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HomeMy WebLinkAboutAgenda Packet City Council - 06/14/2005CITY COUNCIL AGENDA JUNE 14, 2005 Corpus Christi AII-AmedcaCity 11:45 A.M. - Swearing-In ceremony of newly appointed Municipal Court Judges Proclamation declaring the month of June as "Homeovmershlp Month' Proctarnation declaring the month of June as "National Safety Month" Commendation: AJ Amln Shrine Cen[er Day Commendation: Jerry Elzner - 2005 Jan Masaryk Gratias Agit Award f~om the Czech Republic 'At Your Service Award", City Shaft Recognition AGENDA CITY OF CORPUS CHRISTI, TEXAS REGULAR COUNCIL MEETING CITY HALL - COUNCIL CHAMBERS 1201 LEOPARD JUNE 14, 2005 10:00 A.M. PUBLIC NOTICE - THE USE OF CELLULAR PHONES AND SOUND ACTIVATED PAGERS ARE PROHIBITED IN THE CITY COUNCIL CHAMBERS DURING MEETINGS OF THE CITY COUNCIL. Members of the audience will be provided an opportunity to address the Council at approximately 12:00 p.m. or at the end of the Council Meeb'ng, whichever is earlier. Please speak into the microphone located at the podium and state your name and address. Your presentatlon will be limited to three minufes. If you have a petition or other lnforma~ion pertainlng to your subject, please present it to the Cih/ Secretary. Si Usted desea dirigirse al Concilio y cree que su ingl~s es limitado, habr~ un int~rprete ingl~s-espa~ol en todas las juntas del Concillo para ayudarle. Persons with disabilities who plan fo attend this meeting and who may need auxiliary aids or services are requested to contact the City Secretary's office (at 361-880-3105) at least 48 hours in advance so that appropriate arrangements can be made. A. Mayor Henry Garrett to call the meeting to order. Invocation to be given by Father Bernard Byrue, Saint Thomas The Apostle Catholic Church. C. Pledge of Allegiance to the Flag of the United States. D. City Secretary Arrnando Chapa to call the roll of the required Charter Officers. Mayor Henry Garrett Mayor Pm Tem Brent Chesney Council Members: Melody Cooper Jerry Garcia Bill Kelly Rex Kinnison John E. Marez Jesse Noyola Mark Scott City Manager George K. Noe City Attorney Mary Kay Fischer City Secretary Armando Chapa __ Agenda Regular Council Meeting June 14,2005 Page 2 H= MINUTES: Approval of Regular Meeting of May 24, 2005 and May 31,2005. (Attachment # 1) BOARDS & COMMITTEE APPOINTMENTS: (Attachment # 2) Civil Service Board/Commission Food Service Advisory Committee Human Relations Commission Port of Corpus Chdsti Authority EXPLANATION OF COUNCIL ACTION: For administrative convenience, certain of the agenda items are listed as motions, resolutions, or ordinances. If deemed approprtate, the City Council will use a different method of adoption from the one listed; may finally pass an ordinance by adopting it as an emergency measure rather than a two reading ordinance; or may modify the action specified. A motion to reconsider may be made at this meeting of a vote at the last regular, or a subsequent special meeting; such agendas are incorporated herein for reconsideration and action on any reconsidered item. SPECIAL CONSIDERATION ITEMS: Ordinance providing for the issuance of $94,670,000 of the General Improvement and Refunding Bonds, Sedes 2005, of the City of Corpus Christi, Texas, beadng interest at the rates hereinafter set forth, and providing for the levy, assessment and collection of a tax sufficient to pay the interest on said bonds and to create a sinking fund for the payment of the principal thereof; repealing all ordinances in conflict herewith; approving the execution of a bond purchase contract and an escrow agreement; and providing that this ordinance shall be in fome and effect from and after the date of its passage. (Attachment # 3) Ordinance by the City Council of the City of Corpus Chdsti, Texas, providing for the issuance of $15,000,000 City of Corpus Chdsti, Texas, Combination Tax and Revenue Certificates of Obligation, Sedes 2005 (Landfill Project), and ordaining other matters relating to the subject. (Attachment # 4) CITY COUNCIL PRIORITY ISSUES (Refer to legead at Ihe end of agenda summary) Agenda Regular Council Meeting June 14, 2005 Page 3 Ordinance by the City Council of the City of Corpus Christi, Texas, providing for the issuance of $4,500,000 City of Corpus Christi, Texas, Combination Tax and Revenue Certificates of Obligation, Series 2005 (Marina Development Project), and ordaining other matters relating to the subject. (Attachment # 4) CONSENT AGENDA Notice to the Public The following items are of a routJne or administrative nature. The Council has been furnished with background and support matedal on each item, and/or it has been discussed at a previous meeting. All items will be acted upon by one vote without being discussed separately unless requested by a Council Member or a citizen, in which event the item or items will immediately be withdrawn for indivldual consideration in its normal sequence after the items not requidng separate discussion have been acted upon. The remaining items will be adopted by one vote. CONSENT MOTIONS, RESOLUTIONS, ORDINANCES AND ORDINANCES FROM PREVIOUS MEETINGS: (At this point the Council will vote on all morons, resolutions and ordinances not removed for individual consideration) Motion approving the purchase of one 500 ~ emergency generator set from Loftin Equipment Co., of Stafford, Texas for a total of $80,871.15. The award is based on the Cooperative Purchasing Agreement with the Houston Galveston Area Council of Governments (HGAC). The generator will be installed at the Health Department. Funds are budgeted in the No. 1066 Health Grant Fund - PHP Preparedness FY 2004-2005 budget. (Attachment # 5) Resolution authorizing the City Manager or his designee to accept grant funding in the amount of $25,000 from the Texas Department of Transportation for an Impaired Ddving Mobilization Selective Traffic Enforcement Project (STEP) grant for DWI enforcement overtime pay within the Police Department and to execute all related documents. (Attachment # 6) CITY COUNCIL PRIORITY ISSUES (Rei'er lo lege~:l at ~le end of agenda summary) Agenda Regular Coundl Meeting June 14,2005 Page 4 6.5. 10. 11. Ordinance appropriating $25,000 from the Texas Department of Transportation for funding of an Impaired Ddving Mobilization Selective Traffic Enforcement Project (STEP) grant for DWI enforcement overtime within the Police Department in the No. 1061 Police Grants Fund. (Attachment # 6) Ordinance appropriating $18,756 from the Department of State Health Services (DSHS) for the Title XX grant in the No. 1066 Health Grant Fund to provide family planning services. (Attachment # 7) Motion authorizing the City Manager or his designee to execute a Contract for Professional Services with RVE, Inc_, of Corpus Chdsti, Texas in the amount of $603,420 for Waldron Road from Purdue to Glen Oak and the Mediterranean Extension. (BOND ISSUE 2004) (Attachment # 8) Motion authorizing the City Manager or his designee to execute a Contract for Professional Services with Coym Rehmet & Gutierrez Engineering, of Corpus Chdsti, Texas in the amount of $631,714 for Everhart Road, Phase 1 from Saratoga to Cedar Pass. (BOND ISSUE 2004) (Attachment # 9) Motion authorizing the City Manager or his designee to execute Ratification of Amendment No. 5 to the Contract for Professional Services with LNV Engineering, of Corpus Christi, Texas for a total fee of $112,114 and for a total re-stated contract fee of $1.013,119 for Street Resurracing Project: (BOND ISSUE 2000) (Attachment # 10) Up River Road - from IH 37 to Leopard Street Ayem Street - from SPID to Port Avenue Gollihar Road - from Crosstown Expressway to Kostoryz Road Motion authorizing the City Manager or his designee to execute a construction contract with Sechdst Hall Company, of Corpus Chdsti. Texas in the amount of $33,884.40 for the Fire Station No. 12 Re-Roof. (Attachment # 11) CITY COUNCIL PRIORITY ISSUES (Re[er [o ~md at Ihe end oi' IJ3e age~da summary) Agenda Regular Council Meeting June 14,2005 Page 5 12. 13. 14. 15. 16. 17. Motion authorizing the City Manager or his designee to execute a construction contract with Big State Excavation, of Houston, Texas in the amount of $560,230 for the Minor Storm Drainage Improvements Westview Drive Ditch. (Attachment # 12) Motion authorizing the City Manager or his designee to execute an Engineering Materials Inspection and Laboratory Testing Contract with Professional Services Industries, Inc. (PSI), of Corpus Chdsti, Texas in an amount not to exceed $98,640 for the Corpus Chdsti International Airport Runway 13/31 Rehabilitation, Oveday, Blast Pads, Shoulders, Airfield Drainage Phase 3, Edge Lighting and Associated Site Work. (Attachment # 13) Ordinance authorizing the City Manager or his designee to execute a Use Privilege Agreement with Old Concrete Street, Ltd., for the dght to use a portion of the Broadway Wastewater Treatment Plant property for staging a fireworks display on July 2, 2005, and establishing a fee of $460. (Attachment # 14) Motion authorizing the City Manager or his designee to execute a contract with Collier. Johnson & Woods, of Corpus Christi, Texas in the estimated amount of $126,000 to perform the financial and compliance audit requirements for fiscal year 2005. The term of the contract shall be for twelve months with an option to extend for up to four additional twelve-month periods subject to the approval of the contractor and the City Manager or his designee. (Attachment # 15) Motion authorizing the City Manager to execute a Deferment Agreement with Gotcher Construction, Inc., (Developer), in the amount of $31,861.28 for the installation of an 8-inch sanitary sewer line to serve Bent Tree Unit 2, Lots 9A and 10A, Block 6 subdivision located west of Aidine Road and north of Saratoga Boulevard, in accordance with the Platting Ordinance Section V- Required Improvements, Subsection A.3.(b). (Attachment # 16) Ordinance abandoning and vacating a portion of a 20-foot wide (143.76-square feet) utility easement out of Lot 12, Block 2, The Vineyards Unit lA, located east of Airline Road and south of Saratoga Boulevard; requiring the owner, Rigoberto Lopez, to comply with the specified conditions. (Attachment # 17) CITY COUNCIL PRIORITY ISSUES (Re [er to legem:l at ttm end oi' the agenda summary) Agenda Regular Council Meeting June 14,2005 Page 6 J= 18. PUBLIC HEARINGS: ZONING CASES: Case No. 0405-01, JIMREC: A change of zoning from a "R- IB"One-family Dwelling Distdct on Tracts 1 and 2 and an "A-1" Apartment House Distdct on Tracts 3, 4, and 5 to "B-I" Neighborhood Business Distdct on Tracts 1 and 3, "AB" Professional Office Distdct on Tracts 2 and 4, and "B-4" General Business Distdct on Tract 5_ The property is 23.91 acres being out of Lots 1, 2, 15, and 16, Section 10 in the Flour Bluff and Encinal Farm and Garden Tracts, located along the east side of South Staples Street and north of Yorktown Boulevard. (Attachment # 18) Planning Commission Recommendation: * Tracts 1 and 3: Approval of a "B-l" Neighborhood Business District. * Tracts 2 and 4: Approval of an "AB" Professional Office District_ * Tract 5: Denial of "B-4" General Business Distdct and, in lieu of, approval of a "B-1" Neighborhood Business Distdct on the western 350 feet of Tract 5 and the remaining portion of Tract 5 be zoned "AB" Professional Office District. Staffs Recommendation: * Tracts 1 and 3: Denial of"B-l" Neighborhood Business District and, in lieu of, approval of an "AB" Professional Office District. * Tracts 2 and 4: Approval of an "AB" Professional Office District. * Tract 5: Denial of "B-4" General Business Distdct and, in lieu of, approval of an "AB" Professional Office District. ORDINANCE Amending the Zoning Ordinance, upon application by JIMREC by changing the zoning map in reference to 23_91 acres out of Flour Bluff and Encinal Farm and Garden Tracts, Section 10, Lots 1,2, 15, and 16 from: "R-lB" One-family Dwelling on Tracts 1 and 2, and "A-1" Apartment House Distdct on Tracts 3, 4, and 5 to: "B-1" CITY COUNCIL PRIORITY ISSUES (Re,'er to legend at the end ~ Ihe age~da summary) Agenda Regular Council Meeting June 14, 2005 Page 7 19. 20. Neighborhood Business District on Tracts 1 and 3, "AB" Professional Office District on Tracts 2 and 4, and "B-I" Neighborhood Business Distdct on the westem 350 feet of Tract 5 and "AB" Professional Office Distdct on the remaining portion of Tract 5; amending the Comprehensive Plan to account for any deviations from the existing Comprehensive Plan. Case No. 0505-01, Staples Development. L.L.C. : A change of zoning from a "F-R' Farm-Rural Distdct to a "R-lB" One-family Dwelling District. The property is 117.04 acres out of Flour Bluff and Encinal Farm and Garden Tracts, Section 20, a portion of Lots 19-22 and all of Lots 27-30, and Section 21, a portion of Lots 6 and 7, located along Aidine Road, 400 feet south of County Road 26-A (Brooks Road) and west of Aidine Road and Rodd Field Road intersection. (Attachment # 19) Planning Commission and Staff's Recommendation: Approval of a "R-lB" One-family Dwelling District. ORDINANCE Amending the Zoning Ordinance, upon application by Staples Development, LLC., by changing the zoning map in reference to 117.04 acres out of a portion of Lots 19, 20.21, 22, and all of Lots 27, 28, 29, and 30, Section 20, and a portion of Lots 6 and 7, Section 21, Flour Bluff and Encinal Farm and Garden Tracts from "FR" Farm-Rural Distdct to "R-lB" One-family Dwelling District; amending the Comprehensive Plan to account for any deviations from the existing Comprehensive Plan. Case No. 0505-02. Steding M. Love: A change of zoning from a "R-'lB" One-family Dwelling Distdct to a "B-I" Neighborhood Business District. The property is in Steding Comers, Block 1, Lot 4, located along South Staples Street and 500 feet north of South Staples Street and Lipes Boulevard intersection. (Attachment # 20) Planning Commission and Staff's Recommendation: Approval of a "B-1" Neighborhood Business District. CITY COUNCIL PRIORITY ISSUES (Re~' lc, legend at 0~e end o~ agenda summary) Agenda Regular Council Meeting June 14,2005 Page 8 21. 22.a. 22.b. ORDINANCE Amending the Zoning Ordinance, upon application by Steding M. Love, by changing the zoning map in reference to Steding Comers, Block 1, Lot 4, from "R-lB" One-family Dwelling District to "B-l" Neighborhood Business District; amending the Comprehensive Plan to account for any deviations from the existing Comprehensive Plan. CRIME CONTROL AND PREVENTION DISTRICT: Public hearing on the FY 2005-2006 Budget adopted by the Cdme Control and Prevention Distdct Board of Directors. (Attachment # 21) PARKS, RECREATION, AND OPEN SPACE MASTER PLAN: Public headng on a proposed amendment to the Comprehensive Plan of the City of Corpus Christi by amending the City of Corpus Chdsti Parks, Recreation, and Open Space Master Plan by amending Subsection 10 of Section 8.2 by adding provisions for playground equipment and green spaces in neighborhood parks; reconfirming the top ten list of highest priority recreation facility needs in Section 9.2; providing for repeal of conflicting ordinances. (Attachment # 22) First Reading Ordinance - Amending the Comprehensive Plan of the City of Corpus Christi by amending the City of Corpus Christi Parks, Recreation, and Open Space Master Plan by amending Subsection 10 of Section 8.2 by adding provisions for playground equipment and green spaces in neighborhood parks; reconfirming the top ten list of highest pdodty recreation facility needs in Section 9_2; providing for repeal of conflicting ordinances. (Attachment # 22) CITY COUNCIL PRIORITY ISSUES (Re[~r b~ legend al Die end o~ the age,3da sumrnaP~) K. PRESENTATIONS: (NONE) Public comment will not be solicited on Presentation items. Agenda Regular Council Meeting June 14,2005 Page 9 REGULAR AGENDA CONSIDERATION OF MOTIONS, RESOLUTIONS, AND ORDINANCES: 23. Motion authorizing the City Manager to execute on behalf of the City a Collective Bargaining Agreement with the Corpus Christi Fire Fighters' Association from August 1, 2003 through July 31, 2005, as negotiated by the City and association representatives. (Attachment # 23) 24. Resolution urging the Base Closure Commission to hold a hearing in the Corpus Chdsti area to personally evaluate the value of Naval Station Ingleside and to remove Naval Station Ingleside from the list of Pentagon recommendations for base closure. (Attachment # 24) 25. Resolution approving the State School Property Master Plan; authorizing the City Manager or his designee to submit a grant application to the Texas Parks and Wildlife Department in the amount of $500,000 for planning, developing, and implementing the State School Property Master Plan, with a City match of $500,000 in the Bond 2004 Fund and a total project cost of $1,000,000. (Attachment # 25) M. SPECIAL BUDGET PRESENTATION: 26.a. Discussion of plan of work for City Council Focus Area regarding BudgetJFinance Processes and Policies. (Attachment # 26) 26.b. Overview of FY 2005-2006 General Fund Proposed Budget. (Attachment # 26) PUBLIC COMMENT FROM THE AUDIENCE ON MA'II'ERS NOT SCHEDULED ON THE AGENDA WILL BE HEARD AT APPROXIMATELY 12:00 P.M. OR AT THE END OF THE COUNCIL MEETING, WHICHEVER IS EARLIER. PLEASE LIMIT PRESENTATIONS TO THREE MINUTES. IF YOUPLAN TO ADDRESS THE COUNCIL DURING THIS TIME PERIOD, PLEASE SIGN THE FORMAT THE REAR OF THE COUNCIL CHAMBER, GIVING YOUR NAME, ADDRESS AND TOPIC. CITY COUNCIL PRIORI'FY ISSUES (Re,'er Io IsgefM at b~e e~:l of the agenda summary) Agenda Regular Council Meeting June 14, 2005 Page 10 (A recording is made of the meeting; therefore, please speak into the microphone located at the podium and slate your name and address. If you have a petition or other information pertaining to your subject, please present it to the City Secretary.) Si usted se didge a la junta y cme que su ingl(~s es limitado, habr~ un int~rprete ingl~s-espa~ol en la reunion de la junta para ayudarte. PER ClTY COUNCIL POLICY, NO COUNCIL MEMBER, STAFF PERSON, OR MEMBERS OF THE AUDIENCE SHALL BERATE, EMBARRASS, ACCUSE, OR SHOW ANY PERSONAL DISRESPECT FOR ANY MEMBER OF THE STAFF, COUNCIL MEMBERS, OR THE PUBLIC AT ANY COUNCIL MEETING. THIS POLICY IS NOT MEANT TO RESTRAIN A CITIZEN'S FIRST AMENDMENT RIGHTS. EXECUTIVE SESSION: PUBLIC NOTICE is given that the City Council may elect to go into executive session at any time during the meeting in order to discuss any matters listed on the agenda, when authorized by the provisions of the Open Meeting Act, Chapter 551 of the Texas Govemment Code, and that the City Council specifically expects to go into executive session on the following matters. In the event the Council elects to go into executive session regarding an agenda item, the section or sections of the Open Meetings Act authorizing the executive session will be publicly announced by the presiding office. REPORTS: The following reports include questions by Council to Staff regarding City policies or activities; request by Council for information or reports from Staff; reports of activities of individual Council members and Staff; constituent concerns; current topics raised by media; follow-up on Staff assignments; scheduling of future Council meetings and activities; and other bdef discussions regarding city-related matters. 27. LEGISLATIVE UPDATE: Consideration of resolutions and actions deemed appropriate by the City Council as to legislative issues before the 79"~ Texas Legislature. CITY COUNCIL PRIORITY ISSUES (Refer lo legend at the end oP the agenda summary) Agenda Regular Council Meeting June 14,2005 Page 11 28. 29. 30. Q. CITY MANAGER'S REPORT * Upcoming Items MAYOR'S UPDATE COUNCIL AND OTHER REPORTS ADJOURNMENT: POSTING STATEMENT: This agenda was posted on the Cib/s ohScial bulletin board at the fTont entrance to_..J~lty Hall, 1201 Leopard Street, at [', ~(~ p.m., ~Ct ~ ~ i O ,2005. Armando Chapa City Secretary Cl'l'~ COUNCIL PRIORITY ISSUES (Rear to legend at IJle end ot Ihe agenda summary) NOTE: The City Council Agenda can be found on the City's Home Page at www.cctexas.com after 7:00 p.m. on the Friday before regularly scheduled council meetings. If technical problems occur, the agenda will be uploaded on the Internet by Monday morning. Symbols used to highlight action Item that Implement council priority Issues. 1 MINUTES CITY OF CORPUS CHRISTI, TEXAS Regular Council Meeting May 24, 2005 - 10:00 a_m_ PRESENT Mayor Henry Garrett Mayor Pro Tem Brent Chesney Council Members: Melody Cooper Jerry Garcia Rex Kinn/son Bill Kelly John E. Marez Jesse Noyola Mark Scott Cit3, Staff: City Manager George K. Noe City Attorney Mary Kay Fischer City Secretary Annando Chapa Mayor Garrett called the meeting to order in the Council Chambers of City Hall_ The invocation was delivered by Pastor Charles GraffofSt_ Luke's United Methodist Church and the Pledge of Allegiance to the Un/ted Slates flag was led by Council Member Kelly. Mayor Garrett called for approval of the minutes of the regular Council meeting of May 17, 2005. A motion was made and passed to approve the minutes as presented. Mayor Garrett referred to Item 2 and the following board appointments were made: Airport Board Jerry Kane (Appointed -Advisory) Building Standards Board John B. Smith (Appointed) Coramunitv Youth Development (78415) Steerin~ Committee Roclney Buckwalter (Appointed) James Chrobocinski (Appointed) ~,,~,, Made Cortez (Appointed) Theresa Finch (Appointed) Rheba Jones (Appointed) Diana Mesa (Appointed) Mayor Garrett called for consideration of the consent agenda (Item 3-18). Council members requested that Item 10 be pulled for individual consideration. There were no comments fi.om the public. A motion was made and passed to approve Items 3 through 18, constituting the consent agenda, except for Item 10, which was pulled for individual consideration. City Secretary Chapa Minutes - Regular Council Meeting May 24, 2005 - Page 2 polled the Council for thdr votes as follows: 3. RESOLUTION NO. 026270 Resolution authorizing the City Manager to rake actions necessary to approve the issuance of refunding bonds by Lavaca-Navidad River Authority in respect to the City of Corpus Christi Lake Texana Project. The foregoing resolution was passed and approved with the following vote: Garrett, Chesney, Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye". 4 MOTION NO, 2005-155 Motion approving the purchase of three equipment trailers from H & V equipment Services, Inc. of Corpus Christi, Texas in accordance with Bid Invitation No. BI-0072-05, based on low bid in the amount of $38,319. These are replacements to the fleet. Funds have been budgeted by the Water Department and Maintenance Services in FY 2004-2005. The foregoing motion was passed and approved with the following vote: Garretk Chesney, Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye". 5. MOTION NO. 2005-156 Motion authorizing the City Manager or his designee to execute a professional services agreement with the Nueees County Medical Education Foundation in an amount not to exceed $150,000 in order to provide health care services for Title V Maternal-Child Health_ The foregoing motion was passed and approved with the following vote: Garrett, Chesney, Cooper, Garcia, Kelly, Kinn/son, Marez, Noyola, and Scott, voting "Aye". 6. RESOLUTION NO. 026271 Resolution authorizing the City Manager or his designee to submit a grant application to the Texas Parks and Wildlife Deparm~ent in the amount of $147,795 for renovation and reconslxuction of the hiking/walking trail at West Guth Park, with a City match of $47,795 in the No. 4720 Community Enrichment Fund, and a total project cost of $147,795. The foregoing resolution was passed and approved with the following vote: Garrett, Chesney, Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye". Minutes - Regular Council Meeting May 24, 2005 - Page 3 7.a. RESOLUTION NO. 026272 Resolution authorizing the City Manager or his designee to accept a grant fi.om the Coastal Bend Regional Advisory Council in the amount of $5,140.76 to be used for the purchase of equipment, supplies, and services to support the delivery of emergency medical services for the Corpus Christi Fire Department. The foregoing resolution was passed and approved w/th the following vote: Garrett, Chesney, Cooper, Garcia, Kelly, Kiratison, Marez, Noyola, and Scott, voting "Aye". 7.b. ORDINANCE NO. 026273 Ordinance appropriating a $5,140.76 from the Coas~l Bend Regional Advisory Council in the No. 1056 Ambulance Grants Fund to purchase equipment, supplies, and services, to support the delivery of emergency medical services for the Corpus Christi Fire Depadlnent. An emergency was declared, and the foregoing ordinance was passed and approved with the following vote: Garrett, Chesney, Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye". 8.a. RESOLUTION NO. 026274 Resolution authorizing the City Manager or his designee to accept a 2004 grant fi.om the Assistance to Firefighters Grant Program fi.om the Emergency Preparedness and Response Directorate, in the amount of $39,435 to develop and perform Fire Safety Presentations to senior citizens and third grade children. The foregoing resolution was passed and approved with the following vote: Garrett, Chesney, Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye". 8.b. ORDINANCE NO. 026275 Ordinance appropriating $39,435 from the Assistance to Firefighters Grant Program, fi.om the Emergency Preparedness and Response Directorate, in the No. 1062 Fh-e Grants Fund to develop and perform Fire Safety Presentations to senior citizens and third grade children. An emergency was declared, and the foregoing ordinance was passed and approved with the following vote: Garreth Chesney, Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye". Minutes - Regular Council Meeting May 24, 2005 - Page 4 ORDINANCE NO. 026276 Ordinance appropriating $423,830.30 from City Hall Capital Improvement Program Fund 3160, trunsferring to and appropriating in Street Capital Improvement Program Fund 3530 for the Up River Road Street Improvement Project; amending FY 2004-2005 Capital Budget adopted by Ordinance No. 026188 by increasing appropriations by $847,660.60. An emergency was declared, and the foregoing ordinance was passed and approved with the following vote: Garrett, Chesney, Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye". 9.b. MOTION NO. 2005-157 11. 12. Motion authorizing the City Manager or his designee to execute a Contract for Professional Services with Maverick Engineering, Inc. of Corpus Christi, Texas in the amount of $890,490 for the Up River Road from Rand Morgan to MclrinTie Project. (BOND ISSUE 2004) The foregoing motion was passed and approved with the following vote: Garrett, Chesney, Cooper, Garcia, Kelly, KinnJson, Marez, Noyola, and Scott, voting "Aye". MOTION NO. 2005-159 Motion authorizing the City Manager or his designee to execute Amendment No. 4 to the Contract for Professional Services with Russell Corrosion Consultants, Inc., of Simpsonville, Maryland in the amount of $136,182 for a total re-stated fee of $234,724.40 for the Padre/Mustang Island Water Crossings Cathodic Protection/Leopard Street Water Transmission Mains Cathodic Protection. The foregoing motion was passed and approved with the following vote: Garrett, Chesney, Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye". MOTION NO. 2005-160 Motion authorizing the City Manager or his designee to execute Ratification of Amendment No. 7 to the Contract for Professional Services with LNV Engineering, of Corpus Christi, Texas in the amount of $233,287 for a total re-stated fee of $973,387 for the Disinfection Challenge Study for the O.N. Stevens Water Treatment Plant Facility Analysis Project. The foregoing motion was passed and approved with the followhag vote: Garrett, Chesney, Cooper, Garcia, Kelly, Kirafison, Marez, Noyola, and Scott, voting "Aye"_ Minutes - Regular Council Meeting May 24, 2005 - Page 5 13. MOTION NO. 2005-161 Motion authorizing the City Manager or his designee to execute Change Order No. 2 with C. W. Campbell Electric, inc. of Corpus Christi, Texas in the amount of $53,963.84 for the O.N. Stevens Water Treatment Plant On-Going Instrument Maintenance Program FY 2004. The foregoing motion was passed and approved with the following vote: Garrett, Chesney, Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye". 14. MOTION NO. 2005-162 Motion authorizing the City Manager or his designee to execute an lnterlocal Agreement with the Nueces County (TxDOT) and authorizing payment of $50,000 for the rehabilitation of a 700 linear foot section of Up River Road located within the City limits. {BOND IssLrE 2OOO) The foregoing motion was passed and approved with the following vote: Garrett, Chesney, Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye"_ 15.a. MOTIONNO. 2005-163 Motion authorizing the City Manager or his designee to execute a construction agreement in an estimated amount of $87,000 w~th American Electric Power (AEP) for the installation of new continuous street lighting and underground power lines on Yorktown Boulevard from Oso Parkway to Weber Road. The foregoing motion was passed and approved with the following vote: Garrett, Cbesney, Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye". 15_b. MOTION NO. 2005-164 Motion authorizing the City Manager or his designee to authorize Change Order No. 2 in the amount of $172,300 with H&G Contractors, Inc., of Corpus Christ~, Texas for the installation of underground conduit for street lights, underground con&fit for irrigation at median and underground conduit for fiber optic cable on Yorktown Boulevard from Oso Parkway to Weber Road. The foregoing motion was passed and approved with the following vote: Garrett, Chesney, Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye". Minutes - Regular Council Meeting May 24, 2005 - Page 6 16.a. MOTIONNO, 2005-165 Motion approving the Developer Agreement for Temporary Improvements w/th developers of South Fork Unit 3, 4, and 5 and Momingstar Unit 2 for the installation ora temporary pumping system with private funds to improve the capacity of the existing Master Plan Lift Station 1047 (Greenfields by the Bay), located west of Rodd Field Road and south of Wooldridge Road, until the permanent improvements are completed and fully operational to avoid delays with specified conditions_ The foregoing motion was passed and approved with the following vote: Garreth Chesney, Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye"_ 16.b. MOTIONNO. 2005-166 Motion approving the Sanitary Sewer Trunk Force Main and Lift Station Construction and Reimbursement Agreement submitted by Springfield Development, owner and developer of South Fork Unit 5 Subdivision for the reconstruction of the existing Master Plan Lift Station No. 1047 (Greenfields by the Bay), located west of Rodd Field Road and south of Wooldndge Road, with 12 foot diameter wet well and 3,850 linear feet of 12-inch Force Main, easement acquisition and related appurtenances. The foregoing motion was passed and approved with the following vote: Garrett, Chesney, Cooper, Garcia, Kelly, Kinnlson, Marez, Noyola, and Scott, voting "Aye". 16.c. ORDINANCE NO. 026277 17. Ordinance appropriating $975,210.63 from the Sanitary Sewer Trunk System Trust FundNo_ 4220 to pay Springfield Development for the reconslxuction ora Master Plan Lift Station No. 1047 (Greenfields by the Bay), located west of Redd Field Road and south of Wooldridge Road, with 12 foot diameter wet well and 3,850 linear feet of 12-inch force main~ easement acquisition and related appurtenances for the Greenfields by the Bay service area, located west of Rodd Field Road and south of Wooldridge Road_ An emergency was declared, and the foregoing ordinance was passed and approved with the following vote: Garreth Chesney, Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye". MOTION NO. 2005-167 Motion authorizing the Director of the Public Health District to execute an agreement with the Texas Department of State Health Services relating to a plan for responding to an act of terrorism. The foregoing motion was passed and approved with the following vote: Garrett, Chesney, Cooper, Garcia, Kelly, Kirmison, Marez, Noyola, and Scott, voting "Aye". Minutes - Regular Council Meeting May 24, 2005 - Page 7 18. ORDINANCE NO. 026278 Amending the Comprehensive Plan of the City of Corpus Christi ("The City") by adopting the Corpus Christi Future Land Use Plan and amending the Corpus Christi Urban Transportation Plan (Ordinance 025251) for the City and its extraterritorial jurisdiction; establisking a unified Future Land Use and Transportation Plan for coordination of land use, zoning, subdivision development and capital improvements consistent with the public interest; amending related elements of the Comprehensive Plan of the City. (First Reading 05/17/05) An emergency was declared, and the foregoing ordinance was passed and approved with the following vote: Garrett, Chesney, Cooper, Garcia, Kelly, Kirmison, Marez, Noyola, and Scott, voting "Aye". Mayor Garrett opened discussion on Item 10 regarding the Bay Trail Phase 3 Project. Mr. Scott noted tiffs item was implementing a portion of the proposed Hike and Bike Trail discussed at last week's meeting. City Engineer ,&ngel Escobar explained Phase 3 of the trail was approximately 4,100 linear feet and 10-feet wide, and would extend from the end of the pavement on Holly Road to the Oso Bay. The project would include primitive hiking trails into the Cart property and along the uplands of the Cayo Del Oso to SPID. Mr. Escobar reported the future Phase 4 of the project would connect the Bay Trail, Phase 3 to Bay Trail Phase 1 and 2 as an on-street trail to the future intersection of Holly Road and Ennis Joslin Road (Spur 3 extension). Mr. Scott stated he would like the city to communicate the implementation of this aspect of the plan to the bicyclists in the area. He also urged staffto try to expedite TxDOT's implementation of the Spur 3 extension. In response to Mr. Garcia's question, Mr. Escobar replied once all four phases of the Bay Trail project were implemented, the hike and bike trail would be approximately 12 miles long. City Secretary Chapa polled the Council for their votes as follows: 10. MOTION NO. 2005-158 Motion authorizing the City Manager or his designee to execute a Contxact for Professional Services with LNV Engineering, of Corpus Christi, Texas in the amount ors 130,000 for the Bay Trail Phase 3 Project. The foregoing motion was passed and approved with the following vote: Garrett, Chesney, Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye". Mayor Garrett referred to Item 19, and a motion was made, seconded and passed to open the public hearing on the following zoning case: Minutes - Regular Council Meeting May 24, 2005 - Page 8 Case No. 0305-04, Sizemore Real Estate, LLC: A change of zoning from a "B-4" General Business District to an "I-2" Light Industrial District. The property is in River Square, Unit 1, Block 1, Lots 1 through 4, located north of IH37 Frontage Road, south of McKenzie Lane and east of Twin River Boulevard. (Tabled 05/10/05) City Secretary Chapa said the Planning Commission recommended the denial of the "I-2" Light Industrial District and in lieu thereof, approval of a Special Permit subject to site plan (Layout C) and nine (9) conditions. Staffrecommended the denial of the "I-2" Light Industrial District and in lieu thereof, approval of a Special Permit subject to site plan (Layout E) and nine (9) conditions. Mr_ Chapa said the ordinance before the Council today reflected the Planning Commission's recommendation. Assistant Director of Development Services Michael Gunaing explained the applicant was requesting the change in zoning for the purpose of developing an office warehouse complex with outdoor storage on 15.86 acres. He said the subject property was located along the IH 37 frontage road and Twin River Boulevard and McKenzie Lane. Mr. Gunning stated the Planning Commission and staffrecommended the denial of the "I-2" Light Industrial District because an unrestricted industrial district would not be appropriate due to the property's proximity to the IH 37, a primary entrance con'idor to the City. The Planning Commission recommended a Special Permit subject to nine (9) conditions. Mr. Gunning stated this case was tabled two weeks ago to allow the applicant to meet with the Tuloso-Midway School Board. As a result, the applicant has developed an alternate layout for their proposal, removing Lot 4 (closest to IH-37) from the zoning change. This area would remain "B4" zoning and would thus protect the city's entryway for commercial uses only. He said Lot 1, abutting McKenzie Lane, would be the f'n-st phase of their development. Staff concurred with the applicant's position. Mr Chesney made a motion to amend the ordinance to deny the "1-2" zoning for the subject property, and to approve a Special Permit for Lots 1-3 subject to the nine (9) conditions and the submission of a finalized site plan; seconded by Mr. Scott; and passed. No one appeared in opposition to the zoning change. Mr_ Chesney made a motion to close the public hearing, seconded by Mr. Noyola, and passed. Mr. Chapa polled the Council for their votes on the amended ordinance as follows: Minutes - Regular Council Meeting May 24, 2005 - Page 9 19. ORDINANCE NO. 026279 Amending the Zoning Ordinance, upon application by Sizemore Real Estate, LLC; by changing the zoning map in reference to River Square Umt 1, Block 1, Lot 1 through 4 3, (currently zoned "B-4" General Business District) by granting a Special Permit for warehouse/office uses subject to site plan ~ayoat C) and nine (9) conditions; amending the Comprehensive Plan to account for any deviations from the existing Comprehensive Plan. An emergency was declared, and the foregoing ordinance was passed and approved as amended with the following vote: Garrett, Chesney, Cooper, Garcia, Kelly, Kirmison, Marez, Noyola, and Scott, voting "Aye". Mayor Garrett referred to Item 20, and a motion was made, seconded, and passed to open the public heating on the following zoning case: Case No. 0405-04, Staples Development: A change of zoning fi.om a "F-R" Farm-Rural District on Tracts 1 and 2 to an "A-2" Apartment House District on Tract 1 and a "B-4" General Business District on Tract 2. The property is 9.93 acres out of Flour Bluff and Encinal Farm and Garden Tracts, Section 20, Lots 21 and 22, located west of Airline Road and 600 feet south of County Road 26-A (Brooks Road). City Secretary Chapa said the Planning Commission recommended the approval of the "A-2" Apar~ent House District for Tract 1, and denial of a "B4" General Business District on Tract 2, and in lieu thereof, approval of a "B-I" Neighborhood Business District for Tract 2_ Staff' recommended the approval of the "A-2" Apartment House District on Tract 1, and denial of the "B- 4" General Business District on Tract 2, and in lieu thereof, approval of an "A-2" Apartment House District. Assistant Director of Development Services Michael Gunning reported the applicant was requesting a change in zoning to "A-2" Apartment House District on Tract 1 for a multi-family development, and a "B4" General Business District on Tract 2 to develop a shopping center. He said staff and the Planning Commission agreed with the applicant's request on Tract 1. On Tract 2, however, the Commission recom_rnended the denial of the "B-4" General Business District and in lieu thereof, the approval of a "B-I" Neighborhood Business District. Mr. Gunning staid staffrecornmended the approval of an "A-2" Apartment House District for Tract 2 because they were concerned about the stripping out of street corridors with commercial development, which caused traffic congestion around a number oftbe city's arterials. To this end, staff, encouraged the location of retail at the intersection of two arterials. He said the applicant concurred with the Planning Commission's recommendation. Mr. Scott stated he supported the Planning Commission recommendation. He asked about the city's policy about limiting the number of curb cuts on major stxeets on commercial property. Mr. Gunning replied the roadways most impacted by curb cut limits were those owned by the state, such as Staples Street and Rodd Field Road. He said Airline Road was not state-owned, but the city used whatever tools at their disposal to manage the number of driveways on any property, usually Minutes - Regular Council Meeting May 24, 2005 - Page 10 through the building permit process_ Mr. Scott asked if the city could allow two curb cuts on this property, one at the southern end and one as a portion of both tracts. Mr_ Gunning replied this was a possible arrangement. He stated it was not possible to set the curb cuts in the rezoning process except through a Special Permit, but the developers would feel that this tied their hands in terms of attracting investors and obtaining financing. Mr. Kilmison supported staffs recommendation because he did not feel comfortable approving the applicant's request since it was a speculative project. He did not want to repeat the mistakes the city had made on other stxeets that had caused traffic congestion. Mayor Garrett called for public comment. Mr_ Wayne Lundquist, 700 Everhart, representing the applicant, spoke m favor of the Planning Commission's recommendation. He did not feel the traffic levels generated by the "B-I' or "A-2" zoning districts were any different. Director of Development Services Barbara Holly stated traffic counts on multi-family districts were approximately nine cars to the unit, where commercial developments generated as much as 130 to 140 trips per thousand square feet. Mr. Kinnison asked if there was any special time limit required if the applicant were to reapply for "B-I" zoning once they could submit a more specific use plan. Mr. Gunning replied that if Council approved staft's recommendation, the one year waiting period would not be imposed. The applicant would then be able to reapply for a zoning change at any time. Ms. Cooper spoke against having the applicant reapply for "B- 1" zoning. She supported the Planning Commission's recommendation because she felt the usage was compatible for the small tract they were requesting. Mr. Kinnison made a motion to amend the ordinance to reflect staffs recommendation, seconded by Mr. Kelly. City Secretary Chapa polled the Council for their votes as follows: Kelly, Kinnison, and Noyola, voting "Aye"; Garrett, Chesney, Cooper, Gaxcia, Marez, and Scott, voting "No". The motion to amend failed. A motion was made, seconded, and passed to close the public heating. City Secretary Chapa polled the Council for their votes on the ordinance as presented as follows: 20. ORDINANCE NO. 026280 Amending the Zoning Ordinance, upon application by Staples Development, LLC, by changing the zoning map in reference to 9.93 acres out of Flour Bluffand Encinal Farm and Garden Tracts, Section 20, Lots 21 and 22, fxom "F-R" Farm-Rural District to "A-2" Apartment House District - Tract 1 and "B-I" Neighborhood Business District - Tract 2; amending the Comprehensive Plan to account for any deviations fi.om the existing Comprehensive Plan. An emergency was declared, and the foregoing ordinance was passed and approved with the following vote: Garrett, Chesney, Cooper, Garcia, Marez, Noyola, and Scott, voting "Aye"; Kelly and Kinnison, voting "No". Minutes - Regular Council Meeting May 24, 2005 - Page 11 Mayor Garrett referred to Item 21, and a motion was made, seconded, and passed to open the public hearing on the following zoning case: Case No. 0405-05, Landmark Commission - Manuel G. Morales: A change of zoning from a "R-lB" One-family Dwelling District to a "R-1B/HC-IV" One- family Dwelling District with a Historical-Cultural Landmark Preservation Overlay. The property is in Del Mar Subdivision, Block 18, Lot 3, located along Clifford Street and 100 feet west of Santa Fe Street. City Secretary Chapa said the Planning Commission and staff recommended the approval of the "R- 1B/HC-IV' One-family Dwelling District with a Historical-Cultural Landmark Preservation Overlay. Assistant Director of Development Services Michael Gunning reported this action was requested by the property owner, and approved by the Landmark Commission and the Plarm/ng Commission. He said the "HC-IV" designation protected the exterior of private buildings not open to the public. Any exterior building modifications to the entire structure would require Landmark Commission review and action within 30 days of the building permit request date. In addition, any demolition procedures would require a 60-day review period fi.om the demolition permit request date. No one spoke in opposition to the zoning change. Ms. Cooper made a motion to close the pubhc hearing, seconded by Mr. Garcia, and passed. City Secretary Chapa polled the Council for their votes as follows: 21. ORDINANCE NO. 026281 Amending the Zoning Ordinance, upon application by the City of Corpns Christi Landmark Commission and Manuel G. Morales, by changing the zoning map in reference to Del Mar Subdivision, Block 18, Lot 3 fi.om "R-lB" One-family Dwelling District to "R-lB" One- family Dwelling District with a "HC-IV" Historical Classification; amending the Comprehensive Plan to account for any deviations from the existing Comprehensive Plan An emergency was declared, and the foregoing ordinance was passed and approved with the following vote: Garrett, Chesney, Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye". Mayor Garrett referred to Item 22, and a motion was made, seconded, and passed to open the public hearing on the following zoning case: Case No. 0405-06, Landmark Commission - Oamaliel Oliva: A change of zoning from a "R- IB'' One-family Dwelling District to a "R-lB/TIC-IV" One-family Dwelling District with a Historical-Cultural Landmark Preservation Overlay. The property is in Del Mar Subdivision, Block 18, Lot 6, located along Clifford Street and 250 west of Santa Fe Street. Minutes - Regular Council Meeting May 24, 2005 - Page 12 City Secretary Chapa said the Planning Commission and staffrecommended the approval of the "R- 1 B/HC-IV" One-family Dwelling District with a Historical-Cultural Landmark Preservation Overlay. Director of Development Services Michael Gunning reported th.is case was identical to the prior zoning case. No one spoke in opposition to the zoning change. Mr. Garcia made a motion to close the public hearing, seconded by Ms. Cooper, and passed. City Secretary Chapa polled the Council for their votes as follows: 22. ORDINANCE NO. 026282 Amending the Zordng Ordinance, upon application by the City of Corpus Christi Landmark Commission and Gamaliel Oliva, by changing the zoning map in reference to Del Mar Subdivision, Block 18, Lot 6 from "R-lB" One-family Dwelling District to "R-lB" One- family Dwelling District with a "HC-IV" Historical Classification; amending the Comprehensive Plan to account for any deviations from the existing Comprehensive Plan. City Secretary Chapa polled the Council for their votes as follows: Garrett, Chesney, Cooper, Gareia, Kelly, ginrtison, Marez, Noyola, and Scott, voting "Aye". Mayor Garrett opened discussion on Item 23 regarding the sale of 45 properties at a tax resale auction. Director of Finance Cindy O'Brien reported the auction would be held on June 11 at the Nueces County Courthouse. She sa.id the city had identified 16 of the 45 properties as potential candidates for the city's infill lot program, and Neighborhood Services was reviewing the properties now for suitability. If any properties were deemed appropriate for the program, smffwould submit a letter to the law finn requesting that the properties be removed from the auction list before June 11. There were no comments from the audience. City Secretary Chapa polled the Council for their votes as follows: 23. ORDINANCE NO. 026283 Ordinance authorizing the sale of forty-five (45) properties shown on the attached and incorporated Exhibit A at a tax resale auction with opening bids of 30% of the most recent tax appraisal value as described on the attached Exhibit A. An emergency was declared, and the foregoing ordinance was passed and approved with the following vote: Gm-rea, Chesney, Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye". Mayor Garrett opened discussion on Item 24 regarding a utility rate analysis study. Assistant City Manager Ron Massey stated the city's current utility rates wexe based on a 1990 rate study. He said the city's wholesale water customers had requested that the city look at the actual cost of service, Minutes - Regular Council Meeting May 24, 2005 - Page 13 allocate those costs to the various categories of users, and then determine whether the c~ty's rate structure was consistent with those costs. Mr. Scott questioned the need for this study. Mr. Massey explained this study would help the city determine the appropriate charge by category of customer. Some customers, for example, received their water from the treatment plant, while others received it further down the distribution system. The city did not necessarily have a water transportation cost for those customers further down the distribution system. Mr. Scott also questioned the cost of the study. Mr. Massey stated the study involved analyzing the city's existing model, and validating whether the city should keep the model or change it to another model if desired_ Mr. Noyola also questioned the cost of the study, saying it seemed excessive. He expressed concern that the city was questioning the equity of its utility rates. Mr_ Massey replied staffwas considering moving to a rate structure with a different calculation for every customer category, similar to San Patricio County. He said the city had not studied its costs per customer category since 1990. Mr. Noyola was concerned the study might show that the city was overcharging some customers. He felt it was better to adopt a "if it ain't broke, don't fur it" philosophy regarding utility rates. City Manager Noe replied staff could not predict that any class of customers was being overcharged or undercharged until the study was complete. He said a number of major customers had asked the city to study their rates to assure that the city's utility rates were equitable and, considering the city had not done a rate study in 15 years, he felt this was a reasonable request. Mr. Noyola stated he did not support this study. Mr_ Kirmison asked if the rate study was truly berag driven by the industrial users's request. City Manager Noe replied the industrial users initiated the request, but staff also felt it was reasonable to look at its rates after 15 years. Mr. Kinnison asked if the study in 1990 cost about the same amount. Water Superintendent Ed Garana stated he would provide this information. Assistant Dh-ector of Engineering Services Kevin Stowers added there had also been many changes in statutory authority as the city's customer base has changed. As a result, the city needed to be able to validate that its current rates were up-to-date, fair, and sound for all customers. Mr. Kinnison stated it may very well be that the induslrial water customers who requested the study may have to pay more than they are paying today. City Manager Noe replied affu-matively, saying he had conveyed this possibility to the industrial water customers. Mr. Kinnison asked Mr. Noe to communicate this point again, because he doubted whether this group had heard the message. Mr. Kinnison asked for the timeline on the study. Mr. Stowers replied the study should be available for next year's budget cycle, with a model operational in January and February. Mr. Massey added that any rote change decisions would be discussed with the Council before the budget was finalized. In mary, City Manager Noe stated the city has become the reg/onal water entity for a very large area, including a number of municipalities and districts. Thus, staff felt the city had an Minutes - Regular Council Meeting May 24, 2005 - Page 14 obligation to be as transparent and equitable as possible regarding its utility rates. Mr. Noyola and Mr. Chesney stated if the wholesale water customers had requested the study, then they should be responsible for paying a portion of the cost. Mr. Massey replied the city also recognized a need to be more sopkisticated in how they calculate utility rates. He said staff had issued an RFP for the study, and HDR Engineering was selected out of two bidders_ Mr. Stowers added the TCEQ also required that the city have a rote structure that is appropriate, fair, and equitable for its customers. In response to Mr. Kinnison's question, City Manager Noe replied the city's storm water charges could be challenged because customers outside of the city limits do not benefit fxom storm water expenditures_ Mr. Kinnison asked which customers would pay for this study. Mr. Massey replied everyone who paid for treated water, 42 percent of which was for industrial usage. Mr_ Kinnison stated residential customers could stand to benefit just as much as industrial customers from the study results. He also stated the study would provide various options for the city to consider, not just one option. Mr. Scott was concerned about how any rate changes would be implemented as a result of the study_ City Manager Noe replied any rate changes would be implemented prospectively rather than retroactively. Mr Scott stated he would like the city's large volume water customers to formally state their support for this item. Thus, Mr. Scott made a motion to table this item for one week, seconded by Mr. Chesney, and passed. 24.a. TABLED FOR ONE WEEK Ox, l:r,^,,~c ,~p~,,mpdating $255,790 fi,m~ th,. Wat~ Fmxd unal,p,~,t,~ioted fu~d balo~c i,m Wat,~, Fund No. 4010 fo, thc Ufihty Wat,., R~t, A~al~is ~'hdy, ~,~,,ding thc FY 2004- 2005 A~aal Op~fi,~g Budget adopted by Ot'di'~,c,~ No. 025878 by ,~vv~,,vdations by $255,790_ 24.b. TABLED FOR ONE WEEK Moffon authorizing the City M,~ag,, o~ his ckslr,,¢c to execute a coahact with IIDR Engi'c~,ing, Inc., of Co,~as Cl,lsti, Texas in thc ~,,ount of $255,790 for a Utility Rate Paralysis Study. Mayor Garrett opened discussion on Item 25 regarding the potential construction of a skate park in Cole Park. Director of Parks and Recreation Sally Gavlik stated the Council had previously approved a master plan for Cole Park that included a skate park. She said the issue before the Council was whether the skate park should be in Cole Park before proceeding with the master plan implementation. Ms. Gavlikreviewed the Council's previous actions regarding the skate park. In March 2002, she said the Junior League made a Council presentation regarding the skate park, and the Boys and Minutes - Regular Council Meeting May 24, 2005 - Page 15 Girls Club was the recommended location. In April 2004, the city made a motion to enter into an agreement to provide two annual payments of $50,000 for skate park design and construction. In October 2004, the Junior League made a Council presentation regarding an alternative site for the skate park at Cole Park. In November 2004, the Council approved an amendment to the Corpus Christi Parks, Recreation, and Open Spaces Master Plan to include a comprehensive Master Site Plan for Cole Park. Ms. Gavlik reviewed a list of public meetings held as follows: February 4, 2005 - Marina Del Sol residents and staff; March 15, 2005 - public input meeting at City Hall; April 19, 2005 - meeting with Junior League, Del Mar, and park and recreation staff; May 3 -brie frog with Del Mar residents; May 10 - consultant presentation of Cole Park Master Site Plan, public comments, and written survey; and May 11 - Park and Recreation Advisory Committee meeting. Ms. Gavlik discussed a number of concerns raised at the public meetings that staffaddressed as follows: traffic/speed; parking in Del Mar area; bus stop on Ocean Drive; curfew;, noise levels; vandalism; and adequate supervision. Ms. Gavlik also stated there were also a number of construction issues that had surfaced regarding the skate park site: water table; retaining walls; fencing; and lighting. Depending on where the skate park was located in Cole Park, she said the area may need to be elevated to hold an 8-foot bowl due to the level of the water table. She noted that the site near Kids Place had a water table of approximately 8 feet. Iftbe skate park was built into the hillside, retaining walls would need to be constructed so the it would not slide into the bay. In addition, she said fencIng would be necessary to ensure the protection of the area, liability, and to limit access for smaller children_ Finally, if the facility was to be open during the evening hours, adequate lighting would need to be installed. Mr. Chesney stated the conflict over the skate park was being portrayed as the Junior League versus Del Mar residents. In his opinion, city staffmade a recommendation to locate the skate park in Cole Park, which the Council approved. Thus, he felt the Council should be accountable for the decision to locate the skate park in Cole Park, not the Junior League. Ms. Gavlik replied the Junior League had requested a site on the bayfxont. She said there were three parks on the bayfront as follows: Sherrill Park, McCaughan Park, and Cole Park. Sherrill Park was a veteran's park, and McCaughan Park was eliminated because of its proximity to the coliseum. Thus, by default, Cole Park became the choice for the park. Mr. Chesney disagreed with staffs assessment, saying McCaughan Park would have been a great location for the skate park. Mr. Chesney stated the public discourse regarding the skate park had been constxuctive in his view. Regardless of what the Council's decision was today, he wanted to ensure that the project would not lose momentum; thus, he stated he did not want to see any unnecessary delays in the decision making process. Mr. Chesney asked about the two potential sites for the skate park in Cole Park. Ms. Gavlik replied Alternate A was by KidsPlace and Alternate B was located on the hillside near the intersection of Louisiana Parkway and Ocean Drive. Alternate A would require the elevation of the water table and Alternate B would require retaining walls since it was located on a hillside. In response to Mr. Chesney's question, Ms. Gavlik stated staff would need to discuss the sites with the Minutes - Regular Council Meeting May 24, 2005 - Page 16 Junior League because each location had different construction issues that would generate specific construction costs. She said while the consttuction issues for Alternate B would be more expensive to address. However, the cost notwithstanding, she felt Alternate B was the better choice_ Mr. Chesney replied that he felt it would be appropriate if the Council were to approve more funding for the project if the best site was projected to cost more. Ia response to Mr. Chesney's question, Ms. Gavlik stated there was a third site in Cole Park that was eliminated from the plan because of its proximity to the Marina Del Sol condominiums. In many ways, it was a better site because it was a lower cost site with adequate parking and pedestrian accessibility. Mr_ Chesney mentioned a number of alternate sites, such as South Bluff Park and McCaughan Park. Ms. Gavlik said staff had discussed a number of alternate sites internally, but needed to obtain Council direction on the Cole Park site before pursuing other options. Mr. Noe added staffhad discussed the siting of the skate park in a bayfi'ont park with Mr. Raymond Gignac and the other architects of the Bayfi-ont Master Plan. He said they rejected the idea because it didn't fit in with the existing plan. Mr. Chesney asked if an alternate site was chosen, how long would it take to go through the public information process. Ms. Gavlik replied the process would take approximately two to three months. Mayor Garrett called for a fifteen minute recess to conduct a board and committee member swearing-in ceremony and present a proclamation. He said the Council would resume the discussion on this item after the break. Mayor Garrett called for petations fi.om the audience. Mr. Jack Gordy, 4118 Bray, asked that the city consider reinstating the pawn shop detail program; and expressed concern about the management of the public access studio. Mr. Scott asked if the revenues for the Crime Control District were higher than anticipated, would it be possible to reinstate the pawn shop detail program. Mr. Noe responded the Council would consider the Crime Control Dislrict budget next month with the Board's funding recommendations. Mr. Bill Kopecky, 3609 Topeka, commented that the city contracted for too many studies, and also stated he did not feel the city should function as a regional water supplier, but instead consider establishing a regional water authority. Mayor Garrett reopened the discussion on Item 25, the skate park at Cole Park. In response to Mr. Noyola's question, Ms. Gavlik stated that the engineering costs for Alternate A (KidsPlace) would estimated at $145,000; Alternate B (Hillside) - $299,000; and Alternate C (Marina Del Sol) - $144,000. These costs were in addition to the $400,000 base cost of the skate park. Mr. Noyola suggested that the Dr. Hector P. Garcia Park would be a good alternate site. Mr. Garcia asked staffto address the traffic and safety issues, and who would assume the Minutes - Regular Council Meeting May 24, 2005 - Page 17 increased costs. City Engineer Escobar discussed the following options: lowering the speed limit on Ocean Drive; creating an extra crosswalk; and creating parking restrictions in residential neighborhoods. Mr. Scott spoke in support of the skate park project, saying he was in favor of spending additional funds if necessary to ensure a quality facility. He asked the Junior League to discuss their estimated costs for the project_ Ms. Renee Burrs with the Jun/or League replied that originally, the skate park construction was estimated at $350,000. The Junior League had discussed setting up an endowment fund of $50,000 to maintain the park. This price did not include any fencing or lighting. She had spoken with Mr. Richard Dodson of Marshall Construction provided them an updated estimate at today's prices, and he confirmed the price was still $350,000. Ms. Burke stated the Junior League had received a number of in-kind donations (concrete at cost, etc.) to offset the price. Regarding the additional costs being discussed today, she said the Junior League had been made aware of them at today's meeting. Mr. Scott asked about supervision of the skate park. Ms. Gavlik said the plan did not include any provisions for supervision. Mr_ Scott stated the Portland Skate Park has set up a remote security camera system that was connected into the Portland police department. He also asked about maintenance. Ms. Gavlik said the city would maintain the same level of maintenance they were doing now. Mr. Scott also asked about parking for the skate park. Ms. Gavlik replied the plan included 50 additional parking spaces. Mayor Garrett asked for public comment_ The following individuals spoke in support of having the skate park in Cole Park: Ms. Dorothy Spann and Mr. Bill Allen with the Del Mar Neighborhood Association; Mr. Fred Garcia, 210 Summeridge; and Mr. Danny Noyola, 4433 Valdez. The following individuals spoke in favor of a skate park, but preferred an alternate site besides Cole Park: Mr. Larry Frederick, 120 Del Mar; Mr. Sam Cowling, 138 Southern; Mr_ Rick Roberson, 315 Del Mar; Ms. Nancy Beauchamp, 1901 Del Mar; Ms. Heather McCaaffin, 14721 Whitecap; Ms. Edie Richards; an unidentified woman; Mr. Bob Minor, 116 Louisiana Parkway; Mr. James Eskew, Marina Del Sol condos; Dr. Arnold Gonzales, 110 Ocean View; Ms. Michelle Moffitt, 134 Louisiana. The following individuals spoke against locating the skate park in Cole Park: Ms. Carolyn Moon, 4901 Calvin; Ms. Kay Nesbitt, 1917 Ocean Drive; Ms. Courmey Berry, 2757 Ocean Drive; Ms. Donna Frederick, 120 Del Mar; Ms. Gnadalupe Rangel, 3 Hewitt Drive; and Mr. Roger Blake, 2001 Ocean Drive. Mr_ Tony Hauglam, 205 Del Mar, presented a petition signed by Del Mar residents opposed to locating the skate park in Cole Park. Ms. Renee Burrs, 14612 Red River, and Ms. Yma Urban, 145389 Tortuga, of the Junior League spoke in favor of continuing to build a skate park. Mr. Kinrdson stated that the Portland skate park usually had approximately 17 to 20 skaters Minutes - Regular Council Meeting May 24, 2005 - Page 18 at a time, and many of those individuals car pooled. Thus, he felt the 50 proposed parking spaces were sufficient, and several members of the audience supported his belief. He also asked questions about fencing and city liability for any injuries. Mr. Kinnison asked if the city would consider installing an emergency phone at the park for citizen use. Mr. Noe answered affirmatively. Finally, Mr. Kinnison asked about curfew at Cole Park. Ms. Gavlik replied Cole Park's curfew was 2:00 a-m. because it was considered a bayfront park. She said prior to the skate park discussion, citizens had requested that the city lower the curfew to 12:00 a.m. like other city parks. She said staffwould taking the request to the Park and Recreation Advisory Committee for their consideration. In response to Mr. Kirmison's question, Ms. Lavonne Garrison said the skate park construction was estimated to take four to sm months to complete. Mr. Marez spoke in support of having a skate park in the downtown area. He said the city needed to address the curfew issues and safety issues raised_ He also spoke in support of installing an emergency phone. He was concemed that the price of the skate park could go as high as $750,000, but he hoped the Jumor League could receive in-kind donations to offset this expense_ He also stated that he did not believe that more graffiti and crime were necessarily to be expected around a skate park. Mr_ Noyola spoke in favor of lowering the Cole Park curfew to 12 midnight. He also asked the city to work with the RTA to provide adequate transportation to the skate park. Mr. Kelly asked questions about the site near the Marina del Sol condos had been eliminated_ Ms. Gavlik stated the site had many advantages, but today's discussion was focused on whether there would be a skate park in Cole Park or not. The actual site in Cole Park was yet to be det~J ,,,incr. Mr. Scott and Ms. Cooper stated they were in favor of locating the skate park in Cole Park, but also felt the city should make every effort to mitigate the negative effects the park might have on the neighborhoods. In response to Mr. Scott's question, Mr. Charlie Bryan stated concrete skate parks were preferable over wooden skate parks, and modular skate parks. He said additional flafland space could be placed in the park to allow for event specific ramps Mayor Garrett and the Council thanked the Junior League for their efforts. He said he placed this item on the agenda so the Council could give staffdirection on this matter. City Secretary Chapa polled the Council for their votes as follows: Minutes - Regular Council Meeting May 24, 2005 - Page 19 25. MOTION NO. 2005-168 Motion granting permission to locate the skate park in Cole Park; dixecting inclusion of the skate park in the Comprehensive Master Site Plan for Cole Park as part of the Corpus Christi Parks, Recreation and Open Spaces Master Plan; and authorizing the City Manager to take all necessary action and to sign a conta'act and all other necessary documents for the Junior League of Corpus Christi, Inc_ ("Junior League") to construct the skate park In Cole Park, provided the following condition is satisfied: The Junior League shows to the satisfaction of the City Manager that the Junior League has the funding in place necessary to constxuct the skate park in Cole Park. The foregoing motion was passed and approved with the following vote: Garrett, Chesney, Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye"_ Mayor Gan'ett announced the executive sessions, which were listed on the agenda as follows: 26. Executive session under Texas Government Code Section 551.071 regarding Matthew Barnes, et al vs. James Peterson and the City of Corpus Christi, Cause No. C-04-724, in the United States Dislrict Court for the Southern District of Texas, Corpus Christi Division, with possible discussion and action related thereto in open session. The Council went into executive session. The Council returned from executive session and the following motion was passed with the following vote: 26. MOTION NO. 2005-169 Motion authorizing the City Manager to employ the law firm of Canales & Simonsoa, P.C_ to provide legal representation in Cause No. C 04-274, Michael Barnes, et al v. City of Corpus Christi, et al, in the United States District Court, Southern District of Texas, Corpus Christi Division, at an hourly rate not exceeding $185.00, plus expenses, subject to certification of funds. The foregoing motion was passed and approved with the following vote: Garrett, Chesney, Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye". Mayor Garrett called for the City Manager's report. City Manager Noe reported the city's library system would be holding the "Get Hooked on Reading" program this summer, with the support of the Corpus Christi Hooks, the Caller-Times, and FlInt Hills Resources. He said the library Minutes - Regular Council Meeting May 24, 2005 - Page 20 system had also been working on a program to sign up kids for library cards, with cooperation of the Friends of the Libraries, Sam's Club and the Kiwanis Club. Since February 1, he said 3,000 children had been signed up for library cards. Mr. Noe reported that the ribbon-cutting ceremony for the fa'st project supported by the 4A sales tax, A.C. Distribution, took place today. Mr. Noe reported that tomorrow was Corpus Christi Day at the Slate Legislature. He also stated the presentation of the city manager's budget would be on next week's agenda. Mayor Garrett reported that after Memorial Day, the Council would wear their summer attire. There being no further business to come before the Council, Mayor Garrett adjourned the Council meeting at 2:35 p.m. on May 24, 2005. MINUTES CITY OF CORPUS CHRISTI, TEXAS Regular Council Meeting May 31, 2005 - 10:02 a.m. PRESENT Mayor Henry Garrett Council Members: Melody Cooper Jerry Garcia Rex Kilmison Bill Kelly John E. Marez Jesse Noyola Mark Scott City Staff: City Manager George K. Noe First Ass[ City Attorney Jay Reining City Secretary Armando Chapa ABSENT Mayor Pro Tem Brent Chesney Mayor Gas'rea called the meeting to order in the Council Chambers of City Hall. The invocation was delivered by Pastor Randy Walterman of the Corpus Christi Christian Fellowship and the Pledge of Allegiance to the United States flag was led by Council Member Maxez_ Mayor Garrett called for approval of the minutes of the City Council Retreat of May 2, 2005. A motion was made and passed to approve the minutes as presented_ Mayor Garrett called for consideration ofthe consent agenda (Items 2-13). Council members requested that Item 6 be discussed. There were no comments fi'om the public. A motion was made, seconded, and passed to approve Items 2 through 13, constituting the consent agenda, except for Item 6, which was pulled for individual consideration. City Secretary Chapa polled the Council for their votes as follows: Minutes - Regular Council Meeting May 31, 2005 - Page 2 2_ MOTION NO, 2005-170 Motion approving the purchase of five (5) pickup trucks and one (1) van fi.om the following companies, for the following amounts, in accordance with Bid Invitation No. BI-0089-05, based on low bid for a total amount of $124,948. The vekicles will be purchased for Fire, Muaicipal Information Systems (MIS) and the Wastewater Department. Four of the vehicles are replacements and two are additions to the fleet. Funds are available in the Capital Outlay Budget of the Maintenance Services Fund, the Fire Stations Operational Budget, and the MIS WiFi Operational Budget. Access Ford, LTD Corpus Christi, TX Bid Items 1, 2 and 4 $100,408 Access Ford Comus Christi, TX Bid Item 3 $24,540 Grand Total: $124,948 The foregoing motion was passed and approved with the following vote: Garrett, Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye"; Chesney was absent. 3. MOTION NO. 2005-171 Motion approving the lease purchase of three (3) 1250 GPM pumper fire trucks from Siddons Fire Apparatus, of Manor, Texas for the total amount of $645,212_ The award is based on the Cooperative Purchasing Agreement with the Houston Galveston Area Council of Governments (HGAC). These units are replacements. Financing will be provided through the City's lease/purchase financing program with an initial payment scheduled for February 2006. Funds have been requested by the Fire Department for FY 2005-2006. The foregoing motion was passed and approved with the following vote: Garrett, Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye"; Chesney was absent. 4. MOTION NO. 2005-172 Motion approving the lease purchase of one (1) bucket track fi.om Philpott Motor Company, of Nederland, Texas for the total amount of $68,189. The award is based on the Cooperative Purchasing Agreement with Houston Galveston Area Council of Governments. This unit is an addition to the fleet. Financing will be provided through the City's lease/purchase financing program with payments initiating in December 2005. Funds have been requested by the MIS Department for FY 2005-2006. The foregoing motion was passed and approved with the following vote: Garrett, Cooper, Garcia, Kelly, l(innison, Marez, Noyola, and Scott, voting "Aye"; Chesney was absent. Minutes - Regular Council Meeting May 31, 2005 - Page 3 5 MOTION NO. 2005-173 Motion approving a supply agreement with Texas Tire Recycling, Inc., of Baytown, Texas for used tire disposal service in accordance with Bid InvitationNo. BI-0064-05 based on only bid for an estimated annual expenditure of $79,200 of which $14,400 is budgeted in FY 2004-2005. The term of the supply agreement will be for twelve months with an option to extend for up to two additional twelve-month periods subject to the approval of the supplier and the City Manager or his designee. Funds have been requested by Solid Waste and Maintenance Services for FY 2005-2006. The foregoing motion was passed and approved with the following vote: Garrett, Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye"; Chesney was absent. 7.a. ORDINANCE NO. 026285 Ordinance appropriating $423,980 fi-om the unappropriated miscellaneous revenues from Water Capital Improvement Program Fund 4080; and appropriating and approving the transfer of $423,980 fxom Water Capital Improvement Program Fund 4080 into Street Capital Improvement Program Fund 3530 for the Laguna Shores Road Street Improvement Project; amending FY 2004-2005 Capital Budget adopted by Ordinance No. 026188 by increasing appropriations by $847,960. An emergency was declared, and the foregoing ordinance was passed and approved with the following vote: Garrett, Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye"; Cheaney was absent. 7.b. MOTION NO. 2005-175 Motion authorizing the City Manager or his designee to execute a Contract for Professional Services with RVE, Inc., of Corpus Christi, Texas in the amount of $423,980 for the Laguna Shores Road Street Improvements from Graham to Hustlin Hornet. (BOND ISSUE 2004) The foregoing motion was passed and approved with the following vote: Garrett, Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye"; Chesney was absent. 8.a. ORDINANCE NO, 026286 Ordinance appropriatmg and approving the transfer of $173,502 from the unappropriated interest earnings in the Water Capital Improvement Program Fund 4084 to and appropriating in the Street Capital Improvement Program Fund 3530 for the Cliff Maus Road Improvements Project Phases 2 & 3; amending FY 2004-2005 Capital Budget adopted by Ordinance No. 026188 by increasing appropriations by $347,004. An emergency was declared, and the foregoing ordinance was passed and approved with the following vote: Garrett, Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye"; Chesney was absent. Minutes - Regular Council Meeting May 31, 2005 - Page 4 8.b. MOTION NO. 2005-176 10. 11. Motion authorizing the City Manager or his designee to execute a Contract for Professional Services with Naismith Engineering, Inc., of Corpus Christi, Texas in the amount of $422,904 for the Cliff Maus Road Improvements Project as follows: * Phase 2 - Old Brownsville Road to Bear Lane * Phase 3 - SPID to Rockford Road The foregoing motion was passed and approved with the following vote: Garrett, Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye"; Chesney was absent. MOTION NO- 2005-177 Motion authorizing the City Manager or his designee to execute Change Order No. 6 with Garver Construction, Ltd., of Houston, Texas in the mount of $433,336.10 for the 30-inch Gravity Sewer Line from Greenwood Drive to Richter Ditch for additional water and wastewater lines to serve area businesses. The foregoing motion was passed and approved with the following vote: Garreth Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye"; Chesney was absent. MOTION NO, 2005-178 Motion authorizing the City Manager or his designee to execute Change Order No. 5 to the Resaca Lif~ Station contract with Holloman Corporation, of Converse, Texas in the amount of $142,468.18 for additional work to provide access to the existing Broadway Wastewater Treatment Plant and for &watering at two locations. The foregoing motion was passed and approved with the following vote: Garrett, Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye"; Chesney was absent. RESOLUTION NO. 026288 Resolution recognizing the public necessity of acquiring fee simple title to a tract of land containing 2.286 acres out of the Enriquez Villarreal Survey A- 1, also being out of Section 11, Bohemian Colony Lands, from the owners of record, being the Estate of Paul Snyder, Deceased and the Frances Snyder Trust, for the conslxuction of drainage improvements in connection with the Club Estates Channel Improvement Project, Phase 2 (#2238) and other municipal purposes, and authorizing acquisition by means of negotiations or eminent domain proceedings by the City of Corpus Christi in acquiring the property. The foregoing resolution was passed and approved with the following vote: Garrett, Cooper, Gm'cia, Kelly, K/nnison, Marez, Noyola, and Scott, voting "Aye"; Chesney was absent. Minutes - Regular Council Meeting May 31, 2005 - Page 5 12. ORDINANCE NCr. 026289 Ordinance appropriating $24,168.71 from the unappropriated interest earnings in Packery Channel Capital Improvement Program Fund 3277 for the Packery Channel Project South Parking Lot Project (Windward/St. Augustine Seawall Parking Lot); amending FY 2004- 2005 Capital Budget adopted by Ordinance No. 026188 by increasing appropriations by $24,168.71. An emergency was declared, and the foregoing ordinance was passed and approved with the following vote: Garrett, Cooper, Garcia, Kinnison, Marez, Noyola, and Scott, voting "Aye"; Chesney was absent; Kelly abstained. 13_ ORDINANCE NO. 026289 Ordinance appropriating $6,000 fi.om Special Events Grants and Vendor Fees in the No. 1020 General Fund to pay expenses for Bay Jammin' Concerts and Movies 2004-2005 and Texas Independence Celebration 2005 An emergency was declared, and the foregoing ordinance was passed and approved with the following vote: Garreth Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye"; Chesney was absent. Mayor Garrett opened discussion on Item 6 regarding a construction project on Greenwood Drive. There were no questions on Item 6. Council Member Noyola asked for more information on Item 8 regarding street Lmprovements to CliffMaus Road. City Engineer Angel Escobar stated Phases 2 and 3 of the project would install drainage and wastewater lines, and a three-lane road with a continuous left-mm lane. He said the project would take approximately nine months to complete. City Secretary Chapa polled the Council for their votes on Item 6 as follows: 6.a. ORDINANCE NO. 026284 Ordinance appropriating $298,809 from the unappropriated miscellaneous revenues fi.om Water Capital Improvement Program Fund 4080; and appropriating and approving the transfer of $298,809 from Water Capital Improvement Program Fund 4080 into Street Capital Improvement Program Fund 3530 for the Greenwood Drive, Phase 1 Street Improvement Project; amending FY 2004-2005 Capital Budget adopted by Ordinance No. 026188 by increasing appropriations by $597,618. An emergency was declared, and the foregoing ordinance was passed and approved w/th the following vote: Garrett, Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye"; Chesney was absent. Minutes - Regular Council Meeting May 31, 2005 - Page 6 6.b. MOTION NO. 2005-174 Motion authorizing the City Manager or bas designee to execute a Contract for Professional Services with Shiner, Moseley & Associates, Inc., of Corpus Christi, Texas in the mount of $534,416 for the Greenwood Drive, Phase 1, from Gollihar to SPID Project. {BOND ISSUE 2004) The foregoing motion was passed and approved with the following vote: Garrett, Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye"; Chesney was absent. Mayor Garrett referred to Item 14, and a motion was made, seconded and passed to open the public hearing on the following zoning case: Case No. 0505-06, Oceanla'ee Limited: A change of zoning from an "A-T" Apartment- Tourist District to an "A-T" Apartment-Tourist District with a "PUD-2" Planned Unit Development. The property is in Ocean Village Estate, Block 1, Lots 1, 2 and 3, located at the southwest comer of Ocean Drive and Airline Road. City Secretary Chapa said the Planning Commission and staffrecommended the approval of an "A-T" Apartment-Tourist District with a "PUD-2" Planned Unit Development subject to eight (8) conditions. No one appeared in opposition to the zoning change. Ms. Cooper made a motion to close the public hearing, seconded by Mr. Kinnison, and passed_ Mr. Chapa polled the Council for their votes as follows: 14. ORDINANCE NO. 026290 Amending the Zoning Ordinance, upon application by Oceantree Limited, by changing the zoning map in reference to Ocean Village Estate, Block 1, Lots 1, 2 and 3, fxom "A-T" Apartment-Tourist District to "A-T"/"PUD-2" Apartment-Tourist District with a Planned Unit Development 2, subject to eight (8) conditions; amending the Comprehensive Plan to account for any deviations from the existing Comprehensive Plan. An emergency was declared, and the foregoing ordinance was passed and approved with the following vote: Garrett, Cooper, Garcia, Kelly, Kinnison, Marez, Noyola, and Scott, voting "Aye"; Chesney was absent. Mayor Garrett opened discussion on Item 15 regarding a utility water rate analysis study, which. City Manager Noe said tbas item had been tabled last week. He said staff had asked the city's indus~al water customers to either contact the Council or be present today to discuss the Council's concerns regarding this study. He said a number of industrial customem had contacted the Mayor and him reiterating their support for this initiative. Mr. Massey stated that Mr. Don Roach Minutes - Regular Council Meeting May 31,2005 - Page 7 with the San Patricio Municipal Water District was in the audience and supported the study. Mr. Noe commented that Mr. Roger TenNapel with Flint Hills had contacted him this morning to pledge their support for the initiative. Mr Noyola and Mr. Scott stated that they had not heard from any of the city's large water users about this initiative. Mr. Scott said he had requested that representatives from the large water users group be here today to address the Council's concerns regarding theh- support for this study. Mr_ Scott asked who contacted the city to say they were in support of the initiative. Mr. Noe stated the initial request for the study came through the Chamber of Commerce's Infrastructure Committee, chaired by Mr. Ralph Coker, which had representation from most of the major water users in the area. He said Assistant City Manager Ron Massey had reported that he had notified all the members on the Infrastructure Committee to advise them of the Council's concern. Mr_ Massey said they agreed to move forward with the study, including Mr. Tom Curlee with the Port Industries, Mr. Coker, and Mr. TenNapel. Mr. Noe said he understood Mr. Curlee would be here today representing the industry_ Mr_ Noyola stated that if the industrial customers had requested this study, then they should pay half of the cost_ He was also concerned that if the study results showed that the industrial users were being undercharged, then would the industrial users agree to implementing the results. In response to Mr. Garcia's question, Mr. Massey said the costs could shift any way, to the residential customers or to the industrial customers, depending on the study results. He said the study would provide various options for the Council and staffto consider. Mr. Kinmson stated he felt the city had made every possible effort to inform the industrial water users that the rate study could result in rote increases for them. He spoke in support of the study because the equity of the city's rates needed to be addressed. Mayor Garrett asked for public comment. Mr. Bill Kopecky, 3609 Topeka, expressed concern that the city could raise utility rates even for those water users who lived outside the city limits_ He didn't think it was fair that because those individuals were not able to vote for the Mayor and Council. Mr. Abel Alonzo, 1718 Thames, stated he was concerned that the industrial water users would not abide by the results of the study if they meant a rate increase. Minutes - Regular Council Meeting May 31,2005 - Page 8 City Secretary Chapa polled the Council for their votes as follows: 15.a. ORDINANCE NO. 026291 Ordinance appropriating $255,790 from the Water Fund unappropriated fund balance into Water Fund No. 4010 for the Utility Water Rate Analysis Study; amending the FY 2004- 2005 Annual Operating Budget adopted by Ordinance No. 025878 by increasing appropriations by $255,790. (Tabled 5/24/05) An emergency was declared, and the foregoing ordinance was passed and approved with the following vote: Garrett, Cooper, Garcia, Kelly, Kirmison, Marez, Noyola, and Scott, voting "Aye"; Chesney was absent. 15.b. MOTION NO. 2005-175 Motion authorizing the City Manager or his designee to execute a contract with I-[DR Engineering, Inc., of Corpus Christi, Texas in the amount of $255,790 for a Utility Rate Analysis Study. (Tabled 5/24/05) The foregoing motion was passed and approved with the following vote: Garrett, Cooper, Garcia, Kelly, Kinnison, and Scott, voting "Aye"; Marez and Noyola, voting "No"; Chesney was absent. Mayor Gm'rea referred to Item 16, an overview of the proposed FY 2005-2006 operating budget. City Manager Noe stated the purpose of today's presentation was to highlight key aspects of the recommended budget, and outline the budget adoption schedule. Assistant City Manager Oscar Martinez discussed the budget preparation process, which began in February 2005. He said the process was based on a number of criteria as follows: clear identification of available resources; departmental expertise; goal to maintain the current level of service; consideration of existing contractual commitments; correlation of budget amounts to performance measures; consideration of the volatile cost of fuel; consideration of least critical costs and expanded level of service requests prepared by departments; consideration of prioritization of services (core/semi-core/non-core); and conformance with city policies and procedures. Mr. Martinez reviewed the FY 2005-2006 document format. He said the Manager's Message and the FY 2005-2006 budget summary outlined the key points in the budget. In addition, he said the budget document included an update on the progress towards the Council's goals and priorities set prior to their retreat (May 2, 2005). The document also included budget summaries of expenditures, revenues, and staffing levels, as well as snmmaries by fund. Finally, he mentioned a best practices section, a supplemental information section, and a reader's guide. Mr. Maxtinez covered the overview of the FY 2005-2006 budget. He reviewed a graph depicting the combined fund summary of revenues by fund (general, enterprise, internal, debt, and Minutes - Regular Council Meeting May 31,2005 - Page 9 special funds)_ He pointed out that the 2005 figures were estimates, and the 2006 figures were the proposed budget numbers. He observed that the city's revenues between 2005 and 2006 had remained relatively level. Mr. Martinez then reviewed a g~aph illustrattng the combined fund summary of expenditures by fund. He pointed out there was a level trend in expenditures between 2005 and 2006, and a flat level of expenditures by fund. Mr. Martinez discussed a graph enumerating the 2006 expenditures by category for each of the funds. He noted that personnel comprised the largest portion of the city's budget at 31 percent, compared with 32 percent this year. He noted the internal allocations and transfers may skew the numbers slightly. Mr_ Martinez referred to a personnel summary chart, comparing the current FY 2004-05 levels with the proposed FY 2005-06 levels. He pointed out that in total, the proposed FY 2005-06 included a net reduction of 36 FTEs (full-time equivalents). In the General Fund, he noted an increase of 46 FTEs. This was partly attributable to the blending of 68 FTEs in the Ambulance Fund into the General fund, but staff did make reductions in other departments to reach the estimated 46 FTEs. Mr. Scott asked where the reductions were made. Mr. Noe replied the bulk of the staff reductions were in the solid waste department, since the city had contracted out the landfill operations. Mr. Martinez stated the Enterprise Fund showed a net reduction of 80.5 FTEs, once again partly attributable to the blending of the Ambulance Fund, previously categorized as an Enterprise Fund, into the General Fund. In addition, he reported 18 positions in the Utilities depm tment were being moved to the Call Center, an Internal Service Fund_ Finally, he reported the reduction of 10 FTEs in the Special Revenue Fund was primarily due to the reduced staffmg requirements for the coliseum in FY 2005-06. Mr. Martinez reviewed a chart depicting the projected fund balance as of Augnst 1, 2005 through July 31, 2006. He highlighted that the city's total fund balance continued to increase by roughly $5 million. In addition, he observed that the projected budget revenues generally matched the projected expenditures, with the exception of the Debt Service fund. He said the level of contribution for the seawall fund did not have to be as high because the city had built up a significant fund balance within the seawall debt service fund that allowed us to draw down that fund balance somewhat. In total, however, he said budget revenues ($522 million) were higher than budget expenditures ($517 million). Mr. Martinez discussed a graph depicting the General Fund unreserved fund balance from 1994 to 2004. Per the city's financial policies, the city had been able to increase their fund balance year by year to comprise ten percent of the budget, from a low of $7,547 in 1995 to $12,387,000 in 2004. Staff estimated that the unreserved fund balance would reach $15 million by the end of FY 2004-05, but he noted the fund balance was adjusted for reserve for encumberances, resulting in a total of $14.3 million. Mr. Martinez reviewed a chart illustrating the city's history of net taxable values from 1994 to 2005. He said the city has recently seen significant growth in net taxable values. He also displayed a chart depicting the city's historical tax rates. He said the city's recent growth had Minutes - Regular Council Meeting May 31,2005 - Page 10 allowed the City of Corpus Christi to maintain a relatively level tax rate, and even occasionally reduce the tax rate. Mr. Noe noted the difference between the 2000 tax rate and the 2001 tax rate was a voter-authorized tax increase for Bond 2000. He emphasized that all the tax increases in the chart were voter-authorized. Mr. Martinez discussed a chart illustrating the change in sales tax collections fi.om 1992 to 2005. He said the city had recently seen a strong sales tax performance this recent year, a six percent increase over last year. He noted in 2003, the city actually saw a decrease in its sales tax collections. He emphasized that it was important to understand the significance and vulnerability of the city's funding structure to upswings and downswings in the economy. Finally, Mr. Martinez reviewed the upcoming budget calendar as follows: June 14 - budget discussion on the General Fund; June 21 - Budget discussion on the Enterprise Fund; June 28 - budget discussion on Special Revenue/Internal Services/Debt Service Funds; July 12- budget hearing; July 19 - first reading of the budget; and July 26 - second reading and adoption of the budget. Mr. Scott noted the proposed budget included additional funding to the Convention and Visitors Bureau (CVB) because of anticipated revenues from the American Bowling Congress. He asked staff if the CVB understood that this was a one-time allocation. Mr. Martinez stated the city was conservatively estimating their costs and the income generated by hotel motel taxes related to this conference. Mr. Noe stated the amount was sustainable. Mr. Scott noted he had received constituent complaints regarding the condition of the county beaches. He noted that the county stated that their beach cleaning equipment was broken. Since the city was the predominant beach cleaner, he said there seemed to be a benefit for the tax payer if the county were to consolidate their beach cleaning with the city, as long as they paid a portion of the costs. Mr. Noe replied there was a significant equipment cost for beach maintenance, and he thought it would be beneficial to everyone to maximize the equipment value. Mayor Garrett stated he and Mr. Noe would discuss the matter w/th the County Judge at their next meeting. Mr. I(innison was pleased to see a tax rate cut included in the proposed budget. He said this was a good start, and he challenged the city to do more. He said if there was any additional revenue such as fi.om the appraisal rolls, for example, then he hoped the Council would give that back to the community in the form of a tax cut. Mr. Kinnison asked how CPL's slxanded rate case would affect the city's revenue stream. Mr. Noe replied that it would not affect the city's revenue stream because our franchise was based on a flat amount for kilowatt hours sold, regardless of CPL's revenue levels. He said it may impact the city's expenditure levels, however, in terms of what the city had to pay for line charges to our facilities. Mr. Kinnison also asked if the industrial district contract revenue was affected if the city were to implement a mx rate decrease. Mr. Noe and Mr. Martinez said they were uncertain, and they would research this. Mr. Martinez said it depended if the three percent floor was based upon value or revenue. Minutes - Regular Council Meeting May 31,2005 - Page 11 Mr. Garcia and Mr. Scott both stated that they wanted Development Services to have enough resources to proceed and enhance its services. Mr. Martinez stated tlfis was the general direction from the Council. He said generally speaking, the number of FTEs assigned to Development Services had increased by three from 2005 to 2006. He said Development Services would be provided the necessary resources to deliver services, yet would also be held accountable for utilizing those resources as effectively as possible. Mayor Garrett asked for the following information: the number of citywide vacancies; and the percentage of the budget for salaries by department, especially in fire, police, and street/solid waste. He also asked Public Information Officer Cheryl Soward to publicize the positive aspects of the proposed budget (more police officers, more fire academies, etc.). Mayor Garrett called for a Legislative Update, given by Special Assistant to the City Manager Tom Utter. Mr. Utter reported that the 79a' state legislative session ended at 6:50 p_m. yesterday. He said this was one of the most virulent anti-city legislative sessions agendas he had ever attended, but all the major attacks on local government had been averted (e.g. appraisal caps and revenue caps). He mentioned a bill that was defeated that would have basically taken cable away from cities, a major victory. Mr. Utter reported Senate Bill 18 was passed with concurrence, which will provide for more troth in taxation. It also reduced the number of signatures required for a rollback election from 10 percent to 7 percent of registered voters. In addition, he said restrictive telecommunications and WiFi bills were also defeated. Mr. Utter briefly mentioned a number of good bills that were passed. One bill created a City of Corpus Christi Aquifer Storage and Recovery Conservation District. A second bill allowed the use of general purpose sales tax as a secondary pledge for projects within economic development districts (e.g. enterprise zones, renewal communities, tax incremental finance districts, etc.). A third bill, SB 3, was a water bill that was amended to grandfather basin flow groups that were already established by the TCEQ, allowing them to remain in effect and full force. Mr. Utter stated he had not had an opportunity to review the f'mal conference report on all the bills. All in all, he said it was a difficult but positive legislative session for cities. He said he would provide a detailed report in approximately four weeks. In addition, he said he would invite the city's legislative delegation to meet with the Council in July or August_ He said there could be a special session, since the school finance issue was up in the air_ Mr. Utter also complimented the city's legislative delegation for their enormous efforts. Mr. Scott asked questions about legislation regarding the school start date, the city's stance on the gambling, and the Del Mar College district. Mr. Kelly asked for information on legislation regarding the remititur period for foreclosed properties. Mr. Utter replied he needed to review the final conference report and then report back to the Council. Mr. Garcia asked about legislation affecting tuition for Texas A&M -Corpus Christi and Del Mar College. Mr. Utter replied Texas A&M-CC was given an additional $16 million at the last minute to fund a number of campns utility improvements. He said Del Mar College was not hurt, Minutes - Regular Council Meeting May 31,2005 - Page 12 but did not receive additional funding. Mayor Garrett called for a brief recess to present proclamations. The Council returned from recess, and Mayor Garrett called for petitions from the audience. Mr. Eloy Soza, 5725 Curtis Clark, spoke regarding closed captioning for City Council meetings. City Secretary Chapa replied the Human Relations department had gone out for bids on the equipment, and were working out the details on the work. He said the work should hopefully be completed within the next few months. Mayor Garrett announced the executive session, which was listed on the agenda as follows: 17. Executive session under Texas Government Code Section 551_074 for deliberations regarding the appointment of Municipal Court Judges, with possible discussion and action related thereto in open session. The Council went into executive session. The Council returned fxom executive session and the following motion was passed w/th the following vote: 17. MOTION NO. 2005-180 Motion appointing the following judges at their current salaries for a term coterminous with the City Council: f. g- h. I. Rodolfo Tamez as Presiding Judge of the Municipal Court of Corpus Christi, Texas, and Judge of Division A; Deanie King as Judge of the Municipal Court of Corpus Christi, Texas, and Judge of Division D; Margie Flores as Judge of the Municipal Court of Corpus Christi, Texas, and Judge of Division B; Mary Medary as Judge of the Municipal Court of Corpus Christi, Texas, and Judge of Division C; John A. Rank, III as Judge of the Murdcipal Court of Corpus Christi, Texas and Judge of Division D; Mike Alani7 as Judge of the Mumcipal Court of Corpus Christi, Texas, and Judge of Division D; Michael Sullivan, as Part-time Judge of the Municipal Court of Corpus Christi, Texas, and Judge of Division E; Melissa Madrigal, as Part-time Judge of the Municipal Court of Corpus Christi, Texas, and Judge of Division E; Hector DePena, as Part-time Judge of the Municipal Court of Corpus Christi, Texas, Minutes - Regular Council Meeting May 31, 2005 - Page 13 and Judge of Division E; Jerry Batek, as Part-time Judge of the Municipal Court of Corpus Christi, Texas and Judge of Division E. The foregoing motion was passed and approved with the following vote: Garrett, Cooper, Garcia, Kelly, Kiimison, Marez, Noyola, and Scott, voting "Aye"; Chesney was absent. Municipal Court Judge Rudy Tamez thanked the Council for reappointing the Municipal Court Judges. Mayor Garrett called for the City Manager's report. City Manager Noe announced tomorrow was the beginning of the hurricane season. A news conference would be held tomorrow at 1 l:00 a.m_ at the Emergency Operation Center emphasizing the need for hurricane preparedness. He said the conference would involve the city, county, National Weather Service, Department of Public Safety, TxDOT, and other agencies. Mr. Noe announced that a ribbon-cutting ceremony for the city's new boater facility would be held on Friday, June 10. He said the Assistant Secretary of the Interior was expected to attend, noting that the facility was partially funded by a boating infxastxucture grant from the federal government. At the June 14 Council meeting, Mr. Noe reported staff would begin a series of budget reviews, beginning with the General Fund. The public hearing for the Crime Control and Prevention District budget would also be held on this date. Finally, he said the Council would consider a number of grant opportunities, including a potential grant for the State School Property Master Plan implementation. Mayor Garrett called for Council concerns and reports. Ms. Cooper reported that Mr. Jerry Elsner, a member of the local Czech Association, had been awarded a public service award from the Czech government. He would be traveling to Prague on June 23, and he was requesting that Mayor Garrett provide a letter and a proclamation he could present to the Czech government Ms. Cooper also announced that the next town hall meeting would be held on June 6 at 6:00 p_m. at the Baker Middle School cafeteria. Mr. Scott asked for a report on the litter ordinance enforcement efforts during the Memorial Day weekend. There being no further business to come before the Council, Mayor Garrett adjourned the Council meeting at 12:15 p.m. on May 31, 2005. 