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2021-08-02 17 00-Russell BOS-Regular Meeting-Packet
Document Date: August 2, 2021 Document: 2021-08-02_17_00-Russell_BOS-Regular_Meeting-Packet.pdf
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Agenda Board of Supervisors August 2, 2021 Amended 8/2/2021
Russell County Page 1
RUSSELL COUNTY
BOARD OF SUPERVISOR’S MEETING
AGENDA – AUGUST 2, 2021
BOS Board Room Regular Meeting 5:00 PM
Russell County Governmental Center
Lebanon, Virginia 24266
CALL TO ORDER & ROLL CALL – Clerk of the Board
EXECUTIVE SESSION (CLOSED) – Legal Matters
(SCHEDULED ONE HOUR BEFORE REGULAR BOS MEETING - - REGULAR BOS MEETING BEGINS AT 6 P.M.)INVOCATION – Chairperson
PLEDGE OF ALLEGIANCE TO THE FLAG OF THE UNITED STATES OF AMERICA
APPROVAL OF AGENDA
PUBLIC HEARINGS
Cleveland School Property Transfer to the RC IDA
Givens School Lease – Southwest Virginia Star Project
Public Hearing concerning VDOT Rte. 637 Discontinued Bridge -
Prescriptive Easement Right-of-Way – 30 ft. width & 0.02-mile lengthNEW BUSINESS
- Approval of Minutes. Consider approval of the minutes of the
following meeting of the Russell County Board of Supervisors….……………A-1a. Unapproved minutes of July 12, 2021
Agenda Board of Supervisors August 2, 2021 Amended 8/2/2021
RUSSELL COUNTY
BOARD OF SUPERVISOR’S MEETING AGENDA - AUGUST 2, 2021
BOS Board Room Regular Meeting 5:00 PM
Russell County Governmental Center Lebanon, Virginia 24266
CALL TO ORDER & ROLL CALL - Clerk of the Board
EXECUTIVE SESSION (CLOSED) - Legal Matters (SCHEDULED ONE HOUR BEFORE REGULAR BOS MEETING - - REGULAR BOS MEETING BEGINS AT 6 P.M.)
INVOCATION - Chairperson PLEDGE OF ALLEGIANCE TO THE FLAG OF THE UNITED STATES OF AMERICA APPROVAL OF AGENDA PUBLIC HEARINGS
Cleveland School Property Transfer to the RC IDA
Givens School Lease — Southwest Virginia Star Project
Public Hearing concerning VDOT Rte. 637 Discontinued Bridge - Prescriptive Easement Right-of-Way — 30 ft. width & 0.02-mile length
NEW BUSINESS
- Approval of Minutes. Consider approval of the minutes of the following meeting of the Russell County Board of Supervisors…
a. Unapproved minutes of July 12, 2021
Russell County Page 1
Agenda Board of Supervisors August 2, 2021 Amended 8/2/2021
Russell County Page 2
Approval of Expenditures. Consider approval of expenditures presented
for payment………………………………………………………………………………A-2Committee Appointments for Board Consideration (Tabled).
County Advisory Committee
(1) Appointment Per Board Member
RC Planning Commission
Charles Edmonds Four-Year Term April 3, 2021 Roger Sword Four-Year Term December 31, 2020
Cumberland Plateau Economic Development Commission
Frank Horton One-Year Term June 30, 2021 Tony Lambert One-Year Term June 30, 2021 Ron Blankenship One-Year Term June 30, 2021 James Eaton, Jr. One-Year Term June 30, 2021
Dante Community Center
Jason Gullett Two-Year Term June 30, 2021
Russell County Library Board
Karen Herndon Four-Year Term June 30, 2021 Ann Monk Four-Year Term June 30, 2021 Judy Ashbrook Four-Year Term July 10, 2021
RC Highway & Safety Committee
Gary Dotson Two-Year Term July 1, 2021 Johnny Jessee Two-Year Term July 1, 2021 Steve Dye Two-Year Term July 1, 2021 Eugene Ferguson Two-Year Term July 1, 2021 Tony Maxfield Two-Year Term July 1, 2021 Mike O’Quinn Two-Year Term July 1, 2021 Barbara K. Cox Two-Year Term July 1, 2021 Henry E. Stinson, Jr. Two-Year Term July 1, 2021 Carl Rhea Two-Year Term July 1, 2021 Emory Altizer Two-Year Term July 1, 2021
Agenda Board of Supervisors August 2, 2021 Amended 8/2/2021
Approval of Expenditures. Consider approval of expenditures presented for payment…
Committee Appointments for Board Consideration (Tabled). County Advisory Committee (1) Appointment Per Board Member
RC Planning Commission
Charles Edmonds Four-Year Term April 3, 2021 Roger Sword Four-Year Term December 31, 2020
Cumberland Plateau Economic Development Commission
Frank Horton One-Year Term June 30, 2021 Tony Lambert One-Year Term June 30, 2021 Ron Blankenship One-Year Term June 30, 2021 James Eaton, Jr. One-Year Term June 30, 2021
Dante Community Center Jason Gullett Two-Year Term June 30, 2021
Russell County Library Board
Karen Herndon Four-Year Term June 30, 2021 Ann Monk Four-Year Term June 30, 2021 Judy Ashbrook Four-Year Term July 10, 2021
RC Highway & Safety Committee
Gary Dotson Two-Year Term July 1, 2021 Johnny Jessee Two-Year Term July 1, 2021 Steve Dye Two-Year Term July 1, 2021 Eugene Ferguson Two-Year Term July 1, 2021 Tony Maxfield Two-Year Term July 1, 2021 Mike O’Quinn Two-Year Term July 1, 2021 Barbara K. Cox Two-Year Term July 1, 2021 Henry E. Stinson, Jr. Two-Year Term July 1, 2021 Carl Rhea Two-Year Term July 1, 2021 Emory Altizer Two-Year Term July 1, 2021
Russell County Page 2
Agenda Board of Supervisors August 2, 2021 Amended 8/2/2021
Russell County Page 3
Community Policy Management Team
Angela Farmer Three-Year Term August 3, 2021
Dante Community Center
Catherine Pratt Two-Year Term August 5, 2021
Southwest Community College Advisory Board
Lynn Keene Four-Year Term August 7, 2021 Gregory Brown Four-Year Term August 7, 2021
CITIZEN’S COMMENT PERIOD (Limited to 3 minutes)
CONSTITUTIONAL OFFICER REPORTS AND REQUESTS
COUNTY ATTORNEY REPORTS AND REQUESTS…………………………………………B-1
Russell County Courthouse Comprehensive Agreement
Project Jonah Building Construction & Environmental Inspection Service
Request for Qualifications (RFQ)
Cleveland School Property
Givens School Lease
General Registrar Official Elect Advisory
COUNTY ADMINISTRATOR REPORTS AND REQUESTS
REPORTS
VA Department of Agriculture Animal Shelter Inspection Report………………C-1
VDOT August 2021 BOS Update Report………………………………………………C-2
American Rescue Plan – Economic Development Program/Grants……………C-3
REQUESTS
Voter Redistricting Steering Committee………………………………………………C-4
VA Brownfields Assistance Fund - $50,000…………………………………………C-5
Agenda Board of Supervisors August 2, 2021
Amended 8/2/2021
Community Policy Management Team
Angela Farmer Three-Year Term August 3, 2021 Dante Community Center
Catherine Pratt Two-Year Term August 5, 2021
Southwest Community College Advisory Board
Lynn Keene Four-Year Term August 7, 2021 Gregory Brown Four-Year Term August 7, 2021
CITIZEN’S COMMENT PERIOD (Limited to 3 minutes) CONSTITUTIONAL OFFICER REPORTS AND REQUESTS COUNTY ATTORNEY REPORTS AND REQUESTS…
Russell County Courthouse Comprehensive Agreement
Project Jonah Building Construction & Environmental Inspection Service Request for Qualifications (RFQ)
Cleveland School Property
Givens School Lease
General Registrar Official Elect Advisory COUNTY ADMINISTRATOR REPORTS AND REQUESTS
REPORTS
VA Department of Agriculture Animal Shelter Inspection Report…
VDOT August 2021 BOS Update Report.
American Rescue Plan - Economic Development Program/Grants…
REQUESTS
Voter Redistricting Steering Committee…
VA Brownfields Assistance Fund - $50,000…
Russell County Page 3
Agenda Board of Supervisors August 2, 2021 Amended 8/2/2021
Russell County Page 4
Virginia Department of Fire Programs Grant - $90,786……………………………C-6
Deputy Emergency Management Coordinator Position – (Part-Time)…………C-7
Spinal Muscular Atrophy Awareness Day Proclamation .…………………………C-8
MATTERS PRESENTED BY THE BOARD
ADJOURNMENT
COUNTY AGENCY / BOARD REPORTS:
• Treasurer’s Report ………………………………………………………………………D • RC IDA …………………………………………………………………………………….E • RC PSA …………………………………………………………………………………… F • Castlewood W&S …………………………………………………………………………G • RC Tourism……………………………………………………………………………….H • RC Planning Commission ………………………………………………………………I • RC Conference Center….………………………………………………………………J • RC Fitness Center……………………………………………………………………….K • RC Transportation & Safety……………………………………………………………L • RC Cannery Reports…………………………………………………………………….M • RC Building Inspector……………………………………………………………………N • RC Disposal………………………………………………………………………………O • RC Litter……………………………………………………………………………………P
Agenda Board of Supervisors August 2, 2021 Amended 8/2/2021
Virginia Department of Fire Programs Grant - $90,786.
Deputy Emergency Management Coordinator Position — (Part-Time)…
Spinal Muscular Atrophy Awareness Day Proclamation … MATTERS PRESENTED BY THE BOARD ADJOURNMENT
COUNTY AGENCY / BOARD REPORTS:
Treasurer’s Report. RC IDA. RC PSA… Castlewood W&S RC Tourism… RC Planning Commission . RC Conference Center. RC Fitness Cente! RC Transportation RC Cannery Reports. RC Building Inspecto RC Disposal RC Litter.
Russell County Page 4
CLOSED SESSION
Motion made by , second by and duly approved by the Board of Supervisors enter into closed session to discuss Legal Matters pursuant to Section 2.2-3711(A)(1)(7)(8) – Legal Discussions concerning Personnel and Contractual Matters.
The vote was: Aye:
Nay:CERTIFICATION OF CLOSED SESSION
Pursuant to §2.2-3712 (D) of the Code of Virginia 1950, as amended, each member of the Board of Supervisors upon the Roll Call certifies that to the best of their knowledge (i) only public business matters lawfully exempted from the open meeting requirements under the Virginia Freedom of Information Act and (ii) only such public business matters that were identified in the motion(s) by which the closed meeting was convened were heard, discussed or considered in the meeting by the Board of Supervisors.
Any member of the Board of Supervisors who believes that there was a departure from the requirements of clauses (i) and (ii) above shall so state prior to the vote, indicating the substance of the departure that, in his or her judgment, has taken place.
Are there any Supervisors who believe a departure has taken place?
Seeing none, if you agree that the matters heard, discussed, or considered during the closed meeting were pursuant only to the motion(s) by which the closed meeting was convened, please signify by saying aye or yes.
Tim Lovelace -
Lou Ann Wallace -
Carl Rhea -
Steve Breeding -
David Eaton -
Rebecca Dye -
Oris Christian -
APPROVAL TO RETURN TO REGULAR SESSION
Motion made by , second by and duly approved by the Board of Supervisors to return to regular session.
The vote was: Aye:
Nay:CLOSED SESSION
Motion made by. , second by, and duly approved by the Board of Supervisors enter into closed session to discuss Legal Matters pursuant to Section 2.2-3711(A)(1)(7)(8) — Legal Discussions concerning Personnel and Contractual Matters.
The vote was: Aye: Nay:
CERTIFICATION OF CLOSED SESSION
Pursuant to §2.2-3712 (D) of the Code of Virginia 1950, as amended, each member of the Board of Supervisors upon the Roll Call certifies that to the best of their knowledge (i) only public business matters lawfully exempted from the open meeting requirements under the inia Freedom of Information Act and (ii) only such public business matters that were identified in the motion(s) by which the closed meeting was convened were heard, discussed or considered in the meeting by the Board of Supervisors.
Any member of the Board of Supervisors who believes that there was a departure from the requirements of clauses (i) and (ii) above shall so state prior to the vote, indicating the substance of the departure that, in his or her judgment, has taken place.
Are there any Supervisors who believe a departure has taken place?
Seeing none, if you agree that the matters heard, discussed, or considered during the closed meeting were pursuant only to the motion(s) by which the closed meeting was convened, please signify by saying aye or yes.
Tim Lovelace - Lou Ann Wallace - Carl Rhea - Steve Breeding - David Eaton - Rebecca Dye - Oris Christian - APPROVAL TO RETURN TO REGULAR SESSION
Motion made by. , second by. and duly approved by the Board of Supervisors to return to regular session.
The vote was: Aye:
Russell County Government Center
137 Highland Drive · Lebanon, Virginia 24266 · (276) 889-8000 · Fax (276) 889-8011 www.russellcountyva.us
Board of Supervisors Action Item
137 Highland Drive Presenters - Chairperson Lebanon, VA 24266
Meeting: 8/2/21 6:00 PMPublic Hearing
Cleveland School Property Transfer to the RC IDA
Givens School Lease – Southwest Virginia Star Project
Public Hearing concerning VDOT Rte. 637 Discontinued Bridge -
Prescriptive Easement Right-of-Way – 30 ft. width & 0.02-mile lengthStaff Recommendation:
Board Discretion.
Suggested Motion:
Board Discretion.
ATTACHMENTS: • Various
Board of Supervisors Action Item 137 Highland Drive Presenters - Chairperson Lebanon, VA 24266
Meeting: 8/2/21 6:00 PM
Public Hearing
Cleveland School Property Transfer to the RC IDA Givens School Lease — Southwest Virginia Star Project
Public Hearing concerning VDOT Rte. 637 Discontinued Bridge - Prescriptive Easement Right-of-Way — 30 ft. width & 0.02-mile length
Staff Recommendation:
Board Discretion.
Suggested Motion:
Board Discretion.
ATTACHMENTS:
Various
Russell County Government Center 137 Highland Drive - Lebanon, Virginia 24266 - (276) 889-8000 - Fax (276) 889-8011 www.russellcountyva.us
THE LOCATION OF OVERHEAD AND/OR UNDERGROUND UTILITIES OR FACILITIES THAT ARE SHOWN ON THIS PLAT ARE BASED ON OBSERVABLE ABOVE GROUND STRUCTURES; NO EXCAVATIONS. WERE PERFORMED TO FIELD LOCATE BURIED UTILITIES/FACILITIES, PRIOR TO ANY SITE CONSTRUCTION OR SITE EXCAVATIONS, CONTACT THE APPROPRIATE STATE UTILITY NOTIFICATION SERVICE/AGENCY FOR VERIFICATION OF UTILITY TYPE AND VERIFICATION OF ALL FIELD LOCATIONS OF ANY AND ALL UTILITY LINES.
THE SURVEYOR MAKES NO GUARANTEE THAT THE UNDERGROUND UTILITIES SHOWN COMPRISE ALL SUCH UTILITIES IN THE AREA, EITHER IN SERVICE OR ABANDONED. THE SURVEYOR FURTHER DOES NOT WARRANT THAT THE UNDERGROUND UTILITIES ARE IN THE EXACT LOCATION INDICATED, THEREFORE, RELIANCE UPON THE TYPE, SIZE AND LOCATION OF UTILITIES SHOWN SHOULD BE DONE SO WITH THIS CIRCUMSTANCE CONSIDERED. DETAILED VERIFICATION OF EXISTENCE, LOCATION AND DEPTH SHOULD ALSO BE MADE PRIOR TO ANY DECISION RELATIVE THERETO IS MADE, AVAILABILITY AND COST OF SERVICE SHOULD BE CONFIRMED WITH THE APPROPRIATE UTILITY COMPANY.
DEED BOOK 599, PAGE 445 (1 15R-887)
2,614 + AC "NEW PARCEL”
RUSSELL COUNTY VIRGINIA
DEED BOOK 813, PAGE 327
- NO TITLE REPORT WAS FURNISHED TO THIS SURVEYOR AT THE TIME OF THIS SURVEY, THEREFORE, THIS SURVEY IS SUBJECT TO ANY FINDINGS THAT AN ACCURATE TITLE SEARCH MAY REVEAL,
BEARINGS SHOWN ARE REFERENCED FROM PLAT RECORDED IN DEED 800K 509 PAGE 986, (PREVIOUS B.E.LS. PLAT PROJECT NO. 1879-P56, DATED 11-29-18). FIGURES IN PARENTHESIS DENOTE DEED/PLAT BEARINGS & DISTANCES.
EXISTING FENCES & SEVERAL CONC. VDOT R/W MONUMENTS FOUND AND UTILIZED FOR PROPERTY ORIENTATION, AS NOTED SEE PREVIOUS BELS. PLAT PROJECT NO 1879-P56, DATED 11-29-18.
PLEASE REFER TO DB. 813, PG. 327 FOR A MORE PARTICULAR DESCRIPTION OF THE PROPERTY.
STATE ROUTE 82, VARIABLE WIDTH RIGHT OF WAY TAKEN FROM VDOT PLANS, PROJECT NO. 4883-04 (SHT. 6).
. A 40" INGRESS/EGRESS RIGHT OF WAY TO BE CONVEYED FOR ACCESS FROM THE NEW 2.814 ACRE PARCEL, ALONG THE EXISTING DRIVE AS SHOWN, TO STATE ROUTE 82, ALSO CONVEYED AN ADDITIONAL 5S‘ EASEMENT FOR PARKING, AS SHOWN,
PROPERTY OWNER INFORMATION’ RUSSELL COUNTY VIRGINIA
DEED OF RECORD: 0.8. 813, PG, 327 TAX 1.D. # 116R—-803A (PORTION OF)
LINE TABLE
LINE | BEARING DISTANCE
LiL N 590046" 105.770"
L2__ LN 795943" 2.454"
Ls $ 302077" [Aa
La [8 2084aa™ 98.800"
Ls |S 351054" 38.585"
CURVE TABLE
RADIUS [ARC LENGTH | CHORD LENGTH | CHORD BEARING
60.000" | 96.522" 86.446" N 125536"
250.000" | 90.100" 89.6135" N 692014" &
80.000" | 97.738" 91.772" ‘S 652017" E
65.000" | 61.893" 59.581" S412 £
(116R-803A)
onc. voor R/W MON, FOUND
DEED BOOK 813, PAGE 597 (116R-803A)
MERIDIAN BASIS: PLAT. BEARING D.B. 503, PG.989 (SEE NOTE 2)
PLANNING COMMISSION
‘SIGNATURE
TGNATORE,
LEGEND
CALCULATED POINT IRON PIN w/ CAP SET THIS SURVEY IRON PIN FOUND
EASEMENTS/ RIGHT OF WAY BOUNDARY LINE
BOUNDARY LINE (NOT SURVEYED) ADJOINING PROPERTY LINE
FENCE UNE
OVERHEAD ELECTRIC LINES
BAILEY ENGINEERING & LAND SURVEYING, INC., P.C
EXCELLENCE IN ENGINEERING & SURVEYING. P.0. BOX 155 ROSEDALE, VIRGINIA 24280 TELEPHONE: (276) 880-9027 FAX: (276) 880-1278
PARCEL LOCATED NEAR THE TOWN OF CLEVELAND IN THE CASTLEWOOD MAGISTERIAL DISTRICT OF RUSSELL COUNTY, VIRGINIA
0
a |
|_HEREBY CERTIFY THAT THE SURVEY REFERENCED HEREON IS. BASED ON A CURRENT FIELD SURVEY AND MEETS THE MINIMUM REQUIREMENTS OF THE CURRENT STANDARDS OF A BOUNDARY ‘SURVEY.
ISURVEYOR’S SIGNATURE
DRAWNBY Ae
CHECKED By: RLB
01-31-19
License No, 002214 SEAL
Lanny &,
1"=100" SHEET NUMBER:
10F1
PROJECT NUMBER: BELS1905-P4
PLAT OF SURVEY OF A NEW PARCEL, CONTAINING 2.614+ ACRE , BEING A PORTION OF THE RUSSELL COUNTY PROPERTY AS PER DEED BOOK 813, PAGE 327, AND LISTED AS TAX PARCEL 116R-803A.
RUSSELL COUNTY, VIRGINIA
Default View
www.interactiveGIS.com Printed 07/29/2019
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RUSSELL COUNTY, VIRGINIA Default View
RUSSELL COUNTY VA04/14/2019Print Date:
233,800
0.000
0.75
0
0
D)Grade Factor (
)Phys Depr. % (
Assessed Value:
Replacement Value:
Dwelling Value:
Total Prop.
Total Imp.
Total Land 94,500
233,800
Land Use Value
139,300
0
0
Commercial 136900
BRICK
Owner:Map#:
Acreage:
Record:
Sale Price:
Stories:
Remarks:
Deed Book
Instrument #
Dwelling Valuation
Year Built:
911 Adr:
Ratio:
Air Condition:
No. Rooms:
No. Bedrooms:
No. Baths: F / H
Zoning:
Exterior
Construction:
Street:
Street:
Utilities:
Utilities:
Use Class:
Interior:
Floors:
Foundation:
Exterior Walls:
Roofing:
User Codes:
Date Inspected
At Home
Initials
Previous Values
Bldg
Land
Total
Land Description Unit Size RateCls Adj Value
Improvement Length Width Condition Deprc. Total Value
Description Story Size Class Factor Rate Value
16780
RUSSELL COUNTY VA
1
68R 3067C
0
0 8153 SWORDS CREEK RD
2.00
0
0
0 0
CW
0 0.00
0.000
20180329
N
EXEMPT 63000A 9450099 0.00A 0.000.00
Mthd Grd Dept
SHED FRAME 400 CHAINLINK FENCE 2000
+18-+
: :
28 28
: :
±–42----+ SCHL--------110------------+ 15 : : 7+ : : : : : : 58 58: : 65 : 50 : : : : : : :SCHL : ±----67-------±----------110------------+
Item Rate ValueQty Size
PO BOX 1208
LEBANON VA 24266
Occupancy:
Interior
Floors:
Site
BRICK
BRICK
METAL HARDWOOD
SHEET ROCK
PAVED
SEPTIC
WELL
94500
157500
0
SCHOOL 796220.0012760
SCHOOL 296650.004754
SCHOOL 76000.00760
PAVING- 200000.000
Print Date: 04/14/2019 RUSSELL COUNTY VA api: @8R 30670 ‘Owner: RUSSELL COUNTY VA Record: 16780-1 PO BOX 1208 911d, 0. 8153 SWORDS CREEK RD LEBANON VA 24266 Sale Price: 0 Ratio:0.00 Occupancy: Zoning: Use Class: Exterior Taterior ‘Site Construction: BRICK INo. Rooms: 0 Street: PAVED Exterior Walls: BRICK INo. Bedrooms: 0 Street: Foundation: BRICK No. Baths: OF/ OH |utiities: SEPTIC Roofing: METAL Floors: HaROWwOOD utilities: WELL Floors: ‘Acreage: 0.000 interior: SHEETROCK | Year Built: 0 Stories: 2.00 ‘Air Condition: Wind Cis Land Description Grd UnitSize Dept Rate Ad) ‘Value Dwelling Valuation A 99 EXEMPT ‘A 63000 0.00 000 0.00 94500 tem ay Sze Rate Value Improvement Length __Wieth Condition _Depre. Total Value ‘SHED FRAME 06 CCHAINLINK FENCE 2000 Description Soy Size Class Factor Rate Value ‘SCHOOL 12760 0.00 79622 SCHOOL 4754 0.00 29665 SCHOOL 760 0.00 7600 PAVING- ° 0.00 20000 wee Instrument # : ‘Assessed Value 23,800 28 Dood Book Replacement Value ° vocape he to a Grade Factor ( D) 075 User Codes: Phys Depr.% ( 0.000) ° Dwelling Value ° i” Commercial 136900 : 65 Datel Previous Values so 20180829 Bldg 157500 Total Imp. 139,300 AtHome Land___94500 Total Land 94,500 67 10 Total Total Prop. 233,800 Initia ‘cw Land Use Value Remarks
Russell County Public Schools
2,80D
2,400
2,000
1,600
1,200
800
400 · ----- · · --· - - · · · - - - - - · ---------- -----
0
Requested by: aaddisoo Client verskln: Report veroiom 3 Filters: Billing Period Between Jul 2016 and Jun 2017; Bill is Void Equals 0; Bill Account is Active Equals 1; Bill is From a Vendor Equals !; ; ; Meter Code Equals E02847083900
t < ’ \ . _ " \ " - \ l . . ..–\ ,._ , _ _
07/'2.0/2017 2:45:0SPM
Exectltlll’e Cost Profile BL - 13
–±2016 –@–2017
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Annual Electrical Cost: $17,920
Tracy Highlight
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Russell County Public Schools: _ Execttl’e Cost Profile BL -13 z s & a 3 Annual Electrical Cost: $17,920 Client verskin: Report veroiom 3 Filters: Billing Period Between Jul 2016 and Jun 2017; Bill is Void Equals 0; Bill Account is Active Equals 1; Bill is From a Vendor Equals !; ; ; Meter Code Equals 02847063900, via 2 u Vee woe 2 a
O7/2072017 2A5:080H
PageraT
Russell County Public Schools } Inspected: 9/23/2011
°RCW" - Replacement Cost New / "ACV = Actual Cash Value
VACORP BUILDING DETAIL REPORT (MEMBER DATA Member ID / Name: 9803 Russell County Public Schools LOCATION DATA Location: 05 Gens Elementary Bulking: 01 Givens Elementary Street Address: 9531 Hwy 67 Cy, State, Zi: Swords Creek, VA 24649, r a PS Coordindates: Lat N37 O7619 Long: W 08 9314 Tyel ‘SUPPLEMENTAL DATA j Elementary Schools 2 : 17,720 7 1952 “Masonry Non-Combustible No Average : : Historical Building: No oe Bulging Rented: No By Whom: Vacant: No Elevator No Quantty: 0 Manuel Fre Alarms: Yes Automatic Fite Alarms: Yes Unusual poses: No ‘SUMMARY DATA | Aarate spines: No SperConrge: 0% Interior Fuel Tanker No Bling Re $2,292,200 ty System: es : H Fire Hydrant within $00: No ee Contents RON: $221,000 Distance to Fre Station: 6 les EDP RCN: $25,200 Root Type Fiat (Single Membrane) BuildingTotal RCN: $2,539,400 I Roof Conetion: Good i NOTES: Roofing Type (1) 100% Covered, Enrollment 78, Cafeteria/Gym, HVAC And Celling Renovations In Building ACV: $1,386,800 } “
Page 11
efile GRAPHIC rint - DO NOT PROCESS As Filed Data - DLN:93492092007608
Short Form OMB No 1545-1150
Return of Organization Exempt From Income Tax 2017 Form990-EZ
~ Under section 501©, 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
DepJrtmc-nt of the TreJ~uT"\ Intem~d Re\ C"nuC" ~ef\ Ice
~ Do not enter social security numbers on this form as it may be made public. ~ Information about Form 990-EZ and its instructions is at www.irs.qov/form990ez. pen to Public
Inspection
A F th 2017 or e ca en d ar year, or t ax year b egmnmg 01 01 2017 - - , an d en d· mg 12 31 2017 - - B Check If applicable C Name of organization D Employer Identification number D Address change Stars Ministries
D Name change 82-0971783 Number and street (or P o box, If mall IS not delivered to street address) IRoom/sulte E Telephone number o Initial return 595 Drill Rd
D Final return/terminated (276) 451-1172
D Amended return City or town, state or proVince, country, and ZIP or foreign postal code Honaker, VA 24260 F Group Exemption
D Application pending Number ~
G Accounting Method o Cash D Accrual Other (specify) ~ H Check ~ 0 If the organization IS not required to attach Schedule B (Form 990, 990-EZ, or 990-PF)
I Website: .N/A
J Tax-exempt status(check only one) - 0 501©(3)~ D 501©( ) <Ii(lnsert no) D 4947(a)(1) or D 527
K Form of organization 0 Corporation D Trust D Association D Other _________________________ _
L Add lines 5b, 6c, and 7b to line 9 to determine gross receipts If gross receipts are $200,000 or more, or If total assets (Part II, column (B) below) are $500,000 or more, file Form 990 Instead of Form 990-EZ ••••••••••••••••••••••••••• ~ $ 25,904 'W" Revenue, Expenses, and Changes in Net Assets or Fund Balances (see the Instructions for Part I)
Check If the organization used Schedule 0 to respond to any question In this Part I. • • • • • • • • • • • • • • • • • 0
1 Contributions, gifts, grants, and similar amounts received 1 20,725
2 Program service revenue including government fees and contracts 2
3 Membership dues and assessments 3
4 Investment Income 4
Sa Gross amount from sale of assets other than Inventory I Sa I b Less cost or other basIs and sales expenses I 5b I 0
c Gain or (loss) from sale of assets other than Inventory (Subtract line 5b from line 5a) 5c
6 Gaming and fundralslng events
c.’ a Gross Income from gaming (attach Schedule G If greater than $15,000) I 6a I J
c., b Gross Income from fundralslng events (not including $ of contributions from :…
c.’ fundralslng events reported on line 1) (attach Schedule G If the 0::
sum of such gross Income and contributions exceeds $15,000) I 6b I 5,179
c Less direct expenses from gaming and fundralslng events I 6c I 200
d Net Income or (loss) from gaming and fund raising events (add lines 6a and 6b and subtract line 6c) 6d 4,979
7a Gross sales of Inventory, less returns and allowances I 7a I b Less cost of goods sold I 7b I 0
c Gross profit or (loss) from sales of Inventory (Subtract line 7b from line 7a) 7c
8 Other revenue (describe In Schedule 0) 8
9 Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8 • 9 25,704
10 Grants and similar amounts paid (list In Schedule 0) 10 7,875
11 Benefits paid to or for members 11
.’ 12 Salaries, other compensation, and employee benefits 12 ‘-, .’ 13 ProfeSSional fees and other payments to Independent contractors 13 1,364 ~
'-, a. 14 Occupancy, rent, utilities, and maintenance 14 9,655 )(
LLJ 15 Printing, publications, postage, and shipping 15 472
16 Other expenses (describe In Schedule 0) 16 3,175
17 Total expenses. Add lines 10 through 16 • 17 22,541
18 Excess or (defiCit) for the year (Subtract line 17 from line 9) 18 3,163 ~ '-, 19 Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree With -" -" end-of-year figure reported on prior year’s return) 19 « ~
20 Other changes In net assets or fund balances (explain In Schedule 0) 20 ‘-’ z 21 Net assets or fund balances at end of year Combine lines 18 through 20 21 3,163
For Paperwork Reduction Act Notice, see the separate mstructlons. Cat No 106421 Form 990-EZ (2017)
[efile GRAPHIC print - DO NOT PROCESS [As Filed Data - | DLN: 93492092007608]
Short Form [ome Ne 4545-2150 rom990-EZ Return of Organization Exempt From Income Tax 201 2 ders (e527 er OTL he mal nen od oe re etn) 7
Do not enter social security numbers on this form as it may be made public.
Information about Form 990-E2 and its instructions is at www.irs.gov/form990er. | Aiaaiihpdiamealaa
paste Inspection initial return 585 Drill Rd
G Accounting Method Cash CAccrual Other (specify) > H Check ® ifthe organization 1s not
required to attach Schedule B (Form 980, 990°E2, or 990-PF) I Website: Pua
J Tax-exempt status{chock only one) ~ B501©(3)99 0) S0x©( ) insert no) O 4947(aX(1) or O 527.
Form of organization Corporation Trust DAssoaston other L Ade lines 5b, 6c, and 7b to line 9 to determine gross receipts If gross receipts are $200,000 or more, orf total assets (Part II, column (8) below)
are $500,000 or re, fle orm 990 usted of form 99OEL ves n tte ewee neuen ene pszss04 Revenue, Expenses, and Changes in Net Assets or Fund Balances (sce the notuchons fo Par Gheckit the ongansaton used Schedule Oto respondtoanyquestonnthigPaticrs tse sce aye eee a 7 Contnbubons, os grants, and smiaramouniseceved vv sve seeeeevavvvvn z 20725 2 Program sernce rere incading goverament fees and contacts vv weve eeeeeeee [2 3 Weribarsiop dows and SonsbOTS ss ese cece see ette tee e eee eee 3 4 investment ncome vs vv vsvssvisvrrrersrsrerers 2 5a Gross ameunt rom sale of assets other than inventory » = » » « 3 b Less cost or eter bens and sles amperees ov ee ee + sb oD Gain or (los) fom sal of assets other than inventory (Subtract ine Sb frome Sa) Se 6 Gaming and fundratsing events | Gross income from gaming (attach Schedule G i greater than $15,000) |_6a £] rots came rm fundratng events (not meus $ of anton fom E] ” fandrasng events reported on ine 1) (attach Scheeule Ge sum of such gross mcome and contrbutons exceeds $15,000). | 6b 579 Less diet expenses fom gaming and fndrasing events ss. [6 200 Net income or (ss) rom gaming and funérasng event (add lines 6a and Go and sabtractine 60) | 6 4979 7a Gross evles of rvantory, less retors and alowarces «es | 7a Less cost of goods sld Dee tees De a Gross profit or (oss) from sles of ventory (Subtract line 7b fom ne 7a) «vw LT 8 other reverve (eserbe in Schedule 0) ree 9 Total revenue. Add ines 1,2,3,4,5¢ 64.708. 11st steve es bf 9 Eye 10 Grants and srmlar armours paid (stn Schedule ©) Tuva vv ees [a0 7875 11. ents pid to or for members vee eee eee eee [aa 12. Salanes, oer compensaton, and employee benefts ss verve ee ee [aR 13 Professional fees and other payments tondependent contractors» vs vv ee ee [aS 7364 14 occupancy, rent ublives, and mamntenance sve ee ee eee eee [oe 3.55 18 rit, publications, postage, and shipping Pe eee fs 7 16 other expenses (deen n Schedule 0) PDD DD DDD) Gas as 17 Total expenses. Add ines 10 through 36 wee eae Rasa 18 Excess or (ect) forthe yea (Subtract ine T?fromine3) vv vv LB 363 2| 19. net assetsor fund balances at beginning of year (fom ne 27, column (A) (must apre wth 2) endotyear gure reported an por year’s return) vee eee ee [a9 z 20 Other changes in net assets or fund balances (explain in ScheduleO) 6 ee ee ee eee [20 21. Net asets or und balances at end of year Combine ins 18 through 20 Li) pa 363
For Paperwork Reduction Act Notice, see the separate Instructions. Cat No 106427 Form 990-EZ (2017)
Form 990-EZ (2017) Page 2
I@iil Balance Sheets (see the instructions for Part II) Check If the organization used Schedule 0 to respond to any question In this Part II D
(A) Beginning of year (8) End of year
22 Cash, savings, and Investments 22 3,163
23 Land and bUildings 23
24 Other assets (deSCribe In Schedule 0) 24
25 Total assets o 25 3,163
26 Total liabilities (deSCribe In Schedule 0). 26
27 Net assets or fund balances (line 27 of column (B) must agree with line 21) o 27 3,163 .:F.Ti … Statement of Program Service Accomplishments (see the instructions for Part III) Expenses Check If the organization used Schedule 0 to respond to any question In thiS Part III D (ReqUired for section SOl©
What IS the organization’s primary exempt purpose7 (3) and SOl©(4)
The organization’s mission IS to hele the needy: and the community: organizations, optional for
Describe the organization’s program service accomplishments for each of ItS three largest program serVices, as others)
measured by expenses In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title
28 See Additional Data Table ----------------------------------------
(Grants $ ) If thiS amount Includes foreign grants, check here ~ D 28a
29 29a
(Grants $ ) If thiS amount Includes foreign grants, check here ~ D 30 30a
(Grants $ ) If thiS amount Includes foreign grants, check here ~ D 31 Other program services (describe In Schedule 0)
(Grants $ ) If thiS amount Includes foreign grants, check here ~ D 31a
32 Total program service expenses (add lines 28a through 31a) • 32 21,472
.:F.Ti.,'. List of Officers, Directors, Trustees, and Key Employees (list each one even If not compensated see the Instructions for Part IV) Check If the organization used Schedule 0 to respond to any question In thiS Part IV. D
(a) Name and title (b) Average © Reportable (d) Health benefits, (e) Estimated amount hours per week compensation contributions to employee of other compensation
devoted to position (Forms W-2/1099- benefit plans, and MISC) (if not paid, deferred compensation
enter -0-)
Amanda Thomas 2000 0
PreSident, Die
Amanda Wallace 2000 0
Vice Pres, Die
Heather Sanders 2000 0
Treasurer, Die
Becky Robinette 2000 0
Secretary, Die
Form 990-EZ (2017)
Form 980-2 (2017) Page 2
Sarees tafe Cutan aetnnheren 3 (A) Beginning of year (B) End of year
Seromsnt el Fowan Sesice hcomplonnens Gots eae RT aa
inet ens prerker
=
2 scoters ab
(Grants $_) If this amount includes foreign grants, check here.» » » CO) 28a)
(Grants $ ) If this amount includes foreign grants, check here. . . & CO]
(Grants $ ) If this amount includes foreign grants, check here. . . & CO]
(Grants $_) If this amount includes foreign grants, check here» » + >» O |31a)
List of Officers, Directors, Trustees, and Key Employees [ist coch one even 1 ot compensated — see the nstuchons or Pa)
Check if the organization used Schedule 0 to respond to any question in this Part IV. e+
fs}
(a) Name and title (b) Average (e) Reportable | (A) Health benefits, |(e) Estimated amount hours per week compensation _|eontributions to emplayee| of other compensation devoted to position | (Forms W-2/1099- | benefit plans, and MISC) (if not paid, | deferred compensation ‘enter -0-) manda Thomas [2000 0 President, Dir ‘Amanda Wallace [20-00 o Vice Pres, Die Heather Sanders [20-00 ° Treasurer, Dir Becky Robinette j20 00 0
Secretary, Dir
Form 990-EZ n017)
Form 990-EZ (2017) Page 3
IMP Other Information (Note the Schedule A and personal benefit contract statement requirements In the instructions for Part V ) Check If the organization used Schedule 0 to respond to any question In this Part V. . • • D
I Yes I No
33 Did the organization engage In any Significant activity not previously reported to the IRS detailed deScription of each activity In Schedule 0
34 Were any Significant changes made to the organizing or governing documents? If “Yes,” of the amended documents If they reflect a change to the organization’s name Otherwls on Schedule 0 (see instructions)
? If “Yes,” provide a
attach a conformed copy e, explain the change
35a Did the organization have unrelated bUSiness gross Income of $1,000 or more dUring the year from bUSiness activities (such as those reported on lines 2, 6a, and 7a, among others)?
de an explanation In Schedule 0 b If “Yes,” to line 35a, has the organization filed a Form 990-T for the year? If “No,” provi
c Was the organization a section 501©(4), 501©(5), or 501©(6) organization subject t notice, reporting, and proxy tax requirements dUring the year? If “Yes,” complete Sched
o section 6033(e) ule C, Part III
36 Did the organization undergo a liqUidation, dissolution, termination, or Significant dlspos Itlon of net assets dUring the year? If “Yes,” complete applicable parts of Schedule N
37a Enter amount of political expenditures, direct or indirect, as deScribed In the instructions ~ 1 37a I
b Did the organization file Form 1120-POL for thiS year?
r key employee or were 38a Did the organization borrow from, or make any loans to, any officer, director, trustee, 0
any such loans made In a prior year and stili outstanding at the end of the tax year cove red by this return?
b If “Yes,” complete Schedule L, Part II and enter the total amount Involved 138b
! 1 39a
39 Section 501©(7) organizations Enter
a Initiation fees and capital contributions Included on line 9
b Gross receipts, Included on line 9, for publiC use of club faCilities 139b
40a Section 501©(3) organizations Enter amount of tax Imposed on the organization dUrin g the year under
section 4911 • __________ ’ section 4912. __________ ’ section 4955 • e In any section 4958 b Section 501©(3), 501©(4), and 501©(29) organizations Did the organization engag
excess benefit transaction dUring the year, or did It engage In an excess benefit transact has not been reported on any of ItS prior Forms 990 or 990-EZ? If “Yes,” complete Sche
Ion In a prior year that dule L, Part I
c Section 501©(3), 501©(4), and 501©(29) organizations Enter amount of tax Impose managers or disqualified persons dUring the year under sectlons4912, 4955, and 4958
d Section 501©(3), 501©(4), and 501©(29) organizations Enter amount of tax on line by the organization
d on organization
• 40c reimbursed
• e All organizations At any time dUring the tax year, was the organization a party to a pro hlblted tax shelter
transaction? If “Yes,” complete Form 8886-T •
33 No
34 No
35a No
35b No
35c No
36 No
37b No
38a No
0
0
40b No
40e No
41 List the states With which a copy of thiS return IS filed • --------------------------------------
42a The organization’s books are In care of. “H”'e:::at:::.h"‘e’-.r.::S"'a:.:.nd"'e"'r:::s __________________ Telephone no • (276) 451-1172
Located at. PO Box 996 Honaker, VA ZIP + 4 • --=2’-'4.::.2.::.6.::.0 ___ _
b At any time dUring the calendar year, did the organization have an Interest In or a signature or other authOrity over a finanCial account In a foreign country (such as a bank account, seCUrities account, or other finanCial account)?
If “Yes,” enter the name of the foreign country ~ _________________________ _
See the instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR)
c At any time dUring the calendar year, did the organization maintain an office outSide the US?
If “Yes,” enter the name of the foreign country ~ _________________________ _
43 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-EZ In lieu of Form 1041 - Check here
and enter the amount of tax-exempt Interest received or accrued dUring the tax year
44a Did the organization maintain any donor adVised funds dUring the year? If “Yes,” Form 990 must be completed Instead of Form 990-EZ
b Did the organization operate one or more hospital faCilities dUring the year? If “Yes,” Form 990 must be completed Instead of Form 990-EZ
c Did the organization receive any payments for Indoor tanning services dUring the year?
d If “Yes,” to line 44c, has the organization flied a Form 720 to report these payments? If “No,” proVide an explanation In Schedule 0
45a Did the organization have a controlled entity Within the meaning of section 512(b)(13)?
45b Did the organization receive any payment from or engage In any transaction With a controlled entity Within the meaning of section 512(b)(13)? If “Yes,” Form 990 and Schedule R may need to be completed Instead of Form 990-EZ (see instructions)
Yes No
42b No
42c No
• D
Yes No
44a No
44b No
44c No
44d No
45a No
45b No
Form 990-EZ (2017)
Form 990-EZ (2017) Page 3 ‘Other Taformation (Note he Schecle A and personal bene contrac statement requrements the rarcion fr Pa) Chef te oration used Schule Otespondts any qurtonm ts rtVe es sre
Yes | No
'33._Did the organization engage in any significant actvity not previously reported to the IRS? If “Yes,” provide a detailed description of each activity in Schedule O Tet ee te ee ee ee | BB No
34 Were any significant changes made to the organizing or governing documents? If “Yes,” attach a conformed copy ofthe amendee documents they relict a change othe organizations name Others, expan the change fon Schedule O (see instructions) we et ee ee | 8M No
‘35a Did the organization have unrelated business gross income of $1,000 or more dung the year from business actities (Such as those reported on lines 2, 6a, and 7a, among thers)? a se [35a No
b If “¥es,” to line 38a, has the organization filed a Form 990-T for the year? If “No,” provide an explanation in Scheculeo | 35B No Was the organization a section 501©(4), 504©(5), or 501©(6) organvzation subject to section 6033(¢)
notice, reporting, and proxy t3x requirements during the year If “Yes,” complete Schedule C, Part ITT 35¢ No 36 Did the organization undergo @ liquidation, dissolution, termination, or significant disposition of net assets during the year? If “Yes,” complete applicable parts of Schedule N. vet et ee te | 36 No 37. Enter amount of plea expenditures, dec or indirect a desrived in the instructions: 3 'b Did the organization file Form 1120-POL forthis year? . . . ee ee eee ee | TB. No 38a Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made n a prior year and stil outstanding at the end ofthe tax year covered by this retum? … | 38a No b If"Y¥es," complete Schedule L, Part I! and enter the total amount involved + [seb 39. Section $01(¢)(7) organizations Enter ‘a Initiation fees and capital contributions included on ine9 =. ws sw we [388 1b Gross receipts, included on line 9, for public use of club facies =. ss s+ [39b 40a Section 501©(3) organizations Enter amount of tax imposed on the organization during the year under section 4911 1 secton 4912, section 4955
b Section 501©(3), 504©(4), and 501©(29) organizations Did the organization engage in any section 4958 excess benefit transaction during the year, or did t engage in an excess benefit transaction in a prior year that has not been reported on any of ite prior Forms 990 or $90-E2? If “Yes,” complete Schedule L, Part I 40b No
©. Section 501(¢)(3), 501©(4), and 501©(29) organizations Enter amount of tax imposed on organization ‘managers or disqualified persons during the year under sections4912, 4955, and 4958
Section 501(¢)(3), $01©(4), and $01©(28) organizations Enter amount of tax on line 40¢ revmbursed by the organization ‘
© ‘Allorganzations At any te dung the tax year, waste organization a party toa pohibted tax shler ie te transaction? If “Yes,” complete Form 8886-T «se st ee Tone 44. Uicehe sates with winch a copy ofthis return fed
42a The organzetin’s books aren care of © Heath Sanders Telephone no (276) 451-1172 Located at 80:96 anak, VA Zip +4 & 24260 At any ume dunng the calendar year, i the organization have an intrest ino a igature or ther author over a ya [ne fnandal acount n’ foreign country (ave asa Bank acouns, seturves account or the anc sec0u%)> ab Ne 11 °Yes," enter the name ofthe foreign country. See the msirctons for exceptions and filing requrements for FinCEN Form 414, Report of Foreign Bank and Financial Accounts (FBAR) At any ume dung the calendar yar, di the organization mantan an office outside the US? ane No 1F°Yes," enter the name ofthe foreign country. 43 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-EZ in lieu of Form 1041-Checkhere. . . . .« » &O and enter the amount of tax-exempt terest received or accrued dunng thetaxyear =. ss BL a | Yes | No 444 01 the erganzaton manta any anor ave funds dung th yeu? "es Fem 990 mus be comet send of torm 350°e2 = eee eee ee ame ee | aaa No bb Di the organzaton operate one or more hospa facies dung the year? It"Yes,” Form 990 must be completed Instead form 99022 ne en ee tna te ee ee, [4a No Dd the organzaton recwe any payments for indoor tanning services Gunmgthe year? | 1S 1 tt ss fame Ne 4-11 °¥e5,“to ine 44, haste organization fed a Form 720 to report these payments? If"No,” provide an explanatonin Schedule Oe nn te nn en ee ten etn ene Peet a a [aad No 45a De he erganzaton havea controled entty within the meanng ofsecton Suz(b)Gay? ss tse es [aba No
45D Did the organization receive any payment from or engage in any transaction with a controlled entty within the meaning| of section 512(b)(33)? IF “Yes,” Form 990 and Schedule R may need to be completed instead of Form 990-€2 (see instructions) vv ve tt ee tt tt te tt ee ee [AB No
Form 990-EZ (2017)
Form 990-EZ (2017)
46 Did the organization engage, directly or indirectly, In political campaign activities on behalf of or In opposition to candidates for public offlce7 If “Yes,” complete Schedule C, Part I
.:.F.r.Iil"'. Section SOl©(3) organizations only
Page 4
Yes No
No
All section 501©(3) organizations must answer questions 47-49b and 52, and complete the tables for lines 50 and 51. Check If the organization used Schedule 0 to respond to any question In this Part VI. • • • • • • • • • • • • • • • • • D
Yes No
47 Did the organization engage In lobbYing activities or have a section 501(h) election In effect dUring the tax year7 If “Yes,” complete Schedule C, Part II 47 No
48 Is the organization a school as described In section 170(b)(1)(A)(II)7 If “Yes,” complete Schedule E 48 No
49a Did the organization make any transfers to an exempt non-charitable related organlzatlon 7 49a No
b If “Yes,” was the related organization a section 527 organlzatlon 7 49b No
50 Complete this table for the organization’s five highest compensated employees (other than officers, directors, trustees and key employees) who each received more than $100,000 of compensation from the organization If there IS none, enter “None”
(a) Name and title of each employee (b) Average © Reportable (d) Health benefits, (e) Estimated amount hours per week compensation contributions to employee of other compensation
devoted to position (Forms W-2/1099- benefit plans, and MISC) deferred compensation
NONE
f Total number of other employees paid over $100,000
.--------------- 51 Complete this table for the organization’s five highest compensated Independent contractors who each received more than $100,000 of
compensation from the organization If there IS none, enter “None”
(a) Name and business address of each Independent contractor (b) Type of service © Compensation
NONE
d Total number of other Independent contractors each receiving over $100,000.
52 Did the organization complete Schedule A7 NOTE. All Section 501©(3) organizations must attach a completed Schedule A • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • ~ Yes D No
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, It IS true, correct, and complete Declaration of preparer (other than officer) IS based on all information of which preparer has any knowledge
~ '** "* 12018-04-02
Sign Signature of officer Date
Here ~Amanda Thomas President, Dlr Type or print name and title
Print/Type preparer’s name I Preparer’s signature I Date ~ I PTIN Floyd Green lr CPA Check …/ If P00365634
Paid self-employed
Preparer Firm’s name ~ FLOYD GREEN CPA PC Firm’s EIN ~ 55-0842444
Use Only Firm’s address ~ 3114 Mercer University Drive SUite Phone no (770) 457-2550
Atlanta, GA 303414144
May the IRS discuss thiS return with the preparer shown above7 See instructions 0Yes D No
Form 990-EZ (2017)
Form 990-EZ (2017) Page 4 Yes | No
- Did the organization engage, cirecty or indirectly, in political campaign activities on behalf of or in opposition to candidates for public office? If"Yes," complete Schedule C, Partl se vee ew ee a No
Section 503©(3) organizations only fal seevon 505(0)3) organzetons must answer questions 47-49b and 52, and complete the tables for nes 50 and 51. Aaa ee eae Os cman tty sansa teak cena te elas For ne 50
Yer] We
47 Did the organization engage in lobbying activities or have 2 section 502(h) election in effect during the tax year?
IF “Yes,” complete Schedule C, Part I ee ee [ae No 48 Is the organization a school as described in section 170(b)(1)(A)()? If “Yes,” complete Schedule E a8 Ne ‘49a Did the organization make any transfers to an exempt non-charitable related organization? 498 No
“49b No
DIF “Yes,” was the related organization a section 527 organization? 6 ee ee ee
50 Complete this table forthe organization’s five highest compensated employees (other than officers, directors, trustees and key employees) who each received more than $100,000 of compensation from the organization ‘If there 1s none, enter "None "
(a) Name and tile of each employee (b) Average (Reportable | (a) Health benefits, _|(e) Estimated amount hours per week compensation _|eontnibutions to employee| oF other compensation devoted to positon | (Forms W-2/1099- | benefit plans, and MISC) deferred compensation NONE f Total number of other employees paid over $100,000. ee ee ee
51 Complete this table for the organization’s five highest compensated independent contractors who each received more than $100,000 of compensation from the organization IF there Is rane, enter "None ”
(a) Name and business address of each independent contractor (B) Type of service | © Compensation
NONE
d__ Total number of other independent contractors each receiving over $100,000. se ve ee ee
52 Did the organization complete Schedule A? NOTE, All Section 504©(3) organizations must attach a completed Schedule Aviv tet c ct eee e tere ttttertteettt ere tee eens > Dyes Cno
Under penalties of perjury, I declare that ! have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, ts true, correct, and complete Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge
= 3 | 2018.04.02 sign sgnature of acer Date Here ) ype oF print name and tle
Danil Type preparers name Preparers ognatare Date mane Paid Floyd Groen Jr CPA chase | othesone Preparer —_|Fimsnane > fuovb GaEEN GPAPE Firms EIN B SS-O0404 Use Only | Frvadaress b 3114 Mercer Unversity Dnve Sure Phone no (770) 457-2550 May the IRS discuss this return with the preparer shown above? See instructions . . . . + + + . + B® @Yes ONo
Form 950-2 (2017)
Additional Data
Software ID: 17005038
Software Version: 2017v2.2
EIN: 82-0971783
Name: Stars Ministries
Form 990EZ, Part III - Statement of Program Service Accomplishments
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title.
28
- Provided a monthly soup kitchen and food pantry- Provided back to school clothing and supplies to students In the communlty- Provided a White Christmas for over 700 youth
(Grants $ 21,472) If this amount Includes foreign grants, check here ~ D
Expenses (Required for section 501
©(3) and 501©(4) organizations; optional
for others.)
28a 7,875
Additional Data
Software 1D: 17005038
Software Version: 2017v2.2 EIN: 82-0971783 Name: Stars Ministries
Form 990EZ, Part III - Statement of Program Service Accomplishments
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. In a clear and concise manner, describe the services provided, the ‘number of persons benefited, and other relevant information for each program title.
Expenses (Required for section 501 (e)(2) and 501(6)(4) organizations; optional for others.)
28 = Provided a monthly soup kitchen and food pantry- Provided back to school clothing and supplies to students in the community- Provided a White Christmas for over 700 youth
(Grants $ 21,472) If this amount includes foreign grants, check here…» CO]
28a 7.875
efile GRAPHIC rint - DO NOT PROCESS As Filed Data - DLN:93492092007608
SCHEDULE A (Form 990 or 990EZ)
Public Charity Status and Public Support Complete if the organization is a section 501©(3) organization or a section
4947(a)( 1) nonexempt charitable trust. ~ Attach to Form 990 or Form 990-EZ.
OMB No 1545-0047
2017 DepJrtmc-nt of the TreJ~uT"\ ~ Information about Schedule A (Form 990 or 990-EZ) and its instructions is at
www.irs. ov form990.
Open to Public Inspection
Name of the organization Stars Ministries
Employer identification number
82-0971783
IWi. Reason for Public Charity Status (All organizations must complete this part.) See instructions. The organization IS not a private foundation because It IS (For lines 1 through 12, check only one box)
1 D 2 D 3 D 4 D 5 D 6 D 7 D 8 D 9 D
10 ~
11 D 12 D
a D
b D
c D d D
e D
A church, convention of churches, or association of churches deSCribed In section 170(b)(1)(A)(i).
A school deSCribed In section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ) )
A hospital or a cooperative hospital service organization described In section 170(b)(1)(A)(iii).
A medical research organization operated In conjunction with a hospital deSCribed In section 170(b)(1)(A)(iii). Enter the hospital’s name, City, and state
An organization operated for the benefit of a college or university owned or operated by a governmental unit deSCribed In section 170 (b)(l)(A)(iv). (Complete Part II )
A federal, state, or local government or governmental unit described In section 170(b)(1)(A)(v).
An organization that normally receives a substantial part of ItS support from a governmental unit or from the general public deSCribed In section 170(b)(1)(A)(vi). (Complete Part II )
A community trust deSCribed In section 170(b)(1)(A)(vi) (Complete Part II )
An agricultural research organization described In 170(b)(1)(A)(ix) operated In conjunction with a land-grant college or university or a non-land grant college of agriculture See instructions Enter the name, City, and state of the college or university
An organization that normally receives (1) more than 331/3% of ItS support from contributions, membership fees, and gross receipts from activities related to ItS exempt functions-subject to certain exceptions, and (2) no more than 331/3% of ItS support from gross Investment Income and unrelated bUSiness taxable Income (less section 511 tax) from bUSinesses acquired by the organization after june 30, 1975 See section 509(a)(2). (Complete Part III )
An organization organized and operated exclusively to test for public safety See section 509(a)(4).
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described In section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box In lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g
Type I. A supporting organization operated, supervised, or controlled by ItS supported organlzatlon(s), tYPically by giVing the supported organlzatlon(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization You must complete Part IV, Sections A and B. Type II. A supporting organization supervised or controlled In connection with ItS supported organlzatlon(s), by haVing control or management of the supporting organization vested In the same persons that control or manage the supported organlzatlon(s) You must complete Part IV, Sections A and C. Type III functionally integrated. A supporting organization operated In connection with, and functionally Integrated with, ItS supported organlzatlon(s) (see instructions) You must complete Part IV, Sections A, 0, and E. Type III non-functionally integrated. A supporting organization operated In connection with ItS supported organlzatlon(s) that IS not functionally Integrated The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions) You must complete Part IV, Sections A and 0, and Part V. Check this box If the organization received a written determination from the IRS that It IS a Type I, Type II, Type III functionally Integrated, or Type III non-functionally Integrated supporting organization
f Enter the number of supported organizations
g PrOVide the following information about the supported organlzatlon(s)
(i) Name of supported (ii) EIN (iii) Type of organization organization
(deScribed on lines 1- 10 above (see
instructions))
Total For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
(iv) Is the organization listed (v) Amount of (vi) Amount of In your governing document? monetary support other support (see
(see instructions) instructions)
Yes No
Cat No 11285F Schedule A (Form 990 or 990-EZ) 2017
I
[efile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93492092007608]
‘OMB No. 1545-0047 SCHEDULE A Public Charity Status and Public Support ra (Form 990 or Complete if the organization is a section 501©(3) organization or a section 2017 990EZ) ‘4947(a)(1) nonexempt charitable trust.
P Attach to Form 980 or Form 990-EZ,
Dette ofthe Teen > Information about Schedule A (Form 990 or 990-E2) and its instructions is at ‘Open to Public wwww.ies.gov/form990. Inspection
Name of the organization
Employer identification number
Reason for Public Charity Status (All organwations must complete thi part.) See structions The organuzaton ws nota private foundaton Because fis (Far ines I trough 32, check only one Box }
1] Achureh, convention ef churches, or association of churches desenbed in section 170(b)(1)(A)(i).
2 []_ Aachool descrived in section 170(b)(1)(A)(Hi). (Attach Schedule E (Form 990 or 990+E2) }
3 [] Abospital or a cooperative hospital service organization descnbed in section 170(b)(1)(A)(ili)-
4 []_ Amedical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(ii). Enter the hospital’s name, ety, and state
5 []_ Anerganizaton operated for the benefit ofa college or university owned or operated by a governmental unit described in section 170 (HyCAYCANG). (Complete Pare)
© [] Aiederal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7 []_ Anerganizaton that normally receives a substantial part of its support from a governmental unt or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II )
[community trust described in section 170(b)(1)(A)(vi) (Complete Part 11) (1 Anagricutural research organization described in 170(b)(1)(A)(ix) operated n conjunction witha land-grant college or university oF @ non-land grant college of agrcuture See instructons Enter the name, city, and state of the college or university 10 ‘An organization that normally receives (2) more than 333/3% of ks support from contbutions, membership fees, and gross receipts from activites related to its exempt functions subject to certain exceptions, and (2)no more than 331/396 of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975 See section 509(a)(2). (Complete Part III) 11] An organization organized and operated exclusively to test for public safety See section 509(a)(4). 32] An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box. in lines 32a through 12d that describes the tyoe of supporting organization and complete lies 12¢, 12%, and 129
© (Type t. & supporting organization operated, superv’sed, or controlled by its supported organization(s), typiealy by giving the supported ‘organization(s) the power to regularly appoint or elect a mayorty of the directors or trustees of the supporting organization You must complete Part IV, Sections A and B.
b (Type rt. A supporting organization supervised or controled in connection with ts supported organization(s), by having control or management of the supporting organization vested n the same persons that control or manage the supporteé organ zation(s) You must complete Part 1V, Sections A and C.
© [Type It functionally integrated. A supporting organization operated in connecton with, and functionally integrated with, its supported organization(s) (see instctons) You must complete Part IV, Sections A, D, and E.
4 [Type Itt non-functionally integrated. A supporting organization operated n connection with its supported organization(s) that is not functionally integrated The organzation generally must satisfy 9 distribution requirement ang an attentiveness requirement (see instructens) You must complete Part IV, Sections A and D, and Part V.
e Check this box f the organization received 8 written determination from the IRS that its @ Type 1, Type Il, Type II functionally integrated, or Type It non-funetonally integrated supperting organization
Enter the number of supported organizations
9 Provide the following information about the supported organization(s)
(1) Name of supported i) (lil) Type of | (iv) Isthe organization lated | _(w) Amount of] _(vi) Amount of organization forganimatin | inyyour governing document? | monetary support | other suppor (see (cesenbed on lines (see instructions) |” instructons) 1 10 above (see instructions)) Yes No Total For Paperwork Reduction Act Notice, see the Instructions for cat No TI255F ‘Schedule A (Form 990 oF 990-EZ) 2017
Form 990 or 990-EZ.
Schedule A (Form 990 or 990-EZ) 2017 Page 2
1m". Support Schedule for Organizations Described in Sections 170(bH1HAHiv), 170(bH1HAHvi), and 170 (bH1HAHix) (Complete only If you checked the box on line 5,7,8, or 9 of Part I or If the organization failed to qualify under Part III. If the organization falls to qualify under the tests listed below, please complete Part IlL)
Section A. Public Support Calendar year
(a) 2013 (b) 2014 © 2015 (d) 2016 (e) 2017 (f) Total (or fiscal year beginning in) ~
1 GiftS, grants, contributions, and membership fees received (Do not Include any "unusual grant ")
2 Tax revenues leVied for the organization’s benefit and either paid to or expended on ItS behalf
3 The value of services or faCilities furnished by a governmental unit to the organization Without charge
4 Total. Add lines 1 through 3 5 The portion of total contributions by
each person (other than a governmental unit or publicly supported organization) Included on line 1 that exceeds 2% of the amount shown on line 11, column (f)
6 Public support. Subtract line 5 from line 4
Section B. Total Support Calendar year (a)2013 (b)2014 ©2015 (d)2016 (e)2017 (f)Total
(or fiscal year beginning in) ~ 7 Amounts from line 4 8 Gross Income from Interest,
diVidends, payments received on seCUrities loans, rents, royalties and Income from Similar sources
9 Net Income from unrelated bUSiness activities, whether or not the bUSiness IS regularly carned on
10 Other Income Do not Include gain or loss from the sale of capital assets (Explain In Part VI )
11 Total support. Add lines 7 through 10
12 Gross receipts from related activities, etc (see instructions) I 12 I 13 First five years. If the Form 990 IS for the organization’s first, second, third, fourth, or fifth tax year as a section 501©(3) organization,
check thiS box and stop here . . . . . • • • . . . . . . . . . . . • • • . .
Section C. Computation of Public Support Percentage
14 Public support percentage for 2017 (line 6, column (f) diVided by line 11, column (f))
15 Public support percentage for 2016 Schedule A, Part II, line 14
… ~D
16a 33 1/3% support test-2017. If the organization did not check the box on line 13, and line 14 IS 33 1/3% or more, check thiS box
and stop here. The organization qualifies as a publicly supported organization ~D b 33 1/3% support test-2016. If the organization did not check a box on line 13 or 16a, and line 15 IS 33 1/3% or more, check thiS
box and stop here. The organization qualifies as a publicly supported organization 17a 100/0-facts-and-circumstances test-2017. If the organization did not check a box on line 13, 16a, or 16b, and line 14
IS 10% or more, and If the organization meets the “facts-and-clrcumstances” test, check thiS box and stop here. Explain In Part VI how the organization meets the “facts-and-clrcumstances” test The organization qualifies as a publicly supported
organization b 100/0-facts-and-circumstances test-2016. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 IS 10% or more, and If the organization meets the “facts-and-clrcumstances” test, check thiS box and stop here. Explain In Part VI how the organization meets the “facts-and-clrcumstances” test The organization qualifies as a publicly
supported organization 18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check thiS box and see
instructions
~D
Schedule A Form 990 or 990-EZ 2017
Schedule A (Form 990 or 990-EZ) 2037 Page 2
EENEEE Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170 (b)CAYAND) (Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part If, Ifthe organization fails to qualify under the tests sted below, please complete Part IIL.) Section A. Public Support Calendar year (or fiscal year beginning in) >
1 Gite, rants, contmautions, and membership fees received (Do not include any "unusual grant ")
2 Tax revendes levied for the organization’s benefit and ether paid to or expenced on ts benait
3 The value of services or facilities furnished by 2 governmental unt to the organization without charge
4 Total, Ad ines 1 through 3
5 The portion of total contbutions by each person (other than 2 governmental unt or publicly Supported organization) cluded on tie 1 that exceeds 2% ofthe amount shown on ine 1, column (7)
6 Publi support. Subtract ine 5 from line
Section 8, Total Support Calendar year (or fiscal year begianing in) P 2 Amounts from ine 4 ‘8 Gross income from interest, divigends, payments received on secuntes loans, rents, royalties and income from smlar sources 9. Net income from unvelates business dette, whether or not the business is regularly carned on fer income De not mclude gain or loge from the sale of capal assets (Explain in Part Vt) 11 Total support. Add lines 7 through 10
12 Gross receipts from related activities, ete (eee structions) R
13 First five years. Ifthe Form 990 1s for the organization’s frst, second, third, fourth, or fith tax year as a section 01(€)(3) organization,
wee eee 0
(a) 2013 (b) 2014 (©) 2015 (a) 2016 (e) 2017 (6) Total
(272013 (by2014 (e205 (a2016 (92017 (Total
check this box and stop here =…
‘Section C. Computation of Public Support Percentage
14 Public support percentage for 2017 (Ine 6, column (F) divided by line Lf, column () ia 15 Public support percentage for 2016 Schedule A, Part II, line 14 15 16a 33 1/3% support test—2017. ifthe organization cid not check the box on line 13, and line 14 18 33 1/3% or more, check thie box and stop here. The organization qualifies as a publicly supported organization Oo b_ 33 1/3% support test—2016. If the organization did not check a box on line 13 or 16a, and line 15 ss 33 1/3% or mora, check this, box and stop here. The organization qualifies as publicly supported organization »O
47a 10%-facts-and-circumstances test—2017. If the organization did not check a box on line 13, 16a, oF 16b, and line 14 1 10% or more, and ifthe organization meets the "facts-and-circumstances” test, check this box and stop here. Explain ‘i Part VI how the organization meets the “facts-and-circumstances’ test The organization qualifies a¢ a puDicly supported
organization >o b 10%-facts-and-circumstances test—2016. If the organization did not check a box on ine 13, 262, 16b, er 27a, and line 15 1s 10% or more, and’f the organization meets the “facts-andvcircumstances’ test, check this box and stop here. Explain im Part VI how the organization meets the “Tacts-and-circumstances” test The organization qualifies as @ publily supported organization -o 18 Private foundation. Ifthe organization did not check a box on line 13, 16, 16b, 17a, oF 17, check this box and see instructions: »O Schadale A Fenn 50 or 990-57) 2017
Schedule A (Form 990 or 990-EZ) 2017 Page 3
Mm.n- Support Schedule for Organizations Described in Section S09(a)(2) (Complete only If you checked the box on line 10 of Part I or If the organization failed to qualify under Part II. If the organization falls to qualify under the tests listed below, please complete Part II.)
Section A. Public Support Calendar year (a) 2013 (b) 2014 © 2015 (d) 2016 (e) 2017 (f) Total
(or fiscal year beginning in) ~ 1 Gifts, grants, contributions, and
membership fees received (Do not 20,725 20,725
Include any "unusual grants ") 2 Gross receipts from admissions,
merchandise sold or services performed, or faCilities furnished In 0
any activity that IS related to the organization’s tax-exempt purpose
3 Gross receipts from activities that are not an unrelated trade or bUSiness 5,179 5,179
under section 513 4 Tax revenues leVied for the
organization’s benefit and either paid 0
to or expended on ItS behalf 5 The value of services or faCilities
furnished by a governmental unit to 0
the organization Without charge 6 Total. Add lines 1 through 5 25,904 25,904
7a Amounts Included on lines 1, 2, and 0 3 received from disqualified persons
b Amounts Included on lines 2 and 3 received from other than disqualified persons that exceed the greater of 0
$5,000 or 1 % of the amount on line 13 for the year
c Add lines 7a and 7b 8 Public support. (Subtract line 7c
25,904 from line 6 )
Section B. Total Support
Calendar year (a) 2013 (b) 2014 © 2015 (d) 2016 (e) 2017 (f) Total (or fiscal year beginning in) ~
9 Amounts from line 6 25,904 25,904
lOa Gross Income from Interest, diVidends, payments received on 0 seCUrities loans, rents, royalties and Income from Similar sources
b Unrelated bUSiness taxable Income (less section 511 taxes) from 0 bUSinesses acqUired after June 30, 1975
c Add lines lOa and lOb 11 Net Income from unrelated bUSiness
activities not Included In line lOb, 0 whether or not the bUSiness IS regularly carned on
12 Other Income Do not Include gain or loss from the sale of capital assets 0
(Explain In Part VI ) 13 Total support. (Add lines 9, 10c, 25,904 25,904
11, and 12 ) 14 First five years. If the Form 990 IS for the organization s first, second, third, fourth, or fifth tax year as a section 501©(3) organization,
check thiS box and stop here ~ ~ Section C. Com utation of Public Su ort Percenta e
15 Public support percentage for 2017 (line 8, column (f) diVided by line 13, column (f)) 0 %
16 Public support percentage from 2016 Schedule A, Part III, line 15
Section D. Computation of Investment Income Percentage 17 Investment Income percentage for 2017 (line 10c, column (f) diVided by line 13, column (f)) 0 %
18 Investment Income percentage from 2016 Schedule A, Part III, line 17
19a 331/3% support tests-2017. If the organization did not check the box on line 14, and line 15 IS more than 33 1/3%, and line 17 IS not
20
more than 33 1/3%, check thiS box and stop here. The organization qualifies as a publicly supported organization ~D b 33 1/3% support tests-2016. If the organization did not check a box on line 14 or line 19a, and line 16 IS more than 33 1/3% and line 18 IS
not more than 33 1/3%, check thiS box and stop here. The organization qualifies as a publicly supported organization
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check thiS box and see instructions
~D ~D
Schedule A (Form 990 or 990-E2) 2037
Page 3
‘Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 10 of Part I or ifthe organization failed to qualify under Part II. If
the organization fails to qualify under the tests listed below, please complete Part II.)
