applicant’s
refusal to incorporate neighborhood feedback in any meaningful way, we collectively
and categorically beseech the South Mountain Village Planning Committee to Reject
this proposal in its entirety.
As many of the committee members and chairperson have already said tonight: this is
a good project, just in the wrong location.
Page 732
Respectfully submitted,
Trent Marchuk
somosbuildbam.org [somosbuildbam.org]
Page 733
From: Trent Marchuk
To: Enrique A Bojorquez-Gaxiola
Cc: Patty & Bruce McKinstry; Patty Mckinstry; Karen Mischlispy & Sue Beyer; Sandy Bawden; Van Jackson; Somos
BuildBam
Subject: Nieghborhood Request for Proposal Rejection (Z-35-20-8 and GPA-SM-1-20-8)
Date: Monday, November 2, 2020 11:49:25 AM
Hi Enrique,
We hope this note finds you well. Please add the below to the case file for Z-35-20-8
and GPA-SM-1-20-8 and share with the South Mountain Village Planning Committee
(SMVPC) in advance of the SMVPC meeting on Nov 10.
Somosbuildbam.org has conducted analysis of the second submission for the development
proposed at the southwest corner of 40th St and Southern. Additionally, we have talked to a
number of neighbors on the revisions.
In short, the neighbors do not support this proposal; we request the City reject this
proposal in its entirety.
The adjustments made between the first proposal and the second proposal are largely
symbolic and the proposal remains substantially the same. The simplest way to see this is to
lay the site plans from both submissions side by side. They are nearly identical.
The proposal continues to make a mockery of the Mixed Use Agriculture (MUA) District
[phoenix.municipal.codes] and Baseline Area Master Plan, it is woefully overly dense at 460%
over the density allowance, and completely disregards the C-2 stipulations
[somosbuildbam.org] governing the north parcel since 1997. These C-2 stipulations were put
in place by the City in conformance with the MUA and Baseline Area Master Plan and the
neighbors strongly request they be honored..
Additionally, this second proposal does not reflect input from the neighbors, despite multiple
attempts to share our concerns and come to resolution. The Applicant was requested to re-
engage the neighbors when the Applicant had a proposal that reflected a sincere attempt at
reconciliation. Instead, the Applicant has elected not to engage in further discussion with the
neighbors, the Applicant has not kept their promise of a second neighborhood meeting as the
next step following the first information session, and instead the Applicant is attempting to
move forward to a second information session while actively disregarding the neighbors'
legitimate concerns founded in existing land use regulations on the two parcels.
As it did on July 16 and August 11, this proposal continues to not meet the standards
contained within the established documents that guide our District’s planning, inclusive of
these two specific parcels. These deficiencies are so thorough and widespread that they are
disqualifying:
Conformance to MUA: Fail. Board and batten building materials and a flower stand w/
token open space tucked along the edges do not epitomize the intent of the MUA. (p 32 of
BAM: "(MUA is) intended to keep a very open, rural atmosphere even as uses in the area
expand beyond those found in most agricultural regions near Phoenix... (including) wide
setbacks from rights-of-way, avoidance of parking between the street and any structures,
clustering of buildings, and use of open fencings.") The proposal's setbacks are insufficient,
Page 734
does not avoid parking between the street and any structure, and does not cluster the buildings
per the BAM (ie avoid long blocks with the same setbacks and house designs. It creates a
monotonous feeling to the neighborhood.) The very open, rural atmosphere intended to be
preserved in the MUA is disregarded in this proposal.
Use. Fail All existing regulations on these two parcels are explicitly intended for single
family residences if the land is to be used for residential purposes (see MUA, C-2 w/
stipulations, and S-1). None of the existing regulations envision Multi-family use for these
two parcels.
Building Height. Fail. The C-2 with stipulations (governing the north parcel) sets max
building height at 26 feet. Proposal asks for 30 ft.
Density. Fail Max density in MUA is 2 du/acre. Proposal is for 11.2 du/acre (460%
increase).
Maximum Lot Coverage. Fail. The C-2 with stipulations (governing the north parcel) sets
max lot coverage at 20% for commercial use only. The stipulations defer to the BAM in areas
silent, which would be 10% lot coverage for residential - and a whole host of other
restrictions not adhered to in this proposal. See p 34 of the BAM. Proposal asks for 35%.
Open Space: Fail. No central common open space open to the public; central common open
space is not visible from the main entrance
Vehicle Parking. Fail. The C-2 with stipulations (governing the north parcel) states parking
shall be set back a minimum of seventy-five (75) feet from the public right away (per
stipulation the ROW extends 40 feet from west side of 40th St). Therefore, parking shall be
setback a minimum 115 feet from 40th St and 75 feet from the remaining perimeters of the
property. This is disregarded in the proposal.
Detached Sidewalks. Fail. The C-2 with stipulations (governing the north parcel) states the
applicant shall dedicate 10-foot wide sidewalk easements for the south half of Southern
Avenue and west half of 40th St. That a 30 foot wide landscaped strip shall be provided along
all perimeters of the property. This is disregarded in the proposal.
Building Setbacks. Fail. The C-2 with stipulations (governing the north parcel) states the
west perimeter property line and interior property line setbacks shall be 30 feet. The proposal
sets these setbacks at 20 ft and 15 ft.
Lighting. Fail. Although the MUA light requirements are met, the lighting requirements for
the C-2 w/ stipulations are not met, which states: "That the parking lot shall have low-level
shielded lights. That parking light poles shall be limited to 25 feet in height and the pales
within 150 feet of any residential zoning shall be no larger than 13 feet. That no more than
one foot candle of light be detectable at the property line. That poles along abutting
residential districts shall have house side shields."
Landscape Setbacks. Fail. The C-2 with stipulations (governing the north parcel) states
minimum landscape setbacks from 40th St shall be 30 ft and from the west perimeter and
interior perimeter shall be 30 ft. The proposal sets these setbacks at 20 feet and 10 feet.
Page 735
Required Landscape Strip. Fail. The C-2 with stipulations (governing the north parcel)
states there shall be a 30 foot wide landscaped strip shall be provided along all perimeters of
the property. This is disregarded in the proposal.
Treatment Along Arterials - Fail. This is disregarded in the proposal.
Streets Classifications of the intersection and adjacent midblocks - Fail. This is
disregarded in the proposal.
Due to the continuing failings of this proposed PUD relative to the main documents that guide
and/or govern our District’s planning, and the Applicant’s refusal to incorporate neighborhood
feedback in any meaningful way, we collectively and categorically beseech the South
Mountain Village Planning Committee to Reject this proposal in its entirety.
Thank you,
Trent Marchuk
somosbuildbam.org [somosbuildbam.org]
Page 736
From: Trent Marchuk
To: Enrique A Bojorquez-Gaxiola
Subject: 11/10/20 Prepared Statement for Z-35-20-8 and GPA-SM-1-20-8
Date: Tuesday, November 10, 2020 8:33:12 PM
Hi Enrique,
Please share the below with the SMVPC and add the below statement to the City’s case files
for Z-35-20-8 and GPA-SM-1-20-8.
Thank you,
Trent
Nov 10, 2020
Chairperson Patricia Trites and the South Mountain Village Planning Committee,
Introduction
Hello, my name is Trent Marchuk. I am the spokesperson for the pro-
development resident collective called somosbuildbam.org [somosbuildbam.org]
covering the Baseline Area Overlay District. I recognize the neighbors who have
yielded their time to me so that we may speak in an unified and efficient manner.
Thank you.
The ask for the South Mountain Village Planning Committee tonight from our
collective is simple and clear - and the same as it was on Aug 11, 2020: Reject this
proposal in its entirety.
This request is made for three reasons:
1.
The Applicant’s continued failure to meet the City’s stated vision and the
existing land use regulations,
2.
The Community needs to rely on and trust in documents provided by the
City to guide their major decisions,
3.
The Applicant's stated ability to develop these two parcels as-is.
1.
Continued failings relative to the City’s stated vision and existing land use
regulations
Page 737
In the interest of time, the Village and the neighbors have been provided, in
advance, an updated and extensive list of the continued failings of this proposal
relative to the documents governing the land. (See case file.)
In addition to reviewing that content in detail, we ask that the SMVPC simply
place the site plans of both proposals side by side. Visually, you will easily see that
they are substantially similar and remain unacceptable.
High-level, I will summarize that the complementary nature of the MUA and the
existing C-2 stipulations continue to be openly disregarded in this proposal. The
most egregious example is the Applicant’s request to increase density allowance by
460% (2 du/acre to 11.2 du/acre!). Additionally, the lot coverage is too high, setbacks
are too low, the proposal does not avoid parking between the street and any
structure, and does not cluster the buildings per the Baseline Area Master Plan (i.e.
avoid long blocks with the same setbacks.) This proposal creates a dense,
monotonous feeling to the neighborhood and the very open, rural atmosphere
intended to be preserved though the Baseline Area Master Plan is fundamentally
gutted.
If this proposal were to be approved, the north half of the MUA - along
Southern from 40th St to 24th St - would set a dangerous precedent for the
undeveloped land in the district. Preservation of the MUA is complementary to the AZ
Fresh Project currently underway in our Village. We look forward to the MUA district
continuing to be developed to the City’s 20+ year stated - and voter-approved - vision.
2.
The Community needs to rely on and trust in the documents provided by
the City to guide their major decisions.
Our governing land use documents have enabled South Phoenix to attract
diverse investors. This proposal would gut our governing documents and undermine
confidence in a reliable development plan.
This would be egregious to everyone, but put yourself in the shoes of Fabiola
and Alonso Marquez. They own a body shop in South Phoenix and invested in a
vacant, dilapidated structure off 40th St and St Catherine, and transformed it into a
beautiful home for their extensive family. We could also recount stories of
fundamental transformation within and commitment to the MUA by Raj Chotalla,
Bereket Gebre-Egziabher, Sean and Candace Kelly, Todd and Kelly Bowman, Pastor
Curt and his wife Jan Gentry, Roque and Maria Yanez, and others who have relied on
the governing documents to invest in South Phoenix. On their behalf, I simply ask:
Are these governing documents enforceable and reliable?
Page 738
The community this proposal negatively impacts is a diverse mix of Latino,
Middle Eastern, African, and European descent who are working class, military
veterans, religious leaders, and community activists. We are hard working individuals
who have committed to South Phoenix and we rely on the existing documents
governing land use to guide our decisions.
The SMVPC has done a great job in preserving the MUA and Baseline Area
Master Plan south of Baseline. We rely on your commitment to match our
commitment. Help us maintain the remainder of the MUA and faithfully execute the
fullness of the Baseline Area Master Plan.
3.
The Applicant's stated ability to develop these two parcels as-is.
In mid Aug, the Applicant and I spoke on two occasions: Friday, Aug 14 and
Monday, Aug 17, 2020.
The Applicant said either the neighbors allow this proposal to go through or
she would “bulldoze the neighbors” and develop a charter school on the south parcel
and put the worst possible development on the north parcel. (“[The Applicant]
mentioned the possibility of gun stores, a large QT gas station, or other options she
considered to be undesirable to the neighbors”)
After sharing the Applicant’s ultimatum with many neighbors, per the
Applicant’s request, the neighbors have provided the following response:
The proposed high-density residential, rental community is a non-starter. Due
to the ultimatum, signaling that the Applicant has viable alternatives to this proposal,
we are not impeding her ability to develop the property.
Conclusion
The ask of the Village tonight is reiterated: Please, Reject this proposal in its
entirety for the following reasons:
1.
The Applicant’s continued failure to meet the City’s stated vision and the
existing land use regulations,
2.
The Community needs to rely on and trust in documents provided by the City for
major decisions,
Page 739
3.
The Applicant's stated ability to develop these two parcels as-is.
As many of the committee members and chairperson have said since Aug 11,
2020: this is a cute project, just in the wrong location.
I would ask the committee and Mr Morris to consider the harm he is doing by
bringing the same failed proposal to the Village now twice. The harm he is inflicting
by facilitating the Applicant to “bulldoze”, to use the Applicant’s own semantics, both
the neighbors and the Village.
Mr Morris, we respect your ability to understand the zoning regulations and we
look forward to you bringing a proposal inline with the existing design and
development standards. This proposal has a density request 460% greater than what
MUA allows. It has been and continues to be a failed proposal for this location.
This is an “Information Only” session and the neighbors are trying to be
respectful of everyone’s time. That is why many formally asked for a single voice to
represent their interest. There are many more in the community who have expressed
their agreement with the position I have represented tonight. If this proposal
continues, we will organize further in opposition.
Let’s avoid further contention, be reasonable, and just play by the established
rules. The ask of the Village tonight is reiterated: Please, Reject this proposal in its
entirety
With the number of people who yielded their time, further bolstering the
neighbors’ desire to be respectful to the Village and Community, I may have actually
finished in half the allotted time!
Respectfully submitted,
Trent Marchuk
somosbuildbam.org [somosbuildbam.org]
Page 740
July 16, 2020
Dear Ms Bleam, et al,
Hello, my name is Trent Marchuk. Thank you for taking interest in developing the vacant lots at the
southwest corner of 40th St and Southern Ave (Z-35-20-8, “Sanctuary at South Mountain”). I strongly echo the
neighbors’ requests for follow-up neighborhood meeting(s) to resolve the unresolved concerns prior to this
project moving forward. I am also requesting this statement be added to the City’s case file.
My family and I moved to Bartlett Heard Ranch Estates (BHRE) from Ahwatukee last summer. My wife
was born and raised in South Phoenix, first living off Central and Roeser and then 40th St and Baseline, where
her parents still reside. For many of the reasons I love my wife, I have also fallen in love with South Phoenix -
in particular the Baseline Area Overlay District (BAOD) in the South Mountain Village. We have four daughters
under six, plan to raise them here and retire here - therefore we have made, what is to us, significant financial
investments in South Phoenix relying on the city’s stated land use plans. BHRE is evolving, now with at least a
half dozen families with young children (and counting!) laying roots here.
I am also the local Bishop of our church congregation with geographical boundaries covering Central
Ave to 40th St and South Mountain to the Salt River. The BAOD covers a significant portion of the 559
members of my congregation. I do not speak to you today in my official ecclesiastical capacity, however as a
citizen I remain actively concerned with how this area develops for their sake as well as my own. How these
two parcels develop will set a precedent for how the rest of the developable land south of Southern changes
from 40th St to 24th St, which will greatly impact those over whom I have stewardship to watch over both their
spiritual and temporal well-being. We cannot look at this proposal in isolation.
Jointly with my neighbors in BHRE, we have created a resident collective called somosbuildbam.org for
all our neighbors in the BAOD. This group has already grown beyond BHRE. Please go to our website to
learn more and to connect with us. We are a pro-development grassroots collective of residents impacted by
key development decisions within the Baseline Area Master Plan, the Baseline Area Overlay District, and the
Mixed Use Agriculture Districts.
As such, we have submitted a number of unresolved concerns to the requestor, included also in the
case file, and have formally asked for a written reply to each question. We are concerned with having
adequate time to assess this project's impact to the general health and safety of the neighborhood, the impact
to our personal financial investments in South Phoenix, adequate acknowledgement of the area's formally
recognized special heritage, and the consistency to which the city of Phoenix executes to its own stated (and
voter-approved) vision for land use for the entire city and all her inhabitants.
We look forward to working with the city and the development team to resolve these unresolved
concerns. Therefore, I echo my neighbors’ strong requests for follow-up meeting(s) whereby we can resolve
the unresolved neighbor concerns prior to this project moving forward.
Sincerely,
Trent Marchuk
602.499.9594
Page 741
From: Trent Marchuk
To: hannah@witheymorris.com; Enrique A Bojorquez-Gaxiola; Samantha Keating; Pattihoash@gmail.com; Greg
Brownell; Gene Homerud; josephlarios@gmail.com; Muriel Smith; Shelly Smith; Council District 8 PCC; Mayor
Gallego
Subject: 40th ST. and Southern Ave. Z-35-20-8 and GPA-SM-1-20-8
Date: Tuesday, July 21, 2020 5:09:55 PM
Hello,
My name is Trent Marchuk and I am a homeowner who lives at 3731 E Saint Anne
Ave, Phoenix, AZ 85042. I am writing to share with you my perspective on the
proposed development on the Southwest corner of 40th St and Southern Ave.
Please add this to the official case file for "40th ST. and Southern Ave. Z-35-20-8 and
GPA-SM-1-20-8".
Although I am pro-development, and want my community in South Phoenix to grow
and flourish, I can not and do not support this proposal for at least three reasons:
1) I am concerned with the safety issues that inevitably will come with densifying this
land. Bringing nearly 450 cars into just 15.7 acres will strain our already over-
burdened infrastructure and resources. Traffic is already horrible enough, our
schools are overcrowded, and we still lack adequate retail, office, and
parks/recreation options in our community.
2) This proposal does not align to the City's stated vision for the land since 1996,
which has been voted on twice with the last time receiving 76% approval and would
address the lacks stated above. I have made personal financial investments in South
Phoenix trusting in this stated plan.
3) How these two parcels develop will set precedent for the remaining developable
land south of Southern from 40th St down to 24th St. Further densification will
exacerbate our community resources and infrastructure, as well as gut our formally
recognized special heritage..
Therefore, I strongly request that this proposal be denied by the South Mountain
Village Planning Committee, City Council and the Mayor.
Thank you,
Trent Marchuk
3731 E Saint Anne Ave
Phoenix, AZ 85042
602.499.9594
Page 742
Enrique A Bojorquez-Gaxiola
From: Trent Marchuk
Sent: Friday, November 20, 2020 1:51 PM
To: Enrique A Bojorquez-Gaxiola
Cc: Somos BuildBam
Subject: Re: 11/19/20 - Phone Conversation Z-35-20-8 and GPA-SM-1-20-8.
Hi Enrique,
In follow‐up to the below allegation by Scott Curtis, I feel it is incumbent to demonstrate the pro‐development nature of
our collective somosbuildbam.org [somosbuildbam.org] based on fact and action.
Please add the following also to the case file for Z‐35‐20‐8 and GPA‐SM‐1‐20‐8.
In summary, there are five instances outlined below where somosbuildbam.org [somosbuildbam.org] has demonstrated
a pro‐development stance ‐ including one proposal that sought to densify a parcel not far from Bartlett Heard Ranch
Estates. There is only one development proposal for which somosbuildbam.org [somosbuildbam.org] has been formally
against, and that is the failed proposal at 40th St and Southern Ave. Therefore, it can be consistently supported with
evidence that somosbuildbam.org [somosbuildbam.org] is pro‐development. The overarching theme for if
somosbuildbam.org [somosbuildbam.org] supports a proposal has consistently been whether or not that proposal meets
the city's established vision and the existing land use regulations.
Z‐8‐19‐8: 550' EAST OF SE CORNER OF SOUTHERN & 32ND ST
o Our resident collective offered formal support for this proposal
o We offered potential stipulations that could mitigate the conflict between the land owner and
neighbors, including use permits for the proposed green waste use.
o However, we ultimately support this rezoning application because it largely conforms with the Baseline
Area Master Plan
3150 E Baseline Rd ‐ Zoning Adjustment [Approved w/ Stipulations]
o Our resident collective formally supported this proposal, which included significant densification,
because it largely conformed with the Baseline Area Master Plan
Z‐23‐20: NW CORNER OF SOUTHERN & 38TH ST
o Our resident collective actually asked me to speak to the SMVPC on this proposal before it was
approved.
o We formally registered support for this development as it would retain a good employer in the area
o We asked for the city to consider the traffic impacts of this proposal in conjunction with proposal Z‐35‐
20‐8 prior to approving, since the two proposals are geographically proximate.
o However, we were understanding when that request was denied as the development was in
conformance to the General Plan and the city's stipulations were robust.
Z‐46‐20‐8: Removing Historical Preservation designation off parcel NE corner 30th St and Southern
o Although we did not formally opine on this case, there were neighbors who asked our collective to fight
this proposal.
o We looked at the case and decided not to fight it as it seemed to be pretty clearly supported by the land
use regulations and vision of the city, plus it would open up a development opportunity.
o We look forward to understanding (and hopefully supporting) whatever will be developed there
AZ Fresh Project
o Our collective has made now two formal positive references in our presentation to the Village in support
of the AZ Fresh project
o We also highlight the complementary nature of MUA to AZ Fresh.
Page 743
Thank you,
Trent Marchuk
somosbuildbam.org [somosbuildbam.org]
On Fri, Nov 20, 2020 at 10:11 AM Enrique A Bojorquez‐Gaxiola
Good morning Trent,
How are you? Thanks for this correspondence on case Z‐35‐20‐8 and GPA‐SM‐1‐20‐8. I will add it to the case files for
each of these!
Regards,
Enrique Bojórquez-Gaxiola
Planner II – Village Planner
Planning & Development Department
Long Range Planning
200 W. Washington Street
Phoenix, AZ 85003
Office: (602) 262-6949
***I am currently working remotely on a rotational schedule, but will be checking voicemails multiple times per
day. Please feel free to leave me a voice message or email me for a more timely response. Thank you.***
Page 744
Enrique A Bojorquez-Gaxiola
From: Trent Marchuk
Sent: Monday, January 11, 2021 10:49 PM
To: Enrique A Bojorquez-Gaxiola
Cc: Somos BuildBam; Patty & Bruce McKinstry; Patty Mckinstry; Karen Mischlispy & Sue Beyer; Sandy
Bawden; Van Jackson
Subject: Re: Alternative Locations: 7+ million sq ft within 4 Miles of 40th & Southern Ave - Z-35-20-8 and
GPA-SM-1-20-8
Hi Enrique,
I would like to correct a misstatement below.
Original: This email illustrates that there are multiple nearby alternative options of undeveloped land (within the South
Mountain Village and outside of the Village) where this project would actually fit within the established General Plan ‐
no amendment would even be needed in many cases
Corrected: This email illustrates that there are multiple nearby alternative options of undeveloped land (within the
Baseline Area Overlay District (BAOD) and outside of the BAOD; all alternatives are within the South Mountain Village)
where this project would actually fit within the established General Plan ‐ no amendment would even be needed in
many cases
Thank you,
Trent Marchuk
On Tue, Dec 29, 2020 at 9:08 PM Trent Marchuk
Hi Enrique,
Hope your Christmas was full of cheer and you are gearing up for a Happy New Year!
As requested, please find attached the pdf version of the email, with graphics.
This email illustrates that there are multiple nearby alternative options of undeveloped land (within the South
Mountain Village and outside of the Village) where this project would actually fit within the established General Plan ‐
no amendment would even be needed in many cases. We have high confidence that additional alternatives could
better be found (perhaps closer to the TOD?) by a trained planner ‐ or by someone who is actually active in real estate
within our Village. As such, kindly share this email with the SMVPC, if you wouldn't mind.
The neighbors look forward to reviewing the third iteration of the narrative once it is presented to the city; the
Applicant continues to iterate unilaterally sans collaboration with the neighbors.
Per my conversation with Scott Brown on Nov 19, 2020, contemporaneous notes added to the case file, the neighbors
offered to collaborate with the Applicant when a novel site plan could be presented to the neighbors, as they
reasonably should not be expected to debate for a fourth time the same failed proposal. The offer still stands as the
neighbors are desirous for the land to be developed in a manner beneficial to the Village, to the City, to the Residents,
and to the Applicant.
Also, hopefully when this next iteration is submitted, the neighbors will (finally!) receive the responses to our many
questions posed back in July 2020, per the Applicant's last email on the subject dated Dec 3, 2020.
Page 745
Trent Marchuk
Alternative Locations: 7+ million sq ft within 4 Miles of 40th & Southern Ave - Z-35-
20-8 and GPA-SM-1-20-8
Trent Marchuk
To: Enrique Bojorquez
Cc: Somos BuildBam
Van Jackson
Hello Enrique,
Please add this email to the case file for Z-35-20-8 and GPA-SM-1-20-8. Kindly also share this analysis with the SMVPC.
Somosbuildbam.org has cross-referenced alternative contiguous vacant parcels in the South Mountain Village with the
General Plan. Being pro-development, and desirous that this proposal be developed in an appropriate location, we looked
for 17+ contiguous gross acres zoned - or officially envisioned - for multifamily residential.
According to the Maricopa County Assessor’s Office, within 4 (four) miles, we found over 6 (six) million square feet of land
within the South Mountain Village that appears both undeveloped and that is suitable to the land uses of: “Commercial”
or “10-15 du/acre - Higher density attached townhouses, condos, or apartments”. Note that high density multi-family is
appropriate “Commercial” land use (see C-2).
This is nearly 10x (ten times) the area recorded by the County Assessor at the proposed site on the southwest corner of
40th St and Southern.
We have found over an additional 1 (one) million square feet within one mile of the proposal that could better absorb this
proposal. These additional closer parcels are not envisioned by the General Plan for “Commercial” or “10-15 du/acre -
Higher density attached townhouses, condos, or apartments”, however they are currently zoned S-1 or R1-6 and do not
have an overlay district applied.
Therefore, within 4 (four) miles of the proposed development, there are over 7 (seven) million square feet of vacant land
better suited to the proposed land use than the parcels at 40th St and Southern Ave. In fact, for much of the land
considered, this proposal would be ideally suited to the City’s stated General Plan in these alternative locations.
In short, the data supports that this proposal remains a good project in the wrong location. We wholeheartedly support its
development in the appropriate location.
Please see below analysis for supporting details.
Respectfully submitted,
Trent Marchuk
somosbuildbam.org
Proposed Area
According to Maricopa County Assessor:
North Parcel: 272,586 sq ft
South Parcel: 359,065 sq ft
Total: 631,642 sq ft
General Plan envisions this area as “MUA” which is 0-2 du/acre. Commercial purposes are permitted for up to ten acres
at the intersection of two arteria roads. So, the north parcel could be acceptable for high density apartments if it were not
for the stipulations that exist on that parcel as a concession to when the Walgreen’s was approved.
Page 746
Option 1
Nearly 3 million square feet of vacant land, currently zoned A-2 or R-3, envisioned by the General Plan for “Commercial”
or 10-15 du/acre - Higher density attached townhouses, condos, or apartments”.“ Note that high density multi-family is
appropriate “Commercial” land use.
Distance from target: 2.3 miles
Lot1: 1,947,631
Lot2: 188,615
Lot3: 465,656
Lot4: 47,964
Lot5: 303,579
Total: 2,953,445 sq ft (nearly 5x (five times) the needed land!
Option 2
983,149 sq feet already zoned R-4 (12 du/acre w/ bonus) in an area envisioned by the General Plan for “10-15 du/acre -
Higher density attached townhouses, condos, or apartments”.
Distance from target: 3.32 miles
Page 747
Lot1: 983,149 sq ft (About 1.5x (one and a half times) the area needed.
Option 3
Largely undeveloped land at SW corner of Elwood and 28th St. Already zoned R-3 (12 du w/ bonus). The General Plan
envisions this area as “Commercial” or “10-15 du/acre - Higher density attached townhouses, condos, or apartments”.
Note that high density multi-family is appropriate “Commercial” land use.
Distance from target: 1.94 miles
Lot1: 2,178,761 sq ft (over 3x (three times) the needed land area!)
Page 748
Option 4
Vacant land on the other side of Southern, directly north. All lots are currently S1. No overlay district to contend with.
The General Plan envisions these parcels as “Commerce/Business Park”.
Distance from target: 0.02 miles (across the street)
Lot1: 53,425
Lot2: 69,265
Lot3: 205,995
Lot4: 100,580
Lot5: 107,352
Lot6: 83,112
Lot7: 57,325
Lot8: 43,475
Total: 720,529 sq ft (Nearly 15% more land area!)
Page 749
Option 5
Vacant land, north of Southern and on the west side of 36th St. Already zoned R1-6 (6.5 du/acre w/ bonus). The General
Plan envisioned these parcels as Residential “3.5-5 du/acre - Traditional Lot”. Although about two-thirds smaller than the
proposed PUD, there are the two residential parcels to the south which could, if added, exceed the land required.
Distance from target: 0.45 miles
Lot1: 419,918 sq ft (about two-thirds of the land area needed)
Page 750
From: Trent Marchuk
To: Enrique A Bojorquez-Gaxiola
Subject: Please Confirm: MUA District Violations of Z-35-20-8 and GPA-SM-1-20-8)
Date: Monday, August 10, 2020 12:54:48 PM
Hi Enrique,
In preparing for tomorrow's information session with the SMVPC, I came across some
additional information that I would appreciate your perspective on. Please include
this email in the case file.
In short, based on reading the Baseline Area Master Plan, specifically page 34, the S-
1 parcel in the PUD simply cannot be developed with commercial uses.
The C-2 parcel in the PUD can be developed with commercial uses, including
multifamily use, but would be subject to additional standards that are not included in
the proposed PUD.
Therefore, absent other information, it logically follows that:
1. Zoning Request (Z-35-20-8) should not move forward without significant,
fundamental revisions.
2. The General Plan Amendment (CPA-SM-1-20-8) would be categorically
unnecessary, because commercial uses in the MUA district are restricted
to ten (10) acres or less.
Am I missing any key information?
Below follow supporting details...,
Per Section 649 [phoenix.municipal.codes], the Mixed Usa Agriculture District
purpose and intent is, in part, "to help preserve the character of agricultural areas of
Phoenix while allowing appropriate development, including compatible commercial
uses, which will reflect and enhance that character."
The Baseline Area Master Plan, indicates that just 773 of the 5768.2 acres in the
Baseline Area Overlay District (<15%) are envisioned by the City as covered by the
MUA District. (See Table 4 in the Baseline Area Master Plan). Over half (~400
acres?) of the MUA land is north of Baseline - between Southern and about Vineyard
and 24th St and 40th - is still largely developable. (See Figure E in the Baseline Area
Master Plan.)
This proposed PUD consists of a single S-1 parcel to the south and a single C-2
parcel to the north.
Per p 34 of the Baseline Area Master, the C-2 parcel can develop with commercial
uses, including R-3 uses, however it would be subject to additional standards. On the
other hand, the S-1 parcel explicitly cannot develop with commercial uses.
Page 751
And for even more support details, see below:
The Baseline Area Master Plan
(https://www.phoenix.gov/villagessite/Documents/pdd_pz_pdf_00140.pdf), page 34,
states that several parts of the Plan resulted in revisions to the Zoning Ordinances for
realization. Additionally, according to Table 4 in the Plan, MUA was envisioned to be
just 773 acres of the 5768.2 total acres of the Baseline Area Overlay District - less
than 15% to preserve the area’s formally recognized special heritage. Those 773
acres were clustered in two main areas, per Figure E of the Plan.
The two MUA clusters in the Baseline Area Overlay District are:
1.
From Baseline to the Highline Canal and from about 28th St to about 36th St
2.
From Southern Ave to about Vineyard and 24th St to 40th St
The first cluster is pretty much developed out, fairly well faithful to the MUA vision.
The second cluster, where this proposal is located, is geographically larger than the
first and still contains a majority of Developable Land. Therefore, this PUD will set the
pace for the realization of the majority of the MUA vision. Although nearly all parcels
in the second cluster are currently zoned S-1 or MUA, there are three that are zoned
C-2: one is less than a quarter acre, the second is about an acre, and the third parcel
from this proposal is about 7.5 acres. The rest of the ~400 acres (?) in the
developable land in the second MUA cluster acres is currently zoned either S-1 or
MUA.
Foreseeing the possibility for commercial development within the MUA, which
includes the ability to rezone the C-2 parcel in this proposal as R-3, the Baseline Area
Master Plan put specific requirements on the MUA district.
“Mixed Use Agriculture properties at the intersection of two arterial streets, as defined
by the Streets Classification Map, which are not adjacent to existing single family
residential development may develop with commercial uses subject to the following
standards:”
Pausing for a brief moment, the neighborhood recognizes that just the ~7.5 acres C-2
parcel in the proposal meets the above definition to develop with commercial uses,
including R-3 zoning standards. The south parcel, zoned S-1 categorically does not
meet this definition: the S-1 parcel is not at the intersection of two arterial streets, is
adjacent to existing single family residences, and when combined with the C-2 would
Page 752
be 17+ gross acres. Therefore, we contend that the south S-1 parcel is subject to the
general MUA Land Use and Development Standards listed on page 34 and cannot be
developed with commercial uses.
If the north C-2 parcel desires to develop with commercial uses, including the
permissible rezoning to R-3, that parcel, according to the requirements of the
Baseline Area Master Plan, appears to be subject to the following standards:
Such properties shall not exceed ten (10) gross acres.
Comment: The S-q and C-2 parcels are a gross combined 17.21 acres.
Although, we do not know the gross acreage for the C-2 parcel, we
believe that it is likely less than 10 acres.
Lot coverage shall not exceed twenty (20) percent.
The current proposal suggests lot coverage of either 30% or 35%. The
PUD is unclear and contradictory. Regardless, both numbers exceed
20%.
A thirty (30) foot wide landscaping strip shall be provided along all perimeters of
the property.
The current proposal does not adhere to this standard.
At least ten (10) percent of the parking lot shall be landscaped
The current proposal does not adhere to this standard..
A ten (10) foot wide landscaped strip shall be provided adjacent to commercial
buildings which provide a blank wall facade or other design which does not
Page 753
reflect the character of the Baseline area.
Further discussion is required to understand whether the rental buildings
proposed to be built in the C-2 portion of the PUD would be considered
reflective of the character of the Baseline area.
All commercial development design guidelines for the Baseline are she be
satisfied to the extent they are not addressed above.
If the Development desires to move forward, the neighbors would like to
work with the city to ensure this point is satisfied.
Please advise,
Trent Marchuk
Page 754
From: Trent Marchuk
To: Enrique A Bojorquez-Gaxiola
Cc: Somos BuildBam
Subject: 11/19/20 - Phone Conversation Z-35-20-8 and GPA-SM-1-20-8.
Date: Thursday, November 19, 2020 4:31:33 PM
Hi Enrique,
Below follows contemporaneous notes between myself and Scott Curtis (of the Brown Group)
regarding the proposal at 40th St and Southern. The objective of the call was for Mr Curtis to
set up a meeting with the neighbors to understand their concerns about the PUD proposal.
Please add this email to the case file for Z-35-20-8 and GPA-SM-1-20-8.
Thurs, November 19, 2020
Start 3:27p End 3:36p
Connection was lost
Start 3:37p End 3:41p
Summary
Trent returned a phone call from Scott Curtis (Scott left Trent a voicemail on Nov 17 @
3:11p).
Initial pleasantries.
Scott asked if he could meet with Trent to discuss the proposed PUD at 40th St and Southern
Trent inquired what the objective of the meeting would be.
Scott stated he would like to understand the neighbor's concerns as Trent is speaking for a lot
of people. Scott alleged that the neighbors claim to be pro-development, but he does not feel
that the neighbors are pro-development. Scott would also like to explain the developer's
objectives. Scott stated that we may or may not agree, but wanted to talk.
Trent informed Scott that although he was speaking on behalf of the resident collective, Trent
is not the resident collective.
If Scott wanted to talk to Trent as a representative of the resident collective, then Trent would
need to involve the other leaders. Otherwise, Trent could speak as a single resident.
Trent asked if Scott would like to speak with Trent as an individual or as a representative of
the resident collective - and for Trent to include the other leaders?
Scott asked how many leaders there were and said if there are about a half dozen, that would
be manageable.
Trent pointed out that the neighbors do not receive remuneration for their activities, unlike the
developers, lawyers and land owners. These activities actually cost the neighbors money and
time.Therefore, Trent asked what site plan we would be discussing if we met.
Scott emphasized that he doesn't know if he will make money on this project. He indicated
that he has spent a lot of money on the project already and is trying to salvage what he can.
Scott said that he would just like to understand the neighbors' perspectives and share his
objectives. Scott reiterated that we may or may not agree, but wanted to talk.
Trent responded that the same failed site plan has now been formally presented three times.
The neighbors have given a lot of feedback on that proposal. This feedback is in the case file
and well documented. Trent expressed he did not see the point in asking the neighbors' to
discuss the same proposal a fourth time.
Scott stated that he wanted to understand what the neighbors do want to see developed. He
reiterated the allegation that the neighbors say they are pro-development, but he does not
know what they want to have developed. Scott also said that MUA was impossible to be
Page 755
developed.
Trent asked Scott if he had read the notes in the case file that contain the neighbors' responses
to this development?
Scott replied that he was driving and not familiar with the documentation in the case file from
the neighbors.
Trent asked Scott to review the case file to answer many of his questions. In particular, the
contemporaneous notes of the discussion between Trent and Beth in mid Aug discuss
alternative development options. Trent also pointed out that additional notes in the case file
further answer Scott's question as to what the neighbors would support to be developed instead
of the high density rental community that has been formally proposed unsuccessfully three
times.
Trent also pointed out that MUA is not impossible to be developed and has actually been
developed successfully south of Baseline and one development north of Baseline. They were
not perfect MUA, but retained the spirit of the overlay district where this proposal does not.