2 CML SERVICE BOARD/COMMISSION - One (1) vacancy with a three-year tc~m to 6-15-08. (The City Manager appoints to the Civil Service Commission and the City Council appoints to the Civil Service Board Traditionally, the same member serves on the Board and Commission.) DUTIES: To adopt, amend, and enforce a code of roles and regulations providing for appointment, employment, or suspension in all positions in the classified service based upon citizenship, character, merit, efficiency, and industry, which shall have the force and effect of law; and also rules regulating promotions, demotions, reduction of force of employees in the classified service and in what order they shall be dismissed and reinstated. COMPOSITION: Three (3) members shall be appointed by the Council for three-year tutors or until a successor is named. The members choose their own chairman and appoint a chief examiner, not a member of the Board, who shall also act as secretary. Members receive $5.00 per Board meeting, not to exceed $100.00 per year. MEMBERS TERMS ORIGINAL APPTD. DATES Deborah Arnold 6-15 -06 3-08 -05 *John Silvas 6-15-05 3-08-05 Cydney Farrar 6-15-07 7-18-00 *Seeking reappointment (The Civil Service Board/Commission has not had any meetings this term. City Manager George K. Noe is recommending the reappointment of John Silvas.) OTHER INDIVIDUALS EXPRESSING INTEREST Joe Benavides USMC Retired. Received Bachelors in Management and Human Resources. Member of the Regional Transportation Authority Board of Directors_ (3-03-05) Shelley Franco Senior Quality Assurance Manager/Equal Opportumty Officer. Has received various training in equal opportunity, human resources, and fraud investigations. Activities include: assisting the Patriot Band & Honor Guard of America, Inc. with various projects, TWC's Equal Opportunity Deyathnent an the Department of Labor's Civil Rights Center. (6-07-05) Arthur Granado Owner, The Granado Group_ Attended the Texas A & I University. (3-03-05) Eduardo Hinojosa Retired, State of Texas Administration. Received a Master's degree. Activities include: Planning Decision Making Member at Kostoryz Elementary School. Received the "Rancher of the Year" Award. 0-04-05) G. Douglas Johnson Director of Human Resources, Peerless Cleaners. Received B.A. from Texas A & M - Corpus Christi. Activities include: Member of the Corpus Christi Human Resource Management Association, T- Ball coach and Southside Little League. (2-23-05) Billy Ray Sayles Counselor, Self-employed. Received A.A. m Mental Health, B.A in Psychology and M.S_ in Educational Psychology. Activities include: Nueces County MHM2R Board of Trustees, Committee for Persons with Disabilities and the Texas Youth Commission Volunteer Council. (5- O6-O4) Sam Watson Agent, State Farm Insurance. Received B.A_ in Psychology. Member of the National Association of Insurance and Financial Advisors. (2-21-05) Jennifer Welp Human Resources Manager, Maverick Engineering, Inc. Received a B.A. in Business Management fi.om Southwest Texas State University and M.A. fi.om Texas A & M University - Corpus Christi. Currently serves on the Corpus Christi Human Resources Management Association Board of Directors and is familiar with the civil service process.(3-07-05) FOOD SERVICE ADVISORY COMMITTEE - Four (4) vacancies with three-year terms to 6-24-08 representing the following categories: 2- Community at Large and 2 - Food Industry. DUTIES: The functions will be to advise the Director of Health on application of ordinances regarding food and food establishments, review the permit fees annually to ensure the cost of the program is returned to the City, and to conduct hearings pursuant to the sections of the ordinance relating to revocations and to make written recommendations to the City health officer whether to revoke or suspend a food manager's permit, pursuant to Art. 19-84_ COMPOSITION: Seven (7) members. The membership shall consist of four (4) local food managers fi.om the food service or food processing industries and three (3) persons from the commtmity at large. Members of the committee shall be appointed by the City Council for staggered terms so that at least one industry representative, and one community member are reappointed each year. No voting member may serve more than two terms of three years each with the exception of those initially appointed for less than a full three-year term MEMBERS TERM *****William Schroeder (Community at Large), Chair 6-24-05 ****John Denson (Food Industry) 6-24-05 D.W. Haven (Food Industry) 6-24-06 *Bob Ard (Food Industry) 6-24-05 ****Carlos Moreno (Community at Large) 6-24-05 Suzanne Greene Gilliam (Food Industry) 6-24-07 Beverly Rogers (Commumty at Large) 6-24-07 ORIGINAL APPTD. DATE 6-08-99 8-20-02 6-10-03 9-12-00 4-13-04 9-12-00 7-13-04 *Seeking reappointment ****Has exceeded the number of absences allowed by ordinance *****Has met the six-year limitation and is ineligible for reappointment ATTENDANCE RECORD OF MEMBERS SEEKING REAPPOINTMENT NO. OF MTGS. NAME THIS TERM John Denson (Food Industry) 6 Bob Ard (Food Industry) 6 NO. % OF ATTENDANCE PRESENT LAST TERM YEAR 3 50% 3 (3 excused) 50% (Note: Mr. Ard has three absences due to illness that where excused by the Food Service Advisory Committe~ Mr. Denson(Food Industry) has exceeded the number of absences allowed by ordinanc~ He has resolved his attendance issues and is requesting reinstatement to the Food Service Advisory Committe~ ) OTl:l~R INDIVIDUALS EXPRESSING INTEREST Christopher Aebu Chef/Owner, Restaurant Lavender. Attended the California Culinary Academy. (Food lndustry) (4-28-05) Teresa Carrillo Executive Director, Coastal Bend Bays Foundation. Received B.S. in Marine Science Emphasis and M.S. in Estuarine Ecology. Activities include: Flint Hills Klm Gilmore Gabriel G. Hernandez Lisa B. Pollakis Dr. Nina Sisley Cheri Sperling Community Council, Beautify Corpus Christi, Earth Day Bay Day Committee and Environmental Representative for the Coastal Bend Regional Water Planning Group. (Community at Large) (3-18-05) Account Executive, KRIS Communications. Member of the C.C. Chamber of Commerce, Black Chamber and the Hispanic Chamber of Commerce. Received the Sales Person of the Year Award and the District Kickball Coach Award. (CommuniO~ at Large) (10-27-04) President/Owner, Sunset Food Service Inc. Haves completed comes in Food Service Management, Purchasing Food Systems, Fast Food Management/Catering Operating Management and Food Management Certification fi.om Del Mar College. (Food Industry) (5- 06-OS) Co-owner, Vick's Famous Hamburgers. B.S. in Hotel, Restaurant & Institutional Management, The Pennsylvania State Umversity. Served as the Nutrition Coordinator for Senior Community Services with the City of Corpus Christi for ten years. (Foodlndustry) (6-02-04) Retired, Public Health Administrator. Received B.A. from Texas Women's Univemity, M.D. fi,om the University of Texas at Galveston and Ph.D. fi.om the University of Michigan. Activities include: Board of Directors for Charlie's Place, Coastal Bend Asthma Initiative, Nueces County Medical Society. (Community at Large) (3-02-05) Owner, Coastline Properties, Inc. Attended Real Estate classes. Activities include: Corpus Christi Apartment Association and the Texas Apartment Association. (Commun#y at Large) (3-11-05) HUMAN RELATIONS COMMISSION - Seven (7) vacancies with t~tms to 6-14-06 and 6-14-08 representing the following categories: 4 - Regular members and 3 - Youth members. (Mayoral appointment subject to approval by the Council) DUTIES: To study problems of group relationships within the City, and to devise and recommend to the Mayor and City Council ways and means of discouraging and combating prejudice, intolerance, and bigotry in all groups in their relations with one another;, to discover all practices and policies calculated to create conflicts and tensions, and to recommend ways and means of eliminating any unfair or unjust discrimination by or against any person or group. Recommendations may be presented to the Mayor and City Council directly by the Committee or it may instruct the Human Relations Administrator to present them to the City Manager. COMPOSITION: Sixteen (16) members, fourteen (14) of whom shall be appointed by the Mayor with approval of the Council to study problems of group relationships w/thin the City; one who shall represent the selling of dwellings, one who shall represent the renting of dwellings and one member of the staffofthe Legal Aid Society to serve continuously, and three (3) shall not be more than 20 years of age at time of appointment serving one-year t~ms. Eleven (1 l) members shall serve three-year t~m~s_ The Chairperson of the Committee for Persons with Disabilities serving as an ex-officio voting member. MEMBERS TERMS *****Oscar Hinojosa, Sr., Chairperson 6-14-05 *****Sylvester Peterson, Vice-Chairperson 6-14-05 Gilbert Fuentes 6-14-07 Robert Adler 6-14-06 Dr. Carol Ledbetter 6-14-06 Lucy Reta 6-1 4-06 *Jenmfer Sta.rr 6-14-05 *Dr. Clifton Baldwin 6-14-05 Stuart Elovitz, M.D. 6-14-07 O.K. Sm/th (Selling Dwellings) 6-14-07 Leah Patterson (Rental Dwellings) 6-14-06 VACANT (Youth) 6-1 4-05 **Marisa K_ Dowling (Youth) 6-1 4-05 *Albert Santoya (Youth) 6-14-05 Linda Falwell-Stover (Com. Per. Dis. Chair) Ex-officio (Voting) Errol Summerlin (Legal Aide Society) Continuous ORIGINAL APPTD. DATES 5-11-99 12-08-98 2-15-05 6-22-04 9-23-03 6-22-04 2-15-05 11-11-03 9-19-00 2-15-05 6-22-04 6-22-04 9-23 -03 9-23 -03 *Seeking reappointxnent **Not seeking reappointment *****Has met the six-year limitation allowed by ordinance and is ineligible for reappointment ATTENDANCE RECORD OF MEMBERS SEEKING REAPPOINTMENT NAME Jennifer Start Dr. Clifton Baldwin Albert Santoya (Youth) NO. OF MTGS. NO. % OF ATTENDANCE THIS TERM PRESENT LAST TERM YEAR 3 2 67% 9 8 (1 excused) 89% 9 7 (1 excused) 78% OTHER INDIVIDUALS EXPRESSING INTEREST Ashley Alexander Junior, Richard King High School. Activities include: Varsity Cheerleader, Choir, and National Honor Society. Received the Most Spirited Dancer Award. (Youth) (5-20- 05) Marianne Beynon Junior, Richard King High School. Activities include: National Honor Society, Congressional Student Leadership Conference, National Merit Quailifer, Gulft Coast Training Academy, volleyball, and volunteers with Driscoll Children's Hospital and Kid's Place renovation. (Youth) (4-22-05) Tony (JR) Bonilla Junior, W.B. Ray High School. Activities include: Boy Scouts of America member, St. Pius Youth Group, Saltwater fisheries Enhancement Association (SEA), and National Hispanic Council Youth Forum member. (Youth) (5-10-05) Ellen Bushcang Junior, Richard King High School. Works at the Jewish Community Council as a Lifeguard_ Activities include: Gifted and Talented program, Speech and Debate, People to People Ambassador, and UIL persuasive speaking_ (Youth) (4-26-05) Catie Collins Sophomore, Richard King High School. Member of the National Spanish Honor Society. (Youth) (4-23-05) Jared Cummings Sophomore, Richard King High School. Activities include: church volunteer, Church Youth President, and multiple leademhip programs at Del Mar and the Lexington. (Youth) (4-2S-05) Adrian Desmond Dansby Teacher/P.T. Assistant Principal. Received A.A. fi:om Del Mar College and B.A. and M.A. fi-om Corpus Christi State Umversity. Formerly served on Human Relations Commission and Sister City Committee. Inducted to the Del Mar College Hall of Fame 1982. (Regular member) (2-23-05) Olivia Dowling Junior, Richard King High School. Activities include: National Hispanic Institute, Key Club, Band, Sailing, Spanish Honor Society, Features Editor and ranked l0th in class. Received 1st place in UIL Solo Band. (Youth) (5- 22-05) Jordan Eiben Chriselda R. Everett Laura Judith Garcia Arthur Granado Kenneth W. Groves Michael Hunter G. Douglas Johnson James Law Erica Michelle Longoria Thomas V. Lopez Sophomore, Tuloso-Midway High School. Activities include: local Food Bank volunteer, church youth member, Section leader for band and the National Society of High School Scholars_ (Youth) ($-24-05) President/CEO, Workforce Network, Inc. Received B_A. fi.om the University of Texas at Austin. Activities include: United Way Allocations Committee, Southside Rotary Board Member, Self-sufficiency Cornmittee Member_ (Regular member) (6-07-05) Sophomore, Foy H. Moody High School_ Interested in Human Relations. (Youth) (5-23-05) Owner, The Granado Group. Attended the Texas A & I University. (Regular member)(3-03-05) Leading Chief Petty Officer, United States Navy. Received B.S. fi.om George Washington University and M.A. fi-om Webster University. Active member of the America College of Health Care Executives. Previously Stated in Yokosuka, Japan and famihar with Japanese customs. (Regular member) (4-28-05) Junior, Richard King High School_ Activities include: King Varsity Baseball, Varsity Football, J.V. Basketball, Young Life, beach cleanup campaign, and Spanish Honor Society Treasurer. (youth) (4-19-05) Dh'ector of Human Resources, Peerless Cleaners. Received B.A. fi.om Texas A & M - Corpus Christi. Activities include: Member of the Corpus Christi Human Resource Management Association, T- Ball coach and Southside Little League. (Regular member) (2-23-05) Junior, Richard King High School. Works as a cashier at JoAnn's Fabrics. Activities include: Boy Scouts Life member, Youth Group and prospective NHS member. (Youth) (4.29.03) Student, Tuloso-Midway High School_ Activities include: Youth Council, T-ball Coach, National Youth Leadership Forum on Law, and volunteer at Garcia Art Center_ (youth) (5-23-05) Junior, Tuloso-Midway High School_ Activities include: church usher, Bible school teacher, Who's Who Among American High School Students, and U.S. Achievement Academy. Received the National Minority Leadership Crystal Lyons Robert McCarty Larry Rast Nicholas R. Sheffield Amanda Renee Villarreal Sam Watson Marshall Wilkerson Award and "Celebration of Education and Excellence Award" from State Board of Education_ (Youth) (5-22-05) Full-time community volunteer. Activities have included: Cub scouts, Bayfest, Driscoll Children's Hospital, and League of Women Voters. Currently serving on the Committee for Persons with Disabilities_ Serves on several boards with focus on disability issues including transportation. (Regular member)(5-18-05) Comptroller, Women's Shelter of South Texas. Received BBA fi.om Corpus Christi State University. Activities include: Texas Society of CPA's, American Institute of CPA's, Metropolitan Community Church and Leadership Corpus Christi, Class 29. (Regular member) (6-23-04) Owner, Marathon Mortgage. Received B.A. in Sociology from Texas Teeh University and M.A. in Community Counseling fi.om Stephen F. Austin State University. Activities include: Special Olympics volunteer, Ronald McDonald House, and Member of the Housing and Urban Development Families Self-Sufficiency Advisory Committee. (Regular member) (11-14-04) Junior, Flour Bluff High School. Works at Padre Pizzeria. Activities include: Student Publications, National Honor Society member, and Editor-in-Chief of newspaper. (Youth) (5-06-05) Junior, Calallen High School. Interested in community involvement. (Youth) (2-28-05) Agent, State Farm Insurance. Received a B.A. in Psychology. Member of the National Association of Insurance and Financial Advisors. (Regular member) (2- 21-os) Junior, Richard King High School_ Activities include: Harbor Playhouse, National Honor Society, and National Merit Scholar. (Youth) (4-26-05) d. PORT OF CORPUS CHRISTI AUTHORITY - One (1) vacancy with three-year terms to 1-02-09. DUTIES: Those set in Article XVI, Section 59 of the Texas Constitution. COMPOSITION: Seven (7) members appointed as follows: three (3) City Council, four (3) Nueces County Commissioners Court and one (1) San Patricio County for staggered terms. MEMBERS Ruben Bonilla, Jr. (City), Chairman *Bernard A. Paulson (City), Vice-Chairman Yolanda G. Olivarez (County) Robert J. Gonzalez, Sr. (County) Kenneth Berry (County) Mike Carrell (City) Judy Hawley (San Patricio) ORIGINAL TERM APPTD. DATE 1-02-07 8-12-97 1-02-06 10-08-96 1-02-06 12-18-96 1-02-06 1-11-00 !-02-08 11-23-04 1-02-08 8-28-01 1-02-07 *Seeking reappointmcmt ATYENDANCE RECORD OF MEMBER SEEKING REAPPOINTMENT NAME Bernard A. Paulson (City) NO. OF MTGS. NO. THIS TERM PRESENT 29 26 % OF AI~I'ENDANCE LAST TERM YEAR 9O% OTHER INDMDUALS EXPRESSING INTEREST David Amori Branch Manager, PSI. Received B.S_ in Civil Engineering and M.S. in Construction Management. Activities include: Associated Builders and Contractors, American Institute of Architects, American Society of Civil Engineers and SEACT. (2-24-05) Richard Bailey, Sr_ Distribution/Logistics Team Leader, E.I. Dupont. Received B.A. and currently pursuing M.B.A. fi:om Texas A & M University - Corpus Christi. Has received numerous awards for safety and cost related issues and is certified as a 6 Sigma Grec-n Belt (Statistical Analysis). Active as a member of St. John Baptist and affiliated with OLPH Catholic Church. (2-21-05) Gerald W. Brown, Sr. Vice President/Senior Analyst, RSI & Associates, Inc. Received degree's in Economics and Finance fi:om Northern Virginia. Activities include: Second Baptist Church Drama Director, History Committee and Benevolence Committee, Board member of Wounded Christian Ministries and volunteer for Nueces County Chapter of the Republican National Committee. (2-25-05) Rodney Buckwalter Arturo Casillas Gilbert Fuentes Thomas C. Ga]yon Guadalupe J. Gomez Paul Gfivich Eduardo Hinojosa Diane LaRue Matt Martin Manager, Training & Quality, First Data Corporation. Received A.A. fi'om Del Mar College, B.A. and M.S. fi.om Texas A & M University - Corpus Christi_ Activities include: Management Development Advisory Committee - Del Mar College, American Society for Training and Development, Patriot's Band and Honor Guard of America (7-21-04) Officer, Nuway International, Inc. Received some college hours and special training for National Council for Economic Business Opportunities. President of Associated General Contractors. (11-22-04) Realtor, Christi Properties_ Received Masters fi.om Texas A & M University - Corpus Christi. Member of Fighting to Rid Against Gangs. (11-18-04) President/CEO, Corpus Christi Convention and Visitors Bureau. Received B.A. fi.om Emory and Henry College. Activities include: Board of Governors for the Art Center and Advisory Board for the Botanical Gardens. (1-10-05) Self-employed, Business Consultant. Received B.A. in Business Finance. Member of the Westside Business Association. (:t-10-05) Extensive background in finance, accounting and management. B.S_ in Political Science, Sam Houston State University. Activities include: former member of the Board of Adjustment and current member of the Nueces County Tax Appraisal District. (12-07-04) Retired Administrator, State of Texas. Received a Master's degree. Member of the Planning Decision Making Committee for Kostory'z Elementary School. Received the "Rancher of the Year" Award. (:1-04-05) Independent Marketing Director, Melaleuca, lnc_ Attended LaSalle University, Temple University and Holy Family College. Activities include: Mission 911, IWA Golf Chair and Gala Committee, Blessed Sacrament Convent Auxiliary, Pan American Roundtable and Leadership Corpus Christi Class XXIX. (2-25-05) Vice President/Market Manager, Clear Channel Broadcasting. Received a Marketing degree from Texas Tech University. Activities include: Board member for Texas Association of Broadcasters, Hispanic Chamber of Commerce, Regional Economic Development Corporation and Chamber of Commerce. (11-02-04) Randall L. Meredith James D. Robbins Latrice M. Sellers John B. Smith Alfonso Tmjano Jr. Sam Watson Hunter Young Attorney, Meredith Law Office. Received B.A. and M.B_A. from Texas State University and J.D. from St. Mary's University School of Law. Dedicated to farrdly and community. (3-21-05) Retired, United States Army & Civil Service Air Traffic. Received a degree in Business Management and Certificate of Ministry. Activities include: Mayor's Committee on Veteran Affairs and formerly on Food Service Advisory Committee. Received the Eagle Scout Award and several military awards. (2-19-05) Department Head/FSM1V, Texas Depashnent of Criminal Justice. Received A.A. in Communications from Del Mar College. Activities include: Steering Committee for Flour Bluff I S.D. Educational Foundation, cable access show "Community Outreach", and State Democratic Executive Committee for Women_ (2-23-05) Lead Pastor, First Family Chumh. Received B.S. fi.om Liberty University and pursuing M_A. Activities include: Leadership Corpus Christi, World Affairs Council of South Texas, and Rotary Club. (4-14-05) Senior Designer/Project Manager, Maverick Engineering, Inc. Received B.S. in Civil Engineering and Graduate courses on Civil Engineering. Secretary of the American Society of Civil Engineers and TSPE member. Received the Excellence on Leadership Award and nominated for 2004 Torch Award for Marketplace Ethics. (4-19-05) Agent, State Fm-m Insurance. Received a B.A. In Psychology. Member of the National Association of Insurance and Financial Advisors. (2-21-05) Assistant Vice President of Commercial Lending, Value Bank Texas. Received B.A. in Management and attended the University of Hawaii at Manoa for Hotel and Club Management. Member of the Coastal Conservation Association, C.C. Focus, Fimt United Methodist finance committee and Sunday School teacher and the Builder's Association. (5-10-04) 3 CITY COUNCIL AGENDA MEMORANDUM June 14, 2005 AGENDA ITEM: An ordinance providing for the ~ssuance of $94,670,000 of the general improvement and refunding bonds, series 2005, of the City of Corpus Christi, Texas, bearing interest at the rates hereinafter set forth, and providing for the levy, assessment and collection of a tax sufficient to pay the interest on said bonds and to create a sinking fund for the payment of the principal thereof; repealing all ordinances in conflict herewith; approving the execution of a bond purchase contract and an escrow agreement; and providing that this ordinance shall be in force and effect from and after the date of its passage. ISSUE: In November 2004, the voters of Corpus Christi approved $95,000,000 of bond projects. This agenda item addresses the issuance of $60,000,000 of general improvement bonds to be used for voter-approved infrastructure projects. The remaining $35,000,000 of bonds authorized by the voters in November 2004 is scheduled for issuance witkin the next 18 to 24 months. Interest rates over the past few years have been experiencing declining percentages, with the past several months reflecting historically low rates. This trend in a low rate environment allows the City the opportunity to refund some of the City's current, higher interest rate general obligation bonds and replace them with lower rate bonds. $34,670,000 of existing general improvement bonds and certificates of obligation have been identified for refunding. The refunding will also cover costs of issuance. Because of the volatility in the market, ~t is advisable to authorize the City Manager to sell the bonds when the interest rates are most advantageous to the City. The minimum net present value savings must be 3 00% before the City Manager will authorize the refunding. Current market conditions indicate the savings wall be greater than 3.00% however the actual amount of present value savings will be determined when the bonds arc priced. REQUIRED COUNCIL ACTION: Approval of the Ordinance is required. The proposed Ordinance authorizes the City Manager to sell the bonds and sign the bond purchase agreement to confirm the sale. FUTURE COUNCIL ACTION: Approval of the issuance of the remaining $35,000,000 of general obligation bonds for the Bond 2004 projects. RECOMMENDATION: City Staffrecommends approval of the Ordinance providing for the for the issuance of $94,670,000 of the general improvement and refunding bonds, series 2005, of the City of Corpus Christi, Texas, and authorizing the City Manager to sell the bonds and sign the bond purchase agreement to confirm the sale_ Cindy O'Brien Director of Financial Services Attachments: Copy of Ordinance Paying Agenl/Regism~r Agreement Escrow Agxeement 2 ORDINANCE NO. AN ORDINANCE PROVIDING FORTHE ISSUANCE OF DOLLARS ($ ) OF THE GENERAL IMPROVEMENT AND REFUNDING BONDS, SERIES 2005, OF THE CI'Pr' OF CORPUS CHRISTI, TEXAS, BEARING INTERESTATTHE RATES HEREINAFTER SET FORTH, AND PROVIDING FOR THE LEVY, ASSESSMENT AND COLLECTION OF A TAX SUFFICIENT TO PAY THE INTEREST ON SAID BONDS AND TO CREATE A SINKING FUND FOR THE PAYMENT OF THE PRINCIPAL THEREOF; REPEALING ALL ORDINANCES IN CONFLICT HEREWITH; APPROVING THE EXECUTION OF A BOND PURCHASE CONTRACT AND AN ESCROW AGREEMENT; AND PROVIDING THAT THIS ORDINANCE SHALL BE IN FORCE AND EFFECT FROM AND AFTER THE DATE OF ITS PASSAGE. WHEREAS, It is deemed advisable and to the best interest o1' the City o1: Corpus ChdstJ (the "City" or/he 'Issuer") that cedaln bonds authorized at an election held November 2, 2004 be combined in a single issue and sold at this time, the amount o[ bonds authorized thereat, purpose. amount o1: bends previously sold, and the amount now to be sold bein9 as I~ollows: AMOUNT AMOUNT AMOUNT AUTHORIZED PURPOSE PREVIOUSLY SOLD NOW OFFERED WHEREAS. the City Council has deten'~ined to authorize the re[unding of the outstanding obligations o[ the City described in Schedule I attached to this ordinance (the "Re[unded Obligations') to achieve a debt service savings with respect to Refunded Obligations; and WHEREAS, Ihe bonds hereina[ler authorized are to be issued and delivered pursuant [o Chapters 1207, 1251 and 1331, Texas Oovemmen[ Code. as amended, and the Charter of the NOW, THEREFORE. BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CORPUS CHRISTI, TEXAS: 1. That the bond or bonds o[ the City of Corpus Chdsti, Texas (the "City" or the "Issuer') to be called "General Improvement and Refunding Bonds, Sedes 2005' (the "Bonds" or the "Series 2005 Bonds"), be issued under and by virtue of the Constitution and laws o[ the State of Texas and the Charter of the City for the following purposes: Forty--Eight Million Five Hundred Thirty Four Thousand Dollars ($48,534,000) for Ihe purpose of improving lhe streets of the City; Four Hundred Thousand Dollars ($400,000) for the purpose o[ constructing t~re station improvements; Two Million One Hundred Sixty Thousand Dollars ($2,160,000) I:or the purpose of constructing library and learning center improvements; Seven Million Four Hundred and Six Thousand ($7,406,000) I"or the purpose o1: constructing improvements to the Cily's parks and recreation facilities; and One Million Five Hundred Thousand Dollars ($1,500,000) [or the purpose of constructing Bayfront development improvements (all o[ such improvements approved at the November 2, 2004 election hereinafter collectively called the "Project"), ($ ) for the purpose of retunding the Refunded Obligations, and for paying the costs o[ issuance associated with the sale o[/he Sebes 2005 Bonds; all of which bonds aggregate in principal amount the sum of Million Thousand Dollars ($ ). 2. That the Sedes 2005 Bonds shall be dated ,Iq '~e 1,2005, shall be in the denomination of $5,000 each, or any integral multiple thereof (an "Authorized Denomination'), shall be numbered consecutively from R-1 upward, and shall mature on the matudty date in each of the years and in the amounts, and bear interest at the rates per annum, respectively, as set forth below: -2- YEARS 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 MATURITY DATE: SEPTEMBER AMOUNTS ($) INTEREST RATES (%) For purposes of this Ordinance, the Bonds matudng on September 1,20__ are hereby designated as 'Term Bonds." Interest shall be payable to the registered owner of any such Series 2005 Bond in the manner provided and on the dates stated in the FORM OF BOND set forth in this Ordi- nance. Interest shall be calculated on the basis o[ a 360 day year consisting of Iwelve 30 day months. 3. That the City reserves the right ilo redeem the Sedes 2005 Bonds matudng on or after September 1, 2016, in whole or in pad, on September 1, 2015 or on any date thereafter, for the principal amount thereof plus acc~'ued interest thereon to the date fixed for redemption. The years of matudly o1' the Sedes 2005 Bonds called for redemption at the option o1' the City pdor to stated maturity shall be selected by the City. The Sedes 2005 Bonds or portions thereof redeemed within a maturity shall be selected by lot or other method by the Paying Agent/Registrar (hereina[ter defined); provided, that dudng any peded in which ownership of the Bonds is determined only by a book entry at a securities depository for the Sedes 2005 Bonds, if fewer than all o1' the Sedes -:3- 2005 Bonds of the same matudty and beadng the same interest rate are to be redeemed, the particular Sedes 2005 Bonds o[ such matudty and beadng such interest rate shall be selected in accordance with the arrangements belween the City and the securities depository The Bonds [hat constitute Term Bonds under this Ordinance shall be subject to mandatory sinking fund redemption, on the dates and in the amounts as set forth in the FORM OF BOND set forth in this Ordinance. 4. That at least 30 days prior to the date fixed for any redemption of the Sedes 2005 Bonds, the City shall cause (i) a wdtten notice of such redemption to be deposited in the United States mail, first-class postage prepaid, addressed to each such registered owner at his address shown on the Registration Books (hereinafter del'ined) of the Paying Agent/Registrar and (ii) notice of such redemption either to be published one (1) time in or posted electronically on the website of a financial joumal or publication o[ general circulation in the United States of Amedca or the State of Texas carrying as a regular feature notices o[ municipal bonds called for redemption; provided however, that the I~ailure to send, mail, or receive such notice described in (i) above, or any defect therein or in the sending or mailing thereof, shall not affect the validity or effectiveness oi' the proceedings [or the redemption of any Series 2005 Bond, and it is hereby specitically provided that the provision of notice described in (ii) above shall be the only notice actually required in connection with or as a prerequisite to the redemption of any Sedes 2005 Bonds. By the date t~xed for any such redemption, due provision shall be made with the Paying Agent/Registrar [or the payment of the required redemption price for the Sedes 2005 Bonds or the portions thereof which are to be so redeemed, plus accrued inlerest thereon to the date t~xed for redemption. If such notice of redemption is given, and if due provision [or such payment is made, all as provided above, the Series 2005 Bonds or the portions thereof which are to be so redeemed, thereby automatically shall be redeemed pdor to their scheduled maturities, and shall not bear interest after the date tixed for their redemption, and shall not be regarded as being outstanding except [or the dgh/of the registered owner to receive the redemption pdce plus accrued interest to the date fixed [or redemption from the Paying Agent/Registrar out or the funds provided for such payment. The Paying Agent/Registrar shall re~ord in the registration books all such redemptions of principal o1' the Series 2005 Bonds or any portion thereof. If a portion of any Series 2005 Bond shall be redeemed a substitute Sedes 2005 Bond or Sedes 2005 Bonds having the same matudty date, bearing interest at the same rate, in any denominalion or denominations in any integral multiple of $5,000, at the wdtten request o1: the registered owner, and in an aggregate principal amount equal to the unredeemed portion /hereol~, will be issued to the registered owner upon the surrender thereof [or cancellation, at the expense of the City, all as provided in this Ordinance. In addition to the [oregoing, the City shall cause the Paying Agent/Registrar to give notic~ of any such redemption in/he manner set forth in Section 5(h) hereo[. The [allure to cause such notice to be given, however, or any defect therein, shall not affect the validity or effectiveness o1: such redemption. 5. (a) That the City shall keep or cause to be kept at the designated corporate trust office in Dallas, Texas (/he "Designated Trust O[fice") o[ The Bank o[ New York Trust Company, N.A (the "Paying Agent/Registrar"), or such other bank, trust company, financial instituLion, or other agency named in accordance with the previsions of (g) below, books or records of the registration and transfer of the Sedes 2005 Bonds (the "Registration Books"), and the City hereby appoints the Paying Agent/Registrar as its registrar and transfer agent to keep such books or records and make such trens[ers and registrations under such reasonable regulations as the City and Paying Agent/Registrar may prescribe; and the Paying Agent/Registrar shall make such trans[ers and registrations as herein provided. It shall be the duty of/he Paying Agent/Registrar to obtain from the registered owner and record in the Registration Books the address o1: such registered owner of each bond to which payments with respect to the Series 2005 Bonds shall be mailed, as herein provided. The City or its designee shall have the right to inspect the Registration Books dudng regular business hours o1: the Paying Agent/Registrar, but otherwise the Paying Agent/Registrar shall keep the Registration Books confidential and, unless otherwise required by law, shall not permit their inspection by any other entity. Registration of each Sedes 2005 Bond may be trans- [erred in the Registration Books only upon presentation and surrender of such bond to the Paying Agenl/Registrar for transfer o[ registration and cancellation, together with proper written instruments of assignment, in [orm and with guarantee of signatures satisfactory to the Paying Agent/Registrar, evidencing the assignment of such bond, or any portion thereol' in an Authorized Denomination, to the assignee or assignees thereof, and the dght of such assignee or assignees to have such bend or any such portion thereol: registered in the name of such assignee or assignees. Upon the assignment and transfer o[ any Sedes 2005 Bond or any portion thereof, a new substitute bend or bends shall be issued in exchange therefor in the manner herein provided. (b) The entity in whose name any Sedes 2005 Bond shall be registered in the Registration Books at any time shall be treated as the absolute owner thereof [or all purposes of this Ordinance, whether or not such bond shall be overdue, and the City and the Paying Agent/Registrar shall notbe affected by any nol~ce to the contrary; and payment o[, oron account of, the principal o1:, prem~,Jm, if any, and interest on any such bend shall be made only to such registered owner. All such payments shall be valid and effectual to satisty and discharge the lia- bility upon such bond to the extent o[ the sum or sums so paid. (c) The City hereby further appoints the Paying Agent/Registrar to act as the paying agent for paying the principal of and interest on the Sedes 2005 Bonds, and to act as its agent to exchange or replace Sedes 2005 Bonds, all as provided in this Ordinance. The Paying AgenlJRegistrar shall keep proper records of all payments made by the Cily and the Paying AgenlJRegistrar with respect to the Sedes 2005 Bonds, and ot all exchanges thereof, and all replacements thereof, as provided in this Ordinance. (d) Each Series 2005 Bond may be exchanged for fully registered bonds in the manner set forth herein. Each bond issued and delivered pursuant to this Ordinance, to [he extent of the unredeemed principal amount thereof, may, upon surrender thereof at/he Designated Trust Office of the Paying Agent/Registrar, Iogether with a u/ri[ten request therefor duly executed by the registered owner or the assignee or assignees thereof, or its or their duly authorized attomey~ or representatives, with guarantee of signatures satisfactory to [he Paying Agent/Registrar, at the option of the registered owner or such assignee or assignees, as appropriate, be exchanged for fully registered bonds, without interest coupons, in the form prescribed in the FORM OF BOND, in an Authorized Denomination (subject to the requirement hereinafter stated that each substitute bond shall have a single stated matudty date), as requested in writing by such registered owner or such assignee or assignees, in an aggregate principal amount equal to the unredeemed principal amount of any Sedes 2005 Bond or Sedes 2005 Bonds so surrendered, and payable to the appropriate registered owner, assignee, or assignees, as the case may be. If a portion of any Series 2005 Bond shall be redeemed pdor to its scheduled matudty as provided herein, a substitute bond or bonds having the same matudty date, beadng interest at [he same rate, in an Authorized Denomination at the request of [he registered owner, and in an aggregate principal amount equal to the unredeemed portion thereof, will be issued to the registered owner upon sur- render thereof for cancellation. It any Sedes 2005 Bond or portion thereof is assigned and lu'ansferred, each bond issued in exchange therefor shall have the same principal matudty date and bear interest at the same rate as the bond for which it is being exchanged. Each substitute bond shall bear a letter and/or number to distinguish it from each other bond. The Paying -7- Agent/Registrar shall exchange or replace Series 2005 Bonds as provided herein, and each fully registered bond or bonds delivered in exchange for or replacement of any Sedes 2005 Bond or portion thereof as permitted or required by any provision o1' this Ordinance shall constitute one of the Series 2005 Bonds for all purposes of this Ordinance, and may again be exchanged or replaced. It is spedfically provided, however, thai. any Sedes 2005 Bond delivered in exchange [or or replacement of another Sedes 2005 Bond pdor to the first scheduled interest payment date on the Series 2005 Bom:is (as stated on the face thereof) shall be dated the same date as such Sedes 2005 Bond, but each substitute bond so delivered on or a~ter such first scheduled interest payment date shall be dated as of the interest payment date preceding the date on which such substitute bond is delivered, unless such substitute bond is delivered on an interest payment date, in which case it shall bo dated as o¢ such date of delivery; provided, however, thai if at the time of delivery of any substitute bend the interest on the bond for which it is being exchanged has not been paid, then such substitute bond shall be dated as of the date to which such interest has been paid in tull. On each substitute bond issued in exchange for or replacement of any Sedes 2005 Bond or Sedes 2005 Bonds issued under this Ordinance there shall be pdnted thereon a Paying Agent/Registrar's Authentication Certificate, in the form hereinafter set forth in the FORM OF BOND (the "Authentication Certificate"). An authodzed reqresentative of the Paying Agent/Registrar shall, before the delivery of any such substitute bond, date such substitute bond in the manner set forth above, and manually sign and date the Auu ~untication Certificate, and no such substitute bond shall be deemed to be issued or outstanding unless the AuthenticetJon Cerflfm. ate is so executed. The Paying Agent/Registrar promptly shall cancel all Series 2005 Bonds surrendered for exchange or replacement. No additional ordinances, orders, or resolutions need be passed or adopted by the City Council or any other body or person so as to accomplish the foregoing exchange or replacement of any Sedes 2005 Bond or portion hereof, and the Paying AgentJRegistrar shall provide I'or the printing, execulion, and delivery ot the substitute bonds in the manner proscribed herein. Pursuant to Chapter 1206, Texas Government Code, the duty exchange or replacement ol~ any Sedes 2005 Bond as aforesaid is hereby Imposed upon the Paying Agent/Regisbar, and, upon the execution ol: the Authentication Certificate, the exchanged or replaced bond shall be valid, incontestable, and enforceable in the same manner and with the same effect as the Series 2005 Bonds which originally were delivered pursuant to this Ordinance, approved by the Attorney General, and registered by the Comptroller ol: Public Accounts. Neither the City nor the Paying Agent/Registrar shall be required (1) to issue, transfer, or exchange any bond during a peded beginning at the opening of business 30 days before the day o[ the tirst mailing of a notice ol: redemption ol' bonds and ending at the close ol: business on the day o[ such mailing, or (2) to transfer or exchange any bond so selected for redemption in whole when such redemption is scheduled to occur within 30 calendar days. (e) All Sedes 2005 Bonds issued in exchange or replacement of any other Sedes 2005 Bond or portion thereol:, (i) shall be issued in I:ully registered form, without interest coupons, with the principal of and interest on such Series 2005 Bonds to be payable only to the registered owners thereof, (ii) may be redeemed pdor to their scheduled maturities, (iii) may be transferred and assigned. (iv) may be exchanged for other Series 2005 Bonds, (v) shall have the characteristics, (vi) shall be signed and sealed, and (vii) the pdndpal of and interest on the Sedes 2005 Bonds shall be payable, all as provided, and in the manner required or indicated, in the FORM OF BOND. (f) The City shall pay the Paying Agent/Registrar's reasonable and customary fees and charges [or making transfers of Sedes 2005 Bonds, bul the registered owner o[ any Sedes 2005 Bond requesting such Iransfer shall pay any taxes or other governmental charges required to be paid with respect thereto. The registered owner o[ any Sedes 2005 Bond requesting any -9- exchange shall pay the Paying Agent/Registrar's reasonable and standard or customary fees and charges for exchanging anysuch bond or portion thereof, together with any taxes or govemmental charges required to be paid with respect thereto, all as a condition precedent to the exercise of such privilege ol' exchange, except, however, that in the cese ol: the exchange of an assigned and transferred bond or bonds or any portion or porth3ns thereof in any integral multiple of $5,000, and in the case o1: the exchange o[ the unredeemed portion of a Sedes 2005 Bond which has been redeemed in part prior to maturity, as provided in this Ordinance, such fees and charges will be paid by the City. In addition, the City hereby covenants with the registered owners of the Sedes 2005 Bonds that it will (i) pay the reasonable and standard or customary fees and charges o[ the Paying AgenURegistrar for its services with respect to the paymenl ot the principal of and interest on the Series 2005 Bonds, when due, and (ii) pay the I:ees and charges of the Paying Agent/Registrar [or services with respect to the transfer or registration of Series 2005 Bonds solely to the extent above provided, and with respect to the exchange o[ Sedes 2005 Bonds solely to the extent above provided. (g) The City covenants with the registered owners of the Sedes 2005 Bonds that at all times while the Sedes 2005 Bonds are outstanding the City will provide a competent and legally qualified bank, trust company, financial institution, or other agency to act as and perform the services ol~ Paying Agent/Registrar tor the Sedes 2005 Bonds under this Ordinance, and that the Paying Agent/Registrar will be one entity. The City reserves the dght to, and may, at its option, change the Paying Agent/Registrar upon not less than 60 days wdtten notice to the Paying AgentJRegistrar. In the event that the entity at any time acting as Paying AgentJReglstrar (or its successor by merger, acquisition, or other method) should resign or otherwise cease to act as such, the City covenants that prompUy it will appoint a competent and legally quali~ed national or slate banking institution which shall be a corporation organized and doing business under the laws of/he United States o[ Amedce or o[ any state, authorized under such laws to exercise trust powers, subject Io supervision or examination by federal or state authority, and whose qualifications substantially are similar to the previous Paying Agent/Registrar to act as Paying Agent/ Registrar under this Ordinance. Upon any change in the Paying Agent/Registrar. the previous Paying Agent/Registrar promptly shall transfer and deliver the Registration Books (or a copy thereof), along with all other pertinent books and records relating to the Sedes 2005 Bonds. to the new Paying Agent/Registrar designated and appointed by the City. Upon any change in the Paying Agent/Registrar, the City promptly will cause a wdften notice thereof to be sent by the new Paying Agent/Registrar to each registered owner o1: the Series 2005 Bonds, by United States mall. firet-dass postage prepaid, which notice also shall give the address of the new Paying Agent/Registrar. By accepting the position and performing as such, each Paying Agent/Registrar shall be deemed to have agreed to/he provisions of this Ordinance, and a ced~fied copy of this Ordinance shall be delivered to each Paying Agent/Registrar. (h) (I) In addition to the manner of providing notice of redemption of Sedes 2005 Bonds as set torth in this Ordinance, the Paying Agent/Registrar shall give no[ice of redemption oi: Series 2005 Bonds by United States mail, t~rst-class postage prepaid, at least 30 days pdor to a redemption date to each NRMSIR and the SID (each as de§ned in Section 14 hereof). In addition, in the event of a redemption caused by an advance refunding of the Series 2005 Bonds, the Paying Agent/Registrar shall send a second notice of redemption to the persons specilied in the immediately preceding sentence at least 30 days but not more Ihan 90 days pdor to Ihe actual redemption date. Any notice sent to the NRMSlRs or the SIE) shall be sent so that they ere received at least two days pdor to the general mailing or publication date o[ such notice. The Paying Agent/Registrar shall also send a notice of redemplion to any owner o[ a Sedes 2005 Bond who has not sent the Series 2005 Bonds in for redemption 60 days after the redemption date. (ii) Each redemption notice, whether required in the FORM OF BOND or otherwise by this Ordinance, shall contain a description o[ the Sedes 2005 Bonds to be redeemed, including the complete name of the Sedes 2005 Bonds, the sedes, the date of issue, the interest rate, the matudD/date, the CUSIP number, if any, the amounts called o[ each certificate, the publication and mailing date for the notice, the date of redemption, the redemption price, the name of the Paying Agent/Registrar and the address at which the Sedes 2005 Bond may be redeemed, including a con[ad person and telephone number. (iii) All redemption payments made by the Paying AgenlJRegistrar to the registered owners o[ the Sedes 2005 Bonds shall include CUSIP numbers relating to each-amount paid to such registered owner. 6~ That the form of all Series 2005 Bonds, including the form of the Comptroller's Registrabon Certificate to accompany the Sedes 2005 Bonds on the initial delivery thereof, the form of the Authentication Cedificate, and the Form of Assignment to be printed on each of the Sedes 2005 Bonds, shall be, respectively, substantially as set forth in Exhibit A !o~is Ordinance, with such appropriate variations, omissions, or insertions as are permitted or required by this Ordinance. 7. (a) That a special fund or account, to be designated the 'CID/of Corpus Chdsti, Texas Sedes 2005 General Improvement and Refunding Bonds Interest and Sinking Fund" (the "Interest and Sinking Fund") is hereby creat~u and shall be established and maintained by the CID/at its official depository bank. The Interest and Sinking Fund shall be kept separate and apart from all other funds and accounts of the CID/, and shall be used only for paying the interest on and principal of the Sedes 2005 Bonds. All taxes levied and collected for and on account of the Sedes 2005 Bonds shall be deposited, as collected, to the credit of the Interest and Sinking Fund. Dudng each year while any of the Sedes 2005 Bonds is outstanding and unpaid, the CiD/Council -12- of the City shall compute and ascertain the rate and amount of ad valorem tax, based on the latest approved tax rolls of the City, with tull allowances being made for tax delinquencies and costs ot tax collections, which will be sufficient to raise and produce the money required to pay the interest on the Sedes 2005 Bonds as such interest comes due, and to provide a sinking fund to pay the principal of the Series 2005 Bonds as such principal matures, but never less than 2% of the odginal pnncipal amount of the Sedes 2005 Bonds as a sinking I:und each year. Said rate and amount of ad valorem tax is hereby ordered to be levied and is hereby levied against all taxable property in the City for each year while any of the Series 2005 Bonds is outstanding and unpaid, and said ad valorem tax shall be assessed and collected each such year and deposited to the credit of the Interest and Sinking Fund. The ad valorem taxes necessary to pay the interest on and principal of the Sedes 2005 Bonds. as such interest comes due, and such principal matures, are hereby pledged for such purpose, within the limit prescribed by law. There shall be appropriated from the General Fund ol~ the City for deposit into the Interest and Sinking Fund moneys as may be necessary to pay the first scheduled interest payment on the Sedes 2005 Bonds. The rate of ad valorem tax thai may be levied in connection w~th the paymenl of the debt service on that portion o1: the Series 2005 Bonds issued to t~nance the construction of the Project and to refund those Refunded Obligations that represent bonds approved by the voters subsequent to Apdl 5, 1993 may be set at such a rate such that the aggregate rate of ad valorem tax levied by the City in any fiscal year may exceed the 68 cent per $100 tax rate cap provided in the City Charter, as such Sedes 2005 Bonds fall within the provisions of the City Charter, as amended by the vote of the citizens on Apdl 4, 1993, that permit said r-ate cap to be exceeded for bonds approved by the citizens at an election held [or such purpose. (b) Chapter 1208, Texas Government Code, applies to the issuance of the Sedes 2005 Bonds and the pledge of ad valorem taxes made under Section 7(a) of this Ordinance, and such pledge is therefore valid, effective, and perfected, if Texas law is amended at any time while the Sedes 2005 Bonds are outstanding and unpaid such that the pledge of ad valorem taxes made by the City under Section 7(a) of this Ordinance is to be subject to the tiling requirements of Chapter 9, Texas Business & Commerce Code, then in order to preserve to the registered owners of the Sedes 2005 Bonds the perfection of the secudty interest in said pledge, the City agrees to take such measures as it de/ermines are reasonable and necess, ary under Texas law to comply with the applicable provisions of Chapter 9, Texas Business & Commerce Code and enable a I'iling to perfect the secudty interest in said pledge to occur. 8. (a) That in the event any outstanding Sedes 2005 Bond is damaged, mutilated, lost, stolon, or destroyed, the Paying Agent/Regist/ar shall cause to be pdnted, executed, and delivered, a new bond of the same principal amount, maturity, and interest rate. as the damaged, mutilated, lost, stolen, or destroyed Sedes 2005 Bond, in replacement for such Sedes 2005 Bond in the manner hereinafter provided. (b) Application for replacement of damaged, mutilated, lost, stolen, or destroyed Sedes 2005 Bonds shall be made to the Paying Agent/Registrar. in ever./ case or loss, theft, or destruction of a Series 2005 Bond, the applicant for a replacement bond shall furnish to the City and to the Paying AgenfJRegistrar such security or indemnity as may be reduire~ by them to save each or them ham~less from any loss or damage with respect thereto. Also, in every case of loss, theft, or destruction of a Series 2005 Bond, the applicant shall rumish to the City .,~d to the Paying Agent/Registrar evidence to their satisfaction of the loss, theft, or destruction of such Series 2005 Bond, as the case may be. In every case of damage or muUlatlon or a Series 2005 Bond, the applicant shall surrender to the Paying Agent]Registrar for cancellation the Sedes 2005 Bond so damaged or mutilated. (c) Notwithstanding the foregoing provisions of this Section, in the event any such Sedes 2005 Bond shall have matured, and no de[ault has occurred which is then continuing in the payment o1: the principal o1:, redemption premium, if any, or interest on the Sedes 2005 Bond, the City may authorize the payment of the same (without surrender thereof except in the (~se o1: a damaged or mutilated Sedes 2005 Bond) instead of issuing a replacement Sedes 2005 Bond, provided secudty or indemnity is I~umished as above provided in this Sec'don, (d) Pdor to the issuance o1: any replacement bond, the Paying Agent/Registxar shall charge the owner o1: such Series 2005 Bond with all legal, printing, and other expenses in connection therewith, Every replacement bond issued pursuanl to the provisions of this Section by virtue of the fact that any Sedes 2005 Bond is lost, stolen, or destroyed shall constitute a contractual obligation ot the City whether or not the lost, stolen, or destroyed Series 2005 Bond shall be found at any time, or be enforceable by anyone, and shall be entitled to all the bene~ts o1: this Ordinance equally and proportionately with any and all other Sedes 2005 Bonds duly issued under this Ordinance. (e) In accordance with Chapter 1206, Texas Government Code, this Section o[ this Ordinance shall constitute authority for the issuance o[ any such replacement bond without necessity or' further action by the governing body o[ the City or any other body or person, and the duty ol~ the replacement ot such bonds is hereby authorized and imposed upon the Paying Agent/Registrar, subject to the conditions imposed by this Section 8 o[ this Ordinance, and the Paying Agent/Registrar shall authenticate and deliver such bonds in the form and manner and with the effect, as provided in Section 5(d) of this Ordinance for Sedes 2005 Bonds issued in exchange for other Series 2005 Bonds. 9. That the City Manager o¢ the City is hereby authorized to have control o[ the Sedes 2005 Bonds and all necessary records and proceedings pertaining to the Series 2005 Bonds pending their delivery and their investigation, examina§on and approval by the Altoroey General ol~ the State of Texas, and their registration by the Comptroller ol~ Public Accounts of the State of Texas. Upon registration o¢ the Series 2005 Bonds, the Comptroller of Public Accounts (or a deputy designated in wdting to act I~or said Comptroller) shall manually sign the Comptroller's Registration Certi~cate accompanying the Series 2005 Bonds, and the seal ol~ said Comptroller shall be impressed, or placed in i~acsimile, on each such certifm_.ate. 10. That the sale of the Bonds to J.P.Morgan Securities, Inc., as representative I~or the underwriters named in the hereinafter de[ined Purchase Contract (the 'Underwritem"), at the purchase pdce described in the bond purchase agreement between the City and the Underwriters (the "Purchase Contract"); is hereby authorized, ratified and con[in'ned. One Bond in [he pdndpal amount matudng on each matudty date as set I~orth in the Purchase Contract shall be delivered to the Underwriters, and the Underwriters shall have the dght to exchange such bonds as provided in Section 5 hereol~ without cost. The Purchase Contract sa~ng forth the ten'ns ol~ the sale ol~ the Bonds to the Underwriters, in substantially the i~orm attached to this Ordinance, is hereby accepted, approved and authorized to be delivered in executed l~orm to the Underwdtem. The Mayor and the City Manager each is hereby authorized, severally but not jointly, to execute and deliver the Purchase Contract on behall~ of the City. The "Official Statement" prepared in connexion with the sale ol~ the Bonds, in substantially the form attached to this Ordinance, is hereby accepted, approved and authorized to be delivered in executed I~orm to the Underwriters. The u~o of the 'Preliminary Official Statement' prepared in connection with the sale of the Bonds is hereby ratified. 11. That the Issuer covenants to take any action to assure, or refrain [rom any action which would adversely affect, the treatment ol~ the Sedes 2005 Bonds as obligations described in section 103 ol~ the Internal Revenue Code ol~ 1986 (the 'Code"), lhe interest on which is nol includable in the 'gross income" of the holder for purposes ol' I'ederel income taxation. In furtherance thereof, the Issuer covenants as follows: (a) to take any action to assure that no mom than 10 percent of the proceeds of the Sedes 2005 Bonds or the projects financed/herewith (less amounts deposited to a reserve fund, if any) are used for any "pdvate business use', as defined in section 141(bX6) o¢ the Code or, if moro than 10 percent of the proceeds are so used. that amounts, whether or not received by the Issuer. with respect to such pdvata business use, do not. under the terms of this Ordinance or any underlying arrangement, diroctly or indirectly, secure or provide for the payment ol: moro than 10 percent of the debt service on the Sedes 2005 Bonds, in contravenUon of section 141(b)(2)of the Code; (b) to take any acfion to assuro that in the event that the "pdvate business use" described in subsection (a) hereof exceeds 5 percent o[ the proceeds of the Sedes 2005 Bonds or the projects financed therewith (less amounts deposited into a reserve fund, if any) then the amount in excess of 5 percent is used for a "private business use" which is "related' and not 'disproportionate", within the meaning of section 141(bX3) o[ the Code, to the governmental use; (c) to take any action to assuro that no amount which is greater than the lesser of $5,000,000, or 5 percent of the proceeds of the Sedes 2005 Bonds (less amounts deposited into a roserve fund, if any) is directly or indlrectJy used to finance loans to per- sons, other than state or iocal governmental units, in contravention of section 141(c) of the Code; (d) to refrain from taking any action which would otherwise result in the Sedes 2005 Bonds being troated as 'pdvate activity bonds" within the meaning of section 141(b) of the Code; (e) to refrain from taking any action that would result in the Sehes 2005 Bonds -17- being "federally guaranteed" within the meaning of section 149(b) o[ the Code; (0 to refrain from using any portion of the proceeds o[ the Sedes 2005 Bonds, directly or indirectly, to acquire or to replace I~unds which were used, directly or indirectly, to acquire investment property (as defined in section 148(b)(2) of the Code) which produc- es a materially higher yield over the ten'n o[ the Sedes 2005 Bonds, other than investment property acquired with - (1) proceeds o[ the Series 2005 Bonds invested [or a reasonable temporary pedod o[ three yearn or less or, in the case ota current rei'unding, o[ 90 days or less or, in the case of an advance refunding, of 30 days or less, until such proceeds are needed for the purpose for which the Sedes 2005 Bonds are issued, (2) amounts invested in a bona fide debt service fund, within the meaning of section 1.148-1(b) o[ the Treasury Regulations, and (3) amounts deposited in any reasonably required reserve or replacernen[ [und to the extent such amounts do not exceed 10 percent of the proceeds o[ the Series 2005 Bonds; (g) to otherwise restdct the use of the proceeds of the Sedes 2005 Bonds or amounts treated as proceeds of the Ser~.s 2005 Bonds, as may be necessary, so that the Sedes 2005 Bonds do not otherwise cona-avene the requirements o1" section 148 o[ the Code (relating to arbitrage) and, to ff, o ,~xtent applicable, seclJon 149(d) of the Code (relating to advance refundings); and th) to pay to the United States ot America at least once dudng each five-year pedod (beginning on [he date of delivery o[ the Sedes 2005 Bonds) an amount that is at leasl: equal to 90 percent ot the "Excess Earnings", within the meaning of sec[ion 148(0 of the Code and to pay to the United States o[ Amedca, not later than 60 days alter the Sedes 2005 Bonds have been paid in full, 100 percent o[ the amount then required to be paid as a result o[ Excess Earnings under section 148([) of the Code. For purposes ol: the foregoing clauses (a) and (b) above, the issuer understands that/he term "proceeds" includes'disposition proceeds' as de[ineq in the Treasury Regulations and, in the case of a rehJnding bond, bans[erred proceeds (if any) and proceeds ol: the rel~unded bonds expended prior to the date o[ the issuance ol: the Bonds. It is the understanding o[ the Issuer that the covenants contained herein are intended to assure compliance with the Code and any regulations or rulings promulgated by the U .S. Department o[ the Treasury pursuant thereto. In the event that regulations or rulings are hereafter promulgated which modify or expand provisions o[ the Cede, as applicable to the Bonds,/he Issuer will not be required to comply with any covenant contained herein to the extent that such I'ailure [o comply, in the opinion o[ nationally-recognized bond counsel, will not adversely affect the exemption from I'ederal income taxation ol' interest on the Bonds under section 103 ol' the Code. In [he event that regulations or rulings are herea[ter promulgated which impose additional requirements which are applicable to the Bonds, the Issuer agrees to comply with [he additional requirements to the extent necessary, in the opinion of nationally-recognized bond counsel, to preserve the exemption from federal income taxation o[ interest on the Bonds under section 103 ol: the Code. in I~urlherance oi: the I:oregoing, the Mayor, the City Manager, any Assistant City Manager, and the Director of Financial Services may execute any certificates or other repods required by the Code and to make such elections, on behall' of the City, which may be permitted by the Code as are consistent with the purpose [or the issuance the Bonds. in order to fadlitate compliance with /he above clause th), a "Rebate Fund' is hereby established by the City for the sole benefit o[ the United States of America, and such Rebate Fund shale not be subject to [he claim of any other person, including without limitation the registered owners of lie Bonds. The Rebate Fund is established for the additional purpose of compliance with section 148 ot the Code. 12. That the City covenants to account [or on its books and records the expenditure of proceeds from the sale of the Sedes 2005 Bonds and any investment earnings thereon to be used for the Project in accordance with the requirements ot the Code. The City recognizes that in order for Ihe proceeds to be considered used for the reimbursement of costs, the proceeds must be allocated to expenditures within 18 months of Ihe later ot the date that (a) the expenditure on a Project is mede or (b) each such Project is completed; bul in no evenl later than three years after the date on which the original expenditure is paid. The foregoing nolwithstanding, the City recognizes that in order for proceeds to be expended under the Code, the sale proceeds or investment earnings must be expended no more than 60 days a¢ter the earlier of (a) the fi[th anniversary o[ the date of delivery o[ the Sedes 2005 Bonds or (b) lhe date the Sedes 2005 Bonds are retired. The City agrees to obtain the advice of a nationally~ecognized bend counsel if such expenditure fails to comply with the foregoing to assure that such expenditure will not adversely affect the tax-exempt status o[ the Series 2005 Bonds. For purposes o[ this Section, the City shall not be obligated to comply with [his covenant if it oblains an opinion of a nationally-recognized bond counsel to the e~fect that such failure to c~mply will not adversely a~ect the excludability for federal income tax purposes from gross income o[ the interest. 13. That the Issuer covenants thai Ihe property constituting a Project or other ~,,u~erty financed or refinanced with the proceeds o1' the Sedes 2005 Bonds will not be sold or otherwise disposed in a transaction resulting in the receipt by the Issuer of cash or other compensation, unless the Issuer oblains an opinion o[ nationally-recognized bond counsel substantially to the effect that such sale or other disposition will not adversely a[fecI the tax-exempt status o[ Ihe Sedes 2005 Bonds. For purposes o[ this Section, the portion of the property comprising personal property and disposed of in the ordinary course of business shall not be treated as a transaction resulting in the receipt of cash or other cornpensation. For purposes of this Section, ~e Issuer shall not be obligated to comply with this covenant if it obtains an opinion of nationally-recognized bond counsel to ~e effect that such I:ailure to comply will not adversely affect the excludability for federal income tax purposes from gross income of Re interest. 14. (a) Definitions. That as used in this Section, the following terms have the meanings ascribed to such lerms below: "MAC' means the Municipal Advisory Council of Texas. "MSRB" means the Municipal Securities Rulemeking Board. "NRMSIR' means each person whom the SEC or its staff has determined to be a nationally recognized municipal securities information repository within the meaning of the Rule from time to time. 'Rule" means SEC Rule 15c2-12, as amended from time to time. "SEC' means the United States Securities and Exchange Commission. "SID' means any person designated by the State ct Texas or an authorized department, officer, or agency thereof as, and determined by the SEC or its staff to be, a state ini'ormat. Jon depository within the meaning of the Rule from time to time. The MAC curren Uy serves as the SID for the State of Texas. (b) Annual Repocts. (i) The City shall provide annually to each NRMSIR and any SID, within six months after the end of each fiscal year ending In or after 2005, financial information and operating data with respect to the City of the general type included in the final Official Statement authorized by Section 10 of this Ordinance, being the information described in Exhibit B hereto. Any financial statements so to be provided shall be (1) prepared in accordanco with the accounting principles described in Exhibit B hereto, or such other accounting principles as the City may be required to employ from time to time pursuant to state law or regulation, and (2) audited, if the City commissions an audit ct such statements and the audit is completed within the pedod dudng which they must be provided. If the audit of such financial statements is not complete -21- within such period, then the City shall provide unaudited financial statements by the required time, and shall provide audited 6nancial statements for the applicable fiscal year to each NRMSIR and any SID, when and if the audit report on such statements becomes available. (ii) If the City changes its ~scal year, it will notify each NRMSIR and any SID of the change (and of ~ date of the new fiscal year end) prior to the next date by which the City otherwise would be required to provide I~nancial information and operating data pursuant to this Section. The financial information and operating data to be provided pursuant to this Section may be set forth in full in one or more documents or may be included by specific reference to any document (including an official statement or other offedng document, if it is available from the MSRB) that theretofore has been provided to each NRMSlR and any SID or filed with the SEC. (c) Material Event Notices. The City shall notify any SID and either each NRMSIR or the MSRB, in a timely manner, of any of the following events with respect to the Sedes 2005 Bonds, if such event is material within the meaning of the federal securities laws: 1. Principal and interest payment delinquencies; 2. Non-payment related defaults; 3. Unscheduled draws on debt service reserves reflecting financial difficulties; 4. Unscheduled draws on credit enhancements reflecting I~nancial difficulties; 5. Substitution of credit or liquidity providers, or their failure to perform; 6. Adverse tax opinions or events affecting the tax-exempt status of the Sedes 2005 Bonds; ~ 7. Modifications to dghts of holders of the Sedes 2005 Bonds; 8. Sedes 2005 Bond calls; 9. Defeasances; '. 3. Release, substitution, or sale of property secudng repayment of the Sedes 2005 Bonds; and 11. Rating changes. The City shall nol~/any SID and either each NRMSIR or the MSRB, in a timely manner, of any failure by the City to provide I~nancial information or operating data in accordance with subsection (b) 01" this Section by the time required by such subsection. Any tiling under this Section may be made solely by transmitting such tiling to the MAC as provided at http://www.disclosureusa.org, unless the SEC has withdrawn the interpretive advice stated in its lelter to the MAC dated September 7, 2004. (d) Limitations, Disclaimers, andAmendrnents. (i) The City shall be obligated to observe and perform the covenants specified in this Section I'or so long as, but only [or so long as, the City remains an "obligated person" with respect to the Sedes 2005 Bonds within the meaning or the Rule, except thai the City in any event will give notice of any deposit made in accordance with this Ordinance or applicable law that causes any Sedes 2005 Bonds no longer to be outstanding. (ii) The provisions of this Section are for the sole benefit of the holders and beneficial owners of the Sedes 2005 Bonds, and nothing in this Section, express or implied, shall give any benefit or any legal or equitable dght, remedy, or claim hereunder to any other person. The City undertakes to provide only the I'inancial information, operating data, l~nancial statements, and notices which it has expressly agreed to provide pursuant Io this Section and does not hereby undertake to provide any other inlormation Ihal may be relevant or matedal to a complete presentation o[ the City's financial results, condition, or prospects or to update any information provided in accordance with this Section or otherwise, except as expressly provided herein. The City does not make any representation or warranty concerning such information or its usefulness to a decision to invest in or sell Sedes 2005 Bonds at any future date. (iii) UNDER NO CIRCUMSTANCES SHALL THE CITY BE LIABLE TO THE HOLDER OR BENEFICIAL OWNER OF ANY SERIES 2005 BOND OR ANY OTHER PERSON, IN CONTRACT OR TORT, FOR DAMAGES RESULTING IN WHOLE OR IN PART FROM ANY BREACH BY THE CITY, WHETHER NEGLIGENT OR WITHOUT FAULT ON ITS PART, OF ANY COVENANT SPECIFIED IN THIS SECTION, BUT EVERY RIGHT AND REMEDY OF ANY SUCH PERSON, IN CONTRACT OR TORT, FOR OR ON ACCOUNT OF ANY SUCH BREACH SHALL BE LIMITED TO AN ACTION FOR MANDAMUS OR SPECIFIC PERFORMANCE. (iv) No default by the City in observing or performing ils obligations under this Section shall compdse a breach of or default under the Ordinance for purposes of any other provision of this Ordinance. Nolhing in this Section is intended or shall act to disclaim, waive, or otherwise limit the duties o1' the City under federal and state securities laws. (v) The provisions o[ this Section may be amended by the City [rom time to time to adapt to changed circumstances that adse from a change in legal requirements, a change in law, or a change in the identity, nature, status, or type of operations of the City, but only if (1) the provisions ot this Section, as so amended, would have perrnilted an underwriter [o purchase or sell Sedes 2005 Bonds in the primary offedng of the Sedes 2005 Bonds in compliance with the Rule, taking into account any amendments or interpretations of the Rule since such offedng as well as such changed circumstances and (2) either (a) the holders o[ a majodty in aggregate principal amount (or any greater amount required by any other provision of this Ordinance that authorizes such an amendment) of the outstanding Sedes 2005 Bonds consent to such amendreent or (b) a person that is unaffiliated with the City (such as nationally recognized bond counsel) determines that such amendreent will not materially impair the interest o[ the holders and beneficial owners o[ the Sedes 2005 Bonds. I[ the City so amends the provisions o[ this Section, it shall include ','ath any amended financial information or operating data next provided in accordance with subsection (b) oi' this Section an explanation, in narrative form, o[ the reason for the amendment and of the impact o[ any change in the type of tinancial information (:~- r, perating data so provided. The City may also amend or repeal the provisions of this continuing disclosure agreement if the SEC amends or repeals the applicable provision of the Rule or a court of final jurisdiction enters judgment that such provisions o[ the Rule are invalid, but only if and to the extent that the provisions o[ this sentence would not prevent an underwriter [rom lawfully purchasing or selling Sedes 2005 Bonds in the pdreary offedng of the Series 2005 Bonds. -24- 15. That interest earnings dedved from the investment of proceeds from [he sale of the Sedes 2005 Bonds shall be used along with other available bond proceeds [or the construction of the Project for which a portion of the Series 2005 Bonds are issued; provided, that after completion of such permanent improvemenls, if any of such interest earnings remain on hand, such interest earnings shall be deposited in the Interest and Sinking Fund. It is further provided, however, that any interest eamings on bond proceeds which are required to be rebated to the United Slates of Amedca pursuant to Section 11 hereof in order to prevent the Series 2005 Bonds from being arbitrage bends shall be so rebated and not considered as interest earnings for the purposes of this Section. 16. That the Series 2005 Bonds initially shall be issued and delivered in such manner that no physical dislributlen of the Sedes 2005 Bonds will be made to [he public, and The Depository Trust Company ("DTC'), New York, New York, initially will act as depository for [he Sedes 2005 Bonds. DTC has reprosenlad that it is a limited purpose bust company incorporated under Ihe laws of Ihe State of New York, a member of the Federal Reserve System, a "clearing corporation" within the meaning of the New York Uniform Commercial Code, and a "clearing agency' registered under Section 17A of the Securities Exchange Act of 1934, as amended, and the City accepts, but in no way verifies, such represenlaUons. The Sedes 2005 Bonds initially authorized by this Ordinance shall be delivered to and registered in [he name of CEDE & CO., Ute nominee of DTC. It is expected [hat DTC will hold the Series 2005 Bonds on behalf of Ute Underwriters and [heir participants. So long as each Sedes 2005 Bonds is registered in the name of CEDE & CO., the Paying Agent/Registrar shall treat and deal with DTC the same in all respects as if it were the actual and benefidal owner thereof. It is expected that DTC will maintain a book- enb~ system which will identJ['y ownership of the Series 2005 Bonds in integral amounts of $5,000, with transfers of ownership being effected on the records of DTC and its participants pursuant to rules and regulations established by them, and that the Sedes 2005 Bonds initially deposited with DTC shall be immobilized and not be lurther exchanged for subslitule Sedes 2005 Bonds except as hereinafter provided. The City is nol responsible or liable for any [unctions ol DTC, will not be responsible lor paying any fees or charges with respect to its services, will not be responsible or liable for maintaining, supervising, or reviewing the records ol DTC or its participants, or protecting any interests or rights ol the beneficial owners o[ the Sedes 2005 Bonds. It shall be the duty o[ the DTC Participants, as defined in the Official Statement herein approved, to make all arrangements with DTC to establish this book-entry system, the beneticial ownership of the Sedes 2005 Bonds, and the method of paying lhe lees and charges o[ DTC. The City does not represent, no~ does it in any way covenant that the initial beok--en[ry system established with DTC will be maintained in the [uture. Notwithstanding the initial establishment ol lhe [oregoing book- entry system w~th DTC, if tot any reason any o[ the originally delivered Sedes 2005 Bonds is duly filed with the Paying AgenlJRegistrar with proper request for transfer and substitution, as provided for in this Ordinance, substJlute Series 2005 Bonds will be duly delivered as provided in this Ordinance, and there will be no assurance or representation that any book-entry system will be maintained for such Sedes 2005 Bonds. In connection with the initial establishment o[ the foregoing book-entry system with DTC, the City heretofore has executed a "Blanket Letter o[ Represenlalions" prepared by DTC in order to implement the book-entry system described above. 17. (a) Deemed Paid. That any Series 2005 Bond and the interest thereon shall be deemed to be paid, retired and no longer outstanding (a "Deleased Bond")within the meaning o[ this Ordinance, except to the extent provided in subsection (e) of this Section, when payment o[ the principal of such Sedes 2005 Bond, plus interest thereon to the due date (whether such due date be by reason of matudty or otherwise) either ti) shall have been made or caused to be made in accordance with the terms thereo[, or (ii) shall have been provided lor on or be[ore such due date by irrevocably depositing with or making available to the Paying AgentJRegistrar in accordance with an escrow agreement or other instrument (the 'Future Escrow Agreement") [or such payment (1) lawful money of the United States ol~Amedca sufficient to make such payment and/or (2) De[easance Securities that mature as to pdncJpal and interest in such amounts and at such times as will insure the availability, without reinvestment, o[ sufficient money to provide I~or such payment, and when proper arrangements have been made by the City with the Paying Agenl/Registrar [or the payment ot Its services until ail Defeased Bonds shall have become due and payable. At such time as a Senes 2005 Bond shall be deemed to be a Defeased Bond hereunder, as aforesaid, such Sedes 2005 Bond and the interest thereon shall no longer be secured by, payable [rom, or entitled to the bene~ts o[, the ad valorem taxes or revenues herein levied and pledged as provided in this Ordinance, and such principal and Interest shall be payable solely [rom such money or Defeasance Securities. Upon entedng into the Future Escrow Agreement with respect to any such Series 2005 Bonds so de[eased, such Sedes 2005 Bonds shall no longer be outstanding [or any purpose except for right o[ payment, and all rights ol" the City to take any other action amending the terms o[ such Sedes 2005 Bonds shall be extJnguished. (b) Invesl~nents. Any moneys so deposited with the Paying Agent/Registrar may at the wdtten direction of the City be invested in Defeasance Securities, matudng In the amounts and times as hereinbefore set [orth, and all income [rem such De[easanse Secodties received by the Paying Agent/Registrar that is not required [or the payment o[ the Series 2005 Bonds and interest thereon, with respect to which such money has been so deposited, shall be turned over to the City, or deposited as directed in wdting by the City. Any Future Escrow Agreement pursuant to which the money and/or Defeasance Securities are held for the payment o[ Defeased Bonds may contain provisions permitting the investment or reinvestment of such moneys in Defeasance -27- Securities or the substitution of other Defeasance Securities upon the saris[action o[ the requirements specified in subsection (aXi) or (ii) above. All income from such Del~easance Securities received by the Paying AgenlJRegistrar which is not required for the payment ol" lhe Del"eased Bonds, with respect to which such money has been so deposited, shall be remitted to the City or deposiled as direcled in writing by lhe City. (c) Selection of Defeased Bonds. In the event Ihal the City elects Io defease less than all of the principal amount ot Sedes 2005 Bonds ol~ a matudly, the Paying Agent/Registrar shall select, or cause to be selected, such amount of Sedes 2005 Bonds by such random method as it deems i'air and appropdale. (d) Defeasance Obligations. The term "Deteasanse Securities' means (I) direct, noncallable obligations ot the United States o[ America, including obligations that are unconditionally guaranteed by the United Stales of America, (ii) noncallable obligations of an agency or insl~umenlality o1' the United Stales oi" Amedca, including obligations that are unconditionally guaranteed or insured by the agency or instrumentality and that, on the date o[ the purchase thereof are rated as to investment quality by a nationally recognized investment rating I~rm not less than AAA or ils equivalent, and (iii) noncatiable obligations ota state or an agency or a county, municipality, or other political subdivision of a slate that have been rel"unded and that, on the date the governing body ot the City adopts or approves the proceedings authorizing lhe l"inanclal arrangements are rated ~:: to investment quality by a nationally recognized investment rating 6tm not less Ihan AAA or its equivalent. (e) Cont~huingDutyofPayingAgent/Registrar. UntilallSedes2005 Bonds del"eased under this Section of this Ordinance shall become due and payable, Ihe Paying Agenl]Regisb'ar for such Series 2005 Bonds shall perform the se~ices o[ Paying Agent/Registrar for such Sedes 2005 Bonds the same as if they had not been defeased, and the Cily shall make proper arrangements -28- to provide and pay for such services. 18. That the City hereby finds that the issuance of the Sedes 2005 Bonds for the purpose of refunding the Refunded Obligations to realize a net present value savings is a public purpose. The refunding ot the Refunded Obligations will produce a net present value savings o[ $ and a gross savings of $ . In addition, the City hereby determines that the Refunded Obligations shall be called for redemption on the redemption date or dates se[ forth in Schedule I, at the applicable redemption price to the date fixed for redemption as provided in Schedule I. The City Manager or the designee thereof shall take such actions as are necessary to cause the required notice of redemption io be given in accordance with the terms of each ordinance I'or the Refunded Obligations called for redemption. 19. That the City Manager of the City is hereby authorized and directed to execute, the City Secretary is authorized [o attest, and the City Altomey is authorized to approve as to form, on behalf ot the City, the Escrow Agreement covering the use o[/he moneys to be deposited in accordance with the terms thereof, for the benetit ot the holders of the Rel:unded Obligations being retired with the proceeds [rom the sale oi" the Sedes 2005 Bonds, between the City and the escrow agent named therein, in substantially the form aa[ached to this Ordinance. 20. That the proceeds [rom the sale of the Bonds shall be used in the manner described in the letter of instructions executed by or on behalf oi: the City. The I~oregoing notwithstanding, proceeds representing accrued interest on the Bonds shall be deposited to the credit of the Interest and Sinking Fund and proceeds representing premium on the Series 2005 Bonds shall be used in a manner consistent 'w~th the provisions of V.T.C.A., Government Code, Section 1201.042(d). 21. That on the date of delivery of the Sedes 2005 Bonds, the City will obtain from (the "Insurer") a municipal bend insuranc~ policy in support of -29- the Sedes 2005 Bonds. To that end, for so long as said poticy is in effect, the ordinance requirements o[ the Insurer, as a condition to the issuance of said policy, attached to this Ordinance are incorporated by reference into this Ordinance and made a part hereof [or all purposes, notwithstanding anyother provision of this Ordinance to the conlrary. The Cily Manager and any Assistant City Manager shall have the authodly to execute any documents to effect the issuance of said policy by the Insurer. 22. That the findings set [odh in the preamble to this Ordinance are hereby incorporated into the body o[ this Ordinance and made a part hereof for all purposes. All ordinances and resolutions or parts thereof in conflict herewith are hereby repealed. For all purposes o[ this Ordinance, unless [he conlext requires otherwise, all references to designated Sections and other subdivisions are to the Sec.,~ons and other subdivisions of this Ordinance. The words "herein", "hereof and 'hereunder" and other words of similar import re[er to this Ordinance as a whole and not to any particular Section or other subdivision. Except where the context otherwise requires, terms defined in this Ordinance to impart the singular number shall be considered to include the plural number and vice versa. References to any named person means that party and its successors and assigns. References to any constitutional, statutory or regulatory prevision means such provision as it exists on the date this Ordinance is adopted by the City and any future amendments thereto or successor provisions thereof. Any reference to the payment of principal in this Ordinance shall be deemed to include the payment o[ .~y mandatory sinking fund redemption payments as described herein. Any reference to 'FORM OF BOND" shall refer to the form of the Sedes 2005 Bonds set forth in Exhibit A to this Ordinance. The titles and headings o[ the Sections and subsections o[ this Ordinance have been inserted for convenience o[ reference only and are not to be considered a part hereof and shall not in any way modify or restrict any of the terms or provisions hereof. 23, That the Mayor, the City Secretary or Assistant City Secretary, the City Manager, the Director of Financial Services and all other officers, employees, and agents o[ the City, and each of them, shall be and they are hereby expressly authorized, empowered, and directed from time to time and at any time to do and perform all such acts and things and to execute, acknowledge, and deliver in the name and under the seal and on behalf of the City all such instruments, whebher or not herein mentioned, as may be necessary or desirable in order to carry out the terms and provisions o[ this Ordinance, the Series 2005 Bonds. the Pumhase Contract. the Escrow Agreement, the offedng documents prepared in connection with the sale of the Sedes 2005 Bonds, or the Paying Agent/Registrar AgreemenL In case any officer whose signature appears on any Series 2005 Bond shall cease to be such officer be[ore the delivery o[ such Sedes 2005 Bond, such signature shall nevertheless be valid and sufficient for all purposes the same as if he or she had remained in office until such delivery. 