‘Section A. Public Support
‘Galendar year (or fiscal year beginning in) >
-
Gifts, grants, contributions, and membership fees received (Do not Include any “unusual grants ")
-
Gross receipts fram agmissions, merchandise sold or services, performed, of facities furnished in any actiity that 1s related to the organization’s tax-exempt purzose
-
Gross receipts from activities that are ‘ot an unrelated trade or business Under section 513
4 Tax revenues levied for the organization’s beneft and either paid to-or expended on its behalf
5 The Value of services or facilities furnished by @ governmental unt to the organization without charge
6 Total. Add lines 1 through 5
7a Amounts included on ines 3, 2, and 3 recewved from disqualified persons
b Amounts includes on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 12% of the amount online 13 for the year
Add lines 7a and 7
8 Public support, (Subtract line 7¢ from ine 6
(a) 2013
(b) 2014
(©) 2035,
(a) 2036
(e) 2017
(f) Total
20,725
2075
sn)
25,904
Section B, Total Support
Calendar year {or fiscal year beginning in) 9 Amounts from line 6 40a Gross income from interest, dividends, payments received on securities loans, rents, royalties and Income from similar sources b Unrelated business taxable income (less section 51 taxes) from Businesses acquired after June 30, 1975 ¢Adé lines 10a and 10 14 Net income from unrelated business activities not included inline 108, whether or not the business 12 regularly carned on 12. Other income Do not include gain or loss from the sale of capital assets (Explain n Pare VE) 13. Total support. (Add lines 9, 10¢, 11, and 12)
(a) 2013
(b) 2014
(e) 2015
(a) 2016
(e) 2017
(f) Total
FEXIZ]
EXITS
25,904
25,904
14 First five years. Ifthe Form 990 is for the organization’s first, secone, third, fourth, or fifth tax year as a section S0i(e)(3) organization,
check this box and stop here
La)
‘Section C. Computation of Public Support Percentage
TB Public support percentage for 2037 (ine &, column (f) divided by line 13, calumn ()
16 Public support percentage from 2016 Sched
A, Part I, line 35
35
0%
16
‘Section D. Computation of Investment Income Percentage
37 _ Investment income percentage for 2017 (line 20c, column (f) divides By Ine 13, column (A) 48 _ Investment income percentage from 2046 Schedule A, Part Il, line 17, 19a 331/3% support tests—2017, Ifthe organization did not check the box on line 14, and line 15 is more than 33 1/3%, and ine 17 8 OE
‘more than 33 1/9%, check this box and stop here. The organization qualifies as a publicly supported organization
7
0%
18
-O
b 33 1/3% support tests—2016. Ifthe organization did not check a 80x on line 14 or ne 19a, and line 16 is more than 33 1/3% and line 28 1s rot more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization, 20 _ private foundation. Ifthe organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
Oo Oo
STE ON TTwT Ted
Schedule A (Form 990 or 990-EZ) 2017 Page 4
'miN Supporting Organizations (Complete only If you checked a box on line 12 of Part I If you checked 12a of Part I, complete Sections A and B If you checked 12b of Part I, complete Sections A and C If you checked 12c of Part I, complete Sections A, D, and E If you checked 12d of Part I, complete Sections A and D, and complete Part V )
S liS 0 ectlon A. A upportmg rganlzatlons
Yes No
1 Are all of the organization’s supported organizations listed by name In the organization’s governing documents? If "No, " descnbe In Part VI how the supported organtzatlons are designated If designated by class or purpose, descnbe the designation If hlstonc and continuing relationship, explain 1
2 Did the organization have any supported organization that does not have an IRS determination of status under section 509 (a)( 1) or (2)? If “Yes,” explain In Part VI how the organtzatlon determined that the supported organtzatlon was descnbed In section 509(a)(1) or (2)
2
3a Did the organization have a supported organization deScribed In section 501©(4), (5), or (6)’ If “Yes,” answer (b) and © below
3a
b Did the organization confirm that each supported organization qualified under section 501©(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)’ If “Yes,” descnbe In Part VI when and how the organtzatlon made the determination 3b
c Did the organization ensure that all support to such organizations was used exclusively for section 170©(2)(B) purposes? If "Yes, " explain In Part VI what controls the organtzatlon put In place to ensure such use
3c
4a Was any supported organization not organized In the United States (“foreign supported organization”)’ If “Yes” and If you checked 12a or 12b In Part I, answer (b) and © below
4a
b Did the organization have ultimate control and discretion In deCiding whether to make grants to the foreign supported organization? If “Yes,” descnbe In Part VI how the organtzatlon had such control and discretion despite being controlled or 4b supervised by or In connection with ItS supported organtzatlons
c Did the organization support any foreign supported organization that does not have an IRS determination under sections 501©(3) and 509(a)( 1) or (2)? If “Yes,” explain In Part VI what controls the organtzatlon used to ensure that all support to the foreign supported organtzatlon was used exclusively for section 170©(2)(8) purposes
4c
Sa Did the organization add, substitute, or remove any supported organizations dUring the tax year? If “Yes,” answer (b) and © below (If applicable) Also, proVide detatl In Part VI, including (I) the names and EIN numbers of the supported organtzatlons added, substituted, or removed, (II) the reasons for each such action, (III) the authonty under the organtzatlon’s organtZlng document authonzlng such action, and (IV) how the action was accomplished (such as by
Sa amendment to the organtZlng document)
b Type I or Type II only. Was any added or substituted supported organization part of a class already designated In the organization’s organizing document’ Sb
c Substitutions only. Was the substitution the result of an event beyond the organization’s control? Sc
6 Did the organization prOVide support (whether In the form of grants or the provIsion of services or faCilities) to anyone other than (I) ItS supported organizations, (II) indiViduals that are part of the charitable class benefited by one or more of ItS supported organizations, or (III) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” proVide detatl In Part VI.
6
7 Did the organization prOVide a grant, loan, compensation, or other Similar payment to a substantial contributor (defined In section 4958©(3)©), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ)
7
8 Did the organization make a loan to a disqualified person (as defined In section 4958) not desCribed In line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ)
8
9a Was the organization controlled directly or indirectly at any time dUring the tax year by one or more disqualified persons as defined In section 4946 (other than foundation managers and organizations deScribed In section 509(a)(1) or (2))? If “Yes,” proVide detatl In Part VI.
9a
b Did one or more disqualified persons (as defined In line 9a) hold a controlling Interest In any entity In which the supporting organization had an Interest’ If “Yes,” proVide detail In Part VI. 9b
c Did a disqualified person (as defined In line 9a) have an ownership Interest In, or derive any personal benefit from, assets In which the supporting organization also had an Interest’ If “Yes,” proVide detail In Part VI.
9c
lOa Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally Integrated supporting organizations)? If “Yes,” answer line lOb below lOa
b Did the organization have any excess business holdings In the tax year? (Use Schedule C, Form 4720, to determine whether the organtzatlon had excess business holdings) lOb
Schedule A (Form 990 or 990-E2) 2037
‘Supporting Organizations (Complete only if you checked a box on line 12 of Part 1_If you checked 12a of Pat I, complete Sections A and B If you checked 126 of Part 1, complete Sections A and C If you checked 12¢ of Part I, complete Sections A, D, and E Ifyou checked 12d of Part I, complete
Page 4
‘Sections A ang D, and complete Part V/)
‘Section A. All Supporting Organizations
10a
Are all of the organization’s supported organizations listed by name inthe organization’s governing documents? 1 “No,” describe in Part VI how the supported organizations are designated If designated by class or purpose, {escribe the designation If histone and continuing relationship, explain
id the organization have any supported organization that does not have an IRS determination of status under section $08 (a)(1) oF (2)? IF “Yes,” explain in Part VI how the organization determined that the supported organization was described Im section 509(2)(1) or (2)
Did the organization have a supported organization described in section 501©(4), (5), oF (6)? If “Yes,” answer (b) and (e) below
Did the organization confirm that each supported organization qualified under section 501©(4), (5), oF (6) and satisfied the public support tests under section 509(a)(2)? If “Yes,” descnbe in Part VI when and how the organization made the determination
id the organization ensure that all support to such organizations was used exclusively for section 170(¢)(2)(B) purposes? If “Yes,” explain in Part VI what controls the organization put in place to ensure such use
Was any supportes organization not organized in the United States (“foreign supported organization”)? JF “Yes” and if you checked 129 or 12b mn Part I, answer (b) and © below
id the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” descnbe in Part VI how the organization had such control and discretion despite being controlled or
Yes
3a
3b
aa
oy
Supervised by or n connection with ts supported organizations. id the organization support any foreign Supported ergantzation that does not have an IRS determination under sections '503(¢}(3) and 509(a)(1) or (2)? IF "Yes,” explain in Part VI what controls the organization used to ensure that al support
to the foreign supported organization was used exclusively for section 170©(2)(8) purposes
Did the organization add, substitute, or remove any supported organizations during the tax year? If "Yes,” answer (b) and (©) below (if applicable) ‘Also, provide detail m Part VI, including ()) the names and EIN numbers of the supported organizations added, substituted, or removed, (1) the reasons for each such action, (ir) the authority under the
organization’s organizing document authorzing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document)
Type I or Type II only. Was any added or substituted supported organization part ofa class already designated in the organization’s organizing document?
3b
Substitutions only. Was the substitution the result of an event beyond the erganization’s control?
Did the organization provide support (whether in the form of grants or the provision of services or facilites) to anyone other than (i) it supported organizations, (i) individuals that are part of the charitable clase benefited by one or more of supportes organizations, oF (i!) other supporting organizations that also support or benevt one or more of the filing,
organization’s supported organizations? If "Yes, provide detail im Part VI.
id the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958©(3)©), a family member of a substantial contnbutor, or a 35% controlled entty with regard to 2
substantial contnbutor? If "Yes,” complete Part I of Schedule L (Form 990 or 990-£2)
Did the organization make a loan to a disqualified person (as defined in section 4958) not described inline 77 “Yes,”
complete Part I of Schedule L (Form 990 or $90-£2)
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section S09(a)(1) or (2))? IF “Yes,”
provide detail in Part VI.
id one or more disqualified persons (as defined inline 9a) hold a controling interest in any entty in which the supporting
‘organization had an interest? IF "Yes, provide detail in Part VI.
ob
Did a disqualified person (as defined in ine 9a) have an ownership interest in, oF derive any personal benefit from, assets i]
Which the supporting organization also had an interest? If “Yes,” provide detain Part VI.
\Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarcing certain Type Il supporting organizations, and al Type III non-functionally integrated supporting organizations)? If "Yes,
‘answer line 106 below
0a
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether
the organization had excess business holdings)
ob
SS TT
Schedule A (Form 990 or 990-EZ) 2017 Page 5 l:F.YiiM Supporting Organizations (continued)
Yes No
11 Has the organization accepted a gift or contribution from any of the following persons?
a A person who directly or indirectly controls, either alone or together with persons described In (b) and © below, the governing body of a supported organization? 11a
b A family member of a person described In (a) above? 11b
c A 35% controlled entity of a person described In (a) or (b) above? If “Yes” to a, b, or c, provide detail In Part VI 11c
S ectlon B. Type I S upportmg o rganlzatlons Yes No
1 Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times dUring the tax year? If “No,” descnbe In Part VI how the supported organlzatlon(s) effectively operated, supervised, or controlled the organization’s activities If the organization had more than one supported organization, descnbe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restnctlons, If any, applied to such powers dunng the tax year
1
2 Did the organization operate for the benefit of any supported organization other than the supported organlzatlon(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain In Part VI how providing such benefit carned out the purposes of the supported organlzatlon(s) that operated, supervised or controlled the supporting
2 organization
S ectlon c . Type II S upportmg o rganlzatlons Yes No
1 Were a majority of the organization’s directors or trustees dUring the tax year also a majority of the directors or trustees of each of the organization’s supported organlzatlon(s)7 If “No,” descnbe In Part VI how control or management of the supporting organization was vested In the same persons that controlled or managed the supported organlzatlon(s) 1
Section D. All Type III Supporting Organizations Yes No
1 Did the organization provide to each of ItS supported organizations, by the last day of the fifth month of the organization’s tax year, (I) a written notice describing the type and amount of support provided dUring the prior tax year, (II) a copy of the Form 990 that was most recently filed as of the date of notification, and (III) copies of the organization’s governing documents In effect on the date of notification, to the extent not previously provided?
1
2 Were any of the organization’s officers, directors, or trustees either (I) appointed or elected by the supported organization (s) or (II) serving on the governing body of a supported organization? If “No,” explain In Part VI how the organization maintained a close and continuous working relationship with the supported organlzatlon(s)
2
3 By reason of the relationship described In (2), did the organization’s supported organizations have a significant vOice In the organization’s Investment policies and In directing the use of the organization’s Income or assets at all times dUring the tax year? If “Yes,” descnbe In Part VI the role the organization’s supported organizations played In this regard
3
Section E. Type III Functionally-Integrated Supportmg Organizations 1 Check the box next to the method that the organization used to satisfy the Integral Part Test dUring the year (see instructions)
a D The organization satisfied the Activities Test Complete line 2 below
b D The organization IS the parent of each of ItS supported organizations Complete line 3 below
c D The organization supported a governmental entity Describe In Part VI how you supported a government entity (see instructions)
2 Activities Test Answer (a) and (b) below. Yes No
a Did substantially all of the organization’s activities dUring the tax year directly further the exempt purposes of the supported organlzatlon(s) to which the organization was responsive? If “Yes,” then In Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of ItS actIVities 2a
b Did the activities described In (a) constitute activities that, but for the organization’s Involvement, one or more of the organization’s supported organlzatlon(s) would have been engaged In? If “Yes,” explain In Part VI the reasons for the organization’s position that ItS supported organlzatlon(s) would have engaged In these activities but for the organization’s Involvement 2b
3 Parent of Supported Organizations Answer (a) and (b) below.
a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of 3a the supported organizations? Provide detatfs In Part VI.
b Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of ItS supported organizations? If “Yes,” descnbe In Part VI. the role played by the organization In this regard
3b
Schedule A (Form 990 or 990-EZ) 2037
‘Suppo
Page 5
fing Organizations (co’
ued)
a
b
Has the organization accepted a gift or contnbution from any of the following persons? A person who cirectly or indirectiy controls, either alone or together with persons descrived im (b) and © below, the (governing body of a supported organization”
AA family member of a person described in (a) above?
[A 35% controlled entity of a person described in (a) or (b) above? IF Yes” to a, b, orc, provide detail in Part VI
Yes | No
iia
1b
ie
‘Section B. Type I Supporting Organizat
AS.
Did the directors, trustees, or membership of one or more supported organizations have the power to regulary appoint or lect at least a majonty of the organization’s directors or trustees at all times durng the tax year? If No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities Ifthe organization had more than one supported organization, desenbe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restnetions, if any, applied to such powers duning the tax year
id the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? IF "Yes, "explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization
Yes | No
‘Section C. Type 11 Supporting Organizations
a
Were a majority of the organization’s directors or trustees during the tax year also a mayonty of the directors or trustees of leach of the organization’s supported organization(s)? IF No,” describe n Part VI how contral or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s)
Yes | No
‘Section D. All Type 11 Supporting Organizations
id the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice desenbing the type ané amount of support provided cunng the prior tax year, (i) @ copy of the Form 990 that was most recently filed as of the cate of notfication, and (i) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
Were any of the organization’s officers, directors, or trustees either (1) appointed or elected by the supported organization (6) or (i) serving on the governing body of a supported organ zation? If “No,” explain in Part VE how the organization, ‘maintained a close and continuous working relationship with the supported organization(s)
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice n the organization’s investment policies and in ciracting the Use of the organization’s income or assets at all times curing the t2x year? If “Yes,” descnbe in Part VI the role the organization’s supported organizations played inthis regard
Yes | No
‘Section E. Type 11 Functionally-Integrated Supporting Organizations
ry
b
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (set [1] The organization satisfied the Activites Test Complete line 2 below
[E]_ The organization isthe parent of each of its supported organizations Complete line 3 below
[D)_ The organization supported a governmental entty Desenbe in Part VI how you supported a government entty (see
Activities Test Answer (a) and (b) below.
id substantially al ofthe organization’s activities during the tax year directly further the exempt purposes of the supported arganization(s) to which the organization was responsive? If “Ves,” then in Part VI identity those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activites constituted Substantially al of ts actvives
Did the activities descnbed in (a) constitute activities that, but forthe organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? IF “Yes,” explain in Part VE the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement
Parent of Supported Organizations. Answer (a) and (b) below.
id the organization have the power to regularly appoint or elect a mayonity ofthe officers, directors, or trustees of each of the supported organizations? Provide details m Part VI.
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each ofits supported organizations? If “Yes,” descnbe in Part VI. the role played by the organization in this regard
ions)
instructions)
Yes | No
2a
2b
3a
3b
= Sa
Schedule A (Form 990 or 990-EZ) 2017 Page 6
Imu Type III Non-Functionally Integrated S09(a)(3) Supporting Organizations
1
1
2
3
4
5
6
7
8
1
2
3
4
5
6
7
8
1
2
3
4
5
6
7
D Check here If the organization satisfied the Integral Part Test as a qualifYing trust on Nov 20, 1970 (explain In Part VI) See All h T III f II diS A h h E instructions. ot er I vpe non- unctlona IV Inteqrate supportlnq orqanlzatlons must complete ectlons t rouql
Section A - Adjusted Net Income (A) Prior Year (8) Current Year (optional)
Net short-term capital gain 1
Recoveries of prior-year distributions 2
Other gross Income (see instructions) 3
Add lines 1 through 3 4
Depreciation and depletion 5
Portion of operating expenses paid or Incurred for production or collection of gross 6 Income or for management, conservation, or maintenance of property held for production of Income (see instructions)
Other expenses (see instructions) 7
Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8
Section B - Minimum Asset Amount (A) Prior Year (8) Current Year (optional)
Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year) 1
a Average monthly value of seCUrities la
b Average monthly cash balances lb
c Fair market value of other non-exempt-use assets lc
d Total (add lines la, lb, and lc) ld
e Discount claimed for blockage or other factors (explain In detail In Part VI)
AcquIsition Indebtedness applicable to non-exempt use assets 2
Subtract line 2 from line ld 3
Cash deemed held for exempt use Enter 1-1/2% of line 3 (for greater amount, see instructions) 4
Net value of non-exempt-use assets (subtract line 4 from line 3) 5
Multiply line 5 by 035 6
Recoveries of prior-year distributions 7
Minimum Asset Amount (add line 7 to line 6) 8
Section C - Distributable Amount Current Year
Adjusted net Income for prior year (from Section A, line 8, Column A) 1
Enter 85% of line 1 2
Minimum asset amount for prior year (from Section 8, line 8, Column A) 3
Enter greater of line 2 or line 3 4
Income tax Imposed In prior year 5
Distributable Amount. Subtract line 5 from line 4, unless subject to emergency 6 temporary reduction (see instructions)
D Check here If the current year IS the organization’s first as a non-functionallY-integrated Type III supporting organization (see instructions)
Schedule A (Form 990 or 990-EZ) 2037 Type Tid Non-Functionally Integrated 509(a)(3) Supporting Organizations
a
Page 6
[1] Check here ifthe organization satisfied the Integral Part Test as @ qualifying trust on Nov 20, 1970 (explain in Part VI) See instructions. All other Type Ill non-functionally integrated supoo-tng organizations must complete Sections A through E
Section A - Adjusted Net Income
(A) Pror Year
(6) Current You (eptiona)
‘Net short-term capital gain
Recovenes of prior-year distributions
(Other gross income (see instructions)
‘Add lines 1 through 3
Depreciation and depletion
Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)
Other expenses (see instructions)
‘Adjusted Net Income (eubtract ines 5, 6 and 7 fom ine 4)
‘Section B - Minimum Asset Amount,
TA) Pro Vear
(By current Year (optional)
‘Agoregate fair market value of al non-exernot <ctons for short
tax year or assets held for part of year)
ie assets (See ins
‘Average monthly value of secunties
la
‘Average monthly cash balances
ab
te
Fair market value of other non-exempt-use assets Total (add lines fa, 1b, and Je)
ad
Discount claimed for blockage or other factors (explain in detail in Part VI)
[Acquisition indebtedness applicable to non-exempt use assets
Subtract line 2 from line Id
Cash deemed held for exempt use Enter 1-1/2% of Ine 3 (for greater amount, see instructions)
Net value of non-exemptouse assets (suk
sine 4 from line 3)
Multiply ine 5 by 035
Recoveries of prior-year distributions
Minimum Asset Amount (add Ine 7 to ine 6)
‘Section C - Distributable Amount
Caren Veer
[Adjusted net income for prior year (from Section A, ine 8, Column A)
Enter 85% of line 1
‘Minimum asset amount for prior year (from Section 8, ine 6, Column A)
Enter greater of ine 2 07 ne 3
Tncome tax imposed 1n prior year
Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)
Check here ifthe current year 1s the organization’s fiat as @ non-functionally-integrated Type II] supporting organvzation (see
instructions)
Schedule A (Form 990 or 990-EZ) 2017 Page 7
M:F.YiW Type III Non-Functionally Integrated S09(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, In excess of Income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe In Part VI) See instructions
7 Total annual distributions. Add lines 1 through 6
8 Distributions to attentive supported organizations to which the organization IS responsive (provide details In Part VI) See instructions
9 Distributable amount for 2017 from Section C, line 6
10 Line 8 amount divided by Line 9 amount
Section E - Distribution Allocations (see (i) (ii) (iii) Underdistributions Distributable
instructions) Excess Distributions Pre-2017 Amount for 2017 1 Distributable amount for 2017 from Section C, line
6
2 Underdlstrlbutlons, If any, for years prior to 2017 (reasonable cause requlred-- explain In Part VI)
See instructions
3 Excess distributions carryover, If any, to 2017
a b From 2013.
c From 2014.
d From 2015.
e From 2016.
f Total of lines 3a through e
9 Applied to underdlstrlbutlons of prior years
h Applied to 2017 distributable amount
i Carryover from 2012 not applied (see instructions)
j Remainder Subtract lines 3g, 3h, and 31 from 3f
4 Distributions for 2017 from Section D, line 7
$ a Applied to underdlstrlbutlons of prior years
b Applied to 2017 distributable amount
c Remainder Subtract lines 4a and 4b from 4
5 Remaining underdlstrlbutlons for years prior to 2017, If any Subtract lines 3g and 4a from line 2 If the amount IS greater than zero, explain In Part VI See instructions
6 Remaining underdlstrlbutlons for 2017 Subtract lines 3h and 4b from line 1 If the amount IS greater than zero, explain In Part VI See instructions
7 Excess distributions carryover to 2018. Add lines 3J and 4c
8 Breakdown of line 7
a Excess from 2013.
b Excess from 2014.
c Excess from 2015.
d Excess from 2016.
e Excess from 2017.
Schedule A (Form 990 or 990-EZ) (2017)
Schedule A (Form 990 or 990-£2) 2037 Pese7 ‘Type TIT Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued) Section D - Distributions Current Year
4 Amounts paid to supported organizations to accomplish exempt purposes
- Amounts paid to perform actvity that directly furthers exempt purposes of supported organizations, in excess of income from activity
‘Administrative expenses paid to accomplish exempt purposes of supported organizations
‘Amounts paid to acquire exempt-use assets
Qualified set-aside amounts (prior IRS approval required)
Other distnbutions (describe in Part VI) See instructions
Total annual distributions. Add lines 1 through 6
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI) See instructions
9 Distnbutable amount for 2017 from Section C, ine 6
110 Line 8 amount divided by Line 9 amount
Section E - Distribution Allocations (see @ aera tbutions “ain ie instructions) Excess Distributions | Underdisribut aistibutable | T Datrbtale amount fr 2017 Fam Secon ©, Tne 8
2 Underdistributions, any, for years por to 2017 (reasonable cause required-- explain n Part VI) ‘See instructions,
3 Excess distributions carryover, any, to 2017 b From 2013, ‘e From 2014, ‘d_From 2035, ‘e From 2046. = {Total of lines 3a through © ‘9 Applied to underdistn butions of prior years h_Applied to 2017 distributable amount Carryover from 2012 not applied (see structions) [Remainder Subtract ines 39, 3h, and 3i fom 31 “4 Distnbutions for 2017 from Section D, line 7 $ ‘a Applied to underdistributons of prior years
bb Applied to 2027 distributable amount
‘© Remainder Subtract ines 4a and 4b from 4
B Remaining underdistributions for years pror to 2017, any Subtract lines 39 and 4a from line 2 If the amount is greater then zero, explain in Part VI See instructions
@ Remaining underdistibutions for 2017 Subtract lines 3h and 4b from line 1_If the amount is greater than zero, explain in Part VI_ See instructions
7 Excess distributions carryover to 2018. Add lines 3) and 4c
@ Breakdown ofline 7
Excess from 2013, yy a Excess from 2034, Excess from 2035, Excess from 2036, Excess from 2017.
Schedule A (Form 990 or 990-EZ) (2017)
Schedule A (Form 990 or 990-EZ) 2017 Page 8
I ifii!) I Supplemental Information. Provide the explanations required by Part II, line 10, Part II, line 17a or 17b, Part III, line 12, Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, Sa, 6, 9a, 9b, 9c, 11a, 11b, and 11c, Part IV, Section B, lines 1 and 2, Part IV, Section C, line 1, Part IV, Section D, lines 2 and 3, Part IV, Section E, lines lc, 2a, 2b, 3a and 3b, Part V, line 1, Part V, Section B, line le, Part V Section D, lines 5, 6, and 8, and Part V, Section E, lines 2, 5, and 6 Also complete this part for any additional information (See instructions)
Facts And Circumstances Test
Schedule A (Form 990 or 990-£Z) 2027
Pese 8 EMREM Supplemental Information. Provde the explanations required by Pan i, Ine 10, Pani, Ine 17a or 17, Pariil, ine 12, Pam,
Section A, lines 1, 2, 3b, 3¢, 4b, 4c, 52, 6, 92, 95, 9c, 12a, 11b, and 1c, Part IV, Section B, lines 1 and 2, Part IV, Section C, line 1, Part lV, Section B, lines 2 and 3, Part IV, Section , lines ic, 23, 2b, 3a and 3b, Part V, line 1, Part V, Section 8, line Ze, Part V
Section D, lines 5, 6, and 8, and Part V, Section E, ines 2, 5, and 6 Also complete ths part for any additional formation (See instructions)
Facts And Circumstances Test
lefile GRAPHIC print - DO NOT PROCESS I As Filed Data - I DLN:9349209200760sl
SCHEDULE 0 (Form 990 or 990- EZ)
DepJrtmc-nt of the TreJ~uT"\
Name of the organization Stars Ministries
Supplemental Information to Form 990 or 990-EZ Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information. ~ Attach to Form 990 or 990-EZ.
OMB No 1545-0047
2017 ~ Information about Schedule 0 (Form 990 or 990-EZ) and its instructions is at I’ ':.il ,IIToI
www.irs.gov/form990. ~, :r.u,.~
I Employer identification number
82-0971783
990 Schedule 0, Supplemental Information
Return Explanation Reference
Other Office Expenses $354 Expenses 1002
[efile GRAPHIC print - DO NOT PROCESS [As Filed Data -[
DLN: 93492092007608]
SCHEDULE O (Form 990 or 990- EZ)
Supplemental Information to Form 990 or 990-EZ Complete to provide information for responses to specific questions on Form 990 or 990-E7 or to provide any additional information.
Attach to Form 990 or 990-E2. » Information about Schedule O (Form 990 or 990-E2) and its instructions is at ‘www. irs.gov/form990.
‘OMB No 1545-0047
gmearmeorganzanen
82-0971783
Employer identification number
990 Schedule 0, Supplemental Information
Return Reference
Expenses 1002
Other Office Expenses $354
990 Schedule 0, Supplemental Information
Return Explanation Reference
Other Travel $201 Expenses 1005
990 Schedule 0, Supplemental Information
Return Explanation Reference
Other Travel $201 Expenses 1005
990 Schedule 0, Supplemental Information
Return Explanation Reference
Other Program supplies $2500 Expenses 1
990 Schedule 0, Supplemental Information
Return Explanation’ Reference
Other Program supplies $2500 Expenses 1
990 Schedule 0, Supplemental Information
Return Explanation Reference
Other State filing fees $80 Expenses 4
990 Schedule 0, Supplemental Information
Return Explanation’ Reference
Other State fing fees $80 Expenses 4
990 Schedule 0, Supplemental Information
Return Explanation Reference
Other Taxes & licenses $40 Expenses 5
990 Schedule 0, Supplemental Information
Return Explanation’ Reference
Other Taxes & Licenses $40 Expenses 5
efile GRAPHIC rint - DO NOT PROCESS As Filed Data - DLN:93492192007359
Short Form OMB No 1545-1150
Form990EZ Return of Organization Exempt From Income Tax 2018 ~ Under section SOl©, S27, or 4947(a)(l) of the Internal Revenue Code (except private foundations)
DepJrtmc-nt of the TreJ…,ur\
Intem~d Re\ C"nuC" ~ef\ Ice
~ Do not enter social security numbers on this form as it may be made public.
~ Go to www.irs.qov/Form990EZfor the latest information.
Open to Public
Inspection A For the 2018 calendar , and endin 12-31-2018
D Address change
C Name of organization D Employer IdentIfIcatIon number
D Name change
D Initial return
D Final return/terminated
D Amended return
D Application pending
Stars Ministries
Number and street (or PObox, If maills not delivered to street address) Room/SUite
595 Drill Rd
City or town, state or province, country, and ZIP or foreign postal code
Honaker, VA 24260
82-0971783
E Telephone number
(276) 451-1172
F Group Exemption
Number ~
G Accounting Method 0 Cash D Accrual Other (specify) ~ ____________ _ H Check ~ 0 If the organization IS not
required to attach Schedule B
(Form 990, 990-EZ, or 990-PF)
I Website: .:..:;N/c...A'--__________ ----;;;i<T ________________ _
J Tax-exempt status (check only one) - 0 501(C)(3)G!iJ D 501(c)( ) <II (Insert no ) D 4947(a)(1) or D 527
K Form of organization 0 Corporation D Trust D ASSOCiation D Other _________________________ _
L Add lines 5b, 6c, and 7b to line 9 to determine gross receipts If gross receipts are $200,000 or more, or If total assets (Part II, column (B) below)
are $500,000 or more, file Form 990 Instead of Form 990-EZ • • • • • • • • • • • • • • • • • • • • • • • • • • • ~ $ 32,711 'm" Revenue, Expenses, and Changes in Net Assets or Fund Balances (see the Instructions for Part I)
Check If the organization used Schedule 0 to respond to any question In this Part I 0
1 Contributions, gifts, grants, and similar amounts received 1 9,192
2 Program service revenue including government fees and contracts 2
3 Membership dues and assessments 3
4 Investment Income 4
Sa Gross amount from sale of assets other than Inventory I Sa I
b Less cost or other baSIS and sales expenses I Sb I 0
c Gain or (loss) from sale of assets other than Inventory (Subtract line 5b from line 5a) Sc
6 Gaming and fundralslng events
c'0 a Gross Income from gaming (attach Schedule G If greater than $15,000) I 6a I --'
c.o
b Gross Income from fundralslng events (not including $ of contributions from -' c'0
fundralslng events reported on line 1) (attach Schedule G If the c::
sum of such gross Income and contributions exceeds $15,000) ~ I 6b I 23,519
c Less direct expenses from gaming and fundralslng events I 6c I 9,465
d Net Income or (loss) from gaming and fund raising events (add lines 6a and 6b and subtract line 6c) 6d 14,054
7a Gross sales of Inventory, less returns and allowances I 7a I
b Less cost of goods sold I 7b I 0
c Gross profit or (loss) from sales of Inventory (Subtract line 7b from line 7a) 7c
8 Other revenue (describe In Schedule 0) 8
9 Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8 • 9 23,246
10 Grants and similar amounts paid (list In Schedule 0) 10 8,779
11 Benefits paid to or for members 11
.' 12 Salaries, other compensation, and employee benefits 12
'-,
.' 13 Professional fees and other payments to Independent contractors 13 ~
'-,
a. 14 Occupancy, rent, utilities, and maintenance 14 12,788
)(
LLJ 15 Printing, publications, postage, and shipping 15 460
16 Other expenses (describe In Schedule 0) 16 1,867
17 Total expenses. Add lines 10 through 16 • 17 23,894
18 Excess or (deficit) for the year (Subtract line 17 from line 9) 18 -648
£;
'-' 19 Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with
." ." end-of-year figure reported on prior year's return) 19 3,163 .:t
~
20 Other changes In net assets or fund balances (explain In Schedule 0) 20 759 -' z
21 Net assets or fund balances at end of year Combine lines 18 through 20 21 3,274
For Paperwork ReductIon Act NotIce, see the separate instructIons. Cat No 106421 Form 990-EZ (2018)
[efile GRAPHIC print - DO NOT PROCESS [As Filed Data - | DLN: 93492192007359]
‘Short Form [OMB No 1545-1150
rom 9 GOEZ Return of Organization Exempt From Income Tax
2 2018
Under section 504(c), 527, oF 4947(a)(1) of the Internal Revenue Code (except private foundations)
> Do not enter social security numbers on this form as it may be made public. Open to
bape aan
_ jo to www.irs.gov/ Form: for the latest information. ie
Intemal Revenue Service & Got ‘Form990EZ for the latest informati Inspection
For the 2078 calonday year, or ax your Beginning OPO TOTE aad ending FESTUS
B Coat tomcat Peers Employer eniiabion number
tDicsres change Swink
Tina cae Taper an Bea TOF FO ov maT TTT TO BTR) OORT Tagen
rel Sey Eg Oe SO TIS RTE —_
Dapplcation pending Nomber
iting Method 1Cash Accrual Other (specify) P H Check Bf the organzation is not
| © required to attach Schedule 8
(Form 990, 990-62, or 990-PF)
i€Fomm of organization @iCorporeton Trust DAssoaston other
L Add lines 5b, 6c, and 7b to line 9 to determine gross receipts If gross receipts are $200,000 or more, orf total assets (Part Il, column (8) below)
sre $500,000 or ore, He Form 990 usted of fom 99EE Venn vette en een cunt nent peser
FEEEEM Revenue, expenses, and changes in Net Assets or Fund Balances (ce he watuctons or Pat D
Gheckit the ongansaton used Schedule Oto respond to any questonnthisPaticr streets css ys veeee
1 Contabutons, ots rants, and smiaramounisreceved vv vv svevevvssvs0vs z
2 Program service revenve ncusng government fees and contacts wv wv vv vv vv vv vee 2
3 Membershp dues and assessments ss srr stsstttteeteeeee sees ea 3
4 investment ncome vs vv vsvssvrvsverersrrrerers 7
5a Gross amount rom sale of assets ther than inventory «= « » « 3
Less cost or eter basis and sles expenses se ee ees sb 5
€ Gain or (loss from sale of astets other than snventory (Subtract Ie Sb fm ne Sa) > >> | Se
6 Gaming and fundrarsing events
8 Gross income from gaming (attach Schedule G if greater than $15,000) | 6a
©] cross mcome fom fundasing events (ot melg $ of cantons om
|” finaracng events reported on ine 1) (attach Schedule Ge
‘sum of such gross income and contributions exceeds $15,000) J. - 6b 23,519)
tess drect expenses fom gorung and indrosngevents =. + [6 3365
Net income or (os) rom gaming and fundrasng events (add Ines 6a and and beac ine &) | 6d 14.054
7a Gross sales of ventory, less etums and allowances vs vv ss | 7a
Less cost of goods sld Dee ee tees Db 7
Gross prt or (ss) rom sales of ventory (Subtract Ine 7b fom ne a) ve LP
8 other revenue (esenbe in Schedule 0} vitesse fe
9 Total revenue, Add ines 12,3, 4,564, 7e,ad8. sss estes sss bf 9 Tans
10 Grants and sar amounts pad (stn Schedule ©) ree 3775
14. Benefits pad to or for members weet l Dt fia
12 Salanes, other compensation, andemployeebenefts | ss vv tees vee fae
Z| 13 professional fees and other payments to independent contadors vs ts se ee 8
El 14 occupancy, rent ubitves, andmartenance sv vs ees ve eee ee De Tae
“4/15 Printing, publications, postage, and shipping es 15, 460
16 other expenses (escnbe in Schedule 0} Pili i lili ill) Ge 767
17 Total expenses. Ad ines 10 through 16 we a mas
18 Excess or (deck) forthe year (Subtack ne 7 FomineS) “528
2] 19 Wet assets or fund balances at begnng of year (rom ne 27, column (A) (must agree with
2) end-tsyaar gure repeted on por year's return) vette ete eee [19 3.163
J] 2 Other changes in net assets or fund balances (explain im Schedule). se we ee 20 759
Flat Net assets or fund balances at end of year Combine lines 18 through 20 woe 21 3,274
For Paperwork Reduction Act Notice, see the separate instructions. Cat Ne 106621 Form 990-EZ (2018)
Form 990-EZ (2018)
'W'II Balance Sheets (see the instructions for Part II)
Check If the organization used Schedule 0 to respond to any question In this Part II
22 Cash, savings, and Investments
23 Land and bUildings
24 Other assets (desCribe In Schedule 0)
25 Total assets .
26 Total liabilities (desCribe In Schedule 0).
27 Net assets or fund balances line 27 of column ree with line 21
What IS the organization's primary exempt purpose7
The organization's mission IS to help the needy and the community
Page 2
o
.0
Describe the organization's program service accomplishments for each of ItS three largest program serVices, as
measured by expenses In a clear and concise manner, describe the services provided, the number of persons
Expenses
(Required for section SOl(c)
(3) and SOl(c)(4)
organizations, optional for
others)
benefited, and other relevant information for each ram title
28
See Additional Data Table
(Grants $ If this amount Includes foreign grants, check here
29
(Grants $ If this amount Includes foreign grants, check here
30
(Grants $ ) If this amount Includes foreign grants, check here
31 Other program services (describe In Schedule 0) •
(Grants $ ) If this amount Includes foreign grants, check here
II
o
(a) Name and title (b) Average (c) Reportable (d) Health benefits, (e) Estimated amount
hours per week compensation contributions to employee of other compensation
devoted to position (Forms W-2/1099- benefit plans, and
MISC) (if not paid, deferred compensation
enter -0-)
Amanda Thomas 1000 0
PreSident, Dlr
Teresa Massie 1000 0
Vice Pres, Dlr
Heather Sanders 1000 0
Treasurer, Dlr
Rebecca Robinette 1000 0
Secretary, Dlr
Form 990-EZ (2018)
Form 990-E2 (2018) Page 2
Balance Sheets (see the nevuctons fr Por TD)
Check if the organization used Schedule O to respond to any question in this Part |... ss o
(A) Beginning of year (B) End of year
22cash, savings, andinvesimenss vv ee 3163]22 aaa
Bland andbuilings vv ss ss lve eva 23
24 other assets (desebem Schedule 0} Phbliiiiit 24
Btotalassets ee REET aaa
26 otal liabilities (deszben Schedule O)e ev ev tv ew ee es 36
27 Net aesets or fund balances (ine 27 ofclumn (8) must agree wth ne 22) saeda7 3am
‘Statement of Program Service Accomplishments (cere iucvow Pov TD Expenses
Check tthe organzaton ued Schedule O to respond to any ueston nthe Pat Hs. (Requires for seston 503(6)
aah on 5 parpose? (Syare sono)
a a the organzabon's prmaryexemot purpose’ hare soes)
Describe the organ zation’ program service acormplshments foreach of ts three ges program services, 39
measured by expenses Ina clear and concise manner, desenbe the services proved, the number persons
ences, and ctor relevant format for each progres te
28
See Adcitonal DataTable
(Grants s ) tFths amount mnclades fore grans, check here». > [pel
23 aa
(Grants $ ) If this amount includes foreign grants, check here. . . & CO]
30 Ba
(Grants $ ) If this amount includes foreign grants, check here. . . & CO]
Bi Other progam venice (Genbe Shee) sv
(Grants $.) Its amount cludes foregn grants, check here «++ > OD [otal
32 Total rogram sence expenses (ad ines 288 through 313) rarer JET) Par
List of Officers, Directors, Trustees, and Key Employees [ist coch one even 1 ot compensated — see the nstuchons or Pa)
Check if the organization used Schedule 0 to respond to any question in this Part IV. e+
fs}
(a) Name and title (b) Average (e) Reportable | (A) Health benefits, |(e) Estimated amount
hours per week compensation _|eontributions to emplayee| of other compensation
devoted to position | (Forms W-2/1099- | benefit plans, and
MISC) (if not paid, | deferred compensation
‘enter -0-)
manda Thomas 0 00 0
President, Dir
Teresa Massie 70 00 o
Vice Pres, Die
Heather Sanders 70 00 °
Treasurer, Dir
Rebecca Robinette fro 00 0
Secretary, Dir
Form 990-EZ (2018)
(Note the Schedule A and personal benefit contract statement requirements In the
instructions for Part V ) Check If the organization used Schedule 0 to respond to any question In this Part V. . • • D
I Yes I No
33 Did the organization engage In any Significant activity not previously reported to the IRS
detailed deScription of each activity In Schedule 0
34 Were any Significant changes made to the organizing or governing documents? If "Yes,"
of the amended documents If they reflect a change to the organization's name Otherwls
on Schedule 0 (see instructions)
? If "Yes," provide a
attach a conformed copy
e, explain the change
35a Did the organization have unrelated bUSiness gross Income of $1,000 or more dUring the year from bUSiness
activities (such as those reported on lines 2, 6a, and 7a, among others)?
de an explanation In Schedule 0 b If "Yes," to line 35a, has the organization filed a Form 990-T for the year? If "No," provi
c Was the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization subject t
notice, reporting, and proxy tax requirements dUring the year? If "Yes," complete Sched
o section 6033(e)
ule C, Part III
36 Did the organization undergo a liqUidation, dissolution, termination, or Significant dlspos Itlon of net assets dUring
the year? If "Yes," complete applicable parts of Schedule N
37a Enter amount of political expenditures, direct or indirect, as deScribed In the instructions ~
1 37a I
b Did the organization file Form 1120-POL for thiS year?
r key employee or were 38a Did the organization borrow from, or make any loans to, any officer, director, trustee, 0
any such loans made In a prior year and stili outstanding at the end of the tax year cove red by this return?
b If "Yes," complete Schedule L, Part II and enter the total amount Involved 138b
!
1 39a
39 Section 501(c)(7) organizations Enter
a Initiation fees and capital contributions Included on line 9
b Gross receipts, Included on line 9, for publiC use of club faCilities 139b
40a Section 501(c)(3) organizations Enter amount of tax Imposed on the organization dUrin g the year under
section 4911 • __________ ' section 4912. __________ ' section 4955 •
e In any section 4958 b Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations Did the organization engag
excess benefit transaction dUring the year, or did It engage In an excess benefit transact
has not been reported on any of ItS prior Forms 990 or 990-EZ? If "Yes," complete Sche
Ion In a prior year that
dule L, Part I
c Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations Enter amount of tax Impose
managers or disqualified persons dUring the year under sectlons4912, 4955, and 4958
d Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations Enter amount of tax on line
by the organization
d on organization
•
40c reimbursed
•
e All organizations At any time dUring the tax year, was the organization a party to a pro hlblted tax shelter
transaction? If "Yes," complete Form 8886-T •
33 No
34 No
35a No
35b No
35c No
36 No
37b No
38a No
0
0
40b No
40e No
41 List the states With which a copy of thiS return IS filed • --------------------------------------
42a
The organization's books are In care of. '-'H.::;ea::..:t"'h.::;er'-'S::..:a::..:n.:.;:d"'e.:..;rs'--______________________ Telephone no. (276) 451-1172
Located at. 595 Drill Rd Honaker, VA ZIP + 4 • =.24..:;2::.;6:..:0'--___ _
b At any time dUring the calendar year, did the organization have an Interest In or a signature or other authOrity over a
finanCial account In a foreign country (such as a bank account, seCUrities account, or other finanCial account)?
If "Yes," enter the name of the foreign country ~ _________________________ _
See the instructions for exceptions and filing requirements for FInCEN Form 114, Report of Foreign Bank and FinanCial
Accounts (FBAR)
c At any time dUring the calendar year, did the organization maintain an office outSide the US?
If "Yes," enter the name of the foreign country ~ _________________________ _
43 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-EZ In lieu of Form 1041 - Check here
and enter the amount of tax-exempt Interest received or accrued dUring the tax year
44a Did the organization maintain any donor adVised funds dUring the year? If "Yes," Form 990 must be comple ted Instead
of Form 990-EZ
b Did the organization operate one or more hospital faCilities dUring the year? If "Yes," Form 990 must be com pleted
Instead of Form 990-EZ
c Did the organization receive any payments for Indoor tanning services dUring the year?
d If "Yes," to line 44c, has the organization flied a Form 720 to report these payments? If "No," proVide an
explanation In Schedule 0
45a Did the organization have a controlled entity Within the meaning of section 512(b)(13)?
45b Did the organization receive any payment from or engage In any transaction With a controlled entity Within the meaning
of section 512(b)(13)? If "Yes," Form 990 and Schedule R may need to be completed Instead of
Form 990-EZ (see instructions)
Yes No
42b No
42c No
• D
Yes No
44a No
44b No
44c No
44d No
45a No
45b No
3
Form 990-EZ (2018)
Form 990-EZ (2018) Page 3
‘Other Znformation (Note the Schedule A and persoval benefit contract Statement requvements whe
intracons for Part) Check f the orgamzabon ued Sched O ts reqpondto any quesbonmn tis Pot Ve ss see «
Yes | No
'33._Did the organization engage in any significant actvity not previously reported to the IRS? If "Yes," provide a
detailed description of each activity in Schedule © Tt ee te eee | BB No
34 Were any significant changes made to the organizing or governing documents? If "Yes," attach a conformed copy
ofthe amendee documents they relict a change othe organizations name Others, expan the change
fon Schedule O (see instructions) we te ee | 8M No
'352 Did the organzaton have unrelated busines gross income of $1,000 or more cunng the year from business
actiuties (Such as those reported on lines 2, 6a, and 7a, among thers)? De 2 [35a No
b If "¥es," to line 38a, has the organization filed a Form 990-T for the year? If "No," provide an explanation in Scheculeo | 35B No
Was the organization a section 501(c)(4), 504(c)(5), or 501(c)(6) organvzation subject to section 6033(e)
notice, reporting, and proxy t2x requirements during the year? If "Yes," complete Schedule C, Part ITT 35¢ No
36 Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during
the year? If "Yes," complete applicable parts of Schedule N. vee et eee | 36 No
37. Enter amount of plea expenditures, dec or indirect a desrived in the instructions: 3
b Did the organization file Form 1120-POL forthis year? 5 ss ee ee eee ee |B. No
‘38a Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were
any such loans made in a prior year and stil outstanding at the end ofthe tax year covered by this retum? ss | 38a No
b If"Y¥es," complete Schedule L, Part I! and enter the total amount involved + [seb
39 Section 01(c)(7) organizations Enter
‘a Initiation fees and capital contributions included on tine9 =. wes we [388
1b Gross receipts, included on line 9, for public use of club facies =... s+ [39b
40a Section 501(c)(3) organizations Enter amount of tax imposed on the organization during the year under
section 4911 1 secton 4912, section 4955
b Section 501(c)(3), 504(c)(4), and 501(c)(29) organtzations Did the organization engage in any section 4958
lexcess benefit transaction during the year, or did t engage in an excess benefit transaction in a prior year that
has not been reported on any of ite prior Forms 990 or 990-E2? If “Yes,” complete Schedule L, Part I 40b No
©. Section 501(c)(3), 501(c)(4), and $01(¢)(29) organizations Enter amount of tax imposed on organization
‘managers or disqualified persons during the year under sections4912, 4955, and 4958
Section 501(¢)(3), $01(c)(4), and $01(c)(28) organizations Enter amount of tax on line 40¢ revmbursed
by the organization »
© ‘Allerganzatons At any tme dung the tax year, waste organzaton a party toa pohibted tax shelter we te
transaction? If "Yes," complete Form 8886-T «se st ee tones
441i ehe sates with wena copy ofthis return fed
420
The orpanzabon's books are care of esta Sanders “Telephone no B (296) 353-1172
Located at 595 bn td Honler vA 244 24260
Yes | No
At any ume dunng te calendar year, did the organization have an interest nora signature or ater authorty over @ [aay Ne
fnandal acount ma foregn country (such asa bank acount, secures account or the nancial secOur)™
11°Yes," enter the name ofthe foreign country.
Sethe insirucions for exceptions and fing requraments fr FRCEN Farm 114, Raport of Foren Bank and Fnansal
Recounts (FOAn)
«At any tre dung the calendar year, di the organization mantan an office outside the US? ane No
11°Yes," enter the name ofthe foreign country.
43 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-EZ in lieu of Form 1041-Checkhere . . . . . . &O
ed enter the amount of taxcenert terest rece or accrued dunng the taxyear sss BL a3 |
Yes | No
444 01 the eranzaton manta any anor ave unde dung the you? "es Ferm 990 mus be comet send
of Form 390°E2 arene: ee fen 28 | aaa No
bb Did the organization operate one or more hospital facies during the year It"Yes,” Form 990 must be completed
Ineted of Form 99022 nn eee eee eee” | | aay No
id the orpanzaton swcanve any paymnts for indoor tanning varmens dung the year? ss ss ss Pate te
4 1-Yan toline haste ergancan «Frm 720 repo thse payments? IN" rode an
txpanaton n'Schedule Ors epee mee memes | awa No
45a Did the organization have a controlled entity within the meaning of section $22(6)(23)? cre Ft) No
456 ad the organzationrecane any payment fom or engage n any transacton with acontled any wathn he mesning
of section 512(b)(13)? If "Yes," Form 990 and Schedule R may need to be completed instead of
Foam 990-62 (cee natuctons) 45 No
Form 990-EZ (2018)
Form 990-EZ (2018)
46 Did the organization engage, directly or indirectly, In political campaign activities on behalf of or In opposition to
candidates for public offlce7 If "Yes," complete Schedule C, Part I
Section SOl(c)(3) organizations only
Page 4
Yes No
No
All section 501(c)(3) organizations must answer questions 47- 4gb and 52, and complete the tables for lines 50 and
51.
Check If the organization used Schedule 0 to respond to any question In this Part VI D
Yes No
47 Did the organization engage In lobbYing activities or have a section 501(h) election In effect dUring the tax year7
If "Yes," complete Schedule C, Part II 47 No
48 Is the organization a school as described In section 170(b)(1)(A)(II)7 If "Yes," complete Schedule E 48 No
49a Did the organization make any transfers to an exempt non-charitable related organlzatlon 7 49a No
b If "Yes," was the related organization a section 527 organlzatlon 7 49b No
50 Complete this table for the organization's five highest compensated employees (other than officers, directors, trustees and key employees)
who each received more than $100,000 of compensation from the organization If there IS none, enter "None"
(a) Name and title of each employee (b) Average (c) Reportable (d) Health benefits, (e) Estimated amount
hours per week compensation contributions to employee of other compensation
devoted to position (Forms W-2/1099- benefit plans, and
MISC) deferred compensation
NONE
f Total number of other employees paid over $100,000 ._------
51 Complete this table for the organization's five highest compensated Independent contractors who each received more than $100,000 of
compensation from the organization If there IS none, enter "None"
(a) Name and business address of each Independent contractor (b) Type of service (c) Compensation
NONE
d Total number of other Independent contractors each receiving over $100,000.
52 Did the organization complete Schedule A7 NOTE. All section 501(c)(3) organizations must attach a
completed Schedule A • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • ~ Yes D No
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my
knowledge and belief, It IS true, correct, and complete Declaration of preparer (other than officer) IS based on all information of which preparer
has any knowledge
~ '** "* 12019-07-11
Sign
Signature of officer Date
Here ~Amanda Thomas President, Dlr
Type or print name and title
Print/Type preparer's name I Preparer's signature I Date ~ I PTIN
Floyd Green lr CPA Check ../ If P00365634
Paid self-employed
Preparer Firm's name ~ FLOYD GREEN CPA PC Firm's EIN ~ 55-0842444
Use Only Firm's address ~ 3114 Mercer University Drive SUite Phone no (770) 457-2550
Atlanta, GA 303414144
May the IRS discuss thiS return with the preparer shown above7 See instructions 0Yes D No
Form 990-EZ (2018)
Form 990-EZ (2018) Page 4
Yes | No
48 Did the organization engage, directly or indirectly, n political campaign activities on behalf of or in opposition to
candidates for public office? If"Yes," complete Schedule C, Partl os. ev ee ew ee 46
EERESU Section 503(c)(3) organizations only
All section 501(c)(3) organizations must answer questions 47- 49b and 52, and complete the tables for lines 50 and
No
51.
Check if the organization used Schedule 0 to respond to any question nthisPatVI. J... 2.2.1... _.. 0
Yes | No
47 Did the organization engage in lobbying actwities or have 2 section S02(h) election in effect during the tax year?
If"¥es," complete Schedule C, Part 17 et tt tt ee ee | a7 No
48 Is the organization a school as described in section 170(b)(1)(A)(n)? If "Yes," complete Schedule E 48 Ne
‘49a Did the organization make any transfers to an exempt non-chantable related organization? 490 No
“496 No
bb 1F Yes," was the related organization @ section 527 organization?» . 2 se
50. Complete this table forthe organization's five highest compensated employees (other than officers, directors, trustees and key employees)
who each received more than $100,000 of compensation from the organization ‘If there is none, enter "None
(a) Name anc tile of each employee: (b) Average (@) Reportable | (4) Health benefits, _|(e) Estimated amount
hours per week compensation _ |contrbutions to employee| of other compensation
devoted to positon | (Forms W-2/1099- | benefit plans, and
MISC) deferred compensation
NONE
£ Total number of other employees paid over $100,000 6 ee ee ee
51 Complete this table forthe organization's five highest compensated independent contractors who each recewved more than $100,000 of
compensation from the organization If there is none, enter "None
(a) Name and business address of each independent contractor (B) Type of service | _(c) Compensation
NONE
d-Total number of other independent contractors each receiving over $100,000... es ee ee
52 Did the organization complete Schedule A? NOTE. All section 501(¢)(3) organizations must attach @
completed Schedule Aviv cts cv cveetetettettetteetteenneteeeeee > Zves Ono
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my
knowledge and belie, its true, correct, and complete Declaration of preparer (other than officer) is based on all information of which preparer
has any knowledge
Here yes “Thomas President, Dir
Paid self-employed
Use Only [ipacaaaross pa114 Morcer Unversity Dive Sune Phone ne (770) 457-2550
Form 990-EZ (2018)
Additional Data
Software ID: 18007218
Software Version: 2018v3.1
EIN: 82-0971783
Name: Stars Ministries
Form 990EZ, Part III - Statement of Program Service Accomplishments
Describe the organization's program service accomplishments for each of its three largest program
services, as measured by expenses. In a clear and concise manner, describe the services provided, the
number of persons benefited, and other relevant information for each program title.
28
Our accomplishments for 2018 Include - Provided a monthly soup kitchen and food pantry- Provided back to school
clothing and supplies to students In the communlty- Provided a White Christmas for our community
(Grants $ 22,027) If this amount Includes foreign grants, check here ~ D
Expenses
(Required for section 501
(c)(3) and 501(c)(4)
organizations; optional
for others.)
28a 8,779
Additional Data
Software 1D: 18007218
Software Version: 2018v3.1
EIN: 82-0971783
Name: Stars Ministries
Form 990EZ, Part III - Statement of Program Service Accomplishments
Describe the organization's program service accomplishments for each of its three largest program
services, as measured by expenses. In a clear and concise manner, describe the services provided, the
‘number of persons benefited, and other relevant information for each program title.
Expenses
(Required for section 501
(e)(2) and 501(6)(4)
organizations; optional
for others.)
28
(Our accomplishments for 2016 include - Provided a monthly soup kitchen and food pantry- Provided back to school
clothing and supplies to students in the community- Provided a White Chnstmas for our community
(Grants $ 22,027) If this amount includes foreign grants, check here...» CO]
28a 3773
efile GRAPHIC rint - DO NOT PROCESS As Filed Data - DLN:93492192007359
SCHEDULE A
(Form 990 or
990EZ)
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)( 1) nonexempt charitable trust.
~ Attach to Form 990 or Form 990-EZ.
OMB No 1545-0047
2018
DepJrtmc-nt of the TreJ~uT"\ ~ Go to www.irs.qov/Form990 for the latest information. Open to Public
Inspection
Name of the organization
Stars Ministries
Employer identification number
82-0971783
Reason for Public Charit See instructions.
The organization IS not a private foundation because It IS (For lines 1 through 12, check only one box)
1 D
2 D
3 D
4 D
5 D
6 D
7 D
8 D
9 D
10 ~
11 D
12 D
a D
b D
c D
d D
e D
A church, convention of churches, or association of churches described In section 170(b)(1)(A)(i).
A school described In section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ) )
A hospital or a cooperative hospital service organization described In section 170(b)(1)(A)(iii).
A medical research organization operated In conjunction with a hospital described In section 170(b)(1)(A)(iii). Enter the hospital's
name, City, and state
An organization operated for the benefit of a college or university owned or operated by a governmental unit described In section 170
(b)(l)(A)(iv). (Complete Part II )
A federal, state, or local government or governmental unit described In section 170(b)(1)(A)(v).
An organization that normally receives a substantial part of ItS support from a governmental unit or from the general public described In
section 170(b)(1)(A)(vi). (Complete Part II )
A community trust described In section 170(b)(1)(A)(vi) (Complete Part II )
An agricultural research organization described In 170(b)(1)(A)(ix) operated In conjunction with a land-grant college or university or a
non-land grant college of agriculture See instructions Enter the name, City, and state of the college or university
An organization that normally receives (1) more than 331/3% of ItS support from contributions, membership fees, and gross receipts
from activities related to ItS exempt functions-subject to certain exceptions, and (2) no more than 331/3% of ItS support from gross
Investment Income and unrelated business taxable Income (less section 511 tax) from businesses acquired by the organization after june
30, 1975 See section 509(a)(2). (Complete Part III )
An organization organized and operated exclusively to test for public safety See section 509(a)(4).
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or
more publicly supported organizations described In section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box
In lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g
Type I. A supporting organization operated, supervised, or controlled by ItS supported organlzatlon(s), tYPically by giVing the supported
organlzatlon(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization You must
complete Part IV, Sections A and B.
Type II. A supporting organization supervised or controlled In connection with ItS supported organlzatlon(s), by having control or
management of the supporting organization vested In the same persons that control or manage the supported organlzatlon(s) You
must complete Part IV, Sections A and C.
Type III functionally integrated. A supporting organization operated In connection with, and functionally Integrated with, ItS
supported organlzatlon(s) (see instructions) You must complete Part IV, Sections A, 0, and E.
Type III non-functionally integrated. A supporting organization operated In connection with ItS supported organlzatlon(s) that IS not
functionally Integrated The organization generally must satisfy a distribution requirement and an attentiveness requirement (see
instructions) You must complete Part IV, Sections A and 0, and Part V.
Check this box If the organization received a written determination from the IRS that It IS a Type I, Type II, Type III functionally
Integrated, or Type III non-functionally Integrated supporting organization
f Enter the number of supported organizations
g Provide the followlnq information about the supported orqan,zat,on(s)
(i) Name of supported (ii) EIN (iii) Type of
organization organization
(described on lines
1- 10 above (see
instructions))
Total
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
(iv) Is the organization listed (v) Amount of (vi) Amount of
In your governing document? monetary support other support (see
(see instructions) instructions)
Yes No
Cat No 11285F Schedule A (Form 990 or 990-EZ) 2018
I
[efile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93492192007359]
‘OMB No 1545-0007
SCHEDULE A Public Charity Status and Public Support rae
(Form 990 or Complete if the organization is a section 501(c)(3) organization or a section 2018
990EZ) ‘4947(a)(1) nonexempt charitable trust.
Attach to Form 980 or Form 990-EZ,
Depa tte enn, > Go to mwmins.gov/Forms90 for the latest information.
‘Tnspection
Name of the organization Employer identification number
Reason for Publi
he organization s not a prvate foundation because tis (For lines 4 through 12, check only one box )
92-0971783
Charity Status (All organizations must complete this part.) See instructions.
1] Achurch, convention of churches, or association of churches described in section 170(b)(2)(A)( 1).
2 [J Aschool descrived in section 170(b)(4)(A)(i). (Attach Schedule E (Form 980 or 990-£2) }
3 [] Abospital or a cooperative hospital service organization descnbed in section 170(b)(1)(A)(ili)-
4 []_ Amedical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(ii). Enter the hospital's
name, ety, and state
5 [1] Anorganization operated for the benefit ofa college or university owned or operated by a governmental unit described im section 470
(HyCACANG). (Complete Pare)
© [] Afederal, state, or local government or governmental unit described in section 170(b)(1)(A)(W).
7 []_ Anerganizaton that normally receives a substantial part ofits support from a governmental unt or from the general public described in
section 170(b)(1)(A)(vi). (Complete Part II )
[community trust described in section 170(b)(1)(A)(vi) (Complete Part 11)
(1 Anagricutural research organization described in 170(b)(1)(A)(ix) operated n conjunction witha land-grant college or university oF @
non-land grant college of agricuture See instructons Enter the name, ety, and state of the college or university
10 ‘An organization that normally receives (2) more than 333/3% of ks support from contbutions, membership fees, and gross receipts
from activites related to its exempt functions subject to certain exceptions, and (2)no more than 331/396 of its support from gross.
investment income and unrelated business taxable income (less section 511 tax) from Businesses acquired by the organization after June
30, 1975 See section 509(a)(2). (Complete Part II)
11] An organization organized and operated exclusively to test for public safety See section 509(a)(4).
32] Am organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or
more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box.
in lines 32a through 12d that describes the tyoe of supporting organization and complete lies 12¢, 12, and 129
© [Type t. A supporting organization operated, superv'sed, or controlled by its supported organization(s), typealy by giving the supported
‘organization(s) the power to regularly appoint or elect a mayorty of the directors or trustees of the supperting organization You must
complete Part IV, Sections A and B.
b (Type rt. A supporting organization supervised or controled in connection with ts supported organization(s), by having control or
management of the supporting organization vested n the same persons that control or manage the supporteé organ zation(s) You
must complete Part 1V, Sections A and C.
© [Type it functionally integrated. A supporting organization operated in connecton with, and functionally integrated with, its
supported organization(s) (see instuctons) You must complete Part IV, Sections A, D, and E.
4 (Type tt non-functionally integrated, A supporting organization operated n connection with its supported organization(s) that is not
functionally integrated The organzation generally must satisfy 9 distribution requirement ang an attentiveness requirement (see
instruetons) You must complete Part IV, Sections A and D, and Part V.
e Check this box f the organization received 8 written determination from the IRS that its @ Type 1, Type Il, Type iff functionally
integrated, or Type III non-functionally integrated supporting organization
Enter the number of supported organizations
9 Provide the folowing information about the supported organization(s)
(1) Name of supported i) (iil) Type of | (iv) Is the organization lated | _(w) Amount of | _(wi) Amount of
organization organimatin | inyyour governing document? | monetary support | other suppor (see
(described on lines (See instructions) |” instructons)
1 10 above (see
instructions})
Yes No
]
Total
For Paperwork Reduction Act Notice, see the Instructions for cat No Ti265F ‘Schedule A (Form 980 oF S90-EZ) 2016
Form 990 or 990-EZ.
Schedule A (Form 990 or 990-EZ) 2018 Page 2
1m". Support Schedule for Organizations Described in Sections 170(bH1HAHiv), 170(bH1HAHvi), and 170
(bH1HAHix)
(Complete only If you checked the box on line 5,7,8, or 9 of Part I or If the organization failed to qualify under Part
III. If the organization falls to qualify under the tests listed below, please complete Part IlL)
Section A. Public Support
Calendar year
(a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
(or fiscal year beginning in) ~
1 GiftS, grants, contributions, and
membership fees received (Do not
Include any "unusual grant ")
2 Tax revenues leVied for the
organization's benefit and either paid
to or expended on ItS behalf
3 The value of services or faCilities
furnished by a governmental unit to
the organization Without charge
4 Total. Add lines 1 through 3
5 The portion of total contributions by
each person (other than a
governmental unit or publicly
supported organization) Included on
line 1 that exceeds 2% of the amount
shown on line 11, column (f)
6 Public support. Subtract line 5 from
line 4
Section B. Total Support
Calendar year (a)2014 (b)2015 (c)2016 (d)2017 (e)2018 (f)Total
(or fiscal year beginning in) ~
7 Amounts from line 4
8 Gross Income from Interest,
diVidends, payments received on
seCUrities loans, rents, royalties and
Income from Similar sources
9 Net Income from unrelated bUSiness
activities, whether or not the
bUSiness IS regularly carned on
10 Other Income Do not Include gain or
loss from the sale of capital assets
(Explain In Part VI )
11 Total support. Add lines 7 through
10
12 Gross receipts from related activities, etc (see instructions) I 12 I
13 First five years. If the Form 990 IS for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check thiS box and stop here . . . . . • • • . . . . . . . . . . . • • • . .
Section C. Computation of Public Support Percentage
14 Public support percentage for 2018 (line 6, column (f) diVided by line 11, column (f))
15 Public support percentage for 2017 Schedule A, Part II, line 14
.. ~D
16a 33 1/3% support test-2018. If the organization did not check the box on line 13, and line 14 IS 33 1/3% or more, check thiS box
and stop here. The organization qualifies as a publicly supported organization ~D
b 33 1/3% support test-2017. If the organization did not check a box on line 13 or 16a, and line 15 IS 33 1/3% or more, check thiS
box and stop here. The organization qualifies as a publicly supported organization
17a 100/0-facts-and-circumstances test-2018. If the organization did not check a box on line 13, 16a, or 16b, and line 14
IS 10% or more, and If the organization meets the "facts-and-clrcumstances" test, check thiS box and stop here. Explain
In Part VI how the organization meets the "facts-and-clrcumstances" test The organization qualifies as a publicly supported
organization
b 100/0-facts-and-circumstances test-2017. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 IS 10% or more, and If the organization meets the "facts-and-clrcumstances" test, check thiS box and stop here.
Explain In Part VI how the organization meets the "facts-and-clrcumstances" test The organization qualifies as a publicly
supported organization
18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check thiS box and see
instructions
~D
Schedule A Form 990 or 990-EZ 2018
Schedule A (Form 990 or 990-EZ) 2028 Page 2
EENEEE Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170
(b)CAYAND)
(Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part
If, Ifthe organization fails to qualify under the tests sted below, please complete Part IIL.)
Section A. Public Support
Calendar year
(or fiscal year beginning in) >
1 Gite, rants, contmautions, and
membership fees received (Do not
include any "unusual grant ")
2 Tax revendes levied for the
organization's benefit and ether paid
to or expenced on ts benait
3 The value of services or facilities
furnished by 2 governmental unt to
the organization without charge
4 Total, Ad ines 1 through 3
5 The portion of total contbutions by
each person (other than 2
governmental unt or publicly
Supported organization) cluded on
tie 1 that exceeds 2% ofthe amount
shown on ine 1, column (7)
6 Publi support. Subtract ine 5 from
line
Section 8, Total Support
Calendar year
(or fiscal year begianing in) P
2 Amounts from ine 4
‘8 Gross income from interest,
divigends, payments received on
secuntes loans, rents, royalties and
income from smlar sources
9. Net income from unvelates business
dette, whether or not the
business is regularly carned on
fer income De not mclude gain or
loge from the sale of capal assets
(Explain in Part Vt)
11 Total support. Add lines 7 through
10
12 Gross receipts from related activities, ete (eee structions) R
13 First five years. Ifthe Form 990 1s for the organization's frst, second, third, fourth, or fith tax year as a section 01(€)(3) organization,
wee eee 0
(a) 2014 (b) 2035 (©) 2018 (@) 2017 (e) 2018, (6) Total
(a)2014 (by2015 (2016 (a2017 (e018 (Total
check this box and stop here =...
‘Section C. Computation of Public Support Percentage
14 Public support percentage for 2016 (Ine 6, column (F) divided by line Lf, column (H) ia
15 Public support percentage for 2017 Schedule A, Part II, line 14 15
16a 33 1/3% support test—2018, ifthe organization cid not check the box on line 13, and line 14 18 33 1/39% or more, check thie box
and stop here. The organization qualifies as a publicly supported organization Oo
b_ 33 1/3% support test—2017. If the organization did not check a box on line 13 or 16a, and line 15 5 33 1/3% or more, check this
box and stop here. The organization qualifies as publicly supported organization »O
47a 10%-facts-and-circumstances test—2018. If the organization did not check a box on line 23, 16a, oF 16b, and line 14
1 10% or more, and ifthe organization meets the "facts-and-circumstances” test, check this box and stop here. Explain
‘i Part VI how the organization meets the “facts-and-circumstances’ test The organization qualifies a¢ a puDicly supported
organization >o
b 10%-facts-and-circumstances test—2017, If the organization did not check a box on ine 13, 262, 16b, er 27a, and line
15 1s 10% or more, and'f the organization meets the “facts-andvcircumstances’ test, check this box and stop here.
Explain im Part VI how the organization meets the “Tacts-and-circumstances” test The organization qualifies as @ publily
supported organization -o
18 Private foundation. Ifthe organization did not check a box on line 13, 16, 16b, 17a, oF 17, check this box and see
instructions: »O
Schadale A Fann O90 or S057) SOIR
Schedule A (Form 990 or 990-EZ) 2018 Page 3
Mm.n- Support Schedule for Organizations Described in Section S09(a)(2)
(Complete only If you checked the box on line 10 of Part I or If the organization failed to qualify under Part II. If
the organization falls to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
(or fiscal year beginning in) ~
1 Gifts, grants, contributions, and
membership fees received (Do not 20,725 9,192 29,917
Include any "unusual grants ")
2 Gross receipts from admiSSions,
merchandise sold or services
performed, or faCilities furnished In 0
any activity that IS related to the
organization's tax-exempt purpose
3 Gross receipts from activities that are
not an unrelated trade or bUSiness 5,179 23,519 28,698
under section 513
4 Tax revenues leVied for the
organization's benefit and either paid 0
to or expended on ItS behalf
5 The value of services or faCilities
furnished by a governmental unit to 0
the organization Without charge
6 Total. Add lines 1 through 5 25,904 32,711 58,615
7a Amounts Included on lines 1, 2, and 0
3 received from disqualified persons
b Amounts Included on lines 2 and 3
received from other than disqualified
persons that exceed the greater of 0
$5,000 or 1 % of the amount on line
13 for the year
c Add lines 7a and 7b
8 Public support. (Subtract line 7c
58,615
from line 6 )
Section B. Total Support
Calendar year (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
(or fiscal year beginning in) ~
9 Amounts from line 6 25,904 32,711 58,615
lOa Gross Income from Interest,
diVidends, payments received on 0
seCUrities loans, rents, royalties and
Income from Similar sources
b Unrelated bUSiness taxable Income
(less section 511 taxes) from 0
bUSinesses acqUired after June 30,
1975
c Add lines lOa and lOb
11 Net Income from unrelated bUSiness
activities not Included In line lOb, 0
whether or not the bUSiness IS
regularly carned on
12 Other Income Do not Include gain or
loss from the sale of capital assets 0
(Explain In Part VI )
13 Total support. (Add lines 9, 10c, 25,904 32,711 58,615
11, and 12 )
14 First five years. If the Form 990 IS for the organization s first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check thiS box and stop here ~ ~
Section C. Com utation of Public Su ort Percenta e
15 Public support percentage for 2018 (line 8, column (f) diVided by line 13, column (f)) 0 %
16 Public support percentage from 2017 Schedule A, Part III, line 15
Section D. Computation of Investment Income Percentage
17 Investment Income percentage for 2018 (line 10c, column (f) diVided by line 13, column (f)) 0 %
18 Investment Income percentage from 2017 Schedule A, Part III, line 17
19a 331/3% support tests-2018. If the organization did not check the box on line 14, and line 15 IS more than 33 1/3%, and line 17 IS not
20
more than 33 1/3%, check thiS box and stop here. The organization qualifies as a publicly supported organization ~D
b 33 1/3% support tests-2017. If the organization did not check a box on line 14 or line 19a, and line 16 IS more than 33 1/3% and line 18 IS
not more than 33 1/3%, check thiS box and stop here. The organization qualifies as a publicly supported organization
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check thiS box and see instructions
~D
~D
Schedule A (Form 990 or 990-£2) 20:8 Page 3
‘Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or i the organization failed to qualify under Part II. IF
the organization fails to qualify under the tests listed below, please complete Part II.)
Section A, Public Support
Calendar year
(oF fiscal year beginning in)
4. Gits, grants, contributions, and
membership fees received (Do not 2o,r as asou7
include any "unusual grants ")
2. Gross receipts from aemssions,
merchandise sold or services
performed, of facies furnished in °
ny activity that is related to the
orgenization’s tax-exempt purpose
3 Gross receipts from actties tat are
not an unrelatee trade or business sar nasi 2a00
Under section $12
4 Taxrevenues levied forthe
organizations benefit and ether pag °
fo or expended on its behalf
5 The value of services or faites
(a) 2014 (b) 2015 (©) 2016 (a) 2037 (e) 2018 (f) Total
furnished by @ governmental unt to °
the organization without charge
6 Total. Add lines 1 through 5 25300) EDEZEI Ee
7a Amounts included on lines 1, 2, and °
3 recewved from disqualified persons
b Amounts includes on lines 2 and 3
received from other than disqualified
persons that exceed the greater of °
$5,000 or 12% of the amount online
13 for the year
Add lines 7a and 7
8 Public support. (Subtract line 7c was
fram ine 6
‘Section B. Total Support
Calendar year - 7 - z ma
(oF fiscal year beginning in) > (ay 2014 | (b) 2035 (e) 2016 (a) 2017 | (e) 2018 (#) Total
9 Amounts from line 6 FEE EPRI Ear
10 Gross income from interest,
dividends, payments receved on °
Secunties loans, rents, royalties and
Income from similar sources,
bb Unrelated business taxable income
(less section 512 taxes) from °
Businesses acquired after June 30,
1975
© Add lines 10a and 10
41. Netincome from unrelated business
activities not included inline 10b, °
Whether or not the business 5
Feguiarly carned on
42 Other income Do not include gain or
loss from the sale of captal assets °
(Explain in Pare VE)
13 Total support. (Add ines 9, 10¢, a :
Total suppe 25,904 22,78 59,615
14 First five years. f the Form 980 is for the organization's Frat, second, Hrd, fourth, oF ith tax year as a section SOI(e)(3) organzation,
check this box and stop here >a
‘Section C. Computation of Public Support Percentage.
