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City of Muskegon
City Commission Meeting
Agenda
March 14, 2023, 5:30 pm
Muskegon City Hall
933 Terrace Street, Muskegon, MI 49440
AMERICAN DISABILITY ACT POLICY FOR ACCESS TO OPEN MEETINGS OF THE CITY OF MUSKEGON AND ANY OF
ITS COMMITTEES OR SUBCOMMITTEES
To give comment on a live-streamed meeting the city will provide a call-in telephone number to the public to
be able to call and give comment. For a public meeting that is not live-streamed, and which a citizen would like
to watch and give comment, they must contact the City Clerk’s Office with at least a two-business day notice.
The participant will then receive a zoom link which will allow them to watch live and give comment. Contact
information is below. For more details, please visit: www.shorelinecity.com
The City of Muskegon will provide necessary reasonable auxiliary aids and services, such as signers for the
hearing impaired and audio tapes of printed materials being considered at the meeting, to individuals with
disabilities who want to attend the meeting with twenty-four (24) hours’ notice to the City of Muskegon.
Individuals with disabilities requiring auxiliary aids or services should contact the City of Muskegon by writing
or by calling the following: Ann Marie Meisch, MMC – City Clerk, 933 Terrace Street, Muskegon, MI 49440;
231-724-6705; [email protected]
Pages
1. Call To Order
2. Prayer
3. Pledge of Allegiance
4. Roll Call
5. Honors, Awards, and Presentations
5.a Bring it to the Table - Muskegon Community College 1
6. Public Comment on Agenda Items
7. Consent Agenda
7.a Approval of Minutes - City Clerk 2
7.b Rules of the City Commission - City Clerk 27
7.c Sale of 363 McLaughlin Avenue - City Manager's Office 38
7.d Sale of 304 McLaughlin Avenue - City Manager's Office 47
7.e Sale of 269 Catherine Avenue - City Manager's Office 55
7.f Fire Truck Equipment - Public Safety
7.g Farmers Market Rates - City Clerk 66
7.h Amend Ordinance Chapter 6, Animals - City Manager's Office 68
7.i Ordinance to Establish Parks & Recreation Advisory Committee - Department of
Public Works - REMOVED PER STAFF REQUEST
7.j 1095 Third Street Termination of Purchase Agreement - Economic Development 90
7.k On-Premise Tasting Room Permit for Rake Beer Project, LLC - City Clerk 93
7.l USACE Right of Entry for Sewer Repair - Department of Public Works 95
7.m McGraft Community Building Roof Replacement - Department of Public Works 101
7.n Consumers Easement at Water Filtration Plant - Department of Public Works 103
7.o Aggregates, Maintenance Materials & Concrete - Department of Public Works 110
7.p Olthoff Drive Grant Agreement - Department of Public Works 114
7.q 1st Amendment to the Temporary Water Operator Agreement with Muskegon 128
Heights - City Manager
8. Public Hearings
8.a Recommendation for Annual Renewal of Liquor Licenses - City Clerk 132
8.b Public Hearing-Brownfield Plan Amendment, 2nd Amendment, Adelaide Pointe 133
QOZB, LLC - Development Services
9. Unfinished Business
9.a Housing Board of Appeals Demolition - 835 W. Forest - Public Safety 218
10. New Business
10.a Housing Board of Appeals Demolitions - 1420 S. Getty Street, 1101 Spring
Street - Public Safety - REMOVED PER STAFF REQUEST
10.b 2nd Quarter Budget Reforecast - Finance 224
10.c 2nd Amendment, Brownfield Development & Reimbursement Agreement, 268
Adelaide Pointe QOZB, LLC - Development Services
10.d 1095 Third Street Proposal Reviews - Economic Development 281
11. Any Other Business
12. Public Comment on Non-Agenda items
13. Closed Session
14. Adjournment
ARE YOU SICK OF DIVISIVE POLITICS &
THE DISSERVICE IT DOES TO DEMOCRACY?
Filmmaker Julie Winokur travels to diverse communities across the countr y to ask citizens
to sit down and speak candidly about their political beliefs in a non-confrontational setting.
WHEN IT COMES TO DEMOCRACY, DISCOURSE IS THE BEST COURSE!
BRING IT TO THE TABLE
what: Film Screening + Discussion with Emmy-Nominated Director Julie Winokur
when:
Film Screening and Dialogue
where:
Wednesday, March 15, 2023, 6:30pm
MCC Overbrook Theater
bringit2thetable.org
This program is sponsored by the Muskegon Community College Center for Experiential Learning,
the Muskegon Area District Library, Muskegon Center for Holocaust and Genocide Studies, and
Foundation for Muskegon Community College
Packet Page 1
Agenda Item Review Form
Muskegon City Commission
Commission Meeting Date: March 14, 2023 Title: Approval of Minutes
Submitted By: Ann Marie Meisch, MMC Department: City Clerk
Brief Summary: To approve minutes of the February 13, 2023 Worksession, February 14, 2023
Worksession, and the February 14, 2023 Regular Meeting.
Detailed Summary:
Amount Requested: N/A Amount Budgeted: N/A
Fund(s) or Account(s): N/A Fund(s) or Account(s): N/A
Recommended Motion: To approve the minutes.
For City Clerk Use Only:
Commission Action:
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City of Muskegon
Work Session
Minutes
February 13, 2023, 5:30 pm
Muskegon City Hall
933 Terrace Street, Muskegon, MI 49440
Present: Mayor Ken Johnson
Commissioner Rachel Gorman
Commissioner Rebecca St.Clair
Commissioner Eric Hood
Vice Mayor Willie German, Jr.
Commissioner Teresa Emory
Absent: Commissioner Michael Ramsey
Staff Present: City Manager Jonathan Seyferth
City Clerk Ann Meisch
City Attorney John Schrier
Deputy City Clerk Kimberly Young
1. Call to Order
The Worksession meeting was called to order by Mayor Johnson at 5:30 p.m.
2. New Business
2.a Police K9 Unit Proposal
Sergeant Bridget Bofysil to present K9 Unit Proposal with K9 Nitro, K9 Sully and
K9 Conan.
Public Safety Director, Tim Kozal, gave an overview of the potential K9 program
and talked about how it would be beneficial to the city and introduce Sgt.
Bofysil. Sgt. Bofysil had her dog Nitro with her and comes to the City with 14
years of experience in training and handline K9 dogs. She provided information
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to the commission about the different areas that the K9's can be certified in and
the training that they go through.
The Police K9 has a unique impact on the community it serves. The K9s are, most
importantly, some of the best and most-loved ambassadors of the department -
appearing at special events and interacting with the community for public
relations purposes. While most people are hesitant to start a conversation with
an officer, they will not think twice about asking to pet the dog. A K9 can both
provide valuable tools for the department and break down barriers between the
police and the public they serve. These dogs assist in a myriad of areas: drug
enforcement, explosives detection, tracking, search and rescue, finding
evidence, officer safety and apprehending fleeing subjects through use of non-
lethal force. The addition of a K9 team would be another tool for the department
to utilize to reduce crime, provide professional police services, and create a
positive connection to the City of Muskegon. K9 appearances at local events are
natural opportunities to create a connection between the community and the
police.
Discussion took place regarding the program and the Police Department will
work to create policies and a budget to assess the feasibility. Sgt. Bofysil has
volunteered to train additional dogs as well as dog handlers and also
volunteered the use of her dogs for the program.
2.b 1033 Program Presentation
The Law Enforcement Support Office (LESO) is a division under the United States
Department of Defense (DoD) responsible for managing the "1033 Program",
which transfers excess weapons, equipment, and vehicles from the United States
Armed Forces to civilian law enforcement agencies. Since inception, nearly
10,000 jurisdictions have received more than $7 billion worth of equipment.
There is no cost to become a member of this program and equipment is free.
Shipping costs are sometimes associated. There are strict state oversite
mechanisms for inventory control.
The Muskegon Police Department is now a part of the program. We will monitor
for available equipment that can benefit the department. We are not interested
in any vehicles.
Public Safety Director Tim Kozal wants to bring to the attention of the
commission the availability of a program by which the city of Muskegon will be
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able to acquire military equipment under the 1033 Program. This will help to
defray costs of the ongoing needs of our police department.
Discussion took place regarding the program.
2.c Marihauna Ordinance and Social Equity
Staff would like to discuss adding “Processing” as a special use permitted in B-2,
B-4, MC, I-1 and I-2 zoning districts. Staff will also present the draft Request for
Proposal for expungement clinics.
In 2020, in an effort to help residents enter the marihuana industry, the
Commission approved “Microbusinesses,” “Class B Rec Grows (500 plants)” and
“Consumption Establishments” in B-2, B-4, MC, I-1 and I-2 zoning districts. It
appears as though processing was overlooked, since processing is an allowed use
at microbusinesses. Processing was left out of the license types allowed by the
city for a number of reasons. It may be time to consider adding this license type
to what is allowed.
RFP for Expungement Program. This is a basic RFP to invite companies propose
costs and procedures to conduct a one-time clinic, three over the course of a
year. We anticipate the service to be at no cost to city residents, non-residents
may assume some costs for fingerprinting. We may only serve city residents. The
commission wants to pay all of the fees for residents, app fee, fingerprinting,
background checks, etc....we may need to have city staff available to determine
residency and collect appropriate fees from non-residents.
Discussion took place regarding the proposed revision to the Marihuana
Ordinance as it pertains to allowed license types. This will be addressed again at
a later date. The Commission also discussed the Expungement Clinic(s) RFP that
will go out soon.
2.d Arena Solar Power Purchase Agreement - DPW and Arena
Staff presented a revised solar power purchase agreement (PPA) for the arena.
This item was discussed at the July, 2020 work session and the April 27 th, 2021
regular meeting before being approved in a prior format at the June 8 th, 2021
meeting. Due to tax issues, it was then rescinded at the June 14 th, 2022 meeting.
The tax issues have been resolved due to additional incentives being available, so
a new financier (Sunwealth, LLC) has agreed to take the project on. Staff and our
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consultant, Charthouse Energy, will present the project and its anticipated
benefits for discussion. The proposed PPA agreement is included for review.
Discussion took place and this item will be returned to Commission at a later
date.
2.e Landscaping Contract - DPW
Staff will present the results of the landscaping RFP and a cost share for
discussion.
Staff has worked with the Downtown BID, DDA, Chamber and other stakeholders
to develop a landscaping contract that covers a wide array of landscaping
services currently provided through the City Parks Department. There is a desire
among the stakeholders to improve the level of service being provided, and a
desire among city staff to free up staffing resources to improve service in other
areas of the city parks. The RFP was presented to the Commission at the
November 7, 2022 combined work session and regular meeting.
The contract proposes eight (8) areas identified on the included map, with each
area having a distinct scope of work and a proposed assigned cost share, as a 3-
year contract with optional extensions for a 4th and 5th year. The original RFP
included work in the Lakeside area, but those businesses have decided not to
participate at this time.
The DDA and Downtown BID will have a similar discussion earlier in the day on
the 13th of February, specifically to review the cost share proposal that is
included herein for your review. The Downtown BID is expiring, so the
organizations are jointly deciding how to fund their share going forward.
Depending on the outcome of all of these discussions, the City will manage the
contract and invoice the other organizations for their share as shown in the
attachment.
AMOUNT REQUESTED: $27,840 Parks/General AMOUNT BUDGETED: $0 FY23
AMOUNT REQUESTED: $7,920 Farmers Market AMOUNT BUDGETED: As
Needed FY24
FUND OR ACCOUNTS: 101-770 (Parks) & 101-808 (Farmers Market)
Discussion took place regarding the landscaping contracts, this item will be
considered at a later date.
3. Public Comment
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Public comment was received.
4. Closed Session
4.a Land Acquisition
No. 2023-23
Motion by: Commissioner St.Clair
Second by: Vice Mayor German
Motion to go into closed session to consider material exempt from discussion or
disclosure by state or federal statute, specifically being an attorney client
confidential communication.
YES: (6): Mayor Johnson, Commissioner Gorman, Commissioner St.Clair,
Commissioner Hood, Vice Mayor German, and Commissioner Emory
Absent (1): Commissioner Ramsey
MOTION PASSES (6 to 0)
No. 2023-24
Motion by: Commissioner Gorman
Second by: Commissioner Emory
To go into open session.
MOTION PASSES
4.b Pending Litigation
No. 2023-25
Motion by: Commissioner St.Clair
Second by: Commissioner Gorman
To go into closed session to consult with our attorney regarding trial and
settlement strategy in connection with West Michigan Dock and Market
Corporation versus City of Muskegon, Muskegon County Circuit Court Case
Number 22-003962 CZ because an open meeting would have a detrimental
financial effect on the litigating and settlement position of the City of Muskegon.
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YES: (6): Mayor Johnson, Commissioner Gorman, Commissioner St.Clair,
Commissioner Hood, Vice Mayor German, and Commissioner Emory
Absent (1): Commissioner Ramsey
MOTION PASSES (6 to 0)
No. 2023-26
Motion by: Commissioner St.Clair
Second by: Commissioner Gorman
To go into open session.
MOTION PASSES
5. Adjournment
The Work Session meeting went into closed session at 6:55 and adjourned at 8:20 p.m..
_________________________
Respectfully Submitted,
Ann Marie Meisch, MMC - City Clerk
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CITY OF MUSKEGON
SPECIAL CITY COMMISSION MEETING
February 14, 2023 @ 5:00 p.m.
Muskegon City Hall, 933 Terrace Street, Muskegon, MI 49440
In the Commission Chambers, Room 107
MINUTES
Present: Mayor Johnson, Vice Mayor German, Commissioners Emory, St.Clair, Hood,
and Gorman.
Absent: Commissioner Ramsey
2023-27
Motion by Commissioner St.Clair, seconded by Commissioner Emory to go into
closed session to consult with our attorney regarding settlement strategy in
connection with Rachel McMillan versus City of Muskegon, Jeff Lewis and Jay
Paulson, Muskegon County Circuit Court Case Number 22-002888-CZ because an
open meeting would have a detrimental financial effect on the settlement position
of the City of Muskegon.
Roll Call Vote:
Ayes: Johnson, Hood, German, Gorman, Emory, and St.Clair.
Nays: None.
Absent: Ramsey
MOTION PASSES.
2023-28
Motion by Commissioner Gorman, seconded by Commissioner St.Clair to go into
open session.
MOTION PASSES.
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2023-29
Motion by Commissioner St.Clair, seconded by Commissioner Emory to approve
the proposed settlement and authorize the City manager to sign the Settlement
Agreement.
Roll Call Vote:
Ayes: German, Gorman, Emory, St.Clair, Johnson, and Hood
Nays: None.
Absent: Ramsey
MOTION PASSES.
PUBLIC PARTICIPATION
None.
ADJOURN
Motion by Commissioner Gorman, seconded by Commissioner St. Clair to
adjourn the meeting at 5:22 pm.
MOTION PASSES.
Respectfully Submitted,
Ann Marie Meisch, MMC – City Clerk
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City of Muskegon
City Commission Meeting
Minutes
February 14, 2023, 5:30 pm
Muskegon City Hall
933 Terrace Street, Muskegon, MI 49440
Present: Mayor Ken Johnson
Commissioner Rachel Gorman
Commissioner Rebecca St.Clair
Commissioner Eric Hood
Vice Mayor Willie German, Jr.
Commissioner Teresa Emory
Absent: Commissioner Michael Ramsey
Staff Present: City Manager Jonathan Seyferth
City Attorney John Schrier
City Clerk Ann Meisch
Deputy City Clerk Kimberly Young
1. Call To Order
The Regular Meeting of the City of Muskegon was held at City Hall, 933 Terrace
Street, Muskegon, Michigan at 5:30 p.m., on Tuesday, February 14, 2023.
2. Prayer
Pastor E.J. Wood from All Shores Wesleyan Church opened the meeting with a
prayer.
3. Pledge of Allegiance
The Commission and public recited the Pledge of Allegiance to the Flag.
4. Roll Call
As recorded above
5. Honors, Awards, and Presentations
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5.a Introduction of New Staff - Planning & Economic Development
Economic Development Director, Jake Eckholm, introduced Wendy
Webster - Administrative Assistant to the Planning and Economic
Development Department. She comes to us from SafeBuilt and has also
worked for Muskegon Public Schools in the past.
6. Public Comment on Agenda Items
Public comments were received.
7. Consent Agenda
Action No. 2023-30
Motion by: Vice Mayor German
Second by: Commissioner St.Clair
To accept the consent agenda as presented, minus item E.
Ayes: (6): Mayor Johnson, Commissioner Gorman, Commissioner St.Clair,
Commissioner Hood, Vice Mayor German, Commissioner Emory
Absent (1): Commissioner Ramsey
MOTION PASSES (6 to 0)
7.a Approval of Minutes - City Clerk
To approve the minutes of the January 9, 2023 Worksession and January
10, 2023 Commission Meeting.
STAFF RECOMMENDATION: To approve the minutes.
7.b AgeWell Services Non-Profit Recognition - City Clerk
AgeWell Services is requesting recognition as a non-profit in the City of
Muskegon for the purpose of obtaining charitable gaming licenses for
raffles.
STAFF RECOMMENDATION: To approve the request from AgeWell
Services to be recognized as a non-profit in the City of Muskegon and
approve the Local Governing Body Resolution for Charitable Gaming
Licenses.
7.c Use of DMDC Property Downtown Muskegon - City Clerk
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The DMDC has been paying taxes and upkeep for many years on several
lots currently being used by the City or for parking by the general public in
downtown. The DMDC is requesting a payment of $25,500 to assist with
paying those expenses.
The DMDC is currently paying for the upkeep of 387 Morris Avenue, 401
Morris, 351 W. Western, 325 W. Western, 307 W. Western, 299 W.
Western, 295 W. Western, and 292 W. Western. The attached
spreadsheet indicates an estimated cost that is over $25,000 annually.
The DMDC has approached the City asking if we could assist in paying
these funds.
AMOUNT REQUESTED: $25,500
AMOUNT BUDGETED: $5,000 from Western Market
FUND OR ACCOUNT: $12,000 from Western Market Fund - 252-807-801
FUND OR ACCOUNT: $13,500 from Public Improvement Fund - 445-807-
801
STAFF RECOMMENDATION: To authorize a payment of $25,500 to the
DMDC for the use of the property.
7.d Taste of Muskegon Liquor License - City Clerk
The Muskegon City Clerk’s Office is seeking commission approval to
apply for a special liquor license for beer, wine and spirit service for the
Taste of Muskegon being held in Hackley Park on Friday, June 9, 2023
and Saturday, June 10, 2023.
STAFF RECOMMENDATION: Authorize the City Clerk's Office to apply
for a special liquor license for the Taste of Muskegon.
7.f FY23 Municipal Senior Millage Funding - Community &
Neighborhood Services
To approve allocations of the Municipal Senior Millage funding to city
programs geared toward citizens who are 60 years of age, or older. An
allocation of $101,234.00 from the county of Muskegon FY23 Municipal
Senior Millage funding is budgeted for the following programs:
Power of Produce (Farmer’s Market) - $ 19,700
Senior Project Fresh- $300
Home Repairs (CNS) - $ 81,234
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STAFF RECOMMENDATION: To approve the budget proposed for City of
Muskegon programs utilizing FY23 Municipal Senior Millage Funds from
the County of Muskegon.
7.g Sale of 1334 Pine Street - City Manager
Staff is requesting approval of a new purchase agreement for 1334 Pine
Street. 1334 Pine Street was constructed through the agreement with
Dave Dusendang to construct infill housing with ARPA funding. The
previous offer has been terminated through a mutual release. This new
offer is for the full listing price and is not contingent upon the sale of the
buyer’s current home.
STAFF RECOMMENDATION: To approve the Purchase Agreement for
1334 Pine Street.
7.h MERS-Police Command Employee Contribution Rate - Finance
The City seeks to adopt the Police Command Defined Benefit Employee
Contribution as negotiated per their contract.
The Finance Department wants permission to sign a Defined Benefit Plan
Adoption Agreement to reduce the employee contribution rate for Police
Command as follows:
A police command defined benefit employee shall effective January 1,
2023:
Employees shall contribute 3% of their compensation towards the defined
benefit plan as defined by MERS
STAFF RECOMMENDATION: To approve the required employee
contribution 3% for Police Command Defined Benefits.
7.i MERS - Police Command DC Employee Contribution Rate - Finance
The City seeks to adopt the Police Command Defined Contribution Plan
Employee’s Contribution rate as negotiated per their contract.
The Finance Department wants permission to sign a Defined Contribution
Plan Adoption Agreement to increase the employee contribution rate for
Police Command as follows:
A police command defined benefit employee shall effective January 1,
2023:
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Employees shall contribute 9% of their compensation towards the defined
benefit plan as defined by MERS. The previous contribution rate was 6%.
STAFF RECOMMENDATION: To approve the required employee
contribution of 9% for Police Command Defined Benefit Plan.
7.j MERS - Police Command HCSP Employee and Employer
Contribution Rates - Finance
The City seeks to adopt the Police Command’s Health Care Saving
Program contribution rates as negotiated per their contract.
The Finance Department wants permission to sign the Health Care
Savings Plan Agreement to reduce the employee contribution rate for
Police Command as follows:
A police command defined benefit employee shall effective January 1,
2023:
Police Command employees who are eligible to receive retiree
healthcare benefits will contribute 3 % of their Medicare taxable
wages towards the Health Care Savings program with no employer
contribution
Police Command employees who are not eligible to receive retiree
healthcare benefits will contribute 6% of their Medicare taxable wages
towards the Health Care Savings program with a 6% employer
contribution.
STAFF RECOMMENDATION: To approve the required employee and
employer Health Care Saving Program Contributions.
7.k Deficit Elimination Plan - Marina Fund - Finance
To approve the Deficit Elimination plan and resolution for the Marina Fund
and direct staff to submit plan to the State of Michigan.
At June 30, 2022 the Marina Fund had a $395,374.00 deficit. Act 275 of
Public Acts of 1980 requires the City to formulate a deficit elimination plan
and submit it to the Michigan Department of Treasury. The deficit
elimination plan and resolution for the Marina Fund are attached.
The original deficit elimination plan had to extended another year. It will
require a $450,000 transfer from General Fund in 2022-23 and a $260,000
transfer from the General Fund in 2023-24.
AMOUNT REQUESTED: $450,000 22-23 AND $260,000 23-24
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From General Fund to Marina
STAFF RECOMMENDATION: To approve the Deficit Elimination
Resolution for the Marina.
7.l Deficit Elimination Plan - Brownfield Redevelopment Authority
(combined) - Finance
To approve the Deficit Elimination plan and resolution for the Brownfield
Redevelopment Authority (combined) and direct staff to submit plan to the
State of Michigan.
At June 30, 2022 the Brownfield Redevelopment Authority (combined) had
a $64,211.00 deficit. Act 275 of Public Acts of 1980 requires the City to
formulate a deficit elimination plan and submit it to the Michigan
Department of Treasury. The deficit elimination plan and resolution for the
Brown Field Redevelopment are attached.
The State wanted more clarification on the deficit with a different layout,
plus I extended the plan one more year.
STAFF RECOMMENDATION: To approve the Deficit Elimination
Resolution for the Brownfield Redevelopment Authority.
7.m CSX Rail, Authorization to Close - City Manager
This is an authorization to close on the purchase of the CSX rail line from
near the Boys and Girls Club west to Windward Point though the Nims
and Lakeside Neighborhoods. The Commission authorized purchase of
the property on May 24, 2022. This is just a technical step that has to be
taken before closing documents are signed.
Related to the Windward Point development the City has agreed to use
about $1.688 million of APRA funding to purchase the abandoned rail road
spur that runs along Muskegon Lake in the Nims and Lakeside
neighborhoods. The City’s costs for the purchase will be reimbursable
through the Windward Point brownfield TIF.
The City has let it be known to the developers that we are willing to
negotiate our position within the TIF depending on what occurs with the
development. We’ve also indicated a willingness to reduce the amount of
our capture if the percent of public access to Muskegon Lake is increased.
Because these are both items that would be negotiated with the final
developer and not the current owners, those items are still to be
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determined. However, with the current agreement and our costs going into
the brownfield, the City would be reimbursed for its investment.
The City Commission authorized the purchase of rail road line/abandoned
spur on May 24, 2022 on a 6-0 vote.
Other past action includes the approval to extend the closing date which
was approved by the Commission on Nov. 22, 2022, this extended the
closing window to the end of the First Quarter of 2023.
It is anticipated closing will happen before the end of February.
STAFF RECOMMENDATION: To authorize the City Manager to sign
closing documents related to the City's purchase of the abandoned Rail
Road Spur owned by CSX.
7.e Voting Precincts - City Clerk
Muskegon Public Schools is currently renovating many of their buildings.
Several of these buildings are currently precincts. The City Clerk’s Office
requests to move those precincts to accommodate the renovations.
We have searched for new locations for precincts that must move before
renovations begin and before the 2024 Election cycle. After careful
consideration and visiting the buildings, we recommend to move Precincts
3 and 4 from Muskegon Middle School to Central Assembly of God, 896
Home Street in their gym, move Precinct 2 from Marquette Elementary to
Bethesda Baptist Church, 575 S. Getty, and move Precinct 11, from
Glenside Elementary to Celebration Community, 1260 W. Sherman. Each
location has received permission to offer us the locations and we would
pay $500 each as we currently pay Lakeside Baptist Church for their time
to open the building early in the morning, the use of their tables and
facilities, and closing late into the evening.
AMOUNT REQUESTED: $500 per location for each Election
FUND OR ACCOUNT: 101-215-801 (Elections)
STAFF RECOMMENDATION: To authorize the movement of Precincts 3
and 4 from Muskegon Middle School to Central Assembly of God, 896
Home Street, move Precinct 2 from Marquette Elementary to Bethesda
Baptist Church, 575 S. Getty, and move Precinct 11, from Glenside
Elementary to Celebration Community, 1260 W. Sherman.
Action No. 2023-31
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Motion by: Commissioner Gorman
Second by: Commissioner Emory
To authorize the movement of Precincts 3 and 4 from Muskegon Middle
School to Central Assembly of God, 896 Home Street, move Precinct 2
from Marquette Elementary to Bethesda Baptist Church, 575 S. Getty, and
move Precinct 11, from Glenside Elementary to Celebration Community,
1260 W. Sherman.
Ayes: (6): Mayor Johnson, Commissioner Gorman, Commissioner
St.Clair, Commissioner Hood, Vice Mayor German, Commissioner Emory
Absent (1): Commissioner Ramsey
MOTION PASSES (6 to 0)
8. Public Hearings
8.a 2021 Consolidated Annual Performance Evaluation Report (CAPER)
Hearing - Community & Neighborhood Services
The CAPER is available on our website for citizen review and comment
period of 15 days from January 29 -February 17, 2023. A public Hearing is
another opportunity to comment about the Federal CDBG and HOME
program activities performed during the fiscal year 2021 (July 1, 2021 -
June 30, 2022).
Click on the link to view the CAPER https://muskegon-mi.gov/city-
services/development-services/community-neighborhood-services/reports/
STAFF RECOMMENDATION: To conduct a Public Hearing for the 2021
CAPER review.
Sharonda Carson, Community and Neighborhood Services Director
provided a brief overview of the 2021 Consolidated Annual Performance
Evaluation Report.
Public Hearing Commenced:
Raynice Starr - spoke in favor of the department and it's resources.
Marriah McIntosh - provided comments on the issue of community land
trust issues; has reservations this program and wants more input from
community.
Director Carson spoke about qualifications for programs
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Randy VanderWhite - asked about community land trust that is referenced
in the CAPER on the city's website.
Action No. 2023-32
Motion by: Commissioner Gorman
Second by: Commissioner Hood
To close the public hearing.
Ayes: (6): Mayor Johnson, Commissioner Gorman, Commissioner
St.Clair, Commissioner Hood, Vice Mayor German, and Commissioner
Emory
Absent (1): Commissioner Ramsey
MOTION PASSES (6 to 0)
9. Unfinished Business
9.a ARPA Community Grant Program - Development Services
Seeking authorization to dedicate $1,500,000 from the City’s remaining
allocation of American Rescue Plan Act (ARPA) federal stimulus funds for
the creation of an “ARPA Community Grant” program.
The federal American Rescue Plan Act of 2021 (ARP), signed into law
3/11/21, provided $350 billion to eligible state, local, territorial, and tribal
governments to support and meet the public health and economic needs
of those impacted by the COVID-19 public health emergency in their
communities as well as address longstanding health and economic
disparities, which amplified the impact of the pandemic in disproportionally
impacted communities, resulting in more severe pandemic impacts. These
funds are being made available through the federal Coronavirus State and
Local Fiscal Recovery Funds (“SLFRF”) program. The program ensures
that governments have the resources needed to:
Fight the pandemic and support families and businesses struggling
with its public health and economic impacts,
Maintain vital public services, even amid declines in revenue, and
Build a strong, resilient, and equitable recovery by making
investments that support long-term growth and opportunity.
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Of the approximately $6.1M from the City’s remaining balance of federal
ARPA stimulus funds, $1.5M would be available to establish a new city-
sponsored ARPA Community Grant program.
Grant funds are intended to advance equity, strengthen the economic
vitality of the city, and strengthen the quality of life for city residents.
Proposals must meet the objectives of the ARPA program and be aligned
with the City’s Long Term Goals and strategic priorities.
Grant program details:
Eligible applicants: 501(c)(3) nonprofit organizations & small
businesses, located in the city.
Grant funds to be used for costs incurred on or after March 3, 2021.
Grant Applications available 3/1/23. Application deadline
3/31/23. ARPA Community Grant Review Committee will rank
eligible applications and submit recommendations to the
Commission. Commission will review and make funding
decisions at the April 25th Commission meeting. Final
Commission recommendations announced by April 26th.
ARPA Community Grant Review Committee - one City
Commissioner, one representative from each of the (4) City
Commission Wards, and City Manager. Two representative(s) from
local Community Based Organizations will also be included to act in
an advisory role only.
Grant award range - $25,000 to 250,000. Fixed grant requested
amounts in the following increments only: $25,000, $50,000,
$75,000, $100,000, $150,000, $200,000 or $250,000.
Proposed projects must be obligated/contracted by 12/31/24, and
funds spent by 12/31/26.
Applicants awarded grant funds will enter into a contractual
agreement (SLFRF Beneficiary Agreement) with the city which
outlines general obligations and reporting requirements.
AMOUNT REQUESTED: $1,500,000
AMOUNT BUDGETED: $1,500,000
FUND OR ACCOUNT: 101-901-982-092112
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STAFF RECOMMENDATION: To authorize $1,500,000 from the City’s
allocation of American Rescue Plan Act (ARPA) federal stimulus funds to
create an ARPA Community Grant program.
Action No. 2023-33 - Main Motion
Motion by: Commissioner St.Clair
Second by: Commissioner Emory
To authorize $1,500,000 $1,600,000 from the City's allocation of American
Rescue Plan Act (ARPA) federal stimulus funds to create an ARPA
Community Grant Program, and to revisit unallocated ARPA funds as they
become available, before December 31, 2024. (As amended in the
following motions)
Ayes: (6): Mayor Johnson, Commissioner Gorman, Commissioner
St.Clair, Commissioner Hood, Vice Mayor German, and Commissioner
Emory
Absent (1): Commissioner Ramsey
MOTION PASSES (6 to 0)
Amendment:
Action No. 2023-33 Primary Amendment
Motion by: Vice Mayor German
Second by: Commissioner Hood
To amend the motion by increasing the ARPA Community Grant allocation
from $1,500,00 to $2,000,000 to $1,600,000 and to revisit unallocated
ARPA funds as they become available, before December 31, 2024. (As
amended in the following Amendment to the Amendment)
Ayes: (5): Mayor Johnson, Commissioner Gorman, Commissioner
St.Clair, Commissioner Hood, and Commissioner Emory
Nays: (1): Vice Mayor German
Absent (1): Commissioner Ramsey
MOTION PASSES (5 to 1)
Amendment:
Action No. 2023-33 Secondary Amendment
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Motion by: Commissioner St.Clair
Second by: Commissioner Emory
To amend the amendment and increase the amount of the ARPA
allocation from $1,500,00 to $1,600,000 instead of $2,000,000 and to
revisit unallocated ARPA funds as they become available, before
December 31, 2024.
Ayes: (5): Mayor Johnson, Commissioner Gorman, Commissioner
St.Clair, Commissioner Hood, and Commissioner Emory
Nays: (1): Vice Mayor German
Absent (1): Commissioner Ramsey
MOTION PASSES (5 to 1)
10. New Business
10.a Adelaide Pointe - First Addendum - City Manager - REMOVED PER
STAFF REQUEST
10.b Second Amendment to the Planned Unit Development at Adelaide
Pointe (1148 & 1204 W. Western Avenue) - Planning
Request to amend the final Planned Unit Development at 1148 & 1204 W
Western Ave (Adelaide Point).
Changes from the last approved plan include the following:
Condo building one (west waterfront side of development) rotated
slightly to avoid the bike trail.
Swimming pool from condo building one removed.
East basin boat launch removed. Boats will now be launched at the
Hartshorn launch ramp. It will remain open to the public and also be
used to launch boats from the proposed Hartshorn Village boat
storage building.
Boat condo structures (C6) combined into one building.
A motion to recommend approval of the PUD was approved by a 5-1 vote.
STAFF RECOMMENDATION: To approve the request to amend the final
Planned Unit Development at 1148 & 1204 W. Western Avenue (Adelaide
Pointe).
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Action No. 2023-34
Motion by: Commissioner St.Clair
Second by: Commissioner Gorman
To approve the request to amend the final Planned Unit Development at
1148 & 1204 W. Western Avenue (Adelaide Pointe).
Ayes: (5): Mayor Johnson, Commissioner Gorman, Commissioner
St.Clair, Commissioner Hood, and Commissioner Emory
Nays: (1): Vice Mayor German
Absent (1): Commissioner Ramsey
MOTION PASSES (5 to 1)
10.c Second Amendment to the Planned Unit Development at Hartshorn
Village (920, 1050, 1060, 1000 and 1010 W. Western Ave) - Planning
Request to amend the final Planned Unit Development at 920, 1050,
1060, 1000 and 1010 W Western Ave (Hartshorn Village).
Changes from the last approved plan include the following:
The next phase (Phase 2) of the single-family development has
been reduced in size to what is now indicated on the plans. An
additional 10 units (units 11-20) are proposed. With the reduced
scope of Phase 2, the existing access from W Western to the
parking area along the lake will remain. Development plans for the
remaining property west of the access drive is yet to be
determined. Once plans are finalized, the applicant will submit
plans outlining the details. The parking lot to the north of the bike
path, adjacent to the lake, will also remain. Previous plans depicted
this area as public green space.
For the west parcel adjacent to Adelaide Point a boat storage
facility will be constructed in the area previously approved for eight
single-family houses and a 17-unit condo building. The facility will
provide winter storage and short-term seasonal storage and
launching of boats for customers. Boats will need to be transported
over the bike path. The proposed bike path is planned to stay in
place, but it will be barricaded off when a boat is being launched.
There will be a new alternate bike path around the building for
when that happens. Please note that the Adelaide Point
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development is no longer planning on using their east basin to
launch boats. Boats from that development will also be using the
Hartshorn launch ramp as well as the general public.
The existing parking for Fricano’s Place will remain as it currently is
and the new parking to the west will be eliminated.
The Hartshorn Village Condominium will be amended and all
documents revised to convert the condominium from a traditional
condominium to a site condominium.
A motion to approve the PUD with conditions was approved by a 4-3 vote.
The conditions included:
Stormwater permit is issued by the City Engineering Department
10-inch concrete to be installed where forklift operates.
Bike path is elevated near the wetlands.
Future community (building) and pool location be removed.
That the gate from the large boat basin be removed.
These conditions have been met with updates to the site plan. The
stormwater permit is currently being amended.
STAFF RECOMMENDATION: To approve the request to amend the final
Planned Unit Development at 920, 1050, 1060, 1000 and 1010 W.
Western Avenue (Hartshorn Village) with the condition that a stormwater
permit is issued from the Engineering Department.
Action No. 2023-35
Motion by: Commissioner St.Clair
Second by: Commissioner Hood
To approve the request to amend the final Planned Unit Development at
920, 1050, 1060, 1000 and 1010 W. Western Avenue (Hartshorn Village)
with the conditions that a stormwater permit is issued from the
Engineering Department, a sidewalk be added, that the driveway from
Western Avenue to Hartshorn parking lot/launch ramp be publicly
accessible, and there is a 10 ft. setback and landscaping between the
boat storage building and the bike path.
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Ayes: (5): Mayor Johnson, Commissioner Gorman, Commissioner
St.Clair, Commissioner Hood, and Commissioner Emory
Nays: (1): Vice Mayor German
Absent (1): Commissioner Ramsey
MOTION PASSES (5 to 1)
11. Any Other Business
11.a Re: Adelaide Pointe Addendum
Mayor Johnson spoke regarding potentially placing the Adelaide Pointe
Addendum on the Legislative Policy Committee meeting agenda
Wednesday, February 22, 2023 at 5:30 - along with other items.
11.b Recognition of Black History Month
In recognition of Black History Month, Vice Mayor German spoke about
the events leading to the creation of the month long celebration. Vice
Mayor German also paid tribute to Frederick Douglass, an American
historical figure.
11.c Adelaide Pointe Public Forum
Mayor Johnson complimented staff on the public forum that was held at
City Hall on Thursday, February 2, 2023. The presentation as well as
FAQ's are on the city's website. He also encourages those with questions
to reach out to staff or the developer.
12. Public Comment on Non-Agenda items
Reminder: Individuals who would like to address the City Commission
shall do the following:
Fill out a request to speak form attached to the agenda or located in the
back of the room.
Submit the form to the City Clerk.
Be recognized by the Chair.
Step forward to the microphone.
State name and address.
Limit of 3 minutes to address the Commission
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(Speaker representing a group may be allowed 10 minutes if previously
registered with City Clerk.)
Public comments were received.
13. Closed Session
14. Adjournment
The City Commission meeting adjourned at 10:04 p.m.
_________________________
Respectfully Submitted,
Ann Marie Meisch, MMC - City Clerk
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Agenda Item Review Form
Muskegon City Commission
Commission Meeting Date: March 14, 2023 Title: Rules of the City
Commission
Submitted By: Ann Meisch Department: City Clerk
Brief Summary: To modify the Rules of the City Commission under E. Citizen Participation (2) and
remove the option for groups to be allowed to speak ten minutes.
Detailed Summary & Background: Additional opportunities have recently been provided to the
community to communicate at meetings including the ability to call in on meetings that are
televised live, the ability to watch a meeting by zoom for those not televised, and the addition of
community engagement forums.
Because of the increase in public participation, many residents wait beyond what can be
considered a reasonable timeframe to address the Commission.
The Legislative Committee advises the option for groups to speak ten minutes be eliminated and
allow all groups and citizens to speak up to three minutes so all those wishing to address the
Commission can do so in a timely manner.
Goal/Focus Area/Action Item Addressed:
Community Connection – Action item 20-22-3.3 Update and implement internal communication
policies.
Amount Requested: NA Amount Budgeted:
Fund(s) or Account(s): NA Fund(s) or Account(s):
Recommended Motion: To approve the revised Rules of the City Commission to eliminate the
option for groups to speak ten minutes
Approvals: Get approval from division head at a minimum prior Guest(s) Invited / Presenting
to sending to the Clerk.
Immediate Division Head Information Technology Yes
Other Division Heads Communication No
Legal Review
For City Clerk Use Only:
Commission Action:
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CONTENTS
RULES OF THE CITY COMMISSION
A. Regular & Special Meetings
B. Meeting Procedures
C. Closed Meetings
D. Voting & Discussion
E. Citizen Participation
F. Agenda
G. Consent Agenda
H. Recording of Meeting
I. Miscellaneous
J. Committee Assignments
K. Manager Evaluation Process
GUIDELINES FOR CONDUCT
A. Public Relations
B. City Commission Relations with City Staff
C. City Commission Relations with Appointed City Commissions and
Committees and Commission Member Representation to other Agencies and Groups
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RESOLUTION
A RESOLUTION OF THE CITY OF MUSKEGON ADOPTING RULES OF THE CITY COMMISSION FOR THE
CONDUCT OF COMMISSION MEETINGS AND A CODE OF CONDUCT.
BE IT RESOLVED by the City Commission of the City of Muskegon that said Commission does hereby adopt
certain rules of procedures and conduct as follows:
RULES OF THE CITY COMMISSION
A. REGULAR AND SPECIAL MEETINGS:
1. REGULAR MEETINGS
Regular meetings of the City Commission will be held on the second and fourth Tuesday
of each month beginning at 5:30 p.m., local prevailing time, at the City Hall, 933 Terrace
Street, Muskegon. Regular meetings may be rescheduled to other times by a vote of the
Commission.
2. SPECIAL MEETINGS
A special meeting may be called by the Mayor or any of two (2) or more members-of
Commission and upon at least eighteen (18) hours-notice to each member.
3. BUSINESS AT SPECIAL MEETINGS
No business shall be transacted at any special meeting of the Commission unless the same
has been stated in the required notice of such meeting.
4. STUDY SESSION MEETINGS
The Study Work Session meetings will be held on the Monday preceding the second
Tuesday of each month at 5:30 p.m. in City Hall, 933 Terrace Street.
5. REGULAR AND SPECIAL MEETING NOTICE (POSTING) REQUIREMENTS.
a) For regular meetings of the Commission, the Clerk shall post at the City Hall,
within three (3) days after the first meeting of the Commission in each calendar
year, a public notice stating the dates, times, and places of its regular meeting for
the year.
b) For a rescheduled regular or a special meeting, of the Commission, a public notice
stating the date, time, place and reason of the meeting shall be posted in City
Hall at least 18 hours before the meeting.
c) However, such notice, as described in 5a and b above, is not required for a
meeting of the Commission in emergency session in the event of a widespread
natural disaster or a severe and imminent threat to the health, safety or welfare
Packet Page 29
of the public when two-thirds of the members of the Commission determine
that delay would be detrimental to the City’s efforts in responding to the threat.
6. SHARING OF MEETING AGENDAS AND PACKETS
City Clerk shall upload every regular City Commission meeting packet to the city’s
website at least 84 hours prior to the start of the meeting. Additionally, upon written
request of an individual, organization, firm or corporation, and upon the requesting
party's payments of an annual fee of not more than the reasonable estimated cost for
printing and postage of such notices, the Clerk shall send to the requesting party by first
class mail a copy of regular meeting agendas. Upon written request, the Clerk shall
provide a copy of such notices of Meetings to any newspaper published in the City of
Muskegon and to any radio and television station located in Muskegon County free of
charge.
7. MINUTES OF REGULAR AND SPECIAL MEETINGS
a) A journal of the proceedings of each regular and special meeting will be kept in
the English language by the Clerk and shall be signed by the City Clerk, upon
approval of Commission.
b) Unapproved minutes of regular or special meetings will be available for public
inspection not more than eight business days after such meeting.
c) Approved minutes will be available for public inspection not later than five
business days after the meeting at which the minutes were approved.
B. MEETING PROCEDURES:
1. MEETINGS TO BE PUBLIC
All regular and special meetings of the City Commission shall be open to the public and
citizens shall have a reasonable opportunity to be heard under such rules and
regulations as the Commission may prescribe.
2. ORDER OF BUSINESS
An agenda for each Regular Commission meeting shall be prepared by the Mayor, City
Manager, or City Clerk in accordance with the following order of business:
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a. Call Meeting to Order/Welcome
b. Prayer
c. Pledge of Allegiance
d. Roll Call
e. Honors and Awards
f. Public Comment on Agenda Items
g. Consent Agenda
h. Public Hearings
i. Unfinished Business
j. New Business
k. Any Other Business
l. Public Comment on Non-Agenda Items
m. Adjournment
3. QUORUM
Four (4) members of the Commission in office at the time shall be a quorum for the
transaction of business.
4. PRESIDING OFFICER
The presiding officer shall be responsible for enforcing the Rules of the City Commission,
contained herein, as well as the Code of Conduct. The Mayor shall be the presiding officer
of the Commission. In the absence of or disability of the Mayor, the Vice-Mayor shall be
the presiding Officer of the Commission. In the absence or disability of both, the
Commission may designate another of its members to serve as presiding during such
absence or disability.
C. CLOSED MEETINGS:
1. PURPOSE
The City Commission may only meet in closed session for purposes defined in the Michigan
Open meetings Act as follows:
a) To consider the dismissal, suspension, or disciplining of, or to hear complaints or
charges brought against, a public officer, employee, staff member, or individual
agent, when the named person requests a closed hearing.
b) For strategy and negotiation sessions connected with the negotiation of a
collective bargaining agreement or related issues when either negotiating party
requests a closed herein
c) To consider the purchase or lease of real property up to the time an option to
purchase or lease that real property is obtained. This does not include the sale,
lease or other conveyance of City property to others.
d) To consult with its attorney regarding trial or settlement strategy in connection
with specific pending litigation, but only when an open meeting would have a
Packet Page 31
detrimental financial effect on the litigating or settlement position of the
Commission.
e) To review the specific •contents of an application for employment or
appointment to a public office when the candidate requests that the application
remain confidential. Ali interviews by a public body for employment or
appointment to a public office shall be held in an open meeting pursuant to this
act.
f) To consider material exempt from discussion or disclosure by state or federal
statute.
2. CALLING CLOSED SESSIONS:
A two-thirds roll call vote of the Commission members elected and serving shall be
required, except under Sections (a) and (b) above. The roll call vote shall be taken at an
open meeting and the purpose for calling the closed session shall be entered into the
minutes of the meeting at which the vote is taken.
3. MINUTES OF CLOSED MEETINGS
A separate set of minutes •shall be taken by the Clerk or the designated Secretary at the
closed session. These minutes will be retained by the Clerk of the Commission, shall not
be available to the public, and shall be disclosed if required by a civil action. These minutes
shall be kept for a period of one year from the date of the closed meeting.
4. CONFIDENTIALITY OF CLOSED MEETING INFORMATION
A City Commission member shall not divulge to an unauthorized person confidential
information discussed in an executive session in advance of the time prescribed for ifs
authorized release to the public by the City Commission. Commission members shall
honor the confidentiality of the debate, discussion, and preliminary action taken in
executive session, and be aware of the potential financial liability and/or harm- to the
reputation of the City by premature disclosure.
D. VOTING AND DISCUSSION:
1. ROLL CALL
In all call votes, the names of the members of the Commission shall be called. A vote
upon all ordinance enactments, rezoning issues, and liquor license requests shall be
taken by a roll call vote and entered upon the records.
2. RESULTS OF VOTING
In all cases where a vote is taken, the Chair or Clerk shall declare the result.
Packet Page 32
3. DUTY TO VOTE
Whenever a question is put before the Chair, every member shall vote, provided however,
that no member shall be required to vote if:
a) That member shall have a conflict of interest and shall state his/her conflict of
interest, or
b) That member shall state that he/she has inadequate information upon which to
base a reasonably informed vote and shall state the particulars of the
information desired before a reasonable informed vote can be cast.
Absence from a prior meeting shall not constitute the basis of the lack of
information referred to above
If a member is precluded from voting pursuant to a conflict of interest, that member shall
refrain from participating in the discussion on the issue.
4. CONDUCT OF DISCUSSION
The maker of the motion shall speak first, and the supporter of the motion shall speak
second. During Commission discussion and debate, no member shall speak until
recognized for the purpose by the Chair. After such recognition the member shall confine
discussion to the question at hand. Personal comments about other individuals should
be avoided. When addressing other members of the Commission they should be
addressed by title and/or last name but not by first name. No member should request to
speak a second time on a motion as long as another is requesting recognition to speak
for a first time. After every member of the Commission has had the opportunity to speak
on an item for the first time, the Mayor may ask if any member of the Commission would
like to make a motion to call the question. If a motion is made and seconded, debate
shall stop immediately and the Mayor will take a vote on the motion to call the question
by a show of hands; if 2/3 of the present Commissioners agree to end the debate, the
Clerk shall immediately take a roll call vote on the underlying motion. If the motion to
call the question fails to garner the support of 2/3 of the present Commissioners, debate
will continue; once every member has had an opportunity to speak on the item for a
second time, the Mayor may ask if any member of the Commission would like to make a
motion to call the question, and the process described above will repeat itself.
5. COMMISSION MEMBER REQUESTS FOR POSTPONEMENTS
Requests for postponements on agenda items from members of Commission requires
approval by a majority of Commission present.
6. RULES OF PARLIAMENTARY PROCEDURE
The rules of parliamentary practice as contained in Robert's Rules of Order, most recent
edition, shall govern the Commission in all cases to which they are applicable, provided
they are not in conflict with these Rules or with the Ordinances and Charter of the. City
of Muskegon.
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7. RECONSIDERATION OF MOTIONS
When a question has been decided, it shall be in order for any Commission member who
voted on the prevailing side of the question to move the reconsideration at the same
meeting or at the next regularly scheduled meeting provided no action has been taken as
a result of the previous vote.
8. GENERAL CONSENSUS
General consent or consensus may be used to give direction and the minutes should
indicate that a majority consented.
E. CITIZEN PARTICIPATION:
1. GENERAL
Each Commission meeting agenda shall provide for reserve time for audience
participation, as requested
2. REQUESTS TO SPEAK, LENGTH OF PRESENTATION - PUBLIC HEARINGS AND PARTICIPATION
Members of the public at the meeting shall not speak unless recognized by the chair.
Members of the public shall be limited to speaking for a maximum of three (3) minutes
during any public hearing or public comment. A person representing a group and
3. PERSONS ADDRESSING THE COMMISSION
Prior to addressing Commission, members of the public shall step up to the
microphone/podium and state their name and address. and, if appropriate, group
affiliation. The Commission may in its discretion limit public comments to new
information or matters not fully addressed at any previous meeting regarding the agenda
item at issue.
4. REQUESTS TO SPEAK ON AN AGENDA ITEM
Prior to the start of the meeting, any member of the public may submit a written request
form to the City Clerk requesting to speak on an agenda item. All written requests will
be honored under the Item F – Public Comment on Agenda Items. All comments shall be
directed to the Mayor; Commissioners shall not engage in dialogue, debate, or
negotiation with commenters.
5. REQUESTS TO SPEAK DURING PUBLIC PARTICIPATION.
a. Any person who wishes to speak on a subject not on the printed agenda
may speak at this time. All rules of conduct still apply.
b. Candidates or any person(s) working for a candidate shall not be allowed
to use public participation time for campaigning.
6. DISORDERLY CONDUCT AT MEETINGS.
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Persons addressing the Commission shall make responsible comments and shall refrain
from making personal, impertinent, slanderous or profane remarks. The Chairperson may
call to order any person who is being disorderly by speaking when not recognized by the
chair or otherwise disrupting the proceeding by failing to be germane, by speaking longer
than the allotted time, or by speaking vulgarities. Such persons shall thereupon be seated
until the Chair shall have determined whether the person is in order. If a person so engaged
in presentation shall be called out of order, he or she shall not be permitted to speak at the
same meeting, except upon special leave by the Commission. If the person shall continue
to be disorderly and disrupt the meeting, the chair may order the Police Department to
remove the person from the meeting.
F. AGENDA:
1. PREPARATION
The City Manager and City Clerk shall prepare an agenda for each regular or special
meeting of the City Commission. The deadline for submitting items for Commission
agenda is 4:00 p.m. on the Tuesday preceding the Tuesday of the Commission meeting
to the City Clerk. Agenda items from Commission members should be submitted in
writing by this same time to the City Manager. Requested items will appear on a meeting
agenda within three meetings after request is made.
2. DISTRIBUTION
Agendas, ordinances and all related background material will be delivered to City
Commission members, via email, the Thursday before the scheduled regular meeting,
or at least 12 hours before a scheduled special meeting.
3. AGENDA MATERIAL
Department Heads and all others shall submit written requests for inclusion on the
agenda to the City Clerk with necessary supporting data. Written presentations shall be
submitted by 4:00 p.m. on the Tuesday preceding the Tuesday Commission meeting for
circulation with agendas. Agenda requests could be delayed to a later meeting if related
information is not received by the City Clerk in a timely manner.
G. CONSENT AGENDA:
1. PURPOSE.
Consent agenda will be used to allow the City Commission to act one many items at one
time.
2. AGENDA ITEMS.
A consent agenda will be developed by the City Clerk and/or City Manager prior to the
regular meeting items. Any action items not requiring a formal public hearing may be
included in the Consent Agenda. Any member of the Commission may request that an
item be removed from the consent agenda and placed on the regular agenda for
discussion.
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H. RECORDING OF COMMISSION MEETINGS:
1. MEETINGS MAY BE RECORDED
All regular or special meetings of the City Commission may be recorded through the use
of audio/visual electronic devices. Such recordings will be under the control and
supervision of the City Clerk. The City Clerk shall provide each member of the City
Commission with a copy of the audio file from each Worksession meeting.
2. RETENTION OF RECORDS
Any recordings from Commission meetings may be retained by the City Clerk until the
meeting minutes are approved. Any recordings from Worksession meetings shall be
retained for a period of two (2) years from the date of the meeting.
I. MISCELLANEOUS:
1. AMENDMENTS TO RULES
The rules of the City Commission may be altered or amended by a majority vote of two-
thirds of the entire Commission.
2. SUSPENSION OF RULES
The rules of the City Commission may be suspended for good cause for a specified portion
of a meeting by a two-thirds majority of the entire Commission.
3. CONTROLLING AUTHORITY
These rules shall control, unless preempted by City Charter, State laws or the Court.
4. REVIEW OF CONSULTANTS
City Commission shall make an annual internal evaluation of consultants at the time of
review of the City budget to determine if the services being provided are satisfactory and
if judged to be inappropriate, will move to proceed with establishing a more formal
review process.
5. RESOLUTIONS OF RECOGNITION
Requests for resolutions will be made and acted on at the Community Relations
Committee Meeting. All Commissioners will sign resolutions voted on and approved. As
Mayor, the Mayor can sign any other resolutions.
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J COMMITTEE ASSIGNMENTS
1. ASSIGNMENTS
The Mayor may assign Commission members to any committee as is deemed necessary,
with approval of the City Commission.
2. RESPONSIBILITIES
Commission member's responsibilities as committee members will be generally limited
to policy and not the administration of a department or appointed organization.
K. CITY MANAGER EVALUATION PROCESS
The City Manager will be evaluated by the members of the City Commission before July 1st each year.
Forms and materials will be sent out by the City Clerk and all completed forms will be returned to the
City Clerk for compiling. A report will be generated by the City Clerk with the results of the evaluations.
A meeting with the City Manager and City Commissioners will be scheduled to review the evaluations.
L. ITEMS REQUIRING CITY COMMISSION APPROVAL
The City Commission authorizes the City Clerk, City Manager, and Department Heads to exercise
discretion when determining which items require formal City Commission approval and must be
included on a City Commission Agenda. Regardless of such discretion, the following items must be
presented to the City Commission for formal action:
1. All items in which City Charter, State, or Federal rules/regulations require legislative body
approval.
2. The annual operating budget and amendments thereto.
3. All formal City Commission policies and procedures and amendments thereto.
4. All Ordinances and amendments thereto.
5. All purchases over $15,000 for which an appropriation has been not previously established as
part of the adopted or amended annual budget.
6. The purchase or sale of real property.
7. Borrowing of funds.
8. All formal agreements between the City and another party that extend beyond one year in
duration or result in expenses to the City in excess of $25,000 annually.
Adopted 8/27/193/14/2023
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Agenda Item Review Form
Muskegon City Commission
Commission Meeting Date: March 14, 2023 Title: Sale of 363 McLaughlin
Avenue
Submitted By: LeighAnn Mikesell Department: City Manager’s
Office
Brief Summary: Staff is requesting approval of a purchase agreement for 363 McLaughlin Avenue.
Detailed Summary & Background:
363 McLaughlin Avenue was constructed through the agreement with Dave Dusendang to
construct infill housing with ARPA funding. The offer is for $10,000 over the full listing price with
$10,000 in seller concessions. The offer also includes costs to cover additional appliances and air
conditioning.
Goal/Focus Area/Action Item Addressed:
Create an environment that effectively attracts new residents and retains existing residents by
filling existing employment gaps, attracting new and diverse businesses to the city, and expanding
access to a variety of high-quality housing options in Muskegon. Diverse housing types
Amount Requested: N/A Amount Budgeted: N/A
Fund(s) or Account(s): Fund(s) or Account(s):
Recommended Motion: to approve the purchase agreement for 363 McLaughlin Avenue.
Approvals: Guest(s) Invited / Presenting
Immediate Division Head Information Technology
Other Division Heads Communication Yes
Legal Review No
For City Clerk Use Only:
Commission Action:
Packet Page 38
February 20, 2023
D’Angelo Seals
2828 7th St
Muskegon Heights, MI 49444
RE: Pre-Approval Letter
Thank you for choosing Revolution Mortgage to assist you in the financing of your home purchase. This letter is to
advise you that your loan application has been PRE-APPROVED based upon the following terms:
Loan Type: FHA Property Type: Single Family
Closing Date: 03/17/2023 or sooner Property Address: 2362 Greenwood St
Muskegon, MI 49441
Please understand this is a pre-approval letter, your completed application must still go through final underwriting by
Revolution Mortgage. Once the property appraisal and any outstanding documentation are received, an underwriter
employed by Revolution Mortgage will review the provided information. This loan is also subject to any additional
conditions which the underwriter might require, including an acceptable appraisal and title commitment. A credit
report has been prepared and reviewed by the lender and the loan has been run through an automated underwriting
system prior to issuing this letter.
If you need anything further, please let me know.
Sincerely,
Yvonne Manus
Loan Officer
NMLS # 2273983
[email protected]
Revolution Mortgage
616.560.9596
14998 Cleveland St, Unit F
Spring Lake, MI 49456
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Please read and have buyer/s sign. Attach with offer.
Paragraph 8- Seller will provide a quit claim deed vs a warranty deed.
Builder one year warranty starts from day of Certificate of Occupancy.
Buyer shall bring dwelling unit into compliance with the following per the city’s Zoning Ordinance:
Each dwelling unit shall have an approved established vegetative ground cover, native to the immediate
area within 600 feet, no less than 12 months after occupancy. Approval shall be given by zoning staff of
the Planning Department as part of the initial residential site plan review. A minimum of one shade tree,
two and one-half inches (2.5") in diameter, four feet (4') from the ground or one six foot (6') evergreen
tree shall be provided. Existing landscaping may be accepted in lieu of this requirement. Buyer shall be
responsible to water and maintain vegetation.
D'Angelo K Seals
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__________________________________________
C2JK-WCRM-PDFA-ETZV
Buyer
__________________________________________
Buyer
Mariana Murillo VanDam
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02/28/23 5:44 PM EST
ZVOP-FZZH-QFPN-IA01
__________________________________________
Buyer’s Agent
LeighAnn Mikesell
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_______________________________________
03/01/23 9:34 AM EST
OM7E-SZUE-MPBP-PIGK
LeighAnn Mikesell
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WEST MICHIGAN REGIONAL PURCHASE AGREEMENT
# 1
DATE: 02/26/2023 , 6pm (time) MLS # new
SELLING OFFICE: West Urban Realty BROKER LIC.#: 6505429509 REALTOR® PHONE: 616-366-2459
LISTING OFFICE: West Urban Realty REALTOR® PHONE: 616-366-2459
1. Effective Date: This Agreement is effective on the date of Seller's acceptance of Buyer's offer or Buyer's acceptance of any
counteroffer, as the case may be, and this date shall hereafter be referred to as the "Effective Date". Further, any reference to "days"
in this Agreement refers to calendar days. The first calendar day begins at 12:01 a.m. on the day after the Effective Date. Any reference
to "time" refers to local time.
2. Agency Disclosure: The Undersigned Buyer and Seller each acknowledge that they have read and signed the Disclosure Regarding
Real Estate Agency Relationships. The selling licensee is acting as (choose one):
Agent/Subagent of Seller Buyer’s Agent Dual Agent (with written, informed consent of both Buyer and Seller)
Transaction Coordinator
Primary Selling Agent Name: Mariana Murillo VanDam Email: [email protected] Lic.#: 6506015435
Alternate Selling Agent Name: Email: Lic.#:
3. Seller’s Disclosure Statement: (This paragraph applies to sales of one-to-four family residential units.)
Buyer has received the Seller’s Disclosure Statement, dated .
Buyer has not received the Seller’s Disclosure Statement. Buyer may terminate this Agreement, in writing, any time prior to receipt
of the Seller’s Disclosure Statement. Once Buyer has received the Seller’s Disclosure Statement, Buyer may terminate this
Agreement, in writing, within 72 hours of receipt if the disclosure was received in person, or within 120 hours if received by
registered mail. Exceptions: New Construction. Home Warranty
Seller is exempt from the requirements of the Seller Disclosure Act.
4. Lead-Based Paint Addendum: Transactions involving homes built prior to 1978 require a written disclosure which is hereby attached
and will be an integral part of this Agreement.
5. Property Description: Buyer offers to buy the property located in the City Village Township of Muskegon ,
County of Muskegon County , Michigan, commonly known as (insert mailing address: street/city/state/zip code)
363 McLaughlin Avenue, Muskegon, MI 494
with the following legal description and tax parcel ID numbers:
DIST:24 SUBD:CITY OF MUSKEGON REVISED PLAT (OF 1903) SEC/TWN/RNG/MER:SEC 05 TWN 9N RNG 17W CITY OF MUSKEGON REVISED PLAT
OF 1903 BLK 263 LOT 11
PP# 61-24-205-263-0011-00 .
The following paragraph applies only if the Premises include unplatted land:
Seller agrees to grant Buyer at closing the right to make (insert number) na division(s) under Section 108(2), (3), and
(4) of the Michigan Land Division Act. (If no number is inserted, the right to make divisions under the sections referenced above stays
with any remainder of the parent parcel retained by Seller. If a number is inserted, Seller retains all available divisions in excess of the
number stated; however, Seller and/or REALTOR® do not warrant that the number of divisions stated is actually available.) If this sale
will create a new division, Seller’s obligations under this Agreement are contingent on Seller’s receipt of municipal approval on or
before , of the proposed division to create the Premises.
6. Purchase Price: Buyer offers to buy the Property for the sum of $ 185,943.00
one hundred eighty-five thousand nine hundred forty-three U.S. Dollars
7. Seller Concessions, if any: $10,000
8. Terms: The Terms of Purchase will be as indicated by “X” below: (Other unmarked terms of purchase do not apply.)
SOURCE OF FUNDS TO CLOSE: Buyer represents that the funds necessary to close this transaction on the terms specified below
are currently available to Buyer in cash or an equally liquid equivalent.
If the Property’s value stated in an appraisal obtained by Buyer or Buyer’s lender is less than the Purchase Price, Buyer shall within
three (3) days after receipt of the appraisal: 1) renegotiate with the Seller, 2) terminate the transaction, in which case Buyer shall
receive a refund of Buyer’s Earnest Money Deposit, or 3) proceed to close the transaction at the agreed Purchase Price.
CASH. The full Purchase Price upon execution and delivery of Warranty Deed. Buyer Agrees to provide Buyer Agent/Dual Agent
verification of funds within five (5) days after the Effective Date, and consents to the disclosure of such information to Seller and/or
Seller’s Agent. If verification of funds is not received within 5 days after the Effective Date, Seller may terminate this Agreement
at any time before verification of funds is received by giving written notice to Buyer. Any appraisal required by Buyer shall be
arranged and paid for by Buyer within ten (10) days after the Effective Date of this Agreement.
NEW MORTGAGE. The full Purchase Price upon execution and delivery of Warranty Deed, contingent upon Buyer’s ability to
obtain a FHA type 30 (year) mortgage in the amount of 96.5 % of the Purchase Price
bearing interest at a rate not to exceed % per annum (rate at time of loan application), on or before the date the sale is
to be closed. Buyer agrees to apply for a mortgage loan, and pay all fees and costs customarily charged by Buyer’s lender to
process the application, within days after the Effective Date, not to impair Buyers’ credit after the date such loan if
offered. Seller Buyer will agree to pay an amount not to exceed $ na representing repairs required as a
condition of financing. Buyer agrees does not agree to authorize Buyer’s Agent/Dual Agent to obtain information from
©Copyright, West Michigan REALTOR® Associations
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Buyer’s lender regarding Buyer’s financing, and consents to the disclosure of this information to Seller and/or Seller’s Agent.
Exceptions:
SELLER FINANCING (choose one of the following): CONTRACT or PURCHASE MONEY MORTGAGE
In the case of Seller financing, Buyer agrees to provide Seller with a credit report within 72 hours after the Effective Date. If the
credit report is unacceptable to Seller, Seller shall have the right to terminate this offer within 48 hours of Seller’s receipt, or if
Buyer fails to provide said credit report to Seller within the time frame allotted, Seller shall have the right to terminate this offer
within 48 hours. Seller is advised to seek professional advice regarding the credit report.
$ upon execution and delivery of a
form (name or type of form and revision date), a copy of which is attached, wherein the balance of $
will be payable in monthly installments of $ or more including interest at % per annum,
interest to start on date of closing, and first payment to become due thirty (30) days after date of closing. The entire unpaid balance
will become due and payable months after closing. Any appraisal required by Buyer shall be arranged and
paid for by Buyer within ten (10) days after the Effective Date of this Agreement. Exceptions:
EQUITY (choose one of the following): Formal Assumption or Informal Assumption
Upon execution and delivery of: Warranty Deed subject to existing mortgage OR Assignment of Vendee Interest
in Land Contract, Buyer to pay the difference (approximately $ ) between the Purchase Price above
provided and the unpaid balance (approximately $ ) upon said mortgage or land contract, which Buyer
agrees to assume and pay. Buyer agrees to reimburse Seller for accumulated funds held in escrow, if any, for payment of future
taxes and insurance premiums, etc. Any appraisal required by Buyer shall be arranged and paid for by Buyer within ten
(10) days after the Effective Date of this Agreement. Exceptions:
OTHER:
9. Contingencies: Buyer’s obligation to consummate this transaction (choose one):
IS NOT CONTINGENT - is not contingent upon the sale or exchange of any other property by Buyer.
IS CONTINGENT UPON CLOSING - is contingent upon closing of an existing sale or exchange of Buyer’s property located at:
A copy of Buyer’s agreement to sell or exchange that property is being delivered to Seller along with this offer. If the existing sale
or exchange terminates for any reason, Buyer will immediately notify Seller, and either party may terminate this Agreement in
writing, within 3 days of Buyer’s notice to Seller. If either party terminates, Buyer shall receive a refund of any applicable Earnest
Money Deposit.
IS CONTINGENT UPON THE SALE AND CLOSING - is contingent upon the execution of a binding agreement and the closing
of a sale or exchange of Buyer’s property located at
on or before . Seller will have the right to continue to
market Seller’s Property until Buyer enters into a binding agreement to sell or exchange Buyer’s property and delivers a copy
thereof to Seller. During such marketing period, Seller may enter into a binding contract for sale to another purchaser on such
price and terms as the Seller deems appropriate. In such event, this Agreement will automatically terminate, Buyer will be notified
promptly, and Buyer’s Earnest Money Deposit will be refunded. Exceptions:
10. Fixtures & Improvements: The following is not intended to be an all-inclusive list of items included with the Property. All
improvements and appurtenances are included in the Purchase Price, if now in or on the Property, unless rented, including the
following: all buildings; landscaping; attached smart home devices; attached security systems; lighting fixtures and their shades and
bulbs; ceiling fans; hardware for draperies and curtains; window shades and blinds; built-in kitchen appliances, including garbage
disposal and drop-in ranges; wall to wall carpeting, if attached; all attached mirrors; all attached TV mounting brackets; all attached
shelving; attached work benches; stationary laundry tubs; water softener; water heater; incinerator; sump pump; water pump and
pressure tank; heating and air conditioning equipment (window units excluded); attached humidifiers; heating units, including add-on
heating stoves and heating stoves connected by flue pipe; fireplace screens, inserts, and grates; fireplace doors, if attached; liquid
heating and cooking fuel tanks; TV antenna and complete rotor equipment; satellite dish and necessary accessories and complete
rotor equipment; all support equipment for inground pools; screens and storm windows and doors; awnings; installed basketball
backboard, pole and goal; mailbox; flagpole(s); fencing, invisible inground fencing and all related equipment, including collars;
detached storage buildings; underground sprinkling, including the pump; installed outdoor grills; all plantings and bulbs; garage door
opener and control(s); and any and all items and fixtures permanently affixed to the Property; and also includes:
All Appliances, Washer and Dryer, AC
but does not include:
355 McLaughlin Avenue, Muskegon, MI 49442 02/26/2023 6pm
Subject Property Address/Description Date Time
©Copyright, West Michigan REALTOR® Associations
Revision Date 1/2023 DKS Buyer’s Initials LM Seller’s Initials
02/27/23 02/28/23
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11. Heating and Cooking Fuels: Liquid heating and cooking fuels in tanks are included in the sale and will transfer to Buyer at time of
possession unless usage is metered (in which case it is not included in the sale). Sellers are responsible for maintaining heating and
cooking liquid fuels at an operational level and shall not permit fuels to fall below 10% in the tank(s) at the time of possession, except
that the tank(s) may be empty only if now empty. Further, Seller is precluded from removing fuel from tank(s) other than what is
expended through normal use. Exceptions:
12. Assessments (choose one):
If the Property is subject to any assessments,
Seller shall pay the entire balance of any such assessments that are due and payable on or before the day of closing (regardless
of any installment arrangements), except for any fees that are required to connect to public utilities.
Seller shall pay all installments of such assessments that become due and payable on or before day of closing. Buyer shall assume
and pay all other installments of such assessments.
Seller has an ongoing obligation through the Closing to disclose to the Buyer any known pending assessments, including, but not limited
to, any mandatory utility connection requirements, and/or benefit charges, and condominium special assessments, that have not been
previously disclosed in writing to Buyer.
13. Property Taxes: Seller will be responsible for any taxes billed prior to those addressed below. Buyer will be responsible for all taxes
billed after those addressed below.
Buyer is also advised that the state equalized value of the Property, principal residence exemption information and other real property
tax information is available from the appropriate local assessor’s office. Buyer should not assume that Buyer’s future tax bills on the
Property will be the same as Seller’s present tax bills. Under Michigan law, real property tax obligations can change significantly when
property is transferred.
No proration. (Choose one):
Buyer Seller will pay taxes billed summer (year);
Buyer Seller will pay taxes billed winter (year);
Calendar Year Proration (all taxes billed or to be billed in the year of the closing). Calendar year tax levies will be estimated, if
necessary, using the taxable value and the millage rate(s) in effect on the day of closing, broken down to a per diem tax payment
and prorated to the date of closing with Seller paying for January 1 through the day before closing.
Fiscal Year Proration - Taxes will be prorated as though they are paid in (choose one): advance. arrears.
Fiscal Year will be assumed to cover a 12-month period from date billed, and taxes will be prorated to the date of closing. Fiscal
year tax levies will be estimated, if necessary, using the taxable value and millage rate(s) in effect on the day of closing, broken
down to a per diem tax payment and prorated to the date of closing with Seller paying through the day before closing. Exceptions:
14. Well/Septic: Within ten (10) days after the Effective Date, (choose one) Seller or Buyer will arrange for, at their own expense,
an inspection of the primary well used for human consumption (including a water quality test for coliform bacteria and nitrates) and
septic systems in use on the Property. The inspection will be performed by a qualified inspector in a manner that meets county (or
other local governmental authority, if applicable) protocol.
If any report discloses a condition unsatisfactory to Buyer, or doesn’t meet county standards that are a condition of sale, Buyer may,
within three (3) days after Buyer has received the report, by written notice to Seller, either terminate this Agreement and receive a
refund of Buyer’s Earnest Money Deposit, or make a written proposal to Seller to correct those unsatisfactory conditions. If Buyer fails
to make a written proposal within the above referenced time period, then Buyer will be deemed to have accepted the well/septic as-is.
Seller will respond in writing within three (3) days to Buyer’s request. If Seller fails to respond or to arrive at a mutually agreeable
resolution within three (3) days after Seller’s receipt of Buyer’s proposal, Buyer will have three (3) days to provide written notice of
termination of this Agreement and receive a refund of any applicable Earnest Money Deposit. If Buyer fails to terminate the contract,
Buyer will proceed to closing according to the terms and conditions of this Agreement.
Other:
15. Inspections & Investigations:
Inspections: Buyer, or someone selected by Buyer, has the right to inspect the buildings, premises, components and systems, at
Buyer’s expense. Any damage, misuse, abuse, or neglect of any portion of the Property or premises as a result of inspections will be
DKS Buyer’s responsibility and expense.
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dotloop verified Investigations: It is Buyer’s responsibility to investigate (i) whether the Property complies with applicable codes and local ordinances
and whether the Property is zoned for Buyer’s intended use; (ii) whether Buyer can obtain a homeowner’s insurance policy for the
Property at price and terms acceptable to Buyer; (iii) and whether or not the Property is in a flood zone.
All inspections and investigations will be completed within ____ days after the Effective Date. If the results of Buyer’s inspections and
investigations are not acceptable to Buyer, Buyer may, within the above referenced period, either (a) terminate this Agreement by
written notice to Seller and receive a refund of Buyer’s Earnest Money Deposit, or (b) make a written proposal to Seller to correct those
unsatisfactory conditions, which proposal must be in the form of a proposed addendum and must be signed by Buyer in order for it to
be effective. If Buyer fails to make a written proposal within the above referenced time period, then Buyer will be deemed to have
355 McLaughlin Avenue, Muskegon, MI 49442 02/26/2023 6pm
Subject Property Address/Description Date Time
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accepted the Property as-is. Seller may negotiate with Buyer, or by written notice to Buyer, accept Buyer’s proposal or terminate this
Agreement. If Seller fails to respond, or to arrive at a mutually agreeable resolution within three (3) days after Seller’s receipt of
Buyer’s proposal, Buyer shall have three (3) days to provide written notice of termination of this Agreement and receive a refund of
any applicable Earnest Money Deposit. If Buyer fails to terminate this Agreement within said three (3) day period, Buyer will be deemed
to accept the Inspections & Investigations and will proceed to closing according to the terms and conditions of this Agreement.
Buyer has waived all rights under this Inspections & Investigations paragraph.
Exceptions:
16. Municipal Compliances: Seller will arrange and pay for current certificates of occupancy, sidewalk compliance, and smoke detector
ordinances, if applicable.
17. Title Insurance: Seller agrees to convey marketable title to the Property subject to conditions, limitations, reservation of oil, gas and
other mineral rights, existing zoning ordinances, and building and use restrictions and easements of record. An expanded coverage
ALTA Homeowner’s Policy of Title Insurance in the amount of the Purchase Price shall be ordered by Seller and furnished to Buyer at
Seller’s expense, and a commitment to issue a policy insuring marketable title vested in Buyer, including a real estate tax status
report, will be made available to Buyer within ten (10) days after the Effective Date. If Buyer so chooses, or if an expanded policy is
not applicable, then a standard ALTA Owners’ Policy of Title Insurance shall be provided.
If Buyer objects to any conditions, Buyer may, within three (3) days of receipt of the Title Commitment, by written notice to Seller,
either terminate this Agreement and receive a refund of Buyer’s Earnest Money Deposit, or make a written proposal to Seller to correct
those unsatisfactory conditions. If Buyer fails to make a written proposal within the above referenced time period, then Buyer will be
deemed to have accepted the Title Commitment as-is. Seller may negotiate with Buyer, or by written notice to Buyer, accept Buyer’s
proposal or terminate this Agreement. If Seller fails to respond, or to arrive at a mutually agreeable resolution within three (3) days
after Seller’s receipt of Buyer’s proposal, Buyer shall have three (3) days to provide written notice of termination of this Agreement and
shall receive a refund of any applicable Earnest Money Deposit. If Buyer fails to terminate this Agreement within said three (3) day
period, Buyer will be deemed to accept the Title Commitment as-is and will proceed to closing according to the terms and conditions
of this Agreement. Exceptions:
Seller will use Transnation Title
18. Property Survey: Broker advises that Buyer should have a survey performed to satisfy Buyer as to the boundaries of the Property
and the location of improvements thereon.
Buyer or Seller (choose one) shall within ten (10) days of the Effective Date, order, at their expense, a boundary survey with iron
corner stakes showing the location of the boundaries, improvements and easements in connection with the Property. Upon receipt of
the survey, Buyer will have three (3) days to review the survey. If the survey shows any condition, in Buyer’s sole discretion, which
would interfere with Buyer’s intended use of the Property, the marketability of the title, or zoning non-compliance, then Buyer may,
within said three (3) day period, terminate this Agreement, in writing, and Buyer will receive a full refund of Buyer’s Earnest Money
Deposit.
No survey. Buyer has waived all rights under this paragraph.
When closing occurs, Buyer shall be deemed to have accepted the boundaries of the Property and the location of such improvements
thereon. Exceptions:
Existing survey from builder
19. Home Protection Plan: Buyer and Seller have been informed that home protection plans may be available. Such plans may provide
additional protection and benefit to the parties. Exceptions:
Home warranty from Builder
20. Prorations: Rent; association dues/fees, if any; insurance, if assigned; interest on any existing land contract, mortgage or lien
assumed by Buyer; will all be adjusted to the date of closing. For the purposes of calculating prorations, it is presumed that Seller
owns the Property through the day before closing.
21. Closing: If agreeable to Buyer and Seller, the sale will be closed as soon as closing documents are ready, but not later than
02/24/2023 . An additional period of fifteen (15) days will be allowed for closing to accommodate the correction of
title defects or survey problems which can be readily corrected, or for delays in obtaining any lender required inspections/repairs. During
this additional period, the closing will be held within 5 days after all parties have been notified that all necessary documents have been
prepared. Buyer and Seller will each pay their title company closing fee, if applicable, except in the case of VA financing where Seller
will pay the entire closing fee. Exceptions:
22. Pre-Closing Walk-Through: Buyer (choose one) reserves waives the right to conduct a final walk-through of the
Property within three (3) days of the scheduled closing date. The purpose of the walk-through is to determine that the Property is in
a substantially similar condition as of the Effective Date, any contractually agreed upon items have been fulfilled, and that any included
personal property is still located at the Property. Buyer shall immediately report to Seller any objections to these conditions and Buyer’s
requested corrective action.
23. Possession: Seller will maintain the Property in its present condition until the completion of the closing of the sale. Possession to be
delivered to Buyer, subject to rights of present tenants, if any.
At the completion of the closing of the sale.
At a.m. p.m. on the day after completion of the closing of the sale, during which time Seller
355 McLaughlin Avenue, Muskegon, MI 49442 02/26/2023 6pm
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will have the privilege to occupy the Property and hereby agrees to pay Buyer $ as an occupancy
fee for this period payable at closing, WITHOUT PRORATION. Payment shall be made in the form of cash or certified funds.
If Seller fails to deliver possession to Buyer on the agreed date, Seller shall become a tenant at sufferance and shall pay to Buyer as
liquidated damages $ per day plus all of the Buyer’s actual reasonable attorney's fees incurred in removing the Seller
from the Property.
If Seller occupies the Property after closing, Seller will pay all utilities during such occupancy. Buyer will maintain the structure and
mechanical systems at the Property. However, any repairs or replacements necessitated by Seller’s misuse, abuse, or neglect of any
portion of the Property will be Seller’s responsibility and expense.
On the agreed delivery date, Seller shall deliver the Property free of trash and debris and in broom-clean condition, shall remove all
personal property (unless otherwise stated in this or an additional written agreement), shall make arrangements for final payment on
all utilities, and shall deliver all keys to Buyer. Exceptions:
24. Earnest Money Deposit: For valuable consideration, Buyer gives Seller until 6pm (time) on
02/28/2023 (date), to deliver the written acceptance of this offer and agrees that this offer, when accepted by
Seller, will constitute a binding Agreement between Buyer and Seller. An Earnest Money Deposit in the amount of $ $1000
shall be submitted to Transnation Title (insert name of broker, title
company, other) within 72 hours of the Effective Date of this Agreement, and shall be applied against the Purchase Price. If the Earnest
Money Deposit is not received within 72 hours of the Effective Date or is returned for insufficient funds, Seller may terminate this
Agreement until such time as the Earnest Money Deposit is received. If Seller terminates this Agreement under this provision, Seller
waives any claim to the Earnest Money Deposit. If the sale is not closed due to a failure to satisfy a contingency for a reason other
than the fault of Buyer, the Earnest Money Deposit shall be refunded to Buyer. If the sale is not closed as provided in this Agreement
and Buyer and Seller do not agree to the disposition of the Earnest Money Deposit, then Buyer and Seller agree that the Broker holding
the Earnest Money Deposit may notify Buyer and Seller, in writing, of Broker’s intended disposition of the Earnest Money Deposit. If
Buyer and Seller do not object to such disposition in writing within fifteen (15) days after the date of Broker’s notice, they will be deemed
to have agreed to Broker’s proposed disposition; if either Buyer or Seller object and no mutually agreeable disposition can be
negotiated, Broker may deposit the funds by interpleader with a court of proper jurisdiction or await further actions by Buyer and Seller.
In the event of litigation involving the deposit, in whole or in part, either the Seller or the Buyer that is not the prevailing party, as
determined by the court, will reimburse the other for reasonable attorneys’ fees and expenses incurred in connection with the litigation,
and will reimburse the Broker for any reasonable attorneys’ fees and expenses incurred in connection with any interpleader action
instituted. If the entity holding the Earnest Money Deposit is not the Broker, then to the extent that the terms of any escrow agreement
conflict with this paragraph, then the terms and conditions of the escrow agreement shall control.
25. Professional Advice: Broker hereby advises Buyer and Seller to seek legal, tax, environmental and other appropriate professional
advice relating to this transaction. Broker does not make any representations or warranties with respect to the advisability of, or the
legal effect of this transaction. Buyer further acknowledges that REALTOR® above named in the Agreement hereby recommends to
DKS Buyer that an attorney be retained by Buyer to pass upon the marketability of the title and to ascertain that the required details of the
02/27/23
3:23 AM EST sale are adhered to before the transaction is consummated. Buyer agrees that Buyer is not relying on any representation or statement
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made by Seller or any real estate salesperson (whether intentionally or negligently) regarding any aspect of the Property or this sale
transaction, except as may be expressly set forth in this Agreement, a written amendment to this Agreement, or a disclosure statement
separately signed by Seller.
26. Disclosure of Information: Buyer and Seller acknowledge and agree that the Purchase Price, terms, and other details with respect
to this transaction (when closed) are not confidential, will be disclosed to REALTORS® who participate in the applicable Multiple Listing
Service, and may otherwise be used and/or published by that Multiple Listing Service in the ordinary course of its business.
27. Other Provisions:
28. Mergers and Integrations: This Agreement is the final expression of the complete agreement of Buyer and Seller, and there are no
oral agreements existing between Buyer and Seller relating to this transaction. This Agreement may be amended only in writing signed
by Buyer and Seller and attached to this Agreement.
29. Fax/Electronic Distribution and Electronic Signatures: Buyer and Seller agree that any signed copy of this Agreement, and any
amendments or addendums related to this transaction, transmitted by facsimile or other electronic means shall be competent evidence
of its contents to the same effect as an original signed copy. Buyer and Seller further agree that an electronic signature is the legal
equivalent of a manual or handwritten signature, and consent to use of electronic signatures. Buyer and Seller agree that any notice(s)
required or permitted under this Agreement may also be transmitted by facsimile or other electronic means.
30. Wire Fraud: Seller and Buyer are advised that wire fraud is an increasingly common problem. If you receive any electronic
355 McLaughlin Avenue, Muskegon, MI 49442 02/26/2023 6pm
Subject Property Address/Description Date Time
©Copyright, West Michigan REALTOR® Associations
DKS Buyer’s Initials LM Seller’s Initials
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communication directing you to transfer funds or provide nonpublic personal information (such as social security numbers, drivers’
license numbers, wire instructions, bank account numbers, etc.), even if that electronic communication appears to be from the
Broker, Title Company, or Lender, DO NOT reply until you have verified the authenticity of the email by direct communication with
Broker, Title Company, or Lender. DO NOT use telephone numbers provided in the email. Such requests may be part of a scheme
to steal funds or use your identity.
31. Buyer’s Approval and Acknowledgment: Buyer approves the terms of this offer and acknowledges receipt of a copy of this offer.
Buyer 1 Address X D'Angelo K Seals Buyer
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Buyer 1 Phone: (Res.) (Bus.) D'Angelo Seals
Print name as you want it to appear on documents.
Buyer 2 Address X Buyer
Buyer 2 Phone: (Res.) (Bus.)
Print name as you want it to appear on documents.
32. Seller’s Response: The above offer is approved: As written. As written except:
Counteroffer, if any, expires , at (time). Seller has the right to withdraw this
counteroffer and to accept other offers until Seller or Seller’s Agent has received notice of Buyer’s acceptance.
33. Certification of Previous Disclosure Statement: Seller certifies to Buyer that the Property is currently in the same condition as
disclosed in the Seller’s Disclosure Statement dated (choose one): Yes No.
Seller agrees to inform Buyer in writing of any changes in the content of the disclosure statement prior to closing.
34. Notice to Seller: Seller understands that consummation of the sale or transfer of the Property described in this Agreement will not
relieve Seller of any liability that Seller may have under the mortgages to which the Property is subject, unless otherwise agreed to by
the lender or required by law or regulation. Buyer and Seller are advised that a Notice to Seller & Buyer of Underlying Mortgage form
is available from the respective agents via the West Michigan REALTOR® Boards.
35. Listing Office Address: Listing Broker License # 6505429509
Listing Agent Name: Listing Agent License #
36. Seller’s Approval and Acknowledgment: Seller approves the terms of this Agreement and acknowledges receipt of a copy. If Seller’s
response occurs after Buyer’s offer expires, then Seller’s response is considered a counteroffer and Buyer’s acceptance is required
below.
X (Seller’s Signature, Date, Time): LeighAnn Mikesell
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LeighAnn Miksell Is Seller a U.S. Citizen or Resident Alien? Yes No*
Print name as you want it to appear on documents.
X (Seller’s Signature, Date, Time):
Is Seller a U.S. Citizen or Resident Alien? Yes No*
Print name as you want it to appear on documents.
Seller’s Address: Seller’s Phone (Res.) (Bus)
* If Seller(s) is not a U.S. Citizen or Resident Alien, there may be tax implications and Buyer and Seller are advised to seek professional advice.
37. Buyer’s Receipt/Acceptance: Buyer acknowledges receipt of Seller’s response to Buyer’s offer. In the event Seller’s response
constitutes a counteroffer, Buyer accepts said counteroffer. All other terms and conditions in the offer remain unchanged.
X (Buyer’s Signature, Date, Time):
X (Buyer’s Signature, Date, Time):
38. Seller’s Receipt: Seller acknowledges receipt of Buyer’s acceptance of counter offer.
X (Seller’s Signature, Date, Time):
X (Seller’s Signature, Date, Time):
355 McLaughlin Avenue, Muskegon, MI 49442 02/26/2023 6pm
Subject Property Address/Description Date Time
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Agenda Item Review Form
Muskegon City Commission
Commission Meeting Date: March 14, 2023 Title: Sale of 304 McLaughlin
Avenue
Submitted By: LeighAnn Mikesell Department: City Manager’s
Office
Brief Summary: Staff is requesting approval of a purchase agreement for 304 McLaughlin Avenue.
Detailed Summary & Background:
304 McLaughlin Avenue was constructed through the agreement with Dave Dusendang to
construct infill housing with ARPA funding. The offer is for $5,278 over the full listing price with
$5,278 in seller concessions. The offer also includes costs to cover additional appliances and air
conditioning.
Goal/Focus Area/Action Item Addressed:
Create an environment that effectively attracts new residents and retains existing residents by
filling existing employment gaps, attracting new and diverse businesses to the city, and expanding
access to a variety of high-quality housing options in Muskegon. Diverse housing types
Amount Requested: N/A Amount Budgeted: N/A
Fund(s) or Account(s): Fund(s) or Account(s):
Recommended Motion: to approve the purchase agreement for 304 McLaughlin Avenue.
Approvals: Guest(s) Invited / Presenting
Immediate Division Head Information Technology
Other Division Heads Communication Yes
Legal Review No
For City Clerk Use Only:
Commission Action:
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WEST MICHIGAN REGIONAL PURCHASE AGREEMENT
# 1
DATE: 02/22/2023 , 6pm (time) MLS # 23001622
SELLING OFFICE: West Urban Realty LLC BROKER LIC.#: 6506015435 REALTOR® PHONE: 616-366-2459
LISTING OFFICE: West Urban Realty LLC REALTOR® PHONE: 616-366-2459
1. Effective Date: This Agreement is effective on the date of Seller's acceptance of Buyer's offer or Buyer's acceptance of any
counteroffer, as the case may be, and this date shall hereafter be referred to as the "Effective Date". Further, any reference to "days"
in this Agreement refers to calendar days. The first calendar day begins at 12:01 a.m. on the day after the Effective Date. Any reference
to "time" refers to local time.
2. Agency Disclosure: The Undersigned Buyer and Seller each acknowledge that they have read and signed the Disclosure Regarding
Real Estate Agency Relationships. The selling licensee is acting as (choose one):
Agent/Subagent of Seller Buyer’s Agent Dual Agent (with written, informed consent of both Buyer and Seller)
Transaction Coordinator
Primary Selling Agent Name: Mariana Murillo VanDam Email: [email protected] Lic.#: 6506015435
Alternate Selling Agent Name: Email: Lic.#:
3. Seller’s Disclosure Statement: (This paragraph applies to sales of one-to-four family residential units.)
Buyer has received the Seller’s Disclosure Statement, dated .
Buyer has not received the Seller’s Disclosure Statement. Buyer may terminate this Agreement, in writing, any time prior to receipt
of the Seller’s Disclosure Statement. Once Buyer has received the Seller’s Disclosure Statement, Buyer may terminate this
Agreement, in writing, within 72 hours of receipt if the disclosure was received in person, or within 120 hours if received by
registered mail. Exceptions: New Home Warranty
Seller is exempt from the requirements of the Seller Disclosure Act.
4. Lead-Based Paint Addendum: Transactions involving homes built prior to 1978 require a written disclosure which is hereby attached
and will be an integral part of this Agreement.
5. Property Description: Buyer offers to buy the property located in the City Village Township of Muskegon ,
County of Muskegon , Michigan, commonly known as (insert mailing address: street/city/state/zip code)
304 McLaughlin Ave, Muskegon, MI 49442
with the following legal description and tax parcel ID numbers:
CITY OF MUSKEGON REVISED PLAT OF 1903 LOT 7 BLK 260
PP# 24205260000700 .
The following paragraph applies only if the Premises include unplatted land:
Seller agrees to grant Buyer at closing the right to make (insert number) na division(s) under Section 108(2), (3), and
(4) of the Michigan Land Division Act. (If no number is inserted, the right to make divisions under the sections referenced above stays
with any remainder of the parent parcel retained by Seller. If a number is inserted, Seller retains all available divisions in excess of the
number stated; however, Seller and/or REALTOR® do not warrant that the number of divisions stated is actually available.) If this sale
will create a new division, Seller’s obligations under this Agreement are contingent on Seller’s receipt of municipal approval on or
before , of the proposed division to create the Premises.
6. Purchase Price: Buyer offers to buy the Property for the sum of $ 181,242
one hundred eighty-one thousand two hundred forty-two U.S. Dollars
7. Seller Concessions, if any: $5278 seller concession
8. Terms: The Terms of Purchase will be as indicated by “X” below: (Other unmarked terms of purchase do not apply.)
SOURCE OF FUNDS TO CLOSE: Buyer represents that the funds necessary to close this transaction on the terms specified below
are currently available to Buyer in cash or an equally liquid equivalent.
If the Property’s value stated in an appraisal obtained by Buyer or Buyer’s lender is less than the Purchase Price, Buyer shall within
three (3) days after receipt of the appraisal: 1) renegotiate with the Seller, 2) terminate the transaction, in which case Buyer shall
receive a refund of Buyer’s Earnest Money Deposit, or 3) proceed to close the transaction at the agreed Purchase Price.
CASH. The full Purchase Price upon execution and delivery of Warranty Deed. Buyer Agrees to provide Buyer Agent/Dual Agent
verification of funds within five (5) days after the Effective Date, and consents to the disclosure of such information to Seller and/or
Seller’s Agent. If verification of funds is not received within 5 days after the Effective Date, Seller may terminate this Agreement
at any time before verification of funds is received by giving written notice to Buyer. Any appraisal required by Buyer shall be
arranged and paid for by Buyer within ten (10) days after the Effective Date of this Agreement.
NEW MORTGAGE. The full Purchase Price upon execution and delivery of Warranty Deed, contingent upon Buyer’s ability to
obtain a conventional type 30 (year) mortgage in the amount of 97 % of the Purchase Price
bearing interest at a rate not to exceed % per annum (rate at time of loan application), on or before the date the sale is
to be closed. Buyer agrees to apply for a mortgage loan, and pay all fees and costs customarily charged by Buyer’s lender to
process the application, within 5 days after the Effective Date, not to impair Buyers’ credit after the date such loan if
offered. Seller Buyer will agree to pay an amount not to exceed $ na representing repairs required as a
condition of financing. Buyer agrees does not agree to authorize Buyer’s Agent/Dual Agent to obtain information from
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Buyer’s lender regarding Buyer’s financing, and consents to the disclosure of this information to Seller and/or Seller’s Agent.
Exceptions:
SELLER FINANCING (choose one of the following): CONTRACT or PURCHASE MONEY MORTGAGE
In the case of Seller financing, Buyer agrees to provide Seller with a credit report within 72 hours after the Effective Date. If the
credit report is unacceptable to Seller, Seller shall have the right to terminate this offer within 48 hours of Seller’s receipt, or if
Buyer fails to provide said credit report to Seller within the time frame allotted, Seller shall have the right to terminate this offer
within 48 hours. Seller is advised to seek professional advice regarding the credit report.
$ upon execution and delivery of a
form (name or type of form and revision date), a copy of which is attached, wherein the balance of $
will be payable in monthly installments of $ or more including interest at % per annum,
interest to start on date of closing, and first payment to become due thirty (30) days after date of closing. The entire unpaid balance
will become due and payable months after closing. Any appraisal required by Buyer shall be arranged and
paid for by Buyer within ten (10) days after the Effective Date of this Agreement. Exceptions:
EQUITY (choose one of the following): Formal Assumption or Informal Assumption
Upon execution and delivery of: Warranty Deed subject to existing mortgage OR Assignment of Vendee Interest
in Land Contract, Buyer to pay the difference (approximately $ ) between the Purchase Price above
provided and the unpaid balance (approximately $ ) upon said mortgage or land contract, which Buyer
agrees to assume and pay. Buyer agrees to reimburse Seller for accumulated funds held in escrow, if any, for payment of future
taxes and insurance premiums, etc. Any appraisal required by Buyer shall be arranged and paid for by Buyer within ten
(10) days after the Effective Date of this Agreement. Exceptions:
OTHER:
9. Contingencies: Buyer’s obligation to consummate this transaction (choose one):
IS NOT CONTINGENT - is not contingent upon the sale or exchange of any other property by Buyer.
IS CONTINGENT UPON CLOSING - is contingent upon closing of an existing sale or exchange of Buyer’s property located at:
A copy of Buyer’s agreement to sell or exchange that property is being delivered to Seller along with this offer. If the existing sale
or exchange terminates for any reason, Buyer will immediately notify Seller, and either party may terminate this Agreement in
writing, within 3 days of Buyer’s notice to Seller. If either party terminates, Buyer shall receive a refund of any applicable Earnest
Money Deposit.