24. That it is hereby officially found and determined that the meeting at which this Ordinance was passed was open to the public, and public no[ice of the lime, place and purpose of said meeting was given, all as required by Chapter 551, Texas Govemrnen[ Code, as amended. in accordance with the provisions of V,T.C.A., Government Code, Section '~201.O2B, this Ordinance shall be e[fecLive immediately upon its adoption by the CiD/Council -31- ADOPTED this June 14, 2005. A'I-I'EST: Mayor, City o[ Corpus Christi, Texas City Secretary, Cib~ o[ Corpus Chdsti, Texas (SEAL) APPROVED THIS 14TH DAY OF JUNE, 2005: MARY KAy FISCHER, CITY ATTORNEY -32- SCHEDULEI (1) Combination Tax and Revenue Certificates of Obligation, Series 1993: Interesl Par Matudty Date Rate (%) Amount(S) Call Date 12/01/2006 5.500 50,000 12/01/2005 06/01t'2007 5.500 50,000 12/01/2005 12/01/2007 5.500 50,000 12/01/2005 06/01/2008 5.500 60,000 12/01/2005 12/01/2008 5.500 50,000 12/01/2005 CallPdce 101.000 101.000 101.000 101.000 101.000 (2) CombinatJon Tax and Solid Waste Certificates ol' Obligation, Sedes 1995 Interest Par Maturity Date Rate (%) Amo,unt($) Call Date 03/01/2007 4.900 550,000 09/01/2005 03/01/2008 5.000 575,000 09/01/2005 03/01/2009 5.000 625,000 09/01/2005 03/01/2013 5.125 775,000 09/01/2005 03/01/2014 5.200 800,000 09/01/2005 03/01/2015 5.200 850,000 09/01/2005 (3) Combination Tax and Revenue Certificates of' Obligation, Series 2000 Interest Par Maturity Date Rate (%) Amount(S) Call Date 03/01/2013 5.000 785,000 03/01/2011 03/01~2014 5.100 825,000 03/01/2011 03/01/2015 5.200 865,000 03/01/2011 03/01/2018' 5.750 2,895,000 03/01/2011 03/01Y2020' 5.400 2,210,000 03/01/2011 *Term Bond Call Pdce 100.000 100.000 100.000 100.000 100.000 100.000 Call Pdce 100.000 100.000 100.000 100.000 100.000 ~33- (4) General Improvement and Refunding Bonds, Sedes 2001 Interest Par Matudly Date Rate (%) Amount(S) 03~01/2013 5.250 1,570,000 03/01/2014 5.375 1,645,000 03/01/2015 5.375 1,875,000 03/01/2016 5.375 1,780,000 03/01/2017 5.375 1,650,000 03/01/2018 5.375 1,740,000 03/01/2021' 5.000 6,070,000 *Term Bond (5) Tax Notes, Series 2003 Maturih/Date 03/01/2008 03/01/2009 Interest Rate (%) 3.680 3.680 Par Amount(S) 1,570,000 1,655,000 Call Date 03/01/2011 03/01/2011 03/01/2011 03/01/2011 03/01/2011 03/01/2011 03/01/2011 Call Date 08/01/2005 08/01/2005 CallPdce 100.000 100.000 100.000 100.000 100.000 100.000 100.000 Call Pdce 100.400 100.400 EXHIBIT A FORM OFBOND NO. UNITED STATES OF AMERICA STATE OF TEXAS COUNTIES OF NUECES AND SAN PATRICIO CITY OF CORPUS CHRISTI, TEXAS GENERAL IMPROVEMENT AND REFUNDING BOND SERIES 2005 MATURITY DATE INTEREST RATE ORIGINAL ISSUE DATE JUNE 1, 2005 CUSIP ON THE MATURITY DATE SPECIFIED ABOVE, THE CITY Of CORPUS CHRISTI, TEXAS (the "Issuer"), being a political subdivision of the State of Texas, hereby promises to pay to , or to the registered assignee hereof (either being herein- after called the 'registered owner") the principal amount oi': DOLLARS and to pay interest thereon, from the Odginal Issue Date specified above, to the matudty date specifed above, or the date of its redemption pdor to scheduled matudly, at the rate of interest per annum specified above, with said interest being payable on 1, 200_, and semi- annually on each 1 and 1 thereafter, except that if the Paying Agent/Registrar's Authentication Certif'm..ate appearing on the faca of this Bond is dated later than 1,200_, such interest is payable semiannually on each 1 and 1 following such date. THE PRINCIPAL OF AND INTEREST ON this Bond are payable in lawful money of the United States of Amedca, without exchange or collection charges. The principal of this Bond shall be paid to the registered owner hereof upon presentation and surrender of this Bond at matudty or redemption prior to matudly at the designated corporate bust office in Dallas. Texas (the "Designated Payment Office"), of The Bank of New York Trust Company, N.A., which is the "Paying Agenl/Registrar' for this Bond. The payment of interest on [his Bond shall be made by the Paying AgentJRegistrar to the registered owner hereof as shown by the Registration Books kept by the Paying Agent/Registrar at the dose of business on the 15th day of the month next preceding such Interest payment date by checE, dated as of such interest payment date. drawn by the Paying Agent/Reglsti'ar on, and payable solely I~rorn, funds of the Issuer required to be on deposit with the Paying Agenl/Registrar for such purpose as hereinafter provided; and such check shall be sent by the Paying Agenl/Registrar by United States mall, first-cJass postage prepaid, on each such interest payment date, to the registered owner hereol~ at its address as it appears on the Registration Books kept by the Paying Agent/Registrar, as hereinafter described. Any accrued interest due at matudty or upon redemption of this Bond prior to matudb/as provided herein shall be paid to the registered owner upon presentation and surrender of this Bond for redemption and payment at the Designated Payment Office of the Paying Agent/Registrar. The Issuer covenants with the registered owner of this Bond that no later than each principal payment and/or interest payment date for this Bond it will make available to the Paying Agent/Registrar [rom the Interest and Sinking Fund as deigned by the ordinance authorizing the Bonds (the "Ordinance") the amounts required to provide [or the payment, in immediately available funds, o[ all principal of and interest on the Bonds, when due. IN THE EVENT OF A NON-PAYMENT ot interest on a scheduled payment date, and for 30 days thereafter, a new record date for such interest payment (a "Spedai Record Date") will be established by the Paying Agent/Registrar, if and when funds for the payment o[ such interest have been received from the Issuer. Notice of the Special Record Date and of the scheduled payment date of the past due interest ("Special Payment Date', which shall be 15 days after the Special Record Date) shall be sent at least five business days pdor to the Special Record Date by United States mail, first class postage prepaid, to the address of each registered owner of a Bond appearing on the registration books of the Paying Agent/Registrar at the close of business on the last business day next preceding the date of mailing ot such notice. IF THE DATE for the payment of the principal of or interest on this Bond shall be a Saturday, Sunday, a legal holiday, or a day on which banking institutions in the dty where the Designated Payment Off.me of the Paying Agent/Registrar is located are authorized by law or executive order to ck)se, then the date for such payment shall be the next succeeding day which is not such a Saturday, Sunday, legal holiday, orday on which banking institutions are authorized to close; and payment on such date shall have the same force and effect as if made on the original date payment was due. Notwithstanding the foregoing, dudng any peded in which ownership of the Bonds is determined only by a book entry at a securities depository for the Bonds, any payment to the securities depository, or its nominee or registered assigns, shall be made in accordance with existing arrangements between [he Issuer and the securities depository. THIS BOND is one of a Series of Bonds of like tenor and eCfect except as to number, principal amount, interest rate, matudty and option of redemption, authorized in accordance with the Constitution and laws ot the State of Texas in the principal amount of $ , for the purpose of providing funds with which to ti) make and acz:luire vadous public improvements for the City, in accordance with the Ordinance, (ii) refund those obligations of the City designated in the Ordinance as the "Refunded Obligations" and (iii) pay costs of issuance related thereto. ON SEPTEMBER 1,20__, or on any date thereafter, the Bonds of this Series matudng on September 1, 20__ and thereafter may be redeemed prior to their scheduled maturities, at the option of the Issuer, in whole, or in part, at par and accrued interest to the date fixed for redemption. The years of maturity of the Bonds called for redemption at the ~.,)tion of the City pdor to stated matudty shall be selected by the City. The Bonds or portions thereof redeemed within a matudty shall be selected by lot or other method by the Paying Agent/Registrar, provided, that dudng any period in which ownership of the Bends is determined only by a book entry at a securities depository for the Bonds, if fewer than all of the Bonds of the same matudty and beadng the same interest rate are to be redeemed, the parlh:ular Bonds o1" such maturity and bearing such interest rate shall be selected in accordance with the arrangements between the Issuer and the securities deposilory. THE BONDS are aisc subject to mandalory redemption in part by Io/pursuant to the terms of the Ordinance, on September 1, with respect Io Bonds matudng September 1.20~, in ~ following years and in the following amounts, at a pdce equal to the principal amount/hereof and accrued and unpaid interest to the date of redemption, without premium: Year PHncipal Amount * Final Matud/y To the extent, however, that Bonds subject to sinking fund redemption have been previously purchased or celled for redemption in part and otherwise than [rom a sinking fund redemption payment, each annual sinking fund payment for such Bond shall be reduced by the amount obtained by multiplying the principal amount of Bonds so purchased or redeemed by the ratio which each remaining annual sinking fund redemption payment for such Bonds bears to the total remaining sinking fund payments, and by rounding each such payment to the nearest $5,000 integral; provided, that dudng any period in which ownership ot the Bonds is determined only by a book entry at a securities depository for ttm Bonds, the particular Bonds to be celled for mandatory redemption shall be selected in accordance with the arrangements be[ween the City and the securities depository. AT LEAST 30 days prior to the date fixed for any such redemption la) a wdtten notice ot such redemption shall be given to the registered owner ol: each Bond or a portion thereof being celled for redempben by depositing such notice in the United States mail, lirst class postage prepaid, addressed to each such registered owner at his address shown on Ihe Registration Books ol~ the Paying Agent/Registrar and lb) notice of such redemption either shall be published one (1) time in or posted electronically on the webslte of a financial journal or publication of general circulation in the United States of America or the State of Texas carrying as a regular feature notices of municipal bonds celled for redemption; provided, however, that/he failure to send. mail, or receive such notice described in la) above, or any defect therein or in the sending or mailing thereof, shall not affect the validity or effectiveness of the proceedings [or the redemption of any Bond, and the Ordinance provides that the provision o[ notice as described in lb) above shall be the only notice actually required in connection with or as a premquislte to the redemption ot any Bond. By the date fixed for any such redemption due prevision shall be made by the Issuer with the Paying Agent/Registrar for the payment of the required redemption pdce for this Bond or the portion hereof which is to be so redeemed, plus accrued interest thereon to the date fixed for redemption. If such notice of redemption is given, and ii: due provision fur such payment is made, all as provided above, this Bond, or the portion hereof which is to be so redeemed, thereby automatically shall be redeemed pdor to its scheduled maturity, and shall not bear interest after the date fixed for ~ts redemption, and shall not be regarded as being outstanding except for the right of the registered owner to receive the redemption pdce plus accrued Interest to the date fLxed for redemption from the Paying Agent/Reg,strar out of the funds provided for such payment. The Paying Agent/Registrar shall record in the Regis/ration Books all such redemptions of principal of this Bond or any portion hereof. If a podion of any Bond shall be redeemed a substitute Bond or Bonds having the same matudty date, beadng interest at the same rate, in any denomination or denominations in any integral multiple ot $5,000, at the wdtten request o[ the registered owner, and in aggregate principal amount equal to the unredeemed portion thereof, will be issued to the registered owner upon the surrender thereof for cancellation, at the expense ol: the Issuer. all as provided in the Ordinance. ALL BONDS OF THIS SERIES are issuable solely as fully registered bonds, without interest coupons, in the denomination of any integral multiple of $5,000. As provided in the Ordinance, this Bond, or any unredeemed portion hereof, may, at the request of the registered owner or the assignee or assignees hereof, be assigned, transferred, and exchanged for a like aggregate principal amount of fully registered bonds, without interest coupons, payable to [he appropriate registered owner, assignee, or assignees, as the case may be, having the same matudty date, and bearing interest at the same rate, in any denomination or denominations in any integral multiple of $5,000 as requested in wrfting by the appropdate registered owner, assignee, or assignees, as the case may be, upon surrender of this Bond to [he Paying Agent/Registrar at its Designated Trust Office for cancellation, all in accordance with the I~orm and procedures set forth in the Ordinance. Among other requirements for such assignment and transfer, this Bond must be presented and surrendered to the Paying Agent/Registrar, together with proper instruments of assignment, in form and with guarantee of signatures satisfactory to the Paying Agent/Registrar, evidencing assignment of this Bond or any portion or portions hereof In any integral multiple of $5,000 to the assignee or assignees in whose name or names this Bond or any such portion or portions hereof is or are to be transferred and registered. The form of Assignment printed or endorsed on this Bond may be executed by the registered owner to evidence the assignment hereof, but such method is not exclusive, and other instruments of assignment satisfactory to the Paying Agent/Registrar may bo used to evidence the assignment of [his Bond or any portion or portions hereof [rom time to time by the registered owner. The one requesting such exchange shall pay the Paying AgenlJRegistrar's reasonable standard or customary fees and charges for exchanging any Bond or portion thereof. The foregoing notwithstanding, in the case of the exchange of a portJon of a Bond which has been redeemed pdor to maturity, as provided herein, and in the case of the exchange of an assigned and transferred Bond or Bonds or any portion or portions thereof, such fees and charges of the Paying Agent/Registrar will be paid by the Issuer. In any circumstance, any taxes or governmental charges required to be paid with respect thereto shall be paid by the one requesting such assignment, transfer, or exchange as a condition precedent to the exercise ot such privilege. In any circumstance, neither the Issuer nor the Paying Agenl/Registrar shall be required (1) to make any transfer or exchange dudng a pedod beginning at the opening of business 30 days before [he day of the first mailing of a notice of redemption of bonds and ending at the close of business on the day of such mailing, or (2) to transfer or exchange any Bonds so selected for redemplJon when such redemption is scheduled to occur within 30 calendar days. WHENEVER the beneficial ownership of [his Bond is determined by a book entry at a securities depository for the Bonds, the foregoing requirements of holding, delivering or transferring this Bond shall be modified to require the apprepdate person or entity to meet the requ,rements of the securities depository as to registering or transferring the book entry to produce the same effecl. IN THE EVENT any Paying AgenlJRegistrar I~or the Bonds Is changed by the Issuer, resigns, or otherwise ceases to act as such, the Issuer has covenanted in the Ordinance that it promptly wilt appoint a competent and legally qualified substitute therefor, and prompUy will cause wdlten notice thereof to be mailed [o the registered owners of the Bonds. IT IS HEREBY CERTIFIED AND RECITED that the issuance of this Bond, and the sedes of which it is a part, is duly authorized by law; that all acts, conditions and things required to be done precedent to and in the issuance o1' this sedes of bonds, and of this Bond, have been propedy done and performed and have happened in regular and due lime, form and manner as required by law; that sufficient and proper provision I~or the levy and collection of taxes has been made, which, when collected, shall be appropriated exclusively to the payment o1' this Bond and the sedes of which it is a part; and that the total indebtedness of said City, including the entire sedes of bonds of which this is one, does not exceed any constitutional, statutory or charter limitation. BY BECOMING the registered owner of this Bond, the registered owner thereby acknowledges all ol: the terms and provisions of the Ordinance, agrees to be bound by such terms and provisions, acknowledges that the Ordinance is duly recorded and available [or inspection in the official minutes and records of the governing body of the Issuer, and agrees that the terms and provisions o[ this Bond and the Ordinance constitute a contract between each registered owner hereof and the Issuer. IN WITNESS WHEREOF, this Bond has been signed with the manual or facsimile signature o[ the Mayor o[ said City, and altested with the manual or I:acsimile signature o[ the Cib/ Secretary, and the official seal o[ the Issuer has been duly affixed to, or impressed, or placed in I:acsimile, on this Bond. ATTEST: City Secretary Mayor (SEAL) FORM OF PAYING AGENT/REGISTRAR'S AUTHENTICATION CERTIFICATE PAYING AGENT/REGISTRAR'S AUTHENTICATION CERTIFICATE It is hereby certiiqed that this Bond has been issued under the provisions of (he proceedings adopted by the Issuer as described in the text ol~ this Bond; and that this Bond has been issued in conversion of and exchange for or replacement of a bond, bonds, or a portion ol~ a bond or bonds of an issue which originally was approved by the Attorney General of the State of Texas and registered by the Comptroller ol: Public AccounLs of the Slate of Texas. Dated: THE BANK OF NEW YORK TRUST COMPANY, N.A., Paying Agenl/Registrar By Authorized Representative FOR VALUE RECEIVED, the FORM OF ASSIGNMENT: ASSIGNMENT undersigned hereby sells, assigns and transfers unto Please insed Social Secudty or Taxpayer Identification Number of Transferee / / (Please print or typewrite name and address, including zip code o[ Transferee) the within Bond and all rights thereunder, and hereby irrevocably constitutes and appoints attorney to register the transl'er ot the within Bond on the books kept [or registration thereof1 with tull power substitution in the premises. Dated: Signature Guaranteed: NOTICE: Signature(s) must be guaranteea by a member firm of the New York Stock Exchange or a commercial bank or trust company. NOTICE: The signature above must correspond with the name of the Registered Owner as it appears upon the front of this Bond in every particular, without alteration or enlargement or any change whatsoever. FORM Of COMPTROLLER'S CERTIFICATE (A'I-FACHED TO THE BONDS UPON INITIAL DELIVERY THEREOF) OFFICE OF COMPTROLLER : STATE OF TEXAS REGISTER NO. I hereby cedify that there is on file and of record in my office a cert~-ficate of the AUomey General o[ the State of Texas to the effect that this Bond has been examined by him as required by law, and that he Iqnds that it has been issued in confon'nity with the Constitution and law~ o[ the State of Texas, and that it is a valid and binding obligation of the Cily of Corpus Chdsti, Texas, payable in the manner provided by and in the ordinance authorizing same, and said Bond has this day been registered by me. WITNESS MY HAND and seal o[ office at Austin, Texas Comptroller of Public Accounts of the State o[ Texas (SEAL) The pdnter of the Series 2005 Bonds is hereby authorized to pdnt on the Series 2005 Bonds (i) the form of bond counsel's opinion relating to the Sedes 2005 Bonds, and (ii) an appropriate statement of insurance furnished by a municipal bond insurance company providing municipal bond insurance, if any, covering all or any part of the Sedes 2005 Bonds. Exhibit B to Ordinance DESCRIPTION OF ANNUAL FINANCIAL INFORMATION The following information is referred [o in Section 14 of this Ordinance. Annual Financial Statements and Operating Data The financial information and operating data with respect to the City to be provided annually in accordance with such Section are as specil'ied (and included in the Appendix or under the headings of the ofr~cial Statement referred to) below: The inforrnation o[ the general lype included in Appendix A under the headings "DEBT PAYABLE FROM TAXES", "GENERAL REVENUES" and 'AD VALOREM TAXES". Appendix C to/he Official Statement, "Excerpts from the Annual Financial Report of the City of Corpus Christi, Texas for the Fiscal Year Ended July 31, 2004". Accounting Principles The accounting principles re[erred Io in such Section are the accounting principles described in the notes to the financial statements referred lo in paragraph 1 above. THE STATE OF TEXAS : COUNTIES OF NUECES AND SAN PATRICIO : cn-Y OF CORPUS CHRISTI I, Armando Chapa, City Secretary o[ Ihe City of Corpus Chdsti, in the Sla[e of Texas, do hereby certify [hal I have compared the attached and [oregoing excerpt from the minu[es ol~ the regular, open, public meeting of the Ci[y Council o1' the City of Corpus Chdsti, Texas held on June 14, 2005, and o1' Ordinance No. whic~ was duly passed at said meeting, and thai said copy is a ttue and correct copy o1: said excerpt and the whole of said ordinance. In tes[imony whereo[, I have set my hand and have hereunto a[fixed [he seal of said City ol~ Corpus Chdsti, this 14th day o[ June, 2005. (SEAL) City Secrelaryofthe City o[Corpus ChdsS, Texas 4 CITY COUNCIL AGENDA MEMORANDUM AGENDA ITEM: June 14, 2005 Ordinance by the City Council of the City of Corpus Christi, Texas, providing for the issuance of $15,000,000 City or' Corpus Christi, Texas, Combination Tax and Revenue Certificates of Obligation, Series 2005 (Landfill Project), and ordaining other matters relating to the subject. Ordinance by the City Council of the City of Corpus Christi, Texas, providing for the issuance of $4,500,000 City of Corpus Christi, Texas, Combination Tax and Revenue Certificates of Obligation, Series 2005 (Marina Development Project), and ordaining other matters relating to the subject. ISSUE: The City plans to issue $15,000,000 in Combination Tax and Solid Waste Revenue Certificates of Obligation for the purpose of paying contractual obligations relating to the construction of improvements to the City's solid waste facilities, as well as the payment of fiscal, engineering and legal fees incurred in connection with the certificates. The City also plans to issue $4,500,000 in Combination Tax and Revenue Certificates of Obligation for the purpose of paying contractual obligations relating to the construction of improvements to the City's Marina facilities, as well as the payment of fiscal, engineering and legal fees incurred in connection with the certificates. In connection with the issuance and sale of the proposed Certificates of Obligation, the following team has been assembled: M.E. Allison & Co., Inc. as Financial Advisor;, McCall, Parkhurst & Horton L.L.P. as Bond Counsel, Underwriters - Coastal Securities as Semor Manager and Siebert Brandford Shank & Company as Co-Manager; Fulbright & Jaworski, L.L.P. as Underwriters Counsel; and The Bank of New York Trust Company, N.A. as Paying Agent/Registrar. REQUIRED COUNCIL ACTION: Approval of the Ordinances is presented. PREVIOUS COUNCIL ACTION: On May 17, 2005, City Council approved Resolution No. 026268 directing publication of notice of intention to issue Combination Tax and Revenue Certificates of Obligation, Series 2005 (Landfill Project); and resolving other matters relating to the subject. On May 17, 2005, City Council approved Resolution No. 026269 dkecting publication of notice of intention to issue Combination Tax and Revenue Certificates of Obligation, Series 2005 (Marina Development Project); and resolving other matters relating to the subject. FUTURE COUNCIL ACTION: Thcre is no future Council action. RECOMMENDATION: City Staffrecornrnends approval of the ordinances prowd~ng for the issuance of $15,000,000 City of Corpus Christi, Texas, Combination Tax and Revenue Certificates of Obligation, Series 2005, and $4,500,000 City of Corpus Christi, Texas, Combination Tax and Revenue Certificates of Obhgation, Series 2005 and ordaining other matters relating to the subject. Cindy O'Brien Director of Financial Services Attachments: Background Information Copy of Ordinance BACKGROUND INFORMATION LANDFILL PROJECT The landfill projects expected to be funded by the certificates will include the paying of contractual obligations to be incurred by the City with respect to the development of the Cefe Valenzuela landfill for the construction of the landfill with buildings, cover systems, gas collection systems, equipment, maintenance facilities, leachate collection systems, liners, roads, environmental monitoring equipment, communication equipment, all hardware, software and licensing required for billing systems and other improvements necessary to open and operate the landfill, and the construction of a drainage ditch and outfall south of said landfill site relating to the development of the landfill. Also included is the construction of improvements to the J. C. Elliott landfill including cell construction, final cover systems, gas collection system modifications, ground water monitoring and transfer station improvements, and the payment of fiscal, engineenng and legal fees incurred in connection therewith. MARINA PROJECT The marina projects expected to be funded by the certificates will include the paying of contractual obligations relating to the construction of new recreational boat slips, boaters facilities/bathrooms and a new commercial dock on the Peoples Street T-Head, and the payment of fiscal, engineering and legal fees incurred in connection therewith. ORDINANCE NO. ORDINANCE BY THE CITY COUNCIL OF THE CITY OF CORPUS CHRISTI, TEXAS, PROVIDING FOR THE ISSUANCE OF $15,000,0~ CITY OF CORPUS CHRISTI, TEXAS, COMBINATION TAX AND REVENUE CERTIFICATES OF OBLIGATION, SERIES 20~$ (LANDFILL PROJECT), AND ORDAINING OTHER MATTERS RELATING TO THE SUBJECT WHEREAS, on the 17th day of May, 2005, the City Council of the City of Corpus Christi, Texas (tho "City" or the "Issuer") passed a resolution authorizing and directing notice o fits intention to issue the Certificates of Obligation herein authorized to be issued, to ho published in a newspaper as required by Section 271.049 of the Texas Local Government Code; and WHEREAS, said notice was published on May 29, 2005 and June 5, 2005 in the Corpus Christi Caller-Times, a "newspaper" as described in Section 2051.044, Texas Government Code, all as required by Section 271.049 of the Texas Local Government Code; and WHEREAS, no petition, signed by 5% of the qualified electors of said C~ty as permitted by said Section 271.049 of the Texas Local Government Code protesting the issuance of such Certificates of Obligation, has been filed with the City; and WHEREAS, the Certificates of Obligation hereinafter authorized are to be issued and delivered pursuant to Subehapter C ~rChapter 271 of tho Texas Local Government Code; BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CORPUS CHRISTI, TEXAS: Section 1. AUTHORIZATION OF CERTIFICATES OF OBLIGATION. That the Certificates of Obhgation to he issued by the City, designated the "Ctty of Corpus Christi, Texas Combination Tax and Revenue Certificates o£Obligation, Series 2005 (Landfill Project)", are hereby authorized to ho issued and delivered in the principal amount of $15,000,000, for the purpose of providing part of the funds for paying contractual obligations to be incurred by the City, to-wit: the construction of improvements to the City's solid waste facilities, including, without limitation, paying contractual obligations to be recurred with respect to the development of the Cefe Valenzuela landfill in the vicinity of County Road 20 and FM 2444, for the construction of the landfill with buildings, cover s~tems, gas collection systems, equipment, maintenance facilities, leachate collection systems, liners, roads, environmental monitoring equipment, co mmtmlCation equipment, aHhardware, software and licensing required for bilfing systems and other improvements necessary to open and operate said landfl]l, the construction of a drainage ditch and outfall south of said landfill site relating'to the development o fsaid hnd fill, the construction of improvements to the J.C. Elliot t landfillin the vicinity of SH 286 (Chapman Ranch Road) and SH 357 (Saratoga Boulevard) including cell construction. final cover systems, gas collection system modifications, ground water morfitoring and transfer station hnprovements, and the payment of fiscal, engineering and legal fees incurred in connection therewith. The term "Certificates" as used in this Ordinance shall mean and include collectively the Certificates of Obligation inftially issued and delivered pursuant to this Ordinance and all substitute Certificates of Obligation exchanged therefor, as well as all other substitute Certificates of Obligation and replacement Certificates of Obligation issued pursuant hereto, and the term "Certificate" shall mean any of the Certificates. Section 2. DATE, DENOMINATIONS, NUMBERS AND MATURITIES. That said Certificates of Obligation shall initially be issued, sold and delivered hereunder as fully registered certificates, without interest coupons, dated June 1, 2005, in ti'a: respective denominations and principal amounts hereinaRer stated, numbered consecutively fi.om R-1 upward, payable to the respective initial registered owners thereof(as designated m Section 16 hereoD, or to the registered -2 assignee or assignees of said Certificates or any portion or portions thereof (in each case, the "Registered Owner"), and said Certificates shall mature and be payable on March I m the years and amounts as set forth below, to-wit: YEARS AMOUNTS(S) YEARS AMOUNTS(S) 2006 2017 2007 2018 2008 2019 2009 2020 2010 2021 2011 2022 2012 2023 2013 2024 2014 2025 2015 2026 2016 2027 For purposes of this Ordinance, the Certificates of Obligation maturing on March 1, 20__ are hereby designated as "Term Certificates". Section 3. REDEMPTION. (a) Optional Redemption. That the City reserves the right to redeem the Certificates maturing on or after March 1, 2016, in whole or in part, in the principal amount of $5,000 or any integral multiple thereof(an "Authorized Denomination"), on March 1, 2015, and on any date thereafter, at the par value thereof plus accrued interest to t,~,~ cedemption date. The years of maturity of the Certificates called for redemption at the option of the City prior to stated maturity shall be selected by the City. The Certificates or portions thereof redeemed within a maturity shall be selected at random and by lot by the Paying Agent/Registrar. The Certificates are subject to mandatory redemption as provided in the FORM OF CERTIFICATES. (b) Mandatory Redemption. The Term Certificates are subject to mandatory sinking fund redemption prior to their scheduled maturities as provided in the FORM OF CERTIFICATES. (c) Notice. At least 30 days prior to the date fixed for any such redemption, (i) a written notice of such redemption shall be given to the registered owner of each Certificate or a portion thereof being called for redemption by depositing such notice m the United States mail, first-class postage prepaid, in the name of the City and at the City's expense addressed to each such registered owner at his address shown on the registration books of the Paying Agent/Registrar and (ii) notice of such redemption shall be pubhshed one (1) time in a finan~:ial journal or pubhcation of general circulation in the United States of America carrying as a regular feature notices of mumcipal bends called for redemption; provided, however, that the l~ailure to send, mail, or receive such notice described in (i) above, or any defect therein or in the sendtng or marling thereof; shall not affect the validity or effectiveness of the proceedings for the redemption of any Certillcate, and it is hereby spectfically provtded that the pubhcation of notice described in (ii) above shall be the only notice actually required in connection with or as a prerequisite to the redemption of any Certificates. By the date fi-xed for any such redemption due provision shall be made by the City with the Paying AgenffRegistrar for the payment of the required redemption price for the Certificates or the portions thereof which are to be so redeemed, plus accrued interest thereon to the date fixed for redemption. If such notice of redemption is given, and if due provision for such payment is made, all as provided above, the Certificates, or the portions thereof, which are to be so redeemed, thereby automatically shall be redeemed prior to thek scheduled maturities, and shall not bear interest after the date fixed for their redemption, and shall not be regarded as hemg outstanding except for the right of the registered owner to receive the redemption price plus accrued interest to the date fixed for redemption fi-om the Paying Agent/Registrar out of the funds provided for such payment. The Paying Agent/Registrar shall record in the registration books all such redemptions of principal of the Certificates or any portton thereo£ Ifa portion of any Certificate shall he redeemed a substitute Certificate or Certificates having the same maturity date, bearing interest at the same rate, in any Authorized Denomination. at the written request of the registered owner, equal to the unredeemed portion thereol~ will he issued to the registered owner upon the surrender thereof for cancellation, at the expense of the City, all as provided in this Ordinance. Section 4. INTEREST. That the Certificates shall bear interest fi-om the date specified in the FORM OF CERTIFICATE to their respective dates oflmturity or redemption prior to maturity at the following rates per annum: maturities 2006 % maturities 2007 % maturities 2008 % maturities 2009 % maturities 2010 % maturities 2011 % maturities 2012 % maturities 2013, % maturities 2014, % maturities 2015, % maturities 2016, % maturities 2017, maturities 2018, maturities 2019, maturities 2020, maturities 2021, maturities 2022, maturities 2023, maturities 2024, maturities 2025, maturities 2026, malurities 2027, Said interest shall be payable in the manner provided and on the dates stated in the FORM OF CERTIFICATE. Section 5. CItARACTERISTICS OF THE CERTIFICATES. (a) The City shall keep or cause to he kept at the co,orate trust office in Dallas, Texas (the "Designated Trust Office") of The Bank of New York Trust Company, N.A. (the "Paying Agent/Registrar"), or such other bank, -5- trust company, financial institution, or other agency named in accordance with the provisions of(g) of this Section hereof, hooks or records of the registration and transfer of the Certificates (the "Registration Books"), and the City hereby appoints the Paying AgenffReg4strar as its registrar and transfer agent to keep such books or records and make such transfers and registrations under such reasonable regulations as the City and Paying Agent/Registrar may prescribe; and the Paying Agent/Registrar shall make such transfers and registrations as hereto provided. The City Manager or the designee thereof is hereby authorized to execute a "Paying Agent/Registrar Agreement" in such form attached hereto as is approved by the City Attorney. It shall be the duty of the Paying Agent/Registrar to obtain fi.om the registered owner and record m the Registration Books the address of such registered owner of each certificate to which payments with respect to the Certificates shall be mailed, as herein provided. The City or its destgnee shall have the right to inspect the Regrstration Books during regular business hours of the Paying Agent/Registrar, but otherwise the Paying Agent/- Registrar shall keep the Registration Books confidential and, unless otherwise requh'ed by law, shatl not pernfit their inspection by any other entity. Registration of each Certificate may be transferred in the Registration Books only upon presentation and surrender of such certificate to the Paying Agent/Registrar at the Designated Trust Office for transfer o fregistration and cancellation, together v, ith proper written instruments of assignment, in form and with guarantee of signatures satisfactory to the Paying Agent/Registrar, evidencing the assignment of such certificate, or any portion thereof in any Authorized DenominaUon to the assignee or assignees thereot~ and the right of such assignee or assignees to have such certificate or any such portion thereof registered tn the name of such assignee or assignees. Upon the assignment and transfer of a.ny Certificate or any portion thereof, a new substitute certificate or certificates shall be issued in exchange therefor in the mariner herein provided. (b) The entity in whose name any Certificate shall be registered in the Registration Books at any time shall be treated as the absolute owner thereof for all purposes of this Ordinance, whether or not such certificate shall be overdue, and the City and the Paying Agent/Registrar shall not be affected by any notice to the contrary; and payment of, or on account of; the principal of~ premium, if any, and interest on any such certificate shall be made only to such registered owner. All such payments shall be valid and effectual to satisfy and discharge the liability upon such certificate to the extent of the sum or sums so paid. (c) The City hereby further appoints the Paying Agent/Registrar to act as the paying agent for pay/rig the principal of and interest on the Certificates, and to act as its agent to exchange or replace Certificates, all as provided in this OrdinanCe. Tbe Paying Agent/Registrar shall keep proper records of all payments made by the City and the Paying Agent/Registrar with respect to the Certificates, and of all exchanges of such certificates, and all replacements of such certificates, as provided in this Ordinance. (d) Each Certificate may be exchanged for fully registered certificates in the manner set forth herein. Each certificate issued and dehvered pu_.~ ant to this Ordinance, to the extent of the unre- deemed principal amount thereof, may, upon surrender of such certificate at the Designated Trust Office oftbe Paying Agent/Registrar, together with a written request therefor duly executed by the registered owner or the assignee or assignees thereof; or its or their duly authorized attorneys or representatives, with gu arantee ofstgnatures satisfactory to the Pay/rig Agent/Registrar, at the option of the registered owner or such assignee or assignees, as appropriate, be exchanged for fully regis- -7- tered certificates, without interest coupons, in the form prescribed in the FORM OF CERTIFICATE, in any Authorized Denomination(subject to the requirement hereinafter stated that each substitute certificate shall have a single stated maturity date), as requested in writing by such registered owner or such assignee or assignees, in an aggregate principal amount equal to the unredeemed principal amount of any Certificate or Certificates so surrendered, and payable to the appropriate registered owner, assignee, or assignees, as the case may he. Ifa portion of any Certificate shall be redeemed prior to its scheduled maturity as provided herein, a substitute certificate or certificates having the same maturity date, bearing interest at the same rote, in any Authorized Denomination at the request of the registered owner, and in an aggregate principal anxmnt equal to the unredeemed portion thereof~ wdl be issued to the registered owner upon surrender thereof for cancellation. If any Certificate or portion thereof is assigned and transferred, each certificate issued in exchange therefor shall have the same maturity date and bear interest at the :game rate as the certificate for which it is being exchanged. Each substitute certificate shall bear a letter and/or number to distinguish it firom each other certificate. The Paying Agent/Registrar shall exchange or rep[ace Certificates as provided herein, and each fully registered certificate or certificates delivered in exchange for or replacement o [any Certificate or portion thereof as permitted or required by any provision of this Ordinance shall constitute one of the Certificates for all purposes of this Ordinance, and may again be exchanged or replaced. It is specifically provided, however, that any Certificate delivered in exchange for or replacement of another Certificate prior to the first scheduled interest payment date on the Certificates (as stated on the face thereof) shall be dated the same date as such Certificate, but each substitute certificate so delivered on or aller such first scheduled interest payment date shall be dated as of the interest payment dale preceding the date on which such substitute certificate ks delivered, -8- unless such substitute certificate is delivered on an interest payment date, in which case it shall be dated as of such date of delivery; provided, however, that fiat the time ofdehvery of any substitute certificate the interest on the Certificate for which it is being exchanged has not been paid, then such substitute certificate shall be dated as of the date to which such interest has been paid in full. On each substitute certificate issued in exchange for or replacement of any Certificate or Certificates issued under this Ordinance there shall he printed thereon a PaYing Agent/Registrars Authenticatton Certifi- cate, tn the form hereinatler set forth. An authorized representative of the Paying Agent/Registrar shall, before the delivery of any such substitute certificate, date such substitute certificate in the manner set forth above, and manually sign and date such Autbent~cation Certificate, and no such substitute certificate shall he deemed to be issued or outstanding unless such Authentication Certifi- cate is so executed. The Paying Agent/Registrar promptly shall cancel all Certificates surrendered for exchange or replacement. No additional ordinances, orders, or resolutions need be passed or adopted by the City Council or any other body or person so as to accomplish the foregoing exchange or replacement of any Certificate or portion thereof, and the Paying Agent/Registrar shall provide for the printing, execution, and dehvery of the substitute certificates in the manner prescribed herein. Pursuant to Chapter 1206, Texas Government Code, the duty of exchange or replacement of any Certificates as aforesaid is hereby imposed upon the Paying Agent/Registrar, and, upon the e--- ' ution of said PaYing Agent/Registrar's Authentication Certificate, the exchanged or replaced certificate shall be vabd, incontestable, and enforceable in the same manner and with the sa.me effect as the Certificates which originally were dehvered pursuant to this Ordinance, approved by the Attorney General, and registered by the Comptroller of Public Accounts. Neither the City nor the Paying Agent/Registrar shall be required (1) to issue, transfer, or exchange any Certificate during a period -9- beginning at the opening of business 30 days before the day of the first maiZing of a notice of redemption of Certificates and ending at the close of business on the day of such mailing, or (2) to transfer or exchange any Certificate so selected for redemption in whole when such redemption is scheduled to occur within 30 calendar days. (e) All Certificates issued in exchange or replacement of any other Certificate or portion thereof, (i) shall be issued in fully registered form, without interest coupons, with the principal of and interest on such Certificates to be payable only to the registered owners thereo[ (ii) may be redeemed prior to their scheduled maturities, (iii) may be transferred and assigned, (iv) may be exchanged for other Certificates, (v) shall have the characteristics, (vi) shall be signed and sealed, and (vii) the principal of and interest on the Certificates shall be payable, all as provided, and in the manner re- quired or indicated, in the FORM OF CERTIFICATE. (t) The City shall pay all o£the PaYing Agent/Registrar's reasonable and customary fees and charges for making trans£ers and exchanges o £Certificates, but the registered owner o fany Certificate requesting such transfer shall pay any taxes or other governmental charges required to be paid with respect thereto. In addition, the City hereby covenants with the registered owners of the Certificates that it will (i) pay the reasonable and standard or customary fees and charges of the Pay/rig Agent/Registrar for its serwces with respect to the payment of the principal of and interest on the Certificates, when due, and (fi) pay the fees and charges of the Pay/ng Agent/Registrar for services with respect to the transfer or registration of Certificates solely to the extent above providecl, and with respect to the exchange of Certificates solely to the extent above provided. (g) The City covenants with the registered owners of the Certificates that at all times while the Certificates are outstanding the City will provide a competent and legally qualified bank, trust -10- company, financml institution, or other agency to act as and perform the services of Paying Agent/Registrar for the Certificates under this Ordinance, and that the Paying Agent/Registrar will be one entity. The City reserves the right to, and may, at its option, change the Paying Agent/Regis- trar upon not less than 60 days written notice to the Paying Agent/Registrar. In the event that the entity at any time acting as Paying Agent/Registrar (or its successor by merger, acquisition, or other method) should resign or otherwise cease to act as such, the City covenants that promptly it will appoint a competent and legally quahfied national or state banking institution which shall be a corporation organized and doing business under the laws of the United States of America or of any state, authorized under such laws to exercise trust powers, subject to supervision or examination by federal or state authority, and whose qualifications substantially are similar to the previous Paying Agent;Registrar to act as Paying Agent/Registrar under this Ordinance. Upon any change in the Paying AgenffRegistrar, the previous Paying Agent/Registrar promptly shall transfer and deliver the registration hooks (or a copy thereof), along with all other pertinent books and records relating to the Certificates, to the new PaYing Agent/Registrar designated and appointed by the City. Upon any change in the Paying Agent/Registrar, the City promptly will cause a written notice thereof to be sent by the new Paying Agent/Regfstrar to each registered owner of the Certificates, by United States Mail, postag' ?repaid, which notice also shall give the address oftbe new Paying Agent/Registrar. By accepting the position and performing as such, each Paying Agent/Registrar shall be deemed to have agreed to the provisions of this Ordinance, and a certified copy of this Ordinance shall be del/vered to each Paying Agent/Registrar. Section 6. FORM OF CERTIFICATES. That the form of the Certificates, including the form of Paying Agent/Registrar's Authentication Certificate, the form of Assignment and the form -11- of Registration Certificate of the Comptroller of Public Accounts of the State of Texas to be attached to the Certificates initially issued and delivered pursuant to this Ordinance, shall be in substantially the form as set forth in Exhibit A to this Ordinance, with such appropriate variations, omissions, or insertions as are permitted or required by this Ordinance. The printer of the Certificates is hereby authorized to print on the Certificates (i) the form of bond counsel's opimon relating to the Certificates, and (ii) an appropriate statement of insurance furnished by a nmmcipal bond insurance company providing municipal bond insurance, if any, covering all or any part of the Certificates Section 7. DEFINITIONS. That the term "Series 1995 Certificates 0fObligation" shall mean the City of Corpus Christi, Texas, Combination Tax and Solid Waste Revenue Certificates of Obhgation, Series 1995, dated December 1, 1995, and currently outstanding in the aggregate principal amount o f$4,700,000; the term "Series 20(10 Certificates o fObligation" shall mean the City of Co]pus Christi, Texas, Combinatkm Tax and Revenue Certificates of Obligation, Series 20~X), dated September 1, 2000, and currently outstanding m the aggregate principal amount of $12,155,000; the term "Series 2004 Certificates o£Obhgation" shall mean the City of Corpus Christi, Texas, Combination Tax and Solid Waste Revenue Certificates o fObligation, Series 2004, dated July 1, 2004, and currently outstanding in the aggregate principal amount of $6,640,000; and the term "Code" shall mean the Internal Revenue Code of 1986, and any amendment thereto_ Section 8. INTEREST AND SINKING FUND. That a special fund or account, to be designated the "City of Corpns Christi, Texas Series 2005 Combination Tax and Revenue Certificate o fObligation Interest and Sinking Fund (Landfill Project)" (the "Interest and Sinking Fund") is hereby created and shall be established and maintained by the City at its official depository. The Interest and Sinking Fund shall be kept separate and apart Eom all other funds and accounts of the City, and shall -12- be used only for paying the interest on and principal of the Certificates. Any accrued interest derived fi.om the sale of the Certificates shall be deposited to the credit of the Interest and Sinking Fund. All ad valorem taxes levied and collected for and on account of the Certificates shall be deposited, as collected, to the credit of the Interest and Sinking Fund. During each year while any of the Certificates are outstanding and unpaid, the governing body of the City shall compute and ascertain the rate and amount of ad valorem tax, based on the latest approved tax rolls of the City, with full al- Iowa.rices being made for tax delinquencies and the cost of tax collections, which will be sufficient to raise and produce the money requked to pay the interest on the Certificates as such interest comes due, and to provide a sinking fund to pay the principal of the Certificates as such principal matures, but never less than 2% of the original amount oftbe Certificates as a sinking fired each year. The rate and amount of ad valorem tax is hereby ordered to be levied against all taxable property in the City for each year while any of the Certificates are outstanding and unpaid, and said ad valorem tax shall he assessed and collected each such year and deposited to the credit of the Interest and Sinking Fund. The ad valorem taxes necessary to pay the interest on and principal o fthe Certificates, as such interest comes due and such principal matures or comes due through operation of the mandatory sinking fund redemption to the extent provided in the FORM OF CERTIFICATE, are hereby levied and ordered to be levied and pledged for such payment, within th~ I;mit prescribed by law. There shall be appropriated from the General Fund to deposit into the Interest and Sinking Fund moneys as may he necessary to pay the first scheduled interest payment on the Certificates of Obligation. Section 9_ REVENUES. That the Certificates of Obligation are additionally secured by and shall be payable fi-om and secured by the revenues fi.om the Issuer's Sohd Waste System remaining after payment o fall maintenance and operation expenses thereol~ and all other obligations now or -}3 hereafter payable therefi-om (including, without limitation, the Series 1995 Certificates of Obligation, the Series 2000 Certificates o fObligation and the Series 2004 Certificates of Obhgation), constituting "Surplus Revenues". The Surplus Revenues are ph:dged bythe Citypursuant to authorityofChapter 363, Texas Health and Safety Code, particularly Suhehapter G thereof The Issuer shall deposit such Surplus Revenues to the credit of the Interest and Sinking Fund created pursuant to Section 8, to the extent necessary to pay the principal and interest on the Certificates of Obligation. Notwithstanding the requirements of Section 8, if Surplus Revenues are actually on deposit or budgeted for deposit in the lnterest and Sinking Fund in advance of the time when ad valorem taxes are scheduled to be levied for any year, then the amount of taxes which otherwise would have been required to be levied pursuant to Section 8 may be reduced to the extent and by the amount of the Surplus Revenues then on deposit in the Interest and Skfldng Fund or budgeted for deposit herein. The City anticipates that the Su.rplns Revenues shall be sufficient to meet the annual debt service requirements of the Certificates of Obligation and intends to use Surplus Revenues to pay such debt service. Section 10. TRANSFER. That the City shall do any and all things necessary to accomplish the transfer of monies to the Interest and Sinking Fund of this issue in ample time to pay such items of principal and interest. Section 11. SECURITY FOR FUNDS. Tha, .ne Interest and Sinking Fund created by this Ordinance shah be secured in the manner and to the fullest extent permitted or required by law for the security of public funds, and such Fund shall he used only for the purposes and in the nmsqner permitted or required by this Ordinance. Chapter 1208, Texas Government Code, applies to the issuance of the Certificates and the pledge of ad valorem taxes and the Surplus Revenues granted by the City under Sections 8 and 9, and such pledge is therefore valid, effective, and perfected_ If Texas 14- law is amended at any tune while the Certificates are outstanding and unpaid such that the pledge of the ad valorem taxes and Surplus Revenues granted by the City is to be subject to the filing requirements of Chapter 9, Texas Business & Commerce Code, then m order to preserve to the registered owners of the Certificates the perfection of the security interest in said pledge, the City agrees to take such measures as it determines are reasonable and necessary under Texas hw to comply with the applicable provisions of Chapter 9, Texas Business & Commerce Code and enable a filing to perfect the security interest in said pledge to occur Section 12. DEFEASANCE OF CERTIFICATES. (a) Defensed Certificates. That any Certificate and the interest thereon shall be deemed to be paid, rettred and no longer outstanding (a "Defeased Certificate") within the meaning of this Ordinance, except to the extent provided in subsection (d) o fthis Section, when payment of the principal of such Certificate, plus interest thereon to the due date (whether such due date be by reason of maturity or otherwise) either (i) shall have been made or caused to be made in accordance with the terms thereo f, or (ii) shallhave been provided for on or before such due date by h-revocably depositing with or making available to the Paying Agent/Registrar in accordance with an escrow agreement or other instrument (the "Furore Escrow Agreement") for such payment (l) lawful money of the United States of America sufficient to make such payment or (2) Defeasance Securities that mature as to pramipal and interest in such amounts and at such tnnes as will insure the availability, without reinvestment, ofsutlicient money to provide for such payment, and when proper arrangements have been nmde by the Issuer with the PaYing Agent/Registrar for the payment o fits services until all Defensed Certificates shall have become due and payable. At such time as a Certificate shall be deemed to be a Defensed Certificate hereunder, as aforesaid, such Certificate and the interest thereon shall no longer be secured by, payable fi-om, or -15 entitled to the benefits of; the ad valorem taxes or revenues herein levied and pledged as provided in this Ordinance, and such prinCipal and interest shall be payable solely fi.om such money or Defea~nce Securities. Notwithstanding any other provision of this ordm,xnee to the contrary, it is hereby provided that any determination not to redeem Defeased Certificates that is made in conjunction with the payment anangements specified in subsection 12(a)(i) or (ii) shall not be irrevocable, provided that m the proceedings providing for such payment arrangements, the Issuer expressly (1) reserves the right to call the Defeased Certificates for redemption; (2) gives notice of the reservation of that right to the owners of the Defeased Certificates immediately following the malting of the payment arrangements; and (3) directs that notice of the reservation be included in any redemption no tices that it authorizes. (b) Investment in Defeasance Securities. Any moneys so deposited with the PaYing Agent/Registrar may at the written direction of the Issuer be invested in Defeasance Securities, maturing in the anmunts and tunes as hereinbefore set forth, and all mc. omo fi.om such Defeasance Securities received by the PaYing Agent/Registrar that is not required for the payment of the Certificates and interest thereon, w~th respect to which such money has been so deposited, shall be turned over to the lssuer, or deposited as directed in writing by the Issuer. Any Future Escrow Agreement pursuant to which the money and/or Defeasance Securities are held for the payment of Defeased Certificates may contain provisions permitting the investment or reinvestment of such moneys m Defeasance Securities or the substitution of other Defeasance Securities upon the satisfaction of the requirements specified m subsection 12(aXi) or (ii). All income fi.om such Defeasance Securities received by the Paying Agent/Registrar which is not required for the payment of the Defeased Certificates, with respect to which such money has been so deposited, shall he remitted to the Issuer or deposited as directed in writing by the Issuer. 16 (c) Defeasance Securities Defined The term "Defeasance Securities" means (i) direct, noncallable obhgations of the United States o fAmerica, including obligations that are unconditionally guaranteed by the United States of America, (ii) noncallable obhgations of art agency or instrumentality of the United States of America, including obhgations that are unconditionally guaranteed or insured by the agency or instrumentality and that, on the date of the purchase thereof are rated as to investment quality by a nationally recognized investment rating firm not less than AAA or its equivalent, and (iii) noncallable obligations of a state or an agency or a county, municipality, or other po htical subdivision of a state that have been refunded and that, on the date on the date the governing body of the Issuer adopts or approves the proceedings authorizing the fmmacial arrangements are rated as to investment quahty by a nationally recogrUzed investment rathag firm not less than AAA or its equivalent. (d) Paying Agent/Registrar Services. Until all Defeased Certificates shall have become due and payable, the Paying Agent/Registrar shall perform the services of Paying Agent/Registrar for such Defeased Certificates the same as if they had not been defeased, and the Issuer shall make proper arrangements to provide and pay for such services as required by this Ordmanoe. Section 13. DAMAGED, MUTILATED, LOST, STOLEN, OR DESTROYED CERTIFICATES. (a) 'oolacement Certificates. That in the event any outstanding Certificate is damaged, mutilated, lost, stolen, or destroyed, the Paying Agent/Registrar shall cause to be printed, executed, and delivered, a new certificate of the same pt-incipal an~otmt, maturity, and interest rate, as the damaged, mutilated, lost, stolen, or destroyed Certificate, in replacement for such Certificate in the manner hereinafter provided. -17- (b) Application for Replacement Certificates. That application for replacement of damaged, mutilated, lost, stolen, or destroyed Certificates shall be made by the registered owner thereof to the Paying Agent/Registrar. In every case of loss, theft, or destruction of a Certificate, the registered owner applying for a replacement certificate shall furnish to the C~ty and to the Paying AgenffRegistrar such security or indemmty as may he required by them to save each o fthem harmless from any loss or damage with respect thereto. Also, m every case of loss, theft, or destruction of a Certificate, the registered owner shall furnish to the City and to the Paying Agent/Registrar evidence to their satisfaction of the loss, theft, or destruction of such Certificate, as the case may he. In every case of damage or mutilation ora Certificate, the registered owner shall surrender to the Paying Agent/Registrar for cancellation the Certificate so damaged or mutilated. (c) No Default Occurred. That notwithstanding the foregoing provisions of this Section, in the event any such Certificate shall have matured, and no default has occurred which is then continuing in the payment of the principal of or interest on tins Certificate, the City may author/ze the payment of the same (without surrender thereof except in the case of a damaged or mutilated Certificate) instead of issuing a replacement certificate, provided security or indemnity ~s furnished as above provided in this Section. (d) Charge jbr Issuing Replacement Certificates. That prior to the issuance of any replacement certificate, the PaYing AgenffRegistrar shall charge the registered owner of such Certificate with all legal, printing, and other expenses in connection therewith. Every replacement certificate issued pursuant to the provisions of this Section by virtue of the fact that any Certificate is lost, stolen, or destroyed shall constitute a contractual obligation of the City whether or not the lost, stolen, or destroyed Certificate shall be found at any time, or be enforceable by anyone, and shall be entitled to all the benefits of this Ordinance equally and proportionately with any and all other Certificates duly issued uva:ler this Ordn'~nce. ( e) Authority for lssutng Replacement Certificates. That in accordance with Chapter 1206, Texas Government Code, this Section of this Ordinance shall co~.stitute authority for the issuance of any such replacement certificate without necessity of further action by the City or any other body or person, and the duty of the replacement of such certificates is hereby authorized and tmpOsed upon the Paying Agent/Registrar, and the Paying Agent/Registrar shall authenticate and deliver such Certificates in the form and manner and with the effect, as provided in Section 5(a) of this Ordmance for Certificates issued in conversion and exchange of other Certificates. Section 14. COVENANTS REGARDING TAX EXEMPTION. That the City covenants to refi'ain fi.om any action wh~h would adversely affect, or to take such action as to ensure, the treatment oftbe Certificates of Obligation as obligations described in Section 103 of the Code, the interest on which is not includable m the "gross income" oftbe holder for purposes of federal income taxation. In furtherance thereof, the City covenants as follows: (a) to take any action to assure that no more than 10 percent of the proceeds of the Certificates of Obligation (less amounts deposited to a reserve fund, ifa.ny) are used for any "private business use," as defined m section 141(bX6) "the Code or, if more than 10 percent of the proceeds are so used, that amounts, whether or not received by the City, with respect to such private business use, do not, under the terms of tfus Ordinance or any underlying arrangement, directly or indirectly, secure or provide for the payment o fmore than 10 percent of the debt service on the Certificates of Obligation, in contravention of Section 141(bX2) of the Code; -19- (b) to take any action to assure that tn the event that the "private business use" described in subsectmn (a) hereof exceeds 5 percent of the proceeds of the Certificates of Obligation (less amounts deposited into a reserve fund, ffany) then the amount in excess of 5 percent is used for a "private business use" which is "related" and not "disproportionate", within the meaning of Section 141(b)(3) of the Code, to the governmental use; (c) to take any action to assure that no amount which is greater than the lesser of $5,000,000, or five percent of the proceeds of the Certificates of Obligation (less amounts deposited into a reserve fund, if any) is directly or indirectly used to finance loans to persons, other than state or local govemn~ntal units, in contravention of Section 141(c) of the Code; (d) to reft.am fi.om taking any action winch would otherwise result in the Certificates of Obligation being treated as "specified private activity bonds" within the meanmg of Section l 4 l(b) o f the Code; (e) to refi.ain fi.om taking any action that would result in the Certificates of Obligation being "federally guaranteed~ within the ineaning of section 149(b) of the Code; (f) to refrain fi.om using any portion of the proceeds of the Certificates of Obligation, directly or indirectly, to acquire or to replace funds winch were used, directly or indirectly, to acquire investment property (as defined in Se~ion 148(bX2) of the Code) which produces a materially higher yield over the term of the Certificates of Obligation' other than investment property acquired with -- (1) proceeds of the Certificates of Obligation invested for a reasonable temporary period of three years or less until such proceeds are needed for the purpose for which the Certificates of Obligation are issued, -20 - (2) amounts invested in a bona fide debt service fund, within the meaning of Section 1.148-1(b)of the Treasury Regulations, and (3) amounts deposited in any reasonably required reserve or replacement fund to the extent such amounts do not exceed 10 percent of the proceeds of the Certificates of Obligatmn; (g) to otherwise restrict the use of the proceeds of the Certificates of Obhgation or amounts treated as proceeds of the Certificates of Obhgation, as may be necessary, so that the Certificates o fObligation do not otherwise contravene the requirements of Section 148 of the Code (relating to arbitrage) and, to the extent applicable, Section 149(d) of the Code (relating to advance refundings); and (h) to pay to the United States of America at least once during each five-year period (beginning on the date of delivery of the Certificates of Obligation) an amount that is at least equal to 90 percent of the "Excess Earmngs," within the meamng of Section 148(0 of the Code and to pay to the United States of America, not later than 60 days after the Certificates of Obhgation have been paid in full, 100 percent of the amount then required to be paid as a result of Excess Earnings under Section 148(0 of the Code. For purposes of the foregoing (a) and (b), the Issuer understands that the term "proceeds" includes "disposition proceeds" as defw~:t in the Treasury Regulations and, in the case of refunding bonds, transferred proceeds (if any) and proceeds of the refunded bonds expended prior to the date of issuance of the Certificates of Obligatiom It is the understanding of the City that the covenants con- tained hereto are intended to assure complmnce with the Code and any regulations or rulings promulgated by the U.S. Department of the Treasury pursuant thereto. In the event that regulations -21- or mlmg are here. after promulgated which modify or expand provisions of the Code, as applicable to the Certificates of Obligation, the City will not be required to comply with any covenant contained herein to the extent that such failure to comply, in the opinion of nationally-recognized bond counsel, will not adversely affect the exemption fi, om federal income taxation of interest on the Certificates of Obligation under Section 103 of the Code. In the event that regulations or rulings are hereafter promulgated which impose additional requirements which are applicable to the Certificates of Obligation, the City agrees to comply with the additional requirements to the extent necessary, in the opinion of nationally-recognized bond counsel, to preserve the exemption fi.om federal income taxation of interest on the Certificates of Obligation under Section 103 of tho Code. In furtherance of such intention, the City hereby authorizes and directs the Mayor, the C~ty Manager and the Director o fFinancial Services to execute any documents, certificates or reports required by the Code, and to make such elections on behalf of the City which may be permitted by the Code as are consistent with the purpose for the issuance of the Certificates of Obligation. In order to facilitate compliance with clause (h) above, a "Rebate Fund" is hereby established by the City for the sole benefit of the United States of America, and such Fund shall not he subject to the claim of any other person, including without limitation the bondholders. The Rebate Fund is establisbxxl for the additional purpose of compliance with Section 148 of the Code. Section 15. ALLOCATION OF, AND LIMITATION ON, EXPENDITURES FOR THE PROJECT That the Issuer covenants to account for the expenditure of proceeds fi.om the sale of the Certificates and any investment earnings thereon to be used for the purposes described in Section 1 of this Ordinance (such purpose referred to herein ard Section 16 hereof as a "Prcfyct") on its books and records by allocating proceeds to expenditures within 18 months of the later of the date -22- that (a) the expenditure on a Project is made or (b) such Project is completed. The foregoing notwithstanding, the Issuer shall not expend such proceeds or investment earnings more than 60 days after the eaxher of(a) the fi_ah anniversary of the date of delivery of the Certificates or (b) the date the Certificates are retired, unless the Issuer obtains an opinion o f nationally-reco gnized bond counsel substantially to the effect that such expenditure wall not adversely affect the tax-exempt status of the Certificates. For purposes hereof~ the Issuer shall not he obhgated to comply with this covenant if it obtains an opimon that such failure to comply will not adversely affect the excludability for federal inCOme tax purposes from gross income of the interest. Section 16. DISPOSITION OF PROJECT. That the Issuer covenants that the property constituting a Project will not he sold or otherwise disposed in a transaction resulting in the receipt by the Issuer of cash or other compensation, unless the Issuer obtams an opinion of nationally- recognized bond counsel substantially to the effect that such sale or other disposition will not adversely affect the tax-exempt status of the Certificates For purposes o fthe foregoing, the portion of the property comprising personal property and disposed in the ordinary course shall not he treated as a transaction resulting in the receipt of cash or other compensation. For purposes hereof~ the Issuer shall not he obligated to comply with this covenant flit obtams an opinion that such failure to comply will not adversely affect 'h ~, excludability for federal income tax purposes from gross income of the interest. Section 17. CUSTODY, APPROVAL, AND REGISTRATION OF CERTIFICATES. That the Mayor of the City is hereby authorized to have control of the Certificates initially issued and delivered hereunder and all necessary records and proceedings pertaining to the Certificates pending their delivery and their investigation, examination, and approval by the Attorney General of the State -23 of Texas, and their registration by the Comptroller of Pubtic Accounts of the State of Texas. Upon registration o fthe Certificates said Comptroller of Public Accounts (or a deputy designated in writing to act for said Comptroller) shall manually sign the Comptroller's Registration Certificate attached to such Certificates, and the seal of said Comptroller shall be impressed, or placed in facsimile, on such Comptroller's Registration Certificate. Section 18. SALE OF CERTIFICATES. (a) Sale to Underwriter. That the sale oftbe Certificates to , as representative for the underwriters named in the Bond Purchase Agreement (the "Purchase Agreement") between the City and the underwriters named therein (the "Underwriters"), at the purchase price described in the Purchase Agreement, is hereby authorized, ratified and confirmed. One Certificate in the principal amount maturing on each maturity date as set forth in Section 2 hereo fshall be delivered to the Underwriters, and the Underwriters shaft have the right to exchange such certificates as provided in Section 5 hereof without cost. (b) Execution of Purchase Agreement. That the Purchase Agreement setting forth the terms o fthe sale of the Certificates to the Underwriters, in substantially the form attached to this Ordinance, is hereby accepted, approved and authorized to be delivered in executed form to the Underwriters. (c) Bond Insurance. The Mayor, City Manager and the Director of Fiscal Services each is authorized, m connection wit', effecting the sale of the Certificates, to obtain fi.om Financial Security Assurance Inc. (the "Insurer") a municipal bond insurance policy in support of the Certificates. To that end, for so long as such policy ~s in effect, the requirements of the Insurer relating to the issuance of said policy is inco~orated by reference into this Ordinance and made a part hereof for all purposes, notwithstanding any other provision of this Ordinance to the contrary. -24- Section 19. APPROVAL OF OFFICIAL STATEMENT. That the "Official Statement" prepared in connection with the sale of the Certificates, ia substantially the form attached to this Ordinance, is hereby accepted, approved and authorized to be dehvered in executed form to the Underwriters. The use of the "Preliminary Official Statement" prepared in connection with the sale of the Certificates is hereby ratified. Section20. CONTINUING DISCLOSURE OBLIGATION. (a) Definitions. As used in this Section, the foilowmg terms have the meanings ascn'bed to such terms below: "MAC" means the Mancipal Advisory Council of Texas. "MS/LB" means the Mumcipal Sectmties Rulemaking Board. "NRMSIR" means each person whom the SEC or its staffhas determined to he a nationally recogni?ed municipal securities information repository within the meaning of the Rule fi.om time to nme. "Rule" means SEC Rule 15c2-12, as amended Rom time to time. "SEC" means the United States Securities and Exchange comrmssion. "SID" means any person designated by the State of Texas or an authorized department, of'ricer, or agency thereof as, and determined by the SEC or its staff to be, a state afformation depository within the meamng of the Rule fi-om time to time. (b) .dnnual Reports. (i) The City shall provide annually to each NRMSIR and any SID, within six months at, er the end of each fiscal year ending in or after 2005, financial information and oporatmg data with respect to the City of the general type included in the fi~al Official Statement authorized by Section 19 of this Ordinance, being the information described in Exhibit B hereto. Any financial statements so to be provided shall be (1) prepared in accordance with the accounting -25- principles described in Exhibit B hereto, or such other accounting principles as the City may be reqmred to employ from time to time pursuant to stale law or regulation, and (2) audited, if the City commissions an audit of such statements and the audit is completed within the period during which they must be provided, lfthe audit o£such financial statements is not complete within such period, then the City shall provide unaudited financtal statements by the required time, and shall provide audited financial statements for the apphcable fiscal year to each NRMS1R and any SID, when and if the audit report on such statements become available. (ii) If the C~ty changes its fiscal year, it will notify each NRMS1R and any SID of the change (and of the date of the now fiscal year end) prior to the noxt date by which the City o tlmrwise would be required to provide financial information and operattng data pursuant to this Section. The financial information and operating data to be provided pursuant to this Section may be set forth in full in one or more documents or may be included by specific reference to any document (including an official statement or other offering document, if it is available fi-om the MSRB) that theretofore has been provided to each NRMSIR and any SID or filed with the SEC. (c) Material Event Notices. The City shall notify any SID and either each NRMSIR or the MSRB, in a timely manner, of any of the following events with respect to the Certificates of Obligation, if such event is material within the meamng of the federal securities laws: Principal and interest payment delinquencies; Non-payment related defaults; 3. Unscheduled draws on debt service reserves reflecting flnan.-'fial difficulties; 4. Unscheduled draws on credit enhancements reflecting financial difficulties; 5. Substitution of credit or liquidity providers, or their failure to perform; 6. Adverse tax opinions or events affecting the tax-exempt status of the Certificates of Obligation; 7. Modifications to rights o£holders of the Certificates of Obligation; 8. Certificates of Obligalion calls; 9. Defeasances; -26- 10. Release, substitution, or sale of property secunng repayment of the Certificates of Obligation; and 11. Rating changes. The City shall notif~ any SID and either each NRMSIR or the MSRB, in a timely manner, of any failure by the City to provide finam:::ial information or operating data in accordance with subsection (b) of this Section by the time required by such subsection. Any filing under ttus Section may be made solely by transmitting such filing to the MAC as provided at http://www.disclosureusa.org, unless the SEC has withdrawn the interpretive advice stated in its letter to the MAC dated September (d) Limitations, Disclaimers, and Amendments (i) The City shah be obligated to observe and perform the covenants specified in this Section for so long as, but only for so long as, the City remains an "obligated person" with respect to the Certificates of Obhgation within the meaning of the Rule, except that the City in any event will give notice of any deposit made in accordance with this Ordinance or applicable law that causes Certificates of Obligation no longer to be outstanding. (ii) The provisions of this Section axe for the sole benefit of the registered owners and beneficial owners of the Certificates of Obhgation, and nothing in this Section, express or iinphed, shall give any benefit or any legal or equitable right, remedy, or claim hereunder to any other person. '~he City undertakes to provide only the financial information, operating data, financial statements, and notices which it has expressly agreed to provide pursuant to this Section and does not hereby undertake to provide any other information that may be relevant or material to a complete presentation of the City's firmncia{ results, condition, or prospects or hereby undertake to update any information provided in accordance with this Section or otherwise, except as expressly provided -27 herein. The City does rmt make any representation or warranty concerning such information or its usefulness to a decision to revest in or sell Certificates of Obligation at any future date. (iii) UNDER NO CIRCUMSTANCES SHALL THE CITY BE LIABLE TO THE REGISTERED OWNER OR BENEFICIAL OWNER OF ANY CERTIFICATE OF OBLIGATION OR ANY OTHER PERSON, IN CONTRACT OR TORT, FOR DAMAGES RESULTING IN WHOLE OR IN PART FROM ANY BREACH BY THE CITY, WHETHER NEGLIGENT OR WITHOUT FAULT ON 1TS PART, OF ANY COVENANT SPECIFIED IN THIS SECTION, BUT EVERY RIGHT AND REMEDY OF ANY SUCH PERSON, IN CONTRACT OR TORT, FOR OR ON ACCOUNT OF ANY SUCH BREACH SHALL BE LIMITED TO AN ACTION FOR MANDAMUS OR SPECIFIC PERFORMANCE. (iv) No default by the City in observing or performing its obligations under this Section shall comprise a breach of or default under the Ordinance for purposes of any other provision of this Ordinance. Nothing in this Section is intended or shall act to disclaim, waive, or otherwise limit the duties of the City under federal and state securities laws. (v) The provisions of this Section may be amended by the City from time to time to adapt to changed circumstances that arise from a change in legal requirements, a cha~e in law, or a change m the identity, nature, status, or type of operations of the City, but only if(l) the provisions ofthis Section, as so amended, would have permitted an underwriter to purchase or sell Certificates of Obligation in the primary o ffenng of the Certificates o fObligation in compliance with the Rule, tak/ng into account any amendments or interpretations of the Rule since such offering as well as such changed circumstances and (2) either (a) the registered owners ora majority in aggregate principal amount (or any greater amount required by anyother provision of this Ordinance that authorizes such an amendment) of the outstanding Certificates of Obligation consent to such amendment or (b) a -28 person that is unaffiliated with the City (such as nationally recognized bond counsel) determined that such amendment will not mater~ally nnPair the interest of the registered owners and beneficial owners of the Certificates of Obligation. If the City so amends the provisions oftkis Section, it shall include with any amended financial information or operating data next provided in accordance with subsection (b) of this Section an explanation, in narrative form, of the reason for the amendment and of the maPact of any change in the type of fnmneial inlbrmalion or operating data so provided, The City may also amend or repeal the provisiom of this continuing disclosure agreement if the SEC amends or repeals the applicable provision o fthe Rule or a court o f final jurisdiction enters judgnnent that such provisions of the Rule are invalid, but only if and to the extent that the provisions of this sentence would not prevent an underwr/ter from lawfully purchasing or selling Certificates of Obhgation in the pnmary offering of the Certificates of Obligation. Section 21. DTC REGISTRATION. That the Certificates of Obligation initially shall be issued and dehvered in such manner that no physical distribution of the Certificates of Obligatinn will he made to the public, and The Depository Trust Company ("DTC"), New York, New York, initially will act as depository for the Certificates of Obligation. DTC has represented that it is a hmited purpose trust company incorporated under the laws of the State of New York, a member of the Federal Reserve System, a "clearing corpor,"tion" within the mearnng of the New York Uniform Commercial Code, and a "clearing agency" registered under Section 17A of the Securities Exchange Act of 1934, as amended, and the City accepts, but in no way verifies, such representations. The Certificates of Obligation initially authorized by this Ordmance shall be delivered to and registered tn the name of CEDE & CO., the nominee of DIC. It is expected that DTC will hold the Certificates of Obligation on behalf of the Underwriters and thetr respective participants. So long as each Certificate of Obl/gation is registered in the name of CEDE & CO., the Paying Agent/Registrar shall treat and deal with DTC the same in all respects as if it were the actual and beneficial owner thereof. It is expected that DTC will maintain a book-entry system wluch will identify ownership of the Certificates of Obligation in integral amounts of $5,000, with transfers of ownership being effected on the records of DTC and its participants pursuant to rules and regulations established by them, and that the Certificates of Obligation initially deposited with DTC shall be immobilized and not be further exchanged for substitute Certificates of Obhgation except as hereinaeter provided. The City is not responsible or liable for any functions of DTC, will not be respons~le for paying any fees or charges with respect to its services, will no t be responsible or liable for maintaining, supervising, or reviewing the records of DTC or its participants, or protecting any interests or rights of the beneficial owners of the Certificates of Obligation. It shall he the duty of the DTC Participants, as defir,axt in the Official Statement hereto approved, to make all arrangements with DTC to establish this book-entry system, the beneficial ownership of the Certificates of Obl/gation, and the method of paYing the fees and charges of DTC. The City does not represent, nor does it in any way covenant that the initial book-entry system established with DTC will be maintained in the future. Notwithstanding the initial establishment of the foregoing book-entry system with DTC, if for any reason any of the originally delivered Certificates of Obligation is duly filed with the Paying Agent/Registrar with proper request for transfer and substitution, as provided for in this Ordinance, substitute Certificates of Obligation will be duly delivered as provided in this Ordinance, and there will he no assurance or representation that any book-entry systern will be maintained for such Certificates o fObligation_ In connection with the initial establishment of the foregoing book-entry system with DTC, the City heretofore has executed a "Blanket Letter of Representations" prepared by DTC in order to implement the book- entry system described above. -30- Section 22. INTEREST EARNINGS; PREMIUM. Interest earnings derived fi.om the investment of proceeds fi.om the sale of the Certificates shall be used along with other proceeds for the construction of the permanent improvements set forth in Section l hereof for which the Certificates are issued; provided that after completion of such permanent hnprovements, ff any of such interest earnings remain on hand, such interest earnings shall be deposited in the Interest and Sinking Fund. It is further provided, however, that any interest earnings on proceeds which are required to be rebated to the United States of America pursuant to tiffs Ordinance hereof m order to prevent the Certificates fi.om being arbitrage bonds shall be so rebated and not constdered as interest earnings for the purposes of tiffs Section. All premium received in connection with the sale of the Certificates shall be used in a manner consistent with the provisions of Section 1201.029, Texas Government Code. The City Council hereby finds that the sum oftbe aggregate principal amount of the Certificates and prermum, if any, received as part of the purchase price for the Certificates to be expended for the construction of the permanent improvements set forth in Section 1 hereof will not exceed the maxhnnm amount o fCertificatns authorized to be sold in the notice ofinteotion published in connection with the sale of the Certificates. Section 23. CONFLICTING PROCEEDINGS. That all ordinances and resolutions or parts thereo fin conflict herewith are hereby repealed. Section 24. OFFIC1AI-~ AUTHORIZED TO ACT ON BEHALF OF THE CITY. That the Mayor, the C~ty Secretary, the C~W Manager, any Assistant City Manager or the Director of Financial Services of the City, and all other officers, employees, and agents of the CiW, and each of them, shall be and they are hereby expressly authorized, empowered, and directed fi.om time to time and at any time to do and perform all such acts and things and to execute, acknowledge, and deliver 31 in the name and under the seal and on behalf of the City all such instruments, whether or not herein mentioned, as may he necessary or desirable in order to carry out the terms and provisions of this Ordinance, the Certificates, the offering documents prepared in connection with the sale of the Certificates, or the Paying Agent/Regmtrar Agreement. In case any officer whose signature appears on any Certificate shall cease to be such officer before the delivery of such Certificate, such signature shall nevertheless be valid and sul]icient for all purposes the same as if he or she had remained in office until such delivery. Section 25. RULES OF CONSTRUCTION. That for allpurposes of this Ordinance, unless the context requires otherwise, all references to designated Sections and other subdivisions are to the Sections and other subdivisions of this Ordlna.nce. The words "herein", "hereof" and "hereunder" and other words of similm- import refer to this Ordinance as a whole and not to any particular Section or other subdivision~ Except where the context otherwise requires, temts defined in this Ordinance to impart the singular number shall be considered to include the plural number and vice versa. References to any named person means that party and its successors and assigns. References to any constitutional, statutory or regulatory provision means such provision as it exists on the date this Ordinance is adopted by the City and any future amendments thereto or successor provisions thereof. Any reference to the payment of principal in this Ordinance shall be deemed to include the payment of any mandatory sinking fund redemption payments as described herein. Any reference to "FORM OF CERTIFICATE" shall refer to the form of the Certificates set forth in Exhibit A to this Ordinance. The titles and headings of the Sections and subsections of this Ordinance have been inserted for convenience of reference only and are not to be considered a part hereof and shall not in any way modify or restrict any of the terms or provisions hereof. -32 Section 26. IMMEDIATE EFFECT. That in accordance with the provisions of V.T.C.A., Govemmem Code, Section 1201.028, this OrdtnanCe slmll be effective immediately upon its adoption by the City Council. ADOPTED this 14th day o£Jmae, 2005. ATTEST: Mayor, City of Corpus Christi, Texas City Secretary, City of Corpus Christi, Texas (SEAL) APPROVED THIS DAY OF JUNE, 2005: MARY KAY FISCHER, CITY ATTORNEY 33 FORM OF CERTIFICATE NO. R- UNITED STATES OF AMERICA $ STATE OF TEXAS COUNTIES OF NUECES AND SAN PATR1CIO CITY OF CORPUS CHRISTI, TEXAS COMBINATION TAX AND REVENUE CERTIFICATE OF OBLIGATION SERIES 2005 (LANDFILL PROJECI) MATURITY DATE INTEREST RATE ORIGINAL ISSUE DATE CUSIP % June 1, 2005 ON THE MATURITY DATE specified above, THE CITY OF CORPUS CHRISTI, TEXAS (the "City" or the "Issuer"), being a political subdivision of the State of Texas, hereby promises to pay to (hereinalter called the nregistered owner") the principal amoant of DOLLARS and to pay interest thereon from the Original Issue Date specified above, on March 1, 2006, and semm'rmually on each September I and March l thereafter to the maturity date specified above or the date of its redemption prior to scheduled maturity, at the interest rate per annum specified above; except that if this Certificate is required to be authenticated and the date of its authentication is later than March 1, 2006, such interest is payable semiannually on each September I and March I following such date. THE PRINCIPAL OF AND INTEREST ON this Certificate are payable in lawful money of the United States of America, without exchange or collection charges. The principal of this Certificate shall be paid to the registered owner hereof upon presentation and surrender of this Certificate at matuhty, or upon the date fixed for its redemption phor to maturity, at the corporate trust office in Dallas, Texas (the "Designated Trust Office") of The Bank of New York Trust Company, N.A. (the 'Pay/rig AgenffRegistrar"). The payrnent of interest on this Certificate shall he made by the Paying Agent/Registrar to the registered owner hereof as shown by the Registration Books kept by the Paying Agen~Registrar at the close of business on the 15th day of the month next preceding such interest payment date by check drawn by the Paying Agent/RegaStrar on, and payable solely from, funds of the Issuer required to be on deposit with the Paying Agent/Registrar for such purpose as hereinafter provided; and such check shall be sent by the Paying Agent/Registrar by United States mail, first-class postage prepaid, on each such iff- retest payment dale, to the registered owner hereof at its address as it appears on the Registration Books kept by the Paying Agent/Registrar, as hereinal~er described, or by such other method, acceptable to the Paying AgenffReg~strar, requested by, and at the risk and expense of, the registered owner. The Issuer covenants with the registered owner of this Certificate that no later than each principal payment and/or interest payment date for this Certificate it will make available to the Paying AgenffRegistrar from the Interest and Stoking Fund as defin~ by the ordinance authorizing the Certificates (the "Certificate ordinance") the amounts required to provide for the payment, in immediately available f~nds, of all principal of and interest on the Certificates, when due. IF THE DATE for the payment of the principal of or interest on this Certificate shall be a Saturday, Sunday, a legal holiday, or a day on which banking mstitutinns in the city where the Designated Trust Office of the Paying Agent/Registrar is located are author/zed by law or ex- ecutive order to close, or the United States Postal Service is not open for business, then the date for such payment shall he the next succeeding day which is not such a Saturday, Sunday, legal holiday, or day on which banking institutions are authorized to close, or the United States Postal Service is not open for business; and payment on such date shall have the same force and effect as ff made on the original date payment was due. Notwithstanding the foregoing, during any period m which ownership of the Certificates is determined only by a book entry at a s~curities depository for the Certificates, any payment to the securities depository, or its nominee or reg/stered assigns, shall be made in accordance with existing arrangements between the Issuer and the securities depository. THIS CERTIFICATE is one of a Series of Certificates (the "Certificates") dated the Original Issue Date specified above, authorized in accordance with the Constitution and laws of the State ot' Texas in the principal amount of $15,00(~,000 FOR THE PURPOSE OF PROVIDING PART OF THE FUNDS FOR PAYING CONTRACTUAL OBLIGATIONS TO BE INCURRED FOR THE CITY, TO-WIT: the construction of maprovements to the City's solid waste facilities, including, without limitation, paying contractual obligations to be incurred wtth respect to the development of the Cefe Valenz'uela landfill in the vicinity of County Road 20 and FM 2444, for the construction of the landfill with buildings, cover systems, gas collection systems, equipment, maintenance facilities, leachate collection systems, liners, roads, environmental lnomtohng equipment, commurfication equipment, all hardware, softwaxe and licensing required for billing systems and other m~provements necessary to open and operate said landfill, the construction of a drainage ditch and outfall south of said landfill site relating to the development of said landfill, the constv!etion of improvements to the J.C. Elliott landfill m the vicinity of SH 286 (Chapman Ranch Road) and SH 357 (Saratoga Boulevard) including cell construction, final cover systems, gas collection system modifications, ground water monitoring and transfer station nnProvernents, and the payment of fiscal, engineering and legal fees incurred in connection therewith. ON MARCH 1, 2015, or on any date thereal~er, the Certificates of this Series maturing on March 1, 2016 and thereal'ter may be redeen'e..d prior to their scheduled maturities, at the option of the Issuer, with funds derived fi:om any available and lawful source, as a whole, or in part (promded that a portion o f a Certificate may be redeemed only in an integral multiple of $5,000), at par and accrued interest to the date fixed for redemption. The years of maturity of the Certificates called for redemption at the option of the Issuer prior to stated maturity shall he selected by the Issuer. The Certificates or portions thereof redeemed within a maturity shall be selected at random and by lot by the Paying Agent/Registrar; provided, that during any period in which ownership of the Certificates is determined only by a book entry at a securities depository for the Certificates, if fewer than all of the Certificates of the same maturity and beanng the same interest rote are to be redeemed, the particular Certificates of such maturity and beanng such interest rate shall he selected in accordance with the arrangements between the Issuer and the securities depository. THE CERTIFICATES are also subject to mandatory redemption in part by lot pursuant to the terms of the Certificate Ordinance, on March 1 in each of the yea.rs 20__ through 20__, with respect to Certificates maturing March 1, 20~, in the following years and in the following amounts, at a price equal to the principal amount thereof and accrued arm unpaid interest to the date of redemption, without premium: Principal Amount ($) *Final Maturity To the extent, however, that Certificates subject to sinking fund redemption have been previously purchased or cai/ed for redemption in part and otherwise than fi.om a sinking fund redemption payment, each annual sinking fund payment for such Certificate shall be reduced by the amount obtained by multiplying the principal amount of Certificates so purchased or redeemed by the ratio which each remaining sinking fund redemption payment for such Certificates hears to the total remaining sinking fund payments, and by rounding each such payment to the nearest $5,00~) integral; provided, that during any period in which ownership of the Certificates is determined only by a book entry at a securities depository for the Certificates, the particular Certificates to be called for mandatory redemption shall be selected m accordance with the arrangements between the Issuer and the securities depository. AT LEAST 30 days prior to the date fixed for any such redemption, (a) a written notice of such redemption shall be given to the registered owner of each Certificate or a portion thereof being called for redemption by depositing such notice in the umted states mail, first-class postage prepaid, addressed to each such registered owner at his address shown on the Registration Books of the Paying Agent/Registrar and (b) notice of such redemption shall be published one (1) time in a financial journal or publication of general circulation in the umted States of America or the State of Texas carrying as a regular feature notices of municipal bonds called for redemption. provided, however, that the failure to send, mait, or receive such notice described m (a) above, or any defect therein or in the sending or mailin~ thereof, shall not affect the validity or effectiveness of the proceedings for the redemption of any Certificate, and the Certificate Ordinance provides that the publication of notice as described in (b) above shall be the only notice actually required in connection with or as a prereqmsite to the redemption of any Certificates. By the date fixed for any such redemption due provision shall be made by the Issuer with the Paying AgenffRegistmr for the payment of the required redemption price for this Certificate or the portion hereof which is to be so redeemed, plus accrued interest thereon to the date fixed for redemption. If such notice of redemption is given, and if due provision for such payment is made, all as provided above, this Certificate, or the portion hereof which is to be so redeemed, thereby automatically shall be redeemed prior to its scheduled maturity, and shall not bear interest after the date fixed for its reden~q?tion, and shall not be regarded as being outstanding except for the fight of the registered owner to receive the redemption price plus accrued interest to the date fixed for redemption from the Paying Agent/Reg/strar out of the funds provided for such payment. The Paying Agent/Registrar shall record in the Registration Books all such redemptions of principal of this Certificate or any portion hereof. If a portion of any Certificate shall be redeemed a substitute Certificate or Certificates having the same maturity date, bearing interest at the same rate, in any denornmation or denominations tn any integral multiple of $5,000, at the written request of the registered owner, and in aggregate principal amount equal to the unredeen'axl portion thereol~ wifi be issuedto the registered owner upon the surrender thereof for cancellaliort, at the expense of the Issuer, all as provided in the Certificate Ordinance. ALL CERTIFICATES OF THIS SERIES are issuable solely as fully registered certificates, without interest coupons, in the denomination cffany integral multiple of $5,000. As provided in the Certificate Ordinance, this Certificate, or any unredeemed portion hereof, may, at the request of the registered ownor or the assignee or assignees hereof, be assigned, transferred, and exchanged for a hlce aggregate principal amount o£ fully registered certificates, without interest coupons, payable to the appropriate registered owner, assignee, or assignees, as the case may be, having the sa.me maturity date, and bearing interest at the same rate, in any denomination or denominations in any integral multiple of $5,000 as requested in writing by the appropriate registered owner, assignee, or assignees, as the case may be, upon surrender of this Certificate to the Paying Agent/Registrar at its Designated Trust Office for cancellation, all in accordance with the form and procedures set forth in the Certificate Ordinance. Among other requirements for such assignment and transfer, this Certificate must he presented and surrendered to the Paying Agent/Registrar, together with proper instruments of assignment, in form and with guarantee of signatures satisfactory to the Paying Agent/Registrar, evidencing assignment of this Certificate or any portion or portions hereof in any integral multiple of $5,000 to the assignee or assignees in whose name or names this Certificate or any such portion or portions hereof is or are to be transferred and registered. The form of Assignment printed or ende"sed on this Certificate may be executed by the registered owner to evidence the assignment hereof, but such method is not exclusive, and other instruments of assignment satisfactory to the Paying Agent/Registrar may be used to evidence the assignment of this Certificate or any portion or ~ortions hereof from time to time by the registered owner. The Issuer shall pay the Paying Agent/Registrars reasonable standard or customary fees and charges for trallsfettit~ and exchitllgiug ~J17 Certificate or portion thereof. In any circumstance, any taxes or governmental charges required to be paid with respect thereto shall be paid by the one requesting such assignment, transfer, or exchange as a condition precedent to the exercise of such privilege. In any circumstance, neither the Issuer nor the Paying Agent/Registrar shall be required (1) to make any transfer or exchange during a period beginning al the opening of business 30 days before the day of the first mailing of a notice of redemption of certificates and ending at the close of business on the day of such mailing, or (2) to transfer or exchange any certificates so selected for redemption when such redemption is scheduled to occur within 30 calendar days. WHENEVER the beneficial ownership of this Bond is determined by a book entry at a securities depository for the Certificates, the foregoing requirements of holding, delivering or transferring this Certificate shall be modified to require the appropriate person or entity to meet the requirements of the securities depository as to registering or transferring the book entry to produce the same effect. IN THE EVENT any Paying Agent/Registrar for the Certificates is changed by the Issuer, resigns, or otherwise ceases to act as such, the Issuer has covenanted in the Certificate Ordinance that it promptly will appoint a competent and legally qualified substitute therefor, and cause written notice thereof to be mailed to the registered owners of the Certificates. BY BECOMING the registered owner o£ this Certificate, the registered owner thereby acknowledges all of the terms and provisions of the Certificate Ordinance, agrees to be bound by such terms and provisions, acknowledges that the Certificate Ordinance is duly recorded and available for inspection in the official minutes and records of the Issuer, and agrees that the terms and provisions of this Certificate and the Certificate Ordinance constitute a contract between each registered owner bereof and the Issuer IT IS HEREBY certified, recited and covenanted that this Certificate has been duly and validly authorized, issued, and delivered~ that all acts, conditions, and things required or proper to be performed, exist, and he done precedent to or in the authorization, issuance, and delivery of this Certificate have been performed, existed, and been done in accordance with law; that this Certificate is a direct obligation of the City, issued on the rial] faith and credit thereol~ that annual ad valorem taxes sufficient to provide for the payment of the interest on and principal of this Certificate, as such interest comes due and such principal matures, have been levied and ordered to be levied against al] taxable property in the City, and have been pledged for such payment, within the limit prescribed by law; and that the "Surplus Revenues" (as defined in the Certificate Ordinance) of the City's Solid Waste System remaining after payment of all maintenance and operation expenses theree~ and all other obligations now or hereafter payable therefi'on~ as provided in the Certificate Ordinance, have been pledged as additional security for the Certificates. IN WITNESS WHEREOF, this Certificate has been signed with the manual or f~csimile signature of the Mayor of the City, a~tested by the manual or facsinfile signature of the City Secretary of the City, and the official seal of the City has been duly affixed to. h-npressed, or placed in facsimile, on this Certificate City Secretary, City of Corpus Christi, Texas Mayor, City of Corpus Christ~, Texas (SEAL) FORM OF PAYING AGENT/REGISTRAR'S AUTHENTICATION CERTIFICATE PAYING AGENT/REGISTRAR'S AUTHENTICATION CERTIFICATE It is hereby certified that this Certificate of Obligation has been issued under the provisions of the Certificate Ordinance described on the face of this Certificate of Obligation; and that this Certificate of Obligation has been issued in exchange for or replacement of a certificate of obligation, certificates of obligation, or a portion of a certificate of obligation or certificates of obligation of an issue which originally was approved by the Attorney General of the State of Texas and registered by the Comptroller of Public Accounts of the State of Texas. Dated THE BANK OF NEW YORK TRUST COMPANY, N.A. By Authorized Representative FORM OF ASSIGNMENT ASSIGNMENT FOR VALUE RECEIVED, the undersigned hereby sells, assigns and transfers unto (Please insert Social Security or Taxpayer Identification Number of Transferee) / (Please print or typewrite name and address, including zip code of Transferee) ~-he within Certfficate of Obhgation and all rights thereunder, and hereby irrevocably constitutes and appoints attorney to register the transfer of the within Certificate of Obligation on books kept for registration thereof, with full power of substitution in the prermSes. Dated: Signature Guaranteed: NOTICE: Signature(s) must be guaranteed by a member firm of the New York Stock Exchange or a commercial bank or trust company. NOTICE: The signature above must correspond with the name of the Registered Owner a.s it appears upon the fi-ont of this Certificate of Obligation in every particular, without alteration or or enlargement or any change whatsoever. *FORM OF COMPTROLLER'S CERTIFICATE Alii'ACHED TO THE CERTIFICATES UPON INITIAL DELIVERY THEREOF OFFICE OF COMPTROLLER STATE OF TEXAS REGISTER NO. I hereby certify that there is on file and of record in my office a certificate of the Attorney General o1' the State of Texas to the effect that this Certificate has been examined by him as required by law, and that he finds that it has been issued in conformity with the Constitution and laws of the State of Texas, and that it is a valid and binding obligation of the City of Corpus Christi, Texas, payable in the manner provided by and in the ordinance authorizing same, and said Certificate has this day been registered by me. WITNESS MY HAND and seal of office at Austin, Texas this (SEAL) Comptroller of Public Accounts of the State of Texas NOTE TO PRINTER: *¶ not to be on certificate Exhibit B to Ordinance DESCRIPTION OF ANNUAL FINANCIAL INFORMATION The following information is referred to in Section 20 o£ this Ordinance. Annual Financial Statements and Operating Data The financial information and operating dala with respect to the City to be provided annually in accordance with such Section are a~ specified (and included in the Appendix or under the headings of the Official Statement referred to) below: Appendix A, under the headings: "Debt Payable fi-om Taxes", "General Fund Revenues", "General Expenses", "Ad Valorem Taxes", "Mumcipal Hotel Occupancy Taxes", "Solid Waste Operations", and "The Tax Increment Financing Act"; and Appendix C, "Combined Financial Statements of the City o£Corpus Christi, Texas for the Fiscal Year ended July 31, 2004. Accounting Principles The accounting principles referred to m such Section are the accounting principles described in the notes to the financial statements referred to m paragraph 2 above. THE STATE OF TEXAS COUNTIES OF NUECES AND SAN PATRiCIO CITY OF CORPUS CHRISTI I, the undersigned, City Secrehu-y of the City of Corpus Christi, Texas, do hereby cea'tify that the above and foregoing is a tree, full and correct copy of tm Ordinance passed by the City Council of the City of Corpus Christi, Texas (and of the minute~ pertaining thereto) on the 14th day of June, 2005, authorizing the issuance of $15,000,0~ Combination Tax and Revenue Certificates of Obligation, Series 2005 (Landfill Project), which ordinance is duly of record in the minutes of said City Council, and said meeting was open to the public, and public notice of the time, place and purpose of said meeting was given, all as required by Texas Government Code, Chapter 551. EXECUTED UNDER MY HAND AND SEAL of said City, this the 14th day of June, 2005. City Secretary, City of Corpus Christi, Texas (SEAJ ) ORDINANCE NO. ORDINANCE BY THE CITY COUNCIL OF THE CITY OF CORPUS CHRISTI, TEXAS, PROVIDING FOR TttE ISSUANCE OF $4,500,000 CITY OF CORPUS CHRISTI, TEXAS, COMBINATION TAX AND REVENUE CERTIFICATES OF OBLIGATION, SERIES 2005 (MARINA DEVELOPMENT PROJECT), AND ORDAINING OTHER MA~TEEiLS RELATING TO THE SUBJECT WHEREAS, on the 17th day of May, 2005, the City Council of the City of Corpus Christi, Texas (the "City" or the "Issuer") passed a resolution authorizing and directing notice of its intention to issue the Certificates of Obligation herein authorized to he issued, to be published m a newspaper as required by Section 271.049 of the Texas Local Government Code; and WHEREAS, said notk:e was published on May 29, 2005 and June 5, 2005 in the Corpus Christi Caller-Times, a "newspaper" as described in Section 2051.044. Texas Government Code, all as required by Section 271.049 of the Texas Local Government Code; and WHEREAS, no petition, signed by 5% of the qualilS~d electors of said City as permitted by said Section 271.049 of the Texas Local Government Code protesting the issuance of such Certificates of Obligation, has been filed with the City;, and WHEREAS, the Certificates of Obligation hereina~er authorized are to be issued and delivered pursuant to Subehapter C of Chapter 271 of the Texas Local Govenm~nt Code; BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CORPUS CHRISTI, TEXAS: Section 1. AUTHORIZ,~TION OF CERTIFICATES OF OBLIGATION. Ihat the Certificates of Obligation to be issued by the City, designated the "City of Cot~us Christi, Texas Combination Tax and Revenue Certificales of Obligation, Series 2005 (Marina Development Project)", are hereby author~ed to be issued and delivered in the principal amount o f$4,500,000, for the purpose of providing part of the fi.rods for paYing contractual obligations to be incurred by the Citywith respect to the City's Manna Development Project, to-wit, the construction ofmsprovements to the City's Marina facilities, including, without limitation, paying contractual obligations to he incurred with respect to the construction of new recreational boat slips, boaters facilities/bathrooms and a new cornmerc~al dock on the People Street T-Head, and the payment of fiscal, engineering and legal fees incurred in connection therewith. The term "Certificates" as used in this Ordinance shall mean and include collectively the Certificates of Obhgation initially issued and delivered pursuant to this Ordinance and all substitute Certificates of Obligation exchanged therefor, as well as all other substitute Certificates of Obligation and replacement Certificates of Obhgation issued pursuant hereto, and the term "Certificate" shall mean any of the Certificates. Section 2. DATE, DENOMINATIONS, NUMBERS AND MATURITIES. That said Certificates of Obligation shall initially be issued, sold and delivered hereunder as fully registered certificates, without interest coupons, dated June 1, 2005, in the respective denominations and principal amounts hereinafter stated, numbered consecutively fi-om R-I upward, payable to the respective initial registered owners thereof(as designated in Section 16 hereof), or to the registered assignee or assignees of said Certificates or any portion or portions thereof (in each case, the "Registered Owner"), and said Certificates o,..ll malure and he payable on March 1 in the years and amounts as set forth below, to-wit: -2- YEARS AMOUNTS(S) YEARS 2006 2017 2007 2018 2008 2019 2009 2020 2010 2021 2011 2022 2012 2023 2013 2024 2014 2025 2015 2026 2016 2027 AMOUNTS(S) For purposes of this Ordinance, the Certificates of Obligation maturing on March 1,20__ are hereby designated as "Term Certificates". Section 3. REDEMPTION. (a) Optional Redemptton. That the City reserves the fight to redeem the Certificates matunng on or after March 1, 2016, in whole or in part, in the principal arnount of $5,000 or any integral multiple thereof(an "Authorized Denomination"), on March 1, 2015, and on any date thereafter, at the par value thereof plus accrued interest to the redemption date. The years of rnaturity of the Certificates called for redemption at the option of the City prior to stated maturity shall be selected by the City. The Certificates or portions thereo fredeemed within a maturity shall be