5 Public support percentage for 2018 (ine 8, column (f) divided By ine 13, caluma (O) a5 Oa
416 Public support percentage from 2017 Schedule A, Part Il, line 15 16
‘Section D. Computation of Investment Income Percentage
7 Investment income percentage for 2018 (line 20c, column (F) divides by ine 13, column (A) 7 Oa
48 Investment income percentage from 2017 Schedule A, Part I, ine 17 18
19a 331/3% support tests—2048, Ifthe organization did not check the box on line 14, and line 15 1s more than 33 1/3%, and ne 17 nek
‘more than 33 1/3%, check this box and stop here. The organization qualifies as @ publicly supported organization Lae
bb 33 1/3% support tests—2017. Ifthe organization did not check @ box on line 24 or ine 19a, and line 16 s more than 33 1/3% and line 28 1s.
rnot more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization oO
20 _ Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions »O
STS EE CONTI TIT TE
Schedule A (Form 990 or 990-EZ) 2018 Page 4
'miN Supporting Organizations
(Complete only If you checked a box on line 12 of Part I If you checked 12a of Part I, complete Sections A and B If you checked 12b of
Part I, complete Sections A and C If you checked 12c of Part I, complete Sections A, D, and E If you checked 12d of Part I, complete
Sections A and D, and complete Part V )
S liS 0 ectlon A. A upportmg rganlzatlons
Yes No
1 Are all of the organization's supported organizations listed by name In the organization's governing documents?
If "No, " descnbe In Part VI how the supported organtzatlons are designated If designated by class or purpose,
descnbe the designation If hlstonc and continuing relationship, explain 1
2 Did the organization have any supported organization that does not have an IRS determination of status under section 509
(a)( 1) or (2)? If "Yes," explain In Part VI how the organtzatlon determined that the supported organtzatlon was descnbed
In section 509(a)(1) or (2)
2
3a Did the organization have a supported organization deScribed In section 501(c)(4), (5), or (6)' If "Yes," answer (b) and (c)
below
3a
b Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied
the public support tests under section 509(a)(2)' If "Yes," descnbe In Part VI when and how the organtzatlon made the
determination 3b
c Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes?
If "Yes, " explain In Part VI what controls the organtzatlon put In place to ensure such use
3c
4a Was any supported organization not organized In the United States ("foreign supported organization")' If "Yes" and If you
checked 12a or 12b In Part I, answer (b) and (c) below
4a
b Did the organization have ultimate control and discretion In deCiding whether to make grants to the foreign supported
organization? If "Yes," descnbe In Part VI how the organtzatlon had such control and discretion despite being controlled or 4b
supervised by or In connection with ItS supported organtzatlons
c Did the organization support any foreign supported organization that does not have an IRS determination under sections
501(c)(3) and 509(a)( 1) or (2)? If "Yes," explain In Part VI what controls the organtzatlon used to ensure that all support
to the foreign supported organtzatlon was used exclusively for section 170(c)(2)(8) purposes
4c
Sa Did the organization add, substitute, or remove any supported organizations dUring the tax year? If "Yes," answer (b) and
(c) below (If applicable) Also, proVide detatl In Part VI, including (I) the names and EIN numbers of the supported
organtzatlons added, substituted, or removed, (II) the reasons for each such action, (III) the authonty under the
organtzatlon's organtZlng document authonzlng such action, and (IV) how the action was accomplished (such as by
Sa
amendment to the organtZlng document)
b Type I or Type II only. Was any added or substituted supported organization part of a class already designated In the
organization's organizing document' Sb
c Substitutions only. Was the substitution the result of an event beyond the organization's control? Sc
6 Did the organization prOVide support (whether In the form of grants or the provIsion of services or faCilities) to anyone other
than (I) ItS supported organizations, (II) indiViduals that are part of the charitable class benefited by one or more of ItS
supported organizations, or (III) other supporting organizations that also support or benefit one or more of the filing
organization's supported organizations? If "Yes," proVide detatl In Part VI.
6
7 Did the organization prOVide a grant, loan, compensation, or other Similar payment to a substantial contributor (defined In
section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a
substantial contributor? If "Yes," complete Part I of Schedule L (Form 990 or 990-EZ)
7
8 Did the organization make a loan to a disqualified person (as defined In section 4958) not desCribed In line 7? If "Yes,"
complete Part I of Schedule L (Form 990 or 990-EZ)
8
9a Was the organization controlled directly or indirectly at any time dUring the tax year by one or more disqualified persons as
defined In section 4946 (other than foundation managers and organizations deScribed In section 509(a)(1) or (2))? If "Yes,"
proVide detatl In Part VI.
9a
b Did one or more disqualified persons (as defined In line 9a) hold a controlling Interest In any entity In which the supporting
organization had an Interest' If "Yes," proVide detail In Part VI. 9b
c Did a disqualified person (as defined In line 9a) have an ownership Interest In, or derive any personal benefit from, assets In
which the supporting organization also had an Interest' If "Yes," proVide detail In Part VI.
9c
lOa Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding
certain Type II supporting organizations, and all Type III non-functionally Integrated supporting organizations)? If "Yes,"
answer line lOb below lOa
b Did the organization have any excess business holdings In the tax year? (Use Schedule C, Form 4720, to determine whether
the organtzatlon had excess business holdings) lOb
Schedule A (Form 990 or 990-£2) 20:8
‘Supporting Organizations
(Complete only if you checked a box on line 12 of Part 1_If you checked 12a of Pat I, complete Sections A and B If you checked 126 of
Part 1, complete Sections A and C If you checked 12¢ of Part I, complete Sections A, D, and E Ifyou checked 12d of Part I, complete
Page 4
‘Sections A ang D, and complete Part V/)
‘Section A. All Supporting Organizations
10a
Are all of the organization's supported organizations listed by name inthe organization's governing documents?
1 "No," describe in Part VI how the supported organizations are designated If designated by class or purpose,
{escribe the designation If histone and continuing relationship, explain
id the organization have any supported organization that does not have an IRS determination of status under section $08
(a)(1) oF (2)? IF "Yes," explain in Part VI how the organization determined that the supported organization was described
Im section 509(2)(1) or (2)
Did the organization have a supported organization described in section 501(c)(4), (5), oF (6)? If "Yes," answer (b) and (e)
below
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), oF (6) and satisfied
the public support tests under section 509(a)(2)? If "Yes," descnbe in Part VI when and how the organization made the
determination
id the organization ensure that all support to such organizations was used exclusively for section 170(¢)(2)(B) purposes?
If "Yes," explain in Part VI what controls the organization put in place to ensure such use
Was any supportes organization not organized in the United States ("foreign supported organization")? JF "Yes" and if you
checked 129 or 12b mn Part I, answer (b) and (c) below
id the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported
organization? If "Yes," descnbe in Part VI how the organization had such control and discretion despite being controlled or
Yes
3a
3b
aa
oy
Supervised by or n connection with ts supported organizations.
id the organization support any foreign Supported ergantzation that does not have an IRS determination under sections
'503(¢}(3) and 509(a)(1) or (2)? IF "Yes,” explain in Part VI what controls the organization used to ensure that al support
to the foreign supported organization was used exclusively for section 170(c)(2)(8) purposes
Did the organization add, substitute, or remove any supported organizations during the tax year? If "Yes,” answer (b) and
(©) below (if applicable) ‘Also, provide detail m Part VI, including ()) the names and EIN numbers of the supported
organizations added, substituted, or removed, (1) the reasons for each such action, (ir) the authority under the
organization's organizing document authorzing such action, and (iv) how the action was accomplished (such as by
amendment to the organizing document)
Type I or Type II only. Was any added or substituted supported organization part ofa class already designated in the
organization's organizing document?
3b
Substitutions only. Was the substitution the result of an event beyond the erganization’s control?
Did the organization provide support (whether in the form of grants or the provision of services or facilites) to anyone other
than (i) it supported organizations, (i) individuals that are part of the charitable clase benefited by one or more of
supportes organizations, oF (i!) other supporting organizations that also support or benevt one or more of the filing,
organization's supported organizations? If "Yes, provide detail im Part VI.
id the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in
section 4958(c)(3)(C)), a family member of a substantial contnbutor, or a 35% controlled entty with regard to 2
substantial contnbutor? If "Yes,” complete Part I of Schedule L (Form 990 or 990-£2)
Did the organization make a loan to a disqualified person (as defined in section 4958) not described inline 77 “Yes,”
complete Part I of Schedule L (Form 990 or $90-£2)
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as
defined in section 4946 (other than foundation managers and organizations described in section S09(a)(1) or (2))? IF "Yes,"
provide detail in Part VI.
id one or more disqualified persons (as defined inline 9a) hold a controling interest in any entty in which the supporting
‘organization had an interest? IF "Yes, provide detail in Part VI.
ob
Did a disqualified person (as defined in ine 9a) have an ownership interest in, oF derive any personal benefit from, assets i]
Which the supporting organization also had an interest? If "Yes," provide detain Part VI.
\Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarcing
certain Type Il supporting organizations, and al Type III non-functionally integrated supporting organizations)? If "Yes,
‘answer line 106 below
0a
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether
the organization had excess business holdings)
ob
We CONS TTT A
Schedule A (Form 990 or 990-EZ) 2018 Page 5
l:F.YiiM Supporting Organizations (continued)
Yes No
11 Has the organization accepted a gift or contribution from any of the following persons?
a A person who directly or indirectly controls, either alone or together with persons described In (b) and (c) below, the
governing body of a supported organization? 11a
b A family member of a person described In (a) above? 11b
c A 35% controlled entity of a person described In (a) or (b) above? If "Yes" to a, b, or c, provide detail In Part VI 11c
S ectlon B. Type I S upportmg o rganlzatlons
Yes No
1 Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or
elect at least a majority of the organization's directors or trustees at all times dUring the tax year? If "No," descnbe In Part
VI how the supported organlzatlon(s) effectively operated, supervised, or controlled the organization's activities If the
organization had more than one supported organization, descnbe how the powers to appoint and/or remove directors or
trustees were allocated among the supported organizations and what conditions or restnctlons, If any, applied to such
powers dunng the tax year
1
2 Did the organization operate for the benefit of any supported organization other than the supported organlzatlon(s) that
operated, supervised, or controlled the supporting organization? If "Yes," explain In Part VI how providing such benefit
carned out the purposes of the supported organlzatlon(s) that operated, supervised or controlled the supporting
2
organization
S ectlon c . Type II S upportmg o rganlzatlons
Yes No
1 Were a majority of the organization's directors or trustees dUring the tax year also a majority of the directors or trustees of
each of the organization's supported organlzatlon(s)7 If "No," descnbe In Part VI how control or management of the
supporting organization was vested In the same persons that controlled or managed the supported organlzatlon(s) 1
Section D. All Type III Supporting Organizations
Yes No
1 Did the organization provide to each of ItS supported organizations, by the last day of the fifth month of the organization's
tax year, (I) a written notice describing the type and amount of support provided dUring the prior tax year, (II) a copy of the
Form 990 that was most recently filed as of the date of notification, and (III) copies of the organization's governing
documents In effect on the date of notification, to the extent not previously provided?
1
2 Were any of the organization's officers, directors, or trustees either (I) appointed or elected by the supported organization
(s) or (II) serving on the governing body of a supported organization? If "No," explain In Part VI how the organization
maintained a close and continuous working relationship with the supported organlzatlon(s)
2
3 By reason of the relationship described In (2), did the organization's supported organizations have a significant vOice In the
organization's Investment policies and In directing the use of the organization's Income or assets at all times dUring the tax
year? If "Yes," descnbe In Part VI the role the organization's supported organizations played In this regard
3
Section E. Type III Functionally-Integrated Supportmg Organizations
1 Check the box next to the method that the organization used to satisfy the Integral Part Test dUring the year (see instructions)
a D The organization satisfied the Activities Test Complete line 2 below
b D The organization IS the parent of each of ItS supported organizations Complete line 3 below
c D The organization supported a governmental entity Describe In Part VI how you supported a government entity (see instructions)
2 Activities Test Answer (a) and (b) below. Yes No
a Did substantially all of the organization's activities dUring the tax year directly further the exempt purposes of the
supported organlzatlon(s) to which the organization was responsive? If "Yes," then In Part VI identify those supported
organizations and explain how these activities directly furthered their exempt purposes, how the organization was
responsive to those supported organizations, and how the organization determined that these activities constituted
substantially all of ItS actIVities 2a
b Did the activities described In (a) constitute activities that, but for the organization's Involvement, one or more of the
organization's supported organlzatlon(s) would have been engaged In? If "Yes," explain In Part VI the reasons for the
organization's position that ItS supported organlzatlon(s) would have engaged In these activities but for the organization's
Involvement 2b
3 Parent of Supported Organizations Answer (a) and (b) below.
a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of 3a
the supported organizations? Provide detatfs In Part VI.
b Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of ItS
supported organizations? If "Yes," descnbe In Part VI. the role played by the organization In this regard
3b
Schedule A (Form 990 or 990-EZ) 2028
‘Suppo
Page 5
fing Organizations (co’
ued)
a
b
Has the organization accepted a gift or contnbution from any of the following persons?
A person who cirectly or indirectiy controls, either alone or together with persons descrived im (b) and (c) below, the
(governing body of a supported organization”
AA family member of a person described in (a) above?
[A 35% controlled entity of a person described in (a) or (b) above? IF Yes” to a, b, orc, provide detail in Part VI
Yes | No
iia
1b
ie
‘Section B. Type I Supporting Organizat
AS.
Did the directors, trustees, or membership of one or more supported organizations have the power to regulary appoint or
lect at least a majonty of the organization's directors or trustees at all times durng the tax year? If No,” describe in Part
VI how the supported organization(s) effectively operated, supervised, or controlled the organization's activities Ifthe
organization had more than one supported organization, desenbe how the powers to appoint and/or remove directors or
trustees were allocated among the supported organizations and what conditions or restnetions, if any, applied to such
powers duning the tax year
id the organization operate for the benefit of any supported organization other than the supported organization(s) that
operated, supervised, or controlled the supporting organization? IF "Yes, "explain in Part VI how providing such benefit
carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting
organization
Yes | No
‘Section C. Type 11 Supporting Organizations
a
Were a majority of the organization's directors or trustees during the tax year also a mayonty of the directors or trustees of
leach of the organization's supported organization(s)? IF No,” describe n Part VI how contral or management of the
supporting organization was vested in the same persons that controlled or managed the supported organization(s)
Yes | No
‘Section D. All Type 11 Supporting Organizations
id the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s
tax year, (i) a written notice desenbing the type ané amount of support provided cunng the prior tax year, (i) @ copy of the
Form 990 that was most recently filed as of the cate of notfication, and (i) copies of the organization's governing
documents in effect on the date of notification, to the extent not previously provided?
Were any of the organization's officers, directors, or trustees either (1) appointed or elected by the supported organization
(6) or (i) serving on the governing body of a supported organ zation? If "No," explain in Part VE how the organization,
‘maintained a close and continuous working relationship with the supported organization(s)
By reason of the relationship described in (2), did the organization's supported organizations have a significant voice n the
organization's investment policies and in ciracting the Use of the organization's income or assets at all times curing the t2x
year? If "Yes," descnbe in Part VI the role the organization's supported organizations played inthis regard
Yes | No
‘Section E. Type 11 Functionally-Integrated Supporting Organizations
ry
b
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (set
[1] The organization satisfied the Activites Test Complete line 2 below
[E]_ The organization isthe parent of each of its supported organizations Complete line 3 below
[D)_ The organization supported a governmental entty Desenbe in Part VI how you supported a government entty (see
Activities Test Answer (a) and (b) below.
id substantially al ofthe organization's activities during the tax year directly further the exempt purposes of the
supported arganization(s) to which the organization was responsive? If "Ves," then in Part VI identity those supported
organizations and explain how these activities directly furthered their exempt purposes, how the organization was
responsive to those supported organizations, and how the organization determined that these activites constituted
Substantially al of ts actvives
Did the activities descnbed in (a) constitute activities that, but forthe organization's involvement, one or more of the
organization's supported organization(s) would have been engaged in? IF "Yes," explain in Part VE the reasons for the
organization's position that its supported organization(s) would have engaged in these activities but for the organization's
involvement
Parent of Supported Organizations. Answer (a) and (b) below.
id the organization have the power to regularly appoint or elect a mayonity ofthe officers, directors, or trustees of each of
the supported organizations? Provide details m Part VI.
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each ofits
supported organizations? If "Yes," descnbe in Part VI. the role played by the organization in this regard
ions)
instructions)
Yes | No
2a
2b
3a
3b
= Te
Schedule A (Form 990 or 990-EZ) 2018 Page 6
Imu Type III Non-Functionally Integrated S09(a)(3) Supporting Organizations
1
1
2
3
4
5
6
7
8
1
2
3
4
5
6
7
8
1
2
3
4
5
6
7
D Check here If the organization satisfied the Integral Part Test as a qualifYing trust on Nov 20, 1970 (explain In Part VI) See
All h T III f II diS A h h E instructions. ot er I vpe non- unctlona IV Inteqrate supportlnq orqanlzatlons must complete ectlons t rouql
Section A - Adjusted Net Income (A) Prior Year (8) Current Year
(optional)
Net short-term capital gain 1
Recoveries of prior-year distributions 2
Other gross Income (see instructions) 3
Add lines 1 through 3 4
Depreciation and depletion 5
Portion of operating expenses paid or Incurred for production or collection of gross 6
Income or for management, conservation, or maintenance of property held for
production of Income (see instructions)
Other expenses (see instructions) 7
Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8
Section B - Minimum Asset Amount (A) Prior Year (8) Current Year
(optional)
Aggregate fair market value of all non-exempt-use assets (see instructions for short
tax year or assets held for part of year) 1
a Average monthly value of seCUrities la
b Average monthly cash balances lb
c Fair market value of other non-exempt-use assets lc
d Total (add lines la, lb, and lc) ld
e Discount claimed for blockage or other factors
(explain In detail In Part VI)
AcquIsition Indebtedness applicable to non-exempt use assets 2
Subtract line 2 from line ld 3
Cash deemed held for exempt use Enter 1-1/2% of line 3 (for greater amount, see
instructions) 4
Net value of non-exempt-use assets (subtract line 4 from line 3) 5
Multiply line 5 by 035 6
Recoveries of prior-year distributions 7
Minimum Asset Amount (add line 7 to line 6) 8
Section C - Distributable Amount Current Year
Adjusted net Income for prior year (from Section A, line 8, Column A) 1
Enter 85% of line 1 2
Minimum asset amount for prior year (from Section 8, line 8, Column A) 3
Enter greater of line 2 or line 3 4
Income tax Imposed In prior year 5
Distributable Amount. Subtract line 5 from line 4, unless subject to emergency 6
temporary reduction (see instructions)
D Check here If the current year IS the organization's first as a non-functionallY-integrated Type III supporting organization (see
instructions)
Schedule A (Form 990 or 990-EZ) 2028
Type Tid Non-Functionally Integrated 509(a)(3) Supporting Organizations
a
Page 6
[1] Check here ifthe organization satisfied the Integral Part Test as @ qualifying trust on Nov 20, 1970 (explain in Part VI) See
instructions. All other Type Ill non-functionally integrated supoo-tng organizations must complete Sections A through E
Section A - Adjusted Net Income
(A) Pror Year
(6) Current You
(eptiona)
‘Net short-term capital gain
Recovenes of prior-year distributions
(Other gross income (see instructions)
‘Add lines 1 through 3
Depreciation and depletion
Portion of operating expenses paid or incurred for production or collection of gross
income or for management, conservation, or maintenance of property held for
production of income (see instructions)
Other expenses (see instructions)
‘Adjusted Net Income (eubtract ines 5, 6 and 7 fom ine 4)
‘Section B - Minimum Asset Amount,
TA) Pro Vear
(By current Year
(optional)
‘Agoregate fair market value of al non-exernot <ctons for short
tax year or assets held for part of year)
ie assets (See ins
‘Average monthly value of secunties
la
‘Average monthly cash balances
ab
te
Fair market value of other non-exempt-use assets
Total (add lines fa, 1b, and Je)
ad
Discount claimed for blockage or other factors
(explain in detail in Part VI)
[Acquisition indebtedness applicable to non-exempt use assets
Subtract line 2 from line Id
Cash deemed held for exempt use Enter 1-1/2% of Ine 3 (for greater amount, see
instructions)
Net value of non-exemptouse assets (suk
sine 4 from line 3)
Multiply ine 5 by 035
Recoveries of prior-year distributions
Minimum Asset Amount (add Ine 7 to ine 6)
‘Section C - Distributable Amount
Caren Veer
[Adjusted net income for prior year (from Section A, ine 8, Column A)
Enter 85% of line 1
‘Minimum asset amount for prior year (from Section 8, ine 6, Column A)
Enter greater of ine 2 07 ne 3
Tncome tax imposed 1n prior year
Distributable Amount. Subtract line 5 from line 4, unless subject to emergency
temporary reduction (see instructions)
Check here ifthe current year 1s the organization's fiat as @ non-functionally-integrated Type II] supporting organvzation (see
instructions)
Schedule A (Form 990 or 990-EZ) 2018 Page 7
M:F.YiW Type III Non-Functionally Integrated S09(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, In
excess of Income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe In Part VI) See instructions
7 Total annual distributions. Add lines 1 through 6
8 Distributions to attentive supported organizations to which the organization IS responsive (provide
details In Part VI) See instructions
9 Distributable amount for 2018 from Section C, line 6
10 Line 8 amount divided by Line 9 amount
Section E - Distribution Allocations (see (i)
(ii) (iii)
Underdistributions Distributable
instructions) Excess Distributions
Pre-2018 Amount for 2018
1 Distributable amount for 2018 from Section C, line
6
2 Underdlstrlbutlons, If any, for years prior to 2018
(reasonable cause requlred-- explain In Part VI)
See instructions
3 Excess distributions carryover, If any, to 2018
a From 2013.
b From 2014.
c From 2015.
d From 2016.
e From 2017.
f Total of lines 3a through e
9 Applied to underdlstrlbutlons of prior years
h Applied to 2018 distributable amount
i Carryover from 2013 not applied (see
instructions)
j Remainder Subtract lines 3g, 3h, and 31 from 3f
4 Distributions for 2018 from Section D, line 7
$
a Applied to underdlstrlbutlons of prior years
b Applied to 2018 distributable amount
c Remainder Subtract lines 4a and 4b from 4
5 Remaining underdlstrlbutlons for years prior to
2018, If any Subtract lines 3g and 4a from line 2
If the amount IS greater than zero, explain In Part VI
See instructions
6 Remaining underdlstrlbutlons for 2018 Subtract
lines 3h and 4b from line 1 If the amount IS greater
than zero, explain In Part VI See instructions
7 Excess distributions carryover to 2019. Add lines
3J and 4c
8 Breakdown of line 7
a Excess from 2014.
b Excess from 2015.
c Excess from 2016.
d Excess from 2017.
e Excess from 2018.
Schedule A (Form 990 or 990-EZ) (2018)
Schedule A (Form 990 or 990-£2) 20:8 Pese7
‘Type TIT Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
4 Amounts paid to supported organizations to accomplish exempt purposes
2. Amounts paid to perform actvity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
‘Administrative expenses paid to accomplish exempt purposes of supported organizations
‘Amounts paid to acquire exempt-use assets
Qualified set-aside amounts (prior IRS approval required)
Other distnbutions (describe in Part VI) See instructions
Total annual distributions. Add lines 1 through 6
Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI) See instructions
'9_Distnbutable amount for 2018 from Section C, ine 6
110 Line 8 amount divided by Line 9 amount
Section E - Distribution Allocations (see « Underde butions Dist eeeable
instructions) Excess Distributions Pre-2018 ‘Amount for 2018
T Detnbutable amount for 2018 from Section ©, Ine
6
2 Underdistributions, any, for years por to 2018
(reasonable cause required-- explain n Part VI)
‘See instructions,
3 Excess distributions carryover, any, to 2016
‘a From 2013,
b From 2034,
‘e From 2015,
‘d_From 2036.
‘e From 2047. =
{Total of lines 3a through ©
‘9 Applied to underdistn butions of prior years
h_Applied to 2018 distributable amount
Carryover from 2013 not applied (see
structions)
[Remainder Subtract ines 39, 3h, and 3i fom 31
“4 Distnbutions for 2018 from Section D, line 7
$
‘a Applied to underdistributons of prior years
b Applied to 2028 distributable amount
‘© Remainder Subtract ines 4a and 4b from 4
B Remaining underdistributions for years pror to
2018, any Subtract lines 39 and 4a from line 2
If the amount 1s greater than zero, explain in Part VI
See instructions
@ Remaining underdistibutions for 2018 Subwact
lines 3h and 4b from line 1_If the amount is greater
than zero, explain in Part VI_ See instructions
7 Excess distributions carryover to 2019. Add lines
3) and 4c
@ Breakdown ofline 7
Excess from 2014, yy
Excess from 2035,
Excess from 2036,
Excess from 2037.
Excess from 2016,
Schedule A (Form 550 or 990-EZ) 2018)
Additional Data
Software ID: 18007218
Software Version: 2018v3.1
EIN: 82-0971783
Name: Stars Ministries
Schedule A (Form 990 or 990-EZ) 2018 Page 8
Supplemental Information. Provide the explanations required by Part II, line 10, Part II, line 17a or 17b, Part III, line 12, Part IV,
Section A, lines 1, 2, 3b, 3c, 4b, 4c, Sa, 6, 9a, 9b, 9c, 11a, 11b, and 11c, Part IV, Section B, lines 1 and 2, Part IV, Section C, line 1,
Part IV, Section D, lines 2 and 3, Part IV, Section E, lines lc, 2a, 2b, 3a and 3b, Part V, line 1, Part V, Section B, line le, Part V
Section D, lines 5, 6, and 8, and Part V, Section E, lines 2, 5, and 6 Also complete thiS part for any additional information (See
instructions)
Facts And Circumstances Test
Additional Data
Software 1D: 18007218
Software Version: 2018v3.1
EIN: 82-0971783
Name: Stars Ministries
Schedule A (Form 990 or 990:€2) 20:8 Page 8
EEEENYE Scrplerentar information, Fronds the expansions requred by Parl, Inei0, Pan ine Wa or7o, Pan i ine Tz, Pan
Seeton Ar nes 1,2) 38,30, 4, fe, Se, 6, 98,90, 90, Lia, 130, ane ite, PareV, Secton 8, ines 1 ang 2, Par IV, Secon C, tne 1
Part W, Section 8, lines’? snd’, Part W, Section, ines ic, 26,26, 22nd 3b, Part V, line 1, Part, Sacoon 8 ne Se, Pa V
Section Dynes 5,6, and 6, and Part V, Section E, ines 2,5, an 6 Also complete ths pat foray adaituonal information (See
instructions)
Facts And Circumstances Test
efile GRAPHIC rint - DO NOT PROCESS As Filed Data - DLN:93492192007359
SCHEDULE G
(Form 990 or 990-EZ)
DepJrtmc-nt of the TreJ~uT"\
Intem~d Re\ C"nuC" ~ef\ Ice
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete If the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the
organization entered more than $15,000 on Form 990-EZ, line 6a
~ Attach to Form 990 or Form 990-EZ.
~Go to www Irs gov/Form990 for Instructions and the latest information
OMB No 1545-0047
2018
Open to Public
Inspection
Name of the organization
Stars Ministries
Employer identification number
82-0971783
In"~ Fundraising Activities.Complete If the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1 Indicate whether the organization raised funds through any of the following activities Check all that apply
a D Mall solicitations e D Solicitation of non-government grants
b D Internet and email solicitations f D Solicitation of government grants
c D Phone solicitations 9 D Special fundralslng events
d D In-person solicitations
2a Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed In Form 990, Part VII) or entity In connection with professional fundralslng services? DYes D No
b If "Yes," list the ten highest paid individuals or entities (fundralsers) pursuant to agreements under which the fundralser IS
to be compensated at least $5,000 by the organization
(i) Name and address of individual (ii) Activity (iii) Did (iv) Gross receipts (v) Amount paid to (vi) Amount paid to
or entity (fund raiser) fundralser have from activity (or retained by) (or retained by)
custody or fundralser listed In organization
control of col (i)
contributions?
Yes No
Total ~
3 List all states In which the organization IS registered or licensed to solicit contributions or has been notified It IS exempt from registration or
licensing
For Pa erwork Reduction Act Notice see the Instructions for Form 990 or 990-EZ. Cat No S0083H Schedule G Form 990 or 990-EZ 2018
[efile GRAPHIC print - DO NOT PROCESS [As Filed Data -[ i; 93492192007359]
SCHEDULE G Supplemental Information Regarding PONE Ne 1545-0087
(Form 990 or 990-£2) - ,
Fundraising or Gaming Activities 2018
Deport ofthe Fenn "" atacite Ferm ae0 orto s9082. Open to Publ
ineral Reco Sere oto www irs gov/rorm9go for instructions andthe atest formation Inspection
Name of the organization
Stars Ministries
Employer identification number
82-0971783
Fundraising Acti
jes.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-£7 filers are not required to complete this part.
2 Mai sotctations
1b O intemet and ema soi
© O Phone soleitations
4 O inperson solicitations
2a_Did the organization have a
Indicate whether the organization raised funds through any of the following activities Check all that apply
C1 Soliatation of non-government grants
tations £ O Sobictation of government grants
9 C7 Special fundrasing events
n oF oral agreement with any individual (including officers, directors, trustees
cor key employees listed in Form 990, Part VIt) or entity in connection with professional fundraising services? ves LINo
TF "Yes," list the ten high
aid individuals or entities (fundra'sers) pursuant to agreements under which the fundraiser 18
to be compensated at least $5,000 by the organization
( Name and address of mavvidual] —(H#) Actvty (lit) Did] (iv) Grass recempte (wi) Amount paid to
for entity (fundraiser) funcraser have | "from activity, (or retained by)
custody or fundraiser listed in ‘organization
contnbutions? col i)
Yes | No
Total >
3 List all states in which the organization is registered or licensed to soliat contributions or has been notified itis exempt from registration or
ieensing
Schedule G (Form 990 or 990-EZ) 2018 Page 2
I@ii. Fundraising Events. Complete If the organization answered "Yes" on Form 990, Part IV, line 18, or reported more
than $15,000 of fundralslng event contributions and gross Income on Form 990-EZ, lines 1 and 6b. list events with
gross receipts greater than $5,000.
(a)Event #1 (b) Event #2 (e)Other events (d)
Total events
Fundraiser (add col (a) through
(event type) (event type) (total number) col (e»)
Q)
;/
~
:::-
Q)
1 Gross receipts. 23,519 23,519 cr:
2 Less Contributions.
3 Gross Income (line 1 minus
line 2) 23,519 23,519
4 Cash prizes
5 Noncash prizes
!J)
<1.' 6 Rent/facility costs Ul
C
<1.>
7 Cl.. Food and beverages
dS
U
8 Entertainment
<]) - 9
£5 Other direct expenses 9,465 9,465
10 Direct expense summary Add lines 4 through 9 In column (d) ~ 9,465
11 Net Income summary Subtract line 10 from line 3, column (d) ~ 14,054
• :1>1 l."11 Gaming. Complete If the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000
on Form 990-EZ line 6a ,
Q)
(b) Pull tabs/Instant (d) Total gaming (add
2 (a) Bingo
bingo/progressive bingo
(e) Other gaming
col (a) through col (e»)
Q)
:::-
Q)
cr:
1 Gross revenue
!J)
<1.'
2 Cash prizes Ul
C
<1.>
Cl..
3 Noncash prizes
dS
U 4 Rent/facility costs
<]) -£5
Other direct expenses 5
D Yes % D Yes % D Yes % ------------------- --------------------- ---------------------
6 Volunteer labor D No D No D No
7 Direct expense summary Add lines 2 through 5 In column (d) ~
8 Net gaming Income summary Subtract line 7 from line 1, column (d). ~
9 Enter the staters) In which the organization conducts gaming activities _________________________ _
a Is the organization licensed to conduct gaming activities In each of these states7
b If "No," explain
DYes D No
_____________________________________________________________________________________________________________________________________________________________________________________________________________________________ J
lOa Were any of the organization's gaming licenses revoked, suspended or terminated dUring the tax year7
b If "Yes," explain
DYes D No
______________________________________________________________________________________________________________________________________________________________________________________________________________________________ .1
Schedule G Form 990 or 990-EZ 2018
Schedule G (Form 990 or 990-EZ) 2018
EEEEIY Fundraising Events. Complete the organization answered "Ves" on Form 990, Part IV, line 18, or reported more
than $15,000 of fundraising event contributions and gross income on Form 990-£Z, lines 1 and 6b. List events with
Page 2
gross receipts greater than $5,
5,000.
(a)event #1 (b) Event #2 (other eve @)
Total events
Fundraiser (add col (a) tarough
(evert type) Tevent type) (eta number) col (e))
Gross receipts »
23,519
23,519
Less Contributors» ss
Gross income (line t minus
line 2).
23,519
23,519
Direct Expenses
10 Direct expense summary Add lines 4 through 9 in column (4)
a
Cash prizes
Noneash prizes
Rentfaciity costs...
Food and beverages
Entertainment ss
Other direct expenses
9,465,
Net income summary Subtract line 30
from line 3, column (4)
>
wo
‘on Form 990-£2, line 6a.
“Gaming. Complete if the organization answered "Yes" on
Form 990, Part IV, line 19, or reported more than $15,000
g @) Bingo (©) pur absinstant_ | (6) other gaming | (4) Total gaming (acd
z (2) Bing bongeyprogressive bingo | (©) Other gaming | <5) ay trough eo Ce)
g
© | Groserevenve
B |2 casnpnes . . 1 we
j 2 Cash pr
Fag co
% | Renttecity costs.
© |s omer direct expenses...
O ves, ge PO ves att. [OD Yes te
6 Volunteerlabor «s+. | E] No Ol No Ol No
7. Direct expense summary Add lines 2 through 5 n column (4) >
‘8 Net gaming income summary Subtract Ime 7 from ine 1, column (d). + o>
9 Enter the state(s) in which the organization conducts gaming actives
‘@ Is the organization licensed to conduct gaming activities in each of these states? Oves Ono
b IFN," explain
20a Were any of the organization's gaming icenses revoked, suspended or terminated cunng the tax year? Lives Ono
bf "es," explain
Schedule @ (Fon '550 wr 5S0-EF) Dole
Schedule G (Form 990 or 990-EZ) 2018 Page 3
11
12
Does the organization conduct gaming activities with nonmembers7
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gamlng7
13 Indicate the percentage of gaming activity conducted In
a The organization's facIlity
b An outside facility
13a
13b
14 Enter the name and address of the person who prepares the organization's gaming/special events books and records
Name~
Address ~
15a Does the organization have a contract with a third party from whom the organization receives gaming
revenue7
b If "Yes," enter the amount of gaming revenue received by the organization ~ $ __________ and the
amount of gaming revenue retained by the third party ~ $ _________ _
C If "Yes," enter name and address of the third party
Name~
Address ~
16 Gaming manager information
Name~
Gaming manager compensation ~ $ _________________________________________________ _
Description of services provided ~
D Director/officer D Employee D Independent contractor
17 Mandatory distributions
a Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming Ilcense7
b Enter the amount of distributions required under state law distributed to other exempt organizations or spent
In the organization's own exempt activities dUring the tax year ~ $
DYes D No
DYes D No
DYes D No
DYes D No
I@'d Supplemental Information. Provide the explanations required by Part I, line 2b, columns (III) and (v); and Part
III, lines 9, 9b, lOb, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
%
%
Schedule G Form 990 or 990-EZ 2018
Schedule G (Form 990 or 990-EZ) 2018 Page 3
ry
12
13
15a
Does the organization conduct gaming activities with nonmembers? Lves Lino
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to adminster charitable gaming? Ces Ono
Indicate the percentage of gaming actvity conducted in
‘The organization's facility 13a %
An outside faciity 13b %
Enter the name and address of the person who prepares the organization's gaming/special events books and records
Name
Address
oes the organization have a contract with a thrd party from whom the organization receives gaming
revenue? Oves Ono
If "Yes," enter the amount of gaming revenue received by the organization B and the
amount of gaming revenue retained by the third party P $
IF "Yes," enter name and address of the third party
Name >
Address
Gaming manager information
Name >
Gaming manager compensation PS,
Descnption of services provided
OO birector/ofticer CO Employee C1 independent contractor
Mandatory distributions
Is the organization required under state law to make chantable distributions from the garning proceeds to
retain the state gaming license? Oves One
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year $
EETESY Supplemental information, Provide the explanations required by Part, ine Zo, columns (i) and (wy; and Park
HI, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Saeduie © ron ws
Tre STE
efile GRAPHIC rint - DO NOT PROCESS As Filed Data -
SCHEDULE 0
(Form 990 or 990-
EZ)
DepJrtmc-nt of the TreJ~uT"\
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
~ Attach to Form 990 or 990-EZ.
~ Go to www.irs.qov/Form990 for the latest information.
DLN:93492192007359
OMB No 1545-0047
2018
Open to Public
Inspection
~l &:tNl!I'b~!JIaI'l1~atlon
Stars Ministries
Employer identification number
82-0971783
990 Schedule 0, Supplemental Information
Return Explanation
Reference
Other Advertising and Promotion $196
Expenses 1001
[efile GRAPHIC print - DO NOT PROCESS [As Filed Data -[
j3492192007359]
SCHEDULE O
(Form 990 or 990-
EZ)
‘OMG No 1545-0047
Supplemental Information to Form 990 or 990-EZ 2018
Complete to provide information for responses to specific questions on
Form 990 or 990-E7 or to provide any additional information.
Attach to Form 990 or 990-EZ.
> Go to www.irs.gov/Form990 for the latest information,
Fearme Se theofganieation
Stars Minetnes
Employer identification number
82-0971783
990 Schedule 0, Supplemental Information
Return
Reference
Explanation
Expenses 1001
Other ‘Advertising and Promotion $196
990 Schedule 0, Supplemental Information
Return Explanation
Reference
Other Office Expenses $914
Expenses 1002
990 Schedule 0, Supplemental Information
Return Explanation
Reference
Other Office Expenses $014
Expenses 1002
990 Schedule 0, Supplemental Information
Return Explanation
Reference
Other Insurance $757
Expenses 1012
990 Schedule 0, Supplemental Information
Return Explanation
Reference
Other Insurance $757
Expenses 1012
Stars Ministries
‘cand ata lancom
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Program -
‘ur accomplishment or 2018 includ: Provided a monthly soup
kitchen and food panty. Provided back o school clothing and
‘pple to stadents nthe community Provided a White Christmas
forour community
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Section 1: 0.05 mile Rte 624 re-numbered to Rte 637
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Section 2: Discontinued 0.02 mile. Old bridge marked in orange . 30 ft Prescriptive Easement right of way.
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Section 3: Discontinued 0.05 mile. 30 ft Prescriptive Easement right of way.
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Section 6: Rte 803. Discontinued 0.04 mi. Fee right of way.
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Section 4: Rte 624. Addition 0.07 mile. Fee right of way
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Section 5: Rte 624. Addition 0.03 mi. Includes replacement bridge.
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Typewritten Text
Hwy System Changes
APPROVED 04-07-1975
oor Paes, Hen oohian Paver Oo
Folewtove ives Chasepedie Crone Tekyanone Co.
or apt
Hwy Syste a
ChangesAPPROVED
04-07-1975
nes
Zeseen,
| £07)
ae
(Setings ser on hegseto Khor —
— A 9169249718) 3,
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fav
A 9169 Sa
Print Date: 10/30/2020 RUSSELL COUNTY VA
Map: 76R_ 2007 Owner: (MARTIN MICHAEL LEE
Record: ‘248-1 8 KENTS RIDGE RO
St1Ade: 0.404 DRILLRD HONAKER. VA 24260
Sale Price: 0 Rato:0.00
Occupancy: Zoning Use Class:
Extaror Trteror Sie
Construction: WOOD FRAME ° sires; PAVED
Exterior Walls: CNDR BLOCK io. Bedrooms: 0 Steet
Foundation: CONCRETE No. Baths: OF! oH Utiiies; SEPTIC
Roofing: ASPHALT [Floors me luites: WELL
SHED THe Acreage: 0.000
SHEETROCK | Year Bull: 1965
Stories: 1.00
‘Air Condition: Y
Wihd GlsLand Descrpion Grd UnlSizeDepl Rate Adj Value i i
Ad A 0 0.00 10,0010000.0 10000 Dwelling Valuation
tern Qty Size Rate Value
+ [0 LDA
& Rs 303 Bll Holes Rok?
Tnpovenent Length Wilh Condon Depa. Teal Value REE34 W. Valley Rood?
i DECK 20 o
win DECK 300
wnt PORCH wo | * 1918
WH PORCH 00 oe Pasnsiastaieed RID)
MH PORCH ooo | & Socata? ngensf aA a
MH PORCH 200 30.
+ Sk e
Description Story Size Glass Factor Rate Value Oana, petynedtineD
‘STORAGE 84 0.00 “302°
PORCH ° 0.00 1000 | Buh Hoe <=
RETAIL STORE 2048 0.00 16589 eb Rid Saaenax >
ae Instrument #
core Assessed Val: 4,600
pares an Replacement Vale 0
Pomenen Grade Facer (D) a7
User Codes: Phys Depr.% ( 0.000) 0
Dwotng Vatue 0
a Ccommerciat 2000
Datatnanaaiad Previous Vales
20180423 Bidg 40000 Total Imp. 54,600
‘AtHome Land 10000 -—-Total Land
Tate Total Prop. 64,600
a Land Use Value
Remarks:
Tracy
Highlight
64,
SANITATION OFFICER
Upon motion mide, seconded and duly passed by the Board that Kemeth
Frank Ball of Honaker, Va, be hired as Sanitation Officer under Public Service
Beployment: Program, Title IT, ‘
Meeting adjourned.
At a regular meeting of the Russell County Board of Supervisors held
fat the Courthouse in Lebanon, Virginia on Monday, Maxch 3, 1975 @t 10:00 a.m.
YRESENT: R,W, Dickenson, Chatman
Mite Liimen
Re ii. Puckett
DE, Roy saith
Robert J. Bobic, Clerk of Board
HD. Campbell, 'D. 8.
Meeting called to order.
Minutes of meetings of February 3 and 7th were xead and approved.
Haxold Lindsey appeared before the Board in regard to proposed trans~
portation plan for Gunberland Plateau four county area, Board advised they
would study th
plane and take under advisement.
arraracrr POS FOR SEER WA Eens, te. :
Upon motion made by Herman Puckett, seconded by Roy R. Smith and duly
passed by Board that following resolution be adopted:
RESOLUTION
wrlier resolution, St was resolved to establish an axeavide
"WHEREAS, by
agency on aging known as the Appalachian Agency for Semtor Citizens, Tnc., and
WHEREAS, 4t 49 necessary for the counties party to thie agreement to
establish the powers, duties, privileges and authority of said agency,
WOW, THEREFORE, BR I RESOLVED:
= (@) “that the undersigned counties do hereby establish Articles of
Incorporation for a non~-stock, not-for-proflt corporation known as the Appalachtan|
Agency for Senior Citizens, Tne., aaid Articles being attached hereto and made
a part hereof: .
() tae the duration of the corporation to to be perpetual, unless
couninated by the meubers as set forth hereinafter;
(e) that the corporation shall exarciae all powers belonging to,
and fnherent in, a corporation in the Comonwealth of Virginia, and shalt also
exercise sich powers belonging to o: inherent 4n the undexeigned Boards of
Suparvieore, which may be lawfully delegated by sane by vixtue of Section 15.
21,
Virginia Code, in order to carry out the purposes of the corporatior
(@ That. the purposes of the corporation shall be to exist and function
ae the official “area agency" for Buchanan, Dickenson, Russell and/or Tazewell,
Counties and to do all those things permitted and/or requixed by the Older
wortcans Act, 420.8. Code, chapter 35, of an “aren agency", including planning,
execution of wexvices and coordination of services for the four county area;
i]
protibited by the "Older Americans Act". Thie will dnelude any and all grants of
the "federal" and "state" government, and such funds ae menbers shall donate from
time €o time ox as shall be required of the agency or nenbers for local participa:
ton in any “federal” and/or “atate” grant,
(E) ‘hat the corporation shall be terminated by majority vote of the
mombers upon termination of area agencies under the Older Anexicane Act or the
repeal of that Act. Any property belonging to the corporation at the time of term
ination shall be divided
equally divisible, then sold, exchanged or ai
equally
Posesble among all menbers, and if not:
igned to the highest public
bidder after sufficient public notice for four weeks, the proceeds to be divided
equally among a11 mexbere. Any provisions herein contrary to Federal or State lax]
shall not be applicable,
(s) That thio resolution of agreement shall be effective for each county
when executed by the Board of Supervisors for that particular county, pursuant
to majority vote.
‘The Vote was:
‘Aye: AIL menbere
Nay: None
AericrLHs 9F HcoKPORATION
‘i APPALACHIAN AGHNCY FOR SERTOR cxTiZINs, HC.
‘This te to certify that we, the undersigned, desire to, and hereby do,
asaociate to incorporate exclusively on a not-for-profit basis under the provis-
dons and subject to the requixenents of law of the Consonealth of Virginia.
cawerciae 1
The nane of the corporation shall be the Appalachian Agency for Senior
Clttzens, Tne.
ARELOLE LL
This non-stock, not-for-profit corporation 4s organized entirely for the
Puxpove of being the official agency for the Counties of Buchenan, Russell and
Taxewell, Virginia, to plan, implenent and coordinate services pursuant to and
‘ag permitted by chapter 35, Title 42 of the U. 8. Code, commonly known as the
Older Americans Act, an Act designed to promote, through planning and grants, @
higher level of social. services for older or sentor citizens
anrcne an
The corporation shall be non-atock.
awrrcu 1
‘There shall be one class of three meubers, whose voting rights axe
rontxleted aa get forth in Article VIT hereinafter.
ARTIGIE ¥
The Board of Directors shall consist of 12 individuals. ‘The Boards of
Supervisors of cach county aforenentioned shall choose four menbers each,
initially one menber fron each county serving @ period of firée years, two :
members from cach county serving for a period of two years, and one menber
from each county sexving for a period of one year. Thereafter, each novly
appointed mesber shall serve for a perfod of two years, A director must be
a duly qualified elector and taxpayer of the county from which he 4s chosen. A
unexpired cern by majority vote of the Board of Supervisors vho appointed the
estgning, deceased oF disabled director:
awrxoun vr
‘Tho Corporation shall purchase and maintain an inauramee poliey on
bohalé of any person vio in a dixector or officer of safd corporation to protect
against: any Hability or claim assorted against him arteing out of Mia enpactty “
a ouch, vhethor or not the corporation has the power to indemnity hm againet iu
auch Liability under the provisions of Section 13.1-3.1 of the Code of Vixginka,
aroun vox
‘the coxporation may be terminated by majority vote‘ot the menbers upon
the tormination of “ares agencies! under the Older Americans Act, the tenainatton
or repeal of that Act, or the fatlure of the State Agency on Aging to designate
the Corporation as an official area agency. Any property belonging to the
Corporation at the time of termination shall be divided ae equally a posalble
among all menbers, and if not diviesble, then sold, exchanged or assigned to the
highest public bidder after suffictent public notice for four weeke, and the
proceeds divided equally anong all members. Any provision herein contrary to
Fodoral or State law shall not be applicable.
ARETOLE VIET
‘The initial registered office shall be located at the offices of White,
Elliott & Bundy Attorneys, Post Office box 600, Flannagan Avenue, Lebenon,
Virginia 24266, ‘the intttal registered agent chall be Janes Wa.ELLiott, Jr.,
whose business address ta the came as the initial registered office, and who is
a resident of Virginia and a aenber of the Virginia State Bar,
ARTICLE 1X
‘Tho nuabor of dixectors constituting the inttial Board of Directors shell
be 12, they are:
Lawrence Lindsay - Vansant Virginia 24656
Waese Ovens = Vansant, Vixginia 24656
BLM. Thoman —- Grundy, Va. 24614
| Grace Woolridge - Oakwood, Virginia 24631
uth Adkins = Gedar Bluff, Virginia 24609
Paul Brom = Honaker, Visginta 24260
Dewey Gain Dante, Virginia 24297
Charles MoFarlane - Lebanon, Virginia 26266
anerici x
‘The corporation shall be of perpetual duration, unless terminated ao
sot forth by @ majority vote of the enbers hereof. ‘
ARTICLE XE
‘The nuober of dixectora may only be changed by amenditent to the 7
Acticles of Incorporation, U
SCHOOL, BOARD
Upon motion made by Herman Puckett, seconded by Miles Willman and duly
Passed the following resolution was adopted:
RESOLUTION
WHEREAS, the 1974-75 School Operation Budget: reflects a 40% inerease
over: the 1973-74 school budget for purpose of purchasing fuel for Rueeell County
Schools; and
WHEREAS, the fuel cost: through March 3, has exeeded the total 1974-75
budget appropriations by $22,662.74; and
WHERXAS, 1 fo antJetpated that additional fuel will be purchased before
the ond of the 1974-75 £4scal year,
NOW, THEREFOR, BE IT RESOLVED, that the Russell County School Board
requests permission of the Board of Supervisors to make transfer of appropriations
4n the amount of $9,000.00 from Summer School 17h and $21,000.00 from School
Yood Services 17e to Operation of School Plant: 1761.
DE TT FURTHER RESOLVED, that the County School Operations Budget appropria|
tion be changed ae follows:
Ha Administration $116,592.00
L7b1 Tnstructton 3,737, 020.00
1788 Other Instructional costs ~'539/182.00
17e Attendance & Health Services "99,660.00
1741 Pupil Transportation Services3BL,698 ,00
1742 Replacenent! Transp. Vehicles 59,844.00
Le School Food Services 529,000.00
A7EL Operation of Schoo! Plant 384,151;00
1782 Maintenance of School Plant 162;495;00
Lg. ¥ixed Charges 128,955; 00
37h Sumer. SehooL 16,850.00,
17h haute Education 3;171;00
U7} Other Féueational Programs 15000/00,
‘The Vote wae:
Aye: ALL menbers
Nay: None
RUSSEL, COUNTY SCHOOL BOARD
Upon Motion made, seconded and duly passed by Board that following
resolution be adopted:
RESOLUTION,
WHEREAS, under the County Yourd form of Government, the Russell County
Board of Supervisors has the absolute power to appoint the County School Board
menbera; and :
WHEREAS, under both State law and the Russell County School Hoard
‘xegulations, it vas alvays understood that after the "AT LARGE” Supervinor had
been elected that additional menbers of the Schoo} Rowrd would be appointed; and
WHEREAS, acting under the authoriey of Section 22-61 of the 1950 Code of
Virginia, as amended, the Russell County Board of Supervisors did appoint Clyde
Bostic and Clyde Grizzle to the Russell Gounty School Board on Juine 21, 1974; and
WHEREAS, two of the members of the Russell County School Board have
deliberately flaunted the decision of the duly elected representatives of
Russell County by refusing to allow the eaid Bostic and Grizrle to take their
seats and to have their votes counted on the Russell County School Board and have
hereby caused millions of dollars of Russell County tax funda to be spent without
[proper legal sanction; and
SCHOOL, BOARD
upon motton made by Kerman Puckett, seconded by Miles WiLInen and duly
passed the following resolution wae adopted:
RESOLUTION
WHEREAS, the 1974-75 School Operation Budget reflects a 40% increase
ovor the 1973-74 school budget for purpose of purchasing fuel for Russell County
Schoolo; end
WHEREAS, the fuel cost through March 3, has exeoded the totel 1974-75
budget appropriations by $22,662.74; and
WHEREAS, it ie antSetpated that additional fuel will be purchased before
the end of the 1974-75 fecal year:
VOW, THRREVORE, BK IU RESOLVED, that the Ru
ell County School Board
Foquests permission of the Board of Supervisors to wake transfer of appropriations
4in the amount of $9,900.00 from Summer School 17h and $21,000.00 from School,
Food Services 17e to Operation of School Plant 1744,
DE TT FURTHER RESOLVED, that the County School Operations Budget approprial
ton be changed ao follows:
1a Administration $ 116,592.00
U7bL Taeerwetion 3,737;020.00
1703 Other Instructtonal costs ~'539}182:00, .
Ie. Attendance & Health Services 99,660.00
1741 Pupil ‘Traneportation Services381,698.00
1742 Replacenent’"Tranup. Vehieles 59,8/4.00 .
Ie. School Food Servicos 529,000: 00
S7E1 Oparation of School Plant 384, 151700
JER Maintenance of School Flant 162449500
Ig Fixed Charger 138,955: 00
17h Sumer school 116; 850.00,
AJL Adute’ Bducation 63)171,00,
17} Other Baucationat Programs 151000.00
‘The Vote was:
Aye: ALL menbers
diay: None
RUSSELL COUNTY SCHOOL, BOARD
Upon Motion made, seconded and duly passed by Board that ‘following
resolution be adopted:
: RESOLUTION.
WHEREAS, under the County Board forn of Government, the Russell County
Board of Supervisors has the absolute power to appoint the County Schoo} Board
menbera; and
WHEREAS, under both State law and the Russell County School Board
frogulations, it was alvays understood that after the "AT LARGE” Supervieor had
‘been lected that additional menbere of the School Board would be appointed; and
‘WHEREAS, acting under the authority of Section 22-61 of the 1950 Gode of
Virginia, ae amended, the Russell County Board of Supervisors did appoint Clyde
Bootie and Glyde Grizzle to the Russel] County School Board on June 21, 1974; and
WHEREAS, two of the members of the Russell County School Board have
deliberately flaunted the decioion of the duly elected representatives of
Russell County by refusing to aliog che eald Bostic and Grizele to take thet:
‘seats and to have their votes counted on the Russell County School Board and have
thereby caused millions of dollare of Russell County tax Funds co be spent without
proper Legal sanction; and
have accospLiched the above by holding illegal weetinge and electing Legal
chaixmen dn violation of Virginia law and RueselL County School regulations; and
WHEREAS, hie Board has after an exhaustive atudy,coneluded that there
Se much misma
wwenent und waste and politics In the Russell County School system;
NOW, THERKFORI, WH 21 RESOLVED by the Rusnell County Board of Supervisors
that henceforth no tax funds of thie County over $25.00 shall be expended by oF
for the Russell County School. Systen ox any progran under ite Juriadletion wless
At be paid by check countersigned by the Russell Gounty Adeinintrator: and
DM 40 FURTHER RESOLVED, that the Russell County Adwintatrator ts hereby
ordered not to countersign any such check without fret receiving the contract,
order, ox Snvotee upon which the expenditure Le based signed by no Leas than thr
of the five wenbers of the Russell County School Board aa approving the sane;
and
Bi UT FURTHER RESOLVED, that oubject to the lave of Virginia, anyone
elgning any euch check over $25.00 from Russell County funde for any School
Boord expense without a copy of auch signed contract or invoice shall be held
personally Liable for the sane and the Gosmomealth's Attorney ( with the help
of the law firm of Smith, Robinson and Vinyard if necessary) 19 hereby instructed
to take any and all legal proceedings to regain any suns spent or paid in
violation of this resolution
‘The only BXGEPTION to thie resolution ehall be checks to teachers
bus drivers, maintenance personnal, cafeteria. workers, and other school personme/ |
Ihieed for the 1974-75 school Year’ paid for salary under thelr eontracts,” such
salary checks may be pald without the contracta but they must nevertheless be
‘signed by the Gounty Adninietrator.
‘The Vote vas:
Aye: De. Roy Smith, Miles HitIman and R. W. Dickenson
Hernan Puckett abstained from voting,
‘TOWN HALL BUILDING
Richard Cozzolino, Town Manager appeared before the Board with regard
to negotiating sale of old tow hall building to the County. the purchase
price asked was $22,500.00 plus seven yeax free lease for ground Floor acetion
to be used by Fire Department as now being occupied.
Board advised they would consider eaid offer and advise of thelr
decision’ by Thursday of thie week.
RUSSELL COUNTY WATER & SEWER AUTHORTTY
Upon motion made, seconded and duly passed by the Board that the
following naned be and hereby 42 appointed to che Russell County Water and Sewer
Authority Comittee for a three year term to run from 3-6-75 thru 3-6-78;
+ dfobn Minaban
! Pred PALIIps
CBD. Hilton,
AL 8! Conpeon
Séan'Banner (replacing Jack W1Jton) .
uy
COSTS RELATING TO CANNERTES 70
BR PATD FROM RRVENUE, SHARING
Upon motion made, seconded and duly passed by Hoard that W. W. Barrett,
‘Treasurer, be and hereby is directed to pay to Beeson & Besson, Architects,
Charles R. Day, Associate, the amount of $6,371.40 as architect's fee and to
| pay to J. G, Adame Bublders, Ine., $8,802.18 which said amount being due tn
accordance with Certificate for payment no. 1 with regard to work completed
by J. G. Adams, BusAders, Tne. on Castlewood and Honaker Gannerten, 1
rotainage of 10%, Said payments to be charged to Revenve Sharing account.
: ‘The Vote waa:
! Aye: AML mesbors
Nay: None
[ERBANOW INSURANCE AGENCY
Upon motion made, seconded and duly passed that warrants be Sssvod An
payment of premiums die for policy no. SMP 398176 with USF & G $1492.00, :
hla bathg second Instullnent and policy no. 5XL 16 311 IMC Rother & Machinery
policy ~ three year torn $259,00;and plicy OPS 38936 USK & @ Worlwen'e
Compensation $1847, 00
Te 4e further cesolved that coverage on Dente Conmuntty Conter be
added Co coverage LF not alveady inoured
the Vote waa :
Ayer ALL menbers
' Nay: None
DANTE COMMMINETY CENTER
Ne. Gene Hilton appeared befoxe the Board'with regard to materiale
needed to get Dante Comunity Center into operating condition and to get ramp
constructed at butlding, the Board, upon notion made by Herman Puckett, seconded
by De, Roy Saith and duly passed Robert J. Bobie, Gounty Adminsotrator, be
authorized to work with Mx. Tilton in purchasing neeiod equipment for Contes,
and lao authorize Jerry Ingle to construct ramp at Labor bid of $710.00.
DIELS APPROVED
‘Upon motion made, seconded and duly passed that btile, ae presented,
bbe and hereby are approved for payment. .
‘SWORDS GRERK COMMUNITY. CENTER
. Upon motion made, seconded and duly passed that Robert J. Bobi, County
Administrator be ond he hereby ie authorized to work with personnel of Swords
creck Community Center with regard to purchasing needed furnishings and materials
Ad buflaing.
to repair
RUSSELL COUNTY EDUCATION ASSOGTATTON
Cheryl. Wallace, representing Russell County Education Association
appenred before Board and presented signed petitions from teachers of each
county school asking that when considering 75-76 budget that county pay 100%
of health Ineurance coverage; 12% cost of Living expenses and relief from
duty thru Coacher aide of at Least one period each day. Mrs. Wallace state *
that health inourance coverage was first priority and that several Insurance
Conpiinies had been saked to present bids for
dd group coverage.
HIGHWAY DEPARTMENT
upon motion made, seconded and duly passed that following resolution be
adopted:
RESOLUTION
WHEREAS, Secondary Route 637, from Int. Rte, 624 to 0.07 MS Rte. 803,
# distance of 0.10 miles, has been altered, and a new road has been constructed
and approved by the State Highway Conaisstoner, which new road serves the same
citizens as the road so altered; ‘md
WHEREAS, certain sections of this new road follow new locations, these
‘being show on the attached sketch titled, "Changes tn Secéndary System Due
to Relocation and Construction on Route 637, Budget Tten 0637-6054 dated at
Lebanon, Virginia February 24, 1975.
NOW, THEREVORE, BE IT RESOLVED: That the portions.of Secondary Route
637, i.e., Section 4 and 5, show in xed on the sketch titled, “changes in
Secondary System Due to Relocation and Construction on Route 637, Budget Ttem
0637-6054, dated at Lebanon, Virginia February 24, 1975", a total. distance of
0.10 miles, be and hereby is, added to the Secondary System of State Highways,
pursuant to Section 33.1-229 of the Code of Virginia of 1950, as amended;
‘AND PURTHER, that the State Highway Commission be requested to take
necessary action to discontinse the sections of old location, t.e., Section 2
and 3, showm in yellow on the aforenentioned oketch, @ total distance of 0.07
miles, as a part of the secondary System of State Highways as provided in
Section 33.1-150 of the Code of Virginia of 1950, as amended,
i
HXGHWAY DEPARTMENT
Upon motion made, seconded and duly passed by the Board that the follow
ng resolution be adopted:
RESOLUTION
VHEREAS, Secondary Route 636, from Int. Rte. 633, to 0.22 miles §.E.
Rt. 633, a distance of 0,22 miles, has been altered and a new road has been
WHEREAS, certain sections of thts new rond follow ney locations, thes
tivlod, "Changes tn Secondary System Due to
being show on the attached aket
Relocation and Construction on Route 636, Profect 0636-083-133, C501 dated at
Richnond, Virginia 2-20-75."
NOW, THEREFORE, BE IT RESOLVED: That the portions of Secondary Route
636 i.e, section 2, shown in xed on the akotch titled, "Changes dn Secondary
Syatem Due to Relocation and Construction on Route 636, Project 0636-083-133, 0501,
dated at Richsond, Vixginia 2-20-75", n total distance of 0.443 miles, be and
horeby 18, added to the Secondary System of State Highways, pursuant to Section
33,1-229 off the Cole of Virginia of 1950, an ancnded,
‘nd further, that the sectons of old location, 4.8., Section 3, show
{in blue on the aforesention sketeh, a totel distance of 0.14 mites, be, and
tha sane hereby 16 abandoned as a public road, pursuant to Section 33.1-155 of
tha ode of Virginia of 1950, an amended.
1975 Nattonal vtlatite Week Proclamation
‘Upon motion made, seconded and duly passed that the folLoving
resolution be adopted:
RESOLUTION
WIRREAS, the W1d2ife beetowed by Nature upon our world has ever been
4 source of beauty, Inspixation and enjoyent Co the people of Russell county;
and,
WHEREAS, thio same wildlife brings many other benefits to min and
file wivilization; and
WHEREAS, many forns of wildlife aze prospering, many othere need our
help; and ‘
\ WEREAS, eftizen concern Le alway needed, to foster and perpetuate
conditions enhancing survival of wildlife; and
WHEREAS, the preservation of wildlife habitat ie. the single nost importan
factor in wil0LiFe conservation; and.
WHEREAS, the period Maxch 16 ~22, 1975 has been designated as a spectal
time for expression of concern for wildlife habitat; now, therefore,
ME LT RESOLVED, that the Board of Supervisors of Russell County do
hereby join the National WildLite Federation in proclaiming March 16 ~ 22, 1975,
@ National WiLELife Week, uring our efeivenry to affiea with tha Fedevation that:
‘We Care About Wildlife Habitat."
Meotisig adjourned.
fe Prachere BW, Matediensen —
MARCH 6, 1975
At a called meeting of the Russell County Board of Supervisors held at
Courthouse in Lebanon, Va, on March 6, 1975.
PRESENT: R. W. Dickenson, Chatzman .
Miles Hitman
RW. Puckett
DR. Roy Saath
Robert J. Robie, Clerk of Board
Frank Norris, Resident Engineer - Dept, of Highways
Meeting called to order,
Upon motion made by Miles Willman, seconded by Roy Saith and duly passed
by Noard that: following resolution be adopted:
RESOLUTION
WHEREAS, $614,400 vas appropriated 4n the 1974-75 Capital Outlay Budget:
for the construction of the Russell County Vocational, School addition: and
VKEREAS, payments in the asount of $578,742.44 have been made as of
February 3, 1975; and
WHEREAS, Click Construction Gompany representative hae eotinated that
as of June 30, 1975, they will have completed and billed the Russell Gounty
School Board for an addittonal $575,000. in excess of the $614,400. originally
budgeted; and
‘WEREAS, appropriations from the Roard of Supervisois are insufficient
to make full. payment for the additional $575,000. and construction cannot
continue without said appropriation; and
WHEREAS, $75,000 of the requixed $149,500 local matching money 1e available}
and ean be transferred from the County School Operating Budget
WoW, THEREFORE BE IT RESOLVED, that because of the aforementioned reasons,
the Russell, Gounty Schodl Board respectfully requests that the Russell. County
Board of Supervisors increase the Capital Outlay Budget appropriations by
$288,461 thus dtiereasing the Capital Outlay Budget total from $1,225,307 to
91, 513,768,
‘Me LY FURTHER RESOLVED, that the School Board requests that $75,000
be transferred from the County Schoo} Operating Fund to the Capital Outlay
and Debt Service Fmd in oxder that construction may continue on the Russell
County Vocational School addition.
‘The Vote wae:
wave: R, W. Dickenson, Miles Wildman and Roy Smith
R. H, Puckett not present:
‘antuaT, ROAD MBETING
‘The annual 'fodd meeting of representative of the Department of Highways
with the Board of Supervisors and the citizens,‘ saws having been advertiacd as
“requixed by statute, Mrs Frank NorrivpRieident Engineer for the Department
sd with che Board ant
of Highvays for Russell County, met with the Board and diseu
citizens present, the plane and proposals fox the expenditure of che Secondary
Road Funds allocated to Russell Coumty for the £{seal year beginning July 1,
1975, after which digeussion the aenbere of the Board of Supervéaors agreed to
aubmit thelr recommendatdona in order of priority at a later date,
Meeting adjourned.
9 pbrec a ”
u
fat
MARCH 14, 1975
‘At an adjournsd . nooting of tho Russell County Roard of Supervisors on
lPriday the 14th day of March, 1975, held at the Courthouse in Lebanon, Virgink
fat 10:00 a.m,
YRISHNT: Bl. Dickenson, Chadxman
Dr. Roy * Sith
Upori mation made, seconded and duly passed by the Board that the
following resolution be adopted:
RESOLUTION
WHEREAS, the Russell Co
ty Board of Supervisors has had a suit
filed against it by Harold Mitchell and G. B. Yates alleging to be « majority
lof the Russet County Sclieot Board; and
WHEREAS, S. Strothor Swith, TIT, of the law fit of Saith, Robinson
Ij Vinyard, As an Attorney Who it especially knowledgeable about Virginia School
Law and especiatiy with the situation im Russell County; and,
WHEREAS, the Connonveaith's Attorney of Russell County 4s heavily
loverburdoned with the criminal docket of Russell county; .
TUREFORE, BH IT RESOLVED, that tho Commonwealth's Attorney is hereby
Jdirected to retain the assistance of tho law firm of Smith, Robinson § Vinyard
jto draw a11 pleadings and to assist in the arguing of said litigation, at an hourly;
rate of $45.00 por hour, plus-thoix expenses, as invoiced on a monthly basis,
which fo0s, the County Adninistrator is hereby dizectea to pay
Ithe Voto was:
Jaye: R. W. Dickenson, Miles Hillman and Dr. Roy R. ‘Suith
fe. Hh. Puckett not present.
Meoting adjourned
APRIL 7, 1975
At a regular pooting of the Russell County Board of Supervicors
he at the Courthouse in Lebanon on April. 7, 1975, at 10:00 a.m.
PREGHNT: R. W. Dickenson, Chartman
RL. Buekeee
Mites itiliman
Dr. Roy Re Sith
H.'D, Campbell, D. 8.
R. J! Boble, Clerk of Board
Meeting called to order, .
Minutes of meetings of March 3, Narch 6, and Maxeh 14, were read
and approved.
[LRRANON TOWN HALL
seconded and duly passed by the Board that, Toym of,
Lebanon be made the following offer with regard to purchasing the building located
Upon motion made,
at the back of the courthouse formerly used by town offices:
1, $15,000.00 purchase price with five year free Lease resexved
for use by Fire Departuent of lover section of building as now odeupied by eatd
Fire Department; of
April 7, 1975
Secondary Syatem
Addition
Russell County
——
een Virginie 20224
Gentlemen:
Aw requested in the
following is
hereby
Copies:
Mr. A, S. Mattox
Mr, J.P. Mills, Jr.
Mr. A. 8. Brown,
Mr. J. F. Turner cot
Mr. L, H. Dawson, Jee
Mr. Frank Norris’= Lebanon
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Board of Supervisors Action Item A-1
137 Highland Drive Presenter: Chairperson
Lebanon, VA 24266
Meeting: 8/2/21 6:00 PM
Russell County Government Center
137 Highland Drive · Lebanon, Virginia 24266 · (276) 889-8000 · Fax (276) 889-8011
www.russellcountyva.us
Approval of Minutes
Request approval of the minutes from the following meeting:
• Unapproved minutes of July 12, 2021
STAFF RECOMMENDATION(s):
Board discretion
SUGGESTED MOTION(s):
Motion to approve Board Minutes.
ATTACHMENTS:
• Board Minutes
Board of Supervisors Action Item A-1
137 Highland Drive Presenter: Chairperson
Lebanon, VA 24266
Meeting: 8/2/21 6:00 PM
Approval of Minutes
Request approval of the minutes from the following meeting:
© Unapproved minutes of July 12, 2021
STAFF RECOMMENDATION(s):
Board discretion
SUGGESTED MOTION(s):
Motion to approve Board Minutes.
ATTACHMENTS:
* Board Minutes
Russell County Government Center
137 Highland Drive - Lebanon, Virginia 24266 - (276) 889-8000 - Fax (276) 889-8011
www.russellcountyva.us
July 12, 2021
A regular monthly meeting of the Russell County Board of Supervisors was held on Monday, July 12,
2021, beginning Executive (closed) Session at 5:00 pm followed by the regular monthly meeting at 6:00
pm at the Russell County Government Center in Lebanon, Virginia.
The clerk called the meeting to order.
Roll Call by the Clerk:
Present:
Tim Lovelace
Lou Wallace
David Eaton
Steve Breeding
Rebecca Dye
Oris Christian
Lonzo Lester, Clerk
Vicki Porter, Deputy Clerk
Katie Patton, County Attorney
Absent:
Carl Rhea
EXECUTIVE (CLOSED) SESSION
Motion made by Steve Breeding, second Oris Christian and duly approved by the Board of Supervisors to
enter into Executive Session to discuss legal matters, contractual and personnel pursuant to Section 2.2-
3711(A)(1)(3)(5)(7)(8).
The vote was:
Aye: Steve Breeding, Oris Christian, Tim Lovelace, Lou Wallace, Rebecca Dye and David Eaton
Nay: None
Invocation by Chair Rebecca Dye, followed by the Pledge of Allegiance to the Flag.
APPROVAL TO RETURN TO REGULAR SESSION
Motion Steve Breeding, second David Eaton and duly approved by the Board of Supervisors to return to
regular session.
The vote was:
Aye: Steve Breeding, David Eaton, Lou Wallace, Tim Lovelace, Rebecca Dye and Oris Christian
Nay: None
July 12, 2021
A regular monthly meeting of the Russell County Board of Supervisors was held on Monday, July 12,
2021, beginning Executive (closed) Session at 5:00 pm followed by the regular monthly meeting at 6:00
pm at the Russell County Government Center in Lebanon, Virginia.
The clerk called the meeting to order.
Roll Call by the Clerk:
Present:
Tim Lovelace
Lou Wallace
David Eaton
Steve Breeding
Rebecca Dye
Oris Christian
Lonzo Lester, Clerk
Vicki Porter, Deputy Clerk
Katie Patton, County Attorney
Absent:
Carl Rhea
EXECUTIVE (CLOSED) SESSION
Motion made by Steve Breeding, second Oris Christian and duly approved by the Board of Supervisors to
enter into Executive Session to discuss legal matters, contractual and personnel pursuant to Section 2.2-
3711(A)(1)(3)(5)(7)(8).
The vote was:
‘Aye: Steve Breeding, Oris Christian, Tim Lovelace, Lou Wallace, Rebecca Dye and David Eaton
Nay: None
Invocation by Chair Rebecca Dye, followed by the Pledge of Allegiance to the Flag.
APPROVAL TO RETURN TO REGULAR SESSION
Motion Steve Breeding, second David Eaton and duly approved by the Board of Supervisors to return to
regular session.
The vote was:
‘Aye: Steve Breeding, David Eaton, Lou Wallace, Tim Lovelace, Rebecca Dye and Oris Christian
Nay: None
CERTIFICATION OF EXECUTIVE (CLOSED) SESSION
Pursuant to § 2.2-3712(D) of the Code of Virginia 1950, as amended each member of the Board of
Supervisors upon the Roll Call certifies that to the best of their knowledge (I) only public business
matters lawfully exempted from the open meeting requirements under the Virginia Freedom of
Information Act and (ii) only such public business matters that were identified in the motion(s) by which
the closed meeting was convened were heard, discussed, or considered in the meeting by the Board of
Supervisors.
Any member of the Board of Supervisors who believes that there was a departure from the
requirements of clauses (I) and (ii) above shall so state prior to the vote, indicating the substance of the
departure that, in his or her judgment, has taken place.