Trent also pushed back on Mr Curtis questioning the neighbors' stance of genuinely being pro-
development. Recorded in the case file are instances of the developments the neighbors are
willing to accept and many reiterations of the pro-development stance. Casting the neighbors
as not pro-development because they do not support this particular development could be seen
as a very myopic and disingenuous definition of the term "pro-development". Trent also cited
the SMVPC statements of the acceptable density increase and the request for the land owner to
be consistent to their original agreement for development of the land when the Walgreen's
went in.
Scott mentioned that the land owner believes the land owner did not enter into an agreement
on how the land would be developed and lawyers would be involved to sort that out. Trent
and Scott amicably and mutually decided to let that sub-topic end as neither are lawyers nor
have sufficient knowledge on the subject.
Scott said he would review the case file notes and reach back out to Trent once he had done so
to discuss the prospect of meeting again.
Trent emphasized a willingness to meet with the caveat that the agenda be new and/or novel.
Trent cannot in good conscience bring the leaders of the collective together to review the same
failed proposal a fourth time; the feedback Scott is requesting on that proposal already
abundantly exists in the case file and meeting literally has a cost to the neighbors.
Trent requested for Scott to provide a revised site plan, even a back of the napkin sketch, as a
way to objectively determine if the subject of the next meeting would be sufficiently new or
novel to warrant a meeting.
Scott and Trent amicably said goodbye and ended the call
Respectfully submitted,
Trent Marchuk
somosbuildbam.org [somosbuildbam.org]
Page 756
Enrique A Bojorquez-Gaxiola
From: Trent Marchuk
Sent: Monday, August 31, 2020 2:19 PM
To: Enrique A Bojorquez-Gaxiola
Cc: Patty Mckinstry; Patty & Bruce McKinstry; Sandy Bawden; Van Jackson; Karen Mischlispy & Sue Beyer
Subject: Weekly One: Read the Stipulations for Land Use at 40th & Southern (Z-35-20-8 and GPA-SM-1-20-8)
Attachments: Z-30-97_Nov_12_1997_Stipulations.pdf
Hi Enrique,
Please add the below to case file for Z‐35‐20‐8 and GPA‐SM‐1‐20‐8
Also, we have heard reports of a lady approaching people in the Walgreen's parking lot asking for their signature in
support of the Sanctuary proposal (Z‐35‐20‐8). One of the siblings of a member of somosbuildbam.org
[somosbuildbam.org] stated they were approached and were asked to sign a petition in support of the proposal.
The question we have is to what purpose could gathering signatures from random people at the Walgreen's do to
advance the cause for Z‐35‐20‐8?
Thank you,
Trent Marchuk
‐‐‐‐‐‐‐‐‐‐ Forwarded message ‐‐‐‐‐‐‐‐‐
From: Somos BuildBam
Date: Wed, Aug 26, 2020 at 4:40 PM
Subject: Weekly One: Read the Stipulations for Land Use at 40th & Southern
To:
Each week, we will post [somosbuildbam.org]the single most pressing action you can take. Last week we took
a break due to a conversation between one of the land owners and a member of this group as we strived to
make sense of an ultimatum being presented to the neighbors. The one thing you can do this week is
understand what can and cannot currently be done on this property given the existing stipulations on the north
parcel, which are attached. These stipulations are very important and will likely play a significant role moving
forward.
Hi Neighbors,
Hope all is well! The one thing you can do this week is review the attached stipulations for the north half of the single
family rental homes proposal at 40th and Southern. These stipulations have been in place since 1997 and are very
important.
On Friday, Aug 14 and Monday, Aug 17, one of the land owners spoke with a member of this group. The member of this
group spoke in the capacity of a concerned citizen and not as a representative of this collective. The leadership of this
collective then conferred and the below is summarized for your consideration.
The landowner requested an ultimatum be conveyed to the neighborhood: either approve the single family rental
homes or the landowner will "bulldoze the neighbors" and build a charter school on the south parcel and dense
apartments (119 units in ~8 acres) on the north parcel. This alternative, as was presented, the neighbors would
supposedly have no say in the matter due to existing land use ordinances.
Page 757
However, upon further investigation, this ultimatum was discovered to be a false choice.
The true part of the ultimatum is that a charter school can go on the south parcel without much, if any input, from the
neighbors. The landowner can build a charter school and the neighbors wouldn't have much, if any, say in the matter.
However, the north parcel is subject to the attached stipulations. These stipulations have been confirmed with the city
to be in effect since 1997. And they simply do not allow dense apartments without significant neighborhood, Village,
and even City Council participation in the process. To remove stipulations, assuming they get approval for removal, the
landowner will subject themselves to new stipulations being added beyond their control. And to build within the existing
stipulations on the northern parcel would be a welcomed addition to our neighborhood.
Therefore, it is the estimation of somosbuildbam.org [somosbuildbam.org] that
1. The baseline for what is appropriate to develop on these parcels is not just the BAOD and the MUA, but the
attached stipulations which, among other things, embrace the full Baseline Area Master Plan
2. The single family rental proposal looks even worse now than it did during the Village Planning
Committee Informational Meeting on Aug 11, 2020.
3. Given the choice between the single family rental proposal on one hand and developing the parcels to current
land use restrictions on the other hand, somosbuildbam.org [somosbuildbam.org] advocates for the latter;
building within the existing zoning ordinances and stipulations would be far better for our community.
4. Within the context of the landowner's ultimatum, we say give us the charter school and however the north
parcel can be developed.
The landowner, during the conversation on Aug 17, did agree to go back to the Developer and attempt to bring the
single family rental proposal into general conformance to the MUA. If/when the landowner and developer does so, our
recommendation could change.
The existing land use zoning and stipulations are far preferable to the current single family rental proposal.
You are encouraged to read the attached and judge for yourself.
Reach out with any questions,
Trent
somosbuildbam.org [somosbuildbam.org]
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Page 758
From: Trent Marchuk
To: Enrique A Bojorquez-Gaxiola
Cc: Marcia Busching; Pattihoash@gmail.com; Sandy Bawden
Subject: Re: New REZONING Case File: Z-35-20-8 Sanctuary At South Mountain PUD - 3rd Submittal (Approximately 340
feet west of the southwest corner of 40th Street and Southern Avenue)
Date: Thursday, January 7, 2021 4:43:56 PM
Attachments: image003.png
Hi Enrique,
For what it is worth, the resident collective somosbuildbam.org [somosbuildbam.org] agrees
with Chair Trites and Member Busching's assessments.
Please note for the record that the Applicant reached out just once to meet with the
Collective after the last information session and has not followed up to "work with the
neighbors" as was counseled by the Village during the last Information Session. For more
details, contemporaneous notes of the dialogue between myself and Scott Brown can be found
in the case file.
Furthermore, on that note, Councilmember Carlos Garcis met with the representatives of our
collective on Dec 4, 2020. Councilmember Garcia offered to broker a meeting between the
Applicant and the Neighbors that has yet to occur.
In summary, this proposal remains substantially similar to the first two failed proposals and
therefore itself remains a good project in the wrong location. Our collective has found 6+
million sq feet within 4 miles of 40th and Southern that contain contiguous vacant land
envisioned by the General Plan to be suitable for high density, multi-family residential
development. The Applicant has options in our district to successfully develop this proposal
elsewhere. These details are also in the case file.
Our collective will be providing additional feedback over the next couple of weeks in support
of the above conclusion and to complement the two pieces of feedback provided below.
One question before concluding. It was interesting to find quite a bit of reference to the
Housing Phoenix Plan in this third submission. Has the city's objective place-based scoring
matrix for multifamily housing projects been developed (See p 14)? If so, what was
the criteria/algorithm used and the attending results - specifically for the land currently
classified as MUA within the Baseline Area Master Plan?
https://www.phoenix.gov/housingsite/Documents/Final_Housing_Phx_Plan.pdf
Respectfully submitted,
Trent Marchuk
somosbuildbam.org [somosbuildbam.org]
On Thu, Jan 7, 2021 at 6:38 AM Patti Trites, Southern Hills HOA
wrote:
Enrique
Marsh has stated my views adequately.
Please pass on to the applicant.
Page 759
Thank you
Patti Trites is sending from my Verizon, Samsung Galaxy smartphone. If you cant read please text or call
4022137126. Thank you.
-------- Original message --------
From: "M Busching (Cartof)"
Date: 1/6/21 10:18 PM (GMT-07:00)
To: 'Enrique A Bojorquez-Gaxiola'
Cc: 'Patti Trites'
Subject: RE: New REZONING Case File: Z-35-20-8 Sanctuary At South Mountain PUD -
3rd Submittal (Approximately 340 feet west of the southwest corner of 40th Street and
Southern Avenue)
Enrique—
My comments include:
1. I agree with each of the staff comments on page 17 and 18 – particularly the need for
adherence to BAOD and MUA.
2. Page 21—fails to reflect existing MUA on property.
3. Page 32—references site perimeter fencing, but I don’t see it on the diagram. I am
opposed to site perimeter fencing in any event.
4. Page 33—far, far too dense. Shouldn’t be any denser than the last MUA residential
project—Gardner’s Enclave—which I believe was 2.01 dwelling units/acre. This is
proposing 12.22 du/ac. (up from 11.2 du/ac in the last proposal (page 22 of the 10/16/20
submittal!)
5. Page 34—42 Elevations do not reflect MUA building designs—rather they are as plain
and unattractive as they can be.
In summary, the applicant should work with community to either present an acceptable
project or should build under their current existing zoning…which I believe the SAME
applicant asked for and received. Because of the limited time for review, I haven’t
distributed the information to the community at this point. Keep us informed, and I will put
the word out that this matter is coming for review again.
Below are my comments from merely two months ago. Nothing appears to have changed.
Why doesn’t the applicant “get it”?
Page 760
Enrique--
I attempted to submit the comments through the referenced url link, but couldn't make
it work. I, too, feel strongly that this project it inappropriate for the location. While it
may be a nice project in another location, this location is within the BAOD and is
designated MUA, both of which requirements should be honored. The density should be
no more than 2 du/acre.
I am out of town with limited access to my materials, and so I am unable to go through
the detailed violations of both the BAOD and MUA proposed by this project.
On a more macro level, there are no two story buildings south of Southern in the area,
and this borders a residential project with large lot homes. To put 11 du/acre here does
not fit within the immediate area.
Further, I see very little attention to the agricultural ambiance that MUA is supposed to
respect. One small flower stand does not make an 17 acre agricultural in character.
While it references certain City code sections for fencing and walls, that does not give
us any indication of what is planned for the project. Historically we have talked about
picket type fences or similar for MUA areas, and not the high block walls that may be
permitted in other locations.
Marcia Busching
From: Enrique A Bojorquez-Gaxiola [mailto:enrique.bojorquez-gaxiola@phoenix.gov]
Sent: Tuesday, January 5, 2021 5:05 PM
To: Enrique A Bojorquez-Gaxiola
Subject: FW: New REZONING Case "https://www.phoenix.gov/pddsite/Documents/PZ/Z-
35-20n.pdf">https://www.phoenix.gov/pddsite/Documents/PZ/Z-35-20n.pdf
2. Once I review the 3rd PUD narrative (likely by early next week), I’ll be happy to share
what I found in terms of changes to the PUD narrative.
3. Depending on what we find in this 3rd PUD narrative and how the discussion goes
between staff & applicant during the Post-Application meeting, it could be scheduled
as early as February 9th to the South Mountain VPC for recommendation.
If you have any comments, please send these comments individually (if you have any) to
pass along to the applicant, or if you wish to await for further details like the staff report,
letters from the community, etc. as we approach the meeting.
Page 761
Let me know if questions arise!
Thank you very much,
Enrique Bojórquez-Gaxiola
Planner II – Village Planner
Planning & Development Department
Long Range Planning
200 W. Washington Street
Phoenix, AZ 85003
Office: (602) 262-6949
***I am currently working remotely on a rotational schedule, but will be checking voicemails multiple
times per day. Please feel free to leave me a voice message or email me for a more timely response.
Thank you.***
From: Patti Trites
Sent: Tuesday, January 5, 2021 11:32 AM
To: Geno Koman
Page 762
Cc: Marcia Busching
Subject: Re: New REZONING Case
"mailto:geno.koman@phoenix.gov">geno.koman@phoenix.gov> wrote:
Good morning,
The following rezoning case files are ready for review. Please submit your
comments to Enrique Bojorquez-Gaxiola at enrique.bojorquez-
gaxiola@phoenix.gov.
CASE FILE: Z-35-20-8 Sanctuary At South Mountain PUD - 3rd
Submittal
VILLAGE: South Mountain
LOCATION: Approximately 340 feet west of the southwest corner of
40th Street and Southern Avenue
COMMENTS DUE: January 7, 2021
Thank you,
Geno Koman,
Secretary II
Long Range Planning
Office: 602-495-2076
200 West Washington
Street
Phoenix, AZ 85003
Page 763
--
Hope you have a great day. Thank you.
Patti Trites
Southern Hills HOA
Cell: 402 213 7126
Email: pattihoash@gmail.com
Page 764
Page 765
Page 766
From: ELISA OLMEDO
To: Enrique A Bojorquez-Gaxiola
Subject: Project on Agenda Item 8
Date: Tuesday, November 10, 2020 4:36:59 PM
Hi, I would like to support the project as I would be interested in living there.
Page 767
Page 768
Page 769
Stafford Crane Group ▪ 3620 South 40th Street ▪ Phoenix, Arizona 85040
August 20, 2020
South Mountain Village Planning Committee
Re: Proposed Sanctuary Development
SWC 40th Street & Southern
Phoenix, AZ 85042
Dear Members of the South Mountain Village Planning Committee:
I am writing to express support for the above-referenced proposed residential development in the South
Mountain Village.
Stafford Crane Group is headquartered just over one mile away from the proposed development.
Strafford has a vested interest in the economic growth of Phoenix, including in the South Mountain
Village which offers the nearest residential neighborhoods to the Sky Harbor industrial area which
includes many businesses like ours.
As the population of Phoenix continues to grow, creating new workforce housing becomes more and
more important to workers, and therefore to existing businesses in the area as well as to businesses
considering relocating to the area. It is my understanding that the proposed Sanctuary development will
bring 197 such needed units to the community.
Developing new housing generally is also critical to maintaining overall housing affordability in the
Valley, particularly in Phoenix. Overly restrictive zoning regulations impede the market’s effort to meet
demand. Homebuilders tell me they’re currently selling lower price point housing as fast as they can
build it – as far out as in Buckeye and Queen Creek – because the Valley’s current supply does not come
close to meeting the current demand. Allowing developers to develop infill units at projects like
Sanctuary alleviates this problem for renters and homeowners in Phoenix and helps maintain its cost-of-
living advantages.
For all these reasons, I support the pending rezoning case at 40 th Street and Southern Avenue.
Sincerely,
Greg Linaman
CEO
Stafford Crane Group
Page 770
Page 771
From: Jesus Llamas
To: Enrique A Bojorquez-Gaxiola
Subject: Support of agenda item 8
Date: Tuesday, November 10, 2020 4:37:55 PM
This project would benefit the community. I hope that it can be taken into consideration to be built.
Page 772
Hannah Bleam
From: Andrew Curtis
Sent: Tuesday, August 11, 2020 3:12 PM
To: Hannah Bleam
Cc: Jason Morris; Tyson Remensnyder; Gary Brown; Todd Kjar; Scott Curtis
Subject: FW: Follow Up - SWC 40th & Southern
Importance: High
Follow Up Flag: Follow up
Flag Status: Flagged
Hannah,
Below is an email of support from the General Manager for Southpoint Apartments for our proposed development.
Please store it for record.
From: South Point
Sent: Tuesday, August 11, 2020 2:36 PM
To: Andrew Curtis
Subject: Re: Follow Up ‐ SWC 40th & Southern
[EXTERNAL EMAIL]
Hi Andrew,
I'm glad to see forward motion on what has been a dirt lot for far too long. I attended a meeting at The Farm a couple of
years ago related to a different plan for the same land. I honestly couldn't tell you who the people were who very vocally
objected at the meeting. I'm sure someone has that info. I didn't take it personally when they stated that any
commercial or multi‐family development should be kept to the south side of Southern "along with all the heavy goods
traffic and crime that comes with it". My feeling at the time was they would object to the sun shining if they could find
an angle.
We are proud of the work we have done in the past 14 years on our little corner and a quick check with the South
Mountain Police Precinct would confirm our significant reduction in crime and we have witnessed an improved overall
safety of the area, so any implication that multi‐family is bad for a neighborhood is ill‐informed and divisive.
We prefer to be welcoming and inclusive, so good luck with moving the project forward. Our occupancy rates and
applications strongly indicate a need for more housing for the working folks around here.
I have no objections to putting my point of view on the record.
Kindest regards,
John Taylor
Page 773
General Manager
Southpoint Apartments
4002 E. Southern Ave
Phoenix, AZ 85042
(602)437‐0713 tel
(602)437‐8128 fax
On Tue, Aug 11, 2020 at 11:32 AM Andrew Curtis
John,
It was a pleasure speaking with you earlier today, I really appreciate your insight & support for our proposed
development.
What you said over the phone is great insight and we would like to share whatever you are comfortable writing with
our district councilman.
I understand that the Baseline Committee previously dismissed your support and told you stay on the other side of the
street, but anything you can share for support will go a long way.
Attached is tonight’s meeting agenda, as well as our proposed site plan.
I look forward to your response.
Thank you,
Andrew Curtis
Director
2525 E Camelback Road Suite 1150 | Phoenix AZ 85016
T: +1 (602) 522‐1428 | M: +1 (602) 571‐4190
andrew.curtis@berkadia.com | www.berkadia.com
Berkadia Real Estate Advisors LLC
Page 774
Let us find your next investment! Visit our client portal and update your acquisition criteria today.
a Berkshire Hathaway and Jefferies Financial Group company
This message is intended for the individual or entity named above. If you are not the intended recipient, please do not read, copy,
use or disclose this communication to others. Please notify the sender by reply and delete this message from your system. Thank
you.
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From: Hannah Bleam
To: Trent Marchuk
Cc: Enrique A Bojorquez-Gaxiola; Sandy Bawden; Somos BuildBam; vanjacksonaz@gmail.com
Subject: RE: South Mountain VPC informational meeting - August 11, 2020 at 6pm (r Z-35-20-8 and GPA-SM-1-20-8)
Date: Thursday, December 3, 2020 3:04:15 PM
Good afternoon Trent,
I wanted to provide an update. We are taking a look at the site plan and will be making some
modifications based on feedback. We want to ensure that the responses to the questions are the
most current and therefore we will update and send you the most current version when the site plan
is complete.
Feel free to reach out if you would like to discuss.
Thank you,
Hannah Bleam, AICP
Land Use Planner
Withey Morris, PLC
2525 E. Arizona Biltmore Cir, Ste A-212
Phoenix, AZ 85016
Phone: 602-230-0600
[witheymorris.com]
This e-mail, and any attachment(s), is intended only for the person or entity to which it is addressed and may
contain information that is privileged, confidential or otherwise protected from disclosure. Dissemination,
distribution or copying of this e-mail or the information herein by anyone other than the intended recipient, or an
employee or agent responsible for delivering the message to the intended recipient, is prohibited. If you have
received this e-mail in error, please destroy the original message and all copies.
From: Hannah Bleam
Sent: Wednesday, December 2, 2020 7:17 PM
To: Trent Marchuk
Cc: Enrique Bojorquez
Subject: RE: South Mountain VPC informational meeting - August 11, 2020 at 6pm (r Z-35-20-8 and
GPA-SM-1-20-8)
Good evening,
Regarding the most recent neighborhood meeting, the affidavit of notification and details were
Page 934
Enrique A Bojorquez-Gaxiola
From: Trent Marchuk
Sent: Thursday, December 3, 2020 12:43 PM
To: hannah@witheymorris.com; Enrique A Bojorquez-Gaxiola
Cc: Sandy Bawden; Somos BuildBam; vanjacksonaz@gmail.com
Subject: Re: South Mountain VPC informational meeting - August 11, 2020 at 6pm (r Z-35-20-8 and GPA-
SM-1-20-8)
Attachments: Notification of 40th St & Southern SMVPC 10-30-20 (1).pdf
Enrique ‐ please continue to add this thread to the case file.
Hi Hannah,
Wonderful; that was the meeting to which we were made aware. See attached.
We are happy to report that the resident collective has made significant inroads with the residents on the east side of
40th St, as well as in BHRE, Ravenswood, and the residents and nurseries within the northern half of the MUA. We are
all deeply opposed to this proposed PUD.
It should be noted that the attahched notification stated, "the general plan amendment request adds 10‐15 du/acre
designations to the MUA general plan designation to this property."
The attached notice therefore indicated to the neighbors that we would be subject to reviewing the same failed
proposal for a fourth time. While the Applicant and her team may receive remuneration for engaging in this activity, the
neighbors simply do not. It is of little surprise the neighbors saw through this naked attempt at checking a box in the
process and did not countenance their participation on Nov 18. The neighbors continue to plead for a good faith effort
by the Applicant to actually resolve our unresolved concerns.
On Nov 11, during the second information Session, the SMVPC Chair asked the Applicant to work with the neighbors to
resolve the neighbors' unresolved concerns. As I have consistently been the spokesperson for the collective, I can state
that the Applicant has done no such thing ‐ as of today. The conversations I have had with the Applicant (or her
representatives) occurred on the following dates with the following individuals. Contemporaneous notes on these
conversations can be found in the case file.
Aug 14, 2020 ‐ Beth Hintze and Trent Marchuk
o Beth stated she had alternative options for developing the land in conformance to the existing land use
regulations and city's vision
o Beth initiated an ultimatum to the neighbors and requested Trent represent it to the neighbors
Aug 18, 2020 ‐ Beth Hintze and Trent Marchuk
o Beth reiterated her ultimatum to the neighbors
Note: on Nov 10, the neighbors officially responded to the ultimatum via the SMVPC and asked
for Beth to pursue her alternative options rather than this failed proposal
o Trent stated that if Beth is able to develop the land however she deems fit within the existing rules, then
she will very likely garner the support of the neighbors.
Nov 17, 2020 ‐ Scott Brown and Trent Marchuk
o Scott Brown left a voicemail requesting to meet with Trent Marchuk on Fri, Nov 20 or early the week of
Nov 23
Nov 19, 2020 ‐ Scott Brown and Trent Marchuk
Page 935
o Scott Brown requested Trent to setup a meeting with Scott Brown and the leaders of the resident
collective for after Thanksgiving.
o Trent emphasized a willingness to meet with the caveat that the agenda be new and/or novel; the
neighbors cannot be expected to review the same failed proposal a fourth time when the case file has
ample documentation on the neighbors' objections and openness to alternative development
options. Trent requested a "back of the napkin" revised site plan to help gauge whether the neighbors'
feedback was actually being incorporated.
o As of Dec 3, the Applicant has not reached back out to meet with the neighbors ‐ at least with those of
this collective who have been the primary spokespeople for the neighbors since July.
In addition to the above limited conversations, the neighbors have registered their perspective on this failed proposal in
many instances. Details on the below, and more, are abundantly in the case file.
Jul 15 ‐ Via email, the neighbors submitted a question packet to the Applicant.
o On Aug 4, the Applicant promised to respond to "all" questions. As of Dec 3, 2020, the neighbors have
yet to receive the promised reply.
Jul 16 ‐ The first Neighborhood Meeting
o Note: the Applicant disallowed verbal engagement from the community and did not allow for the
neighbors to see each other's questions.
o The Applicant shared the responses to the neighbor's questions on Dec 2, though that was also
promised on Aug 4.
Aug 11 ‐ First SMVPC Informational Meeting
o Multiple neighbors yielded their time to Trent Marchuk, representing somosbuildbam.org
[somosbuildbam.org]
o The near ubiquitous failings of the first proposal relative to the existing land use regulations and the
city's vision were enumerated in detail
Nov 11 ‐ Second SMVPC Informational Meeting
o Multiple neighbors yielded their time to Trent Marchuk, representing somosbuildbam.org
[somosbuildbam.org]
o The continued near‐ubiquitous failings of the second proposal, newly considering the stipulations and
history of the northern C‐2 parcel, were detailed in a document provided the SMVPC in advance and
referenced in the neighborhood's statement
o The diverse collective of neighbors who have heavily invested in the MUA relying upon the city's
published documents were highlighted
o The Applicant's ultimatum and the ability for the Applicant to have viable alternative options for this
land, which are preferred by the neighbors, were formally recognized.
Therefore, given the above, it appears that the Applicant has not and continues to not work in good faith with the
neighbors to find an amicable solution.
The term "bulldoze the neighbors", as used by the Applicant herself, appears to summarize the approach the neighbors
have consistently experienced since July.
We hope that the Applicant will finally heed the neighbors' requests: review the abundant documentation in the case
file representing the neighbors' perspectives and suggest a meeting (including a novel and new agenda) with the
neighbors incorporating a good faith effort to actually resolve the neighbors unresolved concerns.
We look forward to reaching a mutually amicable solution,
Trent Marchuk
somosbuildbam.org [somosbuildbam.org]
On Wed, Dec 2, 2020 at 7:16 PM Hannah Bleam
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Page 937
Page 938
Page 939
Page 940
submitted to the city and are apart of the case file that Enrique can share with you. In addition, we
had one resident register for the meeting; however, no one ended up showing up (except the
development team).
The additional question/responses will be sent this week.
Thank you,
Hannah Bleam, AICP
Land Use Planner
Withey Morris, PLC
2525 E. Arizona Biltmore Cir, Ste A-212
Phoenix, AZ 85016
Phone: 602-230-0600
[witheymorris.com]
This e-mail, and any attachment(s), is intended only for the person or entity to which it is addressed and may
contain information that is privileged, confidential or otherwise protected from disclosure. Dissemination,
distribution or copying of this e-mail or the information herein by anyone other than the intended recipient, or an
employee or agent responsible for delivering the message to the intended recipient, is prohibited. If you have
received this e-mail in error, please destroy the original message and all copies.
From: Trent Marchuk
Sent: Wednesday, December 2, 2020 7:02 PM
To: Hannah Bleam
Cc: Enrique Bojorquez
Subject: Re: South Mountain VPC informational meeting - August 11, 2020 at 6pm (r Z-35-20-8 and
GPA-SM-1-20-8)
Hi Hannah,
Thank you for providing the responses to the questions asked during the first neighborhood
meeting. It’s interesting to note that the responses appear to be written over four months after the
meeting.
When should we expect to receive the promised written responses to the questions submitted from
the neighbors on July 15, 2020?
Lastly, in the recent attachment is reference to a “neighborhood meeting” on Nov 18, 2020. Can you
provide details on that meeting, including the neighborhood notification process and participants?
Page 941
Regards,
Trent
On Wed, Dec 2, 2020 at 6:53 PM Hannah Bleam
Good evening,
I apologize for the delay. Please find the attached questions and responses from the
neighborhood meeting.
We are happy to answer any questions you and the neighbors have. Feel free to give me a call or
send an email if others arise.
Thank you,
Hannah Bleam, AICP
Land Use Planner
Withey Morris, PLC
2525 E. Arizona Biltmore Cir, Ste A-212
Phoenix, AZ 85016
Phone: 602-230-0600
This e-mail, and any attachment(s), is intended only for the person or entity to which it is addressed and may
contain information that is privileged, confidential or otherwise protected from disclosure. Dissemination,
distribution or copying of this e-mail or the information herein by anyone other than the intended recipient, or
an employee or agent responsible for delivering the message to the intended recipient, is prohibited. If you have
received this e-mail in error, please destroy the original message and all copies.
From: Trent Marchuk
Sent: Wednesday, December 2, 2020 4:32 PM
To: Hannah Bleam
Cc: Sandy Bawden
Subject: Re: South Mountain VPC informational meeting - August 11, 2020 at 6pm (r Z-35-20-8
and GPA-SM-1-20-8)
@Enrique - Please add this email to the case file for Z-35-20-8 and GPA-SM-1-20-8
Hi Hannah,
Page 942
40th and Southern Rezoning
Virtual Neighborhood Meeting Chat
July 16, 2020
Questions and Responses
17:39:27 From Trent Marchuk to Withey Morris(Privately) : kindly request time to speak, when
appropriate
17:45:27 From Roque & Maria to Withey Morris(Privately) : What is a diff. Between rental and
apt?
• These residences are a hybrid between an apartment unit and a single-family
home. They typically are single-story & two-story, detached & attached, with a
small backyard patio and include amenities such as a community pool, fitness
center, dog park & dog washes.
• Unlike traditional two- or three-story apartment complexes which are vertical, all
of the homes are single story with a private backyard (with few 2-story homes).
Our single-family luxury rental homes allow our residents to enjoy a carefree
lifestyle as someone else tends to the home and yard maintenance. A socially
active lifestyle and beautiful amenities engage the residents, creating friendships
and a true sense of community. The gated, professionally managed communities
feature one-, two-, three bedroom technology-forward homes with 10’ ceilings,
large private backyards & community clubhouse (pool, fitness & resident lounge)
& dog parks. The homes range in size from 692 square feet to 1,391 square feet.
The smartest home technology package available includes keyless entry, doorbell
cameras, light controls, thermostat, motion detector and all security systems.
Traditional Apartments:
• Typically, 30+ du/ac
• 2 – 6 stories
• Average unit size in AZ - 823 square feet
Single Family for Rent community:
• Between 10 – 12 du/ac
• Majority single-story
• The average unit size – 1,000 square feet
17:46:41 From Roque & Maria to Withey Morris(Privately) : Why are you blocking group chat?!
• Due to the large number of participants at this meeting, we are using the chat
function to field questions regarding the project and request.
Page 943
17:47:27 From Zack Bruce Lindsay to Withey Morris(Privately) : How many parking spot?
• There are currently 443 parking spaces proposed for the project.
17:49:21 From LPeterson to Withey Morris(Privately) : Will they be section 8?
• This will not be Section 8 housing.
17:55:12 From Zack Bruce Lindsay to Withey Morris(Privately) : Are there more detailed
renderings .. "Two story"
• We do not have these renderings. But the two story renderings will have many of the
same design details that the one-story rendering included. (Please note renderings
are now available with the newest version of the PUD available online with more
design details)
17:55:33 From LPeterson to Withey Morris(Privately) : What is the set back between houses?
• Not determined at this point. But the setback will be consistent with the building
code requirements.
17:55:48 From Sean Kelly to Withey Morris(Privately) : Speak to the rezone process. If rezoned
to meet requirement, what stops the browns selling to another who is now cleared to build apartments
• The developer on the project will be the ones to develop and own the property.
17:55:51 From Tanis & Ambrose Earle to Withey Morris(Privately) : Rental rates for 1, 2 & 3
bedroom?
• These will be dictated by the market at the time they are developed.
17:56:05 From van jackson to Withey Morris(Privately) : You want to emphasize single family so
much, what is the number of single vs the duplex? Isnt it a vary small percent?
• The percentage of detached units is 25% and duplex (attached) units is 75%.
17:56:19 From LPeterson to Withey Morris(Privately) : How much will the rent be?
• These will be dictated by the market at the time they are developed.
17:56:32 From Roque & Maria to Withey Morris(Privately) : What is the difference between
rental versus apts when it comes to tenants, traffic, visitors.
• Generally traditional apartments have a higher density (or more people) on the
property. Traditional apartment could have about 30 dwelling units/acre, while this
product is approximately 11-12 dwelling units/acre. Therefore, there would be more
tenants, traffic, and visitors on a more traditional apartment complex.
17:56:43 From Zack Bruce Lindsay to Withey Morris(Privately) : Ratio of Two story Vs. Single
story?
Page 944
• The number of one story homes will be 76% and the number of two-story home will
be 24%. There will be no two story homes along the southern property line, they will
mostly be located toward Southern Avenue.
17:57:27 From Jolyn’s iPhone to Withey Morris(Privately) : how wide are streets. HOA? will
parking be allowed on street?
• The internal drive aisles will be a minimum of 24 feet wide, per City of Phoenix
requirements. The property will be managed by a property management company,
and it will not have an HOA. Parking requirements for this development will be met
on-site.
17:57:42 From Robert Underwood to Withey Morris(Privately) : I feel the density is to high,
would you be willing to lower the density?
• We are still evaluating the proposed density and will continue to have discussions
around density with the community and City staff. (Please note that units have been
reduced since the time these questions were asked).
17:57:51 From Tanis & Ambrose Earle to Withey Morris(Privately) : Size of back yard?
• The size of the private backyards will be between 192-276 square feet. There is also
shared common open space and amenities on the site.
17:58:21 From Roque & Maria to Withey Morris(Privately) : Why just not LARGE homes?
• The single-family rental product is something that has not been developed in this
area and there is a need for quality housing that is accessible to a number of people
at various income levels. Homeownership is not something that everyone can afford
or wishes to do, and this product provides housing for those individuals.
17:58:28 From Zack Bruce Lindsay to Withey Morris(Privately) : Why not Condos?
• The parcel is owned as one parcel with the single-family rental product. Condos
would be individually owned and platted.
17:58:39 From Roque & Maria to Withey Morris(Privately) : …privately owned?
• The single-family rental product is something that has not been developed in this
area and there is a need for quality housing that is accessible to a number of people
at various income levels. Homeownership is not something that everyone can afford
or wishes to do, and this product provides housing for those individuals.
17:58:56 From Trent Marchuk to Withey Morris(Privately) : If the neighbors cannot be allowed
to speak, I would ask that all neighbors who desired to speak to submit their statements via email to
both Hannah and Enrique (with the city)?
• We are always available to discuss this project with neighbors anytime. Feel free to
contact Hannah Bleam at Hannah@witheymorris.com or 602-230-0600.
17:59:04 From georgebinghamii to Withey Morris(Privately) : what is size of back yards?
Page 945
• The size of the private backyards are on average 192-276 square feet. There is also
shared common open space on the site.
18:00:35 From LPeterson to Withey Morris(Privately) : The homes in Heard Ranch are currently
selling for 600-700 thousand. What would be the benefit of being located next to low cost rentals? How
will it effect our values?
• This property is located adjacent to Bartlett Heard Ranch, but is also adjacent to a
commercial intersection. A use, such as single-family rentals, is an appropriate
transition from single-family residential to commercial uses.
18:01:55 From Kevin’s iPhone to Withey Morris(Privately) : It seems with making this a multi-
family property, we would be inviting a high density of people that bring an array potentially troubled
people. How do we insure this won’t negatively effect our neighborhood.
• The Property will be managed by a property management company to ensure that
maintenance is at the highest level. In addition, each resident goes through an
income qualification process and a background check.
18:02:05 From Bereket Gebre-Egziabher to Withey Morris(Privately) : how does this
development / and deviation change the dynamics of the historical perspective of this community? Is it
only two stories?
• The proposal is a mix of one-story and two-story homes. In addition, the Baseline
Area Overlay District provides design guidelines that have been included in the
proposed PUD to encourage appropriate design elements for the area.
18:03:25 From Trent Marchuk to Withey Morris(Privately) : The group has submitted detailed
questions yesterday. They are too detailed to go into at this time. When will we receive the response to
those questions>
• We are still working on obtaining the answers to those questions. We appreciate
your patience and thank you for your engagement on the project.
18:03:37 From Roque & Maria to Withey Morris(Privately) : There is no control of future
ownership, what are the covenants & restrictions for the life of the community?
• Ever resident goes through an income qualification process, as well as background
check. In addition, the Management company makes sure each resident is living up
their agreement, takes trash out & does not park on the street. The residents can be
fined and could eventually evicted if they do not comply.
18:06:45 From Roque & Maria to Withey Morris(Privately) : Management companies will
change, are there any guarantees?
• There will be agreements with the management company and residents about what
is appropriate.
18:06:46 From Velins phone to Withey Morris(Privately) : did you mentioned no two stories on
south side to heard ranch community?
Page 946
• That is correct, there will be no two-story homes on the south property line.
18:07:12 From Tanis & Ambrose Earle to Withey Morris(Privately) : Are there limits to how
many people can live in a dwelling and how is that enforced?
• It is enforced through management; they have a list of every resident by name who
lives in the units.
18:07:21 From Sean Kelly to Withey Morris(Privately) : ?
18:07:30 From georgebinghamii to Withey Morris(Privately) : are there assigned parking
spaces? covered or uncovered?
• There will not be assigned parking spaces and half of the parking spaces will be
covered.
18:07:32 From Bereket Gebre-Egziabher to Withey Morris(Privately) : I think you should allow
people to speak using their own voices as we do with yours - until we can meet as members of this
community.
• Due to the large number of participants at this meeting, we are using the chat
function to field questions regarding the project and request.
18:08:42 From Tanis & Ambrose Earle to Withey Morris(Privately) : Is this community gated?
• At this time there has not been a decision to gate or not-gate the community.