selected at random and by lot by the Paying Agent/Registrar. The Certificates are subject to mandatory redemption as provided in the FORM OF CERTIFICATES. (b) Mandatory Redemption. The Term Certificates are subject to mandatory sinking fund redemption prior to their scheduled maturities as provided in the FORM OF CERTIFICATES. (c) Notice. At least 30 days prior to the date fixed for any such redemption, (i) a written notice of such redemption shall he given to the registered owner of each Certificate or a portion 3 thereof being called for redemption by depositing such notice in the United Stales mail, first-class postage prepmd, m the name of the City and at the City's expense addressed to each such registered owner at his address shown on the registration books of the PaYing Agent/Registrar and (ii) notice of such redemption shall be published one (1) time in a financial journal or publication of general circulation in the United States of America carrying as a regular feature notices of municipal bonds called for redemption; provided, however, that the failure to send, mail, or receive such notice described in (i) above, or any defect therein or m thc sending or mailing thereof, shall not affect the validity or effectiveness of the proceedings for the redemption of any Certificate, and it is hereby specifically provided that the publication of notice described in (ii) above shall be the only notice actually required in connection with or as a prerequisite to the redemption o fa.ny Certificates. By the date fixed for any such redemption due provision shall be made by the City with the Paying Agent/Registrar for the payment of the reqmred redemption price for the Certificates or the portions thereof which are to he so redeemed, plus accrued interest thereon to the date fixed for redemption. If such notice of redemption is given; and if due provision for such payment is nmde, all as provided above, the Certificates, or the portions thereof, which are to he so redeemed, thereby automatically shall he redeemed prior to their scheduled maturities, and shall not bear interest after the date fixed for their redemption, and shall not be regarded as being outstanding except Car the right of the registered owner to receive the redemption price plus accrued interest to the date fixed for redemption ffomthe PaYing Agent/Registrar out of the funds provided for such payment. The Paying Agent/Registrar shall record in the registration books all such redemptions of principal of the Certificates or any portion thereof. Ifa portion of any Certificate shall be redeemed a substitute Certificate or Certificates having the same maturity date, bearing interest at the same rate, m any Authorized Denomination, at the written request of the registered owner, equal to the unredeemed portion thereof} will be issued to the registered owner upon the surrender thereof for cancellation, at the expense of the City, all as provided in this Ordinance. Section 4. INTEREST. That the Certificates shall bear interest firom the date specified in the FORM OF CERTIFICATE to their respective dates of maturity or redemption prior to maturity at the following rates per annum: maturities 2006, % maturities 2017 __ maturities 2007, % maturities 2018 __ maturities 2008, % maturities 2019 __ maturities 2009, % maturities 2020 __ maturities 2010, % maturities 2021 __ maturities 2011, % maturities 2022 __ maturities 2012, % maturities 2023 __ maturities 2013, % nmturities 2024 __ maturities 2014, % maturities 2025 __ maturities 2015, % maturities 2026 __ maturities 2016, % maturities 2027 __ % % % % % % % % % % % Said interest shall be payable in the manner provtded and on the dates stated in the FORM OF CERTIFICATE. Section 5. CHARACTERISTICS OF THE CERTII3ICATES. (a) The Cay shall keep or cause to be kept at the corporate trust office in Dallas, Texas (the "Designated Trast Office") of The Bank of New York Trust Company, N.A. (the "Paying Agertt/Registrar"), or such other bank, trust company, financial institution, or other agency named in accordance with the provisions of(g) of this Section hereo£ books or records of the registration and transfer of the Certificates (the "Registration Books"), and the City hereby appoints the Paying Agent/Registrar as its registrar and transfer agent to keep such books or records and make such transfers and registrations under such -5- reasonable regulations as the City and Paying Agent/Registrar may prescribe; and the Paying Agent/Registrar shall make such transfers and registrations as herein provided. The City Manager or the designee thereo f~s hereby authorized to execute a "Paying Agent/Registrar Agreement" in such form attached hereto as is approved by the City Attorney. It shah he the duty of the Paying Agent/Registrar to obtain from the registered owner and record in the Registration Books the address of such registered owner of each certificate to which pa3anents with respect to the Certificates shall he mailed, as herein provided. The City or its designee shall have the fight to inspect the Registration Books during regular business hours of the Paying Agent/Registrar, but otherwise the Paying Agent/- Registrar shall keep the Registration Books confidential and, unless otherwise required by law, shall not permit their inspection by any other entity. Registration of each Certificate may be transferred in the Registration Books only upon presentation and surrender of such certificate to the Paying Agent/Registrar at the Designated Trust Office for transfer ofreg4stration and cancellation, together with proper written instruments of assignment, in form and with guarantee of signatures satisfactory to the Paying Agent/Registrar, evidencing the assignment of such certificate, or any portion thereof in any Authorized Denomination to the assignee or assignees thereof, and the right of such assignee or assignees to have such certificate or any such portion thereof registered in the name of such assignee c: ' ssiguees. Upon the assignment and transfer of any Certificate or any portion thereof, a new substitute certificate or certificates shall be issued in exchange therefor in the manner herein provided (b) The entity in whose name any Certificate shall be registered in the Registranon Books at any time shall be treated as the absolute owner thereof for all purposes of this Ordinance, whether or not such certificate shall be overdue, and the City and the Paying Agent/Registrar shah not he -6 affected by any notice to the contrary; and payment of, or on account of, the principal of, premium, ff any, and interest on any such certificate shall be made only to such registered owner. All such payments shall be vahd and effectual to satisfy and discharge the liabifity upon such certificate to the extent of the sumor sums so paid. (c) The City hereby further appoints the Paying Agent/Registrar to act as the paying agent for paying the principal of and interest on the Certificates, and to act as its agent to exchange or replace Certificates, all as provided in this Ordinance. The Paying AgenURegistrar shall keep proper records of all payments made by the City and the Paying Agent/Registrar with respect to the Certificates, and of all exchanges of such certificates, and all replacements ol'such certificates, as provided in this Ordinance. (d) Each Certificate may be exchanged for fully registered certificates in the manner set forth herein. Each certificate issued and delivered pursuant to this Ordinance, to the extent of the unre- deemed principal amount thereof, may, upon surrender of such certificate at the Desigtmted Trust Office of the Paying Agent/Registrar, together with a written request therefor duly executed by the registered owner or the assignee or assignees tbereof~ or its or their duly authorized attorneys or representatives, with guarantee o fsiguamres satisfactory to the Paying AgenffRegistrar, at the option of the registered owner or such assignee or assignees, as appropriate, be exchanged for fully regis- tered certificates, without interest coupons, in the form prescribed in the FORM OF CERTIFICATE, in any Authorized Denomination(subject to the requirement heremal~er stated that each substitute certificate shall have a single stated maturity date), as requested in whting by such registered owner or such assignee or assignees, in an aggregate principal amount equal to the unredeemed principal amount of any Certificate or Certificates so surrendered, and payable to the appropriate registered 7 owner, assignee, or assignees, as the case may be. Ifa portion of any Certificate shall be redeemed prior to its scheduled maturity as provided herein, a substitute certificate or certificates having the same maturity date, bearing interest at the same rate, in any Authorized Denomination at the request of the registered owner, and in an aggregate principal amount equal to the unredeemed portion thereof, will be issued to the registered owner upon surrender thereof for cancellation. I1' any Certificate or portion thereo fis assigned and transferred, each certificate issued in exchange therefor shall have the same maturity date and bear interest at the same rate as the certificate for which it is being exchanged. Each substitute certificate shall bear a letter and/or number to distinguish it from each other certificate. The Paying Agent/Registrar shall exchange or replace Certificates as providexl hereto, and each fully registered certificate or certificates delivered in exchange for or replacement ora.ny Certificate or portion thereof as permitted or required by any provision of this Ordinance shall constitute one of the Certificates for all purposes of this Ordinance, and may again be exchanged or replaced It is specifically provided, however, that any Certificate delivered in exchange for or replacement of another Certificate prior to the first scheduled interest payment date on the Certificates (as stated on the face thereof) shall be dated the stone date as such Certificate, but each substitute certificate so dehvered on or after such first scheduled interest payment date shall be dated as of the interest payment date preceding the date on which such substitute certificate is delivered, unless such substitute certificate is delivered on aa interest payment date, in which case it shall be dated as of such date of delivery; provided, however, that rial the time of delivery of any substitute certificate the interest on the Certificate for which it is being exchanged has not been paid, then such substitute certificate shall be dated as o f the date to which such interest has been paid in full. On each substitute certificate issued in exchange for or replacement of any Certificate or Certificates issued -8- under this Ordinance there shall be printed thereon a PaYing Agent/Registrar's Authentication Certifi- cate, in the form hereinafter set forth. An authorized representative of the Paying AgenffRegistrar shall, before the delivery of any such substitute certificate, date such substitute certificate in the manner set forth above, and manually sign and date such Authentication Certificate, and no such substitute certificate shall be deemed to be issued or outstanding unless such Authentication Certifi- cate is so executed. The Paying Agent/Registrar promptly shall cancel all Certificates surrendered for exchange or replacement. No additional ordinanCes, orders, or resolutions need be passed or adopted by the City Council or any other body or person so as to accomplish the foregoing exchange or replacement of any Certificate or portion thereof; and the PaYing AgenffRegtStra.r shall provue for the printing, executton, and delivery of the substitute certificates in the manner prescribed herein. Pursuant to Chapter 1206, Texas Government Code, the duty of exchunge or replacement of uny Certificates as aforesaid is hereby imposed upon the Paying Agent;Registrar, and, upon the execution of said PaYing AgenffRegistrar's Authentication Certificate, the exchanged or replaced certificate shall be valid, incontestable, and enforceable in the same manner and with the same effect as the Certificates which originally were delivered pursuant to this Ordinance, approved by the Attorney General, and registered by the Comptroller of Public Accounts. Neither the City nor the Paying Agent/Registrar shall he required (1) to issue, transfer, or exchange any Certificate during a period beginning at the opening of business 30 days before the day of the first mailing of a not~ce of redemption of Certificates and ending at the close ofbnsiness on the day of such mailing, or (2) to transfer or exchange any Certificate so selected for redemption in whole when such redemption is scheduled to occur within 30 calendar days. -9- (e) All Certificates issued in exchange or replacement of any other Certificate or portion thereof, (i) shall be issued in fully registered form, without interest coupons, with the principal of and interest on such Certificates to be payable only to the registered owners thereof, (ii) maybe redeemed prior to their scheduled maturities, (iff) may be transferred and asstgned, (iv) may be exchanged for other Certificates, (v) shall have the characteristics, (vi) shall be signed and sealed, and (vii) the principal of and interest on the Certificates shall be payable, all as provided, and in the manner re- quired or md~:ated, in the FORM OF CERTIFICATE (f) The City shall pay all of the Paying Agent/Reg~strar's reasonable and customary fees and charges for making transfers and exchanges o fCertilicates, lint the registered owner ofanyCertificate requesting such transfer shall pay any taxes or other governmental charges required to be paid with respect thereto. In addition, the City hereby covenants with the registered owners of the Certificates that it will (i) pay the reasonable and standard or customary fees and charges of the Paying Agent/Registrar for its services with respect to the payment of the principal of and interest on the Certificates, when due, and (ii) pay the fees and charges of the Paying Agent/Registrar for services with respect to the transfer or registration of Certificates solely to the extent above provided, and with respect to the exchange of Certificates solely to the extent above promded. (g) The City covenants with the registered owners of the Certificates that at all times wha- the Certificates are outstanding the City will provide a competent and legally qualified bank, trust company, financial restitution, or other agency to act as and perform the services of Paying Agent/Registrar for the Certificates under this Ordinance, and that the Paying Agent/Registrar will be one entity. The City reserves the right to, and may, at its option, change the Paying Agent/Regis- trar upon not less than 60 days written notice to the Paying Agent/Registrar. In the event that the -10- entity at any time acting as Paying Agent/Registrar (or its successor by merger, acquisition, or other method) should resign or otherwise cease to act as such, the City covenants that promptly it will appoint a competent and legally qualified national or state banking institution which shall be a corporation organized and doing business under the laws of the United States of America or of a.ny state, authorized under such laws to exercise trust powers, subject to supervision or examination by federal or state authority, and whose qualifications substantially are similar to the previous Paying Agent/Registrar to act as PaY'rog AgentYReg~strar under this Ordinance. Upon any change in the Paying Agent/Registrar, the previous PaYing Agent/Registrar promptly shah transfer and deliver the registration books (or a copy thereo0, along with ali other pertinent hooks and records relating to the Certificates, to the new PaYmg Agent/Registrar designated and appointed by the Cay. Upon any change in the Paying Agent/Registrar, the City promptly will cause a written notice thereo fro be sent by the new Paying AgenffRegistrar to each registered owner of the Certificates, by Uxxited States Mail, postage prepaid, which notice also shall give the address of the new Paying Agent/Registrar. By accepting the position and performing as such, each Pa2,4ng Agent/Registrar shall be deemed to have agreed to the provtsions of this Ordinance, and a certified copy of this Ordinance shall be delivered to each Paying AgenffRegistrar. Section 6. FORM OF CERTIFICATES. That the form of the Certificates, including d_ie form of Paying Agent/Registrar's Authentication Certificate, the form of Asstgnment and the form of Regqstration Certificate of the Comptroller of Pubhc Accounts of the State of Texas to be attached to tim Certificates imtially issued and delivered pursuant to this Ordinance, shall be in substantially the form as set forth in Exhibit A to this OrdinanCe, with such appropriate variations, omissions, or msurtions as are permitted or required by this Ordinance. The printer of the Certificates is hereby -Il- authorized to print on the Certificates (i) the form of bond counsel's opinion relating to the Certificates, and (ii) an appropriate statement of insurance furnished by a mumcipal bond insurance company providing municipal bond insurance, if any, covering all or any part of the Certificates. Section 7. DEFINITIONS. That the term "Series 1995 Certificates of Obligation" shall mean the City of Corpus Christi, Texas, Combination Tax and Revenue Certificates of Obligation, Series 1993, dated December 1, 1993, and currently outstanding ha the aggregate principal amount of $410,000; and the term "Code" shall mean the Internal Revenue Code of 1986, and any amendment thereto. Section 8. INTEREST AND SINKING FUND. That a special fund or.account, to be designated the "City of Corpus Christi, Texas Series 2005 Combination Tax and Revenue Certificate of Obligation Interest and Sinking Fund (Manna Development Project)" (the "Interest ~md Sinking Fund") is hereby created and shall be established aM mahatained by the City at its off]cml depository. The Interest and Sinking Fund shall he kept separate and apart fi.om all other funds and accounts of the City, and shall be used only for paying the interest on and principal of the Certificates. Any ac- crued interest derived fi'om the sale of the Certificates shall he deposited to the credit of the Interest and Sinking Fund. All ad valorem taxes levied and collected for and on account of the Certificates shall be deposited, ax collected, to the credit of the Interest and Shaking Fund. Dunng each year while any of the Certificates are outstanding and unpa~ the governing body of the City shall compute and ascertain the rate and amount of ad valorem tax, based on the latest approved tax rolls of the City, with full allowances being made for tax delinquencies and the cost of tax collections, which will be sufficient to raise and produce the money required to pay the interest on the Certificates as such interest comes due, a~l to provide a sinking fund to pay the principal of the Certificates as such plm- 12r cipal matures, but never less than 2% of the original amount of the Certificates as a sinking fund each year. The rate and amount of ad valorem tax is hereby ordered to be levied against all taxable property in the City for each year while any of the Certificates are outstanding and unpaid, and said ad valorem tax shall be assessed and collected each such year and deposited to the credit of the Inter- est and Sinking Fund. The ad valorem taxes necessary to pay the interest on and principal of the Cer- tificates, as such mterest comes due and such principal matures or comes due through operation of the mandatory sinking fund redemption to the extent provided in the FORM OF CERTIFICATE, are hereby levied and ordered to be lev/ed and pledged for such payment, within the limit prescribed by law. There shall be appropriated fi.om the General Fund to deposit into the Interest and Sinking Fund moneys as may be necessary to pay the first scheduled interest payment on the Certificates of Obligation. Section 9. REVENUES. That the Certificates of Obhgation are additionally secured by and shall he payable fi.om and secured by the revenues fiom the Issuer's Marina remaining aRer payment of all maintenance and operation expenses thereof; and all other obligations now or hereafter payable therefi.om (including, without limitation, the Series 1993 Certificates of Obligation), constituting "Surplus Revenues". The Surplus Revenues are pledged by the City pursuant to authority of , Ten. as Code. The Issuer shall deposit such Surplus Revenues to the credit of the Interest and Sinking Fund created pursuant to Section 8, to the extent necessary to pay the principal and interest on the Certificates of Obhgation. Notwithstanding the requirements o£Section 8, ffSurplus Revenues are actually on deposit or budgeted for deposit in the Interest and Sinking Fund in advance of the ttme when ad valorem taxes axe scheduled to be levied for any year, then the amount of taxes which otherwise would have been requtred to be levied pursuant to Section -13- 8 may be reduced to the extent and by the amount oftbe Surplus Revenues then on deposit in the Interest and Sinking Fund or budgeted for deposit herein The City anticipates that the Surplus Revenues shall be sufficient to meet the annual debt sermce requirements of the Certificates of Obligation and intends to use Surplus Revenues to pay such debt service. Section 10. TRANSFER. That the City shall do any and all things necessa~ to accomplish the transfer ofmoaies to the Interest and Sinking Fund of this issue in ample time to pay such items of principal and interest. Section 11. SECURITY FOR FUNDS. That the Interest and Stoking Fund created by this Ordinar~e shall he secured in the manner and to the fullest extent permitted or required by law for the security of public funds, and such Fund shall be used only for the purposes and in the manner permitted or required by this Ordinance. Chapter 1208, Texas Government Code, applies to the issuance of the Certificates and the pledge o fad valorem taxes and the Surplus Revenues granted by the City under Sections 8 and 9, and such pledge is therefore vahd, effective, and perfected. If Texas law is an~ended at any time while the Certificates are outstanding and unpaid such that the pledge of the ad valorem taxes and Surplus Revenues granted by the City is to he subject to the filing requirements of Chapter 9, Texas Business & Cowanerce Code, then in order to preserve to the registered owners of the Certificate~ the perfection of the securi~' :~terest in satd pledge, the City agrees to take such measures as it determines are reasonable and necessary under Texas law to comply with the applicable provisions of Chapter 9, Texas Business & Commerce Code and enable a filing to perfect the security interest in said pledge to occur. Section 12. DEFEASANCE OF CERTIFICATES. (a) Defeased Certificates. That any Certificate and the interest thereon shall be deemed to he paid, retired and no longer outstanding (a -14 "Defeased Certificate") within the meamng of this Ordinance, except to the extent provided in subsection (d) of this Section, when payment of the principal of such Certificate, plus interest thereon to the due date (whether such due date he by reason of maturity or otherwise) either (i) shall have been made or caused to he made in accordance with the terms thereof, or (ii) shall have been provided for on or before such due date by irrevocably depositing with or making available to the Paying Agent/Registrar in accordance with an escrow agreement or other instrument (the "Future Escrow Agreemem") for such payment (1) lawful money of the United States of America sufficient to make such payment or (2) Defeasance Securities that mature as to principal and interest in such amounts and at such times as will insure the availability, without remvestment, of sufficient money to provide for such payment, and when proper arrangements have been made by the Issuer with the Paying AgenffRegistrar for the payment of its services until all Defeascd Certificates shall have become due and payable. At such time as a Certificate shall be deemed to be a Defeased Certificate hereunder, as aforesaid, such Certificate and the interest thereon shall no longer he secured by, payable from, or entitled to the benefits of, the ad valorem taxes or revenues herein levied and pledged as provided in this Ordinance, and such principal and interest shall he payable solely fi.om such money or Defea~a nee Securities. Notwithstanding any other provision of this Ordinance to the contrary, it is hereby provided that any determinalion not to redeem De feascd Certificates that is made in conjunction with the payment arrangements specified in subsection 12(a)(i) or (ti) shall not be irrevocable, provided that in the proceedings providing for such payment arrangements, the Issuer expressly (1) reserves the right to call the Defcased Certificates for redemption; (2) gives notice of the reservation of that right to the owners of the Defeased Certificates tmmediately following the making of the payment -15- arrangements; and (3) directs that notice of the reservation be included in any redemption notices that it authorizes. (b) lnvextment in Defeasance Securittes. Any moneys so deposited with the Paying Agent/Registrar may at the written direction of the Issuer be invested in Defeasance Securities, maturing in the amounts and ttmes as hereinbefore set forth, and all inCOme from such Defeasance Securities received by the Paying Agent/Registrar that is not required for the payment of the Certificates and interest thereon, with respect to which such money has been so deposited, shall be turned over to the Issuer, or deposited as directed in writing by the Issuer. Any Future Escrow Agreement pursuant to which the money and/or Def,'aqance Securities are held for the payment of Defcased Certificates may contain provisions permitting the investment or reinvestment of such moneys in Defeasance Securities or the substitution of other Defeasance Securities upon the satisfaction of the requirements specified in subsection 12(a)(i) or (ii). All income fi.om such Defeasance Securities received by the PaYing Agent/Registrar which is not required for the payment of the Defeased Certificates, with respect to which such money has been so deposited, shall be remitted to the issuer or deposited as directed in writing by the Issuer. (c) Defeasance Securities Defined. The term "Defeasance Securities" means (i) direct, noncallable obligations of the United States o fPanerica, including obligations that are unconditionally guaranteed by the United States of America, (ii) noncallable obligations of an agency or instrumentaliW of the United States of Amenc~ including obligations that are unconditionally guaranteed or insured by the agency or instrmnentahty and that, on the date of the purchase thereof are rated as to investment quality by a nationally recognized investment rating finn not less than AAA or its equivalent, and (iii) noncallable obligations ora state or an agency or a county, mumcipality, or other political subdivision ora state that have been refunded and that, on the date onthe date the 16- governing body of the Issuer adopts or approves the proceedings authorizing the financial arrangements are rated as to investment quahty by a natinnally recognized investment rating firm not less than AAA or its equivalent. (d) Paying Agent/Registrar Services. Until all Defensed Certificates shall have become due and payable, the PaYing Agent/Registrar shallperform the services of Paying Agent/Registrar for such Defensed Certificates the same as if they had no t been defensed, and the Issuer shall make proper an-angements to provkie and pay for such services as required by this Ordinance. Section 13. DAMAGED, MUTILATED, LOST, STOLEN, OR DESTROYED CERTIFICATES. (a) Replacement Certificates. That in the event any outstanding Certificate is damaged, mutilated, lost, stolen, or destroyed, the Paying Agent/Registrar shall cause to be printed, executed, and delivered, a new certificate of the same principal amount, maturity, and interest rate, as the damaged, mutilated, lost, stolen, or destroyed Certificate, in replacement for such Certificate in the mimer hereinafter provided. (b) Appltcationfor Replacement Certificates. That application for replacement of damaged, mutilated, lost, stolen, or destroyed Certificates shall be made by the registered owner thereof to the Paying Agent/Registrar. In every case of loss, theft, or destruction ora Certificate, the registered owner applying for a replacement certificate shall furnish to the City and to the Paying Agent/Registrar such security or indemnity as may be required by them to save each o f them harmless from arty loss or damage with respect thereto. Also, in every case of loss, theft:, or destruction ora Certificate, the registered owner shall furnish to the City and to the Paying Agent/Registrar evidence to their satisfaction of the loss, theft, or destruction of such Certificate, as the case may be. In every -17 ease of damage or mutilation of a Certificate, the registered owner shall surrender to the Paying Agent/Registrar for cancellation the Certificate so damaged or mutilated. (c) No Default Occurred. That notwithstanding the foregoing provisions of this Section, in the event any such Certificate shall have matured, and no default has occurred which is then continuing in the payment of the principal of or interest on this Certificate, the City may authorize the pa)anent of the same (without surrender thereof except in the case of a damaged or mutilated Certificate) instead of issuing a replacement certificate, provided security or indemnity is furnished as above provided in this Section. (d) Charge for Issuing Replacement Certificates. That prior to the issuance of any replacement certificate, the Paying AgenffRegistrar shall chaxge the registered owner of such Certificate with all legal, printing, and other expenses in connection therewith. Every replacement certificate issued pursuant to the provisions of this Section by virtue of the fact that any Certificate is lost, stolen, or destroyed shall coostitute a contractual obhgation of the City whether or not the lost, stolen, or destroyed Certificate shall be found at any tirm:, or he enforceable by anyone, and shall be entitled to all the benefits of this Ordinance equally and proportionately with any and all other Certificates duly is.sued trader this Ordinance. (e) .~uthorityforlssuir~ t~eplacement Certificates. That m accordance with Chapter 1206, Texas Government Code, this Section of this Ordinance shall constitute authority for the issuance of any such replacement certificate without necessity of further action by the City or any other body or person, and the duty of the replacement of such certificates is hereby authorized and imposed upon the PaYing Agent/Registrar, and the Paying Agant/Registmr shall authenticate and dehver such Certificates in the form and manner and with the effect, as provided in Section 5(a) o fthis Ordinance for Certificates issued in conversion and exchange of other Certificates. -18 Section 14. COVENANTS REGARDING TAX EXEMPTION. That the City covenants to refi-ain fi-om any action which would adversely affect, or to take such action as to ensure, the treatment of the Certificates ol~Obligatinn as obligations described in Section 103 of the Code, the interest on which is not includable in the "gross income" of the holder for purposes of federal income taxation. In furtherance thereof~ the City covenants as foflows: (a) to take any action to assure that no mare than 10 percent of the proceeds of the Certificates of Obliga~inn (less amounts deposited to a reserve fund, if any) are used for any "private b~siness use," as defined in section 141(bX6) of the Code or, if more than 10 percent of the proceeds are so used, that amounts, whether or not received by the City, with respect to such private business use, do not, under the terms of this Ordinance or any underlying arrangement, directly or indirectly, secure or provide for the payment of more than 10 percent of the debt service on the Certificates of Obligation, in contravention of Section 141(bX2) of the Code; (b) to take any action to assure that in the event that the "private business use" described ia subsection (a) hereof exceeds 5 percent of the proceeds of the Certificates of Obligation (less amounts deposited into a reserve fund, if any) then the amount in excess of 5 percent is used for a :'private business use" wkich is "related" and not "disproportionate", within the meaning of Section 141(b)(3) of the Code, to the governmental use; (c) to take any action to assure that no amount which is grealer than the lesser of $5,000,00~, or five percent of the proceeds of the Certificates of Obligation (less amounts deposited into a reserve fund, ffany) is directly or indirectly used to finance loans to persons, other than state or local governmental units, in contravention of Section 141(c) of the Code; -19- (d) to refrain from taking any action which would otherwise result in the Certifw~ates of Obhgation being treated as "specified private activity bends" within the meaning of Section 14100) of the Code; (e) to refrain fi-om taking any action that would result in the Certificates of Obligation being "federally guaranteed" within the meaning of section 149(b) o lTthe Code; (O to refrain from using any portion of the proceeds of the Certificates of Obligation, directly or indirectly, to acquire or to replace funds which were used, directly or indirectly, to acquire investment property (as defined in Section 14800)(2) of the Code) which produces a materially higher yield over the term of the Certificates of Obllgatkm, other than investment property acquired with -- (1) proceeds of the Certificates of Obligation invested for a reasonable temporary period of three years or less until such proceeds are needed for the purpose for which the Certificates of Obligation are issued, (2) amounts invested in a bona fide debt service fund, within the meaning of Section 1.148q l(b) of the Treasury Regulations, and (3) amounts deposited in any reasonably required reserve or replacement fund to the extent such amounts do not exceed 10 percent ~_~ the proceeds of the Certificates of Obhgation; (g) to otherwise restrict the use of the proceeds of the Certificates of Obhgation or amounts treated as proceeds 0fthe Certificates o fObligati0n, as may be necessary, so that the Certificates of Obligatinn do not otherwise contravene the requirements of Section 148 of the Code (relating to arbitrage) and, to the extent apphcable, Section 149(d) of the Code (relating to advance refundings); and -:20- (h) to pay to the United States of America at least once during each five-year period (beginning on the date of dehvery of the Certificates of Obligation) an amount that is at least equal to 90 percent of the "Excess Ea.mings," within the meaning of Section 148(f) oftbe Code and to pay to the United States of Ameriea, not later than 60 days after the Certificates of Obligation have been paid in full, 100 percent of the amount then required to be paid as a result of Excess Earnings under Section 148(0 of the Code. For purposes of the foregoing (a) and (b), the Issuer understands that the term "proceeds~ includes "disposition proceeds" as defined in the Treasury Regulations and, in the case of refundhag bonds, transferred proceeds (if any) and proceeds of the refunded bonds expended prior to the date of issuance of the Certificates of Obhgation. It is the understanding of the City that the covenants con- tamed herein are intended to assure compliance with the Code and any regulations or rulings promulgated by the U.S. Department of the Treasury pursuant thereto. In the event that regulations or ruling are hereafter promulgated which modify or expand provisions of the Code, as applicable to the Certificates of Obligation, the City will not be required to comply with any covenant contained herein to the extent that such failure to comply, in the opinion o fnationally-recognized bond counsel, will not adversely affect the exemption from federal income taxation of interest on the Certificates of Obligation under Section 103 of the Code. In the event that regulations or rulings are hereafter promulgated which impose additional requirements which are appheable to the Certificates of Obl/gation, the City agrees to comply with the additional requirements to the extent necessary, in the opinion of nationally-recognized bond counsel, to preserve the exemption from federal income taxation of interest on the Certificates of Obligation under Section 103 of the Code. In furtherance of such intention, the City hereby authorizes and directs the Mayor, the City Manager and the 21 Director o fFinancial Services to execute any documents, certificates or reports required by the Code, and to make such elections on behalf of the City which may be permitted by the Code as are consistent with the purpose for the issuance of the Certificates of Obligation. In order to facilitate compliance with clause (h) above, a "Rebate Fund" is hereby established by the City for the sole benefit of the United States of America, and such Fund shall not be subject to the claim of any other person, including without Imutation the bondholders. The Rebate Fund is estabhshed for the additional purpose of compliaace with Section 148 of the Code. Section 15. ALLOCATION OF, AND LIMITATION ON, EXPENDITURES FORTHE PROJECT. That the Issuer covenants to account for the expenditure of proceeds fi.om the sale of the Certificates and any investment earmngs thereon to be used for the purposes described m Section I of this Ordinance (such purpose referred to herein and Section 16 hereof as a "Project") on its books and records by allocating proceeds to expenditures within 18 months of the later of the date that (a) the expenditure on a Project is made or (b) such Project is completed The foregoing notwithstanding, the Issuer shall not expend such proceeds or investment earnings more than 60 days after the earher of(a) the filth a.rtmversary of the date of dehvery of the Certificates or (b) the date the Certificates are retired, unless the Issuer o brains an opinion o fnationally-reco gnized bond counsel substantially to the effect that such expenditure will not adversely affect the tax-exempt status of the Certificates. For purposes hereof, the Issuer shall not be obhgated to comply w~th this covenant if it obtains a.n opinion that such failure to comply will not adversely affect the excludability for federal income tax purposes fi.om gross income of the interest. Section 16. DISPOSITION OF PROJECT. That the Issuer covenants that the property constituting a Project will not be sold or otherwise disposed in a transaction resulting in the receipt -22- by the Issuer of cash or other compensation~ unless the Issuer obtains an opinion of nationally- recognized bond counsel substantially to the effect that such sale or other disposition will not adversely affect the tax-exempt status of the Certificates. For purposes of the foregoing, the portion of the property comprising personal property and disposed in the ordinary course shall not be treated as a transaction resulting in the receipt of cash or other compensation. For purposes hereof; the Issuer shall not be obligated to comply with this covenant flit obtains an opimon that such failure to comply will not adversely affect the excludability for federal income tax purposes fi-om gross itw, otne ol'the interest. Section 17. CUSTODY, APPROVAL, AND REGISTRATION OF CERTIFICATES. That the Mayor of the City is hereby authorized to have control of the Certificates initially issued and delivered hereunder and all m:cessary records and proceedings pertaining to the Certificates pending their dehvery and their investigation, exanfination, and approval by the Attorney General o ['the State of Texas, and their registration by the Comptroller of Public Accounts of the State of Texas. Upon registration o fthe Certificates said Co mptroller o fPubhe Accounts (or a deputy designated in writing to act for said Comptroller) shall manually sign the Comptroller's Registration Certificate attached to such Certificates, and the seal of said Comptroller shall be impressed, or placed in facsimile, on such Comptroller's Registration Certificate. Section 18. SALE OF CERTIFICATES. (a) Sale to Underwriter. That the sale of the Certificates to , as representative for the underwriters named in the Bond Purchase Agreement (the "Purchase Agreement") between the City and the underwriters named therein (the "Underwriters"), at the purchase prtce described in the Purchase Agreement, is hereby authorized, ratified and confirmed. One Certificate m the principal amount nmtunng on each maturity date as set 23 forth m Section 2 hereof shall be dehvered to the Underwriters, and the Underwriters shall have tho right to exchange such certflScates as provided in Section 5 hereof without cost. (b) Execution of Purchase Agreement. That the Purchase Agreement setting forth the terms of the sale of tho Certificates to the Underwriters, in substantially the form attached to this Ordma-nce, is horeby accepted, approved and authorized to be delivered in executed form to the Underwriters. (c) Bond Insurance. The Mayor, City Manager and the Director of Fiscal Services each is authorized, in connection with effecting the sale of the Certificates, to obtain from Firumcial Security A~ssurance Inc (the "Insurer") a municipal bond insurance policy in support of the Certificates. To that end, for so long as such policy is in effect, the reqtttrements of tho Insurer relating to the issuance o fsaid policy is incorporated by reference into this Ordinance and made a part hereof for all purposes, notwithstanding any other provision of this Ordinance to the contrary. Section 19. APPROVAL OF OFFICIAL STATEMENT. That the "Official Statement" prepared in connection with the sale of the Certificates, in substantially the form altacherl to this Ordinance, is hereby accepted, approved and authorized to be delivered in executed form to the Underwriters. The use of tho "Prelknina.ry Official Statement" prepared in connection with the sale of the Certificates is hereby ratified. Section 20. CONTINUING Dl,c''LOSURE OBLIGATION. (a) Definitions. As used in this Section, the following ten'ns have the meanings ascribed to such terms below: "MAC" means the Muncipal Advisory Council of Texas "MSRB" means the Mun/cipal Securities Rulemaking Board. -24 "NRMSIR" means each person whom the SEC or its staffhas detenmned to he a nationally recognized municipal securities information repository within the meaning of the Rule fi.om time to time. "Rule" means SEC Rule 15c2-12, as amended fi.om time to time. "SEC" means the United States Securities and Exchange Commission. "SID" means any pe~on designated by the State of Texas or an authorized department, officer, or agency thereof as, and determined by the SEC or its staff to be, a state information depository within the meaning of the Rule fi.om time to time. (b) Annual Reports. (i) The City shall provide annually to each NRMSIR and any SID, within six months al~er the end of each fiscal year ending in or after 2005, financial information and operating data with respect to the City of the general type included in the final Official Statement authorized by Section 19 oftkis Ordinance, being the reformation described in Exhibit B hereto. Any financial statements so to be provided shall be (1) prepared m accordance with the accounting principles described in Exhibit B hereto, or such other accounting principles as the City may be required to employ fi.om time to time pursuant to state law or regulation, and (2) audited, it'the City commissions an audit of such statements and the audit is completed within the period during wkich they must be provided. If the audit of such financial statements is not complete w~thin such period, then the City shall provide unaudited financial statements by the required tune, and shall provide audited financial statements for the applicable fiscal year to each NRMSIR and any SID, when ~nd if the audit report on such statements become available. (ii) If the City changes its fiscal year, it will noti~, each NRMSIR and any SID of the change (and of the date of the new fiscal year end) prior to the next date by which the City otherwise would -25- be required to provide financial reformation and operating datapursuant to this Section. The fmaneial information and operating data to be provided pursuant to this Section may be set forth in full in one or more documents or may be included by specific reference to any document (including an official statement or uther offering document, flit is avaiLable fi-om the MSRB) that theretofore has been provided to each NRMSIR and any SID or filed with the SEC. (c) Material Event Notices. The City shall notify any SID and either each NRMSIR or the MSRB, m a ti~nely manner, of any ol? the following events with respect to the Ce~ificates of Obligation, if such event is material within the meamng of the federal securities Laws: I. Principal and interest payment delinquencies; 2. Non-payment reLated degaults; 3. Unscheduled draws on debt service reserve~ reflecting financial difficulties; 4. Unscheduled draws on credit enhancements reflecting financial dll~aculties; 5. Substitution ofcredil or liquidity providers, or their failure to perform; 6. Adverse tax opinions or events affecting the tax-exempt status of the Certificates of Obligation; 7. Modifications to rights of holders o£ the Certificates of Obligation; 8. Certificates of Obhgation calls; 9. De l~ea~ances; 10. Release, substitution, or sak: of property securing repayment of the Certificates of Obligation; and 11. Rating changes. The City shall notify any SID and either each NRMSIR or the MSRB, in a timely manner, of any failure by the City to provide financial information or operating data m accordancv with subsection (b) ol?this Section by the time reqmred by such subsection. Any filing under this Section may be made solely by transmitting such t~ling to the MAC as provided at http://www.disclusureusa.or.~, unless the SEC has withdrawn the interpretive advice stated mits letter to the MAC dated September '7, 2004. -26- (d) Limitattons. Disclaimers, and.4mendments. (i) The City shall be obligated to observe and perform the covenants specified in this Secnon for so long as, but only for so long as, the City remains an "obligated person" with respect to the Certificates 0 fObhgation within the meaning of the Rule, except that the City in any event will give notice of any deposit made in accordance with this Ordinance or applicable law that causes Certificates of Obligation no longer to be outstanding. (ii) The provisions of this Section are for the sole benefit of the registered owners and beneficial owners of the Certificates of Obhgation, and nothing in this Section, express or implied, shall give any benefit or any legal or equitable right, remedy, or claim hereunder to any other person. The City undertakes to provide only the financial infomtion, operating data, financial statements, and notices which it has expressly agreed to provide pursuant to this Section and does not hereby undertake to provide any other reformation that may be relevant or material to a complete presentation of the Cits/s financial results, condition, or prospects or hereby undertake to update any information provided in accordance with this Section or otherwise, except as expressly provided here~ The City does not make any representation or warranty concerning such information or its usefulness to a dec[sion to invest in or sell Certificates of Obligation at any furore date. (iii) UNDER NO CIRCUMSTANCES SHALL THE CITY BE LIABLE TO THE REGISTERED OWNER OR B ENEF1CIAL OWNER OF ANY CERTIFICATE OF OBLIGATION OR ANY OTHER PERSON, IN CONTRACT OR TORT, FOR DAMAGES RESULTING IN WHOLE OR IN PART FROM ANY BREACH BY THE CITY, WHETHER NEGLIGENT OR WITHOUT FAULT ON ITS PART, OF ANY COVENANT SPECIFIED IN THIS SECTION, BUT EVERY RIGHT AND REMEDY OF ANY SUCH PERSON, IN CONTRACT OR TORT, FOROR ON ACCOUNT OF ANY SUCH BREACH SHALL BE LIMITED TO AN ACTION FOR MANDAMUS OR SPECIFIC PERFORMANCE. -27- (iv) No default by the City in observing or performing its obligatmns under this Section shall comprise a breach of or default under the Ordinance for ptaposes of any other provision of this Ordmance. Nothing in this Section is intenderl or shall act to disclaim, waive, or otherwise limit the duties of the City under federal and state securities laws. (v) The provisions of this Section may be amended by the City fi.om time to time to adapt to changed cnrcumstances that arise fi.om a change in legal requirmnents, a change in law, or a change in the identity, nature, status, or type of operations of the City, but only if(l) the provisions of this Section, as so amended, would have permitted an underwriter to purchase or sell Certificates of Obligat ton in the primary offering 0 fthe Certificates of Obligation in compliance with the Rule, taking into account any amendments or interpretations of the Rule since such offering as well as such clanged circumstances and (2) either (a) the registered owners of a majority in aggregate principal amount (or any greater amount required by any other provision of this Ordinance that authorizes such an amendment) of the outstanding Certificates of Obligation consent to such amendment or (b) a person that is unaffiliated with the City (such as nationally recognized bond counsel) determined that such amendment will not materially tmpair the interest of the registered owners and beneficial owners of the Certificates of Obhgation. If the City so amends the promsions of this Section, it shall include with ',y amended financial information or operating data next provided in accordance with subsection (b) of this Section an explanation, in narrative form, of the reason for the amendment and of the impact of a.ny change in the type of financial information or operating data so provided. The City may also amend or repeal the provisions of this continuing dzsclosure agreement if the SEC amends or repeals the apphcable provision of the Rule or a court 0 f final jurisdiction enters judgment that such provisions of the Rule are invalid, but only if and to the extent that the provisions of this -28- sentence would not prevent aa under'writer fi-om lawfully purchasing or selling Certificates of Obligation in the primary o ffenng of the Certificates of Obligation~ Section 21. DTC REGISTRATION. That the Certificates oi~Obligation initially shall he issued and delivered m such manner that no physical distrib~ tion of the Certificates of Obligation will be made to the public, and The Depository Trust Company ("DTC"), New York, New Yodc, initially will act as depository for the Certificates o£Obligation. DTC has represented that it is a hrnited purpose trust company incorporated under the laws of the State of New York, a member of the Federal Reserve System, a "clearing corporation" within the meaning o£the New York Uniform Commercial Code, and a "cleanng agency" registered under Section 17A o£the Securities Exchange Act of 1934, as amended, and the City accepts, but in no way verifies, such representations. The Certificates of Obligation initially authorized by this Ordinance shall be delivered to and registered m the name o£CEDE & CO., the nominee oI~DTC. It is expected that DTC will hold the Certificates of Obligation on behal£ o£ the Underwriters and their respective participants So long as each Certificate o fObligation is reg~ered in the name of CEDE & CO., the Paying Agent/Registrar shall treat and deal with DTC the same in all respects as ifil were the actual and heneficml owner thereof. It is expected that DTC will maintain a book-entry system which will identify ownership of the Certificates of Obligation in integral amounts of $5,000, with tnmsfers o£ownership being effected on the records of DTC and its participants pursuant to rules and regulations established by them, and tha~t the Certificates of Obligation initially deposited with DTC shall be inunobilized a~d no t be further exchanged for substitute Certificates of Obligation except as hereinat~er provided. The City is not responsible or liable for any functions of DTC, will not be respons~le for paying any fees or charges with respect to its services, will not be respo~ible or liable for maintaining, supervising, or reviewing the records of DTC or its participants, or protecting any mterests or rights of the beneficial owners 29 of the Certificates of Obligation. It shall be the duty of the DTC Participants, as defined in the Official Statement herein approved, to make all arrangements with DTC to establish this book-entry system, the beneficial ownership of the Certificates of Obligation, and the method of paying the fees and charges of DTC. The City does not represent, nor does it in any way covenant that the initial book-entry system established with DTC will be maintained in the future. Notwithstanding the initial establishment of the foregoing book-entry system with DTC, if for any reason any of the originally delivered Certificates of Obligation is duly filed with the Paying Agent/Registrar with proper request for transfer and substitutkm, as provided for in this Ordinance, substitute Certificates of Obhgation will be duly delivered as provided in tlus Ordinance, and there will he no assurance or representation that any book-entry system will be maintained for such Certificates o fObligation~ In coimection with the initial establishment of the foregoing book-entry system with DTC, the City heretofore has executed a "Blanket Letter of Representations" prepared by DTC m order to implement the book- entry system described above. Section 22. INTEREST EARNINGS; PREMIUM. Interest earnings derived from the investment of proceeds fi-om the sale of the Certificates shall he used along with other proceeds for the construction of the permanent improvements set forth in Section I hereof for which the Certificates axe issued; provided that after con~. ~,tion of such pen'na.nent improvements, if any of such interest earnings remain on hand, such interest earnings shall be deposited in the Interest and Sinking Fund. It is further provided, however, that any interest earnings on proceeds which are required to he rebated to the United States o fAmerica pursuant to this Ordinance hereof in order to prevent the Certificates from being arbitrage bonds shall he so rebated and not considered as interest earnings for the purposes of this Section. All premium received m connection with the sale of the -30 Certificates shah be used in a manner consistent with the provisions of Section 1201.029, Texas Government Code. The City Council hereby finds that the sum of the aggregate principal amount of the Certificates and prermum, if any, received as part of the purchase price for the Certificates to he expended for the construction of the permanent improvements set forth in Section I hercofwill not exceed the maximum amount o fCertificates authorized to he sold in the notice of intention published in connection with the sale of the Certificates. Section 23. CONFLICTLNG PROCEEDINGS. That aH ordinances and resolutions or parts thereof in conflict herewith are hereby repealed. Section 24. OFFICIALS AUTHORIZED TO ACT ON BEHALF OF THE CITY. That the Mayor, the City Secretary, the City Manager, any Assistant City Manager or the Director of Financial Services of the City, and all other officers, employees, and agents of the City, and each of them, shah be and they are hereby expressly authorized, empowered, and directed fi.om time to ttrne and at any time to do and perform all such acts and things and to execute, acknowledge, and deliver in the name and under the seal and on hehalfof the City aH such instruments, whether or not herein mentioned, as may be necessary or desirable m order to carry out the terms and provisions of this Ordinance, the Certificates, the offenng documents prepared in connection with the sale of the Certificates, or the Paying AgenffReg/stra.r Agreement. In case any officer whose signature appears on any Certificate shall cease to he such officer before the delivery of such Certificate, such signature shall nevertheless be valid and sufficient for all purposes the same as if he or she had remained in office umil such delivery. Seetion 25. RULES OF CONSTRUCTION. That for allpurposes ofthls Ordinance, unless the context requires otherwise, all references to designated Sections and other subdivisions are to the 31 Sections and other subdivisions of this Ordinance. The words 'hereto", "hereof' and "hereunder" and other words of similar irn~rt refer to this Ordinartce as a whole and not to any particular Section or other subdivision_ Except where the context otherwise requires, terms defined in this Ordinance to impart the singular number shall be considered to include the plural number and vice versa. References to any named person means that party and its successors and assigns. References to any constitutional, statutory or regulatory provision means such provision as it exists on the date this Ordinance is adopted by the City and any fature amendments thereto or successor provisions thereof. Any reference to the payment of principal in this Ordinance shall be deemed to include the payment of any mandatory sinking fund redemption payments as descr/hed herein. Any reference to "FORM OF CERTIFICATE" shall refer to the form of the Certificates set forth in Exhibit A to this Ordinance. The titles and headings of the Sections ami subsections ofthls Ordinance have been inserted for convenience of reference only and are not to be considered a part hereof and shall not in any way modify or restrict any of the terms or provisions hereof. Section 26. IMMEDIATE EFFECT. That in accordance w~th the provisions of V.T.C.A., Government Code, Section 1201.028, this Ordinance shall be effective immediately upon its adoption by the City Council. ADOPTED this 14th day of June, 2005. ATTEST: Mayor, City of Corpus Christi, Texas City Secretary, City of Corpus Christi, Texas (SEA ) -32- APPROVED THIS __ DAY OF JUNE, 2005: MARY KAY FISCHER, CITY ATI'ORNEY -33 FORM OF CERTIFICATE NO. R- UNITED STATES OF AMERICA $ STATE OF TEXAS COUNTIES OF NUECES AND SAN PATRICIO CITY OF CORPUS CHRISTI, TEXAS COMBINATION TAX AND REVENUE CERTIFICATE OF OBLIGATION SERIES 2005 (MARINA DEVELOPMENT PROJECT) MATURITY DATE INTEREST RATE ORIGINAL ISSUE DATE CUSIP % June 1, 2005 ON THE MATURITY DATE specified above, THE CITY OF CORPUS CHRISTI, TEXAS (the "City" or the "Issuer"), being a pohtical subdivision of the State of Texas, hereby promises to pay to (hereinafter called the "registered owner") the principal amount of DOLLARS and to pay interest thereon fi-om the Original Issue Date specified above, on March 1, 2006, and semiannually on each September I and March I thereafter to the maturity date specified above or the date of its redemption prior to scheduled maturity, at the interest rate per annum specified above; except that if this Cert/ficate is requked to be authenticated and the date of its authentication is later than March 1, 2006, such interest is payable semiannually on each September 1 a_sd March I following such date. THE PRINCIPAL OF AND INTEKEST ON this Certificate are payable in lawful money of the Un/ted ~-tates of America, without exchange or collection charges. The principal of this Certificate shall be paid to the registered owner hereof upon presentation and surrender of this Certificate at maturity, or upon the date fixed for its redemption prior to maturity, at the corporate trust office in Dallas, Texas (the "Designated Trust Office") of The Bank of New York Trust Company, N.A. (the "PaYing Agent/Registrar"). The payment of interest on this Certificate shall be made by the PaYing AgenffRegistrar to the registered owner hereof as shown by the Registration Books kept by the Paying Agent/Registrar at the close of business on the 15th day of the month next preceding such interest payment date by check drawn by the Paying Agent/Registrar on, and payable solely from, funds of the Issuer required to be on deposit with the Paying Agent/Registrar for such purpose as hereinafter provided; and such check shall be sent by the Paying Agent/Registrar by United States mail, first-class postage prepaid, on each such in- terest payment date, to the registered owner hereof at its address as it appears on the Registration Books kc-pt by the Paying Agent/Registrar, as hereinafter described, or by such other method, acceptable to the Pay/ng Agent/Registrax, requested by, and at the risk and expense of, the registered owner. The Issuer covenants with the registered owner of this Certificate that no later than each principal payment and/or interest payment date for this Certificate it w/Il make available to the Paying Agent/Registrar fi.om the Interest and Sinking Fund as defined by the ordinance authorizing the Certificates (the "Certificate Ordinance") the amounts requured to provide for the payment, in immediately available fimds, of all principal of and interest on the Certificates, when due. IF THE DATE for the payment of the principal of or interest on this Certificate shall be a Saturday, Sunday, a legal hohday, or a day on which banking institutions in the city where the Designated Trust OflSea of the PaYing Agent/Registrar is located axe authorized by law or ex- ecutive order to close, or the United States Postal Serv~ is not open for business, then the date for such payment shall he the next succeeding day which is not such a Saturday, Sunday, legal holiday, or day on which banking institutions are authorized to close, or the United States Postal Service is not open for business; and payment on such date shall have the same force and effect as ffmade on the original date payment was due. Notwithstandtng the foregoing, during any period in which ownership of the Certificates is determined only by a hook entry at a securities depository for the Certificates, any payment to the securities depository, or its nominee or registered assign~ shall he made in accordance with existing m-rm~gements between the Issuer and the securities depository. THIS CERTIFICATE is one of a Series of Certificates (the "Certificates") dated the Original Issue Date specified above, authorized in accordance with the Constitution and laws of the State of Texas in the principal amount of $4,500,000 FOR THE PURPOSE OF PROVIDING PART OF THE FUNDS FOR PAYING CONTRACTUAL OBLIGATIONS TO BE INCURRED FOR THE CITY WITH RESPECT TO THE CITY'S MARINA DEVELOPMENT PROJECT, TO-WIT: the construction of improvements to the City's Marina facihties, including, without hmitatlon, paYing contractual obligations to he im:urred w~th respect to the construction of new recreational boat slips, hoaters facilities/bathrooms and a new commercial dock on the People Street T-Head, and the payment of fiscal, engineering and legal fees incurred in connection therewitk ON MARCH 1, 2015, or on any date thereal~er, the Certificates of this Series maturing on March 1, 20~6 and thereaRer may he redeemed prior to their scheduled maturities, at the option of the Issuer, with funds derived fi.om any available and lawful source, as a whole, or in part (provided that a portion of a Certificate may be redeemed only in an integral multiple of $5,000), at par and accrued interest to the date fixed for redemption. The years of maturity of the Certificates called for redemption at the option of the Issuer prior to stated maturity shall be selected by the Issuer. The Certificates or portions thereof redeemed within a maturity shall be selected at random and by lot by the Paying Agent/Registrar; provided, that during any period in which ownership of the Certificates ts determined only by a book entry at a securities depository for the Certificates, if fewer than all of the Certificates oftbe same maturity and bearing the same interest rate are to be redeemed, the particular Certificates of such maturity and bcafing such interest rate shall he selected in accordance with the arraagements between the Issuer and the securities depository. THE CERTIFICATES are also subject to mandatory redemption in part by lot pursuant to the terms of the Certificate Ordinance, on March I in each oftbe years 20__ through 20__, with respect to Certificates maturing March l, 20__, in the following years and in the following amounts, at a price equal to the principal amount thereof and accrued and unpaid interest to the date of redemption, without premium: Principal Amount ($) *Final Maturity To the extent, however, that Certificates subject to sinking fund redemption have been previously purchased or called for redemption in part and otherwise than fi.om a sinking fund redemption payment, each annual sinking fired payment for such Certificate shall be reduced by the amount obtained by multiplying the principal m'nount of Certificates so purchased or redeemed by the ratio which each remaining sinking fund redemption payment for such Certificates bears to the total remaining sinking fund payments, and by rounding each such payment to the nearest $5,00~ integral; provided, that during any period in which ownership of the Certificates is determined only by a book entry at a securities depository for the Certificates, the particular Certificates to he called for mandatory redemption shall be selected m accordance with the arrangements between the Issuer and the securities depository. AT LEAST 30 days prior to the date fixed for any such redemption. (a) a written notice of such redemption shall be given to the registered owner of each Certificate or a portion thereof being called for redemption by depositing such notice in the United States mail, first-class postage prepaid, addressed to each such registered owner at his address shown on the Registration Books of the Paying Agent/Registrar and (b) notice of such redemption shall be published one (1) time in a financial journal or publication of general circulation in the United States of America or the State of Texas carrying as a regular feature notices o, municipal bonds called for redemption, provided, bowever, that the failure to send, mail, or receive such notice described in (a) above, or any defect therein or m the sending or maiting thereo[ shall not affect the validity or effectiveness of the proceedings for the redempUon of any Certifica.~, and the Certificate Ordinanoe provides that the publication of notice as described in (b) above shall be the only notice actually required in connection with or as a prerequisite to the redemption of any Certificates. By the date fixed for any such redemption due provision shall he made by the Issuer with the Paying Agent/Registrar for the payment of the requa'ed redemption price for this Certificate or the portion hereof which is to be so redeemed, plus accrued interest thereon to the date fixed for redemption. If such notice of redemption is given, and if due provision for such payment is made, all as provided above, this Certificate, or the portion hereof which is to be so redeemed, thereby automatically shall he redeemed prior to its scheduled maturity, and shall not bear interest after the date fixed for its redemption, and shall not be regarded as being outstanding except for the right of the registered owner to receive the redemption price plus accrued interest to the date fixed for redemption from the Paying Agent/Registrar out of the funds provided for such payment. The Paying Agent/Registrar shall record m the Registration Books all such redemptions of principal of this Certificate or any portion hereof. If a portion ol~ any Certificate shall he redeemed a substitute Certificate or Certificates having the same maturity date, bearing interest at the same rate, in any denomination or denominations in any integral multiple of $5,000. at the written request of the registered owner, and in aggregate principal amount equal to the unredeemed portion thereof; will be issuedto the registered owner upon the surrender thereof for cancellation, at the expense of the Issuer, all as provided in the Certificate Ordinance. ALL CERTIFICATES OF THIS SERIES are issuable solely as fully registered certificates, without interest coupons, in the denomination of any integral multiple of $5,000. As provided in the Certificate Ordinance, this Certificate, or any unredeemed portion hereof, may, at the request of the registered owner or the assignee or assignees hereof, be assigned, transferred, and exchanged for a like aggregate principal amount of fully registered certificates, without interest coupons, payable to the appropriate registered owner, assignee, or assignees, as the case may he, having the same maturity date, and bearing interest at the same rate, in any denomination or denominalions m any integral multiple of $5,000 as requested in writing by the appropriate registered owner, assignee, or assignees, as the case may he, upon surrender of this Certificate to the Paying Agent/Registrar at its Designated Trust Office for cancellation, all in accordance with the form and procedures set forth in the Certificate Ordinance. Among other requirements for such assignment and transfer, this Certificate must be presented and surrendered to the Pay/ng Agent/Registrar, together with proper instruments of assignment, in form and with guarantee of signatures satisfactory to the Paying Agent/Registrar, evidencing assignment of this Certificate or any portion or portmns hereof in any integral multiple of $5,000 to the assignee or assignees in whose name or names this Certificate or any such portion or portions hereof is or are to he transferred and registered. The form of Asstgnment pnnted or endorsed on this Certificate may be executed by the registered owner to evidence the assignment hereof, but such method is not exclusive, and other instmrnents of assignment satisfactory to the Paying AgentJRegistrar may he used to evidence the assignment of this Certificate or any portion or portions hereof from time to time by the registered owner. The Issuer shall pay the Paying Agent/Registrar's reasonable standard or customary fees and charges for transferring and exchanging any Certificate or portion thereof. Ln any circumstance, any taxes or governmental charges required to be paid with respect thereto shall be paid by the one requesting such assignment, transfer, or exchange as a condition precedent to the exercise of such privilege. In any circumstance, neither the Issuer nor the Paying Agent/Registrar shall be required (1) to make any transfer or exchange during a period beginning at the opening of business 30 days before the day of the first mailing of a notice of redemption of certificates and ending at the close of business on the day of such mailing, or (2) to transfer or exchange any certificates so selected for redemption when such redemption is scheduled to occur within 30 calendar days. WHENEVER the beneficial ownership of this Bond is determined by a book entry at a securities depository for the Certificates, the foregoing requirements of holding, delivering or transfemng this Certificate shall be modified to require the appropriate person or entity to meet the requirements of the securities depository as to registering or transferring the book entry to produce the same effect. 1N THE EVENT any Paying Agent/Registrar for the Certificates is changed by the Issuer, resigns, or otherwise ceases to act as such, the Issuer has covenanted in the Certificate Ordinance that it promptly will appoint a competent and legally qualified substitute therefor, and cause written notice thereo[ to be mailed to the registered owners of the Certificates. BY BECOMING the registered owner of tkis Certfficate, the registered owner thereby acknowledges all of the terms and provisions of the Certificate Ordinance, agrees to he bound by such terms and provisions, acknowledges that the Certificate Ordinance is duly recorded and available for tnSPect~on in the official minutes and records of the Issuer, and agrees that the terms and provisions of this Certificate and the Certificate Ordinance constitute a contract between each registered owner hereof and the Issuer. IT IS HEREBY certified, recited and covenanted that this Certificate has been duly and validly authorized, issued, and delivered; that all acts, conditions, and things required or proper to be performed, exist, and be done precedent to or in the authorization, issuance, and delivery of this Certificate have been performed, e:dsted, and been done in accordance with law; that this Certificate is a direct obhgation of the City, issued on the full faith and credit thereof; that annual ad valorem taxes sufficient to provide for the payment of the interest on and principal of this Certificate, as such interest comes due and such principal matures, have been levied ard ordered to be levied against all taxable property in the City, and have been pledged for such payment, within the limit prescribed by law; and that the "Surplus Revenues" (as defined in the Certificate Ordinance) of the City's Sohd Waste System rernaimng at, er payment of all maintenance and operation expenses thereol~ and all other obligations now or herea~er payable therefrom, as provided m the Certificate Ordinance, have been pledged as additional security for the Certificates. IN WITNESS WHEREOF, this Certificate has been signed with the m.m~nal or facsimile signature of the Mayor of the City, attested by the manual or i~acsimiie signature of the City Secretary of the City, and the official seal of the City has been duly affixed to, impressed, or placed in facsimile, on tiffs Certificate. City Secretary, City of Corpus Christi, Texas Mayor, City of Corpus Christi, Texas (SEAL) FORM OF PAY1NG AGENT/REGISTRAR'S AUTHENTICATION CERTIFICATE PAYING AGENT/KEGISTKAR'S AUTHENTICATION CERTIFICATE It is hereby certified that this Certificate of Obhgation has been issued under the provisions of the Certificate Ordinance descnlxxt on the face of this Certificate of Obligation; and that this Certificate of Obhgation has been ISSUed in exchange for or replacement of a certificate of obligation, certificates of obligation, or a portion of a certificate of obhgation or certificates of obligation of an issue which originally was approved by the Attorney General of the State of Texas and registered by the Comptroller of Pubhc Accounts of the State of Texas. Dated THE BANK OF NEW YORK TRUST COMPANY, N.A. By Authorized Representative FORM OF ASSIGNMENT ASSIGNMENT FOR VALUE RECEIVED, the undersigned hereby sells, assigns and transfers unto (Please insert Social Security or Taxpayer Identification Number of Transferee) / / (Please print or typewrite name and address, including z~p code of Transferec) the witkin Certificate of Obhgation and all rights thereunder, and hereby irrevocably constitutes and appoints attorney to register the transfer of the within Certificate of Obligation on books kept for registration thereof, with full power of substitution in the premises. Dated: Signature Guaranteed: ~OTICE: Signature(s) must be guaranteed by a member firm of the New York Stock Exchange or a commercial bank or trust company. NOTICE: The signature above must correspond with the name of the Registered Owner as it appears upon the fi-ont of this Certificate of Obhgatinn m every particular, without alteration or or enlargement or any change whatsoever. *FORM OF COMPTROLLER'S CERTIFICATE ATFACHED TO THE CERTIFICATES UPON INITIAL DELIVERY THEREOF OFFICE OF COMPTROLLER : STATE OF TEXAS : REGISTER NO. I hereby certify that there is on file and of record m my office a certificate of the Attorney General of the State of Texas to the effect that ttus Certificate has been examined by him as required by law, and that he finds that it has been issued in conformity with the Constitution and laws of the State of Texas, and that it is a valid and binding obligation of the City of Corpus Christi, Texas, payable in the manner provided by and in the ordinance authorizing same, and said Certificate has this day been registered by me. WITNESS MY HAND and seal of office at Austin, Texas this (SEAL) Comptroller of Public Accounts of the State of Texa.s NOTE TO PRINTER: *¶ not to be on certificate Exhibit B to Ordinance DESCRIPTION OF ANNUAL FINANCIAL INFORMATION The following information is referred to in Section 20 of this Ordmanee. Annual Financial Statements and Operating Data The financial information and operating data with respect to the City to be provided annually in accordance with such Section am as specified (and included in the Appendix or under the headings of the Official Statement referred to) below: Appendix Ph under the headings: "Debt Payable Rom Taxes", "General Fund Revenues", "General Expenses", "Ad Valorem Taxes", "Municipal Hotel Occupancy Taxes", "Solid Waste Operations", and "The Tax Increment Fmaneing Act"; and Appendix C, "Combined Financial Statements of the City of Corpus Christi, Texas for the Fiscal Year ended July 31, 20(}4. Accounting Principles The accounting principles referred to in such Section are the accounting principles described in the notes to the financial statements referred to in paragraph 2 above. THE STATE OF TEXAS COUNTIES OF NUECES AND SAN PATRICIO CITY OF CORPUS CHRISTI I, the undersigned, City Secretary of the City of Corpus Christi, Texas, do hereby certify that the above and foregoing is a true, full and correct copy of an Ordinance passed by the City Council of the City of Corpus Christi, Texas (and of the minutes pertaining thereto) on the 14th day of June, 2005, authorizing the ~ssuance of $4,500,0(K} Combination Tax and Revenue Certificates of Obl.igation, Series 2005 (Manna Development Project), which ordinance is duly o[ record in the minutes of said City Council, and said meeting was open to the pubhc, and public notice of the time, place and purpose of said meeting was given, all as required by Texas Govermnent Code, Chapter 551. EXECUTED UNDER MY HAND AND SEAL of said City, this the 14th day of June, 2005. City Secretary, City of Corpus Christi, Texas (SEAL) 5 COUNCIL MEMORANDUM RECOMMENDATION: Motion approving the purchase of one 500 KW emergency generator set from Loftin Equipment Co., Sta£ford Texas, for a total of $80,871.15. The award is based on thc cooperative purchasing agreement with thc Houston Galveston Area Council of Governments (H-GAC). The generator will be installed at the Health Department Funds are budgeted in the No. 1066 Ifealth Grant Fund-PHP preparedness 04-05 budget. Purpose: Basis of Award: The 500 KW emergency generator will be installed at the Health Department Building located at 1702 Home Rd The generator set consists of a service entrance rated transfer switch and a 1,730 gallon fuel tank that will allow the Health Department to maintain operations in the event of loss of power to the building. The generator will be purchased through the cooperative purchasing agreement with Houston-Galveston Area Council of Governments, (H-GAC). H-GAC acts as a purchasing agent for participating members through the Inter-local Cooperation Act and abides by all Texas statuses regarding competitive bidding requirements. Funding: Health Grants Project 831505 PItP Preparedness. 530000-1066-00000-831505 $80,871.15 1 Procurement & Gener:q Serx ices Manager CITY OF CORPUS CHRISTI PURCHASING DIVISION BUYER - Michael Barrera BID TABULATION ' B1-0128-05 Emergency Generator ITEM DESCRIPTION QTY. UNIT Lo[tin Equipment Co Stafford, Texas Unit Price Ex[ended Price 500 KW deisel generator, including service entrance rated transfer switch and 1730 gallon fuel tank Total 1 each $80,871.15 $80,871.15 $80,871.15 6 CITY COUNCIL AGENDA MEMORANDUM City Council Action Date: 06J14/2005 AGENDA I I ~-M: A. Resolution authorizing the City Manager or his desig ~r'~c to accept grant funding in the amount of $25,000 from the Texas Department of Transportation for an Impaired Ddving Mobilization Selective Traffic Enforceme~ Project (STEP) grant for DWI enforcement overtime within the Police Department and to execute all related documents. B. Ordinance appropriating $25,000 from the Texas Department of Transportation for funding of an Impaired Driving Mobilizatien Selective T, al~c Enforcement Project (STEP) grant for DWI erfforcement overtime within the Police Department in No. 1061 Police Grants Fund; and declaring an emergency. ISSUE: Because the state of Texas continues to lead the nation in the number of DWI deaths, injuries and alcohol related crashes, funds are available to conduct a special Impaired Ddving Mobilization overtime enforcement program. BACKGROUND INFORMATION: The Slate of Texas, Department of Transportation is providing funding for a special Impaired Ddving Mobilization STEP for the padod of July 1, 2005 - April 30, 2006. The grant plac~__~ overtime officers across the City with various hours of operation. The goal of the grant is to make a minimum of 92 DWI arrests dudng this time pedod. REQUIRED COUNCIL ACTION: A__,'~=~p_ ting the grant and appropriating funds. FUNDING: Officers will be working on an overtime basis with the State providing 100% of the salary and retirement. The City provides mileage costs at $2,030 from the 0405 and 0506 Police Uniform budget. CONCLUSION AND RECOMMENDATION: Staff recommends accepting the grant and appropriating the funds. Chief of Police Attachments: TXDOT Contract RESOLUTION AUTHORIZING THE CITY' MANAGER, OR THE CITY MANAGER'S DESIGNEE, TO ACCEPT GRANT FUNDING IN THE AMOUNT OF $25,000 FROM THE TEXAS DEPARTMENT OF TRANSPORTATION FOR AN IMPAIRED DRIVING MOBIMZATION SELECTIVE TRAFFIC ENFORCEMENT PROJECT (STEP) GRANT FOR DWI ENFORCEMENT OVERTIME PAY WITHIN THE POLICE DEPARTMENT AND TO EXECUTE ALL RELATED DOCUMENTS. THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF CORPUS CHRISTI, TEXAS THAT: SECTION 1. The City Manager, or the Cib/Manager's designee, is authorized to accept grant funding in the amount of $25,000 from the Texas Department of Transportation for an Impaired Ddving Mobilization Selective Traffic Enforcement Project (STEP) Grant for DVVI enforcement overtime within the police deparlment and for overtime to execute all related documents for the time period of Ju~y 1, 2005 through April 30, 2006. SECTION 2. The City Manager, or the City Managers designee, may accept, reject, agree to alter the terms and conditions, or terminate the grant, if said grant is awarded to the City. SECTION 3. In the event of the loss or misuse of these funds, the City of Corpus Christi assures that the funds will be returned, in full, to the Texas Department of Transporta[ion. An'EST: THE CITY OF CORPUS CHRISTI Armando Chapa City Secretary Henry Garrett Mayor Assistant City Attorney Corpus Chdsti, Texas day of ,2005 The above resolution was passed by the following vote: Henry Garrett Brent Chesney Melody Cooper Jerry Garda Bill Kelly Rex A. KJnnison John E. Marez Jesse Noyola Mark Sco~t H:~LEG~)lR~,e,rz~ab~lh~3ep~ F'des~EH Reso~uflons~Hres155.doc ORDINANCE APPROPRIATING $26,000 FROM THE TEXAS DEPARTMENT OF TRANSPORTATION FOR FUNDING OF AN IMPAIRED DRIVING MOBILIZATION SELECTIVE TRAFFIC ENFORCEMENT PROJECT (STEP) GRANT FOR DWI ENFORCEMENT OVERTIME WTI'HIN THE POLICE DEPARTMENT IN THE No. 1061 POLICE GRANTS FUND; AND DECLARING AN EMERGENCY. BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CORPUS CHRISTI, TEXAS: SECTION 1. That $25,000 from the Texas Department of Transportation is appropriated in the No_ 1061 Police Grants Fund for funding of an Impaired Ddving Mobilization Selective Traffic Enforcement Project (STEP) Grant for DVVI enforcement overtime for the time per~od of July 1, 2005 through April 30, 2006 in the No. 1061 Police Grants Fund; and dedadng an emergency. SECTION 2. That upon written request of the Mayor ~ five Council Members, the City Coundl (1) finds and deda-es an emergency due to the need for immediate actio~ for the efficient and effective administration of City affairs; and, (2) suspends that Charter rule which requires an ordinance to be considered and voted upon at two regular meetings, so that this ordinance is passed and takes effect as an emergency measure upon its first reading, this, the day of ,2005. ATTEST: THE crI-Y OF CORPUS CHRISTI A,,,,ando Chapa, City Secretary Henry Garret't, Mayor Legal F Approved~)~-~/~u~ ~ ,2005; Ra~y A. Stoneroad Assistant City Attorney TO THE MEMBERS OF THE CITY COUNCIL Corpus Christi, Texas For the reasons set forth in the emergency clause of the attached ordinance, an emergency exists requiring suspension of that Charter rule which requires an ordinanoe to be considered and voted upon at two regular meetings. Therefore, I/we requesl that you suspend said Charter rule and r~ally pass this ordinance on the date of its introduction, or at bhe present meeting of the City Council. Respectfully, Respectfuily, Henry Gan-eft Mayor, City of Corpus Christi Council Members The above ordinance was passed by the following vote: Henry Gan'eft Brent Chesney Jen'y Garda John Edward Marez Bill Kelly Rex A. KJnnison Melody Cooper Jesse Noyola Mark Scott [] Fe~-~l Pass Through Grant Funds CFDA #20.60~ [] Slate Gm~ Funds -- For TxDOT Use Only -- Misc. Contract Number: Charge Numbe~ Project Yea~ N/A PIN (14 chamcte~ only): TEXAS TRAFFIC SAFETY PROGRAM GRANT AGREEMENT THE STATE OF TEXAS THE COUNTY OF TRAV1S THIS AGREEMENT IS MADE BY and bet~eon the State of Texas, acang by and thro~h the Texas Department of Translxn tation, beremafter ~ the Deparlmemt, and City of Corl~us Christi, heremafl~ called the Subgtan/ee, and be~t~s effective when fully exeoated by both parties For the purpose ofthi~ a~enx~ the Subgrantee ~s desig~toa as a(n): [] State Ag~mcy [] N~n-Profit O ~r~ni~tion . [] u~t of Lc~ai Govenm~u [] Educatioml hstlOX~ [] Other (describe): AUTHORITY: Texas Transgnmafion Code, Chapter 723, the Traf~c Safety Act of 1967, and tbe HiEhway Safety Plan for the following Fiscal Year(s) 2005/2006. Project Title: STEP - Impaired DriVing Mobiliration (1DM 163) Brief Project Description: TO conduct a sustainexl DWI enforom~ effort in order to increase DWI Grant Period: The G-rant becomes effective on July 1, 2005, or on the date of final si~m~anzre of both pames, whichever is later, and ends on Annl 30, 2006 un]ess terminated or otberw~se ratified. Maximum Amount Eligible for Reimbursement: $25,000. The following --~rhn~zas are InCOrporated as ind~tod as a part of the G-mm Agreement: · ^naehrnent A, Mailing Addresses · Anaehrr~at B, Omeml Terms and ~ (TxDOT Form 1854) · .s. nn~t C, Project De~il,,fon (TxDOT Form 2076) · Attachlramt D, Aclion Plan (TxDOT Form 1852) · P, nnt'hm~ E, Project Budget (FxDC'7 Form 2077 or 2077-LE) [] AOachrnent F, Operational Plan (TxDOT Fol~n 2109) (for Selective T~ffic Enfot,.~a~mt Program grants only) Project Title: STEP - Impaired DriVing Mobili~¢ion (IDM 163) TEXAS TRAFFIC SAFETY PROGRAM GRANT AGREEMENT The si~maato~j for fl~e Subgranlee hereby ~epresents and warrants that shedhe is an o[~ctgr of the orLmni~ncm for which she.~ has executed this agreem~ and that she~ has full and complete authority to ent~ into this agreement on b~half of the o~. At the time I~e s~na~ry for the Subgrantee si~ the Gv~at ~ she/he will sign a~d submit to the DepaCammt a letter desi~onating si~onamre performance reports, final performance n~l~rt and admini~a'aave evaluation report, Rm~ests For THE SUBGRANTEE THE STATE OF TEXAS C0~v of Corpus Christi [~-ga~ N~ of agency] By [Authoriz~ Signaturel George K. Noe [Name] City Mana~.oer lTitlel Execut~ f~r the Exeoative Dire~r and approved for the Texas Tmnsportafi~ Co.....issi~a for the purpose and effect of acfivamag and/or ~arrymg out approved and authorized by the Texas Tvansporlaaon Conumss~u_ By Disuict Fmgi?seer Texas Department of Transportation lNamel Under authority of Ordinance or Resolution Number (for local governr~nts): [Title] Date: By Du-ector, Traffic Operations Divisio~ Texas Depamnent of TranSom ('Not required for local project grants $~00,000.) Attachment A Project Title: STEP - lmpaire~l DriVing Mobilization (IDM 163) M ailing, Addresses For thc purpose ofthi~ ag~ancnt, thc following addresses shah be used to mail aH required notices, reports, ~lmlm% and ¢Ol'l~$poIld~ll(~. (NOTE: Fo~ warrants (checks), thc address ind~t~ by thc electromc mail code, which is the last three diglts of the PIN on page l of this Gram Agreeme~ sl~all be used for disbmsing payments. If tim add~ss is not where the Subgtantee want~ warrants or checks to be seal the Subgraatee ~j to notify the Depamneat of aay appropriate chaages. For S~gr~tee (Project lli~:~r): Name: P. Alva..z, Jr. Organization: City of Corpas Christi Addre~: P. O. Box 9016 ~ Christi. Te.~as 78469 Phone: 361-886-2604 Fax: 361-886-2607 Note: Any change in the Subgrantee iaformation in this Anaehme~t A, Mailing Addresses, does not require an amendment to the Grant ~. However, the Subgrant~e must submit a letter with the corn:cted infonnaaon to the Dcpa~t~mt nd,tress below within 15 days of the eJxange. For Texas Depar~men't of Trln~ortation: Name: Organizatloa: Addreaa: Phone: Fax: E-mail: Attachment B Project Title: STEP - Impaired Drivint Mobilization ¢IDM 163) Subgrantee: City of Corpus Christi Teias Traffic Safety Program GRANT AGREEMENT GENERAL TERMS AND CONDITIONS ARTICLE 1. COMPLIANCE WITH LAWS safi~Cact~y proof of its compliam:e th~mvi~. ARTICLE 2. STANDARD ASSURANCES The Subgramee hereby assures and certifies flint it will co..ply with the regulations, policies, gmdelines, and requLrements, including 49 CFR (Code of Federal Reg,,lations), Part 18; 49 CFR. Part 19 (OMB [Offic~ of Managemmt ami Budget] Circular A-Il0); OMB Circular A47; OMB Circular A-102; OMB Circalar A-21; OMB Circular A-122; OMB Circular A-133; and the Traffic Safety Program ManuaL, as they nfla~ to the apphcatio~ a~ptance, and ase of federal or state funds for this project. ALso, tl~ Subgnmtee assures and cmXifies that: A. k possesses legal mm~aWy to apply for the gram; and that a n:solul~m, ruction, or similar action ~ been duly adoptgd or passed as an official act of the applicant's governing body, authorizing the filing authorizing the peyotl id~mtified as the official represontative of the applicant to a~t in connection voth th~ application ~nd to provide such additional information as may be required. B It and ~ts subcontractors will comply ~ Title VI of the Civil Right~ Act of 1964 (Public Law 352). as amended, and in accordance with that Act. no person shall discrirninatg, on the grounds of race. color, sex. national orion, age. religion, or disabdity. C. It ~ c~aply vAth ngquiremea~ of the provisions of the Uniform R~localion Assqstam:e and Real Property Acquisitions Act of 1970, as amended; 42 USC (United State~ Code) §~4601 et seq.; and Property Acquisition for Federal and Federally Assisted Progranu,' 49 CFR, Part 24. which provide for fair and ~iuitable tnmmamt of persons displaevd as a result of federal and federally assisted pmgrams. D. It will oau~ly with tim prOVtSions of the Hatch Political Activity A~ which lim~ the political activ~'y of employees. (Se~ also Article 25, LobbYing Cecdficafic~.) E. It will comply with the fodgral Fair Labor S~mdards Act's mmim~ma wage and over,ne ~m~a~s for gmployces [gl'forming project work. F. It will establish safeguards to prohibit ~aqaloyees from using their positions for a purpose Ih,at is or givm the appearance of being mo~vated by a desire for privale gain for themselves or others, paxticularly those wifl~ whom they have family, business, or other ties. G. It will give the Departmmt the access to and tbe right to examine all nwxmts, boo~, papers, or documents related to this Grant Agr~m~nt Attachment B Projeet Title: STEP - Impaired Drivim, Mobilizalion (IDM 163) Subgrantee: City of Corlms Christi H. It will comply with all requiremems imposed by the Departmem concerning special requirements of law, program requirem~ats, a.nd other adminiqxative requirementg It tecogni,vs that many federal and .~mt~ laws imposing envirotlmmtal and resource conservation requir~aents may apply to this Gnaat Agreemeat Some, but no~ all, of the major federal law that may affect the pro~ect include: the NafiemM Envflo,m,ental Policy Act of 1969, as amended, 42 USC §~4321 et seq.; the Clean Air Act, as anaeaded, 42 USC §§7401 et seq. and sections of 29 USC; the Federal Water Pollution Conlxot Aet, as ~. 33 USC §§1251 et seq.; the Resource Conservation and Recovery Act, as ameaded, 42 USC §§6901 et seq.; and the Comprehensive Envtronme-tal Response, Ccnxqxasafion, and Liability Act, as amended, 42 USC §§9601 et seq. The Sub/~ntee also reeogniz~ that the U.S. Envtronmemal Protection Agency, USDOT, and other federal agencies have issued, and ia the fim,m are expected to issue, reg~datlon, guideline, sta~la~ds, Ordlx~ dire~ives, or otlmr requirements that may affect thi~ Project. Thus, it agrees to comply, and assures the compliance governlm~t may now or in the future prcnwdg~te It will cc~aply with the flood msmancc purchase n:quhca,sents of Section 102(a) ~ ~ ~ ~ A~ of 1973, 42 USC ~01~a) ~ 102(a) ~, ~ ~ ~ ~ 2, 1975, ~ p~ offl~ ~ m ~ ~ ~ ~ m a~le ~ a ~fi~ ~r ~ ~ of ~y f~ ~ ~s~ f~ ~ ~ ~i~ ~ for ~ ~ ~y ~ ~~by~of~~ofH~U~d~ ~ ~ ~ ~ ham~. ~ p~ ~ ~ ~" ~1~ ~y ~ ofl~ ~ ~, ~ ~ ~, susie, di~ ~ ~ or ~ ~ ~y fo~ of ~ or ~ f~ ~s~. K It will assist the Depaxtmeat in its compliance with Section 106 of the National Historic Preservation Act of 1966 as amended (16 USC 470 et seq.), Executive Order 11593, and the Antiquities Code of Texas (National Resources Code, Chapter 191). L It will comply with Chapter 573 oftbe Texas Government Code by ensuring t~t no ol~cer, employee, or n~nber of the Subgnmtee's governing board or the Subslanl~'s $uboantraetors nhall vote or confirm the employment of any pemon r~latvvt within ~ Sl~Olld ~ of affi,,ity or flfird degree by O~m~ ,in~'y to ally nl~nber of the gOVerning body or to any othm- officex Or employee n,rl~Ted to e, nl,loy or superv~ such person_ This prohibition nhall I1~ prohibit ~ employment of a parson described hs ocction 573.062 ofth~ Texas Government Code. M. It will ensure that all informalion collected, assemble([, or maintained by the applicant relative to this project ~ be available to the public dm'lng normal business ho~s in com~lianog with Cb,~t~er 552 oftbe Texas Government Code, unless other~se expressly provldnd by law. N. If applicable, it will comply with Chapter 551 of the Texas Government Code, which reqrares all regular, spccml, Or called mcOingg of governmental bodies to be open to the public, except as otherwise prodded by law or specifically pemfitted in thc Texas Constitution. ARTICLE 3. COMPENSATION A_ The method of payment for this Agreemem will be based on actual costs incurred up to and not to exe~d the limits specified in Anaehment E, Traffic Safety ProJect Budget The arr~mt inoluded in the Project Budget will be deenmd to be an estimate only and a higl~er amount can be rehnbumed, subject to the condmons spec/fled m paragraph B hereunder. If~t E, TraflSc Safety Project Budget, Attachment B Project Title: STEP - lml~aired Dri~fin~ Mobilization {IBM 163) Subgrante~: CRv of Corl~US Christi B. All paym~rtg will be m~ in ac. cordam~ w~th Anaehrm-m E. Traffic Saf~ Project Budge, The Subgrnntne's ~ may overrun a budget cat~cgory (I. II, or 11I) in tbe approved Project Budget wi'th~ a grant 0oudget) amcadm~it, as 1o~ as th~ ovcrrtm does not cx__,>~_ a total of five (5) poromt per y~ar of thc maximum amcnmt chgible for raimbm~m~nt (TxDOT) in the ~.~e~d Project Buds3et for tlg cutest fiscal yea~. This ov~xtm m.~t be off-set by aa equivalom un~rrun cls~n'm:m in tbe Project Budget the owama is five (5) pe~rc, ent or leas, the Subgratm~ must provide wriMen notification to the Dapartmem prior to the Raquest for Reim~ bei~ approved_ This notification must be in th: form of an at~:hmmt to ~be l~qu~t for l~imbm~m~t that cove's tbe period of tbe or, mm This atta~hm~t ~ ~,-~ t~ an-~u~ tbe pe~:~nt ova, and the sp~ifi¢ ~s) for t~ or.am. Any ovemm of more than five (5) perc~m oftbe amoum digiblc for reimbu.~-tt~ (TxDOT) ia the .-~h~xl Pmjc~t Budget requires a~ ~ of this Gram Agmcmmt. The ma-xamura amount eligible for roimhu~m~mt ~ not be ~ above the Cvrarwl Total TxDOT Amount in thc approved Projo:t Buclgct, unless this G-rant Agrc~ncat is am...~nt, as des~ibcd in Article 5 of this Agroml~. For Selective Truffle Enforomtcnt Program (STEP) g;r-nme only: ha Attac. hm~ E of the Grant Ag~e~:m~at. Traffic Safi~ Project B,,dBet (Form 2077-LE), Subgtamo~ are not allowo:l to ,,rut~xun funds from tt~ TxDOT amo~t of (100) Salaries, Sub,'~t.~ories A, "Enforccttm~' or B, "PI&E Activities," to exceed th~ TxDOT amount hs~ in Sulxmtogor~ C. "Other." Also, Subgrant~s are not allowed to use undernm funds from the TxDOT amc~mt of (100) Salarios, Sub~lt~egories '~Enfor~" or C, "Oth~," to exceed the TxDOT amouat listed in Sub~t~ory B, "PI&E Activ~ies.' The TxDOT amount for Subeategory B, "PI&E Activities," or C, "Other," can o~ly be exceeded wh~hin the 5 pe~mt flexibility, with ,,nderrun funds fxom Budget Cat~ories D or I~. C. To be eligible for rcUnbursemcnt undm ~ Agr~mem, a cost must be incurred ia accordanc~ w~th .$.tt~h~r~nt E. Trnl~ne Safiay Project Budget. within the time frame speeific~l in th~ Grant Period on page I of this Grant ~ altn~omahle to work cove, red by this ~ and which ~ cu~q~leted in a man,er safisfa~oty and ~le to the ~. D. Feds'al or TxDOT funds cannot supplant (replace) funds from any other sources. The t~rm "supplanting" mfe~ to tbe use of fed~a'al or TxDOT fi-~as to support po~xm~q or an aetivfly already support~ by local or sram funds. E. Paym~t of costs inctumt ~ this Agr~mmt is further governed by one of the following cost principles, as appropria*~, outlined in the Federal Offioe of Mnna~a~ent and Budget (OMB) Circulam: · A-21, Cost Principles for lnstmRi~ ofFllgker ~:lt~ti~ A-87, Cost Principles for State, Local. aad Indian Tribal Govertummts; or, · A-122, Cost Principles for Nonprofit Organizations. F. TI~ Subgranl*: agrees to submit monthly or quarterly P-,J~quests for R~imbttrsemenL, as d~i~onated in Attachment D, Action Platt, within thirty (30) Rays ~ the end oftbe billing period. Tbe Subgranlee will use billing forms acceptable to the Department. The Ofi~rml ~ for Reimbumemc~t, with the Attachment B Project Title: STEP - lnmaired Drivin~ Mobilization (IDM 163) Subgrantee: City of Corl~us Christi appropriate backup docamgnmtion, must be submitted to the Depaxlment uddress shown on At*-,-hnmm A, Mailing Addre~se~, of' this Agroem~nt. In adSifioa, a copy of the Request for R~imbap~nmt and appropnale backup &waaneutati~ plus three (3) copies of the Request for G. The Subgxamoe agrees to submit the final Request for Reimburscm~ uadm- flus Agrcemcnt udlhin forty-five (45) days of the end of the gxant Period. H. The Depam~na will ~x~r~iso good faith to make payrnmts within ~ (30) days of receipt of prop~ly prepanxl and do,:ume~ R~qu~sts for Rehnburs~wnt Payrmmts, however, ate contingent upon th~ availability of apptop/nnted funds. Project agre~nmm~ suppotl~l with fi:dm'al or TxDOT fundu ~ limited m the lem~'~ h of enig Grant Period, which is si:nxified on page I ofthis Chant Agrom~mt ffthe Depamm~ cl~.~,cs that th~ project has ~ m~t or has po~xad3al Iong-r~-g¢ bex~, the Subgru.t~ may apply for fim~i.g assistance beyond thc initial Agrcemcnt period. Pzdvrcacc for filodin~ will be given to thos~ pmje~ for which the Subgrantce has a.ssum~ some cost ~lmnag, those which pr~n~e to assume tt~ largest percentage of subsoqu~ project costs, nnd those which have dmoasaa~ p~orman~ thai is ARTICLE 4. LIMITATION OF LIABILITY Payment of costs incurred bereunder is coatingcnt upon the availahihty of funds. If at any time during this Ch-ant Period, the I)qmxtm~ delta-mines that tbere is in.*a,fficicnt funding to c~ttinue tl~ project, the D~panmeat shall so notify the Subgtantce, giving notice of inmm to t.m'l~innte 'finis Agrem'nen~ a.s spceifi~d in Artide 11 ofthis Agrecme~. fiat th~ endofa lc&n-al fiscal y~ar, tl~ Dcpartm~ d6'termines that there is sufficient funding and porformance to con'hue the project, thc Dcpartm~t may so notify the Subgrantee to co~imle this agrggatlg~. ARTICLE 5. AMENDMENTS This ~ may be ame.av~ prior to its expiration by form,a! written consent of both pax~dcs, utilizing tbe Ch-ant ~ An~ndm~ dmi~onated by the Departing. Any an~xlm~ must be executed by the parties within tbe Grant Period, as specified o~ page 1 of flais Chant Agrcs~xnent. ARTICLE 6. ADDITIONAL WORK AND CHANGF_.~ ~N WORK ff thc Subgra.tee is of the ogimon that any assigned work is beyond ttae scope of ~ Agreemem and constitutes additional work, the Sublwantee shall promptly nolffy the Department in wrihng, ff the Subgmntee and a wri'a~n amandmcnt to flus Ag~xanent will be executed acc. ovding to Article 5, Ame~lme~ts, to provide compen~fion for doing ~ work on the same ha.sis as the original work. If If the Subgrantee has submit~ work in accordance with the terms of this Agreement but the Dcpaxtm~ requests change~ to tl~ completed work or parts thereof which revolve changes to thc original scope of services or character of wodc under this Agrcem~mt, the Subgrantec shall make such revisions as requested and directed by the Departing. Tl~s will be considered as additioml wo~ and will be paid for as spccilied in this Article. Attachment B Project Title: STEP - Impaired Drivin~ Mobilh,n6on ClDM 163) Subgrantee: City of Corl}ua Christi If the Subgramee submits work that does not comply ~ the ~eams of this Agreement, the Depaxtmem shall instma the Sub. met la mi-~ such mmSions as are necessm~ to bring th~ work ~ compliance Th~ Subglante~ Omll make reVmio~ to ~ work al.q~riz~ in thin A~t, ~ aro ne~eqnary to corna:t errors or o,~i~,dom appeanng tha'em, w'mm mqumat m do so by the ~ No additional cCmq~msafiou qhall bo paid for thia work. T~ D~partml~t nhMI not be realX~sl'ble for actions by the Subgtanme or any mats incurred by the Sul:l~ramn¢ reLatinE to additi0~ml wr}rk not ~ mq.qo~int,,~ with or prior to the ~oa of an ameadm~t. ARTICLE 7. REPORTING AND MONITORING Subgrameea must also submit Performane~ and Ann~r reports fix the Labor Day Holiday Cmckdovm ele~r~nically on the Buckle Up Texas website {www.buckleuptexas.com) no htor mforcaxnant period conchidea. The report wiU only include ,~t,, fi'am the Labor Day Holiday C~Mown (August 19 - Sq~mber 5, 2005). The due date for this report is Sqmmaber 20, 2005. T~e l:n~ormance report will include, as a minimum: (1) a ~ of actual accaapliqh~ts m the obj~lives e~abli~xl for the l~riod, (2) reasoas why ~ablir&nl obj*:tives and p~furmaace a~asu~s were not met, if appropriale, and (3) other pertinent iaformatioa, inchJding, when appropriate, an analysis and explaaatioa o£ ~ost u~l~mms, overruns, or high umt costs. T]~ Sub~ant,~e ~ ~ the Final Pe~n~e and Adminiqtxative Evaluataon Report electroaically w~hi. thirty (30) days ~ c.