For Approval or Correction, the Minutes of the Formal Meeting on Jan. 6, 2021

Summary
This item transmits the minutes of the Formal Meeting of Jan. 6, 2021, 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 Ginger Spencer and the City Clerk
Department.




Page 11



Report

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

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




Page 12
ATTACHMENT A




To: City Council Date: October 18, 2023
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:

Neighborhood Block Watch Fund Oversight Committee

Councilwoman Ann O’Brien recommends the following for appointment:

Lois Stansbury
Ms. Stansbury is a retiree and resident of District 1. She will serve a term to expire
October 18, 2025.

Phoenix Aviation Advisory Board

I recommend the following for appointment:

David Shilliday
Mr. Shilliday is the Vice President and General Manager of Urban Air Mobility &
Unmanned Aerial Systems at Honeywell Aerospace. He will serve a term to expire
October 18, 2027.




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Report

Liquor License - Special Event - A Stepping Stone Foundation

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

Summary

Applicant
Jon Williams

Location
4320 W. Thunderbird Road
Council District: 1

Function
Award Ceremony

Date(s) - Time(s) / Expected Attendance
Nov. 4, 2023 - 5:30 p.m. to 9 p.m. / 170 attendees

Staff Recommendation
Staff recommends approval of this application.

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




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Report

Liquor License - Special Event - St. John the Baptist Romanian Orthodox
Church

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

Summary

Applicant
Virgil Marchis

Location
3749 W. Behrend Dr.
Council District: 1

Function
Festival

Date(s) - Time(s) / Expected Attendance
Nov. 11, 2023 - 11 a.m. to 10 p.m. / 800 attendees
Nov. 12, 2023 - Noon to 8 p.m. / 700 attendees

Staff Recommendation
Staff recommends approval of this application.

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




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Report

Liquor License - Charley's Place

Request for a liquor license. Arizona State License Application 06070503.

Summary

Applicant
Jeffrey Miller, Agent

License Type
Series 6 - Bar

Location
4324 W. Thunderbird Road
Zoning Classification: C-2
Council District: 1

This request is for a new liquor license for a bar. 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 Oct. 28, 2023.

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

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


Page 16


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

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

I have the capability, reliability and qualifications to hold a liquor license because:
“We have owned and operated other bars throughout the valley. We will ensure our
employees attend their title 4 training class.

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“Charley's Place is a small community bar and grill. Great place for people to hang out
with friends and family to enjoy Nascar, football and all sporting events.

Staff Recommendation
Staff recommends approval of this application.

Attachments
Liquor License Data - Charley's Place
Liquor License Map - Charley's Place

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




Page 17
Liquor License Data: CHARLEY'S PLACE
Liquor License

Description Series 1 Mile 1/2 Mile

Bar 6 1 1

Liquor Store 9 3 0

Beer and Wine Store 10 2 1

Restaurant 12 8 1


Crime Data

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

Property Crimes 62.89 47.63 69.1

Violent Crimes 12.05 7.29 8.7

*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 47 38

Total Violations 82 63




Page 18
Census 2010 Data 1/2 Mile Radius

BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty

1042022 2649 87 0 15

1042023 1420 88 18 4

1042121 1193 15 0 17

1042124 2501 80 3 5

1042181 1368 85 8 6

1042182 926 72 3 3

1042191 1602 85 0 13

Average 0 61 13 19




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Liquor License Map: CHARLEY'S PLACE
4324 W THUNDERBIRD RD




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Date: 9/25/2023
0 0.2 0.4 0.8 1.2 1.6
mi


City Clerk Department
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Report

Liquor License - Filibertos Mexican Food

Request for a liquor license. Arizona State License Application 256228.

Summary

Applicant
Julia Rubio, Agent

License Type
Series 12 - Restaurant

Location
15602 N. 35th Ave.
Zoning Classification: C-2
Council District: 1

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

The 60-day limit for processing this application is Oct. 29, 2023.

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

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


Page 21


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 managed restaurants with and with out a liquor licenses for over 15 years.
During the course of my employment I have been trained and attended classes
regaeding the liquor laws of the state of Arizona”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“A liquor license at our restaurant will allow us to prvide a safe family oriented
restaurant where families can eat together in a pleasant envornment. We wish to
provide alcholic beverages to our clients as a compliment to their meal.”

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 - Filibertos Mexican Food
Liquor License Map - Filibertos Mexican Food

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




Page 22
Liquor License Data: FILIBERTOS MEXICAN FOOD
Liquor License

Description Series 1 Mile 1/2 Mile

Beer and Wine Bar 7 1 0

Liquor Store 9 3 2

Beer and Wine Store 10 5 2

Restaurant 12 6 5


Crime Data

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

Property Crimes 62.21 82.8 129.51

Violent Crimes 11.92 12.63 19.85

*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 48 52

Total Violations 84 98




Page 23
Census 2010 Data 1/2 Mile Radius

BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty

1041004 1847 89 14 9

1042022 2649 87 0 15

1042071 1972 85 6 5

1042072 1463 95 11 5

1042073 1396 8 4 34

1042262 1244 92 0 4

1042263 658 27 17 37

1042264 1538 92 7 15

Average 0 61 13 19




Page 24
Liquor License Map: FILIBERTOS MEXICAN FOOD
15602 N 35TH AVE




Ü
Date: 8/31/2023
0 0.2 0.4 0.8 1.2 1.6
mi


City Clerk Department
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Report

Liquor License - Turmeric Cash and Cary

Request for a liquor license. Arizona State License Application 255593.

Summary

Applicant
Anjal Nimma, Agent

License Type
Series 10 - Beer and Wine Store

Location
1209 E. Bell Road
Zoning Classification: C-1
Council District: 3

This request is for a new liquor license for a convenience store that does not sell gas.
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 Oct. 24, 2023.

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

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

Page 26

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 assured to uphold the laws and regulations about liquor license. I have never
been involved in any criminal activity, no record of getting in trouble with law and
authorities.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“This store will provide a safe and secure place for the neighborhood to buy alcohol.
The location will be convenient for the people in neighborhood who may not have
access to transportation. Adding the long time experience of the owner with running a
store while upholding all the laws and regulations, the store will be a safe, secure and
convenience place for the customers to purchase quality alcohol.”

Staff Recommendation
Staff recommends approval of this application.

Attachments
Liquor License Data - Turmeric Cash and Cary
Liquor License Map - Turmeric Cash and Cary

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




Page 27
Liquor License Data: TURMERIC CASH AND CARY
Liquor License

Description Series 1 Mile 1/2 Mile

Bar 6 1 1

Beer and Wine Bar 7 4 3

Liquor Store 9 5 2

Beer and Wine Store 10 7 4

Restaurant 12 24 6


Crime Data

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

Property Crimes 62.21 161.04 161.35

Violent Crimes 11.92 20.96 28.76

*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 48 31

Total Violations 84 56




Page 28
Census 2010 Data 1/2 Mile Radius

BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty

1036063 2174 78 13 25

1036111 1396 66 14 3

1036112 1335 87 10 0

6191001 2198 0 11 23

6191002 617 22 45 19

6192001 1053 20 23 17

6192002 1223 0 15 29

6192003 2370 48 17 12

6194002 1484 18 18 8

Average 0 61 13 19




Page 29
Liquor License Map: TURMERIC CASH AND CARY
1209 E BELL RD




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Date: 8/28/2023
0 0.2 0.4 0.8 1.2 1.6
mi


City Clerk Department
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Report

Liquor License - La Pasadita Hot Dogs

Request for a liquor license. Arizona State License Application 255380.

Summary

Applicant
Rocio Rodriguez, Agent

License Type
Series 12 - Restaurant

Location
3801 N. 43rd Ave.
Zoning Classification: Industrial Park
Council District: 4

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

The 60-day limit for processing this application is Oct. 30, 2023.

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

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

Page 31

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:
“Over 23 years of being in business and dealing with customers and business in
general I have acquired the experience, responsibility, tenacity and skills required to
maintain our restaurants while expanding new markets. We endured through COVID
and are now looking to venture into offering beer to our patrons who repeatedly inquire
about it. We will still offer a safe environment to all our customers while providing the
same level of customer satisfaction we are known for.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“We have been in business at this location for 5 years and will be maintaining the same
menu service and customer care. Due to customer demand, the only change will be
providing alcoholic beverages when requested along with their food. We commit to
abiding by strict measures to ensure only patrons who are legally allowed to drink can
do so.”

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 - La Pasadita Hot Dogs
Liquor License Map - La Pasadita Hot Dogs

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




Page 32
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Report

Liquor License - ARCO AM PM 42445

Request for a liquor license. Arizona State License Application 255894.

Summary

Applicant
Siv Dieb, AgentAri

License Type
Series 10 - Beer and Wine Store

Location
7849 N. 43rd Ave.
Zoning Classification: C-2
Council District: 5

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 Oct. 22, 2023.

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

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

Page 36

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

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

I have the capability, reliability and qualifications to hold a liquor license because:
“ I am a respectable business owner in Phoenix since 2015. I am fully qualified
because my business is very successful and I don't have any complaints against my
business. So I am fully capable of all responsibilities that come with owning a liquor
license.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“ I am a qualified business owner for many years in the community. Also as a small
business owner running a convenience store, it brings equal competition to the
market.”

Staff Recommendation
Staff recommends approval of this application.

Attachments
Liquor License Data - ARCO AM PM 42445
Liquor License Map - ARCO AM PM 42445

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




Page 37
Liquor License Data: ARCO AM PM 42445
Liquor License

Description Series 1 Mile 1/2 Mile

Bar 6 1 0

Beer and Wine Store 10 4 2

Restaurant 12 3 1



Crime Data

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

Property Crimes 62.21 77.99 43.52

Violent Crimes 11.92 14.27 9.44
*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 48 109

Total Violations 84 185




Page 38
Census 2010 Data 1/2 Mile Radius

BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty

0923094 666 94 0 10

0924021 1281 73 0 9

0924022 1194 32 12 17

1057012 2012 87 15 6

1057022 1187 68 22 7

1058001 1575 74 8 13

1058003 1156 78 20 11

1058004 2395 76 8 5

Average 0 61 13 19




Page 39
Liquor License Map: ARCO AM PM 42445
7849 N 43RD AVE




Ü
Date: 8/30/2023
0 0.2 0.4 0.8 1.2 1.6
mi


City Clerk Department
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Report

Liquor License - Special Event - Childsplay Inc.

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

Summary

Applicant
Steven Dale Martin

Location
3515 E. Hialea Court
Council District: 6

Function
Festival

Date(s) - Time(s) / Expected Attendance
Nov. 4, 2023 - 4 p.m. to 8 p.m. / 150 attendees

Staff Recommendation
Staff recommends approval of this application.

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




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Report

Liquor License - Special Event - Keystone Montessori Charter School, Inc.

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

Summary

Applicant
Melissa Risinger-Sutton

Location
1025 E. Liberty Lane
Council District: 6

Function
Dinner

Date(s) - Time(s) / Expected Attendance
Nov. 11, 2023 - 3 p.m. to 9 p.m. / 600 attendees

Staff Recommendation
Staff recommends approval of this application.

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




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Report

Liquor License - Special Event - St. Benedict Roman Catholic Parish Phoenix

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

Summary

Applicant
Mary Jane Livens

Location
16035 S. 48th St.
Council District: 6

Function
Dinner and Dance

Date(s) - Time(s) / Expected Attendance
Nov. 3, 2023 - 5 p.m. to 10:30 p.m. / 200 attendees

Staff Recommendation
Staff recommends approval of this application.

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




Page 43



Report

Liquor License - Special Event - St. Thomas the Apostle Roman Catholic Parish
Phoenix

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

Summary

Applicant
Steven Kunkel

Location
4510 N. 24th St.
Council District: 6

Function
Dinner

Date(s) - Time(s) / Expected Attendance
Nov. 9, 2023 - 6 p.m. to 8 p.m. / 250 attendees

Staff Recommendation
Staff recommends approval of this application.

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




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Report

Liquor License - OHSO Brewery

Request for a liquor license. Arizona State License Application 255836.

Summary

Applicant
Jeffrey Miller, Agent

License Type
Series 3 - Microbrewery

Location
2144 E. Indian School Road
Zoning Classification: C-3
Council District: 6

This request is for a new liquor license for a microbrewery. This location was
previously licensed for liquor sales and may currently operate with an interim permit.
This location requires a Use Permit to allow outdoor dining and outdoor alcohol
consumption.

The 60-day limit for processing this application is Oct. 24, 2023.

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 45

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

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

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

I have the capability, reliability and qualifications to hold a liquor license because:
“OHSO has several locations throughout the valley. We will continue to abide by
Arizona's 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:
“This location will be a production brewery and a neighborhood meeting place with
food and beverage for one and all. OHSO has an inviting space for families, singles
and all ages. It will also be the production brewery for our outside sales locations,
including, but not limited to Safeway, Camelback Inn, W Hotel and our sister
restaurants and a few more.”

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 - OHSO Brewery
Liquor License Map - OHSO Brewery

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




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Report

Liquor License - Special Event - Central Arts Alliance

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

Summary

Applicant
Sandra Bassett

Location
1202 N. 3rd St.
Council District: 7

Function
Art Festival

Date(s) - Time(s) / Expected Attendance
Dec. 9, 2023 - 11 a.m. to 5:30 p.m. / 1000 attendees
Dec. 10, 2023 - 11 a.m. to 5:30 p.m. / 750 attendees

Staff Recommendation
Staff recommends approval of this application.

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




Page 50



Report

Liquor License - Special Event - Phoenix Community Alliance, Inc.

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

Summary

Applicant
Devney Majerle

Location
1202 N. 3rd St
Council District: 7

Function
Festival

Date(s) - Time(s) / Expected Attendance
Nov. 11, 2023 - 11 a.m. to 6 p.m. / 3,000 attendees
Nov. 12, 2023 - 11 a.m. to 4 p.m. / 3,000 attendees

Staff Recommendation
Staff recommends approval of this application.

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




Page 51



Report

Liquor License - Downtown Spirits

Request for a liquor license. Arizona State License Application 09070587.

Summary

Applicant
Jared Repinski, Agent

License Type
Series 9 - Liquor Store

Location
1340 Grand Ave.
Zoning Classification: C-3 ACOD
Council District: 7

This request is for an ownership transfer of a liquor license for a liquor 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 Oct. 27, 2023.

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 52

applicant in the State of Arizona.

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

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

I have the capability, reliability and qualifications to hold a liquor license because:
“I have been representing liquor licensed establishments in Arizona for over 15 years.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“Tourism plays an important role in our local economy and liquor licensed
establishments (the sale of alcohol) is a very important aspect of tourism. Therefore, if
the City of Phoenix continues to lead the State of Arizona by approving quality and
diverse businesses (restaurants, bars, microbreweries, distilleries, hotels, resorts, golf
courses, special events, convenience / grocery stores & gas stations) similar to this
proposed liquor licensed business, all businesses will prosper.”

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 - Downtown Spirits
Liquor License Map - Downtown Spirits

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




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Report

Liquor License - La Estacion Mex Kitchen

Request for a liquor license. Arizona State License Application 255429.

Summary

Applicant
Theresa Morse, Agent

License Type
Series 12 - Restaurant

Location
906 N. 15th Ave. #B
Zoning Classification: C-3
Council District: 7

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 Oct. 24, 2023.

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

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


Page 57


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 6 years of experience in the liquor industry as I worked for the Scottsdale Plaza
Resort. Many people believe that this resort is without disorderly people or people that
are not intoxicated. I have had to deal with many guests at the location who needed to
be removed from the premises and on some occasions required intervention of law
enforcement. My experience at the Scottsdale Plaza resort has prepared me for
operating this restaurant in Phoenix. The customers have been extremely polite.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“Customers from the community patronize the restaurant or call for 'ubereats' and
other delivery services to have food delivered. I am aware that I am not allowed to sell
any alcoholic beverages to go. The community has been very supportive and are
happy to have a restaurant within walking distance from their homes. I believe the
restaurant will be an asset to the neighborhood.”

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 - La Estacion Mex Kitchen
Liquor License Map - La Estacion Mex Kitchen

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




Page 58
Liquor License Data: LA ESTACION MEX KITCHEN
Liquor License

Description Series 1 Mile 1/2 Mile

Microbrewery 3 3 1

Government 5 3 0

Bar 6 14 1

Beer and Wine Bar 7 3 1

Liquor Store 9 1 1

Beer and Wine Store 10 13 2

Restaurant 12 32 7

Club 14 1 0



Crime Data

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

Property Crimes 62.89 159.42 145.75

Violent Crimes 12.05 51.4 40.02

*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 47 198

Total Violations 82 364




Page 59
Census 2010 Data 1/2 Mile Radius

BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty

1129001 1670 70 4 19

1129002 815 37 22 24

1129003 1372 4 18 40

1129004 1325 47 24 52

1143011 1389 22 15 57

Average 0 61 13 19




Page 60
Liquor License Map: LA ESTACION MEX KITCHEN
906 N 15TH AVE




Ü
Date: 9/25/2023
0 0.2 0.4 0.8 1.2 1.6
mi


City Clerk Department
Page 61



Report

Liquor License - Special Event - Artist Relief Fund, Inc.

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

Summary

Applicant
Jillian Barrell

Location
2835 E. Washington St.
Council District: 8

Function
Performance

Date(s) - Time(s) / Expected Attendance
Nov. 4, 2023 - 6 p.m. to 11:30p.m. / 350 attendees

Staff Recommendation
Staff recommends approval of this application.

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




Page 62



Report

Liquor License - Special Event - Children's Museum of Phoenix

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

Summary

Applicant
Kelley Ames Fitzsimmons

Location
215 N. 7th St.
Council District: 8

Function
Annual Gala

Date(s) - Time(s) / Expected Attendance
Nov. 4, 2023 - 6 p.m. to 11 p.m. / 400 attendees

Staff Recommendation
Staff recommends approval of this application.

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




Page 63



Report

Liquor License - Special Event - Girl Scouts - Arizona Cactus - Pine Council, Inc.

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

Summary

Applicant
Alycia I. Elfstrom

Location
1611 E. Dobbins Road
Council District: 8

Function
Dinner

Date(s) - Time(s) / Expected Attendance
Nov. 4, 2023 - 6 p.m. to 10 p.m. / 650 attendees

Staff Recommendation
Staff recommends approval of this application.

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




Page 64



Report

Liquor License - Special Event - State Forty Eight Foundation

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

Summary

Applicant
Elizabeth Mok

Location
113 N. 6th St.
Council District: 8

Function
Community Celebration

Date(s) - Time(s) / Expected Attendance
Nov. 3, 2023 - 3 p.m. to 11 p.m. / 250 attendees

Staff Recommendation
Staff recommends approval of this application.

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




Page 65



Report

Liquor License - Grab N Go 909

Request for a liquor license. Arizona State License Application 256416.

Summary

Applicant
Rajkamal Gill, Agent

License Type
Series 10 - Beer and Wine Store

Location
8802 S. Central Ave.
Zoning Classification: C-2
Council District: 8

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

The 60-day limit for processing this application is Oct. 31, 2023.

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

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

Page 66

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 bought business and I am a responsible citizen.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“Conveinence, neighborhood store.”

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 - Grab N Go 909
Liquor License Map - Grab N Go 909

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




Page 67
Page 68
Page 69
Page 70



Report

Liquor License - Urban Bricks Kitchen

Request for a liquor license. Arizona State License Application 255923.

Summary

Applicant
Anthony Pomykala, Agent

License Type
Series 12 - Restaurant

Location
4750 S. 48th St., Ste. 107
Zoning Classification: C-2
Council District: 8

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

The 60-day limit for processing this application is Oct. 29, 2023.

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

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


Page 71


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 employees in responsible liquor sales. I personally am not a drinker
myself, neither are my partners, but we respect the casual drinker enhancing their
dining experience with an alcoholic beverage.”

The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“Many diners enjoy a casual experience that includes a sage environment to relax in,
while enjoying a refreshing alcoholic beverage with their meal.”

Staff Recommendation
Staff recommends approval of this application.

Attachments
Liquor License Data - Urban Bricks Kitchen
Liquor License Map - Urban Bricks Kitchen

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




Page 72
Liquor License Data: URBAN BRICKS KITCHEN
Liquor License

Description Series 1 Mile 1/2 Mile

Wholesaler 4 2 0

Bar 6 1 1

Beer and Wine Bar 7 4 2

Liquor Store 9 2 0

Beer and Wine Store 10 7 2

Hotel 11 3 1

Restaurant 12 4 3


Crime Data

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

Property Crimes 62.21 40.31 61.88

Violent Crimes 11.92 8.89 15.81

*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 48 72

Total Violations 84 122




Page 73
Census 2010 Data 1/2 Mile Radius

BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty

1152001 1118 13 16 58

1152003 546 8 44 45

1162041 1426 79 6 24

1162042 1819 57 0 32

1162043 535 59 24 8

3197041 1777 42 9 20

Average 0 61 13 19




Page 74
Liquor License Map: URBAN BRICKS KITCHEN
4750 S 48TH ST




Ü
Date: 8/30/2023
0 0.2 0.4 0.8 1.2 1.6
mi


City Clerk Department
Page 75



PAYMENT ORDINANCE (Ordinance S-50234) (Items 25-27)
Ordinance S-50234 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.

25 Salt River Project Agricultural Improvement and Power
District, dba SRP
For $76,707.52 in payment authority for SRP crews to remove one area
light, install 155 feet of 6DX, and connect and install 12 streetlights on
existing SRP poles for Grand Canalscape streetlights along Turney
Avenue from 19th to 15th avenues, SRP intersection T3164199, Street
Transportation Department Project ST85160026; and for SRP crews to
energize 23 streetlights and de-energize 15 streetlights at SRP
intersection T1264752, along Lower Buckeye Road from 51st to 43rd
avenues for Street Transportation Department Project ST85100249.



26 Professional Towing and Recovery, LLC
For $186,000 in payment authority for a new contract, entered into on or
about Nov. 1, 2023, for a term of five years for Towing Services for Slurry
Seal and Fractured Aggregate Surface Treatment (FAST) programs for
the Street Transportation Department. The department requires a contract
for all labor, equipment, materials, and transportation necessary to provide
towing services for the City of Phoenix's Slurry Seal and FAST programs
to move unanticipated vehicles in a timely fashion as the crews come
through.




Page 76


27 Settlement of Claim(s) O'Connell v. City of Phoenix
To make payment of up to $101,687 in settlement of claim(s) in O'Connell
v. City of Phoenix, 22-0448, GL, PD, for the Finance Department pursuant
to Phoenix City Code Chapter 42. This is a settlement of a claim involving
the Water Services Department that occurred on Oct. 17, 2022.




Page 77



Report

Print and Mail Election Materials - IFB 19-046 - Amendment (Ordinance S-50273)

Request to authorize the City Manager, or his designee, to execute amendment to
Contract 149011 with Courier Graphics Corp. to extend contract term and add
additional expenditures. Further request to authorize the City Controller to disburse all
funds related to this item. The additional expenditures will not exceed $1,171,000.

Summary
This contract will provide print and mailing of election materials for the November 2023
election and future elections through the term of the contract. The City is required by
law to mail publicity pamphlets to households, with at least one registered voter, before
ballots are mailed for each election.

Contract Term
Upon approval the contract will be extended through Nov. 30, 2024 with the option to
extend through Nov. 30, 2025.

Financial Impact
Upon approval of $1,171,000 in additional funds, the revised aggregate value of the
contract will not exceed $1,741,000. Funds are available in the City Clerk
Department’s budget.

Concurrence/Previous Council Action
The City Council previously reviewed this request:
· Print and Mail Election Materials Contract 149011 (Ordinance S-45214) on Dec. 5,
2018.

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.




Page 78



Report

Acquisition of Real Property for Roadway Improvements Along 56th Street from
Thomas to Camelback Roads (Ordinance S-50235)

Request to authorize the City Manager, or his designee, to acquire all real property
and related property interests required by donation, purchase within the City's
appraised value, or by the power of eminent domain for roadway improvements along
56th Street, from Thomas to Camelback roads. Further request to authorize dedication
of land with roadway and/or public improvements to public use for right-of-way
purposes via separate recording instrument. Additionally, request authorization for the
City Controller to disburse all funds related to this item.

Summary
Acquisition of real property is required to accommodate roadway improvements along
56th Street, from Thomas to Camelback roads. The roadway improvements will
complete pedestrian and bicycle gaps along the corridor and will enhance the safety of
pedestrians and bicyclists. Improvements will include upgraded lighting, storm drain,
landscaping, traffic signals, and Americans with Disabilities Act compliant sidewalks
and ramps.

The properties impacted by this project are identified in Attachment A.

Financial Impact
Funding is available in the Street Transportation Department's Capital Improvement
Program budget using Arizona Highway User Revenue Funds.

Location
Along 56th Street from Thomas to Camelback roads
Council District: 6

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson, and the Street
Transportation and Finance departments.




Page 79
ATTACHMENT A
Property Identification

Acquisition of Real Property for the Pedestrian and Bicycle Improvement Project
located along 56th Street between Thomas and Camelback Roads

The following improved and/or unimproved parcels affected by acquisition and
included in this request are identified by the Maricopa County Assessor’s parcel
number (APN) and the address or location.

APN Address / Location
126-24-346 5525 E. Thomas Road
128-10-022A 5502 E. Osborn Road
128-10-022B 5549 E. Indian School Road
128-10-043A 3608 N. 56th St.
128-10-044B 3602 N. 56th St.
128-13-001A 3820 N. 56th St.
128-13-002A 3808 N. 56th St.
128-13-096 5529 E. Lafayette Blvd.
128-13-097B 5528 E. Calle Tuberia
128-13-102B 5529 E. Calle Tuberia
128-25-118 5545 E. Earll Drive
128-26-038A 5542 E. Flower St.
128-26-058 3102 N. 56th St.
128-37-001A 5602 E. Thomas Road
128-37-024 3020 N. Valencia Lane
128-37-025 3015 N. 56th St.
128-37-026 3007 N. 56th St.
128-37-027 3001 N. 56th St.
128-37-033 5656 E. Orange Blossom Lane
128-37-043 3031 N. 56th St.
128-39-017 3310 N. Valencia Lane
128-39-018 3304 N. Valencia Lane
128-39-027 3131 N. 56th St.
128-39-028 3119 N. 56th St.
128-39-029 3112 N. Valencia Lane
128-39-030 3107 N. 56th St.
128-39-031 3101 N. 56th St.

Page 80
APN Address / Location
128-40-010A 3433 N. 56th St.
128-40-014A 3409 N. 56th St.
128-40-015A 3402 N. Valencia Lane
128-40-037D 3647 N. 56th St.
128-40-037E 3641 N. 56th St.
129-28-071A 5601 E. Thomas Road
172-23-014 4504 N. 56th St.
172-24-019C 4505 N. 56th St.
172-31-039 4485 N. 56th St.
172-31-041 4445 N. 56th St.
172-31-042 4455 N. 56th St.
172-32-008 5539 E. Camelback Road
172-41-025 4202 N. 56th St.
172-41-028 5555 E. Monterosa St.
172-42-047D 4225 N. 56th St.
Unassigned SRP Canal at 56th Street and Indian School Road




Page 81



Report

Authorization to Amend Lease with Bio-Medical Applications of Arizona, LLC, to
Extend Term (Ordinance S-50237)

Request to authorize the City Manager, or his designee, to amend Lease 130171 with
Bio-Medical Applications of Arizona, LLC, to extend lease term for one year, with two
additional, one-year options to extend. Further request to authorize the City Treasurer
to accept all funds related to this item.

Summary
Bio-Medical Applications of Arizona, LLC (Bio-Medical), leases approximately 10,350
square feet of City-owned space located at 1957 W. Dunlap Ave., Suite 6. The space
is utilized as an outpatient dialysis facility and general office. The term of the lease
expires Nov. 30, 2023. The lease will be amended to extend the term for one year
beginning Dec. 1, 2023, through Nov. 30, 2024, and provide for two additional, one-
year options to extend. Base rent during the one-year extension is $12,506.25 per
month, plus applicable taxes, which is within the range of market rents as determined
by the Real Estate Division. Base rent will be adjusted three percent at the beginning
of each option period.

All other terms and conditions will remain the same. Bio-Medical is a long-term tenant
in good standing.

Contract Term
The term of the lease will be extended for one year, with two additional, one-year
options to extend.

Financial Impact
Revenue during the first year of the extended term will be $150,075, plus applicable
taxes.

Concurrence/Previous Council Action
Lease 130171-001 through 130171-006, authorized by Ordinance S-37261 on July 7,
2010.




Page 82

Location
1957 W. Dunlap Ave., Suite 6.
Council District: 5

Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua, and the Public Transit
and Finance departments.




Page 83



Report

Playground Fitness and Related Equipment Contract - COOP 24-0031 Request
for Award (Ordinance S-50248)

Request to authorize the City Manager, or his designee, to allow the use of Sourcewell
cooperative contracts with Landscape Structures, Inc. and Miracle Recreation
Equipment Company d.b.a PlayPower, Inc. to provide a wide range of playground
fitness and related equipment, accessories and services for the Parks and Recreation
Department. Further request to authorize the City Controller to disburse all funds
related to this item. The total value of the contracts will not exceed $6,000,000.

Summary
These contracts will support efforts to repair and replace current playground and
outdoor fitness equipment throughout the City. The existing playground equipment is at
the end of its lifecycle and these contracts will ensure the department can purchase a
wide variety of new equipment. The purchase of playground equipment will enhance
and support the quality of recreational programs and services provided to the residents
of Phoenix. The playground equipment and accessories will be used in various park
locations throughout the City. This contract will also be utilized for Parks and
Recreation capital improvements serving qualifying census tracts as approved by the
funding being requested is to be used on ARPA projects.

Procurement Information
In accordance with Administrative Regulation 3.10, standard competition was waived
as a result of an approved Determination Memo based on the following reasons:
Special Circumstances Alternative Competition. The City of Phoenix is a member of
Sourcewell cooperative and these contracts were awarded through the competitive
process, consistent with the City's procurement process, as set forth in the Phoenix
City Code, Chapter 43. Utilization of this agreement allows the City to benefit from
national government pricing and volume discounts.

Contract Term
The contracts will begin on or about Oct. 18, 2023 for a five-year term with no options
to extend.



Page 84

Financial Impact
The aggregate contracts value will not exceed $6,000,000 for the five-year aggregate
term. Funding is available in the Parks and Recreation Department's Operating and
Capital Improvement Program budget; and through the City's allocation of the ARPA
received from the federal government and is under the Phoenix Parks Improvements
program of the strategic plan.

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




Page 85



Report

Ready Mix Concrete- IFB 18-264 - Letter of Agreement to Extend Contract for
Concrete Supply with Cemex Construction Material South (Ordinance S-50249)

Request to authorize the City Manager, or his designee, to enter into Letter of
Agreement with Cemex, Inc., dba Cemex Construction Materials South, to continue to
provide Ready Mix Concrete to various City departments. $270,000 in funds are
needed, in addition to the $2,024,080 previously approved via Ordinance S-44837.
The aggregate value will not exceed $2,294,080. Further request to authorize the City
Controller to disburse all funds related to this item.

Summary
The purpose of this Letter of Agreement is to continue to provide a wide variety of
ready mix concrete materials to City departments, including the Aviation, Parks and
Recreation, Street Transportation, and Water Services departments. This contract is
necessary for maintenance and upkeep of sidewalks, curbs, gutters, concrete
pavements, slabs and construction projects throughout the City.

The Letter of Agreement is required to provide the various City departments these
services until June 30, 2024.

Contract Term
The term of the Letter of Agreement will begin on or about Oct. 19, 2023, and expire
on June 30, 2024.

Financial Impact
Upon approval of $270,000 in additional funds, the revised aggregate value of the
contract will not exceed $2,294,080. Funding is available in various department
budgets.

Concurrence/Previous Council Action
The City Council previously reviewed this request:
• Ready Mix Concrete Contract 148122 (Ordinance S-44837) on June 27, 2018.

Responsible Department
This item is submitted by City Manager Jeffrey Barton and the Finance Department.


Page 86



Report

Acceptance and Dedication of an Easement for Public Utility Purposes
(Ordinance S-50252)

Request for the City Council to accept and dedicate of an easement for public utility
purposes; further ordering the ordinance recorded.

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

Easement (a)
Applicant: Phoenix Plaza 75, LLC, its successor and assigns
Purpose: Public Utility
Location: 7307 W. Indian School Road
File: FN 230081
Council District: 5

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




Page 87



Report

Acceptance of an Easement for Drainage Purposes (Ordinance S-50258)

Request for the City Council to accept an easement for drainage purposes; further
ordering the ordinance recorded.

