Loading...
HomeMy WebLinkAbout2013-02-26 Workshop & Regular Meeting PacketCITY COUNCIL MEETING SIGN IN SHEET DATE:02 � i3 Please sign -in as a record of attendance. All persons desiring to address the council are requested to sign below and fill out an Opinion/Speaker Registration Foam. Please hand the Opinion/Speaker Registration Form to the City Secretary prior to the start of the City Council Meeting. NAME ADDRESS r� (/` �r\ J �✓1�C31� % ��{ �� !'�' P %.1(rll� /�,�ifl �i✓k-r A ��nn�i �YtC s ��� N �+ ��y;r� S� n�. 'Z� � �� _ I�.�" Y{OIIiL} HOMETOt�7N CITY OF ANNA AGENDA NOTICE -CITY COUNCIL WORKSHOP February 26, 2013 6:30 p.m. —Anna City Hall Administration Building The City Council of the City of Anna will meet in Workshop Session at 6:30 p.m., February 26, 2013, at the Anna City Hall Administration Building, located at I I I North Powell Parkway (Hwy 5), regarding the following items. 1. Call to Order 2. Roll Call and Establishment of Quorum. 3. Discussion/Update FM 455 Project. (City Manager) 4. CLOSED SESSION (EXCEPTIONS): Under Tex. Gov't Code Chapter 551, the City Council may enter into closed session to discuss any items listed or referenced on this agenda under the following exceptions, a. consult with legal counsel regarding pending or contemplated litigation and/or on matters in which the duty of the attorney to the governmental body under the Texas Disciplinary Rules of Professional Conduct of the State Bar of Texas clearly conflicts with Chapter 551 of the Government Code (Tex. Gov't Code §551.071). The council further reserves the right to enter into executive session at any time throughout any duly noticed meeting under any applicable exception to the Open Meetings Act. 5. Consider/Discuss/Action on any items listed on posted agenda for February 26, 2013 City of Anna City Council Regular Meeting or any Closed Session occurring during this Workshop, as necessary. 6. Adjourn. 1. The Council may vote and/or act upon each of the items listed in this agenda. 2. The Council reserves the right to retire into executive session concerning any of the items listed on this agenda, whenever it is considered necessary and legally justified under the Open Meeting Act. 3. Persons with a disability who want to attend this meeting who may need assistance should contact the City Secretary at 972 924- 3325 two working days prior to the meeting so that appropriate arrangements can be made. 02-26-13 CC Regular Meeting Agenda.doc ] Posted 02-22-13 This is to certify that I, Natha Wilkison, City Secretary, posted this agenda at a place readily accessible to the public at the Anna City Hall and on the City Hall bulletin board at or before 5*00 p.m., February 22, 2013. Natha Wilkison, City Secretary 1. The Council may vote and/or act upon each ofthe items listed in this agenda. 2. The Council reserves the right to retire into executive session concerning any of the items listed on this agenda, whenever it is considered necessary and legally justified tinder the Open Meeting Act. 3. Persons with a disability who want to attend this meeting who may need assistance should contact the City Secretary at 972 924- 3325 two working days prior to the meeting so that appropriate arrangements can be made. 02-26-13 CC Regular Meeting Agenda.doc 2 Posted 02-22-13 Y{OUR} FIOMETOW N CITY OF ANNA AGENDA NOTICE —CITY COUNCIL REGULAR MEETING February 26, 2013 7:30 p.m. —Anna City Hall Administration Building The City Council of the City of Anna will meet in Regular Session at 7:30 p.m., February 26, 2013, at the Anna City Hall Administration Building, located at 111 North Powell Parkway (Hwy 5), to consider the following items. Welcome to the City Cozmcil Meeting. Please sign the Sign -In -Sheet as a reco�°d of attendance. If you ivish to speak on an open -session agenda item please fill out the Opinion/Speaker Registration Form and turn it in to the City Secretary before the meeting starts. 1. Call to Order. 2. Invocation and Pledge of Allegiance. 3. Citizen comments. Citizens are allowed 3 minutes to speak. The Council is unable to respond to or discuss any issues that are brought up during this section that are not on the agenda, other than to make statements of specific factual information in response to a citizen's inquiry or to recite existing policy in response to the inquiry. 4. Receive reports from Staff or the City Council about items of community interest. Items of community interest include: expressions of thanks, congratulations, or condolence; information regarding holiday schedules; an honorary or salutary recognition of a public official, public employee, or other citizen (but not including a change in status of a person's public office or public employment); a reminder about an upcoming event organized or sponsored by the governing body; information regarding a social, ceremonial, or community event organized or sponsored by an entity other than the governing body that was attended or is scheduled to be attended by a member of the governing body or an official or employee of the municipality; and announcements involving an imminent threat to the public health and safety of people in the municipality that has arisen after the posting of the agenda. 1. The Council may vote and/or act upon each of the items listed in this agenda. 2. The Council reserves the right to retire into executive session concen�ing any of the items listed on this agenda, whenever it is considered necessary and legally justified under the Open Meeting Act. 3. Persons with a disability who want to attend this meeting who may need assistance should contact the City Secretary at 972 924- 3325 two working days prior to the meeting so that appropriate arrangements can be made. 02-26-13 CC Regular Meeting Agenda.doc 3 Posted 02-22-13 5. Consent Items. These items consist of non -controversial or "housekeeping" items required by lain. Items may be considered individually by any Council member making such request prior to a motion and vote on the Consent Items. a. Approve City Council Special Minutes of February 12, 2013. 6. Consider/Discuss/Action regarding a Resolution approving a contract and authorizing execution of same for Bid No. 12-01 PW, Water Meters. (James Parkman) 7. Consider/Discuss/Action regarding an Ordinance approving a Solid Waste Collection and Disposal Contract, and granting an exclusive Franchise for solid waste collection and disposal services. (City Manager) 8. Consider/Discuss/Action regarding a Resolution approving a contract for Franchise Fee Audit, Energy and Utility Audit, Telecommunications Audit, and other Cost Reduction Projects. (Clayton Fulton) 9. Consider/Discuss/Action regarding an Ordinance approving the City's Investment Policy. (Clayton Fulton) 10. Consider/Discuss/Action regarding a Resolution approving an Amendment to the City of Melissa - City of Anna Wastewater Service Agreement. (City Manager) 11. Consider/Discuss/Action regarding appointments to the Anna Economic Development Corporation; Anna Community Development Corporation and the Parks Advisory Board. (City Council) 12. CLOSED SESSION (EXCEPTIONS): UnderGov't Code Chapter 551, the City Council may enter into closed session to discuss any items listed or referenced on this agenda under the following exceptions: a. consult with legal counsel regarding pending or contemplated litigation and/or on matters in which the duty of the attorney to the governmental body under the Texas Disciplinary Rules of Professional Conduct of the State Bar of Texas clearly conflicts with Chapter 551 of the Government Code (Tex. Gov't Code §551.071). The council further reserves the right to enter into executive session at any time throughout any duly noticed meeting under any applicable exception to the Open Meetings Act. 1. The Council may vote and/or act upon each of the items listed in this agenda. 2. The Council reserves the right to retire into executive session concerning any of the items listed on this agenda, whenever it is considered necessary and legally justified wider the Open Meeting Act. 3. Persons with a disability who want to attend this meeting who may need assistance should contact the City Secretary at 972 924- 3325 two working days prior to the meeting so that appropriate arrangements can be made. 02-26-13 CC Regular Meeting Agenda.doc 4 Posted 02-22-13 1I Consider/Discuss/Action on any items listed on posted agenda for February 26, 2013 City of Anna Workshop Session or any closed session occurring during this Regular Meeting, as necessary. 14. Adjourn. This is to certify that I, Natha Wilkison, City Secretary, posted this agenda at a place readily accessible to the public at the Anna City Hall and on the City Hall bulletin board at or before 5000 p.m. February 22, 2013. i l�Z� �ii%Gf�CGdl1�l Natha Wilkison, City Secretary 1. The Council may vote and/or act upon each of the items listed in this agenda. 2. The Council reserves the right to retire into executive session concerning any of the items listed on this agenda, whenever it is considered necessary and legally justified under the Open Meeting Act. 3. Persons with a disability who want to attend this meeting who may need assistance should contact the City Secretary at 972 924- 3325 two working days prior to the meeting so that appropriate arrangements can be made. 02-26-13 CC Regular Meeting Agenda.doc 5 Posted 02-22-13 1 ia��},*, uti r13s�is i Council Meeting: February 26, 2013 Item No. 3 W S City Secretary's use only City of Anna City Council Agenda Staff Report Staff Contact: Philip Sanders Account Code #: N/A Date Prepared: 2-21-13 Budgeted Amount: N/A Exhibits: ❑ Yes ❑ No AGENDA SUBJECT: Discussion/Update FM 455 Project, RECOMMENDATION: Staff recommends a motion to adjourn. Rw Council Meeting: Februal;v 26, 2013 Account Code #: N/A Budgeted Amount: N/A AGENDA SUBJECT: SUMMARY: RECOMMENDATION: Ca11 to order. Item No. 1 City Secretary's use only City of Anna City Council Agenda Staff Report Staff Contact: Philip Sanders Date Prepared: 2-2113 Exhibits: ❑Yes ❑ No Council Meeting: February 26I 2013 Account Code #: N/A Item No. 2 City Secretary's use only City of Anna City Council Agenda Staff Report Staff Contact: Philip Sanders Date Prepared: 2-21-13 Budgeted Amount: N/A Exhibits: ❑Yes AGENDA SUBJECT: Invocation and Pledge of Allegiance. SUMMARY: RECOMMENDATION: ❑ No Y{OUA} IiOMETOWN Council Meeting: February 26, 2013 Account Code #: N/A Budgeted Amount: Item No. 3 City Secretary's use only City of Anna City Council Agenda Staff Report Staff Contact: Philip Sanders Date Prepared: 2-21-13 Exhibits: ❑Yes ❑ No AGENDA SUBJECT: Citizen Comments. Citizens are allola�ed 3 minutes to speak. The Council is unable to respond to or discuss any issues that are brought up during this section that are not on the agenda, other than to make statements of specific factual information in response to a citizen's inquiry or to recite existing policy in response to the inquiry. SUMMARY: RECOMMENDATION: Y{OUR} f�OMETOWN Council Meeting: February 26, 2013 Account Code #: N/A Budgeted Amount: N/A Item No. 4 City Secretary's use only City of Anna City Council Agenda Staff Report Staff Contact: Philip Sanders Date Prepared: 2-21�13 Exhibits: ❑Yes ❑ No AGENDA SUBJECT: Receive reports from Staff or the City Council about items of community interest. Items of community interest include: expressions of thanks, congratulations, or condolence; information regarding holiday schedules; an honorary or salutary recognition of a public official, public employee, or other citizen (but not including a change in status of a person's public office or public employment); a reminder° about an upcoming event organized or sponsored by the governing body; information regarding a social, ceremonial, or community event organized or sponsored by an entity other than the governing body that was attended or is scheduled to be attended by a member of the governing body or an official or employee of the municipality; and announcements involving an imminent threat to the public health and safety of people in the municipality that has arisen after the posting of the agenda. Council Meeting: February 26, 2013 Account Code #: N/A Budgeted Amount: N/A Item No..) a City Secretary's use only City of Anna City Council Agenda all Report Staff Contact: Philip Sanders Date Prepared: 2-21-13 Exhibits: ❑Yes ❑ No AGENDA SUBJECT: Consent Items. These items consist of non -controversial or 'housekeeping" items required by lams. Items may be considered individually by any Council member making such request prior to a motion and vote on the Consent Items. a. Approve City Council Regular Minutes of February 12, 2013. RECOMMENDATION: Staff recommends approval of the consent items. MINUTES OF CITY OF ANNA AGENDA NOTICE - CITY COUNCIL WORKSHOP February 125 2013 6:30 p.m. —Anna City Hall Administration Building The City Council of the City of Anna met in Workshop Session at 6:30 p.m., February 12, 2013, at the Anna City Hall Administration Building, located at I I I North Powell Parkway (Hwy 5), regarding the following items. 1. Call to Order. Mayor Mike Crist called the meeting to order at 6:30 pm. 2. Roll Call and Establishment of Quorum. Mayor Mike Crist and Council Members James T. Cook, Lauren Lovato, John Geren and Becky Glover were present. Council Members John Hopewell and Nathan Bryan were absent. Council Member Cook made the motion to enter closed session at 6:30 pm. Council Member Glover seconded the motion. Motion passes. AYE 5 NAY 0 3. CLOSED SESSION (EXCEPTIONS): Under• Tex. Gov't Code Chapter 551, the City Council may enter into closed session to discuss any items listed or referenced on this agenda under the following exceptions.0 a. consult with legal counsel regarding pending or contemplated litigation and/or on matters in which the duty of the attorney to the governmental body under the Texas Disciplinary Rules of Professional Conduct of the State Bar of Texas clearly conflicts with Chapter 551 of the Government Code (Tex. Gov't Code §551.071); anticipated litigation with John and Diane Simon and Amazing Solar Solutions, Inc. discussion regarding the GTUA Administrative Payment. b. discuss or deliberate the purchase, exchange, lease, or value of real property (Tex. Gov't Code §551.072); purchase of park land. The council further reserves the right to enter into executive session at any time throughout any duly noticed meeting under any applicable exception to the Open Meetings Act. Mayor Crist made the motion to return to open session at 7:08 pm. Council Member Cook seconded the motion. Motion passes. 02-12-13 CC Regular Meeting Minutes.doc 1 02-12-13 AYE 5 NAY 0 ABSTAIN 0 4. Co1131der/DiSCU3s/Action on any items listed on posted agenda for February 12, 2013 City of Anna City Council Regular Meeting or any Closed Session occurring during this Workshop, as necessary. Council Member Geren made the motion to take no action. Mayor Crist seconded the motion. Motion passes. AYE 5 NAY 0 ABSTAIN 0 5. Adjourn. Council Member Cook made the motion to adjourn at 7:09 pm. Council Member Geren seconded the motion. Motion passes. AYE 5 NAY 0 ABSTAIN 0 ATTEST: APPROVED: Natha Willcison, City Secretary 02-12-13 CC Regular Meeting Minutes.doc 2 Mike Crist, Mayor 02-12-13 MINUTES OF CITY OF ANNA AGENDA NOTICE —CITY COUNCIL REGULAR MEETING February 12, 2013 7*30 p.m. — Anna City Hall Administration Building The City Council of the City of Anna met in Regular Session at 7:30 p.m., February 12, 2013, at the Anna City Hall Administration Building, located at 111 North Powell Parkway (Hwy 5), to consider the following items. Welcome to the City Council Meeting. Please sign the Sign4n4heet as a record of attendance. If you wish to speak on an open -session agenda item please fill out the Opinion/Speaker Registration Form and turn it in to the City Secretary before the meeting starts. 1. Call to Order. Mayor Mike Crist called the meeting to order at 7:30 pm. 2. Invocation and Pledge of Allegiance. Mayor Mike Crist gave the invocation. 3. Citizen comments. Citizens are allowed 3 minartes to speak. The Council is unable to respond to or discuss any issues that are brought up during this section that are not on the agenda, other than to make statements of specific factual information in response to a citizen's inquiry or to recite existing policy in response to the inquiry. 4. Receive reports from Staff or the City Council about items of community interest. Items of community interest include: expressions of thanl�s, congratulations, or condolence; information regarding holiday schedules; an honorary or salutary recognition of a public official, public employee, or other citizen (but not including a change in status of a person's public office or public employment); a reminder about an upcoming event organized or sponsored by the governing body; information regarding a social, ceremonial, or community event organized or sponsored by an entity other than the governing body that was attended or is scheduled to be attended by a member of the governing body or an official or employee of the municipality., and announcements involving an imminent threat to the public health and safety of people in the municipality that has arisen after the posting of the agenda. Mayor Crist mentioned that Valentine's Day is Thursday. It was mentioned that the City Offices would be closed on Monday, February 18t" for President's Day. 02-12-13 CC Regular Meeting Minutes.doc 3 02-1243 5. Consent Items. These items consist of non -controversial or `-housekeeping" items required by law. Items may be considered individually by any Council member Working such request prior to a motion and vote on the Consent Items. a. Approve City Council Regular Minutes of January 229 2013. b. Approve City Council Special Minutes of February 2, 2013. c. Authorize the City Manager to solicit bids for Phase 1 Water Blending Project. (City Manager) d. Approve a Resolution approving an Anna Youth Sports Association (AYSA) Agreement.(City Manager) Council Member Geren made the motion to approve the consent items. Council Member Glover seconded the motion. Motion passes. AYE 5 NAY 0 6. Consider/Discuss/Action regarding a Resolution approving an agreement with the North Texas Municipal Water District. (City Manager) City Manager, Philip Sanders presented the item to council and answered questions. Mayor Crist made the motion to approve. Council Member Glover seconded the motion. Motion passes. AYE 5 NAY 0 ABSTAIN 0 7. Consider/Discuss/Action regarding a Resolution approving a contract with Water Splash. (City Manager) City Manager, Philip Sanders presented the item to council and answered questions. Council Member Glover made the motion to approve the updated contract. Council Member Cook seconded the motion. Motion passes. AYE 5 NAY 0 ABSTAIN 0 8. Consider/Discuss/Action regarding a Resolution approving 4- canopy for Slayter Creek Park. (Jessica Perkins) Jessica Perkins, Assistant to the City Manager presented the item to council and answered questions. Council Member Glover made the motion to approve. Council Member Geren seconded the motion. Motion passes. AYE 5 NAY 0 ABSTAIN 0 02-12-13 CC Regular Meeting Mimrtes.doc 4 02-12-13 9. Consider/Discuss/Action regarding a Resolution approving an Economic Development Incentive Agreement between Anna Economic Development Corporation and Nimbix, Inc. (Jessica Perkins) Jessica Perkins, Assistant to the City Manager presented the item to council and answered questions. Council Member Glover made the motion to approve. Mayor Crist seconded the motion. Motion passes. AYE 5 NAY 0 ABSTAIN 0 10. Consider/Discuss/Action regarding adopting an Ordinance authorizing the update/supplement to the Anna City Code of Ordinances to include all current amendments to the Code. (Clark McCoy) City Attorney, Clark McCoy presented the item to council and answered questions. Council Member Cook made the motion to approve. Mayor Crist seconded the motion. Motion passes. AYE 5 NAY 0 ABSTAIN 0 11. Consider/Discuss/Action regarding an Ordinance ordering a May 11, 2013 General Election for three (3) City Council Members for three (3) year terms and a joint election with Anna ISD and Collin County Community College. (City Council) Mayor Crist presented the item to council and staff answered questions. Council Member Glover made the motion to approve. Mayor Crist seconded the motion. Motion passes. AYE 5 NAY 0 ABSTAIN 0 12. Consider/Discuss/Action approving a Resolution authorizing solicitation for primary bank depository services from institutions physically located outside the municipal boundaries of the City of Anna, Texas. (Clayton Fulton) Clayton Fulton, Director of Finance presented the item to council and answered questions. Council Member Cook made the motion to approve. Mayor Crist seconded the motion. Motion passes. I�I NAY 0 ABSTAIN 0 13. Discussion regarding the availability of JAG Grants and possible projects. (Chief Jenlcs) Chief Jenks presented the item to council and answered questions. 