IS CONTINGENT UPON THE SALE AND CLOSING - is contingent upon the execution of a binding agreement and the closing
of a sale or exchange of Buyer’s property located at
on or before . Seller will have the right to continue to
market Seller’s Property until Buyer enters into a binding agreement to sell or exchange Buyer’s property and delivers a copy
thereof to Seller. During such marketing period, Seller may enter into a binding contract for sale to another purchaser on such
price and terms as the Seller deems appropriate. In such event, this Agreement will automatically terminate, Buyer will be notified
promptly, and Buyer’s Earnest Money Deposit will be refunded. Exceptions:
10. Fixtures & Improvements: The following is not intended to be an all-inclusive list of items included with the Property. All
improvements and appurtenances are included in the Purchase Price, if now in or on the Property, unless rented, including the
following: all buildings; landscaping; attached smart home devices; attached security systems; lighting fixtures and their shades and
bulbs; ceiling fans; hardware for draperies and curtains; window shades and blinds; built-in kitchen appliances, including garbage
disposal and drop-in ranges; wall to wall carpeting, if attached; all attached mirrors; all attached TV mounting brackets; all attached
shelving; attached work benches; stationary laundry tubs; water softener; water heater; incinerator; sump pump; water pump and
pressure tank; heating and air conditioning equipment (window units excluded); attached humidifiers; heating units, including add-on
heating stoves and heating stoves connected by flue pipe; fireplace screens, inserts, and grates; fireplace doors, if attached; liquid
heating and cooking fuel tanks; TV antenna and complete rotor equipment; satellite dish and necessary accessories and complete
rotor equipment; all support equipment for inground pools; screens and storm windows and doors; awnings; installed basketball
backboard, pole and goal; mailbox; flagpole(s); fencing, invisible inground fencing and all related equipment, including collars;
detached storage buildings; underground sprinkling, including the pump; installed outdoor grills; all plantings and bulbs; garage door
opener and control(s); and any and all items and fixtures permanently affixed to the Property; and also includes:
All Appliances, Washer and Dryer, AC
but does not include:
304 McLaughlin Ave, Muskegon, MI 49442 02/22/2023 6pm
Subject Property Address/Description Date Time
©Copyright, West Michigan REALTOR® Associations
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11. Heating and Cooking Fuels: Liquid heating and cooking fuels in tanks are included in the sale and will transfer to Buyer at time of
possession unless usage is metered (in which case it is not included in the sale). Sellers are responsible for maintaining heating and
cooking liquid fuels at an operational level and shall not permit fuels to fall below 10% in the tank(s) at the time of possession, except
that the tank(s) may be empty only if now empty. Further, Seller is precluded from removing fuel from tank(s) other than what is
expended through normal use. Exceptions:
12. Assessments (choose one):
If the Property is subject to any assessments,
Seller shall pay the entire balance of any such assessments that are due and payable on or before the day of closing (regardless
of any installment arrangements), except for any fees that are required to connect to public utilities.
Seller shall pay all installments of such assessments that become due and payable on or before day of closing. Buyer shall assume
and pay all other installments of such assessments.
Seller has an ongoing obligation through the Closing to disclose to the Buyer any known pending assessments, including, but not limited
to, any mandatory utility connection requirements, and/or benefit charges, and condominium special assessments, that have not been
previously disclosed in writing to Buyer.
13. Property Taxes: Seller will be responsible for any taxes billed prior to those addressed below. Buyer will be responsible for all taxes
billed after those addressed below.
Buyer is also advised that the state equalized value of the Property, principal residence exemption information and other real property
tax information is available from the appropriate local assessor’s office. Buyer should not assume that Buyer’s future tax bills on the
Property will be the same as Seller’s present tax bills. Under Michigan law, real property tax obligations can change significantly when
property is transferred.
No proration. (Choose one):
Buyer Seller will pay taxes billed summer (year);
Buyer Seller will pay taxes billed winter (year);
Calendar Year Proration (all taxes billed or to be billed in the year of the closing). Calendar year tax levies will be estimated, if
necessary, using the taxable value and the millage rate(s) in effect on the day of closing, broken down to a per diem tax payment
and prorated to the date of closing with Seller paying for January 1 through the day before closing.
Fiscal Year Proration - Taxes will be prorated as though they are paid in (choose one): advance. arrears.
Fiscal Year will be assumed to cover a 12-month period from date billed, and taxes will be prorated to the date of closing. Fiscal
year tax levies will be estimated, if necessary, using the taxable value and millage rate(s) in effect on the day of closing, broken
down to a per diem tax payment and prorated to the date of closing with Seller paying through the day before closing. Exceptions:
14. Well/Septic: Within ten (10) days after the Effective Date, (choose one) Seller or Buyer will arrange for, at their own expense,
an inspection of the primary well used for human consumption (including a water quality test for coliform bacteria and nitrates) and
septic systems in use on the Property. The inspection will be performed by a qualified inspector in a manner that meets county (or
other local governmental authority, if applicable) protocol.
If any report discloses a condition unsatisfactory to Buyer, or doesn’t meet county standards that are a condition of sale, Buyer may,
within three (3) days after Buyer has received the report, by written notice to Seller, either terminate this Agreement and receive a
refund of Buyer’s Earnest Money Deposit, or make a written proposal to Seller to correct those unsatisfactory conditions. If Buyer fails
to make a written proposal within the above referenced time period, then Buyer will be deemed to have accepted the well/septic as-is.
Seller will respond in writing within three (3) days to Buyer’s request. If Seller fails to respond or to arrive at a mutually agreeable
resolution within three (3) days after Seller’s receipt of Buyer’s proposal, Buyer will have three (3) days to provide written notice of
termination of this Agreement and receive a refund of any applicable Earnest Money Deposit. If Buyer fails to terminate the contract,
Buyer will proceed to closing according to the terms and conditions of this Agreement.
Other:
15. Inspections & Investigations:
Inspections: Buyer, or someone selected by Buyer, has the right to inspect the buildings, premises, components and systems, at
RC Buyer’s expense. Any damage, misuse, abuse, or neglect of any portion of the Property or premises as a result of inspections will be
02/22/23 Buyer’s responsibility and expense.
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GW Investigations: It is Buyer’s responsibility to investigate (i) whether the Property complies with applicable codes and local ordinances
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All inspections and investigations will be completed within ____ days after the Effective Date. If the results of Buyer’s inspections and
investigations are not acceptable to Buyer, Buyer may, within the above referenced period, either (a) terminate this Agreement by
written notice to Seller and receive a refund of Buyer’s Earnest Money Deposit, or (b) make a written proposal to Seller to correct those
unsatisfactory conditions, which proposal must be in the form of a proposed addendum and must be signed by Buyer in order for it to
be effective. If Buyer fails to make a written proposal within the above referenced time period, then Buyer will be deemed to have
304 McLaughlin Ave, Muskegon, MI 49442 02/22/2023 6pm
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accepted the Property as-is. Seller may negotiate with Buyer, or by written notice to Buyer, accept Buyer’s proposal or terminate this
Agreement. If Seller fails to respond, or to arrive at a mutually agreeable resolution within three (3) days after Seller’s receipt of
Buyer’s proposal, Buyer shall have three (3) days to provide written notice of termination of this Agreement and receive a refund of
any applicable Earnest Money Deposit. If Buyer fails to terminate this Agreement within said three (3) day period, Buyer will be deemed
to accept the Inspections & Investigations and will proceed to closing according to the terms and conditions of this Agreement.
Buyer has waived all rights under this Inspections & Investigations paragraph.
Exceptions:
16. Municipal Compliances: Seller will arrange and pay for current certificates of occupancy, sidewalk compliance, and smoke detector
ordinances, if applicable.
17. Title Insurance: Seller agrees to convey marketable title to the Property subject to conditions, limitations, reservation of oil, gas and
other mineral rights, existing zoning ordinances, and building and use restrictions and easements of record. An expanded coverage
ALTA Homeowner’s Policy of Title Insurance in the amount of the Purchase Price shall be ordered by Seller and furnished to Buyer at
Seller’s expense, and a commitment to issue a policy insuring marketable title vested in Buyer, including a real estate tax status
report, will be made available to Buyer within ten (10) days after the Effective Date. If Buyer so chooses, or if an expanded policy is
not applicable, then a standard ALTA Owners’ Policy of Title Insurance shall be provided.
If Buyer objects to any conditions, Buyer may, within three (3) days of receipt of the Title Commitment, by written notice to Seller,
either terminate this Agreement and receive a refund of Buyer’s Earnest Money Deposit, or make a written proposal to Seller to correct
those unsatisfactory conditions. If Buyer fails to make a written proposal within the above referenced time period, then Buyer will be
deemed to have accepted the Title Commitment as-is. Seller may negotiate with Buyer, or by written notice to Buyer, accept Buyer’s
proposal or terminate this Agreement. If Seller fails to respond, or to arrive at a mutually agreeable resolution within three (3) days
after Seller’s receipt of Buyer’s proposal, Buyer shall have three (3) days to provide written notice of termination of this Agreement and
shall receive a refund of any applicable Earnest Money Deposit. If Buyer fails to terminate this Agreement within said three (3) day
period, Buyer will be deemed to accept the Title Commitment as-is and will proceed to closing according to the terms and conditions
of this Agreement. Exceptions:
Transnation Title
18. Property Survey: Broker advises that Buyer should have a survey performed to satisfy Buyer as to the boundaries of the Property
and the location of improvements thereon.
Buyer or Seller (choose one) shall within ten (10) days of the Effective Date, order, at their expense, a boundary survey with iron
corner stakes showing the location of the boundaries, improvements and easements in connection with the Property. Upon receipt of
the survey, Buyer will have three (3) days to review the survey. If the survey shows any condition, in Buyer’s sole discretion, which
would interfere with Buyer’s intended use of the Property, the marketability of the title, or zoning non-compliance, then Buyer may,
within said three (3) day period, terminate this Agreement, in writing, and Buyer will receive a full refund of Buyer’s Earnest Money
Deposit.
No survey. Buyer has waived all rights under this paragraph.
When closing occurs, Buyer shall be deemed to have accepted the boundaries of the Property and the location of such improvements
thereon. Exceptions:
Existing builder survey
19. Home Protection Plan: Buyer and Seller have been informed that home protection plans may be available. Such plans may provide
additional protection and benefit to the parties. Exceptions:
20. Prorations: Rent; association dues/fees, if any; insurance, if assigned; interest on any existing land contract, mortgage or lien
assumed by Buyer; will all be adjusted to the date of closing. For the purposes of calculating prorations, it is presumed that Seller
owns the Property through the day before closing.
21. Closing: If agreeable to Buyer and Seller, the sale will be closed as soon as closing documents are ready, but not later than
03/24/2023 . An additional period of fifteen (15) days will be allowed for closing to accommodate the correction of
title defects or survey problems which can be readily corrected, or for delays in obtaining any lender required inspections/repairs. During
this additional period, the closing will be held within 5 days after all parties have been notified that all necessary documents have been
prepared. Buyer and Seller will each pay their title company closing fee, if applicable, except in the case of VA financing where Seller
will pay the entire closing fee. Exceptions:
22. Pre-Closing Walk-Through: Buyer (choose one) reserves waives the right to conduct a final walk-through of the
Property within three (3) days of the scheduled closing date. The purpose of the walk-through is to determine that the Property is in
a substantially similar condition as of the Effective Date, any contractually agreed upon items have been fulfilled, and that any included
personal property is still located at the Property. Buyer shall immediately report to Seller any objections to these conditions and Buyer’s
requested corrective action.
23. Possession: Seller will maintain the Property in its present condition until the completion of the closing of the sale. Possession to be
delivered to Buyer, subject to rights of present tenants, if any.
At the completion of the closing of the sale.
At a.m. p.m. on the day after completion of the closing of the sale, during which time Seller
304 McLaughlin Ave, Muskegon, MI 49442 02/22/2023 6pm
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will have the privilege to occupy the Property and hereby agrees to pay Buyer $ na as an occupancy
fee for this period payable at closing, WITHOUT PRORATION. Payment shall be made in the form of cash or certified funds.
If Seller fails to deliver possession to Buyer on the agreed date, Seller shall become a tenant at sufferance and shall pay to Buyer as
liquidated damages $ na per day plus all of the Buyer’s actual reasonable attorney's fees incurred in removing the Seller
from the Property.
If Seller occupies the Property after closing, Seller will pay all utilities during such occupancy. Buyer will maintain the structure and
mechanical systems at the Property. However, any repairs or replacements necessitated by Seller’s misuse, abuse, or neglect of any
portion of the Property will be Seller’s responsibility and expense.
On the agreed delivery date, Seller shall deliver the Property free of trash and debris and in broom-clean condition, shall remove all
personal property (unless otherwise stated in this or an additional written agreement), shall make arrangements for final payment on
all utilities, and shall deliver all keys to Buyer. Exceptions:
24. Earnest Money Deposit: For valuable consideration, Buyer gives Seller until 5pm (time) on
02/23/2023 (date), to deliver the written acceptance of this offer and agrees that this offer, when accepted by
Seller, will constitute a binding Agreement between Buyer and Seller. An Earnest Money Deposit in the amount of $ $1000
shall be submitted to Transnation Title (insert name of broker, title
company, other) within 72 hours of the Effective Date of this Agreement, and shall be applied against the Purchase Price. If the Earnest
Money Deposit is not received within 72 hours of the Effective Date or is returned for insufficient funds, Seller may terminate this
Agreement until such time as the Earnest Money Deposit is received. If Seller terminates this Agreement under this provision, Seller
waives any claim to the Earnest Money Deposit. If the sale is not closed due to a failure to satisfy a contingency for a reason other
than the fault of Buyer, the Earnest Money Deposit shall be refunded to Buyer. If the sale is not closed as provided in this Agreement
and Buyer and Seller do not agree to the disposition of the Earnest Money Deposit, then Buyer and Seller agree that the Broker holding
the Earnest Money Deposit may notify Buyer and Seller, in writing, of Broker’s intended disposition of the Earnest Money Deposit. If
Buyer and Seller do not object to such disposition in writing within fifteen (15) days after the date of Broker’s notice, they will be deemed
to have agreed to Broker’s proposed disposition; if either Buyer or Seller object and no mutually agreeable disposition can be
negotiated, Broker may deposit the funds by interpleader with a court of proper jurisdiction or await further actions by Buyer and Seller.
In the event of litigation involving the deposit, in whole or in part, either the Seller or the Buyer that is not the prevailing party, as
determined by the court, will reimburse the other for reasonable attorneys’ fees and expenses incurred in connection with the litigation,
and will reimburse the Broker for any reasonable attorneys’ fees and expenses incurred in connection with any interpleader action
instituted. If the entity holding the Earnest Money Deposit is not the Broker, then to the extent that the terms of any escrow agreement
conflict with this paragraph, then the terms and conditions of the escrow agreement shall control.
25. Professional Advice: Broker hereby advises Buyer and Seller to seek legal, tax, environmental and other appropriate professional
advice relating to this transaction. Broker does not make any representations or warranties with respect to the advisability of, or the
legal effect of this transaction. Buyer further acknowledges that REALTOR® above named in the Agreement hereby recommends to
Buyer that an attorney be retained by Buyer to pass upon the marketability of the title and to ascertain that the required details of the
sale are adhered to before the transaction is consummated. Buyer agrees that Buyer is not relying on any representation or statement
made by Seller or any real estate salesperson (whether intentionally or negligently) regarding any aspect of the Property or this sale
transaction, except as may be expressly set forth in this Agreement, a written amendment to this Agreement, or a disclosure statement
separately signed by Seller.
26. Disclosure of Information: Buyer and Seller acknowledge and agree that the Purchase Price, terms, and other details with respect
to this transaction (when closed) are not confidential, will be disclosed to REALTORS® who participate in the applicable Multiple Listing
Service, and may otherwise be used and/or published by that Multiple Listing Service in the ordinary course of its business.
27. Other Provisions:
28. Mergers and Integrations: This Agreement is the final expression of the complete agreement of Buyer and Seller, and there are no
oral agreements existing between Buyer and Seller relating to this transaction. This Agreement may be amended only in writing signed
by Buyer and Seller and attached to this Agreement.
29. Fax/Electronic Distribution and Electronic Signatures: Buyer and Seller agree that any signed copy of this Agreement, and any
amendments or addendums related to this transaction, transmitted by facsimile or other electronic means shall be competent evidence
of its contents to the same effect as an original signed copy. Buyer and Seller further agree that an electronic signature is the legal
equivalent of a manual or handwritten signature, and consent to use of electronic signatures. Buyer and Seller agree that any notice(s)
required or permitted under this Agreement may also be transmitted by facsimile or other electronic means.
30. Wire Fraud: Seller and Buyer are advised that wire fraud is an increasingly common problem. If you receive any electronic
304 McLaughlin Ave, Muskegon, MI 49442 02/22/2023 6pm
Subject Property Address/Description Date Time
©Copyright, West Michigan REALTOR® Associations
RC GW Buyer’s Initials LM Seller’s Initials
Revision Date 1/2023 02/22/23 02/22/23 03/01/23
5:51 PM EST 6:00 PM EST 12:08 PM EST
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West Michigan Regional Purchase Agreement Page 6 of 6
communication directing you to transfer funds or provide nonpublic personal information (such as social security numbers, drivers’
license numbers, wire instructions, bank account numbers, etc.), even if that electronic communication appears to be from the
Broker, Title Company, or Lender, DO NOT reply until you have verified the authenticity of the email by direct communication with
Broker, Title Company, or Lender. DO NOT use telephone numbers provided in the email. Such requests may be part of a scheme
to steal funds or use your identity.
31. Buyer’s Approval and Acknowledgment: Buyer approves the terms of this offer and acknowledges receipt of a copy of this offer.
Buyer 1 Address X Roque Cuellar Buyer
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M47U-WDBY-VAX2-TSML
Buyer 1 Phone: (Res.) (Bus.) Roque Cuellar
Print name as you want it to appear on documents.
Golden Weideman
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Buyer 2 Address X 02/22/23 6:00 PM EST
ZCEA-7Y74-MGQB-IP4I Buyer
Buyer 2 Phone: (Res.) (Bus.) Golden Weideman
Print name as you want it to appear on documents.
32. Seller’s Response: The above offer is approved: As written. As written except:
Counteroffer, if any, expires , at (time). Seller has the right to withdraw this
counteroffer and to accept other offers until Seller or Seller’s Agent has received notice of Buyer’s acceptance.
33. Certification of Previous Disclosure Statement: Seller certifies to Buyer that the Property is currently in the same condition as
disclosed in the Seller’s Disclosure Statement dated (choose one): Yes No.
Seller agrees to inform Buyer in writing of any changes in the content of the disclosure statement prior to closing.
34. Notice to Seller: Seller understands that consummation of the sale or transfer of the Property described in this Agreement will not
relieve Seller of any liability that Seller may have under the mortgages to which the Property is subject, unless otherwise agreed to by
the lender or required by law or regulation. Buyer and Seller are advised that a Notice to Seller & Buyer of Underlying Mortgage form
is available from the respective agents via the West Michigan REALTOR® Boards.
35. Listing Office Address: 3265 Walker Ave, Suite D, Grand Rapids, MI 49544 Listing Broker License # 6506015435
Listing Agent Name: Mariana Murillo VanDam Listing Agent License # 6506015435
36. Seller’s Approval and Acknowledgment: Seller approves the terms of this Agreement and acknowledges receipt of a copy. If Seller’s
response occurs after Buyer’s offer expires, then Seller’s response is considered a counteroffer and Buyer’s acceptance is required
below.
X (Seller’s Signature, Date, Time): LeighAnn Mikesell
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JNIW-DUQP-CXSX-ACZD
LeighAnn Miksell Is Seller a U.S. Citizen or Resident Alien? Yes No*
Print name as you want it to appear on documents.
X (Seller’s Signature, Date, Time):
Is Seller a U.S. Citizen or Resident Alien? Yes No*
Print name as you want it to appear on documents.
Seller’s Address: Seller’s Phone (Res.) (Bus)
* If Seller(s) is not a U.S. Citizen or Resident Alien, there may be tax implications and Buyer and Seller are advised to seek professional advice.
37. Buyer’s Receipt/Acceptance: Buyer acknowledges receipt of Seller’s response to Buyer’s offer. In the event Seller’s response
constitutes a counteroffer, Buyer accepts said counteroffer. All other terms and conditions in the offer remain unchanged.
X (Buyer’s Signature, Date, Time):
X (Buyer’s Signature, Date, Time):
38. Seller’s Receipt: Seller acknowledges receipt of Buyer’s acceptance of counter offer.
X (Seller’s Signature, Date, Time):
X (Seller’s Signature, Date, Time):
304 McLaughlin Ave, Muskegon, MI 49442 02/22/2023 6pm
Subject Property Address/Description Date Time
©Copyright, West Michigan REALTOR® Associations
Revision Date 1/2023 RC GW Buyer’s Initials LM Seller’s Initials
02/22/23 02/22/23 03/01/23
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Please read and have buyer/s sign. Attach with offer.
Paragraph 8- Seller will provide a quit claim deed vs a warranty deed.
Builder one year warranty starts from day of Certificate of Occupancy.
Buyer shall bring dwelling unit into compliance with the following per the city’s Zoning Ordinance:
Each dwelling unit shall have an approved established vegetative ground cover, native to the immediate
area within 600 feet, no less than 12 months after occupancy. Approval shall be given by zoning staff of
the Planning Department as part of the initial residential site plan review. A minimum of one shade tree,
two and one-half inches (2.5") in diameter, four feet (4') from the ground or one six foot (6') evergreen
tree shall be provided. Existing landscaping may be accepted in lieu of this requirement. Buyer shall be
responsible to water and maintain vegetation.
Roque Cuellar
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__________________________________________
P49Z-GQFH-U2CF-QOMT
Buyer
Golden Weideman
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__________________________________________
2BMR-29Z3-SCKH-KRUD
Buyer
Mariana Murillo VanDam
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CFSD-1A9X-QKAI-S0OR
__________________________________________
Buyer’s Agent
LeighAnn Mikesell
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0YW5-OP2Q-LHPO-JINL
_______________________________________
LeighAnn Mikesell
Packet Page 54
Agenda Item Review Form
Muskegon City Commission
Commission Meeting Date: March 14, 2023 Title: Sale of 269 Catherine
Avenue
Submitted By: LeighAnn Mikesell Department: City Manager’s
Office
Brief Summary: Staff is requesting approval of a purchase agreement for 269 Catherine Avenue.
Detailed Summary & Background:
269 Catherine Avenue was constructed through the agreement with Dave Dusendang to construct
infill housing with ARPA funding. The offer is for the full listing price with no seller concessions.
The offer also includes costs to cover air conditioning.
Goal/Focus Area/Action Item Addressed:
Create an environment that effectively attracts new residents and retains existing residents by
filling existing employment gaps, attracting new and diverse businesses to the city, and expanding
access to a variety of high-quality housing options in Muskegon. Diverse housing types
Amount Requested: N/A Amount Budgeted: N/A
Fund(s) or Account(s): Fund(s) or Account(s):
Recommended Motion: to approve the purchase agreement for 269 Catherine Avenue.
Approvals: Guest(s) Invited / Presenting
Immediate Division Head Information Technology
Other Division Heads Communication Yes
Legal Review No
For City Clerk Use Only:
Commission Action:
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Please read and have buyer/s sign. Attach with offer.
Paragraph 8- Seller will provide a quit claim deed vs a warranty deed.
Builder one year warranty starts from day of Certificate of Occupancy.
Buyer shall bring dwelling unit into compliance with the following per the city’s Zoning Ordinance:
Each dwelling unit shall have an approved established vegetative ground cover, native to the immediate
area within 600 feet, no less than 12 months after occupancy. Approval shall be given by zoning staff of
the Planning Department as part of the initial residential site plan review. A minimum of one shade tree,
two and one-half inches (2.5") in diameter, four feet (4') from the ground or one six foot (6') evergreen
tree shall be provided. Existing landscaping may be accepted in lieu of this requirement. Buyer shall be
responsible to water and maintain vegetation.
Leticia García González
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03/03/23 5:10 AM EST
IAOR-DKU2-S15V-TMLC
__________________________________________
Buyer
__________________________________________
Buyer
Roberto Leon
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I8OJ-YK0A-ETWI-XD8Q
__________________________________________
Buyer’s Agent
LeighAnn Mikesell
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_______________________________________
BINQ-8NJK-GOZ7-BD8U
LeighAnn Mikesell
Packet Page 56
dotloop signature verification: dtlp.us/toSz-r1DL-gVjI
Please read and have buyer/s sign. Attach with offer.
Paragraph 8- Seller will provide a quit claim deed vs a warranty deed.
Builder one year warranty starts from day of Certificate of Occupancy.
Buyer shall bring dwelling unit into compliance with the following per the city’s Zoning Ordinance:
Each dwelling unit shall have an approved established vegetative ground cover, native to the immediate
area within 600 feet, no less than 12 months after occupancy. Approval shall be given by zoning staff of
the Planning Department as part of the initial residential site plan review. A minimum of one shade tree,
two and one-half inches (2.5") in diameter, four feet (4') from the ground or one six foot (6') evergreen
tree shall be provided. Existing landscaping may be accepted in lieu of this requirement. Buyer shall be
responsible to water and maintain vegetation.
__________________________________________
Buyer
__________________________________________
Buyer
__________________________________________
Buyer’s Agent
LeighAnn Mikesell
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_______________________________________
BINQ-8NJK-GOZ7-BD8U
LeighAnn Mikesell
Packet Page 57
PRE-APPROVAL LETTER
2/28/23
Dear Leticia Garcia-Gonzalez,
,
Based on the information you provided and a preliminary review of your credit report, Private
Borrower,
Mortgage Guarantee has pre-approved you for a home loan subject to the conditions stated below
and according to the following terms:
/2019 Loan Type: FHA
Purchase Price: $174,000
ALL FINANCIALS HAVE BEEN REVIEWED
Final approval for a home loan is subject to verification of all information you provided and
satisfaction of various conditions including, but not limited to, the following:
▪ An acceptable appraisal of the subject property to support the sales price
▪ An acceptable preliminary title commitment issued on the subject property
▪ Acceptable income documentation
▪ Proof of funds to close and final underwriting approval
▪ Final underwriting approval
▪
This Pre-Approval Letter is valid for 90 days from the date set forth.
▪
ove.
Pre-approval reflects a preliminary determination that you qualify for Private Mortgage Guarantee
lending standards and guidelines. This Pre-Approval Letter is not an offer to lend, a commitment for a
loan, or a guarantee of specific rate or terms. Any rates quoted are only an indication of current rates as
of the date of this Pre-approval Letter. If you receive a final approval for a loan, the loan amount and
conditions may be different than what is described in this Pre- Approval Letter.
Sincerely,
Melissa Rincones
Senior Loan Originator NMLS: 1323643
C:616-581-3542 O:616-290-6308
4364 Liberty Square SW
Grandville, MI 49418
[email protected]
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WEST MICHIGAN REGIONAL
ADDENDUM TO PURCHASE AGREEMENT
MLS # Date: 03/01/2023 (time)
[email protected]
Selling Office Keller Williams Rivertown , REALTOR® Phone 6168289974 Email
[email protected]
Listing Office West Urban Realty , REALTOR® Phone 616-366-2459 Email
1. Addendum # 1 to Purchase Agreement dated 03/01/2023 covering property at
269 Catherine Avenue, Muskegon, MI 49442
2. This Addendum shall be an integral part of the Purchase Agreement, which is amended as follows:
1) $2800 payable to West Urban Realty for Central Air Unit. Buyer to pay when product is installed 5 days prior to closing .
3. The Seller Buyer (check one) gives the above-named REALTOR® days to obtain the written acceptance of this
Addendum to the Purchase Agreement. If accepted, this Addendum will constitute a binding change to the Purchase Agreement.
4. RECEIPT IS ACKNOWLEDGED BY BUYER of a copy of this Agreement.
Leticia García González
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03/01/23 12:22 PM EST
Date X MKEL-JVH5-GJV6-NUUZ Buyer
(Note: Please sign as you wish your name to appear on final papers.)
X Buyer
(Note: Please sign as you wish your name to appear on final papers.)
5. RECEIPT IS ACKNOWLEDGED BY SELLER of a copy of this Agreement.
LeighAnn Mikesell
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03/02/23 10:21 AM EST
Date X UHOJ-M23W-RC8N-PCKT Seller
(Note: Please sign as you wish your name to appear on final papers.)
X Seller
(Note: Please sign as you wish your name to appear on final papers.)
©West Michigan REALTOR® Boards
Rev 7/2020
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WEST MICHIGAN REGIONAL PURCHASE AGREEMENT
#
DATE: 03/01/2023 , (time) MLS #
SELLING OFFICE:Keller Williams Rivertown BROKER LIC.#:6505379295 REALTOR® PHONE:(616) 288-3244
LISTING OFFICE: West Urban Realty(hh11563) REALTOR® PHONE: 616-366-2459
1. Effective Date: This Agreement is effective on the date of Seller's acceptance of Buyer's offer or Buyer's acceptance of any
counteroffer, as the case may be, and this date shall hereafter be referred to as the "Effective Date". Further, any reference to "days"
in this Agreement refers to calendar days. The first calendar day begins at 12:01 a.m. on the day after the Effective Date. Any reference
to "time" refers to local time.
2. Agency Disclosure: The Undersigned Buyer and Seller each acknowledge that they have read and signed the Disclosure Regarding
Real Estate Agency Relationships. The selling licensee is acting as (choose one):
Agent/Subagent of Seller Buyer’s Agent Dual Agent (with written, informed consent of both Buyer and Seller)
Transaction Coordinator
Primary Selling Agent Name: Roberto Leon Email: [email protected] Lic.#:
Alternate Selling Agent Name: Larry Martin Email:[email protected] Lic.#:
3. Seller’s Disclosure Statement: (This paragraph applies to sales of one-to-four family residential units.)
Buyer has received the Seller’s Disclosure Statement, dated .
Buyer has not received the Seller’s Disclosure Statement. Buyer may terminate this Agreement, in writing, any time prior to receipt
of the Seller’s Disclosure Statement. Once Buyer has received the Seller’s Disclosure Statement, Buyer may terminate this
Agreement, in writing, within 72 hours of receipt if the disclosure was received in person, or within 120 hours if received by
registered mail. Exceptions:
Seller is exempt from the requirements of the Seller Disclosure Act.
4. Lead-Based Paint Addendum: Transactions involving homes built prior to 1978 require a written disclosure which is hereby attached
and will be an integral part of this Agreement.
5. Property Description: Buyer offers to buy the property located in the City Village Township of Muskegon ,
County of Muskegon County , Michigan, commonly known as (insert mailing address: street/city/state/zip code)
269 Catherine Avenue
with the following legal description and tax parcel ID numbers:
Lot 16 Except the west 17.75 feet thereof, block 260, 1903 revised plat of the city of Muskegon, Muskegon County, Michigan
PP#61-24-205-260-0016-00 .
The following paragraph applies only if the Premises include unplatted land:
Seller agrees to grant Buyer at closing the right to make (insert number)All division(s) under Section 108(2), (3), and
(4) of the Michigan Land Division Act. (If no number is inserted, the right to make divisions under the sections referenced above stays
with any remainder of the parent parcel retained by Seller. If a number is inserted, Seller retains all available divisions in excess of the
number stated; however, Seller and/or REALTOR® do not warrant that the number of divisions stated is actually available.) If this sale
will create a new division, Seller’s obligations under this Agreement are contingent on Seller’s receipt of municipal approval on or
before , of the proposed division to create the Premises.
6. Purchase Price: Buyer offers to buy the Property for the sum of $ 170000
U.S. Dollars
7. Seller Concessions, if any:
8. Terms: The Terms of Purchase will be as indicated by “X” below: (Other unmarked terms of purchase do not apply.)
SOURCE OF FUNDS TO CLOSE: Buyer represents that the funds necessary to close this transaction on the terms specified below
are currently available to Buyer in cash or an equally liquid equivalent.
If the Property’s value stated in an appraisal obtained by Buyer or Buyer’s lender is less than the Purchase Price, Buyer shall within
three (3) days after receipt of the appraisal: 1) renegotiate with the Seller, 2) terminate the transaction, in which case Buyer shall
receive a refund of Buyer’s Earnest Money Deposit, or 3) proceed to close the transaction at the agreed Purchase Price.
CASH. The full Purchase Price upon execution and delivery of Warranty Deed. Buyer Agrees to provide Buyer Agent/Dual Agent
verification of funds within five (5) days after the Effective Date, and consents to the disclosure of such information to Seller and/or
Seller’s Agent. If verification of funds is not received within 5 days after the Effective Date, Seller may terminate this Agreement
at any time before verification of funds is received by giving written notice to Buyer. Any appraisal required by Buyer shall be
arranged and paid for by Buyer within ten (10) days after the Effective Date of this Agreement.
NEW MORTGAGE. The full Purchase Price upon execution and delivery of Warranty Deed, contingent upon Buyer’s ability to
obtain a FHA type 30 (year) mortgage in the amount of 90 % of the Purchase Price
bearing interest at a rate not to exceed 7.1 % per annum (rate at time of loan application), on or before the date the sale is
to be closed. Buyer agrees to apply for a mortgage loan, and pay all fees and costs customarily charged by Buyer’s lender to
process the application, within 3 days after the Effective Date, not to impair Buyers’ credit after the date such loan if
offered. Seller Buyer will agree to pay an amount not to exceed $ 0 representing repairs required as a
condition of financing. Buyer agrees does not agree to authorize Buyer’s Agent/Dual Agent to obtain information from
©Copyright, West Michigan REALTOR® Associations
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Buyer’s lender regarding Buyer’s financing, and consents to the disclosure of this information to Seller and/or Seller’s Agent.
Exceptions:
SELLER FINANCING (choose one of the following): CONTRACT or PURCHASE MONEY MORTGAGE
In the case of Seller financing, Buyer agrees to provide Seller with a credit report within 72 hours after the Effective Date. If the
credit report is unacceptable to Seller, Seller shall have the right to terminate this offer within 48 hours of Seller’s receipt, or if
Buyer fails to provide said credit report to Seller within the time frame allotted, Seller shall have the right to terminate this offer
within 48 hours. Seller is advised to seek professional advice regarding the credit report.
$ upon execution and delivery of a
form (name or type of form and revision date), a copy of which is attached, wherein the balance of $
will be payable in monthly installments of $ or more including interest at % per annum,
interest to start on date of closing, and first payment to become due thirty (30) days after date of closing. The entire unpaid balance
will become due and payable months after closing. Any appraisal required by Buyer shall be arranged and
paid for by Buyer within ten (10) days after the Effective Date of this Agreement. Exceptions:
EQUITY (choose one of the following): Formal Assumption or Informal Assumption
Upon execution and delivery of: Warranty Deed subject to existing mortgage OR Assignment of Vendee Interest
in Land Contract, Buyer to pay the difference (approximately $ ) between the Purchase Price above
provided and the unpaid balance (approximately $ ) upon said mortgage or land contract, which Buyer
agrees to assume and pay. Buyer agrees to reimburse Seller for accumulated funds held in escrow, if any, for payment of future
taxes and insurance premiums, etc. Any appraisal required by Buyer shall be arranged and paid for by Buyer within ten
(10) days after the Effective Date of this Agreement. Exceptions:
OTHER:
9. Contingencies: Buyer’s obligation to consummate this transaction (choose one):
IS NOT CONTINGENT - is not contingent upon the sale or exchange of any other property by Buyer.
IS CONTINGENT UPON CLOSING - is contingent upon closing of an existing sale or exchange of Buyer’s property located at:
A copy of Buyer’s agreement to sell or exchange that property is being delivered to Seller along with this offer. If the existing sale
or exchange terminates for any reason, Buyer will immediately notify Seller, and either party may terminate this Agreement in
writing, within 3 days of Buyer’s notice to Seller. If either party terminates, Buyer shall receive a refund of any applicable Earnest
Money Deposit.
IS CONTINGENT UPON THE SALE AND CLOSING - is contingent upon the execution of a binding agreement and the closing
of a sale or exchange of Buyer’s property located at
on or before . Seller will have the right to continue to
market Seller’s Property until Buyer enters into a binding agreement to sell or exchange Buyer’s property and delivers a copy
thereof to Seller. During such marketing period, Seller may enter into a binding contract for sale to another purchaser on such
price and terms as the Seller deems appropriate. In such event, this Agreement will automatically terminate, Buyer will be notified
promptly, and Buyer’s Earnest Money Deposit will be refunded. Exceptions:
10. Fixtures & Improvements: The following is not intended to be an all-inclusive list of items included with the Property. All
improvements and appurtenances are included in the Purchase Price, if now in or on the Property, unless rented, including the
following: all buildings; landscaping; attached smart home devices; attached security systems; lighting fixtures and their shades and
bulbs; ceiling fans; hardware for draperies and curtains; window shades and blinds; built-in kitchen appliances, including garbage
disposal and drop-in ranges; wall to wall carpeting, if attached; all attached mirrors; all attached TV mounting brackets; all attached
shelving; attached work benches; stationary laundry tubs; water softener; water heater; incinerator; sump pump; water pump and
pressure tank; heating and air conditioning equipment (window units excluded); attached humidifiers; heating units, including add-on
heating stoves and heating stoves connected by flue pipe; fireplace screens, inserts, and grates; fireplace doors, if attached; liquid
heating and cooking fuel tanks; TV antenna and complete rotor equipment; satellite dish and necessary accessories and complete
rotor equipment; all support equipment for inground pools; screens and storm windows and doors; awnings; installed basketball
backboard, pole and goal; mailbox; flagpole(s); fencing, invisible inground fencing and all related equipment, including collars;
detached storage buildings; underground sprinkling, including the pump; installed outdoor grills; all plantings and bulbs; garage door
opener and control(s); and any and all items and fixtures permanently affixed to the Property; and also includes:
but does not include:
N/A
269 Catherine Avenue, Muskegon, MI 49442
Subject Property Address/Description Date Time
©Copyright, West Michigan REALTOR® Associations
Revision Date 1/2023 LGG Buyer’s Initials LM Seller’s Initials
03/01/23 03/02/23
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11. Heating and Cooking Fuels: Liquid heating and cooking fuels in tanks are included in the sale and will transfer to Buyer at time of
possession unless usage is metered (in which case it is not included in the sale). Sellers are responsible for maintaining heating and
cooking liquid fuels at an operational level and shall not permit fuels to fall below 10% in the tank(s) at the time of possession, except
that the tank(s) may be empty only if now empty. Further, Seller is precluded from removing fuel from tank(s) other than what is
expended through normal use. Exceptions:
12. Assessments (choose one):
If the Property is subject to any assessments,
Seller shall pay the entire balance of any such assessments that are due and payable on or before the day of closing (regardless
of any installment arrangements), except for any fees that are required to connect to public utilities.
Seller shall pay all installments of such assessments that become due and payable on or before day of closing. Buyer shall assume
and pay all other installments of such assessments.
Seller has an ongoing obligation through the Closing to disclose to the Buyer any known pending assessments, including, but not limited
to, any mandatory utility connection requirements, and/or benefit charges, and condominium special assessments, that have not been
previously disclosed in writing to Buyer.
13. Property Taxes: Seller will be responsible for any taxes billed prior to those addressed below. Buyer will be responsible for all taxes
billed after those addressed below.
Buyer is also advised that the state equalized value of the Property, principal residence exemption information and other real property
tax information is available from the appropriate local assessor’s office. Buyer should not assume that Buyer’s future tax bills on the
Property will be the same as Seller’s present tax bills. Under Michigan law, real property tax obligations can change significantly when
property is transferred.
No proration. (Choose one):
Buyer Seller will pay taxes billed summer (year);
Buyer Seller will pay taxes billed winter (year);
Calendar Year Proration (all taxes billed or to be billed in the year of the closing). Calendar year tax levies will be estimated, if
necessary, using the taxable value and the millage rate(s) in effect on the day of closing, broken down to a per diem tax payment
and prorated to the date of closing with Seller paying for January 1 through the day before closing.
Fiscal Year Proration - Taxes will be prorated as though they are paid in (choose one): advance. arrears.
Fiscal Year will be assumed to cover a 12-month period from date billed, and taxes will be prorated to the date of closing. Fiscal
year tax levies will be estimated, if necessary, using the taxable value and millage rate(s) in effect on the day of closing, broken
down to a per diem tax payment and prorated to the date of closing with Seller paying through the day before closing. Exceptions:
14. Well/Septic: Within ten (10) days after the Effective Date, (choose one) Seller or Buyer will arrange for, at their own expense,
an inspection of the primary well used for human consumption (including a water quality test for coliform bacteria and nitrates) and
septic systems in use on the Property. The inspection will be performed by a qualified inspector in a manner that meets county (or
other local governmental authority, if applicable) protocol.
If any report discloses a condition unsatisfactory to Buyer, or doesn’t meet county standards that are a condition of sale, Buyer may,
within three (3) days after Buyer has received the report, by written notice to Seller, either terminate this Agreement and receive a
refund of Buyer’s Earnest Money Deposit, or make a written proposal to Seller to correct those unsatisfactory conditions. If Buyer fails
to make a written proposal within the above referenced time period, then Buyer will be deemed to have accepted the well/septic as-is.
Seller will respond in writing within three (3) days to Buyer’s request. If Seller fails to respond or to arrive at a mutually agreeable
resolution within three (3) days after Seller’s receipt of Buyer’s proposal, Buyer will have three (3) days to provide written notice of
termination of this Agreement and receive a refund of any applicable Earnest Money Deposit. If Buyer fails to terminate the contract,
Buyer will proceed to closing according to the terms and conditions of this Agreement.
Other:
15. Inspections & Investigations:
Inspections: Buyer, or someone selected by Buyer, has the right to inspect the buildings, premises, components and systems, at
Buyer’s expense. Any damage, misuse, abuse, or neglect of any portion of the Property or premises as a result of inspections will be
Buyer’s responsibility and expense.
Investigations: It is Buyer’s responsibility to investigate (i) whether the Property complies with applicable codes and local ordinances
and whether the Property is zoned for Buyer’s intended use; (ii) whether Buyer can obtain a homeowner’s insurance policy for the
Property at price and terms acceptable to Buyer; (iii) and whether or not the Property is in a flood zone.
All inspections and investigations will be completed within ____ days after the Effective Date. If the results of Buyer’s inspections and
investigations are not acceptable to Buyer, Buyer may, within the above referenced period, either (a) terminate this Agreement by
written notice to Seller and receive a refund of Buyer’s Earnest Money Deposit, or (b) make a written proposal to Seller to correct those
unsatisfactory conditions, which proposal must be in the form of a proposed addendum and must be signed by Buyer in order for it to
be effective. If Buyer fails to make a written proposal within the above referenced time period, then Buyer will be deemed to have
269 Catherine Avenue, Muskegon, MI 49442
Subject Property Address/Description Date Time
©Copyright, West Michigan REALTOR® Associations
Revision Date 1/2023 LGG Buyer’s Initials LM Seller’s Initials
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accepted the Property as-is. Seller may negotiate with Buyer, or by written notice to Buyer, accept Buyer’s proposal or terminate this
Agreement. If Seller fails to respond, or to arrive at a mutually agreeable resolution within three (3) days after Seller’s receipt of
Buyer’s proposal, Buyer shall have three (3) days to provide written notice of termination of this Agreement and receive a refund of
any applicable Earnest Money Deposit. If Buyer fails to terminate this Agreement within said three (3) day period, Buyer will be deemed
to accept the Inspections & Investigations and will proceed to closing according to the terms and conditions of this Agreement.
Buyer has waived all rights under this Inspections & Investigations paragraph.
Exceptions:
16. Municipal Compliances: Seller will arrange and pay for current certificates of occupancy, sidewalk compliance, and smoke detector
ordinances, if applicable.
17. Title Insurance: Seller agrees to convey marketable title to the Property subject to conditions, limitations, reservation of oil, gas and
other mineral rights, existing zoning ordinances, and building and use restrictions and easements of record. An expanded coverage
ALTA Homeowner’s Policy of Title Insurance in the amount of the Purchase Price shall be ordered by Seller and furnished to Buyer at
Seller’s expense, and a commitment to issue a policy insuring marketable title vested in Buyer, including a real estate tax status
report, will be made available to Buyer within ten (10) days after the Effective Date. If Buyer so chooses, or if an expanded policy is
not applicable, then a standard ALTA Owners’ Policy of Title Insurance shall be provided.
If Buyer objects to any conditions, Buyer may, within three (3) days of receipt of the Title Commitment, by written notice to Seller,
either terminate this Agreement and receive a refund of Buyer’s Earnest Money Deposit, or make a written proposal to Seller to correct
those unsatisfactory conditions. If Buyer fails to make a written proposal within the above referenced time period, then Buyer will be
deemed to have accepted the Title Commitment as-is. Seller may negotiate with Buyer, or by written notice to Buyer, accept Buyer’s
proposal or terminate this Agreement. If Seller fails to respond, or to arrive at a mutually agreeable resolution within three (3) days
after Seller’s receipt of Buyer’s proposal, Buyer shall have three (3) days to provide written notice of termination of this Agreement and
shall receive a refund of any applicable Earnest Money Deposit. If Buyer fails to terminate this Agreement within said three (3) day
period, Buyer will be deemed to accept the Title Commitment as-is and will proceed to closing according to the terms and conditions
of this Agreement. Exceptions:
18. Property Survey: Broker advises that Buyer should have a survey performed to satisfy Buyer as to the boundaries of the Property
and the location of improvements thereon.
Buyer or Seller (choose one) shall within ten (10) days of the Effective Date, order, at their expense, a boundary survey with iron
corner stakes showing the location of the boundaries, improvements and easements in connection with the Property. Upon receipt of
the survey, Buyer will have three (3) days to review the survey. If the survey shows any condition, in Buyer’s sole discretion, which
would interfere with Buyer’s intended use of the Property, the marketability of the title, or zoning non-compliance, then Buyer may,
within said three (3) day period, terminate this Agreement, in writing, and Buyer will receive a full refund of Buyer’s Earnest Money
Deposit.
No survey. Buyer has waived all rights under this paragraph.
When closing occurs, Buyer shall be deemed to have accepted the boundaries of the Property and the location of such improvements
thereon. Exceptions:
19. Home Protection Plan: Buyer and Seller have been informed that home protection plans may be available. Such plans may provide
additional protection and benefit to the parties. Exceptions:
Seller to provide if one exists.
20. Prorations: Rent; association dues/fees, if any; insurance, if assigned; interest on any existing land contract, mortgage or lien
assumed by Buyer; will all be adjusted to the date of closing. For the purposes of calculating prorations, it is presumed that Seller
owns the Property through the day before closing.
21. Closing: If agreeable to Buyer and Seller, the sale will be closed as soon as closing documents are ready, but not later than
04/03/2023 . An additional period of fifteen (15) days will be allowed for closing to accommodate the correction of
title defects or survey problems which can be readily corrected, or for delays in obtaining any lender required inspections/repairs. During
this additional period, the closing will be held within 5 days after all parties have been notified that all necessary documents have been
prepared. Buyer and Seller will each pay their title company closing fee, if applicable, except in the case of VA financing where Seller
will pay the entire closing fee. Exceptions:
22. Pre-Closing Walk-Through: Buyer (choose one) reserves waives the right to conduct a final walk-through of the
Property within three (3) days of the scheduled closing date. The purpose of the walk-through is to determine that the Property is in
a substantially similar condition as of the Effective Date, any contractually agreed upon items have been fulfilled, and that any included
personal property is still located at the Property. Buyer shall immediately report to Seller any objections to these conditions and Buyer’s
requested corrective action.
23. Possession: Seller will maintain the Property in its present condition until the completion of the closing of the sale. Possession to be
delivered to Buyer, subject to rights of present tenants, if any.
At the completion of the closing of the sale.
At a.m. p.m. on the day after completion of the closing of the sale, during which time Seller
269 Catherine Avenue, Muskegon, MI 49442
Subject Property Address/Description Date Time
©Copyright, West Michigan REALTOR® Associations
LGG Buyer’s Initials LM Seller’s Initials
Revision Date 1/2023 03/01/23 03/02/23
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will have the privilege to occupy the Property and hereby agrees to pay Buyer $ 0 as an occupancy
fee for this period payable at closing, WITHOUT PRORATION. Payment shall be made in the form of cash or certified funds.
If Seller fails to deliver possession to Buyer on the agreed date, Seller shall become a tenant at sufferance and shall pay to Buyer as
liquidated damages $0 per day plus all of the Buyer’s actual reasonable attorney's fees incurred in removing the Seller
from the Property.
If Seller occupies the Property after closing, Seller will pay all utilities during such occupancy. Buyer will maintain the structure and
mechanical systems at the Property. However, any repairs or replacements necessitated by Seller’s misuse, abuse, or neglect of any
portion of the Property will be Seller’s responsibility and expense.
On the agreed delivery date, Seller shall deliver the Property free of trash and debris and in broom-clean condition, shall remove all
personal property (unless otherwise stated in this or an additional written agreement), shall make arrangements for final payment on
all utilities, and shall deliver all keys to Buyer. Exceptions:
24. Earnest Money Deposit: For valuable consideration, Buyer gives Seller until 9pm (time) on
03/02/2023 (date), to deliver the written acceptance of this offer and agrees that this offer, when accepted by
Seller, will constitute a binding Agreement between Buyer and Seller. An Earnest Money Deposit in the amount of $2000
shall be submitted toChicago Title (insert name of broker, title
company, other) within 72 hours of the Effective Date of this Agreement, and shall be applied against the Purchase Price. If the Earnest
Money Deposit is not received within 72 hours of the Effective Date or is returned for insufficient funds, Seller may terminate this
Agreement until such time as the Earnest Money Deposit is received. If Seller terminates this Agreement under this provision, Seller
waives any claim to the Earnest Money Deposit. If the sale is not closed due to a failure to satisfy a contingency for a reason other
than the fault of Buyer, the Earnest Money Deposit shall be refunded to Buyer. If the sale is not closed as provided in this Agreement
and Buyer and Seller do not agree to the disposition of the Earnest Money Deposit, then Buyer and Seller agree that the Broker holding
the Earnest Money Deposit may notify Buyer and Seller, in writing, of Broker’s intended disposition of the Earnest Money Deposit. If
Buyer and Seller do not object to such disposition in writing within fifteen (15) days after the date of Broker’s notice, they will be deemed
to have agreed to Broker’s proposed disposition; if either Buyer or Seller object and no mutually agreeable disposition can be
negotiated, Broker may deposit the funds by interpleader with a court of proper jurisdiction or await further actions by Buyer and Seller.
In the event of litigation involving the deposit, in whole or in part, either the Seller or the Buyer that is not the prevailing party, as
determined by the court, will reimburse the other for reasonable attorneys’ fees and expenses incurred in connection with the litigation,
and will reimburse the Broker for any reasonable attorneys’ fees and expenses incurred in connection with any interpleader action
instituted. If the entity holding the Earnest Money Deposit is not the Broker, then to the extent that the terms of any escrow agreement
conflict with this paragraph, then the terms and conditions of the escrow agreement shall control.
25. Professional Advice: Broker hereby advises Buyer and Seller to seek legal, tax, environmental and other appropriate professional
advice relating to this transaction. Broker does not make any representations or warranties with respect to the advisability of, or the
legal effect of this transaction. Buyer further acknowledges that REALTOR® above named in the Agreement hereby recommends to
Buyer that an attorney be retained by Buyer to pass upon the marketability of the title and to ascertain that the required details of the
sale are adhered to before the transaction is consummated. Buyer agrees that Buyer is not relying on any representation or statement
made by Seller or any real estate salesperson (whether intentionally or negligently) regarding any aspect of the Property or this sale
transaction, except as may be expressly set forth in this Agreement, a written amendment to this Agreement, or a disclosure statement
separately signed by Seller.
26. Disclosure of Information: Buyer and Seller acknowledge and agree that the Purchase Price, terms, and other details with respect
to this transaction (when closed) are not confidential, will be disclosed to REALTORS® who participate in the applicable Multiple Listing
Service, and may otherwise be used and/or published by that Multiple Listing Service in the ordinary course of its business.
27. Other Provisions:
28. Mergers and Integrations: This Agreement is the final expression of the complete agreement of Buyer and Seller, and there are no
oral agreements existing between Buyer and Seller relating to this transaction. This Agreement may be amended only in writing signed
by Buyer and Seller and attached to this Agreement.
29. Fax/Electronic Distribution and Electronic Signatures: Buyer and Seller agree that any signed copy of this Agreement, and any
amendments or addendums related to this transaction, transmitted by facsimile or other electronic means shall be competent evidence
of its contents to the same effect as an original signed copy. Buyer and Seller further agree that an electronic signature is the legal
equivalent of a manual or handwritten signature, and consent to use of electronic signatures. Buyer and Seller agree that any notice(s)
required or permitted under this Agreement may also be transmitted by facsimile or other electronic means.
30. Wire Fraud: Seller and Buyer are advised that wire fraud is an increasingly common problem. If you receive any electronic
269 Catherine Avenue, Muskegon, MI 49442
Subject Property Address/Description Date Time
©Copyright, West Michigan REALTOR® Associations
LGG Buyer’s Initials LM Seller’s Initials
Revision Date 1/2023 03/01/23 03/02/23
10:21 AM EST
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communication directing you to transfer funds or provide nonpublic personal information (such as social security numbers, drivers’
license numbers, wire instructions, bank account numbers, etc.), even if that electronic communication appears to be from the
Broker, Title Company, or Lender, DO NOT reply until you have verified the authenticity of the email by direct communication with
Broker, Title Company, or Lender. DO NOT use telephone numbers provided in the email. Such requests may be part of a scheme
to steal funds or use your identity.
31. Buyer’s Approval and Acknowledgment: Buyer approves the terms of this offer and acknowledges receipt of a copy of this offer.
Leticia García González
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ZOYK-WFUN-AQZA-JTKG Buyer
Buyer 1 Phone: (Res.) (Bus.) Leticia García González
Print name as you want it to appear on documents.
Buyer 2 Address X Buyer
Buyer 2 Phone: (Res.) (Bus.)
Print name as you want it to appear on documents.
32. Seller’s Response: The above offer is approved: As written. As written except:
Counteroffer, if any, expires , at (time). Seller has the right to withdraw this
counteroffer and to accept other offers until Seller or Seller’s Agent has received notice of Buyer’s acceptance.
33. Certification of Previous Disclosure Statement: Seller certifies to Buyer that the Property is currently in the same condition as
disclosed in the Seller’s Disclosure Statement dated (choose one): Yes No.
Seller agrees to inform Buyer in writing of any changes in the content of the disclosure statement prior to closing.
34. Notice to Seller: Seller understands that consummation of the sale or transfer of the Property described in this Agreement will not
relieve Seller of any liability that Seller may have under the mortgages to which the Property is subject, unless otherwise agreed to by
the lender or required by law or regulation. Buyer and Seller are advised that a Notice to Seller & Buyer of Underlying Mortgage form
is available from the respective agents via the West Michigan REALTOR® Boards.
35. Listing Office Address:3265 Walker Ave, Suite D, Grand Rapids, MI 49544 Listing Broker License # 6505429509
Listing Agent Name: Mariana Murillo VanDam Listing Agent License # 6506015435
36. Seller’s Approval and Acknowledgment: Seller approves the terms of this Agreement and acknowledges receipt of a copy. If Seller’s
response occurs after Buyer’s offer expires, then Seller’s response is considered a counteroffer and Buyer’s acceptance is required
below.
X (Seller’s Signature, Date, Time): LeighAnn Mikesell
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KCDU-3PLP-E20U-ASSK
LeighAnn Mikesell Is Seller a U.S. Citizen or Resident Alien? Yes No*
Print name as you want it to appear on documents.
X (Seller’s Signature, Date, Time):
Is Seller a U.S. Citizen or Resident Alien? Yes No*
Print name as you want it to appear on documents.
Seller’s Address: Seller’s Phone (Res.) (Bus)
* If Seller(s) is not a U.S. Citizen or Resident Alien, there may be tax implications and Buyer and Seller are advised to seek professional advice.
37. Buyer’s Receipt/Acceptance: Buyer acknowledges receipt of Seller’s response to Buyer’s offer. In the event Seller’s response
constitutes a counteroffer, Buyer accepts said counteroffer. All other terms and conditions in the offer remain unchanged.
X (Buyer’s Signature, Date, Time):
X (Buyer’s Signature, Date, Time):
38. Seller’s Receipt: Seller acknowledges receipt of Buyer’s acceptance of counter offer.
X (Seller’s Signature, Date, Time):
X (Seller’s Signature, Date, Time):
Subject Property Address/Description Date Time
©Copyright, West Michigan REALTOR® Associations
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Agenda Item Review Form
Muskegon City Commission
Commission Meeting Date: March 14, 2023 Title: Farmers Market Rates
Submitted By: Ann Meisch Department: City Clerk
Brief Summary: Staff recommends increasing tier 1 – corner from $678 to $700, tier 1 regular from
$628 to $650, and Tier 2 regular from $528 to $540, Saturday daily vendors from $36 to $40, and
add a new fee of Tuesdays from July – Sept of $30.
Detailed Summary & Background: The Farmers Market Advisory committee met on February 23,
2023 to review the proposed fees and recommended approval.
Goal/Focus Area/Action Item Addressed: Action item 2022-4.2 External Revenue Sources
Amount Requested: NA Amount Budgeted:
Fund(s) or Account(s): 252 Farmers Market Fund(s) or Account(s):
Recommended Motion: To approve the request to increase the vendor fees at the Farmers Market
as outlined above.
Approvals: Guest(s) Invited / Presenting
Immediate Division Head Information Technology
Yes
Other Division Heads Communication
Legal Review No
For City Clerk Use Only:
Commission Action:
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2023 Summer Rates (May 6 – November 25) (Closed Thanksgiving 11/23) Starting Date Tuesday May 2
per stall/per day
TIER 1 - CORNER 7 MONTHS 700.00 7.87 WINTER MKT NOV / INSIDE / DOOR TBD
TIER 1 - REGULAR 7 MONTHS 650.00 7.30 WINTER MKT NOV / INSIDE / TABLE TBD
TIER 2 - REGULAR 7 MONTHS/NO PARK 540.00 6.08
TUESDAY MAY – JUNE 20.00 WINTER MKT 5 MONTHS (DEC – APR)
TUESDAY JULY – SEPT 30.00 WINTER MKT OUTSIDE TBD
TUESDAY OCT – NOV 20.00 WINTER MKT INSIDE/DOOR/DAILY TBD
TBD
WINTER MKT INSIDE/TABLE/DAILY
THURSDAY MAY – NOV 20.00
SATURDAY MAY – NOV 40.00
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Agenda Item Review Form
Muskegon City Commission
Commission Meeting Date: March 14, 2023 Title: Amend Ordinance
Chapter 6, Animals
Submitted By: Jonathan Seyferth Department: City Manager
Brief Summary:
The City Commission at their December 2022 LPC meeting directed staff to update the Animal
Ordinance to remove all specific references to any one type of dog breed.
Detailed Summary & Background:
There were several references to “pit bull dog” in the ordinance. Those were all removed. The
language that remains references “dangerous dogs” or “dangerous animals.”
Staff also updated the definitions of Dangerous Animal and Vicious Animal.
Staff believes this update achieves the directive of the Commission.
It should be noted, legal counsel reviewed the update. It was point out that by having “pit bull” in
the ordinance it does make it more straight forward to enforce on that breed if there’s an issue (the
burden of proof on the City is less because a specific breed is called out). This update could create
another step in the process for that breed. However, it now becomes uniform for all breed types.
This is simply bring provided for context and transparency.
Goal/Focus Area/Action Item Addressed:
Community Connection, fostering stronger ties among community agencies/partners
Amount Requested: None Amount Budgeted: N/A
Fund(s) or Account(s): N/A Fund(s) or Account(s): N/A
Recommended Motion: I recommend updating City Ordinance, Chapter 6, Animals as presented.
Approvals: Get approval from division head at a minimum prior Guest(s) Invited / Presenting
to sending to the Clerk.
Immediate Division Head Information Technology Yes
Other Division Heads Communication No
Legal Review
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For City Clerk Use Only:
Commission Action:
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Chapter 6
ANIMALS*
Sec. 6-1. Definitions.
Sec. 6-2. Penalties.
Sec. 6-3. Reserved.
Sec. 6-4. Responsibilities; authority.
Sec. 6-5. Owner responsibility.
Sec. 6-6. Interference; authority of police and animal control officers.
Sec. 6-7. Impoundment.
Sec. 6-8. Licensing; rabies vaccination.
Sec. 6-9. General prohibitions.
Sec. 6-10. Reserved.
Sec. 6-11. Abandonment.
Sec. 6-12. Animals running loose.
Sec. 6-13. Removal of animal excrement.
Sec. 6-14. Confinement of animals; number of dogs and cats which may be
kept.
Sec. 6-15. Dangerous dogs; confinement and handling; number.
Sec. 6-16. Other dangerous animals; confinement.
Sec. 6-17. Livestock and poultry.
Sec. 6-18. Beekeeping.
*State law references—Animal control ordinances, MCL 287.290; Dogs Law of 1919, MCL 287.261 et seq.; dangerous
animals, MCL 287.321 et seq.
Supp. No. 3
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ANIMALS
Sec. 6-1. Definitions. Dangerous animal does not include any of the following:(1) An
The following words, terms and phrases, when animal that bites or attacks a person who is
used in this chapter, shall have the meanings
ascribed to them in this section, except where the knowingly trespassing on the property of the
context clearly indicates a different meaning:
Animal control authority means the county and the animal’s owner.
city and their designated officers. The licensing
authority and the animal control authority may be,
but are not necessarily, the same entity. Animal
(2) An animal that bites or attacks a person who
control shelter means a facility operated by the
county and, in addition, if designated and provokes or torments the animal.
contracted, other facilities under contract with the
city for the impoundment and care of animals that
are found in the streets or at large, animals that are
otherwise held due to the violation of a municipal (3) An animal that is responding in a manner that
ordinance, county ordinance or state law, or animals
that are surrendered to the animal control shelter. an ordinary and reasonable person would conclude
Control means having an animal in confinement was designed to protect a person if that person is
as described or required by this chapter, or
engaged in a lawful activity or is the subject of an
restrained by its owner on a leash no greater than six
feet in length and of sufficient strength to confine assault.
the animal, or in certain cases where specified in
this chapter, a shorter leash. The term "control"
shall not mean allowing an animal to go unleashed
outside of its confinement or pen. Handler means any person having control of an
animal, whether or not by the consent or direction
Dangerous animal means a dog or other animal of the owner.
that bites or attacks or threatens to attack a person
(as evidenced by snarling, snapping or lunging); or Impound means to place any animal in the
a dog that bites or attacks and causes serious injury custody or control of an animal control shelter.
or death to another dog while the other dog is on the Licensing authority means the county, in
property or under the control of its owner.
Dangerous animal also includes the following: accordance with state law and county ordinance.
Livestock means horses, cows, swine, sheep, goats,
(1) Any mammal, amphibian, reptile, or fowl
of a species which, due to size, vicious or any hoofed animal.
nature or other characteristic, would Owner means a person having the custody of an
constitute a danger to human life, physical animal or who keeps or harbors an animal, a person
well-being or property, including, but not having the authority of the owner to be the handler
limited to, lions, tigers, leopards, panthers, of the animal, or a person who knowingly permits
bears, wolves or wolf hybrids, apes, an animal to remain on or about any premises
gorillas, monkeys of a species with an occupied by that person. Poultry includes chicken,
average adult weight in excess of 20 ducks, geese, pheasants, or other fowl of a type
pounds, foxes, elephants, alligators, normally used for food or egg production.
crocodiles and snakes which are poisonous
or otherwise present a risk of physical harm Restraint. A dog or cat shall be considered under
or death to human beings as a result of their restraint if it is within the real property limits of its
nature or physical makeup, including all owner or secured by its owner on a leash or lead no
constrictors. greater than six feet in length and of sufficient
strength to confine the animal. Any other animal is
(2) Any dog or cat having a disposition or considered restrained only if it is effectively
propensity to attack or bite any person or prevented from escape by appropriate means.
animal without provocation.
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MUSKEGON CITY CODE
Vicious animal means any animal which: pursue, including destruction of the animal
in question.
(1) Has killed a person; or (Code 2002, § 6-2; Ord. No. 2064, § 3.16, 12-
112001)
(2) Has inflicted serious injury to a person; or
Sec. 6-3. Reserved.
(3) Has continued to exhibit the behavior which Sec. 6-4. Responsibilities; authority.
resulted in a previous finding by a court or
animal control officer that it is a dangerous (a) It is determined by the city that ownership
or vicious dog, provided that its owner has of an animal is a privilege which carries with it
been given notice of that finding responsibilities to the city and all persons therein
with regard to the care, custody, and handling of the
animal.
Wild animal means any living member of the (b) This chapter shall not be construed to limit
animal kingdom, including those born or raised in or substitute for the authority or functions of the
captivity, except the following: county animal control shelter or animal control
department.
(1) Domestic dogs (excluding hybrids with
wolves, coyotes, or jackals). (c) The regulations set forth in this chapter are
supplemental to and not in substitution of the county
(2) Domestics cats (excluding hybrids with animal control department, any county ordinance
ocelots or margays). related thereto or the state law regarding county
(3) Ferrets. animal control.
(4) Rodents. (d) The provisions of this chapter shall be
construed to impose the primary responsibility for
§6-1
compliance with its provisions on the owner, the
handler, or on any person in control of any animal.
No animal of any kind shall be kept in the city or be
(5) Captive-bred species of common cage present in the city in violation of the provisions of
birds. (Code 2002, § 6-1; Ord. No. 2064, § this chapter.
3.2, 12-112001; Ord. No. 2222, 5-22-2007; (Code 2002, § 6-4; Ord. No. 2064, §§ 3.0, 3.1, 3.3,
Ord. No. 2268,
12-11-2001; Ord. No. 2268, 12-8-2009)
12-8-2009)
Sec. 6-5. Owner responsibility.
Sec. 6-2. Penalties.
(a) All dogs and cats shall be kept under
Any person violating this chapter shall be subject
restraint, except for a service animal actively
to one or more of the following penalties as
engaged in performing its duty or a dog actively
applicable:
engaged in training or performance event or
(1) Any person violating section 6-15 competition. Dogs or cats shall not be permitted to
involving dangerous dogs shall be guilty of be at large in the city.
a misdemeanor.
(b) Every vicious dog or cat, as determined by
(2) Any person violating any other prohibition a police officer or the animal control authority, shall
of this chapter shall be responsible for a be confined by its owner within a building or secure
municipal civil infraction. The schedule of enclosure and shall be securely muzzled or caged
fines for municipal civil infractions is set whenever off the premises of its owner.
forth in section 46-204.
(c) The owner of every dog or cat shall be held
(3) All persons found in violation shall be responsible for every behavior of such dog or cat
subject to further injunctive or other under the provisions of this chapter.
equitable relief as the city may determine to
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ANIMALS
(d) Fecal matter shall be collected and removed (a) No person shall own, keep, or harbor any
from the area where the animal is harbored or kept. dog over four months of age within the city unless
(Code 2002, § 6-5; Ord. No. 2064, § 3.9, 12- such dog is vaccinated and licensed, as required by
112001; Ord. No. 2229, 7-10-2007; Ord. No. 2268, state law, county ordinance or both. The provisions
12-8-2009) of this section do not apply to animals owned by a
licensed research facility or held in a veterinary
Sec. 6-6. Interference; authority of police and medical facility or government operated or licensed
animal control officers. animal shelter.
(a) No person shall interfere with, oppose, (b) All dogs shall be vaccinated against rabies,
hinder, or molest any agent of the animal control and certified as so vaccinated, as required by state
authority in the performance of any duty as law, county ordinance or both. (Code 2002, § 6-8;
provided in this chapter. Ord. No. 2064, § 3.5, 12-112001; Ord. No. 2268,
(b) If seizure and impoundment of a dangerous 12-8-2009)
animal is not possible without risk of serious
physical harm or death to any person, the animal Sec. 6-9. General prohibitions.
may be killed by a police officer or animal control
officer at the time of seizure or impoundment. The following actions or failures to act shall
(Code 2002, § 6-6; Ord. No. 2064, § 3.7, 12- constitute a violation of this chapter, in addition to
112001) other prohibitions or violations found in this
chapter.
Sec. 6-7. Impoundment. (1) Training an animal to engage in vicious
(a) Impoundment shall occur, where behavior.
authorized by this chapter, at the county animal §6-12
shelter or at an animal control shelter or other
designated contracted facility registered under
Public Act No. 287 of 1969 (MCL 287.331 et seq.) (2) Training any animal for fighting or contests
to provide services to include impounding of with other animals; carrying on, promoting
animals delivered to the shelter by authority of the or being present at such a fighting event
city or the county. A contract with an animal control between animals.
shelter may include shelters in addition to the
county animal shelter for services, impoundment, (3) Cruelty to any animal or poisoning an
confinement or other functions which the county animal.
elects not to perform or is unable to perform. The (4) Molesting small wild animals, birds or
services and functions of the animal control shelter birds' nests.
are governed by state law and county ordinance, if
any. (5) Allowing an animal to constitute a nuisance
to surrounding properties or other persons
(b) Any animal control shelter in which an in the vicinity.
animal is impounded shall carry on release, (6) Harboring or keeping any dog which
treatment, adoption or disposal of animals in commits frequent or habitual barking,
accordance with the requirements of state law. No yelping or howling.
dog or cat shall be released for adoption to any
person without being neutered. If the animal is too (7) Having a dog on any beach in the city, even
young to neuter at the time of adoption, the fee shall if controlled, except for a blind person
be paid for services, which shall be performed at a controlling a guide dog at any time, and
later date. except during the months of October
(Code 2002, § 6-7; Ord. No. 2064, § 3.6, 12- through March, or except as allowed by
112001) park rules promulgated from time to time
by the city.
Sec. 6-8. Licensing; rabies vaccination. (8) Engaging in the feeding of wild animals,
stray cats, or stray dogs.
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(Code 2002, § 6-9; Ord. No. 2064, § 3.14, 12-11- for such purpose is prevented by the person owning
2001; Ord. No. 2268, 12-8-2009) or controlling the property.
State law references—Cruelty to animals, MCL 750.50;
poisoning, MCL 750.437. (c) This section shall not apply to a person with
a leader, guide or service animal where the person
Sec. 6-10. Reserved. is unable to comply due to their disability.
(Code 2002, § 6-13; Ord. No. 2064, § 3.15, 12-
See. 6-11. Abandonment. 112001)
Abandonment of animals is prohibited within the
Sec. 6-14. Confinement of animals; number of dogs
city.
and cats which may be kept.
(Code 2002, § 6-11; Ord. No. 2064, § 3.8.3, 12-
112001) (a) In other than a permitted veterinary clinic ,
kennel or commercial use, no person shall maintain
Sec. 6-12. Animals running loose. more than three adult dogs and four adult cats in the
All animals, whether dangerous or not, shall be city. Animals bom on the premises to a legally
subject to the following: confined pet may remain thereon until four months
of age, after which they shall be considered adult
(1) No person shall allow an animal to run dogs or cats.
loose or be unconfined in the city.
(2) If an animal is upon the premises of the (b) All dogs kept in the city must be licensed in
owner, the animal shall be effectively accordance with state law and county ordinances.
confined as provided in this chapter. (c) All animals shall be confined in a pen or
(3) No dog shall be allowed to run on any inside the dwelling, under conditions which are
beach, except a dog completely controlled sanitary, safe and secure. Any pen utilized for the
outdoor confinement of a dog shall be of sturdy and
§6-12
secure construction designed to prevent the escape
of the animal.
by a person during the months of October (d) No female animal in heat shall be confined
through March, or as permitted by park in a place where other animals may have access or
rules promulgated by the city from time to a nuisance may be created.
time.
(e) Any dog which habitually barks shall be
(4) No unrestrained, unleashed or uncontrolled kept inside the dwelling.
dog shall be allowed in any park. (Code 2002, § 6-14; Ord. No. 2064, § 3.10, 12-
(Code 2002, § 6-12; Ord. No. 2064, § 3.13, 12- 112001; Ord. No. 2268, 12-8-2009)
112001; Ord. No. 2268, 12-8-2009)
Sec. 6-15. Dangerous dogs; confinement and
Sec. 6-13. Removal of animal excrement. handling; number.
(a) It shall be unlawful for any person to appear (a) All dangerous dogsshall be especially
with any animal on public property or the private confined and treated as follows:
property of another, unless that person has in his
possession an appropriate device for removal of (1) Leash and muzzle. No person shall permit a
animal excrement. dangerous dog to go outside its kennel or
pen unless it is securely leashed with a leash
(b) It shall be unlawful for any person to allow no longer than four feet in length. No such
any animal to leave its excrement on any public dog shall be kept on a chain, rope or other
property, or upon the private property of another, type of leash outside its kennel or pen
unless the excrement is promptly and thoroughly unless a person is in physical control of the
removed from the property by the use of a removal leash. Such dogs may not be leashed or tied
device; provided, a person may fail to remove the to inanimate objects. Any such dog on a
excrement if entry on the private property of another leash outside its kennel or pen must be
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ANIMALS
muzzled by a muzzling device sufficient to Sec. 6-16. Other dangerous
prevent the dog from biting persons or other animals; confinement.
animals.
(a) All other dangerous animals besides dogs
(2) Confinement. All dangerous dogs shall be shall be kept and confined in completely secure
securely confined indoors or in a securely cages or containers which allow no access by any
enclosed and locked pen or kennel, except persons except by unlocking such cages or
when leashed, muzzled and controlled as containers for the feeding of the animal. Such
provided in subsection (a)(1) of this section. dangerous animals shall be confined so that there is
Such pen, kennel or structure must have no access to any other animal or humans by the
secured sides and a secured top attached to animals.
the sides. All structures used to confine
dangerous dogs must be locked with a key
or combination lock when such animals are Supp. No. 3
within the structure. The structure must
have a secure bottom or floor attached to the §6-17
sides of the pen or the sides of the pen must
be embedded in the ground no less than two
feet from the grade. All such structures (b) No lions, tigers, leopards, panthers, bears,
must be adequately lighted and ventilated wolves or wolf hybrids, apes, gorillas, monkeys in
and kept in a clean and sanitary condition. excess of 20 pounds, elephants, alligators,
crocodiles, or poisonous or constrictor snakes shall
(3) Confinement indoors. No dangerous dogs be kept in the city, except in a licensed zoo. (Code
may be kept on a porch, patio, or any part 2002, § 6-16; Ord. No. 2064, § 3.12, 12-11-2001)
of a house or structure that would allow the State law reference—Dangerous animals, MCL 287.321 et seq.
dog to exit such a building. No such animal
may be kept in a vacant house or structure. Sec. 6-17. Livestock and poultry.
(4) Signs. All owners or handlers of dangerous (a) Except as provided in subsection (e), no
dogs within the city shall display in a livestock shall be kept in the city.
prominent place on the premises and on the (b) No live poultry shall be kept in the city
pen or kennel a sign stating the words except that one pet may be kept in a pen or
"Beware of Dog." The letters shall be at confinement which is at least 25 feet from any
least three inches in height. dwelling.
(5) Insurance. All owners or handlers of (c) No more than two rabbits shall be kept on
dangerous dogs must obtain public liability any premises in the city. The two rabbits which may
insurance in a single incident amount of at be kept at premises shall be in a pen located at least
least $50,000.00 for bodily injury, death or 25 feet from any dwelling and constructed and
property damage resulting from the maintained in accordance with standards published
ownership, keeping or maintenance of such in the industry or by a 4-H organization.
animal. (6) Number. No more than one dog
of the description determined by this (d) No wild animal shall be kept permanently
chapter to be dangerous shall be kept on any or temporarily in the city unless affiliated with a
premises in the city. transient circus or carnival having all required
permits to operate in the city, or a licensed zoo.
(b) Violations of the requirements of the (e) Education exception.
provisions in subsection (a) of this section
concerning dangerous dogs shall carry special (1) Upon submission of a site plan and
penalties set forth in this chapter. (Code 2002, § 6- approval by the planning commission, an
15; Ord. No. 2064, § 3.11, 12-11-2001; Ord. No. educational institution may keep a limited
2268, 12-8-2009) number of livestock, poultry, fowl, rabbits
State law reference—Dangerous animals, MCL 287.321 et seq. and other animals for educational purposes.
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(2) An "educational institutional" for purposes ii. Five to eight hives: 25 feet from
of this section is defined as an accredited property lines.
educational institution, such as a school
(2) Size of hives. A hive may not exceed 20
within the Muskegon area intermediate
cubic feet.
school district, an elementary, intermediate,
and/or secondary school, college, (3) Number of hives allowed. Lots less than
university or other such institutions of 10,890 square feet may have no more than
higher learning, public and private, offering two hives. Lots between 10,890 square feet
courses in general, technical or religious and 21,780 square feet may have no more
education, not operated for profit and in full than four hives. Lots between 21,781
compliance with the city's zoning square feet and 43,560
ordinance.
§6-17
Supp. No. 3
square feet may have no more than five
(3) Measures must be taken to ensure that the hives. Lots larger than 43,560 square feet may
livestock and other animals are not a have no more than eight hives. (4) Barriers. A
nuisance to neighboring properties for any flyway barrier at least six feet in height shall
reason, including the noise, smell, disease shield any part of a property line that is within 25
or danger that they may cause. feet of a hive. The flyway barrier shall consist of
(4) All livestock and other animals must be a wall, fence, dense vegetation or a combination
located at least 25 feet from any dwelling. thereof
(5) All state and federal laws and regulations (5) Water. A constant supply of water shall be
pertaining to the housing and care of provided for all hives to avoid the
animals shall be followed. In addition, the congregation of bees at other nearby water
program using the animals as part of its sources.
educational curriculum must comply with (6) Permit. A development permit is required
the career tech program guidelines and in order to keep bees.
regulations. (Ord. No. 2364, 5-9-2017)
(Code 2002, § 6-17; Ord. No. 2064, § 3.4, 12-
112001; Ord. No. 2268, 12-8-2009; Ord. No. 2327,
8-26-2014)
State law reference—Livestock at large, MCL 433.51 et seq.
Sec. 6-18. Beekeeping.
(a) Beekeeping is permitted under the following
conditions:
(1) Location. Hives are permitted on all
properties that have a principal structure
and also in approved community gardens
and urban farms. Hives must be located in
backyards or on rooftops. Community
gardens and urban farms that do not have a
principal structure to establish a back yard
must have the hives setback at least 50 feet
from the front property line. Hives must be
setback from side and rear property lines as
follows:
i. One to four hives: Ten feet from
property lines;
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Chapters 7—9
RESERVED
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ANIMALS
Chapter 6
ANIMALS*
Sec. 6-1. Definitions.
Sec. 6-2. Penalties.
Sec. 6-3. Reserved.
Sec. 6-4. Responsibilities; authority.
Sec. 6-5. Owner responsibility.
Sec. 6-6. Interference; authority of police and animal control officers.
Sec. 6-7. Impoundment.
Sec. 6-8. Licensing; rabies vaccination.
Sec. 6-9. General prohibitions.
Sec. 6-10. Reserved.
Sec. 6-11. Abandonment.
Sec. 6-12. Animals running loose.
Sec. 6-13. Removal of animal excrement.
Sec. 6-14. Confinement of animals; number of dogs and cats which may be
kept.
Sec. 6-15. Dangerous dogs; confinement and handling; number.
Sec. 6-16. Other dangerous animals; confinement.
Sec. 6-17. Livestock and poultry.
Sec. 6-18. Beekeeping.
*State law references—Animal control ordinances, MCL
287.290; Dogs Law of 1919, MCL 287.261 et seq.; dangerous
animals, MCL 287.321 et seq.
Supp. No. 3
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(2) Any dog or cat having a disposition or
propensity to attack or bite any person or
Sec. 6-1. Definitions. animal without provocation.
The following words, terms and phrases, when Dangerous animal does not include any of the
used in this chapter, shall have the meanings following:
ascribed to them in this section, except where the (1) An animal that bites or attacks a person
context clearly indicates a different meaning: who is knowingly trespassing on the
Animal control authority means the county and the property of the animal’s owner.
city and their designated officers. The licensing
authority and the animal control authority may be, (2) An animal that bites or attacks a person
but are not necessarily, the same entity. Animal who provokes or torments the animal.
control shelter means a facility operated by the (3) An animal that is responding in a manner
county and, in addition, if designated and that an ordinary and reasonable person
contracted, other facilities under contract with the would conclude was designed to protect a
city for the impoundment and care of animals that person if that person is engaged in a lawful
are found in the streets or at large, animals that are activity or is the subject of an assault.
otherwise held due to the violation of a municipal
ordinance, county ordinance or state law, or animals Handler means any person having control of an
that are surrendered to the animal control shelter. animal, whether or not by the consent or direction
of the owner.
Control means having an animal in confinement
as described or required by this chapter, or Impound means to place any animal in the
restrained by its owner on a leash no greater than six custody or control of an animal control shelter.
feet in length and of sufficient strength to confine Licensing authority means the county, in
the animal, or in certain cases where specified in
accordance with state law and county ordinance.
this chapter, a shorter leash. The term "control"
shall not mean allowing an animal to go unleashed Livestock means horses, cows, swine, sheep, goats,
outside of its confinement or pen. or any hoofed animal.
Dangerous animal means a dog or other animal Owner means a person having the custody of an
that bites or attacks or threatens to attack a person animal or who keeps or harbors an animal, a person
(as evidenced by snarling, snapping or lunging); or having the authority of the owner to be the handler
a dog that bites or attacks and causes serious injury of the animal, or a person who knowingly permits
or death to another dog while the other dog is on the an animal to remain on or about any premises
property or under the control of its owner. occupied by that person. Poultry includes chicken,
Dangerous animal also includes the following: ducks, geese, pheasants, or other fowl of a type
(1) Any mammal, amphibian, reptile, or fowl normally used for food or egg production.
of a species which, due to size, vicious Restraint. A dog or cat shall be considered under
nature or other characteristic, would restraint if it is within the real property limits of its
constitute a danger to human life, physical owner or secured by its owner on a leash or lead no
well-being or property, including, but not greater than six feet in length and of sufficient
limited to, lions, tigers, leopards, panthers, strength to confine the animal. Any other animal is
bears, wolves or wolf hybrids, apes, considered restrained only if it is effectively
gorillas, monkeys of a species with an prevented from escape by appropriate means.
average adult weight in excess of 20
pounds, foxes, elephants, alligators, Vicious animal means any animal which:
crocodiles and snakes which are poisonous (1) Has killed a person; or
or otherwise present a risk of physical harm
or death to human beings as a result of their (2) Has inflicted serious injury to a person; or
nature or physical makeup, including all
constrictors.
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ANIMALS
(3) Has continued to exhibit the behavior which with regard to the care, custody, and handling of the
resulted in a previous finding by a court or animal.
animal control officer that it is a dangerous
(b) This chapter shall not be construed to limit
or vicious dog, provided that its owner has
or substitute for the authority or functions of the
been given notice of that finding.
county animal control shelter or animal control
Wild animal means any living member of the department.
animal kingdom, including those born or raised in
(c) The regulations set forth in this chapter are
captivity, except the following:
supplemental to and not in substitution of the county
(1) Domestic dogs (excluding hybrids with animal control department, any county ordinance
wolves, coyotes, or jackals). related thereto or the state law regarding county
animal control.
(2) Domestics cats (excluding hybrids with
ocelots or margays). (d) The provisions of this chapter shall be
construed to impose the primary responsibility for
(3) Ferrets.
compliance with its provisions on the owner, the
(4) Rodents. handler, or on any person in control of any animal.
No animal of any kind shall be kept in the city or be
(5) Captive-bred species of common cage
present in the city in violation of the provisions of
birds. (Code 2002, § 6-1; Ord. No. 2064, §
this chapter.
3.2, 12-112001; Ord. No. 2222, 5-22-2007;
(Code 2002, § 6-4; Ord. No. 2064, §§ 3.0, 3.1, 3.3,
Ord. No. 2268,
12-8-2009) 12-11-2001; Ord. No. 2268, 12-8-2009)
Sec. 6-2. Penalties. Sec. 6-5. Owner responsibility.
Any person violating this chapter shall be subject (a) All dogs and cats shall be kept under
to one or more of the following penalties as restraint, except for a service animal actively
applicable: engaged in performing its duty or a dog actively
engaged in training or performance event or
(1) Any person violating section 6-15 competition. Dogs or cats shall not be permitted to
involving dangerous dogs shall be guilty of be at large in the city.
a misdemeanor.
(b) Every vicious dog or cat, as determined by
(2) Any person violating any other prohibition a police officer or the animal control authority, shall
of this chapter shall be responsible for a be confined by its owner within a building or secure
municipal civil infraction. The schedule of enclosure and shall be securely muzzled or caged
fines for municipal civil infractions is set whenever off the premises of its owner.
forth in section 46-204.
(c) The owner of every dog or cat shall be held
(3) All persons found in violation shall be
responsible for every behavior of such dog or cat
subject to further injunctive or other
under the provisions of this chapter.
equitable relief as the city may determine to
pursue, including destruction of the animal (d) Fecal matter shall be collected and removed
in question. from the area where the animal is harbored or kept.
(Code 2002, § 6-2; Ord. No. 2064, § 3.16, 12- (Code 2002, § 6-5; Ord. No. 2064, § 3.9, 12-
112001) 112001; Ord. No. 2229, 7-10-2007; Ord. No. 2268,
12-8-2009)
Sec. 6-3. Reserved.
Sec. 6-6. Interference; authority of police and
Sec. 6-4. Responsibilities; authority. animal control officers.
(a) It is determined by the city that ownership (a) No person shall interfere with, oppose,
of an animal is a privilege which carries with it hinder, or molest any agent of the animal control
responsibilities to the city and all persons therein authority in the performance of any duty as
provided in this chapter.
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(b) If seizure and impoundment of a dangerous Ord. No. 2064, § 3.5, 12-112001; Ord. No. 2268,
animal is not possible without risk of serious 12-8-2009)
physical harm or death to any person, the animal
may be killed by a police officer or animal control Sec. 6-9. General prohibitions.
officer at the time of seizure or impoundment.
(Code 2002, § 6-6; Ord. No. 2064, § 3.7, 12- The following actions or failures to act shall
112001) constitute a violation of this chapter, in addition to
other prohibitions or violations found in this
Sec. 6-7. Impoundment. chapter.
(a) Impoundment shall occur, where (1) Training an animal to engage in vicious
authorized by this chapter, at the county animal behavior.
shelter or at an animal control shelter or other §6-12
designated contracted facility registered under
Public Act No. 287 of 1969 (MCL 287.331 et seq.)
to provide services to include impounding of
animals delivered to the shelter by authority of the (2) Training any animal for fighting or contests
city or the county. A contract with an animal control with other animals; carrying on, promoting
shelter may include shelters in addition to the or being present at such a fighting event
county animal shelter for services, impoundment, between animals.
confinement or other functions which the county (3) Cruelty to any animal or poisoning an
elects not to perform or is unable to perform. The animal.
services and functions of the animal control shelter
are governed by state law and county ordinance, if (4) Molesting small wild animals, birds or
any. birds' nests.
(5) Allowing an animal to constitute a nuisance
(b) Any animal control shelter in which an to surrounding properties or other persons
animal is impounded shall carry on release, in the vicinity.
treatment, adoption or disposal of animals in
accordance with the requirements of state law. No (6) Harboring or keeping any dog which
dog or cat shall be released for adoption to any commits frequent or habitual barking,
person without being neutered. If the animal is too yelping or howling.
young to neuter at the time of adoption, the fee shall (7) Having a dog on any beach in the city, even
be paid for services, which shall be performed at a if controlled, except for a blind person
later date. controlling a guide dog at any time, and
(Code 2002, § 6-7; Ord. No. 2064, § 3.6, 12- except during the months of October
112001) through March, or except as allowed by
park rules promulgated from time to time
Sec. 6-8. Licensing; rabies vaccination. by the city.
(8) Engaging in the feeding of wild animals,
(a) No person shall own, keep, or harbor any stray cats, or stray dogs.
dog over four months of age within the city unless (Code 2002, § 6-9; Ord. No. 2064, § 3.14, 12-11-
such dog is vaccinated and licensed, as required by
2001; Ord. No. 2268, 12-8-2009)
state law, county ordinance or both. The provisions State law references—Cruelty to animals, MCL 750.50;
of this section do not apply to animals owned by a poisoning, MCL 750.437.
licensed research facility or held in a veterinary
medical facility or government operated or licensed Sec. 6-10. Reserved.
animal shelter.
See. 6-11. Abandonment.
(b) All dogs shall be vaccinated against rabies,
and certified as so vaccinated, as required by state Abandonment of animals is prohibited within the
law, county ordinance or both. (Code 2002, § 6-8; city.
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(Code 2002, § 6-11; Ord. No. 2064, § 3.8.3, 12- Sec. 6-14. Confinement of animals; number of dogs
112001) and cats which may be kept.
Sec. 6-12. Animals running loose. (a) In other than a permitted veterinary clinic,
kennel, or commercial use, no person shall maintain
All animals, whether dangerous or not, shall be more than three adult dogs and four adult cats in the
subject to the following: city. Animals born on the premises to a legally
(1) No person shall allow an animal to run confined pet may remain thereon until four months
loose or be unconfined in the city. of age, after which they shall be considered adult
dogs or cats.
(2) If an animal is upon the premises of the
owner, the animal shall be effectively (b) All dogs kept in the city must be licensed in
confined as provided in this chapter. accordance with state law and county ordinances.
(3) No dog shall be allowed to run on any (c) All animals shall be confined in a pen or
beach, except a dog completely controlled inside the dwelling, under conditions which are
§6-12 sanitary, safe and secure. Any pen utilized for the
outdoor confinement of a dog shall be of sturdy and
secure construction designed to prevent the escape
by a person during the months of October of the animal.
through March, or as permitted by park
(d) No female animal in heat shall be confined
rules promulgated by the city from time to
in a place where other animals may have access or
time.
a nuisance may be created.
(4) No unrestrained, unleashed or uncontrolled
dog shall be allowed in any park. (e) Any dog which habitually barks shall be
(Code 2002, § 6-12; Ord. No. 2064, § 3.13, 12- kept inside the dwelling.
112001; Ord. No. 2268, 12-8-2009) (Code 2002, § 6-14; Ord. No. 2064, § 3.10, 12-
112001; Ord. No. 2268, 12-8-2009)
Sec. 6-13. Removal of animal excrement.
Sec. 6-15. Dangerous dogs; confinement and
(a) It shall be unlawful for any person to appear handling; number.
with any animal on public property or the private
property of another, unless that person has in his (a) All dangerous dogs shall be especially
possession an appropriate device for removal of confined and treated as follows:
animal excrement. (1) Leash and muzzle. No person shall permit a
dangerous dog to go outside its kennel or
(b) It shall be unlawful for any person to allow
pen unless it is securely leashed with a leash
any animal to leave its excrement on any public
no longer than four feet in length. No such
property, or upon the private property of another,
dog shall be kept on a chain, rope or other
unless the excrement is promptly and thoroughly
type of leash outside its kennel or pen
removed from the property by the use of a removal
unless a person is in physical control of the
device; provided, a person may fail to remove the
leash. Such dogs may not be leashed or tied
excrement if entry on the private property of another
to inanimate objects. Any such dog on a
for such purpose is prevented by the person owning
leash outside its kennel or pen must be
or controlling the property.
muzzled by a muzzling device sufficient to
(c) This section shall not apply to a person with prevent the dog from biting persons or other
a leader, guide or service animal where the person animals.
is unable to comply due to their disability.
(2) Confinement. All dangerous dogs shall be
(Code 2002, § 6-13; Ord. No. 2064, § 3.15, 12-
securely confined indoors or in a securely
112001)
enclosed and locked pen or kennel, except
when leashed, muzzled and controlled as
provided in subsection (a)(1) of this section.
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Such pen, kennel or structure must have dangerous animals shall be confined so that there is
secured sides and a secured top attached to no access to any other animal or humans by the
the sides. All structures used to confine animals.
dangerous dogs must be locked with a key
or combination lock when such animals are
Supp. No. 3
within the structure. The structure must
have a secure bottom or floor attached to the
§6-17
sides of the pen or the sides of the pen must
be embedded in the ground no less than two
feet from the grade. All such structures
must be adequately lighted and ventilated (b) No lions, tigers, leopards, panthers, bears,
and kept in a clean and sanitary condition. wolves or wolf hybrids, apes, gorillas, monkeys in
excess of 20 pounds, elephants, alligators,
(3) Confinement indoors. No dangerous dogs crocodiles, or poisonous or constrictor snakes shall
may be kept on a porch, patio, or any part be kept in the city, except in a licensed zoo. (Code
of a house or structure that would allow the 2002, § 6-16; Ord. No. 2064, § 3.12, 12-11-2001)
dog to exit such a building. No such animal State law reference—Dangerous animals, MCL 287.321 et seq.
may be kept in a vacant house or structure.
Sec. 6-17. Livestock and poultry.
(4) Signs. All owners or handlers of dangerous
dogs within the city shall display in a (a) Except as provided in subsection (e), no
prominent place on the premises and on the livestock shall be kept in the city.
pen or kennel a sign stating the words (b) No live poultry shall be kept in the city
"Beware of Dog." The letters shall be at except that one pet may be kept in a pen or
least three inches in height. confinement which is at least 25 feet from any
dwelling.
(5) Insurance. All owners or handlers of
dangerous dogs must obtain public liability (c) No more than two rabbits shall be kept on
insurance in a single incident amount of at any premises in the city. The two rabbits which may
least $50,000.00 for bodily injury, death or be kept at premises shall be in a pen located at least
property damage resulting from the 25 feet from any dwelling and constructed and
ownership, keeping or maintenance of such maintained in accordance with standards published
animal. (6) Number. No more than one dog in the industry or by a 4-H organization.
of the description determined by this
(d) No wild animal shall be kept permanently
chapter to be dangerous shall be kept on any
or temporarily in the city unless affiliated with a
premises in the city.
transient circus or carnival having all required
(b) Violations of the requirements of the permits to operate in the city, or a licensed zoo.
provisions in subsection (a) of this section (e) Education exception.
concerning dangerous dogs shall carry special
penalties set forth in this chapter. (Code 2002, § 6- (1) Upon submission of a site plan and
15; Ord. No. 2064, § 3.11, 12-11-2001; Ord. No. approval by the planning commission, an
2268, 12-8-2009) educational institution may keep a limited
State law reference—Dangerous animals, MCL 287.321 et seq. number of livestock, poultry, fowl, rabbits
and other animals for educational purposes.
Sec. 6-16. Other dangerous (2) An "educational institutional" for purposes
animals; confinement. of this section is defined as an accredited
educational institution, such as a school
(a) All other dangerous animals besides dogs within the Muskegon area intermediate
shall be kept and confined in completely secure school district, an elementary, intermediate,
cages or containers which allow no access by any and/or secondary school, college,
persons except by unlocking such cages or university or other such institutions of
containers for the feeding of the animal. Such higher learning, public and private, offering
CD6:6
Packet Page 84
ANIMALS
courses in general, technical or religious 10,890 square feet may have no more than
education, not operated for profit and in full two hives. Lots between 10,890 square feet
compliance with the city's zoning and 21,780 square feet may have no more
ordinance. than four hives. Lots between 21,781
§6-17
square feet and 43,560
Supp. No. 3
(3) Measures must be taken to ensure that the
livestock and other animals are not a square feet may have no more than five
nuisance to neighboring properties for any hives. Lots larger than 43,560 square feet may
reason, including the noise, smell, disease have no more than eight hives. (4) Barriers. A
or danger that they may cause. flyway barrier at least six feet in height shall
(4) All livestock and other animals must be shield any part of a property line that is within 25
located at least 25 feet from any dwelling. feet of a hive. The flyway barrier shall consist of
a wall, fence, dense vegetation or a combination
(5) All state and federal laws and regulations thereof
pertaining to the housing and care of
animals shall be followed. In addition, the (5) Water. A constant supply of water shall be
program using the animals as part of its provided for all hives to avoid the
educational curriculum must comply with congregation of bees at other nearby water
the career tech program guidelines and sources.
regulations. (6) Permit. A development permit is required
(Code 2002, § 6-17; Ord. No. 2064, § 3.4, 12- in order to keep bees.