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

Easement (a)
Applicant: TJH Arizona Series, LLC, Series A, its successor and assigns
Purpose: Drainage
Location: 5124, 5128, 5132, 5136 and 5140 N. 10th Way
File: FN 230017
Council District: 6

Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson, and the Planning
and Development and Finance departments.




Page 88



Report

Bicycles, Parts, Accessories, Repair and Maintenance - IFB 18-174 - Amendment
(Ordinance S-50264)

Request to authorize the City Manager, or his designee, to execute amendment to
Contract 148637 with Landis Cyclery, Inc., to extend the contract term and add
additional expenditures. Further request to authorize the City Controller to disburse all
funds related to this item. The additional expenditures will not exceed $80,000.

Summary
This contract will provide the City's essential workers with bicycles, parts, accessories
and repair, and maintenance services to ensure that bicycles are in optimal working
condition for the safety of employees who use bicycles in performance of daily
responsibilities. The main users of this contract are the City Clerk, Police, and Phoenix
Convention Center departments.

Contract Term
Upon approval the contract will be extended through Oct. 31, 2024, with an option to
extend through Oct. 31, 2025.

Financial Impact
Upon approval of $80,000 in additional funds, the revised aggregate value of the
contract will not exceed $246,000. Funds are available in various department budgets.

Concurrence/Previous Council Action
The City Council previously reviewed this request:
• Bicycles, Parts, Accessories, Repair and Maintenance Contract 148637 (Ordinance S
-45023) Oct. 3, 2018;
• Bicycles, Parts, Accessories, Repair and Maintenance Contract 148637 (Ordinance S
-49124) Nov. 2, 2022.

Responsible Department
This item is submitted by City Manager Jeffrey Barton and the Finance Department.




Page 89



Report

Industrial-Commercial Doors Service and Supply - IFB 18-205 - Amendment
(Ordinance S-50270)

Request to authorize the City Manager, or his designee, to execute amendment to
Contracts 148635 with D.H. Pace Company, Inc., and 148636 with Miner, LTD, to
extend contract term. Further request to authorize the City Controller to disburse all
funds related to this item. No additional funds are needed, request to continue using
Ordinance S-45068.

Summary
This contract will provide the City of Phoenix with equipment, labor and materials to
perform all operations necessary to implement a preventative maintenance program,
as-needed repairs, and replace existing door systems, as necessary, to approximately
800 industrial-commercial doors for Citywide buildings/facilities protection and security.
The extension will allow for the continuation of the maintenance and repair for these
doors.

Contract Term
Upon approval the contract will be extended through April 30, 2024.

Financial Impact
The aggregate value of the contract will not exceed $5,078,000 and no additional
funds are needed.

Concurrence/Previous Council Action
The City Council previously reviewed this request:
· Industrial-Commercial Doors Service and Supply Citywide Contract 148635 and
148636 (Ordinance S-45068) on Oct. 17, 2018;
· Industrial-Commercial Doors Service and Supply Citywide Contract 148635 and
148636 (Ordinance S-48236) on Jan. 5, 2022.

Responsible Department
This item is submitted by City Manager Jeffrey Barton and the Finance Department.




Page 90



Report

Maintenance Repair and Operating Supplies and Services - 16154RFP -
Amendment (Ordinance S-50274)

Request to authorize the City Manager, or his designee, to execute amendment to
Contract 146367 with HD Supply Facilities Maintenance, to extend contract term. No
additional funds are needed, request to continue using Ordinance S-43967.

Summary
This contract will provide maintenance, repair and operating supplies and related
services. The contract is available for Citywide use and primary users of this contract
are the Housing, Parks and Recreation, Fire, Public Works, and Water Services
departments.

Contract Term
Upon approval the contract will be extended through Oct. 31, 2024.

Financial Impact
The aggregate value of the contract will not exceed $4,500,000 and no additional
funds are needed.

Responsible Department
This item is submitted by City Manager Jeffrey Barton and the Finance Department.




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Report

Affordable Care Act (ACA) Reporting Services RFP HR 22-018 - Request for
Award (Ordinance S-50241)

Request to authorize the City Manager, or his designee, to enter into a contract with
UnifyHR, LLC to manage and monitor the Affordable Care Act (ACA) compliance for
the Human Resources Department. Further authorize the City Controller to disburse all
funds related to this item. The total value of the contract will not exceed $450,000.

Summary
This contract is needed to manage and monitor ACA compliance for the City and
comply with ACA reporting requirements. The ACA mandates employers with more
than 50 full-time employees to track medical plan coverage for employees meeting the
30-hour-per-week test, report plan of affordability based on employee-rate-of-pay, and
prepare and issue the "medical W-2" (Form 1095c) to all employees annually.
Penalties assessed by the IRS for non-compliance are $2,320 per year, per eligible
employee or more than $20 million per year for the City.

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

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

Two vendors submitted proposals deemed responsive and responsible. An evaluation
committee of City staff evaluated those offers based on the following criteria with a
maximum possible point total of 1,000:
· Qualifications and Experience (0-300 points)
· Method of Approach (0 - 400 points)
· Price (0-300 points)

After reaching consensus, the evaluation committee recommends an award to
UnifyHR, LLC.
· UnifyHR: 910 points


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· BenefitScape: 841 points

Contract Term
The contract will begin on or about Nov. 1, 2023, for a five-year term with no options to
extend.

Financial Impact
The aggregate contract value will not exceed $450,000.

Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Human Resources
Department.




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Report

Enterprise License Agreement for GIS Mapping - Amendment (Ordinance S-
50245)

Request to authorize the City Manager, or his designee, to execute an amendment to
Contract 148203 with Environmental Systems Research Institute to provide additional
contract term and funding for the Geographic Information Systems Mapping Enterprise
License Agreement for Information Technology Services Department in support of
various departments. Further request to authorize the City Controller to disburse all
funds related to this item. The additional expenditures will not exceed $7,015,000.

Summary
The Contract 148203 with Environmental Systems Research Institute (ESRI) provides
Geographic Information Systems (GIS) software Enterprise License Agreement (ELA)
and professional services under the ESRI Enterprise Advantage program used by the
Information Technology Services, Aviation, Fire, Police, Street Transportation, Planning
& Development, Water Services, Public Transit, and other offices and departments.
This contract provides benefits, value, and substantial cost savings to City
departments. These benefits include: a lower cost-per-unit for licensed software,
substantially reduced administrative and procurement expenses, premium support and
software maintenance, and provide the flexibility to deploy software and professional
services when and where needed.

The ELA provides City GIS users with unlimited access to ESRI products identified in
the agreement, including maintenance on all software for the term of the agreement.
The ability to utilize this contract allows Information Technology Services Department
to support departmental engagements, and obtain professional services, which will
help avoid disruption to critical projects and initiatives. ESRI software products are
currently used in public facing applications which includes the City Manager’s
Dashboard and Open Data site. ESRI professional services are being used to assist
departments with their GIS product creation and business operations.

The ESRI Enterprise Advantage program provide professional services to accomplish
the identified department GIS project goals that are currently underway and planned.
Departments are empowered to generate applications, maps, dashboards, field
location awareness, and then manage this geospatial content, hosted by the


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Information Technology Services Department. Engagements currently underway or
upcoming include: Water Services' Utility Network (UN) Planning, Analysis and
Implementation, Aviation airfield inspections, Street Transportation’s maintenance of
centerlines and monumentation, Police compliance and oversight dashboard, and
Phase II City Manager’s Performance Dashboard, Neighborhood Services Tidemark
updates, Parks and Recreation archaeology mapping, Environmental Programs water
project mapping, and many more.

Contract Term
Upon approval the contract will be extended through July 27, 2027.

Financial Impact
Upon approval of $7,015,000 in additional funds, the revised aggregate value of the
contract will not exceed $11,105,450. Funds are available in the various department’s
budget.

Concurrence/Previous Council Action
The City Council previously reviewed this request:
• Enterprise License Agreement for GIS Mapping Contract 148203 (Ordinance S-
44741) on June 6, 2018;
• Enterprise License Agreement for GIS Mapping Contract 148203 amendment
(Ordinance S-47794) on July 1, 2021.

Responsible Department
This item is submitted by Deputy City Manager Inger Erickson and the Information
Technology Services Department.




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Report

Authorization to Amend and Extend Contract for Fiscal Monitoring Services
(Ordinance S-50251)

Request to authorize the City Manager, or his designee, to amend Contract 149307
with PUN Group, LLP (PUN Group) to extend the term for an additional year,
beginning on or about Dec. 15, 2023 and ending Dec. 31, 2024, and approve funding
for this vendor to continue to provide contracted services through the extended term.
The contract value will not exceed $200,000 during the extension period. Further
request authorization for the City Controller to disburse all funds related to this item for
the life of the contract. Funds are available from Workforce Innovation and Opportunity
Act, Head Start, and General Funds.

Summary
PUN Group conducts annual fiscal monitoring of subcontractors accountable to the
City to facilitate the Human Services Department programs. These fiscal monitoring
activities are required to comply with grant stipulations, including the Workforce
Innovation and Opportunity Act, Head Start, Victim Services, and Homeless Services
programs. The Request for Proposals process can take up to six months to complete,
and this extension will allow the Human Services Department staff sufficient time to
conduct the procurement process.

Contract Term
The extended contract term will begin on or about Dec. 15, 2023 and run through Dec.
31, 2024.

Financial Impact
Expenditures will not exceed $200,000 during the extension period of the contract.
Funds are available from Workforce Innovation and Opportunity Act, Head Start, and
General Funds.

Concurrence/Previous Council Action
· On Nov. 8, 2018, the Phoenix Business and Workforce Development Board
approved the Workforce Development funding Program funding portion of this
contract.



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· On Dec. 12, 2018, City Council approved staff entering into contract with PUN
Group with Ordinance S-45232.
· On Jan. 26, 2022, City Council approved additional funding for Contract 149307
with Ordinance S-48269.
· On Jan. 25, 2023, City Council approved additional funding for Contract 149307
with Ordinance S-49362.

Responsible Department
This item is submitted by Deputy City Manager Gina Montes and the Human Services
Department.




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Report

2024-25 Housing and Urban Development Consolidated Plan Annual Action Plan
Process

This report requests City Council approval of the 2024-25 Consolidated Plan Annual
Action Plan process.

Summary
The 2024-25 Annual Action Plan examines housing and community development
needs in the City of Phoenix and defines strategies for addressing those needs
throughout the year. The Annual Action Plan contains the planning and application
requirements for four major U.S. Department of Housing and Urban Development
(HUD) programs that provide critical funds to entitlement cities like Phoenix every year.
The four fund sources are: Community Development Block Grant (CDBG), HOME
Investment Partnership (HOME), Emergency Solutions Grants (ESG), and Housing
Opportunities for Persons with AIDS (HOPWA). Through adoption of the 2020-24
Consolidated Plan in May 2020, the City Council approved the general priorities and
plans for these programs. Each year the Annual Action Plan details how federal funds
will be spent during the coming year.

The Annual Action Plan process began in September 2023. The initial public
communication and participation process will include the distribution of a community
survey, social media posts and outreach, and a HUD-required public in-person
hearing, all to assess community needs throughout Phoenix. Residents and
neighborhood leaders will be invited to provide testimony regarding housing,
homelessness, social services, and community development issues and concerns.
Residents who are unable to attend the in-person public hearing will have the
opportunity to submit their comments via email or voicemail. This information, along
with a needs assessment, will form the foundation of the draft 2024-25 Annual Action
Plan. The draft plan will be available for an advertised 30-day public comment period
and another public hearing will be held in spring 2024 before it is reviewed and
approved by the City Council. The goal of the Annual Action Plan process, per HUD
requirements, is to ensure comprehensive community planning and coordinated
service delivery are utilized to meet critical housing and community development
needs. The City Council will be asked to review and approve the draft 2024-25 Annual
Action Plan in early May 2024 before it is due to HUD by May 15, 2024.


Page 98


Concurrence/Previous Council Action
The Economic Development and Housing Subcommittee recommended approval of
this item on Oct. 11, 2023, by a 4-0 vote.

Public Outreach
The City of Phoenix's Annual Action Plan process will include holding two HUD
required in-person public hearings with the notice of public hearings posted two weeks
in advance.

Responsible Department
This item is submitted by Deputy City Manager Gina Montes and the Neighborhood
Services, Human Services, and Housing departments.




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Report

Purchase of Golf Merchandise for Direct Resale to the Public (Ordinance S-
50262)

Request to authorize the City Manager, or his designee, to purchase various golf
merchandise for direct resale to the public at pro shops located at Cave Creek,
Encanto, Palo Verde and Aguila golf courses. Items may include, but are not limited to;
protective gear, golf balls, range balls, golf clothing, hats, golf clubs and golf shoes.
Further request authorization for the City Controller to disburse all funds related to this
item. The two-year aggregate value will not exceed $1.2 million, with an estimated
annual expenditure of $600,000. There is no impact to the General Fund. Revenue
from the resale of merchandise at the pro shops fund the expenditure request.

Summary
The City operates five municipal golf courses, four of which has a pro shop where
golfers have the ability to purchase golf merchandise such as golf balls, clothing and
shoes. To supply the pro shops, the Parks and Recreation Department purchases
merchandise for resale directly from more than 190 various wholesale and specialty
manufacturers to obtain discounts and the lowest prices. Vendor pricing is based on a
variety of factors and changes seasonally; therefore, a low-bid process is not suitable
for the purchase of golf merchandise.

Financial Impact
Payment authority in the amount of $1.2 million for a two-year period, from Sept. 8,
2023, through Sept. 7, 2025, is requested. There is no impact to the General Fund.
Revenue from the resale of merchandise at the pro shops funds the Parks and
Recreation Department's purchase of golf merchandise.

Location
Cave Creek Golf Course - 15202 N. 19th Ave.
Encanto Golf Course - 2775 N. 15th Ave.
Palo Verde Golf Course - 6215 N. 15th Ave.
Aguila Golf Course - 8440 S. 35th Ave.
Council Districts: 3, 4, 5 and 7




Page 100

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




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Report

Fiscal Year 2023-24 Bioscience Healthcare Strategic Initiative (Ordinance S-
50239)

Request to authorize the City Manager, or his designee, to implement the Fiscal Year
(FY) 2023-24 Bioscience Healthcare Strategic Initiative, including authorization of an
Arizona Bioindustry Association (AZBio) membership for FY 2024-25 and participation
at the annual BIO International Convention in 2024. Further request to authorize the
City Treasurer to accept funds from the City's BIO International Convention partners to
offset costs associated with the 2024 Convention expenses, and for the City Controller
to disburse funds associated with this request to future identified convention vendors.
Funding for the AZBio membership and convention efforts will not exceed $110,000.
There is no impact to the General Fund. Funding is available in the Genomics
Facilities and Operations Fund.

Summary
Phoenix has grown to be a hub of bioscience activity in the Southwestern U.S. CBRE,
a national commercial real estate firm, ranked Phoenix fifth in the nation as an
Emerging Life Science Market in their 2020 annual U.S. Life Science Report and first
for Life Science Job Growth in Emerging Life Science Markets in their 2021 report.
Much of this success is due to Phoenix’s world-class medical centers, innovative
research institutions, pro-business environment, a growing educated population,
dedicated universities and community colleges, and spirit of entrepreneurship. In order
to build upon these strengths, staff is continuing to implement a strategic plan
introduced in 2018 designed to grow, strengthen and sustain a healthy bioscience
industry. Since the launch of this effort, there has been an acceleration of investment
and growth in the bioscience industry in Phoenix. By the end of 2022, more than $4
billion will have been invested in new and expanded bioscience and healthcare
facilities, and more than 6 million square feet of primary facility space for discovery,
development and care delivery creating more than 10,000 jobs for Phoenix residents.

Staff has focused its economic development efforts in the areas of research,
development, precision medicine, healthcare delivery, health-tech and education.
Focusing on these areas strengthens and solidifies Phoenix as a leader in the nation’s
bioscience healthcare industry. The Community and Economic Development
Department (CEDD) will continue to ensure there is a world-class real estate inventory


Page 102

that meets the unique needs of bioscience companies. This commitment includes
support of the downtown Phoenix Bioscience Core (PBC), Mayo Clinic’s Discovery
Oasis, the Phoenix Medical Quarter in addition to other submarkets within the City.
Specifically, CEDD has been working closely with Arizona State University (ASU) and
its development partner, Wexford Science & Technology, to bring prospective tenants
to the first phase development on the PBC north of Fillmore Street, the 850 PBC
building. In the 850 PBC building, ASU is a major tenant in the building along with the
expansion of the Center for Entrepreneurial Innovation with its new LabForce program
to train individuals with the skills needed to work in a lab setting. Other tenants within
the new building include bioscience companies and a co-working accelerator lab
supporting the growth of early-stage companies and creating new, quality jobs in
Phoenix.

In order to maintain the City's position in the bioindustry, CEDD is requesting to
continue the City's annual membership with the AZBio, the only statewide organization
exclusively focused on building Arizona’s bioindustry. AZBio is committed to building a
top-tier life science industry in Arizona and is a critical partner for Phoenix. As
specialists, AZBio provides industry insight, programs specifically designed for life
science organizations, visibility into investment opportunities, and a voice for the
industry in the media, across the community, and with elected leaders and government
agencies at the local, state, and federal levels. The AZBio annual membership cost is
$15,000 for FY 2024-25.

Another key effort is the promotion of Phoenix's bioscience efforts nationally and
internationally by attending the 2024 BIO International Convention to be held in San
Diego. The 2023 BIO Convention was held in Boston, with more than 20,000
attendees and 73 countries represented. As a sponsor of Start- Up Stadium, the City of
Phoenix was able to kick off one of the pitch days at the event this year and nominate
three Phoenix-based companies that were selected as finalists. These three early-
stage companies were able to engage with key members of the investment
community, venture philanthropy groups, and BIO attendees. This year’s Phoenix
delegation included 52 attendees, representing 31 Phoenix companies and
organizations. The delegation held more than 300 productive meetings along with
continuous engagement with BIO conference attendees in the Phoenix Pavilion. More
than 150 people attended this year’s Rapid Fire, Fireside Chat featuring 15 Phoenix
life science leaders sharing their innovations with the audience. Attendance at the
event provided valuable networking and partnership opportunities and synergy with the
City's attending partners looking to promote their research and products to a global
audience. The knowledge and contacts generated by attending this convention will be
used in communicating the City's competitive advantage, existing ecosystem and
resources in Phoenix to attract and grow companies in this industry to thrive and


Page 103

generate quality jobs for the community.

Planning is currently underway, subject to City Council authorization of funding, for the
2024 BIO Convention. Preliminary estimates for participation such as sponsorships,
advertising, equipment, and shipping costs total approximately $95,000. Staff will also
work with industry partners, such as the University of Arizona, ASU, and the
Translational Genomics Research Institute (TGen) to co-locate at the convention. This
shared effort may allow the City to reduce its costs and boost visibility while assisting
its partners in promoting Phoenix.

These continued efforts enable CEDD staff to showcase Phoenix's citywide assets and
ensure success of future projects. CEDD and its partners continue to generate
qualified prospects to create a pipeline of businesses considering expansions and/or
relocations to Phoenix through a multi-faceted marketing approach targeted at this
industry. Phoenix's involvement and partnership with AZBio and the BIO International
Convention elevates the City's visibility as a hub for bioscience, building a critical mass
of bioscience and healthcare-related companies and attracting and developing top
talent vital to sustain the long-term growth of this thriving industry. As the convention
vendors are currently unknown to staff, the vendors will be identified when the
information is released by the convention .

Financial Impact
There is no impact to the General Fund. Funding for the AZBio membership and to
participate in BIO International 2024 will not exceed $110,000 total for both efforts.
Funding is available in the Genomic Facilities and Operations Fund. Funding received
from the City's BIO International Convention partners shall reimburse the Genomic
Facilities and Operations Fund.

Concurrence/Previous Council Action
This item was recommended for approval by the Economic Development and Housing
Subcommittee at the Sept. 13, 2023 meeting by a vote of 4-0.

Responsible Department
This item is submitted by Deputy City Manager John Chan and the Community and
Economic Development Department.




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Report

Phoenix Kiva Hub and Better Business Bureau Serving the Pacific Southwest
Premier Partnership Sponsorship Contract (Ordinance S-50261)

Request to authorize the City Manager, or his designee, to enter into a contract as a
Premier Partnership sponsor of the Phoenix Kiva Hub administered by the Better
Business Bureau Serving the Pacific Southwest (BBB) for a three-year total amount
not to exceed $100,000. Further request the City Controller to disburse all funds
associated with this item. Funding is available in the Community and Economic
Development Department's budget.

Summary
Kiva Inc. launched in 2005 as the world's first personal lending website. Because of
Kiva, the opportunity for small businesses and entrepreneurs to have affordable and
equitable access to financial products and services that help them chase their dreams
became an achievable reality. Kiva allows everyday people to pool lending
contributions in as little as $25 increments to provide financial access to entrepreneurs
in communities that are underserved and underrepresented within traditional lending
spaces. This is done through crowdfunded micro-loans from $1,000 to $15,000 for
start-ups and entrepreneurs with a zero percent interest rate and a guaranteed $0 in
fees. There are no minimum credit or cash flow document requirements to qualify,
which further helps remove a barrier to entry that limits affordable and equitable
financial access.

In 2021, with the financial support of the City and GoDaddy.com, the BBB launched
the Phoenix Kiva Hub and began crowdfunding microloans focused on women and
minority entrepreneurs who would otherwise not qualify for a traditional or low interest
loan to start their businesses. While the Phoenix Kiva Hub services all of Maricopa
County, the results within Phoenix have been impactful:
· 19 - Phoenix Loans Funded (12 outside Phoenix)
· $132,500 - Disbursed to Phoenix entrepreneurs ($66,000 outside Phoenix)
· $6,974 - Average Loan Size ($6,266 outside Phoenix)

The Phoenix Kiva Hub’s focus on women and minority entrepreneurs has been
impactful based on the 19 loans funded between Feb. 2020 and April 2023 to Phoenix
entrepreneurs:


Page 105

· 14 Credit scores below 650 (most bank loans require scores between 680-720)
· 17 Women-Owned Businesses
· 15 Minority-Owned Businesses
· 9 Black-Owned Businesses
· 3 Latino or Hispanic Owned Businesses
· 1 Native American, Asian or Pacific Islander-Owner Business

If approved, the City’s new Premier Partner Sponsorship will continue to pay for the
annual licensing fee associated with hosting the Phoenix Kiva Hub, which includes a
ten percent administration fee. The City will be recognized as the title program
partner/trustee in all branded materials, digital products and media mentions alongside
the BBB and GoDaddy.com (also a Premiere sponsor).

Phoenix Kiva Hub will provide a biannual report to City staff that will include the
following items:
· Demographic data of Kiva loan portfolio
· Average credit score of borrowers,
· Repayment rate
· Total number of loans
· Borrower related data by zip code
· Success stories
· Marketing: Impact (clicks, views, etc.) and traffic to Kiva landing page
· Events, webinars, and networking opportunity tracking

Contract Term
The contract will begin on or about March 1, 2024 for a three-year term.

Financial Impact
The total sponsorship contract will not exceed $100,000. Funding is available in the
Community and Economic Development Department's General Fund budget.

Concurrence/Previous Council Action
Item approved unanimously at Economic Development and Housing Subcommittee
Meeting on Sept. 13, 2023.

Responsible Department
This item is submitted by Deputy City Manager John Chan and the Community and
Economic Development Department.



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Report

2024 Downtown Enhanced Municipal Services District Budget, Assessments and
Set Public Hearing Date (Resolution 22158)

Request City Council approval of the 2024 Downtown Enhanced Municipal Services
District (Downtown EMSD) proposed budget, assessments on the Downtown EMSD,
and set the date of Nov. 15, 2023, for the Public Hearing on the estimated
assessments, pursuant to Arizona Revised Statutes (A.R.S.) 48-575. The General
Fund estimated annual expenditure for this program is $439,123.

Summary
The City Council authorized the formation of the Downtown EMSD in 1990 to provide
enhanced public services, above and beyond the level of services provided in the
remainder of the City. The costs for the Downtown EMSD’s services are paid through
assessments on property owners within the Downtown EMSD boundaries. The City
contracts directly with Downtown Phoenix, Inc. (DPI) to implement the work program,
as described in Attachment A, of the Downtown EMSD. The Downtown EMSD is
generally bounded by Fillmore Street, 7th Street, 3rd Avenue and the railroad tracks
south of Jackson Street.

2024 Downtown EMSD Proposed Budget
The work plan and budget for calendar year (CY) 2024 provides a variety of enhanced
services in the Downtown core, including business improvement services and overall
business development.

In May 2023, the Downtown EMSD Board of Directors, which includes representatives
of the City and other Downtown EMSD property owners, approved the proposed 2024
Downtown EMSD budget of $4,706,256. See Attachment B for the breakdown of the
expense categories. This includes $167,222 for streetscape maintenance expenses,
which are paid only by property owners and tenants adjacent to the Streetscape
Improvement District. The Streetscape Improvement District includes certain portions
of Monroe Street from 3rd Avenue to 7th Street; Adams Street from 2nd Avenue to 2nd
Street; 2nd Street from Jefferson to Van Buren streets; and 3rd Street from Monroe to
Van Buren streets.

The proposed CY 2024 assessment revenue of $4,556,256 represents no change over


Page 107

the CY 2023 assessments. The CY 2024 assessments for the Downtown EMSD will
be levied after the required Downtown EMSD approval process has been completed.
Assessments are determined in proportion to the benefits received by each parcel.
The proposed assessments and 2024 Downtown EMSD Diagram are based on the
estimate of expenses and property data available as of April 27, 2022.
· Estimated CY 2024 District Budget: $4,706,256
· Estimated CY 2024 Assessment Revenue: $4,556,256
· Estimated CY 2024 Non-assessment Revenue: $150,000

Public Hearing Date
It is requested that the City Council set the date of Nov. 15, 2023, as the date for the
Public Hearing on the 2024 Downtown EMSD assessments.

Financial Impact
The City's total estimated annual expenditure for this program is $1,497,935, which
includes:
· $439,123 from the General Fund (approximate $15 increase from 2023);
· $626,579 from the Phoenix Convention Center;
· $150,123 from the Sports Facilities Fund;
· $10,486 from the Phoenix Bioscience Core; and
· $271,623 from collections from tenants on City-owned properties

Concurrence/Previous Council Action
The Economic Development and Housing Subcommittee meeting approved the 2024
Downtown EMSD work plan and budget on Oct. 11, 2023, by a vote of 4-0.

Public Outreach
A Public Hearing will be held for property owners to discuss the proposed
assessments, costs, and services provided in connection with the Downtown EMSD. If
approved, the public hearing would be set for Nov. 15, 2023, at 2:30 p.m., in the
Phoenix City Council Chambers. All property owners are notified by mail of their
annual assessment cost by the Street Transportation and Community and Economic
Development departments 20 days prior to the public hearing. Notice of the public
hearing also will be published in the Record Reporter as specified below. No further
notification is required after the public hearing.

To be published:
The Record Reporter
· Nov. 1, 2023


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· Nov. 3, 2023

Location
The Downtown EMSD is generally bounded by Fillmore Street, 7th Street, 3rd Avenue
and the railroad tracks south of Jackson Street.
Council Districts: 7 and 8

Responsible Department
This item is submitted by Deputy City Managers John Chan and Alan Stephenson, and
the Community and Economic Development and Street Transportation departments.




Page 109
ATTACHMENT A
2024 Downtown Phoenix Enhanced Municipal Services District
Proposed Work Plan

Developed by staff for Advisory Board and City Council approval, the
following goals and objectives are guided by the priorities of Enhanced
Municipal Service District (EMSD) stakeholders and the mission of DPI.

Administration, Finance, and Information Technology

Goal: To manage shared resources and maximize efficiencies while
supporting initiatives and projects organization-wide

Proposed Objectives to Achieve Goal
1. Manage newly implemented customer relationship management
(CRM) platform for stakeholder contacts and engagement as well as
PCA membership
2. Continue to identify process improvements, training, budget saving
opportunities, and ways to help staff across all DPI departments and
affiliates work more efficiently and effectively
3. Support the work of all DPI departments and affiliates through
finance, administrative, and IT services
4. Utilize and maximize resources within Emfluent program, a local
Predictive Insights firm that specializes in talent optimization, office
culture development, career pathing and hiring best practices
5. Prioritize employee development and retention throughout the year
6. Oversee the implementation and completion of mid-year and end-
of-year assessments
7. Enhance the office experience for both employees and visitors,
making it an increasingly magnetic nexus of city building activity
8. Manage inventory and spending of Downtown Phoenix Inc. branded
merchandise and supplies




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Marketing + Events

Goal: Promoting our organization’s brand of mission-driven service and
advancing the narrative of our evolving neighborhood through inclusive
events, dynamic digital storytelling, in-demand visitor resources and
strategic media campaigns

Proposed Objectives to Achieve Goal
1. Complete buildout and open new Community Resources Hub
2. Continue to create content that strengthens dtphx.org and DPI’s
social media platforms as invaluable resources for Downtown news
and event information, while also capturing the spirit that makes our
neighborhood great
3. Continue to enlist artists, community contributors, and social media
influencers to help elevate our events and tell diverse, inclusive, and
authentic Downtown stories
4. Continue to strengthen our events portfolio, with special attention
paid to inclusive events, cultural events, family friendly events and
those events that activate public spaces and benefit our street level
businesses
a. Similar to programs executed during Super Bowl, use large
events like Final Four as megaphones for telling Downtown’s
story
5. Continue to reimagine dtphx.org, including improving the events
calendar and overall navigation site-wide, streamlining business
information and putting the enhanced municipal services our
organization provides front and center
6. Continue to advocate for local artists, bring new pieces of public art
to the neighborhood, and create new ways to promote Downtown’s
thriving art scene
7. Continue to promote and raise awareness of family-friendly
infrastructure, amenities and events




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8. Continue to work with Visit Phoenix, Phoenix Convention Center, and
hospitality partners in booking new business, securing return business
and ushering Phoenix’s rise up the convention city rankings


Community Engagement

Goal: To ensure stakeholders are engaged, informed, and excited about
being a part of an authentic, hyper-local and experiential Downtown for all

Proposed Objectives to Achieve Goal
1. Continue to engage and inform stakeholders via monthly Open
House meetings, monthly Events, Streets and Transportation
meetings, monthly Schedule of Events (SOE) email communications
as well as high impact stakeholder alerts
2. Fully migrate to and utilize new Client Relationship Management
Platform (CRM), Virtuous, to dive deeper into data organization and
consolidation, so that stakeholder records can be accessed cross-
departmentally and eventually be transitioned to being managed by
Administration, Finance, and Information Technology
3. Continue to work with Valley Metro and Kiewit to strategize around
light rail construction mitigation as well as next steps for the future of
light rail ridership including but not limited to: preparing the public for
active track use, safety and best practices, mobile fares, wayfinding
and rechargeable passes
4. Ensure proper communication channels are in place with property
management and security teams leading into Final Four 2024 and
other major events
5. Advance multi-modal transportation initiatives and act on parking
study recommendations
a. Work with City of Phoenix Street Transportation Department to
implement additional co-branded 15-minute metered parking
spaces near new high-rise residential and street level retail




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b. Work with City of Phoenix Police Department and City of
Phoenix Street Transportation Department and City of Phoenix
special event staff to reimagine the Sunburst Traffic Plan
6. Continue placemaking efforts by commissioning public art and
creating cross-collaborative pop-up activations with stakeholders in
public spaces
7. In partnership with Marketing + Events department (Events Manager),
continue to grow and evolve “The Flock” volunteer program utilizing
Virtuous Volunteer Management Software
8. Continue to fine tune street pole banner program processes to be
more cost-efficient and generate higher non-assessment revenues

DTPHX Ambassadors | Clean + Green Team

Goal: To continue building on our reputation as one of the cleanest and
most welcoming downtowns in the country

Proposed Objectives to Achieve Goal

Ambassador Program
1. Continue to serve as eyes and ears for Downtown by maintaining 24
full-time Ambassadors
2. Continue to develop Ambassadors through ongoing series of monthly
trainings beyond 30/60/90-day onboarding program
a. Provide familiarization tours to Ambassadors to keep up with
the rapid growth and development of Downtown
b. Ongoing trainings such as nonviolent crisis intervention, CPR,
stop the bleed, self-defense and active shooter, plus increased
engagement with Downtown Operations Unit
3. Continue to participate in the City’s coordinated efforts to reducing
homelessness by connecting individuals experiencing homelessness
to services




Page 113
a. Continue partnership with Community Bridges and two (2) full-
time Outreach Navigators while expanding coordination with
Arizona State University’s CBI Navigator and security team
4. Modify “hydration station” to be battery powered for easier mobility
and to use as a mobile collateral kiosk by Ambassadors
5. Increased bike training allowing for more coverage and speedy
response
6. Increase pop-up park activations
7. Increase info tables (not just at events)
8. Continue to work with ASU to activate Civic Space Park
9. Grow inventory of promotional giveaways
Clean & Green Team
1. Continue to clean and disinfect high-touch, high-traffic public
spaces, and infrastructure with high pressure washing equipment
a. Invest in industrial grade equipment to better clean and disinfect
public realm
2. Improve walkability of Downtown’s corridors and enhance the street
level experience through landscaping
a. Increase shade through tree plantings and, in partnership with
the City of Phoenix and Valley Metro, install shade structures for
high traffic sidewalks where trees can’t be planted
b. Add planters with flowering plants to beautify building exteriors
near main intersections throughout the EMSD
3. Assess and improve public amenities throughout the Streetscape
Improvement District, such as:
a. Furnishings like benches and chess/checkers tables
b. Outdoor string lights and other decorative across pedestrian
corridors and other decorative lighting
c. Interactive activations such as motion-detected street planter
speakers
4. Continue to assess existing vehicular and pedestrian wayfinding
signage throughout the EMSD and provide recommendations for
updating and/or sunsetting
5. Continue sustainability efforts (i.e. restaurant mister sensors, waste
diversion)



Page 114
Business Development

Goal: To foster Downtown as a thriving and sustainable business,
education and urban living epicenter of our city and region



Proposed Objectives to Achieve Goal

1. Promote and provide personalized tours of Downtown, in partnership
with city’s Community & Economic Development Department
(CEDD), to developers, investors, companies, and brokers showcasing
Downtown’s growth and amenity package
a. Evolve & improve golf cart tours through new equipment and
customized collateral
2. Attend all pre-development meetings at the City of Phoenix and offer
support to developers and business owners looking for data or
assistance to move their project forward
3. Continue to support the transition of the Phoenix Bioscience Core
(PBC) into a major employment center in health, bio and life sciences
4. Focus on supporting current Downtown businesses, including
restaurants and retailers, in partnership with CEDD
5. Act as the “one-stop” information resource for developers, brokers,
investors, and companies interested in locating Downtown
a. Enhance information sharing capabilities with reimagined and
more brand-aligned Business Development Collateral to forge
even stronger partnerships with City and regional agencies
6. Continue to support co-working growth and the growing
entrepreneurial/start-up ecosystem in Downtown
a. Rent desk space on a rotating basis at Downtown locations in
order to establish relationships with businesses as they grow
and scale
b. When appropriate, help maturing companies find permanent
office space in Downtown




Page 115
7. Assist CEDD’s business attraction efforts with a focus on the
following:
a. Non-food and beverage locally-owned retail concepts
b. Attracting businesses to locate, relocate or expand into
Downtown’s current commercial real estate vacancies
c. Support companies’ post-Covid recovery efforts to return
employees to the office
i. Create and manage programs that will help employers
lure their employees back to the office
8. Focus on adding family-friendly infrastructure and programming to
emphasize Downtown as a competitive place where families can live,
work, play, and learn
9. Proactively seek opportunities to use GIS mapping, digital twin once
completed, and other interactive visual storytelling platforms to
promote Downtown and engage new audiences in its growth and
development
10. Raise awareness of Downtown development outside of our
local sphere by pursuing opportunities to participate on panels and
engage in relevant industry conferences
11. Assess and implement sustainability programs and tool kits that
positively impact Downtown businesses, streetscape and
environment




Page 116
ATTACHMENT B
CY 2024 EMSD Budget - Estimated

Account 2024 Budget
General Office 632,208
Admin Salaries 270,703
Events 306,696
Marketing 541,769
Expenses Business Development 230,777
BID Services 2,406,881
Total Base Budget 4,389,034

SID 167,222
Total District Budget 4,556,256
Assessment Revenue 4,706,256
Revenue
Non-assessment Revenue 150,000
Page 117



Report

2024 Downtown Enhanced Municipal Services District Assessment Diagram
(Resolution 22157)

Request City Council approval of the 2024 Downtown Enhanced Municipal Services
District (EMSD) Assessment Diagram. There is no financial impact as a result of this
request.