~fiaioa of the ~ant. Tl~ Subgrant~e shall promptly advise the Depaxtm~t m writing of events that will Ilavl~ a significant A. Problems, delay~, or adverse conditions, including a change of project dim~r or other claa%ges in Subgrant~ pexs~d, that will m~t~dally ~ the ability m mai. objectives and performance measures, pronmt the rru~in4g of tnne sch~ules and objectives, or preclude the ni't~inql~lt of project objoctives or perfrmmmoe me~_mm~ by the e~ablish~ ~ pertods. This dmclosure shall be mod by a ~atonllt~t Of the a~'tion tak{~l or c~lfltl~llplatgld ~ any Depammmt or federal assislano: aeodlxl to resolve the sin,atioa. B. Favorable develapmmts or events that enable i~_ '~g time schedules and objectives sooner than anticipated or ax~hieving gr~te~ performanc~ measure oulput than on~nally projected. Attachment B Project Title: STEP - Iron.ed Drivin~ M0biliz~ion ¢IDM 163) Subgr~ntee: City of Corous Christi ARTICLE 8. RECORDS shall make .~mh records available at its office for the rune period ~llltholizl~ withill t~ Gl'all[ Period. as ~onpage I ofthis Grant Agreemeaat. tl~Subgr'ante~fulth~agre~tor~ainaaidlx~:ordsforfour (4) years firom the date of final payme.m under this Agreement. until ctnnpletion of all a,utits, or .ntil pending lifio_o'.~ioa has be~n co,~,letely and fully resolved, whichever occurs laat. Duly a. thorized repmsom~tlv~s ofth~ Depamnent. the USDOT, the Offioe of the InspeO. or ~ Texas State Auditor, ~nd the C.~u~-oller ~ ~hall have access to th~ records. This right of access is not lmted to the four (4) year period but shall last as long as the records are retained. ARTICLE 9. INDEMNIFICATION To the exlent permitted by law, the Subgrantee, ff other than a govemm~t {misty, shall indemnify, hold, and save harmless the l)q~ar'am~ and its officers and employoe~ hum all claims and li~hili~ du~ to li~ acts or omissions of the Subgt-amee, its a~=as, or employees. The Subgrantee also agree, to the ~ l~axmtled by taw, to indeannify, hold, and save haxmless the Depaxlm~ fi~ any ~rut all empens~ incl.ding but not bruited to al~omey fees, all court costs and awards for damages inoxrnM by the DqaarlmmaI in li6?titm or othexwm¢ ~sisting such claims or liabilities a.s a n::sult of any activities oflfi~ Subgranlee, its agmts, or employees Further. to the ext~ lxamitted by law, the Subgran~, ff other tim. a govemnx~ entity, agrees to prote~ mdemnify, and save Imrmless the Department from and aL3'~in~t all claims, demands, and causes of action of every kind and ~han~ter brought by any employe~ of the Subgranlee agninq; the Bqmmnent du~ to personal injuries or demh to such employee msulfing fi'om any allegod neg~ligtmt act. by either commission or omission on the part of the Subgrantee. If the Subgrantee is a govennnent ~ntity, both part~es to this Agmm~nt agree that no party is an ag~nL seanamt, o~ ~nploy~e of the other pasty and each party agrees it is responsible for its indivi&ml acts a~d Izk~i~s, ~ ~ as thfl ~ arul ~ oflts COlllra~fors, ~mployl~s, Ix~reealltlt. iltiv~, alld It~1~11~. ARTICLE 10. DISPUTES AND REMEDIES This Agn~anent superc, edes any prior oral or writlen agaxanents. If a conflict arises between tm~ Agreen~t and the Traffic Safety Program Maim]. this Agreement shall govern_ Th~ Sllbglante/~ ahall be ~blo for the s~zlem~t of all e.,OiltFdr~ml and admini~laalivc iSSU~ 8rising out ofproctumteut v~d~ by Itu: Subgrante~ m suppoa 0fAgrcemmt work. Disputes co~eerni~ performance or payment ~hall be subm/ttod to the Depamm~t for settl~n~nt, with the Exeoative Director or his or her desiguee acting as final referee Attachment B Proje~ Titie: STEP - Imo~ired Drivin~ Mobilization (IDM 163~ Subgrantee: Cit~ of Corou~ Christi ARTICLE 11. TERMINATION of the work covered by this ~. provided that the work has beem completed in a manner satisfaca~/ and acceptable to the Dcparlmmt. The Subgramec shall nat incur nor bc reimbmv~ for any new obl?6ons a~ the effe~v¢ mm of terminntlon. ARTICLE 12. INSPECTION OF WORK The Deparlm~ and, when federal fimds axe revolved, the US DOT, or any authorized mpmsemative thareoff, have the right at all reaso~hle times to inspect or otbetwise ewal,,nt~ the v~rk perfonned or being performed h~e,-,,t~r and the pr~,fis~ in which it is being perfomxxL If aay insp~on or eval.atkm is r~ on the pnmuses of the Subgramee or its mbexxttmO, or, the Subgmnte~ nh.all provide and reqmre as subcontmOxw t~ provide all reasonable facdifies and ass~.auoo for the safay ,~1 convmieace of the inspectors in the performance of their duties. All inspections and ev~nations ~hall be per'formal in such a manner as will not unduly delay the work. ARTICLE 13. AUDIT The Subgx~ntee shall comply with the req~ of the Sin~le Audit Act of 1984, Pubhc Law (PL) 98- 502, ~xsuting that the single audit mpon includes the covet-age s~lato, I in OMB Circular A-133, "Audits of Sta~, Local Government% and Other Non-Profit O ~lx~ni?atioflS_" Tbe stale anditm may c~h,et an audit or invesligalion of any ~ntity receiving funds fr~n the ~ate directly under this Agre~z~nt or indin:~tly throngh a subeontt~t under this Agre~wleat Aexcplance of fxmds of the a.thodty oftbe State Auditor, under the direethm of the legislative audit commim:e, to conduct an audit or mv~i~fioa in commotion with those ftmds. ARTICLE 14. SUBCONTRACTS The Subgraul~ nh.nil not e~ter into any subcontract with iMivid, ml~ or organiratious not a pa~ of the Sublg,miee's ~orEani,'~aon without prior wrCm:n concaucas:e with the subcoatract by the ~. Sulx~hasYas ~nll ~ all required prov/sio~s of thi~ Agn:em~t. No subcontract will relieve the Subgaaut~e of its responsibility under thi~ Agre~:m~mt. ARTICLE 15. GRATUITIES Texas Transportation Comminsion ~ m~nclates that employees of the Depaxtm~ ~hall not accept any beaefit, gift, or favor fi,~., any penon doing business with or who, rea~nnbly spealdnE, may do busmess Attachment B Projex-t Title: STEP - Iml~aired Driving Mobili,-~fion ¢IDM 163) Subgrantee: Ci~ of Cor~us Christi w~th th~ Departm~ ,,~r this Agveemem_ The only excepUous allow~l axe ordinary business bm,~s and items thnt have reCmved the advanced wntam approval of the DepaCmmnt's Executive Dh-eetar. Any person doing busmess with or who reasonably spealcing may do business with tt~ Depattmem under this Agreean~t may not make any offer of benefits, git~s, or favors to Departnmm employees, exc. t:pt as rmmfioned here above. Failure cm the part of the Subgrantee to adhere to this policy may result in terminafon oft}tis A~-e~mumt ARTICLE 16. NONCOLLUSION The Subgr~ntee w-atranta that it has not employed or n~tained any company or person, other than a bona fide employe~ ~rld.g solely for the Subgram~. to solicit o~ secure this Agreemem~ and fha* it has nat paid or agreed to pay any company or pemon, other than a bona fide ,~ut, loyoe, any fee, commission. peree~n~, brokerage fee, ~ or any oth~- coasid~atlon caatingmt upon or rosuJtinE ~'O~1 ~ award or malcinE o£thi~ ~. Iffl~ Subgl'ante~e brv. a,-~h~ or violatm this warmaty, th~ Department nlmll have or consicieration, or otherv~se re~over the fifll amount of such fe~, comnussioa, brokea'age fee, comi%~alt fee, or git'~ ARTICLE 17. CONFLICT OF INTEREST The Subgrantee repl'e~afts that. it or its eanploye~ have no ca:nffhct of interest that wo~ld in any way interfere with its or its e~nployc~s' performance or which in any way conflicts w/th the interests of the D~parttmm~ The Subgr~ntel: nhall ex~rciae rea_~aable care aad dili~oe~e 1~ prevent any a~ions or conditions that could result in a conflict wtth the Department's inlerests. ARTICLE 18. SUBGRANTEE'S RESOURCES The Subg~ntee certifies tjx,at it presently has adequate q.alified personnel m its employttugnt to perform the work ~quired under fills ~ or will be able 1~ ob~in sudl personnel fxom so~r~a ogh~' than tl~ All ~nployees of the Sul~,nm: shall have such knoxvledge and experience as will enable them t~ perform the duties assigr~4 W th~n. Any employee of the Subgrantv~ who, in the opinion of the Depaffmaix~ is ass~:iafion with the proje~. Unless oth~w~se spemfied, the Subgmmee shall furnish all eqmpmem, materials, supplies, and other resources required to perform the work. ARTICLE 19. PROCUREMENT AND PROPERTY MANAGEMENT The Subgnntee shall establish and admini,'ter a sBmttax~ to procure, cam~'ol, prote~:, presea"ve, use, mainlain, and dispose of any property furnished Wtt by the DepartmenI or pumhas~ pummm to ~ Agn~mmt in ac. aordance with its own property rnanagem~ prooxlures, pro~A.~l that the proc~lun~ are not m c,,~flict with the Departm~'s property managemeat procedures or property manag~'m:m ~ardards Attachment B Project Title: STEP - lmoaired Drivim, Mobilizatio~ (IDM 163) Subgrantee: City of Corpus Christi 49 CFR, Part 18, "Unifon'n Admini~a'afive Requiremem~ for Grmzts and ~ Agree~mts to Stale mad Local Gov~'nments," or 49 CFR, Paxt 19 (OMB Cirodar A-Il0), "Uniform AdminiCuative Paatuircma~ for Grants and Agreancnts with Institutions of Hi~her Eda,~tio~, Hospitals, and Other Nonprofit O;Ea~ nirations ' ARTICLE 10. OWNERSHIP OF DOCUMENTS AND INTELLECTUAL PROPERTY Upon completion or II:nnina6oll of this Grant Agreement. whether for cause or at the conwmicnoc of the par~ Ixa~m, all finished or ,m~iO~l docummts, a~t.. sn-~s, surveys, repons, maps, drawings, _m,yl~.Js, pho~ogmphs, crc. prepared by the Subgrnnte~ alld gqttipIlll::~ and supplies purchas~ with grant photographs, ealca,lafioas, and other data pn~md ,ruder this Agreement shall be mneL~ available, upon t~luest, to tbe Dcpartmmat witlx~ restriction or limitation of tier further use. I~llex~,al property consists of copyrights, parrot% and any othex form of intetleo'nal propegty riEht~ any data ba,~s, sof[3naxe, inv~llions, ~ Itmmmln, ~ C[~i~a,n. Of otbor propl4~'nry B All rights to Department The l)qmxlmmt droll own all ofth~ rishts (inchwlins copyd~ht~, copydght applicatk~s, copyright nmewals, and copyd~t oatmsioas), title aM inte~sts in and t~ all ama, an~ writing that ~ will be joint ownc~hi? C. All rights to Subgrantee. Clac~ and materials initially developed by the Subgranteaa without any Oyp¢ of flinging or resource assistance firom the Departmcm to,~ain the Subgrazlle~'s il:~[lo2lllal property. For ~ classes and rnat,~ial~, th~ Dcpartme:at payment Ls limited to payment for attgndan~ at classos. ARTICLE 21. SUCCESSORS AND ASSIGNS Th~ [Mpartmmt and the Subgmntne each binde itself, its sueceasom, executors, as.qi~n~, anti arknmbhators to th: o~h~r pan'y to flaia Agnamaemt and W th~ suco~n*s, era~a~o~, aSfiLZn% and adrnlniq~tdm~ of mmh otber party in ~ to all covenantq of this ~. The Sub~a,~ee shall not assign, sublet, or ARTICLE 2l. CIVIL RIGHTS COMPLIANCE B. Ncmdisctiminatio~r The Subgramee, vath regard to the work gnnfon~xl during the period of this Agrc~-~t~ shall not dl~rirnir~te on the grounds of race, color, sex, national orion, age, religion, or dismhility in th~ s~le~i~l and rgtl~JOll of subo. mha~/ors, inehutinE pro~uremeats of materials al:Id leases of equipment. C. Solicitatioas for subermtracts, including procuremenl of maleriaJs and equipment: In all solicitattons eith~ by competitive bidding or negotiation lm~ by the Subgrantoe for work to be perfortmxl under a Project Title: STEP - lmoaired Drivin~ Mol;a~izatioa (IDM 163) Subgrantee: CRv of Corpus Christi Attachment B subctamact, including procurements of materials and kmses of g each pogatial subeontm~or or supplier shall be notified by the Subgrmatae of the Subgrantee's obli~6ons under this ~ and the r~mlatioils relafiw to nOndisCriminatio~ oil the grounds of racg, color, sex. national origin, age, D. Information and reports: The Subgrant~: shall provide all informalRm and ~ required by the regxflafions, or directives issued pursuant ther~m, and shall perrmt ac__cess to its Ix~oks, n~a:)rds, ~..~:x~mt% Ot~ SU~LrO~ Of [nformatio~ alld it3 fi~iliti~ as may t~ de.mined by the Depaxlm~ or the USDOT to be pertinent to m compli~ with such regulations or dm~c~v~s. WhiTe any information reqtu_,ed oftl~ Subgnmte¢ is in the exclusive possession of another who fails or refuses t~ furmsh this imeormatina, the Subgramoe shall so certify to the Depamnent or the US DOT, whichever is appropriate, and shall se~ forth what efforts the Subgramee has m~t~ to abram the requested information. E. Sanctions for n~ocoaipliance: In the ev~: of the Sub87antee's mmc. ompliance with thc nondiqcrimination provision of this Agre~nent, the Department ~hall unpose such sanctiorm as it or the US DOT may determine to be appropriaZe. lncorpcnation of provisions: The Subgramee shall include the provisions of paragraphs A_ thr~,gh E. in every suboa~lat:t, includinE procar~n~tq of materials and leases of equipm~L unless e~-mpt by thc regnlatiogls o~' ~vgs. The Subg~anteg ~ take such ac~O~l with ~ to any subconlz~t or procureme~ as the D~parOnem may direct as a me, ms of enforcing such provisi~t% ine. Judin$ mom for noncompliance. However, in the event a Subgvamee hecx)raes involvot in. or is thrmtenod with [it~Eation with a su[w. onl:r~'~or or supplier as a result of such direction, thc Subgr'antcg may request lt~ l)epartrnm~ to eh[er into litiLZatlo~ to protect th~ interests o£ tim sta~; and in atklifiolx, the Subgrn rove may United ARTICLE 23. DISADVANTAGED BUSINESS ENTERPRISE It is the policy of the Depamnazt and the USDOT that Disadvantaged Busugss Eaterprks~, as defined in 49 CFR Pm 26, sltall have the oppommity m participate in the l.~ormaaee of agreanm~s financed in whole or in part with fedewal fi,nde. Consequemly, the Di~atlvamaged Business Iqnt,~pris~ req~ of 49 CFR Part 26, apply to this Agn~m~at as ~llows: · 'Fha Sul0gxaxlm ~ tO mum ~ Disadv~ma~o~l Baslnc~ gJaterpris~, as ~ in 49 CFR Part 26, have the opporin,nily m ~l~i~ipa~l~ m th~ pcrfoJrmam~ of agl't~xm~ and m financed in wh~l¢ or tn part with red.al fi,nde. In this regant, t~ Subgrnnt~ ~hall n~lm good faith efforts in accordanc~ with 49 CFR part 26, to insu~ that Di~advnntag~ Busln~ ~ri.~ have the oppormniq/to m for and l:~-form agrm~tg and Sum. · Th~ Subgramee ~ a~y subco[mm:tor shall n~ di~nminaZe on the ~ of' race. co[or. ~ national odin. or di~h~lity in the award and peffo~nee of agroments fhn~d in whole or in These m~ ~hall be mclu,-I~_ in any subcont[a~:t Failure to cany out t~ requn'ements set t-orth above shall c~tim a breach of flais Agreem~t and. ~r the notification of fl~ Department, may result in terminanoa of this Agreement by the Departm~t. or other such remedy as th~ ~t d~ms appropm. Project Title: STEP - lmoldr~d Driving Mobilization (IDM 163) Subgr~ntee: CRv of Corpus Christi Attachment B ARTICLE 24. DEBARMENT/SUSPENSION A Tbe Subgrame¢ certifies, to tbe best of its knowledge and belief, that it and its priacipals: Are not presently d~atred, suspended, proposed for debarment, declared ineligible or voluntarily excluded fi.om cove~l transactions by any federal dcpartmont or agenloy; 2. Have not wdhin a three (3) year pen~ad p __mc~l_ inE this Atp~auont bom c~mvicted of or had a civil judgmt=llt n~dc-red a~irt~t the~l for colrem$si~l of fl'~ld or a criminal o~ m comle~fiOll ~ obtaining am:mtn~ to otnam, or I~forming a ~ state, or local public transacUon or couh act und~ a public transaction; vioIafion of fedea~l or state antitrust statutes; or commassion of star. meres, or receiving stotm property; 3, A~ not presently indicted or otherwise criminally or civilly charg~ by a fiaJeml, state, or local gO--al eall~ty w~h commi~io{l of any of thc offenses emunemted in paragraph A_ 2. Ofthia Article; and 4. Have not, within a thr~ (3) year period p __re¢~_ inE this ~t, had one or more federal, state, or local public transactions terminated for cause or default. B. Where th~ Subgrante~ is ,,nahle to c:n~lafy to any of the ~ts in this Article, such Subgl~nt~ shall attach an explanation to this Agreement. C. The Subgrantee is prohibited fxom making any award or permittinE any awatfl at any tier to any party which is detntrved or suspended or otherwise excluded fi.om or ineligible for pamcipation in federal assistance programs under Executive Order 12549, Debarment and Suspe~ion. D. The Subgramoe shall n:quire any party to a subcomract or purchase order awarded under this Gram ~ to cortify its eligibility to receive federal g~nt fimds, :md, when n~uasted by the D~partmmt, to furnish a copy oftbe certification. ARTICLE 25, LOBBYING CERTIFICATION The Subgtantee certifies to the best of his or her knowledge and belief that: A. No fiMerally approprint~l funds have been prod or will be Pa~d by or on behalf of t~ Sublo-antoe to any pers~ for influencing or a/~mpting to influence an of Y-~cer or cmploy~ of any f~knal agency, a Meanber of Congress, an officer o~ employee of Congress, or an employee ora Membex of Congress m Ca3111a~:~JO~ with thc $.waxclinE of any flN~ral contlact, th~ ~ of any ~ g~rrt, th~ rnakinE Of any ~ loan, thc e~tering into of aay c. xx~era/ave agin:emem~ and the exttmsion, confinua~on, rea~ral, aneadment, or modification of any federal c(nCaacL grant, loan, or cooperative agreear~nt. B. If any funds other than fi:deFal appmpri~Wd funds have bom paid or will be paid to any pcrsen for infl.l~ciag or ntt,~x~atinE to infltleaCe an offc~' or ~attployee of ally fe~.l agency, a Me. her of Congress, an officer or employee of Congress, or an (nnployc~ ora Membar of Congress ia connection cos~ple~ and submit Stnnclnrd Form - LLL, "Disclosure Form to P, gport LobbyinE." in accordance C. ~ Subg~ntt~ .~tall reqUll~ thnt thc ]aagllagc ofth~ certification be iacluded in the award document~ for all ~a,hnwayd$ nt all t1¢1'$ (lIlclodin~ subco[Itl-aX~) and that all subrecipients shall certify and disclose accordinEly Attachment B Projet't Title: STEP - lmoaired Drivine Mobilization (IDM 163) Subgrantee: City of Cor~us Christi This certification is a ma/erial representation of fact upon which relinnce wa~ placed when ~ tmasaceaon was made or ~ntered into. Submission of this certification is a prerequisite for making or entering into this transaO-ion imposed by Section 1352, TRIe 31, U.S. Code. Any p~n~on who fails to file l~e roqui~d certif:~on shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for ARTICLE 26. CHILD SUPPORT STATEMENT Unless the Subgl-am~ is a govemmeatal or non-profi~ mlfity, the Subgram~ o~rtifies tha/it 6ther vail go to the ~'s website ~ below and compl~ the Child Support Statement or alnmdy has a Child Support Statam~t on file with the Depamngat . The Subtg~l~ is n:sponsibl¢ for la~piag the Child Stlppo~ Statesl~ curl~l[ ~ on file with that of~:g for the duration of this Agreement period. The Subgmntee ~ certifies Ih,at the Child Support Statement on file oc~tain~ the child support information for the indivichmlg or business entities mimed in I:his gl'RnL Ul:ld~ Section 231.006, Family Code, the Subgmntee certities that the individnal or business e~dty named in this Agxe~e~ is not indigible to payngnt may be withheld ffthis certification is inaccurate. The form for the Child Support Statement is available on tlle ~ at: htt~://www.dot state tx us/cso/default.htm. Attachment C Project Title: STEP - Impaired Drixang Mobilimtion (IDM 163) Name of Subgrantee: City of Corpus Christi Traffic Safety Project Description L OBJECTIVES AND PERFORMANCE MEASURES The Objectives of this grant are to accomplish the following by April 30, 2006. To increase DWI arrests during the Labor Day Holiday Crackdown and during a sustained DWI enforcement effort from July 1, 2005 thro~,gh April 30, 2006 in locations as defined in Attachment F, Operational Plan. Objectives/Performance Measures A~ Labor Day Holiday Crackdown (August 19 - September 5, 2005) 1. Number of DWI arrests to be made under STEP during Labor Day Holiday Crackdown 2. Number of STEP enforcement hours to be worked B. Sustained Enforcement Effort / DWI OI)erations (July 1, 2005 - April 30, 2006) I Number of DWI arrests to he made under STEP during sustained enforcement effort 2. Number of enforcement hours worked C. Complete administrative and general grant reqmrements as defined in the Action PI~, Attachment D. 1. Submit the following number of Performance Reports, including the Final Performance Report and Administrative Evaluation Report (AER)~ Ten (10) Sustained DWI Operation reports, one (1) Labor Day Holiday Period report and one (1) Final Performance Report and AER_ 2. Submit the following number of Requests for Reimbursement D. Support grant enforcement efforts w~th public information and education (PI&E) as defined in the Action Plan, Attachment D. 1. Conduct a minimum of five (5) presentations. 2 Conduct a minimum often (10) media exposures focusing on the DWI Sustained Effort / I per month (e.g., news conferences, news releases or news interviews). 3. Conduct one (1) media exposure (e.g., news conference, news release or news interview) before the Labor Day Holiday Crackdown 4. Conduct one (1) media exposure (e.g, news conference, news release or news interview) after the Labor Day Holiday Crackdown. 5. Participate in a minimum of three (3) community events (e.g., health fairs, traffic safety booths). 6 Distribute the following number of public information and education materials if applicable. Target I Number~ 24 144 68 406 12 10 lO 1 1 3 500 Traffic Sa/'etv Project Description Page 1 0£4 TxDOT Form 2076-IDM 163 (Rev: 4/26/2005) NOTE: Nothing in this agreement shall be interpreted as a requirement, formal or informal, that a peace officer issue a specified or predetermined number of citations in pursuance of the Subgrantec's obligations hereunder. In addition to the STEP enforcement activities, the subgrantee must maintain baseline non- STEP funded citation and arrest activity due to the prohibition of supplanting RESPONSIBILITIES OF THE SUBGRANTEE: A_ Ca~3' out the objectives and perform~nc,~ measures of this grant by implementing all activities in the Action Plan, Attachment D. B The Objectives/Performance Measures shall be included in each Performance Report and summarized in the Final Performance and Administrative Evaluation Report. C. Submit all required reports to the Department fully completed with the most current information, and within the required time~, as defined in Article 3 and Article 7 of the General T~ms and Conditions, Attachment B of this Grant Agreement. This includes reporting to the Department on progress, achievements, and problems in periodic performance reports. All required documents must be accurate. Inacctuate documents will delay any related Requests for Reimbursement. D. The Subgrantee must enter all Performance and Annex Report data on the Buckle Up Texas Website (www.buckleuotexas.com) no later than the 15a' day of each month for the Sustained Enforcement Effort The report will contain enforcement data from the preceding month's DWI operation(s). Printed versions of the Website reports are acceptable versions for hard copy submissions E The Subgrantec must also enter all Performance and Annei Report data for the Labor Day Holiday Crackdown (Aug. 19 - SepCembor 5, 2005) on the Buckle Up Texas Website (www.buckleuotexas.com} in a report no later than September 20, 2005. The reoort will only contain the enforcement data for the Labor Day Holiday Crackdown. Printed versions of the Website reports are acceptable versions for hard copy submissions F. A Final Performance and Administrative Evaluation Report summarizing all activitie~ and accomplishments will be submitted to the Department electronically via the Buckle Up Te~ Website (www.buckleuotexas.com) no later than thirty (30} days from the grant ending date. G Attend meetings according to the following: 1. The Subgrantee will arrange for meetings with the Department, as indicated in the Action Plan, to present stares of activities and to discuss problems and the schedule for the following quarter's wok 2. The project director or other appropriate, qualified persons will be available to represent the Subgrantee at meetings requested by the Department. H When applicable, all newly developed public information and education (PI&E) materials must be submitted to the Department for written approval prior to final production. Refer to Chapter Five (5), Section Eight (8) of the Traffic Safety Program Manual regarding PI&E procedures. The manual is located at http://www dot. state.tx.us/t rafficsafety/default.htm Traffic Safety Project Description Pa~,e 2 of 4 TxDOT Form 2076-IDM 163 (Rev: 4/26/2005) Attachment C Project T~e: STEP - Impaked Driving Mobilization (1DM 163) Subgrantee: City of Corpus Christi I. For out of state travel expenses to be reimbursable, the Subgrante~ must have obtained the written approval of the Department prior to the besinning of the trip. Grant approval does not satisfy this requirement. For Department district-managed grams, the Subgrantee must have written Department district approval for travel and related expenses if outside of the distric~ boundaries. J. Maintain verification that all expenses, including wages or salaries, for which reimbursemem is requested is for work exclusively related to this project. K. Ensure that this grant will in no way supplant (replace) funds fi.om other sources. Supplanting refers to the use of federal funds to support personnel or any a~tivity already supported by local or state funds. L. The Subgrantee should have a safety belt use policy. If the Subgrantee does not have a safety belt use policy in place, a policy should be implemented during the grant year. M. Carry out the objectives of this grant by implementing the Operational Plan, Attachment F of this Gram Asreemem. N Ensure thai each officer working on the STEP project will complete an officer's daily report form. The form should include: name, date, badge or identification number, type of gram worked, gram site number, mileage (if applicable) (including starting and ending mileage), hours worked, type of citation issued or arrest made, officer and supervisor signatures. O. Ensare that no officer above the rank of Lieutenant (or equivalent title) will be reimbursed for enforcement duty. P. Support grant enforcement efforts with public information and education (PI&E). Salaries being claimed for PI&E activities must be included in the budget. Q. Subgrantees with a traffic unit will milize traffic personnel for this grant, unless such personnel are unavailable for assignment. R. ff an officer makes a STEP-related arrest during the shi~ but does not complete the arrest before the shift is scheduled to end, the officer can continue working under the grant to complete that arrest. S. At the time the signatory for the Subgrante¢ signs the Grant Agreement, provide a leeaer to the Departmem fi.om the enforcement agency head, training officer, or authorized individual certiffying that the officers working DWI enforcement are, or will be, trained in the National Highway Trat~c Safety Administration/international Association of Chiefs of Police Standardized Field Sobriety Testing (SFST). In the case o£a first year subgrantee, the officers must be trained, or scheduled to be SFST trained, by the end of the grant year. For second or subsequent year grants, all officers working DWI enforcement must be SFST trained. T. The Subgrantee should have a procedure in place describing the process for contacting and utilizing Drug Recognition Experts (DRE) when necessary. IlL RESPONSIBILITIES OF THE DEPARTMENT: Traffic Safety Project Description Page 3 of 4 TxDOT Form 2076-1DM 163 (Rev: 4/26/2005) Project Title: STEP - Impaired Driving Mobilization (IDM 163) Subgqantee: City of Corpus Christi Attachment C A. Monitor the Subgrantee's compliance with the performance obligations and fiscal requirements of this GrlLrlt Agreement using appropriate and necessary monitoring and inspections, including but not limited to: 1. review of periodic reports 2. physical inspection of project records 3. telephone conversations 4. e-mails and letters 5 meetings B. Provide program management and technical assistance. C. Attend appropriate meetings. D. Reimburse the Subgnmtee for all eligible costs as defined in the Traffic Safety Project Budget, Attachment E. Requests for Reimbursement will be processed up to the maximum amount payable as indicated on the cover page of the Grant Agreement E. Perform an administrative review of the project at the dose of the grant period to include a review of adherence to the Action Plan, Attachment D and the Traffic Safety Project Budget, Attachment E, and attainment of project objectives. Tra~c Safe~y Pro~eot Description Page 4 of 4 TxDOT Form 2076-IDM 163 (Rev: 4/26/2005) Form 2077-LE (rev 7/1W2004) Page1 of 2 Traffic Safety Project Budget (for Law Enforcement Projects) Attachment E Project Title: STEP - Impaired Ddvincl Mobilizatio~ (IDM 163) Name of Subgrantec: City of CoG)us Christi Wlscal Year: 2005-2006 [] Check here if this is a revised budget. Date l~v~scd: (Round figures to r~-,,cst dollar) Oflaer/ TxDOT State/law~ TOTAL Budge~ Category I - Labor Co,ts (100) S~l~rie$ I .i,,a dcmil,~- A. Enforcement (ovcrtune) 1. O~~: fi50.00 hfs ~, $~5.00 per hr. 19.250 19,250 2. Sexg,~/s: __ Im~. ~ $ per hr. 0 3 Licutmants: __ lux ~ $ pex hr. 0 B. PI&E Actrvifics (overtime) __~r~ @$ p=r hr. 0 C O~'r (Lc., ovcrdmc sc~ff, supaviso~ ntpport, conducting su~cys) Se~ Grant In~'u~tions 37.00 hrs. ~ $35.09 per I~. 1,295 1~295 Total Salarkn ....................................................................... 20~45 0 20r~45 Specify fringe rates: A. Overtime: 21,00% 4,454 4,454 B. Part-Tune: % 0 C Regular Tune: % 0 · ro~ ~,-a~ m~rm_ .............................................................. 4,nsn 0 4~4s4 r Tm.a~ tabor Costs (100 + :tOO) ............................................... 2.4r~9 0 ~,9~ * Budget Det~ Required: As an attachmcm t° thc Imdg~ a justificali°n trod a dclailcd c°st b~nka°wn is ~ezlui~d I for all costs included for Fringe Benefits (200), Travel and Per Dtem (300), Eqmpm~t (400), Supt~ies (500), Contractual S~wices (600). Other Miscellane~s (700). and Indirect Cost Rate C800) T~DOT Focm 2077-1_E (rev. 7/1~2~04) page 2 eft2 Attachment E Project Title: STEP - In~oalred Odv~g I~k]~r~zation {ID~ 163) Fiscal Year: 200~-200~ [] Chock here if this is a revised budget. Date Revised: Budget Category II - Other Direct Costs (300) Travel* Re~ will be in ac~alance with Subgmntee's tr~ve[ pohcy. Subgnm~ tm~ bill ilar actual in,vel cxpe,~,,~ -- n~ to excl~ed the. limi~ r~illlblXlx~abl¢ ~ slal~ law. A_ Travel and Per Diem (includes confcv~n,z~, D"ainin~ work~ho~, and other noa-~xfon:emeaxt travel) ..................... B. Subgramee Enforcemem Vehicle Mileage: mile to ogeram pamal vehicles, not to cx,.~d, the applicable Legislature in flae travel PrO~sions of the Geacral Appropriations Act_ Dozmmm~allOn of'cost per mile is required lmOr m rciml:nn'~anm~. ~,fio0 0o miles @ ~.5o,0o p~ mile ................................ Total Travel .................................................................... (4~0) rn,apmmt'. .............................................................. (500) Suppliea * .............................................................. (600) Contractaa~ Servk~'. ............................................. (7O0) Other A, Regi~aatioa fees (u-~a.~ wock~aom, ~a'~.~ ~.) .................. B Public informalion & education (PI&E) mai. trials 1. EducaQonal items = $__ (eg.: ~ b.m?a- ~cke~, ~ers, fliers, e~c.) 2. pmmo~onal itc:ms = $ C. Other* ...................................................................... Total Other Mis~aneous IL Total Otl~- Di~:t Costs (~0 + 400 + 500 + 6~0 + 700} ............ (Ro,,.,a figu~s to nearest dollar) Off.r/ TzDOT State/Local TOTAL 0 0 0 0 2,030 2,030 0 2?030 2?030 0 0 0 0 0 0 0 0 0 0 o 0 0 0 0 0 0 o 0 0 0 Budget Category ill - Indirect Costs (800) ladirect Corn Rate* (a/ %) .................................. o 0 o Summary: Total Labor Costa _ 24rq99 _ 0 24~99 Tmal Other Dire~t Ce~ta ........................... 0 2,030 2~030 0 0 0 Total [ndin~ct Co~ ........................ __ Grand Total (I+H+[ll) .................................................... ~4,999 2~0~0 27,OZ9 Fumi Se~n:es (P.clx~m Share) .................... 9Z.49% 7.51% * Budg. et Degalll~N:pli~d: As an am~gam~nt to tbeb~ aj~t, aificafion and a detaikM ~}st breakdown is requin:d [ for all costa included for Fringe Benefits (200), Travel and Per Diem (300). Eq~ (400), Supplies (500), Conwacm~ S~x, ices (600), Other lVfisoellaneous (700). and Indirect Cost Rate (8OO) City of Corpus Christi I~e2,2~5 George K. Ncc CITY MANAGEP. PO Box 9277 C~pus Christi Texas 78460 9277 Phone 361480-3220 Fax 361-880-3839 www.cctex~s.com Bill Strawn Tex~ Department of Transportation P. O. Box 9907 Corpus Christi, Texas 78469 Dear Mr. Strawn: In accordance with the Impaired Driving Mobilization STEP grant conm~-t, following individuals have signature authority for the listed grant related documents: the Requests for Reimbursement - Director of Finance, City of Corpus Christi All other grant related documents - Chief of Police, City of Corpus Christi Please contact my office if you should have any further questions. Sincerely, GN/ppe George K. Noe City Manager 2005~2006 Operational Vehicle Cost Rate City of Corpus Christi, Police Department Type of Cost Incurred Amount 1, Vehicle Cost base amount $ 21,500 a. Equipment: 1. Radio $ 3,200 2. Light bar, siren, speaker, headlight flashers $ 1,800 3. Mobil Data Computer $ 5,443 4. Automated Vehicle Location Device $ 7,600 5. Stack mounts $ 297 6. Cage $ 300 7. K~ck Panel $ 200 8. Decaling $ 250 9. Mounts/console $ 393 10. Pushbars $ 150 b. Vehicle ~'eparation (installation of equipment) $ 4,000 2. Sum of vehicle and installed equipment 3. A~nual depreciation a. Vehicle, 2 years straight line $ 10,604 b~_Equipment, 5 years s~traight line $ 735 4. Total annual depreciation co_s_t 5. Annual liability insurance* 6. Annual maintenance costs $ 7,000 7. Annual gasoline usage (39,286 miles @ 21 mpg average per vehicle @ $1.00 per~allon _ $ 1,871 8. Total insurance and maintenance costs per year 9_ Indirect costs (accts payable, payroll, fiscal dept, etc.)** (~11.91% of direct costs (Block 4 + Block 8 '0.1191) 10. Total per year cost of vehicle (Block 4 + Block 8 + Block 9) 11. Average operational cost per vehicle mile (Block 10/39,286 miles) *City is serf-insured updated per Chds McKee 02J17/04 updated per Mike White and Russell Young 02/18/04 Pmpar~l by Pal P_ Eldridge, CCPD Subtotal $ 45,133 $ 11,339 $ $ 8,871 $ 2,407 $ 22,617 $ 0.58 STEPVEHICLECOST.XLS 6/2/2005 7 AGENDA MEMORANDUM City Council Action Date: June 14, 2005 AGENDAITEM: An ordinance appropriating $18,756 from the Department of State Health Services for the Title XX grant in the No. 1066 health grant fund to provide family planning services; and declaring an emergency. ISSUE: The Health District is in receipt of Attachment #04B to Contract #7460005741A- 2005 Change No. 6, with the Department of State Health Services (DSHS). The contract was originally sent through Council on August 17, 2004 in the amount of $291,750. The State decreased it by $271,750 and was resent through Council on January 18, 2005 in the amount of $20,000. The DSHS has amended the contract with an additional $18,756 in financial assistance for maternal, child health, and family planning services, bdnging the total to $38,756. REQUIRED COUNCIL ACTION: Appropriation of funds. PREVIOUS COUNCILACTION: City Council approved the appropriation of grant funding in the amount of $20,000 on January 18, 2005. FUNDING: There is no match funding required. CONCLUSION AND RECOMMENDATION: Recommend City Council to appropriate funding for continuation of public health services. Annette Roddguez, M.P.H. Acting Director of Public Health BACKGROUNDINFORMATION The purpose of this funding is to assist indigent residents to achieve family planning goals, to improve their health status, to reduce the number of unintended pregnancies and to positively affect the outcome of future pregnancies. This service has provided assistance to approximately 173 clients per year. AN ORDINANCE APPROPRIATING $18,756 FROM THE DEPARTMENT OF STATE HEALTH SERVICES FOR THE TITLE XX GRANT IN THE NO. 1066 HEALTH GRANT FUND TO PROVIDE FAMILY PLANNING SERVICES; AND DECLARING AN EMERGENCY. BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CORPUS CHRISTI, TEXAS, THAT: SECTION 1. The appropriation from the Department of State Health Services for the Title XX grant in the No. 1066 Health Grant Fund is increased by $18,756 to provide family planning services. The grant was initially appropriated in August, 2004, in the amount of $291,750, and subsequently decreased by the State to $20,000 in January, 2005. The State has now increased the grant to $38,756. SECTION 2. Upon the written request of the Mayor or five Council members, copy attached, the City Council: (1) finds and declares an emergency due to the need for immediate action necessary for the efficient and effective administration of City affairs, and (2) suspends the Charter rule that requires consideration of and voting upon ordinances at two regular meetings so that this ordinance is passed and takes effect upon first reading as an emergency measure on this the day of ,2005. ATTEST: CITY OF CORPUS CHRISTI Armando Chapa City Secretary Henry Garrett Mayor APPROVED: May 24, 2005 for the City Attorney H:~LEG-DIR~lizabe[h~)epl FiJes~EH Ordinanc. es~Hordl67.doc Corpus Christi, Texas day of ,2005 TO THE MEMBERS OF THE CITY COUNCIL: Corpus Christi, Texas For the reasons set forth in the emergency clause of the foregoing ordinance, an emer- gency exists requiring suspension of the Charter rule as to consideration and voting upon ordinances at two regular meetings: I/we, therefore, request that you suspend said Charter rule and pass this ordinance finally on the date it is introduced or at the present meeting of the City Council. Respectfully, Respectfully, Henry Garrett Mayor Council Members The above ordinance was passed by the following vote: Henry Garrett Brent Chesney Melody Cooper Jerry Garcia Bill Kelly Rex A, Kinnison John E. Marez Jesse Noyola Mark Scott DEPARTMENT OF STATE HEALTH SERVICES 1100 WEST 49TH STREET AUSTIN, TEXAS 78756-3199 STATE OF TEXAS COUNTY OF TRAVIS DSHS Document No 7460005741A2005 Contract Change Notice No. ~ The Department of State Health Services. hereinafter referred to as RECEIVING AGENCY, did heretofore enter into a contract in writing with CORPUS CHRISTI-NUECES COUNTY PUBL1C HEALTH DISTRICT (CITY) hereinafter referred to as PERFORMING AGENCY. The parties thereto now desire to amend such contract attachment(s) as follows: SUMMARY OF TRANSACTION: ATT NO. 04B: CHS - TITLE XX All terms and conditions not hereby amended remain in full force and effect. EXECUTED IN DUPLICATE ORIGINALS ON THE DATES SHOWN. CORPUS CHRISTI (CITY OF) Authorized Contracting Entity (type aN)ye if different from PERFORMING AGENCY) for and in behalf of: PERFORMING AGENCY: CORPUS cmI. ISTI-NLIECES COUNTY PUBLIC HEALTH DISTRICT (CITY) By: By: (Signature of person authorized to sign) (Name and Title) Date: RECOMMENDED: By: (PERFORMING AGENCY Director, if different from person authorized to sign contract RECEIVING AGENCY -' DEPARTMENT OF STATE HEALTH SERVICES (Si gnature of person authorized to sign) Bob Bumetle, Director Procurement and Contractin~ Services Division (Name and Tide) Date: For ~ Attorney Cover Page 1 SC PCSD- Rev. 6/04 DETAILS OF ATTACHMENTS ATt/ DS}tS Program ID/ Amd DSHS Purchase No. Order Number SEAFOOD 01 C0385g0000 CHS/FEE 02A C038877000 ACFH/FEE-FP 03A Begin 09/01/04 09/01/04 09/01/04 CHSFFTLXX 04B 09/01/04 DSHS Document No.7460005741 A2005 Change No. 06 Term Financial Assistance Direct Total mllloullL Assistance (DSHS Share) End Source of Amount Funds* 08/31/05 State 22,500.00 0.00 22,500.00 08/31/05 State 93 994 162,305.00 0.00 162,305.00 08/31/05 State 93994 306,274.00 0.00 306,274.00 08/31/05 93 667 38,756.00 0.00 38,756.00 Totals $52%835.00 $ 0.00 $529.835.00 ~Federal funds are indicated by a number from the Catalog of Federal Domestic Assislance (CFDA), if applicable. REFER TO BUDGET SECTION OF ANY ZERO AMOUNT ATTACHMENT FOR DETAILS. Cover Page 2 DOCUMENT NO. 7460005741A-2005 ATTACHMENT NO. 04B PERFORMING AGENCY: CORPUS CHRISTI-NUECES COUNTY PUBLIC HEALTH DISTRICT (CITY) RECEIVING AGENCY PROGRAM: COMMUNITY HEALTH SERVICES SECTION TERM: September 01, 2004 THRU: August 31, 2005 It is mutually agreed by and between the contracting parties to amend the conditions of Document No 7460005741A2005 -04A as written below. All other conditions not hereby amended are to remain in full force and effect SECTION I. SCOPE OF WORK, fifth paragraph with heading PERFORMANCE MEASURES, is replaced with the following: PERFORMANCE MEASURES The following performance measures will be used to assess in part the PERFORMING AGENCY'S effectiveness in providing the services described in this contract Attachment, without waiving the enforceability of any of the other terms of the contract. PERFORMING AGENCY shall provide medical services to 277 unduplicated clients who live or receive services in the following county(ies)/area: Nueces. The services shall be provided to the clients in the following population categories and in the following numbers: Category Number of Clients Women 19 and Under 61 Women 20 to 34 191 Women 35 and Over 22 Males 3 Total Medical Clients 277 SECTION 1II. BUDGET is replaced with the following: SECTION III. BUDGET: PERFORMING AGENCY shall adhere to the current schedule of allowable services and rates as referenced in SECTION II. SPECIAL PROVISIONS, as amended and approved by the RECEIVING AGENCY. Total payments will not exceed $38,756.00. ATFACHMENT Page 1 8 AGENDA MEMORANDUM DATE: June 14, 2005 SUBJECT: Waldron Road from Purdue to Glen Oak and Mediterranean Extension (Project No. 6274) AGENDA ITEM: Motion authorizing the City Manager, or his designee, to execute a Contract for Professional Services with RVE, Inc. of Corpus Christi, Texas in the amount of $603,420 for Waldron Road from Purdue to Glen Oak and the Mediterranean Extension. (BOND ISSUE 2004) ISSUE: This project was approved November 2, 2004 in the Bond Issue 2004 Package under Proposition No. 1 Street Improvements. An NE contract is required to provide design, bid and construction phase services and requires the approval of City Council before work may begin. FUNDING: Funds for this project are available in the Fiscal Year 2005 Capital Improvement Budget. RECOMMENDATION: Staff recommends approval of the motion as presented. £ 'A~el R. Escobar, P. E., Director of Engineering Services Additional Sum3ort Material: Exhibit "A" Background Information Exhibit "B" Contract Summary Exhibit "C" Location Map BACKGROUND INFORMATION SUBJECT: Waldron Road and Mediterranean Extension Street Improvement Project BOND ISSUE 2004 PROJECT PRIOR COUNCIL ACTION: 1. November 2, 2004 - Resolution expressing official intent to reimburse costs of the 2004 Bond Capital Improvement Projects (Resolution No. 026015). 2. November 9, 2004 - Ordinance canvassing returns and declaring the results of the Special Election held on November 2, 2004, in the City of Corpus Chdsti for the adoption of five bond propositions; adoption of a permanent ad valorem tax freeze on residents homesteads of persons 65 years of age or older or disabled persons and eligible spouses; and adoption of seven amendments to the Charter of the City of Corpus Christi (Ordinance No. 026022). 3. March 29, 2005 - Approval of the FY 2004-2005 Capital Improvement Budget for $178,074,800 (Ordinance 026188). PRIOR ADMINISTRATIVE ACTION: 1. Auqust 26, 2004 - Distribution of Request For Qualifications (RFQ) No. 2004-03 Bond Issue 2004 Projects to 175 engineering firms (70 local and 105 non-local). 2. March 25, 2005 - Addendum No. 1 to the Request for Qualifications (RFQ) No. 2004-03 Bond Issue 2004 Projects to 175 engineering firms (70 local and 105 non-local). 3. April 13, 2005 - Addendum No. 2 to the Request for Qualifications (RFQ) No. 2004-03 Bond Issue 2004 Projects to 175 engineering firms (70 local and 105 non-local). FUTURE COUNCIL ACTION: Approval of construction contract to complete the project as required. PROJECT BACKGROUND: On Tuesday, November 2, 2004, the City of Corpus Christi held an election to consider a number of ballot propositions to fund major capital improvements for the community, Bond Issue 2004. The November 2, 2004 election was held jointly with Nueces County and coincided with the Presidential Election. The Bond Issue 2004 package includes $95 million in projects to be funded from ad valorem property taxes (a General Obligation Bond Issue) in Street, Public Health and Safety, Public Facilities, Parks and Recreation, and Bayfront Master Plan projects. The proposed projects target the City's most immediate needs to improve existing physical facilities, provide for growth, and protect the City's investment in its infrastructure. EXHIBIT "A" I Page 1 of 2 In order to improve the delivery of the Bond Issue 2004 Street projects, the following processes were added to the early stages of the design phase: (1) More detailed and standardized Subsurface Utility Engineering to include Hydro-excavation to determine precise locations and utility classifications of public and pdvate utilities. This allows coordination with local utilities franchises for the timely relocation and avoids costly delays during construction. (2) Wastewater lines cleaning and televising (CCTV) to determine detailed information on the condition and any required repairs/upgrades pdor to the street reconstruction. (3) Land acquisition. On critical projects, land acquisition is proceeding ahead of the project design and being coordinated with the platting process. This allows dedications in lieu of purchase of ROW and easements and avoids future delays and costs for Utility relocations and/or street reconstruction. PROJECT DESCRIPTION: This project consists of Waldron Road reconstruction including the repair of base failures, curb and gutter replacement, pavement reconstruction, lane stdping and markings, upgrading sidewalks and installing wheelchair ramps to meet TDLR requirements. Associated utility improvements will be made where necessary. Project scope includes the extension of Mediterranean Drive from where it currently ends approximately 600 feet west to tie in at Waldron Road. Mediterranean Ddve will be a two lane roadway, with parking lanes which will be constructed to include underground utilities, sidewalks, curb and gutter, street lighting and signalization at the new Waldron and Mediterranean intersection. Storm Water improvements will include a new trunk system for Waldron and offsite improvements for Mediterranean. CONTRACT SUMMARY/FEE: A contract summary and fee is attached as Exhibit B. FINAL PRODUCT: Design, Bid and Construction services will result in street and utility improvements to Waldron Road and the extension of Mediterranean Ddve to connect to Waldron Road. EXHIBIT "A"I Page 2 of 2 CONTRACT SUMMARY CONTRACT FOR PROFESSIONAL SERVICES The City of Corpus Christi, a Texas home rule municipal corporation, P.O. Box 9277, Corpus Christi, Nueces County, Texas 78469-9277 (City) acting through its duly authorized City Manager or Designee (Director of Engineering Services) and RVE~ Inc., a Texas corporation, 820 Buffalo Street, Corpus Christi, Nueces County, Texas 78401, (ArchitectJEngineer - A/E), hereby agree as follows: 1, SCOPE OF PROJECT (Waldron Road - Purdue to Glenoak + Mediterranean Extension ~6274) The project consists of Waldron Road reconstruction including the repair of base failures, curb and gutter replacement, pavement reconstruction, lane stdping and markings, upgrading sidewalks and installing wheelchair ramps to meet TDLR requirements. Associated utility improvements will be made where necessary. Project Scope includes the extension of Mediterranean Drive from where it currently ends approximately 600 feet west to tie in at Waldron Road. Mediterranean Drive will be a two lane roadway with parking lanes and will be constructed to include underground utilities, sidewalks, curb and gutter, street lighting and signalization at the newWaldron and Mediterranean intersection. Storm Water improvements will include a new trunk system for Waldron and offsite improvements for Mediterranean. The project construction budget is $4,488,376. 2. SCOPE OF SERVICES The NE hereby agrees, at its own expense, to perform Professional Services necessary to review and prepare plans, specifications, and bid and contract documents. In addition, NE will provide monthly status updates (project progress or delays, Gantt charts presented with monthly invoices) and provide contract administration services, as described in Exhibit "A" and "A-I", to complete the Project. Exhibit "A-l" provides supplemental description of services to Exhibit "A" and does not intended to supersede services described in Exhibit "A". Work will not begin on Additional Services until requested by the NE (provide breakdown of costs, schedules), and written authorization is provided by the Director of Engineering Services. Contract Summary Page 1 of 3 2. SCHEDULE PROPOSED PROJECT SCHEDULE DAY Friday Monday Wednesday Monday Monday Monday Wednesday Friday Monday (2) Thursday Wednesday Weekday Weekday DATE July 1,2005 August 15, 2005 August 31, 2005 September 19, 2005 October 3, 2005 February 6, 2006 February 22, 2006 March 17, 2006 March 27/April 3, 2006 Apd113, 2006 April 26,2006 TBD TBD ACTIVITY Begin Preliminary Phase Submit Draft Design Memorandum City Review Meeting Submit Final Design Memorandum Begin Design Phase Pre-Final Submittal City Review Meeting Final Submittal Advertise for Bids Pre-Bid Conference Receive Bids Begin Construction Construction Completion 3. FEES Fee for Basic Services. The City will pay the NE a fixed fee for providing for all "Basic Services" authorized as per the table below. The fees for Basic Services will not exceed those identified and will be full and total compensation for all services outlined in Section I.A.1-4 above, and for all expenses incurred in performing these services. For services provided in Section I.A.1-4, NE will submit monthly statements for basic services rendered. In Section I.A.1-3, the statement will be based upon A/E's estimate (and City Concurrence) of the proportion of the total services actually completed at the time of billing. For services provided in Section I.A.4. the statement will be based upon the percent of completion of the construction contract. City will make prompt monthly payments in response to NE's monthly statements. Fee for Additional Services. For services authorized by the Director of Engineering Services under Section I.B. "Additional Services" the City will pay the NE a not-to-exceed fee as per the table below: Contract Summary Page 2 ol~ 3 Fee for Basic Services 1. Preliminary Phase 2. Deel~n Phase 3. Bid Pha~e 4. Construction Phase Subtotal Basic Services Fee Fee for Additional Services (Allowance) 1. Permitting a. USACE/GLO/TCEQ b. TDLR Registration (Authorized) 2. ROW Acquisition Survey a. Roadway (Authorized) b. Offslt~ Drainage ROW 3. Topographic Survey (Authorized) 4. SUE Exploration (Authorized) 5. Public Meeting (one meeting) 6. Construction Observation [15 month duration) 7. Warranty Phase 8. MIUgaUon SUe Acquisition, Surveys, ConstrucUon Plans 8. Sewer Line Televising (Authorized) a. Pre-Design Subtotal Additional Services Fee TOTAL FEES Streets 106,868 2,235 26,443 156~265 2,0t7 0 4,365 16,308 9,446 1,111 68,308 982 0 4,592 0 107,129 263,394 SW 23,932 123,443 2,~a~ 30.544 180,50t 2,329 0 5,042. 10,911 1,283 78,902 0 5,304 0 123,742 304,243 Water 2,340 12,070 252 2,987 17,649 228 0 493 1,847., 1,067/ 125' 7,715 111 0 519 0 12,100 29,749 475 2,448 51 6O6 3,580 48 0 100 374 216 25 1,565 23 0 105~ 0 2,454 6,0~4 TOTAL 47,485 244,829 5,120 60,580 357,994 TBD 4,620 10,000 TBD 37,361 21,640 2,544 156,490 2,250 TBD 10.520 245,425 603,420 Contract Summa~ Page 30f3 ~Mproject~councilexh~b~ts~exh6274 dwg N z ...... "PROJECT LOCATION LOCATION MAP NOT TO SCALE N PROJECT SITES CITY PROJECT No. 6274 VICINITY MAP NOT TO SCALE WALDRON ROAD STREET IMPROVEMENTS FROM PURDUE TO GLEN OAK AND MEDITERRANEAN EXTENSION EXHIBIT 'C' CITY COUNCIL EXHIBIT CiTY OF CORPUS CHRISTI, TEXAS DEPARTMENT OF ENGINEERING SERVICES PAGE: I of 1 DATE: 06-07-2005 9 AGENDA MEMORANDUM DATE: June 14, 2005 SUBJECT: Everhart Road from Saratoga to Cedar Pass (Project No. 6263) AGENDA ITEM: Motion authorizing the City Manager, or his designee, to execute a Contract for Professional Services with Coym, Rehmet and Gutierrez Engineering, of Corpus Christi, Texas in the amount of $631,714 for Everhart Road, Phase 1 from Saratoga to Cedar Pass. (BOND ISSUE 2004) ISSUE: This project was approved November 2, 2004 in the Bond Issue 2004 Package under Proposition No. 1 Street improvements. An NE contract is required to provide design, bid and construction phase services and requires the approval of City Council before work may begin. FUNDING: Funds for this project are available in the Fiscal Year 2005 Capital Improvement Budget. RECOMMENDATION: Staff recommends approval of the motion as presented. ~l'Director of Storm Water Services DirectoLef Water Services Foster Crowell, Director of Wastewater Services scobar, P. E., f Engineering Services Additional Support Material: Exhibit "A" Background Information Exhibit "B" Contract Summary Exhibit "C" Location Map BACKGROUNDINFORMATION SUBJECT: Everhart Road Phase 1, from Saratoga to Cedar Pass (Project No. 6263) BOND ISSUE 2004 PROJECT PRIOR COUNCIL ACTION: 1. November 2, 2004 - Resolution expressing official intent to reimburse costs of the 2004 Bond Capital Improvement Projects (Resolution No. 026015). 2. November 9, 2004 - Ordinance canvassing returns and declaring the results of the Special Election held on November 2, 2004, in the City of Corpus Chdsti for the adoption of five bond propositions; adoption of a permanent ad valorem tax freeze on residents homesteads of persons 65 years of age or older or disabled persons and eligible spouses; and adoption of seven amendments to the Charter of the City of Corpus Christi (Ordinance No. 026022). 3. March 29, 2005 - Approval of the FY 2004-2005 Capital Improvement Budget for $178,074,800 (Ordinance 026188). PRIOR ADMINISTRATIVE ACTION: 1. Auqust 26, 2004 - Distribution of Request For Qualifications (RFQ) No. 2004-03 Bond Issue 2004 Projects to 175 engineering firms (70 local and 105 non-local). 2. March 25, 2005 - Addendum No. 1 to the Request for Qualifications (RFQ) No. 2004-03 Bond Issue 2004 Projects to 175 engineering firms (70 local and 105 non-local). 3. April 13, 2005 - Addendum No. 2 to the Request for Qualifications (RFQ) No. 2004-03 Bond Issue 2004 Projects to 175 engineering firms (70 local and 105 non-local). FUTURE COUNCIL ACTION: Approval of construction contract to complete the project as required. PROJECT BACKGROUND: On Tuesday, November 2, 2004, the City of Corpus Christi held an election to consider a number of ballot propositions to fund major capital improvements for the community, Bond Issue 2004. The November 2, 2004 election was held jointly with Nueces County and coincided with the Presidential Election. The Bond Issue 2004 package includes $95 million in projects to be funded from ad valorem property taxes (a General Obligation Bond Issue) in Street, Public Health and Safety, Public Facilities, Parks and Recreation, and Bayfront Master Plan projects. The proposed projects target the City's most immediate needs to improve existing physical facilities, provide for growth, and protect the City's investment in its infrastructure. EXHIBIT "A" I Page I of 2 In order to improve the delivery of the Bond Issue 2004 Street projects, the following processes were added to the eady stages of the design phase: (1) More detailed and standardized Subsurface Utility Engineering to include Hydro-excavation to determine precise locations and utility classifications of public and private utilities. This allows coordination with local utilities franchises for the timely relocation and avoids costly delays during construction. (2) Wastewater lines cleaning and televising (CCTV) to determine detailed information on the condition and any required repairs/upgrades prior to the street reconstruction. (3) Land acquisition, On critical projects, land acquisition is proceeding ahead of the project design and being coordinated with the platting process. This allows dedications in lieu of purchase of ROW and easements and avoids future delays and costs for Utility relocations and/or street reconstruction. PROJECT DESCRIPTION: The section of Everhart Road bound between Saratoga Blvd. and Cedar Pass Ddve is currently a four-lane curb and gutter section with no continuous center left turn lane. Everhart Road Phase 1 improvements will consist of the reconstruction and widening of the existing four-lane roadway to an artedal (A-1) four-lane roadway with a continuous left rum lane, curb and gutter, sidewalks, driveways, storm water improvements, water improvements, wastewater improvements and the installation of improvements to meet TAS standards as administered thru TDLR. Associated improvements such as pavement markings, traffic signage/traffic control, street lighting will be made as required. New traffic signals will be installed at the intersections of Everhart Road and Snowgoose Street and Everhart Road and Cedar pass Drive. CONTRACT SUMMARY/FEE: A contract summary and fee is attached as Exhibit B. FINAL PRODUCT: Design, Bid and Construction services will result in street and utility improvements to Everhart Road between Saratoga and Cedar Pass. EXHIBIT "A" I Page 2 of 2 CONTRACT SUMMARY CONTRACT FOR PROFESSIONAL SERVICES The City of Corpus Christi, a Texas home rule municipal corporation, P.O. Box 9277, Corpus Christi, Nueces County, Texas 78469-9277 (City) acting through its duly authorized City Manager or Designee (Director or Engineering Services) and Coym. Rehmet & Gutierrez Enclineerin~l. Inc., a Texas corporation, 5656 S. Staples, Suite 230, Corpus Christi, Nueces County, Texas 78411, (ArchitectJEngineer - A/E), hereby agree as follows: 1. SCOPE OF PROJECT Everhart Road Phase 1 - Saratoga to Cedar Pass (Project No. 6263) The section of Everhart Road bound between Saratoga Blvd. and Cedar Pass Drive is currently a four-lane curb and gutter section with no continuous center left turn lane. Everhart Road Phase 1 improvements will consist of the reconstruction and widening of the existing four-lane roadway to an arterial (A-1)four-lane roadway with a continuous left turn lane, curb and gutter, sidewalks, driveways, storm water improvements, water improvements, wastewater improvements and the installation of improvements to meet TAS standards as administered thru TDLR. Associated improvements such as pavement markings, traffic signage/traffic control, street lighting will be made as required. Newtraffic signals will be installed at the intersections of Everhad Road and Snowgoose Street and Everhart Road and Cedar Pass Drive. 2. SCOPE OF SERVICES The A/E hereby agrees, at its own expense, to perform professional services necessary to review and prepare plans, specifications, and bid and contract documents. In addition, NE will provide monthly status updates (project progress or delays, gantt charts presented with monthly invoices) and provide contract administration services, as described in Exhibit "A" and "A-I", to complete the Project. Exhibit "A-I" provides supplemental description of services to Exhibit "A" and is not intended to supersede services described in Exhibit "A". Work will not begin on Additional Services until requested by the NE (provide breakdown of costs, schedules), and written authorization is provided by the Director of Engineering Services. 2. SCHEDULE DAY Wednesday Friday PROPOSED PROJECT SCHEDULE DATE ACTIVITY July 6, 2005 Begin Design Memorandum Phase November 18, 2005 Design Memorandum Pre-Final Submission Contract Summary Page I or 3 Friday Friday Friday Friday Friday Friday Friday Monday (2) Tuesday Wednesday Monday Monday December 2, 2005 December 16, 2005 December 23, 2005 July 7, 2006 July 21,2006 August 25, 2006 September 15, 2006 October 22 & 29, 2007 November 13, 2007 December 5, 2007 March, 2008 March, 2009 City Review Design Memorandum Final Submission Begin Design Document Phase Design Document Pre-Final Submission City Review Design Document Final Submission City Review Advertise For Bids Pre-Bid Conference Receive Bids Begin Construction Construction Completion FEES Fee for Basic Services. The City will pay the NE a fixed fee for providing for all "Basic Services" authorized as per the table below. The fees for Basic Services will not exceed those identified and will be full and total compensation for all services outlined in Section I.A.1-4 above, and for all expenses incurred in performing these services. For services provided in Section I.A.1-4, NE will submit monthly statements for basic services rendered. In Section I.A.1-3, the statement will be based upon A/E's estimate (and City Concurrence) of the proportion of the total services actually completed at the time of billing. For services provided in Section I.A.4, the statement will be based upon the percent of completion of the construction contract. City will make prompt monthly payments in response to NE's monthly statements. Fee for Additional Services. For services authorized by the Director of Engineering Services under Section I.B. "Additional Services" the City will pay the NE a not-to-exceed fee as per the table below: Contract Summary Page 2 or 3 Summary of Fees EVERHART ROAD PHASE 1 - SARATOGA TO CEDAR PASS (Project No. 6263) Fee for Basic Services Street Storm water Water 1. Preliminary Phase 86,608 11,620 11,739 2. Design Phase 150,594 20,204 20,412 3. Bid Phase 7,488 1,004 1,014 4. Construcllon Phase 41,855 5,615 5,673 Subtotal Basic Services Fees 286,545 38,443 38,838 Fee for Additional Services (Allowance) 1. Permit Preparation (as applicable) (AUTHORIZED) TXDOT NPDE$ PermJl/Amendments Texas Department ol~ License and Regulation Total Perml[~lng 2. Topographic Survey (AUTHORIZED) 3. Environmental Issues 4. Construction Observation Services 5. Wan'anb/Phase 6. Hydro-Excavation (AUTHORIZED) 7. Public Meeting (AUTHORIZED) Sub-Total Additional Services Fees Authorized Waste Totals Water 9,823 119,790 17,080 208,290 849 10,355 4,747 57,890 32,499 396,325 Total Authorized Fee 3,976 534 451 539 5,500 8,332 1,984 631 994 12,141 0 0 0 0 0 124,674 16,727 16,899 14,140 172,440 3,511 457 461 279 4,708 0 0 17,500 17,500 35,000 4,049 543 549 459 5,600 144,542 2045 37,691 33,911 233,389 431,087 58,688 75.529 66,410 631,714 Contract Summar~ Page 3 of 3 LOCATION MAP NOT TO SCALE / / PROJECT LOCATION & EXTENTS PROJECT # 6263 VICINITY MAP NOT TO SCALE EVERHART ROAD, PHASE 1 STREET IMPROVEMENTS FROM SARA TOGA TO CEDAR PASS DR EXHIBIT 'C' CITY COUNCIL EXHIBIT CITY OF CORPUS CHRIST/, TEXAS DEPARTMENT OF ENGINEERING SERVICE~ PAGE: I o1' 1 DATE: 05-26-2005 10 AGENDA MEMORANDUM DATE: June 14, 2005 SUBJECT: Street Resurfacing Project (BOND ISSUE 2000) · Up River Road - from IH 37 to Leopard Street (Project No. 6141 ) · Ayers Street- from SPID to Port Avenue (Project No. 6142) · Gollihar Road - from Crosstown Expressway to Kostoryz Road (Project No. 6143 AMENDMENT NO. 5 AGENDA ITEM: Motion authorizing the City Manager, or his designee, to execute Ratification of Amendment No. 5 to the Contract For Professional Services with LNV Engineering for a total fee of $112,114, for a total re-stated contract fee of $1,013,119, for the Street Resurfacing Project (BOND ISSUE 2000) · Up River Road - from IH 37 to Leopard Street · Ayers Street- from SPiD to Port Avenue · Gollihar Road - from Crosstown Expressway to Kostoryz Road ISSUE: The proposed Amendment No. 5 provides the following services: · Basic Services - Construction Phase Services for the Street Resurfacing Project along Up River Road, Ayers Street, and Gollihar Road · Additional Services - Construction Observation Services for the Street Resurfacing Project along Up River Road, Ayers Street, and Gollihar Road The proposed Amendment surpasses the maximum limit of $25,000 for an administrative approval; and therefore, requires Council Action. FUNDING: Funding is available from the FY 2004-2005 Capital Improvement Budget. RECOMMENDATION: Staff recommends approval of the motion as presented. scobar, P. E., Director of Engineering Services Additional Support Material: Exhibit "A" Background Information Exhibit "B" Location Map Exhibit "C" Prior Actions BACKGROUND INFORMATION SUBJECT: Street Resurfacing Project (BOND ISSUE 2000) · Up River Road - from IH 37 to Leopard Street (Project No. 6141 ) · Ayers Street- from SPID to Port Avenue (Project No. 6142) · Gollihar Road - from Crosstown Expressway to Kostoryz Road (Project No. 6143 AMENDMENT NO. 5 BACKGROUND INFORMATION: This project was approved under the November 2000 Bond Election. The original intent of this project was to perform base repairs and provide an overlay along Up River Road, Ayers Street, and Gollihar Road. As part of the initial Design Phase, the Water and Wastewater Master Plans were reviewed to determine if any major utility lines were programmed to be installed in the street pavement within the affected areas. It was determined that: · Up River Road was listed as needing a 24" waterline installed within the next 2 years · Ayers Street and Gollihar Road would require a 16-inch water line replacement · Due to historical problems with the wastewater line on Gollihar Road, the existing 8-inch sanitary sewer line on Gollihar Road would need to be replaced Additionally, Preliminary Phase work included field investigations of the existing utilities under the pavement section to prevent any repairs to these systems after performing the overlay project. The field investigations resulted in the dLscovery that a majority of the sanitary sewer lines required either replacement or structural upgrades. Amendment No. 2 to the Contract For Professional Services, approved by City Council on December 11,2001, was issued to the ConsuLtant for design services necessary to replace additional utility lines. During the Design Phase, it was determined that the existing 8-inch ductile iron and asbestos cement water lines located behind the curb on Ayers Street should be replaced due to: · System Integrity: These lines are over 30 years old and have exceeded their useful life. · Pavement Integrity: By replacing the Lines located adjacent to the new street work, the likelihood of water leaks damaging the new pavement will be greatly reduced. EXHIBIT "A" J Page 1 of 4 · The need to minimize the number of water taps onto the new water trunk lines being installed. Based upon results of the Master Plans, field investigations and design work to date, it is possible to eliminate the Wastewater Lift Station on Crosstown Expressway at the Mission Shopping Center. The opportunity to eliminate this lift station will reduce the operating, maintenance and capital expenses associated with the station. It is the best interest of the City to include this additional design service within the scope of this contract to coordinate the wastewater line replacement within the project limits and expedite elimination of the lift station. The projects will be split into three (3) separate construction contracts: · Part A- Up River Road · Part B - Ayers Street and Gollihar Road · Part C - Mission Center Sanitary Sewer Relocation AMENDMENT NO. 5: Amendment No. 5 provided for Consultant Engineer Basic Services and Additional Services-Construction Observation Services as follows: BASIC SERViCES-Construction Phase Services: Up River Road - from IH 37 to Leopard Street - Additional design work was required to enhance the reliability of existing feeds to cdtical refineries. These improvements were for the 24-inch water transmission main which service the refineries in the area. In addition, water line route changes were required to avoid conflicts with existing utilities, which required additional bends, valves, fittings and additional length of pipe for 8-inch, 12-inch, 16-inch, and 24-inch water lines. Also included in this additional work by Change Order No. 1 was the extension of street reconstruction and 2-inch oveday from Leopard Street through Nueces Bay Boulevard approximately 11,000 square yards. This area was not within the odginal project scope, but was added to rehabilitate and maintain the integrity of the area. If this pavement reconstruction would not have been performed, severe asphalt failure would occur in the near future. With this additional street reconstruction, Up River Road was completely reconstructed from IH 37 through Nueces Bay Boulevard. Avers Street - from SPID to Port Avenue - During the construction activities multiple changes were required. In several cases, the improvements were extended beyond the original construction limits as requested by the City and authorized by Change Orders. These changes required additional engineering during the construction phase. Also included in this additional work was the extension of street reconstruction on Ayers Street from the Port/Ayers intersection to Horne Road. This area was not within the original project scope, but was added to rehabilitate and maintain the EXHIBIT "A" I Page 2 of 4 integrity of this area. Street reconstruction and overlay for this area was approximately 78,000 square yard s. An additional 3,100 linear feet of 8-inch water line, valves, and fittiings was also included in this area. The existing pavement was in a deteriorated condition and was reconstructed. With this additional street reconstruction, Ayers Street was completely reconstructed from S.P.I.D. to Home Road. Gollihar Road - from Crosstown Expressway to Kostorvz Road - During the construction activities multiple changes were required. A major conflict was with a 12-inch gas line approximately 12-feet deep. Contaminated soil was also encountered in the area of Gollihar Road and Ayers Street intersection which required a substantial amount of coordination between the Contractor, City, and Engineer. Changes included additional work to avoid conflicts with existing utilities for this area. These changes required additional engineering during the construction phase, which include additional Traffic Control Plans and Coordination for nighttime work, and closures to reduce construction impacts on the traveling public. In addition, 5,000 linear feet of new 8-inch water line for distribution was added on Gollihar Road to increase realiability as authorized by Change Order. ADDITIONAL SERVICES-Construction Observation Services: Up River Road - from IH 37 to Leol)ard Street - Due to change orders, an additional 135 calendar days have been added to the project. The construction observation services budget has been adjusted to complete the project. Avers Street - from SPID to Port Avenue - Due to change orders, an additional 100 calendar days have been added to the project. The construction observation services budget has been adjusted to complete the project Gollihar Road - from Crosstown Expresswav to Kostorvz Road - Due to change orders, an additional 100 calendar days have been added to the project. The construction observation services budget has been adjusted to complete the project. Administrative approval of Change Order No. 2 to the construction contract with BRH Gan/er, inc. from Houston, Texas in the amount of 23,547.50 for the Street Resurfacing and Utility Improvements Par[A: Up River Road. CONCLUSION: All work is complete on the proposed Ratification of Amendment No. 5. Construction Contract Par[ A Up River Road and Construction Contract Par[ BAyers Street and Goilihar Road are ready for project dose-out procedures as all specified work is complete. No additional change orders to the Construction Contract are required; and no additional amendments to the Contract For Professional Services are required. I EXHIBIT"A" J Page 3 of 4 H:/USERS2~HOME/VELMAP/GEN/STREEI~614 I~AMENDMENT NO 5~,AGENDA BACKGROUND SUMMARY OF FEES: Following is a breakdown of the fee for Amendment No. 5. AMENDMENT NO. 5 Street [ Water I Wastewater I Total Basic Services Construction Phase Up River $17,967.00 $27,000.00 $0.00 $44,967.00 Ayers 3,140.00 12,550.00 5,230.00 20,920.00 Gollihar 0.00 3,489.00 10,460.00 13,949.00 Subtotal 21,107.00 43,039.00 15,690.00 79,836.00 Additional Services Construction Observe Up River 6,348.00 9,522.00 0.00 15,870.00 Ayers 1,460.00 5,900.00 2,470.00 9,850.00 Gollihar 0.00 1,638.00 4,920.00 6,558.00 Subtotal 7,828.00 17,060.00 7,390.00 32,278.00 Total $28,935.00 $60,099.00 $23,080.00 $112,114.00 EXHIBIT "A" I Page 4 of 4 ~ Mprojec~ ~ counc~'lexh ~ 6141 dwg PROJECT LOCA TION~N CORPUS CHRISTI BAY LOCATION MAP NOT TO SCALE _EOPARD PROJECT # 6141 BUFFALO VICINITY MAP NOT TO SCALE Westgat~ ,, EXHIBIT "B" UP RIVER ROAD- IH 37 TO LEOPARD ST CITY OF CORPUS CHRISTI, TEXAS CITY COUNCIL EXHIBIT DEPARTMENT OF ENGINEERING SER~CES PAGE: 1 of 3 DATE: 05-12-2005 ~ Mpro]ecl ~ councilexhibits ~ exh~ 142.dwg NUEC£5 BA~ N LEOPARD ' S .,NE CORPUS CHRISTI BAY g PROJECT LOCATION & EXTENTS PROJECT # 6142 LOCATION MAP EXHIBIT "B" A YERS STREET-FROM SPID TO PORT A VENUE CITT OF CORPUS CHRISTI, TEXAS CITY COUNCIL EXHIBIT DEPARTMENT OF ENGINEERING SERVICES PAGE: 2 of 3 DATE: 05- 12-2005 ~ Mpro]ec t ~ coutlcilexi~ib~ ls ~ exh~14.,~, dwg NUEC'E~ BA ~ N LEOPARD CORPUS CHRISTI BAY W. POINT PROJECT LOCATION & EXTENTS PROJECT # 6143 LOCATION MAP NOT TO E, C. ALE GOLLIHAR RD-FROM CROSSTOWN EXPRESSWAY TO KOSTORYZ ROAD CITY OF CORPUS CHRISTI, TEXAS EXHIBIT 'B" CITY COUNCIL EXHIBIT DEPARTMENT OF ENClNEERING SERVICES PAGE: 3 of: 3 OAT£: 05- 12-2005 PRIOR ACTIONS SUBJECT: Street Resurfacing Project (BOND ISSUE 2000) · Up River Road - from IH 37 to Leopard Street (Project No, 6141) · Ayers Street-from SPID to Port Avenue (Project No. 6142) · Gollihar Road - from Crosstown Expressway to Kostoryz Road (Project No. 6143 AMENDMENT NO. 5 PRIOR COUNCIL ACTION: 1. November 14, 2000 - Ordinance canvassing returns and declaring the results of the Special Election held on November 7, 2000, in the City of Corpus Chdsti for the adoption of seven propositions; adoption and levying a sales and use tax pursuant to Section 4A of The Development Corporation Act as approved by the voters in Propositions 4 and 5 (Ordinance No. 024269). 2. April 24, 2001 - Motion authorizing the City Manager, or his designee, to execute a Contract For Professional Services with LNV Engineering, Inc. in the amount of $519,000 for the Street Resurfacing Project along the following streets: (BOND ISSUE 2000) (Motion No. M2001-160) · Up River Road - From IH 37 to Leopard Street · Ayers Street- from SPID to Port Avenue · Gollihar Road - Crosstown Expressway to Kostoryz 3. December 11, 2001 - Motion authorizing the City Manager, or his designee, to execute Amendment No. 2 to the Contract For Professional Services with LNV Engineering, Inc. in the amount of $125,950 for the Street Resurfacing Project along the following streets: (BOND ISSUE 2000) (Motion No. M2001-464) · Up River Road - From IH 37 to Leopard Street · Ayers Street- from SPID to Port Avenue · Gollihar Road - Crosstown Expressway to Kostoryz · SPID 30-Inch Water Line Relocation to Johanna Street 4. June 18, 2002 - Motion authorizing the City Manager, or his designee, to execute Amendment No. 4 to the Contract For Professional Services with LNV Engineering, Inc. in the amount of $238,860 for the Street Resurfacing Project along the following streets: (BOND ISSUE 2000) (Motion No. M2002-169) · Up River Road- From IH 37 to Leopard Street · Ayers Street- from SPID to Port Avenue · Gollihar Road - Crosstown Expressway to Kostoryz · SPID 30-Inch Water Line Relocation to Johanna Street · Mission Center Sanitary Sewer Relocation EXHIBIT "C" I Page 1 of 3 PRIOR COUNCIL ACTION (continued): 5. October 8, 2002 - Motion authorizing the City Manager, or his designee, to award a construction contract to BRH Garver, Inc. from Houston, Texas in the amount of $2,241,537 for the Street Resurfacing and Utility Improvements Part A: Up River Road (Motion No M2002-333). 6. October 8, 2002 - Motion authorizing the City Manager, or his designee, to award a construction contract to King-Isles, Inc. fi87rom Corpus Christi, Texas in the amount of $4,981,673 for the Street Resur[acing and Utility Improvements Part B: Ayers StreetJGollihar Road (Motion No. M2002-334) 7. May 13, 2003 - Motion authorizing the City Manager, or his designee, to execute Change Order No. 1 to the construction contract with King-Isles, Inc. from Corpus Christi, Texas in the amount of $147,073 for the Street Resudacing and Utility Improvements Part B: Ayers Street/Gollihar Road (Motion No. M2003-170). 8. October 14, 2003 - Motion authorizing the City Manager, or his designee, to execute Change Order No. 3 to the construction contract with King-Isles, Inc. from Corpus Christi, Texas in the amount of $667,105.25 for the Street Resurfacing and Utility Improvements Part B: Ayers StreeVGollihar Road (Motion No. M2003-342). 9. February 10, 2004 - Approval of the FY 2003 - 2004 Capital Improvement Budget for $173,624,300 (Ordinance No. 025647). 10. April 20, 2004 - Motion authorizing the City Manager, or his designee, to execute Change Order No. 1 to the construction contract with BRH Garver, Inc. from Houston, Texas in the amount of $148,830.32 for the Street Resurfacing and Utility Improvements Part A: Up River Road (Motion No. M2004-157). 11. October 21,2004 - Motion authorizing the City Manager, or his designee, to execute Change Order No. 3 to the construction contract with BRH Garver, Inc. from Houston, Texas in the amount of $290,357.69 for the Street ResurEacing and Utility Improvements Part A: Up River Road (Motion No. M2004-410). PRIOR ADMINISTRATIVE ACTION: 1. October 18, 2000 - Distribution of Request For Qualifications (RFQ) No. 2000-08 (Public Health and Safety, Parks and Recreation, Street Improvement Projects) to 73 local architectural and engineering firms. 2. November 10, 2000 - Addendum No. 1 to the Request For Qualifications (RFQ) No. 2000-08 (Public Health and Safety, Parks and Recreation, Street Improvement Projects) to 73 local architectural and engineering firms. 3. January 10, 2001 - Addendum No. 2 to the Request For Qualifications (RFQ) No. 2000-08 (Public Health and Safety, Parks and Recreation, Street Improvement Projects) to 73 local architectural and engineering firms. 4. June 22, 2001 - Administrative approval of Amendment No. 1 to the Contract For Professional Services with LNV Engineering, Inc. in the amount of $14,995 for the Street Resurfacing Project along the following streets: (BOND ISSUE 2000) · Up River Road - From IH 37 to Leopard Street · Ayers Street- from SPID to Port Avenue · Gollihar Road - Crosstown Expressway to Kostoryz EXHIBIT "C" I Page 2 of 3 PRIOR ADMINISTRATIVE ACTION (continued): 5. January 28, 2002 - Administrative approval of Amendment No. 3 to the Contract For Professional Services with LNV Engineering, Inc in the amount of $2,200 for the Street Resurfacing Proiect along the following streets: (BOND ISSUE 2000) · Up River Road- From IH 37 to Leopard Street · Ayers Street - from SPID to Port Avenue · Gollihar Road - Crosstown Expressway to Kostoryz · SPID 30-Inch Water Line Relocation to Johanna Street 6. July 30, 2003 - Administrative approval of Change Order No. 2 to the construction contract with King-Isles, Inc. from Corpus Christi, Texas in the amount of $22,600 for the Street Resurfacing and Utility Improvements Part B: Ayers Street/Gollihar Road. 7. April 2, 2004 - Administrative approval of Change Order No. 4 to the construction contract with King-Isles, Inc. from Corpus Christi, Texas in the amount of $16,400 for the Street Resurfacing and Utility Improvements Part B: Ayers Street/Gollihar Road. 8. Apd112, 2004 - Administrative approval of Change Order No. 5 to the construction contract with King-Isles, Inc. from Corpus Christi, Texas in the amount of $24,638 for the Street Resurfacing and Utility Improvements Part B: Ayers Street/Gollihar Road. 9. May 13, 2004 - Administrative approval of Change Order No. 6 to the construction contract with King-Isles, Inc. from Corpus Christi, Texas in the amount of $24,883 for the Street Resudacing and Utility Improvements Part B: Ayers Street/Gollihar Road. 10. June 11,2004 - Administrative approval of Change Order No. 7 to the construction contract with King-Isles, Inc. from Corpus Christi, Texas in the amount of $20,536 for the Street Resurfacing and Utility Improvements Part B: Ayers Street/Gollihar Road. June 30, 2004 - Administrative approval of Change Order No. 2 to the construction contract with BRH Garver, Inc. from Houston, Texas in the amount of 23,547.50 for the Street Resuffacing and Utility Improvements Part A: Up River Road. January 13, 2005 - Administrative approval of Small NE Agreement with Farrera Architects in the amount of $11,000 for the Street Resurfacing Project along the following streets: (BOND ISSUE 2000) · Up River Road - From IH 37 to Leopard Street · Ayers Street - from SPID to Port Avenue · Gollihar Road - Crosstown Expressway to Kostoryz February 4, 2005 - Administrative approval of Change Order No. 4 to the construction contract with BRH Garver, Inc. from Houston, Texas in the amount of 20,948.50 for the Street Resurfacing and Utility Improvements Part A: Up River Road. 11. 12. 13. EXHIBIT "C" I Page 3 of 3 11 AGENDA MEMORANDUM Cltv Council Action Date: June 14, 2005 SUBJECT: Fire Station No. 12 Re-Reel 2005 AGENDA ITEM: Motion authorizing the City Manager, or his designee, to award a construction contract to Sechrist Hall Company [rom Corpus Christi, Texas in the amount of $33,884.40 for the Fire Station No. 12 Re-Roof. ISSUE: The project consists of the re-roofing of Fire Station No.12 (located at 2120 Rand Morgan Road), a one-story structure built in the early 1960's. It is unclear if the current roof is the original 43-year-old roof or if it is approximately 20 years old. Regardless of its age, the current roof shows much wear and deterioration and needs to be replaced before even more serious leakage occurs, causing damage to the structure and the interior. The contract has been bid and is ready for the construction award_ City Council action is required to complete this project. FUNDING: Funding is available from the FY 2004-2005 Operating Budget (Maintenance Service Fund). RECOMMENDATION: Staff recommends approval of the motion as presented. D I~E. ector of General Services A,,l~gel R. Escobar, P.E. Director of Engineering Services Additional Supoort Material: Exhibit "A" Background Information Exhibit "B" Bid Tabulation Exhibit "C" Project Budget Exhibit "D" Location Map AGENDA BACKGROUNDINFORMATION SUBJECT: Fire Station No. 12 Re-Rool~ 2005 (Project No. 5152) PRIOR COUNCIL ACTION: 1. July 27, 2004 - Ordinance adopting the City of Corpus Christi Budget for the ensuing fiscal year beginning August 1,2004, to be filed with the County Clerk; appropriating monies as provided in the budget. (Ordinance No. 025878) PRIOR ADMINISTRATIVE ACTION: 1. January 4, 2005 - Administrative approval of a small agreement for architect/engineer consultant services with Roots/Foster Associates Architects in the amount of $6,800 for the Fire Station No. 12 Re-Roof 2005. 2. January 31, 2005 - Administrative approval of a small agreement for asbestos services with Health & Safety Management Inc. in the amount of $455 for the Fire Station No. 12 Re-Roof 2005. BACKGROUND INFORMATION: Fire Station No.12 (located at 2120 Rand Morgan Road) is a one-story structure built in the eady 1960's. It is unclear if the current roof is the odginal 43-year-old roof or if it is approximately 20 years old (having been replaced near the mid- point of the building's life). Regardless of its age, the current roof shows much wear and deterioration and needs to be replaced before even more serious water leakage occurs, causing damage to the structure and the interior. PROJECT DESCRIPTION: The project consists of the removal of the existing gravel- surfaced, built-up roofing and dgid insulation and the installation of a new 20-year modified bitumen roof with cap sheet, including replacement of wood and metal fascia, stops, gutters and downspouts, flues and vents on approximately 5,400 square feet of roof area at Fire Station No.12. BID INFORMATION: The City received proposals from four bidders on May 25, 2005 (see Exhibit "B" Bid Tabulation). The estimated cost of construction is $46,800. The bids range from $33,884.40 to $56,000.00. The consultant (Roots/Foster Associates Architects) and City staff recommend that the construction contract be awarded in the amount of $33,884.40 to Sechrist Hall Company o[ Corpus Chdsti, Texas. CONTRACT TERMS: The contract specifies that the project will be completed in 70 calendar days with completion anticipated by September 2005. EXHIBIT "A" Page 1 of 1 IEXHIBIT "B" Page 1 of I I PROJECT BUDGET Fire Station No. 12 Re-Roof2005 (Pr~ectNo. 5152) June 14, 2005 FUNDS AVAILABLE: Maintenance Service Fund FUNDS REQUIRED: Construction (Sechrist Hall Company) .............................. Contingencies (10%) ................................................... Professional Se~ces (Roots/Foster Assoc. Architects) Engineering Reimbursements ....................................... Construction Inspection Activity ..................................... Misc. (Printing, Advertising, etc.) .................................... Total ........................................................................ $48,762.40 $33,884.40 3,388.00 6,800.00 1,419.00 3,050.00 221.00 $48,76~.~ EXHIBIT 'C" H:~HOe~E~C~c~h~e'~GEN~Pub~¢ He~zh & S~e¥5152'~r~= Bu~ Page I of 1 \ Mproject \ councilexhibits \ exh5152.dwg N PROJECT LOCATION NUECES BAY PROJECT No. 5'152 LOCATION MAP FIRE STATION NO. 12 RE-ROOF CITY OF CORPUS CHRISTI, TEXAS EXHIBIT "D' CITY COUNCIL EXHIBIT O,rc~:~ARI~iENT OF ENGINEERING SERVICES PAGE: 1 o f 1 DATE: 06/07/2005 12 AGENDA MEMORANDUM CItv Council Action Date: June 14, 2005 SUBJECT: Minor Storm Drainage Improvements - Westview Drive Ditch AGENDA ITEM: Motion authorizing the City Manager, or his designee, to award a construction contract to Big State Excavation from Houston, Texas in the amount of $560,230.00 for the Minor Storm Drainage Improvements - Westview Drive Ditch. ISSUE: This project is part of the Council-approved Storm Water Capital Improvement program's $55 million list of priodty projects. Residents near Westview Ddve Ditch have expressed concern about poor drainage at the cul-de-sac where storm water drains into the existing flume. The contract has been bid and is ready for the construction award. City Council action is required to complete this project. FUNDING: Funds to finance the proposed project are available through the FY 2004-2005 Storm Water Capital Improvement Budget. RECOMMENDATION: Staff recommends approval of the motion as presented. Valerie Gray, Director of Storm Water Services scobar, P.E. Director of Engineering Services AddlUonal Supl3ort Material: Exhibit "A" Background Information Exhibit "B" Bid Tabulation Exhibit 'C" Project Budget Exhibit "D" Location Map AGENDA BACKGROUND INFORMATION SUBJECT: Minor Storm Drainage Improvements - Westview Drive Ditch PRIOR COUNCIL ACTION: 1. Mamh 29, 2005 - Approving the FY 2005 Capital Budget in the amount of $178,074,800. (Ordinance No. 026188) 2. October 19, 2004 - Motion authorizing the City Manager, or his designee, to award Amendment No. 1 to a Contract for Professional Services with Martinez, Guy and Maybik, Inc. of Corpus Christi, Texas in the amount of $67,800 for a total restated fee of $92,760 for Minor Storm Drainage Improvements at the following locations: (Motion No. 2004-388) · Westview Drive Drainage Improvements · Pdncess at Cardinal Drainage Improvements · Wood River and River Canyon Area Drainage Improvements · Jester/'Turtle Cove Park Drainage Improvements · Glenoak/Flour Bluff Drive Drainage Improvements, Phase 1 PRIOR ADMINISTRATIVE ACTION: 1. February 20, 2002 - Distribution of Request For Qualifications (RFQ) No. 2002-01 (Aviation, Street, Water, Wastewater, Gas Improvement Projects) to 42 engineering firms (28 local and 14 out-of-town). 2. Mamh 13, 2002 - Addendum No. 1 to the Request for Qualifications (RFQ) No. 2002- 01 (Aviation, Street, Water, Wastewater, Gas improvement Projects) to 42 engineering firms (28 local and 14 out-of-town). 3. Mamh 15, 2002 - Addendum No. 2 to the Request for Qualifications (RFQ) No. 2002- 01 (Aviation, Street, Water, Wastewater, Gas Improvement Projects) to 42 engineering firms (28 local and 14 out-of-town). 4. Mamh 26, 2002 - Addendum No. 3 to the Request for Qualifications (RFQ) No. 2002- 01 (Aviation, Street, Water, Wastewater, Gas Improvement Projects) to 42 engineering firms (28 local and 14 out-of-town). 5. March 28, 2002 - Addendum No. 4 to the Request for Qualifications (RFQ) No. 2002- 01 (Aviation, Street, Water, Wastewater, Gas Improvement Projects) to 42 engineering firms (28 local and 14 out-of-town). 6. September 30, 2004- Administrative approval of a small A/E agreement with Martinez, Guy, Maybik, Inc. of Corpus Christi, Texas in the amount of $24,960 for Minor Storm Drainage Improvements - Westview Drive Ditch. FUTURE COUNCIL ACTION: Approval of construction contracts for the remaining priority projects for minor storm drainage improvements (Group B projects) as follows: Pdncess at Cardinal Drainage Improvements; Wood River and River Canyon Area Drainage Improvements; Jester/l'ur'tle Cove Park Drainage Improvements; and Glencak/FIour Bluff Ddve Drainage Improvements, Phase 1. PROJECT BACKGROUND: This project is part of the Council-approved Storm Water Capital Improvement program's $55 million list of priority projects. During the course of EXHIBIT "A" I Page 1 of 2 developing the CIP pdority listing, consultants were hired to assess drainage in numerous areas throughout the City. Based on the data, evaluations and cost estimates developed through the consultants, the City developed a pdodty listing for implementation of the improvements. Through the RFQ process, the City requested proposals and has opted to hire numerous consultants to complete the $55 million CIP projects. PROJECT DESCRIPTION: Westview Drive Ditch is located south of Leopard Street, west of McKinzie Road and east of Starlite Lane. Area residents have expressed concern about the poor drainage at the cul-de-sac where storm water drains into the existing flume. The property owner where the I:lume exists has requested that the flume be covered and an underground drainage system be installed in its place. This project consists of the removal of approximately 193 square yards of existing concrete flume pavement and three post and curb inlet structures; excavation and installation of approximately 1,790 linear I:eet of 48-inch HDPE storm sewer conduit along with 224 linear feet of 30-inch, 36-inch, and 48-inch reinforced concrete pipe (RCP) sizes; 223 square yards of asphalt pavement reconstruction; 100 linear feet of 8-inch and 10-inch sanitary sewer with fiberglass manhole; 30 linear feet of 6-inch waterline alignment adjustment; storm water pollution prevention measures; and minor traffic control. BID INFORMATION: The City received proposals from three bidders on May 25, 2005 (see Exhibit "B" Bid Tabulation). The estimated cost of construction is $571,197. The bids range from $560,230 to $589,527. The consultant (Martinez, Guy & Maybik Inc.) and City staff recommend that the construction contract be awarded in the amount of $560,230 to Big State Excavation of Corpus Chdsti, Texas. CONTRACT TERMS: The contract specifies that the project will be completed in 120 calendar days with completion anticipated by November 2005. EXHIBIT "A" I Page 2 ot 2 !ii8888888~88888888888888888 EXHIBIT "B" I Page I of 2 8888888888888888888888888 ~~888888888888888888888888888 8~8~8858~88888~8X~88 ~ ~ .... ~ , . .~ .......... 88~8~888888888888888888888 $I~ ~ 8888~88888888888888888888 EXHIBIT "B" Page 2 o1' 2 PROJECT BUDGET Minor Storm Drainage Improvements-Westview Drive Ditch (Project No. 2222) June 14, 2005 FUNDS AVAILABLE: Storm Water CIP Fund FUNDS REQUIRED: Construction (Big State Excavation) ................................. Contingencies (10%) ................................................... Professional Services (Martinez, Guy & Maybik inc.) Testing (Kleinl~elder) .................................................... Engineering Reimbursements ....................................... Construction Inspection Activity ..................................... Misc. (Printing, Advertising, etc.) .................................... Total ........................................................................ , $671,559.0O $560,230.00 56,023.00 19,865.00 3,700.00 12,504.00 16,807.00 2,430.00 $671,559.00 EXHIBIT 'C" Page 1 of 1 ~ Mpr oject ~ ¢out~cile~hibits ~ exh2222. ~w9 PROJECT LOCATION1 LOCATION MAP NOT TO N / ~'°~ N EXIST. 6'X6' RD. BOX-/ PROJECT SITE EXTENTS ClP PROJECT No. 2222 VICINITY MAP NOT TO SCALE MINOR STORM DRAINAGE IMPROVE./ WESTVIEW DRIVE DITCH CITY OF CORPUS CHRIST/, TEXAS EXHIBIT "D" CITY COUNCIL EXHIBIT DEPARTMENT OF ENGINEERING SEPV~CE$ PAGE: I of 1 DATE: 06/07/05 13 AGENDA MEMORANDUM June 14, 2005 AGENDA ITEM: Motion authorizing the City Manager, or his designee, to execute an Engineering Materials Inspection and Laboratory Testing contracts with Professional Services Industries, Inc. (PSI) of Corpus Christi, Texas in an amount not to exceed $98,640.00 for the Corpus Christi International Airport Runway 13/31 Rehabilitation, Overlay, ,Blast Pads, Shoulders, Airfield Drainage Phase 3, Edge Lighting and Associated Site Work. (Project No. 1092, 1093 and 1080). FUNDING: Funding is available from Airport Capital Improvement Funds and FAA Grants. RECOMMENDATION: Approval of the motion as presented. Dave Hamrick Director of Aviation Director of Engineering Services ADDITIONAL SUPPORT MATERIAL Exhibit A. Background Information Exhibit B. Location Map H:\HOME~EVINS\G EN~AIR~004[mprovemenls\1092 13-31Rehab~.abMatdTesUngAwdMerno.doc BACKGROUNDINFORMATION ADDITIONAL INFORMATION: The Ft. Worth Regional FAA office notified the City that a qualification based selection was required for materials inspection, testing and laboratory services. The Regional Office had previously required a formal qualification selection only when the fee exceeded $100,000. The Regional Office was instructed to begin requiring a formal qualification selection process anytime the fee for services was greater than $25,000. PRIOR COUNCIL/ADMINISTRATIVE ACTIONS: June 8 2004- Motion authorizing the City Manager, or his designee, to execute an architectural/engineering services contract with Pierce, Goodwin, Alexander and Linville (PGAL), Inc. of Dallas, Texas in an amount not to exceed $1,375,025 for multiple Airport Improvement Projects including Runway 13/31 Rehabilitation, Overlay, Blast Pads, Shoulders and Edge Lighting (Project No 1092); Airfield Drainage Improvements Ph 3 (Project No. 1093); Runway 13 Localizer Relocation (Project No. 1094); and the CCIA Master Plan Update (M2004-224). Auqust 31, 2004 - Motion authorizing the City Manager, or his designee, to execute a geotechnical services contract with Professional Services Industries, Inc. (PSI) of Corpus Christi, Texas in an amount not to exceed $39,690.00 for the Corpus Christi International Airport Runway 13/31 Rehabilitation, Overlay, Blast Pads, Shoulders, Edge Lighting and Associated Site Work April 19, 2005 a. Resolution authorizing the City Manager, or designee, to accept Federal Aviation Administration Grant Number 3-48-0051-37-2005 in an amount not to exceed $7,788,088, for the Runway 13/31 Rehabilitation, Blast Pads and Shoulders, Airfield Drainage Improvements - Phase 4, and Runway 13/31 Lighting and Cable Replacements at Corpus Christi International Airport (Resolution No. 026220), b. Ordinance Appropriating $5,088,088 from the Federal Aviation Administration Grant Number 3-48-0051-37-2005 in the No. 3020 Airport Capital Improvement Fund for the Runway 13/31 Rehabilitation, Blast Pads and Shoulders, Airfield Drainage Improvements- Phase 4, and Runway 13/31 Lighting and Cable Replacements at Corpus Christi International Airport; Amending FY 04-05 Capital Budget Adopted by Ordinance No 026188 to increase Appropriations by $5,088,088; and Declaring an Emergency (Ord. No. 026221) c. Ordinance Appropriating $498,575 in the Airport Capital Reserve Fund 4611; Transferring and Appropriating $498,575 into the Airport Capital Improvement Program Fund - Capital Reserve Fund 3020a for the Runway 13/31 Rehabilitation, Blast Pads and Shoulders, Airfield Drainage Improvements - Phase 4, And Runway 13/31 Lighting and Cable Replacements at Corpus Christi International Airport; Amending FY 04-05 Operating Budget Adopted by Ordinance No. 025878 to increase Appropriations by $498,575; Amending I Exhibit Page 1 of 2 H :~HOME\KEVINS\GEN~,IR~0041mprovements\^AwdM atrlTestingBkgExhA.doc FY 04-05 Capital Budget Adopted by Ordinance No. 026188 to increase Appropriations by $498,575; and Declaring an Emergency (Ord. No. 026222). Motion authorizing the City Manager, or his designee, to execute a construction contract in the amount of $8,963,579.50 with Berry Contractors L.P, dba Bay, Ltd. of Corpus Christi, Texas, for the Runway 13/31 Rehabilitation, Blast Pads and Shoulders, Airfield Drainage Improvements - Phase 4, and Runway 13/31 Lighting and Cable Replacements at Corpus Christi International Airport (M2005-113). PROJECT DESCRIPTION: The project consists of the rehabilitation of Runway 13/31 with pavement milling and overlay, installation of new twenty-five (25) foot wide shoulders, blast pads, drainage improvements including pipe culverts, underdrains and other structures; new high intensity runway lighting including conduit, cables, transformers and signage improvements; new top soil, seeding, and sodding; the relocation of the Runway 13 Iocalizer; and the design work for the Runway 17/35 lighting replacement, shoulder and blast pad project and other related work. The project will require closure of Runway 13/31 which is the primary runway during prevailing wind conditions. This will limit takeoff loads under certain wind conditions. The airlines have been advised of this project and will take appropriate measure to continuity of safe operations. QUALIFICATION/SELECTION PROCESS: A Request for Proposals was released, advertised in the Corpus Christi Caller and posted on the City's website. Three local engineering materials inspection, testing and laboratories responded by the RFP deadline. The responding firms were: Fugro Consultants, Ltd. Kleinfeder Associates; and PSI. All three firms were deemed qualified to perform the required services. While all three firms listed aviation and FAA project experience, two of the firms listed projects that were actually performed by personnel located in other cities. One of those firms did list one recent FAA project performed by their local office. PSI was the only local office with personnel having extensive experience with FAA funded projects. Additionally, PSI was the geotechnical consultant for this project and consulted with PGAL on pavement design and specifications. PSI was deemed most qualified for the project. CONTRACT SUMMARY: A summary of fees is attached. The services include various soil, concrete and asphalt testing. The work will include field inspections, sampling, and laboratory tests and preparation of reports. The estimated not to exceed fee is $98,640.00. FUNDING: Funding is available from the FAA Grants and Airport CIP Funds. Exhibit A Page 2 of 2 H \HOME~KEVINS\GEN~AIR~20041m proveme nts\^AwdMatrlTestingBkg ExhA doc File ~Mproject~councilexhiDits~exhlO92.dwg San Patrlcio County N CORPUS CHRISTI BAY PROJECT LOCATZON 1000 INT£RNA770NAL DRAIE CORPUS CHRISTI, TEXAS LOCATION MAP NOT TO SC. AL[ CESAR CHAVEZ BLVD. I PROJECT SITE HWY 44 AGNES RD. CITY PROJECT No. 1092, '1093, '1080 SITE PLAN NOT TO SC~,LE MULTIPLE AIRPORT IMPROVEMENTS PROJECTS RUNWAY 13/31 REHABT. LZTATION, OVERLAY, BLAST PADS, SHOULDERS AND Ar-.RFr. ELD DRAINAGE PHASE 3~EDGE L[GHTZNG A~D ASSOCr-_ATED SZTE WORK. CITY OF CORPUS CHRISTI, TEXAS EXHIBIT "B" CZTY COUNCZL EXHZBZT DgPARTMENT OF ENGINEERING SERViCES PAGE: 1 of 1 DATE: 06-06-2005 14 CITY COUNCIL AGENDA MEMORANDUM June 14, 2005 AGENDA ITEM: Ordinance authorizing the City, Manager, or designee, to execute a Use Privilege Agreement with Old Concrete Street, LTD, for the right to stage a fireworks display on a portion of the Broadway Wastewater Treatment Plant in conjunction with a performance at the adjacent Concrete Street Amphitheater; and establishing a fcc of $460.00; and declaring an emergency. ISSUE: Old Concrete Street, LTD wishes to install mortars, racks, firing boxes, electronic firing systems, and splitters on the property. REQUIRED COUNCIL ACTION: City Charter requires City Council approval for use of any portion of public right-of-way for private purposes RECOMMENDATION: Staff`recommends approval of the ordinance as presented. Foster Crow(Il Director of Wastewater Attachments: BACKGROUND INFORMATION Old Concrete Street, LTD has requested a Use Privilege Agreement (UPA) from the City for permission to install mortars, racks, firing boxes, electronic firing systems, and splitters on the Concrete Street Amphitheater to stage a fireworks display for a Fourth of July celebration. Old Concrete Street, LTD will temporarily install the necessary equipment tbr the display within the City's property on a portion of the Broadway Wastewater Treatment Plant. Old Concrete Street, LTD's use of the property is subject to the following conditions: This agreement may be revoked at any time by the City of Corpus Christi's City Manager, or the City Manager's designee ("City Manager") by giving the Permittee three (3) days notice in whting of the revocation of this agreement. · Perrnittee may not assign this agreement without the City Manager's prior written consent. Permittee must submit a detailed description of its planned use of the property, hacluding drawings showing the specific location where the equipment identified in Paragraph 2 of the UPA will be installed, and specifications for the fireworks that will be used to the City's Fire Marshall and Wastewater Director. Permittee's use of the property must not interfere with the operation of the City's Broadway Wastewater Treatment Plant ("Plant"). Any construction or equipment installed by the Permittee must be removed by the Permittee and the property restored to its original condition before this agreement expires. If the City needs access to the property, Permittee must pay for removing or relocating any improvements or equipment, to allow access to the Plant or any utility lines for repair, replacement, or maintenance of the utility lines. A one time fee of $460.00 is being recommended. Because the property is in full view of the public, it must be maintained in neat and orderly fashion without visible trash, paper and other unsightly debris. The owners have been advised of and concur with all the conditions of this UP 'k. AN ORDINANCE AUTHORIZING THE CITY MANAGER, OR THE CITY MANAGER'S DESIGNEE, TO EXECUTE A USE PRIVILEGE AGREEMENT WITH OLD CONCRETE STREET, LTD, FOR THE RIGHT TO USE A PORTION OF THE BROADWAY WASTEWATER TREATMENT PLANT PROPERTY FOR STAGING A FIREWORKS DISPLAY ON JULY 2, 2005, AND ESTABLISHING A FEE OF $460.00; AND DECLARING AN EMERGENCY. BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CORPUS CHRISTI, TEXAS, THAT: SECTION 1. That the City Manager, or his designee, is hereby authorized to execute a use privilege agreement with Concrete Street, LTD, for the dght to use a podion of the Broadway Wastewater Treatment Plant properly for staging a fireworks display on July 2, 2005. Concrete Street, LTD will pay the fair market value fee of $460.00 for this use privilege agreement. SECTION 2. That upon wdtten request o¢ the Mayor or five Council members, copy attached, the City Council (1) finds and declares an emergency due to the need for immediate action necessary for the efficient and effective administration of City affairs and (2) suspends the Charier rule that requires consideration of and voting upon ordinances at two regular meetings so that this ordinance is passed and takes effect upon first reading as an emergency measure on this the day of June, 2005. A'I-I'EST: THE CITY OF CORPUS CHRISTI Armando Chapa City Secretary APPROVED: This 1~t day of June, 2005: R. J/~/Rz'~ir~i ng/ FirSt As'sistant~City Attorney For City Attorney Henry Garrett Mayor Corpus Christi, Texas day of ,2005 TO THE MEMBERS OF THE CITY COUNCIL Corpus Chdsti, Texas For the reasons set forth in the emergency clause of the foregoing ordinance an emergency exists requiring suspension of the Charter rule as to consideration and voting upon ordinances at two regular meetings: I/we, therefore, request that you suspend said Charter rule and pass this ordinance finally on the date it is introduced, or at the present meeting of the City Council. Respectfully, Respectfully, Henry Garrett Mayor Council Members The above ordinance was passed by the following vote: Henry Garrett Brent Chesney Melody Cooper Jerry Garcia Bill Kelly Rex A. Kinnison John Marez Jesse Noyola Mark Scott H:~J ay~e\Personal foid~'s~Data~05~53704C 1 .doc 15 CITY COUNCIL AGENDA MEMORANDUM City Council Action Date: 6/14/05 AGENDA ITEM: Motion authorizing the City Manager or his designee to award a contract in the estimated amount of $126,000 with Collier, Johnson & Woods to perform the financial and compliance audit requirements for fiscal year 2005. The term of the contract shall be for twelve months with an option to extend for up to four additional twelve-month periods subject to the approval of the contractor and the City Manager or his designee 1SSUE: The City Charier, Article II Section 27, requires an annual audit as follows: "The Council shall provide for an independent annual audit for all City accounts and may provide for such more frequent audits as it deems necessary." REQUIRED COUNCIL ACTION: Approval of the motion to award the contract is required. FUNDING: Audit costs have been included in the Accounting Division budget for fiscal year 2005-2006. CONCLUSION AND RECOMMENDATION: Staff recommends that the City Council award a contract to Collier, Joknson & Woods to perform the financial and comphance audit requirements for fiscal year 2005. Director of Financial Services Attachments: Background information Contract for Professional Auditing Services I I:\FIN-DI R'xS HARED~AGENDA~2005L~uditSergices.doc BACKGROUND INFORMATION Collier Johnson & Woods (CJW) has performed the City's external audit for the past 10 years. Though CJW has performed well during these past 10 years, it was decided that the City would issue a Request for Proposal for Professional Auditing Services to determine tf there were other firms that might express an interest in the City audit. On February 18, 2005, the City published notification of audit solicitation in the Corpus Christi Caller-Times and mailed audit solicitation notices to local and out-of-town accounting firms The City received two proposals. Through an evaluation process conducted by a committee comprised of representatives from Financial Services and Purchasing, the proposals were evaluated based upon the following major factors: Risk, Strategic Need, Technical Solution and Cost. The proposal that rated the highest combined score for these factors was that from Collier Johnson & Woods [t:~FIN -DIRxS HARED~GENDAL2005/.a. uditServices.doc £valnation Model Professional Auditing Services Bl-0081-05 CONSOLIDATION OF SCORES April 6, 2005 COLLIER, JOHNSON & WOODS P.C. Rater Ri sk Strategic Technical Cost Total Need Solution Rater I 18 10 15 40 92 Rater 2 lC) Ic) 15 40 93 Rat er 3 18 I c) 16 4~0 93 TOTAL 18.33 19 15.33 40 92.66 Total First Year Fee Proposal $t26,000.00 GOWLAND, STREALY, MORALES & COMPANY Rater Risk Strategic Technical Cost Total Need Solution Raler I I1 17 16 397 837 Rater~ '~ 10 18 13 39 7 807 Rater 3 I 1 LB_ 14 397 827 TOTAL 10.67 17.67 ! 