02-12-13 CC Regular Meeting Minutes.doc 5 02-12-13 Council did not enter closed session at this time. 14. CLOSED SESSION (EXCEPTIONS): Under Tex. Gov't Code Chapter 551, the City Council may enter into closed session to discuss any items listed or referenced on this agenda under the following exceptions: a. consult with legal counsel regarding pending or contemplated litigation and/or on matters in which the duty of the attorney to the governmental body under the Texas Disciplinary Rules of Professional Conduct of the State Bar of Texas clearly conflicts with Chapter 551 of the Government Code (Tex. Gov't Code §551.071), anticipated litigation with John and Diane Simon and Amazing Solar Solutions, Inc.; discussion regarding the GTUA Administrative Payment, b. discuss or deliberate the purchase, exchange, lease, or value of real property (Tex. Gov't Code §551.072); purchase of park land. The council further reserves the right to enter into executive session at any time throughout any duly noticed meeting under any applicable exception to the Open Meetings Act. 15. Consider/Discuss/Action on any items listed on posted agenda for February 12, 2013 City of Anna Workshop Session or any closed session occurring during this Regular Meeting, as necessary. Council Member Glover made the motion to take no action. Mayor Crist seconded the motion. Motion passes. AYE 5 NAY 0 ABSTAIN 0 16. Adjourn. Council Member Cook made the motion to adjourn at 7:58 pm. Council Member Geren seconded the motion. Motion passes. AYE 5 NAY 0 ABSTAIN 0 ATTEST: APPROVED: Natha Wilkison, City Secretary Mike Crist, Mayor 02-12-13 CC Regular Meeting Mirudes.doc 6 02-12-13 Y{OUR} HO%IETOW lV Council Meeting: Februarys 26, 2013 Account Code #: 60-701-6336 Budgeted Amount: $258 165.00 Item No. 6 City Secretary's use only City of Anna City Council Agenda Staff Report Staff Contact: Philip Sanders Exhibits: ❑Yes ❑ No AGENDA SUBJECT: Consider/Discuss/Action regarding a resolution approving a contract and authorizing execution of same for Bid No. 13-01 PW, Water Meters. SUMMARY: The FY 2013 Budget includes funding to purchase auto -read water meters as part of our meter replacement program. Staff has recently solicited bids for the purchase of these meters. Sealed bids were opened at 2000 p.m. on Thursday, February 14, 2013 Texas Meter & Sewer Co. submitted the lowest bid of $172.11 per meter. Staff expects to purchase 1500 meters under this procurement. RECOMMENDATION: Staff recommends that the Council approve the attached Resolution approving a contract with Texas Meter & Sewer for Bid No. 13-01 PW, Water Meters, CITY OF ANNA, TEXAS RESOLUTION NO. A RESOLUTION OF THE CITY OF ANNA, TEXAS APPROVING A CONTRACT AND AUTHORIZING EXECUTION OF SAME FOR BID NO. 13-01 PW, WATER METERS. WHEREAS, in accordance with State Law, the City of Anna, Texas (the "City") has solicited a Request for Sealed Bids for Bid No. 13-01 PW, Water Meters; and WHEREAS, sealed bids were opened in accordance with State Law on Thursday, February 14, 2013 at 2:00 p.m.; and WHEREAS, the City Council of the City of Anna, Texas (the "City Council") may award a contract to the lowest qualified bidder; and WHEREAS, the apparent low bid was submitted by Texas Meter &Sewer Co.; NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF ANNA, TEXAS THAT: Section 1. Recitals Incorporated The recitals set forth above are incorporated herein for all purposes as if set forth in full. Section 2. Approval of Contract The City Council hereby authorizes the City Manager to execute on its behalf, a contract with Texas Meter & Sewer Co. for the purchase of water meters described in Bid No. 13-01 PW, Water Meters. PASSED AND APPROVED by the City Council of the City of Anna, Texas on this 26tn day of February 2013. APPROVED: Mike Crist, Mayor ATTEST: Natha Wilkison, City Secretary CITY OF ANNA, TEXAS RESOLUTION NO._ PAGE 1 OF 1 xcaux� xorRErowN Council Meeting: February 26, 2013a Account Code # Amount: Item No. 7 City Secretary's use only City of Anna City Council Agenda Staff Report Staff Contact: City Manager Exhibits: X Yes ❑ No AGENDA SUBJECT: Consider/Discuss/Action regarding an Ordinance approving a Solid Waste Collection and Disposal Contract, and granting an exclusive Franchise for solid waste collection and disposal services. (City Manager). SUMMARY: In 2008 the City Council approved a residential solid waste collection and disposal contract with Bradshaw and Son. In 2010, the City Council approved a commercial and industrial solid waste collection and disposal contract with Bradshaw and Son. Both of those contracts expire on August 31" this year and contain an option to renew the services for an additional five year period. The attached Solid Waste Collection and Disposal Contract combines the residential, commercial, and industrial solid waste services into a single contract with Bradshaw and Son for a five year term with a new five-year renewal option. RECOMMENDATION: Staff recommends approval of the attached Ordinance. CITY OF ANNA, TEXAS ORDINANCE NO. AN ORDINANCE OF THE CITY OF ANNA, TEXAS APPROVING A SOLID WASTE COLLECTION AND DISPOSAL CONTRACT AND GRANTING AN EXCLUSIVE FRANCHISE FOR SOLID WASTE COLLECTION AND DISPOSAL SERVICES. WHEREAS, on August 18, 2008, the City Council of the City of Anna, Texas (the "City Council") entered into a residential Solid Waste Collection Contract with Bradshaw and Son (the "Residential Contract"); and WHEREAS, on June 2, 2010, the City Council entered into a Commercial and Industrial Solid Waste Collection Contract with Bradshaw and Son (the "Commercial Contract"); and WHEREAS, both the Residential Contract and the Commercial Contract expire on August 31, 2013; and WHEREAS, both the Residential Contract and the Commercial Contract include an option for the City of Anna (the "City") to renew the contracts for an additional five years; and WHEREAS, the City Council desires to approve a new contract with Bradshaw and Son that combines the residential, commercial, and industrial solid waste collection and disposal services into a single solid waste collection and disposal contract; NOW THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF ANNA, TEXAS THAT: Section 1. Recitals Incorporated The recitals set forth above are incorporated herein for all purposes as if set forth in full. Section 2. Approval of Contract The City Council hereby approves the Solid Waste Collection and Disposal Contract (the "Contract"), attached hereto as Exhibit 1, and authorizes, ratifies and approves the City Manager's execution of same. The City Manager is hereby authorized to execute all documents and to take all other actions necessary to finalize, act under, and enforce the Contract. Section 3. Franchise Granted The City Council hereby grants an exclusive Franchise to Bradshaw and Son to provide the solid waste collection and disposal services described in the Contract, within the CITY OF ANNA, TEXAS ORDINANCE NO._ PAGE 1 OF 2 City of Anna city limits for the duration of the Contract, unless terminated sooner thereunder. PASSED AND APPROVED by the City Council of the City of Anna, Texas on this 26tn day of February, 2013. APPROVED: Mike Crist, Mayor ATTEST: Natha Wilkison, City Secretary CITY OF ANNA, TEXAS ORDINANCE NO._ PAGE 2 OF 2 SOLID WASTE COLLECTION AND DISPOSAL CONTRACT THIS SOLID WASTE COLLECTION AND DISPOSAL CONTRACT (this "Contract") for collection and disposal is made and entered into this day of , 2013, by and between the CITY OF ANNA, TEXAS, a home -rule municipality (the "City"), and JOE W. BRADSHAW, an individual, doing business as "Bradshaw & Son Trash Service" (the "Contractor"). 1.00. DEFINITIONS 1.01 Apartment Complex: A multi -family residential development with more than four residential living units. 1.02 Bulky Waste: As relates to collection of Waste from Residential and Commercial Hand Collect Units only, items such as stoves, water tanks, appliances/white goods, furniture, Construction Debris and other Waste in weights or volumes greater than those allowed for Polycarts, but not including Dead Animals, Unacceptable Waste, or Stable Matter. 1.03 Bundle: Tree, shrub and brush trimmings or newspapers and magazines securely tied together forming an easily handled package not exceeding four feet in length, and 50 lbs. in weight. No tree trunks or limbs in excess of six inches in diameter. 1.04 Cam: The City of Anna, Texas 1.05 Commercial Hand Collect Unit: A retail or light commercial type of business, which generates no more than one cubic yard of Refuse per week. 1.06 Commercial Hand Collect Customer: An occupant or owner of a Commercial Hand Collect Unit located within the Contract Area. 1.07 Commercial or Industrial Unit: Any Apartment Complex and all commercial and/or industrial businesses and establishments, including, but not limited to, stores, offices, restaurants, warehouses, and manufacturing facilities, premises, locations or entities, public or private, within the corporate limits of the City and not a Residential Unit or Commercial Hand Collect Unit. 1.08 Commercial or Industrial Customer: An occupant or owner of a Commercial or Industrial Unit located within the Contract Area. 1.09 Commoditv: Material that can be sold in a spot or future market for processing and use or reuse. 1.10 Commodity Buyer: A buyer or processor selected by Contractor —pursuant to the terms of this Contract —of Recyclable Materials delivered by Contractor. 1.11 Complaint: A communication from a Customer concerning service, which upon investigation by Contractor or the City, is determined to be correct and shall prompt some action by Contractor or the City as determined under this Contract. 1.12 Construction Debris: Waste building materials resulting from construction, remodeling, repair, or demolition operations. 1.13 Contract Documents: This Contract and the Performance Bond. SOLID WASTE COLLECTION AND DISPOSAL CONTRACT Page 1 of 17 Contractor's Initials 1.14 Contract Area: The area within the corporate boundaries of the City at any given time during the term of this Contract. 1.15 Customer: An occupant or owner of a Residential Unit, Commercial Hand Collect Unit, or Commercial or Industrial Unit located within the Contract Area. 1.16 Disposal site: See Landfill (Sanitary). 1.17 Dumpster: Metal receptacle designed to be lifted and emptied mechanically for use only at Commercial or Industrial Units. 1.18 Employee: Any full-time or part-time employee of Contractor. 1.19 Garbage: Any and all dead animals of less than 10 lbs. in weight, except those slaughtered for human consumption; every accumulation of waste (animal, vegetable and/or other matter that results from the preparation, processing, consumption, dealing in, handling, packing, canning, storage, transportation, decay or decomposition of meats, fish, fowl, birds, fruits, grains or other animal or vegetable matter (including, but not by way of limitation, used tin cans and other food containers; and all putrescible or easily decomposable waste animal or vegetable matter which is likely to attract flies or rodents); except (in all cases) any matter included in the definition of Construction Debris, Dead Animals, Hazardous Waste, Rubbish or Stable Matter. 1.20 Hazardous Waste: Solid Wastes regulated as hazardous under the Resource Conservation and Recovery Act, 42 U.S.C. Section 1002, et seq., as amended, or regulated as toxic under the Toxic Substances Control Act or, 15 U.S.C.A, Section 2601 et seq., as amended, regulations promulgated hereunder or applicable state law or City ordinances concerning the regulation of hazardous or toxic wastes. 1.21 Landfill (Sanitary): A lawfully permitted sanitary Landfill of the Contractor's selection. 1.22 Polycart (when used alone): Trash and Recyclables Polycarts, collectively. 1.23 Recyclable Materials: Commodities collected by Contractor pursuant to this Contract, which can be sold in a spot or future market for processing and use or reuse including, but not limited to, newsprint, magazines, plastic (PET and HDPE) bottles, glass containers, aluminum cans and metal (tin) cans. Items may be added or deleted with mutual consent of Contractor and City. 1.24 Recyclables Polycart: Arubber-wheeled receptacle with a maximum capacity of 65 gallons constructed of plastic, metal and/or fiberglass, designed for automated or automated Solid Solid Waste/Recyclable Materials collection systems, and having a tight -fitting lid capable of preventing entrance into the container by small animals. The weight of such Recyclables Polycart and its contents shall not exceed 175 lbs. Polycarts will be provided to each Commercial or Industrial Unit, with ownership retained by Contractor. 1.25 Refuse: Garbage, Rubbish, Solid Waste, Construction Debris and Stable Matter generated by a Customer at a Residential Unit, a Commercial Hand Collect Unit, or a Commercial or Industrial Unit, other than Unacceptable Waste, or other materials prohibited from collection or disposal under this Contract by federal or state laws or regulations. 1.26 Residential Unit: A single family residential dwelling or multi -family development consisting of up to four residential dwelling units, but not including an Apartment Complex. Each mobile or manufactured home located in a mobile or manufactured SOLID WASTE COLLECTION AND DISPOSAL CONTRACT Page 2 of 17 Contractor's Initials home park, and each residential dwelling unit in a multi -family development other than an Apartment Complex, shall be treated as a separate Residential Unit. A Residential Unit shall be deemed occupied when either water or domestic light and power services are being supplied to the dwelling or dwelling unit. 1.27 Residential Customer: An occupant or owner of a Residential Unit located within the Contract Area. 1.28 Roll -off Bin: Containers provided to Customers by Contractor measuring 20 cubic yards, 30 cubic yards, or 40 cubic yards —intended for high -volume Refuse generating Customers —capable of pickup and transport to Landfill by loading of container onto rear of transporting vehicle. 1.29 Rubbish: All Waste, wood, wood products, yard trimmings, tree trimmings, grass cuttings, dead plants, weeds, leaves, dead trees or branches thereof, chips, shavings, sawdust, excelsior, printed matter, paper, pasteboard, rags, cartons, straw, rubber, plastics, used and discarded furniture, used and discarded clothing, used and discarded shoes and boots, combustible Waste pulp and other products such as are used for packaging or wrapping, tin cans, aluminum cans, crockery and glass, ashes, cinders, floor sweeping, glass mineral or metallic substances, and any and all other Waste materials not included in the definition of Bulky Waste, Construction Debris, Garbage, Unacceptable Waste or Stable Matter. 1.30 Special Waste: Special waste as defined in Title 30 Texas Administrative Code Chapter 330, Section 330.3, as amended. 1.31 Solid Waste: Any Garbage, Rubbish, Refuse, Construction Debris, Stable Matter and other Waste that Contractor is required to collect under this Contract, including but not limited to sludge from a wastewater treatment plant, water supply treatment plant, or air pollution control facility, and other discarded material, including solid, liquid, semi -solid, or contained gaseous material resulting from industrial, municipal, commercial, mining, and agricultural operations and from community and institutional activities. The term does not include: (A) solid or dissolved material in domestic sewage, or solid or dissolved material in irrigation return flows, or industrial discharges subject to regulation by permit issued under the Water Code, Chapter 26; (B) soil, dirt, rock, sand, and other natural or man-made inert solid materials used to fill land if the object of the fill is to make the land suitable for the construction of surface improvements; or (C) Unacceptable Waste. 1.32 Subcontractor: any person or entity that performs any of the work that is the subject of this Contract who is not an Employee of Contractor. 1.33 Stable Matter: All manure and other waste matter normally accumulated in or about a stable, or any animal, livestock or poultry enclosure, and resulting from the keeping of animals, poultry, or livestock. 1.34 Trash Polycart: Arubber-wheeled receptacle with a maximum capacity of 95 gallons constructed of plastic, metal and/or fiberglass, designed for automated or semi - automated Solid Waste collection systems, and having a tight fitting lid capable of preventing entrance into the container by small animals. The weight of a Polycart and its SOLID WASTE COLLECTION AND DISPOSAL CONTRACT Page 3 of 17 Contractor's Initials contents shall not exceed 175 lbs. Trash Polycarts will be provided to each Residential Unit and Commercial Hand Collect Unit, with ownership retained by Contractor. 1.35 Waste: Refuse that is lawfully placed for collection at: Residential Units, Commercial or Industrial Units, Commercial Hand Collect Units, or other buildings or premises where Refuse accumulates. 1.36 Unacceptable Waste: Any and all waste, including but not limited to, Hazardous Waste, Class 1 industrial nonhazardous Special Waste (except pursuant to a Special Waste agreement), and untreated Medical Waste, the acceptance and handling of which by Contractor would cause a violation of any permit condition, legal or regulatory requirement, substantial damage to Contractor's equipment or facilities, or present a substantial danger to the health or safety of the public or Contractor's employees. 2.00. SCOPE OF WORK As described in more detail in this Contract, the Contractor shall provide, in a good workmanlike manner, the services called for and described herein which shall consist of all supervision, equipment, labor, and all other items necessary to provide the City with Solid Waste collection, removal and disposal and to complete said work in accordance with this Contract. 3.00 TYPES OF COLLECTION 3.01 Solid Waste Collection from Residential Units and Commercial Hand Collect Units: The Contractor shall provide semi -automated collection service to all Residential Customers and Commercial Hand Collect Customers for the collection of all Waste properly placed in Trash Polycarts every Tuesday or other designated collection day as agreed to by City and Contractor. In addition, Contractor shall collect a maximum of two of any combination of smaller Bulky Waste items (where the horizontal and vertical dimensions of the item do not exceed four feet in any direction, and the weight is less than 50 lbs.) or Bundles during the regular Tuesday pick-up and any other designated pick-up day. Trash Polycarts and any smaller Bulky Waste items or Bundles shall be placed at curbside by 7:00 A.M. on the designated collection day. On the first regular pick-up day for Solid Waste following Christmas Day, Contractor shall collect up to four smaller Bulky Waste items (as defined in this paragraph) and up to six additional securely tied trash bags not exceeding 45 gallons each placed at the curb next to the Trash Polycart. In addition, Contractor shall provide free to each Residential and Commercial Hand Collect Customer, collection of live Christmas trees during the two -week period following Christmas Day. Collection of live Christmas trees shall occur on two separate designated collection days, once between Christmas Day and New Year's Day, and once following New Year's Day during the first week of January. 3.02 Recyclable Collection from Residential Units and Commercial Hand Collect Units: The Contractor shall provide semi -automated collection service to all Residential Customers and Commercial Hand Collect Customers, for the collection of all Recyclable Materials placed in a Recyclables Polycart every Friday or other designated collection day as agreed to by City and Contractor. Recyclables Polycarts shall be placed at curbside by 7:00 A.M. on the designated collection day. Customers are not required to separate Recyclable Materials by type of material; therefore, Recyclable Materials may be co -mingled with other Recyclable Materials. On the first regular pick-up day for Recyclable Material following Christmas Day, Contractor shall collect collapsed cardboard boxes placed at the curb next to the Recyclable Polycart. The number of boxes shall not exceed an amount normally expected for a typical Residential or Commercial Hand Collect Customer, 3.03 Bulky Waste Collection: The Contractor shall, at no additional cost, provide for the collection of Bulky Waste not exceeding 2 cubic yards from Residential Customers and SOLID WASTE COLLECTION AND DISPOSAL CONTRACT Page 4 of 17 Contractor's Initials Commercial Hand Collect Customers once per month on the third Friday of each month or on a designated day agreed to by City and Contractor. For an amount of Bulky Waste material that exceeds this rough dimension, a Customer shall call the offices of Contractor to receive a quotation for the removal of a larger quantity. Bulky Waste item pickup is included in this Contract rate unless the items are business related or building materials. Refrigerators and air conditioning units must be serviced and tagged by a registered technician for removal of Freon before pickup. 