112001; Ord. No. 2268, 12-8-2009; Ord. No. 2327, (Ord. No. 2364, 5-9-2017)
8-26-2014)
State law reference—Livestock at large, MCL 433.51 et seq.
Sec. 6-18. Beekeeping.
(a) Beekeeping is permitted under the following
conditions:
(1) Location. Hives are permitted on all
properties that have a principal structure
and also in approved community gardens
and urban farms. Hives must be located in
backyards or on rooftops. Community
gardens and urban farms that do not have a
principal structure to establish a back yard
must have the hives setback at least 50 feet
from the front property line. Hives must be
setback from side and rear property lines as
follows:
i. One to four hives: Ten feet from
property lines;
ii. Five to eight hives: 25 feet from
property lines.
(2) Size of hives. A hive may not exceed 20
cubic feet.
(3) Number of hives allowed. Lots less than
CD6:7
Packet Page 85
Chapters 7—9
RESERVED
Packet Page 86
This ordinance adopted:
Ayes:
Nayes:
Adoption Date:
Effective Date:
First Reading:
Second Reading:
CITY OF MUSKEGON
By: __________________________
Ann Meisch, MMC - City Clerk
Packet Page 87
CERTIFICATE (Update to the Animal Ordinance definitions and terms)
The undersigned, being the duly qualified clerk of the City of Muskegon, Muskegon County, Michigan,
does hereby certify that the foregoing is a true and complete copy of an ordinance adopted by the City
Commission of the City of Muskegon, at a regular meeting of the City Commission on the 14th day of
March 2023, at which meeting a quorum was present and remained throughout, and that the original of said
ordinance is on file in the records of the City of Muskegon. I further certify that the meeting was conducted
and public notice was given pursuant to and in full compliance with Act No. 267, Public Acts of Michigan
of 1976, and that minutes were kept and will be or have been made available as required thereby.
DATED: March 14, 2023 ________________________________
Ann Meisch, MMC
Clerk, City of Muskegon
Publish Notice of Adoption to be published once within ten (10) days of final adoption.
Packet Page 88
CITY OF MUSKEGON
NOTICE OF ADOPTION
Please take notice that on March 14, 2023 the City Commission of the City of Muskegon adopted an
ordinance to update the terms and definitions on the Animal Ordinance, summarized as follows:
1. The updates to the Animal Ordinance remove all specific references to any one type of dog breed.
2. The definitions of Dangerous Animal and Vicious Animal were also updated.
Copies of the ordinance may be viewed and purchased at reasonable cost at the Office of the City Clerk in
the City Hall, 933 Terrace Street, Muskegon, Michigan, during regular business hours.
This ordinance amendment is effective ten days from the date of this publication.
Published CITY OF MUSKEGON
By: Ann Meisch, MMC, City Clerk
---------------------------------------------------------------------------------------------------------------------
PUBLISH ONCE WITHIN TEN (10) DAYS OF FINAL PASSAGE.
Packet Page 89
Agenda Item Review Form
Muskegon City Commission
Commission Meeting Date: 3/14/23 Title: 1095 Third Street Termination of
Purchase Agreement
Submitted By: Jake Eckholm Department: Economic Development
Brief Summary:
The due-diligence and closing deadline for the purchase agreement between the City and
Suburban Properties for the redevelopment of the former Catholic Charities site has expired, and
staff recommends formally terminating the approved purchase agreement.
Detailed Summary & Background:
We have been in regular contact with Mr. Shaun Burket of Suburban Properties since the August
2022 approval of the purchase agreement by the City Commission. Unfortunately, the lending
environment along with construction costs and delays with other active projects by Suburban
Properties has caused us to reach a point of mutual separation. We are still working collaboratively
with Suburban on a potential infill housing project, so we anticipate future partnerships are likely.
We will consider proposals from other developers who have been waiting for a turn at this property
most of the time it has been under option by Mr. Burket in another agenda item.
Goal/Focus Area/Action Item Addressed:
Goal 1 (Image) Housing Focus Area, Goal 2 (Quality of Life) Housing Focus Area, Action Item 21-8
Expand Housing Options, and Goal 3 (Revitalize Revenues) Housing Focus Area, Action Item 21-
13 Increase Property Values in Urban Core and Eastside Neighborhoods
Amount Requested: N/A Amount Budgeted: N/A
Fund(s) or Account(s): N/A Fund(s) or Account(s): N/A
Recommended Motion:
Motion to approve the Termination of Purchase Agreement as presented and authorize the Mayor
and Clerk to sign.
Approvals: Guest(s) Invited / Presenting:
Immediate Division Head Information Technology Yes
Other Division Heads Communication No
Legal Review
Packet Page 90
For City Clerk Use Only:
Commission Action:
Packet Page 91
Packet Page 92
Agenda Item Review Form
Muskegon City Commission
Commission Meeting Date: March 14, 2023 Title: On-Premise Tasting Room Permit for
Rake Beer Project, LLC
Submitted By: Ann Meisch Department: City Clerk
Brief Summary: To adopt a resolution approving a new On-Premise Tasting Room Permit for Rake
Beer Project, LLC at 500 W. Western Avenue, Suite 200, Muskegon, MI 49440
Detailed Summary:
Amount Requested: Amount Budgeted:
Fund(s) or Account(s): Fund(s) or Account(s):
Recommended Motion: To adopt the resolution for a new On-Premises Tasting Room Permit for
Rake Beer Project, LLC at 500 W. Western Avenue, Suite 200, Muskegon, MI 49440.
For City Clerk Use Only:
Commission Action:
Packet Page 93
Packet Page 94
Agenda Item Review Form
Muskegon City Commission
Commission Meeting Date: March 14, 2023 Title: USACE Right of Entry for Sewer Repair
Submitted By: Dan VanderHeide Department: DPW
Brief Summary:
The U.S. Army Corps of Engineers (USACE) has requested the City authorize their work on our
property to repair a storm sewer serving the U.S. Army Reserve base in the City.
Detailed Summary & Background:
The U.S. Army Corps of Engineers (USACE), on behalf of the U.S. Army Reserve base located at
1430 Parslow Drive, plans to repair a storm sewer outlet that has severely eroded the bank of
Ruddiman Creek. The storm sewer passes through the City’s property on it’s way to the creek.
The storm sewer sits in an easement; however, the scope of the repair is larger than the
easement. The USACE has requested the City sign a Right of Entry (ROE) document authorizing
them to work on the City’s property to make the repair.
Goal/Focus Area/Action Item Addressed:
Goal 3 Focus Area: Foster strong ties among government & community agencies.
Amount Requested: N/A Amount Budgeted: N/A
Fund(s) or Account(s): N/A Fund(s) or Account(s): N/A
Recommended Motion:
Grant Right of Entry to the U.S. Army Corps of Engineers and authorize the Mayor and Clerk to
sign the Right of Entry documents and certification.
Approvals: Legal Review Guest(s) Invited / Presenting
Immediate Division Head Information Technology Yes
Other Division Heads Communication No
For City Clerk Use Only:
Commission Action:
Packet Page 95
DEPARTMENT OF THE ARMY
U. S. ARMY ENGINEER DISTRICT, LOUISVILLE
CORPS OF ENGINEERS
P. O. BOX 59
LOUISVILLE KY 40201-0059
February 28, 2023
Real Estate Division
Dan VanderHeide
Public Works Director, City of Muskegon
1350 E. Keating Ave.
Muskegon, MI 49442
Re: Right-of-Entry DACA27-9-23-269, 2LT Walter Haupt Army Reserve Center, 1430 Parslow Dr.,
Muskegon, MI 49441-2799
Dear Mr. VanderHeide:
The United States Army Corps of Engineers (USACE) needs your cooperation in assisting the 88th
Readiness Division (RD) to complete a remediation project located near the Muskegon Army Reserve
Center. The 88th RD is planning a project to repair the storm water manhole as well as the pipe from our
property line to the spillway. The project will also repair the washed-out bank to include removing soil
from Ruddiman Creek. The land on which this work is to be completed is owned by the City of
Muskegon. A partnership between the USACE and yourself is needed for the successful outcome of the
project and gaining access to your organization’s property is essential.
Enclosed is a copy of Right-of-Entry No. DACA27-9-23-269. Also, enclosed is the Certificate of
Authority which must be completed and signed by someone other than the person signing the ROE. Please
return a signed copy of the Right-of-Entry and signed copy of the Certificate of Authority to
[email protected].
We look forward to working with you to conduct this work on your property. Your cooperation and
quick response would be appreciated. If you have any questions in this matter, please contact Mr. Richard
Madley (502) 315-6942.
Sincerely,
PRESTON.JACKI Digitally signed by
PRESTON.JACKIE.L.1230321171
E.L.1230321171 Date: 2023.02.28 13:58:48
-05'00'
Jackie L. Preston
Chief, Military Branch
Enclosures
Right-of-Entry
Certificate of Authority
Packet Page 96
ROE No. DACA27-9-23-269
DEPARTMENT OF THE ARMY
RIGHT-OF-ENTRY FOR CONSTRUCTION
2LT Walter Haupt Army Reserve Center FACID: MO023, Site Code: 26895
Project, Installation or Activity Tract No. or Other Property Identification
The undersigned, hereinafter called the "Owner", hereby grants to the United States of America,
hereinafter called the "Government", a permit or right-of-entry upon the following terms and
conditions:
1. The Owner hereby grants to the Government subject to coordination with Owner, an
irrevocable right to enter upon the lands hereinafter described at any time within a period of
Fifteen (15) months from the date of this instrument, for use by the Government, its
representatives, agents, contractors, and assigns, in order to repair the storm water manhole and
pipe from our property line to the spillway at the bottom of the ravine and repair the washed-out
bank caused by the broken storm pipe to include removing soil from Ruddiman Creek.
2. All tools, equipment, improvements, and other property taken upon or placed upon the land by
the Government shall remain the property of the Government and may be removed by the
Government at any time within a reasonable period after the expiration of this permit or right-of-
entry.
3. The Government subject to coordination with Owner, shall have the right to patrol and police
the lands hereinafter described during the period of this permit or right-of-entry.
4. If any action of the Government's employees or agents in the exercise of this right-of-entry
results in damage to the real property, the Government will, in its sole discretion, either repair
such damage or make an appropriate settlement with the Owner. In no event shall such repair or
settlement exceed the fair market value of the fee title to the real property at the time
immediately preceding such damage. The Government's liability under this clause is subject to
the availability of appropriations for such payment, and nothing contained in this agreement may
be considered as implying that Congress will at a later date appropriate funds sufficient to meet
any deficiencies. The provisions of this clause are without prejudice to any rights the Owner may
have to make a claim under applicable laws for any damages other than those provided for herein.
The land affected by this right-of-entry is located in the County of Muskegon, State of
Michigan, and is described in Exhibit A (Map).
Packet Page 97
ROE No. DACA27-9-23-269
WITNESS MY HAND AND SEAL this _____ day of ________________, 2023.
CITY OF MUSKEGON
Signature
______________________________
Print Name
UNITED STATES OF AMERICA
______________________________
Jackie Preston
Chief, Military Branch
Packet Page 98
Packet Page 99
DACA27-9-23-269
(2LT WALTER HAUPT ARMY RESERVE CENTER)
CERTIFICATE OF AUTHORITY
I, __________________________________ certify that I am the ____________________
(Name of clerk or appropriate official) (Title)
of the ______________________________ and that________________________________,
(name of govt entity) (Name of Officer Signing Agreement)
who signed the foregoing instrument on behalf of the grantee, was then the
_______________________of ____________________________________________
(Office Held) (name of govt entity)
I further certify that the said officer was acting within the scope of powers delegated
to this officer by the governing body of the grantee in executing said instrument.
________________________________
(Signature of clerk or appropriate official)
________________________________
(Date)
Packet Page 100
Agenda Item Review Form
Muskegon City Commission
Commission Meeting Date: March 14, 2023 Title: McGraft Community Building Roof Replacement
Submitted By: Kyle Karczewski Department: Parks
Brief Summary:
Staff proposes to replace the roof at the McGraft Community Building due to leaks.
Detailed Summary & Background:
The current roof is beyond life expectancy and some minor leaking is occurring. Interior
renovations done in 2021 and 2022 may be compromised if corrective action is not taken. Three
bids have been obtained. Two were in excess of $60,000 but the third from Schmidt Roofing for
$29,284.00 is recommended for acceptance.
Funding will be provided through the McGraft Endowment fund, which performed very well in the
market last year and contributed approximately $120,000 to fund improvements to the park this
year and next.
Goal/Focus Area/Action Item Addressed:
Goal 1 Key Focus Area: Enhanced Parks and Recreation Department and Services
Amount Requested: $29,284.00 Amount Budgeted: $100,000 (All Building Repair)
Fund(s) or Account(s): McGraft Endowment Fund(s) or Account(s): 101-757-986
Recommended Motion:
Authorize staff to enter into a contract with Schmidt Roofing for $29,284 to replace the roof at the
McGraft Park Community Building.
Approvals: Guest(s) Invited / Presenting
Immediate Division Head ☒ Information Technology ☐ Yes ☐
Other Division Heads ☐ Communication ☐ No ☒
Legal Review ☐
For City Clerk Use Only:
Commission Action:
Packet Page 101
Rick A. Hines
President Estimate
Residential Rep Date Estimate #
Builders License # RJR 1/26/2023 12565
2102 180586
Color -
Name / Address Job Address
McGraft Park McGraft Park
Tim Harvey Tim Harvey
"The Old Roofers" 2204 Wickham Dr 2204 Wickham Dr
Muskegon, MI 49441 Muskegon, MI 49441
Since
1953
P.O. Number Credit cards are charged 2%-3% each use. Phone Number
1/2 down, balance on completion 616-566-3577
Description Total
Roofing - Siding - Windows
This bid is for the main lodge. Tear off all layers of roofing down to wood deck 29,284.00
Doors - Shutters
and haul away debris. Install ice shield 6ft up on all eaves of roof, followed by
Ice & Snow Removal a synthetic felt then followed by IKO laminated shingles. All edges of roof to
receive new drip edge. All peaks of roof to receive shingles over ridge vent. All
Remodeling walls to receive aluminum step flashing. All valleys to receive ice shield, 90lb
Chimney and Masonry
rolled roofing and weaved shingles. All pipes to receive new flashing boots.
Repair Reflash chimney at base. Install a granulized torch down on lower sloped area's.
Reflash all walls.
Lifetime Manufacturer’s Warranty on Shingles
SCHMIDT ROOFING & 15 Year Iron Clad
CONSTRUCTION, INC. 3 Year Workmanship
552 W Southern Ave
Muskegon, MI 49441
Muskegon
(231) 726-2020
Fax: (231) 726-5695
Grand Haven
(616) 847-0577
All material guaranteed to be as specified. All work to be completed in a workmanlike
manner according to standard practices. Any board repair shall be an extra charge. All
agreements contingent upon strikes, accidents or delays beyond our control. Our workers Total $29,284.00
Hart are fully covered by Workmen's Compensation Insurance. Contractor shall be liable for
(231) 873-0904 neither incidental nor consequential damages other than reasonable repair of installed work.
Authorized Signature:
Unpaid contract shall constitute a lien against this property until paid. Homeowner shall be
liable for actual and reasonable attorney fees incurred by contractor. Any claims for defects
not corrected within a reasonable time after notice shall be subject to arbitration in
Email: accordance with the rules of the Better Business Bureau, any award rendered thereon shall
be fixed and binding in the parties hereto, and judgment may be entered thereon by a court Ricky A Hines
[email protected] having jurisdiction thereof. NOTE: This estimate becomes a legal contract upon signing
and dating.
Date Signed Signature
Web Site:
www.schmidt-roofing.com
Packet Page 102
Agenda Item Review Form
Muskegon City Commission
Commission Meeting Date: March 14, 2023 Title: Consumers Easement @ Water Filter Plant
Submitted By: Dan VanderHeide Department: DPW
Brief Summary:
Consumers Energy has requested an easement for a utility pole support (guy wire) on the water
filter plant property to allow for new electric service for 3421 Lakeshore Drive (a private residence).
Detailed Summary & Background:
Consumers Energy has requested an easement for a utility pole support (guy wire) on the water
filter plant property (1900 Beach Street) to allow for new electric service for 3421 Lakeshore Drive
(a private residence).
Joe Buthker, Water Filter Plant Superintendent, has review the easement and is confident that the
easement and pole support will not impact the water filter plant operations nor stand in the way of
any future planned improvements.
Goal/Focus Area/Action Item Addressed:
Goal 3 Focus Area: Foster strong ties among government & community agencies.
Amount Requested: N/A Amount Budgeted: N/A
Fund(s) or Account(s): N/A Fund(s) or Account(s): N/A
Recommended Motion:
Grant an easement to Consumers Energy on the City’s property at 1900 Beach Street and
authorize the Mayor to sign the easement documents.
Approvals: Legal Review Guest(s) Invited / Presenting
Immediate Division Head Information Technology Yes
Other Division Heads Communication No
For City Clerk Use Only:
Commission Action:
Packet Page 103
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Packet Page 109
Agenda Item Review Form
Muskegon City Commission
Commission Meeting Date: March 14, 2023 Title: Aggregates, Maintenance Materials & Concrete
Submitted By: Dan VanderHeide Department: DPW
Brief Summary:
Award supply of aggregates, highway maintenance materials and ready-mixed concrete for 2023
to selected bidders.
Detailed Summary & Background:
Bids were solicited for aggregates, highway maintenance materials and ready-mixed concrete for
purchase in 2022. Purchases will be made from the recommended bidders highlighted in yellow on
the attached bid tabs. Purchases are contingent upon product availability, timely deliveries, and
prices as quoted.
Goal/Focus Area/Action Item Addressed:
Goal 4 Key Focus Area: Sustainability in infrastructure and financial practices.
Amount Requested: Variable Amount Budgeted: Variable
Fund(s) or Account(s): 101, 202, 203, 590, 591 Fund(s) or Account(s): 101, 202, 203, 590, 591
Recommended Motion:
Award bids for aggregates, highway maintenance materials and ready-mixed concrete purchases
for 2023 as presented.
Approvals: Guest(s) Invited / Presenting
Immediate Division Head Information Technology Yes
Other Division Heads Communication No
For City Clerk Use Only:
Commission Action:
Packet Page 110
Highway Maintenance Materials
BID TABULATION
February 28, 2023
Contractor Great Lakes Chloride Michigan Paving P&T Products Sherwin Industries Unique Paving Materials
Address PO Box 634 1950 Williams St 472 Industrial Pkwy 2129 West Morgan Ave 3993 E 93rd St
City/St Grand Haven, MI Alma, MI Sandusky, OH Milwaukee, WI Cleveland, OH
Phone 574-527-0287 989-600-4253 419-621-1966 414-281-6400 231-883-3030
Deliver TOTAL TOTAL TOTAL TOTAL TOTAL
DESCRIPTION QTY UNIT or Pickup UNIT PRICE PRICE UNIT PRICE PRICE UNIT PRICE PRICE UNIT PRICE PRICE UNIT PRICE PRICE
38% Liquid Calcium Chloride
1 40,000 GAL DEL $0.649 $25,960.00 $0.00 $0.00 $0.00 $0.00
32% Liquid Calcium Chloride
2 15,000 GAL DEL $0.618 $9,270.00 $0.00 $0.00 $0.00 $0.00
Hot Mix Asphalt, 3C Base
3 200 TON PU $0.00 $0.00 $0.00 $0.00 $0.00
Hot Mix Asphalt, 4C Top
4 1000 TON PU $0.00 $0.00 $0.00 $0.00 $0.00
DEL $0.00 $0.00 $0.00 $0.00 $146.70 $29,340.00
5 Sylvax Patching Materials 200 TON
PU $0.00 $0.00 $0.00 $0.00 $122.00 $24,400.00
AE90 Asphalt Emulsion
6 20,000 GAL DEL $0.00 $3.93 $78,600.00 $0.00 $0.00 $0.00
DEL $0.00 $0.00 $0.527 $26,350.00 $0.65 $32,250.00 $0.00
7 Crack Sealant 50,000 LBS
PU $0.00 $0.00 $0.494 $24,700.00 $0.60 $30,125.00 $0.00
Contractor Michigan Paving Ashphalt Paving
Address 3566 Millcreek 45 S Getty
City/St Comstock Park, MI Muskegon, MI
Phone 517-740-4960 231-531-8054
Deliver TOTAL TOTAL TOTAL TOTAL TOTAL
DESCRIPTION QTY UNIT or Pickup UNIT PRICE PRICE UNIT PRICE PRICE UNIT PRICE PRICE UNIT PRICE PRICE UNIT PRICE PRICE
38% Liquid Calcium Chloride
1 40,000 GAL DEL $0.00 $0.00 $0.00 $0.00 $0.00
32% Liquid Calcium Chloride
2 15,000 GAL DEL $0.00 $0.00 $0.00 $0.00 $0.00
Hot Mix Asphalt, 3C Base
3 200 TON PU $81.00 $16,200.00 $79.50 $15,900.00 $0.00 $0.00 $0.00
Hot Mix Asphalt, 4C Top
4 1000 TON PU $81.00 $81,000.00 $79.50 $79,500.00 $0.00 $0.00 $0.00
DEL $0.00 $0.00 $0.00 $0.00 $0.00
5 Sylvax Patching Materials 200 TON
PU $0.00 $0.00 $0.00 $0.00 $0.00
AE90 Asphalt Emulsion
6 20,000 GAL DEL $0.00 $0.00 $0.00 $0.00 $0.00
DEL $0.00 $0.00 $0.00 $0.00 $0.00
7 Crack Sealant 50,000 LBS
PU $0.00 $0.00 $0.00 $0.00 $0.00
Packet Page 111
Aggregates
BID TABULATION
February 28, 2023
Contractor Verplank Trucking McCormick Sand Accurate Excavators
Address PO Box 8 5430 Russell Rd 2821 Central Rd
City/St Ferrysburg, MI Twin Lake, MI Muskegon, MI
Phone 616-935-9025 231-766-0466 x 109 231-766-0557
Deliver UNIT UNIT UNIT
DESCRIPTION QUANTITY UNIT or Pickup PRICE TOTAL PRICE PRICE TOTAL PRICE PRICE TOTAL PRICE
DEL $26.25 $6,562.50 $0.00 $0.00
1 32FA/H1 (Coarse stone-sand) 250 TON
PU $25.00 $6,250.00 $0.00 $0.00
2 Road Slag, 22A 5,000 TON
DEL $17.85 $89,250.00 $0.00 $0.00
DEL $15.00 $3,750.00 $0.00 $0.00
3 Natural Road Gravel, 22A, 23A 250 TON
PU $0.00 $0.00 $0.00
DEL $13.00 $3,250.00 $0.00 $0.00
4 2NS Sand/Torpedo Sand 250 TON
PU $0.00 $0.00 $0.00
DEL $12.00 $6,000.00 $16.05 $8,025.00 $11.50 $5,750.00
5 Screened Top Soil 500 CYD
PU $0.00 $12.60 $6,300.00 $10.00 $5,000.00
DEL $8.50 $17,000.00 $7.05 $14,100.00 $8.20 $16,400.00
6 Fill Sand (Class II or IIIA) 2,000 CYD
PU $0.00 $3.25 $6,500.00 $3.25 $6,500.00
Contractor Ryerson Brothers Stone of Michigan Top Grade Aggregates
Address 2979 Industrial Pkwy 3700 Patterson Rd 3407 58th St
City/St Muskegon, MI Middleville, MI Hamilton, MI
Phone 231-888-4020 269-509-2637 269-751-8898
Deliver UNIT UNIT UNIT
DESCRIPTION QUANTITY UNIT or Pickup PRICE TOTAL PRICE PRICE TOTAL PRICE PRICE TOTAL PRICE
DEL $38.00 $9,500.00 $0.00 $0.00
1 32FA/H1 (Coarse stone-sand) 250 TON
PU $0.00 $0.00 $0.00
2 Road Slag, 22A 5,000 TON
DEL $28.00 $140,000.00 $0.00 $0.00
DEL $25.00 $6,250.00 $19.15 $4,787.50 $22.25 $5,562.50
3 Natural Road Gravel, 22A, 23A 250 TON
PU $0.00 $8.75 $2,187.50 $12.00 $3,000.00
DEL $30.00 $7,500.00 $15.40 $3,850.00 $18.30 $4,575.00
4 2NS Sand/Torpedo Sand 250 TON
PU $0.00 $6.40 $1,600.00 $5.50 $1,375.00
DEL $22.00 $11,000.00 $0.00 $25.10 $12,550.00
5 Screened Top Soil 500 CYD
PU $0.00 $0.00 $15.50 $7,750.00
DEL $12.00 $24,000.00 $17.95 $35,900.00 $0.00
6 Fill Sand (Class II or IIIA) 2,000 CYD
PU $0.00 $3.40 $6,800.00 $0.00
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Concrete
BID TABULATION
February 28, 2023
*Bid selection based on 7-sack mix which is the most commonly used product, inclusion of other charges for “multiple drop locations” and “small load charges”.
It should also be noted that concrete purchases may include several miscellaneous charges, including, but not limited to, hot water, chloride, winter price, and extra
unload time.
Contractor Port City Redi Mix High Grade
Address 1780 Sheridan Rd 767 E Sharman
City/St Muskegon, MI Muskegon, MI
Phone 231-277-2777 231-733-8247
DESCRIPTION UNIT UNIT PRICE UNIT PRICE
1 5 Sack Mix CU.YD. $134.00 $131.00
2 6 Sack Mix CU.YD. $142.00 $139.00
3 7 Sack Mix* CU.YD. $150.00 $147.00
4 9 Sack Mix CU.YD. $166.00 $163.00
5 Minimum Load # CU YD
2 1
CU.YD. 4-5 $100.00 $75.00
CU.YD. 3-4 $100.00 $90.00
6 Small Load charge, add
CU.YD. 2-3 $150.00 $110.00
CU.YD. 1-2 na $130.00
7 Separate location drop charge per drop $50.00 $50.00
8 Extra Unloading Time $ per min $95 per hour over 60 min $100 charge after 60 min
Winter Price from ___Dec______ to ____March___ CY $11.00 $12.00
Winter Price from ____Nov______ and____April______ CY $6.00 $6.00
Chloride - 1% CU.YD. $3.00 $2.50
Chloride - 2% CU.YD. $6.00 $5.00
Other charges Fuel Surcharge $20/load na
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Agenda Item Review Form
Muskegon City Commission
Commission Meeting Date: March 14, 2023 Title: Olthoff Drive Grant Agreement
Submitted By: Dan VanderHeide Department: Public Works
Brief Summary: Staff is requesting approval of a contract with MDOT for a grant for the
construction of Olthoff Drive from its east end extended 1,400 feet into the former prison industrial
park, and approval of a resolution authorizing the DPW Director and Clerk to sign the contract.
Detailed Summary & Background:
This is the standard contract that governs construction contracts that use federal funds and/or are
administered through MDOT. The estimated cost of the project is $1,600,000, with $630,000 of that
being Category A Transportation Economic Development Fund (TEDF) grant dollars. The reminder of
$970,000 is accounted for in the City’s planned distribution of the remaining MEDC grant used to
prepare the industrial park for development. $320,000 will be used to provide the match for this TEDF
grant, and $650,000 will be used for the construction of the water and sewer lines. Of the project
budget, $53,875 has been spent on design engineering services, and $62,600 is planned for
construction engineering services. These were awarded to HRC by Commission on May 11, 2021.
The project has been bid, but award to the contractor cannot be made until MDOT has approved
the grant agreement and issued a notice to proceed. The construction contract will be brought to
the Commission in late March or early April for award.
Goal/Focus Area/Action Item Addressed:
Key Focus Area: Sustainability in financial practices and infrastructure.
Amount Requested: $950,000 Road Amount Budgeted: $630,000 MDOT TEDF
$650,000 Utilities $970,000 MEDC
$1,600,000 Total $1,600,000 Total
Fund(s) or Account(s): Varies Fund(s) or Account(s): N/A (100% Grant)
Recommended Motion: Approval of the Olthoff Drive MDOT Contract and a resolution authorizing
the DPW Director and Clerk to sign the contract.
Approvals: Guest(s) Invited / Presenting:
Immediate Division Head Information Technology Yes
Other Division Heads Communication No
For City Clerk Use Only:
Commission Action:
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RESOLUTION __________
RESOLUTION FOR APPROVAL OF A CONTRACT AGREEMENT BETWEEN THE
MICHIGAN DEPARTMENT OF TRANSPORTATION AND THE CITY OF
MUSKEGON FOR HOT MIX ASPHALT ROAD CONSTRUCTION ALONG
OLTHOFF DRIVE FROM THE CUL-DE-SAC AT THE EAST END, EASTERLY AND
SOUTHERLY APPROXIMATELY 0.30 MILES, INCLUDING EARTHWORK,
AGGREGATE BASE, CONCRETE CURB AND GUTTER, STORM SEWER AND
PERMANENT PAVEMENT MARKINGS; AND ALL TOGETHER WITH
NECESSARY RELATED WORK.
Moved by Commissioner ________________ and supported by Commissioner
______________ the following Resolution be adopted:
WHEREAS, entry by the City of Muskegon into Contract no. 23-5027 between the
Michigan Department of Transportation and the City of Muskegon for the Extension
of Olthoff Drive from the east cul-de-sac to the southeast approximately 0.30
miles within the City is in the best interests of the City of Muskegon.
RESOLVED, that entry by the City into Contract Agreement Number 23-5027 be and
the same is hereby authorized and approved and the DPW Director and Clerk are
authorized to execute said contract for and on behalf of the City of Muskegon.
Adopted this 7TH day of November, 2022.
BY
Dan VanderHeide, Director of Public Works
ATTEST
Ann Meisch, City Clerk
CERTIFICATION
This resolution was adopted at a meeting of the City Commission, held on
March 14, 2023. The meeting was properly held and noticed pursuant to the
Open Meetings Act of the State of Michigan, Act 267 of the Public Acts of 1976.
CITY OF MUSKEGON
By___________________________
Ann Meisch, City Clerk
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TED (A) COM
NON FED Control Section EDA 61000
Job Number 218123CON
Contract No. 23-5027
THIS CONTRACT is made by and between the MICHIGAN DEPARTMENT OF
TRANSPORTATION, hereinafter referred to as the "DEPARTMENT;" and the CITY OF
MUSKEGON, a Michigan municipal corporation, hereinafter referred to as the “REQUESTING
PARTY;” for the purpose of fixing the rights and obligations of the parties in agreeing to the
following improvements, in Muskegon, Michigan, hereinafter referred to as the "PROJECT" and
estimated in detail on EXHIBIT "I," dated January 17, 2023, attached hereto and made a part
hereof:
Hot mix asphalt road construction along Olthoff Drive from the cul-de-sac at the east
end, easterly and southerly approximately 0.30 miles, including earthwork, aggregate
base, concrete curb and gutter, storm sewer and permanent pavement markings; and all
together with necessary related work.
WITNESSETH:
WHEREAS, the State of Michigan is hereinafter referred to as the “State;” and
WHEREAS, the PROJECT has been approved for financing in part with funds from the
State appropriated to the Transportation Economic Development Fund, hereinafter referred to as
"TED FUNDS," qualifies for funding pursuant to PA 231, Section 11(3)(a); Public Act of 1987,
as amended, and is categorized as:
CATEGORY “A” FUNDED PROJECT
WHEREAS, the parties hereto have reached an understanding with each other regarding
the performance of the PROJECT work and desire to set forth this understanding in the form of a
written contract.
NOW, THEREFORE, in consideration of the premises and of the mutual undertakings of
the parties and in conformity with applicable law, it is agreed:
1. The parties hereto shall undertake and complete the PROJECT in accordance with
the terms of this contract.
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2. The term "PROJECT COST," as herein used, is hereby defined as the cost of the
physical construction necessary for the completion of the PROJECT.
The costs incurred by the REQUESTING PARTY for preliminary engineering,
construction engineering and inspection, and right-of-way are excluded from the PROJECT
COST as defined by this contract.
The Michigan Department of Environment, Great Lakes, and Energy has informed the
DEPARTMENT that it adopted new administrative rules (R 325.10101, et. seq.) which prohibit
any governmental agency from connecting and/or reconnecting lead and/or galvanized service
lines to existing and/or new water main. Questions regarding these administrative rules should
be directed to the Michigan Department of Environment, Great Lakes, and Energy. The cost
associated with replacement of any lead and/or galvanized service lines, including but not limited
to contractor claims, will be the sole responsibility of the REQUESTING PARTY.
3. The DEPARTMENT is authorized by the REQUESTING PARTY to perform, at
no cost to the PROJECT, such administration of the PROJECT covered by this contract as is
necessary to assist the REQUESTING PARTY to qualify for funding. Such administration may
include performing such review, legal, financing, any other PROJECT related activities as are
necessary to assist the REQUESTING PARTY in meeting applicable State requirements.
The DEPARTMENT shall provide the REQUESTING PARTY with a notice to proceed
with the award of the construction contract for the PROJECT.
The DEPARTMENT shall make a final acceptance inspection of the PROJECT as
necessary to ensure the PROJECT meets State requirements. Failure to comply with State
requirements may result in forfeiture of future distributions of the Michigan Transportation Fund
as described in Section 5. No charges will be made by the DEPARTMENT to the PROJECT for
any inspection work or construction engineering.
4. The REQUESTING PARTY, under the terms of this contract, shall advertise and
award the PROJECT work in accordance with the following:
A. The REQUESTING PARTY will, at no cost to the DEPARTMENT or the
PROJECT, design, or cause to be designed, the PROJECT, and shall
accept full responsibility for that design. Any review undertaken by the
DEPARTMENT is for its own purposes and is not to nor does it relieve
the REQUESTING PARTY of liability for any claims, causes of action or
judgments arising out of the design of the PROJECT.
B. The REQUESTING PARTY, hereby, certifies to the DEPARTMENT that
the plans, specifications, and estimates for the PROJECT have been
prepared in compliance with applicable State laws, standards, and
regulations.
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C. The REQUESTING PARTY, hereby, certifies to the DEPARTMENT that
the contracting procedures to be followed by the REQUESTING PARTY
in connection with the solicitation of the construction contract for the
PROJECT shall be based on an open competitive bid process. It is
understood that the proposal for the PROJECT shall be publicly advertised
and the contract awarded on the basis of the lowest responsive and
responsible bid in accordance with applicable State statutes and
regulations.
(1) The REQUESTING PARTY shall not award the construction
contract prior to receipt of a notice to proceed from the
DEPARTMENT.
(2) Upon verification that contractor selection by the REQUESTING
PARTY was made in accordance with the terms of this contract
and upon receipt of the “Request for Payment” form from the
REQUESTING PARTY, the DEPARTMENT will authorize
payment to the REQUESTING PARTY for the eligible amount in
accordance with Section 5.
D. The REQUESTING PARTY will, at no cost to the PROJECT or the
DEPARTMENT, comply with all applicable State statutes and regulations,
including, but not limited to, those specifically relating to construction
contract administration and obtain all permits and approvals with railway
companies, utilities, concerned State, Federal, and local agencies, etc., and
give appropriate notifications as may be necessary for the performance of
work required for the PROJECT.
The REQUESTING PARTY agrees to comply with all applicable
requirements of Part 91, Soil Erosion and Sedimentation Control of the
Natural Resources and Environmental Protection Act, 1994 PA 451 as
amended by 1995 PA 60 and 1996 PA 173, MCL 324.9101 et. seq., for all
PROJECT work performed under this contract, and the REQUESTING
PARTY shall require its contractors and subcontractors to comply with the
same.
E. All work in connection with the PROJECT shall be performed in
conformance with the DEPARTMENT’S current Standard Specifications
for Construction, special provisions, and the supplemental specifications
and plans pertaining to the PROJECT. All materials furnished and used in
the construction of the PROJECT shall conform to the aforesaid
specifications. Any changes in the scope of work for the PROJECT will
require approval by the DEPARTMENT.
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F. The REQUESTING PARTY shall, at no cost to the PROJECT or to the
DEPARTMENT, appoint a project engineer who shall administer the
PROJECT and ensure that the plans and specifications are followed, and
shall perform or cause to be performed the construction engineering and
inspection services necessary for the completion of the PROJECT.
Should the REQUESTING PARTY elect to use consultants for
construction engineering and inspection, the REQUESTING PARTY shall
provide a full-time project manager employed by the REQUESTING
PARTY who shall ensure that the plans and specifications are followed.
G. The REQUESTING PARTY shall require the contractor who is awarded
the contract for the construction of the PROJECT to provide, as a
minimum, insurance in the amounts specified in and in accordance with
the DEPARTMENT'S current Standard Specifications for Construction,
and to:
(1) Maintain bodily injury and property damage insurance for the
duration of the PROJECT.
(2) Provide owner's protective liability insurance naming as insureds
the State of Michigan, the Michigan State Transportation
Commission, the DEPARTMENT and its officials, agents and
employees, the REQUESTING PARTY and any other party with
jurisdiction for the roadway being constructed as the PROJECT,
and their employees, for the duration of the PROJECT and to
provide copies of certificates of insurance to the insureds. It is
understood that the DEPARTMENT does not assume either
ownership of any portion of the PROJECT or jurisdiction of any
REQUESTING PARTY highway as a result of being named as an
insured on the owner's protective liability insurance policy.
(3) Comply with the requirements of notice of cancellation and
reduction of insurance set forth in the current Standard
Specifications for Construction and to provide copies of notices
and reports prepared to those insured.
5. The PROJECT COST shall be met in part by contributions by TED FUNDS.
TED FUNDS Category A shall be applied to the eligible items of the PROJECT COST up to an
amount not to exceed the lesser of: (1) 78 percent of the approved and responsible low bid
amount, or (2) $630,000. The balance, if any, of the PROJECT COST, after deduction of TED
FUNDS, is the sole responsibility of the REQUESTING PARTY.
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The REQUESTING PARTY shall be responsible for the payment of all costs and
expenses incurred in the performance of PROJECT work.
Based upon the final cost of the PROJECT, the final costs included in the grant, and/or a
request by the REQUESTING PARTY, a payment adjustment may be initiated and/or authorized
by the DEPARTMENT for eligible items of the PROJECT COST such that the total amount of
TED FUNDS does not exceed $630,000. The grant includes those activities of preliminary
engineering, right-of-way acquisition, construction, and construction engineering related to the
grant. The REQUESTING PARTY shall certify all actual costs incurred for work performed
under this contract that are eligible for payment with TED FUNDS and will be required to repay
any TED FUNDS it received in excess of 78 percent of the total of such costs.
6. The REQUESTING PARTY shall establish and maintain adequate records and
accounts relative to the cost of the PROJECT. Said records shall be retained for a period of three
(3) years after completion of construction of the PROJECT and shall be available for audit by the
DEPARTMENT. In the event of a dispute with regard to allowable expenses or any other issue
under this contract, the REQUESTING PARTY shall continue to maintain the records at least
until that dispute has been finally decided and the time after all available challenges or appeals of
that decision has expired.
The DEPARTMENT, or its representative, may inspect, copy, or audit the records at any
reasonable time after giving reasonable notice.
The REQUESTING PARTY, within six (6) months of completion of the PROJECT and
payment of all items of PROJECT COST related thereto, shall make a final reporting of
construction costs to the DEPARTMENT and certify that the PROJECT has been constructed in
accordance with the PROJECT plans, specifications, and construction contract.
In the event that an audit performed by or on behalf of the DEPARTMENT indicates an
adjustment to the costs reported under this contract or questions the allowability of an item of
expense, the DEPARTMENT shall promptly submit to the REQUESTING PARTY a Notice of
Audit Results and a copy of the audit report which may supplement or modify any tentative
findings verbally communicated to the REQUESTING PARTY at the completion of an audit.
Within sixty (60) days after the date of the Notice of Audit Results, the REQUESTING
PARTY shall: (a) respond in writing to the responsible Bureau or the DEPARTMENT indicating
whether or not it concurs with the audit report, (b) clearly explain the nature and basis for any
disagreement as to a disallowed item of expense, and (c) submit to the DEPARTMENT a written
explanation as to any questioned or no opinion expressed item of expense, hereinafter referred to
as the “RESPONSE”. The RESPONSE shall be clearly stated and provide any supporting
documentation necessary to resolve any disagreement or questioned or no opinion expressed
item of expense. Where the documentation is voluminous, the REQUESTING PARTY may
supply appropriate excerpts and make alternate arrangements to conveniently and reasonably
make that documentation available for review by the DEPARTMENT. The RESPONSE shall
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refer to and apply the language of the contract. The REQUESTING PARTY agrees that failure
to submit a RESPONSE within the sixty (60) day period constitutes agreement with any
disallowance of an item of expense and authorizes the DEPARTMENT to finally disallow any
items of questioned or no opinion expressed cost.
The DEPARTMENT shall make its decision with regard to any Notice of Audit Results
and RESPONSE within one hundred twenty (120) days after the date of the Notice of Audit
Results. If the DEPARTMENT determines that an overpayment has been made to the
REQUESTING PARTY, the REQUESTING PARTY shall repay that amount to the
DEPARTMENT or reach agreement with the DEPARTMENT on a repayment schedule within
thirty (30) days after the date of an invoice from the DEPARTMENT. If the REQUESTING
PARTY fails to repay the overpayment or reach agreement with the DEPARTMENT on a
repayment schedule within the thirty (30) day period, the REQUESTING PARTY agrees that the
DEPARTMENT shall deduct all or a portion of the overpayment from any funds then or
thereafter payable by the DEPARTMENT to the REQUESTING PARTY under this contract or
any other agreement, or payable to the REQUESTING PARTY under the terms of 1951 PA 51,
as applicable. Interest will be assessed on any partial payments or repayment schedules based on
the unpaid balance at the end of each month until the balance is paid in full. The rate of interest
will be based on the Michigan Department of Treasury common cash funds interest earnings.
The rate of interest will be reviewed annually by the DEPARTMENT and adjusted as necessary
based on the Michigan Department of Treasury common cash funds interest earnings. The
REQUESTING PARTY expressly consents to this withholding or offsetting of funds under those
circumstances, reserving the right to file a lawsuit in the Court of Claims to contest the
DEPARTMENT’S decision only as to any item of expense the disallowance of which was
disputed by the REQUESTING PARTY in a timely filed RESPONSE.
The REQUESTING PARTY shall comply with the Single Audit Act of 1984, P.L.
998-502 and applicable State laws and regulations relative to audit requirements.
7. Upon completion of construction of the PROJECT, the REQUESTING PARTY
will cause to be enacted and enforced such ordinances or regulations as may be necessary to
prohibit parking in the roadway right-of-way throughout the limits of the PROJECT.
8. The REQUESTING PARTY certifies that it is not aware if and has no reason to
believe that the property on which the work is to be performed under this agreement is a facility,
as defined by the Michigan Natural Resources and Environmental Protection Act [(NREPA), PA
451, 1994, as amended 2012]; MCL 324.20101(1)(s). The REQUESTING PARTY also
certifies that it is not a liable party pursuant to either Part 201 or Part 213 of NREPA, MCL
324.20126 et seq. and MCL 324.21323a et seq. The REQUESTING PARTY is a local unit of
government that has acquired or will acquire property for the use of either a transportation
corridor or public right-of-way and was not responsible for any activities causing a release or
threat of release of any hazardous materials at or on the property. The REQUESTING PARTY
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is not a person who is liable for response activity costs, pursuant to MCL 324.20101 (vv) and
(ww).
9. If, subsequent to execution of this contract, previously unknown hazardous
substances are discovered within the PROJECT limits, which require environmental remediation
pursuant to either State or federal law, the REQUESTING PARTY, in addition to reporting that
fact to the Michigan Department of Environment, Great Lakes, and Energy , shall immediately
notify the DEPARTMENT, both orally and in writing of such discovery. The DEPARTMENT
shall consult with the REQUESTING PARTY to determine if it is willing to pay for the cost of
remediation and to determine the eligibility, for reimbursement, of the remediation costs. The
REQUESTING PARTY shall pay all costs associated with such remediation, including all delay
costs of the contractor for the PROJECT. If the REQUESTING PARTY refuses to participate in
the cost of remediation, the amount of TED FUNDS the REQUESTING PARTY received from
Grant #1422 shall be forfeited back to the DEPARTMENT.
10. If State funds administered by the DEPARTMENT are used to pay the cost of
remediating any hazardous substances discovered after the execution of this contract and if there
is a reasonable likelihood of recovery, the REQUESTING PARTY, in cooperation with the
Michigan Department of Environment, Great Lakes, and Energy and the DEPARTMENT, shall
make a diligent effort to recover such costs from all other possible entities. If recovery is made,
the DEPARTMENT shall be reimbursed from such recovery for the proportionate share of the
amount paid by the DEPARTMENT and the DEPARTMENT shall credit such sums to the
appropriate funding source.
11. The DEPARTMENT'S sole reason for entering into this contract is to enable the
REQUESTING PARTY to obtain and use funds provided by the State.
Any and all approvals of, reviews of, and recommendations regarding contracts,
agreements, permits, plans, specifications, or documents, of any nature, or any inspections of
work by the DEPARTMENT pursuant to the terms of this contract are done to assist the
REQUESTING PARTY in meeting program guidelines in order to qualify for available funds.
Such approvals, reviews, inspections and recommendations by the DEPARTMENT shall not
relieve the REQUESTING PARTY and the local agencies, as applicable, of their ultimate
control and shall not be construed as a warranty of their propriety or that the DEPARTMENT is
assuming any liability, control or jurisdiction.
The providing of recommendations or advice by the DEPARTMENT does not relieve the
REQUESTING PARTY and the local agencies, as applicable, of their exclusive jurisdiction of
the highway and responsibility under MCL 691.1402 et seq., as amended.
When providing approvals, reviews and recommendations under this contract, the
DEPARTMENT is performing a governmental function, as that term is defined in MCL
691.1401 et seq. as amended, which is incidental to the completion of the PROJECT.
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12. The DEPARTMENT, by executing this contract, and rendering services pursuant
to this contract, has not and does not assume jurisdiction of the highway, described as the
PROJECT for purposes of MCL 691.1402 et seq., as amended. Exclusive jurisdiction of such
highway for the purposes of MCL 691.1402 et seq., as amended, rest with the REQUESTING
PARTY and other local agencies having respective jurisdiction.
13. The REQUESTING PARTY shall approve all of the plans and specifications to
be used on the PROJECT and shall be deemed to have approved all changes to the plans and
specifications when put into effect. It is agreed that ultimate responsibility and control over the
PROJECT rests with the REQUESTING PARTY and local agencies, as applicable.
14. The REQUESTING PARTY agrees that the costs reported to the DEPARTMENT
for this contract will represent only those items that are properly chargeable in accordance with
this contract. The REQUESTING PARTY also certifies that it has read the contract terms and
has made itself aware of the applicable laws, regulations, and terms of this contract that apply to
the reporting of costs incurred under the terms of this contract.
15. Each party to this contract will remain responsible for any and all claims arising
out of its own acts and/or omissions during the performance of the contract, as provided by this
contract or by law. In addition, this is not intended to increase or decrease either party’s liability
for or immunity from tort claims. This contract is also not intended to nor will it be interpreted
as giving either party a right of indemnification, either by contract or by law, for claims arising
out of the performance of this contract.
16. In connection with the performance of PROJECT work under this contract the
parties hereto (hereinafter in Appendix “A” referred to as the “contractor”) agree to comply with
the State of Michigan provisions for “Prohibition of Discrimination in State Contracts,” as set
forth in Appendix A, attached hereto and made a part hereof. The parties further covenant that
they will comply with the Civil Rights Acts of 1964 being P.L. 88-352, 78 Stat. 241, as
amended, being Title 42 U.S.C. Sections 1971, 1975a-1975d, and 2000a-2000h-6, and will
require similar covenants on the part of any contractor or subcontractor employed in the
performance of this contract.
17. The REQUESTING PARTY and other local agencies, as applicable parties,
understand and agree that the highway(s) or street(s) being improved under the terms of this
agreement and funded with Transportation Economic Development Funds, shall not be subject to
any restriction by local authorities in using certain commercial vehicles on such highway(s) or
street(s). Such restrictions are in conflict with the basic concept of the Transportation Economic
Development Program and Funding. The REQUESTING PARTY, by signing this agreement,
agrees to obtain concurrence from other local governmental agencies within whose jurisdiction
or control the highway(s) or street(s) are being improved.
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18. This contract shall become binding on the parties hereto and of full force and
effect upon the signing thereof by the duly authorized officials for the parties hereto and upon the
adoption of the necessary resolution approving said contract and authorizing the signatures
thereto of the respective officials of the REQUESTING PARTY, a certified copy of which
resolution shall be attached to this contract.
IN WITNESS WHEREOF, the parties hereto have caused this contract to be executed as
written below.
CITY OF MUSKEGON
By___________________________ By____________________________
Title: Department Director MDOT
By___________________________
Title: REVIEWED
By Larry Doyle at 11:21 am, 1/30/23
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January 17, 2023
EXHIBIT I
CONTROL SECTION EDA 61000
JOB NUMBER 218123CON
ESTIMATED COST
Estimated PROJECT COST
Contracted Work $803,000
ESTIMATED COST PARTICIPATION
GRAND TOTAL ESTIMATED COST $803,000
Less TED FUNDS* $626,340
BALANCE (REQUESTING PARTY'S SHARE) $176,660
NO DEPOSIT
*TED FUNDS for the PROJECT are limited to an amount as described in Section 5.
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APPENDIX A
PROHIBITION OF DISCRIMINATION IN STATE CONTRACTS
In connection with the performance of work under this contract; the contractor agrees as follows:
1. In accordance with Public Act 453 of 1976 (Elliott-Larsen Civil Rights Act), the
contractor shall not discriminate against an employee or applicant for employment with
respect to hire, tenure, treatment, terms, conditions, or privileges of employment or a
matter directly or indirectly related to employment because of race, color, religion,
national origin, age, sex, height, weight, or marital status. A breach of this covenant will
be regarded as a material breach of this contract. Further, in accordance with Public Act
220 of 1976 (Persons with Disabilities Civil Rights Act), as amended by Public Act 478
of 1980, the contractor shall not discriminate against any employee or applicant for
employment with respect to hire, tenure, terms, conditions, or privileges of employment
or a matter directly or indirectly related to employment because of a disability that is
unrelated to the individual’s ability to perform the duties of a particular job or position. A
breach of the above covenants will be regarded as a material breach of this contract.
2. The contractor hereby agrees that any and all subcontracts to this contract, whereby a
portion of the work set forth in this contract is to be performed, shall contain a covenant
the same as hereinabove set forth in Section 1 of this Appendix.
3. The contractor will take affirmative action to ensure that applicants for employment and
employees are treated without regard to their race, color, religion, national origin, age,
sex, height, weight, marital status, or any disability that is unrelated to the individual’s
ability to perform the duties of a particular job or position. Such action shall include, but
not be limited to, the following: employment; treatment; upgrading; demotion or transfer;
recruitment; advertising; layoff or termination; rates of pay or other forms of
compensation; and selection for training, including apprenticeship.
4. The contractor shall, in all solicitations or advertisements for employees placed by or on
behalf of the contractor, state that all qualified applicants will receive consideration for
employment without regard to race, color, religion, national origin, age, sex, height,
weight, marital status, or disability that is unrelated to the individual’s ability to perform
the duties of a particular job or position.
5. The contractor or its collective bargaining representative shall send to each labor union or
representative of workers with which the contractor has a collective bargaining
agreement or other contract or understanding a notice advising such labor union or
workers’ representative of the contractor’s commitments under this Appendix.
6. The contractor shall comply with all relevant published rules, regulations, directives, and
orders of the Michigan Civil Rights Commission that may be in effect prior to the taking
of bids for any individual state project.
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7. The contractor shall furnish and file compliance reports within such time and upon such
forms as provided by the Michigan Civil Rights Commission; said forms may also elicit
information as to the practices, policies, program, and employment statistics of each
subcontractor, as well as the contractor itself, and said contractor shall permit access to
the contractor’s books, records, and accounts by the Michigan Civil Rights Commission
and/or its agent for the purposes of investigation to ascertain compliance under this
contract and relevant rules, regulations, and orders of the Michigan Civil Rights
Commission.
8. In the event that the Michigan Civil Rights Commission finds, after a hearing held
pursuant to its rules, that a contractor has not complied with the contractual obligations
under this contract, the Michigan Civil Rights Commission may, as a part of its order
based upon such findings, certify said findings to the State Administrative Board of the
State of Michigan, which State Administrative Board may order the cancellation of the
contract found to have been violated and/or declare the contractor ineligible for future
contracts with the state and its political and civil subdivisions, departments, and officers,
including the governing boards of institutions of higher education, until the contractor
complies with said order of the Michigan Civil Rights Commission. Notice of said
declaration of future ineligibility may be given to any or all of the persons with whom the
contractor is declared ineligible to contract as a contracting party in future contracts. In
any case before the Michigan Civil Rights Commission in which cancellation of an
existing contract is a possibility, the contracting agency shall be notified of such possible
remedy and shall be given the option by the Michigan Civil Rights Commission to
participate in such proceedings.
9. The contractor shall include or incorporate by reference, the provisions of the foregoing
paragraphs (1) through (8) in every subcontract or purchase order unless exempted by
rules, regulations, or orders of the Michigan Civil Rights Commission; all subcontracts
and purchase orders will also state that said provisions will be binding upon each
subcontractor or supplier.
Revised June 2011
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Agenda Item Review Form
Muskegon City Commission
Commission Meeting Date: March 14, 2023 Title: 1st Amendment to the
Temporary Water Operator
Agreement with Muskegon
Heights
Submitted By: Jonathan Seyferth Department: City
Manager/DPW (water)
Brief Summary:
The City of Muskegon has been providing Operators in Charge (OIC) for the City of Muskegon
Heights since Jan. 1, 2023 for both water treatment and water distribution. The is an amendment
to that agreement which will temporarily provide water plant operators to Muskegon Heights. This
will expire on March 31, 2023.
Detailed Summary & Background:
During the month of March, the Muskegon Heights water plant will be short a fulltime operator
which will cause a staffing issue for a few shifts during the balance of the month. In an effort to
assist, Muskegon will provide plant operators on a limited basis during this time. It is anticipated
that Muskegon staff will be operating the Muskegon Heights plant for 10 to 16 hours per week (two
shifts per week). These Muskegon operators have volunteered for the additional duty and will be
provided in a way that does not negatively impact staffing at the Muskegon water filtration plant.
Muskegon Heights will be charged $100 per hour per operator. Muskegon will pay the operators
out of the funds received from the City of Muskegon Heights.
Goal/Focus Area/Action Item Addressed:
Goal 3 – Community Connection, creating an environment of mutual respect and trust
Amount Requested: N/A (Muskegon will Amount Budgeted: $0
charge Muskegon Heights a rate of $100 per
hour for these operators)
Fund(s) or Account(s): Water Fund Fund(s) or Account(s): Water Fund
Recommended Motion: I motion to approve the 1st Amendment between the Cities of Muskegon
and Muskegon Heights for Water operations and authorize the City Manager to sign.
Approvals: Get approval from division head at a minimum prior Guest(s) Invited / Presenting
to sending to the Clerk.
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Immediate Division Head Information Technology Yes
Other Division Heads Communication No
Legal Review
For City Clerk Use Only:
Commission Action:
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FIRST AMENDMENT TO
SHORT TERM AGREEMENT BETWEEN THE CITY OF MUSKEGON
AND THE CITY OF MUSKEGON HEIGHTS FOR PROVIDING NECESSARY
SERVICES IN COMPLIANCE WITH THE MICHIGAN SAFE DRINKING
WATER ACT IN THE OPERATING OF BOTH ITS WATER FILTRATION
PLANT AND DISTRIBUTION SYSTEM
THE AGREEMENT made this _________ day of March, 2023 between the City of Muskegon,
located at 933 Terrace Street, Muskegon, Michigan 49443-0536 ( “Muskegon”) and the City of Muskegon
Heights, located at 2724 Peck Street, Muskegon Heights, Michigan 49444 ( “Muskegon Heights”).
RECITALS
A. On December 28, 2022 Muskegon and Muskegon Heights entered into the Short Term
Agreement Between the City of Muskegon and the City of Muskegon Heights for Providing Necessary
Services in Compliance with the Michigan Safe Drinking Water Act in the Operating of Both its Water
Filtration Plant and Distribution System Agreement (“Original Agreement”).
B. Muskegon and Muskegon Heights now desire to amend that Agreement for Muskegon to
provide water filtration plant operators, subject to this Agreement.
Section 1 Recitals
The parties agree that the Recitals provided above are true and correct and are incorporated into the
body of this Agreement.
Section 2 Short-Term Assistance for the Muskegon Heights Water Filtration Plant
Muskegon shall use its best efforts to provide operators for the Muskegon Heights Water Filtration
Plant.
Muskegon shall use its best efforts to schedule an operator to be at the Muskegon Heights Water
Filtration Plant. To the extent that Muskegon is requested to provide an operator at times not scheduled,
Muskegon shall use its best efforts to provide an operator within 24 hours. Muskegon shall not be required
to provide an operator when it would affect the operations of Muskegon’s Water Filtration Plant, in
Muskegon’s sole discretion.
Section 3 Entire Agreement and Amendment
In conjunction with the matters considered herein, this Agreement contains the entire understanding
and agreement of the parties and there have been no promises, representations, agreements, warranties, or
undertakings by any of the parties, either oral or written, of any character or nature hereafter binding except
as set forth herein. This Agreement may be altered, amended, or modified only by an instrument in writing,
executed by the parties to this Agreement and by no other means. Each party waives their future right to
claim, contest or assert that this Agreement was modified, canceled, superseded, or changed by any oral
agreements, course of conduct waiver or estoppel.
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Section 4 Terms and Conditions
The terms and conditions used in this Agreement shall be given their common and ordinary
definition and will not be construed against either party.
Section 5 Authority
All parties to this Agreement warrant and represent that they have the power and authority to enter
into this Agreement in the names, titles, and capacities herein stated and on behalf of any entities, person,
or firms represented or purported to be represented by such entity(ies), person(s), or firm(s) and that all
formal requirements necessary or required by any State and/or Federal law in order to enter into this
Agreement have been fully complied with.
Section 6 Term
This Agreement shall continue until terminated by either party upon 14 days-notice, but in no event
shall it continue beyond March 31, 2023.
Section 7 Compensation
A. Services provided by Muskegon to Muskegon Heights shall be billed on the basis of One
Hundred and 00/100 ($100.00) Dollars per hour should the services be available through frontline (non-
supervisory staff) and on the basis of One Hundred Twenty and 00/100 ($120.00) Dollars per hour should
it be necessary to utilize supervisory staff to provide the noted services. This will include travel costs within
the corporate limits of the City of Muskegon Heights and/or its filtration plant located in the corporate limits
of the City of Norton Shores. If additional travel outside the corporate limits of the City of Muskegon
Heights or the City of Norton Shores is necessary mileage will be billed at the prevailing IRS rate.
B. Muskegon shall bill Muskegon Heights on a monthly basis. Muskegon Heights shall pay
the invoices within fifteen (15) days of receipt.
Section 8 As to all other respects, the Original Agreement shall continue in force as if restated
herein.
In Witness Whereof the parties have executed this Agreement in their respective cities.
City of Muskegon Heights City of Muskegon
_______________________________ ___________________________________
By: Melvin Burns By: Jonathan Seyferth
Its: Interim City Manager Its: City Manager
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Agenda Item Review Form
Muskegon City Commission
Commission Meeting Date: March 14, 2023 Title: Recommendation for Annual Renewal
of Liquor Licenses
Submitted By: Ann Marie Meisch Department: City Clerk
Brief Summary: To adopt a resolution recommending the State withhold renewal of those liquor license
establishments who are in violation of Section 50-146 and 50-147 of the Code of Ordinances for the City of
Muskegon. These establishments have been found to be in non-compliance with the City Code of Ordinances
and renewal of their liquor licenses should not be recommended by the City Commission. If any of these
establishments come into compliance by March 23, 2023, they will be removed from this resolution.
Detailed Summary & Background:
Goal/Focus Area/Action Item Addressed:
Amount Requested: None Amount Budgeted: None
Fund(s) or Account(s): Fund(s) or Account(s):
Recommended Motion: Adoption of the resolution.
Approvals: Get approval from division head at a Guest(s) Invited / Presenting
minimum prior to sending to the Clerk.
Immediate Division Head Information Yes
Technology
No
Other Division Heads Communication
Legal Review
For City Clerk Use Only:
Commission Action:
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Agenda Item Review Form
Muskegon City Commission
Commission Meeting Date: March 14, 2023 Title: Public Hearing Brownfield
Plan Amendment, 2nd
Amendment, Adelaide Pointe
QOZB, LLC
Submitted By: Contessa Alexander Department: Development Services
Brief Summary: Approval for Brownfield Plan Amendment, 2nd Amendment for Adelaide Pointe QOZB, LLC
(Adelaide Pointe Project) and to consider the attached resolution.
Detailed Summary & Background:
Adelaide Pointe QOZB, LLC has submitted a Brownfield Plan Amendment (2nd Amendment) for the Adelaide Pointe
Project – a 35-acre mixed use waterfront development project including winter boat storage, marina space, In/Out
forklift boat storage, commercial/retail, and up to 400 housing units.
This 2nd Amendment BPA has been prepared due to the developer no longer seeking the City of Muskegon’s bonds
to pay for eligible costs related to public infrastructure. The developer will pay for the following public
infrastructure costs: public roadways, a reconfiguration of West Western Ave, as well as water main, sanitary
sewer and storm sewer utilities. This will cause a shift in the Brownfield Tax Increment Funds to allow for the
developer to receive 100% reimbursement for eligible activities. The BRA will be meeting on the morning of
March 14. The public hearing has been scheduled and is under the assumption that the BRA will approve this 2nd
amendment.
The BPA for APQ was approved by the BRA on Oct. 12, 2021 and by City Commission on Oct. 26, 2021. The 1st
Amendment to the BPA for APQ was approved by BRA on Dec. 13, 2022 and by City Commission on Jan. 10, 2023.
Goal/Focus Area/Action Item Addressed:
Focus Area: improved access to the waterfront, blight cleanup, progress toward completion of
ongoing economic development projects.
Amount Requested: N/A Amount Budgeted: N/A
Fund(s) or Account(s): N/A Fund(s) or Account(s): N/A
Recommended Motion: Motion to close the public hearing and to approve the resolution for the Brownfield Plan
Amendment, 2nd Amendment for the Adelaide Pointe Project authorizing the Mayor and City Clerk to sign.
Approvals: Guest(s) Invited / Presenting
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Immediate Division Head Information Technology Yes
Other Division Heads Communication No
Legal Review
For City Clerk Use Only:
Commission Action:
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RESOLUTION APPROVING THE BROWNFIELD PLAN AMENDMENT
Adelaide Pointe QOZB, LLC (1148-1204 West Western)
Adelaide Pointe Project, 2nd Amendment
County of Muskegon, Michigan
2023-March 14
Minutes of a Regular Meeting of the City Commission of the City of Muskegon, County of
Muskegon, Michigan (the "City"), held in the City Commission Chambers on the 14th day of
March, 2023 at 5:30 p.m., prevailing Eastern Time.
PRESENT:
ABSENT:
The following preamble and resolution were offered by ______________ and
supported by ______________.
WHEREAS, in accordance with the provisions of Act 381, Public Acts of Michigan, 1996,
as amended ("Act 381"), the City of Muskegon Brownfield Redevelopment Authority (the
"Authority") has prepared and approved a Development and Reimbursement Agreement; and
WHEREAS, the Authority has forwarded the Development and Reimbursement
Agreement (1st Amendment) to the City Commission requesting its approval of the Development
and Reimbursement Agreement (1st Amendment); and
NOW, THEREFORE, BE IT RESOLVED THAT:
1. That the Brownfield Plan constitutes a public purpose under Act 381.
2. That the Brownfield Plan meets all the requirements of Section 13(1) of Act 381.
3. That the proposed method of financing the costs of the eligible activities, as identified
in the Brownfield Plan and defined in Act 381, is feasible and the Authority has the
authority to arrange the financing.
4. That the costs of the eligible activities proposed in the Brownfield Plan are
reasonable and necessary to carry out the purposes of Act 381.
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5. That the amount of captured taxable value estimated to result from the adoption of the
Brownfield Plan is reasonable.
6. That the Brownfield Plan in the form presented is approved and is effective immediately.
7. That all resolutions or parts of resolutions in conflict herewith shall be and the same are
hereby rescinded.
Be it Further Resolved that the Mayor and City Clerk are hereby authorized to execute all
documents necessary or appropriate to implement the provisions of the Brownfield Plan.
AYES:
NAYS:
ABSENT:
RESOLUTION DECLARED APPROVED.
_____________________________________
Ann Marie Meisch, City Clerk
_____________________________________
Kenneth D. Johnson, Mayor
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I hereby certify that the foregoing is a true and complete copy of a resolution adopted by the
City Commission of the City of Muskegon, County of Muskegon, State of Michigan, at a regular
meeting held on March 14, 2023 and that said meeting was conducted and public notice of said
meeting was given pursuant to and in full compliance with the Open Meetings Act,being Act 267,
Public Acts of Michigan, 1976, as amended, and that the minutes of said meetingwere kept and will
be or have been made available as required by said Act.
______________________________
Ann Marie Meisch, City Clerk
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City of Muskegon
Brownfield Redevelopment Authority
County of Muskegon, State of Michigan
RESOLUTION APPROVING BROWNFIELD PLAN AMENDMENT
Adelaide Pointe QOZB LLC (1148-1204 West Western)
2nd Amendment
Minutes of a regular meeting of the Board of the City of Muskegon Brownfield
Redevelopment Authority, County of Muskegon, State of Michigan, held on the 14th day of March
2023 at 10:30 a.m., prevailing Eastern Time.
PRESENT: Members ____________________________________________________
______________________________________________________________________________
ABSENT: Members ____________________________________________________
The following preamble and resolution were offered by Member ______________ and
supported by Member ___________________:
WHEREAS, a Brownfield Plan has been adopted pursuant to Act 381, Public Acts of
Michigan, 1996, as amended (“Act 381”), a copy of which is on file with the Secretary of the City of
Muskegon Brownfield Redevelopment Authority (the “Authority”); and
WHEREAS, the Authority is authorized to approve amendments to the Brownfield Plan and
recommends the Amendment to add eligible properties within the Adelaide Pointe Project for
approval to the City of Muskegon, County of Muskegon, State of Michigan (the “City”).
NOW, THEREFORE, BE IT RESOLVED AS FOLLOWS:
1. Approval of Brownfield Plan. The Board hereby adopts and approves the
Brownfield Plan Amendment (2ndAmendment) for the Adelaide Pointe Project and
recommends the approval of the Brownfield Plan Amendments by the Muskegon City
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Commission.
2. Public Hearing. The Board hereby requests city personnel to provide a notice of
Public Hearing on the proposed Brownfield Plan Amendments, and further requests that
such hearing notice be provided to all taxing jurisdictions. Notice of the time and place of
the hearing shall be given pursuant to Act 267, Public Acts of Michigan, 1976, as amended
(“Open Meetings Act”).
3. Deliver Resolution and Brownfield Plan to City. The Chair of the Authority is
directed to deliver a certified copy of this resolution and the Brownfield Plan Amendments to
the City Clerk.
4. Disclaimer. By adoption of this resolution and approval of the Brownfield Plan
Amendments, the Authority assumes no obligation or liability to the owner, developer or
lessor of the Eligible Property for any loss or damage that may result to such persons from
the adoption of this resolution and Brownfield Plan Amendments.
5. Work Plan Transmittal. The Chair of the Authority shall be authorized to transmit to
the Michigan Strategic Fund, the Michigan Economic Development Corporation and/or the
Michigan Department of Environmental Quality, on behalf of the Authority, a final Act 381
Work Plan that has been reviewed and approved by the Authority.
6. Repealer. All resolutions and parts of resolution in conflict with the provisions of this
resolution are hereby repealed or amended to the extent of such conflict.
AYES:
NAYS:
RESOLUTION DECLARED ADOPTED.
____________________________
Martha Bottomley, Chair
City of Muskegon Brownfield Redevelopment Authority
-2-
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I hereby certify that the foregoing is a true and complete copy of a resolution adopted by the Board
of the City of Muskegon Brownfield Redevelopment Authority, County of Muskegon, State of
Michigan, at a regular meeting held on March 14, 2023, and that said meeting was conducted and
public notice of said meeting was given pursuant to and in full compliance with the Open Meetings
Act, being Act 267, Public Acts of Michigan, 1976, and that the minutes of said meeting were kept
and will be or have been made available as required by said Act.
_____________________________
Martha Bottomley, Chair
City of Muskegon Brownfield Redevelopment Authority
-3-
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City of Muskegon
Brownfield Redevelopment Authority
2nd Amendment to Brownfield Plan Amendment for the
Adelaide Pointe Project at
1204 West Western Avenue
Muskegon, Michigan
Initial Brownfield Plan Amendment Approved by the City of Muskegon
October 12, 2021
Brownfield Redevelopment Authority
Initial Brownfield Plan Amendment Approved by the City of Muskegon Board
of Commissioners October 26, 2021
1st Amendment to Brownfield Plan Amendment Approved by the City of December 13, 2022
Muskegon Brownfield Redevelopment Authority
1st Amendment to Brownfield Plan Amendment Approved by the City of December 13, 2022
Muskegon Board of Commissioners
2nd Amendment to Brownfield Plan Amendment Approved by the City of
Muskegon Brownfield Redevelopment Authority
2nd Amendment to Brownfield Plan Amendment Approved by the City of
Muskegon Board of Commissioners
Prepared with the assistance of:
Fishbeck
1515 Arboretum Drive SE
Grand Rapids, Michigan 49546
616-464-3876
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Table of Contents Fishbeck | Page ii
1.0 Introduction ...................................................................................................................................................1
1.1 Proposed Redevelopment and Future Use for the Eligible Property ................................................1
1.2 Eligible Property Information ............................................................................................................2
2.0 Information Required by Section 13(2) of the Statute ...................................................................................2
2.1 Description of Costs to Be Paid for With Tax Increment Revenues ..................................................2
2.2 Summary of Eligible Activities ...........................................................................................................4
2.3 Estimate of Captured Taxable Value and Tax Increment Revenues ..................................................5
2.4 Maximum Amount of Note or Bonded Indebtedness .......................................................................5
2.5 Duration of Brownfield Plan..............................................................................................................5
2.6 Estimated Impact of Tax Increment Financing on Revenues of Taxing Jurisdiction ..........................5
2.7 Legal Description, Property Map, Statement of Qualifying Characteristics and Personal Property..5
2.8 Estimates of Residents and Displacement of Individuals/Families....................................................5
2.9 Plan for Relocation of Displaced Persons..........................................................................................6
2.10 Provisions for Relocation Costs .........................................................................................................6
2.11 Strategy for Compliance with Michigan’s Relocation Assistance Law...............................................6
2.12 Other Material that the Authority or Governing Body Considers Pertinent .....................................6
List of Figures
Figure 1 – Location Map
Figure 2 – Site Layout Map
List of Tables
Table 1 – Tax Increment Revenue Capture
Table 2 – Tax Increment Revenue Reimbursement Allocation
List of Attachments
Attachment A Resolution(s)
Attachment B Conceptual Renderings
Attachment C Environmental Data Tables and Exceedance Map
Attachment D Reimbursement Agreement
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March 1, 2023 Fishbeck | Page 1
1.0 Introduction
The City of Muskegon Brownfield Redevelopment Authority (the “Authority” or MBRA) was established by the City
of Muskegon pursuant to the Brownfield Redevelopment Financing Act, Michigan Public Act 381 of 1996, as
amended (“Act 381”). The primary purpose of Act 381 is to encourage the redevelopment of eligible property by
providing economic development incentives through tax increment financing for certain eligible properties.
On October 26, 2021, the City of Muskegon (the “City”) approved a Brownfield Plan Amendment (BPA) to
incorporate 1148 and 1204 West Western Avenue (“Eligible Property”, “Site”, or “Property”) into the City’s
existing Brownfield Plan. The BPA detailed redevelopment plans for a five-phase redevelopment at the Eligible
Property, including eligible activity costs and related reimbursement through local-only tax increment financing.
The 1st Amendment to the BPA was prepared to add state school tax capture for reimbursement of costs related
to Michigan Strategic Fund (MSF) eligible activities during the first three immediate phases of redevelopment.
This 2nd Amendment to the BPA has been prepared to reflect changes relating to Developer and City-led
completion of eligible activities. Previous versions of this Brownfield Plan included eligible activities that would be
completed by both the Developer and City. This 2nd Amendment to the BPA documents that all previously
approved eligible activities will now be performed by the Developer. Reimbursement of eligible activity costs
incurred by the Developer will conform to the provisions of this 2nd Amendment to the BPA and related
agreements between the Developer and City (e.g., Development and Reimbursement Agreement). This 2nd
Amendment to the BPA does not alter the type or cost of previously approved eligible activities.
Future amendments to this amended BPA may be pursued for phases four and five of the development. See
Attachment A for copies of amended BPA resolutions.
1.1 Proposed Redevelopment and Future Use for the Eligible Property
The Developer, Adelaide Pointe QOZB, LLC, is proposing to redevelop a former industrial site located at 1204
West Western Avenue (1148 & 1204 West Western Avenue are now combined), Muskegon, Michigan. Figures 1
and 2 depict the Eligible Property location and layout.
Redevelopment consists of five phases that are anticipated to be completed by 2030. Phases one through three
are the focus of this amended BPA. Development phasing is described below:
Development Phase Anticipated/Actual Desired/Actual
Start Date Completion Date
Phase I – Revitalize existing buildings for boat Spring/Summer Spring 2022
storage 2021
Phase II – Construction of marina, mixed-use Spring 2023 Fall/Winter 2024
building, boater services building*
Phase III – Construction of 55-unit residential condo Spring 2023 Fall/Winter 2024
building*
Phase IV – Construction of hotel and 50 boat Spring 2024 Fall 2027
storage units and warehouse
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March 1, 2023 Fishbeck | Page 2
Phase V – Construction of residential condos Spring 2025 Fall 2030
Phases one through three include revitalizing the existing site structures for boat storage, business offices, and
lease space (approx. 218,000 sf); creation of a new 172 slip marina and construction of a new three-story, mixed-
use building with ground level retail and office space (approximately 14,700 gross sf), a second-floor restaurant
(approximately 3,700 sf), and third floor deck area (approx. 3,700 sf) (the “Project”). The Project will also create
an approximately 4,300 sf boater services and a 55 unit 4-story (90,000 gross sf) residential condo building. The
Project will create a walkable community that incorporates public access to waterfront activities (e.g., swimming,
fishing, boating), inviting greenspace areas, and transient docking. Sustainable development techniques are
proposed throughout the Project, including mass timber construction, solar boardwalks and roof systems, electric
vehicle charging stations, low-impact development stormwater management, and integrated parking. Total
private investment in Phases one through three, not including property acquisition, is approximately $85,000,000.
The mixed-use waterfront development will create approximately 100 new jobs (retail, office, restaurant, marina)
and provide contractor work for hundreds of temporary construction workers.
In addition to environmental activities, this amendment to the BPA includes non-environmental eligible activities
necessary to complete the Project. Non-environmental activities will include demolition, lead/asbestos
abatement, site preparation and public infrastructure improvements. Public infrastructure improvements will
include upgrades to the public utilities (water main, sanitary sewer, and storm sewer), public roadways, marina
and solar docks. Site preparation activities will include specialized foundations, clearing and grubbing, dredging,
compaction and sub-base preparation, cut and fill, excavation for unstable material, geotechnical engineering,
grading/land balancing, relocation of utilities, temporary erosion controls, temporary site control, surveying and
staking, architectural and engineering costs and mass grading.
1.2 Eligible Property Information
The 35-acre Property is located at the west end of West Western Avenue on the south shore of Muskegon Lake.
Since the late 1800s, the Property has been utilized for industrial purposes, primarily a lumberyard followed by
foundry operations. Based on a recent Phase II Environmental Site Assessment (ESA), completed in December
2020, these past industrial uses have resulted in widespread contamination across the Property. Known
contaminants in the soil with concentrations exceeding Michigan Department of Environment, Great Lakes, and
Energy (EGLE) Part 201 Generic Residential Cleanup Criteria (GRCC) include tetrachloroethylene (PCE), arsenic,
cadmium, chromium (total), copper, mercury, selenium, silver and zinc. Groundwater contaminants with
concentrations identified above Part 201 GRCC consist of benzene, 2-methylnaphthalene, naphthalene, cadmium,
chromium (total), copper, lead, mercury, and zinc.
The Developer is not a liable party and completed a Baseline Environmental Assessment (BEA) in accordance with
Part 201 of the Natural Resources and Environmental Protect Act, 1995 PA 451, as amended (NREPA).
Given the known contamination, the Property is a “facility” pursuant to Part 201 of NREPA. As such, it is
considered an “eligible property” as defined by the Michigan Redevelopment Financing Act, Act 381 of 1996.
The location and layout of the Property are depicted in Figures 1 and 2. Environmental data tables and an
exceedance map are provided in Attachment C.
2.0 Information Required by Section 13(2) of the Statute
2.1 Description of Costs to Be Paid for With Tax Increment Revenues
Tax increment revenues will be used to reimburse the Developer, for the following eligible activities.
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March 1, 2023 Fishbeck | Page 3
• Pre-approved BEA, documentation of due care, asbestos/lead paint survey, and additional due care
assessment
• Due care activities
• Asbestos, lead paint, and mold abatement
• Select building and site demolition
• Site preparation
• Infrastructure improvements (public)
• 15% contingency
• Brownfield Plan Amendment
• Brownfield Plan Amendment Implementation
• Interest
The table below provides an eligible activity cost summary for the Project.
Summary of Eligible Activity Costs- Developer EGLE
EGLE Eligible Activities Estimated Cost
Department Specific Activities
Pre-Approved Sub-Total $350,000
BEA activities $52,000
Documentation of due care $33,000
Hazardous materials survey (e.g., asbestos, lead paint, etc.) $20,000
Due care assessment $245,000
EGLE Eligible Activities Total Costs $350,000
Interest (5%) $15,354
EGLE Eligible Costs Sub-Total $365,354
Summary of Eligible Activity Costs - Developer MSF
Estimated Redevelopment
Developer
MSF Eligible Activities Total Cost Completion Phase Related
Cost
Schedule to Activity
Public Infrastructure Improvements Sub-Total $14,843,620 $14,843,620
Public Parks (Linear Park, East Peninsula Park, $2,000,000 $2,000,000 2023-2024 Phase II & III
Commuter Bike Path)
Public Shopper Dock and Public Transient Dock $1,300,000 $1,300,000 2023-2024 Phase II
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March 1, 2023 Fishbeck | Page 4
Marina Basin- (breakwater system/public $4,300,000 $4,300,000 2023-2024 Phase II
access path)
Solar Powered Docks $500,000 $500,000 2023-2024 Phase II
Public Roadways $4,000,000 $4,000,000 2023-2024 Phase II
West Western Avenue Reconfiguration- $1,023,620 $1,023,620 2023-2024 Phase II
Roadway
Water Main $850,000 $850,000 2023-2024 Phase II
Sanitary Sewer $600,000 $600,000 2023-2024 Phase II
Storm Sewer $270,000 $270,000 2023-2024 Phase II
Site Preparation Sub-Total $6,750,000 $6,750,000
Specialized Foundations $905,000 $905,000 2023-2024 Phase II-V
Clearing and Grubbing $300,000 $300,000 2023-2024 Phase II & III
Dredging $800,000 $800,000 2023-2024 Phase II & III
Compaction and Sub-Base Preparation $350,000 $350,000 2023-2024 Phase II & III
Cut and Fill $300,000 $300,000 2023-2024 Phase II
Excavation for Unstable Material $70,000 $70,000 2023-2024 Phase II & III
Fill $850,000 $850,000 2023-2024 Phase II & III
Geotechnical Engineering $180,000 $180,000 2023-2024 Phase I, II & III
Grading/Land Balancing $1,550,000 $1,550,000 2023-2024 Phase II & III
Relocation of Active Utilities $350,000 $350,000 2023-2024 Phase II & III
Temporary Erosion Controls $110,000 $110,000 2023-2024 Phase II & III
Temporary Facility $165,000 $165,000 2023-2024 Phase II & III
Temporary Site Control $195,000 $195,000 2023-2024 Phase II & III
Surveying and Staking $125,000 $125,000 2023-2024 Phase II & III
Architectural/Engineering Costs Related to $500,000 $500,000 2023-2024 Phase II & III
Eligible Activities
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MSF Eligible Activities Sub-Total $21,593,620 $21,593,620
Contingency (15 %) $3,239,043 $3,239,043 Phase II-V
Interest (5 %)* $7,715,569 $7,715,569 Phase I-V
Brownfield Plan and Work Plan Preparation $10,000 $10,000 Phase I
Brownfield Plan and Work Plan $10,000 $10,000 Phase I
Implementation
MSF Eligible Activities Total Costs $32,568,232 $32,568,232
*Interest collected at a 5% rate and capped at less than $8,000,000
LOCAL ONLY ELIGIBLE ACTIVITIES COST SUMMARY (Developer)
Local Only Eligible Activities Estimated Cost
Department Specific Activities
Due Care Sub-Total $3,250,000
Vapor intrusion mitigation $500,000
Soil capping $1,500,000
Dewatering $250,000
Contaminated Soil/Dredge Materials Removal and Disposal $1,000,000
Local Only Department Specific Activities Total Costs $3,250,000
Non-Environmental Activities
Asbestos, Lead based Paint and Mold Abatement $250,000
Demolition $500,000
Site Preparation (Sub-total) $3,160,000
Specialized Foundations $1,250,000
Clearing and Grubbing $150,000
Compaction and Sub-Base Preparation $10,000
Geotechnical Engineering $50,000
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Relocation of Active Utilities $100,000
Surveying & Staking $100,000
Architectural/Engineering Costs Related to Eligible Activities $1,500,000
Public Infrastructure (Sub-total) $1,900,000
Solar Powered Docks (public) $500,000
Community Building/Clubhouse and Pool (Public) $1,400,000
Non-Environmental Local Only Eligible Costs $5,810,000
Contingency (15%) $871,500
Brownfield Plan/Act 381 Workplan Preparation $10,000
Interest (5%)* $2,462,900
Total EGLE and Non-Environmental Local Only Eligible Costs $12,404,400
*5% Interest capture begins after MSF Non-Environmental Costs are reimbursed
2.2 Summary of Eligible Activities
Eligible activities as defined by Act 381 and included in this amended BPA consist of the following:
Pre-Approved Activities: These activities are permitted to occur prior to amended BPA approval. Preparation of a
Phase I ESA, BEA and Documentation of Due Care Compliance were necessary to protect the new Property
owner/Developer from liability for environmental contamination. A Hazardous Materials Investigation was
conducted to evaluate potential asbestos, lead paint, and other hazardous materials, as required by regulatory
agencies prior to select building demolition activities. Due care assessment will be conducted to verify compliance
with applicable due care obligations. Pre-approved activities can be reimbursed from state school and local tax
increment revenues.
Due Care Activities: Due care activities will include implementation of vapor intrusion mitigation systems, as
applicable, to prevent unacceptable exposures to potential indoor air inhalation concerns. Soil capping will be
completed to protect against direct contact concerns related to known contamination. Contaminated
soils/dredge materials which cannot be utilized on the Property will be hauled to an appropriate Type 2 landfill for
disposal. During construction activities, dewatering may be necessary. Contaminated groundwater will be
properly managed to comply with due care. Due care costs will include environmental oversight and
management.
Asbestos, Lead Paint, and Mold Abatement: Prior to select building demolition activities, asbestos, lead paint, and
mold were abated, as applicable, in accordance with applicable regulatory guidelines.
Demolition: Select building and Site demolition will be necessary to facilitate safe redevelopment and reuse of the
Property.
Site Preparation: Site preparation is expected to include specialized foundations due to unsuitable urban fill
material across the Site, clearing and grubbing in preparation for redevelopment, dredging, compaction and sub-
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base preparation, cut and fill, excavation for unstable material, fill, geotechnical engineering, grading, land
balancing, relocation of active utilities, temporary erosion control, temporary facility, temporary site control,
surveying, staking, and appropriate associated professional engineering/architectural fees related to the eligible
activities. All the site preparation activities are necessary to support the redevelopment.
Public Infrastructure Improvements: Public Infrastructure improvements will be made by the Developer in the
public right-of-way and on publicly accessible land as outlined in the signed Cooperative Use Agreement between
the City of Muskegon and AP dated September 13, 2022. Public infrastructure activities, including public parks
(Linear Park, East Peninsula Park and the commuter bike path), public roadways (Adelaide Avenue), West Western
Avenue reconstruction, public/transient shopper and dockage and dock slips, new and upgraded water main,
sanitary sewer and storm sewer utilities, solar power infrastructure for the public shopper and transient dockage
and marina upgrades including the breakwater with public access path.
Amended BPA Preparation: This amended BPA was required for authorization of reimbursement to the
Developer, as applicable, from tax increment revenues under Public Act 381 of 1996, as amended.
Amended BPA Implementation: Tracking, submittal, review of invoices for reimbursement, plan compliance, and
data reporting will be conducted.
Contingency: A 15% contingency is included for those activities not already completed.
Interest: A 5% interest on unreimbursed eligible activities is included.
2.3 Estimate of Captured Taxable Value and Tax Increment Revenues
The base year of this amended BPA is 2021, as established in the approved BPA. The 2021 taxable value of the
eligible property was $903,810. After completion of the development (Phases one, two and three), the taxable
value is estimated at $42,875,000. This amended BPA assumes a 1.0% annual increase in the taxable value of the
Eligible Property. Initial capture is anticipated to begin in 2023.
The estimated captured taxable value for the redevelopment by year and in aggregate for each taxing jurisdiction
is depicted in tabular form (Table 1: Tax Increment Revenue Capture). Actual taxable values and tax increment
revenues may vary year to year based on economic and market conditions, tax incentives, building additions, and
property improvements, among other factors.
A summary of the estimated reimbursement schedule by year and in aggregate is presented as Table 2: Tax
Increment Revenue Reimbursement Allocation.
Method of Financing and Description of Advances Made by the Municipality
The cost of the eligible activities included in this amended BPA will be paid for by the Developer. The Developer
will seek reimbursement for eligible activity costs through capture of available local and state (as applicable)
school tax increment revenues as permitted by Act 381. Additionally, as necessary personal property taxes may
be utilized as well for reimbursement. Refer to Attachment D for a copy of the Reimbursement Agreement.
2.4 Maximum Amount of Note or Bonded Indebtedness
This 2nd Amendment to the BPA does not include a City note or bonded indebtedness. The Developer will be
responsible for the cost of eligible activities.
2.5 Duration of Brownfield Plan
Capture of tax increment revenues for the Developer reimbursement are anticipated to commence in 2023 and
end in 2046. It is projected that the amended BPA will extend 29 years, which assumes five years of additional
capture of tax increment revenues for deposit into a Local Brownfield Revolving Fund, if available.
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2.6 Estimated Impact of Tax Increment Financing on Revenues of Taxing
Jurisdiction
The estimated amount of tax increment revenues to be captured for this redevelopment from each taxing
jurisdiction by year and in aggregate is presented in Tables 1 and 2.
2.7 Legal Description, Property Map, Statement of Qualifying Characteristics and
Personal Property
• The legal description is as follows:
1204 W. Western Avenue
CITY OF MUSKEGON PART OF SECTION 25 T10N R17W PRT OF BLKS 578-580 DESC AS FOLS COM AT SE
COR LOT 4 BLK 577 TH S 88D 15M W ALG SLY LN SD BLK 577 EXTND (ALSO BEING NLY LN WESTERN AVE)
847.15 FT FOR POB TH N 01D 56M 50S W 256.10 FT TH N 31D 37M 35S E 47 FT TH N 55D 15M 15S E
89.20 FT TH N 35D 54M 50S W 127.65 FT TH N 02D 52M 10S W 553 FT TH S 55D 13 M W 243 FT TH N
34D 47M W 330 FT M/L TO SHORE OF MUSKEGON LAKE REFERRED TO AS PT B TH RECOM AT POB TH S
88D 15M W ALG NLY LN WESTERN AVE 18.65 FT TH SWLY ALG SD NLY LN WESTERN AVE ALG ARC OF A
430.61 FT RAD CURVE TO LT 158.33 FT (LC SD CURVE BEARS S 77D 43M 00S W 157.44 FT & CENTRAL ANG
SD CURVE IS 21D 04M 00) TO WLY LN NELY 200 FT OF SD BLK 580 TH N 35D 2M 10S W ALG SD WLY LN
SD NELY 200 FT DIST 850 FT M/L TO SHORE OF MUSKEGON LAKE REFERRED TO AS PT C TH NWLY SELY &
NELY ALG SHORE OF MUSKEGON LAKE 1300 FT M/L FROM SD PT C TO SD PT B EXC THAT PRT OF ABOVE
DESC PARCEL THAT LIES WITHIN THE CHESAPEAKE & OHIO RR ROW EXC THAT PART TAKEN BY THE CITY
OF MUSKEGON FOR THE LAKESHORE TRAIL BIKE PATH DESC AS THAT PART OF BLKS 578 & 580 DESC
AS COM @ SE COR LOT 4 BLK 577 TH S 88D 40M 42S W ALG N ROW LN WESTERN AVE 847.60 FT TH N
01D 31M 57S W 256.10 FT TH N 32D 02M 28S E 47 FT TH N 55D 40M 08S E 89.20 FT TH N 35D 29M 57S
W 127.65 FT TH N 02D 27M 17S W 553 FT TH S 55D 37M 53S W 243 FT TH N 34D 22M 07S W 235.92 FT
TO POB TH S 50D 44M 04S W 329.75 FT TH S 20D 19M 09S W 96.30 FT TH S 23D 53M 54S E 405.55
FT TH N 34D 34M 00S W ALG NE LN LAKESHORE YACHT HARBOUR 86.43 FT TH N 23D 53M 54S W 327.11
FT TH N 20D 19M 09S E 107.14 FT TH N 50D 44M 04S E 335.70 FT TH S 33D 32M 57S E 16.08 FT TO
POB TAKEN FOR LAKESHORE TRAIL BIKE PATH ACROSS SD PROPERTY AND COM AT SE COR LOT 4 BLK
577 FOR POB TH N 1 DEG 41 MIN W 158.40 FT TH N 76 DEG 43 MIN W 103.55 FT TH NWLY ON THE ARC
OF A 492.47 FT RAD CURVE TO THE RT 110.31 FT (LONG CORD BEARS N 70D 18M W 110.07 FT CENTRAL
ANGLE IS 12D 50M 00S) TH N 63 DEG 53 MIN W 67 FT TH N 2 DEG 4 MIN W 33.8 FT TO RR R/W TH
CON'T N 2 DEG 4 MIN W 367.7 FT TH N 37 DEG W 730 FT TH N 48 DEG W 600 FT M/L TO MUSKEGON
LAKE TO A PT A RECOM AT POB TH S 88 DEG 15 MIN W 847.15 FT TH N 1 DEG 56 MIN 50 SEC W 256.1
FT TH N 31 DEG 37 MIN 35 SEC E 47 FT TH N 55 DEG 15 MIN 15 SEC E 89.2 FT TH N 35 DEG 54 MIN 50
SEC W 127.65 FT TH N 2 DEG 52 MIN 10 SEC W 553 FT TH S 55 DEG 13 MIN W 243 FT TH N 34 DEG 47
MIN W 330 FT M/L TO THE SHORE OF MUSKEGON LAKE TO A PT REFERRED TO AS PT B TH WLY ALG
SHORE LN 1500 FT M/L TO SD PT A EXC THAT PART LYING WITHIN C&O RR R/W RECORDED IN L 702 P
134 ALSO EXC COM AT SW COR LOT 4 BLK 574 FOR POB TH WLY ALG WESTERN AVE 20.5 FT TO SE COR
LOT 5 TH NLY TO SLY LN C&O RR R/W TH SELY ALG SLY LN OF SD R/W TO NW COR LOT 3 BLK 577 TH S
ALG W LN LOT 3 TO NE COR LOT 4 TH WLY ALG NLY LN LOT 4 40 FT TO NW COR SD LOT TH SLY ALG W LN
TO POB EXC THAT PART OF BLK 578 DESCRIBED AS COM AT THE SE COR OF LOT 4 BLK 577 TH S 88D
40M 42S W ALG N R-O-W LINE OF WESTERN AVE 847.60 FT TH N 01D 31M 57S W 256.10 FT TH N 32 D
02M 28S E 47 FT TH N 55D 40M 08S E 89.20 FT TH N 35D 29M 57S W 127.65 FT TH N 02D 27M 17S W
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553 FT TH S 55D 37M 53S W 243 FT TH N 34D 22M 07S W 235.92 FT TO POB TH N 33D 32M 57S W
16.08FT TH N 62D 10M 01S E 211.19 FT TH S 87D 42M 46S E 126.81 FT TH N 71D 39M 34S E 169.45
FT TH S 53D 57M 29S E 104.89 FT TH S 36D 27M 44S E 604.13 FT TH S 01D 31M 44S E 16 FT TH S 38D
27M 16S W 8.34 FT TH N 36D 27M 44S W 610.01FT TH N 53D 57M 29S W 94.21 FT TH S 71D 39M 34S
W 164.14 FT TH N 87D 42M 46S W 125.42 FT TH S 62D 10M 01S W 205.29 FT TO POB
• The Property layout is depicted on Figure 2.
• The Property is considered an “eligible property” as defined by Act 381 because the Property is a facility
pursuant to Part 201. Facility verification is included in Attachment C.
• New personal property added to the Property is included as part of the Eligible Property to the extent it is
taxable.
2.8 Estimates of Residents and Displacement of Individuals/Families
No residents or families will be displaced because of the Project.
2.9 Plan for Relocation of Displaced Persons
Not applicable.
2.10 Provisions for Relocation Costs
Not applicable.
2.11 Strategy for Compliance with Michigan’s Relocation Assistance Law
Not applicable.
2.12 Other Material that the Authority or Governing Body Considers Pertinent
The Project will significantly improve the Muskegon Lake shoreline through revitalization of Property once used
for industrial purposes. Existing structures will be revitalized, and environmental exposure risks mitigated. A new
marina with transient boat slips will provide local citizens and tourists with opportunities to access the vibrant
Muskegon downtown and other nearby recreational activities. Construction of new boat storage and residential
condominiums will expand Muskegon Lake access and increase long-term tax revenues for the City of Muskegon
and the State of Michigan. The Development will also create numerous job opportunities for the community.
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Figure 1
Location Map
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VICINITY MAP
MICHIGAN
CITY OF
MUSKEGON
_
^
MUSKEGON COUNTY
Hard copy is
intended to be
8.5"x11" when
plotted. Scale(s)
indicated and
graphic quality may
not be accurate for
any other size.
1148 & 1204 West Western Ave., Muskegon, Muskegon County MI 49441
Leesta Management, LLC
Baseline Environmental Assessment
SITE
PLOT INFO: Z:\2020\201515\CAD\GIS\mapdoc\FIG01_LocationMap.mxd Date: 5/25/2021 1:59:36 PM User: bahannah
PROJECT NO.