4.33 39.7 82.37 Tolal First Year Fee Proposal $126,750 00 EvMimlion Model Professional Auditing Services BI-0081-05 EVALUATION MATRIX Coq~us Chdsli Risk 20~b Demonstrated experience and professional; activities of the firm 10% Personnel qualifications 10% Strategic Need 20 % Understanding of City need, proposed solution 10% Evidence of good organization and maoagement p~actices 5 % Utilization of local businesses 5% Technical Solution 20 °o Technical Expertise of staff available to perform "on-site" work 20 °o Cost 40 % Total lO00b PROFESSIONAL AUDITING SERVICES CONTRACT BETWEEN CITY OF CORPUS CHRISTI TEXAS AND COLLIER, JOHNSON & WOODS This Professional Auditing Services Agreement ("Agreement") is entered into by and between the City of Corpus Christi, a municipal corporation ("City"), and Collier, Johnson & Woods, ("Contractor") effective for all purposes upon execution by the City Manager. WHEREAS, City desires to have financial slatements audited for fiscal year ended July 31, 2005. NOW, THEREFORE, Contractor and City agree as follows: 1. SERVICES TO BE PERFORMED. The Contractor agrees to provide professional auditing services to audit City's financial statements for the fiscal year ending July 31, 2005. At the request of the City Manager, Contractor may perform annual auditing of the financial statements for up to four additional one-year periods. These audits are to be performed in accordance with auditing standards generally accepted in the United States of America, the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States, the provisions of the federal Single Audit Act of 1984 (as amended in 2003) and U.S. Office of Management and Budget (OMB) Circular A-133, Audits of States, Local Governments, andNon-Profit Organizations. II. SCOPE OF SERVICES. Contractor shall perform the professional auditing services in accordance with the Request for Proposals (RFP) dated February 25, 2005, as amended, attached as Exhibit "A,' Contractor's proposal dated March 24, 2005, attached as Exhibit "B", and Contractor's engagement letter dated June 8, 2005, attached as Exhibit "C". In the event of conflict between Contractor's proposal and the terms of this Agreement, this Agreement shall control. III. CONTRACT ADMINISTRATOR. The parties agree performance of the work shall commence upon authorization to proceed by the City Contract Administrator. The Director of Financial Services is designated as the Contract Administrator responsible for all phases of performance and operations under this Agreement, including authorizations for paymcnt. All notices or communications regarding tkis Agreement shall be directed to the Contract Administrator. IV. TERM. The term o£this Contract shall be for twelve months, with an option to extend for up to four additional twelve-month periods sul~iect to the approval of the Contractor and the City Manager or his designee. V. FEE FOR SERVICES. Total fees for all services provided by Contractor under this Agreement for the initial term shall not exceed $126,000 unless expressly authorized by written amendment to this Agreement. The estimated fees for subsequent terms are: Yearended July 31, Estimated Fees 2006 $128,000 2007 $132,000 2008 $136,000 2009 $140,000 Progress payments shall be made on the bas~s of hours of work completed during the course of the engagement and out-of-pocket expenses incurred in accordance with the Contractor's proposal. Interim billing shall cover a period of not less than a calendar month. VI. TERMINATION OF CONTRACT. The City may, at any time, with or without cause, terminate this Contract upon thirty days written notice to the Contractor at 555 N. Carancahua, Suite 1000, Corpus Christi, Texas 78478-0052. VII. APPROPRIATION OF FUNDS. All parties recognize that the continuation of any contract after the close of any fiscal year of City, which fiscal year ends on July 31 of each year, shall be subject to appropriations and budget approval providing for covenng such contract item as an expenditure in said budget. City does not represent that the budget item will be actually adopted, said determination being within the sole discretion of the City Council at the time of adoption of such budget. VIII. ASSIGNABILITY. The Contractor shall not assign, transfer, or delegate any of his obligations or duties in this Contract to any other person without the prior written consent of the City, except for routine duties delegated to field assistants and clerical helpers. The performance of this Agreement by Contractor is the essence of this Agreement and City's right to withhold consent to such assigmnent shall be within the sole discretion of thc City on any grounds whatsoever. IX. INDEPENDENT CONTRACTOR. Contractor shall perform all professional services as an independent contractor and shall furnish such services in its own manner and method, and under no circumstances or conditions shall an agent, servant, or employee of the Contractor be considered an employee of the City. X. SUBCONTRACTORS. Contractor may use subcontractors in connection with the work performed under this Agreement. When using subcontractors, however, Contractor must obtain prior written approval from the City. In using subcontractors, Contractor agrees to be responsible for all their acts and omissions to the same extent as if the subcontractor and its employees were employees of the Contractor. All requirements set forth as part of this Agreement shall be applicable to all subcontractors and their employees to the same extent as if the Contractor and its employees had performed the services. XI. VENUE AND APPLICABLE LAW. This Agreement shall be subject to all Federal, State and local laws. All duties of the parties shall be performed in the City of Corpus Christi, Texas. The applicable law for any legal disputes arising out of this Agreement shall be the law of Texas and such forum and venue for such disputes shall be the appropriate district, county, or justice court in and for Nueces County, Texas. XII. INDEMNIFICATION. Contractor agrees to indemnify and save harmless City, its agents, servants, and employees from any and all liabilities, losses, damages, or expenses, including attorney's fees resulting from Contractor's negligence or willful acts or omissions while in performance of this Agreement. XIII. INSURANCE. Contractor agrees to provide insurance in accordance with the Exhibit "D". XIV. NO WAIVER. No waiver of any covenant or condition, or the breach of any covenant or condition of this Agreement, constitutes a waiver of any subsequent breach of the covenant or condition of the Agreement. XV. AMENDMENTS OR MODIFICATIONS. No amendments or modifications to this Agreement may be made, nor any provision waived, unless in writing signed by a person duly authorized to sign agreements on behalf of each party. XVI. RELATIONSHIP OF PARTIES. In performing this Agreement, both the City and Contractor shall act in an individual capacity, and not as agents, representatives, employees, employers, partners, j oint-venturers, or associates of one another. The employees or agents of either party may not be, nor be construed to be, the employees or agents of the other party for any purpose. XVII. CAPTIONS. Thc captions in this Agreement are for convenience only and are not a part of this Agreement. The captions do not in any way limit or amphfy the terms and provisions of this Agreement, XVIII. SEVERABILITY. If for any reason, any section, paragraph, subdivision, clause, provision, phrase or word of this Agreement or the application of this Agreement to any person or circumstance is, to any extent, held illegal, invalid, or unenforceable under present or future law or by a final judgment of a court of competent jurisdiction, then the remainder of this Agreement, or the application of the term or provision to persons or circumstances other than those as to which it is held illegal, invalid, or unenforceable, will not be affected by the law or judgment, for it is the definite intent of the parties to this Agreement that every section, paragraph, subdivision, clause, provision, pkrase, or word of this Agreement be given full force and effect for its purpose To the extent that any clause or provision is held illegal, invalid, or unenforceable under present or future law effective during the term of this Agreement, then the remainder of this Agreement is not affected by the law, and in lieu of any illegal, invalid, or unenforceable clause or provision, a clause or provision, as similar in terms to the illegal, ~nvalid, or unenforceable clause or provision as may be possible and be legal, valid, and enforceable, will be added to this Agreement automatically. 1XX. NOTICES. Notices provided shall be in writing and delivered to: On behalf of the City: City of Corpus Christi Director of Financial Services P.O. Box 9277 Corpus Christi, TX 78469-9277 On behalf of the Contractor: Collier, Johnson & Woods 555 N. Carancahua, Suite 1000 Corpus Christi, Texas 78478-0052 XX. SOLE AGREEMENT. This Agreement constitutes the sole agrcemcnt between the City and Contractor. Any prior agreements, promises, negotiations, or representations, verbal or otherwise, not expressly stated in this Agreement, are of no force and effect. EXECUTED IN DUPLICATE, each of which shall be considered an original, this ,2005. day of ATTEST: CITY OF CORPUS CHRISTI Armando Chapa City Secretary APPROVED THIS ~'1 DAY OF By: ~/~z /~2, Assistant Ci~_.9~ttorney For City Attorney George K. Noe City Manager ,2005 CONTRACTOR: _'ard Title: ~l~a~r ..3n.~ [~w' - Date: Attachments: Exhibit "A,' City of Corpus Chxisti Request for Proposal Exhibit "B,' Collier, Johnson & Woods, Proposal Exhibit "C," Collier, Johnson & Woods, Engagement Letter Exhibit "D," Insurance Requirements EXItlBIT "D" INSURANCE REOUIREMENTS 1. AUDITOR' S INSURANCE A Auditor must not commence work under this agreement until all insurance required herein have been obtained and the City has approved such insurance. Auditor must not allow any subcontractor to commence work until all similar insurance required of the subcontractor has been obtained. Auditor must finnish to the City's Risk Manager, two (2) copies of Certificates of Insurance, showing the following minimum coverage by insurance company(s) acceptable to the City's Risk Manager. The City must be named as an additional insured for the General and Automobile liability policies and a blanket waiver of subrogation is required on all applicable policies. TYPE OF INSURANCE MINIMUM INSURANCE COVERAGE 30-Day written notice of non-renewal, termination or material change and 10 day written notice of cancellation is required on all certificates Bodily Injury and Property Damage Per occurrence aggregate COMMERCIAL GENERAl. LIABILITY including: 1. Commercial Forrn 2. Premises - Operations 3. Products/Completed Operations Hazard 4. Contractual Liability $1,000,000 COMBINED SINGLE LIMIT AUTOMOBILE LIABILITY $1,000,000 COMBINED SINGLE LIMIT 1. OWNED, NON-OWNED AND RENTED WORKERS COMPENSATION EMPLOYERS LIABILITY PROFESSIONAL LIABILITY including: Coverage provided must covcr officers, directors, employees and agents 1. ERRORS and OMISSIONS Which complies with the Texas Workers' Compensation Act and Section II of this exhibit $500,000/$500,000/$500,000 $I,000,000 COMBINED SINGLE LIMIT C. In the event of accidents of any kind, Auditor must furnish the Risk Manager with copies of all reports of such accidents within 10 days of any accident. I1. ADDITIONAL REQUIREMENTS Auditor must obtain workers' compensation coverage through a licensed insurance company obtained in accordance with Texas law The contract for coverage must be written on a policy and endorsements approved by the Texas Department of Insurance. The coverage provided must be in amounts sufficient to assure that all workers' compensation obligation incurred by the Auditor will be promptly met. B. Certificate of Insurance: The City of Corpus Christi must be named as an additional insured on the General Liability policies and a blanket waiver of subrogation is required on all applicable policies. If your insurance company uses the standard ACORD form, the cancellation clause (bottom right) must be amended by adding the wording "changed or" between "be" and "canceled", and deleting the words, "endeavor to", and deleting the wording after "left". In the alternative, verification of endorsement to the applicable policy is acceptable c. The name of the project must be listed under "Description of Operations" d. At a minimum, a 30-day written notice of non-renewal termination or material change and a 10-day written notice of cancellation is required. C. If the Certificate of Insurance does not show on its face the existence of the coverage required by items 1.B (I)-(4), an authorized representative of the insurance company must include a letter specifically stating whether items I.B. (1)-(4) are included or excluded. 16 AGENDA MEMORANDUM AGENDA ITEM: June 14, 2005 Motion authorizing the City Manager to execute a Deferment Agreement with Gotcher Construction Inc., (Developer), in the amount of $31,861.28 for the installation of an 8-inch sanitary sewer line to serve Bent Tree Unit 2, Lots 9A and 10A, Block 6 subdivision located west of Airline Road and north of Saratoga Boulevard, in accordance with the Platting Ordinance Section V- Required Improvements, Subsection A.3. (b). ISSUE:, Gotcher Construction Inc., developer of Bent Tree Unit 2, Lots 9A and 10A, Block 6 submitted Deferment Agreement documentation to defer the construction of 618 linear feet of an 8-inch, on-site, sanitary sewer line, public improvements to serve Bent Tree Unit 2, Lots 9A and 10A, Block 6 in accordance with the Platting Ordinance Section V-Required improvements, Subsection A.3 (b). REQUIRED COUNCIL ACTION: Council authorization for the City Manager to enter into a Deferment Agreement with Gotcher Construction Inc., (Developer). CONDITION: Developer must post a letter of credit or equally liquid negotiable security with the City in the amount of 1 10% of the cost of the project, and comply with all other requirements of the Deferment Agreement. RECOMMENDATION: Staff recommends approval of the motion as presented. B~.I.C.P. Director Development Services ATTACHMENTS: Exhibit A Exhibit B Exhibit C Exhibit D Exhibit E Background Information Location Map Sanitary Sewer Site Plan Cost Estimates Deferment Agreement AGENDA MEMORANDUM ADDITIONAL BACKGROUND INFORMATION BACKGROUND: The platting and development time schedule of Bent Tree Unit 2, Lots 9A and 10A subdivision located west of Airline Road north of Saratoga Boulevard, required the construction of 618 linear feet of 8-inch, on-site, public sanitary sewer line. Mr. Murray F. Hudson P.E. with Urban Engineering on behalf of Gotcher Construction Inc., developer of Bent Tree Unit 2, Lots 9A and 10A submitted Deferment Agreement documentation to defer the construction of 618 linear feet of an 8-inch sanitary sewer line in accordance with the Platting Ordinance Section V-Required Improvements, Subsection A.3. (b). The Planning Commission at its June 1, 2005 meeting recommended the execution of the Deferment Agreement and found reasonable cause to defer the construction of said 8-inch public sanitary sewer line to expedite the recordation of the plat. The Planning Commission on its May 4, 2005 meeting approved the plat for Bent Tree Unit 2, Lots 9A and 10A subdivision. A deferment agreement, (Exhibit D) between the City of Corpus Christi and Gotcher Construction Inc., will aIIow the developer to defer the construction of required improvements for a period of one (1) year from the date the Deferment Agreement is signed and approved. The deferment of said improvements will allow the Developer to expedite the recording of the plat and obtain Building Permits to develop Bent Tree Unit 2, Lots 9A and 10A subdivision. The developer has agreed to submit a $31,861.28 letter of credit to the City of Corpus Christi, amount which represents 110% of the estimated cost of constructing the required improvements (Exhibit C), in compliance with the Platting Ordinance Section V- Required Improvements, Subsection A.3. (b). (1). Construction plans for the installation of the public improvements will be reviewed and approved by the City prior the execution of the Deferment agreement. RECOMMENDATION: Staff recommends approval of the motion as presented. EXHIBIT A V~aLter Jarnh LOCATION LOCATION MAP/1).Fd[ Cinnamon Oc ] C~I - /ils L~ Lyon~ :rooked ~ ~ ~/a~ Birmi~ham ~ , ~ ~_.t Wooldridge ~ = ~ '~ > 5 ~ Ourant ~icBoL x ~ ~ Man,fi, Raven H~I -- ~ ~ ~ ~ m Sarat~a 15oulevard o ~ ~ Cl~irfiel~ D~nin SANITARY SEWER DEFERMENT EXHIBIT LOTS 9A & 10A, BLOCK 15 BENT TREE UNIT May 20, 2005 MrH/crr J LOCATION 1,4API a~ No. ~oolz.oo.oo EXHII May 20, 2005 EXISTING 8-INCH S_ANITARY SEWER ~,iANHOLE LINE 21~"~' ~ ~. ~ ~ LOT 7A ~ ~ - ~' I - I / 7.279 ACRES ' ~.~ : ~ ~ ~ 3,7,o9o.8~osr ~ i~ SANITARY SEWERw LINE ~ PROPOSED MANHOLE :,.~/ SAlArY ~ D~~ EX~ s~ LOT8 gA & ~ ~ ~ ~ ~ ~ 2 ~ of 3 MFH/crr ~ P~N VIEW ~ Job No. 40012.00.00~ EXHIBIT Eng: Murray F. Hudson, P.E. May 20. 2005 By: C.R.R. Job No. 40012.00.00 DEFERMENT COST ESTIMATE FOR SANITARY SL=WER IMPROVEMENTS TO LOTS 9A and 10A BENT TREE UNIT 2 ITEM DESCRIPTION A. SANITARY SEWER IMPROVEMENT~: ~" PVC SDR 2e (e'-e' cu~) 2 8" Pvc SDR 26 (8'-10' Cut) 3 Class 'D' Embedmeflt 4 OSHA Trench Protection 5 4' Diameter Manhole (6'-8' Deep) Tie to Ext~lng Manhole 7 Lot Service Tap QUAN. QUAN. + UNIT UNIT TOTAL 8% PRICE COST 435 457 LF $24.00 183 192 LF $27.00 618 649 LF $7.00 618 649 LF $1.00 2 2 EA $2,200.00 2 2 EA $350.00 SANITARY SEWER SUB-TOTAL: B. ENGINEERING: Engineering ~{~ 7.5% ENGINEERING SUB-TOTAL: I I / I I 110% OF CONSTRUCTION AND ENGINEERING PER ORDINANCE REQUIREMENTS: $10,g68.00 $5,164.00 $4,543_00 $649.00 $2.020.60 $2.,020.e0 $28,~64.80 $31,~.1.26 Urban Engineering 2725 Swantner Corpus ChrletJ, T'X 78404 1-361-854-3101 !EXHIBIT D DEFERMENT AGREEMENT STATE OF TEXAS § COUNTY OF NUECES § This Agreement is entered into between the City of Corpus Christi ("City") and Gotcher Construction Inc., ("Developer"), and pertains to deferral of the improvements required prior to filing the final plat of Bent Tree Unit 2, Lots 9A and 10A, Block 6 which was approved by Planning Commission on May 23, 2005 a copy of the plat is attached and incorporated as Exhibit 1. WHEREAS, the Developer is obligated under Section III, Paragraph H, Subparagraph 5, of the Platting Ordinance to construct seventy-five percent (75%) of the required on-site, public improvements, including construction of a sanitary sewer line, Exhibit 2, before the final plat is signed by the City's Director of Engineering. Detail construction drawings will be provided by the Developer and approved by the City's Departments of Development Services and Engineering prior to the start of construction; and WHEREAS, the Developer is seeking to have the plat filed immediately with the County Clerk of Nueces County, Texas, before completion of seventy-rive percent (75%) of the required improvements as required by Section III, Paragraph H, Subparagraph 5, of the Platting Ordinance; and WHEREAS, the Developer has submitted a letter of credit to the City of Corpus Chdsti in the amount of thirty one thousand, eight hundred sixty one and twenty eight cents, ($31,861.28) which is 110% of the estimated cost of constructing the required improvements, as shown on the attached costs estimate, which is attached and incorporated as Exhibit "3", with the City of Corpus Christi; and WHEREAS, the City Attorney and Director of Finance have approved this transaction; and WHEREAS, the Developer has satisfied all other subdivision requirements, park dedications, park dedication deferment agreements, and maintenance agreements and all special covenants have been completed; and WHEREAS, the Developer is entering into this Deferral Agreement as required by Section V, Paragraph A, Subparagraph 3.(6) of the Platting Ordinance. NOW, THEREFORE, the City and Developer agree as follows: The City agrees to waive the requirement that required improvements be seventy-five percent (75%) completed before the final plat is endorsed by the City's Director of Engineering and further agrees to allow the Developer to defer the completion of the construction of the on-site sanitary sewer line, for up to twelve (12) months from the date this Deferment Agreement is signed and approved. 2. The Developer has agree to submit thirty one thousand, eight hundred sixty one and twenty eight cents, ($31,861.28), in the form of a letter of credit to the City of Corpus Christi, which is 110% or the estimated cost of constructing the required improvements, on or before the plat is I~led with the County Clerk, and if the deposit is not made by that time this Agreement shall DeferAgree.doc EXHIBIT become null and void. The City's Director of Financial Services must approve the form of the letter of credit. The Developer agrees to construct the required improvements, including construction of the sanitary sewer line to serve Bent Tree Unit 2, Lots 9A and 10A, Block 6 in accordance with the City's engineering standards in effect at the time of construction. LETTER OF CREDIT OPTION The Developer agrees to submit a thirty one thousand, eight hundred sixty one and twenty eight cents, ($31,861.28) deposit, in the form of an irrevocable letter of credit issued by Bank One, for 110% of the estimated cost of constructing the required improvements, as shown in Exhibit "C", which is attached to and incorporated into this agreement, with the City of Corpus Christi on or before the plat is filed with the County Clerk, and if the deposit is not made by that time this Agreement shall become null and void. The principal amount of, shall be placed by the City in an interest-bearing account and the total sum, both principal and interest, shall be made available to the Developer in such amounts and on such dates as may be mutually agreed upon by both parties, by and through their designated representatives, for use by the Developer solely for the construction of the required improvements hereunder. Such funds shall not be used for any other purpose whatsoever. Upon completion of the deferred improvements, including the consb'-uction of the sanitary sewer line to serve Bent Tree Unit 2, Lots 9A and 10A, Block 6, by June 14, 2006, or such later time as may be mutually agreed upon by both parties, and upon acceptance of the Project by the City Engineer and upon compliance by the Developer with the terms of the Deferment Agreement, the City Engineer shall immediately release Developer from all obligations hereunder, by mailing such Release Letter to: Mr. Danny Gotcher 225 Canyon Creek Road Fredicksburg, Texas 78624 and thereafter refund to the Developer within sixty (60) days of the completion of construction and settlement of construction contracts, any balance remaining of all monies received by the City from the Developer, including interest earned. 7. If the deferred improvements, have not been completed by June 14, 2006, or if the Developer fails to deposit any increase security as set out below, after notice to the Developer and opportunity to cure as stated in Paragraph 8 below, the City will transfer the balance of the amounts received, including any interest earned, to the appropriate City fund and the City will then begin completion of the deferred improvements, including construction of the sanitary sewer line to serve Bent Tree Unit 2, Lots 9A and 10A, Block 6 with any monies received from the Developer, both principal and interest, remaining after completion of construction being refunded by the City to the Developer. If City constructs all or any part of the improvements, the Developer agrees to reimburse the City for any additional cost of the improvements, if the sum of money and interest prove inadequate to complete the improvements, within thirty (30) days after City completes the improvements and bills the Developer. DeferAgree.doc 10. 11. 12. 13. 14. 15. 16. The City and Developer agree that if the Developer formally vacates the current plat, with approval of the Planning Commission, prior to the deadline for the completion of the construction of the deferred improvements, including construction of the sanitary sewer line the money received by the City from the Developer, remaining on deposit, plus interest earned, will be released and immediately returned to the Developer. If Developer defaults in any of its covenants or obligations under this Deferral Agreement, the City Engineer will send DeveLoper and the Project Engineer written notice by certified mail, return receipt requested, advising Developer of the default and giving Developer thirty (30) days from date of receipt of the letter to cure the default. If the Developer fails to cure the default after such notice and opportunity to cure, the City Engineer will exercise the City's dghts and transfer any monies received and interest earned to the appropriate fund of the City to complete the deferred improvements. In the event there are any monies received by the City from the Developer, plus interest earned, remaining after the City has completed construction of the improvements, the excess monies, both principal and interest, shall be refunded to Developer within sixty (60) days of the completion of construction and settlement of construction contracts. The Developer agrees that the City, after notice in writing to the Developer and Project Engineer, may accelerate payment or performance or require additional security when the City Engineer determines that the prospect of payment or performance is questionable. The Developer covenants to construct the required improvements, and that such covenant shall be a covenant running with the land. The City's Director of Engineering Services, at Developer's expense, shall file of record this Deferment Agreement in the records of Nueces County. No party may assign this Deferment Agreement or any rights hereunder with the prior wdtten approval of the other parties. Unless otherwise stated herein, any notice required or permitted to be given hereunder shall be in wdting and may be given by personal delivery, by fax, or by certified mail, and if given personally, by fax or by certified mail, shall be deemed sufficiently given if addressed to the appropriate party at the address noted opposite the signature of such party. Any party may, by notice to the other in accord with the provisions of this paragraph, specify a different address or addressee for notice purposes. This Agreement shall be construed under and in accord with the laws of the State of Texas and all obligations of the parties created hereunder are performable in Nueces County, Texas, and all lawsuils pursuant hereto shall be brought in Nueces County. The Developer further agrees, in compliance with the City of Corpus Chdsti Ordinance No. 17113, to complete, as part of this Agreement, the Disclosure of Ownership interests form attached hereto (Exhibit 4). DeferAgree.doc 17. This Agreement shall be executed in triplicate, all original copies of which shall be considered one instrument. When all original copies have been executed by the City, and at least two original copies have been executed by the Developer, this Agreement shall become effective and binding upon and shall inure to the benefits of the parties and their respective heirs, successors and assigns. EXECUTED in triplicate this ¢ day of -~J ~ ~: ,2005. Mr. Danny Gotcher 225 Canyon Creek Road burg, Texas 78624 STATE OF TEXAS § COUNTY OF NUECES § This instrument was acknowledged before me on the __ Danny Gotcher. ~'~day of J ,2005, by NOTARY PUBLIC, STATE OF TEXAS DeferAgree.doc CITY OF CORPUS CHRISTI ("City") P. O. Box 9277 Corpus Christi, Texas 78469 Telephone: (361) 880-3500 Facsimile: (361) 880-3501 A%I-EST: By: ARMANDO CHAPA, City Secretary By: George K. Noe City Manager THE STATE OF TEXAS § COUNTY OF NUECES § This instrument was acknowledged before me on the __ day of ,2005, by George K. Noe, City Manager for the City of Corpus Christi. a Texas municipal corporation, on behalf of said corporation. NOTARY PUBLIC, STATE OF TEXAS APPROVED AS TO FORM: This ~ day of ...J,.... ¢ ,2005. By: Joseph ~arney 0 Assistant City Attorney For City Attorney Jill 11 il, ] EXHIBIT 1 [~ t . ~, EXISTING8-INCIt u~' 2 · - J~ ~: SANITARY SEWERW LINE '~ m~'- ~ EXISTING MANItOLE LOT 7A 7.279 ACRES 317,090.810SF -~-T 'F-~-- _ PROPOSED MANHOLE ~ ~ L~ ,~ ~ ~ · · 2.512,4cre~ $^NIT^RY 8EWER DEFERMENT EXHIBIT LOTS 9A & 'IOA, BLOCK 6 BENT ~ ~ 2 ~ Moy 20, 2005 MFH/crr I PLAN VIEW I Job No. Sheet 1 of 3 40012.00.00 EXHIBIT 2 Er~: Murray F. Hudson, P.E. Ma), 20, 2005 By: C.R.R. Job No. 40012.00.00 DEFERMENT COST ESTIMATE FOR SANITARY SEWER IMPROVEMENTS TO LOTS 9A and IOA BENT TREE UNIT 2 ITEM DESCRIPTION A. SANITARY 8EW1;R IMPROVEMENTS: 1 8" PVC SDR 26 (6'-8' Cut) 2 8" PVC SDR 26 (8'-10' Cut) 3 Class 'D' Embedment 4 OSHA Trench Protection 5 4' Diameter Manhole (6'-8' Deep) 6 'Re to F_xJotlng Manhole 7 Lot Service Tap QUAN. QUAN. + UNIT UNIT TOTAL $% PRICE CO~T 4:35 457 t.F $24.00 $10,g6~.00 183 Ig2 LF $27.00 $5,184.00 618 649 LF $7.00 $4,545.00 618 649 LF $1.00 $~49.00 2 2 EA $2,200.00 $4,400.00 2 2 EA $350.00 $700.00 SANITARY 8EWER SUB-TOTAL: $26,~44.00 B. ENGINEERING: Engineering ~ 7.5% $2,020.50 ENGINEERING SUB-TOTAl.: CONSTRUCTIO. A.D E.GINEERING TOTAL: 110% OF CONSTRUCTION AND ENGINEERING PER ORDINANCE REQUIREMENTS: S2,020.80 $28,964.80 $31,861.28 Urban Engineering 2725 Swarrtner Corpus Christi, TX 78404 1-361--654-3101 EXHIBIT 3 '"' CITY OF CORPUS CHRISTI ~ DISCLOSURE OF INTERESTS City of Corpus Chhsti ordinance 17112, as amended, requires all p~rsons or firms seeking to do business with the City to provide the i'o~lowing information. Every question must be answered. Ii' the question is not applicable, answer with "NA'. FIRST NAME: Gotcher Construction Inc. STREET: 225 Canyon Creek Road CI~Y: Freddcksburg ZIP: 78624 FIRM IS: I%]1. Corp(~-adon El2. Padnership [~3. Sole Owner El4. Association El5. Other DISCLOSURE QUESTIONS If additional space is necessary, please use [he reverse side ct' this page or attach separate sheet. State the names oi' each "employee" ct the City oi' Corpus Chdsti having an "ownership interest" constituting 3% or more ct the ownership in the above named "l~rm", Name Job Title and City Depadment (it known) N/A 2 Slate the names or each "official" ct' the City of Corpus Christi having an "ownership interest" constituting 3% or more ct' the ownership in the above named ~firm" Name Title N/A 3 State the names ct' each "board member" of the City of Corpus Chdsti having an "ownership interest" constituting 3% or more of [he ownership in the above named "firm', Name Board, Commission, or Committee N/A State the names of each employee or officer of a "consultant" faf the City of Corpus Chdsti who worked on any matter related to the subject of this contract and has an "ownership interest" constituting 35 or more of the ownership in the above named "firm" Name Consultant N/A CERTIFICATE I certify that all information provided is true and correct as ct' the date ct' this statement, that I have not knowingly withheld disclosure ct' any ini'ormation requested; and that supplemental statements will be promptly submitted to the City of Corpus Christi, Texas~/anges oco~ / / (Typ~ or Pdnt~ ~/ / /~q //~__ Title: ,. Signatu re °~ Ce difying Pe rs°n: ~'~ i~/~/ Date: EXHIBIT 4 '17 CITY COUNCIL AGENDA MEMORANDUM June 14, 2005 AGENDA ITEM: Ordinance abandoning and vacating a portion of a 20-foot wide (143.76-square feet) utility easement out of Lot 12, Block 2, The Vineyards Unit lA, located east of Airline Road and south of Saratoga Boulevard; requiring the owner, Rigoberto Lopez, to comply with the specified conditions; and declaring an emergency. ISSUE: City Charter requires City Council approval to abandon and vacate any portion of an easement REQUIRED COUNCIL ACTION: City Charter requires City Council approval to abandon and vacate an easement. IMPLEMENTATION SCHEDULE: Upon approval from Council and publicaUon of the ordinance, all grants of easement closures must be recorded in the real property Map Records of Nueces County, Texas, in which the property is located. Pdor to Building Permit approval of construction, an up-to- date survey, abstracted for all easements and items of record, must be submitted to the Director of Development Services. These requirements are in compliance with Ordinance No. 025816, approved 7-13-04. RECOMMENDATION: Staff recommends approval of the ordinance as presented on an emergency basis. B.A. Holly, ~ICP Director of Development Services Attachments: Exhibit A. Exhibit B. Exhibit C. Exhibit D. Exhibit E. Background information Ordinances Location Map Site Map Hold Harmless Agreement and Covenant AGENDA MEMORANDUM ADDITIONAL BACKGROUND INFORMATION PURPOSE OFCLOSUREAND BACKGROUND: Urban Engineering, on behalf of Airy Enterprises, Inc. (Developer) and Rigoberto Lopez (Owner), is requesting the abandonment and vacation of a 143.76-square foot portion of a 20-foot wide utility easement in Lot 12, Block 2, The Vineyards Unit lA, located east of Airline Road and south of Saratoga Boulevard, in order to correct an encroachment into the easement when the house was built. The easement to be abandoned and vacated is located in an "R-1 B" one-family dwelling distdct The encroachment of the southwest corner of the house into the easement is approximately 8-feet away from an existing sanitary sewer line that is located between the two manholes within the 20-foot wide utility easement. All public and franchised utilities were contacted. City Wastewater Department has an existing 10-inch sanitary sewer line, approximately, 19-feet deep in the easement that is approximately 8-feet from one of the comers of the house. The Wastewater Department is asking for indemnification against any damage to the house, if and when any future maintenance repairs are needed to the sanitary sewer line. None of the other city departments and franchised utility companies had objections or facilities within the portion of utility easement to be abandoned. Staff recommends payment of the fair market value of ~235 for the abandonment and vacation of a 143.76-square foot portion of the 20-foot wide utility easement. The owner has been advised of and concurs with the conditions of the easement abandonment and vacation. EXHIBIT A FROM: B.A. Holly, AICP, Director of Development Services DATE: June 3, 2005 TO THE CITY MANAGER OF THE CITY OF CORPUS CHRISTI: ORDINANCE REQUEST DATE RECOMMENDED FOR COUNCIL ACTION: June 14, 2005 ORDINANCE CAPTION: Ordinance abandoning and vacating a podion of a 20-foot wide (143.76-square [eet) utility easement out or Lot 12, Block 2, The Vineyards Unit lA, located east of Airline Road and south of Saratoga Boulevard; requiring the owner, Rigobedo Lopez, to comply with the specified conditions; and declaring an emergency. OTHER PERTINENT INFORMATION TO BE INCLUDED IN ORDINANCE: Plat is recorded in Volume 58, Page 164, of the Map Records or Nueces County, Texas. SPECIFIED CONDITIONS AS PART OF CLOSURE: 1) That the Owner pay the fair market value fee of $235 forthe abandonmentandvacationofthe total 143.76-square foot podion ol~ the 20-foot wide utility easement. 2) Owner must comply with all of the conditions as set fodh in the Hold Harmless Agreement and Covenant. 3) Maintain the easement area (approximateLy 60-feet) between the two manholes in the 20-foot utility easement free or any permanent structures that could prohibit access and maneuverability over the easement area to maintain, repair, or replace the sanitary sewer line. 4) Upon approval from Council and issuance o¢ the ordinance, all grants of easement closures must be recorded at owner's expense in the real property Map Records of Nueces County, Texas, in which the property is located. Pdor to Building Permit approval of construction, an up-to, ate survey, absLracled i~or all easements and items of record, must be submitted to the Director Development Services. REQUESTED BY: B.A. Holly, AI~P, Director o[ Development Services APPROVED: DATE: EXHIBIT B AN ORDINANCE ABANDONING AND VACATING A PORTION OF A 20-FOOT WIDE (143.76 SQUARE FEET) UTILITY EASEMENT OUT OF LOT 12, BLOCK 2, THE VINEYARDS UNIT lA, LOCATED EAST OF AIRLINE ROAD AND SOUTH OF SARATOGA BOULEVARD; REQUIRING THE OWNER, RIGOBERTO LOPEZ, TO COMPLY WITH THE SPECIFIED CONDITIONS; AND DECLARING AN EMERGENCY. WHEREAS, there is 143.76-square foot portion of a 20-foot wide utility easement in Lot 12, Block 2, The Vineyards Unit lA, located east of Airline Road and south of Saratoga Boulevard, as recorded in Volume 58, Page 164, Map Records Nueces County, Texas, that the owner, Rigoberto Lopez, (Owner), wishes to have abandoned and vacated; and WHEREAS, it has been determined that it is feasible and advantageous to the City of Corpus Christi to abandon and vacate said portion of the utility easement [or all purposes, subject to the provisions below. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CORPUS CHRISTI, TEXAS, THAT: SECTION 1. That the 143.76-square foot portion of a 20-foot wide utility easement in Lot 12, Block 2, The Vineyards Unit lA, as recorded in Volume 58, Page 164, Map Records Nueces County, Texas is abandoned and vacated for public use as utility easement, subject to Owner's compliance with the following specified conditions as part of the abandonment and vacation: 1) That the Owner pay the fair market value fee of $235.00 for the abandonment and vacation of the total 143.76-square foot portion of the 20-foot wide utility easement. 2) Owner must comply with all of the conditions as set forth in the Hold Harmless Agreement and Covenant. 3) Owner must maintain the easement area (approximately 60-feet) between the two manholes in the 20-foot utility easement free of any permanent structures that could prohibit access and maneuverability over the easement area to maintain, repair, or replace the sanitary sewer line. 4) Upon approval from Council and issuance of the ordinance, all grants of easement closures must be recorded at owner's expense in the real property Map Records of Nueces County, Texas, in which the property is located. Prior to Building Permit approval of construction, an up-to-date survey', abstracted for all easements and items of record, must be submitted to the Director of Development Services. SECTION 2. That upon written request of the Mayor or five council members, copy attached, the City Council (1) finds and declares an emergency due to the need for H:\LEG-DIRLIoseph\ORD -Vineyards-ay.doc immediate action necessary for the efficient and effective administration of City affairs and (2) suspends the Charter rule that requires consideration of and voting upon ordinances at two regular meetings so that this ordinance is passed and takes effect upon first reading as an emergency measure this the 14th day of June, 2005. ATTEST: THE CITY OF CORPUS CHRISTI Armando Chapa City Secretary Henry Garrett Mayor Approved '..i ~, ,--,-~ ~1 ,2005 Joseph ey Assistant City Attorney For City Attorney HSLEG-DlRXJoseph\ORD-Vineyards-av.doc Corpus Christi, Texas day of ,2005 TO THE MEMBERS OF THE CITY COUNCIL Corpus Christi, Texas For the reasons set forth in the emergency clause of the foregoing ordinance, an emergency exists requiring suspension of the Charter rule as to consideration and voting upon ordinances at two regular meetings: INVe, therefore, request that you suspend said Charter rule and pass this ordinance finally on the date it is introduced, or at the present meeting of the City Council. Respectfully, Respectfully, Henry Garrett, Mayor City of Corpus Christi Council Members The above ordinance was passed by the following vote: Henry Garrett Brent Chesney Melody Cooper Jerw Garcia Bill Kelly Rex A. Kinnison John E, Marez Jesse Noyola Mark Scott H:\LEG-DlR~Joseph\ORD-Vineyards-av.doc The Vineyards Unit IA LOCATION MAP EXHIBIT C EXHIBIT D Page 1 of 2 EXHIBIT D Page 2 of 2 HOLD HARMLESS AGREEMENTANDCOVENANT STATE OFTEXAS* COUNTY OFNUECES* Whereas, the property improvements located at 3225 Sonoma Drive, Corpus Chdsti, Nueces County, Texas, 78414, also known as Lot 12, Block 2, The Vineyards Subdivision Unit lA. are encroaching into a City of Corpus Christi (City) utility easement, as shown in the attached Exhibit A; and Whereas, in consideration of the City abandoning and vacating said portion of the utility easement, I, Rigoberto Lopez, (Owner) agree to hold harmless the City for any damage that may occur to my improvements at 3225 Sonorna as a result of any future utility work in the easement; Therefore, I, Rigoberto Lopez, as owner of the real property and improvements located at 3225 Sonoma Ddve, Corpus Christi, Nueces County, Texas, 78414, also known as Lot 12, Block 2, The Vineyards Subdivision Unit lA (Property), a map of which is recorded in Volume 58, Page 164, Map Records, Nueces County. Texas, agree to forever bind myseff, the Prof:~erty, and subsequent owners and assigns with the following covenant: OWNER, COVENANTS TO FULLY INDEMNIFY, SAVE AND HOLD HARMLESS THE CITY OF CORPUS CHRISTI, ITS OFFICERS, EMPLOYEES, AND AGENTS, ("INDEMNITEES") AGAINST ANY AND ALL LIABILI'I'Y. DAMAGE, LOSS, CLAIMS, DEMANDS AND ACTIONS OF ANY NATURE WHATSOEVER ON ACCOUNT OF PERSONAL INJURIES (INCLUDING, WITHOUT LIMITATION ON THE FOREGOING, WORKERS' COMPENSATION AND DEATH CLAIMS), OR PROPERTY LOSS OR DAMAGE OF ANY KIND WHATSOEVER, WHICH ARISE OUT OF OR ARE IN ANY MANNER CONNECTED WITH, OR ARE CLAIMED TO ARISE OUT OF OR BE IN ANY MANNER CONNECTED WITH THE CONSTRUCTION. INSTALLATION, EXISTENCE, OPERATION, USE, MAINTENANCE, REPAIR, RESTORATION, OR REMOVAL OF UTILITIES WITHIN THE EASEMENTS ABUTI'ING THE PROPERTY AND IMPROVEMENTS LOCATED AT 3225 SONOMA DRIVE, ALSO KNOWN AS LOT 12, BLOCK 2, THE VINEYARDS SUBDIVISION UNIT IA, INCLUDING THE INJURY, LOSS OR DAMAGE CAUSED BY THE SOLE OR CONTRIBUTORY NEGLIGENCE OF THE INDEMNITEES OR ANY OF THEM. This agreement shall be construed in accordance with the laws of the State of Texas. If any portion of this instrument is held invalid, the balance shall continue in full force and effect. ~ of 2 EXHIBIT E This agreement is a covenant running with the land and shall be recorded in the Official Public Records of Nueces County, Texas. ~ Owner of Lot 12, Block 2, The Vineyards Subdivision, Unit lA THE STATE OF TEXAS * COUNTY OF NUECES * was acknowledged before me on(-- (~/2~_- '1~) , This instrument 2005 by Rigoberto Lopez as owner of the property known as Lot 12, Block 2, Vineyards Subdivision, Unit lA, physical/a Christi, Texas 78414. Notary~ dress being 3225 Sonoma, Corpus ublic in and {~/r the State of Texas (Seal) 2 of 2 EXHIBIT E 18 AGENDA MEMORANDUM PUBLIC IIEARING - ZONING (City Council Action Date: 6/14/05) Case No. 0405-01- JIMREC: A change of zoning from "R-lB" One-family Dwelling District on Tracts 1 and 2 and "A-I" Apartment House District on Tracts 3, 4 and 5 to "B-I" Neighborhood Business District on Tracts 1 and 3, "AB" Professional Office Distr/ct on Tracts 2 and 4, and "B-4" General Business District on Tract 5. The properD' is 23.9l acres being out of Lots 1, 2, 15 and 16, Section 10 in the Flour Bluff and Encinal Farm and Garden Tracts, loc ated along the east side of South Staples Street and north of Yorktow'n Boulevard. Planning Commission R~ommendation (4/20/05'): · Tractsl and 3: Approval of "B-l" Neighborhood Business District. · Tracts 2 and 4: Approval of "AB" Professional Office District. · Tract 5: Denial of "B-4" General Business District and, in lieu of, approval of a "B-I" Neighborhood Business District on the western 350 feet of Tract 5 and the remaining portion of Tract 5 be zoned "AB" Professional Office District. Staff Recommendation (4/20/05}: · Tracts 1 and 3: Denial of"B-l" Neighborhood Business District and, in lieu of, approval of "AB" Professional Office Dislrict zoning. · Tracts 2 and 4: Approval of"AB" Professional Office District. · Tract 5: Denial of"B-4" General Business Dis~ict and, in lieu of, approval of"AB" Professional Office District. Requested Council Action (as recommended by the Planning Commission): · Tracts 1 and 3: Approval of"B-l" Neighborhood Business District. · Tracts 2 and 4: Approval of"AB" Professional Office District. · Tract 5: Denial of"BM" General Business Dislzict and, in lieu of, approval of"B-l" Neighborhood Business District on the western 350 feet of Tract 5 and the remaining portion of Tract 5 be zoned "AB" Professional Office District. Puroose of Recluest: Business and professional office uses. Note: Trip I~eneratlon rates for Tracts I - 4 were based on the applicant's conceptual site plan (See attached site plan in Zoniml Reportl: Tracts 1 and 3 are proposed for "B-I" Neighborhood Business District and consist of a total ora tohal of 7.808 acres. Conunercial development typically generates 40.67 average daily vehicle trips per 1,000 feet of gross floor area. Neighborhood commercial development of 55,200 square feet on Tracts 1 and 2 would generate approximately 2,245 average daily trips. Access is prov/ded along South Staples Street, an urban arterial which i s improved to its ultimate planned capacity of four travel lanes and a continuous center turn lane. The "B-I" District offers a broad range of uses including restaurants, retail and personal service uses. A~¢ndz Memorandum 0405~)i (.IIM REC) Tracts 2 and 4 are proposed for "AB" Professional Office District and consist of 12.071 acres. Professional office development lypically generates 1 l average daily trips per 1,000 square feet of gross floor area. The proposed 137,116 square feet of professional office development would generate an additional 1,508 average daily trips on South Staples Street. Tract-5 is proposed for "B-4" General Business District and consists of 4.035 acres. If the tract were developed with 48,000 square feet of commercial development an additional 1,952 average daily trips would be generated on South Staples S~eet. All of the future development on the subject properties would have primary access onto South Staples Street and would generate an additional 5,700 average daily trips on South Staples Street. The 2001 traffic count on South Staples Street at this location was 20,510 Average Daily Trips. If the 5,700 A.D.T. w ere added, t he total o f 2 6,210 A .D.T. would b e more t hah t he design capacity o f South Staples Street with a Level of Service C (24,000 A.D.T. per the City's Transportation Plan). If other vacant and commercially zoned properties along South Staples Street were added to the total, the level of service of the roadway would be significantly diminished. Department's Comments: The Department recommends that all the subject tracta be zoned "AB" Professional Office District to provide development which would generate significantly less traffic per acre than the requested commercial development and would be much more conducive to mitigating eaffic congestion on South Staples Street. Future development of the abutting large vacant "B4" General Conu-nercial District tracts to the north towards Lipes Boulevard and to the south towards Yorktown Boulevard will generate more traffic and result in significantly more traffic congestion on South Staples Street. An "AB" Professional Office District on the subject tracts provides a wide range of uses including professional offices, multi-family residential uses, medical clinics, childca.re centers, hair salons, and studios. In the long term, South Staples Street ~vill provide the primary linkage to the vast areas of existing and future development south of Oso Creek. Traffic congestion on South Staples Street will, accordingly, be adversely impacted thus discouraging strip commercial development along this important corridor is of critical importance. Applicant's Position: The applicant concurs with Planning Commission's recommendation. Notification: Of the 27 notices mailed to the surrounding property owners, none were returned in favor and one was returned from outside the notice area indicating that the Barclay Grove Neighborhood Association was opposed to apartments. The 20% rule is not invoked. This case is considered con troversifll. ,~ ~ Michael N. Gunning, AICP ] Assistant Director of Development Services/ / MG/FGM/gp Attachments: 1) Zoning Report 2) Zoning Maps 3) Planning Corranission Minutes 4) Ordinance HSP[ N-D IR~S HAKED\GaiI\WOKD',AG EN DM EMX~ 005hMay\04054)1.2AGENDAMEMO doc CI'TY COUNCZL ZONZNG REPORT Case No.: 0405-01 CiD' Council Hearing Date: June 14, 2005 Applicant: JIMREC Owner: Same as applicant Agent: Urban Engineering - Chuck Urban Legal Description/Location: 23.91 acres out of Lots 1, 2, 15 and 16, Section 10 in the Flour Bluffand Encinal Farm and Garden Tracts, located along the east side of South Staples Street and north of Yorktown Boulevard. From: To: Tract 1-"R-lB" One-family Dwelling District Tract 2- "R-lB" One-family Dwelling District Tract 3- "A-I" Apartment House District Tract 4- "A-I' Apartment House District Tract 5- "A-I" Apartment House District Tract 1- "B-I" Neighborhood Business District Tract 2-"AB" Professional Office District Tract 3-"B-1 Neighborhood Business District Tract 4- "AB" Professional Office District Tract 5-"B-4" General Business District Tract 1- 5.972 acres Tract 2- 9.233 acres Tract 3- 1.836 acres Tract 4- 2.838 acres Tract 5- 4.035 acres Total acres -- 23.91 acres Tract 1- Neighborhood Business Zoning Tract 2- Professional Office Zoning Tract 3- Neighborhood Business Zoning Tract 4- Professional Office Zoning Tract 5- General Bush~ess Zoning Zomng Report Case No. 0405-01 (JIMREC) Page 2 Zoning Existing Land Use Site "A-1" Apartment Low Density House District and Residential "R-lB" One-family Dwelling and Dwelling District undeveloped farmland North "B4" General Single-family Business Dislrict and Residential and "R-lB" One-family undeveloped land Dwelling District South "B4" General Undeveloped land Business District "A-I" East Apartment Undeveloped land House District and "R-lB" One-family Dwelling District West "B-l"Neighborhood Single-family Commercial, "B--4" Residential, General Business, undeveloped land, "FR" Farm Rural General District and "R-lB" Commercial, and One-family Medium Density Dwelling District Residential Future Land Use Medium Density Residential and Low Density Residential General Commercial and Low-Density Residential General Commercial Medium Density Residential and Low Density Residential General Business, Low Density Residential and Medium Density Residential Area Development Plan: Southside- 'Ire future land use map supports medium4ensity residential on the western ~/4 of the subject property, and medium-density residential and single-family residential on the eastern ¼ of the subject property. Map No.: 044032, 045032 Zoning Violations: None Change of zoning: Tract 1-From "R-lB" One-fa~nily Dwelling District to "B-I" Neighborhood Business District Tract 2- From "R-1B" One-family Dwelling District to "AB" Professional Office Distr/ct Tract 3- From "A-I" Apartment House District to "B-I" Neighborhood Business District Tract 4-From "A-I" Apartment Ilousc District to "AB" Profcssional Office District Tract 5-Frown "A-1' Apartment House District to "B-.4" General Business District H :~P I N-D IRXS HA RED\GaiI\WO RDLZONrRPTS ~ 005~April\0405 _01CCRcportREV doc Zoning Report Case No. 0405-01 (IIMREC) Page 3 Tracts-1 and 3 are proposed for "B-i" Neighborhood Business District and consists of a total of 7.808 acres. Commercial development typically generates 40.67 average daily trips per 1,000 feet of gross floor area. 8,000 to 10,000 square feet of neighborhood commercial development on Tracts 1 and 2 would generate between 325 and 400 average daily trips. Access is provided along South Staples Street, an urban arterial which is improved to its ultimate planned capacity of four travel lanes and a continuous center turn lane. The "B-I" Dis~-ict offers a broad range of uses including restaurants, retail and personal service uses. Tract-2 is proposed for "AB" Professional Office District and consists of 9.233 acres. Professional office development typically generates 11 average daily trips per 1,000 square feet of gross floor area. If the tract were developed with 10,000 square feet of professional office development such development would generate an additional 110 average daily trips on South Staples Street. The "AB" Professional Office District, if approved, would modify the multifamily residential and single-family land uses on the future land use map to professional office. Tract-4 is proposed for "AB" Professional Office District and consists of 2.838 acres. If the tract were developed with 5,000 square feet of professional office development such development would generate and additional 55 average daily trips on South Staples Street. Tract-5 is proposed for "B.-4" General Business District and consists of 4.035 acres. If the tract were developed with 2,000 to 4,000 square feet of commercial development such development would generate an additional 82 to 164 average daily trips on South Staples Street. Street Type Paved Section Volume (2001) South Staples Street Urban Arterial 100' ROW w/70' Back to Back 20,510 a.d.t. paved section, 5-lane roadway The property is not platted and will require platting prior to issuance of building permits. The "B-4" General Business and "B-I" Neighborhood Business Districts permit uses generating much higher volumes of traff~c than professional office uses. Substantial commercial zoned vacant properties abut the north and south sides of the subject tracts between Yorktown Boulevard and Lipes Boulevard along the east side of South Staples Street. Also, much of the west side of South Staples Street is also zoned for commercial development in this same general area The "AB" Professional Office District provides development which would generate significantly lass traffic per acre at this mid-block location than the requested commercial development. This lower intensity of development would be much more conducive to mitigating la"affic congestion on South Staples Street. The requested "B-4" and "B-I" zoning is not consistent with the adopted Southside Area Development Plan. An "AB" Professional Office District on all five tracts perm/ts a range of uses, including non-medical and medical offices, apartments, hospitals, medical centers, clinics, childcare centers, beauty shops and hair salons. H:~PLN DIR~S HAILED\GaiI\WORDxZONI~TS~2005~Apfil\04054)1 CC Re'portREV doc Zoning Report Case No, 0405-01 (J1MREC) Page 4 · Tracts I and 3: Denial of"B-l" Neighborhood Business District and, in lieu of, approval of"AB" Professional Office District. Tract 2: Approval of"AB" Professional Office District. Tract 4: Approval of"AB" Professional Office District. · Tract 5: Denial of"B-4" General Business District and, in lieu of, approval of"AB" Professional Office District. Tracts 1 and 3: Approval of"B-l" Neighborhood Business District. Tract 2: Approval of"AB" Professional Office District. Tract 4: Approval of "AB" Professional Office District. Tract 5: Denial of"B4." General Business District and, in lieu of, approval of "B-I" Neighborhood Business District on the western 350 feet of Tract 5 and the remaining portion of Tract 5 be zoned "AB" Professional Office District. Number of Notices Mailed 27 Favor 0 Opposition One returned from outside the notice area indicating that the Barclay Grove Neighborhood Association was opposed to apartment development. (As of June 7, 2005) Attachments: Zoning Maps Conceptual Site Plan H:~P LN-DIRXSHARED/Gai[~WORD\ZONRPTS~005~ApfilYM05-01CCReportREV doc R-lB A-1 B-1 B-4 B-4 ( Regular- Requested by Applicant ) / / -lB / / / / SUBJECTPARCEL NORTH 0 100 200 400 Fee[ A-1 R-lB B-4 B~I B-4 -lB SUBJECT PARCE~ ( Alternative l- Planning Commission Recommei]dation) NORTH 0 100 200 400 Feel R-lB B.-4 -1 B SUBJECTPARCEL' Allern,'dive 2- Staff Recommendation) NORTH 0 100 200 400 Feet UOISlAIpqns o,~ ~0,~ s,JawJe_-I? ~ I~Jll11111~lll Idl Ill I~111 IIII lidl IIII MINUTES REGULAR PLANNING COMMISSION MEETING Council Chambers- City. Hall Wednesday - April 20, 2005 a. Case No. 0405-01 J1MREC: "R-lB" One-family Dwelling District on Tracts 1 and 2, and an "A-i" Apartment House Distxict on Tracts 3, 4 and 5 to a "B-I' Neighborhood Business District on Tract 1, an "AB" Professional Office District on Tract 2, a "B-1" Neighborhood Business District on Tract 3, an "AB" Professional Office District on Tract 4 and a "B4" General Business District on Tract 5; resulting in a land use chanze from low and medium densiW residential uses to medium to high impact office/business uses Being 2 3.91 Acres out of Lots 1,2, 1 5 and I 6, Section 1 0 in the Flour B luffand E ncinal Farm and Garden Tracts, located along the east side of South Staples Street north of Yorktown Boulevard. Request: Change of zoning from "R-lB" One-family Dwelling District to "B-I" Neighborhood Business Dislrict on Tract 1; "R-lB" One-family Dwelling Dislrict to "AB" Professional Office Dis~ict on Tract 2; "A-I" Apartment House District to "B-I" Neighborhood Business District on Tract 3; "A-I" Apartment House Dislrict to "AB" Professional Office District on Tract 4 and "A- l'' Apattment house District "B4" General Business Dislrict on Tract 5 Excerpts from Zoning Report Legal Description/Location: 23.91 acres out of Lots 14-16 and a portton of Lots 1, 2, 15 and 16, Section lO in the Flour Bluff-and Encinal Farm and Garden Tracts, located along the east side of South Staples Street north of Yorktown Boulevard. Purpose of Request: Tract 1-Neighborhood Business Zoning, Tract 2 -Professional Office Zoning; Tract 3 -Neighborhood Business zoning; Tract 4 -Professional Office Zoning and Tract 5 -General Business Zoning Area Development Plan_ Southside-the future land use map supports medium-density residential on the western ~ of the subject property, and single-family and medium density residential on the eastern IA of the subject property. Department Comments: The "B-4" General Business and "B-I "NeighborhoodBusiness Districts permit uses generating much higher volumes of traffic than professional office and medium deusity residential uses a~'proposed by' staff The exteaxiou of the "B-4" General Business and the "B-1 "Neighborhood Business Districts along South Staples Street is not supported. Staff Recommendation: Tracts 1 and 3-Denial of "B-l " Neighborhood Business Distn'ct and approval of "AB" Professional Office District zoning. Tract 2-Approval of "AB" Professional Office District on the western 2/3 of Tract 2, Denial of "AB" Professional Office District on the eastern 1/3 and retaining the existing "R-lB" One-family dwelling District. Tract 4-Approval of "AB" Professional Office District on the western 2/3 of Tract 4, denial of "AB "Professional Office District on the eastern 1/3 and retaining the existing "A-I "Apartment House District. Tract 5-Denial of "B 4" General Business District on the western ~ of Tract 5 and approval of "AB" Professional Office District and denial of "B-4" General Business District on the eastern ~ and retaining the existing "A-1 "Apartment House District. Planning Comnussion Minutes 0405-01 (JIMREC) P age 2 Mr. Mic Raasch provided graphics of the subject property and the surrounding area. The zoning report and tape recording are on file. Mr. Raasch stated that Tracts-1 and 3 are proposed for "B-I" Neighborhood Business District and consists of a total of 7.807 acres. Access is provided along South Staples Street, an urban arterial which is improved to its ultimate planned capacity of four travel lanes and a conhnuous center turn lane. Platting of the property will not require additional right-of-way dedication for South Staples Stxeet. The Southside Area Development Plan future land use map recommends medium density residential development (8 to 22 units per acre density) on Tracts 1 and 3. The "B-i" District offers a much more broad range of uses including restaurants, retail and personal service uses and much more traffic generated from those commercial uses, and more sign area than allowed by the existing "A-I" Apartment House District Staffrecommends as a compromise "AB" Professional Office District zoning. Tract-2 is proposed for "AB" Professional Office District. The Southside Area Development Plan futm-e land use map recommends medium density residential for the western 2/3 of Tract 2 and low density residential for the eastern 1/3 of Tract 2. Staff is recommending "AB" on the western 2/3 and to retain the existing "R- lB" One-family Dwelling District on the eastern 1/3 of Tract 2. Tract-4 is proposed for "AB" Professional Office District. The Southside Area Development Plan future land use map recommends medium density residential for the western 2/3 of Tract 4 and single-family residential for the eastern 1/3 of Tract 4. Staff is recommending "AB" Professional Office District on the western 2/3 of Tract 4 and to rctain the existing "A-I" Apartment House District on the eastern 1/3 of Tract 4. Tract-5 is proposed for "B-4" General Business District and consists of 2.052 acres. The Southside Area Development Plan future land use map recommends medium density residential on all of Tract 5. Staff ts recommending "AB" on the western 3/4 of Tract 5 and to retain the existing "A-I" Apartment House Dislrict on the eastern 1/4 of Tract 5. He stated that there were 27 notices mailed. One notice was returned from outside the notification area from Barclaye Grove Neighborhood Association. In response to Chairman Berlanga and Commissioner Pusley's questions, Mr. Raasch indicated that the issue from the prior meeting was that the legal description was inaccurate and the mapping and owner notification had to be redone Additional property owners were notified within the 200 foot notification area. The Neighborhood Association sent a letter stating opposition to the zoning change. In response to Commissioner Salazar's question, Mr. Raasch stated that the land owned to the east is currently owned by the same property owner. J1MREC is the property owner of approximately eighty, six (86) acres in the whole tract. Mrs. G oode-Macon indicated t hat t he Ietter e f opposition came from t he representative o f the Neighborhood Association which is outside the notification area. Commissioner Pusley indicated that he would like to see a map of what staff is recommending. The Barclaye Grove Subdivision is well within the notification range. Public Heanng opened. No one appeared in opposition. Chuck Urban, 2725 Swanmer, provided graphics to present to the Planning Commission. Mr. Urban introduced Mr. Sudhoff to clear up any misunderstanding or confusion regarding what is being proposed. Mr. Urban stated that what staff is recommending is "AB" back to the residential subdivision. The mosl confusing right now would be that Tract 5 falls within the "A-I". The whole concept was to Planning Comrmssion Minutes 0405-01 (JIMREC) Page 3 have a strip of"B-l" zoning for retail and buffer back the residential to "AB". When the project started it was a textbook type of zoning configuration. The applicant wanted to get a "B-4", because of the h~gh demand for it. Mr. Sudhoffhas been resea~cking the demand for retail in this particular area. It appears to be more of a need for retail than office spaces. Mr. Gunning prov/ded a sketch of what is being proposed and what staff is recommending. He indicated that the applicant is dealing with a large tract of land developed on the east side of Staples Street. The applicant basically wants to create a zoning configuration that provides for a higher density development ("B4") along South Staples Street frontage and a lower density ("AB") development towards the east on tracts 14. The applicant had originally requested along the street front a "B-I" Neighborhood Business District which was to be backed up by an "AB" Professional Office District. The request for a "B4" on tract 5 is an extension of the existing "B4" abutting to the south along the east side of Staples Street. S taft i s concemed a bout t he commercial development a t m id-block between maj or intersections. In lieu of the "B-I', staffhad recommended along the frontage for all of tract 1, 2/3 of tract 2 an "AB" Professional Office District. Immediately behind it and abutting the south side of the residential to the north, this tract would be an "R-lB" District to be extended to the back side of the north boundary of the existing "B4". On Tracts 3 and 4, staff also recommended denial of the "B-I" Business neighborhood District and approval of an "AB" Professional Office District. On Tract 5 staff also recommended denial of the "B-4" General Business District and approval of the "AB" Professional Office District. In response to Mr. Gunning's statement, Mr. Urban indicated that the applicant wanted s omc retail w/thin 350 feet along Staples Slreet frontage instead of the "AB" Professional Office District and the only other difference was how far back should the "AB" be needed and still allow for the subdivision We are concerned with the "AB" Professional Office District versus "B-I" Neighborhood Business District within the 350 foot strip. "AB" is what staff is recommending and "B4" is what is being requested. In response to Commissioner Salazar's question, Mr. Sudhoff indicated that a "B-I" would be considered straight across instead of"B4". In response to Commissioner Pusley's question, Mr. Sudhoff stated that no one from his office had discussed any concerns with the Barclaye Grove Neighborhood Association. Mr. Sudhoff, 4350 Ocean Drivc, provided a graphic presentation to the Commissioners and stated that there wcre two issues when dealing ~xith this piece of property. The properts~ is just under ninety (90) acres of land and as the sales associate hired to market and broker this property, in Corpus Christi there is an abundance amount of vacant land and pieces of property that are undeveloped to what their potential could be. He stated that he is trying to maximize its potential. The subject property is on one of the busiest and one of the most progressive comers in Corpus Christ~. Mr. Sudhoff indicated that Yorktown will eventually hit Padre Island, it is a corridor through the Crosstown Expressway. It will be another Saratoga. With this intersection there are two issues being the "B-I" in front and changing the "AB" a little further back than what the staff is recommending which is "R-lB". The "AB" is being requested because of potential buyers. There is a contract on 50 acres to build single-family residential homes. This person only wishes to purchase this amount of land. There is currently a group in California attempting to purchase "B-1 ", "AB" and "B4" zoned level With this piece of property under contract, it is now ready to be developed into something that Corpus Christi has not yet seen before The subject property is being compared to Khol's Shopping Center and it's success. There are people coming into Corpus Christi willing to invest money into a growing ci~ with many vacant potential lots Planning Commission Minutes 0405-01 (JIMREC) P age 4 In response to Commissioner Mires' question, Mr. Sudhoff indicated that he has spoken to Texas Department of Transportation and the local architectural firm WKMC regarding research and access. WKMC has proposed the creation of a 20 foot barrier buffer along the rear for residential adjacency and along the sides of the property. Thc buffer will include heavy landscaping. Corpus Christi is progressing quickly and a new shopping center would bring new jobs. Commissioner Pusley indicated that Mr. Sudhoff speak to the Neighborhood Association; show them the proposal and get a letter of recommendation rather than a letter of opposition before action is taken to City Council. In response t o Commissioner P usley's question regarding 1 andscaping, M r. Gunning indicated that the applicant would have to follow the standard landscaping plans for the buffer area. Mr. Gunning also indicated that after reviewing Mr. Sudhoff's proposal, staff is willing to drop the "R-lB" on the rear portion of the property. He also stated that without having a site plan review process it makes it difficult to give better details. The public hearing was closed. A motion was made by Commissioner Mims and seconded by Commissioner Braselton to approve a "B-I" Neighborhood Business District across the entire front of South Staples to a depth of 350 feet and "AB" Professional Office District on the remaining Iracts. The motion passed unanimously. H:~PLN-DIR~HARED\GaiI\WORD~AGENDMEM'~2005~X4ay~0405431 Minutes Excerpt.doc AN ORDINANCE AMENDING THE ZONING ORDINANCE, UPON APPLICATION BY JIMREC BY CHANGING THE ZONING MAP IN REFERENCE TO 23.91 ACRES OUT OF FLOUR BLUFF AND ENCINAL FARM AND GARDEN TRACTS, SECTION 10, LOTS 1, 2, 15 AND 16 FROM: "R-lB" ONE-FAMILY DWELLING ON TRACTS I AND 2, AND "A-I" APARTMENT HOUSE DISTRICT ON TRACTS 3, 4 AND 5 TO: "B-I" NEIGHBORHOOD BUSINESS DISTRICT ON TRACTS I AND 3, "AB" PROFESSIONAL OFFICE DISTRICT ON TRACTS 2 AND 4, AND "B-I" NEIGHBORHOOD BUSINESS DISTRICT ON THE WESTERN 350 FEET OF TRACT 5 AND "AB" PROFESSIONAL OFFICE DISTRICT ON THE REMAINING PORTION OF TRACT 5; AMENDING THE COMPREHENSIVE PLAN TO ACCOUNT FOR ANY DEVIATIONS FROM THE EXISTING COMPREHENSIVE PLAN; PROVIDING FOR PUBLICATION; AND DECLARING AN EMERGENCY. WHEREAS, the Planning Commission has forwarded to the City Council its reports and recommendations concerning the application of JIMREC for amendment to the City of Corpus Christi Zoning Ordinance and Zoning Map; WHEREAS, with proper notice to the public, public hearings were held on Wednesday, April 20, 2005, dudng a meeting of the Planning Commission, and on Tuesday, June 14, 2005 during a meeting of the City Council, in the Council Chambers, at City Hall, in the City of Corpus Chdsti, during which all interested 3ersons were allowed to appear and be heard; and WHEREAS, the City Council has determined that this amendment would best serve public health, necessity, and convenience and the general welfare of the City of Corpus Christi and its citizens. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CORPUS CHRISTI, TEXAS: SECTION 1. That the Zoning Ordinance of the City of Corpus Christi, Texas, is amended by changing the zoning on Tract 1 (5.972 acres out of Flour Bluff and Encinal Farm and Garden Tracts, Section 10, Lots 1 and 16) from "R-lB" One-family DweIling District to "B-1" Neighborhood Business District; on Tract 2 (9.233 acres out of FIour Bluff and Encinal Farm and Garden Tracts, Section 10, Lots 1,2, 15 and 16) from "R- 1B" One-family Dwelling District to "AB" Professional Office District; Tract 3 (1.836 acres out of Flour Bluff and Encinal Farm and Garden Tracts, Section 10, Lot 16) from "A-l" Apadment House District to "B-l" Neighborhood Business District; Tract 4 (2.838 acres out of Flour Bluff and Encinal Farm and Garden Tracts, Section 10, Lots 15 and 16) from "A-1" Apartment House District to "AB" Professional Office District; and Tract 5 (4.035 acres out of Flour Bluff and Encinal Farm and Garden Tracts, Section 10, Lots 15 and 16) from '%-1" Apartment House District to "B-I" Neighborhood Business District on the western 350 feet and "AB" Professional Office District on the remaining portion of Page 2 of 3 Tract 5; located along the east side of South Staples Street and north of Yorktown Boulevard, as shown on the attached Exhibit. (Maps 044032, 045032) SECTION 2. That the official Zoning Map of the City of Corpus Christi, Texas, is amended to reflect the amendment to the Zoning Ordinance made by Section I of this ordinance. SECTION 3. That the Zoning Ordinance and Zoning Map of the City of Corpus Christi, Texas, approved on the 27th day of August, 1937, as amended from time to time, except as changed by this ordinance and any other ordinances adopted on this date, remain in full force and effect. SECTION 4. That to the extent that this amendment to the Zoning Ordinance represents a deviation from the Comprehensive Plan, the Comprehensive Plan is amended to conform to the Zoning Ordinance, as amended by this ordinance. SECTION 5. That all ordinances or parts of ordinances in conflict with this ordinance are hereby expressly repealed. SECTION 6. That publication shall be made in the official publication of the City of Corpus Christi as required by the City Charter of the City of Corpus Chdsti. SECTION 7. That upon written request of the Mayor or five Council members, copy attached, the City Council (1) finds and declares an emergency due to the need for immediate action necessary for the efficient and effective administration of City affairs and (2) suspends the Char~er rule as to consideration and voting upon ordinances at two regular meetings so that this ordinance is passed upon first reading as an emergency measure on this 14th day of June, 2005. ATTEST: THE CITY OF CORPUS CHRISTI Armando Chapa City Secretary APPROVED ~ ~.-< Joseph Har~-~y (J~'-~ Assistant City Attorney For City Attorney 2005 Henry Garrett. Mayor, The City of Corpus Christi H:\LEG-DIR~Joseph~oning-05\0405-01Alt 1 .doc Page 3 of 3 Corpus Christi, Texas __day of ,2005 TO THE MEMBERS OF THE CITY COUNCIL Corpus Christi, Texas For the reasons set forth in the emergency clause of the foregoing ordinance, an emergency exists requiring suspension of the Charter rule as to consideration and voting upon ordinances at two regular meetings. I/we, therefore, request that you suspend said Charter rule and pass this ordinance finally on the date it is introduced, or at the present meeting of the City Council. Respectfully, Respectfully, Henry Garrett Mayor, The City of Corpus Christi Council Members The above ordinance was passed by the following vote: Henry Garrett Brent Chesney John E. Marez Jerry Garcia William Kelly Rex A. Kinnison Melody Cooper Jesse Noyola Mark Scott H:\LEG-DiR~Joseph~oning-05\0405-01AIt 1.doc R-1 B / R~I~BIPUD B-4 -lB SUBJECTPARCEE~' ( Alternative 1- Planning Commission Recommendation) NORTH 0 100 200 400 Feet ENGINEERING · P 0 ~0% 03B5 · ~Oi~P~J$ C~I',RS~h TEXAS Coun~ or Nuec~ Ficlanot~ for a S,F'/"/mcm tram oflmad (not ~ oa mo oa-th~-Srouad s~"y) om ofLoa ] mad 16, Sec'~n 10, Rom' Bluffed Encl..m Farm mad Gmr~,~ ']'~'~'o, · man of whi~ m. r~on:l~d in Volume A. Pa~s 41-43, ~ R~o~ ofNumc~ Cotmty, Tmrx. ma; ,~d ~.9"~2 ac~ t~sct O[ 'Iraqi b~ia~ more c[e~zt{~:~d by mo~s al~ b~m,4, a~ [~llow~: Be~_'n.in_~ at a poiat~ fr~a which the we~ ~ of B~y Grove Ui~I. I, m m~p of wltJch ;, reco~d In Volume 56, P~ei 62-6], Map l~-ord~ of Nue;~ County, Te'~l~ ~ South §t~0]'20'' East, The~e, So~l~ 2~5'/'30'' W~. a di.s~ace o['660.97 ~ ~ ~c ~ con~r ofLl~ t~'act; S~'e~ (F.~. 2444), ~ $0.00 t'oc4 ~ publi~ ro~lwmy, h~ all ~ ~ dis~ of 390.00 cea~'li~e of u~l South $~:dse S~ f~r ct~ w~ ~ of ~ t~ Thence, Nm'~h 28°57'30" East, a]on8 Ihe cen~riinc or.id Sou~h $~plel Sa'eat, a ~r,:a~ce of 666.9? feet for the no.ti corner ofl~m tnct; 5.972 scl~s oflafld. B~'~u~s based on the r~.o~ad plat o fl~a.~lay G'mv¢ Uait 1, a rasp of whi~ ia ~conlcd ia Volumo ~6. PaS~ 62-63, Map Re~otdf o'fNuec~ C, ma~, Texu~. Unlms ~ fielcr~mee ~e~,~ ~L~o~ h~cludJ~g p'~ambl¢, ~s] a~d ei~ntT~'e, a~ J- l~ eaL'~eL',/, i~ Urban En~lneeriu[ Dmu % Urban, I~=P.L.S License No, 4710 moll~ur~oneng (361)854-3101 ENGINEERING PO. BOX 6,35{5 J COR'~U~ Sob Ne. Fie ldaote~ i'm' a 4.035 acre ~ of 16, S~d~a 10, FIo~' Blu. ff ~:1Eact~l Fe'm etd Garden Tracts, a m~ ofwbJ~b [m mcaz~ed Ja Volum~ A, Pagem 41-43, Map Rec~'~ ot'Nuec~ Co,~ty, T~zz; aaJd 4.03~ ac~e ~ af [~zu~ b~iag mm'e RtUy ~eg~n~g at a point, t~'om wldeh d:~ wee ~,~t of B~y Grove 1.1alt 1, a map ofwt~b mcon:b:d Ja Volm~e 56, F~lea 52-63, M~ Rz~oo~a of Nuec~ Courtly, Tax~, be~r~ North a di~'is",'e of r/2.0,0 ~ .u~d Hcrih 61~03'20'' We~t, a ~l~_-,~ce 0f243.00 ~ Then~, South 28°57'30" West, a dL~eance of 177,00 feet for I~e ioul~ ¢orae~ of t~i~ ~act; Thencc. North 61 ~03'20" Wc~, · ~ of 953.00 fee~ pa~s d~e ~ biamds~ of South $~-t. (F.M. 2444), ~ 80 09 ~ ~kb: imblic ~dw~y, is n.B. · Wtt[ ~ oct d.Le~m-~ of 993.00 for the weal co.er ot't~l ~ The=ce, Ncrah 211=57'30TM ~ .rcm~ ibc cenmrli~ of said South Saplei S~.et. · ai.aace of' 171.~ feet ~ ~,e ~ot~ center of tills tt'~4 Thr.~ce, Sm~h 6 t~3'20" F, as~ · ~ 0f993.00 fe~ to ~= Point of BcF,~.~~ ~ c,~tai~g 4,035 ~ o[' lsad. Bcaz'i~ b~ed c~ ~ recorded pZat of Ra~lay Grove Unk l, · rasp of'which is teco~lecl in Volu~e ~6, P~8= 62-~, Map Re~enta ofNueen~ Cousty, Te~u. Urbsn gnglneer~g Dan L Urban, R.P.L.S Lacea~ No, 10 S:~'c'/~t~99B~A]~J~/ANTNEr~ D~ · ccr~PU$ CHriSTI, TEXAS 784D4 moll@urDonenOrCOm p~ i vfl - ! (361)8~ 3101 EN( INEERING BOX 63~ · COEP'JS CHr~I~TI. "r~KAS ?l~l~6-(~ Job No. 39~6KQO,Q4) ~ 1~, 200~ Ra~'oned: Al to,AR State of TsxaJ Couut~ of Nuee~s Ficld~ote~ tot · 2.838 acre ! 6, ~ccfiuu l ~, Fl~ Bluff ~d Buck~ Farm ~d Garden Tr~c~-, · u~p o[ which h ~ in ¥olumc ^. Pa~e~ 41.43. Ma~ i~,c~'ds o f l'~,,ce~ Cu~y, Te~; said 2.83~ ~ tr~c~ ~f ~ bei~ more ruBy ~e~ribed try me~ .~e~innln_~ ~. e. p~iZ~ Mm wbi~ I~e w~lt come; of Ba~lay Crrove U,',it I, re~orded in Volume $6, P~e~ 62-~3, Mq~ Re~rd~ ofNu~¢~ CoontT, Texa~, I ~[but~ce of 6~.97 feet ~ No~x 61 ~03'20" We~ · diJutz~e of 243.00 Thence, Sou~ 28°$?'30' We~ a ~Jat. exc. e of 205.03 ~ f~r t~ Sm.T~ ¢ora~r of :lxJJ Tl~uce, Nm'th 61~03'20' Wcst, a c[b~a~ce of 603.00 [e~ ~or the wear ceraet of ~ ~ract; The:~¢¢, Sot~/.~ 61e03'20'' Em;t, · ~LiaTa.oce of 503.00 feet to Ihe Poil~. of ~,~n~ing and 2.838 acrta of land. Bcarin? ~ oa ~e mr, or~:kx~ pL~t of B·.~!.·y Gm'v~ Volume ~;5, PaSta 52-63, Map Re~Ca~:b efNue~ Count),, Unless ~ fieldrd:~ degripfion, including p~amble, aea] ~ lignuturc, ~g~ara in i~ e:R~fty, in Ira ~ form, Jui-vey~r aasu~cs no respoz~RLty for it~ ac~,cracy. Urb.a E,~gt~etrtag L~cc~c ~To. 4'710 $ ~Urve~I~'~9~&0~0TN&II~O~\/~ANTNER DT~ , * CORPUS CHRISTI, TEXAS 78404 moil~urb~nemg corn (361)8~4-3 I01 ENGINEERIN( BOX 63~i i CORPUS C:HI~'TI, T£XAS .lob No. l~vh 13, 2005 B~..~ned: Al. to BI for a 1,836 ~r~ nam of la~d (not bs~ed on ~n on-the-l:~xnmd lurv~) om of Lo[ 16. Bluff and Eadntl Fs.,'m ~d Oatd~ Tracts, a ~ of which i~ r~:or~ed in Volume A. Re~ord~ ofNuecm Cm.u~. Tt, xn~; ~aid 1.S36 a~-re ~m,'~ ofl~d b~ ~ fully Be~. ,lng at n point, [~,m which the we~ coma' of Buclay Grove Unit 1, I map o f ~l~lch i~ recorded in Vohane 56, l'~es 62-6~, Map ~ ofNuece~ Cmmty, Te~ms, bea~ North 28057'30" ~ a di~¢e of 666.97 ['~t ~nd .qouth 61 °03'20" Ea~, · d.Mmn~e of 360_00 ~ Th~cc, S~uth 28e57'30'' West, s distance 0[205.03 fee fvr thc soutflc, om~ of thh, truct; Thcncc, Nor~ 61"03'20' We'st, a d.i~aace of 350.00 fee~ pnSs thc ~ b~,-a-,.y of South Staples S~'eet (F.M. 2444), an 80.00 ft~ ~ l~bli¢ read,ny, In nil · t~tal d4,,,~,--e of 390.00 fe~ to ~, ces~rli~e ~f ~ald South S~aples Str~-t, for ~: ~ com~ ofthl~ ~nct~ Thcucc, North 2g°5"/'30'' En~t, along the centerlh:~ o[' sa.id South Staples Su~.t~ · dis~ce of 205.03 fee~ for the nc, rrb cm'n~ oft:t~ ~ 'I'hence, Sotuh 6t"03'20" Bast, a distance of 39~.00 fe~ m tho Pelto of [~l,,ml,,g artd cOvtn~Ing l.B36 ~ of land_ Benr~p breed on thc recorded plnl of Bm'clay Grove Unit I, · ~p of~ch ~ ~d ~ Vot~ 56. P~ 62~3, Map Re~ ofNu~ C~, Te~. U~an En~lneer~ Din I., Urban, R.P.L.S S:~r~"~duB99868~00~I~AII~I~,~NANTNEI~ DR ,, COI~PU$ CHRISTr, TEXAS molla:urbanencj,¢oh~ Pn~e I of I C361)BB4-3101 EN tlNEERIN PO BOX ~55 · CO~PUS CHRISTI, TEXAS l~ No. 391~1.00.00 ~ 15, 2005 RIB to Ap Stat~ of Tn'aaa Cotnty of Nueee~ Ficldno~s for a 9.233 a~ txact of'Land (t~ot bucd an an on-the-Krouad survey) out of ~ 1.2, 15 and 16, Seclxon 10, ~ Bluff and Enclnal Fa'm and Gaxcknt Trn~s, a map of wb.kh is recorded in Voimne A, Paget 41-43, Map Rceor~ of Nue~n Count'/, Texas', said 9.233 acre tenet of land heinz more fully d~crtbed by n~aa and boun~ as ~llows: B .c~i-.i.o. ~ a potm, Item which ~1~ west c~rner of Bm"=lay Grove U~t l, a map of wi:ich is ree. ord~ in Volume ~6, Pa~ 62..63. Ms~ Re.h-ds ofNuece~ Coumy, Texas, b~m'e Sou~ 61~03'20" East. a dimn~e of 3g0.00 fee~; Three, Sou[b 51"03'20" E~I, a dialanc¢ of 603,00 ~eet f~' [be east coratr or' tbJ~ b'aL't; South 28°.~7'30' West, m di~.nce of 666.97 ftex for the sout~ comer oft~s Ira~; Thence, North 61 °03'20" Wea~. n d~tance of 603.00 £~ct for ~ha we~t comer or thin t~'nct; Tl:r~ncc, North 28'~57'30' Enact, a ~taa¢c of 666.97 fcet to ~e Poim of Bejinnln~ at~ COntaining 9,233 ~ of Jund, Beatinfd bHed on eha recorded pl,~ of Bsr~hy Crmve Unit 1, a ~ o[which 56, P~ts 62~3, M~ R~o~ ofNu~cs C~, Text. U~s ~ ~o~a ~cdp~o~ ~cl~B ~blc, ~[ ~d s~ Urban ~n ~ Urban, ~P~ Llc~ No. 4710 $ ~v'mTYlr~gaf~O00~"NRlj~B~:ANTNEP~ DR · CORPUS CHRISTI, TEXAS 78404 rmaJl~urbonerlg,cam PT I of I 19 AGENDA MEMORANDUM PUBLIC HEARING - ZONING (City Council Action Date: 6/14/05) Cas~ No. 0505-01- Staples Development, LLC: A change of zoning from a "F-R" Farm-Rural District to a "R-lB" One-family Dwelling District. The property is 117.04 acres out of Flour Bluff and Encinal Farm and Garden Tracts, Section 20, a portion of Lots 19-22 and all of Lots 27-30, and Section 21, a portion ol'Lots 6 and 7, located along Airline Road, 400 feet south of County Road 26-A (Brooks Road) and west of Airline Road and Rodd Field Road intersection. Planninll Commission and Staff's Recommendation (5/4/05): Approval of a "R-lB" One-family Dwelling District as submitted. Requested Council Action: Approval of a "R-lB" One-family Dwelling District as submitted and an adoption of the attached ordinance. Purpose of Request: Development ora single-farmly subdivision. Summary: · Applicant requesting a change of zoning to "R-1B' One-family Dwelling District for the development of a single-family subdivision with approximately 849 units. · Minimum lot area permitted in the "F-R" Dislrict is five (5) acres allowing one (1) unit per five (5) acres. The "R-lB" District requires a minimum lot area of 6,000 square feet and permits 7.26 units per acres. · This single-family development is projected at 297,150 gallons of water demand per day with a solid waste demand of 7,556 lbs. daily. · Traffic generation for the single-family development on the subject property is 8,490 average daily Mps. Access will be provided along Airline Road, classified as a rural 2-lane arterial with a 28' paved section · The subject property is within an area that is identified to develop as single-family, per the Southside Area Development Plan. The requested "R-lB" One-family Dwelling District accomplishes the goal of the Plan. Recommendation: Approval of a "R- 1B" One-farmly Dwelling District. ADDIlcant's Position: The applicant concurs with Planning Comnnssion and StafFs recommendation. Notification: Of the 20 notices mailed to the surrounding property owners, one was returned in favor and one was returned in opposition. The 20% rule is not invoked. This case is considered non- controversial. Agenda Memorandum 0505431 (Staples Developmenl, LLC) Page 2 MG/FGM/gp Attachments: 1) Zoning Report 2) Planning Commission Minutes 3) Ordinance II:SP1.N-DLR~ql IARED\GaiI\WORD~AGENDMEM~2005'~Iay\0505-01AGFNDAMEMO doc CZTY COUNCTL ZONTNG REPORT Case No.: 0505-01 Planning Commission Hearing Date: May 4, 2005 Applicant: Staples Development, LL Owner: George Mostaghasi Agent: Cobb, Lundquist & Atnip Inc. Legal Description/Location: Being 117.04 acres out of Flour Bluff and Encinal Farm and Garden Tracts, Section 20, a portion of Lots 19-22 and all of Lots 27-30, located along Airline Road, 400 feet south of County Road 26-A (Brooks Road) and west of Airline Road and Rodd Field Road intersection. "~ ~ From: "F-R" Farm-Rural District To: "R-lB" One-family Dwelling District Purpose of Request: Development of a single-family subdivision with approximately 849 units. Zoning Existing Land Use Site "FR" Farm-Rural Agricultural usc North "FR" Farm-Rural Agricultural use South "FR" Farm-Rural Agricultural use East "FR" Farm-Rural Agricultural use and church ~Vest "FR" Farm-Rural Agricultural use Future Land Use Muir/family residential Multifamily residential Multifamily residential Multifarmly residential Multifarmly residential Area Development Plan: Southside The future land use map recommends single-family development. Map No.: 042032 Zoning Violations: None Zoning Report Case No. 0505-01 (Staples Development) Page 2 · Applicant requesting a change of zoning to "R-lB" One-family Dwelling District for the development of a single-family subdivision w~th approximately 849 units. Minimum lot area permitted in the "F-R" Distxict is five (5) acres allowing one (1) unit per five (5) acres. The "R-lB" Dis~-ict requires a minimum lot area of 6,000 square feet and permits 7.26 units per acres. This single-family development is projected at 297,150 gallons of water demand per day with a solid waste demand of 7,556 lbs. daily. Traffic generation for the single-family development on the subject property is 8,490 average daily trips. Access will be provided along Airline Road, classified as a rural 2-lane arterial with a 28' paved section. The subject property is w/thin an area that is identified to develop as single-family, per the Southside Area Development Plan. The requested "R-lB" One-family Dwelling District accomplishes the goal of the Plan. Street Type Paved Section Volume (2001) Airline Road Rural Arterial Current - 95' R.OW. w/28' 19,610 a.d t paved section. Planned -95' ROW w/64' Back to Back paved section, 4-lane roadway Current - 28' paved section Planned -75'ROW w/50' Back to Back paved section, 2-lane roadway County Rd 26A (Brooke Collector 500 a.d.t. Road) The subject property is unplatted. Properly northeast of the subject property was reconvnended for a change of zoning to "A-2" Apartment House District and "B-I" Neighborhood Business Dislrict by the Planning Commission on April 20. 2005. Zoning Report Case No. 0505-01 (Staples Development) Page 3 Approval Approval ora "R-lB" One-family Dwelling District. Number of Notices Mailed ~.~ F~vor 0 Opposition 0 (As of April 27, 2005) 2O Attachment: Zoning Map H:hn LN-DIR\SHARED\GaiI\WORDXZONRPTSX2005~Aay\0505-01 REPORT.doc / / // / / / / / I-2 R-1 B R-lB / NORTH MINUTES REGULAR PLANNING COMMISSION MEETING Council Chambers- City Hall Wednesday - May 4, 2005 a_ Case No. 0505-01 Staples Development, LLC: "F-R" Farm-Rural District to a "R-lB" One-family Dwellin~ District, resultin~ in a land use chan~e from a~mculture use to a low- density residential use. Being 117.04 acres out oI' Flour Bluff and Encinal Farm and Garden Tracts, Section 20, a portion of Lots 19-22 and all of Lots 27-30, and Section 21, a portion of'Lots 6 and 7, located along Airline Road, 400 [eet south of County Road 26-A (Brooks Road) and west of Airline Road and Rodd Field Road. Request: Change of zoning from "F-R" Farm-Rural District to "R-lB" One-Farmly Dwelling Dis~ict Excerpts from Zoning Report Legal Descrtptiort/Location: Being 117. 04 acres out of Flour Bluff'and Encinal Farm and Garden Tracts, Section 20, a portion of Lots 19-22 and all of Lots 27-30, located along Airline Road, 400feet south of County Road26-A (Brooks Road) and west of Airline Road and Rodd Field Road intersection. Purpose Of Request: Development ora single-family subdivision with approximately 849 untts. Area Development Plan: Southside The future land use map recommends single-fitmily development. Department Comments: Property northeast of the subject property is part of the overall development and was recommended for a change of zoning to "A-2 "Apartment House District and "B-] "Neighborhood Business District by the Planning Commission on April 20, 2005. Staff Recommendation: Approval Mrs. Goode-Macon provided graphics of the subject property and the surrounding area. The zoning report and tape recording are on file. Mrs. Goode-Macon stated that the subject site is located west of Airline Road and is approximately 117 acres. Planning Commission reviewed a change of zoning, two weeks ago, that is located northeast of the subject property for Tracts 1 and 2 to allow for a commercial strip adjacent to the low<lensity dwellings for that area. The subject property is estimated to accommodate 849 units. The land requires platting. A specific site plan was not submitted. Ibc future land use map recommends single-family development. Staff is recommending approval of the "R-lB" One-Family Dwelling Dis~ict which is consistent with thc South Side Area Development plan. Twenty notices were mailed and none returned in favor or in opposition. The public hearing was opened. The public hearing was closed. A motion was made by Commissioner Braselton and seconded by Commissioner Salazar to approve the "R-lB" One-Family Dwelling District. The motion passed unanimously with Pusley and Smith being absent. H:\PI N-DIR~SHARED\GaiI~WORD/AGENDMEM~005hMay\05054)I MinuIe~ Excerpt.doc Page 1 o[ 3 AN ORDINANCE AMENDING THE ZONING ORDINANCE, UPON APPLICATION BY STAPLES DEVELOPMENT, LLC., BY CHANGING THE ZONING MAP IN REFERENCE TO 1'17.04 ACRES OUT OF A PORTION OF LOTS 19, 20, 21, 22, AND ALL OF LOTS 27, 28, 29, AND 30, SECTION 20, AND A PORTION OF LOTS 6 AND 7, SECTION 21, FLOUR BLUFF AND ENCINAL FARM AND GARDEN TRACTS FROM "FR" FARM-RURAL DISTRICT TO "R-'lB" ONE-FAMILY DWELLING DISTRICT; AMENDING THE COMPREHENSIVE PLAN TO ACCOUNT FOR ANY DEVIATIONS FROM THE EXISTING COMPREHENSIVE PLAN; PROVIDING FOR PUBLICATION; AND DECLARING AN EMERGENCY. WHEREAS, the Planning Commission has forwarded to the City Council its reports and recommendations conceming the application of Staples Development, LLC for amendment to the City of Corpus Christi Zoning Ordinance and Zoning Map; WI-IEREAS, with proper notice to the public, public hearings were held on Wednesday, May 4, 2005, dudng a meeting of the Planning Commission, and on Tuesday, June 14, 2005, dudng a meeting of the City Council, in the Council Chambers, at City Hall, in the City of Corpus Christi, during which all interested persons were allowed to appear and be heard; and WHEREAS, the City Council has determined that this amendment would best serve public health, necessity, and convenience and the general welfare of the City of Corpus Christi and its citizens. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CORPUS CHRISTI, TEXAS: SECTION 1. That the Zoning Ordinance of the City of Corpus Christi, Texas, is amended by changing the zoning on 117.04 acres out of a portion of lots 19, 20, 21, 22, and all of lots 27, 28, 29, and 30, Section 20, and a portion of lots 6 and 7, Section 21, Flour Bluff and Encinal Farm and Garden Tracts, located approximately 400 feet south of County Road 26-A (Brooks Road) and west of Airline Road intersection, from "FR" Farm-Rural District to "R-lB" One-family Dwelling District, as shown on the attached Exhibit. (Map 042032) SECTION 2. That the official Zoning Map of the City of Corpus Christi, Texas, is amended to reflect the amendment to the Zoning Ordinance made by Section 1 of this ordinance. SECTION 3. That the Zoning Ordinance and Zoning Map of the City of Corpus Christi, Texas, approved on the 27th day of August, 1937, as amended from time to time, except as changed by this ordinance and any other ordinances adopted on this date, remain in full force and effect. H:~E G-DIR',Joseph~_onin g-05\0505-01 Regular doc Page 2 of 3 SECTION 4. That to the extent that this amendment to the Zoning Ordinance represents a deviation from the Comprehensive Plan, the Comprehensive Plan is amended to conform to the Zoning Ordinance, as amended by this ordinance. SECTION 5. That all ordinances or parts of ordinances in conflict with this ordinance are hereby expressly repealed. SECTION 6. That publication shall be made in the official publication of the City of Corpus Christi as required by the City Charter of the City of Corpus Christi. SECTION 7. That upon written request of the Mayor or five Council members, copy attached, the City Council (l) finds and declares an emergency due to the need for immediate action necessary for the efficient and effective administration of City affairs and (2) suspends the Charter rule as to consideration and voting upon ordinances at two regular meetings so that this ordinance is passed upon first reading as an emergency measure on this 14Ih day of June, 2005. ATTEST: THE CITY OF CORPUS CHRISTI Armando Chapa City Secretary APPROVED ,J~.~ Joseph~rney '~( Assistant City Attorne'~ For City Attorney 2005 Henry Garrett Mayor, The City of Corpus Chdsti H:~_EG-D~R~loseph~_oning-05\0505-01Regular doc Page 3 of 3 Corpus Chdsti, Texas __day of ,2005 TO THE MEMBERS OF THE CITY COUNCIL Corpus Christi, Texas For the reasons set forth in the emergency clause of the foregoing ordinance, an emergency exists requiring suspension of the Charter rule as to consideration and voting upon ordinances at two regular meetings. I/we, therefore, request that you suspend said Charter rule and pass this ordinance finally on the date it is introduced, or at the present meeting of the City Council. Respectfully, Respectfully, Henry Ga~eE Mayor, The Ci~ of Corpus Christi Council Members The above ordinance was passed by the following vote: Henry Garrett Brent Chesney Jerry Garcia John E. Marez William Kelly Jesse Noyola Rex Kinnison Melody Cooper Mark Scott H:~_EG-DIR~Joseph~.onlng~)5\0505-01 Regular doc BASS .o. WELSH ENGINEERING R.I~ ZONING lroa ESTATES M~h 31; 200~ 'rb~c~ S~l~O'O~E 1Q2.19' ~o the pom~ of curvatm'e ol · ~'cular ~ ~o I~ ~ lush& e ~ m~e ~f 5be~ 1 ~2 20 AGENDA MEMORANDUM PI~BLIC HEARING- ZONING (City Council Action Date: 6/14/05) Case No. 0505412- Sterlinll M. Love: A change of zoning from a "R-lB" One-family Dwelling District to a "B-I' Neighborhood Business Dis0fict The property is in Sterling Comers, Block 1, Lot 4, located along South Staples Street and 500 feet north of South Staples Street and Lipes Boulevard intersection. Planninl~ Commission and Staff's Recommendation (5/4/05): Approval of the "B-I" Neighborhood Business District. Requested Council Action: Approval ora "B-i" Neighborhood Business District as submitted and an adoption of the attached ordinance. Purlmse of Request: Development of office, retail and restaurant uses. Summary: 'Ilae applicant has requested a change of zoning from an "R-lB" One-family Dwelling District to a "B-I" Neighborhood Business District in order to develop office, retail and restaurant uses. The subject property consists of 4.52 acres and is proposed as a 4-lot subdivision with access along South Staples Street, an arterial. Property to the north is a former legal non-conforming mini-storage use that was granted a Special Permit in 1994 to bring the existing use into conformance and to allow for an expansion to the use in 1999 through another Special Permit. To the south is a "B-I" District approved between 2002 and 2003 for the development of retail and office uses. Across Staples Street, to the east, is undeveloped "R-1B" District property and property recently rezoned to a "B-I" Dislrict. Along the west is undeveloped "R-lB" District property and property that was rezoned in 2005 as a "R-2' District for a retirement facility. The Southside Area Development Plan's future land use map recommends the subject property develop as low<lensity residential and does not support the requested "B-I" District. With the recent rezoning of properties to the east as a "B-I" District and to the west as a "R-2" District, a "B-I" District could be extended from the existing "B-I" District to the south for approximately 513.50 feet to the north. (Tract 2) Based on the applicant's preliminary plat, lots 4A, 5 and 6 would be within the Tract 2 area recommended as a "B-I' District allowing for the proposed office and medical uses. The remaining area to the north should remain as a "R-lB" District in an effort to extend single- family development along the future extension of Crossridge Drive to the east as recommended by the Plan.