Summary
The City Council authorized formation of the Downtown EMSD in 1990 to provide
enhanced municipal services, above and beyond the level of services provided in the
remainder of the City. The Downtown EMSD is generally bounded by Fillmore Street,
7th Street, 3rd Avenue and the railroad tracks south of Jackson Street. The costs for
the Downtown EMSD’s services are paid through assessments on property owners
within the Downtown EMSD boundaries.

The proposed 2024 Downtown EMSD Assessment Diagram (Attachment A - 2024
Downtown EMSD Diagram), indicates the properties to be assessed and is on file in
the Office of the Director of the City of Phoenix Street Transportation Department, and
may also be viewed at https://www.investinphoenix.com/why-
phoenix/downtown/downtown-phoenix. The proposed assessments and calendar year
(CY) 2024 Downtown EMSD Diagram are based on the estimate of expenses and
property data available as of April 26, 2023. The proposed diagram was completed on
Sept. 21, 2023. Per Arizona Revised Statutes (A.R.S.) 48- 575(d), the CY 2024
Downtown EMSD Diagram shows each separate lot numbered consecutively, the area
in square feet of each lot, and the area in square feet of any building or buildings
located on each lot.

Public streets, alleys, and property utilized for residential purposes that do not benefit
by the enhanced municipal services are excluded from this proposed CY 2024
Downtown EMSD Diagram.

This request for Council action includes a Resolution approving the CY 2024
Downtown EMSD Diagram.




Page 118


Financial Impact
There is no financial impact for approving the CY 2024 Downtown EMSD Diagram.

Cuncurrence/Previous Council Action
The Economic Development and Housing Subcommittee meeting approved the CY
2024 Downtown EMSD work plan and budget on Oct. 11, 2023, by a vote of 4-0.
Public Outreach
A public hearing will be held for property owners to discuss the proposed
assessments, costs, and services provided in connection with the Downtown EMSD. If
approved, the public hearing would be set for Nov. 15, 2023, at 2:30 p.m., in the
Phoenix City Council Chambers. All property owners are notified by mail of their
annual assessment cost by the Street Transportation and Community and Economic
Development departments 20 days prior to the public hearing. Notice of the public
hearing also will be published in the Record Reporter as specified below. No further
notification is required after the public hearing.

To be published:
The Record Reporter
· Nov. 1, 2023
· Nov. 3, 2023
Location
The Downtown EMSD is generally bounded by Fillmore Street, 7th Street, 3rd Avenue
and the railroad tracks south of Jackson Street
Council Districts: 7 and 8

Responsible Department
This item is submitted by Deputy City Managers John Chan and Alan Stephenson, and
the Community and Economic Development and Street Transportation departments.




Page 119
DOWNTOWN PHOENIX ENHANCED
MUNICIPAL SERVICES DISTRICT
2024 ASSESSMENT DIAGRAM

Fillmore Street
U
V
32-49 65


T
89 93
66 82 90

T
1 50 67 91 94A




T
51 68 100

T
52 69 92 104
53 70 111
54 72
Taylor Street


1st Street
U
V U
V

Central Avenue
7 29
55 73


T


T T T T
761 61 74 83 86
9 101




2nd Avenue 2nd Street 5th Street
60 762 110 769




3rd Avenue 1st Avenue 3rd Street
10 58




7th Street
59 71

T
25 57


T
12 105

T T
24 56
13 62 71A 763
84 102 109
14 22
Polk Street
VU
U V T
15 21


T

U
V U
V

T T
16 20 27 28 113
63 79


T

U
V T
80 99 107
103 106
17 81

Van Buren Street Van Buren Street
T 115
U
VUV T
T T

T
119 321
118 323 - 362 363
T
366 367
U
V
120-
320 322
Monroe Street
Monroe Street
T
372 477
373 483 484 485 486

T
370 479 478


T
475A 491

T
374 375 - 489
368 490




T
488 487
369 475 481




2nd Street
Adams Street
T 509 510
498 500 - 507 513 512


T 497

T T 495
T 508 T 511 514-




Washington Street Washington Street


T T
5th Street
523 524 771 - 777 765-768 95-98
778-785

T 538 T
Jefferson Street

T T 528 529 543 544 545 546 547




7th Street
542 542A
548 549 550 Jefferson Street
759 Madison Street
T 551

T
556 557 558 561 562




T T

T
554 555




Central Avenue
559 560 568 553



4th Street
569 570 571 572




3rd Avenue
Jackson Street


1st Avenue 1st Street 2nd Street 3rd Street
T T
2nd Ave
583 584

T
573 574 575 576 577 578 579 581
582 760
588 589 590 591-
580 758




LEGEND & SCALE


1 ASSESSMENT #
SUBMITTED _________________________________ ___________
STREETSCAPE SUPERINTENDENT OF STREETS DATE


IMPROVEMENT DISTRICT APPROVED AT THE MEETING OF THE COUNCIL OF THE
CITY OF PHOENIX THIS _________ DAY OF ________________, 2023




O
_____________________________
0 125 250 375 500 MAYOR

Feet ATTEST ________________________
CITY CLERK

1 INCH = 125 FEET FILED THIS ________ DAY OF _________________, 2023


_______________________________
This drawing was created for reference and SUPERINTENDENT OF STREETS
Parcel data from County Assessor as of 4/6/2023.
planning purposes only and not for construction.
Assessment data updated as of 9/19/2023.
Page 120
DOWNTOWN PHOENIX ENHANCED
MUNICIPAL SERVICES DISTRICT
2024 ASSESSMENT DIAGRAM DETAIL
LotSizein CountyParcel BuildingSizein LotSizein CountyParcel BuildingSizein LotSizein BuildingSizein LotSizein BuildingSizein
ID# Owner ID# Owner ID# Owner CountyParcel# ID# Owner CountyParcel#
SquareFeet # SquareFeet SquareFeet # SquareFeet SquareFeet SquareFeet SquareFeet SquareFeet