201515
LOCATION MAP FIGURE NO.
FEET
Packet Page 153
NORTH 0 1,000 2,000
© OpenStreetMap (and) contributors, CC-BY-SA 1
©Copyright 2021 All Rights Reserved
Figure 2
Site Layout Map
Packet Page 154
LEGEND
Approximate Property Boundary
Hard copy is
intended to be
8.5"x11" when
plotted. Scale(s)
indicated and
graphic quality may
not be accurate for
any other size.
1148 & 1204 West Western Ave., Muskegon, Muskegon County MI 49441
Leesta Management, LLC
Baseline Environmental Assessment
PLOT INFO: Z:\2020\201515\CAD\GIS\mapdoc\FIG03_SiteMap.mxd Date: 5/25/2021 2:03:18 PM User: bahannah
PROJECT NO.
201515
SITE MAP
Source: Esri, Maxar, GeoEye, Earthstar Geographics, CNES/Airbus
FIGURE NO.
DS, USDA, USGS, AeroGRID, IGN, and the GIS User Community,
Esri, HERE, Garmin, (c) OpenStreetMap contributors, Esri, HERE,
FEET
Garmin, (c) OpenStreetMap
community
NORTH 0 and the150
contributors, GIS user300
2
Packet Page 155
©Copyright 2021 All Rights Reserved
Table 1
Tax Increment Revenue Capture
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Table 1 - Estimate of Total Incremental Taxes Available for Capture 1 of 3
1148 and 1204 West Western Avenue, Muskegon, Muskegon County, Michigan
Estimated Taxable Value (TV) Increase Rate: 1%
Plan Year 0 1 2 3 4 5 6 7 8 9 10
Calendar Year 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031
Base Taxable Value $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810
Estimated New TV $ - $ 1,750,000 $14,875,000 $42,875,000 $43,303,750 $43,736,788 $44,174,155 $44,615,897 $ 45,062,056 $ 45,512,676 $ 45,967,803
Incremental Difference (New TV - Base TV)1 $ - $ 846,190 $ 13,971,190 $ 41,971,190 $ 42,399,940 $ 42,832,978 $ 43,270,345 $ 43,712,087 $ 44,158,246 $ 44,608,866 $ 45,063,993
School Capture Millage Rate
State Education Tax (SET) 6.00000 $ - $ - $ 83,827 $ 251,827 $ 254,400 $ 256,998 $ 259,622 $ 262,273 $ 264,949 $ 267,653 $ 270,384
School Operating Tax 17.98380 $ - $ - $ 251,255 $ 754,801 $ 762,512 $ 770,300 $ 778,165 $ 786,109 $ 794,133 $ 802,237 $ 810,422
School Total 23.9838 $ - $ - $ 335,082 $ 1,006,629 $ 1,016,912 $ 1,027,298 $ 1,037,787 $ 1,048,382 $ 1,059,083 $ 1,069,890 $ 1,080,806
Local Capture Millage Rate
County Museum 0.32200 $ - $ - $ 4,499 $ 13,515 $ 13,653 $ 13,792 $ 13,933 $ 14,075 $ 14,219 $ 14,364 $ 14,511
County Veterans 0.07150 $ - $ - $ 999 $ 3,001 $ 3,032 $ 3,063 $ 3,094 $ 3,125 $ 3,157 $ 3,190 $ 3,222
Senior Citzens Services 0.49990 $ - $ - $ 6,984 $ 20,981 $ 21,196 $ 21,412 $ 21,631 $ 21,852 $ 22,075 $ 22,300 $ 22,527
Central Dispatch 0.29999 $ - $ - $ 4,191 $ 12,591 $ 12,720 $ 12,849 $ 12,981 $ 13,113 $ 13,247 $ 13,382 $ 13,519
Community College 2.20340 $ - $ - $ 30,784 $ 92,479 $ 93,424 $ 94,378 $ 95,342 $ 96,315 $ 97,298 $ 98,291 $ 99,294
M.A.I.S.D 4.75410 $ - $ - $ 66,420 $ 199,535 $ 201,574 $ 203,632 $ 205,712 $ 207,812 $ 209,933 $ 212,075 $ 214,239
City Operating 10.07540 $ - $ - $ 140,765 $ 422,877 $ 427,196 $ 431,559 $ 435,966 $ 440,417 $ 444,912 $ 449,452 $ 454,038
City Sanitation 2.99790 $ - $ - $ 41,884 $ 125,825 $ 127,111 $ 128,409 $ 129,720 $ 131,044 $ 132,382 $ 133,733 $ 135,097
Hackley Library 2.39970 $ - $ - $ 33,527 $ 100,718 $ 101,747 $ 102,786 $ 103,836 $ 104,896 $ 105,967 $ 107,048 $ 108,140
MPS Sinking 0.99810 $ - $ - $ 13,945 $ 41,891 $ 42,319 $ 42,752 $ 43,188 $ 43,629 $ 44,074 $ 44,524 $ 44,978
County Operating 5.69780 $ - $ - $ 79,605 $ 239,143 $ 241,586 $ 244,054 $ 246,546 $ 249,063 $ 251,605 $ 254,172 $ 256,766
Local Total 30.3198 $ - $ - $ 423,604 $ 1,272,558 $ 1,285,557 $ 1,298,687 $ 1,311,948 $ 1,325,341 $ 1,338,869 $ 1,352,531 $ 1,366,331
Non-Capturable Millages Millage Rate
Community College Debt 0.34000 $ - $ - $ 4,750 $ 14,270 $ 14,416 $ 14,563 $ 14,712 $ 14,862 $ 15,014 $ 15,167 $ 15,322
Hackley Debt 0.45320 $ - $ - $ 6,332 $ 19,021 $ 19,216 $ 19,412 $ 19,610 $ 19,810 $ 20,013 $ 20,217 $ 20,423
MPS Debt - 1995 3.86000 $ - $ - $ 53,929 $ 162,009 $ 163,664 $ 165,335 $ 167,024 $ 168,729 $ 170,451 $ 172,190 $ 173,947
MPS Debt - 2009 3.50000 $ - $ 48,899 $ 146,899 $ 148,400 $ 149,915 $ 151,446 $ 152,992 $ 154,554 $ 156,131 $ 157,724
Total Non-Capturable Taxes 8.1532 $ - $ - $ 113,910 $ 342,200 $ 345,695 $ 349,226 $ 352,792 $ 356,393 $ 360,031 $ 363,705 $ 367,416
1
Assumes 1% annual increase for inflation
Total Tax Increment Revenue (TIR) Available for Capture $ - $ - $ 758,686 $ 2,279,186 $ 2,302,469 $ 2,325,984 $ 2,349,735 $ 2,373,723 $ 2,397,951 $ 2,422,422 $ 2,447,137
Notes-
Table 2 assumes incremental annual investment with
project completion in 2025.
For the purpose of Table 2 the new taxable value is
estimated based on 50% of a total overall investment
of $85,000,000
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Table 1 - Estimate of Total Incremental Taxes Available for Capture 2 of 3
1148 and 1204 West Western Avenue, Muskegon, Muskegon County, Michigan
Estimated Taxable Value (TV) Increase Rate:
Plan Year 11 12 13 14 15 16 17 18 19 20 21 22
Calendar Year 2032 2033 2034 2035 2036 2037 2038 2039 2040 2041 2042 2043
Base Taxable Value $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810
Estimated New TV $ 46,427,481 $ 46,891,756 $ 47,360,674 $ 47,834,280 $ 48,312,623 $ 48,795,749 $ 49,283,707 $ 49,776,544 $ 50,274,309 $ 50,777,052 $ 51,284,823 $ 51,797,671
Incremental Difference (New TV - Base TV)1 $ 45,523,671 $ 45,987,946 $ 46,456,864 $ 46,930,470 $ 47,408,813 $ 47,891,939 $ 48,379,897 $ 48,872,734 $ 49,370,499 $ 49,873,242 $ 50,381,013 $ 50,893,861
School Capture Millage Rate
State Education Tax (SET) 6.00000 $ 273,142 $ 275,928 $ 278,741 $ 281,583 $ 284,453 $ 287,352 $ 290,279 $ 293,236 $ 296,223 $ 299,239 $ 302,286 $ 305,363
School Operating Tax 17.98380 $ 818,689 $ 827,038 $ 835,471 $ 843,988 $ 852,591 $ 861,279 $ 870,054 $ 878,917 $ 887,869 $ 896,910 $ 906,042 $ 915,265
School Total 23.9838 $ 1,091,831 $ 1,102,966 $ 1,114,212 $ 1,125,571 $ 1,137,043 $ 1,148,631 $ 1,160,334 $ 1,172,154 $ 1,184,092 $ 1,196,150 $ 1,208,328 $ 1,220,628
Local Capture Millage Rate
County Museum 0.32200 $ 14,659 $ 14,808 $ 14,959 $ 15,112 $ 15,266 $ 15,421 $ 15,578 $ 15,737 $ 15,897 $ 16,059 $ 16,223 $ 16,388
County Veterans 0.07150 $ 3,255 $ 3,288 $ 3,322 $ 3,356 $ 3,390 $ 3,424 $ 3,459 $ 3,494 $ 3,530 $ 3,566 $ 3,602 $ 3,639
Senior Citzens Services 0.49990 $ 22,757 $ 22,989 $ 23,224 $ 23,461 $ 23,700 $ 23,941 $ 24,185 $ 24,431 $ 24,680 $ 24,932 $ 25,185 $ 25,442
Central Dispatch 0.29999 $ 13,657 $ 13,796 $ 13,937 $ 14,079 $ 14,222 $ 14,367 $ 14,513 $ 14,661 $ 14,811 $ 14,961 $ 15,114 $ 15,268
Community College 2.20340 $ 100,307 $ 101,330 $ 102,363 $ 103,407 $ 104,461 $ 105,525 $ 106,600 $ 107,686 $ 108,783 $ 109,891 $ 111,010 $ 112,140
M.A.I.S.D 4.75410 $ 216,424 $ 218,631 $ 220,861 $ 223,112 $ 225,386 $ 227,683 $ 230,003 $ 232,346 $ 234,712 $ 237,102 $ 239,516 $ 241,955
City Operating 10.07540 $ 458,669 $ 463,347 $ 468,071 $ 472,843 $ 477,663 $ 482,530 $ 487,447 $ 492,412 $ 497,428 $ 502,493 $ 507,609 $ 512,776
City Sanitation 2.99790 $ 136,475 $ 137,867 $ 139,273 $ 140,693 $ 142,127 $ 143,575 $ 145,038 $ 146,516 $ 148,008 $ 149,515 $ 151,037 $ 152,575
Hackley Library 2.39970 $ 109,243 $ 110,357 $ 111,483 $ 112,619 $ 113,767 $ 114,926 $ 116,097 $ 117,280 $ 118,474 $ 119,681 $ 120,899 $ 122,130
MPS Sinking 0.99810 $ 45,437 $ 45,901 $ 46,369 $ 46,841 $ 47,319 $ 47,801 $ 48,288 $ 48,780 $ 49,277 $ 49,778 $ 50,285 $ 50,797
County Operating 5.69780 $ 259,385 $ 262,030 $ 264,702 $ 267,400 $ 270,126 $ 272,879 $ 275,659 $ 278,467 $ 281,303 $ 284,168 $ 287,061 $ 289,983
Local Total 30.3198 $ 1,380,268 $ 1,394,345 $ 1,408,562 $ 1,422,922 $ 1,437,425 $ 1,452,074 $ 1,466,868 $ 1,481,811 $ 1,496,903 $ 1,512,146 $ 1,527,542 $ 1,543,091
Non-Capturable Millages Millage Rate
Community College Debt 0.34000 $ 15,478 $ 15,636 $ 15,795 $ 15,956 $ 16,119 $ 16,283 $ 16,449 $ 16,617 $ 16,786 $ 16,957 $ 17,130 $ 17,304
Hackley Debt 0.45320 $ 20,631 $ 20,842 $ 21,054 $ 21,269 $ 21,486 $ 21,705 $ 21,926 $ 22,149 $ 22,375 $ 22,603 $ 22,833 $ 23,065
MPS Debt - 1995 3.86000 $ 175,721 $ 177,513 $ 179,323 $ 181,152 $ 182,998 $ 184,863 $ 186,746 $ 188,649 $ 190,570 $ 192,511 $ 194,471 $ 196,450
MPS Debt - 2009 3.50000 $ 159,333 $ 160,958 $ 162,599 $ 164,257 $ 165,931 $ 167,622 $ 169,330 $ 171,055 $ 172,797 $ 174,556 $ 176,334 $ 178,129
Total Non-Capturable Taxes 8.1532 $ 371,164 $ 374,949 $ 378,772 $ 382,634 $ 386,534 $ 390,473 $ 394,451 $ 398,469 $ 402,528 $ 406,627 $ 410,766 $ 414,948
1
Assumes 1% annual increase for inflation
Total Tax Increment Revenue (TIR) Available for Capture $ 2,472,099 $ 2,497,311 $ 2,522,774 $ 2,548,493 $ 2,574,469 $ 2,600,704 $ 2,627,202 $ 2,653,965 $ 2,680,995 $ 2,708,296 $ 2,735,870 $ 2,763,719
Notes-
Table 2 assumes incremental annual investment with
project completion in 2025.
For the purpose of Table 2 the new taxable value is
estimated based on 50% of a total overall investment
of $85,000,000
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Table 1 - Estimate of Total Incremental Taxes Available for Capture 3 of 3
1148 and 1204 West Western Avenue, Muskegon, Muskegon County, Michigan
Estimated Taxable Value (TV) Increase Rate:
Plan Year 23 24 25 26 27 28 29 30 TOTAL
Calendar Year 2044 2045 2046 2047 2048 2049 2050 2051
Base Taxable Value $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ 903,810 $ -
Estimated New TV $ 52,315,648 $ 52,838,804 $ 53,367,192 $ 53,900,864 $ 54,439,873 $ 54,984,272 $ 55,534,115 $ 56,089,456 $ -
Incremental Difference (New TV - Base TV)1 $ 51,411,838 $ 51,934,994 $ 52,463,382 $ 52,997,054 $ 53,536,063 $ 54,080,462 $ 54,630,305 $ 55,185,646 $ -
School Capture Millage Rate
State Education Tax (SET) 6.00000 $ 308,471 $ 311,610 $ 314,780 $ 317,982 $ 321,216 $ 324,483 $ 327,782 $ 331,114 $ 8,197,197
School Operating Tax 17.98380 $ 924,580 $ 933,989 $ 943,491 $ 953,088 $ 962,782 $ 972,572 $ 982,460 $ 992,448 $ 24,569,459
School Total 23.9838 $ 1,233,051 $ 1,245,599 $ 1,258,271 $ 1,271,071 $ 1,283,998 $ 1,297,055 $ 1,310,242 $ 1,323,561 $ 32,766,656
Local Capture Millage Rate
County Museum 0.32200 $ 16,555 $ 16,723 $ 16,893 $ 17,065 $ 17,239 $ 17,414 $ 17,591 $ 17,770 $ 439,916
County Veterans 0.07150 $ 3,676 $ 3,713 $ 3,751 $ 3,789 $ 3,828 $ 3,867 $ 3,906 $ 3,946 $ 97,683
Senior Citzens Services 0.49990 $ 25,701 $ 25,962 $ 26,226 $ 26,493 $ 26,763 $ 27,035 $ 27,310 $ 27,587 $ 682,963
Central Dispatch 0.29999 $ 15,423 $ 15,580 $ 15,738 $ 15,899 $ 16,060 $ 16,224 $ 16,389 $ 16,555 $ 409,846
Community College 2.20340 $ 113,281 $ 114,434 $ 115,598 $ 116,774 $ 117,961 $ 119,161 $ 120,372 $ 121,596 $ 3,010,284
M.A.I.S.D 4.75410 $ 244,417 $ 246,904 $ 249,416 $ 251,953 $ 254,516 $ 257,104 $ 259,718 $ 262,358 $ 6,495,049
City Operating 10.07540 $ 517,995 $ 523,266 $ 528,590 $ 533,967 $ 539,397 $ 544,882 $ 550,422 $ 556,017 $ 13,765,007
City Sanitation 2.99790 $ 154,128 $ 155,696 $ 157,280 $ 158,880 $ 160,496 $ 162,128 $ 163,776 $ 165,441 $ 4,095,730
Hackley Library 2.39970 $ 123,373 $ 124,628 $ 125,896 $ 127,177 $ 128,470 $ 129,777 $ 131,096 $ 132,429 $ 3,278,469
MPS Sinking 0.99810 $ 51,314 $ 51,836 $ 52,364 $ 52,896 $ 53,434 $ 53,978 $ 54,527 $ 55,081 $ 1,363,604
County Operating 5.69780 $ 292,934 $ 295,915 $ 298,926 $ 301,967 $ 305,038 $ 308,140 $ 311,273 $ 314,437 $ 7,784,332
Local Total 30.3198 $ 1,558,796 $ 1,574,658 $ 1,590,679 $ 1,606,860 $ 1,623,202 $ 1,639,708 $ 1,656,379 $ 1,673,217 $ 41,422,883
Non-Capturable Millages Millage Rate
Community College Debt 0.34000 $ 17,480 $ 17,658 $ 17,838 $ 18,019 $ 18,202 $ 18,387 $ 18,574 $ 18,763 $ 464,508
Hackley Debt 0.45320 $ 23,300 $ 23,537 $ 23,776 $ 24,018 $ 24,263 $ 24,509 $ 24,758 $ 25,010 $ 619,162
MPS Debt - 1995 3.86000 $ 198,450 $ 200,469 $ 202,509 $ 204,569 $ 206,649 $ 208,751 $ 210,873 $ 213,017 $ 5,273,530
MPS Debt - 2009 3.50000 $ 179,941 $ 181,772 $ 183,622 $ 185,490 $ 187,376 $ 189,282 $ 191,206 $ 193,150 $ 4,781,698
Total Non-Capturable Taxes 8.1532 $ 419,171 $ 423,436 $ 427,744 $ 432,096 $ 436,490 $ 440,929 $ 445,412 $ 449,940 $ 11,138,898
1
Assumes 1% annual increase for inflation
Total Tax Increment Revenue (TIR) Available for Capture $ 2,791,847 $ 2,820,257 $ 2,848,950 $ 2,877,930 $ 2,907,200 $ 2,936,763 $ 2,966,622 $ 2,996,779 $ 74,189,539
Notes-
Table 2 assumes incremental annual investment with
project completion in 2025.
For the purpose of Table 2 the new taxable value is
estimated based on 50% of a total overall investment
of $85,000,000
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Table 2
Tax Increment Revenue Reimbursement Allocation
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Table 2 - Estimate of Total Incremental Taxes Available for Reimbursement 1 of 1
1148 1204 West Western Avenue, Muskegon, Muskegon County, Michigan
Developer
Proportionality Maximum School &
Reimbursement Local Taxes Estimated Developer Capture $ 45,337,986
44.1% State $ 13,953,983 $ 0 Estimated City of Muskegon Capture $ -
55.9% Local 31,384,003 Estimated Years of Capture: 29 years BRA Administrative Fee $ 290,000
TOTAL $ 45,337,986 State Brownfield Redevelopment Fund $ 4,098,599
EGLE $ 365,354 Local Brownfield Revolving Fund $ 11,967,816
MSF $32,568,232
Local Only $ 12,404,400
2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040 2041 2042 2043 2044 2045 2046 2047 2048 2049 2050 2051 TOTAL
Total State Incremental Revenue $ - $ - $ 335,082 $ 1,006,629 $ 1,016,912 $ 1,027,298 $ 1,037,787 $ 1,048,382 $ 1,059,083 $ 1,069,890 $ 1,080,806 $ 1,091,831 $ 1,102,966 $ 1,114,212 $ 1,125,571 $ 1,137,043 $ 1,148,631 $ 1,160,334 $ 1,172,154 $ 1,184,092 $ 1,196,150 $ 1,208,328 $ 1,220,628 $ 1,233,051 $ 1,245,599 $ 1,258,271 $ 1,271,071 $ 1,283,998 $ 1,297,055 $ 1,310,242 $ 1,323,561 $ 32,766,656
State Brownfield Redevelopment Fund (50% of SET) $ - $ - $ 41,914 $ 125,914 $ 127,200 $ 128,499 $ 129,811 $ 131,136 $ 132,475 $ 133,827 $ 135,192 $ 136,571 $ 137,964 $ 139,371 $ 140,791 $ 142,226 $ 143,676 $ 145,140 $ 146,618 $ 148,111 $ 149,620 $ 151,143 $ 152,682 $ 154,236 $ 155,805 $ 157,390 $ 158,991 $ 160,608 $ 162,241 $ 163,891 $ 165,557 $ 4,098,599
State TIR Available for Reimbursement $ - $ - $ 293,169 $ 880,715 $ 889,712 $ 898,799 $ 907,976 $ 917,246 $ 926,608 $ 936,064 $ 945,614 $ 955,260 $ 965,002 $ 974,842 $ 984,780 $ 994,817 $ 1,004,955 $ 1,015,194 $ 1,025,536 $ 1,035,981 $ 1,046,530 $ 1,057,185 $ 1,067,947 $ 1,078,816 $ 1,089,794 $ 1,100,881 $ 1,112,080 $ 1,123,390 $ 1,134,814 $ 1,146,351 $ 1,158,005 $ 28,668,058
Total Local Incremental Revenue $ - $ - $ 423,604 $ 1,272,558 $ 1,285,557 $ 1,298,687 $ 1,311,948 $ 1,325,341 $ 1,338,869 $ 1,352,531 $ 1,366,331 $ 1,380,268 $ 1,394,345 $ 1,408,562 $ 1,422,922 $ 1,437,425 $ 1,452,074 $ 1,466,868 $ 1,481,811 $ 1,496,903 $ 1,512,146 $ 1,527,542 $ 1,543,091 $ 1,558,796 $ 1,574,658 $ 1,590,679 $ 1,606,860 $ 1,623,202 $ 1,639,708 $ 1,656,379 $ 1,673,217 $ 41,422,883
BRA Administrative Fee $ - $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ 290,000
Local TIR Available for Reimbursement $ - $ - $ 413,604 $ 1,262,558 $ 1,275,557 $ 1,288,687 $ 1,301,948 $ 1,315,341 $ 1,328,869 $ 1,342,531 $ 1,356,331 $ 1,370,268 $ 1,384,345 $ 1,398,562 $ 1,412,922 $ 1,427,425 $ 1,442,074 $ 1,456,868 $ 1,471,811 $ 1,486,903 $ 1,502,146 $ 1,517,542 $ 1,533,091 $ 1,548,796 $ 1,564,658 $ 1,580,679 $ 1,596,860 $ 1,613,202 $ 1,629,708 $ 1,646,379 $ 1,663,217 $ 41,132,883
Total State & Local TIR Available $ - $ - $ 706,772 $ 2,143,273 $ 2,165,269 $ 2,187,486 $ 2,209,924 $ 2,232,587 $ 2,255,477 $ 2,278,595 $ 2,301,945 $ 2,325,528 $ 2,349,347 $ 2,373,404 $ 2,397,702 $ 2,422,242 $ 2,447,028 $ 2,472,062 $ 2,497,347 $ 2,522,884 $ 2,548,676 $ 2,574,727 $ 2,601,038 $ 2,627,612 $ 2,654,452 $ 2,681,560 $ 2,708,939 $ 2,736,592 $ 2,764,522 $ 2,792,731 $ 2,821,222 $ 69,800,941
Beginning
DEVELOPER Balance
Developer Reimbursement Balance $ 45,337,986 $ - $ 13,640,735 $ 24,906,510 $ 36,503,115 $ 35,826,374 $ 34,755,285 $ 36,266,681 $ 34,034,094 $ 31,778,617 $ 29,500,022 $ 27,198,077 $ 24,872,550 $ 22,523,203 $ 20,149,799 $ 17,752,097 $ 15,329,855 $ 12,882,827 $ 11,425,958 $ 9,954,147 $ 8,467,244 $ 6,965,098 $ 5,447,556 $ 3,914,465 $ 2,365,669 $ 801,011 $ - $ - $ - $ - $ - $ -
Pre-Approved Environmental Costs $ 365,354 $ - $ 365,354 $ 365,354 $ -
State Tax Reimbursement $ 293,169 $ - $ 293,169 $ - $ 293,169
Local Tax Reimbursement $ 72,185 $ - $ 72,185 $ - $ 72,185
Interest (5%) $ 18,268 $ - $ 18,268 $ - $ - $ 18,268
Total EGLE Reimbursement Balance** $ - $ 365,354 $ - $ - $ -
Non Environmental Costs $ 32,568,232 $ - $ 13,027,293 $ 22,797,762 $ 32,568,232 $ 30,424,959 $ 28,259,690 $ 26,072,205 $ 23,862,281 $ 21,629,694 $ 19,374,217 $ 17,095,622 $ 14,793,677 $ 12,468,150 $ 10,118,803 $ 7,745,399 $ 5,347,697 $ 2,925,455 $ 478,427
State Tax Reimbursement $ 13,660,814 $ - $ 880,715 $ 889,712 $ 898,799 $ 907,976 $ 917,246 $ 926,608 $ 936,064 $ 945,614 $ 955,260 $ 965,002 $ 974,842 $ 984,780 $ 994,817 $ 1,004,955 $ 478,427 $ 13,660,814
Local Tax Reimbursement $ 18,907,418 $ - $ - $ 1,262,558 $ 1,275,557 $ 1,288,687 $ 1,301,948 $ 1,315,341 $ 1,328,869 $ 1,342,531 $ 1,356,331 $ 1,370,268 $ 1,384,345 $ 1,398,562 $ 1,412,922 $ 1,427,425 $ 1,442,074 $ - $ 18,907,418
Total Non Environmental Reimbursement Balance** $ - $ 13,027,293 $ 22,797,762 $ 30,424,959 $ 28,259,690 $ 26,072,205 $ 23,862,281 $ 21,629,694 $ 19,374,217 $ 17,095,622 $ 14,793,677 $ 12,468,150 $ 10,118,803 $ 7,745,399 $ 5,347,697 $ 2,925,455 $ 478,427 $ - $ - $ -
Local Only Costs $ 12,404,400 $ - $ 248,088 $ 2,108,748 $ 6,078,156 $ 7,566,684 $ 8,683,080 $ 12,404,400 $ 12,404,400 $ 12,404,400 $ 12,404,400 $ 12,404,400 $ 12,404,400 $ 12,404,400 $ 12,404,400 $ 12,404,400 $ 12,404,400 $ 12,404,400 $ 12,404,400 $ 11,425,958 $ 9,954,147 $ 8,467,244 $ 6,965,098 $ 5,447,556 $ 3,914,465 $ 2,365,669 $ 801,011
Local Tax Reimbursement $ 12,404,400 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 978,442 $ 1,471,811 $ 1,486,903 $ 1,502,146 $ 1,517,542 $ 1,533,091 $ 1,548,796 $ 1,564,658 $ 801,011 $ 12,404,400
Interest (5%) $ 2,467,057 $ - $ 571,298 $ 497,707 $ 423,362 $ 348,255 $ 272,378 $ 195,723 $ 118,283 $ 40,051 $ - $ 2,467,057
Total Non Environmental Reimbursement Balance** $ - $ 248,088 $ 2,108,748 $ 6,078,156 $ 7,566,684 $ 8,683,080 $ 12,404,400 $ 12,404,400 $ 12,404,400 $ 12,404,400 $ 12,404,400 $ 12,404,400 $ 12,404,400 $ 12,404,400 $ 12,404,400 $ 12,404,400 $ 12,404,400 $ 11,425,958 $ 9,954,147 $ 8,467,244 $ 6,965,098 $ 5,447,556 $ 3,914,465 $ 2,365,669 $ 801,011 $ - $ -
Total Annual Developer Reimbursement $ - $ - $ 365,354 $ 2,143,273 $ 2,165,269 $ 2,187,486 $ 2,209,924 $ 2,232,587 $ 2,255,477 $ 2,278,595 $ 2,301,945 $ 2,325,528 $ 2,349,347 $ 2,373,404 $ 2,397,702 $ 2,422,242 $ 2,447,028 $ 1,456,868 $ 1,471,811 $ 1,486,903 $ 1,502,146 $ 1,517,542 $ 1,533,091 $ 1,548,796 $ 1,564,658 $ 801,011 $ 45,337,986
LOCAL BROWNFIELD REVOLVING FUND
LBRF Deposits *
State Tax Capture $ 4,701,999 $ 536,767 $ 1,025,536 $ 1,035,981 $ 1,046,530 $ 1,057,185 $ 4,701,999
Local Tax Capture $ 7,265,817 $ 779,668 $ 1,596,860 $ 1,613,202 $ 1,629,708 $ 1,646,379 $ 7,265,817
Total LBRF Capture $ 11,967,816 $ 11,967,816
* Up to five years of capture for LBRF Deposits after
eligible activities are reimbursed
** 5% Interest Included
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Attachment A
Brownfield Plan Resolution(s)
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City of Muskegon
Brownfield Redevelopment Authority
Amendment to Brownfield Plan Amendment for the
Adelaide Pointe Project at
1204 West Western Avenue
Muskegon, Michigan
Initial Brownfield Plan Amendment Approved by the City of Muskegon
October 12, 2021
Brownfield Redevelopment Authority
Initial Brownfield Plan Amendment Approved by the City of Muskegon Board October 26, 2021
of Commissioners
Amendment to Brownfield Plan Amendment Approved by the City of
Muskegon Brownfield Redevelopment Authority
Amendment to Brownfield Plan Amendment Approved by the City of
Muskegon Board of Commissioners
Prepared with the assistance of:
Fishbeck
1515 Arboretum Drive SE
Grand Rapids, Michigan 49546
616-464-3876
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Table of Contents Fishbeck | Page i
1.0 Introduction ...................................................................................................................................................1
1.1 Proposed Redevelopment and Future Use for the Eligible Property ................................................1
1.2 Eligible Property Information ............................................................................................................2
2.0 Information Required by Section 13(2) of the Statute ...................................................................................2
2.1 Description of Costs to Be Paid for With Tax Increment Revenues ..................................................2
2.2 Summary of Eligible Activities ...........................................................................................................4
2.3 Estimate of Captured Taxable Value and Tax Increment Revenues ..................................................5
2.4 Maximum Amount of Note or Bonded Indebtedness .......................................................................5
2.5 Duration of Brownfield Plan..............................................................................................................5
2.6 Estimated Impact of Tax Increment Financing on Revenues of Taxing Jurisdiction ..........................5
2.7 Legal Description, Property Map, Statement of Qualifying Characteristics and Personal Property..5
2.8 Estimates of Residents and Displacement of Individuals/Families....................................................5
2.9 Plan for Relocation of Displaced Persons..........................................................................................6
2.10 Provisions for Relocation Costs .........................................................................................................6
2.11 Strategy for Compliance with Michigan’s Relocation Assistance Law...............................................6
2.12 Other Material that the Authority or Governing Body Considers Pertinent .....................................6
List of Figures
Figure 1 – Location Map
Figure 2 – Site Layout Map
List of Tables
Table 1 – Tax Increment Revenue Capture
Table 2 – Tax Increment Revenue Reimbursement Allocation
List of Attachments
Attachment A Resolution(s)
Attachment B Conceptual Renderings
Attachment C Environmental Data Tables and Exceedance Map
Attachment D Reimbursement Agreement
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1.0 Introduction
The City of Muskegon Brownfield Redevelopment Authority (the “Authority” or MBRA) was established by the City
of Muskegon pursuant to the Brownfield Redevelopment Financing Act, Michigan Public Act 381 of 1996, as
amended (“Act 381”). The primary purpose of Act 381 is to encourage the redevelopment of eligible property by
providing economic development incentives through tax increment financing for certain eligible properties.
On October 26, 2021, the City of Muskegon (the “City”) approved a Brownfield Plan Amendment (BPA) to
incorporate 1148 and 1204 West Western Avenue (“Eligible Property”, “Site”, or “Property”) into the City’s
existing Brownfield Plan. The BPA detailed redevelopment plans for a five-phase redevelopment at the Eligible
Property, including eligible activity costs and related reimbursement through local-only tax increment financing.
This amendment to the BPA has been prepared to add state school tax capture for reimbursement of costs
related to Michigan Strategic Fund (MSF) eligible activities during the first three immediate phases of
redevelopment. Future amendments to this amended BPA may be pursued for phases four and five of the
development. See Attachment A for copies of amended BPA resolutions.
1.1 Proposed Redevelopment and Future Use for the Eligible Property
The Developer, Adelaide Pointe QOZB, LLC, is proposing to redevelop a former industrial site located at 1204
West Western Avenue (1148 & 1204 West Western Avenue are now combined), Muskegon, Michigan. Figures 1
and 2 depict the Eligible Property location and layout.
Redevelopment consists of five phases that are anticipated to be completed by 2030. Phases one through three
are the focus of this amended BPA. Development phasing is described below:
Development Phase Anticipated/Actual Desired/Actual
Start Date Completion Date
Phase I – Revitalize existing buildings for boat Spring/Summer Spring 2022
storage 2021
Phase II – Construction of marina, mixed-use Spring 2023 Fall/Winter 2024
building, boater services building*
Phase III – Construction of 55-unit residential condo Spring 2023 Fall/Winter 2024
building*
Phase IV – Construction of hotel and 50 boat Spring 2024 Fall 2027
storage units and warehouse
Phase V – Construction of residential condos Spring 2025 Fall 2030
Phases one through three include revitalizing the existing site structures for boat storage, business offices, and
lease space (approx. 218,000 sf); creation of a new 280 slip marina and construction of a new three-story, mixed-
use building with ground level retail and office space (approximately 14,700 gross sf), a second-floor restaurant
(approximately 3,700 sf), and third floor deck area (approx. 3,700 sf) (the “Project”). The Project will also create
an approximately 4,300 sf boater services and a 55 unit 4-story (90,000 gross sf) residential condo building. The
Project will create a walkable community that incorporates public access to waterfront activities (e.g., swimming,
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fishing, boating), inviting greenspace areas, and transient docking. Sustainable development techniques are
proposed throughout the Project, including mass timber construction, solar boardwalks and roof systems, electric
vehicle charging stations, low-impact development stormwater management, and integrated parking. Total
private investment in Phases one through three, not including property acquisition, is approximately $85,000,000.
The mixed-use waterfront development will create approximately 100 new jobs (retail, office, restaurant, marina)
and provide contractor work for hundreds of temporary construction workers.
In addition to environmental activities, this amendment to the BPA includes non-environmental eligible activities
necessary to complete the Project. Non-environmental activities will include demolition, lead/asbestos
abatement, site preparation and public infrastructure improvements. Public infrastructure improvements will
include upgrades to the public utilities (water main, sanitary sewer, and storm sewer), public roadways, marina
and solar docks. Site preparation activities will include specialized foundations, clearing and grubbing, dredging,
compaction and sub-base preparation, cut and fill, excavation for unstable material, geotechnical engineering,
grading/land balancing, relocation of utilities, temporary erosion controls, temporary site control, surveying and
staking, architectural and engineering costs and mass grading.
1.2 Eligible Property Information
The 35-acre Property is located at the west end of West Western Avenue on the south shore of Muskegon Lake.
Since the late 1800s, the Property has been utilized for industrial purposes, primarily a lumberyard followed by
foundry operations. Based on a recent Phase II Environmental Site Assessment (ESA), completed in December
2020, these past industrial uses have resulted in widespread contamination across the Property. Known
contaminants in the soil with concentrations exceeding Michigan Department of Environment, Great Lakes, and
Energy (EGLE) Part 201 Generic Residential Cleanup Criteria (GRCC) include tetrachloroethylene (PCE), arsenic,
cadmium, chromium (total), copper, mercury, selenium, silver and zinc. Groundwater contaminants with
concentrations identified above Part 201 GRCC consist of benzene, 2-methylnaphthalene, naphthalene, cadmium,
chromium (total), copper, lead, mercury, and zinc.
The Developer is not a liable party and completed a Baseline Environmental Assessment (BEA) in accordance with
Part 201 of the Natural Resources and Environmental Protect Act, 1995 PA 451, as amended (NREPA).
Given the known contamination, the Property is a “facility” pursuant to Part 201 of NREPA. As such, it is
considered an “eligible property” as defined by the Michigan Redevelopment Financing Act, Act 381 of 1996.
The location and layout of the Property are depicted in Figures 1 and 2. Environmental data tables and an
exceedance map are provided in Attachment C.
2.0 Information Required by Section 13(2) of the Statute
2.1 Description of Costs to Be Paid for With Tax Increment Revenues
Tax increment revenues will be used to reimburse the Developer and City, as applicable, for the following eligible
activities.
• Pre-approved BEA, documentation of due care, asbestos/lead paint survey, and additional due care
assessment
• Due care activities
• Asbestos, lead paint, and mold abatement
• Select building and site demolition
• Site preparation
• Infrastructure improvements (public)
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• 15% contingency
• Brownfield Plan Amendment
• Brownfield Plan Amendment Implementation
• Interest
The table below provides an eligible activity cost summary for the Project.
EGLE Eligible Activities Estimated Cost
Department Specific Activities
Pre-Approved Sub-Total $350,000
BEA activities $52,000
Documentation of due care $33,000
Hazardous materials survey (e.g., asbestos, lead paint, etc.) $20,000
Due care assessment $245,000
EGLE Eligible Activities Total Costs $350,000
Interest (5%) $15,354
EGLE Eligible Costs Sub-Total $365,354
Summary of Eligible Activity Costs - Developer MSF
Estimated Redevelopment
Developer
MSF Eligible Activities Total Cost Completion Phase Related
Cost
Schedule to Activity
Public Infrastructure Improvements Sub-Total $8,100,000 $8,100,000
Public Parks (Linear Park, East Peninsula Park, $2,000,000 $2,000,000 2023-2024 Phase II & III
Commuter Bike Path)
Public Shopper Dock and Public Transient Dock $1,300,000 $1,300,000 2023-2024 Phase II
Marina Basin- (breakwater system/public $4,300,000 $4,300,000 2023-2024 Phase II
access path)
Solar Powered Docks $500,000 $500,000 2023-2024 Phase II
Site Preparation Sub-Total $6,750,000 $6,750,000
Specialized Foundations $905,000 $905,000 2023-2024 Phase II-V
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Clearing and Grubbing $300,000 $300,000 2023-2024 Phase II & III
Dredging $800,000 $800,000 2023-2024 Phase II & III
Compaction and Sub-Base Preparation $350,000 $350,000 2023-2024 Phase II & III
Cut and Fill $300,000 $300,000 2023-2024 Phase II
Excavation for Unstable Material $70,000 $70,000 2023-2024 Phase II & III
Fill $850,000 $850,000 2023-2024 Phase II & III
Geotechnical Engineering $180,000 $180,000 2023-2024 Phase I, II & III
Grading/Land Balancing $1,550,000 $1,550,000 2023-2024 Phase II & III
Relocation of Active Utilities $350,000 $350,000 2023-2024 Phase II & III
Temporary Erosion Controls $110,000 $110,000 2023-2024 Phase II & III
Temporary Facility $165,000 $165,000 2023-2024 Phase II & III
Temporary Site Control $195,000 $195,000 2023-2024 Phase II & III
Surveying and Staking $125,000 $125,000 2023-2024 Phase II & III
Architectural/Engineering Costs Related to $500,000 $500,000 2023-2024 Phase II & III
Eligible Activities
MSF Eligible Activities Sub-Total $14,850,000 $14,850,000
Contingency (15 %) $2,227,500 $2,227,500 Phase II-V
Interest (5 %)* $7,281,564 $7281,564 Phase I-V
Brownfield Plan and Work Plan Preparation $10,000 $10,000 Phase I
Brownfield Plan and Work Plan $10,000 $10,000 Phase I
Implementation
MSF Eligible Activities Total Costs $24,379,064 $24,379,064
*Interest collected at a 5% rate and capped at less than $8,000,000
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ELIGIBLE ACTIVITIES COST SUMMARY- City of Muskegon Activities
MSF Eligible Non-Environmental Activities Total Cost City of Estimated Redevelopment
Muskegon Cost Completion Phase Related
Schedule Activity
Public Infrastructure (sub-total)
$6,743,620 $6,743,620
Public Roadways $4,000,000 $4,000,000 2023-2024 Phase II
West Western Avenue Reconfiguration-Roadway $1,023,620 $1,023,620 2023-2024 Phase II
Water Main $850,000 $850,000 2023-2024 Phase II
Sanitary Sewer $600,000 $600,000 2023-2024 Phase II
Storm Sewer $270,000 $270,000 2023-2024 Phase II
Local Only Non-Environmental Activities Total
Costs $6,743,620 $6,743,620
Interest (5%)
$1,357,768 $1,357,768
Total City of Muskegon Bond Eligible Costs
$8,101,388 $8,101,388
LOCAL ONLY ELIGIBLE ACTIVITIES COST SUMMARY (Developer)
Local Only Eligible Activities Estimated Cost
Department Specific Activities
Due Care Sub-Total $3,250,000
Vapor intrusion mitigation $500,000
Soil capping $1,500,000
Dewatering $250,000
Contaminated Soil/Dredge Materials Removal and Disposal $1,000,000
Local Only Department Specific Activities Total Costs $3,250,000
Non-Environmental Activities
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Asbestos, Lead based Paint and Mold Abatement $250,000
Demolition $500,000
Site Preparation (Sub-total) $3,160,000
Specialized Foundations $1,250,000
Clearing and Grubbing $150,000
Compaction and Sub-Base Preparation $10,000
Geotechnical Engineering $50,000
Relocation of Active Utilities $100,000
Surveying & Staking $100,000
Architectural/Engineering Costs Related to Eligible Activities $1,500,000
Public Infrastructure (Sub-total) $1,900,000
Solar Powered Docks (public) $500,000
Community Building/Clubhouse and Pool (Public) $1,400,000
Non-Environmental Local Only Eligible Costs $5,810,000
Contingency (15%) $871,500
Brownfield Plan/Act 381 Workplan Preparation $10,000
Interest (5%)* $2,462,900
Total EGLE and Non-Environmental Local Only Eligible Costs $12,404,400
*5% Interest capture begins after MSF Non-Environmental Costs are reimbursed
2.2 Summary of Eligible Activities
Eligible activities as defined by Act 381 and included in this amended BPA consist of the following:
Pre-Approved Activities: These activities are permitted to occur prior to amended BPA approval. Preparation of a
Phase I ESA, BEA and Documentation of Due Care Compliance were necessary to protect the new Property
owner/Developer from liability for environmental contamination. A Hazardous Materials Investigation was
conducted to evaluate potential asbestos, lead paint, and other hazardous materials, as required by regulatory
agencies prior to select building demolition activities. Due care assessment will be conducted to verify compliance
with applicable due care obligations. Pre-approved activities can be reimbursed from state school and local tax
increment revenues.
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Due Care Activities: Due care activities will include implementation of vapor intrusion mitigation systems, as
applicable, to prevent unacceptable exposures to potential indoor air inhalation concerns. Soil capping will be
completed to protect against direct contact concerns related to known contamination. Contaminated
soils/dredge materials which cannot be utilized on the Property will be hauled to an appropriate Type 2 landfill for
disposal. During construction activities, dewatering may be necessary. Contaminated groundwater will be
properly managed to comply with due care. Due care costs will include environmental oversight and
management.
Asbestos, Lead Paint, and Mold Abatement: Prior to select building demolition activities, asbestos, lead paint, and
mold were abated, as applicable, in accordance with applicable regulatory guidelines.
Demolition: Select building and Site demolition will be necessary to facilitate safe redevelopment and reuse of the
Property.
Site Preparation: Site preparation is expected to include specialized foundations due to unsuitable urban fill
material across the Site, clearing and grubbing in preparation for redevelopment, dredging, compaction and sub-
base preparation, cut and fill, excavation for unstable material, fill, geotechnical engineering, grading, land
balancing, relocation of active utilities, temporary erosion control, temporary facility, temporary site control,
surveying, staking, and appropriate associated professional engineering/architectural fees related to the eligible
activities. All the site preparation activities are necessary to support the redevelopment.
Public Infrastructure Improvements: Public Infrastructure improvements will be made by both the Developer and
City of Muskegon in the public right-of-way and publicly accessible land as outlined in the signed Cooperative Use
Agreement between the City of Muskegon and AP dated September 13, 2022. Public infrastructure activities,
including public parks (Linear Park, East Peninsula Park and the commuter bike path), public roadways (Adelaide
Avenue), West Western Avenue reconstruction, public/transient shopper and dockage and dock slips, new and
upgraded water main, sanitary sewer and storm sewer utilities, solar power infrastructure for the public shopper
and transient dockage and marina upgrades including the breakwater with public access path.
Amended BPA Preparation: This amended BPA was required for authorization of reimbursement to the
Developer and City, as applicable, from tax increment revenues under Public Act 381 of 1996, as amended.
Amended BPA Implementation: Tracking, submittal, review of invoices for reimbursement, plan compliance, and
data reporting will be conducted.
Contingency: A 15% contingency is included for those activities not already completed.
Interest: A 5% interest on unreimbursed eligible activities is included.
2.3 Estimate of Captured Taxable Value and Tax Increment Revenues
The base year of this amended BPA is 2021, as established in the approved BPA. The 2021 taxable value of the
eligible property was $903,810. After completion of the development (Phases one, two and three), the taxable
value is estimated at $42,875,000. This amended BPA assumes a 1.0% annual increase in the taxable value of the
Eligible Property. Initial capture is anticipated to begin in 2023.
The estimated captured taxable value for the redevelopment by year and in aggregate for each taxing jurisdiction
is depicted in tabular form (Table 1: Tax Increment Revenue Capture). Actual taxable values and tax increment
revenues may vary year to year based on economic and market conditions, tax incentives, building additions, and
property improvements, among other factors.
A summary of the estimated reimbursement schedule by year and in aggregate is presented as Table 2: Tax
Increment Revenue Reimbursement Allocation.
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Method of Financing and Description of Advances Made by the Municipality
The cost of the eligible activities included in this amended BPA will be paid for by the Developer and the City. The
Developer and City will seek reimbursement for eligible activity costs through capture of available local and state
(as applicable) school tax increment revenues as permitted by Act 381. Additionally, as necessary personal
property taxes may be utilized as well for reimbursement. Refer to Attachment D for a copy of the
Reimbursement Agreement.
2.4 Maximum Amount of Note or Bonded Indebtedness
The City of Muskegon may finance eligible public infrastructure improvements and other eligible activities, as
applicable, via municipal bonds with tax increment financing as the pay back mechanism subject to the terms
outlined in the Reimbursement/Development Agreement (Attachment D). The estimated total bond amount will
not exceed $10,500,000 with interest added at 5 %.
2.5 Duration of Brownfield Plan
Capture of tax increment revenues for the City reimbursement is anticipated to commence in 2023 and end in
2031. Developer reimbursement will follow with an estimated start date of 2023. The anticipated end date for
Developer reimbursement is 2046. It is projected that the amended BPA will extend 29 years, which assumes five
years of additional capture of tax increment revenues for deposit into a Local Brownfield Revolving Fund, if
available.
2.6 Estimated Impact of Tax Increment Financing on Revenues of Taxing
Jurisdiction
The estimated amount of tax increment revenues to be captured for this redevelopment from each taxing
jurisdiction by year and in aggregate is presented in Tables 1 and 2.
2.7 Legal Description, Property Map, Statement of Qualifying Characteristics and
Personal Property
• The legal description is as follows:
1204 W. Western Avenue
CITY OF MUSKEGON PART OF SECTION 25 T10N R17W PRT OF BLKS 578-580 DESC AS FOLS COM AT SE
COR LOT 4 BLK 577 TH S 88D 15M W ALG SLY LN SD BLK 577 EXTND (ALSO BEING NLY LN WESTERN AVE)
847.15 FT FOR POB TH N 01D 56M 50S W 256.10 FT TH N 31D 37M 35S E 47 FT TH N 55D 15M 15S E
89.20 FT TH N 35D 54M 50S W 127.65 FT TH N 02D 52M 10S W 553 FT TH S 55D 13 M W 243 FT TH N
34D 47M W 330 FT M/L TO SHORE OF MUSKEGON LAKE REFERRED TO AS PT B TH RECOM AT POB TH S
88D 15M W ALG NLY LN WESTERN AVE 18.65 FT TH SWLY ALG SD NLY LN WESTERN AVE ALG ARC OF A
430.61 FT RAD CURVE TO LT 158.33 FT (LC SD CURVE BEARS S 77D 43M 00S W 157.44 FT & CENTRAL ANG
SD CURVE IS 21D 04M 00) TO WLY LN NELY 200 FT OF SD BLK 580 TH N 35D 2M 10S W ALG SD WLY LN
SD NELY 200 FT DIST 850 FT M/L TO SHORE OF MUSKEGON LAKE REFERRED TO AS PT C TH NWLY SELY &
NELY ALG SHORE OF MUSKEGON LAKE 1300 FT M/L FROM SD PT C TO SD PT B EXC THAT PRT OF ABOVE
DESC PARCEL THAT LIES WITHIN THE CHESAPEAKE & OHIO RR ROW EXC THAT PART TAKEN BY THE CITY
OF MUSKEGON FOR THE LAKESHORE TRAIL BIKE PATH DESC AS THAT PART OF BLKS 578 & 580 DESC
AS COM @ SE COR LOT 4 BLK 577 TH S 88D 40M 42S W ALG N ROW LN WESTERN AVE 847.60 FT TH N
01D 31M 57S W 256.10 FT TH N 32D 02M 28S E 47 FT TH N 55D 40M 08S E 89.20 FT TH N 35D 29M 57S
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W 127.65 FT TH N 02D 27M 17S W 553 FT TH S 55D 37M 53S W 243 FT TH N 34D 22M 07S W 235.92 FT
TO POB TH S 50D 44M 04S W 329.75 FT TH S 20D 19M 09S W 96.30 FT TH S 23D 53M 54S E 405.55
FT TH N 34D 34M 00S W ALG NE LN LAKESHORE YACHT HARBOUR 86.43 FT TH N 23D 53M 54S W 327.11
FT TH N 20D 19M 09S E 107.14 FT TH N 50D 44M 04S E 335.70 FT TH S 33D 32M 57S E 16.08 FT TO
POB TAKEN FOR LAKESHORE TRAIL BIKE PATH ACROSS SD PROPERTY AND COM AT SE COR LOT 4 BLK
577 FOR POB TH N 1 DEG 41 MIN W 158.40 FT TH N 76 DEG 43 MIN W 103.55 FT TH NWLY ON THE ARC
OF A 492.47 FT RAD CURVE TO THE RT 110.31 FT (LONG CORD BEARS N 70D 18M W 110.07 FT CENTRAL
ANGLE IS 12D 50M 00S) TH N 63 DEG 53 MIN W 67 FT TH N 2 DEG 4 MIN W 33.8 FT TO RR R/W TH
CON'T N 2 DEG 4 MIN W 367.7 FT TH N 37 DEG W 730 FT TH N 48 DEG W 600 FT M/L TO MUSKEGON
LAKE TO A PT A RECOM AT POB TH S 88 DEG 15 MIN W 847.15 FT TH N 1 DEG 56 MIN 50 SEC W 256.1
FT TH N 31 DEG 37 MIN 35 SEC E 47 FT TH N 55 DEG 15 MIN 15 SEC E 89.2 FT TH N 35 DEG 54 MIN 50
SEC W 127.65 FT TH N 2 DEG 52 MIN 10 SEC W 553 FT TH S 55 DEG 13 MIN W 243 FT TH N 34 DEG 47
MIN W 330 FT M/L TO THE SHORE OF MUSKEGON LAKE TO A PT REFERRED TO AS PT B TH WLY ALG
SHORE LN 1500 FT M/L TO SD PT A EXC THAT PART LYING WITHIN C&O RR R/W RECORDED IN L 702 P
134 ALSO EXC COM AT SW COR LOT 4 BLK 574 FOR POB TH WLY ALG WESTERN AVE 20.5 FT TO SE COR
LOT 5 TH NLY TO SLY LN C&O RR R/W TH SELY ALG SLY LN OF SD R/W TO NW COR LOT 3 BLK 577 TH S
ALG W LN LOT 3 TO NE COR LOT 4 TH WLY ALG NLY LN LOT 4 40 FT TO NW COR SD LOT TH SLY ALG W LN
TO POB EXC THAT PART OF BLK 578 DESCRIBED AS COM AT THE SE COR OF LOT 4 BLK 577 TH S 88D
40M 42S W ALG N R-O-W LINE OF WESTERN AVE 847.60 FT TH N 01D 31M 57S W 256.10 FT TH N 32 D
02M 28S E 47 FT TH N 55D 40M 08S E 89.20 FT TH N 35D 29M 57S W 127.65 FT TH N 02D 27M 17S W
553 FT TH S 55D 37M 53S W 243 FT TH N 34D 22M 07S W 235.92 FT TO POB TH N 33D 32M 57S W
16.08FT TH N 62D 10M 01S E 211.19 FT TH S 87D 42M 46S E 126.81 FT TH N 71D 39M 34S E 169.45
FT TH S 53D 57M 29S E 104.89 FT TH S 36D 27M 44S E 604.13 FT TH S 01D 31M 44S E 16 FT TH S 38D
27M 16S W 8.34 FT TH N 36D 27M 44S W 610.01FT TH N 53D 57M 29S W 94.21 FT TH S 71D 39M 34S
W 164.14 FT TH N 87D 42M 46S W 125.42 FT TH S 62D 10M 01S W 205.29 FT TO POB
• The Property layout is depicted on Figure 2.
• The Property is considered an “eligible property” as defined by Act 381 because the Property is a facility
pursuant to Part 201. Facility verification is included in Attachment C.
• New personal property added to the Property is included as part of the Eligible Property to the extent it is
taxable.
2.8 Estimates of Residents and Displacement of Individuals/Families
No residents or families will be displaced because of the Project.
2.9 Plan for Relocation of Displaced Persons
Not applicable.
2.10 Provisions for Relocation Costs
Not applicable.
2.11 Strategy for Compliance with Michigan’s Relocation Assistance Law
Not applicable.
2.12 Other Material that the Authority or Governing Body Considers Pertinent
The Project will significantly improve the Muskegon Lake shoreline through revitalization of Property once used
for industrial purposes. Existing structures will be revitalized, and environmental exposure risks mitigated. A new
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marina with transient boat slips will provide local citizens and tourists with opportunities to access the vibrant
Muskegon downtown and other nearby recreational activities. Construction of new boat storage and residential
condominiums will expand Muskegon Lake access and increase long-term tax revenues for the City of Muskegon
and the State of Michigan. The Development will also create numerous job opportunities for the community.
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City of Muskegon
Brownfield Redevelopment Authority
Brownfield Plan Amendment for the
Adelaide Pointe Project at
1148 & 1204 West Western Avenue
Muskegon, Michigan
Approved by the City of Muskegon Brownfield Redevelopment Authority
Approved by the City of Muskegon Board of Commissioners
Prepared with the assistance of:
Fishbeck
1515 Arboretum Drive SE
Grand Rapids, Michigan 49546
616-464-3876
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Table of Contents Fishbeck | Page i
1.0 Introduction ...................................................................................................................................................1
1.1 Proposed Redevelopment and Future Use for the Eligible Property ................................................1
1.2 Eligible Property Information ............................................................................................................1
2.0 Information Required by Section 13(2) of the Statute ...................................................................................2
2.1 Description of Costs to Be Paid for With Tax Increment Revenues ..................................................2
2.2 Summary of Eligible Activities ...........................................................................................................4
2.3 Estimate of Captured Taxable Value and Tax Increment Revenues ..................................................5
2.4 Maximum Amount of Note or Bonded Indebtedness .......................................................................5
2.5 Duration of Brownfield Plan..............................................................................................................5
2.6 Estimated Impact of Tax Increment Financing on Revenues of Taxing Jurisdiction ..........................5
2.7 Legal Description, Property Map, Statement of Qualifying Characteristics and Personal Property..5
2.8 Estimates of Residents and Displacement of Individuals/Families....................................................5
2.9 Plan for Relocation of Displaced Persons..........................................................................................6
2.10 Provisions for Relocation Costs .........................................................................................................6
2.11 Strategy for Compliance with Michigan’s Relocation Assistance Law...............................................6
2.12 Other Material that the Authority or Governing Body Considers Pertinent .....................................6
List of Figures
Figure 1 – Location Map
Figure 2 – Site Layout Map
List of Tables
Table 1 – Tax Increment Revenue Capture
Table 2 – Tax Increment Revenue Reimbursement Allocation
List of Attachments
Attachment A Brownfield Plan Resolution(s)
Attachment B Conceptual Renderings
Attachment C Environmental Data Tables and Map
Attachment D Reimbursement Agreement
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1.0 Introduction
The City of Muskegon Brownfield Redevelopment Authority (the “Authority” or MBRA) was established by the City
of Muskegon pursuant to the Brownfield Redevelopment Financing Act, Michigan Public Act 381 of 1996, as
amended (“Act 381”). The primary purpose of Act 381 is to encourage the redevelopment of eligible property by
providing economic development incentives through tax increment financing for certain eligible properties.
This Brownfield Plan Amendment (“Plan Amendment”) serves as an amendment to the City of Muskegon’s
existing Brownfield Plan, allowing inclusion of the eligible property described in Sections 1.1 and 1.2 below.
Incorporation of eligible property into the City’s Brownfield Plan permits the use of tax increment financing to
reimburse Adelaide Pointe QOZB, LLC (“Developer”) for the cost of eligible activities required to redevelop the
eligible property. See Attachment A for copies of Plan Amendment resolutions.
1.1 Proposed Redevelopment and Future Use for the Eligible Property
The Developer is proposing to redevelop a former industrial site located at 1148 and 1204 West Western Avenue,
Muskegon, Michigan (the “Property”). Proposed redevelopment activities include: revitalizing existing site
structures for boat storage, busines offices, and lease space (approx. 218,000 sf); creation of a new 280 slip
marina and construction of a three-story, mixed-use building with ground level retail and office space, a second-
floor restaurant, and third floor deck area (approx. 7,500 sf); 50 boat condos (totaling approx. 250,000 gross sf);
and 250 - 300 residential condo units (averaging approx. 1,500 sf each) within a six building footprint (the
“Project”). The Project will create a walkable community that incorporates public access to waterfront activities
(e.g., swimming, fishing, boating), inviting greenspace areas, and transient docking. Sustainable development
techniques are proposed throughout the Project, including solar boardwalks and roof systems, electric vehicle
charging stations, low-impact development stormwater management, and integrated parking. Total private
investment, not including property acquisition, is approximately $250,000,000. The mixed-use waterfront
development will create approximately 100 new jobs (retail, office, restaurant, marina) and provide contractor
work for hundreds of temporary construction workers. Conceptual renderings are provided in Attachment B.
The structured five-phase development is summarized in the table below.
Development Phase Anticipated Start Date Desired Completion Date
Phase I – Revitalize existing buildings for boat storage Spring/Summer 2021 Summer/Fall 2021
Phase II – Creation of forklift in/out service Spring 2022 Spring/Summer 2022
Phase III – Construction of marina, mixed-use building Spring 2022 Fall 2022
Phase IV – Construction of 50 boat storage and Spring 2024 Fall 2027
warehouse
Phase V – Construction of residential condos Spring 2025 Fall 2030
1.2 Eligible Property Information
The 35-acre Property is located at the west end of West Western Avenue on the south shore of Muskegon Lake.
Since the late 1800s, the Property has been utilized for industrial purposes, primarily a lumberyard followed by
foundry operations. Based on a recent Phase II Environmental Site Assessment (ESA) completed in December
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2020, these past industrial uses have resulted in widespread contamination across the Property. Known
contaminants in the soil with concentrations exceeding Michigan Department of Environment, Great Lakes, and
Energy (EGLE) Part 201 Generic Residential Cleanup Criteria (GRCC) include tetrachloroethylene (PCE), arsenic,
cadmium, chromium (total), copper, and selenium. Groundwater contaminants with concentrations identified
above Part 201 GRCC consist of benzene, cadmium, chromium (total), copper, lead, mercury, and zinc.
The Developer is not a liable party and completed a Baseline Environmental Assessment (BEA) in accordance with
Part 201 of the Natural Resources and Environmental Protect Act, 1995 PA 451, as amended (NREPA).
Given the known contamination, the Property is a “facility” pursuant to Part 201 of NREPA. As such, it is
considered an “eligible property” as defined by the Michigan Redevelopment Financing Act, Act 381 of 1996.
Maps depicting the location and layout of the Property are attached as Figures 1 and 2. Environmental data
tables and map are provided in Attachment C.
2.0 Information Required by Section 13(2) of the Statute
2.1 Description of Costs to Be Paid for With Tax Increment Revenues
Act 381 provides pre-approval for certain activities that have been conducted at the Property. Additional activities
require BRA approval for reimbursement from local, school operating, and state education taxes. Tax increment
revenues will be used to reimburse the Developer and the City of Muskegon for the following eligible activities.
• Pre-approved BEA, documentation of due care, asbestos/lead paint survey, and additional due care
assessment
• Due care activities
• Asbestos, lead paint, and mold abatement
• Select building and site demolition
• Site preparation
• Infrastructure improvements (public)- Developer & City
• 15% contingency
• Brownfield Plan Amendment
• Brownfield Plan Amendment Implementation
• Interest
The table below provides an eligible activity cost summary for the Project.
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ELIGIBLE ACTIVITIES COST SUMMARY
EGLE Eligible Activities Estimated Cost
Department Specific Activities
$350,000
1. Pre-Approved Sub-Total
$52,000
a. BEA activities
$33,000
b. Documentation of due care
$20,000
c. Hazardous materials survey (e.g., asbestos, lead paint, etc.)
d. Due care assessment
$245,000
EGLE Eligible Activities Total Costs $350,000
Interest (5%) $15,354
EGLE Eligible Costs Sub-Total $365,354
Local Only Eligible Activities Estimated Cost
Department Specific Activities
2. Due Care Sub-Total $3,250,000
a. Vapor intrusion mitigation $500,000
b. Soil capping $1,500,000
c. Dewatering $250,000
d. Contaminated Soil/Dredge Materials Removal and Disposal $1,000,000
Local Only Department Specific Activities Total Costs $3,250,000
Non-Environmental Activities
3. Asbestos, lead paint, and mold abatement Sub-Total $1,250,000
4. Demolition (select interior and site grounds) Sub-Total $1,500,000
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5. Site preparation Sub-Total $5,545,000
a. Clearing and grubbing $300,000
b. Dredging $800,000
c. Compaction and sub-base preparation $350,000
d. Cut and fill $300,000
e. Excavation for unstable material $70,000
f. Fill $850,000
g. Geotechnical engineering $180,000
h. Grading/land balancing $1,250,000
i. Relocation of active utilities $350,000
j. Temporary erosion control $110,000
k. Temporary facility $165,000
l. Temporary site control $195,000
m. Surveying and staking $125,000
n. Architectural/engineering costs related to eligible activities $500,000
6. Infrastructure improvements (Public) $13,000,000
a. Marina basin (breakwater system/gangway/dockage) $10,000,000
b. Parks (Linear Park, East Peninsula Park, Commuter Bike $2,000,000
Path)
c. East Basin Launch Well $1,000,000
Local Only Non-Environmental Activities Total Costs $21,295,000
EGLE and Local Only Eligible Costs Sub-Total $24,910,354
Contingency (15%)* $3,681,750
Brownfield Plan Amendment Preparation $10,000
Brownfield Plan Amendment Implementation $10,000
Interest (5%) $25,554,653
Total EGLE and Local Only Eligible Costs $54,166,757
*Not applied to previously completed Department Specific Activities
ELIGIBLE ACTIVITIES COST SUMMARY- City of Muskegon Bond
Local Only Activities Total Costs
1. Public Infrastructure (sub-total) $10,000,000
a. Roadways (Adelaide Point Ave, East Circle Drive, West $6,840,000
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Circle Drive, Adelaide Point Drive, South Circle Drive)
b. West Western Reconfiguration $1,035,000
c. East Basin Launch Well $1,615,000
2. Site Preparation (sub-total)
a. Mass Grade Site $510,000
Local Only Non-Environmental Activities Total Costs $10,000,000
Interest (5%) $2,608,621
Total City of Muskegon Bond Eligible Costs $12,608,621
2.2 Summary of Eligible Activities
Eligible activities as defined by Act 381 and included in this Plan Amendment consist of the following:
Pre-Approved Activities: These activities are permitted to occur prior to Plan Amendment approval. Preparation
of a Phase I ESA, BEA and Documentation of Due Care Compliance are necessary to protect the new Property
owner/Developer from liability for environmental contamination. A Hazardous Materials Investigation was
conducted to evaluate potential asbestos, lead paint, and other materials, as required by regulatory agencies
prior to select building demolition activities. Due care assessment will be conducted to verify compliance with
applicable due care obligations. Pre-approved activities can be reimbursed from state school and local tax
increment revenues.
Due Care Activities: Due care activities will include implementation of vapor intrusion mitigation systems, as
applicable, to prevent unacceptable exposures to potential indoor air inhalation concerns. Soil capping will be
completed to protect against direct contact concerns related to known contamination. Contaminated
soils/dredge materials which cannot be utilized on the Site will be hauled to an appropriate Type 2 landfill for
disposal. During construction activities, dewatering may be necessary. Contaminated groundwater will be
properly managed to comply with due care. Due care costs will include environmental oversight and
management.
Asbestos, Lead Paint, and Mold Abatement: As applicable, and prior to select building demolition activities,
asbestos, lead paint, and mold must be abated in accordance with applicable regulatory guidelines.
Demolition: Select building and Site demolition will be necessary to facilitate safe redevelopment and reuse of the
Property.
Site Preparation: Site preparation is expected to include clearing and grubbing, dredging, compaction and sub-base
preparation, cut and fill, excavation for unstable material, fill, geotechnical engineering, grading, land balancing,
relocation of active utilities, temporary erosion control, temporary facility, temporary site control, surveying,
staking and associated professional fees.
Public Infrastructure Improvements: Infrastructure improvements will include marina launch and basin
enhancements, sidewalks, bike paths, boardwalks, fishing docks, roadways, curb and gutter, lighting, landscaping,
irrigation, low-impact design stormwater management, utilities, and other streetscape improvements. Costs will
include oversight, management, and associated professional fees.
Plan Amendment Preparation: This Plan Amendment was required for authorization of reimbursement to the
Developer from tax increment revenues under Public Act 381 of 1996, as amended.
Plan Amendment Implementation: Tracking, submittal, review of invoices for reimbursement, plan compliance,
and data reporting will be conducted.
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Contingency: A 15% contingency is included for those activities not already completed.
2.3 Estimate of Captured Taxable Value and Tax Increment Revenues
For the purposes of this Plan Amendment, the taxable value base year is 2021. The 2021 taxable value of the
eligible property is $903,810. After completion of the development, the taxable value is estimated at
$87,500,000. This Plan Amendment assumes a 1.0% annual increase in the taxable value of the eligible property.
Initial capture is anticipated to begin in 2022.
The estimated captured taxable value for the redevelopment by year and in aggregate for each taxing jurisdiction
is depicted in tabular form (Table 1: Tax Increment Revenue Capture). Actual taxable values and tax increment
revenues may vary year to year based on economic and market conditions, tax incentives, building additions, and
property improvements, among other factors.
A summary of the estimated reimbursement schedule by year and in aggregate is presented as Table 2: Tax
Increment Revenue Reimbursement Allocation.
Method of Financing and Description of Advances Made by the Municipality
The cost of the eligible activities included in this Plan Amendment will be paid for by the Developer and the City of
Muskegon. The Developer and City of Muskegon will seek reimbursement for eligible activity costs through
capture of available local and state (as applicable) tax increment revenues as permitted by Act 381. Additionally,
as necessary personal property taxes may be utilized as well for reimbursement. Refer to Attachment D for a copy
of the Reimbursement Agreement.
2.4 Maximum Amount of Note or Bonded Indebtedness
The City of Muskegon plans to utilize bond proceeds to pay for certain eligible site preparation and public
infrastructure costs incurred by the City, which will be repaid via tax increment revenues generated by
redevelopment of the Site, and subject to the Reimbursement/Development Agreement. Refer to the table in
Section 2.1 for additional information relative to the costs and breakdown of costs associated with the bond.
Refer to Table 2 for the reimbursement schedule.
2.5 Duration of Brownfield Plan
Capture of tax increment revenues for City reimbursement is anticipated to commence in 2023 and end in 2029.
Developer reimbursement will follow with an estimated start date of 2029. The anticipated end date for
Developer reimbursement is 2048. It is projected that the Plan Amendment will extend 30 years, which assumes
four years of additional capture of tax increment revenues for deposit into a Local Brownfield Revolving Fund, if
available.
2.6 Estimated Impact of Tax Increment Financing on Revenues of Taxing
Jurisdiction
The estimated amount of tax increment revenues to be captured for this redevelopment from each taxing
jurisdiction by year and in aggregate is presented in Tables 1 and 2.
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2.7 Legal Description, Property Map, Statement of Qualifying Characteristics and
Personal Property
• The legal description is as follows:
1148 W. Western Avenue
COM AT SE COR LOT 4 BLK 577 FOR POB TH N 1 DEG 41 MIN W 158.40 FT TH N 76 DEG 43 MIN W 103.55
FT TH NWLY ON THE ARC OF A 492.47 FT RAD CURVE TO THE RT 110.31 FT (LONG CORD BEARS N 70D
18M W 110.07 FT CENTRAL ANGLE IS 12D 50M 00S) TH N 63 DEG 53 MIN W 67 FT TH N 2 DEG 4 MIN W
33.8 FT TO RR R/W TH CON'T N 2 DEG 4 MIN W 367.7 FT TH N 37 DEG W 730 FT
1204 W. Western Avenue
PART OF SECTION 25 T10N R17W PRT OF BLKS 578-580DESC AS FOLS COM AT SE COR LOT 4 BLK 577
TH S 88D 15M W ALG SLY LN SD BLK 577 EXTND (ALSO BEING NLY LN WESTERN AVE) 847.15 FT FOR POB
TH N 01D 56M 50S W 256.10 FT TH N 31D 37M 35S E 47 FT TH N 55D 15M 15S E 89.20 FT TH N 35D 54M
50S W 127.65 FT TH N 02D 52M 10S W 553 FT TH S 55D 13 M W 243 FTCOM 375 FT N OF SW COR OF SW
¼ OF NW ¼, TH N TO A POINT745 FT S OF NW COR, TH E 225 FT, TH S TO A POINT DUE E OF POB; TH W
225 FT TO POB. SEC 16, T10N RSW. 1.03 AC M/L.
• The Property layout is depicted on Figure 2.
• The Property is considered an “eligible property” as defined by Act 381 because the Property is a facility
pursuant to Part 201. Facility verification is included in Attachment C.
• New personal property added to the Property is included as part of the Eligible Property to the extent it is
taxable.
2.8 Estimates of Residents and Displacement of Individuals/Families
No residents or families will be displaced because of the Project.
2.9 Plan for Relocation of Displaced Persons
Not applicable.
2.10 Provisions for Relocation Costs
Not applicable.
2.11 Strategy for Compliance with Michigan’s Relocation Assistance Law
Not applicable.
2.12 Other Material that the Authority or Governing Body Considers Pertinent
The Project will significantly improve the Muskegon Lake shoreline through revitalization of Property once used
for industrial purposes. Existing structures will be revitalized, and environmental exposure risks mitigated. A new
marina with transient boat slips will provide boaters with opportunities to access the vibrant Muskegon
downtown and other nearby recreational activities. Construction of new boat storage and residential
condominiums will expand Muskegon Lake access and increase long-term tax revenues for the City of Muskegon
and the State of Michigan. The Development will also create numerous job opportunities for the community.
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Attachment B
Conceptual Renderings
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Attachment C
Environmental Data Tables and Map
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Table 1 - Soil Data Summary
Baseline Environmental Assessment
Leestma Management, LLC, 1148 & 1204 West Western Ave., Muskegon, Muskegon County, MI
December 2020
Sample Location: SB-01 SB-01 SB-02 SB-03 SB-04 SB-05 SB-06 SB-07 FB-01
Statewide Finite VSIC Finite VSIC
Depth Interval (ft): (4-5) (4-5) (4-5) (3-4) (4-5) (2-3) (1-2) (2-3) Drinking Water Soil Volatilization to Infinite Particulate Direct Soil Saturation
Default GSIP for 5 Meter for 2 Meter
Investigative/Field Duplicate/QC: Investigative Duplicate Investigative Investigative Investigative Investigative Investigative Investigative QC Protection Indoor Air Inhalation Source Soil Inhalation Contact Concentration
Background Criteria (1) Source Source
Laboratory ID: 20L0979-01 20L0979-02 20L0979-03 20L0979-04 20L0979-05 20L0979-06 20L0979-07 20L0979-08 20L0979-09 Criteria (1) Criteria (1) VSIC (1) Criteria (1) Criteria (1) SL (1)
Levels (1) Thickness (1) Thickness (1)
Collection Date: 12/30/20 12/30/20 12/30/20 12/30/20 12/30/20 12/30/20 12/30/20 12/30/20 12/30/20
Volatile Organic Compounds CAS Number
Tetrachloroethene 127-18-4 170 150 58 U 57 U 50 U 50 U 61 U 50 U 50 U NA 100 1,200 (X) 11,000 1.70E+05 4.80E+05 1.10E+06 2.70E+09 2.00E+05 (C) 88,000
Polynuclear Aromatic Compounds CAS Number
Benzo(a)pyrene 50-32-8 330 U 330 U 350 330 UJ 330 U 330 U 330 UJ 430 -- NA NLL NLL NLV NLV NLV NLV 1.50E+06 2,000 NA
Benzo(b)fluoranthene 205-99-2 330 U 400 550 330 UJ 330 U 330 U 330 UJ 520 -- NA NLL NLL ID ID ID ID ID 20,000 NA
Metals, Total CAS Number
Arsenic (B) 7440-38-2 4,000 J 3,600 5,900 2,000 U 3,500 4,900 2,000 U 19,000 -- 5,800 4,600 4,600 NLV NLV NLV NLV 7.20E+05 7,600 NA
Barium (B) 7440-39-3 15,000 18,000 10,000 15,000 23,000 16,000 11,000 100,000 -- 75,000 1.30E+06 4.40E+05 (G) NLV NLV NLV NLV 3.30E+08 3.70E+07 NA
Cadmium (B) 7440-43-9 1,700 1,600 8,100 2,400 3,600 4,900 720 13,000 -- 1,200 6,000 3,600 (G,X) NLV NLV NLV NLV 1.70E+06 5.50E+05 NA
Chromium, Total (B, H) 7440-47-3 6,700 5,900 24,000 27,000 30,000 49,000 14,000 190,000 -- 18,000 (total) 30,000 3,300 NLV NLV NLV NLV 2.60E+05 2.50E+06 NA
Copper (B) 7440-50-8 38,000 J 20,000 34,000 34,000 53,000 76,000 12,000 430,000 -- 32,000 5.80E+06 75,000 (G) NLV NLV NLV NLV 1.30E+08 2.00E+07 NA
Lead (B) 7439-92-1 22,000 20,000 34,000 27,000 19,000 20,000 12,000 66,000 -- 21,000 7.00E+05 5.10E+06 (G,X) NLV NLV NLV NLV 1.00E+08 4.00E+05 NA
Mercury (Total) (B) 7439-97-6 50 U 50 U 50 U 57 50 U 64 50 U 50 U -- 130 1,700 50 (M); 1.2 48,000 52,000 52,000 52,000 2.00E+07 1.60E+05 NA
Selenium (B) 7782-49-2 1,400 1,400 1,000 1,100 600 770 960 560 -- 410 4,000 400 NLV NLV NLV NLV 1.30E+08 2.60E+06 NA
Silver (B) 7440-22-4 490 U 470 U 490 U 490 U 490 U 460 U 470 U 430 U -- 1,000 4,500 100 (M); 27 NLV NLV NLV NLV 6.70E+06 2.50E+06 NA
Zinc (B) 7440-66-6 15,000 14,000 23,000 47,000 40,000 62,000 33,000 74,000 -- 47,000 2.40E+06 1.70E+05 (G) NLV NLV NLV NLV ID 1.70E+08 NA
Solids, Total (%) -- 90 91 88 89 89 90 87 92 -- -- -- -- -- -- -- -- -- -- --
Results expressed in µg/Kg dry weight (except for FB-01, which is µg/Kg wet weight).
Bolded values exceed Statewide Default Background Level and an applicable criterion or screening level.
Italicized values are below Statewide Default Background Level but exceed an applicable criterion or screening level.
Underlined parameters are classified as Polynuclear Aromatic Compounds.
Data Qualifiers:
J Estimated value
U Not detected
Footnotes/Abbreviations:
(1)
Part 201 Residential Soil Generic Cleanup Criteria and Screening Levels/Part 213 Risk-based Screening Levels, December 30, 2013 (GSI Criteria Updated June 25, 2018).
(2)
EGLE Volatilization to Indoor Air Pathway Screening Levels, September 4, 2020.
(B) Background, as defined in R 299.5701(b), may be substituted if higher than the calculated criterion.
(C) Value is screening level based on the chemical-specific generic soil saturation concentration (Csat).
(G) Criterion dependent on receiving surface water (SW) hardness; calculated criteria based on water hardness of 150 mg/L.
(H) Data provided for total chromium only; evaluated against hexavalent chromium criteria.
(J) Hazardous substance may be present in several isomer forms. Isomer-specific concentrations must be added together for comparison to criteria.
(JT) Hazardous substance may be present in several isomer forms. The VIAP SL may be used for the individual isomer provided that it is the sole isomer detected; however, when multiple isomers are detected in a medium, the isomer-specific concentrations must be added together and compared to the most restrictive VIAP SL of the detected isomers.
(M) Calculated criterion is below the target detection limit (TDL); first number is the criterion (TDL), the second is the risk-based value.
(M*) The VIAP SL may be below TDL. In accordance with Sec. 20120a(10) when the TDL for a hazardous substance is greater than the developed VIAP SL, the TDL is used to evaluate the risk posed from the pathway.
(W) Concentrations of trihalomethanes must be added together to determine compliance with criterion.
(X) Criterion is not protective for SW used as a drinking water (DW) source.
(DD) Hazardous substance causes developmental effects. Residential VIAP SLs are protective of both prenatal exposure using a pregnant female receptor and postnatal exposure using a child receptor. Prenatal developmental effects may occur after an acute (i.e. short- term) or full-term exposure.
(EE) The acceptable air concentration (AAC) for the volatile hazardous substances is not derived using standard equations. The hazardous substance may cause adverse human health effects for less than chronic exposures (i.e. short-term or acute). The AAC for these hazardous substances is the acute or intermediate minimum risk level (MRL) developed by the Agency for Toxic Substances and Disease
Registry (ATSDR), a USEPA Integrated Risk Information System (IRIS) acute reference concentration, or an acute initial threshold screening level (ITSL) by the EGLE’s Air Quality Division.
(MM) Hazardous substance is a carcinogen with a mutagenic mode of action. The cancer potency values used in calculating VIAP SLs are modified using age-dependent adjustment factors for those carcinogenic chemicals identified as mutagenic.
DATA Insufficient physical chemical parameters to calculate a VIAP SL for specified media. If detections are present in specified media, health-based soil vapor value should be used to evaluate risk.
GSIP groundwater surface water interface protection
ID Insufficient data to develop criterion.
NA not available
NLL Not likely to leach under most soil conditions.
NLV Not likely to volatilize under most conditions.
SL screening level
VIAP volatilization to indoor air pathway
VSIC volatile soil inhalation criteria
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Table 2 - Groundwater Data Summary
Baseline Environmental Assessment
Leestma Management, LLC, 1148 & 1204 West Western Ave., Muskegon, Muskegon County, MI
December 2020
Monitoring Location: TW-01 TW-02 TW-03 TW-03 TB-01
Residential Flammability
Field Duplicate: Duplicate Residential GSI Water
(1) (1) Groundwater (1) and Explosivity
Laboratory ID: 20L0979-10 20L0979-11 20L0979-12 20L0979-14 20L0979-15 DWC Criteria (1) Solubility (1)
VIAIC SL
Collection Date: 12/30/20 12/30/20 12/30/20 12/30/20 12/30/20
Volatile Organic Compounds CAS Number
Benzene 71-43-2 1U 1U 9.7 9.9 1U 5.0 200 (X) 5,600 1.75E+06 68,000
Polychlorinated Biphenyls CAS Number
Total PCBs (J) 1336-36-3 0.2 U 0.2 U 0.2 UJ 0.2 UJ -- 0.50 0.20 (M); 2.60E-05 45 (S) 44.7 ID
Metals, Total CAS Number
Arsenic (B) 7440-38-2 5U 5U 7.7 7.9 -- 10 10 NLV NA ID
Barium (B) 7440-39-3 100 U 100 U 220 240 -- 2,000 670 (G) NLV NA ID
Cadmium (B) 7440-43-9 1U 1U 7.2 7.3 -- 5.0 3.0 (G,X) NLV NA ID
Chromium, Total (B, H) 7440-47-3 10 U 10 U 33 34 -- 100 11 NLV NA ID
Copper (B) 7440-50-8 5U 5U 150 150 -- 1,000 (E) 13 (G) NLV NA ID
Lead (B) 7439-92-1 3U 3U 180 180 -- 4.0 (L) 34 (G,X) NLV NA ID
Mercury (B) 7439-97-6 0.2 U 0.2 U 0.65 0.61 -- 2.0 0.0013 56 (S) 56 ID
Selenium (B) 7782-49-2 5U 5U 5U 5U -- 50 5.0 NLV NA ID
Silver (B) 7440-22-4 1U 1U 1U 1U -- 34 0.20 (M); 0.060 NLV NA ID
Zinc (B) 7440-66-6 50 U 50 U 190 190 -- 2,400 170 (G) NLV NA ID
Results expressed in µg/L.
Bolded values exceed an applicable criterion and/or screening level.
Underlined compounds classified as polynuclear aromatic compounds.
Data Qualifiers:
J Estimated value
U Not detected above the given limit
Footnotes/Abbreviations:
(1)
Part 201 Groundwater Generic Cleanup Criteria/Part 213 Tier 1 Risk-based Screening Levels, January 10, 2018 (GSI Criteria Updated June 25, 2018).
(2)
EGLE Volatilization to Indoor Air Pathway Screening Levels, September 4, 2020.
(B) Background, as defined in R 299.5701(b), may be substituted if higher than the calculated criterion.
(E) Aesthetic drinking water (DW) value. Notice of aesthetic impact may be employed as an institutional control if concentration exceeds the aesthetic DWC but not the health-based DW value.
(G) Criterion dependent on receiving surface water (SW) hardness; calculated criteria based on water hardness of 150 mg/L.
(H) Data provided for total Chromium only; compare to hexavalent Chromium criteria.
(J) Substance present in several isomer forms; isomer concentrations must be added together for comparison to criteria.
(JT) Substance present in several isomer forms. The VIAP SL may be used for the individual isomer provided that it is sole isomer detected; however, when multiple isomers are detected in a medium,
(L) Concentrations up to the State action level of 15 µg/L may still allow for DW use if soil concentrations are below 400 mg/Kg.
(M) Calculated criterion is below the target detection limit (TDL); first number is the criterion (TDL), the second is the risk-based value.
(M*) The VIAP SL may be below target detection limits (TDL). In accordance with Sec. 20120a(10) when the TDL for a hazardous substance is greater than the developed VIAP SL, the TDL is used to
(S) Criterion defaults to the hazardous substance-specific water solubility limit.
(W) Concentrations of trihalomethanes must be added together to determine compliance with the DWC.
(X) Criterion is not protective for SW used as a DW source.
(AA) Use 10,000 µg/L where GW enters a structure through the use of a water well, sump or other device. Use 28,000 µg/L for all other uses.
(CC) Insufficient chemical-physical input parameters have been identified to allow the development of a VIAP SL using standard equations. The VIAP SL for GW is developed based solely on the approach that the department uses for shallow GW. If GW detections
are present, soil vapor may be the most appropriate media to evaluate risk.
(DD) Hazardous substance causes developmental effects. Residential VIAP SLs are protective of both prenatal exposure using a pregnant female receptor and postnatal exposure using a child receptor. Prenatal developmental effects may occur after an acute (i.e. short- term) or full-term exposure.
(EE*) The acceptable air concentration (AAC) for the volatile hazardous substance is not derived using standard equations. The hazardous substance may cause adverse human health effects for less than chronic exposures (i.e. short-term or acute). The AAC for this
hazardous substance is the acute or intermediate minimum risk level (MRL) developed by the Agency for Toxic Substances and Disease Registry (ATSDR), a USEPA Integrated Risk Information System (IRIS) acute reference concentration, or an acute initial
(FF*) The AAC for the volatile hazardous substances are based on toxicity values that have been identified to have the potential to cause adverse human health effects for less than chronic exposures (i.e. short-term or acute). The short-term exposure for shallow
groundwater VIAP SLs are based on modification of the standard equations by the department to develop applicable shallow groundwater VIAP SLs.
(MM) Hazardous substance is a carcinogen with a mutagenic mode of action. The cancer potency values used in calculating VIAP SLs are modified using age-dependent adjustment factors for those carcinogenic chemicals identified as mutagenic.
DWC drinking water criterion
GSI groundwater surface water interface
ID Insufficient data to develop criterion.
NA not available
NLV Not likely to volatilize under most conditions.
SL screening level
TX The Remediation and Redevelopment Division Toxicology Unit has not identified an inhalation toxicity value for the hazardous substance at the date of publication of these values.
VIAIC volatilization to indoor air inhalation criteria
VIAP volatilization to indoor air pathway
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Table 1 - Soil Data Summary
Direct Contact Evaluation
1148 & 1204 West Western Ave., Muskegon, Muskegon County, Michigan
August 2021
Sample Location: Soil Residential Nonresidential AP-SS-1 AP-SS-2 AP-SS-3 AP-SS-4 AP-SS-5 AP-SS-6 AP-SS-7
GSIP
Laboratory ID: SDBL (1) Csat DWP SVIAI Inf. Source Finite VSIC - Finite VSIC - PSI DC Soil DWP Inf. Source Finite VSIC - Finite VSIC - PSI DC Soil 21H0909-01 21H0909-02 21H0909-03 21H0909-04 21H0909-05 21H0909-06 21H0909-07
Criteria (1) SVIAI Criteria (1)
Collection Date: SL (1) Criteria (1) Criteria (1) VSIC (1) 5 MST (1)
2 MST (1) Criteria (1) Criteria (1) VIAP SL (2) Criteria (1) VSIC (1) 5 MST (1) 2 MST (1) Criteria (1) Criteria (1) VIAP SL (2) 08/20/21 08/20/21 08/20/21 08/20/21 08/20/21 08/20/21 08/20/21
Polynuclear Aromatic Compounds CAS Number
2-Methylnaphthalene 91-57-6 NA 4,200 NA 57,000 2.70E+06 1.50E+06 1.50E+06 1.50E+06 6.70E+08 8.10E+06 1,700 1.70E+05 4.90E+06 1.80E+06 1.80E+06 1.80E+06 2.90E+08 2.60E+07 30,000 330 UJ 330 UJ 330 U 330 U 330 U 330 U 440 UJ
Acenaphthene 83-32-9 NA 8,700 NA 3.00E+05 1.90E+08 8.10E+07 8.10E+07 8.10E+07 1.40E+10 4.10E+07 2.00E+05 8.80E+05 3.50E+08 9.70E+07 9.70E+07 9.70E+07 6.20E+09 1.30E+08 3.60E+06 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ
Acenaphthylene 208-96-8 NA ID NA 5,900 1.60E+06 2.20E+06 2.20E+06 2.20E+06 2.30E+09 1.60E+06 DATA 17,000 3.00E+06 2.70E+06 2.70E+06 2.70E+06 1.00E+09 5.20E+06 DATA 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ
Anthracene 120-12-7 NA ID NA 41,000 1.00E+09 1.40E+09 1.40E+09 1.40E+09 6.70E+10 2.30E+08 1.30E+07 41,000 1.00E+09 1.60E+09 1.60E+09 1.60E+09 2.90E+10 7.30E+08 2.20E+08 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ
Benzo(a)anthracene 56-55-3 NA NLL NA NLL NLV NLV NLV NLV ID 20,000 1.60E+05 (MM) NLL NLV NLV NLV NLV ID 80,000 1.10E+07 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ
Benzo(a)pyrene 50-32-8 NA NLL NA NLL NLV NLV NLV NLV 1.50E+06 2,000 NA NLL NLV NLV NLV NLV 1.90E+06 8,000 NA 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ
Benzo(b)fluoranthene 205-99-2 NA NLL NA NLL ID ID ID ID ID 20,000 NA NLL ID ID ID ID ID 80,000 NA 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ
Benzo(g,h,i)perylene 191-24-2 NA NLL NA NLL NLV NLV NLV NLV 8.00E+08 2.50E+06 NA NLL NLV NLV NLV NLV 3.50E+08 7.00E+06 NA 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ
Benzo(k)fluoranthene 207-08-9 NA NLL NA NLL NLV NLV NLV NLV ID 2.00E+05 NA NLL NLV NLV NLV NLV ID 8.00E+05 NA 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ
Chrysene 218-01-9 NA NLL NA NLL ID ID ID ID ID 2.00E+06 NA NLL ID ID ID ID ID 8.00E+06 NA 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ
Dibenzo(a,h)anthracene 53-70-3 NA NLL NA NLL NLV NLV NLV NLV ID 2,000 NA NLL NLV NLV NLV NLV ID 8,000 NA 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ
Fluoranthene 206-44-0 NA 5,500 NA 7.30E+05 1.00E+09 7.40E+08 7.40E+08 7.40E+08 9.30E+09 4.60E+07 NA 7.30E+05 1.00E+09 8.90E+08 8.80E+08 8.80E+08 4.10E+09 1.30E+08 NA 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ
Fluorene 86-73-7 NA 5,300 NA 3.90E+05 5.80E+08 1.30E+08 1.30E+08 1.30E+08 9.30E+09 2.70E+07 4.70E+05 8.90E+05 1.00E+09 1.50E+08 1.50E+08 1.50E+08 4.10E+09 8.70E+07 8.30E+06 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ
Indeno(1,2,3-cd)pyrene 193-39-5 NA NLL NA NLL NLV NLV NLV NLV ID 20,000 NA NLL NLV NLV NLV NLV ID 80,000 NA 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ
Naphthalene 91-20-3 NA 730 NA 35,000 2.50E+05 3.00E+05 3.00E+05 3.00E+05 2.00E+08 1.60E+07 67 (M*) 1.00E+05 4.70E+05 3.50E+05 3.50E+05 3.50E+05 8.80E+07 5.20E+07 1,900 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ
Phenanthrene 85-01-8 NA 2,100 NA 56,000 2.80E+06 1.60E+05 1.60E+05 1.60E+05 6.70E+06 1.60E+06 1,700 1.60E+05 5.10E+06 1.90E+05 1.90E+05 1.90E+05 2.90E+06 5.20E+06 29,000 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ
Pyrene 129-00-0 NA ID NA 4.80E+05 1.00E+09 6.50E+08 6.50E+08 6.50E+08 6.70E+09 2.90E+07 2.50E+07 4.80E+05 1.00E+09 7.80E+08 7.80E+08 7.80E+08 2.90E+09 8.40E+07 4.40E+08 330 UJ 330 UJ 330 U 330 U 330 U 330 U 330 UJ
Metals, Total CAS Number
Arsenic (B) 7440-38-2 5,800 4,600 NA 4,600 NLV NLV NLV NLV 7.20E+05 7,600 NA 4,600 NLV NLV NLV NLV 9.10E+05 37,000 NA 5,500 J 2,000 U 2,000 U 2,000 U 12,000 5,100 2,000 U
Barium (B) 7440-39-3 75,000 4.40E+05 (G) NA 1.30E+06 NLV NLV NLV NLV 3.30E+08 3.70E+07 NA 1.30E+06 NLV NLV NLV NLV 1.50E+08 1.30E+08 NA 14,000 15,000 11,000 15,000 16,000 22,000 8,200
Cadmium (B) 7440-43-9 1,200 3,600 (G,X) NA 6,000 NLV NLV NLV NLV 1.70E+06 5.50E+05 NA 6,000 NLV NLV NLV NLV 2.20E+06 2.10E+06 NA 200 U 200 U 470 250 360 1,700 200 U
Chromium, Total (B, H) 7440-47-3 18,000 (total) 3,300 NA 30,000 NLV NLV NLV NLV 2.60E+05 2.50E+06 NA 30,000 NLV NLV NLV NLV 2.40E+05 9.20E+06 NA 27,000 6,800 39,000 19,000 570,000 62,000 13,000
Copper (B) 7440-50-8 32,000 75,000 (G) NA 5.80E+06 NLV NLV NLV NLV 1.30E+08 2.00E+07 NA 5.80E+06 NLV NLV NLV NLV 5.90E+07 7.30E+07 NA 56,000 J 10,000 31,000 15,000 400,000 98,000 15,000
Lead (B) 7439-92-1 21,000 5.10E+06 (G,X) NA 7.00E+05 NLV NLV NLV NLV 1.00E+08 4.00E+05 NA 7.00E+05 NLV NLV NLV NLV 4.40E+07 9.00E+05 NA 10,000 5,700 20,000 14,000 39,000 32,000 12,000
Mercury (Total) (B) 7439-97-6 130 50 (M); 1.2 NA 1,700 48,000 52,000 52,000 52,000 2.00E+07 1.60E+05 22 (M*) 1,700 89,000 62,000 62,000 62,000 8.80E+06 5.80E+05 390 (M*) 50 U 50 U 50 U 50 U 50 U 50 U 50 U
Selenium (B) 7782-49-2 410 400 NA 4,000 NLV NLV NLV NLV 1.30E+08 2.60E+06 NA 4,000 NLV NLV NLV NLV 5.90E+07 9.60E+06 NA 640 630 2,600 670 10,000 3,600 730
Silver (B) 7440-22-4 1,000 100 (M); 27 NA 4,500 NLV NLV NLV NLV 6.70E+06 2.50E+06 NA 13,000 NLV NLV NLV NLV 2.90E+06 9.00E+06 NA 460 U 460 U 480 U 520 U 390 U 470 U 430 U
Zinc (B) 7440-66-6 47,000 1.70E+05 (G) NA 2.40E+06 NLV NLV NLV NLV ID 1.70E+08 NA 5.00E+06 NLV NLV NLV NLV ID 6.30E+08 NA 20,000 14,000 99,000 50,000 94,000 140,000 26,000
Solids, Total (%) -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- 93 91 95 95 97 91 95
Results expressed in µg/Kg dry weight.
Bolded values exceed an applicable criterion.
Italicized values are below Statewide Default Background Level but exceed an applicable criterion or screening level.
Data Qualifiers:
J Estimated value
U Not detected
Footnotes/Abbreviations:
(1)
Part 201 Soil Generic Cleanup Criteria and Screening Levels/Part 213 Risk-based Screening Levels, December 30, 2013 (GSI Criteria Updated June 25, 2018).
(2)
EGLE Volatilization to Indoor Air Pathway Screening Levels, September 4, 2020.
(B) Background, as defined in R 299.5701(b), may be substituted if higher than the calculated criterion.
(G) Criterion dependent on receiving surface water hardness; calculated criteria based on water hardness of 150 mg/L.
(H) Data provided for total chromium only; evaluated against hexavalent Chromium criteria.
(M) Calculated criterion is below the target detection limit (TDL); first number is the criterion (TDL), the second is the risk-based value.
(M*) The VIAP SL may be below TDL. In accordance with Sec. 20120a(10) when the TDL for a hazardous substance is greater than the developed VIAP SL, the TDL is used to evaluate the risk posed from the pathway.
(X) Criterion is not protective for surface water used as a drinking water source.
