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HomeMy WebLinkAboutCity Council Meeting - Council - Agenda - 11/15/2005 AG EN DA f City of Kent City Council Meeting Agenda j November 15, 2005 Mayor Jim White Deborah Ranniger, Council President Councilmembers Tim Clark Debbie Raplee Ron Harmon Les Thomas Julie Peterson Bruce White KENT WASHINGTON City Clerk's Office 1 KENT CITY COUNCIL AGENDAS K E N T November 15, 2005 W A 5 H I M G.o N Council Chambers MAYOR- Jim White COUNCILMEMBERS Deborah Ranmger, President Tim Clark Ron Harmon Julie Peterson Debbie Raplee Les Thomas Bruce White COUNCIL WORKSHOP AGENDA 5:30 p.m. Item Description Sneaker Time 1. 2006 Preliminary Budget Robert Nachlmger 45 min COUNCIL MEETING AGENDA 7:00 p.m. 1. CALL TO ORDER/FLAG SALUTE— Webelos Pack 725 2. ROLL CALL 3. CHANGES TO AGENDA A FROM COUNCIL, ADMINISTRATION, OR STAFF B FROM THE PUBLIC— Citizens may request that an item be added to the agenda at this time. Please stand or raise your hand to be recognized by the Mayor. 4. PUBLIC COMMUNICATIONS A. Economic Development Report 5. PUBLIC HEARINGS A. 2006 Annual Budget (Second Hearing) B. 2005 Tax Levy for 2006 Budget C. 2006-2011 Capital Improvement Plan (Second Hearing) D. Comprehensive Plan Amendment to Include 2006-2011 Capital Improvement Plan E. Comprehensive Plan Amendment and Revisions to Kent City Code 12 13, School District Capital Facilities Plans 6. CONSENT CALENDAR A. Minutes of Previous Meeting—Approve B Payment of Bills—Approve C. Tourism Contract with Kent Chamber of Commerce— Authorize D. 2006 Kent Reporter Contract for Kent Connections Newsletter—Authorize (Continued on Back) COUNCIL MEETING AGENDA CONTINUED E. Utility Billing System Replacement—Authorize F. Write-Offs for 2005 — Authorize G WRIA 9 Salmon Habitat Plan Resolution—Adopt H. WRIA 9 Interlocal Extension Agreement—Authorize I. Project Construction Agreement with Puget Sound Energy Re- 1161h Avenue SE Improvement Project—Authorize J. Joint Utility Trench Agreement with Qwest Re. 116`h Avenue SE Improvement Project—Authorize K. Joint Utility Trench Agreement with Comeast Re- 116`h Avenue SE Improvement Project—Authorize L. Condemnation Ordinance for S. 2771h Street Corridor Extension Project (116`h Avenue SE)—Adopt :? I (P`1 M. Condemnation Ordinance for S. 228`h Street Burlm ton Northern Santa Fe Railroad Grade Separation Project— Adopt 31fo1 N. Joint Utility Trench Agreement with Qwest Re S 228`h Street Burlington Northern Santa Fe Railroad Grade Separation Project—Authorize O. Joint Utility Trench Agreement with Puget Sound Energy Re S 228`h Street Burlington Northern Santa Fe Railroad Grade Separation Project—Authorize P. Memorandum of Understanding Between City of Kent and Burlington Northern Santa Fe Railroad Re- S 2281h Street Burlington Northern Santa Fe Railroad Grade Separation Project— Authorize Q. 98`' Avenue SE Sanitary Sewer Latecomer Agreement—Authorize R. 2005 Traffic Striping Project— Accept as Complete S. Urban Density Ordinances—Adopt 3.16pq —?o '( 7. OTHER BUSINESS None 8. BIDS A. Financial Services Furniture 9. REPORTS FROM STANDING COMMITTEES, STAFF AND SPECIAL COMMITTEES 10. CONTINUED COMMUNICATIONS 0 , � it. EXECUTIVE SESSION AND AFTER EXECUTIVE SESSION A. Property Negotiations 12. ADJOURNMENT NOTE A copy of the full agenda packet is available for perusal in the City Clerk's Office and the Kent Library The Agenda Summary page and complete packet are on the City of Kent web site at www ci kent wa us An explanation of the agenda format is given on the back of this page Any person requiring a disability accommodation should contact the City Clerk's Office in advance at(253) 856-5725 For TDD relay scivice call the Washington Telecommunications Relay Service at 1-800-833-6388 d530 OSyb�o` a c >-OmVam b c$a t N a E E m^ E vN 2" aNc c�Eo oyN ! 0 �7p,n aEyVc =g 'ayg0: dY .0�e 02Vw Ds4v ° � EaC5 - C c >'a .Y � cu •� •L C Lr `V O NJ C OTQT c0 Ov 5 o.a $E 1 � LC �O OE� 0O � v� a cai oN L0 U E lll.Oj q ` o V J N d N J. d-5 0 �•�,y •_ O.•- V V E C cq cU— x ro Ea a � q � ro o c c J N cO-- c EI • 01- uCe NCJ- � p,rE Q. 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SUBJECT: 2006 ANNUAL BUDGET (SECOND HEARING) 2. SUMMARY STATEMENT: This date has been set for the second public hearing of the 2006 Annual Budget 3. EXHIBITS: None 4. RECOMMENDED BY: Finance Director (Committee, Staff, Examiner, Commission, etc.) 5. FISCAL IMPACT Expenditure? N/A Revenue? N/A Currently in the Budget? Yes No If no: Unbudgeted Expense: Fund Amount $ Unbudgeted Revenue: Fund Amount $ 6. CITY COUNCIL ACTION: A. Councilmember moves, Councilmember seconds to close the public hearing B. Councilmember moves, Councilmember seconds DISCUSSION: ACTION. Council Agenda Item No. 5A Kent City Council Meeting Date November 15, 2005 Category Public Hearings 1. SUBJECT: 2005 TAX LEVY FOR 2006 BUDGET 2. SUMMARY STATEMENT: This date has been set for the public hearing for the 2005 Tax Levy for the 2006 budget. 3. EXHIBITS: None 4. RECOMMENDED BY: Finance Director (Committee, Staff, Examiner, Commission, etc.) 5. FISCAL IMPACT Expendrture9 N/A Revenue? N/A Currently in the Budget? Yes No If no: Unbudgeted Expense: Fund Amount $ Unbudgeted Revenue: Fund Amount $ 6. CITY COUNCIL ACTION: A. Councilmember moves, Councilmember seconds to close the public hearing. B. Councilmember moves, Councilmember seconds DISCUSSION: ACTION Council Agenda Item No 513 Kent City Council Meeting Date November 15, 2005 Category Public Hearings 1. SUBJECT: 2006-2011 CAPITAL IMPROVEMENT PLAN (SECOND HEARING) 2. SUMMARY STATEMENT: This date has been set for the second public hearing of the 2006-2011 Capital Improvement Plan 3. EXHIBITS: None 4. RECOMMENDED BY: Finance Director (Committee, Staff, Examiner, Commission, etc.) 5. FISCAL IMPACT Expenditure? N/A Revenue? N/A Currently in the Budget? Yes No If no: Unbudgeted Expense- Fund Amount $ Unbudgeted Revenue- Fund Amount $ 6. CITY COUNCIL ACTION: A. Councilmember moves, Councilmember seconds to close the public hearing. B. Councilmember moves, Councilmember seconds DISCUSSION: ACTION: Council Agenda Item No. 5C Kent City Council Meeting Date November 15, 2005 Category Public Hearings 1. SUBJECT: COMPREHENSIVE PLAN AMENDMENT TO INCLUDE 2006- 2011 CAPITAL IMPROVEMENT PLAN 2. SUMMARY STATEMENT: This public hearing is to consider amendment of the Capital Facilities Element of the Kent Comprehensive Plan to incorporate the 2006- 2011 Capital Improvement Plan which had its second public hearing tonight. j3. EXHIBITS: None 4. RECOMMENDED BY: Staff (Committee, Staff, Examiner, Commission, etc.) 5. FISCAL IMPACT Expenditure? No Revenue? No Currently in the Budget? Yes No If no: Unbudgeted Expense• Fund Amount $ Unbudgeted Revenue: Fund Amount $ 6. CITY COUNCIL ACTION: A. Councilmember moves, Councilmember seconds to close the public hearing. B. Councilmember moves, Councilmember seconds DISCUSSION: ACTION: Council Agenda Item No 5D Kent City Council Meeting Date November 15, 2005 Category Public Hearings 1. SUBJECT: COMPREHENSIVE PLAN AMENDMENT AND REVISIONS TO KENT CITY CODE 12.13, SCHOOL DISTRICT CAPITAL FACILITIES PLANS 2. SUMMARY STATEMENT: This public hearing is to consider amendment of the Capital Facilities Element of the Kent Comprehensive Plan to incorporate the updated Capital Facilities Plans of the Kent, Federal Way and Auburn School Districts. These plans propose to also amend school impact fees outlined in Kent City Code Chapter 12.13. Kent City Code requires the School Districts to submit their updated Plans annually for Council review and consideration 3. EXHIBITS: Staff memo from Charlene Anderson dated 11/8/05 w/attachments, and Kent, Federal Way and Auburn School District Capital Facilities Plans & Determinations of Nonsigmficance 1 4. RECOMMENDED BY: Staff (Committee, Staff, Examiner, Commission, etc.) 5. FISCAL IMPACT Expenditure? No Revenue? No Currently in the Budget9 Yes No If no: Unbudgeted Expense: Fund Amount $ Unbudgeted Revenue: Fund Amount $ 6. CITY COUNCIL ACTION: A. Councilmember moves, Councilmember seconds to close the public hearing. B. Councilmember moves, Councilmember seconds DISCUSSION: I ACTION: Council Agenda Item No 5E COMMUNITY DEVELOPMENT Fred N Satterstrom, AICP, Director PLANNING SERVICES KE N T Charlene Anderson,AICP,Manager W ASH IN GTGN Phone 253-856-5454 Fax 253-856-6454 Address 220 Fourth Avenue S Kent,WA 98032-5895 1 NOVEMBER 8, 2005 TO: MAYOR JIM WHITE, COUNCIL PRESIDENT DEBORAH RANNIGER AND CITY COUNCIL MEMBERS FROM: CHARLENE ANDERSON, AICP, PLANNING MANAGER THROUGH: MAYOR JIM WHITE SUBJECT: COMPREHENSIVE PLAN/CAPITAL FACILITIES ELEMENT AMENDMENT AND REVISIONS TO KENT CITY CODE 12 13, SCHOOL DISTRICT CAPITAL FACILITIES PLANS MOTION: None at this time This issue will be decided concurrently with adoption of the 2006 Annual Budget and 2006-11 Capital Improvement Program. SUMMARY: This public hearing will consider amendment of the Capital Facilities Element of the Kent Comprehensive Plan to incorporate the updated Capital Facilities Plans of the Kent, Federal Way and Auburn School Districts. These plans propose to also amend school impact fees outlined in Kent City Code Chapter t2.13. Kent City Code requires the School Districts to submit their updated Plans annually for Council review and consideration. The City Council holds the public hearing on the school district plans at the same time as the public hearing for the budget, i.e., November 15, 2005 The City of Kent 6-year Capital Improvement Program being considered this evening also will update the Capital Facilities Element of the Comprehensive Plan BUDGET IMPACT: None BACKGROUND: One of the planning goals under the Growth Management Act (RCW 36 70A 020) is to ensure that those public facilities and services necessary to support development are adequate and timely to serve the development without decreasing current service levels below minimum standards The Act (RCW 36.70A.070) also requires the Capital Facilities Element of the Kent Comprehensive Plan to inventory existing capital facilities, forecast future needs and provide for financing of those facilities. RCW 82.02 050 authorizes cities planning under the Growth Management Act to impoNe impact fees on development activity as part of the financing for public facilities needed to serve new growth and development. As a result, KCC 12 13.080 and 090 provide for imposition of school impact fees on behalf of any school district which provides to the City a capital facilities plan, the plan is adopted by reference as part of the Capital Facilities Element of the Kent Comprehensive Plan. The school districts are required to submit for annual Council review their updated capital facilities plans (KCC 12.13 060 & 070). The Kent, Federal Way and Auburn School Districts have submitted their 2005/6 — 2010/11 Capital Facilities Plans and are requesting amendments of the Kent Comprehensive Plan and Kent City Code Chapter 12 13 to reflect changes to impact fees resulting from new student population generated by new single family and multifamily residential development The updated plans include an inventory of existing facilities, existing facility needs, expected future facility requirements, expected funding, and calculation of the impact fees according to the formula set forth in KCC 12.13.140. The Kent School District proposes increasing their existing school impact fees for single family t units from $4,056 to $4,775 (an increase of $719 or 17 7%) and for multifamily units from $1,762 to $2,940 (an increase of$1,178 or 66.9%). The Federal Way School District proposes increasing their existing school impact fees for single family units from $2,868 to $3,393 (an increase of$525 or 18.3%) and decreasing their fees for multifamily units from $905 to $895 (a decrease of$10 or 1.1%). The Auburn School District proposes increasing their school impact fees for single family units from $5,296.90 to $5,681 36 (an increase of $384.46 or 7.3%) and decreasing their fees for multifamily units from $1,831 85 to $1,536.30 (a decrease of$295 55 or 16.1%) The only area in Kent where Auburn School District's impact fees would apply is the impoundment reservoir site. Included with this memo are comparison tables among the three school districts as well as historical data on their school impact fees Also included is e-mail correspondence from the school districts in response to questions posed to them regarding their updated plans. CA\pm S\Permit\Plan\CompPlanAmdments\2005\2051292-2005-I cc doc Eric School District Capital Facilities Plans&Determinations of Nonsignificance,RCW 36 70A 020&070,RCW 82 02 050,KCC 12 13 060-090, KCC 12 13 140,comparison tables and historical data,e-mail correspondence from school districts CC. Fred N Satterstrom,AICP,CD Director Charlene Anderson,AICP,Planning Manager Project File#CPA-2005-1/KIVA#2051292 Parties of Record CPA-2005-1 Comprehensive Plan/Capital Facilities Element Amendment&Update to KCC Ch 12 13 11/15/05 City Council Meeting—Public Hearing Page 2 of 2 RCW 36 70A.020 Planning goals The following goals are adopted to guide the development and adoption of comprehensive plans and development regulations of those counties and cities that are required or choose to plan under RCW 36 70A 040 The following goals are not listed in order of priority and shall be used exclusively for the purpose of guiding the development of comprehensive plans and development regulations I (1) Urban growth Encourage development in urban areas where adequate public facilities and services exist or can be provided in an efficient manner (2)Reduce sprawl Reduce the inappropriate conversion of undeveloped land into sprawling, low-density development (3)Transportation Encourage efficient multimodal transportation systems that are based on regional priorities and coordinated with county and city comprehensive plans ' (4) Housing Encourage the availability of affordable housing to all economic segments of the population of this state, promote a variety of residential densities and housing types, and encourage preservation of existing housing stock (5) Economic development Encourage economic development throughout the state that is consistent with adopted comprehensive plans, promote economic opportunity for all citizens of this state, especially for unemployed and for disadvantaged persons, promote the retention and expansion of existing businesses and recruitment of new businesses, recognize regional differences impacting economic development opportunities, and encourage growth in areas experiencing insufficient economic growth, all within the capacities of the state's natural resources, public services, and public facilities (6) Property rights Private property shall not be taken for public use without just compensation having been made The property rights of landowners shall be protected from arbitrary and discriminatory actions (7) Permits Applications for both state and local government permits should be processed in a timely and fair manner to ensure predictability (8) Natural resource industries Maintain and enhance natural resource-based industries, including productive timber, agricultural, and fisheries industries Encourage the conservation of productive forest lands and productive agricultural lands, and discourage incompatible uses (9) Open space and recreation Retain open space, enhance recreational opportunities, conserve fish and wildlife habitat, increase access to natural resource lands and water, and develop parks and recreation facilities (10) Environment Protect the environment and enhance the state's high quality of life, including air and water quality, and the availability of water (11)Citizen participation and coordination Encourage the involvement of citizens in the planning process and ensure coordination between communities and jurisdictions to reconcile conflicts (12) Public facilities and services Ensure that those public facilities and services necessary to support development shall be adequate to serve the development at the time the development is available for occupancy and use without decreasing current service levels below locally established minimum standards (13) Historic preservation Identify and encourage the preservation of lands, sites, and structures,that have historical or archaeological significance [2002 c 154§1,1990 1stexs c17§2] RCW 36.70A 070 Comprehensive plans--Mandatory elements. The comprehensive plan of a county or city that is required or chooses to plan under RCW 36 70A 040 shall consist of a map or maps, and descriptive text covering objectives, principles, and standards used to develop the comprehensive plan The plan shall be an internally consistent document and all elements shall be consistent with the future land use map A comprehensive plan shall be adopted and amended with public participation as provided in RCW 36 70A 140 Each comprehensive plan shall include a plan, scheme, or design for each of the following (1)A land use element designating the proposed general distribution and general location and extent of the uses of land, where appropriate, for agriculture, timber production, housing, commerce, industry, recreation, open spaces, general aviation airports, public utilities, public facilities, and other land uses The land use element shall include population densities, building intensities, and estimates of future population growth The land use element shall provide for protection of the quality and quantity of ground water used for public water supplies Wherever possible, the land use element should consider utilizing urban planning approaches that promote physical activity Where applicable, the land use element shall review drainage, flooding, and storm water run-off in the area and nearby jurisdictions and provide guidance for corrective actions to mitigate or cleanse those discharges that pollute waters of the state, including Puget Sound or waters entering Puget Sound (2)A housing element ensuring the vitality and character of established residential neighborhoods that (a) Includes an inventory and analysis of existing and projected housing needs that identifies the number of housing units necessary to manage projected growth, (b) includes a statement of goals, policies, objectives, and mandatory provisions for the preservation, improvement, and development of housing including single-family residences, (c) identifies sufficient land for housing, including, but not limited to, government-assisted housing, housing for low-income families, manufactured housing, multifamily housing, and group homes and foster care facilities, and (d)makes adequate provisions for existing and projected needs of all economic segments of the community (3)A capital facilities plan element consisting of (a)An inventory of existing capital facilities owned by public entities, showing the locations and capacities of the capital facilities, (b) a forecast of the future needs for such capital facilities, (c)the proposed locations and capacities of expanded or new capital facilities, (d)at least a six-year plan that will finance such capital facilities within projected funding capacities and clearly identifies sources of public money for such purposes, and (e)a I requirement to reassess the land use element if probable funding falls short of meeting existing needs and to ensure that the land use element, capital facilities plan element, and financing plan within the capital facilities plan element are coordinated and consistent Park and recreation facilities shall be included in the capital facilities plan element (4)A utilities element consisting of the general location, proposed location, and capacity of all existing and proposed utilities, including, but not limited to, electrical lines, telecommunication lines, and natural gas lines (5)Rural element Counties shall include a rural element including lands that are not designated for urban growth, agriculture, forest, or mineral resources The following provisions shall apply to the rural element (a) Growth management act goals and local circumstances Because circumstances vary from county to county, in establishing patterns of rural densities and uses, a county may consider local circumstances, but shall develop a written record explaining how the rural element harmonizes the planning goals in RCW 36 70A 020 and meets the requirements of this chapter (b)Rural development The rural element shall permit rural development, forestry, and agriculture in rural areas The rural element shall provide for a variety of rural densities, uses, essential public facilities, and rural governmental services needed to serve the permitted densities and uses To achieve a variety of rural densities and uses, counties may provide for clustering, density transfer, design guidelines, conservation easements,and other innovative techniques that will accommodate 1 appropriate rural densities and uses that are not characterized by urban growth and that are consistent with rural character (c) Measures governing rural development The rural element shall include measures that apply to rural development and protect the rural character of the area, as established by the county, by (i)Containing or otherwise controlling rural development, (n)Assuring visual compatibility of rural development with the surrounding rural area, (w) Reducing the inappropriate conversion of undeveloped land into sprawling, low-density development in the rural area; (iv) Protecting critical areas, as provided in RCW 36 70A 060, and surface water and ground water resources, and (v) Protecting against conflicts with the use of agricultural, forest, and mineral resource lands designated under RCW 36 70A 170 (d) Limited areas of more intensive rural development Subject to the requirements of this subsection and except as otherwise specifically provided in this subsection (5)(d),the rural element may allow for limited areas of more intensive rural development, including necessary public facilities and public services to serve the limited area as follows (i) Rural development consisting of the infill, development, or redevelopment of existing commercial, industrial, residential, or mixed-use areas, whether characterized as shoreline development, villages, hamlets, rural activity centers, or crossroads developments. (A)A commercial, industrial, residential, shoreline, or mixed-use area shall be subject to the requirements of(d)(rv)of this subsection, but shall not be subject to the requirements of(c)(u)and (Ili)of this subsection (B)Any development or redevelopment other than an industrial area or an industrial use within a mixed-use area or an industrial area under this subsection (5)(d)(i) must be principally designed to serve the existing and projected rural population (C)Any development or redevelopment in terms of building size, scale, use, or intensity shall be consistent with the character of the existing areas Development and redevelopment may include changes in use from vacant land or a previously existing use so long as the new use conforms to the requirements of this subsection (5), (u)The intensification of development on lots containing, or new development of, small-scale recreational or tourist uses, including commercial facilities to serve those recreational or tourist uses, that rely on a rural location and setting, but that do not include new residential development A small-scale recreation or tourist use is not required to be principally designed to serve the existing and projected rural population Public services and public facilities shall be limited to those necessary to serve the recreation or tourist use and shall be provided in a manner that does not permit low-density sprawl, (w)The intensification of development on lots containing isolated nonresidential uses or new development of isolated cottage industries and isolated small-scale businesses that are not principally designed to serve the existing and projected rural population and nonresidential uses, but do provide job opportunities for rural residents Rural counties may allow the expansion of small-scale businesses as long as those small-scale businesses conform with the rural character of the area as defined by the local government according to'RCW 36 70A 03004) Rural counties may also allow new small-scale businesses to utilize a site previously occupied by an existing business as long as the new small-scale business conforms to the rural character of the area as defined by the local government according to'RCW 36 70A 030(14) Public services and public facilities shall be limited to those necessary to serve the isolated nonresidential use and shall be provided in a manner that does not permit low-density sprawl, (w)A county shall adopt measures to minimize and contain the existing areas or uses of more intensive rural development, as appropriate, authorized under this subsection Lands included in such existing areas or uses shall not extend beyond the logical outer boundary of the existing area or use, thereby allowing a new pattern of low-density sprawl Existing areas are those that are clearly identifiable and contained and where there is a logical boundary delineated predominately by the built environment, but that may also include undeveloped lands if limited as provided in this subsection The county shall establish the logical outer boundary of an area of more intensive rural development In establishing the logical outer boundary the county shall address(A)the need to preserve the character of existing natural neighborhoods and communities, (B) physical boundaries such as bodies of water, streets and highways, and land forms and contours, (C)the prevention of abnormally irregular boundaries, and (D)the ability to provide public facilities and public services in a manner that does not permit density sprawl, sprawl, (v) For purposes of(d)of this subsection, an existing area or existing use is one that was in existence (A)On July 1, 1990, in a county that was initially required to plan under all of the provisions of this chapter, (B)On the date the county adopted a resolution under RCW 36 70A 040(2), in a county that is planning under all of the provisions of this chapter under RCW 36 70A 040(2), or (C)On the date the office of financial management certifies the county's population as provided in RCW 36 70A 040(5), in a county that is planning under all of the provisions of this chapter pursuant to RCW 36 70A 040(5) (e) Exception This subsection shall not be interpreted to permit in the rural area a major industrial development or a master planned resort unless otherwise specifically permitted under RCW 36 70A 360 and 36 70A 365 (6)A transportation element that implements, and is consistent with, the land use element (a)The transportation element shall include the following subelements (i) Land use assumptions used in estimating travel, (u) Estimated traffic impacts to state-owned transportation facilities resulting from land use assumptions to assist the department of transportation in monitoring the performance of state facilities, to plan improvements for the facilities, and to assess the impact of land-use decisions on state-owned transportation facilities, it Facilities and services needs, including (A)An inventory of air, water, and ground transportation facilities and services, including transit alignments and general aviation airport facilities, to define existing capital facilities and travel levels as a basis for future planning This inventory must include state-owned transportation facilities within the city or county's jurisdictional boundaries, (B)Level of service standards for all locally owned arterials and transit routes to serve as a gauge to judge performance of the system These standards should be regionally coordinated, (C) For state-owned transportation facilities, level of service standards for highways, as prescribed in chapters 47 On and 47 80 RCW,to gauge the performance of the system The purposes of reflecting level of service standards for state highways in the local comprehensive plan are to monitor the performance of the system,to evaluate improvement strategies, and to facilitate coordination between the county's or city's six-year street, road, or transit program and the department of transportation's six-year investment program The concurrency requirements of(b)of this subsection do not apply to transportation facilities and services of statewide significance except for counties consisting of islands whose only connection to the mainland are state highways or ferry routes In these island counties, state highways and ferry route capacity must be a factor in meeting the concurrency requirements in (b)of this subsection, (D)Specific actions and requirements for bringing into compliance locally owned transportation facilities or services that are below an established level of service standard, (E) Forecasts of traffic for at least ten years based on the adopted land use plan to provide information on the location, timing, and capacity needs of future growth, ' (F) Identification of state and local system needs to meet current and future demands Identified needs on state-owned transportation facilities must be consistent with the statewide multimodal transportation plan required under chapter 47 06 RCW, (iv) Finance, including I (A)An analysis of funding capability to judge needs against probable funding resources, (B)A multiyear financing plan based on the needs identified in the comprehensive plan,the appropriate parts of which shall serve as the basis for the six-year street, road, or transit program required by RCW 35 77 010 for cities, RCW 36 81 121 for counties, and RCW 35 58 2795 for public transportation systems The multiyear financing plan should be coordinated with the six-year improvement program developed by the department of transportation as required by"RCW 47 05 030, (C) If probable funding falls short of meeting identified needs, a discussion of how additional funding will be raised,or how land use assumptions will be reassessed to ensure that level of service standards will be met, (v) Intergovernmental coordination efforts, including an assessment of the impacts of the transportation plan and land use assumptions on the transportation systems of adjacent jurisdictions, (vi)Demand-management strategies, (vu) Pedestrian and bicycle component to include collaborative efforts to identify and designate planned improvements for pedestrian and bicycle facilities and corridors that address and encourage enhanced community access and promote healthy lifestyles (b)After adoption of the comprehensive plan by jurisdictions required to plan or who choose to plan under RCW 36 70A 040, local jurisdictions must adopt and enforce ordinances which prohibit development approval if the development causes the level of service on a locally owned transportation facility to decline below the standards adopted in the transportation element of the comprehensive plan, unless transportation improvements or strategies to accommodate the impacts of development are made concurrent with the development These strategies may include increased public transportation service, ride sharing programs, demand management, and other transportation systems management strategies For the purposes of this subsection (6)"concurrent with the development"shall mean that improvements or strategies are in place at the time of development, or that a financial commitment is in place to complete the improvements or strategies within six years (c)The transportation element described in this subsection(6), and the six-year plans required by RCW 35 77 010 for cities, RCW 36 81 121 for counties, RCW 35 58 2795 for public transportation systems, and "RCW 47 05 030 for the state, must be consistent i (7)An economic development element establishing local goals, policies, objectives, and provisions for economic growth and vitality and a high quality of life The element shall include (a)A summary of the local economy such as population, employment, payroll, sectors, businesses, sales, and other information as appropriate, (b)a summary of the strengths and weaknesses of the local economy defined as the commercial and industrial sectors and supporting factors such as land use, transportation, utilities, education,work force, housing, and natural/cultural resources, and (c)an identification of policies, programs, and projects to foster economic growth and development and to address future needs A city that has chosen to be a residential community is exempt from the economic development element requirement of this subsection (8)A park and recreation element that implements, and is consistent with,the capital facilities plan element as it relates to park and recreation facilities The element shall include (a) Estimates of park and recreation demand for at least a ten-year period, (b)an evaluation of facilities and service needs, and (c)an evaluation of intergovernmental coordination opportunities to provide regional approaches for meeting park and recreational demand (9) It is the intent that new or amended elements required after January 1, 2002, be adopted concurrent with the scheduled 1 update provided in RCW 36 70A 130 Requirements to incorporate any such new or amended elements shall be null and void until funds sufficient to cover applicable local government costs are appropriated and distributed by the state at least two years before local government must update comprehensive plans as required in RCW 36 70A 130 [2005 c 360§2,(2005 c 477§1 expired August 31,2005),2004 c 196§1,2003 c 152§1 Prior 2002 c 212§2,2002 c 154§2, 1998 c 171 §2,1997 c 429§7,1996 c 239§1,pnor 1995 c 400§3 1995 c 377§1, 1990 1 st ex s c 17§7 1 NOTES: Reviser's note- '(1) RCW 36 70A 030 was amended by 2005 c 423§2, changing subsection (14)to subsection (15) "`(2) RCW 47 05 030 was amended by 2005 c 319§9, changing the six-year improvement program to a ten-year improvement program Expiration date--2005 c 477§1:"Section 1 of this act expires August 31, 2005 "[2005 c 477§3] Effective date--2005 c 477: "This act is necessary for the immediate preservation of the public peace, health, or safety, or support of the state government and its existing public institutions, and takes effect immediately[May 13, 2005]" [2005 c 477§ 2] Findings --Intent--2005 c 360-"The legislature finds that regular physical activity is essential to maintaining good health and reducing the rates of chronic disease The legislature further finds that providing opportunities for walking, biking, horseback riding, and other regular forms of exercise is best accomplished through collaboration between the private sector and local, state, and institutional policymakers This collaboration can build communities where people find it easy and safe to be physically active It is the intent of the legislature to promote policy and planning efforts that increase access to inexpensive or free opportunities for regular exercise in all communities around the state " [2005 c 360§ 1 ] Prospective application --1997 c 429§§1-21: See note following RCW 36 70A 3201 Severability-- 1997 c 429: See note following RCW 36 70A 3201 1 Construction --Application --1995 c 400: "A comprehensive plan adopted or amended before May 16, 1995, shall be considered to be in compliance with RCW 36 70A 070 or 36 70A 110, as in effect before their amendment by this act, if the comprehensive plan is in compliance with RCW 36 70A 070 and 36 70A 110 as amended by this act This section shall not be construed to alter the relationship between a county-wide planning policy and comprehensive plans as specified under RCW 36 70A 210 As to any appeal relating to compliance with RCW 36 70A 070 or 36 70A 110 pending before a growth management hearings board on May 16, 1995, the board may take up to an additional ninety days to resolve such appeal By mutual agreement of all parties to the appeal, this additional ninety-day period may be extended " [1995 c 400§4 ] Effective date--1995 c 400: See note following RCW 36 70A 040 j I t 1 RCW 82.02.050 Impact fees --Intent--Limitations. (1)It is the intent of the legislature (a)To ensure that adequate facilities are available to serve new growth and development; (b)To promote orderly growth and development by establishing standards by which counties, cities, and towns may require, by ordinance, that new growth and development pay a proportionate share of the cost of new facilities needed to serve new growth and development, and (c)To ensure that impact fees are imposed through established procedures and criteria so that specific developments do not pay arbitrary fees or duplicative fees for the same impact (2)Counties, cities, and towns that are required or choose to plan under RCW 36 70A 040 are authorized to impose impact fees on development activity as part of the financing for public facilities, provided that the financing for system improvements to serve new development must provide for a balance between impact fees and other sources of public funds and cannot rely solely on impact fees (3)The impact fees (a)Shall only be imposed for system improvements that are reasonably related to the new development, (b)Shall not exceed a proportionate share of the costs of system improvements that are reasonably related to the new development, and (c)Shall be used for system improvements that will reasonably benefit the new development j (4) Impact fees may be collected and spent only for the public facilities defined in RCW 82 02 090 which are addressed by a capital facilities plan element of a comprehensive land use plan adopted pursuant to the provisions of RCW 36 70A 070 or the provisions for comprehensive plan adoption contained in chapter 36 70, 35 63, or 35A 63 RCW After the date a county, city, or town is required to adopt its development regulations under chapter 36 70A RCW, continued authorization to collect and expend impact fees shall be contingent on the county, city, or town adopting or revising a comprehensive plan in compliance with RCW 36 70A 070, and on the capital facilities plan identifying (a) Deficiencies in public facilities serving existing development and the means by which existing deficiencies will be eliminated within a reasonable period of time, (b)Additional demands placed on existing public facilities by new development, and (c)Additional public facility improvements required to serve new development If the capital facilities plan of the county, city, or town is complete other than for the inclusion of those elements which are the responsibility of a special district, the county, city, or town may impose impact fees to address those public facility needs for which the county, city, or town is responsible [1994 c 257§24, 1993 sp s c 6§6, 1990 1st ex s c 17§431 NOTES: Severabdity--1994 c 257 See note following RCW 36 70A 270 Effective date—1993 sp.s.c 6: See note following RCW 36 70A 040 Severability--Part, section headings not law--1990 1st ex.s c 17 See RCW 36 70A 900 and 36 70A 901. SEPA RCW 43 21C 065 12.13 060 Submission of district capital facilities plan and data. 1 A. On an annual basis, the district shall submit the following materials to the city council: 1. The district's capital facilities plan (as defined in KCC 12.13 010 herein) and adopted by the school board, 2 The district's enrollment projections over the next six (6) years, its current enrollment and the district's enrollment projections and actual enrollment from the previous year; 3. The district's standard of service; 4. The district's overall capacity over the next six (6) years, which shall take into account the available capacity from school facilities planned by the district but not yet built and be a function of the district's standard of service as measured by the number of students which can be housed in district facilities, 5. An inventory of the district's existing facilities. B. To the extent that the district's standard of service identifies a deficiency in its existing facilities, the district's capital facilities plan must identify the sources of funding other than impact fees, for building or acquiring the necessary facilities to serve the existing student population in order to eliminate the deficiencies within a reasonable period of time C. Facilities to meet future demand shall be designed to meet the adopted standard of service. If sufficient funding is not projected to be available to fully fund a capital facilities plan which meets the adopted standard of service, the district's capital facilities plan should document the reason for the funding gap, and identify all sources of funding that the district plans to use to meet the adopted standard of service D. The district shall also submit an annual report to the city council showing the capital improvements which were serviced in whole or in part by the impact fees. E. In its development of the financing plan component of the capital facilities plan, the district shall plan on a six (6) year horizon and shall demonstrate its best efforts by taking the following steps- 1 Establish a six (6) year financing plan, and propose the necessary bond issues and levies required by and consistent with that plan and as-approved by the school board consistent with RCW 28A 53 020, 84 52.052 and 84 52 056 as amended; and 2. Apply to the state for funding, and comply with the state requirements for eligibility to the best of the district's ability (Ord No 3260, § 1, 12-19-95) 12.13.070 Annual council review. On at least an annual basis, the city council shall review the information submitted by the district pursuant to KCC 12 13 060(A) herein The review shall occur in conjunction with any update of the capital facilities plan element of the city's comprehensive plan. (Ord. No 3260, § 1, 12-19-95) 12.13 080 Impact fee program elements. A. Impact fees will be assessed on every new dwelling unit in the district for which a fee schedule has been established. B. Impact fees will be imposed on a district by district basis, on behalf of any school district which provides to the city, a capital facilities plan, the district's standards of service for the various grade spans, estimates of the cost of providing needed facilities and other capital improvements, and the data from the district called for by the formula in KCC 12.13 140 Any impact fee imposed shall be reasonably related to the impact caused by the development, and shall not exceed a proportionate share of the cost of system improvements that are reasonably related to the development The impact fee formula shall account in the fee calculation for future revenue the district will receive from the development The ordinance adopting the fee schedule shall specify under what circumstances the fee may be adjusted in the interests of fairness. C. The impact fee shall be based on the capital facilities plan developed by the district and approved by the school board, and adopted by reference by the city as part of the capital facilities element of the comprehensive plan for the purpose of establishing the fee program. (Ord. No. 3260, § 1, 12-19-95) 12.13 090 Fee calculations. A. The fee shall be calculated based on the formula set out in KCC 12.13.140 rB. Separate fees shall be calculated for single-family and multifamily types of dwelling units, and separate student generation rates must be determined by the district for each type of Idwelling unit. For the purpose of this chapter, mobile homes shall be treated as single-family dwellings and duplexes shall be treated as multifamily dwellings. C. The fee shall be calculated on a district-wide basis using the appropriate factors and data to be supplied by the district, as indicated in KCC 12 13 140 The fee calculations shall also be made on a district-wide basis to assure maximum utilization of all school facilities in the district used currently or within the last two (2) years for instructional purposes O The formula in KCC 12 13 140 provides a credit for the anticipated tax contributions that would be made by the developments based on historical levels of voter support for bond issues in the district. E. The formula also provides for a credit for school facilities or sites actually provided by a developer which the district finds acceptable. F. The city may also impose an application fee to cover the reasonable costs of administration of the impact fee program. (Ord No 3260, § 1, 12-19-95) i t i r i ' 12.13.140 Formula for determining school impact fees. A. School impact fees shall be determined as follows: IF: , A = Student factor for dwelling unit type and grade span x site cost per student for sites for facilities in that grade span = Full cost fee for site acquisition cost B = Student factor for dwelling unit type and grade span x school construction cost per student for facilities in that grade span x ratio of district's square footage of permanent ' facilities to total square footage of facilities = Full cost fee for school construction ' C = Student factor for dwelling unit type and grade span x relocatable facilities cost per student for facilities in that grade span x ratio of district's square footage of relocatable facilities to total square footage of facilities = Full cost fee for relocatable facilities D = Student factor for dwelling unit type and grade span "Boeckh Index" x SPI square ft per student factor x state match % = State match credit, and Al, B1, Cl, D1 = A, B, C, D for elementary grade spans 1 A2, B2, C2, D2 = A, B, C, D, for middle/junior high grade spans A3, B3, C3, D3 = A, B, C, D for high school grade spans TC = Tax payment credit = The net present value of the average assessed value in the district for unit type x current school district capital property tax levy rate, using a ten (10) year discount period and current interest rate (based on the bond buyer twenty (20) bond general obligation bond index) FC = Facilities credit = the per-dwelling-unit value of any site or facilities provided directly by the development Then the unfunded need = UN = Al + . . + C3 (D1-D2-D3) - TC And the developer fee obligation = F = U/N2 And the net fee obligation = NF = F - FC B. Notes to formula 1. Student factors are to be provided by the district based on district records of average actual student generation rates for new developments constructed over a period of not more than five (5) years prior to the date of the fee calculation, if such information is not available in the district, data from adjacent districts, districts with similar demographics, or countywide averages must be used Student factors must be separately determined for single-family and multifamily dwelling units, and for grade spans. 2. The "Boeckh index" is a construction trade index of construction costs for various kinds of buildings; it is adjusted annually 3. The district is to provide its own site and facilities standards and projected costs to be used in the formula, consistent with the requirements of this chapter , 4. The formula can be applied by using the following table: Table for Calculating School Impact Fee Obligations for Residential Dwelling Units (to be separately calculated for single-family and multifamily units) , A1= Elementary school site cost per student x the student factor �- A2= Middle/junior high site cost per student x the student factor = , A3= High school site cost per student x the student factor = A= Al + A2 + A3 = B1= Elementary school construction cost per student x�the student factor B2= Middle/junior high construction cost per student x�the student factor � - .111. , ''I ­_ 1 1 1__ ,_ 11-�. B3= High school construction cost per student x the student factor = B= (131 + B2 + 63) x square footage of permanent facilities_ _ total square footage of facilities C1= Elementary school relocatable facility cost per student x the student factor = C2= Middle/junior high relocatable facility cost per student x the student factor = C3= High school relocatable facility cost per student x the student factor = C= square footage of permanent facilities = (Cl + C2 + C3) x total square footage of facilities D1= Boeckh Index x SPI square footage per student for elementary school x state = match % x student factor D2= Boeckh Index x SPI square footage per student for middle/junior high school x state match % x student factor ca4t i i inaenm nentrtdacei t aneimxatriw.t'xuaYotarnfwwx¢6.mx<< >» i mm1 ♦u1 MM4iMpM.Y&VMl fti D3= Boeckh Index x SPI square footage per student for high school x state match % x = student factor D= D1 + D2 + D3 = TC= average assessed current school value for the {(1+I)101 - 1 district capital I(1 + 1)10 x dwelling unit type x property tax in the school levy rate district OWWW WAR INN,111111111100,01sIPr11Ql xa3« .M . FC= Value of site of facilities provided directly by the development number of dwelling units in development ' Total unfunded need = A + B + C - D = A +B +C -D Subtotal -TC Total unfunded need UN = divided by 2 = Developer fee obligation Less FC (if applicable) Net fee obligation (Ord No 3260, § 1, 12-19-95) S\Permit\Plan\CompPlanAmdments\2005\2051292-2005-1_KentCityCode_12 13 060_070_080_090_140_PCW_36 70A 020_070_82 02 050_CC doc r ' School District Capital Facilities Plans 2005/06 to 2010/11 Impact Fee Calculation Kent Federal Way Auburn Site Cost SFR $2,000 06 $ 734 $ 726.31 MFR 1,039.50 184 211.84 1 Construction Cost SFR $30,372.48 $ 9,913 $19,319.52 MFR 15,535.68 2,673 5,09167 Temporary Facility Cost SFR $ 110.19 $ 22 $ 3476 MFR 59.86 7 7.43 State Match Credit SFR $ 5,119.22 $ 2,037 $ 4,434 25 MFR 2,61599 636 1,156.42 Tax Credit SFR $ 3,51704 $ 1,845 $ 4,283.62 MFR 1,111.87 438 1,081.92 Impact Fee SFR $ 4,775 (+ 17.7%) $ 3,393 (+ 18.3%) S 5,681.36 (+ 7.3%) MFR 2,940 (+ 66.9%) 895 (- 1 1%) 1,536.30 - 16 1%) ' % financed by fees 27% 2.3% ? Impact Fees History 2000- 2006 Kent Federal Auburn Kent Federal Auburn Way Way SFR MFR 2006 $4,775 $3,393 $5,681 36 2006 $2,940 $ 895 $1,536 30 2005 4,056 2,868 5,29690 2005 1,762 905 1,831.85 2004 4,292 3,269 4,52800 2004 2,643 940 1,21200 2003 4,147 3,865 N/A 1 2003 2,554 1,086 N/A 2002 3,782 2,616 N/A 2002 2,329 896 N/A 2001 3,782 2,710 N/A 2001 2,329 830 N/A 2000 3,782 2,384 N/A 2000 2,329 786 N/A S\Permit\Plan\CompPlanAmdments\2005\capfacdtttestablel doc School District Capital Facilities Plans 2005/06 to 2010/11 Kent Federal Way Auburn Boeckh Index $129.81 $129.81 $129 81 State Match % 54 29% 59 97% 55.86% District Match % 60% - SFR ? 44.14% 54% - MFR District Average AV SFR $242,558 $224,943 $218,805 MFR 76,682 53,384 55,264 Debt Service Tax Rate $1.84 $1.04 $2.49 Bond Interest Rate 4.57% 4.57% 4 63% Issues: Kent: Elementary & Kentlake Program Changes 2004 3 additions to high schools 2004 Temporary closure Kent Jr High, reopen fall 2005 as Mill Creek Middle School New Elementary School 2009 New High School 2010 Federal Way: 2006 bond—replace high school, 1 middle school, 4 elementary schools, build maintenance facility, library conversion at Todd Beamer HS Auburn- New High School fall 2005 2 Elementary Schools 2006 and 2007 1 Middle Schoo12009 S\Permit\Plan\CompPlanAmdmcnts\2005\capfacihnestablc2 doc , ' School District Capital Facilities Plans—2005/06 to 2010/11 General Statistics Kent Federal Way Auburn Student Generation SFR Elementary .482 3030 3216 Middle 161 2013 1584 Sr High 284 .2013 1632 MFR Elementary .293 .0929 .0687 ' Middle .069 0410 0462 Sr High 114 0628 0486 FTE Enrollment 25,770 44 21,152 13,031.89 Capacity 2005-6 28,057 24,136 14,127 ' Class Size K- 3 = 22 K - 2 = 20 K—2 = 25 4= 23 3 - 5 = 25 3 - 4 = 27 5 - 6= 29 6 - 7= Block 60/day 5 = 30 7 - 9 = 29 8 = Block 90/day 6—12 = 30 10-12- 31 9-12 = 29 t25 for 7tb & 10"' English) S\Pcr lt\Plan\CompPlanAmdments\2005\capfacihticstablc3 doe Message Page 1 of 3 Anderson, Charlene From: Escher-Derdowski, Gwenn [Gwenn.Escher-Derdowski@kent.k12.wa.us] Sent: Tuesday, November 01, 2005 9:13 PM To: Anderson, Charlene Cc: gwalker@fwps.org; mnewman@auburn.wednet edu, High, Fred, Knutson, John Subject: RE: Capital Facilities Plan ' Hi Charlene Today is enrollment count day so it has taken me a while to be able to respond to your request for clarification, but I've been working on it between phone calls all day. O First, "Volume": I think that there is clear recognition that the greater Kent area has more than its fair share of existing multi-family development. Our transportation department tries to keep an up-to-date list of apartment complexes which is no small feat since they change names rather frequently. There are over 150 different Apartment Complexes on their chart. They vary in size from just a small number of units to complexes like The Summit or Washington Park,Chandler's Bay or Jonathan's Landing with over 400-600+units each and others like Springwood,River View or The Lakes with nearly or more than 1,000 units each. There are a variety of types of multi-family development units that may result in different definitions of "multi-family": Apartments,townhouses (condos&rentals), duplexes,etc. Some condos or townhouses are designed to more closely resemble single family developments and have been categorized as single family units by the city. Others are attached and operate more like multi-family units but may or may not have been categorized as such. A couple of examples of these in Kent are the 510 townhouse condo units at River View(formerly known as Kentview)and the 63 townhouse condos at Hampton East. Some of them may have been categorized as single family while others may function more like multi-family. The 190+/-units tentatively planned for Kent Station may be configured as either single family townhouses or multi-family condos. Second, the"continuing increase" In other parts of the city of Kent portion of Kent School District are similar projects planned, under construction or fairly recently completed such as Flower Court Townhomes, Highland Park townhouses, Hazelnut Grove(formerly Meridian Townhomes),Selboume Lane townhouses/PUD, Copper Ridge, Meridian Vista, Benson East, Park Place, Goodwin Townhomes, Meadowdale Apartments, Deal Townhomes (&Rezone), etc. Recently, I discovered that there is a multi-family development currently under construction in Kent on the south side of SE 240th Street just east of Royal Firs Apartments I drove by it today and saw that they put up a sign and it is called Laurel Court We have no record of having received any development notification of that project and I don't have any idea how many units it is. It appears to be somewhere around 20 or so, but could be more I also have no idea whether the city designated those as single family or multi-family residential units. We also have a dilemma in trying to identify when a project is completed We(usually) receive the ' development notification and planning documents, but we receive no notice that tells us when a project might start or when it will be completed If you have any type of spreadsheet or list of current or completed development projects in the city of Kent, it would be of tremendous value in helping us track the different types of ' developments. Last but not least,there are multi-family developments in other parts of Kent School District besides the ' City of Kent. In addition to serving most of the City of Kent,the Kent School District serves several other jurisdictions- all of the City of Covington, a sizable portion of unincorporated South King County,and parts of the city of Auburn,Black Diamond, Renton, SeaTac and Maple Valley. ' 11/2/2005 Message Page 2 of 3 There are a vanety of types of multt-family units in some phase of construction or planning in several of these ' Iunsdictions. There are over 200 multi-family units (Adagio,Cedar Springs, etc ) in some phase of planning or construction in Covington. In the Auburn portion of Kent School District, a development on the south side of SE 277th Street, River Sand, is currently under construction with 115 of their 287 units planned as multi-family The Auburn Gateway project has been proposed to have 500+multi-family units on the existing drive-in theater property,with more multi-family units planned for other future projects in the Auburn development pipeline. I hope this helps to clarify the statement in response to Question#2 Please let me know if you have any further questions or give me a call and if you like, I would be glad to meet with you to review our Capital Facilities Plan. Thanks, , Gwenn (253) 373-7293 , From: Anderson, Charlene [mallto:CAnderson@a.kent.wa.us] Sent: Tuesday, November 01, 2005 11:24 AM To: Escher-Derdowski, Gwenn Cc: gwalker@fwps.org; mnewman@auburn.wednet.edu; High, Fred; Knutson, John i Subject: RE: Capital Facilities Plan Hello Gwen Thanks for answering my questions! One thing I was curious about is the statement under#2, "Because of the high volume and continuing increase of multi-family development in Kent School District Our numbers show no multifamily development in 2003 and mostly senior housing development in 2004, so I'm curious what you're considering multifamily development that perhaps we're not thinking about on the same page Thanks again and I look forward to your clarification -----Original Message----- From: Escher-Derdowski,Gwenn[mailto•Gwenn Escher-Derdowski@kent.kl2 wa.us] Sent: Monday,October 31,2005 5 31 PM To: Anderson,Charlene Cc: gwalker@fwps.org;mnewman@aubum.wednet edu; High,Fred; Knutson, John Subject: RE: Capital Facilities Plan Hi Charlene — Thanks so much for allowing us additional time to complete the response to your questions ' regarding the Kent School District Capital Facilities Plan. Please see the attached WORD document with your questions and our response We would appreciate receiving the meeting announcements and a copy of the Staff Report. Please don't hesitate to contact me if you have any further questions or need further explanation about any aspect of the Kent School District Capital Facilities Plan. Thanks again, Gwenn Gwenn Escher-Derdowski , Forecast&Planning Administrator x 7293 Kent School District No 415 Finance&Planning Department Gwenn Escher-Derdowski kent 1<12_wa us , 253-373-7293 Phone 253-373-7018 Fax i 11/2/2005 Message Page 3 of 3 ' «Capfacilitiestablel.doc>> <<capfacilitiestable3.doc>> <<capfacdltiestable2.doc>> .---Ongmal Message----- From: Anderson,Charlene Sent: Tuesday,October 04,2005 1136 AM To: 'gwalker@fwsd wednet edu','gwenn.escher-derdowski@kent.kl2 wa us','Newman,Mike Subject: Capital Faclities Plans Hi, all .. ' I've attached three tables that I compiled providing comparative information among the three school districts. Several questions arise that will need answers as I continue to review this in preparation for the Council presentation at the November 15th public hearing. Please provide comments. 1. Why are there such large differences among site cost, construction cost, and temporary facility costs for each of the districts? One could argue land costs are different, but that doesn't seem to account for the construction and temporary facility cost differences. 2. What would make the multifamily Impact fee for the Kent School District Increase by 67%when it was decreased In both Federal Way and Auburn? 3. What percentage of expenditures are covered by Impact fees in each district? The table shows 27% in Kent, 2.3% in Federal Way and I don't have the Information for ' Auburn. 4. What would make the student generation figures so different among the three ' districts? I know for the most part they're deemed actual figures (although how did Kent have the same figures two years in a row?), but what would cause such differences? ' 5. Are the district match figures correct? Auburn's was spelled out, Federal Way didn't appear to have any, and I calculated Kent's using the additional decrease for both SFR and MFR shown on the impact fee calculation page. OR, am I not interpreting the district match correctly? 6. In general, why do the Impact fees keep increasing -- Kent's and Federal Way's went up almost 20% this year? Please check over all the tables to make sure I've portrayed the statistics correctly. I'd appreciate your responses within the next couple of weeks -- October 21st? Thanks for your help with this. If you have any questions, please give me a call at(253) 856-5431. We'll be going to Council on November 1st to set the date of 11/15 for the public hearing. Then we have an Operations Committee meeting on December 6th, followed by an anticipated Council approval on December 13th. ' 11/2/2005 4 Kent School District No. 415 Finance & Planning Department ' October, 2005 Response to questions from Charlene Anderson—Planning Manager for City of Kent Charlene wrote: "I've attached three tables that I compiled providing comparative information among the three school districts. Several questions arise that will need answers as I continue to review this in preparation for the Council presentation at the November 15th public hearing. Please provide comments." ' The Growth Management Act and impact fee ordinances allow each school district to prepare and update their Capital Facilities Plan based on the Standard of Service set by each school district independently. Demographics,new developments and historical circumstances such as site purchases, construction and facility needs vary greatly between districts Each Capital Facilities Plan ' should stand on its own merit and should not be subject to comparison. "1. Why are there such large differences among site cost, construction cost, and temporary facility costs for each of the districts? One could argue land costs are different, but that doesn't seem to account for the construction and temporary facility cost differences." There are several factors in site cost variations, such as timing of site acquisitions, the volatile real estate market, urban vs suburban vs. rural land costs, etc. ' Construction cost estimates will vary depending on type and size of facility, timing of construction, land constraints, etc Constructions costs may include or exclude various components such as site preparation costs, architects fees, sales tax on construction materials,etc. Future construction costs will likely increase substantially next year Temporary facility costs are based on actual cost of most recent purchases. They may ' vary depending on the vendor, size or construction methodology (manufactured and moved to the site,constructed on-site,etc ). "2. What would make the multifamily impact fee for the Kent School District increase by 67% when it was decreased in both Federal Way and Auburn7" ' Again, every district and Capital Facilities Plan is different and should not be compared. After several years of relatively flat enrollment growth and a decline at elementary levels, ' Kent School District grew by 413 FTE from October 03 to October 04, including growth in the elementary grades The resulting cohort survival enrollment projections document the need to add an elementary school back in the 6-year Capital Facilities Plan. Because of the high volume and continuing increase of multi-family development in Kent School District, the Student Generation Factor in Kent remains higher than in most parts ' of King County The relative affordability of single and multi-family housing in South King Co makes it attractive to families with young children The Regional Justice Center has had a significant impact contributing to the overcrowding of schools in the Kent Valley. The impact fees are driven by the formula and have been voluntarily reduced to ' keep increases within the Consumer Price Index. Also see the answers to #4 & 6 below ' 1 Kent School District No. 415 , Finance &Planning Department 1 October, 2005 3. What percentage of expenditures are covered by impact fees in each district? The ' table shows 27% in Kent, 2.3% in Federal Way and I don't have the information for Auburn." The percentage of expenditures covered by impact fees can vary from year to year , depending on the timing of construction to add new capacity Districts have up to six years to apply impact fees to projects which provide new capacity Recent construction for increased capacity at the high school level provided the opportunity for application of ' impact fees to help fund the new high school additions. "4. What would make the student generation figures so different among the three ' districts? I know for the most part they're deemed actual figures (although how did Kent have the same figures two years in a row?), but what would cause such differences?" In Kent, the Student Generation Factor is based on the actual semi-annual survey of developments completed with the last 4-5 years. The Kent School District SGF Survey has been widely recognized for its accuracy and consistency from documented tracking , of new developments and the ability to count students electronically in each development using the Edulog(Education Logistics) Transportation System. Other districts which do not have those resources are allowed by the ordinance to rely on survey data from a neighboring district or utilize the King County average which includes information from Kent's SGF surveys but also those of eastside districts with much less affordable housing and lower student generation factors ' There are many factors that contribute to different demographics and student yield in each district. Among them are the affordability of housing, availability of rental property, 1 socio-economic conditions in the area, type and location of new developments, etc. It takes a significant amount of time and staff resources to update the SGF surveys so we , have not been required to update them every year Historically when they are updated, the result is relatively the same. The average student yield has continued to be quite consistent and higher in Kent than in most neighboring school districts. ' 115, Are the district match figures correct? Auburn's was spelled out, Federal Way didn't appear to have any, and I calculated Kent's using the additional decrease for both 1 SFR and MFR shown on the impact fee calculation page. OR, am I not interpreting the district match correctly?" The percentage of state match for each district is determined by OSPI formula. Eligibility , for state match can vary between districts based on facility needs, and some districts may not qualify for state match for some projects at different grade spans That would ' eliminate or reduce a state match credit in the fee formula The State Match Credit is formula driven based on the Area Cost Allowance(Boeckh Index), square footage per student for each grade span, state match percentage, and the ' student generation factor. I'm not sure how you are "interpreting the district match"but it is a part of the fee formula which provides a credit for state matching funds i 2 1 Kent School District No. 415 r Finance & Planning Department October, 2005 "6. In general, why do the impact fees keep increasing-- Kent's and Federal Way's went up almost 20% this year?" Escalating construction costs and the need to add an elementary school back in the formula results in a significant increase to fees this year but that is not always the case. ' Increases in the actual,justifiable, formula-driven, impact fees have been voluntarily reduced by Kent School District shown as the "District Adjustment" in the Impact Fee Calculations on Pages 28 and 29 of the CFP. The increases have been adjusted to stay within the inflation limits of the Consumer Price Index. ' April 2005 CFP 50%of Total Unfunded Need District Adjustment Net Fee Single Family $ 11,923 - S7,148 $4,775 ' Multi-family $ 6,454 -$3,514 $2,940 In actuality, the impact fees do not "keep increasing" with each update of the Capital Facilities Plan. In fact, when the need for an elementary school dropped out of the CFP and the fee formula, the impact fees decreased in the Kent School District CFP from 2003 to 2004 (for 2004 & 2005 collections periods) as follows ' with no need for the District's voluntary adjustment in 2004: April 2004 CFP 50%of Total Unfunded Need District Adiustment Net Fee rSingle Family $4,056 -0- $4,056 ' Multi-family $ 1,762 -0- $ 1,762 AAvril 2003 CFP 50%of Total Unfunded Need District Adjustment Net Fee ' Single Family $5,794 - S 1,502 $4,292 Multi-family $3,961 - S 1,318 $ 2,643 r ' I look forward to receiving a copy of the staff report and please contact me if you have any further questions or need further explanation about any aspect of the Kent School District Capital Facilities Plan. r (253) 373-7293 r 3 Anderson, Charlene From: Anderson, Charlene Sent: Wednesday, October 19, 2005 12:25 PM To: 'Geri-Walker-ESC' Subject: RE. Capital Facilities Plans Thanks, i think this answers my questions , and i hope you or another of your staff will be at the hearing on November 15th (7 PM) and the operations Committee on December 6 (4 PM) in case the Council has any questons. -----original Message----- From: Geri-Walker -ESC [mailto:gwalker@fwps.org] From: Tuesday, October 18, 2005 1:42 PM To: Anderson, Charlene LCc: gwenn.escher-derdowksi@kent.kl2.wa.us; MNewman@auburn.wednet.edu; sally-MCL_ean -ESC subject: Re: Capital Facilities Plans Hi Charlene, Here are my responses to your questions about the Capital Facilities Plan. i second Gwenn's apologies for the delay in getting these to you. Reporting has taken priority the last couple of weeks. would it be helpful to meet with school staff prior to your Council presentation on November 1st? sometimes a face to face meeting is helpful . Let me know if you need additional explanation or information. This process is always a challenge! 1 Thanks - Geri walker 1.----- why are there such large differences among site cost, construction cost, and temporary facility costs for each of the districts?- one could argue land costs are different, but that doesn't seem to account for the construction and temporary facility cost differences. site costs reflect our last negotiated purchase. it has been several years since we purchased land for school construction. our costs are probably low; no inflation factor is built in. construction costs are built on estimates for the facilities planned in the six-year window. These are conservative estimates based off latest proj7ects with some inflation factor built in. Recent industry estimates of 30% increases in construction have been forecast in the wake of Katrina, Rita and the Pakistan earthquake. These increases are not reflected in the current plan, but may be a factor in the 2007 Capital Facilities Plan. Temporary facilities costs are actuals. The cost of our latest purchase and placement of temporary facilities is used in the calculation for the Capital Facilities Plan. Some of the cost difference may be attributed to specific jurisdictional zoning requirements. 2. what would make the multifamily impact fee for the Kent school District increase by 67% when it was decreased in both Federal way and Auburn? student generation factors are the driver for these fees. The student generation from multi-family is significantly higher in the Kent district. in Federal way the sample for multi-family built in the last five years is not large: Multi-family new construction in Federal way slowed to a standstill for many years, it is just in the last 3 or 4 years that we have seen new multi-family starts. it is possible that as we develop more multi- family units in the district, the yield from these units will also increase. 3.----- what percentage of expenditures are covered by impact fees in each district?- The ' 1 table shows 27% in Kent, 2. 3% in Federal way and I don't have the information for Auburn. 4.----- what would make the student generation figures so different among the three districts?- I know for the most part they' re deemed actual figures (although how did Kent have the same figures two years in a row?) , but what would cause such differences? There are many reasons why the generation figures would be different from district to district. we see variations from year to year within our district as well . Affordable housing is likely the primary reason for the differences. our mobile society would account for a lot of movement. The real estate market was fairly active this last year with low interest rates. In Federal way we are seeing an increase in new construction of single-family homes. school choice and transportation to and from choice schools are also some factors that may contribute to enrollment shifts and shifts in student yield. 5. Are the district match figures correct?- Auburn's was spelled out, Federal way didn't appear to have any, and I calculated Kent's using the additional decrease for both SFR and MFR shown on the impact fee calculation page.- OR, am I not interpreting the district match correctly? Federal way's current project - Sequoyah Middle school was not eligible i for state Match. state Match on the senior High project is from the office of the superintendent of Public instruction. The match is calculated from the percentage number provided by OSPI. 6.----- In general , why do the impact fees keep increasing -- Kent's and Federal way's went up almost 20% this year? Because we "start fresh" with a new calculation each year, there are bound to be variances in impact fees. Most of the variance comes from student generation. The other major factor that will affect the fees is the facility needs of a given district. Impact fees do not always increase. Federal way has been calculating impact fees for 13 years - in 6 of those years the fee declined from the previous year. 1 t 2 Message Page 1 of 2 Anderson, Charlene / From: Newman, Mike [MNewman@aubum.wednet.edu] Sent: Tuesday, October 04, 2005 1.06 PM To: Anderson, Charlene Cc: gwalker@fwsd wednet edu; gwenn.escher-derdowski@kent.kl2.wa.us Subject- RE Capital Facilities Plans Answers to you questions are below. I phone conversation may also bring additional clarity Mike ---Original Message--- From: Anderson, Charlene [mailto:CAnderson@ci.kent.wa.us] Sent: Tuesday, October 04, 2005 11:37 AM To: gwalker@fwsd.wednet.edu; gwenn.escher-derdowskl@kent.kl2.wa.us; Newman, Mike Subject: RE: Capital Facilities Plans Oops.forgot the attachments "capfacilitiestablel.doc>> <<capfacilitiestable1cloc>> <<capfacilitiestable2.doc>> ----Original Message----- From: Anderson,Charlene Sent: Tuesday,October 04,2005 11:36 AM To: 'gwalker@fwsd.wednet edu';'gwenn.escher<lerdowsiu@kent.kl2.wa.us'; 'Newman,Mike' Subject: Capital Facilities Plans Hi, all... I've attached three tables that I compiled providing comparative information among the three school districts. Several questions arise that will need answers as I continue to review this in preparation for the Council presentation at the November 15th public hearing. Please provide comments. Impact fees are based upon a number of factors that are interconnected. The student generation factor is one that has significant impact on the actual fee This is based off of the actual students from developments over the last five years that are attending school in the district at the various grade levels. 1. Why are there such large differences among site cost, construction cost, and temporary facility costs for each of the districts? One could argue land costs are different, but that doesn't seem to account for the construction and temporary facility cost differences. Site costs would reflect recent school site acquisition costs Auburn has not purchased a school site in a number of years, given the cost of real estate in the area are figures are probably low Depending on the type of site and if utilities are at or near the site also play into the equation of acquisition costs Construction costs for Auburn are based upon our cost estimate for the facility Each district has a standard of service they have for their grade levels as well as design standards that impact the facility costs Temporary facility costs will vary as well depending on the grade level needed and the number of student to be served 10/4/2005 y Message Page 2 of 2 2. What would make the multifamily impact fee for the Kent School District increase by 67% when it was decreased In both Federal Way and Auburn? Kent has a higher student generation factor for multi-family than Auburn and Federal Way. From the data you provided it appears that Kent generates 476 students per unit and Auburn generates 1635 students per unit It would take 6 units in Auburn to generate 1 student and only a little over 2 units in Kent to generate 1 student. Auburn has only a few new multifamily units t�o2o_y�l�fi 3. What percentage of expenditures are covered by impact fees in each district? The table � . , shows 27% in Kent, 2.3% in Federal Way and I don't have the information for Auburn. Uz Each district has various needs that are addressed in the use of the funds For example in Auburn we use impact fees for the acquisition, equipping and setup of portables as well as for the design and permitting costs of new school construction In Auburn, approximately 7.7% of the costs of Auburn Mountainview High School were from impact fees. 4. What would make the student generation figures so different among the three districts? I know for the most part they're deemed actual figures (although how did Kent have the same figures two years in a row?), but what would cause such differences? Differences are many. Affordability of housing The type and location of housing units. Distance from parent work site Transportation issues and socio-economic factors are those that come to mind. 5. Are the district match figures correct? Auburn's was spelled out, Federal Way didn't appear to have any, and I calculated Kent's using the additional decrease for both SFR and MFR shown on the impact fee calculation page. OR, am I not interpreting the district match correctly? State match number is from the Office of the Superintendent of Public Instruction and district match is then a calculated number from the OSPI number. 6. In general, why do the impact fees keep increasing -- Kent's and Federal Way's went up almost 20%this year? Student growth in the various developments are pressuring the need for new schools. The cost of construction and value of land continues to increase Please check over all the tables to make sure I've portrayed the statistics correctly. I'd appreciate your responses within the next couple of weeks -- October 21st? Thanks for your help with this. If you have any questions, please give me a call at (253) 856-5431. We'll be going to Council on November 1st to set the date of 11/15 for the public hearing. Then we have an Operations Committee meeting on December 6th, followed by an anticipated Council approval on December 13th. 10/4/2005 DETERMINATION OF NONSIGNIFICANCE for Kent School District No. 415 2005 Capital Facilities Plan Issued with a 14-day comment and appeal period. Description of Proposal: This threshold determination analyzes the environmental impacts associated with the following actions, which are so closely related to each other that they are in effect a single action 1. The adoption of the Kent School District 2005 Six-Year Capital Facilities Plan by the Kent School District for the purposes of planning for the facilities needs of the District. 2. The amendment of the King County Comprehensive Plan to include the Kent School District 2005 Capital Facilities Plan as a part of the Capital Facilities Plan Element of the King County Comprehensive Plan. 3. The amendment of the Comprehensive Plan of the City of Kent to include the Kent School District's 2005 Capital Facilities Plan as part of the Capital Facilities Plan Element of the Comprehensive Plans of the City of Kent. 4. The amendment of the Comprehensive Plan of the City of Covington to include the Kent School District's 2005 Capital Facilities Plan as part of the Capital Facilities Plan Element of the Comprehensive Plans of the City of Covington 5. The amendment of the Comprehensive Plan of the City of Auburn to include the Kent School District's 2005 Capital Facilities Plan as part of the Capital Facilities Plan Element of the Comprehensive Plans of the City of Auburn. 