1 FILLMOREAPARTMENTSOWNERLLC 97,222 111Ͳ42Ͳ139 292,582 196 44MONROEAPARTMENTSLLC 1,126 112Ͳ21Ͳ453 1,126 393 GUERREROERICA 1,214 112Ͳ21Ͳ301 1,098 588 PHOENIXCENTERFORDENTISTRYLLC 13,750 112Ͳ27Ͳ111E ParkingLot
2 197 44MONROEAPARTMENTSLLC 962 112Ͳ21Ͳ454 962 394 DESYLVATONYARTHUR 1,794 112Ͳ21Ͳ302 1,718 589 PHOENIXCENTERFORDENTISTRYLLC 27,530 112Ͳ27Ͳ115 25,133
3 198 44MONROEAPARTMENTSLLC 1,310 112Ͳ21Ͳ455 1,310 395 LIDDYPROPERTIESLLC 805 112Ͳ21Ͳ303 837 590 301JACKSONLLC 20,625 112Ͳ30Ͳ120 ParkingLot
4 199 44MONROEAPARTMENTSLLC 1,159 112Ͳ21Ͳ456 1,159 396 ROZHINIMANI 854 112Ͳ21Ͳ304 837 591 SHIELDSPATRICKMIV/ALICIAL 1,418 112Ͳ42Ͳ051 1,418
5 200 44MONROEAPARTMENTSLLC 1,323 112Ͳ21Ͳ457 1,323 397 RAKKEVIN 872 112Ͳ21Ͳ305 858 592 MONTGOMERYGRACEN 866 112Ͳ42Ͳ052 900
6 201 44MONROEAPARTMENTSLLC 993 112Ͳ21Ͳ458 993 398 HAWANASIXLLC 792 112Ͳ21Ͳ306 751 593 STECKMANBRIANGEORGE 998 112Ͳ42Ͳ053 1,020
7 JOHNEGARRETSONLIVINGTRUST/GARRETSONJOHNE 7,000 111Ͳ42Ͳ026 ParkingLot 202 44MONROEAPARTMENTSLLC 1,126 112Ͳ21Ͳ459 1,126 399 CURTISPHAMANNFAMILYTRUST 710 112Ͳ21Ͳ307 710 594 ROSSMATTHEWS 943 112Ͳ42Ͳ054 996
8 JOHNEGARRETSONLIVINGTRUST/GARRETSONJOHNE 7,000 111Ͳ42Ͳ024 ParkingLot 203 44MONROEAPARTMENTSLLC 1,394 112Ͳ21Ͳ460 1,394 400 SNITZTREVOR 1,200 112Ͳ21Ͳ308 1,200 595 TAYLORFAMILYREVOCABLETRUST 1,446 112Ͳ42Ͳ055 1,463
9 333N.3RDAVELLC 7,000 111Ͳ42Ͳ022 ParkingLot 204 44MONROEAPARTMENTSLLC 1,394 112Ͳ21Ͳ461 1,394 401 BRODERICKTHOMAS 751 112Ͳ21Ͳ309 751 596 JOHNSONRICHARD 1,579 112Ͳ42Ͳ056 1,412
10 333N.3RDAVELLC 7,000 111Ͳ42Ͳ020 ParkingLot 205 44MONROEAPARTMENTSLLC 1,126 112Ͳ21Ͳ462 1,126 402 UNDERWOODJOHNM 1,174 112Ͳ21Ͳ310 1,174 597 BECKHAMZACKARYKRISTIAN 1,078 112Ͳ42Ͳ057 1,078
11 333N.3RDAVELLC 7,000 111Ͳ42Ͳ019 ParkingLot 206 44MONROEAPARTMENTSLLC 962 112Ͳ21Ͳ463 962 403 SHEADIANAL 1,098 112Ͳ21Ͳ311 1,098 598 ISAACJODYS 1,625 112Ͳ42Ͳ058 1,426
12 333N.3RDAVELLC 7,000 111Ͳ42Ͳ017 ParkingLot 207 44MONROEAPARTMENTSLLC 1,310 112Ͳ21Ͳ464 1,310 404 SEVERINOROBERT 1,395 112Ͳ21Ͳ312 1,395 599 JACOBSENTHOMAS 953 112Ͳ42Ͳ059 900
13 333N.3RDAVELLC 8,138 111Ͳ42Ͳ015 VacantLot 208 44MONROEAPARTMENTSLLC 1,159 112Ͳ21Ͳ465 1,159 405 KINDELAARONLAWRENCE 837 112Ͳ21Ͳ313 837 600 KACZALATIMOTHY/NANCY 1,085 112Ͳ42Ͳ060 1,020
14 333N.3RDAVELLC 7,000 111Ͳ42Ͳ011A VacantLot 209 44MONROEAPARTMENTSLLC 1,323 112Ͳ21Ͳ466 1,323 406 SWINDLETIMOTHYD/KERRYK 837 112Ͳ21Ͳ314 837 601 VILLESCASNICHOLAS/JENNIFER 1,030 112Ͳ42Ͳ061 996
15 333N.3RDAVELLC 7,000 111Ͳ42Ͳ009 VacantLot 210 44MONROEAPARTMENTSLLC 993 112Ͳ21Ͳ467 993 407 THORPEDAVIDH 858 112Ͳ21Ͳ315 858 602 GANUSALEXANDRU 1,558 112Ͳ42Ͳ062 1,463
16 ZAYOGROUPLLC 21,000 111Ͳ42Ͳ115 10,864 211 44MONROEAPARTMENTSLLC 1,126 112Ͳ21Ͳ468 1,126 408 STEVETOEDTEMEIER 751 112Ͳ21Ͳ316 751 603 NYEBRADLEYA 1,580 112Ͳ42Ͳ063 1,412
17 JOHNEGARRETSONLIVINGTRUST/ETAL 17,478 111Ͳ42Ͳ005A ParkingLot 212 44MONROEAPARTMENTSLLC 1,394 112Ͳ21Ͳ469 1,394 409 KULAKSUSANK 710 112Ͳ21Ͳ317 710 604 CARAMBERISVANESSA 1,160 112Ͳ42Ͳ064 1,074
18 HIGGINBOTHAMPROPERTIESLLC 11,200 111Ͳ42Ͳ003 12,856 213 44MONROEAPARTMENTSLLC 1,394 112Ͳ21Ͳ470 1,394 410 AFRICAEDWINSIII 1,254 112Ͳ21Ͳ318 1,200 605 REDAJASON 1,160 112Ͳ42Ͳ065 1,076
19 FOLSOMPROJECTSLLC 7,000 111Ͳ42Ͳ006 6,999 214 44MONROEAPARTMENTSLLC 1,126 112Ͳ21Ͳ471 1,126 411 COXRICHARD 755 112Ͳ21Ͳ319 755 606 ERBJAYPARRY 1,160 112Ͳ42Ͳ066 1,170
20 FEDͲGSAParkingLot 21,000 111Ͳ42Ͳ007B ParkingLot 215 44MONROEAPARTMENTSLLC 962 112Ͳ21Ͳ472 962 412 STEERTHEODORE 1,268 112Ͳ21Ͳ320 1,174 607 TROYANEKDAVIDC/TINAM 1,042 112Ͳ42Ͳ067 985
21 CUNNINGHAMBUILDINGLLC 7,000 111Ͳ42Ͳ008 SeeID#22 216 44MONROEAPARTMENTSLLC 1,310 112Ͳ21Ͳ473 1,310 413 RUBINBRETT 1,148 112Ͳ21Ͳ321 1,098 608 JOELGREENBERGIRA5005 1,625 112Ͳ42Ͳ068 1,426
22 CUNNINGHAMBUILDINGLLC 7,000 111Ͳ42Ͳ010 10,955 217 44MONROEAPARTMENTSLLC 1,159 112Ͳ21Ͳ474 1,159 414 LITTLEITALYBALLPARKAPARTMENTSLLC 1,432 112Ͳ21Ͳ322 1,395 609 COOPERDAVID/ELIZABETH 953 112Ͳ42Ͳ069 900
23 GARRETSONJOHNE&BARTONLFABER 4,200 111Ͳ42Ͳ012 ParkingLot 218 44MONROEAPARTMENTSLLC 1,323 112Ͳ21Ͳ475 1,323 415 MILLERJEFFREYA 837 112Ͳ21Ͳ323 837 610 BRANNONCRAIGS/CHRISTINAM 1,085 112Ͳ42Ͳ070 1,020
24 GARRETSONJOHNE&BARTONLFABER 8,400 111Ͳ42Ͳ013 ParkingLot 219 44MONROEAPARTMENTSLLC 993 112Ͳ21Ͳ476 993 416 DILLAVOUCHRISTINA/LIEBERMANNANCY 837 112Ͳ21Ͳ324 837 611 MILLERKENNETHP 1,030 112Ͳ42Ͳ071 996
25 GARRETSONJOHNE&BARTONLFABER 7,000 111Ͳ42Ͳ016 ParkingLot 220 44MONROEAPARTMENTSLLC 1,126 112Ͳ21Ͳ477 1,126 417 METCALFBRIAN 866 112Ͳ21Ͳ325 858 612 ESCHJON/KATHLEEN 1,558 112Ͳ42Ͳ072 1,463
26 JOHNEGARRETSONLIVINGTRUST/GARRETSONJOHNE 10,500 111Ͳ42Ͳ018 ParkingLot 221 44MONROEAPARTMENTSLLC 1,394 112Ͳ21Ͳ478 1,394 418 MACKINSARAH 751 112Ͳ21Ͳ326 751 613 REIFURTHLAWRENCE 1,580 112Ͳ42Ͳ073 1,412
27 AP355NCENTRALPROPERTYLLCC/ORAJENSHASTRI 21,675 111Ͳ45Ͳ188B 333,508 222 44MONROEAPARTMENTSLLC 1,394 112Ͳ21Ͳ479 1,394 419 BOWLESJACKA 710 112Ͳ21Ͳ327 710 614 ESCOBEDOJOSHUA 1,160 112Ͳ42Ͳ074 1,074
28 APPLENINEHOSPITALITYOWNERSHIPINC. 16,760 111Ͳ45Ͳ188A 125,871 223 44MONROEAPARTMENTSLLC 1,126 112Ͳ21Ͳ480 1,126 420 GRIFFINDARNEE 861 112Ͳ21Ͳ328 861 615 CLARKJACE 1,160 112Ͳ42Ͳ075 1,076
29 BURGEGOLDIEH&RICHARDW 7,000 111Ͳ42Ͳ025 3,508 224 44MONROEAPARTMENTSLLC 962 112Ͳ21Ͳ481 962 421 GINASANTILIVINGTRUST 960 112Ͳ21Ͳ329 953 616 ZWEIBACKJACOBE/ADAM/MARSHALLKIMBERLY 1,160 112Ͳ42Ͳ076 1,170
30 225 44MONROEAPARTMENTSLLC 1,310 112Ͳ21Ͳ482 1,310 422 NORMAJEANCLIFTONSURVIVORSTRUST 1,289 112Ͳ21Ͳ330 1,289 617 YAMASHITAFRED 1,042 112Ͳ42Ͳ077 985
31 EVRONͲSNYDERPATRICIAE 7,000 111Ͳ42Ͳ041A ParkingLot 226 44MONROEAPARTMENTSLLC 1,159 112Ͳ21Ͳ483 1,159 423 PORTERRUSSELBENTON 1,098 112Ͳ21Ͳ331 1,098 618 NZAMUKALEMA/ATOKIILEKA 1,625 112Ͳ42Ͳ078 1,426
32 SCHEELABIGAILA 984 111Ͳ42Ͳ117 984 227 44MONROEAPARTMENTSLLC 1,323 112Ͳ21Ͳ484 1,323 424 DAVISJUSTINROBERT/BETTYANNHINDERKSTR 853 112Ͳ21Ͳ332 833 619 GANUSALEXANDRU 953 112Ͳ42Ͳ079 900
33 FERGUSONANNEYVONNE 1,100 111Ͳ42Ͳ118 1,100 228 44MONROEAPARTMENTSLLC 993 112Ͳ21Ͳ485 993 425 VANCEKRISTIN 837 112Ͳ21Ͳ333 837 620 BUSCHSCOTT 1,085 112Ͳ42Ͳ080 1,020
34 MYERSJOHN 1,358 111Ͳ42Ͳ119 1,358 229 44MONROEAPARTMENTSLLC 1,126 112Ͳ21Ͳ486 1,126 426 MORALESGABRIEL 842 112Ͳ21Ͳ334 837 621 PARKERDAWNMARIE/CRAIGWARREN 1,030 112Ͳ42Ͳ081 996
35 MELISSAMCARRUTHLIVINGTRUST 1,243 111Ͳ42Ͳ120 1,243 230 44MONROEAPARTMENTSLLC 1,394 112Ͳ21Ͳ487 1,394 427 SUMARINVESTMENTSDOWNTOWNLLC 866 112Ͳ21Ͳ335 858 622 DILLARDDENNISR 1,558 112Ͳ42Ͳ082 1,463
36 DODGEMARIA 960 111Ͳ42Ͳ121 960 231 44MONROEAPARTMENTSLLC 1,394 112Ͳ21Ͳ488 1,394 428 MELTONMICHELLE 796 112Ͳ21Ͳ336 751 623 MCCARTHYKEVIN 1,580 112Ͳ42Ͳ083 1,412
37 VARELASEANCLAYTON/JORQUEZMAGDALENA 927 111Ͳ42Ͳ122 927 232 44MONROEAPARTMENTSLLC 1,126 112Ͳ21Ͳ489 1,126 429 ALLSTATEHOMESLLC 710 112Ͳ21Ͳ337 710 624 WHITTLERGEORGETTA 1,160 112Ͳ42Ͳ084 1,074
38 SCUTTITHEODOREJ 1,654 111Ͳ42Ͳ123 1,654 233 44MONROEAPARTMENTSLLC 962 112Ͳ21Ͳ490 962 430 SIMMONSEARL/JOHNSONAMY 797 112Ͳ21Ͳ338 861 625 HAPPYWEARINGSHORTSTRUST 1,160 112Ͳ42Ͳ085 1,076
39 COFSKYEMILYDIANE/DAVENPORTMARYR 1,310 111Ͳ42Ͳ124 1,310 234 44MONROEAPARTMENTSLLC 1,310 112Ͳ21Ͳ491 1,310 431 LEKRISTIE/SIMON 960 112Ͳ21Ͳ339 953 626 CATHERINEATOLBERTREVOCABLETRUST 1,142 112Ͳ42Ͳ086 1,142
40 SHERMANJEFFERY 1,334 111Ͳ42Ͳ125 1,334 235 44MONROEAPARTMENTSLLC 1,159 112Ͳ21Ͳ492 1,159 432 LEDBETTERGROUPLLC 1,289 112Ͳ21Ͳ340 1,289 627 SALESRICHARD 1,707 112Ͳ42Ͳ087 1,520
41 NORTHHOLDLLC 1,247 111Ͳ42Ͳ126 1,247 236 44MONROEAPARTMENTSLLC 1,323 112Ͳ21Ͳ493 1,323 433 HOWARDPARDI 1,098 112Ͳ21Ͳ341 1,098 628 GARLANDJEFFREYA 1,625 112Ͳ42Ͳ088 1,426
42 MARASCOMICHELLEANN 1,492 111Ͳ42Ͳ127 1,492 237 44MONROEAPARTMENTSLLC 993 112Ͳ21Ͳ494 993 434 RESSEGUIEWILLIAMT 833 112Ͳ21Ͳ342 833 629 COOPERSCOTT 953 112Ͳ42Ͳ089 900
43 CORENSKIMBERLYJ/PAULF 1,222 111Ͳ42Ͳ128 1,338 238 44MONROEAPARTMENTSLLC 1,126 112Ͳ21Ͳ495 1,126 435 WATSONJAN/DALEKANE 837 112Ͳ21Ͳ343 837 630 ANTILLONVICTORD 1,085 112Ͳ42Ͳ090 1,020
44 HAMMERSMITHTRUST 1,239 111Ͳ42Ͳ129 1,239 239 44MONROEAPARTMENTSLLC 1,394 112Ͳ21Ͳ496 1,394 436 BELLBRENDANMICHAEL/MICHAELS/MELANIER 842 112Ͳ21Ͳ344 837 631 LUIJERRY/SHARON 1,030 112Ͳ42Ͳ091 996
45 KILBEREMILY 1,291 111Ͳ42Ͳ130 1,291 240 44MONROEAPARTMENTSLLC 1,394 112Ͳ21Ͳ497 1,394 437 VILLACOLBY 866 112Ͳ21Ͳ345 858 632 CARANDANGROMEO/SHUANGYING 1,558 112Ͳ42Ͳ092 1,463
46 PETERSONANDREW 1,094 111Ͳ42Ͳ131 1,094 241 44MONROEAPARTMENTSLLC 1,126 112Ͳ21Ͳ498 1,126 438 ORPHEUMGROUPLLC 796 112Ͳ21Ͳ346 751 633 KYBARTASEDMUNDR/MARLYS 1,580 112Ͳ42Ͳ093 1,412
47 ESTENSONFAMILYTRUST 1,803 111Ͳ42Ͳ132 1,803 242 44MONROEAPARTMENTSLLC 962 112Ͳ21Ͳ499 962 439 KURNETAJASON 710 112Ͳ21Ͳ347 710 634 SCHULTZSTEVENROBERT/ANNETTECHANG 1,160 112Ͳ42Ͳ094 1,074
48 RK1MANAGEMENTLLC 1,370 111Ͳ42Ͳ133 1,370 243 44MONROEAPARTMENTSLLC 1,119 112Ͳ21Ͳ592 1,119 440 WESTERMANROBERT 797 112Ͳ21Ͳ348 861 635 EPPERSONSARAHE 1,160 112Ͳ42Ͳ095 1,076
49 ADELMANJENNIFERKAYE/GUTIERREZRICKJOSEPH 1,310 111Ͳ42Ͳ134 1,310 244 44MONROEAPARTMENTSLLC 1,880 112Ͳ21Ͳ593 1,880 441 ORPHEUM807LLC 960 112Ͳ21Ͳ349 960 636 GORMANSTEPHENG/TRACEYANN 1,142 112Ͳ42Ͳ096 1,142
50 3332NDAVELLC 7,000 111Ͳ42Ͳ082 ParkingLot 245 44MONROEAPARTMENTSLLC 1,873 112Ͳ21Ͳ594 1,873 442 MARYMCDONOUGHLIVINGTRUST 1,289 112Ͳ21Ͳ350 1,174 637 MARTINCHRISTOPHER 1,707 112Ͳ42Ͳ097 1,520
51 3332NDAVELLC 7,000 111Ͳ42Ͳ080 ParkingLot 246 44MONROEAPARTMENTSLLC 2,119 112Ͳ21Ͳ595 2,119 443 MARYMCDONOUGHLIVINGTRUST 1,162 112Ͳ21Ͳ351 1,098 638 BYASBEVERLYH 1,625 112Ͳ42Ͳ098 1,426
52 3332NDAVELLC 7,000 111Ͳ42Ͳ078 ParkingLot 247 44MONROEAPARTMENTSLLC 1,394 112Ͳ21Ͳ596 1,394 444 GEIGERJULIAN 853 112Ͳ21Ͳ352 833 639 KIDDTOBY 953 112Ͳ42Ͳ099 900
53 3332NDAVELLC 7,000 111Ͳ42Ͳ076 ParkingLot 248 44MONROEAPARTMENTSLLC 1,394 112Ͳ21Ͳ597 1,394 445 DMANIGROUPLLC 793 112Ͳ21Ͳ353 837 640 C2ACQUISITIONS 1,085 112Ͳ42Ͳ100 1,020
54 3332NDAVELLC 7,000 111Ͳ42Ͳ074 ParkingLot 249 44MONROEAPARTMENTSLLC 1,126 112Ͳ21Ͳ598 1,126 446 CUTTERBRUCE/KERRIE 842 112Ͳ21Ͳ354 837 641 HIROTACHRISTOPH/HIGAMIAI 1,030 112Ͳ42Ͳ101 996
55 3332NDAVELLC 7,000 111Ͳ42Ͳ073 ParkingLot 250 44MONROEAPARTMENTSLLC 962 112Ͳ21Ͳ599 962 447 SMITHJAMES 866 112Ͳ21Ͳ355 858 642 GUTIERREZALEXSR/GAILA 1,558 112Ͳ42Ͳ102 1,463
56 3332NDAVELLC 7,000 111Ͳ42Ͳ065 ParkingLot 251 44MONROEAPARTMENTSLLC 1,880 112Ͳ21Ͳ508 1,880 448 ARMENTABENNIE/MARLA 796 112Ͳ21Ͳ356 751 643 HINDMONSANDRA/WILLIAME 1,580 112Ͳ42Ͳ103 1,412
57 3332NDAVELLC 7,000 111Ͳ42Ͳ066 ParkingLot 252 44MONROEAPARTMENTSLLC 1,873 112Ͳ21Ͳ509 1,873 449 CHAVEZRENE/MARIAG 710 112Ͳ21Ͳ357 710 644 MANZOEFRAIN 1,160 112Ͳ42Ͳ104 1,074
58 3332NDAVELLC 845 111Ͳ42Ͳ067 ParkingLot 253 44MONROEAPARTMENTSLLC 993 112Ͳ21Ͳ510 993 450 JOVELLANOSROEL 797 112Ͳ21Ͳ358 861 645 LESTERCHAD 1,160 112Ͳ42Ͳ105 1,076
59 3332NDAVELLC 6,155 111Ͳ42Ͳ068 ParkingLot 254 44MONROEAPARTMENTSLLC 1,126 112Ͳ21Ͳ511 1,126 451 SHEDDSCOTT 960 112Ͳ21Ͳ359 953 646 SANCHEZLEONARDO 1,142 112Ͳ42Ͳ106 1,149
60 3332NDAVELLC 7,000 111Ͳ42Ͳ069 ParkingLot 255 44MONROEAPARTMENTSLLC 1,394 112Ͳ21Ͳ512 1,394 452 SUAREZJMICHAELTR 1,289 112Ͳ21Ͳ360 1,174 647 DANAROBERTHICKSLIVINGTRUST 1,707 112Ͳ42Ͳ107 1,520
61 3332NDAVELLC 7,000 111Ͳ42Ͳ071 ParkingLot 256 44MONROEAPARTMENTSLLC 1,394 112Ͳ21Ͳ513 1,394 453 CASCIAROSANDOVALFAMILYLIVING 1,162 112Ͳ21Ͳ361 1,098 648 WALSHFAMILYTRUST 1,625 112Ͳ42Ͳ108 1,426
62 3332NDAVELLC 6,300 111Ͳ42Ͳ091 ParkingLot 257 44MONROEAPARTMENTSLLC 1,126 112Ͳ21Ͳ514 1,126 454 BOUCHEESHEREE 853 112Ͳ21Ͳ362 833 649 GOSIEWSKIMARKJ 953 112Ͳ42Ͳ109 900
63 PHOENIXͲWellsFargoBuilding 52,990 111Ͳ42Ͳ106B 253,464 258 44MONROEAPARTMENTSLLC 962 112Ͳ21Ͳ515 962 455 HLKMANAGEMENTLLC 794 112Ͳ21Ͳ363 837 650 LENHANTHANH/HARUTAͲLEAKEMI 1,085 112Ͳ42Ͳ110 1,020
64 ASUDowntownResidenceHall 9,499 111Ͳ42Ͳ087A 1,116 259 44MONROEAPARTMENTSLLC 1,880 112Ͳ21Ͳ540 1,880 456 RYBACKMICHAELG 843 112Ͳ21Ͳ364 837 651 MARYKAYENELLESLIVINGTRUST 1,030 112Ͳ42Ͳ111 996
65 ASUDowntownResidenceHall 7,000 111Ͳ42Ͳ085 3510 260 44MONROEAPARTMENTSLLC 1,880 112Ͳ21Ͳ541 1,880 457 OBOYLEROBERTMARC 866 112Ͳ21Ͳ365 858 652 WIELAGECHARLOTTERICE/JEFFREYDAVID 1,558 112Ͳ42Ͳ112 1,463
66 ASUDowntownResidenceHall 7,000 111Ͳ42Ͳ083 2853 261 44MONROEAPARTMENTSLLC 993 112Ͳ21Ͳ542 993 458 ALEX&COMPANYLLC 796 112Ͳ21Ͳ366 751 653 FOLKERTHCHERYLD/JACKD 1,580 112Ͳ42Ͳ113 1,412
67 ASUDowntownResidenceHall 6,971 111Ͳ42Ͳ081A VacantLot 262 44MONROEAPARTMENTSLLC 1,126 112Ͳ21Ͳ543 1,126 459 BONFELDJESSEMARK/LEBOWMARGOTHAHN 710 112Ͳ21Ͳ367 710 654 HARRISTREMAYNE 1,160 112Ͳ42Ͳ114 1,074
68 ARIZONABOARDOFREGENTS 6,906 111Ͳ42Ͳ079A ParkingLot 263 44MONROEAPARTMENTSLLC 1,441 112Ͳ21Ͳ544 1,394 460 MERTENSSCOTTE 861 112Ͳ21Ͳ368 861 655 CAMPOSͲBAUTISTABLANCAFABIOLA 1,160 112Ͳ42Ͳ115 1,076
69 ARIZONABOARDOFREGENTS 6,921 111Ͳ42Ͳ077A ParkingLot 264 44MONROEAPARTMENTSLLC 1,440 112Ͳ21Ͳ545 1,394 461 WALSHMATTHEWR 960 112Ͳ21Ͳ369 960 656 MANNGEOFFREYL 1,142 112Ͳ42Ͳ116 1,149
70 ASULOTNORTHOFYMCAͲABOR 6,996 111Ͳ42Ͳ075A 2,591 265 44MONROEAPARTMENTSLLC 1,126 112Ͳ21Ͳ546 1,126 462 SANMARCO77LLC 1,289 112Ͳ21Ͳ370 1,174 657 KELLYMICHAEL 1,707 112Ͳ42Ͳ117 1,520
71 YMCAOFPHOENIX 21,275 111Ͳ42Ͳ064C 110,962 266 44MONROEAPARTMENTSLLC 962 112Ͳ21Ͳ547 962 463 VANRIPERMARDIMARIE 1,162 112Ͳ21Ͳ371 1,098 658 MCCOMASSCOTA/COMBSDENNISE 1,625 112Ͳ42Ͳ118 1,426
71A ASUSTUDENTRECCENTER 20,325 111Ͳ42Ͳ138 78,806 267 44MONROEAPARTMENTSLLC 1,880 112Ͳ21Ͳ548 1,880 464 SIGALAERICKALBERTO 737 112Ͳ21Ͳ372 833 659 MCKAYGREGORYB 953 112Ͳ42Ͳ119 900
72 ASUFORMERBAILBONDSBUILDING 7,000 111Ͳ42Ͳ064B VacantLot 268 44MONROEAPARTMENTSLLC 1,873 112Ͳ21Ͳ549 1,873 465 HANSWMATHIESENTRUST 2,559 112Ͳ21Ͳ373 2,668 660 SCOTTKEVIN/LISA 1,085 112Ͳ42Ͳ120 1,020
73 YMCAOFPHOENIX 7,000 111Ͳ42Ͳ072 110,962 269 44MONROEAPARTMENTSLLC 993 112Ͳ21Ͳ550 993 466 TASBLLC 3,691 112Ͳ21Ͳ374 3,691 661 WOOGLENN/GALE 1,030 112Ͳ42Ͳ121 996
74 YMCAOFPHOENIX 7,000 111Ͳ42Ͳ070 SeeID#73 270 44MONROEAPARTMENTSLLC 1,126 112Ͳ21Ͳ551 1,126 467 HANAGROUPLLC 1,487 112Ͳ21Ͳ583 9,445 662 SUMMIT1205LLC 1,558 112Ͳ42Ͳ122 1,463
75 271 44MONROEAPARTMENTSLLC 1,441 112Ͳ21Ͳ552 1,394 468 JYCRESTAURANTGROUPLLC 1,568 112Ͳ21Ͳ584 9,445 663 MARKTIMOTHYNELSONREVOCABLELIVINGTRUST 1,580 112Ͳ42Ͳ123 1,412
76 272 44MONROEAPARTMENTSLLC 1,440 112Ͳ21Ͳ553 1,394 469 114WADAMSC103LLC 3,268 112Ͳ21Ͳ585 9,445 664 NATHNEERAJ/ARCHNA 1,160 112Ͳ42Ͳ124 1,074
77 273 44MONROEAPARTMENTSLLC 1,126 112Ͳ21Ͳ554 1,126 470 HEMPIMARNMANLLC 1,706 112Ͳ21Ͳ586 9,445 665 DIEWALDMICHAEL 1,160 112Ͳ42Ͳ125 1,076
78 JOHNEGARRETSONLIVINGTRUST/GARRETSONJOHNE 14,000 111Ͳ42Ͳ103A ParkingLot 274 44MONROEAPARTMENTSLLC 962 112Ͳ21Ͳ555 962 471 DAISYADAMSLLCͲC105 1,416 112Ͳ21Ͳ587 9,445 666 MCGINNISSHANEMICHAEL 1,142 112Ͳ42Ͳ126 1,149
79 PHOENIXͲCompassBank/TRANSITBLDG 7,000 111Ͳ42Ͳ099 ParkingLot 275 44MONROEAPARTMENTSLLC 1,880 112Ͳ21Ͳ556 1,880 472 MILSAPANDREWNELSON/FOSTERGRACEELIZABETHANN 138 112Ͳ21Ͳ588 138 667 ALBRIGHTFAMILYTRUST 1,707 112Ͳ42Ͳ127 1,520
80 PHOENIXͲCompassBank/TRANSITBLDG 7,000 111Ͳ42Ͳ097 SeeID#81 276 44MONROEAPARTMENTSLLC 1,873 112Ͳ21Ͳ557 1,873 473 C107AMDC108LLC 561 112Ͳ21Ͳ589 1,169 668 CASCIAKRISTINATRUST 1,625 112Ͳ42Ͳ128 1,426
81 PHOENIXͲCompassBank/TRANSITBLDG 18,018 111Ͳ42Ͳ094 232,670 277 44MONROEAPARTMENTSLLC 993 112Ͳ21Ͳ558 993 474 C107AMDC108LLC 184 112Ͳ21Ͳ590 1,169 669 GREGORYMANDDONNAPHULBERTFAMILYTRUST 953 112Ͳ42Ͳ129 900
82 ASUͲU.S.PostOffice/ASUSTUDENTUNION 78,300 111Ͳ42Ͳ061 54,265 278 44MONROEAPARTMENTSLLC 1,126 112Ͳ21Ͳ559 1,126 475 C109LLC 424 112Ͳ21Ͳ591 1,169 670 POLLAKKEVIN 1,085 112Ͳ42Ͳ130 1,020
83 PHOENIXͲPARKSCIVICSPACE 130,445 111Ͳ42Ͳ137 28,575 279 44MONROEAPARTMENTSLLC 1,441 112Ͳ21Ͳ560 1,394 475A 101NORTHFIRSTAVELLC 45,319 112Ͳ21Ͳ375 591,390 671 CHOUMICHAEL/YUENVIVIAN 1,030 112Ͳ42Ͳ131 996
84 MEANSLTDLLP 7,270 111Ͳ42Ͳ062 8,531 280 44MONROEAPARTMENTSLLC 1,440 112Ͳ21Ͳ561 1,394 476 672 FARRAGEMICHAELJ&CYNTHIAK 1,558 112Ͳ42Ͳ132 1,463
85 ELECTRICREDVENTURESLLC 111,688 111Ͳ42Ͳ114A Construction 281 44MONROEAPARTMENTSLLC 1,126 112Ͳ21Ͳ562 1,126 477 1WESTMONROELLC 8,594 112Ͳ21Ͳ059 20,606 673 HAROLDECAMPBELLIIIANDJEANETTELEECAMPBELLLIVINGTRUST 1,580 112Ͳ42Ͳ133 1,412
86 ASUJOURNALISM/UCENTSUPERBLOCK 202,772 111Ͳ45Ͳ183 645,508 282 44MONROEAPARTMENTSLLC 962 112Ͳ21Ͳ563 962 478 130NCENTRALLLC 6,875 112Ͳ21Ͳ057 31,373 674 MOONBLOSSOMINVESTMENTSFAMILYLIMITEDPARTNERSHIP 1,160 112Ͳ42Ͳ134 1,074
87 283 44MONROEAPARTMENTSLLC 1,879 112Ͳ21Ͳ564 1,879 479 130NCENTRALLLC 1,719 112Ͳ21Ͳ063 SeeID#478 675 BENHARBONJULIANA 1,160 112Ͳ42Ͳ135 1,076
88 ARCPOFCPHOENIX(CENTRAL)AZLLC 48,832 111Ͳ45Ͳ189 782,912 284 44MONROEAPARTMENTSLLC 1,872 112Ͳ21Ͳ565 1,872 480 112NCENTRALNOVELCOWORKINGLLC 10,425 112Ͳ21Ͳ058 82,246 676 BORSAJOSHUAA/JOHNJ/ANNEM 1,142 112Ͳ42Ͳ136 1,149
89 ValleyYouthTheaterBuilding 7,000 111Ͳ45Ͳ066 6,930 285 44MONROEAPARTMENTSLLC 2,121 112Ͳ21Ͳ566 2,121 481 108Ͳ110NORTHCENTRALPROPERTIESLLC 5,200 112Ͳ21Ͳ061 3,772 677 EDSONMICHAEL/MICHELLE 1,707 112Ͳ42Ͳ137 1,520
90 VYTͲVACANT 7,000 111Ͳ45Ͳ065 3,500 286 44MONROEAPARTMENTSLLC 1,440 112Ͳ21Ͳ567 1,394 482 RASKINRANDALLE/JENNARTR 5,000 112Ͳ21Ͳ060 11,284 678 CHRISTOPHERPANDANNMSLATE2006TRUST/SLATEJESSICA 1,625 112Ͳ42Ͳ138 1,426
91 VYTͲVACANT 3,494 111Ͳ45Ͳ064A VacantLot 287 44MONROEAPARTMENTSLLC 1,441 112Ͳ21Ͳ568 1,394 483 CSMPHOENIXDOWNTOWNLLC 20,604 112Ͳ28Ͳ133 155,072 679 TUCKERLINDSAYA 953 112Ͳ42Ͳ139 900
92 TAYLORPLACE 52,352 111Ͳ45Ͳ186 359,395 288 44MONROEAPARTMENTSLLC 2,079 112Ͳ21Ͳ569 2,079 484 CSMPHOENIXDOWNTOWNLLC 6,875 112Ͳ28Ͳ039 Alley 680 DWYERTEDL/THERESA 1,085 112Ͳ42Ͳ140 1,020
93 VYTͲCITYPARKINGLOT 10,500 111Ͳ45Ͳ067 ParkingLot 289 44MONROEAPARTMENTSLLC 1,880 112Ͳ21Ͳ570 1,880 485 PHOENIXHOTELVENTURESLLC 6,875 112Ͳ28Ͳ037 44,621 681 PALUZZIJAMES/JONESERIC 1,030 112Ͳ42Ͳ141 996
94 VYTͲVACANT 3,500 111Ͳ45Ͳ068 VacantLot 290 44MONROEAPARTMENTSLLC 1,872 112Ͳ21Ͳ571 1,872 486 PHOENIXHOTELVENTURESLLC 6,875 112Ͳ28Ͳ035 SeeID#485 682 ALDERKNOTTHOLDINGSLLC 1,558 112Ͳ42Ͳ142 1,463
94A VYTͲVACANT 3,498 111Ͳ45Ͳ069A VacantLot 291 44MONROEAPARTMENTSLLC 2,121 112Ͳ21Ͳ572 2,121 487 PHOENIXHOTELVENTURESLLC 6,886 112Ͳ28Ͳ038 SeeID#489 683 SHUGRUETIMOTHYL/JACQUELINEL 1,580 112Ͳ42Ͳ143 1,412
95 SLRBLOCK23RESIDENTIALOWNERLLC 21,516 112Ͳ28Ͳ135 607,790 292 44MONROEAPARTMENTSLLC 1,440 112Ͳ21Ͳ573 1,394 488 PHOENIXHOTELVENTURESLLC 6,886 112Ͳ28Ͳ040 SeeID#489 684 WESDELLMICHAELC 1,160 112Ͳ42Ͳ144 1,074
96 BLOCK23COMMERCIALLLC 1 112Ͳ28Ͳ137 Airspace 293 44MONROEAPARTMENTSLLC 1,441 112Ͳ21Ͳ574 1,394 489 PHOENIXHOTELVENTURESLLC 20,618 112Ͳ28Ͳ042 609,885 685 BUGHPAULNICHOLAS 1,160 112Ͳ42Ͳ145 1,076
97 BLOCK23COMMERCIALLLC 48,299 112Ͳ28Ͳ134 551,243 294 44MONROEAPARTMENTSLLC 2,079 112Ͳ21Ͳ575 2,079 490 PHOENIXLANDLEASELLC 6,886 112Ͳ28Ͳ036 SeeID#489 686 TEARPAKBONNIE 1,142 112Ͳ42Ͳ146 1,149
98 BLOCK23COMMERCIALLLC 46,145 112Ͳ28Ͳ136 395,317 295 44MONROEAPARTMENTSLLC 4,406 112Ͳ21Ͳ576 4,406 491 HEPHOENIXLLC 90,102 112Ͳ28Ͳ044A 631,780 687 TORRESGARCIA 1,707 112Ͳ42Ͳ147 1,520
99 DIGITALPHOENIXVANBURENLLC 88,487 111Ͳ45Ͳ077B 376,438 296 44MONROEAPARTMENTSLLC 2,778 112Ͳ21Ͳ577 2,778 492 PHOENIXͲCONVENTIONCENTER 718,682 112Ͳ29Ͳ094 1,636,027 688 BURNLEYHERBERTL/LEEͲBURNLEYJANIE 1,625 112Ͳ42Ͳ148 1,426
100 ASUNURSINGBLOCK 86,634 111Ͳ45Ͳ182 258,732 297 44MONROEAPARTMENTSLLC 2,778 112Ͳ21Ͳ578 2,778 493 PHOENIXͲHERITAGE&SCIENCEPARK(GARAGE) 417,828 112Ͳ29Ͳ090 440,020 689 ENCHINTONJONATHAN 953 112Ͳ42Ͳ149 900
101 VWPEVB200GARAGELLC 42,759 111Ͳ45Ͳ087E 260,278 298 44MONROEAPARTMENTSLLC 4,268 112Ͳ21Ͳ579 4,268 494 PHOENIXͲHERITAGE&SCIENCEPARK(HISTORYMUSEUM) 417,828 112Ͳ29Ͳ090 440,020 690 DERUEDANATHANIELPATRICK/PATRICKJ/KELLYͲDERUEDAKATERINA 1,085 112Ͳ42Ͳ150 1,085
ARTBURGERCOMPLEXSHERATONPHOENIX
44MONROEAPARTMENTSLLC
102 DOWNTOWNHOTEL 123,348 111Ͳ45Ͳ175 981,015 299 2,723 112Ͳ21Ͳ580 2,723 495 PHOENIXͲHERITAGE&SCIENCEPARK(SCIENCEMUSEUM) 417,828 112Ͳ29Ͳ090 440,020 691 MULVIHILLBRIANJ/GIOIACHRISTINEA 1,030 112Ͳ42Ͳ151 996
103 VWPEVB200OFFICELLC 33,678 111Ͳ45Ͳ080A 250,000 300 44MONROEAPARTMENTSLLC 2,723 112Ͳ21Ͳ581 2,723 496 PHOENIXͲHERITAGE&SCIENCEPARK(SQUARE) 417,828 112Ͳ29Ͳ090 440,020 692 KELLYDANDSHANNONEMILLER1998TRUST 1,558 112Ͳ42Ͳ152 1,463
104 AGPARIZONACENTEROWNERLLC 118,265 111Ͳ46Ͳ146 87,040 301 44MONROEAPARTMENTSLLC 1,880 112Ͳ21Ͳ600 1,880 497 PHOENIXͲNewCityHall 67,500 112Ͳ21Ͳ087 622,637 693 BRADEDENNISONREVOCABLETRUST 1,580 112Ͳ42Ͳ153 1,412
105 AGPARIZONACENTEROWNERLLC 198,690 111Ͳ46Ͳ148 230,467 302 44MONROEAPARTMENTSLLC 1,873 112Ͳ21Ͳ601 1,873 497 PHOENIXͲOrpheumTheatre 22,500 112Ͳ21Ͳ087 622,637 694 LJPHOENICIANPROPERTIESLLC 1,160 112Ͳ42Ͳ154 1,074
106 AGPARIZONACENTEROWNERLLC 63,815 111Ͳ46Ͳ138 412,981 303 44MONROEAPARTMENTSLLC 2,119 112Ͳ21Ͳ602 2,119 498 PHOENIXͲWellsFargoBuilding 36,376 112Ͳ21Ͳ014E 253,640 695 FINCHCLARKL/CAROLJ 1,160 112Ͳ42Ͳ155 1,076
107 NADGPALMCOURTTOWERLP 39,971 111Ͳ46Ͳ141 Construction 304 44MONROEAPARTMENTSLLC 1,394 112Ͳ21Ͳ603 1,394 499 PHOENIXͲWellsFargoBuilding 51,781 112Ͳ21Ͳ014D 525,816 696 STRUTHERSJOHN/CLAIRE 1,142 112Ͳ42Ͳ156 1,142
108 AGPARIZONACENTEROWNERLLC 56,095 111Ͳ46Ͳ143 CommonArea 305 44MONROEAPARTMENTSLLC 1,394 112Ͳ21Ͳ604 1,394 500 TWORENAISSANCELLC 2,500 112Ͳ21Ͳ001 727,849 697 GARTENBERGART 1,707 112Ͳ42Ͳ157 1,520
109 PCPITWOARIZONALLC 46,125 111Ͳ46Ͳ132 632,852 306 44MONROEAPARTMENTSLLC 1,126 112Ͳ21Ͳ605 1,126 501 TWORENAISSANCELLC 4,620 112Ͳ21Ͳ002 CommonArea 698 COLLOPYROBERT/JAMES 1,625 112Ͳ42Ͳ158 1,426
110 ALDKPHOENIXLLC 49,190 111Ͳ46Ͳ139 124,539 307 44MONROEAPARTMENTSLLC 962 112Ͳ21Ͳ606 962 502 TWORENAISSANCELLC 3,500 112Ͳ21Ͳ003 CommonArea 699 UNIVERSITYINVESTMENTHOLDINGSLLC 953 112Ͳ42Ͳ159 900
111 NPGPHX1AZCLLC 72,100 111Ͳ46Ͳ133 2,591 308 44MONROEAPARTMENTSLLC 1,880 112Ͳ21Ͳ607 1,880 503 TWORENAISSANCELLC 6,575 112Ͳ21Ͳ004 CommonArea 700 STILESALYSSA 1,085 112Ͳ42Ͳ160 1,020
112 CFD2OZLLC 39,428 111Ͳ46Ͳ147 ParkingLot 309 44MONROEAPARTMENTSLLC 1,873 112Ͳ21Ͳ608 1,873 504 TWORENAISSANCELLC 4,830 112Ͳ21Ͳ007 CommonArea 701 DRANIKOVALEN 1,030 112Ͳ42Ͳ161 996
113 ABC1ͲABORͲASUͲUofA 38,230 111Ͳ46Ͳ151A 89,725 310 44MONROEAPARTMENTSLLC 2,119 112Ͳ21Ͳ609 2,119 505 TWORENAISSANCELLC 11,625 112Ͳ21Ͳ008 SeeID#500 702 SHAPIROJARED 1,558 112Ͳ42Ͳ162 1,463
114 XSCPHOENIXINVESTMENTLLC 54,357 112Ͳ21Ͳ974a 643,503 311 44MONROEAPARTMENTSLLC 1,394 112Ͳ21Ͳ610 1,394 506 TWORENAISSANCELLC 4,500 112Ͳ21Ͳ009 SeeID#500 703 COPPERSQUARE1606LLC 1,580 112Ͳ42Ͳ163 1,412
115 XSCPHOENIXINVESTMENTLLC 35,891 112Ͳ21Ͳ974b Construction 312 44MONROEAPARTMENTSLLC 1,394 112Ͳ21Ͳ611 1,394 507 TWORENAISSANCELLC 4,500 112Ͳ21Ͳ012 SeeID#500 704 MARZDAVIDMICHAEL/CHARLOTTEROSE 1,160 112Ͳ42Ͳ164 1,074
116 313 44MONROEAPARTMENTSLLC 2,088 112Ͳ21Ͳ612 2,088 508 ONERENAISSANCELLC 41,540 112Ͳ21Ͳ086 569,101 705 SEWELLEDWINJ/CAROLJ 1,160 112Ͳ42Ͳ165 1,076
117 314 44MONROEAPARTMENTSLLC 1,880 112Ͳ21Ͳ613 1,880 509 PHOENIXͲCENTRAL&ADAMSSURFACELOT 26,193 112Ͳ28Ͳ131 ParkingLot 706 TERIJONESWAGNONREVOCABLETRUST 1,142 112Ͳ42Ͳ166 1,149
118 FEDͲFederalBuilding 89,516 112Ͳ21Ͳ079A 10,000 315 44MONROEAPARTMENTSLLC 1,873 112Ͳ21Ͳ614 1,873 510 424NORTHCENTRALAVELLC 7,001 112Ͳ28Ͳ130 24,871 707 PONDLIVINGTRUST 1,707 112Ͳ42Ͳ167 1,520
119 101NORTHFIRSTAVELLC 22,212 112Ͳ21Ͳ089A ParkingLot 316 44MONROEAPARTMENTSLLC 2,119 112Ͳ21Ͳ615 2,119 511 AGPONENORTHCENTRALOWNERLLC 56,971 112Ͳ28Ͳ132 833,326 708 FARAHMANDROGER 1,625 112Ͳ42Ͳ168 1,426
120 44MONROEAPARTMENTSLLC 1,376 112Ͳ21Ͳ376 1,376 317 44MONROEAPARTMENTSLLC 1,394 112Ͳ21Ͳ616 1,394 512 PHOENIXͲHyattGarage 20,625 112Ͳ28Ͳ071 101,251 709 MULVIHILLJOSEPH 953 112Ͳ42Ͳ169 900
121 44MONROEAPARTMENTSLLC 541 112Ͳ21Ͳ377 541 318 44MONROEAPARTMENTSLLC 1,394 112Ͳ21Ͳ617 1,394 513 PHOENIXͲHyattGarage 20,625 112Ͳ28Ͳ066 101,251 710 SIDLOWJAIMIEI 1,085 112Ͳ42Ͳ170 1,020
122 44MONROEAPARTMENTSLLC 726 112Ͳ21Ͳ378 726 319 44MONROEAPARTMENTSLLC 2,088 112Ͳ21Ͳ618 2,088 514 THREEEONENORTHFIRSTINVESTMENTCOLL 8,941 112Ͳ28Ͳ067 SeeID#516 711 LAMBEAUMICHELLE 1,030 112Ͳ42Ͳ171 996
123 44MONROEAPARTMENTSLLC 1,326 112Ͳ21Ͳ380 1,308 320 44MONROEMARKETINGLLC 14,946 112Ͳ21Ͳ582A CommonArea 515 THREEEONENORTHFIRSTINVESTMENTCOLL 4,817 112Ͳ28Ͳ072 SeeID#516 712 ONͲCALLSOLUTIONSLLC 1,558 112Ͳ42Ͳ172 1,463
124 44MONROEAPARTMENTSLLC 1,159 112Ͳ21Ͳ381 1,159 321 MARICOPACOUNTY 27,105 112Ͳ21Ͳ072C 272,909 516 THREEEONENORTHFIRSTINVESTMENTCOLL 3,440 112Ͳ28Ͳ073 140,714 713 WOODRUFFJAYSONREACE/CHRISTINADARYL 1,580 112Ͳ42Ͳ173 1,412
125 44MONROEAPARTMENTSLLC 1,344 112Ͳ21Ͳ382 1,322 322 RBPHOENIXLLC 13,351 112Ͳ21Ͳ070 78,059 517 LIEBHABERFAMILYPARTNERSHIP 3,440 112Ͳ28Ͳ068 SeeID#516 714 EASLEYJAMESKAIMANA 1,160 112Ͳ42Ͳ174 1,074
126 44MONROEAPARTMENTSLLC 1,308 112Ͳ21Ͳ383 1,308 323 VIOLALORDSMEERLP 87,750 112Ͳ28Ͳ031B 792,578 518 LIEBHABERFAMILYPARTNERSHIP 3,440 112Ͳ28Ͳ069 20,775 715 LORDEUSMAKENSLEY 1,160 112Ͳ42Ͳ175 1,076
127 44MONROEAPARTMENTSLLC 1,159 112Ͳ21Ͳ384 1,159 324 PHOENIXͲ201NORTHCENTRALAVENUEPROPERTYLLC 2,828 112Ͳ28Ͳ089 2,828 519 LIEBHABERFAMILYPARTNERSHIP 3,440 112Ͳ28Ͳ070 2,604 716 ROCHETAM 1,142 112Ͳ42Ͳ176 1,142
128 44MONROEAPARTMENTSLLC 1,322 112Ͳ21Ͳ385 1,322 325 PHOENIXͲ201NORTHCENTRALAVENUEPROPERTYLLC 2,828 112Ͳ28Ͳ090 2,828 520 132PALALLC 3,383 112Ͳ28Ͳ074 9,249 717 DEMBECKTERRY/THOMAS 1,707 112Ͳ42Ͳ177 1,520
129 44MONROEAPARTMENTSLLC 994 112Ͳ21Ͳ386 994 326 PHOENIXͲ201NORTHCENTRALAVENUEPROPERTYLLC 2,828 112Ͳ28Ͳ091 2,828 521 CHAVESTORSLLC 3,517 112Ͳ28Ͳ075 4,138 718 MARKHFRAMPTONLIVINGTRUST 1,625 112Ͳ42Ͳ178 1,426
130 44MONROEAPARTMENTSLLC 1,117 112Ͳ21Ͳ387 1,126 327 PHOENIXͲ201NORTHCENTRALAVENUEPROPERTYLLC 2,828 112Ͳ28Ͳ092 2,828 522 PETERGUSGLLC/SAHNASCHARLEST/KATHERINEETAL 6,884 112Ͳ28Ͳ076 14,989 719 BRAINARDCALEB/VOLRICHMICHELLE 953 112Ͳ42Ͳ179 900
131 44MONROEAPARTMENTSLLC 743 112Ͳ21Ͳ388 743 328 PHOENIXͲ201NORTHCENTRALAVENUEPROPERTYLLC 2,828 112Ͳ28Ͳ093 2,828 523 PHOENIXͲC.GoodeBldg. 149,803 112Ͳ22Ͳ074A 225,650 720 MANDTKATHYMICHELLE/CHADEDWARD 1,085 112Ͳ42Ͳ180 1,020
132 44MONROEAPARTMENTSLLC 743 112Ͳ21Ͳ389 743 329 PHOENIXͲ201NORTHCENTRALAVENUEPROPERTYLLC 2,828 112Ͳ28Ͳ094 2,828 524 MARICOPACOUNTYͲOldCourthouse 56,336 112Ͳ22Ͳ075A 91,061 721 RINALDIMICHAEL 1,070 112Ͳ42Ͳ181 996
133 44MONROEAPARTMENTSLLC 1,115 112Ͳ21Ͳ390 1,126 330 PHOENIXͲ201NORTHCENTRALAVENUEPROPERTYLLC 2,828 112Ͳ28Ͳ095 2,828 525 722 BTMSREVOCABLETRUST 1,589 112Ͳ42Ͳ182 1,412
134 44MONROEAPARTMENTSLLC 965 112Ͳ21Ͳ391 965 331 PHOENIXͲ201NORTHCENTRALAVENUEPROPERTYLLC 2,828 112Ͳ28Ͳ096 2,828 526 723 MADISONALAN&DOROTHEA 1,580 112Ͳ42Ͳ183 1,412
135 44MONROEAPARTMENTSLLC 1,310 112Ͳ21Ͳ392 1,310 332 PHOENIXͲ201NORTHCENTRALAVENUEPROPERTYLLC 2,828 112Ͳ28Ͳ097 2,828 527 724 BOREHAMAKIRA/PATRICIA 1,160 112Ͳ42Ͳ184 1,074
136 44MONROEAPARTMENTSLLC 1,159 112Ͳ21Ͳ393 1,159 333 PHOENIXͲ201NORTHCENTRALAVENUEPROPERTYLLC 2,828 112Ͳ28Ͳ098 2,828 528 LUHRSINVESTORSLLC 32,214 112Ͳ22Ͳ105b 53,222 725 LACHEMANNJAMES/ELIZABETH 1,160 112Ͳ42Ͳ185 1,076
137 44MONROEAPARTMENTSLLC 1,323 112Ͳ21Ͳ394 1,323 334 PHOENIXͲ201NORTHCENTRALAVENUEPROPERTYLLC 2,828 112Ͳ28Ͳ099 2,828 529 PEGPHXJEFFERSONSTREETLLC 13,124 112Ͳ22Ͳ105c 103,377 726 SCHMITZROBERTW 1,177 112Ͳ42Ͳ186 1,149
138 44MONROEAPARTMENTSLLC 993 112Ͳ21Ͳ395 993 335 PHOENIXͲ201NORTHCENTRALAVENUEPROPERTYLLC 2,828 112Ͳ28Ͳ100 2,828 530 727 AXELRODGREGORYS/HEIDI 1,707 112Ͳ42Ͳ187 1,520
139 44MONROEAPARTMENTSLLC 1,126 112Ͳ21Ͳ396 1,126 336 PHOENIXͲ201NORTHCENTRALAVENUEPROPERTYLLC 2,828 112Ͳ28Ͳ101 2,828 531 728 WHITEGREGORY 1,625 112Ͳ42Ͳ188 1,426
140 44MONROEAPARTMENTSLLC 1,394 112Ͳ21Ͳ397 1,394 337 PHOENIXͲ201NORTHCENTRALAVENUEPROPERTYLLC 2,828 112Ͳ28Ͳ102 2,828 532 729 LEEROBERT 953 112Ͳ42Ͳ189 900
141 44MONROEAPARTMENTSLLC 1,394 112Ͳ21Ͳ398 1,394 338 PHOENIXͲ201NORTHCENTRALAVENUEPROPERTYLLC 2,828 112Ͳ28Ͳ103 2,828 533 730 ENTRUSTNEWENGLANDLLC 1,085 112Ͳ42Ͳ190 1,020
142 44MONROEAPARTMENTSLLC 1,126 112Ͳ21Ͳ399 1,126 339 PHOENIXͲ201NORTHCENTRALAVENUEPROPERTYLLC 2,828 112Ͳ28Ͳ104 2,828 534 731 JTMTRUST 1,070 112Ͳ42Ͳ191 996
143 44MONROEAPARTMENTSLLC 962 112Ͳ21Ͳ400 962 340 PHOENIXͲ201NORTHCENTRALAVENUEPROPERTYLLC 2,828 112Ͳ28Ͳ105 2,828 535 732 LEWISTONYC 1,589 112Ͳ42Ͳ192 1,412
144 44MONROEAPARTMENTSLLC 1,310 112Ͳ21Ͳ401 1,310 341 PHOENIXͲ201NORTHCENTRALAVENUEPROPERTYLLC 2,828 112Ͳ28Ͳ106 2,828 536 733 CHEESEMANDAVID 1,580 112Ͳ42Ͳ193 1,412
145 44MONROEAPARTMENTSLLC 1,159 112Ͳ21Ͳ402 1,159 342 PHOENIXͲ201NORTHCENTRALAVENUEPROPERTYLLC 2,828 112Ͳ28Ͳ107 2,828 537 734 HASTINGSJAY/KIMBERLY 1,160 112Ͳ42Ͳ194 1,074
146 44MONROEAPARTMENTSLLC 1,323 112Ͳ21Ͳ403 1,323 343 PHOENIXͲ201NORTHCENTRALAVENUEPROPERTYLLC 2,828 112Ͳ28Ͳ108 2,828 538 PHOENIXͲCONVCTRSOUTH 403,744 112Ͳ30Ͳ123 351,268 735 DIANEKSCHWILLINGLIVINGTRUST 1,160 112Ͳ42Ͳ195 1,076
147 44MONROEAPARTMENTSLLC 993 112Ͳ21Ͳ404 993 344 PHOENIXͲ201NORTHCENTRALAVENUEPROPERTYLLC 2,828 112Ͳ28Ͳ109 2,828 539 PHOENIXͲCivicPlazaEastGar 236,661 112Ͳ30Ͳ127 1,219,400 736 EYCHANERRICH 1,177 112Ͳ42Ͳ196 1,149
148 44MONROEAPARTMENTSLLC 1,126 112Ͳ21Ͳ405 1,126 345 PHOENIXͲ201NORTHCENTRALAVENUEPROPERTYLLC 2,828 112Ͳ28Ͳ110 2,828 540 MARICOPACOUNTYͲSuperiorCourtComp. 209,552 112Ͳ22Ͳ049B 807,458 737 GOODWINDEBRA&LINDA 1,707 112Ͳ42Ͳ197 1,520
149 44MONROEAPARTMENTSLLC 1,394 112Ͳ21Ͳ406 1,394 346 PHOENIXͲ201NORTHCENTRALAVENUEPROPERTYLLC 2,828 112Ͳ28Ͳ111 2,828 541 738 DUNHAMRUSSELLTOBIN 1,812 112Ͳ42Ͳ198 1,812
150 44MONROEAPARTMENTSLLC 1,394 112Ͳ21Ͳ407 1,394 347 PHOENIXͲ201NORTHCENTRALAVENUEPROPERTYLLC 2,828 112Ͳ28Ͳ112 2,828 542 LUHRSINVESTORSLLC 29,563 112Ͳ24Ͳ216A 142,386 739 BUNGERROBERT 1,405 112Ͳ42Ͳ199 1,405
151 44MONROEAPARTMENTSLLC 1,126 112Ͳ21Ͳ408 1,126 348 PHOENIXͲ201NORTHCENTRALAVENUEPROPERTYLLC 2,828 112Ͳ28Ͳ113 2,828 542A HHLUHRSLLC 15,728 112Ͳ24Ͳ217A 240,269 740 BARTUSKASCOTT 1,418 112Ͳ42Ͳ200 1,418
152 44MONROEAPARTMENTSLLC 962 112Ͳ21Ͳ409 962 349 PHOENIXͲ201NORTHCENTRALAVENUEPROPERTYLLC 2,828 112Ͳ28Ͳ114 2,828 543 JEFFERSONPLACEPARTNERSLLC 7,500 112Ͳ27Ͳ060A 47,219 741 DONATROBERT 1,899 112Ͳ42Ͳ201 1,899
153 44MONROEAPARTMENTSLLC 1,310 112Ͳ21Ͳ410 1,310 350 PHOENIXͲ201NORTHCENTRALAVENUEPROPERTYLLC 2,828 112Ͳ28Ͳ115 2,828 544 JEFFERSONPLACEPARTNERSLLC 7,500 112Ͳ27Ͳ058A ParkingLot 742 MYLANDSTEVE 1,532 112Ͳ42Ͳ202 1,532
154 44MONROEAPARTMENTSLLC 1,159 112Ͳ21Ͳ411 1,159 351 PHOENIXͲ201NORTHCENTRALAVENUEPROPERTYLLC 2,828 112Ͳ28Ͳ116 2,828 545 JEFFERSONPLACEPARTNERSLLC 4,062 112Ͳ27Ͳ056B ParkingLot 743 OSBYEDMUNDJ/CHARLENER 1,533 112Ͳ42Ͳ203 1,533
155 44MONROEAPARTMENTSLLC 1,323 112Ͳ21Ͳ412 1,323 352 PHOENIXͲ201NORTHCENTRALAVENUEPROPERTYLLC 2,828 112Ͳ28Ͳ117 2,828 546 JEFFERSONPLACEPARTNERSLLC 11,995 112Ͳ27Ͳ055E ParkingLot 744 SABATULISSA 1,981 112Ͳ42Ͳ204 1,981
156 44MONROEAPARTMENTSLLC 993 112Ͳ21Ͳ413 993 353 PHOENIXͲ201NORTHCENTRALAVENUEPROPERTYLLC 2,828 112Ͳ28Ͳ118 2,828 547 JOHNEGARRETSONLIVINGTRUST/ETAL 12,813 112Ͳ27Ͳ052C ParkingLot 745 SCHMIDTRONALD/SUSAN 1,405 112Ͳ42Ͳ205 1,405
157 44MONROEAPARTMENTSLLC  1,126