3.04 Commercial.. and Industrial Dumpster Collection: Contractor shall provide automated collection service to all Commercial and Industrial Customers for the collection of all Waste properly placed in Dumpsters. Collections shall occur the minimum number of times and by the size of Dumpster required by each Customer at the rates set forth in this Contract. Most Dumpsters are required to be enclosed in a Dumpster enclosure with a minimum 10400t clear opening. The Contractor is required to close and secure the doors to all Dumpster enclosures after replacing the Dumpster. 3.05 Commercial Roll -off Bin Collection: Roll -off Bins at the size requested by the Customer shall be rented to and picked up on request of the Customer and shall be billed for each pickup in addition to a monthly rental charge (said rental charge to be calculated daily) at the rates set forth in this Contract. 4.00 OTHER SERVICES PROVIDED BY CONTRACTOR 4.01 Sludge Removal: Contractor shall supply at no rental costa 20 cubic yard Roll -Off Bin to a location specified by the City for Waste Water Sludge from City's water treatment plant (20 cubic yard roll off container). As to said Rolkoff Bin, City will pay $150.00 per pickup, plus $32 per ton disposal fee. Pick up shall be on an as -needed basis as often as specified by the City. 4.02 Solid Waste Collection at Community Events: Contractor shall provide, at no cost to the City, Waste containers, collection, and disposal services for all City -sponsored or endorsed special special events that take place in the Contract Area (i.e., July 4`h celebration, parades, festivals, etc.). The number and placement of Waste containers shall be coordinated with the City. Contractor shall further provide, at no cost to the City, three 30 cubic yard Rolkoff Bins twice each year for a City sponsored clean-up event. Collection and disposal of said Roll -off Bins shall be provided by Contractor at no cost to the City. 4.03 Solid Waste Collection and Disposal for City Projects: Up to five times per year, Contractor shall provide, at no cost to the City, a single 30 cubic yard Roll -off Bin for the purpose of collecting Solid Waste or Construction Debris from City projects. A total of five disposal pick-ups per year of said Rolkoff Bins shall be provided by Contractor at no cost to the City. 4.04 Storm Debris Collection and Disposal: In the event of a natural disaster, or other act of God, as determined by the City, the Contractor shall have 12 hours to provide to the City the types and amounts of resources available to be immediately deployed in response to such an incident. At a minimum, the Contractor shall be required to provide four (4) 30- yard Roll -off Bins, emptied and returned two (2) times per day for a minimum of 5 days. Additionally, the Contractor will collect up to two (2) cubic yards of Bulky Waste per Residential Unit weekly for a minimum of four (4) consecutive weeks. All Storm Debris Collection and Disposal services shall be provided at no cost to the City. 4.05 Solid Waste Collection at City Facilities: Contractor shall provide, at no cost to the City, Waste collection, Dumpsters with locks (and/or Polycarts) of the size and type indicated below at the following locations: SOLID WASTE COLLECTION AND DISPOSAL CONTRACT Page 5 of 17 Contractor's Initials NAME CURRENT LOCATION TYPE NUMBER OF PICKUPS City Administration 111 N. Powell Pkw . 2 d.* once per week* *Police/Municipal Annex Building 101 S. Powell Pkwy. 2 yd.* once per week* Public Works Bldg. 3223 N. Powell Pkw . 6 yd, once per week Fire Station 305 S. Powell Parkway 2 d.* twice per week* Natural Springs Park 1201 W. White Street 2 yd. once per week Sla ter Creek Park 425 W. Rosemond Pkw . 4 yd. once per week Sherely Park 101 S. Sherely 2 yd. twice per week Johnson Park 504 FM 2662 North 1 2 yd. I twice per week * In lieu of Dumpster, City may elect Polycarts with comparable volume to be collected twice per week per the Residential and Commercial Hand Collect Trash Collection service. 4.06 Solid Waste Collection at Churches: Contractor shall provide free collection and disposal of a single Trash Polycart and a single Recyclables Polycart for all churches in the Contract Area, 4.07 Service to Disabled and Elderly Residential Customers: Notwithstanding anything to the contrary contained herein, Contractor agrees to assist physically disabled and elderly Residential Customers with the curb -side collection of their Solid Waste and Recyclable Material; provided that Contractor receives prior written notice from the Customer or the City of such special need. The City shall make the final determination as to the eligibility of a Residential Customer to qualify for this service. 5.00. COLLECTION OPERATION 5.01 Hours of Operation: The Contractor will determine hours of operation subject to the following: 1) In residential areas or locations immediately adjacent to residential areas, collection of Solid Waste shall begin no earlier than 7:00 a.m. and shall generally not extend beyond 7:00 p.m.; 2) There shall be no Solid Waste collection on Sunday without prior written approval of the City. 5.02 Hours of Disposal: Contractor shall dispose of waste within the operating hours of the Landfill. 5.03 Routes of Collection: Collection routes shall be established by the Contractor as approved by the City. The City shall be provided route collection maps and container locations, and shall make final determinations regarding routes and has the right to reject and request modification of routes, and updates on routes of Contractor. Contractor may submit proposals changing the collection routes and/or changing the collection days to the City for its prior approval, which approval shall not be unreasonably withheld. Upon City approval, Contractor shall promptly give advance written notice to the affected Customers of any substantive changes. 5.04 Holidays: The following shall be holidays for purposes of this Contract: New Year's Day Memorial Day Independence Day Labor Day Thanksgiving Day Christmas Eve SOLID WASTE COLLECTION AND DISPOSAL CONTRACT Page 6 of 17 Contractor's Initials Christmas Day Contractor may decide to observe any or all of the above -mentioned holidays by suspension or collection service on the holiday, but the Contractor must meet its obligation as required. Make-up days shall be the business day prior to or following the holiday or another day agreed to by City and Contractor. Not later than December 1st of each year, Contractor shall submit its request for suspension of service for the coming year. 5.05 Office: The Contractor shall maintain an office or such other facilities through which it can be contacted. It shall be equipped with sufficient telephones and shall have a responsible person in charge from 8:00 A.M. to 5:00 P.M., Monday through Friday. 5.06 Complaints: (a) The Contractor, at its expense, will provide a telephone answering service from 8:00 A.M. until 5:00 P.M. daily, Monday through Friday, excluding such Holidays as may be approved under this Contract, for the purpose of handling complaints and other calls regarding Solid Waste collection service provided by the Contractor. The Contractor will secure an annual listing in the local phone directory with coverage of Anna, under the name by which it conducts business in the community. All complaints can be made directly to the Contractor and shall be given prompt and courteous attention. In the case of alleged missed scheduled collections, the Contractor shall investigate and if such allegations are verified, shall arrange for the collection of the Solid Waste not collected within 24 hours after the complaint is received. (b) The Contractor will check with City Hall during the collection day and at the conclusion of the collection day to address any complaints. 5.07 Collection -Equipment: (a) Contractor, at its sole cost and expense, agrees to furnish, all trucks, equipment, machinesI and labor which are reasonably necessary to adequately, efficiently, and properly collect and transport Solid Waste from accounts serviced by Contractor in accordance with this Contract. Collection of Solid Waste shall be made using sealed packer -type trucks, and such equipment shall not be allowed to leak nor scatter any waste within the limits of the City nor while in route to the Disposal site, where such accumulation shall be dumped. Contractor shall, if necessary, hand -clean all spillage resulting from its Solid Waste and Recyclable Materials collection activities. (b) Due to street size variations in the City, the Contractor will need to provide equipment that will accommodate such public streets and alleys. The Contractor will utilize lighter -capacity single -axle automated collection trucks (not larger than 20-yard capacity) on all public streets and alleys and in any other areas identified by the City and Contractor as likely to be damaged by the use of heavier Solid Waste hauling equipment (i.e., on asphalt or seal coat paved streets and parking areas). The City shall make the final decision as to whether an area is likely to be damaged by the use of heavier Solid Waste hauling equipment. (c) All motor vehicles used in performance of the obligations herein created shall be clearly marked with the Contractor's name, telephone number and unit number legible from 150 feet. No advertising shall be permitted on vehicles. All collection equipment shall be maintained in a first class, safe, and efficient working condition SOLID WASTE COLLECTION AND DISPOSAL CONTRACT Page 7 of 17 Contractor's Initials throughout the term of this Contract. Such vehicles shall be maintained and painted as often as necessary to preserve and present a well -kept appearance, and shall adhere to a regular preventative maintenance program. The City may inspect Contractor's vehicles at any time to insure compliance of equipment with this Contract, or require an equipment replacement schedule to be submitted to City. Vehicles are to be washed on the inside and sanitized with a suitable disinfectant and deodorant a minimum of once a month. Such vehicles shall be washed and painted or repainted as often as necessary to keep them in a neat and sanitary condition. 5.08 Disposal: Except for Recyclable Material collected from Recyclables Polycarts, Contractor shall deliver all Solid Waste collected under this Contract to a Licensed Sanitary Landfill operated in compliance with rules adopted by the TCEQ and/or the USEPA. Contractor shall deliver Recyclable Material collected from Recyclables Polycarts to a processing site, which must have established Commodity Buyers or markets for the Recyclable Material, The Contractor shall be required to identify the processors of the Recyclable Material upon request by the City. Recyclable Materials collected for the purpose of recycling may not be deposited in any Landfill. The Contractor shall further meet the following requirements: (a) No later than December 31 each year, Contractor shall submit a list of the landfills) it has utilized in the previous year, and the landfill(s) it intends to utilize for the coming year. (b) In the event a collection of Recyclable Materials is rejected at the processing site due to excessive contamination, Contractor shall immediately notify the City of such occurrence. 5.09 Spillage: The Contractor shall be responsible for all spilled or scattered Solid Waste or Recyclable Materials (collectively, "Spillage") caused in whole or in part by its acts or those of any of its Employees or Subcontractors, in which case all Spillage shall be picked up and cleaned immediately by the Contractor. Contractor will not be required to clean up or collect Spillage not caused by the acts of its Employees or Subcontractors, but shall report the location of such Spillage to the Anna City Hall so that proper notice can be given to the Customer at the premises to prevent Spillage. Notwithstanding the foregoing, Contractor shall pick up Spillage or excess Solid Waste from Commercial and Industrial Customers after the Customer reloads the container if overfilled by the Customer. In such cases, Contractor shall be entitled to an extra collection charge for each reloading of a Dumpster or Rolkoff Bin requiring an extra collection. Should such spillage continue to occur at Commercial and Industrial Customer locations, City shall require the Customer and Contractor to increase the frequency of collection of the Customer's Solid Waste or require the Customer to utilize a Dumpster or Roll -off Bin with a larger capacity, and the Contractor shall be compensated for such additional services in accordance with the rates set forth in this Contract. City agrees to require and Contractor agrees to supply additional Polycarts at Residential Units and Commercial Hand Collect Units which regularly generate Solid Waste in excess of what can be contained in their existing Polycart(s). Customers must pay an additional amount as outlined in this Contract for additional Polycarts. 5.10 Vicious Animals: Employees of the Contractor shall not be required to expose themselves to the dangers of vicious animals in order to accomplish Solid Waste collection in any case where the owner or tenants have animals at large, but the Contractor shall immediately notify the City, in writing, of such condition and of Contractor's inability to make collection. SOLID WASTE COLLECTION AND DISPOSAL CONTRACT Page 8 of 17 Contractor's Initials 5.11 Hazardous Waste: Contractor shall not be obligated to collect Hazardous Waste, including refrigeration appliances that have not had CFC's removed by a certified technician, tires, automobile/vehicle batteries, petroleum products, paints and other chemicals and solvents identified as hazardous by the U.S. Environmental Protection Agency, 5.12 Protection From Scattering: Each vehicle shall be equipped with a cover which may be net with mesh not greater than 1-1/2 inches, or tarpaulin, or fully enclosed metal top to prevent leakage, blowing or scattering of Solid Waste or Recyclable Materials onto public or private property. Such cover shall be kept in good order and used to cover the load going to and from the Landfill, during loading operations, or when parked if contents are likely to be scattered. Vehicles shall not be overloaded so as to scatter Solid Waste or Recyclable Materials; however, if Solid Waste or Recyclable Materials are scattered from Contractor's vehicle for any reason, it shall be picked up immediately by the Contractor. Each vehicle shall be equipped with a fork, broom and shovel for this purpose. 5.13 Number of Collections: The collection and removal of Solid Waste from premises used for commercial, institutional, or industrial purposes shall be made as often as necessary in order to maintain the premises free of such accumulations. Solid Waste shall be collected not less than one time each week, except for Roll -off Bins which shall not be subject to this provision so long as they are used solely for brush and dry Solid Waste. Materials in Recyclables Polycarts shall be collected and disposed of weekly. 5.14 Location of Polvcarts, Bundles, and Bulkv Waste Items for Residential and Commercial Hand Collect Collection: Contractor shall collect each Polycart, Bundle, or Bulky Waste item from Residential and Commercial Hand Collect Customers that is placed at curbside for collection in accordance with this Contract and the ordinances and regulations adopted or promulgated by the City. Curbside refers to that portion of right of way adjacent to public roadways, regardless of the type of road surface or whether the road is curb and gutter. Each Polycart, Bundle, or Bulky Waste item shall be placed in an accessible, outdoor location on a hard surface according to the individual agreement. The Contractor may decline to collect such materials not so placed. 5.15 Collection Containers Responsibility of Contractor: The type and quality of Solid Waste collection containers that Contractor provides under this Contract (including Polycarts, Dumpsters, and Roll -off Bins) shall (consistent with this Contract) be of the same or better type and quality of Solid Waste collection containers provided by the Contractor under the immediately preceding Solid Waste Collection Contract, attached hereto as Exhibit A, and the Commercial and Industrial Solid Waste Collection and Disposal Contract, attached hereto as Exhibit B. Prior to changing the manufacturer or types of Solid Waste collection containers that Contractor is required to provide under this Contract, Contractor shall submit to City for City's sole approval, the proposed manufacturer's information, photographs, and any other information required by the City, of the collection and disposal equipment that is proposed to be used and/or provided by Contractor under this Contract, including Polycarts, Dumpsters, and Roll -off Bins of the various sizes and types that will be used to fulfill the requirements of this Contract. The Contractor shall further meet the following requirements: a. Contractor shall provide each Residential and Commercial Hand Collect Customer a single 95 gallon Trash Polycart and a single 65 gallon Recyclables Polycart. Each Polycart shall be branded with the name of Contractor's business and a unique identifying number. Trash Polycarts and Recyclables Polycarts shall be different colors approved by the City. b. Contractor shall provide each Commercial and Industrial Customer Dumpsters) and/or Roll -off Bins) which are reasonably necessary to adequately, efficiently, and SOLID WASTE COLLECTION AND DISPOSAL CONTRACT Page 9 of 17 Contractor's Initials properly collect Solid Waste from Customers serviced by Contractor in accordance with this Contract. c. Contractor shall be responsible for replacing Customer PolycartsI Dumpsters and Roll -off Bins that are stolen or become damaged through normal use. All commercial and industrial containers shall be in good repair, with the name of Contractor's business and phone number clearly identifiable on the container. 5.16 Personnel: All Contractor personnel shall be competent and skilled in the performance of the work to which they are assigned. The Contractor shall establish and maintain criteria for the hiring and performance of its personnel to monitor the competency and skill of its Employees 6.00 LICENSE AND TAXES The Contractor shall obtain all licenses and permits and promptly pay all taxes required by the City and the State. 6.00 INDEMNITY It is expressly understood and agreed that the City has no right of control, supervision, or direction over any work performed by the Contractor, its agents, employees, subcontractors or Customers, nor does the City have any control, supervision or direction of the means, methods, sequences, procedures, and/or techniques utilized to complete such work. There shall be no joint control over any such work. CONTRACTOR AGREES TO INDEMNIFY DEFEND AND HOLD HARMLESS THE CITY, AND ITS OFFICIALS, OFFICERS, AND EMPLOYEES FROM AND AGAINST ANY AND ALL SUITS, ACTIONS, LEGAL PROCEEDINGS, CLAIMS, DEMANDS, DAMAGES, COSTS, EXPENSES, AND ATTORNEYS FEES AND RELATED EXPENSES ARISING OUT OF ANY WILLFUL OR NEGLIGENT ACTS OR OMISSIONS INCIDENT TO ANY WORK OF THE CONTRACTOR. THE CITY SHALL NOT BE RESPONSIBLE FOR ANY NEGLIGENCE, GROSS NEGLIGENCE, BREACH OF CONTRACT, INTENTIONAL CONDUCT, VIOLATION OF STATUTE OR COMMON LAW, BREACH OF WARRANTY PRODUCT DEFECT OR ANY OTHER CONDUCT WHATSOEVER OF CONTRACTOR, OR ANY OF ITS AGENTS, EMPLOYEES, OR CUSTOMERS. THE INDEMNITY HEREIN IS SPECIFICALLY INTENDED TO OPERATE AND BE APPLICABLE IF IT IS ALLEGED OR PROVED THAT ALL OR SOME OF THE DAMAGES BEING SOUGHT WERE CAUSED IN WHOLE OR IN PART BY ANY ACT, OMISSION, NEGLIGENCE, GROSS NEGLIGENCE, BREACH OF CONTRACT, INTENTIONAL CONDUCT, VIOLATION OF STATUTE OR COMMON LAW, OR ANY OTHER CONDUCT WHATSOEVER BY THE CITY, OR ITS OFFICIALS, OFFICERS, OR EMPLOYEES. 