6. This proposal may also involve amendment of Comprehensive Plans of the Cities of Maple Valley, Black Diamond, SeaTac and/or Renton to incorporate the Kent School District 2005 Capital Facilities Plan into the Capital Facilities element of that jurisdiction's Comprehensive Plan. Proponent: Kent School District Location of the Proposal: The Kent School District includes an area of approximately 73 square miles. The City of Covington and portions of the cities of Kent, Auburn, Maple Valley, SeaTac and Black Diamond fall within the District's boundaries, as do parts of unincorporated King County. Lead Agency: Kent School District No. 415 is the lead agency pursuant to WAC 197-11-926. The lead agency for this proposal has determined that the proposal does not pose a probable significant adverse impact to the environment. An environmental impact statement (EIS) is not required under RCW 43 21 C.030(2)(c). This decision was made after a review of the completed environmental checklist and other information on file with the lead agency. This information is available to the public upon request. This Determination of Nonsignificance (DNS) is issued under WAC 197-11-340(2). The lead agency will not act on this proposal for 14 days from the date of issue. Comments must be submitted by 4:00 p.m., May 20, 2005. The responsible official will reconsider the DNS based on timely comments and may retain, modify, or, if significant adverse impacts are likely, withdraw the DNS. If the DNS is retained, it will be final after the expiration of the comment deadline. -- Responsible Official: Fr H h Assistan Superintenden r Business Services Kent School District No. 415 Telephone: (253) 373-7295 Address: 12033 SE 256th Street#A-600 Kent, Washington 98030-6643 Appeals of this determination are governed by Board Policy No. 9280 which can be obtained from Fred High, Assistant Superintendent for Business Services, Kent School District No. 415, 12033 SE 256th Street#A-600, Kent, Washington 98030-6643 and pursuant to WAC 197-11- 680 and RCW 43.21 C 075. Date of Issue: May 6, 2005 Date Published: May 9, 2005 V JAIL KENT SCHOOL August 8, 2005 G� 5 DISTRICT P City of Kent Planning Services Department Charlene Anderson, AICP, Manager 220 4th Avenue South Kent, WA 98032-5895 rj Dear Ms_Arson: )ej R)a-LZ-PL-4 Enclosed per your request are 12 copies of the Final 2005 update of the Six-Year Capital Facilities Plan adopted by the Kent School District Board of Directors on July 27, 2005. Following review by King County School Technical Review Committee, there were only minor technical changes made to the Finance Plan on Page 24 of the Draft Plan which was submitted to you on May 6, 2005. If you have any questions, please call me at (253) 373-7293. Sincerely, Gwenn Escher-Derdowsld Planning Administrator GE:ds Enclosures c: Fred Satterstrom, Director of Community Development Gloria Gould-Wessen, AICP, GIS Coordinator/Planner Bill Osborne, Planning Services Department Grace T. Yuan & Denise Stiffarm, Counsel for King County School Coalition tsiness Services 12033 SE 256th Street Suite A-600 Kent,Washington 98030-6643 Ph 253-373-7295 ax 253-373-7018 TAi FAC TIE PRI i 2005 — 2006 - 2010 - 2011 Ak BIT SeN09L 013TRICT NO Emerald Park Elementary Sne Emerald Park Elementary School Emerald Park Elementary Serving Unincorporated King County and Kent, Covington, Auburn, Maple Valley, BfackDiamond, Renton, Sea7ac, iWashington AprY12005 Kent school 12033 SE 25e Street Kent, Washington 98030-6643 (253)373-7295 SIX , YEAR CAPITAL FACILITIES PLAN 2005 - 2006 - 2010 - 2011 KENT SCHOOL DISTRICT BOARD of DIRECTORS Bill Boyce Sandra Collins Scott Floyd Lisa Holliday Mike Jensen ADMINISTRATION Barbara Grohe, Ph.D. — Superintendent Fred H. High —Assistant Superintendent for Business Services Mark Haddock, Ph.D. —Assistant Superintendent for Learning & School Improvement Margaret A. Whitney—Assistant Supenntendent of Human Resources Janis Bechtel — Executive Director, Kentwood Strand Donald Hall— Executive Director of Information Technology John Knutson — Executive Director of Finance Joseph McBrayer, Ph.D. — Executive Director, Kentlake Strand Gary Plano, Ed.D. — Executive Director, Kent-Mendian Strand Meryl Rieger— Executive Director, Kentridge Strand Kent School District Six-Year Capital Facilities Plan Apnl 2005 i B"Istrict ■ ent School INT OOLTRICT SIX - YEAR CAPITAL FACILITIES PLAN 2005 - 2006 2010 - 2011 April 2005 For information on the Plan, please call the Finance & Planning Department at (253) 373-7295 j Capital Facilities Plan Contributing Staff Gwenn Escher-Derdowski Forecast&Planning Administrator Lary Price, Director of Facilities& Construction Karla Wilkerson & Lynell Mooney, Facilities Department Don Walkup &Helen Shindell-Butler, Transportation Department Cover Design by Debbi Smith Maps by Jana Tucker Kent School District Six-Year Capital Facilities Plan April 21305 School District Sk Tear Capital Facifities Plan � Ta6Ce of Contents Section Page Number I Executive Summary 2 I I Six-Year Enrollment Projection 4 I 1 I District Standard of Service 8 I V Inventory and Capacity of Existing Schools 11 V Six-Year Planning and Construction Plan 14 V I Relocatable Classrooms 17 ' V I I Projected Classroom Capacity 18 V I I I Finance Plan, Cost Basis and Impact Fee Schedules 23 1 X Summary of Changes to Previous Plan 30 X Appendixes 31 i Kent School District Six-Year Capital Facilities Plan April 2W5 I Executive Summary This Six-Year Capital Facilities Plan (the "Plan") has been prepared by the Kent School District (the "District") as the organization's facilities planning document, in compliance with the requirements of Washington's Growth Management Act, King County Code K.C.C. 21A.43 and Cities of Kent, Covington, Auburn, Maple Valley and Black Diamond. This annual plan update was prepared using data available in the spring of 2005 for the 2004-2005 school year. I This Plan is consistent with prior long-term capital facilities plans adopted by the Kent School District. This Plan is not intended to be the sole planning document for all of the District's needs. The District may prepare interim and periodic Long Range Capital Facilities Plans consistent with Board Policies, taking into account a longer or shorter time period, other factors and trends in the use of facilities, and other needs of the District as may be required. Prior Capital Facilities Plans of the Kent School District have been adopted by Metropolitan King County Council and Cities of Kent, Covington and Auburn and included in the Capital Facilities Plan element of the Comprehensive Plans of each jurisdiction. The first ordinance implementing impact fees for the unincorporated areas was effective September 15, 1993. In order for impact fees to be collected in the unincorporated areas of Kent School District, the Metropolitan King County Council must adopt this Plan and a fee-implementing ordinance for the District. For impact fees to be collected in the incorporated portions of the District, the cities of Kent, Covington and Auburn must also adopt this Plan and their own school impact fee ordinances. This Plan has also been submitted to cities of Maple Valley, Black Diamond, SeaTac, and Renton. This Capital Facilities Plan establishes a "standard of service" in order to ascertain current and future capacity. While the State Superintendent of Public Instruction establishes square footage guidelines for capacity, those guidelines do not account for the local program needs in the District. The Growth Management Act, King County and City codes and ordinances authorize the District to make adjustments to the standard of service based on specific needs of the District. This Plan includes the standard of service as established by Kent School District. Program capacity is based on an average capacity and updated to reflect changes to special programs served in each building. Relocatables in the capacity calculation use the same standard of service as the permanent facilities. (continued) Kent School District Six-Year capital Fadllties Plan April 2005 Page 2 I Executive Summary (continued) The capacity of each school in the District is calculated based on the District standard of service and the existing inventory, which includes some relocatable classrooms. The District's program capacity of permanent facilities reflects program changes and the reduction of class size to meet the requirements of Student Achievement Initiative 728. Relocatables provide additional transitional capacity until permanent facilities are completed. Kent School District is the fourth largest district in the state. Enrollment is reported monthly to the Office of the Superintendent of Public Instruction (OSPI) on Form P223. Enrollment on October 1 is considered to be the enrollment for the year. P223 Headcount for October 1, 2004 was 26,891. P223 FTE (Full Time Equivalent) enrollment was 25,770.44. (FTE reports Kindergarten at .5 and excludes Early Childhood Education [ECE] and college-only Running Start students.) The actual number of individual students per the October 2004, full head count was 27,340. (Full Headcount reports all students at 1.0 including Kindergarten, ECE 1 and college-only Running Start students.) The District's standard of service, enrollment history and projections, and use of transitional facilities are reviewed in detail in various sections of this Plan. Our plan is to continue to satisfy concurrency requirements through the transitional use of relocatables. A financing plan is included in Section V I I I which demonstrates the District's ability to implement this Plan. Pursuant to the requirements of the Growth Management Act, this Plan will be updated annually with changes in the fee schedules adjusted accordingly. Kent School District Six-Year Capital Facilities Plan April 2005 Page 3 I I Six -Year Enrollment Projection For capital facilities planning, growth projections are based on cohort survival and student yield from documented residential construction projected over the next six years. (see Tabie 2) The student generation factor, as defined on the next page, is the basis for the growth projections from new developments. King County births and the District's relational percentage average were used to determine the number of kindergartners entering the system. (see Tabie 1) 8.34% of 22,487 King County live births in 2000 is forecast for 1,876 students expected in Kindergarten for October 1, 2005. Together with proportional growth from new construction, 8.34% of King County births is equivalent to the number of students projected to enter kindergarten in the district for the next six-year period (see rase 2) Early Childhood Education students (sometimes identified as "Preschool Special Education [SE] or handicapped students") and non-disabled peer models are forecast and reported separately. Capacity is reserved to serve that program at seven elementary schools. Full day kindergarten programs are provided at most elementary schools with alternative funding for the second half of the day . tThe first grade population is traditionally 7 - 8% larger than the kindergarten population due to growth and transfers to the District from private kindergartens. Cohort survival method uses historical enrollment data to forecast the number of students projected for the following year. Near term projections assume some growth from new developments to be offset by current local economic conditions. With notable exceptions, the expectation is that enrollment increases will occur District-wide in the long term. District projections are based on historical growth patterns combined with continuing development of projects in the pipeline dependent on market/growth conditions. The District will continue to track new development activity to determine impact to schools and monitor conditions to reflect adjustments in this assumption. The six-year enrollment projection anticipates moderate enrollment growth from new 1 development currently in some phase of planning or construction in the district. Information on new residential developments and the completion of these proposed developments in all jurisdictions may be considered in the District's future analysis of growth projections. Within practical limits, the District has kept abreast of proposed developments. The Kent School District serves seven permitting jurisdictions: unincorporated King County, the cities of Kent, Covington, and Auburn and a small portion of the city of Maple Valley. The west Lake Sawyer area of Kent School District is in the city limits of Black Diamond and Kent Mountain View Academy is located in the small portion of the City of SeaTac served by Kent School District. (Continued) Kent School District Sic-Year Capital Facilities Plan April 2005 Page 4 11 Six -Year Enrollment Projection (ca,onied) STUDENT GENERATION FACTOR "Student Factor" is defined by King County code as "the number derived by a school district to describe how many students of each grade span are expected to be generated by a dwelling unit" based on district records of average actual student generated rates for developments completed within the last five years. The Student Factor has been updated to reflect the secondary grade level reconfiguration. Following these guidelines, the student generation factor for Kent School District is as follows: Single Family Elementary .482 Middle School .161 Senior High .284 Total .927 Mufti-Family Elementary .293 Middle School .069 Senior High .114 Total .476 The student generation factor is based on a survey of 4,219 single family dwelling units and 2,701 multi-family dwelling units with no adjustment for occupancy rates. Please refer to Appendix E on Pages 35-36 for details of the Student Generation Factor survey. The actual number of students in those residential developments was determined using the District's Education Logistics (EDULOG) Transportation System. In 4,219 single family dwelling units there were 2,035 elementary students, 679 middle school students, and 1,197 senior high students for a total of 3,911 students. In 2,701 multi-family dwelling units, there were 791 elementary students, 186 middle school students, and 308 senior high students, for a total of 1,285 students. Kent School District Six-Year Capital Facilities Plan April 2005 Page 5 1� pp C O N N In O M N CD N O O A M N O� W O O r N N I� e� Of � Q O to NN W r r N N N N N N N N O d C'7 mc r DoO Nr W N Cl) MC N Cm N N N N CN N N N L to g J • � = N O C N 1[> QWp Of r o O! 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ENROLLMENT PROJECTION October 2004 2005 2006 200T 2008 2009 2010 King County Live Births ' 22,007 22,487 21,778 21,863 22,431 22,500 22,600 ' Increase/Decrease -188 480 -709 85 568 69 100 Kindergarten / Birth % 2 8.34% 8.34% 8 34% 8 34% 8.34% 8.34% 8.34% 2"Kindergarten FTE @ .5 918 938 918 922 945 948 952 Grade 1 1,954 1,986 2,060 2,017 2,025 2,076 2,082 Grade 2 1,935 2,023 2,085 2,163 2,118 2,126 2,179 Grade 3 2,020 1,969 2,090 2,153 2,234 2,187 2,196 Grade 4 2,057 2,084 2,062 2,188 2,253 2,338 2,289 Grade 5 2,102 2,067 2,123 2,101 2,229 2,295 2,381 Grade 6 2,139 2,155 2,149 2,207 2,185 2,317 2,385 Grade 7 2,243 2,176 2,202 2,196 2,255 2,232 2,366 Grade 8 2,221 2,255 2,197 2,223 2,217 2,276 2,253 Grade 95 2,705 2,542 2,606 2,539 2,569 2,562 2,630 Grade 10 2,124 2,475 2,349 2,408 2,346 2,373 2,367 Grade 11 1,907 1,822 2,148 2,040 2,091 2,037 2,060 Grade 12 1,446 1,543 1,484 1,748 1,660 1,702 1,658 Total FTE Enrollment 25,771 26,035 26,473 26,905 27,127 27,469 27,798 NOW 213r4 Yearly Increase 413 264 438 432 222 342 329 Yearly Increase % 1.60% 1.02% 1.68% 1.63% 0.83% 1.26% 1.20% Cumulative Increase 413 677 1,115 1,547 1,769 2,111 2,"0 Full Time E uivalent FTE 25,771 26,035 26,473 26,905 1 27,127 1 27,469 1 27,798 ' Kindergarten projection based on King County actual live birth percentage and proportional growth from new construction 2 Kindergarten FTE enrollment projection at 5 is calculated by using the Districrs percentage of King County live births. 5 years earlier compared to actual Kindergarten enrollment in the previous year (Excludes ECE-Early Childhood Education) J Kindergarten projection is at.5 FTE although most schools provide Full Day Kindergarten with altemative funding 4 Oct 2004 P223 FTE is 25,771 &Headcount is 26,891 Full student count with ECE Preschool&Running Start=27.340. 5 Grade level reconfiguration In 2004,all 9th grade students were served at the senior high schools. G R O W T H P R O J E C T 1 0 N S - Adjustments for current economic factors `For facilities planning purposes, this six-year enrollment projection anticipates moderate enrollment growth from new development currently in some phase of planning or construction in the district. Kent School District Six-Year Capital Facilities Plan Table 2 Apnl M05 Page 7 III Current Kent School District "Standard of Service" In order to determine the capacity of the District's facilities, King County Code 21 A.06 refers to a "standard of service" that each school district must establish in order to ascertain its overall capacity. The standard of service identifies the program year, the class size, the number of classrooms, students and programs of special need, and other factors determined by the District which would, in the District's judgment, best serve the student population. This Plan includes the standard of service as established by Kent School District. The District has identified schools with significant special needs programs as "impact" schools and the standard of service targets a lower class size at those facilities. Relocatables included in the capacity calculation use the same standard of service as the permanent facilities. (see Appendix A, a a C) The standard of service defined herein may continue to change in the future. Kent School District is continuing a long-term strategic planning process combined with review of changes to capacity and standard of service adjustments to meet the requirements of Student Achievement Initiative 728. This process will affect various aspects of the District's "standard of service" and future changes will be reflected in future capital facilities plans. Because the funding for Initiative 728 is Incremental, implementation of the Initiative is also incremental and may result in annual changes to school capacity. Current Standards of Service for Elementary Students Class size for grades K - 3 should not exceed an average of 22 students. Class size for grade 4 should not exceed an average of 23 students. Class size for grades 5 - 6 should not exceed an average of 29 students. Program capacity for regular education elementary classrooms is calculated at an average of 24 students per classroom because of fluctuations between primary and intermediate grade levels (i.e. third/fourth or fourth/fifth grade split classes, etc.). Most elementary schools provide full day kindergarten programs (FDK or KAI — Full Day Kindergarten or Kindergarten Academic Intervention) with the second half of the day funded by grants or tuition. Students have scheduled time in a computer lab. Students may also be provided music instruction and physical education in a separate classroom or facility. Special Education for students with disabilities may be provided in a self- contained classroom with a capacity of 10-15 depending on the program. (continued) Kent School District Six-Year Capital Facilities Plan April 2005 Page 8 III Current Kent School District "Standard of Service" (continued) Identified students will also be provided other educational opportunities in classrooms for programs such as those designated as follows: English Language Learners (E L L) Self-contained Special Education Support Center Programs (SC) Integrated Programs & Resource Rooms (for special remedial assistance) Early Childhood Education (ECE) (3-4 yr. old students with disabilities) School Adjustment(sA) Program for severely behavior-disordered students Speech & Language Therapy & Programs for Hearing Impaired students Mild, Moderate and Severe Developmental Disabilities (DD) Occupational & Physical Therapy Programs (OT/PT) Developmental Kindergarten (Magnet K Programs) Kindergarten Academic Intervention Program (KAI-Full Day Kindergarten) Education for Disadvantaged Students (Title I) Learning Assisted Programs (LAP) District Remediation Programs Education for Highly Capable Students (formerly "Gifted" Program) Some of the above special programs require specialized classroom space, as well as music and physical education classrooms, computer labs, etc.; thus, the permanent capacity of some of the buildings housing these programs is reduced. Some students, for example, leave their regular classroom for a short period of time to receive instruction in these special programs and "pull-out" space must be allocated to serve these programs. Some newer buildings have been constructed to accommodate most of these programs; some older buildings have been modified, and in some circumstances, these modifications reduce the classroom capacity of the buildings. When programs change, program capacity fluctuates and is updated annually to reflect the change in program and capacity. Current Standards of Service for Secondary Students The standards of service outlined below reflect only those programs and educational opportunities provided to secondary students which directly affect ' the capacity of the school buildings. Reductions have been made in 7th and 100, grade English classes for Initiative 728. These standards are subject to change pending annual updates based on staff and public review for changes funded by Student Achievement Initiative 728. Class size for grades 7 - 9 should not exceed an average of 29 students. Class size for 7th & 10'h grade English class should not exceed an average of 25 students. Class size for grades 10 - 12 should not exceed an average of 31 students. Special Education for students with disabilities may be provided in a self- contained classroom with a capacity of 10-15 depending on the program. (confd) Kent School District Six-Year Capital Facilities Plan April 2005 Page 9 III Current Kent School District "Standard of Service" (continued) Identified students will also be provided other education opportunities in classrooms for programs designated as follows: Computer, Multi-media &Technology Labs and Programs English Language Leamers (E L L) Science Programs & Labs — Biology, Chemistry, Physics, Oceanography, Astronomy, Meteorology, Marine Biology, General Science, etc. Integrated Programs & Resource Rooms (for special remedial assistance) Basic Skills Programs Preschool and Daycare Programs Music Programs—Band, Orchestra, Chorus, Jazz Band, etc. Art Programs— Painting, Design, Drawing, Ceramics, Pottery, Photography, etc. Theater Arts— Drama, Stage Tech, etc. Journalism and Yearbook Classes Highly Capable (Honors or Gifted) and Advanced Placement Programs International Baccalaureate Program Traffic Safety Education JROTC -Junior Reserve Officers Training Corps Variety of Career &Technical Education Programs (CTE-Vocational Education) Family & Consumer Science —Cooking, Sewing, Child Development, etc. Health Sciences, Sports Medicine, etc. Business Education — Keyboarding, Accounting, Business Law, DECA, Sales & Marketing, etc. Material Sciences — Woods and Cabinet Making, Metals, Welding, Electronics, Auto Shop, Manufacturing Technology, Machine Shop, CAD, (Computer-aided Design) Drafting & Drawing, etc. Culinary Arts, Graphic & Commercial Arts, Engineering, etc. Many of these programs and others require specialized classroom space which can reduce the permanent capacity of the school buildings. In addition, an alternative home school assistance, choice and transition program is provided for students in grades K - 12 at Kent Mountain View Academy. Space or Classroom Utilization As a result of scheduling conflicts for student programs, the need for specialized rooms for certain programs, and the need for teachers to have a work space during their planning periods, it is not possible to achieve 100% utilization of regular teaching stations at secondary schools. Based on the analysis of actual utilization of classrooms, the District has determined that the standard utilization rate is 85% for secondary schools. Program capacity at elementary schools reflects 100% utilization at the elementary level with adjustments for pull-out Tprograms served in relocatables. In the future, the District will continue close analysis of actual utilization. Kent School District Six-Year Capital Facilities Plan April 2005 Page 10 KENT SCHOOL DISTRICT No.415 Site Acquisitions and Projects Planned to Provide Additional Capacity Projected Projected %for SCHOOL FACILITY / SITE LOCATION T Status Completion Program new Date Capaa Growth nwra*nue I Ap w*no a ELEMENTARY (Numbers assigned to future schools may not correlate with number of existing schools.) Elementary 0 31 (Unfunded)' To be determined 2 New Planning 2009 500 75% MIDDLE SCHOOL Grade Level Reconfiguration has Moved 9th grade to High Schod Program Planning 2004 WA NIA provided additional capacity at Middle Schools SENIOR HIGH I I Classroom additions at three Kent-Meridian Additions ca inxuw 2004 386 75% high schools and reconfiguration Kentridge Additions c"ouctim 2004 1,000 75% moved 9th Grade OD high school Kentwood Additions co svuceon 2004 896 75% Senior High#5 (Unfunded) To be determined 2 New Planning 2010 1,000 75% Additional TEMPORARY FACILITIES Capacity Relocatables For placement as needed New Planning 2004+ 24.31 each 100% SUPPORT FACILITIES Bus Facility (Unfunded) Near Kent-Mendlan High School New Planning TBD 2 N/A #on Land Use Map 3 OTHER SITES ACQUIRED Typs Jurisdiction 4 Covington area (Near Mattson JH) SE 251 &164 SE, Covington 98042 Elementary City of Covington 7 Covington area South(Scarsela) SE 290&156 SE, Kent 98042 Elementary King County 5 Covington area West(Halleson-Wikstrom) 15435 SE 256 Street, Covington 98042 TBD 2 City of Covington 3 Ham Lake area (Pollard) 16820 SE 240. Kent 98042 Elementary King County 8 SE of Lake Morton area(West) SE 332&204 SE, Kent 98042 Secondary King County 2 Shady Lake area (Sowers,etc► 17426 SE 192 Street, Renton 98058 Elementary King County 1 So,King Co Activity Center(Nike site) SE 167&170 SE, Renton 98058 TBD 2 King County ■ 12 South Central site(Plemmons-Yeh-Wms) SE 286th Street&124th Ave.SE,Kent TBD 2 King County Notes: ' Unfunded facility needs will be reviewed in the future. 2 TBD-To be determined-Some sites are acquired but placement, timing and/or configuration have not been determined. 3 Numbers correspond to sites on Map on Page 16 Other site locations are parcels identified in Table 7 on Page 26 Kent School District Six-Year Capital Facilities Plan Table 4 April 2005 Page 15 W) W� @ �O � � � s � � e m 2t ! ~ e 0 \ $ 0 V1 � � 7 � � wll� / � *@ °d' of E \ cf� Z. 7 0 - 2 ' e 7Q -��1 + k | � � 3__. \ e -V_o 3_�e ' q ! q® q ' / eq £# ! �3 I $ i 110 fe � e/ � a__. . .£ d $ 3S O__k %� — � a � � 2.04� &A"O„_ , 2 0 ; k -E ¥ @ °0$0 w Kant School Districts!_Cap italFacilities Plan April 200, P"e is @ VI Relocatable Classrooms For the purpose of clarification, the term "portables" and the more descriptively accurate term, "relocatables" are used interchangeably in this Plan. The Plan also references use of portables or relocatables as interim or transitional capacity/facilities. Currently, the District utilizes 132 total relocatables to house students in excess of permanent capacity, for program purposes at school locations, and six for other purposes. (See Appendices A B C D) Based on enrollment projections, program capacity and funded permanent facilities, the District anticipates the need to purchase some additional relocatables during the next six-year period. The continually escalating cost of moving relocatables will increasingly limit the choice between building new relocatables on site and relocating older ones. During the time period covered by this Plan, the District does not anticipate that all of the Districts relocatables will be replaced by permanent facilities. During the useful life of some of the relocatables, the school-age population may decline in some communities and increase in others, and these relocatables provide the flexibility to accommodate the immediate needs of the community. Portables, or relocatables, may be used as interim or transitional facilities: 1. To prevent overbuilding or overcrowding of permanent school facilities. 2. To cover the gap between the time of demand for increased capacity and completion of permanent school facilities to meet that demand. 3. To meet unique program requirements. Relocatables currently in use will be evaluated resulting in some being improved and some replaced. Quality concerns will be among those addressed by the next Community Facilities Planning Committee for review of capital facilities needs for the next bond issue, The Plan projects that the District will use relocatables to accommodate interim housing needs for the next six years and beyond. The use of relocatables, their impacts on permanent facilities, life cycle and operational costs, and the Interrelationship between relocatables, emerging technologies and educational restructuring will continue to be be examined. Kent SdxxA District Six-Year Capital Facilities Plan April 2005 Page 17 r V I I Projected Six-Year Classroom Capacity As stated in Section I V, the program capacity study is periodically updated for changes in special programs and reflects class size fluctuations In Grades K - 4. As shown in the Inventory and Capacity chart in Table 3 on Page 12, the program capacity is also reflected in the capacity and enrollment comparison charts. (See Tables 5 8 5A-B-C on papas 19-22) Enrollment is reported to OSPI on Form P-223 on a monthly basis and funding apportionment is based on Annual Average FTE (AAFTE). The first school day of October is set by OSPI as the "enrollment count date" for the year. Full Time Equivalent (FTE) student enrollment for October 1, 2004 was 25,770.44 which represents an increase of 413 FTE over the previous year. Kindergarten students are counted at .5 and P223 FTE excludes Early Childhood Education students (ECE - preschool special education) and College-only Running Start students. (See Tables 5 a 5A-B-C on pages 19-22) On October 1, there were 535 students in 11 m and 12th grade participating in the Running Start program at 9 different colleges and receiving credits toward both high school and college graduation. 261 of these students attended classes only at the college ("college-only") and are thus excluded from the FTE and headcount for capacity and enrollment comparisons. Kent School District continues to be the fourth largest district in the state of Washington. P223 Headcount for October 1, 2004 was 26,891 with kindergarten students counted at 1.0 and excluding ECE and college-only Running Start students. A full headcount of all students enrolled on October 1, 2004 totals 27,340 which includes ECE and college-only Running Start students. This reflects an increase of 470 actual students compared to October 1, 2003. Based on the enrollment forecasts, current inventory and capacity, current standard of service, relocatable capacity, and future planned additional classroom space, the District anticipates having sufficient capacity to house students over the next six years. (see Table 5 and Tables 5 A-B-C on Pages 19-22) This does not mean that some schools will not experience overcrowding. There may be significant need for additional portables and/or new schools to accommodate growth within the District and class size reduction mandated under Student Achievement Initiative 728. Some schools, by design, may be opened with relocatables on site. Boundary changes, limited movement of relocatables, zoning changes, market conditions, and educational restructuring will all play a major role in addressing overcrowding and underutilization of facilities in different parts of the District. Kent School Dtsbict Slx-Year Cap ital FaeAitles Plan April 2005 Pape 18 KENT SCHOOL DISTRICT No. 415 PROJECTED ENROLLMENT and CAPACITY TOTAL DISTRICT 3 SCHOOL YEAR 2004-2005 2005-2006 2006-2007 1 2007-2008 1 2008-2009 2009-2010 1 2010-2011 Actual P R O J E C T E D Permanent Program Capacity t 25,512 26,978 27,778 27,778 27,778 27,778 28,278 New Permanent Construction 1 Estimated Program Capacity 4 Kent Junior High dosed 1 year for remodel&re-purposing in 2004-05-Will reopen as Mill Creek Middle School 7a in Fail 2005 -816 800 Additions to 3 Senior High schools 2,282 Elementary#31 (Unfunded)s 500 Senior High#5 (Unfunded) 5 1,000 Permanent Program Capacity Subtotal 26,978 27,778 27,778 27,778 27,778 28,278 29,278 Interim Relocatable Capacity I I Elementary RelocatsNe capacity Required 0 0 0 48 288 96 264 Middle School Relocatable Capacity Required 0 0 0 0 0 0 0 Senior High Relocatatile Capacity Required 93 279 496 651 589 589 0 Total Relocatable Capacity Required 1 a 5 93 279 496 699 877 685 264 TOTAL CAPACITY 1 1 27,071 1 28,057 28,274 28,477 1 28,655 1 28,963 1 29,542 2 8 3 TOTAL FTE ENROLLMENT/PROJECTION 25,771 26,035 26,473 26,905 27,127 27,469 27,798 DISTRICT AVAILABLE CAPACITY 1,300 2,022 1,801 1,572 1,528 1,494 1,744 t Capacity is based on standard of service for program capacity and updated periodically to reflect program changes. 2 FTE=Full Time Equivalent Enrollment (i a 1/2 day Kindergarten student= 5) 3 In Fall 2004, 9th grade moved to the high schools which provided increased capacity at Middle School level. 4 Kent Junior High closed for remodel and re-purposing in 2004-05 with students served at five other Middle Schools. KJ will reopen as Mill Creek Middle School in Fall 2005 with a Technology Academy serving 7th grade students from other service areas. Capacity for Mill Creek Middle School&Technology Academy will be determined when new programs are in place 5 2004-2005 total classroom relocatable capacity is 1,843. 5 Facility needs are pending review. Kent School District Six-Year Capital Facilities Plan Table 5 April 2005 Page 19 KENT SCHOOL DISTRICT No. 415 PROJECTED ENROLLMENT and CAPACITY SENIOR HIGH - Grades 9 - 12 3 SCHOOL YEAR 20042005 2005-2006 1 2006-2007 1 2007-2008 1 2008-2009 20044-2010 1 20to-2011 Actual P R O J E C T E D Senor High Permanent program Capacity t 5.822 8,104 8,104 8,104 8,104 8.104 8,104 New Permanent Senior High Construcbon 7 Grade level reconfiguration-9th grade students moved to high schools In Fall 2004 Classrooms added at three high schools Estimated program capacity 2,282 Senior High#5 (Unfunded) 4 1,000 Subtotal 8,104 8,104 8,104 8.104 8,104 8,104 9,104 Relocatable Capacity Required 1 s 4 93 279 496 651 589 589 0 TOTAL CAPACITY ' 8,197 8,383 8,600 8,755 8,693 8,693 9,104 FTE ENROLLMENT/PROJECTION 263 g,182 8,382 8,587 8,735 8,666 8,674 8,715 SURPLUS DEFICIT CAPACITY 15 1 13 20 27 19 389 Number of Relocatables Required 3 9 1s 21 /9 19 0 r Capacity is based on standard of service for program capacity and updated odical to reflect Pd P� fY Program changes. 2 FTE=Approximate Full Time Equivalent Enrollment, excluding College-only Running Start students. 3 Grade level reconfiguration-All 91h grade students moved to the high schools in Fall 2004. 4 Facility needs are pending review. Kent School District Six-Year Capital Facilities Plan Table 5 A April 2005 Page 20 KENT SCHOOL DISTRICT No. 415 PROJECTED ENROLLMENT and CAPACITY MIDDLE SCHOOL - Grades 7 - 8 3 SCHOOL YEAR 2004-2005 2oo5-2006 21106-2007 1 2007-2008 1 2008-2009 1 2009-2010 1 2010-2011 Actual P R O J E C T E D Middle School Program Capacity 5,984 5,168 5,968 5,968 5,968 5,968 5,968 New Capacity from Grade Reconfiguration J b Grade level reconfiguratlon-ttth grade students moved to high schools in 2004 4 Kent Junior High dosed for remodel 8 re-purposing in 2004-05-Will re-open as Mill Creek Middle School 7a In Fall 2005 Estimated program capacity -816 800 Subtotal 5,168 5.968 5,968 5,968 5,968 5,968 5,968 Relocatable Capacity Required ' 0 0 0 0 0 0 0 TOTAL CAPACITY 's3 5,168 5,968 5,968 5,966 5,968 5,968 5,968 FTE ENROLLMENT/PROJECTION z 4,464 4,431 4,399 4,419 4,472 4,508 4,619 SURPLUS DEFICIT CAPACITY 704 1,537 1,569 1,549 1,496 1,460 1,349 No Relocatables Required ' Capacity is based on standard of service for program capacity and updated penodicaliy to reflect program changes. z FTE =Approximate Full Time Equivalent Enrollment/Protection 3 Grade level reconfiguration-All 9th grade students moved to the high schools in Fall 2004. 4 Kent Junior High closed for remodel and re-purposing in 2004-05 with students served at five other Middle Schools. KJ will reopen as Mill Creek Middle School in Fall 2005 with a Technology Academy sennng 7th grade students from other service areas Capacity for Mill Creek Middle School&Technology Academy will be determined when new programs are In place Kent School District Six-Year Capital Facilities Plan Table 5 B April 2005 Page 21 _ KENT SCHOOL DISTRICT No. 415 PROJECTED ENROLLMENT and CAPACITY ELEMENTARY - Grades K - 6 SCHOOL YEAR 2004-2005 2005-2006 1 2006,2007 2007-2008 1 2008-2009 2009-2010 1 2010-2011 Actual P R O 1 E C T E D Elements Permanent Program Capacity 13,290 13,706 13,706 13,706 13,706 13,706 14,206 Kent Mountain View Academy 1 416 New Permanent Elementary Construction Elementary#31 (Unfunded)4 500 subtotal 13,706 13,706 13,706 13,706 13,706 14,206 14,206 Reca lotable Capacity Required Z 0 0 0 48 288 96 264 TOTAL CAPACITY 2 13,706 13,706 13,706 13,754 13,994 14,302 14,470 FTE ENROLLMENT/PROJECTION 3 T13,125 13,222 13,487 13,751 13,989 14,287 14,464 SURPLUS DEFICIT CAP CI;T 581 484 219 3 5 15 6 Number of Retocafables Required 0 0 0 2 12 4 11 1 Kent Mountain View Academy is a special program at the former Grandview School serving students in Grades K-12. The school building(formerly Kent Learning Center&Grandview Elem)was designed as an elementary school 2 Capacity is based on standard of service for program capacity and is updated periodically to reflect program changes 3 FTE =Approximate Full Time Equivalent Enrollment or Projection (Kindergarten @ 5 &excluding ECE) Kindergarten projection is at 5 FTE although most schools provide Full Day Kindergarten with alternative funding 4 Facility needs are pending review. Kant School District Six-Year Capital Facilities Plan Table 5 C April zoos Page 22 r r V I I I Finance Plan The finance plan shown on Table 6 demonstrates how the Kent School District plans to finance improvements for the years 2005 - 2006 through 2010 - 2011. The financing components include secured and unsecured funding and impact fees. The plan is based on voter approval of future bond issues, collection of impact fees under the State Growth Management Act and voluntary mitigation fees paid pursuant to State Environmental Policy Act. Kent Elementary #27a, which opened in January 1999 as a replacement for the j original Kent Elementary School, was the last elementary school for which the District received state matching funds under the current state funding formula. Millennium Elementary #30 which opened in the fall of 2000 was the last elementary school that received funding approval from voters. Voters approved a $69.5 million bond issue for Capital Construction and Improvements in February 2002. This will partially fund building additions at three high schools which coincided with moving 9th grade students to the senior high in September 2004. The District anticipates receiving state matching funds and is utilizing impact fees for the senior high school additions. Enrollment projections reflect future need for additional capacity at the elementary and high school level and unfunded facility needs will be reviewed in the future. Some funding is secured for additional portables and some will be funded from impact fees. For the Six-Year Finance Plan, costs of future schools are based on estimates from Kent School District Facilities Department. Please see pages 25-26 for a summary of the cost basis. 1 r Kent School District Six-Year Capital Facilities Plan April 2005 Page 23 @ § g % k ! .. _ ■ ■ § ; e $ �� ! � 2 % 7 $ 7 2 § J k o _ _ 2 $ ! � V k k } ) \ 2 - k ) @ C - � � K % ) K 7 co § § S. f \ ■ = LOI a a § / 2 § ! § f ] @ 2 44 E } 2 7 2 zLU § - _ k . i E 20 \ � ca \ � I ! & $ \ i $ � K } $ ) t \ ! \ $ LL \ Cl) 10/ & 2 \ } t aFL ; \ 2 °\ \ � 2 § } ) a ) } o 7 $ f / § I o w n / \ _ / Lt. \ \ V I I I Finance Plan - Cost Basis Summary For impact fee calculations, construction costs are based on cost of the last elementary school, with inflation factor, and projected cost of the next elementary school. Elementary School Cost Projected Cost Millennium Elementary #30-o n 2000 $12,182,768 Current cost of Elementary#31 $14,952,532 Projected cost of Elementary#31 in 2009 $17,500,000 For impact fee calculations, construction costs are based on cost of the last high school, with inflation factor and projected cost of the next high school: Senior High School Cost Projected Cost Kentlake High School (Opened in 1996) $44,600,000 Current cost for Senior High School#5 $42,615,821 adjusted for capacity of- 1000 Projected cost of High School #5 in 2010 $52,000,000 Construction cost of the additions to three high schools: Senior High School Additions Projected Cost Total Addition to Kent-Meridian $7,000,000 Addition to Kentrid a $13,600,000 Addition to Kentwood $11,200,000 Construction cost of additions to $31,800,000 3 High Schools Kent School District Six-Year Capital Fadhbes Plan April 2005 Page 25 a!b rV I I I Finance Plan - Cost Basis Summary (Continued) Site Acquisition Cost The site acquisition cost is based on an average cost of sites purchased or built on within the last ten years. Please see Table 7 on page 26 for a list of site acquisition costs and averages. District Adjustment for 2005 The impact fee calculations on pages 28 and 29 include a "District Adjustment" which is equal to the amount of increase that the impact fee formulas drive out for this year and adjusted for increase in the Consumer Price Index. The reasons for this adjustment include: 1) the district's long-term commitment to keep impact fee increases as minimal as possible, and 2) our community's overwhelming support of Initiative 695. i i ' 1 Kent School District Six-Year Capital FacillNes Plan April 2005 Page 25 a!b i r t�pp Ln CD O N M N Ic LA C) co • V F W N � CO coCMD � N r fo O r CV N 00 Co t1 d 00 M co CO) 1 a R Lo � � F r $�1 M to to M 69 r Q ersfA o o rto a cm yppp�' rn o_ {p[pp� 0 1Lni� % to o ti co�i r 1Lon) O N ^ df C R M Lung, M � r ��ppep N H H M H H Ef! MfA N! 00Go �O f0 40 nco N ch O co CM N O) G r O N r L6 N d' T.. o) to o M ��pp (G V= _M r r r r r fo N M co C7 00 N r z c t- c) ; a 0 € Q Co Y w `� $ Ql7�J llq��n� r i _• J C Q N N N 9j N W N g , o W cr a S � N -ca, rl LLI Y O } � n 5 c 6 CD Q ° L m rc�,� �5 .=CD CD m a� m 8 cry Q s � E � a r .0 7 t Y C 0) YLU C W CLU N CD N v U m N m n m m m m m �o i C7 Y W <n Z f N Y Y Y CA 2 ro 03 0 0 b a Z � CLch cc ch � 2 s o > 7 7 p ~ � W N KENT SCHOOL DISTRICT FACTORS FOR ESTIMATED IMPACT FEE CALCULATIONS Student Generation Factors-Single Family Student Generation Factors-Multi-Family Elementary (Grades K-6) 0.482 Elementary 0.293 Middle School (Grades 7-8) 0.161 Middle School 0.069 Senior High (Grades 9 - 12) 0.284 Senior High 0.114 Total 0.927 Total 0.476 Projected Student Capacity OSPI -Square Footage per Student Elementary 500 Elementary 80 Middle School 1,065 Middle School 110 Senior High 1,000 Senior High 120 Special Education 140 Required Site Acreage per Facility Elementary (required) 11 Average Site Cost/Acre Middle School (required) 21 Elementary $108,091 Senior High(required) 32 Middle School $52,563 Senior High $93,955 New Facility Construction Cost Elementary. $17,500,000 Temporary Facility Capacity & Cost Middle School $0 Elementary @ 24 $94,200 Senior High " $52,000,000 Middle School @ 29 $0 See cost basis on Pg.25 a Senior High @ 31 $94,200 Temporary Facility Square Footage State Match Credit Elementary 71,652 Current State Match Percentage 54.29% Middle School 27,000 Senior High 20,272 Total 4% 118,924 Area Cost Allowance -Cost/Sq. Ft. Current Area Cost Allowance $129.81 Permanent Facility Square Footage Elementary 1,475,936 Middle School 651,273 District Average Assessed Value Senior High 1,007,522 Single Family Residence $242,558 Total 96% 3,134,731 Total Facilities Square Footage District Average Assessed Value Elementary 1,547,588 Multi-Family Residence $76,682 Middle School 678,273 Senior High 1,027,794 Total 3,253,655 Capital Levy Tax Rate/$1,000 Current /$1,000 Tax Rate $1.84 Developer Provided Sites/Facilities Value 0 General Obligation Bond Interest Rate Dwelling Units 0 Current Bond Interest Rate 4.57% Kent School District Six-Year Capital Facilities Plan April 2005 Page 27 I KENT SCHOOL DISTRICT IMPACT FEE CALCULATION for SINGLE FAMILY RESIDENCE Site Acquisition Cost par Single Family Residence Formula: ((Acres x Cost per Acre)/Facility Capacity)x Student Generation Factor Required Site Acreage I Average Site CoWAcre I Facility Capacity Sludent Fedor A 1 (Elementary) 11 $108,091 500 0482 $1,146 20 A 2 (Middle School) 21 $0 1,065 0 161 $0 A 3 (Senior High) 32 $93,955 1,000 0.284 $853.86 0.927 A—> $2,000 06 Permanent Fadllty Consbuction Cost per Single Family ResMence Formula- ((Facility Cost/Facility Ca d )x Student Factor)x(Permanent/Total Square Footage Ratio) Construction Cost Facility Capacity Student Factor Footage Repo B 1 (Elementary) $17,500,000 500 0.482 0.96 $16,19520 B 2 (Middle School) $0 1,055 0.161 0.96 $0 B 3 (Senior High) $52,000,000 1.000 0.284 0.96 $14,177 28 0 927 B—> $30,372 48 Temporary Facility Cost per Single Family Residence Formula: ((Facility Cost/Facility Capacity)x Student Factor x(Temporary/Total Square Footage Ratio) Facility Coat Facility Capacity Student Factor Footage Ratio C 1 (Elementary) $94,200 24 0 482 004 $75 67 C 2 (Middle School) $D 29 0.161 0.04 $0 C 3 (Senior High) $94,200 31 0.284 0.04 $34 52 0 927 C—> $110 19 State Match Credit per Single Family Residence Formula Area Cost Allowance x SPI Square Feet per student x District Match% x Student Factor Area Coe Allowance SPI Sq.Ft/Student Diatrid Match% Student Factor D 1 (Elementary) $129.81 8o 0.5429 0 482 $2,717.47 D 2 (Middle School) $129.81 110 0 0 161 $0 D 3 (Senior High) $129.81 120 0.5429 l).284 $2,401.75 D—> $5,119.22 Tax Credit per Single Family Residence Average SF Residential Assessed Value $242,558 Current Capital Levy Rate/$1,000 $1 84 Current Bond Interest Rate 4.57% Years Amortized (10 Years) 10 TC—> $3,517 04 Developer Provided Facility Credit Facility/Site Value Dwelling Units 0 0 FC—> 0 Fee Recap A = Site Acquisition per SF Residence $2,000.06 B = Permanent Facility Cost per Residence $30.372 48 C = Temporary Facility Cost per Residence $110.19 Subtotal $32,482.73 D = State Match Credit per Residence $5,119.22 TC=Tax Credit per Residence $3,517.04 Subtotal $8,636 26 Total Unfunded Need $23,846 47 50%Developer Fee Obligation $11,923 FC=Facility Credit(0 applicable) 0 District Adjustment (See Page 25 for explanation) ($7,148) , Net Fee Obligation per Single Family Residence $4,775 Kent School District Six-Year Capital Faci itles Plan April 2005 Page 28 KENT SCHOOL DISTRICT IMPACT FEE CALCULATION for MULTI-FAMILY RESIDENCE Site Acquisition Cost per Multi-Family Residence Unit Formula, ((Acres x Coat per Acre)/Facility Capacity)x Student Generation Fader RequtradSfteAcraeW jAveMgsStWCosVAc*jFadl Capacity Student Factor A 1 (Elementary) 11 $108,D91 500 0 293 $696.75 A 2 (Middle School) 21 $0 1.065 0 069 $0 A 3 (Senior High) 32 $93,955 1,000 0 114 $342 75 0 476 A—> $1,03950 Permanent Facility ComdrudJon Cost per Multifamily Residence Unit Formula ((Facility Cost/Facility Ca x Student Factor)x Permanent/Total Square Footage Ratio) Construcbon Cost Facility Capacity Student Factor Footage Ratio L B 1 (Elementary) $17,500,D00 500 0 293 096 $9.844.80 B 2 (Middle School) $0 1.065 0.089 0.96 $0 B 3 (Senior High) $52,000,000 1,000 0.114 0.96 $5,690.88 0.476 B—> $15,535.68 Temporary Facility Cost per Mukl-Family,Residence Unit Formula. ((Facility Cost/Facility Capacity)x Student Fader)x(Temporary/Total Square Footage Ratio) FadNty,Cost Facility Capacity Student Factor Footage Rebo C 1 (Elementary) $94.200 24 0 293 0.04 $46.00 C 2 (Middle School) $0 29 0.069 0.04 $0 C 3 (Senior High) $94,200 31 0,114 0,04 $13.86 0 476 C—> $59.66 State Match Credit per Multi-Family Residence Unit Formula: Area Cost Allowance x SPI Square Feet per student x District Match% x Student Factor Area Cost Allowance SPI Sq Ft I Student Distil Match% Student Fades D1 (Elementary) $129.81 80 0.5429 0293 $1,651.91 D 2 (Middle School) $129.81 110 0 0 069 $0 D 3 (Senior High) $129.81 120 0.5429 0 114 $964 08 D—> $2,615 99 Tax Credit per Multifamily Residence Unit Average MF Residential Assessed Value '$76,682 Current Capital Levy Rate I$1.000 $1.94 Current Bond Interest Rate 4.57% Years Amortized (10 Years) 10 TC_2. $1.111.87 Developer Provided Facility Credit Facility/Site Value Dwelling Units 0 0 FC —> 0 Fes Ramp A = Site Acquisition per Multi-Family Unit $1,039 50 B = Permanent Facility Cast per MF Unit $15,535 68 C = Temporary Facility Cost per MF Unit $59.86 Subtotal $16,635 04 D = State Match Credit per MF Unit $2,615 99 TC=Tax Credit per MF Unit $1.111 87 Subtotal $3,727 86 Total Unfunded Need $12,907.18 50%Developer Fee Obligation $6.454 FC=Facility Credit(if applicable) 0 District Adjustment (See Page 25 for explanation) ($3,514) Net Fee Obligation per Mull-Family Residence Unit $2,940 Kent School District Six-Year Capital Facilities Plan Apn1 2005 Page 29 IX Summary of Changes to April 2004 Capital Facilities Plan The Capital Facilities Plan (the "Plan") is updated annually based on previous Plans in effect since 1993. The primary changes from the April 2004 Plan are summarized here. ' Voters approved funding for additions at three high schools to accommodate new growth and moving 9th grade students to senior highs. This has provided additional capacity for grades 7-8 at middle schools. Kent Junior High is dosed for remodeling and re-purposing in 2004-05 and will re-open as Mill Creek Middle School in 2005-06. Changes to capacity continue to reflect fluctuations in class size as well as program changes. Reduction in class size for Student Achievement Initiative 728 is reflected in this update. Changes in portables or transitional capacity reflect purchase, sale, surplus and/or movement of portables between facilities. Student enrollment forecast is updated annually. At this time, enrollment projections reflect need for future additional capacity at elementary and high school level. The district expects to receive state matching funds for projects in this Plan and tax credit factors are updated annually. Unfunded facility needs will be reviewed in the IJ future. The biennial student generation factor survey was previously updated to reflect changes and grade level reconfiguration. Changes reflected no adjustment for occupancy. Survey data is included as Appendix E. Changes to Impact Fee Calculation Factors Include: ITEM Grade/Type FROM TO Comments Student Generation Factor Elem 0.482 0.482 Updated for 9n Grade Single Family(SF) MS 0.161 0.161 Reconfiguration. SH 0.284 0.284 No change required this year. Total 0.927 0.927 Student Generation Factor Elem 0.293 0 293 Updated for 91'Grade Multi-Family(MF) MS 0.069 0.069 Reconfiguration SH 0.114 0 114 No change required this year. Total 0.476 OA76 State Match Credit 53.30% 54 29% Per OSPI (+99%) Area Cost Allowance(Boeckh Index) $129 81 $129.81 Per OSPi Average Assessed Valuation (AV) SF $234,279 $242,558 Per Puget Sound ESD AV-Average of Condominiums &Apts. MF $74,065 $76.682 Per Puget Sound ESD } Debt Service Capital Levy Rate/$1000 $1.68 $1 84 Per King County Assement General Obligation Bond Interest Rate 4.35% 4 57% Market Rate Impact Fee - Single Family SF $4,056 $4,775 Change to fee-$719 Impact Fee - Multi-Family MF $1,762 $2,940 Change to fee-$1178 Kent School District Six-Year Capital Facilities Plan April 2005 Page 30 t � X Appendixes Appendix A: Calculations of Capacities for Elementary Schools Appendix B: Calculations of Capacities for Middle Schools Appendix C: Calculations of Capacities for Senior High Schools Appendix D: Use of Relocatables Appendix E: Student Generation Factor Survey Kent School District Six-Year Capital Facilities Plan April 2005 Page 31 C a z Z �y C orym v i � a m uNr13 R o �f' �R � w $ I - xRss8 � mss � s8883a88s � 8 � � � � s s � � o _ N W E W U g c+ 12 p a N a i Z J 099 EUz g� gQ g gg g LU IL CL (n fp N Y � y, W U t9 1D f N P 07 N N1 f N � 10 dl t7 N N 01 N f N b N � N N N N N P7 N P fN W � yy� a R N R N (V R R N N R N N C. 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N N pap �7 Epp Of h- M in pN (Np ��pp ap 1� to to 0 ID 7 N t�f h t`7 V N O V n O V t+f M w qt O C O O O O O O O O � O O O O C O O Q (n Ol r O co N cN'1 R .V- O N CD C7 N fD '✓ ' Op N w l7 /p Yf tV.. W O N W c LO C Z 3 {li N Iff Yf V t0 aD N N t7 n N i00 A @ y W co V U to lL p �i ,N. g N x CO� a Z al s cp �D op cp W 0 � 0 C N Of N 8 �j O h N CNI 0N W iN A Q. = C) ztq W y a p x a x n a a w w w w Y w � 6 0 o rs W g _ m m $ (L r ao LL °�° g c t` a ai O a. LL i x g -,° f a a m rn 0 3 a w ENVIRONMENTAL CHECKLIST WAC 197-11-960 Environmental Checklist. Purpose of Checklist: The State Environmental Policy Act (SEPA), chapter 43.21 C RCW, requires all governmental agencies to consider the environmental impacts of a proposal before making decisions An environmental impact statement (EIS) must be prepared for all proposals with probable significant adverse impacts on the quality of the environment. The purpose of this checklist is to provide information to help you and the agency identify impacts from your proposal (and to reduce or avoid impacts from the proposal, if it can be done) and to help the agency decide whether an EIS is required. Instructions for Applicants: This environmental checklist asks you to describe some basic information about your proposal. Governmental agencies use this checklist to determine whether the environmental impacts of your proposal are significant, requiring preparation of an EIS. Answer the questions briefly, with the most precise information known, or give the best description you can. You must answer each question accurately and carefully, to the best of your knowledge. In most cases, you should be able to answer the questions from your own observations or project plans without the need to hire experts If you really do not know the answer, or if a question does not apply to your proposal, write "do not know" or"does not apply." Complete answers to the questions now may avoid unnecessary delays later. Some questions ask about governmental regulations, such as zoning, shoreline, and landmark designations. Answer these questions if you can. If you have problems, the governmental agencies can assist you jThe checklist questions apply to all parts of your proposal, even if you plan to do them over a period of time or on different parcels of land. Attach any additional information that will help describe your proposal or its environmental effects The agency to which you submit this checklist may ask you to explain your answers or provide additional information reasonably related to determining if there may be significant adverse impact. IUse of checklist for nonproject proposals: Complete this checklist for nonproject proposals, even though questions may be answered "does not apply" In addition, complete the Supplemental Sheet for nonproject actions (part D) For nonproject actions, the references in the checklist to the words "project," "applicant," and "property or site" should be read as "proposal," "prepares," and "affected geographic area," respectively. 1 A. BACKGROUND 1. Name of proposed protect, if applicable: The adoption of a six-year Capital Facilities Plan by the Kent School District. The Comprehensive Plans of King County, City of Kent, City of Covington, City of Auburn and possibly Cities of Maple Valley, Renton, SeaTac and Black Diamond have been and/or will be amended to include the Kent School District 2005 Capital Facilities Plan in the Capital Facilities Plan Element of each jurisdiction's Comprehensive Plan A copy of the District's Plan is available for review in the District Finance & Planning Department. 2. Name of applicant: Kent School District No. 415. 3. Address and phone number of applicant and contact person: Kent School District No. 415 12033 SE 256th Street #A-600 Kent, WA 98030-6643 Contact Person: Fred H. High, Assistant Superintendent for Business Services l Telephone: (253) 373-7295 4. Date checklist prepared: May 2, 2005 5. Agency requesting checklist Kent School District No. 415 6. Proposed timing or schedule (including phasing, if applicable): The 2005 Kent School District Capital Facilities Plan is scheduled to be adopted in May, 2005 and forwarded to King County, Cities of Kent, Covington, Auburn, Maple Valley, Black Diamond, Renton, and SeaTac for possible inclusion in each jurisdiction's Comprehensive Plan The Capital Facilities Plan will be updated annually_ Site-specific projects have been or will be subject to project-specific environmental review 7. Do you have any plans for future additions, expansion, or further activity related to or connected with this proposal? If yes, explain. The Capital Facilities Plan reviews completion of additions to three existing high schools, remodel for Kent Junior High/Mill Creek Middle School #7a and proposes construction of a new elementary school and additional capacity at the high school level. 2 1 8. List any environmental information you know about that has been prepared, or will be prepared, directly related to this proposal. The above-referenced projects will undergo environmental review at the time of formal proposal 9. Do you know whether applications are pending for governmental approvals of other proposals directly affecting the property covered by your proposal? If yes,explain. i No. 10. List any government approvals or permits that will be needed for your proposal, if known. King County and Cities of Kent, Covington and Auburn will review and approve the Capital Facilities Plan for the purposes of impact fee ordinances and will need to adopt the Plan as an amendment to the Capital Facilities Plan element of the Comprehensive Plans of King County and Cities of Kent, Covington and Auburn. Cities of Maple Valley, Black Diamond, SeaTac and Renton may also review and approve the Plan for the purposes of any school impact fee ordinances and may adopt the Plan as an amendment to the Capital Facilities element of their Comprehensive Plans. 11. Give a brief, complete description of your proposal, including the proposed uses and the size of the project and site. There are several questions later in this checklist that ask you to describe certain aspects of your proposal You do not need to repeat those answers on this page (Lead agencies may modify this form to include additional specific information on project description.) This is a non-project action. This proposal involves the adoption of the Kent School District 2005 Capital Facilities Plan for the purpose of planning the facilities needs of the District and for inclusion in the Capital Facilities Plan element and possible amendment of the Comprehensive Plans for King County, City of Covington, City of Kent, City of Auburn, City of SeaTac, City of Renton and City of Black Diamond. A copy of the Capital Facilities Plan may be viewed at the District's Finance Department office. 12. Location of the proposal. Give sufficient information for a person to understand the precise location of your proposed project, including a street address if any, and section, township, and range, if known If a proposal would occur over a range of area, provide the range or boundaries of the site(s) Provide a legal description,site plan, vicinity map, and topographic map, if reasonably available While you should submit any plans required by the agency, you are not required to duplicate maps or detailed plans submitted with any permit applications related to this checklist. The 2005 Capital Facilities Plan will affect the Kent School District. The District includes an area of approximately 73 square miles The City of Covington, and portions of the Cities of Kent, Auburn, Maple Valley, SeaTac and Black Diamond and parts of ' unincorporated King County fall within the District's boundaries 3 B. ENVIRONMENTAL ELEMENTS 1. Earth a General description of the site (circle one): Flat, rolling, hilly, steep slopes, mountainous, other The Kent School District is comprised of a variety of topographic land forms and gradients, including all of those listed. Specific topographic characteristics will be identified during the planning and permit process for each capital project. b. What is the steepest slope on the site (approximate percent slope)? Specific slope characteristics will be identified during the planning and permit process for each capital project. c. What general types of soils are found on the site (for example, clay, sand, gravel, peat, muck)? If you know the classification of agricultural soils, specify them and note any prime farmland. Specific sod types will be identified during the planning and permit process for each capital project. d. Are there surface indications or history of unstable soils in the immediate vicinity? If so, describe. Unstable soils may exist within the Kent School District. Specific sod limitations on individual project sites will be identified at the time of environmental review. e. Describe the purpose, type, and approximate quantities of any filling or grading proposed Indicate source of fill. Individual projects included in the Capital Facilities Plan will be subject to project- specific environmental review and local approval at the time of proposal. Proposed grading projects, as well as the purpose, type, quantity, and source of fill materials will be identified as appropriate to each project. f. Could erosion occur as a result of clearing, construction, or use? If so, generally describe. It is possible that erosion could occur as a result of construction projects currently proposed in the Capital Facilities Plan. Individual projects and their erosion impacts will be evaluated on a site-specific basis. Individual projects will be subject to environmental review and local approval on the time of proposal. g About what percent of the site will be covered with impervious surfaces after project construction (for example, asphalt or buildings?) Percentage of impervious cover will vary with each capital facilities project and will be addressed during project-specific environmental review 4 r h. Proposed measures to reduce or control erosion, or other impacts to the earth, if any: Erosion potential on individual project sites will be addressed during project-specific environmental review. Relevant erosion reduction and control requirements will be met. 2. Air ra. What types of emissions to the air would result from the proposal (i.e., dust, automobile, odors, industrial wood smoke) during construction and when the project is completed? If any, generally describe and give approximate quantities if known Various emissions, many construction-related, may result from individual projects. ' Air-quality impacts will be evaluated during project-specific environmental review. Please see the Supplemental Sheet for Nonproject Actions. b. Are there any off-site sources of emissions or odor that may affect your proposal? If so, generally describe. Off-site sources and necessary mitigation will be addressed during project-specific environmental review. c. Proposed measures to reduce or control emissions or other impacts to air, if any: Plans for individual projects included in the Capital Facilities Plan have been or will be subject to environmental review and relevant local approval processes, including obtaining of any necessary air quality permits, at the time individual projects are formally proposed. Please see the Supplemental Sheet for Nonproject Actions. 3. Water a. Surface: ' 1) Is there any surface water body on or in the immediate vicinity of the site (including year-round and seasonal streams, saltwater, lakes, ponds, wetlands)? If yes, describe type and provide names If appropriate, state what stream or river it flows into. There is a network of surface water bodies within the Kent School District. The surface water regimes and flow patterns have been or will be researched and incorporated in the design of each individual project. 2) Will the project require any work over, in, or adjacent to (within 200 feet) the described waters If yes, please describe and attach available plans. Some projects may require work near these described waters Individual projects in the Capital Facilities Plan will be subject to environmental review and local approval requirements at the time the project is formally proposed. r i 5 3) Estimate the amount of fill and dredge material that would be placed in or removed from surface water or wetlands and indicate the area of the site that would be affected. Indicate the source of fill material. Information with respect to placement or removal of fill or dredge material will be addressed at the time of project-specific environmental review Applicable local regulations have been or will be satisfied. 4) Will the proposal require surface water withdrawals or diversions? Give general description, purpose, and approximate quantities if known Any surface water withdrawals or diversions have been or will be addressed during project-specific environmental review. 5) Does the proposal lie within a 1 00-year floodplain? If so, note location on the site plan. Each capital facilities project, if located in a floodplain area, will be required to meet applicable local regulations for flood areas. 6) Does the proposal involve any discharges of waste materials to surface waters? If so, describe the type of waste and anticipated volume of discharge. Specific information regarding discharges of waste materials, if any, will be addressed during project-specific environmental review. Please see the Supplemental Sheet for Nonproject Actions. b. Ground: 1) Will ground water be withdrawn, or will water be discharged to ground water? Give general description, purpose, and approximate quantities if known. Individual projects included in the Capital Facilities Plan may impact ground water resources. Each project will be evaluated during project-specific environmental review. Applicable local regulations have been or will be satisfied. Please see the Supplemental Sheet for Nonproject Actions. 2) Describe waste material that will be discharged into the ground from septic tanks or other sources, if any (for example. Domestic sewage; industrial, containing the following chemicals .; agricultural, etc.) Describe the general size of the system, the number of such systems, the number of houses to be served (if applicable), or the number of animals or humans the system(s) are expected to serve. Impacts of discharged waste material, if any, have been or will be addressed during site-specific, project-level environmental review 6 c. Water Runoff(including storm water): 1) Describe the source of runoff(including storm water) and method of collection and disposal, if any (include quantities, if known). Where will this water flow?Will this water flow into other waters? If so, describe. Individual projects included in the Capital Facilities Plan may have varying storm water runoff consequences Each project will be subject to environmental review ' and applicable local regulations. 2) Could waste materials enter ground or surface waters? If so, generally describe Individual projects included in the Capital Facilities Plan will have varying environmental impacts and will be subject to appropriate review and local regulations prior to construction Information regarding waste materials will be presented at the time of such review. Please see the Supplemental Sheet for Nonproject Actions. d. Proposed measures to reduce or control surface, ground, and runoff water impacts, if any: Specific measures to reduce or control runoff impacts have been or will be developed on a project-specific basis in cooperation with the appropriate jurisdiction. 4. Plants: a. Check or circle types of vegetation found on the site: deciduous tree: alder, maple, aspen, other evergreen tree: fir, cedar, pine, other _ shrubs grass T pasture — crop or grain wet soil plants: cattail, buttercup, bulrush, skunk cabbage, other water plants: water lily, eelgrass, milfoil, other other types of vegetation There are various vegetative zones within the Kent School District. An inventory of species has been or will be produced as part of project-specific environmental review. b. What kind and amount of vegetation will be removed or altered? Impacts on vegetation will be determined at the time of project-specific environmental review at the time the project is formally proposed Please see the Supplemental ISheet for Nonproject Actions 7 c. List threatened or endangered species known to be on or near the site. Specific impacts to these species from individual projects has been or will be determined at the time of project proposal and will be addressed during site-specific, project-level environmental review. d. Proposed landscaping, use of native plants, or other measures to preserve or enhance vegetation on the site, if any: Individual projects included in the Capital Facilities Plan will be subject to environmental review and local approval at the time of project proposal. 5. Animals: ' a Circle any birds and animals which have been observed on or near the site or ' are known to be on or near the site: birds: hawk, heron, eagle, songbirds, other mammals: deer, bear, elk, beaver, other: fish. bass, salmon, trout, herring, shellfish, other: An inventory of species observed on or near sites has been or will be developed during project-specific environmental review. b. List any threatened or endangered species known to be on or near the site. Specific impacts to these species from individual projects will be determined at the time of project proposal and will be reviewed in cooperation with the affected jurisdictions. c Is the site part of a migration route? If so, explain. Impacts on migration routes, if any, will be addressed during site-specific, project- level environmental review. d. Proposed measures to preserve or enhance wildlife, if any: Appropriate measures to preserve or enhance wildlife have been or will be determined at the time of site-specific, project-level environmental review. 8 6. Energy and Natural Resources: a. What kinds of energy (electric, natural gas, oil, wood stove, solar)will be used to meet the completed project's energy needs? Describe whether it will be used for 1 heating, manufacturing, etc. The State Board of Education requires a life-cycle cost analysis of all heating, lighting, and insulating systems prior to allowing specific projects to proceed. Energy ' needs will be decided at the time of specific engineering and site design planning. Please see the Supplemental Sheet for Nonproject Actions. b. Would your project affect the potential use of solar energy by adjacent properties? If so, generally describe ' Individual projects of this Capital Facilities Plan will be evaluated as to their impact on the solar potential of adjacent projects during environmental review. c. What kinds of energy conservation features are included in the plans of this proposal? List other proposed measures to reduce or control energy impacts, if any: Energy conservation measures will be considered at the project-specific design phase and environmental review. 7. Environmental Health: a. Are there any environmental health hazards, including exposure to toxic chemicals, risk of fire and explosion, spill, or hazardous waste, that could occur as a result of this proposal? If so, describe. Please see the Supplemental Sheet for Nonproject Actions. 1) Describe special emergency services that might be required. Please see the Supplemental Sheet for Nonproject Actions. 2) Proposed measures to reduce or control environmental health hazards, if any: Proposed projects will comply with all current codes, standards, and rules and regulations Individual projects have been or will be subject to environmental review and local approval at the time of formal submittal. rb. Noise: I 1) What types of noise exist in the area which may affect your project (for example: traffic, equipment, operation, other)? A variety of noises exist within the Kent School District. Specific noise sources 1 have been or will be identified during project-specific environmental review. 9 2) What types and levels of noise would be created by or associated with the project on a short-term or a long-term basis (for example- traffic, construction, operation, other)? Indicate what hours noise would come from the site. Normal construction noises would exist on a short-term basis during school construction There could be an increase in traffic or operations-related noise which would be addressed during project specific environmental review. Please see the Supplemental Sheet for Nonproject Actions. ' 3) Proposed measures to reduce or control noise impacts, if any: Project noise impacts have been or will be evaluated and mitigated during the t project-specific environmental review. Each project is or will be subject to applicable local regulations. 8. Land and Shoreline Use: a. What is the current use of the site and adjacent properties? There are a variety of land uses within the Kent School District, including residential, commercial, industrial, institutional, utility, agricultural, forestry, open space, recreational, etc. b. Has the site been used for agriculture? If so, describe. This question will be addressed during site-specific, project-level environmental review. c. Describe any structures on the site Structures located on proposed sites have been or will be identified and described during project-specific environmental review when appropriate d. Will any structures be demolished? If so, what? Structures to be demolished, if any, will be identified as part of the project-specific environmental review process. e. What is the current zoning classification of the site? There are a variety of zoning classifications within the Kent School District. Site specific zoning information has been or will be identified during project-specific environmental review f What is the current comprehensive plan designation of the site? An inventory of comprehensive plan designations has been or will be completed during project-specific environmental review. 10 g. If applicable, what is the current shoreline master program designation of the site? Any shoreline master program designations have been or will be identified during project-specific environmental review ' h. Has any part of the site been classified as an "environmentally sensitive" area? If so, specify Environmentally sensitive areas, if any, will be identified during project-specific environmental review. tL Approximately how many people would reside or work in the completed project? This information has been or will be provided at the time of project-specific environmental review. j. Approximately how many people would the completed project displace? It is not anticipated that proposed projects will displace any people. Displacement of people, if any, will be evaluated during project-specific environmental review. k. Proposed measures to avoid or reduce displacement impacts, if any: Individual projects included in the Capital Facilities Plan will be subject to project- specific environmental review and local approval at the time the project is formally proposed. I. Proposed measures to ensure the proposal is compatible with existing and projected land uses and plans, if any: ' Compatibility of the proposal and specific projects with existing uses and plans have been or will be assessed as part of the comprehensive planning process and during Iproject-specific environmental review. 9. Housing: a. Approximately how many units would be provided, if any? Indicate whether high, middle, or low-income housing. No housing units would be provided. b. Approximately how many units, if any, would be eliminated? Indicate whether high, middle, or low-income housing. jAny impact of project proposals on existing housing have been or would be evaluated during project-specific environmental review procedures. 11 c. Proposed measures to reduce or control housing impacts, if any: Measures to reduce or control any housing impacts have been or will be addressed during site-specific, project-level environmental review. 10. Aesthetics: a. What is the tallest height of any proposed structure(s), not including antennas; what is the principal exterior building material(s) proposed? Aesthetic impacts have been or will be determined at the time of site-specific, project- level environmental review. b. What views in the immediate vicinity would be altered or obstructed? Aesthetic impacts have been or will be determined at the time of site-specific, project- level environmental review. c. Proposed measures to reduce or control aesthetic impacts, if any: Appropriate measures to reduce or control aesthetic impacts have been or will determined at the time of project-specific environmental review 11. Light and Glare: a. What type of light or glare will the proposal produce? What time of day would it mainly occur? Light or glare impacts have been or will be determined at the time of project-specific environmental review. b. Could light or glare from the finished project be a safety hazard or interfere with views? Light or glare impacts have been or will be determined at the time of project-specific environmental review. c. What existing off-site sources of light or glare may affect your proposal? Off-site sources of light or glare have been or will be evaluated at the time of project specific environmental review. d. Proposed measures to reduce or control light and glare impacts, if any: Mitigation of light and glare impacts has been or will be addressed during project- specific environmental review. 12 12. Recreation: a. What designated and informal recreational opportunities are in the immediate vicinity? There are a variety of formal and informal recreational facilities within the Kent School District. ' b. Would the proposed project displace any existing recreational uses? If so, describe. Recreational impacts have been or will be addressed during project specific environmental review. Projects in the Capital Facilities Plan may enhance recreational opportunities and uses. c. Proposed measures to reduce or control impacts on recreation, including recreation opportunities to be provided by the project or applicant, if any: Any adverse effects on recreation stemming from individual project proposals have been or will be subject to mitigation during the environmental review procedure. A school site usually provides recreational facilities to the community in the form of additional play fields and gymnasiums. I13. Historic and Cultural Preservation: a. Are there any places or objects listed on, or proposed for, national, state, or local preservation registers known to be on or next to the site? If so, generally describe. The existence of historic and cultural resources will be determined at the time of project-specific environmental review. b. Generally describe any landmarks or evidence of historic, archaeological, scientific, or cultural importance known to be on or next to the site. An inventory of historical sites has been or will be conducted as part of project specific environmental review. c. Proposed measures to reduce or control impacts, if any. rAppropriate measures have been or will be proposed on a project-specific basis. 14. Transportation: a. Identify public streets and highways serving the site, and describe proposed access to the existing street system Show on site plans, if any Impact on public streets and highways has been or will be assessed during project- specific environmental review. 13 b. Is site currently served by public transit? If not, what is the approximate distance to the nearest transit stop? The relationship between specific projects and public transit has been or will be assessed during project-specific environmental review. c. How many parking spaces would the completed project have? How many would the project eliminate? An inventory of parking spaces and the impacts of specific projects on parking ' spaces has been or will be conducted during project-specific environmental review. d. Will the proposal require any new roads or streets, or improvements to existing , roads or streets, not including driveways? If so, generally describe (indicate whether public or private). , The development of new schools may require new access roads or streets. This issue will be fully addressed during project-specific environmental review. e. Will the project use (or occur in the immediate vicinity of)water, rail, or air transportation? If so, generally describe. Use of water, rail or air transportation has been or will be addressed during site- specific, project-level environmental review. f. How many vehicular trips per day would be generated by the completed project? t If known, indicate when peak volumes would occur. Each project proposal has been or will be separately evaluated as to traffic impacts. g. Proposed measures to reduce or control transportation impacts, if any: Mitigation of impacts on transportation has been or will be addressed during project- specific environmental review. 15. Public Services: a. Would the project result in an increased need for public services (for example- fire protection, police protection, health care, schools, other)? If so, generally describe I The District does not anticipate that the projects identified in the Capital Facilities Plan will substantially increase the need for other public services. Impacts have been or will be evaluated on a project-specific basis b. Proposed measures to reduce or control direct impacts on public services, if any. Schools are built with automatic security systems, fire alarms, smoke alarms, heat sensors and sprinkler systems. 14 16. Utilities: a. Circle utilities currently available at the site: electricity, natural gas, water, refuse service, telephone, sanitary sewer, septic system, other. Utilities available at project sites have been or will be identified during project specific environmental review b Describe the utilities that are proposed for the project, the utility providing the service, and the general construction activities on the site or in the immediate vicinity which might be needed. Utility revisions and construction needs will be identified during project-specific ' environmental review. C. SIGNATURE The above answers are true and complete to the best of my knowledge I understand that the lead agency is relying on them to make its decision. 7>1 Signature: 'V Fred Hig Assistant Supen tend t for Business Services Date Submitted: May 6, 2005 i t i ' is D. SUPPLEMENTAL SHEET FOR NONPROJECT ACTIONS (do not use this sheet for project actions) f Because these questions are very general, it may be helpful to read them in conjunction with the list of the elements of the environment When answering these questions, be aware of the extent the proposal, or the types of activities likely to result from the proposal, would affect the item at a greater intensity or at a faster rate than if the proposal were not implemented. Respond briefly and in general terms. 1. How would the proposal be likely to increase discharge to water; emissions to air; ' production, storage, or release of toxic or hazardous substances; or production of noise? To the extent this Plan makes it more likely that school facilities will be constructed, and/or renovated or remodeled, some of these environmental impacts will be more likely. Additional impermeable surfaces, such as roofs, parking lots, sidewalks, access roads and playgrounds will increase storm water runoff, which could enter surface or ground water. Emissions to air could result from heating systems, emergency generators and other equipment, and from additional car and bus trips to and from the school for students and faculty Any emissions resulting from this Plan should not require the production, storage, or release of toxic or hazardous substances, with the possible exception of storage of diesel fuel or gasoline for emergency generating equipment Noise may result from additional traffic and from concentrating several hundred children at a new facility, especially before and after school and during recesses. To the extent this proposal allows additional residential development to occur, these , impacts would also increase somewhat, but it is not possible to quantify those impacts at this time. The impacts would depend on the type, location and distribution of housing, for example, whether single or multiple family and the location of the school. Proposed measures to avoid or reduce such increases are: Facilities implementing the Plan have been or will be evaluated at the project specific level and impacts will be mitigated accordingly. Storm water detention and runoff will meet applicable County and/or City requirements and, depending on the date of actual construction, may be subject to a National Pollutant Discharge Elimination System ("NPDES") permitting requirements. Discharges to air will be minimal, and will meet any applicable requirements of the Puget Sound Air Pollution Control Authority. Fuel oil will be stored according to local and state requirements. i 16 ' 2. How would the proposal be likely to affect plants, animals, fish, or marine life? 1 The Plan itself will have no impact on these elements of the environment. Depending on the particular site, construction of facilities may require clearing sites of plants and loss of animal habitat. To the extent residential development is allowed, additional area may be cleared and eliminated as habitat for animals. There are not likely to be any impacts on fish or marine life, although some water quality degradation in streams and rivers could occur due to increased residential development. These ' impacts have been or will be addressed in more detail during project-specific environmental review when appropriate. Proposed measures to protect or conserve plants, animals, fish, or marine life are: Individual projects will be evaluated and mitigated appropriately on a project-specific basis, but specific mitigation proposals cannot be identified at this time. 3. How would the proposal be likely to deplete energy or natural resources? Any actual projects resulting from this Plan would consume heating fuel and electrical energy. Increased traffic resulting from the construction of additional facilities would consume petroleum based fuels. Reduced traffic resulting from construction of another neighborhhood school may also reduce amounts of fuel consumed, but it is not possible to quantify such reduction in consumption at this time. These impacts have been or will be addressed in more detail during project-specific environmental review when appropriate Proposed measures to protect or conserve energy and natural resources are: Facilities would be constructed in accordance with applicable energy efficiency standards. 4. How would the proposal be likely to use or affect environmentally sensitive areas or areas designated (or eligible or under study) for governmental protection; such as parks, wilderness, wild and scenic rivers, threatened or endangered species habitat, historic or cultural sites, wetlands, floodplains, or prime farmlands? The Plan and facilities constructed pursuant to the Plan should have no impact on these resources. It is not possible to predict whether other development made possible by this Plan would affect sensitive areas Proposed measures to protect such resources or to avoid or reduce impacts are: No specific measures are being proposed at this time. Appropriate measures have ' been or will be proposed during project-specific review. Annual updates of this Plan will be coordinated with King County, Cities of Kent, Covington, Auburn, SeaTac, Renton and Black Diamond as part of the Growth Management Act process, one of the purposes of which is to protect environmentally sensitive areas To the extent the School District's facilities planning process is part of the overall growth management planning process, these resources are more likely to be protected. 17 r 5. How would the proposal be likely to affect land and shoreline use, including whether it r would allow or encourage land or shoreline uses incompatible with existing plans? The Plan will not have any impact on land or shoreline use that is incompatible with existing comprehensive plans, land use codes, or shoreline management plans. Proposed measures to avoid or reduce shoreline and land use impacts are: None are proposed at this time. Actual facilities constructed to implement the Plan will be sited and constructed to avoid or reduce land use impacts. 6. How would the proposal be likely to increase demands on transportation or public services and utilities? This proposal should not create substantial new demands for transportation The projects included in the Capital Facilities Plan may create an increase in traffic near new District facilities but also reduce traffic by creating the opportunity for more students to walk to a closer school. The construction of the facilities included in the Capital Facilities Plan may result in minor increases in the demand for public services and utilities, such as fire and police protection, and water, sewer, and electric utilities. None of these impacts are likely to be significant. The impacts on transportation and public services and utilities of the projects included in the Capital Facilities Plan will be addressed dunng project-level review when appropriate. Proposed measures to reduce or respond to such demand(s) are: No measures to reduce or respond to such demands are proposed at this time. 7. Identify, if possible, whether the proposal may conflict with local, state, or federal r laws or requirements for the protection of the environment. The Kent School District Capital Facilities Plan will not conflict with any laws or , requirements for the protection of the environment. 1 1 1 1 r 18 ' 31405 18th Ave So. • Federal Way Federal Way,WA Public Schools 98003-5433 ' • ,aEvery Student,a Reader Tel 253 945 2000 w fwsd.wedneLedu ILI a. a�\aG S P May 25, 2005 Charlene Anderson City of Kent 220 South 4th Avenue Kent WA 98032 Dear Charlene, Enclosed is a copy of the Federal Way School District 2006 Capital Facilities Plan. The Federal Way School District Board of Education adopted this plan on May 24, 2005. I have also enclosed the report of Impact Fee collections and expenditures for calendar ' year 2004. Please let me know if you have any questions about the changes in the CFP for Federal Way Schools My direct line is (253)945-2071 or email at gwalkel @fw,d wednet ecru Thanks for your help preparing this plan. Sincerely, 4enWalker Enrollment and Demographic Analyst � & � k > � � a W 0 ( J § f b � ] e 4 ( � § 7 kIx TOCO 0. L k \ / LLu8/ K 3aGkS » RR � §§ § a/ LL TO: S - m\ \ aSnWC-4 \\ / k \ \ _ § \\ kfk] )aee )f, � k � 0 A \ \ > $ § � $ / a2 T c P ID ) _ \ � ) 3 4 g G q Iqm 2 } a 2 § e 2ID 2 - - - \ \ / co 00, a � ) \ 0 \ \ � � ^ � g / ) 2 � ~ / J \o E ) \ ) 3 § § } a ƒ § } 7a33A ) - \ } } § 9 2 � 22 \ 2 " 4 < 0) ) ) § ) wm _ I PublicFederal Way / / 2006 Capital Facilities Plan Buildingfor the Future a� - FEDERAL WAY PUBLIC SCHOOLS 2006 CAPITAL FACILITIES PLAN FEDERAL WAY PUBLIC SCHOOLS 2006 CAPITAL FACILITIES PLAN BOARD OF EDUCATION ' Ed Barney Evelyn Castellar Charles Hoff Thomas Madden Bob Millen SUPERINTENDENT Thomas R. Murphy I tl FEDERAL WAY PUBLIC SCHOOLS 2006 CAPITAL FACILITIES PLAN TABLE OF CONTENTS ' TABLE OF CONTENTS ii INTRODUCTION iii-v SECTION 1 THE CAPITAL FACILITIES PLAN ' Introduction 1 Inventory of Educational Facilities 2 Inventory of Non-Instructional Facilities 3 Needs Forecast- Existing Facilities 4 Needs Forecast - New Facilities 5 ' Six Year Finance Plan 6 SECTION 2 MAPS OF DISTRICT BOUNDARIES Introduction 7 Map -Elementary Boundaries 8 ' Map - Middle school Boundaries 9 Map - Senior High Boundaries 10 SECTION 3 SUPPORT DOCUMENTATION Introduction 11 Building Capacities 12-13 Portable Locations 14-15 Student Forecast 16-18 Capacity Summaries 19-23 King County Impact Fee Calculations 24-26 SECTION 4 SUMMARY OF CHANGES FROM THE 2005 PLAN 27-30 ' ii FEDERAL WAY PUBLIC SCHOOLS 2006 CAPITAL FACILITIES PLAN INTRODUCTION In response to the requirements of the State of Washington Growth Management Act (SHB 2929 (1990) and ESHB 1025 (1991)), and under the School Impact Fee Ordinances ' of King County Code 21A, City of Federal Way Ordinance No. 95-249 effective December 21, 1995 as amended, and the City of Kent Ordinance No 3260 effective March 1996, Federal Way Public Schools has updated its 2005 Capital Facilities Plan as ' of May 2005. ' This Plan is scheduled for adoption by King County, the City of Kent and the City of Federal Way and is incorporated in the Comprehensive Plans of each jurisdiction by reference. This plan is also included in the Facilities Plan element of the Comprehensive Plans of each jurisdiction. To date, the City of Des Moines has not adopted a school impact fee ordinance. ' The Growth Management Act requires the County to designate Urban Growth areas within which urban growth can be encouraged. The Growth Management Planning Council adopted and recommended to the King County Council four Urban Growth Area Line ' Maps with designations for urban centers. A designation was made within the Federal Way planning area, which encompasses Federal Way Public Schools boundaries. King County will encourage and actively support the development of Urban Centers to meet the ' region's need for housing, jobs, services, culture and recreation. This Plan's estimated population growth is prepared with this underlying assumption. 