(MM) Hazardous substance is a carcinogen with a mutagenic mode of action. The cancer potency values used in calculating VIAP SLs are modified using age-dependent adjustment factors for those carcinogenic chemicals identified as mutagenic.
Csat saturation concentration
DC direct contact
DWP drinking water protection
GSIP groundwater surface water interface protection
ID Insufficient data to develop criterion.
MST meter source thickness
NA not available
NLL Not likely to leach under most soil conditions.
NLV Not likely to volatilize under most conditions.
PSI particulate soil inhalation
SDBL statewide default background levels
SL screening level
SVIAI soil volatilization to indoor air inhalation
VIAP volatilization to indoor air pathway
VSIC volatile soil inhalation criteria
Packet Page 197
Table 1 - Soil Data Summary
Direct Contact Evaluation
1148 & 1204 West Western Ave., Muskegon, Muskegon County, Michigan
August 2021
Sample Location: Soil Residential Nonresidential AP-SS-8 AP-SS-9 AP-SS-10 AP-SS-11 AP-SS-12 AP-SS-13
GSIP
Laboratory ID: SDBL (1) Csat DWP SVIAI Inf. Source Finite VSIC - Finite VSIC - PSI DC Soil DWP Inf. Source Finite VSIC - Finite VSIC - PSI DC Soil 21H0909-08 21H0909-09 21H0909-10 21H0909-11 21H0909-12 21H0909-13
Criteria (1) SVIAI Criteria (1)
Collection Date: SL (1) Criteria (1) Criteria (1) VSIC (1) 5 MST (1)
2 MST (1) Criteria (1) Criteria (1) VIAP SL (2) Criteria (1) VSIC (1) 5 MST (1) 2 MST (1) Criteria (1) Criteria (1) VIAP SL (2) 08/20/21 08/20/21 08/20/21 08/20/21 08/20/21 08/20/21
Polynuclear Aromatic Compounds CAS Number
2-Methylnaphthalene 91-57-6 NA 4,200 NA 57,000 2.70E+06 1.50E+06 1.50E+06 1.50E+06 6.70E+08 8.10E+06 1,700 1.70E+05 4.90E+06 1.80E+06 1.80E+06 1.80E+06 2.90E+08 2.60E+07 30,000 430 U 330 U 430 U 430 UJ 330 UJ 330 U
Acenaphthene 83-32-9 NA 8,700 NA 3.00E+05 1.90E+08 8.10E+07 8.10E+07 8.10E+07 1.40E+10 4.10E+07 2.00E+05 8.80E+05 3.50E+08 9.70E+07 9.70E+07 9.70E+07 6.20E+09 1.30E+08 3.60E+06 330 U 330 U 330 U 330 UJ 330 UJ 330 U
Acenaphthylene 208-96-8 NA ID NA 5,900 1.60E+06 2.20E+06 2.20E+06 2.20E+06 2.30E+09 1.60E+06 DATA 17,000 3.00E+06 2.70E+06 2.70E+06 2.70E+06 1.00E+09 5.20E+06 DATA 330 U 330 U 330 U 330 UJ 330 UJ 330 U
Anthracene 120-12-7 NA ID NA 41,000 1.00E+09 1.40E+09 1.40E+09 1.40E+09 6.70E+10 2.30E+08 1.30E+07 41,000 1.00E+09 1.60E+09 1.60E+09 1.60E+09 2.90E+10 7.30E+08 2.20E+08 330 U 330 U 330 U 330 UJ 330 UJ 330 U
Benzo(a)anthracene 56-55-3 NA NLL NA NLL NLV NLV NLV NLV ID 20,000 1.60E+05 (MM) NLL NLV NLV NLV NLV ID 80,000 1.10E+07 330 U 330 U 330 U 330 UJ 330 UJ 330 U
Benzo(a)pyrene 50-32-8 NA NLL NA NLL NLV NLV NLV NLV 1.50E+06 2,000 NA NLL NLV NLV NLV NLV 1.90E+06 8,000 NA 330 U 330 U 330 U 330 UJ 330 UJ 330 U
Benzo(b)fluoranthene 205-99-2 NA NLL NA NLL ID ID ID ID ID 20,000 NA NLL ID ID ID ID ID 80,000 NA 330 U 330 U 330 U 330 UJ 330 UJ 330 U
Benzo(g,h,i)perylene 191-24-2 NA NLL NA NLL NLV NLV NLV NLV 8.00E+08 2.50E+06 NA NLL NLV NLV NLV NLV 3.50E+08 7.00E+06 NA 330 U 330 U 330 U 330 UJ 330 UJ 330 U
Benzo(k)fluoranthene 207-08-9 NA NLL NA NLL NLV NLV NLV NLV ID 2.00E+05 NA NLL NLV NLV NLV NLV ID 8.00E+05 NA 330 U 330 U 330 U 330 UJ 330 UJ 330 U
Chrysene 218-01-9 NA NLL NA NLL ID ID ID ID ID 2.00E+06 NA NLL ID ID ID ID ID 8.00E+06 NA 330 U 330 U 330 U 330 UJ 330 UJ 330 U
Dibenzo(a,h)anthracene 53-70-3 NA NLL NA NLL NLV NLV NLV NLV ID 2,000 NA NLL NLV NLV NLV NLV ID 8,000 NA 330 U 330 U 330 U 330 UJ 330 UJ 330 U
Fluoranthene 206-44-0 NA 5,500 NA 7.30E+05 1.00E+09 7.40E+08 7.40E+08 7.40E+08 9.30E+09 4.60E+07 NA 7.30E+05 1.00E+09 8.90E+08 8.80E+08 8.80E+08 4.10E+09 1.30E+08 NA 330 U 330 U 330 U 330 UJ 330 UJ 330 U
Fluorene 86-73-7 NA 5,300 NA 3.90E+05 5.80E+08 1.30E+08 1.30E+08 1.30E+08 9.30E+09 2.70E+07 4.70E+05 8.90E+05 1.00E+09 1.50E+08 1.50E+08 1.50E+08 4.10E+09 8.70E+07 8.30E+06 330 U 330 U 330 U 330 UJ 330 UJ 330 U
Indeno(1,2,3-cd)pyrene 193-39-5 NA NLL NA NLL NLV NLV NLV NLV ID 20,000 NA NLL NLV NLV NLV NLV ID 80,000 NA 330 U 330 U 330 U 330 UJ 330 UJ 330 U
Naphthalene 91-20-3 NA 730 NA 35,000 2.50E+05 3.00E+05 3.00E+05 3.00E+05 2.00E+08 1.60E+07 67 (M*) 1.00E+05 4.70E+05 3.50E+05 3.50E+05 3.50E+05 8.80E+07 5.20E+07 1,900 330 U 330 U 330 U 330 UJ 330 UJ 330 U
Phenanthrene 85-01-8 NA 2,100 NA 56,000 2.80E+06 1.60E+05 1.60E+05 1.60E+05 6.70E+06 1.60E+06 1,700 1.60E+05 5.10E+06 1.90E+05 1.90E+05 1.90E+05 2.90E+06 5.20E+06 29,000 330 U 330 U 330 U 330 UJ 330 UJ 330 U
Pyrene 129-00-0 NA ID NA 4.80E+05 1.00E+09 6.50E+08 6.50E+08 6.50E+08 6.70E+09 2.90E+07 2.50E+07 4.80E+05 1.00E+09 7.80E+08 7.80E+08 7.80E+08 2.90E+09 8.40E+07 4.40E+08 330 U 330 U 330 U 330 UJ 330 UJ 330 U
Metals, Total CAS Number
Arsenic (B) 7440-38-2 5,800 4,600 NA 4,600 NLV NLV NLV NLV 7.20E+05 7,600 NA 4,600 NLV NLV NLV NLV 9.10E+05 37,000 NA 2,900 2,000 U 2,000 U 2,200 2,400 13,000
Barium (B) 7440-39-3 75,000 4.40E+05 (G) NA 1.30E+06 NLV NLV NLV NLV 3.30E+08 3.70E+07 NA 1.30E+06 NLV NLV NLV NLV 1.50E+08 1.30E+08 NA 17,000 4,300 7,500 9,400 10,000 16,000
Cadmium (B) 7440-43-9 1,200 3,600 (G,X) NA 6,000 NLV NLV NLV NLV 1.70E+06 5.50E+05 NA 6,000 NLV NLV NLV NLV 2.20E+06 2.10E+06 NA 400 200 U 200 U 570 240 5,200
Chromium, Total (B, H) 7440-47-3 18,000 (total) 3,300 NA 30,000 NLV NLV NLV NLV 2.60E+05 2.50E+06 NA 30,000 NLV NLV NLV NLV 2.40E+05 9.20E+06 NA 62,000 11,000 28,000 76,000 100,000 1,600,000
Copper (B) 7440-50-8 32,000 75,000 (G) NA 5.80E+06 NLV NLV NLV NLV 1.30E+08 2.00E+07 NA 5.80E+06 NLV NLV NLV NLV 5.90E+07 7.30E+07 NA 48,000 12,000 68,000 38,000 59,000 380,000
Lead (B) 7439-92-1 21,000 5.10E+06 (G,X) NA 7.00E+05 NLV NLV NLV NLV 1.00E+08 4.00E+05 NA 7.00E+05 NLV NLV NLV NLV 4.40E+07 9.00E+05 NA 25,000 4,200 8,300 16,000 18,000 240,000
Mercury (Total) (B) 7439-97-6 130 50 (M); 1.2 NA 1,700 48,000 52,000 52,000 52,000 2.00E+07 1.60E+05 22 (M*) 1,700 89,000 62,000 62,000 62,000 8.80E+06 5.80E+05 390 (M*) 50 U 50 U 50 U 50 U 50 U 140
Selenium (B) 7782-49-2 410 400 NA 4,000 NLV NLV NLV NLV 1.30E+08 2.60E+06 NA 4,000 NLV NLV NLV NLV 5.90E+07 9.60E+06 NA 3,700 4,400 1,300 2,700 560 U 1,200
Silver (B) 7440-22-4 1,000 100 (M); 27 NA 4,500 NLV NLV NLV NLV 6.70E+06 2.50E+06 NA 13,000 NLV NLV NLV NLV 2.90E+06 9.00E+06 NA 520 U 500 U 460 U 520 U 470 U 2,900
Zinc (B) 7440-66-6 47,000 1.70E+05 (G) NA 2.40E+06 NLV NLV NLV NLV ID 1.70E+08 NA 5.00E+06 NLV NLV NLV NLV ID 6.30E+08 NA 74,000 15,000 24,000 66,000 67,000 1,900,000
Solids, Total (%) -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- 97 94 97 96 86 88
Results expressed in µg/Kg dry weight.
Bolded values exceed an applicable criterion.
Italicized values are below Statewide Default Background Level but exceed an applicable criterion or screening level.
Data Qualifiers:
J Estimated value
U Not detected
Footnotes/Abbreviations:
(1)
Part 201 Soil Generic Cleanup Criteria and Screening Levels/Part 213 Risk-based Screening Levels, December 30, 2013 (GSI Criteria Updated June 25, 2018).
(2)
EGLE Volatilization to Indoor Air Pathway Screening Levels, September 4, 2020.
(B) Background, as defined in R 299.5701(b), may be substituted if higher than the calculated criterion.
(G) Criterion dependent on receiving surface water hardness; calculated criteria based on water hardness of 150 mg/L.
(H) Data provided for total chromium only; evaluated against hexavalent Chromium criteria.
(M) Calculated criterion is below the target detection limit (TDL); first number is the criterion (TDL), the second is the risk-based value.
(M*) The VIAP SL may be below TDL. In accordance with Sec. 20120a(10) when the TDL for a hazardous substance is greater than the developed VIAP SL, the TDL is used to evaluate the risk posed from the pathway.
(X) Criterion is not protective for surface water used as a drinking water source.
(MM) Hazardous substance is a carcinogen with a mutagenic mode of action. The cancer potency values used in calculating VIAP SLs are modified using age-dependent adjustment factors for those carcinogenic chemicals identified as mutagenic.
Csat saturation concentration
DC direct contact
DWP drinking water protection
GSIP groundwater surface water interface protection
ID Insufficient data to develop criterion.
MST meter source thickness
NA not available
NLL Not likely to leach under most soil conditions.
NLV Not likely to volatilize under most conditions.
PSI particulate soil inhalation
SDBL statewide default background levels
SL screening level
SVIAI soil volatilization to indoor air inhalation
VIAP volatilization to indoor air pathway
VSIC volatile soil inhalation criteria
Packet Page 198
Packet Page 199
Fishbeck | 1 of 2
Table 1 - Soil Data Summary
Leestma Management, LLC, 1148 & 1204 West Western Ave., Muskegon, Muskegon County, Michigan
October 2022
Sample Location: APNSB-01 APNSB-02 APNSB-03 APNSB-04 APNSB-05 Field Blank Soil
Statewide Finite VSIC Finite VSIC Particulate
Depth Interval (ft): (2-4) (6-8) (1-3) (4.5-6.5) (4-6) Drinking Water Volatilization to Infinite Direct Soil Saturation
Default GSIP for 5 Meter for 2 Meter Soil Soil
Investigative/Field Duplicate/QC: Investigative Investigative Investigative Investigative Investigative QC Protection Indoor Air Source Contact Concentration
Background Criteria (1) Source Source Inhalation VIAP SL
(2)
Laboratory ID: 22102086-07 22102086-08 22102086-09 22102086-10 22102086-11 22102086-12 Criteria (1) Inhalation VSIC (1) Criteria (1) SL (1)
Levels (1) Thickness (1) Thickness (1) Criteria (1)
Collection Date: 10/21/22 10/21/22 10/21/22 10/21/22 10/21/22 10/21/22 Criteria (1)
Volatile Organic Compounds CAS Number
1,1,1,2-Tetrachloroethane 630-20-6 20 U 21 U 23 U 22 U 20 U 30 U NA 1,500 ID 6,200 36,000 54,000 1.00E+05 4.20E+08 4.80E+05 (C) 4.40E+05 3.2 (M*)
1,1,1-Trichloroethane 71-55-6 20 U 21 U 23 U 22 U 20 U 30 U NA 4,000 1,800 2.50E+05 3.80E+06 1.20E+07 2.80E+07 6.70E+10 5.00E+08 (C) 4.60E+05 450 (EE)
1,1,2,2-Tetrachloroethane 79-34-5 20 U 21 U 23 U 22 U 20 U 30 U NA 170 1,600 (X) 4,300 10,000 10,000 14,000 5.40E+07 53,000 8.70E+05 2.7 (M*)
1,1,2-Trichloro-1,2,2-trifluoroethane 76-13-1 20 U 21 U 23 U 22 U 20 U 30 U NA 9.00E+06 (C) 1,700 5.10E+06 (C) 1.80E+08 8.80E+08 2.10E+09 5.10E+12 1.00E+09 (C,D) 5.50E+05 860
1,1,2-Trichloroethane 79-00-5 20 U 21 U 23 U 22 U 20 U 30 U NA 100 6,600 (X) 4,600 17,000 21,000 44,000 1.90E+08 1.80E+05 9.20E+05 0.37 (M*)
1,1-Dichloroethane 75-34-3 20 U 21 U 23 U 22 U 20 U 30 U NA 18,000 15,000 2.30E+05 2.10E+06 5.90E+06 1.40E+07 3.30E+10 2.70E+07 (C) 8.90E+05 2.6 (M*)
1,1-Dichloroethene 75-35-4 20 U 21 U 23 U 22 U 20 U 30 U NA 140 2,600 62 1,100 5,300 13,000 6.20E+07 2.00E+05 5.70E+05 12 (M*)
1,2,3-Trichloropropane 96-18-4 20 U 21 U 23 U 22 U 20 U 30 U NA 840 NA 4,000 9,200 9,200 11,000 2.00E+07 1.30E+06 (C) 8.30E+05 2.6 (M*)
1,2,4-Trichlorobenzene 120-82-1 68 U 70 U 76 U 72 U 68 U 100 U NA 4,200 5,900 (X) 9.60E+06 (C) 2.80E+07 2.80E+07 2.80E+07 2.50E+10 9.90E+05 (DD) 1.10E+06 53 (M*)
1,2,4-Trimethylbenzene 95-63-6 20 U 21 U 23 U 22 U 20 U 30 U NA 2,100 570 4.30E+06 (C) 2.10E+07 5.00E+08 5.00E+08 8.20E+10 3.20E+07 (C) 1.10E+05 150 (JT)
1,2-Dibromo-3-chloropropane (DBCP) 96-12-8 68 U 70 U 76 U 72 U 68 U 100 U NA 10 (M); 4.0 ID 220 260 260 260 5.60E+05 4,400 (C) 1,200 DATA
1,2-Dibromoethane (EDB) 106-93-4 20 U 21 U 23 U 22 U 20 U 30 U NA 20 (M); 1.0 110 (X) 670 1,700 1,700 3,300 1.40E+07 92 8.90E+05 0.074 (M*)
1,2-Dichlorobenzene 95-50-1 20 U 21 U 23 U 22 U 20 U 30 U NA 14,000 280 1.10E+07 (C) 3.90E+07 3.90E+07 5.20E+07 1.00E+11 1.90E+07 (C) 2.10E+05 1,500
1,2-Dichloroethane 107-06-2 68 U 70 U 76 U 72 U 68 U 100 U NA 100 7,200 (X) 2,100 6,200 11,000 26,000 1.20E+08 91,000 1.20E+06 0.82 (M*)
1,2-Dichloropropane 78-87-5 20 U 21 U 23 U 22 U 20 U 30 U NA 100 4,600 (X) 4,000 25,000 50,000 1.10E+05 2.70E+08 1.40E+05 5.50E+05 2.1 (M*)
1,3,5-Trimethylbenzene 108-67-8 68 U 70 U 76 U 72 U 68 U 100 U NA 1,800 1,100 2.60E+06 (C) 1.60E+07 3.80E+08 3.80E+08 8.20E+10 3.20E+07 (C) 94,000 100 (JT)
1,3-Dichlorobenzene 541-73-1 20 U 21 U 23 U 22 U 20 U 30 U NA 170 680 26,000 79,000 79,000 1.10E+05 2.00E+08 2.00E+05 (C) 1.70E+05 10 (M*)
1,3-Dichloropropene, cis- 10061-01-5 20 U 21 U 23 U 22 U 20 U 30 U -- -- -- -- -- -- -- -- -- -- --
1,3-Dichloropropene, trans- 10061-02-6 20 U 21 U 23 U 22 U 20 U 30 U -- -- -- -- -- -- -- -- -- -- --
1,3-Dichloropropene (Total) 542-75-6 40 U 42 U 46 U 44 U 40 U 60 U NA 170 180 (X) 1,000 18,000 68,000 1.60E+05 7.80E+08 10,000 6.20E+05 3.1 (J,M*)
1,4-Dichlorobenzene 106-46-7 20 U 21 U 23 U 22 U 20 U 30 U NA 1,700 360 19,000 77,000 77,000 1.10E+05 4.50E+08 4.00E+05 NA 23 (M*)
2-Butanone (MEK) 78-93-3 140 U 140 U 150 U 140 U 140 U 200 U NA 2.60E+05 44,000 5.40E+07 (C) 2.90E+07 2.90E+07 3.50E+07 6.70E+10 1.20E+08 (C,DD) 2.70E+07 31,000 (DD*)
2-Hexanone 591-78-6 20 U 21 U 23 U 22 U 20 U 30 U NA 20,000 ID 9.90E+05 1.10E+06 1.10E+06 1.40E+06 2.70E+09 3.20E+07 (C) 2.50E+06 210 (M*)
2-Methylnaphthalene 91-57-6 68 U 70 U 36 J 44 J 68 U 100 U NA 57,000 4,200 2.70E+06 1.50E+06 1.50E+06 1.50E+06 6.70E+08 8.10E+06 NA 1,700
4-Methyl-2-pentanone (MIBK) 108-10-1 20 U 21 U 23 U 22 U 20 U 30 U NA 36,000 ID 3.70E+07 (C) 4.50E+07 4.50E+07 6.70E+07 1.40E+11 5.60E+07 (C) 2.70E+06 3,300
Acetone 67-64-1 140 170 76 U 170 180 340 NA 15,000 34,000 2.90E+08 (C) 1.30E+08 1.30E+08 1.90E+08 3.90E+11 2.30E+07 1.10E+08 2.60E+05 (EE)
Acrylonitrile 107-13-1 68 U 70 U 76 U 72 U 68 U 100 U NA 100 (M); 52 100 (M); 40 6,600 5,000 5,100 10,000 4.60E+07 16,000 8.30E+06 1.2 (M*)
Benzene 71-43-2 20 U 21 U 23 U 22 U 20 U 30 U NA 100 4,000 (X) 1,600 13,000 34,000 79,000 3.80E+08 1.80E+05 4.00E+05 1.7 (M*)
Bromochloromethane 74-97-5 20 U 21 U 23 U 22 U 20 U 30 U -- -- -- -- -- -- -- -- -- --- --
Bromodichloromethane 75-27-4 20 U 21 U 23 U 22 U 20 U 30 U NA 1,600 (W) ID 1,200 9,100 9,700 19,000 8.40E+07 1.10E+05 1.50E+06 0.61 (M*)
Bromoform 75-25-2 20 U 21 U 23 U 22 U 20 U 30 U NA 1,600 (W) ID 1.50E+05 9.00E+05 9.00E+05 9.00E+05 2.80E+09 8.20E+05 8.70E+05 45 (M*)
Bromomethane 74-83-9 68 U 70 U 76 U 72 U 68 U 100 U NA 200 100 860 11,000 57,000 1.40E+05 3.30E+08 3.20E+05 2.20E+06 0.90 (M*)
Carbon disulfide 75-15-0 20 U 21 U 23 U 22 U 20 U 30 U NA 16,000 ID 76,000 1.30E+06 7.90E+06 1.90E+07 4.70E+10 7.20E+06 (C,DD) 2.80E+05 52 (M*)
Carbon tetrachloride 56-23-5 20 U 21 U 23 U 22 U 20 U 30 U NA 100 760 (X) 190 3,500 12,000 28,000 1.30E+08 96,000 3.90E+05 0.31 (M*)
Chlorobenzene 108-90-7 20 U 21 U 23 U 22 U 20 U 30 U NA 2,000 500 1.20E+05 7.70E+05 9.90E+05 2.10E+06 4.70E+09 4.30E+06 (C) 2.60E+05 82
Chloroethane 75-00-3 68 U 70 U 76 U 72 U 68 U 100 U NA 8,600 22,000 (X) 2.90E+06 (C) 3.00E+07 1.20E+08 2.80E+08 6.70E+11 2.60E+06 (C) 9.50E+05 330
Chloroform 67-66-3 20 U 21 U 23 U 22 U 20 U 30 U NA 1,600 (W) 7,000 7,200 45,000 1.20E+05 2.70E+05 1.30E+09 1.20E+06 1.50E+06 0.26 (M*)
Chloromethane 74-87-3 68 U 70 U 76 U 72 U 68 U 100 U NA 5,200 ID 2,300 40,000 4.10E+05 1.00E+06 4.90E+09 1.60E+06 (C) 1.10E+06 6.9 (M*)
cis-1,2-Dichloroethene 156-59-2 20 U 21 U 23 U 22 U 20 U 30 U NA 1,400 12,000 22,000 1.80E+05 4.20E+05 9.90E+05 2.30E+09 2.50E+06 (C) 6.40E+05 2.1 (M*)
Dibromochloromethane 124-48-1 20 U 21 U 23 U 22 U 20 U 30 U NA 1,600 (W) ID 3,900 24,000 24,000 33,000 1.30E+08 1.10E+05 6.10E+05 0.40 (M*,MM)
Dibromomethane 74-95-3 20 U 21 U 23 U 22 U 20 U 30 U NA 1,600 NA ID ID ID ID ID 2.50E+06 (C) 2.00E+06 3.5 (M*)
Dichlorodifluoromethane 75-71-8 68 U 70 U 76 U 72 U 68 U 100 U NA 95,000 ID 9.00E+05 5.30E+07 5.50E+08 1.40E+09 3.30E+12 5.20E+07 (C) 1.00E+06 12 (M*)
Diethyl ether 60-29-7 20 U 21 U 23 U 22 U 20 U 30 U NA 200 ID 2.80E+07 (C) 8.50E+07 1.50E+08 3.40E+08 8.00E+11 1.10E+08 (C) 7.40E+06 350
Ethylbenzene 100-41-4 20 U 21 U 23 U 22 U 20 U 30 U NA 1,500 360 87,000 7.20E+05 1.00E+06 2.20E+06 1.00E+10 2.20E+07 (C) 1.40E+05 12 (M*)
Hexachloroethane 67-72-1 68 U 70 U 76 U 72 U 68 U 100 U NA 430 1,800 (X) 40,000 5.50E+05 9.30E+05 9.30E+05 2.30E+08 2.30E+05 NA 3.2 (M*)
Iodomethane 74-88-4 340 U 350 U 380 U 360 U 340 U 500 U -- -- -- -- -- -- -- -- -- -- --
Isopropyl benzene (Cumene) 98-82-8 20 U 21 U 23 U 22 U 20 U 30 U NA 91,000 3,200 4.00E+05 (C) 1.70E+06 1.70E+06 2.80E+06 5.80E+09 2.50E+07 (C) 3.90E+05 3.8 (M*)
Methyl-tert-butyl ether (MTBE) 1634-04-4 20 U 21 U 23 U 22 U 20 U 30 U NA 800 1.40E+05 (X) 9.90E+06 (C) 2.50E+07 3.90E+07 8.70E+07 2.00E+11 1.50E+06 5.90E+06 74 (M*)
Methylene chloride 75-09-2 170 U 170 U 190 U 180 U 170 U 250 U NA 100 30,000 (X) 45,000 2.10E+05 5.90E+05 1.40E+06 6.60E+09 1.30E+06 2.30E+06 130
n-Propylbenzene 103-65-1 20 U 21 U 23 U 22 U 20 U 30 U NA 1,600 ID ID ID ID ID 1.30E+09 2.50E+06 1.00E+07 1,800 (DD*)
Naphthalene 91-20-3 68 U 70 U 76 U 89 68 U 100 U NA 35,000 730 2.50E+05 3.00E+05 3.00E+05 3.00E+05 2.00E+08 1.60E+07 NA 67 (M*)
Styrene 100-42-5 20 U 21 U 23 U 22 U 20 U 30 U NA 2,700 2,100 (X) 2.50E+05 9.70E+05 9.70E+05 1.40E+06 5.50E+09 4.00E+05 5.20E+05 150
Tetrachloroethene (PCE) 127-18-4 20 U 21 U 23 U 22 U 20 U 30 U NA 100 1,200 (X) 11,000 1.70E+05 4.80E+05 1.10E+06 2.70E+09 2.00E+05 (C) 88,000 6.2 (M*,EE)
Toluene 108-88-3 20 U 21 U 23 U 22 U 20 U 30 U NA 16,000 5,400 3.30E+05 (C) 2.80E+06 5.10E+06 1.20E+07 2.70E+10 5.00E+07 (C) 2.50E+05 3,700
trans-1,2-Dichloroethene 156-60-5 20 U 21 U 23 U 22 U 20 U 30 U NA 2,000 30,000 (X) 23,000 2.80E+05 8.30E+05 2.00E+06 4.70E+09 3.80E+06 (C) 1.40E+06 12 (M*)
trans-1,4-Dichloro-2-butene 110-57-6 20 U 21 U 23 U 22 U 20 U 30 U -- -- -- -- -- -- -- -- -- -- --
Trichloroethene (TCE) 79-01-6 20 U 21 U 23 U 22 U 20 U 30 U NA 100 4,000 (X) 1,000 11,000 25,000 57,000 1.30E+08 1.10E+05 (DD) 5.00E+05 0.33 (M*,DD*)
Trichlorofluoromethane 75-69-4 20 U 21 U 23 U 22 U 20 U 30 U NA 52,000 NA 2.80E+06 (C) 9.20E+07 6.30E+08 1.50E+09 3.80E+12 7.90E+07 (C) 5.60E+05 19 (M*)
Vinyl acetate 108-05-4 170 U 170 U 190 U 180 U 170 U 250 U NA 13,000 NA 7.90E+05 1.70E+06 2.60E+06 5.80E+06 1.30E+10 5.80E+06 (C) 2.40E+06 160 (M*)
Vinyl chloride 75-01-4 20 U 21 U 23 U 22 U 20 U 30 U NA 40 260 (X) 270 4,200 30,000 73,000 3.50E+08 3,800 4.90E+05 0.082 (M*,MM)
Xylenes, meta- & para- 179601-23-1 41 U 42 U 46 U 43 U 41 U 60 U -- -- -- -- -- -- -- -- -- -- --
Xylene, ortho- 95-47-6 20 U 21 U 23 U 22 U 20 U 30 U -- -- -- -- -- -- -- -- -- -- --
Xylenes, Total 1330-20-7 61 U 63 U 68 U 65 U 61 U 90 U NA 5,600 980 6.30E+06 (C) 4.60E+07 6.10E+07 1.30E+08 2.90E+11 4.10E+08 (C) 1.50E+05 280 (J)
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Table 1 - Soil Data Summary
Leestma Management, LLC, 1148 & 1204 West Western Ave., Muskegon, Muskegon County, Michigan
October 2022
Sample Location: APNSB-01 APNSB-02 APNSB-03 APNSB-04 APNSB-05 Field Blank Soil
Statewide Finite VSIC Finite VSIC Particulate
Depth Interval (ft): (2-4) (6-8) (1-3) (4.5-6.5) (4-6) Drinking Water Volatilization to Infinite Direct Soil Saturation
Default GSIP for 5 Meter for 2 Meter Soil Soil
Investigative/Field Duplicate/QC: Investigative Investigative Investigative Investigative Investigative QC Protection Indoor Air Source Contact Concentration
Background Criteria (1) Source Source Inhalation VIAP SL
(2)
Laboratory ID: 22102086-07 22102086-08 22102086-09 22102086-10 22102086-11 22102086-12 Criteria (1) Inhalation VSIC (1) Criteria (1) SL (1)
Levels (1) Thickness (1) Thickness (1) Criteria (1)
Collection Date: 10/21/22 10/21/22 10/21/22 10/21/22 10/21/22 10/21/22 Criteria (1)
Polynuclear Aromatic Compounds CAS Number
2-Methylnaphthalene 91-57-6 4.4 U 47 U 4.6 U 4.5 U 62 U -- NA 57,000 4,200 2.70E+06 1.50E+06 1.50E+06 1.50E+06 6.70E+08 8.10E+06 NA 1,700
Acenaphthene 83-32-9 4.4 U 47 U 4.6 U 30 62 U -- NA 3.00E+05 8,700 1.90E+08 8.10E+07 8.10E+07 8.10E+07 1.40E+10 4.10E+07 NA 2.00E+05
Acenaphthylene 208-96-8 4.4 U 47 U 4.6 U 4.5 U 62 U -- NA 5,900 ID 1.60E+06 2.20E+06 2.20E+06 2.20E+06 2.30E+09 1.60E+06 NA DATA
Anthracene 120-12-7 4.4 U 47 U 4.6 U 210 62 U -- NA 41,000 ID 1.00E+09 1.40E+09 1.40E+09 1.40E+09 6.70E+10 2.30E+08 NA 1.30E+07
Benzo(a)anthracene 56-55-3 8.3 47 U 4.6 U 230 65 -- NA NLL NLL NLV NLV NLV NLV ID 20,000 NA 1.60E+05 (MM)
Benzo(a)pyrene 50-32-8 7.2 47 U 4.6 U 180 70 -- NA NLL NLL NLV NLV NLV NLV 1.50E+06 2,000 NA NA
Benzo(b)fluoranthene 205-99-2 8.8 47 U 4.6 U 210 130 -- NA NLL NLL ID ID ID ID ID 20,000 NA NA
Benzo(g,h,i)perylene 191-24-2 4.9 47 U 4.6 U 120 89 -- NA NLL NLL NLV NLV NLV NLV 8.00E+08 2.50E+06 NA NA
Benzo(k)fluoranthene 207-08-9 5.7 47 U 4.6 U 110 61 J -- NA NLL NLL NLV NLV NLV NLV ID 2.00E+05 NA NA
Chrysene 218-01-9 13 63 5.0 260 130 -- NA NLL NLL ID ID ID ID ID 2.00E+06 NA NA
Dibenzo(a,h)anthracene 53-70-3 4.4 U 47 U 4.6 U 19 62 U -- NA NLL NLL NLV NLV NLV NLV ID 2,000 NA NA
Fluoranthene 206-44-0 18 60 6.6 700 98 -- NA 7.30E+05 5,500 1.00E+09 7.40E+08 7.40E+08 7.40E+08 9.30E+09 4.60E+07 NA NA
Fluorene 86-73-7 4.4 U 47 U 4.6 U 49 62 U -- NA 3.90E+05 5,300 5.80E+08 1.30E+08 1.30E+08 1.30E+08 9.30E+09 2.70E+07 NA 4.70E+05
Indeno(1,2,3-cd)pyrene 193-39-5 4.4 47 U 4.6 U 150 71 -- NA NLL NLL NLV NLV NLV NLV ID 20,000 NA NA
Naphthalene 91-20-3 4.4 U 47 U 4.6 U 4.5 U 62 U -- NA 35,000 730 2.50E+05 3.00E+05 3.00E+05 3.00E+05 2.00E+08 1.60E+07 NA 67 (M*)
Phenanthrene 85-01-8 4.4 U 47 U 4.6 U 620 62 U -- NA 56,000 2,100 2.80E+06 1.60E+05 1.60E+05 1.60E+05 6.70E+06 1.60E+06 NA 1,700
Pyrene 129-00-0 18 77 8.7 580 120 -- NA 4.80E+05 ID 1.00E+09 (D) 6.50E+08 6.50E+08 6.50E+08 6.70E+09 2.90E+07 NA 2.50E+07
Metals, Total CAS Number
Arsenic (B) 7440-38-2 3,900 3,700 9,100 4,400 9,100 -- 5,800 4,600 4,600 NLV NLV NLV NLV 7.20E+05 7,600 NA NA
Barium (B) 7440-39-3 9,500 18,000 J 9,200 7,000 14,000 -- 75,000 1.30E+06 4.40E+05 (G) NLV NLV NLV NLV 3.30E+08 3.70E+07 NA NA
Cadmium (B) 7440-43-9 76 J 790 1,000 120 J 150 U -- 1,200 6,000 3,600 (G,X) NLV NLV NLV NLV 1.70E+06 5.50E+05 NA NA
Chromium, Total (B, H) 7440-47-3 20,000 50,000 140,000 22,000 38,000 -- 18,000 (total) 30,000 3,300 NLV NLV NLV NLV 2.60E+05 2.50E+06 NA NA
Copper (B) 7440-50-8 19,000 32,000 77,000 48,000 89,000 -- 32,000 5.80E+06 75,000 (G) NLV NLV NLV NLV 1.30E+08 2.00E+07 NA NA
Lead (B) 7439-92-1 16,000 38,000 65,000 6,900 4,600 -- 21,000 7.00E+05 5.10E+06 (G,X) NLV NLV NLV NLV 1.00E+08 4.00E+05 NA NA
Mercury (Total) (B) 7439-97-6 19 U 24 280 940 19 U -- 130 1,700 50 (M); 1.2 48,000 52,000 52,000 52,000 2.00E+07 1.60E+05 NA 22 (M*)
Selenium (B) 7782-49-2 350 U 390 U 36,000 390 U 380 U -- 410 4,000 400 NLV NLV NLV NLV 1.30E+08 2.60E+06 NA NA
Silver (B) 7440-22-4 350 U 62 J 410 69 J 380 U -- 1,000 4,500 100 (M); 27 NLV NLV NLV NLV 6.70E+06 2.50E+06 NA NA
Zinc (B) 7440-66-6 19,000 30,000 290,000 15,000 7,000 -- 47,000 2.40E+06 1.70E+05 (G) NLV NLV NLV NLV ID 1.70E+08 NA NA
Solids, Total (%) -- 93.4 91.1 89.0 90.3 92.8 -- -- -- -- -- -- -- -- -- -- -- --
Results expressed in µg/Kg dry weight.
Bolded values exceed Statewide Default Background Level and an applicable criterion or screening level.
Italicized values are below Statewide Default Background Level but exceed an applicable criterion or screening level.
Underlined parameters are classified as Polynuclear Aromatic Compounds.
Data Qualifiers:
J Estimated value
U Not detected
Footnotes/Abbreviations:
(1)
Part 201 Residential Soil Generic Cleanup Criteria and Screening Levels/Part 213 Risk-based Screening Levels, December 30, 2013 (GSI Criteria Updated June 25, 2018).
(2)
EGLE Volatilization to Indoor Air Pathway Screening Levels, September 4, 2020.
(B) Background, as defined in R 299.5701(b), may be substituted if higher than the calculated criterion.
(C) Value is screening level based on the chemical-specific generic soil saturation concentration (Csat).
(D) Calculated criterion exceeds 100 percent; hence it is reduced to 100 percent or 1.00E+09 parts per billion (ppb).
(G) Criterion dependent on receiving surface water (SW) hardness; calculated criteria based on water hardness of 150 mg/L.
(H) Data provided for total chromium only; evaluated against hexavalent chromium criteria.
(J) Hazardous substance may be present in several isomer forms. Isomer-specific concentrations must be added together for comparison to criteria.
(JT) Hazardous substance may be present in several isomer forms. The VIAP SL may be used for the individual isomer provided that it is the sole isomer detected; however, when multiple isomers are detected in a medium, the isomer-specific concentrations must be added together and compared to the most restrictive VIAP SL of the detected isomers.
(M) Calculated criterion is below the target detection limit (TDL); first number is the criterion (TDL), the second is the risk-based value.
(M*) The VIAP SL may be below TDL. In accordance with Sec. 20120a(10) when the TDL for a hazardous substance is greater than the developed VIAP SL, the TDL is used to evaluate the risk posed from the pathway.
(W) Concentrations of trihalomethanes must be added together to determine compliance with criterion.
(X) Criterion is not protective for SW used as a drinking water (DW) source.
(DD) Hazardous substance causes developmental effects. Residential direct contact criteria are protective of both prenatal and postnatal exposure.
(DD*) Hazardous substance causes developmental effects. Residential VIAP SLs are protective of both prenatal exposure using a pregnant female receptor and postnatal exposure using a child receptor. Prenatal developmental effects may occur after an acute (i.e. short- term) or full-term exposure.
(EE) The acceptable air concentration (AAC) for the volatile hazardous substances is not derived using standard equations. The hazardous substance may cause adverse human health effects for less than chronic exposures (i.e. short-term or acute). The AAC for these hazardous substances is the acute or intermediate minimum risk level (MRL) developed by
the Agency for Toxic Substances and Disease Registry (ATSDR), a USEPA Integrated Risk Information System (IRIS) acute reference concentration, or an acute initial threshold screening level (ITSL) by the EGLE’s Air Quality Division.
(MM) Hazardous substance is a carcinogen with a mutagenic mode of action. The cancer potency values used in calculating VIAP SLs are modified using age-dependent adjustment factors for those carcinogenic chemicals identified as mutagenic.
DATA Insufficient physical chemical parameters to calculate a VIAP SL for specified media. If detections are present in specified media, health-based soil vapor value should be used to evaluate risk.
GSIP groundwater surface water interface protection
ID Insufficient data to develop criterion.
NA not available
NLL Not likely to leach under most soil conditions.
NLV Not likely to volatilize under most conditions.
SL screening level
VIAP volatilization to indoor air pathway
VSIC volatile soil inhalation criteria
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Table 2 - Groundwater Data Summary
Leestma Management, LLC, 1148 & 1204 West Western Ave., Muskegon, Muskegon County, Michigan
October 2022
Monitoring Location: APNTW-01 APNTW-02 APNTW-03 APNTW-04 APNTW-05 Trip Blank
Residential Flammability Residential GW- Residential GW-
Depth Interval (ft): (6.5-11.5) (6-11) (7-12) (9.5-14.5) (7.5-12.5) Residential GSI Water
Groundwater and Explosivity Shallow Not in Contact VIAP
Laboratory ID: 22102086-01 22102086-02 22102086-03 22102086-04 22102086-05 22102086-06 DWC (1) Criteria (1) (1) Solubility (1)
Collection Date: VIAIC SL (1) VIAP SL
(2)
SL
(2)
10/21/22 10/21/22 10/21/22 10/21/22 10/21/22 10/21/22
Volatile Organic Compounds CAS Number
1,1,1,2-Tetrachloroethane 630-20-6 1U 1U 1U 1U 1U 1U 77 ID 15,000 1.10E+06 ID 3.1 89
1,1,1-Trichloroethane 71-55-6 1U 1U 1U 1U 1U 1U 200 (A) 89 6.60E+05 1.33E+06 ID 180 (FF*) 17,000 (EE*)
1,1,2,2-Tetrachloroethane 79-34-5 1U 1U 1U 1U 1U 1U 8.5 78 (X) 12,000 2.97E+06 ID 2.4 71
1,1,2-Trichloro-1,2,2-trifluoroethane 76-13-1 1U 1U 1U 1U 1U 1U 1.70E+05 (S) 32 1.70E+05 (S) 1.70E+05 ID 840 2,700
1,1,2-Trichloroethane 79-00-5 1U 1U 1U 1U 1U 1U 5.0 (A) 330 (X) 17,000 4.42E+06 NA 0.47 (M*) 14
1,1-Dichloroethane 75-34-3 1U 1U 1U 1U 1U 1U 880 740 1.00E+06 5.06E+06 3.80E+05 4.7 130
1,1-Dichloroethene 75-35-4 1U 1U 1U 1U 1U 1U 7.0 (A) 130 200 2.25E+06 97,000 18 330
1,2,3-Trichloropropane 96-18-4 1U 1U 1U 1U 1U 1U 42 NA 8,300 1.90E+06 NA 1.9 57
1,2,4-Trichlorobenzene 120-82-1 1U 1U 1U 1U 1U 1U 70 (A) 99 (X) 3.00E+05 (S) 3.00E+05 NA 3.8 (M*) 110
1,2,4-Trimethylbenzene 95-63-6 1U 1U 3.8 1U 1U 1U 63/1,000 (E) 17 56,000 (S) 55,890 56,000 (S) 25 (JT) 670 (JT)
1,2-Dibromo-3-chloropropane (DBCP) 96-12-8 1U 1U 1U 1U 1U 1U 0.20 (A) ID 220 1,230 NA 0.00045 (M*,MM) 0.00045 (CC*,M*,MM)
1,2-Dibromoethane (EDB) 106-93-4 1U 1U 1U 1U 1U 1U 0.050 (A) 5.7 (X) 2,400 4.20E+06 ID 0.13 3.8
1,2-Dichlorobenzene 95-50-1 1U 1U 1U 1U 1U 1U 600 (A) 13 1.60E+05 (S) 1.56E+05 NA 370 11,000
1,2-Dichloroethane 107-06-2 1U 1U 1U 1U 1U 1U 5.0 (A) 360 (X) 9,600 8.52E+06 2.50E+06 1.4 41
1,2-Dichloropropane 78-87-5 1U 1U 1U 1U 1U 1U 5.0 (A) 230 (X) 16,000 2.80E+06 5.50E+05 2.6 74
1,3,5-Trimethylbenzene 108-67-8 1U 1U 1.4 1U 1U 1U 72/1,000 (E) 45 61,000 (S) 61,150 ID 18 (JT) 470 (JT)
1,3-Dichlorobenzene 541-73-1 1U 1U 1U 1U 1U 1U 6.6 28 18,000 1.11E+05 ID 2.6 75
1,3-Dichloropropene, cis- 10061-01-5 1U 1U 1U 1U 1U 1U -- -- -- -- -- -- --
1,3-Dichloropropene, trans- 10061-02-6 1U 1U 1U 1U 1U 1U -- -- -- -- -- -- --
1,3-Dichloropropene (Total) (Calc.) 542-75-6 2U 2U 2U 2U 2U 2U 8.5 9.0 (X) 3,900 2.80E+06 1.30E+05 3.3 (J) 95 (J)
1,4-Dichlorobenzene 106-46-7 1U 1U 1U 1U 1U 1U 75 (A) 17 16,000 73,800 NA 5.9 170
2-Butanone (MEK) 78-93-3 2.2 J 5U 5U 5U 5U 2.0 J 13,000 2,200 2.40E+08 (S) 2.40E+08 ID 2,600 (DD) 4.30E+06 (DD)
2-Hexanone 591-78-6 5U 5U 5U 5U 5U 5U 1,000 ID 4.20E+06 1.60E+07 NA 660 20,000
2-Methylnaphthalene 91-57-6 25 U 77 43 28 5U 1.5 J 260 19 25,000 (S) 24,600 ID 66 2,000
4-Methyl-2-pentanone (MIBK) 108-10-1 1U 1U 1U 1U 1U 1U 1,800 ID 2.00E+07 (S) 2.00E+07 ID 660 20,000
Acetone 67-64-1 10 U 10 U 10 U 10 U 10 U 10 U 730 1,700 1.00E+09 (D,S) 1.00E+09 1.50E+07 50,000 (FF*) 50,000
Acrylonitrile 107-13-1 1U 1U 1U 1U 1U 1U 2.6 2.0 (M); 1.2 34,000 7.50E+07 6.40E+06 4.6 140
Benzene 71-43-2 1U 1U 3.7 1U 1U 1U 5.0 (A) 200 (X) 5,600 1.75E+06 68,000 1.0 28
Bromochloromethane 74-97-5 1U 1U 1U 1U 1U 1U -- -- -- -- -- -- --
Bromodichloromethane 75-27-4 1U 1U 1U 1U 1U 1U 80 (A,W) ID 4,800 6.74E+06 ID 1.2 34
Bromoform 75-25-2 1U 1U 1U 1U 1U 1U 80 (A,W) ID 4.70E+05 3.10E+06 ID 89 2,700
Bromomethane 74-83-9 1U 1U 1U 1U 1U 1U 10 5.0 (M); 4.2 4,000 1.45E+07 ID 2.1 (M*) 55
Carbon Disulfide 75-15-0 1U 1U 1.1 1U 1U 1U 800 ID 2.50E+05 1.19E+06 13,000 92 2,100
Carbon Tetrachloride 56-23-5 1U 1U 1U 1U 1U 1U 5.0 (A) 38 (X) 370 7.93E+05 ID 0.41 (M*) 7.7
Chlorobenzene 108-90-7 1U 1U 1U 1U 1U 1U 100 (A) 25 2.10E+05 4.72E+05 1.60E+05 33 940
Chloroethane 75-00-3 1U 1U 1U 1U 1U 4.6 430 1,100 (X) 5.70E+06 (S) 5.74E+06 1.10E+05 620 15,000
Chloroform 67-66-3 1U 1U 1U 1U 1U 1U 80 (A,W) 350 28,000 7.92E+06 ID 0.49 (M*) 14
Chloromethane 74-87-3 1U 1U 1U 1U 1U 1U 260 ID 8,600 6.34E+06 36,000 15 380
cis-1,2-Dichloroethene 156-59-2 1U 1U 1U 1U 1U 1U 70 (A) 620 93,000 3.50E+06 5.30E+05 3.4 95
Dibromochloromethane 124-48-1 1U 1U 1U 1U 1U 1U 80 (A,W) ID 14,000 2.60E+06 ID 0.78 (M*,MM) 23 (MM)
Dibromomethane 74-95-3 1U 1U 1U 1U 1U 1U 80 NA ID 1.10E+07 ID 8.8 260
Dichlorodifluoromethane 75-71-8 1U 1U 1U 1U 1U 1U 1,700 ID 2.20E+05 3.00E+05 ID 13 49
Diethyl Ether 60-29-7 1U 1U 1U 1U 1U 1U 10/3,700 (E) ID 6.10E+07 (S) 6.10E+07 6.50E+05 1,200 36,000
Ethylbenzene 100-41-4 1U 1U 1U 1U 1U 1U 74/700 (E) 18 1.10E+05 1.69E+05 43,000 2.8 74
Hexachloroethane 67-72-1 1U 1U 1U 1U 1U 1U 7.3 6.7 (X) 27,000 50,000 ID 1.5 (M*) 43
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Table 2 - Groundwater Data Summary
Leestma Management, LLC, 1148 & 1204 West Western Ave., Muskegon, Muskegon County, Michigan
October 2022
Monitoring Location: APNTW-01 APNTW-02 APNTW-03 APNTW-04 APNTW-05 Trip Blank
Residential Flammability Residential GW- Residential GW-
Depth Interval (ft): (6.5-11.5) (6-11) (7-12) (9.5-14.5) (7.5-12.5) Residential GSI Water
Groundwater and Explosivity Shallow Not in Contact VIAP
Laboratory ID: 22102086-01 22102086-02 22102086-03 22102086-04 22102086-05 22102086-06 DWC (1) Criteria (1) (1) Solubility (1) (1) (2) (2)
Collection Date: VIAIC SL VIAP SL SL
10/21/22 10/21/22 10/21/22 10/21/22 10/21/22 10/21/22
Iodomethane 74-88-4 5U 5U 5U 5U 5U 5U -- -- -- -- -- -- --
Isopropylbenzene (Cumene) 98-82-8 1U 1U 1U 1U 1U 1U 800 28 56,000 (S) 56,000 29,000 0.60 (M*) 15
Methyl tert-Butyl Ether (MTBE) 1634-04-4 1U 1U 1U 1U 1U 1U 40/240 (E) 7,100 (X) 4.70E+07 (S) 4.68E+07 ID 250 7,400
Methylene Chloride 75-09-2 5U 5U 5U 5U 5U 5U 5.0 (A) 1,500 (X) 2.20E+05 1.70E+07 ID 79 (FF*) 8,400
n-Propylbenzene 103-65-1 1U 1U 1U 1U 1U 1U 80 ID ID NA ID 43 (DD) 6,100 (DD)
Naphthalene 91-20-3 25 U 57 22 12 5U 5U 520 11 31,000 (S) 31,000 NA 4.2 (M*) 130
Styrene 100-42-5 1U 1U 1U 1U 1U 1U 100 (A) 80 (X) 1.70E+05 3.10E+05 1.40E+05 33 960
Tetrachloroethene (PCE) 127-18-4 1U 1U 1U 1U 1U 1U 5.0 (A) 60 (X) 25,000 2.00E+05 ID 1.5 (FF*) 130 (EE*)
Toluene 108-88-3 1U 1U 2.0 1U 1U 1U 790/1,000 (E) 270 5.30E+05 (S) 5.26E+05 61,000 300 (FF*) 41,000
trans-1,2-Dichloroethene 156-60-5 1U 1U 1U 1U 1U 1U 100 (A) 1,500 (X) 85,000 6.30E+06 2.30E+05 16 390
trans-1,4-Dichloro-2-butene 110-57-6 2U 2U 2U 2U 2U 2U -- -- -- -- -- -- --
Trichloroethene (TCE) 79-01-6 1U 1U 1U 1U 1U 1U 5.0 (A) 200 (X) 2,200 1.10E+06 ID 0.073 (M*,DD) 10 (DD)
Trichlorofluoromethane 75-69-4 1U 1U 1U 1U 1U 1U 2,600 NA 1.10E+06 (S) 1.10E+06 ID 22 190
Vinyl Acetate 108-05-4 5U 5U 5U 5U 5U 5U 640 NA 4.10E+06 2.00E+07 1.80E+06 690 21,000
Vinyl Chloride 75-01-4 1U 1U 1U 1U 1U 1U 2.0 (A) 13 (X) 1,100 2.76E+06 33,000 0.12 (M*,MM) 2.1 (MM)
Xylenes, meta- & para- 179601-23-1 2.4 2U 2U 2U 2U 2U -- -- -- -- -- -- --
Xylene, ortho- 95-47-6 1U 1U 1.0 1U 1U 1U -- -- -- -- -- -- --
Xylenes, Total 1330-20-7 2.4 J 3U 1.0 J 3U 3U 3U 280/10,000 (E) 49 1.90E+05 (S) 1.86E+05 70,000 75 (J) 2,000 (J)
Polynuclear Aromatic Compounds CAS Number
2-Methylnaphthalene 91-57-6 5U 5U 120 U 3.9 J 5U -- 260 19 25,000 (S) 24,600 ID 66 2,000
Acenaphthene 83-32-9 1U 0.074 J 24 U 0.37 J 1U -- 1,300 38 4,200 (S) 4,240 ID 3,900 (S) 3,900 (S)
Acenaphthylene 208-96-8 1U 1U 24 U 0.10 J 1U -- 52 ID 3,900 (S) 3,930 ID 65 65 (CC*)
Anthracene 120-12-7 1U 0.087 J 24 U 0.045 J 1U -- 43 (S) ID 43 (S) 43.4 ID 43 (S) 43 (S)
Benzo(a)anthracene 56-55-3 1U 0.36 J 24 U 0.14 J 1U -- 2.1 ID NLV 9.4 ID 9.4 (S,MM) 9.4 (S,MM)
Benzo(a)pyrene 50-32-8 1U 0.43 J 24 U 0.18 J 1U -- 5.0 (A) ID NLV 1.62 ID NA NA
Benzo(b)fluoranthene 205-99-2 1U 0.65 J 24 U 0.31 J 1U -- 1.5 (S,AA) ID ID 1.5 ID NA NA
Benzo(g,h,i)perylene 191-24-2 1U 0.31 J 24 U 0.13 J 1U -- 1.0 (M); 0.26 (S) ID NLV 0.26 ID NA NA
Benzo(k)fluoranthene 207-08-9 1U 0.28 J 24 U 1U 1U -- 1.0 (M); 0.80 (S) NA NLV 0.80 ID NA NA
Chrysene 218-01-9 1U 0.54 J 24 U 0.27 J 1U -- 1.6 (S) ID ID 1.6 ID NA NA
Dibenzo(a,h)anthracene 53-70-3 2U 2U 48 U 2U 2U -- 2.0 (M); 0.21 ID NLV 2.49 ID NA NA
Fluoranthene 206-44-0 1U 0.79 J 24 U 0.26 J 1U -- 210 (S) 1.6 210 (S) 206 ID NA NA
Fluorene 86-73-7 1U 1U 24 U 0.65 J 1U -- 880 12 2,000 (S) 1,980 ID 1,700 (S) 1,700 (S)
Indeno(1,2,3-cd)pyrene 193-39-5 2U 0.32 J 48 U 2U 2U -- 2.0 (M); 0.022 (S) ID NLV 0.022 ID NA NA
Naphthalene 91-20-3 1U 1U 24 U 2.5 1U -- 520 11 31,000 (S) 31,000 NA 4.2 (M*) 130
Phenanthrene 85-01-8 1U 0.21 J 24 U 0.76 J 1U -- 52 2.0 (M); 1.7 1,000 (S) 1,000 ID 9.5 290
Pyrene 129-00-0 1U 0.89 J 24 U 0.39 J 1U -- 140 (S) ID 140 (S) 135 ID 140 (S) 140 (S)
Metals, Total CAS Number
Arsenic 7440-38-2 1.0 J 8.2 J 28 J 8.6 J 6.1 -- 10 (A) 10 NLV NA ID NA NA
Barium (B) 7440-39-3 37 210 250 180 70 -- 2,000 (A) 674 (G) NLV NA ID NA NA
Cadmium (B) 7440-43-9 1U 2.4 J 10 U 2.5 J 1U -- 5.0 (A) 3.0 (G,X) NLV NA ID NA NA
Chromium, Total (B,H) 7440-47-3 2.7 J 47 J 93 22 J 2.2 J -- 100 (A) 11 NLV NA ID NA NA
Copper (B) 7440-50-8 1.6 J 71 140 60 1.3 J -- 1,000/1,400 (E) 13 (G) NLV NA ID NA NA
Lead (B) 7439-92-1 0.58 J 200 150 88 0.54 J -- 4.0 (L) 34 (G,X) NLV NA ID NA NA
Mercury (Total) (B) 7439-97-6 0.2 U 0.2 U 0.2 U 0.31 0.2 U -- 2.0 (A) 0.0013 56 (S) 56 ID 0.088 2.5
Selenium (B) 7782-49-2 5U 50 U 5.5 J 50 U 0.54 J -- 50 (A) 5.0 NLV NA ID NA NA
Silver (B) 7440-22-4 0.84 U 8.4 U 6.3 J 8.4 U 0.84 U -- 34 0.20 (M); 0.060 NLV NA ID NA NA
Zinc (B) 7440-66-6 3.9 J 96 J 280 660 12 J -- 2,400 167 (G) NLV NA ID NA NA
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Attachment D
Reimbursement Agreement
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Agenda Item Review Form
Muskegon City Commission
Commission Meeting Date: March 14, 2023 Title: Housing Board of Appeals, Demolitions
Submitted By: Director Timothy E Kozal Department: Public Safety
Brief Summary: To concur with the Housing Board of Appeals decision to demolish and
authorize administration to obtain bids for the demolition and that the Mayor and Clerk be
authorized and directed to execute a contract for demolition with the lowest responsible bidder.
Detailed Summary & Background: Housing Board of Appeals has deemed 835 W. Forest Ave to
be in property maintenance violation. Property has been a long-standing area of blight and public
nuisance/hazard.
Goal/Focus Area/Action Item Addressed:
Refer to the 2022-2027 Long Term Goals document.
Amount Requested: BIDS Amount Budgeted:
Contact Finance if your item does not fit into
the current budget.
Fund(s) or Account(s): Fund(s) or Account(s):
Recommended Motion: To concur with the Housing Board of Appeals decision to demolish and
authorize administration to obtain bids for the demolition and that the Mayor and Clerk be
authorized and directed to execute a contract for demolition with the lowest responsible bidder
Approvals: Get approval from division head at a minimum prior Guest(s) Invited / Presenting
to sending to the Clerk.
Immediate Division Head Information Technology Yes
Other Division Heads Communication No
Legal Review
For City Clerk Use Only:
Commission Action:
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Agenda Item Review Form
Muskegon City Commission
Commission Meeting Date: March 14, 2023 Title: 2nd Quarter
Budget Reforecast
Submitted By: Kenneth D. Grant Department:
Finance
Brief Summary: At this time staff is asking for approval of the 2nd Quarter Budget
Reforecast for the FY2022-23 budget year.
Detailed Summary & Background: Summary: Staff has prepared the 2nd Quarter Budget
Reforecast a memo outlining some of the highlights is attached and supporting
documentation.
Goal/Focus Area/Action Item Addressed:
Amount Requested: Amount Budgeted:
Fund(s) or Account(s): Fund(s) or
Account(s):
Recommended Motion: To approve the 2nd Quarter FY2022-23 Budget Reforecast as
presented.
Approvals: Get approval from division head at a minimum Guest(s) Invited /
prior to sending to the Clerk. Presenting
Immediate Division Head Information Technology
Other Division Heads Communication Yes
Legal Review No
For City Clerk Use Only:
Commission Action:
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Memo
To: City Commission
From: Finance Director
Date: 2/28/2023
Re: 2nd Quarter Budget Reforecast FY2022-23 - Highlights
GENERAL FUND
Revenues:
Income Tax revenues continue to exceed expectations. So again, we are amending the
revenue projection for the current fiscal year to $10,750,000. The original budget for this year
was $9,300,000.
The Marihuana excise tax payment was significantly larger than expected last year. This year
we are scheduled to receive $622,095. Last year we received $451,627. This revenue is in
our State grant fund 101-0000-540.
Expenses:
We had to increase Police and Fire salaries this quarter.
Police salaries have been increased from $9,100,000 to $9,300,000.
Fire salaries have been increased from $2,700,000 to $3,000,000.
Both of Police and Fire increases are based on higher salaries and benefit costs along with
overtime.
The General Fund will need to transfer $450,000 to the Marina to eliminate the deficit.
The General Fund will need to transfer an additional $185,000 to the Engineering Services
Fund.
Half way thru the fiscal year the General Fund revenues exceed expenditures by a little more
than $3,000,000. We expect to have some significant expenditures in the second half of fiscal
year. By the end of the fiscal year our expenditures and revenues will align closer to each other.
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TRINITY HEALTH ARENA FUND
The Arena Director has made some minor tweaks the Arena budget to better track revenue
and expenditures.
Last quarter, we requested that the General Fund transfer $350,000 to Arena. Based on
revenue projects thru December 2022 the Arena will still have a deficit of $350,000 despite
transfer request from the 1st quarter. Last year, the General Fund had to transfer $865,000 to
the Arena. We may need to request additional funds in the 3rd Quarter. However, expect more
revenue in the third quarter because the arena will be hosting more hockey, arena football, and
inside soccer games.
ENGINEERING SERVICES
The Public Works Director has lowered the Interdepartmental Engineering Fees by $185,000
and is requesting that General Fund cover to lost in revenue with a transfer.
MARINA FUND
The Public Works Director has slightly increased the contractual services due to electrical rate
increases.
The Marina fund a $450,000 transfer from to General fund to eliminate the deficit balance. The
deficit elimination plan has been filed with the State of Michigan.
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02/13/2023 REVENUE AND EXPENDITURE REPORT FOR CITY OF MUSKEGON
PERIOD ENDING 12/31/2022
THIS REPORT COMPARES CY ACTUAL REVENUES/EXPENSES WITH BUDGETED AMOUNTS AND WITH PRIOR YEAR ACTUALS
2022‐23
END BALANCE ORIGINAL YTD BALANCE YTD BALANCE 2022‐23
GL NUMBER DESCRIPTION 06/30/2022 BUDGET 12/31/2022 12/31/2021 AMENDED BUDGET
Fund 101 ‐ GENERAL
Revenues
Dept 000
TAXES & SPECIAL ASSESSMENTS
101‐000‐402 PROPERTY TAX 5,955,859.48 6,275,000.00 0.00 508,720.80 6,275,000.00
101‐000‐432 IN LIEU OF TAX 126,266.30 132,022.00 0.00 0.00 132,022.00
101‐000‐436 PROPERTY TAX SANITATION 1,772,209.09 1,875,000.00 0.00 151,409.26 1,875,000.00
101‐000‐437 IFT/CFT TAX 155,353.45 175,000.00 0.00 0.00 175,000.00
101‐000‐438 INCOME TAX 10,002,623.19 9,300,000.00 5,248,369.41 4,189,913.88 10,750,000.00
101‐000‐451 SPECIAL ASSESSMENTS 252,816.20 200,000.00 20,546.50 29,594.45 200,000.00
TAXES & SPECIAL ASSESSMENTS 18,265,127.71 17,957,022.00 5,268,915.91 4,879,638.39 19,407,022.00
LICENSES & PERMITS
101‐000‐476‐004202 BUSINESS LICENSES & PERMITS 43,875.00 50,000.00 6,100.00 9,015.00 50,000.00
101‐000‐476‐004217 SHORT TERM RENTALS 9,110.00 10,000.00 3,040.00 1,430.00 10,000.00
101‐000‐476‐004642 LIEN LOOK UPS 16,806.00 12,000.00 6,690.00 8,886.00 12,000.00
101‐000‐477 CABLE TV LICENSES OR FEES 369,420.36 370,000.00 89,217.54 94,383.35 370,000.00
101‐000‐478 LIQUOR LICENSES & TAX REBATE 59,849.05 60,000.00 40,907.35 45,615.30 60,000.00
101‐000‐480‐004207 CEMETERY‐BURIAL PERMITS 69,200.00 75,000.00 32,610.00 36,840.00 75,000.00
101‐000‐480‐004649 CEMETERY‐MISC. INCOME 32,614.70 40,000.00 11,260.03 21,155.04 40,000.00
101‐000‐480‐004657 COLUMBARIUM NICHE 0.00 0.00 900.00 0.00 1,000.00
101‐000‐481 BUILDING PERMITS 755,346.47 810,000.00 539,289.60 388,012.72 810,000.00
101‐000‐482 ELECTRICAL PERMITS 172,505.81 195,000.00 91,404.75 86,874.81 195,000.00
101‐000‐483 PLUMBING PERMITS 87,561.70 105,000.00 49,062.25 45,924.50 105,000.00
101‐000‐484 HEATING PERMITS 130,774.78 146,000.00 64,939.07 65,336.76 146,000.00
101‐000‐486 RENTAL PROPERTY REGISTRATION 383,148.00 375,000.00 197,535.00 171,980.00 375,000.00
101‐000‐487 TEMPORARY LIQUOR LICENSE 5,205.00 5,000.00 2,253.75 1,210.00 5,000.00
101‐000‐488 MARIHUANA FACILITIES LICENSE 175,500.00 195,000.00 81,337.38 74,400.00 195,000.00
101‐000‐495 VACANT BUILDING FEE 24,585.00 30,000.00 2,700.00 23,085.00 30,000.00
101‐000‐684‐004800 MISC. & SUNDRY 324,396.36 12,000.00 36,472.64 8,302.43 100,000.00
LICENSES & PERMITS 2,659,898.23 2,490,000.00 1,255,719.36 1,082,450.91 2,579,000.00
FEDERAL GRANTS
101‐000‐502 FEDERAL GRANTS 291,918.20 250,000.00 60,777.02 120,403.47 250,000.00
FEDERAL GRANTS 291,918.20 250,000.00 60,777.02 120,403.47 250,000.00
STATE GRANTS
101‐000‐540 STATE GRANTS 463,596.16 460,000.00 49,608.75 7,998.24 630,000.00
101‐000‐542 STATE REPLACEMENT REV FOR PPT 928,806.35 900,000.00 0.00 0.00 900,000.00
STATE GRANTS 1,392,402.51 1,360,000.00 49,608.75 7,998.24 1,530,000.00
STATE SHARED
101‐000‐549 STATE CVTRS/EVIP PAYMENTS 1,195,945.00 1,315,540.00 211,283.00 199,324.00 1,315,540.00
101‐000‐574 STATE SALES TAX CONSTITUTIONAL 3,891,642.00 3,488,013.00 726,424.00 666,512.00 3,748,408.00
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STATE SHARED 5,087,587.00 4,803,553.00 937,707.00 865,836.00 5,063,948.00
CHARGES FOR SERVICE
101‐000‐603 CITY SERVICE FOR ENTERPRISE FUNDS 530,519.04 530,519.00 265,259.52 265,259.52 530,519.00
101‐000‐604 TAX COLLECTION FEE 389,160.72 386,000.00 35,235.00 35,017.50 386,000.00
101‐000‐606‐004604 GARBAGE COLLECTION 63,290.89 50,000.00 35,726.16 5,146.18 50,000.00
101‐000‐614‐004617 REIMBURSEMENT INCOME 6,421.73 7,000.00 90.00 5,894.20 7,000.00
101‐000‐615‐004615 POLICE DEPARTMENT INCOME 219,741.56 210,000.00 34,687.42 49,693.63 210,000.00
101‐000‐615‐004648 FALSE ALARM FEES/POLICE 7,785.00 7,000.00 2,835.00 4,455.00 7,000.00
101‐000‐615‐004806 BIKE/PROPERTY AUCTIONS‐POLICE 4,872.49 500.00 1,100.00 296.49 1,100.00
101‐000‐616 FIRE PROTECTION‐STATE PROP 101,157.53 119,574.00 99,233.06 101,157.53 99,233.06
101‐000‐617 ZONING & ENCROACHMENT FEES 17,280.00 17,300.00 7,440.00 7,940.00 17,300.00
101‐000‐618‐004622 MISC. CLERK FEES 32,493.37 2,000.00 3,950.68 8,074.81 5,000.00
101‐000‐618‐004634 PASSPORTS 45,480.00 50,000.00 29,280.00 22,075.00 50,000.00
101‐000‐620‐004619 MISC. SALES AND SERVICES 33,531.50 22,000.00 35,479.88 9,695.50 40,000.00
101‐000‐620‐004660 MISC RECREATION INCOME 22,041.85 12,000.00 4,046.87 4,207.85 12,000.00
101‐000‐626‐004631 REIMBURSEMENT SCHOOL OFFICER 27,685.30 27,000.00 11,627.80 11,074.12 27,000.00
101‐000‐626‐004651 REIMBURSEMENT LOT MOWING 0.00 5,000.00 0.00 0.00 5,000.00
101‐000‐626‐004659 CODE ENFORCEMENT LABOR 25,783.00 30,000.00 20,825.00 16,089.00 30,000.00
101‐000‐626‐004666 SNOW PLOWING ‐DOWNTOWN BID 55,239.06 70,000.00 0.00 20,239.06 70,000.00
101‐000‐626‐004672 SAFEBUILT LOT MOWING 2,049.00 5,000.00 2,093.00 1,306.00 5,000.00
101‐000‐626‐004676 SAFEBUILT ‐ TRASH PICKUP 986.00 2,500.00 796.00 806.00 2,500.00
101‐000‐629 REIMBURSEMENT ELECTIONS 2,463.76 0.00 25.00 2,385.66 0.00
101‐000‐630 INDIRECT COST ALLOCATION 1,440,115.92 1,587,749.00 793,874.58 720,057.96 1,587,749.00
101‐000‐631 PROCUREMENT CARD REBATE 65,068.98 65,069.00 0.00 0.00 65,069.00
101‐000‐633 SPECIAL EVENTS REIMBURSEMENT 22,620.67 27,000.00 28,288.06 11,999.67 28,288.06
101‐000‐634 CEMETERY SALE OF LOTS 33,492.53 40,000.00 18,280.50 16,330.04 40,000.00
101‐000‐636 REIMBURSEMENT LOT CLEAN UP 0.00 2,000.00 0.00 0.00 2,000.00
101‐000‐640 TAX ABATEMENT APPLICATION FEES 7,280.00 14,400.00 50.00 5,050.00 14,400.00
101‐000‐642‐004652 MUSK HEIGHTS ZONING 2,310.00 15,000.00 0.00 2,310.00 15,000.00
101‐000‐642‐004654 FIRE RESPONSE FEE 4,500.00 10,000.00 2,000.00 2,000.00 10,000.00
101‐000‐643‐004625 MISC. TREAS. FEES 59,814.63 30,000.00 8,938.44 7,522.54 30,000.00
101‐000‐643‐004818 RECOVERY OF BAD DEBT 3,052.50 3,000.00 110.00 1,490.00 3,000.00
101‐000‐647‐004635 START UP CHARGE/REFUSE 8,476.00 7,000.00 3,465.00 3,190.00 7,000.00
101‐000‐647‐004636 REFUSE BAG & BULK SALES 40,364.85 30,000.00 19,416.00 19,408.85 30,000.00
101‐000‐647‐004637 APPLIANCE STICKER 0.00 100.00 0.00 0.00 100.00
101‐000‐647‐004638 MISC. SALES CHARGE/REFUSE 338,905.88 475,000.00 226,857.38 169,252.50 475,000.00
101‐000‐651 ADMINISTRATION FEES 309,999.84 310,000.00 154,999.92 154,999.92 310,000.00
101‐000‐652‐004644 DOWNTOWN PARKING 150.00 0.00 0.00 100.00 0.00
101‐000‐652‐004655 PAID PARKING ‐ BEACH 837,124.75 730,000.00 459,173.95 528,792.75 800,000.00
101‐000‐659‐004656 SITE PLAN REVIEW 10,900.00 10,000.00 5,000.00 7,900.00 10,000.00
101‐000‐659‐004658 IMPOUND FEES 37,902.66 40,000.00 16,215.00 18,102.66 40,000.00
101‐000‐659‐004679 CODE ENFORCEMENT ADMIN 24,773.00 30,000.00 15,146.00 16,383.00 30,000.00
101‐000‐667‐004669 SMITH RYERSON 25,971.50 15,000.00 7,866.75 10,696.25 15,000.00
101‐000‐667‐004670 PICNIC SHELTER 13,037.75 10,000.00 4,177.00 4,656.50 10,000.00
101‐000‐667‐004671 MCGRAFT PARK 92,841.39 65,000.00 112,468.86 77,099.94 140,000.00
101‐000‐667‐004673 RENTAL ‐ CENTRAL DISPATCH 353,578.91 480,708.00 236,829.15 248,918.90 480,708.00
101‐000‐667‐004674 RENTAL ‐ CITY HALL 25,450.14 15,000.00 12,346.66 11,103.48 15,000.00
101‐000‐667‐004677 RENT 2,000.00 0.00 0.00 2,000.00 0.00
101‐000‐671 LEASE BILLBOARDS 2,400.00 6,800.00 0.00 0.00 6,800.00
101‐000‐681 DOWNTOWN SOCIAL DISTRICT 79,102.05 100,000.00 35,550.00 66,952.05 100,000.00
101‐000‐692‐004661 LEASE GREAT LAKES NAVAL MEMORIAL 0.00 15,000.00 0.00 0.00 15,000.00
CHARGES FOR SERVICE 5,429,215.75 5,687,219.00 2,750,783.64 2,677,130.06 5,834,766.12
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FINES & PENALTIES
101‐000‐607‐004758 CRITICAL DUNE FEES 10,504.60 5,500.00 0.00 3,300.00 5,500.00
101‐000‐607‐004759 STORM WATER FEES 6,000.00 10,000.00 18,000.00 4,000.00 25,000.00
101‐000‐608 COURT FEES 74,788.50 90,000.00 25,014.91 33,478.54 90,000.00
101‐000‐656 TRAFFIC FINES & FEES 249,725.00 250,000.00 106,256.50 183,312.00 250,000.00
101‐000‐657‐004702 DELINQUENT FEES 17,878.15 20,000.00 0.00 0.00 20,000.00
101‐000‐657‐004704 PENALTIES/INTEREST/FINES 13,827.83 13,400.00 8,688.27 6,991.14 13,400.00
101‐000‐657‐004706 LATE FEE ON INVOICES OVER 45 DAYS 3,949.00 6,000.00 1,971.00 2,144.00 6,000.00
101‐000‐657‐004708 LATE FEE ON RENTAL REGISTRATION 19,967.00 18,700.00 16,335.00 12,752.00 18,700.00
101‐000‐657‐004751 CIVIL INFRACTIONS 31,331.95 23,500.00 12,622.30 13,796.50 23,500.00
101‐000‐657‐004802 REIMB:DEMOS AND BOARD‐UPS 6,743.28 45,000.00 995.00 245.00 45,000.00
101‐000‐657‐004803 CDBG PROGRAM REIMBURSEMENTS 405,525.54 393,910.00 0.00 0.00 393,910.00
101‐000‐665‐004701 INCOME TAX‐PENALTY & INTEREST 189,868.32 230,000.00 145,882.35 75,450.17 230,000.00
101‐000‐665‐004970 INTEREST INCOME 254,523.70 100,000.00 252,355.22 35,919.10 325,000.00
FINES & PENALTIES 1,284,632.87 1,206,010.00 588,120.55 371,388.45 1,446,010.00
CONTRIBUTIONS & MISCELLANEOUS
101‐000‐645 FISHERMANS LANDING REIMBURSEMENT 28,038.77 25,000.00 0.00 0.00 25,000.00
101‐000‐674‐004805 CONTRIBUTIONS 132,348.63 130,000.00 3,875.51 103,920.64 130,000.00
101‐000‐674‐004821 CONTRIBUTIONS/GRANTS 87,773.00 75,000.00 0.00 54,500.00 75,000.00
101‐000‐674‐004825 CONTRIBUTIONS ‐ VETERAN'S PARK MAINT 16,888.58 18,500.00 0.00 40.00 18,500.00
101‐000‐674‐004828 DONATION ‐ POLICE DEPT 3,447.20 0.00 0.00 825.00 0.00
101‐000‐675 COMMUNITY FOUNDATION GRANT ‐ MCGRAFT PAR 10,690.93 10,000.00 0.00 0.00 10,885.00
101‐000‐677‐004808 SALE OF PROPERTY AND EQUIPMENT 356.48 0.00 0.00 0.00 0.00
101‐000‐678 GRANT: COMMUNITY FOUNDATION 0.00 25,534.00 0.00 0.00 25,534.00
101‐000‐683‐004816 CONTRIBUTIONS/MARIHUANA STREET LIGHTS 43,578.00 67,000.00 0.00 39,208.00 67,000.00
101‐000‐683‐004820 MARIHUANA CONTRIBUTIONS 2,000.00 12,000.00 11,000.00 0.00 12,000.00
101‐000‐689 CASH OVER/SHORT 3.70 0.00 0.00 3.70 0.00
CONTRIBUTIONS & MISCELLANEOUS 325,125.29 363,034.00 14,875.51 198,497.34 363,919.00
INTEREST & OPERATING TRANSFERS
101‐000‐669 GAIN ON INVESTMENT (918,391.50) 0.00 (423,621.56) (148,173.17) (450,000.00)
101‐000‐696‐004963 LOAN PROCEEDS 1,370,873.00 0.00 0.00 1,370,873.00 0.00
101‐000‐699 OPERATING TRANSFERS IN 6,123,548.66 4,105,000.00 2,772,257.05 25,000.02 4,706,500.00
INTEREST & OPERATING TRANSFERS 6,576,030.16 4,105,000.00 2,348,635.49 1,247,699.85 3,988,320.00
8,244,820.00
Total Dept 000 41,311,937.72 38,221,838.00 13,275,143.23 11,451,042.71 43,189,485.12
Dept 172 ‐ CITY MANAGER
LICENSES & PERMITS
101‐172‐684‐004800 MISC. & SUNDRY 126.01 0.00 8.99 0.00 0.00
LICENSES & PERMITS 126.01 0.00 8.99 0.00 0.00
Total Dept 172 ‐ CITY MANAGER 126.01 0.00 8.99 0.00 0.00
Dept 202 ‐ FINANCE ADMINSTRATION
LICENSES & PERMITS
101‐202‐684‐004800 MISC. & SUNDRY 174.70 0.00 26.57 0.00 0.00
LICENSES & PERMITS 174.70 0.00 26.57 0.00 0.00
Total Dept 202 ‐ FINANCE ADMINSTRATION 174.70 0.00 26.57 0.00 0.00
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Dept 215 ‐ CITY CLERK
LICENSES & PERMITS
101‐215‐684‐004800 MISC. & SUNDRY 146.99 0.00 18.01 0.00 0.00
LICENSES & PERMITS 146.99 0.00 18.01 0.00 0.00
Total Dept 215 ‐ CITY CLERK 146.99 0.00 18.01 0.00 0.00
Dept 265 ‐ CITY HALL MAINTENANCE
LICENSES & PERMITS
101‐265‐684‐004800 MISC. & SUNDRY 33.05 0.00 4.51 0.00 0.00
LICENSES & PERMITS 33.05 0.00 4.51 0.00 0.00
Total Dept 265 ‐ CITY HALL MAINTENANCE 33.05 0.00 4.51 0.00 0.00
Dept 269 ‐ INSURANCE SERVICES
LICENSES & PERMITS
101‐269‐684‐004800 MISC. & SUNDRY 39.59 0.00 5.40 0.00 0.00
LICENSES & PERMITS 39.59 0.00 5.40 0.00 0.00
Total Dept 269 ‐ INSURANCE SERVICES 39.59 0.00 5.40 0.00 0.00
Dept 301 ‐ FIRE INSPECTION SERVICES
LICENSES & PERMITS
101‐301‐684‐004800 MISC. & SUNDRY 1,439.65 0.00 180.06 0.00 0.00
LICENSES & PERMITS 1,439.65 0.00 180.06 0.00 0.00
Total Dept 301 ‐ FIRE INSPECTION SERVICES 1,439.65 0.00 180.06 0.00 0.00
Dept 336 ‐ FIRE DEPARTMENT
LICENSES & PERMITS
101‐336‐684‐004800 MISC. & SUNDRY 65.99 0.00 9.01 0.00 0.00
LICENSES & PERMITS 65.99 0.00 9.01 0.00 0.00
Total Dept 336 ‐ FIRE DEPARTMENT 65.99 0.00 9.01 0.00 0.00
Dept 387 ‐ FIRE INSPECTION SERVICES
LICENSES & PERMITS
101‐387‐684‐004800 MISC. & SUNDRY 131.99 0.00 18.01 0.00 0.00
LICENSES & PERMITS 131.99 0.00 18.01 0.00 0.00
Total Dept 387 ‐ FIRE INSPECTION SERVICES 131.99 0.00 18.01 0.00 0.00
Dept 521 ‐ SANITATION
LICENSES & PERMITS
101‐521‐684‐004800 MISC. & SUNDRY 13.17 0.00 1.79 0.00 0.00
LICENSES & PERMITS 13.17 0.00 1.79 0.00 0.00
Total Dept 521 ‐ SANITATION 13.17 0.00 1.79 0.00 0.00
Dept 701 ‐ PLANNING
LICENSES & PERMITS
101‐701‐684 MISC. & SUNDRY 82.50 0.00 11.27 0.00 0.00
LICENSES & PERMITS 82.50 0.00 11.27 0.00 0.00
Packet Page 230
Total Dept 701 ‐ PLANNING 82.50 0.00 11.27 0.00 0.00
Dept 772 ‐ PAID BEACH PARKING
LICENSES & PERMITS
101‐772‐684‐004800 MISC. & SUNDRY 0.52 0.00 0.00 0.00 0.00
LICENSES & PERMITS 0.52 0.00 0.00 0.00 0.00
Total Dept 772 ‐ PAID BEACH PARKING 0.52 0.00 0.00 0.00 0.00
TOTAL REVENUES 41,314,191.88 38,221,838.00 13,275,426.85 11,451,042.71 43,189,485.12
Expenditures
Dept 101 ‐ CITY COMMISSION
SALARIES & BENEFITS
101‐101‐702 BUDGETED SALARIES & BENEFITS 0.00 84,046.00 0.00 0.00 84,046.00
101‐101‐703 SALARY PERMANENT 13,954.97 0.00 6,737.06 6,315.05 0.00
101‐101‐705 TEMPORARY SALARY 48,774.88 0.00 24,550.96 23,006.54 0.00
101‐101‐708 VACATION PAY 3,097.67 0.00 345.25 300.83 0.00
101‐101‐709 LONGEVITY PAY 375.02 0.00 187.51 187.51 0.00
101‐101‐710 PERSONAL & OTHER LEAVE 122.68 0.00 56.95 55.83 0.00
101‐101‐711 HOLIDAY PAY 771.91 0.00 398.59 390.41 0.00
101‐101‐712 RETIREE HEALTHCARE ‐ GENERAL 5,486.96 0.00 2,590.05 2,390.89 0.00
101‐101‐714 MERS RETIREMENT SYSTEM 1,632.62 0.00 770.68 711.40 0.00
101‐101‐717 HEALTH INSURANCE 3,711.93 0.00 2,074.52 1,992.45 0.00
101‐101‐718 LIFE INSURANCE 64.73 0.00 35.86 32.92 0.00
101‐101‐719 DENTAL INSURANCE 234.16 0.00 126.12 126.06 0.00
101‐101‐721 DISABILITY INSURANCE 54.05 0.00 30.41 27.99 0.00
101‐101‐722 SOCIAL SECURITY 5,021.73 0.00 2,681.26 2,505.91 0.00
101‐101‐723 WORKERS' COMPENSATION 184.65 0.00 90.80 90.02 0.00
101‐101‐724 UNEMPLOYMENT 71.40 0.00 190.82 0.00 0.00
SALARIES & BENEFITS 83,559.36 84,046.00 40,866.84 38,133.81 84,046.00
SUPPLIES
101‐101‐727 BUDGETED SUPPLIES 0.00 9,880.00 349.45 0.00 9,880.00
101‐101‐728 OFFICE SUPPLIES 1,896.92 0.00 161.98 330.15 0.00
101‐101‐730 PUBLICATIONS & MEMBERSHIPS 140.00 0.00 10,237.50 140.00 0.00
SUPPLIES 2,036.92 9,880.00 10,748.93 470.15 9,880.00
OTHER EXPENSES
101‐101‐778 BUDGETED OTHER EXPENSES 0.00 13,870.00 530.44 0.00 13,870.00
101‐101‐861 CONFERENCE, TRAINING AND TRAVEL 1,134.98 0.00 5,195.84 868.98 0.00
OTHER EXPENSES 1,134.98 13,870.00 5,726.28 868.98 13,870.00
CONTRACTUAL SERVICES
101‐101‐801 CONTRACTUAL SERVICES 14,400.00 14,630.00 7,879.90 0.00 14,630.00
101‐101‐810 PUBLIC RELATIONS 3,140.02 0.00 246.90 1,003.44 0.00
101‐101‐902 PRINTING 438.60 0.00 105.40 69.10 0.00
101‐101‐903 ADVERTISING 5.00 0.00 66.19 0.00 0.00
CONTRACTUAL SERVICES 17,983.62 14,630.00 8,298.39 1,072.54 14,630.00
CAPITAL OUTLAYS
Packet Page 231
101‐101‐971 BUDGETED CAPITAL OUTLAYS 0.00 3,534.00 0.00 0.00 3,534.00
101‐101‐980 COMPUTER HARDWARE & SOFTWARE 2,265.28 0.00 111.95 521.71 0.00
CAPITAL OUTLAYS 2,265.28 3,534.00 111.95 521.71 3,534.00
Total Dept 101 ‐ CITY COMMISSION 106,980.16 125,960.00 65,752.39 41,067.19 125,960.00
Dept 103 ‐ CITY PROMOTIONS & PUBLIC RELATIONS
SUPPLIES
101‐103‐730 PUBLICATIONS & MEMBERSHIPS 10,000.00 0.00 0.00 0.00 0.00
101‐103‐749 MISCELLANEOUS MATERIAL & SUPPLIES 636.50 0.00 0.00 6,290.65 0.00
SUPPLIES 10,636.50 0.00 0.00 6,290.65 0.00
CONTRACTUAL SERVICES
101‐103‐801 CONTRACTUAL SERVICES 4,079.16 76,000.00 4,079.57 5,154.50 76,000.00
101‐103‐810 PUBLIC RELATIONS 50,366.50 0.00 74,086.30 27,606.71 0.00
101‐103‐902 PRINTING 0.00 0.00 0.00 63.60 0.00
101‐103‐903 ADVERTISING 1,599.80 0.00 50.00 1,579.80 0.00
CONTRACTUAL SERVICES 56,045.46 76,000.00 78,215.87 34,404.61 76,000.00
Total Dept 103 ‐ CITY PROMOTIONS & PUBLIC RELATIONS 66,681.96 76,000.00 78,215.87 40,695.26 76,000.00
Dept 172 ‐ CITY MANAGER
SALARIES & BENEFITS
101‐172‐702 BUDGETED SALARIES & BENEFITS 0.00 518,971.00 0.00 0.00 518,971.00
101‐172‐703 SALARY PERMANENT 250,092.54 0.00 77,116.99 124,884.52 0.00
101‐172‐708 VACATION PAY 69,659.67 0.00 4,510.60 5,126.07 0.00
101‐172‐709 LONGEVITY PAY 1,713.44 0.00 600.00 862.49 0.00
101‐172‐710 PERSONAL & OTHER LEAVE 1,950.33 0.00 645.73 613.98 0.00
101‐172‐711 HOLIDAY PAY 12,508.91 0.00 4,222.49 6,411.74 0.00
101‐172‐712 RETIREE HEALTHCARE ‐ GENERAL 24,412.00 0.00 9,870.62 11,016.75 0.00
101‐172‐714 MERS RETIREMENT SYSTEM 43,359.18 0.00 8,360.78 19,265.55 0.00
101‐172‐717 HEALTH INSURANCE 11,830.86 0.00 8,710.31 5,977.19 0.00
101‐172‐718 LIFE INSURANCE 1,282.91 0.00 379.11 622.27 0.00
101‐172‐719 DENTAL INSURANCE 2,608.99 0.00 899.86 1,385.05 0.00
101‐172‐721 DISABILITY INSURANCE 868.28 0.00 292.61 324.15 0.00
101‐172‐722 SOCIAL SECURITY 22,668.79 0.00 6,957.62 8,576.32 0.00
101‐172‐723 WORKERS' COMPENSATION 4,382.94 0.00 1,433.00 2,126.02 0.00
101‐172‐724 UNEMPLOYMENT 185.47 0.00 122.90 0.00 0.00
SALARIES & BENEFITS 447,524.31 518,971.00 124,122.62 187,192.10 518,971.00
SUPPLIES
101‐172‐727 BUDGETED SUPPLIES 0.00 7,885.00 0.00 0.00 7,885.00
101‐172‐728 OFFICE SUPPLIES 312.22 0.00 62.50 251.15 0.00
101‐172‐730 PUBLICATIONS & MEMBERSHIPS 3,094.50 0.00 1,720.58 1,465.50 0.00
101‐172‐731 POSTAGE 246.77 0.00 20.82 179.30 0.00
SUPPLIES 3,653.49 7,885.00 1,803.90 1,895.95 7,885.00
OTHER EXPENSES
101‐172‐778 BUDGETED OTHER EXPENSES 0.00 9,120.00 0.00 0.00 9,120.00
101‐172‐861 CONFERENCE, TRAINING AND TRAVEL 15,900.70 0.00 5,986.27 10,242.19 0.00
OTHER EXPENSES 15,900.70 9,120.00 5,986.27 10,242.19 9,120.00
CONTRACTUAL SERVICES
Packet Page 232
101‐172‐776 COPY MACHINE CHARGES 5,753.60 0.00 2,453.49 2,627.60 0.00
101‐172‐801 CONTRACTUAL SERVICES 12,800.00 34,580.00 496.68 0.00 34,580.00
101‐172‐810 PUBLIC RELATIONS 0.00 0.00 7,568.35 0.00 0.00
101‐172‐850 TELEPHONE 1,572.29 0.00 646.42 753.32 0.00
101‐172‐902 PRINTING 77.00 0.00 179.90 77.00 0.00
101‐172‐903 ADVERTISING 1,303.70 0.00 9,125.00 155.20 0.00
CONTRACTUAL SERVICES 21,506.59 34,580.00 20,469.84 3,613.12 34,580.00
CAPITAL OUTLAYS
101‐172‐971 BUDGETED CAPITAL OUTLAYS 0.00 8,740.00 0.00 0.00 8,740.00
101‐172‐979 OFFICE FURNITURE&EQUIPMENT 0.00 0.00 3,718.65 0.00 0.00
101‐172‐980 COMPUTER HARDWARE & SOFTWARE 2,413.82 0.00 4,243.91 228.00 0.00
101‐172‐985 OFFICE FURNITURE&EQUIPMENT REPAIR 0.00 0.00 4,131.88 0.00 0.00
CAPITAL OUTLAYS 2,413.82 8,740.00 12,094.44 228.00 8,740.00
Total Dept 172 ‐ CITY MANAGER 490,998.91 579,296.00 164,477.07 203,171.36 579,296.00
Dept 202 ‐ FINANCE ADMINSTRATION
SALARIES & BENEFITS
101‐202‐702 BUDGETED SALARIES & BENEFITS 0.00 547,912.00 0.00 0.00 547,912.00
101‐202‐703 SALARY PERMANENT 296,742.04 0.00 141,039.54 137,626.45 0.00
101‐202‐707 OVERTIME 7,829.90 0.00 3,780.09 3,809.99 0.00
101‐202‐708 VACATION PAY 48,326.45 0.00 15,465.40 8,077.04 0.00
101‐202‐709 LONGEVITY PAY 1,350.00 0.00 750.00 600.00 0.00
101‐202‐710 PERSONAL & OTHER LEAVE 3,242.21 0.00 0.00 636.84 0.00
101‐202‐711 HOLIDAY PAY 15,757.53 0.00 14,141.19 8,234.11 0.00
101‐202‐712 RETIREE HEALTHCARE ‐ GENERAL 51,586.58 0.00 24,912.39 22,654.45 0.00
101‐202‐714 MERS RETIREMENT SYSTEM 18,701.08 0.00 10,804.91 9,155.74 0.00
101‐202‐717 RX CLAIMS (ACTIVE) 34,012.29 0.00 20,417.50 16,828.57 0.00
101‐202‐718 LIFE INSURANCE 1,404.18 0.00 811.61 706.27 0.00
101‐202‐719 DENTAL INSURANCE 3,435.82 0.00 1,922.37 1,773.56 0.00
101‐202‐721 DISABILITY INSURANCE 1,149.29 0.00 599.50 573.49 0.00
101‐202‐722 SOCIAL SECURITY 27,113.48 0.00 13,995.31 12,619.68 0.00
101‐202‐723 WORKERS' COMPENSATION 1,564.51 0.00 775.27 730.89 0.00
101‐202‐724 UNEMPLOYMENT 260.48 0.00 0.00 5.40 0.00
SALARIES & BENEFITS 512,475.84 547,912.00 249,415.08 224,032.48 547,912.00
SUPPLIES
101‐202‐727 BUDGETED SUPPLIES 0.00 3,325.00 0.00 0.00 3,325.00
101‐202‐728 OFFICE SUPPLIES 2,418.15 0.00 1,320.58 1,199.02 0.00
101‐202‐730 PUBLICATIONS & MEMBERSHIPS 410.00 0.00 0.00 410.00 0.00
101‐202‐731 POSTAGE 1,398.38 0.00 1,018.23 595.41 0.00
101‐202‐753 COMPUTER SUPPLIES 0.00 0.00 12.99 0.00 0.00
SUPPLIES 4,226.53 3,325.00 2,351.80 2,204.43 3,325.00
OTHER EXPENSES
101‐202‐778 BUDGETED OTHER EXPENSES 0.00 1,425.00 0.00 0.00 1,425.00
101‐202‐861 CONFERENCE, TRAINING AND TRAVEL 1,452.04 0.00 2,171.64 829.65 0.00
OTHER EXPENSES 1,452.04 1,425.00 2,171.64 829.65 1,425.00
CONTRACTUAL SERVICES
101‐202‐776 COPY MACHINE CHARGES 3,695.84 0.00 1,604.47 1,641.33 0.00
101‐202‐801 CONTRACTUAL SERVICES 31,949.28 90,250.00 7,151.34 11,261.50 90,250.00
Packet Page 233
101‐202‐803 AUDIT FEES 58,845.00 0.00 41,640.00 41,755.00 0.00
101‐202‐850 TELEPHONE 4,438.30 0.00 1,127.68 1,684.39 0.00
101‐202‐902 PRINTING 1,894.12 0.00 0.00 0.00 0.00
101‐202‐903 ADVERTISING 322.18 0.00 0.00 0.00 0.00
101‐202‐963 BANK CHARGES 20,498.42 0.00 337.85 9,222.81 0.00
CONTRACTUAL SERVICES 121,643.14 90,250.00 51,861.34 65,565.03 90,250.00
CAPITAL OUTLAYS
101‐202‐971 BUDGETED CAPITAL OUTLAYS 0.00 4,750.00 0.00 0.00 4,750.00
101‐202‐980 COMPUTER HARDWARE & SOFTWARE 2,745.85 0.00 12.86 1,011.21 0.00
CAPITAL OUTLAYS 2,745.85 4,750.00 12.86 1,011.21 4,750.00
Total Dept 202 ‐ FINANCE ADMINSTRATION 642,543.40 647,662.00 305,812.72 293,642.80 647,662.00
Dept 203 ‐ PENSION ADMINISTRATION
SALARIES & BENEFITS
101‐203‐714 MERS RETIREMENT SYSTEM 2,908,506.48 3,393,940.00 1,327,898.64 1,454,253.24 3,393,940.00
SALARIES & BENEFITS 2,908,506.48 3,393,940.00 1,327,898.64 1,454,253.24 3,393,940.00
Total Dept 203 ‐ PENSION ADMINISTRATION 2,908,506.48 3,393,940.00 1,327,898.64 1,454,253.24 3,393,940.00
Dept 205 ‐ INCOME TAX
SALARIES & BENEFITS
101‐205‐702 BUDGETED SALARIES & BENEFITS 0.00 315,054.00 0.00 0.00 315,054.00
101‐205‐703 SALARY PERMANENT 146,514.85 0.00 78,941.64 57,726.63 0.00
101‐205‐708 VACATION PAY 17,661.22 0.00 7,616.82 13,903.15 0.00
101‐205‐709 LONGEVITY PAY 1,050.00 0.00 600.00 450.00 0.00
101‐205‐710 PERSONAL & OTHER LEAVE 1,785.26 0.00 1,992.54 959.29 0.00
101‐205‐711 HOLIDAY PAY 8,024.48 0.00 4,721.63 3,641.40 0.00
101‐205‐712 RETIREE HEALTHCARE ‐ GENERAL 22,759.38 0.00 9,775.74 14,280.31 0.00
101‐205‐714 MERS RETIREMENT SYSTEM 13,976.81 0.00 9,357.51 6,033.78 0.00
101‐205‐717 RX CLAIMS (ACTIVE) 37,031.28 0.00 23,384.85 17,752.02 0.00
101‐205‐718 LIFE INSURANCE 505.59 0.00 313.16 240.90 0.00
101‐205‐719 DENTAL INSURANCE 3,128.63 0.00 1,771.47 1,613.23 0.00
101‐205‐721 DISABILITY INSURANCE 610.93 0.00 370.26 304.25 0.00
101‐205‐722 SOCIAL SECURITY 12,680.86 0.00 7,492.14 6,289.30 0.00
101‐205‐723 WORKERS' COMPENSATION 747.93 0.00 415.58 369.75 0.00
101‐205‐724 UNEMPLOYMENT 237.13 0.00 0.00 0.00 0.00
SALARIES & BENEFITS 266,714.35 315,054.00 146,753.34 123,564.01 315,054.00
SUPPLIES
101‐205‐727 BUDGETED SUPPLIES 0.00 13,300.00 0.00 0.00 13,300.00
101‐205‐728 OFFICE SUPPLIES 1,473.42 0.00 446.94 151.10 0.00
101‐205‐730 PUBLICATIONS & MEMBERSHIPS 40.00 0.00 0.00 0.00 0.00
101‐205‐731 POSTAGE 8,652.98 0.00 11,859.52 2,033.82 0.00
101‐205‐753 COMPUTER SUPPLIES 40.84 0.00 0.00 40.84 0.00
SUPPLIES 10,207.24 13,300.00 12,306.46 2,225.76 13,300.00
OTHER EXPENSES
101‐205‐778 BUDGETED OTHER EXPENSES 0.00 950.00 562.00 0.00 950.00
101‐205‐861 CONFERENCE, TRAINING AND TRAVEL 1,187.94 0.00 409.59 0.00 0.00
OTHER EXPENSES 1,187.94 950.00 971.59 0.00 950.00
Packet Page 234
CONTRACTUAL SERVICES
101‐205‐776 COPY MACHINE CHARGES 1,982.29 0.00 780.33 870.77 0.00
101‐205‐801 CONTRACTUAL SERVICES 115,486.93 95,000.00 36,298.84 48,871.55 95,000.00
101‐205‐850 TELEPHONE 817.44 0.00 510.00 425.00 0.00
101‐205‐902 PRINTING 4,534.75 0.00 2,204.87 0.00 0.00
CONTRACTUAL SERVICES 122,821.41 95,000.00 39,794.04 50,167.32 95,000.00
CAPITAL OUTLAYS
101‐205‐971 BUDGETED CAPITAL OUTLAYS 0.00 4,750.00 0.00 0.00 4,750.00
101‐205‐979 OFFICE FURNITURE&EQUIPMENT 149.97 0.00 81.16 0.00 0.00
101‐205‐980 COMPUTER HARDWARE & SOFTWARE 2,457.34 0.00 69.31 0.00 0.00
CAPITAL OUTLAYS 2,607.31 4,750.00 150.47 0.00 4,750.00
Total Dept 205 ‐ INCOME TAX 403,538.25 429,054.00 199,975.90 175,957.09 429,054.00
Dept 215 ‐ CITY CLERK
SALARIES & BENEFITS
101‐215‐702 BUDGETED SALARIES & BENEFITS 0.00 568,971.00 0.00 0.00 568,971.00
101‐215‐703 SALARY PERMANENT 298,423.41 0.00 143,859.96 144,464.72 0.00
101‐215‐705 TEMPORARY SALARY 35,250.77 0.00 39,670.49 22,362.59 0.00
101‐215‐707 OVERTIME 12,956.87 0.00 9,722.05 5,793.72 0.00
101‐215‐708 VACATION PAY 27,303.86 0.00 8,929.25 5,409.41 0.00
101‐215‐709 LONGEVITY PAY 1,350.00 0.00 600.00 600.00 0.00
101‐215‐710 PERSONAL & OTHER LEAVE 3,395.83 0.00 1,373.87 1,811.90 0.00
101‐215‐711 HOLIDAY PAY 16,912.05 0.00 8,963.40 8,618.86 0.00
101‐215‐712 RETIREE HEALTHCARE ‐ GENERAL 41,086.34 0.00 21,050.47 19,872.74 0.00
101‐215‐714 MERS RETIREMENT SYSTEM 30,892.55 0.00 16,252.08 15,646.56 0.00
101‐215‐717 HEALTH INSURANCE 56,960.65 0.00 30,752.47 30,520.03 0.00
101‐215‐718 LIFE INSURANCE 1,276.70 0.00 700.58 654.05 0.00
101‐215‐719 DENTAL INSURANCE 5,105.14 0.00 2,660.24 2,784.62 0.00
101‐215‐721 DISABILITY INSURANCE 1,191.73 0.00 656.75 627.18 0.00
101‐215‐722 SOCIAL SECURITY 25,909.69 0.00 13,937.59 13,058.34 0.00
101‐215‐723 WORKERS' COMPENSATION 1,619.15 0.00 908.76 821.89 0.00
101‐215‐724 UNEMPLOYMENT 487.01 0.00 368.29 16.67 0.00
SALARIES & BENEFITS 560,121.75 568,971.00 300,406.25 273,063.28 568,971.00
SUPPLIES
101‐215‐727 BUDGETED SUPPLIES 0.00 74,214.00 800.83 0.00 74,214.00
101‐215‐728 OFFICE SUPPLIES 5,939.91 0.00 2,983.87 1,541.25 0.00
101‐215‐729 ELECTION SUPPLIES 27,086.87 0.00 17,039.44 25,158.35 0.00
101‐215‐730 PUBLICATIONS & MEMBERSHIPS 2,763.92 0.00 385.49 1,939.96 0.00
101‐215‐731 POSTAGE 17,788.84 0.00 23,757.43 5,759.80 0.00
101‐215‐760 CUSTODIAL SUPPLIES 368.05 0.00 0.00 153.45 0.00
101‐215‐900 PUBLICATIONS 1,910.93 0.00 0.00 0.00 0.00
SUPPLIES 55,858.52 74,214.00 44,967.06 34,552.81 74,214.00
OTHER EXPENSES
101‐215‐778 BUDGETED OTHER EXPENSES 0.00 11,210.00 0.00 0.00 11,210.00
101‐215‐861 CONFERENCE, TRAINING AND TRAVEL 9,215.77 0.00 867.38 4,312.97 0.00
OTHER EXPENSES 9,215.77 11,210.00 867.38 4,312.97 11,210.00
CONTRACTUAL SERVICES
101‐215‐776 COPY MACHINE CHARGES 5,065.57 0.00 4,215.20 1,860.53 0.00
Packet Page 235
101‐215‐801 CONTRACTUAL SERVICES 55,887.98 47,234.00 28,483.06 21,151.88 47,234.00
101‐215‐804 COMPUTER SERVICES 0.00 0.00 58.40 0.00 0.00
101‐215‐810 PUBLIC RELATIONS 6,392.37 0.00 0.00 6,394.71 0.00
101‐215‐850 TELEPHONE 3,647.53 0.00 2,080.66 1,624.42 0.00
101‐215‐902 PRINTING 7,913.16 0.00 0.00 0.00 0.00
101‐215‐903 ADVERTISING 210.00 0.00 0.00 210.00 0.00
101‐215‐963 BANK CHARGES 97.35 0.00 0.00 97.35 0.00
CONTRACTUAL SERVICES 79,213.96 47,234.00 34,837.32 31,338.89 47,234.00
CAPITAL OUTLAYS
101‐215‐971 BUDGETED CAPITAL OUTLAYS 0.00 4,275.00 0.00 0.00 4,275.00
101‐215‐979 OFFICE FURNITURE&EQUIPMENT 56.99 0.00 7,549.77 0.00 0.00
101‐215‐980 COMPUTER HARDWARE & SOFTWARE 4,993.03 0.00 39.48 1,016.42 0.00
101‐215‐983 EQUIPMENT REPAIR 136.24 0.00 0.00 0.00 0.00
CAPITAL OUTLAYS 5,186.26 4,275.00 7,589.25 1,016.42 4,275.00
Total Dept 215 ‐ CITY CLERK 709,596.26 705,904.00 388,667.26 344,284.37 705,904.00
Dept 228 ‐ INFORMATION SYSTEMS ADMINISTRATION
SALARIES & BENEFITS
101‐228‐702 BUDGETED SALARIES & BENEFITS 0.00 458,530.00 0.00 0.00 458,530.00
101‐228‐703 SALARY PERMANENT 243,032.12 0.00 112,419.71 112,772.47 0.00
101‐228‐707 OVERTIME 12,029.90 0.00 3,780.10 4,710.00 0.00
101‐228‐708 VACATION PAY 75,500.08 0.00 2,391.64 23,152.44 0.00
101‐228‐709 LONGEVITY PAY 3,357.69 0.00 1,200.00 1,650.00 0.00
101‐228‐710 PERSONAL & OTHER LEAVE 2,207.13 0.00 542.09 0.00 0.00
101‐228‐711 HOLIDAY PAY 13,306.27 0.00 6,407.34 6,554.38 0.00
101‐228‐712 RETIREE HEALTHCARE ‐ GENERAL 93,455.29 0.00 34,857.25 36,871.07 0.00
101‐228‐714 MERS RETIREMENT SYSTEM 3,843.47 0.00 2,161.94 3,843.47 0.00
101‐228‐717 HEALTH INSURANCE 47,741.64 0.00 25,538.87 23,560.30 0.00
101‐228‐718 LIFE INSURANCE 1,273.81 0.00 570.35 661.63 0.00
101‐228‐719 DENTAL INSURANCE 2,747.89 0.00 1,292.70 1,476.00 0.00
101‐228‐721 DISABILITY INSURANCE 1,069.15 0.00 466.90 561.67 0.00
101‐228‐722 SOCIAL SECURITY 25,724.86 0.00 10,112.46 11,805.37 0.00
101‐228‐723 WORKERS' COMPENSATION 1,465.93 0.00 539.41 676.15 0.00
101‐228‐724 UNEMPLOYMENT 196.37 0.00 67.45 0.00 0.00
SALARIES & BENEFITS 526,951.60 458,530.00 202,348.21 228,294.95 458,530.00
SUPPLIES
101‐228‐727 BUDGETED SUPPLIES 0.00 950.00 0.00 0.00 950.00
101‐228‐728 OFFICE SUPPLIES 382.87 0.00 66.56 58.93 0.00
101‐228‐730 PUBLICATIONS & MEMBERSHIPS 36.00 0.00 0.00 16.00 0.00
101‐228‐749 MISCELLANEOUS MATERIAL & SUPPLIES 709.23 0.00 14.00 111.27 0.00
101‐228‐753 COMPUTER SUPPLIES 1,591.36 0.00 109.91 1,332.55 0.00
SUPPLIES 2,719.46 950.00 190.47 1,518.75 950.00
OTHER EXPENSES
101‐228‐778 BUDGETED OTHER EXPENSES 0.00 14,250.00 0.00 0.00 14,250.00
101‐228‐861 CONFERENCE, TRAINING AND TRAVEL 4,421.00 0.00 294.00 3,548.00 0.00
OTHER EXPENSES 4,421.00 14,250.00 294.00 3,548.00 14,250.00
CONTRACTUAL SERVICES
101‐228‐776 COPY MACHINE CHARGES 197.78 0.00 2.79 126.61 0.00
Packet Page 236
101‐228‐801 CONTRACTUAL SERVICES 28,491.26 32,300.00 11,918.81 14,839.31 46,300.00
101‐228‐804 COMPUTER SERVICES 21,197.05 0.00 21,822.00 21,123.00 0.00
101‐228‐850 TELEPHONE 7,445.42 0.00 1,210.94 5,535.47 0.00
101‐228‐963 BANK CHARGES 0.30 0.00 0.00 0.30 0.00
CONTRACTUAL SERVICES 57,331.81 32,300.00 34,954.54 41,624.69 46,300.00