(Tract 1) This area comprises of Lots 7 and 8, ,,','hereby the "R-lB" District would not allow for the proposed retail and restaurant uses. Recommendation: Approval of the "B-I" Neighborhood Business District. Agenda Memorandum 0505432 (Sterling M. Love) Page 2 Alalfficant's Position: The applicant concurs with Planning comrmssion and Staff's recommendation. Notification: Of the 17 notices mailed to the surrounding property owners, one was returned in favor and none were returned in opposition. The 20% rule is not invoked. This case is considered non- controversial_ Mich,'el N. 'ng, AICP Assistant Director of Development Services MG[FGMSgp Attachments: 1 ) Zoning Report 2) Planning Commission Minutes 3) Ordinance It:~Pl N-I)IR~S HAKED\GaiI\WORI)'~&GEN DM EM',2005~vtay\05054)2AG ENDAM EMO.doc CITY COUNCIL ZONING REPORT Case No.: 0505-02 Planning Commission Hearing Date: May 4, 2005 Applicant: Sterling M. Love Owner: Same as above Agent: Same as above Legal Description/Location: Sterling Comers, Block 1, Lot 4, located along South Staples Street and 500 feet north of South Staples Street and Lipes Boulevard intersection. From: "R-lB" One-family Dwelling Dis~ict To: "B-I" Neighborhood Business District Area: 4.52 acres Purpose of Request: Development of office, retail and restaurant uses. Zoning Site "R-lB" One-family Dwelling District North "R-IB'/SP One-family Dwelling District w/Special Permit and "B-I"/SP Neighborhood Business District w/Special Permit South "B-I" Neighborhood Business Dis~ict East "B-1' Neighborhood Business District [Vest "R-lB" One-family Dwelling District and "R-2" Multiple- family Dwelling District Existing Land Use Undeveloped Low-density residential and general business uses Offices and retail uses Vacant lots Undeveloped and vacant lot Future Land Use Low-density residential Low-density residential Neighborhood business Medium-density residential and neighborhood business Low-density residential and medium-density residential and Zoning Repo~ Case No 0505-02 Page 2 Area Development Plan: Southside- The future land use map is not supportive of the requested "B-I" Neighborhood Business District on the subject property. Low-density residential is recommended for the subject site. Map No_: 044032 Zoning Violations: None The applicant has requested a change of zoning from an "R-lB" One-family Dwelling District to a "B-l" Neighborhood Business District in order to develop office, retail and restaurant uses. The subject property consists of 4.52 acres and is proposed as a 4-lot subdivision with access along South Staples Street, an arterial. Property to the north is a former legal non-conforming mini-storage use that was ~anted a Special Permit in 1994 to bring the existing use into conformance and to allow for a.n expansion to the use in 1999 through another Special Permit. To the south is a "B-I" District approved between 2002 and 2003 for the development of retail and office uses. Across Staples Street, to the east, is undeveloped "R-lB" District property and property recently rezoned to a "B-I" District. Along the west is undeveloped "R-lB" Disthct property and property that was rezoned in 2005 as a "R-2" Dis~ict for a retirement facility. The Southside Area Development Plan's future land use map recommends the subject property develop as low-density residential and does not support the requested "B-I" District. With the recent rezoning of properties to the east as a "B-I" District and to the west as a "R-2" District, a "B-I" District could be extended from the existing "B-I" District to the south for approximately 513.50 feet to the north. (Tract 2) Based on the applicant's preliminary plat, lots 4A, 5 and 6 would be within the Tract 2 area recommended as a "B-I" District allowing for the proposed office and medical uses. The remaining area [o the north should remain as a "R-lB" District in an effort to extend single-family development along the future extension of Crossridge Drive to the east as recommended by the Plan.(Tract 1) This area comprises of Lots 7 and 8 , whereby the "R-lB" Dislnct would not allow for the proposed retail and restaurant uses. Street Type Paved Section Volume (2001) South Staples Street Arterial 100-foot right-of-way with 20,510 a.d.t. a 76-foot back-to-back I paved section. Zoning Report Case No 0505-02 Page 3 A preliminary plat has been submitted to Development Services for review. With the rezoning of the property to the west as a "R-2"District and to the east as a "B-I" District, consideration for a neighborhood business district could be supported for a portion of the subject property along the south with the remaining portion to the north retaining the existing low-density residential classification as outlined by the Plan. Approval of the "B-I" Neighborhood Business District for the entire subject property. Approval of the "B-1" Neighborhood Business District. Number of Notices Mailed Favor 0 Opposition 0 (As of April 28, 2005) 17 Attachments: Zoning map Applicant's preliminary lot layout with proposed uses Staff recommend ation map H:~PLN DI]~S HA RED\GAIL\WORD~ZONRPTS~2005~4 A Y~0505 42 KEPORT DOC R-2 B-1 B-1 A-1 A-1 NORTH C SUBJECT PARCEL B/SP/94-' R-2 B-1 B-1 B-1 Staff Recommendation A-1 A-1 NORTH MINUTES REGULAR PLANNING COMMISSION MEETING Council Chambers- City Hall Wednesday - May 4, 2005 b. Case No. 0505-02 Sterling M. Love: "R-lB" One-family Dwelling District to a "B-I" Neighborhood Business District, resulting in a land use change from low-density residential use to neighborhood business use Sterling Comers, Block 1, Lot 4, located along South Staples Street and 500 feet north of South Staples Street and Lipes Boulevard intersection. Request: Change of zoning from "R-lB" One-Family Dwelling District to "B-I" Neighborhood Business District Excerpts from Zoning Report Legal Description/Location: Sterling Corners, Block 1, Lot 4, located along South Staples Street and 500feet north of South Staples Street and Lipes Boulevard intersection. Purpose of Request: Development of office, retail and restaurant uses. Area Development Plan: Southside - The future land use ,rap is not supportive of the requested "B-I "Neighborhood Bt~iness District for the entire subject property. Low-density residential is recommended for the northern third of the subject site. Department Comments: With the rezoning of the property to the wext ax a "R-2" District and to the east ax a "B-I " District, consideration for a neighborhood business district could be supported for a portion of the subject property along the south with the remaining portion to the north retaining the existing low-density residential classification as outlined by the Plan. Staff Recommendation: Denial of the "B-1 "Neighborhood Business District for the entire subject property, and in lieu thereof retain the "R-lB" One-Family Dwelling District on Tract 1 and approve the "B-1 "Neighborhood Business District on Tract 2~ Mrs. Goode-Macon provided graphics of the subject property and the surrounding area. The zoning report and tape are on file. Mrs. Goode-Macon stated that the Planning Commission previously reviewed the strip along South Staples Street between Lipes and Timbergate extension to the north several months ago for a small lot zoning change. ~ne ox*mcr is requesting a change of zoning on 4.5 acres along this corridor to extend the existing "B-I" to the south for the entire length of the subject property. Planning Comrmssion reviewed a zoning change across South Staples street from the subject property which was changed to a "B-I" District along Corsica Road. The future land use map recommends low-density residential for the subject property, with a "B-I" District extending no further than where the physician office is at this time. Staff is recommending the subject property be retained as an '~R-lB" for Tract 1, which would be an extension of an "R-lB" District to the west. Staff views it as a concession for the fact that Cross Ridge Drive located fi~her to the west could be extended along the rear property that is undeveloped. Staffalso recommended that Tract 2 be changed to a "B-I" District which would be aligned with the property to the east, which is Corsica Drive. The applicant plans to have four lots which is being recommended as a Planning comrmssion Minutes 05054)2 (Sterling M. Love) Page 2 "B-I" Dis~ct for Tract 2 to accommodate the office and dental use requested. Tract 1 does not accommodate what the prospective buyer is needed for a restaurant and retail office use. Staff's recommendation for Tract I does not meet with the applicant's l?uture developments plan. Staff recommends retaining Tract 1 as "R-lB" District with Tract 2 being "B-I" Distr/ct. There were 17 notices mailed with one in favor and none in opposition. Mr. Gunning stated that there is concern of the communication of how development is occurring along the arterial sections that are predominantly underdeveloped, mostly South Staples, Cimmaron, Airline and Rood Field Roads. Mr. Gunning also stated that he was not opposed to retail development, just how it is configured and put in its place. Under current City Ordinances, the only way to develop a mixed use design is to require a site plan in order to determine that all physical parts mix together and the access points are well controlled and under a plan.ned development. In the future, under the Unified Development Code, Staffhopes to obtain a Site Plan Review Process. Due to the h/story of the subject property, it has been under review for a few years because of the drainage issues. Staff feels that the property north of the subject property can be developed as residential or multi-family. In response to Chairman Berlanga's question, Mr Gurming indicated that the by Platting for Cross Ridge Drive is shown as a dead end street and the ordinance also states that when the property adjacent is developed, it is to extend the street and connect to another street. There are no plans that state the s~eet needs to be extended to Staples street. The adjacent property owner to the southwest intends to extend the road and br/ng south tying it into Lipes Boulevard. The minimal requirement is to extend that local street. Mrs. Teniente stated that the approved preliminary plat indicates the extension hack to Lipes Boulevard, but recently the submittal has shown a cul.-de-sac extending into that property and not colmecting to Staples Street. In response to Vice Chairman Stone's question, Mrs. Teniente stated that the Gray Estate is the owner of the entire area. The Sterling Love developer began purchasing pieces of land fi.om Gray Estate. The applicant has submitted a revised preliminary plan from Lipes Boulevard to the rear indicating residential and a large retirement community adjacent to Lipes. Mr. Gunning stated that the preliminary plat indicated that the property would be residential, which is valid l'or a period of one year. The applicant would need to follow through with that or amend the preliminary plat. in response to Vice Chairman Stone's question, Mr Gunning stated that when Mr. Love or/ginally developed the initial comer on Lipes Boulevard and Staples Street, he did a very good job. He also stated that Staff would look at utilizing a marginal access road w/th a narrow pavement to pull traffic off the main arterial and let them utilize an access road smaller than the width of a local street. In response to Vice Chairman Stone's statement of placing medians for crossing, Mrs. Goode- Macon stated that it is not acceptable planning practice to strip out a corridor md-block with commercial due to traff~c point conflicts. Commercial development should be localized along 2-arterial roadways for a maximum lineal distance of 2,000 feet. Mrs. Teniente stated that the typical median is 16 feet where there would be adequate room to carve out the fourth lane, but with an additional 4 feet of raised concrete median, to eliminate a thin concrete median strip. This particular section of Staples Street is under TXDOT jurisdiction with access management restrictions on this tract. The main function of an arterial s~eet is to manage capacity. Planning Conm'mssion Minutes 0505-02 (Sterling M Love) Page 3 In response to Commissioner Salazar's question of recommending an "AB" Dismct, Mrs. Goode-Macon stated that the applicant does not desire an "AB" District or changing lots location between prospective buyers since the sale is pending. Mr. Gunning stated that Mr. Love has very specific ideas for development of the subject property. Public heanng was opened. Sterling M. Love, 7109 South Staples, stated that the subject property is too narrow and has a depth of 214 feet which he feels could not accommodate a residential apartment complex. In response to Commissioner Salazar's question of accepting an "AB" District in lieu of a "B-I" District, Mr. Love indicated that a prospective buyer wanted to build a nice, upscale steak house at subject property which the "B-1" District would permit. Randy Beam, 5866 South Staples, representing Dr. Daewood's dental practice, stated that the company representing the retirement facility from Cincinnati or St. Louis only needed a portion of the property, but platted the entire tract as an "R-2" Dish-ict and filed a preliminary plat for the remaining portion that was not needed as an "AB" District on the end of the location. The highway department has only granted Mr. Love 2 driveways on the subject property. In response to Chain-nan Berlanga's question, Mr. Beam stated that all surrounding professional offices should recognize that there will be a need to provide cross over agreements. Mrs. Goode-Macon indicated that the Tract 2 recommended for a "B-I" District aligns with Lots 4a, 5, and 6 for the proposed office uses. Tract 1 recommendation as an "AB" District does not meet the applicant's needs for the proposed retail/restaurant uses. The public hearing was closed. Commissioner Braselton slated that he supports the "B-I" District for the subject property. Motion was made by Corrmaissioner Braselton, seconded by Commissioner Salazar to approve "B-I" Neighborhood Business District for the subject property. The motion passes unanimously with Pusley and Smith being absent. H:\PI.N-DIR~SHARED\Gail\WORD~AGENDMEM~2005~Vlay\0'~05432 Minutes Excerp~ doc Page 1 of 3 AN ORDINANCE AMENDING THE ZONING ORDINANCE, UPON APPLICATION BY STERLING M. LOVE, BY CHANGING THE ZONING MAP IN REFERENCE TO STERLING CORNERS, BLOCK 1, LOT 4, FROM "R- lB" ONE-FAMILY DWELLING DISTRICT TO "B-I" NEIGHBORHOOD BUSINESS DISTRICT; AMENDING THE COMPREHENSIVE PLAN TO ACCOUNT FOR ANY DEVIATIONS FROM THE EXISTING COMPREHENSIVE PLAN; PROVIDING FOR PUBLICATION; AND DECLARING AN EMERGENCY. WHEREAS, the Planning Commission has forwarded to the City Council its reports and recommendations concerning the application of Sterling M. Love for amendment to the City of Corpus Christi Zoning Ordinance and Zoning Map; WHEREAS, with proper notice to the public, public hearings were held on Wednesday, May 4, 2005, during a meeting of the Planning Commission, and on Tuesday, June 14, 2005, dudng a meeting of the City Council, in the Council Chambers, at City Hall, in the City of Corpus Chdsti, during which all interested persons were allowed [o appear and be heard; and WHEREAS, the City Council has determined that this amendment would best serve public health, necessity, and convenience and the general welfare of the City of Corpus Christi and its citizens. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CORPUS CHRISTI, TEXAS: SECTION I. That the Zoning Ordinance of the City of Corpus Christi, Texas, is amended by changing the zoning on Sterling Corners, Block 1, Lot 4, located along South Staples Street and approximately 500 feet north of South Staples Street and Lipes Boulevard Intersection, from ""R-1 B" One-family Dwelling District to "B-1" Neighborhood Business District. (Map 044032) SECTION 2. That the official Zoning Map of the City of Corpus Christi, Texas, is amended to reflect the amendment to the Zoning Ordinance made by Section 1 of this ordinance. SECTION 3. That the Zoning Ordinance and Zoning Map of the City of Corpus Christi, Texas, approved on the 27th day of August, 1937, as amended from time to time, except as changed by this ordinance and any other ordinances adopted on this date, remain in full force and effect. SECTION 4. That to the extent that this amendment to the Zoning Ordinance represents a deviation from the Comprehensive Plan, the Comprehensive Plan is amended to conform to the Zoning Ordinance, as amended by this ordinance. H:~.EG-DIR~loseph~Zoning-05~505~2Regular.doc Page 2 ol~ 3, SECTION 5. That all ordinances or parts of ordinances in conflict with this ordinance are hereby expressly repealed. SECTION 6. That publication shall be made in the official publication of the City of Corpus Chdsti as required by the City Charter of the City of Corpus Chdsti. SECTION 7. That upon written request of the Mayor or five Council members, copy attached, the City Counc# (1) finds and declares an emergency due to the need for immediate action necessary for the efficient and effective administration of City affairs and (2) suspends the Charter rule as to consideration and voting upon ordinances at two regular meetings so that this ordinance is passed upon first reading as an emergency measure on this 14th day of June, 2005. ATTEST: THE CITY OF CORPUS CHRISTI Armando Chapa City Secretary APPROVED For City Attorney 2005 Henry Garrett Mayor, The City of Corpus Chdsti H:~-EGA31R~J osep h~.o ning-05'~505-02 Reg ula r .doc Page 3 of 3 Corpus Christi, Texas __day of ,2005 TO THE MEMBERS OF THE CITY COUNCIL Corpus Chdsti, Texas For the reasons set forth in the emergency clause of the foregoing ordinance, an emergency exists requiring suspension of the Charter rule as to consideration and voting upon ordinances at two regular meetings. I/we, therefore, request that you suspend said Charter rule and pass this ordinance finally on the date it is introduced, or at the present meeting of the City Council. Respectfully, Respectfully, Henry Garrett Mayor, The City of Corpus Christi Council Members The above ordinance was passed by the following vote: Henry Garrett Brent Chesney Jerry Garcia John E. Marez William Kelly Jesse Noyola Rex Kinnison Melody Cooper Mark Scott H:~EG-DIR~oseph~Zoning~5~)505-02Regular,doc 21 CITY COUNCIL AGENDA MEMORANDUM City Council Action Date: 06/14/05 AGENDA ITEM: A public headng will be held June 14, 2005 by the Corpus Christi City Council on the annual budget adopted by the corpus Chdsti Crime control and Prevention District Board of Directors. The public hearing will be held during the regular City council meeting that commences at 10:00 AM, in City council Chambers, First Floor, City Hail, 1201 Leopard, Corpus Chdsfi, Texas. Any resident of the District is entitled to be present and participate at the hearing. A copy of the proposed budget may be obtained in the office of the Corpus Christi City CITY STAFF available to answer questions Name Title 1. P. Alvarez, Jr. Chief of Police 2. Bryan Smith Commander 3. Pat P.Eldddge Police Administration Manager 4. Eddie Houlihan Acting Director OUTSIDE INDIVIDUALS available to answer questions Name 'T'ltJe/Posiflon 1. Lar~y Baker V~ce-Chairman [~ptJDivieion Police Police Police Mgt and Budget Organization Crime Conbol Board ISSUE: By State statute, the City Council is required to hold a public headng on the Crime Control and Prevention Distdct adopted FY 2005/06 budget no later than the 45a day before the fiscal year begins. REQUIRED COUNCIL ACTION:: By State statute, the Distdct is required to hold a public headng on the proposed budget no later than the 100rh day before the fiscei year begins and must adopt the budget no later than the 80rh day before the fiscal year begins. The Board of Directors of the Crime Control and Prevention District heh:J a public headng on April 20 and adopted the budget on Apdl 20, 2005. The public hearing by the City Council was advertised in the Corpus Christi Caller Times on June 4 as required 10 days before the public hearing. The City Council must approve or reject the budget no later than the 30~ day before the fiscal year begins (scheduled for June 21, 2005). Attachments: Adopted budget City of Corpus Christi Crime Control & Prevention District FY-2003/2004 Actual Year End Numbers FY-2004/2005 Year End Estimates FY-2005/2006 Proposed Budget CRIME CONTROL & PREVENTION DISTRICT TABLE OF CONTENTS Page No. 1 2 3 4 5 6 7 8 9 10 11 Program Financial Statement Police Officer Costs Support Personnel Pawn Shop Detail MDT/AVL Technical Support Street Lighting Public Safety Vehicles & Equipment Juvenile Assessment Center Citizen Advisory Councils Juvenile City Marshals 5 Year Revenue & Expenditure Projection 11711 11712 11713 11714 11716 11717 49002 49008 49010 Crime Control & Prevention Dlstrlc! FY-2003/2004 Actual Revenue & Expenditure Numbers FY-2004/2005 Year End Revenue & Expenditure Estimates FY-2005/2006 Proposed Budget Actual Amended Estimated Proposed 2003-2004 2004-2005 2004-2005 2005-2006 Beglnnln§ Balance 2,195,883 2,109,897 2~10@,897 1~906,090 Revenues Sales Tax 3,889,730 3,938,782 4,018,139 4,138,683 In[erest on Investments 22,808 41,712 38,446 51,560 Interest Earned-lnterfund 1,184 Sale of Scrap/City Property 6,035 2,233 Miscellaneous 7 Total Current Revenues 3,919,757 3,980,494 4,058,825 4,190,243 Total Funds Available 6,115,641 6,090,391 6,168_,722 6,096,333 Expenditures Legal Advisor Police Officer Costs 3,575,938 3,519,627 Support Personnel 69,547 72,162 57,909 Pawn Shop Detail 62,572 MDT/AVL Technical Support 103,815 122,558 102,206 106,102 Street Lighting 11,393 Public Safety Vehicles & ~ulp. 3,111 109,000 108,338 109,000 Police Academy Costs Election Cos[s JuYenlle Assessment Center 304,862 339,139 337,913 350,912 Citizen Advisory Council 4,764 10,003 9,92.2 10,003 Juvenile City Marshals 118,578 126,717 126,717 134~601 Total Expenditure,; 4,005,743 4,355,516 4,262,632 4,520,011 3,327,100 3,809,393 Ending Balance 2,109,897 1,734,676 1,906,090 1,576,323 Surplus / (Deficit) (85,985) (375,021) 1. Public Safety Vehicles & Equipment: Replacement vehicles reduced from 8 to $ vehicles as per board action. I 2. Support Personnel: ~ Functional Analyst position transltloned to MIS as per board action, (203,807) (329,767) Crime Control & Prevention District Police Officer Costs/11711 Expenditure Budget Actual Amended Estimated 2003-2004 2004-2005 2004-2005 Proposed 2005/2006 Salaries & Wages Overtime Other Pay Retirement Group insurance benefits Clothing Fuel & lubricants Food and I'ood supplies _ ~-ooks & periodlcals Minor tools & equipment Minor computer equipment Office supplies Prol'esslonal services Vehicle repairs Mileage reimbursement Postage & express charges _Equipment maintenance Travel Supplemental Insurance Self Insurance allocation Other equipment Reimbursement Total Costs 2,078,649 2,157,767 2,052,863 164,124 181,492 209,164 102,201 126,399 145,556 451,849 511,239 498,906 277,692 325,451 325,451 26,159 35,281 27,281 20,965 29,559 54,559 265 150 150 2,395 3,179 3,179 1,842 659 4,122 872 324 1,077 602 141 902 753 (1,256) 2,189,976 222,803 175,437 561,125 357,996 28,000 55,000 150 3,180 1,0OO 8OO 75O 1,988 ~ 1,033 2,000 2,000 37,200 37,200 37,200 37,200 161,904 161,088 161,088 173,975 3,327,100 3,575,938 3,519,627 3,809,393 Schedule Of Police O~cer Deployment: Universal Hiring Program Additional Ofi'lcers - July 1999 Additional Oi'flcers - February 200~ __ Additional Officers - July 2000 Additional Oh'lcers - April 2002 To(al Police O~ficers 10 15 10 10 50 Positions: Police Officers 2003-04 5O 2004-05 5O 200506 50 2 Crime Control & Prevention District Support Personnel/11712 Expenditure Budget Actual Amended Estimated Proposed 2003-2004 2004-2005 2004-2005 2005/2006 Salaries & Wages Overtime Other pay Retirement Group Insurance benefits Fuel & lubricants Office supplies Yehlcle repairs Self insurance allocation Total Costs 46,186 43,865 34,275 1,271 2,000 505 935 737 9,194 9,648 5,412 9,719 68 7,218 9,719 6,480 6,192 6,192 69,547 72,162 57,909 Positions: 2003-04 Office Assistant II 0 Senior Staff Assistant 1 Functional Analyst V 0 Functional Analyst 1 Public Safety Dispatcher 0 Crime Scene Technician I 0 Total Positions 2 Functional Analyst position transltloned to MIS In F-Y-2005/2006. I 2004-05 0 0 0 1 0 0 1 2005-06 0 0 0 0 0 0 0 Crime Control & Prevention District Pawn Shop Detail/Il713 Expenditure Budget Actual Amended Estimated Proposed 2003-2004 2004-2005 2004-2005 2005-2006 Sai_a~'l~s & Wages 41,776 Overtime Other pay 644 Retirement 8,260 Group insurance bene[its 5,412 Olfice Supplies 6,480 Sell' insurance allocation Total Costs 62,572 Positions: 2003-04 2004-05 2005-06 Of[Ice Assistant II 0 0 0 Senior Staff Assistant 2 0 0 Total Positions 2 0 0 Program phased out in 04/05 by board action of meeting on 03/17/04. 4 Crime Control & Prevention District MDT/AVL Technical Support/11714 Expenditure Budget Actual Amended Estimated Proposed 2003-2004 2004-2005 2004-2005 2005-2006 Salaries & Wages 72,545 90,306 73,594 75,270 Overtime 923 1,600 1,600 1,600 Other pay 113 884 869 884 Retirement 14,178 _19,209 15,584 16,857 Group Insurance benefits 9,576 4,367 4,367 4,804 Minor computer equipment Office supplies Self Insurance allocation 6,480 6,192 6,192 6,687 Total Costs 103,815 122,558 102,206 106,102 Positions: 2003-04 2004-05 2005-06 Functional Analyst V 0 0 0 Functional Analyst I I 1 Technical Specialist VI 0 0 0 Technical Specialist 1 I 1 Total Positions 2 2 2 Crime Control & Prevention District Street Lighting/Il716 Expenditure Budget Actual Amended E~tlmated Proposed 2003-2004 2004-2005 2004-2005 2005/2006 Professional services Equipment maintenance Total Costs 11,393 11,393 Crime Control & Prevention District Public Sa[ety Vehicles & Equipment/Il717 Expenditure Budget Actual Amended Estimated Proposed 2003-2004 2004-2005 2004-2005 2005/2006 PurllJcation chemicals Minor tools & equipment Minor computer equipment 2,537 Minor office equipment Office supplies Vehicle repairs Postage & express charges Equipment maintenance 574 Vehicles & machinery Other equipment Computer equipment Total Costs 3,111 107,626 106,690 109,000 1,374 1,648 109,000 108,338 109,000 FY-2002-03-7 replacement vehicles FY-2OO3-O4-radlos & MDT/A VLS FY-2004/05-5 replacement vehicles ~-~el.~o'$~ ..... ~ --N~ h-Y-2006/2007-no vehicle purchases FY-2007/08-5 replacement vehicles Vehicles reduced by board action of meeting on 03/17/04. 7 Crime Control & Prevention District Juvenile Assessment Center/49002 Expenditure Budget Actual 2003-2004 Amended Estimated Proposed 2004-2005 2004-2005 2005/2006 Salar~ & wages~ Overtime Other pay Retirement Group Insurance benelits Food & lood supplies Minor tools & equipment _Minor office equipment Office supplies Maintenance materials Maintenance & repalrs~ Protesslonal services Temporary services Postage & express charges Rentals 168,458 194,787 194,762 200,506 486 2,228 878 1,295 252 31,590 40~784 40,561 43,751 21,984 21,137 21,137 23,250 1,494 1,530 1,530 1,500 100 100 100 163 500 500 400 14,462 1,224 513 2,385 2,700 35,602 48,556 45,556 45,056 1,530 2,600 5,356 4,000 -Mileage reimbursement 1,228 1,530 Telephone/telegraph service __ _ 4,684 ~ 3,856 Building maintenance & serv. Training-general Printing advertising & PR PrinUng outside print shops Travel 750 750 750 500 500 500 363 750 750 750 150 150 150 1,501 1,020 1,020 1,520 20,448 22,084 337,913 350,912 Sell' Insurance allocation 21,372 20,448 Total-~osts 304,862 _ 339,139 Posi i~n s: FYE200-2/20~3 -- ' 2003-04 Office Assistant II 0 Staff Assistant 1 Intake~lnvestlgative Specialist 2.6 Program Manager 0 Juvenile Assessment Center Supt. 1 Case Manager 2 Administrative Assistant 0 Total Positions 6.6 2004-05 2005-06 0 0 0 0 2.6 2.6 0 I I 1 2 1 I 1 6.6 6.6 Crime Control & Prevention District Citizen Advisory Council/49008 Expenditure Budget Actual Amended Estimated Proposed 2003-2004 2004-2005 2004-2005 2005/2006 Minor tools & equipment Minor computer equipment 4,081 Office supplies Maintenance & repairs 144 Maintenance materials Professional services Postage & express charges Telephone/telegraph svc. Memberships & dues Printing advertising & PR 539 Total Costs 4,764 2,003 2,522 2,003 4,000 3,400 4,000 2,500 4,000 1,500 4,000 10,003 9,922 10,003 9 Crime Control & Prevention District Juvenile City Marshals/49010 Expenditure Budget Actual Amended Estimated Proposed 2003-2004 2004-2005 2004-2005 2005/2006 Salaries & Wages 50,246 91,174 91-,174 95,983 Overtime _ _20,440 5,000 5,000 5,150 Other pay 113 Retirement 13,512 19,909 19,909 21,926 Group Insurance benefit 8,532 2,894 2,894 3,183 Professional services 17,636 Self Insurance allocation 8,100 7,740 7,740 8,359 Totals 118,578 126,717 126,717 134,601 Positions: 2003-04 Deputy City Marshal 200~-05 2005-065 3 3 l0 City of Corpus Christi Crime Conb*ol & Prevention Dlatrlct 5-Year Revenue & Expenditure Prolectton Presented to Board @ February 16, 2005 Board Meeting Year 1 Year 2 Year 3 Year 4 Year 5 Actual Esllmated Proposed Projected Projected Projected 2003-2004 2004-2005 2005-2006 2006-2007 2007-2008 2008-2009 Beginning Balance 2,195,883 2,109,897 1,906,090 1,576~323 1,348,245 951,415 Sales Tax Revenue 3,889,730 4,018,139 4,138,683 4,262,844 4,390,729 4,522,451 Interest On Investments 22,808 38,446 51,560 35,467 30,336 21,407 Sale o! City Property/Mlecellaneous 7,219 2,240 Total Current Revenues 3,919,757 4,058,825 4,190,243 4,298,311 4,421,064 4,543,858 Total Funds Available 6,115,640 5,168,722 6,096,333 5,874,634 5,769,309 5,495,273 Expenditures: Legal Advisor Police Oil=leer Costs 3,327,100 Support Personnel 69,547 Pawn Shop Detail 62,572 MDT/AVL Technical Support 103,815 Street Lighting 11,393 Public Sal'ety Vehicles & Equipment 3,111 Police Academy Costs Election Costs Juvenile Assessment Center __ _ 304,862 CiUzens Advisory Council 4,764 J~uvenlle City Marshals 118,578 Total Expenditures 4,005,743 3,519,627 3,609,393 57,9O9 102,206 106,102 108,338 109,000 3,953,590 4,105,316 4,265,102 61,148 109,000 109,000 75,000 337,913 350,912 362,370 374,423 387,113 9,922 10,0~3 10,000 10,0O9 10,000 126,717 134,601 139,280 144,155 149,237 4,262,632 4,520,011 4,526,389 4,817,894 4,920,451 Ending Balance 2,109,897 1,906,090 1,b-76,323 1,348,245 951,415 574,822 Surplus/Detlcit (85,985) (203,807) (329,767) (228,078) (396,830) (376,593) Reductions incorporaled in 5 year plan as per Board aclion: I. Pawn Shop Detail deleted beginning In F"Y-04/05. 2. Reduction of replacement vehicles from 23 lo 15 beginning In P-Y-04/05 thru FY-OS/Og. 3. Support Personnel position of Functional Analyst transitloned to MIS In FY-05~06. 4. MDT/A VL position of Functional Analyst b'ansltioned to MIS In FY-06/07. I 4. MDT/AVL position of Technical Specialist transltioned to MIS In FY-07/08. 22 CITY COUNCIL AGENDA MEMORANDUM City Council Action Date: June 14, 2005 A. AGENDA ITEM: A Public Headng on a proposed amendment to the comprehensive plan of the City o1: Corpus Chdsti by amending the Cibj of Corpus Chdsti Parks, Recreation, & Open Space Master plan by amending subsection 10 of section 8.2 by adding provisions for playground equipment and green spaces in neighborhood parks; reconfirming the top 10 list of highest pdodty recreation facility needs in section 9 2; providing for repeal of conflicting ordinances; and providing for severance. B. AGENDA ITEM: First reading ordinance amending the comprehensive plan ol~ the City of Corpus Chdsti by amending the City o[ Corpus Chdsti parks, recreation, & open space master plan by amending subsection 10 or section 8.2 by adding provisions [or playground equipment and green spaces in neighborhood parks; reconfirming the top 10 list of highest pdodty recreation fadlity needs in section 9.2; providing for repeal of conflicting ordinances; and providing for severance. ISSUE: There is a Contradiction within the Parks Master Plan conceming installation and replacement of playground equipment for smaller neighborhood parks. The Parks and Recreation Advisory Committee and the Planning Commission have approved the amendment. Within Section 8.2 Guiding Concepts and Philosophy, the master plan supports "converting some of the unused parks into lower maintenance green spaces." While Section 8.6 Development of Needed Park Facilities, recommends "additional playground facilities throughout the city". The proposed amendment would add provisions in Section 8.2 for playground equipment and green spaces in neighborhood parks. Additionally, that the top 10 list of the highest pdodty recreation facility needs in Section 9.2 of the City of Corpus Chdsti Parks, Recreation, & Open Space Master Plan is unchanged by this ordinance. REQUIRED COUNCIL ACTION: Council must approve any amendments to Master Plans. PREVIOUS COUNCIL ACTION: City Council adopted the City of Corpus Chdsti Parks, Recreation, & Open Space Master Plan on November 19, 2002. CONCLUSION AND RECOMMENDATION: Staff recommends the Amendment to the Corpus Chdsti Parks, Recreation and Open Spaces Master Plan. Sally G~lik, Director t BACKGROUND INFORMATION In accordance with proper no{ice !o the public, a public hearing concerning the Corpus Christi Parks, Recreation and Open Spaces Master Plan was held on Wednesday, October 23, 2002, during am, cc~ing of the Planning Commission and on Tuesday, November 12, 2002, during a meeting of the City Council. The Corpus Christi City Council approved the Corpus Christi Parks, Recreation and Ope~ Space Master Plan on November 19, 2002. The Parks, Recreation Advisory Committee recommended approval of the contents of the Ordinance on May 11, 2005 and the Planning Commission, after a public hearing, recommended approval on June 1, 2005. Page 1 of 3, AN ORDINANCE AMENDING THE COMPREHENSIVE PLAN OF THE CITY OF CORPUS CHRISTI BY AMENDING THE CITY OF CORPUS CHRISTI PARKS, RECREATION, & OPEN SPACE MASTER PLAN BY AMENDING SUBSECTION 10 OF SECTION 8.2 BY ADDING PROVISIONS FOR PLAYGROUND EQUIPMENT AND GREEN SPACES IN NEIGHBORHOOD PARKS; RECONFIRMING THE TOP 10 LIST OF HIGHEST PRIORITY RECREATION FACILITY NEEDS IN SECTION 8.2; PROVIDING FOR REPEAL OF CONFLICTING ORDINANCES; AND PROVIDING FOR SEVERANCE. WHEREAS, the Park and Recreation Advisory Board and the Planning Commission have forwarded to the City Council their reports and recommendations concerning amending Subsection 10 of Section 8.2 of the City of Corpus ChdstJ Parks, Recreation, & Open Space Master Plan, an element of the Comprehensive Plan of the City of Corpus Christi; and WHEREAS, in accordance with proper notice to the public, a public headng was held on Wednesday, June 1,2005, dudng a meeting of the Planning Commission and on Tuesday, June 14, 2005, during a meeting of the City Council, in the Council Chambers at City Hall in the City of Corpus Chdsti allowing all interested persons to appear and be heard; and WHEREAS, under the laws of the State of Texas and the City Charter of the City of Corpus Chdsti, the City Council shall adopt the comprehensive plan and amendments to the comprehensive plan by ordinance; and WHEREAS, the City Council has determined that the amendment of the City of Corpus Chdsti Parks, Recreation, & Open Space Master Plan, an element of the Comprehensive Plan of the City of Corpus Chdsti, would best serve public health, necessity and convenience and the general welfare of the City of Corpus Chdsti and its citizens; NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CORPUS CHRISTI, TEXAS: SECTION 1. That the Comprehensive Plan of the City of Corpus Christi, Texas is amended by amending Subsection 10 of Section 8.2 of the Cit7 of Corpus Chdsti Parks, Recreation, & Open Space Master Plan, an element of the Comprehensive Plan, by adding provisions for playground equipment and green spaces to read as follows: "8.2 Guiding Concepts and Philosophy "The following concepts serve as the basis and foundation for the Parks Master Plan recommendations. They are dedved from the needs assessment and citizen comments throughout the process. C:~ D~y~e.03.05~p.%7ORDO3~Com p Develop.Plan\05.0606DC Amend. Parks. Mas[er.P~an.doc Page 2 of 3, "10. The quantity of smaller neighborhood parks continues to be more than the resources of the city can care for. Divestment of a few more small park spaces may be feasible, but is not an answer for all of the smaller parks. Rather, the greater focus should be on developing a neighborhood by neighborhood plan for addlnq and/or replacin~ olav(3round e~uioment where needed in nei(~hborhood parks and converting some of the underused aP~sed-I~ark area 7.~.,~.~ into iN lower maintenance green spaces; and no other recreational amenitJes shall be included in nelclhborhoed parks. Recommendations to address this are contained in this chapter." SECTION 2. That the City Council has reviewed and hereby reconfirms the top 10 list of highest priority recreation facility needs in Section 9_2 of the City of Corpus Chdsti Parks, Recreation, & Open Space Master Plan. SECTION 3. That the City of Corpus Chdsti Parks, Recreation, & Open Space Master Plan establishes the City of Corpus Chdsti's policies for growth and development of parks and recreation services and the acquisition and preservation of open spaces within the City. The City of Corpus Chdsti Parks, Recreation, & Open Space Master Plan is a portion of the master and general plan of the City. SECTION 4. That all ordinances or parts of ordinances in conflict herewith are hereby expressly repealed. Where any provision of this ordinance imposes standards or restrictions different from those imposed by any other prevision of any other City ordinance, rule, or regulation, the provisions of this ordinance shall control. SECTION 5. It is the definite intent of this City Council that every section, paragraph, subdivision, clause, phrase, word or provision of this ordinance be given full force and effect for its purpose. Therefore, if any section, paragraph, subdivision, clause, phrase, word or provision of this ordinance shall be held invalid or unconstitutional by final judgment of a court of competent jurisdiction, it shall not affect any other section, paragraph, subdivision, clause, phrase, word, or provision of this ordinance. Henry Garrett Brent Chesney Melody Cooper Jerry Garcia William Kelly Page 3 of 3 The foregoing ordinance was read for the first time and passed to its second reading on this the 14"~ day of June, 2005, by the following vote: Rex A. KJnnlson John E. Marez Jesse Noyola Mark Scott Henry Garrett Brent Chesney Melody Cooper Jerry Garcia William Kelly The foregoing ordinance was read for the second time and passed finally on this the 21st day of June, 2005, by the following vote: Rex A. Kinnison John E. Marez Jesse Noyola Mark Scott PASSED AND APPROVED on the 21st day of June, 2005 Al I EST: CITY OF CORPUS CHRISTI Armando Chapa City Secretary Henry Garrett Mayor D AS TO LEGAL FORM 8 June 2005 ~yle D. Curtis Chief, Administrative Law Section Senior Assistant City Attomey For City Attorney 23 CITY COUNCIL AGENDA MEMORANDUM City Council Action Dote: June 14,2005 MoOon authorizmg the City Manager to execute on behalf of the City a Collective Batgaimng Agreement vath the Corpus CImsti Fire Fight. s' Associalion. From Augms't !, 2003 thru July 31. 2005, as negotiated by the City and associalion representatives. ISSUE: The City of Corpus Christi bargains with the Corpus Christi Fire Fighters' Association for wages, benefits and conditions of employment for the City's fireflghters pursuant to Chapter 174 of the Texas Local Government Code. A collective bargaining agreement resulting from the negotiations Is then ratified by the members of bargaining unit and approved by the Council. REQUIRED COUNCIL ACTION: Approve the motion directing the City Manager to enter into the contract negotiated the City of Corpus Christi and the Corpus Christi Fire Fighters' Association. PREVIOUS COUNCIL ACTION: The Council, through the City Manager, has collective bargained with the Fire Fighters' Association since the mid seventies to provide wages, benefits and working conditions for the City's flreflghters. CONCLUSION AND RECOMMENDATION: It is recommended that the Council approve a motion authorizing the City Manager to enter into a collective bargaining agreement with the Corpus Christi Firefighters' Association. Attachments: Proposed collective bargaining agreement. C:~Documents and SetfingsWilS~VIy Documents\CouncilAgendaltem Fire Cobh'act05 doc BACKGROUND INFORMATION The City and the Fire Fighters' Association have tentatively agreed to a contract pursuant to Chapter 174 of the Texas Local Government Code. An election for ratification of the contract is scheduled for June 9 and June 10, 2005. If successfully ratified the contract will be submitted to Council on June 14, 2005. The City has agreed to a monetary settlement of the following: 1. 2.25% raise to salaries effechve 8/1/03; 2. 2.25% raise to salaries effective 11/1/04; 3. A one-time contr/bution of $13,000 to the supplemental insurance amount sent to the Association; 4. An increase of $12.50 a month to the uniform allowance effective 8/1/04; 5. An increase of $2 to the meal allowance of $4 for Firefighters who are on a call during a mealtime; 6. A one-time increase of $25.00 per firefighter to the performance pay amount of $150.00 scheduled for November 2005; 7. Addition of education pay in the overtime calculation; 8. Addition of the district chiefs to the callback rotation. Other changes to the agreement include: 1. Language and formulas describing the City's method ofpayment for salaries and other pay. This improves the City's position in the future as to state and federal law overtime claims as well as claims on payment of vacation and sick leave. 2. Language giving the Chief more discretion in e'ntering into agreed discipline with employees. 3. Increase in the number of personal leave days to equal the number for civilian and police employees 4. Acknowledgement that the title of First Assistant Chief is now Deputy Chief. 5.31.05 FINAL CONTRACT City Proposal AGREEMENT BE'rWEEN THE CITY OF CORPUS CHRISTI AND THE CORPUS CHRISTI FIREFIGHTERS' ASSOCIATION J AUGUST 1,200_35 THROUGH JULY 31, 2005,3 AGREEMENT BETWEEN THE CITY OF CORPUS CHRISTI THE CORPUS CHRISTI F~REFIGHTER$ ASSOCIATION (August 1,200~ to July 31. TABLE OF CONTENTS Preamble ........................................................ A/'tlcte I - Deflnlt. Jon~ ..................................... Article N · Recognition and G~n~raJ ProvlslOnl 1. Reca3gnlflo~s ....................................... 22_ 2. Amendmem~ ........................................ 2-_3 3. Prevallng RJghls ................................. 2_3 4. Rulb~gs and Reco~s of Cl'~ Se rvtc~ Commiss. k:~ .......................... 23_ Artlcl~ IH - Nom:U~rlmlnaUo~ ..................... 33 Artlc~ IV. Woddng Condltlone 1. Work We~ and Duty Hours .............. 4~_ 2. Fire Preve~ion and Tralnlng D~visk)n Work Week ....................................... 4_5 3. OverUme ........................................... 4,~ 4. CalI-Bac~s ......................................... §7 5, ]~tness .................................................. 6. Holidays and Vac~Uon ........................ ~. 7. pe,"sonal Leave ................................... Working out of Ck3ccifio~fion ................6 B. Uniforms .............................................. 6_9 g. Miteacje Aflow-~nce .................... Educ~Uo~ Ine~nl~lvo I~a¥ ....................7 10. MeaJ~ ............................................... 71_11 11. Retie[ ........................................... 8-1412 - ~ck Leavo and Va~Uon [~o~ng.....-~8 12. Use of ~ Leave in the Evenl o[ Dea63 Or SeriOUS Itlness in the Imme~ate Family .......................................... 844-12 13. Assignment Pre[efenoe Fo~ms ........ 812 14. Reasslg~'m~ent [T~n Fire Prevention .8,12 15. Station Asaignment by Ser~3dly ....... 812 Podormonoo ^~,~3 rd ............................. 9 16. Employe~ Asslgne~ b3 Spe~alized Training ............................................ 91_33 Article V - Wages 1. Wages ......................................... ~t314 2. Longevity Pay ............................... ~,1_5 3. CerUflcaUon Pay ............................. 4. Asslgnrnent Pay .............................. ~4-16 5. Workinq Out of CiasslficaUon .......... !~17 6. EducalJ~ IncenLive Pay .................... 17 7. Pedormence Award ............................ 18 8. Saint,,, of Depu h' Chle/and A.,.~stant Chle[s 18 9. Pa',' Pedod5 ........................................ 18 10. Pay 8nd FIs(:al C~r~ainty .................. Artk~, ~. Em~gency M~cal 1. Ce~flcal~on Requlrernen t .......... 2. Service Requlreme,-lt ..................... ~2~_ 3. Assistant EMS Dfi'ector ..............13~Q~1 4. Reae. s/,gnment or FIrel~ghte*' II ElvlTR:lmtlghl~' II Pa~medk~.... 13~-~J21 5. Volunla,'y D~noSon of Flreflghter II EMT/Paramedfcs ..................... 13~122 6. EM'F Ce~tfon AJ=ta~ Pmmotto.~!32122 7. PmmoUon ~ Fim~ght~' II/~ng~eer or Ca~0taln .................................... 132122 AJ'~cle Vll o Unio. Actlviti. 1. Payroll Deduct~ o[Dues .......... !~.2122 2. NegoUaU~g Te~m ...................... 14?.~23 3. Unlo~/~ ........................... 1 4. Pmside~t's T~e Off .................. 1E~324 5. Other Unlo~ FLmc~n$ ............. 1E~324 6 City Factlit~ea .............................. !§2324 8. OflentaUo~ ................................ !E2'~25 9. At,on Outside Oily Lkn~ .......... 10. Notlflca~<~ of Pn:~'not~,n ............ 11. padies In Setect Their Ow~ 12. C~b'act Adm~ls~'alkm ............... 1 1. I~geme~t Func~,3r~ .............. 152E26 2. P~u~ and RegulaU~s .............. 3. No~lnle~e~ce Wlfl~ Personal Uve=! 4. $~la~ of First .~ct~nt Chk~¢ and Article IX - Employee S~ectJon and PromoUon 1. O~e~taUofl ~3r Fim6ghter II Drive~s and Ca,olains ............................. 17~27 2. PTomo§orlat Examina~3~ls FIreRghter II's and Capbak~s ....... !82~27 4. App~nlment of Deputy ~hiefand A,~;ictnnm Fire Article X - Grl~van~ Pro~.e~ure 1. Sc~pe of Gdevamce Procedure.. 2130:~1 2. Right [o Present Grievance: Union 3. P~re fi~r Handling 4. As~lra~3~ of Grlevam~ .............. 223~. 33 5. Payment while ParBcipating In Grievance and P~ot~'atta~ Procedures ......... 2~,~,~4 6.,e~5~sais From PrornoBonal 7.Sc~p~{~n by Acjro~rn~n[ .................. Article Xll - Health & Welfarm I L~bo~-Manageme~[ Commi~e.. 2. h:lentiflcal~m Cands ................... 3. Health Insurancla and Lif~ 4. Disablity ..................................... 5~ Sick L~ave and Retimm~'~[ Pa~4 3~ ~,~ ~2 6. Toxic~:4ogy Reporbt ..................... 7. Mand~3~ Op~g Tes~ng ............ 8. Accrualo~Vac~Bo~ Day~ ............ 32~ 1. Legal [~s~ ............................. Artlc~ XW- .4a~ocMtl~ H~lth ~nd 3. Conflict wi~ CAvil Servica Stab,re ....... 36 Copies of Agreement ....................... 36 Concluding Provtslo~ .............................. 374050 Attachment 1 - Fire Department's AJcohol and Drug Pok~-'y .............. 3.~.9~1 Att~ohmo~t 2 Vac~IJ¢~ Dina up Loire,.... §667 Appendix "A' - D~e~ Deduction ,A~Jtf~3~.c~uon ................ ~5~ .'~opandlx 'B' - ,S~:ia( As sessmen t D~:luc:~n Aut~odza ~on ................. Al3p~mdix "C' - Temllnallon of Regula,- ar Special Dues Deduction Aatt~adz~an .................. ~.?~9~ PREAMBLE The following agreement is made by and between the City of Corpus Chdsti, Texas, hereafter referred to as 'the City'. and the International Association of Firetighters, Local Union 936, hereinafter referred to as 'the Union.' The City and the Union agree that the establishment ol' i~air and reasonable cornpensatJon and other conditions of employment is a pdmary purpose of this agraemont as we~l as the promotion of harmonious relationships between the CYty and the Union. This agreement has been negolJated through the collective bargaining process with the objective of serving the aforementioned purpose and with the [urther object of fostering effective cooperation between the City and its Fireflghters. Now, therefore, in consideration of mutual promises and agreements contained herein, the parties agree as feilows: ARTICLE I DEFINITIONS 1. "Cib/' means the City of Corpus Christi. 2. "Union' means the International ASSOCiation of Firefighters, Local Union 936. 'Employee' means any sw3rn, certified, full-time paid employee who regularly serves in a professional fire fighting capacity. The Fire Chief and all civilian non- uniferrned employees are excluded from receiving wages or bene~ts as provided under this contract, and therefore are not inciuded within the del~nition of employee. "Members' means any employee who is on the membership list of and pays dues to the Union. 5. "Supervisor" means any officer with the rank of Fire Captain or above. "CJwl Service Commission" means the Civil Service Commission of the City of Corpus Chdsti. 7. "Chief of the Depadment' means the Fire Chief of the City of Corpus Chdsti. 8. "City Manager" means the City Manager of/he City of Corpus Chdsti. "Chapter 143" means Chapter 143 of the Local Government Code, Vemon's Texas Codes Annotated. 1987. Article 5154c-1 shall mean 'chapter 174 Fire and Police Employee Relations' of the Vernon's Texas Codes Annotated. Local Government Code, Chapter 174. 10. 'Firetighter Trainee' means an individual employed by the Fire Depadment who is attending the Fire Academy and who has not graduated 11. "Fire academy' means all training necessary to prepare and certify firefighter trainees for employment as a firefighter, to include State firelightar certificalion, and initial State EMT, and Paramedic cedilication. 12. "Certified EM'I'" (Emergency Medical Technician) means a lqra§ghter who has a current corflfica§on as an Emergency Medical Technician from the apprepdata State agency, and who maintains a current authorization to function as a medical care provider by the Corpus Chdstl Flra Department's Medical Director. 13. "EMT Certification" consists of a current certification as an Emergency Medical Technician from the appropriate State agency, and a current authorization to function as a medical care provider by the Corpus Chdsti Fire Departmant's Medlca~ Dira~or. 14. "Certified Paramedic' means a §rafighter who has a current ced:lOcation as an Emergency Medical Technldan-Paramedlc, or a current license as a Licensed Paramedic, Eom the appropriate State agency and who maintains a current authorization to funclion as a medical care provider by the Corpus ChdstJ Fire Department's Medic. el Director. 15. "Paramedic Certification' consists of a current cartilicetion as an Emergency Medical Technician-Paramedic. or a current license as a Licensed Paramedic, from the appropriate State agency and a current authorization to function as a medical care provider by the Corpus Chdsli Fire Department's MedicaJ Director. 16. "Probationary Peded' shell be 18 months from the date of hire, unless a flraficlhter is unable to obtain initial paramedic certification within twelve months from the date of hire. if a firefiqhter fails to obtain paramedic certification within twelve months of date of hire, probaUon shall extend from date of hire until six (6) months after obtaininq initial paramedic certification. Failure to obtain initial cer[ificaUon within eiqhteen (18) months from the date of hire shall result In termination as Der Article IX Section 5. ARTICLI~ II RECOGNITION AND GENERAL PROVISIONS Section 1. RecOg~lltions. The City recognlze, s the Union as the exclusive bargaining agent for a bargaining unit consisting of each swom, certified Fireflghter in the Fire Department of the City of Corpus Chdsfi. It is understoed that this bargaining unit does not include the Chief of the Department and does not include civilian non.uniformed pemonnel. It is understood that this bargaining unit does not include Firelighter trainees enrolled In the F~re academy, but that such pers~3ns become members ol: the bargaining unit at the time they graduate [Tom the Fire academy. Section 2. Axnendments. The Union and the CIW may joinUy agree to negoUate possible changes in the contract dunng its term. Such nagotiatlons shall be set at the convenience ol= both parties. In order [or the contract to be amended both parties must agree upon the amendment. Amendments to the contr'act must be ratified by appropriate parties. Section 3. Prevallln~ RJght~. Ail dghts, privileges, and ~:)rking conditions enjoyed by the employees at the present time, which are not specifically mentioned in this agreement, shall remain in ~JII force and effect and shell not be diminlsbed in any manner dudng the te~'rn of this agreement, unless by amendment by mutual consent of the parties. Section 4. RulinJls and Records of Civil Service Commission. All rules, opinions, directives, decisions, and orders issued by the Civil Sen/ice Commission shall be preserved In written minutes, Such actions need not be copied verbatim in the minutes; it shell be suffictenll to accurately summarize such actions. The Chairman or, in his absence, the V'~ce-Chairman of the Commls...Non shaJl sign the minutes; the signatures of the c~ncurdng members on any action shall not be required. The Commission may, ii' it desires, cause any rules, decisions, directives, o1' orders to be reduced to writing, apart [rom the minutes. Ail such written records of the Commission shall be public records. The City will notify the Union o~ any items on the CMl Se~'vica Commission's agenda that may affect F~refighters and/or the Fire Service. ARTICLE III NONDISCRIMINATION This agreement appties equally to all Firefighters ol~ the City ol~ Corpus Chdsti, and the par'des agree to apply the provisions of this agreement to all F]refighters without discrimination because of race, color, sex, age, religious c;ree<l, nalional origin or Union affilial~on. Spedfically, the City will not: (1) Intedere with, restrain, or coax'ce employees in the exercise of their right to organize and bargain collecliveiy as provided by law, or in the exercise of righ(s provided by [his agreement; or encourage or discourage membemhlp In er support of the Union; or interfere with the administration of the Union; (2) Discharge or olher~se discriminate against any employee in regard to tenure of employment or any term or condition of employment on account of membership In or support of the Union, or on account of any lawful Union activity. Specifically, the Union will not: (1) Interfere with, restrain or coerce employees in the exercise of their dght to organize and bargain collectively as provided by law, or in the exemise of dghts provided by this agreement; (2) Cause or attempt to cause any employee to discdmlnalo against any other employee because of the employee's membership or no~-membership in any employee organization, or in any manner prohibited by this agreement. ARTICLE IV WORKING CONDITIONS Section 1. Wo~ Week and Duty Hours. A. The regular v,~3rk shift for fire lighting personnel assigned lo lire suppression or emergency medical services duties shall be based upon a schedule of tw~pl;y four ~.24) hours on and forty eiqht ~.48J hours off for a yearly average of fifty four ~.54~ hours per week. Fer purposes of ove~me catculalions under the Fair Labor Standards Act, the City shall utilize a twenty seven [27.) day work cycle; sick leave, vaca§on and 'Kelly Days' will not be considered as time worked for said overtime calcula§ons. B. The regular duty hours for each shift shall begin at 8:00 a.m. on the day to be worked and shall end at 8:00 a.m. on the following day. For employees required to work the twenty four ~_24.) hours on and forty eiqht ~.48~ hours off schedule, twelve ~.12J scheduled working hours shall be counted as once ~.1~ werk day for vacation or sick leave purposes. C. Any work required in holdover from a shift as a result of a late return to the station from a fire call or ambulance caJI, shall be compensable to the nearest fifteen ~.15.) minutes. The preceding sentence shall not apply where the holdover was a result of the employee having been ordered to be on standby or by his having been dispatched to a fire as a part of the relief for another crew In any event, where the holdover period exceeds fifteen {15) minutes the employee shall be compensated for the entire holdover period at Ihe overtime rate. D. If an employee is absent from work for a full calendar quarter, as a r,~sult of an on-duty Injury, the employee will acorue no 'Kelly Days' attributable to that calendar quarter. E. The fimfiqhters understand and aqme that the CJh' compensates them in full for all their rec~ularlv scheduled hours. Fireflqhte~s assiqned to fire suppression ~ ernerclency medical sm"vfces receive slraic~ht time monetary cornoensaUon to work two hundred sixteen (2161 houm in each twenN seven (271 day work pedod. Section 2. Fire Prevention and Training Division Work Week. A. The regular work week for personnel assigned to the Fire Prevention or Training C)ivislon shall be forty .(.40} hours por week. The regular weekly schedule will be four ~ ten .(10.) hour shifts pe~ week. If the stalling level in the Fire Prevention Division Palls to 50% or less of the required level for that activity, the Fire Chief, at his discretion, may alter the regular weetdy schedule of the employees assigned to that activity. In the Training DMs]on, the Rm Chief, at his discretion, may alter the regular weekly schedule at any time. A four (4) ten .(.10) hour day weekly schedule will begin at 8:00 a.m. and will end at 6:30 p.m. with a thidy ~.30) minute unpaid meal pedod. B. Employees assigned to the Fire PreventJen or Training Division may elect, once each year and with the approval of the Fire Chief, to work a weekly schedule of five ~5) eight ~SJ h(:xJr shifts. This elecfien will continue in effect for a year. subject to alteraaon by the Fire Chief as provided in paragraph A above. C. Employees who work a weekly schedule of four ~ ~en ~10) hour shies will accrue and use, on an annual basis, three ~3~ ten J:10) hour personal leave days, as provided in Article IV, SeclJon 7, and seven ~ ten ~.10) hour holidays. If the employee does not work a weekly schedule of four 4.~ ten ~.10) hour shifts for an entire year, the personal leave and holiday hours acoued for that year shall be prorated accordingly. Section 3. Overtime. All employees shall be paid for authorized overtime work at the rate of 1-1/2 times the regular rate "Reqular rate" and "reqular rate of pay' after the date of execution of this aqreement means base [:)ay, Ionqevitv, educa§on incentive, assi~3nment and cedJficatio~ pav onlv Such rate for positions with scheduled work weeks other than forty ~.40J hours shall be computed on the basis of 173.33 hours per month for payment of cycle pay and holiday pay. All other oved~ma will be computed on the basis of one hundred and ninety five ~.195j hours per month. OvertJme will be computed onty for actual hours worked over the scheduled work week Compensatory time off equal to the actual hours of overtime may be taken in lieu of overtime pay upon the mutual agreement of the department head and the employee. Overtime shall be computed to the nearest quarter hour. The conceptual formula for the payment herein [or overtime work a['tor the date of executio~ of this a~reemenl is set forth in A,opendix D. Overtime at the rate of 1-112 times the regular rate of pay will be paid I:or w~rk performed on any City holiday as per Section 6 of Article IV. Any off-duty Firefighters who ara called back to duty or subpoenaed to give teslimony in court about events adsing out of their employment shall be compensated at the rate of 1-1/2 Urnes the Flreflghte~s regular rate ol' pay from the Ume the F'iraflghtor Is ordered to report to dub/. and shall be paid I:or the actual time worked in that shift or for a minimum of three (3~ hours for any one (11 call-back Incident. Compliance Provision. The par'des aqree and understand that the aqreement of the parties to use 173.33 hours per month I~or cycle and holida,/overtime pay and one hundred and ninetyq'ive (1951 hours per menth for all other overtime pa'/does not conslA'ute the straiqht Ume or regular rate for re(~ularty scheduled hours of work for purposes of this aoreement tt is also aqraed and understood that to the extent that the City's cun'ent or past pavrotl practice is inconsistent or conflicts with the provisions of the Texas Local Government Cede Section 142.0015 and 142.0016, the provisions of this conch'act or past contract shall conb-ol. It is aclreed by the parties that should an'/overtime liability result under the terms of this conb'act, state law, or the Fair Labor Standards Ac[ that the City is entitled to use an'/extra overtime premium paid resultinq from usinq overtime rates based on the 173.33 or one hundrad and ninety-five (195) hours per month which exceed the overtime premium due calculated [or twenty four (24) hour shift employees on the basis of two hundred and sixteen (216) hours worked in a twenty seven (27) da'/work pedod to o~fset such liability. where allowable by applicable law. It is ft~rther aqraed and understood that to the extent that the methods of determininq stralqht Ume and overtime pav listed in this aqreement are inconsistent or conflict with the E-ovisions Of the Texas Local Govemrnerlt Code Section 142.0015, th~ I~'ovisions of this aqreement shall conb'ol. Should any court rule or hold that the City is not enUUed to the full credit provided herein, the City or the Association may reopen neciotiaUons dudnc~ the term of this conLract to address, any issue necessary as a result of such rulinq, and the duty of h par'ty to barqaln under Texas Local Government Code Chapter 174 shall applY. Section 4. Call-backs. The parties have aqreed that the provisions of the currant aqreeq Call back procedure. Corpus Chdsti F]re Department S~1101.09, shall remain in effect dudnq the term of this aqreement, un~l superceded by a new aqreement, or upon aqreement of [he Asso~a§on, and shall ~revail and control over the ~ovlsions pi' this section, to the extenl pi~ any inconsistency with this section. The call-back provisions in this saclJon are only applicable in situations where Flreflghters are called back to duty to f~l§ll delb/staffing levels of the stations and equipment, or for fire and medical emergencies. For the puq~osa pi' call backs of F~refighter~ assigned to twenW four [24.) hour shifts, the department shall maintain one 1_(_1_)_call-back list for each twenty [our .(24.) hour shift composed of all ranks except Chicfs 3nd Assistant Chiefs. To be considered ~or daily slalflng call-back, a F]refighter must have been on duty for a complete twenty tour [')4} hour shift immediately preceding the call-beck. Firefighters will be called back in numerical order from the first posilJou on the call~)ack list to the last position on the call-back list. Once an employee has called back to dub/, shoe/he shall be placed in the last numerical pr~sil~3n on the call-back list. Firei~(3hters who are on approved leave will not be considered for callback. Firefiqhters who are on sick leave will not be e(iqible for callbacks until raportinq back to full dub/. A Fire§ghter re-assigned to another shift shall be added to the call-back list for that shift and placed in the same numerical posilion held on lhe call-back list before the reassignment. In the event [hat more than one such F~re§ghter is reassigned with the same numerical position on the ca§-back list, placemenl, shall be by Io[. A probationary Firei~ghter who has graduated Eom the Rre Academy will be placed at the boltom of the call-back list for his or hor assigned shift, provided that placerne~t order at the bottom of the list shall be determined by lot For ca§-backs that require staffing by specific rank, ceCdficatio~, or quafir~:;a~ons, only F~re[ightem on the call-back list who possess [he needed rank, certi§calJon, or qualifications shall be etigible [or the call-beck. Fire§ghters will not be called back to perform at e lower rank. in an emergency, which shall be any unexpected happening or even[ or uni'ereseen situation or cdsis that calls for immediate action, the Chi~ may bypass employees Eom the cafi-back roster who reside outside the cib/limits. Said byt~assed employees shall retain their standing on the roster ~'~ other scheduled call-backs. If the Chie[ or his designee inadvertently by-passes an employee in an emergency situaUo~, the employee shall retain his/her standing on the roster unUI he/she is utilized. The Chiei~ shall call the employee, who is by-passed, to work within a forty five ~45.) day pedod. Any employee inadvertenLly by-passad in an emergency si[ualion shall within a forty five (45.) day period be assigned overtime dub/either of an emergency or non-emergency nature, [or a lime period olF no less than the amount oF ~me he/she would have worked if he/she had not been bypassed. An updated call-bac~ list will be provlded to the F~refighter's Asseoialion '.;%h!.". !crt-,; oight (4~) hourc ol= being updatod on a weeld¥ basis. Section 5. Illness. In the event of illness, rite employee shall nolle/the Assistant Chief or Acting Assistant Chief on duty immediately w'nen bSe employee knows he w~ be absent on account of illness. Any shift employee absent more than b~vo ~.2) c~nsecuflve work shifts, and any i~ody ~40.) hour '~ek employee absent more Ihan three [3) consecutive calendar days, shall be required to furnish a certilicata o1' a physic~n certifying to the illness of the employee. The Chiel~ may at any lime, by~ written request, call for a rnedicaJ certificate if, in his judgment, be deems It appropriate for a Just cause. Section 6. Holidays and Vacation. A. Holidays. Each employee shall receive the following holidays dudng each fiscal year. (1) NewYear's Day (2) Memoflal Day (3) Fourth of July (4) Labor Day (5) Thanksgiving Day (6) Christi'nas Day (7) One holiday to be determined by the City. F~re§ghters shall have the same number o[ holidays, or days in lieu thereof, that are granted to other municipal employees. The current practice of add{rig hofidays to vscaQ, ort time shall be retained. B. Vacalior~. t-t) Firefightars with less Ihan fifteen ~.15) years of service shall be entitled tlfteen working days vacation a year which shall accrue on the basis of twenty six biweekly pay periods per year. F~re§ghters with tlfteen £15) years to twenW nine ~.29.) years of continuous service shall accrue eiqhteen J.18) working days vacation a year,= W_which shall accnJe on Ihs bas~s of Iwenty six ~.26). pay periods a year. Firefightars with thirty .(30.) years oi' continuous service or more shall accrue twenty one working days of vacation a year which will accrue on the basis of twenty six biweekly pay perteds a year. F~ b~enty four ~.24.~ hour shift flrefighters, twelve scheduled worldng hours shall be counted as one ~.} working day for determining accrual of vacation leave. For those firel~uhters scheduled to w~rk i'orty ~.40.) hours a week, regardless of whether worked in shifts of eiqht ~.8) hours, ten (10~ hours, or such other shlfta as may be authorized under this Agreement, eight j~8.) hours shall be counted as one (1') working day l'or determining the accrual of vacation leave. Se;flon 7. Personal Leave. Employees on the payroll as of August 1'~ of each year, except for trainees who have been with the department for less than twelve ~_12.) months, shall receive t, hrpe/3~ personal leave days with pay. Personal leave days shall be non-cumulative and must be taken dudng the fiscal year received. Us~ of these days shall be subject to the operating needs of the departTnent and the requests of the employees. For 2,1 hour shift omployooc, tho 3 days shall bo oqual to 3 12 hour days. For all othor omployoos, tho 3 days shall bo equal to 30 hours. Thoro shall bo no paymont for tho ~ccruod porsona[ Ioave days if ar~ employoo ton~inatoc prior to using all al~ such day~;. 1. The par'des have barclained this provision to provide extra time off, witho~Jt increasinq call back overtime cost to the City. 2, Effective Auqust 1. 2005. the City will aqree to allow two (2) additional personal leave days {12 hours of leave eclual o~e da'/) for a total of five (5) personal leave days in each fiscal Year. provided that personal leave days must be taken as follows, ra~her than as currently taken in coniunction with vacation leave: For Sup~'eeaion Shift Personnel: Three Shifts as follows: 12 PL/12 PL 12 PL/12PL 12 PL/12V For 40 Hour Schedule Personnel: 40 hours of Personal Leave 3, Personal leave must be used with personal leave, except as shown 4. All other Dolicies and practices not inconsistent with this provision shall continue in effect. There shall be no payment (or the accrued personal leave days if an employee terminates pdor to usinq all of such days. [Socdon 8. Workinq Out of Claeciflcation. Any Firofighler who ic ascignod tho dutioc of a highor claccificotion for an ac, eruod poded of 4 hour¢ or moro dudng any shift shall bo paid ac, ting out of olacoificatJon pay ac follows: Acting Firofightor II ............ $18.00 par shift Acting Captain .................... $2'1.00 per chill. Acting Dicthct Chiof .............. $36.00 par shift Acting Aecictant Firo Chiof...$48.00 par shift Section 98. Uniforms. A. The C~ty shall pay 100% of the cost of the original issue of uniforms to provide every uniformed employee with all required odqinal issue items, official clothing itoms, 9 including jackotc but oxc~uding &ockc and shoos. The employee shall thereafter replace or repair said required clothing items. B, The City retains the right to establish the s~e and cotor of the offidal uniform and its insignia. If the City changes sb~e and color o1: the uniform, and such changes cause the previous uniferm to be obsolete, it shall pay 100% of the edginal cost C. Original issue of uniforms, including patches, to each F~reflghter shall be as follows: J~l) Flreflghtar trainee, s~ two (2) Class "A' uniforms;. One (1) belt and one 1~ buckle;? ~3.) Thrcc Six (6) Class 'B' pants and cT. prep.al=Is six {6) T-shirts; [4.) O~e (1) sweatshirtq and (5) One fl) Jacket. D. Shoes shall be at the expense of the indiwdual Fireflghter and made available through City warehouse pHc, es and facJliUes. E. A clothing allowance of $55.00 per month shall be provided to each Firefighter for the purposes of uniform cleaning and maintenance. E~ectJve Auqust 1, 2004, the clothinq allowance shall increase to $67.50 per mor~th. F. Standards reqardinq the inspections, maintenance, and replacement of uniforms as well as, uniform specification shall be established bv the Fire Chief !.", hic sclc di~-~q~'~subiect to the provisions of ~his Conbact. G. G. Commendnq Auqu6t 1, 2004Soptomb~r 1, 2006 January 1, 2006, each Fireflqht~ name, rank. and hiqhest current EMS Certification shall be on all newFlraflqhtars shirts as Per department policy. On or before Soptombor July 3 1, 2C"25, January 1, 2006, the City shall provide each Flrefiqhter on s one time basis three (3') T-shirts with the required IdenUficatlon. These shirts may also chanq, e ir~ style and color however, the City shall have no obliaatJon for the T-shirt uniform chanqe, beyond fumishinq the 3 T-shirts. (Paraqraph B, above, notwil~$tandinql. After Soptomber July 3 1, 2006 January 1, 2006, former uniform shirts shall be_ obsolete. 10 Section ~09. Mlleal~e AJIowance, Employees required to use their pdvate automobllss fox' authorized Fire Department business or as a necessity In changing stalions shall be compensated at the rate specified or to be specified In the compensation ordinance of the City, but not less than 32.5 cents per mile. ~Soction 11. Education Incentive PaY. (1) Employooo shall bo eligible f~ odueational in(~ontivo pay at tho monthly rate et .70c per month [of (aach academic semester hour ~atlr.,~3ctodly completed provided that r,~ch hours are applic, oblo [ow3rd a degree in Fire Science, Oc~up,atlo~al Education with a spodalization In Fire S~onco, Psychology, Public Adrninlr2a'ation or a Bachol~ et Solonse in Numing. or F_MS ro~atod fio~ds (hors,after referred to ac compensable areas of eb. idy). In no event will more than $.19.70 per month bo paid without cuc~,osc[ul oomplo§on of tho requirements and tho receipt of tho /%ccoci3to In Applied Solo, nee Degree in a compensable ama of study. If tho employee ic attending an upper level co~lo(jo, ho may moot this requirement by liling a copy et hic certified degree plan with tho Dirootor Human Resourc, oc, noting hic expressed intent to obtain a I~acholor'c Degree in one of tho c, ompenr.,ablo areas of study. /',JI Approved hours above tho ^r.,cociato Degree in a compensable area et study ',,,,ill bo eligible for educational pay at thlc rate up to an additional $37.10 par month or a combined total of $~6.110 per month. Succ, o~cful completion of tho requirements and receipt of a Bachelor's Oogroo in 3 comp~ancablo area of ct'udy will qualify tho omptoyoo f~ a maximum of $~0.30 per month. (2) Approved houm above tho Badnolo~'c Degree applicable toward a M3ctor'c Degree in Fire $~onr. x), Occupational Education ^dminictration or a Mac[om of Sc~onoo in Numing or EMS related field ',viii be otigiblo tot oducationat thc, entire pay at tho same rate up to an 3ddt[tonal $1-1.00 per month. Successful eomplotion et tho Ma~or'~ Degree one of thoeo subject areas will qualify tho employee i~or an additional $11.20 per month I~or a maximum combined t(atal et an additional $26.20 per month on a Mastor'c D~)grso. Tho addition of other compensable aroa~ of study under thic coo[ion shall not expand tho proc[leo el~ p,3ymont of expend, es or provision of textbooks or rnatedalc to ouch other areas et ctudy ac presently provided [or an Associate Degree in Applied Science for Science at Del Mar Co[logo. (3) No probationary employee shall bo eligible for educational incentive pay until after ho hoc cucco(~cfully passed his probation;:~ry podod. Section ~310. Meals. When it appeam imminent that Firefighters will be engaged in §refighUng duUes at the scene of a tire or relocated to another station or engaged in ambulance duties bye ~ hours past their normal mealtime, they shall be provided a meal at the Cites expense for approximately $4A~) ~;6.00 per meal per fireltghter, e[fer-.~ve ula0n slQnlnci of this aqreement, to be reimbumed within two {2) weeks [TOm date of submissioe of Ihe form approved by the Cl'fiefs office, which may be by I~ax or other mode of submission. A request by the senior olficer present at the scene or approval by the limt senior office~ in the chain-of-command, if a senior olflcof is not present at the scene, is necessary before a meal will be provided. SecUon ~311. Relief. Fireflghters actively engaged in lire fighting du~s at the scene al= a fire for a period exceeding three ~.3.) hours will be retieved Eom dubj and given a rest period of at least thirty ~.30~ minutes after any Ihree {3) hours al= fire lighting duties. In the event that any Rreflghters are required to engage in fire flghl~ng duties at the scene of the fire for a period al= eiqht ~.8.) hours or more, every reasonable effort will be made to relieve such Firefighters to other duties away Eom the scene. Socfion 1'1. Sick Loavo and Vacation Por.,iJn~. Tho City shall po~t in each tiro oration an ac, counting of r~ck Ioavo and vacation accrual on a semi annual baas. Section -1~12. Usa of Sick Leave In the Event of Death or Serious IIIneea In the Immediate Fa~'nllv. In the event of serious illness or death in the Immediate tamily of the employee, the employee shall be granted sick leave or vacatio~ at the request of the employee. The immediate family, i=or purposes of this contract, shall be delined to include parents, step-parents, legal guardian, spouse, mother-ln4aw and I=ather-in4aw, children, brothers, sisters, grandparents, and grandchildren. In the event al= a death not in the immediate I~amily of an employee, the employee may, upon approval of the Fire Chief, be granted time off to attend [uneral services, and such time off shall be taken as vacation leave. Section ~613. Assignment Preference Forms. Firefighters may submit Station Assignment Preference Forms, provided by the City, which will be considered by the Fire Chief In making such assignments. Factors used in determining such asslgnmenta will include, but will not be limited to, Ihe needs of the Fire Department, the location of the preferred fire station, the residence of the individual, and the employee's seniority. Section .~714. Reassignment frowl Fire Prevention. Any employee who has bean assigned to Fire Prevention duties for a pedod of live (5~ consecutive yearn or more shall be allowed lo request reassignment to other duties as long as a vacancy is availnhle. The Fire Marshall Is excluded from this Provision. Section ~815. Station Assignment by Seniority. Whenever a vacancy occurs In the Fire Department due to retirement, termination, promotion, or demotion, said vacancy may be filled by a seniority bid system as follows: A. Only the live (5) pe~'sons with the most seniority per rank per shift shall be eligible to bid. For purposes of this section seniority Is defined as lime in rank. The five (5) most eanlor persons per rank who qualify to bid under this section may each choose ]_2 [he fire station t~ which he/she is presenliy assigned as hisJher selection under this section. An assignment bid must be submitted. B. Only personnel regularly assigned Io [he shift In which the vacancy occurs may bid. Firafighter II's EMS are not eiigibie to bid for s~atlon assignment unde~ this pro, sion. C. Assignment by seniority will be made only to non-ambulance stations foe Ihe rank of Firefighter I. D. Assignment by seniority bid will not be made If such an assignment would result in staffing of less [han one (1) pemon per shlif pe~ station who is qualified and authorized to use [he automalJc defibrillation equipment. E. Seniority will not apply relative to move-outs. F. A firer~ghter may be assigned based on seniority, only once every t~ree (3) years. G. Vacancies will be posted for bNo (2) weeks. Employees will have seven (7) days after the b~vo (2) week posting period to submit [heir assignment bid. The F~re Chief will po~t assignments within seven (7) days after' [he bid submission deadline. H. In the event that no bids are received from ~he five (5) sen~' employees, the assignment will be made at the Rra Chief's discretion. The top five (5) employees on the senior~ list who have chosen not to bid on a vacancy cannot be assigned to that vacancy. Firefighters assigned to rsiief duty will be those most recently promoted to suppressien. ~Soction 10. Porformanoo Award. Evory Bocombor, oaoh firofightor, oxc~uding thoco on prob;ationary status, shall rocnivo a porformanco award in a lump cum payment of ~150,00. Section ,3016. Employees Assigned to Specialized Training. It is understood [hat Flretlghter personnel who are regularly assigned to fire suppression and ~ the fifty four (54) hour work vmek, may be placed on a forty (4.0~ hour work schedule for [he purpose of attaining specialized training. Specialized training inctudes but is not limited to HAZ-MAT training, rescue training, EMS cer'dflcat]on and recer'fification classes, promotional orienlation, fire prevention and/or arson training, as well as affendance to any Fire academy into which Ihe Rra Department has enrolled the [irefighter. If a firel~ghte~ is required to take leave time to attend specialized training and said time is for the purpose of transtiJoning to a forty (40~ hour work schedule, such transition leave shall not break [he cycle for FLSA purposes. 13 SectJon 1. v wnoi;s The basic ranks within the Fire Department, as well as the applicable Job classification and applicable monthly pay rates shall be as follows: EFFECTIVE AUGUST 1, 2003 (2 %%) Title Start Six mos 12mos 18mos 30mos Trainee 2317 2417 Firefighter 2960 3092 3234 3442 Firefighter 3521 3591 3665 3745 Fire 3977 4093 4210 4369 Captain District 4566 4775 4992 5218 Chief Tho City agrooc that in the o,/ont that tho Ci~ providos any wago ir~foaco dudng tho 2002 2003 fi~cal yoar to mombor& o1: tho ban~aining unit o1: tho Corpuc Chdcti Polico Dopartmont in an amount high~ than tho throo (3) poro~nt adjuctmont of Novomb~r 1, 2002, providod to tho mombom of tho bargaining unit oi: tho Corpuc ChdclJ Firo Dopartmont, horoin, tho mombom of tho b.argalning unit of 63o Corpus Christi I~ra Dopartmont r~all bo onb'dod to tho amount ovor tho abovo 3%. This provi~on chall apply to wago incraaco adJuctmont& only and r. hal4 not apply to any incraa~o grantod pursuant to a po/Itlon initiatod p~rsuant to Stato ctatuo. Thl~: provicion chall bo considorod a ono fimo agroomont c. ovodng FY 02 03 only and chall not extond boyond July 31, 2003. EFFECTIVE NOVEMBER l, 2004 JANUARY 1, 20~5UPON EXECUTION OF AGREEMENT (2%%) Title Start Six mos 12mos 18mos, 30mos Trainee 2369 2471 Firefighter 3027 3162 3307 3519 Firefighter 3600 3672 3747 3829 Fi~e 4066 4185 4305 4467 Disixict 4669 4882 .5104 5335 c~f Effective Auqu~t 1. 2001 Ti~Ja SL3rt 6mnc 12mnc 1 gmnc 30mnc ~ 2266 236-!. Firefighter I 276g ~ 3013 3206 Firotightor II 32'11 3282 3319 3380 Fire Captain 3600 3752 392'1 .1106 District Chio[ '1203 '1489 '1603 4870 EffecS;,9 March 1. 2002 THJc St3rt 6runs 12mnc 18mnc 30mns ~.v5 23§4 Firofightor I 2611 2038 3071 3268 Firefightor II ---3344 3410 3'180 3.666 Fire Captain 3776 3886 3887 41 '10 Dictdct Chief '1336 453'1 '1740 '1962 Effective November 1. 2002 Titie Start 6mns 12mnc 18mn 30runs ...... ae--- 2266 2364 Fircfighter4----- 2895 3024 3163 --- 3353~ Firofightor II -~ 3812 3584 - 36§3 Fire Captain - 3889 4C, O3 4!17 - 427~ Di strist~T_.h464-- . ,~4n~ 4~7n 48.82 fi103 Section 2. Lon~evK'v Pay. Longevfl:y pay shall be $6_00 per month for each complete year of service up to a maximum of fifteen (15J years of servi~e. Thereafter, for each additional year of service, longevity pay shall be $4.~. per month for each year up to a maximum of twenW five ~25) years of service. Section 3. Certification Pav. In addition to blather regular monthly pay, a F~refighter who is ced]tied by the ap~opdate State agency and meets all certiticaUon requirements of this agreement, shall receive certification pay in the amount indicated below, according to the level of his cerfiticaUon: 15 Intermediate Fire Certification Advanced Fire Certi~ca~on Master's Fire Cerfil~ca§on Cerlified EMT Certified Paramedic Fire Prevention Insp, Arson Investigator Basic Instructor Intermediate Instructor, Advanced Instruct~ or Master Instructor $20 per month $25 per month $30 per month $35 per month $75 per month $35 per month $75 per monlh $35 per month $75 per month Section 4. A~al~3nment Pay. In addition to his/her regular monthly pay, and certificalJon pay, a ~Fi_~refighter who is assigned to du~y listed below shall receive the amount indicated: Regularly assigned HAZ-MAT Regularly assigned to Rescue TrucldSta~n and HAZ-MAT qualified (Effeddve August 1, 19@8) Certified EMT Assigned to Ambulance Cer'dfied Paramedic Assigned to Ambulance - $50 per month - $50 per month - $50 per month - $50 per month Effective August 1, 1998, __F§relighters currently assigned and who continuously serve for greater than five (.5]_and less than ten {10) years of service as pen'nanently assigned to EMS shall receive an additional $50.00 assignment pay per month. For greater than te~n ~.10J years of continuous service as permanently assigned to EMS, a Fiml~ghter shall receive an additional $50.00 assignment pay per month I~or a total of an additional $100 per month as continuous assignment pay, Temporary reassignment pursuanl to Article VI Section 6 sha~ not constitute a break in continuous serWca. Individuals ass~cJned to a forty ~.40)hour work wccA, other than employees assigned o~ temporary, special or limited duty, will receive the following: 0-3 years ................................................................ $150.00 per mo. 4-5 years ................................................................ $200.00 per mo. 6 or more years .................................................... $225.00 per mo. Section 5. Worklngl Out..of-Clasg~Caflon. Any Rreflghtor who is asstgned the duties of a highor dassi6cation for an accrued pedod of four .(4.). hours or more dudng any shift shall be paid aclJng-out-of-classificaflon pay on a monthlv basis as follows: Acting Firelightar II Ddvcr ................... $18.00 per shift Acting Captain ..................................... $24.00 per shift Acting District Chief ............................. $36.00 per shift Acting Assistant Fire Chief .................. $48.00 per shift Section 6. Education Incentive Pay. (1) Employees shall be eligible for*' educational incentNe pay at the monthly rate of .70c per month for each acedon~c semester hour satisfactorily completed provided that such hours are applicable toward a degree in Fire Science, Occupational Education with a spedalizaflon in Fire Science, Psychology, Public Admlnislration or a Bachelor of Science In Nursing, or EMS related §elds (hemaftor referred to as compensable areas ot' study). In no event will more than $49.70 per month be paid without successkd completion of the requirements and the r~'~pt of the Associate in Applied Science Degree in a compensable area of study. If the employee Is aU:ending an upper level college, he may meet this requirement by filing a copy of his certified degree plan with ~ Director oi' Human Resources, noting his expressed Intent to obtain a Bachelors Degree In one oi' the compensable areas of study. All Approved houm above the Associate Degree in a compensable area of study will be eligible for educa§onal pay at this rate up to an additional $37.10 per month or a combined total of $86.80 per month. Successful completion of the requiremeets and reCapt of a Bachelor's Degree In a compensable area of study will qualify the employee for a maximum of $90.30 par month. (2) Approved hours above the BacheloCs Degree applicable toward a Master's Degree in Fire Science, Occupational Education Adminisb'ation or a Masters of Science in Numing or EMS related I~eld will be eligible for educational incentive pay at the same rate up to an additional $14.00 per month. Successful completion of the Master's Degree one of these subject areas will qualify the employee for an additional $11.20 per month for a maximum combined total of an additional $25.20 per month on a Master's Degree. The addition ol~ other compensable areas of study under this section shall not expand Ihe practice of payment of expenses or provision of lextt)ooks or maledals to such olher areas of study as presentJry provided for an Associate Degree in Applied Science for F~re Science at Del Mar College. (3) No probationary employee shall be eligible for educational incentive pay until after he has successfully passed his probationary period. (4) Performance award and acting-out of-classification 13a¥ under this Article shall not be considered as a comi)onent of salarv or comi3ensatlon for purnosee of 1'7 drag UD DaY or leave sell back or overtime by virtue of being moved to this Article from other articles In this or previous agreements, and no such change has been negotiated. (5) Education incentive bey under this Article shall not be considered as a component of salary or compensation for purposes of drag up Day or leave sell back by virtue of balng moved tO this Article from other articles In this or previous agreements, and no such change has been negoUated. Section 7, P~formance Award. Every November. Dcc. cmbc;, each flm6ghter, excluding those on pmbalJonary status, shall receive a performance award in a lump sum payment of $150.00=, which amount will be increased to $175.00 lump sum payment on a one I~me basis only for the payment in November 2005. Secth~n 8. ~Salarv of First AsSistant Del3utv Chief and Assistant Chiefs. (Moved from Article VIII SecUon 4) The position pi' FlrrA/'~r.~-Jctant Deputy Chiet and the posilJons of Assistant Chiefs shall be compensated under the City's Managerial Pay Plan. Section 9. PaY PeHocis. Effective January 1, 200r)6, waqes and other compensation specil~cally mentioned in this aareemont, excludina Ove~time, shall be paid on the basis of twenty six {26) pay periods Der year, paid every other weak, unless specifically menlJoned otherwise c!:.c:;,"h.c;c in the ac~reement. Section 10. Pay and Fiscal Certainty A. The City and the Union aclree that this ac~reement should set [orth cleadv and resolve any issdeS conceminq the proper calcula§on of pay and other economic benefits. The City and the Union ac3ree that the pay formulas in Attachment D & E of this Aclreemen/reflect the correct standard [or [ulure payment. B. The Union aqregs that the City's past pav practices are in compliance with the pdor contrav--t. C. All retroactive pay due for FY 03-04 and FY 04-05 under this Aqreement will be paid usincl pdor payroll payment practices D. The CAtv and the Union recoqnize that individual AS-SOC~ation members have the dqhI to assert a pay claim ~ orievance for past pay pedods, subiect to the City's leqal and contractual defenses, However, it is also edreed that ali pay claims which accrued and have not been §led by individual ASSodalJon members pd~ to ratification of this Ac~reement shall be barred. This provides a reasonable opportunity for the assertion of any vatid claims, and will allow the CAW Council to know the extenl of an,/contin(:~ent liabilities when it takes action on this Aqreement- E. The use and meaninc~ of the ~erms 'reqular rate' and "reclular rate of pay" in this Aoreement pre-date the application of the FLSA to the emplo,/ees under this aqreement. It is aqraed that the method o[ payment of overlJrne pay, dreCl up pay and vacation sell back shall be in accordance with this aqreement. The pad]es a(3ree that any contrary state law or local ordinance, indudinq Texas Local Governmen!: Code Section 142.0015 is superceded. F. B,/ the inclusion o[ FLSA terminolocl,/ in this aoreement, neither par'b/ waives exem[:,§ons, credits or entitlements which otherwise apply. G. It is further understood and at, reed that the City is entitled to use and does use the ~artial exemption under the Fair Labor Standards Act, 29 U.S.C. 207(k) as ~er rulincl in Collins, et al v. City o[ Corpus Chdsti. Civil AclJon No. C-00-CI66, United States District Court [or the Southern DistTIct o[ Texas, Corpus Chdsti Division. The parties also recoqnize that any release of FLSA claims must be in accordance with applicable law. ARTICLE VI EMERGENCY MEDICAL SERVICE Section 1. Certification RequlremenL All ,~Firafighte~'s hired aflce~ May, 1985, must be certified Paramedics within eiqhteen .{.18J months from date of employment and must maintain Paramedic cerlJflcation for a minimum of eight (8) full years as a condition of employment.- Failure to maintain said oerlJficafion shall result in termination. Any time pedod without cod]fica§on will not count towards the minimum eight (8) full years requirement. Any F~refighter who has not met the minimum eight (8) full years requirement as a cod]fled Paramedic because of loss of certification shall be granted either twelve (12) calendar months from the date shoe/he lost certJficaUon or from December 7, 1999, or, if the FIrettghter enrolls, atteads, and completes the next regionally available educaUonal class that will assist him/her In regaining the Paramedic certification, ten (10) monlhs from the date the class begins, whichever is longer, to regain Paramedic certirmation. If a Firaflghter is unable to obtain Paramedic cer'dflcalJon within the time granted, sh_._e/he will be terminated in accordance with Section 1 of Ibis Article. ..~y Firelightar who is not a c~lified EMT or cea'dried Paramedic shall loss EMT or Paramedic certificalJon pay ninety ~.90.) calendar days after nolJflcalio~ of Ihe loss of certification. I[ authorization to function as a medical care provider is suspended by the Fire Department's Medical Director, the Fire Chief wfll provide to the Firefighter in writing the necesssr¥ steps required to regain certification. __If a Fireflghter carrying the rank o[ Firefightar II EMS has failed to maintain Paramedic certiflcaUon, she/he will be temporarily reassigned to Firefighter I duties immediately upon loss of certification or on December 7, 1999, whichever occurs later. The F~refighter shall be granted ninety .(90.) calendar days from bhe date sb.~he lost certificalJon or from December 7, 1999, whichever occurs later, to obtain certification. If at the end o[ this ninety ~90) calendar-day period, I~e Firei~ighter has not obtained certification shoe/he will be demoted [o the rank of Fireflghter I. Any previous time in rank shall stand and the Fire~ghter shall be eligible [or promotion to the rank of Firelighter II EMS after su~fully comple§ng ~e requirements o[ a certified Paramedic. __1[ a Fireflghter hired before May, 1985, carrying the rank of Fireflghtar II EMS and who has an EM1' certification, has failed to maintain that EMT certification, she/he witi be temporarily reassigned [o Fireflghter I dulJes immediately upon loss o[ certJficalJon, or frorn December 7, 1999, whichever occurs later. The Firefightar shall be granted ninety (90) calendar days from the date sh__e/he lost ce~fication or from December 7. 1999, whichever occurs later, to obtain cerfiticalJon. If at the end of I~is ninety ~.90.) calendar-day peded, the Firefighter has not obtained carl~fication she/he will be demoted to Lhe rank o[ Flreflghtor I. Any previous lime in rank shall stand and the Fira§ghter shall be eligible for promotion to the rank o[ Firefighter II EMS after successfully completing the requirements o[ a certJtied Paramedic. The Fire Department wilt make available training materials or tutodat assistance up to, but not exceeding and equivalent of forty [40.) hours, upon request of the Firelighter who has not met the recedificatlon requirements. Such tutorial or Iraining assistance shall be based upon the recommendations o[ the EMS trainin9 staff and the Fire Depertmer~['s Medical Director. This tutorial or training assistance may req~:?e Lhe Firefighter to be reassigned to a forty (40) hour w~3rk week to complete the ~'alning. The Department will assume no responsibility [or time and expense incurred should the Fireflghter desire training obher than that offered by the Fira Department. Sec~on 2. Service Re~lulrement. All _F§reflghters hired after May, 1985, may be required to serve a minimum of five (5) 20 years in the Emergency Medical Sewica during the eight (8~-yeaT period of paramedic cerl~flcation requirement se{ out in Section 1 above. Segtlon 3. Assistant EMS Director. Effective August 1, ~,999, any vacancy occurring in the posilio~ of Assistant E.M.S. Director ~all be filled from IJ'm rank of Captain and shall be a Disbict Chief with all the dghts and benefits of a Distflct Chief. This posiUon shall be by appointment of the Fire Chief from _.Fflrefightsrs within the rank of Dislflct Chief or Captain who am e~igibie to take the District Chief Exam and are c. orfirmd and qualified to serve as paramedics under this Agreement. It is understood that any th~vldual appointed to this pos~on, serves at the disc~etion of the Fire Chief, but if removed from this assignment, shall be reassigned at the same rank and/or position that he/she held when originally appointed, o¢ achieved during the ltrefighter's tenure in the po~sitien as Assistant EMS Director. ~The person curvontty assigned, and for so long as he holds this position, shall retain Civil Service status, maintain and accrue vacation, sick leave, pemonal leave, and seniority; and receive longevity pay. The Assistant EMS Director shall continue to par'dcipate in the City's health and life Insurance programs, and receive $150.00 per month in lieu of paramedic certfl3cation pay. It Is understood that any individual appointed to this position, serves at the discretion of the Fire Chief, but If removed from this assignment, shall be reassigned at the serne Civil Service Classification and/er posidon that he/she held when originally appointed, or ashieved during tenure In the position as Assistant EMS Director. __With the ex~tion of ~ Assistant EMS Director, Emergency Medical Secvica supervisoq/ officers assigned by the Chief shall receive $'150 per month paramedic certJlication pay in lieu of the amount provided for in Article V, Section 3 of this Agreement. Section 4. Reasall3nment of Flrefiahter II EMTIF]raflahter II Paramedics. Any Firefighter II EIvlT/Firefighter II Paramedic who is regularly assigned to EMS shall be entitled to receive, but only upon his request, temporary reassignment to Flrefighter duties for as much as two_J~) pay pednds in any six (61 month period; provided however. that during any pay period that such employee is performing such voluntary reassignment he shall be paid only at the maximum Fireflghtar I rate for Firetightar I duUes performed during said pealed of reassignment. However, it is agreed that such reassigned employee will continue to hold his Fireflghter II rank, and will be entitled te all other dghts and pdviieges pertaining thereof. The scheduling of temporary reassignment shall be made at the reasonable discretion of the Fire Chief. Section 5. Volun~ Demotion of Flraflghter II EMT/Paramedl¢.~. After five (5) yearn of actual ambulance service dub', which must be continuous, as a Firefighter II EMT/F'irefighter II Paramedic hired prior to May 1985, the employee shall be granted upon request a voluntary demotion to F~reflghtar I, and will not be further required to maintain EMT certification. Section 6. EMT Certification After PromoUon. Fireflghte~s and F~reflghter II EMT/Rrafightar II Paramedics, hired pdor to May 1985, who are promoted to Firefighter II - Ddvers will not be required to maintain thalr EMT cer~caaon after promotion. Section 7. Promotion to Flreflghter IEEnninear or Cal~taln. All Firatightem hired after July 31, 1996 will be required to serve a minimum of t~vo (2) consecutive years as a Firefightar II/EMS on the ambulance, prior to becoming eligible to take the exarnJna/Jon for promotion to Flrel~ghter II/Engineer or Captain. ARTICLE VII UNION ACTIVrnE$ Section 1. Pa~'oll Deduction of Dues. The Union shall supply the City with all necessary papers and information for payroll deduction of dues and assessments. Such dues or assessments will be deducted in the amount speci6cally authorized by the individual employee and in accordance with the by-laws of the Union. The City agrees to deduct dues upon receipt from the Union of a 'Dues Deduction Card" voluntarily and individually authorized, signed, and dated by each member of the Union. This authodzalJon shall remain in full force and effect for the term of this agreement or until terminated by either the employee or the Union. Such 'Dues Deductio~ Card' is found In Appendix 'A' and is incorporated by reference into this agreement. The City shall begin such deductions on the following pay period after receipt of the "Dues Deduction Card ' The City agrees to deduct sPeCial assessments upon receipt from We Union of a "Special Assessment Deduction Card" which is found in Appendix 'B" and Is incorporated by reference into this agreement. The City shall deduct such sPeC,~al assessment on the following pay pedod attar receipt of the "Special Assessment Deduction Card.' The Union agrees to defray the City's Adminisb'ative cost for such special assessment in the amount of $50 per special assessment, to be Invoiced by the City. D. At any time a member of the Union desires to withdraw his membership, he may voluntarily and individually do so. Such ac*ion will be initiated through a "Termination of Dues Deduction Card" voluntarily and individually signed by the member of the Union and furnished by the City. S~ch "rermina§on of Dues Deduc~on Card" is found in Appendix "C" and is thco~porated by reference into this agreement. The City shall terminate deduction of such dues on Ihe following pay pednd after receipt of the "Terminatien of Dues Deduction Card.' A copy of the Terminafio~ of Dues Deduction Card will be forwarded to Ihe Union's Secretary- Treasurer. E. The City will be obligated to remit to the Uniee only those sums deducted as dues and assessments from the Umon member's paycheck and will not be liable for damages to the Union, any individual employee;.~ or other person for ['allure to deduct any authorized sum for any reason. Section 2. NeOotJatJnR Team. Four (4) members of the Union nego§ating team (or a number equal to the size of the City's negotiating team, if larger) shall be allowed time off with pay in order to attend negotiating meetings mutually set by Ihe employer and the Union when such meetings occur dudng the regularly scheduled working time of Ihe employees. ..