7.00 INSURANCE The Contractor shall secure and maintain at its sole cost throughout the duration of this Contract, insurance issued by a carriers) authorized to do business in Texas, of such types and in the amounts specified herein to protect Contractor and the interests of the City against all hazards or risks of loss as hereinafter specified with the City named as additional insured on all policies. Contractor shall procure and maintain for the duration of this Contract insurance against claims for injuries to persons or damages to property, which may arise from or in conjunction with the performance of the work hereunder by Contractor, or the Contractor's agents, representatives, Employees, or Subcontractors. The form and limits of such insurance, together with the underwriter thereof in each case, must be acceptable to the City but regardless of such SOLID WASTE COLLECTION AND DISPOSAL CONTRACT Page 10 of 17 Contractor's Initials acceptance it shall be the responsibility of Contractor to maintain adequate insurance coverage at all times. Failure of Contractor to maintain adequate coverage shall not relieve Contractor of any contractual responsibility or obligation. Each policy shall provide that there will be no cancellation or alteration or modification that reduces coverage in any way prior to 30 days written notice being given to the City. A copy of each policy, or at the City's discretion, a certificate of insurance, shall be filed with the City Secretary's office. Minimum levels of insurance are required to be kept as follows: Minimum Limits of Insurance: Type Coverage Per Occurrence Aggregate Minimum Minimum Workers Compensation As required by law and shall As required by law. cover all employees including drivers. Comprehensive General $1,000,000 $1,000,000 Liability Property Damage $1,000,000 $1,000,000 Comprehensive Auto Liability $1,000,000 $1,000,000 Bodily Injury Comprehensive Auto Liability- $500,000 $1,000,000 Property Damage Umbrella Policy $5,000,000 $5,000,000 For the purpose of securing the performance of Contractor's obligations hereunder, Contractor shall obtain a corporate surety bond in the amount of $250,000.00, which shall guarantee its performance under this Contract during the entire five-year term of this Contract. All premiums due on such bond shall be paid by Contractor. At the City 's request, Contractor shall provide a copy of such bond along with a certificate from the surety of such bond stating that all premiums due on the bond have been paid in full. The surety on the bond shall be a duly authorized corporate surety authorized to do business in the state of Texas. All bonds shall be issued by a Best -rated bonding company. Contractor must give the City at least 30-days notice if it has any reason to believe that the bond may be cancelled, revoked or modified in any manner. The bond itself must state as follows: "The surety will provide the City of Anna at least 30 days notice before this bond is cancelled, revoked or modified in any manner." 9.00 ADJUDICATION AND NOTICE PROCEDURES 9.01 Contractor must deliver written notice to City within three calendar days of any act, occurrence or event giving rise to any claim, dispute or controversy between Contractor and City. 9.02 Contractor must also deliver within 25 days of any such act, occurrence or event giving rise to any claim, dispute or controversy between Contractor and City, a detailed written specification of such claim, dispute or controversy and the particular alleged damages associated with such claim, dispute or controversy with supporting documentation. 9.03 After these notices are made by Contractor, the parties agree to attempt to resolve the claim, dispute or controversy by mediation with a mediator selected by the City. Mediation shall occur wn 30 days of the 25-day notice, and the costs of mediation will be shared equally by the parties. SOLID WASTE COLLECTION AND DISPOSAL CONTRACT Page 11 of 17 Contractor's Initials 9.04 Strict adherence to these adjudication and notice requirements shall be a condition precedent to Contractor filing a claim, suit, or any cause of action which has as its basis any such act, occurrence or event giving rise to any claim, dispute or controversy between Contractor and City. The failure by Contractor to follow the adjudication and notice procedures precisely as set forth in this provision and this Contract shall act and operate as a waiver and complete bar to any recovery for such claim, dispute or controversy, and the Contractor shall be barred from making any such filing and shall not be entitled to any damages regarding such claim, dispute or controversy regarding such claim, dispute or controversy. 10.00 TRANSFERABILITY OF CONTRACT No assignment of the Contract or any right accruing under the Contract shall be made in whole or in part by the Contractor without the express written consent of the City. In the assignment, the assignee shall assume the full obligations and liability of the Contractor. The City reserves the exclusive right to determine the competence and responsibility of any such proposed assignee. 11.00 OWNERSHIP Title to Solid Waste and Recyclable Material shall pass to Contractor when placed in Contractor's collection vehicle, removed by Contractor from a Bin, Polycart, or Dumpster, or removed by Contractor from the Customer's premises, whichever last occurs. This does not in any manner excuse Contractor from the obligation to dispose of all Solid Waste at a land fill and deposit all Recyclable Material at a processing site in the manner required under this Contract. 12.00 RATES BILLING AND FRANCHISE FEE 12.01 Rates: Contractor shall be compensated at the following rates for the services listed below: Dumpster Rates Size/Pickup 1xWeek 2x Week 3x Week 4x Week 5x Week Extra Pickup 2 Cu Yd $38 $59 $80 $101 $122 $29 3 Cu Yd $48 $86 $124 $162 $200 $37 4 Cu Yd $58 $106 $154 $202 $250 $47 6 Cu Yd $78 $139 $200 $261 $322 $52 8 Cu Yd $98 $163 $228 $293 $358 $61 Locking bars, locks and casters shall be provided as requested by a Customer at no additional charge. Roll -Off Bin Container Rates Size/Pickup Rental per Cost per ip Ckup Delive Charge 20 Cu Yd $4 $242 $60 SOLID WASTE COLLECTION AND DISPOSAL CONTRACT Page 12 of 17 Contractor's Initials 30 Cu Yd $4 $301 $60 40 Cu Yd $4 $347 $60 40 Cu Yd (compactor) $4 $380 $60 Residential and Commercial Hand Collect Customer Rates The City will pay Contractor $12.50 a month per Residential and Commercial Hand Collect Customer, and $5.00 per month for each additional Polycart requested by and delivered to a Customer. Recyclables Polycart Rates for Commercial and Industrial Customers Contractor shall provide Recyclables Polycarts to Commercial and Industrial Customers upon request. City will pay Contractor $5 per month for each Recyclables Polycart provided to Commercial and Industrial Customers with said monthly charge including once weekly collection and disposal service. 12.03 Rate Adjustments: Rate adjustments sought by Contractor will be considered by the City no more than once per year during the term of this Contract. The change in the Consumer Price Index (Dallas/Fort Worth, all Urban Consumers) during each 12-month period, and other factors may be considered by the City Council in making rate adjustments. All rate adjustments are at the discretion of the City, and rate increases may be temporary when deemed appropriate by the City. The City reserves the right to increase rates or charges to Customers without any increase in compensation to the Contractor. Rate adjustments shall be made in writing by resolution or ordinance of the City Council. In conjunction with any rate adjustment request, Contractor shall submit to the City a listing of all equipment owned by and available to the Contractor to perform the Contractor's obligations under this Contract. This list shall include vehicle make and model, age, mileage, and overall condition of the vehicles. 12.04 Billing: (a) Party Performing Billing. The City will exclusively perform Customer billing of Residential, Commercial Hand Collect, and Commercial and Industrial Customers except that Contractor shall, at the City's option, perform Customer billing for rental and services related to Roll -Off Bins, The City may at any time assume the performance of all Customer billing, including billing related to Roll -Off Bins at any time during the term of this Contract. Should the City decide to assume the performance of billing for services related to Roll -Off Bins, or reassign such duty to Contractor, the City shall give the Contractor at least 30 days advance written notice and the Contractor must cooperate with the City in all reasonable respects to facilitate the billing. The City will remit to Contractor the amounts received from Customers —less Franchise Fees and any funds that the City is entitled to retain based on rate increases —within 10 days of receipt of same. (b) Contractor's Duties to Provide Billing Information. To assist the City in billing and to provide verification of billing information with respect to Contractor's services, Contractor shall provide the City with a detailed monthly invoice showing all services rendered for the immediately preceding month. Said invoice shall be due on or before the fifth day of SOLID WASTE COLLECTION AND DISPOSAL CONTRACT Page 13 of 17 Contractor's Initials each month, and must include, at a minimum: (1) the number of Residential and Commercial Hand Collect Customers; (2) the number and location of each additional Polycart provided to Residential and Commercial Hand Collect Customers; (3) the amount to be billed to Residential and Commercial Hand Collect Customers for all services that Contractor provided during the applicable month; (4) the following information for each Commercial and Industrial Customer: (a) the name and address of each Customer; (b) the amount, location, and size of Dumpsters and for each Dumpster the number of collections per week and extra pickups; (c) the amount, location, and size of RolkOff Bins, and for each Roll -Off Bin the number of days rented, number of pickups performed, and amounts for delivery charges; (d) the amount and location of each Recyclables Polycart; (e) the amount to be billed to each Customer for all services related to Recyclables Polycarts and Dumpsters that Contractor provided during the applicable month; and, (f) the amount to be billed to each Customer for all services related to RolkOff Bins that Contractor provided during the applicable month. 12.05 Franchise Fee: For the exclusive use of public streets and rights -of -way for the provision of services set forth in this Contract, Contractor shall be responsible to the City for a Franchise Fee in the amount of 10% of all amounts that Contractor is entitled to receive from Customer for services under this Contract, regardless of whether the Contractor or the City performs the billing for such services. The Contractor will be responsible to the City for the Franchise Fee regardless of whether a Customer defaults on a bill. 13.00 RECORDS 13.01 The Contractor agrees to maintain at Contractor's place of business adequate records relating to the performance of Contractor's duties under this Contract, and such records shall be made available at any time during business hours for inspection by the City, at the City's expense, upon reasonable advance notice. 13.02 Contractor shall provide City each month, a written report that shows: 1) the total amount of Solid Waste collected under this Contract and disposed of in a Landfill during the reporting period; and 2) the total amount of Recyclable Material collected under this Contract and deposited at a processing site with established Commodity Buyers or markets for the Recyclable Material during the reporting period. 14.00 TERMINATION FOR CAUSE a. The City may cancel this Contract by giving the Contractor ten days' written notice, upon the happening of any one of the following events: 1. The Contractor shall take the benefit of any present or future insolvency statute, or shall make a general assignment for the benefit of creditors, or file a voluntary petition in bankruptcy (court) or a petition or answer seeking an arrangement for its reorganization or the readjustment of its indebtedness under the Federal bankruptcy laws or under any other law or statute of the United States or any state thereof, or consent to the appointment of a receiver, trustee or liquidation of all or substantially all of its property. (in the event that any bankruptcy, insolvency, reorganization, receivership, or similar proceeding is instituted by or against the Contractor, or in the event the Contractor makes an assignment for the benefit of creditors, the Contractor shall not assert or list this Contract as an asset of such action); or 2. By order or decree of a court, the Contractor shall be adjudged bankrupt or an order shall be made approving a petition filed by any of its creditors or by any of the stockholders of the Contractor, seeking its reorganization or the readjustment of its indebtedness under the Federal bankruptcy laws or under any law or statute of the United States or of any state thereof; or SOLID WASTE COLLECTION AND DISPOSAL CONTRACT Page 14 of 17 Contractor's Initials 3. By, or pursuant to, under the authority of any legislative act, resolution or rule or any order or decree of any court or governmental board, agency or officer having jurisdiction, a service, trustee or liquidation shall take possession or control of all or substantially all of the property of the Contractor, and such possession or control shall continue in effect for a period of 60 days; or 4. Failure to comply with any state or federal law relating to health or safety governing the service provided under this Contract or failure to obtain, and maintain, any state or federal permits required or any insurance coverage or bond as stated herein. In the event of any such failure, termination shall be effective upon the date specified in the City's written notice to the Contractor and upon said date this Contract shall be deemed immediately terminated and upon such termination all liability of the City under this Contract to the Contractor shall cease. b. It is expressly understood and agreed that, if at any time Contractor shall fail to perform any of the terms, covenants, or conditions herein set forth, and shall fail to correct same within 15 days after written notice from the City, the City may, after a hearing as described herein, revoke and cancel the franchise herein granted, and this Contract shall become null and void. The hearing prerequisite to such revocation shall not be held until notice of such hearing has been given to Contractor by certified mail, addressed to Contractor at the address shown in Section 15 of this Contract, and a period of at least 15 days has elapsed since the mailing of such notice. The notice shall specify the time and place of the hearing and shall include the reasons for revocation of such franchise and this Contract. The hearing shall be conducted in public by the City Council, and Contractor shall be allowed to be present and given full opportunity to answer such charges and allegations as are set forth in the notice. If, after the hearing is concluded, the City Council shall determine that the charges and allegations set forth in the notice are supported by the facts presented at the hearing, they may revoke and cancel this Contract and the franchise, and the same shall become null and void, except that all of Contractor's obligations under this Contract to indemnify, defend and hold harmless the City shall survive the termination of this Contract. 15.00 NOTICES Any notice required or permitted to be delivered hereunder shall be in writing and shall be deemed to be delivered when deposited in the United States mail, postage prepaid, certified mail, return receipt requested, addressed to the respective party of the address set forth below: If to the City, at: If to the Contractor at: ATTN: City Manager City of Anna P.O. Box 776 Anna, Texas 75409 Bradshaw &Son Trash Service 1005 W. Houston St. Anna, Texas 75409 or such other addresses as the parties may hereafter specify by written notice delivered in accordance herewith. 16.00 FORCE MAJEURE Notwithstanding anything herein to the contrary, Contractor shall not be liable for the failure to perform its duties if such failure is caused by a catastrophe, riot, war, governmental order or SOLID WASTE COLLECTION AND DISPOSAL CONTRACT Page 15 of 17 Contractor's Initials regulation, fire, Act of God, or other similar or different contingency beyond the reasonable control of Contractor. 17.00 SEVERABILITY In the event that any provision or portion thereof of any provision of this Contract shall be found to be invalid or unenforceable, then such provision or portion thereof shall be performed in accordance with applicable laws. The invalidity or unenforceability of any provision or portion of this Contract shall not affect the validity or enforceability of any other provision or portion of this Contract. 18.00 COMPLIANCE WITH LAWS All applicable state laws, municipal ordinances, and the rules and regulations of all authorities having jurisdiction over the work to be performed shall apply to this Contract throughout, and they will be deemed to be included in this Contract as though written out in full in this Contract. Contractor, its officers, agents, employees, contractors, and subcontractors, shall abide by and comply with all laws, federal, state, and local. It is agreed and understood that, if the City calls the attention of Contractor to any such violations on the part of the Contractor, its officers, agents, Employees, contractors, or Subcontractors, then Contractor shall immediately desist from and correct such violation. 19.00 DISCRIMINATION PROHIBITED Contractor, in the execution, performance, or attempted performance of this service, shall not discriminate against any person or persons because of sex, race, religion, color, national origin, age or disability. The Contractor must be an equal opportunity employer. 20.00 TERM Subject to earlier termination as provided for under this Contract, the term of this Contract shall commence on September 11 2013 and conclude on August 317 20181 with one five-year renewal option pending written agreement of both parties consenting to such renewal. Should either the City or Contractor elect not to renew and extend this Contract for an additional five-year period, notice must be given, by certified mail (return receipt requested) to the other party in writing not less than 60 days prior to the expiration of this Contract. However, failure to provide such notice shall not result in the automatic renewal of this Contract. Between February 1, 2018 and February 28, 2018, the Contractor shall provide written notice to the City of the upcoming renewal/non-renewal date. 21.00 CONTRACT INTERPRETATION, CHOICE OF LAW, VENUE This Contract is the result of negotiation between the parties, and shall, in the event of any dispute over the meaning or application of any portion thereof, be interpreted fairly and reasonably, and neither more nor less strongly for or against either party, regardless of which party originally drafted the portion in dispute. The parties agree that this Contract shall be governed by the law of the State of Texas; the parties further agree that exclusive jurisdiction and venue for all actions arising out of this Contract shall be in Collin County, Texas. Except as set forth in Section 23.00, below, this Contract constitutes the complete agreement between the City and Contractor, and supersedes any other written or oral agreement. This Contract may not be altered, revised or moed except by a written mocation signed and properly authorized by the parties. SOLID WASTE COLLECTION AND DISPOSAL CONTRACT Page 1 ti of 17 Contractor's Initials The failure of the City at any time to require performance by Contractor of any provisions hereof shall in no way affect the right of the City thereafter to enforce same. Nor shall waiver by the City of any breach of a provision hereof be taken or deemed to be a waiver of any succeeding breach of such provision or as a waiver of a breach of any other provision. 