1 This Capital Facilities Plan will be used as documentation for any jurisdiction, which requires its use to meet the needs of the Growth Management Act. This plan is not intended to be the sole planning tool for all of the District needs. The District may prepare interim plans consistent with Board policies. Federal Way citizens approved a bond proposal of$83 million in September 1999. This ' bond provided for Todd Beamer High School ($44 million); Sequoyah Middle School ($17 million); expansion and improvement of existing schools ($9 million), replacement of Truman High School ($6 rmllton) and other general improvements ($7 rrnlhon). Other planned and completed improvements included in the bond proposal were parking and pedestrian safety, playgrounds and sports fields, new classroom start-up and music equipment, information systems and networks and emergency communications. A Middle School Transition Team began meeting in May 2001 to develop recommendations for the middle school programs These recommendations were adopted ' by the Board of Education on March 25, 2002 The adopted recommendations include block instruction with 2 teacher teams meeting with about 60 students daily for students in the 6`s and 7`h grade Eighth grade teachers will see 90 students each day This structure lengthens contact time for students with fewer adults and is believed to develop stronger relationships Fewer transitions for students will provide continuity to the day and promote a calmer campus The 2006 Capital Facilities Plan reflects a reduced capacity to taccommodate the middle school block instruction. iii FEDERAL WAY PUBLIC SCHOOLS 2006 CAPITAL FACILITIES PLAN INTRODUCTION (continued) ' As smaller class sizes roll forward into the secondary levels, we anticipate a slight decline ' at middle school between 2006 and 2011. This does not diminish the need to open Sequoyah Middle School in the 2005/06 school year With the opening of Sequoyah Middle School the average enrollment at all middle schools will be between 700 and 800 , students. Another initiative that will impact capacity at the secondary schools is the Puget Sound Early College. Highlme Community College is offering this program to 111h and 121' grade students at the Federal Way campus. The program allows promising 11t' and 12d, grade students the opportunity to complete their high school diploma and the Associate of , Arts college degree in their final two years of high school The district has a cooperative agreement with Head Start for facility use to serve income ' eligible Pre-Kindergarten students. A new Headstart facility on the Harry Truman High School campus opened in January 2005. This facility centralizes Headstart services in the Federal Way community. Headstart was housed at three of the elementary schools in the , Federal Way District. Currently the only decentralized program is in a portable facility at Sherwood Forest Elementary. The District intends to expand the ECEAP Pre- Kindergarten program. ' The Distnct is considenng offering a Kindergarten through 8`h grade instructional configuration. This program could be offered at an existing site, with appropriate facility changes. Other options for opening this program are new construction or purchase and remodel of an existing building. ' As the projects from the 1999 bond are finalized, the District is presenting a 20-year plan for the renovation and construction of Federal Way Schools and support buildings. If ' approved the $245 million bond to be run in 2006 would replace four elementary schools, Lakeland, Panther Lake, Sunnycrest and Valhalla and one middle school Lakota. Federal Way High School would be replaced and capacity increased by approximately 800 students Federal Way High School was built in 1938. It has been added onto at least 10 times and currently has an almost maze-like layout The cost to rebuild is $81 million. The reconstruction would increase the capacity of the high school by 800 students, or by ' about 33%. Part of this cost is included in the Capital Facilities Plan impact fee calculation. The non-instructional projects included in the 20- year plan will consolidate support services operations at a single location. The current Transportation and , Maintenance facility cannot continue to meet the District needs in the future Nutntion services and other administrative functions will also relocate to this centralized location The proposed bond package includes shared instructional and community facilities The ' current stadium would be moved to align with the City of Federal Way Celebration Park sports fields and future Community Center A performance auditorium is planned for a ' corner of the Federal Way High School campus This is a facility that would serve the District schools as well as the community. An environmental instruction and retreat center is proposed for property adjoining Sequoyah Middle School , iv FEDERAL WAY PUBLIC SCHOOLS 2006 CAPITAL FACILITIES PLAN SECTION 1 -THE CAPITAL FACILITIES PLAN The State Growth Management Act requires that several pieces of information be gathered to ' determine the facilities available and needed to meet the needs of a growing community. This section provides information about current facilities, existing facility needs, and expected ' future facility requirements for Federal Way Public Schools. A Financial Plan which shows expected funding for any new construction, portables and modernization listed follows this. 1 ' 1 FEDERAL WAY PUBLIC SCHOOLS 2006 CAPITAL FACILITIES PLAN INVENTORY OF EDUCATIONAL FACILITIES , ELEMENTARY SCHOOLS ' Adelaide 1635 SW 304th Street Federal Way 98023 Brtgadoon 3601 SW 336th Street Federal Way 98023 Camelot 4041 S 298th Street Auburn 98001 Enterprise 35101 5th Avenue SW Federal Way 98023 Green Gables 32607 47th Avenue SW Federal Way 98023 Lake Dolloff 4200 S 308th Street Auburn 98001 ' Lake Grove 303 SW 308th Street Federal Way 98023 Lakeland 35675 32nd Avenue S Auburn 98001 Mark Twain 2450 S Star Lake Road Federal Way 98003 ' Meredith Hill 5830 S 300th Street Auburn 98001 Mirror Lake 625 S 314th Street Federal Way 98003 Nautilus 1000 S 289th Street Federal Way 98003 ' Olympic View 2626 SW 327th Street Federal Way 98023 Panther Lake 34424 1st Avenue S Federal Way 98003 Rainier View 3015 S 368th Street Federal Way 98003 , Sherwood Forest 34600 12th Avenue SW Federal Way 98023 Silver Lake 1310 SW 325th Place Federal Way 98023 , Star Lake 4014 S 270th Street Kent 98032 Sunnycrest 24629 42nd Avenue S Kent 98032 Twin Lakes 4400 SW 320th Street Federal Way 98023 ' Valhalla 27847 42nd Avenue S Auburn 98001 Wildwood 2405 S 300th Street Federal Way 98003 Woodmont 26454 16th Avenue S. Des Moines 98198 ' MIDDLE SCHOOLS Federal Way Public Academy 34620 9"' Avenue S Federal Way 98003 Illahee 36001 1st Avenue S Federal Way 98003 ' Kilo 4400 S 308th Street Auburn 98001 Lakota 1415 SW 314th Street Federal Way 98023 Sacajawea 1101 S Dash Point Road Federal Way 98003 , Saghalie 33914 19th Avenue SW Federal Way 98023 Sequoyah 3450 S 360' ST Auburn 98001 Totem 26630 40' Ave S Kent 98032 ' SENIOR HIGH SCHOOLS Decatur 2800 SW 320th Street Federal Way 98023 Federal Way 30611 16th Avenue S Federal Way 98003 ' Thomas Jefferson 4248 S 288th Street Auburn 98001 Todd Beamer 35999 16th Ave S Federal Way 98003 Harry S Truman 31455 28th Ave S Federal Way 98003 ' ALTERNATIVE SCHOOLS Merit School 36001 1"Ave S Federal Way 98003 , LEASED SPACES Internet Academy 32020 1st Ave S Federal Way 98003 ' 2 FEDERAL WAY PUBLIC SCHOOLS 2006 CAPITAL FACILITIES PLAN 1 CURRENT INVENTORY NON-INSTRUCTIONAL FACILITIES Developed Property Adnumstrative Building 31405 18th Avenue S Federal Way 98003 ' MOT Site 1066 S 320th Street Federal Way 98003 Central Kitchen 1344 S 308th Street Federal Way 98003 Federal Way Memorial Field 1300 S 308th Street Federal Way 98003 ' Leased Space ' Community Resource Center 1813 S Commons Federal Way 98003 ECEAP Offices 30819 14`h Ave S Federal Way 98003 ' Undeveloped Property Site# Location 75 SW 360th Street & 3rd Avenue SW—9.2 Acres 65 S 351st Street & 52nd Avenue S — 8.8 Acres 60 E of loth Avenue SW - SW 334th & SW 335th Streets - 10.04 Acres ' 73 N of SW 320`s and east of 45d' PL SW— 23.45 Acres 71 S 344th Street &46th Avenue S - 17.47 Acres 82 1S1 Way S and S 342nd St—Minimal acreage ' 74 3737 S 360d' St - 47.13 Acres (Part of this site is being used for Sequoyah Middle School) 96 S 308`h St and 14d'Ave S — .36 Acres 81 S 332°d St and Wh Ave S — 20 Acres ' Notes: ' Not all undeveloped properties are large enough to meet school construction requirements. Properties may be traded or sold depending on what locations are needed to house students in the District. 1 ' 3 FEDERAL WAY PUBLIC SCHOOLS 2006 CAPITAL FACILITIES PLAN NEEDS FORECAST -EXISTING FACILITIES EXISTING FACILITY FUTURE NEEDS ANTICIPATED SOURCE OF , FUNDS Purchase and Relocate Interim Capacity Anticipated source of funds is ' Portables Impact Fees. Elementary Schools: Replace Existing Building Future Bond Sales Lakeland, Panther Lake, ' Sunn crest and Valhalla Lakota Middle School Replace Existing Building Future Bond Sales Federal Way High School Replace Existing Building, Future Bond Sales ' Increase Capacit Todd Beamer High School Library conversion to increase Impact Fees classroom capacity , The District is also planning the replacement of some non-instructional facilities. The District has purchased 20 acres for construction of consolidated facilities for support services functions. Transportation, Nutrition Services, Maintenance and other non-instructional functions will be ' housed at this centralized location. As part of the 20-year plan, the District intends to increase capacity for high school students ' include expansion at the Decatur High School site These plans supplant the need for construction of a fifth comprehensive high school. 4 , FEDERAL WAY PUBLIC SCHOOLS 2006 CAPITAL FACILITIES PLAN NEEDS FORECAST - NEW FACILITIES NEW FACILITY LOCATION ANTICIPATED SOURCE OF FUNDS Sequoyah Middle School Site 74 Anticipated source of funds are current bond issues and state match 5 $ :5 rN, ' 4& E H CD 00 eA m o0 00 fir- W t�l C b 6q C ti Nr N kr I I.Z 00 3 N �o cfl w F o H H of e9 » `" .�', H Vi K N H N � $ s g N ti u fA N O 8 8 79 w w O w F y N 3 W CC UOJ N bh9 N g S (b� d O O n 7CC u O jy N Q h h Vl V1 O v � N Vf 69 69 69 � H N 8 U e N = 14 $ b Ag < H 9 O Q G N N � K C o .25 O C y Gq N H H T C 6 L Ln N ice. U H 31 Qp d > VI } 1 FEDERAL WAY PUBLIC SCHOOLS 2006 CAPITAL FACILITIES PLAN SECTION 2 - MAPS OF DISTRICT BOUNDARIES Federal Way Public Schools (the District) has twenty-three elementary schools (grades K-5), seven middle school schools (grades 6-8), five senior high schools (grades 09-12) and one school serving students in grades 6 -10 for the 2005/06 school year. The Internet Academy serves grades K-12. In January 2005 the Board of Education adopted new secondary boundaries beginning with 2005/06 school year. The following maps show the service area boundaries for each school, by school type. (Harry S. Truman High School, Merit School, Internet Academy and Federal Way Public Academy serve students from throughout the District). The identified boundaries are reviewed annually. Any change in grade configuration or adoption of programs that affect school populations may necessitate a change in school service areas. The Growth Management Act requires that a jurisdiction evaluate if the public facility infrastructure is in place to handle new housing developments. In the case of most public facilities, new development has its major impact on the facilities immediately adjacent to that development. School Districts are different. If the District does not have permanent facilities available, interim measures must be taken until new facilities can be built or until boundaries can be adjusted to match the population changes to the surrounding facilities. Adjusting boundaries requires careful consideration by the District and is not taken lightly. It is recognized that there is a potential impact on students who are required to change schools. Boundary adjustments impact the whole district, not just one school. It is important to realize that a single housing development does not require the construction of a complete school facility. School districts are required to project growth throughout the district and build or adjust boundaries based on growth throughout the district, not Just around a single development. t 7 Federal Way Public Schools 11 ILEAMENTARY SCHOOLS UNGOLE SCHOOLS km , a fit * ' 7 LEAD Gronfe D4 36 Federal Way public Academy E4 dF� �e 1 I Lowland 10 Meredith Hill H-5 SENIOR HIGH SCHOOLS 11 Minor Lake E4 , �� . ' , /IT 81hrer Lake D-T U1r �. � �. n t Pie i •fir n Parks IN PR r. 3 fB. • 1 �5 � � E ��F��EFI .•CrE'P.�• `'.©- Am 1911 r�� fie VY �T7 '•„^�' ;ems 11 � 14 . S* �►��� • �`.��E��':",�j his © (�' ^ .:.sue �•� .�.� �`� �. �• • ' F /\ ` . oil; 'fa `•; � EMU I.,L w L e_. ff61 u Federal Way Public Schools 11 JJ dlllIllahee mlil L '• • Ioll NSacajawea Saghalie �s., 1 n�r� FV"w L4.1 �.�c.!�•.� � !1 � ✓" r{•+.Yi�t�v'r� 1'7 �f 7777"pit' ., Totem4In-.J.: All- 7th Middle School x21 tvf- 1.6 Stl 11 _ I /�571iM.��yy11r47y� 0 S� � y n[�,cl a }I r! r � {� IiY r,A"E�t�fe satifiirF'W '"sr t�1'; uhp[i�i'r Li.`iit,lt:�W��C� k :�-a' J' .ie.`•.i��•`„ �I fi...— t i°f1F'�",e+<sl '!!M'>:f`k�'r(�l i 1 3a F.��spF `tea � � IT,k."k'+a!?" 'S 2FllflC �Cu� r f a .k s yyek�;Fil 9 u 3 _� i c r� . ;'a"'; rf� p Ira may, +�. i.� :fee p....• [y�,, �r.t�c.�r ELIIS674 y 'EI' js�CM1` �"t'47i r7l �'s 4 ��" Jv . AG��nr'ks ti h} n��iF � Im itrG ,•fi�g.. , �.�.. wd � A` � ai r NA ;'���� W° I �:� ,r :•�- ' III j ICU f ..� ■1 � � Ey3�g11 y � - . • • Schoolsa ��. �� A L. Tr •°E, ELMEKTARY SCHOOLS MIDDLE SCHOOLS 10 No"" Nil 144 SMOR HIGH SCHOOLS trr- ;�I v Rg .. ".. 811 t .tp � `��C r r. E:7 r 'i��?,1F£j. �,0 ��' � rT �iF:;�►, Em so! , 0 w , I WWI ve OR mg Lgt Parke r k: �'���� �tr � erg. ►/�� R Sr�. 0 Q, l i YGf� FEDERAL WAY PUBLIC SCHOOLS 2006 CAPITAL FACILITIES PLAN SECTION 3 - SUPPORT DOCUMENTATION Building Capacities -The Education Program Portable Locations Student Forecast - 2006 through 2012 Capacity Summaries King County Impact Fees - Single and Multi Family Units 11 • e FEDERAL WAY PUBLIC SCHOOLS 2006 CAPITAL FACILITIES PLAN Building Capacities This Capital Facilities Plan establishes the District's "standard of service" in order to ascertain the District's current and future capacity. The Superintendent of Public Instruction establishes square footage guidelines for capacity, but these guidelines do not take into consideration the education program needs. The District has identified a Building Program Capacity for each of the schools in the District. This Full Time Equivalent (FTE) capacity is based on: • The number of classrooms available in each school • Any special requirements at each school In general, the District's current target class size provides that the average class size for a standard classoom for grades K through 2 should be 20 students. For grades 3-5 the target Is 25 students. In sixth and seventh grade the students are scheduled with block instruction and see only two teachers for core curriculum. Teachers at this level see 60 students per day At eighth grade, the teachers will see 90 students per day. For grades 9-12 the target class size is 26 students. In the 2004/05 school year, all of the 23 elementary schools offer at least one all day Kindergarten. This program does have capacity impacts, as the classroom is only available for one session of Kindergarten for the full day. 12 FEDERAL WAY PUBLIC SCHOOLS 2006 CAPITAL FACILITIES PLAN BUILDING PROGRAM CAPACITIES ELEMENTARY BUILDING MIDDLE SCHOOL BUILDING PROGRAM CAPACITY PROGRAM CAPACITY School Name Headcount FTE School Name Headcount FTE Adelaide 456 436 Illahee 7" 807 Bn adoon 510 490 Kilo 7" 807 Camelot 347 327 Lakota 750 758 Enterprise 404 384 Saca'awea 774 782 Green Gables 432 412 Sa halie 694 701 Lake Dolloff 490 470 Se uo ah 700 707 Lake Grove 424 404 Totem 735 742 Lakeland 450 430 Federal Way Public Academ 212 214 Mark Twain 465 444 2006 TOTAL 5,463 5518 Meredith Hill 437 417 Mirror Lae 379 359 J*Middle School Avemge Nautilus 475 455 Olympic View 424 404 SENIOR HIGH BUILDING Panther Lake 437 417 PROGRAM CAPACITY atnier View 445 42 Sherwood Forest 494 474 School Name Headcount FTE Silver Lake 502 482 Decatur 1,269 1343 Star Lake 474 454 Federal Way 1,456 1541 Sunn crest 424 404 Thomas Jefferson 1,435 1519 Twin Lakes 450 430 Todd Beamer 1,523 1612 Valhalla 477 457 Truman Hisxh School 200 200 Wildwood 445 425 iFederal Wa Public Academy 133 133 Woodmont 375 355 2006 TOTAL F--6,01-6-1 6,348 6 TOTAL 1 10,216 1 9,755error High Average 1,421 1 117, UTJ ementary verage 444 ALTERNATIVE SCHOOL BUILDING PROGRAM CAPACITY School Name Headcount FTE Merit School 16 16 Notes 2005 TOTAL 16 16 * Federal Way Public Academy capacity is not used in calculated average. *Truman High School capacity is not used in calculated average 13 FEDERAL WAY PUBLIC SCHOOLS 2006 CAPITAL FACILITIES PLAN Portable Locations The Washington State Constitution requires the State to provide each student a basic education. It is not an efficient use of District resources to build a school with a capacity for ' 500 students due to lack of space for 25 students when enrollment fluctuates throughout the year and from year to year. Portables are used as temporary facilities or interim measures to house students until permanent facilities can be built or boundary adjustments can be made When permanent facilities become available, the portable(s) is either used for other purposes such as storage or child care programs, or moved to another school for an interim classroom. Some portables may not be fit to move due to age or physical condition In these cases, the District may choose to buy new portables and surplus these unfit portables. It is the practice and philosophy of Federal Way Public Schools that portables are not acceptable as permanent facilities. The following page provides a list of the location of the portable facilities, used for temporary educational facilities by Federal Way Public Schools. 14 FEDERAL WAY PUBLIC SCHOOLS 2006 CAPITAL FACILITIES PLAN PORTABLE LOCATIONS 1 PORTABLES LOCATED PORTABLES LOCATED AT ELEMENTARY SCHOOLS AT SENIOR HIGHS NON NON INSTRUCTIONAL INSTRUCTIONAL INSTRUCTIONAL INSTRUCTIONAL Adelaide 3 Decatur 5 Bri adoon 1 Federal Way 1 Camelot 1 Thomas Jefferson 3 ' Enterprise 3 Green Gables 1 TOTAL 9 Lake Dolioff 2 Lake Grove 2 Lakeland 2 Mark Twain 3 Meredith Hill 3 PORTABLES LOCATED Mirror Lake 4 AT SUPPORT FACILITIES Nautilus Olympic View 2 MOT 1 Panther Lake 3 TDC 3 Rainier View 3 TOTAL 4 Sherwood Forest 4 Silver Lake 4 Star Lake 2 2 Sunn crest 1 1 HEAD START PORTABLES AT DISTRICT SITES Twm Lakes Valhalla 1 1 Sherwood Forest 1 Wildwood 4 Woodmont 3 Total TOTAL 54 6 PORTABLES LOCATED AT MIDDLE SCHOOLS NON INSTRUCTIONAL INSTRUCTIONAL Illahee 5 Kilo 7 Lakota 3 Saca awea 4 Sa halie 4 Totem 5 Merit 2 30 15 Ok FEDERAL WAY PUBLIC SCHOOLS 2006 CAPITAL FACILITIES PLAN i Student Forecast Student enrollment projections are a basic component of budget development. Enrollment I projections influence many of the financial estimates that go into budget preparation. The majority of staffing requirements are derived directly from the forecasted number of students. Allocations for instructional supplies and materials are also made on the basis of projected enrollment. Other expenditures and certain revenue projections are directly related to enrollment projections. ' Enrollment projections are completed annually in the Business Services Department. Projections must be detailed at various levels, district total, school-building totals, grade level and program level to include vocational and special education students. The basis of projections has been cohort survival analysis. Cohort survival is the analysis of a group that has a common statistical value (grade level) as it progresses through time In a stable population the cohort would be 1.00 for all grades This analysis uses historical information to develop averages and project the averages forward. This method does not trace individual students; it is concerned with aggregate numbers in each grade level. The district has used this method with varying years of history and weighted factors to study several projections. Because transfers in and out of the school system are common, student migration is factored into the analysis as it increases or decreases survival rates. Entry grades (kindergarten) area unique problem in cohort analysis The district collects information on birth rates within the district's census tracts, and treats these statistics as a cohort for kindergarten enrollment in the appropriate years. The Federal Way School District is using various statistical methods for projecting student enrollments. The resultant forecasted enrollments are evaluated below The first method is a statistical cohort analysis that produces ten distinct forecasts. These are forecast of enrollment for one year. The projections vary depending on the number of years of historical information and how they are weighted A second method is a projection using an enrollment projection software package that allows the user to project independently at school or grade level and to aggregate these projections for the district level. The Enrollment Master software provides statistical methods including trend line, standard grade progression (cohort) and combinations of these methods This software produces a five-year projection of school enrollment In November of 2001, the District contracted a demographer to develop projections for the Federal Way School District. The report was complete in January 2002. The model used to forecast next year's enrollment uses cohort survival rates to measure grade to grade growth, 16 iFEDERAL WAY PUBLIC SCHOOLS 2006 CAPITAL FACILITIES PLAN I assumes market share losses to private schools (consistent with county-wide average), assumes growth from new housing or losses due to net losses from migration This forecast was provided as a range of three projections. The report substantiated that for next year, Federal Way expects little or no growth. The long-range forecast provided with this report used a model with cohort survival rates and growth rates based on projected changes in the 5- 19 age group for King County. Most of the methods used for long range enrollment reporting assume that enrollment is a constant percent of something else (e.g. population) or that enrollment will mirror some projected trend for the school-age population over time. The report included 5 different calculations to provide a range of possible projections for the I District to the year 2015. This model produces a projection that is between 24,000 and 26,000 when applied to the low, medium and high range modes. This provides a reasonable range for long-range planning and is consistent with estimates from various models. Long-range projections that establish the need for facilities are a modification of the cohort survival method. The cohort method of analysis becomes less reliable the farther out the projections are made. The Federal Way School District long-range projections are studied annually. The study includes information from the jurisdictional demographers as they project future housing and population in the region. The long-range projections used by Federal Way Public Schools reflect a similar age trend in student populations as the projections published by the Office of Financial Management for the State of Washington. Near term projections assume some growth from new housing, which is offset by current local economic conditions. The District tracks new development from four permitting jurisdictions. Long range planning assumes a student yield from proposed new housing consistent with historical growth patterns. Growth Management requires jurisdictions to plan for a minimum of twenty years. The Federal Way School District is a partner in this planning with the various jurisdictions comprising the school district geography. These projections create a vision of the school district in the future. 17 FEDERAL WAY PUBLIC SCHOOLS 2006 CAPITAL FACILITIES PLAN , Full Time Equivalent Enrollment History and Projections Simplified FTE(K Headcount= 5 FTE,Middle School FTE=.99 Headcount, Senior High FTE= 945Headcount) Total K-12 Percent Calendar Yr School Year Elementary Middle School Senior High FTE Change 2000 1999-00 11,641 5,156 4,380 21,176 2001 2000-01 11,640 5,305 4,338 21,283 05% 2002 2001-02 11,498 5,337 4,467 21,302 0.1% 2003 2002-03 11,202 5,454 4,437 21,093 -10% 2004 ' 2003-04 9,127 5,524 6,408 21,059 -0.2% 2005 2004-05 9,164 5,473 6,515 21,152 0 4% 2006 B2005-06 9,119 5,410 6,629 21,158 0.0% 2007 P2006-07 9,203 5,281 6,744 21,229 0.3% 2008 P2007-08 9,444 5,106 6,844 21,494 1.2% 2009 P2008-09 9,631 5,217 6,828 21,676 0.8% 2010 P2009-10 9,765 5,283 6,813 21,861 a8% 2011 P2010-11 9,912 5,393 6,695 21,999 0.6% 2012 P2011-12 10,021 5,500 6,681 22,202 0.9% *New Configuration Elemenfary K-S Middle School 6-8 High School 9-12 Enrollment History and Six Year Forecast 23,000 1 5% 22,000 10% 21,000 c 0 5% c 20,000OA � m � a m u = 19,000 1w 0 0% ti C C o 0 18,000 O -0 5% 17,000 -10% I 16,000 15,000 1 . 1 159b a� m o 0 0 0 $ 0 0 ao0 ao ao0 a0 4' coo�9 BOO �o�i 22 bi bc� buy 3 bcS 3+ 01 Oo 9 r0 i c� School Year FTE -4 Percent of Change 18 i FEDERAL WAY PUBLIC SCHOOLS 2006 CAPITAL FACILITIES PLAN iCapacity Summaries All Grades, Elementary, Middle School, and Senior High Schools The Capacity Summaries combine Building Capacity information and the Student Forecast information. The result demonstrates the requirements for new or remodeled facilities and why there is a need for the District to use temporary facilities or interim measures. ' The information is organized in spreadsheet format, with a page summarizing the entire District, and then evaluating capacity vs number of students at elementary, middle school, and senior high levels individually. The notes at the bottom of each spreadsheet provide information about what facilities are in place each year. i T 19 FEDERAL WAY PUBLIC SCHOOLS 2006 CAPITAL FACILITES PLAN CAPACITY SUMMARY-ALL GRADES Budget Projected-- Calendar Year 2006 2007 2008 2009 2010 2011 2012 20 CAPACITY School Year 2005/06 2006/07 2007/08 2008/09 2009/10 20010/11 0,11, BUILDING PROGRAM HEADCOUNT CAPACITY 21,011 21,011 20,985 20,959 20,933 20,933 20,933 FTE CAPACITY 20,930 21,611 21,585 21,559 21,533 21,533 21,53 Add or subtract changes to capacity Special Education Changes (26) (26) (26) (26) Sequoyah Middle School 707 Increase Capacity at Federal Way High 8A- Adjusted Program Headcount Capacity 21,011 20,985 20,959 20,933 20,933 20,933 21,73 Adjusted Program FTE Capacity 21,611 21,585 21,559 21,533 21,533 21,533 22,333 ENROLLMENT Basic FTE Enrollment 21,158 21,229 21,494 21,676 21,861 21,999 22,20 Internet Academy Enrollment(AAFTE) 288 288 288 288 288 288 28 Basic FTE Enrollment without Internet Academy 20,870 20,941 21,206 21,388 21,573 21,711 2 1,9 14 SURPLUS OR(UNHOUSED) -4 PROGRAM FTE CAPACITY 741 644 353 145 (40) (178) 419 RELOCATABLE CAPACITY I Current Portable Capacity 2,325 2,525 2,725 2,725 2,725 2,725 2,462 Add/Subtract Portable Capacity Add New Portable Capacity 2o0 2" Deduct Portable Capacity Adjusted Portable Capacity 2,525 2,725 2,725 2,725 2,725 2,725 2,4629 SURPLUS OR(UNHOUSED) PROGRAM AND RELOCATABLE CAPACITY 3,266 3,369 3,079 2,870 2,685 2,547 2,881 1 20 i FEDERAL WAY PUBLIC SCHOOLS 2006 CAPITAL FACILITES PLAN CAPACITY SUMMARY-ELEMENTARY SCHOOLS Budget -- Projected-- Calendar Year 2006 2007 2008 2009 2010 2011 2012 CAPACITY School Year 2005/06 2006/07 2007/08 2008/09 2009/10 20010/11 20011/12 BUILDING PROGRAM HEAD COUNT CAPACITY 10,216 10,190 10,164 10,138 10,112 10,112 10,112 FTE CAPACITY 9,755 9,729 9,703 9,677 9,651 9,651 9,651 1. Special Education Changes (26) (26) (26) (26) Adjusted Program Headcount Capacity 10,190 00,164 10,138 10,112 10,112 10,112 10,112 Adjusted Program FTE Capacity 9,729 9,703 9,677 9,651 9,651 9,651 1 9,651 ENROLLMENT Basic FTE Enrollment 9,199 9,203 9,444 9,631 91765 9,912 10,021 2. Internet Academy(AAFTE) 32 32 32 32 32 32 32 Basic FTE Enrollment without Internet Academy 9,167 9,171 9,412 9,599 9,733 9,880 9,989 SURPLUS OR(UNHOUSED) PROGRAM CAPACITY 562 532 265 52 (82) (229) (338) RELOCATABLE CAPACITY 3 Current Portable Capacity 1,350 1,350 1,350 1,350 1,350 1,350 1,350 Add/Subtract portable capacity Adjusted Portable Capacity 1,350 1,350 1,350 1,350 1,350 1,350 1,350 SURPLUS OR(UNHOUSED) PROGRAM AND RELOCATABLE CAPACITY 1,912 1,982 1,615 1 1,402 1,268 1,121 1,012 NOTES: I Add Special Education and ECEAP Programs This reduces Basic Education capacity in the school years indicated 2. Internet Academy students are included in projections but do not require full time use of school facilities. 3. Relocatable Capacity is based on the number of portables available and other administrative techniques which can be used to temporarily house students until permanent facilities are available This is a calculated number only The actual number of portables that will be used will be based on actual student population needs. The District may begin to pull portables from the instructional inventory Age and condition of the portables will determine feasibility for continued instructional use. 21 FEDERAL WAY PUBLIC SCHOOLS 2006 CAPITAL FACILITES PLAN CAPACITY SUMMARY-MIDDLE SCHOOLS j Budget Projected Calendar Year 2006 2007 2008 2009 2010 2011 2012 CAPACITY School Year 2005/06 2006/07 2007/08 2008/09 2009/10 20010/11 20011/M BUILDING PROGRAM HEADCOUNT CAPACITY 4,763 5,470 5,470 5,470 5,470 5,470 5,470 FTE CAPACITY 4,811 5,518 5,518 5,518 5,518 5,518 5,51 1. Sequoyah Middle School 707 Adjusted Program Headcount Capacity 5,470 5,470 5,470 5,470 5,470 5,470 5,470 Adjusted Program FTE Capacity 5,518 5,518 5,518 5,518 5,518 5,518 5,518 ENROLLMENT Basic FTE Enrollment 5,410 5,282 5,206 5,217 5,283 5,393 5,500 2 Internet Academy (AAFTE) 92 92 92 92 92 92 92 Basic FTE Enrollment without Internet Academy 5,318 5,190 5,114 5,125 5,191 5,301 5,408 SURPLUS OR(UNHOUSED) PROGRAM CAPACITY 152 280 356 345 279 169 62 RELOCATABLE CAPACITY 3. Current Portable Capacity 750 750 750 750 750 750 750 Add/Subtract portable capacity Add new portable capacity Adjusted Portable Capacity 750 750 750 750 750 750 750 SURPLUS OR(UNHOUSED) PROGRAM AND RELOCATABLE 4. CAPACITY 902 1,030 1,106 1,095 1,029 919 812 NOTES: 1. Sequoyah Middle School to Open 2 Internet Academy students are included in projections but do not require full time use of school facilities. 3 Relocatable Capacity is based on the number of portables available and other administrative techniques which can be used to temporarily house students until permanent facilities are available.This is a calculated number only The actual number of portables that will be used will be based on actual student population needs The District may begin to pull portables from the instructional inventory. Age and condition of the portables will determine feasibility for continued instructional use 4 Capacity for unhoused students will be accommodated with traveling teachers and no planning time in some classrooms 22 FEDERAL WAY PUBLIC SCHOOLS 2006 CAPITAL FACILITES PLAN CAPACITY SUMMARY-SENIOR HIGH SCHOOLS Budget -- Projected-- Calendar Year 2006 2007 2008 2009 2010 2011 2012 CAPACITY School Year 2005/06 2006/07 2007/08 2008/09 2009/10 20010/11 20011/12 BUILDING PROGRAM HEADCOUNT CAPACITY 6,032 6,032 6,032 6,032 6,032 6,032 6,032 FTE CAPACITY 6,364 6,364 6,364 6,364 6,364 6,364 6,364 Add or subtract changes in capacity Increase Capacity at Federal Way High School 800 Adjusted Program Headcount Capacity 6,032 6,032 6,032 6,032 6,032 6,032 6,832 Adjusted Program FTE Capacity 776,364 6,364 6,37'1 6,364 6,364 6,364 7,164 ENROLLMENT Basic FTE Enrollment 6,629 6,744 6,844 6,828 6,813 6,695 6,681 1. Intemet Academy(AAFTE) 164 164 164 164 164 164 164 Basic Ed without Intemet Academy 6,465 6,580 6,680 6,664 6,649 6,531 6,517 SURPLUS OR(UNHOUSED) PROGRAM CAPACITY (433) (548) (648) (632) (617) (499) 315 RELOCATABLE CAPACITY 2. Current Portable Capacity 225 425 625 625 625 625 625 3. Add new portable capacity 200 200 Adjusted Portable Capacity 425 625 625 625 625 625 625 SURPLUS OR(UNHOUSED) PROGRAM AND RELOCATABLE 4. CAPACITY (8) 77 (23) (7) 8 126 940 NOTES: 1. Internet Academy students are included in projections but do not require full time use of school facilities 2. Relocatable Capacity is based on the number of portables available and other administrative techniques which can be used to temporarily house students until permanent facilities are available This is a calculated number only. The actual number of portables that will be used will be based on actual student population needs 3. Add Portable Capacity 4 Capacity for unhoused students will be accommodated with traveling teachers and no planning time in some classrooms Puget Sound Early College will house approximately 60 of the unhoused students This would provide program for additional high school students 23 FEDERAL WAY PUBLIC SCHOOLS 2006 CAPITAL FACILITIES PLAN King County, the City of Federal Way, and the City of Kent Impact Fee Calculations Single and Multi-Family Residences Each jurisdiction that imposes school impact fees requires that developers pay these fees to help cover a share of the impact of new housing developments on school facilities. To determine an equitable fee throughout unincorporated King County, a formula was established. This formula can be found in King County Code 21A and was substantially adopted by the City of Federal Way and Kent. The formula requires the District to establish a "Student Generation Factor" which estimates how many students will be added to a school district by each new single or multi-family unit and to gather some standard construction costs, which are unique to that distnct. - STUDENT GENERATION FACTOR ANALYSIS i Federal Way Public Schools student generation factor was determined separately for single- farruly units and multi-family units The factors used in the 2006 Capital Facilities Plan were derived using actual generation factors from single family units which were constructed in the last five (5) years. The multi-family yield is derived from an average of other King County school distncts - IMPACT FEE CALCULATION Following the calculations for the student generation factor is a copy of the Impact Fee Calculation for single family and multi-family units based on King County Code 21A and the Growth Management Act. ➢ Temporary Facility Cost is the average cost of a portable purchased within the last 12 months. ➢ Site Acquisition Costs is the per acre cost of the Iast school site purchased (site 45), this is a negotiated purchase price. Plan Year 2006 Plan Year 2005 Collection Year 2006 Collection Year 2005 Single Family Units $3393. $2868 Multi-Fainfly Units $ 895. $ 905. 24 MM Oo ��pp CC p m N d fMD aM0 nl Or lIf O cOp O j Q to W Ln r- 0 M N It CO 0 0 0 O O r O O t t ~ O N Lo Go N O co N OD m i n R'll C LL O O O O O O O O O O (4p� yY m O Q n M CO U) 7 Wp f0 comp « n M y Orr M � 0) O r 01 0 �' N M V' ® m N m N N N O d O O CI � �j lL Oo 00000000 C 4 �jLLOO Q n W qr r` a0 0) 2 N M 09 � m O pci rj OD N r r O8�p 001 c0 - p V 0N0 c7 Ql E 7 a N N M a a M — N tD a E d 0 C LL 0000000000 Ci � U. G a i � = 0Nom � mamw ,� ^ m � = mm0M .a E .2 m E � r ' N C o Z � y ko Z � F za o ogy Ogv, Fkt (O O) pMj O y E 4' C y r r. .O �. Ag wz ZMy Z � y CN N to -C a N O i z c C N E c E c io 0 0 0 0 0 0 0 0 0 0 0 i 0 N CO O Z Z W oE Ev, `o � w (L 0 r r, m O O W O (D .- N O C 7 O) M M a N M 0 .- N N M LIE, 0 0 0 m y c z f%1 y Z 4 Z W rt Y m W 0 o c 0 N b o p O N o t7 W jd d L W Y N ~ �. W Y m �- C p, O 0 m N 1 l9 = 2 d N � 7 W N C y L ip M O D 7 L 00 i0 10 0z = mc� u� x3 > o x OM � 0 0 0 0 0 0 0 0 $ J m • FEDERAL WAY PUBLIC SCHOOLS 2006 CAPITAL FACILITIES PLAN IMPACT FEE School Site Acquisition Cost: Student Student Facility Cost/ Facility Factor Factor Cosy Cost/ Acreage Acre Capacity SFR MFR SFR MFR Elementary 0 00 $0 417 0 3030 909291 $0 $0 Middle School 21 80 $87,747 92l 0.2013 0 0410 $418 $85 Sr High 1201 $173,833 133 02013 006281 $316 1 $98 TOTAL $734 $184 School Construction Cost: Student Student %Perm Fac/ Facility Facility Factor Factor Cosy Cosy Total Sq Ft Cost Capacity SFR MFR SFR MFR Elementary 96 60% $0 417 0.3030 0 0929 $0 $0 Middle School 96 60% $18,352,9_ 921 0 2013 0 0410 $3,875 $789 _... ._ . _ ........ Sr High 96 60% '14,9 8,637 433 0 2013 0 0628 $6,038 $1,894 TOTAL. $9,913 $2,673 Temporary Facility Cost: Student Student Temp Fac Facility Facility Factor Factor Cosy Cosy 1I Total Sq Ft Cost Size SFR MFR SFR MFR Elementary 3 40%a $0 25 0 3030 0 0929 $0 $0 Middle School 3 40% $0 25 0 2013 0 0410 $0 $0 Sr Htgh 3 40% $8i j 51 25 620131 66628 $22 $7 TOTAL $22 $7 State Matching Credit Calculation: Student Student Boeck Cosy Sq Ft State Factor Factor Cosy Cosy Sq Ft Student Match SFR MFR SFR MFR Elementary $129 81 90 0 00°h 03030 00929 $0 $0 _. . _. Middle School $129 81 117 0 00% 0 2013 0 0410 $0 $0 New Sr High $129 81 130 59 97%a 020131 0 0628 $2,037 $636 Total $2,037 $636 Tax Payment Credit Calculation SFR MFR Average Assessed Value (April 2005) $224,943 $53,384 Capital Bond Interest Rate(March 2005) 4 5T% 4 57% Net Present Value of Average Dwelling $1,773,800 $420,962 Years Amortized 10 - 10 Property Tax Levy Rate $1 04 $1 04 Present Value of Revenue Stream $1,845 $438 Single Family Multi-Family Residences Residences Mitigation Fee Summary Site Acquisition Cost $ 734 $ 184 Permanent Facility Cost $ 9,913 $ 2.673 Temporary Facility Cost $ 22 $ 7 State Match Credit $ (2,037) $ (636) Tax Payment Credit $ (1,845) $ (438) Sub-Total $ 6,787 $ 1,790 50%Local Share $ 3,393 $ 895 Impact Fee $ 3,393 1 89511 FEDERAL WAY PUBLIC SCHOOLS 2006 CAPITAL FACILITIES PLAN SECTION 4 SUMMARY OF CHANGES FROM THE 2005 CAPITAL FACILITIES PLAN The 2006 Capital Facilities Plan is an updated document, based on the 2005 Capital Facilities Plan The changes between the 2005 Plan and the 2006 Plan are listed below. SECTION I- THE CAPITAL FACILITIES PLAN SIX-YEAR FINANCE PLAN The Six Year Finance Plan has been rolled forward to reflect 2006/2012 SECTION III- SUPPORT DOCUMENTATION CAPACITY Elementary school capacity reflects program changes for the 2005106 school year. Middle School capacity changes reflect the opening of Sequoyah Middle School. Elementary capacity includes space for All Day Kindergarten programs at every elementary school. Building Program Capacities are found on page 13. PORTABLES The list of portables reflects the movement of portables between facilities or new portables purchased. Portable Locations can be found on page 15. STUDENT FORECAST The Student Forecast now covers 2006 through 2012. Enrollment history and projections are Ifound on page 18. CAPACITY SUMMARY The changes in the Capacity Summary are a reflection of the changes in the capacities and student forecast. New schools and increased capacity at current buildings are shown as increases to capacity. Capacity Summaries are found on pages 20-23 IMPACT FEE CALCULATION - KING COUNTY CODE 21A The Impact Fee Calculations have changed due to changes in several factors The adjustment made in the Impact Fee Calculation, causing a change in the Impact Fee between the 2005 Capital Facilities Plan and the 2006 Capital Facilities Plan can be found on page 29. 27 i FEDERAL WAY PUBLIC SCHOOLS 2006 CAPITAL FACILITIES PLAN IMPACT FEE CALCULATION CHANGES FROM 2005 TO 2006 STUDENT GENERATION FACTORS Student Generation factors are based on rates for new developments constructed over a period of not more than five years prior to the date of the fee calculation. The changes in student Generation factors between the 2005 Capital Facilities Plan and the 2006 Capital Facilities Plan are due to developments that were deleted or added based upon the age of the developments and the year placed in the survey. The Student Generation worksheet is found on page 25. SITE ACQUISITION COSTS The negotiated purchase price for the Todd Beamer High School site was $80,000 per acre. This is the base line cost for acreage for Sequoyah Middle School. The assessed valuation for the Federal Way Public Academy land was $521,000 at the time of purchase. The calculated cost per acre in the impact fee calculation is a weighted calculation using the $80,000 per acre baseline cost and the assessed valuation at the time of purchase for the Federal Way Public Academy. Federal Way Public Academy is a 3-acre site. The grade span for this facility is grades 6-10. Middle school accounts for 60% of the cost; senior high is 40%. Sequoyah: 20 x $80,000 = $1,600,000 FWPA $ 312,900 (60 % of$521,500, 1.8 acres of 3 acre parcel) Total Cost $1,912,900 Cost/Acreage $1,912,900/21.8= $87,747 cost per acre Senior High FWPA $ 208,600 (40% of$521,500, 1.2 acres of 3 acre parcel) Cost/Acreage $208,600/1.2 = $173,833 cost per acre SCHOOL CONSTRUCTION COSTS The cost for Federal Way Public Academy (exclusive of land) is $4,921,594. The Federal Way Public Academy costs are split 60% to middle school and 40% to senior high in the impact fee calculation Middle school construction costs =60% of $4,921,594 $ 2,952,956 FWPA $15,400,000 Sequoyah Total Cost $18,352,956 The total cost for replacing Federal Way High School is projected to be $81m. The capacity of the school would increase from approximately 1500 to 2400 students The Impact Fee calculation used one-third, $27m as the basis for capacity increases at high school. High school construction costs =40% of $4,921,594 $ 1,9682,637 FWPA $27,000,000 Federal Way High Total Cost $28,968,637 28 � FEDERAL WAY PUBLIC SCHOOLS 2006 CAPITAL FACILITIES PLAN IMPACT FEE CALCULATION CHANGES FROM 2005 TO 2006 IMPACT FEE jItem From/To Comment Percent of Permanent Facilities 96 32 to 96.60% Report #3 OSPI Percent Temporary Facilities 3.68 to 3.40% Updated portable inventory Boeck Cost/Sq. Ft $114.88 to $129.81 Change per OSPI State Match 59.97 % (No Change) Average Assessed Value SFR— Per Puget Sound Educational $213,859 to$224,943 Service District (ESD 121) MFR— $44,571 to $539384 Capital Bond Interest Rate 4.35% to 4.57% Market Rate Popertyr Tax Levy Rate $1.40 to $1.04 King County Treasury Division Square Foot Allocations Legislative Change (Effective Elementary 80 to 90 sq ft 2006107) Middle School 110 to 117 sq ft High School 120 to 130 sq ft Single Family Student Yield Updated Housing Inventory Elementary .3138 to.3030 Middle School .1632 to .2013 High School .1695 to .2013 Multi-Family Student Yield Updated Housing Inventory Elementary .119 to.0929 Middle School .042 to .0410 High School .053 to .0628 29 - lath Ave so Feder • Federal Way Federal Way,WA 98003-5433 Public Schools Tel 253 945 2000 • • Every Student,a Reader www FvM wednet edu April 26, 2005 Charlene Anderson Planning Manager City of Kent Planning Department 220 South 4th Avenue Kent WA 98032 Dear Charlene, Enclosed you will find a copy of the Environmental Checklist and the accompanying Determination of Non-Significance for the Federal Way School District's 2005/06 Capital Facilities Plan The 14-day comment period to submit written comments or to appeal the decision begins on April 26, 2005 and will continue through 5:00 PM, May 10, 2005 Please let me know if you have any questions or need any additional information . i Sincerely, Gen Walker, Enrollment and Demographic Analyst DETERMINATION OF NONSIGNIFICANCE Issued with a 14 Day comment and appeals penod Description of Proposal: This threshold determination analyzes the environmental impacts associated with the following actions, which are so closely related to each other that they are in effect a single action: 1. The adoption of the Federal Way Public Schools' 2005/06 Six Year Capital Facilities Plan by the Federal Way Public Schools for the purposes of planning for the facilities needs of the District. 2. The amendment of the King County Comprehensive Plan by King County to include the Federal Way Public Schools' 2005/06 Capital Facilities Plan as part of the Capital Facilities Plan Element of the King County Comprehensive Plan. 3. The amendment of the Comprehensive Plans of the City of Federal Way and the City of Kent to include the Federal Way Public Schools' 2005/06 Capital Facilities Plan as part of the Capital Facilities Plan Element of the City of Federal Way and the City of Kent's Comprehensive Plan. This proposal may also involve the amendment of the Comprehensive Plans of the Cities of Auburn, and Des Moines to incorporate the Federal Way Public Schools' 2005/06 Capital Facilities Plan into the Capital Facilities Element of each junsdiction's Comprehensive Plan. Proponent: Federal Way Public Schools Location of the Proposal: The Federal Way Public Schools District includes an area of approximately 35 square miles. The cities of Federal Way, Kent, Des Moines andAubum fall within the District's boundanes, as do parts of unincorporated King County I 1 i - t Lead Agency: 1 Federal Way Public Schools is the lead agency pursuant to WAC 197-11-926. The lead agency for this proposal has determined that the proposal does not have a probable significant adverse environmental impact on the environment. An environmental j impact statement (EIS) is not required under RCW 43.21C.030(2)(c). This decision was made after a review of the completed environmental checklist and other information on file with the lead agency. This information is available to the public upon request. This Determination of Nonsignificance (DNS) is issued under WAC 197-11-340(2). The lead agency will not act on this proposal for 14 days from the date of issue. Comments must be submitted by 5:00 p in., May 10, 2005. The responsible official will reconsider the DNS based on timely comments and may retain, modify, or, if significant adverse impacts are likely, withdraw the DNS. If the DNS is retained, it will be final after the expiration of the comment deadline. Responsible Official: Ms Geri Walker Enrollment and Demographic Analyst Federal Way Public Schools Telephone: (253) 945-2071 Address: 31405 18th Avenue South Federal Way WA 98003 You may appeal this determination in writing by 5.00 p.m ,May 10 2005 to Geri Walker, Federal Way Public Schools, 31405 18th Avenue South, Federal Way, WA 98003. Date of Issue: April 26, 2005 Date Published: April 26, 2005 2 i ENVIRONMENTAL CHECKLIST WAC 197-11-960 Environmental Checklist. Purpose of Checklist: The State Environmental Policy Act (SEPA), chapter 43.21C RCW, requires all governmental agencies to consider the environmental impacts of a proposal before making decisions. An environmental impact statement (EIS) must be prepared for all proposals with probable significant adverse impacts on the quality of the environment. The purpose of this checklist is to provide information to help you and the agency identify impacts from your proposal (and to reduce or avoid impacts from the proposal, if it can be done) and to help the agency decide whether an EIS is required. Instructions for Applicants: This environmental checklist asks you to describe some basic information about your proposal. Govemmental agencies use this checklist to determine whether the environmental impacts of your proposal are significant, requiring preparation of an EIS. Answer the questions briefly, with the most precise information known, or give the best description you can. You must answer each question accurately and carefully, to the best of your knowledge. In most cases, you should be able to answer the questions from your own observations or project plans without the need to hire experts. If you really do not know the answer, or if a question does not apply to your proposal, write "do not know" or "does not apply." Complete answers to the questions now may avoid unnecessary delays later. Some questions ask about governmental regulations, such as zoning, shoreline, and landmark designations. Answer these questions if you can If you have problems, the governmental agencies can assist you. ' The checklist questions apply to all parts of your proposal, even if you plan to do them over a period of time or on different parcels of land. Attach any additional information that will help describe your proposal or its environmental effects. The agency to which you submit this checklist may ask you to explain your answers or provide additional information reasonably related to determining if there may be ' significant adverse impact. 1 ENVIRONMENTAL CHECKLIST Use of checklist for nonproject proposals: i Complete this checklist for nonproject proposals, even though questions may be answered "does not apply" In addition, complete the Supplemental Sheet for nonproject actions (part D). For nonproject actions, the references in the checklist to the words "project," "applicant," and "property or site" should be read as "proposal," "proposer," and "affected geographic area," respectively. 1 1 1 1 1 i l 2 ENVIRONMENTAL CHECKLIST A. BACKGROUND 1. Name of proposed project, if applicable: The adoption of a Six-Year Capital Facilities Plan by the Federal Way School District No. 210 for the purposes of planning for the District's facilities needs. The King County, City of Federal Way, and the City of Kent's Comprehensive Plan will be amended to include the District's 2005/06 Capital Facilities Plan in the Capital Facilities Plan Element. This project may also involve the amendment of the Comprehensive Plans of the cities of Des Moines and Auburn to incorporate the District's 2005/06 Capital Facilities Plan. A copy of the District's Plan is available for review in the District's offices. 2. Name of applicant: Federal Way School District No. 210. 3. Address and phone number of applicant and contact person: Federal Way School District No. 210 31405 18th Avenue South Federal Way WA 98003 (253) 945-2000 Contact Person: Ms. Gen Walker Enrollment and Boundary Analyst Telephone: (253)945-2071 4. Date checklist prepared: April 26, 2005 5. Agency requesting checklist: Federal Way School District No. 210 6. Proposed timing or schedule (including phasing, if applicable): The Federal Way School District's 2005/06 Capital Facilities Plan is scheduled to be adopted by the District in May 2005. The Capital Facilities Plan will be forwarded to King County, the City of Federal Way and the City of Kent for inclusion in each jurisdiction's Comprehensive Plan. It will also be forwarded to the cities of Des Moines and Auburn for possible inclusion in these jurisdiction's Comprehensive Plans. The District will continue to update the Capital Facilities Plan annually The projects included in the Capital Facilities Plan have been or will be subject to project-specific environmental review. 3 ENVIRONMENTAL CHECKLIST 7. Do you have any plans for future additions, expansion, or further activity related to or connected with this proposal? If yes, explain. The Capital Facilities Plan sets forth the capital improvement projects that the District plans to j implement over the next six years. These include purchase and siting of temporary facilities and construction of a middle school and increasing high school capacity 8. List any environmental information you know about that has been prepared, or will be prepared, directly related to this proposal. The projects included in the Capital Facilities Plan will undergo additional environmental review, when appropriate, as they are developed. 9. Do you know whether applications are pending for governmental approvals of other proposals directly affecting the property covered by your proposal? If yes, explain. Land use approvals are pending for placing new portable buildings at Federal Way High School, 30611 16u' Ave S, Federal Way; Decatur High School, 2800 SW 3201h ST, Federal Way and Thomas Jefferson High School, 4248 S 2881h St, Auburn WA. 10. List any government approvals or permits that will be needed for your proposal, if known. The District anticipates that King County, the City of Federal Way and the City of Kent will adopt this Capital Facilities Plan into their Comprehensive Plan. The cities of Des Moines and Auburn may also adopt this Capital Facilities Plan into the Capital Facilities Elements of their Comprehensive Plans (when issued). II. Give a brief, complete description of your proposal, including the proposed uses and the size of the project and site There are several questions later in this checklist that ask you to describe certain aspects of your proposal. You do not need to repeat those answers on this page. (Lead agencies may modify this form to include additional specific information on project description.) , This is a non-project action. This proposal involves the adoption of the Federal Way School District's 2005/06 Capital Facilities Plan for the purpose of planning the District's facilities needs. The District's Capital Facilities Plan will be incorporated into King County's, the City Federal Way, and the City of Kent's Comprehensive Plans. It may also be incorporated into the Comprehensive Plans of the cities of Des Moines and Auburn The projects included in the Capital Facilities Plan have been or will be subject to project-specific environmental review. A copy of the Capital Facilities Plan may be viewed at the District's offices. 4 ENVIRONMENTAL CHECKLIST 12. Location of the proposal. Give sufficient information for a person to understand the precise location of your proposed project, including a street address if any, and section, township, I and range, if known. If a proposal would occur over a range of area, provide the range or boundaries of the site(s). Provide a legal description, site plan, vicinity map, and topographic map, if reasonably available. While you should submit any plans required by the agency, you are not required to duplicate maps or detailed plans submitted with any permit applications related to this checklist. The Capital Facilities Plan will affect the Federal Way School District The District includes an area of approximately 35 square miles. The City of Federal Way, parts of the cities of Kent, Des Moines and Auburn, parts of unincorporated King County, fall within the District's boundaries. A detailed map of the District's boundaries can be viewed at the District's offices. i I 1 1 t 1 1 I t i 5 ENVIRONMENTAL CHECKLIST B. ENVIRONMENTAL ELEMENTS i 1. Earth a. General description of the site (circle one): Flat, rolling, hilly, steep slopes, mountainous, other The Federal Way School District is comprised of a variety of topographic land forms and gradients. Specific topographic characteristics of the sites at which the projects included in the Capital Facilities Plan are located have been or will be identified during project-level environmental review when appropriate. b. What is the steepest slope on the site (approximate percent slope)? Specific slope characteristics at the sites of the projects included in the Capital Facilities Plan t have been or will be identified during project-level environmental review. c. What general types of soils are found on the site (for example, clay, sand, gravel, peat, muck)? If you know the classification of agricultural soils, specify them and note any prime farmland. Specific soil types found at the sites of the projects included in the Capital Facilities Plan have been or will be identified during project-level environmental review when appropriate. d. Are there surface indications or history of unstable soils in the immediate vicinity? If so, describe. Unstable soils may exist within the Federal Way School District. Specific soil limitations on individual project sites have been or will be identified at the time of project-level environmental review when appropriate. e. Describe the purpose, type, and approximate quantities of any filling or grading proposed. Indicate source of fill. Individual projects included in the Capital Facilities Plan have been or will be subject, when appropriate, to project-specific environmental review and local approval at the time of proposal. Proposed grading projects, as well as the purpose, type, quantity, and source of any fill materials to be used have been or will be identified at that time. f. Could erosion occur as a result of clearing, construction, or use? If so, generally describe. It is possible that erosion could occur as a result of the construction projects currently proposed in the Capital Facilities Plan. The erosion impacts of the individual projects have been or will be evaluated on a site-specific basis at the time of project-specific environmental review when appropriate. Individual projects have been or will be subject to local approval processes. 6 f ENVIRONMENTAL CHECKLIST g. About what percent of the site will be covered with impervious surfaces after project construction (for example, asphalt or buildings?) jThe proposed new school facilities included in the Capital Facilities Plan as well as the proposed renovation projects will require the construction of impervious surfaces The extent of any impervious cover constructed will vary with each capital facilities project included in the Capital Facilities Plan. This issue has been or will be addressed during project-specific environmental review when appropriate. h. Proposed measures to reduce or control erosion, or other impacts to the earth, if any: 1 The erosion potential of the projects included in the Capital Facilities Plan and appropriate control measures have been or will be addressed during project-specific environmental review when appropriate. Relevant erosion reduction and control requirements will be met. 2. Air a. What types of emissions to the air would result from the proposal (i.e., dust, automobile, odors, industrial wood smoke) during construction and when the project is completed? If any, generally describe and give approximate quantities if known. Various emissions, many construction-related, may result from the individual projects included in the Capital Facilities Plan. The air-quality impacts of each project have been or will be evaluated during project-specific environmental review when appropriate. Please see the Supplemental Sheet for Nonproject Actions. b. Are there any off-site sources of emissions or odor that may affect your proposal? If so, generally describe. Any off-site sources of emissions or odor that may affect the individual projects included in the Capital Facilities Plan have been or will be addressed during project-specific environmental review when appropriate c. Proposed measures to reduce or control ermssions or other impacts to air, if any: The individual projects included in the Capital Facilities Plan have been or will be subject to project-specific environmental review when appropriate and relevant local approval processes. The District will be required to comply with all applicable air regulations and air permit requirements. Proposed measures specific to the individual projects included in the Capital Facilities Plan have been or will be addressed during project-specific environmental review when appropriate. Please see the Supplemental Sheet for Nonproject Actions. 7 ENVIRONMENTAL CHECKLIST 3. Water a. Surface: 1) Is there any surface water body on or in the immediate vicinity of the site(including year-round and seasonal streams, saltwater, lakes, ponds, wetlands)? If yes, describe type and provide names. If appropriate, state what stream or river it flows into. There is a network of surface water bodes within the Federal Way School District. The surface water bodes that are in the immediate vicinity of the projects included in the Capital Facilities Plan have been or will be identified during project-specific environmental review when appropriate. When necessary, the surface water regimes and flow patterns have been or will be researched and incorporated into the designs of the individual projects. 2) Will the project require any work over, in, or adjacent to (within 200 feet) the described waters? If yes, please describe and attach available plans. The projects included in the Capital Facilities Plan may require work near the surface waters located within the Federal Way School District. Applicable local approval requirements have been or will be satisfied. 3) Estimate the amount of fill and dredge material that would be placed in or removed from surface water or wetlands and indicate the area of the site that would be affected. Indicate the source of fill material. Information with respect to the placement or removal of fill and dredge material as a component of the projects included in the Capital Facilities Plan has been or will be provided during project-specific environmental review when appropriate. Applicable local regulations have been or will be satisfied. 4) Will the proposal require surface water withdrawals or diversions? Give general , description, purpose, and approximate quantities if known. Any surface water withdrawals or diversions required in connection with the projects included in the Capital Facilities Plan have been or will be addressed during project- specific environmental review when appropriate. 5) Does the proposal lie within a 100-year floodplain? If so, note location on the site plan. Each project included in the Capital Facilities Plan, if located in a floodpla►n area, will be required to meet applicable local regulations for flood areas. 6) Does the proposal involve any discharges of waste materials to surface waters9 If so, describe the type of waste and anticipated volume of discharge 8 ENVIRONMENTAL CHECKLIST Specific information regarding the discharge of waste materials that may be required as a result of the projects included in the Capital Facilities Plan has been or will be provided during project-specific environmental review when appropriate. Please see the Supplemental Sheet for Nonproject Actions b. Ground: 1) Will groundwater be withdrawn, or will water be discharged to groundwater? Give general description, purpose, and approximate quantities if known. Individual projects included in the Capital Facilities Plan may impact groundwater resources The impact of the individual projects included in the Capital Facilities Plan on groundwater resources has been or will be addressed during project-specific environmental review when appropriate. Each project is or will be subject to applicable local regulations. Please see the Supplemental Sheet for Nonproject Actions. 2) Describe waste material that will be discharged into the ground from septic tanks or other sources, if any (for example: Domestic sewage; industrial, containing the following chemicals . . .; agricultural; etc.). Describe the general size of the system, the number of I such systems, the number of houses to be served (if applicable), or the number of animals or humans the system(s) are expected to serve. The discharges of waste material that may take place in connection with the projects included in the Plan have been or will be addressed during project-specific environmental review. c. Water Runoff(including storm water): 1) Describe the source of runoff (including storm water) and method of collection and disposal, if any (include quantities, if known). Where will this water flow? Will this water flow into other waters? If so, describe. Individual projects included in the Capital Facilities Plan may have storm water runoff consequences Specific information regarding the storm water impacts of each project has Ibeen or will be provided during project-specific environmental review when appropriate. Each project is or will be subject to applicable local storm water regulations. i t I 9 ENVIRONMENTAL CHECKLIST 2) Could waste materials enter ground or surface waters? If so, generally describe. The projects included in the Capital Facilities Plan may result in the discharge of waste matenals into ground or surface waters. The specific impacts of each project on ground and surface waters have been or will be identified during project-specific environmental review when appropriate. Each project is or will be subject to all applicable regulations regarding the discharge of waste materials into ground and surface waters. Please see the Supplemental Sheet for Nonproject Actions. d. Proposed measures to reduce or control surface, ground, and runoff water impacts, if any: Specific measures to reduce or control runoff impacts associated with the projects included in the Capital Facilities Plan have been or will be addressed during project-specific environmental review when appropnate. 4. Plants: a. Check or circle types of vegetation found on the site: deciduous tree: alder, maple, aspen, other evergreen tree: fir, cedar, pine, other shrubs grass pasture crop or grain wet soil plants: cattail, buttercup, bullrush, skunk cabbage, other water plants: water lily,eelgrass, milfoil, other — other types of vegetation A variety of vegetative zones are located within the Federal Way School District. Inventories of the vegetation located on the sites of the projects proposed in the Capital Facilities Plan have been or will be developed during project-specific environmental review when appropriate. b. What kind and amount of vegetation will be removed or altered? Some of the projects included in the Capital Facilities Plan may require the removal or alteration of vegetation. The specific impacts on vegetation of the projects included in the Capital Facilities Plan have been or will be identified during project-specific environmental review when appropriate c. List threatened or endangered species known to be on or near the site. The specific impacts to these species from the individual projects included in the Capital Facilities Plan have been or will be determined during project-specific environmental review when appropriate. 10 ! ENVIRONMENTAL CHECKLIST ` d. Proposed landscaping, use of native plans, or other measures to preserve or enhance vegetation on the site, if any: ! Measures to preserve or enhance vegetation at the sites of the projects included in the Capital Facilities Plan have been or will be identified during project-specific environmental review when appropriate Each project is or will be subject to applicable local landscaping requirements. ! 5. Animals: a. Circle any birds and animals which have been observed on or near the site or are known to be on or near the site. birds: hawk, heron, eagle, songbirds, other: mammals: deer, bear, elk, beaver, other: fish. bass, salmon, trout, herring, shellfish, other: An inventory of species that have been observed on or near the sites of the projects proposed in the Capital Facilities Plan has been or will be developed during project-specific environmental review when appropriate. b. List any threatened or endangered species known to be on or near the site. ! Inventories of threatened or endangered species known to be on or near the sites of the projects included in the Capital Facilities Plan have been or will be developed during project-specific environmental review when appropriate. c. Is the site part of a migration route" If so, explain. The impacts of the projects included in the Capital Facilities Plan on migration routes have been or will be addressed during project-specific environmental review when appropriate. d. Proposed measures to preserve or enhance wildlife, if any: ! Appropriate measures to preserve or enhance wildlife have been or will be determined during project-specific environmental review when appropriate. ! 11 ENVIRONMENTAL CHECKLIST 6. Energy and Natural Resources: a. What kinds of energy (electric, natural gas, oil, wood stove, solar) will be used to meet the completed project's energy needs? Describe whether it will be used for heating, manufacturing, etc. The State Board of Education requires the completion of a life cycle cost analysis of all heating, lighting, and insulation systems before it will permit specific school projects to proceed. The energy needs of the projects included in the Capital Facilities Plan have been or will be determined at the time of specific engineering and site design planning when appropriate Please see the Supplemental Sheet for Nonproject Actions. b. Would your project affect the potential use of solar energy by adjacent properties? If so, generally describe: The impacts of the projects included in the Capital Facilities Plan on the solar potential of adjacent projects have been or will be addressed during project-specific environmental review , when appropriate. c. What kinds of energy conservation features are included in the plans of this proposal? Last other proposed measures to reduce or control energy impacts, if any: Energy conservation measures proposed in connection with the projects included in the Capital Facilities Plan have been or will be considered during project-specific environmental review when appropriate 7. Environmental Health: a. Are there any environmental health hazards, including exposure to toxic chemicals, risk of fire and explosion, spill, or hazardous waste, that could occur as a result of this proposal? If so, describe. Please see the Supplemental Sheet for Nonproject Actions. 1) Describe special emergency services that might be required. ` Please see the Supplemental Sheet for Nonproject Actions. 2) Proposed measures to reduce or control environmental health hazards, if any: The projects included in the Capital Facilities Plan will comply with all current codes, t standards, rules, and regulations. Individual projects have been or will be subject to project-specific environmental review and local approval at the time they are developed ' when appropriate. i 12 ENVIRONMENTAL CHECKLIST b. Noise: I 1) What types of noise exist in the area which may affect your project (for example: traffic, equipment, operation, other)? A variety of noises from traffic, construction, residential, commercial and industrial areas exists within the Federal Way School District. The specific noise sources that may affect the projects included in the Capital Facilities Plan have been or will be identified during project-specific environmental review when appropriate. 2) What types and levels of noise would be created by or associated with the project on a short-term or a long-term basis (for example: traffic, construction, operation, other)? Indicate what hours noise would come from the site. The District does not anticipate that the projects will create long-term increases in traffic- related or operations-related noise levels. 3) Proposed measures to reduce or control noise impacts, if any: jThe projected noise impacts of the projects included in the Capital Facilities Plan have been or will be evaluated and mitigated during project-specific environmental review when ' appropriate. Each project is or will be subject to applicable local regulations. 8. Land and Shoreline Use: a. What is the current use of the site and adjacent properties? There are a variety of land uses within the Federal Way School District, including residential, commercial, industrial, institutional, utility, open space, recreational, etc. b. Has the site been used for agriculture? If so, describe. The project sites covered under the Capital Facilities Plan have not been used recently for agriculture. ' c. Describe any structures on the site. The structures located on the proposed sites for the projects included in the Capital Facilities Plan have been or will be identified and described during project-specific environmental review when appropriate. 1 13 ENVIRONMENTAL CHECKLIST d. Will any structures be demolished? If so, what? The remodeling and renovation projects will require the demolishment of school structures. The structures that will be demolished as a result of the projects included in the Capital Facilities Plan have been or will be identified during project-specific environmental review when appropriate. , e What is the current zoning classification of the site? The sites that are covered under the Capital Facilities Plan have a variety of zoning , classifications under the applicable zoning codes. Site-specific zoning information has been or will be identified during project-specific environmental review when appropriate f. What is the current comprehensive plan designation of the site? Inventories of the comprehensive plan designations for the sites of the projects included in the Capital Facilities Plan have been or will be completed during project-specific environmental review when appropriate. g. If applicable, what is the current shoreline master program designation of the site? Shoreline master program designations of the sites of the projects included in the Capital Facilities Plan have been or will be identified during project-specific environmental review when appropriate. h. Has any part of the site been classified as an "environmentally sensitive" area? If so, specify. Any environmentally sensitive areas located on the sites of the projects included in the Plan have been or will be identified during project-specific environmental review. i. Approximately how many people would reside or work in the completed project? The Federal Way School District currently serves approximately 22,400 students. The student population is expected to increase to 23,300 by the year 2010 The District employs approximately 3,100 people. j. Approximately how many people would the completed project displace? t Any displacement of people caused by the projects included in the Capital Facilities Plan has been or will be evaluated during project-specific environmental review when appropriate. However, it is not anticipated that the Capital Facilities Plan, or any of the projects contained therein, will displace any people 14 ENVIRONMENTAL CHECKLIST k. Proposed measures to avoid or reduce displacement impacts, if any: Individual projects included in the Capital Facilities Plan will be subject to project-specific environmental review and local approval when appropriate. Proposed mitigating measures will be proposed at that time, if necessary. 1. Proposed measures to ensure the proposal is compatible with existing and projected land 1 uses and plans, if any: The compatibility of the specific projects included in the Capital Facilities Plan with existing uses and plans has been or will be assessed as part of the comprehensive planning process and during project-specific environmental review when appropriate. 9. Housing: a. Approximately how many units would be provided, if any? Indicate whether high, middle, or low-income housing. No housing units would be provided in connection with the completion of the projects included in the Capital Facilities Plan. b. Approximately how many units, if any, would be eliminated? Indicate whether high, middle, or low-income housing. It is not anticipated that the projects included in the Capital Facilities Plan will eliminate any housing units The impacts of the projects included in the Capital Facilities Plan on existing housing have been or will be evaluated during project-specific environmental review when appropriate. c. Proposed measures to reduce or control housing impacts, if any: tMeasures to reduce or control any housing impacts caused by the projects included in the Capital Facilities Plan have been or will be addressed during project-specific environmental review when appropriate. 10. Aesthetics: a. What is the tallest height of any proposed structure(s), not including antennas; what is the principal exterior building matenal(s) proposed" The aesthetic impacts of the projects included in the Capital Facilities Plan have been or will be addressed during project-specific environmental review when appropriate i � 15 ENVIRONMENTAL CHECKLIST b. What views in the immediate vicinity would be altered or obstructed? ' The aesthetic impacts of the projects included in the Capital Facilities Plan have been or will be determined during project-specific environmental review when appropriate. c. Proposed measures to reduce or control aesthetic impacts, if any: , Appropriate measures to reduce or control the aesthetic impacts of the projects included in the Capital Facilities Plan have been or will be determmned on a project-specific basis when appropriate. 11. Light and Glare: S a. What type of light or glare will the proposal produce? What time of day would it mainly occur? The light or glare impacts of the projects included in the Capital Facilities Plan have been or will be addressed during project-specific environmental review. b. Could light or glare from the finished project be a safety hazard or interfere with views? The light or glare impacts of the projects included in the Capital Facilities Plan have been or will be addressed during project-specific environmental review when appropriate. c. What existing off-site sources of light or glare may affect your proposal? Off-site sources of light or glare that may affect the projects included in the Capital Facilities Plan have been or will be evaluated during project-specific environmental review when appropriate. d. Proposed measures to reduce or control light and glare impacts, if any: Proposed measures to mitigate light and glare impacts have been or will be addressed dunng project-specific environmental review when appropriate. 12. Recreation: a. What designated and informal recreational opportunities are in the immediate vicinity? ' There are a variety of formal and informal recreational facilities within the Federal Way School District. 16 1 ENVIRONMENTAL CHECKLIST b. Would the proposed project displace any existing recreational uses? If so, describe. The recreational impacts of the projects included in the Capital Facilities Plan have been or will be addressed during project-specific environmental review when appropriate. The projects included in the Capital Facilities Plan, including proposed renovated school and support Ifacilities, may enhance recreational opportunities and uses. c. Proposed measures to reduce or control impacts on recreation, including recreation opportunities to be provided by the project or applicant, if any. Adverse recreational effects of the projects included in the Capital Facilities Plan have been or will be subject to mitigation during project-specific environmental review when appropriate A school site usually provides recreational facilities to the community in the form of play fields and gymnasiums. 13. Historic and Cultural Preservation: a. Are there any places or objects listed on, or proposed for, national, state, or local preservation registers known to be on or next to the site? If so, generally describe. There are no known places or objects listed on, or proposed for such registers on the sites of the projects included in the Capital Facilities Plan. The existence of historic and cultural resources on or next to the sites has been or will be addressed in more detail during project-specific environmental review when appropriate. b. Generally describe any landmarks or evidence of historic, archaeological, scientific, or ■ cultural importance known to be on or next to the site. An inventory of historical sites at or near the sites of the projects included in the Capital Facilities Plan has been or will be developed during project-specific environmental review when appropriate. c. Proposed measures to reduce or control impacts, if any: Appropriate measures have been or will be proposed on a project-specific basis when appropriate. 14. Transportation: a. Identify public streets and highways serving the site, and describe proposed access to the existing street system. Show on site plans, if any. The impact on public streets and highways of the individual projects included in the Capital Facilities Plan has been or will be addressed during project-specific environmental review when appropriate. I 17 ENVIRONMENTAL CHECKLIST b. Is site currently served by public transit? If not, what is the approximate distance to the nearest transit stop? The relationship between the specific projects included in the Capital Facilities Plan and public transit has been or will be addressed during project-specific environmental review when appropriate. c. How many parking spaces would the completed project have? How many would the project eliminate? An inventory of parking spaces located at the sites of the projects included in the Capital Facilities Plan and the impacts of specific projects on parking availability has been or will be conducted during project-specific environmental review when appropriate. d. Will the proposal require any new roads or streets, or improvements to existing roads or streets, not including driveways? If so, generally describe (indicate whether public or private). The need for new streets or roads, or improvements to existing streets and roads has been or j will be addressed during project-specific environmental review when appropriate. e. Will the project use (or occur in the immediate vicinity of) water, rail, or air transportation? If so, generally describe. Use of water, rail, or air transportation has been or will be addressed during project-specific , environmental review when appropriate. f. How many vehicular trips per day would be generated by the completed project? If known, indicate when peak volumes would occur. The traffic impacts of the projects included in the Capital Facilities Plan have been or will be addressed during project-specific environmental review when appropriate. g. Proposed measures to reduce or control transportation impacts, if any: The mitigation of traffic impacts associated with the projects included in the Capital Facilities Plan has been or will be addressed during project-specific environmental review when appropriate ' 15. Public Services: a. Would the project result in an increased need for public services (for example: fire protection, police protection, health care, schools, other)9 If so, generally describe The District does not anticipate that the projects identified in the Capital Facilities Plan will substantially increase the need for other public services. b. Proposed measures to reduce or control direct impacts on public services, if any. 18 ENVIRONMENTAL CHECKLIST Remodeled/renovated school or facilities will be built with automatic secunty systems, fire alarms, smoke alarms, heat sensors, and sprinkler systems. 16. Utilities: a. Circle utilities currently available at the site: electricity, natural gas, water, refuse service, telephone, sanitary sewer, septic system, other. Electricity, natural gas, water, refuse service, telephone, and sanitary sewer utilities are i available at the sites of the projects proposed in the Capital Facilities Plan. The types of utilities available at specific project sites have been or will be addressed in more detail during project- specific environmental review when appropriate. b. Describe the utilities that are proposed for the project, the utility providing the service, and the general construction activities on the site or in the immediate vicinity which might be needed. Utility revisions and construction needs have been or will be identified during project-specific environmental review when appropriate C. SIGNATURE The above answers are true and complete to the best of my knowledge. I understand that the lead ' agency is relying on them to make its decision. Signatu f Date Submitted: April 26, 2005 19 ENVIRONMENTAL CHECKLIST D. SUPPLEMENTAL SHEET FOR NONPROJECT ACTIONS (do not use this sheet for project actions) Because these questions are very general, it may be helpful to read them in conjunction with the list of the elements of the environment. When answering these questions, be aware of the extent the proposal, or the types of activities likely to result from the proposal, would affect the item at a greater intensity or at a faster rate than if the proposal were not implemented. Respond briefly and in general terms. 1. How would the proposal be likely to increase discharge to water; emissions to air; production, storage, or release of toxic or hazardous substances; or production of noise? To the extent the Capital Facilities Plan makes it more likely that school facilities will be constructed and/or renovated and remodeled, some of these environmental impacts will be more likely. Additional impermeable surfaces, such as roofs, parking lots, sidewalks, access roads, and playgrounds could increase storm water runoff, which could enter surface or ground waters. Heating systems, emergency generators, and other school equipment that is installed pursuant to the Capital Facilities Plan could result in air emissions The projects included in the Capital Facilities Plan should not require the production, storage, or release of toxic or hazardous substances, with the possible exception of the storage of diesel fuel or gasoline for emergency generating equipment. The District does not anticipate a significant increase in the production of noise from its facilities, although the projects included in the Capital Facilities Plan will increase the District's student capacities. Proposed measures to avoid or reduce such increases are: , Proposed measures to mitigate any such increases described above have been or will be addressed during project-specific environmental review when appropriate. Storm water ' detention and runoff will meet applicable County and/or City requirements and may be subject to National Pollutant Discharge Elimination System ("NPDES") permitting requirements. Discharges to air will meet applicable air pollution control requirements. Fuel oil will be stored in accordance with local and state requirements. 