18:08:50 From Velins phone to Withey Morris(Privately) : are the back yards going to face
south to the community?
• There are the sides of backyards and one backyard facing the southern property line.
However, in between the yards is a common open space area and a landscape buffer
with ample trees and landscaping. In addition, there will be a wall/fence along the
southern edge of the property.
18:09:55 From Velins phone to Withey Morris(Privately) : concern for our privacy . will you put
up large trees for privacy ?
• There is landscaping, included trees, proposed along the southern property line
consistent with the requirements of the Baseline Area Overlay District and Mixed Use
Agriculture District.
18:10:04 From Trent Marchuk to Withey Morris(Privately) : what is the plan to iteratively work
with the neighbors and receive their active feedback?
• We will be hosting at least one more virtual neighborhood meeting in additional to
smaller group meetings as needed. Also, we are always willing and available to
discuss the project with anyone. (Please note that we hosted another neighborhood
meeting on 11/18/20, which was after this meeting).
Page 947
18:11:27 From georgebinghamii to Withey Morris(Privately) : Walgreen's landscaping is
despicable with a multibillion dollar company they can well afford to keep their properties pristine. How
do you propose in maintaining your property in an absolutely pristine condition from the Landscaping
standpoint. It always looks nice on day one but from that point on unless you have someone there or
someone contracting Landscaping rapidly descends into a state of disrepair. GNBII
• Thank you for the feedback regarding landscaping maintenance. We will ensure that
the property and landscaping are maintained and in pristine condition.
18:12:39 From Tanis & Ambrose Earle to Withey Morris(Privately) : You didn't answer how
many people can live in a dwelling... 1,2 & 3 bedroom limits please.
• It is enforced through management; they have a list of every resident by name who
lives in the units.
18:15:01 From georgebinghamii to Withey Morris(Privately) : In fact if you want to see what my
standard is PLEASE SEE my property in HEARD RANCH…GNBII
18:17:01 From Bereket Gebre-Egziabher to Withey Morris(Privately) : It is imperative that we
have a live meeting as we move along with the pandemic <>
• At this time, given the Covid-19 impacts and risks, neighborhood meetings as
recommended by the City of Phoenix will be conducted virtually.
18:17:30 From moniquebontrager to Withey Morris(Privately) : playground for residence kids?
• Thank you for the recommendation and feedback. We will consider this option as a
common space amenity.
18:20:05 From Bereket Gebre-Egziabher to Withey Morris(Privately) : To preserve our
community, the builder should be aware that our community should not be used for overnight parking
or daytime parking.
• The required parking for the development will be done on the property.
18:20:35 From Trent Marchuk to Withey Morris(Privately) : Would the Landowner and/or their
Representative be willing to work with the neighbors and the city to find a mutually acceptable
alternative strategy for re-entitlement and development of these parcels?
• We are always available to listen to the neighborhood’s feedback and discuss the
proposal.
18:21:01 From Kevin’s iPhone to Withey Morris(Privately) : didn’t hear my questioned asked
about problematic people in the hood. please respond.
18:21:38 From Roque & Maria to Withey Morris(Privately) : There is no control of future
ownership, what are the covenants & restrictions for the life of the community?
• Ever resident goes through an income qualification process, as well as background
check. In addition, the Management company makes sure each resident is living up
Page 948
their agreement, takes trash out & does not park on the street. Residents can be
fined & eventually evicted if they do not comply.
18:21:50 From Robert Underwood to Withey Morris(Privately) : 2nd time sending, I feel the
density is to high, would you be willing to lower the density?
• We are still evaluating the density and will continue to have discussions around
density with the community and City staff.
18:22:04 From Tanis & Ambrose Earle to Withey Morris(Privately) : IN CASE YOU MISSED IT -
You didn't answer how many people can live in a dwelling... 1,2 & 3 bedroom limits please. Thanks
• It is enforced through management; they have a list of every resident by name who
lives in the units.
18:22:56 From Kevin’s iPhone to Withey Morris(Privately) : so they will watch out for child
molesters, sounds great!! sounds like way too many people for a small patch of land!
18:23:31 From georgebinghamii to Withey Morris(Privately) : PARKING SPACES: WILL THE
PARKING SPACES BE ASSIGNED, HOW MANY TO EACH UNIT, ARE THE PARKING SPACES COVERED OR
UNCOVERED, if a tenant has multiple automobiles how is that handled? GNBII
• There are a few units that have direct garage access. About half of the parking will be
covered and will be assigned parking. The open spots are unassigned. In addition,
there are 50 detached garages that residents can rent. In total there are 434 parking
spaces, which is a ratio of 2.19 spaces per unit. Residents can have 2 spots or two
cars per unit.
18:24:18 From van jackson to Withey Morris(Privately) : and more single units instead of
duplexs.
• Thank you for the feedback on the ratio of detached units versus duplex unit.
18:24:31 From Kevin’s iPhone to Withey Morris(Privately) : thank you for toning that down!
18:25:38 From van jackson to Withey Morris(Privately) : Hannah you are a Rockstar! Good Job!
18:26:10 From Kent June to Withey Morris(Privately) : what has the feedback or reviews been
from tenants of your similar projects?
• There are no similar projects in this area.
18:26:26 From Trent Marchuk to Withey Morris(Privately) : who from the city is on this call?
• I don’t believe a City representative was on the call.
18:26:41 From Tanis & Ambrose Earle to Withey Morris(Privately) : Doing any solar?
• No plans for solar. However, each unit follows energy efficient standards per building
materials and appliances. Residents can control this through there Vivint Smart
Home Technology Package.
Page 949
18:27:11 From georgebinghamii to Withey Morris(Privately) : What's the square footage again
on the three-bedroom I forgot to write it down. GNBII
• The three bedroom units are about 1,391 square feet, which is much larger than a
traditional apartment.
18:27:38 From Blake Peterson to Withey Morris(Privately) : does the management company
live on the property 24/7.
• They typically do not live on site. However, we have explored the option of having
the maintenance person living on site. In addition, a security company, Signal 88,
does drive throughs within and around the surrounding community.
18:27:46 From Zack Bruce Lindsay to Withey Morris(Privately) : Thank you :)
18:28:09 From georgebinghamii to Withey Morris(Privately) : THANK YOU! GNBII
18:28:13 From Tanis & Ambrose Earle to Withey Morris(Privately) : In summary, Tanis &
Ambrose Earle @ 3602 E Vineyard Rd are not in support. Thanks and good night.
18:29:21 From Bereket Gebre-Egziabher to Withey Morris(Privately) : Thank you!
Page 950
It has been over four months now since the below promise was made to the neighbors whereby
the Applicant committed to respond to all neighborhood questions submitted to the Development
Team. We appreciate that the Applicant committed to respond to the explicit questions asked
and not rephrase the questions as presented by the neighborhood.
By when should the neighbors expect to finally receive the Applicant's answers to the
neighborhood questions submitted on Jul 15, 2020?
Please note that we also continue to wait over four months for responses from the Applicant to
the additional questions outlined in the thread below.
Please advise,
Trent Marchuk
somosbuildbam.org
On Thu, Aug 6, 2020 at 1:12 PM Trent Marchuk
Thank you Enrique for confirming this thread is now part of the case file.
Hi Hannah,
Thank you for your response. We do appreciate the clarification that the Applicant has changed
their position and has committed to respond to all neighborhood questions submitted to the
Development Team. We appreciate that the Applicant will respond to the explicit questions
asked and not rephrase the questions as presented by the neighborhood. We also appreciate
the Applicant has shared the participant list.
We request greater facilitation of community discussion by the Applicant to address community
concerns and questions.
Regarding the participant list, Scott Curtis was introduced as part of the Development Team on
Jul 16, 2020 and is listed in the participant list. Can you tell us who Scott Curtis is? What
company does he belong to, what is his position, and what is his role and interest in this
project?
It is disappointing that the neighbors had to wait over two and a half weeks (Jul 16 to Aug 4) to
learn of the revisions to the original promises made by the Applicant to the Neighbors on
7/16/20. The fact we had to learn about them through our own follow-up weeks later, instead
of proactive engagement by the Applicant, compounds the Neighbors' disappointment. By
when should we expect to receive the Applicant's answers to the neighborhood questions
submitted on Jul 15, 2020, now over three weeks ago?
As of today, 3 weeks after the July 16 meeting, the neighbors have not yet received answers to
Page 951
our questions during the meeting nor have the promised neighborhood small group meetings
yet been scheduled. An email was received today from the Applicant to begin scheduling small
group meetings with the neighborhood. However, that meeting will not occur prior to the
SMVPC Information Presentation Meeting scheduled for Aug 11, 2020.
Although we appreciate that the Applicant is now willing to provide the 7/16 notes earlier than
with the Citizen Participation Report, it is disappointing that the Applicant promised those notes
and responses during the meeting and did not proactively notify the neighbors of the change in
plan for the release of said notes and answers. Thank you for course correcting and being
willing to make the notes and answer available "early". By when should the neighbors expect to
receive those notes and answers?
In summary, this thread seems to indicate a pattern that is counterproductive to the promised
iterative model between Applicant and Neighbors that was promised by the Applicant to occur
on and after July 16, 2020. If we misunderstand, we would appreciate an alternate
interpretation of the aforementioned concerns.
Respectfully submitted,
Trent Marchuk
On Tue, Aug 4, 2020 at 3:41 PM Hannah Bleam
Trent,
I wanted to give an update on this project. We are currently working on the answers to all
questions submitted to the development team. I believe there was some misunderstanding
previously. We are happy to provide answers to all questions, but some were duplicates on
the chat during the neighborhood meeting. However, we will provide answers (duplicate or
otherwise) to make sure all questions will be answered. In addition, we can put these
answers on the forms that they were submitted, but we will also have a FAQ brochure on our
website.
Also, I apologize for my previous comment that I could not get the attendee list. I did not
know one could access Zoom participants from previous meetings. Like many, I am still
learning all the virtual meeting software! I have attached the participant log with the names
of those who attended.
In addition, I am working on the minutes for that meeting and generally we would include
them in the Citizen Participation Report, but we will get those to you sooner, per your
request. We are happy to provide this information early.
Keep an eye out for an email this week to schedule a small group meeting, which we are
hoping to schedule for after the VPC meeting next week.
If there is anything else, do not hesitate to give me a call or send an email.
Page 952
Thank you!
Hannah Bleam, AICP
Land Use Planner
Withey Morris, PLC
2525 E. Arizona Biltmore Cir, Ste A-212
Phoenix, AZ 85016
Phone: 602-230-0600
This e-mail, and any attachment(s), is intended only for the person or entity to which it is addressed and
may contain information that is privileged, confidential or otherwise protected from disclosure.
Dissemination, distribution or copying of this e-mail or the information herein by anyone other than the
intended recipient, or an employee or agent responsible for delivering the message to the intended
recipient, is prohibited. If you have received this e-mail in error, please destroy the original message and all
copies.
From: Trent Marchuk
Sent: Saturday, August 1, 2020 2:04 PM
To: Hannah Bleam
Cc: Sandy Bawden
Subject: Re: South Mountain VPC informational meeting - August 11, 2020 at 6pm (r Z-35-20-
8 and GPA-SM-1-20-8)
+ Enrique to add the below to the case file for Z-35-20-8 and GPA-SM-1-20-8.
Hi Hannah,
Thank you for the reply and letting the neighborhood know, nearly two weeks after the July
16 meeting, that the approach promised by the Applicant's Representative during the
meeting has been significantly revised.
These two revisions are highly concerning, as outlined in the two items below, because they
give the appearance the Applicant is attempting to discourage public awareness and
discussion regarding this request.
Revision #1
Promise during the meeting: A written reply would be made by the Applicant's
Representative to the neighborhood's questions submitted on July 15, 2020. Subsequently,
it was acknowledged by the Applicant's representative during the 7/16 meeting, that the
Page 953
written responses would be then posted to the neighborhood website (somosbuildbam.org)
Revision to the promise: Per the below, the Applicant's Representative will post a FAQ
document on their website to provide answers to many of the questions received during the
neighborhood meeting and subsequently via email. (emphasis added)
Neighborhood Response: The Applicant's Representative's revised approach is appreciated
as a supplement to community outreach. However, it is an example of how the Applicant
appears to be insufficiently satisfying the Guidelines provided by the city in the memo
"REQUIRED NEIGHBORHOOD MEETINGS: LOCAL EMERGENCY GUIDELINES". Addressing
"many" of the unresolved concerns is not the same as addressing "any community concerns
or questions". Absent answering the questions as originally posed in their entirety, as
promised to the neighborhood by the Applicant's Representative on 7/16, the Applicant will
be answering their own questions and will not have answered the unresolved concerns of
the neighborhood. The same principle would apply for any unresolved concern posed during
subsequent meetings or in any email regarding this project.
Revision #2
Promise during the meeting: The community would be given "ample opportunity to be
heard", as stated by the Applicant's Representative on 7/16. Additionally, the attendee list,
notes, questions, and answers from the July 16 meeting would be provided to the neighbors
for our review following the meeting.
Revision to the promise: All meeting notes are provided in the Citizen Participation Plan
that will be submitted to the City of Phoenix 15 days prior to the first VPC meeting (for
recommendation), which has not yet been scheduled.
Neighborhood Feedback: By withholding key meeting information until required, per the
Planned Unit Development (PUD) Procedures Outline, the Applicant is both going back on
their word to the neighborhood and the question is opened as to whether they are following
the guidance provided in the REQUIRED NEIGHBORHOOD MEETINGS: LOCAL EMERGENCY
GUIDELINES since "Applicants are encouraged utilize as many resources and strategies as
possible to facilitate public awareness and discussion regarding the request." The revised
actions cited above accomplish the opposite. The neighborhood understands that the Local
Emergency Guidelines were put in place to accomplish the same goals of resolving
neighborhood unresolved concerns as allowed in following the normal PUD Procedure, not
as a way to bypass or delay resolving the neighborhood's unresolved concerns. Please advise
if the neighborhood misunderstands how the PUD Procedure has changed during COVID.
We hope Withey Morris will re-consider the above revisions and work with the neighborhood
in good faith.
Also, I do look forward to the small group meeting when it finally gets scheduled and
conducted.
Page 954
Thank you,
Trent Marchuk
On Wed, Jul 29, 2020 at 4:30 PM Hannah Bleam
Good afternoon Trent,
To answer your first two questions, the FAQ’s will incorporate the responses to the
questions asked at the neighborhood meeting via chat and the 7/15 document. Attached
are the chat questions that we received during the neighborhood meeting for your
reference. It saves from zoom in a text file, but you can copy and paste into a word
document easily. As noted we will be providing answers to these questions and the others
on our website and will let you know when that is posted. Unfortunately the zoom calls do
not save the attendee lists, but there are names on the chat (attached), so it gives you a
good idea of the residents who attended. But, I saw that there were roughly 46 people
who were participating on the call. All meeting notes are provided in the Citizen
Participation Plan that will be submitted to the City of Phoenix 15 days prior to the first
VPC meeting (for recommendation), which has not yet been scheduled.
Per the last question, I have three folks so far who have requested a small group meeting,
including you. I am working on finding a date that works for everyone. I will let those who
asked for a meeting know once we have a couple of date options to choose from that work
for everyone’s schedules. Stay tuned!
Also, if additional questions come in after the FAQs are posted online, then we are always
add more questions and answers to that list. We just want to start with the questions that
we have already received. But know it is a working document and resource.
As always, please call or email if you have any additional questions.
Thank you!
Hannah Bleam, AICP
Land Use Planner
Withey Morris, PLC
2525 E. Arizona Biltmore Cir, Ste A-212
Phoenix, AZ 85016
Phone: 602-230-0600
This e-mail, and any attachment(s), is intended only for the person or entity to which it is addressed and
may contain information that is privileged, confidential or otherwise protected from disclosure.
Dissemination, distribution or copying of this e-mail or the information herein by anyone other than the
Page 955
intended recipient, or an employee or agent responsible for delivering the message to the intended
recipient, is prohibited. If you have received this e-mail in error, please destroy the original message and
all copies.
From: Trent Marchuk
Sent: Wednesday, July 29, 2020 3:39 PM
To: Hannah Bleam
Cc: Sandy Bawden
Subject: Re: South Mountain VPC informational meeting - August 11, 2020 at 6pm
Thank you Hannah for letting us know about the informational presentation to SMVPC
currently scheduled for Aug 11.
We look forward to reviewing the FAQ document.
Please let us know when we should expect:
* the promised meeting notes, attendees, questions, and answers from the 7/16 meeting
* the promised written responses to the unresolved neighborhood concerns submitted
7/15
* any updates on the promised small group neighborhood meetings discussed on 7/16
Thank you,
Trent
On Wed, Jul 29, 2020 at 3:08 PM Hannah Bleam
Good afternoon all,
I just selected a few of you that have been engaged on this project. You will be receiving
notification letters and have likely seen the sign posted on the property already, but the
South Mountain VPC meeting has been scheduled for the rezoning and GPA case at
40th/Southern. This is an informational presentation only, and no recommendation will
be made. Public hearing dates have not yet been scheduled since we are still early in the
process. Just wanted to keep you posted on the next steps.
In addition, we are working on a FAQ document that will be posted on our website to
provide answers to many of the questions we had during our neighborhood meeting
and subsequently via email. I will let you know when that is posted online.
Thank you,
Hannah Bleam, AICP
Page 956
Land Use Planner
Withey Morris, PLC
2525 E. Arizona Biltmore Cir, Ste A-212
Phoenix, AZ 85016
Phone: 602-230-0600
This e-mail, and any attachment(s), is intended only for the person or entity to which it is addressed
and may contain information that is privileged, confidential or otherwise protected from disclosure.
Dissemination, distribution or copying of this e-mail or the information herein by anyone other than
the intended recipient, or an employee or agent responsible for delivering the message to the
intended recipient, is prohibited. If you have received this e-mail in error, please destroy the original
message and all copies.
Page 957
From: Trent Marchuk
To: hannah@witheymorris.com
Cc: Sandy Bawden; vanjacksonaz@gmail.com; Enrique A Bojorquez-Gaxiola
Subject: Re: South Mountain VPC informational meeting - August 11, 2020 at 6pm (r Z-35-20-8 and GPA-SM-1-20-8)
Date: Saturday, August 1, 2020 2:04:48 PM
+ Enrique to add the below to the case file for Z-35-20-8 and GPA-SM-1-20-8.
Hi Hannah,
Thank you for the reply and letting the neighborhood know, nearly two weeks after the July 16
meeting, that the approach promised by the Applicant's Representative during the meeting has
been significantly revised.
These two revisions are highly concerning, as outlined in the two items below, because they
give the appearance the Applicant is attempting to discourage public awareness and discussion
regarding this request.
Revision #1
Promise during the meeting: A written reply would be made by the Applicant's
Representative to the neighborhood's questions submitted on July 15, 2020
[docs.google.com]. Subsequently, it was acknowledged by the Applicant's representative
during the 7/16 meeting, that the written responses would be then posted to the neighborhood
website (somosbuildbam.org [somosbuildbam.org])
Revision to the promise: Per the below, the Applicant's Representative will post a FAQ
document on their website to provide answers to many of the questions received during the
neighborhood meeting and subsequently via email. (emphasis added)
Neighborhood Response: The Applicant's Representative's revised approach is appreciated
as a supplement to community outreach. However, it is an example of how the Applicant
appears to be insufficiently satisfying the Guidelines provided by the city in the memo
"REQUIRED NEIGHBORHOOD MEETINGS: LOCAL EMERGENCY GUIDELINES".
Addressing "many" of the unresolved concerns is not the same as addressing "any community
concerns or questions". Absent answering the questions as originally posed in their entirety,
as promised to the neighborhood by the Applicant's Representative on 7/16, the Applicant will
be answering their own questions and will not have answered the unresolved concerns of the
neighborhood. The same principle would apply for any unresolved concern posed during
subsequent meetings or in any email regarding this project.
Revision #2
Promise during the meeting: The community would be given "ample opportunity to be
heard", as stated by the Applicant's Representative on 7/16. Additionally, the attendee list,
notes, questions, and answers from the July 16 meeting would be provided to the neighbors for
our review following the meeting.
Revision to the promise: All meeting notes are provided in the Citizen Participation Plan
that will be submitted to the City of Phoenix 15 days prior to the first VPC meeting (for
recommendation), which has not yet been scheduled.
Neighborhood Feedback: By withholding key meeting information until required, per the
Page 958
Planned Unit Development (PUD) Procedures Outline, the Applicant is both going back on
their word to the neighborhood and the question is opened as to whether they are following the
guidance provided in the REQUIRED NEIGHBORHOOD MEETINGS: LOCAL
EMERGENCY GUIDELINES since "Applicants are encouraged utilize as many resources
and strategies as possible to facilitate public awareness and discussion regarding the request."
The revised actions cited above accomplish the opposite. The neighborhood understands that
the Local Emergency Guidelines were put in place to accomplish the same goals of resolving
neighborhood unresolved concerns as allowed in following the normal PUD Procedure, not as
a way to bypass or delay resolving the neighborhood's unresolved concerns. Please advise if
the neighborhood misunderstands how the PUD Procedure has changed during COVID.
We hope Withey Morris will re-consider the above revisions and work with the neighborhood
in good faith.
Also, I do look forward to the small group meeting when it finally gets scheduled and
conducted.
Thank you,
Trent Marchuk
On Wed, Jul 29, 2020 at 4:30 PM Hannah Bleam
Good afternoon Trent,
To answer your first two questions, the FAQ’s will incorporate the responses to the
questions asked at the neighborhood meeting via chat and the 7/15 document. Attached are
the chat questions that we received during the neighborhood meeting for your reference. It
saves from zoom in a text file, but you can copy and paste into a word document easily. As
noted we will be providing answers to these questions and the others on our website and will
let you know when that is posted. Unfortunately the zoom calls do not save the attendee
lists, but there are names on the chat (attached), so it gives you a good idea of the residents
who attended. But, I saw that there were roughly 46 people who were participating on the
call. All meeting notes are provided in the Citizen Participation Plan that will be submitted
to the City of Phoenix 15 days prior to the first VPC meeting (for recommendation), which
has not yet been scheduled.
Per the last question, I have three folks so far who have requested a small group meeting,
including you. I am working on finding a date that works for everyone. I will let those who
asked for a meeting know once we have a couple of date options to choose from that work
for everyone’s schedules. Stay tuned!
Also, if additional questions come in after the FAQs are posted online, then we are always
add more questions and answers to that list. We just want to start with the questions that we
have already received. But know it is a working document and resource.
Page 959
As always, please call or email if you have any additional questions.
Thank you!
Hannah Bleam, AICP
Land Use Planner
Withey Morris, PLC
2525 E. Arizona Biltmore Cir, Ste A-212
Phoenix, AZ 85016
Phone: 602-230-0600
[witheymorris.com]
This e-mail, and any attachment(s), is intended only for the person or entity to which it is addressed and may
contain information that is privileged, confidential or otherwise protected from disclosure. Dissemination,
distribution or copying of this e-mail or the information herein by anyone other than the intended recipient, or an
employee or agent responsible for delivering the message to the intended recipient, is prohibited. If you have
received this e-mail in error, please destroy the original message and all copies.
From: Trent Marchuk
Sent: Wednesday, July 29, 2020 3:39 PM
To: Hannah Bleam
Cc: Sandy Bawden
Subject: Re: South Mountain VPC informational meeting - August 11, 2020 at 6pm
Thank you Hannah for letting us know about the informational presentation to SMVPC
currently scheduled for Aug 11.
Page 960
We look forward to reviewing the FAQ document.
Please let us know when we should expect:
* the promised meeting notes, attendees, questions, and answers from the 7/16 meeting
* the promised written responses to the unresolved neighborhood concerns submitted 7/15
* any updates on the promised small group neighborhood meetings discussed on 7/16
Thank you,
Trent
On Wed, Jul 29, 2020 at 3:08 PM Hannah Bleam
Good afternoon all,
I just selected a few of you that have been engaged on this project. You will be receiving
notification letters and have likely seen the sign posted on the property already, but the
South Mountain VPC meeting has been scheduled for the rezoning and GPA case at
40th/Southern. This is an informational presentation only, and no recommendation will be
made. Public hearing dates have not yet been scheduled since we are still early in the
process. Just wanted to keep you posted on the next steps.
In addition, we are working on a FAQ document that will be posted on our website to
provide answers to many of the questions we had during our neighborhood meeting and
subsequently via email. I will let you know when that is posted online.
Thank you,
Page 961
Hannah Bleam, AICP
Land Use Planner
Withey Morris, PLC
2525 E. Arizona Biltmore Cir, Ste A-212
Phoenix, AZ 85016
Phone: 602-230-0600
This e-mail, and any attachment(s), is intended only for the person or entity to which it is addressed and may
contain information that is privileged, confidential or otherwise protected from disclosure. Dissemination,
distribution or copying of this e-mail or the information herein by anyone other than the intended recipient, or
an employee or agent responsible for delivering the message to the intended recipient, is prohibited. If you
have received this e-mail in error, please destroy the original message and all copies.
Page 962
From: Trent Marchuk
To: Enrique A Bojorquez-Gaxiola
Cc: Patty Mckinstry; Patty & Bruce McKinstry; Sandy Bawden; Karen Mischlispy & Sue Beyer; Van Jackson
Subject: Mtg Notes Beth Hintze & Trent Marchuk: 40th ST and Southern Ave. Z-25-20-8 and GPA-SM-1-20-8
Date: Tuesday, August 18, 2020 5:45:35 PM
Hi Enrique,
Please add this email to the case file for Z-35-20-8 and GPA-SM-1-20-8
In summary, I met with Beth Hintze directly on two occasions and we spoke about the PUD
and GPA referenced above. As the conversation was freeform, and it is customary for me to
consult with the other leaders of the resident collective prior to speaking for the collective, I
did mention to Beth that I could only speak for myself during these conversations and could
not represent somosbuildbam.org [somosbuildbam.org] during either conversation. Beth
acknowledged that distinction.
For the single family rental proposal to have any chance of support from the neighbors,
Beth was encouraged to work with the Developers to bring the PUD in compliance with
the vast majority of MUA.
Alternatively, Beth stated in terms of an ultimatum, that if the single family rental
proposal were not to be approved by the neighbors, she would pursue a charter school
on the s-1 parcel and high-density apartments (119 units) on the C-2 parcel
Trent encouraged Beth to review the reported stipulations on the C-2 parcel and the
resident collective would do the same
Trent emphasized that as long as Beth is operating within the rules that govern the land,
she will more than likely gain the collective's support - or at least likely not garner
significant opposition from the collective.
Beth left the conversation with two actions: 1) work with the Developer to bring the
single family rental proposal into MUA compliance and 2) bring forward a back-up
proposal to the single family rental option that is both in compliance with the governing
rules of the land and would not require neighborhood involvement
If Beth brings forward the above to Trent, Trent committed he would work with Beth to
communicate to the neighbors the two options of Beth's ultimatum.
Please note that, after consulting with the leaders of somosbuildbam.org [somosbuildbam.org]
and consistent with our mission, the resident collective would rather see the owner build out
the land to however she is able within the confines off the existing governing documents than
see the proposed single family rental community be built without complying to MUA. If Beth
is able to successfully bring the single family rental proposal into vast conformance to the
MUA, our disposition may change.
Below are the contemporaneous notes that I took relative to having spoken with Beth Hintze
over cell phone.
Date: Friday, Aug 14, 2020
Start Time: 11:01a
End Time: 12:16p
Beth's father purchased the land
He battled cancer
Page 963
He was a realtor who loved South Phoenix
Successfully developed a center in South Phoenix
He worked with neighbors, people got behind him, he fought and won
He desired similar for this property
Handed the keys to Jerry, Beth's husband
They have owned it for ~25 years
About Beth's family
11 children
the 8th child was born after her father passed away
Land had a home on it for awhile
Deal with Walgreens
Deal was handled by Beth's brothers
Walgreens had an option to buy the rest of the land
Built the Walgreens and left the option on the table
Was a citrus grove, walgreens tore down the house
Farmers worked the property, made no money, sunk money
A company came in with a vision for an office centric plan
Beth went to every neighbor, left notes
A neighbor said they wanted the "cotton center"
Worked with everyone, but the attorney quit
Beth was an art major, thought about being an architect
Neighbors screamed they want homes
One neighbor reportedly said "nothing will be built there"
Neighbors agreed to sq feet, but neighbors complained and changed their position
School/Apartments
Trent misrepresented Beth online
Trent said Beth was going to build retail or "whatever can be built"
Beth said she was going to build apartments not retail
Trent apologized and immediately corrected the somosbuildbam.org
[somosbuildbam.org] website
Beth stated she was going to build a charter school on the S-1 Parcel
Beth stated she was planning to build apartments (119 units) on the C-2 Parcel
Beth felt she was abandoning the neighbors, but felt the the neighborhood had
already abandoned her
Emphasized again she heard neighbors say the land should be homes
Single Family Rental
Brown Group came and offered the Single Family Rental proposal
She had them change the look (stucco and modern prior)
Believes neighbors want something built
It's frustrating to Beth that we aren't listening to those neighbors
Retail: not enough rooftops
If this doesn't' go through, Beth states she will have to sell to school and high
density apartments
How has Beth marketed the land?
Mark has been her realtor for the last 15 years
well-spoke business man
reaches out to everyone
there are just a couple of people who suppress development
Beth stated having knowledge of personal information about Trent
Wife's career ambitions
Page 964
Price paid for house
Note: this part of the conversation was perceived as awkward and
potentially threatening to Trent
Note: Trent kept all comments to Beth to the land, unless supporting her
sharing personal information about herself (ie, that must be tough raising 11
kids! after she shared that information)
Beth stated her understanding of MUA was not the vision Kate Gallego was
looking for
When pointed out MUA had been in existence for 20+ years, Beth wasn't
able to articulate what she intended, aside from mentioning something
about Section 8 housing
Trent didn't have enough information to pursue the subject further, aside
from Housing Phoenix - which the city says the relation to these parcels had
not yet been made public
We discussed the possibility of Beth speaking with other Land Advisors
Trent has connections to national players, but not one person in particular
Trent stated he has no financial interest in this development and his
connections don't desire financial interests as well
Trent stated his only interest is for the betterment of the community and to
see that dirt transformed as the owner, city, and neighbors would agree
Trent encouraged Beth to receive proposals from multiple land advisors,
inclusive and exclusive to Trent's contacts and make her own decision
Beth didn't want to throw her real estate agent under the bus
When mentioned he could remain involved, she stated she was under a
contract where she couldn't entertain other visions (non-solicit)
Trent agreed that her contract was to be respected and stated that if that
contract ended, he would encourage her to reach out to other land advisors
who would potentially better maximize the value of the land and meet the
neighbors' requirements
Beth stated she had spent over $100k on the land and that the taxes were
too much to carry.
Beth stated she would give away the land if she could, but the other owner's
won't allow that to happen
Beth's Ultimatum
Beth stated she would put forward an ultimatum to the neighbors: either the
Single Family Rental project would be approved or she would sell to the
charter school and high density apartments
Beth stated she preferred the single family rental and believed the neighbors
would as well
Conclusion
Beth and Trent agreed to meet on Monday at 11a to discuss framing the
ultimatum to the neighborhood
Trent encouraged Beth to be open to changes to the single family rental
proposal to bring it inline with MUA as a possible avenue to get that option
approved by the neighbors
Date: Monday , Aug 17, 2020
Start Time: 10:02a
End Time: 10:38a
Page 965
Initial Pleasantries
Beth and Trent exchanged initial pleasantries about the prior weekend
The conversation maintained a cordial, professional tone (as did the prior
conversation) throughout the duration
Follow-up and Intent
Trent shared that he contacted Enrique following the conversation on Friday to
follow-up on some of the items
Trent stated that his intent and purpose is to understand the rules and ensure that
he and the resident collective play by the rules, and attempt to hold the city and
the property owner to the same standard
Trent stated that he doesn't see the point in obfuscating information as all relevant
information is objective and we are seeking for an objective solution
General Learnings
Trent shared with Beth that she was right on Friday on the following accounts
She is free to develop the land as she sees fit within the existing Planning
and Development standards for the parcels
Both parcels were indeed also governed by the BAOD, but are not
governed by the MUA
If there are any proposed changes to the land use, that is when the MUA
can become applicable to the land use
S-1 Property
Beth is right that she can likely develop a school on the S-1 parcel without much
obstruction
Enrique was not 100% certain if it applied to charter schools, but was going to
follow up
Note: Enrique has since confirmed Beth can build a charter school on S-1
without any zoning changes
Beth was also right that schools have a lot of latitude and can receive a lot of
variances to the zoning rules, so may not be bound by S-1 or BAOD if a school is
built
C-2 Property
Trent informed Beth that the property to the north, under normal conditions, could
be zoned for R-3 and for apartment land use
However, Trent informed Beth that the current C-2 parcel reportedly has
stipulations upon it from the Walgreens era that potentially preclude apartments
Trent informed Beth there is a process to remove the stipulations, but it would
require neighborhood involvement and new stipulations could be placed upon the
land as a result, including MUA requirements
Beth said she did not believe that assessment.
She stated the city had told her that she could build apartments on the C-2.
She stated Enrique was inexperienced and she was going to call him.
Trent encouraged Beth to call Enrique
Trent also stated he had requested the stipulations so he could evaluate what
they actually said, as Trent does not know firsthand what the stipulations
state
Note: Since the phone call, Trent has submitted a public records
release for the stipulations
Single Family Rental Option
Trent encouraged Beth to re-visit the Single Family Rental option with the
Page 966
developers and modify it to comply with MUA
Beth said she believed that option already paid sufficient homage to the MUA
Not only flower stand, but flowers would be planted around the property
The facades of the houses were "definitely MUA"
"Lots of" grass and open space
Trent encouraged Beth to focus on the design and development standards as the
gauge as to whether the proposal is MUA, highlighting multiple areas of failure of
the PUD relative to the MUA from his opposition statement on Aug 11
Trent mentioned that the design and development standards are what get built to
and the facade and proposed flowers aren't promised when shovels hit the ground
Beth said she would personally ensure the character of the homes would be
MUA
Beth said she believed that the architectural elements would be part of the
PUD and binding to the developer
Trent questioned her ability to enforce the above two points, but conceded
they had ventured outside of his knowledge area to state definitively one
way or another
Beth reinforced that she was trying to give the neighbors something better
than was already there
Trent agreed that the single family rental would be better looking than dirt,
chain link fence, and weeds - but reminded Beth that is not the bar
Trent reiterated that the bar is, at least for the proposed PUD, complying
with the BAOD and MUA district design and development standards
Trent signaled willingness to compromise on some elements of the
MUA
However, Trent said the vast majority of the PUD should be in
compliance with the MUA
Framing an Option to the Neighbors
Trent and Beth agreed that framing a choice to the neighbors would be a positive
next step
Single Family Rental
For this to have any chance of support from the neighbors, Beth was
encouraged to work with the Developers and bring the PUD in
compliance with the vast majority of MUA
School/Apartments
This is Beth's fallback option
She does not believe she will need neighbor support to build
apartments
However, if the existing stipulations state otherwise, it is unknown
how she would proceed
Trent signaled to Beth that if she attempts to remove the stipulations,
the process would go through a Zoning Officer and likely the
Village.
In both cases the neighbors would have a say, and the
neighbors would attempt to introduce MUA stipulations
Trent reminded Beth that 5 village planning committee
members, including the chair, stated the Single Family Rental
project was a good project in the wrong location and one in
particular stated a preference for 2.3 du/acre max
Trent stated that somosbuildbam.org [somosbuildbam.org] has
Page 967
not coordinated with the village and does not plan to do so, but
noted that we are aligned philosophically with some of the
committee members and chair
Beth could still choose to develop the C-2 parcel within the confines
of the stipualtions, C-2, and the BAOD. If she went this route, Beth
could indeed do so without neighbor involvement.
Beth mentioned the possibility of gun stores, a large QT gas
station, or other options she considered to be undesirable to the
neighbors
Undefined Option #3
If apartments are not able to go onto the C-2 parcel, and she desires
to remove the stipulations, it is yet to be seen what Beth's third option
would be or if the school remains still a viable stand-alone option
If the branches of the decision tree are pruned to this extent, Trent
reiterated that Beth may want to be open to speaking with other land
advisors - assuming she would be out of her existing contract at this
stage
Beth reiterated that she was not supportive of any other option than
the two above
Conclusion
Trent stated to Beth that the desire of the resident collective is for the land to be
developed
Trent stated that development will be pursued under the existing governing rules
and conditions
Trent reiterated his desire to help Beth navigate said rules
Trent stated that if Beth is able to develop the land however she deems fit using
the rules, then she will very likely garner Trent's support and the support of the
collective
Trent emphasized that once he or the collective strays from the governing rules,
he and the collective stand to lose significant credibility and their position
becomes significantly weakened in front of the City
Beth was encouraged by Trent to operate within the rules to find a workable
solution
Thank you,
Trent Marchuk
Page 968
From: Trent Marchuk
To: Ellie McMillan
Cc: FABIOLA MARQUEZ; Sean Kelly; Van Jackson; chrisgolson1960@yahoo.com; fiveofnine@cox.net;
ivoryhoofranch@gmail.com; mahagerty14@gmail.com; suebowman45@yahoo.com; Enrique A Bojorquez-
Gaxiola; somosbuildbam@gmail.com
Subject: Re: Zoom meeting regarding project at 40th St & Southern Ave
Date: Tuesday, August 11, 2020 11:35:15 PM
+Enrique - Please add the below to the case files for Z-35-20-8 and GPA-SM-1-20-8
Hi Ellie,
The SMVPC informational presentation meeting was this evening and we do appreciate
Withey Morris, especially Jason Morris, doing their best to bridge the gaps between the
Applicant and the Neighbors.