23.00 OTHER CONTRACTOR REQUIREMENTS AND OBLIGATIONS All Contractor requirements and obligations under the immediately preceding Solid Waste Collection Contract, attached hereto as Exhibit A, and the Commercial and Industrial Solid Waste Collection and Disposal Contract, attached hereto as Exhibit B, that are not in conflict with this Contact, shall continue as requirements and obligations of the Contractor under this Contract. IN WITNESS WHEREOF, the City and the Contractor have executed this Contract. CITY OF ANNA, TEXAS ATTEST: By: Philip Sanders City Manager THE CONTRACTOR: Joe Bradshaw d/b/a Bradshaw & Son Trash Service By: Joe Bradshaw Witness: Natha Wilkison City Secretary (City Seal) SOLID WASTE COLLECTION AND DISPOSAL CONTRACT Page 17 of 17 Contractor's Initials Council Meeting: February 26, 2013 Account Code #: N/A Budgeted Amount: N/A Item No.8 City Secretary's use only City of Anna City Council Agenda Staff Report Staff Contact: Clayton Fulton Date Prepared: 2/21/13 Exhibits: Q Yes ❑ No AGENDA SUBJECT: Consider/Discuss/Action approving a resolution approving a contract for Franchise Fee Audit, Energy and Utility Audit, Telecommunications Audit, and other Cost Reduction Projects SUMMARY: During the planning stages of the FY 13 budget, staff briefed the council on a proposed project to audit various items to recover uncollected revenue and overpaid expenses. The services can include franchise fees, license agreements, energy/utilities, telecommunications, merchant credit card services, and other cost reduction projects. Vybranz does not charge any fees until savings are realized. Additionally, staff evaluated other potential providers and Vybranz charged the lowest fee, provides ongoing support to monitor billings and contracts to ensure proper rates/fees are charged, and covers a range of services other providers could not. RECOMMENDATION: Staff recommends the Council approve the resolution. CITY OF ANNA, TEXAS RESOLUTION NO. A RESOLUTION OF THE CITY OF ANNA, TEXAS AUTHORIZING THE MANGER TO ACT ON THE CITY'S BEHALF IN EXECUTING A CONTRACT VYBRANZ, LLC FOR AUDITING SERVICES RELATING TO FRANCHISE TELECOMMUNICATIONS, ENERGY AND UTILITIES, AND OTHER REDUCTION PROJECTS CITY WITH FEES, COST WHEREAS, this City Council (the Council) desires to secure audit services related to franchise fee revenue and expenses related to telecommunications, energy and utilities, and other projects to reduce costs incurred by the City of Anna (the City) WHEREAS, Vybranz, LLC has been found to possess the necessary expertise to provide the desired services in a cost effective manner WHEREAS, Vybranz is charging a fair and reasonable price for their services NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF ANNA, TEXAS THAT: Section 1. Recitals Incorporated. The recitals set forth above are incorporated herein for all purposes as if set forth in full. Section 2. Approval and Authorization of Contract The Council hereby approves the Contract attached hereto as Exhibit 1 for auditing services relating to franchise fees, telecommunications, energy and uties, and other cost reduction projects, and authorizes, ratifies, and approves the City Manager's execution of same. The City Manager is hereby authorized to execute all documents and to take all other actions necessary to finalize, act under, and enforce the contract. PASSED AND APPROVED by the City Council of the City of Anna, Texas on this 26nd day of February, 2013. APPROVED: Mike Crist, Mayor ATTEST: Natha Wilkison, City Secretary PAGE 1 OF 1 VYBRANZ LLC 101 E. Broadway P.O. Box 876 Prosper, TX 75078 ENGAGEMENT AGREEMENT Customer: City of Anna Address: 111 N. Powell Parkway P.O. 776 City, State, Zip: Anna, TX 75409 1. SERVICES TO BE RENDERED. This Engagement Agreement (this "Agreement") is made this 26th day of February, 2013, (the "Effective Date") by and between VYBRANZ LLC (the "Company") and the City of Anna (the "Customer"). During the term of this Agreement, the Company will furnish consulting and cost auditing services and advice (collectively, the "Services"), as further described below, and as specifically requested by or authorized by the Customer, through the City of Anna City Manager or the City Manager's designee, Customer's Primary Agent, for this Agreement only. The Services will relate to matters or work being done or planned by the Customer, and the Customer's current agreements with third party providers, in the fields of Telecommunications (including but not limited to mobile, air cards, internet), Energy/Utilities (Electric, Gas), Merchant Payment Processing (credit cards), Franchise Fees, License Agreements and appropriate tax related reductions, and will be within the area of the Company's technical and operating competence, and will specifically include the following: Review of usage and expense with cost reduction solutions. Initial approach is to review, analyze, and audit current providers' blend of products and services to determine satisfaction of delivery and service, and determine points of negotiation. The Company may recommend modifications to the products with the Customer's current provider(s). The Company may also obtain and present competitive quotes with alternative providers designed to help drive the market -price down from either existing or new providers if deemed necessary, consistent with State competitive bidding and purchasing laws applicable to Texas municipalities, including but not limited to Chapter 252 of the Texas Local Government Code. No Services shall be rendered unless set forth in a written document titled "Cost Reduction Project." Each such Cost Reduction Project ("CRP") document shall describe the project and set forth the scope of the Services that the Company will perform, including but not limited to: (1) identification of any current provider and/or the type/class of potential provider(s); (2) description of any products) and/or services provided or offered by any such provider(s); (3) description of any internal controls, methods, procedures, or arrangements employed by the Customer; (4) estimated time of completion of the CRP; and (5) the general approach, strategy, methods and analysis that the Company intends to undertake in performing the CRP as relates to any of the subject matter set forth in the CRP. Each CRP document shall be signed by a duly authorized representative of the Company, and must be separately authorized by the City Manager or the City Manager's designee in writing before the Company provides any Services related to the CRP and before the Customer shall be obligated to make any payments to the Company under this Agreement. Upon completion of the CRP, the Company shall provide its analysis, findings, advice, and recommendations to the Customer in a written form, confirming that the CRP has been completed. The Customer is under no obligation to accept any proposal or recommendation of the Company, or to alter or take any action to alter any product, service, or provider. Any alterations to products, services, or providers will be in complete consultation and with the full knowledge and written approval of the Customer. 2. PAYMENT OF FEES AND BILLING. (a) NET SAVINGS OVER TIME. For each CRP, the Customer shall pay the Company an amount equal to 35% of the Customer's net total savings resulting from the Services provided in performance of the CRP for a period of 24 consecutive months. Said consecutive 24-month period shall begin when the Customer first realizes net savings under an amended or a new agreement or arrangement with an existing or a new provider. The Customer may be directly or indirectly involved in the negotiation, discussion, assessment, and/or analysis of the Service and such involvement does not reduce or change the 35% payment to the company of net total savings. After the date that the Customer specifically requests or authorizes the Company to begin Services under a CRP and provided that the Company performs the scope of services set forth in the CRP, the Customer agrees that but for the efforts of the Company, savings as relates to such CRP would not have been achieved and will pay the Company according to the terms set forth above. (b) ONE-TIME SAVINGS. For each CRP resulting in only aone-time savings, the compensation payable to the Company by the Customer regarding the Customer's net total savings resulting directly from the Services, will be billed at an amount equal to 35% of the one- time savings; provided, however, that such one-time savings must be realized by the Customer within 36 months after the Company concludes its Services under the CRP. (c) BILLING. Billing will commence within 30 days of the Customer achieving actual net savings for each completed CRP and may result in multiple invoices or billing line items for each completed CRP, but in no event shall the Customer be required to pay more than a total of 35% of its net savings resulting from the CRP as set forth in paragraphs a. or b., above, as applicable. In each case, the Customer's payments of compensation to the Company will be made in response to invoices sent to the Customer by the Company. (d) TAXES. The fees and charges reflected in the Services will be exclusive of any sales, use, personal property, value added and goods/services taxes. Where applicable, such taxes shall appear as a separate item on the Company's invoice and the Customer shall be liable for the payment of such taxes to the Company. Notwithstanding the foregoing, the Customer shall not be responsible for any foreign, federal, state or local taxes based on the Company's income or receipts, or such other taxes based on the Company doing business in any particular jurisdiction. 3. OWNERSHIP OF WORK. The ownership of original source codes, financial models, process design, design templates, workflow charts, art work, including sketches, and any other materials created by the Company in the cost reduction process, owned and used by the Company to perform the Services shall remain with the Company. Nothing in this Agreement contemplates or requires the transfer of any property or intellectual -property rights from the Customer to the Company or from the Company to the Customer. 4. INDEMNIFICATION. (a) INDEMNIFICATION BY COMPANY. Except as otherwise herein provided, the Company agrees to indemnify, defend and hold the Customer and its agents, officers, directors, lawyers, accountants, and employees harmless from and against any and all losses, claims, demands, damages, liabilities, costs and expenses, including (but not limited to) reasonable attorneys' fees and costs of any legal action arising from the Services provided in this Agreement. (b) SCOPE OF INDEMNIFICATION. Indemnification under this paragraph 4 shall include, but not be limited to, claims for libel, slander, infringement of copyright, theft of misappropriation of intellectual property, or unauthorized use of any trademark, trade name, or service mark. 5. LIMITATION OF DAMAGES. The Company will endeavor• to provide high quality Services and a high quality Product. However, the Company is not, and will not be responsible for any consequential or incidental damages resulting from any issues or malfunction resulting from the delivery of Product(s) or Service(s) provided by recommended third party vendors and/or suppliers, including, but not limited to, any interruptions of service. 6. TERMINATION OF AGREEMENT. (a) MATERIAL BREACH. If either party is in material breach of this Agreement, the non -breaching party may serve the breaching party with a written notice specifying the material breach and requesting the breaching party to cure it. If the breaching party fails to cure the material breach within thirty (30) days after its receipt of the notice, the non -breaching party may terminate this Agreement by sending a written notice of termination to the breaching party. The termination of this Agreement shall take effect immediately on the receipt of such notice of termination by the breaching party. (b) TERMINATION ABSENT A BREACH. Either party may unilaterally terminate this agreement upon delivery of 30 days written notice to the other party. Any such termination shall be prospective in nature only; and shall not cancel the entitlement of the Company to ongoing payments to which the Company may be entitled under the terms of this agreement for reasonable and necessary Services performed and completed prior to the termination date. (c) EFFECT OF TERMINATION. On any termination of this Agreement pursuant to this paragraph 6, the Company may immediately cease providing Services to the Customer, and neither party shall have any further obligation to the other under this Agreement, provided that neither party shall be relieved from any obligations or liabilities arising under this Agreement prior to its termination, including (but not limited to) Payment of Fees for Services rendered prior to termination in accordance with paragraph 2 and indemnification obligations under paragraph 4. 7. INDEPENDENT CONTRACTOR. The Company is an independent contractor relative to the Customer, and nothing contained herein shall be deemed to create a partnership or agency relationship. There will be no joint control over the Services provided under this Agreement and the Customer shall not assume to exercise control over any of the means, methods, sequences, procedures, and/or techniques utilized to perform the Services. 8. WORK POLICY. (a) The Company agrees to observe the working hours, work rules, building security measures and holiday schedule of the Customer when on the Customer's premises, which will be provided to the Company upon request; provided, however, that adherence to such working hours and schedules shall not constitute justification for non -accomplishment of agreed upon schedules and timelines. (b) The Company further agrees to employ all reasonable efforts to meet Customer's assignment deadlines and documentation standards, as applicable. Unless otherwise agreed upon, the Company shall meet with Customer personnel to discuss and review the progress of the current project assignment(s) on a regular basis. 9. GENERAL PROVISIONS. (a) PARAGRAPH HEADINGS. Paragraph headings are for convenience only and shall not be a part of the terms and conditions of this Agreement. (b) WAIVER. Failure by either party at any time to enforce any obligation by the other party, to claim a breach of any term of this Agreement or to exercise any power agreed to hereunder will not be construed as a waiver of any right, power or obligation under this Agreement, will not affect any subsequent breach, and will not prejudice either party as regards to any subsequent action. (c) SEVERABILITY. If any term or provision of this Agreement should be declared invalid by a court of competent jurisdiction, the remaining terms and provisions of this Agreement shall remain unimpaired and in full force and effect. (d) SUBCONTRACTORS. The Company reserves the right to approve all subcontractors. Nothing in this subparagraph or otherwise in this Agreement shall be construed to relieve the Company from its obligations under this Agreement or to create any contractual relationship between the Customer and any subcontractor, or any obligation on the part of the Customer to pay or to see to payment of any money due any subcontractor as may otherwise be required by law. (e) ASSIGNMENT. Neither party may assign any rights or obligations under this Agreement without the prior written consent of the other; provided, however, that either party may assign any rights or obligations to a subsidiary or affiliate of that party or to any third party assuming all or part of the business function of either party's unit which will receive or deliver the Services and Deliverables provided hereunder upon notice of assignment to the other party. (f) GOVERNING LAW. This Agreement will be construed and enforced in accordance with, and governed by, the laws of the State of Texas in the United States of America without giving effect to any conflict of laws principles. The parties hereby consent to the personal jurisdiction of the courts of the County of Collin, Texas, and waive any rights to change venue. 10. NOTICES. All notices required by this Agreement shall be in writing and sent by Facsimile, Federal Express, or U.S. Mail, Return Receipt Requested as provided below. Such notice shall be sufficient for the purposes of this Agreement only if sent to the party's "Address for Service" as listed below. Such Address for Service may be changed by either party by serving notice (in compliance with this paragraph) on the other party. No notice sent by facsimile shall be sufficient without a confirmation receipt. Company's Address for Service: VYBRANZ LLC 101 E. Broadway Prosper, TX 75078 Facsimile: Customer's Address for Service: Customer: The City of Anna Address: I I I N. Powell Parkway City, State, Zip: Anna, TX 75409 Facsimile: (972) 924-2620 11. ATTORNEYS' FEES. In the event of any legal, equitable or administrative action or proceeding brought by either party against the other party under this Agreement, the prevailing party shall be entitled to recover the reasonable fees of its attorneys and any costs incurred in such action or proceeding including costs of appeal, if any, in such amount that the court, or administrative body having jurisdiction over such action may award. 12. CURRENCY DENOMINATIONS. All currency denominations are in United States dollars. 13. WARRANTIES; LIMITATIONS ON LIABILITY. THE COMPANY MAKES NO WARRANTY, REPRESENTATION, OR PROMISE NOT EXPRESSLY SET FORTH IN THIS AGREEMENT. EXCEPT AS OTHERWISE EXPRESSLY SET FORTH HEREIN THE SERVICES ARE PROVIDED "AS IS." THE COMPANY DISCLAIMS AND EXCLUDES ANY AND ALL IMPLIED WARRANTIES OF MERCHANTABILITY, TITLE AND FITNESS OF THE SERVICES FOR A PARTICULAR PURPOSE. THE COMPANY DOES NOT WARRANT THAT THE SERVICES OR RELATED MATERIALS WILL SATISFY CUSTOMER'S REQUIREMENTS OR THAT THE SERVICES AND RELATED SERVICES WILL BE WITHOUT DEFECT OR ERROR. 14, ENTIRE AGREEMENT, This Agreement supersedes all previous agreements between the parties, contains the entire understanding between the parties, and may not be changed, except by writing, duly executed by each of the parties. 15. Term. This Agreement shall remain in full force and effect for three (3) years from the date hereof. IN WITNESS WHEREOF, the parties hereto through their duly authorized officers or agents have caused this Agreement to be duly executed and delivered as of the date set forth below. VYBRANZ, LLC: By: Print Name: Barry D. Nalls Title: Member Date: City of Anna: _ By: Print Name: Philip Sanders Title: City Manager Date: n y{pUg } gpMETOWN Council Meeting: February 26, 2013 Account Code #: N/A Budgeted Amount: N/A Item No. 9 City Secretary's use only City of Anna City Council Agenda Staff Report Staff Contact: Clayton Fulton Date Prepared: 2/19/13 Exhibits: Q Yes ❑ No AGENDA SUBJECT: Consider/Discuss/Action regarding an Ordinance amending the city's Investment Policy SUMMARY: The Public Funds Investment Act (PFIA) states that "the governing body of an investing entity shall review its investment policy and investment strategies not less than annually". To maintain compliance with the PFIA the Council must pass an ordinance or resolution stating they have reviewed the investment policy for the City of Anna. Valley View Consultants, our investment advisors, have reviewed our investment policy and have made modifications to update and improve upon current policies. The substantive changes include the following: • More specific and detailed policies relating to collateral pledged to the City for deposits held by our primary depository bank • Creation of investment strategies for specific fund types • Responses to the market value and performance of our investments • Setting forth policies with regard to broker/dealers and other investment providers RECOMMENDATION: Staff recommends that the Council approves the ordinance amending the investment policy. CITY OF ANNA, TEXAS ORDINANCE NO. AN ORDINANCE OF THE CITY OF ANNA, TEXAS, ADOPTING AN INVESTMENT POLICY WHEREAS, the City of Anna, Texas ("the City") is committed to principles and practices of open and fair government that honor the public trust; and WHEREAS, the City of Anna, Texas City Council ("City Council") has determined that it is in the interests of the citizens of Anna to adopt an Investment Policy that establishes policies and procedures to govern the management and care of public funds; WHEREAS, The Public Funds Investment Act ("the Act") requires annual review of the City's Investment Policy NOW THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF ANNA, TEXAS, THAT: Section 1. Recitals Incorporated. The above -referenced recitals are incorporated herein as if set forth in full for all purposes. Section 2. INVESTMENT Policy Adopted. The City Council hereby approves an Investment Policy attached hereto as EXHIBIT 1 and incorporated herein for all purposes. Section 3. Investment Policy Reviewed The City Council has hereby reviewed the City's investment policy and investment strategies. Section 4. Savings, Severability and Repealing Clauses. All ordinances of the City in conflict with the provisions of this ordinance are repealed to the extent of that conflict. If any section, subsection, sentence, clause, or phrase of this ordinance, or its application to a particular set of persons or circumstances, is declared invalid or adjudged unconstitutional by a court of competent jurisdiction, it does not affect the remaining portions of this ordinance, as the various portions and provisions of this ordinance are severable. The City Council, declares that it would have passed each and CITY OF ANNA, TEXAS ORDINANCE NO. Page 1 of 2 {�0 every part of this ordinance notwithstanding the omission of any part that is declared invalid or unconstitutional. Section 5. Effective Date. This ordinance shall become effective after its passage and upon the posting and/or publication, if required by law. PASSED by the City Council of the City of ""Cl; Texas, on this the 26th day of February, 2013. ATTEST: APPROVED: Natha Wilkison, City Secretary CITY OF ANNA, TEXAS ORDINANCE NO. Mike Crist, Mayor Page 2 of 2 City of Anna, Texas Investment Policy February 26, 2013 INVESTMENT POLICY A component part of the overall financial management of the City of Anna, Texas is an effective cash management plan. Many factors determine the amount of funds on hand during any fiscal year, but these fiends are an important revenue source for the City budget. It is imperative that these funds be managed in such a way as to be responsive to the public need and consistent with a conservative cash management plan. To provide this framework for effective cash management, an Investment Policy and a Statement of Investment Strategy have been prepared. Purpose: The Investment Policy is authorized by the City Council of the City of Anna in accordance with Chapter 2256, Texas Government Code, also known as the Public Funds Investment Act (PFIA). The Policy addresses the methods, procedures and practices that must be exercised to ensure effective and judicious fiscal management of City fiends. All such funds will be managed within the guidelines of this Policy with the exception of pension and other deferred compensation plans that are separately managed. Bond funds, in addition to this Policy, shall be managed in accordance with their issuing documentation and all applicable state and federal law. This Policy provides a separate written investment strategy for each of the City's funds. Each investment strategy describes the investment objectives for each particular fund according to the following priorities: 1) Investment Suitability 2) Preservation and Safety of Principal 3) Liquidity 4) Marketability Prior to Maturity of each Investment 5) Diversification 6) Yield Annual Review: The Investment Policy and the Statement of Investment Strategy will be reviewed on an annual basis by the City Council. Revisions and/or amendments will be approved and documented by the City Council. A written document shall attest to the annual review and amendment adoption. Investment Objectives: The investment of funds will be governed by the following investment objectives, in order of priority: 1. Preservation and Safety of Principal Preservation of capital is the foremost objective of the City. transaction shall seek first to ensure that capital losses are avoided, from issuer defaults, erosion of market value, or other risks. 