~1 negotiations shall be conducted exclusively between the designated bargaining representa~es of the City and the Union. Neither party shall make any effort to bypass such representatives of the other party dudng collective bargaining for a new contract unless an Impasse exists as defined in Section 174.152 of the Texas Local Government Code, V.T.C.A. __Every effort will be made to begin negotiations sixty (60) days pdor to the end of the contract term specified in Article XVI, Section 1 of this Agreement. Negotiations will be considered at impasse if said negotiations extend beyond that term unless extended by Agreement. Section 3. Union Activities. The Union may schedule small committee meetings pertinent [o Union business on Fire Department property insofar as such meetings are not disruptive of the duties of the employees, or the efficient operation of the Fire Department, provided ho~,~ver, that permission for such meeting shall be obtained In advance ~rom the Fire Chiei' or his designated representative. Union members or employees may conduct voluntary hJnd raising activities dudng working time, at their work location so long as the conduct of such buainess does not Interfere with their duties as employees and advance permission of the Fire Chief for such volunteer work has been sought by the sponsonng organization, and granted, and the Chief has given permission to the Union for such activity. 23 Sec~on 4. President's, T~me Off. In December of each year, the Association P_~resident may choose to be relieved of duty for the ~lowing year to I:~rform Association duties. Written nolk:e of the Associalton P_.pmsldent's Intent must be senl to the F~m Chiel' by the 20th of December. On August 1 of each year, if the Aseocia§on ~resldent has chosen to be relieved of duty, each member o1' the bargaining unit shall contribute J'our (4,~ hours o1' personal leave to offset the Association P_president's base pay. The City shel~ continue to pay alt benefits I~e Assodation l~esident is entil~ed to reC~ve. The period during which the Association P_preelder~t is relieved of duty shall not constitute a break in service. In the event of an emergency, the Chiei' may order I~e Assoclalion P_president to report fer duty as assigned by the Chief. Section 5. O~her Union Functions. No Flml~ghter shall be rehJsed reasonable leave of absence w~thout pay, provided that a suffiderlt number of employees to car~ out the normal functions of the depertment shall be provided, fer the purpose of attending any fire school, conventions, or rneafings the purpose of which is to secure a m~re efficient department and better working conditions for the personnel thereof. __The President of the Union and three (3) elected delegates shall each be allowed three (3) shifts off with pay each year of the contract term to attend the Union's state convention and a like numbe( of shifts off with pay to attend lite national convenHon. In addition, the President of the Union or his designee If I~e President is not available, will be allowed to attend, with pay, eight ~8). regularly scheduled Union meetings per calendar year, not to exceed four ~4) hours per meeting. In addition, two (2) pension trustees will be allowed two 2~ shifts each with pay per calendar year to attend ~he state pension seminar approved by the Fire Chief. Travel expenses, food, ~ndging, etc. shall not be borne by the City. Any delegate leave days provided for in this paragraph and not used for attendance at the Union's national and state conventions, may, upon the Union's request, be used for attendance at seminars or training sessions dudng each year of the contract term. In addition to the delegate leave days granted by the preceding paragraph, if any Firefighter is elected to a position on the Union's state or national executive board, that Fireflghler shall be allowed three ~3) shifts oil with pay to attend the state and national conventions. Section 6. City Facilities. The City facilities which are available to pdvate organizations on a rental basis shall be made available to the UnioT, ,~,~der the same conditions that they are made available to other nonpmfrt organizations. Section T. Access. Subject to pri~ noUflcaUon to and approval from the Fire Chief or next highest ranking officer', the Union P_president or his appointee shall have the right to visit the premises of the Fire Department for purposes of administering this agraemeat. V'k~its shall be conducted in a manner and at a time as not to Interfere with the functions of the department. Such approval of the Chief shall not unreasonably be wfthheid. Section 8. Orlentatilon. Neither the CAb/nor the Union will attempt to use Fire Department academy training to solicit or discourage Union memberst~lp. Dudng any portion of the F,'e Department academy Iraining devoted to explanaUon o[ Fireflghters' dghts and duties under this conb'act, a representa~ve designated by the P~-esident of the Union shall assist the City's representative in explaining the co~tract. Section 9. Action Outside CIt'v Limits. A Firetio,,~t.er who is ordered out. side the City limits on any missino of the Fire Department shall be deemed to be In the line and in the course of his duty as a paid Firef~ghter and public safety officer ~3r all purposes. Section 10. Notification of Promotion. Any employee promoted to a higher classification shall be noUfied in wfiUng within twenty {20) days from the date of promotion. Section 11. Parties to Select Their Own Rem'esentatives. Both the City and the Union shall be anti(led t.o select, persons to represent them as member~ of the negotiating team, and to represent them on grievance and arbitraUon matters and in other proceedings; provided, however, that the Cib/ shall not select any employee of the Fire Department holding a rank below Assistant Chief, and the Union shall not select any employee of the Fire Department holding a rank above ENsthct ChieL Section 12. Contract Administration. Training and/or orientation for all employees within the bargaining unit shall be conducted to inform such employees of their rights and obligations under this agreerneaL __Training and informational sess~ns for ell employeea will be conducted jointly by the City and the Union. Attendance at such training will be mandato~ am:l if such sesskms are scheduled at the time when the employee would otherwise be off dub/, the employee shall be considered called back on dub/to at, end such session. 25 ARTtCLE V~ MANAGEMENT RIGHTS Section 1. Manm3ement Functions. The Unien reo~nlzes that the City has statutory and Charter rights and obiigaUons in matters relating to municipal operations. The City and Ihe Chief shall retain all rights and authority to which by law they are enlYded. It is understood by the parties that every duty connected with operations enumerated in job descriptions Js not always spaclti(~lly descdhed, and the .k~ descflpti~:ms are simply general guideline descriptions and are not specific descrtp'does of all dulJes which employees are required to perform. Except as provided in this agreement, the City retains lhe right to operate and manage its a~'airs in all respects. __It Is understood that the City has the dght to eslabllsh departmental rules of procedure; to discipline or discharge for cause; to determine work schedules and assignments, and to establish methods and processes by which work is to be perfo~Tied, all subject to applicable statutes, the City Charter, Standard inslruclJons, rules and regulations and standing orders, and this cont]~ct. __The City reserves the right to use clv~tians in the F'~re gepa~nent to perform duties which do not require a r_,eflifled Flre~ighter. The scope of such duUes may IncJude EMS administralion, communications, intormational systems, records, ctadcal support, and maintenance. Civilians performing such duties are not subject to the terms of this agreement. The City will be allowed a reasonable time to train civilians to assume these duties. Section 2. Rules and Regulations. The City recognizes the responsibility of management to reduce Standard Instructions, rules and regutations and standing orders tu writing and to maintain the same at e~ch station in order to achieve a uniform interpmtaUon and application of such directives and regula~dons, within the contract year, Section 3. Nonlnterferenc~ Wlth Personal Eves. A. The C~ty will not publish, make or enforce any regulations or directives which will interfere with the perseeal lives or off-duty a~vrdes of employees, except to the extent Ihat such regulaMons are related to their employment. This s~c~don will not supersede the rules and regulations ol~ the Civil Service Commission. B. Firefighters may reside outside the city limes. Fireflghters shall, however, reside in such a location as to be able to reach City Hail within sixty (60) minutes Dy traveling in an automobile at posted speeds in ordinary weekday baltic. 26 SocUon 4. Salary o! First A~olstant Chlof and As61~tant Chlof~. Tho pocilion of Firct A~cict~nt Chiof DOputy Chiof and tho pocitionc of ./~_~ct~nt Chio[c chall bo ~;omponcatod undor the City'c Managodal Pay Plan. ARTICLE IX EMPLOYEE SELECTION AND PROMOTION Section 1. Or~ntat~o for Flrofl;ihter II Driva~a and Captains. Ail new F'irefighter II _Ddrivers and Captains who ara promo[ed to these ranks shall be given a thorough odenta§on cormJsfing of the responsibilities accompanying such ranking. This odentattan shall include, but not be limited /o: hydraulics, driving laws, sa[ety proceduras, responslbitities of the Job, leadership in the fira se~ice, and report wfifing (including all [on'ns used within the I~ra Department), The o~lentatlon shall be conducted by members of the Training staff and shall not be part o[ the promoDonal procedure nor shall be construed to be part of the final promotJonal grade. The orientation shall be conducted prtor to the assignmont of the new~y promoted employees to their new positions. Attendance at such orientation shall not break a cycle for FLSA overtime pay purposes. Section 2. Promol~onal Examinations for Flreflghter II's and Captains. Examinations for I~raflghter II~s and Captains shall be conducted entirely as provided by Chapter 143 and the grading methods and establishment o[ the e~lgibilily roster shall also be conducted entirely as provided by Chapter 143, except as provided in Arflcte IX o[ His contracL Separate exams for Firefighler II-Assigned Truck Driver and Firefighter II-Asslgnad Emergency Medical Service shall be administered. All F~rafightem hired after July 31, 1996, will be required to serve a minimum of two (2) consecutive years as a Firefighter II/EMS on the ambulance, pdor to becoming eligible to take the examinalJon [or promotion to Firefighter Il/Engineer or Captain. Only those F~irefighters with paramedic certJ~.7.afion will be eligible to take the Firefigh/er II-Assignad Emergency Medical Service exam and be promoted accordingly. The F~raitghter ti-Assigned Emergency Medical Service roster shall be used for Emergency Medical Se~/ices only. Section 3. O~her CertlficaUon Re¢luirementa for Promotion To Rank of Captain. Before becoming eligible to take the promotional examination for the classification o[ Captain, all Firefightar II's (hired after May, 1985) must be cedified paramedics. Ocme promoted to the ctassificatJon of Captain, said employees must maintain t~e paramedic certification [or one (1) additional requirad re--cerlJfication or, [our (4) years, which ever is longer, Failuro to maintain said ced~cation shati be grounds for d~scipl{nary action up [o and Including demotion or indefinite suspension. __All Firafighters hired pdor to May 1985, who have ever sewed as Fire~hter II [or mora than two (2) consecutive years and who have no[ terminated their employment with this 27 department at any time, will be eligible to take the Captain promotional examinatiort without the paramedic cerbfication requirement. Section 4. A~l~lnl;nent of Del~utv Chief FirstJ~elstant Fire Chief end Assistant Fire A. Promotion to Ihe cJassi~cation of First Acr_,ictant Depub,, Fi;= Chief shall be exempt from compe§tive examination, and, instead, shall be made by appointment by the Chief, a[ the ChieFs discrelJon. ProrrmlJon to Ihe classification of First Acclstant Deputy Chief shall be made ~'om the classifications of Assistant Fire Chief o~ District Chief, The chanqe in ~his section to Depub/.~rc Chief from First Assistant Fire Chief is only a chanqe in the title of the classificatior~ and it is a~e~l that no vacancy, new, or additional positions is created in the F~re Department nor is such intended. B. Beginnthg August 1, 1990, the first two ~ position vacancies [n the Assistant Chief rank shall be designated as exempl from competitive examination and. instead, shall be made by appointmenl by the Chief. at the Chlet's discretion. These posl'dons shall be called Assistant Chief A and Assistant Chief B and shall henceforth be filled by appointment of the Chief'. Promotion into these positions shall be made 6'om the classiflcal~on ot' District Chief. The remaining Assistant Chief positions shall be Illled by competitive examination as described in Article IX, Section S_9 of this contract. It is understood and aqreed that the inclusion of this provision in the aqreement is not a v~-aiver by the Cib¢. the Chief or the Assodation of any inlemretation of the pdor aorepmenl. Further, the parties understand and aqree that Ihe cool, hued incfuaion of this section of the contract does not prevent either oartv from assertJnq a claim a~e~thq a violation of th~s secbon or does the inclusion prevent a defense to such claim. Section 5. Probationary Period for New Eml31Oyees. A new employee in the Fire Department shall sen/e a probationary pedod of eighteen (18) months which shall begin with the date of first employment unless extended to obtain initial Paramedic Certification as per Article I #16. Dudng ~u~hthe probationary period, such employee may be diss{~arged at the discretion of the Chief, without appeal to arbilration, to the Commission, or to any court. Ail F~refighter Trainees shall become Immediately eligible for participation in the Corpus Chdsti Local Rrefighters' Pension System as of the odginai date of employment. When the employees have ::ompletad the fu!l probationary period, they shall automatically become a full-fledged Civil Service employee and shall have full Civil Service protection as spedfled by Chapter 143 and this contract. __in addition lo insurance, sick leave, vacation, and holidays, it is understood that upon graduation from bhe Academy or being turned lo duty and becoming a Firefighter I, Firafighters shall receive the following: la) 100% of the uniform allowance, (b) longevity pay, (c) Fire[ighter Basic cedfficaUon pay, and EMT Certification pay, if certified, (d) 28 Paramedic Certification pay upon approval of the Corpus Christi Fire Department Medical Director and (e) supplemental insurance. Ahef compleUon of the probationary period Firefightms w~ll receive 100% of all benefits spec~KI in this contract to which they are entlti~. For promotional purposes, Ihe effective date of the promotion indicated on the official City document (Fo~'n 12) will be used to de{em'dna the classification et Flreflghter to meet eligibl~ft~ requ{rements. Section 6. Corrections to Entrance or PrornofJonaJ Fv.~mlnatlon The Civil Service Director shall have authority within f'Jve [5.) days of the date of the examination to recommend to the C.,Nil Service Commission changes to enb'snca or promol~onal examination questions where ctedcal errors In compiling the test quesUona have been discovered, or where a question edses as to general accuracy. This does no{ restrict the Flreflghter from appealing questions to Um Civil Service Commission. Section 7. PosUng and Admlnlsb-,flon of Promotton~,l Fv:,mlnatlone. A listing of materials from which promotional examination questions ara taken shall be posted annually each January ~or examinations administered within the one year'pedod beginning the following Apdl. Such materials shall be available at least thirty (30) days prior to the exam(nalion date. Sec/Ion 8. Admlnisl=aflon of Entrance Examination. Entrance examinations may be administered at any time to qualified groups or individual applicants consistent with public pealing requirements o( Chaptar 143. All applicants passing the vwi[ten examination, oral examination, psychological exarlfination, medical examination, strength and endurance examination, and any other exams deemed necessary by the Chief shall be ranked upon the eligibility list for Firelightar Trainee based upon composite scores posted simultaneously. Such eligibility list shall be valid [or a period of twelve (12). continuous calendar months ~ro~ the date of original peshng. Applicants who fail will be required to wait one I1) year before taldng the test again. Section g. Promotional Procedures for the Rank of Captain and District Chief and ~sslstant Chief. Captains shall have two (2) continuous years in rank before becoming eligible to compete for a District Chief vacancy. The classifications_ of ,Ccr~Lc. ln c.-,d Disthct Chief and Assistant Chiefs not appointed at the diso'et~on of the Chle[ shall be lilled by a promo'aonal examination procedure consisting of two ~ parts as follows: A. Wdtten Examlnalion. (1) The whiten examlnaUon shall consist of questions retating to the specific duties of the position to be lilled. The written examination shall have no spec~l~c failing score but will provide a ranking of participants from high to Iow score. In Ihe event that written examinaSon scores are the same. the earliest time far submitting the examination form to the test administrater for grading shall determine respec~,e standings. Only the highest ten {10'1 par~cipants shall be allowed to cen§nue on to the next phase or' the examine~[en process (Assessment Cesta. examination). (2) The posting of the results of the written examinal~on shall contain only the names of the lop ten {10) scoring applicants, in alphabetical erda'. Individual scores will be g|ven to the employees but will not be posted. B. Assessment Center. (1) The Assessment Center sha~l consist of: six (6) persons from outside Ihe Fire Department holding adminlst~tive level posil~ons in a Fire Department operating in a city o[ 100,000 o~ mere population shall be selected to serve as At least two {2') of the F~re Administrators must be from outside the state of Texas. Ail ~rs shall be chosen by the Dires~er ~ Human Resources. Both Ihe Chief and the Association P__president or his/her representative must approve the selections and must keep the list cenlident~al. The Association member appointed to approve the list must not be a candidate for the promotional exam for which the list of assessors has been developed. If any individual on the list is not approved, a reaso~ for the failure to approve and an altamate name must be submitted to the Director of Human Reso,Jrces within lqve. ~5~ days. No more b'~an ~/~ names can be sb"uck fi.om the Iisi by elb~er the Chief er the Associatiom (2) The Assessment Center Examination date will be posted on the same day the written test announcement is posted. A bdef explanation of the cente~ exercises shall be posted at least three (3) days pdor to the wdtten [esl Aseessom shall be trained for a minimum of eight {8) hours in the methods to be used in adminlstedng the test. Ail candidates will be given the opportunity to ar(end a oiassroom orientation concerning the assessment center process. The edenlation will include general inferma[ion concerning ~ exercises they w~ll be taking dudng the assessment process. The assessment center process sha~l include at least three~.~ exercises. (3) Feedback shall be provided to each candidate in a "[eedback' session by the assessment center coordinators. The purpose of this session will be to provide each candidate wi~ h!s score, what areas he excelled in, what areas he did poorly in, and what he might do to improve his perfermance In the future. 3O I (4) C. EIIgibili~ The results of the Assessment Center examinaben shall be binding for one (1) year and, with the exception of fraud, shall not be appealable to ~he Civil Service Commission or to arb~'atJon, Usts. (1) (2) Within forty emht j.48) hours, excluding weekends and holidays, of the conclusion of the entire assessment center process an eligibility list shall be prepared and posted. Each eligibility list shall reflect the ranking of all applicants based on the following wetghts: ia) Wdtten examinalion scores 40% (b) Assessment Center Board examination so)re 60% 100% Plus one p~nt for each year of service in the department up to a maximum of ten points 10 polnle 110 points Such e~lgibili~/list shall be valid for a pedod of ~elve ~_12.) c~nfinuous months h'om the date of §nal posting or until the list is exhausted. A~TICLE ~K G~J E'VANC E PROCEDURE Sect]on 1. Sco~e of Grievance Pro~:edure. Any disputes or grievances wh,:h may adse between the City and the Union or an individual employee shall be resolved as provided in Ihe following grievance procedure, excepting only those disputes remaining within the jurisdiction of the Civil Service Commission as created by Chapter 143 or Article XI of this con~act. Section 2. Right to Pre~ent GHevance; Union Rem'esentaflon. Any employee may present a grievance to the City on a form provided by the Ci["y and such grievance will be processed in accordance with [he grievance procedure ouUIned here~n. When requested by the employee and agreed to by the Union, the Union may represent and act for the aggrieved employee at all levels of the grievance procedure. Class Action Grievances. Grievances affecting two (2.) or more membem o[ the bargaining unit shall also be processed In accordance with the procedure outlined hereto. Section 3. Procedure for Handlin~ Grievances. Step 1. Wifl3in ten ~.10} calendar days of the incident giving dse to the grievance or within ten (10) calendar days of consh-ucttve knowledge of the event the employee shall file a written grievance wi~ the Fire Chief The written grievance shall be filed on the Gdevanoe Form provided by the City and shall contain the following information: (1) A statement of the grievance and the facts upon which it is based; (~) Shall point out the provisions of the agreement considered applicable or alleged to have been violated, if any; and where prevailinc~ d(lh~s or a past practica is a basis pi~ the (ldevance, the specific dqht or practice must be identified; (3) Shall slate the remedy or adjustment sought; and (4) Shall be signed by the aggrieved employee. ~The Fire Chief or Deputy Chief shall meet with the employee, discuss the grievance, and shall respond in wfi~ng wtthln ten (10) calendar days a¢ter receiving the grievance. The wfiffen response at this step. and the managemenl responses al all steps thereafter. shall contain the following infon~atJon: (1) A~ acceptance or rejection pt' the facts upon which the grievance is based; (2) An explanation of the provisions of the agreement considered applicable; (3) A statement o~ the remedy or adjustment, if any, to be made; (4) The signature of the appropriate management representative. Step 2. if the Fire Chief response at Step 1 is rejected, the gdevanca shall be submitted to the Union Gdevanca Committee within ten (10) calendar days of the Chief's response. If the Union Grievance Committee decides that no grievance exists or that the Fire ChieFs response is satisfactory, no further action is required and the Fire Chief's resoonsa to *~= Cc ........... shall be final and bindinq, If the Union Gdevansa Committee decides that a grievance does exist and the response is unsatisfactory, it shall, within ten (10) calendar days of receiving the grievance, forward bSe grievance to the City Manager at Step 3. Stel~ 3. If the grievance is submitted to Step 3, the C,i~y Manage~ or hic dociqnoo shall meet with the employee to discuss Ihe grievance and shall make a response within twenty five .(.25') calendar days following the receipt of the grievance [rom the Union Grievance Committee, Section 4. Arbitration of Grievance. A, If the grievance has not been resolved at Step 3, the Union may request that the grievance be submitted to arbitration within ten (10) days after receiving the City Manager's response. B. Mandatory arbttrati<:m: Upon request by the Union, a~ilmtion is mandatory on the part of the City with regard to those grievances or disputes Involving the applicaUon, interpretation and enfomement of the terms of this agreement and which are limited to incidents involving individual employees or employee groups rather Ihan me[te~s affecting the entire bargaining unit as a whole. The refusal I~ submit a dispute to arbil~ation where arbitration Is made mandatory by this section, shall be deemed an action or omission pertaining to the fights, duties, and obligeaons provided by The Fire and Police Employee Relations Act (the 'Act') and the parties requesting arbitration shall be entitJed to the remedies allowed by Sec~on 174.251 of the Act, subject to judicial determination. C. Volun[arv Arbitration: Any otha' disputes, including contract inteq)retations on application as they might possibly or otherwise aftect the bargaining unit as a whole, may be submitted to voluntary arbitration only upon the mutual agreement of the City and ~ Unk~n. D. Arbitration Procedure: Within ~ ~10.) business days attar a request for mandatoq/ arbitration or an agreement for vciuntary arblti'alton, the City and the Union shall meet to begin the arbitration procedures provided herein. (1) Expedited or Conventional Arbib'ation: Upon agreement beb~veen the City and the Union, such arbitration shall be conducted according to the expedited labor arbil]'ation rules of the Amedcan Arbitration Association (AAA). In absence of such an agreement, the arbib'ation shall be conducted acc~'ding to the convenl~onal Voluntary Labor Arbll~aflon Rules of the ~ Pro~ded, however in case of conflict bebNeen AAA r~ies and this contract, the contract shall control. (2) Choosinq The Arbitmto~ A list of seven (7) qualified neutrals shall be requested immediately h'om the American Arbitration Association. Within five (5) business days alter receipt of the list, the U~nlon and the J~,effy shall alternately strike names ~ the list and the last remaining name shall be the arbitrator. (3) Vadous Rules Applicable to Arbiti'aUon Proceedings: The headng on the arbitration shall be informal and the sb~ct roles of evidence or pleadings shall not apply. The arb~ator shall not have the power to add to, subb'act tram, or modify the applicable provisions of this agreement in arriving at a decision on the issue or issues presented but 33 shall confine his decision to the interpretation, apptica6o~ or enforcement of this agreement as applicable to the facts and circums/ances presented. The arbitTatcx shall co~fne hlrneeif to the Issues submitted f~' aYoitra~ion, and shall have no authority to deterrnlne any issue not submitted to him. The derision of the arbib'ator shall be final and binding upon the aggrieved employee, the Union and the City, subject to judldal review as provided by Sec~on 174.253 of the Texas Local Govemmont Code. (b) The pa~es, during arbitration hearings, shall have bbe following rights: to exchange the names o~ witnesses to be called and the nature of their testimony pdor to the hearings; to require the arbllrator to subpoena w~tnasses; to be represented by legal counsel; to present evidence, tasl~fy and argue the evidence; to confront and croes-examlne adverse witnesses (subject to the reasonable discretion of the arbll]-ator to admit hearsay ev~denco); to have dlsoovery apprepdate to ~ nature of the case pd~ to headng, subject to rules of disoove~ in Texas dvil cases. Judicial rules of evidence need not be sl~c~y followed; w~tness~s may be placed und~ the rule, and all headngs shall be public unless otherwise agreed by the affected parties. ~ rules of the American ArbilmlJon AesodalJon shall govern the conduct of headngs exoept where in conflict with this contract. The arbllrator shall render a decision in whlJng setting forth the masons f~ his decision. The conclusion reached by the art~l~ator shall be based solely on evidence adduced at the hearing. The arbilrater shall not communicate with parties or witnesses rolalJng to the fects or subject mal~er of the case witheut giving all par~es notice and the opportunity to attend. A~bi~'ation hearings may be con,hued or recessed by the arbi~'ater in the interest of justice or when mutually agreed by Ihs paraes. (c) Il is hereby agreed that witness fees shall not be considered as arbitration ~'ees or expenses, and arrangements to compe~sete witnesses, w'nether such witnesses be lirefighters or not, shall be made by the party calling the witnesses, and neither party shall be required to pay for witnesses of the other party. Ag such hours which are over the regular scheduled work week will be paid at the rate of time and a half. Provided, however that nothing herein shall require the gdevant er /he Unio~ to compensate witnesses called by them. (d) Nothina in this aqreement shall prevent the AsSOCiation [rom charqinq non- members a reasonable fee and expenses for representation, in accordance with its b¥-lews and other a~plicable law. Section 5. Payment while Partlch~atJn{3 In Grievance and ArbltraUon Procedures. Union officials and members padJcipating in the gdevance and arbltmlJon procedure in an official capacity shall receive ~ull pay while performing the duties required under the previous sections. This shall include the Union represunlafve of the aggrieved employee at Steps 1 through 3 and the Union P_president and _C~hairman of the Union grievance committee and such other Union officials equal In number to the size of the City's arbitration team, if rnor'e than two (2), excluding legal counsel. Section 6. Appeals From Pr<mlotlonel Bv~ass. An employee who is bypassed for prornol~an pursuant to Chapter 143, Section 143.036, may appeal such decision to arbiba§on within ten {10) days of receiving written notice thereof. The notice of bypass shall state the Chiefs reasons for such bypass_ The ernployee's appeal shalt be in writing and shall be filed wffh the Directo~ of Human Resources. Said appeal shall be decided by one (1) arbti]'ator chosen in accordance ~ this policy, The City and the employee shall share equally the arbitration fees and expenses, except where the Un!on represents the employee it shall pay his share. With respect to promotional bypass, the employee shall have such right to appeal the arbit]'ator's decision to district court as he is given In Chapter 143 to appeal the Commission's derision, and no greater right. ~Soction 7. Sucponr~onc by Aqroomont. Notwithstanding any other provi~ons of this ¢,ontract, tho Chief shall have tho authority to cur, pond an employee for 3 podod of time not more than thirty (30) days, U/here tho employee agrooc in ~wtflng to tho cucpension. Tho employee cheil have no Hght to appeal such agreed oucponr_4on or to make it tho eubj~ot of a gdov-,noo, and no administrative or judicial body cheil have tho power to review such ;3 cuc~ooncio~ or to alter tho terms of tho agreement. ARTICLE Xi APPEALS FROM DISCIPUNARY ACTIONS A. Notwithstandinq the provisions of Chapter 143 et the Local Government Code or any other I:)mv~sions of this contract, the Chief shall have the authedb,' [o susoend an emplovee for a pedod of time not more than thirty (30) calendar davs with said suspension subiec[ to apl>eel. Appeals by an employee [rom a demotion, temporary suspension, or indefinite suspension under Chapter 143 shall be determined by the arbitration procedure provided herein, rather than by the Civil Service Commission. B. Disciplinary action may be taken against a Fireflghter within six (6) months of the discovery by the Chief of conduct by the Firei~ghter which would cons~.'ute a felony and not thereafter. Provided that such limitation shall not prevent disciplinary action against a Firefighter based upon his conviction for any such crime no'wflhstanding that discovery of the conduct on which the conviction is based occurred more than slx (6) months before the disciplinary acUon. Provided further that no disdplinary acUon may be taken for conduct on which the cdminaJ statute of limitations has run, regardless of the date of discovery. C. Pdor to any such disciplinary action, the employee shall be given written notice of contemplated disciplinary adden, stating the action or actions contemplated and the reasons therefore, and notJ~/tng the employee that he may rebut the charges to rite Chtaf, either orally or in wilting, within a reasonable lime, which time shall be stated in the notice. 35 D. After the notice and opportunity t'or rebuttal provided in the preceding paragraph, the Chi~ may demote, suspa~d or terminate an employee by personal sen/ice on the employee et' a written statement of charges, if the Chle~ should be unable to secure personal service after due diligence, service may be made by mailing it to the employee by certified mail. return receipt requested, in the mail addressed to the employee's last known address, along with delivery of the statement to the Association. Proof of such se~'vice shall be suffi(~ent to support any disciplinary actiar~. E. A copy of such slatemertt, along with a copy of the notice et' conternpiated disciplinary action, shall be promptly filed with the Director et' Human Resources el~ the city. F. The w~ttte~ statement shall point out the particular rule or rules alleged to have been violated by the employee and [he specific act or acts alleged to be in violation. Said statement shall inform the employee that he has ten (10) days after receipt th~eof to file a written appeal with the Director of Human Resoumes. It' alternate ser'vice is had as provided herein, the employee shall have then ten (10) days from service upon the Associatlen. G. Appeal fi.om suspension, terminalJon or demotion shall be dec~ded by one (1~ arbitrator, selected according to this ccntract. H. Upon receiving an appeal from an employee, the Director shall act immediately to noilly the As. social~on and the Chief of the appeal to arbitration. The employee and the City (the par'des) shell attempt to mutually agree on an arbitrator. Il~ the parties fail to agree on an arbitrator within ten (10) days after the appeal is filed, the Director shall Immediately request a list of seven (7) qualified nectrals from the American Arbia'afion Association. The parties may mutually agree on one ~1~ et' the seven 7.~)_neutrals. if they do not so agree, the parties shall alternately strike the names on the list within five ~.) working days after receipt ~ the list, and the remaining name shall be the arbitrator. All parties shall act to complete the selec"don process at the earliest possible date. The arbitrator shall be immediately notified of his selection. I. The hearing shall be commenced within such reasonable time as the arbitrator selected can be scheduled. It' the arbitrator selected cannot commence the headng within sixty (60'1 days from his selectio~n, either party may within bNo (2~ days of so learning, call t'or selection of a new arbilrator, and if ~he parties cannot agree upon a subslitute wffhln cme 1~ day of so learning, eao~er arbitrator shatl be selected from a new list of seven names imme,4ataly requested ~'om the American Arbitration Association, according to the procedure set out herein. The hearing shall be scheduled so that it can b~ completed without break, in consecutive calendar days (excluding weekends and holidays). The arbitrator sh~t make an award within thirty (30} days of the dose of evidence in conventional arbitration hearings. Post hearing bdefs shall only be permitted in conventional arbitration hearings, and must be mailed to the arbitrator within seven 7~ days of the close of evidence at the hearing. 36 J. A stenographic transeriptio~ of the proceedings shall be mede only upon written agreement of the parties paler to the commencement of the headng. Should there be no agreement, the party destdng the transcript may have the transcript made at Its sole expense. K. The award of the arbYmator shall state which paKdcular factual charges he finds to be true, if any, and the particular rules he finds such conduct to have violated, If any. Where the charges are upheld, the award shall state whether the discipline imposed is upheld, or whether some lesser discipline is substituted. An employee shall be enlJtled to recover backpay for any part of a suspension not upheld by the arbitrator. L. The [(Nlow~ng rules shall govern the conduct o¢ beadngs under this section, and o[ certain preliminary matters: (t) Upon request ~ either party addressed to the opposing part,/ at least two days prior to the date of headng, the parties shall exchange the names of wit]3esses expected to be called at the headng. Upon failure of a party to dis4~ose such withesses, the arbitrator may exclude their tesltmony. (2) The arbilrator shall have the power to subpoena witnesses, records, and other evidence. Pdor to the headng, the Director of Human Resources shall Issue subpoenas requested by the parties In the name of their arbitt3tor. A party may apply to the arbia'ator to quash a subpoena so issued. (3) In all headngs under this sect]on, the burden o1' proof shall be upon the Clbj. (4) The padies, in writing, may request discovery Eom each other concerning the case. Should the other party not agree to provide the requested information within three (3) days of the request, the request, shall be deemed denied. The requesting party may then apply to the arbil]'ater, who shall order such discovery as appropriate to the nature o[ the ce.se, subject to rules ol~ discovery in Texas civil cases. In considering the application, the arbitrator shall consider the burden and expense o[ producing the th[on'nation, the need o[ the requesting party, the amount of time available pder to the headng, and such other matters as he may deem material. In no event shall discovery be permitted to detay the hearing, and in no event shall discovery be requested within three (3) days prior to the headng. (5) All headngs shall be public unless it is expressly agreed in writing by the par'des that I~e heanng shall be closed to the public. In any event, the final decislo~ of the arbitrator shall be public, although public announcement may be reasonably delayed upon request of the par'des (6) Unless otherwise provided in this contract, lhe conduct of the headng shall be governed by the rules ot' the Amedcan ArblttaUon Association. M. The Arbitrator shall have all powem vested in the Commission under Chapter 143, and the Commission Rules, with respect to suspensions, terminations, and dernotlons, except the power to amend such rules, N. Any no,ce or statement required to be flied by [he Fire Chief or [he employee in a disciplinary proceeding under Chapter 143. under Commission Rules, o~ under this contract, shall be filed with the D~ractor of Human Resources of the City. O. With respect to terminal~ons, temporary suspensions, and dernotlons, the employee shall have such right to appeal the arbitrator's decision to district court as he Is given in Chapter 143 to appeal the Commission's decision, and no greater dght. P. Unless otherwise provided in this contract, In cases of conflicL the provisions of this con,'act will coob-ol over Chapter 143. Civil Service Commissioo Rules. and American Arbitration Assoda§on Rules; and Chapter 143 and Civil Service ru~es promulgated pursuant to it shall control over AmeriCan Arbitration Association rules. Q. The City and the aggrieved employee shall share equally the fees and expenses of the arbitration. Where the ~iation represents the employee, it shall share equally the arbitration tees and expenses with the City. Nolflinq in this aclreement shall prevent the AsSOCiation from charaina non-members a reasonable fee and expenses [or representation, in accordance with its bwlaws and other applicable law. __~1 hearings which are expected to be completed in one (1) day shall be submitted for expedited arbitration. On all other hearings, the pa~es may agree to request expedited arbitration. R. Any deadline or time restrictions set out in this contract with respect to disciplinary proceedings may be modified by written agreement of the pa~es. However, neither party may be compelled to waive its dght to insist upon the deadlines and time restrfctions provided by [his Contract. S. Susponsions by Aqreeme~t. The Chief may suspend an employee for a pedod of time nat moro than sixb/(60'~ calendar days provided that the employee aqrees in writinq to the suspension. The employee shall have no dclht to appeal such aqreed suspensio~ or [o make it the subiect of a c~devance and no administrative or iudicial body shall have power to review such a suspension or to alter the terms of the aqreement. ARTICLE Xll HEALTH & WELFARE Section 1, Labor-Management Committee. The City and the Union, having recognized that cooperation behveen management and employees is indispensable to the accomplisAment of sound and ham~onious labor relations, shall jointly maintain and support a Labor Relations Committee. The Labor-Management Committee shall consider, discuss, and recommend to the Chief or the Cita/ any pro/olems pertaining lo the ~ploy/Tl~rll condilions ot employees. The Union shall de.s~Jnate its represenlalJves. The City shal~ designate its representaUves. The Labor-Management Commlffee shall meet quarterly ~ at the call o~ either the Unlon members or the City members at I~mes mutually agreeable to bo~ parties. Section 2. Identh~catlon Cards. The City shall ~Jmish all Firefighters idenlJr]cation cards beadng the member's name, photograph, rank, employee number, and centaining a space for He signature of the member. Section 3. Health Insurance and Life Premiums. A. The City agrees to provide one or more group health plans for lirefighte~s. [1)_ Effective September 1, 1994, no employee covered by CIUCare Rre may select health insurance coverage of any other plan offered by the City. Employees covered by Humana or Ptan II may select coverage under CiflCare Fire dudng open-enrollment. ~.2) Bi-weekly premium costs for C, ltJCare Fire as of Auqust 1, 2004 are as fo~lov~: the pay~no(~ of March 16, 2002, ch311 be as follov,~: Employee Cosl City Cost Employee $34.94 $97.53 Employee & Spouse $115.01 $177.59 Employee & Children $98.63 $161.22 Employee & Family $164.43 $227.01 E..,~,~,ee 15~72 ~8,31 Employee & Spou~ 72.~,, 135.13 Employee & Children 60.9! ~?_3,51 Employee & Family !07.6! When the Risk-Ek~nefits Manager for the City, applying reasonable and prudent kind- management pdndples, delermlnes that an increase in premiums Is necessary rasull~ng h'om a compadso~ o[ premium revenues versus insurance claim costs and projections, the increase in ~emium costs sha~l be shared en an equal basis by the City and employeas (50% City - 50% employee). Premium in.eases for ClflCare Fire will be based exclusively on the performance of CifiCara Fire as a separale group. No increase in premiums shall 39 take effect until the Union is notified in person and in writing. A minimum of thirty (30) days notiflcatior~ of the pending ino~ase and the reasons for the increase shall be given. City records documendng the need for ~he increase will be made available to the Unico in a reasonable and timely manner upon request. £3.,~3~The City retains the dght to negotiate with medical providers for benefits and coverage under CitiCare. The Cily agrees that the Firelighters under CiflCare Fire shall be able to utilize the prefen'ed provider program negotiated by the City for CitiCare at the rates negotiated, with coverage provided in the CifiCara program as rsvised [rom time to time. Firefightars covered by CitiCare Fire shall have the [ollowing deductibles, co-pays and maximums: ~ $100.00 individual annual deductible ($300.00 maximum per [amily). bB. 85% (City) - 15% (employee) co-pay after the deductible is met for ser~,'ioes provided by ClfiCare's preferred provider. ~_. 80% (C~ty) - 20% (employee) co-pay for services provided oulside the C~Care network in an emergency sltuat~m or services provided outside the network as the result o¢ referral by a CitiCare provider. d~)_. 70% (city) - 30% (employee) [or services prowded outside CiflCare's preferred provider net-work system other than those in Section C. eE_. $525.00 annual out-or-pocket maximum per employee or dependent $1,575.00 per Pamily (exclusive of the deductible amounts, subject to the lifetime maximum benefit in the C, itiCare Fire Plan) ~4.,~4~ The City retains the dght to withdraw [rom the Humana Health Ptan. B. RelJree Health Insurance Coverage Employees who retire under ccoditions of disability in accordance with the Corpus Chdsti I~refighters' Re§rement System or Social Security or under regular retirement under the Corpus Chdsti Firaflghtars' Retirement System or under Social Secudty after ten (10~ years of continuous service with the City shall, along with their previously participating spouses, and otherwise eligible dependents, be ~igible to continue participating in the cib/s group health Insurance Public Satiety Ci[iCare The Union recognizes that the premium cost of such continued coverage for retired or disabled i~irefighters and dependents exceeds the premium cost of Identical coverage for active employees. The premium cost for such former employees, their spouse and dependents shall be the responsibility of the fon'ner employee. Coverage shall remain in force for said fon'ner employee while paid. Coverage shall remain in force for a spouse of such former employee while paid excerpt as follows: The spouses' dghts shall continue after the employee's death, but shall terminate upon divorce or remarriage. Coverage shall remain in force for a dependent of such former employee, while paid, until such dependent becomes ineligible due to age or marriage as defined by the plan offered. ('4.) Such former employees, spouses or dependants age sixty five ~.65J or over ~ olhen~vise eligible for Medicare are reduimd to participate in Medicare A & B in order to rernaln eligible for coverage. C. The City agrees to pay to the Union a contribution equal to $15.00 month per employee, which the Union agrees to usa for supplemental insurance programs for active or retired Flireflghtars. In addition, the City shall pay to the Union August 1, 1995, and each August I thereafter $75,802 fo~ the Corpus Christi Firelightem Health and Benefit Trust. Effective August 1, 1998, the $15.00 per rnonth conl~'ibution pe~ employee shall increasa to $30.00. Effective upon execution of this aqreement, the Cib/shall conl~ibute a one Ume lump sum payment of $13,000.00 to the Union Cot use for supplemental dental insurance proqrams for active or retired employees. D. The City shall provide basic life insurance coverage for each Firefightar equal to the Fireflghter's annual salary. Section 4. IDl~leblll~. No sick leave shall be charged for injury or illness sustained in the line of duly. Employees shall be paid leave in an amount not to exceed their regular salary as provided by Section 143.073, Chapter 143 [or injuries or illnesses ocz;urdng in the course of employmenL __The use of accrued sick leave may be granted to any Firefighter at the discretion of the Chief for job-related illnesses or injudes after injury leave has been exhausted. For purposes of line of duty illness or injury leave, 'line of duty Illness' shall be defined as an illness which has been directly and substantially caused by bhe du§es of Ihe position. Provided, however, that this definition applies or~ly to a line of duty illness under Section 143.073, Chapter 143. and is in no way intended to govern the payment of benefits under the workers' compensation statutes, which benefits shall continue to be governed solely by the workers' compensation statutes. ~A disability shall be defined as a physical injury or illness which prevents an officer fi'om fully performing the duties of the position to which he was assigned at the time his disability commenced_ A 'permanent disability' is an Injury or illness which disables a Ftireflghtar to the extent that it cannot be said in reasonable medical probability that he will be able to return to full duties within one (1) calendar year [TOm the date that the Fire Chief determines in writing that the disability Is penT, anent. Upon terminaUon for permanent disability which is non-Job related, the Firefighter shall be entitled to a lump sum payment for all his accumulated sick leave, and for accumulated vacalJon leave not in excess of the limit established by AJ-ficte XII, Section 8_5 of this Agreement. Upon termination for permanent disability which is Job-related, the Firefighter shall be enUfled to a lump sum payment for any injury leave he may have remaining out of the one (1) year provided in Chapter 143, Seclion 143.073, all accumulated sick leave, and for accumulated vacation leave not in excess of the limit established by Article XlI, Section 8 of this Agreement. Ail s~Jch payments shall be calculated and compensated as of the date the employee Is determined to be pe~'rnanently disabled and shall not include additional accrual of sick leave, vacation, er hc~idays beyond that date. The procedure far determining the permanent disability shall be as follows: In the event the Chief determines after consultation with the City designated Physician that a Firefighter is penT~nentiy unable to perform his or her job duties, he may institute immediate termination or reUrement whichever, is applicable. Prior to taking formal action on the above detarnfinafloo, the Chief will Inform the Pension Board, In writing, of his intentions. The F~refighter may call for further examination by a board o1' three physicians. O~e such doc/er shall be appointed by the City, one by the Firefighter, and the third by said doctors. Provided, however, that the third doctor must be approved by the City designated Physician. The dod. or designated by the Flre~ighter shall be paid by him. The other b~vo doctors shall be paid by the City. The decision of e majority of three physicians as to whether a permanent disability as defined herein exists shall be final. A Firefighter who has previously bean terminated due to disability may, if found to be otherwise qualified within two (2) years of the termination date for disability by the Chief, be eligible for reappolnb'nent at the same rank upon certification by the City's designated Physician that he or she has recovered and physically is able to perform full duties. Section 5. Sick Leave and Retirement Pool. A. Each Fireflghter shall accumulate fi[teen (15) days o[ sick leave with pay per year. Effective January 1, 1988, the Sick Leave Retirement Pool will have a maximum balance ot 2,000 days. Quarterly accounting will be rnalntained to provide a current balance of such days. Days used in accordance with provisions outlined below will be deducted from the pool until it reaches a minimum of five hundred ~.500.) days, at which time two (2) sick leave days per Firefighter per year will be transfen'ed from his/her individual account into the poc~ unlit the pool reaches its 2,000-day limit. The Pool shall bo used to compensale _Ffiret'~jhters who retire, dudng the term of this conb-act, other than on disability retirement, with more than ninety (90) days ot accrued sick leave to their individual credit. Subject to the maximum limits specified In Sub-Section B, below, the retiree shall be compensated from the Pool for the amount of sick leave acoru~d to his/her individual credit that exceeds ninety (90) days. B. Upon termination, other than on disability retirement, an employee's compensation for the sick leave accrued to his/her individua/ credit shall be limited to the ~ollowiog amounts, according to the employee's time in service. (1) Less than 4 full years of service: zero days. 42 (2) 4 full years of service: not more Ihan 30_days. (3) 5 full years of service: not more than 40 days. (4) 6 full years of service: not more than 50 days. (5) 7 full years of service: not more than 60 days. (6) 8 full years of service: not more than 70 days, (7) 9 full years of service: not more than 80 days. (8) 10 or more full years of se~lce: not more than 90 days. (9) 20 or more full years o1' sewice: not more than 150 days. (10) 25 or more full years of service: not more than 180 days. C. I1' a _Ffirefighter dies, any and all amounts he or she would have been enlJUed to und~ this section, or the enlJre amount of accumulated sick leave, whichever is greater, shall be paid to his or her dependents or eatateI D. The partJes ac~ree that the payment of ac~'ued sick leave as provided bv state law and this contract shall be based only on base salad. Ionqevib,, pay, certification DaY, and assiqnment Day as Der current oawoll practice which is in comDtlanc..e with state law and not in violation of this aareernent and pdor colleclJve barq. alnlnq aqreemenls. This provision will prevail over the provisions of the Texas Local Government Code Section 143.045. Appendix E sets forth the pay methodc~oqy for eliqible accrued sick leave. Section 6. Toxicology Rel~orts. The City shall pay for the cost of toxicology reports in instances where a Fireitghter dies as a result of an on-the-job injury of' upon request by the employee's family where recent exposure to exceSS~e smoke or toxic fume inhalation is suspected as a conlTtbut:lng cause of death. Sec'don 7. Marldatorv Drug Tee~r~. The City and the Union mutually agree that Flirefighters may be called upon in hazardous situations without waming, and that it is imperative to the interest of Ffiretighters and the public to assure that Firelighters are not substance-impaired. In order to further their mutual interest in protecang Rrelighters and the public, the City and the Union agree to testing, as described in Ihe Fire Department Drug Poilcy attached hereto as Attachment '_1_', The City Manager, Fire Chiet and Director of Human Resources shall be included in the testing process. The fair and Impartial statistical basis (in which each i~retighter has an equal chance ot being selected) shall be by a non-discriminatory computerized program operated and certified as non-discriminatory by an inde~)endent firm hired by the City, and the employee shall be tested promptly upon being selected by the computer. No group (as defined by the Fire Department Drug Policy-) -shall be tested more than once In a six (6) month period. __Discipline shall be in acc4~danse with the Rra Department's Drug Policy and the Civil Service Commission Rules and Regulations. __The sample for teslJng shall be a split sample. The test shall be a Fire Department five (5) panel test as set out in the Drug Policy- and shall be sent to N.I.D.A. Certified Laborato~ for testing. No changes can be made to the language dealing with the provisions of the Corpus Christi Rra Department's /Mc~hol and Drug Policy without agreement by both the City and the Union. Section 8. Accrual of Vacation DaYs. /MI Ffire~ighters hired aifer Septemba' 1, 1998, shall be allowed to accrue unlimited vacaflor~ leave hours (includes holiday leave hours), but upon relirerne~t, msigna§on, o,r termination the _Ffiraflghter shall not be paid in excess of four hundred and eiqhtv .(480.) hours for forW ('40) hour workweek emlatoyees at the rogular rata of pay or seven hundred end twenW .(720.) hours =.~ ~c for twenty four .(24.) hour shift emolovees into (tho rato for pocil~ons with c, ohoduled work wooks othor than 40 hours and which aro computod on tho basic of 173.33 hourc por month). All Fliraltghters hired on or before September 1, 1998., shall bo allowed to accrue unlimited vacalion leave hours (includes holiday leave hours), but upon retirement, resk:jnation, or termination the for'tV (40) hour ~,~)rkweek Fl~relighter shall not be paid in excess ol an amount equal to seven hundred and twenh' [720.) hours plus the amount the Ffirafightar had on the books as of December 20, 1998, a ....... = .... ,-.~"~ -,~ ~._... .... If the _Ffireflghtar Is on the 24 hour shift, the _Ffirelighter shall not be paid in excess of an amount equal to 1080 hours plus the amount the _Flirelightar had on the books as of December 20, 1998 at tho 2'1 hour shift rato. Appendix E sets i'orth the pay methodoloqv for elictible vacation leave, The City retains the current practice of permitting Firelightars to sell one (1) day of vacation for each day of vaca§on taken to a maximum of fiv__e [5.) days per year. Fireflghtors can sell back only such vacation leave in excess of thirty [30.) days accrued vaca§on leave pursuant to this provision. However, effective August 1, 1998, each Firefighter may sell back to the City two [2.) days of vacation leave for each day of vacation leave taken dudng the year nol to exceed a total of ten [10) days. For purposes of this AgreemenL, a Fireflghter working a twenty four .(24.) hour shift shall be permitted to sell twelve ~.12.) hours of accrued vacation leave per day not lo exceed one hundred and twentY [120.) hours (10 days times 12 hours) per year, al the twonly four (2'1) hour chiff rata. /MI other Firefighlars w~)rklng forty {.40} hours per workweek (regardless if on a 4-10 schedule or 5-8 schedule) shall be allowed to sell back ~iqhty [80.) hours_, at thoir rogular rata. Appendix E sets forth the pav methodol(xl¥ for eliqible vacation sell back.. The City shall distribute funds in cash or as contributions to a defe~Ted compensation p~an or as othe(wise directed by the Rrefightar. A~y costs Incurred for the transfer of funds for distributions other than direct payment to the employee shall be the responsibility of the _Ffireflghter. The City may require that the Firefightar release and hold the City harmless for any penalties o( other liability incurred by the City as a result of allowing the Flreflghter to defer compensation under this provision. The City shall not be required to make a payment to a deferred compensa§on plan or other plan if it is determined, in the City's sole discre§on, that such payment or distribution Is not in compliance with all applicable laws, rules, and regula§ons. ARTICLE XlII LEGAL PROCEDURES Section 1. Legal Defense. The City will provide a legal defense to any Firefighter In a civil lawsuit, on account of any action taken by such Firefighter while acting within the coume and scope of the Firefightar's employment for Ihe City of Corpus Christi. The City will also provide legal defense for a FIrefightar when he or she receives a ~'affic citation as a result of being invc~ved in a b'affic accident while making an emergency run to the scene of a fire or an emergEmcy while acting in the coume and scope of the F'irefightar's employment for the Cify of Corpus Chdsli. The City, by conducting or participating in the employee's defense, does not assume any obligation or liability not otherwise imposed by law and does not expressly or imp4iedly waive any immunity or defense which is available to IJ'm City. The city shall assume no obligation not othen~tse imposed by law for any judgment which is rendered against an employee. The City Manager may in his discretion refuse a legal defense for an employee where there are indications of Intentional acts, gross negligence or recklessness which will be communicated to the employee in writing. The City shall provide such legal defense through an attorney not connected ~ the prosecution of such (1) The I~refighter shall notify the Fire Chief of any claim being made against such F~rofighter not later than ten (10) days from the date that such F~refighter received notice of such claim, and shall request the C~fy to assume the defense of the Firefightsr regarding such claim. The City shall require that such request be made in wnting. (2) If suit is brought against such Firefighter, such Firefighter shall immediately forward to the City Attorney every demand, notice, summons or other process received by hlrnJher within twenty four (24). hours of receipt. (3) Such Firefighter shall cooperate with the City and. upon the City's request, shall assist in making settlements, and the conduct of suits, and in enforcing any dghts of contribution or indemnity against any person or organization who may be liable for all or part of such damages, and shall attend all headngs and trials and assist in secudng and giving evidence and obtaining the attendance of witnesses. ARTICLE XIV ASSOCIATION HEALTH ,aND BENEFIT TRUST Section 1. Trust Creation. The C~ty and the Corpus ChdstJ Fireflghters' Association agree that the Association Health and Benefit Trust is the sole responsibility of the AsseclaUon and that the City has no involvement in the TrusL Section 2. Indemnification. The AssoclaUon shall defend, indemnity and hold the City harmless []-om any and all claims, legal ac'dons, liability, damages, and expense brought by any parties in coonecfion with or arising out el" the operaUon or adminlslraUon of the Trust. ARTIGLE XV IMPASSE pROCEDURES PART t NegotlaMons [or a new conb~ct shall commence in accordance with The Fire and Police Employee RelaMons Act (the "Act") -and Article VII, Section 2 of this con~'act. If impasse should be reached as defined in Section 174,152 el~ [he 'Act', eider party may request medlalJon, and if mutually agreed upon, the parties shall Immediately proceed to choose one mediator as provided herein. The function and powers of rnedlator shall be as specified in Section 174.151 of the _'Act_". Ti~e mediaUon shall extend [or fourteen (14) calendar days. If no agreement is reached through mediabon, upon request of either party, the parties shall submit the dispute to one Facffinder, The selection of the mediator and the Facffinder shall occar as follows. When either party requests medialJon or fac[finding, the parties may agree to choose any mediator or Fac/finder or method of choosing same. If no agreement occurs within five {5) days [rom the request, the parties shel{ request a ~ist of seven (7) neutrals from the American Arb~atlon AssocialJon (AAA). Upon receiving the lisL, the parties shall select the mediator or Fac[finder by alternately stdklng names. The request to ~ shall state the dates on which the neubals must be available. The mediator and the F_ac[finder shall be selected within five_(_~, days after receipt of the list [rom the AAA. The fee and expecses of the mediator and the Factfindor shall be split equally hehveen the C~[y and the Union. Ail other expenses, including witness fees, shall be paid by the party incurring the expense or calling Ihe wilness. By agreement, the parties may submit any issue or issLm8 to the Facffinders. If no such agreement is reached, then each party shall be ended to submit two proposals to the Factfinder, each proposal on one (1) dislinct topic. For example, each of these conslJtute a distinct topic: salary, dependent health insurance coverage, promolional procedures, political activlltes. Each party may submit ils two {2) proposals, and Ils aitemalNes to the other parys proposals __The Factrmder shall conduct a full and fair headng on the issues sabmitted to him. The hearing shall be informal and strict rules of evidence shall not apply. After hearing all evidence offered by the pertJes, and any evidence requested independee~y by the Factflnder, the Facffinder shall render a wrilten dedslo~ making Ondlngs of fact and recommendalJons as to all matters ki dispute. In [he eplnlon, the Factflnder shall exercise his independent judgment and shaJl not attempt to 'split the difference.' Where an Issue is submitted to [he Factfinder in the f0~Tn of a proposal and an altemalNe lo It, the Factflnder's decision with respect to that isaue must recommend either [he proposal or the altema§ve. The Faclfindor's decision shall be submEted to the City Council. It shall be advisory only, and the City Council shall be flee to accept, reject, or modify the Factfinder's recommendalJons, or any of them. In making the findings of fact and recommendations, the FactJinder shall co~sider [he following evidence submitted to him by the parties or obtained at his direction; the overall compensation In the current co~tract Including direct salary and fringe benal~ls; the Income available to the City and demands on that income; a comparison of wages, hours, and conditions of employment of Corpus Chflsfl Fireflghters wffh the wages, hours, and conditions of employment of other public and private employees performing similar services and with other employees generally In public and pdvate employment in comparable coromunllles and in Corpus Christi; Ute hazards of employment, physical, educational, end mental qualificalJons, jo~ training and skills required of a Corpus Chdafl Firefighter; the cost of living in Corpus Christi re, alive to other co~munlltes; the rate of increase in the cost of living for the preceding Iweh/e {12)-rnonth pedod using localized data to the ~llest extent feasible; and any cuR'eat national or state policies er guidelines with respect to compensefion. Provided. however, that In weighing evidence the wages, hours, and conditions of employment of workers other than Corpus ChdstJ Flraflghters, offered as a comparison, the Fac[finder will determine the comparability of such other workers without regard to whether or not they engage in collective bargaining with their employers. PART II In light of the availability of I~ac[flnding as a means o1' impasse resolul~on, as provided above in Part I of this Article, the parties agree that binding arbitTatJon is not necessary for the resolution of Impasse. ConsequenOy, the parties agree that neither will request the submission of unresolved issues [o arbib-a~Jon under the "_Act_", or any other statute, City Charter provision, or ordinance; any such request shall be void and ineffective. Additionally, the Union withdraws its support of any proposed Charter amendment that would provide for compulsory binding arbilra§on in the event of impasse, Specifically. the Union makes the [ollowing promises: (1) It will not bdng any legal acaon seeking to force an election on such a proposed Charter amendment or seek enforcement oi' any court order reduidng such an election on compulsory binding arbitration; (2) It will not circulate a petition before July 31, 1983, calling for an e~ectJon on such a proposed Charter amendment on compulso~ binding arbitral~on; (3) It will not aid or encourage any pemee to do any of the acts described above in subparagraphs (1) and (2) of this Part II; (4) It pledges its cooperaUon and the cooperalJon of ils members in aiding the City's attempts, if any, to effect a withdrawal of Ihe writ of mandamus issued in Intemaltonal ,~,seciaflon ol= F~reflghtam, e~ al. -v. Luther Jones, et al., Cause No 79-2968-E, 148th District Court, Nueces County, Texas. This cooperation shall include, but shall not be limited to, the jolndar of the Union, and of ils membecs who ara plainitffs in the above-caplJoned lawsuit, In a Molton to Vacate Wdt of Mandamus, or similar p~eadlng~= (5) If a Charter amendment election is ultimately held before July 31, 1983, on a proposed amendment that wcxJId provide for compulsory bir~tn9 arbit~atton, the Union will not lend its support, public or othe~Nise, to the passage of such proposed amendment on compulsu~ binding arbltralion. The parties agree that each of the above promises of the Union is in consideration o~ the CIb/s agreement to factfinding as a means of impasse resolution. If the Union breaches any of the promises, the City may, In addition to ils other remedies, decJare Part I of this .N'bcie null and void and be relieved thereafter Eom any duty to comply with it. The above promises of the Union are cumulative, compliance with one or more of [hem will not relieve the Union of the duty to perform the remaining promises. likewise, unenforceabllity of any of the premises or impossJbility of performing any ol= the promises whether due to the legat invalidity or other cause will not retieve the Union of the duty to perform the remaining promises. .,M~TICLE DURATION AND CONCLUDING PROVISIONS Section t. Duration. This agreement shall be effective as of date of signing and shall remain in full [orce and e~fect until July 31, 20034_5, and therea[ler until superseded by a new contract. Section 2. Severabllltv. if any arUcie or sectio~ of this agreement sbo~JId be found inva!id, unlawful, or unentorceable by reason of any existing or subsequent enacted legislation or by judicial authority, all other articles and sections of this agraemen[ shall remain in full force and effect I~or the duration o[ this agreement. Section 3. Conflict with Civil SM'vice Statute. To the extent that any of the provisions of the agreement conllict with Chapter 143 or any other State Civil Service Statute, the provisions of the agreement shall control and the applicability of such statutes are aJte~ed accordingly. Section 4. CoPies of A~reement. The City shall provide suf~cie~t copies of this agreement, without alteration, so that every employee covered herein shall have a copy. The City shall be responsible I~ the disl3'ibutlon o~ the c~oies of this agreement [o membem o[ the bargaining unit_ CONCLUDING PROVISION IN WITNESS WHEREOF, we have executed Ibis agreement this __ IITY OF CORPUS CHRISTI ~Georqe 'Skip' Noe, CITY MANAGER CORPUS CHRISTI FIREFIGHTERS ASSOCIATIONorpuc Chdcti F~mfightom A~cc!35c,-, LOCAL UNION 936 Negotiating Team Members Carlos Torres, PRESIDENT Negol. Jating Team Membem day ol~ Armando Chapa, City Socrel:3ryCITY SECRETARY day of ,200_52~_ APPROVED: Mary Kay Fischer, CITY A'I-rORNEY day of ,200_52~_ 50 Attachment 1 Fire Department's Alcohol and Drug Policy A. INTRODUCTION The Corpus Chds§ Rre Department has a responsibility to provide the highest level o[ pubtlc safety service attainable by a City. Ail employees of the Deparlment share in this responsibility. The sensilJve position of all §refighters involved in fire suppression and/or emergency medical services or other assigned dul~es requires assurance that there is no use of illegal or prohibited drugs. It also requires assurance that flre§ghters are not under the inl~uence of alcohol while on duty. The City of Corpus ChdslJ is also obligated under the Drug-Free Wod(place Act of 1988 to provide and maintain a w~:)rkplace flee of illegal or prohibited drugs. B. EFFECTIVE DATE AND EMPLOYEES COVERED. The amendments provided by Iflis policy become effective upon execution el~ the 1997- 2000 cotiective bargaining agreeme~nt belween the City and the Uni(:m -and will be incorporated into the Fire Department General Manual to be effective -as of that date. This policy applies to all sworn personnel and trainees in the Fire Department, regardless of rank or assignmect Ail dvilian personnel am covered under the cltywide policy (H.R. 15.0). C. PROHIBITIONS: This policy prohibits: 1. The use, unauthorized possession, manufacture, distribution or sale of illegal drugs or drug paraphernalia. 2. The unauthorized use, possession, manu[acture, disthbution or sale of any controlled substance. 3. The presence of a detectable levet of any illegal drug or unauthorized controlled substance or any metabolite of any such substance In the body upon being tested. 4. Being under the influence of alcohol or possessing alcohol while: (a) operating or occupying any city vehicle at any time; or (b) at any local~on dudng the flreflghter's working hours including all lunch and break times. 5. Use of alcohol while off duty in violalJon of Civil Service Commission Rules and Regulations, and Chapter 143, Local Government Codes. 6 Unauthorized storage in any locker, desk, City vehicle or other repository on City premises or wod~sites of any illegal drug, drug paraphe*'nalia, unauthorized contr~led substances or alcohol. 7. Switching or adulteraling any udne sample submitted [or tesling, 8. Refusal to consent to tesUng and submit a spedmen for tesUng when required under this policy. Consent is indicated by signing any fu~'n required by the City's Medical Advisor or laboratory collecting the specimen for testing, 9. Failure lo pass any drug or alcohol t~st administered under this policy. 10. Refusal to consent to inspection of any desk. E~-~er or other City properly under a 6re6ghter's control when requested by a super'~sor. 11 .Arrest or conviction I:or any drug or alcohol-related crime committed at any lime. 12. Failure to notify the Fire Chie[ within five (5) days after arrest or conviction I:or any drug or alcohol-related crime committed at any lime. 13. Failure to report to hisser supervisor the use of any controlled subslance prescribed by a physician er non-prescription drug which may impair the i~relighter's ability to sal~ety and fully perform his~her duties. 14. Failure to keep prescribed drugs in their original container which idahoes ~ drug, date of prescription and prescribing physician or provide other proof of drug prescdplion and prescribing physician. 15. Failing to adhere to the provisions o[ any agreement execuled by the firel:ighter which requires treatment or counseling [or alcohol or drug abuse. D. DEFINITIONS UNDER THIS pOLICY 1. ILLEGAL DRUG: includes heroin, cocaine, crack cocaine, cannabinoids (marijuana, hashish, THC), PCP (phencyclidine), LSD (lyserglc acid diethylamide) and any other controlled substance not validly prescribed by a physician. 2. CONTROLLED SUBSTANCE: includes all bi' the above illegal drugs plus any other substances covered by Schedules I through V of the federal Controlled Substances Act (21 U.S.C. 801 et seq.) er the Texas Controlled Substances Act (Chapter 481, Texas Health and Safety Code). Controllad substances include amp~netamlnes, barbiturates. methadone, benzodiazepines, methaqualone, morphine, codeine and anabolic sleroids, A controlled substance is 'unauthorized' if the i~retighter does not have a valid presc, dption for that substanca at the Ume o¢ its use or possession. 3. CITY PREMISES OR WORKSITES: include all property, buildings, structures, job sites (where a firetighter is working), parking lots. and means o! b'ansportation owned, leased, or otherwise used for City business including motor vehicles, equipment, or machinery. 52 4. FALLING A DRUG TEST: is defined as a confirmation of initial test results which show positive evidence of the presence of an illegal drug or unauthorized controlled substance in the body. 5. PASSING A DRUG TEST: is defined as initial or contirmalton test results which do not show evidence of the presence of an Itlegal drug or unauthorized conb'oiled substance in the body. 7. DETECTABLE LEVEL: is defined as a quantity of a drug or drug metabolite equal to or greater than the detection limit for that substance as established by the testing laboratory, with the Chief's and Unlon's approval. E. DISCIPLINARY ACTION FOR VIOLATIONS OF THIS POLICY 1. The following violations of this policy shall be grounds I=or termination. a. unauthorized possession, use, manufacture, dis~'ibutJo~ or sale of any illegal drug, drug paraphernalia or co~ltroiled substance while o~ duty, in a City vehicle or on break time or, b. use without authodzalion of alcohol while o~ duly or while occupying any City vehicle or during break period, c. falling a drug test undec (i) reasoP, able suspldon if the actions or behaviors resulting In the test occurred while on duty, on City property, In a C_~ vehicle or on break time; (ii) poet-accident; or (iii) mandatory if the firefighter does not come forward and agree to enter a rehabtlitalion program end an agreement to pedodic testing without pdor notice, before the resuEs of the drug test are verbally given to the City by the Medical Review Officer (MRO): 2. Any lirefighter who violates any other provisions of this policy shall be disciplined up to and including termination. F. DRUG TESTING Drug testing will be conducted using a laboratory certi§ed by the Department of Health and Human Services (NIDA). Chaln-of-custedy procedures will be followed to account for the integrity of each urine sample by tracking its handling and storage from point of specimen colb~ction to final disposition of the specimen. Each specimen submitted for testing under this policy shall be split and a sample shall be reserved for an independent analysis in the event of a positive result. Each specimen submitted for testing under' the testing provision of this policy with the exception of pre-employment, wdl be assayed for the presence of the following compounds. 53 EMIT SCREEN GC-MS CONFIRMATION DETECTION LEVEL DETECTION LEVEL DRUG GROUP nq/ml* no,/ml* Amphetamine 1,000 500 Cocaine Metabolltes 300 150 Marijuana 100 15 Metabolites 300 300 Opiate Metabolites 25 25 Phencydidine any b-ace any trace *nanograms/mllliliter The laboratory will also assay each specimen i:or signs of possible adulleratlor~. Specimen alteration assays will consist of two or more of the i'ollowing: Creatinine Chlodde Specil~c Gravity Ph Pre-ernployment testing shall utilize the SAP 10. The initial test (also known as a screening test) shall be a enzyme immunoassay screen (EMIT) to eliminate 'negative' udne specimens from further consideration. If the initial test indicates a positive result, a ceefirmalion test by gas chromatography/mass spectrometry (GC/MS) will be used to confirm Ihe presence of a specific drug or metabolita. The con§rmation test shall be independent of the inl§al test and uses a different technique and chemical principle from that of the initial test in order to ensure reliability and accuracy. For classes of drugs where GC/MS is not an approved confirmation procedure, an alternative conl~rmation test will be used. The Chief shall designate a Testing officer with tull authority to order persor~nel compliance to oversee the integrity of the drug tesl~ng procedures and general administration of this policy The Testing Officer's specific responsibilities and duties shall be established by the Chief. Drug testing under this policy will Include: Pre-employment: All job oilers are contingent upon passing a drug test. Applicants who fail a drug test will be ineligible to apply [or employment in the future. 2. Post-accident: Any firefighter who, while operating a City vehicle, is involved in an accident involving a fatality, sedous bodily injury or substantial damage [o property, shall be subject to drug and alcohol testing. The decision to order such testing shall be made by the Fire Chief. The test shall be perfon~ed as soon as possible at the order of the Fire Chief. 3. Rea$on;~ble Suspicion: If individualized reasonable suopidon exists that any firefighter has used or possessed an illegal drug o~ unauthorized controlled substance or has violated the alcohol-related provisions of this policy, the Chief may order the flrefighter to submit a urine and/or blood specimen for alceho{ and/or drug testing. 4. Random Testinq: The Fire Department shall be divided into 45 groups consisting of the following work sites o,r groups: Administrative Offices (Includes the City Manager, Human Resources Director, and Fire Chief) Training Center Fire Prevention & Arson Investigation Each Station will consist of 3 separate groups (A, B, & C shes) Three additional groups will be added upcm opening of a new statiee. Random drug testing shall occur by the random selectioe of one of the above work groups or sites. The tesUng agency shall provide a computer-based random eetec~ion of the group to be tested each month. Two groups will be selected and tested each month. The Chief, or designee, will noUfy the employees selected for a test within no more than three (3) hours of the tesUng. Any §raflghter either permane~Uy er temporarily assigned, including members working trades for regular §reflghters, shall be subject to tasUng. All testing will be conducted on site except for personnel assigned to Training, Fire Prevention & Arson, and AdmlnislreUon. P~rsonnei not tested on site will be required to report to a designated lab within 3 hours of notiflcaton by their supervisor. Employees on vacation, sick leave, other leave, or on City business outside the city, will not be notified or have to take the tesL If an employee group is selected more than once during a consecutive six (6) month pealed, the employee group will not be required to test again for the rest of the six (6) month period. An employee may be tested more than onc~ in a six-month pealed For purposes of eligibility [or re-testing, each six-month period is any consecutive six-months wflich begins with the Initial test, and does not follow a calendar or fiscal year. COMPLIANCE WITH POLICY 1. Applicants and fireflghters subject to testing will have the opportunity to submit a list of prescription and non-prescription drugs they have used in Ihe last thirty (30) days and to explain the circumstances surrounding the use of such drugs to the MRO before a decision regarding- test results is made. 55 2~ Any firellghter who has a~eed in connection with a pdor violation of this policy to submit to random testing for a presc~bed period of time (maximum or one (1) year) may be tested as deSCribed in ~ agreement signed by the Iqrefighter, I 3. A firefighter with an alcohol content of ~0.0~8 % will be presumed to be under the inl~uence of alcoho~ [or purposes of[his poticy. 4. I[ the Medical Rewew Officer's (MRO) review of drug test results indicates a legitimate medical explanation for the conl~rTned positive test result, no further action will be taken against the firer-Kjhter and an applicant will be etiglbie for hire. If the MRO's review determines there is n_9o legitimate medlcat explanation for the confirmed positive test result, the [Irefighter will be subject to disciplinary action up to and including discharge upon the first offense. H. MEDICAL REVIEW OFFICER The Medical Review Officer (MRO) for the City of Corpus Christi will be a City's Medical Advisor or any physician designated by the City Manager who is a licensed physician with knowledge of drug abuse disorders and certified as a Medical Review Off'~cer [or drug testing. The MRO shall review all drug testing results he reCeives and interpret confirmed positive test results to determine if there is an alternative medical explanalJon o[ the confirmed positive result. I. ALCOHOLISM AND DRUG ADDICTION While occasional or 'social' use o[ drugs and alcohbl can become dethmental to the v~rkplace and to personal health, we recognize thai alcoholism and drug addiction are medical disorders which can be treated. The City of Corpus Christi betieves it has a responsibility to provide assistance to our employees through the Employee Assistant Program, but the initiative in seeking such help is the responsibility of the §refighter. Firefighters who voluntarily seek diagnosis and accept treatment for alcohol or drug- related problems be[ore the problem becomes evident, will be offered rehabilitation help on a strictly confidential basis using the leave policies currently available for o{her health- related problems. Whether volunlary or mandatory rehabilitation is required, these costs are [he responsibility of [he fireflghter. Medical Plan Insurance may be used to the extent provided under the Individual's health insurance coverage. If misconduct or declining job performance bnngs Illegal or non-presc~bed drug or alcohol abuse problems to tlcjh[, the t3refighter will be subject to appropriate disciplinary action. J. IMPLEMENTATION OF DRUG-FREE AWARENESS PROGRAM The Drug-Free Awareness Program will provide an ongoing education effort tot the firefighters to prevent and eliminai.e drug and alcohol abuse thai. may affect the workplace. This program wfll cover: 56 1. The dangem of alcohol and drug abuse in the workplaco; 2. This AJcoho~ and Drug Policy; 3. The avaJtabilib/of treab'ne~t and counseling for flreflghters voluntarily seetdng such counseling through the Employee Assistance Prngr~m; and 4. The discipline which will be Imposed for violations of this p~ioy. Supervisors are the "keys" to successfully Implemenffng this policy. Inldai and ongoing supervisory b'alnlng will be mandatory for supervisors and will cover the following areas: 1. Idenlff'ying ~ documenting job pedormance and o~-the-Job behavior which may reflect the Impact of pe~onal problems; 2, Identifying evidence of on-th, c,., job use or presence of alcohol or drugs; 3. Procedure for referral of troubled fire~hte~'s to the Em~oyee Assistance Program; 4. Procedure for testing firefight~ suspected of v~atlng [his policy; 5. Constructive confrontation techniques; 6. Orientation on drug procedures and technology; and 7. Procedures for conducting workplace inspections. Trainees will be Imined o~ this Policy at the Academy and new supervlsocs wiJl be trained bSrough re~Jrdng sessions provided on the Training caleb:lat. K. RECORDS PROCEDURES 1. RELEASE OF INFORMATION: Reguests for employment verification or references for an individual terminated under this policy shall be forwarded to the Human Resources Department for response. F~ Texas Employment Commission hearing on granUng unemployment insurance, the City will cite a rutes violation as the ~re<;ason fo~' termination and will supply a copy of [he letter of termination which states specific reasons. Where there is doubt about the release of information, the Legal Department shall be consulted for guidance. 2. REPORTING CONVICTION TO FEDERAL AGENCY: In compliance with the Drug Free Workplace Act, the Human Resources Department will notify the appropriate federal agency within ten (10) days after receiving notice from the fireflghter of a conviction under criminal drug statutes. 57 APPENDIX "A" DUES DEDUCTION AUTHORIZATION INTERNATIONAL ASSOCIATION OF FIREFIGHTERS, LOCAL UNION NO. 936 Dues Ti'de Code Payroll No. Employee No. Code No, Social Name Security No. (Last) (Flint) (MI) Address Zip Code I hereby authorize the City o[ Corpus Christi [o deduct, each pay period, the sum of $ as certified by the International Association of Firefighters, Local 936, as the current rate of dues or an amount as may hereal~er be established by the International Assodation of Firer~ghtera, Local 936, as dues. This deduction is to be forwarded direcUy to the International Association of Firelighters, Local 936. The authorization of this deduction is entire~y voluntary on my part. I understand that the City of Corpus Chdsti will be obligated to forward to the Association only those sums actually deducted and will not be liable for damages to me for failure to deduct any authorized sum for any reason. Signed Date 58 APPENDIX "B" SPECIAL ASSESSMENT DEDUCTION AUTHORIZATION INTERNATIONAL ASSOCIATION OF FIREFIGHTERS, LOCAL UNION NO. 936 Assessment Title Code Payroll No. Employee No. Code No. S~;ial Name Secudty No. __ (Last) (First) (MI) Address Zip Code I hereby authorize the Qb/of Corpus Chdsfi to deduct a sPeOaJ assessment in the sum of $ as certified by the International AssocialJon of Fireflghters, Local Unio~ No. 936, for ['he express purpose o[ . The authorize§on of this special assessment deductJo~ is e~firety voluntary on my part_ I understand that the City of Corpus Chdsti will be obligated to forward to the AssocialJon only those sums actually deducted and will not be liable [or damages to me failure to deduct any authorized sum for any reason. Signed Date 59 APPENDIX "C' TERMINATION OF REGULAR OR SPECIAL DUES DEDUCTION AUTHORIZATION INTERNATIONAL ASSOCIATION OF FIREFIGHTERS, LOCAL UNION NO. 938 Dues Ti~Je Code Payroll No. Employee No. Code No. Social Name Secudty No. (Last) (First) (MI) Address Zip Code I hereby terminate the authorization previously executed by me on (date) for dues deduction for the International Association of Firefighters, Local Union No. 936, and request that the City make no [~JrtAer ( ) regular o~ ( ) special dues deductions under said authorization. This terminal~on of dues deduction is enfire~y voluntary on my part, and I understand that the City or Corpus C..hnsti will not be liable for failure to promptly effectuate this termination for any reason. Signed Date 60 APPENDIX D THE FORMULAS DESCRIBED BELOW ARE A CONCEPTUAL DESCRIPTION OF THE CALCULATIONS AND DO NOT DESCRIBE THE EXACT COMPUTER PAYROLL PROCESS. A. CALCULATING FIRE SUPPRESSION OVERTIME PAY BASED ON 27 DAY WORK PERIOD In a 52 weeA. 385 day year. each suppression fireflClhter is scheduled to work a 24 hour shift every three daYs which e<3uates to nine 24 hour shifts in each 27 da'/v~rk period. Usln(I the FLSA 7{k) exemp§on, overtime for cycle houm is due for hours actually worked fTom 204 to 216 hour~ in a 27 day work I:~riod. The 'Add Pays' included In the calculations below am applicable Ionqevi~,. assl(3nrnent and certification pays listed in ~e Watts Article in the 2001-2003 Collective Barci~alnlnQ Aoreement as Der the 1989 overtime cidevance resolution Plus education incentive pay. the EMS superviso~ officers pay. and the Assistant EMS Director Dav wherl applicable. 1. TO COMPUTE CYCLE AND HOUDAY OVERTIME PAY: Annual Base Salary + Annual 'Add Pays" 26 Pay Pededs = Pay Pedod Salary w/'Add PaYs' Pay Period Salary w/'Add Pays' 80 Houm Per CO, IT-act = HouHv C/cia/Holiday Rate Pay Pedod Salary w/'Add Pays' = Dock Rate {Reoular rate) 108 Houm (Houd¥ Cycle/Holiday Rate) x (1.5) - (Dock Rate) = Cycle/Holiday OverlJme Rate (Cycle/Holiday OvertJme Rate) x [No. of Cycle Hours Worked) = Cycle Overlime Pay (Cycle/Holiday Overtime Rate) x (No. of Holiday Houm Worked) = Holiday Overtime Pay 2. TO COMPUTE OTHER OVERTIME PAY(HOLDOVER AND CALLB^CK): Annual Base Salary + Annual 'Add Pays' 26 Pay Pedods = Pa',, Pealed Salary w/'Add Pays' Pay Pedod Salary w/'Add Pa~s' 90 Hours Per Co~tract = Houdy Call Back/Holdover Rate (Houdv Call Back/Holdover Ra(~e) x ( 1.5 ) = Call Back/Holdov~ OverUrne Rate (Call Back/Holdover Overtime Rate) x (Call Back Hours)~ = Call Back Ore,me Pay (Call Back/Holdover Overtime Rate) x {Holdover Hours) = Holdover Overtime PaY # Call Back Is for time worked or 3 hour minimum as per cc)nb-act. B. CALCULATING OVERTIME PAY FOR TRAINING/PREVENTION & 40 HOUR EMPLOYEES 1. TO COMPUTE HOLIDAY OVERTIME PAY: Annual Base Salary + Annual "Add PSYS' 26 Pay Pedods Pay Period Salary w/'Add Pa,/s' 80 Hours per Pay Pedod Pay Pedod Salary w/'Add Pays" Dock Rate (Regular Rate) (Dod(Rate) x (1.5) - (Dock Rate) = Holiday Overtime Rata Holiday Overtime Rate) x (No. of Hot}day Hours Worked) = Holiday Overtime Pay 2. TO COMPUTE OTHER OVERTIME PAY FOR TRAINING/PREVENTION & 40 HOUR EMPLOYEES I' CALLBACK ): Annual Base Salary + Annual 'Add Pays' 26 Pay Periods = Pay Period Salary w/'Add Pays' Pay Pedod Salary w/'Add Pays" 80 Hours Per Pay Period = (Dock Rate) x (1.5} (Call Back Overtime Rate} x (Call Back Hours)~ # Call Back is [or lime worked or 3 hour minimum as per contract. Dock Rate (Reqular rate} Call Back Overtime Rate =Call Back Overtime Pay 62 APPENDIX E CALCULATING "DRAG-UP PAY" ~VACATION AND SICK LEAVE) AND VACATION LEAVE SELL BACK FOR FIRE EMPLOYEES Pursuant to the Arbitral. Ion Award of ArbitTato~ Don B. Hays, dated October 19. 1988, in AAA Car~,e No. 71 390 0187 88, Comus Chdsfi F'ire§qhters Association and Cit'v of Comus Chd$fl. the Collective Bamaininq Aqreernent ~ Waqes ovemdea the statutory calculation of payment of accrued sick leave on separation. The components of waqe$ contractually aqreed to be used in deterrnlninq the hourly rate for payment of 'draq-up pay' for ellQible accrued vacation and sick leave are al:~licable monthly baea salan/. Ionqevitv, certification and asskinrrlent Days listed in Wa(3es Article V of the Auqust 1. 2001- July 31, 2003 Collective Berqalnlncl A(3rearnent PlUS the EMS supervisory off~cers pay and the A.sslstant EMS DIrectm' Day when aDollcable and excludes an'/other pays in any other Articles of that or subsequent Aqreemenb~. The Award also requires the city to use the averaQe 54 hours per week for 24 hour shil~ employees to determine the houdy rate for dra(3-up pay. The formula below shall also be used to compute the amount paid for Vacation Leave Sell Back under Article 12 Section 8. 1. TO COMPUTE 24/48 HOUR SHirr EMPLOYEE "DRAG-UP PAY'' AND VACATION LEAVE SELL BACK HOURJ.Y RATE: (Annual Sase Salerv) + [Annual LonQevtty, ASSklnmen~, and Certification Pay) * (26 Pay Periods) x (54 hou]r~J~k') x ( 2 weeks/Day ~edod) = Houri,/Dmq Up Rate 2. TO COMPUTE 40 HO(JR EMPLOYEE "DRAG-UP PAY" AND VACATION LEAVE SELL BACK HOURLY RATE: (Annual Sase SalarY) + (Annual Lonq, evitv, A,s-sklnment-. and Ce~fication Pay) * -- Hourly Dr'aq Up Rate (26 Pay Periods) x (40 hoursh~eek) x (2 weeks/pay period) * Applicable wacie components listed in Waqes Article V, Sect.ion 1-4, in Auqust 1, 2001 - July 31, 2003 Collec~ve Bar(iainincl Acireement plus applicable EMS supervisory olficers pay and Assistant EMS Director pay as described above. 63 24 CITY COUNCIL AGENDA MEMORANDUM AGENDA ITEM: Resolution urging the Base Closure Commission to hold a hearing in the Corpus Chdsti area to personally evaluate the value of Naval Station Ingleside and to remove Naval Station Ingleside from the list of Pentagon recommendations for base closure. ISSUE: Should the Commission hold a headng to evaluate the value of Naval Station Ingleside and remove it from base closure list? RECOMMENDATION: City Council urges the 2005 BRAC commissioners to remove the Naval Station Ingleside from the list of Pentagon recommendations for base closure. REQUIRED COUNCIL ACTION: Approval and passage of the resolution. Ma~y I~ay Fi~e'her City Attomey RESOLUTION URGING THE BASE CLOSURE COMMISSION TO HOLD A HEARING IN THE CORPUS CHRISTI AREA TO PERSONALLY EVALUATE THE VALUE OF NAVAL STATION INGLESIDE AND TO REMOVE NAVAL STATION INGLESIDE FROM THE LIST OF PENTAGON RECOMMENDATIONS FOR BASE CLOSURE. WHEREAS, the 2001 attacks on the United States made all of us more familiar with the tactics of terrorists to stage bold and bloody attacks on the United States on our own soil; and WHEREAS, last year, the House of Representatives voted overwhelmingly to delay Base Realignment and Closure (BRAC), stating unequivocal concerns about the plan to re-base overseas units back in the United States, a greater need of'facilities for homeland security needs; and WHEREAS, a recent GAO report noted that the coming technology to replace current mine warfare assets is behind schedule, meaning the closure of Naval Station Ingleside forces the U.S. to go without this vital capability - or depend on our allies for such support; and WHEREAS, the Overseas Basing Commission Report repudiates the timing of this BRAC, since we are at war and our basing needs overseas depends on a number of outside dynamics. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF CORPUS CHRISTI, TEXAS, THAT: SECTION 1. The City Council strongly urges the BP, AC commissioners to hold a headng in the Corpus Chdsti area so they can personally evaluate the value of Naval Station Ingleside to the nation. SECTION 2. The City Council and the people of South Texas oppose the timing of this round of Base Closures and urges the BP, AC commissioners to do all in their considerable power to postpone the work of closing down U. S. military bases until the nation determines our global defense footprint (the set up of our worldwide defense components) and concludes the Quadrennial Defense Review due out in 2006. SECTION 3. The City Council strongly urges the 2005 BP, AC commissioners, as patriots, to remove the Naval Station Ingleside from the list of Pentagon recommendations for base closure. SECTION 4. The City Council authorizes the City Manager, or his designee, to send a copy of this resolution to U.S. House Representative Solomon P. Ortiz. SECTION 5. and approval This resolution shall become effective immediately upon its passage A'I-rEST: THE CITY OF CORPUS CHRISTI Armando Chapa City Secretary Henry Garrett Mayor APPROVED: June 14, 2005 City Attorney Corpus Chdsti, Texas of ,2005 The above resolution was passed by the following vote: Henry Garret{ Brent Chesney Melody Cooper Jerry Garcia Bill Kelly Rex A. Kinnison John E. Marez Jesse Noyola Mark Scott 25 CITY COUNCIL AGENDA MEMORANDUM I City Council Action Date: June 14, 2005 AGENDA ITEM: Resolution approving the State School Property Master Plan; authorizing the City Manager, or designee, to submit a grant application to the Texas Parks and Wildlife Department in the amount of $500,000 for planning, development and implementation of the State School Property Master Plan, with a City match of $500,000 in the Bond 2004 Fund and a total project cost of $1,000,000; providing for severance; and providing for publication. ISSUE: In 1966, the State of Texas gave the City 'license' to operate a little league baseball project and provide 'other things of a recreational nature' on 91.7 acres bordered on three sides by Airport Road, Home Road and Greenwood Drive. Currently, 51.7 acres has been developed for baseball and softball youth leagues. The undeveloped 40 acras of this property known as the "State School Property=, is identified in the 2002 Parks, Recreation and Open Spaces Master Plan as a high-priority site for a ~Youth Sports Complex' to relieve the strain and overuse of current facilities and provide this area of Corpus Christi with much needed recreational amenities. In the Bond 2004 election, the public approved $2.25 million in funding for Sports Field Improvements that includes $500,000 for the State School Property. This grant application is to request further funding through the Texas Parks and Wildlife Department Outdoor Recreation Grant for the development of the State School Youth Sports Complex, using the bond issue as a 50% cash match. REQUIRED COUNCIL ACTION: Authorization to submit an application to Texas Parks and Wildlife Department for the State School property in the amount of $500,000. PREVIOUS COUNCIL ACTION: none CONCLUSION AND RECOMMENDATION: submit grant application. Staff recommends approval of request to Sp:llr~sGaan~ikl~ Dieo.rE a~i~' Attachments: State School Master Plan - June 2005 PowerPoint Presentation State School Property Master Plan and Funding Opportunities City of Corpus Christi June 14, 2005 History 1966 State of Texas gave City "license" to operate a "Little League Baseball Project and do other things of a recreational nature" 1989 CDBG funds awarded to four youth leagues; City subleases part of tract for fields HistgQ/(C°ntinu_e_d 1999 Corpus Christi Industrial Development Corporation purchased 91.7 acre tract from State of Texas utilizing CDBG funds 2OO2 Master Plan for parks includes development of "State School Sports Complex" 2 Parks, Recreation and Open Spaces Master Plan Ten Facilities Priorities of Master Plan 1 .Soccer fields 7.Skating facilities 2.Trails 3.Picnic Pavilions 4.Playgrounds 5. Practice facilities for baseball/softball 6.Practice soccer/football fields 8.Enhanced aquatics facilities 9.Outdoor covered basketball pavilions lO.Nature habitat or nature areas 3 Site Plan ~., .~...~ . · .? '~i~.' . ~.~. · ~ ~ ~. :=~f:~..'. ; - ~, -.. ~ _~' ·., Budget Plan Development Landscape Architect Phase I Total Phase II Total Phase III Total TOTAL In-kind $1,000,000 3,981,250 1,643,750 $6,625,000 4 Parking Playground Phase I Spray water feature Recreational softball fields Walking trails Skate park Benches, tables, trash cans Site grading, sod, trees Radio airplane field Administrative costs $175,000 175,000 75,000 18,000 150,000 225,000 25,000 20,000 n/c 137,000 TOTAL $1,000,000 Phase II Parking Park lighting Detention pond Buildings (storage, maintenance) Restrooms Walking trails Skating park Amphitheater Irrigation Administrative costs TOTAL $ 525,000 250,000 15,000 150,000 150,000 157,000 225,000 950,000 700,000 859,250 $3,981,250 5 Phase III Parking Sports fields Sport fields lighting Administrative costs TOTAL $ 300,000 15,000 1,000,000 328,750 $1,643,750 Funding Opportunities Bond Program 2004 $ 500,000 Texas Parks & Wildlife Grant ('submission by 7/31/05) TOTAL 500,000 $1,000,000 6 Parks & Recreation Discover the Benet-~ts... City of Corpus Christi 3' Page 1 of 2 RESOLUTION APPROVING THE STATE SCHOOL PROPERTY MASTER PLAN; AUTHORIZING THE CITY MANAGER, OR DESIGNEE, TO SUBMIT A GRANT APPMCATION TO THE TEXAS PARKS AND WILDLIFE DEPARTMENT IN THE AMOUNT OF $500,000 FOR PLANNING, DEVELOPING, AND IMPLEMENTING THE STATE SCHOOL PROPERTY MASTER PLAN, WITH A CITY MATCH OF $500,000 IN THE BOND 2004 FUND AND A TOTAL PROJECT COST OF $1,000,000. BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF CORPUS CHRISTI, TEXAS: SECTION 1. The State SChool Property Master Plan is hereby approved. A copy of the Plan has been marked as Exhibit A, filed with the City Secretary, and is attached to and made a part of this resolution. SECTION 2. The City Manager, or designee, is authorized to submit a grant application to the Texas Parks and Wildlife Depadment In the amount of $500,000 for planning, developing, and implementing the State School Property Master Plan, with a City match of $500,000 in the Bond 2004 Fund and a total project cost of $1,000.000. SECTION 3. The City Manager, or designee, may accept, reject, agree to alter the terms and conditions of, or terminate the grant, if awarded to the City. ATTEST: CITY OF CORPUS CHRISTI Armando Chapa City Secretary 8 June 2005 Chief, Administrative Law Section Senior Assistant City Attorney For City Attorney Henry Garrett Mayor Corpus Chdsti, Texas __ day of ,2005 The above resolution was passed by the following vote: Henry Garrett. Brent Chesney Melody Cooper Jerry Garda William Kelly Rex A. Kinnison John E. Marez Jesse Noyola Mark Scott Page 2 of 2 26 CiTY COUNCIL AGENDA MEMORANDUM PRESENTATION I I AGENDA ITEM: a. Discussion of plan of work for City Council Focus Area regarding BudgetJFinance Processes and Policies. b. Presentation of F'Y05-06 General Fund STAFF PRESENTER(S): Name Title/Position Department Oscar Martinez Assistant City Manager-Administrative Services Eddie Houllhan Assistant Budget Director REQUIRED COUNCIL ACTION: No formal action is required at this time. First and second readings on budget Adoption are scheduled for July 19~ and July 26~ respectively. Assistant Budget Director Power Point Presentation X Exhibits []