2. How would the proposal be likely to affect plants, animals, fish, or marine life? The Capital Facilities Plan itself will have no impact on these elements of the environment. These impacts have been or will be addressed in more detail during project-specific environmental review when appropriate. The projects included in the Plan are not likely to generate severe impacts on fish or marine life. 20 ENVIRONMENTAL CHECKLIST Proposed measures to protect or conserve plants, animals, fish, or marine life are: Specific measures to protect and conserve plants, animals, and fish cannot be identified at this time. Specific nutigation proposals have been or will be identified, however, during project- specific environmental review when appropriate. 1 3. How would the proposal be likely to deplete energy or natural resources? The construction of the projects included in the Capital Facilities Plan will require the consumption of energy. Proposed measures to protect or conserve energy and natural resources are: The projects included in the Capital Facilities Plan will be constructed in accordance with applicable energy efficiency standards. 4. How would the proposal be likely to use or affect environmentally sensitive areas or areas designated (or eligible or under study) for governmental protection; such as parks, wilderness, wild and scenic rivers, threatened or endangered species habitat, historic or cultural sites, wetlands, floodplains, or prime farmlands? The Capital Facilities Plan and individual projects contained therein should have no impact on ' these resources. Proposed measures to protect such resources or to avoid or reduce impacts are: Appropriate measures have been or will be proposed during project-specific environmental review when appropriate. Updates of this Plan will be coordinated with King County and the cities of Federal Way, Kent, Des Moines, and Auburn as part of the Growth Management Act process, one of the purposes of which is to protect environmentally sensitive areas. To the ' extent the District's facilities planning process is part of the overall growth management planning process, these resources are more likely to be protected. 5. How would the proposal be likely to affect land and shoreline use, including whether it would allow or encourage land or shoreline uses incompatible with existing plans? The Capital Facilities Plan will not have any impact on land or shoreline use that is incompatible with existing comprehensive plans, land use codes, or shoreline management plans. The District does not anticipate that the Capital Facilities Plan or the projects contained therein will directly affect land and shoreline uses in the area served by the District Proposed measures to avoid or reduce shoreline and land use impacts are: ' No measures to avoid or reduce land use impacts resulting from the Capital Facilities Plan or the projects contained therein are proposed at this time. 21 ENVIRONMENTAL CHECKLIST 6. How would the proposal be likely to increase demands on transportation or public services and utilities9 The projects included in the Capital Facilities Plan may create temporary increases in the District's need for public services and utilities. Upon the completion of the projects included in the Capital Facilities Plan, however, the District does not anticipate that its need for public services and utilities will increase substantially beyond existing levels. Proposed measures to reduce or respond to such demand(s) are: 1 No measures to reduce or respond to such demands are proposed at this time ' 7. Identify, if possible, whether the proposal may conflict with local, state, or federal laws or requirements for the protection of the environment. The Capital Facilities Plan will not conflict with any laws or requirements for the protection of the environment 1 i 1 1 22 AUBURN SCHOOL DISTRICT AVENUE TO EXCELLENCE June 23, 2005 `y I Charlene Anderson R r �� � . City of Kent Z 2Q�5 220 Fourth Avenue South �uN Kent, WA 98032-5895 p Nt 0 S RVJ s,S Dear Ms. Anderson, ' Enclosed you will find two (2)copies of the Auburn School District Capital Facilities Plan for 2005 through 2011. The Plan has been prepared and adopted by the Auburn School District Board of Directors on April 25, 2005, in conformance with the Growth Management statutes of the State of Washington. Included in the Plan are the following: ❑ Six-Year Enrollment Projections ❑ Auburn School District Standard of Service ' ❑ The District's overall capacity of the 6-year period ❑ An inventory of existing facilities ❑ Impact Fee Computations ❑ District Capital Construction Plan The Auburn School District Board of Directors is requesting the plan be adopted by reference as part of the capital facilities element of the City of Kent's Comprehensive Plan. ' Please advise if additional information is required or needed. Thank you for your assistance. Sincerel i ael Ne ociate Su tendent Business and Operations Copy to: Linda Cowan, Superintendent, Auburn School District w/o enclosure Grace Yuan, Preston Gates & Ellis w/o enclosure Jeff Grose, Executive Director of Capital Projects w/o enclosure 915 Fourth Street NE;Aubum, WA 980024452 (253)9314930 Caplafal Facilities Plan 2005-2011 i y4 ,�or!lnvr•l;trrhidrinrnl Cnngnu{i• W1_L_W ILLI_ _L.1J .r "Building Adopted by the Auburn School Board of Directors � April 25, 2005 Auburn School District No. 408 - 915 4th Street NE, Auburn, WA 98002 i AUBURN SCHOOL DISTRICT No. 408 915 Fourth Street NE { Auburn, Washington 98002 (253) 9314900 Serving Students in: Unincorporated King County Unincorporated Pierce County City of Auburn City of Algona City of Kent City of Pacific r BOARD of DIRECTORS Janice Nelson Ray Vefik Carol Helgerson Craig Schumaker Therald Leonard Linda S. Cowan, Superintendent ' AUBURN SCHOOL DISTRICT , "Avenue to Excellence" I 1 . Table of Contents Section I Executive Summary ....................... Page 1 Section it Enrollment Projections.....................Page 6 CCSection III Standard of Service........................ Page 8 f� Section IV Inventory of Facilities.......................Page 15 Section V Pupil Capacity................................Page 18 ' Section VI Capital Construction Plan.................Page 20 ' Section VI Impact Fees.................................. Page 23 Section Vill Appendices................................... Page 27 ' Appendix A.1 -Student Enrollment Projections Page 28 ' Appendix A.2-Capital Facilities Plan Projections Page 42 Appendix A.3- Student Generation Survey Page 45 i 1 Aubum School District No. 408 1 Capital Facilities Plan Zoos through 2011 � 1 � 1 1 Section I 1 Executive Summary 1 1 1 i 1 I 1 1 1 Aubum School District No. 408 , CAPITAL FACILITIES PLAN 2005 through 2011 I. Executive Summary This Six-Year Capital Facilities Plan (the "Plan") has been prepared by the Aubum ' School District (the "District") as the District's principal planning document, in compliance with the requirements of Washington's Growth Management Act and the adopted ordinances of the counties and cities served by the District. This plan was , prepared using data available in the spring of 2005. This Plan is consistent with prior long-term capital facilities plans adopted by the District. ' However, this Plan is not intended to be the sole plan for all of the District's needs. The District may prepare interim and periodic Long Range Capital Facilities Plans consistent with Board Policies and actions, taking into account a longer or a shorter time period, other factors and trends in the use of facilities, and other needs of the District as may be required. However, any such plan or plans will be consistent with this Six-Year Capital ' Facilities Plan. To enable the collection of impact fees in the unincorporated areas of King County and Pierce County and within the City of Aubum and City of Kent; the King County Council, the Pierce County Council, the City of Aubum and the City of Kent will adopt this Plan by reference as part of each jurisdiction's respective comprehensive plan. To enable the collection of impact fees in the Cities of Algona and Pack, these municipalities must also adopt this Plan and adopt school impact fee ordinances. Pursuant to the requirements of the Growth Management Act, the Plan will be updated on an annual basis, and any changes in the fee schedule(s) adjusted accordingly. ! The Plan establishes the District's"standard of service" in order to ascertain the District's current and future capacity. While the State Superintendent of Public , Instruction establishes square footage guidelines for capacity, those guidelines do not account for the local program needs of the District. The Growth Management Act and the school impact fee ordinance authorize the District to define its standard of service based on the District's specific needs. In general, the District's current standard provides that class size for grades K-2 should not exceed 25 students; class size for grades 3-4 should not exceed 27 students; class size for grade 5 should not exceed 30 , students. When averaged over the six elementary grades, this computes to 26 5 students per classroom. Class size for grades 6-12 should not exceed 30 students, with some subject areas restricted to lesser numbers (See Section III for more specific information.) , The capacity of the schools in the District is calculated based on this standard of service and the existing inventory of facilities including transitional classrooms. The District's 2004-05 capacity was 12,883 whereas Full Time Equivalent ("FTE") enrollment for this same period was 13,031.89 The actual number of individual students was 13,672 as of October 1, 2004 (See Section V for more specific information.) 2 The capital construction plan shown in Section VI addresses the additions to the District's existing facilities currently underway and provides for a new high school approved by the voters in February 2003 and the addition of two new elementary schools approved by the voters in February 2005 Also, the acquisition of a new middle school site and construction of a new middle school is needed to accommodate growth. The new facilities are required to meet the projected student population increase to be ' generated from the large development areas within the Auburn School District Two areas that have significant impact on the school district are the Lakeland South and the Lea Hill areas of the district. There are other pockets of development that impact the ' District as well. The Pierce County area includes most of the Lakeland South development and some adjacent undeveloped properties. The City of Kent has an area of approximately 158 acres that was sold to developers in 2004. The School Impact Fee Ordinances adopted by King County, Pierce County, the City of Auburn and City of Kent provide for the assessment of impact fees to assist in meeting some of the fiscal impact incurred by a District experiencing growth and development. ' Section VII sets forth the proposed school impact fees for single family and multi-family dwelling units. The student generation factors have been generated using the students who actually attend school in the Auburn School District from single family and multi- family developments constructed in the last five years. The method of collecting the data is with the use of GIS mapping software, data from King County and Pierce County GIS, and to integrate the mapping with student data from the District data system. This ' method gives the District actual student generation numbers for each grade span for identified developments. This data is contained in Appendix A.3. I 1 ' 3 Aubum School DisW No 408 CAPITAL FACIUTIES PLAN 2WS fhrolMh 2011 EXECUTIVE SUMMARY , CAPITAL FACILITIES PLAN CHANGES FROM 2004 TO 200S Listed below is a summary level outline of the changes from the 2004 Capital ' Facilities Plan that are a part of the 2005 Plan The changes are noted by Section for ease of reference. Executive Summary A. Updated to reflect new information within the Plan. ' B. Summary level list of changes from previous year 129 Enrollnment Projections Updated projections. See Appendices A.1 &A.2. Stan Service ' A. Increase in English as a Second Language program required 1 additional classroom at the high school level. B. Increase of 2 computer labs at high school level. C, Increase of 4 leaming specialist classrooms at elementary level D Increase of 1 early childhood classroom at elementary level Inventory of Facilides A Updated to include Auburn Mountainview High School in inventory opening 2005. B. Updated to reflect addition of 3 relocatable units at Lea Hill Elementary School. and 2 relocatables units at Mt. Baker Middle School. pupil Capacity , A. Updated to include Auburn Mountainview High School in inventory opening 2005. B. Updated to reflect addition of 3 relocatable units at Lea Hill Elementary School. and 2 relocatables units at Mt. Baker Middle School. i 1 i 4 ' Auburn Sdad DbMd No.406 CAPITAL FACILITIES PLAN 2005 through 2011 ' EXECUTIVE SUMMARY 1 Section VII Impact Fees CHANGES TO IMPACT FEE DATA ELEMENTS 2004 to 2005 CPF CPF DATA ELEMENTS 2004 2005 EXPLANATION Student Generation Factors Single Family Consistent with King County Ordinance 11621, Elementary 0.2964 0.3216 Student Generation Factors are calculated Mid School 0.1353 0.1584 by the school district based on district Sr. High 0.1503 0.1632 records of average actual student generation Multi-Family rates for new developments constructed ' Elementary 0.0846 0.0687 over the last five years. Mid School 0.0455 0.0462 Sr. High 0.0533 00486 Boeckh Index $129 81 $129.81 Updated to projected SPI schedule(G. Beck) Match% -State 54.19% 55.86% Updated to current SPI schedule. Match% -District 45.81% 44.14% Computed ' District Average AV Single Family $206,623 $218,805 Updated from February 2005 King County Dept of Assessments data. Multi-Family $52,994 $55,264 Updated from February 2005 King County tDept of Assessments data using weighted 1 average Debt Sery Tax Rate $2.18 $2.49 Current Fiscal Year GO Bond Int Rate 4.35% 4 63% Current Rate(Bond Buyers 20 Index 3-05) Section VIII Appendices Appendix A 1 -Updated enrollment projections from October 1, 2004 Appendix A 2- Updates enrollment projections with anticipated buddout schedule. ' Appendix A.3-Student Generation Survey ' 5 i iAubum School District No. 408 Capital Facilities Plan 2005 through 2011 L Section II Enrollment Projections f i � L i f! a i i L 6 Aubum SOod Diwitt No 408 CAPITAL FACILITIES PLAN 2006throuph 2011 ENROLLMENT PROJEC'nON3 The Auburn School District uses a modified cohort survival model to project future enrollment for all ' of the District's operations. Table 11.1 is an extract from the comprehensive projection model found in Appendix A.2 titled"CAPITAL FACILITIES PLAN Enrollment Projections". This Table shows the anticipated enrollment for the next six years based on the previous 13 year history of the District under the assumptions set forth in the comprehensive projections,Appendix A.1, and the projection for additional students generated from the Lakeland South and Lea Hill areas as shown in Appendix A 2 TABLE ASD ENROLLMENT 11.1 PROJECTIONS Oct 2004 ACTUAL PROJ PROJ PROJ PROJ PROJ PROJ GRADE 2004-2005 2005-2006 2006-2007 2007-2008 2008-2009 2009-2010 2010-2011 KDG 892 917 936 936 9" 952 981 1 960 976 992 1011 1011 1019 1027 2 992 994 1001 1016 1035 1035 1043 3 918 1042 1035 1041 1056 1075 1075 4 1016 968 1082 1074 1081 1096 1114 5 1 957 1062 1004 1118 1 1110 1116 1131 K-5 5735 5959 6051 6196 6236 6293 6352 6 1020 1004 1099 1040 1154 1146 1153 7 1124 1061 1035 1130 1071 1185 1177 8 1130 1165 1093 1066 1160 1102 1215 6-8 3274 1 3231 3227 3236 3385 3432 3545 9 1461 1560 1582 1509 1482 1576 1517 10 1261 1343 1430 1451 1378 1351 1445 11 1055 1153 1225 1311 1333 1259 1232 12 886 959 1048 1119 1206 1227 1154 9- 12 4663 5014 5285 1 5391 5398 5414 5349 TOTALS 13672 14204 14563 1 14823 15020 16139 15246 GRADES K-12 2004-2005 2005-2006 2006-2007 2007-2008 2008-2009 2009-2010 2010-2011 K-5 w/K @ 1/2 5289 5501 5583 5728 5764 5817 5871 6-8 3274 3231 3227 3236 3385 3432 3545 9-12 4663 5014 5285 5391 5398 5414 5349 K-12 w/K 1/2 13225 13745 14095 14355 14648 14663 14766 7 i Aubum School District No. 408 Capital Facilities Plan 2005 through 2011 I Section III Standard of Service f� B Aubum Sdwd Oiabid No 408 CAPITAL FACILITIES PLAN 2005through 2011 STANDARD OF SERVICE The School Impact Fee Ordinances adopted by King County, Pierce County, the City of Auburn and the City of Kent indicate that each school district must establish a "Standard of Service"in order to ascertain the overall capacity to house its projected student population. The Superintendent of public instruction establishes square footage "capacity"guidelines for computing state funding support. The fundamental purpose of the SPI guidelines is to provide a vehide to equitably distribute state matching funds for school construction projects. By default these guidelines have been used to benchmark the district's capacity to house its student population. The SPI guidelines do not make adequate provision for local district program needs, facility configurations, emerging educational reform, or the dynamics of each student's educational program. The Auburn School District Standard of Service addresses those local considerations that require space in excess of the SPI guidelines. The effect on the space requirements for both permanent and relocatable facilities is shown below for each grade articulation pattern. Conditions that may result in potential space needs are provided for information purposes without accompanying computations. OVERVIEW The Auburn School District operates twelve elementary schools housing 5,735 students in grades K through 5 The 867 Of the 1192 Kindergarten students attend 112 days throughout the year Grades 'I through 5, plus 25 kindergartners,attend on a full day basis. When converted to a full time equivalence the K-5 enrollment is 5,302. Four middle schools house 3,274 students in grades 6 through 8 The District operates two comprehensive senior high schools and one alternative high school housing 4,663 ` students in grades 9 through 12. The District will open the fourth high school in the fall of 2005 CLASS SIZE The number of pupils per classroom determines the number of classrooms required to house the student population. Class sizes are subject to collective bargaining. Changes to class size agreements can have significant impact on available space The current pupillteacher limit across all elementary programs is an average of 26.5 students per teacher Consistent with this staffing limit, room capacities are set at 26.5 students per room at grades K-5. At grades 6- 12 the limit is set at 30 pupils per room The SPI space allocation for each grade articulation level, less the computed reduction for the Auburn School District Standard of Service, determines the District's capacity to house projected pupil populations. These reductions are shown below by grade articulation level ELEMENTARY SCHOOLS STRUCTURED LEARNING AND BEHAVIOR AND DEVELOPMENTALLY DISABLED SPECIAL EDUCATIOI The Auburn School District operates a structured learning program for students with moderate disabilities at the elementary school level which currently uses nine classrooms to provide for 80 students. The housing requirements for this program are provided for in the SPI space guidelines. No loss of capacity is expected unless population with disabilities grows at a disproportionate rate compared to total elementary population 9 Aubum Schad District No 408 CAPITAL FACILITIES PLAN 2006through 2011 STANDARD OF SERVICE SPECIAL EDUCATION RESOURCE ROOMS The Auburn School District operates a resource room program at the elementary level for special education students requiring instruction to address their specific disabilities Fifteen standard classrooms are required to house this program.The housing requirements for this program exceed the SPI space guidelines by ten standard classrooms. The loss of capacity is expected as growth in program is larger than the total elementary population. Loss of Permanent Capacity 10 rooms @ 26 5 each= (265) Loss of Temporary Capacity 0 rooms @ 26.5 each= 0 Total Capacity Loss (265) NATIVE AMERICAN RESOURCE ROOM The Auburn School District operates one resource room to support the education of Native American students at the elementary level. One standard classroom Is fully dedicated to serve these students. Loss of Permanent Capacity 1 room @ 26.5 each= (27) Loss of Temporary Capacity 0 rooms @ 26.5 each= 0 Total Capacity Loss (27) HEAD START The Auburn School District operates a Head Start program for approximately 118 youngsters in six sections of 1/2 day in length. The program is housed at Evergreen Heights Elementary School and * utilizes three standard elementary classrooms and auxiliary office space. The housing requirements for this program are not provided for in the SPI space guidelines. t Loss of Permanent Capacity 3 rooms @ 26.5 each= (80) Loss of Temporary Capacity 0 rooms @ 26.5 each= 0 Total Capacity Loss (80) rEARLY CHILDHOOD SPECIAL EDUCATION The Auburn School District operates a pre-school program for young children with disabilities below age five. This program is housed at nine different elementary schools and currently uses nine standard classrooms.The housing requirements for this program are not provided for in the SPI space guidelines. Loss of Permanent Capacity 9 rooms @ 26.5 each= (239) Loss of Temporary Capacity 0 rooms @ 26.5 each= 0 Total Capacity Loss (239) 10 Aubum SOW Dfstrtct No 408 CAPITAL FACILITIES PLAN 2005 d oUgh 2011 { STANDARD OF SERVICE I READING LABS The Auburn School District operates a program for students needing remedlation and additional language arts instruction These programs utilize non-standard classroom spaces if available in each elementary school. Four elementary schools do not have non-standard rooms available,thus they are housed in a standard classroom.The housing requirements for this program are not provided for in the SPI space guidelines. Loss of Permanent Capacity 4 rooms @ 26.5 each= (106) Loss of Temporary Capacity 0 rooms @ 26.5 each= 0 Total Capacity Loss (106) MUSIC ROOMS The district elementary music programs require one acoustically modified classroom at each elementary school for music instruction. The housing requirements are not provided for in the SPI space guidelines. Loss of Permanent Capacity 12 rooms @ 26.5 each= (318) Loss of Temporary Capacity 0 rooms C 26.5 each= 0 Total Capacity Loss (318) ENGLISH AS A SECOND LANGUAGE PROGRAM The Auburn School District operates a pullout program at the elementary school level for students learning English as a second language This program requires twelve standard classrooms that are not provided for in the SPI space guidelines Loss of Permanent Capacity 12 rooms @ 26.5 each= (318) Loss of Temporary Capacity 0 rooms @ 26 5 each= 0 Total Capacity Loss (318) SECOND GRADE TOSA PROGRAM E The Auburn School District provides a TOSA reading specialist program for nine highly impacted elementary schools. This pullout model provides direct instruction to students who are not at grade i level and do not receive other services. This program requires nine standard classrooms that are not provided for in the SPI space guidelines. Loss of Permanent Capacity 9 rooms @ 26 5 each= (239) Loss of Temporary Capacity 0 rooms @ 26.5 each= 0 Total Capacity Loss (239) ELEMENTARY LEARNING SPECIALIST PROGRAM The Auburn School District provides a learning specialist program to increase literacy skills for first and second graders. This program model has been created from the 1-728 funds and currently has the specialist going into existing teacher classrooms, as well as pulling out students into designated classrooms. The district is utilizing classrooms at all twelve elementary schools. Loss of Permanent Capacity 12 rooms @ 26.5 each= (318) Loss of Temporary Capacity 0 rooms @ 26.5 each= O Total Capacity Loss (318) 11 Auburn School DMIct No.408 CAPITAL FACILITIES PLAN 2005through 2011 STANDARD OF SERVICE MIDDLE SCHOOLS STRUCTURED LEARNING CENTER AND DEVELOPMENTALLY DISABLED SPECIAL EDUCATION The Auburn School District operates two structured learning classrooms at the middle school level for students with moderate disabilities. One developmentally disabled classroom for students with profound disabilities. The housing requirements for this program are provided in the SPI space allocations. ACCESS SPECIAL EDUCATION The Auburn School District provides a transition program for students with behavioral disorders. The program is housed at one of the middle schools and uses one classroom The housing requirements for this program are provided in the SPI space allocations SPECIAL EDUCATION RESOURCE ROOMS The Auburn School District operates a resource room program for each grade at the middle school level. This is to accommodate special education students needing remedial instruction to address their specific disabilities. Three classrooms per school(twelve total)are required to provide for approximately 300 students. The housing requirements for this program are not entirely provided for in the SPI space guidelines. MIDDLE SCHOOL COMPUTER LABS The Auburn School District operates a minimum of one computer lab at each middle school.This program utilizes a standard classroom per middle school The housing requirements for this program are not provided for in the SPI space guidelines Loss of Permanent Capacity 4 rooms @ 30 each= (120) Loss of Temporary Capacity 0 rooms Q 30 each= 0 t Total Capacity Loss (120) ENGLISH AS A SECOND LANGUAGE The Auburn School District operates a pullout program at the middle school level for students learning English as a second language. This program requires four standard classrooms that are not provided for in the SPI space guidelines Loss of Permanent Capacity 4 rooms 30 each= (120) Loss of Temporary Capacity 0 rooms 30 each= 0 Total Capacity Loss (120) ROOM UTILIZATION The Auburn School District provides a comprehensive middle school program that includes elective options in special interest areas Facilities to accommodate special interest activities are not amenable to standard classroom usage The district averages 95%utilization of all available teaching stations. SPI Report#3 dated 11/09/04 identifies 151 teaching stations available in the mid-level facilities. The utilization pattern results in a loss of approximately 8 teaching stations. Loss of Permanent Capacity 8 rooms go 30 each = (240) Loss of Temporary Capacity 0 rooms @ 30 each= 0 Total Capacity Loss (240) 12 Aubum School Distnd No 408 CAPITAL FACIUTIES PLAN 2M through 2011 STANDARD OF SERVICE SENIOR HIGH SCHOOLS SENIOR HIGH COMPUTER LABS The Auburn School District operates two computer labs at each of the senior high schools This program utilizes two standard classrooms at comprehensive high schools and one at West Auburn. The housing requirements for this program are not provided for in the SPI space guidelines Loss of Permanent Capacity 7 rooms @ 30 each= (210) Loss of Temporary Capacity 0 rooms®30 each= 0 Total Capacity Loss (210) ENGLISH AS A SECOND LANGUAGE The Auburn School District operates a pullout program at both comprehensive high schools for students learning English as a second language. This program requires five standard classrooms that are not provided for in the SPI space guidelines. Loss of Permanent Capacity 5 rooms Q 30 each= (150) Loss of Temporary Capacity 0 rooms @ 30 each= 0 Total Capacity Loss (150) STRUCTURED LEARNING CENTER PROGRAM The Auburn School District operates three structured learning center classrooms for 40 students with moderate to severe disabilities. The housing requirements for this program are provided in the SPI space guidelines. SPECIAL EDUCATION RESOURCE ROOMS The Auburn School District operates a resource room program at the senior high level for special education students requiring instruction to address their specific learning disabilities. The current senior high school program requires sixteen classrooms to provide for approximately 420 students. The SPI space guidelines provide for one of the sixteen teaching stations Loss of Permanent Capacity 15 rooms @ 30 each= (450) Loss of Temporary Capacity 0 rooms @ 30 each= 0 Total Capacity Loss (450) PERFORMING ARTS CENTERS Auburn High School includes 25,000 square feet used exclusively for a Performing Arts Center The SPI Inventory includes this space when computing unhoused student capacity. This space was not intended for nor is it usable for classroom instruction. It was constructed to provide a community center for the performing arts. Using SPI capacity guidelines, 25,000 square feet computes to 208 unhoused students or 8.33 classrooms. Loss of Permanent Capacity 8 33 rooms @ 30 each= (250) l 13 i Aubum School District No 408 CAPITAL FACILITIES PLAN =6 through Mi STANDARD OF SERVICE ROOM UTILIZATION The Auburn School District provides a comprehensive high school program that includes numerous elective options in special interest areas. Facilities to accommodate special Interest activities are not amenable to standard classroom usage. The district averages 95%utilization of all available teaching stations. SPI Report#3 dated 11/09/04 identifies 148 teaching stations available in the senior high facilities The utilization pattern results in a loss of approximately 15 teaching stations. Loss of Permanent Capacity 15 rooms 30 each= (450) Loss of Temporary Capacity 0 rooms 30 each= 0 Total Capacity Loss (450) STANDARD OF SERVICE COMPUTED TOTALS ELEMENTARY Loss of Permanent Capacity= (1,908) Loss of Temporary Capacity 0 Total Capacity Loss (1,908) MIDDLE SCHOOL Loss of Permanent Capacity= (480) Loss of Temporary Capacity 0 Total Capacity Loss (480) SENIOR HIGH Loss of Permanent Capacity= (1,510) Loss of Temporary Capacity 0 Total Capacity Loss (1,510) TOTAL Loss of Permanent Capacity= (3,898) Loss of Temporary Capacity 0 Total Capacity Loss (3,898) 14 Aubum School District No 408 Capital Facilities Plan 2005 through 2011 Section IV Inventory of Facilities 16 Aubum School District No 408 CAPITAL FACILITIES PLAN 2005 throb Mill INVENTORY OF FACILITIES Table IV.1 shows the current inventory of permanent district facilities and their OPSI rated capacities. Table IV.2 shows the number and location of each portable unit by school. The district uses relocatable facilities to: 1. provide interim housing in school attendance areas uniquely impacted by increasing school populations that would otherwise require continual redistricting. 2. make space available for changing program requirements and offerings determined by unique strident needs,and 3. provide housing to cover district needs until permanent facilities can be financed and constructed. Relocatable facilities are deemed to be interim,stop gap measures that often place undesirable stress on existing physical plants. Core facilities(i.e.gymnasiums,restrooms,kitchens, labs,lockers,libraries,etc.)are not of sufficient size or quantity to handle the increased school population served by adding relocatable classrooms. Table Permanent Facilities District School Facilities IV.1 @ OSPI Rate Capacity (November 2004) Building Capacity Acres Address Elementary Schools Washington 553 5.40 20 E Street Northeast,Auburn WA 98002 Terminal Park 450 6.70 1101 D Street Southeast,Auburn WA 99002 Dick Scobee 618 10.50 1031 14th Street Northeast,Auburn WA 9W02 Pi oneer 467 8.30 2301 M Street Southeast,Auburn WA 98002 Chinook 543 8.75 3502 Auburn Way South Auburn WA 98092 Lea Hill 516 10.00 30908 124th Avenue Southeast,Auburn WA 98092 Gildo Rey 596 10.00 1 1005 37th Street Southeast,Auburn WA 98002 Eve Hei 512 8.09 5602 South 316 Auburn WA 48001 Ai 554 El 310 Milwaukee Boulevard North Pacific WA 98047 Lake View 667 16401 Southeast 318th Street Auburn WA 98092 Hazelwood 648 11815 Southeast 304th S Auburn WA 98092 Ilalko 657 301 Oravetz Place Southeast,Auburn WA 98092 ELEM CAPACITY 6,781 Middle Schools Cascade 902 17.30 1 1015 24th Street Northeast, Auburn WA 98002 -Olympic 970 17.40 1825 K Street Southeast,Auburn WA 98002 Rainier 916 26.33 130620 116th Avenue Southeast, Auburn WA,98092 Mt.Baker 913 30.88 1 620 37th Street Southeast Auburn WA 98002 MS CAPACITY 3,741 Senior Me Schools j West Auburn 250 5.10 1401 West Main S Auburn WAI 98001 Auburn Senior Hiah 2,485 18.60 800 Fourth Street Northeast Auburn WA 98002 Auburn Riverside HS 1,503 33.00 501 Oravetz K Auburn WA 98092 Auburn Mountainview HS 1,551 4000 28900 12e Ave SE Auburn,WA 98092 SH CAPACITY 5,729 TOTAL CAPACITY li5ll 78 i i Auburn School DMict No 408 t CAPITAL FACILITIES PLAN 2005 through 2011 INVENTORY OF FACILITIES TABLE TEMPO RARY/RELOCATABLIe 2 IV FACILITIES INVENTORY March 20011 Elemenlary Location 2004-05 2005-06 2006-07 2007-08 2008-09 2009.10 2010-11 Washington 0 0 0 0 0 0 0 Terminal Park 2 2 2 2 2 2 2 Dick Scobee 3 3 3 3 3 3 3 Pioneer 3 3 3 3 3 3 3 Chinook 5 5 5 5 5 5 5 Lea Hill 2 5 5 5 2 2 2 Giido Rey 6 6 6 6 6 6 6 Evergreen Heights 0 0 0 0 0 0 0 Alpac 2 2 2 2 2 2 2 Lake View 2 2 2 2 2 2 2 Hazelwood 0 0 0 0 0 0 0 Ilalco 5 1 5 5 1 3 1 3 3 1 3 TOTAL UNITS 30 33 33 31 28 28 28 TOTAL CAPACITY 795 875 875 822 742 742 742 Middle School Location 2004-05 2005-06 2006-07 2007-08 2008-09 2009-10 2010-11 Cascade 0 0 0 0 0 0 0 Olympic 0 0 2 4 4 4 4 Ratnrer 5 5 5 8 8 8 8 Mt. Baker 2 4 6 8 8 6 6 TOTAL UNITS 7 9 13 20 20 18 18 TOTAL CAPACITY 210 270 390 600 600 540 540 Sr High School Location 2004-05 2005-06 2006-07 2007-08 2008-09 2009-10 2009-10 West Aubum 0 0 0 0 0 0 0 Aubum 12 12 12 12 12 12 12 Auburn Riverside 15 10 10 10 10 10 10 Aubum Mountarnwew NA 0 0 0 0 0 0 TOTAL UNITS 27 22 22 22 22 22 22 TOTAL CAPACITY 810 660 660 660 660 660 660 COMBINED TOTAL UNITS 64 64 6a 73 70 8e 68 COMBINED TOTAL CAPACITY 1 815 1,805 1,825 2 082 2 002 1,g42 1,942 17 i i Aubum School District No. 408 Capital Facilities Plan 2005 through 2011 Section V Pupil Capacity 18 1 Auburn School Disincl No 408 CAPITAL FACILITIES PLAN 2005 through 2011 PUPIL CAPACITY While the Auburn School District uses the SPI inventory of permanent facilities as the data from which to determine space needs,the Districts educational program requires more space than that provided for under the formula This additional square footage is converted to numbers of pupils in Section 111,Standard of Service The Distncrs capacity is adjusted to reflect the need for additional space to house its programs Changes In the capacity of the district recognize new unfunded facilities and the elimination of the facility that formerly housed the Alternative Jr.High The combined effect of these adjustments is shown on Line 8 in Tables V 1 and V 2 below Table V 1 shows the Distids capacity with relocatable units included and Table V2 without these units. Table V.1 Capacity NTH relocatables 2004-05 1 2005-06 2006.07 2007-08 2008-09 2009-10 2010-11 A SPI Capacity 14,760 14,760 16,260 16,860 17.460 17,460 18,260 A 1 SPI Capacity-New Elam 600 600 11 A2 SPI Capacity-New MS 1 800 A3 SPI Capacity~Sr High 1,500 B. CapacityAdjusbYlents 1,870 2,133 2,130 1973 2,053 ,113 2113 C Net Capacity 12,890 14,127 14,730 15,487 15,407 16,147 16,147 D. ASO Enrollment 13,672 14,204 14,563 14,823 15,020 15.139 15,245 E ASD Surplus/Deficit (702) (77) 167 883 307 11008 902 CAPACITY ADJUSTMENTS Exclude At JH (40) (40) (40) (40) (40) (40) (40) Include Relocatabie 1,815 1,805 1,925 2,082 Z002 1,942 1,942 2J Exclude SOS 12 3,645 (3.898)14,015 4 015 (4,015)14,015 4 015 Total Adjustments (1,8f0) (2,133) (2,130) (1,973) (x053)1 (2,113) (2,113) Table V.2 Capacity WITHOUT relocatables 2004-05 714,76016,2�60 2007-08 2008-09 2009-10 2010-11 A. SPI Capacity 14,760 16,860 17.460 17,460 18,260A1 SPI Capacity-New Elam 800A 2 SPI Capacity-New MS I 800 A.3 SPI Capacity-New Sr High B. Capacity Adjustments 3 685 4 055 4 D55 4,055 4 055C Net Capacity 11,075 13,405 13,406 14.205 14,205 D ASD Enrollment 13,672 14,204 14,563 14,823 15,020 15,139 15,245 E. ASD Surplus/Defldt (2,597) (1,881) (1,758) (1,418) (1,615) (934) (1.040) CAPACITY ADJUSTMENTS Exclude Aft JH (40) (40) (40) (40) (40) (40) (40) 21 Exclude SOS 12 3,645 (3,898)1 (4,015)1 4,015 (4,015) 4,015 TotalAd)ushnenb (3.885) (3,938) (4,055) (4,055) (4,055) (A065)1 (4,055) 1/New facilities shown in 2009-10 are not funded under the current Capital Facilities Plan. , y The Standard of Service represents 24 69%of SPI capacity When new facilities are added the Standard of Service computations are decreased to 20 260A of SR capacity V Students beyond the capacity are sccomodated in non-classroom spaces(commons,library,theater) as well as rented space , 19 Aubum School District No 408 Capital Facilities Plan 2005 through 2011 Section VI Capital Construction Plan i - i i 20 t Aubum Sdiod DisWd No.408 CAPITAL FACILITIES PLAN 2008 thmuyh 2011 CAPITAL CONSTRUCTION PLAN The formal process used by the Board to address current and future facility needs began in 1974 with the formation of a community wide citizens committee The result of this committee's work was published in the document titled'Guidelines for Development.' In 1985 the Board formed a second Ad Hoc citizens committee to pick up from the work of the first and address the needs of the District for subsequent years The work of this committee was published in the document titled 'Directions for the Nineties.' In 1995 the Board commissioned a third Ad Hoc citizens committee to make recommendations for improvements to the District's programs and physical facilities The committee recommendations are published in the document titled 'Education Into The Twenty-First Century--A Community Involved.' The 1995 Ad Hoc committee recommended the District develop plans for the implementation,funding, and deployment of technology throughout the District's programs The 1996 Bond proposition provided funding to enhance the capacity of each facility to accommodate technological applications The 1998 Capital Levy provided funding to further deploy technology at a level sufficient to support program requirements in every classroom and department In addition to the technology needs of the District the Ad Hoc committee recognized the District must prepare for continued student enrollment growth. As stated in their report, "the District must pursue an appropriate high school site as soon as possible" The Ad Hoc recommendation included commentary that the financing should be timed to maintain consistent rates of assessment. A proposition was approved by the voters on April 28, 1998 that is providing$8,000,000 over six years to address some of the technology needs of the District; and$5,000,000 to provide funds to acquire school sites. During the 1997-98 school year a Joint District Citizen's Ad Hoc Committee was appointed by the Aubum and Dieringer School Boards to make recommendations on how best to serve the school population that will come from an area that includes a large development known as Lakeland South. Lakeland South is immediately adjacent to the southern boundary of the Aubum School Distnd. On June 16, 1998 the Ad Hoc Committee presented its recommendation at a joint meeting of the Aubum and Dieringer Boards of Directors. On June 22, 1998 the Aubum School Board adopted Resolution No 933 authorizing the process to initiate the adjustment of the boundaries of the District in accordance with the Ad Hoc Committee's recommendation. On June 23, 1998 the Diennger School Board adopted a companion Resolution No.24-97-98 authorizing the process to initiate the adjustment of the boundaries in accordance with the Ad Hoc Committee's recommendation. These actions resulted in the transfer of an area from Dieringer to Aubum containing most of the Lakeland South development and certain other undeveloped properties. Development in this area is progressing at an aggressive rate In April of 2002,the Board formed a fifth citizen's Ad Hoc committee to address the following two items and make recommendations to the board in the fall of 2002: a. A review of the conclusion and recommendations of 1985 and 1995 Ad Hoc Committees related to accommodating high school enrollment growth. This includes the review of possible financing plans for new facilities. b. Develop recommendations for accommodating high school enrollment growth for the next 10 years if a new senior high school is not built. This committee recommended the board place the high school on the ballot for the fifth time in February 2003. The February election approved the new high school at 68 71%yes votes The school is currently under construction and will open in the Fall of 2005. 21 Auburn School District No 408 CAPITAL FACILITIES PLAN 2005 through 2011 CAPITAL CONSTRUCTION PLAN In the Fall of 2003 the school board directed the administration to begin the planning and design for Elementary 013 and Elementary#14. In the fall of 2004,the Auburn School Board passed resolution 01054 to place on the ballot in February 2005 two elementary schools(Elementary#13 and Elementary#14). The voters approved the ballot measure in February at 64 72%. Elementary#13 will be built in the Lakeland area on a 12 acre site the district owns Elementary#13 is scheduled to open in the Fall of 2006 Elementary#14, scheduled to open in the Fall of 2007,will be constructed on a 10 acre site the district owns in the Lea Hill area. The District is projecting an additional 1790 students within the six year period including the Lakeland and Lea Hill areas This increase in student population will require the construction of two new elementary schools, and the acquisition of a new middle school site and construction of a middle school during the six year window. Based upon the DWcNs capacity data and enrollment projections,as well as the student generation data included in Appendix A.3,the District has determined that approximately eighty-one percent of the capacity improvements are necessary to serve the students generated from new development,with the remaining additional capacity required to address existing need. The table below illustrates the current capital construction plan for the next six years. The exact timelines are wholly dependent on the rate of growth in the school age population 2004-11 Capital Construction Plan March 2005 Funded Projected Fund Project Timelines Project as of Cost Source Mar-05 04-05 05-06 06-07 1 07-08 1 08-09 09-10 10-11 All Facilities- 1998 Technology Yes $8,000,000 6 Year XX Modernization Cap Levy All Facilities- 2008 Technology Yes $12,000,000 6 Year XX XX XX XX XX XX Modernization I Cap Levy Impact Portables Yes $700,000 Fees XX XX XX XX 1/ Property Purchase New Middle Yes $5,000,000 XX XX School Bond ]J Elementary#13 Yes $15,600,000 Impact XX XX XX Fees const const open Bond 1/ Elementary#14 Yes $15,600,000 Impact XX XX XX XX Fees plan const const open 1/ Middle School#5 No $30,000.000 XX XX XXLo=en Ian const C% Bond 1! New Sr. High Yes $58,500,000 Impact XX XX Fees const open 1/These funds may be secured through local bond issues,sale of real property,impact fees,and state matching funds The District currently is not eligible for state assistance at the elementary school level 22 Aubum School District No. 408 Capital Facilities Plan O through Section VII _ Impact Fees 23 j 1 {Ep O e0 O tl W Ol N b ? W Cf O O !7 T. E m O 0 U. O « O �. LL CO1- N ' }qg LL ♦ 0 0 qH U. m m N {� U NNN » m M d m N Y y� N N N M tow � E ^Zb N lL g p tl b ILLL ♦ to N♦ U. N p p a LL mmm m p N O N O N^ V d f h m�m A V 0 0 ( m Y • y N N N N y N M N N w N N N N N N M Umm 2 p $ g � 3 Mo 0 o a o 0 0 M o 0 0 $ 00 0 c c SZ Q1 L P r g $Q c♦p ~ a V' LL N m a�a C7 LL A CU my i0 LD LL N m U' LL N Yf mf f7 � M 0 0 0 IFo 0 0 F 0 00 o 0 0 L N V LLQ oo p laL « 9 'L. N .. pp pp LL A N S O U) N yj m Lo UT LL {Nm7 .9 a � e� E � � U. Llmm '� € Sci oo E m � 000 $ � � wvmin � F- U. IL ar°- m1! U! O x x V N Or S CO) e p p m �. U) m a� O N t�l lh N q O N m a UI N i LL 3 LL x LL C T x x 8 m LL N y « ggp U %6 0 m V O M H x _t N N N i S ~ � � (0pJ0 a � LL �N � � LL N � N N N C� g W x NMN C W . m $ c $ _ ~ D m iijw uc!`v CO m n m V CL A Id E U) LL wain LL Li w � t`n ti w � /`f 'L z Z f Auburn School District No 408 CAPITAL FACILITIES PLAN 2006 through 2011 V. Tar CREDIT PER R SIDEN re Formula. Expressed as the present value of an annuity TC=PV(interest rate,discourd perlod average asad value x tax rate) Ave Resid Curt Dbt Sery Brid Byr Indx Numb of Tax Credit Tax Credit Asad Value Tax Rate Ann Int Rate Years Single Family Mu10 Family Single Family $218.805 $2 49 4 63% 10 1 S4,283.62 MutB Family S55,264 $2.49 4.63% 10 r S1,081.92 VI. DEVELOPER PROVIDED FACWN 00 Formula: (Value of She or Fad9y/Number of dwelling units) Value No of Units Fad[Credit Single Family $0 00 1 $0.00 Multi Family $0.00 1 r $0.00 FEE PER UNIT IMPACT FEES RECAP Singh Muili SUMMARY FarrillyFami Ste Costs $726 31 $211 84 Permanent Facility Const Costs $10.319 52 $5,091 67 Temporary Facility Costs $34 76 $7 43 State Match Credit ($4,434 25) ($1,156 42) Tax Credit ,283 62 31,081 92 FEE(No Discount) $11,362 73 $3,072.60 FEE(50%Discount) $5.691.36 $1,536 30 FadO Oedft $0.00 $0.00 Not Fee DwI en $5,6e1.36 s+,s36.Jo 25 , r Q Ct p ppO Ol A p •g fG � W G N N aD Yp �Y N m h O m N N ' h V 0 0 M h < M N V p Q A ♦ y 0 m 00032 "• Hf N N ^ p p 0 0 S N40 c0 f N d N N IO $ N n W aD Y 1� Y 40 Y Y oW Ncrwr Yin ? 000 o � ` g g N p Q� mop pp � n `m �i o °e p�pf a � a oNj O O , N N N YY N N m fn O m ► h 0 0 LL9 f N N Y LL. Yf N 4Z in ,o 'gyp oO � o n allo 00 � Na Q W r 32 N `° O m N N M m co �o ri O » ZJ N _ F t y iL J 8 y aea � � m �D O g N N ap n N a0 W O n I+YI 1,44 A N LL. b O O N h N Y A f �O O tp ^ a O N N ee �f1 8 t0 t�i a0 Z. Q N W S 6 a N `� vC ILL LL N ' Gi pWG co ui U. @Q �S 8 m 7f N O L fp CC O q .�pq g@ $ a O N pE m OT a m o LL m O ~ 9gg O i E81 OM m $ U. TaU)�jj .e N Eu. 12 88 e LL 1 t � y 0 9 c n ? e S U3itU) w .@ C v� in � N m a0y� E oa (oy� � � EIg L22 U) VJ W 2 Q m Q h m N a !! LL LL LL U IL E U U U E Lj. 83LLL yOa � � e� o LLLL fa ao E E n i G a Auburn School District No. 408 j Capital Facilities Plan s 2005 through 2011 Section VIII Appendix Appendix A.1 - Student Enrollment Projections Appendix A.2 - CAPITAL FACILITIES PLAN Enrollment Projections Appendix A 3 - Student Generation Survey 27 i 1. Factor 2 -Average Pupil Change by Grade Level This factor is the average change at each grade level over the 13 or 6-year period. 3. Factor 3—Auburn School District Kindergarten Enrollment as a Function of King County Live Births. jThis factor calculates what percent each kindergarten class was of the King County live births in the 5 previous years. From this information has been extrapolated the kindergarten pupils expected for the next 4 years. Table 3—Proiection Models—pages 5-13 This set of tables utilizes the above mentioned variables and generates several projections. The models are explained briefly below. ❑ Table 3.13 (pg 5)—shows a projection based on the 13-year average gain in kindergarten(Factor 2)and the 13-year average change between grade levels (Factor 1). The data is shown for the district as a whole. ❑ Table 3.6 (pg 5)—shows a projection using the same scheme as Table 3.13 except it shortens the historical to only the most recent 6 years. ❑ Table 3.13A and 3.6A(pg 6)—uses the same factors above except Factor 3 is substituted for Factor 2. The kindergarten rates are derived from the King County live births instead of the average gain. ❑ Tables 3E.13, 3E.6, 3E.13A,3E.6A(pg 7)—breaks out the K-5 grades from the district projection. Summary level data is provided for percentage gain and pupil gain by grade articulation. ❑ Tables 3MS.13, 3MS.6, 3MS.13A, 3MS.6A (pg 8)—breaks out the 6-8 grades from the district projection. Summary level data is provided for percentage gain and pupil gain by grade articulation. ❑ Tables 3SH.13,3SH.6,3SH.13A, 3SH.6A(pg 9)—breaks out the 9-12 grades from the district projection. Summary level data is provided for percentage gain and pupil gain by grade articulation. ❑ Table 4(pg 10)—Collects the four projection models by grade group for ease - of comparison. ❑ Table 5 (pgs 11-13)—shows how well each projection model performed when compared with actual enrollments. Data is provided in both number and percent formats for the past 13 years. 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N cb N N m N ep a N + ■ t0 O aD f N N O t'1 t7 t'l t'! Y Y LLY f W+ O m m O t�f ail t�J i�f Pl a Pl C'f Yf a+f t�f � Cl 1'1 f'1 t7 f� cq tWo a � 10 Q - m - � HJ y� CJYm Q tc+I N M N � W� Wm � rWm W`rMr WW WW N FP tW � Ua aaa�wr Appendix A.2 - CAPITAL FACILITIES PLAN Enrollment Projections ! ! i ! i ! 42 jco LL o c 0 0 gi2'� arNim LL O O O O w LL 1 C N M aa OD O C pri ^ N Do Y '7 M .Oprl Y N OW Cl)LO T 7 CO I y N O C ` W N O p Ql pl O O W c� 1� dl ee p CO N O Im 0 0 0 O O O O S pf 1� M � � N � lh � 'V � r- �' Q�l '� � W cc N C g IL W 41 1p m Ei O H O N N p O f0 1, O e0 N �- M � O O O 0 0 0 c P'1 (p d G. e N R CCCCCCVVVVVV - O N a�O < Q t- Q C N ' p + O O a m N aa r- N q d, G1D CO r 0 00 N �- M O ^ �D O O O O O O O � M O n W � lffnj G C N ? 0 0 N fp ID N ti C7 CS L N m c ? E g' co cm � m � v cq o00 0000 stow 1RA � :° C1 0 L. W 8 ^ N {Q�j cp Q 0 w y R S O aOD .- tN�l <p fop ch N ww V' M M Cl)^ r q m N f07 e^- a CDcn Q • ; + N V �- N R to N g �r N N W � cp pp pp N Go O N m 0 1�1 � O O� lM+! N O O � C.D. L.0 N Y a A N N ' N � a0 qq a a � N N pp tqQ f� 1['J IA N O O O h 1p N O � O N < �(jrL-2co g Q kEZ8 NN ? N N tpN 8N C , ON Y a 1 N IL co oiY Y0 � Y Y �b � Y 7 c w u� e o ti E a LL LL go v v O w d w a p E E m n p � LL > j fAH w — n � F aa �+'F- C7 C7U' W O � a co0 --" aa = u E � LLa' a' a' Q i r a m m a a a o r m . � aYY � to o � 8r grLL in � 'o a CD ° oo > 0 0 q� � 0 � i3 c •� 0 dd113tVm i �3in E w �w m Yj _ O ff ~ • � d W � S d W 0 W SJ ao J � I- Ll W » F�Ov�i � 1a � C y r t N V W fn W vm aoN n W nip ^ � N V �prn moanmcv zpN ((♦♦�� 7 Nt7 0 �o r O M O 00 N ^ O r� ap N 4i N Y M O 0 0 0 ' Cl) o N N m mm• m ^� m — n Nl off T M 1� h Y] N Of O a O a r r i.a N N C O p n O N f0 'is O t0 Cf O ^ � O N W cam] n m m 000 a�0 n �q a N - CD M W = nm menu Q. o r to W m W r M 4 N � 0 0 0 0 0 m ` r N M ^ eN- awn 1n h ma t ,6 wa rr r r O N d W a C a n a wwW �O� '' n n ovnWA m 0) 5 0 OW0 O e O fJI N M 0 W a4D Ca rr r r r [[[nnn r r yy - Z E N m v b t^p tW0 no N n A a0o aND amp n M O m b, 0 a 0 a - - O h d y� O G Ol N N O O �- 9fy r r m In r r r aft r, r V N a N a 4.0 C w W V N a ^ o _ a ^ m ,Q de m mN 0 rn mtnnN om ap vz e O O N t'1 Q V N an N N ap ��fl h tN0 Y N CO cc a pa 0 0 0 0 0 0 0 0 N b ' (NV p aN N Q 3 NO a a r r r .- t r r r fnA N Q a �C/�1 v � T� mm W W or mrn o ^minmvNmCN ommrlioIt gM Or N N N to (n m t'f to 7 f'1 M N T M $ a W rn w g pmi C N a r 04 ' N V M C O N a m N N a r m 4 W N O N m m ^ O v 0 0 m ,p fn ^ q 0 W N O N m m ^ N O f 0 Y h M W N N N m ^ m m h m m ? .�.. W m W rO M O M N 7 N 0 fop C Q OO a m W W Oa O W O .r- O N O m M C g O a ED W W r, pl h Q O 04 r N r r r 7 L N tor h c .o °o � o cotOh [O N NtYNMC i0 whm mQ NM V Ln O otom i 7 A k 3 V. K p N IL O ' cog ' > toNO >ja ' b-O p � O -S o 7 n c Gl vl O� y « n` L° ycea, rn oEo Ev- a. @ g ` � ` o U O 0 t 3 � oEmo d oE � o� c � (DC: m odE� �Em v > CyV m a � m � w, m� pm� mio Coo Q N a o a a M co D � -c O W Om T om �' " Each Enmm Yn 0o 5 Appendix A.3 Student Generation Survey I 1 I I j I i I I 45 Auburn School District Single Family Development Growth since 111/99 A ri1,2005 Units/GOO Current 10 DO Code Development Name Parcels ccu nc Occupied Elem Middle HS Total Ashley Avenue 12 12 0 0 1 11 2 Bent Tree 20 20 0 17 6 10 33 Berkshire Crest 31 31 0 9 3 8 20 Berkshire Glen 95 95 0 52 24 29 105 LH01 Berkshire Glen Phase 2 981 92 6 36 —18-10 — 64 Bifrost Gate 52 52 0 25 15 6 46 Canterberry Crossing 20 20 0 6 1 O 7 Canin ton Meadows 56 56 0 20 13 101 43 Country Green 22 22 0 23 7 01 30 ,Crystal Court 13 13 0 10 4 51 19 Crystal Meadows 27 27 0 12 6 31 21 Dennison Park ill 11 0 81 6 51 19 Dome Lane 16 16 0 31 3 31 9 Emerald Park 11 11 0 11 1 21 4 Jornada 94 94 0 231 12 81 43 The Junction 49 49 0 221 10 101 42 Kelli Meadows 8 8 0 01 0 2 2 Kendall Heights 31 31 0 151 10 31 HZ01 Kingsley Meadows 56 21 35 71 2 0 9 Lakeland: Ashton 54 54 0 211 6 12 39 Lakeland: Ashton Phase 2 102 102 0 341 18 26 78 Lakeland: Eastpointe 80 80 0 131 6 11 30 Lakeland: East ante Div 2 66 66 0 61 5 10 21 Lakeland. Evergreen 49 49 0 231 5 8 36 Lakeland: Evergreen, Div 2/3 102 102 0 151 7 7 29 Lakeland: Montiano 1D41 104 0 191 4 7 30 Lakeland: Summit 22 22 0 21 1 1 4 Lakeland Tuscany 76 76 0 231 12 11 46 GR00 Lakeland Verona 400 122 278 241 17 13 54 Lakeland. View Ride 65 65 0 ill 6 17 34 Lakeland:View Ridge South 74 74 0 141 11 14 39 LeeAnn Meadows 23 23 0 41 4 2 10 McDonnel Estates 6 6 0 21 2 0 4 Peasley Ride 54 54 0 13 8 16 37 DS07 River Park Estates 18 6 12 1 2 2 5 Riverwalk The Palisades at 145 145 0 39 20 22 81 Royal Hills, Division 1 49 49 0 8 7 7 22 Royal Hills Division 2 33 33 0 8 2 2 12 Soos Creek Vista 10 10 0 1 1 0 2 Summerfield Estates 40 40 0 10 4 3 17 Swansons Flat 21 21 0 15 4 3 22 Valley View Estates 8 8 0 7 2 0 9 Vintage Hills, Division 6 61 61 0 24 11 9 44 Vintage Hills Division 7 20 20 0 7 1 1 9 EH02 Vistara 2 38 33 5 8 2 1 11 LV05 Washington National, Div 1 42 32 10 8 6 3 17 Willow Park,The Ridge at 941 94 0 46 26 25 97 Willow Park The Ridge-Ph 2 471 47 0 38 23 17 78 2625 7 Student Generation actors 216 Elements Middle High f223 al 111 55 56 46 Aubum School District ' Single Family Development Growth since 1/1/99 April,2005 2005 HZ01 Auburn Place 14 0 14 I LH04 Backbone Ridge 7 0 7 HZ01 Cambridge Pointe 26 0 26 HZ01 Carrington Pointe 24 0 24 1 HZ04 Dawson Hills 6 0 6 AL01 Hansen Development 31 0 31 HZ01 Hazel Park 151 0 15 GR00 Lakeland: Future 181 0 181 GR00 Lakeland. Thuhne 95 0 95 LV07/0 Little Fields 8 0 8 LH04 Marchirn Meadows 83 0 83 LV07 Mystery Heights 6 0 6 AL01 Pacific Meadows 44 0 44 WA02 Plemmons Development 8 0 8 HZ01 River Rim 12 1 0 12 EH06 Rive inte 12 0 12 HZ01 White Mountain Trails 30 0 30 Elementa Middle Hi h Total 2006 and U LV05 Anderson Acres 14 0 14 IL02 Aspen Meadows 21 0 21 EH04 Auburn 40 600 0 600 LH04 Brandon Meadows 55 0 55 LHO6 Brandon Place 78 0 78 HZ01 Dafit Dhaliwal Plat 8 0 8 LH04 Harpreet Kang 8 01 8 HZ01 Hazel View 20 0 20 LH04 Kendall Ride 109 0 109 HZ01 Kent Impound Area 376 0 376 GRO4 Kersey 3 Project 403 0 403 HZ03 Potter Plat 33 0 33 1-1-106 Vinta a Place 25 0 25 LHO4 Willow Place 181 0 18 ElementalMiddle High Total 7 17631 L569 Projected Additional Students to Elemental Middle Hiah Total 8741 4301 443f 1747 47 Auburn School District Development Growth since VIM , April,2GO6 MULTI FAMILY Goo Units/ Current To Be Code Development Name Parcels cupanc occupied Elem Middle HS Total Cherry Meadows 16 16 0 6 7 2 15 Emerald Pointe 93 93 0 3 3 8 14 GR00 Lakeland: Capri 168 132 36 1 0 2 3 Lakeland: Foxwood Townhomes 69 691 0 31 2 1 6 Lakeland. Heatherwood Townhor 92 92 0 2 1 2 5 Lakeland: Mill Pond Apartments 123 123 0 12 4 4 20 GR00 Lakeland: Siena 73 0 73 0 1 3 4 Meadow Valley Condominiums 78 78 0 5 4 6 15 Pasa Fina Apartments 147 147 0 10 8 6 24 Village Square Townhomes 94 94 0 16 9 7 32 953 TOW 58 39 41 138 Student Generation Factors 00687 0.0462 0.0486 0.1636 Elementai Middle I High Total 7 5 S 18 2005 GR03 "D" Street Plat 32 0 32 IL02 Faehnrich Addition 7 0 7 GR00 Lakeland- Future 168 0 168 IL01 Lakeland: Vista Heights 38 0 38 LH06 Worley Condominiums 19 0 19 Elements Middle High I Total 264 264 18 12 13 43 Total Elemental Middle I High I Total 26 1 17 78 61 i t I 48 r DETERMINATION OF NONSIGNIFICANCE Issued with a 14-day comment and appeals period Description of Proposal: I This threshold determination analyzes the environmental impacts associated with the following actions, which are so closely related to each other that they are in effect a single course ' of action: 1. The adoption of the Auburn School District's Capital Facilities Plan 2005-2010 by the Auburn School District No. 408 for the purposes of planning for the facilities needs of the District; and 2. The amendment of the Comprehensive Plans of King County and Pierce County and the cities of Auburn and Kent to include the Auburn School District's Capital Facilities Plan 2005-2010 as part of the Capital Facilities Element of each jurisdiction's Comprehensive Plan. The cities of Algona and Pacific may also amend their Comprehensive Plans to include the Auburn School District's Capital Facilities Plan as part of the Capital Facilities Element of each jurisdiction's Comprehensive Plan. Proponent: Auburn School District No. 408 Location of the Proposal: The Auburn School District includes an area of approximately 57 square miles. The Cities of Auburn, Algona, and Pacific and parts of unincorporated King and Pierce Counties fall within the District's boundaries. Lead Agency: Auburn School District No. 408 The lead agency for this proposal has determined that the proposal does not have a probable significant adverse environmental impact on the environment An environmental impact statement (EIS) is not required under RCW 43 21C.030(2)(c). This decision was made after a review of the completed environmental checklist and other information on file with the lead agency. This information is available to the public upon request. This Determination of Nonsignificance (DNS) is issued under WAC 197-11-340(2). The lead agency will not act on this proposal for 14 days from the date of issue Comments must be submitted by 4:00 p.m., April 25, 2005. The responsible official will reconsider the DNS based on timely comments and may retain, modify, or, if significant adverse impacts are likely, withdraw the DNS. If the DNS is retained, it will be final after the expiration of the comment deadline. Responsible Official: Mike Newman Assistant Superintendent, Business and Operations Auburn School District No. 408 Telephone: (253) 931-4900 L Address: Auburn School District 915 4`h Street N.E. Auburn, WA 98002 You may appeal this determination in writing by 4:00 p.m., April 25, 2005, to Linda Cowan, Superintendent, Auburn School District No. 408, 915 41h Street N.E., Auburn, WA 98002. Date of Issue. April 11, 2005 Date Published: April 11, 2005 1 I t i r ENVIRONMENTAL CHECKLIST WAG 197-11-960 Environmental Checklist. Purpose of Checklist: The State Environmental Policy Act (SEPA), chapter 43.21 C RCW, requires all governmental agencies to consider the -environmental impacts of a proposal before I making decisions. An environmental impact statement (EIS) must be prepared for all proposals with probable significant adverse impacts on the quality of the environment. The purpose of this checklist is to provide information to help you and the agency identify impacts from your proposal (and to reduce or avoid impacts from the proposal, if it can be done) and to help the agency decide whether an EIS is required. Instructions for Applicants: This environmental checklist asks you to describe some basic information about your proposal. Governmental agencies use this checklist to determine whether the environmental impacts of your proposal are significant, requiring preparation of an EIS. Answer the questions briefly, with the most precise information known, or give the best description you can. You must answer each question accurately and carefully, to the best of your knowledge. In most cases, you should be able to answer the questions from your own observations or project plans without the need to hire experts. If you really do not know the answer, or if a question does not apply to your proposal, write "do not know" or "does not apply." Complete answers to the questions now may avoid unnecessary delays later. Some questions ask about governmental regulations, such as zoning, shoreline, and landmark designations. Answer these questions if you can. If you have problems, the governmental agencies can assist you. The checklist questions apply to all parts of your proposal, even if you plan to do them over a period of time or on different parcels of land. Attach any additional information that will help describe your proposal or its environmental effects. The agency to which you submit this checklist may ask you to explain your answers or provide additional information reasonably related to determining if there may be significant adverse impact. Use of checklist for nonproject proposals: Complete this checklist for nonproject proposals, even though questions may be answered "does not apply". In addition, complete the Supplemental Sheet for non- project actions (part D). For nonproject actions, the references in the checklist to the words "project," "applicant," and "property or site" should be read as "proposal," "proposer," and "affected geographic area," respectively. A. BACKGROUND t 1. Name of proposed project, if applicable: The adoption of the Auburn School District's 2005-2010 Capital Facilities Plan ("Capital Facilities Plan") for the purposes of planning for the District's facilities needs. The cities of Auburn and Kent and the King County and Pierce County Comprehensive Plans will be amended to include the Auburn School District 2005 Capital Facilities Plan in the Capital Facilities Element of each jurisdiction's Comprehensive Plan. The Cities of Algona and Pacific Comprehensive Plans may be amended to include the Auburn School District 2005 Capital Facilities Plan in the Capital Facilities Element of each jurisdiction's Comprehensive Plan. A copy of the District's Capital Facilities Plan is available for review in the District's offices. 2. Name of'applicant: Auburn School District No. 408. 3. Address and phone number of applicant and contact person: Auburn School District No. 408 915 4 b St. N.E. Auburn, WA 98002 Contact Person: Mike Newman, Assistant Superintendent, Business/Operations Telephone: (253) 931-4900 4. Date checklist prepared: April 6, 2005 2 5. Agency requesting checklist: Auburn School District No. 408. 6. Proposed timing or schedule (including phasing, if applicable): The Capital Facilities Plan is scheduled to be adopted by the District on April 25, 2005. After adoption, the District will forward the Capital Facilities Plan to the cities of Auburn, Algona, Kent, and Pacific, and to King County and Pierce County for inclusion in each jurisdiction's Comprehensive Plan. The Capital Facilities Plan will be updated annually. Site-specific projects will be subject to project-level environmental review. 7. Do you have any plans for future additions, expansion, or further activity Irelated to or connected with this proposal? If yes, explain. The Capital Facilities Plan sets forth the capital improvement projects that the District plans to implement over the next six years. The District plans to construct a new high school, a new middle school, and two new elementary schools over the next six years to meet projected student population increases. The District may also add portable facilities at existing school sites. The District will also conduct technology modernization projects at facilities throughout the District. 8. List any environmental information you know about that has been prepared, or will be prepared, directly related to this proposal. The projects included in the Capital Facilities Plan have undergone or will undergo additional environmental review,when appropriate, as they are developed. 9. Do you know whether applications are pending for governmental approvals of other proposals directly affecting the property covered by your proposal? If yes, explain. None known. 10. List any government approvals or permits that will be needed for your proposal, if known. The cities of Auburn and Kent will review and adopt the Capital Facilities Plan for the purposes of updating the cities' school impact fees and incorporating the updated Plan as a part of the Capital Facilities Elements of both the Auburn and Kent Comprehensive Plans. King County and Pierce County will review the Plan for the purposes of implementing the Counties' impact fee ordinance and incorporating the Plan as a part of the Capital Facilities Element of both the King and Pierce County Comprehensive Plans. 3 11. Give a brief, complete description of your proposal, including the proposed uses and the size of the project and site. There are several questions later in this checklist that ask you to describe certain aspects of your proposal. You do not need to repeat those answers on this page. (Lead agencies may modify this form to include additional specific information on project description.) This is a nonproject action. This proposal involves the adoption of the Auburn School District's Capital Facilities Plan 2005-2010 for the purpose of planning the District's facilities needs. This proposal also involves the amendment of the cities of Auburn and Kent Comprehensive Plans and the King and Pierce Counties' Comprehensive Plans to include the 2005 Auburn School District Capital Facilities Plan as a part of each jurisdiction's Capital Facilities Element of their Comprehensive Plans. 12. Location of the proposal. Give sufficient information for a person to understand the precise location of your proposed project, including a street address if any, and section, township, and range, if known. If a proposal would occur over a range of area, provide the range or boundaries of the site(s). Provide a legal description, site plan, vicinity map, and topographic map, if reasonably available. While you should submit any plans required by the agency, you are not required to duplicate maps or detailed plans submitted with any permit applications related to this checklist. The 2005 Capital Facilities Plan will affect the Auburn School District. The District includes an area of approximately 57 square miles. The Cities of Auburn, Algona, and Pacific, and parts of unincorporated King County and Pierce County fall within the District's boundaries. B. ENVIRONMENTAL ELEMENTS 1. Earth , a. General description of the site (circle one): Flat, rolling, hilly, steep slopes, mountainous, other The Auburn School District is comprised of a variety of topographic landforms and gradients. Specific topographic characteristics of the sites at which the projects included in the Capital Facilities Plan are located have been or will be identified during project-level environmental review when appropriate. 4 r b. What is the steepest slope on the site (approximate percent slope)? Specific slope characteristics at the sites of the projects included in the Capital Facilities Plan have been or will be identified during project-level environmental review. c. What general types of soils,are found on the site (for example, clay, sand, gravel, peat, muck)? If you know the classification of agricultural soils, specify them and note any prime farmland. Specific soil types found at the sites of the projects included in the Capital Facilities Plan have been or will be identified during project-level environmental review when appropriate. d. Are there surface indications or history of unstable soils in the immediate vicinity? If so, describe. Unstable soils may exist within the Auburn School District. Specific soil limitations on individual project sites have been or will be identified at the time of project-level environmental review when appropriate. e. Describe the purpose, type, and approximate quantities of any filling or Igrading proposed. Indicate source of fill. Individual projects included in the Capital Facilities Plan have been or will be subject, when appropriate, to project-level environmental review and local approval at the time of proposal. Proposed grading projects, as well as the purpose, type, quantity, and source of any fill materials to be used have been or will be identified at that time. r f. Could erosion occur as a result of clearing, construction, or use? If so, rgenerally describe. It is possible that erosion could occur as a result of the construction projects currently L proposed in the Capital Facilities Plan. The erosion impacts of the individual projects have been or will be evaluated on a site-specific basis at the time of project-level environmental review when appropriate. Individual projects have been or will be subject to local approval processes. r r 5 g. About what percent of the site will be covered with impervious surfaces , after project construction (for example, asphalt or buildings?) The construction projects included in the Capital Facilities Plan have required or will require the construction of impervious surfaces. The extent of any impervious cover constructed will vary with each project included in the Capital Facilities Plan. This issue has been or will be addressed during project-level environmental review when appropriate.' h. Proposed measures to reduce or control erosion, or other impacts to the earth, if any: The erosion potential of the projects included in the Capital Facilities Plan and appropriate control measures have been or will be addressed during project-level environmental review when appropriate. Relevant erosion reduction and control requirements have been or will be met. 2. Air a. What types of emissions to the air would result from the proposal (i.e., dust, automobile, odors, industrial wood smoke) during construction and when the project is completed? If any, generally describe and give approximate quantities if known. Various emissions, many construction-related, may result from the individual projects included in the Capital Facilities Plan. The air-quality impacts of each project have been or will be evaluated during project-level environmental review when appropriate. Please see the Supplemental Sheet for Nonproject Actions. b. Are there any off-site sources of emissions or odor that may affect your proposal? If so, generally describe. Any off-site sources of emissions or odor that may affect the individual projects included in the Capital Facilities Plan have been or will be addressed during project- level environmental review when appropriate. c. Proposed measures to reduce or control emissions or other impacts to air, if any: The individual projects included in the Capital Facilities Plan have been or will be subject to project-level environmental review and relevant local approval processes when appropriate. The District has been or will be required to comply with all 1 6 applicable air regulations and air permit requirements. Proposed measures specific to the individual projects included in the Capital Facilities Plan have been or will be addressed during project-level environmental review when appropriate. Please see the i Supplemental Sheet for Nonproject Actions. ■ 3. Water a. Surface: 1) Is there any surface water body on or in the immediate vicinity of the site (including year-round and seasonal streams, saltwater, lakes, ponds, wetlands)? If yes, describe type and provide names. If appropriate, state what stream or river it flows into. There is a network of surface water bodies within the Auburn School District. The surface water bodies that are in the immediate vicinity of the projects included in the Capital Facilities Plan have been or will be identified during project-level environmental review when appropriate. When necessary, the surface water regimes and flow patterns have been or will be researched and incorporated into the designs of the individual projects. 2) Will the project require any work over, in, or adjacent to (within 200 feet) the described waters? If yes, please describe and attach available plans. The projects included in the Capital Facilities Plan may require work near the surface waters located within the Auburn School District. Applicable local approval requirements have been or will be satisfied. 1 3) Estimate the amount of fill and dredge material that would be placed in or removed from surface water or wetlands and indicate the area of the site that would be affected. Indicate the source of fill material. Information with respect to the placement or removal of fill and dredge material as a component of the projects included in the Capital Facilities Plan has been or will be provided during project-level environmental review when appropriate. Applicable local regulations have been or will be satisfied. t r 4) Will the proposal require surface water withdrawals or diversions? Give general description, purpose, and approximate quantities if known. Any surface water withdrawals or diversions required in connection with the projects included in the Capital Facilities Plan have been or will be addressed during project-level environmental review when appropriate. 5) Does the proposal lie within a 100-year floodplain? If so, note , location on the site plan. Each project included in the Capital Facilities Plan, if located in a floodplain area, has beerF or will be required to meet applicable local regulations for flood areas. r 6) Does the proposal involve any discharges of waste materials to surface waters? If so, describe the type of waste and anticipated volume of discharge. Specific information regarding the discharge of waste materials that may be required as a result of the projects included in the Capital Facilities Plan has been or will be provided during project-level environmental review when appropriate. Please see the Supplemental Sheet for Nonproject Actions. b. Ground: 1) Will groundwater be withdrawn, or will water be discharged to groundwater? Give general description, purpose, and approximate quantities if known. Individual projects included in the Capital Facilities Plan may impact groundwater resources. The impact of the individual projects included in the Capital Facilities Plan on groundwater resources has been or will be addressed during project-level environmental review when appropriate. Each project has been or will be subject to applicable local regulations. Please see the Supplemental Sheet for Nonproject Actions. r 2) Describe waste material that will be discharged into the ground from septic tanks or other sources, if any (for example: Domestic sewage; , industrial, containing the following chemicals . . .; agricultural; etc.). Describe the general size of the system, the number of such systems, the number of houses to be served (if applicable), or the number of animals or humans the system(s) are expected to serve. r 8 The discharges of waste material that may take place in connection with the projects included in the Plan have been or will be addressed during project-level environmental review. c. Water Runoff(including storm water): 1) Describe the source Qf runoff(including storm water) and method of ' collection and disposal, if any (include quantities, if known). Where will this water flow? Will this water flow into other waters? If so, describe. ' Individual projects included in the Capital Facilities Plan may have stormwater runoff consequences. Specific information regarding the stormwater impacts of 1 each project has been or will be provided during project-level environmental review when appropriate. Each project has been or will be subject to applicable local stormwater regulations. 2) Could waste materials enter ground or surface waters? If so, generally describe. The projects included in the Capital Facilities Plan may result in the discharge of waste materials into ground or surface waters. The specific impacts of each project on ground and surface waters have been or will be identified during project-level environmental review when appropriate. Each project has been or will be subject to all applicable regulations regarding the discharge of waste materials into ground and surface waters. Please see the Supplemental Sheet for Nonproject Actions. d. Proposed measures to reduce or control surface, ground, and runoff water impacts, if any: Specific measures to reduce or, control runoff impacts associated with the projects included in the Capital Facilities Plan have been or will be addressed during project-level environmental review when appropriate. 1 9 4. Plants: a. Check or circle types of vegetation found on the site: deciduous tree: alder, maple, aspen, other evergreen tree: fir, cedar, pine, other shrubs grass ' pasture crop or grain wet soil plants: cattail, buttercup, bullrush, skunk cabbage, other water plants: water lily, eelgrass, milfoil, other gther'types of vegetation A variety of vegetative zones are located within the Auburn School District. Inventories of the vegetation located on the sites of the projects proposed in the Capital Facilities Plan have been or will be developed during project-level environmental teview when appropriate. b. What kind and amount of vegetation will be removed or altered? Some of the projects included in the Capital Facilities Plan may require the removal or alteration of vegetation. The specific impacts on vegetation of the projects included in the Capital Facilities Plan have been or will be identified during project-level environmental review when appropriate. c. List threatened or endangered species known to be on or near the site. The specific impacts to these species from the individual projects included in the Capital Facilities Plan have been or will be determined during project-level environmental review when appropriate. d. Proposed landscaping, use of native plans, or other measures to preserve or enhance vegetation on the site, if any: Measures to preserve or enhance vegetation at the sites of the projects included in the Capital Facilities Plan have been or will be identified during project-level environmental review when appropriate. Each project is or will be subject to applicable local landscaping requirements. 10 5. Animals: ra. Circle any birds and animals which have been observed on or near the site or are known to be on or near the site: birds: hawk, heron, eagle, songbirds, other: mammals: deer, bear, elk, beaver, other fish: bass, salmon, trout, herring, shellfish, other: An inventory of species that have been observed on or near the sites of the projects proposed in the Capital Facilities Plan has been or will be developed during project- level environmental review when appropriate. b. List any threatened or endangered species known to be on or near the site. Inventories of threatened or endangered species known to be on or near the sites of the projects included in the Capital Facilities Plan have been or will be developed during ' project-level environmental review when appropriate. c. Is the site part of a migration route? If so, explain. The impacts of the projects,included in the Capital Facilities Plan on migration routes have been or will be addressed during project-level environmental review when appropriate. d. Proposed measures to preserve or enhance wildlife, if any: Appropriate measures to preserve or enhance wildlife have been or will be determined during project-level environmental review when appropriate. 6. Energy and Natural Resources: a. What kinds of energy (electric, natural gas, oil, wood stove, solar) will be used to meet the completed project's energy needs? Describe whether it will be used for heating, manufacturing, etc. 1 The State Board of Education requires the completion of a life-cycle cost analysis of all heating, lighting, and insulation systems before it will permit specific school projects to proceed. The energy needs of the projects included in the Capital Facilities Plan have been or will be determined at the time of specific engineering and site 11 design planning when appropriate. Please see the Supplemental Sheet for Nonproject Actions. b. Would your project affect the potential use of solar energy by adjacent properties? If so, generally describe: The impacts of the projects included in the Capital Facilities Plan on the solar , potential of adjacent projects have been or will be addressed during project-level environmental review when appropriate. c. What, kends 'of energy conservation features are included in the plans of this proposal? List other proposed measures to reduce or control energy impacts, if any: Energy conservation measures proposed in connection with the projects included in the Capital Facilities Plan have been or will be considered during project-level environmental review when appropriate. 7. Environmental Health: a. Are there any environmental health hazards, including exposure to toxic chemicals, risk of fire and explosion, spill, or hazardous waste, that could occur as a result of this proposal? If so, describe. Please see the Supplemental Sheet for Nonproject Actions. 1) Describe special emergency services that might be required. Please see the Supplemental Sheet for Nonproject Actions. 2) Proposed measures to reduce or control environmental health hazards, if any: The projects included in the Capital Facilities Plan comply or will comply with all current codes, standards, rules, and regulations. Individual projects have been or will be subject to project-level environmental review and local approval at the time they are developed, when appropriate. 12 b. Noise: 1) What types of noise exist in the area which may affect your project (for example: traffic, equipment, operation, other)? A variety of noises from traffic, construction, residential, commercial, and industrial areas exists within the Auburn School District. The specific noise 1 sources that may affect the projects included in the Capital Facilities Plan have been or will be idenpfied during project-level environmental review when appropriate. ' 2) What types and levels of noise would be created by or associated with the project on a short-term or a long-term basis (for example: traffic, construction, operation, other)? Indicate what hours noise would come from the site. The projects included in the Capital Facilities Plan may create normal construction noises that will exist on short-term bases only. The construction projects could increase traffic around the construction sites on a short-term basis. Because the construction of additional school capacity will increase the capacity of the District's school facilities, this project may create a slight increase in traffic-related or operations-related noise on a long-term basis. Similarly, the placement of portables at school sites will increase the capacity of school facilities and may create a slight increase in traffic-related or operations-related noise. Neither of these potential increases is expected to be significant. Please see the Supplemental Sheet for Nonproject Actions. I3) Proposed measures to reduce or control noise impacts, if any: The projected noise impacts of the projects included in the Capital Facilities Plan have been or will be evaluated and mitigated during project-level environmental review when appropriate. Each project is or will be subject to applicable local regulations. 1 8. Land and Shoreline Use: ! a. What is the current use of the site and adjacent properties? There are a variety of land uses within the Auburn School District, including residential, commercial, industrial, institutional, utility, open space, recreational, etc. 13 b. Has the site been used for agriculture? If so, describe. The known sites for the projects included in the Capital Facilities Plan have not been ' used recently for agriculture. c. Describe any structures on the site. The structures located on the sites for the projects included in the Capital Facilities Plan have been or will be identified and described during project-level environmental review when appropriate. d. Will any structures be demolished? If so, what? The structures that will be demolished as a result of the projects included in the Capital Facilities Plan, if any, have been or will be identified during project-level environmental review when appropriate. e. What is the current zoning classification of the site? ■ The sites that are covered under the Capital Facilities Plan have a variety of zoning , classifications under the applicable zoning codes. Site-specific zoning information has been or will be identified during project-level environmental review when appropriate. 1 f. What is the current comprehensive plan designation of the site? Inventories of the comprehensive plan designations for the sites of the projects included in the Capital Facilities Plan have been or will be completed during project- level environmental review when appropriate. g. If applicable, what is the current shoreline master program designation of the site? Shoreline master program designations of the sites of the projects included in the Capital Facilities Plan have been or will be identified during project-level environmental review when appropriate. 1 1 14 h. Has any part of the site been classified as an "environmentally sensitive" area? If so, specify. Any environmentally sensitive areas located on the sites of the projects included in the Capital Facilities Plan have been or will be identified during project-level environmental review. I. Approximately how many people would reside or work in the completed project? The Auburn School District currently serves approximately 13,031 full-time equivalent ("FTE") students. Enrollment is expected to increase to approximately 14,478 FTE students by the 2009-2010 school year. J. Approximately how many people would the completed project displace? Any displacement of people caused by the projects included in the Capital Facilities Plan has been or will be evaluated during project-level environmental review when appropriate. However, it is not anticipated that the Capital Facilities Plan, or any of the projects contained therein, will displace any people. k. Proposed measures to avoid or reduce displacement impacts, if any: ' Individual projects included in the Capital Facilities Plan have been or will be subject to project-level environmental review and local approval when appropriate. Proposed mitigating measures have been or will be developed at that time,when necessary. I. Proposed measures to ensure the proposal is compatible with existing and projected land uses and plans, if any: The compatibility of the specific projects included in the Capital Facilities Plan with existing uses and plans has been or will be assessed as part of the comprehensive planning process and during project-level environmental review when appropriate. 1 9. Housing: a. Approximately how many units would be provided, if any? 