On July 15, 2020, the neighbors provided pointed questions and feedback on the proposed
PUD.
On July 16, additional feedback was given by at least 40 neighborhood residents who joined
the Applicant's presentation.
The case file shows additional questions and follow-ups remained largely unresolved.
Unfortunately, on Aug 11, none of the neighborhood feedback was incorporated into the
presentation to the SMVPC.
Additionally, it was shown that the proposed PUD fails - nearly ubiquitously - the three
documents that guide planning and development for these two parcels.
Therefore, it is the recommendation of the resident collective somosbuildbam.org
[somosbuildbam.org] that the neighbors no longer attend any small group neighborhood
meetings meant to address the "single family rental community at 40th & Southern" until or
unless significant revisions are made to align to the three primary documents that guide
planning and development in our community.
Please accept this email as my personal withdrawal from further discussions under said
conditions.
If the proposal fundamentally changes, or the Applicant would like to discuss viable
alternatives, the proverbial door remains open.
Respectfully,,
Trent Marchuk
somosbuildbam.org [somosbuildbam.org]
On Sat, Aug 8, 2020 at 8:52 PM Trent Marchuk
+Fabiola
Fabiola says either the 17th or the 20th works for her and her husband Alonso.
Page 969
-Trent
On Fri, Aug 7, 2020 at 9:09 AM Trent Marchuk
+Sean
Van says any day works
Sean and I both prefer Aug 20.
-Trent
On Fri, Aug 7, 2020 at 8:57 AM Ellie McMillan
Good morning,
I’m circling back regarding my email from yesterday. I have been asked to remove
August 10th as an option, so please take a look at the remaining dates/start times and let
me know all options that work with your availability:
Mon. August 17th – 6:00pm, 6:30pm, 7:00pm
Tues. August 18th – 6:00pm, 6:30pm, 7:00pm
Thurs. August 20th – 6:00pm, 6:30pm, 7:00pm
Thank you,
Ellie McMillan
Withey Morris, PLC
2525 E. Arizona Biltmore Circle, Ste A-212
Phoenix, AZ 85016
602-230-0600 Main
602-346-4617 Direct
Page 970
[witheymorris.com]
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privileged, confidential or otherwise protected from disclosure. Dissemination, distribution or copying of this e-mail or the information
herein by anyone other than the intended recipient, or an employee or agent responsible for delivering the message to the intended recipient,
is prohibited. If you have received this e-mail in error, please destroy the original message and all copies.
From: Ellie McMillan
Sent: Thursday, August 6, 2020 10:34 AM
To: trentchristopher@gmail.com; fiveofnine@cox.net; mahagerty14@gmail.com;
chrisgolson1960@yahoo.com; suebowman45@yahoo.com; ivoryhoofranch@gmail.com
Subject: Zoom meeting regarding project at 40th St & Southern Ave
Good morning,
I have been asked to coordinate an evening Zoom meeting with you in regards to our
project at 40th Street and Southern Avenue. Please let me know which date and start
time works best with your availability:
Mon. August 10th – 6:00pm, 6:30pm, 7:00pm
Mon. August 17th – 6:00pm, 6:30pm, 7:00pm
Tues. August 18th – 6:00pm, 6:30pm, 7:00pm
Thurs. August 20th – 6:00pm, 6:30pm, 7:00pm
Thank you,
Ellie McMillan
Withey Morris, PLC
2525 E. Arizona Biltmore Circle, Ste A-212
Page 971
Phoenix, AZ 85016
602-230-0600 Main
602-346-4617 Direct
[witheymorris.com]
This e-mail, and any attachment(s), is intended only for the person or entity to which it is addressed and may contain information that is
privileged, confidential or otherwise protected from disclosure. Dissemination, distribution or copying of this e-mail or the information
herein by anyone other than the intended recipient, or an employee or agent responsible for delivering the message to the intended recipient,
is prohibited. If you have received this e-mail in error, please destroy the original message and all copies.
Page 972
From: Trent Marchuk
To: hannah@witheymorris.com
Cc: Sandy Bawden; vanjacksonaz@gmail.com; Enrique A Bojorquez-Gaxiola
Subject: Re: South Mountain VPC informational meeting - August 11, 2020 at 6pm (r Z-35-20-8 and GPA-SM-1-20-8)
Date: Thursday, August 6, 2020 1:13:08 PM
Thank you Enrique for confirming this thread is now part of the case file.
Hi Hannah,
Thank you for your response. We do appreciate the clarification that the Applicant has
changed their position and has committed to respond to all neighborhood questions submitted
to the Development Team. We appreciate that the Applicant will respond to the explicit
questions asked and not rephrase the questions as presented by the neighborhood. We also
appreciate the Applicant has shared the participant list.
We request greater facilitation of community discussion by the Applicant to address
community concerns and questions.
Regarding the participant list, Scott Curtis was introduced as part of the Development Team
on Jul 16, 2020 and is listed in the participant list. Can you tell us who Scott Curtis is? What
company does he belong to, what is his position, and what is his role and interest in this
project?
It is disappointing that the neighbors had to wait over two and a half weeks (Jul 16 to Aug 4)
to learn of the revisions to the original promises made by the Applicant to the Neighbors on
7/16/20. The fact we had to learn about them through our own follow-up weeks later, instead
of proactive engagement by the Applicant, compounds the Neighbors' disappointment. By
when should we expect to receive the Applicant's answers to the neighborhood questions
submitted on Jul 15, 2020, now over three weeks ago?
As of today, 3 weeks after the July 16 meeting, the neighbors have not yet received answers to
our questions during the meeting nor have the promised neighborhood small group meetings
yet been scheduled. An email was received today from the Applicant to begin scheduling
small group meetings with the neighborhood. However, that meeting will not occur prior to
the SMVPC Information Presentation Meeting scheduled for Aug 11, 2020.
Although we appreciate that the Applicant is now willing to provide the 7/16 notes earlier than
with the Citizen Participation Report, it is disappointing that the Applicant promised those
notes and responses during the meeting and did not proactively notify the neighbors of the
change in plan for the release of said notes and answers. Thank you for course correcting
and being willing to make the notes and answer available "early". By when should the
neighbors expect to receive those notes and answers?
In summary, this thread seems to indicate a pattern that is counterproductive to the promised
iterative model between Applicant and Neighbors that was promised by the Applicant to occur
on and after July 16, 2020. If we misunderstand, we would appreciate an alternate
interpretation of the aforementioned concerns.
Respectfully submitted,
Trent Marchuk
Page 973
On Tue, Aug 4, 2020 at 3:41 PM Hannah Bleam
Trent,
I wanted to give an update on this project. We are currently working on the answers to all
questions submitted to the development team. I believe there was some misunderstanding
previously. We are happy to provide answers to all questions, but some were duplicates on
the chat during the neighborhood meeting. However, we will provide answers (duplicate or
otherwise) to make sure all questions will be answered. In addition, we can put these
answers on the forms that they were submitted, but we will also have a FAQ brochure on
our website.
Also, I apologize for my previous comment that I could not get the attendee list. I did not
know one could access Zoom participants from previous meetings. Like many, I am still
learning all the virtual meeting software! I have attached the participant log with the names
of those who attended.
In addition, I am working on the minutes for that meeting and generally we would include
them in the Citizen Participation Report, but we will get those to you sooner, per your
request. We are happy to provide this information early.
Keep an eye out for an email this week to schedule a small group meeting, which we are
hoping to schedule for after the VPC meeting next week.
If there is anything else, do not hesitate to give me a call or send an email.
Thank you!
Hannah Bleam, AICP
Land Use Planner
Withey Morris, PLC
2525 E. Arizona Biltmore Cir, Ste A-212
Phoenix, AZ 85016
Page 974
Phone: 602-230-0600
[witheymorris.com]
This e-mail, and any attachment(s), is intended only for the person or entity to which it is addressed and may
contain information that is privileged, confidential or otherwise protected from disclosure. Dissemination,
distribution or copying of this e-mail or the information herein by anyone other than the intended recipient, or an
employee or agent responsible for delivering the message to the intended recipient, is prohibited. If you have
received this e-mail in error, please destroy the original message and all copies.
From: Trent Marchuk
Sent: Saturday, August 1, 2020 2:04 PM
To: Hannah Bleam
Cc: Sandy Bawden
Subject: Re: South Mountain VPC informational meeting - August 11, 2020 at 6pm (r Z-
35-20-8 and GPA-SM-1-20-8)
+ Enrique to add the below to the case file for Z-35-20-8 and GPA-SM-1-20-8.
Hi Hannah,
Thank you for the reply and letting the neighborhood know, nearly two weeks after the July
16 meeting, that the approach promised by the Applicant's Representative during the
meeting has been significantly revised.
These two revisions are highly concerning, as outlined in the two items below, because they
give the appearance the Applicant is attempting to discourage public awareness and
discussion regarding this request.
Page 975
Revision #1
Promise during the meeting: A written reply would be made by the Applicant's
Representative to the neighborhood's questions submitted on July 15, 2020. Subsequently, it
was acknowledged by the Applicant's representative during the 7/16 meeting, that the
written responses would be then posted to the neighborhood website (somosbuildbam.org)
Revision to the promise: Per the below, the Applicant's Representative will post a FAQ
document on their website to provide answers to many of the questions received during the
neighborhood meeting and subsequently via email. (emphasis added)
Neighborhood Response: The Applicant's Representative's revised approach is appreciated
as a supplement to community outreach. However, it is an example of how the Applicant
appears to be insufficiently satisfying the Guidelines provided by the city in the memo
"REQUIRED NEIGHBORHOOD MEETINGS: LOCAL EMERGENCY GUIDELINES".
Addressing "many" of the unresolved concerns is not the same as addressing "any
community concerns or questions". Absent answering the questions as originally posed in
their entirety, as promised to the neighborhood by the Applicant's Representative on 7/16,
the Applicant will be answering their own questions and will not have answered the
unresolved concerns of the neighborhood. The same principle would apply for any
unresolved concern posed during subsequent meetings or in any email regarding this
project.
Revision #2
Promise during the meeting: The community would be given "ample opportunity to be
heard", as stated by the Applicant's Representative on 7/16. Additionally, the attendee list,
notes, questions, and answers from the July 16 meeting would be provided to the neighbors
for our review following the meeting.
Revision to the promise: All meeting notes are provided in the Citizen Participation Plan
that will be submitted to the City of Phoenix 15 days prior to the first VPC meeting (for
recommendation), which has not yet been scheduled.
Neighborhood Feedback: By withholding key meeting information until required, per the
Planned Unit Development (PUD) Procedures Outline, the Applicant is both going back on
their word to the neighborhood and the question is opened as to whether they are following
the guidance provided in the REQUIRED NEIGHBORHOOD MEETINGS: LOCAL
EMERGENCY GUIDELINES since "Applicants are encouraged utilize as many resources
and strategies as possible to facilitate public awareness and discussion regarding the
request." The revised actions cited above accomplish the opposite. The
neighborhood understands that the Local Emergency Guidelines were put in place to
Page 976
accomplish the same goals of resolving neighborhood unresolved concerns as allowed in
following the normal PUD Procedure, not as a way to bypass or delay resolving the
neighborhood's unresolved concerns. Please advise if the neighborhood misunderstands
how the PUD Procedure has changed during COVID.
We hope Withey Morris will re-consider the above revisions and work with the
neighborhood in good faith.
Also, I do look forward to the small group meeting when it finally gets scheduled and
conducted.
Thank you,
Trent Marchuk
On Wed, Jul 29, 2020 at 4:30 PM Hannah Bleam
Good afternoon Trent,
To answer your first two questions, the FAQ’s will incorporate the responses to the
questions asked at the neighborhood meeting via chat and the 7/15 document. Attached
are the chat questions that we received during the neighborhood meeting for your
reference. It saves from zoom in a text file, but you can copy and paste into a word
document easily. As noted we will be providing answers to these questions and the others
on our website and will let you know when that is posted. Unfortunately the zoom calls do
not save the attendee lists, but there are names on the chat (attached), so it gives you a
good idea of the residents who attended. But, I saw that there were roughly 46 people who
were participating on the call. All meeting notes are provided in the Citizen Participation
Plan that will be submitted to the City of Phoenix 15 days prior to the first VPC meeting
(for recommendation), which has not yet been scheduled.
Per the last question, I have three folks so far who have requested a small group meeting,
including you. I am working on finding a date that works for everyone. I will let those
who asked for a meeting know once we have a couple of date options to choose from that
work for everyone’s schedules. Stay tuned!
Also, if additional questions come in after the FAQs are posted online, then we are always
add more questions and answers to that list. We just want to start with the questions that
Page 977
we have already received. But know it is a working document and resource.
As always, please call or email if you have any additional questions.
Thank you!
Hannah Bleam, AICP
Land Use Planner
Withey Morris, PLC
2525 E. Arizona Biltmore Cir, Ste A-212
Phoenix, AZ 85016
Phone: 602-230-0600
This e-mail, and any attachment(s), is intended only for the person or entity to which it is addressed and may
contain information that is privileged, confidential or otherwise protected from disclosure. Dissemination,
distribution or copying of this e-mail or the information herein by anyone other than the intended recipient, or
an employee or agent responsible for delivering the message to the intended recipient, is prohibited. If you
have received this e-mail in error, please destroy the original message and all copies.
From: Trent Marchuk
Sent: Wednesday, July 29, 2020 3:39 PM
To: Hannah Bleam
Cc: Sandy Bawden
Subject: Re: South Mountain VPC informational meeting - August 11, 2020 at 6pm
Thank you Hannah for letting us know about the informational presentation to SMVPC
Page 978
currently scheduled for Aug 11.
We look forward to reviewing the FAQ document.
Please let us know when we should expect:
* the promised meeting notes, attendees, questions, and answers from the 7/16 meeting
* the promised written responses to the unresolved neighborhood concerns submitted 7/15
* any updates on the promised small group neighborhood meetings discussed on 7/16
Thank you,
Trent
On Wed, Jul 29, 2020 at 3:08 PM Hannah Bleam
Good afternoon all,
I just selected a few of you that have been engaged on this project. You will be
receiving notification letters and have likely seen the sign posted on the property
already, but the South Mountain VPC meeting has been scheduled for the rezoning and
GPA case at 40th/Southern. This is an informational presentation only, and no
recommendation will be made. Public hearing dates have not yet been scheduled since
we are still early in the process. Just wanted to keep you posted on the next steps.
In addition, we are working on a FAQ document that will be posted on our website to
provide answers to many of the questions we had during our neighborhood meeting and
subsequently via email. I will let you know when that is posted online.
Thank you,
Page 979
Hannah Bleam, AICP
Land Use Planner
Withey Morris, PLC
2525 E. Arizona Biltmore Cir, Ste A-212
Phoenix, AZ 85016
Phone: 602-230-0600
This e-mail, and any attachment(s), is intended only for the person or entity to which it is addressed and
may contain information that is privileged, confidential or otherwise protected from disclosure.
Dissemination, distribution or copying of this e-mail or the information herein by anyone other than the
intended recipient, or an employee or agent responsible for delivering the message to the intended recipient,
is prohibited. If you have received this e-mail in error, please destroy the original message and all copies.
Page 980
Z-35-20-8 and GPA-SM-1-20-8
From: Sandy Bawden
To: Enrique A Bojorquez-Gaxiola
Cc: Samantha Keating; Trent Marchuk; Patty & Bruce McKinstry; Karen Mischlispy & Sue Beyer; Van Jackson
Subject: Long Range Planning Meeting with BHRE (Z-25-20-8 and GPA-SM-1-20-8)
Date: Thursday, August 6, 2020 12:51:39 PM
Hi Enrique,
Thank you for your response yesterday, August 5. We kindly request this thread be added to the case file.
Given your response, we have the following additional questions and requests:
We kindly request the records notifying the residents of the Neighborhood Meeting on 7/16 for both Z-25-20-8 and GPA-SM-1-20-
8.
Given the neighbor's prior submitted concerns, we request the City to conduct an investigation into the notification process while
the neighbors also review the documentation.
If the Applicant is found to have not properly complied to the PDD Required Neighborhood Meeting Local Emergency Guidelines,
will the outcome be substantially similar too if they did not comply with the notification requirements?
We request the city to review our concerns below as to whether both the Letter and the Spirit of the Emergency Guidelines have been
fulfilled. Our lay disposition is that the Guidelines were not followed.
Please investigate, factoring in our observations below, whether the Applicant has acted in good faith and fair dealings with the City
and the residents relative to the PDD Required Neighborhood Meeting Local Emergency Guidelines
Given the next public meeting is in less than 14 days away, how would the outcome of any potential procedural deficiencies be
handled?
The below observations are couched within the PDD Required Neighborhood Meetings: Local Emergency Guidelines.
(https://www.phoenix.gov/pddsite/Documents/PDD_Required%20Neighbohrood%20Meeting_Local%20Emergency%20Guidelines_4.17.20.pdf)
The neighborhood believes these guidelines have not been adhered to by the applicant - during the July 16, 2020 virtual meeting and
leading up to the first public meeting currently scheduled for Aug 11, 2020. We believe that there is a strong possibility that the
Applicant is exploiting the COVID situation to the detriment of the residents and neighbors and request the City to investigate.
If the Local Emergency Guidelines have not been followed, we question whether the July 16, 2020 meeting formally counts as the
official Neighborhood meeting and whether the Aug 11 informational presentation meeting to the SMVPC is timed appropriately.
Issue#1:
PDD Guideline states: "ADA Compliance... The applicant must make appropriate accommodations to individuals with
disabilities."
Response#1
At 11:06a on 7/16, Withey Morris stated: “We will use the raise hand function on Zoom when facilitating the question and
answer session to know who wishes to speak.”
At 5:30p oin 7/16 , during the virtual meeting, Withey Morris arbitrarily changed the rules; they kept all 45 participants on
mute and required us to type our questions in the chat feature and privately send them to Withey Morris.
This abrupt change did not allow sufficient time for neighbors to seek accommodations for their disabilities.
Neighbors stated that
they could not type and listen simultaneously due to varying physical and cognitive limitations
they could not submit their questions in the timeframe allowed due to varying physical and cognitive limitations
they were not able to move to devices that would allow for them to type their questions to the Applicant
context behind the questions was severely curtailed, which impeded neighbors' comprehension due to, among
other things, cognitive limitations (tone, who was asking, and whether the question was the actual question
asked or a paraphrased version, etc)
they have not been able to, as an accommodation to those with physical or cognitive limitations, review notes or
responses to the questions during the meeting, as of Aug 5, 2020
they were not able to share their concerns through presentation, exhibits, or other audio-visual means to
supplement their physical or cognitive limitations
Issue #2
PDD Guidelines state "The Citizen Participation Report shall be submitted a minimum of 14 days prior to the first public
meeting or hearing and will be included in the information provided to the committee or hearing officer.
Response #2
The scheduled activity before the SMVPC on Aug 11, 2020 has been referred to as " South Mountain VPC informational
meeting" by the Applicant.
All SMVPC meetings are considered public.
Therefore, per the Guidelines cited above, should the Citizens Participation Report be submitted to the committee 14 days
prior to this first public meeting?
Issue #3
The PDD Guidelines state that "all copies of any comments received by the applicant on their website and at the meeting,
or through any other means of communication with the public, shall be included in a Citizen Participation Report."
Response #3
In an email received from the Applicant on Aug 4, 2020 (included in the case file), it states that the Citizen Participation
Report is a future activity.and has not yet been completed.
Page 981
Therefore, as of Aug 4, the Citizen Participation report has not been completed nor submitted
Issue #4
The PDD Guidelines state that "While these guidelines offer an alternative approach during the Local Emergency
declaration, all applicants should at a minimum be following established standards in an attempt to address any community
concerns or questions."
Response #4
Would Steve Hambrick's directions regarding virtual meetings posted via video on the City PPD website count as
"established standards"? If so, he advocated that participants may be recognized and called on to weigh in during the
virtual meetings. He also advocated for participants to be able to share their video and screens to facilitate dialogue.
During the meeting on July 16, 2020, the Applicant did not follow these established standards.
On July 15, 2020, the neighbors submitted questions to the Applicant. As of Aug 5, 2020, the Applicant has not provided a
response, despite promising the neighbors a response on July 16, 2020. This would seem to indicate that the Applicant is
not "attempting to address any community concerns or questions."
During the July 16 meeting, the Applicant promised to respond to all questions posed during the meeting. As of Aug 5,
2020, the Applicant has not responded to those questions. This would seem to indicate that the Applicant is not
"attempting to address any community concerns or questions."
Therefore, we request the City to investigate whether the Applicant is adhering to the PDD Required Neighborhood Meeting Local Emergency
Guidelines - in good faith and in fair dealings, especially as relates to our stated Americans with Disabilities Act (ADA) concerns. The
neighbors are concerned with any semblance of perception that the Guidelines have been manipulated by the Applicant to the detriment of the
neighbors.
Thank you,
Sandy Bawden
Trent Marchuk
Patty McKinstry
Karen Mischlispy
Van Jackson
Page 982
Attachment C
Village Planning Committee Meeting Summary
Z-35-20-8
Date of VPC Meeting March 9, 2021
February 9, 2021(Continued to March 9, 2021)
November 10, 2020 (Information Only)
August 11, 2020 (Information Only)
Request From S-1 BAOD, C-2 BAOD
Request To PUD BAOD
Proposed Use Residential (including multifamily) and other permitted
uses in the Mixed Use Agricultural District.
Location Approximately 340 feet west of the southwest corner of
40th Street and Southern Avenue
VPC Recommendation Denial
VPC Vote 12-7; Matthew Aguilar, Kassandra Alvarez, George
Brooks, Lee Coleman, Joseph Larios, Fatima Said and
Jennifer Tunning in dissent.
VPC DISCUSSION & RECOMMENDED STIPULATIONS:
56 requests to speak from members of the public were received regarding these
two cases. 25 members in opposition and 31 members of the public in support.
Mr. Enrique Bojorquez, staff, introduced himself and provided a joint presentation
on these two cases. He discussed the location plus context of the site, modern
history of the area, gave an overview of the Baseline Area Master Plan (BAMP),
Mixed Use Agricultural (MUA) zoning district and Baseline Area Overlay District
(BAOD). He discussed the 2015 General Plan and other policy documents, followed
by describing transportation, shopping, educational and recreation opportunities in
the area. The existing and requested general plan land use designations under
case GPA-SM-1-20-8 were discussed, in addition to the proposed PUD BAOD
zoning requested. A summary of the Sanctuary at South Mountain PUD under case
Z-35-20-8 was provided, including permitted uses, site plan elements, access and
circulation, open space, and conceptual building elevations. He concluded the
presentation by providing a staff recommendation on both cases and describing the
proposed stipulations for case Z-35-20-8, as presented in the staff report.
Page 983
Mr. Jason Morris, with Withey Morris, introduced himself as the applicant and
discussed the subject site, including the site selection. He discussed the existing
uses and zoning along the intersection of 40th Street and Southern Avenue. An
overview of the zoning history of the property and MUA land use designation plus
context was provided. He discussed the proposed site plan, noting changes done
after the initial submittal of the PUD case. He discussed the general plan
amendment request and referenced the Phoenix General Plan. It was noted that 3
residential units would be provided as part of the project limited to 50 percent rent
for single-parents, medical workers, formerly incarcerated individuals and teachers
in the South Mountain area. The waiving of application fees for those that live and
work in the South Mountain Village, plus alternatives to traditional background
checks would be offered to potential renters. The Housing Phoenix Plan was
discussed, then noting support for these cases. He concluded by providing an
overview of community outreach efforts conducted and addressed some of the
concerns raised to the proposal.
Tamala Daniels loves the look and feel of the project but feels that this location is
not appropriate for the area.
Marcia Busching asked if the applicant was willing to stipulate or add to the PUD
the housing elements described in the presentation pertaining to rent caps, fee
waivers and alternative background checks.
Mr. Morris agreed with adding these as stipulations to the proposal.
Mr. Bojorquez, staff, noted that unfortunately these housing elements cannot be
enforced by the city of Phoenix as stipulations part of the PUD case.
Gene Holmerud asked why the land zoned S-1 to the southwest of the site is not
part of this development.
Mr. Morris responded that this land is not controlled by his client at the moment.
Greg Brownell asked the following questions:
• If this property was actually MUA, why would a general plan amendment be
needed?
• Why not develop the existing site under the existing zoning and why not work
with the community?
• Why not develop the existing land use envisioned by the general plan here?
Mr. Morris discussed the community outreach conducted and the meetings held
with Councilman Garcia and the community. He discussed the proposal by the
Bartlett Heard community shared with him.
Page 984
Shelly Smith discussed the location of the site and asked why the site needs to be
buffered from adjacent uses and existing neighborhoods.
Mr. Morris discussed an example of a similar community in the Tramonto PCD.
Twanna Ray asked for clarification on the number of units subject to the proposed
reduced rent.
Mr. Morris answered that 3 units would qualify for the reduced rent in all of the
development.
Trent Marchuk asked the following questions:
• What specific Phoenix Housing Policy Initiative(s) does this project advance?
• Can you confirm the 251 signatures submitted in support are legitimate?
Mr. Morris responded that the project brings housing that is affordable to the area
and confirmed the information submitted to the committee was accurate.
Trent Marchuk responded that the City of Phoenix represented to the residents
that no specific Phoenix Housing Policy Initiative is advanced through this project,
referencing an email dated Dec 17, 2020.
Matthew Aguilar asked for a clarification on the presentation provided.
Chairwoman Trites opened the public comment portion of the meeting.
22 members of the public in opposition to these cases donated time to Patty
McKinstry to speak on their behalf. One member of the public donated time to
Robert Underwood to speak in opposition to these cases on his behalf. One
member of the public, Bereket Gebre, did not register to speak in opposition ahead
of the meeting but provided comments during the meeting.
Patty McKinstry, property owner in the area, introduced herself and asked to
provide a presentation to the committee. She mentioned that Somos Build BAM is a
pro-development neighborhood collective, listing the number of projects supported
in the recent past. She discussed the number of signatures gather in opposition to
these two cases from both the South Mountain and Laveen Villages. Three main
unresolved concerns remain with the proposal pertaining to density, density
transition and precedent to the Baseline Area Master Plan. The Bartlett Heard
Ranch Estates neighborhood is racially diverse, representing in its households five
different races. She concluded by stating that the proposed general plan
amendment needs to stop.
Robert Underwood, property owner and business owner in the area, introduced
himself and discussed the statements made by Mr. Jason Morris, history of the site
Page 985
and the existing zoning. He opposes an increase in density as proposed as he lives
and works in the area. This proposal would hurt the quality of life in the area and
will affect his business. He is pro-development and discussed the proposal, asking
the committee to recommend a denial of the cases.
Clottee Hammons introduced herself and discussed the history of South Phoenix
and Arizona. She discussed solutions to end homelessness and the history of the
area.
Bereket Gebre, landowner in the area, is in opposition to the project and does not
see or perceive racism in the area. The landowner does not have the amount of
support claimed during their presentation.
31 members of the public requested to speak in support.
Shawnece Gains introduced herself, she lives in the area and likes that new
opportunities will be available for young adults thus she supports the project.
Joe Angel Solozario introduced himself and discussed the property along with
new housing plus business opportunities in the area.
Kelly Kwok supports this project due to equitable housing proposed.
April McCue supports project as it involved the community and engaged with
minority groups, waiving application fees and including some reduced rent for units.
She discussed the link between homeless and incarceration, asking for an approval
of the project.
Vanessa DiCarlo discussed criminalization, urban revitalization pricing people out
of areas and racial disparities in the population.
Jisso Kim supports the project due to affordability levels proposed. We should be
lucky to bring this proposal to life. Discussed issues faced by underserved
populations. Put people over property and approve this project.
Camille Johnson has family who lives in South Phoenix and discussed
gentrification history of the area including redlining and displacement of residents.
South Phoenix was created by “white people” who did not want the “wrong-kind of
people” in the neighborhoods much like the opposition. She supports this proposed
development.
Karen Olson supports the project and discussed the benefits of the proposal.
B Thoi discussed current social issues and the need for safe and stable housing to
help address homelessness. The issues raised by the opposition were addressed
and supports this proposal.
Page 986
Anesia Groves grew up in South Phoenix and discussed incarceration and housing
displacement issues. She was unable to move back into her neighborhood after
leaving years ago. She supports the proposed development due to the concessions
made by the applicant. South Phoenix is a point of pride, and she does not want to
hear white or black committee members tell her where she can live.
Chairwoman Trites asked Ms. Groves to keep her comments respectful.
Analise Ortiz supports the project and discussed formerly incarcerated plus
homeless-related issues. The community needs more similar projects.
Helen Mendizabal supports the project and discussed formerly incarcerated
issues.
Greg Linaman has a business in the area and 110 employees who live across the
valley and could benefit by relocating nearby. He discussed the history of land
development in the area, cost of land and concerns with the project. He mentioned
that there is a housing crisis and there is a need for more housing units, thus
supports the development.
Hana Heman discussed historical segregation patterns in Phoenix supported by
policies. This development will help break the violence of housing segregation. This
project should be a model for other developments. Supports the project due to
housing opportunities it provides and disagrees with the concerns from the
opposition. The committee Chair ran the meeting unfairly, bending the rules for
white supremacists. The supporters of this case were not given the same
opportunity to provide a presentation as those in opposition were.
Ryan Boyd, with Urban Phoenix Project, supports the project as it is appropriate
and significant for the area.
Ronnie Wollenzier supports the project as it promotes desegregation and
decriminalization. He discussed shelter needs and policies related to
homelessness.
Richard Crews, with the Human Services Campus, discussed the history of
segregation in the city and housing segregation of minority populations. If “white
people” were to be living in this project, there would be no issue. Racism is about
bias enacted through policy and hopes that committee members will not be agents
of white supremacy.
Tremikus Muhammad discussed housing segregation in place and the need for
housing units in Phoenix. There is a racist mindset against this project. He supports
this project and addressed the statements by the opposition.
Page 987
Beth Hintze is the owner of the land and stated that this project addresses housing
needs. She discussed the history of the site pertaining to citrus trees, previous PUD
proposals on this land that were subsequently withdrawn or did not move forward.
Rafael Delgado, Felicia Castro, Denstiny Gaines, Maya Dobbs, Ruth Pina, Leticia
Gonzales, Ariana Fernandez, Brandon Valentin, Paris Moore, Naqiy McMullen and
Grace Logan registered to speak in support of these two cases but were not
connected during the meeting or could not be identified by staff.
Committee member Martin Hayime Monge Kotake left the meeting at 9:30pm
bringing the quorum to 19 members.
Mr. Morris stated that the applicant has earned the support and the project can
make the South Mountain Village a little better. He referenced the staff
recommendation of approval and community support for this project.
Matthew Aguilar stated that there were some disrespectful behaviors or comments
during the meeting. He discussed the general plan elements of Health, Prosperity
and Environment, plus addressed housing and health needs.
Kassandra Alvarez stated that the developer tried to work with the opposition, and
he addressed everything that was asked for including working with the community.
Greg Brownell stated that the housing data provided by the city before the meeting
tonight shows a partial reality of the South Mountain Village. This project is not
affordable development and discussed the historical representation of the area and
broader village issues.
Marcia Busching stated that the location of the project is a big deal. She discussed
the appropriateness of the site and another site in the vicinity of similar
characteristics. The enforcement of voluntary fee waivers and rent caps is an issue
as well.
Lee Coleman agrees with Marcia’s comments and the applicant’s voluntary
commitments as part of the proposal.
Amelia Garcia thanked the developers and will support the project if it develops as
proposed.
Gene Holmerud agrees with Lee’s comments.
Joseph Larios addressed racial disparities and how every development addresses
these concerns on housing. He asked the applicant whether they would be willing to
stipulate these voluntary restrictions related to housing as part of the zoning case.
Page 988
Mr. Morris responded that they would be willing to stipulate these voluntary
stipulations and intends to have a private agreement to enforce these.
Trent Marchuk discussed the Ethics Handbook and he has no conflict of interest
voting on this project. He discussed the main concerns of the neighborhood to this
project as pertaining to the density, density transition, and the precedent to the
General Plan. The applicant has introduced an artificial polemic and
misrepresented the opposition to galvanize rather than work with the neighbors.
The adjacent neighborhood is pro-development and has made concessions in their
negotiation position willing to creatively density beyond the legal hard zoning, while
the applicant has remained intractable. An email dated February 4, 2021 provides
an analysis of the 251 support signatures submitted by the applicant which were
found to contain multiple discrepancies, including one purported forgery and other
documented misrepresentations. The existing stipulations on the C-2 zoned portion
of the site preclude residential development, while any change to those stipulations
must be discussed by the South Mountain Village Planning Committee. This project
is not affordable housing and nearby comparable units go for a 20-percent premium
over average rent within a two mile radius. A broker who regularly lends to this
product type classified this specific proposal as “predatory development”.
Twanna Ray discussed her background and the 3 residential units proposed by the
applicant as few in comparison to the community needs. Other developments were
discussed.
Fatima Said discussed the general plan analysis and benefits of the project. She
disagrees with some of the comments shared by some committee members.
Kay Shepard asked that the site location be considered and whether the zoning is
also appropriate here. She does not support the project due to the location.
Muriel Smith will support the project but will keep an eye-out to ensure an
implementation of the voluntary housing elements proposed by the applicant.
Shelly Smith addressed diversity in South Phoenix and the potential for renters in
this community to be out-of-state.
Jennifer Tunning discussed other projects in the Village and the benefits of the
voluntary stipulations proposed by the applicant.
Emma Viera agrees with some of the comments made but would like to hear from
the most-affected residents and asked for the rental rates. She sees a lot of families
facing eviction in the community and is concerned about housing.
Hannah Bleam, with Withey Morris, responded that the development is not
affordable housing per HUD standards, but is market-rate for the area.
Page 989
Tamala Daniels lives in South Phoenix and her family has history there. She
supports a mix of housing types and discussed issues with the Federal Housing
Act. She does not support the project due to the location.
Patti Trites discussed her background and agrees with some of the comments
made by Marcia Busching and Tamala Daniels. She has talked with residents in the
area about these two cases.
Matthew Aguilar disagrees with some of the comments made by some committee
members and referenced comments made by Clottee Hammons. Discussed issues
with finding available affordable housing and believes that Greg Brownell should no
longer serve in the South Mountain VPC. Does not agree with the appointment of
Trent Marchuk made by Council District 6 to the South Mountain VPC.
Twanna Ray attended some of the meetings hosted by Council District 8 with the
applicant and the community. Does not feel that the applicant worked with the
community on this proposal.
Trent Marchuk discussed his involvement with the community and his appointment
by Council District 6 to the South Mountain VPC. He plans to participate in future
meeting as a community member not a member of the South Mountain Village
Planning Committee.
Chairwoman Trites asked for a motion and a second on both cases.
MOTION – GPA-SM-1-20-8
Ms. Busching made a motion to deny case GPA-SM-1-20-8. Lee Coleman
seconded the motion.
VOTE:
11-8 Motion passes; Matthew Aguilar, Kassandra Alvarez, George Brooks,
Amelia Garcia, Joseph Larios, Fatima Said, Muriel Smith, and Jennifer Tunning
in dissent.
MOTION – Z-35-20-8
Ms. Busching made a motion to deny case Z-35-20-8. Mr. Holmerud seconded
the motion.
VOTE:
12-7 Motion passes; Matthew Aguilar, Kassandra Alvarez, George Brooks,
Amelia Garcia, Joseph Larios, Fatima Said, and Jennifer Tunning in dissent.
Page 990
STAFF COMMENTS REGARDING VPC RECOMMENDATION & STIPULATIONS:
The applicant on case Z-35-20-8 indicated during the March 9, 2021 meeting that they
intend to voluntarily incorporate the following housing practices as part of their project:
• 3 residential units will be allocated for and be capped at 50-percent the normal
rental rate for single-parents, medical frontline workers, formerly incarcerated,
and South Mountain area teachers.