Are there any who believe a departure has taken place? Seeing none, if you agree that the matters heard,
discussed, or considered during the closed meeting were pursuant only to the motion(s) by which the
closed meeting was convened, please signify by saying aye or yes.
Tim Lovelace – AYE
Lou Wallace – AYE
David Eaton – AYE
Rebecca Dye - AYE
Steve Breeding – AYE
Oris Christian – AYE
Carl Rhea - ABSENT
APPROVAL OF THE AGENDA
Motion made by Steve Breeding, second Tim Lovelace and duly approved by the Board of Supervisors to
approve the agenda as amended.
The vote was:
Aye: Steve Breeding, David Eaton, Lou Wallace, Tim Lovelace, Rebecca Dye and Oris Christian
Nay: None
Presentations
Tim Prater, Clinch Independent Living Services gave an overview of what his organization does and how
they assist the citizens of Russell County.
New Business
APPROVAL OF THE JUNE 07, 2021 MINUTES
Motion made by Lou Wallace, second David Eaton and duly approved by the Board of Supervisors to
approve the June 07, 2021 minutes as presented and dispense with the reading thereof.
Pursuant to § 2.2-3712(D) of the Code of Virginia 1950, as amended each member of the Board of
‘Supervisors upon the Roll Call certifies that to the best of their knowledge (|) only public business
matters lawfully exempted from the open meeting requirements under the Virginia Freedom of
Information Act and (i) only such public business matters that were identified in the motion(s) by which
the closed meeting was convened were heard, discussed, or considered in the meeting by the Board of
Supervisors.
‘Any member of the Board of Supervisors who believes that there was a departure from the
requirements of clauses (I) and (ii) above shall so state prior to the vote, indicating the substance of the
departure that, in his or her judgment, has taken place.
‘Are there any who believe a departure has taken place? Seeing none, if you agree that the matters heard,
discussed, or considered during the closed meeting were pursuant only to the motion(s) by which the
closed meeting was convened, please signify by saying aye or yes.
Tim Lovelace ~ AYE
Lou Wallace - AYE
David Eaton - AYE
Rebecca Dye - AYE
Steve Breeding - AYE
Oris Christian ~ AYE
Carl Rhea - ABSENT
APPROVAL OF THE AGENDA
Motion made by Steve Breeding, second Tim Lovelace and duly approved by the Board of Supervisors to
approve the agenda as amended,
The vote was:
‘Aye: Steve Breeding, David Eaton, Lou Wallace, Tim Lovelace, Rebecca Dye and Oris CI
Nay: None
ian
Presentations
Tim Prater, Clinch Independent Living Services gave an overview of what his organization does and how
they assist the citizens of Russell County.
New Business
APPROVAL OF THE JUNE 07, 2021 MINUTES
Motion made by Lou Wallace, second David Eaton and duly approved by the Board of Supervisors to
approve the June 07, 2021 minutes as presented and dispense with the reading thereof.
The vote was:
Aye: Lou Wallace, David Eaton, Tim Lovelace, Steve Breeding, Rebecca Dye and Oris Christian
Nay: None
APPROVAL OF THE JUNE 17, 2021 MINUTES
Motion made by Steve Breeding, second David Eaton and duly approved by the Board of Supervisors to
approve the June 17, 2021 minutes as presented and dispense with the reading thereof.
The vote was:
Aye: Steve Breeding, David Eaton, Lou Wallace, Tim Lovelace, Rebecca Dye and Oris Christian
Nay: None
APPROVAL OF GENERAL COUNTY INVOICES
Motion made by Steve Breeding, second Lou Wallace and duly approved by the Board of Supervisors to
approve general county invoices in the amount of $749,313.29, including reoccurring and withholdings.
The vote was:
Aye: Steve Breeding, Lou Wallace, David Eaton, Tim Lovelace, Rebecca Dye and Oris Christian
Nay: None
Committee Appointments
APPROVAL TO AMEND THE AGENDA
Motion made by Steve Breeding, second David Eaton and duly approved by the Board of Supervisors to
amend the agenda to include discussion on board and committee appointments.
The vote was:
Aye: Steve Breeding, David Eaton, Lou Wallace, Tim Lovelace, Rebecca Dye and Oris Christian
Nay: None
County Attorney Katie Patton discussed changes that would need to take place for the board members
to have equal representation on county boards and committees.
APPROVAL TO SUSPEND THE BYLAWS UPON THE NOTICE OF THE REQUIREMENT ON THE
AMENDMENT
Motion made by Steve Breeding, second Tim Lovelace to suspend the county bylaws upon notification of
the requirement on the amendment.
The vote was:
Aye: Steve Breeding, Tim Lovelace, David Eaton, Rebecca Dye, Lou Wallace and Oris Christian
Nay: None
The vote was:
‘Aye: Lou Wallace, David Eaton, Tim Lovelace, Steve Breeding, Rebecca Dye and Oris Christian
Nay: None
‘APPROVAL OF THE JUNE 17, 2021 MINUTES
Motion made by Steve Breeding, second David Eaton and duly approved by the Board of Supervisors to
approve the June 17, 2021 minutes as presented and dispense with the reading thereof.
The vote was:
‘Aye: Steve Breeding, David Eaton, Lou Wallace, Tim Lovelace, Rebecca Dye and Oris Christian
Nay: None
APPROVAL OF GENERAL COUNTY INVOICES,
Motion made by Steve Breeding, second Lou Wallace and duly approved by the Board of Supervisors to
approve general county invoices in the amount of $749,313.29, including reoccurring and withholdings.
The vote was:
‘Aye: Steve Breeding, Lou Wallace, David Eaton, Tim Lovelace, Rebecca Dye and Oris Christian
Nay: None
Committee Appointments
APPROVAL TO AMEND THE AGENDA
Motion made by Steve Breeding, second David Eaton and duly approved by the Board of Supervisors to
amend the agenda to include discussion on board and committee appointments.
The vote was:
‘Aye: Steve Breeding, David Eaton, Lou Wallace, Tim Lovelace, Rebecca Dye and Oris Christian
Nay: None
County Attorney Katie Patton discussed changes that would need to take place for the board members
to have equal representation on county boards and committees.
APPROVAL TO SUSPEND THE BYLAWS UPON THE NOTICE OF THE REQUIREMENT ON THE
‘AMENDMENT
Motion made by Steve Breeding, second Tim Lovelace to suspend the county bylaws upon notification of
the requirement on the amendment.
The vote was:
‘Aye: Steve Breeding, Tim Lovelace, David Eaton, Rebecca Dye, Lou Wallace and Oris Christian
Nay: None
MOTION FOR EQUAL REPRESENTATION ON COUNTY BOARDS AND COMMITTEES
Motion made by Steve Breeding, second Tim Lovelace and duly approved by the Board of Supervisors
concerning all Russell County committees, authorities, or boards where the applicable Articles and/or
By-Laws (of that board, authority, or committee) does not specify a number of members, that the
number of members on those boards, authorities, or committees be set at the number of elected
members of the Russell County Board of Supervisors. And, that one appointment to each respective
board, authority, or committee be made by each Supervisor from the citizens residing in the Voting
District that the Supervisor represents. And, in the case of the Supervisor At Large, said Supervisor At
Large may make appointments from any citizen of Russell County. And, that on any boards, authorities,
or committees where the number of members required is larger than the number of members of the
Russell County Board of Supervisors, that each Board of Supervisor will have one appointment to that
board, authority, or committee from the voting district that each Supervisor represents and the
remaining number of required members of the board, authority, or committee will be appointed as
specified in their Articles or By-Laws, or by any applicable legislation associated with that board,
committee, or authority or by general nomination and election by the entire Board of Supervisors from
any citizen of Russell County. And that on any boards, authorities, or committees where the number of
members required is smaller than the number of members of the Russell County Board of Supervisors,
that those members will be appointed by general nomination and election by the entire Board of
Supervisors from any citizen of Russell County pending approval by legal counsel.
The vote was:
Aye: Steve Breeding, David Eaton, Lou Wallace, Tim Lovelace, Rebecca Dye and Oris Christian
Nay: None
APPROVAL TO TABLE COMMITTEE AND BOARD APPOINTMENTS
Motion made by Steve Breeding, second David Eaton and duly approved by the Board of Supervisors to
table all the appointments listed on the July 12, 2021 agenda.
The vote was:
Aye: Steve Breeding, David Eaton, Lou Wallace, Tim Lovelace, Rebecca Dye and Oris Christian
Nay: None
Citizens Comment
The Chair opened citizens comment period.
Kelly M. Delph, RCPL presented the quarterly report for the library.
Amanda Thomas, representing Star Ministries outlined what services the non-profit provides for Russell
County. She stated that they needed a building for the ministry.
Michelle Vance, Castlewood commented that Star Ministries provides a lot of assistance to the county
citizens.
The Chair closed citizens comment period.
MOTION FOR EQUAL REPRESENTATION ON COUNTY BOARDS AND COMMITTEES
Motion made by Steve Breeding, second Tim Lovelace and duly approved by the Board of Supervisors
concerning all Russell County committees, authorities, or boards where the applicable Articles and/or
By-Laws (of that board, authority, or committee) does not specify a number of members, that the
number of members on those boards, authorities, or committees be set at the number of elected
members of the Russell County Board of Supervisors. And, that one appointment to each respective
board, authority, or committee be made by each Supervisor from the citizens residing in the Voting
District that the Supervisor represents. And, in the case of the Supervisor At Large, said Supervisor At
Large may make appointments from any citizen of Russell County. And, that on any boards, authorities,
or committees where the number of members required is larger than the number of members of the
Russell County Board of Supervisors, that each Board of Supervisor will have one appointment to that
board, authority, or committee from the voting district that each Supervisor represents and the
remaining number of required members of the board, authority, or committee will be appointed as
specified in their Articles or By-Laws, or by any applicable legislation associated with that board,
committee, or authority or by general nomination and election by the entire Board of Supervisors from
any citizen of Russell County. And that on any boards, authorities, or committees where the number of
members required is smaller than the number of members of the Russell County Board of Supervisors,
that those members will be appointed by general nomination and election by the entire Board of
Supervisors from any citizen of Russell County pending approval by legal counsel.
The vote was:
‘Aye: Steve Breeding, David Eaton, Lou Wallace, Tim Lovelace, Rebecca Dye and Oris Christian
Nay: None
APPROVAL TO TABLE COMMITTEE AND BOARD APPOINTMENTS
Motion made by Steve Breeding, second David Eaton and duly approved by the Board of Supervisors to
table all the appointments listed on the July 12, 2021 agenda.
The vote was:
‘Aye: Steve Breeding, David Eaton, Lou Wallace, Tim Lovelace, Rebecca Dye and Oris Christian
Nay: None
Citizens Comment
The Chair opened citizens comment period.
Kelly M. Delph, RCPL presented the quarterly report for the library.
‘Amanda Thomas, representing Star Mi
County.
istries outlined what services the non-profit provides for Russell
Michelle Vance, Castlewood commented that Star Ministries provides a lot of assistance to the county
citizens.
The Chair closed citizens comment period.
County Attorney Reports and Requests
Katie Patton, County Attorney discussed several issues that included Continuity of Government
Ordinance, Project Jonah, Sun Disposal Site, Cleveland School, Givens School, and the opioid litigation.
CANCELLATION OF THE EMERGENCY CONTINUITY OF GOVERNMENT ORDINANCE
Motion made by David Eaton, second Steve Breeding and duly approved by the Board of Supervisors to
cancel the Emergency Continuity of Government Services Ordinance effective immediately.
The vote was:
Aye: Steve Breeding, David Eaton, Lou Wallace, Tim Lovelace, Rebecca Dye and Oris Christian
Nay: None
The Chairperson appointed Rebecca Dye and Tim Lovelace to a committee to review Project Jonah
requests for qualifications.
APPROVAL OF SUN DISPOSAL SITE PURCHASE
Motion made by Lou Wallace, second Oris Christian and duly approved by the Board of Supervisors to
approve the Sun Disposal Site Purchase with modifications.
The vote was:
Aye: Lou Wallace, Oris Christian, David Eaton, Steve Breeding, Rebecca Dye and Tim Lovelace
Nay: None
PUBLIC HEARING TO BE HELD ON AUGUST 02, 2021 ON THE CLEVELAND SCHOOL PROPERTY
Motion made by Steve Breeding, second Oris Christian and duly approved by the Board of Supervisors to
hold a public hearing on the Cleveland School Property Monday, August 02, 2021 at 6:00 pm.
The vote was:
Aye: Steve Breeding, Oris Christian, David Eaton, Lou Wallace, Rebecca Dye and Tim Lovelace
Nay: None
PUBLIC HEARING TO BE HELD ON AUGUST 02, 2021 ON THE GIVENS SCHOOL LEASE
Motion made by David Eaton, second Steve Breeding and duly approved by the Board of Supervisors to
hold a public hearing on the Givens School Lease on Monday, August 02, 2021, at 6:00 pm.
The vote was:
Aye: Steve Breeding, David Eaton, Lou Wallace, Tim Lovelace, Rebecca Dye and Oris Christian
Nay: None
County Attorney Reports and Requests
Katie Patton, County Attorney discussed several issues that included Continuity of Government
Ordinance, Project Jonah, Sun Disposal Site, Cleveland School, Givens School, and the opioid litigation.
CANCELLATION OF THE EMERGENCY CONTINUITY OF GOVERNMENT ORDINANCE
Motion made by David Eaton, second Steve Breeding and duly approved by the Board of Supervisors to
cancel the Emergency Continuity of Government Services Ordinance effective immediately.
The vote was:
‘Aye: Steve Breeding, David Eaton, Lou Wallace, Tim Lovelace, Rebecca Dye and Oris Christian
Nay: None
The Chairperson appointed Rebecca Dye and Tim Lovelace to a committee to review Project Jonah
requests for qualifications.
APPROVAL OF SUN DISPOSAL SITE PURCHASE
Motion made by Lou Wallace, second Oris Christian and duly approved by the Board of Supervisors to
approve the Sun Disposal Site Purchase with modifications.
The vote was:
Aye: Lou Wallace, Oris Christian, David Eaton, Steve Breeding, Rebecca Dye and Tim Lovelace
Nay: None
PUBLIC HEARING TO BE HELD ON AUGUST 02, 2021 ON THE CLEVELAND SCHOOL PROPERTY
Motion made by Steve Breeding, second Oris Christian and duly approved by the Board of Supervisors to
hold a public hearing on the Cleveland School Property Monday, August 02, 2021 at 6:00 pm.
The vote was:
Aye: Steve Breeding, Oris Christian, David Eaton, Lou Wallace, Rebecca Dye and Tim Lovelace
Nay: None
PUBLIC HEARING TO BE HELD ON AUGUST 02, 2021 ON THE GIVENS SCHOOL LEASE
Motion made by David Eaton, second Steve Breeding and duly approved by the Board of Supervisors to
hold a public hearing on the Givens School Lease on Monday, August 02, 2021, at 6:00 pm.
The vote was:
Aye: Steve Breeding, David Eaton, Lou Wallace, Tim Lovelace, Rebecca Dye and Oris Christian
Nay: None
County Administrator Reports & Requests
APPROVAL TO MOVE FORWARD WITH OPIOID LITIGATION
Motion made by Lou Wallace, second David Eaton and duly approved by the Board of Supervisors to
allow counsel to vote “yes” and move forward with the opioid litigation.
The vote was:
Aye: Lou Wallace, David Eaton, Tim Lovelace, Steve Breeding, Rebecca Dye and Oris Christian
Nay: None
APPROVAL OF A RESOLUTION TO NAME A RTE. 58 LOCATION THE SFC FRED TAYLOR HIGHWAY
Motion made by Lou Wallace, second Oris Christian and duly approved by the Board of Supervisors to
approve a Resolution supporting Sergeant First Class Fred Taylor, U.S. Army Special Forces (Green
Berets) – Naming of Rte. 58 Location at the Castlewood U.S. Post Office as the “SFC Fred Taylor
Memorial Highway”.
The vote was:
Aye: Lou Wallace, Oris Christian, Tim Lovelace, David Eaton, Steve Breeding and Rebecca Dye
Nay: None
APPRVOAL OF A CDBG GRANT FOR THE BELFAST WATERLINE EXTENSION PROJECT, PHASE 3
Motion made by David Eaton, second Steve Breeding and duly approved by the Board of Supervisors to
approve a Virginia CDBG Grant for the Belfast Waterline Extension Project, Phase 3.
The vote was:
Aye: Steve Breeding, David Eaton, Lou Wallace, Tim Lovelace, Rebecca Dye and Oris Christian
Nay: None
MOTION TO APPROVE THE INNOVATION STARLINK BROADBAND CONTRACT
Motion made by Lou Wallace, second Oris Christian to approve the Innovation Starlink broadband
contract.
The vote was:
Aye: Lou Wallace and Oris Christian
Nay: Steve Breeding, David Eaton, Rebecca Dye and Tim Lovelace
MOTION FAILED.
APPROVAL TO EXPEND AMERICAN RESCUE ACT PLAN FUNDS
Motion made by David Eaton, second Steve Breeding and duly approved by the Board of Supervisors to
approve the expending of American Rescue Plan Act funds for fire departments, rescue squads, fire
hydrants, food pantries, public library, and sheriff’s department.
APPROVAL TO MOVE FORWARD WITH OPIOID LITIGATION
Motion made by Lou Wallace, second David Eaton and duly approved by the Board of Supervisors to
allow counsel to vote “yes” and move forward with the opioid litigation.
The vote was:
‘Aye: Lou Wallace, David Eaton, Tim Lovelace, Steve Breeding, Rebecca Dye and Oris Christian
Nay: None
APPROVAL OF A RESOLUTION TO NAME A RTE. 58 LOCATION THE SFC FRED TAYLOR HIGHWAY
Motion made by Lou Wallace, second Oris Christian and duly approved by the Board of Supervisors to
approve a Resolution supporting Sergeant First Class Fred Taylor, U.S. Army Special Forces (Green
Berets) — Naming of Rte. 58 Location at the Castlewood U.S. Post Office as the “SFC Fred Taylor
Memorial Highway”.
The vote was:
‘Aye: Lou Wallace, Oris Christian, Tim Lovelace, David Eaton, Steve Breeding and Rebecca Dye
Nay: None
APPRVOAL OF A CDBG GRANT FOR THE BELFAST WATERLINE EXTENSION PROJECT, PHASE 3
Motion made by David Eaton, second Steve Breeding and duly approved by the Board of Supervisors to
approve a Virginia CDBG Grant for the Belfast Waterline Extension Project, Phase 3.
The vote was:
‘Aye: Steve Breeding, David Eaton, Lou Wallace, Tim Lovelace, Rebecca Dye and Oris Christian
Nay: None
MOTION TO APPROVE THE INNOVATION STARLINK BROADBAND CONTRACT
Motion made by Lou Wallace, second Oris Christian to approve the Innovation Starlink broadband
contract.
The vote was:
‘Aye: Lou Wallace and Oris Christian
Nay: Steve Breeding, David Eaton, Rebecca Dye and Tim Lovelace
MOTION FAILED.
‘APPROVAL TO EXPEND AMERICAN RESCUE ACT PLAN FUNDS
Motion made by David Eaton, second Steve Breeding and duly approved by the Board of Supervisors to
approve the expending of American Rescue Plan Act funds for fire departments, rescue squads, fire
hydrants, food pantries, public library, and sheriff's department.
The vote was:
Aye: Steve Breeding, David Eaton, Lou Wallace, Tim Lovelace, Rebecca Dye and Oris Christian
Nay: None
PUBLIC HEARING TO BE HELD ON VDOT RTE.637 DISCONTINUED BRIDGE
Motion made by David Eaton, second Steve Breeding to hold a public hearing on Monday, August 02,
2021, on a VDOT Rte. 637 Discontinued bridge- prescriptive easement right of way – 30-foot width &
0.02- mile length.
The vote was:
Aye: Steve Breeding, David Eaton, Lou Wallace, Tim Lovelace, Rebecca Dye and Oris Christian
Nay: None
AUTHORIZATION TO HIRE A PART TIME EMERGENCY MANAGEMENT COORDINATOR
Motion made by Steve Breeding, second David Eaton and duly approved by the Board of Supervisors to
authorize the County Administrator to hire a part time emergency management coordinator.
The vote was:
Aye: Steve Breeding, David Eaton, Lou Wallace, Tim Lovelace, and Rebecca Dye
Nay: Oris Christian
RUSSELL COUNTY TOURISM COORDINATOR RESIGNATION ACCEPTED
Motion made by David Eaton, second Lou Wallace and duly approved by the Board of Supervisors to
accept the resignation Russell County Tourism Coordinator Heather Powers effective July 06, 2021.
The vote was:
Aye: David Eaton, Lou Wallace, Tim Lovelace, Steve Breeding, Rebecca Dye and Oris Christian
Nay: None
APPROVAL OF A TRAVEL REQUSEST FOR THE COMMISSIONER OF THE REVENUE DEPARTMENT
Motion made by David Eaton, second Lou Wallace and duly approved by the Board of Supervisors a
travel request from the Commissioner of the Revenue Department.
The vote was:
Aye: David Eaton, Lou Wallace, Tim Lovelace, Steve Breeding, Rebecca Dye and Oris Christian
Nay: None
The vote was:
‘Aye: Steve Breeding, David Eaton, Lou Wallace, Tim Lovelace, Rebecca Dye and Oris Christian
Nay: None
PUBLIC HEARING TO BE HELD ON VDOT RTE.637 DISCONTINUED BRIDGE
Motion made by David Eaton, second Steve Breeding to hold a public hearing on Monday, August 02,
2021, on a VDOT Rte. 637 Discontinued bridge- prescriptive easement right of way ~ 30-foot width &
0.02- mile length.
The vote was:
‘Aye: Steve Breeding, David Eaton, Lou Wallace, Tim Lovelace, Rebecca Dye and Oris Christian
Nay: None
AUTHORIZATION TO HIRE A PART TIME EMERGENCY MANAGEMENT COORDINATOR
Motion made by Steve Breeding, second David Eaton and duly approved by the Board of Supervisors to
authorize the County Administrator to hire a part time emergency management coordinator.
The vote was:
‘Aye: Steve Breeding, David Eaton, Lou Wallace, Tim Lovelace, and Rebecca Dye
Nay: Oris Christian
RUSSELL COUNTY TOURISM COORDINATOR RESIGNATION ACCEPTED
Motion made by David Eaton, second Lou Wallace and duly approved by the Board of Supervisors to
accept the resignation Russell County Tourism Coordinator Heather Powers effective July 06, 2021.
The vote was:
‘Aye: David Eaton, Lou Wallace, Tim Lovelace, Steve Breeding, Rebecca Dye and Oris Christian
Nay: None
APPROVAL OF A TRAVEL REQUSEST FOR THE COMMISSIONER OF THE REVENUE DEPARTMENT
Motion made by David Eaton, second Lou Wallace and duly approved by the Board of Supervisors a
travel request from the Commissioner of the Revenue Department.
The vote was:
‘Aye: David Eaton, Lou Wallace, Tim Lovelace, Steve Breeding, Rebecca Dye and Oris Christian
Nay: None
APPROVAL OF A VCEDA ECONOMIC DEVELOPMENT AUTHORITY RESOLUTION
Motion made by David Eaton, second Steve Breeding and duly approved by the Board of Supervisors
approve a Virginia Coalfield Economic Development Authority Resolution concerning Virginia’s General
Assembly 2021 Commission.
The vote was:
Aye: Steve Breeding, David Eaton, Lou Wallace, Tim Lovelace and Rebecca Dye
Nay: None
Abstain: Oris Christian
APPROVAL TO HIRE A FULL TIME SOLID WASTE TRUCK DRIVER
Motion made by David Eaton, Lou Wallace and duly approved by the Board of Supervisors to hire a full-
time solid waste truck driver.
The vote was:
Aye: David Eaton, Lou Wallace, Tim Lovelace, Steve Breeding, Rebecca Dye and Oris Christian
Nay: None
APPROVAL TO REQUIRE MONTHLY REPORTS FROM THE RUSSELL COUNTY SCHOOL SYSTEM AND THE
DEPARTMENT OF SOCIAL SERVICES
Motion made by Steve Breeding, second David Eaton and duly approved by the Board of Supervisors to
instruct the County Administrator to require detailed written monthly reports of expenditures of the
previous month from the Russell County School System and the Russell County Department of Social
Services. This is not intended to hold up disbursements of the already allocated funds, but to have a
better understanding of how and when those allocated funds are spent throughout the budget year. As
allowed in last paragraph on page 3 of the recently passed Russell County Budget Resolution for the
budget year beginning July 1, 2021, and ending June 30, 2022, which states; "In addition, the County
Administrator may require written reports on how previous allocation(s) was/were spent before any
further disbursements are made".
The vote was:
Aye: Steve Breeding, David Eaton, Tim Lovelace, Lou Wallace and Oris Christian
Nay: None
Abstain: Rebecca Dye
MOTION TO ADJOURN
Motion made by Lou Wallace, second David Eaton and duly approved by the Board of Supervisors to
adjourn.
The vote was:
Aye: David Eaton, Lou Wallace, Tim Lovelace, Steve Breeding, Rebecca Dye and Oris Christian
Nay: None
APPROVAL OF A VCEDA ECONOMIC DEVELOPMENT AUTHORITY RESOLUTION
Motion made by David Eaton, second Steve Breeding and duly approved by the Board of Supervisors
approve a Virginia Coalfield Economic Development Authority Resolution concerning Virginia’s General
‘Assembly 2021 Commission.
The vote was:
Aye: Steve Breeding, David Eaton, Lou Wallace, Tim Lovelace and Rebecca Dye
Nay: None
Abstain: Oris Christian
APPROVAL TO HIRE A FULL TIME SOLID WASTE TRUCK DRIVER
Motion made by David Eaton, Lou Wallace and duly approved by the Board of Supervisors to hire a full-
time solid waste truck driver.
The vote was:
‘Aye: David Eaton, Lou Wallace, Tim Lovelace, Steve Breeding, Rebecca Dye and Oris Christian
Nay: None
APPROVAL TO REQUIRE MONTHLY REPORTS FROM THE RUSSELL COUNTY SCHOOL SYSTEM AND THE
DEPARTMENT OF SOCIAL SERVICES
Motion made by Steve Breeding, second David Eaton and duly approved by the Board of Supervisors to
instruct the County Adi
previous month from the Russell County School System and the Russell County Department of Social
Services. This is not intended to hold up disbursements of the already allocated funds, but to have a
better understanding of how and when those allocated funds are spent throughout the budget year. As
allowed in last paragraph on page 3 of the recently passed Russell County Budget Resolution for the
budget year beginning July 1, 2021, and ending June 30, 2022, which states; "In addition, the County
Administrator may require written reports on how previous allocation(s) was/were spent before any
further disbursements are made".
istrator to require detailed written monthly reports of expenditures of the
The vote was:
‘Aye: Steve Breeding, David Eaton, Tim Lovelace, Lou Wallace and Oris Christian
Nay: None
Abstain: Rebecca Dye
MOTION TO ADJOURN
Motion made by Lou Wallace, second David Eaton and duly approved by the Board of Supervisors to
adjourn.
The vote was:
‘Aye: David Eaton, Lou Wallace, Tim Lovelace, Steve Breeding, Rebecca Dye and Oris Christian
Nay: None
________________________________ _______________________________
Clerk of the Board Chairperson
Clerk of the Board Chairperson
Board of Supervisors Action Item A-2
137 Highland Drive Presenter: Chairperson
Lebanon, VA 24266
Meeting: 8/2/21 6:00 PM
Russell County Government Center
137 Highland Drive · Lebanon, Virginia 24266 · (276) 889-8000 · Fax (276) 889-8011
www.russellcountyva.us
Approval of Expenditures
Request approval of the County’s July 2021 Monthly Expenditures:
STAFF RECOMMENDATION(s):
County’s July 2021 Monthly Expenditures are in compliance with budget and operational services.
SUGGESTED MOTION(s):
Motion to approve County’s July 2021 Monthly Expenditures.
ATTACHMENTS:
• July 2021 Monthly Expenditures
Board of Supervisors Action Item A-2
137 Highland Drive Presenter: Chairperson
Lebanon, VA 24266
Meeting: 8/2/21 6:00 PM
Approval of Expenditures
Request approval of the County's July 2021 Monthly Expenditures:
STAFF RECOMMENDATION(s):
County's July 2021 Monthly Expenditures are in compliance with budget and operational services.
SUGGESTED MOTION(s):
Motion to approve County's July 2021 Monthly Expenditures.
ATTACHMENTS:
+ July 2021 Monthly Expenditures
Russell County Government Center
137 Highland Drive - Lebanon, Virginia 24266 - (276) 889-8000 - Fax (276) 889-8011
www.russellcountyva.us
pos 7/28/2021
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So2/2021 7/13/2021 000198 Dominion OFFICE 134021 io 33180 3510 a100-o73010-s401-
£/02/2021 10/27/2020 000138 DOMINION OFFICE 125853 50.76 Bolte 4209-o12090-s¢01-
02/2021 3/12/2021 000138 DoMiNzoN OFFICE 130305 33.58 33138 $100"012080-se01-
02/202: 4/09/2021 000198 DOMINION 31220, 2ales 2ele3 4100-012090-5401-
8/02/2022 3/12/2021 000138 DomiNION 331220.2 3137 9°37 4100-012090-se0-
8/02/2022 4/20/2021 000198 DOMINION paver 302/24 12124 $100-012090-5401-
8702/2021 $/27/2021 060198 DOMINION a2 jets ‘alta 4100-025010-3¢01-
8/02/2022 6/22/2021 000138 DOMINION 33152 33.38 39198 s100-c22010-se15-
8/02/2021 6/23/2021 900198 DowiNiON pesrred ise 22180 4100-013010-s401-
02/2021 7/07/2021 000198 DOMINION 33850, s0lss 40158 4100-012090-
8/02/2023 7/36/2021 000198 DOMINION 334203, 26180 26's0 4100-022090-se01-
8/02/2021 7/23/2021 000198 DOMINION asazas Die 37120 S20a-aa2060-s801-
8/02/2021 7/22/2021 000198 DOMINION peretd ae Biles 4200-oa2400-s401-
3/02/2021 7/27/2021 000198 DOMINION OFFICE 134450 22 232.42 _4200-0e3020-5e05-
2,836.50 2,856.60 *
1/02/2021 7/03/2021 006666 ENTERPRISE FLEE FawA733515, 16,749.46 26\7a9 142 "4200-023020-5408-
16,49 46 iel7as a6 +
1/02/2021 7/23/2021 ovt0z0 FERGUSON ENTERP 2180927 Ftreery 108165 "«100-063020-5407-
8/02/2021 6/29/2023 000230 FIRE PROTECTION 4562 $80.00, 58000 "«100-063020-3008-
1/02/2022 2/12/2022 002262 FIRST IMPRESSIO 102479/2 35.00, 55.00 4200-022030-5433-
55100 58.00
9/02/2022 6/20/2022 001445 FISHER AUTO PAR 397-266642 23.81 23e1 4200-043020-5407-
8/02/2021 6/29/2023 O0ie4s FISHER AUTO PAR 397 266875, Gan 6164 <200-ca3020-se07—
8/02/2022 7/07/2022 Obieas FISHER AUTO PAR 397-266913, 177.08 ao7l9g £100-043020-3004-
8/02/2022 2/35/2023 Opieas FISHER AUTO PAR 397267154 eae Gelse 4200-o430a0-5407-
s/o2/202i 7/19/2023 ooiess PAR 397-267266 $129 $129 ¢iee-o32020-se0
340138 Preerag
e/02/2021 7/08/2023 003706 2612642 300.99 300139 _«100-042400-s407
300.99 500139 +
28/02/2021 7/06/2021 003676 GENTRY LOCKE AT 287762 23,002.79 13,002:79 _4100-011010-3002-
s/o2/202i 6/25/2021 004873 HALELOEN PUBLIS 8549586 358122 356121 4100-022010-se1s-
1/02/2021 3/19/2021 004664 HOME TOM HARDY 25565 325% 12198 "4100-072020-s407-
peers Frere
e/oz/zozt 7/02/2021 000314 MUFFHAN'S TIRE 07012021 336.00, 336100 _4100-032020-5¢0
336.00 336100 +
e/oz/2022 6/25/2021 003866 TaNOVATIVE TECH 2060 ni2's0, 212's0 4100-031020-3005-
8/02/202i 7/23/2021 003866 iHNOVATIVE THCH 2676 3,562150 3,562.50 4100-012300-3002-
702/202 3/23/2021 oo3eee ZNMOVATIVE TECH 2677 30/08 280109. 4l00-012300-3002-
7/02/2021 7/23/2021 003866 IANOVATIVE TECH 2070 alse Eizi80 4i00-s2300-a902-
8702/2021 7/23/2021 003866 ZNOVATIVE TECH 2860 35.00 38.00
‘Shoo-o7a010-3001-
ares 7/28/2021
~eonsz0ai
02/2021
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1/02/2022
8/02/2021
9/02/2022
1/02/2022
9/02/2023
9/02/2022
8/02/2022
8/02/2022
8/02/2021
8/02/2021
8/02/2021
2702/2021
2/02/2021
8/02/2021
8/02/2021
8/02/2022
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02/202)
02/2021
02/2021
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ay02/2022
9/02/2021
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2/02/2021
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02/2021
02/202
92/202
8/02/2023
8/02/2022
8/02/202:
8/02/2022
2702/202
2/02/2022
A/P CASH REQUIREMENTS PRE-LIST COMPANY 4-002 FUND#G100 pace
0.DATE_ vewDoR zwvorce nos aw. NET OURT ¢/t Accourr 2.0.
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3/23/202 003866 TINOVATIVE TECH 2686 262.50 2eaiso €100-032080-3005- >>
4.762150 4,762.50 +
2/01/2021 000237 JOHNSON PEST CO 4227 45800, 458,00 4100-043020-3008- =~
2/01/2021 900337 JOuNSON PEST CO 4230 458.00 [e800 ¢ioo-gea020-3008.
$36.09, Sie.00 +
8/02/2021 006872 JONES, CLARENCE 06022021 3°35 S153 “sn00-oaso10-seos- --
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7/35/2021 001381 xARCO 2428524 10 58.05 38103 "4100-073010-seo2-
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7/23/2021 006ses LEAP aaasisse 2 95.82 88.82 4100-072010-2002- -
33s 35.82 +
6/01/2022 000367 LEBANON BLOCK & 431013 i338 '4200-062400-5407---
6/02/3021 0036 LesawoN aLock © 432022 gies ‘oo-oacoro-7ese
5/08/2023 000367 LEBANON BLOCK & 432212 26.65 bocaseoo-sae7- =
6/10/2021 000367 LEpaNON SLOcK © 432544 39:20, Eoo-osso20-se07) >
6/14/2021 000367 LESAKON BLOCK « 433156 273s ‘iee-easoze-sa7-
6/15/2021 000367 LEBANON BLOCK © 433313 S565 Hoo-ovaeso-sao7- >
6/16/2021 00036? LEBANON BLOCK £ 433695 36.18 ‘ioa-caacoo-seo?-
6/16/2021 000367 LEBANON BLOCK & 433506 3175 Shea-esaoza-7086-
6/17/2021 000367 LEBANON BLOCK = 433710 25.13 ‘iee-eesoze-seor- |
6/17/2021 000367 LEBANON BLOCK & 433790, 33.75 ‘ioo-ceaoza-sao- =
£/20/2021 000367 LESANON BLOCK © 43869 5307 Hes-eeacoe-seo7-
€/20/2021 000367 LEBAROR BLOCK © 435175. 220/99 Stoo-oeaeog-sea7-
6/29/2021 000367 LEBANON BLOCK & 435338, 3263 Boo-osgoao-seo7 >
£/30/2021 000367 LEBANON BLOCK £ <36se3 32.25 ‘hoo-oeaez0-seo7-
Sra0/aoai 000367 LEBANON BLOCK & 438679 feo-oeaeao-selys |
7/23/2021 060367 LEBANON BLOCK & 439419 2e9 "a5 Hoo-osaeco-sa- >>
2158/82
7/03/2021 004037 LIBRARY IDEAS 60659 1 ieei-00 ‘shoo-o7010-seut- ==
9/02/2021 cosess wagnrorr viRciN 08022022 ry Sera az00-o12020-s504- ==
8/02/2021 oosees MARRIOT? VIRGIN 08032021 748100 Heo-osieie-ssoa) >
2,308.72
7/39/2021 003681 MEADE TRACTOR 11184169 342152 a200-o72040-s407- ==
$/25/2022 003123 ovmerLLY AUTO P 05252021 3195 ‘4200-c4a24o0-s407- =~
6/29/2021 003062 OVERDRIVE INC 015790A21275932 10 2700 ‘s100-073010-s432-
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7/01/2021 002866 PROQUEST 79662618 20 2,460"16 aueo-ovae1e-saan- ==
6/21/2022 002022 RICOH AMERICAS 5062247428, a0 ae S1!a8 “¢1o0-o72010-2002- =
3/ie/2021 coaeia Ricon AMERICAS 3530812, 56.37 56.57 sioo-ossoio-saan- >
3/18/2022 co2ai2 RicoM AMERICAS 35305402, aoa b4l03 fioocoasoiosaan- =
7/16/2021 002812 RICOH AMERIERS 35308754 255.60, 253.40 aipo-cizoe-s00s-
3/16/2021 oo2ai2 RICOM AMERICAS 35305765 isa'ss iSels9 4ioo-os20s0-se0r- >>
3/26/2021 902032 BicoH AMERICAS 35306¢«2 2683 ales dieo-oaaoio-sais- >
3/16/2021 002832 RICOH AMERICAS 35306555. ais.is, aielis €io0“03z0s073005- 2 >
16/2021 002812 RICOH AMERICAS 35306638 100/56 fools éioo-o3a0s0-sear- >
3/ie/2021 002812 RIGOR AMERICAS 35306832 156.90 feels ei00-922020-3005- >
3/36/2021 002812 RICOM AMERICAS 35306932 380199 ietl3e feo-oai020-3008- >
2,218.42 aaielas
7/22/2021 904406 RIVISTAS SUBSCR 23093 20 21008.95 “¢1c0-o73020-se21- ~
apes 7/28/2021
pus pare
3703/202
a/o2/202x
8/02/2021
8/02/2022
02/2022
9/02/2022
3702/2022
9/02/2023
8702/2021
9702/2021
8/02/2022
8702/2022
8/02/2022
8/02/2022
8/02/2021
8/02/2021
8/02/202%
8/02/202
e/o2/202
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9/02/2022
2702/2022
a/02/2022
02/2021
9702/2022
9/02/2022
e/02/2022
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8/02/2021
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7/02/2022
2/02/2022
802/202;
A/P CASH REQUIREMENTS PRE-LIST COMPARY 4-002 FUND#AI00 Pace
Iav.DATE_ VENDOR meworce cuass __cRoss avr NEP AOU g/t Accour 20
3723/2021 do4aoe RIVIGTAS SURSTR 13099 70 265.57 ST l00-073020-S431- -
2,258.36 36
7/14/2021 000578 RUSSELL COUT 07142021 921293 75 35 “4200-035030-3001-
52,293.75 15+
4/06/2021 004632 RUSSELL COUNTY 07072022 62150 30 "4200-o7210¢0-5203- -
3/06/2021 Goas32 RUSSELL CouNTY 07072021, 58.50 30 4200-0710¢0-5203-—
G/oe/adal Ooeea2 RUSSELL COUNTY 07072021 62150 2 4la0-o7s0¢0-s203-
43/6/2021 Soaga2 RUSSELL COUNTY 07072021, 250.27 27 fioe-o7iae0-s203- | >
7/oe/20ai ooeea2 RUSSELL COUNTY 07072021 31.25 23 ioo-ocaga0-s203-
3706/2021 o0ee32 RUSSELL COUNTY 07072021 ais 2 $ioo-cesaz0-s203- >
b/o2/20a1 oosea2 uSsELL courTy 00022021 a 62180 30 ‘ioo-ovieso-si03- >
8/02/2021 ooeea2 RUSSELL COUNTY 080220: i 56.80 Hoo-ortece-siea-
8/02/2021 o0se32 aUSSELL Coury 08022022 a 2150 fioo-onioeo-s203- >
02/2021 dosea2 RUSSELL COUNTY 06022027 H 254.27 Boo-ovieso-si03- >
fo2/202 00de22 RUSSELL COUNTY 08022021 z 32.25 ‘hoo-eaeao-si03- |
9/02/3021 o0ee32 RUSSELL COUNTY 08022021 a reer Sioo-ogsoz0-si03- 2 >
2/21/2023 002824 Sam's CLUB 796 2 peered $24l48 “ex00-oa1020-seos- =~
Foery heae +
7/16/2021 003380 sHENTEL orneacaa 1323 313123 “exoo-oazoz0-s203- ==
3716/3021 003380 SHENTEL onezeaa 15.00 feleo sioa-cisoze-seas- >
126123, aaalas +
7/92/2021 004072 SHI INTERNATION 513725090 a0 2,096.97 2,096.97 4100-073020-5424- =~
21086157 31096197 »
19/02/2021 006429 SHORTER DIANA REID 2.60 ‘87.60 4100-013010-se02---
8.60 ergo
‘7/01/2021 002439 SMYTH COUNTY $6862 30.00 30198 4200-021020-2009-
30.00 30100 +
‘7/02/2021 001961 SOUTHERN SOFTHA 249567 36,780.00 36,750.00 4100-032050-3005- =
3/e2/2021 001941 SOUSHERN SOFTHA 248778 si7a3.00 ‘fijasle0 aio-oazes0-3008)
23145300 atlas3lo0 +
‘7/ap/2022 003144 SwOKIT BUSINESS 2021277 3898 ya.78 "4200-012300-7002- =~
3423/2022 904121 TELE-OPTICS com 7529 395108, 398100 4200-094020-8028-
7aa/a0ai oosiai TELE-OPTICS COM 2667 225.00 3as.00 ¢ioo-o9¢020-7086-
00.00 So0100 +
5/17/2022 004601 THE HOME DEPOT 617517073, 91182 Sive2 4200-c43020-s405- ~~
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9/05/2021 oo0s6s THE LEBANON NEW 08092021 3400 34100 “4200-012020-3007- - -
3el00 Relea =
6/16/2021 000384 THE LIBRARY COR 2621090127 20 230108, 30.09 ¢100-072020-2002-
530.09, 330100 +
6/23/2021 000977 ToP LINE ADVERT 7902 360"00, 240/00 4100-oa1020-se10- --
€/43/2021 000977 TOP LINE ADVERT 79D¢ 352/08 392.00 éipe-0ai020-s410.
B2l00 32100 +
7702/2021 000788 WALLACE FURNITE 129859 2°39 2199 “aroo-opso10-7056- =~
2133 2188»
7/21/2021 006278 WELLS FARGO VEN 105196961 ane 272148 “4n00-0:2100-3008- =~
iiss Vile +
7/5/2021 903033 KHOLESALE SUPPL 0926338 22152 22182 4200-043020-300- =~
3/15/2021 003033 KHOUESALE SUPPL 0920339 22152 3a.sa Gi00-cesoa0-200¢
25.96 ‘laa
TOTAL FOR DUE DATE 9/02/2021 267,029.98 267,029.74
TOTAL DUE FOR FURD- #100 2571029. 267,029.78
ares 7/28/2021 A/D CASH REQUIREMENTS PRE-LIST COMPANY 4-001 FUNDWA713 PAGE
“G/on/202i 6/28/2021 O003es HATTER
TOTAL FOR DUE DATE 9/02/2022
xoss a7. NET AMOUNT G/L AccousT 2.0
S27 21 Sera 4713-021080-6012---
Serat beraa*
567.21, 567.22
Sepiat sera
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s/oz/2021 7/12/2022 001465 FISHER AUTO PAR 257-267052 738
9/02/2022 7/06/2021 003376 MCMASTER-CARR § 61250186 soar
2/02/2021 7/06/2021 002769 Ts couNTRY STO 07062022, 35.63
3368
‘TOTAL FoR DUE DATE 6/02/2022 149/83
TOTAL DUE FOR FUND- 4039, hasias
DIRECT DEPOSIT 90
payable Total tee
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038
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Se35-083990-s202-
'4639-083990-seo7-
Board of Supervisors Action Item
137 Highland Drive Presenter: Chairperson
Lebanon, VA 24266
Meeting: 8/2/21 6:00 PM
Russell County Government Center
137 Highland Drive · Lebanon, Virginia 24266 · (276) 889-8000 · Fax (276) 889-8011
www.russellcountyva.us
Board Appointments
1. Committee Appointments for Board Consideration.
County Advisory Committee
(1) Appointment Per Board Member
RC Planning Commission
Charles Edmonds Four-Year Term April 3, 2021
Roger Sword Four-Year Term December 31, 2020
Cumberland Plateau Economic Development Commission
Frank Horton One-Year Term June 30, 2021
Tony Lambert One-Year Term June 30, 2021
Ron Blankenship One-Year Term June 30, 2021
James Eaton, Jr. One-Year Term June 30, 2021
Dante Community Center
Jason Gullett Two-Year Term June 30, 2021
Russell County Library Board
Karen Herndon Four-Year Term June 30, 2021
Ann Monk Four-Year Term June 30, 2021
Judy Ashbrook Four-Year Term July 10, 2021
RC Highway & Safety Committee
Gary Dotson Two-Year Term July 1, 2021
Johnny Jessee Two-Year Term July 1, 2021
Steve Dye Two-Year Term July 1, 2021
Eugene Ferguson Two-Year Term July 1, 2021
Tony Maxfield Two-Year Term July 1, 2021
Mike O’Quinn Two-Year Term July 1, 2021
Barbara K. Cox Two-Year Term July 1, 2021
Henry E. Stinson, Jr. Two-Year Term July 1, 2021
Carl Rhea Two-Year Term July 1, 2021
Emory Altizer Two-Year Term July 1, 2021
Board of Supervisors Action Item
137 Highland Drive Presenter: Chairperson
Lebanon, VA 24266
Meeting: 8/2/21 6:00 PM
Board Appointments
1. Committee Appointments for Board Consideration.
County Advisory Committee
(1) Appointment Per Board Member
RC Planning Commission
Charles Edmonds Four-Year Term April 3, 2021
Roger Sword Four-Year Term December 31, 2020
Cumberland Plateau Economic Development Commission
Frank Horton One-Year Term June 30, 2021
Tony Lambert One-Year Term June 30, 2021
Ron Blankenship One-Year Term June 30, 2021
James Eaton, Jr. One-Year Term June 30, 2021
Dante Community Center
Jason Gullett Two-Year Term June 30, 2021
Russell County Library Board
Karen Herndon Four-Year Term June 30, 2021
Ann Monk Four-Year Term June 30, 2021
Judy Ashbrook Four-Year Term July 10, 2021
RC Highway & Safety Committee
Gary Dotson Two-Year Term July 4, 2021
Johnny Jessee Two-Year Term July 1, 2024
Steve Dye Two-Year Term July 4, 2021
Eugene Ferguson Two-Year Term July 1, 2024
Tony Maxfield Two-Year Term July 1, 2024
Mike O’Quinn Two-Year Term July 1, 2024
Barbara K. Cox Two-Year Term July 4, 2024
Henry E. Stinson, Jr. Two-Year Term July 1, 2024
Carl Rhea Two-Year Term July 1, 2024
Emory Altizer Two-Year Term July 4, 2024
Russell County Government Center
137 Highland Drive - Lebanon, Virginia 24266 - (276) 889-8000 - Fax (276) 889-8011
www.russellcountyva.us
Board of Supervisors Action Item
137 Highland Drive Presenter: Chairperson
Lebanon, VA 24266
Meeting: 8/2/21 6:00 PM
Russell County Government Center
137 Highland Drive · Lebanon, Virginia 24266 · (276) 889-8000 · Fax (276) 889-8011
www.russellcountyva.us
Community Policy Management Team
Angela Farmer Three-Year Term August 3, 2021
Dante Community Center
Catherine Pratt Two-Year Term August 5, 2021
Southwest Community College Advisory Board
Lynn Keene Four-Year Term August 7, 2021
Gregory Brown Four-Year Term August 7, 2021
Board of Supervisors Action Item
137 Highland Drive Presenter: Chairperson
Lebanon, VA 24266
Meeting: 8/2/21 6:00 PM
Community Policy Management Team
Angela Farmer Three-Year Term August 3, 2021
Dante Community Center
Catherine Pratt Two-Year Term August 5, 2021
Southwest Community College Advisory Board
Lynn Keene Four-Year Term August 7, 2021
Gregory Brown Four-Year Term August 7, 2021
Russell County Government Center
137 Highland Drive - Lebanon, Virginia 24266 - (276) 889-8000 - Fax (276) 889-8011
www.russellcountyva.us
Items for August Agenda:
Appointment of members to Advisory Committee "to discuss County and
School issues relating to state mandates, budgeting, funding, etc.". As
unanimously approved in the June 17, 2021 BOS meeting.
Proposed Amendment to Committee Selection process for one
selection per BOS member per committee.
I would like to make a motion to modify the selection process that was
approved last month to allow a member of the Russell County Board of
Supervisors to appoint a member from the entire citizenship of Russell
County if, in the sole opinion of the appointing supervisor, a qualified
candidate for that appointment cannot be found within that supervisor's voting
district.
Methodology for future appointments by BOS until the One per One is
achieved.
The following is a potential method appointments as they come up.
If a supervisor has more than one representative from his district with different
"term expiration" date and an appointment for one of those representatives
comes up, the supervisor may do the following:
1. Reappoint that representative as the one for his/her district. In which
case the remaining representatives from his/her district will come off the
group when their terms expire and that appointment will go to the next
supervisor who does not currently have a representative from his district on
that group.
2. Pass that appointment to the next supervisor who does not currently
have a representative from his/her district on that group. In which case the
representative whose term has expired will come off that group.
The only remaining issue that needs to be discussed would be the order of
appointment by any supervisors who do not currently have representatives
from their district on a group. Perhaps a simple drawing for numbers 1 (first),
2 (second), 3 (third), etc.?
Items for August Agenda:
Appointment of members to Advisory Committee "to discuss County and
School issues relating to state mandates, budgeting, funding, etc.". As
unanimously approved in the June 17, 2021 BOS meeting.
Proposed Amendment to Committee Selection process for one
selection per BOS member per committee.
| would like to make a motion to modify the selection process that was
approved last month to allow a member of the Russell County Board of
Supervisors to appoint a member from the entire citizenship of Russell
County if, in the sole opinion of the appointing supervisor, a qualified
candidate for that appointment cannot be found within that supervisor's voting
district.
Methodology for future appointments by BOS until the One per One is
achieved.
The following is a potential method appointments as they come up.
If a supervisor has more than one representative from his district with different
"term expiration" date and an appointment for one of those representatives
comes up, the supervisor may do the following:
1. Reappoint that representative as the one for his/her district. In which
case the remaining representatives from his/her district will come off the
group when their terms expire and that appointment will go to the next
supervisor who does not currently have a representative from his district on
that group.
2. Pass that appointment to the next supervisor who does not currently
have a representative from his/her district on that group. In which case the
representative whose term has expired will come off that group.
The only remaining issue that needs to be discussed would be the order of
appointment by any supervisors who do not currently have representatives
from their district on a group. Perhaps a simple drawing for numbers 1 (first),
2 (second), 3 (third), etc.?
Groups impacted by this process are:
Highway and Safety Committee
Dist 1, 3 members (Dotson, O'Quinn, Cross, Lovelace)
Dist 2, 0 members
Dist 3, 4 members (Jessee, Maxfield, Cox, Rhea)
Dist 4, 2 members (Dye, Stinson)
Dist 5, 0 members
Dist 6, 2 members (Ferguson, Altizer)
At Lg, 0 members
Russell County Planning Commission
Dist 1, 1 member
Dist 2, 0 members
Dist 3, 3 members
Dist 4, 0 members
Dist 5, 0 members (Roger Sword resigned)
Dist 6, 2 members
At Lg, 0 members
(Wayne Young and Mark Mitchell, Districts unknown)
Russell County Library Board
Dist 1, 2 members (Herndon, Lyttle)
Dist 2, 1 members (Sargent)
Dist 3, 0 members
Dist 4, 2 members (Dye, VanDyke)
Dist 5, 4 members (Ashbrook, Davis, Monk, Breeding)
Dist 6, 0 members
At Lg, 0 members
Russell County Industrial Development Authority
Dist 1, 0 members
Dist 2, 1 members (Glass)
Dist 3, 0 members
Dist 4, 0 members
Dist 5, 4 members (Sword, Elliott, McFaddin, Lockhart)
Dist 6, 1 members (Christian)
At Lg, 1 members (Stamper)
Town 2, members (Dodi & Gilmer)
Groups impacted by this process are:
Highway and Safety Committee
Dist 1,3 members (Dotson, O'Quinn, Cross, Lovelace)
Dist 2, 0 members
Dist 3,4 members (Jessee, Maxfield, Cox, Rhea)
Dist 4,2 members (Dye, Stinson)
Dist 5, 0 members
Dist 6,2 members (Ferguson, Altizer)
AtLg, 0 members
Russell County Planning Commission
Dist 1, 1 member
Dist 2, 0 members
Dist 3, 3 members
Dist 4, 0 members
Dist 5,0 members (Roger Sword resigned)
Dist 6, 2 members
AtLg, 0 members
(Wayne Young and Mark Mitchell, Districts unknown)
Russell County Library Board
Dist 1,2 members (Herndon, Lyttle)
Dist 2,1 members (Sargent)
Dist 3, 0 members
Dist 4,2 members (Dye, VanDyke)
Dist 5,4 members (Ashbrook, Davis, Monk, Breeding)
Dist 6, O members
AtLg, 0 members
Russell County Industrial Development Authority
Dist 1,0 members
Dist 2,1 members (Glass)
Dist 3, 0 members
Dist 4, 0 members
Dist 5,4 members (Sword, Elliott, McFaddin, Lockhart)
Dist 6, 1 members (Christian)
AtLg, 1 members (Stamper)
Town 2, members (Dodi & Gilmer)
|Community Policy Management Team
[Angela Farmer Three Years August 3, 2021
Dante Community Center
[Catherine Pratt Two Years ‘August 5, 2021
[Southwest Community College Advisory Board
Lynn Keene Four Years ‘August 7, 2021
[Gregory Brown Four Years ‘August 7, 2021
Industrial Development Authority
Roger Sword Four Years September 5, 2021.
[Scott Gilmer Four Years September 5, 2021
Drill Community Center
Michelle Tharp Four Years October 2. 2021
Oak Grove Community Center
Linda Cross Two Years October 7, 2021
Frances Glovier Two Years October 7, 2021
Rita "Charlene" Johnson Two Years October 7, 2021
[Tammy Perry Two Years October 7, 2021
ohn Perry Two Years October 7, 2021
Nancy Osborne Two Years October 7, 2021
Pegey Kegley Two Years October 7, 2021
Russell County Planning Commission
Dustin Keith Four Years October 2, 2021
[jack Compton Four Years October 2, 2021
|Community Policy Management Team
‘Alice Meade Three Years November 5, 2021
Lori Gates Three Years November 5, 2021
Russell County Planning Commission
lAndy Smith. Four Years November 6, 2021
[Appalachian Juvenile Commission
Vicki Porter Four Years December 2, 2021
[Cumberland Mountain Community Service Board
James Mounts Three Years December 31, 2021
David Eaton Three Years December 31, 2021
Highway & Safety Commission
Linda Cross Two Years December 31, 2021
People Inc. Development Financial Board
‘Alicia McGlothlin Three Years December 31, 2021
\Vicki Porter Four Years December 2, 2021
[Cumberland Mountain Community Service Board
[James Mounts Three Years December 31, 2021
David Eaton Three Years December 31, 2021
Highway & Safety Commission
Linda Cross. ‘Two Years December 31, 2021
2020-2021
Chair -- Karen Herndon
Vice Chair -- Susan Breeding
Secretary -- Yvonne Dye
Steve Breeding Steve Breeding Steve Breeding
Susan Breeding (2023) Karen Davis (2022)
POB 2046 1546 E. Main St.
Lebanon, VA 24266 Lebanon, VA 24266
276-608-1396 889-2101
[email protected] 276-623-7132
[email protected]
David Eaton Tim Lovelace Tim Lovelace
Yvonne Dye (2023) Karen Herndon (2021) Sherry Lyttle (2022)
145 Heritage Dr. 36 Crossridge Rd. 1660 Copper Ridge Rd.
Honaker, VA 24260 Lebanon, VA 24266 Castlewood, VA 24224
873-5767 794-7479 738-8854 (h)
276-202-8192 883-8541 889-6539 (w)
[email protected] [email protected] 276-202-2627 (m)
[email protected]
Steve Breeding (appted when
at large BOS)
David Eaton
Ann Monk (2021) Sharon Sargent (2022) Sharon VanDyke (2022)
509 Donald C. Moore Dr. POB 1018. POB 1395/ 535 Cox Town Rd.
Lebanon, VA 24266 St. Paul, VA 24283 Honaker, VA 24260
880-0045 762-5272 (h) 873-6020
276-202-9972 [email protected] 276-596-0270
[email protected] [email protected]
Board of Trustees
LouAnn Wallace
Judy Ashbrook (2021)
389 Scenic Dr.
Lebanon, VA 24266
889-1159 (h)
[email protected]
mailto:[email protected]
mailto:[email protected]
mailto:[email protected]
mailto:[email protected]
mailto:[email protected]
mailto:[email protected]
mailto:[email protected]
mailto:[email protected]
mailto:[email protected]
mailto:[email protected]
Board of Trustees
2020-2021
Chair ~Karen Herndon
Vice Chair ~- Susan Breeding Russell County Public Library
Secretary ~ Yvonne Dye
Steve Breeding Steve Breeding Steve Breeding
Judy Ashbrook (2021) Susan Breeding (2023) Karen Davis (2022)
389 Scenic Dr. POB 2046 1546 €. Main St
Lebanon, VA 24266 Lebanon, VA 24266 Lebanon, VA 24266
889-1159 (h) 276-608-1396 889-2101
[email protected] [email protected] 276-623-7132
[email protected]
David Eaton Tim Lovelace Tim Lovelace
Yvonne Dye (2023) Karen Herndon (2021) Sherry Lytle (2022)
145 Heritage Dr. 36 Crossridge Rd. 1660 Copper Ridge Rd.
Honaker, VA 24260 Lebanon, VA 24266 Castlewood, VA 24224
8735767 794-7479 738-8854 (h)
276-202-8192 883-8541 889-6539 (w)
;[email protected] [email protected] 276-202-2627 (m)
[email protected]
Steve Breeding (appted when
LouAnn Wallace David Eaton
at large BOS)
‘Ann Monk (2021) Sharon Sargent (2022) Sharon VanDyke (2022)
509 Donald C. Moore Dr. POB 1018 POB 1395/ 535 Cox Town Rd.
Lebanon, VA 24266 St. Paul, VA 24283 Honaker, VA 24260
880-0045 762-5272 (h) 873-6020
276-202-9972 [email protected] 276-596-0270
[email protected] [email protected]
COUNTY OFRUSSELL, VIRGINIA L printFom.. 1 OFFICE USE ONLY:
COMMITTEE APPLICATION
name: Wi 7Zey/ Tol Zz Me.
(Last) First) (Middletnitial) — (Mr.,Mrs., Miss, Rank)
vome apres: —_ SBY/ _ptlayifsn/ Kefel
ole LUE WA 24609 _LTEWBO Bub) zim
(Email Address)
TELEPHONE NUMBERS: W3S76 2% 97 3576 NA
(Home) (Business) (FAX)
proressionvocaion: UZKEZUit Laptelnat of Tb padethil /MWhse + Eyre
BOARDS/COMMISSIONS ON WHICH YOU WISH TO SERVE: caledeu Lewelyaaadt Aithaeh/
(List no more than 3 -- in order of preference:) Apvinig Loto ssn)
Able “Gome Mhegihy
omer mrerests: oboe Advitier, Ativhee (Poise hutch _putth,
Oye Khodkde smth
epucarion: HS. ol plant Lb tur) Pah <chodl, WS cbepee Sovbuest V4 Lomuby
Cla, Md dee Collate Camu tile BS. byte Bled tis tty
sop exreRience: //77— £22 a OT
Lela! sauna bl Lee te hid it, tub off Wad Bos.
CIVIC OR SERVICE ORGANIZATION EXPERIENCE: 4240 on Lot/ Pulebic howe py Lescol,
Lehn, + Deal Cauthes. Le tid Liviz_iglows, chtab fol itso
ARE YOU CURRENTLY A MEMBER OF A RUSSELL COUNTY BOARD OR COMMISSION? ho
reves, Leasename: _ Aye
HAVE YOU PREVIOUSLY SERED AS AMENBER OF ARUSSEL COUNTY BOARD ORCoMIMISION JES
ww ves, Lease name: K2e// Lor) Bul Lot / Zt] covence fi
ARE YOUAREGISTERED VoTER? __ YES pisrucrnumper: _(
RUSSELL COUNTY BOARD OF SUPERVISORS
BOARD / COMMITTEE APPLICATION
NAME:
(Last) (First)
MAILING ADDRESS:
(Email Address)
TELEPHONE NUMBERS:
(Home) (Business) (Cell)
PROFESSION/VOCATION:
BOARDS/COMMITTEE ON WHICH YOU WISH TO SERVE:
(List no more than 3 -- in order of preference :)
OTHER INTERESTS:
EDUCATION:
JOB EXPERIENCE:
CIVIC OR SERVICE ORGANIZATION EXPERIENCE:
ARE YOU CURRENTLY A MEMBER OF A RUSSELL COUNTY BOARD OR COMMITTEE?
IF YES, PLEASE NAME:
HAVE YOU PREVIOUSLY SERVED AS A MEMBER OF A RUSSELL COUNTY BOARD OR COMMITTEE?
IF YES, PLEASE NAME:
E911 ADDRESS:
DATE OF APPLICATION:
(Please print or type in black ink)
7-11-21
Charles Colins [email protected]
2490 Gravel Lick Rd Castlewood VA 24224
2490 Gravel Lick Rd Castlewood VA 24224
none 276-608-3408
jobs and industrial development
education / retired
planning
economic development
BS / Masters Education Leadership
none
Susan Collins
farm work, teacher, coaching, assistant principal, school principal
Susan Collins
no
Susan Collins
no
Susan Collins
school committees, VHSL Committees
RUSSELL COUNTY BOARD OF SUPERVISORS
BOARD / COMMITTEE APPLICATION
DATE OF APPLICATION: _ 7-11-21
(Please print ot type in black ink)
NAME
Charles Colins charlescollins64@ gmail.com
(First) (Last) (Email Address)
MAILING ADDRESS: 2490 Gravel Lick Rd Castlewood VA 24224
E9LL ADDRESS: 2490 Gravel Lick Rd Castlewood VA 24224
TELEPHONE NUMBERS: none none 276-608-3408
(Home) (Business)
PROFESSION/VOCATION: education / retired
(Cell)
BOARDS/COMMITTEE ON WHICH YOU WISH TO SERVE: planning
(List no more than 3 -- in order of preference :) economic development
OTHER INTERESTS: jobs and industrial development
EDUCATION: BS / Masters Education Leadership
JOB EXPERIENCE: farm work, teacher, coaching, assistant principal, school principal
CIVIC OR SERVICE ORGANIZATION EXPERIENCE: _ School committees, VHSL Committees
ARE YOU CURRENTLY A MEMBER OF A RUSSELL COUNTY BOARD OR COMMITTEE? _"°
IF YES, PLEASE NAME:
HAVE YOU PREVIOUSLY SERVED AS A MEMBER OF A RUSSELL COUNTY BOARD OR COMMITTEE?
IF YES, PLEASE NAME:
OTHER INTERESTS (Continued):
JOB EXPERIENCE (Continued): _
CIVIC OR SERVICE ORGANIZATION EXPERIENCE (Continued):
---------------------
farming / fishing / hunting / family
teacher / coach / high school assistant principal / high school principal
OTHER INTERESTS (Continued):
farming / fishing / hunting / family
JOB EXPERIENCE (Continued) teacher / coach / high school assistant principal / high school principal
CIVIC OR SERVICE ORGANIZATION EXPERIENCE (Continued):
Loretta Vance
[email protected]
Monday, July 12, 2021 9:57 AM
[email protected]; [email protected]
Subject: Online Form Submittal: Board and Committee Application
Board and Committee Application
Name Donnie E Christian
Email Address [email protected]
Address PO Box 1917
city Lebanon
State VA
Zip Code 24266
Phone Number 276-254-0128
Fax Number Field not completed.
Board/Committee on Which Planning Commission
You Wish to Serve Cumberland Plateau Economic Development
Tourism
Other Interests Serving the citizens of our region especially Russell Co with
Good infrastructure, Great jobs & Wonderful Recreational
opportunities.
Education BS - Mining Engineering
Completed majority of course work for dual BS in Civil
Engineering.
Job Experience 36+ years of Engineered Planning & Design for Land
Development & Infrastructure. Approx. 20 years with local
Consulting Engineering firms and approx. 18 years with State
Regulatory Agencies. Designed Subdivisions for Commercial &
Residential Development - Prepared Plats.
Civic or Service ~4 years - VDOT Technical Advisor to RC Planning
Organization Experience Commission
20+ years - Board of Director - RCPSA
‘1+ years - Industrial Development Authority
COUNTY OF RUSSELL, VIRGINIA L Print Form... l
COMMITTEE APPLICATION
OFFICE USE ONLY:
Date Received:
--------
Letter Sent:
Currently Serving On:
NAME: Harding Josephine
(Last) (First) (Middle Initial) (Mr., Mrs., Miss, Rank)
HOME ADDRESS: 216 Grandview Lane VA 24224
[email protected]
(Email Address)
TELEPHONE NUMBERS:276-254-0319
(Home) (Business) (FAX)
PROFESSION/VOCATION: retired teacher
BOARDS/COMMISSIONS ON WHICH YOU WISH TO SERVE: SVCC advisory board
(List no more than 3 -- in order of preference:)
OTHER INTERESTS: Reading and Gardening being with family
EDUCATION:BS and MS
JOB EXPERIENCE:33 years with Russell County Schools
CIVIC OR SERVICE ORGANIZATION EXPERIENCE:Library board, United Methodist Women
ARE YOU CURRENTLY A MEMBER OF A RUSSELL COUNTY BOARD OR COMMISSION
YES, PLEASE NAME:
HA VE YOU PREVIOUSLY SERVED AS A MEMBER OF A RUSSELL COUNTY BOARD OR COMMISSION?
IF YES, PLEASE NAME:Library Board
ARE YOU A REGISTERED VOTER?Yes DISTRICT NUMBER:2
------------
COUNTY OFRUSSELL, VIRGINIA
COMMITTEE APPLICATION
Josephine
NAME:
Harding
(Last)
HOME ADDRESS: 216 Grandview Lane VA 24224
‘TELEPHONE NUMBERS:276-254-0319
(Homey
PROFESSION/VOCATION: retired teacher
(First)
L erinteom. | OFFICE USE ONLY:
Date Received
Letter Sent:
Currently Serving On:
(Middle Initial) (Mr., Mrs., Miss, Rank)
[email protected]
(Email Address)
(Business) (FAX)
BOARDS/COMMISSIONS ON WHICH YOU WISH TO SERVE: SVCC advisory board
(List no more than 3 ~ in order of preference:)
OTHER INTERESTS: Reading and Gardening being with family
EDUCATION:BS and MS.
JOB EXPERIENCE:33 years with Russell County Schools
CIVIC OR SERVICE ORGANIZATION EXPERIENCE: Library board, United Methodist Women
ARE YOU CURRENTLY A MEMBER OF A RUSSELL COUNTY BOARD OR COMMISSION
‘YES, PLEASE NAME’
HA VE YOU PREVIOUSLY SERVED AS A MEMBER OF A RUSSELL COUNTY BOARD OR COMMISSION?
IF YES, PLEASE NAME: Library Board
ARE YOU A REGISTERED VOTER?Yes
DISTRICT NUMBER:2
OTHER INTERESTS (Continued):
JOB EXPERIENCE (Continued):
----------------------------------
CIVIC OR SERVICE ORGANIZATION EXPERIENCE (Continued): ----------------------
OTHER INTERESTS (Continued):
JOB EXPERIENCE (Continued):
CIVIC OR SERVICE ORGANIZATION EXPERIENCE (Continued): __
COUNTY OFRUSSELL, VIRGINIA — L protrom. | - OFFICE USE ONLY:
Date Received:
COMMITTEE APPLICATION
Letter Sent:
‘Currently Serving On:
NAME: ___Edmonds Charlie - Mr _
(Last) (Middle Initial) (Mr., Mrs., Miss, Rank)
HOME ADDRESS: 3907 Jessee’s Mill Rd
Cleveland, VA 24225 edmonds.cwe1 @gmail.com
~ (Email Address)
TELEPHONE NUMBERS: _ 276-494-6138 _ _
(Home) (Business) (PAX)
PROFESSION/VOCATION: | Draftsman for US Gov., AEP Unit Supervisor, Engineer for Russell Mfg.
BOARDS/COMMISSIONS ON WHICH YOU WISH TO SERVE: RCPC
(List no more than 3 -- in order of preference:)
OTHER INTERESTS: _ Golf, fishing, woodworking, gardening
EDUCATION: _High Schoo! Graduate, Technical School, Some college _
JOB EXPE!
ENCE: __Drafisman for US Gov., AEP Unit Supervisor, Engineer for Russell Mfg,
CIVIC OR SERVICE ORGANIZATION EXPERIENCE: Virginia Jaycees, Lions Club, Masonic Fraternity, Virginia Royal Arch, Virginia
astern Star, Lebanon Baptist Church
ARE YOU CURRENTLY A MEMBER OF A RUSSELL COUNTY BOARD OR COMMISSION?
IP YES, PLEASE NAME: RCPC.
ERVED AS A MEMBER OF A RUSSELL COUNTY BOARD OR COMMISSION?
HA VE YOU PREVIOUSLY S|
UP YES, PLEASE NAME: _RCPC
ARE YOU A REGISTERED VOTER? Yes DISTRICT NUMBER: 3
OFFICE
"Bate Received
COUNTY OF RUSSELL, VIRGINIA L pinteom.. I:
COMMITTEE APPLICATION
Currently
NAME: HeFaddin Lother E iat
cay rat ensaTrat) (9 Ws, A Ra)
HOMBABPRESE: UB} Redbud Huw, PO Gox 190% eraiz@
Honaler VA ZY2UO Lae ic ek el
TELEPHONENUMBERS: 270-971-009 6 Z%6-V7S-SleG>__ _Z76- B73- 13S
iomey ‘eum Wax
PROFESSIONVOCATION: I surance Sahes
BOARDS/COMMISSIONS ON WHICH YoU WisH TO SERVE: = RusSel( Counts, PSA
(List no more than 3 in orderof preferences) Ruste County Planning Comesmerssvoa
ommmrmmerests: Volunteer Service World, lece{ and Foren rigs tan
Work. —_
xpucation: High seheo| dplouwa wand. Businecr Adeuaistraton
CovlSes
JOB EXPERIENCE: MePaddin + Associates Zl yes, HeFaddin Properhes
1S years -
CIVIC OR SERVICE ORGANIZATION EXPERIENCE: —_Heloing Wendi Mristr'es 15 yrs
ARE YOU CURRENTLY A MEMBER OF A RUSSELL COUNTY BOARD OR COMMISSION? IF Yes
‘YES, PLEASE NAME: Rossell Counts IDA
HA VE YOU PREVIOUSLY SERVED AS A MEMBER OF A RUSSELL COUNTY BOARD OR COMMISSION? IF No
‘YES, PLEASE NAME:
ARE YOU A REGISTERED VOTER? Yes DISTRICT NUMBER: 4
Loretta Vance
Frot
Sent
To:
Subject:
[email protected]
Friday, November 20, 2020 10:24 AM.
[email protected]; [email protected]
Online Form Submittal: Board and Committee Application
Board and Committee Application
Name Alita Ann Whited
Email Address [email protected]
Address 85 Acre Lane
city oar But
State Russell
Zip Code 2600
Phone Number 276-971-4494
Fax Number Field not completed. 7
Board/Committee on Which Planning Commission
You Wish to Serve
Other Interests Field not completed.
Education Associate Degree from SWCC
Graduate Realtors Institute
Multiple classes in Real Estate and Real Estate Appraisal
Job Experience 33 years as Real Estate Broker, Associate Broker and Agent
(Licensed in all three categories at different times)
13 years in Real Estate Appraisal (Cerliied Real Estate
Appraiser)
Civic or Service Clinch River Kiwanis since 1989
Organization Experience Richlands Garden Club
Russell County Republican Committee
Are you currently amember No
of a Russell County Board or
Committee?