'Indicate whether high, middle, or low-income housing. ' No housing units would be provided in connection with the completion of the projects included in the Capital Facilities Plan. 15 b. Approximately how many units, if any, would be eliminated? Indicate ' whether high, middle, or low-income housing. It is not anticipated that the projects included in the Capital Facilities Plan will eliminate any housing units. The impacts of the projects included in the Capital Facilities Plan on existing housing have been or will be evaluated during project-level environmental review when appropriate. c. Proposed measures to reduce or control housing impacts, if any: Measures to reduce or control any housing impacts caused by the projects included in the Capital Facilities Plan have been or will be addressed during project-level environmental review when appropriate. f 10. Aesthetics: a. What is the tallest height of any proposed structure(s), not including antennas; what is the principal exterior building material(s) proposed? The aesthetic impacts of the projects included in the Capital Facilities Plan have been or will be addressed during project-level environmental review when appropriate. b. What views in the immediate vicinity would be altered or obstructed? The aesthetic impacts of the projects included in the Capital Facilities Plan have been or will be addressed during project-level environmental review when appropriate. c. Proposed measures to reduce or control aesthetic impacts, if any: Appropriate measures to reduce or control the aesthetic impacts of the projects included in the Capital Facilities Plan have been or will be determined on a project- level basis when appropriate. 16 11. Light and Glare: a. What type of light or glare will the proposal produce? What time of day would it mainly occur? The light or glare impacts of the'projects included in the Capital Facilities Plan have been or will be addressed during project-level environmental review, when appropriate. ' b. Could light or glare from the finished project be a safety hazard or interfere with views? eThe light or glare impacts of the projects included in the Capital Facilities Plan have been or will be addressed during project-level environmental review when appropriate. c. What existing off-site sources of light or glare may affect your proposal? Off-site sources of light or glare that may affect the projects included in the Capital Facilities Plan have been or will be evaluated during project-level environmental review when appropriate. d. Proposed measures to reduce or control light and glare impacts, if any: Proposed measures to mitigate light and glare impacts have been or will be addressed during project-level environmental review when appropriate. 12. Recreation: a. What designated and informal recreational opportunities are in the immediate vicinity? There are a variety of formal and informal recreational facilities within the Auburn School District. b. Would the,proposed project displace any existing recreational uses? If so, describe. tThe recreational impacts of the projects included in the Capital Facilities Plan have been or will be addressed during project-level environmental review when appropriate. 17 The projects included in the Capital Facilities Plan, including proposed new school facilities,may enhance recreational opportunities and uses. c. Proposed measures to reduce or control impacts on recreation, including recreation opportunities to be provided by the project or applicant, if any: Adverse recreational effects of the projects included in the Capital Facilities Plan have been or will be subject to mitigation during project-level environmental review when appropriate. School facilities usually provide recreational facilities to the community in the form of play fields and gymnasiums. 13. Historic and Cultural Preservation: a. Are there any places or objects listed on, or proposed for, national, state, or local preservation registers known to be on or next to the site? If so, generally describe. There are no known places or objects listed on, or proposed for, such registers for the , project sites included in the Capital Facilities Plan. The existence of historic and cultural resources on or next to the sites has been or will be addressed in detail during project-level environmental review when appropriate. b. Generally describe any landmarks or evidence of historic, archaeological, scientific, or cultural importance known to be on or next to the site. An inventory of historical sites at or near the sites of the projects included in the , Capital Facilities Plan has been or will be developed during project-level environmental review when appropriate. c. Proposed measures to reduce or control impacts, if any: Appropriate measures will be proposed on a project-level basis when appropriate. , 14. Transportation: ' a. Identify public streets and highways serving the site, and describe proposed access to the existing street system. Show on site plans, if any. The impact on public streets and highways of the individual projects included in the Capital Facilities Plan have been or will be addressed during project-level environmental review when appropriate. 18 1 r b. Is site currently served by public transit? If not, what is the approximate distance to the nearest transit stop? ' The relationship between the specific projects included in the Capital Facilities Plan and public transit has been or will be addressed during project-level environmental review when appropriate. c. How many parking spaces would the completed project have? How many would the project eliminate? ' Inventories of parking spaces located at the sites of the projects included in the Capital Facilities Plan and the impacts of specific projects on parking availability have been or will be conducted during project-level environmental review when appropriate. 1 , d. Will the proposal require any new roads or streets, or improvements to existing roads or streets, not including driveways? If so, generally describe r (indicate whether public or private). ' The need for new streets or roads, or improvements to existing streets and roads has been or will be addressed during project-level environmental review when appropriate. e. Will the project use (or occur in the immediate vicinity of) water, rail, or air transportation? If so, generally describe. ' Use of water,'rail, or air transportation has been or will be addressed during project- level environmental review when appropriate. 1 f. How many vehicular trips per day would be generated by the completed project? If known, indicate when peak volumes would occur. The traffic impacts of the projects included in the Capital Facilities Plan have been or rwill be addressed during project-level environmental review when appropriate. ' g. Proposed measures to reduce or control transportation impacts, if any: The mitigation of traffic impacts associated with the projects included in the Capital ' Facilities Plan has been or will be addressed during project-level environmental review when appropriate. r 19 15. Public Services: ' a. Would the project result in an increased need for public services (for example: fire protection, police protection, health care, schools, other)? If so, generally describe. The District does not anticipate that the projects identified in the Capital Facilities , Plan will significantly increase the need for public services. b. Proposed measures to reduce or control direct impacts on public services, if any. New school facilities have been or will be built with automatic security systems, fire ' alarms, smoke alarms,heat sensors, and sprinkler systems. 16. Utilities: ' a. Circle utilities currently available at the site: electricity, natural gas, water, refuse service, telephone, sanitary sewer, septic system, other. Electricity, natural gas, water, refuse service, telephone, and sanitary sewer utilities , are available at the known sites of the projects included in the Capital Facilities Plan. The types of utilities available at specific project sites have been or will be addressed in more detail during project-level environmental review when appropriate. b. Describe the utilities that are proposed for the project, the utility providing the service, and the general construction activities on the site or in the immediate vicinity which might be needed. Utility revisions and construction needs have been or will be identified during project- level environmental review when appropriate. 20 ' C. SIGNATURE The above answers are true and complete to the best of my knowledge. I understand that the lead agency is relying on them to make its decision. Signature: Date Submitted: ' 21 D. SUPPLEMENTAL SHEET FOR NONPROJECT ACTIONS (do not use this sheet for project actions) Because these questions are very general, it may be helpful to read them in conjunction with the list of the elements of the environment. ' When answering these questions, be aware of the extent the proposal, or the types of activities likely to result from the proposal, would affect the item at a greater ' intensity or at a faster rate than if the proposal were not implemented. Respond briefly and in general terms. 1. How would the proposal be likely to increase discharge to water; emissions to air; production, storage, or release of toxic or hazardous substances; or x production of noise? ' To the extent the Capital Facilities Plan makes it more likely that school facilities, including new high school, middle school and elementary school capacity, will be ' constructed, some of these environmental impacts will be more likely. Additional impermeable surfaces, such as roofs, access roads, and sidewalks could increase stormwater runoff, which could enter surface or ground waters. Heating systems, emergency generators, and other school equipment that is installed pursuant to the Capital Facilities Plan could result in air emissions. The projects included in the Capital Facilities Plan should not require the production, storage, or release of toxic or hazardous substances, with the possible exception of the storage of diesel fuel or gasoline for emergency generating equipment. The District does not anticipate a significant increase in the production of noise from its facilities, although the projects included in the Capital Facilities Plan will increase the District's student capacities. Proposed measures to avoid or reduce such increases are: Proposed measures to mitigate any such increases described above have been or will be addressed during project-level environmental review when appropriate. ' Stormwater detention and runoff will meet applicable County and/or City requirements and may be subject to National Pollutant Discharge Elimination System ("NPDES") permitting requirements. Discharges to air will meet applicable air ' pollution control requirements. Fuel oil will be stored in accordance with local and state requirements. ' life? 2. How would the proposal be likely to affect plants, animals, fish, or marine The Capital Facilities Plan itself will have no impact on these elements of the environment. The projects included in the Capital Facilities Plan may require clearing plants off of the project sites and a loss to animal habitat. These impacts have been or 1 22 will be addressed in more detail during project-level environmental review when ' appropriate. The projects included in the Plan are not likely to generate significant , impacts on fish or marine life. Proposed measures to protect or conserve plants, animals, fish, or marine life , are: Specific measures to protect and conserve plants, animals, and fish cannot be identified at this time. Specific mitigation proposals will be identified, however, ' during project-level environmental review when appropriate. 3. How would the proposal be likely to deplete energy or natural resources? , The construction of the projects included in the Capital Facilities Plan will require the ' consumption of energy. Proposed measures to protect or conserve energy and natural resources are: ' The projects included in the Capital Facilities Plan will be constructed in accordance with applicable energy efficiency standards. ' 4. How would the proposal be likely to use or affect environmentally sensitive areas or areas designated (or eligible or under study) for governmental protection; such as parks, wilderness, wild and scenic rivers, threatened or endangered species habitat, historic or cultural sites, wetlands, floodplains, or prime farmlands? The Capital Facilities Plan and individual projects contained therein should have no impact on these resources. Proposed measures to protect such resources or to avoid or reduce impacts are: No specific measures are being proposed at this time. Appropriate measures would be ' proposed during project-specific review. Annual updates of this Plan will be coordinated with the Cities of Auburn, Algona, Kent, and Pacific, and King and Pierce Counties as part of the Growth Management Act process, one of the purposes of which ' is to protect environmentally sensitive areas. To the extent the School District's facilities planning process is part of the overall Growth Management planning process, these resources are more likely to be protected. ' 5. How would the proposal be likely to affect land and shoreline use, ' including whether it would allow or encourage land or shoreline uses incompatible with existing plans? The Capital Facilities Plan will not have any impact on land or shoreline use that is ' incompatible with existing comprehensive plans, land use codes, or shoreline 23 ' ' management plans. The District does not anticipate that the Capital Facilities Plan or the projects contained therein will directly affect land and shoreline uses in the area served by the District. Proposed measures to avoid or reduce shoreline and land use impacts are: No measures to avoid or reduce land use impacts resulting from the Capital Facilities Plan or the projects contained therein are proposed at this time. 6. How would the proposal be likely to increase demands on transportation or public services and utilities? The construction projects included in the Capital Facilities Plan may create temporary increases in the District's need for public services and utilities. The new school facilities will increase the District's demands on transportation and utilities. These increases are not expected to be significant. ' Proposed measures to reduce or respond to such demand(s) are: No measures to reduce or respond to such demands are proposed at this time. 7. Identify, if possible, whether the proposal may conflict with local, state, or federal laws or requirements for the protection of the environment. ' The Capital Facilities Plan will not conflict with any laws or requirements for the protection of the environment. 1 1 24 CONSENT CALENDAR 6. City Council Action: Councilmember � � moves, Councilmember W G seconds to approve Consent Calendar Items A through S. —v Discussion Action YVt C, 6A. Approval of Minutes. Approval of the minutes of the regular Council meeting of November 1, 2005. 6B. Approval of Bills. Approval of payment of the bills received through October 31 and paid on October 31 �1 after auditing by the Operations Committee on November 1, 2005. Approval of checks issued for vouchers Date Check Numbers Amount 10/31/05 Wire Transfers 2215-2230 $1,230,627 45 10/31/05 Prepays & 585133 741,376 00 10/31/05 Regular 585886 2,412,777 93 Use Tax Payable 2,96327 S4,387,744 65 Approval of checks issued for payroll for October 1 through October 15 and paid on October 20, 2005 Date Check Numbers Amount 10/20/05 Checks 286810-287086 $ 212,113 12 10/20/05 Advices 186851-187539 L,240,667 47 Total of Regular payroll $1,452,780 59 10/19/05 Void 286438 (S246 68) 10/19/05 Reissued 287087 $246 68 10/21/05 Void 286561 (S580 20) 10/21/05 Reissued 287088 $580 20 LO/28/05 Void 287061 (S13640) 10/2 L/05 Reissued 287089 $136 40 Interim Payroll Total S 000 Council Agenda Item No. 6 A-13 • Kent City Council Meeting KENT November 1, 2005 WASNINGTON The regular meeting of the Kent City Council was called to order at 7.00 p in. by Mayor White Councilmembers present. Clark, Harmon,Peterson, Ranmger, Raplee, Thomas and White (CFN-198) CHANGES TO THE AGENDA A. From Council, Administration, or Staff. (CFN-198&1298) RANNIGER MOVED to make a letter received from Kent C A.R.E.S. regarding the municipal lot block a part of the public record. Clark seconded and the motion carved. B. From the Public. (CFN-198) Continued Communications Items A-E were added at the request of audience members PUBLIC COMMUNICATIONS A. Storm Ready Community Presentation. (CFN-198&122) The National Weather Service designated the City of Kent as a Storm Ready Community. B. Valley Communications Presentation. (CFN-122) Chris Fischer, Director of Valley Comm, presented Mayor White an award for his support of the Center. C. Employee of the Month. (CFN-147) Shirley Huntington, Payroll Analyst in the Finance Department, was named November Employee of the Month D. Proclamation—Human Services Month. (CFN-155) Mayor White proclaimed November as Human Services Month and presented the Proclamation to Pastor Hollis of the Human Services Commission. CONSENT CALENDAR RANNIGER MOVED to approve Consent Calendar Items A through W. Clark seconded and the motion carried White noted that there will be five public hearings at the November 15 Council meeting. A. Approval of Minutes. (CFN-t98) The minutes of the regular Council meeting of October 18, 2005 were approved. B Approval of Bills. (CFN-104) Approval of payment of the bills received through September 30 and paid on September 30 after auditing by the Operations Committee on October 18, 2005. Approval of checks issued for vouchers. Date Check Numbers Amount 9/30/05 Wire Transfers 2183-2 t98 $1,402,613 40 9/30/05 PrePays & 583860 2,734,583.22 9/301105 Regular 584513 2,309,132 52 Use Tax Payable t,554.53 $6,447,883.67 1 Kent City Council Minutes November 1, 2005 Approval of payment of the bills received through October 15 and paid on October 15 after auditing by the Operations Committee on October 18, 2005 Approval of checks issued for vouchers. Date Check Numbers Amount 10/15/05 Wire Transfers 2199-2214 $1,339,581 96 10/15105 PrePays & 584514 416,174.43 10/15/05 Regular 585132 1,912,604 89 Use Tax Payable 1,175 50 $3,669,536 78 Approval of checks issued for payroll for September 16 through September 30 and paid on October 5: Date Check Numbers Amount Void Check 286207 ($349.98) 9/22/05 Interim Check 286523 $349 98 Total of Voids & Reissues $ 0.00 1015105 Checks 286524-286807 $ 224,893.10 1015105 Advices 186159-186860 1,246,033 07 Total of Regular Payroll $1,470,926.17 1015105 Interim 286808 $ 91214 10/11/05 Interim 286809 60,606 62 Total of Interims $ 61,518.76 C. Mobile Data Computers for Fire Apparatus. (CFN-1155) The Mayor was authorized to sign all documents necessary to replace the Fire Apparatus Mobile Data Computers. D. Federal Department of Justice Grant for Safe Havens Program. (CFN-118) The grant of $200,000 from the Federal Department of Justice to fund the Safe Havens Program was accepted, and the expenditure of funds in the Safe Havens budget was authorized. E. 2006 Community Development Block Grant (CDBG) Action Plan. (CFN-493) The 2006 Community Development Block Grant Action Plan for approximately 5879,795, including funding allocations and contingency plans, was approved, and the Mayor was authorized to execute the appropriate certifications and agreements F. Third Quarter Fee-ln-Lieu Funds. (CFN-118) The $65,700 for fee in lieu of funds from developers was accepted and the expenditure of funds in the Seven Oaks Park, East Hill Skate Park and Turnkey Park budgets was authorized G. Sole Source Purchase for Gateway Signalle Project. (CFN-120) The Mayor was authorized to enter into an agreement with DPA Signs, Inc for $58,450 to fund fabrication of directional signage for the City, upon review by the City Attorney 2 tKent City Council Minutes November 1, 2005 H. Comprehensive Plan Amendment and Revisions to Kent City Code 12.13, School District Capital Facilities Plans. (CFN-961&775) November 15, 2005 was set as the date for a public hearing to consider amendment of the Capital Facilities Element of the Kent Comprehensive Plan and amendment of Chapter 12 13 Kent City Code to incorporate the updated Capital Facilities Plan of the Auburn, Kent and Federal Way School Districts, and changes to adopted school impact fees. I. King County Community Organizing Program Mini-Grant. (CFN-122) The King County Community Organizing Program Mini-Grant, which will be used to support the Kent Youth Board's Conference speaker on substance abuse and registration for community teams to attend the conference, was accepted J Muckleshoot Indian Tribe Grant. (CFN-122) The Muckleshoot Indian Tribe Grant to be used by the Volunteers in Police for the Hands of Friendship program was accepted. K. Bauer Breathing Air Compressors Purchase. (CFN-122) The purchase of two (2) breathing air compressors and related equipment was authorized. L. ISG Thermal Systems Cameras Purchase. (CFN-122) The purchase of eight (8) ISG Thermal Systems Cameras was authorized. M State of Washington Military Department Grant Amendment. (CFN-122) The Mayor was authorized to sign an amendment to the contract with the State of Washington Military Department, Emergency Management Division. N. Regional Disaster Plan Renewal. (CFN-122) The Mayor was authorized to sign the Regional Disaster Plan Signatory Documentation Sheet. O. Interlocal Agreement with Citv of Covington for Fire Prevention Services. (CFN-122) The Mayor was authorized to sign a renewal Interlocal Agreement with the City of Covington for fire prevention services. P Street Vacation, Portion of 132nd Avenue SE, Resolution Setting Hearing Date. (CFN-102) Resolution No. 1713 setting a public hearing date of December 13, 2005 for the street vacation located along a portion of 132nd Avenue S E was adopted. Q. 2006 Annual Budget. (CFN-186) November 15, 2005 was set as the second public hearing on the 2006 Budget. R 2006-2011 Capital Improvement Plan. (CFN-775) November 15, 2005 was set for the second public hearing of the 2006-2011 Capital Improvement Plan. S. Comprehensive Plan Amendment to include 2006-2011 Capital Improvement Plan. (CFN-377&775) November 15, 2005 was set as the date for a public hearing to consider amendment of the Capital Facilities Element of the Kent Comprehensive Plan to include the 2006-201 I Capital Improvement Plan, which will be heard in a second hearing this same date T. 2005 Tax Levy for 2006 Budget. (CFN-104) November 15, 2005 was set as the public hearing date for the 2005 Tax Levy for the 2006 Budget. 3 Kent City Council Minutes November 1, 2005 U. Street Vacation Ordinance, Portion of 108th Avenue SE. (CFN-102) Ordinance No 3766 vacating a portion of 108`" Avenue SE was adopted. V. Public Housing Safetv Initiative Memorandum of Understanding. (CFN-122) The Public Housing Safety Initiative Memorandum of Understanding was accepted. W Kent School District Agreement for One School Liaison Officer. (CFN-122) Renewal of the agreement with the Kent School District for one school liaison officer was authorized. OTHER BUSINESS A. Urban Density (CFN-377) After holding four public hearings, the Land Use & Planning Board made recommendations for text and map amendments to the Kent Comprehensive Plan and Kent Zoning Code, related to urban density The Planning & Economic Development Committee approved the Board's recommendation with four amendments. Gloria Gould-Wesson of the Planning Department outlined the project, recommendations, and options RANNIGER MOVED to make correspondence received on this issue a part of the record. Clark seconded and the motion carried. CLARK MOVED to approve CPA-2004-5, the Urban Density text and map amendments to the Kent Comprehensive Plan and Kent Zoning Code as recommended by the Planning & Economic Development Committee, and to direct the City Attorney to prepare the necessary ordinances Ranmger seconded HARMON MOVED to amend the motion to change the SR-2/SF-3 portion of Upper Mill Creek to SR4.5/SF4 5 Raplee seconded. Gould-Wesson noted for Clark that this is Option 2, and that it has been considered by the Land Use and Planning Board. The motion to amend carried The main motion then carried as amended. BIDS A City Hall Annex Re-Roof. (CFN-120) The bid opening was held on October 18, 2005 with five (5) bids received. The apparent low bid was submitted by Scholten Roofing for the amount of $87,000 00, excluding Washington State Sales Tax. RANNIGER MOVED to authorize the Mayor to enter into an agreement with Scholten Roofing for the amount of S87,000, plus Washington State Sales Tax to complete the City Hall Annex Re-roof Project. Harmon seconded Hodgson explained that the bid is higher than the estimate due to a rise in construction costs and to weekend work The motion then carried. B Firing Range Make-up Air Heating Improvements. (CFN-122) The bid opening was held on October 20, 2005 with two (2) bids received. The Parks Director recommended authorizing the Mayor to enter into an agreement with the apparent low bidder, Crescent Sheet Metal, for the amount of$49,942.00 RANNIGER SO MOVED Raplee seconded and the motion carried REPORTS Operations Committee. (CFN-198) Clark noted that the Suburban Cities meeting will be held on November 16 in Tukwila. Public Works. (CFN-198) White noted that the next meeting will be held at 5.00 p.m. on November 7. 4 ' Kent City Council Minutes November 1, 2005 Planning and Economic Development Committee. (CFN-198) Clark noted that the next meeting will be held on the 3rd Monday of the month at 4.00 p m Administrative Reports. (CFN-198) Hodgson reminded Councilmembers of an Executive Session of approximately 20 minutes to discuss property acquisition and said no action afterward is anticipated. CONTINUED COMMUNICATIONS A. Kent Plaza. (CFN-1298) Bob O'Brien, 1131 Seattle St , expressed concern that this project will cost S2.8 million and require 3-4 full time employees to maintain it Hodgson clarified that there will not be 4 FTE's B. Parking. (CFN-1298) Ted Nixon, 911 E. Temperance, urged the Council to look carefully at what area is reserved for future municipal parking C. Traffic on James Street. (CFN-171) Kristi Soderlund, 821 3rd Avenue North, expressed concern about traffic on James Street She submitted a petition requesting that the entrance to Kent Station from James be closed and the access to the North Kent community be re-opened THOMAS MOVED to make the petition a part of the record. Raplee seconded and the motion carried. Public Works Director Blanchard then addressed Soderlund's concerns. D. Traffic on James Street. (CFN-171) Doug Packard, 209 James, spoke in opposition to the barriers and expressed concern about access for emergency response vehicles Pam Newcomer, 839 3rd Avenue North, also voiced concern about safety, especially for children. It was decided to send this issue to the Public Works Committee to explore options. E. Police Department. (CFN-122) Martin Plys, 3004 S. 256th, questioned the actions of the Kent Police Department in various situations The Mayor and the Police Chief responded to his comments regarding police processes EXECUTIVE SESSION The meeting recessed to Executive Session at 8.05 p in. and reconvened at 8 25 p in. ADJOURNMENT At 8 25 p.m THOMAS MOVED to adjourn Harmon seconded and the motion carried. Brenda Jacober, CMC City Clerk 5 Kent City Council Meeting Date November 15, 2005 Category Consent Calendar 1. SUBJECT: TOURISM CONTRACT WITH KENT CHAMBER OF COMMERCE— AUTHORIZE 2. SUMMARY STATEMENT: As recommended by the Operations Committee, approve the 2006 tourism contract with the Kent Chamber of Commerce for $18,000 (using lodging tax revenues). Under this contract, the Kent Chamber would maintain the www kentlodgmg com webstte, mail marketing materials to interested parties, staff the 1-800 Kent Lodging phone number, develop a Kent tourist map for distribution at Kent hotels, work with the Kent Downtown Partnership on a downtown tourist kiosk, and promote Kent hotels to Portland residents who could ride the special weekend Sounder trains from Kent Station to Mariners and SeaHawks games 3. EXHIBITS: 2006 Kent Chamber contract 4. RECOMMENDED BY: Operations Committee (Committee, Staff, Examiner, Commission, etc.) 5. FISCAL IMPACT NONE Expenditure? Revenue? I Currently inthe Budget? Yes X No If no: Unbudgeted Expense: Fund Amount $ Unbudgeted Revenue: Fund Amount $ 6. CITY COUNCIL ACTION: Councilmember moves, Councilmember seconds DISCUSSION: ACTION: Council Agenda Item No 6C i Exhibit 1 CONTRACT FOR SERVICES BETWEEN THE CITY OF KENT AND KENT CHAMBER OF COMMERCE THIS CONTRACT is made by and between the CITY OF KENT,a Washington municipal corporation (hereinafter the "City"), and KENT CHAMBER OF COMMERCE, a Washington non-profit corporation (hereinafter the "Kent Chamber"). RECITALS 1. It is the City's intent to increase occupancy at Kent hotels and motels, to promote Kent as a site for corporate meetings and events,and to promote tourism opportunities in Kent. The City desires that Kent Chamber perform certain services to assist the City in this program. NOW,THEREFORE, in consideration of the mutual promises set forth herein,it is agreed by and between the parties as follows: I. DESCRIPTION OF WORK 1.1 Kent Chamber shall perform the work described in the Scope of Services attached hereto as Exhibit"A" and incorporated herein by this reference. II. PAYMENT 2.1 The City shall pay Kent Chamber an amount not to exceed $18,000 00 during the duration of this Contract(January 1, 2006 through December 31, 2006) for the services performed as set forth in Exhibit"A." This is the maximum amount to be paid for the services contemplated in jSection I of this Contract,and such amount shall not be exceeded without prior written authorization of the City in the form of a negotiated and executed Addendum to this Contract. I2.2 The payment of funds to the Kent Chamber as established in this Contract shall be made on or following the dates set forth below following appropriate documentation of the work performed pursuant to the Scope of Services set forth in Exhibit"A" as follows Payment of$4,500 00 on March 31, 2006; June 30, 2006, September 30, 2006; and December 31, 2006 CONTRACT FOR SERVICES BETWEEN THE C[TY OF KENT AND KENT CHAMBER OF COMMERCE- 1 (November8,2005) 2.3 The City, or its authorized representative, shall have the authority to inspect, audit, and copy on reasonable notice and from time to time any records of Kent Chamber regarding its billings,payments,or work under this Contract to verify matching funds and expenditures made for the work performed herein. 2.4 In the event the Scope of Services is modified or changed so that more or less work or ftime is required by Kent Chamber, and such modification is reached by mutual agreement of the parties to this Contract, the payment for services and maximum Contract amount shall be adjusted accordingly. III. DURATION OF WORK The City and Kent Chamber agree that work will begin on the services described in Section I herein on upon execution of this Contract and shall continue until December 31, 2006, unless this Contract is earlier terminated as provided for herein. IV. TERMINATION 41 Funding Limited If the City receives reimbursement by any federal, state, or other source for the services described in Section I herein, and that funding is withdrawn, reduced, or limited in any way, the City may summarily terminate this Contract. Termination shall be effective ten (10) calendar days after Kent Chamber's receipt of the written notice by certified mail In the event of termination, the City shall pay for all services performed by Kent Chamber to the effective date of termination, as described in a final report submitted to the City. After termination, the City may copy all records and data within Kent Chamber's possession pertaining to the services described , in Section 1,which may be used by the City without restriction and without liability or legal exposure to Kent Chamber. 4.2 Termination for Failure to Prosecute Work or to Complete Work Satisfactorily. If Kent Chamber refuses or fails to prosecute the work with such diligence as will ensure its completion within the time frames specified herein,or as modified or extended as provided in this Contract,then the City may, by written notice to Kent Chamber, give notice of its intention to terminate the Kent Chamber's right to proceed with the work On such notice, Kent Chamber shall have ten (10) calendar days to cure, to the satisfaction of the City or its representative, or the City shall send Kent CONTRACT FOR SERVICES BETWEEN THE CITY ' OF KENT AND KENT CHAMBER OF COMMERCE-2 (November 8,2005) Chamber a written termination letter which shall be effective upon Kent Chamber's receipt of the written notice by certified mail or personal delivery. 4.3 Rights Upon Termination. In the event of termination, the City shall pay for all services performed by Kent Chamber to the effective date of termination, as described on a final invoice submitted to the City. After termination,the City may take possession of all records and data within Kent Chamber's possession pertaining to this project which may be used by the City without restriction. V. RELATIONSHIP OF PARTIES The parties intend that an independent contractor-employer relationship will be created by this Contract. No agent, employee, representative, or sub-contractor of Kent Chamber shall be or shall be deemed to be the employee, agent, representative, or sub-contractor of the City. Kent Chamber will control and direct the performance and details of its services The City is interested only in the results obtained under this Contract. None of the benefits provided by the City to its employees, including, but not limited to, compensation, insurance, and unemployment insurance are available from the City to the employees,agents,representatives,or sub-contractor of Kent Chamber. Kent Chamber will be solely and entirely responsible for its acts and for the acts of Kent Chamber's agents,employees,representatives,and sub-contractors during the performance of this Contract The City may,during the term of this Contract, engage other independent contractors to perform the same or similar work that Kent Chamber performs hereunder. VL DISCRIMINATION In the hiring of employees for the performance of work under this Agreement or any sub- contract hereunder, the Consultant, its sub-contractors, or any person acting on behalf of such Consultant or sub-contractor shall not, by reason of race, religion, color, sex,national origin,or the presence of any sensory, mental, or physical disability, discriminate against any person who is qualified and available to perform the work to which the employment relates. Consultant shall comply with City Administrative Policy 1.2, Minority and Women Contractors, a copy of which is attached hereto as Exhibit"B." CONTRACT FOR SERVICES BETWEEN THE CITY OF KENT AND KENT CHAMBER OF COMMERCE- 3 (Nowmber8,2005) VII. INDEMNIFICATION Kent Chamber shall defend, indemnify and hold the City, its officers, officials, employees, agents and volunteers harmless from any and all claims,injuries,damages, losses or suits, including all legal costs and attorney fees, arising out of or in connection with the Kent Chamber's performance of this Contract,except for that portion of the injuries and damages caused by the City's negligence t The City's inspection or acceptance of any of Kent Chamber's work when completed shall not be grounds to avoid any of these covenants of indemnification Should a court of competent jurisdiction determine that this Agreement is subject to RCW 4.24 115, then, in the event of liability for damages arising out of bodily injury to persons or damages to property caused by or resulting from the concurrent negligence of the Kent Chamber and the City, its officers, officials, employees, agents and volunteers, the Kent Chamber's liability hereunder shall be only to the extent of the Kent Chamber's negligence. IT IS FURTHER SPECIFICALLY AND EXPRESSLY UNDERSTOOD THAT THE INDEMNIFICATION PROVIDED HEREIN CONSTITUTES THE KENT CHAMBER'S WAIVER OF IMMUNITY UNDER INDUSTRIAL INSURANCE,TITLE 51 RCW,SOLELY FOR THE PURPOSES OF THIS INDEMNIFICATION. THE PARTIES FURTHER ACKNOWLEDGE THAT THEY HAVE MUTUALLY NEGOTIATED THIS WAIVER The provisions of this section shall survive the expiration or termination of this Agreement VIM INSURANCE Kent Chamber shall procure and maintain for the duration of the Contract,insurance against claims for injuries to persons or damage to property which may arise from or in connection with the performance of the services hereunder by Kent Chamber, its agents, representatives, employees,or sub-contractors. Before beginning work on the project described in this Contract, Kent Chamber shall provide a Certificate of Insurance evidencing I. Commercial General Liability insurance written on an occurrence basis with limits no less than $1,000,000 combined single limit per occurrence and$2,000,000 aggregate for personal injury, bodily injury and property damage Coverage shall include but not be limited to blanket CONTRACT FOR SERVICES BETWEEN THE CITY OF KENT AND KENT CHAMBER OF COMMERCE-4 November 8,2005) contractual; products/completed operations/broad form property damage, explosion, collapse and underground (XCU) if applicable; and employer's liability; and 2. Professional Liability insurance with limits no less than $1,000,000 limit per occurrence. Any payment of deductible or self-insured retention shall be the sole responsibility of Kent Chamber. The City shall be named as an additional insured on the Commercial General Liability insurance policy,with respect to the services performed by or on behalf of Kent Chamber and a copy of the endorsement naming the City as additional insured shall be attached to the Certificate of Insurance The City reserves the right to receive a certified copy of all the required insurance policies. Kent Chamber's Commercial General Liability insurance shall contain a clause stating that coverage shall apply separately to each insured against whom claim is made or suit is brought, except with respects to the limits of the insurer's liability. Kent Chamber's insurance shall be primary insurance as respects the City and the City shall be given thirty (30) days prior written notice by certified mail, return receipt requested, of any cancellation, suspension or material change in coverage. IX. ENTIRE AGREEMENT The written provisions and terms of this Contract, together with any Exhibits attached hereto, shall supersede all prior verbal statements of any officer or other representative of the City,and such statements shall not be effective or be construed as entering into or forming a part of or altering in any manner whatsoever, this Contract or the Contract documents. The entire agreement between the parties with respect to the subject matter hereunder is contained in this Contract and any Exhibits attached hereto. All of the above documents are hereby made a part of this Contract and form the Contract documents as fully as if the same were set forth herein. X. MODIFICATION CONTRACT FOR SERVICES BETWEEN THE CITY OF KENT AND KENT CHAMBER OF COMMERCE- 5 (,vowmber8,2005) No waiver, alteration, or modification of any of the provisions of this Contract shall be binding unless in writing and signed by a duly authorized representative of the City and Kent , Chamber. XI. ASSIGNMENT Any assignment of this Contract by Kent Chamber without the written consent of the City shalt be void If the City shall give its consent to any assignment, this paragraph shall continue in full force and effect and no further assignment shall be made without the City's consent. XII. WRITTEN NOTICE All communications regarding this Contract shall be sent to the parties at the addresses set forth below, unless notified to the contrary. Any written notice hereunder shall become effective upon personal service or upon the date of mailing by registered or certified mail, and shall be deemed sufficiently given if sent to the addressee at the address stated in this Contract or such other address as may be hereafter specified in writing* CITY OF KENT- KENT CHAMBER OF COMMERCE: Nathan Torgelson Marcelle Pechter Economic Development Manager Executive Director City of Kent Kent Chamber of Commerce 220 Fourth Ave. S. 524 West Meeker St., #H-1 Kent, WA 98032 Kent, WA 98035-0128 XUL NON-WAIVER OF BREACH The failure of the City to insist upon strict performance of any of the covenants and agreements contained herein, or to exercise any option herein conferred in one or more instances shall not be construed to be a waiver or relinquishment of said covenants, agreements, or options, and the same shall be and remain in full force and effect. XIV. RESOLUTION OF DISPUTES If any dispute arises between the City and Kent Chamber under any of the provisions of this Contract,jurisdiction of any resulting litigation shall be filed in King County Superior Court, King County, Washington. This Contract shall be governed by and construed in accordance with the laws CONTRACT FOR SERVICES BETWEEN THE CITY OF KENT AND KENT CHAMBER OF COMMERCE-6 (November 8,2005) of the State of Washington. Each party shall be solely responsible for its costs, expenses, and attorney's fees incurred in any litigation arising out of the enforcement of this Contract. XV. DUPLICATE ORIGINALS This document is executed in duplicate originals. IN WITNESS WHEREOF,the parties have executed this Contract on the day and year first above written. CITY OF KENT KENT CHAMBER By: By: Its. Its- Date- Date: APPROVED AS TO FORM: Tom Brubaker, Kent City Attorney r CONTRACT FOR SERVICES BETWEEN THE CITY OF KENT AND KENT CHAMBER OF COMMERCE - 7 (Navember8,1005) DECLARATION CITY OF KENT EQUAL EMPLOYMENT OPPORTUNITY POLICY The City of Kent is committed to conform to Federal and State laws regarding equal opportunity. As such all contractors, subcontractors and suppliers who perform work with relation to this Agreement shall comply with the regulations of the City's equal employment opportunity policies. The following questions specifically identify the requirements the City deems necessary for any contractor, subcontractor or supplier on this specific Agreement to adhere to. An affirmative response is required on all of the following questions for this Agreement to be valid and binding. If any contractor, subcontractor or supplier willfully misrepresents themselves with regard to the directives outlines, it will be considered a breach of contract and it will be at the City's sole determination regarding suspension or termination for all or part of the Agreement, The questions are as follows: I. I have read the attached City of Kent administrative policy number 1.2. 2. During the time of this Agreement I will not discriminate in employment on the basis of sex, race,color,national origin,age,or the presence of all sensory,mental or physical disability. 3. During the time of this Agreement the prime contractor will provide a written statement to all new employees and subcontractors indicating commitment as an equal opportunity employer. 4. During the time of the Agreement 1, the prime contractor, will actively consider hiring and promotion of women and minorities. 5. Before acceptance of this Agreement, an adherence statement will be signed by me, the Prime Contractor, that the Prime Contractor complied with the requirements as set forth above. By signing below, I agree to fulfill the five requirements referenced above. Dated this day of 1200. By For- Title. Date- EEO DOCUMENTS- t (Contract btwn Kent Chamber and City) (November 8, 2005) 1 CITY OF KENT ADMINISTRATIVE POLICY NUMBER: 1.2 EFFECTIVE DATE- January 1, 1998 SUBJECT: MINORITY AND WOMEN SUPERSEDES: April 1, 1996 CONTRACTORS APPROVED BY Jim White, Mayor POLICY• Equal employment opportunity requirements for the City of Kent will conform to federal and state laws. All contractors, subcontractors, consultants and suppliers of the City must guarantee equal employment opportunity within their organization and, if holding Agreements with the City amounting to $10,000 or more within any given year, must take the following affirmative steps 1. Provide a written statement to all new employees and subcontractors indicating commitment as an equal opportunity employer 2. Actively consider for promotion and advancement available minorities and women Any contractor, subcontractor, consultant or supplier who willfully disregards the City's nondiscrimination and equal opportunity requirements shall be considered in breach of contract and subject to suspension or termination for all or part of the Agreement Contract Compliance Officers will be appointed by the Directors of Planning, Parks, and Public Works Departments to assume the following duties for their respective departments. 1. Ensuring that contractors, subcontractors, consultants, and suppliers subject to these regulations are familiar with the regulations and the City's equal employment opportunity Policy 2. Monitoring to assure adherence to federal, state and local laws, policies and guidelines. EEO DOCUMENTS-2 (Contract btivn Kent Chamber and Cit)v) (November 8, 2005) CITY OF KENT EQUAL EMPLOYMENT OPPORTUNITY COMPLIANCE STATEMENT This form shall be filled out AFTER COMPLETION of this project by the Contractor awarded the Agreement I, the undersigned, a duly represented agent of CMWN. hereby acknowledge and declare that the before-mentioned company was the prime contractor for the Agreement known as that was entered into on the_ (date) between the firm I represent and the City of Kent I declare that I complied fully with all of the requirements and obligations as outlined in the City of Kent Administrative Policy 1.2 and the Declaration City of Kent Equal Employment Opportunity Policy that was part of the before-mentioned Agreement. Dated this day of 200 By- For: Title: Date: EEO DOCUMENTS-3 (Contract btwn Kent Chamber and City) (November 8, 2005) i EXHIBIT A: Scope of Services The Kent Chamber of Commerce has worked in partnership with the City of Kent since 2000 to increase occupancy at Kent lodging facilities, to promote Kent as a site for corporate meetings and events, and to promote tourism opportunities in Kent Proposed activities for 2006, for a total $18,000 contract: Web Site: Hosting and content administration $3,100 Deliverable(s) 1. Maintain and manage site host contract 2. Update data as needed 3. Generate and distribute monthly activities reports 4. Write and run at least three news articles and/or advertisements promoting the website in the Chamber's bt-weekly newsletter, The Voice of Business Advertising: Maintain toll-free number and fulfill travel collateral requests $260 Deliverable(s) 1. Generate and distribute monthly activity reports Industry Research& DevelopmentAncrease visitor's spending& lodging nights $12,000 Deliverable(s): 1. Facilitate plan development and implementation of a visitor information center or kiosk in downtown Kent At minimum, the Chamber will solicit input from the Kent Downtown Partnership, Seattle Southside Visitor Services, lodging and attraction establishments. 2. Feature Seattle Southside Visitors Services at meetings with at least the Board of Directors and Kent-based hospitality related businesses 3. Work to establish a coordinated "Lodging & Transportation' package aimed at Portland, Oregon residents. The package would encourage people to stay in Kent hotels and ride special weekend Sounder Transit runs to sporting events in downtown Seattle 4. Add a Centrex telephone line between the Kent Chamber and SSVS to direct transfer visitor related calls. 5. Produce a City of Kent "visitors map" that includes landmarks and attractions Miscellaneous Services:Attend Lodging Tax Advisory Board Meetings,coordinate $2,640 with Seattle Southside Visitor Services Deliverable(s) t Information and expertise provided at regular scheduled meetings and upon request EEO DOCUMENTS-4 (Contract btwn Kent Chamber and City) (November 8, 2005) Kent City Council Meeting Date November 15, 2005 Category Consent Calendar 1. SUBJECT: 2006 KENT REPORTER CONTRACT FOR KENT CONNECTIONS NEWSLETTER — AUTHORIZE 2. SUMMARY STATEMENT: Authorize the 2006 Kent Reporter contract for the purpose of publishing the City of Kent newsletter, subject to the City Attorney approval of contract documents. The City of Kent began publishing the Kent Connections city newsletter in the Kent Reporter in 1998. The content and design are completed in-house and forwarded to the Kent Reporter for publication and distribution. The Kent Reporter is a twice monthly tabloid newspaper that is direct mailed to 28,000 households in the Kent area. The City pays for an increased circulation once a month to reach all residents within Kent City Limits. The Kent School District pays for an additional circulation from the Kent city limits to the school district boundaries. As a result, the Kent Connections in the Kent Reporter is distributed to approximately 68,000 Kent area business, homes and apartments. This is included in the 2006 operating budget, not to exceed $61,000. 3. EXHIBITS: Memo to Operations and contract 4. RECOMMENDED BY: Operations Committee 1111105 (Committee, Staff, Examiner, Commission, etc.) 5. FISCAL IMPACT Expenditure? Yes Revenue? Currently in the Budget? Yes X No If no. Unbudgeted Expense: Fund Amount $ Unbudgeted Revenue- Fund Amount $ 6. CITY COUNCIL ACTION: Councilmember moves, Councilmember seconds DISCUSSION: ACTION: Council Agenda Item No. 6D INFORMATION TECHNOLOGY Sue Lester, Acting Director ►� T Phone 253-856-4600 WAS M, o �A Fax. 253-856-4700 Address- 220 Fourth Avenue S Kent, WA 98032-5895 DATE: November 1, 2005 TO: Kent City Council Operations Committee FROM Sue Lester, Acting IT Director Dea Drake, Multimedia Manager THROUGH- Mayor Jim White SUBJECT: 2006 Kent Reporter Contract for Kent Connections Newsletter MOTION: I move to approve the 2006 Kent Reporter Contract for the purpose of publishing the City of Kent newsletter, subject to City Attorney approval of contract documents. SUMMARY: Please find attached for your review and/or approval, a 2006 contract for publication and distribution of the City's Kent Connections one-page newsletter in the Kent Reporter. BUDGET IMPACT: Included in the 2006 operating budget, not to exceed$61,000. BACKGROUND: The City of Kent began publishing the Kent Connections city newsletter in the Kent Reporter in 1998. The content and design are completed in-house and forwarded to the Kent Reporter for publication and distribution. The Kent Reporter is a twice monthly tabloid newspaper direct matted to 28,000 households in the Kent area The City pays for an increased circulation once a month to reach all residents within Kent City Limits. The Kent School District pays for an additional circulation from the Kent city limits to the school district boundaries As a result, the Kent Connections in the Kent Reporter is distributed to approximately 68,000 Kent area businesses, homes and apartments According to the 2005 Citywide External Survey, "A large percentage of Kent residents continue to read Kent Connections. • Seven in ten (69%) report reading Kent Connections (74%in 2004) • One-fifth (22%) of those who read the newsletter rate the value in terms of keeping them informed of city business "excellent" and 59% rate the value "good" (20% "excellent" and 55% "good" in 2004). • A new trend emerging in 2005 suggests younger citizens are getting more value from Kent Connections. Respondents age 18-35 who have read the newsletter are significantly more likely than older readers to report receiving an "excellent" or"good" value (92% vs 77%, respectively) • The perception of value has increased significantly among the 18-35 age group in the past year (77% giving "excellent" or "good" ratings in 2004), while " excellent" and "good" ratings have remained consistent among the 36+ age group (75% in 2004)." Kent connections 2006 to operations doc i CONTRACT UPDATES: • The 2006 contract increases the Kent Reporter twice monthly base coverage in zip code 98042 by 4,000 homes, bringing total base circulation to 31,983 residents, at no additional charge to the City(the previous base was 28,000) In prior years, this area only received the Reporter when the City paid for the increased circulation once a month • The base full page ad price increases by$65 in 2006, making a base monthly rate of$1,450. • The Kent Reporter and the City audited the carrier routes and the base coverage of the Kent Reporter resulting in an increased circulation overage of 2,000, or 14,784 households (up from the previous 12,468). The estimated additional circulation overage paid for by the City had not been audited since the original contract in 1998. • The cost per thousand for the overages remains the same as 2005 @$240 per thousand. • The contract allows an option for canceling the service with thirty days written notice This allows flexibility for the new Marketing Director as she develops the City Communication Strategy. SUMMARY: Item (per month) 2005 2006 Base bi-monthly coverage 28,000 = $0 00 31.983 = $0 00 One page 2-color monthly ad $1,385 00 $1,450 00 Expanded mail to City Limits 12,468 x $240/1000 = $2,992.32 14,784 x $240/1000 = S3.548 00 Total Monthly Charge $4,377 32 $4,998.00 Total Yearly Charge $52,527.84 $59,976 00 RECOMMENDATION. Staff recommendation is to continue this publication in 2006. Communicating with our citizens has been a high priority item for council This continues to be a more cost effective solution than direct mail options. In addition, it increases the base circulation, a benefit to many of our citizens Attachments- Proposed Kent Reporter 2006 Contract Kent connections 2006 to operations doc Agreement The CITY OF KENT, hereinafter the "City" and the KENT REPORTER hereinafter the "Reporter" agree to the following: The City agrees to purchase display advertising in the Reporter for the purpose of producing a City newsletter (Kent Connections) for the citizens of Kent, at a minimum frequency of once each month, and, the Reporter agrees to publish and distribute at least one edition each month during the period: The term of the agreement shall cover the Reporter issues of January 2006 through December 2006. Either party may terminate this agreement upon 30 days written notice. The City agrees to purchase from the Reporter one full page (equivalent to 65 column inches at $22.31 per column inch) at a monthly rate of$1,450.00. This price will include printing in black ink plus one extra spot color. Full color may be purchased for use in the ad at a cost of$125, per issue. The page shall be placed as far forward in the editions in which the City newsletter appears as possible, unless an alternate location is agreed to by both the City and the Reporter. The City will have full control over the name, editorial content, and layout of the City newsletter, and will provide the Reporter with camera ready or electronic copy of the newsletter for production purposes. In each edition of the Reporter that includes the City newsletter, the Reporter will provide the City with a front page teaser indicating that the City newsletter is included inside the newspaper. The City and the Reporter will mutually review and determine postal carrier routes for the publication's delivery. This review shall ensure that the entire incorporated boundary of the City receives the publication. These routes may be updated monthly as needed to accommodate changes in the City's incorporated boundaries. The Reporter agrees to direct mail 31,983 copies of the Reporter to residents within the Kent city limits. Additional copies will be produced and mailed at a marginal cost of $240 per 1,000 copies. For 2006 these additional copies include homes, apartments and businesses within the City incorporated boundary. For budget purposes for 2006 this has been calculated at 14,784 deliveries per month, excluding any adjustment as determined in the above paragraph. Five hundred (500) additional copies will be delivered to the City for the City's use at no extra cost. The Reporter also agrees to provide the City with certification from the post office verifying the number of copies marled upon request. City of Kent Kent Reporter 220 4th Avenue South, Kent,WA 98032-5895 King County Journal Newspapers 600 South Washington Avenue Jim White,Mayor, City of Kent Kent, WA 98032-5707 Date On behalf of the Kent Reporter jAttest City Clerk, City of Kent Date Approved as to legal form: Tom Brubaker,City Attorney, City of Kent Kent reporter 2006 Agreement doe t Kent City Council Meeting Date November 15, 2005 Category Consent Calendar 1. SUBJECT: UTILITY BILLING SYSTEM REPLACEMENT— AUTHORIZE 2. SUMMARY STATEMENT: Authorize the Mayor to sign the contract with Springbrook for a new utility billing system and associated implementation services plus other project items within established budgets, subject to City Attorney approval of contract documents. Over the past eight years the City has been replacing critical business systems that run on the City's obsolete legacy hardware. The utility billing system is the final system to be replaced. This contract provides for the acquisition of software along with services to assist the City in the implementation of the software. The new software will provide the City with more flexibility in managing utility accounts and position the City to provide utility customers with the option to review and pay their utility bills on the web. 3. EXHIBITS: A binder containing the memo to Operations Committee; Utility Billing RFP; Vendor comparisons; Springbrook RFP Response; and Sprmgbrook contract and addendums, has been provided with the agenda packet 4. RECOMMENDED BY: Operations Committee I1/I/05 (Committee, Staff, Examiner, Commission, etc.) 5 FISCAL IMPACT Expenditure? Yes Revenue? Yes Currently in the Budget? Yes No X If no Unbudgeted Expense- Fund T200XX.6XXXX.190X Amount $506,646 Unbudgeted Revenue. Fund T20OXX 6XXXX.190X Amount $506,646 6. CITY COUNCIL ACTION: Councilmember moves, Councilmember seconds DISCUSSION: ACTION: Council Agenda Item No. 6E INFORMATION TECHNOLOGY Sue Lester, Acting IT Director Phone 253-856-4600 Fax 253-865-4700 KENT Address 220 Fourth Avenue S ` wA s H I N a Tn N Kent,WA 98032-5895 November 1, 2005 TO: Kent City Council Operations Committee FROM: Sue Lester, Acting IT Director Mike Lane, Senior Systems Analyst THROUGH: Mayor Jim White SUBJECT: Utility Billing System Replacement MOTION: I move to recommend that the Council approve the contract with Springbrook for a new utility bitting system and associated implementation services plus other project not to exceed $506,646 subject to City Attorney approval of contract documents SUMMARY: Over the past eight years the City has been replacing critical business systems that run on the City's obsolete legacy hardware. The utility billing system is the final system to be replaced This contract provides for the acquisition of software along with services to assist the City in the implementation of the software The new software will provide the City with more flexibility in managing utility accounts and position the City to provide utility customers with the option to review and pay their utility bills on the web. BUDGET IMPACT:Technology Plan 2002 Project budgeted at $506,646 Estimated Costs S rin brook Contract $302,326 Server Hardware/Software/Database $60,420 Other Trainor Costs $5.300 Staff Backfill $65,000 Contingency $73,600 Total $506,646 BACKGROUND: The existing utility billing system was implemented in 1989. The system utilizes obsolete technologies that do not allow the City to offer expected services to its customers. The City released a request for proposals (RFP) in February 2005 Eight vendors responded An evaluation team with representatives from Finance, Public Works Operations and Information Technology reviewed and scored the responses. The three top scoring vendors were invited to demonstrate their software to the evaluation team After extensive evaluation, reference checks and site visits, Sprmgbrook was selected as the apparent successful vendor to move forward to the contract negotiations phase of the project. i 1 t t t KEN T WASHINGTON REQUEST FOR PROPOSALS UTILITY BILLING SOFTWARE SYSTEM Proposal Due Date & Time Friday, March 18, 2005 2:00 p.m. (Pacific Standard Time) i SUBMIT PROPOSALS TO City of Kent Attn• City Clerk— Proposal for Utility Billing Software 220 Fourth Avenue South Kent, WA 98032-5895 1 t 1 t t City of Kent Utility Billing Software RFP 1 TABLE OF CONTENTS INTRODUCTION ................................................................................... ...................... PURPOSE ... . ... ... . .. .. .. ........ ...... .. .3 i CURRENT ENVIRONMENT . , ..... .. .. ......... ... ....................... .. . 3 PROPOSAL SUBMISSION.................. 4 REQUIREMENTS . ... .. ........ .... .. . ..... . ... ....... . ..... ............. .......... ........ ........... 4 COSTS . . ... ........ .. ..... , . . .. . .. . .. .. ............... . ......... .. ........ . . ........... .. . 4 ITEMSBEYOND SCOPE......... ....... .......... ... . ....... .. . ............... . .. ........... .. . . .. ......... .4 INQUIRIES ........... . . ........ . ................. . ......... .. . ....... .5 INCORPORATION OF RFP AND PROPOSAL IN THE FINAL AGREEMENTS ...... .5 FINAL RANKING AND SELECTION . .......... .. .. ..... .. ......... .. . .. 5 BEST AND FINAL PROPOSAL . . ........ . .......... .. ............. ........ ........ ................ 6 VENDOR DEMONSTRATIONS.... . ............ . . .. .. . . 6 SITEVISITS .. ......... .. . ............ .. ....... . .. .. ...... .. . .. ..... ... ... .. .. . .... . . ... .. 6 PROPOSAL SCHEDULE .. ....... . ... ............. ......... ... . ... .. ... ......... .. . ... .. .... . . . . . 6 REJECTION OF PROPOSALS ...... .. . . .... ..... ......... .. . ... ..... ....... . .. ...... .. .. .. .... .....6 PROPOSALFORMAT...........................................................................................................................7 PROPOSALGUIDELINES.....................................................................................................................8 LETTER OF TRANSMITTAL.................. ......................... ............................... . . ............... .. ... .. 8 TABLE OF CONTENTS .... ......... .. ....... ............ .. .... . .. ....... .. .. ..... ........... . .. .. 8 VENDOR PROFILE . . . .. .. ...... . . .. . ... . .. ..... .. 8 SUBCONTRACTORS ...... .. . ...................................... ... ................... ............. ........ .. ........ 8 HARDWARE ENVIRONMENT. ............ . ....... ......... ... ...... .......................... ........... ..... ...... . 8 SOFTWARE ENVIRONMENT . .... .. .,. . 9 SYSTEM SECURITY.. ....... ....... ..... ... .... . .. . ...... . .................. . ... ... ............ 9 SYSTEM INTERFACES . ... .... ...... . .... . .. . .... ........ 9 E-BUSINESS SERVICES .. .. . ........ .. ... . . ......... . .. .. 9 IMPLEMENTATION &TRAINING PROGRAM ..................... . . . .. ..... ... ............................ .....10 MAINTENANCE& SUPPORT PROGRAM . ..... .. ...... . .... . .... .. .. ... . .. ................I.......... .... 10 FUNCTIONAL REQUIREMENTS .. .. ... . .. 10 USERGROUP . ...... .......... . ...... . . .. ........ ............ ..... ..... .............................................10 CLIENT REFERENCES . . . .......... ... .. . .. .... ..... ...... . .. .. ........ ............. ..... .. ...... 11 PRICE QUOTE .. .... . .. .......... ... 11 SAMPLE DOCUMENTS .. . .. . . ...... ..... 11 ADDITIONAL INFORMATION., . . ....... ... .... 11 FUNCTIONAL REQUIREMENTS SYSTEM USABILITY FEATURES . ..... .. ..... .. .. . .. . . ... . ..... .... . ... ...... ........ ....... 13 VENDOR SUPPORT FEATURES . .. .... . .... ................ ...... 17 SOFTWARE FEATURES . .... ..... ....... ....... . .... .. .. . ..... . .... 18 SYSTEM INTERFACE FEATURES .. ...... . . ... .. ...... .. 19 REPORT AND DATA FEATURES .. .... .. . .... 22 City of Kent Utility Billing Software RFP 2 jINTRODUCTION Purpose The City of Kent (herein after referred to as "City") is requesting proposals for a Utility Billing Software system This will be a competitive negotiation process The City reserves the right to reject all proposals and issue another Request for Proposal (RFP) The City is not responsible for any costs incurred by potential vendors in preparing and submitting their proposal Price is an important consideration in the process, but not the only consideration The City may consider other tangible and intangible factors including, without limitation, track record of successes at other municipalities or utility districts, identification and understanding of the City's requirements as 1 embodied in the following list of questions, experience and qualifications of key personnel, and perceived general business reputation. Current Environment The City currently uses Datanow's Utility Billing System, which is based on a Hewlett Packard HP 3000 hardware platform that is unsupported by the manufacturer The City has approximately 15,000 active accounts that are billed on a monthly basis for water and sewer services The City has approximately 24,000 active accounts that are billed annually for storm water services The customer base is expected to grow to 35,000 or more within 10 years The City provides routing information for both water meters and solid waste services. The current utility billing system used by the City interfaces with the Classlnfo Point of Sale cash receipting system, Hansen Inventory and Work Order Management system, Radix meter reading system and PeopleSoft EnterpriseOne (formerly JD Edwards OneWorld) for refunds and general ledger accounts Statements are printed, processed and mailed off-site through Kaye Smith It is likely that future City issues will include migration to a radio-based meter reading system and addition of a significant number of new customers via annexation Any proposed software should have the ability of interfacing to all of the above-mentioned systems or similar systems as required The City's technological environment relies on standard components to lower costs, enhance security, and provide reliable operation The City's standard is based on Hewlett Packard hardware containing Intel-based processors HP Blade servers are being used to deliver an increasing number of City applications Currently, the City is attempting to move as many applications as possible towards a thin-client or zero weight client solution Several City applications are currently delivered using a Citnx/ web browser solution. City of Kent Utility Billing Software RFP 3 PROPOSAL SUBMISSION Requirements The original proposal and one (1) electronic copy or the original proposal and three (3) printed copies must be submitted to the City Clerk in a sealed envelope by 2 00 p m on Friday, March 18, 2005, and clearly marked- Proposal for Utility Billing Software Proposals should be delivered to City Clerk City of Kent 220 Fourth Avenue South , Kent, WA 98032-5895 All proposals submitted must be valid for at least one hundred eighty (180) days after the proposal due date in order to be considered The City reserves its absolute right to accept or reject any proposals delivered after the deadline, and any proposals so rejected after the scheduled closing time shall be returned to the vendor Proposals may be sent by mail or hand delivered, however, if sent by mail, the responsibility for delivering a proposal to the City before the deadline is wholly upon the vendor Proposals submitted by telefascimile will be summarily rejected unless the City determines to make a special exception Costs Those submitting proposals do so entirely at their expense There is no expressed or implied obligation by the City to reimburse any individual or firm for any costs incurred in preparing or submitting proposals, providing additional information when requested by the City, or for participating in any selection interviews Items beyond Scope Items that are beyond the scope of this request for proposal include, a. Computer Servers and Workstations, The City maintains an inventory and will separately purchase any additional commercially available workstations and servers required for the Utility Billing System b Relational Database Software- The City maintains licenses and will separately purchase any additional required licenses for commercially available Relational Database Management Systems (RDBMS) I City of Kent Utility Billing Software RFP 4 Inquiries iAll communications regarding this RFP from vendors and other sources must be directed to: Michael Lane, Senior Systems Analyst City of Kent Phone- (253) 856-4642 220 Fourth Avenue South Fax (253) 856-4735 Kent, WA 98032-5895 Email mlane(d)ci kent wa us 1 All questions must be submitted in writing (may be faxed or sent via e-mail) This City of Kent contact will receive written requests for clarification and/or interpretation for this Request for Proposal up to seven (7) business days prior to the proposal due date Do not contact other City employees without prior consent. i Incorporation of RFP and Proposal in the Final Agreements The RFP and the vendor's proposal, including without limitation, all promises, warranties, commitments, demonstrations, and representations made during the proposal selection process, shall be binding and incorporated by reference into any contract entered into with the vendor as a result of this RFP process Final Ranking and Selection A Committee will make a recommendation for the award of the contract to the vendor whose proposal is determined to be the most suitable for the City, considering all the criteria as set forth in this Request for Proposal, including but not limited to I • The vendor's ability to meet the functional and technical requirements described in this RFP • The vendor's ability to provide a cost-effective solution that meets the financial goals of the City • The vendor's ability to provide quality, timely, cost effective implementation services • The vendor's ability to provide timely program modifications and upgrades in response to changing needs, requirements, and technological changes • The vendor's ability to interface with other systems used by the City The vendor's ability to ensure an adequate audit trail exists and provide for a proper segregation of duties. The vendor's ability to demonstrate stable, consistent product operation, system expertise and excellent service as evidenced by site visits and client references. i City of Kent Utility Billing Software RFP 5 Best and Final Proposal The City reserves the right to select a vendor for continued consideration or contract award based upon the written proposal, without further discussions Should the review committee determine that further discussions would be in the best interest of the City, the Committee shall establish procedures and schedules for conducting discussions and/or presentations with selected vendors When in the best interest of the City, the Committee may request that one or more vendors revise selected portions of their proposals for continued consideration in the selection process Vendor Demonstrations The City retains the right to request selected vendors to present a proposal to the committee Each proposal will be evaluated on various factors, including without limitation, the clarity, comprehensiveness, and ease of identifying pertinent information and suitability of the product and services The City will provide a script for vendor demonstrations. ■ Site Visits The City retains the right to request selected vendors to allow visits to sites currently using the proposed system Proposal Schedule The following schedule is a best estimate of the timeframe required to complete proposal evaluations and is subject to change without prior notice Publish RFP ............................. .... ......... .......... February 25, 2005 Proposal Due Date . . . ... . ..... ... March 18, 2005@ 2 00 p m (PST) Conduct Vendor demonstrations ... April 18 —April 29, 2005 Conduct customer site visits . ..... .. .. .... ... May 2 — May 13, 2005 Select vendor(s) .... .......... . To be determined at a later date Negotiate contract terms & conditions .. ....... .. ......... To be determined at a later date Begin system implementation To be determined at a later date Begin live operations ........ .... . . To be determined at a later date Depending on the responses received, the City may alter this schedule or change it completely Also, the City may, at any time in the process, stay or terminate continued discussions with any selected vendor and take up discussions with any other vendor As a result, as stated in the initial "Requirements" section above, the City will rely on the 180 day validity period binding each proposal Resection of Proposals The City of Kent reserves the right to reject any and or all proposals, and waive any informalities in proposals and may waive minor deviations from the specifications and shall be the sole judge thereof Selection of a vendor shall not be construed as a contract award The City may award a contract on the basis of information in addition to that received in a proposal Therefore, it is emphasized that all proposals should be complete and submitted with the most favorable financial terms City of Kent Utility Billing Software RFP 6 PROPOSALFORMAT ' In order to thoroughly analyze the responses to the RFP, vendors are required to prepare their proposals in accordance with the instructions outlined in this section. Vendors whose proposals deviate from these instructions may be considered non-responsive and may be disqualified at the discretion of the City Vendors should present their products, services and applicable features in a clear and concise manner that demonstrates the capability to satisfy the requirements of this RFP. Emphasis should be concentrated on accuracy, clarity, comprehensiveness and ease of identifying pertinent information and suitability of the product and services. The proposal should be organized into the following major sections Letter of Transmittal Table of Contents Vendor Profile Subcontractors Hardware Environment Software Environment System Security System Interfaces E-Business Services Implementation & Training Program Maintenance & Support Program Functional Requirements User Group Client References Price Quote Sample Documents Additional Information 1 City of Kent Utility Billing Software RFP 7 PROPOSAL GUIDELINES The following items are guidelines for the minimum information requested in each section of the proposal f Letter of Transmittal a Provide the title of the proposal b Provide a written description of the proposal. c Provide the date on which the proposal is made. d Provide the date on which the proposal expires e Provide the printed name, signature, and signature date for the person or persons authorized by the vendor to make the proposal Table of Contents a. Provide a list of proposal sections and the starting page number for each section. Vendor Profile a Provide the company name, address, city, state, zip code, and telephone and fax numbers b Provide the name, title, address, phone, and fax numbers, and e-mail address of the primary contact person for this proposal c Provide a brief overview of the company including number of years in business, number of employees, nature of business, and description of clients d. Describe the evolution of the utility billing software Include the date of the first installation and the major developments which have occurred (e g., new version, new modules,) e. Indicate the number of total product installations, including year of installation, number of sites, number of users, and the number of new installations currently in progress Subcontractors Please explain the extent and nature of all additional companies that will supply goods and services under this proposal Include in your response the following, a The words "Not Applicable" if this section does not apply b The name, address, and telephone number for each subcontractor c. A brief description of the goods and/or services that each subcontractor is expected to provide under this proposal Hardware Environment a. Describe the recommended overall system hardware configuration, including the number and scope of server and workstation computers, and any additional components and peripherals b Describe the recommended server and workstation configurations, including descriptions of central processing urnt(s), networking hardware, hard disks, power supplies, printers, and any additional components and peripherals c Provide the number of customer accounts supported by the proposed hardware configuration. City of Kent Utility Billing Software RFP 8 Software Environment a Name the programming language(s) that were used to develop the system b. Describe the reporting tools that are provided as part of the system or that are compatible with the system c Describe the methods used by the system to prevent errors and to recover from errors. d. Describe the methods used by the system to archive and/or purge data e. Describe the basis for software licensing for the system (e g , named user, concurrent user, site license, etc...). f. Describe how the system supports Coding Accuracy Support System (CASS) certification. g Indicate whether any or all of the source code is provided to the customer so that the system can be enhanced and customized for the particular customer h. Describe the development tools that are provided to allow customers to enhance and customize the system System Security a. Describe the security provisions provided by the system. b. Describe all security, accounting, and other certifications that apply to the system c Describe the ability of the system to track, and recover if necessary, configuration changes, user updates, and data modifications and deletions. d. Describe how the system controls user access to specific functions, forms, reports and data fields e. Describe how the system protects data during transmission from or to external systems. f. Describe how the system protects sensitive information from disclosure g. For systems that provide an E-business component, describe how the system verifies Icustomer identities and protects customer and payment information System Interfaces a. Describe the standard interfaces provided with the system that allow external systems to pull data from and post data to the system ' b. Describe the protocols used by the system to communicate with external systems. c. Describe the ability of system users (e g , City staff) to create custom reports and data extracts I d Describe the redundancy and error correction features provided by the system. e. Describe the methods available with the system that allow system users to configure, customize, and update the system (custom menus, configuration files, database views, etc ) to facilitate reporting and communication with external systems E-Business Services a Describe the features provided by the system that allow customers to conduct business with the City using the internet b. Describe the technology used to provide E-business services City of Kent Utility Billing Software RFP 9 Implementation & Training Program Please provide a detailed plan for implementing and for providing training for the proposed system This information should include a Example Implementation plan from a previous implementation b Example Data Conversion plan from a previous data conversion c Estimated hours required for City staff to support system setup, configuration, and startup d Course Descriptions including number of hours per day and total duration e Suggested course audiences In addition, please answer the following questions, I f Describe how you would determine whether the proposed system would closely match City needs. g. Describe how you conduct product testing and explain how it will ensure the system is ready for production. Maintenance & Support Program Please explain any post-implementation support that is provided Include in your response the following a The type of support available (telephone, web-based,etc .), hours of operation using Pacific Standard Time, and average response time b Problem reporting and resolution procedures c The method used to calculate maintenance fees (e.g., #of users, % of software purchase, etc ) d Maintenance release schedules including frequency and method of distribution e. The methods used to control software configurations f. A description of the types of system customizations that are available. Functional Requirements Please see the Functional Requirements section of this document for guidelines User Group ' Please describe the user group associated with the vendor's products. Include in your response the ■ following a The name and approximate size of the user group b. Contact information for user group officers and/or key contributors c User group website address (e g , http //www yourusergroup org). d A list of conferences and periodic meetings hosted or attended by the user group e Any additional relevant user group information City of Kent Utility Billing Software RFP 10 Client References Provide a list of at least five (5) municipalities or utility districts that use your Utility Billing System that are comparable in size and billing structure to the City As part of this list, include the names and phone numbers of responsible individuals who can be contacted If possible, these municipalities and/or utility districts should also use the E-Business features offered by the vendor Otherwise, provide a list of other municipalities or utility districts that use the E- Business features, with a total E-Business list of not less than five (5) municipalities or utility districts As part of this list, include the names and phone numbers of responsible individuals who can be contacted The City reserves the right to contact any person or organization for information regarding a vendor regardless of the references provided by the vendor Price Quote a. Provide a comprehensive price quote that individually lists, describes, and totals all of the anticipated costs to put the proposed system into operation for the City b Include the costs for any modifications that will be required to meet City needs c. Include the estimated annual costs to provide maintenance and support for the proposed system This should include any initial and ongoing costs for third-party software and services. d. Include the costs to train City staff to use the system. e Include staff hourly rates for additional work that is in addition to the scope of any contract. f Calculate and list the total applicable taxes for each major line item in the price quote Sample Documents Please include a sample of the following documents a Software/implementation services contract b. Statement of Work outlining Vendor and City responsibilities c. Maintenance/Technical Support contract d Training manual for the proposed Utility Billing System. e User manual for the proposed Utility Billing System f. Standard reports for the proposed Utility Billing System, including billing invoices Additional Information This section should include supplemental information that will differentiate your proposal from other vendors' proposals City of Kent Utility Billing Software RFP 11 Functional Requirements The features listed in the following tables have been identified by the City for inclusion in the desired utility billing system The answers provided in this section must directly reflect the proposal being made The responses should be in the following format For each checklist item: i Mark the "Yes" box (left) if the item is included as part of the standard package Mark the "No" box (middle) if the item is not available Mark the "Mod" box (right) if the system requires a modification to meet the specification Enter brief explanatory comments in the Vendor Response column where appropriate Each item is labeled as "R" (Required) for items that are expected to be included in any proposed system or as "O" (Optional) for items that would be considered a useful enhancement For clarity, additional lengthy comments should be provided on a separate attachment with the section title and item number clearly referenced i i City of Kent Utility Billing Software RFP 12 n D C) Cn c O c (p — 7 N < is"O < Cll D Cl) < Cn C' W N m W C 0 'N-. ,_� C CU cn (D a N C � `< C2 .(1) Q Cf) N c .N-Y U) m m (1) I ' C CD CD N (Q m N "6 N O 3 CD O N m 3 Cll .-. 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CD N CD rt a a p C N T� C '-« ""' N C CD N m _ N N _C � 0 C2 3 C1 �, 7 w. w _ Q N O N 3 O0 N 0 — 7 O CD m C � icn Z � (Q O Q CD Q_ CD � m (D < � n m CND a v O 6 (n 6 3 m 3 c con) OR c O c cn < : N Q 3 W(Q — - N (Q (S CD cn cn 7 '-' CS K CD CD c = N 3 ° m Q < Q (n (a3 = 3336mCQ (rtrtD Q3N .N. `< "6 6 (Q c (Q '6 _ Q. (p Cv CD N CD 7 CD to m m rt + CD 3 CD CD a < 3 < � m W �' 0 3 CD m O 7_CD m m CL CD tll o (n m m l CD 6 Q- a i 3 � C- M X X m M i � m Q m 3 Q. O 0 N I O 3 N CD w System Usability Features # Feature Type Yes No Mod Vi 10. System performs "Delayed Billing". Note: In many cases, City customers move to different R El El El during winter months Currently those customers must either pre-pay or temporarily change to a • different mailing address 11. System can capture, store, and report the results of one or more deduct meters per account R El El El 12. System consolidates bills for customers with multiple meters related to a single service and multiple meters R ❑ ❑ ❑ associated with multiple services 13 Where appropriate, System distributes funds from a single R ❑ El ❑ payment to reconcile multiple related accounts 14 System supports use of pre-printed forms for billing, invoice, and shutoff notices R ❑ ❑ ❑ 15 System supports use of stock paper for billing, invoice, and R ❑ El El notices 16 System supports Coding Accuracy Support System (CASS) R certification. ❑ ❑ ❑ 17 System stores all address information in a format consistent with U S Postal Service requirements, including separate fields for street number, prefix (pre-direction), street name, R ❑ El El type, postfix (post direction), suite, city, state, and zip code (zip code +4 format and foreign postal code compatible 18 System allows customer service representatives to retrieve within 10 seconds (at any time during the life of the system), a copy of any current or previous invoice for any R El ❑ El at any time that contains the same information and is formatted identically to the invoice provided to the customer. 