• Waiving application fees for those that live/work in the South Mountain Village;
• The ownership or management company will offer alternatives to traditional
background checks for potential renters.
During the March 9, 2021 meeting staff stated that these housing practices cannot be
enforced by the city of Phoenix as rezoning stipulations.
The South Mountain Village Planning Committee voted 12-7 in favor of recommending
denial of case Z-35-20-8 during the March 9, 2021 meeting, thus no rezoning
stipulations were modified or added as part of this recommendation.
Page 991
Village Planning Committee Meeting Summary
Z-35-20-8
Date of VPC Meeting February 9, 2021
Request From S-1 BAOD, C-2 BAOD
Request To PUD BAOD
Proposed Use Residential (including multifamily) and other permitted
uses in the Mixed Use Agricultural District.
Location Approximately 340 feet west of the southwest corner of
40th Street and Southern Avenue
VPC Recommendation Continuance to March 9, 2021 meeting
VPC Vote 17-0; None in dissent.
VPC DISCUSSION & RECOMMENDED STIPULATIONS:
Agenda items 8 and 9 were heard together an moved up in the agenda to be
discussed out of order.
8) GPA-SM-1-20-8 (Companion Case Z-35-20-8): Presentation, discussion and
possible recommendation on a request to amend the General Plan Land Use Map
Designation on approximately 17.27 acres located approximately 340 feet west of
the southwest corner of 40th Street and Southern Avenue from Mixed Use
Agricultural to Mixed Use Agricultural and Residential 10 to 15 dwelling units per
acre to allow residential (including multifamily) and other permitted uses in the Mixed
Use Agricultural Zoning District.
9) Z-35-20-8 (Companion Case GPA-SM-1-20-8): Presentation, discussion, and
possible recommendation regarding a request to rezone approximately 17.27 acres
located approximately 340 feet west of the southwest corner of 40th Street and
Southern Avenue from S-1 BAOD (Ranch or Farm Residence District, Baseline
Area Overlay District) and C-2 BAOD (Intermediate Commercial District, Baseline
Area Overlay District) to PUD BAOD (Planned Unit Development, Baseline Area
Overlay District) to allow residential (including multifamily) and other permitted uses
in the Mixed Use Agricultural Zoning District.
29 requests to speak from members of the public were received regarding these
two cases. 10 members in opposition and 19 members of the public in support.
Page 992
Mr. Jason Morris, applicant, introduced himself and requested a continuance to
the March 9, 2021 meeting date on agenda items 8 and 9 to allow for further
discussion with community members on the proposed project.
Marcia Busching stated that she drafted stipulations regarding the proposal in an
attempt to seek compromise and discussed the continuance on the two cases. She
would be happy to be involved in future meetings with the community.
Chairwoman Trites has just spoken with Councilman Garcia’s office and he will be
helping to coordinate a meeting. Anyone who is interested in participating in this
meeting, please contact the South Mountain Village Planner. She then asked for a
motion, to be followed by public comments.
MOTION – GPA-SM-1-20-8
Mr. Holmerud made a motion to continue case GPA-SM-1-20-8 to the March 9,
2021 meeting. Ms. Shepard seconded the motion.
VOTE:
17-0 Motion passes; None in dissent.
MOTION – Z-35-20-8
Ms. Shepard made a motion to continue case Z-35-20-8 to the March 9, 2021
meeting. Mr. Holmerud seconded the motion.
VOTE:
17-0 Motion passes; None in dissent.
Trent Marchuk, community member, introduced himself and discussed working
toward a shared vision for the future. The neighbors have a lot of energy and sees
a path forward, noting that the city has kept the neighborhood compliant with the
General Plan. Somos Build BAM is a pro-development resident collective that has
supported 4 cases in the recent past. The BAMP gives a guide and looks forward to
working with the applicant. The neighbors have worked with projects in the past and
he appreciates the opportunity.
Patty McKinstry, community member, discussed the neighborhood demographics
and appreciates the opportunity to work with the applicant.
Fabiola Marquez, community member, appreciates the continuance of these cases
by the applicant.
All other community members who registered to speak were not connected or
unavailable to speak on these two cases.
Page 993
STAFF COMMENTS REGARDING VPC RECOMMENDATION & STIPULATIONS:
None.
Page 994
Village Planning Committee Meeting Summary
Z-35-20-8
Date of VPC Meeting November 10, 2020 (Information Only)
Request From S-1 BAOD, C-2 BAOD
Request To PUD BAOD
Proposed Use Multifamily development, a florist/flower stand and other
permitted uses in the Mixed Use Agricultural District.
Location Approximately 340 feet west of the southwest corner of
40th Street and Southern Avenue
VPC Recommendation No recommendation (Information Only)
VPC Vote No recommendation (Information Only)
VPC DISCUSSION & RECOMMENDED STIPULATIONS:
Two requests to speak in support and nine requests to speak in opposition from
members of the public were received before the meeting.
Mr. Jason Morris, with Withey Morris PLC, introduced himself and the proposed
development under case Z-35-20-8. He discussed the location of the site, use and
existing zoning in the general area. An overview on the history of the Mixed-Use
Agricultural (MUA) District was provided, noting that no true MUA project has been
developed since the district was adopted. He discussed the current and proposed
General Plan Land Use designations under concurrent case GPA-SM-1-20-7. An
overview on the site selection process was provided, including existing site
conditions. He discussed the Planned Unit Development (PUD) proposal for
attached and detached multifamily rental units, then showed the current site plan for
this development. He went over updates to the project since the initial submittal and
provided a list of amenities proposed. He ended the presentation by discussing the
flower/florist stand use proposed on the site and went over project benefits.
Chairwoman Trites opened the public portion of the meeting.
Mr. Trent Marchuk, with Somos Build BAM, was donated time to speak by eight
members of the public. He introduced himself and explained his opposition to the
case due to 3 main reasons. The first reason is that the case fails to further the
vision from the city. He compared the two versions of the PUD site plan and
discussed the MUA comparison to this development. He added that this
development could set a dangerous precedent to the MUA Zoning District.
Page 995
The second reason is that the community follows governing documents approved for
the area and share the names of individuals who live or contribute to the group. He
asked the committee to follow the MUA District regulations. The third reason for the
opposition is the property owner’s stated ability to develop the site as a gun store,
gas station, or charter school as possible uses in this property.
Ms. Beth Hintze, property owner, introduced herself and provided a presentation to
the committee. She provided brief history of the site and stated that the subject
property is too large to maintain and too small to farm viably. She discussed the
current C-2 (Intermediate Commercial) and S-1 (Farm or Ranch Residence) Zoning
District on the site and permitted uses within each district. She provided pictures of
uses, including a school site in a residential neighborhood. She discussed the
proposed multifamily development and how this meets the intent of the MUA Zoning
District.
Mr. Jubran Jubran, resident in the area, introduced himself and stated that he is
tired of seeing this property vacant. He would like to see housing, job opportunities
and more infrastructure in the area.
Chairwoman Trites closed the public portion of the meeting as no other requests to
speak were received on this item.
Mr. Holmerud discussed the name of the development “Sanctuary at South
Mountain”.
Mr. Brownell stated that Jason Morris and Withey Morris PLC are reliable and
upfront about their developments, but he completely opposes this development.
Ms. Shepard discussed the history of the site and stated that the C-2 Zoning District
along the north of the site was to allow retail uses.
Ms. Busching stated that this is a good project but in the wrong location.
Ms. Daniels agrees with Ms. Busching and asked Mr. Marchuk what elements the
community would support at this location.
Mr. Marchuk stated that he does not prescribe what to develop but supports uses
consistent with the MUA Zoning District.
Ms. Brunson asked the applicant to describe what would be the affordability or price
point for the rental units and to describe what were the unit reductions following the
first version of the PUD submittal.
Mr. Morris responded that the project is meant to be a move up community from a
traditional apartment complex and is affordable when looking at the median income.
He stated that the site plan was modified and removed six dwelling units.
Page 996
Ms. Brunson stated that she does not support the project due to existing
neighborhood opposition.
Chairwoman Trites stated that the Baseline Area Overlay District (BAOD) and MUA
Districts must be adhered to by this development. She also asked the applicant to
find a compromise with the neighbors.
STAFF COMMENTS REGARDING VPC RECOMMENDATION & STIPULATIONS:
None.
Page 997
Village Planning Committee Meeting Summary
Z-35-20-8
Date of VPC Meeting August 11, 2020 (Information Only)
Request From S-1 BAOD, C-2 BAOD
Request To PUD BAOD
Proposed Use Multifamily development and a florist/flower stand
Location Approximately 340 feet west of the southwest corner of
40th Street and Southern Avenue
VPC Recommendation No recommendation (Information Only)
VPC Vote No recommendation (Information Only)
VPC DISCUSSION & RECOMMENDED STIPULATIONS:
Seven email messages were received, one from an individual supportive of the
case and six from individuals in opposition. Three members of the public wishing
to speak yielded their time to Mr. Trent Marchuk.
Mr. Jason Morris, with Withey Morris PLC, introduced himself, the project and the
concurrent general plan amendment application under case GPA-SM-1-20-8. He
showed an aerial and zoning map to discuss the current land uses in the area. He
discussed the site selection process, existing site conditions and further discussed
the proposal for the PUD case which is to allow a single-family rental community
with a florist/flower stand. An definition of what a single-family rental community is
was provided, followed by conceptual elevations of a rental unit and a flower stand.
He discussed the concurrent general plan amendment application which requests
to amend the land use map from Mixed Use Agricultural to a combination of Mixed
Use Agricultural and Higher Density Residential 10 to 15 dwelling units per acre. A
discussion of the three community benefits from the General Plan was provided and
concluded by highlighting the project benefits.
Mr. Aguilar referenced the previous outreach efforts conducted on a prior
multifamily rezoning case, Z-67-19-8, and added that the committee would be
expecting a similar level of outreach. He added that a race analysis should be
conducted and discussions with community groups held to address the historical
issues of segregation in the community.
Mr. Morris responded that he welcomes conducting a similar level of outreach.
Page 998
Mr. Brownell stated that he is not familiar with the housing segregation mentioned
previously. He added that outreach is recommended to the organizations listed in
the recommended outreach list created by the South Mountain VPC and
discourages giving money or gifts to these organizations. He feels that the
proposed project is not appropriate for this location.
Mr. Coleman left the meeting at 9:01pm bringing the quorum to 11 members.
Ms. Busching stated that the location selected was not an appropriate location.
She stated that when the project returns for a recommendation, it should consider a
maximum density of 2.5 dwelling units per acre and that the committee would be
reviewing this project for adherence with the Baseline Area Overlay District, Mixed
Use Agricultural District and Baseline Area Master Plan.
Ms. Daniels stated that she likes the use and aesthetics of the project, but feels
that the proposal is in the wrong location. She added that this proposal could be
more appropriate if located within proximity to the future light rail corridor.
Ms. Said stated that she looks forward to the enhanced outreach from the applicant
and the affordability of the project.
Ms. Shepard stated that she echoes the same comments as Ms. Busching and Mr.
Brownell.
Vice Chair Tunning stated that she echoes the comments from Mr. Aguilar and will
be expecting enhanced outreach in the future when this project returns to the
Village.
Chairwoman Trites stated that she echoes Mr. Aguilar and Ms. Busching’ s
comments. She feels that the project should match the Baseline Area Overlay
District and Baseline Area Master Plan.
Chairwoman Trites opened the public portion of the meeting.
Mr. Trent Marchuk, resident of the area, introduced himself and shared that he is
part of a resident collective Somos Build BAM. He asked the committee to reject the
proposed cases Z-35-20-8 and GPA-SM-1-20-8 as these did not further the vision
of the community and city leaders. He compared the proposed PUD to the
standards in the Zoning Ordinance, referencing that these standards were not met
by this proposal. He shared that there were a number of concerns shared with the
applicant on the case on behalf of the community, but these concerns have not yet
been addressed. He concluded by stating that this is a good project but at the
wrong location.
Page 999
Ms. Patti McKinstry, resident of the area, introduced herself and made a
comparison between the subject site and the Del Rio project. She stated that this
development is not compatible as it had not incorporated the Mixed Use Agricultural
standards. She ended her remarks by referencing the Phoenix General Plan Land
Use Map of the South Mountain Village, referencing the Mixed Use Agricultural
Land Use designation.
Bereket Gebre-Egziabher, member of the public, registered to speak but was not
connected to the virtual meeting during the public portion of the meeting for this
agenda item.
Ms. Beth Hintze, part owner of the property, introduced herself and stated that she
has owned the land for many years. She discussed a previous rezoning proposal to
allow a commercial project on the site, but community members opposed this
project and requested for homes to be constructed instead. She added that this is a
multifamily project appropriate for this location due to the use, aesthetics and
consistency with the character of the area.
Chairwoman Trites closed the public portion of the meeting, applicant response
and discussion.
STAFF COMMENTS REGARDING VPC RECOMMENDATION & STIPULATIONS:
None.
Page 1000
Attachment D
REPORT OF PLANNING COMMISSION ACTION
March 4, 2021
ITEM NO: 8
DISTRICT NO.: 8
SUBJECT:
Application #: Z-35-20-8 (Companion Case GPA-SM-1-20-8) (Sanctuary at South
Mountain PUD)
Location: Approximately 340 feet west of the southwest corner of 40th Street
and Southern Avenue
From: C-2 BAOD and S-1 BAOD
To: PUD BAOD
Acreage: 17.27
Proposal: Planned Unit Development to allow residential (including
multifamily) and other permitted uses from the Mixed Use
Agricultural Zoning District
Applicant: Jason Morris, Withey Morris, PLC
Owner: John C. Oertle, Jr., Lisa Kay Oertle-Mel, et al
Representative: Jason Morris, Withey Morris, PLC
ACTIONS:
Staff Recommendation: Approval.
Village Planning Committee (VPC) Recommendation:
South Mountain 2/9/2021 Continued. Vote: 17-0.
South Mountain 3/9/2021 Pending.
Planning Commission Recommendation: Continuance to the April 1, 2021 Planning
Commission Hearing, without fee.
Motion Discussion: N/A
Motion details: Commissioner Howard made a MOTION to continue Z-35-20-8 to the
April 1, 2021 Planning Commission hearing, without fee.
Maker: Howard
Second: Johnson
Vote: 9-0
Absent: None
Opposition Present: No
Findings: Continuance granted to allow the Village Planning Committee to provide a
recommendation.
This publication can be made available in alternate format upon request. Please contact
Tamra Ingersoll at (602) 534-6648, TTY use 7-1-1.
Page 1001
REPORT OF PLANNING COMMISSION ACTION
April 1, 2021
ITEM NO: 6
DISTRICT NO.: 8
SUBJECT:
Application #: Z-35-20-8 (Companion Case GPA-SM-1-20-8)
Location: Approximately 340 feet west of the southwest corner of 40th Street
and Southern Avenue
From: C-2 BAOD and S-1 BAOD
To: PUD BAOD
Acreage: 17.27
Proposal: Planned Unit Development to allow residential (including
multifamily) and other permitted uses from the Mixed Use
Agricultural Zoning District
Applicant: Withey Morris, PLC, Jason Morris
Owner: John C. Oertle, Jr., Lisa Kay Oertle-Mel
Representative: Withey Morris, PLC, Jason Morris
ACTIONS:
Staff Recommendation: Approval, subject to stipulations.
Village Planning Committee (VPC) Recommendation:
South Mountain 8/11/2020 Informational Only.
South Mountain 11/10/2020 Informational Only.
South Mountain 2/9/2021 Continued. Vote: 17-0.
South Mountain 3/9/2021 Denial. Vote: 12-7.
Planning Commission Recommendation: Approval, per the staff recommendation in the
staff report, with an additional stipulation.
Motion Discussion: N/A
Motion details: Commissioner Howard made a motion to approve Z-35-20-8, per the
recommendation in the staff report, with the additional stipulation as read into the record.
Maker: Howard
Second: Gorraiz
Vote: 6-2
Absent: Johnson
Opposition Present: Yes
Findings:
1. The proposal is consistent with the proposed General Plan Land Use Map
designation as well as the surrounding land uses and land use map
designations.
Page 1002
2. The proposal includes enhanced development standards and design guidelines
that often exceed MUA, BAOD and traditional residential standards that will
promote the rural and agricultural nature of the surrounding area.
3. The proposal will allow for additional residential development that is
appropriately located at the intersection of two arterial streets that offer
alternative transportation options connecting to the Interstate 10 freeway and
future light rail corridor further to the west. The proposal provides a transition
from existing commercial uses to single-family residential to the south.
Stipulations:
1. An updated Development Narrative for the Sanctuary at South Mountain PUD
reflecting the changes approved through this request shall be submitted to the
Planning and Development Department within 30 days of City Council approval
of this request. The updated Development Narrative shall be consistent with the
Development Narrative date stamped January 22, 2021, as modified by the
following stipulations:
a. Front Cover: Revise the submittal date information to add the City
Council adoption date.
b. Page 9, 1. Development Standards Table, Minimum Building Setbacks,
add letter “s” at the end of “Interior Property Line…” in reference to
interior property lines adjacent to the existing Walgreens.
c. Page 10, under Open Space, add “…of gross site acreage.” at the end
of the first sentence.
d. Page 12, Plant Lists, change the bold subheading “Plant Lists” from the
right-hand side of the table to the center-top above the reference to
plant materials. Also add the word “Zoning” after “Mixed Use
Agricultural…”.
e. Page 14, 5. Amenities, shift “b. Outdoor Amenities:” to the following
page.
f. Page 15, 6. Open Space, align the formatting of the text in the second
paragraph.
g. Page 16, 7. Shade, edit the last sentence to the following: “c. Shade
requirements shall be calculated on a Summer Solstice at 12:00 noon.”
h. Page 17, second paragraph, revise the second sentence to state “c.
Connections shall be provided from and between the following elements
via the most direct route using pathways a minimum of 4 feet in width:”
and revise the alignment at the bottom of the page starting with “d.
Traffic calming…”.
Page 1003
i. Page 19, E. Design Guidelines, change subheading from “1. Multifamily
Residential” to “1. General Standards”.
j. Page 19, E. Design Guidelines, under 1. Multifamily Residential, change
to: “e. All of the residential units adjacent to 39th Street shall contain
covered back patios at a minimum of 200 square feet in area at a depth
of at least six feet, if the front of residential units is not oriented towards
39th Street.”
k. Page 19, E. Design Guidelines, under 1. Multifamily Residential, remove
sentence starting with “f. A minimum of two pedestrian gates…”
l. Page 21, 5. Building Orientation and Massing, revise the second
sentence to “b. Residential units adjacent to 39th Street which are not
fronting onto 39th Street, shall incorporate back patios oriented towards
39th Street to reinforce community orientation and place eyes on this
street.”
m. Page 22, 10. Other Design Elements, please align the subheading.
n. Page 25, H. Complete Streets, change the word “ROW” to “right-of-
way”.
o. Page 26, I. Infrastructure, 1. Circulation, lower case the word
“Pedestrian”.
p. Page 27, J. Comparative Zoning Table, update the Proposed PUD
standards to match with the rest of the PUD document.
2. The applicant shall submit a Traffic Impact Study/Statement to the City for this
development. No preliminary approval of plans shall be granted until the study
is reviewed and approved by the City. Contact the Street Transportation
Department, to set up a meeting to discuss the requirements of the
statement/study. Upon completion of the TIS the developer shall submit the
completed TIS to the Planning and Development Department counter with
instruction to forward the study to the Street Transportation Department,
Design Section.
3. The developer shall dedicate a one-foot Vehicular Non-Access Easement
(VNAE) along Southern Avenue, as approved by the Planning and
Development Department.
4. 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.
5. Prior to final site plan approval, the property owner shall record documents that
disclose to purchasers of property and tenants within the development the
existence and operational characteristics of agricultural uses. The form and
Page 1004
content of such documents shall be reviewed and approved by the City
Attorney.
6. The property owner shall record a Notice to Prospective Purchasers of
Proximity to Airport in order to disclose the existence, and operational
characteristics of City of Phoenix Sky Harbor International Airport (PHX) 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.
7. The developer shall grant and record an aviation easement to the City of
Phoenix for the site, per the content and form prescribed by the City Attorney
prior to final site plan approval.
8. 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.
9. PRIOR TO PRELIMINARY 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 publication can be made available in alternate format upon request. Please contact
Tamra Ingersoll at (602) 534-6648, TTY use 7-1-1.
Page 1005
Attachment E
122-76-001B 123-16-079
123-16-082
123-16-095 123-16-092 123-16-091
123-16-084
122-76-013K 123-16-081
122-76-011C
123-16-080
123-16-083
122-76-008A
122-76-113 122-76-012C 122-76-015
122-76-013L
123-16-002D
122-76-009
122-76-007
122-76-013M
122-76-013E 122-76-013J
122-76-008B 122-76-013H
123-16-002E
122-76-013C
SOUTHERN AVE
38TH ST
122-79-010A
123-17-568B
122-79-019A
39TH ST
122-79-104
122-79-019B 123-17-568A
40TH PL 123-17-518 123-17-530123-17-520
123-17-517 123-17-519
40TH ST
123-17-523
NANCY LN
123-17-522 123-17-521
123-17-567 123-17-527
123-17-531
123-17-524
123-17-526
123-17-566 123-17-525
123-17-528 123-17-529
123-17-565
123-17-564 BURGESS LN
122-79-018C
123-58-002
122-79-019C 123-17-540
123-17-563123-17-542
123-58-003
123-58-044
123-17-562
123-17-544 123-17-543
123-17-561 123-17-558
123-58-043
123-17-560 123-17-559
123-58-046 123-58-004
123-17-557
123-58-047 123-17-541
123-58-001 123-58-005
122-79-072 123-58-042
122-79-080 122-79-079 122-79-078 122-79-077 122-79-076
123-58-048 123-17-545
122-79-075
123-17-556
122-79-074
123-58-041123-58-006 123-17-546
122-79-073
123-58-059
PL 123-58-060 123-58-040 123-17-539
122-79-071 123-58-045 123-58-049123-58-007
123-17-555 123-17-547
123-17-538
Legend
39TH 123-58-061
ST CATHERINE AVE ST ANNE AVE
Zoning Petition Area
123-58-074
123-58-062 123-58-076
123-58-067
123-58-066
122-79-063 122-79-067 122-79-068 122-79-069
Proposed Amendment Area
122-79-064 122-79-065 122-79-066
123-58-064
122-79-070
123-58-063
122-79-017C
123-58-077
# of Lots/Tracts/Condos:13/24 =123-58-068
54%
Lots/Tracts/Condos 123-58-075
123-58-069 123-58-065
% Area = 6.89ac./30.27ac. = 23%123-58-078
Signed Petition APOLLO RD
3/4 VOTE REQUIRED 123-58-070
123-58-081A
123-58-082B
122-79-062 122-79-015S 122-79-015T 122-79-015F 122-79-016B 123-58-083A 123-58-080B123-58-079A
123-58-071
I
Petition Verification Map
0 95 190 Feet for Z-35-20-8
MapPage 1006by City of Phoenix, Planning and Development Services Dept. 4/9/2021
prepared
CITY OF PHOENIX
PLANNING AND DEVELOPMENT DEPARTMENT
FORM TO REQUEST PC to CC
I HEREBY REQUEST THAT THE CC HOLD A PUBLIC HEARING ON: May 5, 2021
APPLICATION NO/ Z-35-20-8 (SIGNATURE ON ORIGINAL IN FILE)
LOCATION: (Companion Case opposition x applicant
GPA-SM-1-20-8)
(Sanctuary at South
Mountain PUD)
Approximately 340
feet west of the
southwest corner of
40th Street and
Southern Avenue
APPEALED FROM: PC 4/1/2021 3731 East Saint Anne Avenue
Phoenix, AZ 85042
PC DATE STREET/ADDRESS/CITY/STATE/ZIP
TO PC/CC CC 5/5/2021 Trent C. Marchuk
HEARING: 602-499-9594
trentchristopher@gmail.com
CC DATE NAME / PHONE / EMAIL
REASON FOR REQUEST:
Same as yesterday. Adding the ¾ vote petition for City Council.
Multiple unresolved concerns regarding the complexity of the location that have yet to be
addressed in the applicant’s narrative nor in the site plan, which the City Planning Department
has referred to multiple times as unreliable itself (site plan reference). Ninety-five percent (95%)
of neighbors, represents 135+ adjacent and contiguous acres do not agree with the proposed
land use as currently stated.
RECEIVED BY: Michael Pierce RECEIVED ON: 4/8/2021
Alan Stephenson
Joshua Bednarek
Tricia Gomes
Racelle Escolar
Stephanie Vasquez
Leah Swanton
Vikki Cipolla-Murillo
Ra’Desha Williams
Village Planner
Samantha Keating
Paul M. Li
GIS
Applicant
Page 1007
Page 1008
Page 1009
Page 1010
Page 1011
Page 1012
Page 1013
Page 1014
Page 1015
CITY OF PHOENIX
PLANNING AND DEVELOPMENT DEPARTMENT
FORM TO REQUEST PC to CC
I HEREBY REQUEST THAT THE CC HOLD A PUBLIC HEARING ON: May 5, 2021
APPLICATION NO/ Z-35-20-8 (SIGNATURE ON ORIGINAL IN FILE)
LOCATION: (Companion Case opposition x applicant
GPA-SM-1-20-8)
(Sanctuary at South
Mountain PUD)
Approximately 340
feet west of the
southwest corner of
40th Street and
Southern Avenue
APPEALED FROM: PC 4/1/2021 3731 East Saint Anne Avenue
Phoenix, AZ 85042
PC DATE STREET/ADDRESS/CITY/STATE/ZIP
TO PC/CC CC 5/6/2021 Trent C. Marchuk
HEARING: 602-499-9594
trentchristopher@gmail.com
CC DATE NAME / PHONE / EMAIL
REASON FOR REQUEST:
Multiple unresolved concerns regarding the complexity of the location that have yet to be
addressed in the applicant’s narrative nor in the site plan, which the City Planning Department
has referred to multiple times as unreliable itself (site plan reference). Ninety-five percent (95%)
of neighbors, represents 135+ adjacent and contiguous acres do not agree with the proposed
land use as currently stated.
RECEIVED BY: Michael Pierce RECEIVED ON: 4/7/2021
Alan Stephenson
Joshua Bednarek
Tricia Gomes
Racelle Escolar
Stephanie Vasquez
Leah Swanton
Vikki Cipolla-Murillo
Ra’Desha Williams
Village Planner
Samantha Keating
Paul M. Li
GIS
Applicant
Page 1016
Page 1017
Attachment F
Page 1018
From: Corey Caulkins
To: Enrique A Bojorquez-Gaxiola
Subject: SMVPC Meeting - Agenda Item #9 Written Comment
Date: Tuesday, March 9, 2021 2:52:03 PM
Hello,
I am unable to attend the planning meeting today to make a public comment, but I submit to you the below written comment.
I would like to advocate on behalf of Agenda Item #9 - 40th St. & Southern Ave Project (GPA-SM-1-20-8). Though Black
folks only constitute 5% of Arizona residents, they constitute 18% of people in jail and 14% of people of prison. This
disproportionate impact is a result of a legacy of racism and white supremacy, and it contributes to a cycle of housing violence
where formerly incarcerate Black community members are excluded from stable housing.
As both a resident of the City of Phoenix and member of Sunrise Movement Phoenix, I know that affordable, stable
housing is a basic human right and that until all of my neighbors in this city have access to it, we are failing as a
community.
The only way to break cycles of housing violence is for developers to follow the leadership of directly impacted people,
because those closest to the problem are closest to the solution. I support this project, and hope to see more examples of
developers listening to those most marginalized.
Thank you for your time,
Corey Caulkins
Phoenix, AZ 85015
Page 1019
Attachment G
From: Trent Marchuk
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola; Somos BuildBam
Subject: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Wednesday, February 3, 2021 1:27:33 PM
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned
Residents,
I am a resident of South Mountain Village. And I am very concerned - even scared - because
of a proposed development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8).
I urge you to oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open
public discussion about the unintended impacts to infrastructure, health, and safety. How can a
single 17 acre rezoning application set a staggering precedent for 16 million square feet of
adjacent land without first engaging the broader community in active discussion? If it can
happen in our historic community, where else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
If a District Overlay needs to be re-written to allow for more flexibility in development, I am
supportive of having those conversations as a community. But, the changes should not be
made through precedent created by a single 17 acre rezoning application.
Please support us in opposing this proposal,
Trent Marchuk
3731 E Saint Anne Ave
Phoenix, AZ 85042
Page 1020
From: alain brunet
To: Enrique A Bojorquez-Gaxiola
Subject: Subject: 2/9/21 SMVPC Meeting
Date: Monday, February 8, 2021 11:35:08 AM
Hi Enrique, Please register my opposition to Agenda Item #8: GPA-SM-1-20-8 (Companion Case Z-35-
20-8).
Been resident of this "gem" for 33 years it will be damaging to change the rural character of South
Phoenix to a “city dortoir “
for the profit of fews that don’t even live here.
Thanks,
Alain Brunet
Sent from Mail [go.microsoft.com] for Windows 10
Page 1021
From: FABIOLA MARQUEZ
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 3 PCC;
Council District 4; Council District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC;
PDD South Mountain VPC; Enrique A Bojorquez-Gaxiola
Subject: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Saturday, February 6, 2021 4:50:01 PM
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned Residents,
I am a resident of South Mountain Village. And I am very concerned of a proposed development
project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8). I urge you to oppose this
proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open
public discussion about the unintended impacts to infrastructure, health, and safety. How can a
single 17 acre rezoning application set a staggering precedent for 16 million square feet of adjacent
land without first engaging the broader community in active discussion? If it can happen in our
historic community, where else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
If a District Overlay needs to be re-written to allow for more flexibility in development, I am
supportive of having those conversations as a community. But, the changes should not be made
through precedent created by a single 17 acre rezoning application.
Please support us in opposing this proposal,
Alonso and Fabiola Marquez
6409 S. 39th Pl.
Phoenix, AZ 85042
Sent from Mail [go.microsoft.com] for Windows 10
Page 1022
From: Bernadette Miranda
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola
Cc: somosbuildbam@gmail.com
Subject: Opposition to Proposal at 40th St& Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Friday, February 5, 2021 3:58:09 PM
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned
Residents,
I am a resident of South Mountain Village. And I am very concerned - even scared - because
of a proposed development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8).
I urge you to oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open
public discussion about the unintended impacts to infrastructure, health, and safety. How can a
single 17 acre rezoning application set a staggering precedent for 16 million square feet of
adjacent land without first engaging the broader community in active discussion? If it can
happen in our historic community, where else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
If a District Overlay needs to be re-written to allow for more flexibility in development, I am
supportive of having those conversations as a community. But, the changes should not be
made through precedent created by a single 17 acre rezoning application.
Please support us in opposing this proposal. Thank you for your help.
Kind regards,
Sent from my mobile phone.
Angel and Bernadette Miranda
4536 E Saint Catherine Ave
Phoenix, AZ 85042
602 721-0525
Page 1023
From: Bernadette Miranda
To: Enrique A Bojorquez-Gaxiola
Subject: Project on 40th Street/Southern
Date: Monday, February 8, 2021 9:30:33 AM
Good morning Enrique,
We would like to formally request that we please be registered as opposing to Agenda Item #8: GPA-SM-1-20-8
(Companion Case Z-35-20-8).
Please let us know if you have any questions. Thank you for your help!
Sent from my mobile phone
Kind regards,
Angel and Bernadette Miranda
4536 E Saint Catherine Ave
Phoenix, AZ 85042
602 721-0525
Page 1024
From: April Hodges
To: Enrique A Bojorquez-Gaxiola
Cc: April Hodges
Subject: 2/9/21 SMVPC Meeting
Date: Monday, February 8, 2021 11:45:23 AM
2/9/21 SMVPC Meeting
Hi Enrique, Please register my opposition to Agenda Item #8: GPA-SM-1-20-8 (Companion Case Z-35-
20-8). Thank you!
April Hodges
General Nursery Manager
3815 E. Southern Avenue Phoenix, AZ, 85040
P 602.437.5194 F 602.437.4719
Arid Solutions Nursery [aridsolutionsnursery.com]
This message contains confidential information and is intended only for the individual(s) addressed in the message. If you are not
the named addressee, you should not disseminate, distribute, or copy this e-mail. If you are not the intended recipient, you are
notified that disclosing, distributing, or copying this e-mail is strictly prohibited.
Page 1025
Page 1026
From: Bereket Gebre-Egziabher
To: Enrique A Bojorquez-Gaxiola; Trent Marchuk
Subject: Re: Case File: Z-35-20-8 SANCTUARY AT SOUTH MOUNTAIN PUD
Date: Tuesday, February 9, 2021 8:04:40 PM
Attachments: image001.png
Good evening Enrique:
I am glad to have heard the "Continuance"; however, I have to get ready for work and miss
this golden opportunity to speak - and please know that your accommodation meant a lot to
me and the community. Is it possible to share this with Madam chair and all respected
members:
1. "Inclusiveness, Engagement and Mutually Accepted Development Plan" as our concerns and
existence was salvaged until the 11th hour.
2.I will echo from my letter on May 2nd, 2019 - that we all deserve "accurate and verifiable
data" in addressing petition signature and percentage reported for or against for future plan -
if the landowner still request variance.
Again, I will echo from my letter on September 8th, 2020
"We have to be keen about our interest to have honest and transparent path from the
grassroots - which means the community at the Heard Ranch should be the focal and initial
point of this journey; it should be a joint venture to make South Phoenix a vibrant
community in an effort to bring about positive change that will benefit every stakeholder."
Again, I will recite my letter on February 8th, 2021
"I don't know anyone in this neighborhood who wants this land to be empty but it should
never be a one-way project by ignoring the existence of others. .......The pandemic should
NOT be used to expedite this tedious and cumbersome process by ignoring the core
principle - the incorporation of genuine engagement of all stakeholders."....Wd do matter.
"
Madam chair and members of this community, we appreciate your guidance and compassion
on it as we matter in the process and our existence in this matter.
Sincerely,
Bereket Gebre-Egziabher
Page 1027
From: Enrique A Bojorquez-Gaxiola
Sent: Monday, February 8, 2021 9:16 PM
To: Bereket Gebre-Egziabher
Subject: RE: Case File: Z-35-20-8 SANCTUARY AT SOUTH MOUNTAIN PUD
Good afternoon Bereket,
Thank you for your additional comments in regards to these two cases. I will add it to the case file
and will share it with the public bodies that will hear these cases over the next few months.
Thank you again,
Enrique Bojórquez-Gaxiola
Planner II – Village Planner
Planning & Development Department
Long Range Planning
200 W. Washington Street
Phoenix, AZ 85003
Office: (602) 262-6949
***I am currently working remotely on a rotational schedule, but will be checking voicemails multiple times
per day. Please feel free to leave me a voice message or email me for a more timely response. Thank
you.***
From: Bereket Gebre-Egziabher
Sent: Monday, February 8, 2021 1:01 PM
To: Enrique A Bojorquez-Gaxiola
Subject: Re: Case File: Z-35-20-8 SANCTUARY AT SOUTH MOUNTAIN PUD
Good afternoon Enrique:
It is very kind and I do appreciate your unwavering transparency in this process. Would you
register my opposition along with the attached letter?
Have a good day and be safe!
Page 1028
Sincerely,
Bereket Gebre-Egziabher
From: Enrique A Bojorquez-Gaxiola
Sent: Monday, February 8, 2021 7:43 PM
To: Bereket Gebre-Egziabher
Subject: RE: Case File: Z-35-20-8 SANCTUARY AT SOUTH MOUNTAIN PUD
Good afternoon Bereket,
How are you? All is well with me (thank you for asking ). Yes, I have now registered you to speak on
these two cases to be heard tomorrow, February 9th by the South Mountain VPC. The meeting starts
at 6pm, but since we have many agenda items before these two cases it is difficult to know the time
at which this case will be presented.
However, I am going to add your name towards the top of the speaker list due to your conflict with
work so that we can hopefully get to hear your comments before work.
Please let me know if questions arise.
Thank you,
Enrique Bojórquez-Gaxiola
Planner II – Village Planner
Planning & Development Department
Long Range Planning
200 W. Washington Street
Phoenix, AZ 85003
Office: (602) 262-6949
***I am currently working remotely on a rotational schedule, but will be checking voicemails multiple times
per day. Please feel free to leave me a voice message or email me for a more timely response. Thank
you.***
Page 1029
From: Bereket Gebre-Egziabher
Sent: Friday, February 5, 2021 9:06 AM
To: Enrique A Bojorquez-Gaxiola
Cc: Neighbor - Trent Marchuk
Subject: Re: Case File: Z-35-20-8 SANCTUARY AT SOUTH MOUNTAIN PUD
Good morning Enrique:
How have you been? May I ask to have time allocated to speak in the upcoming agenda item
regarding Z-35-20-8 Re-zoning?