IFYES, please name: Field not completed.
ess
Loretta Vance
From: [email protected]
Sent: Friday, February 12, 2021 2:08 PM
To: [email protected]; loretta.vance@russt
Subject: Online Form Submittal: Board and Committee Application
Board and Committee Application
Name
Email Address
Address
City
State
Zip Code
Phone Number
Fax Number
Board/Committee on Which
You Wish to Serve
Other Interests
Education
Job Experience
Civic or Service
Organization Experience
Are you currently a member
of a Russell County Board or
Committee?
IFYES, please name:
Have you previously served
‘as a member of a Russell
County Board or
Committee?
IFYES, please name:
Robert Breiman
[email protected]
P.O. Box 2100
Grundy
VA
24614
2769352128
276-935-4162
Library Board
Field not completed.
College; Graduate School; Law School
Partner — Street Law Firm
Coach youth league soccer, basketball and baseball. former
Cub Scout Den leader,
No
Field not completed,
No
Field not completed.
COUNTY OF RUSSELL, VIRGINIA OFFICE USE ONLY;
COMMITTEE APPLICATION Date Received:
Letter Sent
Currently Serving On : tibrary 6oard
NAME: Ashbrook Judy N Mis),
(Last) (First)
lle Initial) (Mr., Mrs., Miss, Rank)
HOME ADDRESS: 389 Scenic Drive Lebanon, Virginia
[email protected]
(Email Address)
TELEPHONE NUMBERS: (276) 889-1159
(Home) (Business) (PAX)
PROFESSION/VOCATION: School Teacher - Retired (37 Years)
BOARDS/COMMISSIONS ON WHICH YOU WISH TO SERVE: Russell County Library Board
(List no more than 3 ~ in order of preference:)
OTHER INTERESTS: Reading, Spending Time With Grandchildren, Traveling
EDUCATION: | Master's Degree in Education (MEd) from University of Virginia, Bachelor of Science (Biology) King College
Castlewood High School Graduate (1967)
JOB EXPERIENCE; Teacher - Russell County Public Schools -37 years. Elementary and Middle School
CIVIC OR SERVICE ORGANIZATION EXPERIENCE; Daughter's of the American Revolution (DAR) Member with additional service
to veterans.
ARE YOU CURRENTLY A MEMBER OF A RUSSELL COUNTY BOARD OR COMMISSION? Yes
IF YES, PLEASE NAME; Library Board
HAVE YOU PREVIOUSLY SERVED AS A MEMBER OF A RUSSELL COUNTY BOARD OR COMMISSION?
IP YES, PLEASE NAME:
ARE YOU A REGISTERED VOTER? Yes DISTRICT NUMBER: 5
COUNTY OF RUSSELL, VIRGINIA
BOARD APPLICATION
Currently Serving On:
NAME: Monlk fan J Mrs.
(Last) First) (Middle Initial) (Mr., Mrs., Miss, Rank)
Home appress: 5 OF, Donald C, Moore Dvr :
Lebanmm Vi 20266 denn} manbealyaheo
‘Email Address)
TELEPHONENUMBERS: 276-202-9912
(Home) (Business) FAX)
Proressionvocation: Retired
BOARD ON WHICH YOU WISH TO SERVE: Russell County Publieli brary
I
(List no more than 3 -- in order of preference :)
OTHER INTERESTS:
EDUCATION: ee Vesume.
JOB EXPERIENCE: ee Vesume.
CIVIC OR SERVICE ORGANIZATION EXPERIENCE:
ARE YOU CURRENTLY A MEMBER OF A RUSSELL COUNTY BOARD OR COMMITTEE? \ /es
IF YES, PLEASE NAME: “Russell County Public. Library
HAVE YOU PREVIOUSLY SERVED AS A MEMBER OF A RUSSELL COUNTY BOARD OR COMMITTEE? Yes
IFYES, PLEASE NAME: "Ry ell Coarsby Tourism
ARE YOU A REGISTERED VOTER? Yes pisracrnumper 5 $A
1
ANN JACKSON MONK.
509 Donald C. Moore Drive
Lebanon, Virginia 24266
276-889-3786
Emai
[email protected]
SUMMARY OF QUALIFICATIONS
Offering a strong background of work experience in diverse environments and sound training,
Knowledge of office procedures and equipment. Experienced in Microsoft Office, ProVal, and
various other software programs.
Accustomed to high volume, fast paced environments. Work effectively with persons of diverse
backgrounds.
Energetic and enthusiastic. Provide sustained effort for organizational and personal goals and
objectives.
Highly developed communication and interpersonal relation skills.
Proven problem-solving abilities.
Capable of handling multiple levels of tasks and responsi
EDUCATION
Alpha College of Real Estate - Newport News, Virginia
Commonwealth of Virginia Real Estate License ~ January 1996 (not currently active)
Newport News Adult Education — Newport News, Virginia
Classes in WordPerfect, Microsoft Windows, FoxPro
NASA Langley — Hampton, Virginia
Course in Total Quality Management
Lebanon High School
Lebanon, Virginia
EXPERIENCE,
‘August 2007 — June 2014 Russell County Public Library - Lebanon, Virg
Circulation Assistant
Maintain close contact with library patrons at the
circulation desk, checking materials in and out.
Operate cash register while collecting payments for
copies and printouts, Shelve returned books. Sign in
patrons on public use computers.
June 2000 ~ April 2006
October 1996 ~ June 2000
August 1991 — February 1996
REFERENCES
Assessor's Office City of Hampton, Virginia
Technical Office Clerk
Front office atmosphere having extensive work with
the general public, real estate agents, surveyors, and
attomeys in person as well as via telephone, Worked
closely with other City departments - ‘Treasurer,
Commissioner of Revenue, Public Works, and
Zoning as well as other departments, Entered deeds
and wills into Assessor's Office public records,
performed title search of property ownership, entered
property splits and merges for City Tax Maps,
City Manager's Office — City of Hampton, Virginia
Staff Secretary/Receptior
Performed duties under the general supervision of the
Director of Financial Policy. Extensive contact with
the general public, city employees, elected officials,
business executives, and representatives of,
municipal, state and federal governments. Provided
telephone support for the Clerk of Council and
Mayor's Office as well as the City Manager's Office
and Assistant City Manger’s Office. Reconciled
credit card records for City Manager's Office.
Planned catered events for Director of Financial
Planning, arranged international travel for Mayor,
members of City Council, City Manager and City
Department Directors.
Bionetics Corporation _ Hampton, Virginia
Receptionist/Clerk/Switchboard Operator
Received visitors and routed them to appropriate
department/personnel. Extensive contact with local,
state and federal elected officials, as well as NASA
Langley personnel. ‘Trained others in use of Meridan
‘Telephone System. Provided clerical support as
needed for Facilities Management, Marketing and
Finance departments. Assisted with reorganizing
Records Management Department, Operated various
‘mail room equipment including Pitney Bowes mail
meter, Fed Ex and UPS computer software,
Reconciled company Fed Ex bills. Operated a thirty
six line switchboard and received messages for up to
sixty employees,
Available upon request.
Russell County Government Center
137 Highland Drive · Lebanon, Virginia 24266 · (276) 889-8000 · Fax (276) 889-8011
www.russellcountyva.us
Board of Supervisors Action Item
137 Highland Drive Presenters - Attorney
Lebanon, VA 24266
Meeting: 8/2/21 6:00 PM
County Attorney Reports
1. Russell County Courthouse Comprehensive Agreement
2. Project Jonah Building Construction & Environmental Inspection Service
Request for Qualifications (RFQ)
3. Cleveland School Property
4. Givens School Lease
5. General Registrar Official Elect Advisory
Staff Recommendation:
Board Discretion.
Suggested Motion:
Motion Required.
ATTACHMENTS:
• Various
Board of Supervisors Action Item
137 Highland Drive Presenters - Attorney
Lebanon, VA 24266
8/2/21
Meetin:
County Attorney Reports
1. Russell County Courthouse Comprehensive Agreement
2. Project Jonah Building Construction & Environmental Inspection Service
Request for Qualifications (RFQ)
3. Cleveland School Property
4, Givens School Lease
5. General Registrar Official Elect Advisory
Staff Recommendation:
Board Discretion.
Suggested Motion:
Motion Required.
ATTACHMENTS:
+ Various
Russell County Government Center
137 Highland Drive - Lebanon, Virginia 24266 - (276) 889-8000 - Fax (276) 889-8011
www.russellcountyva.us
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WATA Document A141 - 2014
Standard Form of Agreement Between Owner and Design-Builder
AGREEMENT made as of the 2"! day of August in the year 2021
BETWEEN the Owner:
Russell County, Virginia
137 Highland Drive
Lebanon, VA 24266
and the Design-Builder:
1A, Street & Associates
245 Birch Street, P.O. Box 725
Blountville, TN 37617The term Design-Builder shall be synonymous with Private Entity
or PPEA Firm or Contractor
for the following Project:
Russell County Courthouse Expansion & Renovation
Lebanon, Virginia
Design and construction of an approximately 36,000 SF addition to the existing Russell
County Courthouse and renovations to the existing Russell County Courthouse along with
associated parking and site improvements.
‘The Owner and Design-Builder agree as follows.
ADDITIONS AND DELETIONS:
‘The author of this document has
added information needed for its
‘completion, The author may also
have revised the text ofthe original
AIA standard form. An Additions and
Deletions Report that notes added
information as well as revisions to the
standard form text is available from
the author and should be reviewed. A
vertical line in the left margin ofthis
‘document indicates where the author
has added necessary information
‘and where the author has added to or
deleted from the original AIA text.
‘This document has important legal
‘consequences. Consultation with an
attorney is encouraged with respect
to Its completion or modification
Consultation with an attorney is also
‘encouraged with respect to
professional licensing requirements
in the jurisdiction where the Project is
located,
‘AIA Document At41™ — 2044, Copyright® 2004 and 2074 by The American Insite of Archfacts. Allighls reserved. The ”AmericanInstute of Archiecla "AIA
tne AIA Logo, and AIA Contract Documents’ are registered trademarks and may not be used without prmission This document was produced by AIA sofware st
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
‘accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mal copyrign@ala or.
User Notes:
(1952110131)
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TABLE OF ARTICLES
1 GENERAL PROVISIONS
2 COMPENSATION AND PROGRESS PAYMENTS
3 GENERAL REQUIREMENTS OF THE WORK OF THE DESIGN-BUILD CONTRACT
4 WORK PRIOR TO EXECUTION OF THE DESIGN-BUILD AMENDMENT
5 WORK FOLLOWING EXECUTION OF THE DESIGN-BUILD AMENDMENT
6 ‘CHANGES IN THE WORK
7 ‘OWNER’S RESPONSIBILITIES
8 TIME
9 PAYMENT APPLICATIONS AND PROJECT COMPLETION
10 PROTECTION OF PERSONS AND PROPERTY
11 _ UNCOVERING AND CORRECTION OF WORK
12 COPYRIGHTS AND LICENSES
13 TERMINATION OR SUSPENSION
14 CLAIMS AND DISPUTE RESOLUTION
15 MISCELLANEOUS PROVISIONS
16 SCOPE OF THE AGREEMENT
TABLE OF EXHIBITS
A DESIGN-BUILD AMENDMENT
B INSURANCE AND BONDS (not used)
c SUSTAINABLE PROJECTS (not used)
ARTICLE 1 GENERAL PROVISIONS
§ 1.1 Owner's Criteria
This Agreement is based on the Owner's Criteria set forth in this Section 1.1
(Paragraph deleted)
§ 1.4.4 The Owner’s program for the Project:
See Request for Proposals dated August 12, 2020
§ 1.4.2 The Owner’s design requirements for the Project and related documentation:
(Paragraph deleted)
See Request for Proposals dated August 12, 2020
§ 1.43 The Project’s physical characteristics:
See Request for Proposals dated August 12, 2020
§ 1.4.4 The Owner’s anticipated Sustainable Objective for the Project, if any:
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
tne AIA Logo, and AIA Contract Documents” are registered trademarks and may not be used without permission This document was produced by AIA software st
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
‘accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mal copyrign@ala or.
User Notes: (1952110131)
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N/A
§ 1.15 Incentive programs the Owner intends to pursue for the Project, including those related to the Sustainable
Objective, and any deadlines for receiving the incentives that are dependent on, or related to, the Design-Builder���s,
services, are as follows:
NA
§ 1.1.6 The Owner’s budget for the Work to be provided by the Design-Builder is set forth below:
Contract Cost Limit of $15,250,457 as defined by executed Interim Agreement dated February 8, 2021
§ 1.4.7 The Owner's design and construction milestone dates:
A Design phase milestone dates:
See Interim Agreement.
2 Submission of Design-Builder Proposal:
July 15, 2021
3 Phased completion dates
N/A
4 Substantial Completion date:
Within XX months from date of Notice to Proceed, currently anticipated to be issued on or about
August 23, 2021
5 Other milestone dates:
N/A
§ 1.4.8 The Owner requires the Design-Builder to retain the following Architect, Consultants and Contractors at the
Design-Builder’s cost
(Paragraph deleted)
A Architect
Silling Associates, Inc. (Architect/Engineer of Record)
2 Consultants
‘Thompson & Litton (MEP Engineering)
3 Contractors
§ 1.1.9 Additional Owner's Criteria upon which the Agreement is based:
See Interim Agreement dated August 12, 2020.
§ 1.1.40 The Design-Builder shall confirm that the information included in the Owner's Criteria complies with
applicable laws, statutes, ordinances, codes, rules and regulations, ot lawful orders of public authorities.
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
tne AIA Logo, and AIA Contract Documents” are registered trademarks and may not be used without permission This document was produced by AIA software st
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
‘accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mal copyrign@ala or.
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§ 1.1404 If the Owner's Criteria conflicts with applicable laws, statutes, ordinances, codes, rules and regulations, or
lawful orders of public authorities, the Design-Builder shall notify the Owner of the conflict.
§ 1.1.11 If there is a change in the Owner's Criteria, the Owner and the Design-Builder shall execute a Modification in
accordance with Article 6.
§ 1.4.42 If the Owner and Design-Builder intend to transmit Instruments of Service or any other information or
documentation in digital form, they shall endeavor to establish necessary protocols governing such transmis
Unless otherwise agreed, the parties will use AIA Document E203™-2013 to establish the protocols for the
development, use, transmission, and exchange of digital data and building information modeling,
§ 1.2 Project Team
§ 1.2.4 The Owner identifies the following representative in accordance with Section 7.1.1
Lonzo Lester
County Administrator
Russell County, Virginia
137 Highland Drive
Lebanon, VA 24266
§ 1.2.2 The persons or entities, in addition to the Owner’s representative, who are required to review the
Design-Builder’s Submittals are as follows:
Skanska USA Building Inc.
Curtis Elswick, Sr. Vice President
4309 Emperor Bivd., Suite 200
Durham, NC 27703
540-423-2860
[email protected]
§ 1.2.3 The Owner will retain the following consultants and separate contractors:
‘Owner's Representative Project Manager:
Skanska USA Building Inc.
Curtis Elswick, Sr. Vice President
4309 Emperor Blvd., Suite 200
Durham, NC 27703
540-423-2860
[email protected]
§ 1.24 The Design-Builder identifies the following representative in accordance with Section 3.1.2.
Marcus Wilcox
Project Manager
ILA, Street & Associates
245 Birch Street, P.O. Box 725
Blountville, TN 37617
Office: 423-323-6703
Cell: 423-737-7198,
[email protected]
§ 1.2.5 Neither the Owner's nor the Design-Builder’s representative shall be changed without ten days’ written notice
to the other party.
§ 1.3 Binding Dispute Resolution
For any Claim subject to, but not resolved by, mediation pursuant to Section 14,3, the method of binding dispute
resolution shall be the following
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
tne AIA Logo, and AIA Contract Documents’ are registered trademarks and may not be used without prmission. This document was produced by AIA sofware st 4
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
1 accordance withthe AIA Contract Documents? Terms of Service. To report copyright violations, email copyright @ala 7g
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[ ] Arbitration pursuant to Section 14.4
| [X]___ Litigation in a court of competent jurisdiction
[ 1 Other: (Specify)
This Agreement shall be construed and governed by the applicable laws of the Commonwealth of Virginia.
Any disputes arising hereunder, resulting in litigation, shall be resolved by bench trial in the Circuit Court for
Russell County, Virginia,
§ 1.4 Definitions
§ 1.4.1 Design-Build Documents, The Design-Build Documents consist of this Agreement between Owner and
Design-Builder and its attached Exhibits (hereinafter, the "Agreement"); other documents listed in this Agreement;
‘and Modifications issued after execution of this Agreement. A Modification is (1) a written amendment to the
Contract signed by both parties, including the Design-Build Amendment, (2) a Change Order, or (3) a Change
Directive,
§ 14.2 The Contract, The Design-Build Documents form the Contract. The Contract represents the entire and
integrated agreement between the parties and supersedes prior negotiations, representations or agreements, either
‘written or oral. The Contract may be amended or modified only by a Modification. The Design-Build Documents shall
‘not be construed to create a contractual relationship of any kind between any persons or entities other than the Owner
and the Design-Builder.
§ 1.43 The Work. The term "Work" means the design, construction and related services required to fulfill the
Design-Builder’s obligations under the Design-Build Documents, whether completed or partially completed, and
includes all labor, materials, equipment and services provided or to be provided by the Design-Builder. The Work may
constitute the whole or a part of the Project.
§ 1.44 The Project. The Project is the total design and construction of which the Work performed under the
Design-Build Documents may be the whole or a part, and may include design and construction by the Owner and by
separate contractors.
§ 1.455 Instruments of Service. Instruments of Service are representations, in any medium of expression now known or
later developed, of the tangible and intangible creative work performed by the Design-Builder, Contractor(s),
Architect, and Consultant(s) under their respective agreements. Instruments of Service may include, without
limitation, studies, surveys, models, sketches, drawings, specifications, digital models and other similar materials.
§ 1.46 Submittal. A Submittal is any submission to the Owner for review and approval demonstrating how the
Design-Builder proposes to conform to the Design-Build Documents for those portions of the Work for which the
Design-Build Documents require Submittals. Submittals include, but are not limited to, shop drawings, product data,
and samples. Submittals are not Design-Build Documents unless incorporated into a Modification.
§ 1.4.7 Owner, The Owner is the person or entity identified as such in the Agreement and is referred to throughout the
Design-Build Documents as if singular in number, The term "Owner" means the Owner or the Owner’s authorized
representative
§ 1.48 Design Builder. The Design-Builder is the person or entity identified as such in the Agreement and is referred to
throughout the Design-Build Documents as if singular in number. The term "Design-Builder" means the
Design-Builder or the Design-Builder’s authorized representative,
§ 149 Consultant, A Consultant is a person or entity providing professional services for the Design-Builder for all or
a portion of the Work, and is referred to throughout the Design-Build Documents as if singular in number. To the
‘extent required by the relevant jurisdiction, the Consultant shall be lawfully licensed to provide the required
professional services.
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
tne AIA Logo, and AIA Contract Documents” are registered trademarks and may not be used without permission This document was produced by AIA software st
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
1 accordance withthe AIA Contract Documents? Terms of Service. To report copyright violations, email copyright @ala 7g
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§ 1.4.10 Architect. The Architect is a person or entity providing design services for the Design-Builder for all or a
portion of the Work, and is lawfully licensed to practice architecture in the applicable jurisdiction. The Architect is
referred to throughout the Design-Build Documents as if singular in number.
§ 1.4.41 Contractor. A Contractor is a person or entity performing all or a portion of the construction, required in
connection with the Work, for the Design-Builder. The Contractor shall be lawfully licensed, if required in the
jurisdiction where the Project is located. The Contractor is referred to throughout the Design-Build Documents as if
singular in number and means a Contractor or an authorized representative of the Contractor.
§ 1.4.12 Confidential information, Confidential Information is information containing confidential or business
proprietary information that is clearly marked as "confidential."
§ 1.4.43 Contract Time. Unless otherwise provided, Contract Time is the period of time, including authorized
adjustments, as set forth in the Design-Build Amendment for Substantial Completion of the Work.
§ 1.4.14 Day. The term "day" as used in the Design-Build Documents shall mean calendar day unless otherwise
specifically defined,
§ 1.4.15 Contract Sum. The Contract Sum is the amount to be paid to the Design-Builder for performance of the Work.
after execution of the Design-Build Amendment, as identified in Article A.1 of the Design-Build Amendment,
ARTICLE 2. COMPENSATION AND PROGRESS PAYMENTS.
(Table deleted)
(Paragraphs deleted)
| (Paragraphs deleted)
§ 22 Contract Sum and Payment for Work Performed After Execution of Design-Build Amendment
For the Design-Builder’s performance of the Work after execution of the Design-Build Amendment, the Owner shall
pay to the Design-Builder the Contract Sum in current funds as agreed in the Design-Build Amendment.
ARTICLE 3. GENERAL REQUIREMENTS OF THE WORK OF THE DESIGN-BUILD CONTRACT
§ 3.1 General
sing requirements in the jurisdiction where the
§ 3.4.2 The Design-Builder shall designate in writing a representative who is authorized to act on the Design-Builder’s
behalf with respect to the Project.
§ 3.43 The Design-Builder shall perform the Work in accordance with the Design-Build Documents. The
Design-Builder shall not be relieved of the obligation to perform the Work in accordance with the Design-Build
Documents by the activities, tests, inspections or approvals of the Owner.
§ 3.1.3.4 The Design-Builder shall perform the Work in compliance with applicable laws, statutes, ordinances, codes,
rules and regulations, or lawful orders of public authorities. If the Design-Builder performs Work contrary to
applicable laws, statutes, ordinances, codes, rules and regulations, and lawful orders of public authorities, the
Design-Builder shall assume responsibility for such Work and shall bear the costs attributable to correction,
§ 3.1.3.2 Neither the Design-Builder nor any Contractor, Consultant, or Architect shall be obligated to perform any act
which they believe will violate any applicable laws, statutes, ordinances, codes, rules and regulations, or lawful orders
of public authorities. If the Design-Builder determines that implementation of any instruction received from the
‘Owner, including those in the Owner's Criteria, would cause a violation of any applicable laws, statutes, ordinances,
codes, rules and regulations, or lawful orders of public authorities, the Design-Builder shall notify the Owner in
writing, Upon verification by the Owner that a change to the Owner’s Criteria is required to remedy the violation, the
‘Owner and the Design-Builder shall execute a Modification in accordance with Article 6.
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
tne AIA Logo, and AIA Contract Documents” are registered trademarks and may not be used without permission This document was produced by AIA software st
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
1 accordance withthe AIA Contract Documents? Terms of Service. To report copyright violations, email copyright @ala 7g
User Notes: (1952110131)
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§ 3.1.4 The Design-Builder shall be responsible to the Owner for acts and omissions of the Design-Builder’s
employees, Architect, Consultants, Contractors, and their agents and employees, and other persons or entities
performing portions of the Work.
§ 3.1.5 General Consultation, The Design-Builder shall schedule and conduct periodic meetings with the Owner to
review matters such as procedures, progress, coordination, and scheduling of the Work
§ 3.1.6 When applicable law requires that services be performed by licensed professionals, the Design-Builder shall
provide those services through qualified, licensed professionals. The Owner understands and agrees that the services
of the Design-Builder’s Architect and the Design-Builder’s other Consultants are performed in the sole interest of, and
for the exclusive benefit of, the Design-Builder.
§ 3.47 The Design-Builder, with the assistance of the Owner, shall prepare and file documents required to obtain
necessary approvals of governmental authorities having jurisdiction over the Project.
§ 3.18 Progress Reports
§ 3.1.8.4 The Design-Builder shall keep the Owner informed of the progress and quality of the Work. On a monthly
basis, or otherwise as agreed to by the Owner and Design-Builder, the Design-Builder shall submit written progress
reports to the Owner, showing estimated percentages of completion and other information identified below
Work completed for the period;
Project schedule status;
Submittal schedule and status report, including a summary of outstanding Submittals;
Responses to requests for information to be provided by the Owner;
Approved Change Orders and Change Directives;
Pending Change Order and Change Directive status reports;
‘Tests and inspection reports;
Status report of Work rejected by the Owner;
Status of Claims previously submitted in accordance with Article 14;
JO Cumulative total of the Cost of the Work to date including the Design-Builder’s compensation and
Reimbursable Expenses, if any;
11 Current Project cash-flow and forecast reports; and
2 Additional information as agreed to by the Owner and Design-Builder.
poeta deh =
§ 3.1.8.2 In addition, where the Contract Sum is the Cost of the Work with or without a Guaranteed Maximum Price,
the Design-Builder shall include the following additional information in its progress reports
‘A Design-Builder’s work force report;
2 Equipment utilization report; and
3° Cost summary, comparing actual costs to updated cost estimates.
§ 3.1.9 Design-Builder’s Schedules
§ 3.4.9.4 The Design-Builder, promptly after execution of this Agreement, shall prepare and submit for the Owner's
information a schedule for the Work. The schedule, including the time required for design and construction, shall not,
exceed time limits current under the Design-Build Documents, shall be revised at appropriate intervals as required by
the conditions of the Work and Project, shall be related to the entire Project to the extent required by the Design-Build
Documents, shall provide for expeditious and practicable execution of the Work, and shall include allowances for
periods of time required for the Owner's review and for approval of submissions by authorities having jurisdiction
‘over the Project.
§ 3.1.9.2 The Design-Builder shall perform the Work in general accordance with the most recent schedules submitted
to the Owner.
§ 31.10 Certifications. Upon the Owner's written request, the Design-Builder shall obtain from the Architect,
Consultants, and Contractors, and furnish to the Owner, certifications with respect to the documents and services
provided by the Architect, Consultants, and Contractors (a) that, to the best of their knowledge, information and belief,
the documents or services to which the certifications relate (i) are consistent with the Design-Build Documents, except
to the extent specifically identified in the certificate, and (ii) comply with applicable laws, statutes, ordinances, codes,
rules and regulations, or lawful orders of public authorities governing the design of the Project; and (b) that the Owner
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
tne AIA Logo, and AIA Contract Documents” are registered trademarks and may not be used without permission This document was produced by AIA software st
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
1 accordance withthe AIA Contract Documents? Terms of Service. To report copyright violations, email copyright @ala 7g
User Notes: (1952110131)
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‘and its consultants shall be entitled to rely upon the accuracy of the representations and statements contained in the
certifications, The Design-Builder’s Architect, Consultants, and Contractors shall not be required to execute
certificates or consents that would require knowledge, services or responsibilities beyond the scope of their services.
§ 3.1.11 Design-Builder's Submittals
§ 3.1.11.1 Prior to submission of any Submittals, the Design-Builder shall prepare a Submittal schedule, and shall
submit the schedule for the Owner's approval. The Owner’s approval shall not unreasonably be delayed or withheld.
‘The Submittal schedule shall (1) be coordinated with the Design-Builder’s schedule provided in Section 3.1.9.1,
(2) allow the Owner reasonable time to review Submittals, and (3) be periodically updated to reflect the progress of
the Work. If the Design-Builder fails to submit a Submittal schedule, the Design-Builder shall not be entitled to any
increase in Contract Sum or extension of Contract Time based on the time required for review of Submittal.
§ 3.1.11.2 By providing Submittals the Design-Builder represents to the Owner that it has (1) reviewed and approved
them, (2) determined and verified materials, field measurements and field construction criteria related thereto, or will
do so and (3) checked and coordinated the information contained within such Submittals with the requirements of the
‘Work and of the Design-Build Documents
§ 3.1.11. The Design-Builder shall perform no portion of the Work for which the Design-Build Documents require
Submittals until the Owner has approved the respective Submittal.
§ 3.4.11.4 The Work shall be in accordance with approved Submittals except that the Design-Builder shall not be
relieved of its responsibility to perform the Work consistent with the requirements of the Design-Build Documents,
‘The Work may deviate from the Design-Build Documents only if the Design-Builder has notified the Owner in writing
of a deviation from the Design-Build Documents at the time of the Submittal and a Modification is executed
authorizing the identified deviation. The Design-Builder shall not be relieved of responsibility for errors or omissions
in Submittals by the Owner's approval of the Submittals.
§ 3.1115 All professional design services or certifications to be provided by the Design-Builder, including all
<rawings, calculations, specifications, certifications, shop drawings and other Submittals, shall contain the signature
and seal of the licensed design professional preparing them. Submittals related to the Work designed or certified by the
licensed design professionals, if prepared by others, shall bear the licensed design professional's written approval. The
‘Owner and its consultants shall be entitled to rely upon the adequacy, accuracy and completeness of the services,
certifications or approvals performed by such design professionals.
§ 3.4.42 Warranty. The Design-Builder warrants to the Owner that materials and equipment furnished under the
Contract will be of good quality and new unless the Design-Build Documents require or permit otherwise. The
Design-Builder further warrants that the Work will conform to the requirements of the Design-Build Documents and
will be free from defects, except for those inherent in the quality of the Work or otherwise expressly permitted by the
Design-Build Documents. Work, materials, or equipment not conforming to these requirements may be considered
defective. The Design-Builder’s warranty excludes remedy for damage or defect caused by abuse, alterations to the
Work not executed by the Design-Builder, improper or insufficient maintenance, improper operation, or normal wear
and tear and normal usage. If required by the Owner, the Design-Builder shall furnish satisfactory evidence as to the
kind and quality of materials and equipment.
§ 3.1.13 Royalties, Patents and Copyrights
§ 3.4.13 The Design-Builder shall pay all royalties and license fees.
§ 3.4.13.2 The Design-Builder shall defend suits or claims for infringement of copyrights and patent rights and shall
hold the Owner and its separate contractors and consultants harmless from loss on account thereof, but shall not be
responsible for such defense or loss when a particular design, process or product of a particular manufacturer or
manufacturers is required by the Owner, or where the copyright violations are required in the Owner's Criteria,
However, if the Design-Builder has reason to believe that the design, process or product required in the Owner's
Criteria is an infringement of a copyright or a patent, the Design-Builder shall be responsible for such loss unless such
information is promptly furnished to the Owner, If the Owner receives notice from a patent or copyright owner of an.
alleged violation of a patent or copyright, attributable to the Design-Builder, the Owner shall give prompt written
notice to the Design-Builder.
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
tne AIA Logo, and AIA Contract Documents” are registered trademarks and may not be used without permission This document was produced by AIA software st
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
‘accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mal copyrign@ala or.
User Notes: (1952110131)
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epchnfrfrhlcfecsrl~jllcvnscph�rhwcfghc}wnhp�lc�prfhprvcvlclhfciepfgcrnc�h~frenc����dghcyhlrzn{|jrkshpclgvkkcfghphvifhpc
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§ 3.1.14 Indemnification
§ 3.4.144 To the fullest extent permitted by law, the Design-Builder shall indemnify and hold harmless the Owner,
including the Owner's agents and employees, from and against claims, damages, losses and expenses, including but
not limited to attorneys” fees, arising out of or resulting from performance of the Work, but only to the extent caused
by the negligent acts or omissions of the Design-Builder, Architect, a Consultant, a Contractor, or anyone directly or
indirectly employed by them or anyone for whose acts they may be liable. Such obligation shall not be construed to
negate, abridge, or reduce other rights or obligations of indemnity that would otherwise exist as to a party or person
described in this Section 3.1.14.
§ 3.4.142 The indemnification obligation under this Section 3.1.14 shall not be limited by a limitation on amount or
type of damages, compensation, or benefits payable by or for Design-Builder, Architect, a Consultant, a Contractor, or
anyone directly or indirectly employed by them, under workers’ compensation acts, disability benefit acts or other
employee benefit acts.
§ 3.1.15 Contingent Assignment of Agreements
§ 3.1.15 Each agreement for a portion of the Work is assigned by the Design-Builder to the Owner, provided that
1 assignment is effective only after termination of the Contract by the Owner for cause, pursuant to
Sections 13.1.4 or 13.2.2, and only for those agreements that the Owner accepts by written notification,
to the Design-Builder and the Architect, Consultants, and Contractors whose agreements are accepted
for assignment; and
2 assignment is subject to the prior rights of the surety, if any, obligated under bond relating to the
Contract.
When the Owner accepts the assignment of an agreement, the Owner assumes the Design-Builder’s rights and
obligations under the agreement,
§ 3.1152 Upon such assignment, ifthe Work has been suspended for more than 30 days, the compensation under the
assigned agreement shall be equitably adjusted for increases in cost resulting from the suspension,
§ 3.1153 Upon such assignment to the Owner under this Section 3.1.15, the Owner may further assign the agreement
toa successor design-builder or other entity. Ifthe Owner assigns the agreement to a successor design-builder or other
entity, the Owner shall nevertheless remain legally responsible for all of the successor design-builder’s or other
entity's obligations under the agreement.
§ 3.1.16 Design-Builder’s Insurance and Bonds, The Design-Builder shall purchase and maintain insurance and
provide bonds as set forth in Exhibit B.
ARTICLE 4 WORK PRIOR TO EXECUTION OF THE DESIGN-BUILD AMENDMENT
§ 4.4 General
§ 4.4.4 Any information submitted by the Design-Builder, and any interim decisions made by the Owner, shall be for
the purpose of facilitating the design process and shall not modify the Owner’s Criteria unless the Owner and
Design-Builder execute a Modification.
§ 4.4.2 The Design-Builder shall advise the Owner on proposed site use and improvements, selection of materials, and
building systems and equipment. The Design-Builder shall also provide the Owner with recommendations, consistent
with the Owner’s Criteria, on constructability; availability of materials and labor; time requirements for procurement,
installation and construction; and factors related to construction cost including, but not limited to, costs of alternative
designs or materials, preliminary budgets, life-cycle data, and possible cost reductions,
§ 42 Evaluation of the Owner's Criteria
§ 4.2.4 The Design-Builder shall schedule and conduct meetings with the Owner and any other necessary individuals
or entities to discuss and review the Owner’s Criteria as set forth in Section 1.1. The Design-Builder shall thereafter
again meet with the Owner to discuss a preliminary evaluation of the Owner’s Criteria. The preliminary evaluation
shall address possible alternative approaches to design and construction of the Project and include the
Design-Builder’s recommendations, if any, with regard to accelerated or fast-track scheduling, procurement, or
phased construction, The preliminary evaluation shall consider cost information, constructability, and procurement
and construction scheduling issues.
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
tne AIA Logo, and AIA Contract Documents” are registered trademarks and may not be used without permission This document was produced by AIA software st
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
‘accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mal copyrign@ala or.
User Notes: (1952110131)
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§ 422 After the Design-Builder meets with the Owner and presents the preliminary evaluation, the Design-Builder
shall provide a written report to the Owner, summarizing the Design-Builder’s evaluation of the Owner's Criteria. The
report shall also include
A allocations of program functions, detailing each function and their square foot areas;
2 apreliminary estimate of the Cost of the Work, and, if necessary, recommendations to adjust the
Owner’s Criteria to conform to the Owner's budget;
3 apreliminary schedule, which shall include proposed design milestones; dates for receiving additional
information from, or for work to be completed by, the Owner; anticipated date for the Design-Builder’s
Proposal; and dates of periodic design review sessions with the Owner; and
A the following:
§ 42.3 The Owner shall review the Design-Builder’s written report and, if acceptable, provide the Design-Builder
with written consent to proceed to the development of the Preliminary Design as described in Section 4.3. The consent
to proceed shall not be understood to modily the Owner’s Criteria unless the Owner and Design-Builder execute a
Modification.
§ 43 Preliminary Design
§ 43.4 Upon the Owner’s issuance of a written consent to proceed under Section 4.2.3, the Design-Builder shall
prepare and submit a Preliminary Design to the Owner. The Preliminary Design shall include a report identifying any
deviations from the Owner's Criteria, and shall include the following:
4 Confirmation of the allocations of program functions;
2 Site plan;
3. Building plans, sections and elevations;
4 Structural system;
5 Selections of major building systems, including but not limited to mechanical, electrical and plumbing
systems; and
§ Outline specifications or sufficient drawing notes describing construction materials.
‘The Preliminary Design may include some combination of physical study models, perspective sketches, or digital
modeling.
§ 43.2 The Owner shall review the Preliminary Design and, if acceptable, provide the Design-Builder with written
‘consent to proceed to development of the Design-Builder’s Proposal. The Preliminary Design shall not modify the
‘Owner’s Criteria unless the Owner and Design-Builder execute a Modification,
§ 44 Design Builder's Proposal
§ 444 Upon the Owner’s isstiance of a written consent to proceed under Section 4.3.2, the Design-Builder shall
prepare and submit the Design-Builder’s Proposal to the Owner. The Design-Builder’s Proposal shall include the
following:
A Alist of the Preliminary Design documents and other information, including the Design-Builder’s
clarifications, assumptions and deviations from the Owner’ Criteria, upon which the Design-Builder’s
Proposal is based;
2 The proposed Contract Sum, including the compensation method and, if based upon the Cost of the
Work plus a fee, a written statement of estimated cost organized by trade categories, allowances,
contingencies, Design-Builder’s Fee, and other items that comprise the Contract Sum;
The proposed date the Design-Builder shall achieve Substantial Completion;
‘An enumeration of any qualifications and exclusions, if applicable;
A st of the Design-Builder’s key personnel, Contractors and suppliers; and
The date on which the Design-Builder’s Proposal expires.
§ 4.42 Submission of the Design-Builder’s Proposal shall constitute a representation by the Design-Builder that it has
visited the site and become familiar with local conditions under which the Work is to be complete.
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
tne AIA Logo, and AIA Contract Documents” are registred trademarks and may not be used without permission This document was produced by AIA sofware at 49
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
‘accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mal copyrign@ala or.
User Notes: (1952110131)
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§ 4.43 If the Owner and Design-Builder agree on a proposal, the Owner and Design-Builder shall execute the
Design-Build Amendment setting forth the terms of their agreement.
ARTICLE 5 WORK FOLLOWING EXECUTION OF THE DESIGN-BUILD AMENDMENT
§ 5.4 Construction Documents
§ 5.4.4 Upon the execution of the Design-Build Amendment, the Design-Builder shall prepare
Documents. The Construction Documents shall establish the quality levels of materials and systems required. The
Construction Documents shall be consistent with the Design-Build Documents,
§ 5.1.2 The Design-Builder shall provide the Construction Documents to the Owner for the Owner’s information. If
the Owner discovers any deviations between the Construction Documents and the Design-Build Documents, the
‘Owner shall promptly notify the Design-Builder of such deviations in writing. The Construction Documents shall not
‘modify the Design-Build Documents unless the Owner and Design-Builder execute a Modification. The failure of the
‘Owner to discover any such deviations shall not relieve the Design-Builder of the obligation to perform the Work in
accordance with the Design-Build Documents.
§ 5.2 Construction
§ 5.2.4 Commencement. Except as permitted in Section 5.2.2, construction shall not commence prior to execution of
the Design-Build Amendment.
§ 5.2.2 If the Owner and Design-Builder agree in writing, construction may proceed prior to the execution of the
Design-Build Amendment. However, such authorization shall not waive the Owner’s right to reject the
Design-Builder’s Proposal.
§ 5.2.3 The Design-Builder shall supervise and direct the Work, using the Design-Builder’s best skill and attention,
The Design-Builder shall be solely responsible for, and have control over, construction means, methods, techniques,
sequences and procedures, and for coordinating all portions of the Work under the Contract, unless the Design-Build
Documents give other specific instructions concerning these matters.
§ 52.4 The Design-Builder shall be responsible for inspection of portions of Work already performed to determine
that such portions are in proper condition to receive subsequent Work.
§ 5.3 Labor and Materials
§ 5.3.4 Unless otherwise provided in the Design-Build Documents, the Design-Builder shall provide and pay for labor,
‘materials, equipment, tools, construction equipment and machinery, water, heat, utilities, transportation, and other
facilities and services, necessary for proper execution and completion of the Work, whether temporary or permanent,
‘and whether or not incorporated or to be incorporated in the Work.
§ 5.3.2 When a material or system is specified in the Design-Build Documents, the Design-Builder may make
substitutions only in accordance with Article 6,
§ 5.33 The Design-Builder shall enforce strict discipline and good order among the Design-Builder’s employees and
other persons carrying out the Work. The Design-Builder shall not permit employment of unfit persons or persons not
properly skilled in tasks assigned to them,
§ 54 Taxes
‘The Design-Builder shall pay sales, consumer, use and similar taxes, for the Work provided by the Design-Builder,
that are legally enacted when the Design-Build Amendment is executed, whether or not yet effective or merely
scheduled to go into effect.
§ 5.5 Permits, Fees, Notices and Compliance with Laws
§ 5.5.4 Unless otherwise provided in the Design-Build Documents, the Design-Builder shall secure and pay for the
building permit as well as any other permits, fees, licenses, and inspections by government agencies, necessary for
proper execution of the Work and Substantial Completion of the Project.
§ 552 The Design-Builder shall comply with and give notices required by applicable laws, statutes, ordinances,
codes, rules and regulations, and lawful orders of public authorities, applicable to performance of the Work.
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
tne AIA Logo, and AIA Contract Documents” are registred trademarks and may not be used without permission. This document was produced by AIA sofware at 4.4
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
1 accordance withthe AIA Contract Documents? Terms of Service. To report copyright violations, email copyright @ala 7g
User Notes: (1952110131)
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§ 5.5.3 Concealed or Unknown Conditions, If the Design-Builder encounters conditions at the site that are
(1) subsurface or otherwise concealed physical conditions that differ materially from those indicated in the
Design-Build Documents or (2) unknown physical conditions of an unusual nature that differ materially from those
ordinarily found to exist and generally recognized as inherent in construction activities of the character provided for in
the Design-Build Documents, the Design-Builder shall promptly provide notice to the Owner before conditions are
disturbed and in no event later than 21 days after first observance of the conditions. The Owner shall promptly
investigate such conditions and, if the Owner determines that they differ materially and cause an increase or deci
in the Design-Builder’s cost of, or time required for, performance of any part of the Work, shall recommend an
‘equitable adjustment in the Contract Sum or Contract Time, or both. If the Owner determines that the conditions at the
site are not materially different from those indicated in the Design-Build Documents and that no change in the terms of
the Contract is justified, the Owner shall promptly notify the Design-Builder in writing, stating the reasons. If the
Design-Builder disputes the Owner’s determination or recommendation, the Design-Builder may proceed as provided
in Article 14,
§ 5.54 If, in the course of the Work, the Design-Builder encounters human remains, or recognizes the existence of
burial markers, archaeological sites, or wetlands, not indicated in the Design-Build Documents, the Design-Builder
shall immediately suspend any operations that would affect them and shall notify the Owner. Upon receipt of such
notice, the Owner shall promptly take any action necessary to obtain governmental authorization required to resume
the operations, The Design-Builder shall continue to suspend such operations until otherwise instructed by the Owner
bbut shall continue with all other operations that do not affect those remains or features. Requests for adjustments in the
Contract Sum and Contract Time arising from the existence of such remains or features may be made as provided in
Article 14,
§ 56 Allowances
§ 58.4 The Design-Builder shall include in the Contract Sum all allowances stated in the Design-Build Documents.
Items covered by allowances shall be supplied for such amounts, and by such persons or entities as the Owner may
direct, but the Design-Builder shall not be required to employ persons or entities to whom the Design-Builder has
reasonable objection.
§ 5.6.2 Unless otherwise provided in the Design-Build Documents,
A allowances shall cover the cost to the Design-Builder of materials and equipment delivered at the site
and all required taxes, less applicable trade discounts;
2 the Design-Builder’s costs for unloading and handling at the site, labor, installation costs, overhead,
profit, and other expenses contemplated for stated allowance amounts, shall be included in the Contract,
‘Sum but not in the allowances; and
3 whenever costs are more than or less than allowances, the Contract Sum shall be adjusted accordingly
by Change Order. The amount of the Change Order shall reflect (1) the difference between actual costs
and the allowances under Section 5.6.2.1 and (2) changes in Design-Builder’s costs under
Section 5.6.2.2
§ 56.3 The Owner shall make selections of materials and equipment with reasonable promptness for allowances
requiring Owner selection.
§ 57 Key Personnel, Contractors and Suppliers
§ 5.7.4 The Design-Builder shall not employ personnel, or contract with Contractors or suppliers to whom the Owner
has made reasonable and timely objection. The Design-Builder shall not be required to contract with anyone to whom
the Design-Builder has made reasonable and timely objection.
§ 5.7.2 If the Design-Builder changes any of the personnel, Contractors or suppliers identified in the Design-Build
Amendment, the Design-Builder shall notify the Owner and provide the name and qualifications of the new personnel,
Contractor or supplier. The Owner may reply within 14 days to the Design-Builder in writing, stating (1) whether the
‘Owner has reasonable objection to the proposed personnel, Contractor or supplier or (2) that the Owner requires
additional time to review. Failure of the Owner to reply within the 14-day period shall constitute notice of no
reasonable objection,
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
tne AIA Logo, and AIA Contract Documents” are registred trademarks and may not be used without permission This document was produced by AIA sofware 4.9
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
1 accordance withthe AIA Contract Documents? Terms of Service. To report copyright violations, email copyright @ala 7g
User Notes: (1952110131)
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§ 5.7.3 Except for those persons or entities already identified or required in the Design-Build Amendment, the
Design-Builder, as soon as practicable after execution of the Design-Build Amendment, shall furnish in writing to the
‘Owner the names of persons or entities (including those who are to furnish materials or equipment fabricated to a
special design) proposed for each principal portion of the Work. The Owner may reply within 14 days to the
Design-Builder in writing stating (1) whether the Owner has reasonable objection to any such proposed person or
‘entity or (2) that the Owner requires additional time for review. Failure of the Owner to reply within the 14-day period
shall constitute notice of no reasonable objection.
§ 5.7.3. If the Owner has reasonable objection to a person or entity proposed by the Design-Builder, the
Design-Builder shall propose another to whom the Owner has no reasonable objection. Ifthe rejected person or entity
was reasonably capable of performing the Work, the Contract Sum and Contract Time shall be increased or decreased
by the difference, if any, occasioned by such change, and an appropriate Change Order shall be issued before
‘commencement of the substitute person or entity's Work. However, no increase in the Contract Sum or Contract Time
shall be allowed for such change unless the Design-Builder has acted promptly and responsively in submitting names
as required.
§ 5.8 Documents and Submittals at the Site
‘The Design-Builder shall maintain at the site for the Owner one copy of the Design-Build Documents and a current set
of the Construction Documents, in good order and marked currently to indicate field changes and selections made
during construction, and one copy of approved Submittals. The Design-Builder shall deliver these items to the Owner
in accordance with Section 9.10.2 as a record of the Work as constructed.
§ 59 Use of Site
The Design-Builder shall confine operations at the site to areas permitted by applicable laws, statutes, ordinances,
codes, rules and regulations, lawful orders of public authorities, and the Design-Build Documents, and shall not
unreasonably encumber the site with materials or equipment.
§ 5.10 Cutting and Patching
‘The Design-Builder shall not cut, patch or otherwise alter fully or partially completed construction by the Owner or a
‘ontractor except with written consent of the Owner and of such separate contractor; such consent shall not be
unreasonably withheld. The Design-Builder shall not unreasonably withhold from the Owner or a separate contractor
the Design-Builder’s consent to cutting or otherwise altering the Work.
§ 5.11 Cleaning Up
§ 5.111 The Design-Builder shall keep the premises and surrounding area free from accumulation of waste materials
‘or rubbish caused by operations under the Contract. At completion of the Work, the Design-Builder shall remove
‘waste materials, rubbish, the Design-Builder’s tools, construction equipment, machinery and surplus materials from
and about the Project.
§ 5.11.2 If the Design-Builder fails to clean up as provided in the Design-Build Documents, the Owner may do so and
‘Owner shall be entitled to reimbursement from the Design-Builder.
§ 5.12 Access to Work
The Design-Builder shall provide the Owner and its separate contractors and consultants access to the Work in
preparation and progress wherever located. The Design-Builder shall notify the Owner regarding Project safety
criteria and programs, which the Owner, and its contractors and consultants, shall comply with while at the site.
§ 5.13 Construction by Owner or by Separate Contractors
§ 5.13.1 Owner's Right to Perform Construction and to Award Separate Contracts
§ 5.13.14 The Owner reserves the right to perform construction or operations related to the Project with the Owner's
‘own forces; and to award separate contracts in connection with other portions of the Project, or other construction oF
‘operations on the site, under terms and conditions identical or substantially similar to this Contract, including those
terms and conditions related to insurance and waiver of subrogation. The Owner shall notify the Design-Builder
promptly after execution of any separate contract. Ifthe Design-Builder claims that delay or additional cost is involved
because of such action by the Owner, the Design-Builder shall make a Claim as provided in Article 14.
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
tne AIA Logo, and AIA Contract Documents” are registred trademarks and may not be used without permission This document was produced by AIA sofware at 4.3
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
1 accordance withthe AIA Contract Documents? Terms of Service. To report copyright violations, email copyright @ala 7g
User Notes: (1952110131)
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§ 5.3.1.2 When separate contracts are awarded for different portions of the Project or other construction or operations.
‘on the site, the term "Design-Builder” in the Design-Build Documents in each case shall mean the individual or entity
that executes each separate agreement with the Owner.
§ 5.13.13 The Owner shall provide for coordination of the activities of the Owner’s own forces, and of each separate
contractor, with the Work of the Design-Builder, who shall cooperate with them, The Design-Builder shall participate
with other separate contractors and the Owner in reviewing their construction schedules. The Design-Builder shall
‘make any revisions to the construction schedule deemed necessary after a joint review and mutual agreement. The
shall then constitute the schedules to be used by the Design-Builder, separate contractors and
the Owner until subsequently revised
§ 5.13.14 Unless otherwise provided in the Design-Build Documents, when the Owner performs construction oF
‘operations related to the Project with the Owner's own forces or separate contractors, the Owner shall be deemed to be
subject to the same obligations, and to have the same rights, that apply to the Design-Builder under the Contract.
§ 5.14 Mutual Responsibility
§ 5.14.1 The Design-Builder shall afford the Owner and separate contractors reasonable opportunity for introduction,
and storage of their materials and equipment and performance of their activities, and shall connect and coordinate the
Design-Builder’s construction and operations with theirs as required by the Design-Build Documents.
§ 5.142 If part of the Design-Builder’s Work depends upon construction of operations by the Owner or a separate
contractor, the Design-Builder shall, prior to proceeding with that portion of the Work, prepare a written report to the
‘Owner, identifying apparent discrepancies or defects in the construction or operations by the Owner or separate
contractor that would render it unsuitable for proper execution and results of the Design-Builder’s Work. Failure of the
Design-Builder to report shall constitute an acknowledgment that the Owner's or separate contractor’s completed or
partially completed construction is fit and proper to receive the Design-Builder’s Work, except as to defects not then
reasonably discoverable.
§ 5.143 The Design-Builder shall reimburse the Owner for costs the Owner incurs that are payable to a separate
contractor because of the Design-Builder’s delays, improperly timed activities or defective construction. The Owner
shall be responsible to the Design-Builder for costs the Design-Builder incurs because of a separate contractor's
delays, improperly timed activities, damage to the Work or defective construction.
§ 5.14.4 The Design-Builder shall promptly remedy damage the Design-Builder wrongfully causes to completed or
partially completed construction or to property of the Owner or separate contractors as provided in Section 10.2.5.
§ 5.14.5 The Owner and each separate contractor shall have the same responsibilities for cutting and patching the
Work as the Design-Builder has with respect to the construction of the Owner or separate contractors in Section 5.10.
§ 5.15 Owner's Right to Clean Up
Ifa dispute arises among the Design-Builder, separate contractors and the Owner as to the responsibility under their
respective contracts for maintaining the premises and surrounding area free from waste materials and rubbish, the
‘Owner may clean up and will allocate the cost among those responsible.
ARTICLE 6 CHANGES IN THE WORK
§ 6.1 General
§ 6.1.4 Changes in the Work may be accomplished after execution of the Contract, and without invalidating the
Contract, by Change Order or Change Directive, subject to the limitations stated in this Article 6 and elsewhere in the
Design-Build Documents.
§ 6.4.2.4 Change Order shall be based upon agreement between the Owner and Design-Builder. The Owner may issue
‘a Change Directive without agreement by the Design-Builder.
§ 6.4.3 Changes in the Work shall be performed under applicable provisions of the Design-Build Documents, and the
Design-Builder shall proceed promptly, unless otherwise provided in the Change Order or Change Directive.
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
tne AIA Logo, and AIA Contract Documents’ are registered trademarks and may not be used without parmission. This document was produced by AIA sofware st 4.4
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
1 accordance withthe AIA Contract Documents? Terms of Service. To report copyright violations, email copyright @ala 7g
User Notes: (1952110131)
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§ 62 Change Orders
A Change Order is a written instrument signed by the Owner and Design-Builder stating their agreement upon all of
the following:
A The change in the Work;
2 The amount of the adjustment, if any, in the Contract Sum or, if prior to execution of the Design-Build
‘Amendment, the adjustment in the Design-Builder’s compensation; and
3 The extent of the adjustment, if any, in the Contract Time.
§ 6.3 Change Directives
§ 6.3.1 A Change Directive is a written order signed by the Owner directing a change in the Work prior to agreement
‘on adjustment, ifany, in the Contract Sum or, if prior to execution of the Design-Build Amendment, the adjustment in
the Design-Builder’s compensation, or Contract Time. The Owner may by Change Directive, without invalidating the
Contract, order changes in the Work within the general scope of the Contract consisting of additions, deletions or other
revisions, the Contract Sum or, if prior to execution of the Design-Build Amendment, the adjustment in the
Design-Builder’s compensation, and Contract Time being adjusted accordingly.
§ 6.3.2 A Change Directive shall be used in the absence of total agreement on the terms of a Change Order.
§ 6.3.3 If the Change Directive provides for an adjustment to the Contract Sum or, if prior to execution of the
Design-Build Amendment, an adjustment in the Design-Builder’s compensation, the adjustment shall be based on one
of the following methods:
1 Mutual acceptance of a lump sum properly itemized and supported by sufficient substantiating data to
permit evaluation;
2 Unit prices stated in the Design-Build Documents or subsequently agreed upon;
3 Cost to be determined in a manner agreed upon by the parties and a mutually acceptable fixed or
percentage fee; or
4 Asprovided in Section 6.3.7.
§ 6.34 If unit prices are stated in the Design-Build Documents or subsequently agreed upon, and if quantities
originally contemplated are materially changed in a proposed Change Order or Change Directive so that application of
such unit prices to quantities of Work proposed will cause substantial inequity to the Owner or Design-Builder, the
applicable unit prices shall be equitably adjusted.
§ 6.3.5 Upon receipt of a Change Directive, the Design-Builder shall promptly proceed with the change in the Work
involved and advise the Owner of the Design-Builder’s agreement or disagreement with the method, if any, provided
in the Change Directive for determining the proposed adjustment in the Contract Sum or, if prior to execution of the
Design-Build Amendment, the adjustment in the Design-Builder’s compensation, or Contract Time,
§ 636 A Change Directive signed by the Design-Builder indicates the Design-Builder’s agreement therewith,
including adjustment in Contract Sum or, if prior to execution of the Design-Build Amendment, the adjustment in the
Design-Builder’s compensation, and Contract Time or the method for determining them, Such agreement shall be
effective immediately and shall be recorded as a Change Order.
§ 6.37 If the Design-Builder does not respond promptly or disagrees with the method for adjustment in the Contract
Sum or, if prior to execution of the Design-Build Amendment, the method for adjustment in the Design-Builder’s
‘compensation, the Owner shall determine the method and the adjustment on the basis of reasonable expenditures and
savings of those performing the Work attributable to the change, including, in case of an increase, an amount for
‘overhead and profit as set forth in the Agreement, or if no such amount is set forth in the Agreement, a reasonable
amount. In such case, and also under Section 6.3.3.3, the Design-Builder shall keep and present, in such form as the
‘Owner may prescribe, an itemized accounting together with appropriate supporting data. Unless otherwise provided in
the Design-Build Documents, costs for the purposes of this Section 6.3.7 shall be limited to the following:
Additional costs of professional services;
Costs of labor, including social security, unemployment insurance, fringe benefits required by
agreement or custom, and workers” compensation insurance;
3 Costs of materials, supplies and equipment, including cost of transportation, whether incorporated or
consumed;
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
the AIA Logo, and AIA Contract Documents” are registred trademarks and may not be used without permission This document was produced by AIA sofware at 4.5
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
1 accordance withthe AIA Contract Documents? Terms of Service. To report copyright violations, email copyright @ala 7g
User Notes: (1952110131)
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4 Rental costs of machinery and equipment, exclusive of hand tools, whether rented from the
Design-Builder or others:
5 Costs of premiums forall bonds and insurance, permit fees, and sales, use or similar taxes related to the
Work; and
§ Additional costs of supervision and field office personnel directly attributable to the change
§ 6.38 The amount of credit to be allowed by the Design-Builder to the Owner for a deletion or change that results in
net decrease in the Contract Sum or, if prior to execution of the Design-Build Amendment, in the Design-Builder’s
compensation, shall be actual net cost, When both additions and credits covering related Work or substitutions are
involved in a change, the allowance for overhead and profit shall be figured on the basis of net increase, if any, with
respect to that change.
§ 6.3.9 Pending final determination of the total cost of a Change Directive to the Owner, the Design-Builder may
request payment for Work completed under the Change Directive in Applications for Payment. The Owner will make
an interim determination for purposes of certification for payment for those costs deemed to be reasonably justified.
‘The Owner's interim determination of cost shall adjust the Contract Sum or, if prior to execution of the Design-Build
Amendment, the Design-Builder’s compensation, on the same basis as a Change Order, subject to the right of
Design-Builder to disagree and assert a Claim in accordance with Article 14
§ 6.3.10 When the Owner and Design-Builder agree with a determination concerning the adjustments in the Contract
Sum or, if prior to execution of the Design-Build Amendment, the adjustment in the Design-Builder’s compensation
and Contract Time, or otherwise reach agreement upon the adjustments, such agreement shall be effective
immediately and the Owner and Design-Builder shall execute a Change Order. Change Orders may be issued for all or
any part of a Change Directive
ARTICLE 7 OWNER'S RESPONSIBILITIES
§ 7.4 General
§ 7.1.4 The Owner shall designate in writing a representative who shall have express authority to bind the Owner with
respect to all Project matters requiring the Owner's approval or authorization.
§ 7.4.2 The Owner shall render decisions in a timely manner and in accordance with the Design-Builder’s schedule
agreed to by the Owner. The Owner shall furnish to the Design-Builder, within 15 days after receipt of a written
request, information necessary and relevant for the Design-Builder to evaluate, give notice of or enforce mechanic's
lien rights. Such information shall include a correct statement of the record legal title to the property on which the
Project is located, usually referred to as the site, and the Owner’s interest therein.
§ 7.2 Information and Services Required of the Owner
§ 7.2.4 The Owner shall furnish information or services required of the Owner by the Design-Build Documents with
reasonable promptness,
§ 7.22 The Owner shall provide, to the extent under the Owner's control and iff not required by the Design-Build
Documents to be provided by the Design-Builder, the results and reports of prior tests, inspections or investigations
conducted for the Project involving structural or mechanical systems; chemical, air and water pollution; hazardous
‘materials; or environmental and subsurface conditions and information regarding the presence of pollutants at the
Project site. Upon receipt of a written request from the Design-Builder, the Owner shall also provide surveys
describing physical characteristics, legal limitations and utility locations for the site of the Project, and a legal
description of the site under the Owner's control.
§ 7.2.3 The Owner shall promptly obtain easements, zoning variances, and legal authorizations or entitlements,
regarding site utilization where essential to the execution of the Project.
§ 7.24 The Owner shall cooperate with the Design-Builder in securing building and other permits, licenses and
inspections
§7.25 The services, information, surveys and reports required to be provided by the Owner under this Agreement,
shall be furnished at the Owner’s expense, and except as otherwise specifically provided in this Agreement or
elsewhere in the Design-Build Documents or to the extent the Owner advises the Design-Builder to the contrary in
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
tne AIA Logo, and AIA Contract Documents” are registred trademarks and may not be used without permission This document was produced by AIA sofware at 4
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
‘accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mal copyrign@ala or.
User Notes: (1952110131)
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writing, the Design-Builder shall be entitled to rely upon the accuracy and completeness thereof. In no event shall the
Design-Builder be relieved of its responsibility to exercise proper precautions relating to the safe performance of the
Work
§ 7.26 If the Owner observes or otherwise becomes aware of a fault or defect in the Work or non-conformity with the
Design-Build Documents, the Owner shall give prompt written notice thereof to the Design-Builder.
§ 7.27 Prior to the execution of the Design-Build Amendment, the Design-Builder may request in writing that the
‘Owner provide reasonable evidence that the Owner has made financial arrangements to fulfill the Owner’s obligations
under the Design-Build Documents and the Design-Builder’s Proposal. Thereafter, the Design-Builder may only
request such evidence if (1) the Owner fails to make payments to the Design-Builder as the Design-Build Documents
require; (2) a change in the Work materially changes the Contract Sum; or (3) the Design-Builder identifies in writing
a reasonable concern regarding the Owner's ability to make payment when due. The Owner shall furnish such
evidence as a condition precedent to commencement or continuation of the Work or the portion of the Work affected
by a material change. After the Owner furnishes the evidence, the Owner shall not materially vary such financial
arrangements without prior notice to the Design-Builder.
§ 7.28 Except as otherwise provided in the Design-Build Documents or when direct communications have been
specially authorized, the Owner shall communicate through the Design-Builder with persons or entities employed or
retained by the Design-Builder.
§ 7.29 Unless required by the Design-Build Documents to be provided by the Design-Builder, the Owner shall, upon
request from the Design-Builder, furnish the services of geotechnical engineers or other consultants for investigation
of subsurface, air and water conditions when such services are reasonably necessary to properly carry out the design
services furnished by the Design-Builder. In such event, the Design-Builder shall specify the services required. Such
services may include, but are not limited to, test borings, test pits, determinations of soil bearing values, percolation
tests, evaluations of hazardous materials, ground corrosion and resistivity tests, and necessary operations for
anticipating subsoil conditions. The services of geotechnical engineer(s) or other consultants shall include preparation
and submission of all appropriate reports and professional recommendations.
§ 7.2.40 The Owner shall purchase and maintain insurance as set forth in Exhibit B. Design-Builder to provide "all
risk” builders risk insurance covering new materials as part of their scope of Work. Owner shall provide property
insurance on the existing structure.
§ 7.3 Submittals
§ 7.3.4 The Owner shall review and approve or take other appropriate action on Submittals. Review of Submittals is
not conducted for the purpose of determining the accuracy and completeness of other details, such as dimensions and
‘quantities; or for substantiating instructions for installation or performance of equipment or systems; or for
determining that the Submittals are in conformance with the Design-Build Documents, all of which remain the
responsibility of the Design-Builder as required by the Design-Build Documents. The Owner's action will be taken in
accordance with the submittal schedule approved by the Owner or, in the absence of an approved submittal schedule,
with reasonable promptness while allowing sufficient time in the Owner’s judgment to permit adequate review. The
‘Owner's review of Submittals shall not relieve the Design-Builder of the obligations under Sections 3.1.11, 3.1.12,
and 5.2.3. The Owner's review shall not constitute approval of safety precautions or, unless otherwise specifically
stated by the Owner, of any construction means, methods, techniques, sequences or procedures. The Owner’ s approval
of a specific item shall not indicate approval of an assembly of which the item is a component.
§ 7.3.2 Upon review of the Submittals required by the Design-Build Documents, the Owner shall notify the
Design-Builder of any non-conformance with the Design-Build Documents the Owner discovers,
§ 7.4 Visits to the site by the Owner shall not be construed to create an obligation on the part of the Owner to make
‘on-site inspections to check the quality or quantity of the Work. The Owner shall neither have control over or charge
of, nor be responsible for, the construction means, methods, techniques, sequences or procedures, or for the safety
precautions and programs in connection with the Work, because these are solely the Design-Builder’s rights and
responsibilities under the Design-Build Documents
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
the AIA Logo, and AIA Contract Documents” are registred trademarks and may not be used without permission This document was produced by AIA sofware at 477
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
1 accordance withthe AIA Contract Documents? Terms of Service. To report copyright violations, email copyright @ala 7g
User Notes: (1952110131)
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§ 7.5 The Owner shall not be responsible for the Design-Builder’s failure to perform the Work in accordance with the
requirements of the Design-Build Documents. The Owner shall not have control over or charge of, and will not be
responsible for acts or omissions of the Design-Builder, Architect, Consultants, Contractors, or their agents or
employees, or any other persons or entities performing portions of the Work for the Design-Builder.
§ 7.6 The Owner has the authority to reject Work that does not conform to the Design-Build Documents. The Owner
shall have authority to require inspection or testing of the Work in accordance with Section 15.5.2, whether or not such
Work is fabricated, installed or completed. However, neither this authority of the Owner nor a decision made in good.
faith either to exercise or not to exercise such authority shall give rise to a duty or responsibility of the Owner to the
Design-Builder, the Architect, Consultants, Contractors, material and equipment suppliers, their agents or employees,
‘or other persons or entities performing portions of the Work.
§ 7.7 The Owner shall determine the date or dates of Substantial Completion in accordance with Section 9.8 and the
date of final completion in accordance with Section 9.10,
§ 7.8 Owner's Right to Stop Work
If the Design-Builder fails to correct Work which is not in accordance with the requirements of the Design-Build
Documents as required by Section 11.2 or persistently fails to carry out Work in accordance with the Design-Build
Documents, the Owner may issue a written order to the Design-Builder to stop the Work, or any portion thereof, until
the cause for such order has been eliminated; however, the right of the Owner to stop the Work shall not give rise to a
duty on the part of the Owner to exercise this right for the benefit of the Design-Builder or any other person or entity,
except to the extent required by Section 5.13.1.3.
§ 7.9 Owner’s Right to Carry Out the Work
Ifthe Design-Builder defaults or neglects to carry out the Work in accordance with the Design-Build Documents and
fails within a ten-day period after receipt of written notice from the Owner to commence and continue correction of
such default or neglect with diligence and promptness, the Owner may, without prejudice to other remedies the Owner
‘may have, correct such deficiencies. In such case, an appropriate Change Order shall be issued deducting from
payments then or thereafter due the Design-Builder the reasonable cost of correcting such deficiencies. If payments
then or thereafter due the Design-Builder are not sufficient to cover such amounts, the Design-Builder shall pay the
difference to the Owner.
ARTICLE 8 TIME
§ 8.1 Progress and Completion
§ 8.4.4 Time limits stated in the Design-Build Documents are of the essence of the Contract. By executing the
Design-Build Amendment the Design-Builder confirms that the Contract Time is a reasonable period for performing,
the Work.
§ 8.1.2 The Design-Builder shall not, except by agreement of the Owner in writing, commence the Work prior to the
effective date of insurance, other than property insurance, required by this Contract. The Contract Time shall not be
adjusted as a result of the Design-Builder’s failure to obtain insurance required under this Contract,
§ 8.1.3 The Design-Builder shall proceed expeditiously with adequate forces and shall achieve Substantial
‘Completion within the Contract Time.
§ 8.2 Delays and Extensions of Time
§ 8.2. If the Design-Builder is delayed at any time in the commencement or progress of the Work by an act or neglect
of the Owner or of a consultant or separate contractor employed by the Owner; or by changes ordered in the Work by
the Owner; or by labor disputes, fire, unusual delay in deliveries, unavoidable casualties or other causes beyond the
Design-Builder’s control; or by delay authorized by the Owner pending mediation and binding dispute resolution oF
by other causes that the Owner determines may justify delay, then the Contract Time shall be extended by Change
Order for such reasonable time as the Owner may determine.
§ 8.2.2 Claims relating to time shall be made in accordance with applicable provisions of Article 14,
§ 82:3 This Section 8.2 does not preclude recovery of damages for delay by either party under other provisions of the
Design-Build Documents.
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
tne AIA Logo, and AIA Contract Documents” are registred trademarks and may not be used without permission This document was produced by AIA sofware at 4g
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
‘accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mal copyrign@ala or.
User Notes: (1952110131)
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ARTICLE 9 PAYMENT APPLICATIONS AND PROJECT COMPLETION
§ 9.41 Contract Sum
‘The Contract Sum is stated in the Design-Build Amendment.
§ 92 Schedule of Values
Where the Contract Sum is based on a stipulated sum or Guaranteed Maximum Price, the Design-Builder, prior to the
first Application for Payment after execution of the Design-Build Amendment shall submit to the Owner a schedule of
values allocating the entire Contract Sum to the various portions of the Work and prepared in such form and supported
by such data to substantiate its accuracy as the Owner may require. This schedule, unless objected to by the Owner,
shall be used as a basis for reviewing the Design-Builder’s Applications for Payment.
§ 9.3 Applications for Payment
§ 9.3.4 Atleast five days before the date established for each progress payment, the Design-Builder shall submit to the
‘Owner an itemized Application for Payment for completed portions of the Work. The application shall be notarized, if
required, and supported by data substantiating the Design-Builder’s right to payment as the Owner may require, such
as copies of requisitions from the Architect, Consultants, Contractors, and material suppliers, and shall reflect
retainage if provided for in the Design-Build Documents.
§ 93.4.1 As provided in Section 6.3.9, Applications for Payment may include requests for payment on account of
changes in the Work that have been properly authorized by Change Directives, or by interim determinations of the
Owner, but not yet included in Change Orders.
§ 93.42 Applications for Payment shall not include requests for payment for portions of the Work for which the
Design-Builder does not intend to pay the Architect, Consultant, Contractor, material supplier, or other persons or
‘entities providing services or work for the Design-Builder, unless such Work has been performed by others whom the
Design-Builder intends to pay and such work performed by others has been identified to the Owner in advance of
payment for such work.
§ 9.3.2 Unless otherwise provided in the Design-Build Documents, payments shall be made for services provided as
well as materials and equipment delivered and suitably stored at the site for subsequent incorporation in the Work. If
approved in advance by the Owner, payment may similarly be made for materials and equipment suitably stored off
the site at a location agreed upon in writing. Payment for materials and equipment stored on or off the site shall be
conditioned upon compliance by the Design-Builder with procedures satisfactory to the Owner to establish the
‘Owner's title to such materials and equipment or otherwise protect the Owner's interest, and shall include the costs of
applicable insurance, storage and transportation to the site for such materials and equipment stored off the site.
§ 9.3.3 The Design-Builder warrants that title to all Work, other than Instruments of Service, covered by an
Application for Payment will pass to the Owner no later than the time of payment. The Design-Builder further
‘warrants that, upon submittal of an Application for Payment, all Work for which Certificates for Payment have been
previously issued and payments received from the Owner shall, to the best of the Design-Builder’s knowledge,
information and belief, be free and clear of liens, claims, security interests or encumbrances in favor of the
Design-Builder, Architect, Consultants, Contractors, material suppliers, or other persons or entities entitled to make a
claim by reason of having provided labor, materials and equipment relating to the Work.
§ 94 Certificates for Payment
‘The Owner shall, within seven days after receipt of the Design-Builder’s Application for Payment, issue to the
Design-Builder a Certificate for Payment indicating the amount the Owner determines is properly due, and notify the
Design-Builder in writing of the Owner’s reasons for withholding certification in whole or in part as provided in
Section 9.5.1
§ 95 Decisions to Withhold Certification
§ 9.5.4 The Owner may withhold a Certificate for Payment in whole or in part to the extent reasonably necessary to
protect the Owner due to the Owner's determination that the Work has not progressed to the point indicated in the
Design-Builder’s Application for Payment, or the quality of the Work is not in accordance with the Design-Build
Documents. If the Owner is unable to certify payment in the amount of the Application, the Owner will notify the
Design-Builder as provided in Section 9.4. if the Design-Builder and Owner cannot agree on a revised amount, the
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
tne AIA Logo, and AIA Contract Documents” are registred trademarks and may not be used without permission This document was produced by AIA sofware t_ 4g)
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
‘accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mal copyrign@ala or.