19 System allows accounts to be billed off-cycle (e.g , "final R El El ❑ billings") City of Kent Utility Billing Software RFP I � N � AW Oo co OD rn ci, N CD cnocn0cnocQcn < U,Qco v cn ncnn cn cn Q0 << < CD < _ o < < �_ < � �< ° < m < _ CD CD M CD CD CD O O (D 3 CD CD O (D CD CD CD CD CD w � cn Q 3 v a o -a 3 cn w v v CD m m o co v C) N v m Cn w to CD 0 0 0 n � N C1 o SU C2 0 C _ sv O C CD O O O sv `n CD w Q m 3 ° cn � v a a CD Q o CD 0 v � O cn o m cvi so 1 o v m m < C v 3 < a r' rt � , 0- m CD a CD n Cn n ° 3 3 3 Q c m ( ° O- O ° _ aQ °c m sli m = a• 3 3 3 m � m 3 0 � � 3 sv 3 ma * m a s < a ° mm cM cm (n ° a ? °- v' a 3cn s � m cn 3 - m N CD CD 3 � � acn 3 m o � 0 7- o v ocQ �' 0 cD ,_. g � n) v �' � aOm 3 N a O N w n�i o 1 3 ? Q - O m Q CD m CD n CQ N O CD O O a O CD N N " CD Cv CD 7 z C CQ O Cn Q N C a N CD C CAD CAD N ,�.' _0 CD CD C1 all O n Q Q 7 (D O Q O N O Q 7 .. n N CD CD 3 C Cl) < < M n o m e = O 0 CU Cll - 7 0) CD 7 Cn C � O o- 7 � C n O- N 0 o n. Cn 6 Q- 6 n (% CD 7 O 0 CD cn !v CD , C 0) N O a N CD c CD j O cn 1 3 cn Q cc a CO 3 C' O n Q 7 6 3_ <M CD Q = " O O' ° !y 3 f) CD O Cn 3 CD cnCD C 0 7 � fv `< a- 7 r. a' 3 n O Q N C N. CD cn 3CD 7 C CD O CQ CD (n U) , `G o CD CU 3 CD CD w CD( Cn Q. 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Unlike many software products that grow stagnant over time, our systems are a= constantly improving and evolving both technically as well as functionally Our user ` group provides input which proves instrumental in developing new product features We pride ourselves in keeping our products on the forefront of technology so our clients will never find themselves stranded with a technically obsolete product With tight version control and modification sharing amongst our users, your system will continue to evolve and improve over time at little or no cost to you Value in Partnership At Springbrook we recognize purchasing a software solution takes a tremendous amount of energy, time and resources We believe our clients should only go through this process once Focusing on long-term partnerships with each client is our number one priority This practice dedicates Springbrook to ensuring our clients receive the very best products and service available, beginning with the initial procurement and extending into the future Sincerely, John Rowe Senior Account Manager Springbrook Software Ph 503 820 2217 Cell 503 750 5782 JohnrcDsprbrk com � 1 2 rivers ry 1 SPR-l-NGBF,OOK- SOFTWAR-E- 0 1 KENT W R3..kM'k'�F 1 City of Kent, WA Response to RFP TAB 1 • • 0IBM1 REMWI r r 1 i i �.Oe System InterFaes -- 8.0 E - Business Serviced , R 9, Implementation $ Trainlnq Program,,. i 10.0 Maintenance & Support Progr 11.0 Functional Requirements ,p _ 12.0 User Group 13 0 Client References ....... . ...:. : . ..:�_.� . }a, 14.0 Price Quote MAN-0 w 15.0 Sample Documents .. 164 Additional InformationIQI ,A Privately owned since its founding in 1985, Springbrook Software develops, markets and supports software solutions for Integrated fund accounting and customer service tracking , exclusively for local governments Springbrook Software is one of the few companies that has not acquired growth through acquisitions 100% of Springbrook's growth has been through the enhancement and expansion of Its product line More than simply software products, the Innovative applications are designed to empower Springbrook's clients in managing large flows of Information with efficiency, speed and convenience, The Springbrook product line is illustrated below Financial applications: Customer Information Service applications: General Ledger „i *Utility Billing , *Accounts Payable *Device Inventory Management *Purchase Orders • Special Assessments *Requisitions * Building Permits *Budgeting *Work Orders • Budget Forecasting * Land Parcel Management *Payroll • Maintenance Management • Human Resources •Vehicle Stickers/Licenses • Project Management * Pet Licenses * Fixed Assets,: " * Business Licenses • Central Cash Management * Accounts Receivable * Inventory " • Customer Tracking & Code Enforcement Springbrook Software understands the frequently changing demands facing Its clients and designs each product with the flexibility necessary to meet those needs These products get the , job done quickly, reliably and cost-effectively Clients tell Springbrook their software solutions work reliably for years-- so reliably they are able to focus on meeting organizational demands rather than on the underlying technology Development History Since its founding, Springbrook Software has focused on providing comprehensive, fully integrated systems to local municipalities, with emphasis on flexibility and functionality throughout the suite of applications As the year 2000 approached, most software vendors patched their existing software, attempted to put in a front-end GUI/Windows patch or are lust now releasing a "Windows" product Springbrook Software took a different approach Each application was rewritten in one of the top 41h generation languages in the world First released in July of 1997, , these 100% Windows-based applications put Springbrook miles ahead of the competition For eight years, Springbrook has continued to enhance its true 32-bit, fully integrated Windows solutions This means your organization can depend on Springbrook to provide mature, stable and fully integrated products, as well as offering you leading-edge technology at very affordable ' prices Imagine never being faced with another software implementation again With Springbrook this is not a dream, it is reality Request forResponse For the City of Kent,WA SMINGBROOK March 18'",2005 v`I I\%11ZI Page 4 The utility billing module, first released in 1985, has undergone tremendous improvements throughout its 20-year history What began as a custom module built with the needs of one city in mind has grown into a full-featured system capable of handling over 100,000 billing accounts without negatively effecting the system's performance Numerous additions and enhancements have been made over the years, most notably • Windows release of utility billing, 1997 ■ Customer-based shift, providing the ability to track client history throughout residency within the city via one central location, 1997 ■ Budget billing, introduced in 1998 Release of Version 6, 2000 Winter averaging, 2000 ' M Expanded to unlimited rate codes, service codes, historical information, 2000 Refunds and collections, 2001 Backflow, 2001 ■ New account, final account and meter change-out wizards, 2001 ■ (QBE)Query-by-example functionality, 2002 ■ Unlimited electronic attachments, 2002 PDF Writer auto archiving, 2003 ■ Microsoft Word unlimited templates, 2003 ■ Electric(TOU) Time of Use billing capability, 2004 • Device and Meter maintenance, 2004 Technology Dedication Springbrook Software is dedicated to delivering what clients need, without empty promises or non-existent products By supplying local government entities with applications designed to provide real, timely solutions, Springbrook allows its clients to build a strong technological platform for the longterm Springbrook stays alert to business and technology trends, examines how those trends will affect clients' organizations, and delivers products that meet its clients' needs Relying on Springbrook Software means your agency will always have software that is at ' the forefront of technology With 30% of the operating budget devoted toward product research and development, various features have been added which extend the functionality of the applications and increase ease-of-use Due to this dedication, the software has earned a reputation of being powerful, while exceptionally user-friendly ' One of the most important benefits of Springbrook Software's solution is the dedication to technological advancement via vendor-neutral development All Springbrook applications utilize ' a true client/server configuration that is platform independent; allowing the system to be distributed on both Windows and Linux/Unix operating systems In imm addition, the database managers are vendorindependent, and are able to be deployed on multiple database engines including the popular Microsoft SQL Springbrook only uses true-enterprise database ' engines with virtually no size limitations This separates Springbrook from other software packages that use Access or MSDE SQL, which have 2-gig limitations and a five concurrent user governor This dedication to vendor neutrality and scalability insulates the Springbrook applications from industry trends by offering multiple types of configurations Request theor Proposal SPRINGBROOK For the City of Kent,WA K N T March 18'",2005 OF 5% \kL w.a. .a... Page 5 irganizational Research/ Administrative , Sales/Marketing Development 4 a�° 9% 30% Support Services 57% ' Client Service Dedication Springbrook employs a staff of 60, including a large number of former local government employees who provide unique insight into the issues and business decisions facing local government entities Springbrook's staff, with a combined total of nearly 100 years of local government experience, gives the company a distinct advantage in achieving Its client service goals Because Springbrook Software knows strong client satisfaction is born from excellent client service, the company continually strives to provide Its clients with the best training and support possible Springbrook believes by offering live, person-to-person support and training, clients are able to use each application as efficiently as possible, as quickly as possible Few vendors take the time to truly I; assess and evaluate how prospective clients conduct their Springbrook at a Glance: day-to-day operations Springbrook ' Software does Through the Privately held corporation,established'in 1985 business process study, or BPS, 9 111 SW 5'°Avenue,Suite 2900 Portland,Oregon, 97204 Springbrook is able to determine , the best way for prospective clients II Phone 503,820 2200;Fax: 503 820 4500 to utilize the software package to II Contact' John Rowe,Senior Account Manager accomplish your current and future V Phone 503 820 2217,Cell 503 750 5782 goals The BPS is performed prior , to signing contracts, which helps f Support Hours 4 am—6 pm Pacific Time Springbrook determine whether those goals may have a financial Impact on the total protect costs Springbrook Software is committed to providing an end result , that shows a true total for the protect with no hidden costs Springbrook uses these BPS results to formulate the Implementation outline that will be used to drive the protect successfully though the Implementation process ' Springbrook Software's current client base Includes 275 cities, counties, special districts and utility organizations in 27 states throughout the country Springbrook Is actively pursuing growth in all parts of the United States and is positioning Itself to be the dominant local government software vendor in its market Request for Proposal Response SPRANGBRooK For the City of Kent,WA KEN March 18'",2005 �01-1\N\K I H.x Page 6 i Spnngbrook does not utilize subcontractors in any portion of this proposal Not applicable 1 ' Request for Proposal Response • For the City of Kent, WA SPRNcsROOK ' KENT March 18`�,2005 11111t1 Page 7 , i Springbrook V6 Hardware & Software Requirements ' Microsoft SQL Server Installations ' In general, hardware and software requirements are a compiled list of the hardware, software, and network components necessary to both run a software package successfully, and receive a level of performance that is deemed "acceptable" It's worth noting that as software evolves and becomes more complex, the requirements for computer equipment must change as well Below we provide a listing of what we currently consider to be the requirements that will result in , an acceptable user-experience Equipment that is more powerful than what we have listed will be required for customers with a large numbers of accounts, or who otherwise process very large amounts of data If you have any questions about these requirements, or would like to discuss a specific configuration, a representative of Springbrook Software will be happy to assist you Intel-compatible Servers and Workstations—Multi-User Environment ' Following are the requirements for a dedicated server and for workstations utilizing the Springbrook Software applications Server: • Microsoft Windows 2000 Server (with Service Pack 2 or later), Windows 2003 Server • Microsoft SOL Server 2000, Standard or Enterprise versions • 2 GHz Xeon processor , dual processors recommended • 2 gigabytes of RAM • 30 gigabytes available hard drive space , • Hard disk drives in a RAID 1 or RAID 0+1 configuration, OS on separate physical drives from data is recommended • CD-ROM or DVD-ROM drive • 56 Kbps modem and modem phone line, or high speed Internet connection (i e DSL, ' cable modem, T1) • Symantec pcAnywhere32 v10 or later or Microsoft Terminal Services or Citrix Metaframe or GoToMyPC ' • Microsoft Internet Explorer 5 5, or later • Backup device (i a tape drive) • Unlnterruptlble power supply system • 100 Mbps, or faster, LAN connection using the TCP/IP protocol Workstation: • Microsoft Windows NT Workstation 4 0 (with Service Pack 6a), Windows 2000 Professional (with Service Pack 2 or later), or Windows XP Professional • 1 GHz Pentium III , • 512 megabytes of RAM • 512 megabytes available hard drive space • CD-ROM or DVD-ROM drive ' • 100 Mbps, or faster, LAN connection using the TCP/IP protocol • A minimum of one workstation must have an Internet connection and e-mail capability Request for Proposal Response SPRfNG.BROOK 'For the City of Kent,WA i KENT March 18",2005 �01 I\\1R[ -, Page 8 iV6 Archiving Customers should review their server's free hard drive space to accommodate any archiving that may be required Springbrook's fulfillment center can assist customers in completing this review Printers Laser printers,which are compatible with Microsoft Windows and HP PCL 4 or PCL 5, are required for use with our applications For those customers that generate large print jobs, additional memory for the printer may prove necessary Laser printers are required for printing checks in our applications Line Printers and Dot Matrix Printers may be used for specific reports in Utility Billing only Springbrook cannot guarantee the performance or compatibility of these printers, either with our application or with Windows We will configure the applications to provide compatibility for dot matrix and line printers on a "best effort" basis only The formatting of reports for these printers is custom, and is billed at our current hourly rate Maintenance of such reports is also billed hourly Although inkjet printers are very popular, we can't guarantee their compatibility with our software, and their use is not supported Hardware and Network Configuration and Maintenance All operating systems are the sole responsibility of the customer to configure, implement and maintain It is the customer's responsibility to accurately set up all peripherals to be used in conjunction with the operating system and the application software This includes, but is not limited to, mapping the correct network path (as needed), installing the correct print driver, installing and configuring any necessary print server devices, and correctly configuring the Windows Server's spooler processing service (as needed) We do not accept responsibility for poor performance due to incorrect or Inefficient hardware, operating system software, or network configuration Because our primary goal is to provide our customers with support for our applications, we highly recommend that a partnership be established with a network proficient consultant prior to moving to a Microsoft Windows Server environment and migrating to the Springbrook Software applications We feel this will provide you with the security and timely response to hardware and networking problems that you need, and allow our staff to provide you with assistance for your software questions Request for Proposal Response SPR-INGWOOK For the City of Kent,WA KE 0 T March 181",2005 Page 9 c N Q -� 0 ° � 3 H -- o � QCT c- CD zj O O N a(0 CD y -','; 3'`7 it t (�D 3 N E` 1t�a �' s, ..�� Q -p t (( q - cr (D `� Q p K (CD ❑ _ p O O- O a) � (� (D Q(Q 5 C n 0 cn r 6 ® p ° ;:p c 1' o 1 � cm n =ai (D -CD f Z CD x cn ? C. :3 ° CL acc 0 -U (D rF o 0 o v c c =„CCD c tin w o (a m cQ cn a ((DD C �00 '4W '�t� cn ((A CV o i;,,, , ;,,,;' S. p � O CIO ODOL o c I p Zr —• r CA D CD � 3 " m CDCD O - - ;® ❑x N V) Q - O CD07 - CD - ° N Q Y_ � N CD CD rt• N W ^ O (D �G 0 ((D •-� p N (D c- O (<D v cn O O O r' C O (A (D FF 81 -p O CDv (D z d (D v go CD O g m d CD (D tc O (D � � 7 3 ° Q O 3 (D 7 ZS(o CD 6 =• m Q 00 D O 'en 'Th — CD -, p n N© O C fA 0 Z _ ® 'o my N icy N „� m o Cm 00ccr, !' ' 30 0 0 ccoID10 t 7 0 Cp i i ', � _ m v, o �- �; ❑ m � o S' co v C° 3 3 n v m moo `gym Z CD N » (D O to as , Z O 0 CD EJ (D C ® 0 � Qo � c a m mi - -- 0 (D o� j mm��oo0 d00(i f OD0� 2- mS °�m� 0 N Q (oc CD oo �m ao..!g. loom aoMDom' m F® ® CD vea o D N 7 7 CD ® ® N (0 C L CD rn O Cp e`. � =` cn Q CD 3 cn CD 0 3 O t (c W 0 N E N 7 (D (D C(D fA C) 3 C CD !"F� CD N `< (D N S N 3 3 N yy�}qq v 6 m 3 7„i-=. kIII rig i � C SU o m � o n. xn xC7 . CS7 � N v LK CA ID N S N ::• CD N Fz c o `- ' m v v CD 3 CD o N (D CD N (nFn N "O CD 0- C1 � G 0 o O J ° (CD N _�:=71 , The state of application development has dramatically changed over the past three years The traditional "two-tier" client/server application does not satisfy the customer's appetite for faster, more scalable solutions with Internet access For development, Springbrook Software demands a complete, productive toolset, with which Springbrook can rapidly build and deploy applications nationwide All Springbrook Software applications are written using the number one 4`"generation language in the world, Progress Progress Software (www progress com), a leader in the development tools market, has long understood the requirement that Springbrook has to supply portable, componenttzed applications with a variety of user interfaces The Progress IDE has been enhanced so that Springbrook developers can build universal applications more productively Progress Software has made a significant investment in the 4GL, development tools, and Progress®SmartOblects?A9 in the Version 9 release, which will enable Springbrook developers to swiftly build open, distributable applications Springbrook Software offers its customers --and the local government market in general -- a variety of products based on several technologies The technology of each product is designed and configured to provide a software solution best suited to each customer, and in turn, to their customers All Springbrook Software's offerings were built to be year 2000 compliant from the ground up Each solution Is based on a true client-server architecture using a relational database and either a thin or fat client This configuration provides superior data integrity and performance, meaning that these configurations provide you with the ability to automatically roll out incomplete transactions in case of hardware or operating system failure The database platforms have been certified by their manufacturers to support large database(s), with many millions of records, without any degradation in performance The client-server architecture provides superior performance, as only the responses to a query or report (instead of the entire contents of a file—as in flat file systems such as in Foxpro, Access, or Cobol-based systems)are passed back to the user Springbrook's systems also feature data-server configurations that I allow queuing reports to process and print from the server instead of tying up a workstation, as in most windows applications • Springbrook Software is currently offering its customers a choice of database managers They can select a Microsoft SQL Server 2000 database-- known for its easy interconnectivity to Microsoft software products as well as those offered by other vendors, or a Progress database manager--also offering excellent connectivity as well as overall ease of maintenance and support Both of these offerings are industry standard with ODBC, JDBC and SQL connectivity. Microsoft SQL Relational Database • SQL Server is the most popular relational database on Microsoft Windows, with 38 percent market share (Gartner, June 2001) • Three independent studies have found that SQL Server has a lower cost of ownership than Oracle • SQL Server 2000 has attained a C2 Rating from the National Security Agency Request theor Proposal SPR-INGBROOK For the City of Kent,WA � KENT March 18",2005 Page 12 ' Progress Relational Database • 80% of the Fortune 100 Companies use Progress (US Treasury Department) • ODBC-Compliant • High Performance • Lowest Ownership Cost in the industry (Gartner Group and IDC) High Reliability Above Average Data Recovery Capability • UNIX option There are many methods for implementing Sprngbrook Software's application It can be as simple or sophisticated as you deem necessary, ranging from one to four tiers A typical installation is a two tier client/server configuration, but all of the methods listed below are currently being utilized by Springbrook's customers. The client environment for Spnngbrook consists of a number of libraries from Progress, which are referred to as the Client Networking component These files are referenced by the Sprngbrook application and are used primarily for the GUI functionality(window behavior, radio sets, selection lists, etc) In addition, there are a small number of OCX files and DLL files which are specific to Sprngbrook that are installed at the time of purchase Once installed, this client configuration does not typically require maintenance, the only exception being a major release, which occurs every few years The Sprngbrook application includes compiled windows and procedures, report writer libraries, help files, icons and images and other miscellaneous components This piece is typically installed as a shared folder that is referenced by the clients UNC is supported, so drive mapping isn't necessary The benefit to this installation method is that once upgraded, all clients are accessing the latest revision The update is done through an automated process, which allows the organization to request and download service packs through the Internet at a time of their choosing The database component can be run on multiple hardware/OS and database environments Unix for hardware platforms such as IBM RS/6000, HP/9000 and Linux are supported Microsoft solutions on Intel platforms are supported as well, and in this environment you also have the choice of MS SQL or the Progress database Another optional component is the Sprngbrook application server This broker/scheduler allows business logic to be run on a completely different her, and also provides scheduling capability for large fobs and reports This component is often run in a two-tier environment on the database server, simply for the advantages it provides in scheduling. Citrix is used by several customers to provide access to remote sites, or to simply centralize all components of the product In addition, Spnngbrook hosts the entire application and database for some clients using this technology Request for Proposal Response SMINGBR-OOK For the City of Kent WA KENT March 181",2005 Page 13 Here are several configuration possibilities: Two Tier/Application and Database on a single server TIER1 Client Progress Client Networking and Springbrook OCX/DLLs TIER2 File Server and Database Server MS/SQL Database or Progress Database Three Tier/Application and Database on separate servers TIER1 Client Progress Client Networking and Springbrook OCX/DLLs TIER2 Database Server(Necessary for UNIX implementations unless NFS is employed) Progress Database on Windows or UNIX TIER3 City Fileserver Springbrook Shared Application Folder Typically Microsoft or Novell File and Print Server, but others are possible Single Tier/ Citnx All tiers are centralized on one server Future Proof Framework Spnngbrook Software is working hard to protect your agency's investment by using Progress Software's 4� generation language and development tools Springbrook developers have moved to a Future Proof development framework, where business logic is componentized, database dependencies are removed from the user interface and user interfaces are created based on input/output requirements (web, graphical, character, PDA, etc) Springbrook developers are building 4GL business objects, testing it with development servers, and running these objects -- unchanged -- on the client or via the Progress AppServer or WebSpeed Transaction Server Additional Information Springbrook Software licenses the software by number of concurrent users anticipated This translates to the number of seats purchased for the database Springbrook Software's source code is held in escrow by the National User Group At this time, there are no development toolsets available to clients for further modifications to the software It is Springbrook Software's stance that it develops, markets and supports an off-the-shelf product which is flexible enough to meet the needs of a vast number of agencies throughout the nation Keeping every client on the same software allows for easier updates and upgrades to the software From the user's standpoint, it is valuable to have each organization running essentially the same software— it makes for a stronger user group, stronger continuity throughout the user-base, and a larger reference base for each organization to draw on Springbrook Software uses a third party software to support Coding Accuracy Support System Request the Cior tysal SPR1NCBP OOK For the City of Kent,WA 1 KE 0 T March 18 ,Zoos ,.....,,�-,. Page 14 Security Features Sprngbrook Software has taken great steps in securing your organization's data and ensuring your data integrity From basic application privileges to extensive field-level security, the software allows you to create and maintain as high a level of security as you wish Users User Groups Users User Groups ❑ � X ❑ fi X User Name Description ^ Group Code Description newellm Mary Newell Counter Front Counter CR peters) Judy Peterson _ _ IDS Dept Svcs Employee pdcher ,Ron Pdcher tardlr ,Robert Tardiff Trik Kathy Tn wagard Debbie Smith Wagar wdaond _ Dawn Wilson WSTUDY Workstudy _ youngp Pam Young v Module Security Frequently within organizations, the duties performed by each staff member do not overlap Therefore, there is a need for module by module security Spnngbrook Software gives you this ability by being able to dictate which modules each user can access at any time To make this process easier, Group Security allows you to set up a group of users who have similar rights, such as Administrative Assistants After each user has been added to this group, modifications may be made on a user-by-user basis to further Individualize the security settings Palette Security Within each module, Sprngbrook Software has developed palettes which list the functions available For example, Accounts Payable has a palette labeled Invoices While a user may need to view Information regarding vendors and payment terms, there may be no need for that user to access the Invoices palette Therefore, you may grant access to Accounts Payable, but remove Invoices from a user's rights This feature exists in each module and in each palette throughout the system Process Security Each process within the modules may be limited to entry, various report processing, posting of data, et cetera Should you require manager or supervisor approval before data Is posted to the system, you may disable the step for posting and grant those rights to another user Likewise, you may have the need to review reports prior to posting With proper security settings, the user doing data entry, once finished, may not continue with the processing until the reports have been triggered and reviewed by the appropriate user Request for Proposal Response For the City of Kent,WA SPR-INGBROOK KEN1' March 13",2005 v�fT�VAhF H.,. . .,. Page 15 Work Flow In addition to the standard security features, Springbrook Software has developed work flow capabilities in each of the module processes This feature allows each process to be broken Into multiple steps with an unlimited number of approvers at each step Approval may be as simple as notification, or as Involved as requiring a managerial approver to log in and advance the process to the next step §� as - ++.Accpw Payaee 0 ✓ r Chttk Apgwd ,/Sekci maces iopry Neat M. Detail- -ClJ."Adq ra" i. . „5 SubSystem ---- 91Bmch0010121[51 ,_`,•, _ < cesn a , Accounts Payable Description Invoice Enhy fj Posting Checks Process { Cj Check Approval p'�'�'�''` ,. i® Cj Select invoices to pay Next Work Flow I j [ rd Invoice Commit Members I - Status jr) Invoice Entry 9 I [ Stj Batch 001 01 2005(courtneyt Pro s Q`� Pr000ff List (1 (;'� G/L Distribution i_, i r +®Cash Receipts --Approval - P/M Distribution Commit User Name IDept i a Each work flow process is user-defined, giving you the ability to customize each process within the application if you wish While each organization has different uses for work flow, it is common to see such a work flow process set up in Central Cashiering For example, users are able to take in receipts throughout the day without notification moving to the manager Once the batch is complete, work flow is set up to stop the clerk from continuing on with the process until his or her supervisor- notified via Springbrook Software's instant messaging - runs the proof list for that batch of receipts This type of process allows for increased internal control of transactions within the organization, and helps to eliminate the extra work generated from erroneous entries Field-Level Security While users may be locked out of each window individually, from time to time it is necessary to grant users access to screens containing sensitive information In this case, Springbrook Software allows for each field to be removed based upon the user log-in For example, it is common to allow lower-level Payroll employees access to staff informational screens, however the social security numbers are still considered private In this case, the field and field label may be removed completely from the screen when viewed by those without permissions Request for Proposal Response SPPLINGQROOK For the City of Kent,WA KE 0 T March 181h Zoos IT�4'\RE .,„ ,„ Page 16 hz t t e Accruals General Info Job Detailsi' Employee No � J Accruals i Time Cards PR History i User Del PR Status r . Hit General Info Finanraal I Deductions I Dishibuhon 1 I Department FN +�„ Sjar3 �— Job Details Position FD Io Q Employee No lj� Job Title Work Co-Op Student f" Elected/Appointed Last COLA Statuz A�,—�ctive Hire Date 01/02/2003 Termination Date I Personal/Demographic - Department["N �C� Salary Level[f rss Avemsary Date�01/02/2001 Last Name Adams Position FD 10 q Grade I Step 1V Last COLA�� rV Part Time Job Category Official/Admen First Name Linda Middle Name. Jean Personal/DemograpMc - -- Picture - --- Address 1017Sunset Dr Last Name Adams SSri 544 118624 First Name Linda Birth Date 12/01/ 9962 Address Middle Name Jean Home Phone City Newberg Address 1017 Sunset Dr Bus Phone r( County No mtage on record Address�_ � Male State OR Zip. 97132 city Newberg G` Female County EEOC Face. Who. _7j State OR Zip 97132 In addition to field removal, every button on each screen may be removed for different log-in id's This effectively turns each maintenance screen into a view-only screen by disabling the 'save' button Any screen within the system may be altered based on user with very little effort Additional Security Information Springbrook Software has Incorporated an extensive audit trail in each module throughout the system The audit trail tracks the date, time and user for each change made to every field, in addition to new and old values for that field This detailed audit trail's purpose is two-fold Tracking changes and users, and Irestoration of original information if data is changed in error. When using Springbrook Software to provide e-commerce to your customer base, the system uses individual user security settings These settings are managed and permissions granted by the system administrator, who controls what type of information is needed for the customers' log-in and password All web pages and communications with external systems may be secured using the industry-standard SSL 128bit encryption Request for Proposal Response SPR(NGBROOK For the City of Kent,WA (CENT March 181M1,2005 I%v yRi Page 17 Studale Springbrook Software supports a number of different interfaces, all to be discussed in-depth during the BPS process It is commonplace to interface with a financial system, should Springbrook Software be selected as a utilities vendor, and vice versa. The requirements of such an interface—detail passed, frequency, et cetera—are up to the organization. Once those needs are identified, Springbrook works directly with the appropriate vendor to establish the interface. The primary protocol used is an ODBC DSN connection The system also utilizes COM object technology to commmunicate directly with third-party applications, and uses the application itself to actually update the data This is the method by which Springbrook Software currently interfaces with the Microsoft products, such as Access, Excel and Word Additional systems may have interfaces built, using a vendor-provided AN Error corrections are handled by field validation, such as date fields, integer fields, text fields, et cetera Redundancy is reduced by the use of centralized tables, such as the customer table and the parcel table Springbrook Software ships ODBC drivers standard with the application, allowing for additional detailed query and reporting capabilities In addition, a Report Writer is available for use in creating new—or simply modifying existing—reports throughout the system Within each module, Springbrook Software has integrated a query-by-example tool which allows for users to create their own queries which may then be saved and run again at any time The importance of access to information stored within the system is paramount to the functionality of the software application Therefore, Springbrook Software allows for a vast array of options for data retrieval, be it through reporting or queries 1 1 t t Request theor Proposal SMING3ROOK For the City of Kent WA KEN T March 18",2005 C fT b^11J Page 18 --2-2- E-Customer Service Online account access at your customers ' convenience i IYI _ S ngbroak IIII4 Water iatnct CL nca«w atlwM MDEiNWihY �}� d Pd...«`ywMaa4fNx'4r.uAui � I '�' - i r With Government E-Customer Service, your customers can: • Sign up for accounts, view account information and pay account balances 24 hours a day, 7 days a week • View billing history, payment history, consumption history, current balances, and account addresses • Complete electronic service requests through forms on the site • Receive online messages that you send directly to them With Government E-Customer Service, you can: • Stop sending paper bills to clients • Send messages to specific customers Link multiple accounts held by a customer • Get instant status on, total UB web receivables, number of web UB accounts, and website activity. Request for Proposal Response SPR-INGBROO For the City of Kent,WA K N March 18t",2005 .. . till Page 19 Migrating to a new financial software application can be both an exciting and exhausting undertaking Springbrook Software considers implementation management services to be vital to a successful implementation An implementation manager is assigned to manage all aspects of your implementation This manager works as a consultant to your team, managing your workload, checklists, task lists and keeping you apprised of the status of your project Your implementation manager will communicate with your team via on-going telephone and conference calls as well as written documentation A Springbrook financial certified public accountant and a utility billing specialist will conduct a business process study, BPS, which is a thorough review with your employees of your current business practices and the way you wish to perform those practices after going live with your new software Springbrook feels you deserve to know how much your project is going to cost and what it will involve before signing contracts Therefore, Springbrook requires that this billable service -- cost is included in implementation management services -- be conducted prior j to contracts being signed Both sides need to know everything possible about each other, the scope of the project and how Springbrook will address your needs and requirements After the BPS has been conducted, Springbrook will present a summary of its findings about how your agency needs to implement the new software In addition, you will receive a firm price on doing data conversion, any requested programming modifications and/or all other potential costs relevant to this project Any custom programming needed — in addition to standard programming throughout the system —will undergo thorough testing prior to installation at your organization's site Springbrook Software has a dedicated testing department, which works hard to ensure each file added to the system is of the best quality and will provide the desired results once installed This same practice is adhered to for each release of new files for enhancements and upgrades in the case of upgrades, beta-sites are used from Springbrook's client base, on a volunteer basis These beta-sites run through standard daily and monthly processes on the updated files before the upgrade is released. Springbrook Software also provides the Implementation Planning Session manual, designed to help make your transition a smooth one. This manual contains information about software installation, training, data conversions, user support, hardware and networking requirements and other topics Worksheets and checklists are included to fill out as you progress through the implementation process. Implementation Launch When Springbrook Software launches an implementation, it begins by making sure you have an implementation team assigned to you Your implementation team launches your implementation by gathering information about your site from the sales team, outlining your particular implementation and sending you an implementation manual Implementation Plan Using all the information gathered from the BPS regarding the hardware and networking evaluation and the utility billing structure and system evaluation, the implementation manager Request for Proposal Response C PII h GBRooK For the City of Kent,WA J f V IJIJ KEN T March 1C,2005 101 PA,\Rl Page 20 will work with you to establish a plan and timeline for your implementation of the Springbrook applications This plan will take into account all of the standard elements involved in implementing the applications and any necessary non-standard elements Despite the care taken to prepare well-informed and accurate timelines, there are several variables that could disrupt an otherwise smooth implementation process Springbrook cannot be held responsible for implementation delays caused by delays in networking set-up, networking or hardware I conflicts, corrupt, inaccurate, or incomplete data, delay in on-site testing of custom programming, bad weather, client employee absence, and other matters beyond Springbrook's control Following please find Springbrook's standard first week training check list. For each week of training sessions, trainers will provide the users with a listing of items to be covered At the end of the week, the trainer will review with your staff each item, ensuring both parties feel each requirement has been met At that time, the users will sign off on the check list Standard training days last eight hours, for a full five days per week If an adjustment needs to be made, the implementation coordinator will work with your staff to find the best timeline to meet your deadlines In utility billing, anticipate three full weeks of training on-site Within these training sessions, the core users are trained by the training staff directly Springbrook Software uses a train-the-trainer concept, enabling your staff to have a number of experts on hand to assist the peripheral users Because each implementation moves at different speeds and has different needs, Springbrook Software uses this check list as a guidline for the progress of each session. Adjustments may be made at any time, at the request of your users or the training staff The City of Kent would be provided a customized implementation outline and plan, addressing the specific needs of your organization 1 1 i I Request for Proposal Response SPR INGBP OOK For the City of Kent,WA March 18",2005 Page 21 Utility Billing Training Schedule and Sign-Off Sheet i Organization: j Trainer: Date: i Day One: Training Overview The following sections address the features in each module that will be covered during training All features within a module may not be covered in the same day Some of the features may not be appropriate to your operation and therefore will not be covered Some of the features within a module may not be covered in the initial training session but may be covered In a subsequent training session Training on some of the modules maybe addressed during telephone or modem training. , Participants: Name Title Signature Date Name Title- Signature: Date Name Title Signature Date , Training On-Site ModemEl Other Request for Proposal Response JI R �NGUt ooK For the City of Kent,WA KENT March 18'',2005 x�f�11,1RI Page 22 ' The menu Items and features checked on this page have been covered during training If training was declined, my Initials have been entered in the box next to the feature Training Day: 1 Utility Billing General Overview Main Menu Drop Down Palette Budget Billing Cash Receipts Collections Final Billing Maintenance Meter Readings Misc Charges New Billing Past Due Refunds Reports Service Requests Utilities Winter Averaging eRequest Service Pack Install Service Pack Central Search (Customer Relationship Management) Setting up the UB System Set up System Information Organization Information Account Information Lot Information Miscellaneous Information Explanation of the two databases (UB and Finance) Job Scheduler ElReport Archiving Request for Proposal Response SPI INGBKOOK • For the City of Kent,WA KENT March 18'°, 2005 ��'l1btN:f .,, Page 23 1 Setup Utility Billing Utility Billing Environment Past Due Notices Other Settings Service Descriptions Billing Setting Payment Settings Misc Field Labels G/L Accounts Miscellaneous Information System Security Cycle Code Maintenance 8 Add a billing cycle The difference between meter cycles and billing cycles Service Maintenance Add a Service The limitations of only 8 services "Pay First" and "Payment Priority" Add a service Rate Service Information Abbreviation Description Setting up the UB System (continued) Service Rate Maintenance Rate Information Minimum Unit Size i Flat Rate Multiply Minimum Multiply Cons Multiply Cons Level Prorate Minimum Prorate Cons Use Lot Units Prorate Cons Level Explanation of Tiered Consumption Brief explanation of Averaging GL Account Tax Request for Proposal Response SPR-ING3ROOK For the City of Kent,WA KENT March18' 2005 FT«1Rf „„ Page 24 1 Tax Code Set Up Location of Tax Code Maintenance Purpose of taxing services on accounts Location of the Taxable Toggle on the Service Rate Code Tables Location of the Tax Code on the customers Service Rate information Tab Review how the tax will generate ISetting up the UB System (continued) Special Charge Code Maintenance Purpose of special charge codes Add a special charge code Charge information Special Code (3 digit alpha numeric code) Flat amount or Percent Amount Explanation of a Trigger Code Explanation of minimum dollar amount 1 GL Interface Services Left column is used for past due charges and misc charges only Right column used to determine fund Service Request Code Maintenance Explanation of Service Request Code Service Code Explanation of Emergency Request, Initial Request and Final Request Charge Information Adding New Accounts New Account Wizard Lot Explain Directional, Second Address Line, Tax Lot format, No of Units Owner Explain three address lines (PO Box & C/O should be in third address line because of Postal Soft) e Customer (Owner and customer are one and the same) Request theor Proposal SPRANGaROOK For the City of Kent,WA KENT March 18•h 2005 a�rTV� VICI . Page 25 Meter (There are no meters attached to this lot) Explain initial service request Add Services (Notice that connect date defaults to today's date ) Add Rate Codes Explain Special Multiplier 1 Processing Meter Reads Enter Meter Readings Variance Earliest Read Date Reading period and year Overwrite existing reading dates and Modify all read dates Estimating an entire route Estimating a meter reading Explanation of how it sorts Automated Meter Readings Export Meter reads Import Meter reads Printing the Meter Proof List Beginning route and ending route Beginning date and end date Which account status to include and why Print the Meter Change Proof List Print the Meter Misread Report Print the Unread Meter Report Beginning route and ending route Meters with no account land meters with zero read Which account status to include and why Print Meter Sheets Beginning route and ending route Which account status to Include and why Request for Proposal Response Sf RINGBROOK For the City of Kent,WA KENT March 181h,2005 xt N-�Rf „„„....... Page 26 Training Day: 2 Processing Regular New Billings Processing Bills Explanation of batch display(system generated number) Explanation of entire batch number Explain Use of Job Scheduler Generate Bills Batch number, Batch month, and Batch year Billing Cycle Bulling Date Billing period and year related to meter period and year Period end date (Cycle end date, which Is beginning cycle date next period) List unbilled accounts Not manditory, all others are Print Billing Register Report type Budget amounts option Sort order(Advantage of using customer number) Explanation of consumption option (Billable vs Actual) Print Trial Balance Sort Order/Summary or Detail Explanation of showing only activity for the billing period Processing Regular New Billings (continued) Using Postal Soft Location of Certify Addresses Correct order of Addresses (C/O should be In address line three) Billing statement format hinges upon postal soft barcode Li Postal-Soft is a separate Software Manufacturer and certain troubleshooting Issues should be directed to them Print Billing Statements Request theor Proposal SMINGBROOK For the City of Ken[,WA March 18`",2005 KENT Page 27 Aan,w�ipv Select/Add a batch , Due date Explanation of the message line-bill format dependant Print Options-the ability to print a single bill Advanced Options - Export to file , Export to DBF -Crystal Reports, Mail type and sort ePrint Summary by Rate Code Break out base and cons amounts Print G/L distribution (Optional) ❑ Commit Billing Undo Generated Bills Processing Final Billings The Final Wizard Final Date Final period and year Final reading date-default current date Final meter reading Launch into Adding a New Account Process Finals Input Final Bills Select Final Accounts Billing Register Trial Balance Statements Summary by Rate Commit Undo Generated Finals , r Request for Proposal Response S RUNG QRooK For the City of Kent,WA K�NT March 181h 2005 Page 28 Cash Receipts Cash Receipts Payments by customer or reference Check, Cash or other Totals window tallies all receipts in the given batch Add, modify and delete cash receipt entries Transaction types Uncommitted cash receipt batch in the display menu Processing Account Balance Adjustments Account Balance Adjustments Location of Account Balance Adjustments Purpose and examples of using Account Balance Adjustments Account Balance Adjustments are batch driven Pull down transaction type Information Where to enter the amount adjusted on the proper service Use of the Special Code and purpose for General Ledger Meter button and how consumption adjustments are performed Show all possible Services and Rates Uncommitted adjustments under the display menu Processing Special Billing Transactions Special Billing Transactions Location of the Special Billing transactions Purpose and examples of using Special Billing Transactions Special billing Transactions are batch driven Special billing amount is placed on the service Uncommitted special billing under the display menu Processing Deposits Deposits Discuss Bill for Deposit vs Direct Receipting Deposits Set up Special Charge Code if needed Location that will indicate user will bill for deposit (set up utility billing) Explain cash receipt entry for deposit Location of Deposits in customer account maintenance Request theor Proposal SPRINGBR-OOK For the City of Kent,WA 0 T March 18`",2005 I\\ \I I ...._.. .... Page 29 Training Day: 3 Refunds Location of Refunds processing Purpose and use of Refunds Generating a Refunds Batch Adding additional Customers Modifying a Refund and Deposit Amount Printing a proof list Uncommitting a Refunds Batch Processing Service Requests Service Requests Location of Service Request processing Purpose and use of Service Requests Add, modify or delete a service request Search for a Service Request using the radio sets Location of Service requests in LIB Location and function of the Print Door Hangers feature Modify a Service request in the Account information screen Close out an open Service Request Processing Past Dues Assessing Penalties or Printing Past Due Notices Generating by special charge code and dates Proof List Modifications/Report Printing the notices/statements GL interface Committing Printing and Using ' Reports Request for Proposal Response For the City of Kent,WA SPP I NGp �J P ooK KEPT March W,2005 a. Page 30 Reports Location of the main menu of Reports Processes require reports vs reports not required Standard reports in the system (Binder of Reports) - purpose of each report User can generate their own reports, where such reports can be stored Report set ups and outcomes Importing Billing Data Billing Import Location of Importing Billing Data Entering the file name to import Where all previously imported data is located Generate Direct Debits Direct Debits Location of Generate Direct Debits Must have Finance package in order to use this process Generating Direct Debits is a batch driven process UB batch and Clearing House batch set up UB batch is a billing batch that has been generated and is committed Setting up G/L Distribution GL Distribution Set Up Location of G/L Account Maintenance Set up G/L Accounts under Set up Utility Billing Fund portion of the G/L account lies on the Service Detailed questions referred to Finance Trainer Purpose of using the G/L without the use of Finance If UB only, set up of the chart of account in the G/L Maintenance module r Request for Proposal Response Sr�RiNGBP ooK For the City of Kent,WA March 18`",2005 KENT Page 31 Custom Code is... ❑ Custom Programming is usually done on the fly Code may not be compatible between versions Customer has to pay extra for maintenance on the code Using Winter Averaging Winter Averages Location of Calculate Winter Averages Reason for using winter averaging (high water usage in summer) Calculate field using billing cycles Months to look at to generate the average Service in which to calculate the average Using the print feature after calculating the Winter Averages Selecting months to apply on the service rate codes New rates may need to be created to incorporate winter averaging if only some people in a billing cycle will be receiving winter average billing Using Budget Billing Budget Billing Location of Budget Billing in the Process menu Set up of Budget billing and the purpose of using budget billing Formula which calculates the Budget for customers Indicator that a customers service is slated for budget billing (Service Rates) Budget information on customer accounts Budget proof list and the reason for Commit Budget Amounts Budgeted amount overrides the actual amount during billing and how information is stored for use during the next budgeting process Request t e Proposal Ctty of Kent, SM I NGBR OOK For the City of Kent,WA KENT March 18`", 2005 x`I INN I x„R, Page 32 Central Cash Receipting Central Cash (finance) Set up Cash Receipts Central Cash Receipt Maintenance Enter Receipts Cash Drawer Entry Providing Receipts I Quick UB Entry Using a Scanner Proof List Distribution List Commit Interface with UB Module Collections Processing Collections Illustrate the location of the Collections process Explain the purpose of the Collections process Describe the purpose of transferring G/L Accounts prior to Collections Illustrate how to fill out the Filters section for one or more accounts Explain the purpose of transferring collections to another account Collections are batch driven Miscellaneous Charges Generate Miscellaneous Charges Illustrate the location of Miscellaneous Charges Explain that the Miscellaneous Charges is not New Billings Miscellaneous Charges is to do"one time" billings Supervisor. Signature Date Request for Proposal City of Kent, SPR-INGBROO For the City of Kent,WA K KENT March 18'h,2005 x 4 RI Page 33 Excerpt from Implementation Manual Utility Billing Implementation Overview Welcome to Springbrook Software We are glad you have chosen the finest Utility Billing software in the business Our implementation team is looking forward to getting you started on our applications To that end, we'll begin working on your implementation project schedules and assigning you project coordinators to facilitate your Utility Billing implementation The Sprngbrook team will work hard to ensure that your implementation progresses smoothly Throughout the process, there are several tasks that you will need to accomplish This overview outlines a standard implementation, including those tasks It is important to get familiar with this Implementation Manual, as it makes clear the responsibilities needed for a successful implementation Please feel free to contact your project coordinator with any questions you might have Implementation Launch When we launch an implementation, we begin by making sure that you have a project team assigned to you This is accomplished during the Welcome Session This session is also intended to ❑ Introduce Key Players of the Implementation ❑ Provide You Conversion Information ❑ Provide You a Web-Link to this Manual ❑ Provide You a Web-Link to an Online Questionnaire ❑ Schedule an On-Site Business Consultation ❑ Provide You a Business Process Study and Implementation Project Outline Business Process Study (BPS) The BPS is primarily designed as a time for the implementation team to gather information about how your site will use the Utility Billing (UB) application pnor to Implementation The BPS encompasses several tasks including the completion of the Online Questionnaire, an on-site consultation as well as a gathering of information and samples Prior to the BPS Consultant's arrival you should ❑ Complete the Online Questionnaire and inform your Sprngbrook Project Coordinator The Coordinator will review the questions and follow up on any inquiries that are noted in the Online Questionnaire This Questionnaire is then given to the BPS Consultant for review ❑ Review the hardware and networking requirements for running the Sprngbrook applications You are responsible for seeing that any necessary changes to your hardware and/or network are completed prior to installation of any Spnngbrook applications ❑ Familiarize yourself with this manual, particularly with the information in section 2 (BPS Information and Worksheets) ❑ Complete the worksheets in the manual There are several worksheets for you to complete throughout the manual Most of these can be found in section 2 Each worksheet is marked with a red flag so that you can easily find it Some of the worksheets you will be able to complete in their entirety before your on site consultation You may have questions about other worksheets Please complete each sheet to the best of your ability before your consultation so that you and your Consultant can focus on any questions you might have ❑ Gather samples and files to give to your implementation team As outlined in the materials in section 2, there are several files and samples that you should have on hand for your consultation On Site Consultation A Sprngbrook Associate will visit you to determine the best course of action for the UB implementation as well as assist you in changing any business processes you would like to modify during the software changeover A full day is generally scheduled for your on-site consultation We (h7atve tfo�und that asolid Request for Proposal Response St r�I1��GBR-ooK For the City of Kent,WA March 18`",2005 x�Fr4612[ Page 34 1 planning session usually requires at least this much time During this visit, you and your Business Process Consultant will exchange a great deal of Information If you have prepared all of the requested Information described in section 2 of this manual, your Consultation should go very smoothly in the allotted time BPS Findings After your Consultation, your protect manager will supply you with a summary of what was discussed in your Online Questionnaire and On Site visit This summary will Include Information about any special changes that will need to be made for the UB system to meet your needs and a request for any information we may still need you to provide You will be asked to ❑ Review the BPS findings that your project coordinator sends to you ❑ Finish any outstanding worksheets and send them to your project coordinator ❑ Obtain any additionally requested materials and send them to your project coordinator. Systems Analysis Based on the information that you have provided to your project coordinator, our systems analyst will evaluate how the UB system will meet your needs If your site requires any customization of the UB application, the systems analyst will provide specifications for how those changes will work He or she will also supply you with bids on what that customization will cost The systems analyst will determine how your billing statements, past due statements and meter reading interface will be formatted and how much it will cost to format them As the systems analyst is completing his or her evaluation, you should ❑ Review customization specifications and bids sent by the systems analyst and provide authorization for billable work ❑ Finalize your contract(if not previously completed)and make your initial payment ❑ Review bids for statement formatting, meter reading interfaces and provide authorization for billable work Once we have your authorization to perform any billable work,we can schedule time for our programmers to begin that work Progress and Springbrook Application Installation As our programmers are preparing your billing statements, past dues, meter reading interfaces and any other custom items, you will need to install Progress' database software and the Springbrook V6 applications Your project manager will arrange for the Progress and Springbrook CDs to be sent to you during this period You should be prepared to ❑ Receive your Progress CD (Your project manager will arrange for the Progress CD to be sent to your site from Progress. Please let us know if you do not receive it.) ❑ Receive the Springbrook application CD from Springbrook ❑ Install Progress' database software and the Springbrook V6 applications (Installation Instructions are included in this manual If you need assistance, your project coordinator can arrange it for you.) Data Conversion and Training Your project coordinator will try to time your data conversion in tandem with your training and with the completion of any custom programming We will convert your data in several different drafts At the same time, you will progress through several different phases of training Ideally, your converted data should be ready to use at the same time that you are knowledgeable enough about the system to make use of that Request for Proposal Response SPRINGBROOK For the City of Kent,WA y✓/ KENZ March 18", 2005 «.,_ . .. Page 35 data Your data conversion and training schedule will progress roughly like this Data Conversion (1"Draft) Prior to the first draft conversion of your data, you will work with our conversion specialist to determine the best way to deliver the data from your existing system to Spnngbrook After you and the conversion specialist decide on a time frame and a conversion plan, you will need to ❑ Run a Trial Balance Report in your current system ❑ Pull data from your current system immediately after running the Trial Balance ❑ Document the data structure of your current system (define your data fields) ❑ Send the Trial Balance, pulled data and data definitions to Spnngbrook (care of our conversion specialist) Once your data has been converted, a member of your implementation team will review the data in the Spnngbrook system If there are problems with the conversion of your data, our data conversion specialist will fix those problems Initial Training and Data Verification In your first few days of training, your trainer will teach you the basics you need to know to use the Spnngbrook UB application Your job is to ❑ Learn how to use the application ❑ Review your converted data with your trainer or project coordinator (Once you have a basic understanding of how the UB application works, you will be well prepared to help us find any problems with your data that we might miss.) Data Conversion (2nd Draft) Once you and your trainer and/or project coordinator have reviewed your data from the first draft conversion and documented any alterations that need to be made, we will perform a second draft conversion Your responsibilities during your second draft conversion are very similar to the first draft conversion You will need to ❑ Run a Trial Balance Report in your current system ❑ Pull data from your current system immediately after running the Trial Balance ❑ Send the Trial Balance and the pulled data to Sprngbrook(care of our conversion specialist) ❑ Review the data from your second conversion with your trainer or project coordinator Test Billing Run As you walk through a test billing in the UB application, your trainer will provide you with additional training and support You will ❑ Run through your entire billing process with the assistance of your trainer ❑ Assist your trainer in testing any relevant custom programming, including your meter-reading interface (if applicable), custom-billing calculations, billing statements Note Some clients prefer to run their old system in parallel with the Spnngbrook system rather than doing a test billing In this case, the trainer provides support and training during the first parallel billing If you are planning on running your current system in parallel with the new Sprngbrook system, you will need to keep track of every transaction that you perform in your old system after your data pull These transactions will need to be entered into the Spnngbrook system after you receive Request for Proposal Response SPR INGBKOOK For the City of Kent,WA KENT March 181", 2005 �C fT1V ARt Page 36 ' your converted data You will also want to keep a record of all your meter readings in this period, as they will have to be entered manually into the Spnngbrook system Once you receive your converted data, we ask that you bring the V6 system parallel to the point of your billing in your current system before working with a trainer/project coordinator Any data-entry errors in either system will cause difficulty in your parallel billing Because a parallel run requires continual, double data-entry and vigilant balancing between systems to ensure that the systems remain in parallel, we recommend a test billing Test Past Due Run As you walk through a test past due run in the UB application, your trainer will provide you with additional training and support You will ❑ Run through your entire past due process with the assistance of your trainer ❑ Assist your trainer in testing any relevant custom programming, including custom past due calculations and past due statements Final Conversion Once you have completed your test billing-run and your test past due-run,we will perform your final conversion Any necessary final adjustments to your data will be made at this point Your responsibilities during your final conversion are very similar to the draft conversions You will need to I ❑ Run a Trial Balance Report in your current system ❑ Pull data from your current system immediately after running the Trial Balance j ❑ Send the Trial Balance and the pulled data to Spnngbrook (care of our conversion specialist). • First Live Billing When you run through your first live billing in the Sprngbrook system, your trainer will be available to support you and ensure that this billing runs smoothly Implementation Evaluations and Completion Periodically, our project coordinator will evaluate the progress of your implementation with your trainer At these points, our Project Coordinator will send you a status report You should be prepared to ❑ Review the status of your implementation with the project coordinator and/or your trainer When you and your project coordinator feel that you have successfully implemented the Sprngbrook system, we will declare the implementation process complete) At this point, we consider you a live 1 customer Data Conversions Two types of conversions will take place after you have signed contracts with Spnngbrook Software There will be a system conversion (also referred to as the implementation process)and there will most likely also be a data conversion The system conversion Is the entire process of moving from your old system to the Sprngbrook Software system It includes the data conversion, training, enhancements to software, etc The data conversion is the process of extracting the data from your old system and manipulating it so that it can be seen and used in your new Spnngbrook system If a data conversion is not done during your system conversion, you will need to key the data from your current system into the Sprngbrook system The primary purpose of the data conversion is to reduce the amount of data that you would otherwise have to enter into the application You should be prepared to have more than one conversion of the data from your current system into the Sprngbrook system for utility billing, whereas with finance and payroll only one conversion is generally done After Spnngbrook Software receives data from your old system, the conversion specialist will ,t spend time deciding what information should go where Request theor Proposal SPR_1NGBP ooK For the City of Kent,WA KENT March 18`h,2005 x fT4�=\Rf ,.....,..,,. Page 37 and how to make the information appear in the correct form For example, when the specialist looks at customer names, s/he will make sure that the last name will appear in the last name field and the first name will appear in the first name field The conversion specialist will then work with you to determine the best methods for formatting data from your current software In addition, you may wish to have the conversion specialist discuss various conversion options (full conversions, partial conversions, spreadsheet conversions, et cetera)with you For utility billing data conversions, Springbrook Software tries to convert all master files as well as one to five years --or more in certain limited cases -- of financial history On the finance side, the conversion typically consists of the chart of accounts, the current year's budget, YTD line item balance (as of a specific date designated by the client), as well as the accounts payable vendor master file In payroll, conversion consists of just the employee master files Benefits and deductions are often keyed in after conversion by the client's personnel, as part of the training process If you are requesting any other data converted you will need to get verification of its viability, success, as well as additional cost from your Springbrook project manager or conversion specialist Springbrook has standard information that is extracted and converted during the data conversion process. However, there maybe other information that you want to include in the conversion Conversion of data is completed on a "best effort" basis only Due to the complex nature of file structures and variations In data types and field types, it may not be possible to convert all of the data from your current system into the Springbrook applications If there is data that you would like to convert that is non-standard, Springbrook will convert that data as a "best fit" In some of these cases it may be possible for Springbrook to place those non-standard fields into pre-defined V6 miscellaneous fields Converting non- standard data will increase your conversion costs You will be responsible for re-keying any unconverted data as necessary Springbrook can provide services to re-key information as needed for a fee Pulling Data From Your Existing System Shortly after your implementation start date, Springbrook Software will ask you to send a copy of the data from your existing system to the Springbrook conversion department as planned during your data evaluation The information can be sent in a number of ways over the Internet, on a Zip disk, or via another way you have previously agreed upon with the conversion specialist The specialist will ask you to provide the data in one of the approved formats listed below You will also be asked to provide a list of data definitions Immediately before the data is pulled, you need to run a trial balance report in your old system so that after the conversion the data In both systems can be compared and balanced Acceptable formats of your data are fixed length ASCII, and ASCII tab delimited, spreadsheet or Microsoft Access If you or your staff are not able to provide Springbrook Software with your data in one of these above accepted formats, please ask your implementation manager for the name of a consultant who may be able to provide you with this service Please note that any outside service provided ' to you by another company in the process of extracting your data is your responsibility and will need to be contracted for separately Following is an example list of how the conversion specialists would typically like to see the file layout for your data This file layout is not mandatory, but data not in this type of layout could cause your conversion costs to increase Column Field Name Field Description Data Type Size of Field Is Field Used , Num 1 Cust_No Customer Number Numeric 9 y 2 Last_Name Alpha 25 y 3 Con date Connection Date Date 6 y 4 Serv_Com Alpha 50 n Request for the SMINGBR-ooK For the City of Kent,WA KENT March 18",2005 a f r\4\Rf Page 38 Keys and Indexes Key Fields Sort Order Primary Unique Allow Null PK1 Cust_No Ascending Y y n Example Last—Name Ascending N n n Example2 Con_date Descending N n y Data Conversion When your data arrives at Springbrook, the conversion specialist will write a program that will convert that data Into data fields in the utility billing and/or financial systems Once your data has been loaded into a Springbrook database, the conversion specialist will work closely with a trainer to verify that all the data is appearing accurately in the system After the trainer and conversion specialist have corrected any errors they have seen in the converted data, you will be asked to verify the accuracy of the data with them Please be aware that difficult conversions can prolong the Implementation process If there are unexpected problems encountered in the conversion of your data, Springbrook will notify you, work with you to adjust your Implementation schedule and keep you apprised of the status of your conversion Cost of Data Conversion The anticipated cost of your data conversion has been provided in this contract This cost is for up to three separate data pulls and conversions from those pulls However, certain factors may cause that cost to exceed the amount quoted See section below titled Not Included in Estimate Not Included in Estimate There are a variety of factors that can Influence the cost of a conversion and a variety of items that are not Included in the standard cost estimate for your conversion For example, your estimate will not Include the following • Removal of data from your existing system; • Consulting on removal of data from your existing system, • Changes or modifications requested after the first conversion and different from the specifications Springbrook originally received, ' Changes in the format we receive the data in after the first conversion, • More than three conversions of utility billing data or one on all other applications Cost Factors In addition, the following items can increase the cost of your conversion 1 • Assistance in pulling the data from your system and/or converting the data into one of the acceptable formats listed above, • Mixed formats of data (a file containing tab delimited and comma delimited format), • Problems with data integrity, • Data manipulation not for the purpose of the conversion, but for the purpose of supplying you with information you did not previously have access to, • Changes in the file format after the first conversion, • Changes requested to the data after the second conversion; • Upgrades to application software during a data conversion Request for Proposal Response Sf UNGaROOK For the City of Kent,WA KENT March 18 ,2005 1\4ARI Page 39 � , o 2. m CD Zia CD O O O O O' OZY W CD CDF '�' b d n.d i �- �A y (� Cl)N 'j O vOi O O p O p O p = ,'+� ' � C D9 n (D o ¢ rn m C co N < C C C < C p '� x' �' CD 0 O O rD 0 O O N n AZ7 Q 7 o ft n C C O C C O .. 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Available Types of Support The primary goal of Springbrook's support team is to • Help you troubleshoot problems you experience in working with the Spnngbrook applications • Answer your questions about how the Sprngbrook applications work Support Costs For clients with maintenance agreements, support is available during regular support hours(Monday- Fnday, 4 am-6 pm Pacific Time)at no additional cost Off-hours support must be prearranged and will be billed at$150 00 per hour Clients without maintenance agreements are billed $250 00 per hour for support obtained during regular hours, with a minimum charge per call of$125 00 Clients not on maintenance will not be eligible for upgrades 1 Contacting Support ' To reach the Spnngbrook support team by phone, dial the support line number toll free at (866)777-0069 or locally at(503) 820-2240 To reach the Sprngbrook support team over the Internet, log into www sprbrk com and go into the ' Support page There you will be directed in how to send an email message to support From that page you may also view the status of any open work order your organization has, as well as find out if other customers have reported similar problems If a service pack has already been created for your problem, you may also download that service pack over the Internet ' Here is what you can expect when you request support assistance Springbrook's support receptionist will answer your call and ask for your customer ID This ID will be supplied by your implementation project manager The ID is designed to ensure that your call is documented and returned correctly The support receptionist will also ask you for a small amount of information, including • Your name • The phone number where you can be reached • The product(s) involved • A one-sentence description of the issue The support receptionist will provide you with a call number and place your information in a call queue This same person also monitors the on-line support queue, so please provide the above information when reporting trouble through the on-line support page as well Requests placed through the Internet will be handled in the same manner and be placed in the same call queue with those requests placed via telephone Calls in the queue are returned as support representatives become available As soon as your call is the first unanswered call in the queue, a support representative will call you Sprngbrook guarantees a two-hour maximum response time on all support calls. ' Emergency Calls The support team considers your issue an emergency if • You cannot open the application Request for Proposal Response -00 SPRINGBR For the City of Kent,WA K KENT March 18`h,2005 .... . .4 Page 55 • You are running live and are unable to send out bills (utility billing) • You are running live and cannot get your payroll out on time without assistance If you are having such an emergency, your call will be given a higher priority in the call queue Otherwise, , the support team will return calls strictly on a first call, first serve basis What to Provide Support When You Call When you talk to a support representative, she or he will want to know some specific details about the nature of your issue She or he may ask you • What exactly were you doing in the system when the problem occurred? • What happened? • If you were generating a report or generating information from the data, what did you enter In the generate window? , • If you received an error message, what is the exact message? • What did you try to do to resolve the problem? • If it was an error in the system, did you try to reboot? • If it is a balancing problem, did you look at your reports and accounts to try to track down the source of the error? If you are prepared to answer these questions with specific information, using the exact window and report titles, the support representative will be able to help you much more quickly The support representative may ask you to fax information or a report to Springbrook Faxes should be clearly labeled and directed to the support contact you have been working with on this particular issue Often, when the support team asks you to supply them with additional information, they need that Information before they can progress toward finding a solution for you Please provide any requested Information in a timely manner ' The support team will work directly with you to try and resolve your issue If they resolve the issue for you, they will note the solution In the call tracking system, and close out your call If the issue requires a ' programmer's assistance, the support team will create a work order for the programming staff When an Issue needs to be addressed by the programming department, the support team will continue to track the Issue, so you will always have a single point of contact to help you reach a satisfactory resolution Information on Outstanding Issues If the support team is unable to resolve an issue for you within a single phone call, they will work diligently , to keep you informed about the status of that issue However, If you have a question about an ongoing Issue, you can call the support line (503) 820-2240 Simply provide the support receptionist with your call number or work order number If the support receptionist cannot answer your question, he or she will refer you to the person whom may best assist you Source Code Availability Springbrook Software's source code Is In escrow with the Springbrook user goup Maintenance ' Regular upgrades to the software can provide the user with increased functionality and a more efficient application Clients with maintenance agreements receive free upgrades for the product licensed to them Such updates are available on a monthly basis, as systems are enhanced and development progresses Also available via these updates are adjusted reports and fixes to existing screens and processes It is at the user's discretion how often service packs are downloaded Request theor Proposal SPR-ING6ROOK For the City of Kent,WA KENT March 181",2005 Page 56 Service packs are Initiated via the system, with email notification to Springbrook for preparation of files Once a request comes in, the current system in place with the client is reviewed by Springbrook Software's testing department This process Includes verification of any customized code, existing settings, et cetera Then, the appropriate files are bundled and emailed for installation by the client Maintenance agreements on the Springbrook applications are issued by Springbrook on an annual basis 1 and are currently priced at 20% of the then-current retail price on the licensed products Maintenance agreements on the database manager and Report Writer are issued by Springbrook and are also based currently on 25% of the retail price of the products 1 t 1 1 1 1 1 I 1 t t Request for Proposal Response SPIUNGBROOK For the City of Kent,WA KENT March 18'",2005 v:r Page 57 W OD V CA CT n (n w n w O N < :L-, p p- w < CD S N W w N Cn 3 CO W Cn (1) W (n s z n rt Q N cn 3 Q' O 3 _O �p cn Q- n n .�-t v . 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Page 72 t i ''ofGts�:uf'd'Alene, ID Address 710 Mullan Avenue Coeur d'Alene, ID 83814 ooE*88*FNF ZI Contact Troy Tymesen—Finance j Director Email trovtCo)cdaid orq Phone 208 769-2284 Customer Base 13,000 Implementation Date 02/03 Product Version Version 6 Previous Vendor DataNOW City of Deland, FL "' " " Address 120 South Florida Ave. DeLand, FL 32720 .+" A Contact Kevin Lewis—Finance Director Email lewisk(cr).deland orq '."