I do hope that our agenda item will be early as I have to be at work at 9 pm.
Have a good day and be safe!
Sincerely,
Bereket Gebre-Egziabher
On Nov 12, 2020, at 9:50 AM, Enrique A Bojorquez-Gaxiola
Thank you Bereket! I appreciate the feedback on the process. We will continue with
our communication and making sure everyone who wants to comment gets to do so.
Let me know if questions arise.
Regards,
Enrique Bojórquez-Gaxiola
Planner II – Village Planner
Planning & Development Department
Long Range Planning
200 W. Washington Street
Phoenix, AZ 85003
Office: (602) 262-6949
***I am currently working remotely on a rotational schedule, but will be checking voicemails
multiple times per day. Please feel free to leave me a voice message or email me for a
more timely response. Thank you.***
Page 1030
From: Bereket Gebre-Egziabher
Sent: Tuesday, November 10, 2020 8:48 PM
To: Enrique A Bojorquez-Gaxiola
Subject: Re: Case File: Z-35-20-8 SANCTUARY AT SOUTH MOUNTAIN PUD
Good evening Enrique:
Thank you for the reply and I was able to attend the meeting. Please know that I -
along my family, appreciate your presence and transparent communication and
your hard work.
Sincerely,
Bereket Gebre-Egziabher
From: Enrique A Bojorquez-Gaxiola
Sent: Tuesday, November 10, 2020 5:30 PM
To: Bereket Gebre-Egziabher
Cc: Trent Marchuk
Subject: RE: Case File: Z-35-20-8 SANCTUARY AT SOUTH MOUNTAIN PUD
Good morning Bereket,
How are you? All is well with me (enjoying the weather these past few days). I have
registered you as a speaker for tonight’s meeting, noting that you are donating your
time to Mr. Marchuk.
At the meeting, the VPC Chair will allocate a certain amount of time to Mr. Marchuk
given that we have multiple speakers (approx. 8) who donated time to him.
Let me know if questions arise!
Thank you,
Enrique Bojórquez-Gaxiola
Planner II – Village Planner
Planning & Development Department
Long Range Planning
200 W. Washington Street
Phoenix, AZ 85003
Office: (602) 262-6949
Page 1031
***I am currently working remotely on a rotational schedule, but will be checking voicemails
multiple times per day. Please feel free to leave me a voice message or email me for a
more timely response. Thank you.***
From: Bereket Gebre-Egziabher
Sent: Monday, November 9, 2020 5:18 PM
To: Enrique A Bojorquez-Gaxiola
Cc: Trent Marchuk
Subject: Re: Case File: Z-35-20-8 SANCTUARY AT SOUTH MOUNTAIN PUD
Hello Enrique:
How have you been? I do oppose the project on 40th Street and Southern and
will attend the meeting. While I attend the meeting, I would like to provide my
time for Trent to speak on my behalf.
Thank you and be safe!
Sincerely,
Bereket Gebre-Egziabher
Page 1032
From: Beth
To: Enrique A Bojorquez-Gaxiola
Cc: PDD South Mountain VPC
Subject: Z-35-29-8 & GPA-1-20-8
Date: Monday, February 8, 2021 10:11:29 AM
We are opposed to the above project
We have lived in the Heard Ranch for 38 yrs
This part of South Mountain Village is so special
Tree lined streets, multi purpose trails
Wonderful history of flower gardens, nurseries
Family farms
Along with the South Mountain village planning committee we have been able to preserve the rural feel in this area
This project. “apartments” will have a density that
Is overwhelming!! This property was zoned for 1/2acre lots to complement the surrounding neighbors I feel this
would be the best use of the land
The intersection at 40th & Southern is already proven to be a deadly one adding apartments
Would increase the traffic and be very unsafe
Please consider our South Mountain Heritage
Thank you for your time
Beth Holmes & Bill Ramsey
Sent from my iPhone
Page 1033
From: Beth
To: Enrique A Bojorquez-Gaxiola
Subject: 40th St & Southern Z-35-20-8 & GPA SM-1-20-8
Date: Monday, March 8, 2021 5:05:04 PM
We are Very opposed to the development being proposed for the SW corner of 40th St & Southern
Beth Holmes
Bill Ramsey
6601 S 38th St
Phoenix, Az 85042
Sent from my iPhone
Page 1034
From: Beth Postma
To: Enrique A Bojorquez-Gaxiola
Subject: Agenda Item #8: GPA-SM-1-20-8
Date: Tuesday, February 9, 2021 8:35:15 AM
Attachments: image001.png
Dear Enrique, I am a business owner in the neighborhood of this zoning case. I am a wholesale plant
nursery at 6623 S. 32nd Street. I signed the petition against this development and I wish to verify
this now in this email. Please register my opposition to Agenda Item #8: GPA-SM-1-20-8
(Companion Case Z-35-20-8).
Thank you,
Beth Postma
(602) 509-7242
www.allseasongrowers.com [allseasongrowers.com]
Page 1035
From: Beth
To: Enrique A Bojorquez-Gaxiola
Subject: 2-35-20-8 & GPA -1-20-8
Date: Monday, February 8, 2021 9:41:19 AM
I oppose this project located 40th St and Southern
Sent from my iPhone
Page 1036
From: Bill Glover
To: Enrique A Bojorquez-Gaxiola; PDD South Mountain VPC; Council District 8 PCC; Mayor Gallego; Council District 1
PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council District 5 PCC; Council District 6
PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC; Enrique A Bojorquez-Gaxiola;
somosbuildbam@gmail.com
Cc: somosbuildbam@gmail.com
Subject: "40th St. and Southern Ave. Z-35-20-8 and GPA-SM-1-20-8"
Date: Thursday, February 4, 2021 2:10:13 PM
Hello,
My name is Bill Glover. My wife Mary and I are the founders of the Awakening Seed
School. I am writing to share my current opposition to the proposed development on the
Southwest corner of 40th St and Southern Ave. The Applicant has wholly ignored our voter
approved General Plan Land Use of maximum 2 homes per acre as well as the pleas to
respect it by the neighbors and citizens who voted for it in many years ago. However, I am
hopeful that the Applicant may change their approach and work with the neighbors to
resolve our unresolved concerns. Please add this to the official case file for Z-35-20-8 and
GPA-SM-1-20-8.
As shown through the below image, Awakening Seed is within 700 feet directly south of the
proposed development. Historically, the land west of 40th St and south of Southern Ave
has been the agricultural heart of South Phoenix. To the east of 40th St is where the
agricultural support buildings were built and so has a very different history and character
relative to the west side of 40th St. This can be observed even today through a quick
glance at the attached aerial image.
Awakening Seed is an innovative, compassionate learning community that inspires global
citizens by fostering curiosity, celebrating uniqueness, and promoting social justice. A
central tenet of Awakening Seed is for children to be stimulated academically while
simultaneously having daily opportunities to interact with the natural world through
imaginative play and gardening.
We searched long and hard for the perfect location to complement our philosophy. We
found this perfect location adjacent to what is known as the Mixed Use Agriculture (MUA)
District within the larger Baseline Area Overlay District (BAOD) of South Phoenix. We
collaborated with the neighbors, we built, and now we successfully operate our school to fit
right in with the community ethos. We are a model example that collaboration with the
neighbors during planning and development can, in reality, foster long-term success.
Unfortunately, through this single General Plan Amendment and Zoning Application
covering roughly just 685,000 sq feet, the entire planning for our broader community across
16,000,000+ sq ft will be imperiled. (According to the county assessor's website.) With
The Arbors (already exceeding 50% of the density envisioned for the MUA District) to the
west and this project exceeding the envisioned density by 460% to the east, the remnant
farmland in between will have precedent to redevelop as high density housing with no
accompanying plan to address much needed infrastructure and services nor input from the
community. Where irrigation now flows across fertile soil, this project would yield a food
desert.
The current General Plan artfully balances the need for development growth with our
community's assets to foster the unique character unlike any neighborhood in Phoenix.
Page 1037
And that is what is at stake here.
This is simply the wrong process for such a significant change to the General Plan,
especially the destroying of our neighborhood's character and heritage through the
precedent caused by rezoning roughly just seventeen gross acres through this proposal.
High density housing itself is not bad. But, what becomes of the Character of our District if
it is no longer paying homage to the agrarian heritage of South Phoenix? Our roads and
infrastructure in South Phoenix are already overburdened. If this is approved and built
without due consideration for the residents of South Phoenix, it is us same residents
(including many families of my students) who will be left paying to fix what should never
have been broken by this proposal.
Awakening Seed was built trusting in the longstanding planning documents that have
guided this community for decades. And we have been extremely successful in following
these documents; we have consistently had waiting lists for enrollment.
What this community needs is more schools. We also need more services, especially
healthy eating options and more medical providers. We recognize there is a need for
rooftops and are open to creative solutions. Unfortunately, the Applicant has repeatedly
spurned the neighbors and refuses to incorporate any of our meaningful feedback.
In the spirit of a constructive approach, I ask that the Applicant be given yet another chance
to work with the neighbors and incorporate their feedback in a meaningful way. There is a
precedent set by the City Planning Department with Gardener's Enclave, considered a
model residential PUD in the MUA.
Although I don't mind speaking for myself, I am pleased with the representation given by
my concerned neighbors at somosbuildbam.org [somosbuildbam.org] and support
their approach.
Thank you,
Bill Glover
Awakening Seed School
6630 S. 40th St., Phoenix, AZ 85042
Page 1038
From: BILL GLOVER
To: Enrique A Bojorquez-Gaxiola
Subject: 2/9/21 SMVPC Meeting
Date: Monday, February 8, 2021 3:50:09 PM
Total opposition to #8 GPA-SM-1-20-8
Sent from my iPhone
Bill Glover
Page 1039
From: Bill Glover
To: Enrique A Bojorquez-Gaxiola
Subject: 40th & Southern
Date: Monday, March 8, 2021 12:15:59 PM
This project belongs elsewhere. Please don’t wreck the last Phoenix neighborhood that is of a rural nature.
Sent from my iPhone
Page 1040
From: Bill Randall
To: Enrique A Bojorquez-Gaxiola
Subject: Land use proposal at 40thSt. & Southern
Date: Wednesday, February 10, 2021 9:33:29 AM
Please add me to your list of concerned for this proposal.
Bill Randall 3452 E. Vineyard Rd 602-350-2999
Page 1041
From: Blake Peterson
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola; somosbuildbam@gmail.com
Subject: 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Wednesday, February 3, 2021 2:47:51 PM
I am a resident of South Mountain Village. And I am very concerned - even scared - because
of a proposed development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8).
I urge you to oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open
public discussion about the unintended impacts to infrastructure, health, and safety. How can a
single 17 acre rezoning application set a staggering precedent for 16 million square feet of
adjacent land without first engaging the broader community in active discussion? If it can
happen in our historic community, where else in the City will this be permitted to happen?
Thanks, Blake
Blake Peterson, CPA
6197 South Rural Suite 102-14
Tempe, Arizona 85283
Phone: 480-829-0509
Fax: 480-829-0055
blakepeterson@cox.net
blakepetersoncpa.com
From: Trent Marchuk [mailto:trentchristopher@gmail.com]
Sent: Wednesday, February 3, 2021 1:48 PM
To: Trent Marchuk
Subject: Your Action is Needed: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and
GPA-1-20-8)
Hi Neighbors,
If you feel passionate about what you read below in the email below, please forward
this entire email string to the City officials listed below and add your own thoughts in
opposition to the project.
Literally, five easy steps will take less than five minutes:
1. Click "Forward" on this email,
2. Copy and Paste the below email addresses into the "To:" field,
3. Add a few words of your own expressing your own opinion about this project,
4. Sign with your name and mailing address,
5. Hit send and you've done your part!
mayor.gallego@phoenix.gov, council.district.1@phoenix.gov,
council.district.2@phoenix.gov, council.district.3@phoenix.gov,
Page 1042
council.district.4@phoenix.gov, council.district.5@phoenix.gov,
council.district.6@phoenix.gov, council.district.7@phoenix.gov,
council.district.8@phoenix.gov, SouthMountainVPC@phoenix.gov, enrique.bojorquez-
gaxiola@phoenix.gov, somosbuildbam@gmail.com
We need 100+ emails to be organically sent for our voices to be heard. The Applicant
has used COVID-19 to silence the neighbors in an attempt to push through an
inappropriate project that shifts the costs of the attending consequences to the
residents of South Phoenix.
We challenge you to ask at least 3 others who live in the South Mountain
Village (between 27th Ave to 48th St and Salt River to South Mountain) to do the
same by Sunday, February 7, 2021.
Your sending an email to our elected representatives at this time is absolutely critical.
Thank you,
Trent Marchuk
somosbuildbam.org [somosbuildbam.org]
---------- Forwarded message ---------
From: Trent Marchuk
Date: Wed, Feb 3, 2021 at 1:27 PM
Subject: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
To:
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned
Residents,
I am a resident of South Mountain Village. And I am very concerned - even scared - because
of a proposed development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8).
I urge you to oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open
public discussion about the unintended impacts to infrastructure, health, and safety. How can a
single 17 acre rezoning application set a staggering precedent for 16 million square feet of
adjacent land without first engaging the broader community in active discussion? If it can
happen in our historic community, where else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
If a District Overlay needs to be re-written to allow for more flexibility in development, I am
supportive of having those conversations as a community. But, the changes should not be
Page 1043
made through precedent created by a single 17 acre rezoning application.
Please support us in opposing this proposal,
Trent Marchuk
3731 E Saint Anne Ave
Phoenix, AZ 85042
Page 1044
From: Catherine Pliess
To: Enrique A Bojorquez-Gaxiola
Subject: Register your opposition to the project at 40th & Southern (Z-35-20-8 and GPA-SM-1-20-8)
Date: Monday, March 8, 2021 12:31:39 PM
Hi,
I would like to formally register my opposition to the project at 40th & Southern (Z-35-20-8
and GPA-SM-1-20-8. This project is NOT in keeping with the land use as outlined in the
Baseline MasterPlan. Personally, I bought in the South Mountain area for the rural and
relatively agricultural flavor of the area. For being such a short drive to the downtown, South
Mountain offers a connection to the past history of rural Phoenix. This proposed high density
rental project will not support this important attribute of Phoenix.
South Phoenix is in many ways a vulnerable area as it currently is made up of many rental and
high density areas. Those in rental developments are not property tax payers and often do not
have care or long term thoughts on the area and how projects like this negatively affect tax
paying homeowners. This project is also a detriment to the heavy traffic already a problem in
the area. Baseline Road on a weekday between 1pm and 7pm is often bumper to bumper even
in this lower traffic pandemic times, this proposed project that does not conform to the city
plan will only make this phenomenon worse. Please respect the Master plan and the property
taxpayers of this area. Do not support or approve this plan.
--
Cathie Pliess
480.824.8951
cpliess@gmail.com
Page 1045
From: Curt Gentry
To: Enrique A Bojorquez-Gaxiola
Subject: 2/9/21 SMVPC Meeting
Date: Monday, February 8, 2021 10:40:41 PM
Hi Enrique,
Please register my opposition to Agenda Item #8: GPA-SM-1-20-8 (Companion Case Z-35-20-8).
Thank you!
Curt Gentry
6415 S 37th St
Phoenix, AZ 85042
Page 1046
From: Curt Gentry
To: Enrique A Bojorquez-Gaxiola
Subject: 40th & Southern Project Opposition
Date: Tuesday, March 9, 2021 9:12:44 AM
Good morning Enrique,
Again, please register my opposition to the project at 40th & Southern. (GPA-SM-1-20-8 and Z-35-20-8)
Thank you for your service to our community.
Blessings!
Curt Gentry
6415 S 37th St
Phoenix, AZ 85042
Page 1047
From: D in AZ
To: DM
Subject: Oppose Z-35-20-8 and GPA-1-20-8!
Date: Thursday, February 4, 2021 7:04:11 PM
To those who really care about Laveen, I urge you to oppose this proposed development project at 40th
St and Southern Ave (Z-35-20-8 and GPA-1-20-8).
The community should have a say in what comes in around our homes. There is way too much high
density zoning going on and it needs to stop! Our leaders need to represent the people that live here and
not the bottom dollar. Laveen is no longer what it used to be and high density coming in everywhere we
turn is not what we want.
Please support us in opposing this proposal,
Darcy Meyer
3535 W Bohl St
Laveen, AZ 85339
Page 1048
From: D in AZ
To: Enrique A Bojorquez-Gaxiola
Subject: Opposition to GPA SM-1-20-8 and Z-35-20-8
Date: Sunday, March 7, 2021 6:39:13 PM
Hello, I'd like to register my opposition for GPA SM-1-20-8 and Z-35-20-8 and would like to
yield my time to Patty McKinstry.
Darcy Meyer
3535 W Bohl St, Laveen Village, AZ 85339
480-332-4120
Page 1049
From: David Grimmer
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola; somosbuildbam@gmail.com
Subject: Fwd: Please Help: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Wednesday, February 3, 2021 2:54:43 PM
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned
Residents,
I am a resident of South Mountain Village. And I am very concerned - even scared - because
of a proposed development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8).
I urge you to oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open
public discussion about the unintended impacts to infrastructure, health, and safety. How can a
single 17 acre rezoning application set a staggering precedent for 16 million square feet of
adjacent land without first engaging the broader community in active discussion? If it can
happen in our historic community, where else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
If a District Overlay needs to be re-written to allow for more flexibility in development, I am
supportive of having those conversations as a community. But, the changes should not be
made through precedent created by a single 17 acre rezoning application.
Please support us in opposing this proposal,
David Grimmer
2631 E Jones Ave
Phoenix, AZ 85040
Page 1050
From: Ol" West
To: Enrique A Bojorquez-Gaxiola
Subject: Opposition to GPA SM-1-20-8 and Z-35-20-8
Date: Sunday, March 7, 2021 9:04:37 PM
Hi, I'd like to register my opposition for GPA SM-1-20-8 and Z-35-20-8
and would like to yield my time to Patty McKinstry.
David Meyer
3535 W Bohl St, Laveen Village, AZ 85339
480-332-4120
Page 1051
From: Deirdre Irvine
To: Enrique A Bojorquez-Gaxiola
Subject: 40th St & Southern property
Date: Friday, March 5, 2021 5:46:41 PM
RE:
GPA SM-1-20-8 and Z-35-20-8.
I would like to voice my opposition to this development. The density is too great. The concept does not fit with the
area. This will lead to more appeals to change the zoning down Southern leaving our area forever changed and
hemmed in.
We have lived here since 1976. We have lost many things that made it unique. Please let us keep our neighborhood
as it is now. This proposal will destroy any privacy. These neighbors will start complaining about the noise of our
animals, the smell & more. This project is NOT capable with the Heard Ranch that we have enjoyed for so many
years and hope to leave to our children & grandkids!
Please forward this to the Planning Committee. I would like to let Patty McKinstry for us at the March 9,2021 at the
SMVP meeting.
Deirdre & Randy Irvine
3802 East Saint Catherine
Phoenix AZ 85042
(602) 437-2688
Sent from my iPhone
Page 1052
From: Evelio Ayala
To: Enrique A Bojorquez-Gaxiola
Subject: 2/9/21 SMVPC Meeting
Date: Monday, February 8, 2021 9:28:05 AM
2/9/21 SMVPC Meeting
Hi Enrique, Please register my opposition to Agenda Item #8: GPA-SM-1-20-8 (Companion
Case Z-35-20-8). Thank you!
Evelio
Page 1053
From: george n bingham II
To: Enrique A Bojorquez-Gaxiola
Subject: OPPOSITION TO 40TH ST & SOUTHERN DEVELOPMENT
Date: Monday, February 8, 2021 9:42:07 AM
Hi Enrique,
Please register my opposition to Agenda Item #8: GPA-SM-1-20-8 (Companion Case Z-35-20-8).
Thank you!
George N. Bingham II
Page 1054
From: Greg Brownell
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola; somosbuildbam@gmail.com
Subject: 40th Street and Southern Avenue
Date: Friday, February 5, 2021 12:25:25 AM
To whom it may concerns in regard to he parcel under consideration at 40th Street and Southern
(GPA-SM-1-20-8 (Companion Case Z-35-20-8) by the South Mountain Planning Commission.
One of the first things you consider in planning (amateur or professional) is that place matters. Here
is a little perspective on what this means if you are a Realtor: from the National Association of
Realtors Preamble to their Code of Ethics:
“Under all is the land. Upon its wise utilization and widely allocated ownership depend the survival
and growth of free institutions and of our civilization. … the creation of adequate housing, the
building of functioning cities, the development of productive industries and farms, and the
preservation of a healthful environment.”
Also, from the current General Plan:
“How is this Plan Different? One of the goals from the very beginning of the PlanPHX Project was to
develop a General Plan that was much more user friendly.
A city’s natural and built environments are its primary building blocks.
This continued growth, in a still maturing urban landscape, provides Phoenix residents a tremendous
opportunity to shape the future of their city like no other place in the world. The General Plan
provides a powerful medium for residents to strategize on how the city will grow. Through this
General Plan, Phoenix can continue to shape How the natural and built environments take shape for
a city are of the utmost importance in determining a city’s quality of life.
Going beyond the need to create a document that residents and developers were more likely to use,
was the importance of telling the story of what Phoenix wants to be and outlining how it can get
there as a city. That’s why this updated General Plan is aimed at being a visionary, concise and
strategic document.
A city’s landscape has a tremendous impact on how it is defined and ultimately what makes it a place
people want to call home, visit or conduct business. How the natural and built environments take
shape for a city are of the utmost importance in determining a city’s quality of life.”
As anyone can see, place and history are very important to how we conduct ourselves and how we
grow our community. Our physical world, both natural and manmade are vital to the successful
growth and well being of our community.
The parcel under consideration at 40th Street and Southern (GPA-SM-1-20-8 (Companion Case Z-35-
20-8) has a very long history. Of course, it has been agricultural for at least a few thousand years,
most likely it was originally farmed by the Hohokam. Their land was not threatened by sharp
attorney’s and greedy landowners. In fact, we don’t know what happened to them.
But, in the long chain of ownership from Mesquite Bosque, to native hand dug canals, to Hohokam
cultivation, to Michael Wormser’s land swindles and up to the moment the Bartlett-Heard Land and
Cattle Company decided they could exploit the ancient canals and modern irrigation to make more
money selling land than growing anything on it, it should be clear this parcel has history.
In recent times, this land was all citrus. It was owned and farmed by John Oertle, Sr. While he owned
it, many things were happening around his property. The Heard Ranch development of single family
ranchettes was built to the west. These were homes designed for horses, gardens and other
agricultural activities. Like Mr. Oertle’s property they were pleased with SRP flood irrigation. Mr.
Oertle and the Heard Ranch community were all part of a larger farm district which included, the
flower farms along Baseline road, cotton fields and tree nurseries.
At that time, new housing development was limited in that area. But, east of 40th Street was
th
Page 1055
rezoned to take advantage of the Tempe School borders (40 Street on the west, Baseline Rd. on
the South and Broadway Rd. on the north.) Conveniently, this allowed developers who were
concerned by the Roosevelt School System and the kids that went, to put their collective minds and
prejudices to rest and start making money. The agriculture that existed at the time disappeared.
To the north of Mr. Oertle’s farm, Southern Avenue created another man-made barrier. Even though
this area was primarily agriculture for decades, planners had decided this area would be destined to
become commercial and higher density housing. And still Mr. Oertle’s orchard endured.
There were other stirrings coming from the planning and development community at that time. One
result of those “stirrings” was the Raven Golf Course. Another was the Baseline Corridor Mater Plan.
For the first time there was real development pressure being put on one of the most unique areas in
Metro Phoenix – South Phoenix’s unique Farm District. Fortunately, Mr Oertle would not see the
impending battles that would be fought to maintain his Farm District. He passed in the 1980’s
leaving his orchard to his children, John Jr., Kent, Lisa Kay and Beth.
One of the important parts of this story is to remember that the current owners did not purchase
this property: they inherited it. Obviously, the four of them couldn’t figure out a way to keep it as a
farm and they were asking too high a price for the land to make it viable for any farmer to purchase
it. Apparently, they were more interested in squeezing money out of the property rather than
orange juice. This is understandable; not everyone wants to be a farmer, but at this point they had
alternatives. Remember, they were given the land. They could have sold at the market rate for raw
land. They could have given it away. The point is they have been trying to add value to the land at
the expense of its agricultural history.
By the time the Oertle family presented their first plan to add value to their inheritance, the Base
Line Corridor Master Plan had been finished. It extended in its impact from the Mountain to
Southern Ave, the northern border of the Oertle property. They wanted to change the zoning on
part of the property to commercial from agricultural. Walgreens wanted to build a pharmacy there,
so they presented the SMVPC of that time with that proposal. At that time the committee was
working on a special zoning called MUA. But that work was not completed, but there was a strong
feeling on the committee that there should not be high density commercial at that site. A “Tuesday
Night” deal was struck: the Oertle’s would be given the commercial zoning on the north end of the
property (along Southern Avenue), if the south end of the property was left for low density housing.
Renderings of a wonderful commercial hub was presented to the committee. There would be shops
and retail all anchored by the Walgreens. It was to be built in two phases with the Walgreens
completed fist. They even agreed to maintain the citrus until Phase II was started.
The committee agreed and the Heard Neighborhood reluctantly accepted that compromise.
Just like in the days of Wormser many people feel this was just a sham to get the Walgreens built. No
commercial development ever appeared, and the citrus was not maintained. But the Oertles and
their attorneys got their money.
A few attempts were made to rent the property to urban farmers, but they all failed to meet the
economic needs of the Oertles to farm the property.
The Oertles were unable to exploit the zoning change given to them by the SMVPC. Without
discussing the difficulty of dealing with 4 property owners, let’s just say, they could not procure a
developer.
So, they have repeatedly come back to the Committee and the neighborhood with new plans and
ideas. One of the more recent was to develop the remaining property into a commercial park. The
neighborhood negotiated in good faith and the SMVPC showed support with some modifications.
Again, all that effort just evaporated. Again, it was hard for all the Oertles to agree on what was best
for them and this is without adding the burden of considering what would be best for the
neighborhood and the Village.
That brings us to now.
The neighborhood has opposed this property being single family rentals from the very first time it
was proposed and every time after that. The SMVPC has shown its opposition repeatedly. But here
we are again with another high-powered attorney and a complete disregard for this property’s
history, the traditions of the neighborhood and wishes of the Village. That alone should be enough
Page 1056
to dismiss this project outright. The General Plan of Phoenix passed by more than 70% approval by
the City’s voters because the City promised that within its many pages existed protection for
traditional historic neighborhoods from greedy land owners, relentless developers and high-
powered attorneys that have complete access to the Planning Commission and the City Council.
Let’s hope that our current General Plan is more than just fantasy and a way to get votes.
Also, this product they are proposing is at best experimental. We have approved a similar
community closer to Central that is in an area that already has existing multifamily homes and was
unopposed by the existing neighborhoods. This product might fill a needed housing niche but as
expressed in a recent Business Journal article South Phoenix seems to be a target for this kind of
development. The primary reason for this seems to be land that is still relatively cheep in this part of
town.
What is wrong with this product: it combines the lack of efficiency and sustainability of the single-
family home with the lack of equity creation by its occupant. In other words, the landlord gets the
increase in property value while the tenant gets all or most of inconveniences of homeownership
with none of the benefits. This is not a type of development that promotes racial and ethnic equity
and equality. If we are going to let developers exploit our lower land values let them build for
sustainability (apartments and high density construction) or let them build something market rate
but affordable so that our community members can share in the future increase in land values.
This land has already been rezoned. Let the landowners do what they can, with what they have,
where they are.
I am in opposition to any zoning change on this property.
Greg Brownell 602-290-3300
Page 1057
From: JEAN HOGG
To: Enrique A Bojorquez-Gaxiola
Subject: Proposal for 40th St and Southern, vote 9 Mar.
Date: Monday, March 8, 2021 2:37:46 PM
Sir:
Once again I would like to voice my opposition to this plan as it now
stands, and I yield my speaking time to Patty McKinstry.
Thank you for listening and I hope you will give the concerns of the
neighborhood full consideration.
Jean Hogg
6235 S 37 St, 85042
Page 1058
From: Jennifer Kinerk
To: Enrique A Bojorquez-Gaxiola
Subject: 2/9/21 SMVPC Meeting
Date: Monday, February 8, 2021 10:49:14 AM
Hi Enrique,
Please register my opposition to Agenda Item #8: GPA-SM-1-20-8 (Companion Case Z-35-20-8). Thank you!
KIndly,
Jennifer and Kevin Kinerk
Page 1059
From: Jennyfer Stratman
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
somosbuildbam@gmail.com; Enrique A Bojorquez-Gaxiola
Subject: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Wednesday, February 3, 2021 11:13:35 PM
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned
Residents,
I am a resident of South Mountain Village. I am very concerned by the proposed development
project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8). I urge you to oppose this
proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open
public discussion about the unintended impacts to infrastructure, health, and safety. How can a
single 17 acre rezoning application set a staggering precedent for 16 million square feet of
adjacent land without first engaging the broader community in active discussion? If it can
happen in our historic community, where else in the City will this be permitted to happen?
If a District Overlay needs to be re-written to allow for more flexibility in development, I am
supportive of having those conversations as a community. But, the changes should not be
made through precedent created by a single 17 acre rezoning application.
Please support us in opposing this proposal,
Jennyfer Stratman
3502 E. Vineyard Rd
Phoenix AZ 85042
Page 1060
From: Jennyfer Stratman
To: Enrique A Bojorquez-Gaxiola
Subject: 2/9/21 SMVPC Meeting
Date: Sunday, February 7, 2021 11:08:28 PM
Hi Enrique,
Please register my opposition to Agenda Item #8: GPA-SM-1-20-8 (Companion Case Z-35-20-8).
Thank you,
Jennyfer Stratman
Page 1061
From: Joel & Donna Young
To: Enrique A Bojorquez-Gaxiola
Subject: 2/9/2021 SMVPC Meeting
Date: Monday, February 8, 2021 11:29:07 AM
We strongly oppose Agenda Item #8: GPA-SM-1-20-8 and Z-35-20-8 zoning cases for 40th and Southern Ave.
We have lived in the area over 30 years and I sat on the SMVPC in the early 90’s. The community has worked
hard to maintain The Baseline Area Master Plan and Mixed use Agriculture to keep undesirable development
( complying ) taking over with complete disregard of the neighborhoods.
Please deny
Joel and Donna Young
Page 1062
From: Joel & Donna Young
To: Enrique A Bojorquez-Gaxiola
Subject: GPA SM 1-20-8 and Z-35-20-8
Date: Monday, March 8, 2021 3:05:30 PM
Please be advised we are apposed to the above referenced zoning cases. This is in no way compatible with the
Baseline Master Plan. 40th Street
and Southern is already a very busy intersection and high accident rate. This development density is too high and
will increase these problems.
It is a shame the developers are not willing to work with the neighbors and coincide with the lifestyle of the area
and stay within the Baseline
Master plan.
We are unable to speak at the meeting and yield our time to Patty McKinstry.
Joel and Donna Young
Page 1063
From: Jon Allen
To: Enrique A Bojorquez-Gaxiola
Subject: Item #8: GPA-SM-1-20-8 (Companion Case Z-35-20-8)
Date: Saturday, February 6, 2021 8:47:31 AM
As a resident of South Phoenix I strongly oppose the plans for this project as presented.
1. It does not meet the criteria of the master plan for the area.
2. Each "new" proposal from the developer does nothing to address any of the objections
raised by local residents.
Regards,
Jon Allen
Page 1064
From: Challoner, John
To: Enrique A Bojorquez-Gaxiola
Subject: 2/9/21 SMVPC Meeting
Date: Monday, February 8, 2021 10:24:14 AM
Hi Enrique, Please register my opposition to Agenda Item #8: GPA-SM-1-20-8 (Companion Case Z-35-
20-8). Thank you!
Thanks,
John Challoner
6201 South 37th Street.
Phoenix, AZ 85042.
Page 1065
From: jolyn owen
To: Enrique A Bojorquez-Gaxiola
Subject: 40th street and southern zoning change
Date: Tuesday, March 9, 2021 8:39:07 AM
Please note that my husband and I are against this zoning change. We were promised a
different use when Walgreens went in. Time doesn’t change this. I would like to yield my
speaking time to patty Mckinstrey
Jolyn Owen
5624 s 27th place
Sent from the all new Aol app for iOS [apps.apple.com]
Page 1066
From: Karen and Sue
To: Enrique A Bojorquez-Gaxiola
Subject: Opposition to Z-35-20-8 & GPA-SM-1-20-8
Date: Tuesday, February 2, 2021 10:25:14 AM
Good morning Enrique,
My name is Karen Mischlispy and I am opposition to the purposed project at 40th Street and Southern
Ave. I wish to pass my time to speak to Trent Marchuk my neighbor. Also please send the link for me to
attend the meeting.
Hope you and your family are doing well.
Thanks,
Karen Mischlispy
Page 1067
From: Karen and Sue
To: Enrique A Bojorquez-Gaxiola
Subject: cases GPA SM-1-20-8 and Z-35-20-8
Date: Saturday, March 6, 2021 1:19:53 PM
Good afternoon Enrique hope you and your family are doing well.
I would like to attend the virtual meeting with the South Mountain Village Planning committee meeting on
Tuesday, March 9th. Also I want to speak but please pass my speaking time Patty McKinstry.
Please enter this response into the record.
South Mountain Village Planning Committee Case Number:
GPA-SM-1-20-8 & companion Case Z-35-20-8.
Re: The “Sanctuary At South Mountain” purposed development at the Southwest corner of Southern
Avenue and 40th Street.
Submitted by Karen Mischlispy Home Address: 3818 E. St. Catherine Avenue, Phoenix, AZ 85042
I am opposed to the "Sanctuary At South Mountain" development because: a.) it does not meet the
Baseline Master Plan, b.) the density for this development is to high for this area, c.) impact to future
development along Southern Avenue from 40th Street to 24th Street, d.) high density development
creates issues with traffic, parking for staff, visitors, and guests, and e.) the continued pressure to change
and or modify the Zoning and General Plan Amendment is not appropriate for this area. This type of
development would be better located closer to Central Avenue to allow access to the light rail. I
am concerned with the developer's fast-tracking effort to send this negative development through the city
process during a pandemic. This is vital to my future neighborhood and community. The Baseline Master
Plan identified the need to retain the historical significance for future development.
I have lived and worked in the area most of my life. I have seen many changes some good and some not
so good. I want the corner of 40th Street and Southern Avenue to be development appropriately to the
area.
Thank you,
Karen Mischlispy
home phone: 602 438-2928
Page 1068
From: Kaylee Colter
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola; Somos BuildBam
Subject: Fwd: Your Action is Needed: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Thursday, February 4, 2021 12:08:40 PM
As a neighbor who will be impacted by the proposal for rezoning at 40th Street and Southern
Ave, I would like to voice my opposition to the proposal as it has been submitted. The owners
of this property are requesting a change in zoning and because they are asking to make a
change to our community I believe that they should make a good faith effort to maintain the
character intended by the zoning regulations. This proposal does not do this. Not only is the
density too high to be appropriate, they have made very little effort to mitigate the high
density by doing things such as providing more open space, increasing landscape buffers or
integrating the community wide bridle trail. We have spoken with the owners and intended
developers about these items and while they say they will make changes, those changes never
end up in the proposals. I therefore have difficulty trusting that they have a vested interest in
the community. I urge you to hold firm to the special requirements outlined by the
Agricultural overlay. Once the property is developed there is no going back. Thank you for
your time and effort.
Kaylee Colter
3939 E. Saint Catherine Ave
Phoenix, AZ 85042
Begin forwarded message:
From: Trent Marchuk
Subject: Your Action is Needed: Opposition to Proposal at 40th St &
Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: February 3, 2021 at 1:48:07 PM MST
To: Trent Marchuk
mayor.gallego@phoenix.gov, council.district.1@phoenix.gov, council.district.2@phoenix.gov,
council.district.3@phoenix.gov, council.district.4@phoenix.gov, council.district.5@phoenix.gov,
council.district.6@phoenix.gov, council.district.7@phoenix.gov, council.district.8@phoenix.gov,
SouthMountainVPC@phoenix.gov, enrique.bojorquez-gaxiola@phoenix.gov,
somosbuildbam@gmail.com
Page 1069
From: Keena Ortega
To: Enrique A Bojorquez-Gaxiola
Subject: SOMO BUILDINGBAM
Date: Saturday, March 6, 2021 3:45:05 PM
I, Keena Armijo, want it to be note and or stated that I am opposed to GPA SM-1-20-8 Z-35-
20-8 and yield my time to Patty McKinstry.
Thank you.