User Notes: (1952110131)
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‘Owner will promptly issue a Certificate for Payment for the amount that the Owner deems to be due and owing. The
‘Owner may also withhold a Certificate for Payment or, because of subsequently discovered evidence, may nullify the
whole or a part of a Certificate for Payment previously issued to such extent as may be necessary to protect the Owner
from loss for which the Design-Builder is responsible because of
A defective Work, including design and construction, not remedied;
2 third party claims filed or reasonable evidence indicating probable filing of such claims unless security
acceptable to the Owner is provided by the Design-Builder,
3 failure of the Design-Builder to make payments properly to the Architect, Consultants, Contractors oF
others, for services, labor, materials or equipment;
4 reasonable evidence that the Work cannot be completed for the unpaid balance of the Contract Sum;
‘5 damage to the Owner or a separate contractor;
6 reasonable evidence that the Work will not be completed within the Contract Time, and that the unpaid
balance would not be adequate to cover actual or liquidated damages for the anticipated delay; or
7 repeated failure to carry out the Work in accordance with the Design-Build Documents.
§ 9.5.2 When the above reasons for withholding certification are removed, certification will be made for amounts
previously withheld
§ 9.53 If the Owner withholds certification for payment under Section 9.5.1.3, the Owner may, at its sole option, issue
Joint checks to the Design-Builder and to the Architect or any Consultants, Contractor, material or equipment
suppliers, or other persons or entities providing services or work for the Design-Builder to whom the Design-Builder
failed to make payment for Work properly performed or material or equipment suitably delivered.
§ 9.6 Progress Payments
§ 9.6.4 After the Owner has issued a Certificate for Payment, the Owner shall make payment in the manner and within
the time provided in the Design-Build Documents.
§ 9.6.2 The Design-Builder shall pay each Architect, Consultant, Contractor, and other person or entity providing
services or work for the Design-Builder no later than the time period required by applicable law, but in no event more
than seven days after receipt of payment from the Owner the amount to which the Architect, Consultant, Contractor,
and other person or entity providing services or work for the Design-Builder is entitled, reflecting percentages actually
retained from payments to the Design-Builder on account of the portion of the Work performed by the Architect,
Consultant, Contractor, or other person or entity. The Design-Builder shall, by appropriate agreement with each
Architect, Consultant, Contractor, and other person or entity providing services or work for the Design-Builder,
require each Architect, Consultant, Contractor, and other person or entity providing services or work for the
Design-Builder to make payments to subconsultants and subcontractors in a similar manner.
§ 9.63 The Owner will, on request and if practicable, furnish to the Architect, a Consultant, Contractor, or other
person or entity providing services or work for the Design-Builder, information regarding percentages of completion
‘or amounts applied for by the Design-Builder and action taken thereon by the Owner on account of portions of the
‘Work done by such Architect, Consultant, Contractor or other person or entity providing services or work for the
Design-Builder.
§ 9.6.4 The Owner has the right to request written evidence from the Design-Builder that the Design-Builder has
properly paid the Architect, Consultants, Contractors, or other person or entity providing services or work for the
Design-Builder, from amounts paid by the Owner to the Design-Builder for the Work. If the Design-Builder fails to
furnish such evidence within seven days, the Owner shall have the right to contact the Architect, Consultants, and
Contractors to ascertain whether they have been properly paid. The Owner shall have no obligation to pay or to see to
the payment of money to a Consultant or Contractor, except as may otherwise be required by law.
§ 9.65 Design-Builder payments to material and equipment suppliers shall be treated in a manner similar to that
provided in Sections 9.6.2, 9.6.3 and 9.6.4
§ 9.66 A Certificate for Payment, a progress payment, or partial or entire use or occupancy of the Project by the
‘Owner shall not constitute acceptance of Work not in accordance with the Design-Build Documents,
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
tne AIA Logo, and AIA Contract Documents” are registred trademarks and may not be used without permission This document was produced by AIA sofware at 99
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
‘accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mal copyrign@ala or.
User Notes: (1952110131)
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§9.6.7 Unless the Design-Builder provides the Owner with a payment bond in the full penal sum of the Contract Sum,
payments received by the Design-Builder for Work properly performed by the Architect, Consultants, Contractors and
‘other person or entity providing services or work for the Design-Builder, shall be held by the Design-Builder for the
Architect and those Consultants, Contractors, or other person or entity providing services or work for the
Design-Builder, for which payment was made by the Owner. Nothing contained herein shall require money to be
placed in a separate account and not commingled with money of the Design-Builder, shall create any fiduciary liability
‘or tort liability on the part of the Design-Builder for breach of trust or shall entitle any person or entity to an award of
punitive damages against the Design-Builder for breach of the requirements of this provision.
§ 917 Failure of Payment
Ifthe Owner does not issue a Certificate for Payment, through no fault of the Design-Builder, within the time required
by the Design-Build Documents, then the Design-Builder may, upon seven additional days’ written notice to the
‘Owner, stop the Work until payment of the amount owing has been received. The Contract Time shall be extended
appropriately and the Contract Sum shall be increased by the amount of the Design-Builder’s reasonable costs of
shut-down, delay and start-up, plus interest as provided for in the Design-Build Documents.
§ 9.8 Substantial Completion
§ 9.8.4 Substantial Completion is the stage in the progress of the Work when the Work or designated portion thereof is
sufficiently complete in accordance with the Design-Build Documents so that the Owner can occupy or utilize the
Work for its intended use. The date of Substantial Completion is the date certified by the Owner in accordance with
this Section 9.8.
§ 982 When the Design-Builder considers that the Work, oa portion thereof which the Owner agrees to accept
separately, is substantially complete, the Design-Builder shall prepare and submit to the Owner a comprehensive list
of items to be completed or corrected prior to final payment. Failure to include an item on such list does not alter the
responsibility of the Design-Builder to complete all Work in accordance with the Design-Build Documents.
§ 9.8.3 Upon receipt of the Design-Builder’s list, the Owner shall make an inspection to determine whether the Work
‘or designated portion thereof is substantially complete. If the Owner's inspection discloses any item, whether or not
included on the Design-Builder’s list, which is not sufficiently complete in accordance with the Design-Build
Documents so that the Owner can occupy or utilize the Work or designated portion thereof for its intended use, the
Design-Builder shall, before issuance of the Certificate of Substantial Completion, complete or correct such item upon
notification by the Owner. In such ease, the Design-Builder shall then submit a request for another inspection by the
‘Owner to determine Substantial Completion.
§ 9.84 Prior to issuance of the Certificate of Substantial Completion under Section 9.8.5, the Owner and
Design-Builder shall discuss and then determine the parties’ obligations to obtain and maintain property insurance
following issuance of the Certificate of Substantial Completion.
§ 9.85 When the Work or designated portion thereof is substantially complete, the Design-Builder will prepare for the
‘Owner's signature a Certificate of Substantial Completion that shall, upon the Owner's signature, establish the date of
Substantial Completion; establish responsibilities of the Owner and Design-Builder for security, maintenance, heat,
utilities, damage to the Work and insurance; and fix the time within which the Design-Builder shall finish al items on
the list accompanying the Certificate. Warranties required by the Design-Build Documents shall commence on the
date of Substantial Completion of the Work or designated portion thereof unless otherwise provided in the Certificate
‘of Substantial Completion.
§ 9.86 The Certificate of Substantial Completion shall be submitted by the Design-Builder to the Owner for written
acceptance of responsibilities assigned to it in the Certificate. Upon the Owner’s acceptance, and consent of surety. if
any, the Owner shall make payment of retainage applying to the Work or designated portion thereof. Payment shail be
adjusted for Work that is incomplete or not in accordance with the requirements of the Design-Build Documents,
§ 9.9 Partial Occupancy or Use
§ 9.9.1 The Owner may occupy or use any completed or partially completed portion of the Work at any stage when
such portion is designated by separate agreement with the Design-Builder, provided such occupancy or use is.
consented to, by endorsement or otherwise, by the insurer providing property insurance and authorized by public
authorities having jurisdiction over the Project. Such partial occupancy or use may commence whether or not the
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
tne AIA Logo, and AIA Contract Documents” are registred trademarks and may not be used without permission. This document was produced by AIA sofware at 94
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
1 accordance withthe AIA Contract Documents? Terms of Service. To report copyright violations, email copyright @ala 7g
User Notes: (1952110131)
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portion is substantially complete, provided the Owner and Design-Builder have accepted in writing the responsibilities
assigned to each of them for payments, retainage, if any, security, maintenance, heat, utilities, damage to the Work and
insurance, and have agreed in writing concerning the period for correction of the Work and commencement of,
‘warranties required by the Design-Build Documents. When the Design-Builder considers a portion substantially
complete, the Design-Builder shall prepare and submit a list to the Owner as provided under Section 9.8.2. Consent of
the Design-Builder to partial occupancy or use shall not be unreasonably withheld. The stage of the progress of the
Work shall be determined by written agreement between the Owner and Design-Builder.
§ 9.9.2 Immediately prior to such partial occupancy or use, the Owner and Design-Builder shall jointly inspect the area
to be occupied or portion of the Work to be used in order to determine and record the condition of the Work.
§ 9.93 Unless otherwise agreed upon, partial occupancy or use of a portion or portions of the Work shall not constitute
acceptance of Work not complying with the requirements of the Design-Build Documents.
§ 9.10 Final Completion and Final Payment
§ 9.10.1 Upon receipt of the Design-Builder’s written notice that the Work is ready for final inspection and acceptance
and upon receipt of a final Application for Payment, the Owner will promptly make such inspection. When the Owner
finds the Work acceptable under the Design-Build Documents and the Contract fully performed, the Owner will,
subject to Section 9.10.2, promptly issue a final Certificate for Payment.
§ 9.10.2 Neither final payment nor any remaining retained percentage shall become due until the Design-Builder
submits to the Owner (1) an affidavit that payrolls, bills for materials and equipment, and other indebtedness
connected with the Work, for which the Owner or the Owner's property might be responsible or encumbered, (less
amounts withheld by Owner) have been paid or otherwise satisfied, (2) a certificate evidencing that insurance required
by the Design-Build Documents to remain in force after final payment is currently in effect, (3) a written statement
that the Design-Builder knows of no substantial reason that the insurance will not be renewable to cover the period
required by the Design-Build Documents, (4) consent of surety, if any, to final payment, (5) as-constructed record
copy of the Construction Documents marked to indicate field changes and selections made during construction, (6)
manufacturer's warranties, product data, and maintenance and operations manuals, and (7) if required by the Owner,
other data establishing payment or satisfaction of obligations, such as receipts, or releases and waivers of liens, claims,
security interests, or encumbrances, arising out of the Contract, to the extent and in such form as may be designated by
the Owner. If an Architect, a Consultant, or a Contractor, or other person or entity providing services or work for the
Design-Builder, refuses to furnish a release or waiver required by the Owner, the Design-Builder may furnish a bond
satisfactory to the Owner to indemnify the Owner against such liens, claims, security interests, or encumbrances. If
such liens, claims, security interests, or encumbrances remains unsatisfied after payments are made, the
Design-Builder shall refund to the Owner all money that the Owner may be compelled to pay in discharging such
liens, claims, security interests, or encumbrances, including all costs and reasonable attorneys’ fees.
§ 9.10.3 If, after Substantial Completion of the Work, final completion thereof is materially delayed through no fault
of the Design-Builder or by issuance of Change Orders affecting final completion, the Owner shall, upon application
by the Design-Builder, and without terminating the Contract, make payment of the balance due for that portion of the
Work fully completed and accepted. If the remaining balance for Work not fully completed or corrected is less than
retainage stipulated in the Design-Build Documents, and if bonds have been furnished, the written consent of surety to
payment of the balance due for that portion of the Work fully completed and accepted shall be submitted by the
Design-Builder to the Owner prior to issuance of payment. Such payment shall be made under terms and conditions
governing final payment, except that it shall not constitute a waiver of claims.
§ 9.10.4 The making of final payment shall constitute a waiver of Claims by the Owner except those arising from
Aliens, Claims, security interests or encumbrances arising out of the Contract and unsettled;
2 failure of the Work to comply with the requirements of the Design-Build Documents; or
3. terms of special warranties required by the Design-Build Documents.
§ 9.10.5 Acceptance of final payment by the Design-Builder shall constitute a waiver of claims by the Design-Builder
except those previously made in writing and identified by the Design-Builder as unsettled at the time of final
Application for Payment.
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
tne AIA Logo, and AIA Contract Documents” are registred trademarks and may not be used without permission This document was produced by AIA sofware at 99)
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
1 accordance withthe AIA Contract Documents? Terms of Service. To report copyright violations, email copyright @ala 7g
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ARTICLE 10 PROTECTION OF PERSONS AND PROPERTY
§ 10 Safety Precautions and Programs
‘The Design-Builder shall be responsible for initiating, maintaining and supervising all safety precautions and.
programs in connection with the performance of the Contract.
§ 10.2 Safety of Persons and Property
§ 10.241 The Design-Builder shall be responsible for precautions for the safety of, and reasonable protection to prevent
damage, injury or loss to
employees on the Work and other persons who may be affected thereby;
2 the Work and materials and equipment to be incorporated therein, whether in storage on or off the site,
under care, custody or control of the Design-Builder or the Architect, Consultants, or Contractors, or
other person or entity providing services or work for the Design-Builder; and
3 other property at the site or adjacent thereto, such as trees, shrubs, lawns, walks, pavements, roadways,
or structures and utilities not designated for removal, relocation or replacement in the course of
construction.
§ 10.22 The Design-Builder shall comply with, and give notices required by, applicable laws, statutes, ordinances,
codes, rules and regulations, and lawful orders of public authorities, bearing on safety of persons or property, or their
protection from damage, injury or loss.
§ 1023 The Design-Builder shall implement, erect, and maintain, as required by existing conditions and performance
of the Contract, reasonable safeguards for safety and protection, including posting danger signs and other warnings
against hazards, promulgating safety regulations, and notify owners and users of adjacent sites and utilities of the
safeguards and protections.
§ 10.24 When use or storage of explosives or other hazardous materials or equipment, or unusual methods, are
necessary for execution of the Work, the Design-Builder shall exercise utmost care, and carry on such activities under
supervision of properly qualified personnel.
§ 10.25 The Design-Builder shall promptly remedy damage and loss (other than damage or loss insured under
property insurance required by the Design-Build Documents) to property referred to in Sections 10.2.1.2 and 10.2.1.3,
caused in whole or in part by the Design-Builder, the Architect, a Consultant, a Contractor, or anyone directly or
indirectly employed by any of them, or by anyone for whose acts they may be liable and for which the Design-Builder
is responsible under Sections 10.2.1.2 and 10.2.1.3; except damage or loss attributable to acts or omissions of the
‘Owner, or anyone directly or indirectly employed by the Owner, or by anyone for whose acts the Owner may be liable,
and not attributable to the fault or negligence of the Design-Builder. The foregoing obligations of the Design-Builder
are in addition to the Design-Builder’s obligations under Section 3.1.14
§ 1026 The Design-Builder shall designate a responsible member of the Design-Builder’s organization, at the site,
‘whose duty shall be the prevention of accidents. This person shall be the Design-Builder’s superintendent unless
otherwise designated by the Design-Builder in writing to the Owner.
§ 10.27 The Design-Builder shall not permit any part of the construction or site to be loaded so as to cause damage or
create an unsafe condition.
§ 10.28 injury or Damage to Person or Property. If the Owner or Design-Builder suffers injury or damage to person or
property because of an act or omission of the other, or of others for whose acts such party is legally responsible,
written notice of the injury or damage, whether or not insured, shall be given to the other party within a reasonable
time not exceeding 21 days after discovery. The notice shall provide sufficient detail to enable the other party to
investigate the matter.
§ 10.3 Hazardous Materials
§ 10.3. The Design-Builder is responsible for compliance with any requirements included in the Design-Build
Documents regarding hazardous materials. If the Design-Builder encounters a hazardous material or substance not
addressed in the Design-Build Documents and if reasonable precautions will be inadequate to prevent foreseeable
bodily injury or death to persons resulting from a material or substance, including but not limited to asbestos or
polychlorinated biphenyl (PCB), encountered on the site by the Design-Builder, the Design-Builder shall, upon
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
tne AIA Logo, and AIA Contract Documents” are registred trademarks and may not be used without permission This document was produced by AIA sofware at 93
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
‘accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mal copyrign@ala or.
User Notes: (1952110131)
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recognizing the condition, immediately stop Work in the affected area and report the condition to the Owner in
writing.
§ 1032 Upon receipt of the Design-Builder’s written notice, the Owner shall obtain the services of a licensed
laboratory to verify the presence or absence of the material or substance reported by the Design-Builder and, in the
event such material or substance is found to be present, to cause it to be rendered harmless. Unless otherwise required
by the Design-Build Documents, the Owner shall furnish in writing to the Design-Builder the names and qualifications
Cf persons or entities who are to perform tests verifying the presence or absence of such material or substance or who
are to perform the task of removal or safe containment of such material or substance. The Design-Builder will
promptly reply to the Owner in writing stating whether or not the Design-Builder has reasonable objection to the
persons or entities proposed by the Owner. Ifthe Design-Builder has an objection to a person or entity proposed by the
‘Owner, the Owner shall propose another to whom the Design-Builder has no reasonable objection. When the material
‘or substance has been rendered harmless, Work in the affected area shall resume upon written agreement of the Owner
and Design-Builder. By Change Order, the Contract Time shall be extended appropriately and the Contract Sum shall
bbe increased in the amount of the Design-Builder’s reasonable additional costs of shut-down, delay and start-up,
§ 10.33 To the fullest extent permitted by law, the Owner shall indemnify and hold harmless the Design-Builder, the
Architect, Consultants, and Contractors, and employees of any of them, from and against claims, damages, losses and
expenses, including but not limited to attorneys’ fees, arising out of or resulting from performance of the Work in the
affected area, if in fact the material or substance presents the risk of bodily injury or death as described in
Section 10.3.1 and has not been rendered harmless, provided that such claim, damage, loss or expense is attributable to
bodily injury, sickness, disease or death, or to injury to, or destruction of, tangible property (other than the Work
itself), except to the extent that such damage, loss or expense is due to the fault or negligence of the party seeking
indemnity.
§ 10.34 The Owner shall not be responsible under this Section 10.3 for materials or substances the Design-Builder
brings to the site unless such materials or substances are required by the Owner’s Criteria, The Owner shall be
responsible for materials or substances required by the Owner’s Criteria, except to the extent of the Design-Builder’s.
fault or negligence in the use and handling of such materials or substances.
§ 1035 The Design-Builder shall indemnify the Owner for the cost and expense the Owner incurs (1) for remediation
‘of a material or substance the Design-Builder brings to the site and negligently handles, or (2) where the
Design-Builder fails to perform its obligations under Section 10.3.1, except to the extent that the cost and expense are
due to the Owner’s fault or negligence.
§ 10.3.6 If, without negligence on the part of the Design-Builder, the Design-Builder is held liable by a government
agency for the cost of remediation of a hazardous material or substance solely by reason of performing Work as
required by the Design-Build Documents, the Owner shall indemnify the Design-Builder for all cost and expense
thereby incurred.
§ 104 Emergencies
In an emergency affecting safety of persons or property, the Design-Builder shall act, at the Design-Builder’s,
discretion, to prevent threatened damage, injury or loss,
ARTICLE 11. UNCOVERING AND CORRECTION OF WORK
§ 11.1 Uncovering of Work
‘The Owner may request to examine a portion of the Work that the Design-Builder has covered to determine if the
Work has been performed in accordance with the Design-Build Documents. If such Work is in accordance with the
Design-Build Documents, the Owner and Design-Builder shall execute a Change Order to adjust the Contract Time
and Contract Sum, as appropriate. If such Work is not in accordance with the Design-Build Documents, the costs of
‘uncovering and correcting the Work shall be at the Design-Builder’s expense and the Design-Builder shall not be
entitled to a change in the Contract Time unless the condition was caused by the Owner or a separate contractor in
‘hich event the Owner shall be responsible for payment of such costs and the Contract Time will be adjusted as
appropriate.
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
tne AIA Logo, and AIA Contract Documents’ are registered trademarks and may not be used without permission. This document was produced by AIA sofware st 9.4
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
1 accordance withthe AIA Contract Documents? Terms of Service. To report copyright violations, email copyright @ala 7g
User Notes: (1952110131)
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§ 11.2 Correction of Work
§ 11.2.1 Before or After Substantial Completion, The Design-Builder shall promptly correct Work rejected by the
‘Owner or failing to conform to the requirements of the Design-Build Documents, whether discovered before or after
Substantial Completion and whether or not fabricated, installed or completed. Costs of correcting such rejected Work,
including additional testing and inspections, the cost of uncovering and replacement, and compensation for any design
consultant employed by the Owner whose expenses and compensation were made necessary thereby, shall be at the
Design-Builder’s expense.
§ 1122 After Substantial Completion
§ 11221 In addition to the Design-Builder’s obligations under Section 3.1.12, if, within one year after the date of
Substantial Completion of the Work or designated portion thereof or after the date for commencement of warranties
established under Section 9.9.1, or by terms of an applicable special warranty required by the Design-Build
Documents, any of the Work is found not to be in accordance with the requirements of the Design-Build Documents,
the Design-Builder shall correct it promptly after receipt of written notice from the Owner to do so unless the Owner
has previously given the Design-Builder a written acceptance of such condition. The Owner shall give such notice
promptly after discovery of the condition. During the one-year period for correction of the Work, if the Owner fails to
notify the Design-Builder and give the Design-Builder an opportunity to make the correction, the Owner waives the
rights to requite correction by the Design-Builder and to make a claim for breach of warranty. If the Design-Builder
fails to correct nonconforming Work within a reasonable time during that period after receipt of notice from the
‘Owner, the Owner may correct it in accordance with Section 7.9
§ 11.222 The one-year period for correction of Work shall be extended with respect to portions of Work first
performed after Substantial Completion by the period of time between Substantial Completion and the actual
completion of that portion of the Work.
§ 14.223 The one-year period for correction of Work shall not be extended by corrective Work performed by the
Design-Builder pursuant to this Section 11.2
§ 11.2.3 The Design-Builder shall remove from the site portions of the Work that are not in accordance with the
requirements of the Design-Build Documents and are neither corrected by the Design-Builder nor accepted by the
Owner.
§ 1124 The Design-Builder shall bear the cost of correcting destroyed or damaged construction of the Owner or
separate contractors, whether completed or partially completed, caused by the Design-Builder’s correction or removal
‘of Work that is not in accordance with the requirements of the Design-Build Documents,
§ 1125 Nothing contained in this Section 11.2 shall be construed to establish a period of limitation with respect to
other obligations the Design-Builder has under the Design-Build Documents. Establishment of the one-year period for
correction of Work as described in Section 11.2.2 relates only to the specific obligation of the Design-Builder to
correct the Work, and has no relationship to the time within which the obligation to comply with the Design-Build
Documents may be sought to be enforced, nor to the time within which proceedings may be commenced to establish
the Design-Builder’s liability with respect to the Design-Builder’s obligations other than specifically to correct the
Work
§ 11.3 Acceptance of Nonconforming Work
Ifthe Owner prefers to accept Work that is not in accordance with the requirements of the Design-Build Documents,
the Owner may do so instead of requiring its removal and correction, in which case the Contract Sum will be reduced
as appropriate and equitable. Such adjustment shall be effected whether or not final payment has been made.
ARTICLE 12. COPYRIGHTS AND LICENSES
§ 124 Drawings, specifications, and other documents furnished by the Design-Builder, including those in electronic
form, are Instruments of Service. The Design-Builder, and the Architect, Consultants, Contractors, and any other
person or entity providing services or work for any of them, shall be deemed the authors and owners of their respective
Instruments of Service, including the Drawings and Specifications, and shall retain all common law, statutory and
other reserved rights, including copyrights, Submission or distribution of Instruments of Service to meet official
regulatory requirements, or for similar purposes in connection with the Project, is not to be construed as publication in
derogation of the reserved rights of the Design-Builder and the Architect, Consultants, and Contractors, and any other
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
the AIA Logo, and AIA Contract Documents” are registred trademarks and may not be used without permission This document was produced by AIA sofware at 95
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
1 accordance withthe AIA Contract Documents? Terms of Service. To report copyright violations, email copyright @ala 7g
User Notes: (1952110131)
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person or entity providing services or work for any of them. However, all drawings, specifications and other
documents supplied by the Design-Builder to Owner shall become the property of the Owner providing that the Owner
shall only use such documents in regard to the maintenance and future alterations of the project work after the project
‘work has been completed.
§ 122 The Design-Builder and the Owner warrant that in transmitting Instruments of Service, or any other
information, the transmitting party is the copyright owner of such information or has permission from the copyright
‘owner fo transmit such information for its use on the Project.
§ 123 Upon execution of the Agreement, the Design-Builder grants to the Owner a limited, irrevocable and
non-exclusive license to use the Instruments of Service solely and exclusively for purposes of constructing, using,
‘maintaining, altering and adding to the Project, provided that the Owner substantially performs its obligations,
including prompt payment of all sums when due, under the Design-Build Documents. The license granted under this
section permits the Owner to authorize its consultants and separate contractors to reproduce applicable portions of the
Instruments of Service solely and exclusively for use in performing services or construction for the Project. If the
Design-Builder rightfully terminates this Agreement for cause as provided in Section 13.1.4 or 13.2.1 the license
‘granted in this Section 12.3 shall terminate.
§ 123.1 The Design-Builder shall obtain non-exclusive licenses from the Architect, Consultants, and Contractors, that
will allow the Design-Builder to satisfy its obligations to the Owner under this Article 12. The Design-Builder’s,
licenses from the Architect and its Consultants and Contractors shall also allow the Owner, in the event this
Agreement is terminated for any reason other than the default of the Owner or in the event the Design-Builder’s
Architect, Consultants, or Contractors terminate their agreements with the Design-Builder for cause, to obtain a
limited, irrevocable and non-exclusive license solely and exclusively for purposes of constructing, using, maintaining,
altering and adding to the Project, provided that the Owner (1) agrees to pay to the Architect, Consultant or Contractor
all amounts due, and (2) provide the Architect, Consultant or Contractor with the Owner's written agreement to the
extent permitted by law to indemnify and hold harmless the Architect, Consultant or Contractor from all costs and
‘expenses, including the cost of defense, related to claims and causes of action asserted by any third person or entity to
the extent such costs and expenses arise from the Owner's alteration or use of the Instruments of Service.
§ 1232 In the event the Owner alters the Instruments of Service without the author’s written authorization or uses the
Instruments of Service without retaining the authors of the Instruments of Service, the Owner releases the
Design-Builder, Architect, Consultants, Contractors and any other person or entity providing services or work for any
of them, from all claims and causes of action arising from or related to such uses. The Owner, to the extent permitted
by law, further agrees to indemnify and hold harmless the Design-Builder, Architect, Consultants, Contractors and any
‘other person or entity providing services or work for any of them, from all costs and expenses, including the cost of
defense, related to claims and causes of action asserted by any third person or entity to the extent such costs and
expenses arise from the Owner's alteration or use of the Instruments of Service under this Section 12.3.2. The terms of
this Section 12.3.2 shall not apply if the Owner rightfully terminates this Agreement for cause under Sections 13.1.4 or
13,22.
ARTICLE 13. TERMINATION OR SUSPENSION
§ 13. Termination or Suspension Prior to Execution of the Design-Buiki Amendment
§ 13.1.1 If the Owner fails to make payments to the Design-Builder for Work prior to execution of the Design-Build
‘Amendment in accordance with this Agreement, such failure shall be considered substantial nonperformance and
cause for termination or, at the Design-Builder’s option, cause for suspension of performance of services under this
Agreement. If the Design-Builder elects to suspend the Work, the Design-Builder shall give seven days’ written notice
to the Owner before suspending the Work. In the event of a suspension of the Work, the Design-Builder shall have no
liability to the Owner for delay or damage caused by the suspension of the Work. Before resuming the Work, the
Design-Builder shall be paid all sums due prior to suspension and any expenses incurred in the interruption and.
resumption of the Design-Builder’s Work. The Design-Builder’s compensation for, and time to complete, the
remaining Work shall be equitably adjusted.
§ 13.1.2 If the Owner suspends the Project, the Design-Builder shall be compensated for the Work performed prior to
notice of such suspension. When the Project is resumed, the Design-Builder shall be compensated for expenses
incurred in the interruption and resumption of the Design-Builder’s Work. The Design-Builder’s compensation for,
and time to complete, the remaining Work shall be equitably adjusted,
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
tne AIA Logo, and AIA Contract Documents” are registred trademarks and may not be used without permission This document was produced by AIA sofware t 96,
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
‘accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mal copyrign@ala or.
User Notes: (1952110131)
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§ 13.1.3 If the Owner suspends the Project for more than 90 cumulative days for reasons other than the fault of the
Design-Builder, the Design-Builder may terminate this Agreement by giving not less than seven days’ written notice.
§ 13.14 Either party may terminate this Agreement upon not less than seven days’ written notice should the other
party fail substantially to perform in accordance with the terms of this Agreement through no fault of the party
initiating the termination,
§ 13.1.5 The Owner may terminate this Agreement upon not less than seven days’ written notice to the Design-Builder
for the Owner's convenience and without cause.
§ 13.1.6 In the event of termination not the fault of the Design-Builder, the Design-Builder shall be compensated for
Work performed prior to termination, together with Reimbursable Expenses then due and any other expenses directly
attributable to termination for which the Design-Builder is not otherwise compensated. In no event shall the
Design-Builder’s compensation under this Section 13.1.6 be greater than the compensation set forth in Section 2.1
§ 132 Termination or Suspension Following Execution of the Design-Build Amendment
§ 1321 Termination by the Design-Builder
§ 132414 The Design-Builder may terminate the Contract if the Work is stopped for a period of 30 consecutive days
through no act or fault of the Design-Builder, the Architect, a Consultant, or a Contractor, or their agents or
employees, or any other persons or entities performing portions of the Work under direct or indirect contract with the
Design-Builder, for any of the following reasons:
A Issuance of an order of a court or other public authority having jurisdiction that requires all Work to be
stopped;
2 Anact of government, such as a declaration of national emergency that requires all Work to be stopped;
3. Because the Owner has not issued a Certificate for Payment and has not notified the Design-Builder of
the reason for withholding certification as provided in Section 9.5.1, or because the Owner has not
‘made payment on a Certificate for Payment within the time stated in the Design-Build Documents; or
4 The Owner has failed to furnish to the Design-Builder promptly, upon the Design-Builder’s request,
reasonable evidence as required by Section 7.2.7.
§ 13.2.2 The Design-Builder may terminate the Contract if, through no act or fault of the Design-Builder, the
Architect, a Consultant, a Contractor, or their agents or employees or any other persons or entities performing portions
of the Work under direct or indirect contract with the Design-Builder, repeated suspensions, delays or interruptions of
the entire Work by the Owner as described in Section 13.2.3 constitute in the aggregate more than 100 percent of the
total number of days scheduled for completion, or 120 days in any 365-day period, whichever is less.
§ 132.13 If one of the reasons described in Section 13.2.1.1 or 13.2.1.2 exists, the Design-Builder may, upon seven
days’ written notice to the Owner, terminate the Contract and recover from the Owner payment for Work executed,
including reasonable overhead and profit, costs incurred by reason of such termination, and damages.
§ 132.1.4 If the Work is stopped for a period of 60 consecutive days through no act or fault of the Design-Builder or
any other persons or entities performing portions of the Work under contract with the Design-Builder because the
‘Owner has repeatedly failed to fulfill the Owner’s obligations under the Design-Build Documents with respect to
‘matters important to the progress of the Work, the Design-Builder may, upon seven additional days” written notice to
the Owner, terminate the Contract and recover from the Owner as provided in Section 13.2.1.3.
§ 1322 Termination by the Owner For Cause
§ 13224 The Owner may terminate the Contract if the Design-Builder
1. fails to submit the Proposal by the date required by this Agreement, or if no date is indicated, within a
reasonable time consistent with the date of Substantial Completion;
2 repeatedly refuses or fails to supply an Architect, or enough properly skilled Consultants, Contractors,
or workers or proper materials;
3 fails to make payment to the Architect, Consultants, or Contractors for services, materials or labor in
accordance with their respective agreements with the Design-Builder;
4 repeatedly disregards applicable laws, statutes, ordinances, codes, rules and regulations, or lawful
orders of a public authority; or
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
tne AIA Logo, and AIA Contract Documents” are registred trademarks and may not be used without permission This document was produced by AIA sofware at 97
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
1 accordance withthe AIA Contract Documents? Terms of Service. To report copyright violations, email copyright @ala 7g
User Notes: (1952110131)
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5 _ is otherwise guilty of substantial breach of a provision of the Design-Build Documents,
§ 13222 When any of the above reasons exist, the Owner may without prejudice to any other rights or remedies of the
‘Owner and after giving the Design-Builder and the Design-Builder’s surety, if any, seven days’ written notice,
terminate employment of the Design-Builder and may, subject to any prior rights of the surety
A Exclude the Design-Builder from the site and take possession of all materials, equipment, tools, and
construction equipment and machinery thereon owned by the Design-Builder,
2 Accept assignment of the Architect, Consultant and Contractor agreements pursuant to Section 3.1.15;
and
3 Finish the Work by whatever reasonable method the Owner may deem expedient. Upon written request,
of the Design-Builder, the Owner shall furnish to the Design-Builder a detailed accounting of the costs,
incurred by the Owner in finishing the Work
§ 13.223 When the Owner terminates the Contract for one of the reasons stated in Section 13.2.2.1, the
Design-Builder shall not be entitled to receive further payment until the Work is finished.
§ 13224 If the unpaid balance of the Contract Sum exceeds costs of finishing the Work and other damages incurred
by the Owner and not expressly waived, such excess shall be paid to the Design-Builder. If such costs and damages
‘exceed the unpaid balance, the Design-Builder shall pay the difference to the Owner. The obligation for such
payments shall survive termination of the Contract.
§ 1323 Suspension by the Owner for Convenience
§ 132.34 The Owner may, without cause, order the Design-Builder in writing to suspend, delay or interrupt the Work
in whole or in part for such period of time as the Owner may determine.
§ 13232 The Contract Sum and Contract Time shall be adjusted for increases in the cost and time caused by
suspension, delay or interruption as described in Section 13.2.3.1, Adjustment of the Contract Sum shall include
profit, No adjustment shall be made to the extent
1 that performance is, was or would have been so suspended, delayed or interrupted by another cause for
which the Design-Builder is responsible; or
2 that an equitable adjustment is made or denied under another provision of the Contract.
§ 13.24 Termination by the Owner for Convenience
§ 132.44 The Owner may, at any time, terminate the Contract for the Owner's convenience and without cause.
§ 132.42 Upon receipt of written notice from the Owner of such termination for the Owner's convenience, the
Design-Builder shall
1 cease operations as directed by the Owner in the notice;
2 take actions necessary, or that the Owner may direct, for the protection and preservation of the Work;
and,
3 except for Work directed to be performed prior to the effective date of termination stated in the notice,
terminate all existing Project agreements, including agreements with the Architect, Consultants,
Contractors, and purchase orders, and enter into no further Project agreements and purchase orders.
§ 132.43 In case of such termination for the Owner's convenience, the Design-Builder shall be entitled to receive
payment for Work executed, and costs incurred by reason of such termination, along with reasonable overhead and
profit on the Work not executed.
ARTICLE 14 CLAIMS AND DISPUTE RESOLUTION
§ 144 Claims
§ 14.1.1 Definition, A Claim is a demand or assertion by one of the parties seeking, as a matter of right, payment of
‘money, or other relief with respect to the terms of the Contract. The term "Claim" also includes other disputes and
‘matters in question between the Owner and Design-Builder arising out of or relating to the Contract. The
responsibility to substantiate Claims shall rest with the party making the Claim,
§ 14.1.2 Time Limits on Claims. The Owner and Design-Builder shall commence all claims and causes of action,
whether in contract, tort, breach of warranty or otherwise, against the other, arising out of or related to the Contract in
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
tne AIA Logo, and AIA Contract Documents” are registred trademarks and may not be used without permission This document was produced by AIA sofware at 9g,
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
‘accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mal copyrign@ala or.
User Notes: (1952110131)
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accordance with the requirements of the binding dispute resolution method selected in Section 1.3, within the time
period specified by applicable law, but in any case not more than 10 years after the date of Substantial Completion of
the Work. The Owner and Design-Builder waive all claims and causes of action not commenced in accordance with
this Section 14.1.2.
§ 14.13 Notice of Claims
§ 14.13. Prior To Final Payment, Prior to Final Payment, Claims by either the Owner or Design-Builder must be
initiated by written notice to the other party within 21 days after occurrence of the event giving rise to such Claim or
within 21 days after the claimant first recognizes the condition giving rise to the Claim, whichever is later.
§ 141.32 Claims Arising After Final Payment. After Final Payment, Claims by either the Owner or Design-Builder that
have not otherwise been waived pursuant to Sections 9.10.4 or 9.10.5, must be initiated by prompt written notice to the
other party. The notice requirement in Section 14.1.3.1 and the Initial Decision requirement as a condition precedent
to mediation in Section 14.2.1 shall not apply.
§ 14.14 Continuing Contract Performance. Pending final resolution of a Claim, except as otherwise agreed in writing
‘or as provided in Section 9.7 and Article 13, the Design-Builder shall proceed diligently with performance of the
Contract and the Owner shall continue to make payments in accordance with the Design-Build Documents.
§ 14.1 Claims for Additional Cost. If the Design-Builder intends to make a Claim for an increase in the Contract Sum,
written notice as provided herein shall be given before proceeding to execute the portion of the Work that relates to the
Claim, Prior notice is not required for Claims relating to an emergency endangering life or property arising under
Section 10.4.
§ 14.1.6 Claims for Additional Time
§ 141.641 If the Design-Builder intends to make a Claim for an inerease in the Contract Time, written notice as
provided herein shall be given, The Design-Builder’s Claim shall include an estimate of cost and of probable effect of
delay on progress of the Work. In the case of a continuing delay, only one Claim is necessary
§ 141.62 If adverse weather conditions are the basis for a Claim for additional time, such Claim shall be documented.
by data substantiating that weather conditions were abnormal for the period of time, could not have been reasonably
anticipated, and had an adverse effect on the scheduled construction.
§ 14.17 Claims for Consequential Damages
‘The Design-Builder and Owner waive Claims against each other for consequential damages arising out of or relating
to this Contract. This mutual waiver includes
A damages incurred by the Owner for rental expenses, for losses of use, income, profit, financing,
business and reputation, and for loss of management or employee productivity or of the services of such
persons; and
2 damages incurred by the Design-Builder for principal office expenses including the compensation of
personnel stationed there, for losses of financing, business and reputation, and for loss of profit except
anticipated profit arising directly from the Work
‘This mutual waiver is applicable, without limitation, to all consequential damages due to either party’s termination in
accordance with Article 13. Nothing contained in this Section 14.1.7 shall be deemed to preclude an award of
liquidated damages, when applicable, in accordance with the requirements of the Design-Build Documents.
§ 142 Initial Decision
§ 14.241 An initial decision shall be required as a condition precedent to mediation of all Claims between the Owner
and Design-Builder initiated prior to the date final payment is due, excluding those arising under Sections 10.3 and
10.4 of the Agreement and Sections B.3.2.9 and B.3.2.10 of Exhibit B to this Agreement, unless 30 days have passed
after the Claim has been initiated with no decision having been rendered. Unless otherwise mutually agreed in writing,
the Owner shall render the initial decision on Claims.
§ 14.2.2 Procedure
§ 14.2.2.4 Claims initiated by the Owner. If the Owner initiates a Claim, the Design-Builder shall provide a written
response to Owner within ten days after receipt of the notice required under Section 14.1.3.1. Thereafter, the Owner
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
tne AIA Logo, and AIA Contract Documents” are registred trademarks and may not be used without permission This document was produced by AIA sofware t_ 9g
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
1 accordance withthe AIA Contract Documents? Terms of Service. To report copyright violations, email copyright @ala 7g
User Notes: (1952110131)
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WXoT[YVUXcTUÙVWXRîYR[�UXVâWVTUUV̂�U[cT\[̂YRVgYZXWV\SXVn̂Y\WT]\s
tuv�xyxyV�SXV�_YXWVoT̀pV_[\Ŝg\V]̂YRXY\V̂aV\SXVdXR[cYefg[UZXWpVTRR[cYV\SXVn̂Y\WT]\V\̂VTVUXYZXWViŴb[Z[YcV
]̂YR\Wg]\[̂YVa[YTY][YcVâWV\SXVÅŴ�X]\pV[aV\SXVUXYZXWVTRRgoXRV\SXV�_YXWhRVW[cS\RVTYZV̂�U[cT\[̂YRVgYZXWV\SXVdXR[cYefg[UZV
d̂]goXY\RsV�SXVdXR[cYefg[UZXWVRSTUUVX�X]g\XVTUUV]̂YRXY\RVWXTR̂YT�ÙVWX�g[WXZV\̂VaT][U[\T\XVRg]SVTRR[cYoXY\s
shall render an initial decision within ten days of receiving the Design-Builder’s response: (1) withdrawing the Claim
in whole or in part, (2) approving the Claim in whole or in part, or (3) suggesting a compromise.
§ 14222 Claims initiated by the Design-Builder. If the Design-Builder initiates a Claim, the Owner will take one or
‘more of the following actions within ten days after receipt of the notice required under Section 14.1.3.1: (1) request
additional supporting data, (2) render an initial decision rejecting the Claim in whole or in part, (3) render an initial
decision approving the Claim, (4) suggest a compromise or (5) indicate that it is unable to render an initial decision
because the Owner lacks sufficient information to evaluate the merits of the Claim.
§ 1423 In evaluating Claims, the Owner may, but shall not be obligated to, consult with or seek information from
persons with special knowledge or expertise who may assist the Owner in rendering a decision. The retention of such
persons shall be at the Owner's expens
§ 1424 If the Owner requests the Design-Builder to provide a response to a Claim or to furnish additional supporting
data, the Design-Builder shall respond, within ten days after receipt of such request, and shall either (1) provide a
response on the requested supporting data, (2) advise the Owner when the response or supporting data will be
furnished or (3) advise the Owner that no supporting data will be furnished. Upon receipt of the response or supporting,
data, if any, the Owner will either reject or approve the Claim in whole or in part
§ 1425 The Owner's initial decision shall (1) be in writing; (2) state the reasons therefor; and (3) identify any change
in the Contract Sum or Contract Time or both. The initial decision shall be final and binding on the parties but subject
to mediation and, if the parties fail to resolve their dispute through mediation, to binding dispute resolution.
§ 14.266 Either party may file for mediation of an initial decision at any time, subject to the terms of Section 14.2.6.1
§ 14264 Either party may, within 30 days from the date of an initial decision, demand in writing that the other party
file for mediation within 60 days of the initial decision, If such a demand is made and the party receiving the demand
fails to file for mediation within the time required, then both parties waive their rights to mediate or pursue binding
dispute resolution proceedings with respect to the initial decision.
§ 1427 Inthe event of a Claim against the Design-Builder, the Owner may, but is not obligated to, notify the surety, if
any, of the nature and amount of the Claim. If the Claim relates to a possibility of a Design-Builder’s default, the
Owner may, but is not obligated to, notify the surety and request the surety’s assistance in resolving the controversy.
§ 14.2.8 If a Claim relates to or is the subject of a mechanic’s lien, the party asserting such Claim may proceed in
accordance with applicable law to comply with the lien notice or filing deadlines.
(Paragraphs deleted)
Both the Owner and Design-Builder will make reasonable efforts to resolve claims against the other party. However,
iffa claim cannot be resolved by mutual agreement within 60 days of the presenting of a claim, the resolution of such
unresolved claim will be through a litigation process in the Circuit Court of Russell County, Virginia,
ARTICLE 15. MISCELLANEOUS PROVISIONS
§ 15.1 Governing Law
‘The contract shall be governed by the laws of the Commonwealth of Virginia,
§ 152 Successors and Assigns
§ 152 The Owner and Design-Builder, respectively, bind themselves, their partners, successors, assigns and legal
representatives to the covenants, agreements and obligations contained in the Design-Build Documents. Except as
provided in Section 15.2.2, neither party to the Contract shall assign the Contract as a whole without written consent of
the other. If either party attempts to make such an assignment without such consent, that party shall nevertheless
remain legally responsible for all obligations under the Contract.
§ 15.22 The Owner may, without consent of the Design-Builder, assign the Contract to a lender providing
construction financing for the Project, if the lender assumes the Owner's rights and obligations under the Design-Build
Documents. The Design-Builder shall execute all consents reasonably required to facilitate such assignment,
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
tne AIA Logo, and AIA Contract Documents” are registred trademarks and may not be used without permission This document was produced by AIA sofware t_ 39)
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
‘accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mal copyrign@ala or.
User Notes: (1952110131)
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§ 1523 If the Owner requests the Design-Builder, Architect, Consultants, or Contractors to execute certificates, other
than those required by Section 3.1.10, the Owner shall submit the proposed language of such certificates for review at
least 14 days prior to the requested dates of execution. If the Owner requests the Design-Builder, Architect,
Consultants, or Contractors to execute consents reasonably required to facilitate assignment to a lender, the
Design-Builder, Architect, Consultants, or Contractors shall execute all such consents that are consistent with this
Agreement, provided the proposed consent is submitted to them for review at least 14 days prior to execution. The
Design-Builder, Architect, Consultants, and Contractors shall not be required to execute certificates or consents that
would require knowledge, services or responsibilities beyond the scope of their servic:
§ 153 Written Notice
Written notice shall be deemed to have been duly served if delivered in person to the individual, to a member of the
firm or entity, or to an officer of the corporation for which it was intended; or if delivered at, or sent by registered or
certified mail or by courier service providing proof of delivery to, the last business address known to the party giving
notice.
§ 154 Rights and Remedies
§ 154.1 Duties and obligations imposed by the Design-Build Documents, and rights and remedies available
thereunder, shall be in addition to and not a limitation of duties, obligations, rights and remedies otherwise imposed or
available by law.
§ 184.2 No action or failure to act by the Owner or Design-Builder shall constitute a waiver of aright or duty afforded
them under the Contract, nor shall such action or failure to act constitute approval of or acquiescence in a breach
thereunder, except as may be specifically agreed in writing,
§ 155 Tests and Inspections
§ 1545.1 Tests, inspections and approvals of portions of the Work shall be made as required by the Design-Build
Documents and by applicable laws, statutes, ordinances, codes, rules and regulations or lawful orders of public
authorities. Unless otherwise provided, the Design-Builder shall make arrangements for such tests, inspections and
approvals with an independent testing laboratory or entity acceptable to the Owner, or with the appropriate public
authority, and shall bear all related costs of tests, inspections and approvals. The Design-Builder shall give the Owner
timely notice of when and where tests and inspections are to be made so that the Owner may be present for such
procedures. The Owner shall bear costs of (I) tests, inspections or approvals that do not become requirements until
afler bids are received or negotiations concluded, and (2) tests, inspections or approvals where building codes or
applicable laws or regulations prohibit the Owner from delegating their cost to the Design-Builder.
§ 15.52 If the Owner determines that portions of the Work require additional testing, inspection or approval not
included under Section 15.5.1, the Owner will instruct the Design-Builder to make arrangements for such additional
testing, inspection or approval by an entity acceptable to the Owner, and the Design-Builder shall give timely notice to
the Owner of when and where tests and inspections are to be made so that the Owner may be present for such
procedures. Such costs, except as provided in Section 15.5.3, shall be at the Owner’s expense
§ 15.3 If such procedures for testing, inspection or approval under Sections 15.5.1 and 15.5.2 reveal failure of the
portions of the Work to comply with requirements established by the Design-Build Documents, all costs made
necessary by such failure shall be at the Design-Builder’s expense.
§ 1554 Required certificates of testing, inspection or approval shall, unless otherwise required by the Design-Build
Documents, be secured by the Design-Builder and promptly delivered to the Owner.
§ 1555 Ifthe Owner is to observe tests, inspections or approvals required by the Design-Build Documents, the Owner
will do so promptly and, where practicable, at the normal place of testing.
§ 1556 Tests or inspections conducted pursuant to the Design-Build Documents shall be made promptly to avoid
‘unreasonable delay in the Work,
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
tne AIA Logo, and AIA Contract Documents” are registred trademarks and may not be used without permission. This document was produced by AIA sofware at 3.4
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
1 accordance withthe AIA Contract Documents? Terms of Service. To report copyright violations, email copyright @ala 7g
User Notes: (1952110131)
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ymxgywwgnjwyhjxgyxxjmxygrqqvjxg�nronghogj�j}vhromgofghirqg�snjjzjmhg�yhhy}ijxg�~gnjfjnjm}j�
�ir�rhg|g�njwrzrmyn~g{omqhnv}hromg�}ijxvwjgxyhjxgµµµµ
�ir�rhg¬|gpjqrsmtuvrwxg¶vynymhjjxg°y�rzvzg�nr}jgqv��onhrmsgxo}vzjmhyhromgxj�jwo�jxg�~ǵ���g
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¬j�nvyn~gº|g�«��g�yhhy}ijxg�~gnjfjnjm}j�
�ir�rhg»|ǵ���g�hnjjhg���g{om}j�hvywg�iyqjg�no�oqywgxyhjxg�j�hjz�jng�º|g�«�«g�yhhy}ijxg�~g
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�ir�rhge|ǵ���g�hnjjhg���gpjhyrwjxg�iyqjg�no�oqywgxyhjxg±o�jz�jng��|g�«�«g�yhhy}ijxg�~gnjfjnjm}j�
§ 15.6 Confidential Information
Ifthe Owner or Design-Builder transmits Confidential Information, the transmission of such Confidential Information
constitutes a warranty to the party receiving such Confidential Information that the transmitting party is authorized to
transmit the Confidential Information. If a party receives Confidential Information, the receiving party shall keep the
Confidential Information strictly confidential and shall not disclose it to any other person or entity except as set forth
in Section 15.6.1
§ 156.1 A party receiving Confidential Information may disclose the Confidential Information as required by law or
court order, including a subpoena or other form of compulsory legal process issued by a court or governmental entity
A party receiving Confidential Information may also disclose the Confidential Information to its employees,
consultants or contractors in order to perform services or work solely and exclusively for the Project, provided those
employees, consultants and contractors are subject to the restrictions on the disclosure and use of Confidential
Information as set forth in this Contract.
§ 15.7 Capitalization
‘Terms capitalized in the Contract include those that are (1) specifically defined, (2) the titles of numbered articles or
(3) the titles of other documents published by the American Institute of Architects.
§ 158 Interpretation
§ 158.1 In the interest of brevity the Design-Build Documents frequently omit modifying words such as "all" and
"any" and articles such as "the" and "an," but the fact that a modifier or an article is absent from one statement and
‘appears in another is not intended to affect the interpretation of either statement,
§ 158.2 Unless otherwise stated in the Design-Build Documents, words which have well-known technical or
construction industry meanings are used in the Design-Build Documents in accordance with such recognized
‘meanings.
ARTICLE 16. SCOPE OF THE AGREEMENT
§ 164 This Agreement is comprised of the following documents listed below.
‘AIA Document A141™2014, Standard Form of Agreement Between Owner and Design-Builder
AIA Document A141™2014, Exhibit A, Design-Build Amendment, if executed
AIA Document A141"™-2014, Exhibit B, Insurance and Bonds (not used)
AIA Document A141™-2014, Exhibit C, Sustainable Projects, if completed (not used)
AIA Document E203™-2013, Building Information Modeling and Digital Data Exhibit, if completed,
or the following:
hohe
NIA
6 Other:
Exhibit D, 100% Construction Documents (Drawings and Specifications) dated June 1, 2021 and any
and all related addenda issued prior to execution of this Agreement (attached by reference)
Exhibit E, Preliminary Construction Schedule dated XXXX
Exhibit F, Design-Build Guaranteed Maximum Price supporting documentation developed by J.A.
Street dated July 15, 2021
Exhibit G, Interim Agreement between Russell County, Virginia and J.A. Street & Associates dated
February 8, 2021 (attached by reference)
Exhibit H, J.A. Street PPEA Conceptual Phase Proposal dated September 18, 2020 (attached by
reference)
Exhibit I, .A. Street PPEA Detailed Phase Proposal dated November 13, 2020 (attached by reference)
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
tne AIA Logo, and AIA Contract Documents” are registred trademarks and may not be used without permission This document was produced by AIA sofware at 39)
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
1 accordance withthe AIA Contract Documents? Terms of Service. To report copyright violations, email copyright @ala 7g
User Notes: (1952110131)
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Exhibit J, Request for Proposals dated August 12, 2020 (attached by reference)
Exhibit K, ALA Document A312-2010 Performance and Payment Bonds
Exhibit L, AIA Document G702-1992 Application and Certificate for Payment and AIA Document
5703-1992 Continuation Sheet
Exhibit M, ALA Document G704DB-2017 Certificate of Substantial Completion
Exhibit N, ALA Document G706-1994 Contractor's Affidavit of Payment of Debts and Claims
Exhibit O, Russell County, Virginia Required General Terms and Conditions
This Agreement entered into as of the day and year first written above.
OWNER (Signature) DESIGN-BUILDER (Signature)
(Printed name and title) (Printed name and title)
‘AIA Document At41™ — 2044, Copyright ® 2004 and 2074 by The American Insite of ArchfactsAllighls reserved. The ”AmericanInstute of Architecla, "AIA
the AIA Logo, and AIA Contract Documents” are registred trademarks and may not be used without permission This document was produced by AIA sofware at 3
(06:08:08 ET on 07/23/2021 under Order No 5496285445 whicn expres on 12/18/2021 snot or resale, is lcensed for one-time use any, and may only be used in
1 accordance withthe AIA Contract Documents? Terms of Service. To report copyright violations, email copyright @ala 7g
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Additions and Deletions Report for
AIA” Document A141™ - 2014
Ths Additions and Deletions Report, as defined on page 1 of the associated document, reproduces below all text the author has added
to the standard form AIA documentin order to complete it, as well as any text the author may have added to or deleted from the original
AIA text, Added text is shown underlined. Deleted text is indicated with a horizontal ine through the original AIA text.
Note: This Additions and Deletions Reports provided for information purposes only and is not incorporated into or constitute any part
of the associated AIA document. This Additions and Deletions Report and its associated document were generated simultaneously by
‘AIA software at 08:08:08 ET on 07/23/2021
PAGE 1
AGREEMENT made as of the 2! day of August in the year 2021
BETWEEN the Owner:
“Sactretegcontchecthltescandbetpescioetcstt
Russell County, Virginia
137 Highland Drive
Lebanon, VA 24266
LA, Street & Associates
245 Birch Street, P.O. Box 725
Blountville, TN 37617 The term Design-Builder shall be synonymous with Private Entity or PPEA Firm or Contractor.
Russell County Courthouse Expansion & Renovation
Lebanon, Virginia
Design and construction of an approximately 36,000 SF addition to the existing Russell County Courthouse and
renovations to the existing Russell County Courthouse along with associated parking and site improvements,
PAGE 2
B INSURANCE AND BONDS (not used)
ic) ‘SUSTAINABLE PROJECTS (not used
‘Additions and Deletions Report for AIA Document A1A1™ — 2014. Copyright© 2004 and 2014 by The American Insiue of Architecs. All ighis reserved. The
"American Insitute of Architects, “AIA. the AIA Logo, and "AIA Contract Documents’ are registered trademarks and may not be weed without permission, This.
document was produced by AIA sofware at 0810808 ET on 07/28/2021 under Order No 5496283445 which expres on 12/18/2021, snot for resale 1 Neensed for
‘one-time use only, and may ony be used in accordance withthe AIA Contact Dacuments® Terms of Service, To report copyright velatons,o-mal
opyright@aia or.
User Notes: (1es2t10131)
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See Request for Proposals dated August 12, 2020
and services: legal description ofthe sitereiey
See Request for Proposals dated August 12, 2020
PAGES
Contract Cost Limit of $15,250,457 as defined by executed Interim Agreement dated February 8, 2021
See Interim Agreement,
July 15, 2021
Within XX months from date of Notice to Proceed, currently anticipated to be issued on or about
August 23, 2021
‘Additions and Deletions Report for AIA Document A1M1™ — 2014. Copyright© 2004 and 2014 by The American Instiue of Architecs. All ighis reserved. The
"American Insitute of Arent, “AIA. the AIA Logo, and "AIA Contract Documents’ are registered trademarks and may not be weed without permission, This.
document was produced by AIA sofware at 0810808 ET on 07/28/2021 under Order No 5496283445 which expres on 12/18/2021, snot for resale 1 Neensed for
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Silling Associates, Inc, (Architect/Engineer of Record)
‘Thompson & Litton (MEP Engineering)
PAGE 4
unty Administrator
Russell County, Virginia
137 Highland Drive
Lebanon, VA 24266
Skanska USA Building Ine.
Curtis Elswick, Sr. Vice President
4309 Emperor Blvd, Suite 200
Durham, NC 27703
540-423-2860
[email protected]
Owner's Representative Project Manager:
Skanska USA Building Ine,
Curtis Elswick, Sr. Vice President
4309 Emperor Blvd, Suite 200
Durham, NC 27703
540-423-2860
[email protected]
(List name-address-and other information)
Mareus Wilcox
Project Manager
LA. Street & Associates
‘Additions and Deletions Report for AIA Document A1M1™ — 2014. Copyright© 2004 and 2014 by The American Instiue of Architecs. All ighis reserved. The
"American Insitute of Arent, “AIA. the AIA Logo, and "AIA Contract Documents’ are registered trademarks and may not be weed without permission, This.
document was produced by AIA sofware at 0810808 ET on 07/28/2021 under Order No 5496283445 which expres on 12/18/2021, snot for resale 1 Neensed for
‘one-time use only, and may ony be used in accordance withthe AIA Contact Dacuments® Terms of Service, To report copyright velatons,o-mal
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245 Birch Street, P.O. Box 725
Blountville, TN 37617,
Office: 42: 7
Cell: 423-737-7198
[email protected]
PAGE 5
[X] Litigation in a court of competent jurisdiction
This Agreement shall be construed and governed by the applicable laws of the Commonwealth of Virginia,
‘Any disputes arising hereunder, resulting in litigation, shall be resolved by bench trial in the Circuit Court for
Russell County, Virginia,
PAGE 6
§ 2:4 Compensation for Work Performed Prior To_Execution-of Design Build_Amendment
§ 244 Unless oth a e 4 EB he Design-Build Amend:
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document was produced by AIA sofware at 0810808 ET on 07/28/2021 under Order No 5496283445 which expres on 12/18/2021, snot for resale 1 Neensed for
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PAGE 10 °
PAGE 17 : ~~ .
§ 7.2.40 The Owner shall purchase and maintain insurance as set forth in Exhibit B. Design-Builder to provide “all
risk" builders risk insurance covering new materials as part of their scope of Work. Owner shall provide property
insurance on the existing structure.
PAGE 19
§ 9.3.4 Atleast ten-five days before the date established for each progress payment, the Design-Builder shall submit to
the Owner an itemized Application for Payment for completed portions of the Work. The application shall be
notarized, if required, and supported by data substantiating the Design-Builder’s right to payment as the Owner may
require, such as copies of requisitions from the Architect, Consultants, Contractors, and material suppliers, and shail
reflect retainage if provided for in the Design-Build Documents.
§ 93.1.2 Applications for Payment shall not include requests for payment for portions of the Work for which the
Design-Builder does not intend to pay the Architect, Consultant, Contractor, material supplier, or other persons or
entities providing services or work for the Design-Builder, unless such Work has been performed by others whom the
Design-Builder intends to pay-pay and such work performed by others has been identified to the Owner in advance of
‘payment for such work,
PAGE 20
§ 9.6.4 The Owner has the right to request written evidence from the Design-Builder that the Design-Builder has
properly paid the Architect, Consultants, Contractors, or other person or entity providing services or work for the
Design-Builder, from amounts paid by the Owner to the Design-Builder for the Work. If the Design-Builder fails to
furnish such evidence within seven days, the Owner shall have the right to contact the Architect, Consultants, and
Contractors to ascertain whether they have been properly paid. The Owner shall have no obligation to pay or to see to
the payment of money to a Consultant or Contractor, except as may otherwise be required by law.
PAGE 25
§ 12.4 Drawings, specifications, and other documents furnished by the Design-Builder, including those in electronic
form, are Instruments of Service. The Design-Builder, and the Architect, Consultants, Contractors, and any other
person or entity providing services or work for any of them, shall be deemed the authors and owners of their respective
Instruments of Service, including the Drawings and Specifications, and shall retain all common law, statutory and
other reserved rights, including copyrights. Submission or distribution of Instruments of Service to meet official
regulatory requirements, or for similar purposes in connection with the Project, is not to be construed as publication in
derogation of the reserved rights of the Design-Builder and the Architect, Consultants, and Contractors, and any other
person or entity providing services or work for any of them. However, all drawings, specifications and other
ied by thy uilder to Owner shall become the property of the Owner providing that the Owner
‘Additions and Deletions Report for AIA Document A1M1™ — 2014. Copyright© 2004 and 2014 by The American Instiue of Architecs. All ighis reserved. The
"American Insitute of Architects, "AIA." the AIA Logo, and"AIA Contact Document” are registered trademarks and may not be sed without emission. This
document was produced by AIA sofware at 0810808 ET on 07/28/2021 under Order No 5496283445 which expres on 12/18/2021, snot for resale 1 Neensed for
‘one-time use only, and may ony be used in accordance withthe AIA Contact Dacuments® Terms of Service, To report copyright velatons,o-mal
opyright@aia or.
User Notes: (1es2t10131)
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all only use such documents in regard to the maintenance and future alterations of the project work after the project
‘work has been completed,
PAGE 26
§ 123.1 The Design-Builder shall obtain non-exctus from the Architect, Consultants, and Contractors, that
will allow the Design-Builder to satisfy its obligations to the Owner under this Article 12. The Design-Builder’s
licenses from the Architect and its Consultants and Contractors shall also allow the Owner, in the event this
‘Agreement is terminated for any reason other than the default of the Owner or in the event the Design-Builder’s
Architect, Consultants, or Contractors terminate their agreements with the Design-Builder for cause, to obtain a
limited, irrevocable and non-exclusive license solely and exclusively for purposes of constructing, using, maintaining,
altering and adding to the Project, provided that the Owner (1) agrees to pay to the Architect, Consultant or Contractor
all amounts due, and (2) provide the Architect, Consultant or Contractor with the Owner’s written agreement to the
extent permitted by law to indemnify and hold harmless the Architect, Consultant or Contractor from all costs and
expenses, including the cost of defense, related to claims and causes of action asserted by any third person or entity to
the extent such costs and expenses arise from the Owner's alteration or use of the Instruments of Service.
PAGE 30
eh ietie
§-44.3.4 Claims disputes oroth Correlatedto+th ~exceptih rm
$443.27 Jhathend Jve-their Claims by-med hich unless-th m
§-44.4.2 The award rendered by-the atk i shall be-final-and-jud be dup
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document was produced by AIA sofware at 0810808 ET on 07/28/2021 under Order No 5496283445 which expres on 12/18/2021, snot for resale 1 Neensed for
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§-4443 The f i othe obi hanadditional:
t Ԥ
= i stitute ec ie isp hi 4
Desiga Builder-under this Agreement:Both the Owner and Design-Builder will make reasonable efforts to resolve
claims against the other party, However, if claim cannot be resolved by mutual agreement within 60 days of the
‘presenting of a claim, the resolution of such unresolved claim will be through a litigation process in the Circuit Court
of Russell County, Virginia
The shall be sd by-the-law-of th hhere-the Projectis located -except-that-if the pasties
contract shall be governed by the laws of the Commonwealth of Virginia,
PAGE 32
3. AIA Document A141™2014, Exhibit B, Insurance and Bonds (not used)
4 AIA Document A141™ 2014, Exhibit C, Sustainable Projects, if completed (not used)
NA
6 Other:
Exhibit D, 100% Construction Documents (Drawings and Specifications) dated June 1, 2021 and any
and all related addenda issued prior to execution of this Agreement (attached by reference)
Exhibit E, Preliminary Construction Schedule dated XXXX
Exhibit F, Design-Build Guaranteed Maximum Price supporting documentation developed by LA.
Street dated July 15, 2021
Exhibit G, Interim Agreement between Russell County, Virginia and J.A. Street & Associates dated
February 8, 2021 (attached by reference)
Exhibit H, J.A. Street PPEA Conceptual Phase Proposal dated September 18, 2020 (attached by
reference)
Exhibit I, .A. Street PPEA Detailed Phase Proposal dated November 13, 2020 (attached by reference)
Exhibit J. Request for Proposals dated August 12, 2020 (attached by reference!
‘Additions and Deletions Report for AIA Document A1M1™ — 2014. Copyright© 2004 and 2014 by The American Instiue of Architecs. All ighis reserved. The
"American Insitute of Arent, “AIA. the AIA Logo, and "AIA Contract Documents’ are registered trademarks and may not be weed without permission, This.
document was produced by AIA sofware at 0810808 ET on 07/28/2021 under Order No 5496283445 which expres on 12/18/2021, snot for resale 1 Neensed for
‘one-time use only, and may ony be used in accordance withthe AIA Contact Dacuments® Terms of Service, To report copyright velatons,o-mal
opyright@aia or.
User Notes: (1es2t10131)
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Exhibit L, AIA Document G702-1992 Application and Certificate for Payment and AIA Document
Exhibit M, AIA Document G704DB-2017 Certificate of Substantial Completion
Exhibit N, AIA Document G706-1994 Contractor's Affidavit of Payment of Debts and Claims
Exhibit O, Russell County, Virginia Required General Terms and Conditions
‘Additions and Deletions Repor for AIA Document A141” — 2014. Copyright © 204
“American Intute of Areitect,
‘and 2014 by The American Insite of Archicts_ Al rights served. The
"AIA the AIA Logo, and"AIA Contract Documents” are regstored trademarks and may not be used without permission. This.
document was produced by AIA sofware at 0810808 ET on 07/28/2021 under Order No 5496283445 which expres on 12/18/2021, snot for resale 1 Neensed for
‘one-time use only, and may ony be used in accordance withthe AIA Contact Dacuments® Terms of Service, To report copyright velatons,o-mal
opyright@aia or.
User Notes:
(1es2t10131)
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Certification of Document’s Authenticity
AIA® Document D401™ - 2003
1, Curtis Elswick, hereby certify, to the best of my knowledge, information and belief, that I created the attached final
document simultaneously with its associated Additions and Deletions Report and this certification at 08:08:08 ET on
07/23/2021 under Order No, 5496283445 from AIA Contract Documents software and that in preparing the attached
final document I made no changes to the original text of AIA® Document A141™ — 2014, Standard Form of
Agreement Between Owner and Design-Builder, as published by the AIA in its software, other than those additions
and deletions shown in the associated Additions and Deletions Report.
(Signed)
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(Dated)
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WATA Document A141 - 2014 Exhibit A
Design-Build Amendment
‘This Amendment is incorporated into the accompanying AIA Document Al41™2014,
Standard Form of Agreement Between Owner and Design-Builder dated the 2"! day of
August in the year 2021 (the "Agreement") ADDITIONS AND DELETIONS:
‘The author of this document has
added information needed for its
‘completion, The author may also
have revised the text ofthe original
AIA standard form. An Additions and
Deletions Report that notes added
for the following PROJECT:
Russell County Courthouse Expansion & Renovation
Lebanon, Virginia
‘THE OWNER: information as well as revisions to the
standard form textis available from
the author and should be reviewed. A
Russell County, Virginia vertical line in the left margin of this
137 Highland Drive document indicates where the author
Lebanon, VA 24266 has added necessary information
‘THE DESIGN-BUILDER: ‘and where the author has added to or
deleted from the original AIA text.
ILA. Street & Associates
245 Birch Street, P.O. Box 725
Blountville, TN 37617
‘This document has important legal
‘consequences. Consultation with an
attorney is encouraged with respect
to its completion or modification.
The term Design-Builder shall be synonymous with Private Entity or PPEA Firm or
Contractor. Consultation with an attorney is also
‘encouraged with respect to
‘The Owner and Design-Builder hereby amend the Agreement as follows. professional licensing requirements
in the jurisdiction where the Project is
TABLE OF ARTICLES located
AA CONTRACT SUM
A2 CONTRACT TIME
A3___ INFORMATION UPON WHICH AMENDMENT IS BASED
AA DESIGN-BUILDER'S PERSONNEL, CONTRACTORS AND SUPPLIERS
AS COST OF THE WORK
ARTICLE A CONTRACT SUM
§ AAA The Owner shall pay the Design-Builder the Contract Sum in current funds for the
Design-Builder’s performance of the Contract after the execution of this Amendment. The
Contract Sum shall be one of the following and shall not include compensation the Owner
paid the Design-Builder for Work performed prior to execution of this Amendment:
[_] Stipulated Sum, in accordance with Section A.1.2 below
[1 Cost of the Work plus the Design-Builder’s Fee, in accordance with
Section A.1.3 below
‘AIA Document A1A1™ —2014 Exhibit A. Copyright © 2004 and 2074 by The American insiute of Architects. Allrighis reserved. The “American Insiule of
‘architec, "AIA" the AIA Logo, andAIA Contract Documents” are registred vagerarks and may not be used without permission. This document was produced 4
by AIA sotware at 08:18:45 ET on 07/23'2021 under Order No 5496283446 which expres On 12/18/2021, fs nt fr resale, sensed Tor one-time use any, and
1 may only be used in accordance withthe AIA Contract Documents? Terms of Serie, To report copyright olations, e-mail copyight@aia or
User Notes: (2018724430)
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LX] Cost of the Work plus the Design-Builder’s Fee with a Guaranteed Maximum Price, in accordance with
Section A.1.4 below.
§ A12 Stipulated Sum
§ A424 The Stipulated Sum shall be (S_), subject to authorized adjustments as provided in the Design-Build
Documents,
§ A122 The Stipulated Sum is based upon the following alternates, if any, which are described in the Design-Build
Documents and are hereby accepted by the Owner:
(Paragraph deleted)
§ A423 Unit prices, if any:
(Paragraph deleted)
tem Units and Limitations Price per Unit ($0.00)
§ A.1.3 Cost of the Work Plus Design-Buikier’s Foo
§ A13.1 The Cost of the Work is as defined in Article A.5, Cost of the Work.
§ A432 The Design-Builder’s Fee:
(Paragraph deleted)
§ A.14 Cost of the Work Plus Design-Builier’s Fee With a Guaranteed Maximum Price
§ A14.1 The Cost of the Work is as defined in Article A.5, Cost of the Work.
§ A142 The Design-Builder’s Fee:
(Paragraph deleted)
§ A143 Guaranteed Maximum Price
§ A143. The sum of the Reimbursable Cost of the Work, Subcontractor Bonds/Insurances, Design-Builder Insurances,
Performance and Payment Bonds, Fixed Design Fee, Design-Builder Contingency, and the Design-Builder’s Fee is
‘guaranteed by the Design-Builder not to exceed Fifteen Million Two Hundred Fifty Thousand Four Hundred Fifty
Seven and 00/100 Dollars ($15,250,457.00), subject to additions and deductions for changes in the Work as provided in
the Design-Build Documents. Costs that would cause the Guaranteed Maximum Price to be exceeded shall be paid by the
Design-Builder without reimbursement by the Owner.
The Guaranteed Maximum Price noted above includes Design-Builder fees for performing services included in the
Interim Agreement dated February 8, 2021 in the amount of $699,918 with balance for construction phase services of
$14,550,539.00. Total Guaranteed Maximum Price and amount for services included in the executed Interim
Agreement shall not exceed $15,250,457.00 and is as follows:
$14,060,201 for construction of new addition and renovation required to connect new addition to existing courthouse,
mass demolition and associated sitework, utilities and parking
$1,190,256 budget allowance for renovations to existing courthouse with scope of renovations to be determined at a
later date
§ A142 Itemized Statement of the Guaranteed Maximum Price
Provided below is an itemized statement of the Guaranteed Maximum Price organized by trade categories, allowances,
contingencies, alternates, the Design-Builder’s Fee, and other items that comprise the Guaranteed Maximum Price.
[AIA Document A1A1™ —2014 Exhibit A. Copyright © 2004 and 2074 by The American institute of Architects. Allrigis reserved. Tha “American Insiule of
‘architec, "AIA" the AIA Logo, and"AIA Contract Documents” are registered vagemarks and may not be used without permission This document was produced
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‘may only be used in accordance with the AIA Contact Documenis® Tees of Service. To report copyright violation, e-mail copyrigh@ata og
User Notes: (2018724430)
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‘The GMP is the maximum sum that the Owner shall pay to the Design-Builder in total for this Project, except as
otherwise provided in this Agreement. It includes all the Reimbursable Costs and Fixed Fees as defined in within this
Agreement that will be payable to Design-Builder.
b, Ifat any time during construction it becomes apparent that the final Reimbursable Costs and Fixed Fees will exceed
the GMP, the Private Entity shall immediately notify the Owner’s Representative and advise him/her of the action it
proposes to take to reduce costs.