CAPITAL OUTLAYS
101‐228‐971 BUDGETED CAPITAL OUTLAYS 0.00 123,500.00 0.00 0.00 123,500.00
101‐228‐979 OFFICE FURNITURE&EQUIPMENT 737.77 0.00 4,290.80 59.97 0.00
101‐228‐980 COMPUTER HARDWARE & SOFTWARE 59,770.22 0.00 65,009.90 17,716.78 0.00
CAPITAL OUTLAYS 60,507.99 123,500.00 69,300.70 17,776.75 123,500.00
Total Dept 228 ‐ INFORMATION SYSTEMS ADMINISTRATION 651,931.86 629,530.00 307,087.92 292,763.14 643,530.00
Dept 251 ‐ CONTINGENCY
OTHER EXPENSES
101‐251‐778 BUDGETED OTHER EXPENSES 0.00 47,500.00 0.00 0.00 47,500.00
101‐251‐965 BAD DEBTS 34,305.05 0.00 0.00 0.00 0.00
OTHER EXPENSES 34,305.05 47,500.00 0.00 0.00 47,500.00
Total Dept 251 ‐ CONTINGENCY 34,305.05 47,500.00 0.00 0.00 47,500.00
Dept 252 ‐ CONTRIBUTIONS
CONTRACTUAL SERVICES
101‐252‐801 BUDGETED CONTRACTUAL SERVICES 0.00 535,285.00 2,200.00 0.00 535,285.00
101‐252‐956 PAYING AGENT FEES/CONTRIBUTIONS 567,951.50 0.00 255,534.00 298,220.00 0.00
CONTRACTUAL SERVICES 567,951.50 535,285.00 257,734.00 298,220.00 535,285.00
Total Dept 252 ‐ CONTRIBUTIONS 567,951.50 535,285.00 257,734.00 298,220.00 535,285.00
Dept 253 ‐ CITY TREASURER
SALARIES & BENEFITS
101‐253‐702 BUDGETED SALARIES & BENEFITS 0.00 411,592.00 0.00 0.00 411,592.00
101‐253‐703 SALARY PERMANENT 226,624.27 0.00 129,057.26 103,766.72 0.00
101‐253‐708 VACATION PAY 21,943.43 0.00 16,323.27 11,891.43 0.00
101‐253‐709 LONGEVITY PAY 1,650.00 0.00 900.00 900.00 0.00
101‐253‐710 PERSONAL & OTHER LEAVE 1,842.01 0.00 2,046.92 1,235.38 0.00
101‐253‐711 HOLIDAY PAY 12,896.84 0.00 7,541.89 6,881.94 0.00
101‐253‐712 RETIREE HEALTHCARE ‐ GENERAL 20,555.58 0.00 11,797.77 10,946.22 0.00
101‐253‐714 MERS RETIREMENT SYSTEM 20,486.43 0.00 13,196.18 11,166.63 0.00
101‐253‐717 HEALTH INSURANCE 74,610.89 0.00 38,843.37 44,246.31 0.00
101‐253‐718 LIFE INSURANCE 890.67 0.00 554.97 481.94 0.00
101‐253‐719 DENTAL INSURANCE 4,850.97 0.00 3,065.81 2,659.37 0.00
101‐253‐721 DISABILITY INSURANCE 1,009.10 0.00 640.21 549.84 0.00
101‐253‐722 SOCIAL SECURITY 19,716.76 0.00 12,472.23 10,611.36 0.00
101‐253‐723 WORKERS' COMPENSATION 1,126.87 0.00 681.44 592.50 0.00
101‐253‐724 UNEMPLOYMENT 374.97 0.00 63.23 5.40 0.00
SALARIES & BENEFITS 408,578.79 411,592.00 237,184.55 205,935.04 411,592.00
SUPPLIES
101‐253‐727 BUDGETED SUPPLIES 0.00 76,000.00 0.00 0.00 100,000.00
101‐253‐728 OFFICE SUPPLIES 3,688.72 0.00 1,475.58 1,630.48 0.00
101‐253‐730 PUBLICATIONS & MEMBERSHIPS 240.00 0.00 243.00 200.00 0.00
Packet Page 237
101‐253‐731 POSTAGE 71,521.46 0.00 48,304.26 31,099.82 0.00
SUPPLIES 75,450.18 76,000.00 50,022.84 32,930.30 100,000.00
OTHER EXPENSES
101‐253‐778 BUDGETED OTHER EXPENSES 0.00 1,900.00 0.00 0.00 1,900.00
101‐253‐861 CONFERENCE, TRAINING AND TRAVEL 1,464.55 0.00 45.00 689.00 0.00
OTHER EXPENSES 1,464.55 1,900.00 45.00 689.00 1,900.00
CONTRACTUAL SERVICES
101‐253‐776 COPY MACHINE CHARGES 1,850.36 0.00 610.04 880.58 0.00
101‐253‐801 CONTRACTUAL SERVICES 536.45 104,500.00 50.41 82.11 104,500.00
101‐253‐804 COMPUTER SERVICES 13,042.00 0.00 5,489.00 4,345.00 0.00
101‐253‐850 TELEPHONE 980.93 0.00 510.00 510.00 0.00
101‐253‐902 PRINTING 31,978.25 0.00 10,691.57 17,204.59 0.00
101‐253‐957 PARKING TICKET FEES 57,243.54 0.00 0.00 44,430.56 0.00
101‐253‐963 REFUNDS/RESALES 43,197.34 0.00 21,661.70 24,102.72 0.00
CONTRACTUAL SERVICES 148,828.87 104,500.00 39,012.72 91,555.56 104,500.00
CAPITAL OUTLAYS
101‐253‐971 BUDGETED CAPITAL OUTLAYS 0.00 2,850.00 0.00 0.00 3,300.00
101‐253‐980 COMPUTER HARDWARE & SOFTWARE 3,299.62 0.00 3,261.56 87.19 0.00
CAPITAL OUTLAYS 3,299.62 2,850.00 3,261.56 87.19 3,300.00
Total Dept 253 ‐ CITY TREASURER 637,622.01 596,842.00 329,526.67 331,197.09 621,292.00
Dept 257 ‐ CITY ASSESSOR
SALARIES & BENEFITS
101‐257‐702 BUDGETED SALARIES & BENEFITS 0.00 2,678.00 0.00 0.00 2,678.00
101‐257‐705 TEMPORARY SALARY 1,080.00 0.00 420.00 120.00 0.00
101‐257‐722 SOCIAL SECURITY 64.26 0.00 22.95 9.18 0.00
101‐257‐723 WORKERS' COMPENSATION 4.64 0.00 1.68 0.52 0.00
101‐257‐724 UNEMPLOYMENT 6.89 0.00 2.98 0.08 0.00
SALARIES & BENEFITS 1,155.79 2,678.00 447.61 129.78 2,678.00
OTHER EXPENSES
101‐257‐861 CONFERENCE, TRAINING AND TRAVEL 156.21 0.00 0.00 0.00 0.00
OTHER EXPENSES 156.21 0.00 0.00 0.00 0.00
CONTRACTUAL SERVICES
101‐257‐801 CONTRACTUAL SERVICES 413,348.00 413,348.00 215,660.10 206,674.00 413,348.00
101‐257‐903 ADVERTISING 1,257.40 0.00 0.00 0.00 0.00
CONTRACTUAL SERVICES 414,605.40 413,348.00 215,660.10 206,674.00 413,348.00
Total Dept 257 ‐ CITY ASSESSOR 415,917.40 416,026.00 216,107.71 206,803.78 416,026.00
Dept 265 ‐ CITY HALL MAINTENANCE
SALARIES & BENEFITS
101‐265‐702 BUDGETED SALARIES & BENEFITS 0.00 80,000.00 0.00 0.00 95,000.00
101‐265‐703 SALARY PERMANENT 61,725.13 0.00 30,406.02 31,870.14 0.00
101‐265‐707 OVERTIME 263.21 0.00 425.32 247.00 0.00
101‐265‐708 VACATION PAY 6,374.31 0.00 1,829.04 2,696.14 0.00
101‐265‐709 LONGEVITY PAY 300.03 0.00 187.53 150.02 0.00
101‐265‐710 PERSONAL & OTHER LEAVE 361.14 0.00 386.10 168.54 0.00
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101‐265‐711 HOLIDAY PAY 2,727.15 0.00 1,645.13 1,531.12 0.00
101‐265‐712 RETIREE HEALTHCARE ‐ GENERAL 3,411.76 0.00 1,166.72 2,336.85 0.00
101‐265‐714 MERS RETIREMENT SYSTEM 6,282.45 0.00 3,362.17 3,443.04 0.00
101‐265‐717 HEALTH INSURANCE 6,832.47 0.00 3,273.10 4,608.36 0.00
101‐265‐718 LIFE INSURANCE 244.92 0.00 140.18 133.93 0.00
101‐265‐719 DENTAL INSURANCE 1,148.61 0.00 600.14 672.43 0.00
101‐265‐721 DISABILITY INSURANCE 227.16 0.00 124.44 130.48 0.00
101‐265‐722 SOCIAL SECURITY 5,303.57 0.00 2,836.54 2,939.78 0.00
101‐265‐723 WORKERS' COMPENSATION 3,368.36 0.00 1,642.32 1,931.86 0.00
101‐265‐724 UNEMPLOYMENT 75.17 0.00 0.00 0.00 0.00
SALARIES & BENEFITS 98,645.44 80,000.00 48,024.75 52,859.69 95,000.00
SUPPLIES
101‐265‐727 BUDGETED SUPPLIES 0.00 38,000.00 0.00 0.00 38,000.00
101‐265‐734 CLOTHING & UNIFORMS 114.23 0.00 128.47 0.00 0.00
101‐265‐741 TOOLS 2,235.97 0.00 351.41 1,590.41 0.00
101‐265‐749 MISCELLANEOUS MATERIAL & SUPPLIES 1,401.05 0.00 871.47 714.94 0.00
101‐265‐758 BUILDING SUPPLIES 10,340.25 0.00 12,322.32 4,645.91 0.00
101‐265‐760 CUSTODIAL SUPPLIES 7,998.35 0.00 6,704.70 4,004.37 0.00
101‐265‐762 EQUIPMENT SUPPLIES 2,814.28 0.00 485.16 2,814.28 0.00
101‐265‐767 SEEDING & PLANTING SUPPLIES 2,100.00 0.00 0.00 0.00 0.00
101‐265‐900 PUBLICATIONS 0.00 0.00 29.40 0.00 0.00
SUPPLIES 27,004.13 38,000.00 20,892.93 13,769.91 38,000.00
CONTRACTUAL SERVICES
101‐265‐776 COPY MACHINE CHARGES 193.52 0.00 3.98 126.34 0.00
101‐265‐801 CONTRACTUAL SERVICES 48,415.29 182,392.00 61,130.30 20,107.67 200,000.00
101‐265‐850 TELEPHONE 5,864.47 0.00 2,848.33 2,639.69 0.00
101‐265‐920 ELECTRICITY 108,233.27 0.00 53,397.10 52,226.44 0.00
101‐265‐921 HEAT 31,187.48 0.00 6,551.43 7,929.09 0.00
101‐265‐922 WATER & SEWER 9,378.90 0.00 2,738.03 5,601.46 0.00
101‐265‐944 VEHICLE RENTAL 5,991.00 0.00 3,318.00 2,995.50 0.00
CONTRACTUAL SERVICES 209,263.93 182,392.00 129,987.17 91,626.19 200,000.00
CAPITAL OUTLAYS
101‐265‐971 BUDGETED CAPITAL OUTLAYS 0.00 54,150.00 0.00 0.00 54,150.00
101‐265‐982 BUILDING PURCHASES&CONSTRUCTION 386.99 0.00 0.00 34.99 0.00
101‐265‐986 BUILDING REPAIR 29,887.81 0.00 13,576.69 10,897.65 0.00
CAPITAL OUTLAYS 30,274.80 54,150.00 13,576.69 10,932.64 54,150.00
Total Dept 265 ‐ CITY HALL MAINTENANCE 365,188.30 354,542.00 212,481.54 169,188.43 387,150.00
Dept 266 ‐ CITY ATTORNEY
SUPPLIES
101‐266‐730 PUBLICATIONS & MEMBERSHIPS 0.00 0.00 990.00 0.00 0.00
SUPPLIES 0.00 0.00 990.00 0.00 0.00
CONTRACTUAL SERVICES
101‐266‐801 CONTRACTUAL SERVICES 2,813.00 420,000.00 0.00 2,030.00 420,000.00
101‐266‐802 LEGAL FEES 403,571.00 0.00 210,000.00 223,571.00 0.00
101‐266‐963 MISC. SERVICES & CHARGES 119,931.35 0.00 1,610.98 8,145.98 0.00
CONTRACTUAL SERVICES 526,315.35 420,000.00 211,610.98 233,746.98 420,000.00
Packet Page 239
Total Dept 266 ‐ CITY ATTORNEY 526,315.35 420,000.00 212,600.98 233,746.98 420,000.00
Dept 269 ‐ CIVIL SERVICE
SALARIES & BENEFITS
101‐269‐702 BUDGETED SALARIES & BENEFITS 0.00 87,790.00 0.00 0.00 87,790.00
101‐269‐703 SALARY PERMANENT 43,394.84 0.00 22,460.31 20,416.41 0.00
101‐269‐708 VACATION PAY 7,422.14 0.00 363.19 992.75 0.00
101‐269‐709 LONGEVITY PAY 450.00 0.00 270.00 180.00 0.00
101‐269‐710 PERSONAL & OTHER LEAVE 260.17 0.00 209.50 260.17 0.00
101‐269‐711 HOLIDAY PAY 2,400.74 0.00 1,303.59 1,246.03 0.00
101‐269‐712 RETIREE HEALTHCARE ‐ GENERAL 16,154.16 0.00 8,274.11 7,645.07 0.00
101‐269‐713 RETIREE HEALTHCARE ‐ P&F 279.81 0.00 410.62 279.81 0.00
101‐269‐714 MERS RETIREMENT SYSTEM 4,799.90 0.00 2,457.92 2,268.26 0.00
101‐269‐717 HEALTH INSURANCE 4,364.62 0.00 3,198.79 2,544.04 0.00
101‐269‐718 LIFE INSURANCE 219.84 0.00 135.18 116.02 0.00
101‐269‐719 DENTAL INSURANCE 598.92 0.00 374.65 340.10 0.00
101‐269‐721 DISABILITY INSURANCE 177.21 0.00 99.63 91.88 0.00
101‐269‐722 SOCIAL SECURITY 4,130.91 0.00 2,367.39 2,020.78 0.00
101‐269‐723 WORKERS' COMPENSATION 322.69 0.00 251.37 202.17 0.00
101‐269‐724 UNEMPLOYMENT 40.47 0.00 0.00 0.00 0.00
SALARIES & BENEFITS 85,016.42 87,790.00 42,176.25 38,603.49 87,790.00
SUPPLIES
101‐269‐727 BUDGETED SUPPLIES 0.00 950.00 0.00 0.00 950.00
101‐269‐728 OFFICE SUPPLIES 336.57 0.00 304.92 285.28 0.00
101‐269‐730 PUBLICATIONS & MEMBERSHIPS 373.36 0.00 324.00 0.00 0.00
101‐269‐731 POSTAGE 0.00 0.00 6.53 0.00 0.00
101‐269‐753 COMPUTER SUPPLIES 9.11 0.00 0.00 0.00 0.00
SUPPLIES 719.04 950.00 635.45 285.28 950.00
OTHER EXPENSES
101‐269‐861 CONFERENCE, TRAINING AND TRAVEL 15,474.17 0.00 9,370.04 12,390.65 0.00
OTHER EXPENSES 15,474.17 0.00 9,370.04 12,390.65 0.00
CONTRACTUAL SERVICES
101‐269‐801 CONTRACTUAL SERVICES 108,433.50 142,500.00 40,197.68 41,847.50 142,500.00
101‐269‐809 MEDICAL SERVICES 26,121.11 0.00 11,010.10 10,382.61 0.00
101‐269‐850 TELEPHONE 480.78 0.00 189.18 254.70 0.00
CONTRACTUAL SERVICES 135,035.39 142,500.00 51,396.96 52,484.81 142,500.00
CAPITAL OUTLAYS
101‐269‐971 BUDGETED CAPITAL OUTLAYS 0.00 0.00 (787.15) 0.00 0.00
CAPITAL OUTLAYS 0.00 0.00 (787.15) 0.00 0.00
Total Dept 269 ‐ CIVIL SERVICE 236,245.02 231,240.00 102,791.55 103,764.23 231,240.00
Dept 272 ‐ INSURANCE SERVICES
CONTRACTUAL SERVICES
101‐272‐726 OTHER INSURANCE&BONDS 450,719.16 407,941.00 250,000.00 0.00 750,000.00
CONTRACTUAL SERVICES 450,719.16 407,941.00 250,000.00 0.00 750,000.00
Total Dept 272 ‐ INSURANCE SERVICES 450,719.16 407,941.00 250,000.00 0.00 750,000.00
Packet Page 240
Dept 301 ‐ POLICE DEPARTMENT
SALARIES & BENEFITS
101‐301‐702 BUDGETED SALARIES & BENEFITS 0.00 9,100,000.00 0.00 0.00 9,300,000.00
101‐301‐703 SALARY PERMANENT 4,978,738.11 0.00 2,346,059.08 2,292,852.85 0.00
101‐301‐704 COURT TIME 2,377.96 0.00 1,734.00 847.96 0.00
101‐301‐705 TEMPORARY SALARY 66,701.18 0.00 35,389.82 33,915.37 0.00
101‐301‐707 OVERTIME 550,031.50 0.00 422,268.66 376,343.30 0.00
101‐301‐708 VACATION PAY 711,051.17 0.00 260,974.24 224,242.99 0.00
101‐301‐709 LONGEVITY PAY 39,040.52 0.00 17,170.88 20,425.00 0.00
101‐301‐710 PERSONAL & OTHER LEAVE 157,698.86 0.00 52,612.34 49,877.48 0.00
101‐301‐711 HOLIDAY PAY 152,527.60 0.00 74,471.24 82,995.13 0.00
101‐301‐712 RETIREE HEALTHCARE ‐ GENERAL 194,667.46 0.00 52,499.98 70,057.72 0.00
101‐301‐713 RETIREE HEALTHCARE ‐ P&F 897,548.20 0.00 732,187.20 468,672.33 0.00
101‐301‐714 MERS RETIREMENT SYSTEM 511,342.68 0.00 93,212.66 253,628.77 0.00
101‐301‐717 RX CLAIMS (ACTIVE) 696,857.47 0.00 367,042.06 388,922.51 0.00
101‐301‐718 LIFE INSURANCE 21,461.28 0.00 12,366.76 11,134.21 0.00
101‐301‐719 DENTAL INSURANCE 72,512.92 0.00 38,696.23 38,903.04 0.00
101‐301‐721 DISABILITY INSURANCE 17,676.83 0.00 10,489.69 8,893.46 0.00
101‐301‐722 SOCIAL SECURITY 144,392.11 0.00 70,870.20 73,862.54 0.00
101‐301‐723 WORKERS' COMPENSATION 169,874.55 0.00 88,877.24 86,842.77 0.00
101‐301‐724 UNEMPLOYMENT 6,057.95 0.00 556.29 64.27 0.00
101‐301‐725 EDUCATION INCENTIVE PAY 38,250.00 0.00 38,000.00 38,250.00 0.00
SALARIES & BENEFITS 9,428,808.35 9,100,000.00 4,715,478.57 4,520,731.70 9,300,000.00
SUPPLIES
101‐301‐727 BUDGETED SUPPLIES 0.00 130,430.00 0.00 0.00 130,430.00
101‐301‐728 OFFICE SUPPLIES 6,766.45 0.00 4,268.58 3,583.08 0.00
101‐301‐730 PUBLICATIONS & MEMBERSHIPS 12,460.75 0.00 1,758.50 9,543.84 0.00
101‐301‐731 POSTAGE 6,957.67 0.00 3,509.51 1,310.23 0.00
101‐301‐732 AMMUNITION 21,508.44 0.00 8,537.18 15,627.68 0.00
101‐301‐734 CLOTHING & UNIFORMS 55,820.71 0.00 30,582.28 23,606.00 0.00
101‐301‐739 TESTING SUPPLIES 4,977.37 0.00 4,223.95 2,340.85 0.00
101‐301‐745 MOTOR FUEL & LUBRICANTS 25.00 0.00 30.00 25.00 0.00
101‐301‐748 MEDICAL SUPPLIES 2,719.45 0.00 878.99 1,719.03 0.00
101‐301‐749 MISCELLANEOUS MATERIAL & SUPPLIES 12,979.26 0.00 14,353.55 3,318.63 0.00
101‐301‐752 PHOTOGRAPHIC SUPPLIES 2,738.10 0.00 0.00 0.00 0.00
101‐301‐753 COMPUTER SUPPLIES 2,826.36 0.00 70.87 2,807.81 0.00
101‐301‐756 REPAIR SUPPLIES 49.98 0.00 0.00 0.00 0.00
101‐301‐762 EQUIPMENT SUPPLIES 18,277.15 0.00 36,285.00 18,263.16 0.00
101‐301‐769 COMMUNICATIONS SUPPLIES 3,000.00 0.00 3,000.00 3,000.00 0.00
SUPPLIES 151,106.69 130,430.00 107,498.41 85,145.31 130,430.00
OTHER EXPENSES
101‐301‐778 BUDGETED OTHER EXPENSES 0.00 28,500.00 0.00 0.00 28,500.00
101‐301‐861 CONFERENCE, TRAINING AND TRAVEL 59,275.79 0.00 18,129.83 45,915.37 0.00
OTHER EXPENSES 59,275.79 28,500.00 18,129.83 45,915.37 28,500.00
CONTRACTUAL SERVICES
101‐301‐773 LAUNDRY & UNIFORM CLEANING 6,326.02 0.00 5,422.27 2,209.99 0.00
101‐301‐776 COPY MACHINE CHARGES 12,152.50 0.00 3,787.60 5,945.43 0.00
101‐301‐801 CONTRACTUAL SERVICES 28,264.16 1,031,235.00 30,483.75 11,289.87 1,031,235.00
101‐301‐808 POLICE INVESTIGATIONS 7,753.50 0.00 517.00 0.00 0.00
101‐301‐809 MEDICAL SERVICES 26.00 0.00 435.00 26.00 0.00
Packet Page 241
101‐301‐850 TELEPHONE 23,859.06 0.00 12,873.42 11,624.45 0.00
101‐301‐902 PRINTING 6,605.19 0.00 2,938.50 3,381.49 0.00
101‐301‐941 VEHICLE LEASING & MAINTENANCE 34,092.09 0.00 14,475.05 22,500.00 0.00
101‐301‐944 VEHICLE RENTAL 682,302.00 0.00 497,860.02 341,151.00 0.00
101‐301‐959 PAYMENT TO OTHER GOVERNMENT 259,404.86 0.00 142,388.16 92,197.01 0.00
101‐301‐963 BANK CHARGES 3,049.77 0.00 0.00 2,556.98 0.00
CONTRACTUAL SERVICES 1,063,835.15 1,031,235.00 711,180.77 492,882.22 1,031,235.00
CAPITAL OUTLAYS
101‐301‐971 BUDGETED CAPITAL OUTLAYS 0.00 70,000.00 0.00 0.00 70,000.00
101‐301‐977 EQUIPMENT PURCHASES 17,169.88 0.00 8,878.35 13,873.88 0.00
101‐301‐979 OFFICE FURNITURE&EQUIPMENT 164.79 0.00 895.46 164.79 0.00
101‐301‐980 COMPUTER HARDWARE & SOFTWARE 37,795.96 0.00 3,472.39 32,247.98 0.00
101‐301‐985 OFFICE FURNITURE&EQUIPMENT REPAIR 0.00 0.00 960.22 0.00 0.00
CAPITAL OUTLAYS 55,130.63 70,000.00 14,206.42 46,286.65 70,000.00
Total Dept 301 ‐ POLICE DEPARTMENT 10,758,156.61 10,360,165.00 5,566,494.00 5,190,961.25 10,429,735.00
Dept 333 ‐ POLICE DRUG FORFEITURES
CONTRACTUAL SERVICES
101‐333‐808 POLICE INVESTIGATIONS 500.00 0.00 8,446.31 0.00 8,446.31
CONTRACTUAL SERVICES 500.00 0.00 8,446.31 0.00 0.00
Total Dept 333 ‐ POLICE DRUG FORFEITURES 500.00 0.00 8,446.31 0.00 8,446.31
Dept 336 ‐ FIRE DEPARTMENT
SALARIES & BENEFITS
101‐336‐702 BUDGETED SALARIES & BENEFITS 0.00 2,700,000.00 0.00 0.00 3,000,000.00
101‐336‐703 SALARY PERMANENT 1,486,198.84 0.00 794,857.51 717,543.25 0.00
101‐336‐707 OVERTIME 237,855.16 0.00 185,460.86 104,761.98 0.00
101‐336‐708 VACATION PAY 94,586.47 0.00 48,668.29 43,857.18 0.00
101‐336‐709 LONGEVITY PAY 2,100.00 0.00 1,050.00 1,050.00 0.00
101‐336‐710 PERSONAL & OTHER LEAVE 31,625.00 0.00 27,772.86 20,515.34 0.00
101‐336‐711 HOLIDAY PAY 3,183.95 0.00 2,374.57 983.62 0.00
101‐336‐712 RETIREE HEALTHCARE ‐ GENERAL 33,286.54 0.00 4,477.01 17,841.21 0.00
101‐336‐713 RETIREE HEALTHCARE ‐ P&F 57,987.51 0.00 51,822.68 30,248.25 0.00
101‐336‐714 MERS RETIREMENT SYSTEM 213,989.25 0.00 142,980.83 112,817.63 0.00
101‐336‐717 RX CLAIMS (ACTIVE) 212,618.72 0.00 140,762.11 110,500.85 0.00
101‐336‐718 LIFE INSURANCE 3,365.13 0.00 2,084.52 1,798.39 0.00
101‐336‐719 DENTAL INSURANCE 22,927.56 0.00 13,108.69 12,490.65 0.00
101‐336‐721 DISABILITY INSURANCE 5,802.72 0.00 3,680.34 3,118.59 0.00
101‐336‐722 SOCIAL SECURITY 31,300.24 0.00 19,380.66 16,621.01 0.00
101‐336‐723 WORKERS' COMPENSATION 77,135.11 0.00 50,224.24 41,116.32 0.00
101‐336‐724 UNEMPLOYMENT 1,798.23 0.00 294.35 10.03 0.00
SALARIES & BENEFITS 2,515,760.43 2,700,000.00 1,488,999.52 1,235,274.30 3,000,000.00
SUPPLIES
101‐336‐727 BUDGETED SUPPLIES 0.00 160,835.00 0.00 0.00 180,835.00
101‐336‐728 OFFICE SUPPLIES 1,074.10 0.00 199.02 418.43 0.00
101‐336‐730 PUBLICATIONS & MEMBERSHIPS 2,914.20 0.00 432.37 225.00 0.00
101‐336‐731 POSTAGE 678.46 0.00 294.22 472.78 0.00
101‐336‐734 CLOTHING & UNIFORMS 21,361.90 0.00 25,317.85 9,672.39 0.00
101‐336‐741 TOOLS 3,274.46 0.00 5,902.22 1,978.21 0.00
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101‐336‐743 FOOD 7,532.00 0.00 3,750.00 3,750.00 0.00
101‐336‐745 MOTOR FUEL & LUBRICANTS 34,309.24 0.00 24,584.28 13,797.48 0.00
101‐336‐748 MEDICAL SUPPLIES 17,314.31 0.00 9,955.55 9,597.17 0.00
101‐336‐749 MISCELLANEOUS MATERIAL & SUPPLIES 24,868.47 0.00 9,251.55 6,151.47 0.00
101‐336‐751 OXYGEN,ACETYLENE & OTHER GASES 1,854.67 0.00 1,467.95 541.21 0.00
101‐336‐753 COMPUTER SUPPLIES 0.00 0.00 7,040.69 0.00 0.00
101‐336‐756 REPAIR SUPPLIES 10,640.29 0.00 8,212.37 2,523.46 0.00
101‐336‐758 BUILDING SUPPLIES 5,746.04 0.00 11,656.04 15.96 0.00
101‐336‐760 CUSTODIAL SUPPLIES 3,165.42 0.00 2,295.62 1,103.84 0.00
101‐336‐762 EQUIPMENT SUPPLIES 2,749.80 0.00 2,800.16 1,117.16 0.00
101‐336‐764 FIRE EQUIPMENT REPAIR SUPPLIES 52,989.83 0.00 44,410.56 13,778.44 0.00
101‐336‐767 SEEDING & PLANTING SUPPLIES 1,608.75 0.00 847.16 349.23 0.00
SUPPLIES 192,081.94 160,835.00 158,417.61 65,492.23 180,835.00
OTHER EXPENSES
101‐336‐778 BUDGETED OTHER EXPENSES 0.00 23,750.00 0.00 0.00 23,750.00
101‐336‐861 CONFERENCE, TRAINING AND TRAVEL 13,428.86 0.00 10,057.97 1,175.90 0.00
OTHER EXPENSES 13,428.86 23,750.00 10,057.97 1,175.90 23,750.00
CONTRACTUAL SERVICES
101‐336‐726 OTHER INSURANCE&BONDS 30,181.26 0.00 0.00 0.00 0.00
101‐336‐776 COPY MACHINE CHARGES 2,842.86 0.00 462.64 1,687.66 0.00
101‐336‐801 CONTRACTUAL SERVICES 40,349.69 174,620.00 19,704.04 21,673.45 174,620.00
101‐336‐809 MEDICAL SERVICES 6,353.60 0.00 58.50 6,353.60 0.00
101‐336‐810 PUBLIC RELATIONS 1,636.22 0.00 574.26 1,636.22 0.00
101‐336‐850 TELEPHONE 9,384.45 0.00 3,855.10 4,716.68 0.00
101‐336‐902 PRINTING 1,143.24 0.00 699.94 780.24 0.00
101‐336‐920 ELECTRICITY 11,093.87 0.00 5,136.23 5,211.78 0.00
101‐336‐921 HEAT 7,419.15 0.00 1,471.53 1,813.65 0.00
101‐336‐922 WATER & SEWER 3,518.72 0.00 2,534.57 2,595.52 0.00
101‐336‐944 VEHICLE RENTAL 24,962.04 0.00 17,163.52 12,481.02 0.00
101‐336‐959 PAYMENT TO OTHER GOVERNMENT 26,162.11 0.00 11,983.66 9,348.74 0.00
101‐336‐963 MISC. SERVICES & CHARGES 11,911.09 0.00 1,210.42 1,228.15 0.00
CONTRACTUAL SERVICES 176,958.30 174,620.00 64,854.41 69,526.71 174,620.00
CAPITAL OUTLAYS
101‐336‐971 BUDGETED CAPITAL OUTLAYS 0.00 30,780.00 2,169.06 0.00 30,780.00
101‐336‐977 EQUIPMENT PURCHASES 9,199.00 0.00 24,367.31 0.00 0.00
101‐336‐980 COMPUTER HARDWARE & SOFTWARE 4,881.75 0.00 59.99 112.55 0.00
101‐336‐981 COMMUNICATIONS EQUIPMENT 0.00 0.00 1,887.12 0.00 0.00
101‐336‐983 EQUIPMENT REPAIR 23,139.82 0.00 854.57 5,122.44 0.00
101‐336‐986 BUILDING REPAIR 3,500.25 0.00 5,720.45 475.80 0.00
CAPITAL OUTLAYS 40,720.82 30,780.00 35,058.50 5,710.79 30,780.00
OTHER FINANCING USES
101‐336‐991 PRINCIPAL EXP (CAPITAL LEASE) 197,462.34 0.00 133,545.31 65,084.75 0.00
101‐336‐993 INTEREST EXP. (CAPITAL LEASE) 17,592.66 0.00 9,824.69 6,600.25 0.00
101‐336‐995‐005900 BUDGETED OTHER FINANCING USES 0.00 286,740.00 0.00 0.00 286,740.00
OTHER FINANCING USES 215,055.00 286,740.00 143,370.00 71,685.00 286,740.00
Total Dept 336 ‐ FIRE DEPARTMENT 3,154,005.35 3,376,725.00 1,900,758.01 1,448,864.93 3,696,725.00
Dept 340 ‐ NEW CENTRAL FIRE STATION
Packet Page 243
SUPPLIES
101‐340‐767 SEEDING & PLANTING SUPPLIES 0.00 0.00 386.80 0.00 0.00
SUPPLIES 0.00 0.00 386.80 0.00 0.00
CONTRACTUAL SERVICES
101‐340‐801 CONTRACTUAL SERVICES 0.00 92,500.00 0.00 0.00 92,500.00
101‐340‐920 ELECTRICITY 69,942.90 0.00 36,434.04 31,771.57 0.00
101‐340‐921 HEAT 19,596.53 0.00 4,918.18 5,239.54 0.00
101‐340‐922 WATER & SEWER 5,883.69 0.00 3,800.27 3,435.21 0.00
CONTRACTUAL SERVICES 95,423.12 92,500.00 45,152.49 40,446.32 92,500.00
Total Dept 340 ‐ NEW CENTRAL FIRE STATION 95,423.12 92,500.00 45,539.29 40,446.32 92,500.00
Dept 387 ‐ FIRE INSPECTION SERVICES
SALARIES & BENEFITS
101‐387‐702 BUDGETED SALARIES & BENEFITS 0.00 208,654.00 0.00 0.00 208,654.00
101‐387‐703 SALARY PERMANENT 95,569.43 0.00 43,105.18 43,267.30 0.00
101‐387‐708 VACATION PAY 15,416.07 0.00 8,693.41 8,862.27 0.00
101‐387‐709 LONGEVITY PAY 1,800.00 0.00 1,050.00 900.00 0.00
101‐387‐710 PERSONAL & OTHER LEAVE 619.70 0.00 1,796.96 119.59 0.00
101‐387‐711 HOLIDAY PAY 6,085.03 0.00 3,156.88 3,105.52 0.00
101‐387‐712 RETIREE HEALTHCARE ‐ GENERAL 35,628.89 0.00 19,394.63 18,409.55 0.00
101‐387‐714 MERS RETIREMENT SYSTEM 4,576.72 0.00 2,530.54 2,320.08 0.00
101‐387‐717 HEALTH INSURANCE 31,118.30 0.00 13,598.69 19,012.00 0.00
101‐387‐718 LIFE INSURANCE 392.74 0.00 213.62 205.23 0.00
101‐387‐719 DENTAL INSURANCE 1,872.00 0.00 1,005.66 1,008.00 0.00
101‐387‐721 DISABILITY INSURANCE 439.98 0.00 240.95 229.04 0.00
101‐387‐722 SOCIAL SECURITY 8,406.46 0.00 4,617.47 4,307.61 0.00
101‐387‐723 WORKERS' COMPENSATION 683.86 0.00 345.39 352.01 0.00
101‐387‐724 UNEMPLOYMENT 134.90 0.00 0.00 0.00 0.00
SALARIES & BENEFITS 202,744.08 208,654.00 99,749.38 102,098.20 208,654.00
SUPPLIES
101‐387‐727 BUDGETED SUPPLIES 0.00 19,000.00 0.00 0.00 19,000.00
101‐387‐728 OFFICE SUPPLIES 871.44 0.00 537.00 599.44 0.00
101‐387‐731 POSTAGE 9,000.00 0.00 1,300.00 5,000.00 0.00
101‐387‐749 MISCELLANEOUS MATERIAL & SUPPLIES 3,603.25 0.00 0.00 0.00 0.00
SUPPLIES 13,474.69 19,000.00 1,837.00 5,599.44 19,000.00
OTHER EXPENSES
101‐387‐778 BUDGETED OTHER EXPENSES 0.00 2,850.00 0.00 0.00 2,850.00
OTHER EXPENSES 0.00 2,850.00 0.00 0.00 2,850.00
CONTRACTUAL SERVICES
101‐387‐776 COPY MACHINE CHARGES 5,417.63 0.00 2,204.52 2,520.14 0.00
101‐387‐801 CONTRACTUAL SERVICES 1,413,853.17 1,710,000.00 913,285.40 617,563.27 1,710,000.00
101‐387‐850 TELEPHONE 3,498.86 0.00 1,735.78 1,648.12 0.00
101‐387‐902 PRINTING 2,424.79 0.00 4,330.60 856.79 0.00
101‐387‐931 DEMOLITION (9,360.92) 0.00 (525.00) 0.00 0.00
101‐387‐932 BOARD UP'S 10,194.80 0.00 8,122.00 5,345.00 0.00
101‐387‐933 LOT MOWING 53,450.90 0.00 76,810.10 43,092.00 0.00
101‐387‐934 LOT CLEAN UP'S 31,835.00 0.00 68,869.85 18,768.10 0.00
101‐387‐944 VEHICLE RENTAL 0.00 0.00 1,089.00 0.00 0.00
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101‐387‐963 BANK CHARGES 3.18 0.00 0.00 3.18 0.00
CONTRACTUAL SERVICES 1,511,317.41 1,710,000.00 1,075,922.25 689,796.60 1,710,000.00
CAPITAL OUTLAYS
101‐387‐980 COMPUTER HARDWARE & SOFTWARE 416.26 0.00 0.00 0.00 0.00
CAPITAL OUTLAYS 416.26 0.00 0.00 0.00 0.00
Total Dept 387 ‐ FIRE INSPECTION SERVICES 1,727,952.44 1,940,504.00 1,177,508.63 797,494.24 1,940,504.00
Dept 446 ‐ HIGHWAY NONCHARGEABLE
SALARIES & BENEFITS
101‐446‐702 BUDGETED SALARIES & BENEFITS 0.00 40,106.00 0.00 0.00 40,106.00
101‐446‐703 SALARY PERMANENT 20,626.73 0.00 8,683.75 8,317.44 0.00
101‐446‐706 LEAD PERSON & SHIFT PREMIUM 0.00 0.00 1,316.00 0.00 0.00
101‐446‐707 OVERTIME 7,153.82 0.00 1,926.82 3,597.62 0.00
101‐446‐712 RETIREE HEALTHCARE ‐ GENERAL 1,049.30 0.00 352.08 637.69 0.00
101‐446‐714 MERS RETIREMENT SYSTEM 1,794.92 0.00 1,099.91 850.97 0.00
101‐446‐717 HEALTH INSURANCE 7,457.46 0.00 3,615.15 4,242.17 0.00
101‐446‐718 LIFE INSURANCE 45.24 0.00 24.53 22.50 0.00
101‐446‐719 DENTAL INSURANCE 492.58 0.00 248.82 282.81 0.00
101‐446‐721 DISABILITY INSURANCE 76.83 0.00 41.60 38.24 0.00
101‐446‐722 SOCIAL SECURITY 1,952.68 0.00 1,000.26 1,080.39 0.00
101‐446‐723 WORKERS' COMPENSATION 1,395.99 0.00 655.09 789.86 0.00
101‐446‐724 UNEMPLOYMENT 37.93 0.00 0.00 0.14 0.00
SALARIES & BENEFITS 42,083.48 40,106.00 18,964.01 19,859.83 40,106.00
SUPPLIES
101‐446‐727 BUDGETED SUPPLIES 0.00 8,170.00 0.00 0.00 8,170.00
101‐446‐737 IRRIGATION SUPPLIES 80.54 0.00 0.00 0.00 0.00
101‐446‐749 MISCELLANEOUS MATERIAL & SUPPLIES 14,513.80 0.00 0.00 5,931.00 0.00
101‐446‐765 ROAD MAINTENANCE SUPPLIES 0.00 0.00 1,775.00 0.00 0.00
101‐446‐767 SEEDING & PLANTING SUPPLIES 1,560.00 0.00 0.00 0.00 0.00
SUPPLIES 16,154.34 8,170.00 1,775.00 5,931.00 8,170.00
CONTRACTUAL SERVICES
101‐446‐801 CONTRACTUAL SERVICES 64,860.49 93,575.00 22,139.98 19,395.13 93,575.00
101‐446‐944 VEHICLE RENTAL 7,100.00 0.00 0.00 1,775.00 0.00
CONTRACTUAL SERVICES 71,960.49 93,575.00 22,139.98 21,170.13 93,575.00
Total Dept 446 ‐ HIGHWAY NONCHARGEABLE 130,198.31 141,851.00 42,878.99 46,960.96 141,851.00
Dept 448 ‐ STREET LIGHTING
CONTRACTUAL SERVICES
101‐448‐801 CONTRACTUAL SERVICES 23,030.78 350,000.00 4,728.56 6,254.00 350,000.00
101‐448‐923 STREET LIGHTING 333,942.53 0.00 141,579.04 151,904.75 0.00
CONTRACTUAL SERVICES 356,973.31 350,000.00 146,307.60 158,158.75 350,000.00
Total Dept 448 ‐ STREET LIGHTING 356,973.31 350,000.00 146,307.60 158,158.75 350,000.00
Dept 521 ‐ SANITATION
SALARIES & BENEFITS
101‐521‐702 BUDGETED SALARIES & BENEFITS 0.00 38,489.00 0.00 0.00 38,489.00
101‐521‐703 SALARY PERMANENT 22,688.77 0.00 8,797.19 9,120.61 0.00
Packet Page 245
101‐521‐707 OVERTIME 2,045.52 0.00 844.21 850.94 0.00
101‐521‐708 VACATION PAY 1,458.54 0.00 538.14 593.57 0.00
101‐521‐709 LONGEVITY PAY 299.99 0.00 149.99 150.00 0.00
101‐521‐710 PERSONAL & OTHER LEAVE 263.79 0.00 134.53 263.79 0.00
101‐521‐711 HOLIDAY PAY 1,502.63 0.00 914.80 1,276.64 0.00
101‐521‐712 RETIREE HEALTHCARE ‐ GENERAL 7,952.32 0.00 3,842.28 3,996.47 0.00
101‐521‐714 MERS RETIREMENT SYSTEM 80.40 0.00 82.36 15.11 0.00
101‐521‐717 HEALTH INSURANCE 2,433.02 0.00 1,173.00 1,126.06 0.00
101‐521‐718 LIFE INSURANCE 92.15 0.00 48.33 47.68 0.00
101‐521‐719 DENTAL INSURANCE 332.58 0.00 165.04 161.25 0.00
101‐521‐721 DISABILITY INSURANCE 91.37 0.00 47.30 45.33 0.00
101‐521‐722 SOCIAL SECURITY 2,010.62 0.00 1,025.01 990.86 0.00
101‐521‐723 WORKERS' COMPENSATION 682.03 0.00 307.06 292.60 0.00
101‐521‐724 UNEMPLOYMENT 17.20 0.00 0.00 0.00 0.00
SALARIES & BENEFITS 41,950.93 38,489.00 18,069.24 18,930.91 38,489.00
SUPPLIES
101‐521‐727 BUDGETED SUPPLIES 0.00 7,600.00 0.00 0.00 7,600.00
101‐521‐741 TOOLS 472.54 0.00 0.00 472.54 0.00
101‐521‐749 MISCELLANEOUS MATERIAL & SUPPLIES 57.95 0.00 788.58 32.95 0.00
SUPPLIES 530.49 7,600.00 788.58 505.49 7,600.00
OTHER EXPENSES
101‐521‐778 BUDGETED OTHER EXPENSES 240.00 0.00 0.00 240.00 0.00
OTHER EXPENSES 240.00 0.00 0.00 240.00 0.00
CONTRACTUAL SERVICES
101‐521‐801 CONTRACTUAL SERVICES 51,767.25 2,332,500.00 15,759.97 20,009.78 2,332,500.00
101‐521‐806 REFUSE COLLECTION 2,244,873.37 0.00 927,126.22 998,698.25 0.00
101‐521‐850 TELEPHONE 0.00 0.00 (14.99) (19.30) 0.00
101‐521‐902 PRINTING 2,083.21 0.00 0.00 2,083.21 0.00
101‐521‐920 ELECTRICITY 387.63 0.00 192.76 162.60 0.00
101‐521‐940 RENTAL OF BUILDINGS 2,352.96 0.00 1,600.50 1,176.48 0.00
CONTRACTUAL SERVICES 2,301,464.42 2,332,500.00 944,664.46 1,022,111.02 2,332,500.00
Total Dept 521 ‐ SANITATION 2,344,185.84 2,378,589.00 963,522.28 1,041,787.42 2,378,589.00
Dept 550 ‐ STORM WATER MANAGEMENT
SUPPLIES
101‐550‐900 PUBLICATIONS 0.00 0.00 780.00 0.00 0.00
SUPPLIES 0.00 0.00 780.00 0.00 0.00
CONTRACTUAL SERVICES
101‐550‐801 CONTRACTUAL SERVICES 22,232.61 28,500.00 19,159.81 6,198.66 28,500.00
CONTRACTUAL SERVICES 22,232.61 28,500.00 19,159.81 6,198.66 28,500.00
Total Dept 550 ‐ STORM WATER MANAGEMENT 22,232.61 28,500.00 19,939.81 6,198.66 28,500.00
Dept 567 ‐ CEMETERIES
SALARIES & BENEFITS
101‐567‐702 BUDGETED SALARIES & BENEFITS 0.00 183,170.00 0.00 0.00 140,000.00
101‐567‐703 SALARY PERMANENT 78,234.40 0.00 37,663.08 32,865.24 0.00
101‐567‐707 OVERTIME 5,182.74 0.00 1,828.92 2,185.04 0.00
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101‐567‐708 VACATION PAY 7,459.91 0.00 4,157.72 4,402.54 0.00
101‐567‐709 LONGEVITY PAY 300.00 0.00 337.50 150.00 0.00
101‐567‐710 PERSONAL & OTHER LEAVE 2,008.43 0.00 2,468.88 899.47 0.00
101‐567‐711 HOLIDAY PAY 3,030.67 0.00 1,391.07 1,722.15 0.00
101‐567‐712 RETIREE HEALTHCARE ‐ GENERAL 10,783.68 0.00 3,874.31 3,798.38 0.00
101‐567‐714 MERS RETIREMENT SYSTEM 5,279.87 0.00 3,344.41 2,985.22 0.00
101‐567‐717 HEALTH INSURANCE 21,926.30 0.00 13,240.98 10,842.16 0.00
101‐567‐718 LIFE INSURANCE 231.63 0.00 130.91 111.52 0.00
101‐567‐719 DENTAL INSURANCE 1,574.28 0.00 868.56 808.96 0.00
101‐567‐721 DISABILITY INSURANCE 346.54 0.00 191.80 166.03 0.00
101‐567‐722 SOCIAL SECURITY 6,916.03 0.00 3,725.96 3,289.11 0.00
101‐567‐723 WORKERS' COMPENSATION 4,226.82 0.00 1,975.05 1,925.49 0.00
101‐567‐724 UNEMPLOYMENT 121.77 0.00 0.00 0.00 0.00
SALARIES & BENEFITS 147,623.07 183,170.00 75,199.15 66,151.31 140,000.00
SUPPLIES
101‐567‐727 BUDGETED SUPPLIES 0.00 23,655.00 0.00 0.00 23,655.00
101‐567‐728 OFFICE SUPPLIES 0.00 0.00 179.00 0.00 0.00
101‐567‐730 PUBLICATIONS & MEMBERSHIPS 40.00 0.00 276.06 0.00 0.00
101‐567‐734 CLOTHING & UNIFORMS 510.98 0.00 612.96 0.00 0.00
101‐567‐737 IRRIGATION SUPPLIES 4,111.71 0.00 75.87 1,140.58 0.00
101‐567‐741 TOOLS 1,279.17 0.00 100.47 955.01 0.00
101‐567‐745 MOTOR FUEL & LUBRICANTS 1,314.62 0.00 1,968.07 1,314.62 0.00
101‐567‐749 MISCELLANEOUS MATERIAL & SUPPLIES 4,980.60 0.00 4,008.84 1,907.49 0.00
101‐567‐758 BUILDING SUPPLIES 970.00 0.00 152.50 970.00 0.00
101‐567‐760 CUSTODIAL SUPPLIES 2,972.15 0.00 97.17 1,644.27 0.00
101‐567‐762 EQUIPMENT SUPPLIES 3,054.39 0.00 7,918.98 1,967.61 0.00
101‐567‐767 SEEDING & PLANTING SUPPLIES 7,649.57 0.00 487.14 7,169.72 0.00
SUPPLIES 26,883.19 23,655.00 15,877.06 17,069.30 23,655.00
OTHER EXPENSES
101‐567‐778 BUDGETED OTHER EXPENSES 0.00 475.00 0.00 0.00 475.00
101‐567‐861 CONFERENCE, TRAINING AND TRAVEL 555.18 0.00 276.06 277.18 0.00
OTHER EXPENSES 555.18 475.00 276.06 277.18 475.00
CONTRACTUAL SERVICES
101‐567‐773 LAUNDRY & UNIFORM CLEANING 267.41 0.00 117.30 129.37 0.00
101‐567‐801 CONTRACTUAL SERVICES 164,430.92 337,725.00 106,066.47 106,229.83 337,725.00
101‐567‐809 MEDICAL SERVICES 25.50 0.00 0.00 25.50 0.00
101‐567‐920 ELECTRICITY 13,218.13 0.00 5,569.76 6,583.28 0.00
101‐567‐921 HEAT 5,157.46 0.00 1,209.37 1,011.97 0.00
101‐567‐922 WATER & SEWER 55,072.50 0.00 46,549.45 46,582.94 0.00
101‐567‐940 RENTAL OF BUILDINGS 19,257.00 0.00 12,904.98 9,628.50 0.00
101‐567‐944 VEHICLE RENTAL 49,925.04 0.00 33,536.54 24,962.52 0.00
CONTRACTUAL SERVICES 307,353.96 337,725.00 205,953.87 195,153.91 337,725.00
CAPITAL OUTLAYS
101‐567‐971 BUDGETED CAPITAL OUTLAYS 4,850.00 56,525.00 0.00 4,850.00 56,525.00
101‐567‐977 EQUIPMENT PURCHASES 22,215.20 0.00 1,084.89 11,250.44 0.00
101‐567‐983 EQUIPMENT REPAIR 34.51 0.00 2,399.17 34.51 0.00
CAPITAL OUTLAYS 27,099.71 56,525.00 3,484.06 16,134.95 56,525.00
Total Dept 567 ‐ CEMETERIES 509,515.11 601,550.00 300,790.20 294,786.65 558,380.00
Packet Page 247
Dept 701 ‐ PLANNING
SALARIES & BENEFITS
101‐701‐702 BUDGETED SALARIES & BENEFITS 0.00 430,116.00 0.00 0.00 430,116.00
101‐701‐703 SALARY PERMANENT 232,350.40 0.00 91,492.72 114,005.27 0.00
101‐701‐708 VACATION PAY 37,505.48 0.00 6,426.22 15,166.77 0.00
101‐701‐709 LONGEVITY PAY 637.52 0.00 450.00 225.01 0.00
101‐701‐710 PERSONAL & OTHER LEAVE 1,633.08 0.00 608.53 1,175.09 0.00
101‐701‐711 HOLIDAY PAY 11,270.31 0.00 5,424.10 6,269.98 0.00
101‐701‐712 RETIREE HEALTHCARE ‐ GENERAL 14,538.37 0.00 6,889.73 7,868.67 0.00
101‐701‐714 MERS RETIREMENT SYSTEM 25,516.97 0.00 10,400.88 13,367.49 0.00
101‐701‐717 HEALTH INSURANCE 35,463.64 0.00 10,560.42 21,028.72 0.00
101‐701‐718 LIFE INSURANCE 1,018.19 0.00 413.43 571.04 0.00
101‐701‐719 DENTAL INSURANCE 3,565.10 0.00 1,477.72 2,014.26 0.00
101‐701‐721 DISABILITY INSURANCE 886.73 0.00 375.66 495.27 0.00
101‐701‐722 SOCIAL SECURITY 20,626.41 0.00 8,539.50 10,729.89 0.00
101‐701‐723 WORKERS' COMPENSATION 1,200.75 0.00 562.41 630.37 0.00
101‐701‐724 UNEMPLOYMENT 298.61 0.00 35.35 0.00 0.00
SALARIES & BENEFITS 386,511.56 430,116.00 143,656.67 193,547.83 430,116.00
SUPPLIES
101‐701‐727 BUDGETED SUPPLIES 0.00 13,015.00 0.00 0.00 13,015.00
101‐701‐728 OFFICE SUPPLIES 1,623.32 0.00 1,061.28 317.98 0.00
101‐701‐730 PUBLICATIONS & MEMBERSHIPS 15,903.59 0.00 818.50 2,862.92 0.00
101‐701‐731 POSTAGE 8,485.35 0.00 3,516.89 6,773.26 0.00
101‐701‐749 MISCELLANEOUS MATERIAL & SUPPLIES 26,868.65 0.00 3,198.00 20,962.85 0.00
101‐701‐753 COMPUTER SUPPLIES 0.00 0.00 16.67 0.00 0.00
SUPPLIES 52,880.91 13,015.00 8,611.34 30,917.01 13,015.00
OTHER EXPENSES
101‐701‐778 BUDGETED OTHER EXPENSES 0.00 23,750.00 0.00 0.00 23,750.00
101‐701‐861 CONFERENCE, TRAINING AND TRAVEL 14,293.89 0.00 4,416.73 12,194.75 0.00
OTHER EXPENSES 14,293.89 23,750.00 4,416.73 12,194.75 23,750.00
CONTRACTUAL SERVICES
101‐701‐776 COPY MACHINE CHARGES 232.18 0.00 13.94 139.61 0.00
101‐701‐801 CONTRACTUAL SERVICES 53,128.88 85,500.00 78,546.28 12,029.75 85,500.00
101‐701‐850 TELEPHONE 2,843.89 0.00 1,887.50 1,377.85 0.00
101‐701‐902 PRINTING 293.70 0.00 74.50 77.40 0.00
101‐701‐903 ADVERTISING 13,722.34 0.00 3,778.65 7,362.87 0.00
101‐701‐920 ELECTRICITY 4,609.74 0.00 3,691.82 1,248.15 0.00
101‐701‐944 VEHICLE RENTAL 6,657.00 0.00 5,436.52 3,328.50 0.00
101‐701‐963 BANK CHARGES 1.29 0.00 0.00 1.29 0.00
CONTRACTUAL SERVICES 81,489.02 85,500.00 93,429.21 25,565.42 85,500.00
CAPITAL OUTLAYS
101‐701‐971 BUDGETED CAPITAL OUTLAYS 0.00 19,950.00 0.00 0.00 19,950.00
101‐701‐980 COMPUTER HARDWARE & SOFTWARE 6,830.22 0.00 12,713.57 1,831.84 0.00
101‐701‐985 OFFICE FURNITURE&EQUIPMENT REPAIR 185.00 0.00 4,131.87 0.00 0.00
CAPITAL OUTLAYS 7,015.22 19,950.00 16,845.44 1,831.84 19,950.00
Total Dept 701 ‐ PLANNING 542,190.60 572,331.00 266,959.39 264,056.85 572,331.00
Packet Page 248
Dept 707 ‐ NEIGHBORHOOD & CONSTRUCTION SERVICES
SUPPLIES
101‐707‐749 MISCELLANEOUS MATERIAL & SUPPLIES 0.00 0.00 0.00 0.00 70.00
SUPPLIES 0.00 0.00 0.00 0.00 70.00
CONTRACTUAL SERVICES
101‐707‐776 COPY MACHINE CHARGES 43.65 0.00 42.06 19.37 0.00
101‐707‐801 CONTRACTUAL SERVICES 165.45 0.00 0.00 0.00 32.00
101‐707‐850 TELEPHONE 126.84 0.00 62.64 38.08 0.00
101‐707‐934 LOT CLEAN UP'S 968.80 0.00 0.00 968.80 0.00
CONTRACTUAL SERVICES 1,304.74 0.00 104.70 1,026.25 32.00
CAPITAL OUTLAYS
101‐707‐980 COMPUTER HARDWARE & SOFTWARE 196.98 0.00 2,075.01 16.94 2,075.00
CAPITAL OUTLAYS 196.98 0.00 2,075.01 16.94 2,075.00
Total Dept 707 ‐ NEIGHBORHOOD & CONSTRUCTION SERVICES 1,501.72 0.00 2,179.71 1,043.19 2,177.00
Dept 757 ‐ MC GRAFT PARK
SALARIES & BENEFITS
101‐757‐702 BUDGETED SALARIES & BENEFITS 0.00 43,866.00 0.00 0.00 43,866.00
101‐757‐703 SALARY PERMANENT 19,292.74 0.00 7,089.17 17,082.45 0.00
101‐757‐707 OVERTIME 3,095.81 0.00 1,784.21 3,079.10 0.00
101‐757‐712 RETIREE HEALTHCARE ‐ GENERAL 1,019.96 0.00 185.65 973.15 0.00
101‐757‐714 MERS RETIREMENT SYSTEM 1,827.11 0.00 742.66 1,684.70 0.00
101‐757‐717 HEALTH INSURANCE 5,697.06 0.00 2,118.99 5,297.55 0.00
101‐757‐718 LIFE INSURANCE 49.24 0.00 16.87 45.19 0.00
101‐757‐719 DENTAL INSURANCE 485.49 0.00 178.86 449.58 0.00
101‐757‐721 DISABILITY INSURANCE 83.64 0.00 28.67 76.77 0.00
101‐757‐722 SOCIAL SECURITY 1,791.44 0.00 665.81 1,661.03 0.00
101‐757‐723 WORKERS' COMPENSATION 1,230.50 0.00 315.11 1,163.35 0.00
101‐757‐724 UNEMPLOYMENT 0.53 0.00 0.00 0.00 0.00
SALARIES & BENEFITS 34,573.52 43,866.00 13,126.00 31,512.87 43,866.00
SUPPLIES
101‐757‐727 BUDGETED SUPPLIES 0.00 7,030.00 0.00 0.00 25,000.00
101‐757‐735 PLAYGROUND & ATHLETIC SUPPLIES 0.00 0.00 10,134.00 0.00 0.00
101‐757‐749 MISCELLANEOUS MATERIAL & SUPPLIES 932.03 0.00 108.88 519.16 0.00
101‐757‐758 BUILDING SUPPLIES 1,829.76 0.00 2,557.33 693.76 0.00
101‐757‐760 CUSTODIAL SUPPLIES 3,293.50 0.00 0.00 3,293.50 0.00
101‐757‐765 ROAD MAINTENANCE SUPPLIES 3,574.25 0.00 0.00 3,574.25 0.00
101‐757‐767 SEEDING & PLANTING SUPPLIES 234.12 0.00 0.00 0.00 0.00
SUPPLIES 9,863.66 7,030.00 12,800.21 8,080.67 25,000.00
CONTRACTUAL SERVICES
101‐757‐801 CONTRACTUAL SERVICES 69,694.75 65,698.00 22,759.38 32,530.86 65,698.00
101‐757‐850 TELEPHONE 617.76 0.00 258.73 259.65 0.00
101‐757‐920 ELECTRICITY 8,423.88 0.00 3,215.74 5,353.60 0.00
101‐757‐921 HEAT 2,287.16 0.00 600.99 513.57 0.00
101‐757‐922 WATER & SEWER 39.60 0.00 16.48 37.62 0.00
101‐757‐940 RENTAL OF BUILDINGS 0.00 0.00 817.98 0.00 0.00
101‐757‐945 OTHER EQUIPMENT RENTAL 916.12 0.00 0.00 916.12 0.00
CONTRACTUAL SERVICES 81,979.27 65,698.00 27,669.30 39,611.42 65,698.00
Packet Page 249
CAPITAL OUTLAYS
101‐757‐971 BUDGETED CAPITAL OUTLAYS 16,371.05 42,750.00 0.00 16,371.05 42,750.00
101‐757‐986 BUILDING REPAIR 52.98 0.00 11,150.00 52.98 0.00
CAPITAL OUTLAYS 16,424.03 42,750.00 11,150.00 16,424.03 42,750.00
Total Dept 757 ‐ MC GRAFT PARK 142,840.48 159,344.00 64,745.51 95,628.99 177,314.00
Dept 770 ‐ PARKS MAINTENANCE
SALARIES & BENEFITS
101‐770‐702 BUDGETED SALARIES & BENEFITS 0.00 921,559.00 2,225.04 0.00 921,559.00
101‐770‐703 SALARY PERMANENT 457,078.06 0.00 214,971.65 204,064.60 0.00
101‐770‐706 LEAD PERSON & SHIFT PREMIUM 70.48 0.00 0.00 0.00 0.00
101‐770‐707 OVERTIME 16,706.95 0.00 10,132.16 9,193.26 0.00
101‐770‐708 VACATION PAY 68,326.87 0.00 18,605.32 43,572.56 0.00
101‐770‐709 LONGEVITY PAY 2,862.48 0.00 1,350.00 1,512.48 0.00
101‐770‐710 PERSONAL & OTHER LEAVE 11,037.34 0.00 6,203.42 6,549.47 0.00
101‐770‐711 HOLIDAY PAY 14,958.02 0.00 6,949.76 8,749.15 0.00
101‐770‐712 RETIREE HEALTHCARE ‐ GENERAL 56,921.59 0.00 23,500.88 32,184.49 0.00
101‐770‐714 MERS RETIREMENT SYSTEM 33,560.95 0.00 18,229.70 17,121.32 0.00
101‐770‐717 HEALTH INSURANCE 122,367.18 0.00 62,835.18 70,784.71 0.00
101‐770‐718 LIFE INSURANCE 1,373.02 0.00 703.96 730.62 0.00
101‐770‐719 DENTAL INSURANCE 9,891.39 0.00 4,976.00 5,447.79 0.00
101‐770‐721 DISABILITY INSURANCE 2,106.33 0.00 1,045.64 1,108.26 0.00
101‐770‐722 SOCIAL SECURITY 41,312.25 0.00 20,649.22 21,716.87 0.00
101‐770‐723 WORKERS' COMPENSATION 22,010.54 0.00 10,634.89 11,280.50 0.00
101‐770‐724 UNEMPLOYMENT 783.70 0.00 0.00 0.98 0.00
SALARIES & BENEFITS 861,367.15 921,559.00 403,012.82 434,017.06 921,559.00
SUPPLIES
101‐770‐727 BUDGETED SUPPLIES 0.00 162,640.00 0.00 0.00 162,640.00
101‐770‐728 OFFICE SUPPLIES 263.91 0.00 52.07 0.00 0.00
101‐770‐730 PUBLICATIONS & MEMBERSHIPS 883.00 0.00 1,978.00 383.00 0.00
101‐770‐731 POSTAGE 0.00 0.00 12.15 0.00 0.00
101‐770‐734 CLOTHING & UNIFORMS 3,554.61 0.00 1,097.32 561.78 0.00
101‐770‐735 PLAYGROUND & ATHLETIC SUPPLIES 17,557.06 0.00 (71.60) 16,035.81 0.00
101‐770‐737 IRRIGATION SUPPLIES 15,664.66 0.00 5,611.85 9,644.76 0.00
101‐770‐741 TOOLS 6,754.12 0.00 5,863.16 3,662.96 0.00
101‐770‐745 MOTOR FUEL & LUBRICANTS 1,200.36 0.00 0.00 770.70 0.00
101‐770‐747 LICENSES 993.50 0.00 351.81 564.00 0.00
101‐770‐748 MEDICAL SUPPLIES 43.80 0.00 (21.50) 43.80 0.00
101‐770‐749 MISCELLANEOUS MATERIAL & SUPPLIES 45,768.93 0.00 29,600.06 22,535.66 0.00
101‐770‐751 OXYGEN,ACETYLENE & OTHER GASES 1,202.09 0.00 155.52 129.63 0.00
101‐770‐753 COMPUTER SUPPLIES 79.56 0.00 69.29 0.00 0.00
101‐770‐756 REPAIR SUPPLIES 36,758.52 0.00 8,363.49 19,096.63 0.00
101‐770‐758 BUILDING SUPPLIES 12,584.11 0.00 11,152.31 2,468.23 0.00
101‐770‐760 CUSTODIAL SUPPLIES 26,892.63 0.00 17,313.32 10,174.96 0.00
101‐770‐762 EQUIPMENT SUPPLIES 2,944.94 0.00 7,553.56 185.00 0.00
101‐770‐765 ROAD MAINTENANCE SUPPLIES 905.00 0.00 1,356.79 0.00 0.00
101‐770‐767 SEEDING & PLANTING SUPPLIES 2,556.13 0.00 11,470.31 2,186.21 0.00
SUPPLIES 176,606.93 162,640.00 101,907.91 88,443.13 162,640.00
OTHER EXPENSES
Packet Page 250
101‐770‐778 BUDGETED OTHER EXPENSES 0.00 950.00 0.00 0.00 950.00
101‐770‐861 CONFERENCE, TRAINING AND TRAVEL 450.00 0.00 0.00 450.00 0.00
OTHER EXPENSES 450.00 950.00 0.00 450.00 950.00
CONTRACTUAL SERVICES
101‐770‐773 LAUNDRY & UNIFORM CLEANING 1,603.01 0.00 573.85 760.20 0.00
101‐770‐801 CONTRACTUAL SERVICES 585,660.59 1,230,684.00 282,723.07 287,036.12 1,230,684.00
101‐770‐806 REFUSE COLLECTION 0.00 0.00 426.35 0.00 0.00
101‐770‐809 MEDICAL SERVICES 405.50 0.00 208.26 310.50 0.00
101‐770‐810 ENGINEERING SERVICES 1,873.29 0.00 0.00 1,167.29 0.00
101‐770‐850 TELEPHONE 5,648.19 0.00 1,504.76 2,185.78 0.00
101‐770‐920 ELECTRICITY 76,915.87 0.00 36,300.78 (11,015.60) 0.00
101‐770‐921 HEAT 6,147.59 0.00 1,193.54 1,465.94 0.00
101‐770‐922 WATER & SEWER 247,069.50 0.00 77,856.32 215,025.04 0.00
101‐770‐923 STREET LIGHTING 0.00 0.00 3,206.19 0.00 0.00
101‐770‐940 RENTAL OF BUILDINGS 143,889.00 0.00 98,356.02 71,944.50 0.00
101‐770‐944 VEHICLE RENTAL 249,623.04 0.00 159,530.23 124,811.52 0.00
101‐770‐945 OTHER EQUIPMENT RENTAL 14,454.24 0.00 9,348.37 1,409.83 0.00
101‐770‐958 CREDIT CARD FEES ‐ ACTIVENET 4,515.25 0.00 1,664.61 1,929.52 0.00
CONTRACTUAL SERVICES 1,337,805.07 1,230,684.00 672,892.35 697,030.64 1,230,684.00
CAPITAL OUTLAYS
101‐770‐971 BUDGETED CAPITAL OUTLAYS 1,292.54 54,150.00 19,992.00 1,292.54 54,150.00
101‐770‐973 LAND IMPROVEMENTS 55,755.00 0.00 9,400.00 55,755.00 0.00
101‐770‐977 EQUIPMENT PURCHASES 27,281.17 0.00 645.87 2,494.51 0.00
101‐770‐980 COMPUTER HARDWARE & SOFTWARE 8,250.35 0.00 178.17 8,194.41 0.00
101‐770‐983 EQUIPMENT REPAIR 13,193.78 0.00 7,651.72 3,962.33 0.00
101‐770‐986 BUILDING REPAIR 187.46 0.00 1,045.41 143.17 0.00
CAPITAL OUTLAYS 105,960.30 54,150.00 38,913.17 71,841.96 54,150.00
Total Dept 770 ‐ PARKS MAINTENANCE 2,482,189.45 2,369,983.00 1,216,726.25 1,291,782.79 2,369,983.00
Dept 771 ‐ FORESTRY
SALARIES & BENEFITS
101‐771‐722 SOCIAL SECURITY (0.28) 0.00 0.00 (0.28) 0.00
SALARIES & BENEFITS (0.28) 0.00 0.00 (0.28) 0.00
SUPPLIES
101‐771‐727 BUDGETED SUPPLIES 0.00 2,375.00 0.00 0.00 2,375.00
101‐771‐741 TOOLS 36.06 0.00 0.00 36.06 0.00
101‐771‐749 MISCELLANEOUS MATERIAL & SUPPLIES 1,256.68 0.00 3,254.27 468.58 0.00
101‐771‐762 EQUIPMENT SUPPLIES 1,661.64 0.00 401.21 198.19 0.00
101‐771‐767 SEEDING & PLANTING SUPPLIES 1,472.35 0.00 0.00 121.20 0.00
SUPPLIES 4,426.73 2,375.00 3,655.48 824.03 2,375.00
CONTRACTUAL SERVICES
101‐771‐801 CONTRACTUAL SERVICES 77,075.00 71,250.00 10,000.00 0.00 20,000.00
CONTRACTUAL SERVICES 77,075.00 71,250.00 10,000.00 0.00 20,000.00
Total Dept 771 ‐ FORESTRY 81,501.45 73,625.00 13,655.48 823.75 22,375.00
Dept 772 ‐ PAID BEACH PARKING
SALARIES & BENEFITS
Packet Page 251
101‐772‐702 BUDGETED SALARIES & BENEFITS 0.00 265,000.00 0.00 0.00 265,000.00
101‐772‐703 SALARY PERMANENT 1,191.45 0.00 75,488.82 924.25 0.00
101‐772‐707 OVERTIME 1,917.47 0.00 1,825.61 1,407.19 0.00
101‐772‐708 VACATION PAY 0.00 0.00 9,107.75 0.00 0.00
101‐772‐709 LONGEVITY PAY 0.00 0.00 750.00 0.00 0.00
101‐772‐710 PERSONAL & OTHER LEAVE 16.09 0.00 1,357.46 16.09 0.00
101‐772‐711 HOLIDAY PAY 29.11 0.00 3,749.82 29.11 0.00
101‐772‐712 RETIREE HEALTHCARE ‐ GENERAL 164.90 0.00 4,450.66 88.35 0.00
101‐772‐714 MERS RETIREMENT SYSTEM 341.51 0.00 2,089.88 274.21 0.00
101‐772‐717 HEALTH INSURANCE 1,268.10 0.00 10,723.51 1,034.13 0.00
101‐772‐718 LIFE INSURANCE 6.79 0.00 73.66 6.19 0.00
101‐772‐719 DENTAL INSURANCE 78.93 0.00 706.17 65.32 0.00
101‐772‐721 DISABILITY INSURANCE 6.95 0.00 118.44 5.93 0.00
101‐772‐722 SOCIAL SECURITY 271.12 0.00 2,603.32 216.11 0.00
101‐772‐723 WORKERS' COMPENSATION 58.12 0.00 2,420.78 37.01 0.00
101‐772‐724 UNEMPLOYMENT 3.10 0.00 0.00 0.00 0.00
SALARIES & BENEFITS 5,353.64 265,000.00 115,465.88 4,103.89 265,000.00
SUPPLIES
101‐772‐727 BUDGETED SUPPLIES 0.00 760.00 0.00 0.00 760.00
101‐772‐734 CLOTHING & UNIFORMS 0.00 0.00 3,548.63 0.00 0.00
101‐772‐749 MISCELLANEOUS MATERIAL & SUPPLIES 255.90 0.00 226.65 255.90 0.00
101‐772‐756 REPAIR SUPPLIES 69.96 0.00 0.00 0.00 0.00
SUPPLIES 325.86 760.00 3,775.28 255.90 760.00
CONTRACTUAL SERVICES
101‐772‐801 CONTRACTUAL SERVICES 59,515.60 42,560.00 46,489.97 5,639.89 42,560.00
101‐772‐850 TELEPHONE 0.00 0.00 (75.60) (6.50) 0.00
101‐772‐920 ELECTRICITY 2,666.50 0.00 1,145.69 1,283.61 0.00
101‐772‐963 BANK CHARGES 32,660.11 0.00 19,921.56 21,864.33 0.00
CONTRACTUAL SERVICES 94,842.21 42,560.00 67,481.62 28,781.33 42,560.00
Total Dept 772 ‐ PAID BEACH PARKING 100,521.71 308,320.00 186,722.78 33,141.12 308,320.00
Dept 773 ‐ SOCIAL DISTRICT
SALARIES & BENEFITS
101‐773‐703 SALARY PERMANENT 0.00 0.00 757.74 0.00 0.00
101‐773‐712 RETIREE HEALTHCARE ‐ GENERAL 0.00 0.00 15.16 0.00 0.00
101‐773‐714 MERS RETIREMENT SYSTEM 0.00 0.00 60.61 0.00 0.00
101‐773‐717 HEALTH INSURANCE 0.00 0.00 91.03 0.00 0.00
101‐773‐718 LIFE INSURANCE 0.00 0.00 1.71 0.00 0.00
101‐773‐719 DENTAL INSURANCE 0.00 0.00 14.96 0.00 0.00
101‐773‐721 DISABILITY INSURANCE 0.00 0.00 2.90 0.00 0.00
101‐773‐722 SOCIAL SECURITY 0.00 0.00 55.49 0.00 0.00
101‐773‐723 WORKERS' COMPENSATION 0.00 0.00 27.48 0.00 0.00
SALARIES & BENEFITS 0.00 0.00 1,027.08 0.00 0.00
SUPPLIES
101‐773‐728 OFFICE SUPPLIES 177.74 12,000.00 0.00 (6,099.26) 12,000.00
SUPPLIES 177.74 12,000.00 0.00 (6,099.26) 12,000.00
CONTRACTUAL SERVICES
101‐773‐801 CONTRACTUAL SERVICES 26,727.52 44,386.00 28,132.79 14,250.05 44,386.00
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CONTRACTUAL SERVICES 26,727.52 44,386.00 28,132.79 14,250.05 44,386.00
CAPITAL OUTLAYS
101‐773‐971 BUDGETED CAPITAL OUTLAYS 0.00 14,250.00 0.00 0.00 14,250.00
CAPITAL OUTLAYS 0.00 14,250.00 0.00 0.00 14,250.00
Total Dept 773 ‐ SOCIAL DISTRICT 26,905.26 70,636.00 29,159.87 8,150.79 70,636.00
Dept 775 ‐ GENERAL RECREATION
CONTRACTUAL SERVICES
101‐775‐801 CONTRACTUAL SERVICES 5,340.00 0.00 0.00 5,000.00 0.00
101‐775‐810 PUBLIC RELATIONS 141.75 0.00 0.00 0.00 0.00
CONTRACTUAL SERVICES 5,481.75 0.00 0.00 5,000.00 0.00
Total Dept 775 ‐ GENERAL RECREATION 5,481.75 0.00 0.00 5,000.00 0.00
Dept 805 ‐ L C WALKER ADMINISTRATION
CONTRACTUAL SERVICES
101‐805‐726 OTHER INSURANCE&BONDS 8,176.08 0.00 0.00 0.00 0.00
101‐805‐801 CONTRACTUAL SERVICES 19.53 0.00 0.00 10.96 0.00
CONTRACTUAL SERVICES 8,195.61 0.00 0.00 10.96 0.00
Total Dept 805 ‐ L C WALKER ADMINISTRATION 8,195.61 0.00 0.00 10.96 0.00
Dept 808 ‐ FARMERS & FLEA MARKET
SALARIES & BENEFITS
101‐808‐722 SOCIAL SECURITY 0.00 0.00 0.00 (0.05) 0.00
SALARIES & BENEFITS 0.00 0.00 0.00 (0.05) 0.00
Total Dept 808 ‐ FARMERS & FLEA MARKET 0.00 0.00 0.00 (0.05) 0.00
Dept 810 ‐ FARMERS MARKETS EBT PROGRAM
CONTRACTUAL SERVICES
101‐810‐801 CONTRACTUAL SERVICES 41.26 0.00 0.00 0.00 0.00
CONTRACTUAL SERVICES 41.26 0.00 0.00 0.00 0.00
Total Dept 810 ‐ FARMERS MARKETS EBT PROGRAM 41.26 0.00 0.00 0.00 0.00
Dept 901 ‐ ADA PROJECT
SALARIES & BENEFITS
101‐901‐703‐091116 SALARY PERMANENT 145.93 0.00 0.00 145.93 0.00
101‐901‐712‐091116 RETIREE HEALTHCARE ‐ GENERAL 4.17 0.00 0.00 4.17 0.00
101‐901‐714‐091116 MERS RETIREMENT SYSTEM 16.69 0.00 0.00 16.69 0.00
101‐901‐717‐091116 HEALTH INSURANCE 35.58 0.00 0.00 35.58 0.00
101‐901‐718‐091116 LIFE INSURANCE 0.47 0.00 0.00 0.47 0.00
101‐901‐719‐091116 DENTAL INSURANCE 4.22 0.00 0.00 4.22 0.00
101‐901‐721‐091116 DISABILITY INSURANCE 0.79 0.00 0.00 0.79 0.00
101‐901‐722‐091116 SOCIAL SECURITY 11.72 0.00 0.00 11.72 0.00
101‐901‐723‐091116 WORKERS' COMPENSATION 14.77 0.00 0.00 14.77 0.00
SALARIES & BENEFITS 234.34 0.00 0.00 234.34 0.00
CONTRACTUAL SERVICES
101‐901‐801 CONTRACTUAL SERVICES 2,511,586.83 3,255,000.00 204,160.95 885,051.69 2,791,585.00
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CONTRACTUAL SERVICES 2,511,586.83 3,255,000.00 204,160.95 885,051.69 2,791,585.00
CAPITAL OUTLAYS
101‐901‐971 BUDGETED CAPITAL OUTLAYS 0.00 150,000.00 0.00 0.00 150,000.00
101‐901‐977 EQUIPMENT PURCHASES 1,373,689.63 0.00 0.00 1,373,689.63 0.00
101‐901‐982‐092048 BUILDING PURCHASES&CONSTRUCTION 772,732.21 0.00 0.00 289,176.16 0.00
101‐901‐982‐092112 BUILDING PURCHASES&CONSTRUCTION 0.00 0.00 2,957,451.31 0.00 578,415.00
101‐901‐982‐092114 BUILDING PURCHASES&CONSTRUCTION 4,435.00 148,000.00 68,473.79 0.00 148,000.00
101‐901‐986‐092019 BUILDING REPAIR 0.00 100,000.00 0.00 0.00 100,000.00
CAPITAL OUTLAYS 2,150,856.84 398,000.00 3,025,925.10 1,662,865.79 976,415.00
Total Dept 901 ‐ CAPITAL OUTLAYS 4,662,678.01 3,653,000.00 3,230,086.05 2,548,151.82 3,768,000.00
Dept 906 ‐ DEBT SERVICE
CONTRACTUAL SERVICES
101‐906‐956 PAYING AGENT FEES/CONTRIBUTIONS 750.00 0.00 0.00 0.00 0.00
CONTRACTUAL SERVICES 750.00 0.00 0.00 0.00 0.00
OTHER FINANCING USES
101‐906‐992 PRINCIPAL EXP (BONDS) 710,000.00 0.00 720,000.00 710,000.00 0.00
101‐906‐994 INTEREST EXPENSE (BONDS) 372,428.29 0.00 180,367.50 191,648.87 0.00
101‐906‐995‐005900 BUDGETED OTHER FINANCING USES 0.00 1,069,246.00 0.00 0.00 1,069,246.00
101‐906‐996 BOND ISSUANCE COSTS 1,000.00 0.00 0.00 1,000.00 0.00
OTHER FINANCING USES 1,083,428.29 1,069,246.00 900,367.50 902,648.87 1,069,246.00
Total Dept 906 ‐ DEBT SERVICE 1,084,178.29 1,069,246.00 900,367.50 902,648.87 1,069,246.00
Dept 999 ‐ TRANSFERS TO OTHER FUNDS
OTHER FINANCING USES
101‐999‐995 OPERATING TRANSFER OUT 4,298,250.18 1,075,000.00 100,000.02 100,000.02 2,110,000.00
OTHER FINANCING USES 4,298,250.18 1,075,000.00 100,000.02 100,000.02 2,110,000.00
Total Dept 999 ‐ TRANSFERS TO OTHER FUNDS 4,298,250.18 1,075,000.00 100,000.02 100,000.02 2,110,000.00
TOTAL EXPENDITURES 41,750,659.54 38,218,591.00 20,601,917.90 18,464,853.24 38,983,407.00
Fund 101 ‐ GENERAL:
TOTAL REVENUES 41,314,191.88 38,221,838.00 13,275,426.85 11,451,042.71 43,189,485.12
TOTAL EXPENDITURES 41,750,659.54 38,218,591.00 20,601,917.90 18,464,853.24 40,105,451.31
NET OF REVENUES & EXPENDITURES (436,467.66) 3,247.00 (7,326,491.05) (7,013,810.53) 3,084,033.81
Packet Page 254
BUDGET REPORT FOR CITY OF MUSKEGON
ADDITIONAL DETAIL GENERAL FUND
Actual 2021‐ Original Budget Actual FY2022‐2023 2nd
Agency 2022 FY2022‐23 12/31/2022 Amended Quarter Budget
Muskegon Area Transit (MATS) 141,468 141,468 35,637 141,468
Muskegon Area Transit (MATS) Micro Transit 71,745 71,117 17,667 71,117
Muskegon Beautification Award 24,000 24,000
Neighborhood Association Grants 225,760 150,000 150,000
YMCA 25,000 ‐ ‐
Boys & Girls Club 80,000 80,000 80,000
Muskegon Public Schools Youth Recreation 20,000 20,000
Port City Football 5,000 5,000 5,000
Muskegon Area First ‐ ‐
Veterans Memorial Day Costs 4,627 7,000 ‐ 7,000
Downtown Muskegon Now ‐ ‐ ‐
West Michigan Lake Hawks 4,500 ‐ 4,500
Lakeside Business District 2,500 2,500
Latinos Working for the Future ‐ ‐ ‐
community Encompass 3rd Street Mural ‐ ‐ ‐
Cogic Community Center ‐
211 Service 2,500 2,500 2,500
Harmony Park ‐ Rotary
Muskegon Museum of Art Expansion
Community Foundation DEI Taskforce 25,000 25,000
Muskegon Beautification Award 4,500
Public Art Hubert Massey Mural
MLK Diversity Program 2,000 2,200 2,200 2,200
Muskegon Area Loabor Management (MALMC) ‐
Black Business Expo 2,400
Steelhead Scuplture ‐
Support to Outside Agencies 565,000 535,285 55,504 ‐ 535,285
Actual 2021‐ Original Budget Actual FY2022‐2023 2nd
Fund 2022 FY2022‐23 12/31/2022 Amended Quarter Budget
Major Street Fund ‐
‐
Local Street Fund 100,000 235,000 285,000 285,000
Farmers Market Fund 40,000 50,000 50,000 50,000
Mercy Health Arena Fund 815,000 ‐ ‐ ‐
LDFA Debt Service Fund ( Smartzone) 200,000 200,000 100,000 200,000 200,000
DDA Debt Service Fund ‐ ‐ ‐ ‐
Public Improvement Fund 50,000 50,000 50,000 50,000
Tree Replacement Fund 2,500
State Grants Fund 90,750
Arena 350,000 350,000
Marina ‐ 450,000
Community Development Block Grant Fund
Public Service Building 400,000 500,000 500,000 500,000
Engineering Services Fund 40,000 40,000 225,000
Budget Stabilization 100,000
Convention Center Fund 2,500,000 ‐ ‐
4,298,250 1,075,000 100,000 1,475,000 2,110,000
Packet Page 255
02/14/2023 REVENUE AND EXPENDITURE REPORT FOR CITY OF MUSKEGON
PERIOD ENDING 12/31/2022
% Fiscal Year Completed: 50.41
CITY OF MUSKEGON
MONTHLY BUDGET SUMMARY REPORT
2022‐23
END BALANCE ORIGINAL 2022‐23 YTD BALANCE YTD BALANCE 2022‐23
GL NUMBER DESCRIPTION 06/30/2022 BUDGET AMENDED BUDGET 12/31/2022 12/31/2021 AMENDED BUDGET
Fund 254 ‐ MERCY HEALTH ARENA
Revenues
Dept 000
FEDERAL GRANTS
254‐000‐502 FEDERAL GRANTS 625,497.92 0.00 0.00 0.00 625,497.92 0.00
FEDERAL GRANTS 625,497.92 0.00 0.00 0.00 625,497.92 0.00
CHARGES FOR SERVICE
254‐000‐613‐004691 EVENT REVENUE 560,849.91 20,000.00 550,000.00 127,844.43 231,926.82 420,000.00
254‐000‐613‐004692 ARENA MAINTENANCE CHARGE 860,780.09 0.00 0.00 0.00 0.00 0.00
254‐000‐613‐004695 SHOP RENTAL 0.00 2,000.00 2,000.00 0.00 0.00 2,000.00
254‐000‐613‐004696 CONCESSION NON ALCHOLIC 60,860.49 0.00 12,696.00 30,822.69 5,404.72 80,000.00
254‐000‐613‐004699 FOOD HUB 0.00 72,500.00 72,500.00 8,021.76 0.00 25,000.00
254‐000‐614‐004630 CARLISLES 4,412.15 185,000.00 185,000.00 47,169.09 0.00 90,000.00
254‐000‐614‐004639 RAD DADS 271,468.02 250,000.00 250,000.00 127,486.62 131,373.89 250,000.00
254‐000‐614‐004640 TICKET SURCHARGE 34,484.16 480,000.00 20,000.00 13,545.46 7,656.25 35,000.00
254‐000‐614‐004646 CONCESSIONS FOOD 88,202.44 0.00 1,203.00 28,946.80 16,214.52 90,000.00
254‐000‐614‐004697 ALCOHOLIC BEVERAGE 209,759.92 0.00 6,767.00 52,418.24 24,461.05 200,000.00
254‐000‐614‐004698 FLOOR RENTAL 250,700.24 250,000.00 260,000.00 113,643.00 23,638.24 260,000.00
254‐000‐620‐004619 MISC. SALES AND SERVICES 6,190.07 3,000.00 3,000.00 2,734.66 1,212.46 5,000.00
254‐000‐626‐004666 PARKING LOT RENTAL ‐ WESTERN AVEN 45,266.00 36,000.00 36,000.00 11,935.50 17,900.00 30,000.00
254‐000‐632 ANNEX REVENUE 42,282.50 117,000.00 42,000.00 28,670.00 31,695.00 42,000.00
254‐000‐642‐004652 SALES & SERVICE 550.00 0.00 0.00 1,185.05 550.00 0.00
254‐000‐667‐004667 PARKING LOT RENTAL ‐ SHORELINE 16,967.50 15,000.00 15,000.00 520.00 8,494.50 3,000.00
254‐000‐667‐004677 RENT 88,739.99 100,000.00 100,000.00 106,245.26 91,631.75 175,000.00
254‐000‐671 ADVERTISING REVENUE 139,687.94 225,000.00 140,000.00 102,000.00 106,000.00 140,000.00
CHARGES FOR SERVICE 2,681,201.42 1,755,500.00 1,696,166.00 803,188.56 698,159.20 1,847,000.00
FINES & PENALTIES
254‐000‐657‐004802 REIMB:SERVICES RENDERED 2,366.02 0.00 0.00 11,079.00 0.00 11,000.00
254‐000‐665‐004970 INTEREST INCOME 79,781.75 0.00 3,097.00 7,640.06 340.20 7,600.00
FINES & PENALTIES 82,147.77 0.00 3,097.00 18,719.06 340.20 18,600.00
CONTRIBUTIONS & MISCELLANEOUS
254‐000‐677‐004808 SALE OF PROPERTY AND EQUIPMENT 0.00 10,000.00 0.00 0.00 0.00 0.00
CONTRIBUTIONS & MISCELLANEOUS 0.00 10,000.00 0.00 0.00 0.00 0.00
LICENSES & PERMITS
254‐000‐684‐004800 MISC. & SUNDRY 14,904.31 5,000.00 38,570.00 35,789.80 652.24 40,000.00
Packet Page 256
LICENSES & PERMITS 14,904.31 5,000.00 38,570.00 35,789.80 652.24 40,000.00
INTEREST & OPERATING TRANSFERS
254‐000‐699‐100000 OP. TRANS FROM GENERAL FUND 865,000.00 0.00 350,000.00 0.00 0.00 350,000.00
254‐000‐699‐400000 OP. TRANS FROM CAPITAL PROJECTS 0.00 450,000.00 450,000.00 28,767.74 0.00 450,000.00
INTEREST & OPERATING TRANSFERS 865,000.00 450,000.00 800,000.00 28,767.74 0.00 800,000.00
Total Dept 000 4,268,751.42 2,220,500.00 2,537,833.00 886,465.16 1,324,649.56 2,705,600.00
TOTAL REVENUES 4,268,751.42 2,220,500.00 2,537,833.00 886,465.16 1,324,649.56 2,705,600.00
Expenditures
Dept 806 ‐ MERCY HEALTH ARENA
SALARIES & BENEFITS
254‐806‐702 BUDGETED SALARIES & BENEFITS 0.00 418,301.00 418,301.00 0.00 0.00 418,301.00
254‐806‐703 SALARY PERMANENT 274,351.51 0.00 0.00 131,670.01 125,180.59 0.00
254‐806‐707 OVERTIME 14,229.88 0.00 0.00 4,304.78 9,640.46 0.00
254‐806‐708 VACATION PAY 5,989.90 0.00 0.00 13,595.93 852.48 0.00
254‐806‐709 LONGEVITY PAY 0.00 0.00 0.00 37.51 0.00 0.00
254‐806‐710 PERSONAL & OTHER LEAVE 974.09 0.00 0.00 978.64 653.73 0.00
254‐806‐711 HOLIDAY PAY 8,503.62 0.00 0.00 4,538.86 5,002.37 0.00
254‐806‐712 RETIREE HEALTHCARE ‐ GENERAL 18,370.63 0.00 0.00 4,709.93 13,800.37 0.00
254‐806‐714 MERS RETIREMENT SYSTEM 20,643.34 0.00 0.00 13,765.71 9,345.00 0.00
254‐806‐717 HEALTH INSURANCE 37,909.37 0.00 0.00 19,564.23 24,099.43 0.00
254‐806‐718 LIFE INSURANCE 1,125.40 0.00 0.00 648.24 584.27 0.00
254‐806‐719 DENTAL INSURANCE 4,972.28 0.00 0.00 2,818.27 2,669.25 0.00
254‐806‐721 DISABILITY INSURANCE 922.29 0.00 0.00 550.23 484.87 0.00
254‐806‐722 SOCIAL SECURITY 21,904.33 0.00 0.00 12,717.69 11,182.57 0.00
254‐806‐723 WORKERS' COMPENSATION 8,337.70 0.00 0.00 4,726.45 4,106.37 0.00
254‐806‐724 UNEMPLOYMENT 486.25 0.00 0.00 0.00 4.80 0.00
SALARIES & BENEFITS 418,720.59 418,301.00 418,301.00 214,626.48 207,606.56 418,301.00
CONTRACTUAL SERVICES
254‐806‐726 OTHER INSURANCE&BONDS 5,654.00 0.00 0.00 0.00 3,667.00 0.00
254‐806‐774 ANNEX EXPENSES 65,740.94 0.00 0.00 32,193.82 29,752.10 0.00
254‐806‐775 OPERATIONAL EXPENSE 15,084.53 0.00 0.00 21,218.41 8,186.45 0.00
254‐806‐776 COPY MACHINE CHARGES 212.16 0.00 0.00 88.40 88.40 0.00
254‐806‐801 OUTSIDE CONTRACTS 145,499.29 800,000.00 800,000.00 111,515.50 33,040.57 1,100,000.00
254‐806‐804 COMPUTER SERVICES 30,359.81 0.00 0.00 3,554.61 14,358.23 0.00
254‐806‐806 REFUSE COLLECTION 12,827.61 0.00 0.00 12,387.00 5,774.32 0.00
254‐806‐807 PEST CONTROL 903.00 0.00 0.00 570.00 570.00 0.00
254‐806‐850 TELEPHONE 7,619.16 0.00 0.00 2,367.03 4,389.98 0.00
254‐806‐903 ADVERTISING 139.18 0.00 0.00 0.00 139.18 0.00
254‐806‐920 ELECTRICITY 222,483.12 0.00 0.00 86,676.09 84,609.21 0.00
254‐806‐921 HEAT 76,283.40 0.00 0.00 37,068.81 31,868.74 0.00
254‐806‐922 WATER & SEWER 31,467.93 0.00 0.00 26,921.34 10,441.13 0.00
254‐806‐924 CABLE/INTERNET SERVICES 8,497.55 0.00 0.00 13,184.99 1,609.96 0.00
254‐806‐945 OTHER EQUIPMENT RENTAL 5,242.75 0.00 0.00 625.00 4,642.75 0.00
254‐806‐958 CREDIT CARD FEES ‐ ACTIVENET 535.29 0.00 0.00 0.00 4.05 0.00
Packet Page 257
254‐806‐962 SETTLEMENTS 656,542.91 0.00 0.00 167,538.28 192,137.54 0.00
254‐806‐963 REFUNDS/RESALES 16,214.72 0.00 0.00 7,966.82 4,248.97 0.00
CONTRACTUAL SERVICES 1,301,307.35 800,000.00 800,000.00 523,876.10 429,528.58 1,100,000.00
SUPPLIES
254‐806‐727 BUDGETED SUPPLIES 0.00 230,000.00 230,000.00 0.00 0.00 380,000.00
254‐806‐728 OFFICE SUPPLIES 708.87 0.00 0.00 235.33 45.21 0.00
254‐806‐736 CONCESSION DISPOSABLE 0.00 0.00 0.00 8,730.53 0.00 0.00
254‐806‐738 WINE 4,072.56 0.00 0.00 1,259.60 1,449.20 0.00
254‐806‐740 LIQUOR 10,533.88 0.00 0.00 9,111.91 5,411.22 0.00
254‐806‐742 BEER 32,873.16 0.00 0.00 18,267.87 9,378.20 0.00
254‐806‐743 FOOD & BEVERAGES 8,509.11 0.00 0.00 27,551.24 998.64 0.00
254‐806‐744 RAD DAD'S ALCOHOL 237,979.61 0.00 0.00 89,790.64 114,167.20 0.00
254‐806‐746 BEVERAGE 15,270.66 0.00 0.00 436.63 5,904.83 0.00
254‐806‐747 LICENSES 38,050.00 0.00 0.00 397.36 40.00 0.00
254‐806‐749 MISCELLANEOUS MATERIAL & SUPPLIE 5,610.66 0.00 0.00 1,500.00 4,545.70 0.00
254‐806‐751 OXYGEN,ACETYLENE & OTHER GASES 16,664.14 0.00 0.00 7,760.51 6,610.88 0.00
254‐806‐753 COMPUTER SUPPLIES 106.34 0.00 0.00 3,545.13 85.91 0.00
254‐806‐759 CONCESSION SUPPLIES 19,107.19 0.00 0.00 3,719.13 370.47 0.00
254‐806‐760 CUSTODIAL SUPPLIES 16,010.62 0.00 0.00 12,889.85 6,062.74 0.00
254‐806‐761 MAINTENANCE SUPPLIES 6,776.27 0.00 0.00 3,377.99 3,649.81 0.00
254‐806‐772 PROMOTIONAL SUPPLIES 3,346.89 0.00 0.00 2,179.65 97.46 0.00
SUPPLIES 415,619.96 230,000.00 230,000.00 190,753.37 158,817.47 380,000.00
OTHER EXPENSES
254‐806‐778 BUDGETED OTHER EXPENSES 20,000.00 20,000.00 20,000.00 20,000.00 0.00 30,000.00
254‐806‐783 YOUTH HOCKEY SUPPORT 13,800.00 0.00 0.00 0.00 7,450.00 0.00
254‐806‐861 CONFERENCE, TRAINING AND TRAVEL 770.08 0.00 0.00 27.00 691.60 0.00
OTHER EXPENSES 34,570.08 20,000.00 20,000.00 20,027.00 8,141.60 30,000.00
CAPITAL OUTLAYS
254‐806‐971 BUDGETED CAPITAL OUTLAYS 0.00 65,000.00 55,000.00 0.00 0.00 71,000.00
254‐806‐977 EQUIPMENT PURCHASES 501.71 0.00 0.00 7,587.68 0.00
254‐806‐980 COMPUTER HARDWARE & SOFTWARE 10,284.18 0.00 0.00 536.02 4,240.00
254‐806‐982 BUILDING PURCHASES&CONSTRUCTIO 20,836.23 0.00 0.00 8,775.09 18,423.77
254‐806‐983 EQUIPMENT REPAIR 3,982.75 0.00 0.00 1,086.40 1,963.53
254‐806‐986 BUILDING REPAIR & MAINTENANCE 64,334.09 0.00 0.00 24,138.26 49,705.15
CAPITAL OUTLAYS 99,938.96 65,000.00 55,000.00 42,123.45 74,332.45 71,000.00
Total Dept 806 ‐ MERCY HEALTH ARENA 2,270,156.94 1,533,301.00 1,523,301.00 991,406.40 878,426.66 1,999,301.00
Dept 812 ‐ CARLISLE
CONTRACTUAL SERVICES
254‐812‐801 CONTRACTUAL SERVICES 0.00 0.00 0.00 0.00 10,185.68 0.00
CONTRACTUAL SERVICES 0.00 0.00 0.00 0.00 10,185.68 0.00
SUPPLIES
254‐812‐742 ALCOHOL CARLISLES 4,412.70 0.00 22,360.00 34,647.06 0.00 55,000.00
SUPPLIES 4,412.70 0.00 22,360.00 34,647.06 0.00 55,000.00
Packet Page 258
Total Dept 812 ‐ CARLISLE 4,412.70 0.00 22,360.00 34,647.06 10,185.68 55,000.00
Dept 901 ‐ UTILITY ASSISTANCE
CONTRACTUAL SERVICES
254‐901‐801‐092113 CONTRACTUAL SERVICES 472,538.08 0.00 0.00 75.00 251,810.96 75.00
254‐901‐801‐092128 CONTRACTUAL SERVICES 424,585.32 0.00 1,995.00 7,318.80 0.00 7,320.00
254‐901‐801‐092201 CONTRACTUAL SERVICES 78,767.74 0.00 450,000.00 297,771.26 0.00 450,000.00
254‐901‐801‐092204 BUDGETED CONTRACTUAL SERVICES 0.00 0.00 8,824.00 8,823.81 0.00 8,824.00
254‐901‐801‐092205 BUDGETED CONTRACTUAL SERVICES 0.00 0.00 140,000.00 137,340.25 0.00 137,341.00
CONTRACTUAL SERVICES 975,891.14 0.00 600,819.00 451,329.12 251,810.96 603,560.00
SUPPLIES
254‐901‐749‐092113 MISCELLANEOUS MATERIAL & SUPPLIE 14,329.80 0.00 0.00 0.00 14,329.80 0.00
SUPPLIES 14,329.80 0.00 0.00 0.00 14,329.80 0.00
CAPITAL OUTLAYS
254‐901‐971 BUDGETED CAPITAL OUTLAYS 438,181.90 590,000.00 380,833.00 380,833.10 10,000.00 380,883.10
254‐901‐982‐092128 BUILDING PURCHASES&CONSTRUCTIO 558,738.50 0.00 0.00 0.00 93,150.00 0.00
CAPITAL OUTLAYS 996,920.40 590,000.00 380,833.00 380,833.10 103,150.00 380,883.10
Total Dept 901 ‐ CARLISLE BUILDOUT 1,987,141.34 590,000.00 981,652.00 832,162.22 369,290.76 984,443.10
TOTAL EXPENDITURES 4,261,710.98 2,123,301.00 2,527,313.00 1,858,215.68 1,257,903.10 3,038,744.10
Fund 254 ‐ MERCY HEALTH ARENA:
TOTAL REVENUES 4,268,751.42 2,220,500.00 2,537,833.00 886,465.16 1,324,649.56 2,705,600.00
TOTAL EXPENDITURES 4,261,710.98 2,123,301.00 2,527,313.00 1,858,215.68 1,257,903.10 3,038,744.10
NET OF REVENUES & EXPENDITURES 7,040.44 97,199.00 10,520.00 (971,750.52) 66,746.46 (333,144.10)
BEG. FUND BALANCE 54,928.22 61,968.66 61,968.66 61,968.66 54,928.22 61,968.66
END FUND BALANCE 61,968.66 159,167.66 72,488.66 (909,781.86) 121,674.68 (271,175.44)
reversal of Carlisle $210,000
Packet Page 259
02/14/2023 REVENUE AND EXPENDITURE REPORT FOR CITY OF MUSKEGON
PERIOD ENDING 12/31/2022
% Fiscal Year Completed: 50.41
CITY OF MUSKEGON
MONTHLY BUDGET SUMMARY REPORT
2022‐23
END BALANCE ORIGINAL 2022‐23 YTD BALANCE YTD BALANCE 2022‐23
GL NUMBER DESCRIPTION 06/30/2022 BUDGET AMENDED BUDGET 12/31/2022 12/31/2021 AMENDED BUDGET
Fund 643 ‐ ENGINEERING SERVICES
Revenues
Dept 000
LICENSES & PERMITS
643‐000‐498 LICENSE AND PERMIT MISC. 15,636.25 0.00 3,400.00 7,200.00 11,248.25 3,400.00
643‐000‐684‐004680 INTERDEPT.ENGINEERING FEES 575,183.35 637,000.00 637,000.00 291,382.09 307,524.43 452,000.00
LICENSES & PERMITS 590,819.60 637,000.00 640,400.00 298,582.09 318,772.68 455,400.00
FINES & PENALTIES
643‐000‐665‐004970 INTEREST INCOME 335.52 0.00 0.00 83.19 184.83 0.00
FINES & PENALTIES 335.52 0.00 0.00 83.19 184.83 0.00
CHARGES FOR SERVICE
643‐000‐682 ENGINEERING FEES 53,858.00 50,000.00 50,000.00 38,113.00 13,073.00 50,000.00
CHARGES FOR SERVICE 53,858.00 50,000.00 50,000.00 38,113.00 13,073.00 50,000.00
INTEREST & OPERATING TRANSFERS
643‐000‐699‐100000 OPERATING TRANSFER FROM GENERAL 0.00 40,000.00 40,000.00 0.00 0.00 225,000.00
INTEREST & OPERATING TRANSFERS 0.00 40,000.00 40,000.00 0.00 0.00 225,000.00
Total Dept 000 645,013.12 727,000.00 730,400.00 336,778.28 332,030.51 730,400.00
Dept 447 ‐ ENGINEERING
Packet Page 260
LICENSES & PERMITS
643‐447‐684 MISC. & SUNDRY 214.53 0.00 0.00 29.26 0.00 0.00
LICENSES & PERMITS 214.53 0.00 0.00 29.26 0.00 0.00
Total Dept 447 ‐ ENGINEERING 214.53 0.00 0.00 29.26 0.00 0.00
TOTAL REVENUES 645,227.65 727,000.00 730,400.00 336,807.54 332,030.51 730,400.00
Expenditures
Dept 203 ‐ PENSION ADMINISTRATION
SALARIES & BENEFITS
643‐203‐714 MERS RETIREMENT SYSTEM 55,861.20 65,038.00 65,038.00 25,479.41 27,930.60 65,038.00
SALARIES & BENEFITS 55,861.20 65,038.00 65,038.00 25,479.41 27,930.60 65,038.00
Total Dept 203 ‐ PENSION ADMINISTRATION 55,861.20 65,038.00 65,038.00 25,479.41 27,930.60 65,038.00
Dept 447 ‐ ENGINEERING
SALARIES & BENEFITS
643‐447‐702 BUDGETED SALARIES & BENEFITS 0.00 467,500.00 467,500.00 0.00 0.00 467,500.00
643‐447‐703 SALARY PERMANENT 205,399.92 0.00 0.00 114,758.68 78,875.04 0.00
643‐447‐705 TEMPORARY SALARY 8,765.66 0.00 0.00 0.00 8,765.66 0.00
643‐447‐707 OVERTIME 15,358.85 0.00 0.00 9,130.82 9,954.92 0.00
643‐447‐708 VACATION PAY 25,978.09 0.00 0.00 14,861.25 11,481.90 0.00
643‐447‐709 LONGEVITY PAY 1,050.00 0.00 0.00 600.00 450.00 0.00
643‐447‐710 PERSONAL & OTHER LEAVE 5,777.85 0.00 0.00 1,516.18 2,068.76 0.00
643‐447‐711 HOLIDAY PAY 6,918.97 0.00 0.00 3,903.59 3,750.68 0.00
643‐447‐712 RETIREE HEALTHCARE ‐ GENERAL 22,368.63 0.00 0.00 12,785.37 11,352.05 0.00
643‐447‐714 MERS RETIREMENT SYSTEM 20,396.16 0.00 0.00 13,425.67 9,877.13 0.00
643‐447‐717 HEALTH INSURANCE 66,033.06 0.00 0.00 44,288.84 31,573.58 0.00
643‐447‐718 LIFE INSURANCE 737.87 0.00 0.00 497.12 364.05 0.00
643‐447‐719 DENTAL INSURANCE 3,486.76 0.00 0.00 2,241.98 1,674.08 0.00
643‐447‐721 DISABILITY INSURANCE 869.92 0.00 0.00 560.07 414.39 0.00
643‐447‐722 SOCIAL SECURITY 18,006.31 0.00 0.00 11,325.28 9,048.20 0.00
Packet Page 261
643‐447‐723 WORKERS' COMPENSATION 2,239.20 0.00 0.00 2,329.10 878.06 0.00
643‐447‐724 UNEMPLOYMENT 275.82 0.00 0.00 0.00 0.00 0.00
SALARIES & BENEFITS 403,663.07 467,500.00 467,500.00 232,223.95 180,528.50 467,500.00
CONTRACTUAL SERVICES
643‐447‐726 OTHER INSURANCE&BONDS 3,229.82 0.00 0.00 0.00 0.00 0.00
643‐447‐801 CONTRACTUAL SERVICES 7,261.98 192,319.00 192,319.00 3,879.75 6,980.04 192,319.00
643‐447‐850 TELEPHONE 3,862.86 0.00 0.00 1,691.52 1,482.25 0.00
643‐447‐940 RENTAL OF BUILDINGS 49,862.04 0.00 0.00 35,248.98 24,931.02 0.00
643‐447‐944 VEHICLE RENTAL 19,970.04 0.00 0.00 14,392.98 9,985.02 0.00
643‐447‐955 INDIRECT COST ALLOCATION 55,953.00 0.00 0.00 38,654.52 27,976.50 0.00
643‐447‐963 REFUNDS/RESALES 31.00 0.00 0.00 0.00 0.00 0.00
CONTRACTUAL SERVICES 140,170.74 192,319.00 192,319.00 93,867.75 71,354.83 192,319.00
SUPPLIES
643‐447‐727 BUDGETED SUPPLIES 0.00 5,350.00 5,350.00 0.00 0.00 5,350.00
643‐447‐728 OFFICE SUPPLIES 72.99 0.00 0.00 106.00 72.99 0.00
643‐447‐730 PUBLICATIONS & MEMBERSHIPS 0.00 0.00 0.00 25.00 0.00 0.00
643‐447‐734 CLOTHING & UNIFORMS 1,076.12 0.00 0.00 454.02 387.35 0.00
643‐447‐741 TOOLS 172.75 0.00 0.00 1,121.09 86.42 0.00
643‐447‐747 LICENSES 80.00 0.00 0.00 780.00 80.00 0.00
643‐447‐749 MISCELLANEOUS MATERIAL & SUPPLIES 3,202.98 0.00 0.00 394.39 1,643.29 0.00
643‐447‐753 COMPUTER SUPPLIES 79.99 0.00 0.00 1,054.21 0.00 0.00
643‐447‐765 ROAD MAINTENANCE SUPPLIES 32.88 0.00 0.00 0.00 21.12 0.00
643‐447‐900 PUBLICATIONS 0.00 0.00 0.00 117.07 0.00 0.00
SUPPLIES 4,717.71 5,350.00 5,350.00 4,051.78 2,291.17 5,350.00
OTHER EXPENSES
643‐447‐778 INVENTORY YARDS 0.00 5,000.00 5,000.00 0.00 0.00 5,000.00
643‐447‐861 CONFERENCE, TRAINING AND TRAVEL 2,766.85 0.00 0.00 977.00 2,644.00 0.00
OTHER EXPENSES 2,766.85 5,000.00 5,000.00 977.00 2,644.00 5,000.00
OTHER FINANCING USES
643‐447‐968 DEPRECIATION EXPENSE 2,499.12 0.00 0.00 416.52 1,249.56 0.00
Packet Page 262
OTHER FINANCING USES 2,499.12 0.00 0.00 416.52 1,249.56 0.00
CAPITAL OUTLAYS
643‐447‐971 BUDGETED CAPITAL OUTLAYS 0.00 25,000.00 25,000.00 0.00 0.00 25,000.00
643‐447‐977 EQUIPMENT PURCHASES 7,400.73 0.00 0.00 0.00 7,400.73 0.00
643‐447‐980 COMPUTER HARDWARE & SOFTWARE 14,021.32 0.00 0.00 19,742.70 13,721.28 0.00
CAPITAL OUTLAYS 21,422.05 25,000.00 25,000.00 19,742.70 21,122.01 25,000.00
Total Dept 447 ‐ ENGINEERING 575,239.54 695,169.00 695,169.00 351,279.70 279,190.07 695,169.00
TOTAL EXPENDITURES 631,100.74 760,207.00 760,207.00 376,759.11 307,120.67 760,207.00
Fund 643 ‐ ENGINEERING SERVICES:
TOTAL REVENUES 645,227.65 727,000.00 730,400.00 336,807.54 332,030.51 730,400.00
TOTAL EXPENDITURES 631,100.74 760,207.00 760,207.00 376,759.11 307,120.67 760,207.00
NET OF REVENUES & EXPENDITURES 14,126.91 (33,207.00) (29,807.00) (39,951.57) 24,909.84 (29,807.00)
BEG. FUND BALANCE 36,058.53 50,185.44 50,185.44 50,185.44 36,058.53 50,185.44
END FUND BALANCE 50,185.44 16,978.44 20,378.44 10,233.87 60,968.37 20,378.44
Packet Page 263
02/14/2023 REVENUE AND EXPENDITURE REPORT FOR CITY OF MUSKEGON
PERIOD ENDING 12/31/2022
% Fiscal Year Completed: 50.41
CITY OF MUSKEGON
MONTHLY BUDGET SUMMARY REPORT
2022‐23
END BALANCE ORIGINAL 2022‐23 YTD BALANCE YTD BALANCE 2022‐23
GL NUMBER DESCRIPTION 06/30/2022 BUDGET AMENDED BUDGET 12/31/2022 12/31/2021 AMENDED BUDGET
Fund 594 ‐ MARINA AND LAUNCH RAMP
Revenues
Dept 000
CHARGES FOR SERVICE
594‐000‐631 ICE SALES 587.00 0.00 0.00 247.00 443.00 0.00
594‐000‐644‐004626 LARGE BASIN FEES 161,528.58 170,000.00 170,000.00 106,511.50 90,650.23 170,000.00
594‐000‐644‐004627 SMALL BASIN FEES (795.00) 0.00 0.00 0.00 0.00 0.00
594‐000‐644‐004628 MOORING FEES 15,219.79 15,000.00 15,000.00 9,000.81 8,370.50 15,000.00
594‐000‐644‐004629 TRANSIENT FEES 5,064.00 7,500.00 7,500.00 1,813.00 4,752.00 7,500.00
594‐000‐653 LAUNCH RAMP 101,801.50 75,000.00 75,000.00 45,447.00 43,416.00 75,000.00
CHARGES FOR SERVICE 283,405.87 267,500.00 267,500.00 163,019.31 147,631.73 267,500.00
FINES & PENALTIES
594‐000‐656 TRAFFIC FINES & FEES 976.80 2,500.00 2,500.00 140.00 871.80 2,500.00
594‐000‐665‐004970 INTEREST INCOME 0.00 50.00 50.00 20.13 0.00 50.00
FINES & PENALTIES 976.80 2,550.00 2,550.00 160.13 871.80 2,550.00
LICENSES & PERMITS
594‐000‐684‐004800 MISC. & SUNDRY 8,033.59 0.00 0.00 200.00 470.00 0.00
LICENSES & PERMITS 8,033.59 0.00 0.00 200.00 470.00 0.00
594‐000‐699‐100000 TRANSFER FROM GF 0.00 0.00 0.00 0.00 0.00 450,000.00
Total Dept 000 292,416.26 270,050.00 270,050.00 163,379.44 148,973.53 720,050.00
TOTAL REVENUES 292,416.26 270,050.00 270,050.00 163,379.44 148,973.53 720,050.00
Expenditures
Dept 597 ‐ MUNICIPAL MARINA
SALARIES & BENEFITS
594‐597‐702 BUDGETED SALARIES & BENEFITS 0.00 41,900.00 41,900.00 0.00 0.00 41,900.00
Packet Page 264
594‐597‐703 SALARY PERMANENT 14,209.54 0.00 0.00 8,192.96 8,029.04 0.00
594‐597‐707 OVERTIME 2,184.87 0.00 0.00 1,166.38 1,063.15 0.00
594‐597‐708 VACATION PAY 147.68 0.00 0.00 0.00 0.00 0.00
594‐597‐709 LONGEVITY PAY 37.50 0.00 0.00 187.50 37.50 0.00
594‐597‐710 PERSONAL & OTHER LEAVE 32.70 0.00 0.00 0.00 0.00 0.00
594‐597‐711 HOLIDAY PAY 18.68 0.00 0.00 0.00 0.00 0.00
594‐597‐712 RETIREE HEALTHCARE ‐ GENERAL 5,601.62 0.00 0.00 2,636.82 2,769.03 0.00
594‐597‐714 MERS RETIREMENT SYSTEM 641.35 0.00 0.00 130.55 122.72 0.00
594‐597‐717 HEALTH INSURANCE 3,485.84 0.00 0.00 459.41 1,526.11 0.00
594‐597‐718 LIFE INSURANCE 91.70 0.00 0.00 40.02 39.32 0.00
594‐597‐719 DENTAL INSURANCE 340.49 0.00 0.00 123.38 146.39 0.00
594‐597‐721 DISABILITY INSURANCE 90.51 0.00 0.00 36.74 37.52 0.00
594‐597‐722 SOCIAL SECURITY 1,885.72 0.00 0.00 777.69 791.40 0.00
594‐597‐723 WORKERS' COMPENSATION 1,614.01 0.00 0.00 661.77 697.01 0.00
594‐597‐724 UNEMPLOYMENT 19.98 0.00 0.00 0.00 0.00 0.00
SALARIES & BENEFITS 30,402.19 41,900.00 41,900.00 14,413.22 15,259.19 41,900.00