W




Page 121



Report

Amend Ordinance Authorizing Mayo Clinic Arizona Development Agreement for
Installation for Public Infrastructure Improvements (Ordinance S-50275)

Request to authorize the City Manager, or his designee, to amend Ordinance S-48386
to extend Transaction Privilege Tax (TPT) reimbursement period in contemplated
Development Agreement with Mayo Clinic Arizona (Mayo) or its affiliates from 35 to 40
years.

Summary
At its March 2, 2022, meeting, City Council approved the terms of a Development
Agreement (DA) with Mayo for the construction of Discovery Oasis, including
reimbursement of public infrastructure approved by the City. Discovery Oasis is
planned to be a 228-acre bioscience park that will bring a significant number of high-
wage jobs and capital investment in the bioscience and health care arena. The funds
for reimbursement will come from the eligible General Fund share of the TPT created
by the project, not to exceed $40 million.

As Mayo has conducted further research and analysis of the public infrastructure
needed for development of the property immediately adjacent to its existing north
Phoenix campus, it has been determined that extensive flood mitigation infrastructure
is required to maximize development. To facilitate the installation of this flood control
infrastructure, staff proposes extending the DA reimbursement period from 35 years to
40 years to allow Mayo more time to recover the funds to be expended up-front on the
public infrastructure, which will include the flood mitigation. All other terms and
conditions of the DA will remain in place.

Contract Term
The term of the Development Agreement will increase from 35 years to 40 years after
the City’s acceptance of the public infrastructure improvements and drainage
solutions.

Financial Impact
There is no additional financial impact to the General Fund. The maximum
reimbursement from the eligible General Fund share of TPT revenue will remain at $40
million.


Page 122


Concurrence/Previous Council Action
The terms of the initial Development Agreement were approved at the March 2, 2022,

Location
Generally located on approximately 228 acres south of Loop 101; east of 56th St.;
west of 64th St., and as described in the Arizona State Land Department Auction No.
53-122049
Council District: 2

Responsible Department
This item is submitted by Deputy City Manager John Chan and the Community and
Economic Development Department.




Page 123



Report

Mayo Clinic Arizona Hospital Development Agreement Amendment (Ordinance S
-50276)

Authorization for the City Manager, or his designee, to amend the 1996 Mayo Clinic
Development Agreement (DA) with Mayo Clinic Arizona (Mayo) to allow any unused
construction sales tax credit to be applied to public infrastructure reimbursement in
accordance with the terms and conditions of the Discovery Oasis development
agreement (Discovery Oasis DA) in addition to existing authorized reimbursement for
permit/plan review fees under the 1996 Mayo DA.

Summary
The City and Mayo entered into the DA on January 3,1996, City Contract No. 72047.
The DA provided for the construction of the Mayo Hospital Campus, which continues
new phases today. Mayo is currently completing construction on a new $748 million
capital investment into the Hospital Campus. Modifications to the DA have been
approved by the City Council on five separate occasions. The original DA represents a
50-year term.

At its March 2, 2022 Formal Meeting, City Council approved the terms of a subsequent
development agreement with Mayo for the construction of Discovery Oasis. Discovery
Oasis is planned to be a 228-acre bioscience and healthcare park surrounding the
Hospital Campus. The terms of the Discovery Oasis DA provide for reimbursement of
public infrastructure that is approved by the City. The funds for reimbursement will
come from the General Fund share of the Transaction Privilege Tax (TPT) created by
the project. The amount of reimbursement to Mayo for the public infrastructure
improvements will not exceed $40 million.

As part of the 1996 DA, the City committed to constructing 64th St. from the Loop 101
freeway to Bell Road when certain conditions were met. Given the new development of
Discovery Oasis and the continued Hospital Campus expansion, the need for the
construction of 64th St. is imminent. Further, significant amounts of public infrastructure
including additional construction on Mayo Blvd., 56th St. and 64th St., as well as
drainage, water and wastewater infrastructure are required for the future development
of this Mayo/Discovery Oasis campus and will benefit the surrounding area.



Page 124

Contract Term
Due to the significant amounts of public infrastructure required to allow both the
Hospital Campus and Discovery Oasis to maximize their development, staff proposes
amending the 1996 Hospital Agreement with following terms:

· In addition to any use by Mayo of the construction sales tax credit under the DA,
the construction sales tax credit may be used to reimburse Mayo for the following:
(1) any portion of the cost to construct the 64th St. improvements that Mayo is
required to pay under the Discovery Oasis Agreement; and (2) for any of the Public
Infrastructure Reimbursements as defined in the Discovery Oasis Agreement.
Mayo can use the Unused Reimbursement Credit under the DA until any one of
the following is triggered (a) the date the Discovery Oasis DA expires or
(b) the date the Unused Reimbursement Credit is exhausted or (c) the $40 million
Discovery Oasis DA cap is met.

· For the purposes of public infrastructure improvement reimbursement only, the
Hospital Development Agreement termination date will be modified to automatically
terminate with the earlier of the date the Discovery Oasis Agreement expires or the
date the construction sales tax credit is exhausted.

· During the additional term created by this action, only public infrastructure
improvements will be reimbursable. All other terms and conditions of the 1996 DA
will remain in effect and sunset with the original date of that agreement.

Financial Impact
There is no additional financial impact to the General Fund. The maximum
reimbursement from the eligible General Fund share of TPT revenue from the
Discovery Oasis DA will remain at $40 million.

Concurrence/Previous Council Action
Authorization to enter into the original Mayo Clinic Development Agreement was
received on Sept. 20, 1995, through Ordinance S-23079.

Location
Generally located on approximately 225 acres at the southeast corner of 56th St. and
Mayo Blvd.
Council District(s): 2

Responsible Department
This item is submitted by Deputy City Manager John Chan and the Community and
Economic Development Department.


Page 125



Report

Series 2023 Single Family Mortgage Revenue Bond Program (Resolution 22159)

Request City Council approval for (1) the issuance and sale of single family mortgage
revenue bonds, (2) the related Standards and Requirements (Attachment A) and
General Plan (Attachment B), and (3) the execution of a
Cooperative/Intergovernmental Agreement (Attachment C).

Summary
Request City Council adoption of a resolution (Attachment D) granting approval of the
proceedings under which The Industrial Development Authority of the City of Phoenix,
Arizona (the “Phoenix IDA”) has previously resolved to issue up to $200,000,000 of the
Series 2023 Single Family Mortgage Revenue Bonds (the “Series 2023 Program
Bonds”), to be jointly issued with The Industrial Development Authority of the County of
Maricopa (the “Maricopa IDA”) in multiple series pursuant to a plan of finance (the
“Series 2023 Program”).
The Phoenix IDA and Maricopa IDA propose to use the proceeds of the Series 2023
Program Bonds to finance mortgage loans and homebuyer assistance for single family
homes to be owned and occupied by persons of low and moderate income in Maricopa
County, including the City of Phoenix.

In accordance with the Industrial Development Financing Act, the Standards and
Requirements and General Plan adopted by the Phoenix IDA for the Series 2023
Program Bonds and Series 2023 Program require the approval of City Council.

The Phoenix IDA and Maricopa IDA intend to jointly issue the Series 2023 Program
Bonds to implement the Series 2023 Program benefiting the citizens of their combined
jurisdictions pursuant to the Cooperative/Intergovernmental Agreement.

Pursuant to Section 147(f) of the Internal Revenue Code of 1986, as amended, City
Council must approve the issuance of the Series 2023 Program Bonds after a public
hearing following reasonable public notice. The public hearing is being held by a
representative of the Phoenix IDA on Oct. 10, 2023.




Page 126

Concurrence/Previous Council Action
The Phoenix IDA Board has previously resolved to issue the Series 2023 Program
Bonds, approve the Standards and Requirements and General Plan, and approve
entering into the Cooperative/Intergovernmental Agreement at its meeting held on
Sept. 21, 2023.

Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer.




Page 127
ATTACHMENT A

The Industrial Development Authority of the City of Phoenix, Arizona and
The Industrial Development Authority of the County of Maricopa

Series 2023 Single Family Mortgage Revenue Bond Program

STANDARDS AND REQUIREMENTS

Pursuant to Arizona Revised Statutes Section 35-706.D., The Industrial Development
Authority of the City of Phoenix, Arizona and The Industrial Development Authority of the County
of Maricopa (collectively, the “Authorities”) have established the following Standards and
Requirements for the financing of mortgage loans (the “Mortgage Loans”) pursuant to the
Authorities’ Series 2023 Single Family Mortgage Revenue Bond Program (the “Program”). The
bonds issued to finance the Program (the “Program Bonds”) are to be issued and the Program is
to be administered in accordance with Title 35, Chapter 5, Arizona Revised Statutes (the “Act”),
and certain Program Bonds may be “qualified mortgage bonds” as defined in Section 143 of the
Internal Revenue Code of 1986, as amended (the “Tax Code”), and bear interest which is excluded
from gross income for federal income tax purposes. The Authorities intend to issue the Program
Bonds in multiple series/subseries pursuant to a plan of finance. The proceeds of the Program
Bonds are to be used to finance mortgage loans on residences in all areas within Maricopa County,
Arizona, including within the City of Phoenix, Arizona, but not in any incorporated city or town
which exercises its statutory right to prohibit mortgage loans financed by the Program on
residences within its boundaries (the “Mortgage Loans”).

Any and all portions of these Standards and Requirements are subject to change from time
to time as approved by the Authorities in accordance with the Act.

1. Eligibility of Mortgage Lenders. In order to be eligible to originate Mortgage
Loans pursuant to the Program, each participating mortgage lender (collectively, the “Lenders”)
must:

(a) Be approved as a mortgagee by the Federal Housing Administration
(“FHA”), the United States Department of Agriculture, Rural Housing Service (“RHS”),
and/or the Department of Veterans Affairs (“VA”), and be approved as sellers and servicers
of mortgage loans by Fannie Mae (formerly knowns as the Federal National Mortgage
Association) or the Federal Home Loan Mortgage Corporation (“Freddie Mac”), as
required by the Act.

(b) Be approved as a mortgagee by the United States Department of Housing
and Urban Development (“HUD”), if the Lender is to originate Mortgage Loans guaranteed
by HUD.

(c) Be organized and existing under the laws of the State, another state, or the
United States and be qualified to do business in the State as required by the Act.




4892-4479-0397.4

Page 128
(d) Agree to such terms and conditions as shall be approved by the Authorities
and set forth in one or more Program guides for the origination of Mortgage Loans
(collectively, the “Origination Guide”).

The Authorities may permit nonprofit organizations to participate in the Program by
agreement with one or more Lenders having the qualifications set forth above.

Mortgage Loans originated by the Lenders will be acquired from the Lenders by the loan
servicer for the Program (the “Servicer”) and serviced by the Servicer. The trustee (the “Trustee”)
under the trust indenture pursuant to which the Program Bonds will be issued (the “Indenture”)
will acquire from the Servicer guaranteed mortgage certificates (“Certificates”) backed by
Mortgage Loans originated by Lenders and sold to the Servicer. The Certificates will be
guaranteed as to timely payment of principal interest by the Government National Mortgage
Association (“GNMA”), Fannie Mae, Freddie Mac, other approved issuers of Certificates or other
credit enhancement. The Trustee will also reimburse the Servicer for second-lien mortgage loans
made by the Authorities in connection with a first Mortgage Loan backing a Certificate to finance
a Mortgagor’s (as defined below) down payment and closing costs with respect such first Mortgage
Loan (each a “DPA Second-Lien Mortgage Loan”). The Lenders must originate each Mortgage
Loan in conformity with the requirements of FHA, RHS, VA, the United States Department of
Agriculture, HUD Section 184, Fannie Mae, Freddie Mac or other credit enhancer, as applicable,
existing at the time of such origination.

2. Time Period for Disbursements for Mortgage Loans. Generally, Lenders must
originate and deliver Mortgage Loans within the period or periods set forth in the Origination
Guide and, with respect to any tax-exempt Program Bonds, the period or periods set forth in the
Tax Code.

3. Character of Residences. The character of the residences to be financed by
Mortgage Loans will be residences permitted under the Act, provided that any residences financed
by Mortgage Loans which are, in turn, financed with the proceeds of tax-exempt Program Bonds
shall also satisfy the requirements of the Tax Code and the regulations thereunder.

4. Eligibility of Persons of Low and Moderate Income. Participating mortgagors (the
“Mortgagors”) in the Program:

(a) Must have a family income at the time of origination of the Mortgage Loan
not in excess of the maximum amount to be established from time to time by the
Authorities, which amount, subject to adjustment by the Authorities if and to the extent
permitted by applicable law, shall not exceed either the amount permitted by the Act or,
for Mortgage Loans financed with the proceeds of tax-exempt Program Bonds, the amount
permitted by the Tax Code.

(b) As and to the extent required by the Act, must not have received, during the
three-year period immediately preceding the date of origination of the Mortgage Loan,
another Mortgage Loan financed directly or indirectly from the proceeds of obligations
issued by the Authorities under the Act.



4892-4479-0397.4

Page 129
(c) As and to the extent required by the Tax Code for Mortgage Loans financed
with the proceeds of tax-exempt Program Bonds, must not have had an ownership interest
in a principal residence at any time during the three-year period ending on the date of
execution of the Mortgage Loan, except that this requirement does not apply to any
Mortgage Loan for a target area residence or to any qualified rehabilitation loan or
qualified-home improvement loan (each as defined in the Tax Code) or to a qualified
veteran (as defined in 38 U.S.C. Section 101).

(d) As and to the extent required by the Tax Code for Mortgage Loans financed
with the proceeds of tax-exempt Program Bonds and as permitted by FHA, RHS, VA,
GNMA, Fannie Mae, Freddie Mac or other credit enhancer, if a Mortgagor is assuming a
Mortgage Loan previously financed in the Program, the assuming mortgagor must meet
the tests provided for in paragraph 3 and in paragraphs 4(a), 4(b) and 4(c), and the purchase
price for the residence must not be in excess of the applicable maximum purchase price on
the date of assumption.

5. Terms and conditions of the Mortgage Loans. Each Mortgage Loan:

(a) Will have a term of not to exceed 30 years.

(b) Will provide for approximately level monthly payments for principal and
interest for the life of the Mortgage Loan.

(c) Will have an interest rate not greater than 12.0% per annum and may
provide down payment and closing cost assistance in the form of a DPA Second-Lien
Mortgage Loan in an amount not to exceed 5.0% of the principal amount of the Mortgage
Loan.

(d) May be assumable, subject to the requirements described in paragraph 4(d).

(e) Will be secured by a first lien on the property financed by the Mortgage
Loan and satisfy either or both of the credit or credit enhancement requirements of the
Program as set forth in the Origination Guide.

(f) May have an interest rate buy-down to the extent permitted by FHA, RHS,
VA, HUD, Fannie Mae, Freddie Mac, as applicable.

6. Insurance. The following amounts and types of insurance will be required:

(a) On each Mortgage Loan, FHA insurance, a VA guarantee, an RHS
guarantee, a HUD Section 184 guarantee or such private mortgage guaranty insurance as
may be required by GNMA, Fannie Mae, Freddie Mac or other credit enhancer, as
applicable.

(b) On the property financed by each Mortgage Loan, such casualty insurance
and flood insurance as may be required by FHA, VA, RHS, HUD, GNMA, Fannie Mae,
Freddie Mac or other credit enhancer, as applicable.


4892-4479-0397.4

Page 130
(c) An American Land Title Association approved mortgage guaranty title
insurance policy in an amount at least equal to the outstanding principal amount of each
Mortgage Loan insuring title to the real property financed by such Mortgage Loan, subject
to customary exceptions.

(d) Any other insurance required by FHA, VA, RHS, HUD, GNMA, Fannie
Mae, Freddie Mac or other credit enhancer, as applicable.

If deemed advisable by the Authorities, financial guaranty insurance may be obtained on
all or a portion of any series/subseries of the Program Bonds.

7. Representations and Warranties of Mortgage Lenders. In order to insure
compliance with these Standards and Requirements, each Lender shall make representations or
warranties to the Authorities with regard to such Lender’s eligibility to participate in the Program
and such other matters deemed appropriate by the Authorities, which representations and
warranties shall be provided for in the Origination Guide.

8. Restrictions as to Interest Rate, Terms of Mortgage Loans and Return Realized
by Mortgage Lenders. The stated interest rate on the Mortgage Loans shall be determined by the
Authorities from time to time and shall not exceed the maximum rates described in paragraph 5(c).
Other terms and conditions of the Mortgage Loans shall be as provided in paragraphs 4 and 5
hereof.

Each Lender originating a Mortgage Loan may charge (to the extent permitted by
applicable law), subject to further limitation by the Authorities:

(a) An origination fee not to exceed 1.0% of the unpaid principal amount of the
Mortgage Loan which may be collected and retained by the Lender from the Mortgagor in
connection with the origination of the Mortgage Loan.

(b) Discount points not to exceed 1.0% of the unpaid principal amount of the
Mortgage Loan.

(c) Closing costs customarily and usually charged by lenders in originating and
processing comparable mortgage loans in Maricopa County not financed through tax-
exempt bond programs.

(d) If the Lender has paid an extension fee for a longer origination period for
origination of a Mortgage Loan for new construction, an amount equal to such extension
fee.

The purchase price for each Mortgage Loan paid to the Lender by the Servicer will
reimburse the Lender for any down payment and closing cost assistance advanced by the Lender
to the Mortgagor in connection with a DPA Second-Lien Mortgage Loan, if applicable, and
provide the Lender with a net compensation, including the 1.0% origination fee described in (i)
above and the discount points described in (ii) above, not to exceed 2.50% of the purchased
Mortgage Loan.


4892-4479-0397.4

Page 131
The Servicer will service Mortgage Loans. The Servicer shall retain from the monthly
payments on each Mortgage Loan a servicing fee in an amount not to exceed 1.00% per annum of
the outstanding principal balance of the Mortgage Loans serviced. The Servicer will pay all
GNMA, Fannie Mae and Freddie Mac fees with respect to the Mortgage Loans from such servicing
fee.

9. Collateral Security. The Trustee, on behalf of the Authorities, will disburse
Program Bond proceeds to acquire Certificates and to reimburse DPA Second-Lien Mortgage
Loans. The Program Bonds will be limited obligations of the Authorities payable from and secured
by all right, title and interest of the Authorities in and to the Certificates, the Mortgage Loans, the
DPA Second-Lien Mortgage Loans, the revenues pledged under the Indenture, the net proceeds of
the sale of each series/subseries of the Program Bonds and other moneys on deposit in funds held
by the Trustee pursuant to the Indenture. Each Mortgage Loan will be secured by a first lien
Mortgage on the residence financed. Each DPA Second-Lien Mortgage Loan will be secured a
second lien Mortgage on the residence financed.

10. Assignment of Mortgage Loans to the Trustee. Pursuant to the Indenture, the
Trustee will purchase and/or reimburse Certificates and DPA Second-Lien Mortgages, as
applicable, in order to finance the origination of Mortgage Loans by the Lenders. The Trustee
shall act on behalf of the Authorities as provided in the Indenture and, as and to the extent required
by the Act, shall be (i) either a bank or trust company qualified to do business in the State, having
an officially reported combined capital surplus, undivided profits and reserves of not less that
$15,000,000, and (ii) approved to sell mortgages to and to service mortgages for GNMA, Fannie
Mae and Freddie Mac.

11. Other Matters. Standards and requirements not set forth above shall be set forth in
the Authorities’ general plan for the Program, the Origination Guide, one or more guides for the
servicing of Mortgage Loans, the Indenture, the resolutions providing for the issuance of the
Program Bonds, and the Authorities’ Master Mortgage Purchase Agreement, all in form and
substance to be approved by the Authorities.



[Remainder of page intentionally left blank.]




4892-4479-0397.4

Page 132
The foregoing Standards and Requirements were established by The Industrial
Development Authority of the City of Phoenix, Arizona and by The Industrial Development
Authority of the County of Maricopa on the date(s) indicated below.


THE INDUSTRIAL DEVELOPMENT
AUTHORITY OF THE CITY OF PHOENIX,
ARIZONA


By:
Name: Juan Salgado
Its: Chief Executive Officer
Date: September 21, 2023


THE INDUSTRIAL DEVELOPMENT
AUTHORITY OF THE COUNTY OF
MARICOPA


By:
Name: Shelby Scharbach
Its: Executive Director
Date: October 10, 2023




[SIGNATURE PAGE TO STANDARDS AND REQUIREMENTS]




4892-4479-0397.4

Page 133
ATTACHMENT B

The Industrial Development Authority of the City of Phoenix, Arizona and
The Industrial Development Authority of the County of Maricopa

Series 2023 Single Family Mortgage Revenue Bond Program

GENERAL PLAN

In connection with the hereinafter-described Program, The Industrial Development
Authority of the City of Phoenix, Arizona and The Industrial Development Authority of the County
of Maricopa (the “Authorities”) propose to issue one or more series of bonds (the “Program
Bonds”) the proceeds of which are to be used to finance mortgage loans (“Mortgage Loans”) to
acquire residences in all areas within Maricopa County, Arizona (“Maricopa County”), including
within the City of Phoenix, Arizona, but not within any city or town which exercises its statutory
right to prohibit mortgage loans financed with proceeds of the Program Bonds within its
boundaries.

The Program Bonds are to be issued for the purpose of funding the Authorities’ Series 2023
Single Family Mortgage Revenue Bond Program (the “Program”) for persons of low and
moderate income residing in Maricopa County. The Program Bonds are to be issued and the
Program administered in accordance with Title 35, Chapter 5, Arizona Revised Statutes (the
“Act”), and certain Program Bonds may be “qualified mortgage bonds” as defined in Section 143
of the Internal Revenue Code of 1986, as amended (the “Tax Code”), and bear interest which is
excluded from gross income for federal income tax purposes. The Authorities intend to issue the
Program Bonds in multiple series/subseries pursuant to a plan of finance.

The following paragraphs discuss the specific matters required by Arizona Revised
Statutes Section 35-726.A. to be described in this General Plan. Statutory references are to
particular provisions of such Section. Any and all portions of the General Plan are subject to
change from time to time as approved by the Authorities and in accordance with the Act.

1. The Amount of the Proposed Program Bonds: Section 35-726.A.1. The aggregate
principal amount of all series/subseries of the proposed Program Bonds will not exceed
$200,000,000.

2. The Maximum Term of the Program Bonds: Section 35-726.A.2. The term of
each series/subseries of the Program Bonds will not exceed 40 years.

3. The Maximum Interest Rate on the Program Bonds: Section 35-726.A.3. The
maximum effective interest rate on each series/subseries of the Program Bonds (taking into
account initial issue premium and discount) is not expected to exceed 10.0% per annum. The
Authorities do not intend to proceed with the issuance of a particular series/subseries of the
Program Bonds unless, in the judgment of the Authorities, such series/subseries of the Program
Bonds can be underwritten, on a basis consistent with standards of housing finance prevailing at
the time of such issuance, at an interest cost (taking into consideration costs of issuance,


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underwriters’ compensation and additional discounts, if any, on such series/subseries of the
Program Bonds) that will permit the Mortgage Loans to be (a) originated at an interest rate not
greater than 12.0% per annum and with down payment and closing cost assistance in an amount
not to exceed 5.0% of the principal amount of the Mortgage Loan, and (b) financed in the Program
on the terms and at the prices referred to in paragraph 5 below.

4. The Need for the Program Bond Issue: Section 35-726.A.4. The Authorities have
determined that within Maricopa County there is a critical shortage of housing within the financial
means of persons and families of low and moderate income; that this shortage constitutes a threat
to the health, safety and welfare of all residents of Maricopa County, contributes to the growth of
slum and blighted areas and inhibits the sound economic growth of Maricopa County; that this
shortage deprives Maricopa County and the incorporated cities and towns therein of an adequate
tax base, results in excessive unemployment and depressed economic conditions and causes
Maricopa County, the incorporated cities and towns therein and the State of Arizona (the “State”)
to make excessive expenditures for crime prevention and control, public health, welfare and safety
and other public services; and that this shortage of affordable housing can be relieved through the
encouragement of investment and lending by private enterprise and the use of financing as
described herein.

5. The Terms and Conditions for Originating or Purchasing Mortgage Loans:
Section 35-726.A.5. Mortgage Loans will be originated by qualified lenders (the “Lenders”).
Mortgage Loans may be financed through the purchase of guaranteed mortgage certificates
(“Certificates”) backed by the Mortgage Loans and guaranteed as to timely payment of principal
and interest by the Government National Mortgage Association (“GNMA”), Fannie Mae
(formerly known as the Federal National Mortgage Association), the Federal Home Loan
Mortgage Corporation (“Freddie Mac”), other approved issuers of Certificates or other credit
enhancement in accordance with one or more Program guidelines approved by the Authorities for
origination of the Mortgage Loans (collectively, the “Origination Guide”) or through the
purchase of second-lien mortgage loans, made in connection with a first Mortgage Loan backing
a Certificate, to finance the mortgagor’s down payment and closing costs with respect to such first
Mortgage Loan backing a Certificate (each, a “DPA Second-Lien Mortgage Loan”).

(a) In order to qualify for the Program, a Lender must be a bank, trust company,
mortgage company, mortgage banker, national banking association, savings bank, savings
and loan association, building and loan association or any other financial institution which
is qualified to do business in the State as required by the Act, must be currently approved
as a mortgagee by the Federal Housing Administration (“FHA”), the United States
Department of Agriculture, Rural Housing Service (“RHS”), and/or the Department of
Veterans Affairs (“VA”) and as a seller and servicer of mortgage loans by Fannie Mae or
Freddie Mac, as required by the Act, and be approved as a mortgagee by the United States
Department of Housing and Urban Development (“HUD”), if the Lender is to originate
Mortgage Loans guaranteed by HUD. The Authorities may permit nonprofit organizations
to participate in the Program by agreements with one or more Lenders having the
qualifications set forth in the preceding sentence.




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(b) Each Mortgage Loan must be originated in conformity with the
requirements of FHA, RHS, VA, HUD Section 184, Fannie Mae, Freddie Mac or other
credit enhancer, as applicable. The mortgage instrument relating to each Mortgage Loan
must create a first lien on a residence (a “Mortgage”), subject to permitted encumbrances,
and be made substantially in accordance with the standards of FHA, RHS, VA, HUD,
Fannie Mae, Freddie Mac or other credit enhancement, as applicable.

(c) Each Mortgage Loan shall provide for approximately level monthly
payments over the life of the Mortgage Loan of approximately 30 years. Sellers of
residences and mortgagors will be permitted to provide for interest buy-downs on
Mortgage Loans to the extent permitted by FHA, RHS, VA, HUD, Fannie Mae or Freddie
Mac, as applicable, as provided in the Origination Guide.

(d) Generally, the Lenders must originate and deliver Mortgage Loans within
the period or periods set forth in the Origination Guide and, with respect to any tax-exempt
Program Bonds, the period or periods set forth in the Tax Code. To the extent required by
the Tax Code, up to 20% of the funds from each series of the Program Bonds available to
finance Mortgage Loans will be made available for one year to finance Mortgage Loans on
target area residences (as defined in the Tax Code) (“Target Area Loans”) and after such
one year period will be available to finance all Mortgage Loans. As and to the extent
required by the Act, in areas other than a redevelopment area, 30% of the funds from each
series of the Program Bonds available to finance Mortgage Loans will be set aside for 60
days to finance Mortgage Loans for persons and families whose income is below the
median family income of the State. As and to the extent required by the Act, 10% of the
funds from each series of the Program Bonds available to finance Mortgage Loans will be
set aside for three months to finance Mortgage Loans on manufactured housing.
Notwithstanding the forgoing, the Authorities may provide for the origination of Mortgage
Loans in such Target Areas and for other set-asides in such other manner which, in the
opinion of counsel, will not adversely affect the exclusion of interest on any Program
Bonds from gross income for federal income tax purposes and/or is consistent with the Act.