2. Liquidity Each investment whether they are The City's investment portfolio will remain sufficiently liquid to enable the City to meet all operating requirements that can be reasonably anticipated. Liquidity will be achieved by matching investment maturities with forecasted cash flow requirements. 3. Public Trust All employees involved in the City's investment program shall seek to act responsibly as custodians of the public trust. All employees involved in the investment process shall avoid any transaction which might impair public confidence in the City's ability to govern effectively. 4. Yield The investment portfolio of the City shall be designed to attain a market rate of return throughout budgetary and economic cycles taking into account risk constraints and liquidity needs. Return on investment, while important, is of less importance than safety and liquidity. Authorized Investments: While the PFIA allows a wide range of eligible investments, the City has chosen to allow only the following, which are more restrictive than the PFIA: 1. Obligations of the United States government or its agencies and instrumentalities. 2. Other obligations, the principal and interest of which are unconditionally guaranteed or insured by, or backed by the full faith and credit of, this State or the United States or their respective agencies and instrumentalities, including obligations that are fully guaranteed or insured by the Federal Deposit Insurance Corporation or by the explicit full faith and credit of the United States. 3. Direct obligations of this State or its agencies and instrumentalities. 4. Certificates of Deposit, and other forms of deposit, issued in compliance with the PFIA and insured by the FDIC, or when applicable, collateralized in accordance with this Policy and the Public Funds Collateral Act. 5. Repurchase agreements placed and secured in compliance with the PFIA and, collateralized with a minimum market value of 102 percent of the dollar value of the transaction plus accumulated accrued interest. 6. SEC -registered, AAAm, or its equivalent, (as rated by Fitch, Moody's or Standard & Poor's), no-load money market mutual funds. The investment objective of the fund must be to maintain a stable dollar net asset value of $1.00. The City may not invest funds under its control in an amount that exceeds 10% of total assets of any individual money market mutual fund. A fund prospectus shall be reviewed for compliance with this Policy prior to depositing monies. 7. State or local investment pools organized under the Interlocal Cooperation Act, operating in compliance with the PFIA and authorized by the City Council. The investment pool 2 must be rated AAAm, or its equivalent, (as rated by Fitch, Moody's or Standard & PoorIs). The investment objective of the pool must be to maintain a stable dollar net asset value. Prohibited Investments: The City is expressly prohibited from entering into options trading or futures contracts, hedging or purchasing any security that is not authorized by Texas State law, or any direct investment in asset backed or mortgage -backed securities. The City expressly prohibits the acceptance of Interest -only (10) and Principal -only (PO) Collateralized Mortgage Obligations (CMOs) as collateral for bank deposits or repurchase agreements. No transactions may be entered for speculation. No transaction may be entered using leverage. Protection of Principal: The City shall seek to control the risk of principal loss due to the failure of an issuer or grantor. Such default risk shall be controlled by investing only in the safest types of issuers as defined in the Policy and by collateralization as required by law. The purchase of individual securities shall be executed by "delivery versus payment" (DVP) method through the City's safekeeping agent. By so doing, City funds are not released until the City has received, through the safekeeping agent, the securities purchased. Diversification by Investment Type: When appropriate and applicable, diversification by investment type shall be maintained by ensuring an active and efficient secondary market in portfolio investments, and by controlling the market and opportunity risks associated with specific investment types. Undue concentrations of assets in a specific maturity sector shall be avoided. Bond proceeds may be invested to comply with Federal arbitrage restrictions or to facilitate arbitrage record -keeping and calculation. Diversification by Investment Maturity: In order to minimize risk of loss due to interest rate fluctuations, investment maturities will not exceed the anticipated cash flow requirements of the funds. Maturity guidelines by fund are as follows: Operating Funds Strategy: Suitability — Any investment eligible in the Investment Policy is suitable for Operating Funds. Safety of Principal —All investments shall be of high quality with no perceived default risk. Market price fluctuations may occur. However, by managing the weighted average days to maturity for the Operating Fund's portfolio to less than 270 days and restricting the maximum allowable maturity to two years, the price volatility of the overall portfolio will be minimized. Marketability —Securities with active and efficient secondary markets are necessary in the event of an unanticipated cash flow requirement. Liquidity — The Operating Fund requires the greatest short-term liquidity of any of the Fund types. Cash equivalent investments will provide daily liquidity and may be utilized as a competitive yield alternative to fixed maturity investments. Diversification — Investment maturities should be staggered throughout the budget cycle to provide cash flow based on the anticipated operating needs of the City. Market cycle risk will be reduced by diversifying the appropriate maturity structure out through two years. Yield — Attaining a competitive market yield for comparable investment -types and portfolio restrictions is the desired objective. The yield of an equally weighted, rolling three-month Treasury Bill portfolio will be the minimum yield objective. Construction and Capital Improvement Funds Strategy: Suitability — Any investment eligible in the Investment Policy is suitable for Construction and Capital Improvement Funds. Safety of Principal —All investments will be of high quality with no perceived default risk. Market fluctuations may occur. However, by restricting the maximum maturity to the lesser of the anticipated cash flow requirements or the IRS defined temporary period, the market risk of the portfolio will be minimized. Marketability —The balancing of short-term and long-term cash flow needs requires the Construction and Capital Improvement Funds portfolio to have securities with active and efficient secondary markets. Li uidi —Construction and Capital Improvement Funds used as part of a CIP plan or scheduled repair and replacement program are reasonably predictable. However unanticipated needs or emergencies may arise. Maintaining minimum cash equivalent investment amounts will reduce the liquidity risk of unanticipated expenditures. A singular repurchase agreement may be utilized if disbursements are allowed in the amount necessary to satisfy any required expenditures. This investment structure is commonly referred to as a flexible repurchase agreement. Diversification —Investment maturities should blend the short-term and long-term cash flow needs to provide adequate liquidity and yield enhancement and stability. A "barbell" maturity ladder may be appropriate. Yield — Attaining a competitive market yield for comparable investment -types and portfolio structures is the desired objective. The yield of an equally weighted, rolling six-month Treasury Bill portfolio will be the minimum yield objective. Debt Service Funds Strategy: Suitability — Any investment eligible in the Investment Policy is suitable for the Debt Service Fund. G! Safety of Principal — All investments shall be of high quality with no perceived default risk. Market price fluctuations may occur. However, by managing Debt Service Funds to not exceed the debt service payment schedule the market risk of the overall portfolio will be minimized. Marketability —Securities with active and efficient secondary markets are not necessary as the event of an unanticipated cash flow requirement is not probable. Li uidi —Debt Service Funds have predictable payment schedules. Therefore, investment maturities should not exceed the anticipated cash flow requirements. Cash equivalent investments may provide a competitive yield alternative for short term fixed maturity investments. A singular repurchase agreement may be utilized if disbursements are allowed in the amount necessary to satisfy any debt service payment. This investment structure is commonly referred to as a flexible repurchase agreement. Diversification — Mar•]cet conditions influence the attractiveness of fully extending maturity to the next "unfunded" payment date. Generally, if investment rates are anticipated to decrease over time, the City is best served by locking in most investments. If the interest rates are potentially rising, then investing in shorter and larger amounts may provide advantage. At no time shall the debt service schedule be exceeded in an attempt to bolster yield. Yield — Attaining a competitive market yield for comparable investment -types and portfolio restrictions is the desired objective. The yield of an equally weighted, rolling three-month Treasury Bill portfolio shall be the minimum yield objective. Ensuring Liquidity: Liquidity shall be achieved by analyzing and anticipating cash flow requirements, by investing in securities WILR active secondary markets and by maintaining minimum cash equivalent investment balances. An investment may be liquidated or redeemed prior to maturity for the following reasons: 1. To meet unanticipated cash requirements 2. To re -deploy cash into other investments expected to outperform current holdings 3. To otherwise to adjust the portfolio. Depository Agreements: The City will select and designate a qualified primary bank depository in compliance with State law and the City's purchasing policy. All depository balances shall be insured or collateralized in compliance with applicable State law. The City reserves the right, in its sole discretion, to accept or reject any form of insurance or coIlateral ization pledged towards depository deposits. Depositories will be required to sign a Depository Agreement with the City. The Agreement shall address any concerns in relation to acceptable collateral, levels of collateral, substitution and addition of collateral, and reporting and monitoring of collateral. The collateralized deposit portion of the Agreement shall define the City's rights to the collateral in case of default, bankruptcy, or closing and shall establish a perfected security interest in compliance with Federal and State regulations, including: E • The Agreement must be in writing; • The Agreement has to be executed by the Depository and the City contemporaneously with the acquisition of the asset; • The Agreement must be approved by the Board of Directors or Designated Committee of the Depository and a copy of the meeting minutes must be delivered to the City; and • The Agreement must be part of the Depository's "official record" continuously since its execution. Safekeeping and Custody: The City shall contract with a bank or banks for the safekeeping of securities either owned by the City as part of its investment portfolio or held as collateral to secure financial institution deposits and repurchase agreements. Securities owned by the City shall be held in the City's account as evidenced by safekeeping receipts of the institution holding the securities. Safekeeping institutions shall be independent from the parties involved in the investment transaction. Collateral will be held by a third party custodian designated by the City and pledged to the City as evidenced by safekeeping receipts of the institution with which the collateral is deposited. Original safekeeping receipts shall be obtained. Collateral may be held by a Federal Reserve Bank or branch of a Federal Reserve Bank, a Federal Home Loan Bank, or a third party bank approved by the City and eligible under State law. Competitive Environment: It is the policy of the City to provide a competitive environment for all individual investment purchases and sales, and financial institution, money market mutual fund, and local government investment pool selections. Authority to Invest: The City Manager and Finance Director shall be the Investment Officers. The Investment Officers shall oversee and approve any deposit, withdrawal, investment, transfer, documentation, and otherwise manage City funds according to this Policy. No person may engage in an investment transaction or the management of funds except as provided under the terms of the Investment Policy, the Statement of Investment Strategy, and other operational procedures established by the City Manager. In order ensure qualified and capable investment management, within twelve (12) months after taking office or assuming duties, each Investment Officer shall attend a training session relating to his/her investment responsibilities and receive not less than ten (10) hours of instruction. On an ongoing basis, all Investment Officers shall receive not less than ten (10) hours of instruction in each subsequent two-year period that begins on the first day of the City's fiscal year and consists of the two consecutive fiscal years after that date. Training will be conducted by an independent source approved by the Investment Committee and must include education in investment controls, security risks, strategy risks, market risks and compliance with the Public Funds Investment Act. Prudent Investment Management: Each Investment Officer shall perform his/her duties in accordance with the adopted Investment Policy and internal procedures. In determining whether an Investment Officer has exercised prudence with respect to an investment decision, the investment of all funds over which the Investment Officer had responsibility, rather than the prudence of a single investment, shall be considered. Investment Officers acting in good faith and in accordance with these policies and procedures shall be relieved of personal liability. Standard of Care: The standard of care used by the City shall be the "prudent person rule" and shall be applied in the context of managing the overall portfolio within the applicable legal constraints. The PFIA states: "Investments shall be made with judgment and care, under• circumstances then prevailing that a person of prudence, discretion, and intelligence 141ould exercise in the management of the person's own affairs, not for speculation, but for investment, considering the probable safety of capital and the probable income to be derived. " Standard of Ethics: Each Investment Officer shall act as custodian of the public trust avoiding any transaction which might involve a conflict of interest, the appearance of a conflict of interest, or any activity which might otherwise discourage public confidence. An Investment Officer shall refrain from personal business activity that could conflict with proper execution of the investment program, or which could impair his/her ability to make impartial investment decisions. Additionally, an Investment Officer shall file with the Texas Ethics Commission and the City Council a statement disclosing any personal business relationship with an entity seeking to sell investments to the City or any relationship with the second degree by affinity or third degree of consanguinity to an individual seeking to sell investments to the City. Internal Controls: The City Manager will establish a system of internal controls that shall be designed to prevent losses of public funds arising from fraud, employee error, and misrepresentation by third parties, unanticipated changes in financial markets, or imprudent actions by City staff. Controls deemed most important would include, but not be limited to: 1. Control of collusion 2. Separation of duties 3. Separating transaction authority from accounting and record -keeping 4. Custodial safekeeping 5. Avoidance of bearer4orm securities 6. Clear delegation of authority 7. Written confirmation of telephone transactions 8. Documentation of transactions 7 As part of the annual audit, the Investment Officers shall facilitate an independent review by the City's external auditor to assure compliance with policies and procedures. Monitoring Market Value: Market value of all collateral, mutual fiends, pools, and securities will be monitored periodically and obtained from a reputable and independent source. Effect of Loss of Rating: All prudent measures will be taken to liquidate an investment that is downgraded to less than the required minimum rating. At least quarterly, the City shall monitor the rating of all investments, as applicable. Exemption for Existing Investments: The City is not required to liquidate investments authorized at the time of purchase. Performance: The City's investment portfolio shall be designed to obtain a market rate of return on investments consistent with risk constraints and expected cash flow of the City. Weighted average yield to maturity shall be the performance measurement standard. Authorized Broker/Dealers The Investment Committee shall, at least annually, review, revise, and adopt a list of qualified broker/dealers authorized to engage in securities transactions with the City. Authorized firms include primary dealers or secondary dealers that qualify under Securities & Exchange Commission Rule 1503 I (Uniform Net Capital Rule). Investment Policy Certification: All investment providers, including financial institutions, broker/dealers, money market mutual fiends, and local government investment pools, must sign a certification acknowledging that the organization has received and reviewed the City's Investment Policy and that reasonable procedures and controls have been implemented to preclude investment transactions that are not authorized by the City's Policy. Investment Committee: An Investment Committee comprised of the City Manager, City Finance Director and the Finance/HR Supervisor will meet on a periodic basis. The Committee shall monitor the investment activities; assist in the development of investment policies, strategies and procedures; and annually review and approve the City's broker/dealers and independent training sources. Reporting: The Investment Officers shall prepare an investment report at least quarterly in compliance