! "�'•�+�;" Phone 386-740-5713 "a "ri• Customer Base 17,000 -Implementation Date 11/01 Product Version Version 6 Previous Vendor In-house tity of Twin Falls, ID Address PO Box 1907 Twin Falls, ID 83303-1907 CITY OF Contact Gary Evans—Finance TWIN FALLS Director44 Email gevans(C—Dffid.orq sfRv,N�' Phone 208-735-7285 Customer Base 13,000 Implementation Date 05/99 Product Version Version 6 Previous Vendor Eden Regort for Proposal eCityofKentesponse SMINGBRoOK For the City of Kent,WA March 181" 2005 x f i�L 1f r K E N T Page 73 City of Tustin, CA Address 300 Centennial Way " Tustin, CA 92780 - Contact Julie Interrante—Customer Service Manager << Email iinterrante(btustinca orq m, Phone 714-573-3077 Customer Base 18,000 Implementation Date 08/99 Product Version Version 6 Previous Vendor In-house Springfield Water And Sewer Commission, MA Address PO Box 995 Springfield, MA 01101 Contact Alfred LaRiviere— Controller Email alfred lanviere(ct waterandsewer orq Phone 413-787-6256 x 106 Customer Base 45,000 Implementation Date 08/02 Product Version Version 6 Previous Vendor In-house City of Renton, WA Address 1055 South Grady Way Renton, WA 98055 Contact Elloyce Sumpter— Utility Accounts Supervisor O Email esumpter(a_)ci renton wa us Phone 425-430-6922 Customer Base 14,000 Implementation Date 02/99 Product Version Version 6 l Previous Vendor Eden Request eCityofKent,or Proposal spouse SPRINGBROOK For the City of Kent,WA K E N T March t a`",2005 _,.r, q Page 74 City of Kirkland, WA q' Address 123 Fifth Avenue Kirkland, WA 98033 Contact Michael Olson—Customer Service Manager Email molson(a)-ci kirkland wa us Phone 425 828-1139 Customer Base 12,000 Implementation Date 10/99 Product Version Version 6 Previous Vendor Database Software t City of Redmond;WA" ' Address 8701 160th Ave NE Redmond WA 98073-9710 Contact Helen Eckhart— Revenue& OF 14 Consumer Affairs Manager = i Email heckhart@ci redmond wa us y4s� Phone 425-556-2182 Customer Base 13,000 Implementation Date 05198 Product Version Version 6 Previous Vendor Seven Trent City of Hialeah, FI_ Address 501 Palm Ave Hialeah, FL 33010 aE nr,t, Fes¢ Contact George Brackett—MIS Directorce Email gbracket(a-�ci hialeah fl us o Phone 305-883-8051 Customer Base 54,000 Implementation Date 02/04 Product Version Version 6 Previous Vendor I In-house Request for Proposal Response S ` oK For the Citym-iIG f1 n y of Kent,WA I V LJItLJ KENT March 18`h,2005 k iT\G\RF Page 75 Covington Water District, WA Address 18631 S E 300th PI Kent, WA 98042-9299 Contact Judy Nelson—General Manager .. Email inelson(o)_covingtor}water.com Phone 253-631-0565 Customer Base 14,000 Implementation Date 02/99 Product Version Version 6 Previous Vendor Orcom Midway Sewer District, WA Address 3030 S. 240th Street Kent, WA 98089 Contact Cordelia Ford—Office Manager 1 Email cordeiiaRmidwaysewer org • Phone 206-824-4960 Customer Base 8,000 Implementation Date 02/99 Product Version Version 6 Previous Vendor Pentamation Cit of Auburn, WA Address 25 West Main Street Auburn, WA 98001 CITY Of Contact Julie Sha — ADI IF RN Utilities Accouccou nting Manager Um Email jsharkich@ci auburn wa us "ASI I INGTON �- Phone 253-804-5017 Customer Base 46,000 Implementation Date 02/05 Product Version Version 6 Previous Vendor Eden +00 Request for Proposal Response SPIT t n, C B P ooK Forr the City of Kent,WA t\l L V U March 18" 2005KENT ��f f�F lift Page 76 i s Ronald Wastewater District, WA Selects Springbrook Software 2004 Washington District of the Year integrates Finance and Utility Billing Portland, Oregon —Springbrook Software, Inc., a leading provider of fully-integrated, enterprise software solutions for local government, announces that it has signed contracts with Ronald Wastewater District to replace their existing financial and utility billing software. Formed in 1951 to provide sewage collection services to the growing suburban population of northwest King County, Washington, Ronald Wastewater District serves 53,000 residents and has nearly 17,000 utility billing accounts. Governed by a three-member board of directors, the District prides itself on preventative maintenance, full utilization of current technologies, concern for the rate payer and its employees'desire for professional growth. The District's commitment to both staff and customers was recognized in 2004 when the Washington Association of Sewer&Water Districts awarded District of the Year honors to Ronald Wastewater District. The District began researching financial and utility billing software vendors at the end of 2003 as Microsoft was no longer going to support their current financial software. The District also wanted to find an integrated financial and billing system which would run on a database that was powerful, but had few maintenance requirements. The District gathered software information from tradeshows, asked fellow special purpose districts about their software and used their CPA firm for suggestions. In early 2004, the District asked Springbrook, Harris Computer Systems and Eden Systems to submit product information and pricing. Onsite demonstrations of all three software vendors were conducted in the third quarter of 2004, Springbrook became the District's first choice based on the following factors: • Ability to integrate finance with utility billing. Staff will no longer hand enter utility billing data into the accounting database. This will increase efficiency, decrease the chance of data entry errors and provide more timely financial reports • The database (Progress) is well known and widely used. It will not require the District to hire trained staff to maintain it or spend money to train existing staff. • The price of the software applications was competitive • The Springbrook product most closely matched the District's needs in terms of functionality and ease of technical support. The relationship between Springbrook and Ronald Wastewater District was finalized on November 17, 2004 when contracts were signed. About Springbrook Software Springbrook Software has been providing a wide variety of comprehensive, fully integrated Fund Accounting and Utility Billing enterprise software solutions to local governments and special districts for nearly 20 years. Developing partnerships with clients to insure long lasting relationships, is their number on goal More than lust software, Springbrook provides innovative applications that support their clients effort to make government better managed, more efficient, and more easily accessible. Additional information about Springbrook Software is available at www.sorinobrooksoftware.com. Request for Proposal Response SP[�_1 GBP `- 0 For the City of Kent,WA l t v tllJl Jj� KEN T March 18",2005 ,,,.,,. Page 77 4fi'= ,I,i�II n�iii �+^„t- !n2»Mrrp iy� niTs r�q,.._- - .e a� Gainesville, Georgia Selects Springbrook Software Springbrook's Utility Billing Suite Will Grow With The City Portland, Oregon—Springbrook Software, Inc., a leading provider of fully-integrated, enterprise software solutions for local government, announces that it has signed contracts with the City of Gainesville to replace their existing utility billing software. Located in northeastern Georgia in the Atlanta metropolitan area, the City of Gainesville is rich with history and culture. Originally named Mule Camp Springs in the early 1800s, the City was chartered as Gainesville on November 30, 1821 after Edmond P. Gaines, a hero in the War of 1812. After nearly two centuries of existence, the City boasts a population of 30,000 and has many diverse attractions including grand prix races, golf courses, wineries, annual festivals and a historic downtown. In addition to the plentiful recreation activities and famous southern hospitality, Customer Service Manager Lynn Zieburtz says the City is unique in the fact that it provides utility service to a population of 120,000 as its service area includes most of Hall County. Zieburtz states, "About 70% of our 42,000 customers do not reside within the city limits." The City is also more progressive than most other utilities of comparable size, according to Ms. Zieburtz, as many of the City's customers have moved from very large utilities and have extremely high service expectations. After a twelve-year relationship with their utility billing software vendor, the City of Gainesville formed a committee to research windows-based software options in 2002. The committee made a dozen site visits to neighboring utilities and from the information gathered, wrote an RFP and issued it in the spring of 2003. Of the 11 responses received, 5 vendors were selected to give demonstrations. These vendors were: Springbrook, Munis, Incode, IMSofrech and Cogsdale IBy late summer, Springbrook was a clear favorite, according to Ms. Zieburtz. The key reasons Springbrook was the first choice were: • Springbrook staff was eager to work with City staff and was responsive to their needs • Internal audit trail • User-friendly • Ability to easily extract data for reporting needs • Ability to store images in the application • Ability to store (not print) reports • Business process study conducted prior to contract signing • Excellent references About Springbrook Software Springbrook Software has been providing a wide variety of comprehensive, fully integrated Fund Accounting and Utility Billing enterprise software solutions to local governments and special districts for nearly 20 years. Developing partnerships with clients to insure long lasting relationships, is their number on goal More than just software, Springbrook provides innovative applications that support their clients effort to make government better managed, more efficient, and more easily accessible. Additional information about Springbrook Software is available at www.sprinabrooksoftware corn. Request for Proposal Response SI'iZ(NG[3ROOK For the City of Kent,WA �r�10 March 18"',2005 a��T�1 1Ri _, „, Page78 u; 1i rTMIT; _ - �- „ „ ,,,,,,�, 'ffait�e+��• r�i�..i-. (�t�t�� feu ,�. , ��I I 4. , 1 ,,,, Hialeah Selects Springbrook to Provide Utility Billing Software Springbrook package to save City time and money Portland, Oregon—Springbrook Software, Inc., a leading provider of fully-Integrated, enterprise software solutions for local government, announces that it has signed contracts with the City of Hialeah to replace their existing utility billing software. Founded in 1925, the City of Hialeah claims 240,000 residents and covers a geographic area of 24 square miles; by population it is the fifth largest city the state of Florida. Just 10 miles northwest of Miami, Hialeah residents enjoy the many cultural and recreational opportunities the metropolitan area has to offer. Known as the City of Progress, Hialeah has a rich and varied history. According the to the City's website, its name comes from the Indian term meaning "High Prairie;" native Indians would come to the area now known as Hialeah from the everglades to display their handicrafts to residents of Miami. This early form of entrepreneurialism is still evident today as the City is home to a vibrant and growing business community. The diversity and multiculturalism of the City is also evident today as aspects of many Latin American cultures are prevalent. A full service city, Hialeah provides residents with numerous services including: fire rescue services, award- winning recreation and community services, nationally recognized library services and water and sewer services. In order to continue to live up to Department of Water and Sewer's mission statement of providing cost- effective, reliable and high-quality water and wastewater services to its customers, the City began researching new utility billing software options in 2003. The search was prompted by the facts that the City's in-house utility billing software was becoming a drain on financial resources and required considerable staff time to maintain. City officials gathered information on 35 potential software vendors by conducting mternet research, collecting marketing material and placing calls to existing installations. From this research, officials found that the City of Deland, Florida was using Springbrook; a site visit to Deland was arranged for October, 2003. Four City employees including Armando Vidal, Utilities Director, and George Brackett, MIS Director, were able to observe Springbrook's utility billing software in use. From this visit, the City determined that Springbrook was the best solution for their needs. Contracts were signed on January 16, 2004. By selecting Springbrook's software the city is able to save both staff time and money while providing better service to its 55,000 utility accounts. About Springbrook Software Springbrook Software has been providing a wide variety of comprehensive, fully integrated Fund Accounting and Utility Billing enterprise software solutions to local governments and special districts for nearly 20 years. Developing partnerships with clients to insure long lasting relationships, is their number on goal. More than Just software, Springbrook provides innovative applications that support their clients effort to make government better managed, more efficient, and more easily accessible. Additional information about Springbrook Software is available at wwwspringbrooksoftware com. jRequest for Proposal Response For the City of Kent,WA SPR1NGBP ooK KENT March to ,2005 »...,. ,... Page 79 i , iaw Shoreline Water District, WA Selects Springbrook Software New Financial and Utility Billing Software will allow the District to streamline internal processes. Portland, Oregon—Springbrook Software, Inc., the leading provider of fully integrated, enterprise solutions for local government, announced today that the Shoreline Water District in Shoreline, Washington has selected Springbrook Software V6 Financial and Utility Billing Suite to help streamline Internal processes. Located in Shoreline, Washington, the District provides water to residents of King County, Washington. From formation until 1963, the Seattle Public Utilities Cedar River source provided water to the District. Since 1963, the Tolt River has been the District's primary water source. Though the District has seen many changes during its 73 year history, the strong commitment to customer service has remained unaffected according to Ilse LaMarche, Finance Officer for the District Ms. LaMarche states, "The District has a great group of dedicated administration and field employees who view customer service as their main priority " Ms. LaMarche adds that the staff is always quick to assist each other to ensure excellent service for their customers The search for new financial and utility billing software commenced in the spring of 2003 after the District experienced several years of minimal support from their financial and utility billing software providers. Hoping to find a vendor that could provide both financial and utility billing software, Ms LaMarche polled water and sewer association colleagues regarding their software providers and reviewed promotional collateral gathered from tradeshows From this research, a preliminary survey was sent to 17 vendors to determine who should be scheduled for an onsite demonstration. Based on responses from the nine question survey, the vendors selected to give demonstrations were. Springbrook, HMS, Caselle and IMSofrech. Once all four demonstrations were complete, it was Springbrook's cost effectiveness and functionality that led the District to select Springbrook The numerous Springbrook accounts present in Washington and the fact that a regional user group existed were also factors in the decision. Of the selection process, Ms. LaMarche states simply, "Springbrook's software fit our needs the best." About Springbrook Software Springbrook Software has been providing a wide variety of comprehensive, fully integrated Fund Accounting and Utility Billing enterprise software solutions to local governments and special districts for nearly 20 years. Developing partnerships with clients to insure long lasting relationships, is their number on goal. More than just software, Springbrook provides innovative applications that support their clients effort to make government better managed, more efficient, and more easily accessible. Additional information about Springbrook Software is available at www.soringbrooksoftware com. Request theor Proposal SPP,1NGBRLOK For the City of Kent,WA KENT March 181h,2005 Page80 �r Illil�� ,t P.r Springbrook Software Chosen by Springfield Water & Sewer Commission The Commission becomes the first Springbrook Account In Massachusetts Portland, Oregon—Springbrook Software, Inc., a leading provider of fully-integrated, enterprise software solutions for local government, announces that it has signed contracts with the Springfield Water and Sewer Commission to replace their existing utility billing and financial software. Located in Springfield, Massachusetts, the Springfield Water and Sewer Commission is operated by a three- member commission. Since June 1996, the Commission has produced drinking water, provided adequate fire protection and sanitized wastewater before returning the cleaned water to the environment. The Commission 1 serves a total population of approximately 250,000 including residential, business, industrial, and various public, private and non-profit customers. The Commission provides service to approximately 43,500 water accounts and 36,400 accounts in the Springfield sewer system. Though not a department of the City of Springfield, the Commission works closely with City departments to provide ratepayers with the best possible water and wastewater services. 150 people are employed with the Commission, many of whom were transferred from the previous municipal water and wastewater operations, which provides the Commission with experience and leadership. The Commission issued a Request for Proposal for a new utility billing and financial software package on December 20th1 2001. Based on the responses received, Springbrook Software and Munis were the two vendors considered for the contract. Springbrook was selected by the Commission based on the following factors: ✓ User-friendliness ✓ Cost effectiveness ✓ Functionality I ✓ Excellent references The relatioshlp between Springbrook and the Commission was solidified on March 12, 2002 when contracts were signed. About Springbrook Software 1 Springbrook Software has been providing a wide variety of comprehensive, fully integrated Fund Accounting and Utility Billing enterprise software solutions to local governments and special districts for nearly 20 years Developing partnerships with clients to insure long lasting relationships, is their number on goal. More than lust software, Springbrook provides innovative applications that support their clients effort to make government better managed, more efficient, and more easily accessible. Additional information about Springbrook Software is available at www springbrooksoftware.com. Request theor Proposal SPR-INcaRooK For the City of Kent,WA KENT March 18",2005 w. Page 81 What clients are swing about us "A quality product from a quality company." Judith Cole, Finance Director— City of Turner, OR Former President of National User Group "What a great product Springbrook Software is" With user-friendly screens, reporting capabilities, and ease of understanding, the system has endless possibilities. Our auditors were here about a week ago, and they loved it too I am always happy to recommend the software to any new user Also I don't want to forget all the wonderful staff of SSI, they are all great people to work with " Suresh Prasad, ASO for Finance & Technology- Marina Coast Water District, CA "I just wanted to thank you for developing a software system that makes me look good Doing budget this year is going so much faster and smoother I appreciate your employees' hard work and your quality product " Bernadette Sorenson—City of Tillamook, OR "I just reported to the Board that Springbrook is the finest software company I have ever worked with This is because you have been so responsive to our issues " Karen Doyle, Deputy Director—Plainfield Charter Township, MI "I'd like to express my appreciation for your support and great software product/ package Please give my gratitude to your hard working staff ...What a great team you have"' Fumiko Tamaru, Accountant— City of Gig Harbor, WA "It made the difference between stress and comfort, knowing you folks are there for us " Janet Stahl— Netarts Water District, OR "Springbrook Software never fails to impress me, both the organization and its products. I have had the opportunity to work with a variety of accounting software over the last 18 years The Springbrook Finance Suite is far and away the best I have found It is logical, flexible, responsive and dependable All the same qualities apply to the staff" Jern Moore— City of Winston, OR "Whenever I have a problem I call and I get answers, fixes, or whatever it takes to help with my dilemma" I am new at finance and I feel that you have been a great support to me and the City and I personally would never think of switching anywhere else " Hope Warren, Finance Director— City of Rogue River, OR Request for Proposal Response SP P jNGw ooK 40 For the City of Kent,WA KENT March 181",2005 fN SKI „_,„ Page 82 "Having gone through five utility billing and accounting packages in 10 years, we are extremely happy with Springbrook Software " David Jones Finance Director—Kitsap Public Utility District, WA "Jon and I just finished our training with Tyler on UBPayments Boy, is he great,,, The whole system is just marvelous He has done a wonderful job and we could tell he really put a lot of effort, time and thought Into the whole project BIG KUDOS from Tustin," Julie Andert— City of Tustin, CA "Thanks many, many, many times over This Is just another prime example of why Springbrook Software should be installed In every municipality In the WORLD!iii" Keith L Finkel, MIS Director— City of American Canyon, CA "With versatile, intelligible reporting and a host of accounting amenities Springbrook has positively redefined the "friendly" in "user-friendly " Yvonne Fletes, Finance Manager— Rogue Valley Transit District, OR "Thanks again for all your support and for such a terrific product I am delighted with Springbrook and have given you many positive recommendations from all who call and ask about it" Karen Stein—Town of Moraga, CA "I am very happy with the ASP I enjoy the flexibility of the hours, as I can work evenings and weekends if I need weekdays "off" The connection speed Is beyond belief . .. Reports that took more than 10 minutes to spool and print, now print In just a minute or two in fact many reports work faster than my printer now, It Is nice knowing my data Is being backed up PROPERLY daily " Heidi Hill—Chehalem Park and Recreation, OR "Worth your weight in gold." Art Martinez, MIS Director— South Feather Water and Power, CA President of National User Group Request theor Proposal SPRING[3ROOK For the City of Kent,WA K E N T March 1 8",2005 x`I I t�wti „.,.,. Page 83 What clients are saying about a e ernment UB Payments SUNRISF WATER ® The Sunrise Water Authority in Oregon has been using Sprtngbrook Software's UB Payments corn web-payment service since February of this year To date, almost half of the website logins and online payments have occurred after our regular business hours, something that wasn't possible before we implemented this service. The installation of the client software on our UB server was quick and straightforward, with Spnngbrook installing a few new files and setting up a scheduled job to perform daily data imports and exports from our Internet-connected server The administration of our UB Payments com data is done over the web, and gives us access to reports about the site's activity, online payments, electronic service request, and individual user accounts We can choose which pages our customers have access to, can help customers with their accounts if, for example, they forgot their password (although they can also request a replacement password automatically), and can create our own electronic service request forms for customers to fill out and send to us online (we can have the forms a-mailed to us, or imported directly into UB as work orders ) The reports let us keep an eye on who is using the site, when they're using it, and what they're doing. We announced the UBPayments com service to our customers with a notice on their February water bill, and again on their March bill It has been a pleasant experience to add this new service for our customers, giving them yet another payment option and 24-hour access to their utility accounts Cassandra Lashbaugh , Sunrise WaterAuthonty i The City of Tigard went live with UBPayments com service in August, 2001 By mid-October the City had over 260 customers using the service We've received positive feedback from everyone) Tyler Chambers from Springbrook was very helpful during the implementation process and training of City staff This new service really provides the customer service the City was looking for providing greater options to City residents for paying their utility bill Thanks Tylerr Tom (mdreke, City of Tigard � 40� Request for Proposal Response SPKlNGBP ooK For the City of Kent,WA KEN T March 181",2005 „,,. „,. Page 84 14.0,price, Quote, 4-1 SMINGBR.00K March 18, 2005 I WNZC Pricing Proposal for City of Kent, WA Application Training Implementation plication/Products License Fees &Consulting Management • $45,000 $18,000 $12,000 Included $1,600 $1,600 Included $800 $400 Included $1,600 $1,600 Included $800 $400 Included $800 $400 „ - Included $800 $400 ' Included $800 $400 ' Included $1,600 $1,600 ° $22,500 $4,800 $4,800 $1,000 $1,000 $5,000 " Included • ° -•' ' Included • - Included " " ' • ` -'• - Included ' Customer S ecific Enhancements ' $5,000 $800 $1,600 ' '. • - _ $5,000 $800 $1,600 • $5,000 $800 $1,600 $3,500 $400 $800 $5,000 $800 $1,600 • . $5,000 $800 $1,600 = • $3,500 $400 $800 • • • _ $3,500 $400 $800 • • .• $1,200 $800 Total S rin brook $111,200 $36,800 $34,800 •. $8,500 • °' i • , $5,000 Total Other $13,500 Total Known Project Costs $196,300 Total Users = 10 Prices valid for 90 days Request the or Proposal S'R1NG3ROOK \ '�.. . For the City of Kent,WA •+ RCNT March 18`h,2005 1 1 1hf Page 85 March 18,2005 SPR[NGBR OOK SO[1 WARC Optional Pricing Proposal for City of Kent, WA Application Training Implementation A lication/Products License Fees & Consulting Management ' Included $400 $400 $15,000 $1,600 $2,400 $1,000 . . < k• M p Classroom Training- $2,400 Portland $15,0001 $3,600 $2,400 Total Concurrent Users = 10 Prices valid for 90 days Pricing is based on standard contract-deviation from standard contract terms may result in modified prices. Training Estimates are based on a train the trainer concept and do not include travel time or expenses Leasing Options are available i n � Request theor Proposal S1 RA GBROU� For the City of Kent,WA KENT March 18",2005 `f I\GAl f „_ .E Page 86 SPRINGBP ooK March 18, 2005 — I I WAR E= Conversion Estimate for City of Kent, WA Conversion A lication to be converted Estimates • $8,000 $8,000 $8,000 Total Estimated Conversion Costs $24,000 Cost of Data Conversion: An estimated cost of your data conversion has been provided in this quote This estimate is for up to three separate data pulls(UB, one for Finance and Payroll) We will need to review an actual sample of your data to confirm this estimate Certain factors may cause the cost to exceed the amount quoted See section below titled "Not Included in Estimate" Not Included in Estimate: There are a variety of factors that can Influence the cost of a conversion and a variety of items that are not Included in the standard cost estimate for your conversion For example, your estimate will not Include the following • Removal of data from your existing system • Consulting on removal of data from your existing system • Changes or modifications requested after the first conversion and different from the specifications we originally received • Changes in the format we receive the data in after the first conversion • More than three conversions in UB or more that one conversion for Finance and Payroll Cost Factors: In addition, the following items can increase the cost of your conversion: • Mixed formats of data (a file containing tab delimited or comma delimited format. • Problems with data integrity • Data manipulation not for the purpose of the conversion, but for the purpose of supplying you with information you did not previously have access to • Changes in the file format after the first conversion • Changes requested to the data after the second conversion • No file or incorrect file layouts (may also prevent conversion No cost of fees in excess of those set forth in the Schedule of Fees will be incurred by the Licensee without prior acceptance of Licensee as indicated on a signed work order Request for Proposal Response C PR-I G BROOt/ • For the City of Kent,WA J t I V �I[� KE a T March 18'h,2005 F14\ \lil Page 87 SPRINGBROOK March 18,2005 VU Annuai Maintenance Costs for City of Kent, WA 1st Year Application/Products Maintenance" • $9,000 " $4,500 $200 $200 ' $1,000 $1,000 $1,000 $1,000 c• $700 $1,000 $1,000 =' $700 • ° $700 =e • e • • •• $240 Total Spnngbrook $22,240 •• " $2,125 Total Other $2,125 Total 1st Year Maintenance Costs $24,365 Total Concurrent Users = 10 Prices valid for 90 days Request for Proposal Response SPP INGBP ooK For the City of Kent,WA E H T March 181°,2005 SL�F�l1 A�if Page 88 E 1 SPRINGBROOK SOFTWARE SOFTWARE LICENSE AGREEMENT PARTIES: LICENSOR: Springbrook Software, Inc., an Oregon corporation 111 SW Fifth Street Portland,OR 97204 Ph (503) 820-2200 Fax(503) 920-4500 Email: info@spnngbrooksoftware com LICENSEE: EFFECTIVE DATE: _ AGREEMENT: 1. Definitions. As used in this Agreement, including the Attachments hereto, the following terms shall have the following meanings. a. "Initial Installation" means the first instance of installation or loading of the Software onto Licensee's computer, network or system, without regard to completion of Modifications or other services to be performed under this Agreement. b. "Licensee Modifications" means any modification, enhancement or addition to the Software developed by Licensor especially for Licensee's use or at Licensee's request C. "Licensor Modifications" means any modification, enhancement or addition to the Software by Licensor, other than Licensee Modifications d. "Live Status" means the time at which Licensee has (1)for Finance Suite, completed Springbrook required training, produced Accounts Payable checks, performed a Payroll Payable cycle, and closed and balanced a month, (2) for Utility Billing, completed Springbrook required training, and completed the first live billing, past due billing and (if applicable)meter reading import, and (3)for Payroll,produced the first successful payroll using the Springbrook application e "Material"shall mean a significant or substantial alteration or effect on the function or output of the Software e. "Specifications"means the written or electronic description of the functions, capacity, performance and features of the Software as delivered by Licensor to Licensee under this Agreement. f. "Software" means the version of the Springbrook Software, Inc. software packages and/or applications selected by Licensee, listed on Attachment A, current at the time of signing this ` Request for Proposal Response SPRiNG3KOOK For the City of Kent,WA KEN T March 18",zoos �cr t r4�lir Page 89 Agreement, and shall include any Licensee Modifications and Licensor Modifications provided by Licensor to Licensee. g. "User Materials" means all written and electronic documentation,manuals and materials provided by Licensor to Licensee for use in connection with the Software 2. Grant of License. Licensor grants Licensee a non-transferable, non-exclusive license to use the Software and User Materials, on the terms and conditions set forth herein a. Scope of License Under the License granted herein Licensee may use, copy and distribute the Software (in machine-readable, object code form only) and User Materials to (i) install,use and execute the Software on computers that Licensee owns or leases for purposes of serving Licensee's internal business needs, (it) support Licensee's use of the Software under this Agreement, and(in)transfer or copy the Software from one of Licensee's computers to another, store the Software's machine-readable instructions or data on a temporary basis in main memory, extended memory, or expanded memory of such computers as necessary for such use, and transmit such instructions or data through Licensee's computers and associated devices. b. License Restrictions Licensee may only use the Software and User Materials within the limited scope set forth herein In particular, and without limitation, Licensee agrees that Licensee and Licensee's employees will not (i) assign, sublicense, transfer,pledge or grant a security interest in, lease, rent or share Licensee's rights under this License Agreement with any third party, (it) reverse assemble, reverse compile, cross compile or otherwise adopt, translate or modify the Software, or(in) refer to or use any portion of the Software or User Materials as part of any effort to develop any other software program C. Source Code Licensor shall house the latest release of the Software with source code with the president or designate of the National User Group for safekeeping. 3. Ownership; Proprietary Protection. This Agreement does not provide Licensee with title or ownership of the Software, but only a right of limited use Licensor shall have sole and exclusive ownership of all right, title and interest in and to the Software and User Materials, all copies thereof, all derivative works, and all related material generated from the Software including material displayed on the screen such as icons, screen displays, etc (including ownership of all copyrights, trademarks and other intellectual property rights pertaining thereto), whether created by Licensor or any other parry, subject to the rights of Licensee expressly granted herein. Licensor agrees to indemnify Licensee for damages or costs, including attorney fees, incurred by Licensee as a result of any claims that the Software or the license granted to Licensee in this Agreement infringes the rights of any third party 4. Confidential Information: Non-Disclosure. Licensee acknowledges that the Software and User Materials, and all underlying ideas, algorithms, concepts, procedures, processes, principles, know-how, and Licensor's methods of business and technical operation(collectively referred to as "Confidential Information") are confidential and contain trade secrets Licensee agrees not to use, disclose or cause disclosure of, or distribute any Confidential Information, directly or indirectly, without the prior written consent of Licensor, except that Licensee is authorized to disclose Confidential Information to Licensee's employees or agents only as required for Licensee's use of the Software as authorized by this Agreement or as required by Law or a court of competent jurisdiction Licensee agrees to indemnify Licensor for damages or costs, including attorney fees, incurred by Licensor as a result of the unauthorized use, disclosure or distribution of any Confidential Information by Licensee or any of Licensee's employees or agents This obligation shall survive the termination of this License �40 Request for Proposal Response SPR.INGBR 00K For the City of Kent,WA "+r+r R C N T March 18",2005 i t\4 Utk „„ „,,,,„ Page90 5. Fees. The fees payable by Licensee to Licensor under this Agreement shall consist of License Fees(as defined in Attachment A), and additional fees for specific services If any portion of the Fees is paid through an installment note, any default under the terms of said note will constitute default by Licensee under this Agreement. a. License Fees. License fees shall be paid by Licensee solely in consideration of the License granted under this Agreement, and shalt be invoiced and payable in the amounts and at the times in accordance with the Schedule of Fees set forth in Attachment A License Fees are exclusive of Service Fees, and shall not constitute consideration or payment for Set-Up, Implementation Management,Training and Consulting, Data Conversion, Modifications or Maintenance b. Fees for Services Additional fees shall be paid by Licensee in consideration of Set-Up, Implementation Management, Training and Consulting, and Modifications (as described in Attachment A), and Data Conversion (as described in Attachment B), and shall be invoiced and payable in the amounts and at the times in accordance with the Schedule of Fees set forth in Attachment A and the Data Conversion Explanation in Attachment B C. Maintenance Fees Maintenance fees shall be paid by Licensee solely in consideration of those maintenance and support services described in a separate Software Maintenance Agreement between Licensor and Licensee d. Taxes Customer is responsible for sales or use taxes and state or local property or excise taxes associated with licensing, possession, or use of the Software or any associated services. 6. Licensee's Cooperation. Licensee acknowledges that successful installation,implementation and use of the Software cannot be accomplished by Licensor's efforts alone, and requires substantial effort and cooperation by Licensee personnel capable of properly using the Software Both Licensor and Licensee shall at all times use their best efforts to actively participate and cooperate in data conversion, system installation, implementation, training and use, shall provide each other accurate and timely information, and shall afford each other reasonable access to information and facilities All substantive communication between Licensor and Licensee will take place between Licensee Project Manager and Licensor Project Manager 7. Acceptance Upon completion of implementation,Licensor shall give written notice to Licensee certifying that installation of the Software at the Initial Installation site(s) is completed, as determined by Licensor, and that Licensee has achieved Live Status. Licensee shall he deemed to have accepted the Software thirty (30) days after Licensor's notice, unless, during that thirty(30) day period, the Software fails to perform in accordance with the Specifications in some Material respect that precludes acceptance of the Software by Licensee, and, by the end of that period, Licensee gives Licensor written notice of non-acceptance describing the Material failure in reasonable detail and explaining why the failure precludes Licensee's acceptance. If Licensee gives a proper notice of non- acceptance to Licensor, then: a. Investigation Licensor shall investigate the reported failure. Licensee shall provide to Licensor reasonably detailed documentation and explanation, together with underlying data, to substantiate the failure and to assist Licensor in its efforts to diagnose, reproduce and if necessary correct the failure b Material Failure Found If there exists a reproducible Material failure to perform attributable to a defect in the Software or an act or omission of Licensor, Licensor shall, within sixty (60) days (or such longer period as may be reasonable under the Request for Proposal Response SPR 1NCBROOK For the City of Kent,WA � March 18`�,2005 ��F Iti� 1R1 KENT Page 91 circumstances)after receipt of Licensee's notice of non-acceptance, correct the failure so that the Software functions in material conformity with the Specifications Upon correcting the failure within such period Licensor shall give written notice to Licensee certifying that the failure has been corrected, and another sixty (60)day acceptance period shall begin in accordance with this Section 7. c. No Material Failure Found. If there was no reproducible Material failure to perform or the failure to perform was not attributable to a defect in the Software or an act or omission of Licensor, then Licensor shall give written notice to Licensee explaining its determination in reasonable detail, and Licensee shall have thirty (30) days to respond with additional documentation or explanation regarding the failure to perform If Licensee provides such response, Licensor shall review the response and attempt to correct the failure to perform If Licensee does not provide such response within thirty(30) days, then Licensee shall be deemed to have accepted the Software as of the date of Licensor's notice In the event Licensor determines that the reported failure did not, in fact, exist or was not attributable to a defect in the Software or an act or omission of Licensor, then Licensor shall pay for Licensor's investigation and related services at Licensor's then current professional service rates 8. Term; Default; Opportunity to Cure. This Agreement is effective as of the Effective Date and shall continue until terminated If Licensee transfers possession of any copy or merged portion of the Software to another party, or to a computer other than those owned or leased by Licensee, the License shall automatically terminate upon thirty (30)days notice from Licensor to Licensee The License shall also terminate upon default, cancellation, repudiation or rejection of this Agreement by Licensee, A party shall be considered in default only if the party, sixty (60) days after receiving written notice from the other party identifying with reasonable specificity a Material failure to comply with any term or condition contained herein(including without limitation Licensee's failure to pay any fees or charges due under this Agreement or any related Software Maintenance Agreement or service agreement, and Licensor's breach of the limited warranty provided in Section 10),has not cured such failure or breach Upon termination of the License, Licensee shall return to Licensor the Software together with all copies and merged portions in any form and User Materials and related documentation In the event of cancellation or repudiation by Licensee, or of other termination unless resulting from a default by Licensor,no License Fees or other Fees then paid or payable shall be waived or refunded, and any License Fees then unpaid shall be immediately payable in full In the event of a termination resulting from a default by Licensor, Licensee shall have no further obligation to pay any License Fees then unpaid. 9. Support and Maintenance. Support and maintenance of the Software is not included in this Agreement or the License Fees or Service Fees paid hereunder,but is purchased through a separate Software Maintenance Agreement 10. Limited Warranty and Exclusions. LICENSOR WARRANTS THAT IT HAS TITLE TO THE SOFTWARE AND THAT IT HAS AUTHORITY TO GRANT THIS LICENSE TO LICENSEE LICENSOR ALSO WARRANTS THAT, FOR A PERIOD OF THREE HUNDRED AND SIXTY (360) DAYS FROM THE DATE OF LICENSER'S INITIAL INSTALLATION OF THE SOFTWARE,THE SOFTWARE WILL FUNCTION IN MATERIAL CONFORMITY WITH THE SPECIFICATIONS LICENSOR MAKES NO WARRANTY REGARDING THE USABILITY OR CONVERTABILITY OF ANY OF LICENSEE'S PRE-EXISTING DATA, OR ANY PERFORMANCE PROBLEM, CLAIM OF INFRINGEMENT OR OTHER MATTER TO THE EXTENT ATTRIBUTABLE TO ANY UNAUTHORIZED OR IMPROPER USE OR MODIFICATION OF THE SOFTWARE, OR ANY UNAUTHORIZED COMBINATION OF THE SOFTWARE WITH OTHER SOFTWARE DETERMINATION OF BREACH OF THE FOREGOING LIMITED WARRANTY OR DEFAULT UNDER THIS Request for Proposal Response SPRINGM ooK 410 For the City of Kent,WA KENT March is'^,2005 ,,,„ , Page 92 SECTION 10 SHALL BE SUBJECT TO THE NOTICE AND CURE PROVISIONS OF SECTION 8, AND UPON RECEIPT OF WRITTEN NOTICE OF BREACH OF WARRANTY LICENSOR SHALL BE AFFORDED A PERIOD OF SIXTY(60) DAYS TO CURE THE REPORTED DEFECT, FAILURE OR OTHER BREACH LICENSEE AGREES THAT THE FOREGOING LIMITED WARRANTY IS IN LIEU OF ALL OTHER WARRANTIES OF LICENSOR AND LICENSOR DISCLAIMS ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION ANY IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS OR ADEQUACY FOR ANY PARTICULAR PURPOSE OR USE, QUALITY OR PRODUCTIVENESS, OR CAPACITY, OR THAT THE OPERATION OF THE SOFTWARE WILL BE ERROR-FREE NO ACTION AGAINST LICENSOR FOR BREACH OF THIS LIMITED WARRANTY MAY BE COMMENCED MORE THAN 365 DAYS AFTER EXPIRATION OF THE WARRANTY PERIOD STATED IN THIS SECTION 10 11. Limitation of Remedies and Liability; Exclusion of Consequential Damages. The cumulative liability of Licensor to Licensee for all claims relating to the Software and any services rendered hereunder, in contract, tort, or otherwise, shall not exceed the total amount of the Fees paid to Licensor for the relevant application(s) and services of the Software Licensor's liability for breach of warranty exists only during the warranty period set forth in Section 10 In no event shall Licensor be liable for any consequential, indirect, special or incidental damages(including, without limitation, damages for loss of business profits, business interruption, loss of business information, or other pecuniary loss), whether arising out of contract, tort,warranty or otherwise, even if Licensor has been advised of the possibility of such potential loss or damage The foregoing limitation of liability and exclusion of certain damages shall apply regardless of the success or effectiveness of other remedies, and applies to claims pursuant to the limited warranty created under this Agreement 12. Venue; Governing Law. Exclusive venue for any dispute between the parties arising out of or relating to this Agreement shall be determined as follows, regardless of the place of execution or performance, and regardless of the venue in which a claim or counterclaim is first filed: venue for any action brought by Licensor against Licensee, and for any counterclaims or cross claims related thereto, shall be in the Federal District Court for the_District in the State of _, or, if Federal jurisdiction is not available, the circuit court in the State of-, County of , venue for any action brought by Licensee against Licensor, and for any counterclaims or cross claims related thereto, shall be in the Federal District Court in the State of Oregon, or if Federal jurisdiction is not available, in any state court in the State of Oregon, County of Multnomah This Agreement shall be governed by and construed and enforced in accordance with the laws of the state in which venue is determined pursuant to this Section 12, as such laws apply to a contract made and performed in such state, without regard to conflicts of law provisions. 13. Entire Agreement; Construction; Licensor and Licensee Representations. This Agreement is the complete and exclusive statement of the agreement between Licensor and Licensee and supersedes all prior and contemporaneous negotiations, discussions, proposals and understandings, oral, written or implied, including those involving any agent of either party, relating to the subject matter herein No representations or statements made by either party or either party's agents not expressly set forth or referenced in the Agreement shall be binding on either party Rights, obligations and warranties under this Agreement extend to Licensee and Licensor only,and no other person shall be considered a third party beneficiary of this Agreement or be otherwise entitled to any rights or remedies under this Agreement No provision of this Agreement shall be construed in favor of or against any party because one party or its professional advisors participated in the preparation of this Agreement Licensee represents and warrants that it possesses Aufficient mastery of the principles of accounting to use the Software for its intended purpose, and, accordingly, Licensee acknowledges that it is Licensee's responsibility to develop and institute the use of manual controls to validate the accuracy of the data generated by the system, review proof lists and reports to Requestfor Proposal Response SPKINcaRooK � For the City of Kent,WA (CENT March 18",2005 11 Page 93 validate the accuracy of reports and statements; and verify that a functioning archival system is in place, and that the data base is archived to a removable medium on a daily basis This Agreement has two attachments, Attachment A and Attachment B, which are incorporated herein by this reference In the event of a conflict between the Attachments and the main body of this Agreement, the main body of this Agreement shall control 14. Modification; No Waiver. The terms of this Agreement may only be modified, expanded or added to by a written agreement executed by the parties No oral communication between the parties or their agents before or after execution of this Agreement shall be binding upon either party unless the parties expressly agree in writing to the terms of such communication No waiver by either party of any breach of any term or condition hereof shall be effective or enforceable unless made in writing signed by the party, and no waiver shall be interpreted as a continuing waiver or a waiver of any future obligation. 15. Attorneys Fees.If any suit, action, or other proceeding shall be instituted relating to any term or condition of this Agreement or relating to any of the rights, duties, or obligations arising under it, the prevailing party shall be entitled to recover from the other party and the other party agrees to pay to the prevailing party, whether or not the matter proceeds to final judgment or decree, in addition to costs and disbursements allowed by law, such sum as the trial and each appellate court may adjudge reasonable as an attorney's fee in such suit, action, or other proceeding, and in any appeal thereof including, but not limited to, pursuing, defending, or litigating issues peculiar to federal bankruptcy law Such sum shall include an amount estimated by the court as the reasonable costs and fees to be incurred by the prevailing party in collecting any monetary judgment or award or otherwise enforcing each order, judgment, or decree entered in such suit, action, or other proceeding IN WITNESS WHEREOF, each of the parties hereto has caused this Agreement to be executed in duplicate by its duly authorized officer or representative. LICENSOR LICENSEE r Name: Marilv Rementeria Name: Signature: Signature: Title: ManninE Partner Sales Title: Date: 12005 Date: ,2005 I Request theor Proposal SPUNGBRooK For the City of Kent,WA J l v K E N T March 18th 2005 Page 94 ATTACHMENT A: SCHEDULE OF FEES Attachment A contains the pace quote issued to Customer showing the applications and services being licensed and/or purchased, the fees therefore, and the current fees for other services, and a schedule of payment terms By signing the Attachment A, Licensee is agreeing to the Schedule of Fees for the duration of the implementation Standard Conversion Data Field Listing Springbrook offers several"standard"conversion services. Our standard conversion pricing packages are based upon converting specific pre-determined information Standard conversion packages are focused towards providing the minimal datasets possible for successful processing out of the Springbrook system. As with any enterprise software implementation, a substantial amount of data entry will be required prior to production use of the software. This data entry will be incorporated into your training and overall implementation plan By using a standard Springbrook conversion package, the majority of manual data entry will consist of system setups, master code setups and definitions, and historical data entry. In a standard Springbrook conversion, your organization is responsible for extracting data from your existing software package and providing it to Springbrook in an acceptable data format Please see Springbrook's "Conversion Requirements and Expectations" document for more information on data formats The standard Spnngbrook conversion packages are divided into the following categories, these categories correlate directly to those items listed in your Software License Agreement. indndiai'A ic`afions Chart of Accounts Master General Ledger History Accounts Payable Vendor Master Payroll Employee Master Customer Comments History Below are the field listings that are included in each of the standard conversion packages above. Please evaluate this list carefully. Any additional data included in your conversion will need to be reviewed by a Springbrook Programmer or Conversion Analyst to determine the level of effort required to convert the additional information. Upon completion of the review, a proposal will be written outlining any additional costs associated with converting the non-standard data Financial Applications Request for Proposal Response SPRRING ROOK \ /��/'�,.►0 For the City of Kent,WA R G N T March 181h,2005 k`F \1•v l Page 95 Chart of Accounts Master Account Account Type Account Description Current Year Budget Amounts General Ledger History Account Fiscal Period Fiscal Year Journal Entry Date Journal Entry Number Description Credit Amount Debit Amount Accounts Payable Vendor Master Vendor Number Last Name First Name Vendor Phone Vendor Address Line 1 Vendor Address Line 2 Vendor City Vendor State Vendor ZIP Shipping Address Line 1 Shipping Address Line 2 Shipping City Shipping State Shipping ZIP Shipping Contact Name Shipping Comments 1099 Vendor Federal Tax Identification State Tax Identification Payroll Employee Master Employee Number Last Name First Name Middle Initial Address Line 1 Address Line 2 City State Zip 40 RequestFore Proposal GftyofKentesponse PR-INGB OOK For the City 1h Kent,WA �7 V IlIJ KENT March 18`" 2005 ��`f 1141t�f Page 96 Home Phone Number Full Time/Part Time Department Job Title Hours per Year Pay Periods per Year Salary per Pay Period Amount Hourly Rate Social Security Number Male/Female Date of Birth Conversion Field Listing- Payroll Employee Master,continued Hire Date Anniversary Date Termination Date Workers Compensation Code Federal Filing Status State Filing Status For those conversions listed on page 10 that do not have field listings above, we will compare your database structures with our database structures and convert whatever fields will fit into the new structure. i Y i Request for Proposal Response SPR-{NGBROOK For the City of Kent,WA KENT March 181h zoos x�F nt-tact .....,,.,. Page 97 A.2. FEE PAYMENT SCHEDULE. Sprmgbrook License Fees: 100% ($43,000) due at contract signing • (Finance Suite) • (Purchase Orders) • (Payroll) • (Fixed Assets) Progress Database Fees- 100% ($)due at contract signing -user Server, -user Client Consulting and Training: 50%($)due at contract signing (Does not include expenses, 50%(S) due at completion of Consulting, see A 3 and A.4 for details) Training Does not include training on report building. Above based on. • Finance Suite ($) • Extended Budgeting($) • GASB34 reporting(S) • Purchase Orders (S) • Payroll($) • Fixed Assets ($) Implementation Management- 50% ($)due at contract signing 50% (S) due at project completion(customer achieves Live Status) Above based on • Finance Suite($) • Extended Budgeting($) • GASB34 reporting($) • Purchase Orders ($) • Payroll($) • Fixed Assets ($) I'year Maintenance: Will be invoiced three months after contract signing Note- Maintenance (based on 25% for 1"year)will apply on custom programming performed& maintained by Sprmgbrook. See also Software Maintenance Agreement Customer Enhancements. 50% ($)due when/if requested and approved (If applicable) 50% ($) due upon completion of each Modification as detailed and invoiced on each work order Data Conversion(s)• 50%($)due at start of conversion by product 50% ($)due upon completion of conversion by product Applications to be converted- (See estimate on page 10) Request for Proposal Response For S MI G n the City of Kent,WA i V ull jOOP/ � T March 18tb,2005 x�fTt4'tRF KENT Page 98 A.3. EXPLANATION OF FEE SCHEDULE ITEMS FOR SERVICES A.3.1 Software Maintenance. Maintenance and support of the Software is not provided under this Software License Agreement,but under a separate Software Maintenance Agreement between Licensor and Licensee In the event of a conflict between this "Explanation" of software maintenance and the Software Maintenance Agreement, the Software Maintenance Agreement shall prevail First year maintenance is based on 20%of the then current retail value of the application software and 25°o of the then current retail value of the database manager and optional report budder Maintenance on the Springbrook applications is provided by Springbrook Software and includes telephone and modem support, as well as enhancements to the version purchased Maintenance on the database manager is provided by Springbrook software and includes telephone and modem support. as well as updates to the database as provided by Progress. Maintenance on the Progress Report Builder includes updates as provided by Progress, as well as telephone and modem support from Springbrook for standard reports written by Springbrook and included as part of the standard releases A.3.2 Implementation Management. Implementation Management Services. Implementation Management Services are vital to a successful implementation, and are considered consulting rather than training An IM Specialist is assigned to manage your implementation, managing your workload, checklists, task lists and keeping you apprised of the status of your project. This involves on-going telephone and conference calls as well as written documentation Implementation planning is generally conducted prior to signing contracts The cost of this line item in your quote may go up or down after the BPS (see below)depending on the complexity of your implementation(will you be using the system(s) as they are provided,will you be implementing all the features contained in the application(s),will modifications be required, etc —note- these conditions may also affect the training estimate listed in this quote) Business Process Study(BPS). Every Agency is unique in the way it conducts business In Utility Billing, rates arc different, the frequency in which routes are billed is different, the way past dues are issued and how late fees are calculated is different In addition, other factors need to be considered, such as what, if any, interfaces need to be written to connect Springbrook to vendors' applications and what type, size, and complexity will the forms be that you present to your clients, including billing statements, past due statements, door hanger, etc These types of conditions are also true for the financial and payroll applications. We consult with your staff on the best way to build your chart of accounts to fit your organization's reporting requirements We assist you in defining all of the setups required for payroll and accounts payable In summary, we help you maximize the benefits while minimizing any misunderstandings about the functionality or implementation of your new software This billable ser,.ice(cost, excluding travel expenses) is included in implementation management services Following your BPS you will receive a written document outlining our findings for your review and approval. You will receive a firm price on the implementation management services, the cost for formatting bills, past due statements, doing a data conversion, any requested programming modifications, and/or all other potential costs relevant to this project We can also verify whether the training estimate provided with this quote is appropriate for your organization Any associated costs uncovered during this session will be bid and presented for your prior approval A.3.3 Consulting and Training Services. The amounts listed in this quote do not include travel time or expenses In addition, all out of pocket travel related expenses will be billed (this will be invoiced at current IRS per diem rules for your area on all applicable items, including car rental, hotel expense, airfare, mileage, taxis, parking, toll fares, and meals) Variables that could cause the need for additional training include, without limitation. employees at your organization that are unfamiliar with their job Request for Proposal Response CPR-I For the City of Kent,WA J I V (� KENT March 18'",2005 I v l Page 99 responsibilities; users who are unfamiliar with Windows, multiple users who need to be trained at separate times and/or locations, or turnover in application software personnel during the implementation period Training fees will be payable by Licensee whether or not application software personnel are made available for training, and failure to complete required training could result in increased Maintenance Fees Licensee shall provide users of the Software with Springbrook certified Software training, a System Malfunction caused by an untrained user shall not be the responsibility of the Licensor A.3.4 Modifications. Modifications are made on a bid basis, based on Spnngbrook's current Service Fee schedule. All Modifications and custom programming will be made pursuant to Work Orders approved in advance by you. These include any and all fees for modifications requested and outlined in the BPS findings, as well as future Modifications requested during and after the project is completed In order to keep the implementation schedule on track, no modifications other than those outlined during the BPS process will be made to the Software until the base system is installed(and all License Fees have been paid), unless those modifications are essential to your ability to go live on the application(s). No fees for software modifications shall be billed to you until Springbrook has received a signed bid for such modifications A.3.6 System and Communication Requirements. Operating Environment Client-Server Option: Microsoft Windows NT Server 4 0 with Service Pack 6a, Windows 2000 Server with Service Pack 2 or later, Windows 2003 Server, or Lmux A single user version will run on Microsoft Windows NT Workstation 4 0 with Service Pack 6a, Windows 2000 Professional with Service Pack 2, or Windows XP Professional ASP Option: PC's accessing the Springbrook applications via the Internet need Windows XP installed. In addition, high speed(preferably DSL line) Internet access is required Printing of forms needs to be performed on a laser or desk-jet type printer Telephone/Modem Support. - Springbrook shall maintain a telephone and modem support line, or DSL Internet connection, or T1 connection to the Internet that permits Customer to receive assistance Customer agrees to provide and maintain a means for Springbrook Software to remotely access and maintain the Springbrook Software applications on Customer's server This requires both a means of connecting to Customer's server, and software for enabling virtual desktop access to the server The current list of supported means of this access is a 56kilobyte per second modem with a dedicated modem line, or an Internet connection of at least 128 kilobytes per second access speed and a dedicated IP address The current list of supported software for enabling virtual desktop access to the server is: Symantec PCAnywhere, GoToMyPC, Microsoft Terminal Services, and Citrix Metaframe Customer agrees to provide and maintain an Internet connection of 128Kb, or faster, for accessing Springbrook Software updates and information from the Springbrook Software web site Request for Proposal Response ran tip p r� �/ t For the City of Kent,WA Si r�l t V GBR..00K KENT March 181",2005 „.... ..... Page 100 A.4. ADDITIONAL SERVICE FEES After hours support $ 150/hr (Maintenance contract covers support from 5a-5p Pacific Time, Mon-Fri) On Site Installation $ 150/hr Network& Operating System Consulting $ 150/hr (Answering questions and assisting users and/or their consultants with all aspects of hardware, networks, and operating systems - includes installation, set-up, and troubleshooting) Training (Note: Report Writing is billed at$150/hr) $ 150/hr (The training necessary for the average user has been included with the project total above-additional one- on-one training, if requested, shall be billed at$1501hr Training is held in the Portland, Oregon Training Center, or on site.) Travel Time(billed one way) $ 100/hr (For on site services) 1 Travel Expenses Billed as Incurred (Airfare, hotel, meals, car rental will be charged on a not to exceed basis per IRS standards (per Publication 1542)for your area, unless no other options are available, gas &parking will be billed as actual as no IRS standards apply) Telephone training $ 100/hr (Working with a trainer or customer support representative on questions other than support related issues (as defined in Maintenance Agreement) where the call exceeds 10 minutes in length is considered training rather than support and may be billed as such) Weekend/After Hours Training On-site rate $ 200/hr Telephone rate $ 200/hr Support Not Under Maintenance $ 250/hr (Minimum charge per 30 minute call) NOTE: Senior Managers/Programmers/CPA's $ 175/hr These are current rates for services and are subject to change within twelve months of executed date of this contract. ' Request theor Proposal SPRING -ooK For the City of Kent,WA aT March 181",2005 .f . . ARf Page 101 A.5. AFFIRMATION OF BUDGET AUTHORITY The majority of Spnngbrook Software Clients must have proper budget authority to make a major purchase, such as new software It is important to remember that if your implementation project crosses budget years, it is your responsibility to ensure you have re-appropriated any remaining contract funds in the next budget year and have proper budget authority to complete the project Spnngbrook Software can help you determine what remaining contract funds need to be re-appropriated, if this situation arises By my signature below, I confirm that I have read, understand and agree to this Attachment A, Schedule of Fees Signature Name Date 1 Request for Proposal Response SPR ING3ROOK For the City of Kent,WA KEN1 March 18'",2005 �i�fTU�Rt ,, Page 102 SPRINGBROOK SOFTWARE SOFTWARE MAINTENANCE AGREEMENT PARTIES: SPRINGBROOK: Sprmgbrook Software, Inc , an Oregon corporation 111 SW Fifth Street Portland, OR 97204 Ph (503) 820-2200 Fax(503) 820-4500 Email info@sprmgbrooksoftware.com CUSTOMER: EFFECTIVE DATE: _ Springbrook has licensed its proprietary software products and programs ("Software")to the Customer, and Customer wishes to have Sprmgbrook maintain and support the use of the Software Sprmgbrook and Customer therefore agree as follows. 1. Definitions. a. "Software"has that meaning assigned to it pursuant to the Software License Agreement executed by the parties in conjunction with this Agreement(the"License Agreement"). b. "Enhancement" means any modification or addition that, when made or added to the Software, materially changes its utility, efficiency, functional capability, or application, but that does not constitute solely an Error Correction Sprmgbrook may designate Enhancements as minor or major, depending on its assessment of their value and of the function added to the Software e. "Error" means any failure of the Software to conform in any material respect to its published specifications d. "Error Correction" means either a modification or addition that,when made or added to the Software, brings the Software into material conformity with its published specifications, or a procedure or routine that, when observed in the regular operation of the Software, avoids the practical adverse effect of such nonconformity e. "Major Enhancement" means either the total rewrite of an application and/or additional functionality benefiting only certain entities, not all customers as a whole, and requiring these enhancements to be packaged as a separate Module L "Releases" means new versions of the Software, which may include Error Corrections and/or Enhancements Request the Cor iosal ty spouse SMINGBR-00K For the City of Kent,WA March 18" 2005 ��`f 1�V•Uti KENT Page 103 g. "Temporary Fix" means an initial correction or"fix"to a problem in the software prior to the release of an error correction 2. Term, Automatic Renewal, Termination, Opportunity to Cure. The initial term of this Agreement shall be from the Effective Date to twelve months following invoice due date for first year of maintenance, subject to renewal thereafter During this Agreement's first term, Customer shall pay for the first year of maintenance for all modules licensed effective three (3)months after Software License Agreement signing date, based on first full year of maintenance pricing in Attachment A of this Agreement Springbrook shall bill and Customer shall pay for maintenance provided under this Agreement on an annual basis, payment due as of the start of each maintenance term(12 months) thereafter This Agreement shall automatically renew after the initial term for subsequent terms of one (1) year each unless and until either party gives the other no less than thirty(30)days' written notice of termination in advance of the termination of the then-current term A party shall be considered in default under this Agreement only if the party, thirty (30) days after receiving written notice from the other party identifying with reasonable specificity a material failure to comply with any term or condition contained herein(including without limitation Customer's failure to pay any fees or charges due under this Agreement or any related License Agreement or service agreement, and Springbrook's breach of the limited warranty provided in Section 11), has not cured such failure or breach In the event that Customer is in default under this Agreement, Springbrook in its sole discretion may elect to terminate this Agreement or to place Customer's Agreement on hold until such default is cured 3. Scope of Maintenance. During the term of this Agreement, Springbrook agrees to provide Basic Maintenance services in support of the Software Basic maintenance services shall consist of a. Error Correction. Springbrook will use all reasonable diligence to correct verifiable and reproducible Errors within a reasonable time period after reported to Springbrook The Error Correction,when completed,may be provided in the form of a"temporary fix," consisting of sufficient programming and operating instructions to implement the Error Correction b. Telephone/Modem Support. Springbrook shall maintain a telephone and modem support line, or DSL Internet connection, or T 1 connection to the Internet during normal business hours (5AM to 5 PM Pacific Time) Monday through Friday, excluding major national holidays, that permits Customer to report Errors in the Software and to receive assistance in cases of operator error. Customer agrees to provide and maintain a means for Springbrook Software to remotely access and maintain the Springbrook Software applications The current list of supported means of this access is available from Springbrook Software, but will include either a modem and dedicated modem telephone line, or an Internet connection of 128Kb, or faster, with a dedicated, static IP 1 address Customer agrees to provide and maintain an Internet connection of 128Kb, or faster, for accessing Springbrook Software updates and information from the Springbrook Software web site In order to serve Customer properly, Springbrook requires that the modem be located physically in the server, not in a workstation on Customer's network Springbrook reserves the right to bill hourly(following Customer's approval) for maintenance in cases of repeated operator error, or where a single operator error results in extensive Springbrook time to resolve the problem c. Changes in State and Federal Regulations. Springbrook will provide updates needed to conform to state and federal regulations, including changes to tax tables and routine forms, as changes become effective Maintenance services under this Agreement do not include updates to conform to any changes in local governmental regulations, including without limitation changes in utility billing rates, reports or methods '.00Request for Proposal Response C����r��n O�i/ /_ For the City of Kent,WA J I V R- K ENT March 181",2005 Page 104 d. Routine Releases. Springbrook may, from time to time, issue routine Releases of the Software, containing Error Corrections and minor Enhancements to customers who have maintenance agreements in effect Installation of routine releases is provided at no charge to customer if completed over the modern Installation of routine releases and updates by Springbrook at Customer's site will be billed to Customer at the then current hourly rate except in cases where Springbrook is solely responsible for the inability to provide modem support e. Discounts on Major Enhancement Releases. Springbrook may, from time to time,offer major Enhancements to Customer, generally for an additional charge To the extent Springbrook offers such Enhancements, it shall permit Customer to obtain one copy of each major Enhancement for each copy of the Software being maintained under this Agreement at the discount then specified by Springbrook 4. Exceptions. The following matters are not covered by Basic Maintenance, and are outside the scope of services provided pursuant to this Agreement. a. On-site support by employees or agents of Springbrook; b. Training users in the proper operation of the Software; e. Any problem resulting from Customer's misuse, improper use, alteration(including local reports written by the Customer), or damage of the Software,unless approved by Springbrook in writing, d. Support of operating systems, support of non-Springbrook software, including but not limited to spreadsheets, word processors, general office software, and report builders (including the Progress Report Braider), e. Installation, implementation,data conversion and implementation management services; f. Training, consulting, and implementation management services required on an individual Customer basis for upgrades, g. Set up, support for and maintenance of additional production databases. 5. Cooperation of Customer. Customer agrees to notify Springbrook promptly following the discovery of any Error Further, upon discovery of an Error, Customer agrees, if requested by Springbrook, to submit to Springbrook a listing of output and any other data that Springbrook may require in order to reproduce the Error and the operating conditions under which the Error occurred or was discovered Springbrook shall treat any such data as confidential 6. Fees and Expenses. The initial Maintenance Fee will be as invoiced to Customer as per conditions under Section 2 of this contract and asset forth on Attachment A The first term(twelve (12)months) Maintenance Fees will be due 3 months after signing Software License Agreement Maintenance fees are due and payable at the beginning of the initial term of this contract and each renewal term hereunder Maintenance fees will apply to all licensed products and to any modifications made to those products if those modifications require support and/or additional programming services during upgrades to new releases Maintenance fees are based on a percentage of the then current retail value of the licensed products For the initial term of this contract, the rate is 20%for standard licensed products, 25% on all billable enhancements and database manager license fees.. Maintenance Fees do not include travel (including travel time)and living expenses for installation and training, on-site support, installation or training, file and Request for Proposal Response SPR-INGWOOK For the City of Kent,WA KENT March 18'",2005 x�rrti-vu Page 105 data conversion costs; consulting services; shipping charges. Implementation Management Services or the costs of any recommended hardware Customer agrees to pay such fees and costs, when and as the services are rendered and the expenses incurred, as approved by Customer and invoiced by Springbrook. Springbrook shall provide supporting documentation for all expenses upon customer request Springbrook reserves the right to require prepayment or advance deposit for such additional charges or expenses in some instances Customer is also responsible for sales or use taxes and state or local property or excise taxes associated with licensing,possession, or use of the Software or any associated services All fees paid hereunder are nonrefundable and will be forfeited in the event of termination or cancellation except as specifically provided in Sections 10 and 11 If key personnel replacement occurs, Springbrook reserves the right to require that the new employee(s) acquire certified training Springbrook offers free training at Springbrook's Portland Training Center to all new finance directors, utility supervisors, and/or other managers on Springbrook software applications previously implemented by the Customer. At Sprmgbrook's election, up to a twenty-five percent(25%) increase in maintenance fees will occur if a final training certificate is not received and maintained by all applicable users. The amount billed will only be less if the assigned software consultant and/or implementation manager certifies that the user(s) have obtained the required skills to run the applications in less than the minimum training quoted in this contract) If key personnel replacement occurs, Springbrook reserves the right to require that the new employee's) acquire certified training Sprmgbrook offers free training at Sprmgbrook's Portland Training Center to all new finance directors and utility supervisors on Springbrook software applications previously implemented by the Customer. 7. Work Orders. Customer may from time to time request from Springbrook services, such as software modifications or additional training Springbrook shall make a reasonable and good faith effort to comply with such requests but shall retain the sole right to decide whether such services are executed The Customer shall receive from Springbrook an estimate of the cost of requested services Springbrook shall receive for all approved Customer requests a signed work order from the Customer and a deposit equal to fifty percent of the estimated cost of the service 8. Billing All invoices from Springbrook to the Customer for any product or service are due upon receipt. Invoices are past due 30 days after the date of invoice Springbrook may, at its option, charge all invoices 30 days and older an interest at a rate of one and one-half percent(1'/z%)per month(eighteen percent(18%)per annum)or, if less, the highest rate allowed by applicable law from the date such fee or charge first became past due Invoices are delinquent sixty (60) days after the date of invoice A delinquent invoice may cause Springbrook, at its option, to put the Customer's account on hold, or, subject to the terms of Section 2,terminate this Agreement Accounts on hold may receive no product, service, or support from Springbrook until all past due and delinquent invoices are paid in full 9. Use and Restrictions. The Customer's rights and obligations concerning the use of any Error Corrections, Enhancements, or Releases (or any other programming provided by Springbrook, regardless of its form or purpose) shall be as provided in the License Agreement Springbrook shall have sole and exclusive ownership of all right, title and interest in and to such works (including ownership of all copyrights and other intellectual property rights pertaining thereto), subject only to the license expressly granted to customer in the License Agreement 10. Limited Remedv and Liabilitv; Exclusion of Consequential Damages. The cumulative liability of Springbrook to Customer for all claims relating to any services rendered hereunder, in contract, tort, or otherwise, shall not exceed the total amount of the Maintenance Fee paid to Springbrook pursuant to this Agreement during the twelve(12)months prior to the claim In no event shall Springbrook be liable to Request theor Proposal SPPUNGBROOK For the City of Kent,WA K E N T March t a`°,2005 �cr 14v u�r „„_ , Page 106 Customer for any consequential, indirect, special, or incidental damages (including, without limitation, damages for loss of business profits,business interruption, loss of business information, or other pecuniary loss), even if Sprmgbrook has been advised of the possibility of such potential loss or damage. The foregoing limitation of liability and exclusion of certain damages shall apply regardless of the success or effectiveness of other remedies, and shall apply to all claims under the warranty described in Section 11 Springbrook's liability for breach of warranty exists only during the warranty period set forth in Section 11. 11. Limited Warranty and Exclusions. SPRINGBROOK WARRANTS THAT IT WILL RENDER ITS SERVICES HEREUNDER IN A GOOD AND WORKMANLIKE MANNER DURING THE TERM OF THIS AGREEMENT AND FOR A PERIOD OF SIX (6)MONTHS THEREAFTER SPRINGBROOK, AT SPRINGBROOK'S SOLE COST, SHALL CORRECT ANY FAILURE TO RENDER ITS SERVICES HEREUNDER iN A GOOD AND WORKMANLIKE MANNER ANY CLAIM BASED ON THE FOREGOING WARRANTY MUST BE SUBMITTED IN WRITING TO SPRINGBROOK CUSTOMER AGREES THAT THE FOREGOING LIMITED WARRANTY IS IN LIEU OF ALL OTHER WARRANTIES OF SPRINGBROOK AND SPRINGBROOK DISCLAIMS 1 ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, ANY IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS OR ADEQUACY FOR ANY PARTICULAR PURPOSE OR USE, QUALITY OR PRODUCTIVENESS, OR CAPACITY, OR THAT THE SERVICES RENDERED HEREUNDER WILL BE ERROR-FREE NO ACTION AGAINST SPRINGBROOK FOR BREACH OF THIS LIMITED WARRANTY MAY BE COMMENCED MORE THAN 60 DAYS AFTER EXPIRATION OF THE WARRANTY PERIOD STATED IN THIS SECTION 1 I 12. Venue; Governing Law. Exclusive venue for any dispute between the parties arising out of or relating to this Agreement shall be in the Federal District Court for the District in the State of or,if Federal.jurisdiction is not available,the superior court in the State of , County of . This Agreement shall be governed by and construed and enforced in accordance with the laws of the State of as such laws apply to a contract made and performed in such state, without regard to conflicts of law provisions 13. Entire Agreement; Construction. This Agreement is the complete and exclusive statement of the agreement between Sprmgbrook and Customer and supercedes all prior and contemporaneous negotiations, discussions, proposals and understandings, oral, written or implied, including those involving any agent of either party, relating to the subject matter herein No representations or statements made by either party or either party's agents not expressly set forth herein shall be binding on either party Rights, obligations and warranties under this Agreement extend to Customer and Sprmgbrook only, and no other person shall be considered a third party beneficiary of this Agreement or be otherwise entitled to any rights or remedies under this Agreement No provision of this Agreement shall be construed in favor of or against any party because one party or its professional advisors participated in the preparation of this Agreement 14. Modification; No Waiver. The terms of this Agreement may only be modified,expanded or added to by a written agreement executed by the parties No oral communication between the parties or their agents before or after execution of this Agreement shall be binding upon either party unless the parties expressly agree in writing to the terms of such communication No waiver by either party of any breach of any term or condition hereof shall be effective or enforceable unless made in writing signed by the party, and no waiver shall be interpreted as a continuing waiver or a waiver of any future obligation. tIN WITNESS WHEREOF, each of the parties hereto has caused this Agreement to be executed in duplicate by its duly authorized officer or representative. Request for Proposal Response SPR INGBR-OOK For the City of Ken[,WA KENT March 18",2005 ,,,_ . Page 107 LICENSOR LICENSEE Name: Marily Rementeria Name: Signature: Signature: Title: Managing Partner Sales & Support Title: Date: , 2005 Date: , 2005 I l i i _ i t '.00 Request theor Proposal Sl RINGBROOK For the City of Kent,WA KENT March 181",2005 Page 108 I ATTACHMENT A: SCHEDULE OF FEES Attachment A contains the price quote issued to Customer showing the applications and corresponding first year maintenance/support service fees, as well as a schedule of payment terms for these maintenance/support services Please note that these fees are for one full year, but first year fees will be pro-rated as per terms below By signing the Attachment A, Licensee is agreeing to this Schedule of Fees r Springbrook software maintenance will be due and payable three (3) months following date of signing Software License Agreement, except for database manager or other third party software maintenance which is due with signed contracts Subsequent years' maintenance fees will be due each year thereafter and will be for each subsequent 12-month period Additional maintenance will be charged on all custom modifications performed and supported by Sprmgbrook By my signature below,I confirm that I have read,understand and agree to this Attachment A to the Software Maintenance Agreement, Schedule of Fees Signature Name Date t - Request for Proposal Response For the City of Kent,WA SPIUNGBROOK "sN T March 18",2005 Page 109 Excerpt from Utility Billing Training Manual: Comments Status The Comments Status option will allow you to create user defined comment statuses for your organization that can in turn be used to monitor customer accounts via an alert option and/or a comments report SETUP AND USING COMMENTS STATUS From the Utility Billing main menu select the Maintenance palette From the listed menu items, select Comment Status ------ ------ ----------- 10 i i� X i Status Desorption 10 TURN OFFS Utility Turn Offs POC Volitde The Comment Status Search window will allow for you to add comment statuses for the organization or to access existing comment codes To add a new comment status, select the create/new icon i Comment Status Information Comment Status POC Description MM Alert Days 999 J® Receipt Alert 9 Account Alert In the Update Comment Status Code window, you can define the Comment Status. In the example provided, the status of PAY AGREE was created After inputting the status, the Description line allows for more detailed information that pertains to the code The Alert Days can be set upwards to 999 days of indefinitely if set as zero It also allows for the alert code to be set based on a Receipt Alert or an Account Alert If a comment status is set up with the receipt or account alert option, once a customer has the comment attached to Request for Proposal Response For SPRING'BROOK 40!5��' the City of Kent,WA � �IENI' March 18`",2005 Page 110 an account, when the account is accessed in the future via Cash Receipts (Receipt Alert) or ' Account Maintenance (Account Alert) a pop up message will be Instantaneously received upon accessing the account j ' To add a comment to an account using a user defined comment code; go to Account Maintenance from the Maintenance palette Access the account that Is to have the comment added and go to ' the Comment/Bill To tab. Balance I History I Customer I Lot I Meters I Account Service Rates I Sery Requests ] Containers I" Comment 1 Bill .I Winter Avg I Audit Trail Comments Comment Info Lii� W Ji �X Creator jadmin Date 107760365,71 Status Comment Date Dale Closed Status Promise Close Dt �flffy.'�II'p Comment _ r' 111tBY�li i Customer Promises to Pay Outstanding Bladank; 6y 2114� , - Bobby,lean 2/05204 iI Bill To i Bill To Info - x Bill To Customer BD4799 Cbuseau,Inspector Cust No Billed Letter 1 Letter Z Letter 3 ; {r' Send BSI W, Receive Past Duel W Receive Past Due 2 TV Receive Past Due 3 —' r Misr:1 Message Select the create/new icon to add the comment to the account. Select the drop down option for Status, which will list all the available options, both standard and user defined codes Select the appropriate status code ' Request for Proposal Response SPR[NGaROOK For the City of Kent,WA KENT March ts'",Zoos vu Page 111 Balance History I Customer Lot I Meters J Account Service Rates I Sery Requests Containers j Comment!Bill Writer Avg I Audit Trail Comments--- - -Comment Info - — E) - -- -- _ '- _ Creator rm Date PZt02Y20 I Status Promise Close Dt dI Status Comment Date Dale Closed Comment Attention n Customer Pro anding Balance by 2/14/04 I BobbyJean Closed Alert - POC -Bill To - — -Bill To Into Bill To Customer bC1?4799 iClouseau,inspetlor Cust No Billed Letter 1 Lefter 2 Letter 3 rV_ Send Bill r tWo Receive Past Due 1 r/ Receive Past Due 2 17 Receive Past Due 3 Misc 1 Message " Once the comment status Is selected, you may enter additional information In the Comment area that can be associated with the comment note j Request for Proposal Response SPR-ING3ROOK For the City of Kent,WA KENT March 181",2005 1\4lla a,, ,, Page 112 i ss r t F d t r r „r..�. AM-0 Balance I History j Customer J Lot i Meters I Account Service Rates I Sera Requests Containers Comment/Bill I Winter Avg Audit Trail Comments ---- — Comment Info — - - X Creator admen Date 021D912004 I Status lComment Date Date Closed Status PDC Close Dt ® Comment Promise '02102/2004 _ Do not accept payment by check from this individual BJ 1 Bill To — - Bill To Info- cii; X Bill To Customer 667 99 FUw A_eau,InVpctor Cust No Oiled Letter 1 Letter 2 Letter 3 W Send Bill Wo Receive Past Due 1 --- -� - ry-, Receive Past Due 2 ( - W Receive Past Due 3 r Mrsc 1 Message ;!Ilii;z„I liial i':i' --- -- - - --- - Once the additional information is added In the Comment area, if any, select the save icon from the Comment/Bill To tab Request for Proposal Response For the City of Kent,WA SPRlNGf3ROOK KENT March 18'",2005 Page 113 ; r ge r- ® ; Balance I History I Customer Lot I Meters I Account Service Rates I Sery Requests I Containers I Comment/Bill I Winter Avg I Audit Trail —Comments — — Comment Info— — ❑ ti X Creator Wadmin ,,, Date C'2f?0912004= Status Comment Date Date Closed Status JPOC Close Dt mm , Comment o not accept payment by check from this Individual BJ Promise 02/02/2004 Bill To _ Bill To Into ❑ Q; W X Bill To Customer [�,+k7.5� Clottse�t;lri�t�ator Cust No Billed Letter 1 Letter 2 Letter 3 War Send Oil t9 , ; r" Receive Past Due 1 I✓ Receive Past Due 2 rV Receive Past Due 3 �' Misc 1 Message- In the future, when the account is accessed, the following Account Alerts pop-up message will be displayed. i f t Request theor Proposal SPR-INGBROOK For the City of Kent,WA KENT March 18'",2005 o, Page 114 ` Alert Date Expiration Date I Status or Code Type A A. Status Description Volitile tComment Do not accept payment by check from this individual BJ 1 The Account Alert pop-up message displays the Alert Date, which is the date the comment was added to the account The Expiration Date, which is a date that is assigned based on the number of alert days the comment code was set up for, the Status Code used and the Type The alert message also displays the Status Description that is associated with the comment code and the additional information that was input by you in the comment area If a comment code is set up as a Receipt Alert this same type of Account Alert pop-up message will be received in the Cash Receipts module You have the capability of processing a Comments by Status Report that will display all accounts with the selected comment for tracking purposes Please see Reports for information on how this report functions and is processed. 