Page 1070
From: Kent June
To: Enrique A Bojorquez-Gaxiola
Subject: 2/9/21 SMVPC Meeting
Date: Monday, February 8, 2021 7:51:54 PM
Enrique, Please register my opposition to Agenda Item #8: GPA-SM-1-20-8 (Companion
Case Z-35-20-8).
The Planning Department and communities spend a lot of time and energy developing plans
that reflect what communities see their future neighbourhoods and living environments
providing for their families and support businesses. Granted, plans by nature are meant to be
an outline of these visions and will always be subject to change as the world changes around
us; however, this proposed development totally ignores the vision that was developed for this
unique area in South Mountain. The owners of this property from the beginning and
continuing with their different development iterations have ignored this plan and the folks
living in the immediate area while promoting plans that would maximize their ROI. The South
Mountain Village Planning Committee told this group numerous times that this plan is not
right for this parcel of land. This plan needs to be rejected to send a message to the owners to
come up with a plan that reflects the plan for the area while supporting the needs of the area.
Sincerely,
Kent June
3602 E Vineyard Rd
Phoenix, AZ 85042
Page 1071
From: Lisa and Jeff Blankenship
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; council.district.3@phoenix.gon; Council District 4;
Council District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain
VPC; Enrique A Bojorquez-Gaxiola; somosbuildbam@gmail.com
Subject: *Needing your help opposing a project (Z-35-20-8 & GPA-1-20-8)
Date: Sunday, February 21, 2021 2:10:49 PM
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned Residents,
I am a resident of South Mountain Village. I am very concerned - even scared - because of a proposed development
project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8). I urge you to oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open public discussion
about the unintended impacts to infrastructure, health, and safety. How can a single 17 acre rezoning application set
a staggering precedent for 16 million square feet of adjacent land without first engaging the broader community in
active discussion? If it can happen in our historic community, where else in the City will this be permitted to
happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
If a District Overlay needs to be re-written to allow for more flexibility in development, I am supportive of having
those conversations as a community. But, the changes should not be made through precedent created by a single 17
acre rezoning application.
Please support us in opposing this proposal,
Lisa Blankenship
5628 W Euclid Ave
Laveen, AZ 85339
Page 1072
From: Lori Gardner
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola; somosbuildbam@gmail.com
Subject: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Thursday, February 4, 2021 2:30:17 PM
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned
Residents,
I am a resident of South Mountain Village. And I am very concerned - even scared - because
of a proposed development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8).
I urge you to oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open
public discussion about the unintended impacts to infrastructure, health, and safety. How can a
single 17 acre rezoning application set a staggering precedent for 16 million square feet of
adjacent land without first engaging the broader community in active discussion? If it can
happen in our historic community, where else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
If a District Overlay needs to be re-written to allow for more flexibility in development, I am
supportive of having those conversations as a community. But, the changes should not be
made through precedent created by a single 17 acre rezoning application.
Please support us in opposing this proposal,
Lori Gardner
6445 S. 32nd St
Phoenix, AZ 85042
Page 1073
To: Cynthia Gosa-Lazaro
Subject: Fwd: Needing your help opposing a project (Z-35-20-8 and GPA-1-20-8)
---------- Forwarded message ---------
From: Tatiana Peña Marchuk
Date: Thu, Feb 4, 2021 at 12:00 PM
Subject: Fwd: Needing your help opposing a project (Z-35-20-8 and GPA-1-20-8)
To:
Trent and I have been working on a rezoning issue in South Phoenix. We have been working to help Carlos and the rest
of City Council be more supportive to halt some high density housing pushes. Trent had started working more in this last
summer and has done a great amount to influence the rezoning. We also have enlisted our entire neighborhood.
Now we are asking for your help to support our efforts by emailing City Council officials.
We need 100+ emails to be organically sent for our voices to be heard. The Applicant has used COVID-19 to silence the
neighbors in an attempt to push through an inappropriate project that shifts the costs of the attending consequences to the
residents of South Phoenix.
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned Residents,
I am a resident of South Mountain Village. And I am very concerned - even scared - because of a proposed development
project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8). I urge you to oppose this proposal.
This rezoning application will set a precedent to eviscerate decades- old planning without open public discussion about the
unintended impacts to infrastructure, health, and safety. How can a single 17 acre rezoning application set a staggering
precedent for 16 million square feet of adjacent land without first engaging the broader community in active discussion? If
it can happen in our historic community, where else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
If a District Overlay needs to be re-written to allow for more flexibility in development, I am supportive of having those
conversations as a community. But, the changes should not be made through precedent created by a single 17 acre
rezoning application.
Lottie V. Lecian
1847 E. Atlanta Ave.
Phoenix, AZ 85040
e challenge you to ask at least 3 others who live in the South Mountain Village (between 27th Ave to 48th St and
Salt River to South Mountain) to do the same by Sunday, February 7, 2021.
Below, we have provided the email to send and the directions. Literally, five easy steps will take less than five minutes:
1. Click "Forward" on this email, (The title is needed to help this email be more effective).
2. Copy and Paste the below email addresses into the "To:" field,
3. Add a few words of your own expressing your own opinion about this project,
4. Sign with your name and physical address,
5. Hit send and you've done your part!
3731 E Saint Anne Ave [google.com]
Phoenix, AZ 85042 [google.com]
--
Thank you,
Page 1074
Enrique A Bojorquez-Gaxiola
From: llecian@aol.com
Sent: Tuesday, February 16, 2021 6:15 PM
To: Enrique A Bojorquez-Gaxiola
Subject: Re: My concern is that we don't need high density buildings in this neighborhood. It is like living in
housing projects of the past.
Yes I am concerned about the property on 40th Street in South Phoenix.
Lottie Lecian
-----Original Message-----
From: Enrique A Bojorquez-Gaxiola
To: llecian@aol.com
Sent: Tue, Feb 16, 2021 9:06 am
Subject: RE: My concern is that we don't need high density buildings in this neighborhood. It is like living in housing
projects of the past.
Good morning,
How are you? Is your email below related to a zoning case in particular? (So that we can add it to the case file)
Thank you,
Enrique Bojórquez-Gaxiola
Planner II – Village Planner
Planning & Development Department
Long Range Planning
200 W. Washington Street
Phoenix, AZ 85003
Office: (602) 262-6949
***I am currently working remotely on a rotational schedule, but will be checking voicemails multiple times per
day. Please feel free to leave me a voice message or email me for a more timely response. Thank you.***
From: llecian@aol.com
Sent: Monday, February 15, 2021 6:20 PM
To: Enrique A Bojorquez-Gaxiola
Subject: My concern is that we don't need high density buildings in this neighborhood. It is like living in housing projects
of the past.
Page 1075
From: Lu Ann Winters
To: Enrique A Bojorquez-Gaxiola
Subject: Meeting regarding South Mountain Area
Date: Friday, February 5, 2021 11:33:04 PM
Enrique,
I will not be able to attend the following meeting on Tuesday, February 9th at 6 p.m.,
but would like to give my input as a resident in the South Mountain area of Phoenix.
The proposal at 40th St & Southern. Item #8: GPA-SM-1-20-8 (Companion Case Z-
35-20-8)"
I am very much concerned about this proposal as it would add more high-density
housing to an area that is already over populated. The traffic in this area just gets
busier and busier and with more housing it will only get worse. Our streets are not
built for this capacity of traffic.
The following are reasons this project would not be good for our community:
This proposal will destroy the official planning between 24th St and 40th St
between Southern Ave and Vineyard
This area is known as the Mixed Use Agriculture (MUA) District and is planned
for low density housing, among many other requirements.
The MUA contains 16+ million sq ft of remnant farmland bookended by this
project's site to the east and the Arbors to the west.
This proposal will destroy the MUA by setting a precedent of high density
residential at both ends of the MUA district (24th St and 40th St)..
The MUA is within the Baseline Area, which is boxed between Central and 40th
St and Southern and the Preserve
With the MUA destroyed, the Certainty and Character of the Baseline Area
(which is stated as an integral part of the General Plan) will be gutted
Being that the Baseline Area is the largest district in our Village, the South
Mountain Village will also be gutted.
This proposal has far reaching negative consequences to shaping the future of
South Phoenix.
High density housing is not itself bad. Developing high-density housing without
the attending infrastructure and services is short-sighted and bad for the
community.
South Phoenix already lacks the commensurate infrastructure and services to
support such extreme, one-off deviation from the General Plan.
Safety is inextricably linked to proper infrastructure development.
If the attending costs of these liabilities were actually included in the developer's
plan, the project would not be profitable.
The only way for this project to be profitable - and for people outside of South
Phoenix to make lots of money - is to shift those costs to the people of South
Phoenix.
Page 1076
Thank you for taking into consideration these reasons against this project.
Sincerely,
Lu Ann Winters
3434 East Baseline Road, #323
Phoenix, AZ 85042
310-614-4606
Page 1077
From: Lu Ann Winters
To: Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council District 5 PCC;
Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC; Enrique A
Bojorquez-Gaxiola; somosbuildbam@gmail.com; Mayor Gallego
Subject: Fw: Please Help: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Thursday, February 4, 2021 7:27:09 PM
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned Residents,
I am a resident of South Mountain Village. And I am very concerned - even scared - because of a
proposed development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8). I urge you to
oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open public
discussion about the unintended impacts to infrastructure, health, and safety. How can a single 17 acre
rezoning application set a staggering precedent for 16 million square feet of adjacent land without first
engaging the broader community in active discussion? If it can happen in our historic community, where
else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
If a District Overlay needs to be re-written to allow for more flexibility in development, I am supportive of
having those conversations as a community. But, the changes should not be made through precedent
created by a single 17 acre rezoning application.
I am also very much concerned about this proposal due to our streets already being overly crowded with
all the recent developments being added.
Please support us in opposing this proposal,
Lu Ann Winters
3434 East Baseline Road, Unit #323
Phoenix, AZ 85042
Page 1078
From: Lu Ann Winters
To: Enrique A Bojorquez-Gaxiola
Subject: GPA SM-1-20-8 and Z-35-20-8
Date: Friday, March 5, 2021 5:23:27 PM
Enrique,
I am writing in opposition to the above proposal to the land on 40th and Southern in
Phoenix, Arizona. I am in opposition because it will create too much density of
population in the area and goes in direct opposition to the master plan for the area.
My greatest concern is how it will affect traffic in the area. We already have
congestion most of the time on Baseline and Southern and this project would only
add to the problem.
I won't be able to attend the meeting, but would like to give the time that would be
allotted to me to speak to Patty McKinstry.
Thank you,
Lu Ann Winters
3434 East Baseline Road, #323
Phoenix, AZ 85042
Page 1079
From: When Jones
To: Enrique A Bojorquez-Gaxiola
Subject: Opposition to building plan at Southern and 40th St
Date: Monday, March 8, 2021 5:42:07 PM
I am a property owner in Bartlett Heard Ranch. I am opposed to the building plan for the
corner of Southern and 40th St - particularly the current proposed density. I would like to
donate my speaking time at tomorrow’s meeting to Patty McKinstry.
Thank you for your efforts in this matter.
Marianne Walden
602-332-0115
3844 E Vineyard Rd, Phoenix, AZ 85042
Page 1080
From: Marianne Randall
To: Enrique A Bojorquez-Gaxiola
Subject: Oppose project
Date: Saturday, March 6, 2021 7:51:07 AM
I want to be noted as opposing cases GPA SM-1-20-8 and Z-35-20-8.
Thank you
Marianne Randall
Page 1081
From: Mary Hagerty
To: Enrique A Bojorquez-Gaxiola
Subject: #9 GPA-SM-1-20-8 (Companion Case Z-35-20-8) and #10 Z-35-20-8 (Companion Case GPA-SM-1-20-8)
Date: Sunday, March 7, 2021 2:57:02 PM
My name is Mary Hagerty and I live in the South Mountain area. I am against both of these
cases that are on the agenda for the upcoming SMPVC meeting on March 9.
I yield my time to Patty McKinstry.
Mary Hagerty
3241 E Maldonado Dr.
Phoenix, 85042
Page 1082
From: Mary Jene Flores
To: Enrique A Bojorquez-Gaxiola
Subject: Somos buildbam
Date: Saturday, March 6, 2021 3:39:25 PM
I mary jene Flores, Am stating that I am opposed to GPA Sm-1-20-8 & 2-35-20-8
I yield my time to Patty McKinstry
Thank you,Sincerely
Mary jene Flores
Page 1083
From: Mary-Laura Brooks
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola; somosbuildbam@gmail.com
Subject: Fwd: Fwd: Your Action is Needed: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Saturday, February 6, 2021 4:07:10 PM
Dear City Council, Mayor, , Village Planning, City Planners, and Concerned Residents,
I have lived in the South Phoenix area for 40 years. I have watched the growth and
development - most positive, but some, such as this plan, leans to the negative. I am familiar
with the South Mountain Village plans for development and question where this plan ( 40th St
& Southern ( Z-35-20-8 & GPA 1-20-8) fits in. We are living in a historically significant area
and that is a reason that most of us choose to continue to reside here. It's different then the
suburbs that surround the Valley of the Sun. Its uniqueness should and must be preserved by
thoughtful discussion based on South Mountain residents community minded input and
decisions. It is not the developers' or land owners or city council role to make absolute
choices about zoning and other developmental concerns . It is the right and role of the
community and tax paying residents to have the majority of say.
Another concerning fact is there has been minimal public communication about this rezoning.
As our community deals with the COVID crisis, it is even more essential that people are made
more aware of any proposed zoning changes. People are focused on their health and welfare so
it is imperative that a greater effort be made to communicate changes . If you say there are
signs posted with zoning info or meetings, please consider that even though people may live
in South Phoenix, they may not pass this particular part of the city on a regular basis. This
proposal is of significant concern to to all South Phoenix residents because it could set a
precedent for future development.
Thank you for your consideration in this matter
Mary-Laura Brooks
2127 E. Fawn Dr. Phoenix 85042
-------- Forwarded Message --------
Subject:Fwd: Your Action is Needed: Opposition to Proposal at 40th St & Southern Ave (Z-
35-20-8 and GPA-1-20-8)
Date:Thu, 4 Feb 2021 11:56:32 -0700
From:Kaylee Colter
To:Richard Brooks
Since you will soon be neighbors too, perhaps you might help us create some opposition if you
have some time?
Page 1084
Begin forwarded message:
From: Trent Marchuk
Subject: Your Action is Needed: Opposition to Proposal at 40th St &
Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: February 3, 2021 at 1:48:07 PM MST
To: Trent Marchuk
Hi Neighbors,
If you feel passionate about what you read below in the email below,
please forward this entire email string to the City officials listed below and
add your own thoughts in opposition to the project.
Literally, five easy steps will take less than five minutes:
1. Click "Forward" on this email,
2. Copy and Paste the below email addresses into the "To:" field,
3. Add a few words of your own expressing your own opinion about this
project,
4. Sign with your name and mailing address,
5. Hit send and you've done your part!
mayor.gallego@phoenix.gov, council.district.1@phoenix.gov,
council.district.2@phoenix.gov, council.district.3@phoenix.gov,
council.district.4@phoenix.gov, council.district.5@phoenix.gov,
council.district.6@phoenix.gov, council.district.7@phoenix.gov,
council.district.8@phoenix.gov, SouthMountainVPC@phoenix.gov,
enrique.bojorquez-gaxiola@phoenix.gov, somosbuildbam@gmail.com
We need 100+ emails to be organically sent for our voices to be heard.
The Applicant has used COVID-19 to silence the neighbors in an attempt
to push through an inappropriate project that shifts the costs of the
attending consequences to the residents of South Phoenix.
We challenge you to ask at least 3 others who live in the South
Mountain Village (between 27th Ave to 48th St and Salt River to
South Mountain) to do the same by Sunday, February 7, 2021.
Your sending an email to our elected representatives at this time is
absolutely critical.
Thank you,
Trent Marchuk
somosbuildbam.org [somosbuildbam.org]
---------- Forwarded message ---------
From: Trent Marchuk
Date: Wed, Feb 3, 2021 at 1:27 PM
Page 1085
Subject: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-
1-20-8)
To:
District 6 PCC
Enrique Bojorquez
Hello Mayor, City Council Members, Village Planning, City Planners, and
Concerned Residents,
I am a resident of South Mountain Village. And I am very concerned - even
scared - because of a proposed development project at 40th St and Southern Ave
(Z-35-20-8 and GPA-1-20-8). I urge you to oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning
without open public discussion about the unintended impacts to infrastructure,
health, and safety. How can a single 17 acre rezoning application set a staggering
precedent for 16 million square feet of adjacent land without first engaging the
broader community in active discussion? If it can happen in our historic
community, where else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic
developers.
If a District Overlay needs to be re-written to allow for more flexibility in
development, I am supportive of having those conversations as a community.
But, the changes should not be made through precedent created by a single 17
acre rezoning application.
Please support us in opposing this proposal,
Trent Marchuk
3731 E Saint Anne Ave
Phoenix, AZ 85042
Page 1086
From: Mary-Laura Brooks
To: Enrique A Bojorquez-Gaxiola
Subject: Cases GPA SM-1-20-8 and Z-35-20-8 RE: 40th St & Southern
Date: Saturday, March 6, 2021 5:46:44 PM
Dear Mr. Bojorquez-Gaxiola
Please add this email in the record as me opposing the the cases GPA
SM-1-20-8 and Z-35-20-8.
My main concerns are density and related traffic issues that will result
from proposed density. I also hope those involved will respect the
uniqueness of South Phoenix and it's agricultural history. Why destroy
what has been so diligently maintained throughout the years. I'd like
future generations to have a glimpse of the past of this great
community rather than all the brick, mortar and pavement that is so
prevalent in today's growth.
Please yield my time to speak to Patty McKinstry.
Thank you
Mary-Laura Brooks
Page 1087
From: When Jones
To: PDD South Mountain VPC; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4;
Council District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; Enrique A Bojorquez-
Gaxiola; Mayor Gallego; somosbuildbam@gmail.com
Subject: Fwd: Your Action is Needed: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Thursday, February 4, 2021 7:20:05 PM
Hello,
My name is Marianne Walden. I’m a homeowner in Bartlett-Heard Ranch. I’d like to state that
I am not in favor of allowing the proposed rental housing development at the corner of
Southern and 40th St. There is presently a lot of traffic congestion at that corner at rush hour
with traffic coming south on 40thSt and traffic trying to turn in and out of Walgreens and the
Shell station on the other corner. Adding the additional amount of vehicles that this
subdivision would bring to this area would create a lot of daily frustration and dangerous
situations for the residents.
I’m requesting that the city not approve this overcrowded development plan, and remain with
a plan that would have either one or two houses per acre.
Thank you for your consideration.
---------- Forwarded message ---------
From: When Jones
Date: Wed, Feb 3, 2021 at 1:55 PM
Subject: Fwd: Your Action is Needed: Opposition to Proposal at 40th St & Southern Ave (Z-
35-20-8 and GPA-1-20-8)
To: Zack lindsay
---------- Forwarded message ---------
From: Trent Marchuk
Date: Wed, Feb 3, 2021 at 1:48 PM
Subject: Your Action is Needed: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-
8 and GPA-1-20-8)
To: Trent Marchuk
Hi Neighbors,
If you feel passionate about what you read below in the email below, please forward
this entire email string to the City officials listed below and add your own thoughts in
opposition to the project.
Literally, five easy steps will take less than five minutes:
1. Click "Forward" on this email,
2. Copy and Paste the below email addresses into the "To:" field,
3. Add a few words of your own expressing your own opinion about this project,
4. Sign with your name and mailing address,
5. Hit send and you've done your part!
mayor.gallego@phoenix.gov, council.district.1@phoenix.gov,
Page 1088
council.district.2@phoenix.gov, council.district.3@phoenix.gov,
council.district.4@phoenix.gov, council.district.5@phoenix.gov,
council.district.6@phoenix.gov, council.district.7@phoenix.gov,
council.district.8@phoenix.gov, SouthMountainVPC@phoenix.gov, enrique.bojorquez-
gaxiola@phoenix.gov, somosbuildbam@gmail.com
We need 100+ emails to be organically sent for our voices to be heard. The Applicant
has used COVID-19 to silence the neighbors in an attempt to push through an
inappropriate project that shifts the costs of the attending consequences to the
residents of South Phoenix.
We challenge you to ask at least 3 others who live in the South Mountain
Village (between 27th Ave to 48th St and Salt River to South Mountain) to do the
same by Sunday, February 7, 2021.
Your sending an email to our elected representatives at this time is absolutely critical.
Thank you,
Trent Marchuk
somosbuildbam.org [somosbuildbam.org]
---------- Forwarded message ---------
From: Trent Marchuk
Date: Wed, Feb 3, 2021 at 1:27 PM
Subject: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
To:
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned
Residents,
I am a resident of South Mountain Village. And I am very concerned - even scared - because
of a proposed development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8).
I urge you to oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open
public discussion about the unintended impacts to infrastructure, health, and safety. How can a
single 17 acre rezoning application set a staggering precedent for 16 million square feet of
adjacent land without first engaging the broader community in active discussion? If it can
happen in our historic community, where else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
Page 1089
If a District Overlay needs to be re-written to allow for more flexibility in development, I am
supportive of having those conversations as a community. But, the changes should not be
made through precedent created by a single 17 acre rezoning application.
Please support us in opposing this proposal,
Trent Marchuk
3731 E Saint Anne Ave [google.com]
Phoenix, AZ 85042 [google.com]
Page 1090
From: M Bontrager
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola
Subject: Proposed development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Thursday, February 4, 2021 7:11:07 AM
Hello Mayor, City Council Members, Village Planning, City Planners,
I am a resident of South Mountain Village. And I am very concerned because of a proposed
development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8). I urge you to
oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open
public discussion about the unintended impacts to infrastructure, health, and safety. How can a
single 17 acre rezoning application set a staggering precedent for 16 million square feet of
adjacent land without first engaging the broader community in active discussion?
If a District Overlay needs to be re-written to allow for more flexibility in development, I am
supportive of having those conversations as a community. But, the changes should not be
made through precedent created by a single 17 acre rezoning application.
Sincerely,
Monique Bontrager
6401 S 37th str PHX AZ 85042
602 770 4526
Page 1091
From: M Bontrager
To: Enrique A Bojorquez-Gaxiola
Subject: Opposition to Agenda item #8 for tomorrows Village Planning MTG
Date: Monday, February 8, 2021 10:44:21 AM
Good Morning Enrique,
I’d like to register my opposition to Agenda Item #8: GPA-SM-1-20-8 (Companion Case Z-35-20-8). Happening
02/09/202. I do not need to speak.
Thank you and have a great day
Monique Bontrager
============
Page 1092
From: noblemanor@cox.net
To: Enrique A Bojorquez-Gaxiola
Date: Friday, March 5, 2021 6:23:59 PM
We, the Noble family, owners of property at 3880 E Vineyard Rd don't wish to speak but
would like it known that we are opposed to the proposal for the land at 40th St and Southern.
We will let Patty speak for us. Thank you.
Page 1093
From: Somos BuildBam
To: Enrique A Bojorquez-Gaxiola
Cc: PDD South Mountain VPC; Council District 8 PCC; Somos BuildBam
Subject: Opposition Petitions (Z-35-20-8 and GPA-1-20-8)
Date: Monday, February 8, 2021 12:11:59 PM
Attachments: Opposition Petition to Z-35-20-8 & GPA-SM-1-20-8.pdf
Hi Enrique,
Please find attached signatures in opposition to the planned development off of 40th St and
Southern.
Kindly request to add to the case file for Z-35-20-8 & GPA-SM-1-20-8.
94.5% (52 of 55 ) residential parcels to the immediate south of this proposal are in
active opposition to this proposal.
This comprises 80+ acres of adjacent and contiguous land in active opposition
This is over six times (6x) the land area of the proposal, using county assessor
numbers, that is in active opposition.
Another nearby 12 property owners, comprising another ~20 acres, are also in active
opposition
We hope this dispels any prior unsubstantiated misrepresentation counter to the following
points:
1. The vast majority of neighbors are in active opposition to this proposal
2. This proposal will hurt the South Mountain Community
3. Somosbuildbam.org does not represent a "small handful", but have represented the
views of many residents in the presented opposition to-date;
Please note, the above does not include all of the active opposition to this project received to-
date, just a catalog of the immediate neighbors.
Thank you,
Trent Marchuk
Page 1094
Page 1095
Page 1096
Page 1097
Page 1098
Page 1099
Page 1100
Page 1101
Page 1102
Page 1103
Date: Tue, 2 Feb 2021 19:11:53 -0700
Subject: 40th st and southern property virtual hearing next week Feb9
hi Enrique - I live in Heard ranch and recently remodeled my home with significant iinvestment. I would like to attend
this meeting as I am concerned about the high density neighborhood being planned even after initial inputs to the
developer on the intent of this neighborhood and better options for this parcel. We suggested win-win options to
current residents and developer and would like to hear what the development team has to say about the inputs.Can u
pls send me the invite to the virtual meeting.
rgds
Raj Chotalla
3840 E Vineyard
Phoenix 85042
Page 1104
From: Regena Gustafson
To: Enrique A Bojorquez-Gaxiola
Subject: Z-35-20-8 and GPA-SM-1-20-8 40th and Southern Project
Date: Monday, March 8, 2021 4:19:13 PM
This is to register our opposition to the project Z-35-20-8 and GPA-SM-1-20-8 40th and Southern
Project.
While I am unable to attend and speak to this matter directly, I would like to yield my time to Patty
McKinstry.
Thank you for your time. Jeremy and Regena Gustafson
WARNING! WIRE FRAUD ADVISORY
Wire fraud and email hacking/phishing attacks are on the rise! If
you receive an email containing Wire Transfer Instructions, DO NOT
RESPOND TO THE EMAIL! Instead, call your loan officer or closer
immediately, using previously known phone number and NOT any
information provided in the email, to voice verify the information
prior to sending any funds.
Page 1105
Page 1106
Page 1107
From: Robert Underwood
To: Enrique A Bojorquez-Gaxiola
Cc: Trent Marchuk; Patty & Bruce McKinstry
Subject: South Mountain Village Commission meeting 3-9-21
Date: Monday, March 8, 2021 1:02:07 PM
Good afternoon, Enrique I would like to request to speak tomorrow at the South Mountain Village
Planning Commission. I am a long time resident of the Bartlett Heard community and a business
owner that is adjacent to the proposed rezoning case. I am definitely opposed to the rezoning of
40th Street and Southern ( 2-35-20-8 and GPA-SM-1-20-8) as proposed. I believe we can work with
the developer and owner to come up with an agreeable solution. Thank you for your consideration.
Respectfully Bob Underwood
robert l. underwood
chief executive officer
AAA LANDSCAPE
3747 E. Southern Avenue, Phoenix, AZ 85040
P 602.437.2690 F 602.437.2970
www.aaalandscape.com [aaalandscape.com]
We Beautify the World
Page 1108
From: LYNN NOBLE
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola; somosbuildbam@gmail.com
Subject: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Wednesday, February 3, 2021 3:10:46 PM
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned
Residents,
I am a resident of South Mountain Village. And I am very concerned - even scared - because
of a proposed development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8).
I urge you to oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open
public discussion about the unintended impacts to infrastructure, health, and safety. How can a
single 17 acre rezoning application set a staggering precedent for 16 million square feet of
adjacent land without first engaging the broader community in active discussion? If it can
happen in our historic community, where else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
If a District Overlay needs to be re-written to allow for more flexibility in development, I am
supportive of having those conversations as a community. But, the changes should not be
made through precedent created by a single 17 acre rezoning application.
Please support us in opposing this proposal,
Ronald and Lynn Noble
3880 E Vineyard Rd
Phoenix, AZ 85042
Page 1109
From: Sandy Bawden
To: Enrique A Bojorquez-Gaxiola
Subject: SMVPC Meeting February 9, 2021
Date: Monday, February 8, 2021 10:37:40 AM
Good morning Enrique,
Please register my opposition to Agenda item#8 GPA-SM-1-20-8 (Companion Case Z-35-20-
8).
I wiill also give my time to speak to Trent Marchuk.
Thank you,
Sandy Bawden
Page 1110
From: Sandy Bawden
To: Enrique A Bojorquez-Gaxiola
Subject: SMVPC March 9 Meeting
Date: Tuesday, March 9, 2021 5:14:55 AM
Good morning Enrique,
I hope you are doing well. Please register my opposition to Agenda item#9 GPA-SM-1-20-8 (Companion Case Z-35-20-8).
I will also give my time to speak to Patty McKinstry.
Thank you,
Sandy Bawden
Page 1111
From: Sara Dunsford
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola; somosbuildbam@gmail.com
Subject: Needing your help opposing a project (Z-35-20-8 and GPA-1-20-8)
Date: Thursday, February 4, 2021 5:17:19 PM
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned
Residents,
I am a resident of South Mountain Village. And I am very concerned because of a
proposed development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-
20-8). I urge you to oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning
without open public discussion about the unintended impacts to infrastructure,
health, and safety. How can a single 17 acre rezoning application set a staggering
precedent for 16 million square feet of adjacent land without first engaging the
broader community in active discussion? If it can happen in our historic
community, where else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic
developers.
If a District Overlay needs to be re-written to allow for more flexibility in
development, I am supportive of having those conversations as a community. But,
the changes should not be made through precedent created by a single 17 acre
rezoning application.
With concern,
Mrs. Sara T. Dunsford
914 East Beth Drive
Phoenix, Arizona 85042
Page 1112
From: Jeff Zink
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola; somosbuildbam@gmail.com
Subject: Opposing a project (Z-35-20-8 & GPA-1-20-8)
Date: Friday, February 5, 2021 12:54:22 PM
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned Residents,
I am a resident of South Mountain Village. And I am very concerned - even scared - because of a
proposed development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8). I urge you to
oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open public
discussion about the unintended impacts to infrastructure, health, and safety. How can a single 17 acre
rezoning application set a staggering precedent for 16 million square feet of adjacent land without first
engaging the broader community in active discussion? If it can happen in our historic community, where
else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
If a District Overlay needs to be re-written to allow for more flexibility in development, I am supportive of
having those conversations as a community. But, the changes should not be made through precedent
created by a single 17 acre rezoning application.
Please support us in opposing this proposal,
Jeff and Stephanie Zink
2115 W. Vineyard Road
Phoenix, AZ 85041
Page 1113
From: Tanis June Earle
To: Enrique A Bojorquez-Gaxiola
Cc: Patty McKinstry
Subject: 3/9/21 SMVPC Meeting GPA SM-1-20-8 and Z-35-20-8
Date: Saturday, March 6, 2021 9:37:46 AM
Good morning Enrique,
My husband and I would like for it to be noted at Tuesday's meeting that we are very much in
opposition to Agenda Item #9 and #10: GPA-SM-1-20-8 and Z-35-20-8.
We yield our time to Patty McKinstry to speak in unified opposition.
We own and live at 3602 E Vineyard Rd Phoenix, AZ 85042
Bartlett Heard Ranch Neighborhood
Thank you,
Tanis and Ambrose Earle
602.469.0617
Page 1114
From: Tanis June Earle
To: Enrique A Bojorquez-Gaxiola
Subject: 2/9/21 SMVPC Meeting GPA-SM-1-20-8/Z-35-20-8
Date: Monday, February 8, 2021 11:56:07 AM
Good morning Enrique,
My husband and I would like for it to be noted at tomorrow's meeting that we are very much
in opposition to Agenda Item #8: GPA-SM-1-20-8 (Companion Case Z-35-20-8).
We own and live at 3602 E Vineyard Rd Phoenix, AZ 85042
Bartlett Herd Ranch Neighborhood
Thank you,
Tanis and Ambrose Earle
602.469.0617
Page 1115
From: Tatiana Peña Marchuk
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola; somosbuildbam@gmail.com
Subject: Fwd: Your Action is Needed: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Thursday, February 4, 2021 11:46:53 AM
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned
Residents,
I am a resident of South Mountain Village. And I am very concerned - even scared - because
of a proposed development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8).
I urge you to oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open
public discussion about the unintended impacts to infrastructure, health, and safety. How can a
single 17 acre rezoning application set a staggering precedent for 16 million square feet of
adjacent land without first engaging the broader community in active discussion? If it can
happen in our historic community, where else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
If a District Overlay needs to be re-written to allow for more flexibility in development, I am
supportive of having those conversations as a community. But, the changes should not be
made through precedent created by a single 17 acre rezoning application.
Please support us in opposing this proposal,
Tatiana Peña
3731 E Saint Anne Ave
Phoenix, AZ 85042
Page 1116
From: Ted Wall
To: Enrique A Bojorquez-Gaxiola
Subject: 2/9/21 SMVPC Meeting
Date: Monday, February 8, 2021 9:28:05 AM
Hi Enrique, Please register my opposition to Agenda Item #8: GPA-SM-1-20-8 (Companion Case Z-35-
20-8). Thanks!!
Sincerely -
Theodore R Wall
INSIGHT VALUATION
3820 E Vineyard Rd
Phoenix, AZ 85042
602.663.4131
Ted.wall@insight-valuation.com
Page 1117
From: Thom Bawden
To: Enrique A Bojorquez-Gaxiola
Subject: SMVPC Meeting Tonight February 9, 2021
Date: Tuesday, February 9, 2021 7:20:19 AM
Hello Enrique,
Please register my opposition to Agenda item#8 GPA-SM-1-20-8 (Companion Case
Z-35-20-8). This development is not a good fit for this property.
Thank you,
Thom Bawden
Page 1118
From: Thom Bawden
To: Enrique A Bojorquez-Gaxiola
Subject: SMVPC March 9 Meeting
Date: Tuesday, March 9, 2021 5:21:59 AM
Hello,
Please register my opposition to Agenda Item #9 GPA-SM-1-20-8 (Companion case Z-35-20-8). I will also give my time to speak to
Bob Underwood.
Thank you,
Thom Bawden
Page 1119
From: Tina Behrens
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola; somosbuildbam@gmail.com
Subject: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Monday, February 8, 2021 9:57:24 AM
Importance: High
As an established resident of the Bartlett Heard Ranch, I urge you to oppose this proposal. Allowing
development that erodes the General Plan that was created and approved by this community is a
tremendous blow to those of us who work hard to care for and foster this unique neighborhood.
Please DO NOT allow any zoning changes to this property.
Sincerely,
Tina Leadbetter
3268 E. Vineyard Rd
Phoenix, AZ 85042
---------- Forwarded message ---------
From: Trent Marchuk
Date: Wed, Feb 3, 2021 at 1:27 PM
Subject: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
To:
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned Residents,
I am a resident of South Mountain Village. And I am very concerned - even scared - because of a
proposed development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8). I urge you
to oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open
public discussion about the unintended impacts to infrastructure, health, and safety. How can a
single 17 acre rezoning application set a staggering precedent for 16 million square feet of adjacent
land without first engaging the broader community in active discussion? If it can happen in our
historic community, where else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
Page 1120
If a District Overlay needs to be re-written to allow for more flexibility in development, I am
supportive of having those conversations as a community. But, the changes should not be made
through precedent created by a single 17 acre rezoning application.
Please support us in opposing this proposal,
Trent Marchuk
3731 E Saint Anne Ave
Phoenix, AZ 85042
Page 1121
From: Tina Behrens
To: Enrique A Bojorquez-Gaxiola
Subject: Z-35-20-8 and GPA-SM-1-20-8
Date: Monday, March 8, 2021 3:24:53 PM
I’d like to register my opposition to the proposed development at 40th Street & Southern Ave in
Phoenix (Z-35-20-8 and GPA-SM-1-20-8). I would like to yield my time to speak to Patty McKinstry.
Please let me know if you need additional information.
Tina Leadbetter
3268 E. Vineyard Rd
Phoenix, AZ 85042
Page 1122
From: Tod Hegstrom
To: Mayor Gallego; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4; Council
District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; PDD South Mountain VPC;
Enrique A Bojorquez-Gaxiola; somosbuildbam@gmail.com
Subject: SE Corner 40th St & Southern - Zoning Change Request - Apposed
Date: Monday, February 8, 2021 5:15:45 PM
To All -
Proposal: Zoning Change Request at 40th St & Southern Ave (Z-35-20-8 and GPA-
1-20-8)
My Position: Opposed to the above sited zoning changes.
Significant time and effort has been placed, by dozens of South Phoenix
residents, into constructing the plans for the South Mountain area. And
more specifically to the Baseline Corridor.
Obviously things change, the plans can change. However, the plan has
NOT changed.
The zoning request is not consistent with the plan and zoning request
significantly changes the use. High Density Residential.
We've lost the flower gardens, we've lost the citrus groves, we've lost
the cotton fields. We've been inundated with so many apartment
complexes and high density housing ... and it has to STOP.