with the PFIA. This report will be prepared in a manner that will allow the City to ascertain whether investment activities during the reporting period have conformed to this Policy. The report will be provided to the City Council. In conjunction with the annual audit, the external auditor will perform a formal review of the quarterly reports with the results reported to the City Council. X{OUii}HOMETOWN Council Meeting: February 26, 2013 Account Code # Amount: Item No. 10 City Secretary's use only City of Anna City Council Agenda Staff Report Staff Contact: CitXManag_er Exhibits: X Yes ❑ No AGENDA SUBJECT: Consider/Discuss/Action regarding a Resolution approving an Amendment to the City of Melissa — City of Anna Wastewater Service Agreement. SUMMARY: Several years ago, the City recognized that its current wastewater treatment plant would not have enough treatment capacity to accommodate the anticipated future growth. In order to relieve pressure on the wastewater treatment plant, the cities of Anna and Melissa agreed to construct a wastewater interceptor line that would transmit wastewater from the two cities into the NTMWD upper trinity wastewater collection system. In 2009, wastewater from the neighborhoods of Creekside, The Falls, and part of Oak Hollow was diverted into the NTMWD collection system. Our current authority to transfer wastewater in the NTMWD system is authorized in a separate agreement with the City of Melissa. Earlier this month the Council approved an agreement with the NTMWD that recognizes the City of Anna as a direct wastewater customer of the District. With this new agreement with NTMWD it is no longer necessary for the City to have a separate wastewater agreement with the City of Melissa. The attached Amendment provides for the effective termination of the City of Melissa — City of Anna Wastewater Service Agreement. RECOMMENDATION: Staff recommends approval of the attached Resolution and Agreement. A RESOLUTION TO THE CITY AGREEMENT. CITY OF ANNA, TEXAS RESOLUTION NO. OF THE CITY OF ANNA, TEXAS APPROVING AN AMENDMENT OF MELISSA — CITY OF ANNA WASTEWATER SERVICE WHEREAS, on August 28, 2009, the City of Melissa ("Melissa") and the City of Anna ("Anna"), collectively referred to as the "Parties", entered into a Wastewater Service Agreement, also described as the City of Melissa — City of Anna Wastewater Service Agreement (the "Melissa -Anna Agreement"), and WHEREAS, the Parties have previously agreed to work in good faith toward restructuring or amending the Melissa -Anna Agreement upon any circumstances that would provide relief or additional wastewater capacity being discharged by Melissa and Anna for treatment by the North Texas Municipal Water District (the "District"); and WHEREAS, Melissa and Anna entered into the Melissa -Anna Agreement with the anticipation that Anna would negotiate with the District in good faith to reach a contract directly with the District under which the District would directly provide Anna with wastewater treatment services as a customer of the District, which would require a restructuring of the Melissa -Anna Agreement; and WHEREAS, the Parties have previously agreed that such restructuring should be in the form of a separate written agreement between the District and Anna, and an amendment to the Melissa -Anna Agreement; and WHEREAS, Anna has approved a separate Regional Wastewater Customer Service Contract with the District; and WHEREAS, the Melissa -Anna Agreement provides that the Parties may terminate the Melissa -Anna Agreement at any time upon mutual written consent; and WHEREAS, the Parties desire to approve an Amendment to the City of Melissa —City of Anna Wastewater Service Agreement which provides for the termination of the Melissa -Anna Agreement; NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF ANNA, TEXAS THAT: Section 1. Recitals Incorporated The recitals set forth above are incorporated herein for all purposes as if set forth in full. Section 2. Approval of Resolution CITY OF ANNA, TEXAS RESOLUTION NO._ PAGE 1 OF 2 The City Council of the City of Anna, Texas hereby approves the Amendment to the City A Melissa — City of Anna Wastewater Service Agreement, attached hereto as Exhibit 1, and authorizes, ratifies and approves the City Manager's execution of same. The City Manager is hereby authorized to execute all documents and to take all other actions necessary to finalize, act under, and enforce the Amendment. PASSED AND APPROVED by the City Council of the City of Anna, Texas on this 26tn Jay of February, 2013. APPROVED: Mike Crist, Mayor ATTEST: Natha Wilkison, City Secretary CITY OF ANNA, TEXAS RESOLUTION NO._ PAGE 2 OF 2 TERMINATION OF CITY OF MELISSA - CITY OF ANNA WASTEWATER SERVICE AGREEMENT THIS TERMINATION OF CITY OF MELISSA — CITY OF ANNA WASTEWATER SERVICE AGREEMENT ("Termination"), dated as of the day of February, 2013, to be effective on the Ist day of March, 2013 ("Effective Date"), is made and entered into by and between the CITY OF MELISSA, TEXAS, a Texas Home -Rule municipal corporation ("Melissa") and the CITY OF ANNA, TEXAS, a Texas Home -Rule municipal corporation ("Anna"), and on the terms and conditions hereinafter set forth. Melissa and Anna are sometimes collectively referred to herein as the "Parties" and individually as a "Party". WHEREAS, on August 28, 2009, the Parties entered into a Wastewater Service Agreement, also described as the City of Melissa — City of Anna Wastewater Service Agreement ("Melissa -Anna Agreement"), attached hereto as Exhibit "A" and incorporated herein for all purposes; and WHEREAS, Melissa and Anna entered into the Melissa -Anna Agreement with the anticipation that Anna would negotiate with the North Texas Municipal Water District ("District") in good faith to reach a contract directly with the District under which the District would directly provide Anna with wastewater treatment services as a customer of the District, causing the Melissa -Anna Agreement to no longer be necessary; and WHEREAS, Anna anticipates entering into a separate Regional Wastewater Customer Service Contract with the District in the near future; and WHEREAS, pursuant to Paragraph VII(D) of the Melissa -Anna Agreement, the Parties may terminate the Melissa -Anna Agreement at any time upon mutual written consent; and WHEREAS, the Parties, by this Termination, desire to provide for the termination of the Melissa -Anna Agreement as set forth herein. NOW, THEREFORE, the Parties mutually agree to the following terms and conditions: SECTION I. RECITALS The recitals set forth above are incorporated into this Termination as if set forth in frill for all purposes. SECTION II. TERMINATION OF MELISSA-ANNA AGREEMENT The Melissa -Anna Agreement, attached hereto as Exhibit "A", is hereby terminated as of the Effective Date of this Termination, subject to the fulfillment of Anna's obligation set forth in Section III (Final Invoice and Payment) below. SECTION III. FINAL INVOICE AND PAYMENT Within ten (10) business days of the Effective Date of this Termination, Melissa shall send a final invoice to Anna for all outstanding amounts owed to Melissa under the terms of the Melissa -Anna Agreement. Within thirty (30) days of receipt of said final invoice, Anna shall remit to Melissa any outstanding payments due to Melissa under the terms of the Melissa -Anna Agreement. Upon receipt of Anna's final payment by Melissa, the Parties agree that all of the Parties' obligations under the Melissa -Anna Agreement will have been fully satisfied, thereby rendering the same terminated and of no force and effect. Should Anna fail to tender the outstanding payments as provided in this Section, the Parties agree that Melissa shall have any and all rights and remedies available to it for payment thereof as set forth in the Melissa -Anna Agreement. SECTION IV. EXECUTION AND DELIVERY OF DOCUMENT Upon consideration and action by the governing bodies of each Party, two (2) originals of this Termination shall be executed, with one original being delivered to the other Party. The Parties agree that this Termination may be executed in number of identical counterparts, each of which shall be deemed an original for all purposes. THIS TERMINATION WAS APPROVED BY THE CITY COUNCIL OF THE CITY OF ANNA at its Regular meeting on the day of , 2013, with authorization for the Mayor to execute the Termination on behalf of the City of Anna. CITY OF ANNA ATTEST: CITY SECRETARY MAYOR THIS TERMINATION WAS APPROVED BY THE CITY COUNCIL OF THE CITY OF MELISSA at its Regular meeting on the day of 2013, with authorization for the City Manager to execute the Termination on behalf of the City of Melissa. CITY OF MELISSA ATTEST: LINDA BANNISTER, CITY SECRETARY JASON LITTLE, CITY MANAGER EXHIBIT "A" City of Melissa —City of Auna Wastewater Service Agreement The City of Melissa ("Melissa") and the City of Alma ("Anna's hereUy enter into this Wastewater Service Agreement (this "Agreement"), with an effective date of t 6 V -- WHRE,AS, Melissa and the North Texas Municipal Water District (the "District") have duly entered in to an "Amended Regional Wastewater Customer Service Contract for Customer Service with the City Of Melissa" dated January 27, 2009 (the "Melissa-Disbict Contract'), attached hereto as Exhibit A, which requires the District to operate and maintahx a wastewater collection and treatment system to provide wastewater service to Melissa; and WHEREAS, Melissa represents and warrants that the Melissa -District Contract is the only current agreement between Melissa and District concerning District's provision of wastewater collection and treatment services to Melissa mid that this Agreement is in no way limited by or in conflict with the Melissa -District Contract; and WIiEREAS, Melissa and Anna have contracted to jointly fund the construction of certain portions of the Throckmorton Creek outfall main and the recently constructed Clemons Creek outfall main as more fully defined in the joint construction agreements for said lines including the hnterloeal Agreement By and Between the City of Melissa, Texas and the City of Anna, Texas for Clemons Creek executed by Melissa on March 1, 2004 mid by Anna on March 3, 2004 and the Interlocal Agreement By mid Between the City of Melissa, Texas and the City Uf Anna, Texas for Throcknnorton Creek and Trinity River Sewer lines executed by Melissa on May 26, 2006 and by Anna on May 19, 2006, attached hereto, respectively, as Exhibit B and Exhibit C, and referenced herein collectively as "Interlocal Agreements'; and WIII;REAS, Melissa and Anna have each entered into and executed respective agreements for debt financing for said wastewater outfall mains and appurtenances, said rnabts and appurtenances to be collectively referenced herein as the "System". and WHEREAS, Melissa mid Anna desire to specify an agreed amount of available wastewater flow capacity through the System for Anna by allocating a certain portion of the Melissa wastewater flow capacity under the Melissa -District Contract to Anna; and WHEREAS, Melissa and Anna agree tinat planning for regional treatment will be more cost effective than continubng to construct small phases of local wastewater treatment facilities; and WIiEItEAS, Melissa and Anna mutually agree to be subject to the provIsians of Texas Govercunent Cade §791.001, et seq., tine Interlocal Cooperation Act, mid other applicable sections, statutes, and contracts pursuant thereto and that all fees and costs incurred by either party as a result of their respective obligations hereunder shall be paid from current revenues legally available to cacti party. NOW, THERE FORE, Melissa and Anna mutually agree to the following terms and conditions: Clty ofMelissa —City of Anna Wastewater Service Agrre,mont PflSe t I. RECITALS The recitals set forth above are incorporated into this Agreement as if set forth in full for all purposes. Th PURPOSE The purpose of this Agreement is for Melissa to make an allocaiion to Anna a certain portion of the wastewater flow capacity that Melissa is guaranteed under the Melissa,, District Contract, which is incorporated herein by reference for all purposes, so that Anna .., .utiii7( f�€ S�CSt� Its k� diSs1?L�rSPP4 infn the Mrlicca nnrt of fhP Svetam nnrtnin s orepA.& A. It is agreed that the wastewater discharged by Acura through the ,Anna metering stations —which shall be located at and measure the flow of Anna wastewater into Point of Entry A and Point of Entry B as described in further detail in the Melissa -District Contract —and into the Melissa part of the System shall not exceed: 1. An average daily flow of 333,200 gallons or a maximum day flow of 833,000 gallons at Point of Entry A; and 2. An average daily flow of 644,000 gallons or a maximum day flow of 1,610,000 gallons at Point•of Entry B. B. All wastewater discharged by Anna under this Agreement shall meet the effluent quality standards specified in the Melissa -District Contract and Anna must at all times comply with applicable state and federal law. C. The geographical area from which Anna may collect and transfer wastewater into the Melissa part of the System is limited to the area illustrated on the attached Exhibit D, titled "Service Area Map B." D. The location of Point of Entry A and Point of Entry B are as more particularly described on the attached Exhibit E. N. AMOUNT OF PAYMENT FOR FLOW VOLUME AND RELATED WASTEWATER SERVICES A. Charges for service to Anna shall be determined by the current unit cost per thousand gallons as provided for in the Melissa -District Contract as applied to Melissa —Anna Wastewater Service Contract for service within areas of Anna page 2 8/18/2009 Anna's combined actual am 141ow gallons as measured by the metering stations at Point of Entry A and Point of Entry B. B. In addition, Anna shall be charged for System maintenance in accordance with the provisions regarding same and set forth in the Interlocal Agreements. C. Melissa and Anna agree that Anna has, as of the date of this Agreement, not satisfied the obligation to pay its portion of the right-of-way acquisition costs as required in the Interlocal Agreements, said amount being a total of One Hundred Eighteen Thousand, Three Hundred nuirty-Two and 00/100 Dollars ($118733100) (the "Right -of --Way Costs"), Simultaneously with its execution of this Agreement, Anna shall tender the Right -of --Way Costs to Melissa, which shall be in fall and final satisfaction of Anna's obligations with respect to right-of4ay acquisition costs to date under the Interlocal Agreements, V. PAYMENT PROCEDURES Payments for service shall be made monthly by Attna to Melissa consistent with the payment provisions of the Melissa -District Contract, subject to following special provisions: A. Melissa shall send a written invoice to Arena on the ls` of each month (meter reading shall be by either Melissa or District) showing Ute amount of actual flow for that billing period and any maintenance costs. Each month's invoice is due to be paid within 10 days of Anna's receipt of the invoice. If an invoice remains unpaid for more than 30 days after it was sent, a late charge in the amount of 10% of the invoice shall accrue. B. The first monthly payment due each fiscal year shall be twice the calculated monthly payment with no payment due during the last month of the fiscal year except for costs caused by adjustments based on actual flow or System expense. At the end of each fiscal year, any deficit shall be billed to Anna and any credit shall be applied to Anna's billing for the next fiscal year. VI. OTHER A. 'Title to all wastewater shall be in Attna unfit discharged at any Point of Entry into Melissa's part of the System, as such points ate identified hereht and at which point title to such wastewater shall pass to Melissa. Melissa reserves the right of re -use of wastewater treated effluent to the extent authorized by the State of Texas. B. Ownership of the wastewater meter that measures the Anna volume on each transmission main passing through Entry Point A and Entry Pohtt B shall be vested with Melissa until such time as the District accepts ownership of said meters, at which time ownership of the meters and meter vaults shall be vested in District. Until then, the wastewater meters at Entry Point A and Entry Point B herein shall be maintained by Melissa in accordance with the Distxict's Htcllssa —Anna Wastewater Service Contract for service within areas of Anna page 3 3/l8/2009 Standard Maintelnalnce Policy fox such meters. Anna shot! have the right to request verification of the accuracy of the meters by witnessing Melissa's calibrations. Should disagreement arise regardutg the accuracy of the meters, Anma shall have the right to have an outside meter company evaluate the meters with Melissa personnel present once m any six (6) month period. Any meter adjustment shall not be for a time period greater than six (6) months. C. Anna and Melissa shall each have access to meters and controls on the meter station sites where the Anna flow is transferred into the Melissa part of the System. D. Melissa and Anna hereby agree to work in good faith toward a restructuring of this Agreement upon any circumstances that would provide relief or additional wastewater capacity being discharged by Melissa for treatment by the District or would otherwise allow for greater treatment capacity. The goal of such restructuring will be to provide the City of Anna with wastewater flow capacity consistent with Melissa's Obligation set forth in the previous Tnterlocal Agreements. Such restructuring shall be in the form of a separate written agreement between District and Anna or an amended agreement between District and Melissa in the event that Anna is unable to secure after negotiating in good faith, an agreement directly with the District for increased capacity. E. Anna and Melissa agree to perform their obligations under this Agreement consistent with the Melissa -District Contract. VIT. TERMlTEItMIN'ATTON A. The term of this Agreement is indefinite unless otherwise agreed to in writing by the parties in accordance with applicable law and/or unless terminated earlier as provided herein. B. No party shall be in default under this Agreement until written notice of the alleged failure of such party to perform has been given (which notice shall set forth in reasonable detail the nature of the alleged failure) and until such party has been given a reasonable time to cure the alleged failure (such reasonable time determined based on the nature of the alleged failure, but in no event less than thirty (30) calendar days after written notice of the alleged failure has been given, however, such period shall be extended for such reasonable periods that may be required under the circumstances so long as the breaching party is diligently prosecuting the cure of such breach to completion not to exceed ninety (90) calendar days from receipt of the notice of failure to perform described herein. The non -defaulting party may, at its sole option and in writing, extend the time to cure for a duration reasonable under the circumstances. C. In the event that a party materially breaches tills Agreement after being provided with the notice described in Patagrnph VIT(B) and failing to cure fire Melissa —Anna wastewater Service Contract for service within areas of Anna page 4 8/I S/2009 breach as provided therein, Dither party shall have available to it all rights and remedies at law or in equity. In a suit for breach of this Agreement, the prevailing party shall be entitled to its reasonable and necessary attorney fees. D. The parties may terminate this Agreement at any time upon mutual written consent. THIS COTVTIiACT APPROVED BY THE City Council of the City of Anna at its Regular meeting on the _2.90' day of K r_ 2009, with authorization for the Mayor and City Secretary to execute the agreemer t on behalf of the City of Anna. CITX OF ANNA THIS CONTRACT REVIEWEll A�u�`tTBD BY TIIG CITY COUNCH, OF THE CITY OF MELISSA in a Regular meeting on the ' ' , ) r14 day of 'f ..0 .) I . 