(e) Each Mortgage Loan must be approved by the loan servicer for the Program
(the “Servicer”) and the program administrator for the Program (the “Program
Administrator”) for compliance with Program requirements.

(f) In connection with each Mortgage Loan, the Lender is required to make
certain warranties or representation with respect to the eligibility of the residence and the
mortgagor under the Program requirements, the due recording and terms of the Mortgage
securing the Mortgage Loan, the applicability of certain insurance described in paragraph
8 below, and the current status of and title to the property and other warranties and
representations customarily made in privately funded mortgage banking transactions.

(g) The purchase price for Mortgage Loans approved by the Servicer and the
Program Administrator is described in paragraph 7(a) below.




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(h) The mortgagors under a Mortgage Loan must make a down payment of an
amount sufficient to comply with existing requirements of VA, RHS, FHA, HUD, Fannie
Mae, Freddie Mac or other credit enhancement, as applicable.

6. The Area in Which the Single Family Dwelling Units to be Financed May be
Located: Section 35-726.A.6. The general location of the dwelling units will be throughout
Maricopa County, subject to certain reservations and limitations.

7. The Proposed Fees, Charges and Expenditures To Be Paid for Originators,
Servicers, Trustee, Custodians, Mortgage Administrators and Others: Section 35-726.A.7. The
following fees, charges and expenditures are proposed to be imposed in connection with the
Program:

(a) Originators: Each Lender originating a Mortgage Loan may charge (to the
extent permitted by applicable law):

(i) An origination fee not to exceed 1.0% of the unpaid principal
amount of the Mortgage Loan which may be collected and retained by the Lender
from the mortgagor in connection with the origination of the Mortgage Loan.

(ii) Discount points not to exceed 1.0% of the unpaid principal amount
of the Mortgage Loan.

(iii) Closing costs customarily and usually charged by lenders in
originating and processing comparable mortgage loans in Maricopa County not
financed through tax-exempt bond programs.

(iv) If the Lender has paid an extension fee for a longer origination
period for origination of a Mortgage Loan for new construction, an amount equal
to such extension fee.

The purchase price for each Mortgage Loan paid to the Lender by the Servicer will
reimburse the Lender for any down payment and closing cost assistance advanced by the
Lender to the mortgagor in connection with a DPA Second-Lien Mortgage Loan, if
applicable, and provide the Lender with a net compensation, including the 1.0% origination
fee described in (a)(i) above and the discount points described in (a)(ii) above, not to exceed
2.50% of the purchased Mortgage Loan.

(b) Servicer: The Servicer shall retain from the monthly payments on each
Mortgage Loan a servicing fee in an amount not to exceed 1.00% per annum of the
outstanding principal amount of such Mortgage Loan. The Servicer will pay all GNMA,
Fannie Mae and Freddie Mac fees with respect to Mortgage Loans from such servicing fee
(see “Other Parties” in (d) below). The Servicer may be paid reasonable compensation for
services as compliance agent to the extent permitted by the guide or guides approved by
the Authorities for servicing of the Mortgage Loans.



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(c) Trustee: The trustee is to be paid reasonable compensation for all services
rendered as trustee and paying agent under the trust indenture pursuant to which the
Program Bonds will be issued (the “Indenture”) as well as reasonable out-of-pocket
expenses. Compensation will be paid from Program Bond proceeds and from moneys
available for such purposes under the Indenture, including investment earnings and
monthly payments of interest.

(d) Other Parties: The following additional fees and charges shall be paid ( to
the extent required by the Program):

(i) GNMA, Fannie Mae and Freddie Mac will be paid a guaranty fee in
consideration for their respective guarantees of the Certificates. Such fees will be
paid by the Servicer from the servicing fee described in (b) above.

(ii) An FHA insurance fee in the amount payable at such times as
prescribed by FHA in consideration for FHA insurance of Mortgage Loans. Such
fee will be paid by the mortgagor.

(iii) An RHS guaranty fee in the amount and payable at such times as
prescribed by RHS in consideration for RHS guaranty of Mortgage Loans. Such
fee will be paid by the mortgagor.

(iv) A fee, if any, owed to VA, as prescribed by VA, in exchange for the
VA guaranty of Mortgage Loans or HUD, as prescribed by HUD, in exchange for
the HUD Section 184 guaranty of Mortgage Loans. Such fee will be paid by the
mortgagor.

(v) A fee for private mortgage guaranty insurance policies required by
Fannie Mae or Freddie Mac. Such a fee will be paid by the mortgagor.

(vi) The Program Administrator, if one or more is appointed by the
Authorities, is to be paid a reasonable fee for all services rendered as well as
reasonable out-of-pocket expenses. Such fee will be paid by the mortgagor.

(e) Costs of Issuance: The costs of issuance for the Program are estimated not
to exceed an amount equal to the sum of 8.0% of the amount of any one or more
series/subseries of the Program Bonds sold at substantially the same time. These costs
include, among others, fees of bond counsel, counsel to the Authorities, counsel to the
underwriters, disclosure counsel and trustee’s counsel; fees and charges of the Program
Administrator and its counsel, the Servicer and its counsel, and the Authorities’ municipal
advisor; printing costs; costs of reproducing documents; filing and recording fees;
computer charges in structuring the Program; any expenses incurred by the Authorities in
relation to the issuance of the Program Bonds; expenses incurred in connection with
qualifying the Program Bonds for sale under the securities laws of various jurisdictions and
of preparing Blue Sky and legal investment memoranda; initial fees and charges of the
trustee as such, as bond registrar, and as paying agent; legal fees and charges; professional


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consultants fees; costs of credit ratings; costs of the demand study, if any; fees and charges
for execution, transportation and safekeeping of Program Bonds; costs of advertising the
availability of funds; the fees for reports as to the status of the Mortgage Loans, the
Certificates and the Program; and other costs, charges and fees in connection with the
Program and for any of the foregoing.

(f) Compensation of Underwriters: The underwriters’ compensation for any
one or more series/subseries of the Program Bonds sold at substantially the same time
excluding any original issue discount will not exceed 1.0% of the principal amount of such
series/subseries of the Program Bonds issued.

(g) IDA Contribution. Notwithstanding anything herein to the contrary, the
Authorities may pay and/or fund any and all Program expenses, DPA Second Lien
Mortgage Loans, Costs of Issuance, reserves, fees, charges and expenditures described
herein from other legally available and authorized moneys of the Authorities contributed
to fund the Program (the “IDA Contribution”).

8. All Insurance Requirements with respect to Mortgage Loans, Mortgaged
Property, Mortgagors, Originators, Servicers and Trustees: Section 35-726.A.8. The following
amounts and types of insurance will be required:

(a) On each Mortgage Loan, FHA insurance, a VA guarantee, an RHS
guarantee, a HUD Section 184 guaranty or such private mortgage guaranty insurance as
may be required by GNMA, Fannie Mae, Freddie Mac or other credit enhancement, as
applicable.

(b) On the property subject to each Mortgage, such casualty insurance and flood
insurance as may be required by FHA, VA, RHS, HUD, Fannie Mae, Freddie Mac or other
credit enhancement, as applicable.

(c) An American Land Title Association-approved mortgage guaranty title
insurance policy in an amount at least equal to the outstanding principal amount of the
Mortgage Loan insuring title to the real property subject to each Mortgage, subject to
customary exceptions.

(d) Any other insurance on Mortgage Loans and/or property subject to a
Mortgage required by FHA, VA, RHS, HUD, GNMA, Fannie Mae, Freddie Mac or other
credit enhancement, as applicable.

(e) With respect to the Lenders and with respect to the Servicer, errors and
omission insurance and fidelity bonds, at their expense, in substance and amounts, if any,
as would be required by GNMA, Fannie Mae, Freddie Mac or other credit enhancement.

(f) With respect to the trustee, none.




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9. The Anticipated Date of Issuance of Program Bonds: Section 35-726.A.9. It is
anticipated that the initial series/subseries of the Program Bonds will be issued in connection with
the Program on or before December 31, 2023, and that all subsequent series/subseries of the
Program Bonds will be issued not later than June 30, 2025.




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The foregoing General Plan was approved by The Industrial Development Authority of the
on the date(s) indicated below.

THE INDUSTRIAL DEVELOPMENT
AUTHORITY OF THE CITY OF PHOENIX,
ARIZONA


By:
Name: Juan Salgado
Its: Chief Executive Officer
Date: September 21, 2023


THE INDUSTRIAL DEVELOPMENT
AUTHORITY OF THE COUNTY OF
MARICOPA


By:
Name: Shelby Scharbach
Its: Executive Director
Date: October 10, 2023




[SIGNATURE PAGE TO GENERAL PLAN]




Page 141
ATTACHMENT C


COOPERATIVE/INTERGOVERNMENTAL AGREEMENT
FOR
THE INDUSTRIAL DEVELOPMENT AUTHORITY OF THE CITY OF PHOENIX, ARIZONA
AND THE INDUSTRIAL DEVELOPMENT AUTHORITY OF THE COUNTY OF MARICOPA
SERIES 2023 SINGLE FAMILY MORTGAGE REVENUE BOND PROGRAM


This COOPERATIVE/INTERGOVERNMENTAL AGREEMENT, dated and effective as of
October 18, 2023 (this “Agreement”), is between THE INDUSTRIAL DEVELOPMENT AUTHORITY OF
THE CITY OF PHOENIX, ARIZONA (the “Phoenix Authority”), and THE INDUSTRIAL DEVELOPMENT
AUTHORITY OF THE COUNTY OF MARICOPA (the “Maricopa Authority” and, together with the Phoenix
Authority, the “Authorities”), each a nonprofit corporation recognized, existing under and designated as a
political subdivision of the State of Arizona, pursuant to the Industrial Development Financing Act, Title 35,
Chapter 5, of the Arizona Revised Statutes (the “Act”), the CITY OF PHOENIX, ARIZONA, an Arizona
municipal corporation (the “City”), and MARICOPA COUNTY, ARIZONA, a body politic and corporate of the
State of Arizona (the “County”).

RECITALS

A. The public purpose of the Phoenix Authority and the Maricopa Authority as expressed in the
legislative history of the Act, includes, among other things, the encouragement of investment and lending by
private enterprise for, and the stimulation of construction and rehabilitation of, housing for low and moderate
income families.

B. Under the Act, the Phoenix Authority and the Maricopa Authority have the power, either
individually or jointly, to issue single family mortgage revenue bonds and mortgage credit certificates.

C. The Authorities have determined that it is desirable to develop a meaningful home ownership
program to serve the needs of low and moderate income families and it is in the best interest of the citizens of
the City and Maricopa County to cooperate in the creation and implementation of a joint single family mortgage
revenue bond program for the entire Phoenix/Maricopa County area.

D. The Authorities intend to jointly issue mortgage revenue bonds in multiple series and subseries
(the “Series 2023 Program Bonds”) to implement the Series 2023 Program (as defined herein) pursuant to a plan
of finance approved by each of the Authorities to benefit the citizens of their combined jurisdictions during the
mortgage loan origination period to occur in the calendar years 2023, 2024 and 2025.

E. Consistent with the terms and conditions set forth below and as contained in the summary of Series
2023 Program terms, attached hereto as Exhibit A (the “Program Summary”), and pursuant to Sections 11-952,
35-706.G and 35-761 of the Arizona Revised Statutes, the Phoenix Authority, the Maricopa Authority, the City and
the County desire to enter into this Agreement, specifying the terms and conditions under which the Authorities
agree to jointly create and implement the Series 2023 Program beginning in calendar year 2023.

AGREEMENT

NOW, THEREFORE, the Phoenix Authority, the Maricopa Authority, the City and the County hereby
agree as follows:

1. Definitions. The following words and phrases shall have the following meanings unless
otherwise expressed or provided or unless the context clearly requires otherwise.

“Administration Fees” means all issuer or administrative fees to be received by the Authorities under
the Indenture.


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“Agreement” means this Cooperative/Intergovernmental Agreement.

“Authority” means either the Phoenix Authority or the Maricopa Authority, as applicable.

“Authority Staff” means (i) in the case of the Phoenix Authority, Juan Salgado, Chief Executive Officer,
and Murray Boess, Chief Financial Officer, and (ii) in the case of the Maricopa Authority, Shelby Scharbach,
Executive Director, Gregg Ghelfi, Business Development Officer, Janis Larson, Administrator, and Mary Misic,
Administrator.

“City” means the City of Phoenix, Arizona.

“Co-Team Leaders” means (i) the representative acting on behalf of the Phoenix Authority as may be
appointed by the Phoenix Authority from time to time with written notice to the Maricopa Authority, and (ii) the
representative acting on behalf of the Maricopa Authority as may be appointed by the Maricopa Authority from
time to time with written notice to the Phoenix Authority, both of whom shall jointly manage the Series 2023
Program as provided in Section 4.6 of this Agreement and take such other action as provided in this Agreement,
and each of whom shall be initially, (a) in the case of the Phoenix Authority, Murray Boess, and (b) in the case of
the Maricopa Authority, Gregg Ghelfi.

“County” means Maricopa County, Arizona.

“Financing Team” means the attorneys, financial advisors, investment bankers, program administrators,
corporate trustees, rebate analysts, and other professionals, specialists and consultants necessary to design,
implement and administer the Series 2023 Program, as selected jointly by the Phoenix Authority and the
Maricopa Authority. The Financing Team does not include Authority Staff.

“General Indenture” means the General Indenture of Trust, to be dated as of the first day of the month
in which the initial series of the Series 2023 Program Bonds is issued, among the Authorities and the trustee
named therein.

“Indenture” means, together, the General Indenture and one or more series indentures pursuant to which
one or more series or subseries of the Series 2023 Program Bonds are issued and secured.

“Maricopa Authority” means The Industrial Development Authority of the County of Maricopa.

“Phoenix Authority” means The Industrial Development Authority of the City of Phoenix, Arizona.

“Program Costs” means all fees, costs, and expenses incurred in connection with the development,
implementation and administration of the Series 2023 Program, including the fees and expenses of the Financing
Team, that shall be paid as provided in Section 3 of this Agreement.

“Program Summary” shall have the meaning assigned to it in Recital E of this Agreement.

“Residual Assets” means assets held under the Indenture, including cash, securities and outstanding
mortgage loans, after full defeasance of the Indenture and payment of all related fees, expenses and arbitrage rebate
liability, if any.

“Rule” shall have the meaning assigned to it in Section 4.5.1 of this Agreement.

“Series 2023 Program” means The Industrial Development Authority of the City of Phoenix, Arizona
and The Industrial Development Authority of the County of Maricopa Series 2023 Single Family Mortgage
Revenue Bond Program.



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“Series 2023 Program Bonds” means single family mortgage revenue bonds issued jointly by the
Authorities in multiple series and subseries pursuant to a plan of finance, in an aggregate amount of not to exceed
$200 million, whose proceeds will be available to finance mortgage loans under the Series 2023 Program within
the County.

“State” means the State of Arizona.

“Termination Date” shall have the meaning assigned to it under Section 5.2.1 of this Agreement.

“Volume Cap” means any State of Arizona Private Activity Bond Volume Cap contributed by the
Phoenix Authority and/or the Maricopa Authority to a series or subseries of Series 2023 Program Bonds under
the Series 2023 Program.

2. Purpose. The purpose of this Agreement is to set forth the terms and conditions under which
the Authorities will create, implement and administer the Series 2023 Program. It is the intent of each party that
this Agreement will constitute a cooperative and intergovernmental agreement pursuant to Sections 11-952,
35-706.G and 35-761 of the Arizona Revised Statutes.

3. Participation.

3.1 Scope of Participation. The Phoenix Authority and the Maricopa Authority will
participate in the Series 2023 Program as set forth in this Section 3.

3.2 Shared Control. The Phoenix Authority and the Maricopa Authority will have shared
control and responsibility for developing, implementing and managing the Series 2023 Program.

3.3 Program Development.

3.3.1 Program Summary. The Series 2023 Program shall initially be structured as
described in the Program Summary. Mutual consent of both the Phoenix Authority and the Maricopa Authority
is required for modifications, adjustments or additions to the Program Summary.

3.3.2 Reservations. The amount of the Series 2023 Program’s funds to be reserved
and the type of loans for which the Series 2023 Program’s funds will be reserved, if any, will be as specified in
the Program Summary. The targeted area reservation amount will comply with federal tax law.

3.3.3 Types of Loans. The type of mortgage loans to be offered by the Series 2023
Program will be as specified in the Program Summary.

3.4 Shared Revenues and Expenses.

3.4.1 Program Costs. Except as set forth in Section 3.5.2 below, the Authorities shall
share equally all fees, costs and expenses incurred in connection with the development, implementation and
administration of the Series 2023 Program, including the fees and expenses of the Financing Team, and such fees,
costs and expenses shall be paid first from the proceeds of or the revenues generated by the Series 2023 Program
and second from funds contributed by the Authorities to the extent necessary to pay these fees, costs and expenses;
provided that each Authority has the right, but not the obligation, to contribute such other monies or property as
it deems necessary or appropriate.

3.4.2 Administration Fees and Residual Assets. Each Authority will share the
Administration Fees and the Residual Assets equally.




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3.5 Program Participants.

3.5.1 Financing Team. The Authorities will have shared control and responsibility
for negotiating the compensation for the Financing Team for the Series 2023 Program. Each selected member
of the Financing Team will be required to sign a letter of engagement, addressed to each of the Phoenix Authority
and the Maricopa Authority, setting forth the scope of the duties to be performed and the basis for compensation
and reimbursement of such member, with copies submitted to each addressee.

3.5.2 Consultants. Each Authority, in its sole discretion, has the right to hire
consultants, advisors and attorneys in addition to the members of the jointly selected Financing Team and the
respective Authority Staff; provided that the fees, costs and other compensation of any additional consultants,
advisors and attorneys will be the sole responsibility of the applicable Authority, unless arrangements for cost
sharing have been otherwise agreed to by the other Authority in writing.

3.5.3 Duty of Loyalty. If requested by the Authorities, each member of the Financing
Team shall agree as a condition of their engagement in connection with the Series 2023 Program that: (i) the member
owes a duty of loyalty to each Authority and, in view of the duty, will not take or omit to take any action to the
prejudice of one Authority over another; and (ii) the member shall endeavor to keep each Authority and its respective
Authority Staff fully apprised about the status of the Series 2023 Program and promptly reply to requests for
information from each Authority and its respective Authority Staff.

3.6. Consent. No Authority can legally bind any other Authority without that Authority’s
express written consent.

4. Program Requirements.

4.1 Program Documents. The documents for the Series 2023 Program must contain
provisions as are reasonably necessary or appropriate to (i) assure that each Authority has timely access to such
information as is reasonably necessary to monitor the status of the Series 2023 Program and the balance and
disposition of Administration Fees or Residual Assets, (ii) protect each Authority’s respective interest in any
Administration Fees or Residual Assets, and (iii) assure that each Authority consents to fully comply and
cooperate with respect to compliance with federal tax laws and State laws applicable to the Series 2023 Program.

4.2 Refunding Opportunities.

4.2.1 To the extent permitted by law, the Authorities may agree on the manner that
refunding and recycling opportunities relating to the contributed Volume Cap utilized in the Series 2023 Program
for the Series 2023 Program Bonds will be allocated between them, regardless of how much Volume Cap, if any,
an Authority contributed to a particular series or subseries of the Series 2023 Program Bonds. In the absence of
any specific agreement between the Authorities for a particular series or subseries of Series 2023 Program Bonds,
the refunding and recycling opportunities with respect to the contributed Volume Cap shall be shared by the
Authorities equally.

4.2.2 To the extent permitted by law, the Series 2023 Program documents and any
other necessary directions to members of the Financing Team will contain the provisions necessary to effectuate
Section 4.2 of this Agreement.

4.3 Allocation of Mortgage Loan Funds. To the extent that the Authorities mutually
determine that the Series 2023 Program will not be operated on a first-come, first-served basis among lenders
participating in the Series 2023 Program, the Authorities will mutually determine an alternative method for
allocating (and, if applicable, re-allocating) mortgage loan funds among lenders participating in the Series 2023
Program.



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4.4. Consent.

4.4.1 Any action taken in connection with the Series 2023 Program will be with the
mutual consent of the Phoenix Authority and the Maricopa Authority, unless otherwise identified or described
in this Agreement, the Indenture or any of the other documents executed by both the Phoenix Authority and the
Maricopa Authority in connection with the Series 2023 Program.

4.4.2 Without limiting the generality of the foregoing Section 4.4.1, the following
list of items requires the mutual consent of the Phoenix Authority and the Maricopa Authority:

(a) optional redemption of each series or subseries of Series 2023 Program
Bonds;

(b) engagement of legal and financial professionals or other consultants,
except as engaged pursuant to Section 3.5.2;

(c) audits of funds and accounts held under the Indenture or other aspects
of the Series 2023 Program;

(d) directing legal or administrative proceedings in connection with the
enforcement of obligations under the Series 2023 Program of the trustee, servicer, lenders, underwriters, or any
other participant of the Series 2023 Program;

(e) extensions or other modifications of the origination period;

(f) approval of the Series 2023 Program’s marketing plan and any
material changes or modifications thereto; and

(g) form and content of all filings required by the Internal Revenue Code
and related regulations or by any other state or federal agency.

4.5 Continuing Disclosure Undertaking.

4.5.1 Each Authority acknowledges and agrees to provide disclosure information
for purposes of the Securities and Exchange Commission Rule 15c2-12 (the “Rule”).

4.5.2 Approval of each Authority is required of any documentation proposed to be
submitted in compliance with the Rule; provided that if any Authority is concerned about the form, substance,
accuracy or completeness of any submission, and the concern is not otherwise addressed, then the difficulty will
be resolved by a written opinion given by an independent law firm experienced in related disclosure matters.

4.6 Program Oversight; Communication Protocol.

4.6.1 The development, implementation and management of the Series 2023
Program shall be overseen by the Chief Executive Officer of the Phoenix Authority and the Executive Director
of the Maricopa Authority. Each of the Chief Executive Officer of the Phoenix Authority and the Executive
Director of the Maricopa Authority shall be responsible for obtaining in a timely manner such authorizations,
approvals and consents from the Board of Directors of the Phoenix Authority or the Maricopa Authority,
respectively, as may be necessary or appropriate to develop, implement and manage the Series 2023 Program.

4.6.2 Except for those matters that the Chief Executive Officer of the Phoenix
Authority or the Executive Director of the Maricopa Authority have expressly reserved for their judgment and
any matters that may have a material and adverse effect on the Series 2023 Program, the authority to develop,


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implement and manage the Series 2023 Program in accordance with the Program Summary, including, without
limitation, the daily management of the Financing Team, is hereby delegated to the Co-Team Leaders. The
Co-Team Leaders will have joint responsibility for making decisions concerning the development of the Series
2023 Program. In the event the Co-Team Leaders are not able to reach consensus with respect to a given issue,
the Co-Team Leaders shall take or omit to take such actions with respect to the issue as are necessary to further
the implementation of the Series 2023 Program until such a time as the Chief Executive Officer of the Phoenix
Authority and the Executive Director of the Maricopa Authority can be consulted for a final determination.

4.6.3 Commencing the date of this Agreement and continuing through the date of
issuance of all of the Series 2023 Program Bonds, the Co-Team Leaders will submit reports on the status of the
Series 2023 Program to the Board of Directors of the Phoenix Authority or the Maricopa Authority, as applicable,
at intervals established by Board of Directors of the Phoenix Authority or the Maricopa Authority, as necessary.
Status reports may be in writing and given orally, as directed by the applicable Board of Directors.

4.6.4 The implementation of the Series 2023 Program will be overseen by the
Authorities, including but not limited to decisions relating to the number of series or subseries of Series 2023
Program Bonds, the sizing and pricing of each series or subseries of Series 2023 Program Bonds, mortgage loan
rates and issuer fees.

4.6.5 All parties will cause routinely available information and reports on the Series
2023 Program and reports available on a commercially reasonable basis to be provided to all other parties as
may be reasonably requested from time to time. The costs for providing such reports shall be Program Costs.
Special reports may be made available at the sole cost of the requesting party. The determination as to whether
information and reports are routinely available, available on a commercially reasonable basis or special reports
shall be within the reasonable judgment of the Co-Team Leaders.

5. Term.

5.1 Effective Date. Unless this Agreement is terminated earlier as set forth in the provisions
of Section 5.2 below, this Agreement shall be effective upon the execution by all of the parties and shall remain
effective (a) with respect to matters relating to the issuance of Series 2023 Program Bonds and origination of the
mortgage loans funded thereby, in calendar years 2023, 2024 and 2025, and (b) with respect to all other matters
relating to the Series 2023 Program, as long any Series 2023 Program Bonds remain outstanding.

5.2 Termination.

5.2.1 Prior to the issuance of the first series of the Series 2023 Program Bonds, this
Agreement may be terminated by either the Phoenix Authority or the Maricopa Authority upon giving 15 days
written notice, the notice shall state the date of termination (the “Termination Date”).

5.2.2 In the event that all or any portion of the Series 2023 Program Bonds are not
issued under the Series 2023 Program as contemplated herein or this Agreement is terminated in accordance
with Section 5.2.1, all fees, costs and expenses incurred in connection with the development of the Series 2023
Program, including any fees and expenses payable to members of the Financing Team, will be paid by the
Authorities equally or as otherwise may be agreed to by the Authorities.

5.2.3 In the event a notice of termination of this Agreement is given pursuant to
Section 5.2.1, the parties agree to comply with the following procedure:

(a) The Co-Team Leaders will prepare or cause to be prepared an
accounting of all fees, costs and expenses incurred by or on behalf of each Authority for the development of the
Series 2023 Program (the “Accounting”) that, together with supporting invoices, receipts and other records, shall
be submitted to the Board of Directors of each Authority no later than the Termination Date.


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(b) Within 15 days of the Termination Date, each Authority will tender
payment or reimbursement of all amounts the Authority is responsible for paying as set forth in the Accounting.

(c) Notwithstanding any provision herein to the contrary, if either the
Co-Team Leaders or any Authority disagrees in good faith as to the amount, allocation or appropriateness of any fee,
cost or expense of developing the Series 2023 Program, the payment or reimbursement of the fee, cost or expense
will be segregated from the balance of the Accounting and will be addressed in accordance with the procedure
provided in Section 8.7.

6. Representations of the Phoenix Authority.

6.1 Authorization. The Phoenix Authority has full power and authority to enter into this
Agreement and the execution, delivery and consummation of this Agreement by the Phoenix Authority has been
duly authorized.

6.2 No Violation of Laws. Neither the execution, delivery nor performance of this
Agreement by the Phoenix Authority violates or will violate the Phoenix Authority’s articles or bylaws, the Act,
or any resolution of the Phoenix Authority.

7. Representations of the Maricopa Authority.

7.1 Authorization. The Maricopa Authority has full power and authority to enter into this
Agreement and the execution, delivery and consummation of this Agreement by the Maricopa Authority has
been duly authorized.

7.2 No Violation of Laws. Neither the execution, delivery nor performance of this
Agreement by the Maricopa Authority violates or will violate the Maricopa Authority’s articles or bylaws, the
Act, or any resolution of the Maricopa Authority.

8. General Provisions. Except to the extent inconsistent with the express language of the foregoing
provisions of this Agreement, the following provisions shall govern the interpretation, application, construction
and enforcement of this Agreement.

8.1 Notices. Any document, notice, consent or other communication (“Notice”) required
or permitted under this Agreement shall be in writing and either delivered in person, sent by facsimile
transmission or email, or deposited in the United States mail, postage prepaid, addressed as follows:

Notices to the Phoenix Authority shall be sent to:

Juan Salgado
Chief Executive Officer
The Industrial Development Authority
of the City of Phoenix, Arizona
2201 East Camelback Road, Suite 405B
Phoenix, Arizona 85016
Email: jsalgado@phoenixida.com

with a copy to:




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Murray Boess
Chief Financial Officer
The Industrial Development Authority
of the City of Phoenix, Arizona
2201 East Camelback Road, Suite 405B
Phoenix, Arizona 85016
Email: mboess@phoenixida.com

and

Brigitte Finley Green, Esq.
Squire Patton Boggs (US) LLP
2325 East Camelback Road, Suite 700
Phoenix, Arizona 85014
FAX: (602) 253-8129
Email: brigitte.finleygreen@squirepb.com

Notices to the Maricopa Authority shall be sent to:

Shelby Scharbach
Executive Director
The Industrial Development Authority
of the County of Maricopa
8687 East Via de Ventura, Suite 306
Scottsdale, Arizona 85258
Email: shelby@mcida.com

with a copy to:

Gregg Gehlfi
Business Development Officer
The Industrial Development Authority
of the County of Maricopa
8687 East Via de Ventura, Suite 306
Scottsdale, Arizona 85258
Email: gregg@mcida.com

and

The Industrial Development Authority
of the County of Maricopa
Attn: Administrator
8687 East Via de Ventura, Suite 306
Scottsdale, Arizona 85258
Email: janis@mcida.com and mary@mcida.com

and




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Brigitte Finley Green, Esq.
Squire Patton Boggs (US) LLP
2325 East Camelback Road, Suite 700
Phoenix, Arizona 85014
FAX: (602) 253-8129
Email: brigitte.finleygreen@squirepb.com

A Notice shall be deemed received at the time it is personally served, on the day it is sent by
facsimile transmission or email, or, if mailed, five calendar days after the Notice is deposited in the United States
mail addressed as above provided. Any time period stated in a Notice shall be computed from the time the Notice
is deemed received. A party may change its address or the person to receive Notice by notifying the other parties
as provided in this paragraph. Notices sent by facsimile transmission or email shall also be sent by regular mail
to the recipient at the above address. This requirement for duplicate notice is not intended to change the effective
date of the Notice sent by facsimile transmission or email.

8.2 Severability. If any provision of this Agreement is declared void or unenforceable, the
provision shall be deemed severed from this Agreement, and the Agreement shall otherwise remain in full force
and effect.

8.3 Additional Acts and Documents. Each party agrees to do all things and take all actions,
and to make, execute and deliver other documents and instruments, as shall be reasonably requested to carry out
the provisions, intent and purpose of this Agreement.

8.4 Assignment. This Agreement may not be assigned.

8.5 Conflict of Interest. All parties acknowledge that this Agreement is subject to
cancellation pursuant to the provisions of Arizona Revised Statutes Section 38-511, as amended. By this
reference, the provisions of said statute are incorporated herein to the extent of their applicability to
contracts of the nature of this Agreement under the laws of the State.

8.6 Third Party Beneficiaries. The parties do not intend for any other party to be a
beneficiary under this Agreement.

8.7 Dispute Resolution.

8.7.1 In the event that a dispute arises under this Agreement that cannot be settled
through negotiation, the dispute shall be resolved (a) first by the parties trying in good faith to settle the dispute
by non-binding mediation, the mediation session to be held in Phoenix, Arizona, and to be commenced within
14 days of the appointment of a mediator by the parties, or (b) if the dispute cannot be settled by mediation, then
by arbitration pursuant to the Arizona Uniform Arbitration Act (A.R.S. § 12-1501 et seq.) the arbitration to be
held in Phoenix, Arizona, before a single arbitrator selected by the parties, and judgment on the award rendered
by the arbitrator may be entered in any court having jurisdiction. If the parties are unable to agree on a mediator
or an arbitrator, they agree to apply to the Superior Court for Maricopa County for the appointment of a mediator
or arbitrator. The prevailing party shall be entitled to payment or reimbursement of all of its reasonable fees and
expenses, including reasonable attorneys’ fees and expenses.

8.7.2 In the event of a dispute under this Agreement, an Authority is entitled to
recover only any fees, costs and expenses allocable to the Authority under Section 5.2.3 and any fees and
expenses payable under Section 8.7.1.

8.8 Counterparts. This Agreement may be executed in any number of counterparts, as such
counterparts shall be deemed to constitute one and the same instrument, and each counterpart is deemed an
original.


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Page 150
8.9 Governing Law. This Agreement is governed by the laws of the State.

9. Role of the City and the County.

9.1 Authorization and Consent. Each of the City and the County acknowledges that the
exercise of joint powers as set forth in this Agreement is in furtherance of the best interests of its respective
constituencies, and on this basis, each of the City and the County consents and agrees to the exercise of the joint
powers of each Authority, to the extent necessary, within its respective jurisdiction in accordance with the terms
and conditions set forth above.

9.2 Limit of Liability. Notwithstanding any provision here to the contrary, the parties
acknowledge and agree that neither the City nor the County shall have any pecuniary liability with respect to
(i) the development of the Series 2023 Program, (ii) the issuance and sale of the Series 2023 Program Bonds,
(iii) the administration of the Series 2023 Program, or (iv) any fees and expenses incurred by any of the parties
to this Agreement. This provision is a material inducement to each of the City and the County approving and
entering into this Agreement.



[Remainder of page intentionally left blank.]




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IN WITNESS WHEREOF, this Agreement has been executed as of the date and year first written above.