CONTRACTUAL SERVICES
594‐597‐726 OTHER INSURANCE&BONDS 11,917.51 0.00 0.00 3,243.77 4,478.48 0.00
594‐597‐776 COPY MACHINE CHARGES 200.86 0.00 0.00 9.46 132.59 0.00
594‐597‐801 CONTRACTUAL SERVICES 170,421.11 262,212.00 262,212.00 81,853.67 73,087.75 289,500.00
594‐597‐807 PEST CONTROL/AQUATIC NUISANCE 500.00 0.00 0.00 0.00 0.00 0.00
594‐597‐850 TELEPHONE 2,200.58 0.00 0.00 523.07 863.83 0.00
594‐597‐920 ELECTRICITY 66,087.61 0.00 0.00 31,544.62 36,750.06 0.00
594‐597‐921 HEAT 674.35 0.00 0.00 499.80 364.83 0.00
594‐597‐922 WATER & SEWER 16,195.96 0.00 0.00 7,628.93 5,629.70 0.00
594‐597‐940 RENTAL OF BUILDINGS 0.00 0.00 0.00 1,363.02 0.00 0.00
594‐597‐944 VEHICLE RENTAL 16,641.96 0.00 0.00 11,416.48 8,320.98 0.00
594‐597‐955 INDIRECT COST ALLOCATION 11,169.00 0.00 0.00 5,866.98 5,584.50 0.00
594‐597‐956 CITY SERVICE FEE/CONTRIBUTIONS 13,499.64 0.00 0.00 6,749.82 6,749.82 0.00
594‐597‐963 BANK CHARGES 3,904.41 0.00 0.00 3,183.82 2,279.08 0.00
CONTRACTUAL SERVICES 313,412.99 262,212.00 262,212.00 153,883.44 144,241.62 289,500.00
SUPPLIES
594‐597‐727 BUDGETED SUPPLIES 0.00 18,000.00 18,000.00 0.00 0.00 18,000.00
594‐597‐728 OFFICE SUPPLIES 544.20 0.00 0.00 0.00 94.20 0.00
594‐597‐730 PUBLICATIONS & MEMBERSHIPS 275.00 0.00 0.00 0.00 0.00 0.00
594‐597‐731 POSTAGE 0.00 0.00 0.00 55.57 0.00 0.00
594‐597‐737 IRRIGATION SUPPLIES 479.18 0.00 0.00 0.00 6.06 0.00
594‐597‐749 MISCELLANEOUS MATERIAL & SUPPLIES 1,508.20 0.00 0.00 866.31 114.02 0.00
594‐597‐753 COMPUTER SUPPLIES 858.29 0.00 0.00 386.67 289.24 0.00
594‐597‐758 BUILDING SUPPLIES 71.36 0.00 0.00 0.00 0.00 0.00
594‐597‐760 CUSTODIAL SUPPLIES 2,531.27 0.00 0.00 838.73 1,809.34 0.00
594‐597‐762 EQUIPMENT SUPPLIES 142.37 0.00 0.00 157.76 39.99 0.00
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SUPPLIES 6,409.87 18,000.00 18,000.00 2,305.04 2,352.85 18,000.00
OTHER EXPENSES
594‐597‐778 BUDGETED OTHER EXPENSES 0.00 500.00 500.00 0.00 0.00 500.00
594‐597‐861 CONFERENCE, TRAINING AND TRAVEL 1,053.05 0.00 0.00 0.00 0.00 0.00
OTHER EXPENSES 1,053.05 500.00 500.00 0.00 0.00 500.00
OTHER FINANCING USES
594‐597‐968 DEPRECIATION EXPENSE 107,417.58 0.00 0.00 18,811.47 53,708.79 0.00
OTHER FINANCING USES 107,417.58 0.00 0.00 18,811.47 53,708.79 0.00
CAPITAL OUTLAYS
594‐597‐973 LAND IMPROVEMENTS (34,438.62) 0.00 0.00 0.00 0.00 0.00
594‐597‐980 COMPUTER HARDWARE & SOFTWARE 209.04 0.00 0.00 0.00 114.00 0.00
594‐597‐983 EQUIPMENT REPAIR 3,598.79 0.00 0.00 0.00 1,298.79 0.00
CAPITAL OUTLAYS (30,630.79) 0.00 0.00 0.00 1,412.79 0.00
Total Dept 597 ‐ MUNICIPAL MARINA 428,064.89 322,612.00 322,612.00 189,413.17 216,975.24 349,900.00
Dept 759 ‐ LAUNCH RAMPS
SALARIES & BENEFITS
594‐759‐702 BUDGETED SALARIES & BENEFITS 0.00 22,875.00 22,875.00 0.00 0.00 22,875.00
594‐759‐703 SALARY PERMANENT 11,533.17 0.00 0.00 494.60 6,768.56 0.00
594‐759‐712 RETIREE HEALTHCARE ‐ GENERAL 2,106.08 0.00 0.00 112.15 1,072.01 0.00
594‐759‐714 MERS RETIREMENT SYSTEM 752.26 0.00 0.00 57.36 580.82 0.00
594‐759‐717 HEALTH INSURANCE 3,792.69 0.00 0.00 124.46 2,505.26 0.00
594‐759‐718 LIFE INSURANCE 26.55 0.00 0.00 1.60 16.31 0.00
594‐759‐719 DENTAL INSURANCE 220.12 0.00 0.00 11.22 144.74 0.00
594‐759‐721 DISABILITY INSURANCE 45.03 0.00 0.00 2.75 27.71 0.00
594‐759‐722 SOCIAL SECURITY 838.20 0.00 0.00 52.40 512.49 0.00
594‐759‐723 WORKERS' COMPENSATION 814.94 0.00 0.00 49.73 515.40 0.00
594‐759‐724 UNEMPLOYMENT 1.17 0.00 0.00 0.00 0.00 0.00
SALARIES & BENEFITS 20,130.21 22,875.00 22,875.00 906.27 12,143.30 22,875.00
CONTRACTUAL SERVICES
594‐759‐801 CONTRACTUAL SERVICES 10,690.24 10,500.00 10,500.00 8,262.00 4,749.47 10,500.00
594‐759‐963 BANK CHARGES 905.31 0.00 0.00 0.00 905.31 0.00
CONTRACTUAL SERVICES 11,595.55 10,500.00 10,500.00 8,262.00 5,654.78 10,500.00
SUPPLIES
594‐759‐727 BUDGETED SUPPLIES 0.00 3,700.00 3,700.00 0.00 0.00 3,700.00
594‐759‐749 MISCELLANEOUS MATERIAL & SUPPLIES 2,290.68 0.00 0.00 0.00 1,582.19 0.00
594‐759‐758 BUILDING SUPPLIES 1,758.90 0.00 0.00 0.00 887.78 0.00
SUPPLIES 4,049.58 3,700.00 3,700.00 0.00 2,469.97 3,700.00
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CAPITAL OUTLAYS
594‐759‐971 BUDGETED CAPITAL OUTLAYS 0.00 35,000.00 35,000.00 0.00 0.00 35,000.00
594‐759‐983 EQUIPMENT REPAIR 51.20 0.00 0.00 0.00 0.00 0.00
CAPITAL OUTLAYS 51.20 35,000.00 35,000.00 0.00 0.00 35,000.00
Total Dept 759 ‐ LAUNCH RAMPS 35,826.54 72,075.00 72,075.00 9,168.27 20,268.05 72,075.00
Dept 901 ‐ DOCKS & BUILDING UPGRADE MARINA
CONTRACTUAL SERVICES
594‐901‐801‐091809 CONTRACTUAL SERVICES 177,824.71 0.00 0.00 0.00 83,506.87 0.00
CONTRACTUAL SERVICES 177,824.71 0.00 0.00 0.00 83,506.87 0.00
CAPITAL OUTLAYS
594‐901‐988 FIXED ASSETS CAPITALIZATION (177,824.71) 0.00 0.00 0.00 (34,438.62) 0.00
CAPITAL OUTLAYS (177,824.71) 0.00 0.00 0.00 (34,438.62) 0.00
Total Dept 901 ‐ FIXED ASSETS CAPITALIZATION 0.00 0.00 0.00 0.00 49,068.25 0.00
TOTAL EXPENDITURES 463,891.43 394,687.00 394,687.00 198,581.44 286,311.54 421,975.00
Fund 594 ‐ MARINA AND LAUNCH RAMP:
TOTAL REVENUES 292,416.26 270,050.00 270,050.00 163,379.44 148,973.53 720,050.00
TOTAL EXPENDITURES 463,891.43 394,687.00 394,687.00 198,581.44 286,311.54 421,975.00
NET OF REVENUES & EXPENDITURES (171,475.17) (124,637.00) (124,637.00) (35,202.00) (137,338.01) 298,075.00
BEG. FUND BALANCE 757,577.60 586,102.43 586,102.43 586,102.43 757,577.60 586,102.43
END FUND BALANCE 586,102.43 461,465.43 461,465.43 550,900.43 620,239.59 884,177.43
Packet Page 267
Agenda Item Review Form
Muskegon City Commission
Commission Meeting Date: March 14, 2023 Title: 2nd Amendment,
Brownfield Development &
Reimbursement Agreement,
Adelaide Pointe QOZB, LLC
Submitted By: Contessa Alexander Department: Department of
Development Services
Brief Summary: Staff is seeking approval for the 2nd Amendment, Brownfield Development &
Reimbursement Agreement, for Adelaide Pointe QOZB, LLC (Adelaide Pointe Project) and to consider
the attached resolution.
Detailed Summary & Background:
Contingent upon the approval of the 2nd Amendment to the BPA for Adelaide Pointe, the 2nd
Amendment to the Brownfield Development & Reimbursement Agreement for Adelaide Pointe
QOZB, LLC has been prepared. This will cause a shift in the Brownfield Tax Increment Funds to
allow the developer to receive 100% reimbursement for eligible activities. The City is no longer
using bonds to pay for public infrastructure. The developer will undertake the public infrastructure
expenses moving forward. The BRA will meet on the morning of March 14. It is under the
assumption that the 2nd Amendment to the DRA will be approved during that meeting.
The 1st Amendment to the DRA for APQ was approved by the BRA and CC on Jan. 10, 2023.
Goal/Focus Area/Action Item Addressed:
Focus Area: improved access to the waterfront, blight cleanup, progress toward completion of
ongoing economic development projects
Action Item 2022-2.6: Complete Adelaide Pointe public improvements
Amount Requested: N/A Amount Budgeted: N/A
Fund(s) or Account(s): N/A Fund(s) or Account(s): N/A
Recommended Motion: Motion to approve the resolution for the Brownfield Development and
Reimbursement Agreement for Adelaide Pointe QOZB, LLC authorizing the Mayor and City Clerk
to sign.
Approvals: Get approval from division head at a minimum prior Guest(s) Invited / Presenting
to sending to the Clerk.
Immediate Division Head Information Technology Yes
Other Division Heads Communication No
Legal Review
For City Clerk Use Only:
Commission Action:
Packet Page 268
RESOLUTION APPROVING THE BROWNFIELD
DEVELOPMENT AND REIMBURSEMENT AGREEMENT
Adelaide Pointe QOZB, LLC (1148-1204 West Western)
Adelaide Pointe Project, 2nd Amendment
County of Muskegon, Michigan
2023-March 14
Minutes of a Regular Meeting of the City Commission of the City of Muskegon, County of
Muskegon, Michigan (the "City"), held in the City Commission Chambers on the 14th day of
March 2023 at 5:30 p.m., prevailing Eastern Time.
PRESENT:
ABSENT:
The following preamble and resolution were offered by ______________ and
supported by ______________.
WHEREAS, in accordance with the provisions of Act 381, Public Acts of Michigan, 1996,
as amended ("Act 381"), the City of Muskegon Brownfield Redevelopment Authority (the
"Authority") has prepared and approved a Development and Reimbursement Agreement; and
WHEREAS, the Authority has forwarded the Development and Reimbursement
Agreement (2nd Amendment) to the City Commission requesting its approval of the
Development and Reimbursement Agreement (2nd Amendment); and
NOW, THEREFORE, BE IT RESOLVED THAT:
1. That the Brownfield Plan constitutes a public purpose under Act 381.
2. That the Brownfield Plan meets all the requirements of Section 13(1) of Act 381.
3. That the proposed method of financing the costs of the eligible activities, as identified
in the Brownfield Plan and defined in Act 381, is feasible and the Authority has the
authority to arrange the financing.
4. That the costs of the eligible activities proposed in the Brownfield Plan are
reasonable and necessary to carry out the purposes of Act 381.
Packet Page 269
5. That the amount of captured taxable value estimated to result from the adoption of the
Brownfield Plan is reasonable.
6. That the Development and Reimbursement Agreement (2nd Amendment) is approved
and is effective immediately.
7. That all resolutions or parts of resolutions in conflict herewith shall be and the same are
hereby rescinded.
Be it Further Resolved that the Mayor and City Clerk are hereby authorized to execute all
documents necessary or appropriate to implement the provisions of the Brownfield Plan.
AYES:
NAYS:
ABSENT:
RESOLUTION DECLARED APPROVED.
_____________________________________
Ann Marie Meisch, City Clerk
_____________________________________
Kenneth D. Johnson, Mayor
Packet Page 270
I hereby certify that the foregoing is a true and complete copy of a resolution adopted by the
City Commission of the City of Muskegon, County of Muskegon, State of Michigan, at a regular
meeting held on March 14, 2023 and that said meeting was conducted and public notice of said
meeting was given pursuant to and in full compliance with the Open Meetings Act,being Act 267,
Public Acts of Michigan, 1976, as amended, and that the minutes of said meetingwere kept and will
be or have been made available as required by said Act.
______________________________
Ann Marie Meisch, City Clerk
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SECOND AMENDMENT TO DEVELOPMENT AND
REIMBURSEMENT AGREEMENT
ADELAIDE POINTE
This FIRST AMENDMENT TO DEVELOLPMENT AND REIMBURSEMENT AGREEMENT
(“Agreement”) is made __________, 2022 (“Effective Date”) between the City of Muskegon
Brownfield Redevelopment Authority (“Authority”), a Michigan public body corporate, with an
address of 933 Terrace Street, Muskegon, MI 49440 (“Authority”), City of Muskegon, a Michigan
Municipal Corporation (“City”), with an address of 933 Terrace St., Muskegon, MI 49440, and Adelaide
Pointe Qozb, LLC (“APQ”), with an address of 1204 W. Western Avenue, Muskegon, MI 49441.
Authority, City and APQ are at times referred to as a “Party” or together as “Parties”.
Background
APQ owns approximately 30 acres of waterfront brownfield property which is located at the west
end of West Western Avenue within the City of Muskegon.
The City owns certain property adjacent to, and to the east of, the APQ Property commonly known
as Hartshorn Marina which the City has previously used for public small boat slip rentals and related
activities. The APQ Property and the City Property may be collectively referred to as the “Property”.
APQ and the City have entered into a “Cooperative Use and Development Agreement” which
substantiates APQ’s and the City’s desire to a) utilize each other’s specified property for beneficial use b)
cooperate in the pursuit of funding for improvements to each other’s Property c) assist one another with
applications and approvals for improvements and d) make improvements as specified in the APQ PUD
approved by the City Commission on September 13, 2022.
APQ intends to develop the Property for mixed uses including boat storage, boat dockage, in-out
boat service, marinas, residential condominiums, commercial uses, and open space and recreational areas
(“Development”). The specific improvements to be included in the Development will be defined in the
Cooperative Use Agreement, addendums to this Agreement and the Planned Unit Development Agreement
(“PUD”) to be submitted to the City (“Development Agreements”).
Authority, City and APQ entered into a Development and Reimbursement Agreement effective
____, 202___, which was approved by the Authority on November 9, 2021 and by the City on November
23, 2021. Pursuant to that Agreement, APQ and City were to perform “eligible activities” and be
reimbursed, as defined and provided for in that Agreement.
The Parties agree as follows and that to the extent this Agreement and the
Development and Reimbursement Agreement vary, this Agreement shall control:
1. Background. The Parties agree the Background paragraphs are true and correct and are
incorporated into the body of this Agreement.
2. Improvements. APQ will develop both the APQ Property and the City Property as a
mixed-use development including boat storage, boat dockage, in-out boat service, marinas,
residential condominiums, commercial uses, and open space and recreational areas.
1
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3. Indemnity and Insurance. APQ holds the City harmless and will indemnify the City for
any liability, including attorney fees, resulting from the engineering, design and
construction of the Project. City and APQ will name the other on their respective general
liability insurance policies.
4. Changes, Standards and Dedication. All improvements must be made according to the
plans and specifications of the APQ PUD approved by the City. All construction of Public
Improvements must be completed to the standards established by the City of Muskegon
(“City Standard”). The City will accept a dedication of all or any portion of the Public
Improvements only if built to City Standards.
5. Addendum Presentation. APQ shall, from time to time, present addendums to the City
that detail discrete development projects that improve the Property according to the PUD.
To the extent the addendums addresses “eligible expenses” and expenses to be reimbursed
by the Authority, the addendums shall also be provided to the Authority for purposes of
Amending the Development and Reimbursement Agreement and the Brownfield Plan.
These addendum shall detail Authority, City and APQ obligations to one another and shall
include but not be limited to:
a. Architectural and/or Engineering drawings
b. Construction schedules
c. Construction budgets
d. Itemization of relevant Brownfield Reimbursements that will be paid to APQ by City
e. Proof of financing
6. Addendum Approvals. Upon receiving necessary Authority and City approvals of each
Addendum all parties shall be obligated to perform under the obligations detailed in the
addendum. Approvals by Authority and City shall not be unreasonably withheld if they
are compliant with improvements approved in APQ’s PUD.
7. Funding for Brownfield Reimbursements.
a. Brownfield Tax Increment Financing. APQ has submitted to the Authority an
amendment to the current brownfield plan. Pursuant to the Brownfield Redevelopment
Financing Act, Act 381 of the Public Acts of Michigan of 1996 as amended (“Act
381”) the Authority adopted the brownfield plan amendment on October 12, 2021 (the
“Brownfield Plan Amendment”) to add the APQ Property.
i. The Property is included in the Brownfield Plan Amendment as an “eligible
property” because it is a “facility” as defined by Part 201 of the Natural
Resources and Environmental Protection Act (“Part 201”).
ii. Neither the City nor APQ is a liable party, under Part 201, for remediation of
any existing contamination on the Property.
iii. APQ has and will continue to conduct Eligible Activities (as defined in Act
381) on the Property to address environmental and other brownfield
conditions, in addition to the construction of roads, water mains and sewer
mains, in a collaborative effort to position the Property for redevelopment.
Actual expenditures by the Parties to undertake eligible environmental
activities on the Property are estimated to be $35 million dollars not including
2
Packet Page 273
interest. Eligible demolition and site preparation costs incurred by these same
parties is estimated to exceed $13 million dollars. These efforts are aimed at
facilitating the redevelopment of the Property as a transformational mixed-use
project, including residential and various commercial uses (the “Project”).
iv. The Project will include demolition activities, performance of baseline
environmental assessment activities, due care and other environmental
response activities, site preparation activities, demolition activities,
construction of infrastructure improvements, Brownfield Plan Amendment
and work plan preparation, contingency, interest and other Eligible Activities,
all as described in the Brownfield Plan Amendment and eligible for
reimbursement under Act 381.
v. The cost of Eligible Activities may be incurred by the City and APQ, The total
cost of the Eligible Activities in the Brownfield Plan Amendment, including
contingencies, is estimated to be $35 million dollars (the “Total Eligible
Brownfield TIF Costs”). To accommodate the lapse in time from when costs
of Eligible Activities are incurred to when tax increment revenues become
available for reimbursement of those costs, interest at the rate of 5% per annum
is also included in the Brownfield Plan Amendment in the estimated total
amount of $28 million dollars (collectively, the interest plus the costs of
Eligible Activities are referred to as the “Total Eligible Brownfield TIF
Costs”).
vi. The Eligible Activities will facilitate redevelopment of the Property which will
improve the environmental and aesthetic condition of the Property, increase
employment within the City, increase tax base within the City, and otherwise
enhance the economic vitality, environmental health and quality of life in the
City.
vii. Act 381 permits the Authority to capture and use the school tax (where
applicable), if permitted by the state, and local property tax revenues (both real
and personal property) generated from the incremental increase in property
value of a redeveloped brownfield site constituting an “eligible property”
under Act 381 to pay or to reimburse the cost of Eligible Activities conducted
on the “eligible property” (the “Brownfield TIF Revenue”).
viii. In accordance with Act 381, the parties desire to establish a procedure for using
the available Brownfield TIF Revenue generated from the Property to
reimburse APQ for completion of Eligible Activities on the Property in
amounts not to exceed the Total Eligible Brownfield TIF Costs.
ix. During the Term (defined below) of this Agreement, the Authority shall
reimburse APQ for the cost of Eligible Activities conducted on the Property
from the Brownfield TIF Revenue collected from the Property in accordance
with the Brownfield Plan Amendment, unless modified by later addendums or
amendments. The amount reimbursed to the APQ for the Eligible Activities
shall not exceed the lesser of (a) the cost of Eligible Activities incurred by the
Property Owner plus interest, or (b) the Total Eligible Brownfield TIF Costs
plus interest. The Authority shall capture Brownfield TIF Revenue from the
Property and reimburse APQ for the cost of Eligible Activities incurred until
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the earlier of being fully reimbursed or December 31, 2056 (“Term”). If the
Term ends before the full reimbursement of all Total Eligible Brownfield TIF
Costs, the last reimbursement payment by the Authority shall be the summer
and winter tax increment collected during the final year of this Agreement.
x. Reimbursement payments shall be made on a semi-annual basis as incremental
local and school taxes are captured and available.
xi. During the term of this Agreement, the Authority shall capture all approved
and authorized Brownfield TIF Revenue from the Property and use those
revenues as provided in this Agreement.
xii. Intentionally left blank.
xiii. Reimbursement Process.
1. APQ shall periodically submit to the Authority a “Request for Cost
Reimbursement” of Eligible Activities paid for by APQ during the
term of this Agreement. All costs for the Eligible Activities must be
consistent with the approved Brownfield Plan Amendment. APQ must
include documentation sufficient for the Authority to determine
whether the costs incurred were for Eligible Activities, including
detailed construction draws or invoices and proof of payment or lien
waivers. Copies of all invoices for Eligible Activities must note what
Eligible Activities they support.
2. Within forty-five (45) days after a Request for Cost Reimbursement
has been reviewed and approved by the City’s or Authority’s agent or
employee as required in Section 7.a and reviewed and approved by the
Authority or designate as to whether it is an “eligible expense”, the
Authority shall pay to APQ the amounts for which submissions have
been made pursuant to this Agreement. The Authority’s obligation to
pay APQ is limited to available Brownfield TIF Revenue from the
Property.
3. All requests for Cost reimbursement submitted by APQ for each
approved Addendum between City, APQ, and the City of Muskegon
Brownfield Redevelopment Authority and all requests for cost
reimbursement submitted by future owners of all or a portion of the
APQ Property pursuant to a separate Development and
Reimbursement Agreement(s), shall be reimbursed in the order in
which they are received by the City of Muskegon Brownfield
Redevelopment Authority from the portion of the Brownfield TIF
revenue, as described above.
4. The Parties shall cooperate with the Authority’s review by providing
information and documentation to supplement the Request for Cost
Reimbursement which may be reasonably requested by the Authority
during its review period.
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5. All or any portion of any Request for Cost Reimbursement that is not
paid within 45 days after receipt by the Authority shall accrue simple
interest at the rate of five percent (5%) per annum from the date the
Request for Cost Reimbursement is submitted to the Authority for
payment until the earlier of the date of full reimbursement, including
interest. The payment of interest shall be subject to the following
limitations (i) to the extent there is not sufficient Brownfield TIF
Revenue captured and collected in a fiscal year and permitted to be
used to pay interest accruing in such fiscal year, any unpaid interest
shall not be paid, but shall carry over to the next fiscal year, (ii) interest
carried over to subsequent fiscal years shall not accrue interest (i.e.,
no interest on interest), and (iii) interest on School Taxes captured
shall only be payable to the extent permitted by the Michigan Strategic
Fund (“MSF”) and/or the Michigan Department of Environment,
Great Lakes and Energy (“MEGLE”).
6. The Authority shall have no obligation to reimburse the City or any
other entity for Eligible Costs or interest from Brownfield TIF
Revenue captured after 35 years after the date of the adoption of the
Development and Reimbursement Agreement.
xiv. Allocation of Base Value and Priority of Reimbursements.
1. The initial taxable value of the Property as of the date of this
Agreement is $903,810, as set forth in the Brownfield Plan
Amendment (“Base Value”). If the Property is divided into two or
more separate taxable parcels in connection with the development of
the Project, the Base Value shall be allocated to each resulting parcel
based upon the relative number of square feet of each parcel. The Base
Value allocated to a separate undeveloped parcel in this manner shall
be the base value of that parcel for purposes of calculating Brownfield
TIF Revenue, regardless of when any Development and
Reimbursement Agreement is entered into in connection with the
redevelopment of that parcel. Brownfield TIF Revenue generated
from any separate parcel divided from the Property after the date of
this Agreement shall be available for reimbursement of the
Authority’s Administrative Fee and payment of all requests for cost
reimbursement submitted by owners of all or any portion of the
Property.
2. Notwithstanding any provision in this Agreement to the contrary, the
Authority’s annual TIF Management Administrative Fee, as described
in the Brownfield Plan Amendment, shall be paid to the Authority
each year to the extent that Brownfield TIF Revenue has been captured
and collected during that year, prior to the payment of any Request for
Cost Reimbursement.
xv. Adjustments.
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1. Until the cost of eligible activities is fully reimbursed, APQ agrees to
waive any appeal of any tax assessment or reassessment of any portion
of the Property; provided, however, that this waiver shall not be
binding on any person or entity who acquires title to all or any portion
of the Property after the date of this Agreement.
2. If, due to an appeal of any tax assessment or reassessment of any
portion of the Property, or for any other reason the Authority is
required to reimburse any Brownfield TIF Revenue previously paid to
APQ or any future owner to any tax levying unit of government, the
Authority may deduct the amount of any such reimbursement,
including interest and penalties, from any amounts due and owing
APQ. If all amounts due APQ under this Agreement have been fully
paid or the Authority is no longer obligated to make any further
payments to APQ, the Authority shall invoice APQ for the amount of
such reimbursement and APQ shall pay the Authority such invoiced
amount within 45 days of receipt of the invoice. Amounts invoiced
and paid to the Authority by APQ pursuant to this Section shall be
reinstated as Eligible Activities for which APQ shall have the
opportunity to be reimbursed in accordance with the terms, conditions
and limitations of this Agreement.
xvi. Legislative Authorization.
This Agreement is governed by and subject to the restrictions set forth in Act
381. If there is legislation enacted in the future that alters or affects the amount
of Brownfield TIF Revenue subject to capture, eligible property, or Eligible
Activities, then the Property Owner’s rights and the Authority’s obligations
under this Agreement shall be modified accordingly as required by law, or by
agreement of the parties.
8. Notices. All notices, approvals, consents and other communications required under this
Agreement shall be in writing and shall be deemed given: (i) when delivered in person; (ii)
when sent by fax or email: (iii) when sent by a nationally-recognized receipted overnight
delivery service with delivery fees prepaid; or (iv) when sent by united states first-class,
registered, or certified mail, postage prepaid. The notice shall be effective immediately
upon personal delivery or upon transmission of the fax or email; one day after depositing
with a nationally recognized overnight delivery service; and five days after sending by first
class, registered, or certified mail. Notices shall be sent to the parties as follows:
To: City of Muskegon To: APQ
933 Terrace Street 1204 W. Western Ave.
Muskegon, MI 49440 Muskegon, MI 49440
Attn: City Manager Attn: Ryan Leestma
w/copy to: w/copy to:
Parmenter Law Jaffe, Raitt Heuer & Weiss, P.C.
601 Terrace Street 27777 Franklin Rd. Suite 2500
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Muskegon, Michigan 49440 Southfield, Michigan 48034
Attn: City Attorney Attn: Kenneth J. Clarkson
9. Recording. This Agreement shall not be recorded; however, upon the request of either
party hereto, the other party shall join in the execution of a memorandum or "short form"
of this Agreement for the purposes of recordation.
10. Force Majeure. Notwithstanding anything herein to the contrary, if due to a Force
Majeure Event (defined below), APQ, Authority and/or City is prevented from timely
performing under this Agreement or any third‐party providing services or required
information in connection with this Agreement (e.g.: lender, appraiser, title company,
surveyor, environmental consultants, governmental jurisdictions, etc.) closes its offices,
suspends operations or otherwise prevents APQ and/or the City from timely performing
under the Agreement as originally contemplated, then the applicable outstanding dates,
deadlines or time periods herein, shall each be extended for the duration of the Force
Majeure Event and shall resume on such date that APQ and the City, as applicable, are
once again able to perform their obligations under this Agreement. To invoke the tolling
of time periods as set forth herein for a Force Majeure Event, the applicable party must
send written notice to the other party specifying the reason for invocation and the date on
which the tolling of time begins and a subsequent notice shall be delivered to confirm the
date the Force Majeure Event ended. The term "Force Majeure Event" as used herein shall
mean the following: Act of God; strike, lockout, or other labor or industrial disturbance;
war; blockade; public riot; fire; storm; flood; explosion; or other delay caused by
unforeseeable circumstances beyond the reasonable control of APQ or the City as
applicable, including widespread sickness (including sickness causing quarantine and other
"stay at home" or "shelter in place" orders, and including, but not limited to, the
Coronavirus Disease 2019.
11. Severability. If any term, provision or condition contained in this Agreement shall, to any
extent, be invalid or unenforceable, the remainder of this Agreement (or the application of
such term, provision or condition to persons or circumstances other than those in respect
of which it is invalid or unenforceable) shall not be affected thereby, and each term,
provision or condition of this Agreement shall be valid and enforceable to the fullest extent
permitted by law.
12. Miscellaneous. This Agreement may be amended or modified only by the written
agreement of APQ, Authority, and City. Each exhibit attached to this Agreement is
incorporated and made a part of this Agreement as though more fully set forth in this
Agreement. If the deadline for performing any act would otherwise fall on a weekend day
or a holiday, such deadline shall automatically be extended to the next succeeding business
day. This Agreement shall be interpreted under and governed by the laws of the State of
Michigan. All representations and warranties made in this Agreement by APQ, Authority,
and City shall survive the termination of this Agreement for a period of one year.
13. Counterparts; Electronic Signatures. This Agreement may be executed in any number
of counterparts, each of which shall be deemed to be an original, but all of which together
shall be deemed to be one and the same instrument. Electronically imaged signatures may
be used in place of original signatures on this Agreement. APQ, Authority and City intend
to be bound by the signatures on the electronically imaged document, are aware that the
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other party will rely on such signatures, and hereby waive any defenses to the enforcement
of the terms of this Agreement based on the form of signature.
14. Binding Effect. This Agreement shall be binding upon and enforceable by the parties and
their respective legal representatives, successors, and assigns.
15. Assignment or Delegation. No party shall assign or delegate all or any portion of its rights
or obligations contained in this Agreement without the express or prior written approval of
the other parties, in which approval may be withheld in each other party’s sole discretion.
16. Estoppel. If requested by APQ, City will provide an estoppel certificate to such party as
requested by APQ which certificate shall provide, if true, that the Development
Agreement and the exhibits represent the entire agreement between APQ and City and
that no defaults exist under the Development Agreement and no events have occurred
that would, with notice or the expiration of a period of time, constitute a default.
[Signature Page Follows]
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AUTHORITY:
CITY OF MUSKEGON BROWNFIELD REDEVELOPMENT AUTHORITY,
a Michigan public body
BY________________________
Name:
Title: Chair
Date: ____________________, 2023
BY: ________________________
Name:
Title: Secretary
Date: ____________________, 2023
CITY:
CITY OF MUSKEGON,
a municipal corporation
BY________________________
Name: Kenneth D. Johnson
Title: Mayor
Date: ____________________, 2023
BY: ________________________
Name: Ann Meisch
Title: Clerk
Date: ____________________, 2023
APQ:
ADELAIDE POINTE QOZB, LLC,
A Michigan limited liability company
By
Name: Ryan M. Leestma
Title: Owner
3-2-23
Date: ____________________, 2023
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Agenda Item Review Form
Muskegon City Commission
Commission Meeting Date: 3/14/23 Title: 1095 Third Street Proposal Reviews
Submitted By: Jake Eckholm Department: Economic Development
Brief Summary:
Two Low Income Housing Tax Credit firms and one market rate developer have all approached us
on the Catholic Charities parcel, and we have solicited proposals on their concepts for staff and
commission review
Detailed Summary & Background:
We have received consistent interest in this site over the past 8-10 months, but it has been under
contract with another developer. Now that firm has bowed out due to market conditions, and we
have proposals from other entities that wish to complete infill housing and/or mixed-use projects at
the site. The building currently sits empty, and we have our facilities team routinely checking it for
utility issues and any potential dumping/blight/vandalism problems. Thus far we have been quite
lucky and there are minimal issues. We did just have a boiler component fail, so we cut off the gas
and turned off the water to the building to avoid any damage.
The building should not sit vacant under our ownership for another year as it will continue to
deteriorate, and it presents a powerful opportunity to address the housing shortage we are
experiencing in the community. To that end, staff has requested the various firms that have
inquired about the building to show us what they are proposing, and would like commission
feedback in selecting a preferred firm. As this was not a formal RFP, rather than make a specific
recommendation staff will review each proposal and highlight pros and cons from each. We hope
to move forward with direction on a preferred private sector partner from the commission’s
perspective as they all offer different scopes, and will return to you with a proposed development
agreement in an upcoming meeting.
Goal/Focus Area/Action Item Addressed:
Goal 1 (Image) Housing Focus Area, Goal 2 (Quality of Life) Housing Focus Area, Action Item 21-8
Expand Housing Options, and Goal 3 (Revitalize Revenues) Housing Focus Area, Action Item 21-
13 Increase Property Values in Urban Core and Eastside Neighborhoods
Amount Requested: N/A Amount Budgeted: N/A
Fund(s) or Account(s): N/A Fund(s) or Account(s): N/A
Packet Page 281
Recommended Motion: Motion to accept the proposal from (_______________) as presented and
direct the Development Services Director to negotiate a purchase and development agreement for
1095 Third Street for commission consideration.
Approvals: Guest(s) Invited / Presenting:
Immediate Division Head Information Technology Yes
Other Division Heads Communication No
Legal Review
For City Clerk Use Only:
Commission Action:
Packet Page 282
West Urban Properties, LLC
Presents:
1095 Third Street
Redevelopment Project
Program and Proposed
Development
Packet Page 283
Packet Page 284
A Culture Of
Inclusivity
A Conceptual View of West Urban
Properties contribution to
Muskegon’s Revitalization into the
21st Century and Beyond.
Packet Page 285
Blending Past, Present and
Future
• Inclusivity of a community does not happen solely on a
horizontal plane. It is NOT merely about mixing cultures.
Integration is horizontal and vertical.
• Inclusivity happens from the center of the neighborhoods to
the borders of the community and from the borders back in.
• Simply put- a community is blended from the ground to the
sky and aim to capture all the beating hearts in between.
Packet Page 286
Socio Economic
Muskegon Recaptured!
The chasm of
empty space left
behind after the
Muskegon Mall
demolition
eventually
became
recognized as an
opportunity
to re-imagine
the cultural
identity of this
lakeshore
community.
The efforts to revitalize the downtown Muskegon area are undeniably
successful.
Embracing the rich history of the city and its architecture has maintained a
sense of place and character.
Now, in 2023, Muskegon boasts a diverse population that attracts varied
businesses, residents and tourists.
The next step-
• Bring that same success into local neighborhoods!
• Address the ongoing housing shortage across income
groups while honoring the rich history of Muskegon
and building community!
Packet Page 287
1095 Third Street, Muskegon, MI 49440
Historic Preservation
Why preserve?
“….to enrich the cultural identity of a community; to stabilize and
strengthen property values; to attract businesses, residents of place
and give a sense of history and character. “
This structure was
built in 1927 in the
Morderne Art Deco
style which
celebrated the
modern
machine and
promoted
geometric
forms.
A remodel that
ignores the historical
elements of the
architectural style.
Our Proposed design plans to use the original structure,
exterior elements such as brick, if found safe for use, and
include decorative design elements from the Moderne Art
Deco Period blended with contemporary elements and
materials of today.
Packet Page 288
1095 Third Street, Muskegon, MI 49440
Area Housing
A concern for the citizens and government of Muskegon
has long been the procurement of affordable housing.
A city filled with beautiful but
aging houses adds visual culture
but without funds and fortitude
this may also lead to an
overwhelming amount of unsafe
living environments and create a
housing shortage.
Size of families within a household as well
as the culture and lifestyle are always
changing. Flexible design is needed to
meet the widest variety of family needs. West Urban Properties
will explore incorporating
HCV/Section 8 Vouchers
into our program as well
as market rate value
within the “MidTown
Center” project.
Packet Page 289
1095 Third Street, Muskegon, MI 49440
Area Housing
West Urban Properties, LLC. sets forth the goal
meeting the housing needs of
Culture and Community.
Within 3 to 6 minutes walking distance of MidTown
Square there are approximately 560 affordable
housing units in existing apartment buildings in
the city of Muskegon.
Walking
distance
Driving
distance
Within 4 miles of MidTown Square there
are approximately 972 affordable housing
units.
• Muskegon has a shortage of housing in all
demographic groups.
• West Urban Properties, LLC. aims to
provide a rich quality of life to all
demographic groups.
Packet Page 290
1095 Third Street, Muskegon, MI 49440
Area Housing
West Urban Properties, LLC. sets forth the goal
Of responding to a growing community.
• Not enough
vacancies.
• Family
Housing- 2+
bedrooms.
• 71.8% Want
more
apartments.
• Housing for
ages 25-40.
• WEST URBAN
PROPERTIES,
LLC. CAN
HELP!
Graphic table is taken from the Muskegon Housing Needs Assessment, Bowen
National Research, 2023
West Urban Properties, LLC commits to exploring the possibility of meeting a mix of
the following needs.
Low Income Community
HCV/Section 8 Out/RETAIL
1
Vouchers
bedroom
Millennials
Employee
growth
Studio
Inclusivity 2
bedroom
Apartment Medical
Field
Growth
Community
White within/ Empty
Blue collar collar HEALTH Nesters
Growth Growth WELLNESS
Packet Page 291
1095 Third Street, Muskegon, MI 49440
Corner of Houston and Third Street
Presents
MidTown Center
A Mixed Use Residential and Retail Project
Focused on Providing an Inclusive and Integrated
Living Community.
*All Drawings and designs dependent on feasibility study.
Packet Page 292
3 Story
Townhomes
Third St.
Houston St.
3 Story
Townhomes
Mixed Use
Apartments
Site Plan:
MidTown Center
1095 Third St.
Muskegon, MI 49440
Packet Page 293
Side views of MidTown Center.
Townhomes having individual parcel numbers so that the units can be
rented or sold.
Third Street View
3rd Street Side of MidTown Center Building
3rd Street MidTown Center Town Homes
Packet Page 294
*All Drawings and designs dependent on feasibility study.
Corner view of MidTown Center Town Homes,
corner of Third St. and W. Muskegon Ave.
*All Drawings and designs dependent on feasibility study.
Packet Page 295
Side views of MidTown Center.
Townhomes having individual parcel numbers so that the
units can be rented or sold.
Houston Street View
MidTown Center on Houston Street
MidTown Center Town Houses on Houston Street
*All Drawings and designs dependent on feasibility study.
Packet Page 296
Lower Level
First Level Showing Potential Apartment Layout at Full Capacity.
Packet Page 297
Second Level Showing Potential Apartment Layout at Full
Capacity.
General Feel of Town Homes-
Large windows with expansive
views. Easy living Luxury vinyl
Floors. Contemporary Cabinets
will lead to an overall warm
and modern feeling.
Source: Pictures taken from
Western Place Condominiums
Packet Page 298
Proposed Option pending feasibility
study. West Urban Properties proposes
to explore the potential for 2 additional
added to the first two floors.
Packet Page 299
*All Drawings and designs dependent on feasibility study.
Third Street View of 4 story option.
Basic floor plan 3rd and
4th, floors.
The addition of two more stories will allow for 2-
bedroom apartments or 34 more single apartments-
17 on each floor
Packet Page 300
*All Drawings and designs dependent on feasibility study.
With Sincere Appreciation
for the opportunity to share in the
growth of Muskegon.
Questions may be directed to:
Dave Dusendang
616 874 7085
Packet Page 301
Mr. Jake Eckholm
Director of Development Services
City of Muskegon Development Services Department
933 Terrace Street
Muskegon, MI 49440
RE: Letter of Intent to Redevelop City Owned Property
1095 3rd Street, Muskegon, MI 49441
PIDN: 61-24-205-350-0009-00, 61-24-205-350-0001-00
1.16 +/- Acres
Mr. Eckholm,
Please accept this letter of intent as a formal request by Spire Development (“Spire”) to redevelop
approximately 1.16 +/- acres of City of Muskegon owned property, located at 1095 3rd Street, Muskegon,
MI 49441 and identified in Exhibit A (PIDN: 61-24-205-350-0009-00, 61-24-205-350-0001-00) (the
“Property”).
Project Description
Spire intends to redevelop the Property as a 45-55 unit, 100% affordable, workforce housing community
(the “Project”) that will be financed in-part with the Michigan State Housing Development Authority
(“MSHDA”) tax credit program. The Project’s 1, 2, and 3-BR units will be affordable to residents up to
80% of the Area Median Income (“AMI”). The Project will be designed as a 2-3 story enclosed garden
walk-up and will feature multiple amenities such as a community room, leasing office, resident storage
space, and indoor bicycle storage. The Project will be highly energy efficient, meeting Enterprise Green or
LEED standards. The Project will be designed with input from the local historic district and will
complement the architectural character of the area.
Spire is committed to preserving and or replicating the old façade of the existing building underneath the
currently plastered exterior as shown in the attached Exhibit B, subject to structural integrity. The
reconstructed building will include common space, residential units, and a potential white-box commercial
space, should market conditions support it. A three-story building will be built on the 0.21-acre lot on the
corner of Muskegon Avenue and 3rd Street, and an additional two to three story building will be built along
Houston Avenue. Buildings will be designed to maximize frontage along all roads. Parking will be designed
to be accessed from the alley.
Project Need in the Community
The Project will benefit the city in multiple ways. It will directly fulfill a measured need for tax credit
workforce housing in the community, as identified in the 2023 Muskegon Housing Needs Assessment and
the 2019 Multi-Family Housing Study, City of Muskegon, Michigan. The Project will re-develop a vacant
infill lot in a historical district along a public transportation corridor, which will encourage further
development along Muskegon Avenue and 3rd Street. The Project will create jobs and support local
businesses by employing numerous local subcontractors and tradesmen who will construct and consume in
the vicinity. Working families will benefit from the Project’s proximity public transportation and major
employers, while seniors looking to downsize from single family homes will have a new housing option
built to modern accessibility standards. Finally, residents will be able to live in an environment where they
are not rent burdened and therefore will have more disposable income to support the local economy.
Packet Page 302
Project Ownership and Management
Spire Development will serve as the developer and long-term owner of the Project, which we anticipate
will be managed by KMG Prestige. KMG Prestige is one of the largest affordable housing management
companies in the state of Michigan and has partnered with Spire on prior projects, the most recent being
Center City Lofts, a 55-unit workforce housing development in Midland, Michigan. Spire will engage a
third-party general contractor via a competitive bid process to construct the project, which will support
local subcontractors.
Project Timeline
Should Spire be selected for redevelopment of the Property, we will immediately engage with city staff to
present concept plans and solicit feedback. The goal of outreach will be to determine the ideal architectural
design and site plan layout to best serve the needs of the community. Spire has a history of welcoming and
incorporating stakeholder input to deliver projects that enhance the communities in which they are located.
After city staff’s input has been received, Spire will apply for tax credits in the October 2023 funding round.
Should Spire successfully receive a funding award, groundbreaking will occur in the spring of 2024. The
project will be completed in the summer of 2025.
Spire Development appreciates the opportunity to present a concept plan for the subject Property. Please
do not hesitate to contact the undersigned with any questions you may have.
Sincerely,
Sean McMickle
Development Vice President
Spire Development, Inc.
Attachments
- Exhibit A: Property map
- Exhibit B: Existing structure historical photographs
- Exhibit C: Example Spire Development Projects
Packet Page 303
Exhibit A: Property Map
+/- 1.16 acres
PIDN#s:
61-24-205-350-0009-00
61-24-205-350-0001-00
Packet Page 304
Exhibit B: Existing structure historical photographs
Packet Page 305
Exhibit C: Example Spire Development Projects
Lofts at Milnes Plaza, Coldwater, Michigan
Packet Page 306
Packet Page 307
Center City Lofts, Midland, Michigan
Austin Commons, Miami Township, Ohio
Packet Page 308
THIRD STREET LIVE/WORK LOFTS
1095 THIRD STREET
REDEVELOPMENT PROPOSAL
Submitted by General Capital Group
MARCH 5, 2023
Josh Hafron, 414-228-3518
General Capital Group
Packet Page 309
COLLABORATE · INNOVATE · EXECUTE
6938 N S A N TA M O N I C A B LV D
MILWAUKEE, WI 53217 P: 414.228.3500
F: 414.228.3700
G E N E R A L C A P I TA L G R O U P.C O M
TABLE OF CONTENTS
1. Cover Letter
2. Proposed Development Vision
3. Financial Structure and Financial Stability
4. Appendix
a. General Capital and Bedrock Construction Company
b. Hooker DeJong Architects
c. Progressive A/E
d. KMG Prestige
Packet Page 310
COLLABORATE · INNOVATE · EXECUTE
6938 N S A N TA M O N I C A B LV D
MILWAUKEE, WI 53217 P: 414.228.3500
F: 414.228.3700
G E N E R A L C A P I TA L G R O U P.C O M
March 5, 2023
Mr. Jake Eckholm
Director of Development Services
City of Muskegon
933 Terrace Street
Muskegon, MI 49440
Re: Redevelopment Proposal for Third Street Live/Work Loft Apartments
1095 Third Street
Dear Jake:
General Capital Group is pleased to present our proposed redevelopment plan for 1095 Third Street in
Muskegon’s vibrant Nelson neighborhood. The attached proposal responds to the City of Muskegon’s
specific development goals. We are familiar with the site and have been interested in pursuing a
development in this area for several years. While our previous efforts to secure a site in the neighborhood
(at 1144 Third Street) did not come to fruition, we are excited by the opportunity to propose a large-scale
redevelopment of this property. We believe this site presents an excellent opportunity for a vibrant,
mixed-use workforce housing community with state-of-the-art residential amenities and a combination
of retail and live/work opportunities that will activate and engage both Third Street and Houston Avenue.
Our research indicates a tremendous demand for high-quality affordable housing in Downtown Muskegon
and our track record demonstrates our ability to turn this project into a reality. In addition, our proposal
directly responds to the City’s recently released “Housing Needs Assessment” conducted by Bowen
National Research, which indicates tremendous housing demand in our target demographic and rental
price points.
As the City is aware, General Capital is active in Downtown Muskegon; we developed both the Berkshire
– Muskegon independent senior project as well as our recently opened TEN21 Apartments on Jefferson
Street, only a couple of blocks away from the proposed site. In addition, General Capital recently acquired
the Village at Jackson Hill on the City’s east side. As we have done in the past with our projects in
Muskegon, General Capital takes particular care in developing designs that reflect the local neighborhood
fabric. We don’t use building prototypes and standard floorplans. Each housing community is unique to
its placement in the neighborhood and surrounding community. We find this approach generates long-
term value for us, as owners, as well as the communities in which we operate. Our projects blend
seamlessly with the neighborhood as we have demonstrated with both our Berkshire and TEN21 projects
in Downtown Muskegon.
General Capital’s plan for this site reflects the City’s “Preferred Development Vision” as a point of
departure. The City is seeking a multi-story mixed-use development with a focus on the pedestrian
environment and active first floor uses to complement the neighborhood. Our plan enlivens the public
Packet Page 311
realm by providing active uses on the ground floor including commercial space in live/work units that help
incubate and foster small businesses and increase urban vitality. We will incorporate the historic Catholic
Charities building into our development as the cornerstone of the project, providing a beautiful two-story
“Main Street” style frontage to our 51-unit development. We are proposing to restore and repurpose this
two-story structure with a new commercial storefront with a “Community Serving Facility,” community
space and loft-style apartments. General Capital has specific experience renovating historic structures,
similar to what we are proposing here. We are proposing to activate the Houston Street frontage with
live/work units with active pedestrian storefronts lining the street, offering residents the opportunity to
operate a business or studio on the ground floor of these unique two-story units. Together, our scheme
creates a cohesive, multi-building development that fits the scale and character of the neighborhood.
Given the high priority the City has placed on restoring this structure, our group has the experience it
takes to realize the successful combination of an historic building and a new construction addition as we
are proposing. We have done very similar historic renovation/new construction combinations with our
Niles Post Office Apartments and Albert Kahn Apartments in Jackson, Michigan.
In addition to contributing to the vitality of Downtown, our project will be a showcase for sustainable
urban infill development. Our project will be LEED®- certified and will use state-of-the-art infrastructure;
high efficiency plumbing fixtures; energy efficient lighting; EnergyStar® furnaces and appliances; certain
recycled building materials and other green/sustainable features. Participation in the LEED program
assures the City that our project will meet a stringent third-party green building verification process.
General Capital’s project will also include numerous Universal Design features to ensure that the entire
community can enjoy our property. All outdoor spaces will be designed with accessibility in mind and our
units will include flexible designs that provide opportunities for increased accessibility. For example,
cabinets that can be converted to accommodate individuals with physical disabilities. All units will be
visitable and 10% of the units will be barrier free. Together, our forward-thinking design, approach to
sustainability, diversity and inclusion, will make our project a cornerstone of the lively Nelson
neighborhood.
As a brief introduction, General Capital is a leading Milwaukee-area based real estate development firm
focused on developing high-quality, sustainable projects in established urban neighborhoods, each with
a unique character reflecting the community in which it is developed. Our firm is a recognized leader in
the development of high-quality affordable housing communities using federal, state and local housing
financing programs in Wisconsin, Michigan and Illinois. Our core business also includes the development
and acquisition of office, industrial, retail and market-rate multi-family assets. The firm was established
in 1994 and has developed over 37 housing tax credit projects to date.
General Capital develops or repositions institutional quality assets that are typically held in the company’s
portfolio for the long term. In selecting and executing its projects, General Capital works closely with
municipalities to ensure that projects enhance long-term community goals and objectives. We have a
well-established track record in Michigan (nine projects to date) and are familiar with funding programs
available for this project. We find that generating good ideas is the “easy part” of development. The
challenge is to close these deals in today’s high cost and high interest rate environment. Our team has a
long and successful track record of choosing projects carefully and executing the details with great
care. Our ideas get done. Structuring innovative transactions with a deep understanding of property
subsidy, public and private financing structures and other soft money financing vehicles is a strong suit of
our development team. This project is no exception, and our development team has the expertise
required to navigate the complexity to execute our plan. We encourage you to visit our website to view
the depth of our experience and portfolio: www.generalcapitalgroup.com.
1095 Third Street RFP – Muskegon, MI GENERAL CAPITAL GROUP
Packet Page 312
Over the years, we have developed strong relationships with Michigan-based firms to ensure the best fit
of professionals with local knowledge and expertise. Our team will consist of Hooker DeJong Architects
(Muskegon), Progressive A/E for civil engineering (Grand Rapids) and KMG Prestige, our Michigan-based
property manager (Mt. Pleasant, MI). In addition, Tom Lapka of Mallory, Lapka, Scott and Selin (Lansing)
will serve as our Michigan-based counsel. Together, this core group has successfully collaborated on nine
projects with excellent, proven results. General Capital’s subsidiary, Bedrock Construction Company, will
act as General Contractor for the project. Bedrock has built over 25 tax credit projects over the years. We
have found that we get the best results by building our projects ourselves. While we do not self-perform
any trades, we have deep relationships with the industry and have found that we can best control
schedule and delivery with this approach. More specifically, we typically hire local and/or regionally-based
superintendents and use a Construction Manager form of delivery in the field. This allows us to tap local
subcontractors and professional trades. After construction is complete, KMG will typically hire a local on-
site property manager and maintenance personnel to run the property on a day-to-day basis. This allows
us to maintain a connection with the local community on an ongoing basis.
We believe our approach will yield an outstanding realistic, achievable project for the Catholic Charities
site. The enclosed supporting materials reflect our concept design and site plan, which we believe is a
great fit for the site. We are also including an overview of our firm, projects and professional team.
Together, we have accomplished this before with excellent outcomes, as evidenced by our existing
projects in Muskegon. Even though the City is familiar with our team, we encourage you to contact our
references to confirm our ongoing reputation with municipal and banking partners. You will find that our
team is professional and straightforward, with a particular emphasis of creating “win-win” scenarios for
the communities in which we work.
We look forward to presenting our proposal in more detail. In the meantime, please don’t hesitate to
contact Josh Hafron, our primary contact, at 414-228-3518 with any questions regarding our proposal. As
a final note, because of the similar nature of our proposal to previous historic renovation projects we have
developed, we are happy to set up site visits for you to view our projects in Niles and Jackson firsthand.
As always, thank you for your time and consideration.
Sincerely,
General Capital Group
Josh Hafron
1095 Third Street RFP – Muskegon, MI GENERAL CAPITAL GROUP
Packet Page 313
SECTION 2
Proposed Development Vision and Program
Packet Page 314
PROPOSED DEVELOPMENT VISION AND PROGRAM
General Capital is proposing a 51-unit mixed-use development called “Third Street Live/Work Loft
Apartments” consisting of a combination of adaptive re-use units and commercial space in the existing
building as well as a 3-story addition along Houston Avenue. In developing the proposal, our Muskegon-
based architect Hooker DeJong considered the existing fabric of the neighborhood including massing,
streetscape and architectural character of surrounding buildings. The result is a scheme with three
primary components:
1. Adaptive Re-use of the Historic Catholic Charities Building. We have recently renovated such
historic structures and incorporated them into new developments in both Niles and Jackson,
Michigan. In both cases, the renovations received the nod of the state’s Historic Preservation
Office without going through the formality of the National Park Service process. In other words,
we have done this successfully before and understand what it takes to accomplish this. In the case
of the Catholic Charities building, we intend to remove the existing stucco exterior to expose the
original brick and storefront super structure below. We intend to replace the storefront on the
ground floor and open the structural bays on the upper floor to authentically reproduce the spirit
of the original building. We then intend to renovate the ground floor into commercial space,
community meeting and amenity space and loft-style units on the back of the building and second
floor. To allow us the greatest flexibility in repurposing this structure, we do not intend to pursue
historic preservation tax credits. This will allow us to use as much of the existing structure and
character as possible, while allowing us to make the building work for us.
2. A 3-story new construction addition with unique two-story “live/work” units. We intend to
connect the existing Catholic Charities building to a new 3-story structure that will include 35 units
in a combination of one-, two- and three-bedroom configurations. The unique live/work units will
include direct entries from the street, allowing for residents to “hang their shingle” and promote
their home-based business in a separate space. Uses we have seen is such spaces include artists’
studios, hairdressers, accountants, architects and therapists. These spaces works nicely as
incubator spaces for new businesses before finding outside commercial space. These units will
create a lively, active frontage along Houston Avenue, rather than the typical apartment building
up against the sidewalk.
3. Pocket Park and Food Truck/Market Space. We intend to preserve the parking lot at the corner
of Third Street and Muskegon Avenue to support area businesses with public parking and offer a
potential gathering space for food trucks and/or market stalls as the community sees fit. We
intend to work with City to program and fund this space. Our intent is to keep it separate from
our primary proposal. We believe it should be maintained as a gateway site with a special public
purpose.
We believe our project offers the City a vibrant, mixed-use community that responds to the needs of the
neighborhood. General Capital has a tremendous track record of getting these projects off the ground,
from initial concept to the groundbreaking. We believe our concept has merit and is the right size and
scale for this site.
1095 Third Street RFP – Muskegon, MI GENERAL CAPITAL GROUP
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Muskegon, MI
03.03.2023
Conceptual Design Review
Packet Page 316
PROJECT OVERVIEW | PROJECT LOCATION
Site Location: 1095 Third Street Muskegon, Michigan
A0.95-acre site at the intersection of Houston Ave and 3rd Street in the City’s Nelson Neighborhood, in close
proximity to the Downtown Heritage District. The site serves as a connector gateway between the outer
residential neighborhoods and the Downtown Heritage District.
PROPOSED SITE
W APPLE AVE
HACKLEY PARK
2N
D
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HAMILTON AVE
3R
D
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3
PROJECT BRIEF | ZONING INFORMATION
Zoning Classification: FBC-MS: FBC - Mainstreet / Non Form Based Code Zoning Areas
The site is included in the form-based code and is also specified within the PUD district. The site is zoned FBC-
MS (FBC Mainstreet), which is intended to provide a focal point that serves the city’s neighborhoods by accom-
modating retail, service, and residential uses in a compact, walkable urban form. The Mainstreet area is charac-
terized by mixed use buildings set next to the sidewalk in order to create a street wall and promote commerce
and shopping. These buildings contain primarily street level retail use; however, residential and service uses may
occur on the ground floor so that the area can mature over time. This district also supports live/work establish-
ments, multi-plex housing and some rowhouses, with a high level of walkability and vibrancy at the street level.
PROPOSED SITE
DEER TRAIL
WA
Form Based Code
TA
GI
DD
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IN
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Zoning Districts
SIMONELLI
PETERSON
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CONCEPT DESIGN | CONCEPTUAL SITE PLAN
The proposed site features a new 3 story (35 unit) live+Work building attached to the existing renovated 2-story
(16) unit building with commercial and community spaces. Adjacent parking and food truck amenity to lot to
the north.
GATEWAY SIGNAGE
E
AV
GON
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3R
K
US
D
ST
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ET
GATEWAY ELEMENT
FOOD TRUCK
GATHERING SPACE
EX TO
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ACCESSIBLE
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PARKING (6)
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UNIT ENTRY - TYPICAL
ON BOTH SIDES
Packet Page 319
5 NORTH
CONCEPT DESIGN | EXISTING BUILDING
ADAPTIVE RE-USE OF EXISTING CATHOLIC CHARITIES BUILDING
Community Space and
Amenities
Residential Units Above
COMMERCIAL SPACE
GROUND FLOOR SECOND FLOOR
CONCEPTUAL FLOOR PLANS
Hooker DeJong | Design Concept | 03/03/23
Packet Page 320
CONCEPT DESIGN | LIVE/WORK UNITS
CONCEPTUAL FLOOR PLANS OF LIVE/WORK
One- and 2-BR Units
Direct Entry Live/Work Units
FIRST FLOOR
Second Floor Living Space
of Live/Work Units
SECOND FLOOR
Three Bedroom Three bathroom
1,314 square feet
12 Townhome Style Units
Three Bedroom Three bathroom
PLAN 3.1
1,314 square feet
12 Townhome Style Units
One- and 2-BR Units
THIRD FLOOR
HIDE HOUSE LOFTS H I D E
HOUSE
0’ 1’ 3’ 5’ 10’ 20’
Hooker DeJong | Design Concept | 03/03/23
Packet Page 321
CONCEPT DESIGN | HISTORIC RENOVATION
NILES POST OFFICE APARTMENTS -- Niles, MI
ALBERT KAHN APARTMENTS -- Jackson, MI
BRASS WORKS APARTMENTS -- Delavan, WI
Hooker DeJong | Design Concept | 03/03/23
Packet Page 322
CONCEPT DESIGN | DESIGN INSPIRATION
The proposed development strives to blend traditional industrial architecture to modernity through design. This
project can create variety and texture, and community interaction to an already historic site in Muskegon, MI.
VARIETY + TEXTURE!
CORNERS CAN BE
GATEWAYS TO NEW
PLACES.
ENCOURAGE USES
THAT GO BEYOND JUST
DAYTIME
EXISTING
INDUSTRIAL STYLE
ARCHITECTURE
MEETING MODERN
SLEEK
PEDESTRIAN PRIORITY
PLACES
HISTORIC CONTEXTS
EXISTING
CONTEXTS
Packet Page 323
6
CONCEPT DESIGN | LIVE+WORK BUILDING
CONCEPTUAL STREETSCAPE VIEW
CONCEPTUAL STREETSCAPE VIEW
Packet Page 324
7
CONCEPT DESIGN | SUPPLEMENTAL IMAGES
Packet Page 325
9
CONCEPT DESIGN | SUPPLEMENTAL IMAGES
Packet Page 326
10
SECTION 3
Conceptual Financial Structure / Financial
Stability
Packet Page 327
CONCEPTUAL FINANCIAL STRUCTURE & FINANCIAL STABILITY
General Capital is proposing a significant investment in this project of approximately $15.3 million in the
Nelson Neighborhood, including paying the City of Muskegon $100,000 for the property included in our
proposed project. Our proposal contemplates a combination of financing sources including a first
mortgage of approximately $2.3 million and Housing Tax Credit equity of approximately $12.9 million. We
anticipate applying for MSHDA tax credits in the October 2023 round, allowing us to work with the City
and neighborhood stakeholders to fully vet our proposal and produce the necessary documentation for
our submittal.
This section contains an overview of the conceptual financial structure and documentation of General
Capital’s financial capacity to undertake the contemplated project.
PROJECT SOURCES AND USES
Uses:
Land Purchase 100,000
Construction 12,026,898
Interim Costs During Construction 755,527
Soft Costs 2,272,500
Reserves 223,037
Total Uses 15,377,962
Sources:
First Mortgage 2,431,719
Managing Member Equity 100
Deferred Fee 47,433
Tax Credit Equity 12,898,710
15,377,962
Total Sources
FINANCING AND COMPENSATION TO CITY FOR LAND
Equity: General Capital will apply in MSHDA’s October 2023 9% round for housing tax credits.
Debt: General Capital will secure first mortgage bank debt after an award of credits.
Land Purchase: General Capital is offering to purchase the building and vacant parcel for $100,000. General
Capital is not offering to purchase the land at the corner of Third and Muskegon.
PILOT: The project is requesting a 30-year 4% PILOT from the City of Muskegon.
1095 Third Street RFP – Muskegon, MI GENERAL CAPITAL GROUP
Packet Page 328
Unit AMI Mix: The project will be a mixed income project and be able to serve households up to the incomes
listed below within each Area Median Income bucket. The project is set up using these AMI
buckets to maximize scoring for the MSHDA tax credit application.
Max 2 HH Max 3 HH Max 4 HH Max 5 HH
30% 5 $ 17,160 $ 19,320 $ 21,450 $ 23,190
40% 13 $ 22,880 $ 25,760 $ 28,600 $ 30,920
60% 14 $ 34,320 $ 38,640 $ 42,900 $ 46,380
80% 19 $ 45,760 $ 51,520 $ 57,200 $ 61,840
51
Estimated Rents: Estimated rents as of March 2023, depending on a resident’s income will range from $305-875
for 1-bedroom units, $525-$1,000 for 2-bedroom units and $975-$1,200 for 3-bedroom units.
PROJECT TIMELINE
General Capital anticipates applying for Housing Tax Credits in the Fall of 2023, allowing ample time for
municipal entitlements and stakeholder buy-in. We anticipate closing this transaction by mid-summer
2024 with occupancy approximately one year later. The schedule below shows the major milestones of
our project:
RFP Submittal 3/2/2023
RFP Awarded 3/15/2023
Purchase Agreement Signed 4/15/2023
PILOT Approval Summer 2023
Site Plan Approval Summer 2023
Secure Project Based Vouchers Summer 2023
Neighborhood Engagement Summer 2023
MSHDA Application Submitted 10/1/2023
MSHDA Award Announcements 12/1/2023
CLOSING 6/15/2024
Construction Commencement 6/30/2024
Construction Completion 7/30/2025
Resident Move In 8/1/2025
FINANCIAL CAPACITY
Three principals of General Capital, Michael Weiss, David Weiss and Joshua Hafron will guarantee the
construction contract, provide guarantees to the tax credit investor and fund predevelopment costs until
the Closing of the transaction. If General Capital is chosen to develop the parcel, the principals will provide
financial statements prior to selection/award, if requested.
1095 Third Street RFP – Muskegon, MI GENERAL CAPITAL GROUP
Packet Page 329
Appendix
Packet Page 330
Firm Overviews and Resumes
Packet Page 331
LEAD DEVELOPER
General Capital
Packet Page 332
Affordable Housing
Development
B E E R L I N E B A PA R T M E N T S
Packet Page 333
Affordable Housing
The partners of General Capital have been involved in the development, management and ownership of affordable multifamily
housing projects since the 1980’s. Our commitment to affordable housing involves development, acquisition and rehabilitation
housing.