2009 with authorization for the Mayor and City Secretary to execute the agreem&t on behalf of tlic City of Melissa. CITY OF ]YIELISSA Melissa —Anna Wastewater Service Contract for service within areas ofAnna page 5 8/18/2009 Council Meeting: February 26I 2013 Account Code #: N/A Budgeted Amount: n Item No. 11 City Secretary's use only City of Anna City Council Agenda Staff Report Staff Contact: Natha Wilkison Date Prepared: 2-21-1 Exhibits: ❑Yes ❑ No AGENDA SUBJECT: Consider/Discuss/Action regarding appointments to the Anna Economic Development Corporations Anna Community Development Corporation and the Parks Advisory Board. (City Council) SUMMARY: There is a vacancy on Anna EDC/CDC Corporations. Place 5 is vacant at this time. There are four (4) applicants for your consideration. There is a vacancy on the Parks Advisory Board. Place 2 is vacant at this time. There are two (2) applicants for your consideration. RECOMMENDATION: Staff recommends appointments to the Anna EDC/CDC Corporations and the Parks Advisory Board.. APPLICATION FOR CITY COUNCIL -APPOINTED BOARDS AND COMMISSIONS Noto: Applications will be held for one (1) year. Board/Commission Preference: ® EDC —Economic Development Corporation ❑ P&Z —Planning and Zoning Commission ❑ Board of Adjustments Name: Bobby Graham Hame address: 213 Niagara Falls Dr ❑CDC —Community Development Corporation Crl Parks Advisory Board Home Telephone: 972-467-73$0 Home Fax: Mome E-mail: bgraham15@msn,com Anna resident far 3 Profession/occupation: Business Name: Kemper Insurance Business Address: $360 LBJ Freeway Dallas TX 75243 Business Telephone: 800456A 919x1203 Business Fax: $66-616-9450 Business E-mail: bgraham@kemper.com years Special knowledge or experience applicable to board/commission function: Worked as auto material damage manager for over 12 years and managed both as stake holder, subject matter expert and business analyst. I feel I would b� candidate in participating and moving projects forward. I am vested in this commt� Other information Member of Gra church and on where the council deems a best flt. Coach a homeschooi middle schoo{ league - CPR vN.T. Chargers. Have you ever been onvicted of a felony or a crime involving moral turpitude? NO 13 Signature J 1 Date Please return completed a,vplication to: Offioe of the City Secretary 111 N. Powell Parkway PO Box 776 Anna, TX 75409-0776 972-8243325 972-924-2620 FAX nwilkison(a3annatexas.gov FEB 14 20t'{ ooarcuuommit3t3ron rreterence: ®D EDC —Economic Development Corporation I PU —Planning and Zoning Commission Board of Adjustments Name: Alonzo TUtSOn ®CDC -Community Development Corporation ❑ Parks Advisory Board Home Address: 1601 White Oak Rd Home Telephone: 214-397-9267 Home Fax: 97M24-7021 one E-mall: atutsonmisd@yahoo,cm Anna resident for Profession/occupation: Business Name: Collin County Center Business Address: 2100 BtoomdaleMcKinney, TX 75071 Business Telephone: 97M46-3627 Business E-mail: ICO.C011ill.tX.�1S Special knowledge or experience appficabte 1 I have served on numerous baarus and ,and national levels. Other information (e.g., civic activities): Have ou ever be%e � convict of a felony or Signature / Please reium completed annlicaiion to: Office of the City Secretary 111 N. Powell Parkway PO Box 776 Anna, TX 75409-0776 Fax boardJcornmission function: years lesions on the Iccal (McKinney), state crime involving moral turpitude? IVO 02I13/12 Date FEB 13 2013 972-924-3325 972-924-2620 FAX nwilkison@annatexas.gov 11130V1 1 f Career Obiective: My career objective is to vein an environment where my knowledge and skills can be utilized while contributing towards the overall goal of the team. Summary of Qualifications: Able to prepare, analyze and input data, schedule and facilitate conferences, create safe and teachable working environment. Able to implement expert organizational skills by structuring diverse coop -programs between various sectors in the community. Work History: Collin County Government Center- McKinney, Texas 01/16/2013-Present COMMUNITY SUPERVISION AND CORRECTIONS DEPARTMENT CLERK • Provides administrative and clerical support by answering calls, assisting clients, preparing correspondence, maintaining files and records • Entering data into computer system, and processing paperwork. • Maintaining confidentiality • Other duties include receiving payments, balancing cash drawer and preparing bank deposits. McKinney Housing Authority- McKinney, Texas, 08/Ol/09-01/14/2013 BOARD OF COADUSSIONERS CHAWLAN • Hire, direct and evaluate the Executive Director. • Ensure effective organizational planning. • Ensure adequate organizational resources. Approve administrative, program and project budgets. • Manage resources effectively. Review financial and audit reports. • Conduct annual public hearing for the agency's Public Housing Authority plan, (PHA Plan) as required by HUD. Adopt annual resolution and certifications regarding PHA Plan. • Approve the agency's annual Section 8 Management Assessment Program (SEMAP) submission as required by HUD. • Adopt, review and revise MHA Section 8 Administrative Plan, MHA Personnel Policy, MHA Procurement Policy and associated matters. Review proposals for new, or changes to existing, housing programs or projects. • Review legal matters. • Act on such other matters that may properly come before the McKinney Housing Authority Board of Commissioners. McKinney ISD -McKinney, Texas, 07/15/2001-01/0712013 EDUCATOR/ SITE MANAGER CHH�DCARE PROGRAMS • Instruct various subjects including: math (Algebra), science, social skills, leadership, history, health and Language Arts. • Responsibilities Include: Completes, maintains, or assigns preparation of attendance, activity, planning, or personnel reports and records for officials and agencies. Confers with parents and staff to discuss educational activities, policies, and student behavioral or learning problems. • Evaluates programs to determine effectiveness, efficiency and utilization and to ensure activities comply with federal, state, and local regulations • Determines allocations of funds for staff, supplies, materials, and equipment and authorizes purchases e Reviews and interprets government codes and develops programs to ensure facility safety, security, and maintenance. Writes articles, manuals, and other publications and assists in the distribution of promotional literature. Page 2 Alonzo J. Tutson Youth Services Council, Richardson, Texas, 08/Ol/1999-06/03/2001 TEACHE R/ASSTANT DIRECTOR o Collects and analyzes survey data, regulatory information, and demographic and employment trends to forecast enrollment patterns and curriculum changes. ® Completes, maintains, or assigns preparation of attendance, activity, planning, or personnel reports and records for officials and agencies. Confers with parents and staff to discuss educational activities, policies, and student behavioral or learning problems. ® Coordinates outreach activities with businesses, communities, and other institutions or organizations to identify educational needs, and establish and coordinate programs. Counsels and provides guidance to students regarding personal, academic, or behavioral problems. ® Determines allocations of funds for staff, supplies, materials, and equipment and authorizes purchases ® Determines scope of educational program offerings and prepares drafts of course schedules and descriptions to estimate staffing and facility requirements Directs and coordinates activities of teachers or administrators at daycare centers, schools, public agencies, and institutions EDS, Plano, Texas, 09/06/1993-02/21/1998 SHIPPING/RECEIVING Supervisor of Technical Products Div. RA Dept. Supervises and coordinates activities of workers engaged in verifying and keeping records on incoming and outgoing shipments, and preparing items for shipment: Studies shipping notices, bills of lading, invoices, orders, and other records to determine shipping priorities, work assignments, and shipping methods required to meet shipping and receiving schedules, utilizing knowledge of shipping procedures, routes, and rates. ® Oversees incoming and outgoing shipping activities to ensure accuracy, completeness, and condition of shipments. ® Determines space requirements and position of shipment in boxcars and trucks and lays out position of shipment. • Determines routing and legal load limits of trucks, according to established schedules and weight limits of states. ® Inspects loading operations to ensure compliance with shipping specifications, and seals loaded boxcars and truck doors. ® Inspects material handling equipment for defects and notifies maintenance personnel or contacts outside service facility for repair. 0 Directs movement of shipments from shipping and receiving platform to storage and work areas. • Compiles records of unfilled orders. ® Posts weight and shipping charges. • Prepares bills of lading. Training and preparing staff in accordance to OSHA Regulations and Standards Page 3 Alonzo J. Tutson Education and Certifications: Early Childhood Development/ Child Care Certification: Texas A&M University, College Station, TX, 2012 Board of Commissioners Certification Levels I, H, & no, Nelrod Consortium, Ft Worth, TX, 2012 B.S.Interaise] plinary Studies (EC-6): Paul Quinn College, Dallas, TX, Currently Enrolled McKinney Experience Leadership Program: McKinney Chamber of Commerce, McKinney, TX, 2011 Licensed Childcare Site Manager: Texas Office of The Attorney General, Austin, TX, 2011 CertificateofAppreciation: City Of McKinney Housing and Community Development Plan, 2010 Texas Open Meeting Certification: Texas Office of The Attorney General, Austin, TX, 2009 Early Childhood Development Degree: Ashworth College, Atlanta, GA, 2005-2007 B.A. Ministry: ACTSII Ministy School: Van Alstyne, TX, 2003-2005 Ordained in the Ministry: World Ministry Fellowship, Plano, TX 2004 Cultural Diversity Diploma: MefLife Institute, Washington DC, 2002 Christian Education Certificate: Southern Baptist Assoc., First Baptist Church, McI�inrney, TX, 2001 Leadership Diploma: McKinney Chamber of Commerce, McKinney, TX, 2001 Licensed to the Ministry: Southern Baptist, St. Mark Missionary Baptist Church, McKinney, TX, 1999 Associates Degree: Health/ Physical Education: Academy of Health &Science, Ft. Sam Houston, San Antonio, TX, 1991 CPR First Aid Certification: 1991-Present Class A CDL with P and S Endorsements Civic Activities: McKinney Housing Authority Board Chair, City of McKinney, TX, 2010-2013 McKinney Housing Authority Board Member, City of McKinney, TX, 2009-2010 McKinney Evaluation and 5-Year Action Plan Committee, City of McKinney, TX, 2010 U.S. Census Complete Count Sub -Committee, City of McKinney, TX, 2009-2010 P.R.LDE. Area Leader, City of McKmney, TX, 2008- Present Holy Family School Board of Trustees, City of McKinuey, TX, 2004-2005 Neighborhood Action Committee, City of McKinney, TX, 2001- 2005 Parks and Rec. Sub -Committee, City of McKinney, TX, 2001-2004 Volunteer McKinney, City of McKinney, TX, 2000-2005 City Council At -Large Candidate, City of McK incy, TX, 2001 Faith Based Branch of the McKinney Chamber of Commerce, City of McKinney, TX, 2001-2002 Head Track Coach, Collin County Boys & Girls Club, 1996-2002 Transportation Board, City of McKinney, TX, 1998-1999 Community Task Force, City of McKinney, TX, 1997-1999 Additional Skills: SCHOOL ADMINISTRATION WORK; TRAINER OF EDUCATORS, TEACHING; PHYSICAL EDUCATION; ATHLETICS COACHING; ATIII,ETICS TRAINING; SCHOOL COUNSELING; TUTORING; CURRICULUM DEVELOPMENT WORK; EDUCATION RESEARCH WORK;ORIENTATION TRAINING; WRITING; EMERGENCY MEDICAL TECH WORK; MEDICAL ASSISTING; ADVANCED KNOWLEDGE OF MICROSOFT OFFICE WINDOWS, EXCEL AND ACCESS; TYPING 45 WPM 2013-02-06 21A9 2Np CHANCE MINISTRY 972-924-7383 >> 9729242620 APPLICATION run CITY COUNCIL APPOINTED BOARDS AND COMMISSIONS Wale: Appikafinng wtil fie held for one (i) Mr. Board/Commissloo Pf0erence: ■PU �Plannlng and Zoning Commission ■ Board of AdJustments Name: A� TWA FUGETT Home Address: 922 BENS DR Home Telephone: 972'924'73$3 Home Fax:AA11E Home E-mail: FFUGE17@HOTMAIL,GOM Anna resident for 4 years Profession/accupatton: eustness tVam�: TY FARM 1;3U�EAU Business Address: 200 FM 1417 SHERMAN, TX 75092 Business Telephone: 903'893-4393 Business Fax: tusiness E^mail: FFUGETT TXF8=lNS.GOM Special knowiedrie or experience applicable to board/commission function: DMAIRED t3RAY84N COUNTY NAACP FREEDOM FUND DIVERSITY Kilt It lkii LIDENSED M1�51t3NARY COGIC; STATE t�F YX TaC FiEI,lOi7US Vt�1,UNTEER it 506A �M �7z-sza-3�zs 972-924282Q FAX f1WtIki40n�rliSflBiGXd5.$6v FEB t77 A. Noto: AppllcaUons will beheld for one (9) year. Board/Commission Preference: d EDC —Economic Development Corporation ❑ P&Z —Planning and Zoning Commission ❑ Board of Adjustments Name: LaShardar Jarvis -Wells 0 CDC —Community Development Corporation ❑ Parks Advisory Board Will Address: 116 Meadow Lark Lane, Anna, TX 75409 Home Telephone.�972) 924-4818 Home Fax: Home E-mail; lashardarj@aol.com Profession/occupation: Business Name: Capital One Financial a resident for � Business Address: 7933 Preston Road, Plano, TX 75024 Business Telephone: Business Fax: Business E-mail: lashardar.jarvis@capitalone.com Special knowledge or experience applicable to board/commission function: See attachment Other information (e.g., civic activities): See attachment Have you ever be � convicted,-pf a felony or a crime involving moral turpitude? No A January 22, 2013 ture Date Please return completed wpiicatfon to: Office of the City Secretary 111 N. Powell Parkway PO Box 776 Anna, TX 75409=0776 years 972-924-3325 972-924-2620 FAX nwil kison@annatexas.gov JAN � 9 2013 Special knowledge or experience applicable to board/commission function: I have been working at Capital One Financial since 2001. 1 have a varied knowledge of business and financial risk which I am currently applying to my daily job role. Given the current needs and growth projections of Anna, I would like to be a part of guiding the city in positive productive growth conducive to job development and large industry attraction. My education and business experience wilt be a positive asset in helping make Anna one of the best cities in Collin County to live and work in. ®that information (e.g., civic activities): I have worked with Capital One in various projects in a volunteer capacity. I have taught financial literacy to kids in area schools, worked on projects with the boys and girls club, donated and sorted food at the North Texas Food Bank, and collected items and put together care packaged for troops just to name a few. I have also worked with Capital One to donate funds to help kids in Anna area schools attend education trips to improve their development. Currently, I am in the process of working with Capital One to provide Anna Middle School with help to purchase technology equipment to help our. student be on par with neighboring school district. APPLICATION FOR �,TY�x�„r,�.TFx�s CITY COUNCIL -APPOINTED BOARDS AND COMMISSIONS Nofe: Applications w111 beheld for one (1) year. Board/Commission Preference: ❑ EDC —Economic Development Corporation ❑ P&Z —Planning and Zoning Commission ❑ Bo�r�of Adjustments �`\ Name: Home Address: Home Telep Home Profession/occupation: Business Name: Business Address: Business Telephone: Business E-mail: ❑ CDC —Community Development Corporation Parks Advisory Board k>�D �� Home resident for ' r`"�1 years iness Fax: or experience applicable to board/commission function: Other information (e.g., civic activities): f•'v:! of a felony or a crime involving moral turpitude? Date Please return completed_application to: Office of the City Secretary 111 N. Powell Parkway PO Box 776 Anna, TX 75409-0776 ■ - ,i FEB 1 " 79t3 � �- flainallimson From: sandra corless <%Ocm y05011@yahoo.co111> Sent: Monday, February 11, 2013 12:14 PM To: Natha Wilkison Subject: Park Board 733 Mahognay Dr anna,Texas 75409 214-693-6655 candv05011C�yahoo,com Objective To earn a position with a progressive company that offers the possibility of long-term development and growth. Employment SKILLS Top Management, budgets, human resources ,office management. Tuesday Morning 2010 -2012 Retail, department head, cashier, stocking,etc McKinney, Texas Enterprise Auto Leasing zoos -zoos Driver, Customer service, transfer autos to customers, and branches, Dallas, Texas 1 Education Professional Driver Lennox Industries, Dallas, Texas 2001-2005 Customer Service, Sold A?C parts and supplies ali over Texas and Canada Holiday Retirement Corp, United States Director of senior properties and acquisition of new properties Natha: My printer is not working. I will come by and get an application. I'm sending this to you as I was not able to copy either. Thank YOU, Sandy 1991-1994 North Texas University 1963-1965 Associates two years Denton, Texas z REFERENCES upon request Sandra Corless Click here and enter Information. Sa.r��y C®r 1 ess CITY OF ANNA APPLICATION FOR CITY COUNCIL -APPOINTED BOARDS AND COMMISSIONS Note: Applications will be held for one (1) year. Board/Commission Preference: ❑ EDC —Economic Development Corporation ❑CDC —Community Development Corporation ❑ P&Z —Planning and Zoning Commission El Parks Advisory Board ❑ Board of Adjustments Name 1, z Home Address:!`-w. Home Telephone:(Home Fax: JL Home E-mail: ��# �,�:t, €� Anna resident for,° years"= C' Profession/occupation (please attach current resume 1 `,{`t' r "s. Business Name: NK Business Address I ` i�f q�.I .�z Business Telephone:( t t" .f ` Cr//`� Business Fax: Business E-mail i,;.� co v y Special knowledge or experience applicable to board/commission function: � t= C ter Other information (e.g., civic activities): Have you ever been convicted of a felony or a crime 'Signature ; Please return completed application to: Office of the City Secretary I I I N. Powell Parkway PO Box 776 Anna, TX 75409-0776 involving moral turpitude? ! (_' r i`i Date IF 972-924-3325 972-924-2620 FAX nwilklson@annatexas, gov JAN 2 � 2013 � i l Kelly L Hoggatt, LMT 611 N Sherley Ave Anna, TX 75409 keil ho gatt@aol.com Objective Position on the Parks Board that will utilize my strong people skills, knowledge of the wants and needs of families in the community, as well as my organizational abilities, and business experience. Qualifications As a mother of four children, as well as my involvement with Anna Youth Sports Association, I can offer both knowledge and experience with the tasks at hand. Education 2/08 Graduated from Universal Body Wellness 9/03-5/06 Graduated Cum Lade from Navarro College 9/93 Anna High School in Anna, Texas Relevant Experience 4/08-Present Self employed licensed massage therapist 5/03-2/06 Comcept Division - L3 Communications, Rockwall, TX Facilities Coordinator/Project Administrator Duties: General Clerical -(phones, typing, filing, copying...) data entry, schedule meetings, travel arrangements for management, etc. Organize information and attendees for large multi level meetings. Some security responsibilities, 8/01-5/03 Youth Direct Ministries - Duncanville, Texas Project Administrator Duties: General Clerical -(phones, typing, filing, copying...) data entry, donation entry (Peachtree). Organize, develop, arrange, and implement programs for youth in detention. Frequent phone and email communication with volunteers and coordinators nationwide. Completion of all other tasks assigned. 10/02-3/03 Pier 1 Imports - Cedar hill Sales Associate (Temporary for Holidays) Duties: Sales, stock shelves, assemble furniture, organize displays, clean store. 9/99-8/01 Stay at home mom and ran a part time daycare in my home. 3/98-9/99 Baptist General Convention of Texas - Dallas, Texas Financial Secretary Duties: General clerical, balance budget and generate monthly reports, check requisitioning, time sheet management for State Directors, and organization of staff and Director's meetings. 7/94-1/98 Dr. Michael Samuels, D.O. Office Administrator Duties: General clerical, greet patients, scheduling appointments, billing, insurance billing, check requisitioning, and maintained medical records and files. Customer service. Council Meeting:_ February 26, 2012 Account Code #: N/A Budgeted Amount: N/A Item No. 12 City Secretary's use only City of Anna City Council Agenda Staff Report Staff Contact: Philip Sanders Date Prepared: 2-21-13®� Exhibits: ❑Yes ❑ No AGENDA SUBJECT: CLOSED SESSION (EXCEPTIONS): Under Tex. Gov't Code Chapter 551, the City Council may enter into closed session to discuss any iteins listed or referenced on this agenda under the following exceptions: a. consult with legal counsel regarding pending or contemplated litigation and/or on matters in which the duty of the attorney to the governmental body under the Texas Disciplinary Rules of Professional Conduct of the State Bar of Texas clearly conflicts with Chapter 551 of the Government Code (Tex. Gov't Code §551.071). The council further reserves the right to enter into executive session at any time throughout any duly noticed meeting under any applicable exception to the Open Meetings Act. Council Meeting: February 26 2013 Account Code #: N/A Budgeted Amount: N/A Item No. 13 City Secretary's use only City of Anna City Council Agenda Staff Report Staff Contact: Philip Sanders Date Prepared: 2-21-13 Exhibits: ❑Yes ❑ No AGENDA SUBJECT: Consider/Discuss/Action on any items listed on posted agenda for February 26, 2013 City of Anna Special Meeting or any Closed Session occurring during this Special Meeting, as necessary. SUMMARY: RECOMMENDATION: Council Meeting:_February 26t 2013 Account Code #: N/A Budgeted Amount: N/A AGENDA SUBJECT: Adjourn. SUMMARY: Item No. 14 City Secretary's use oily City of Anna City Council Agenda Staff Report Staff Contact: Philip Sanders Date Prepared: 2-21-13 Exhibits: ❑Yes ❑ No RECOMMENDATION: Staff recommends a motion to adjourn.