¢. All proposed revisions or changes to the approved Plans and Specifications must be submitted to the Owner's
Representative for review and approval for conformance with the approved Construction Documents plans and
specifications, regardless of whether or not they affect the GMP. Owner's Representative’s review and approval shall
be not be unreasonably conditioned.
4. Design-Builder shall ensure that the GMP amount is not exceeded, but if such amount is exceeded, Design-Builder
shall be solely responsible for any such excess amount.
ce, No payment shall be made to Design-Builder in excess of the GMP except as adjusted for any Changes made in
accordance with this Agreement. The Design-Builder shall be wholly responsible to complete the Project at no
‘compensation above the GMP as adjusted for any Changes made in accordance with this Agreement, and the Owner
shall have no obligation to pay the Design-Builder such excess amount or any portion thereof.
REIMBURSABLE COSTS
a. Subject to the limitation that payments to Design-Builder shall not exceed the GMP, the Owner will
reimburse the Private Entity for all the following costs for the Project
1, Contractor materials, supplies, and equipment either incorporated directly into the construction on the
Project or required to accomplish a construction activity on the Project including equipment rental or lease,
transportation, and storage
2. Contractor labor costs for personnel performing labor at the Project site. Labor costs include hourly rates
with all fringe benefits and taxes required by law and applicable contracts in force between the Contractor and its
employees or its standard benefits package.
3. Subcontractor costs for Work on items directly related to and/or incorporated into the finished construction
for the Project including the cost of completing Punch List Items. The term "subcontracts" includes purchase orders.
‘The Design-Builder shall conduct the subcontractor bid process on an "open book" basis, and shall allow the Owner's
Representative to observe the receipt and analysis of all bids. ‘The Design-Builder shall seek to invite at least six (6)
bidders, if practical, and endeavor to receive price quotations from at least three (3) firms for all subcontracts for, but
not limited to, equipment, equipment rentals or leases, materials, labor contracts, any other supplies or services, where
the quotations are expected to exceed or actually exceed $50,000, unless otherwise authorized by the Owner's
Representative. The Owner's Representative may recommend additional subcontractor bidders to the Design-Builder.
The Design-Builder shall furnish copies of quotations to the Owner’s Representative for review and approval prior to
award. It is not required that the award be made to the lowest offeror, but shall be made on the basis of best value.
Copies of all subcontracts, including all modifications and/or revisions will be furnished to the Owner's
Representative within five (5) working days from issuance. The Design-Builder shall not "bid shop" subcontracts
after selection.
4, Other Project-related direct costs that shall be reimbursed under this Agreement include, but are not
limited to, the following: Contractor direct expenses, insurance (including project specific insurance riders of any
type and accounting (project related), general conditions, payment and performance bonds, taxes including gross
receipts tax, permits, utility availability, relocation and usage costs, "on site construction" supervision, quality control,
testing, safety, training, engineering/layout, fire protection, cleanup, field office equipment and operation, but not
including expenses incurred prior to the Effective Date of this Agreement. Design-Builder may self-perform up to
10% of the cost of the construction work provided the Design-Builder’s price for the work can be demonstrated to be
lower than competitive bids from trades contractors or is advantageous to the Owner.
[AIA Document A1A1™ —2014 Exhibit A. Copyright © 2004 and 2074 by The American institute of Architects. Allrigis reserved. Tha “American Insiule of
‘architec, "AIA" the AIA Logo, and"AIA Contract Documents” are registered vagemarks and may not be used without permission This document was produced
'by AIA sofware at 08:18:48 ET on 07/28/2021 under Order No.5496283445 which expires on 12/18202", snot or esale, i loensed for anime use Only, nd
‘may only be used in accordance with the AIA Contract Documents® Terms of Service To report copyright viltions, emai [email protected]
User Notes: (2018724430)
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qX̂Yrfgs\ỲmX]aZ_ta\̂XadjXaqX̂Yrfgs\ỲmabcfdYfrXfhtadcahcoX]adjXahĉdacea_ftafXXmXma]Xi_Y]̂adj_dafXXmadca[XaZ_mXa
m\]YfradjXahcf̂d]\hdYcfai]chX̂̂uajcnXoX]uahĉd̂aec]a]Xi_Y]anc]lanỲ̀afXXmadca[Xa[_hlghj_]rXmadcâ\[hcfd]_hdc]̂ac]a
hcoX]Xmac\daceadjXaqX̂Yrfgs\ỲmX]p̂a}XXVaa�jXawnfX]anỲ̀afcda[Xa]X̂icf̂Y[̀Xaec]adjXahĉdacea]Xi_Y]̂aZ_mXam\]Yfra
hcf̂d]\hdYcfVaa�jXai_]dYX̂a_r]XXadj_da_ftaXvhX̂̂ahcfdYfrXfhta_dadjXahcZìXdYcfaceadjXax]c|Xhdâj_̀̀a[Xa]Xd\]fXma{���adca
djXawnfX]Vaa�eadjXahĉdaceadjXax]c|XhdaXvhXXm̂adjXa��xa_̂a_m|\̂dXmaec]a_ftabj_frX̂uaYfh̀\mYfradjXae\̀̀a_Zc\fdaceadjXa
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5. Reimbursable Costs for non-construction portions of the Work shall be documented with vendor’s invoices
to Design-Builder and other similar documentation, Detailed information regarding vendor's hourly rates, materials
costs or other expenditures will not be provided,
b. ‘Owner will not reimburse Private Entity for the following costs:
1 Contractor costs not associated with personnel assigned to the Project are considered to be indirect
costs that are included as part of the Fixed Fees and are not Reimbursable Costs. Examples of indirect costs that are not
Reimbursable Costs include, but are not limited to: bonuses to senior executives, travel by company executives or
officers, and personnel whose services and/or responsibilities include multiple projects, e.g., accounting, home office
estimating, and purchasing personnel; provided, however, that costs for such personnel on multiple projects may be
reimbursed if the Design-Builder requires each of such personnel to maintain accurate timesheets of any time
applicable to the Project, if such time allocated to the Project is reasonable, and if the Design-Builder makes such
timesheets available to the Owner at any time and from time to time as requested by the Owner. Additionally, costs for
repairs and maintenance of Contractor-owned equipment (including by any subsidiary or affiliated companies) or
rental equipment are not Reimbursable Costs. Repair costs and costs of routine maintenance of rental equipment are to
be included in the rental price.
2 Public relations and advertising, bad debts, contributions and donations, dividends or payments of
profits, entertainment, fines or penalties, life insurance for officers, partners, or proprietors, interest on loans,
lobbying, losses on other contracts, income taxes, proposal preparation costs except for proposals arising from change
requests or direction from the Owner or Owner's Representative, and legal costs involving disputes with the Owner,
3. The cost of all warranty work will be the responsibility of the Design-Builder, including time spent
coordinating warranty work by the Design-Builder’s project manager, superintendent, or other team members.
4, Costs incurred prior to the Effective Date of this Agreement, except design or preconstruction
services included in the Contract Cost Limit and authorized in advance of this agreement to expedite the schedule,
unless the same have already been paid, or with the consent of the Owner prior to the Effective Date are to be paid,
outside of this Agreement,
¢. Buyout savings will be reviewed on a periodic basis as Design-Builder completes procurement of the Work. The
net combined buyout savings from individual line items from within the established Reimbursable Costs will be split
{60% Owner/40% Design-Builder once all Work has been procured. The buyouts of materials and self-performed
‘work of the design-builder are to be included in total net combined savings to be split 60% Owner/40%
Design-Builder.
4. Expenditures from the Design-Builder’s contingency must be approved in advance by the Owner's Representative,
whose approval will not be unreasonably withheld, The Design-Builder’s Contingency may be used by the
Design-Builder for scope gaps between trade contractors and unforeseen field conditions (not to include unforeseen
unsuitable materials, rock or other obstructions not assumed in estimated quantities included in the cost of the work).
Any other proposed use must be approved by the Owner in writing before the Design-Builder commits funds from the
Design-Builder Contingency. The Private Entity must submit a completely documented request for the Owner's
Representative’s review and approval justifying why the request is not included in the GMP. The Design-Builder
‘must provide the Owner notice of each use of the Design-Builder Contingency within a reasonable amount of time, but
no later than three (3) work days prior to committing funds from the Design-Builder Contingency. The
Design-Builder may use the Design-Build Contingency to cover the cost of any needed repairs that need to be made
during the construction process, however, costs for repair work will need to be back-charged to subcontractors or
covered out of the Design-Builder’s Fee. The Owner will not be responsible for the cost of repairs made during
construction, The parties agree that any excess contingency at the completion of the Project shall be returned 100% to
the Owner. If the cost of the Project adjusted for any Changes, including the full amount of the
Design-Build Contingency, the Private Entity shall be solely responsible for any such excess amount above the GMP
as adjusted for any Changes.
FIXED FEES
of Architects. Alrighs reserved. The American nstiute of
‘architec, "AIA" the AIA Logo, and"AIA Contract Documents” are registered vagemarks and may not be used without permission This document was produced
'by AIA sofware at 08:18:48 ET on 07/28/2021 under Order No.5496283445 which expires on 12/18202", snot or esale, i loensed for anime use Only, nd
‘may only be used in accordance with the AIA Contract Documents® Terms of Service To report copyright viltions, emai [email protected]
User Notes: (2018724430)
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‘The Owner shall pay the Design-Build Fixed Fees, which consist of the architecture and engineering fees,
pre-construction fees and expenses, and general contracting fees not already assumed within the scope of the Interim
Agreement. The Fixed Fees include all compensation payable by Owner to Design-Builder beyond Reimbursable
Costs for the Services and are intended to compensate for the Design-Builder’s home office support, overhead costs,
and profit for the Project and for all design (architectural/engineering) and other professional services. The Fixed Fees
will not vary with either the estimated cost or actual cost of construction of the Project. The components of the Fixed
Fees below may only be increased if the Owner requests changes that alter the design after the GMP is established or
design documents are considered 100% complete by both parties. The Fixed Fees will not be reduced unless the
‘Owner's Representative reasonably requires an equitable reduction in the Fixed Fees for any Change that significantly
reduces the scope of the Work, provided that such costs have not been incurred prior to the equitable reduction.
a. A-E Services for Design, Construction Documents and During Construction: This component of the Fixed Fees
covers the design and preparation of Construction Documents. The A-E will provide coordination with all
jurisdictions, authorities, planning and zoning, and building officials to obtain all necessary input, approvals and
permits. This component of the Fixed Fees also covers construction administration by the A-E and includes, but is not
limited to, review of shop drawings and samples, field interpretation of Construction Documents, preparation of
required clarification drawings, and participation in quality control activities.
+, Contractor Fee during pre-construction and construction: This component of the Fixed Fees covers all
pre-construction services, including design reviews, cost estimates, preparation of a GMP, profit on construction plus
home office support (including project manager, project engineer, estimator, and purchasing agent) and overhead
costs,
§ A1.4.3.3 The Guaranteed Maximum Price is based on the following alternates, if any, which are described in the
Design-Build Documents and are hereby accepted by the Owner:
Allowances are established for scopes of work that cannot be fully defined at the time of the establishment of the
GMP. The Design-Builder will be responsible for managing cach allowance to ensure the amount of each allowance is
not exceeded without prior approval of the Owner.
Abatement Allowance $50,000 (included in budget allowance for renovations)
Cupola Repairs $15,000 (included in budget allowance for renovations)
‘Access Doors and Frames $10,500 (new construction)
Courtroom Modifications $25,000 (included in budget allowance for renovations)
Finish Patching $25,000 (included in budget allowance for renovations)
Courtroom Seating $100,000 (new construction)
§ A4.434 Unit Prices, if any:
(Paragraph deleted)
tem Units and Limitations Price per Unit ($0.00)
§ A445 Assumptions, if any, on which the Guaranteed Maximum Price is based:
See Design-Build Guaranteed Maximum Price supporting documentation developed by J.A. Street dated July 15,
2021
[AIA Document A1A1™ —2014 Exhibit A. Copyright © 2004 and 2074 by The American institute of Architects. Allrigis reserved. Tha “American Insiule of
‘architec, "AIA" the AIA Logo, and"AIA Contract Documents” are registered vagemarks and may not be used without permission This document was produced
'by AIA sofware at 08:18:48 ET on 07/28/2021 under Order No.5496283445 which expires on 12/18202", snot or esale, i loensed for anime use Only, nd
‘may only be used in accordance with the AIA Contact Documenis® Tees of Service. To report copyright violation, e-mail copyrigh@ata og
User Notes: (2018724430)
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§ AAS Payments
§ A1.5.4 Progress Payments
§ A.1.5.14 Based upon Applications for Payment submitted to the Owner by the Design-Builder, the Owner shall make
[progress payments on account of the Contract Sum to the Design-Builder as provided below and elsewhere in the
Design-Build Documents,
§ A1.5.1.2 The period covered by each Application for Payment shall be one calendar month ending on the last day of the
‘month, or as follows:
§ 1.5.1.3 Provided that an Application for Payment is received not later than the 28th day of the month, the Owner
shall make payment of the certified amount to the Design-Builder not later than the 28th day of the following month. If
‘an Application for Payment is received by the Owner after the application date fixed above, payment shall be made by the
‘Owner not later than Forty Five (45 ) days after the Owner receives the Application for Payment.
§ A1.5.14 With cach Application for Payment where the Contract Sum is based upon the Cost of the Work, or the Cost
of the Work with a Guaranteed Maximum Price, the Design-Builder shall submit payrolls, petty cash accounts, receipted
invoices or invoices with check vouchers attached, and any other evidence required by the Owner to demonstrate that
cash disbursements already made by the Design-Builder on account of the Cost of the Work equal or exceed (1) progress
payments already received by the Design-Builder, less (2) that portion of those payments attributable to the
Design-Builder’s Fee; plus (3) payrolls for the period covered by the present Application for Payment.
§ 1.5.15 With cach Application for Payment where the Contract Sum is based upon a Stipulated Sum or Cost of the
‘Work with a Guaranteed Maximum Price, the Design-Builder shall submit the most recent schedule of values in
accordance with the Design-Build Documents, The schedule of values shall allocate the entire Contract Sum among the
various portions of the Work, Compensation for design services, if any, shall be shown separately, Where the Contract
Sum is based on the Cost of the Work with a Guaranteed Maximum Price, the Design-Builder’s Fee shall be shown
separately. The schedule of values shall be prepared in such form and supported by such data to substantiate its accuracy
as the Owner may require. This schedule of values, unless objected to by the Owner, shall be used as a basis for reviewing
the Design-Builder’s Applications for Payment.
§ A4.5.16 In taking action on the Design-Builder’s Applications for Payment, the Owner shall be entitled to rely on the
accuracy and completeness of the information furnished by the Design-Builder and shall not be deemed to have made a
detailed examination, audit or arithmetic verification of the documentation submitted in accordance with
tions A.1.5.1.4 or A.1.5.1.5, or other supporting data; to have made exhaustive or continuous on-site inspections; or to
have made examinations to ascertain how or for what purposes the Design-Builder has used amounts previously paid.
Such examinations, audits and verifications, ifrequired by the Owner, will be performed by the Owner's auditors acting
in the sole interest of the Owner.
§ A1.5.17 Except with the Owner’s prior approval, the Design-Builder shall not make advance payments to suppliers
for materials or equipment which have not been delivered and stored at the site
(Paragraphs deleted)
§ A154 Progress Payments—Cost of the Work Plus a Fee with a Guaranteed Maximum Price
§ A454, Applications for Payment where the Contract Sum is based upon the Cost of the Work Plus a Fee with a
Guaranteed Maximum Price shall show the percentage of completion of each portion of the Work as of the end of the
period covered by the Application for Payment. The percentage of completion shall be the lesser of (1) the percentage of
that portion of the Work which has actually been completed; or (2) the percentage obtained by dividing (a) the expense
that has actually been incurred by the Design-Builder on account of that portion of the Work for which the
Design-Builder has made or intends to make actual payment prior to the next Application for Payment by (b) the share of
the Guaranteed Maximum Price allocated to that portion of the Work in the schedule of values.
[AIA Document A1A1™ —2014 Exhibit A. Copyright © 2004 and 2074 by The American institute of Architects. Allrigis reserved. Tha “American Insiule of
‘Architects, "AIA" the AIA Logo, and"AIA Contract Documents” are registred vademarks and may not be used without permission. Ths document was produced g
'by AIA sofware at 08:18:48 ET on 07/28/2021 under Order No.5496283445 which expires on 12/18202", snot or esale, i loensed for anime use Only, nd
1 may only be used in accordance with the AIA Contract Documents? Terms of Serie, To report copyright Wolations, e-mail copyight@aia og
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§ A.1.5.42 Subject to other provisions of the Design-Build Documents, the amount of each progress payment shall be
computed as follows:
A Take that portion of the Guaranteed Maximum Price properly allocable to completed Work as
determined by multiplying the percentage of completion of each portion of the Work by the share of the
Guaranteed Maximum Price allocated to that portion of the Work in the schedule of values. Pending final
determination of cost to the Owner of changes in the Work, amounts not in dispute shall be included as
provided in Section 6.3.9 of the Agreement.
2 Add that portion of the Guaranteed Maximum Price properly allocable to materials and equipment
delivered and suitably stored at the site for subsequent incorporation in the Work, or if approved in
advance by the Owner, suitably stored off the site at a location agreed upon in writing:
3 Add the Design-Builder’s Fee, less retainage of Five percent ( 5 %). The Design-Builder’s Fee shall be
‘computed upon the Cost of the Work at the rate stated in Section A.1.4.2 or, ifthe Design-Build
stated as a fixed sum in that Section, shall be an amount that bears the same ratio to that fixe
Cost of the Work bears to a reasonable estimate of the probable Cost of the Work upon its completion:
4 Subtract retainage of Five percent (5 %) from that portion of the Work that the Design-Builder
self-performs;
Subtract the aggregate of previous payments made by the Owner;
6 Subtract the shortfall, ifany, indicated by the Design-Builder in the documentation required by
Section A.1.5.1.4 to substantiate prior Applications for Payment, or resulting from errors subsequently
discovered by the Owner’s auditors in such documentation; and
7 Subtract amounts, if any, for which the Owner has withheld or nullified a payment as provided in
Section 9.5 of the Agreement.
Reduction of retainage, if any, will be negotiated between Owner and Design-Builder upon reaching Substantial
‘Completion.
§ A454.3 The Owner and Design-Builder shall agree upon (1) a mutually acceptable procedure for review and
approval of payments to the Architect, Consultants, and Contractors and (2) the percentage of retainage held on
agreements with the Architect, Consultants, and Contractors; and the Design-Builder shall execute agreements in
accordance with those terms.
§ A455 Final Payment
§ AA.5.5A Final payment, constituting the entire unpaid balance of the Contract Sum, shall be made by the Owner to
the Design-Builder not later than 30 days after the Design-Builder has fully performed the Contract and the
requirements of Section 9.10 of the Agreement have been satisfied, except for the Design-Builder’s responsibility to
correct non-conforming Work discovered after final payment or to satisfy other requirements, if any, which extend
‘beyond final payment.
§ A1.552 If the Contract Sum is based on the Cost of the Work, the Owner's auditors will review and report in
‘writing on the Design-Builder’s final accounting within 30 days after the Design-Builder delivers the final accounting
to the Owner. Based upon the Cost of the Work the Owner’s auditors report to be substantiated by the
Design-Builder’s final accounting, and provided the other conditions of Section 9.10 of the Agreement have been met,
the Owner will, within seven days after receipt of the written report of the Owner’s auditors, either issue a final
Certificate for Payment, or notify the Design-Builder in writing of the reasons for withholding a certificate as provided
in Section 9.5.1 of the Agreement.
ARTICLE A2 CONTRACT TIME
§ A24 Contract Time, as defined in the Agreement at Section 1.4.13, is the period of time, including authorized
adjustments, for Substantial Completion of the Work.
§ A22 The Design-Builder shall achieve Substantial Completion of the Work not later than (_) days from the date
of this Amendment, or as follows:
(Paragraphs deleted)
Date of commencement will be fixed in a forthcoming Notice to Proceed. It is anticipated that commencement of the
Work will commence on or about August 23, 2021. Work shall reach Substantial Completion within XX months from,
date of commencement included in Notice to Proceed.
[AIA Document A1A1™ —2014 Exhibit A. Copyright © 2004 and 2074 by The American institute of Architects. Allrigis reserved. Tha “American Insiule of
‘architec, "AIA" the AIA Logo, and"AIA Contract Documents” are registered vagemarks and may not be used without permission This document was produced
'by AIA sofware at 08:18:48 ET on 07/28/2021 under Order No.5496283445 which expires on 12/18202", snot or esale, i loensed for anime use Only, nd
‘may only be used in accordance with the AIA Contact Documenis® Tees of Service. To report copyright violation, e-mail copyrigh@ata og
User Notes: (2018724430)
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Portion of Work ‘Substantial Completion Date
, subject to adjustments of the Contract Time as provided in the Design-Build Documents.
If Work is not fully and satisfactorily completed within the period of time set forth in this Agreement, the Owner and.
Design-Builder agree to damages for delay in the form of liquidated damages in the amount of $1,000 per day for each
day in delay in achieving Substantial Completion. If Final Completion of the Work is not achieved by the 60th day
afier Substantial Completion has been achieved, and if no extension of such time period has been granted by the
‘Owner as required by this Agreement, then Design-Builder shall owe the Owner $250 per day for each day in delay in
achieving Final Completion.
ARTICLE A. INFORMATION UPON WHICH AMENDMENT IS BASED
§ A3.1 The Contract Sum and Contract Time set forth in this Amendment are based on the following:
§ A3AA The Supplementary and other Conditions of the Contract
Document Title Date Pages
§ A312 The Specifications:
Specifications dated June 3, 2021 and any and all associated addenda issued as of the date of Agreement,
Section Title Date Pages
§ A343 The Drawings:
(Paragraph deleted)
Drawings dated June 1, 2021 and any and all associated addenda issued as of the date of Agreement
Number Title Date
§ A314 The Sustainability Plan, if any:
(Paragraph deleted)
Title Date Pages
Other idemtifving information:
§ A315 Allowances and Contingencies:
A Allowances
See A.1.4.3.3 above
2 Contingencies
See A.1.4.3.2 above
[AIA Document A1A1™ —2014 Exhibit A. Copyright © 2004 and 2074 by The American institute of Architects. Allrigis reserved. Tha “American Insiule of
‘architec, "AIA" the AIA Logo, and"AIA Contract Documents” are registered vagemarks and may not be used without permission This document was produced
'by AIA sofware at 08:18:48 ET on 07/28/2021 under Order No.5496283445 which expires on 12/18202", snot or esale, i loensed for anime use Only, nd
‘may only be used in accordance with the AIA Contact Documenis® Tees of Service. To report copyright violation, e-mail copyrigh@ata og
User Notes: (2018724430)
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oi�]kn]n�_]̀an_]oi�]�an�]n�_]��c_ij̀]miaoi]kmmioxkg�]kn]oqqd̀an_]�oi�̀�om̀|
VWXY«Y[Y[Y�W an�]n�_]��c_ij̀]miaoi]kmmioxkg�]�kb_̀]oi]̀kgkia_̀]oq]n�_]̂_̀abcdefagh_ij̀]̀fm_ixàoiz]kch]khlacàniknax_]
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¿ÀÁÂÁÃÂÁÄÅÆÇÈÉÈÊÈÇË
§ A3.1.6 Design-Builder’s assumptions and clarifications:
See Design-Build Guaranteed Maximum Price supporting documentation developed by J.A. Street dated July 15,
2021
§ A3.17 Deviations from the Owner's Criteria as adjusted by a Modification:
§ A318 To the extent the Design-Builder shall be required to submit any additional Submittals to the Owner for
review, indicate any such submissions below:
ARTICLE A4 DESIGN-BUILDER'S PERSONNEL, CONTRACTORS AND SUPPLIERS
§ AAA The Design-Builder’s key personnel are identified below:
A Superintendent
2. Project Manager
Marcus Wilcox
3 Others
Brian Poe, Preconstruction Manager
§ A42 The Design-Builder shall retain the following Consultants, Contractors and suppliers, identified below:
Architect/Engineer of Record:
Silling Associates, Inc.
405 Capital Street
Upper Atrium
Charleston, WV 25301
MEP Engineer:
‘Thompson & Litton
Structural Engineer:
Thompson & Litton
Civil Engineer:
Appalachian Design Services
ARTICLE AS COST OF THE WORK
§ ASA Cost To Be Reimbursed as Part of the Contract
§ ASA Labor Costs
§ A514 Wages of construction workers directly employed by the Design-Builder to perform the construction of the
‘Work at the site or, with the Owner’s prior approval, at off-site workshops.
§ A5.1.4.2 With the Owner’s prior approval, wages or salaries of the Design-Builder’s supervisory and administrative
personnel when stationed at the site,
(Paragraph deleted)
[AIA Document A1A1™ —2014 Exhibit A. Copyright © 2004 and 2074 by The American institute of Architects. Allrigis reserved. Tha “American Insiule of
‘architec, "AIA" the AIA Logo, and"AIA Contract Documents” are registered vagemarks and may not be used without permission This document was produced
'by AIA sofware at 08:18:48 ET on 07/28/2021 under Order No.5496283445 which expires on 12/18202", snot or esale, i loensed for anime use Only, nd
‘may only be used in accordance with the AIA Contact Documenis® Tees of Service. To report copyright violation, e-mail copyrigh@ata og
User Notes: (2018724430)
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Person Included Status (fulltime/partime) Rate ($0.00) Rate (unit of time)
§ A51.1.3 Wages and salaries of the Design-Builder’s supervisory or administrative personnel engaged at factories,
‘workshops or on the road, in expediting the production or transportation of materials or equipment required for the
Work, but only for that portion of their time required for the Work.
§ A5.1.1.4 Costs paid or incurred by the Di ssessments and benefits
required by law or collective bargaining agreements and, for personnel not covered by such agreements, customary
benefits such as sick leave, medical and health benefits, holidays, vacations and pensions, provided such costs are
based on wages and salaries included in the Cost of the Work under Section A.5.1.1
fone hired
prior
§ 5.1.1.5 Bonuses, profit sharing, incentive compensation and any other discretionary payments paid to ai
by the Design-Builder or paid to the Architect or any Consultant, Contractor or supplier, with the Owner’
approval.
§ A5.12 Contract Costs, Payments made by the Design-Builder to the Architect, Consultants, Contractors and
suppliers in accordance with the requirements of their subcontracts.
§ A5.1.3 Costs of Materials and Equipment Incorporated in the Completed Construction
§ A5.1.34 Costs, including transportation and storage, of materials and equipment incorporated or to be incorporated
in the completed construction.
§ 5.1.32 Costs of materials described in the preceding Section A.5.1.3.1 in excess of those actually installed to allow
for reasonable waste and spoilage. Unused excess materials, if any, shall become the Owner's property at the
completion of the Work or, at the Owner's option, shall be sold by the Design-Builder. Any amounts realized from
such sales shall be credited to the Owner as a deduction from the Cost of the Work
§ AS.4 Costs of Other Materials and Equipment, Temporary Facilities and Related items
§ A5.1.44 Costs of transportation, storage, installation, maintenance, dismantling and removal of materials, supplies,
temporary facilities, machinery, equipment and hand tools not customarily owned by construction workers that are
provided by the Design-Builder at the site and fully consumed in the performance of the Work. Costs of materials,
supplies, temporary facilities, machinery, equipment and tools that are not fully consumed shall be based on the cost or
value of the item at the time itis first used on the Project site less the value of the item when it is no longer used at the
Project site. Costs for items not fully consumed by the Design-Builder shall mean fair market value
§ A5.1.42 Rental charges for temporary facilities, machinery, equipment and hand tools not customarily owned by
construction workers that are provided by the Design-Builder at the site and costs of transportation, installation, minor
repairs, dismantling and removal. The total rental cost of any Design-Builder-owned item may not exceed the
purchase price of any comparable item. Rates of Design-Builder-owned equipment and quantities of equipment shall
be subject to the Owner's prior approval.
§ A5.1.43 Costs of removal of debris from the site of the Work and its proper and legal disposal
§ A5.1.44 Costs of document reproductions, electronic communications, postage and parcel delivery charges,
dedicated data and communications services, teleconferences, Project websites, extranets and reasonable petty cash
expenses of the site office.
§ A5.145 Costs of materials and equipment suitably stored off the site at a mutually acceptable location, with the
‘Owner's prior approval,
§ A515 Miscellaneous Costs
§ A515 Premiums for that portion of insurance and bonds required by the Design-Build Documents that can be
directly attributed to the Contract. With the Owner’ prior approval self-insurance for either full or partial amounts of
the coverages required by the Design-Build Documents
[AIA Document A1A1™ —2014 Exhibit A. Copyright © 2004 and 2074 by The American institute of Architects. Allrigis reserved. Tha “American Insiule of
‘architec, "AIA" the AIA Logo, and"AIA Contract Documents” are registred vagemarks and may not be used without permission. Ths document was produced 4
'by AIA sofware at 08:18:48 ET on 07/28/2021 under Order No.5496283445 which expires on 12/18202", snot or esale, i loensed for anime use Only, nd
1 may only be used in accordance with the AIA Contract Documents? Terms of Serie, To report copyright Wolations, e-mail copyight@aia og
User Notes: (2018724430)
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hq_bw_̀fnpxycf̂k_eb̀q]̂̂bpdhftmbhq_b|up_ebdtbhq_b̀j_vftfvbp]hce_bdtbhq_bvdph_gĵ]h_kbhe]p̀]vhfdpabfpv̂ckfpnbhq_bfk_phfhmb
§ A5.1.5.2 Sales, use or similar taxes imposed by a governmental authority that are related to the Work and for which
the Design-Builder is liable. Design-Builder will make all reasonable efforts to utilize the Owner's tax exempt status
to save costs in regards to sales tax, ete.
§ A5.1.5.3 Fees and assessments for the building permit and for other permits, licenses and inspections for which the
Design-Builder is required by the Design-Build Documents to pay.
§ ASA.54 Fees of laboratories for tests required by the Design-Build Documents, except those related to defective or
nonconforming Work for which reimbursement is excluded by Section 15.5.3 of the Agreement or by other provisions
of the Design-Build Documents, and which do not fall within the scope of Section A.5.1.6.3.
§ A5..55 Royalties and license fees paid for the use of a particular design, process or product required by the
Design-Build Documents; the cost of defending suits or claims for infringement of patent rights arising from such
requirement of the Design-Build Documents; and payments made in accordance with legal judgments against the
Design-Builder resulting from such suits or claims and payments of settlements made with the Owner's consent.
However, such costs of legal defenses, judgments and settlements shall not be included in the calculation of the
Design-Builder’s Fee or subject to the Guaranteed Maximum Price. If such royalties, fees and costs are excluded by
the second to last sentence of Section 3.1.13.2 of the Agreement or other provisions of the Design-Build Documents,
then they shall not be included in the Cost of the Work.
§ A556 With the Owner’s prior approval, costs for electronic equipment and software directly related to the Work
§ 5.1.57 Deposits lost for causes other than the Design-Builder’s negligence or failure to fulfill a specific
responsibility in the Design-Build Documents.
§ 5.1.58 With the Owner's prior approval, which shall not be unreasonably withheld, legal, mediation and
arbitration costs, including attorneys’ fees, other than those arising from disputes between the Owner and
Design-Builder, reasonably incurred by the Design-Builder after the execution of the Agreement and in the
performance of the Work.
§ A5.4.59 With the Owner’s prior approval, expenses incurred in accordance with the Design-Builder’s standard
‘written personnel policy for relocation, and temporary living allowances of, the Design-Builder’s personnel required
for the Work.
§ A5.1.5.40 That portion of the reasonable expenses of the Design-Builder’s supervisory or administrative personnel
incurred while traveling in discharge of duties connected with the Work.
§ A5A.6 Other Costs and Emergencies
§ A5.1.64 Other costs incurred in the performance of the Work if, and to the extent, approved in advance in writing by
the Owner.
§ A5.1.6.2 Costs incurred in taking action to prevent threatened damage, injury or loss in case of an emergency
affecting the safety of persons and prope
§ 5.1.6.3 Costs of repairing or correcting damaged or nonconforming Work executed by the Design-Builder,
Contractors or suppliers, provided that such damaged or nonconforming Work was not caused by negligence or failure
to fulfill a specific responsibility of the Design-Builder and only to the extent that the cost of repair or correction is not,
recovered by the Design-Builder from insuranc , Contractors, suppliers, or others.
§ A517 Related Party Transa
§ A5.1.74 For purposes of Section A.5.1.7, the term "related party” shall mean a parent, subsidiary, affiliate or other
entity having common ownership or management with the Design-Builder; any entity in which any stockholder in, or
management employee of, the Design-Builder owns any interest in excess of ten percent in the aggregate; or any
person or entity which has the right to control the business or affairs of the Design-Builder. The term "related party”
includes any member of the immediate family of any person identified above.
§ A5A.72 Ifany of the costs to be reimbursed arise from a transaction between the Design-Builder and a related party,
the Design-Builder shall notify the Owner of the specific nature of the contemplated transaction, including the identity
[AIA Document A1A1™ —2014 Exhibit A. Copyright © 2004 and 2074 by The American institute of Architects. Allrigis reserved. Tha “American Insiule of
‘architects, "AIA" the AIA Logo, andAIA Contract Documents” are registred vagerarks and may not be used without permission. This document was produced 4.4
'by AIA sofware at 08:18:48 ET on 07/28/2021 under Order No.5496283445 which expires on 12/18202", snot or esale, i loensed for anime use Only, nd
1 may only be used in accordance with the AIA Contract Documents? Terms of Serie, To report copyright Wolations, e-mail copyight@aia og
User Notes: (2018724430)
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{|}~�~�|}��������|�������
�YZWnZdboapqfb\̂Z[WdY]\\WsZZ_WVf\\W]âŴZX]b\ẐW[ZcU[̂dW]âW]ccUfaXdW[Z\]XẐWXUWXYZWcUdXWUVWXYZWrU[sW]âWZ�Z[cbdZWdfcYW
cUaX[U\dW]dWh]̀WeZWaZcZdd][̀WVU[W_[U_Z[WVba]acb]\Wh]a]oZhZaXWfâZ[WXYZWvUaX[]cXW]âWXUWdfedX]aXb]XZW]\\WcUdXdW
bacf[[ẐiW�YZW]ccUfaXbaoW]âWcUaX[U\Wd̀dXZhdWdY]\\WeZWd]XbdV]cXU[̀WXUWXYZWklaZ[iW�YZWklaZ[W]âWXYZWklaZ[�dW]f̂bXU[dW
dY]\\gŴf[baoW[Zof\][WefdbaZddWYUf[dW]âWf_UaW[Z]dUa]e\ZWaUXbcZgWeZW]VVU[̂ẐW]ccZddWXUgW]âWdY]\\WeZW_Z[hbXXẐWXUW]f̂bXW
of the related party and the anticipated cost to be incurred, before any such transaction is consummated or cost
incurred. If the Owner, after such notification, authorizes the proposed transaction, then the cost incurred shall be
included as a cost to be reimbursed, and the Design-Builder shall procure the Work, equipment, goods or service from
the related party, as a Contractor, according to the terms of Section A.5.4. If the Owner fails to authorize the
transaction, the Design-Builder shall procure the Work, equipment, goods or service from some person or entity other
than a related party according to the terms of Section A.5.4.
§ AS2 Costs Not to Be Reimbursed as Part of this Contract
The Cost of the Work shall not include the items listed below:
1. Salaries and other compensation of the Design-Builder’s personnel stationed at the Design-Builder’s
principal office or offices other than the site office, except as specifically provided in Section A.5.1.1;
Expenses of the Design-Builder’s principal office and offices other than the site office;
Overhead and general expenses, except as may be expressly included in Section A.5.1;
The Design-Builder’s capital expenses, including interest on the Design-Builder’s capital employed for
the Work;
5 Except as provided in Section A.5.1.6.3 of this Agreement, costs due to the negligence or failure of the
Design-Builder, Contractors and suppliers or anyone directly or indirectly employed by any of them or
for whose acts any of them may be liable to fulfill a specific responsibility of the Contract;
Any cost not specifically and expressly described in Section A.5.1; and
Costs, other than costs included in Change Orders approved by the Owner, that would cause the
Guaranteed Maximum Price to be exceeded,
hon
§ A553 Discounts, Rebates, and Refunds
§ A531 Cash discounts obtained on payments made by the Design-Builder shall accrue to the Owner if (1) before
making the payment, the Design-Builder included them in an Application for Payment and received payment from the
‘Owner, or (2) the Owner has deposited funds with the Design-Builder with which to make payments; otherwise, cash
discounts shall accrue to the Design-Builder. Trade discounts, rebates, refunds and amounts received from sales of
surplus materials and equipment shall accrue to the Owner, and the Design-Builder shall make provisions so that they
can be obtained.
§ A532 Amounts that accrue to the Owner in accordance with Section A.5.3.1 shall be eredited to the Owner as a
deduction from the Cost of the Work.
§ ASA Other Agreements
§ A541 When the Design-Builder has provided a Guaranteed Maximum Price, and a specific bidder (1) is
recommended to the Owner by the Design-Builder; (2) is qualified to perform that portion of the Work; and (3) has
submitted a bid that conforms to the requirements of the Design-Build Documents without reservations or exceptions, but
the Owner requires that another bid be accepted, then the Design-Builder may require that a Change Order be issued to
adjust the Guaranteed Maximum Price by the difference between the bid of the person or entity recommendled to the
‘Owner by the Design-Builder and the amount of the subcontract or other agreement actually signed with the person or
entity designated by the Owner.
§A542 Agreements between the Design-Builder and Contractors shall conform to the applicable payment provisions
of the Design-Build Documents, and shall not be awarded on the basis of cost plus a fee without the prior consent of
the Owner. If an agreement between the Design Builder and a Contractor is awarded on a cost plus a fee basis, the
Design-Builder shall provide in the agreement for the Owner to receive the same audit rights with regard to the Cost of
the Work performed by the Contractor as the Owner receives with regard to the Design-Builder in Section A.5.5,
below.
§A5.43 The agreements between the Design-Builder and Architect and other Consultants identified in the Agreement
shall be in writing. These agreements shall be promptly provided to the Owner upon the Owner's written request.
§ ASS Accounting Records
‘The Design-Builder shall keep full and detailed records and accounts related to the cost of the Work and exercise such
controls as may be necessary for proper financial management under the Contract and to substantiate all costs
incurred. The accounting and control systems shall be satisfactory to the Owner, The Owner and the Owner's auditors
shall, during regular business hours and upon reasonable notice, be afforded access to, and shall be permitted to audit
[AIA Document A1A1™ —2014 Exhibit A. Copyright © 2004 and 2074 by The American institute of Architects. Allrigis reserved. Tha “American Insiule of
‘architec, "AIA" the AIA Logo, and"AIA Contract Documents” are registred vademarks and may not be used without permission. Ths document was produced 4.9
'by AIA sofware at 08:18:48 ET on 07/28/2021 under Order No.5496283445 which expires on 12/18202", snot or esale, i loensed for anime use Only, nd
1 may only be used in accordance with the AIA Contract Documents? Terms of Serie, To report copyright Wolations, e-mail copyight@aia og
User Notes: (2018724430)
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_̀aY�oWajY_[Ya�ajZdcaY_̀aYbacdeWfghdiXajkcYcndiiYVWXY�hXelaW_YdWYthj_̀ajdWeY_̀aYdW_ajac_cY[tY_̀aY�oWaj�Y_[YthjWdc̀Y
attdZdaW_YZ[Wc_jhZ_d[WYVXldWdc_jV_d[ŴYlVWVealaW_YcajqdZacYVWXYch\ajqdcd[W�Y_[YthjWdc̀YV_YViiY_dlacYVWYVXauhV_aYch\\i]Y
[tYo[jnajcYVWXYlV_ajdVic�YVWXY_[Y\ajt[jlY_̀aY�[jnYdWYVWYa�\aXd_d[hcYVWXYaZ[W[ldZViYlVWWajYZ[Wcdc_aW_Yod_̀Y_̀aY
�oWajkcYdW_ajac_crY
s̀dcY�laWXlaW_Y_[Y_̀aY�ejaalaW_YaW_ajaXYdW_[YVcY[tY_̀aYXV]YVWXY]aVjYtdjc_Yojd__aWYVm[qar
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�§�����̈©��ª�©��̈©���«�� �§�����̈©��ª�©��̈©���«��
and copy, the Design-Builder’s records and accounts, including complete documentation supporting accounting
entries, books, correspondence, instructions, drawings, receipts, subcontracts, Contractor's proposals, purchase
orders, vouchers, memoranda and other data relating to the Contract. The Design-Builder shall preserve these records
for a period of three years after final payment, or for such longer period as may be required by law.
§ AS6 Relationship of the Parties
‘The Design-Builder accepts the relationship of trust and confidence established by this Agreement and covenants with
the Owner to exercise the Design-Builder’s skill and judgment in furthering the interests of the Owner; to furnish
efficient construction administration, management services and supervision; to furnish at all times an adequate supply
of workers and materials; and to perform the Work in an expeditious and economical manner consistent with the
‘Owner's interests.
This Amendment to the Agreement entered into as of the day and year first written above.
OWNER (Signature) DESIGN-BUILDER (Signature)
(Printed name and title) (Printed name and ttle)
[AIA Document A1A1™ —2014 Exhibit A. Copyright © 2004 and 2074 by The American institute of Architects. Allrigis reserved. Tha “American Insiule of
‘architects, "AIA" the AIA Logo, and"AIA Contract Documents” are registred vademarks and may not be used without permission. Ths document was produced 4.3
'by AIA sofware at 08:18:48 ET on 07/28/2021 under Order No.5496283445 which expires on 12/18202", snot or esale, i loensed for anime use Only, nd
1 may only be used in accordance with the AIA Contract Documents? Terms of Serie, To report copyright Wolations, e-mail copyight@aia og
User Notes: (2018724430)
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Additions and Deletions Report for
AIA” Document A141™ — 2014 Exhibit A
Ths Additions and Deletions Report, as defined on page 1 of the associated document, reproduces below all text the author has added
to the standard form AIA documentin order to complete it, as well as any text the author may have added to or deleted from the original
AIA text, Added text is shown underlined. Deleted text is indicated with a horizontal ine through the original AIA text.
Note: This Additions and Deletions Reports provided for information purposes only and is not incorporated into or constitute any part
of the associated AIA document. This Additions and Deletions Report and its associated document were generated simultaneously by
AIA software at 08:18:45 ET on 07/23/2021
PAGE 1
This Amendment is incorporated into the accompanying ALA Document A141™~2014, Standard Form of Agreement
Between Owner and Design-Builder dated the 2" day of August in the year 2021 (the "Agreement")
Hee soelatadieteete month pete
Phe icrrevtpattenrne
Russell County Courthouse Expansion & Renovation
Lebanon, Virginia
Russell County, Virginia
137 Highland Drive
Lebanon, VA 24266
‘@Name-legal-siatusandaddress}].A, Street & Associates
245 Birch Street, P.O. Box 725
Blountville, TN 37617,
‘The term Design-Builder shall be synonymous with Private Entity or PPEA Firm or Contractor,
PAGE 2
[.X] Cost of the Work plus the Design-Builder’s Fee with a Guaranteed Maximum Price, in accordance with
Section A.1.4 below
‘Additions and Deletions Report for AIA Document A1A1™ — 2014 Exhibit A. Copyright © 2004 and 2074 by The American institute of Architects. All ights|
reserved. The "American insttute of Architects," "AIA,"the AIA Logo, and "AIA Contract Documents" ae registered trademarks and may not be used without
permission, Tis document was produced by AIA software at 08:18:46 ET on 07/28/2021 under Order No 496285445 which expires on 12/18/2026 not for
fesale, is leensed for one-time use only, and may only be used in cordance withthe AIA Contract Documents? Terms of Sere, To report copyright voiatons,
‘email copyright@ata org,
User Notes: (2018724430)
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§ A143. The sum of the Coste the Work Reimbursable Cost of the Work, Subcontractor Bonds/Insurances,
Design-Builder Insurances, Performance and Payment Bonds, Fixed Design Fee, Design-Builder Contingency, and the
Design-Builder’s Fee is guaranteed by the Design-Builder not to exceed (§—}-Fifteen Million Two Hundred Fifty
‘Thousand Four Hundred Fifty Seven and 00/100 Dollars ($15,250,457.00), subject to additions and deductions for
‘changes in the Work as provided in the Design-Build Documents. Costs that would cause the Guaranteed Maximum
Price to be exceeded shall be paid by the Design-Builder without reimbursement by the Owner.
pecifiep paste s yThe Guaranteed Maximum Price
noted above includes Design-Builder fees for performing services included in the Interim Agreement dated February
8, 2021 in the amount of $699,918 with balance for construction phase services of $14,550,539.00, Total Guaranteed
Maximum Price and amount for services included in the executed Interim Agreement shall not exceed $15,250,457.00
and is as follows:
$14,060,201 for construction of new addition and renovation required to connect new addition to existing courthouse,
‘mass demolition and associated sitework, utilities and parking
$1,190,256 budget allowance for renovations to existing courthouse with scope of renovations to be determined at a
later date
‘The GMP is the maximum sum that the Owner shall pay to the Design-Builder in total for this Project, except as
‘otherwise provided in this Agreement, It includes all the Reimbursable Costs and Fixed Fees as defined in within this
Agreement that will be payable to Design-Builder,
b, [fat any time during construction it becomes apparent that the final Reimbursable Costs and Fixed Fees will exceed
the GMP, the Private Entity shall immediately notify the Owner's Representative and advise him/her of the action it
‘proposes to take to reduce costs.
¢. All proposed revisions or changes to the approved Plans and Specifications must be submitted to the Owner’s
Representative for review and approval for conformance with the approved Construetion Documents plans and
‘Additions and Deletions Report for AIA Document A1A1™ — 2014 Exhibit A. Copyright © 2004 and 2074 by The American institute af Architects. All ights|
reserved. The "American institute of Architects," "AIA,"the AIA Logo, and "AIA Contract Documents" are registered trademarks and may not be used without
permission, Tis document was produced by AIA software at 08:18:46 ET on 07/28/2021 under Order No 496285445 which expires on 12/18/2026 not for
fesale, is leensed for one-time use only, and may only be used in cordance withthe AIA Contract Documents? Terms of Sere, To report copyright voiatons,
‘email copyright@ata org,
User Notes: (2018724430)
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specifications, regardless of whether or not they affect the GMP. Owner’
be not be unreasonably conditioned.
Representative’s review and approval shall
. Design-Builder shall ensure that the GMP amount is not exceeded, but if such amount is exceeded, Design-Builder
shall be solely responsible for any such excess amount,
¢. No payment shall be made to Design-Builder in ex:
accordance with this Agreement, The Design-Builder shall be wholly responsible to complete the Project at no
‘compensation above the GMP as adjusted for any Changes made in accordance with this Agreement, and the Owner
shall have no obligation to pay the Design-Builder such excess amount or any portion thereof,
REIMBURSABLE COSTS
a Subject to the limitation that payments to Design-Builder shall not exceed the GMP, the Owner will
reimburse the Private Entity for all the following costs for the Project:
1. Contractor materials, supplies, and equipment either incorporated directly into the construetion on the
Project or required to accomplish a construction activity on the Project including equipment rental or lease,
‘transportation, and storage,
2. Contractor labor costs for personnel performing labor at the Project site. Labor costs include hourly rates
with all fringe benefits and taxes required by law and applicable contracts in force between the Contractor and its
‘employees or its standard benefits package.
3. Subcontractor costs for Work on items directly related to and/or incorporated into the finished construction
for the Project including the cost of completing Punch List Items. The term "subcontracts" includes purchase orders.
‘The Design-Builder shall conduct the subcontractor bid process on an "open book" basis, and shall allow the Owner's
Representative to observe the receipt and analysis of all bids. The Design-Builder shall seek to invite at least six (6)
bidders, if practical, and endeavor to receive price quotations from at least three (3) firms for all subcontracts for, but
not limited to, equipment, equipment rentals or leases, materials, labor contracts, any other suy
s the Owner’s
Representative, The Owner’s Representative may recommend additional subcontractor bidders to the Design-Builder.
‘The Design-Builder shall furnish copies of quotations to the Owner's Representative for review and approval prior to
award, Itis not required that the award be made to the lowest offeror, but shall be made on the basis of best value,
Copies of all subcontracts, including all modifications and/or revisions will be furnished to the Owner's
Representative within five (5) working days from issuance, The Design-Builder shall not "bid shop" subcontracts
afler selection,
4, Other Project-related direct costs that shall be reimbursed under this Agreement include, but are not
limited to, the following: Contractor direct expenses, insurance (including project specific insurance riders of any
type and accounting (project related), general conditions, payment and performance bonds, taxes includin;
receipts tax, permits, utility availability, relocation and usage costs, "on site construetion" supervision, quality control,
testing, safety, training, engineering/layout, fire protection, cleanup, field office equipment and operation, but not
including expenses incurred prior to the Effective Date of this Agreement, Design-Builder may self-perform up to
10% of the cost of the construction work provided the Design-Builder’s price for the work can be demonstrated to be
lower than competitive bids from trades contractors or is advantageous to the Owner,
5 Reimbursable Costs for non-construction portions of the Work shall be documented with vendor's invoices
to Design-Builder and other similar documentation. Detailed information regarding vendor's hourly rates, materials
costs or other expenditures will not be provided.
b. ‘Owner will not reimburse Private Entity for the following costs:
1 Contractor costs not associated with personnel assigned to the Project are considered to be indi
costs that are included as part of the Fixed Fees and are not Reimbursable Costs, Examples of indirect costs that are not
Reimbursable Costs include, but are not limited to: bonuses to senior executives, travel by company executives or
officers, and personnel whose services and/or responsibilities include multiple projects, e.g., accounting, home office
‘Additions and Deletions Report for AIA Document A1A1™ — 2014 Exhibit A. Copyright © 2004 and 2074 by The American institute af Architects. All ights|
reserved. The "American institute of Architects," "AIA,"the AIA Logo, and "AIA Contract Documents" are registered trademarks and may not be used without
permission, Tis document was produced by AIA software at 08:18:46 ET on 07/28/2021 under Order No 496285445 which expires on 12/18/2026 not for
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estimating, and purchasing personnel; provided, however, that costs for such personnel on multiple projects may be
reimbursed if the Design-Builder requires each of such personnel to maintain accurate timesheets of any time
applicable to the Project, if such time allocated to the Project is reasonable, and if the Design-Builder makes such
timesheets available to the Owner at any time and from time to time as requested by the Owner. Additionally, costs for
and maintenance of Contractor-owned equipment (including by any subsidiary or affiliated companies
rental equipment are not Reimbursable Costs, Repair costs and costs of routine maintenance of rental equipment are to
be included in the rental price,
2. Public relations and advertising, bad debts, contributions and donations, dividends or payments of
‘profits, entertainment, fines or penalties, life insurance for officers, partners, or proprietors, interest on loans,
lobbying, losses on other contracts, income taxes, proposal preparation costs except for proposals arising from change
‘requests or direction from the Owner or Owner's Representative, and legal costs involving disputes with the Owner,
3. The cost of all warranty work will be the responsibility of the Design-Builder, including time spent
coordinating warranty work by the Design-Builder’s project manager, superintendent, or other team members,
4, Costs incurred prior to the Effective Date of this Agreement, except design or preconstruction
services included in the Contract Cost Limit and authorized in advance of this agreement to expedite the schedule,
unless the same have already been paid, or with the consent of the Owner prior to the Effective Date are to be paid,
‘outside of this Agreement,
c. Buyout savings will be reviewed on a periodic basis as Design-Builder completes procurement of the Work. The
net combined buyout savings from individual line items from within the established Reimbursable Costs will be split
{60% Owner/40% Design-Builder once all Work has been procured. The buyouts of materials and self-performed
work of the design-builder are to be included in total net combined savings to be split 60% Owner/40%
Design-Builder.
4. Expenditures from the Design-Builder’s contingency must be approved in advance by the Owner's Representative,
Design-Builder Contingency, The Private Entity must submit a completely documented request for the Owner’s
Representative’s review and approval justifying why the request is not included in the GMP. The Design-Builder
must provide the Owner notice of each use of the Design-Builder Contingency within a reasonable amount of time, but
no later than three (3) work days prior to committing funds from the Design-Builder Contingency. The
Design-Builder may use the Design-Build Contingency to cover the cost of any needed repairs that need to be made
during the construction process, however, costs for repair work will need to be back-charged to subcontractors or
covered out of the Design-Builder’s Fee. The Owner will not be responsible for the cost of repairs made during
construction, The parties agree that any excess contingency at the completion of the Project shall be returned 100% to
the Owner. Ifthe cost of the Project exceeds the GMP as adjusted for any Changes, including the full amount of the
Design-Build Contingency, the Private Entity shall be solely responsible for any such excess amount above the GMP
as adjusted for any Changes.
FIXED FEES
‘The Owner shall pay the Design-Build Fixed Fees, which consist of the architecture and engineering fees,
‘pre-construction fees and expenses, and general contracting fees not already assumed within the scope of the Interim
Agreement. The Fixed Fees include all compensation payable by Owner to Design-Builder beyond Reimbursable
Costs for the Services and are intended to compensate for the Design-Builder’s home office support, overhead costs,
and profit for the Project and for all design (architectural/engineering) and other professional services. The Fixed Fees
will not vary with either the estimated c of construction of the Project. The components of the Fixed
‘Additions and Deletions Report for AIA Document A1A1™ — 2014 Exhibit A. Copyright © 2004 and 2074 by The American institute af Architects. All ights|
reserved. The "American institute of Architects," "AIA,"the AIA Logo, and "AIA Contract Documents" are registered trademarks and may not be used without
permission, Tis document was produced by AIA software at 08:18:46 ET on 07/28/2021 under Order No 496285445 which expires on 12/18/2026 not for
fesale, is leensed for one-time use only, and may only be used in cordance withthe AIA Contract Documents? Terms of Sere, To report copyright voiatons,
‘email copyright@ata org,
User Notes: (2018724430)
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a. A-E Services for Design, Construction Documents and During Construction: This component of the Fixed Fees
covers the design and preparation of Construction Documents. The A-E will provide coordination with all
jurisdictions, authorities, planning and zoning, and building officials to obtain all necessary input, approvals and
permits. This component of the Fixed Fees also covers construction administration by the A-E and includes, but is not
home office support (including project manager, project engineer, estimator, and purchasing agent) and overhead
costs,
PAGE 5
Allowances are established for scopes of work that cannot be fully defined at the time of the establishment of the
GMP. The Design-Builder will be responsible for managing each allowance to ensure the amount of each allowance is
not exceeded without prior approval of the Owner,
Abatement Allowance $50,000 (included in budget allowance for renovations)
Cupola Repairs $15,000 (included in budget allowance for renovations)
Access Doors and Frames $10,500 (new construction)
Courtroom Modifications $25,000 (included in budget allowance for renovations)
Finish Patching $25,000 (included in budget allowance for renovations)
100,000 (new construction)
See Design-Build Guaranteed Maximum Price supporting documentation developed by J.A. Street dated July 15,
2021
PAGE 6
§ A453 Provided that an Application for Payment is received not later than the 28th day ofthe month, the Owner
shall make payment of the certified amount to the Design-Builder not later than the 28th day of the following month. If
‘an Application for Payment is received by the Owner after the application date fixed above, payment shall be made by the
‘Owner not later than Forty Five ( 45 ) days after the Owner receives the Application for Payment.
Ss ? a Pe
‘Additions and Deletions Report for AIA Document A1A1™ — 2014 Exhibit A. Copyright © 2004 and 2074 by The American institute af Architects. All ights|
reserved. The "American institute of Architects," "AIA,"the AIA Logo, and "AIA Contract Documents" are registered trademarks and may not be used without
permission, Tis document was produced by AIA software at 08:18:46 ET on 07/28/2021 under Order No 496285445 which expires on 12/18/2026 not for
fesale, is leensed for one-time use only, and may only be used in cordance withthe AIA Contract Documents? Terms of Sere, To report copyright voiatons,
‘email copyright@ata org,
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reserved. The "American instlute of Architects," "AIA. the AIA Logo, and AIA Contract Documents” are registered trademarks and may not be used without
permission, Ths document was produced by AIA sofware at 08:18:45 ET on 07/28/2021 under Order No 5496283448 which expires on 128/202", snot for
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PAGE 7
3 Add the Design-Builder’s Fee, less retainage of Eive percent ( 5.%). The Design-Builder’s Fee shall be
‘computed upon the Cost of the Work at the rate stated in Section A. 1.4.2 or, if the Design-Builder’s Fe
stated as fixed sum in that Section, shall be an amount that bears the same ratio to that fixed-sum fe
Cost of the Work bears to a reasonable estimate of the probable Cost of the Work upon its completion:
4 Subtract retainage of Five percent ( 5%) from that portion of the Work that the Design-Builder
self-performs;
the
7 Subtract amounts, if any, for which the Owner has withheld or nullified a payment as provided in
Section 9.5 of the Agreement.
Reduction of retainage, if any, will be negotiated between Owner and Design-Builder upon reaching Substantial
‘Completion.
If Work is not fully and satisfactorily completed within the period of time set forth in this Agreement, the Owner and
Design-Builder agree to damages for delay in the form of liquidated damages in the amount of $1,000 per day for each
day in delay in achieving Substantial Completion, If Final Completion of the Work is not achieved by the 60th day.
afler Substantial Completion has been achieved, and if no extension of such time period has been granted by the
‘Owner as required by this Agreement, then Design-Builder shall owe the Owner $250 per day for each day in delay in
achieving Final Completion,
‘Additions and Deletions Report for AIA Document A1A1™ — 2014 Exhibit A. Copyright © 2004 and 2074 by The American institute af Architects. All ights|
reserved. The "American institute of Architects," "AIA,"the AIA Logo, and "AIA Contract Documents" are registered trademarks and may not be used without
permission, Tis document was produced by AIA software at 08:18:46 ET on 07/28/2021 under Order No 496285445 which expires on 12/18/2026 not for
fesale, is leensed for one-time use only, and may only be used in cordance withthe AIA Contract Documents? Terms of Sere, To report copyright voiatons,
‘email copyright@ata org,
User Notes: (2018724430)
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See Al.
3 above,
Brian Poe, Preconstruction Manager
Architect/Engineer of Record:
Silling Associates, Ine.
405 Capital Street
Upper Atrium
Charleston, WV 25301
MEP Engineer:
‘Thompson & Litton
Structural Engineer:
‘Thompson & Litton
Civil Engineer:
Appalachian Design Services
‘Additions and Deletions Report for AIA Document A1A1™ — 2014 Exhibit A. Copyright © 2004 and 2074 by The American institute af Architects. All ights|
reserved. The "American institute of Architects," "AIA,"the AIA Logo, and "AIA Contract Documents" are registered trademarks and may not be used without
permission, Tis document was produced by AIA software at 08:18:46 ET on 07/28/2021 under Order No 496285445 which expires on 12/18/2026 not for
fesale, is leensed for one-time use only, and may only be used in cordance withthe AIA Contract Documents? Terms of Sere, To report copyright voiatons,
‘email copyright@ata org,
User Notes: (2018724430)
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PAGE 11
§ A51.52 Sales, use or similar taxes imposed by a governmental authority that are related to the Work and for which
the Design-Builder is liable. Design-Builder will make all reasonable efforts to utilize the Owner’s tax exempt status
to save costs in regards to sales tax, etc
‘Additions and Deletions Report for AIA Document A1A1™ — 2014 Exhibit A. Copyright © 2004 and 2074 by The American institute af Architects. All ights|
reserved. The "American institute of Architects," "AIA,"the AIA Logo, and "AIA Contract Documents" are registered trademarks and may not be used without
permission, Tis document was produced by AIA software at 08:18:46 ET on 07/28/2021 under Order No 496285445 which expires on 12/18/2026 not for
fesale, is leensed for one-time use only, and may only be used in cordance withthe AIA Contract Documents? Terms of Sere, To report copyright voiatons,
‘email copyright@ata org,
User Notes: (2018724430)
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ª¶·́̄°±
Certification of Document’s Authenticity
AIA® Document D401™ - 2003
1, Curtis Elswick, hereby certify, to the best of my knowledge, information and belief, that I created the attached final
document simultaneously with its associated Additions and Deletions Report and this certification at 08:18:45 ET on
07/23/2021 under Order No, 5496283445 from AIA Contract Documents software and that in preparing the attached
final document I made no changes to the original text of AIA® Document A141™ — 2014 Exhibit A, Design-Build
Amendment, as published by the AIA in its software, other than those additions and deletions shown in the associated
Additions and Deletions Report.
(Signed)
itley
(Dated)
[AIA Document D401™ — 2008. Copyright © 1992 and 2003 by The American Insiuie of Architecs-Allighs reserved. The “American Insite of Archtocls
"AIA" the Als Logo, and"AIA Contact Documents” are registered trademarks and may not be used without permission, This document was produced by AIA
software at 08:18:45 ET on 07/23/2021 under Order No.5486283445 which expres on 12/18/2021, snot for resale, is icensedfor one-time use oly and may only
bbe used in accordance with the AIA Contract Documents Terms of Sevice. To rept copyright velabons, e-mail copyrighi@aia. or,
User Notes: (2018724430)
RUSSELL COUNTY COURTHOUSE JASA
GMP DRAFT SUMMARY 7/15/21
SCOPE OF WORK NEW EXISTING TOTAL
GENERAL CONDITIONS $592,682 $90,731 $683,413
Abatement ALLOWANCE $0 $50,000 $50,000
Demolition Selective $10,000 $68,540 $78,540
Soil Treatment DELETED $0 $0
SITE WORK $1,200,215 $1,200,215
CONCRETE $993,796 $993,796
Masonry New $1,030,196 $1,030,196
Masonry Restoration $0 $73,980 $73,980
Structural Steel Turkey $1,388,750 $1,388,750
Structural Modifications $0 $30,554 $30,554
Metal Trusses $98,341 $98,341
Metal Column Covers $33,600 $33,600
Miscellaneous Metals $37,691 $37,691
Carpentry Rough $105,510 $10,000 $115,510
Carpentry Finish $269,298 $12,612 $281,910
Roofing $344,703 $237,393 $582,095
Insulation Spray $28,921 $28,921
Metal Trim Elements $187,950 $187,950
Cupola Repairs ALLOWANCE $0 $15,000 $15,000
Spray Fireproofing $0 $0
Caulking & Sealants $225,000 $5,000 $230,000
Doors & Hardware Materials $215,218 $30,089 $245,308
Doors & Hardware Installation $18,750 $4,500 $23,250
Access Doors ALLOWANCE $10,500 $10,500
Service Doors $25,200 $25,200
Glass & Glazing $276,363 $124,342 $400,705
Metal Studs & Drywall $875,706 $65,638 $941,344
Acoustical Ceilings $135,000 $135,000
Acoustical Control DELETED $0 $0
Flooring Resilient & Carpet $192,500 $39,500 $232,000
Tile $159,864 $159,864
Painting $135,970 $78,800 $214,770
Courtroom Modifications ALLOWANCE $0 $25,000 $25,000
Finish Patching ALLOWANCE $0 $25,000 $25,000
SPECIALTIES $92,250 $7,863 $100,113
Detention Equipment $297,558 $297,558
Roof Screens $54,810 $54,810
RUSSELL COUNTY COURTHOUSE
GMP DRAFT SUMMARY
SCOPE OF WORK
GENERAL CONDITIONS
Abatement ALLOWANCE
Demolition Selective
Soil Treatment DELETED
SITE WORK
CONCRETE
Masonry New
Masonry Restoration
Structural Steel Turkey
Structural Modifications
Metal Trusses
Metal Column Covers
Miscellaneous Metals
Carpentry Rough
Carpentry Finish
Roofing
Insulation Spray
Metal Trim Elements
Cupola Repairs ALLOWANCE
Spray Fireproofing
Caulking & Sealants
Doors & Hardware Materials
Doors & Hardware Installation
Access Doors ALLOWANCE
Service Doors
Glass & Glazing
Metal Studs & Drywall
Acoustical Ceilings
Acoustical Control DELETED
Flooring Resilient & Carpet
Tile
Painting
Courtroom Modifications ALLOWANCE
Finish Patching ALLOWANCE
SPECIALTIES
Detention Equipment
Roof Screens
NEW
$592,682
$0
$10,000
$0
$1,200,215
$993,796
$1,030,196
$0
$1,388,750
$0
$98,341
$33,600
$37,691
$105,510
$269,298
$344,703
$28,921
$187,950
$0
$0
$225,000
$215,218
$18,750
$10,500
$25,200
$276,363
$875,706
$135,000
$0
$192,500
$159,864
$135,970
$0
$0
$92,250
$297,558
$54,810
EXISTING
$90,731
$50,000
$68,540
$73,980
$30,554
$10,000
$12,612
$237,393
$15,000
$5,000
$30,089
$4,500
$124,342
$65,638
$39,500
$78,800
$25,000
$25,000
$7,863
JASA
7/15/21
TOTAL
$683,413
$50,000
$78,540
$o
$1,200,215
$993,796
$1,030,196
$73,980
$1,388,750
$30,554
$98,341
$33,600
$37,691
$115,510
$281,910
$582,095
$28,921
$187,950
$15,000
$0
$230,000
$245,308
$23,250
$10,500
$25,200
$400,705
$941,344
$135,000
0)
$232,000
$159,864
$214,770
$25,000
$25,000
$100,113
$297,558
$54,810
Window Coverings $19,466 $19,466
Courtroom Seating ALLOWANCE $100,000 $100,000
Elevators $303,485 $303,485
Fire Protection $146,500 $146,500
Mechanical $1,445,865 $1,069,550 $2,515,415
Electrical $658,349 $317,509 $975,858
TRADE COSTS $11,710,009 $2,381,600 $14,091,609
Contingency $450,000 $50,000 $500,000
Insurance, Permitting & Bonding $167,057 $33,406 $200,463
Architectural & Engineering Design $875,000 $875,000
CM Fee & Overhead $858,134 $160,225 $1,018,360
TOTAL PROJECT $14,060,201 $2,625,231 $16,685,432
ORIGINAL BUDGET $15,250,456
DD BUDGET $17,076,559
EXCLUSIONS
Relocation Costs for Interim County Services
Testing & Special Inspections
Utility Usage Fees (Owner's Electrical and Water)
Rock and Unsuitable Soils Removal/Remediation
Furniture, Fixtures & Equipment
Audio/Visual Systems
Replacement/Modification of Existing Elevator System
Security Systems & Access Control
Surveillance Cameras & Equipment
Data/Communications Equipment & Wiring
Window Coverings
Courtroom Seating ALLOWANCE
Elevators
Fire Protection
Mechanical
Electrical
TRADE COSTS
Contingency
Insurance, Permitting & Bonding
Architectural & Engineering Design
CM Fee & Overhead
TOTAL PROJECT
ORIGINAL BUDGET
DD BUDGET
EXCLUSIONS
Relocation Costs for Interim County Services
Testing & Special Inspections
Utility Usage Fees (Owner's Electrical and Water)
Rock and Unsuitable Soils Removal/Remediation
Furniture, Fixtures & Equipment
Audio/Visual Systems
Replacement/Modification of Existing Elevator System
Security Systems & Access Control
Surveillance Cameras & Equipment
Data/Communications Equipment & Wiring
$19,466 $19,466
$100,000 $100,000
$303,485 $303,485
$146,500 $146,500
$1,445,865 $1,069,550 $2,515,415
$658,349 $317,509 $975,858
$11,710,009 $2,381,600 $14,091,609
$450,000 $50,000 $500,000
$167,057 $33,406 $200,463
$875,000 $875,000
$858,134 $160,225 $1,018,360
$14,060,201 $2,625,231 $16,685,432
$15,250,456
$17,076,559
1
PROJECT: APPLICATION NO:
:
PERIOD TO: :
CONTRACT FOR: :
VIA CONTRACT DATE: :
ARCHITECT: PROJECT NOS: / / :
a. 0
$0.00 )=
b. 0 day of
$0.00 )=
$0.00Total Retainage (Lines 5a + 5b or Total in Column I of G703)…………………………..
$0.00
$0.00
State of:
7. LESS PREVIOUS CERTIFICATES FOR PAYMENT………………………………..
In accordance with the Contract Documents, based on on-site observations and the data comprising this
application, the Architect certifies to the Owner that to the best of the Architect's knowledge,
information and belief the Work has progressed as indicated, the quality of the Work is in accordance
with the Contract Documents, and the Contractor is entitled to payment of the AMOUNT CERTIFIED.
9. BALANCE TO FINISH, INCLUDING RETAINAGE
ARCHITECT'S CERTIFICATE FOR PAYMENT
$0.00
(Line 4 Less Line 5 Total)
$0.00
This Certificate is not negotiable. The AMOUNT CERTIFIED is payable only to the Contractor named
herein. Issuance, payment and acceptance of payment are without prejudice to any rights of the Owner
or Contractor under this Contract.
By:
ARCHITECT:
AMOUNT CERTIFIED…………………………………………………………………
Date:
$0.00
(Attach explanation if amount certified differs from the amount applied. Initial all figures on this
Application and on the Continuation Sheet that are changed to conform with the amount certified.)
6. TOTAL EARNED LESS RETAINAGE…………………………………………….
Subscribed and sworn to before
% of Stored Material
(Column D + E on G703:
me this
County of:% of Completed Work
$0.00
My Commission expires:
Notary Public:
AIA
®
Document G702™ – 1992
Application and Certificate for Payment
FROM
TO OWNER:
OWNER
ARCHITECT
CONTRACTOR
Distribution to:
FIELD
001
General Construction
CONTRACTOR'S APPLICATION FOR PAYMENT
CONTRACTOR:
$0.00
CONTRACTOR:
$0.00
The undersigned Contractor certifies that to the best of the Contractor's knowledge, information and
belief the Work covered by this Application for Payment has been completed in accordance with the
Contract Documents, that all amounts have been paid by the Contractor for Work for which previous
Certificates for Payment were issued and payments received from the Owner, and that current payment
shown herein is now due.
Date:By:
$0.00
Application is made for payment, as shown below, in connection with the Contract.
Continuation Sheet, AIA Document G703, is attached.
TOTALS
Total changes approved in previous months by Owner
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
NET CHANGES by Change Order
$0.00
(Line 3 less Line 6)
Total approved this Month
$0.00
(Line 6 from prior Certificate)
DEDUCTIONSADDITIONS
$0.00
8. CURRENT PAYMENT DUE………………………………………………………
CHANGE ORDER SUMMARY
4. TOTAL COMPLETED & STORED TO DATE (Column G on G703)……………….
5. RETAINAGE:
(Column F on G703:
1. ORIGINAL CONTRACT SUM………………………………………………………
2. NET CHANGE BY CHANGE ORDERS…………………………………………………………..
3. CONTRACT SUM TO DATE (Line 1 ± 2) ………………………………………..
AIA® Document G702™ - 1992
Application and Certificate for Payment
‘TO OWNER: PROJECT: APPLICATION NO: 001 Distribution to:
OWNER
PERIOD TO: ARCHITECT:
CONTRACT FOR: General Construction CONTRACTOR:
FROM VIA CONTRACT DATE: FIELD;
CONTRACTOR: ARCHITECT: PROJECT NOS: / / H
: “Te undersigned Contractor ceiis tht to The ast ofthe Contractors Knows, information and
CONTRACTOR'S APPLICATION FOR PAYMENT belief the Work covered by this Application for Payment has been completed ia with the
Application is made for payment, as shown below, in connection with the Contract Contract Documents, tha all rmouns have been paid bythe Contractor for Wprk fr which previous
Continsation Sheet, AIA Document G703 is tached Cemtifiates for Payment were issued and payments received from the Owner, find at CuTen payment
{ORIGINAL CONTRACT SUM. BAG] shown herein ie now doe
2. NET CHANGE BY CHANGE ORDERS. 0.00 CONTRACTOR:
3. CONTRACT SUM TODATE (Line 12) . nnn S000. By Date:
4, TOTAL COMPLETED & STORED TO DATE (Column G on G703) $0.00
5. RETANAGE: State of
2.___0.% of Completed Work County of:
‘Column D + E on G708; $0.00 s0.00 Subscribed and sworn o before
b. O%of Stored Material SS ‘me this day of
‘Cofumn F on G703: 000 5000 Notary Publi:
“otal Retainage Lines Sa #56 or Total in Colum I of G703). $0.00 My Commission expires
6, TOTAL EARNED LESS RETAINAGE. sooo ARCHITECT'S CERTIFICATE FOR PAYMENT al t
(Line 4 Les Line § Toa) an accordance with the Contact Documents, based on on-site observations wlizaesarde
7. LESS PREVIOUS CERTIFICATES FOR PAYMENT. $0.00. application, the Architect certifies to the Owner tht to the best of the Architects knowledge, “~~
“Line 6 fom prior Cenitcate > information and belict the Work has progressed as indicted the quality ofthe Work isin accordance
CURRENT PAYMENT DUE soy. #8 Conte Dosen, nd he Contactor eid payment of he ASTOUNTC xe >
8 BALANCE TO FINISH, INCLUDING RETAINAGE —_——_
(Line 3 less Line 6) $0.00 AMOUNT CERTIFIED. “S000
(Anach explanation if amount certified difers from the amount cone in acto ali figures on ths
‘ppticaron and onthe Contnaton Set et are changed conform witlte amount creas]
[CHANGE ORDER SUMMARY ADDITIONS | DEDUCTIONS ] ARCHITECT: on
[Tot changes approved in previous months by Owner 0,00 30,00] By Date Z
for approved this Month 0.00 $0.00) This Centfcate not negotiable The AMOUNT CERTIFIED is payable only to tbe Contractor nated
TOTALS 0,0] 0.00] herein, Isuance, payment and acceptance of payment are without prejudice tan rights ofthe Owne
INET CHANGES by Change One S009] oF Contractor under this Contract.