Yes, I remember all of those beautiful attributes of South Phoenix. I've
lived in South Phoenix for over four decades. My spouse grew up in
South Phoenix. Our kids grew up in South Phoenix, and our kids did NOT
move away. Our grandkids are growing up in South Phoenix.
I know what we had, I know what we have. A lot has changed. This
zoning should not be changed.
Stop it here. Stop it now.
Respectfully Submitted,
- Tod
Tod Hegstrom
602.758.5855
16th St & Southern Area
Psalms 37:5 | Commit thy way unto the LORD; trust also in him;
and he shall bring it to pass.
Page 1123
"Right is right even if no one is doing it; wrong is wrong even if everyone is doing it."
St. Augustine/Augustine of Hippo
And, for the Geeky types:
SELECT * FROM users WHERE clue > 0
returned 0 results
There's no place like 127.0.0.1
There are 10 types of people in the world: those who understand
binary, and those who don't.
Page 1124
From: Trent Marchuk
To: Adriana Garcia Maximiliano
Cc: Bereket Gebre-Egziabher; Bob Underwood; Enrique A Bojorquez-Gaxiola; FABIOLA MARQUEZ; Greg Brownell;
Pattihoash@gmail.com; Patty & Bruce McKinstry; Patty Mckinstry
Subject: Notes 3/4/21 - 40th St Follow Up - D8 Meeting
Date: Thursday, March 4, 2021 4:27:45 PM
Attachments: image003.png
image001.png
image002.png
40th&Southern_3.04.21.pdf
Hi Adriana and Councilmember Garcia,
Thank you for organizing today's meeting between the Councilmember, members of the
community, members of the SMVPC, and the Applicant. As mentioned during the call, I was
- and am in this email - playing the role of resident and constituent.
The neighbors are grateful that the Applicant recognized today that there has been a
misconception on the part of the Applicant for the last 8 months. The Applicant correctly
observed that the pro-development neighbors are, and have been, willing to work on a solution
and a compromise. We can't help but think of all the potential unnecessary churn (in both
time and money) that has resulted from the Applicant's unilateral propagation of this
misconception. For that recognition, we are grateful
Main Concerns
Please see attached the presentation the neighbors collectively put together to succinctly
capture our main concerns. These main concerns can be boiled down to:
1. Density,
2. Density Transition, and
3. Attending Legal Documents
Any other concerns brought up by the Applicant are representative of the Applicant's
concerns and not the neighbors' primary concerns.
Just as the Neighbors lack a decree to plan the land around them, it is hard to imagine a
Village Planning Committee, Planning Commission, or even a City Council willing to
substitute a myopic view on one proposal when such a devastating Precedent would negatively
reverberate throughout the legal and governing documents, including at least 400+ acres of
surrounding land.
Key Take-Aways
Due to the trend towards convoluted PUDs, the neighbors strongly prefer hard zoned
categories.
The South Parcel S-1 zoning needs to change, since S-1 is antiquated. We support
upgrading to RE-35, but concede up to R1-18.
The North Parcel's C-2 w/ stipulations is preferred not to change and to remain as-is.
These stipulations were negotiated in good faith and the neighbors, including the
business owner to the west, have tangibly performed their end of the agreement.
The property owner is not known to have yet tangibly performed any portion of
their agreement - including not even marketing the land properly for 15+ years.
Page 1125
Any change to the existing C-2 stipulations will require a hearing with the
SMVPC
To demonstrate the pro-development nature of the neighbors, we proactively
concede further an openness to negotiating the existing stipulations to allow some
level of residential on the north 7 acres.
The Applicant is invited to work with the Neighbors to collectively determine
what trade-offs are acceptable.
In support of the above and the discussions today, there have been some minor
adjustments made to the deck. If you have any questions, please reach out and we will be
happy to explain each point of clarification.
The benefit of allowing the neighbors to share what they have collectively organized in
advance is a great efficiency that is invaluable to productive conversation. Your continuing to
allow the practice is of great value to the process and to transparency. We recognize that the
result of these neighbor slides is that the ensuing conversation is focused and we can
accomplish a lot in just one hour.
Optimism
The neighbors remain optimistic. We see a path forward to work with the Applicant, if they
so desire to work with us. If they do not, we recognize this market is sufficiently conducive to
another developer being willing to work with the community - especially if/when the land is
actually marketed properly.
We have recognized the current, legal hard zoning and shared the neighbors' preferred
outcome based upon decades old agreements that the neighbors have performed upon, but the
property owner has not.
Despite this situation, the pro-development neighbors have provided additional concessions
that should be sufficient for a respectful developer to act upon and realize their required rate of
return.
We remain willing to discuss further and find a mutually agreeable solution
Respectfully submitted,
Trent Marchuk
On Wed, Mar 3, 2021 at 7:41 PM Trent Marchuk
Hi Adriana,
We met as Neighbors tonight and will be able to accommodate the meeting tomorrow at
12n.
Depending how that conversation goes, we could use Monday 9a as a follow-up discussion.
Thank you,
Trent
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Page 1133
From: Trent Marchuk
To: Enrique A Bojorquez-Gaxiola
Cc: PDD South Mountain VPC; Council District 8 PCC; Adriana Garcia Maximiliano; Somos BuildBam
Subject: Support_Petition Signatures_01-26-21.pdf (Z-35-20-8 and GPA-1-20-8)
Date: Thursday, February 4, 2021 12:24:10 PM
Hi Enrique,
Please add this email to the official case file for Z-35-20-8 and GPA-1-20-8.
Somosbuildbam.org reviewed the Applicant's support petition submissions as found in the
Records Request file entitled, "Support_Petition Signatures_01-26-21.pdf". Our resident
collective counted 249 submissions in total.
With the below concerns, we strongly believe that the validity and integrity of the Applicant's
support petition should be carefully analyzed and request the City to perform additional due
diligence.
A general observation is that all 249 submissions lack a date. The neighbors believe that it
matters to know when these signatures were supposedly collected. Does the City share that
concern?
A second general observation is that the level of organization and effort that went into this
activity must have been well planned and taken significant time. When the Applicant's plan
was rejected in 2019, it was with a recommendation to start with the neighborhood
homeowners next time around. Why is there virtually no support for this proposal garnered
from the neighborhood homeowners and property owners within the Baseline Area Overlay
District (BAOD) nor in the Mixed Use Agricultural (MUA) District?
More specifically, our analysis indicates that over one in four of the Applicant's submissions
are open to challenge based upon a simple initial analysis:
46 submissions appear to lack actual signature,
13 addresses cannot be found,
5 submissions have addresses listed outside the Village or at a motel, and
1 was a duplicate.
However, we have particular concern about 3 households:
1. Ron Apodaca. Mr Apodaca claims he never signed the Applicant’s petition. He states
that she approached him at a gas station, asked him to sign, and he refused. He was
coming from work and wearing a name tag that identified him. Mr Apodaca is surprised
and concerned that his signature appears to be forged.
2. Phil Keyack. The address associated with this signature is listed as owned by Ronald
and Lynn Noble. Phil Keyack was staying as a guest temporarily at the Noble
residence. Phil Keyack did not have authorization from the Noble family to sign for
their property address. Mr Noble, the property owner, is opposed to this project and is
surprised and concerned their address appears to be misrepresented by the Applicant.
This opens a question for about 118 (or nearly half) of the submissions where the
signatory does not match the last name of a registered property owner.
3. William and Janet Sills. William and Janet were dear members of our community. We
Page 1134
would like to know the dates of these signatures. William is now deceased, but he
battled with dementia for quite some time. Janet has had her own health issues for quite
some time and is no longer in the home. They both reportedly have actively fought for
the community against opportunistic developers in the past. Multiple neighbors have
cared for and watched over William "Stu" and Janet for years. There is strong suspicion
among some of those neighbors that someone may have taken advantage of William
"Stu" and Janet's declining and elderly state when securing their signatures. Would this
be of concern to the City?
We have found other anomalies with the submitted signatures, but the above are the most
straight-forward to explain and are deeply concerning.
One neighbor believes that there is a legal term when finding one forgery that calls all
accompanying submissions into question. They mentioned the phrase “Falsus en uno Falsus
en omnibus” which supposedly means "False in one false in all".
We are not lawyers, so could not definitively state that a forgery occurred nor what would be
the remedy if it did occur. Can you guide us in this matter? Do you need any further details
from the neighbors to support any of the above?
What does the City do with the signatures themselves when provided information about
misrepresented signatures that have been submitted?
Respectfully submitted,
Trent Marchuk
somosbuildbam.org [somosbuildbam.org]
Page 1135
Enrique A Bojorquez-Gaxiola
From: Trent Marchuk
Sent: Thursday, February 18, 2021 4:55 PM
To: Adriana Garcia Maximiliano
Cc: BILL GLOVER; Bereket Gebre-Egziabher; Beth Postma; Bob Underwood; FABIOLA MARQUEZ; Greg
Brownell; Patty & Bruce McKinstry; Patty Mckinstry; Ted Wall; Van Jackson; Pattihoash@gmail.com;
PDD South Mountain VPC; Enrique A Bojorquez-Gaxiola; Marcia Busching
Subject: 40th & Southern 2-18-21 Meeting - Neighbor Presentation
Attachments: Councilmember Garcia 40th_Southern_02.18.21.pdf; 40th&Southern_CBRE_Flyer.pdf
Hi Adriana,
Please extend our gratitude to Councilmember Garcia for facilitating today's discussion. The neighbors are appreciative
and we indeed are interested in a follow‐up discussion.
Please find attached the neighbors' presentation from today as well as the flyer that has been used to market the land.
Also, please find comments below in reference to:
Framing Density Increases
Transitional Density Reference Points
Neighbor Willingness to Negotiate
Framing of Density Increases
To Mr Morris' point, accurate framing of the density increase is important.
One way to consider the framing is the General Plan envisions 2 du/acre. This proposal asks for 11.2 du/acre. Hence,
we have simply represented a 460% increase relative to the General Plan ‐ which is a legal document.
A second way to see it is according to the hard zoning. Jason is right that normally C‐2 applied to the north parcel can
generally realize ~17 du/acre and the General Plan envisions 2 du/acre for the south parcel. However, creating the ~136
unit max for the 17 acres is at the heart a disingenuous calculation. It compares apples to oranges by using one generic
hard zoning number combined with a General Plan number. Basically, it uses mathematical gymnastics / smoke and
mirrors to inaccurately purport a 40% increase.
Since the General Plan was used in the first approach, the logically consistent way of showing this second perspective of
density increase is by using the existing hard zoning.
Currently, the south 10 acre parcel is zoned S‐1 or 1 du/acre. That is ~10 units total for the south.
The north parcel is currently zoned C‐2 w/ stipulations. These existing stipulations currently preclude any
residential use on those 7 acres. That is ~0 units total on the north.
So, we have (10+0) 10 total dwelling units that can currently go on that combined land as it is currently zoned.
That all equates to (193‐10)/10 or roughty an 1,800% increase, if we are to go with an apples to apples analysis.
So, is 460% increase or an 1,800% increase a better framing?
Transitional Density Reference Points
Page 1136
That being said, the neighbors have not told the Applicant ‐ using his words ‐ to go away. We are optimistic a
compromise can be made. And Marcia Busching's compromise, as mentioned, the neighbors would be willing to explore
further.
The neighbors have consistently said Density is our main concern. The desire for "transitional density" is not in
reference to the one multi‐family complex kitty corner across the street (probably zoned before districting) nor the
vacant land to the north envisioned for eventual commercial park nor even the Industrial Park (which isn't that a form of
Commercial? please check bc the naming convention might otherwise throw a casual observer) to the east.
What's important to note is all of those references are outside of the Baseline Area Master Plan, the BAOD, and the
MUA. Historically, 40th St is a manmade barrier, because the past developers thought people would only buy homes in
the Tempe School District and wouldn't buy homes in the Roosevelt School District. (How fair is that?!) And Southern is
a manmade barrier between residential and the commerce park to the north that serves as a buffer to Industrial. So,
comparing this corner to the other three corners totally disregards context and real history.
Therefore, the reference point for proper density transition has always been from within the Baseline Area Master Plan
and from within the attending Overlay Districts to which this land is part. To frame it otherwise is misleading, at best.
Therefore, a jump from 0‐1 du/acre immediately to 10‐15 du/acre is simply not only incompatible to the General Plan,
but it is simply not appropriate Density Transition.
We do agree with, I believe Tamala?, that there is beauty in multiple types of housing options. And our area can be
inclusive of that vision, as the neighbors' willingness to negotiate demonstrates below.
Neighbor Willingness to Negotiate
Mr Morris represented early on that the only area he will not negotiate on is Density. Even before these negotiations,
Mr Morris dropped from 12 du/acre to just 11.2 du/acre months ago before even talking to the Neighbors. He stated
today that he refuses to budge on Density any further. Yet, that is ‐ and has been ‐ our primary concern.
The neighbors, on the other hand, have shown a willingness to come off the currently‐approved hard zone of 10 units
for the entire 17 acres to something along the lines of what Marcia has suggested ‐ which would be around 93 total
units. This would be a second HUGE gift to the property owners from the SMVPC.
This is an 9x increase in total units relative to what is currently allowed. (~21 units on the south parcel and ~72
units on the north parcel).
This equates to 5.38 du/acre total; already nearly double what any residential development has received in the
MUA so far!
The neighbors haven't agreed to these specific numbers, btw, but they have agreed with the concept
But, this proves we have at least shown a willingness to negotiate off of our stance of 2 du/acre by almost 3x!
In return, the neighbors would prefer this not to be captured in a PUD, but prefer hard zoning to safeguard from
a negative Precedent to the rest of the Overlay Districts
So, we ask an objective assessment on who is being intractable in this situation?
Where is the reciprocated good faith from Mr Morris to actually work with the neighbors?
It could be that the above further exposes the fact that this is the wrong project for this location. Which we strongly
believe is the case. But, it is also within this Developer's rights and capacity to offer a different product type and
different proposal for this area. Single Family Rental is not their only competence; in fact, looking at Brown's website, it
isn't really even their primary competence. Doesn't South Mountain deserve the quality of a Developer's primary
competence anyhow?
Page 1137
It is also within the landowner's rights and capacity to (finally!) market this land appropriately to attract the right type of
developer. In this market, we don't have to accept this proposal or nothing.
Please know that the above and attached represents a collective voice and not my own nor only a small handful of
voices.
We appreciate your voice so far and hope you will continue to use that powerful voice to represent the voices of your
constituents.
Respectfully submitted,
Trent Marchuk
On Wed, Feb 17, 2021 at 5:34 PM Trent Marchuk
Thank you Enrique. The time and energy you have put into the reply is appreciated.
Best,
Trent
On Wed, Feb 17, 2021 at 5:20 PM Enrique A Bojorquez‐Gaxiola
Hello Trent,
Not sure if I’m understanding correctly, but my email yesterday was a follow‐up to a Friday email sent to the Council
District 8 office regarding your questions. Now, in regards to those questions, here is the Council District 8
response/information for tomorrow’s meeting:
We will allow others to share their screens.
Folks will not be on mute when they join and will have the ability to mute/unmute.
Councilmember Garcia will facilitate the meeting.
Organic conversation – folks will not be timed.
Once again, for anyone in the community who has not registered for tomorrow’s meeting, please register using this
link ahead of the virtual meeting which starts at 2:30pm tomorrow, 02/18:
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Page 1152
From: Van Jackson
To: Enrique A Bojorquez-Gaxiola
Subject: 2/9/21 SMVPC Item #8: GPA-SM-1-20-8
Date: Monday, February 8, 2021 11:04:04 AM
Enrique –
Please note that I am opposed to the above subject line and the other case related to it.
Thanks,
Van
Van Jackson
vanjacksonaz@gmail.com
602 438-7800
Page 1153
From: Zack lindsay
To: PDD South Mountain VPC; Council District 1 PCC; Council District 2 PCC; Council District 3 PCC; Council District 4;
Council District 5 PCC; Council District 6 PCC; Council District 7 PCC; Council District 8 PCC; Enrique A Bojorquez-
Gaxiola; Mayor Gallego; somosbuildbam@gmail.com
Subject: Fwd: Your Action is Needed: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
Date: Wednesday, February 3, 2021 3:33:36 PM
This is Proposal at 40th St & Southern Ave is awe full. A single family rental community is
laughable and keeps people in poverty.
I’d rather have families achieve home ownership and build/invest in the future, than allow this
community to be build as a cash machine for a few.
---------- Forwarded message ---------
From: When Jones
Date: Wed, Feb 3, 2021 at 1:55 PM
Subject: Fwd: Your Action is Needed: Opposition to Proposal at 40th St & Southern Ave (Z-
35-20-8 and GPA-1-20-8)
To: Zack lindsay
---------- Forwarded message ---------
From: Trent Marchuk
Date: Wed, Feb 3, 2021 at 1:48 PM
Subject: Your Action is Needed: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-
8 and GPA-1-20-8)
To: Trent Marchuk
Hi Neighbors,
If you feel passionate about what you read below in the email below, please forward
this entire email string to the City officials listed below and add your own thoughts in
opposition to the project.
Literally, five easy steps will take less than five minutes:
1. Click "Forward" on this email,
2. Copy and Paste the below email addresses into the "To:" field,
3. Add a few words of your own expressing your own opinion about this project,
4. Sign with your name and mailing address,
5. Hit send and you've done your part!
mayor.gallego@phoenix.gov, council.district.1@phoenix.gov,
council.district.2@phoenix.gov, council.district.3@phoenix.gov,
council.district.4@phoenix.gov, council.district.5@phoenix.gov,
council.district.6@phoenix.gov, council.district.7@phoenix.gov,
council.district.8@phoenix.gov, SouthMountainVPC@phoenix.gov, enrique.bojorquez-
gaxiola@phoenix.gov, somosbuildbam@gmail.com
Page 1154
We need 100+ emails to be organically sent for our voices to be heard. The Applicant
has used COVID-19 to silence the neighbors in an attempt to push through an
inappropriate project that shifts the costs of the attending consequences to the
residents of South Phoenix.
We challenge you to ask at least 3 others who live in the South Mountain
Village (between 27th Ave to 48th St and Salt River to South Mountain) to do the
same by Sunday, February 7, 2021.
Your sending an email to our elected representatives at this time is absolutely critical.
Thank you,
Trent Marchuk
somosbuildbam.org [somosbuildbam.org]
---------- Forwarded message ---------
From: Trent Marchuk
Date: Wed, Feb 3, 2021 at 1:27 PM
Subject: Opposition to Proposal at 40th St & Southern Ave (Z-35-20-8 and GPA-1-20-8)
To:
Hello Mayor, City Council Members, Village Planning, City Planners, and Concerned
Residents,
I am a resident of South Mountain Village. And I am very concerned - even scared - because
of a proposed development project at 40th St and Southern Ave (Z-35-20-8 and GPA-1-20-8).
I urge you to oppose this proposal.
This rezoning application will set a precedent to eviscerate decades-old planning without open
public discussion about the unintended impacts to infrastructure, health, and safety. How can a
single 17 acre rezoning application set a staggering precedent for 16 million square feet of
adjacent land without first engaging the broader community in active discussion? If it can
happen in our historic community, where else in the City will this be permitted to happen?
Covid is being used to silence us residents to the benefit of opportunistic developers.
If a District Overlay needs to be re-written to allow for more flexibility in development, I am
supportive of having those conversations as a community. But, the changes should not be
made through precedent created by a single 17 acre rezoning application.
Please support us in opposing this proposal,
Page 1155
Trent Marchuk
3731 E Saint Anne Ave [google.com]
Phoenix, AZ 85042 [google.com]
--
Zack Bruce Lindsay
Investment Properties & Dream Homes
HomeSmart Realty / 5225 N Central Ave, Suite 104 / Phoenix, AZ 85012
Phone: 602-653-8852
ZBLindsay@gmail.com
Page 1156
Enrique A Bojorquez-Gaxiola
From: Trent Marchuk
Sent: Thursday, March 11, 2021 7:25 AM
To: Enrique A Bojorquez-Gaxiola
Cc: Somos BuildBam
Subject: Fwd: 40th & Southern 2-23-21 House of Helps Meeting w/ Councilmember Garcia
Hi Enrique,
Please add the below to the case files for Z‐35‐20‐8 and GPA‐SM‐1‐20‐8.
Thank you,
Trent Marchuk
‐‐‐‐‐‐‐‐‐‐ Forwarded message ‐‐‐‐‐‐‐‐‐
From: Trent Marchuk
Date: Tue, Feb 23, 2021 at 11:39 PM
Subject: 40th & Southern 2‐23‐21 House of Helps Meeting w/ Councilmember Garcia
To: Adriana Garcia Maximiliano
Cc: BILL GLOVER
Patty Mckinstry
Busching (Cartof)
Too long; didn't read ‐ The below is long. It basically recounts the public discussion between Councilmember Garcia and
Trent Marchuk, acting as a concerned resident, during the House of Helps Meeting tonight. The main take‐away is laid
out early and we express gratitude to Councilmember Garcia. The full notes from the meeting follow, if further details
are of interest.
Good Evening Councilmember Garcia and Adriana,
Thank you both for joining the call tonight where the topic of the project at 40th St and Southern was raised as a
concern by Community Leaders in the South Mountain Village.
First and foremost, we thank Councilmember Garcia for his stated dedication to Process and for his stated Resolve to
listen to the voices of his Constituents. In particular, it was a great relief when we heard Councilmember Garcia
definitively state his position on what would happen if the Applicant attempts to bypass the South Mountain Village
Planning Committee (SMVPC) and go straight to the Planning Commission,
We were relieved to hear Councilmember Garcia say tonight, categorically and publicly, that such a project would not
receive his support. The Councilmember's respect for the SMVPC, including the Process involving his Constituents, is
appreciated.
For further context and notes on the meeting tonight, I have shared my notes below. It seemed relevant and significant
enough to update those on copy, but our key take‐away is summarized above.
Page 1157
Prior to my appointment to the SMVPC, and as a concerned citizen, I was invited by Melissa Gallegos to speak to the
House of Helps/DGMF Block Watch Meeting tonight primarily on the topic of Speed Humps/Cushions. They had learned
about the successful collaboration effort between my prior community and the Phoenix Streets department and wanted
advice as the neighbors were stalled in their process. (Note: These good neighbors have gotten really far! They have
done the hard part of securing all the signatures required by the city. They need help getting the study done and the
funds raised and they should be good to go. If Councilmember Garcia can help them move this along, they would sure
appreciate his help.)
At the end of that topic, I was then asked to share information about the project at 40th St and Southern. To which I did
within the context of my accepting the opportunity to speak ‐ as a concerned citizen, resident, and neighbor.
The Community Leaders seemed to share the concerns that I expressed about overly densifying South Phoenix given the
lack of services (particularly medical) and retail. They expressed sympathy for the concern about the Precedent this
project would set for the relevant overlay district ‐ setting off a vicious domino effect down Southern from 40th St to
24th St.
The Community Leaders asked about the intended demographics of the proposal Since the neighbors have received
mixed messages on this point, (for example the Applicant has told the neighbors one thing but the Applicant's support
letters cite affordable housing options), I therefore touched on the potential for affordable housing. I also mentioned
the Applicant had told the neighbors that they worked with Mass Liberation Arizona and that the project indicated it
would not use traditional background checks. (See slide 15 of the Applicant's presentation from 2/9/21.)
When the Community Leaders expressed hesitation to this news, I quickly stated that as my being a local Bishop in South
Phoenix, I know that affordable housing is a recognized need for some members of my congregation. And, I stated that
members of my congregation have been parolees; I have personally helped more than one parolee get back on their feet
and everyone deserves a second chance.
Nonetheless, channeling Chairperson Trites, I stated that South Phoenix does not have to be the only part of Phoenix for
affordable housing and the only part of Phoenix for parolees to get back on their feet. These statements were met with
what seemed to be general agreement by the Community Leaders.
Given the intractable nature of the Applicant's position on Density (cited below), coupled with our learning today that
the Applicant is planning to present to the Planning Commission on Mar 4 prior to returning to the South Mountain
Village Planning Committee on Mar 9 ‐ thereby potentially negating the relevance of the SMVPC and calling into
question whether a SMVPC hearing will even be necessary ‐ I provided the following pointed response to a pointed
question posed by a Community Leader.
A Community Leader asked, "What can we do?"
To which I responded within the context that the Applicant appears to not care what the SMVPC thinks, nor may the
Applicant even care what the Planning Commission thinks, as the Applicant is signaling that they only care about
counting votes at City Council.
Therefore, I advised the Community Leaders that the only viable course of action that remains would seem to be to 1)
register their objection to the project with Councilmember Garcia and 2) register their objection with the other
Councilmembers throughout Phoenix.
At this point I believe Adriana was asked a question and Councilmember Garcia awas then given the opportunity to
speak.
Page 1158
In Councilmember Garcia's opening words, disappointment was expressed in how the project had been framed by
myself to the Community Leaders. The Councilmember's summary innocently, yet incorrectly, framed my statements as
indicating the neighbors have a lack of hope for a compromise with the Applicant ‐ calling into question the productivity
of the Councilmember setting up a second meeting with the Applicant.
Councilmember Garcia brought the conversation to the macro level of his desire to develop Broadway and Southern as
his Legacy. There were a few follow‐up questions for the Councilmember before he segued into discussing the lack of
services in our community and mentioned the correlation between rooftops and getting those needed services.
At that juncture, I interjected and reinforced the Councilmember's position that the desired services do indeed require
rooftops. As a parenthetical, I observed that we need to be careful not to sacrifice the land set aside to be used by those
services in order to secure the rooftops those services require. Doing so would be circular and counter productive. This
is a concern we have yet to address about the project at 40th and Southern, fwiw.
But, the main point that I made was that the neighbors do indeed remain hopeful to reach a compromise with the
Applicant and look forward to continued talks ‐ despite the Applicant's demonstrably intractable stance refusing to
compromise on Density. Yet, thanks to Marcia Busching's artful initial attempt at compromise, the neighbors have
already come off from their original stance regarding Density. Yet, the Applicant has not even attempted to
reciprocate.
Therefore, if a compromise is not made, it will be due to the Applicant's obstinance ‐ and, though not explicitly stated
during tonight's meeting, cannot be laid at the feet of a willful misinterpretation of the neighbors' consistently pro‐
development stance.
Twanna chimed in next and reminded the Councilmember that no less than three times the Applicant stated on
Thursday that he simply would not negotiate on Density.
There was further discussion, mainly around questions about what it would take to attract medical services or even a
hospital to our district. It was enlightening to learn the Councilmember has had discussions with some of the big
operators of hospitals. The main concern he stated was that hospitals are going in close to freeways and that fact has
apparently posed a problem for placing a hospital in our district.
When that topic seemed to conclude, I asked the Councilmember a procedural question about the proposal at 40th and
Southern. The Applicant requested a 30 day continuance to return to the SMVPC on Mar 9, 2021. However, the
neighbors were informed today by the City Planner that the Applicant intends to present to the Planning Commission on
March 4, 2021. Depending on how that goes, it may or may not be necessary for the Applicant to even return to the
SMVPC. I then asked the Councilmember to help us better understand that process and the associated order of
operations.
To this question, Councilmember Garcia stated that some developers will attempt to go around their Village by going
straight to the Planning Commission. He confided that procedurally would be allowed ‐ and some Councilmembers
would sanction that approach.
We were very pleased to hear Councilmember Garcia's categorical denouncement of this tactic. Unequivocally, he
stated that if a Developer attempted to go around the SMVPC, that developer's project would not have the support of
Councilmember Garcia.
Thank you Councilmember Garcia for that clear and concise statement.
Thank you for coming to the meeting tonight and sharing updates on the project at 40th and Southern. The neighbors
are hopeful that a compromise can be reached.
Page 1159
Thank you for affirming that Councilmember Garcia's office continues to strive to set up a second meeting between the
neighbors and the Applicant before the next SMVPC to see if any compromise can be attained. We trust expectations
for compromise, particularly around Density, will be bilateral and not just an unilateral expectation of capitulation by the
neighbors and the SMVPC.
Thank you Councilmember Garcia for helping us to spread the word about this project to our extended neighbors in the
Village. House of Helps are among those to whom we referenced on Thursday; the community concerned about this
project extends well beyond the immediate 135+ acres to the south, west, and southwest. The neighbors are sincere in
our representation that opposition to this project indeed extends throughout the South Mountain Village, into Laveen
and even into Council District 3.
In fact, prior to my appointment to the SMVPC and as a concerned resident, I have personally accepted the invitation to
make other presentations about this project at 40th and Southern to additional members of our community within the
next month..
Respectfully submitted,
Trent Marchuk
On Thu, Feb 18, 2021 at 4:54 PM Trent Marchuk
Hi Adriana,
Please extend our gratitude to Councilmember Garcia for facilitating today's discussion. The neighbors are appreciative
and we indeed are interested in a follow‐up discussion.
Please find attached the neighbors' presentation from today as well as the flyer that has been used to market the land.
Also, please find comments below in reference to:
Framing Density Increases
Transitional Density Reference Points
Neighbor Willingness to Negotiate
Framing of Density Increases
To Mr Morris' point, accurate framing of the density increase is important.
One way to consider the framing is the General Plan envisions 2 du/acre. This proposal asks for 11.2 du/acre. Hence,
we have simply represented a 460% increase relative to the General Plan ‐ which is a legal document.
A second way to see it is according to the hard zoning. Jason is right that normally C‐2 applied to the north parcel can
generally realize ~17 du/acre and the General Plan envisions 2 du/acre for the south parcel. However, creating the
~136 unit max for the 17 acres is at the heart a disingenuous calculation. It compares apples to oranges by using one
generic hard zoning number combined with a General Plan number. Basically, it uses mathematical gymnastics / smoke
and mirrors to inaccurately purport a 40% increase.
Since the General Plan was used in the first approach, the logically consistent way of showing this second perspective
of density increase is by using the existing hard zoning.
Currently, the south 10 acre parcel is zoned S‐1 or 1 du/acre. That is ~10 units total for the south.
The north parcel is currently zoned C‐2 w/ stipulations. These existing stipulations currently preclude any
residential use on those 7 acres. That is ~0 units total on the north.
So, we have (10+0) 10 total dwelling units that can currently go on that combined land as it is currently zoned.
Page 1160
That all equates to (193‐10)/10 or roughty an 1,800% increase, if we are to go with an apples to apples analysis.
So, is 460% increase or an 1,800% increase a better framing?
Transitional Density Reference Points
That being said, the neighbors have not told the Applicant ‐ using his words ‐ to go away. We are optimistic a
compromise can be made. And Marcia Busching's compromise, as mentioned, the neighbors would be willing to
explore further.
The neighbors have consistently said Density is our main concern. The desire for "transitional density" is not in
reference to the one multi‐family complex kitty corner across the street (probably zoned before districting) nor the
vacant land to the north envisioned for eventual commercial park nor even the Industrial Park (which isn't that a form
of Commercial? please check bc the naming convention might otherwise throw a casual observer) to the east.
What's important to note is all of those references are outside of the Baseline Area Master Plan, the BAOD, and the
MUA. Historically, 40th St is a manmade barrier, because the past developers thought people would only buy homes in
the Tempe School District and wouldn't buy homes in the Roosevelt School District. (How fair is that?!) And Southern
is a manmade barrier between residential and the commerce park to the north that serves as a buffer to Industrial. So,
comparing this corner to the other three corners totally disregards context and real history.
Therefore, the reference point for proper density transition has always been from within the Baseline Area Master Plan
and from within the attending Overlay Districts to which this land is part. To frame it otherwise is misleading, at best.
Therefore, a jump from 0‐1 du/acre immediately to 10‐15 du/acre is simply not only incompatible to the General Plan,
but it is simply not appropriate Density Transition.
We do agree with, I believe Tamala?, that there is beauty in multiple types of housing options. And our area can be
inclusive of that vision, as the neighbors' willingness to negotiate demonstrates below.
Neighbor Willingness to Negotiate
Mr Morris represented early on that the only area he will not negotiate on is Density. Even before these negotiations,
Mr Morris dropped from 12 du/acre to just 11.2 du/acre months ago before even talking to the Neighbors. He stated
today that he refuses to budge on Density any further. Yet, that is ‐ and has been ‐ our primary concern.
The neighbors, on the other hand, have shown a willingness to come off the currently‐approved hard zone of 10 units
for the entire 17 acres to something along the lines of what Marcia has suggested ‐ which would be around 93 total
units. This would be a second HUGE gift to the property owners from the SMVPC.
This is an 9x increase in total units relative to what is currently allowed. (~21 units on the south parcel and ~72
units on the north parcel).
This equates to 5.38 du/acre total; already nearly double what any residential development has received in the
MUA so far!
The neighbors haven't agreed to these specific numbers, btw, but they have agreed with the concept
But, this proves we have at least shown a willingness to negotiate off of our stance of 2 du/acre by almost 3x!
In return, the neighbors would prefer this not to be captured in a PUD, but prefer hard zoning to safeguard from
a negative Precedent to the rest of the Overlay Districts
So, we ask an objective assessment on who is being intractable in this situation?
Where is the reciprocated good faith from Mr Morris to actually work with the neighbors?
Page 1161
It could be that the above further exposes the fact that this is the wrong project for this location. Which we strongly
believe is the case. But, it is also within this Developer's rights and capacity to offer a different product type and
different proposal for this area. Single Family Rental is not their only competence; in fact, looking at Brown's website, it
isn't really even their primary competence. Doesn't South Mountain deserve the quality of a Developer's primary
competence anyhow?
It is also within the landowner's rights and capacity to (finally!) market this land appropriately to attract the right type
of developer. In this market, we don't have to accept this proposal or nothing.
Please know that the above and attached represents a collective voice and not my own nor only a small handful of
voices.
We appreciate your voice so far and hope you will continue to use that powerful voice to represent the voices of your
constituents.
Respectfully submitted,
Trent Marchuk
On Wed, Feb 17, 2021 at 5:34 PM Trent Marchuk
Thank you Enrique. The time and energy you have put into the reply is appreciated.
Best,
Trent
On Wed, Feb 17, 2021 at 5:20 PM Enrique A Bojorquez‐Gaxiola
Hello Trent,
Not sure if I’m understanding correctly, but my email yesterday was a follow‐up to a Friday email sent to the Council
District 8 office regarding your questions. Now, in regards to those questions, here is the Council District 8
response/information for tomorrow’s meeting:
We will allow others to share their screens.
Folks will not be on mute when they join and will have the ability to mute/unmute.
Councilmember Garcia will facilitate the meeting.
Organic conversation – folks will not be timed.
Page 1162
Once again, for anyone in the community who has not registered for tomorrow’s meeting, please register using this
link ahead of the virtual meeting which starts at 2:30pm tomorrow, 02/18:
https://us02web.zoom.us/meeting/register/tZMpd‐6spj8pGNxYxx7Avtfs9Q167yfptkCa
[us02web.zoom.us]
Thank you,
[google.com]
Enrique Bojórquez-Gaxiola
[google.com]
Planner II – Village Planner
Planning & Development Department
Long Range Planning
200 W. Washington Street [google.com]
Phoenix, AZ 85003 [google.com]
Office: [google.com](602 [google.com]) 262-6949
***I am currently working remotely on a rotational schedule, but will be checking voicemails multiple times per
day. Please feel free to leave me a voice message or email me for a more timely response. Thank you.***
Page 1163
From: Trent Marchuk
Sent: Tuesday, February 16, 2021 5:58 PM
To: Enrique A Bojorquez‐Gaxiola
Cc: Bereket Gebre‐Egziabher
Underwood
Ted Wall
Subject: Re: Sharing and Muting: Request to Participate in Subsequent Applicant/Neighbor Meetings ‐ Sanctuary at
South Mountain PUD ‐ February 18, 2021 meeting at 2:30pm
Thanks Enrique. We hope you are well, too!
My apologies for being a little slow or confused.
Were the questions originally forwarded on Friday, Feb 12 around 3p, per the original response below? And so today
you are requesting a follow‐up from the Council District 8 Office?
Or does your latest reply indicate that the questions have yet to be forwarded to request the needed guidance from
the Council District 8 office?
Thank you,
Trent
On Tue, Feb 16, 2021 at 5:54 PM Enrique A Bojorquez‐Gaxiola
Hello Trent,
All is well! I hope you and everyone copied is doing great. I am going to forward your questions/requests regarding
the virtual meeting on 02/18 to the Council District 8 Office for further direction.
Thanks again for your patience.
Best,
Page 1164
[google.com]
Enrique Bojórquez-Gaxiola
[google.com]
Planner II – Village Planner
Planning & Development Department
Long Range Planning
200 W. Washington Street [google.com]
Phoenix, AZ 85003 [google.com]
Office: [google.com](602 [google.com]) 262-6949
***I am currently working remotely on a rotational schedule, but will be checking voicemails multiple times per
day. Please feel free to leave me a voice message or email me for a more timely response. Thank you.***
From: Trent Marchuk