THE INDUSTRIAL DEVELOPMENT
AUTHORITY OF THE CITY OF PHOENIX,
ARIZONA, an Arizona nonprofit corporation


By:

Name: Juan Salgado

Its: Chief Executive Officer



APPROVED AS TO FORM IN ACCORDANCE
WITH A.R.S. § 11-952.D:



Squire Patton Boggs (US) LLP
Counsel to The Industrial Development
Authority of the City of Phoenix, Arizona




[PHOENIX AUTHORITY SIGNATURE PAGE TO
COOPERATIVE/INTERGOVERNMENTAL AGREEMENT]




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Page 152
THE INDUSTRIAL DEVELOPMENT
AUTHORITY OF THE COUNTY OF
MARICOPA, an Arizona nonprofit corporation


By:

Name: Shelby Scharbach

Its: Executive Director



APPROVED AS TO FORM IN ACCORDANCE
WITH A.R.S. § 11-952.D:



Squire Patton Boggs (US) LLP
Counsel to The Industrial Development
Authority of the County of Maricopa




[MARICOPA AUTHORITY SIGNATURE PAGE TO
COOPERATIVE/INTERGOVERNMENTAL AGREEMENT]




1097602350\1\AMERICAS

Page 153
CITY OF PHOENIX, a municipal corporation

JEFF BARTON, City Manager


By:




ATTEST:



City Clerk



APPROVED AS TO FORM IN ACCORDANCE
WITH A.R.S. § 11-952.D:



City Attorney




[CITY SIGNATURE PAGE TO
COOPERATIVE/INTERGOVERNMENTAL AGREEMENT]




1097602350\1\AMERICAS

Page 154
MARICOPA COUNTY


By:

Its:



ATTEST:




APPROVED AS TO FORM IN ACCORDANCE
WITH A.R.S. § 11-952.D:



Maricopa County Attorney




[COUNTY SIGNATURE PAGE TO
COOPERATIVE/INTERGOVERNMENTAL AGREEMENT]




1097602350\1\AMERICAS

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EXHIBIT A

PROGRAM SUMMARY




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The Industrial Development Authority of the City of Phoenix, Arizona and
The Industrial Development Authority of the County of Maricopa
$200 Million Series 2023 Single Family Mortgage Revenue Bond Program (the “Program”)
Program Summary
Dated September 27, 2023
The IDA Partnership
• The IDAs of the City of Phoenix and Maricopa County (the “IDAs”) have been joint issuers of tax-
exempt single family mortgage revenue bonds (“SFMRBs”) since 2000. To date, the IDAs have jointly
issued over $725 million in SFMRBs.
• The IDAs also jointly sponsor the non-bond, market priced Home in Five Advantage Program (the “HIFA
Program”).
Why Mortgage Revenue Bonds?
• Given current market conditions, “at market” mortgage loan rates and the HIFA Program’s mortgage
loan rates with assistance are significantly higher than in previous years, which makes it increasingly
difficult for homebuyers to qualify for a home purchase.
• Current market conditions for the issuance of SFMRBs under the Program (the “Program Bonds”) are
favorable: (i) a wide spread between tax-exempt and market (taxable) bond rates and (ii) an inverted
yield curve allowing bond proceeds to be invested at a rate of return close or equal to the bond yield
as Mortgage Loans are originated. Resulting loan rates are 1%-1.5% lower than market rate loan
options.

Preliminary cash flows for the initial series of Program Bonds (the “Series 2023A Bonds”) project a first
Mortgage Loan rate at or around 6.30%, with a 4% sized, deferred payment, forgivable, 0% interest
rate, Second Loan as down payment assistance, compared to a 7.28% “at market” loan rate with no
assistance (reported as of this date by Mortgage News Daily).

• The underlying first Mortgage Loans will be subject to IRS defined income limits and income
calculations (based on family size), purchase price limits and first-time homebuyer requirements,
which are currently:
Income Limit (by Family Size) Family of 2 or less Family of 3 or more Purchase Price Limit
Non-Targeted Borrowers $96,072 $112,200 $540,422
Targeted Borrowers $110,483 $130,900 $660,515

• The Program is viewed as a complement to, and not a substitute for, the HIFA Program, which offers
higher income limits and more flexible underwriting guidelines.
Program Participants
• Joint Issuers: The Industrial Development Authority of the City of Phoenix, Arizona and The
Industrial Development Authority of the County of Maricopa
• Issuers’ Counsel: Squire Patton Boggs (US) LLP
• Bond Counsel: Kutak Rock LLP
• Bond Trustee: U.S. Bank Trust Company, National Association
• Municipal Advisor: CSG Advisors
• Bond Underwriter: Stifel Nicolaus

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• Bond Underwriter’s Counsel: Greenberg Traurig, LLP
• Servicer: Lakeview Loan Servicing
• Program Administrator/Compliance Agent: eHousingPlus

Proposal – General Indenture
• The IDAs are seeking authorization to issue up to $200 million of Program Bonds over the next 3 years
pursuant to a “master” General Indenture. The Program Bonds will be approximately $25-$75 million
per series to allow for the repricing of the first Mortgage Loan rates from time to time in order to remain
competitive relative to market rates.
• The IDAs will apply for private activity volume cap for the $25-$30 million Series 2023A Bonds, which
are expected to be issued in November 2023. The additional $170-$175 million in volume cap will
be applied for at a later date and is subject to availability.

Bond and Mortgage Loan Structure
• The General Indenture allows for a significant amount of flexibility with respect to how the Program
Bonds are structured, including but not limited to the issuance of fixed rate serial bonds, par term
bonds and premium call-protected ‘planned amortization class’ (“PAC”) term bonds.
• The Program Bonds will qualify for an expected rating of no less than “Aa2” from Moody’s.
• The Program Bonds are limited obligations of the IDAs, secured solely by the pledged assets and
revenues. There is no recourse or liability to the IDAs.
• The General Indenture also allows for flexibility with respect to the first Mortgage Loans and the form
and terms of down payment assistance Second Loans offered.
Series 2023A Bonds will include only FHA insured and VA guaranteed first Mortgage Loans but future
Program Bonds are likely to allow RD guaranteed, Fannie Mae and/or Freddie Mac eligible first
Mortgage Loans.

Series 2023A Bonds will provide a Second Loan (4% of the first Mortgage Loan amount), with a
stated interest rate of 0%, for which principal is deferred, due in full upon sale or refinance but
forgiven in full on the 7-year anniversary date.

• Once the Program Bonds are issued, proceeds will be invested in qualified investments or a qualified
investment vehicle and used to purchase, over a 6-12 month period, mortgage backed securities
(“MBS”), guaranteed as to timely payment by GNMA, Fannie Mae or Freddie Mac.

IDA Financial Contribution
• Once the Program Bonds are issued, the available sources of funds are applied against the total
uses of funds. In the event of a shortfall, an issuer contribution will be required. The IDAs are
initially committing up to $7 million each from their own resources for the entire $200 million
Program (the “IDA Contribution”). Expected sources and uses of funds for the Series 2023A Bonds
are as follows:




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Page 158
Sources of Funds Uses of Funds
Bonds Issued $30,000,000 Acquisition of GNMA MBS [1] $30,000,000
PAC Bond Premium 1,114,400 Down Payment Assistance (4%) [1] 1,200,000
Servicer Contribution (1%) 300,000 Lender Compensation (1.5%) [1] 450,000
IDA Contribution 1,755,600 Capitalized Interest [2] 950,000
Cash Flow Lag (0.60%) [3] 180,000
Bond Issuance Costs 390,000
Total Sources of Funds $33,170,000 Total Uses of Funds $33,170,000
[1] MBS are purchased by the Bond Trustee at a 104.5 price.
[2] This assumes a 0% Series 2023A Bond proceeds reinvestment rate.
[3] This covers the accrued interest on the MBS purchased


• Currently, there are no investment vehicles for bond proceeds offering a guaranteed fixed rate return
that satisfies rating agency requirements. Therefore, for Series 2023A Bonds cash flow purposes the
rating agencies will require the assumption of a 0% reinvestment rate.
• Series 2023A Bond proceeds can still be invested in attractive qualified money market funds. Current
money market returns are in the 5% range.

For Series 2023A Bonds, of the $1.8 million projected as the IDA Contribution, as much as $750,000
could be recouped from investment earnings during the MBS acquisition period. The remaining
“unreimbursed” portion of the IDA Contribution may be recouped over time from ongoing fees paid to the
IDAs while the Program Bonds are outstanding, as well as surplus funds after the Program Bonds are
redeemed in full.


“Unreimbursed” Portion of the IDA Contribution/Net Economic Benefit
• For each series of Program Bonds, the Municipal Advisor will provide the IDAs with the following:
o the IDA Contribution required;
o a projection on the reimbursement of the IDA Contribution the IDAs may expect from
reinvestment earnings subject to release after the loan origination period; and
o a projection on the ongoing issuer fee from cash flow and the surplus after that series of
Program Bonds are redeemed in full (in present value terms) in relation to the
“unreimbursed” amount of the IDA Contribution (the “Net Economic Benefit”).

For Series 2023A Bonds, cash flow projections indicate that the sum of the cash flows generated from the
ongoing issuer fee and the surplus after the Series 2023A Bonds are redeemed in full, less the
unreimbursed portion of the IDA Contribution, are summarized as follows:




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Page 159
Loan Prepayment Speed
Revenue Source to the IDAs 100% PSA 150% PSA 200% PSA 300% PSA 400% PSA
Ongoing IDA Fee (.20%) $491,693 $413,456 $355,730 $277,977 $229,014
Surplus after Bonds Redeemed 1,634,206 1,431,805 1,388,849 1,219,163 1,018,845
Less: IDA Unreimbursed Contribution (1,005,600) (1,005,600) (1,005,600) (1,005,600) (1,005,600)
Net PV Economic Benefit $1,120,299 $839,661 $688,979 $491,540 $242,259
As a % of the Bonds Issued 3.7% 2.8% 2.3% 1.6% 0.8%


Net Economic Benefit to the IDAs
• See attached Exhibit for Municipal Advisor projections on the “reimbursed” and “unreimbursed” IDA
Contribution for the $200,000,000 of Program Bonds issued.



Home in Five Platinum Program
- The Loan Origination Process -



Lender Network
• The IDAs will solicit existing HIFA Program originating lenders to gauge their interest in signing a
Master Mortgage Purchase Agreement and offering the “Home in Five Platinum Program” to eligible
borrowers.
• Participating lenders (“Lenders”) must also be approved as correspondent lenders with Lakeview
Loan Servicing (the “Servicer”), which will purchase all first Mortgage Loans and receive the Second
Loans (which are originated in the names of the IDAs) from the Lenders for servicing for the IDAs.
• Lenders must abide by the IDAs’ Program guidelines and the Servicer’s Lender Guide.
Bond Series Release Date and Loan Applications
Once a series of Program Bonds are priced:
• Lenders will be notified of all key series information, including but not limited to the availability of
funds, the applicable income limits and purchase price limits, the first Mortgage Loan rate, the size
and terms of the Second Loan and the timeframe (dates) during which loans may be submitted to the
Servicer for purchase.
• Lenders may begin accepting borrower applications per Program eligibility guidelines.
• Lenders will rate lock (60 day commitments) through the eHousingPlus on-line lender portal.
• Within 45 days of the rate lock, the first Mortgage Loans must have been underwritten by the Lender.
• Within 60 days of rate lock, the first Mortgage Loans will close and fund. The Lender will advance the
Second Loan assistance for the benefit of the Borrower(s) on behalf of the IDAs.




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Pre-Purchase Compliance Review by eHousingPlus
• After the loan closing, Lenders will submit a file of loan documents to eHousingPlus for review to
ensure that the Mortgage Loan meets the federal/state rules, specifically:
o The household income does not exceed the applicable income limit
o The First Time Homebuyer requirement is met (unless exempt)
o All required affidavits and certifications are accurate and signed
o Arizona set-aside rules for low income and manufactured housing are met, and federal rules
for targeted area requirements are met
Lender Compensation (2.5% total)
• Lenders are permitted to charge the Borrower an Origination Fee of up to 1%. Additionally, Lenders
may charge “customary and reasonable” per loan fees (appraisal, title, credit reports, etc.).
• The Servicer will pay Lenders 1.5% as first Mortgage Loans are purchased.
Loan Aggregation and Pooling into Securities/Delivery to the Bond Trustee
• First Mortgage Loans will be pooled into MBS and delivered to the Bond Trustee, delivery versus
payment, at a stated approximate 104.5% purchase price.
• Lenders will provide the Servicer with representations and warranties that the first Mortgage Loan is
eligible for such pooling.




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EXHIBIT

2023A 2024A 2024B 2024C Calendar Years
Issue #1 Issue #2 Issue #3 Issue #4 2025-26 TOTAL

Bond Par Amount $ 30,000,000 $ 50,000,000 $ 50,000,000 $ 70,000,000 TBD $ 200,000,000

Sources of Funds
Bond Premium Raised* 3.71% 1,114,400 1,857,000 1,857,000 2,600,000 7,428,400

Uses of Funds
DPA Needed 4.0% 1,200,000 2,000,000 2,000,000 2,800,000 8,000,000
Neg Arb Reserve* 3.2% 950,000 1,583,000 1,583,000 2,217,000 6,333,000
Cash Flow Lag* 0.6% 180,000 300,000 300,000 420,000 1,200,000
Add'l SRP Deposit** 0.5% 150,000 250,000 250,000 350,000 1,000,000
Costs of Issuance* 1.3% 390,000 650,000 650,000 910,000 2,600,000
TOTAL USES OF FUNDS $ 2,870,000 $ 4,783,000 $ 4,783,000 $ 6,697,000 $ 19,133,000

IDA Contribution (Gross) $ 1,755,600 $ 2,926,000 $ 2,926,000 $ 4,097,000 $ 11,704,600
Less Reimbursement of Neg Arb Funds (950,000) (1,583,000) (3,800,000) (6,333,000)
IDA Contribution (Net) $ 1,755,600 $ 2,926,000 $ 1,976,000 $ 2,514,000 $ (3,800,000) $ 5,371,600
from 2024B
and 2024C
* Estimates
** Represents the difference in the additional lender comp (1.5%) and the estimated SRP received from the Servicer (1.00%).




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ATTACHMENT D

THIS IS A DRAFT COPY ONLY AND IS NOT AN OFFICAL COPY OF THE
FINAL ADOPTED RESOLUTION

RESOLUTION NO. ______


A RESOLUTION APPROVING THE ISSUANCE BY
THE INDUSTRIAL DEVELOPMENT AUTHORITY OF
THE CITY OF PHOENIX, ARIZONA, OF SINGLE
FAMILY MORTGAGE REVENUE BONDS, IN ONE
OR MORE SERIES PURSUANT TO A PLAN OF
FINANCE, IN AN AGGREGATE PRINCIPAL
AMOUNT NOT TO EXCEED $200,000,000, TO
FINANCE THE SERIES 2023 SINGLE FAMILY
MORTGAGE REVENUE BOND PROGRAM OF THE
INDUSTRIAL DEVELOPMENT AUTHORITY OF THE
CITY OF PHOENIX, ARIZONA AND THE
INDUSTRIAL DEVELOPMENT AUTHORITY OF THE
COUNTY OF MARICOPA, AND APPROVING A
COOPERATIVE/ INTERGOVERNMENTAL
AGREEMENT, THE STANDARDS AND
REQUIREMENTS AND THE GENERAL PLAN
RELATING TO THE PROGRAM AND THE BONDS;
AUTHORIZING THE CITY MANAGER OR HIS
DESIGNEE TO EXECUTE ALL NECESSARY
DOCUMENTS

___________________


WHEREAS, The Industrial Development Authority of the City of Phoenix,

Arizona (the “Phoenix Authority”), is a nonprofit corporation designated a political

subdivision of the State of Arizona (the “State”) incorporated with the approval of

the City of Phoenix, Arizona (the “City”); and


WHEREAS, The Industrial Development Authority of the County of

Maricopa (the “Maricopa Authority” and, together with the Phoenix Authority, the

“Authorities”) is a nonprofit corporation designated a political subdivision of the


4887-0962-3165.5

Page 163
State incorporated with the approval of Maricopa County, Arizona (“Maricopa

County”); and


WHEREAS, Title 35, Chapter 5, of the Arizona Revised Statutes, Sections

35-701 et seq., as amended (the “Act”), authorizes the Authorities and each of

them to issue revenue bonds to finance directly or indirectly the acquisition,

construction, improvement or equipping of projects which are owner-occupied

single-family dwelling units to be occupied by persons of low and moderate

income; and


WHEREAS, the Authorities, the City and Maricopa County will enter into an

agreement (the “Cooperative/Intergovernmental Agreement”) providing for the

Authorities’ cooperation in jointly issuing bonds in an aggregate principal amount

not to exceed $200,000,000 (the “Series 2023 Program Bonds”) to finance their

Series 2023 Single Family Mortgage Revenue Bond Program (the “Series 2023

Program”) to finance directly or indirectly the acquisition, construction,

improvement or equipping of projects which are owner-occupied single-family

dwelling units to be occupied by persons of low and moderate income throughout

the area within Maricopa County (the “Project”) and providing that the combined

jurisdictions of the Phoenix Authority and the Maricopa Authority will be the

jurisdiction of both of the Authorities for purposes of the Series 2023 Program; and


WHEREAS, Section 35-706(D) of the Act provides that the Standards and

Requirements adopted by the Authorities for the Series 2023 Program and the

Series 2023 Program Bonds requires the approval of the Council of the City; and


2 Resolution No. ____
4887-0962-3165.5

Page 164
WHEREAS, Section 35-726(A) of the Act provides that the General Plan

adopted by the Authorities for the Series 2023 Program and the Series 2023

Program Bonds requires the approval of the Council of the City; and


WHEREAS, the Phoenix Authority, by Resolution No. 2023-14, duly

adopted by the Board of Directors of the Phoenix Authority at a lawful meeting

called and held on September 21, 2023, granted approval to the issuance and sale

by the Phoenix Authority, jointly with the Maricopa Authority, of one or more series

of the Series 2023 Program Bonds pursuant to a plan of finance in an aggregate

principal amount not to exceed $200,000,000; and


WHEREAS, 35-721(B) of the Act provides that the proceedings of the

Phoenix Authority under which the Series 2023 Program Bonds are to be issued

require the approval of the Council of the City for the issuance of the Series 2023

Program Bonds; and


WHEREAS, Section 147(f) of the Internal Revenue Code of 1986, as

amended (the “Code”) requires that an “applicable elected representative” (as that

term is defined in the Code) approve the issuance of the Series 2023 Program

Bonds and the plan of finance for the Project following a public hearing, which

public hearing was jointly held by the Phoenix Authority and the Maricopa Authority

on October 10, 2023; and


WHEREAS, information regarding the Series 2023 Program and the Series

2023 Program Bonds has been presented to the Council of the City; and



3 Resolution No. ____
4887-0962-3165.5

Page 165
WHEREAS, it is intended that this Resolution shall constitute approval by

the Council of the City pursuant to Sections 35-706(D), 35-726(A) and 35-721(B)

of the Act and of the “applicable elected representative” as defined in Section

147(f) of the Code with respect to the Series 2023 Project Bonds.


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

OF PHOENIX, ARIZONA as follows:


SECTION 1. The Cooperative/Intergovernmental Agreement relating to the

Series 2023 Program is hereby approved. The City Manager, or his designee, is

hereby authorized to execute the Cooperative/Intergovernmental Agreement. The

Cooperative/Intergovernmental Agreement is to be in substantially the form now

before the Council at this meeting and hereby approved, or with such changes

therein as shall be approved by the City Manager, or his designee, the officers of

the Authorities executing the same and by all other necessary parties, their

execution thereof to constitute conclusive evidence of their approval of any and all

changes or revisions therein from the form of the Cooperative/Intergovernmental

Agreement now before this Council.


SECTION 2. The Standards and Requirements adopted by the Authorities

for the Series 2023 Program and the Series 2023 Program Bonds are hereby

approved. The Standards and Requirements are to be in substantially the form

now before the Council at this meeting and hereby approved, or with such changes

therein as shall be approved by the officers of the Authorities executing the same

and by all other necessary parties, their execution thereof to constitute conclusive


4 Resolution No. ____
4887-0962-3165.5

Page 166
evidence of their approval of any and all changes or revisions therein from the form

of the Standards and Requirements now before this Council.


SECTION 3. The General Plan adopted by the Authorities for the Series

2023 Program and the Series 2023 Program Bonds is hereby approved. The

General Plan is to be in substantially the form now before the Council at this

meeting and hereby approved, or with such changes therein as shall be approved

by the officers of the Authorities executing the same and by all other necessary

parties, their execution thereof to constitute conclusive evidence of their approval

of any and all changes or revisions therein from the form of the General Plan now

before this Council.


SECTION 4. The proceedings of the Phoenix Authority under which the

Series 2023 Program Bonds are to be issued are hereby approved.


SECTION 5. The issuance of the Series 2023 Program Bonds and the plan

of finance for the Project are hereby approved for purposes of Section 147(f) of the

Code.


SECTION 6. The City Manager, or his designee, is hereby authorized to

execute all necessary documents.


SECTION 7. Notice of Arizona Revised Statutes Section 38-511 is hereby

given. The provisions of that statute are by this reference incorporated herein to

the extent of their applicability to matters contained herein under the laws of the

State.


5 Resolution No. ____
4887-0962-3165.5

Page 167
PASSED BY THE COUNCIL OF THE CITY OF PHOENIX, ARIZONA this

18th day of October, 2023.



Mayor

ATTEST:


City Clerk


APPROVED AS TO FORM:


Acting City Attorney


REVIEWED BY:


City Manager




6 Resolution No. ____
4887-0962-3165.5

Page 168



Report

Elevator and Escalator Maintenance IFB PCC 22-006 - Request for Award
(Ordinance S-50243)

Request to authorize the City Manager, or his designee, to enter into a contract with
TK Elevator Corporation to provide complete elevator and escalator maintenance and
repair services for the Phoenix Convention Center Department. Further request to
authorize the City Controller to disburse all funds related to this item. The total value of
the contract will not exceed $5 million.

Summary
This contract will provide preventative and predictive maintenance, repair services,
and inspections, as required, for 42 traction and hydraulic elevators, 28 escalators,
and five stage/wheelchair lifts located throughout Phoenix Convention Center
Department facilities.

Procurement Information
An Invitation for Bid procurement was processed in accordance with City of Phoenix
Administrative Regulation 3.10.

Three vendors submitted bids deemed to be responsive to posted specifications and
responsible to provide the required goods and services. Following an evaluation based
on price, the procurement officer recommends award to the following vendor:

Selected Bidder:
TK Elevator Corporation: $47,368.78 - Monthly

Additional Bidders:
Otis Elevator Company $48,230 - Monthly
Kone Inc. $64,892 - Monthly

Contract Term
The contract will begin on or about Dec. 1, 2023, for a five-year term with no options to
extend.




Page 169

Financial Impact
The aggregate contract value will not exceed $5 million.

Funding is available in the Phoenix Convention Center Department's operating budget.

Location
General Location: Phoenix Convention Center and Venues
Council Districts: 7 and 8

Responsible Department
This item is submitted by Deputy City Manager John Chan and the Phoenix
Convention Center Department.




Page 170



Report

Event Security Services Contract - Request for Award (Ordinance S-50244)

Request to authorize the City Manager, or his designee, to enter into a contract with
Pride Group, LLC. to provide event security services for the Phoenix Convention
Center and Venues. Further request to authorize the City Treasurer to accept, and the
City Controller to disburse, all funds related to this item. The gross sales for the
contract are estimated to produce $9,701,629 over the five-year term, resulting in
approximately $776,130 in revenue to the City.

Summary
This contract will provide event security services to the Phoenix Convention Center
Department (PCCD) clients. Services include exclusive event security services for
shows open to the general public and non-exclusive event security for events not open
to the general public. On a limited basis, event security services are provided for
PCCD or other City departments for various City-sponsored events.

Procurement Information
A Revenue Contract Solicitation procurement was processed in accordance with City
of Phoenix Administrative Regulation 3.10.

Five vendors submitted responses and were evaluated after deemed to be responsive
and responsible.

The evaluation panel recommendations were reached by consensus in consideration
of published selection criteria with total points ranging from 0 - 1,000:

Method of Approach (0-300 points)
Company Resources (0-300 points)
Qualifications and Experience (0-200 points)
Financial Return to the City (0-200 points)

The following Proposer is selected for award:

Selected Vendor
Pride Group, LLC. - 964.20


Page 171


Additional Proposers:
Contemporary Services Corporation - 849
Best Crowd Management - 601.40
Providers International - 435
Professional Protection Services International - 319.60

Contract Term
The contract will begin on or about Jan. 1, 2024, for a five-year term with no options to
extend.

Financial Impact
The Contractor will pay eight percent commission over the five-year term, resulting in
approximately $776,130 in revenue to the City.

Location
General Location Phoenix Convention Center and Venues
Council Districts: 7 and 8

Responsible Department
This item is submitted by Deputy City Manager John Chan and the Phoenix
Convention Center Department.




Page 172



Report

Fire Department Mutual Aid Agreement for Palo Verde Nuclear Generating
Station (Ordinance S-50272)

Request City Council authorization for the City Manager, or his designee, to enter into
an agreement with Arizona Public Service Company (APS) as operating agent for Palo
Verde Nuclear Generating Station. Further request authorization for the City Treasurer
to accept all funds related to this item.

Summary
The purpose of this agreement is for the Phoenix Fire Department to provide back-up
fire suppression services at Palo Verde Nuclear Generating Station (PVNGS), and for
PVNGS to provide technical expertise to Fire staff in the event of a radiological or
related emergency, or in planning for these types of emergencies. In addition, PVNGS
and Fire staff will participate in joint drills and exercises, training programs, pre-
incident planning, post-incident critique, and other activities to enhance safe and
effective emergency operations when practical and feasible to participate.

Contract Term
The agreement shall commence on Jan. 1, 2024, and shall remain in effect through
Dec. 31, 2028.

Financial Impact
PVNGS will reimburse the City of Phoenix for all services per the terms of the
agreement.

Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Fire Department.




Page 173



Report

Arizona Criminal Justice Commission Project Safe Neighborhoods Grant
(Ordinance S-50236)

Request retroactive authorization for the City Manager, or his designee, to allow the
Police Department to apply for, accept, and enter into an agreement with the Arizona
Criminal Justice Commission (ACJC) for the Project Safe Neighborhoods (PSN) grant.
Funding provided under this grant will not exceed $13,500. Further request
authorization for the City Treasurer to accept, and the City Controller to disburse, all
funds related to this item.

Summary
The PSN grant is a nationwide initiative that brings together federal, state, local, tribal
and territorial law enforcement officials, prosecutors, community-based partners and
other stakeholders to identify the most pressing violent crime problems in a community
and develop comprehensive solutions to address them.

The U.S. Department of Justice, Bureau of Justice Assistance, has awarded each
State funding to implement a PSN Project within their jurisdiction. The Police
Department is applying for funding in the amount of $13,500 for communications and
surveillance equipment that will assist Violent Crimes detectives in investigating and
solving crimes. City Council request was paused while the ACJC reviewed and
approved the proposed use of grant funds.

Contract Term
The contract began on April 11, 2023 and will terminate on Dec. 30, 2023.

Financial Impact
The amount of funding available is $13,500. No matching funds are required.

Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Police Department.




Page 174



Report

Intergovernmental Agreement for Facility Access and Usage of Phoenix Police
Department Emergency Operations Center (Ordinance S-50268)

Request retroactive authorization for the City Manager, or his designee, to authorize
the Police Department to enter into an agreement with the Maricopa County Sheriff's
Office to use the City's driving track to train their cadets and officers on proper driving
techniques.

Summary
The Maricopa County Sheriff's Office (MCSO) does not have a location to provide
proper driving techniques to their cadets and officers and have utilized the Phoenix
Police Department's Emergency Vehicle Operation Center to train their cadets and
officers for several years.

The use of the driving track does not interfere with any training involving Phoenix
Police personnel and does not use any Phoenix Police vehicles. MCSO provides their
own vehicles when training their cadets and/or officers as well as provides additional
driving instructors to assist Phoenix Police training, specifically driving instructor school
training.

Contract Term
The Intergovernmental Agreement will be effective for one year beginning Aug. 9,
2023, terminating on Aug. 8, 2024.

Financial Impact
There is no financial impact to the City of Phoenix.

Location
Emergency Vehicle Operation Center
8645 W. Broadway Rd. Tolleson, Ariz. 85353
Council District: 7

Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Police Department.



Page 175



Report

Airport Security Guard Services Contracts AVN RFP 23-033 - Request for Award
(Ordinance S-50247)

Request to authorize the City Manager, or his designee, to enter into contracts with
Covenant Aviation Security, LLC and Universal Protection Security Systems, LP dba
Allied Universal Security Services to provide airport security guard services for the
Aviation Department. Further request to authorize the City Controller to disburse all
funds related to this item. The total value of the contracts will be up to $45 million.

Summary
These contracts will provide licensed, unarmed uniformed security guards, equipment,
supplies and supervision as necessary to provide high quality security services on an
as-needed basis for Phoenix Sky Harbor International Airport (PHX), Phoenix Deer
Valley Airport (DVT), and Goodyear Airport (GYR) and their owned and maintained
facilities. PHX is regulated under the Code of Federal Regulations Title 49, Parts 1500
through 1580. As a regulated entity, the Transportation Security Administration requires
airports to maintain a federally-approved Airport Security Plan. The scope of security
services in these contracts are necessary to ensure compliance with the approved
plan.

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

Four vendors submitted proposals and three proposals were deemed responsive and
responsible for both Group 1 (Regulatory - External) and Group 2 (Regulatory -
Internal) contracting opportunities. An evaluation committee of City staff and airport
stakeholders evaluated the proposals based on the following criteria with a maximum
possible point total of 1,000:

Business and Operations Plan and Method of Approach to Scope of Work (0-350
points)
Company Qualifications and Experience (0-275 points)
General Manager Qualifications and Experience (0-225 points)
Fee Schedule (0-150 points)


Page 176


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

Group 1 - Airport Security Guard Services (Regulatory - External)
Covenant Aviation Security, LLC - 947.5 points

Group 2 - Airport Security Guard Services (Regulatory - Internal)
Universal Protection Security Systems, LP dba Allied Universal Security Services -
947.75 points

Contract Term
The contracts will begin on or about Jan. 1, 2024, for a two-year term with three one-
year options to extend at the sole discretion of the Director of Aviation Services.

Financial Impact
The total contract value will not exceed $45 million for the five-year term.

Funding is available in the Aviation Department Operating Budget.

Concurrence/Previous Council Action
The Phoenix Aviation Advisory Board (PAAB):
• Recommended approval of this item on Sept. 21, 2023, by a vote of 6-0.

Location
Phoenix Sky Harbor International Airport, 2485 E. Buckeye Road
Phoenix Deer Valley Airport, 702 W. Deer Valley Road
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.




Page 177



Report

Escalator Cleaning Services IFB 20-002 - Amendment (Ordinance S-50250)

Request to authorize the City Manager, or his designee, to execute an amendment to
Contract 155470 with West Coast Escalator Cleaning, Inc. to add the Aviation
Department for deep cleaning of the escalators and moving walkways at Phoenix Sky
Harbor International Airport. Further request to authorize the City Controller to disburse
all funds related to this item. The additional expenditures will be up to $377,500.

Summary
This contract will provide all equipment, labor, and supplies required to deep clean the
escalators and moving walkways located at the Phoenix Convention Center and
Phoenix Sky Harbor International Airport on an as needed basis. Cleaning service will
include removing excess grease on the escalators and moving walkways to prevent
slipping hazards for the traveling public.

Contract Term
The Contract term remains unchanged, ending on Nov. 30, 2026.

Financial Impact
Upon approval of $377,500 in additional funds, the revised total value of the Contract
will be up to $755,000. Funds are available in the Aviation and Phoenix Convention
Center departments' budgets.

Concurrence/Previous Council Action
The City Council previously reviewed this request:
• Escalator Cleaning Service Contract No. 155470 (Ordinance S-48026) on Oct. 27,
Location
Phoenix Convention Center, 100 N. 3rd St.
Phoenix Sky Harbor International Airport, 2485 E Buckeye Road
Council Districts: 7 and 8

Responsible Department
This item is submitted by Deputy City Managers John Chan and Mario Paniagua,
and the Phoenix Convention Center and Aviation departments.


Page 178



Report

Terminal 4 South 1 Concourse Retail Concessions Phase II at Phoenix Sky
Harbor International Airport - Request for Award (Ordinance S-50253)

Request to authorize the City Manager, or his designee, to execute a lease agreement
with Paradies Lagardere @ PHX 2022 LLC dba Paradies Lagardere (Paradies) for the
development, operation, and management of retail concessions in the new Terminal 4
South 1 (T4S1) Concourse at Phoenix Sky Harbor International Airport (PHX) with a
term of 10 years with no options to extend. Further request to authorize the City
Manager, or his designee, to execute a lease of up to 1,500 square feet as additional
support space in Terminal 4 for Paradies's operational needs. Further request to
authorize the City Treasurer accept all funds related to this item.