1 1 1 i i Request for Proposal Response For the City of Kent,WA Sf RINGWOOK K E 0 T March 18'",2005 > f 1\ \I f ..,.,. , .. Page 115 Excerpt from Utility Billing User Guide: Adding Your Logo to Sprmgbrook Reports Did you know that you can add your logo to some of the reports in your V6 application' If the Sprmgbrook logo appears on a report, you can replace it with your own logo Or, if you want to simply remove the Sprmgbrook logo,you can replace it with a blank image file. , Before you can add your logo (or a blank logo file),you need to make sure that it is formatted correctly By formatting the file before trying to add it to your reports you will avoid having any odd image distortion. The simplest way to work with your logo file is to use MS Paint. FORMATTING YOUR IMAGE FILE 1. Open the MS Paint program by clicking on the Start Menu, Accessories, then Paint d Eat Nay' Va Ioa accessiblev t j,17 f$la u51 Qt �' a twor Naar . -jy canna.,Kte. t �e - e i H �I _f tr"- � R106 Bsm r J FMMaY,rtm[ t J nYtaiP r .�trmna serkcsctent e�e� FF— s— ^-�^^ �,� _,'!^'� Q ncm"a 0v�uer s o .�sraem rooh The snnF est method U kroba ueexr 5 0 59 caKuxor [4s s to use MS Pamt (Press Start then IrJ gtldfa M.ohetso if Cw.naM mm�[ Hat your logo file By formattmgthe file oe- will avoid having CYntdrteporte Q Wei , your logo duwrted ������ ,a rvotaoaa . rEN mean Haas '�y ��flew.CfFK1�5ivi l�MtromR 6cd V Syn[Mame MeramR QLhoF. �Wetlows fxpM,b Ili Open IXfee Pocumml a MnomfttiwcPorR %.IS a CCfEI ®MKromk Rc,re[t WsR��a C®..MKromN Wwd ay Symslert nYwtdrtl i JOonneNz settry, seem r i H a y � 4 Y X i.. s LA ,�san ;�]�.:8 ; �$tt ({B<enc Fi hd.Mt �ICtca 'aepu {J�`�Xilt tsaeR An Untitled Paint window will appear. 540For the City of Kent,WA Request for Proposal Response Sr'RiNcaRooK KEIhiT March 18t",2006 Page 116 ele ENt View Image C*ro Help � �nn B j0F* A �rr rrr■r�rrr for Help,click Help Topics m the Help Men 30,81 /r j2. You will find it easiest to work on your logo if you maximize the screen, .JaJ1 Fie Eat Ybvl dmage Sdors Fbb J:S � ! J1% A rr�rrr��rrr>��� — - - --- - - ------ �'arHdpdckHdpraprsentMHdpnw., i 3. To change the `Paint' document to the 1.51nch by 4.5 inch size necessary-Click on `Image", then `Attributes' i ! T Request for Proposal Response For the City of Kent,WA SPR INGBROOK KEN March 18 ,2005 i i�ev F »...,, Page 117 Fb Elt'New Image Wors Fft ..- FrolPaate Cb" ® 5U,tr f5le Cb4W G rt Co S Ctit+l (� ktrdtes Ctr14E - 0 B aes Imd Cm+5*a 'i ♦]raw�OLQ.Ie IAI% L, M 4x[ -' * Fbd{ Z;B Ca1C ®pddih. ;yC��O. Repor �entHlp(�3�°Y 1116AM, t i i 1 1 Request e City of K Response SPR-INGBR ooK For the City of Kent,WA KENMarch 18t0,2005 ,. ,P4 Page 118 4 In the Attributes window, change the Units to inches. Change the width to 4 50 and the Height to 1.50. Click on OK to save the attributes. Attributes File last saved 7/212002 10 29AM OK ' Size on disk 13,227 bytes ���� Cancel Width 1C N1R ' Height 1 50 -Units _ Default ` Inches Cm f Pixels Colors r Black and white t: Colors Transparency --- f- Use Transparent background color � S�IE�TCoL-, I Your file will now be the correct shape to add to Sprmgbrook rir tk of Ya 0400 suk s v� Q fi A © O .w"r _ �rrrrrr®rrrrrrr VW i ei,d4k Wip Tapes on the Neip Menu NOTE- If you do not have a logo and you simply want to remove the Springbrook logo from your reports, you can skip down to the SAVE instructions below to save and attach this blank file to your reports ' Request for Proposal Response SPR[NGBROOK For the City of Kent,WA KEN T March 181",2005 .ten 4t aai Page 119 5. Right click on your document Choose the `Paste From...' menu item .W401 Fie Ot Vlew Repo,C04M H* Q d B ea A Dante a � 2 Sant A 09 � � - ca o ILFlm�ta� VV ® serehnlSkav Inve[t COIDIs i c PeHma iMDth.s tbn _ I9 ,51 6 Find your logo in your network Click on `Open' � wa �r Ck d & � xlI 1% A Look. :�Sprn gbruokTemplates d C!©- Kemal temdae - © 6 IF 'r Lnpkm tawntempXe j rea,wx,ny -. d © IDgo moun[an bmD spn96rodcbandDp bmD Sunrgbmak Dga2 L p a Fah d type BI7Z Fbs(bmD) CBneel « f-Open as teedmy g"""`" [ii�will loin �ryw I F4 Help,dhk Help Tc� attYd5Fho Mbu _ *+*� —,-- ZA64 QaK .+-p/6f CrdJn �S4 fd+ M l4JV� Jlcf , � �W Jti V! 15514 Request for Proposal Response SPR.iNcaRooK For the City of Kent,WA KENT March 18tb,2005 x`I 141 Alf Page 120 7 If the saved version of your logo is more than 1.5 inches tall or 4.5 inches wide you will get the following message 0. 70 to� oa 0 O Would ld oe ntAeaWap nlaa O 7w b9mp QA Would you lie MetYmap erbged� W Cared ao Nab.dkklL*To ondetxbn•aru —F. . . A-- <:A'D� ,O Me6 , a� � `Oc1 � mow. �uW�&=r tae IN Choose the `No' option This will save your form size. You will need to make the image smaller by clicking on a corner(you will see a double headed arrow)and making the picture smaller Fb Edt tM. Image Cobrs HNp dQ - , - m Via-, Maly iopca m the Neb Heru� —— ( AR-tI AN v ,GM 1® d Sl dim Elad, FEJ —1c . xJ� it`- Ii IMP" Request theor Proposal SPKINGBP ooK For the City of Ken[,WA KEN' March 18tn,2005 Page 121 8 Once your logo is inserted you can add any text you wish to the blank area if there is one This is not essential but may make the reports look more finished ' (Note I have placed the logo at the right edge of the document so it will print at the right edge of your Sprmgbrook reports. You can place the logo anywhere on the white page) .1 _a F� City of Sprmgbrook ' .t 9 B - F% A O O �rrrarr nrrr� Tv Heb,tick Hdp Topics m the Heb Menu —+'T'7_1 '1°---" •, s—__i.. SAVING YOUR LOGO Sprmgbrook will look for your logo in the Custom folder in the Sprmgbrook directory. You should always save the file by first choosing `My Network Places' on your network This will prevent any problems with the system finding the file if your network drives are not mapped exactly the same on each workstation Save in _jSpnngbrookTemplates (]- J History Desktop ;I My Computer 3%Floppy IA �:j Local Disk(C] CCompact Disc(D J , j 4J Users on'Ssi_servei(F) convect on'ssi_devsvr'(I] :N •� dev32 on'ssi_devsvr'(K I p"7a dev91 on'ssi_devsvr'(L) testing on'ssi_devsvr'(T J Dots on'Ssi server'W) 9_ General Sprmgbrook I in-house A SpnngbrookTemplates Save Apps on'Ssi_server'[Z] "4 9"IPe9 J " Cancel ,1 Databases / r 4 0!! Request for the MINGBR- o For the City of Kent,WA J i V �J K K_�.�. March 18'",2005 ,,,„ Page 122 9. Navigating through"My Network Places,"find the Springbrook folder on your network Save in Entire Network Microsoft Windows Network tk 73 Fie name iuntitlZ Save $aye as type JJPEG File Interchange Format("Ipg,'1peg J + Cancel 7� x Save frL kao _ ]DB BU Spnngbrook DLC83D L11 SpringbrookTemplates 13 DLC91B J Storm Lake Documents and Settings I_15TSNCD . y -1 mc27 =i System Volume Information 1 mspclnt J TEMP _J Palm J Windows Update Setup Files Program Files _I WINNT RECYCLER i Report Builder �� _JRoUsV6UserGuides t i � File name luntitled .W Save asype JPEG File Interchange Format('ipg,"tpeg j Cancel 1, .? Request for Proposal Response SPRANG3ROOK For the City of Kent WA KENT March 1C,2005 k l IN \Rf Page 123 10 When you have found the Springbrook folder, click on it to open the folder. Then open the V6 00 folder Saveln (Sprngbrook a ❑� J{ _(Access J archive I attachments J confrg db dsn y.„--7 Jl pfpf kc V6.00 I worlk4ng w t+' File name untitled Save as type JPEG File Interchange Format(`Ipg,`ipeg J Cancel 11. From the V6 folder, open the Custom folder Save-in" :;jVbU0 CY ATTACHMENTS �l bin J help ' icons local �Ilog �r MDBs " Jocx hI'` Jprl k°- templates File name ! j - untitled 7gpen L Save as type JPEG File Interchange Format g ("IP9:`IPe9) Cancel Request for Proposal Response • For the City of Kent,WA SPIUNGBROOK K E N T March 18",2005 tIJ """" Page 124 t 12. You can name the file anything you want. The system will use any image file (* bmp, *jpg, *jpeg, * gif) Please note that some printers have trouble with * bmp files and that Crystal Reports will not display *.gif files If one format does not work, save the image as another file type Save in -.:I custom untitled,gif ;,rr µ rc " File name. ""' Logo + Save�^k Save as type Graphics Interchange Format('gif] Y Cancel 1 Now you are ready to import your logo into Springbrookl ATTACHING YOUR LOGO TO YOUR SPRINGBROOK SYSTEM Note You will need to have security permission to access the SS menu to attach your logo. 13 Choose System Setup in the Utilities menu. I �� ,r System Setup (Alt+S) System Security (AR+C) Request Service Pack (AR+R) Install Service Pack (Ak+I) Update DB (AR+U) Show Scheduled Jobs (AIt+J) Browse Rpt Archive (Alt+B) ' Request for Proposal Response gFor the City of Kent,WA SPR 1 NGB R OOK KENT March 18",2005 Page 125 14 Click on the magnifying glass next to the Org Logo box(Right under your name and address). '-organization Into —Account Info Name Acet Label Fund Format F15F— Address Accl Label 1 Dept Format IXK" Address ' Acct Label Oblect Format F E' City f Acct Label 4 FqKey Format 1=0' , State FWA - Acct Label 5 Extra Formate Zip Code t- Acct Label 6 Format ,E Phan I J Acct Label 7.I Format! Org Logo r 0 i r Uniform chart of accounts r' ,,Fiscal Info— °,--- Balance 000 2902 0000 �00 Due To, 000 001 Frscalyear PO-11 0000 00 Et ��� Fiscal Period 07 oue Frain 000 1001 0000 00 Miscellaneous Info--�—--"-`-`—-- ,'- -ID Numbers-- - Org Number NEWCUST Company 10 Receding Drgrtf' Fed Tax 956000804 Connect String I pf IpASpnngbrookl pf Test State Tax F—;;! Tax Lot Format ?m2>06{h�?'C}44S Unemployment Title Prebx.I— ' Retirement r ....,�,�, r Face balancedJE's;I Work Comp r Subtotal reports on 3rd level f7o Use PM interface 17 Budget all Rev and Exp accts r- Fut Chart Budgeting r The system will take you to the Springbrook folder. To prevent potential problems do not just attach the file from this location. Lock vr. C::j Local Drsk(C J `f^ DB BU gJ Springbrook �JDLC831) -,.1 SpringbrookTemplates _ 1ti JDLC9IB JStorm Lake ,ray J Documents and Settings J STSNCD �mc27 System Volume Information �mspcint JTEMP 'J Palm J Windows Update Setup Files x, i .J Program Files WINNT t 1 -,RECYCLER , . JReport Builder -LJRob's'V6UserGudes Filename . Dpen Files of type Image File F Cancel I Request for Proposal Response C PRAM GBKoOK For the City of Kent,WA J 'V March 18' 2005 KENT ,�,I_ENT Page 126 You should always attach the file by first choosing `My Network Places' on your network This will prevent any problems with the system finding the file if your network drives arc not mapped exactly the same on each workstation 1 ? X Save in ,�SpnngbrookTemplates 4- - J History ' Desktop My Computer „ 314 Floppy(A) w L-_3 Local Disk(C) Compact Disc(D J Users on'Ssi_servei(F) convert on'ssi_devsvr'(I J SR dev32 on'ssi_devsvi(K J , w dev91 on'ssi devsw'(L J ' testing on'ssidevsvr'(T] 1. ` '- k�P Docs on'Ssi_server'(W) `p General Springbrook I in-house SpringbrookTemplates !; -' q3q Apps on'Ssi_server'(Z) Databases R "Ipeg] j Cancel l ' 15 Find the file the using the same method you used to save the logo into the Springbrook directory. Choose My Network Places Find the server that contains your Springbrook system Open the Springbrook folder Open the V6 00 folder F Open the Custom folder Find an Image 7--= Look in �y custom a �. k; Org Logo gif M 1 File name Dpen Files of jWe Image Fde Cancel `1. 16 When you click open the system will attach the file and take you back to Springbrook. ' Request for Proposal Response For the City of Kent,WA SPR I NGROOK KENT March 18 ,2005 ....... Page 127 _ '_ r' x ------------------ -Organization Into- - ------- ---Account Info- ----'- - ----- 1 Name resting Database Acct Label 1,ff.nd Format.— i � €, Address ' Acct Label 2 Dept Format I�"""-- Address Acct Label 3 Object Fdnnal F7 City Acct Label 4 ProlKey Formal 1;'"�""" State WA AectLabel5 Extra Format 1"^ Zip Code �i Acct Label 6 F Format r Phone 11 1 I; Acct Label 7�- Format Oig Logo C 1Spn -4ngbrookW6 00\customluntit ` ( Urnlorm chart of accounts— �� -- ' - -frscallnfa— — � Balance 000 2902 ODOD 00 Due To 000 1001 OWO 00 Year 2001 Due From 000 1001 OOOO 00 ( FisscacallFisc Penar} 07 Miscellaneous Info � -I DNumbers----- -� Org Number NEWCUST Company ID Preceding Digit I' Fed Tax' 956000804 Connect String I pf �PIISpnnabrookl pf Test State Tax Tax Lot Format }46;�M/�=>M Unemployment r � Tide Prefix,® Retirement I- Force balanced JE's "' Work Comp' " r- Subtotal reports on 31d level r' Use PM interface r✓ Budget all Rev and Exp accts r` Full Chart Budgeting " 17. Save the changes to the System Setup screen by exiting via the Save icon. You have completed customizing your reports by adding your organization's logo You will need to log out of Sprmgbrook before you will see the changes on your report Request for Proposal Response SPR-INGaRooK 40 For the City of Kent,WA # March 18'°,2005 KENT Page 128 rListing of Utility Billing Standard Reports UB-Collections GL Dist UB-Collections Proof ,y UB-Collections Turnover UB-Comments by Status j Cons by Meter Size (Alt+M) UB-Consumption by Meter Size Cons by Service (Alt+S) UB-Consumption by Service UB-CR UB Receipts Proof List Deposits by Date (Alt+D) UB-Credit Balance Report iCfi Deposit Interest (Alt+l) UB-Customer By Rate Code UB-Deposit Interest Report Outstanding Deposits (Alt+Q) UB-Final Account Statement UB-Labels by Zip Account Master List (Alt+A) UB-Liens Proof List ji A/R Totals by Cycle (Alt+R) UB-List Deposits by Date UB-List Outstanding Deposits Aging Report [Alt+GJ UB-Meter Change Proof List Comments by Status (Alt+C) UB-Meter Information Report Ljj Credit Bal by Cycle (Alt+B) UB-Meter Misread Report Detailed Meter Info (Alt+D) UB-Meter Reading Proof List t Labels by Zip Code (Alt+Z) UB-Meter Sheets Trend Monitoring {Alt+T) UB-Past Due Modifications UB-Past Due Report Trial Balance by Date (Alt+LJ UB-Past Due Statement-4 g Custom Reports (Alt+E) UB-Purge Account History QBE Report (Alt+Q) UB-Purge Meter History ' UB-Refund Checks UB-Refunds Check Proof UB-Account Comments UB-Refunds GL Dist UB-Account History List UB-Refunds Proof List UB-Account Master List UB-Sery Req Door Hangers UB-Adjustment by Date UB-Service Report 1 UB-Adjustments by Cycle UB-Service Request Form UB-Aging Report UB-Shut Off List UB-AR Totals by Cycle UB-Sry Req Rpt by Req Date UB-Billing GL Distribution UB-Statement of Account UB-Billing Register UB-Summary Bills UB-Billing Statement UB-Summary by Rate Code 1 UB-Budget Billing Register UB-Trend Monitoring Report UB-Budget Proof List UB-Trial Balance by Date UB-Cash GL Distribution UB-Trial Balance UB-Cash Rcpts by Tran Dt UB-Unbilled Report UB-Cash Receipts by Date UB-Unread Meter Report UB-Cash Receipts by Rate Code UB-Winter Avg Proof List UB-Cash Receipts Proof List (QB1 ) Qucn liG Iviniple reporting— UB-Charge Proof List unlimited custom query report Request for Proposal Response pp �����+""''""► For the City of Kent,WA SPRANG Qi�0OK KEIVT March18 ,2005 iT�4lRt 41111.1,". Page 129 O O C O ~ CJ A Acr a z C C a r C> W � ti O VUi ^ U p o r sO� rl R. O _ A Cam. W t � O 7 O ILI o0 i N O N 2 � � m A U U N O O N y i S � x z o -e o � - N o o b ^o o 0 0 � N N p A N cr na C O w C O J■ O N N �p O r o o 0 0 n o o S o o a o CD � W O R N A A �D iA W -d O1 ll� to W N O77 ztz z b b ul� O�Q N a D D a d 9 w g a o ¢ o. a 0 0 e N N N O O O tz o o N � w N b N ,J, A O N O N O � O OW O w0 CD O Ow O w C /^V•., R S �.r A N A �p A vNi O vWi tNn � �S rr..+ z z z w w r � 0 o 0 0 0 o A / C> ngne22 \ @CL( / \ \ � ( \ � ® � » © o } @ ° f { & cn 0 S� , \ \ / ( m \ j / * Ln 0 aq \ 0 \ } � � { / ( � 2 \ \ / $ k � 7 � _ _ _ = r ; � } \ { \ \ \ \ \ n = � 2 \ / / 22 22 . �. - o = _ _ _ = 0 = & \ ® � �p 5; \ / ? \ J2s B > \ } / / \ � n � \ � \ k � \ :j a & > | \ � . @ � � / ( � \ \ \ ( o = _ _ \ k \ \ \ \ \ \ \ \ 2 | _ � | _ _ _ \ 2 \ 7 / 2 & ; > � 7 � e » ; ° \ \ \ \ \ \ \ ) � aa l< � coo who w` o 5 o m po YCtlYo0l7a dC � (^� 14. n• n' o � � � o 0 0 0 0 0 m N Z3 (D (D N t9 fG Uj D M y d A o U r N N O OWO W ON1 W OJ Cl A'+ W O O O O O O O O � O O 00 O O O O O O O O O O O O O O C O O O O O O O O ~~ O p O O O O S O O t9 O O oO O O O O .� O O 8 O O O O O UtilityBilling g A/R Totals by Cycle PD User admen ',NG Printed 02/02/2004- 11 19 AM SO I X//r R{j ' Billing Cycle Total 1 5,048 18 2 29366 ' 3 1,375,489 77 ' 555 31207 Grand Total 1,381,14368 1 UB-A/R Totals by Cycle(02/02/2004- 11 19 AM) Page 1 Utility g Billin ' G/L Distribution Report ' User admen SN INGBKO Printed 02/02/2004- 1 1 14 AM / Batch 001-02-2004 t Account Number Debit Amount Credit Amount Description ' 401 Electric Fund ' 401-00-343-321-00 2417 24 17 Electric Sales ' 401 Total- 2417 24.17 403 Water Fund 403-00-343-421-00 10290 10290 Water Sales , 403 Total. 10290 10290 406 Surface Water Drainage 406-00-343-830-00 1500 1500 Storm Drainage Sales 406 Total 1500 1500 , Report Total 14207 14207 i UB-G/L Distribution Report(02/0212004- 11 14 AM) Page 1 1 W 00 00 J J '� ti r7 O O O O O y� 0 0 dQ 7 O O O O CD N N N ' v U O O A R O (D � R O N 'J ' N A ayy A a 9 Q y O 0 O Z C Ct Ef C R n tDi � o o ea, m C W ' 000o y oo y oog ?, o000o y o00 (� N N n O O n O O n O O O O O R O O O Q R O O �O co O O pO O O O O O � otn 0 oo 0 o00 -� oowow �-1 000 °o 0 0 0 0 w w w a y� 1rs�w� m A 0 0 00 0 0 0 0 0 0 0 0 0 0 0 0 0 0 00 0 000 0 0 0 0 000 l / o C s ' R ? Q, O O O O O O O O O � O O O O �] O O O O �• Y j F+:�'�'� a Y C O\ Q\ m b r rr 'y to w J O� N -• N O` O 'JO N T W In N V� to O� W V� N T 0 O O 00 O O O O oJ0 O O C O O R � n � C K A O Oa y A N � O 3 A N � O A O y a � z A w p p V ET rl o�� w d -pi j n � m � c oy � O O O O O w U A d n A � a n 0 = T i y. w n n o '„7 � a c as � y `p n n 3 N O N oAo oAo oAo J J ti O 9 g O p O �O •� C m 000 0. m H•`• �+N O �O Oo ti 7 C� O O R O p'Oq O O O o p A qy p N N Un 01 4i mw 4i W W rOi. N m Ut, ^ O O 00 QQ. p.r. A K �� 0 0 0 o x o o s A o (D R fD O y m r r N 7 P 7 O C N N O A C1 `• d o 0 O 7 741 A E O 0 0 0 0 � o � o ❑ o p, 1 rn m a O Oi O n ' O 0 0 O O �- O 0 0 O O O O O O U O O V� C to O U O O ' m O O O O O S m O O O O O O O O O O m 4 O O O O O n .n. ' O O O O O O O O O O =• O O O O O m ^ el 04 t m o c T ' O � t N O N O 6 O p m "S G 0 n m � 27 m d 7 � y < 0 0 0 0 0 0 OG n UQ C a ti VJ N O O O O O � O m O Z 3 e A Y d n a y T W � N Utility Billing Cash G/L Distribution Detail SPR-INGBF" SOHWARI User admtn Printed 02/02/2004- 3.29 PM �j Account Number Cust No Sery Code Description Debit Amount Credit Amount 001 00 1 l 1000 00 004801-000 0 NSF 2000 000 Cash 20 00 000 00100 341 900 00 004801-000 0 NSF 0 00 2000 Miscellaneous Revenue 000 2000 Fund 001 Total- 2000 2000 40100 Ill 000 00 004799-000 0 001 7930 000 401 00 Ill 000 00 004801-000 0 001 1790 000 Cash 9720 0 00 40100 343 321 00 004799-000 0 001 0 00 7930 401 00 343 321 00 004801-000 0 001 000 1790 Electric Sales 000 9720 Fund 401 Total 97 20 9720 403 00 Ill 000 00 004799-000 0 001 1570 000 403 00 Ill 000 00 004801-000 0 001 12 10 000 403 00 Ill 000 00 004802-000 0 002 5090 000 Cash 7870 000 403 00 343 421 00 004799-000 0 001 000 1570 403 00 343 421 00 004801-000 0 001 000 12 10 403 00 343 421 00 004802-000 0 002 0 00 5090 Water Sales 0 00 78 70 Fund 403 Total 7870 78 70 UB-Cash G/L D1stribuLlon Detail(02/02/2004- 3 29 PM) Page 1 Account Number Cust No Sery Code Description Debit Amount Credit Amount 406 00 111000 00 004799-000 0 001 5 00 000 Cash 500 000 406 00 343 830 00 004799-000 0 001 000 500 Storm Drainage Sales 000 100 Fund 406 Total 500 500 Report Total 20090 20090 UB-Cash G/L Distribution Detail(02/02/2004- 3 29 PM) Page 2 trJ A A 0 C =tl H 1 r1- � O O cr O w m w ti .y y O N N 0 b A O 0 O � A N N ON p O S S ? lD (G (C O n 7r X n 6 � n 0 r y W N r C O O J 0 0 0 CrJ O O O O O O O O -7 tl� SIII1� i O Oo O N O O O to O J O — 0 0 0 0 0 0 0 o n "t O to 0 0 0 0 0 In •'7• � "S 0 0 ate. o 0 0 0 0 0 0 CD o o 0 0 0 0 0 0 0 3 c C. § , . , , , 2 c A j y 41- % \ \ = o = ® k , » 0 » = o 0 o Q ° » ; tID \ \ � y $ = sre � eye = e ® _ 2 ^ § 8 § 6 $ § [ § k \ / ° = § [ § E § _ � i 2aag2 ) 2 # ° C � @ / } \ ¥ \ a 2 > 2e cr _ _ = f � . m o = = \ \ _ _ _ _ _ _ _ _ _ _ . R @ � $ = = = = a = = = = = q , onr) % k = = = = = _ _ { ) $ � k � < 72 @ / @s9 @@ CD CD ; g @ Utility Billing Comments by Status User admen SPf ING Printed 02/02/2004- 2 47 PM Comment Status Promise SOFFWAR I Date Close Date Cust No Comment 02/02/2004 004799-000 Customer Promises to Pay Outstanding Balance by 2/14/04 Bobby Jean-2/05/04 Records printed 1 UB-Comments by Status(02/02/2004- 2 47 PM) Page 1 Utility Billing Consumption by Service R User admen P+ ,IN�BF,,,4 Printed 02/02/2004- 11 24 AM [ Reading Period 02 SOFIj A R[ Reading Year 2004 Conversion Type No Conversion Code Description No of Meters Consumption Summary for Service Electnc 001 ELEC/RES/SCHOOL/CHURCHS/APTS 4 33 Service Total 4 33 Summary for Service Water 001 3/4"OR LESS IN-TOWN WATER 4 33 002 1"IN TOWN WATER 1 8,813 Service Total. 5 8,846 Limary for Service Storm N/A 3 22 Service Total 3 22 Report Total 12 8,901 UB-Consumption by Service(02/02/2004- 11 24 AM) Page I Utility Billing Credit Balance Report User 'admen' ING s Printed 02/02/2004- 3 33 PM ORW R F Customer Information Service Consumption Beg Balance Balance Fwd Status Billing Cycle 555 004799-000 Inspector Clouseau 135 N Apple Lane Reference. Active 'Elec 001 0 000 -73 13 Pen Strm 0 000 000 Pen W 0 000 000 Misc 0 000 000 Total Balance Forward -73 13 004801 -000 Barney Fife 155 N Orange Avenue Reference Delete 'Elec 001 0 000 -1190 Wtr 001 0 000 000 Pen E 0 000 000 Misc 0 000 000 Pen W 0 000 000 Total Balance Forward -11 90 Grand Total -85 03 No of Accounts: 2 Finaled Accounts 0 Deleted Accounts I Service No of Accounts 'Elec 2 Sttr 1 Strm 0 Garb 0 Pen E 1 Misc 2 Pen W 2 Pen Strm l UB-Credit Balance Report(02/02/2004- 3 33 PM) Page l Utility Billing Credit Balance Report 0,' ,f User admen' SK INGBK" : Printed 02/02,12004- 3 33 PM f"` F-]WAKE AK E Customer Information Service Consumption Beg Balance Balance Fwd Status Billing Cycle 555 004799-000 Inspector Clouseau 135 N Apple Lane Reference Active 'Elec 001 0 000 -73 13 Pen Strm 0 000 000 Pen W 0 000 000 Misc 0 000 000 Total Balance Forward -73 13 004801 -000 Barney Fife 155 N Orange Avenue Reference Delete 'Elec 001 0 000 -1190 Wtr 001 0 000 000 Pen E 0 000 000 Misc 0 000 000 Pen W 0 000 000 Total Balance Forward -11 90 Grand Total -85 03 No of Accounts 2 Finaled Accounts 0 Deleted Accounts 1 Service No of Accounts 'Elec 2 Wtr 1 Strm 0 Garb 0 Pen E 1 Misc 2 Pen W 2 Pen Strm 1 UB-Credit Balance Report(02/02/2004- 3 33 PM) Page I � ) ff / ƒ 2 $ ■ = U � c / } \ ar tz) Cl z ) ` ) � � � f $ f \ eee \ e � � \ � 2 � f 7 ? * 2 mw72 $ ƒ 21 ~ ƒ � ~ /�. Pi CL 00 \ ( k z � @ � @ § ( � \ @ } � � z @ \ \ \ � z 12 z � co � \ � c � ^ ki ` @� n \ , @ @ / c = \ a $ / � \ \ / / \ � g } } } } } g $ � z } \ } } \ } 000 > > } \ \ > / � � � } � ) \ ) � � ( \ � \ \ \ \ \ \ ƒ ( { / / \ / � - / � k # / ° \ \ \ \ \ ) E ) 2 \ Qp@ Q \ o wo E > = w § � ) ) ) } } � \ \ ON / \ \ � C ° @ \ @ Omm § � { � / \ � � � @ n 0 n 0 0 k � ( k ) � ) $ { � } � _ � Utility Billing 1 Past Due Modifications User admen' SPR.NGB1,(b1 i Date 02/02/2004- 1 42 PM �"1 �(�(fh K Special Codes Displayed P S,P W Cust No Special Code Description Past Due Amount Acct Balance Additional Charge Acct Balance Fwd Print 004798-000 James Bond P S Penalty Storm 500 500 005 505 Yes P W Penalty Water 12 10 12 10 012 1222 Yes 004799-000 Inspector Clouseau P S Penalty Storm 500 500 005 505 Yes P W Penalty Water 1570 1570 016 1586 Yes 004800-000 James Kirk P S Penalty Storm 500 500 005 505 Y"s P W Penalty Water 12 10 162 10 162 16372 Yes 004801 -000 Barney Fife P W Penalty Water 1210 12 10 012 12.22 Yes 004802-000 Buck Rogers P W Penalty Water 5090 5090 051 5141 Yes Special Code Past Due Amount Acct Balance Additional Charge Acct Balance Fwd PS 1500 1500 015 1515 P W 10290 25290 253 25543 i UB-Past Due Modifications Report(02/02/2004- 1 42 PM) Page l A ? A A A n 0 7 w b (::� I CD to Oil A pi � psi O ACi O � m O A 'U d O A A O J O N N In In V. N to J O — O R O O O O O O O O O C. K d C m in R O O 7 A R W J O N N �n cn to N Vi y W C�O a O O O O O O O O O O yy O O O O O O O O O O / � O O O 0 0 O O O O � y 1� O O O O O O O O O O y O O O C O 0 0 0 0 •`�' d no O O G O O O O O O O O O O O O O O n I Utility Billing Service Report User admm SPf INCB K Printed 02/02/2004- 1 48 PM S-0 l t /llIl:_ Service Name Rate Code Rate Description Rate Type Minimum Size Taxable WaterWTR 001 US Residential Consumption Rate 15.94 1 yes Level Rate 1. 0 1 19000000 002 I/S YC'Multi-Residentia Consumption Rate 27 18 1 yes Level Rate 1 0 1 19000000 003 I/S 1"Multi Residential Consumption Rate 4616 1 yes Level Rate 1. 0 1 19000000 004 I/S 1 1/2"Multi-Resident Consumption Rate 9024 1 yes Level Rate 1 0 1 19000000 005 I/S 2"Multi-Residential Consumption Rate 14442 1 yes Level Rate 1. 0 1 19000000 006 I/S 3"Multi-Residential Consumption Rate 271.44 1 yes Level Rate l 0 1 19000000 1 007 I/S 4"Multi-Residential Consumption Rate 451.42 l yes Level Rate ' 1. 0 119000000 008 US Commercial/Schools Consumption Rate 19.14 1 yes Level Rate 1 0 1 19000000 009 US I"Commercial/Schools Consumption Rate 31.88 1 yes 1� Level Rate 1 0 119000000 010 US 1 1/2"Coml/Schools Consumption Rate 63 76 1 yes Level Rate 1 0 119000000 UB-Service Report(02/02/2004- 1 48 PM) Page I Service Name Rate Code Rate Description Rate Type Minimum Size Taxable Oil I/S 2"Commercial/Schools Consumption Rate 9980 l yes Level Rate l 0 119000000 012 I/S 3"Commencal/Schools Consumption Rate 19128 1 yes Level Rate 1 0 119000000 013 I/S 4"Commercial/Schools Consumption Rate 31878 1 yes Level Rate 1 0 119000000 014 I/S 24"Commercial/Schoo Consumption Rate 90284 l yes Level Rate 1 0 119000000 015 I/S 1-2", 1-3/4"No Base Consumption Rate 000 1 yes Level Rate 1 0 113000000 801 I/S RES GOVMT Consumption Rate 1594 1 yes Level Rate 1 0 1 19000000 805 O/S 2"GOVMT MULTI-[Consumption Rate 40714 1 yes Level Rate 1 0 1 78000000 808 I/S 3/4"COML GOVMT Consumption Rate 1914 1 no I Level Rate 1 0 119000000 809 I/S l"GOVMT Consumption Rate 3188 1 yes Level Rate l 0 1 19000000 810 I/S 1 1/2"GOVMT Consumption Rate 6376 1 yes ' Level Rate 1 0 119000000 811 I/S 2"GOVMT Consumption Rate 9980 l yes Level Rate l 0 119000000 812 I/S 3"GOVMT Consumption Rate 191 27 1 yes Level Rate l 0 119000000 UB-Service Report(02/02/2004- 1 48 PM) Page 2 Service Name Rate Code Rate Description Rate Type Minimum Size Taxable 901 O/S Residential Consumption Rate 2391 1 yes Level Rate 1 0 178000000 901 G O/S RESIDENTIAL-GAIff"blimption Rate 2391 100 yes Level Rate 1 0 0.01780000 902 O/S 3/4"Multi-Res Consumption Rate 40.78 1 yes Level Rate 1 0 178000000 903 O/S 1"Multi-Res Consumption Rate 6924 I yes Level Rate 1 0 1 78000000 904 O/S 1 1/2"Multi-Resident Consumption Rate 13536 1 yes Level Rate l 0 178000000 905 O/S 2"Multi-Residential Consumption Rate 21663 1 yes Level Rate 1 0 1 78000000 906 O/S 3"Multi-Residential Consumption Rate 40716 1 yes Level Rate 1 0 1 78000000 i907 O/S 4"Multi-Residential Consumption Rate 677 13 1 yes Level Rate 1 0 1 78000000 908 O/S Commercial)Schools Consumption Rate 2871 1 yes Level Rate 1 0 1 78000000 909 O/S 1"Commercial/SchoolsConsumption Rate 4782 1 yes Level Rate 1 0 1 79000000 910 OIS 11/2"Coml/Schools Consumption Rate 95.64 1 yes Level Rate 1 0 178000000 911 O/S 2"Coml/Sch Consumption Rate 14970 1 yes Level Rate 1 0 178000000 I UB-Ser-�tce Report(02/02/2004- 1 48 PM) Page 3 Service Name Rate Code Rate Description Rate Type Minimum Size Taxable 912 O/S 3"Coml/Sch Consumption Rate 28692 1 yes Level Rate 1 0 178000000 913 O/S 4"Coml/Sch Consumption Rate 478 18 1 yes Level Rate 1 0 178000000 914 O/S 2-4"MULTI-RES Consumption Rate 1,35425 1 yes Level Rate 1 0 178000000 915 O/S 1-2", 1-3/4"No Base Consumption Rate 000 1 yes L vel Rate 1 0 1 78000000 I UB-Service Report(02/02/2004- 1 48 PM) Page 4 'City of Springbrook' Utility Billing Printed 02/02/2004 14 53 User. 'admen' Service Request Form Request Number- 000001-02-2004 Last Updated By: admin Customer Number 004799-000 On- 02/02/2004 Account Status: Active Name. Inspector Clouseau Home phone: (503) 095-0323 Billing Address: 135 N Apple Lane Business phone. ( ) - Portland, OR. 97201- Sry Address: 135 N Apple Lane Request Date: 02/02/2004 Request Description Reread Water-There seems to be a problem with the Customer's pheaun and the dewg does bite. Service Date- 02/04/2004 Rte&Seq Sri# Register ID MXU ID Mfg Mtr Size Reading Rdng Dt Cons Existing Meter 55-000020 9494513 811231 Trident 3/4 18 01/03/2004 3 Location:Cellar New Meter Comments: Follow up needed? yes no Serviced By Date: Billable: no � w A w N ,.- � a w r-•+ o 0 C lij 0 o z o g CD g 7J ppO O O ppN O C o `O O �o O p�p C A Vti tz K ,L G (C ti O CD CD O O O O y C O � W CD N A ro �o z B ;o rf] �o n n d d zo a � � b zp n y O O A n A m W A S n A N A R O n N .-• O ? O r. .. v' .n• C� w N N N n w in cn A O O � n y raw O S O 2 w � E3 X ti r y El w N N 7 0. W 7 7Q ►► UtilityBilling g Summary by Rate Code _ . User* admm SPR,,N(Printed n BillingCyclle� 1107AM 555 SO[ 'I �( ���' Code Description No of Accounts Total billing Consumption Summary for Service.Electric 001 -ELEC/RES/SCHOOL/CHURCHS/APTS 4 2417 3 Electric Totals 4 2417 3 Summary for Service Water 001 -3/4"OR LESS TN-TOWN WATER 4 5200 3 002 - I"1N TOWN WATER 1 5090 5 Water Totals. 5 10290 8 Summary for Service Storm 001 -STORM WATER RES,REGULAR 3 15.00 0 Storm Totals- 3 1500 0 Grand Totals 12 14207 11 i T UB-Summary by Rate Code(02/02/04- 11 07 AM) Page I o $ 0 x 4 c at A Cif O O O O O 0 0 0 O Co O CA o0 ooro -d -oo � o00ro 0 - � b0o m to cn 7 W •J N z z z z b b m m m m c c W m 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 � 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 o 0 0 0 0 0 0 o m y N O, O O O O, 0 0 0 O, to Vi O O O O O O � o O o 0 0 0 0 O O O -- J o 0 O o 0 0 0 0 .T O O O O O O O O O O O O J O O O O O O O O O O y N N N N A C7 A n d O O C 0 0 0 0 0 0 0 O' 0 0 0 0 0 0 0 6 0 0 0 0 0 0 0 � O O O O O O O -Oi O O O O O O O -me O O O O O Cl O O O O O O O O O O O O O O O O O O O O O O O O 'y N � N J O O O O O O O o 0 0 cn o O O O O O Cl O O O O O O O O O O "OJ $ CD 0 0 $ 0 0 0 0 0 $ 0 0 y 7 0 0 0 Q, 0 0 0 �.J+ 0 0 0 01 O O O O 0 �o 0 0 0 0 0 0 0 0 0 0 0 0 O O O O O O - O O O O O O O O O O O 0 O O O O O o O O O O y o d > > > > > D > a a a a > > > > > > > > a a 'C rn m m m m m rn <o co to co to to m m m m m m m co co co O w WO o � W y N O tz i p' O � � O � m � 3 R N W B Q N OQ O N_ N N O O w n � rn C] rororow n � rn v o ro ro A ro ❑ A m $ N w a z 0 7 W z o �^ � ro a o � w in to A O w to A m O O O O O O O O O O O O Co O O O o O o O O O O 0 O O O O O 0 t�C d � z 7 O Cd � aa a p C A N to m 0 0 0 0 0 In N A O O O O O O b 7 O O o 0 Cl O O J O O O S S S G N N m _G O O O O O CD O pO O O O O S O O O O to S S O O O O O S S O O O O O 0 ¢ 3 T O O O O O O In 00 J O O O CD O O � O O O O O O O J N O O �D O O O "S O O O O O O O O O O O Cl O CDO G m O O O O O O A w O O O O O CD9 J 0 0 0 0 0 0 0 w O O O S O O LL 1 aaa ood T ro rn m a C N C7 CD o 0 o O CD rn o 0 0 0 3 p- N N RL _ n A r (7 n o � � o o -T, ^' � ny o0 00 0 � v' � by 0 0 � ✓' � Cn O c � co z O vN ° z z r z o A USG z < b C � � a b 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 o w w w o 0 0 0 0 0eD 0 � e as 0 Cl 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 o 0 0 w 0 0 0 o 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 m a � a 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 O O C O O C O O O C O O O O O O Cl O O O O O C O O o b O O = O O O O O O O O O O O O O O O Cl O O O C O O O p. .9 3 y .J 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 .9 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6 I O yam( 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 '- 0 0 0 0 0 C o 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ° 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 'm O O O N c O O O O N 0 0 0 0 a1 C O O O N C1 O 0 0 Cl 0 0 0 0 0 0 O O O O O 0 — O O O Cl O -- O C O O O O O O O O O O O O O O O O O C O O O O O O = �J n . . . . . . . . . . . ro � w m ao '. r � ■ � o n A = m L� rr G y = C H w ro � � oc 'r o � N O � o z N Q O A R n O G rri ao CD W to to A O w In A I O O O O a a 0 C O O O y p O O O O , ro � 3 0 e H O O O O O w 00 w 7 O 0 0 0 'S Q N � U O O O O C ClO O n a a O O O O O V� ON A N O O O � O O O O O O O O O O J J O O O W m ot w ep ro � Oq 0i N 0000o n ppbyro [ y A A A A A V1 O O O O O 7 ,!J O 7 � O O O O O N N y A A �• b7 n W wW •- w o m d A o c 9 0 0 N O N N O O A a 0 0 0 0 0 0 o O o 0 0 0 0 0 0 0 0 0 o O O O O O O aS000 0 O O O O O O b 0 oSoSS � v V 0 0 0 0 0 o q. -e N O 00 W 01 W d m 3 N O Do w ONi w _ r to ro R S1l ^^P y .+. N n _ ^J N O N A A G O b V o w N A U U zz a a y co ^. N o a � m y ti f Lh LA m CD CD foo i 00 C `ems m zz a a m TMW, z o o =Y m A A A ( • • • Springbrook's Utility Billing module, one of the cornerstones of the Springbrook suite of applications, automates a variety of tasks The power of this Springbrook system will provide you with a customer service driven solution that will allow you to manage your water, sewer, electric and garbage collection utility Information with ease. i �B :. "4 t tfF A# F 4r Sery Requests I Containers Comment}Bill I Winter Avg ) Audi Trail I Electric Meters I Other Devices Balance I History I Customer I Lot I Meters I Account ] Service Rates Service Information - -- - ---- -- Service Name Beg Balance Adl This Prd Pay This Pwl Bill This Pr Balance Fwd Current Bill Endmg Balance Bdg Bdg Bal , SEWER 411 00 00 00 411 _00 411 REFUSE 00 00 00 00 00 00 00 SERVICE FEE 445 00 00 00 445 00 445 MISC 30 00 00 00 30 00 30 PENALTY_ 10 00 00 00 10 ELECTRIC 00 00 00 00 00 ua111 , . , rtt GAS 00 00 00 00 00 � STORM 00 00 00 00 00 p' K#) STREET LIGHTS 00 00 00 00 00 -- �� Alert Date Expiration Date Status or Code Type S =` Financial Totals — - --- - — - — — - BegBal IZD5�8"i'1, 'i Adjust/Prd -600^;;,;;;; ;;;' Bill/Prd 0'©O,i, Payments/Prd Bat Fwd P�B '! Current Billing `91k23 ", End Bal 116191, m Service Rate Codes - Past Due Information Cent Status Desaiptiom Cash Only ' � SrvNameCode Description Code Num Description ® a _ _ Comment Cash Only SEWER SS SINGLE SERVICE Ho REFUSE 30 GARBAGE INSIDE CITY SERVICE 37 SERVICE FEE Wol ail ELECT^"" GAS • Supports billing of residential,commercial and industrial,cist STDI • Processes single or multiple active billing cycles/routes at a time: STRI • Accommodates consumption billing,TOU(Time of Use),flat rate'66f igg,b000,oxt w, blifing Le. sewer billings that are based on water consumption),miseellaneouyl g lt�i...... • Allows billing of tiered rates • Works with user-defined, tax-ready rates • Gracefulh handles rate changes,including prorating for chap s t"€lt�n a,Fs-ii6no • Provides support for budget billing and seasonal billing _ • .Mons easy addition of services and rates as needed to respond to cu<tomerla,. . . , r • Supports billing of charges based on average consumption over a�user-specJQcd e d(v"I averaging) • Supports real time data entry-(cycles can be billed while cash receipts are ettteired p Request for Proposal Response SI'RING6ROOK For the City of Kent,WA K E N T March 18'",2005 Page 130 I Query by Example (013E) Query by Example (QBE) is a query and reporting tool that allows you to create reports and queries from specific tables In your Springbrook data with custom parameters These reports can be created for one-time use or saved for multiple-time use. 0 utility Billing QuerypyExampte Report ---3 ® Report Name X tGiJ -Primary Table — - - -- - -- — Available Fields Sort Fields -- - Account M aster ] Max Records 500 ♦ ♦ [.", :..UB Account No UBMasterID i'— °}UB Account No '0 r' -`Reference No X Comparison logic Each Account Master Where r Lot No to UB Master Mrsc_? ="Commerical" AND UB_Master Accl_S talus Class _"D -Report Fields Delete" Misc 2 -^;Misc 3 <' UB Account No . Misc 4 .f Class Misc 5 Y(Acct Status !y Misc 6 Balance Fwd X M isc 7 Secondary Table - - Lf Misc 8 _ Misc 9 Fnanaal Subtotal Secondary Totals i0 Deposit Date - I;?Deposit Amt -A?Deposit Receipt Report Total Fields hfl Ill Refund Date Balance Fwd X i UB AccountNN Narrre/Servrce Number /Balerrce Fwd /Oa TFes Penrod /A TMs Pdrad /FiM Tfsr Perrod /CrureM Biprr��* HOLDEN ANDREWJ 1 1 06 000 0 00 000 000 2 4000 000 000 000 BBB 4 000 000 000 000 000 5 000 000 000 000 000 6 Goo 000 000 000 000 7 Goo 000 000 COO 000 3094 0.00 000 009 000 1,,;';; 4: 000002000 HENKE CHARLES ' 1 -030 000 000 000 000 '"' 2 4000 000 000 000 000s, 4 000 000 000 000 000 5 000 000 000 000 000 'P 6 coo coo 000 000 000 z 7 000 000 000 000 coo '4 3970 Q 00 000 000 000 000004 000 GREENBERG WILLIAM 1 coo 000 000 000 Goo 2 4000 0.00 900 000 000 4 000 000 000 000 000 " 5 000 000 000 000 000 y✓ 6 0 00 Boo 000 000 0 00 +*' 7 coo 000 000 000 000 4000 000 000 000 Ono 000006000 MESHFRANK 1 000 000 000 000 000 2 4000 000 000 000 000 ` 4 000 000 OW 000 000 5 000 000 000 000 000 6 000 000 000 000 000 7 coo 000 000 000 000 4000 000 000 000 0 00 Request for Proposal Response SPR[NGBiwoK For the City of Kent,WA March 181",2005 KENT Page 131 1,71" Suite - e SBGeoView is the flagship application to put the Springbrook and GIS data in the hands of the entire enterprise This toolset was specifically designed to leverage the power of GIS and more importantly, give spatial representation of the entire Springbrook database. File Help _won, X ®' ti i le [Q+'Q 0 R W R i= G� ki' �• tj Legend Tools Options �� • • • • • Customers LJJ • • • • w / Streets - — lit Street Name I! 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Page 133 �`P v :, , bra ire '�,��s The Springbrook Messaging System is a complete client/server messaging system designed to address the enterprise business communication within the Springbrook environment On-line Requisitions, Workflow and Remote time entry all use the Springbrook Messaging System ss r r Display - -- — - —(,View Received Messages ❑Show Deleted Messages Gi View Sent Message To User Send DateJime Subject 7Message Here's an example of the SMS Details _ Send To Coled,ana,ania Subject Follow-up Example of SMS Send Date / ! Send Time. Message ;Please tell the world about this ;[Original Message-06/13/2003 9 39 23 AM] Here's an example of the SMS x I A I. Proposal Request for City of Kent, SPRANGBR-00 For the City of Kent,WA K March 181h,2005 �`i 1�Y�♦ l KENT Page 134 VAInrMlow Management Springbrook's Workflow Management is a application tool that is Integrated with the entire suite of Springbrook applications This full feature application tool provides you with the ability to develop, manage and monitor all your business processes by allowing you to eliminate paper-based work Workflow Management is the key to improving organizational effectiveness and internal business processes 0 Work With WorkFtows Detail Sub System Shp Accounts Payable Description Invoice Entry I J Invoice Commit Process Invoices w i Next Work Flow Invoice Commit i i-Members - - "� i Skatus 'Achve Enter Invoices -- - - - -- i Proof List GIL Distribution " - - a' P/M Distribution Approval - Commit User Name Dept mawW i+t 3 l 3 x � r • Improved efficiency-automation of many business processes results in the elimination of many unnecessary steps i • Better process control-improved management of business processes r achieved through standardizing working methods and the availability of a `w audit trails • Improved customer service-consistency in the processes leads to greater predictability in levels of response to customers • Flexibility -software control over processes enables their re-design in line with changing business needs • Business process improvement-focus on business processes leads to their streamlining and simplification P Request for Proposal Response SPR[NGBROOK For the City of Kent,WA March 18",2005 KENT Page135 T P f1 Tp 1(1 C� A o � � , u G N O y$ NO�s O � F m i 3 v _ Gf �o 0 a T_ y V a W IO) IY V Y V N 4 O jp a � a �m A T Y_ W O W p yO �q 6 Y d O A P Y 9 F � O P a 8 T� Y Y N N VW IW IO N a u a F K a _T b P Y V I O b fa' O •CP d^ N m� n o' a " V V Y P P W W P W P W Y V a �a N Y n 1/3 V IP IP P $ ga a � b 7 f 6$ Ra o Y a � d � P N O P b W P d$ �d o n a T 3 Y N O A N Y IV Y!1 n u A a SPR.1NGP,1t--* ,-; - 1�5K WAR l City of Kent, Washington Utility Billing Business Process Review (BPR) Findings August 15-16, 2005 Participants: City of Kent(COK)employees Levin Conway, Michael Lane,Becky McCommack, Tammy McQueeney,Thomas Vetsch and Susan Whitehouse Springbrook employees,Germa Dahl and Lee Lawson Time Frame The desired timeframe is completion of implementation in a six month time period,with a"no later than" deadline of July 2006 Based on the findings during this Business Process Study,the implementation will take no less than six months with an expected timeframe of 6-8 months This information is based on the time of year the implementation will take place as well as the amount of time it will take to thoroughly test the interfaces and staff training of everyday procedures Migration Services will develop a comprehensive Project Plan detailing tasks, deliverables,staff and timeframe associated with your implementation Current Software COK is currently using a product from Datanow for Utility Billing operations This software has been in use for the past 15 years One staff member is still on from that implementation and will be assisting in this one as well Features that COK finds especially helpful with the current software application are:Customer Service and dedicated vendor support personnel They also appreciate the Transfer Balance feature(more on this later) Reports are highly customized, relevant,and are all in the system,easily accessed and used According to one UB analyst,"Everything else is just wonderful" Data Conversion Spnngbrook Software will be converting master data information as well as 2 years of financial history Data extraction for Conversion will take place as an in-house operation This data is currently stored on an HP3000 mini computer COK will use Datax reporting utility to extract data as DBF files to prevent data export errors that have been noted with ASCII file exports Becky McCommack has extracted a sampling of the data and provided this information on CD George Young, Springbrook Software's conversion programmer has rev iewed the data and with the exception of two files,was able to interpret the data Springbrook Software would like new files in order to evaluate the information provided and determine ifadditional programming hours will be required to provide additional information COK may find useful during and post implementation Springbrook has requested that future data pulls utilize the exact format provided to ease the amount of programming hours after each subsequent 720 SW Washington Street, Suite 330,Portland,OR 97205 Ph- (503)973-7750 Fax (503)973-7760 data extraction However,due to the errors noted,COK will need to use a DBASE DBF file format to extract the data to avoid those errors and also to facilitate data cleanup by Kent if such cleanup is required. COK has reviewed the standard list of converted data fields,has attempted to create a data mapping and has already discovered that some enhancements will be needed to the data conversion process For example, some rate codes are used solely for classification purposes Such items may be combined to minimize the number of codes in the Sprmgbrook system,especially if other methods of customer classification are available in the new system Similarly,Connection and Application dates will need converted to Account Misc I l and 12 because these dates are not normally stored in Sprmgbrook Multiple people related to an existing account may need to be converted as additional Bill-To contacts COK meter reading information may not be consistent in terms of the number of zeros stored with each reading Sery ice address information is stored in a manner that is strictly incorrect by postal standards and will require update and/or correction via CASS certification or other means. A meeting with Sprmgbrook staff has been requested to review the systems side-by-side to see if we can discover other customizations that will be required The frill scope of data conversion customizations will not be known until after a thorough review of the initial data conversion results Computer Hardware COK's standard hardware platform includes Hewlett Packard rack mounted servers,HP/Compaq workstations The City network is Cisco-based,with 1 Gb/sec nominal backbone and a minimum of 100 Mb/sec nominal data transfer to all desktop computers COK has reviewed Sprmgbrook's hardware requirements COK will work with Sprmgbrook to specify the actual hardware for this project that is compatible with Sprmgbrook performance specifications and COK infrastructure requirements New COK servers are Windows 2003-based COK workstations are configured with Windows XP SP2 All computers upgraded as quickly as security patches are released by Microsoft To minimize maintenance costs,for all new applications,COK uses either a lightweight web client or Citrix delivery COK intends to use Citrix application delivery for this project Most City printers are networked HP Laserjet printers with HP4000 series the most prevalent Line printers 1 are not in use throughout the city COK Printers are typically configured to print to Windows Standard TCP/IP ports. COK Backups are currently handled via tape on HP3000 All Windows-based servers are backed up using an enterprise tape backup system Due to storage constraints,the city is transitioning to a new backup system that provides greater tape capacity as well as on-line disk storage of recent backups This transition is expected to occur during the UB system implementation timeframe Thus,all UB-related servers will be backed up to tape using the enterprise backup solution employed by COK Sprmgbrook offers a number of connection options to provide support COK routinely uses all of the options supported by Sprmgbrook To minimize costs, Sprmgbrook will primarily use a GotoMyPC web- based session to work with COK Users If additional access is required,Sprmgbrook will connect to the COK network using a Cisco Virtual Private Network connection and use a W indows Terminal Services session to connect COK servers COK uses SECUREID cards to generate random passwords to control vendor access When connecting to COK servers, Sprmgbrook personnel will need to contact and first obtain the current SecurelD password from COK personnel S['titM1 I)'r,,S,[ "?1 A i?I y , Pending Spnngbrook approval,COK expects to use the following computer hardware to support this project Springbrook Database Server HP/Compaq DL-380 Rack Mounted Server Dual 3 4 GHz Xeon Processors,2 GB RAM,300GB of disk space, 1 Gb Ethernet connection Windows 2003 Server/SQLServer 2000 Dedicated to Springbrook Application 1 Springbrook Application,Web, and Citrix Servers (3 total) HP/Compaq DL-360 l U Rack Mounted Server Dual 3 4 GHz Xeon Processors,2 GB RAM,Mirrored 72 GB Disk(36 GB for Citrix Server), 1 Gb Ethernet connection Windows 2003 Server Client Workstations 1 Desktop Computer with a minimum 1 GHz processor, 512 MB RAM,20 GB Hard Drive 100 MHz Ethernet connection Windows XP Professional COK is aware that a change in software,or a change to an upgraded version of software,may require upgraded computer equipment Meter Readings COK utilizes a Radix version 4 051 meter reading interface to communicate between the billing system and the meter reading system Meter reading methods are by estimation,manual and touch read The units of measure are based on Gallons and Cubic feet Gallons are converted to cubic feet,by COK's current UB application,for billing purposes Meters are read on a variety of cycles Commercial accounts are read every 30 days(monthly)or every 60 days(bimonthly)depending on typical usage level As a general rule, large industrial customers on the Valley Floor are read every thirty(30)days while smaller East and West Hill Commercial customers are read every 60 days For those commercial accounts that are read every sixty days,usage minimums are billed during the months that the meters are not read Residential accounts are,for the most part,read every 60 days An estimated 20 exceptions to this rule involve residences that are located in industrial areas and are read every thirty (30)days to keep routes simple Please see the attached"Draft Bill Schedule"document for additional information Estimation- Readings are primarily estimated due to inclement weather Some meters may be unreadable for various other reasons and will be estimated Entire routes may be estimated in the event that entire routes become unreadable Discussion was made on method of estimation On an individual basis estimation based on same period last year is adequate Estimation of routes utilizes another formula COK takes the average of the last 6 billings then they are able to assign a percentage of that average for winter average i This percentage is selected by the user during the estimation process for routes Import During the import process, COK would like the ability to create service requests based on a user defined listing of trouble codes found within the Radix application For selected trouble codes,a service request should be automatically generated In certain cases,some of those service requests will result in a form letter that is sent to a customer or property owner Other trouble codes would not require a service request as it may only be for information purposes only and would not require follow up utilizing service requests Please see the attached"Meter Reading Codes"document for additional information Customer enhanced estimation method using user defined percentages on billed amounts I P,4 wcm_,L jt}of K nl V,»hrogtoa 200i [1>, COK also desires the ability to store technician comments on the account These are specific to the reading for that line item and perhaps could be stored in the description field for the meter history row 2 COK IT believes that any automatic actions based on meter trouble codes need to be user adjustable If we set something up during startup and then never take any action for a specific trouble code,the service requests will pile up and create dissatisfaction Instead,if system administrators/super users can select or deselect a trouble code for designated action,then the system will easily,readily, closely match customer needs Other Readings COK does receive some meter readings from surrounding districts These reads arrive by ' telephone and fax and will be entered manually through the meter input window as a standard process Entry using this method is by Route number Variance COK uses a custom formulation for issuing a variance. Sprmgbrook Software associates explained the method of variance as being based on any individual read based on the same period of the previous year COK personnel question the logic that would be used in cases where a person had not held an account at a specific location for the period used in the variance algorithm Usage varies greatly between accounts at the same location For an account that involves a single person that sells a home to a family of eight,the water usage is significantly different before and after the sale In such cases,where the current account does not have sufficient history at the location of interest, would the system use a secondary algorithm? Or would the algorithm simply default to prior usage? COK would like more information for this process Reporting COK would like an audit report of the trouble codes processed via the import of the Radix meter reads 3 Please see the attached"Meter Audit Reports"document for additional information Other considerations There was discussion regarding an extra zero in the data format. It will be important to note this information during the conversion process It would be helpful to store the correct amount of digits in the meter history for meter reading and billing purposes After additional discussion,COK's strong desire is to store the correct number zeros needed to perform calculations while maintaining a consistent display within the application and on customer bills to facilitate accurate discussions with customers In some cases customers are billed for sewer based solely on water meter readings. In other special cases, such as Car Washes or Commercial Soup Kitchens, sewer is also metered For those customers,sewer is billed directly based on the sewer meter reading COK customers use a variety of meter combinations that include deduct meters,compound meters,and sewer-only meters COK Public Works has indicated an interest in transferring equipment inventory information to Hansen This would likely require an ODBC connection and custom views to provide inventory information COK Public works would use this information to periodically,automatically update Hansen inventory Backflow (if applicable) Public Works tracks Backtlow via the Hansen application and would like to use device history stored in Sprmgbrook to drive the inventory stored in Hansen According to staff,this will"prevent inventory divergence and eliminate double data entry" COK may migrate to Device Maintenance post"go live" 2 Customer enhanced Meter Reading interface for Radix application including Service Request Creation and Technician Notes 3 Custom Trouble Code Audit Report from UB application Ri'i:(\, 1,k0 ,C���! i:,ii t IFS i lain ( ii.e,Krat W 1,11 t,. }n Page i Based on knowledge of the system,COK will require a read only connection to the Sprmgbrook Software database to access pertinent information Use of ODBC combined with custom database views should allow a sufficient connection to allow this. Containers 1 Not applicable COK does not provide solid waste services. Billing Rates COK bills services for Water,Sewer,Stormwater and other miscellaneous services Bill frequency varies based on account type Certain Commercial customers and a very small number of residential customers have meter reads every 30 days (monthly)and are billed monthly on that basis Other commercial and nearly all residential accounts have meter reads every 60 days(bi-monthly) Those commercial and residential customers are billed for actual usage in alternating months when meters are read and are billed for usage minimums during those months that the meters are not read Drainage only(Storm water only) accounts are billed annually Please see the attached"Customer Pamphlet"and"Draft Bill Schedule" documents for additional information All services are billed in arrears and new and final accounts are pro-rated based on the number of service days in the given period Commercial Drainage Multipliers Drainage Services are charged based on Equivalent Service Units (ESL')and Basin Rates ESUs are used to allocate drainage charges for commercial customers and are based on lot size and percentage of impervious area for the lot The ESU value for each parcel is calculated by COK engineering and is currently stored with each account COK currently employs 16 distinct Drainage Basins Drainage Basins are assigned on a geographic basis The per-ESU drainage charge for each basin is different To calculate the total drainage charge for a specific lot, the ESU value for that lot is multiplied by the specific basin factor for that lot Commercial drainage is primarily billed monthly Residential Drainage Multipliers- For residential lots,the impervious surface is estimated at 2500 R2. This provides an effective ESU rate of 1 Therefore, for residential drainage customers drainage is calculated at 1 times the specific basin factor for that lot Residential drainage is primarily billed monthly. In certain cases,lots receive drainage services from the City,but water and sewer services from other water and sewer districts In those cases,drainage is billed on a yearly basis. Rate Structure Water and Sewer charges use a tiered rate structure Base fees are based on meter size Summer and Winter Rates Winter and summer seasonal water rates are used by COK to promote water consumption,Rates are higher during the summer,high water usage months Currently,the rates are switched in May and October Discount Rates and Taxes Currently,the city offers significant rate discounts known as"Lifeline Rates" for low income and disabled senior citizens Separate low income/disabled/semor rates should be established to handle discounts Tax amounts are built into the rate structure and there is no immediate plan to try and break these out into separate tax codes Routes and Cycles. There are 101 monthly routes and 8 annual routes. There may be some manipulation of data needed in order to facilitate cycle billings Sprmgbrook bills by cycle which consists of a number of routes built Each account is assigned a cycle regardless of the reading route So,annual accounts will SPRING 3ROOKS01 1WARE 1P�Imdme�Cay of hcni,N-uhmgton Augu,t 2_9,200> t„ need to be in their own cycle,monthly bills(30 day)will need their own cycle and bi-monthly(60 day) their own° Budget Billing Currently Budget Billing is not in use at COK. The Budget billing feature is available in Spnngbrook if COK wishes to migrate to this post conversion COK IT recommends that COK to carefully examine budget billing and other alternatives in order to streamline the billing process i Billing Process The first step of the billing process is to gather and edit the meter reads. The meter readers are responsible for editing any incorrect meter reads,although billing analysts can also make meter read changes if necessary The system is ready to bill at that point A billing register is run to verify billing amounts COK then exports the data to Kaye Smith for CASS Certification and printing 5 Archiving/and Recovery: COK would like to utilize Springbrook's archiving feature but would also like to utilize the Acorde Document management system 6 Acorde has been linked to other COK applications, such as Police and General Ledger systems Usually the link takes the form of a context-sensitive button within the linked application,that when pressed, starts Acorde and sends specific index information(e g, Account Number, Customer Name,Address,etc)to Acorde Acorde then uses that index information to build a list of documents that the user can then select from and display Annual bills will use the Past Due process,including reminder letters, until those bills are paid. Mailing address correction import? This deals with CASS certification COK uses a third-party vendor to perform CASS certifications every six months Addresses are exported from the system,electronically transferred to the vendor,and those addresses are then CASS certified The vendor then sends back several electronic files with updated addresses,a list of bad addresses, and a CASS certification cover sheet Summary Reports for Bills Mailed per postal class and recurring drainage bills More discussion maybe needed in this area(see previous bullet) COK currently uses reports that indicate the number of Bills marled per postal costs and to indicate how many yearly drainage bills are not paid after the first billing One note on this would be that our past due process is by cycle and could provide a proof list of those annual drainage accounts Billing Statements Statements will be printed by Kaye Smith Delinquency notices will be printed by Minuteman Press A report will need to be provided that lists a Zip Code Summary 8 This will identify the number of Accounts printed by mail class This is run after the export step Please see the"Zip Code"report in the attached "System Reports"document for additional information COK has 21197 active accounts as of June 30,2005. Special Notification to Owners If there is a delinquency present on a tenant's account then the owner will receive a copy of the next bill labeled as"Duplicate Delinquent Bill"notification.9 Conversion of Routes to generate cycles may be necessary ' Export Process to Kaye Smith File layouts have been provided. 6 Acorde document imaging interface from various processes ' Mailing Address Correction import from 3rd party 8 Zip Code Summary Report 9 Mail duplicate bill to owner if Delinquency amount is present 11'CI Cit+.o K,iu Wi,1 �o�ua 29,loW -`' r r Additional bills may be sent to owners,property managers and possibly others These additional persons will need to be added as additional bill-to customers to the appropriate accounts. This may require an enhanced conversion process to make this happen Even though Kaye Smith will be printing the bills for COK,an in-house statement will need to be created for Final bills as well as reminder bills including reminders for the Annual Drainage customers 10 COK will also archive their bills for reprinting purposes if the need arises. COK IT recommends that we retain both the ability to print bills and all other customer correspondence entirely in-house while currently continuing to send customer bills to Kaye Smith and delinquency notices to Minuteman Press for printing In house bills will pnnt to laser printer and then manually stuffed and sealed. No special forms are used, though the paper stock used does contain pre-printed text As discussed in the Account Maintenance section of this document,COK strongly desires the ability to link multiple accounts to a single master account This feature would be used to support customers with a large number of properties Currently,COK staff manually assemble multiple bills for selected customers which can belabor intensive This feature would impact billing statements Instead of printing a large number of individual bills and packing them together,a single billing statement,with charges itemized by property and by meter, would be needed Currently all customer bills print on a single sheet of paper With this feature, several sheets would be required to print a single bill statement for customers a large number of properties Postal Certification is provided by Kaye Smith at this time COK has determined that providing in-house CASS certification does not provide acceptable return on investment at the present time Pursuit of this may require additional programming costs to accommodate the import and export file layout of the CASS software ii Public Works would like to pnnt a backflow test alert on selected customer bills This would require that Springbrook allow or provide a method for an external system to insert a testing notice comment to be added to the bill for a specific customer on the month or months before backflow device testing is required i' Because the current bill format has limited space for comments, the most likely solution would 1 require a dedicated area on the bill reserved solely for this purpose,otherwise bill page overruns could occur Billing analysts have also commented that the current bills do not indicate the basis for the rates charged to customers Such a feature would be desirable,perhaps by printing the description for each billing code on the bill For example, a customer was unsure that he was receiving the discounted lifeline rate In order to meet this customer's needs,a permanent message was created and designated for this customer's bill to indicate that lifeline discount rates were in fact being applied Winter Average Maintenance Winter Average is not used for billing practices at this time at COK However,COK has"snowbird" accounts that turn off services and/or request that bills be automatically forwarded to an alternate address during certain time periods Typically,these customers have Winter homes in other states This is an UP request and will involve product customization Lee has indicated that we may be able to add a checkbox at this time to indicate whether the alternate address should be used for billing purposes,but that specifying a date range cannot be added at this time 0 Custom Billing Statement—Matches layout of Kaye Smith. 11 3'a party CASS Certification Software interface 12 Bill statement and Export Bills to include backflow reminder notification n'S I willZ� of h'ut %%ashmgton r��4 r i Cash Receipts The main method of entry of front counter and telephone transaction receipts will be made using COK's Classinfo Cashiering System(Class) Class will require a real-time interface with Springbrook's Utility Billing System 13 This would include completed transactions,voided transactions,and information look up It is also desired to have UB account alerts show up on the CLASS system as well 14 Two examples of this ability would be to determine whether a customer has been flagged as cash only or whether a customer is facing immediate shutoff Technical Information•Class is SQL-Server based and provides the ability to query information and initiate custom stored procedures during each transaction,based on transaction type For example,Class could be configured to query the UB database based on customer name, address,or account number The information queried and then displayed in Class could include confirmation information such as name, address,or account number,the outstanding balance,and the presence of outstanding UB alerts At the conclusion of each transaction, Class can be configured to run a custom stored procedure,once per each item purchased That stored procedure can be used to insert data into a third-party database COK intends to use the same interface that Auburn WA uses to provide real-time data transfer from Class to Springbrook Class Point of Sale accepts Cash,check,credit card and debit card transactions. Methods of payment entry are by Drop Box,Lock Box,Bill Consolidation,Front Counter, Mail, Direct Debit and Credit Cards over the phone A lockbox sample and file layout from US Bank is requested 15 A third party vendor also creates and provides the Bill Consolidation file for other payments 16 We will need an additional Cash Receipt interface for this import unless it can be provided in the same format we will receive from US Bank US Bank has responded to these requests and has indicated that we can use the Lockbox and Bill Consolidation formats previously developed and used by other Sprmgbrook customers Please see the file format information provided by US Bank in the attached"Selected Project Email" document ACH(clearing house/direct debit)is also provided This should require no additional changes at the time of this write up as the file provided to US Bank will be NACHA standard COK is interested in utilizing Web Payments COK desires to be the Host of the web payments program 17 COK is also very interested in receiving a detailed list of the features offered by Web Payments It would be very helpful if Web Payments offers customers the ability to sign-up for web services via the web and also for customers to request and automatically receive their current(or reset)username and password COK has requested a detailed list of the features provided by Web Payments Adjustments / Manual Billings COK would like to be able to reprint(in-house)a bill with new balance after an adjustment has been made COK would like the ability to click on the billing row to re-create/duplicate the existing bitting statement Balance Transfers This particular area is problematic COK has a strong desire to remain customer- friendly Balance transfers are currently performed in a batch manner and are reversible Ideas that COK needs to consider are • Separate processing of debits and credits 13 CLASS real-time interface to Utility Billing 14 Alert Flags for CLASS Point of Sale from UB Account. is US Bank Lockbox Interface 16 3ld Party Cash Receipts Interface 17 On site Hosting of Web Payments n,�C1r, "K,vr '+ , • Delay issuing refunds. • Look at options when test/training system is configured on-site Balance transfers are a very significant issue for COK COK performs a number of adjustments including NSF adjustments,payment adjustments, fee adjustments, leak adjustments,and credit adjustments COK customers are allowed a single lifetime leak adjustment per property. COK needs to be able to flag and track which ownerilot combinations have already received a leak adjustment. COK customers are allowed only one(1)payment arrangement every six months However,tenants are not allowed to enter into payment arrangements COK needs to be able to flag and track which owner has already made payment arrangements within the last six months Due to the transitory nature of payment arrangement flags, it would be very helpful if the system allows an optional expiration date to be entered for each flag, and each flag with an expiration date would be moved to history or otherwise hidden after that expiration date so that the system remains uncluttered and easy to work with It is extremely rare for turn-offs to occur for the Mayor,city council members or for city employees Past Due Processing Delinquencies- COK primarily tracks water for tum-off purposes In the current system,payments are automatically apportioned between sewer and water Thus a delinquency in sewer would likely lead to water turnoff because any payment would not typically be applied solely to water Some sewer only accounts in other water districts are assessed a late fee for sewer because there is no possibility for water turnoff for those customers Spnngbrook's process for delinquency is based on billing cycle The system can also be flagged to filter which services must be delinquent If water must be delinquent only,then sewer only accounts will not be flagged if Sewer only accounts were in their own cycle,then that cycle could run to look for Sewer service only. This needs further discussion Late Payment notices(Mailers)are currently processed and the information is sent to Minuteman Press COK processes approximately 800-1000 mailers per month COK City Code mandates that payment is due fifteen(15)days after the billing date Payments are delinquent twenty-one(21) days after billing Customers with delinquent payments are notified via a message on the following billing If payment is not received within seven(7) days of this billing, then a delinquency notice is created for that customer and the I customer is assessed a$10"mailer"fee The mailer is delivered to the print vendor(currently Minuteman Press),usually on or around the seventh day after billing The delinquency notice(mailer) is then mailed to the occupant at the site address and also to the property owner The mailer indicates customer then has seven more days to make payment or face shut off. Spnngbrook Software's Batch driven past due process is what COK desires. An export of the generated data will need to be provided to Minuteman Press in order for them to process these notices The standard past due export will be provided to COK to ensure Minuteman Press can utilize this format is 1B Enhanced Past Due Export file layout IFS I ndnwj C it,,tf K,at V, uhingtou \u?tnt29 211Qi Pa�rzQ Customer Turn offs Turnoffs require that the technicians work off a master list,determine who will actually get turned off and who will not(e g,customers that have made payment arrangements will not be turned off Customers that have had previous payment problems will likely be turned off Tenants are always turned off unless the property owner intervenes),and then create service requests only for the customers that will actually be turned off. In order to control customer flow into the City offices with regards to past dues,the city would prefer to run delinquent notices utilizing cycle and route rather than Just by cycle This can significantly reduce the work flow 19 Yearly Drainage accounts that are delinquent may require a separate process for running delinquency. COK simply sends another billing statement every month if it remains unpaid 20 COK has indicated that it wants to use the Sprmgbrook delinquency process to handle late payments for these accounts GL Distribution / Services COK would like to be able to post to the GL, totaled by batch,according/by GL account code So for example, if 100 cash transactions for a single GL account were receipted in one day in a single batch,only 1 entry would be posted to GL , Sprmgbrook Software's GL module will be enabled to take advantage of the Export JE's feature Sprmgbrook will provide the standard file output for COK to review 21 COK will then create a method to automatically pull that file into Peoplesoft for review and posting to the GL This would most likely bean end of day process Refunds are also recorded to the GL via Peoplesoft. COK desires the ability to process refunds as a batch process to produce an export file that can be pulled into Peoplesoft and then reviewed and posted to the general ledger 22 Sprmgbrook showed an example of such a file,displayed in a user-friendly format that included both the debit and credit for the refund The GL distribution will come from Sprmgbrook with regards to the refunds process, but an export file will need to be generated which in turn will be brought into Peoplesoft for a check to be written COK will provide a layout with the fields they require COK staff have indicated that easier cash and account balancing would be very beneficial in a new utility billing system Account Maintenance COK will create a repeatable business process to batch load legal description information into the lot description field in Sprmgbrook 23 COK needs to be able to link sub-accounts to master account When a bill is paid using a Master Account number,the payment must be automdticdlly distributed to the sub-accounts in order Any shortage or overage would be applied to the last sub-account in the sequence 24 This will likely impact bill statements Customer services staff need to be able to pull up a reasonable facsimile of each previous bill for a specific customer so that staff can discuss the bill with the customer, often via telephone 25 COK is aware that this detailed billing information is available from standard Springbrook screens i9 Past due processing by cycle and route 20 Yearly Drainage reminder statements 21 GL Interface with possible enhancement for consolidation of entries by GL account code. 22 AP interface to Peoplesoft during the refunds process 23 Lot description import from county records 24 Payment distribution to master customer number Silt;tit.,' iK 701 I FCIm �' ` i . c3 � kb nht r r COK would also like the ability to reprint a bill(in-house)after an adjustment has been made to the account.26 Numerous COK residents shut down service or request bills be sent to an alternate address during specific time periods This will be provided standard for V6 05 This alternate address will be based on the specific account and not the customer record (Please also see the discussion of this feature prov ided in the bV inter Average Maintenance section.) Word Merge templates(COK can also work with Crystal Reports)will be created to send out various customer-related letters These letters and messages may be batch-related items but more likely will be individually processed, one item at a time A scanned sampling of typical messages and letters used with the current system has been scanned and sent to Springbrook staff Please see the attached"Letters and Messages"document for additional information All forms for past dues and liens will be processed within the Springbrook past due process COK IT 1 envisions a number of standard processes would benefit from automatic form letter generation COK would like to see a more detailed breakdown of the mailing and lot addresses,but this will not be feasible in the current version of the application as this would be a change to the database structure COK ' envisions any G1S link with Springbrook to be based on Assessor's Parcel Number(APN) Service Requests COK will use service requests for account related maintenance including meter exchange and new meter installs Service requests will also be generated during the importing of meter reads COK Public Works has indicated an interest in integrating Service Request information between Sprmgbrook and Hansen For example, it would be helpful if selected Springbrook service requests would send information to Hansen to automatically generate a Hansen Service Request And when that Hansen Service Request is closed, it would be helpful if Hansen could send information back to Springbrook to update and/or automatically close the original Springbrook service request Reports COK staff are extremely pleased with the reports that are provided by COK's current utility billing system. Please see the attached"System Reports"document for additional information COK requires a King County Metro report in Crystal Reports format that is similar to the report used by other nearby cities COK and Springbrook need to review specifications for this report COK(IT)would like to be able to run Crystal reports from within the UB application Springbrook Software can create a Custom Reports interface for Crystal '' This is a big deal for integrating with other applications Spnngbrook's goal is to migrate all reports to Crystal eventually Some reports in LB have already completed the changeover, including Billing Register and Account Master List 25 Duplicate bills from History rows 26 Bill reprint feature after adjustment Perhaps other functions as well 27 Crystal Reports interface with various applications via Reports menu I"�hmd,n,�C ig of Knit %kie huigtnn Write Off/ Liens / Collections Utility Billing accounts are occasionally written off due to Bankruptcy. In the event the account comes out of Bankruptcy,the department would like to reverse the write off and place the fees back on the books This should be handled via the standard adjustment procedure using a pre-defined special charge code COK does not utilize a collection process to reclaim bad debt Bill collection is handled in-house If payment is not made, the balance due reverts to the land owner If the land owner does not pay, service is shut off If payment is still not paid after a certain time period,liens are filed against the property Currently this is a labor intensive process Springbrook should provide relief utilizing the batch past due process and alien type code During this process alien letter could be generated utilizing Word Merge functionality or a Crystal Reports statement 28 One suggestion made by Billing Analysts after BPR was to be able to code accounts for bankruptcy processing The account balances could then be exported to JD Edwards and tracked for disposition using the general ledger This would potentially provide better tracking for bankruptcy issues Finals / Connects Final and New connections are pro-rated based on the number of days of service divided by the number of days in the period There are no fees related with connections For example"snowbirds",customers that often move out of state during specific months of the year,routinely shut off services for those months Brand new service will require the payment of fees and permits and this will be handled in conjunction with the Kiva Permitting and Hansen Inventory Management products Initial meter connections begin with a permit in the COK permitting system Currently the information flow from the permit system to Utility Billing is circuitous,manual,and very labor intensive COK would like to streamline this process,perhaps with automated data transfer to prevent double data entry For example, the permit includes account owner and lot information and an initial estimate of meter size Deposits / Refunds Currently no Deposits are required for New Service Refunds are provided to customers in the event there is a credit balance on the account during the final billing stage Presently,there is no method for indicating the minimum amount to be billed or credited In a limited number of cases customers pay a nominal amount less than what is owed for a yearly drainage bill Currently,those customers will either be billed(e g.for$25,which is not cost effective to recover via mailed billings)or Billing Analysts must perform an adjustment to the account Other Features Bankruptcies This will require some effort,outside the box thinking and some testing Currently,the account balances are zeroed for customers that enter into bankruptcy However,on some occasions,those customers make payments against the cleared accounts We need to understand how best to handle this using Springbrook UB Possibly utilize AR using same account number Balance Transfers or Credit Transfers- COK would like a method of transferring balances and credits to the new account when a move in/move out occurs This is up for much discussion They would like to perform this step daily COK would like to configure a dynamic link to the King County parcel viewer 29 Other COK applications are able to provide such a link by dynamically combining a web address with a lot number and then calling a web browser program with this dynamic address 28 Lien letter using Crystal Reports or MS Word Merge. 29 Custom link to third party GIS system COK would prefer to have the ability to add buttons to the application to initiate third party applications and pass variables/linking numbers(e g Tax Lot Number) from Sprmgbrook to those applications This would allow COK to link now with the King County GIS web page and later with the COK Arc1MS web server Sprmgbrook would require details for linking to the County GIS System Sprmgbrook has already worked with clients to interface with the ArcIMS system COK is also interested in the ability to bulk load lot information based on annexations and LIDS Sprmgbrook indicated that a standard process is available to import lot information,but the next step, creating new accounts, is too complex and would be a billable service Sprmgbrook would accept lot ' information but declines to build accounts based on this information If lot import layout needs modified, this would be a billable service 30 COK may find GTG a helpful tool. COK desires the ability to efficiently process City internal water and sewer accounts Currently,the city sends billing information to Kaye Smith which is then returned only for internal city accounts COK would like to streamline this process, even to the point of preparing a general ledger entry Sprmgbrook Software will need to determine if the fund accounts for the various departments are all the same This will help determine a solution for processing intergovernmental billings It is also possible to create a custom procedure to have the payment automatically applied during the commit step of the billing batch 31 Recover from bad billing COK staff appeared uncomfortable with the need to call the vendor each time a billing goes bad Currently,COK has the ability to cancel any batch,and even roll back batches that have already been committed This may require additional discussion The Sprmgbrook Software application gives the end user numerous opportunities to check over work on every batch being processed In addition, changes to a billing can be edited at any point prior to the commit step This includes the ability to edit individual accounts by"drilling down"into the billing register to make corrections at the account level Sprmgbrook feels uncomfortable with the idea of reversing committed entries. COK requests the integration of the City's Acorde document management system Acorde is the city's 1 document management system Acorde stores only"record"documents Documents that would be associated with Utility Billing include both record and non-record documents It is undesirable to store record documents such as lien letters in two places COK will store non-record Utility Billing related documents in Sprmgbrook COK desires the ability to initiate an Acorde session and send that session the relevant linking information such as tax lot number, utility account number,address,customer number, etc Sprmgbrook will need to contact Acorde in order to determine if Acorde will require a fee in order to provide us with an API This fee would need to be passed onto COK in addition to the interface costs Citrix Interface COK intends to deploy Sprmgbrook via Citrx As with other sites,COK is interested in the"Application Server"that Auburn is using to significantly reduce report and billing process times Springbrook's response to the COK Request for Proposal(RFP)describes a large number of features that Sprmgbrook has indicated will be available with the new system For any successful implementation at COK,those features need to be available,configured,and fully functional ' COK staff has also expressed a strong preference for continued work with Lee Lawson of Springbrook due to his ability to listen, understand,work with COK staff and propose readily feasible solutions Related Documents Several Portable Document Format(PDF)files are included with this Business Process Review. Table I lists those attached documents 3°Modification to Lot import 3i Enhanced intergovernmental billing process +t'd1\i,kk ts,K it fit.. IPA i �7t is C r,o°Ktnr It nlrnz:o i 1 1 Table 1 -List of Attached Documents # Document Description 1. System Reports Actual scanned samples of the most commonly used reports from COK's current utility billing system 2 Letters and Messages Actual scanned samples of the most commonly used bill messages and form letters from COK's current utility billing system 3. Meter Audit Reports A comparison of the meter proof reported by the Radix system versus the meter proof report created by COK's current utility billing system 4. Meter Reading Codes A list of trouble codes currently configured for the COK utility billing system The list also indicates whether a service request should be automatically created when each code entered during a meter read and uploaded into the utility billing system 5 Customer Pamphlet A COK pamphlet provided to customers to explain utility billing details 6 Selected Project Email Selected email correspondence that provides information about file formats, 7 Draft Bill Schedule Draft table of information about billing frequency for COK utility customers a 1 Enhancement Summary � !i 'non, �i�Ii� i;; ii r, �1� i'N _Feature kbgrhmiain ,; n�asj; iCfdtnlTrarining AddtnlProject Fees Maintenance Fees Mgt Fees Increase Custom Billing Statement Ability Not to Exceed I to print statements in-house $3200 $ 80000 NA NA 2 PostalSoft $ 1,80000 $ 1,69500 NA NA 3 Third Party Message on Statements $ 1,200 00 $ 30000 NA NA Custom Final Statement (addition of"Final'on Billing 1 4 Statement) $ 45000 NA NA NA Backflow notice on bill Not to Exceed 5 $1200 $ 30000 NA NA Not to Exceed 6 Custom Past Due Statements $3200 $ 80000 NA NA 7 Custom Past Due Generation $ 1,80000 $ 45000 NA NA 8 Lot Description Import $ 2,40000 S 60000 $ 60000 $ 1,200 00 Payment distribution to Master 9 Customer Number $ 60000 $ 15000 NA NA Duplicate Bills from History 1 10 Row $ 2,40000 S 60000 NA NA 11 Bill Reprint after Adjustment $