General Capital’s new construction of affordable rental housing has involved the use of 9% and 4% tax credits as well as other
Federal and local housing programs. General Capital has successfully developed a well-known senior housing brand, the
“Berkshire”. Berkshire independent senior apartments are designed to specifically meet the housing and supportive services
needs to allow today’s independent living elderly to comfortably age in place. Berkshire residents are a part of an active, well-
rounded community that provides a sense of self, well-being and inclusion. The Berkshire’s commitment to quality was recognized
with a Charles Edson Tax Credit Excellence Award for the Berkshire Grafton in 2003.
General Capital is also focused on the acquisition and preservation of apartment projects currently regulated by HUD, the IRS or
State Housing Agencies and non-regulated multi-family properties that are candidates for repositioning as affordable properties.
The firm has extensive experience utilizing both public and private resources to preserve the affordability of housing. Transactions
have involved the investment of new tax credit equity and more conventional debt and equity strategies.
H I D E H O U S E L O F T S - M I LWA U K E E , W I
Packet Page 334
General Capital Acquires, Rehabilitates
and Develops Affordable Housing
These practices are the basis of General Capital’s success:
• Working with non-profit organizations
• Emphasizing community collaboration with local organizations and community business leaders
• Structuring innovative transactions with a deep understanding of property subsidy, rehabilitation and financing vehicles
• Maximizing environmental conservation through sustainable development including the redevelopment and renewal of
environmentally contaminated properties
• Engaging high quality property management firms and intensive asset management
• Utilizing best practice construction methods and high quality materials that ensure quality and durability of product
• Working closely with state agencies to achieve mutual objectives
R U X T O N - P L AT T E V I L L E , W I
Packet Page 335
General Capital Team
David Weiss
CHIEF EXECUTIVE OFFICER
David is Chief Executive Officer of General Capital. He began his career in New York with Citibank’s Leveraged
Capital Group in the 1980s. David later became a Vice President in Citibank’s Institutional Recovery
Management group, where he was involved in corporate workouts, restructuring and lender litigation. In
1993, David moved to Citicorp’s Real Estate Group in Chicago, where he was Vice President and team leader
in the Shopping Centers Group, managing a debt portfolio in excess of $400 million. He joined General Capital
Group in 1997 as a founding Partner. David is a member of the Firm’s Investment Committee and is responsible for General
Capital’s financial and banking relationships and risk management.
Additionally, he is head of strategic planning on a local non-profit board and has been a guest lecturer in several Marquette Real
Estate courses, a mentor to business school students and active participant in various student career advancement programs.
Josh Hafron
PARTNER
Josh Hafron joined General Capital’s Chicago office in 2007 with a focus on the acquisition and redevelopment
of affordable/low income housing projects across the country. Josh has over 15 years of commercial real
estate experience. Prior to joining General Capital, he served as assistant vice president with Urban Innovations
in Chicago, where he was involved in the acquisition of affordable housing projects nationally. Josh previously
held positions with First Industrial Realty Trust and First Chicago Capital Markets. Josh graduated from Tufts
University and has a joint MA/MBA degree from George Washington University. He and his wife Kim live with their two children
in Glencoe, IL.
Sig Strautmanis
PARTNER
Sig is responsible for coordinating General Capital’s design, municipal entitlements and construction. In
addition, Sig leads General Capital’s environmental initiatives, including managing the firm’s energy efficiency
program and certifying new residential projects.
In 2004, Sig was named to the Business Journal’s “40 Under 40” list for his contributions to the profession
and local community. Sig joined General Capital after working for LDR International, a nationally recognized
land use and urban design firm in Columbia, Maryland and for the Village of Germantown, a high growth Milwaukee suburb.
In addition to his work at General Capital, Sig is currently an Adjunct Assistant Professor of Urban Planning at the University of
Wisconsin – Milwaukee. He has Masters degrees in Architecture and Urban Planning.
Packet Page 336
Chelle Nennig
CHIEF OPERATING OFFICER
Chelle has over 25 years of experience in Real Estate Development and Property Management. After
graduating from Carroll University with a Bachelor’s of Science Degree in Accounting she worked at an
international public accounting firm spending 5 years in the Audit practice. Chelle then joined a rapidly
growing development and property management company where she rose to President. In 2000 Chelle
further advanced her real estate career by joining General Capital Management. Presently, Chelle is
responsible for the Investor Relations, Accounting, Financial Reporting, Tax Compliance and Property Management Departments.
Chelle also oversees the management of the student housing operations.
Renee Adrian
ACCOUNTANT
Renee is a 1991 graduate of the University of Wisconsin, Oshkosh. After working for the State of Wisconsin
with the Department of Corrections, Renee worked briefly for The Midland Group as an assistant to the
Property Manager. In 1996 she left Midland to work for the newly formed General Capital Management Inc.
During the past 20 years with General Capital, Renee has worked as the Property Manager, Office Manager
and Accounting Administrator. In her current role as Leasing Specialist Renee coordinates tenant leasing and
construction and also maintains an active role in the accounting department. Renee has been a licensed Real Estate Broker with
the State of Wisconsin since 1998 and is a member of the International Council of Shopping Centers.
Carmello Maddente
VICE PRESIDENT, MARKETING AND IT
Carmello joined General Capital in 2010 filling a new position at the firm, Director of Marketing. Prior to
General Capital Carmello worked in the marketing department at Wisconsin’s largest residential real estate
firm. At General Capital Carmello is responsible for all marketing and information technology initiatives.
Jackson Lindsay
CONSTRUCTION COORDINATOR
Jackson assists with project logistics, feasibility, design, and construction. Prior to joining General Capital in
2014, Jackson worked as a design/build custom woodworker. He holds a Masters degree in Architecture from
the University of Wisconsin – Milwaukee.
Packet Page 337
Jenifer Bersch
PARALEGAL
Jenifer joined General Capital as a Paralegal in March 2019. Prior to joining General Capital, she was the
Senior Paralegal at Stark Investments, an international multi-billion dollar investment company, with primary
responsibilities in the corporate, securities, transactional and compliance areas. Jenifer developed extensive
experience in the corporate, securities and transactional areas as Senior Paralegal at Michael, Best & Friedrich,
LLP. Jenifer attended the University of Wisconsin – La Crosse and graduated from the Minnesota School of
Business.
Sarah Hillenbrand
DEVELOPMENT
With a background in commercial banking and financial analysis, Sarah is well suited to take on a variety of
responsibilities. These include underwriting, financial projections, managing debt financing, and investor
relations. With an eye for both financial and aesthetic details, she’s equally adept weighing in on the financial
side of the real estate management as she is on the design. Sarah has a BA degree in Marketing and the
renowned Real Estate program at the University of Wisconsin-Madison.
Packet Page 338
CURRENT RESIDENTIAL PORTFOLIO
INCOME
PROJECT UNITS RESTRICTED UNITS TYPE CITY STATE ACQUIRED/PIS
Union Apartments 53 53 Workforce Wheeling IL Under Construction
Chapel Garden ** 63 63 Senior Milwaukee WI Under Construction
Berkshire at The Grove 102 102 Senior Stevens Point WI Under Construction
Berkshire Ashwaubenon ** 75 63 Senior/Workforce Ashwaubenon WI Under Construction
Johnsburg Workforce Housing 49 49 Workforce Johnsburg IL Pending Closing
Village Square Apartments at the Preserve 50 50 Workforce Elkhart Lake WI Pending Closing
Tyden Lofts ** 60 60 Workforce Hastings MI Pending Closing
Berkshire Sheboygan Riverfront ** 101 101 Senior/Workforce Sheboygan WI Pending Closing
Riverwest Food Accelerator 91 77 Workforce Milwaukee WI Pending Closing
MLK Library Apartments 93 93 Workforce Milwaukee WI Pending Closing
Village at Jackson Hill 40 40 Senior Muskegon MI 2021
Orchard Ridge 43 43 Workforce Ashwaubenon WI 2021
Post Office Apartments ** 63 63 Workforce Niles MI 2021
Berkshire Sheboygan Falls 65 54 Senior Sheboygan Falls WI 2021
Berkshire Johnsburg 68 67 Senior Johnsburg IL 2021
Albert Kahn Apartments ** 73 73 Workforce Jackson MI 2021
Ten21 Apartments ** 73 73 Workforce Muskegon MI 2021
Berkshire Stevens Point ** 88 88 Senior Stevens Point WI 2021
Brass Works Apartments ** 73 64 Workforce Delavan WI 2020
Ruxton Apartments ** 71 60 Workforce Platteville WI 2019
Four Flags Apartments 81 81 Senior Niles MI 2019
Riverwalk Apartments * 136 0 Workforce Waukesha WI 2019
Berkshire Niles ** 53 53 Senior Niles MI 2018
Harbor City Flats 81 81 Family Benton Harbor MI 2018
Berkshire Muskegon ** 84 68 Senior Muskegon MI 2018
Greenbelt Apartments 160 0 Workforce Greendale WI 2018
Hunters Run Apartments 72 72 Workforce Newton IA 2018
Valley View Apartments 96 96 Workforce Cedar Rapids IA 2018
Berkshire Paw Paw ** 42 42 Senior Paw Paw MI 2017
Johnston Heights Apartments 84 0 Workforce Johnston IA 2017
Regency Heights Apartments 75 75 Senior Iowa City IA 2017
Lakeside Gardens 80 80 Family Fond Du Lac WI 2016
Sage on Prospect * 34 0 Workforce Milwaukee WI 2016
Shorewood Apartments * 95 0 Workforce Shorewood WI 2016
Tech Village Student Living * 59/263 beds 0 Student Housing Grand Chute WI 2016
Whispering Hills Apartments 72 72 Family Port Byron IL 2015
* Indicates Market Rate Project
** Indicates Bedrock Construciton Project
Packet Page 339
CURRENT RESIDENTIAL PORTFOLIO
INCOME
PROJECT UNITS RESTRICTED UNITS TYPE CITY STATE ACQUIRED/PIS
Wildberry Village Apartments ** 74 74 Family Rockford IL 2015
MIAD Student Apartments * 85/385 beds 0 Student Housing Milwaukee WI 2015
Rosewood Apartments 86 86 Senior Berwick PA 2014
Berkshire Greendale ** 90 76 Senior Greendale WI 2012
Beerline B Apartments ** 140 119 Workforce Milwaukee WI 2012
Berkshire at Kensington ** 177 158 Senior Waukesha WI 2011
Hide House Lofts ** 60 60 Workforce Milwaukee WI 2010
Berkshire Oconomowoc ** 85 84 Senior Oconomowoc WI 2005
Berkshire at Sunset ** 78 78 Senior Waukesha WI 2003
Berkshire West Allis ** 80 80 Senior West Allis WI 2003
Silvernail 90 90 Senior Waukesha WI 2001
Total 3,599 2,961
FEE DEVELOPER TAX CREDIT DEALS
INCOME
PROJECT UNITS RESTRICTED UNITS TYPE CITY STATE ACQUIRED/PIS
Greenwich Apartments ** 53 36 Supportive Milwaukee WI 2016
Bradley Crossing Phase II ** 54 54 Supportive Brown Deer WI 2015
Deerwood Crossing Phase II ** 30 25 Senior RCAC Brown Deer WI 2014
Bradley Crossing ** 60 60 Supportive Brown Deer WI 2012
Maria Linden ** 72 61 Senior RCAC Milwaukee WI 2012
Elvin Sted ** 33 32 Supportive Stoughton WI 2011
Deerwood Crossing ** 66 64 Senior RCAC Brown Deer WI 2010
MacCauley Apartments ** 46 35 Supportive Milwaukee WI 2009
Total 414 367
* Indicates Market Rate Project
** Indicates Bedrock Construciton Project
Packet Page 340
URBAN LIVING
B AY V I E W
INTERIORS, COMMUNITY AND ART
Packet Page 341
URBAN LIVING
B AY V I E W
Packet Page 342
URBAN LIVING
B AY V I E W
Packet Page 343
INTERIORS, COMMUNITY AND ART
Packet Page 344
TEN21 APARTMENTS
1021 J E F F E R S O N ST, M U S K E G O N , M I 49440
COMPLETION DATE
SUMMER 2021
COST
$16,544,000
The TEN21 Apartments is a 73 unit workforce housing complex located
immediately outside of downtown Muskegon on a previously owned
municipal lot that housed Muskegon’s City Hall. The project is a new
construction 3-story building with underground parking. This is General
Capital’s second project in Muskegon. The project was financed with tax
credits from MSHDA and a conventional first mortgage and received a
PILOT from the City of Muskegon.
6938 NORTH SANTA MONICA BLVD
MILWAUKEE, WI 53217
(O) 414-228-3500 (F) 414-228-3700
Packet Page 345 WWW.GENERALCAPITALGROUP.COM
RESIDENTIAL
AFFORDABLE HOUSING
“The Berkshire Muskegon was the first
new development to be built under the
city’s recently adopted “Form Base Code,”
a progressive zoning tool intended to
encourage more thoughtful urban design
throughout Downtown Muskegon.”
COMPLETION DATE
2018
COST
$16,300,000
COMMERCIAL TENANT
AGEWELL SERVICES
BERKSHIRE MUSKEGON
275 W. CLAY AVENUE, MUSKEGON, MI
The Berkshire–Muskegon is an 84-unit mixed-use senior housing community located at 1st and Clay in
Downtown Muskegon. The 3-story brick building includes ground floor commercial space facing Clay,
community space and resident amenities facing Webster and residential units in a courtyard configuration.
AgeWell Services of West Michigan will occupy the 5,600 SF commercial space with offices.. The site produces
a WalkScore® of 82, indicating a highly pedestrian environment that is convenient to shopping and services.
The Muskegon Farmers Market, one of Michigan’s largest and longest operating open air markets, is only two
blocks away.
The Berkshire – Muskegon was the first new development to be built under the city’s recently adopted “Form
Base Code,” a progressive zoning tool intended to encourage more thoughtful urban design throughout
Downtown Muskegon. The property falls into two “character areas,” each containing specific development
parameters including “build to” setback lines, certain height and bulk restrictions and requirement for ground
floor commercial space. One unique aspect of the process was that it was approved by City Staff, not requiring
any commission or council approvals. The result is an urban, pedestrian-friendly building that fits comfortably
into its downtown location. 6938 NORTH SANTA MONICA BLVD
MILWAUKEE, WI 53217
The $16.3 million project was funded with tax credit equity from US Bancorp Community Development (O) 414-228-3500 (F) 414-228-3700
Packet Page 346
Corporation and a permanent loan from Chemical Bank. WWW.GENERALCAPITALGROUP.COM
RESIDENTIAL
AFFORDABLE HOUSING
COMPLETION DATE
2021
COST
$15,947,000
COMMERICAL TENANT
ELARA AND NEAR TITLE
NILES POST OFFICE APARTMENTS
322 E. MAIN ST, NILES MI 49120
The Niles Post Office Apartments is 63-unit workforce housing project in
downtown Niles, MI. The project involved the rehabilitation of the City’s
historic post office and the new construction of two buildings which
encompass apartment units and commercial space. The project opened
in the beginning of 2021 and was significantly leased by early Spring. The
commercial space in the project is fully leased to Near North Title and Elara,
a national provider of home-based health care. This is General Capital’s third
affordable housing project in Niles. General Capital developed and currently
owns the Berkshire Niles and the Four Flags Plaza Apartments in Niles, MI.
The project was financed with tax credits from MSHDA and a conventional
first mortgage and received a PILOT from the City of Niles.
6938 NORTH SANTA MONICA BLVD
MILWAUKEE, WI 53217
(O) 414-228-3500 (F) 414-228-3700
Packet Page 347 WWW.GENERALCAPITALGROUP.COM
ALBERT KAHN APARTMENTS
214 S . JAC KS O N ST, JAC KS O N , M I 49201
COMPLETION DATE
2021
COST
$15,980,000
COMMERCIAL TENANT
COTERIE JACKSON PILATES STUDIO
The Albert Kahn Apartments is a 73-unit workforce housing project in
downtown Jackson Michigan. The project involved the rehabilitation of
the City’s historic Citizen Patriot Newspaper plant & office and a new
construction addition which includes apartment units and commercial
space. After a short few months the residential component of the project
was significantly leased. The project also opened with one of the commercial
spaces leased to a Pilates Studio, Coterie Jackson. The project was financed
with tax credits from MSHDA and a conventional first mortgage and received
a PILOT from the City of Jackson.
6938 NORTH SANTA MONICA BLVD
MILWAUKEE, WI 53217
(O) 414-228-3500 (F) 414-228-3700
Packet Page 348 WWW.GENERALCAPITALGROUP.COM
RESIDENTIAL
AFFORDABLE HOUSING
“General Capital worked closely with the
Village of Paw Paw to design and fund this
project. The Village contributed $200,000
to improve the commercial space and over
$40,000 in fee waivers and streetscape
improvements.”
COMPLETION DATE
2017
COST
$9,700,000
BERKSHIRE PAW PAW
3 0 8 E M I C H I G A N AV E , P AW P AW M I
The Berkshire–Paw Paw is a 42-unit affordable independent senior housing community located in the
heart of Downtown Paw Paw, Michigan. Residents enjoy walking to downtown restaurants, shops and
services. Autumn House Adult Day Care Services is located in the street-facing commercial space, offering
area residents a safe and inviting daytime environment for adults with special needs such as Alzheimer’s,
dementia or other physical impairments. The Berkshire – Paw Paw is LEED® Certified, a nationally
recognized environmental program that demonstrates a commitment to energy efficiency and care for the
earth. Residents will benefit with lower utility bills, increased indoor air quality and overall improvement of
environmental health. The facility is one of the only LEED® Certified apartment communities in Southwest
Michigan.
General Capital worked closely with the Village of Paw Paw to design and fund this project. The Village
contributed $200,000 to improve the commercial space and over $40,000 in fee waivers and streetscape
6938 NORTH SANTA MONICA BLVD
improvements. The project was the first new project to be approved under the Village’s Downtown Overlay
MILWAUKEE, WI 53217
District, a form-based code emphasizing mixed-use, pedestrian-oriented development. The $9.7 million (O) 414-228-3500 (F) 414-228-3700
Packet Page 349
project was funded with tax credit equity from US Bancorp Community Development Corporation and a WWW.GENERALCAPITALGROUP.COM
permanent loan from Chemical Bank.
RESIDENTIAL
AFFORDABLE HOUSING
The project gained full support of the local
municipality, including the Downtown
Development Authority, which approved the
project through its Design Review Board.
The City Council endorsed the project with a
support resolution and PILOT.
BERKSHIRE NILES
1 0 N 3 R D S T R E E T, N I L E S M I
Niles, Michigan is known as “The City of Four Flags,” the oldest European settlement in lower Michigan
with over 300 years of interesting architecture, culture and history. The Berkshire-- Niles is located at the
corner of Third and Broadway in the Heart of Downtown Niles. This 53-unit independent senior housing
community is the latest addition to General Capital’s “Berkshire” brand. The 3-story building features
gabled roof forms with dormers over porches, high quality brick and siding materials and underground
parking, a feature rarely seen in this market.
General Capital worked with local stakeholders to design an appropriate building for this important
gateway location. The property is an assemblage of several small, underutilized parcels in a highly
visible location with views of the St. Joseph River. The project gained full support of the local municipality,
including the Downtown Development Authority, which approved the project through its Design Review 6938 N Santa Monica Blvd
Board. The City Council endorsed the project with a support resolution and PILOT. The project will Fox Point, WI 53217
be the first significant new residential development in Downtown Niles in decades. The project will tel 414-228-3500 fax 414-228-3700
have a catalytic impact on the immediate neighborhood and will bolster community confidence in the www.generalcapitalgroup.com
development potential of Downtown Niles.
Packet Page 350
The $12.1 million project was funded with tax credit equity and permanent debt through Insite Capital/
Chemical Bank and a $500,000 grant from the Federal Home Loan Bank of Indianapolis.
BEERLINE B APARTMENTS
1710 N COM M E R C E ST R E E T, M I LWA U K E E , W I 53202
“Affordable Housing
Tax Credit Apartment Deal located in the
Heart of Downtown Milwaukee.”
COMPLETION DATE
2012
COST
$26,636,000
COMMERCIAL TENANT
DENTAL ASSOCIATES
The Beerline apartments project is located on Commerce Street along on the River in in
Downtown Milwaukee. The project has a total of 140, 1-, 2-, and 3-bedroom units. 90 of
the units are in BLDG 1 on the south edge and 50 in BLDG 2 on the North, the building
adds to the expansive new construction product in the downtown market. The main
buidlings are split by BLDG 3, a resident / commnity lounge that features a theatre
like Audio/Video experience, blazing fast Wi-Fi, a full kitchen and a wood burning pizza
oven for neighborhood events and private / public community get togethers.
To finance the project, General Capital received one of the largest private allocations of
LIHTC in Wisconsin’s history. In addition, General Capital worked closely with the City
of Milwaukee to negotiate a $1.1 million TIF to reconstruct the Milwaukee River dock
wall and Riverwalk. The project also obtained a $400,000 brownfield grant to assist 6938 NORTH SANTA MONICA BLVD
MILWAUKEE, WI 53217
with environmental clean-up.
(O) 414-228-3500 (F) 414-228-3700
Packet Page 351 WWW.GENERALCAPITALGROUP.COM
RESIDENTIAL
AFFORDABLE HOUSING
“Workforce housing for Milwaukee’s creative
dlass Designed with an industrial aesthetic”
COMPLETION DATE
2010
COST
$11,555,000
URBAN LIVING
B AY V I E W
HIDE HOUSE LOFTS
2 6 1 5 S G R E E L E Y S T, M I L WA U K E E , W I
Hide House Lofts is a 60-unit affordable workforce housing community located in
Milwaukee’s trendy Bay View neighborhood. The property was developed as a housing
complement to the larger Hide House creative arts complex, which includes over 60 artists
and creative businesses. Hide House Lofts was developed on a property that was once part
of a larger commercial tannery complex. The property was contaminated with solvents
from the tannery operation and required source removal and soil encapusulation as part
of a DNR Remedial Action Plan approved for the property. In the process of developing
the new project, several buildings were demolished. The project achieved over 93% landfill
diversion, including re-purposing wood beams into flooring for the new building.
General Capital closed on the Hide House Lofts transaction at the height of the Great
6938 NORTH SANTA MONICA BLVD
Recession. This required a complex financial execution leveraging numerous sources of
MILWAUKEE, WI 53217
funds including $1.7 million of federal TCAP (Tax Credit Assistance Program) funds. (O) 414-228-3500 (F) 414-228-3700
Packet Page 352 WWW.GENERALCAPITALGROUP.COM
RESIDENTIAL
AFFORDABLE HOUSING
“General Capital worked with the
National Park Service to obtain approval
for the adaptive re-use of the building into
73 workforce apartments.”
COMPLETION DATE
2020
COST
$16,300,000
COMMERCIAL TENANTS
BRASS WORKS STAFFING
BRASS WORKS APARTMENTS
820 E. WISCONSIN ST, DELAVAN, WI
General Capital recognized the demand for high quality affordable housing in the City of
Delavan, a picturesque tourism-intensive community west of Lake Geneva. In seeking an
appropriate site, a large industrial building became available and General Capital seized the
opportunity to renovate an historic building in the heart of the community. The former George
W. Borg Corporation facility was built between 1943 and 1956, at the height of WWII. In 1942,
Borg Corporation was awarded a large government contract to manufacture ammunition
components, including the famous “proximity fuse” used in the war. General Capital worked
with the National Park Service to obtain approval for the adaptive re-use of the building into 73
workforce apartments.
The building required full restoration of the exterior brick, new historically accurate windows
and other historic features. The interior is fully gutted and retrofit to create authentic loft-style
residential units and community spaces. The building includes direct entry 3-bedroom units on 6938 NORTH SANTA MONICA BLVD
the south side of the building. The $16.3 million project is supported by a $1.2 million TIF from MILWAUKEE, WI 53217
the City of Delavan and an allocation of affordable housing tax credits. In addition, the property (O) 414-228-3500 (F) 414-228-3700
is takingPacket Page
advantage 353 and state historic preservation tax credits.
of federal WWW.GENERALCAPITALGROUP.COM
RESIDENTIAL
AFFORDABLE HOUSING
“Cutting edge affordable housing
for millenials with a historic renovation
of the existing and atached
Ford dealership”
RUXTON APARTMENTS
85 S. OAK ST, PLATTEVILLE, WI
Mixed use residential development on the former Pioneer Ford site in
Downtown Platteville. Ruxton includes 71 units and approximately
2,500 square feet of commercial space. The building is four stories tall with
a connection into the Pioneer Ford building at the second floor. The Pioneer
Ford building was renovated into a new entrance and community space on
the upper floor and retail space / utility rooms on the lower level. Additional
retail space is located on the high profile corner of the building on Water
Street.
The residential portion of the project consists of two rectangular volumes
connected by a glass atrium. The design is a stunning gateway element at
the entrance to Downtown Platteville. 6938 NORTH SANTA MONICA BLVD
MILWAUKEE, WI 53217
(O) 414-228-3500 (F) 414-228-3700
Packet Page 354 WWW.GENERALCAPITALGROUP.COM
RESIDENTIAL
AFFORDABLE HOUSING
“Affordable supportive and market rate housing
on Milwaukee’s East Side
developed for Mercy Housing.”
COMPLETION DATE
2016
COST
$13,800,000
GREENWICH PARK APARTMENTS
2 3 5 3 N F A R W E L L AV E , M I L WA U K E E , W I 5 3 2 1 1
After exploring several alternatives, Mercy Housing Inc., a Denver-based non-
profit housing developer, requested help from General Capital to finalize plans,
help secure financing and serve as General Contractor for their 53-unit affordable
housing development on Milwaukee’s East Side. After receiving an allocation of
affordable housing tax credits, Mercy struggled to find a local contractor to build
the originally envisioned project on budget. With the help of General Capital and
its strategic partner The Hoff Group, the project was fully redesigned with a more
cost effective structural system while maintaining the exterior quality required
by the the City of Milwaukee. Greenwich Apartments is a mix of affordable
supportive housing and market rate apartments owned and operated by Mercy
Housing Lakeside.
6938 NORTH SANTA MONICA BLVD
MILWAUKEE, WI 53217
(O) 414-228-3500 (F) 414-228-3700
Packet Page 355 WWW.GENERALCAPITALGROUP.COM
ARCHITECT
Hooker DeJong
Packet Page 356
Improving Lives Through Design. It's the
why behind what we do every day.
General Capital Group
1095 Third Street
Muskegon, MI
March 6, 2023
Packet Page 357
Affordable Housing
About HDJ
Improving lives through design.
Hooker DeJong, Inc. (HDJ) is a leading national A/E firm supporting many clients and projects.
Founded along the shores of Lake Michigan in 1936, HDJ is a full-service architectural, engineering,
and planning firm.
HDJ’s diverse portfolio includes successful outcomes with acquisition rehab, adaptive reuse
renovation, new construction, historic preservation, RAD, supportive housing, mixed-use, low- mid-
and high-rise apartments, stacked flats, townhomes, and scattered sites.
It’s all about our clients. We believe in working with our clients as trusted
advisors to provide efficiently planned and designed
projects that maximize value within a budget.
Getting from your state’s QAP to your No project is ever easy. We know how complex the
project’s 8609 takes work. process is, with over 8,000 units designed and built
over the last five years. We help ease some of the stress.
HDJ has in-house MEP. We know how bumpy the road can be to get to a
closing. Our in-house MEP allows us to rely on fewer
consultants and prioritize your development needs.
HDJ knows affordable housing. Your commitments are our commitments. Whether
you are receiving financing through LIHTC, HUD
221d(4), USDA RA, HOME, CDBG, TIF, AHP, or any other
product, we know it. We know it: RAD, acq rehab,
Section 18 demo/dispo, adaptive reuse, or new
construction!
We communicate consistently with our HDJ provides pre-project planning, site selection
clients throughout all project phases to assistance, programming, schematic design, design
achieve objectives and meet budgets. development, construction documents, bid
negotiation, and construction administration services.
With our extensive, affordable housing experience, our
team brings significant value to the project. Efficiently
planned and designed projects result in savings to the
bottom line. Where budget is essential, you will find
that HDJ is a best value provider. This blend of
experience will enable us to hit the ground running,
streamlining the process and assisting you in
anticipating needs and challenges before they arise,
and keeping your project within budget.
Packet Page 358Improving lives through
design.
Affordable Housing
Our Mission
To be sought out nationally as expert business consultants who
design to our client's bottom line.
HDJ works closely with our clients as trusted advisors to provide efficiently planned and designed
projects that maximize value within a budget. Throughout all project phases, we communicate
consistently with our clients to ensure project objectives are achieved and budgets are met. Our
professionals include licensed architects, graduate architects, mechanical engineers, electrical
engineers, interior designers, and BIM/Revit specialists. Several of our professionals are LEED-
certified, representing a cross-section of disciplines.
HDJ interior designers conceive interiors that create our client's vision while still meeting demands
set forth by regulatory, code, and maintenance requirements. HDJ supports our clients in analyzing,
planning, designing, documentation, and managing interior projects. Our interior design support
includes collaborating with clients to determine factors that impact planning interior environments,
such as budget, architectural preferences, purpose, and function. HDJ also advises clients on interior
design factors, such as space planning, layout and utilization of furnishings and equipment, and
color coordination.
HDJ's engineers are experienced and respected experts in the affordable housing industry. Our
engineering design team comprises licensed engineers whose focus is the working knowledge and
understanding of current requirements and technologies for integration with existing projects.
HDJ's experience with technology, planning, cost estimating, and problem-solving enables us to
provide innovative and cost-effective solutions for clients. HDJ places a high degree of emphasis on
the reliability, efficiency, and quality of any proposed systems while ensuring the systems meet
codes and requirements.
Packet Page 359
Improving lives through
design.
Affordable Housing
Proposed Team Resumes
David Layman, AIA, NCARB - President
Rob Gustafson, PE, LEED AP - Senior VP Operations
Brian Boucher, AIA, NCARB, LEED AP - Senior Project Manager
Patrick Kelderhouse, AIA, NCARB - Manager of Architecture, Lead Project Architect
Julianne Johnson, NCIDQ - Interior Designer
Lane Bentsen, PE - VP Engineering
Rob Sherwood - Electrical Engineer
Packet Page 360
Improving lives through
design.
David
Layman
AIA, NCARB
As President, David provides broad oversight on HDJ projects from concept
President to completion. His primary responsibility is to help ensure that all HDJ work
meets the highest quality standards and that client expectations are fully
satisfied.
David is comfortable in the role of project “visioning” and creating
construction plans that follow. As a “hands-on” architect, David takes an
active role and has developed a practice based on principal-level
engagement.
His over 25 years of experience includes all phases of professional design
services, from the crucial first step of stakeholder participation, through
building design and construction administration.
Education University of Michigan, Masters of Architecture-MArch , College of Architecture
& Urban Planning
University of Michigan, Bachelor of Science, College of Architecture & Urban
Planning
License & Registrations AIA Registered Architect Alabama, Arkansas, Illinois, Indiana, Kansas, Kentucky,
Michigan, New York, Ohio
LEED (Leadership in Energy and Environmental Design)
National Council of Architectural Review Boards
US Green Building Council’s Leadership in Energy & Environmental Design
Sector Expertise Affordable Housing, Market Rate Multifamily, Commercial Retail, Healthcare,
Senior Living, Government & Education
Berkshire, Muskegon, MI
Project Experience TEN21, Muskegon, MI
Berkshire, Paw Paw, MI
Berkshire, Johnsburg, IL
Post Office Apartments, Niles, MI
Albert Kahn Apartments, Jackson, MI
Hayward Wells, Benton Harbor, MI
4 Flags Plaza, Niles, MI
HoM Flats 28 West, Wyoming, MI
Brookside Commons, Traverse City, MI
Grand View Place, Grand Rapids, MI
Osborn Commons, Sault Ste Marie, MI
The Village, Grand Rapids, MI
Cook Valley Estates, Grand Rapids, MI
Gaylord Apartments, Gaylord, MI
Packet Page 361
Improving
Improving lives
Improvinglives
lives through
through
throughdesign.
design.
design.
Rob
Gustafson
PE, LEED AP
Rob’s primary responsibility as Senior Vice President of Operations is to lead
Senior Vice President operations for HDJ, including directing organizational structures and
Operations processes to ensure workflow efficiency and overall quality of deliverables.
He manages the overall day-to-day operations of the design delivery team,
including architecture, engineering, and interior design. His attention to
detail and responsive communication with the entire team allows him to
address issues early and decisively, which helps projects run smoothly, and
on schedule.
Education Michigan State University Bachelor of Science, Mechanical Engineering
C.C.A.F. Maxwell AFB, GA
AAS Avionics System Technology
Licenses & Registrations Registered Professional Engineer States of Alabama, Arizona, Colorado,
Florida, Georgia, Idaho, Illinois, Iowa, Louisiana, Maryland, Michigan,
Missouri, New Jersey, New York, North Carolina, Ohio, Oklahoma, South
Carolina, Tennessee, Virginia, West Virginia, Wisconsin
LEED (Leadership in Energy and Environmental Design)
US Green Building Council’s Leadership in Energy & Environmental Design
Accredited Professional Technician of the Year for 1999, 7th BombWing,
Dyess AFB, TX and Air Combat Command, USAF
Sector Expertise Affordable Housing, Market Rate Multifamily, Commercial Retail, Healthcare,
Senior Living, Government & Education
Project Experience Berkshire, Muskegon, MI
TEN21, Muskegon, MI
Berkshire, Paw Paw, MI
Berkshire, Johnsburg, IL
Post Office Apartments, Niles, MI
Albert Kahn Apartments, Jackson, MI
Hayward Wells, Benton Harbor, MI
4 Flags Plaza, Niles, MI
HoM Flats 28 West, Wyoming, MI
Brookside Commons, Traverse City, MI
Grand View Place, Grand Rapids, MI
Osborn Commons, Sault Ste Marie, MI
The Village, Grand Rapids, MI
Cook Valley Estates, Grand Rapids, MI
Gaylord Apartments, Gaylord, MI
Packet Page 362
Improving livesthrough
Improving lives throughdesign.
design.
Brion
Boucher
AIA, NCARB, LEED AP
Brion’s primary responsibility as Senior Project Manager is to oversee
Senior Project Manager contracts, schedules, and budgets. Brion works in concert with the Lead
Project Architect to help ensure that resources and communications are
aligned and maintained to carry out project objectives effectively and
expeditiously. His attention to detail and responsive communication with
the entire team allows him to address issues early and decisively, which
helps projects run smoothly and on schedule.
Education University of Michigan, Masters of Architecture, MArch
University of Michigan, Bachelor of Science - BS, Architecture
Licenses & Registrations AIA Registered Architect Arizona, Iowa, Maryland, Michigan, North
Carolina, West Virginia
National Council of Architectural Review Boards
US Green Building Council’s Leadership in Energy & Environmental
Design
Leadership in Green Building Lecture Series (keynote speaker) – Building
Professional Affiliations
and Construction Authority, Singapore
Green Building Design and Strategies Seminar
(keynote speaker) – PAM/ACEM, Kuala Lumpur, Malaysia
XED, Executive Education & Professional Development
(presenter)University of Southern California
BIM Symposium – University of Southern California (presenter)
Eagle Award, Boy Scouts of America
City of Muskegon, Construction Code Board of Appeals, Architecture
Affordable Housing, Market Rate Multifamily, Commercial Retail, Healthcare,
Sector Expertise Senior Living, Government & Education
Project Experience Berkshire, Muskegon, MI
TEN21, Muskegon, MI
Berkshire, Paw Paw, MI
Berkshire, Johnsburg, IL
Post Office Apartments, Niles, MI
Albert Kahn Apartments, Jackson, MI
Hayward Wells, Benton Harbor, MI
4 Flags Plaza, Niles, MI
530 S Rose Street, Kalamazoo, MI
Garfield School, Sault Ste Marie, MI
Gaylord Apartments, Gaylord, MI
Provision Senior Living, Bloomfield Hills, MI
Meadowlark Retirement Village, Sparta, MI
Packet Page 363
Improving livesthrough
Improving lives throughdesign.
design.
Patrick
Kelderhouse
AIA, NCARB
As Lead Project Architect, Patrick leads the architectural team throughout
Manager of Architecture the project and collaborates with the project team throughout your project’s
Lead Project Architect visioning, design, planning, and construction. He also works in concert with
the Project Manager to help ensure that resources and communications are
aligned and maintained to carry out project objectives effectively and
expeditiously. He has skilled insights that link conceptualization to the
programmatic criteria and technical documentation. He is highly proficient
in performing quality assurance reviews at critical phases of projects and has
proven abilities in all technical areas of architecture. His approach is all about
clear and continuous communication with clients.
Education University of Detroit Mercy Masters in Architecture
Rio Salado College
Bachelors Degree, Secondary Education and Teaching
Warsaw University of Technology
Exchange, Architecture
Licenses & Registrations AIA Registered Architect States of Arizona, Michigan
National Council of Architectural Review Boards
Sector Expertise Affordable Housing, Market Rate Multifamily, Governmental & Education,
Commercial Retail, Healthcare, Senior Living,
Berkshire, Muskegon, MI
Project Experience TEN21, Muskegon, MI
Berkshire, Johnsburg, IL
Post Office Apartments, Niles, MI
Hayward Wells, Benton Harbor, MI
Edison Crossing, Mt. Clemens, MI
Woodward Way, Meridian Township, MI
Union at Silver Station, Kentwood, MI
Annika Place, Traverse City, MI
The Hamilton, Pontiac, MI
Breton Grove, Grand Rapids, MI
Provision Senior Living, Bloomfield Hills, MI
Provision Living, Grand Rapids, MI
Packet Page 364
Improving livesthrough
Improving lives throughdesign.
design.
Julianne
Johnson
NCIDQ
Julianne’s primary responsibilities as an Interior Designer are to conceive
Interior Designer interiors that create our clients’ vision while still meeting demands set
forth by regulatory, code, and maintenance requirements. She supports
clients with the analysis, planning, design, documentation, and
management of interior projects.
Julianne’s interior design support includes collaborating with clients to
determine factors that impact planning interior environments, such as
budget, architectural preferences, purpose, and function. She also advises
clients on interior design factors, such as space planning, layout and
utilization of furnishings and equipment, and color coordination.
Education Michigan State University Bachelor of Arts in Interior Design,
Grand Rapids Community College
National Council for Interior Design Qualifications - NCIDQ, Member
Licenses & Registrations American Society of Interior Designers
Affordable Housing, Market Rate Multifamily, Governmental & Education,
Sector Expertise Commercial Retail, Healthcare, Senior Living,
Project Experience Berkshire, Muskegon, MI
TEN21, Muskegon, MI
Berkshire, Paw Paw, MI
Berkshire, Johnsburg, IL
Post Office Apartments, Niles, MI
Albert Kahn Apartments, Jackson, MI
Union at Silver Station, Kentwood, MI
Garfield School, Sault Ste Marie, MI
St. Antoine Gardens, Detroit, MI
Lloyd House, Menominee, MI
Grand View Place, Grand Rapids, MI
Portland School Apartments, Portland, MI
Roosevelt Apartments, Muskegon, MI
Cavalier Greene, Corunna, MI
Ferguson Apartments, Grand Rapids, MI
HoM Flats 28 West, Wyoming, MI
Hillcrest Apartments, Manistee, MI
Packet Page 365
Improving livesthrough
Improving lives throughdesign.
design.
Lane
Bentsen
PE
Lane's primary responsibility as Vice President of Engineering is to provide
Vice President Engineering leadership for HDJ's entire engineering team. As Lead Mechanical
Mechanical Engineer Engineer, Lane develops cost estimates or preliminary concepts for
recommended builds. His experience with technology, planning, cost
estimating, and problem-solving drives him to be as innovative and cost-
effective as possible for clients. Lane places a high degree of emphasis on
any proposed systems’ reliability, efficiency, and quality.
Education Minnesota State University Mankato
Bachelor Science, Mechanical Engineering
Registered Professional Engineer: Alabama, Arizona, Arkansas, California,
Licenses & Registrations
Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Iowa,
Kansas, Kentucky, Louisiana, Michigan, Minnesota, Montana, Nebraska,
Nevada, New Jersey, New Mexico, North Carolina, North Dakota, Oklahoma,
Oregon, Pennsylvania, Texas, Utah, Washington, Wisconsin, Wyoming
Six Sigma Green Belt Project Leader Certification American Society of
Heating, Refrigeration and Air-Conditioning Engineers
ASHRAE Eastern Michigan Chapter President 2003 - 2004 American
Society of Plumbing Engineers (ASPE)
Professional Affiliations Eagle Scout, Troop 34 1981
Boy Scout Council (Lifelong Eagle Scout)
City of Muskegon Mechanical Construction Code, Board of Appeals, 2017 - 2019
Sector Expertise Affordable Housing, Market Rate Multifamily, Commercial Retail, Healthcare,
Senior Living, Government & Education
Project Experience Berkshire, Muskegon, MI
TEN21, Muskegon, MI
Berkshire, Paw Paw, MI
Berkshire, Johnsburg, IL
Post Office Apartments, Niles, MI
Albert Kahn Apartments, Jackson, MI
Porter Apartments, Lansing, MI
Boardman Lake Apartments, Grand Traverse County, MI
Brookside Commons, Traverse City, MI
Roosevelt Apartments, Muskegon, MI
Portland School Apartments, Portland, MI
Lincoln House, Owosso, MI
Lloyd House, Menominee, MI
Packet Page 366
Improving livesthrough
Improving lives throughdesign.
design.
Robert
Sherwood
Rob has more than 25 years of experience as an electrical engineer. His
Senior Electrical Engineer primary responsibility will be cost estimates or preliminary concepts for
recommended builds. He collaborates with clients to identify electrical
system requirements, specifi cations, timelines, budgets, and performance
expectations. Rob has technical experience in power systems, controls,
lighting, coordination of utilities, and a full range of practical applications.
He researches suitable solutions, estimates costs, and designs systems
according to project requirements.
Education Western Michigan University
Bachelor of Science, Engineering
Sector Expertise Governmental & Education, Affordable Housing, Market Rate Multifamily,
Commercial Retail, Healthcare, Senior Living,
TEN21, Muskegon, MI
Project Experience Post Office Apartments, Niles, MI
Albert Kahn Apartments, Jackson, MI
4 Flags Plaza, Niles, MI
Felch Street Apartments, Holland MI
Ferguson Apartments, Grand Rapids, MI
Selinon Park Apartments, East Portage, MI
Porter Apartments, Lansing, MI
HoM Flats 28 West, Wyoming, MI
HoM Flats at Maynard, Grand Rapids, MI
Annika Place, Traverse City, MI
Decatur Downs, Decatur, MI
Breton Grove, Grand Rapids, MI
Edison Crossing, Mt. Clemens, MI
Osborn Commons, Sault Ste Marie, MI
Hillcrest Apartments, Manistee, MI
Grand View Place, Grand Rapids, MI
The Hamilton, Pontiac, MI
Packet Page 367
Improving livesthrough
Improving lives throughdesign.
design.
LIHTC: Improving lives through design.
A/E SERVICES TO SUPPORT
$1.2
in construction
value since
Billion 2019 LIHTC PROJECTS
IN
34 STATES
LIHTC TYPES
4% NEW CONSTRUCTION
4% ACQUISITION REHAB +
PRESERVATION REHAB
LIHTC TYPES
9% NEW CONSTRUCTION
9% ACQUISITION REHAB+
PRESERVATION REHAB
9% ADAPTIVE REUSE RENOVATION
Packet Page 368
Improving lives through
design.
HDJ
Affordable Housing
With our extensive, affordable housing experience, our
team brings significant value to the project.
Where budget is important, you will find that HDJ is a best value provider. This blend of experience will enable us to hit the
ground running, streamlining the process and assisting you in anticipating needs and challenges before they arise, and
keeping your project within budget.
Project Types in
Affordable Housing:
Adaptable Reuse
Renovation RAD (Rental Assistance
HDJ knows affordable housing. Your commitments are Historic Preservation Demonstration)
our commitments. Whether you are receiving Low- Mid- and High-Rise Rehab
financing through LIHTC, HUD 221d(4), USDA RA, Apartments Stacked Flats
HOME, CDBG, TIF, AHP, or any other product, we know Mixed-Use Townhomes
it. RAD, acq rehab, Section 8 demo/disposal, adaptive New Construction
reuse, or new construction, we know it!
Efficiently planned and designed projects
result in savings to the bottom line.
Packet Page 369
Improving lives through
design.
Affordable Housing
TEN21 Apartments
Muskegon, MI
HDJ is providing architectural and engineering services to this affordable housing acquisition rehab
consisting of 264 units total. The project is utilizing 4% tax-exempt bonds through the Texas
Department of Housing and Community Affairs (TDHCA) to assist with the financing of this project.
Packet Page 370
Improving lives through
design.
Affordable Housing
Berkshire
Muskegon, MI
HDJ provided professional architecture and engineering services for the new construction project,
Berkshire Muskegon. The Berkshire is an active independent senior community with 86 units and is
LEED for Homes Certified.
Packet Page 371
Improving lives through
design.
Affordable Housing
Berkshire
Paw Paw, MI
HDJ provided professional architecture and engineering services for the new construction project
located in the heart of Downtown Paw Paw. The Berkshire is an active independent senior
community with 42-units and is LEED for Homes Certified, a nationally recognized environmental
program that demonstrates a committment to energy efficiency and care for the earth. Residents
will benefit with increased indoor air quality and overall improvement of environmental health.
Packet Page 372
Improving lives through
design.
Affordable Housing
Berkshire
Niles, MI
HDJ provided professional architecture and engineering services for the new construction of a
three-story building with 35 one-bedroom and 18 two-bedroom units within 56,000 sq-ft of
residential living and support area. Berkshire Niles is LEED Certified for Homes.
Packet Page 373
Improving lives through
design.
Affordable Housing
Berkshire
Johnsburg, IL
HDJ provided professional architecture and engineering services for the new construction project,
Berkshire Johnsburg. The Berkshire is an active independent senior community with 68 units and is
LEED for Homes Certified.
Packet Page 374
Improving lives through
design.
Affordable Housing
Post Office Apartments
Niles, MI
HDJ provided architectural and engineering design services for this adaptive reuse project of an
existing 3-story school building and a new 3-story addition to create 40 apartment units.
Packet Page 375
Improving lives through
design.
Affordable Housing
Albert Kahn Apartments
Jackson, MI
HDJ provided architectural and engineering design services for this renovation of two existing
buildings, connecting them together with a new, three-story apartment building wing with 70-
units.
Packet Page 376
Improving lives through
design.
Affordable Housing
Osborn Commons
Sault Ste Marie, MI
HDJ provided professional services for this four-story, new construction, mixed-use building in Sault
Ste. Marie, MI. Osborn Commons has 65 mixed-income apartment homes with a 4th-floor outdoor
terrace offering fantastic views of the Soo Locks. The units are one, two, and three-bedroom
apartments. It is also home to the new retail market (2,000 sq-ft retail) that sells groceries and
convenience items.
Osborn Commons is certified LEED Gold by the US Green Building Council.
Packet Page 377
Improving lives through
design.
Affordable Housing
Grand View Place
Grand Rapids, MI
HDJ provided professional architecture and engineering services for the new construction of Grand
View Place in Grand Rapids, MI. The apartments include energy-efficient appliances and
washer/dryer hookups. GVP also features a laundry facility, elevator, and more. The development
consists of a mix of multifamily residential units. The main pavilion includes community space for
use by residents and their guests, a management office, and a supportive services manager's office,
plus other indoor and outdoor amenities.
Packet Page 378
Improving lives through
design.
Affordable Housing
HoM Flats at 24 East
East Holland, MI
The new HŌM Flats at 24 East community is designed with an innovative, functional style at an
affordable price. It features 191-units of 1-, 2- and 3-bedroom affordable units. All living spaces have
high-end finishes, on-site amenities and offer community areas. Amenities include an on-site fitness
center, dog park, playground, and walking paths in a peaceful neighborhood.
The development includes two retail buildings at 6,000 sq-ft for multiple commercial tenants.
HDJ is the Architect of Record for this project.
Financing: 4% LIHTC program through MSHDA
Packet Page 379
Improving lives through
design.
Affordable Housing
HoM Flats 28 West
Wyoming, MI
The new HOM Flats at 28 West community is the redevelopment of a former movie theater site in
Wyoming, MI, to bring affordable “high-quality workforce housing” to West Michigan. The 12-acre
site has been designed with an innovative, functional style at an affordable price. It features 1- and 2-
bedroom units. All living spaces have high-end finishes, and on-site amenities and offer community
areas.
The project involves the new construction of approximately 424 affordable housing units with a mix
of one-bedroom and two-bedroom units and community and mixed-use spaces at the ground level
of select buildings. The project will utilize a 4% low-income housing tax credit program and other
financing sources to bring the development to fruition. This project will be delivered in two or more
phases.
HOM Flats at 28th Street has 236 units of mid-market housing. The development includes an on-site
fitness center, dog park, playground, and walking paths in a peaceful neighborhood.
HDJ provided architectural and engineering design services.
Packet Page 380
Improving lives through
design.
Affordable Housing
HoM Flats at Felch
Holland, MI
The new HOM Flats at Felch Street community was designed with an innovative, functional style at
an affordable price. It features both market-rate and affordable unit options. All living spaces have
high-end finishes, and on-site amenities and offer community areas.
HOM Flats at Felch Street comprises 3, four-story buildings and 114 one-, two- and three-bedroom
apartment units at a mix of “affordable” and market-rate prices. Seventy-seven of the 114 units are
below market rate, and the remaining are market rate. The development includes an on-site fitness
studio, remote workspace, dog park, playground, walking paths, rooftop terraces, and a community
cafe.
Packet Page 381
Improving lives through
design.
Market-rate Housing
The Leonard
Muskegon, MI
New construction, mixed-use development. Eighteen market-rate residential apartments. The
building was constructed using state-of-the-art precast concrete technology. The building offers
apartments, office space, premium retail, underground parking, and onsite parking - both one- and
two-bedroom units available. Received a $1.5 million low-interest loan through the Michigan
Community Revitalization Program.
Packet Page 382
Improving lives through
design.
HDJ
Sustainability
HDJ is proving that sustainability does not have to come at
the expense of practical business operations. With our
guiding principle of improving lives through design, we do
so directly and indirectly. HDJ prioritizes sustainable
design, defined as the balancing of environmental,
economic, and social concerns. Sustainable design is
beneficial to our firm and our clients because it often
reduces operating costs, reduces waste management
costs, and increases productivity. It makes both
environmental sense and business sense.
HDJ has staff architects and engineers that are LEED AP
(Leadership in Energy and Environmental Design
Accredited Professionals) through the USGBC (US Green
Building Council). We encourage our clients to design and
develop their facilities with an eye on sustainable criteria
wherever possible. Many features can be easily
incorporated into building design to help increase energy
efficiency, reduce environmental waste and provide better
indoor air quality, whether they choose to pursue LEED
certification or not. LEED and sustainable design are
important aspects of our design culture and we have LEED
AP in each discipline of our firm. Our team remains
engaged in both LEED and sustainable design, staying
current with best practices and latest technologies.
HDJ is active in the West Michigan Chapter of the US
Green Building Council (USGBC), the parent corporation of
LEED. Our engineers are members of the American
Society of Heating, Refrigeration and Air-Conditioning
Engineers (ASHRAE), to whom the USGBC references
minimum energy standards for all of their LEED-certified
buildings, and also members of the American Society of
Plumbing Engineers (ASPE). HDJ engineers participate
regularly in sustainable design classes through ASHRAE
and participate in ASPE annual training classes on
sustainable design.
Because HDJ is highly qualified and experienced, we know
how to develop sustainable strategies that are
environmentally-thoughtful and cost-effective solutions.
Our sustainable design recommendations are engineered
around proven technologies in innovative applications and
grounded by reasonable pay-back periods. We have
incorporated many intentional sustainable design
features, including green roofs, daylight harvesting, wind
generation, geothermal installation, automated controls,
and high efficiency lighting.
Packet Page 383
Improving lives through
design.
HDJ
Honors + Awards
Osborn Commons, Sault Ste Marie, MI 310 South Mechanic Lofts, Jackson, MI
USGBC OH/MI/IN Leadership Awards Finalist in the Multi-Housing News 2008 Design
LEED Gold Certified 2021 Excellence Awards in the Adaptive Reuse Category
Outstanding Affordable Project in U.S. Green
Building Council’s 2022 LEED Homes Awards. It was Muskegon Area Transit System Transportation
among a field of 10 finalists representing six states Center, Muskegon, MI
and three countries. Received 2005 AIA Grand Valley Honor Award for
Building Design
The Rosenwald Apartments, Chicago, IL
2021 - 200 Great Places in the State of Illinois by AIA Stuyvesant Apartment Building, Grand Rapids, MI
Illinois Outstanding Preservation Project by a Group Award
2018 Advisory Council on Historic Preservation/HUD 2017 by the Historic Preservation Commission
Secretary’s Award for Excellence in Historic
Preservation Village at River's Edge, Kalkaska, MI
2018 Finalist for Chicago Building Congress Merit Received an Honorable Mention at a national level for
Award for Renovations over $10 million the Charles L. Edson Tax Credit Excellence Award
2018 The Outstanding For-Profit Neighborhood Real
Estate Project Award Trail West Apartments, Newark, OH
2017 Richard H. Driehaus Foundation Preservation Received 2010 Award for Excellence Affordable
Award for Rehabilitation Housing Preservation from Ohio Capital Corporation
2017 Novogradac Historic Preservation Award for Housing
2017 Chicago Historic Preservation Award
2017 Best For-Profit Development for the Chicago National 101 BEST & BRIGHTEST COMPANIES Winner
Neighborhood Development Award 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014
Brainerd Park Apartments, Chicago, IL
AHF Reader’s Choice Award 2019 Finalist—Urban
Design | Brainerd Park, Chicago, IL
The Lakewoods Apartments, Dayton, OH
2017 Award of Excellence in Senior Housing
Preservation Ohio Capital Corporation for Housing
FINALIST: 2015 Reader’s Choice Awards, Affordable
Housing Finance (AHF), Finalist—Preservation
Category
Stuyvesant Apartment Building, Grand Rapids, MI
Outstanding Preservation Project by a Group Award
2017 by the Historic Preservation Commission
Berkshire Apartments, Paw Paw, MI
LEED for Homes GOLD Certification 2017
Village of Hillside Senior Living, Harbor Springs, MI
LEED for Homes GOLD Certification 2017
Lloyd House 1, Menominee, MI
Received the 2015 Governor’s Award for Historic
Preservation for the rehabilitation of Lloyd’s
Department Store, Menominee, MI
FINALIST: 2015 Readers Choice Awards, Affordable
Housing Finance, Finalist-Historic Rehab Category
Packet Page 384
Improving lives through
design.
CIVIL ENGINEER
PROGRESSIVE A/E
Packet Page 385
HROEUQSUI N
E SGT QFU
OARL IPFRIO
C PAO
T SI O
A LN S
Muskegon Apartments
Packet Page 386
Firm Overview
Overview
RelevantApproach
Project Project
Experience
Project Understanding
Team Member Resumes
Project Team
Project Experience
Work Plan
Proposed Fee
Packet Page 387
Firm Overview
Progressive AE’s workforce is a unique blend of creative people who think
strategically, and strategic people who work creatively. The firm is guided by
Performance Based Design, a fundamental and forward-thinking philosophy.
Through Performance Based Design, we commit to optimizing performance
for clients and validating results post-occupancy.
FULL SERVICE
ARCHITECTURE & ENGINEERING FIRM 60 YEARS
OF EXPERIENCE
10 140+ DESIGN
ACTIVE IN
48
STATES
MARKETS
245+ SKILLED PROFESSIONALS
AWARDS
LOCATIONS= 2
Full Service Expertise Our Goal: Driving Performance
One thing we know is each client faces unique We seek purposeful solutions to drive your
needs that must be met, while keeping the future organization’s performance. To this end, we
in mind. This is exciting to us. No challenge is work in a wide range of industries — from
too great, thanks to our comprehensive range industrial plants to retail stores. Each is home
of services. Whatever discipline is required, we to a dedicated, multi-disciplinary team whose
have subject matter experts on hand to find the talents are marked by fresh design, technical
right solution. precision and productive spaces. Having
experts who specialize in your industry brings
Our Areas of Expertise Include: you a tremendous experiential advantage
• Architecture and a deep knowledge base of what you do,
current trends and critical elements of success.
• Design-build
• Engineering Where We Work:
• Interior Design • Community • Retail
• Landscape Architecture • Healthcare • Senior Living
• Urban Planning • Housing • Sports
• Planning and Consulting • Industrial • Workplace
• Procurement • Learning • Worship
• Water Resources
PROGRESSIVEAE.COM P5
Packet Page 388
Embracing Accessibility, Diversity, Equity and Inclusion
through our Expertise in Universal Design
Universal Design is the idea that spaces and places can be designed to be accessible and usable by the
broadest range of people possible. It is a voluntary set of guidelines that go above and beyond the
requirements of the Americans with Disabilities Act. In applying these principles to built environments, we’re
given the opportunity to creatively embrace differences among people through design.
Seventeen years ago, Progressive AE started its journey in Universal Design and each project has taught us
something new along the way.
Miracle Park, Rock Hill, SC
We believe diversity and inclusion are essential elements of innovative
design, where each individual’s background, knowledge, and experience
contribute to strengthening the team and the organization. Guided by trust and
respect, we aspire to sustain a culture that values everyone’s voice.
Progressive AE Diversity and Inclusion Committee
P6 PROGRESSIVE AE.COM
Packet Page 389
Progressive AE has a long history of designing First Universal Design Certified Building in
inclusive spaces that serve a diverse range of
the World
individual needs through our expertise in Universal
Design. The following is a select list of our project
experience over the years:
2021/2022 – Providing Universal Design services
globally for Nationwide Insurance, Expedia Group,
Oracle, CUNA Mutual, DHL & UKG Software
2021 - Authored Research Article for The Disability
& Health Journal: “Integrating A social ecological
approach with universal design to increase
participation and add value for consumers”
2021 – Rock Hill Miracle Park: Certified by the Global
Universal Design Commssion as the first GOLD
certified park in the world
Universal Design in Action
2018 – Colorado Springs Olympic Training Facility: The Mary Free Bed YMCA is a 36-acre, LEED-certified
Presented Universal Design principles to committee community centerpiece that supports children, adults
members for locker rooms, office areas and the aquatic and families with unbridled ease of access to healthy
environment. living. The project was designed around the principles
2018 – United States Access Board: Presented Universal of Universal Design and in 2015 was awarded
Design to the board in Washington D.C. Universal Design Certification becoming the first
building in the world to receive this certification from
2018 – Zero Project International Accessibility Award. the Global Universal Design Commission. The building
2017 – Mary Free Bed YMCA shortlisted for Zero Project features an over-sized, brightly colored ramp that
2018, a prominent international accessibility award. serves as the building’s main form of vertical circulation.
Simple planning allows for intuitive navigation. Colors
2017 – Merck & Co: Provided global Universal Design play an important role throughout the building to
consulting work workplace, cafeteria, meeting spaces, highlight program areas and assist in wayfinding.
and fitness areas. Transitions between flooring types are non-existent
2016 – Mike Perry, executive vice president, joins the to remove trip hazards and make movement
board of the Global Universal Design Commission to throughout the building easier for all.
continue engagement and learning in Universal Design.
2015 – Mary Free Bed YMCA: Certified by the Global
Universal Design Commission for expert application of
Universal Design principles, the building was designed to Click to Learn More
be accessible to all people regardless of age or ability.
2013 – Art Van Sports Complex: A nine field baseball
and softball complex with Championship and Miracle
Fields. The hard surface Miracle Field allows children
and adults with disabilities to participate in baseball. Success. It’s in the numbers.
2009 – Muskegon Winter Sports Complex: Designed
19 New all-inclusive programs
the world’s first universally accessible wheel luge
track. Modifications were also made to make the ice 515% Increase in memberships
luge track to bring it to Universal Design standards.
2001 – Versluis Park: Fully accessible recreational 600% More monthly gate visits
experience with playground, volleyball, picnic area,
35% Increase in net revenue
boating, fishing and swimming. The site includes an
accessible beach deck, water access transfer steps
25% Decrease in utility expenses
and ramp and oversized boardwalk.
PROGRESSIVEAE.COM P7
Packet Page 390
Progressive AE’S Commitment
We acknowledge the impact that the built environment
has on climate change and the natural environment. We
are passionate about engaging with communities to create
positive change which will benefit people, places, and our
planet. We hold ourselves accountable in the work we do
together, and we take pride and ownership in the unique
solutions, tools, and knowledge we offer to our stakeholders.
We strive to continually improve as we share in the success
of our clients and the communities they serve.
History of Sustainable Design at
Progressive AE
Progressive AE became a corporate member of the U.S.
Green Building Council in 2000. As early advocates for
sustainable design, and with over 50 LEED accredited
professionals, we have guided hundreds of projects through
LEED certification; including our corporate headquarters
in Grand Rapids, MI. Building on these commitments,
beginning in 2020, firm leadership encouraged employees
to seek accreditation through the WELL building standard.
We currently have 25 professionals influencing design
through the WELL standard framework. Additional
opportunities we’re engaging with include Green
Infrastructure (NGICP) for Communities within our Planning
and Civil Engineering disciplines, as well as PassivHaus
and Living Building Challenge strategies for multi-family
projects, medical office buildings, and other building
types. Most recently in 2021, Progressive AE has become a
signatory of the AIA 2030 Commitment, further enhancing
the company’s commitment to reduce carbon emissions
and aid in the fight against the impacts of climate change.
P8 PROGRESSIVE AE.COM
Packet Page 391
Future-focused Design
You cannot have sustainable design without resiliency. Resilient design looks to the future, and plans and prepares
projects and communities to be adaptable to climate change. To do this, we acknowledge and incorporate the AIA
Framework for Design Excellence. We understand and implement standard and optimization features from various
green metrics throughout our design process. We strive to go beyond code minimum and engage stakeholders and
community members to provide equitable, sustainable and resilient design.
Sustainability Advocates & Change Management
Progressive AE’s Sustainability Green Team provides a consistent message through our various internal and
external communication channels. We introduce sustainable design as part of our company culture, evident in our
proposal from the initial project meeting with stakeholders, and it is promoted throughout each phase of the design-
construction process with sustainable champions from various practice disciplines. We continually educate our staff,
from leadership to interns, as well as our clients and the community at large.
We celebrate project successes both big and small to create momentum and opportunities to learn from those
successes and identify opportunities where we can improve. As our project teams realize energy and carbon
reduction in all project types, we raise the baseline for our projects over time. Sharing our success, we foster a
company culture that believes in affecting positive, equitable, and inclusive change in addressing the impact of
climate change.
Progressive AE is actively engaged with change management within our team structure to create integrated project
teams within our multi-disciplinary company. This allows seamless integration of the AIA 2030 Commitment into
company culture.
We will employ seven strategies for change:
1. Active and visible executive sponsorship
2. Dedicated change management resources
3. Structured change management approach
4. Employee engagement and participation
5. Frequent and open communication about the change and purpose for change
6. Engagement and integration with project management
7. Engagement and support from Practice, Team & Technical Leaders and aid in the fight against the impacts of
climate change.
PROGRESSIVEAE.COM P9
Packet Page 392
Low Income Housing Tax Credit & HUD Experience
Progressive AE has extensive experience designing Low Income Housing Tax Credit (LIHTC) projects, often including a
combination of housing, retail, and community components. A sample of our experience with this project type includes:
205 Division Avenue Apartments Alpine & Leonard Mixed-Use Plaza Roosevelt Suroeste Brillante
• Grand Rapids, MI • Grand Rapids, MI • Grand Rapids, MI
240 Ionia Mixed-Use Diamond Place Mixed-Use Pine Street Apartments
• Grand Rapids, MI • Grand Rapids, MI • Grand Rapids, MI
345 State Street The Flats at Carriage Commons Stockbridge Mixed-Use
• Grand Rapids, MI • Traverse City, MI • Grand Rapids, MI
843 Lake Drive Harrison Park Apartments The Southgate Senior Living
• Grand Rapids, MI • Grand Rapids, MI • Grand Rapids, MI
Plaza Roosevelt Suroeste Brillante Plaza Roosevelt Avenida Brillante
• Grand Rapids, MI • Grand Rapids, MI
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Market-Rate Development Project Experience
Progressive AE has extensive experience designing mixed-use development projects, often including a combination
of housing, retail, and community components. A sample of our experience with this project type includes:
20 East Fulton Street Development Central Park Apartments Macatawa Farms Development
• Grand Rapids, MI • Greenville, MI • Holland, MI
400 Rose Apartments Phase II District Detroit Arena Lofts Prarie Winds Community
• Kalamazoo, MI • Detroit, MI • Zeeland, MI
410 Markley Street District Detroit One Eleven West Spring Meadows Community
• Norristown, PA • Detroit, MI • Hudsonville, MI
48 West Mixed-Use Student Housing Epicurean Village Oliver Tower Apartments
• Allendale, MI • Spring Lake, MI • Lansing, MI
Block 600 Mixed-Use Ferris State University Townhomes River’s Edge Apartments
• Lansing, MI • Big Rapids, MI • Grand Rapids, MI
Applegate Development Fulton Place Apartments Waverly Park Redevelopment
• Portage, MI • Grand Rapids, MI • Lansing, MI
Bagley Avenue Townhomes Greenspire Apartments
• East Grand Rapids, MI • Portage, MI
Bloomfield Lofts The Hanover Townhomes
• Mount Pleasant, MI • Caledonia, MI
Campus Creek Apartments The Knoll Townhomes
• Big Rapids, MI • Ada, MI
PROGRESSIVEAE.COM P 11
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You measure return on investments
every day. Why should design be
any different?
Housing Expertise 250+
Housing is personal. It’s a place to live, entertain, make life-long LEED
friendships, raise a family and grow old. Whether it’s a modern high-rise
with a million-dollar view, an enclave of townhomes along the lakeshore
CERTIFIED
or a bustling university campus, we are passionate about designing PROJECTS
spaces people are proud to call home. And it’s equally important to
integrate those residences into thriving settings we call “community.”
With more than 50 years’ experience, our housing experts are well-
700+
equipped to deliver the style and creativity your residential structure
deserves, with the architectural and engineering precision it requires.
Our in-depth knowledge of industry best practices allows us to create
productive, unique spaces for any housing platform. By scrutinizing LIHTC UNITS
critical elements like life-cycle costs and long-term cost of ownership,
we drive performance in your unique environment. This ensures an
exceptional resident experience and, ultimately, a return on your
investment.
25+
We Start With You.
No matter the project, we always begin by understanding you,
your people and the aspirations and drivers behind your organization.
Having a firm understanding of where you are today and where DEVELOPER
you want to be tomorrow, will help guide our design decisions and PARTNERS
recommendations. Design is a process, it takes understanding, vision
and realistic recommendations. Our housing experts are here to lend
our guidance and expertise gained through decades of experience to
your project.
Understanding Housing Trends HOUSING
The housing market is competitive and we understand owners and
developers must garner a return on their capital investments. To that PROJECTS IN
end, we immerse ourselves in your world to fully understand how
housing developments can drive organizational performance. We apply 7 STATES
emerging and current trends to both site and structure, as well as
understand your local and state codes.
• Carbon footprint considerations • Natural resource integration
• Due diligence and feasibility studies • Peer review for collaborative
• Efficient design practices precision
• Environmentally neutral raw materials • Renewably sourced products
• LEED certification • Sustainable practices
• National registrations • Value engineering
P 14 PROGRESSIVE AE.COM
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240 Ionia
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The Southgate Senior Living
Grand Rapids, MI
Inner City Christian Federation (ICCF) selected
Progressive AE to design The Southgate to cater to
independent minded seniors living in a thriving downtown
Grand Rapids neighborhood. This project is a 58,500
square foot 4-story structure with first floor common
amenity spaces including a library, community meeting
room, fitness room, and indoor bike storage. An outdoor
sculpture plaza features sitting areas and a bocce court.
This project received HUD financing.
Client: Inner City Christian Federation
Size: 58,500 square feet, 56 units
Cost: $13,900,000
Completion: 2023
Services: Architectural and interior design, structural,
mechanical, and electrical engineering, civil engineering,
and construction administration
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Stockbridge Apartments
Grand Rapids, MI
Progressive AE was selected by the client, a nonprofit
developer, Inner City Christian Federation to design the
Stockbridge Housing development. This project is a
72,000 square foot 5-story mixed use building with first
floor retail spaces and a mix of low-income and market-
rate housing units above. This project recieved HUD
financing.
Client: Inner City Christian Federation
Size: 71,522 square feet, 64 units
Cost: $12,150,000
Completion: 2019
Services: Architectural design, mechanical and electrical
engineering, structural engineering, construction
administration and LEED certification
PROGRESSIVEAE.COM P 17
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834 Lake Drive Housing
Grand Rapids, MI
Responsible for the renovation of a two-story historic
Bethel Pentecostal Church in Cherry Hills neighborhood
into a four-story, 21 one bedroom and 16 two bedroom
unit housing facility. This private developer housing
project was funded with MSHDA tax credits, and is a US
Green Communities project.
Size: 53,488 square feet
Cost: $5,267,000
Services: Architecture, civil and MEP engineering, interior
design, construction administration, US Green Communi-
ties Award assistance
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City of Grand Haven
Lynne Sherwood Waterfront Stadium
Grand Haven, MI
Located on Lake Michigan and along the Grand River,
the City of Grand Haven is a vacation destination for
thousands of visitors and tourists each year. A defining
feature of the downtown area is the waterfront stadium,
located along the Grand River. The aged structure is
defined by a large set of bleachers that disrupt the
river view from downtown. Rarely used by visitors or
the community outside of concert events, the stadium
remains empty a majority of the time. The city knew it
had an opportunity to redefine the space and create a
place that promotes community gathering, celebrates
the City of Grand Haven, and invites visitors to stay
and hang out – all while opening up the view to the
waterfront.
The new stadium includes seating made of low terraced
retaining walls with grass surface. This helps take away
the height of the previous bleachers and increases the
visibility throughout the space and to the downtown
area. A permanent 1,146-square-foot band shell is located
in front of the seating on the northwest corner of the site.
A sports surface located directly in front of the seating
can be used for volleyball, ice skating, and other events.
When necessary, additional portable bleachers can be
added to increase the seating capacity of the space. The
historic depot building will receive a 1,658-square-foot
expansion for increased flexibility in supporting events
and daily use.
Cost: $3,200,000
Completion: 2018
Services: Site and landscape design, architectural design,
engineering, design build
Reference: Holly Johnson, President, Frey Foundation,
[email protected], 616.451.0303
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Fulton Place
Grand Rapids, MI
Fulton Place is a new state-of-the-art student housing
project in downtown Grand Rapids, Michigan, serving the
students of Grand Valley State University. The five-story
mixed-use project includes 12,000 square feet of retail
and 125 student housing units. Generous sized one-two-
and four-bedroom units feature laundry and kitchen
amenities not included at other similar apartments in the
area.
Size: 142,000 square feet, 125 units
Cost: $25,000,000
Completion: 2016
Services: Architectural design, mechanical engineering,
electrical engineering, structural engineering, interior
design and construction administration
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205 Division Avenue
Grand Rapids, MI
Progressive AE was responsible for the design,
documentation and construction administration of this
38-unit, six-story apartment building located in the up-
and-coming Heartside District just south of downtown
Grand Rapids. 205 Division is a mix of one-and two-
bedroom, low income and market rate apartments
aimed at young professionals with a desire to live in a
vibrant downtown environment. Our team provided the
necessary documentation and support to earn the Low
Income Housing Tax Credits (LIHTC) to support the
development of this project.
This project, as well as the adjacent 26 Cherry Street
development, also completed by Progressive AE,
helped to develop the neighborhood without displacing
existing residents. As a LIHTC development, residents
were able to benefit from the social services provided
in the pedestrian-heavy neighborhood and the entire
community was able to prosper without becoming
gentrified, resulting in the displacement of longtime
residents. Similarly, by offering first floor retail
storefronts, small businesses and service providers were
able to find available space for lease in the downtown
area without the high price rental cost.
Size: 51,171 square feet | 38 units
Cost: $7,282,683 (bid) | $7,400,000 (final construction)
Completion: 2014
Services: Architecture, civil and MEP engineering,
interior design, construction administration, US Green
Communities Award assistance
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Downtown Grand Rapids Inc. and City of Grand Rapids
Lyon Square
Grand Rapids, MI
Progressive AE was tasked with creating a flexible,
M O N R O E AV E .
four seasons space that will be used to bring people
together in the heart of Downtown Grand Rapids. This
PARKING
GARAGE
TWO-WAY
DRIVE LANE
SKYWALK
unique space will establish a memorable destination that
GREEN
promotes a culture of engagement and inclusion. One
INFRASTRUCTURE OVERHEAD
GATEWAY
SEATING LOADING ELEMENT
DOCK
OPPORTUNITY STAIRWELL
big focus for the Progressive AE team was to create a
D
OVERLOOK
RO
DELIVERY VEHICLE
P-O
ACCESS AREA LYO N ST.
FF
LOADING
VALET
PARKING
comfortable, shared place for pedestrians and vehicles in
DOCK
PROMENADE
an equitable environment.
WALK
Other Project Goals Included:
• Increase green infrastructure
0 50
‘RIVER’ CONCEPT
THE INFORMATION IN THIS DOCUMENT IS THE INTELLECTUAL PROPERTY OF PROGRESSIVE AE. IT IS INTENDED SOLELY FOR USE BY THE INDIVIDUAL OWNER. REPRODUCTION OF ANY PORTION OF THIS DOCUMENT FOR ANY PURPOSE IS STRICTLY PROHIBITED. • Improve opportunities to linger
DOWNTOWN GRAND RAPIDS INC. LYON SQUARE | GRAND RAPIDS, MI | 12.18.2020 | PROJECT # 75240009
• Enhance the “Downtown Promenade” along the river
• Boost the space at “The Kitchen” by Wolfgang Puck
• Provide a snowmelt system
• Activate the space
• Balance business functions with high quality pedestrian
space
• Maintain access and operations of existing facilities
• Create a four season place with year-round appeal
3D VIEW
THE INFORMATION IN THIS DOCUMENT IS THE INTELLECTUAL PROPERTY OF PROGRESSIVE AE. IT IS INTENDED SOLELY FOR USE BY THE INDIVIDUAL OWNER. REPRODUCTION OF ANY PORTION OF THIS DOCUMENT FOR ANY PURPOSE IS STRICTLY PROHIBITED.
DOWNTOWN GRAND RAPIDS INC. LYON SQUARE | GRAND RAPIDS, MI | 12.18.2020 | PROJECT # 75240009
Size: .25 mile
Estimated Cost: $4,300,000
Expected Construction: Summer 2021
Actual Cost: N/A, Project still in progress
Actual Completion: N/A, Project still in progress
Services: Architecture, urban planning, landscape
architecture, civil engineering, structural engineering,
3D VIEW
THE INFORMATION IN THIS DOCUMENT IS THE INTELLECTUAL PROPERTY OF PROGRESSIVE AE. IT IS INTENDED SOLELY FOR USE BY THE INDIVIDUAL OWNER. REPRODUCTION OF ANY PORTION OF THIS DOCUMENT FOR ANY PURPOSE IS STRICTLY PROHIBITED.
mechanical engineering, electrical engineering,
DOWNTOWN GRAND RAPIDS INC. LYON SQUARE | GRAND RAPIDS, MI | 12.18.2020 | PROJECT # 75240009
consultant coordination
Reference: Mark Miller, AIA, Managing Director of
Planning and Design, Downtown Grand Rapids, Inc.,
[email protected], 616.719.4610
P 26 PROGRESSIVE AE.COM
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River’s Edge Apartments
Grand Rapids, MI
This high-end apartment and mixed-use building sits
along the shore of the Grand River on Grand Rapid’s
up-and-coming north side. River’s Edge is a unique
collection of luxury condominiums and apartments
ranging from 850 to 1,300 square feet in the heart of
Grand Rapids. Spacious and modern, these light-filled, 1-,
2- and 3-bedroom floor plans feature stunning views and
designer selected finishes. With large windows, plenty
of natural light and ample patio space, each unit blurs
the line between outdoor beauty and indoor comfort.
The building is also home a new restaurant, Linear and
enclosed resident parking.
Size: 42,400 square feet, 39 units
Cost: $6,500,000
Completion: 2018
Services: Architectural design, mechanical. electrical and
structural engineering, interior design and construction
administration
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Envision Ada Master Plan and Headley Street
Re-Alignment
Ada, MI
• Master planning process completed over a six-month
period engaging diverse stakeholder groups, including
the Township, local business owners, property owners and
involved community members using community forums, as
well as social media tools
• Creation of a sustainable plan which allows the natural
feature of the river to be fully realized as a community
asset; includes green street design standards, storm water
management
• Solutions provide increased accessibility for pedestrian
traffic, increased availability of residential properties within
the village, and creation of community green spaces as
gathering places
• Existing and future conditions modeling of roadway network
• Signal warrant anaylsis at the M-21 (Fulton Street) / Headley
Street intersection
• Development of alternatives for the Headley Street re-
alignment
• Traffic signal design
• Streetscape design including median islands, bulb-outs,
sidewalks, ornamental lighting, street trees, and site
furnishings such as bike racks and benches
• Subsequent master plan implementation projects that
Progressive AE has partnered with Ada Township and other
stakeholder to complete include Legacy Park and the Amy
Van Andel Library and Community Center
Size: 40 acres
Cost: Ada Village: $13,000,000
Headley Street: $3,390,000
Completion: 2015
Services: Stakeholder engagement, master planning, civil
engineering, landscape architecture, traffic engineering
and analysis, non-motorized land planning
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Trinity Health Muskegon Healing Garden
Muskegon, MI
The healing garden at Trinity’s Health’s Muskegon
campus is rooted in the philosophy of Biophilia and
its ability to support human health and wellness in
the built environment for, patients, hospital staff, and
visitors through the healing process. The word biophilia
originates from the Greek, ‘philia’ meaning ‘love of’. It
literally means a love of life or living things. Biophilia is a
term coined by Harvard naturalist Dr. Edward O. Wilson
which describes what he saw as:
“Humanity’s Innate tendency to focus on lifelike
processes, and to be drawn toward nature, to feel an
affinity for it, a love, a craving.” – Natalie Angier
The garden’s design utilizes six principles as identified
by Dr. Stephen R. Keller in the execution of its design;
1) Environmental Features, 2) Natural Shapes & Forms,
3) Restorative Patterns & Processes, 4) Light & Space,
5) Place-based Relationships, and 6) Evolved Human-
Nature Relationship.
The execution and utilization of these principles help’s
contributes to patients, hospital staff, and visitors in the
reduction of stress, increase in cognitive performance,
improvement in healing, and the positive affects on
14 KEY
emotion, mood, and preference. Amenities include:
PRIMARY GATEWAY W/
1
PRIVACY WALL
PARKING AREA
2
COMMUNAL LAWN W/
ADIRONDACK CHAIRS o Fountain
3 SHADE STRUCTURE & PUBLIC
SEATING
DRO
P-OFF
4
5
DUAL-SIDED MEDITATION
WALL/WATER FEATURE
RESPITE ROW BENCHES
o Shade Structure
IVE 10
DR 6 VEGETATIVE LABYRINTH
RY
NT
o Various types of seating (group and individual)
E 1 7 ASPIRATION SEATWALL
6
8 CONTEMPLATION WALL
2 9 TERRACED GARDEN W/ STAIRS
5
13 3
CHARLES HACKLEY, SISTER
o Labyrinth
10 McAULEY, NURSE STATUE
12
7 BENCH FEATURE
12
15 4 9 11 EVERGREEN SCREEN
12 12 SOLITARY BENCH
8
INTERNAL ROADWAY
o Prayer & Contemplative Space with Virgin Mary Statue
SECONDARY GATEWAY W/
13
11 LOW WALL
14 CELEBRATION EVERGREEN
HEALING
GARDEN 15 BE REMARKABLE MEADOW
5,300 SF
oP
edestrian and landscape lighting (for safety and
15
aesthetics)
DROP-OFF
PARKING AREA
o Native and non-native plant material.
0 30 CONCEPT SITE PLAN
THE INFORMATION IN THIS DOCUMENT IS THE INTELLECTUAL PROPERTY OF PROGRESSIVE AE. IT IS INTENDED SOLELY FOR USE BY THE INDIVIDUAL OWNER. REPRODUCTION OF ANY PORTION OF THIS DOCUMENT FOR ANY PURPOSE IS STRICTLY PROHIBITED.
oP
edestrian stair access from lower parking area to
MERCY HEALTH CAMPUS | HEALING GARDEN - SITE CONCEPT | OCTOBER 9, 2019 | PROJECT #61126146 1
Size: 0.67 Acres
upper hospital main entrance.
Cost: $850,000+
Completion: 2022
Services: Landscape Architecture, Civil
Engineering
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Envision Ada Master Plan – Ada, Michigan
Pete Lazdins, PLA,
Project manager for the design of a master development plan for the
ASLA, CLARB Village of Ada. Several community engagement sessions to develop
Senior Land Planner, Landscape concepts which were presented to a variety of stakeholder groups.
Architecture Discipline Leader To date, most of the plan has been implemented and has created a robust
[email protected] Village Center which includes housing, retail, civic buildings, a river front
Phone: 616.365.8570 park and pedestrian oriented streetscape system.
The Village at 48 West – Allendale, Michigan
This master planning project was a private developer led student housing
project adjacent to Grand Valley State University. A village center was
Pete combines the design sensitivity created to support a variety of community and retail uses, which included
of a landscape architect with the housing on the upper levels. A centrally located community building with
broader perspective of an urban amenities for the residents to enjoy. The housing offered three distinct
planner. A good deal of his work living styles: downtown, apartments and townhomes.
involves planning in the urban
environment on a variety of projects. Prairie Winds – Zeeland, Michigan
He is well-versed in campus Lead designer for a sustainable community design for a variety of
planning, housing, retail, and public housing types: single family, duplexes, and townhouse units. The
spaces. In addition, many of the development includes a community barn, connected greenspace,
projects in Pete’s portfolio involve signature entry and a covered bus stop for children within the
rezoning and site plan approvals. development. The project was taken through the entitlement process for
all necessary approvals.
Education Hillside Ranch – San Marcos, Texase
Michigan State University Senior land planner and designer for a private developer housing project
Bachelor of Science, Urban Planning geared to students and empty nesters. The project was close to the
Texas State University and included several amenity areas for residents.
University of Michigan The project contained several housing types which included cottages,
Master of Landscape Architecture townhomes, and smaller apartment buildings
Waverly Park Development – Lansing Michigan
Lead designer and project manager for the development of a former
golf course encompassing 120 acres. This was a mixed use project with
retail, a variety of housing types, which included a senior living complex.
The plan focused on walkability and a connection to the adjacent
neighborhood to take advantage of a robust greenspace network. This
was a rezoning entitlement process to convert the land to a PUD.
P 34 PROGRESSIVE AE.COM
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Studio Park, Grand Rapids, MI
Nolan Miller, PLA,
Led the design of the piazza and streetscape for Studio Park in downtown
ASLA, NGICP Grand Rapids. The piazza serves as the front door to the downtown cinema
Landscape Architect and provides an open space for residents and visitors to the area.
[email protected]
Ottawa Beach Gateway
Phone: 616.447.4882
Landscape architect for the streetscape improvement of Ottawa Beach Road
in Holland, Michigan. The project cnsisted of designing and installing sidewalks,
Nolan brings 10 years of experience pedestrian lighting, pavers and low retaining walls to maximize the pedestrian
as a landscape architect, urban realm and enhance the experience of the corridor altogether.
designer and project manager
Founders Brewing Company: Expansion Projects, Grand Rapids, MI
to Progressive AE. His work has
Project manager and site planner for a variety of expansion and improvement
involved campus planning, urban
projects with the brewery. Projects included civil and landscape services for
infill, corridor redevelopment, and
parking lot designs and improvements, as well as expansion and renovation to
project entitlement for large and
current facilities.
small-scale developments.
Nolan also sits on the Downtown Purdue University Vawter Field Redevelopment
Grand Rapids Inc.’s Alliance Goal 1 Landscape architect for project in West Lafayette, Indiana, defined by three
(River) board. With his background areas: ‘the green’, north terrace and Third Street. The large green lawn is
working on the Studio Park depressed several feet and serves as a wonderful connector and event and
development, and other prominent gather space for students and faculty. The north terrace and courtyard
urban land planning projects, Nolan provide outdoor sheltered meeting spaces for students while softening the
brings a personal passion to urban approach to the buildings. The Third Street streetscaping provides a barrier to
development to the Progressive AE the busy thoroughfare and creates a pedestrian realm suitable for campus life.
team.
620 Wealthy Street, Grand Rapids, MI
Project Manager and site planner for the redevelopment of 620 Wealthy
Education
Street. This urban infill includes a one-story retail building on the corner of
Kansas State University
Wealthy and Jackson, with parking tucked behind. The development conforms
Bachelor of Landscape Architecture
to the recent development pattern along the Wealthy Street corridor.
University of Colorado Denver
Master of Urban Design Clemson University Core Campus Development
Landscape architect for the Clemson University core campus development
in Clemson, SC; consisted of a large building with three dormitory wings
and central dining facility, as well as full site development including a series
of outdoor courtyards linked by a wide promenade (Clemson Walk) that
significantly improved a north-south connection on campus. This project
required a great deal of coordination and collaboration with both in-house and
consulting architects and engineers.
PROGRESSIVEAE.COM P 35
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Brandon Simon, PE Studio Park, Grand Rapids, MI
Led the civil engineering design efforts and coordination with landscape
Civil Engineer architecture group for Studio Park in downtown Grand Rapids. This project
[email protected] provides a unique open space in the city center and incorporates underground
Phone: 616.361.2668 detention integrated into an outdoor piazza and movie theater.
Eastern Lofts, Grand Rapids, MI
Lead civil engineer for the redevelopment of numerous existing single family
Brandon brings 12 years of residential lots into a 70-unit apartment complex in Grand Rapids. Eastern
experience in civil engineering Lofts incorporated a high-density apartment building, 4-plex units, community
to Progressive AE. His work has gardens, and community gathering and play areas. The development
focused heavily on urban infill integrated with city bus routes to provide multiple convenient means of
projects but also includes large transportation for residents.
scale residential developments, 150 Ottawa, Grand Rapids, MI
and numerous site plan projects. Lead civil engineer for the redevelopment of an existing city parking lot into a
Brandon is a member of the two-tower structure containing class a office space, integrated parking deck,
Sustainability Green Team at a hotel, and ground floor retail and restaurant space. This project includes a
Progressive AE and brings a green roof and extensive street scaping including restaurant seating.
passion for sustainable design to his
projects. Berkshire Muskegon, Muskegon, MI
Lead Civil engineer for the redevelopment of a vacant lot in Muskegon into
Education an active independent senior living community. This project incorporates
Michigan State University both surface level parking and underground parking and also includes an
Bachelor of Science, Civil Engineering underground stormwater detention system.
P 36 PROGRESSIVE AE.COM
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Contact Us
Michigan Offices
Phone: 616.361.2664
North Carolina Office
Phone: 704.731.8080
Read Our Blog
progressiveae.com/strategic-insights
Watch Our Testimonials
progressiveae.com/testimonials
Packet Page 412
PROPERTY MANAGER
KMG Prestige
Packet Page 413
Company Biography
Packet Page 414
Company Overview
KMG Prestige is a fee-based property management firm specializing in the management of multi-
family residential housing. Established in 2006, KMG Prestige’s expertise includes the
management of Market Rate, Affordable, Senior and mixed-use properties.
Although KMG Prestige was established in 2006, as a newly formed entity, its origin dates back to
1975 when the company originated in Mt. Pleasant, Michigan. Morphing from a small startup,
KMG Prestige now manages over one billion dollars in assets, consisting of over 29,000 dwelling
units spread across a six-state area. Current ownership brings more than 50 years combined
experience in the property management industry.
KMG Prestige attributes its continued growth to strong industry relationships, with a focus on
operational excellence.
Our economies of scale bring an added benefit to ownership by reducing daily expenses via our
ability to obtain master contracts in the area of energy consumption, service providers, insurance
and product purchasing.
KMG Prestige is committed to excellence and the continuous improvement in the delivery of
property management. An ever-evolving industry, KMG Prestige continues to incorporate the
newest technologies in order to provide the most up to date services.
Management Philosophy
KMG Prestige is a client driven organization, and it is our goal to deliver the highest caliber of
management services to our clients at the lowest cost possible.
We believe that our job is to do anything we can to help our Employees be successful in their job
of serving the Residents and the needs of the Owners. The Employees’ goal then, is to do anything
possible to ensure our Residents have a fantastic housing experience. To this end, we endeavor to
live and breathe our mission statement and our core values. We also recognize and reward our
employees who do this. We realize that our success is predicated on active and continuous
improvement in our processes.
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Client Base
KMG Prestige ownership’s former and current clientele is broad based, and although most are for-
profit entities a significant minority are non-profit organizations. As a third party fee management
company, KMG Prestige aims to create partnerships with clientele, not competition. The typical
organizational structure of the client is that of a limited partnership or limited liability company.
A thread that is common to most of the KMG Prestige clients is that they have their roots in the
field of real estate development either creating new communities or acquiring and rehabilitating
existing housing properties.
KMG Prestige is proud of the quality of the relationships it maintains with its clients, most of
which have endured over a long period of time.
Affordable Housing Program Knowledge
Many rental programs have been developed and have seen significant growth in the past 30 years
coinciding with KMG Prestige’s earliest affiliate’s entry into the market. KMG Prestige has
developed expertise in the administration of the HUD 202, 221 (d4), 236, Section 8, and the Low
Income Housing Tax Credit (LIHTC) Rental Housing Programs as well as the Rural Development
515 and a number of tailor-made rental programs developed through the auspices of the Michigan
State Housing Development Authority.
Construction
KMG Prestige’s extensive knowledge of multi-family housing has always been a beneficial
resource for Owners and Developers during the planning and construction and/or rehabilitation
phases of their property. KMG Prestige has worked with many Owners providing insight into
design, amenities, and creation of the operating budget, staffing needs, and recommendation of
marketing tools, while assisting the Owner to manage the process from lease up to management of
the completed project.
Receivership Management Experience
KMG Prestige has served as the court appointed receiver for several communities located in
Michigan, Indiana and Wisconsin. In addition, KMG Prestige has also been named as managing
agent for independent receivers. Our extensive knowledge and experience in full-service
management allows our team to quickly evaluate and identify key areas requiring immediate
attention. This approach allows for the implementation of a strategic plan to rapidly market and
improve a distressed community in order to transform the asset into a viable resale opportunity.
Packet Page 416
Mission Statement – “Do the Right Thing”
KMG Prestige Values
We Hire and Reward people who everyday display INTEGRITY,
HONESTY, and CARING behaviors in dealing with others.
We Foster quality relationships. We treat each other, our Clients
(owners and developers), our Customers (residents), and our
Lenders and Suppliers with respect, open, honest communication,
fairness, and politeness.
We Teach, encourage and model teamwork and tolerance.
We Seek to continuously improve by sharing knowledge, and
improving the quality of the systems.
We Strive to be good stewards of our corporate resources.
We Leverage our individual and collective gifts with the intention
of developing a harmonious and satisfying living and working
environment.
We Do What Is Right even when that is in conflict with doing what
is easy or more profitable.
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Organizational Chart
Packet Page 418
References
Client Agency
Phillip Seybert Troy Thelen
P.S. Equities, Inc. Acting Director of Asset Management
805 West Broadway, Suite 1 Michigan State Housing Development Authority
Mt. Pleasant, MI 48858 735 East Michigan Avenue
(989) 779-9995 Lansing, MI 48912
(517) 335-3275
Amin Irving Susie Sapilewski
Ginosko Development Company Supervisory Project Manager
41800 West Eleven Mile Rd, Suite 209 US Department of Housing and Urban Development
Novi, MI 48375 50 Louis Street N.W.
(248)513-4900 Grand Rapids, MI 49503
(616) 456-2100
Thomas Lapka Mark McDaniel
Mallory, Cunningham, Lapka & Scott, P.C. President and Chief Executive Officer
605 S. Capitol Avenue Cinnaire
Lansing, MI 48933 1000 South Washington, Suite 200
(517) 482-0222 Lansing, MI 48910
(517) 482-8555
Kim Hagood
Elite Property Management, LLC
11000 West McNichols, Suite 202
Detroit, MI 48221
(313) 831-1680
Stephen Barron
Community Development Partners, Inc.
500 West Roosevelt Road
Chicago, IL 60644
(773) 854-4040
Packet Page 419
The Leadership Team
Packet Page 420
PAUL SPENCER
PRESIDENT & CEO
Paul Spencer began his 27-year property management career with
Oakwood Apartments, a developer, owner and Management Company
that specializes in short-term corporate housing. Paul supervised a
portfolio of 3,500 units with an asset value of almost four hundred million
dollars. In 1995 Paul entered the affordable housing field when he joined
Related Management and was responsible for the supervision of
properties in a seven-state area. His portfolio was very diverse, and
included conventional, project-based Section 8, 236, RAP, Rent Sup,
Tax Credit, Bond Financed and Hope VI communities. During his tenure with Related Management,
Paul became very familiar with the Americans with Disabilities Act and specifically Section 504. Paul
is currently President of KMG Prestige.
KAREN MEAD
VICE PRESIDENT OF BUSINESS DEVELOPMENT
Karen Mead is the Vice President of Business Development for KMG Prestige.
For over 37 years she has been intensively involved in the property
management industry. Karen is currently responsible for growth associated
with third party real estate investment management and consulting of our
current and future clients. Previously Karen held the position of Vice President
of Property Management with Keystone Management Group where she was
responsible for supervision of eight Regional Property Managers, consisting
of over 8000 units. In 2007, she acquired an ownership interest in that
company and was instrumental in its growth. During the course of her career,
she has been involved in virtually every aspect of the property management industry. Karen’s
experience includes a full spectrum of operations with all programs associated with the affordable
housing arena, as well as market rate developments. Karen specializes in assisting and directing
ownerships with new construction, including underlying financial strategies. And has an extensive
understanding of real estate finance and the LIHTC program. Karen is a high-energy individual who is
committed to providing unparalleled customer service and maintaining exceptional client relationships.
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JENNIFER ALLEN
VICE PRESIDENT OF FINANCIAL SERVICES & CFO
Jennifer Allen is the Vice President of Financial Services and CFO for
KMG Prestige. Her career in property management began in 1998 when
she joined Boston Financial Group as an Accounting Manager, and
continued with Keystone Management Group, where she served as
Controller from 2000 through 2006. As a graduate with honors from Alma
College, Jennifer holds a Bachelor of Arts degree in Business
Administration, with an Emphasis in Accounting. In her current capacity
as VP of Financial Services, Jennifer is directly responsible for managing
and directing the support center operations within the Accounting, Accounts Payable Payroll and Risk
Management departments. This includes reviewing and implementing policies and procedures related
to these areas, as well as overseeing all financial reporting requirements and compliance reporting
requirements for the entities managed by KMG Prestige. Throughout her career in property
management, she has had the opportunity to work closely with various owners and tax credit
syndicators, including Great Lakes Capital Fund, Centerline, MMA Financial, PNC Multifamily, Boston
Capital and National Equity Fund, as well as develop strong working relationships with several public
accounting firms specializing in real estate management.
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