Summary
On March 17, 2021, the Phoenix City Council authorized the Aviation Department to
issue a revenue contract solicitation (RCS) for retail concessions in new T4S1
Concourse. The RCS was divided into two contract award phases. Phase One of the
RCS was issued on May 27, 2021, and contract awards were approved on Dec. 2,
2021, for two retail concession operations to Marshall Retail Group LLC dba Uptown
Phoenix and InMotion. This action is for award of Phase Two.

The goals of the RCS were to optimize sales and revenue over the term of the lease,
provide quality and unique retail merchandise to passengers, emphasize local culture
in the design of the facility, and select respondents with experience operating
successful retail concessions in the U.S. and abroad.

Procurement Information
The Aviation Department issued Phase Two of the RCS on Sept. 21, 2022, and
responses were due on Dec. 9, 2022. Two responses were received and deemed
responsive and responsible. The evaluation panel met for the initial consensus
meeting on Feb. 21, 2023, and respondent interviews were held on March 9, 2023.
The panel's award recommendation was published on the City's public award website
on April 11, 2023. The RCS was processed in accordance with Administrative
Regulation 3.10.




Page 179

An evaluation panel evaluated the responses based on the following published criteria
in the RCS with total points ranging from 0 to 1,000:
· Proposed concepts and merchandise plans for each concessions space 0-250
points
· Design and quality of tenant improvements 0-200 points
· Management, marketing, operations, and technology plans 0-200 points
· Experience and qualifications of the Respondent 0-150 points
· Proposed business plan 0-100 points
· Financial return to the City 0-100 points

The consensus score and ranking for each respondent by the evaluation panel is
shown below in consideration of the above criteria:

Respondent Points
Paradies Lagardere @ PHX 2022 LLC dba Paradies Lagardere 925
HG PHX Concessions JV dba Hudson 835

The evaluation panel selected for award: Paradies Lagardere @ PHX 2022 LLC dba
Paradies Lagardere

Public Outreach
The RCS process included all standard and required outreach efforts, including
advertising in aviation industry publications.

Contract Term
The term of the lease will be 10 years with no options to extend.

Financial Impact
The estimated annual revenue to the City will be the established minimum annual
guarantee (MAG) or percentage of gross sales, whichever is greater. MAG for the first
year will be $400,000. The MAG will be adjusted annually thereafter at 85 percent of
the prior year's annual rent or 100 percent of MAG for the first Lease year, whichever
is greater.

Concurrence/Previous Council Action
The Phoenix Aviation Business and Development Subcommittee recommended
approval of this item on Aug. 3, 2023, by a vote of 2-0 and the Phoenix Aviation
Advisory Board recommended approval of the item on Aug. 17, 2023, by a vote of 7-0.
The Transportation, Infrastructure and Planning Subcommittee recommended approval
of this item on Sept. 20, 2023, by a vote of 3-0.


Page 180


Location
Phoenix Sky Harbor International Airport - 2485 E. Buckeye Road
Council District: 8

Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Aviation
Department.




Page 181



Report

Terminal 4 South 1 Concourse Food and Beverage Concessions Phase II at
Phoenix Sky Harbor International Airport - Request for Award (Ordinance S-
50255)

Request to authorize the City Manager, or his designee, to execute a lease agreement
with PHX S1 Restaurant Partners, LLC. for the development, operation, and
management of food and beverage concessions in the new Terminal 4 South 1 (T4 S1)
Concourse at Phoenix Sky Harbor International Airport for 10 years with no options to
extend. Further request to authorize the City Manager, or his designee, to lease up to
1,500 square feet as additional support space in T4 for PHX S1 Restaurant Partners,
LLC's operational needs. Further request to authorize the City Treasurer accept all
funds related to this item.

Summary
On March 17, 2021, Phoenix City Council authorized the Aviation Department to issue
a revenue contract solicitation (RCS) for food and beverage concessions in the new T4
S1 Concourse. The RCS was divided into two contract award phases. Phase One of
the RCS was issued on May 27, 2021, and contract awards were approved on March
2, 2022, for two food and beverage concession operations to The Grove, Inc. and
Emerging Domestic Market Ventures, LLC. This action is for award of Phase Two.

The goals of the RCS were to optimize sales and revenue over the term of the lease,
provide quality food and beverage offerings to passengers, emphasize local culture in
the design of the facility, and select respondents with experience operating successful
food and beverage concessions in the United States and aboard.

Procurement Information
The Aviation Department issued Phase Two of the RCS on Sept. 21, 2022, and
responses were due on Dec. 9, 2022. Three responses were received, and all
responses were deemed responsive and responsible. The evaluation panel met for the
initial consensus meeting on Feb. 14, 2023, and respondent interviews were held on
March 20, 2023. The panel's award recommendation was posted on the City's public
award website on April 11, 2023. The RCS was processed in accordance with
Administrative Regulation 3.10.



Page 182

An evaluation panel evaluated the responses based on the following published criteria
in the RCS with total points ranging from 0 to 1,000:
Proposed concepts and menu plans for each concessions space 0-250 points
Design and quality of tenant improvements 0-225 points
Management, marketing, operations, and technology plans 0-175 points
Experience and qualifications of the respondent 0-150 points
Proposed business plan 0-100 points
Financial return to the City 0-100 points

The consensus score and ranking for each respondent by the evaluation panel is
shown below in consideration of the above criteria:

Respondents Points
PHX S1 Restaurant Partners, LLC. 980
SSP America, Inc. 935
High Flying Foods PHX, LLC. 900

The evaluation panel selected for award: PHX S1 Restaurant Partners, LLC.

Public Outreach
The RCS solicitation process included all standard and required outreach efforts,
including advertising in aviation industry publications.

Contract Term
The term of the Lease will be 10 years with no options to extend.

Financial Impact
The estimated annual revenue to the City will be the established minimum annual
guarantee (MAG) or percentage of gross sales, whichever is greater. MAG for the first
year will be $344,625. The MAG will be adjusted annually thereafter at 85 percent of
the prior year's annual rent or 100 percent of MAG for the first lease year, whichever is
greater.

Concurrence/Previous Council Action
The Phoenix Aviation Business and Development Subcommittee recommended
approval of this item on Aug. 3, 2023, by a vote of 2-0 and the Phoenix Aviation
Advisory Board recommended approval of the item on Aug. 17, 2023, by a vote of 7-0.
The City Council Transportation, Infrastructure, and Planning Subcommittee
recommended approval of this item on Sept. 20, 2023, by a vote of 3-0.




Page 183

Location
Phoenix Sky Harbor International Airport - 2485 E. Buckeye Road
Council District: 8

Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Aviation
Department.




Page 184



Report

Hangar Lease Amendments with State of Arizona Department of Public Safety at
Phoenix Sky Harbor International Airport (Ordinance S-50265)

Request to authorize the City Manager, or his designee, to amend Corporate Hangar
Lease 142410 and Executive Hangar Lease 152019 with the State of Arizona
Department of Public Safety at Phoenix Sky Harbor International Airport to extend the
Term until Jan. 31, 2026, with two one-year options.

Summary
State of Arizona Department of Public Safety (DPS) entered into Corporate Hangar
Lease 142410 in April 2016 and Executive Hangar Lease 152019 in March 2020.
Lease 142410 is scheduled to terminate in October 2024 and Lease 152019 is
scheduled to terminate in February 2024. DPS is requesting that the Leases be
extended until Jan. 31, 2026, with two one-year options. The hangars are used for the
storage and allowed maintenance of DPS’s approved aircraft and for no other use or
purpose without the consent of the Director of Aviation Services.

Contract Term
The amended lease term will be extended until Jan. 31, 2026, with two one-year
options to extend that may be exercised at the sole discretion of the Director of
Aviation Services.

Financial Impact
Current rent for Lease 142410 is approximately $143,965 per year ($11,997 monthly)
and Lease 152019 is approximately $17,663 per year ($1,472 monthly). Combined
annual rent is approximately $161,628 ($13,469 monthly). Rent will be adjusted per
the Phoenix-Mesa-Scottsdale Consumer Price Index or three percent, whichever is
greater, each year of the extension. The total anticipated revenue over the extension, if
all options are exercised, will be approximately $537,067.

Concurrence/Previous Council Action
The City Council approved:
· Lease 142410 (Ordinance S-40238) on Oct. 2, 2013;
· Lease 142410 - Amendment (Ordinance S-46941) on Sept. 16, 2020; and



Page 185

· Lease 152019 (Ordinance S-46215) on Dec. 2, 2019.

The Phoenix Aviation Advisory Board recommended approval of this item on Sept. 21,
2023, by a vote of 6-0.

Location
Phoenix Sky Harbor International Airport - 2615 & 2629 E. Air Lane
Council District: 8

Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Aviation
Department.




Page 186



Report

Passenger Boarding Bridges Maintenance and Repair Services Contract AVN
RFP 23-035 - Request for Award (Ordinance S-50267)

Request to authorize the City Manager, or his designee, to enter into a contract with
Oxford Electronics, Inc dba Oxford Airport Technical Services to provide passenger
boarding bridge maintenance and repair services for the Aviation Department. Further
request to authorize the City Controller to disburse all funds related to this item. The
total value of the contract will be up to $6,475,000.

Summary
This contract will provide passenger boarding bridge (PBB) repair and maintenance
services at Phoenix Sky Harbor International Airport. The contractor will manage and
service the PBB system and is required to have the PBB system fully operational 24
hours a day, 7 days a week, 365 days a year. The contractor will provide preventative
maintenance as specified in the Original Equipment Manufacturer maintenance
manuals for all PBB equipment to ensure protection of all passengers, peak
performance, and minimal downtime.

Procurement Information
In accordance with Administrative Regulation 3.10 a Request for Proposal was issued
and one proposal was received and deemed responsive and responsible.

An evaluation committee of City staff evaluated the offer based on the following criteria
with a maximum possible point total of 1000:

Operations Plan (0-300 points)
Qualifications and Experience (0-275 points)
Quality Assurance Program (0-250 points)
Pricing (0-175 points)

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

Oxford Electronics, Inc dba Oxford Airport Technical Services, 725 points.



Page 187

Contract Term
The contract will begin on or about Dec. 1, 2023, for a three-year term with two one-
year options to extend for a five-year contract.

Financial Impact
The total contract value will be up to $6,475,000 for the five-year contract term.

Funding is available in the Aviation Department's Operating budget.

Location
Phoenix Sky Harbor International Airport, 2485 E. Buckeye Road
Council District: 8

Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Aviation
Department.




Page 188



Report

Dial-a-Ride Trip Scheduling and Dispatch Software Contract Amendment
(Ordinance S-50260)

Request to authorize the City Manager, or his designee, to execute an amendment to
Contract 148851 with Trapeze Software Group, Inc. to extend maintenance and
support and provide professional services and training. Further request to authorize
the City Controller to disburse all funds related to this item. The total cost of the
amendment, including optional extensions and taxes, will not exceed $1,108,545
through 2028.

Summary
The City of Phoenix provides paratransit (Dial-a-Ride) services for disabled residents.
The Public Transit Department utilizes Trapeze software for scheduling and dispatch,
rider notification services, and a passenger web portal for booking and managing Dial-
a-Ride accounts and trips. Phoenix's regional partners utilize the same software to
ensure multi-jurisdictional trips operate seamlessly.

This request is to extend licensing and maintenance for the software, as well as utilize
the vendor's professional services to migrate the database environment, in preparation
for upgrading the software to the latest version. This request includes training needed
to ensure a successful upgrade and utilization of the enhancements in the upgraded
software version.

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

Contract Term
This amendment will extend the contract term for an additional two years through Nov.
30, 2025, with three optional one-year extensions to Nov. 30, 2028.

Financial Impact
This request is for an additional $1,108,545 (including tax), for a total aggregate
contract value of $2,123,327.




Page 189


Concurrence/Previous Council Action
The City Council previously approved this request:

· Contract for Maintenance of Software and Licensing Services with Trapeze
Software Group, Inc. (Ordinance S-45099) on Nov. 7, 2018;
· Dial-A-Ride Service Web Portal Software License and Passenger Notification
License/Services Agreement Amendment (Ordinance S-47587) on May 19, 2021.

Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Public Transit
Department.




Page 190



Report

Fuel Terminal Services Contract - RFA 24-FSD-024 Request for Award
(Ordinance S-50246)

Request to authorize the City Manager, or his designee, to enter into a contract with
Caljet of America, LLC to provide fuel storage and pipeline space for the Public Works
Department. Further request to authorize the City Controller to disburse all funds
related to this item. The total value of the contract will not exceed $972,000.

Summary
The City of Phoenix Public Works Department is responsible for procuring fuel for the
majority of the City. This fuel must be moved through a pipeline, as well as stored and
blended locally for fuel trucks to distribute to designated citywide fuel sites. This
contract will provide pipeline receipts, guaranteed storage space, as well as loading
services at the rack with additive injection capabilities.

Procurement Information
In accordance with Administrative Regulation 3.10, standard competition was waived
as a result of an approved Determination Memo based on the following reason:
Special Circumstances Without Competition, citing unusual nature. The City of
Phoenix requests storage space, blending and loading capabilities that are only
provided by a limited number of vendors, and due to the volume of fuel purchased, fuel
storage terminal services connected to the pipeline are currently required.

Contract Term
The contract will begin on or about Dec. 1, 2023, for a two-year term with no options to
extend.

Financial Impact
The contract value for will not exceed $972,000 for the two-year term.

Funding is available in the Public Works Department's budget.

Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Public Works
Department.


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Report

Carrier Brand Heating, Ventilation, and Air Conditioning Parts and Equipment
Agreement (Ordinance S-50254)

Request to authorize the City Manager, or his designee, to enter into an agreement
with Russell Sigler, Inc. to purchase heating, ventilation, and air conditioning (HVAC)
parts and equipment on an as-needed basis. Further request to authorize the City
Controller to disburse all funds related to this item. The value of the agreement will not
exceed $510,000.

Summary
The Public Works Department is responsible for maintaining HVAC equipment in City-
owned facilities. Carrier brand HVAC systems are currently installed in various City
facilities and require brand specific parts to maintain and repair the systems. This
agreement will provide essential Carrier brand parts and equipment necessary to
maintain functional operation and longevity of existing HVAC systems in these
facilities. This agreement will also provide Carrier brand parts and equipment for the
Aviation and Phoenix Convention Center departments.

Procurement Information
In accordance with Administrative Regulation 3.10, normal competition was waived as
the result of a determination memo citing that Russell Sigler, Inc. is the sole source
provider in Arizona for Carrier brand HVAC parts and equipment.

Contract Term
The five-year term of the agreement will begin on or about Jan. 1, 2024.

Financial Impact
The value of the agreement will not exceed $510,000, including all applicable taxes,
with an estimated annual expenditure of $102,000.

Responsible Department
This item is submitted by Deputy City Managers Mario Paniagua and John Chan and
the Public Works, Aviation, and Phoenix Convention Center departments.




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Report

Apply for U.S. Department of Energy Consumer Electronics Battery Recycling,
Reprocessing, and Battery Collection Grant Opportunity for Federal Fiscal Year
2022-23 - Federal Bipartisan Infrastructure Law Funding (Ordinance S-50269)

Request to retroactively authorize the City Manager, or his designee, to apply for,
accept and, if awarded, enter into an agreement for disbursement of Federal funding
from the U.S. Department of Energy (USDOE) through the Federal Fiscal Year 2022-
23 Consumer Electronics Battery Recycling, Reprocessing, and Battery Collection
Grant opportunity. If awarded, the funding will be used to conduct a multi-media and
education campaign focused on proper battery recycling and disposal. Further request
to authorize the City Treasurer to accept, and the City Controller to disburse, all funds
related to this item. Funding for this grant opportunity is available through the Federal
Bipartisan Infrastructure Law. The total grant funds applied for will not exceed $1.25
million, and the City would not be required to provide a local match.

Summary
The increasing prevalence of batteries in the national solid waste stream and the
introduction of more recycling markets present a unique opportunity to divert batteries
from the landfill. Additionally, lithium-ion batteries can pose a fire risk to the City's solid
waste collection trucks, transfer stations and material recovery facilities when
individuals improperly dispose of them. To protect human health and the environment
while advancing the City's circular economy initiatives and waste diversion goals, the
Public Works Department is working to increase residential recycling and proper
disposal of batteries.

The USDOE Consumer Electronics Battery Recycling, Reprocessing, and Battery
Collection Grant program aims to expand participation in consumer electronics battery
recycling programs. On Sept. 18, 2023, USDOE notified the City that they encourage
the submittal of a full grant application based on the City's submitted concept paper.
The grant application submittal was due within 30 days from this notification, or no
later than Oct. 18, 2023.

The Public Works Department is requesting retroactive authorization to submit an
application for grant funds of up to $1.25 million. If awarded, funding would be used by
the Public Works Department to implement a Citywide multi-media and education


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campaign in partnership with the Communications Office and the City's marketing
contractor, O.H. Partners. The two-year campaign will educate residents about the
dangers of improper battery disposal and increase awareness of the City's Household
Hazardous Waste Home Collection Program. The grant was submitted prior to the
deadline of Oct. 18, 2023. If not authorized, the grant application can be withdrawn.
The Public Works Department is also requesting authorization to enter into
agreements to accept the funding if awarded.

Financial Impact
The estimated total project cost is approximately $1.25 million. The maximum federal
participation rate is 100 percent, with a minimum local match of zero percent of the
total eligible cost. If awarded, the federal match would not exceed $1.25 million and
the City’s costs would be approximately $0 for the local match.

There is no required cost share for the City. Potential grant funding received is
available through the Federal Bipartisan Infrastructure Law, from USDOE through the
Federal Fiscal Year 2022-23 Consumer Electronics Battery Recycling, Reprocessing,
and Battery Collection Grant program.

Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the
Communications Office and Public Works Department.




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Report

Name Change on City Agreement to CONSOR North America, Inc. - Amendment
(Ordinance S-50238)

Request to authorize the City Manager, or his designee, to execute an amendment
with Project Engineering Consultants, LTD. to Agreement 157885 for Sub-Regional
Operating Group (SROG) Southern Avenue Interceptor Condition Assessment
Engineering Services, to approve a name change to Consor North America, Inc.
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.

Summary
On Aug. 29, 2023, the City and Project Engineering Consultants, LTD. entered into
Agreement 157885 for the SROG Southern Avenue Interceptor Condition Assessment
Engineering Services.

This amendment is necessary because on Dec. 3, 2022, Project Engineering
Consultants, LTD. notified the City of Phoenix of its name change from Project
Engineering Consultants, LTD. to Consor North America, Inc. and is now operating
under the name of Consor North America, Inc.

The Southern Avenue Interceptor is owned by SROG and operated by the City of
Phoenix.

Contract Term
The term of the agreement remains unchanged.

Financial Impact
The agreement value remains unchanged.

Concurrence/Previous Council Action
The SROG Advisors authorized the project on June 16, 2022.
The City Council approved Engineering Services Agreement #157885 (Ordinance S-
49451) on March 1, 2023.



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Location
Southern Avenue from 48th Street to 51st Avenue, continuing to 91st Avenue between
Southern Avenue and Broadway Road
Council Districts: 7, 8 and Out of City

Responsible Department
This item is submitted by Deputy City Managers Ginger Spencer and Alan
Stephenson, the Water Services Department and the City Engineer.




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Report

Drought Resiliency Groundwater Program - Engineering Services - WS85010030,
WS85010054, WS85010059, WS85400007 (Ordinance S-50240)

Request to authorize the City Manager, or his designee, to enter into an agreement
with Wilson Engineers, LLC to provide Engineering Services that include planning,
design, construction administration and inspection, system evaluation, and plan
updates for the Drought Resiliency Groundwater 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 $20 million.

Additionally, request to authorize the City Manager, or his designee, to take all action
as may be necessary or appropriate and to execute all design and construction
agreements, licenses, permits, and requests for utility services related to the
development, design and construction of the project. Such utility services include, but
are not limited to: electrical, water, sewer, natural gas, telecommunication, cable
television, railroads and other modes of transportation. Further request the City
Council to grant an exception to Phoenix City Code 42-20 to authorize inclusion in the
documents pertaining to this transaction of indemnification and assumption of liability
provisions that otherwise should be prohibited by Phoenix City Code 42-18. This
authorization excludes any transaction involving an interest in real property.

Summary
The purpose of this project is to provide engineering services for the installation of up
to six new production wells and potentially rehabilitate or re-drill up to four existing
inactive production wells. The new wells will be used to augment the City's potable
water resources during time of long-term water shortages, emergency outages, and
meeting potable system demand balancing.

Wilson Engineers, LLC's services include, but are not limited to: assisting the City with
siting of the new production wells, providing assistance and coordination with Water
Services staff and other consultants and contractors as required for the drilling of
boreholes and test wells at the candidate sites, providing assessments and
recommendations of select inactive wells to evaluate potential rehabilitation and
reactivation, and coordinating with City Water Resources staff and the Arizona


Page 197

Department of Water Resources on permitting of the new sites.

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. Five firms submitted proposals
and are listed below.

Selected Firm
Rank 1: Wilson Engineers, LLC

Additional Proposers
Rank 2: Carollo Engineers, Inc.
Rank 3: Hazen and Sawyer, P.C.
Rank 4: Brown and Caldwell, Inc.
Rank 5: Black & Veatch Corporation

Contract Term
The term of the agreement is five years from the issuance of the Notice to Proceed.
Work scope identified and incorporated into the agreement prior to the end of the term
may be agreed to by the parties, and work may extend past the termination of the
agreement. No additional changes may be executed after the end of the term.

Financial Impact
The agreement value for Wilson Engineers, LLC will not exceed $20 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.

Responsible Department
This item is submitted by Deputy City Managers Ginger Spencer and Alan
Stephenson, the Water Services Department and the City Engineer.




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Report

Hot Mix Asphalt Products Requirements Contract - RFQu 18-206 - Letter of
Agreement to Extend Contract with CalMat, Co. (Ordinance S-50242)

Request to authorize the City Manager, or his designee, to execute a letter of
agreement with CalMat, Co. for the limited purpose of creating an interim term to
continue to conduct business while new contracts are procured. Further request to
authorize the City Controller to disburse all funds related to this item. No additional
funds are needed; request to continue using Ordinance S-44479.

Summary
This contract provides cold and hot mix asphalt and emulsion binder material
throughout the City for regular patching, paving, and street maintenance projects. The
existing contract expired on April 30, 2023. The City and vendor agreed to continue
operations under the existing terms until a new competitive procurement process was
completed and new contracts were issued on June 15, 2023. This action will allow the
City to administratively reconcile outstanding invoices in the system as part of the
contract close-out process.

Contract Term
The term of the Letter of Agreement will administratively extend the contract from April
30, 2023, through Nov. 30, 2023, for the purpose of reconciling outstanding invoices.

Financial Impact
The five-year aggregate contract value of $11,232,500 as originally approved will not
be exceeded by this action. Funds are available in the Street Transportation
Department's budget.

Concurrence/Previous Council Action
The City Council previously reviewed this request:
· Asphalt Binder Emulsion, Cold Mix and Hot Mix Asphalt Contract RFQu 23-078
(Ordinance S-49835) on June 14, 2023;
· Hot Mix Asphalt Products, Requirements Contract, RFQu 18-206 (Ordinance S-
44479) on April 18, 2018.




Page 199

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




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Report

Val Vista Water Treatment Plant Rehabilitation 2023 - Engineering Services -
WS85230059 (Ordinance S-50256)

Request to authorize the City Manager, or his designee, to enter into an agreement
with Carollo Engineers, Inc. to provide Engineering Services that include assessment,
design, and possible construction administration and inspection services for the Val
Vista Water Treatment Plant Rehabilitation 2023 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 $11.8 million.

Additionally, request to authorize the City Manager, or his designee, to take all action
as may be necessary or appropriate and to execute all design and construction
agreements, licenses, permits, and requests for utility services related to the
development, design and construction of the project. Such utility services include, but
are not limited to: electrical, water, sewer, natural gas, telecommunication, cable
television, railroads and other modes of transportation. Further request the City
Council to grant an exception to Phoenix City Code 42-20 to authorize inclusion in the
documents pertaining to this transaction of indemnification and assumption of liability
provisions that otherwise should be prohibited by Phoenix City Code 42-18. This
authorization excludes any transaction involving an interest in real property.

Summary
The purpose of this project is to rehabilitate the following treatment systems at the Val
Vista Water Treatment Plant: Chemical Feed Stations, West Plant Bar Screens, Solid
Handling Facility Polymer Feed System, Sludge Collectors, Reservoir Electrical
Building, East Plant Sedimentation Basins 4-6 launders, and East Plant Raw Water
Pumps.

Carollo Engineers, Inc. will work together with the selected Construction Manager at
Risk, City of Phoenix Water Services Engineering Division, and the operating staff to
design and construct a project that is within budget and meets the City's needs. The
firm will perform a comprehensive condition assessment and provide
recommendations for repairs and/or rehabilitation which may include mechanical,
electrical and/or structural assets.


Page 201


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: Carollo Engineers, Inc.

Additional Proposer
Rank 2: Black & Veatch Corp.

Contract Term
The term of the agreement is five years from the issuance of the Notice to Proceed.
Work scope identified and incorporated into the agreement prior to the end of the term
may be agreed to by the parties, and work may extend past the termination of the
agreement. No additional changes may be executed after the end of the term.

Financial Impact
The agreement value for Carollo Engineers, Inc. will not exceed $11.8 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
Intersection of McDowell Road and Lindsay Road in Mesa, Ariz.
Council District: Out of City

Responsible Department
This item is submitted by Deputy City Managers Ginger Spencer and Alan
Stephenson, the Water Services Department and the City Engineer.




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Report

24th Street Water Treatment Plant Rehabilitation 2021 - Construction Manager at
Risk Construction Services Amendment - WS85290032 (Ordinance S-50257)

Request to authorize the City Manager, or his designee, to execute an amendment to
Agreement 154723 with PCL Construction, Inc. to provide additional Construction
Services for the 24th Street Water Treatment Plant Rehabilitation 2021 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 $24.3 million.

Summary
The purpose of this project is to address the repair or replacement of raw water pump
station valves, flow meters, flocculation basin inlet channel hydraulic modifications,
gates and probes, sedimentation basin weir plate, filter effluent pipes, meters,
chemical feed area piping, chemical and maintenance building minor repairs, solids
handling backwash equalization basin pumps, sludge blanket monitoring, backwash
clarifier mechanism, various electrical equipment such as transformers, standby
generators, electrical panels, and modifications at the administration building area,
electrical building, and chemical building.

This amendment is necessary to provide continued construction services focused on
rehabilitation and improvements at solids handling facilities, chemical feed area, pre-
sedimentation basin pump station, and miscellaneous electrical modifications
associated with the rehab work. This amendment will provide additional funds to the
agreement.

Contract Term
The term of the agreement remains unchanged.

Financial Impact
· The initial agreement for Preconstruction and Construction Services was approved
for an amount not to exceed $300,000, including all subcontractor and reimbursable
costs.



Page 203

· An amendment was approved for an additional $10,242,943, including all
subcontractor and reimbursable costs, for a new total amount not to exceed
$10,542,943, including all subcontractor and reimbursable costs.
· This amendment will increase the agreement by an additional $24.3 million, for a
new total amount not to exceed $34,842,943, including all subcontractor and
reimbursable costs.

Funding for this amendment is available in the Water Services Department's Capital
Improvement Program budget. The Budget and Research Department will separately
review and approve funding availability prior to the execution of any amendments.
Payments may be made up to agreement limits for all rendered agreement services,
which may extend past the agreement termination.

Concurrence/Previous Council Action
The City Council approved:
· Preconstruction and Construction Services Agreement 154723 (Ordinance S-
47776) on July 1, 2021; and
· Construction Services Agreement 154723 Amendment (Ordinance S-49494) on
March 22, 2023.

Location
24th Street Water Treatment Plant
Council District: 6

Responsible Department
This item is submitted by Deputy City Managers Ginger Spencer and Alan
Stephenson, the Water Services Department and the City Engineer.




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Report

Apply for U.S. Department of Transportation Reconnecting Communities and
Neighborhoods Grant Opportunity for Federal Fiscal Year 2022-23 - Federal
Bipartisan Infrastructure Law Funding (Ordinance S-50259)

Request to retroactively authorize the City Manager, or his designee, to apply for,
accept and, if awarded, enter into agreement(s) for disbursement of Federal funding
from the U.S. Department of Transportation (USDOT) through the Federal Fiscal Year
(FFY) 2022-23 Reconnecting Communities and Neighborhoods (RCN) Program grant
opportunity. If awarded, the funding will be used to initiate a planning grant and/or a
capital construction grant. Further request to authorize the City Treasurer to accept,
and the City Controller to disburse, all funds related to this item. Funding for these
grant opportunities is available through the Federal Bipartisan Infrastructure Law and
the Inflation Reduction Act. The total grant funds applied for will not exceed $31
million, and the City's local match would not exceed $5.5 million for both grants.

Summary
The RCN grant is a new funding program under the Bipartisan Infrastructure Law,
which was signed into law on Nov. 15, 2021. The USDOT issued a Notice of Funding
Opportunity on July 5, 2023. The RCN grant is a re-branded program in its second
year which combined Reconnecting Communities Pilot and Neighborhood Access and
Equity programs into a single funding opportunity for FFY 2022-23. Together, this
combined program now known as RCN aims to fund projects that consider these
specific goals and objectives:
· Prioritize disadvantaged communities;
· Aim to improve access to daily needs such as jobs, education, health care, food,
and recreation;
· Foster equitable development and restoration; and
· Reconnect communities by removing, retrofitting, or mitigating highways or other
transportation facilities that create barriers to community connectivity, including
mobility, access or economic development.

The City intends to submit for two grants: a planning grant to study important
connections within the Maryvale Village; and a capital construction grant to focus on
connectivity and improvements 1) from the future Rio Reimagined Bicycle and


Page 205

Pedestrian Bridge, funded by the City’s FFY 2021-22 Rebuilding American
Infrastructure with Sustainability and Equity (RAISE) grant award and 2) to future PHX
Cultural Corridor project, funded by the City’s FFY 2022-23 RAISE grant award.

Planning Grant Application
The planning grant application will study important connections within the Maryvale
Village, approximately bounded by: Camelback Road to the north, Encanto Boulevard
to the south, 75th Avenue to the west, and 43rd Avenue to the east. The Reconnecting
Maryvale project is estimated to cost up to $6 million, with no local match required, due
to the proposed project boundary being located 100 percent within a disadvantaged
community.

Capital Construction Grant Application
The capital construction grant will focus on connectivity from the future Rio
Reimagined Bicycle and Pedestrian Bridge along the 3rd Street alignment to Jefferson
Street, including improvements to Buckeye Road from Central Avenue to 7th Street,
connecting to the future PHX Cultural Corridor. The capital construction project for the
3rd Street Connector from the Rio Salado to Jefferson Street and Buckeye Road is
estimated up to $25 million, with a minimum local match requirement of 0-20 percent
of the total project cost, due to the majority of the boundary (94.4 percent) being in a
disadvantaged community.

The RCN grant submittal deadline was Sept. 28, 2023. Since internal selection of the
specific grants was carefully considered, this impacted staff's ability to request
authorization ahead of the grant submittal deadline.

Financial Impact
The estimated total costs for the projects are up to $6 million for the planning grant and
up to $25 million for the capital construction grant. The maximum federal participation
rate for the planning grant is 100 percent with a minimum local match of 0 percent of
the total eligible project cost and the maximum federal participation rate for the capital
construction grant is 80-100 percent with a minimum local match of 0-20 percent of the
total eligible project cost. If awarded the planning grant, the federal match would not
exceed $6 million and the City’s costs would be approximately $0 for the local match. If
awarded the capital construction grant, the federal match would not exceed $20-25
million and the City’s costs would be approximately $0-5.5 million for the local match, if
match is required.

Funding for the local match is available in the Street Transportation Department's
Capital Improvement Program budget. Potential grant funding received is available
through the Federal Bipartisan Infrastructure Law, from USDOT through the FFY 2022-


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23 RCN grant opportunity.

Location
Planning Grant
75th to 43rd avenues, Encanto Boulevard to Camelback Road

Capital Construction Grant
3rd Street from the Rio Salado to Jefferson Street; and Buckeye Road from Central
Avenue to 7th Street
Council Districts: 4, 5, 7 and 8

Responsible Department
This item is submitted by Deputy City Managers Alan Stephenson and Mario
Paniagua, and the Street Transportation Department.




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Report