1
A B C D E F H I
FROM PREVIOUS
APPLICATION
(D + E)
THIS PERIOD
0.00 0.00 0.00 0.00 0.00 0.00% 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00% 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00% 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00% 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00% 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00% 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00% 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00% 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00% 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00% 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00% 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00% 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00% 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00% 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00% 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00% 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00% 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00% 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00% 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00% 0.00 0.00
GRAND TOTAL 0.00 0.00 0.00 0.00 0.00 0.00% 0.00 0.00
WORK COMPLETED
DESCRIPTION OF
WORK
TOTAL
COMPLETED AND
STORED TO DATE
(D + E + F)
MATERIALS
PRESENTLY
STORED
(NOT IN D OR E)
G
RETAINAGE
(IF VARIABLE
RATE)
BALANCE TO
FINISH
(C - G)
%
(G ÷ C)
ARCHITECT'S PROJECT NO:
AIA
®
Document G703™ – 1992
APPLICATION NO:
Continuation Sheet
AIA Document, G702
TM
–1992, Application and Certification for Payment, or G736
TM
–2009,
Project Application and Project Certificate for Payment, Construction Manager as Adviser Edition,
containing Contractor's signed certification is attached.
In tabulations below, amounts are in US dollars.
Use Column I on Contracts where variable retainage for line items may apply.
APPLICATION DATE:
001
PERIOD TO:
ITEM
NO.
SCHEDULED
VALUE
AIA® Document G703™ - 1992
Continuation Sheet
‘AIA Document, G702"™-1992, Application and Certification for Payment, or G736"™' 2009, ‘APPLICATION NO: foo1
Inu be means ain US oles reno
A B c D I E F G H 1
rrem| pescermiosor | scusouzo frrowpvious peesextiy [covecereD aND patanceto | RETAINAGE
NO woRK vat” [Famucsnos | asrewon | "Siomn’ sorroronare eso] SEE (param
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oan oa me om ant oa 3 me
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a mt Sa a Sato tf a
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000 0.00 3.00 0.00 0.00 0.00% 0.00 Soul |
0.00] 0.00] 0.00) 0.00] 0.00] 0.00% 0.09)
a a a a ant oa 3
a om a a oc oat
0.00) 0.00] 0.00} 0.00) 0.00] 0.00% 0.00} ~
0.00] 0.00] 0.00] 0.00] 0.00 0.0054 0. “|
a oi a a Saat oa i
0.00] 0.00] 0.00) 0.00] 0.00] 0.00% a)
a Tr i a TT at Tt
sma TOTAL 8 tn toe tae tool nore a a
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BATA Document G704' - 2017
PROJECT: (name and address) ‘CONTRACT INFORMATION: CERTIFICATE INFORMATION:
Contract For: Design-Build Services Certificate Number:
‘& Expansion
Grundy, VA.
Date: Date:
‘OWNER: (name and address) ARCHITECT: (name and address) CONTRACTOR: (name and address)
Silling Associates, Ine. JA. Street & Associates
Buchanan County, Virginia 405 Capital Street 245 Birch Street, P.O. Box 725
1012 Walnut Street, Upper Atrium, Blountville, TN 37617
Grundy, VA 24614 Charleston, WV 25301
The Work identified below has been reviewed and found, to the Architect’s best knowledge, information, and belief, to be substantially
‘complete. Substantial Completion isthe stage in the progress of the Work when the Work or designated portion is sufficiently complete in
accordance with the Contract Documents so that the Owner can occupy or utilize the Work for its intended use, The date of Substantial
‘Completion of the Projector portion designated below is the date established by this Certificate
(ldentify the Work, or portion thereof, that is substantially complete.)
"ARCHITECT (Firm Name) ~ SIGNATURE PRINTED NAME AND TITLE DATE OF SUBSTANTIAL COMPLETION
WARRANTIES
‘The date of Substantial Completion of the Project or portion designated above is also the date of commencement of applicable warranties
required by the Contract Documents, except as stated below
(ldenuify warranties that do not commence on the date of Substantial Completion, if any, and indicate their date of commencement.)
WORK TO BE COMPLETED OR CORRECTED
A list of items to be completed or corrected is attached hereto, or transmitted as agreed upon by the parties, and identified as follows:
(ldenuify the list of Work 10 be completed or corrected.)
The failure to include any items on such list does not alter the responsibility of the Contractor to complete all Work in accordance with the
Contract Documents, Unless otherwise agreed to in writing, the date of commencement of warranties for items on the attached list will be
the date of issuance of the final Certificate of Payment or the date of final payment, whichever occurs fist. The Contractor will complete or
correct the Work on the list of items attached hereto within (days from the above date of Substantial Completion.
Cost estimate of Work to be completed or corrected: $
‘The responsibilities of the Owner and Contractor for security, maintenance, heat, utilities, damage to the Work, insurance, and other items
identified below shall be as follows:
(Note: Owner's and Contractor's legal and insurance counsel should review insurance requirements and coverage.)
‘The Owner and Contractor hereby accept the responsibilities assigned to them in this Certificate of Substantial Completion:
CONTRACTOR (Firm ‘SIGNATURE PRINTED NAME ANDTITLE DATE
Name)
‘OWNER (Firm Namey ‘SIGNATURE PRINTED NAME AND TITLE DATE
‘AIA Document G704® 2017. Copyright © 1963, 1078, 1092, 2000 and 2017 by The American Intute of Architects. llrightsreserved. The "American
Institute of Arehtect""AIA the AA Logo, °G704" and "AIA Contract Documents” are registered trademarks and may not be used without permission. This
document was produced by AIA software at 08:20'42 ET on 07/28/2021 under Order No. 5496283445 which expires on 12/18/2021, is nat for resale, is ieensed
{or onetime use only, and may ony be use in accocdance withthe AIA Contact Documents? Terms of Senco, To report copytightvelatons, e-mail
copyright@aia or.
User Notes: (28900887)
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w IA Document A312 - 2010
(Row deleted)
CONTRACTOR: SURETY:
JA, Street & Associates
245 Birch Street, P.O. Box 725
Blountville, TN 37617
(Row deleted)
‘OWNER:
Buchanan County Board of Supervisors —
Buchanan County, Virginia
1012 Walnut Street
Grundy, VA 24614
CONSTRUCTION CONTRACT
Date:
Amount: §
(Row deleted)
Description:
Buchanan County Courthouse Renovation & Expansion
Grundy, VA
BOND
Date:
(Not earlier than Construction Contract Date)
Amount: $
Modifications to this Bond:
[none 2] see Seetion 18
CONTRACTOR AS PRINCIPAL SURETY
Company: (Corporate Seal) Company (Corporate Seal)
Signature: Signature:
Name and Name and
Title: Title:
(Any additional signatures appear on the last page of this Payment Bond.)
(FOR INFORMATION ONLY — Name, address and telephone)
AGENT or BROKER: OWNER’S REPRESENTATIVE:
Robert Craig Hom
County Administrator
Buchanan County, Virginia
1012 Walnut Street
Grundy, VA 24614
276-935-6500
ADDITIONS AND DELETIONS:
‘The author of this document has
added information needed for its
‘completion, The author may also
have revised the text ofthe original
AIA standard form. An Additions and
Deletions Report that notes added
information as well as revisions to the
standard form text is available from
the author and should be reviewed. A
vertical line in the left margin ofthis
‘document indicates where the author
has added necessary information
‘and where the author has added to or
deleted from the original AIA text.
‘This document has important legal
‘consequences. Consultation with an
attorney is encouraged with respect
to Its completion or modification
‘Any singular reference to Contractor,
Surety, Owner or other party shall be
‘considered plural where applicable.
‘AIA Document A312~ —2010 Payment Bond. The American Insiule of Architects. Allighis reserved. The American Insitute of Architects “AIA” the AIA Logo,
‘anaAlA Contract Documents’ are registred trademarks and may no! be vsed without permission, This document was produced by AIA software at 08:25:22 ET on
10728202" under Order No 5486283448 which expres on 12/18/2021, snot or esa, i icensed for one-time Use only, and may only be used accordance with
the AIA Contract Documents” Terms of Serie, To report copyright Volations, emai copyight@ala of
User Notes:
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[AIA Document A312~ —2010 Payment Bond. The American Insiute of Architects. Allighs reserved. The”Amvarican Insitute of Architects “AIA the AIA Logo,
‘and:AIA Contract Documents’ are registered trademarks and may not be used without permission. Ths document was produced by AIA software at 08:25:22 Ton
10728202" under Order No 5486283448 which expres on 12/18/2021, snot or esa, i icensed for one-time Use only, and may only be used accordance with
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§ 1 The Contractor and Surety, jointly and severally, bind themselves, their heirs, executors, administrators,
successors and assigns to the Owner to pay for labor, materials and equipment furnished for use in the performance of
the Construction Contract, which is incorporated herein by reference, subject to the following terms.
§ 2 If the Contractor promptly makes payment of all sums due to Claimants, and defends, indemnifies and holds
harmless the Owner from claims, demands, liens or suits by any person or entity seeking payment for labor, materials
‘or equipment furnished for use in the performance of the Construction Contract, then the Surety and the Contractor
shall have no obligation under this Bond,
§ 3 If there is no Owner Default under the Construction Contract, the Surety’s obligation to the Owner under this
Bond shall arise after the Owner has promptly notified the Contractor and the Surety (at the address described in
Section 13) of claims, demands, liens or suits against the Owner or the Owner's property by any person or entity
seeking payment for labor, materials or equipment furnished for use in the performance of the Construction Contract,
and tendered defense of such claims, demands, liens or suits to the Contractor and the Surety.
§ 4 When the Owner has satisfied the conditions in Section 3, the Surety shall promptly and at the Surety’s expense
defend, indemnify and hold harmless the Owner against a duly tendered claim, demand, lien or suit.
§ 5 The Surety’s obligations to a Claimant under this Bond shall arise after the following:
§ 5.4 Claimants, who do not have a direct contract with the Contractor,
A have furnished a written notice of non-payment to the Contractor, stating with substantial accuracy the
amount claimed and the name of the party to whom the materials were, or equipment was, furnished or
supplied or for whom the labor was done or performed, within ninety (90) days after having last
performed labor or last furnished materials or equipment included in the Claim; and
2 _ have sent a Claim to the Surety (at the address described in Section 13).
§ 5.2 Claimants, who are employed by or have a direct contract with the Contractor, have sent a Claim tothe Surety (at
the address described in Section 13).
§ 6 Ifa notice of non-payment required by Section 5.1.1 is given by the Owner to the Contractor, that is sufficient to
satisfy a Claimant’s obligation to furnish a written notice of non-payment under Section 5.1.1
§ 7 When a Claimant has satisfied the conditions of Sections 5.1 or 5.2, whichever is applicable, the Surety shall
promptly and at the Surety’s expense take the following actions:
§ 7.4 Send an answer to the Claimant, with a copy to the Owner, within sixty (60) days after receipt of the Claim,
stating the amounts that are undisputed and the basis for challenging any amounts that are disputed; and
§ 7.2 Pay or arrange for payment of any undisputed amounts,
§ 7.3 The Surety’s failure to discharge its obligations under Section 7.1 or Section 7.2 shall not be deemed to
constitute a waiver of defenses the Surety or Contractor may have or acquire as to a Claim, except as to undisputed
amounts for which the Surety and Claimant have reached agreement. If, however, the Surety fails to discharge its
obligations under Section 7.1 or Section 7.2, the Surety shall indemnify the Claimant for the reasonable attorney's fees
the Claimant incurs thereafter to recover any sums found to be due and owing to the Claimant.
§ 8 The Surety’s total obligation shall not exceed the amount of this Bond, plus the amount of reasonable attorney's
fees provided under Section 7.3, and the amount of this Bond shall be credited for any payments made in good faith by
the Surety.
§ 9 Amounts owed by the Owner to the Contractor under the Construction Contract shall be used for the performance
of the Construction Contract and to satisfy claims, ifany, under any construction performance bond. By the Contractor
furnishing and the Owner accepting this Bond, they agree that all funds earned by the Contractor in the performance of
the Construction Contract are dedicated to satisfy obligations of the Contractor and Surety under this Bond, subject to
the Owner’s priority to use the funds for the completion of the work.
[AIA Document A312~ —2010 Payment Bond. The American Insiute of Architects. Allighs reserved. The”Amvarican Insitute of Architects “AIA the AIA Logo,
‘anaAlA Contract Documents’ are registred trademarks and may no! be vsed without permission, This document was produced by AIA software at 08:25:22 ET on
10728202" under Order No 5486283448 which expres on 12/18/2021, snot or esa, i icensed for one-time Use only, and may only be used accordance with
the AIA Contract Documents? Terms of Service. To report copyright violations, eal copyight@aia og,
User Notes: (re70232171
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medindfaZdecgZifqe_r]cZdfbZifriwir_deZg̀Z]faiabZa\daZ\dcZ̀ip\ao_eebZdcc]̀a]rZdZqedinZ_fr]̀ZdfZdtteiqdhe]Zn]q\dfiq�cZei]fZ
g̀Zcinied̀Zcada_a]ZdpdifcaZa\]Z̀]deZt̀gt]̀abZ_tgfZk\iq\Za\]Z�̀g{]qaZicZegqda]rsZ[\]Zifa]faZgoZa\icZvgfrZc\deeZh]ZagZifqe_r]Z
kia\g_aZeiniadaigfZifZa\]Za]̀ncZ�edhg̀lZnda]̀idecZg̀Z]�_itn]fa�Za\daZtd̀aZgoZkda]̀lZpdclZtgk]̀lZeip\alZ\]dalZgielZpdcgeif]lZ
a]e]t\gf]Zc]̀wiq]Zg̀Z̀]fadeZ]�_itn]faZ_c]rZifZa\]Zmgfcà_qaigfZmgfàdqalZd̀q\ia]qa_̀deZdfrZ]fpif]]̀ifpZc]̀wiq]cZ
]̀�_ì]rZog̀Zt]̀og̀ndfq]ZgoZa\]Zkg̀xZgoZa\]Zmgfàdqag̀ZdfrZa\]Zmgfàdqag̀�cZc_hqgfàdqag̀clZdfrZdeeZga\]̀Zia]ncZog̀Z
k\iq\ZdZn]q\dfiq�cZei]fZndbZh]Zdcc]̀a]rZifZa\]Z{_̀icriqaigfZk\]̀]Za\]Zedhg̀lZnda]̀idecZg̀Z]�_itn]faZk]̀]Zo_̀fic\]rs
VWX���W������� ����W������ ��Z[\]Zdp̀]]n]faZh]ak]]fZa\]Zjkf]̀ZdfrZmgfàdqag̀Zir]faioi]rZgfZa\]Zqgw]̀Ztdp]lZ
ifqe_rifpZdeeZmgfàdqaZ¡gq_n]facZdfrZdeeZq\dfp]cZndr]ZagZa\]Zdp̀]]n]faZdfrZa\]ZmgfàdqaZ¡gq_n]facs
§ 10 The Surety shall not be liable to the Owner, Claimants or others for obligations of the Contractor that are
unrelated to the Construction Contract. The Owner shall not be liable for the payment of any costs or expenses of any
Claimant under this Bond, and shall have under this Bond no obligation to make payments to, or give notice on behalf
of, Claimants or otherwise have any obligations to Claimants under this Bond,
§ 11 The Surety hereby waives notice of any change, including changes of time, to the Construction Contract or to
related subcontracts, purchase orders and other obligations.
§ 12 No suit or action shall be commenced by a Claimant under this Bond other than in a court of competent
jurisdiction in the state in which the project that is the subject of the Construction Contract is located or after the
‘expiration of one year from the date (1) on which the Claimant sent a Claim to the Surety pursuant to Section 5.1.2 or
5.2, or (2) on which the last labor or service was performed by anyone or the last materials or equipment were
furnished by anyone under the Construction Contract, whichever of (I) or (2) first occurs. Ifthe provisions of this,
Paragraph are void or prohibited by law, the minimum period of limitation available to sureties as a defense in the
jurisdiction of the suit shall be applicable.
§ 13 Notice and Claims to the Surety, the Owner or the Contractor shall be mailed or delivered to the address shown,
‘on the page on which their signature appears. Actual receipt of notice or Claims, however accomplished, shall be
sufficient compliance as of the date received.
§ 14 When this Bond has been furnished to comply with a statutory or other legal requirement in the location where
the construction was to be performed, any provision in this Bond conflicting with said statutory ot legal requirement
shall be deemed deleted herefrom and provisions conforming to such statutory or other legal requirement shall be
deemed incorporated herein, When so furnished, the intent is that this Bond shall be construed as a statutory bond and
not as a common law bond.
§ 15 Upon request by any person or entity appearing to be a potential beneficiary of this Bond, the Contractor and
‘Owner shall promptly furnish a copy of this Bond or shall permit a copy to be made
§ 16 Definitions
§ 1641 Claim. A written statement by the Claimant including at a minimum:
A the name of the Claimant;
2 the name of the person for whom the labor was done, or materials or equipment furnished;
3 acopy of the agreement or purchase order pursuant to which labor, materials or equipment was
fumished for use in the performance of the Construction Contract;
4 abrief description of the labor, materials or equipment furnished;
5 the date on which the Claimant last performed labor or last furnished materials or equipment for use in
the performance of the Construction Contract;
6 the total amount eared by the Claimant for labor, materials or equipment furnished as of the date of the
Claim;
the total amount of previous payments received by the Claimant; and
the total amount due and unpaid to the Claimant for labor, materials or equipment furnished as of the
date of the Claim,
§ 162 Claimant. An individual or entity having a direct contract with the Contractor or with a subcontractor of the
Contractor to furnish labor, materials or equipment for use in the performance of the Construction Contract. The term
Claimant also includes any individual or entity that has rightfully asserted a claim under an applicable mechanic’s lien
or similar statute against the real property upon which the Project is located. The intent of this Bond shall be to include
without limitation in the terms "labor, materials or equipment" that part of water, gas, power, light, heat, oil, gasoline,
telephone service or rental equipment used in the Construction Contract, architectural and engineering services
required for performance of the work of the Contractor and the Contractor’ subcontractors, and all other items for
which a mechanic’s lien may be asserted in the jurisdiction where the labor, materials or equipment were furnished.
§ 16.3 Construction Contract. The agreement between the Owner and Contractor identified on the cover page,
including all Contract Documents and all changes made to the agreement and the Contract Documents.
[AIA Document A312~ —2010 Payment Bond. The American Insiute of Architects. Allighs reserved. The”Amvarican Insitute of Architects “AIA the AIA Logo,
‘anaAlA Contract Documents’ are registred trademarks and may no! be vsed without permission, This document was produced by AIA software at 08:25:22 ET on
10728202" under Order No 5486283448 which expres on 12/18/2021, snot or esa, i icensed for one-time Use only, and may only be used accordance with
the AIA Contract Documents? Terms of Service. To report copyright violations, eal copyight@aia og,
User Notes: (re70232171
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§ 16.4 Owner Defautt. Failure of the Owner, which has not been remedied or waived, to pay the Contractor as required
under the Construction Contract or to perform and complete or comply with the other material terms of the
Construction Contract.
§ 16.5 Contract Documents, All the documents that comprise the agreement between the Owner and Contractor.
§ 17 If this Bond is issued for an agreement between a Contractor and subcontractor, the term Contractor in this Bond
shall be deemed to be Subcontractor and the term Owner shall be deemed to be
§ 18 Modifications to this bond are as follows:
(Space is provided below for additional signatures of added parties, other than those appearing on the cover page.)
CONTRACTOR AS PRINCIPAL SURETY
‘Company: (Corporate Seal) Company: (Corporate Seal)
Signatur Signature:
Name and Title: Name and Title:
Address: Adres
[AIA Document A312~ —2010 Payment Bond. The American Insiute of Architects. Allighs reserved. The”Amvarican Insitute of Architects “AIA the AIA Logo,
mit, na“AlA Contract Documents are resistered trademarks and may not be used without permission. This document was produced by AIA software at 08:25:22 ET on
10728202" under Order No 5486283448 which expres on 12/18/2021, snot or esa, i icensed for one-time Use only, and may only be used accordance with
1 the AIA Contact Documents? Terms of Service, To report copyright voiatons, e-mail copyright@ ala. or,
User Notes: (re70232171
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Additions and Deletions Report for
AIA” Document A312 - 2010
Ths Additions and Deletions Report, as defined on page 1 of the associated document, reproduces below all text the author has added
to the standard form AIA documentin order to complete it, as well as any text the author may have added to or deleted from the original
AIA text, Added text is shown underlined. Deleted text is indicated with a horizontal ine through the original AIA text.
Note: This Additions and Deletions Reports provided for information purposes only and is not incorporated into or constitute any part
of the associated AIA document. This Additions and Deletions Report and its associated document were generated simultaneously by
AIA software at 08:25:22 ET on 07/23/2021
PAGE 1
og 1, ‘SURETY: ,
of business)
CONTRACTOI SURETY:
LA. Street & Associates
245 Birch Street, P.O. Box 725
Blountville, TN 37617,
‘OWNER:
Buchanan County, Virginia
1012 Walnut Street
Grundy, VA 24614
Deseription:
Description:
Buchanan County Courthouse Renovation & Expansion
Grundy, VA
AGENT or BROKER: (Architect Engineer orother
‘partysjJOWNER’S REPRESENTATIVE:
Robert Craig Horn
County Administrator
Buchanan County, Virginia
1012 Walnut Street
Grundy, VA 24614
276-935-6500
‘Additions and Deletions Repor for AIA Document A242" — 2010 Payment Bond. The American Insite of Archtecs, Aliightsresarvad, The “Amarcan
Institue of Architects, ""AIA"the AIA Logo, and ‘AA Contract Documents” are registered ademarks and may note used without permission. This document was
produced by AIA sofware at 08:25:22 ET on 07/23/2021 under Order No 5496283445 which expres on 12/18/2021, fs not for resale, Is icensed Tor one-time use
‘nly and may only be used in accordance with te AIA Contact Documents Terms af Service, To report copyright velatons, e-mail copyight@ala. or,
User Notes: (870782171)
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Certification of Document’s Authenticity
AIA® Document D401™ - 2003
1, Curtis Elswick, hereby certify, to the best of my knowledge, information and belief, that I created the attached final
document simultaneously with its associated Additions and Deletions Report and this certification at 08:25:22 ET on
07/23/2021 under Order No, 5496283445 from AIA Contract Documents software and that in preparing the attached
final document I made no changes to the original text of ALA® Document A312™ — 2010, Payment Bond, as published
by the AIA in its software, other than those additions and deletions shown in the associated Additions and Deletions
Report.
(Signed)
itley
(ated)
[AIA Document D401™ — 2008. Copyright © 1992 and 2003 by The American Insiuie of Architecs-Allighs reserved. The “American Insite of Archtocls
"AIA" the Als Logo, and"AIA Contact Documents” are registered trademarks and may not be used without permission, This document was produced by AIA
software at 08:25 22 ET on 07/23/2021 under Order No.5486283445 which expres on 12/18/22", snot for resale, is icensedfor one-time use only and may only
be used in accordance withthe AIA Contact Documents Terms of Sevice. To rept copyright velabons, e-mail copyrigh@aia. or,
User Notes: (re70232171)
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Tracy
Highlight
Performance Bond
(Row deleted)
CONTRACTOR:
JA, Street & Associates
245 Birch Street, P.O. Box 725
Blountville, TN 37617
(Row deleted)
‘OWNER:
Buchanan County, Virginia
1012 Walnut Street
Grundy, VA 24614
CONSTRUCTION CONTRACT
Date:
Amount: $
Description:
(Name and location)
BATA Document A312 - 2010
SURETY:
Buchanan County Courthouse Renovation & Expansion
Grundy, VA
BOND
Date:
(Not earlier than Construction Contract Date)
Amount: $
Modifications to this Bond:
[= None
[1 see Section 16
CONTRACTOR AS PRINCIPAL SURETY
‘Company: (Corporate Seal) Company: (Corporate Seal)
Signature: Signature:
Name and Name and
Title: Title
(Any additional signatures appear on the last page of this Performance Bond.)
(FOR INFORMATION ONLY — Name, address and telephone)
AGENT or BROKER:
(Row deleted)
OWNER’S REPRESENTATIVE:
Robert Craig Hom
County Administrator
Buchanan County, Virginia
1012 Walnut Street
Grundy, VA 24614
276-935-6500
ADDITIONS AND DELETIONS:
‘The author of this document has
added information needed for its
‘completion, The author may also
have revised the text ofthe original
AIA standard form. An Additions and
Deletions Report that notes added
information as well as revisions to the
standard form text is available from
the author and should be reviewed. A
vertical line in the left margin ofthis
‘document indicates where the author
has added necessary information
‘and where the author has added to or
deleted from the original AIA text.
‘This document has important legal
‘consequences. Consultation with an
attorney is encouraged with respect
to Its completion or modification
‘Any singular reference to Contractor,
Surety, Owner or other party shall be
‘considered plural where applicable.
[AIA Document A312" — 2010 Performance Bond. The American Insiute of Architects. Alright reserved. The "American Insiule of Arcitecs VAIA he AIA
Logo, and AIA Contract Documents
registered rademarks and may nol be used without permission. This document was produced by AIA software at 08.2742
Eon 0712312021 under Order No 5496285445 which expres on 12/18/2021, snot for resale, lcensed for onetime Use ony, and may only be sed in
‘accordance with the AIA Contract Documents® Terms of Service. To repoet copyright vlations,e-mal copyrign@aka or.
User Notes:
(1282908871)
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§ 1 The Contractor and Surety, jointly and severally, bind themselves, their heirs, executors, administrators,
successors and assigns to the Owner for the performance of the Construction Contract, which is incorporated herein by
reference.
§ 2 f the Contractor performs the Construction Contract, the Surety and the Contractor shall have no obligation under
this Bond, except when applicable to participate in a conference as provided in Section 3
§ 3 If there is no Owner Default under the Construction Contract, the Surety’s obligation under this Bond shall arise
after
1 the Owner first provides notice to the Contractor and the Surety that the Owner is considering declaring
a Contractor Default, Such notice shall indicate whether the Owner is requesting a conference among,
the Owner, Contractor and Surety to discuss the Contractor's performance. If the Owner does not
request a conference, the Surety may, within five (5) business days after receipt of the Owner's notice,
request such a conference. If the Surety timely requests a conference, the Owner shall attend. Unless
the Owner agrees otherwise, any conference requested under this Section 3.1 shall be held within ten
(10) business days of the Surety’s receipt of the Owner’s notice. If the Owner, the Contractor and the
Surety agree, the Contractor shall be allowed a reasonable time to perform the Construction Contract,
but such an agreement shall not waive the Owner’s right, if any, subsequently to declare a Contractor
Default;
2 the Owner declares a Contractor Default, terminates the Construction Contract and notifies the Surety;
and
3 the Owner has agreed to pay the Balance of the Contract Price in accordance with the terms of the
Construction Contract to the Surety of to a contractor selected to perform the Construction Contract.
§ 4 Failure on the part of the Owner to comply with the notice requirement in Section 3.1 shall not constitute a failure
to comply with a condition precedent to the Surety’s obligations, or release the Surety from its obligations, except to
the extent the Surety demonstrates actual prejudice.
§ 5 When the Owner has satisfied the conditions of Section 3, the Surety shall promptly and at the Surety’s expense
take one of the following actions
§ 5.4 Arrange for the Contractor, with the consent of the Owner, to perform and complete the Construction Contract;
§ 5.2 Undertake to perform and complete the Construction Contract itself, through its agents or independent
contractors;
§ 5.3 Obtain bids or negotiated proposals from qualified contractors acceptable to the Owner for a contract for
performance and completion of the Construction Contract, arrange for a contract to be prepared for execution by the
‘Owner and a contractor selected with the Owner's concurrence, to be secured with performance and payment bonds
executed by a qualified surety equivalent to the bonds issued on the Construction Contract, and pay to the Owner the
amount of damages as described in Section 7 in excess of the Balance of the Contract Price incurred by the Owner as
a result of the Contractor Default; or
§ 5.4 Waive its right to perform and complete, arrange for completion, or obtain a new contractor and with reasonable
promptness under the circumstances:
A After investigation, determine the amount for which it may be liable to the Owner and, as soon as
practicable after the amount is determined, make payment to the Owner; oF
2 Deny liability in whole or in part and notify the Owner, citing the reasons for denial.
§ 6 If the Surety does not proceed as provided in Section 5 with reasonable promptness, the Surety shall be deemed to
be in default on this Bond seven days after receipt of an additional written notice from the Owner to the Surety
demanding that the Surety perform its obligations under this Bond, and the Owner shall be entitled to enforce any
remedy available to the Owner. If the Surety proceeds as provided in Section 5.4, and the Owner refuses the payment
or the Surety has denied liability, in whole or in part, without further notice the Owner shall be entitled to enforce any
remedy available to the Owner.
‘AIA Document A312" — 2010 Performance Bond. The American Insiule of Architects. lights reserved. The “American Insite of Architecis "AIA he AIA
Logo, and AIA Contract Documents" re registered trademarks and may not be used without permission Tis document was produced by AA software at 08:27:42
Eon 0712312021 under Order No 5496285445 which expres on 12/18/2021, snot for resale, lcensed for onetime Use ony, and may only be sed in
‘accordance with the AIA Contract Documents® Terms of Service. To repoet copyright vlations,e-mal copyrign@aka or.
User Notes: (1282908871)
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§ T Ifthe Surety elects to act under Section 5.1, 5.2 or 5.3, then the responsibilities of the Surety to the Owner shall not
be greater than those of the Contractor under the Construction Contract, and the responsibilities of the Owner to the
Surety shall not be greater than those of the Owner under the Construction Contract. Subject to the commitment by the
‘Owner to pay the Balance of the Contract Price, the Surety is obligated, without duplication, for
A the responsibilities of the Contractor for correction of defective work and completion of the
Construction Contract;
2 additional legal, design professional and delay costs resulting from the Contractor's Default, and
resulting from the actions or failure to act of the Surety under Section 5; and
3 liquidated damages, or if no liquidated damages are specified in the Construction Contract, actual
damages caused by delayed performance or non-performance of the Contractor.
§ 8 Ifthe Surety elects to act under Section 5.1, 5.3 or 5.4, the Surety’s liability is limited to the amount of this Bond.
§ 9 The Surety shall not be liable to the Owner or others for obligations of the Contractor that are unrelated to the
Construction Contract, and the Balance of the Contract Price shall not be reduced or set off on account of any such
unrelated obligations. No right of action shall accrue on this Bond to any person or entity other than the Owner or its,
heirs, executors, administrators, successors and assigns.
§ 10 The Surety hereby waives notice of any change, including changes of time, to the Construction Contract or to
related subcontracts, purchase orders and other obligations.
§ 11 Any proceeding, legal or equitable, under this Bond may be instituted in any court of competent jurisdiction in
the location in which the work or part of the work is located and shall be instituted within two years after a declaration
of Contractor Default or within two years after the Contractor ceased working or within two years after the Surety
refuses of fails to perform its obligations under this Bond, whichever occurs fitst. If the provisions of this Paragraph
are void or prohibited by law, the minimum period of limitation available to sureties as a defense in the jurisdiction of
the suit shall be applicable.
§ 12 Notice to the Surety, the Owner or the Contractor shall be mailed or delivered to the address shown on the page
‘on which their signature appears
§ 13 When this Bond has been furnished to comply with a statutory or other legal requirement in the location where
the construction was to be performed, any provision in this Bond conflicting with said statutory or legal requirement
shall be deemed deleted herefrom and provisions conforming to such statutory or other legal requirement shall be
deemed incorporated herein, When so furnished, the intent is that this Bond shall be construed as a statutory bond and
not as a common law bond,
§ 14 Definitions
§ 14.1 Balance of the Contract Price, The total amount payable by the Owner to the Contractor under the Construction
Contract afterall proper adjustments have been made, including allowance to the Contractor of any amounts received
or to be received by the Owner in settlement of insurance or other claims for damages to which the Contractor is
entitled, reduced by all valid and proper payments made to or on behalf of the Contractor under the Construction
Contract.
§ 142 Construction Contract. The agreement between the Owner and Contractor identified on the cover page,
including all Contract Documents and changes made to the agreement and the Contract Documents,
§ 143 Contractor Default. Failure of the Contractor, which has not been remedied or waived, to perform or otherwise
to comply with a material term of the Construction Contract.
§ 144 Owner Defautt. Failure of the Owner, which has not been remedied or waived, to pay the Contractor as required
under the Construction Contract or to perform and complete or comply with the other material terms of the
Construetion Contract.
§ 14.5 Contract Documents. All the documents that comprise the agreement between the Owner and Contractor.
‘AIA Document A312" — 2010 Performance Bond. The American Insiule of Architects. lights reserved. The “American Insite of Architecis "AIA he AIA
Logo, and AIA Contract Documents" re registered trademarks and may not be used without permission Tis document was produced by AA software at 08:27:42
Eon 0712312021 under Order No 5496285445 which expres on 12/18/2021, snot for resale, lcensed for onetime Use ony, and may only be sed in
‘accordance with the AIA Contract Documents® Terms of Service. To repoet copyright vlations,e-mal copyrign@aka or.
User Notes: (1282908871)
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§ 15 If this Bond is issued for an agreement between a Contractor and subcontractor, the term Contractor in this Bond
shall be deemed to be Subcontractor and the term Owner shall be deemed to be Contractor.
§ 16 Modifications to this bond are as follows:
(Space is provided helow for additional signatures of added parties, other than those appearing on the cover page.)
CONTRACTOR AS PRINCIPAL SURETY
‘Company: (Corporate Seal) Company: (Corporate Seal)
Signature: Signature:
‘Name and Title: Name and Title:
Address: Address:
‘AIA Document A312" — 2010 Performance Bond. The American Insiule of Architects. lights reserved. The “American Insite of Architecis "AIA he AIA
registred trademarks and may note used without permission This document was produced by A software at 08:27:42
Logo, and "AIA Contract Docume
Eon 0712312021 under Order No 5496285445 which expres on 12/18/2021, snot for resale, lcensed for onetime Use ony, and may only be sed in
‘accordance with the AIA Contract Documents® Terms of Service. To repoet copyright vlations,e-mal copyrign@aka or.
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Additions and Deletions Report for
AIA” Document A312 - 2010
Ths Additions and Deletions Report, as defined on page 1 of the associated document, reproduces below all text the author has added
to the standard form AIA documentin order to complete it, as well as any text the author may have added to or deleted from the original
AIA text, Added text is shown underlined. Deleted text is indicated with a horizontal ine through the original AIA text.
Note: This Additions and Deletions Reports provided for information purposes only and is not incorporated into or constitute any part
of the associated AIA document. This Additions and Deletions Report and its associated document were generated simultaneously by
AIA software at 08:27:42 ET on 07/23/2021
PAGE 1
‘SURETY:
emeee
CONTRACTOR: SURETY:
LA, Street & Associates
245 Birch Street, P.O. Box 725
Blountville, TN 37617,
‘OWNER:
Buchanan County Board of Supervisors.
Buchanan County, Virginia
1012 Walnut Street
Grundy, VA 24614
AGENT or BROKER:
‘Architect Hagineeror other
‘party: JOWNER'S REPRESENTATIVE:
Robert Craig Horn
County Administrator
Buchanan County, Virginia
1012 Walnut Street
Grundy, VA 24614
276-935-6500
‘Additions and Deletions Repor for AIA Document A312 — 2010 Performance Bond, The American intiute of Architect, Allights reserved. The “American
Institue of Architects "AIA" he AIA Logo, and AIA Contract Documents” are registred ademarks and may note used without permission. This document was
produced by AIA sofware at 08:27:42 ET on 07/23/2021 under Order No 5496283445 which expres on 12/18/2021, fs not for resale, Is icensed Tor one-ime use
‘nly and may only be used in accordance with te AIA Contact Documents Terms af Service, To report copyright welatons, e-mail copyight@aa. or,
User Notes: (1282808871)
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Certification of Document’s Authenticity
AIA® Document D401™ - 2003
1, Curtis Elswick, hereby certify, to the best of my knowledge, information and belief, that I created the attached final
document simultaneously with its associated Additions and Deletions Report and this certification at 08:27:42 ET on
07/23/2021 under Order No, 5496283445 from AIA Contract Documents software and that in preparing the attached
final document I made no changes to the original text of ALA® Document A312™ — 2010, Performance Bond, as
published by the AIA in its software, other than those additions and deletions shown in the associated Additions and
Deletions Report
(Signed)
itley
(Dated)
[AIA Document D401™ — 2008. Copyright © 1992 and 2003 by The American Insiuie of Architecs-Allighs reserved. The “American Insite of Archtocls
"AIA" the Als Logo, and"AIA Contact Documents” are registered trademarks and may not be used without permission This document was produced by AIA
software at 08:27:42 ET on 07/23/2021 under Order No.5486283445 which expres on 12/18/22", snot for resale, i icensedfor one-time use only and may only
‘be used in accordance withthe AIA Contact Documents Terms of Sevice. To rept copyright velabons, e-mail copyrigh@aia. or,
User Notes: (1282908871)
EXHIBIT I
RUSSELL COUNTY VIRGINIA
REQUIRED GENERAL TERMS AND CONDITIONS
A. VENDORS MANUAL: This solicitation is subject to the provisions of the Commonwealth of Virginia
Vendors Manual and any changes or revisions thereto, which are hereby incorporated into this contract in
their entirety.
B. APPLICABLE LAWS AND COURTS: This solicitation and any resulting contract shall be governed in all
respects by the laws of the Commonwealth of Virginia, without regard to its choice of law provisions, and
any litigation with respect thereto shall be brought in the County’s Circuit Court. The County and the
contractor are encouraged to resolve any issues in controversy arising from the award of the contract or
any contractual dispute using Alternative Dispute Resolution (ADR) procedures (Code of Virginia, § 2.2-
4366). ADR procedures are described in Chapter 9 of the Vendors Manual. The contractor shall comply
with all applicable federal, state, and local laws, rules, and regulations.
C. ANTI-DISCRIMINATION: By submitting their (bids/proposals), (bidders/offerors) certify to the that they will
conform to the provisions of the Federal Civil Rights Act of 1964, as amended, as well as the Virginia Fair
Employment Contracting Act of 1975, as amended, where applicable, the Virginians With Disabilities Act,
the Americans With Disabilities Act and § 2.2-4311 of the Virginia Public Procurement Act (VPPA). If the
award is made to a faith-based organization, the organization shall not discriminate against any recipient of
goods, services, or disbursements made pursuant to the contract on the basis of the recipient's religion,
religious belief, refusal to participate in a religious practice, or on the basis of race, age, color, gender sexual
orientation, gender identity, or national origin and shall be subject to the same rules as other organizations
that contract with public bodies to account for the use of the funds provided; however, if the faith-based
organization segregates public funds into separate accounts, only the accounts and programs funded with
public funds shall be subject to audit by the public body. (Code of Virginia, § 2.2-4343.1E).
In every contract over $10,000 the provisions in 1. and 2. below apply:
1. During the performance of this contract, the contractor agrees as follows:
a. The contractor will not discriminate against any employee or applicant for employment because
of race, religion, color, sex, sexual orientation, gender identity, national origin, age, disability, or
any other basis prohibited by state law relating to discrimination in employment, except where
there is a bona fide occupational qualification reasonably necessary to the normal operation of
the contractor. The contractor agrees to post in conspicuous places, available to employees and
applicants for employment, notices setting forth the provisions of this nondiscrimination clause.
b. The contractor, in all solicitations or advertisements for employees placed by or on behalf of the
contractor, will state that such contractor is an equal opportunity employer.
c. Notices, advertisements, and solicitations placed in accordance with federal law, rule or regulation
shall be deemed sufficient for the purpose of meeting the requirements of this section.
d. If the contractor employs more than five employees, the contractor shall (i) provide annual training
on the contractor's sexual harassment policy to all supervisors and employees.
e. The requirements of these provisions 1. and 2. are a material part of the contract. If the Contractor
violates one of these provisions, the County may terminate the affected part of this contract for
EXHIBIT |
RUSSELL COUNTY VIRGINIA
REQUIRED GENERAL TERMS AND CONDITIONS
VENDORS MANUAL: This solicitation is subject to the provisions of the Commonwealth of Virginia
Vendors Manual and any changes or revisions thereto, which are hereby incorporated into this contract in
their entirety.
APPLICABLE LAWS AND COURTS: This solicitation and any resulting contract shall be governed in all
respects by the laws of the Commonwealth of Virginia, without regard to its choice of law provisions, and
any litigation with respect thereto shall be brought in the County's Circuit Court. The County and the
contractor are encouraged to resolve any issues in controversy arising from the award of the contract or
any contractual dispute using Alternative Dispute Resolution (ADR) procedures (Code of Virginia, § 2.2-
4366). ADR procedures are described in Chapter 9 of the Vendors Manual. The contractor shall comply
with all applicable federal, state, and local laws, rules, and regulations.
ANTI-DISCRIMINATION: By submitting their (bids/proposals), (bidders/offerors) certify to the that they will
conform to the provisions of the Federal Civil Rights Act of 1964, as amended, as well as the Virginia Fair
Employment Contracting Act of 1975, as amended, where applicable, the Virginians With Disabilities Act,
the Americans With Disabilities Act and § 2.2-4311 of the Virginia Public Procurement Act (VPPA). If the
award is made to a faith-based organization, the organization shall not discriminate against any recipient of
goods, services, or disbursements made pursuant to the contract on the basis of the recipient's religion,
religious belief, refusal to participate in a religious practice, or on the basis of race, age, color, gender sexual
orientation, gender identity, or national origin and shall be subject to the same rules as other organizations
that contract with public bodies to account for the use of the funds provided; however, if the faith-based
organization segregates public funds into separate accounts, only the accounts and programs funded with
public funds shall be subject to audit by the public body. (Code of Virginia, § 2.2-4343.1E),
In every contract over $10,000 the provisions in 1. and 2. below apply:
1. During the performance of this contract, the contractor agrees as follows:
a. The contractor will not discriminate against any employee or applicant for employment because
of race, religion, color, sex, sexual orientation, gender identity, national origin, age, disability, or
any other basis prohibited by state law relating to discrimination in employment, except where
there is a bona fide occupational qualification reasonably necessary to the normal operation of
the contractor. The contractor agrees to post in conspicuous places, available to employees and
applicants for employment, notices setting forth the provisions of this nondiscrimination clause.
b. The contractor, in all solicitations or advertisements for employees placed by or on behalf of the
contractor, will state that such contractor is an equal opportunity employer.
c. Notices, advertisements, and solicitations placed in accordance with federal law, rule or regulation
shall be deemed sufficient for the purpose of meeting the requirements of this section.
d. Ifthe contractor employs more than five employees, the contractor shall (i) provide annual training
on the contractor's sexual harassment policy to all supervisors and employees.
e. The requirements of these provisions 1. and 2. are a material part of the contract. If the Contractor
violates one of these provisions, the County may terminate the affected part of this contract for
breach, or at its option, the whole contract. Violation of one of these provisions may also result
in debarment from State contracting regardless of whether the specific contract is terminated.
f. In accordance with Executive Order 61 (2017), a prohibition on discrimination by the contractor,
in its employment practices, subcontracting practices, and delivery of goods or services, on the
basis of race, sex, color, national origin, religion, sexual orientation, gender identity, age, political
affiliation, disability, or veteran status, is hereby incorporated in this contract.
2. The contractor will include the provisions of 1. above in every subcontract or purchase order over
$10,000, so that the provisions will be binding upon each subcontractor or vendor.
D. ETHICS IN PUBLIC CONTRACTING: By submitting their (bids/proposals), (bidders/offerors) certify that
their (bids/proposals) are made without collusion or fraud and that they have not offered or received any
kickbacks or inducements from any other (bidder/offeror), supplier, manufacturer, or subcontractor in
connection with their (bid/proposal), and that they have not conferred on any public employee having official
responsibility for this procurement transaction any payment, loan, subscription, advance, deposit of money,
services or anything of more than nominal value, present or promised, unless consideration of substantially
equal or greater value was exchanged.
E. IMMIGRATION REFORM AND CONTROL ACT OF 1986: Applicable for all contracts over $10,000:
By entering into a written contract with the County, the Contractor certifies that the Contractor does not, and
shall not during the performance of the contract for goods and services, knowingly employ an unauthorized
alien as defined in the federal Immigration Reform and Control Act of 1986.
F. DEBARMENT STATUS: By participating in this procurement, the vendor certifies that they are not currently
debarred by the Commonwealth of Virginia from submitting a response for the type of goods and/or services
covered by this solicitation. Vendor further certifies that they are not debarred from filling any order or
accepting any resulting order, or that they are an agent of any person or entity that is currently debarred by
the Commonwealth of Virginia.
If a vendor is created or used for the purpose of circumventing a debarment decision against another
vendor, the non-debarred vendor will be debarred for the same time-period as the debarred vendor.
G. ANTITRUST: By entering into a contract, the contractor conveys, sells, assigns, and transfers to the County
all rights, title and interest in and to all causes of action it may now have or hereafter acquire under the
antitrust laws of the United States and the Commonwealth of Virginia, relating to the particular goods or
services purchased or acquired by the County under said contract.
H. CLARIFICATION OF TERMS: If any prospective (bidder/offeror) has questions about the specifications or
other solicitation documents, the prospective (bidder/offeror) should contact the County or County Agent
whose name appears on the face of the solicitation no later than five working days before the due date.
Any revisions to the solicitation will be made only by addendum issued by the buyer.
I. PAYMENT:
1. To Prime Contractor:
a. Invoices for items ordered, delivered and accepted shall be submitted by the contractor directly
to the payment address shown on the purchase order/contract. All invoices shall show the
contract number and/or purchase order number; social security number (for individual contractors)
or the federal employer identification number (for proprietorships, partnerships, and corporations).
b. Any payment terms requiring payment in less than 30 days will be regarded as requiring payment
30 days after invoice or delivery, whichever occurs last. This shall not affect offers of discounts
for payment in less than 30 days, however.
breach, or at its option, the whole contract. Violation of one of these provisions may also result
in debarment from State contracting regardless of whether the specific contract is terminated
f. In accordance with Executive Order 61 (2017), a prohibition on discrimination by the contractor,
in its employment practices, subcontracting practices, and delivery of goods or services, on the
basis of race, sex, color, national origin, religion, sexual orientation, gender identity, age, political
affiliation, disability, or veteran status, is hereby incorporated in this contract.
2. The contractor will include the provisions of 1. above in every subcontract or purchase order over
$10,000, so that the provisions will be binding upon each subcontractor or vendor.
ETHICS IN PUBLIC CONTRACTING: By submitting their (bids/proposals), (bidders/oferors) certify that
their (bids/proposals) are made without collusion or fraud and that they have not offered or received any
kickbacks or inducements from any other (bidderiofferor), supplier, manufacturer, or subcontractor in
‘connection with their (bid/proposal), and that they have not conferred on any public employee having official
responsibility for this procurement transaction any payment, loan, subscription, advance, deposit of money,
services or anything of more than nominal value, present or promised, unless consideration of substantially
‘equal or greater value was exchanged
IMMIGRATION REFORM AND CONTROL ACT OF 1986: Applicable for all contracts over $10,000:
By entering into a written contract with the County, the Contractor certifies that the Contractor does not, and
shall not during the performance of the contract for goods and services, knowingly employ an unauthorized
alien as defined in the federal Immigration Reform and Control Act of 1986.
DEBARMENT STATUS: By participating in this procurement, the vendor certifies that they are not currently
debarred by the Commonwealth of Virginia from submitting a response for the type of goods and/or services
covered by this solicitation. Vendor further certifies that they are not debarred from filling any order or
accepting any resulting order, or that they are an agent of any person or entity that is currently debarred by
the Commonwealth of Virginia.
If a vendor is created or used for the purpose of circumventing a debarment decision against another
vendor, the non-debarred vendor will be debarred for the same time-period as the debarred vendor.
ANTITRUST: By entering into a contract, the contractor conveys, sells, assigns, and transfers to the County
all rights, title and interest in and to all causes of action it may now have or hereafter acquire under the
antitrust laws of the United States and the Commonwealth of Virginia, relating to the particular goods or
services purchased or acquired by the County under said contract.
CLARIFICATION OF TERMS: If any prospective (bidder/offeror) has questions about the specifications or
other solicitation documents, the prospective (bidderlofferor) should contact the County or County Agent
whose name appears on the face of the solicitation no later than five working days before the due date.
Any revisions to the solicitation will be made only by addendum issued by the buyer.
PAYMENT:
4, To Prime Contract
a. Invoices for items ordered, delivered and accepted shall be submitted by the contractor directly
to the payment address shown on the purchase order/contract. All invoices shall show the
contract number and/or purchase order number; social security number (for individual contractors)
or the federal employer identification number (for proprietorships, partnerships, and corporations),
b. Any payment terms requiring payment in less than 30 days will be regarded as requiring payment,
30 days after invoice or delivery, whichever occurs last. This shall not affect offers of discounts
for payment in less than 30 days, however.
c. All goods or services provided under this contract or purchase order, that are to be paid for with
public funds, shall be billed by the contractor at the contract price.
d. The following shall be deemed to be the date of payment: the date of postmark in all cases where
payment is made by mail, or when offset proceedings have been instituted as authorized under
the Virginia Debt Collection Act.
e. Unreasonable Charges. Under certain emergency procurements and for most time and material
purchases, final job costs cannot be accurately determined at the time orders are placed. In such
cases, contractors should be put on notice that final payment in full is contingent on a
determination of reasonableness with respect to all invoiced charges. Charges which appear to
be unreasonable will be resolved in accordance with Code of Virginia, § 2.2-4363 and -4364.
Upon determining that invoiced charges are not reasonable, the County shall notify the contractor
of defects or improprieties in invoices within fifteen (15) days as required in Code of Virginia, §
2.2-4351.,. The provisions of this section do not relieve the County of its prompt payment
obligations with respect to those charges which are not in dispute (Code of Virginia, § 2.2-4363).
2. To Subcontractors:
a. Within seven (7) days of the contractor’s receipt of payment, a contractor awarded a contract
under this solicitation is hereby obligated:
(1) To pay the subcontractor(s) for the proportionate share of the payment received for work
performed by the subcontractor(s) under the contract; or
(2) To notify the County and the subcontractor(s), in writing, of the contractor’s intention to
withhold payment and the reason.
3. Each prime contractor who wins an award in which provision of a SWaM procurement plan is a
condition to the award, shall deliver to the contracting County, on or before request for final payment,
evidence, and certification of compliance (subject only to insubstantial shortfalls and to shortfalls
arising from subcontractor default) with the SWaM procurement plan. Final payment under the
contract in question may be withheld until such certification is delivered and, if necessary, confirmed
by the County or institution, or other appropriate penalties may be assessed in lieu of withholding such
payment.
J. PRECEDENCE OF TERMS: The following General Terms and Conditions VENDORS MANUAL,
APPLICABLE LAWS AND COURTS, ANTI-DISCRIMINATION, ETHICS IN PUBLIC CONTRACTING,
IMMIGRATION REFORM AND CONTROL ACT OF 1986, DEBARMENT STATUS, ANTITRUST,
MANDATORY USE OF STATE FORM AND TERMS AND CONDITIONS, CLARIFICATION OF TERMS,
PAYMENT shall apply in all instances. In the event there is a conflict between any of the other General
Terms and Conditions and any Special Terms and Conditions in this solicitation, the Special Terms and
Conditions shall apply.
K. QUALIFICATIONS OF (BIDDERS/OFFERORS): The County may make such reasonable investigations
as deemed proper and necessary to determine the ability of the (bidder/offeror) to perform the
services/furnish the goods and the (bidder/offeror) shall furnish to the County all such information and data
for this purpose as may be requested. The County reserves the right to inspect (bidder’s/offeror’s) physical
facilities prior to award to satisfy questions regarding the (bidder’s/offeror’s) capabilities. The County further
reserves the right to reject any (bid/proposal) if the evidence submitted by, or investigations of, such
(bidder/offeror) fails to satisfy the County that such (bidder/offeror) is properly qualified to carry out the
obligations of the contract and to provide the services and/or furnish the goods contemplated therein.
L. TESTING AND INSPECTION: The County reserves the right to conduct any test/inspection it may deem
advisable to assure goods and services conform to the specifications.
J.
©. All goods or services provided under this contract or purchase order, that are to be paid for with
public funds, shall be billed by the contractor at the contract price
4. The following shalll be deemed to be the date of payment: the date of postmark in all cases where
payment is made by mail, or when offset proceedings have been instituted as authorized under
the Virginia Debt Collection Act.
e. Unreasonable Charges. Under certain emergency procurements and for most time and material
purchases, final job costs cannot be accurately determined at the time orders are placed. In such
‘cases, contractors should be put on notice that final payment in full is contingent on a
determination of reasonableness with respect to all invoiced charges. Charges which appear to
be unreasonable will be resolved in accordance with Code of Virginia, § 2.2-4363 and -4364.
Upon determining that invoiced charges are not reasonable, the County shall notify the contractor
of defects or improprieties in invoices within fifteen (15) days as required in Code of Virginia, §
2.2-4351.,.. The provisions of this section do not relieve the County of its prompt payment
obligations with respect to those charges which are not in dispute (Code of Virginia, § 2.2-4363).
2. To Subcontractors:
a. Within seven (7) days of the contractor's receipt of payment, a contractor awarded a contract
under this solicitation is hereby obligated:
(1) To pay the subcontractor(s) for the proportionate share of the payment received for work
performed by the subcontractor(s) under the contract; or
(2) To notify the County and the subcontractor(s), in writing, of the contractor's intention to
withhold payment and the reason.
3. Each prime contractor who wins an award in which provision of a SWaM procurement plan is a
condition to the award, shall deliver to the contracting County, on or before request for final payment,
evidence, and certification of compliance (subject only to insubstantial shortfalls and to shortfalls
arising from subcontractor default) with the SWaM procurement plan. Final payment under the
contract in question may be withheld until such certification is delivered and, if necessary, confirmed
by the County or institution, or other appropriate penalties may be assessed in lieu of withholding such
payment.
PRECEDENCE OF TERMS: The following General Terms and Conditions VENDORS MANUAL,
APPLICABLE LAWS AND COURTS, ANTI-DISCRIMINATION, ETHICS IN PUBLIC CONTRACTING,
IMMIGRATION REFORM AND CONTROL ACT OF 1986, DEBARMENT STATUS, ANTITRUST,
MANDATORY USE OF STATE FORM AND TERMS AND CONDITIONS, CLARIFICATION OF TERMS,
PAYMENT shall apply in all instances. In the event there is a conflict between any of the other General
Terms and Conditions and any Special Terms and Conditions in this solicitation, the Special Terms and
Conditions shall apply.
QUALIFICATIONS OF (BIDDERS/OFFERORS): The County may make such reasonable investigations
as deemed proper and necessary to determine the ability of the (bidder/offeror) to perform the
services/furnish the goods and the (bidder/offeror) shall furnish to the County all such information and data
for this purpose as may be requested. The County reserves the right to inspect (bidder's/offeror's) physical
facilities prior to award to satisfy questions regarding the (bidder's/offeror’s) capabilities. The County further
reserves the right to reject any (bid/proposal) if the evidence submitted by, or investigations of, such
(bidderlofferor) fails to satisfy the County that such (bidderofferor) is properly qualified to carry out the
obligations of the contract and to provide the services and/or furnish the goods contemplated therein.
TESTING AND INSPECTION: The County reserves the right to conduct any test/inspection it may deem
‘advisable to assure goods and services conform to the specifications.
M. ASSIGNMENT OF CONTRACT: A contract shall not be assignable by the contractor in whole or in part
without the written consent of the County.
N. CHANGES TO THE CONTRACT: Changes can be made to the contract in any of the following ways:
1. The parties may agree in writing to modify the terms, conditions, or scope of the contract. Any
additional goods or services to be provided shall be of a sort that is ancillary to the contract goods or
services, or within the same broad product or service categories as were included in the contract
award. Any increase or decrease in the price of the contract resulting from such modification shall be
agreed to by the parties as a part of their written agreement to modify the scope of the contract.
2. The County may order changes within the general scope of the contract at any time by written notice
to the contractor. Changes within the scope of the contract include, but are not limited to, things such
as services to be performed, the method of packing or shipment, and the place of delivery or
installation. The contractor shall comply with the notice upon receipt, unless the contractor intends to
claim an adjustment to compensation, schedule, or other contractual impact that would be caused by
complying with such notice, in which case the contractor shall, in writing, promptly notify the County of
the adjustment to be sought, and before proceeding to comply with the notice, shall await the County's
written decision affirming, modifying, or revoking the prior written notice. If the County decides to issue
a notice that requires an adjustment to compensation, the contractor shall be compensated for any
additional costs incurred as the result of such order and shall give the County a credit for any savings.
Said compensation shall be determined by one of the following methods:
a. By mutual agreement between the parties in writing; or
b. By agreeing upon a unit price or using a unit price set forth in the contract, if the work to be done
can be expressed in units, and the contractor accounts for the number of units of work performed,
subject to the County’s right to audit the contractor’s records and/or to determine the correct
number of units independently.
O. DEFAULT: In case of failure to deliver goods or services in accordance with the contract terms and
conditions, the County, after due oral or written notice, may procure them from other sources and hold the
contractor responsible for any resulting additional purchase and administrative costs. This remedy shall be
in addition to any other remedies which the County may have.
P. TAXES: Sales to the County are normally exempt from State sales tax. State sales and use tax certificates
of exemption will be issued upon request. Deliveries against this contract shall usually be free of Federal
excise and transportation taxes.
Q. USE OF BRAND NAMES: Unless otherwise provided in this solicitation, the name of a certain brand, make
or manufacturer does not restrict (bidders/offerors) to the specific brand, make or manufacturer named, but
conveys the general style, type, character, and quality of the article desired. Any article which the public
body, in its sole discretion, determines to be the equivalent of that specified, considering quality,
workmanship, economy of operation, and suitability for the purpose intended, shall be accepted. The
(bidder/offeror) is responsible to clearly and specifically identify the product being offered and to provide
sufficient descriptive literature, catalog cuts and technical detail to enable the Commonwealth to determine
if the product offered meets the requirements of the solicitation. This is required even if offering the exact
brand, make or manufacturer specified. Normally in competitive sealed bidding only the information
furnished with the bid will be considered in the evaluation. Failure to furnish adequate data for evaluation
purposes may result in declaring a bid nonresponsive. Unless the (bidder/offeror) clearly indicates in its
(bid/proposal) that the product offered is an equivalent product, such (bid/proposal) will be considered to
offer the brand name product referenced in the solicitation.
R. TRANSPORTATION AND PACKAGING: By submitting their (bids/proposals), all (bidders/offerors) certify
and warrant that the price offered for FOB destination includes only the actual freight rate costs at the lowest
and best rate and is based upon the actual weight of the goods to be shipped. Except as otherwise specified
M. ASSIGNMENT OF CONTRACT: A contract shall not be assignable by the contractor in whole or in part
without the written consent of the County.
N. CHANGES TO THE CONTRACT: Changes can be made to the contract in any of the following ways:
1. The parties may agree in writing to modify the terms, conditions, or scope of the contract. Any
additional goods or services to be provided shall be of a sort that is ancillary to the contract goods or
services, or within the same broad product or service categories as were included in the contract
award. Any increase or decrease in the price of the contract resulting from such modification shall be
agreed to by the parties as a part of their written agreement to modify the scope of the contract.
2. The County may order changes within the general scope of the contract at any time by written notice
to the contractor. Changes within the scope of the contract include, but are not limited to, things such
as services to be performed, the method of packing or shipment, and the place of delivery or
installation. The contractor shall comply with the notice upon receipt, unless the contractor intends to
claim an adjustment to compensation, schedule, or other contractual impact that would be caused by
‘complying with such notice, in which case the contractor shall, in writing, promptly notify the County of
the adjustment to be sought, and before proceeding to comply with the notice, shall await the County's
written decision affirming, modifying, or revoking the prior written notice. If the County decides to issue
notice that requires an adjustment to compensation, the contractor shall be compensated for any
additional costs incurred as the result of such order and shall give the County a credit for any savings.
Said compensation shall be determined by one of the following methods:
a. By mutual agreement between the parties in writing; or
b. By agreeing upon a unit price or using a unit price set forth in the contract, if the work to be done
‘can be expressed in units, and the contractor accounts for the number of units of work performed,
subject to the County's right to audit the contractor's records and/or to determine the correct
number of units independently.
0. DEFAULT: In case of failure to deliver goods or services in accordance with the contract terms and
‘conditions, the County, after due oral or written notice, may procure them from other sources and hold the
contractor responsible for any resulting additional purchase and administrative costs. This remedy shall be
in addition to any other remedies which the County may have.
P. TAXES: Sales to the County are normally exempt from State sales tax. State sales and use tax certificates
of exemption will be issued upon request. Deliveries against this contract shall usually be free of Federal
‘excise and transportation taxes.
Q. USE OF BRAND NAMES: Unless otherwise provided in this solicitation, the name of a certain brand, make
or manufacturer does not restrict (bidders/offerors) to the specific brand, make or manufacturer named, but
conveys the general style, type, character, and quality of the article desired. Any article which the public
body, in its sole discretion, determines to be the equivalent of that specified, considering quality,
workmanship, economy of operation, and suitability for the purpose intended, shall be accepted. The
(bidder/offeror) is responsible to clearly and specifically identify the product being offered and to provide
sufficient descriptive literature, catalog cuts and technical detail to enable the Commonwealth to determine
if the product offered meets the requirements of the solicitation. This is required even if offering the exact
brand, make or manufacturer specified. Normally in competitive sealed bidding only the information
furnished with the bid will be considered in the evaluation. Failure to furnish adequate data for evaluation
purposes may result in declaring a bid nonresponsive. Unless the (bidder/offeror) clearly indicates in its
(bid/proposal) that the product offered is an equivalent product, such (bid/proposal) will be considered to
offer the brand name product referenced in the solicitation.
R. TRANSPORTATION AND PACKAGING: By submitting their (bids/proposals), all (bidders/offerors) certify
‘and warrant that the price offered for FOB destination includes only the actual freight rate costs at the lowest
and best rate and is based upon the actual weight of the goods to be shipped. Except as otherwise specified
herein, standard commercial packaging, packing, and shipping containers shall be used. All shipping
containers shall be legibly marked or labeled on the outside with purchase order number, commodity
description, and quantity.
S. INSURANCE: By signing and submitting a bid or proposal under this solicitation, the bidder or offeror
certifies that if awarded the contract, it will have the following insurance coverage at the time the contract
is awarded. For construction contracts, if any subcontractors are involved, the subcontractor will have
workers’ compensation insurance in accordance with §§ 2.2-4332 and 65.2-800 et seq. of the Code of
Virginia. The bidder or offeror further certifies that the contractor and any subcontractors will maintain these
insurance coverages during the entire term of the contract and that all insurance coverage will be provided
by insurance companies authorized to sell insurance in Virginia by the Virginia State Corporation
Commission.
MINIMUM INSURANCE COVERAGES AND LIMITS:
1. Workers’ Compensation - Statutory requirements and benefits. Coverage is compulsory for employers
of three or more employees, to include the employer. Contractors who fail to notify the County of
increases in the number of employees that change their workers’ compensation requirements under
the Code of Virginia during the course of the contract shall be in noncompliance with the contract.
2. Employer’s Liability - $100,000.
3. Commercial General Liability - $1,000,000 per occurrence and $2,000,000 in the aggregate.
Commercial General Liability is to include bodily injury and property damage, personal injury and
advertising injury, products and completed operations coverage. The Commonwealth of Virginia shall
be added as an additional insured to the policy by an endorsement.
4. Automobile Liability - $1,000,000 combined single limit. (Required only if a motor vehicle not owned by
the Commonwealth is to be used in the contract. Contractor must assure that the required coverage is
maintained by the Contractor (or third-party owner of such motor vehicle.)
Profession/Service Limits
Architecture $2,000,000 per occurrence, $6,000,000 aggregate
Asbestos Design, Inspection Contractors $1,000,000 per occurrence, $3,000,000 aggregate
Landscape/Architecture $1,000,000 per occurrence, $1,000,000 aggregate
Professional Engineer $2,000,000 per occurrence, $6,000,000 aggregate
Surveying $1,000,000 per occurrence, $1,000,000 aggregate
T. ANNOUNCEMENT OF AWARD: Upon the award or the announcement of the decision to award a contract
as a result of this solicitation, the County will publicly post such notice on the DGS/DPS eVA VBO
(www.eva.virginia.gov) for a minimum of 10 days.
U. DRUG-FREE WORKPLACE: Applicable for all contracts over $10,000:
During the performance of this contract, the contractor agrees to (i) provide a drug-free workplace for the
contractor's employees; (ii) post in conspicuous places, available to employees and applicants for
employment, a statement notifying employees that the unlawful manufacture, sale, distribution,
dispensation, possession, or use of a controlled substance or marijuana is prohibited in the contractor's
workplace and specifying the actions that will be taken against employees for violations of such prohibition;
(iii) state in all solicitations or advertisements for employees placed by or on behalf of the contractor that
the contractor maintains a drug-free workplace; and (iv) include the provisions of the foregoing clauses in
every subcontract or purchase order of over $10,000, so that the provisions will be binding upon each
subcontractor or vendor.
For the purposes of this section, “drug-free workplace” means a site for the performance of work done in
connection with a specific contract awarded to a contractor, the employees of whom are prohibited from
herein, standard commercial packaging, packing, and shipping containers shall be used. All shipping
containers shall be legibly marked or labeled on the outside with purchase order number, commodity
description, and quantity.
INSURANCE: By signing and submitting a bid or proposal under this solicitation, the bidder or offeror
certifies that if awarded the contract, it will have the following insurance coverage at the time the contract
is awarded. For construction contracts, if any subcontractors are involved, the subcontractor will have
workers’ compensation insurance in accordance with §§ 2.2-4332 and 65.2-800 et seq. of the Code of
Virginia. The bidder or offeror further certifies that the contractor and any subcontractors will maintain these
insurance coverages during the entire term of the contract and that all insurance coverage will be provided
by insurance companies authorized to sell insurance in Virginia by the Virginia State Corporation
Commission.
MINIMUM INSURANCE COVERAGES AND LIMITS:
1. Workers’ Compensation - Statutory requirements and benefits. Coverage is compulsory for employers
of three or more employees, to include the employer. Contractors who fail to notify the County of
increases in the number of employees that change their workers’ compensation requirements under
the Code of Virainia during the course of the contract shall be in noncompliance with the contract.
2. Employer's Liability - $100,000,
3. Commercial General Liability - $1,000,000 per occurrence and $2,000,000 in the aggregate.
Commercial General Liability is to include bodily injury and property damage, personal injury and
advertising injury, products and completed operations coverage. The Commonwealth of Virginia shall
be added as an additional insured to the policy by an endorsement.
4, Automobile Liability - $1,000,000 combined single limit. (Required only if a motor vehicle not owned by
the Commonwealth is to be used in the contract. Contractor must assure that the required coverage is
maintained by the Contractor (or third-party owner of such motor vehicle.)
Profession/Service Limits
Architecture $2,000,000 per occurrence, $6,000,000 aggregate
Asbestos Design, Inspection Contractors $1,000,000 per occurrence, $3,000,000 aggregate
Landscape/Architecture $1,000,000 per occurrence, $1,000,000 aggregate
Professional Engineer $2,000,000 per occurrence, $6,000,000 aggregate
Surveying $1,000,000 per occurrence, $1,000,000 aggregate
ANNOUNCEMENT OF AWARD: Upon the award or the announcement of the decision to award a contract
as a result of this solicitation, the County will publicly post such notice on the DGS/DPS eVA VBO
(www.eva.virginia.gov) for a minimum of 10 days.
DRUG-FREE WORKPLAC
pplicable for all contracts over $10,000:
During the performance of this contract, the contractor agrees to (i) provide a drug-free workplace for the
contractor's employees; (ii) post in conspicuous places, available to employees and applicants for
employment, a statement notifying employees that the unlawful manufacture, sale, distribution,
dispensation, possession, or use of a controlled substance or marijuana is prohibited in the contractor's,
workplace and specifying the actions that will be taken against employees for violations of such prohibition;
(ii) state in all solicitations or advertisements for employees placed by or on behalf of the contractor that
the contractor maintains a drug-free workplace; and (iv) include the provisions of the foregoing clauses in
every subcontract or purchase order of over $10,000, so that the provisions will be binding upon each
subcontractor or vendor.
For the purposes of this section, “drug-free workplace” means a site for the performance of work done in
connection with a specific contract awarded to a contractor, the employees of whom are prohibited from
engaging in the unlawful manufacture, sale, distribution, dispensation, possession or use of any controlled
substance or marijuana during the performance of the contract.
V. NONDISCRIMINATION OF CONTRACTORS: A bidder, offeror, or contractor shall not be discriminated
against in the solicitation or award of this contract because of race, religion, color, sex, sexual orientation,
gender identity, national origin, age, disability, faith-based organizational status, any other basis prohibited
by state law relating to discrimination in employment or because the bidder or offeror employs ex-offenders
unless the state agency, department or institution has made a written determination that employing ex-
offenders on the specific contract is not in its best interest. If the award of this contract is made to a faith-
based organization and an individual, who applies for or receives goods, services, or disbursements
provided pursuant to this contract objects to the religious character of the faith-based organization from
which the individual receives or would receive the goods, services, or disbursements, the public body shall
offer the individual, within a reasonable period of time after the date of his objection, access to equivalent
goods, services, or disbursements from an alternative provider.
W. eVA BUSINESS-TO-GOVERNMENT VENDOR REGISTRATION, CONTRACTS, AND ORDERS:
The eVA Internet electronic procurement solution, web site portal www.eVA.virginia.gov, streamlines and
automates government purchasing activities in the Commonwealth. The eVA portal is the gateway for
vendors to conduct business with state agencies and public bodies. All vendors desiring to provide goods
and/or services to the County shall participate in the eVA Internet e-procurement solution by completing
the free eVA Vendor Registration. All bidders or offerors must register in eVA and pay the Vendor
Transaction Fees specified below; failure to register will result in the bid/proposal being rejected.
Vendor transaction fees are determined by the date the original purchase order is issued and the current
fees are as follows:
a. For orders issued July 1, 2014, and after, the Vendor Transaction Fee is:
(i) DSBSD-certified Small Businesses: 1%, capped at $500 per order.
(ii) Businesses that are not DSBSD-certified Small Businesses: 1%, capped at $1,500 per
order.
b. Refer to Special Term and Condition “eVA Orders and Contracts” to identify the number of
purchase orders that will be issued as a result of this solicitation/contract with the eVA
transaction fee specified above assessed for each order.
The specified vendor transaction fee will be invoiced, by the Commonwealth of Virginia Department
of General Services, typically within 60 days of the order issue date. Any adjustments
(increases/decreases) will be handled through purchase order changes.
X. SET-ASIDES IN ACCORDANCE WITH THE SMALL BUSINESS ENHANCEMENT AWARD PRIORITY:
This solicitation is set-aside for award priority to DSBSD-certified micro businesses or small businesses
when designated as “Micro Business Set-Aside Award Priority” or “Small Business Set-Aside Award
Priority” accordingly in the solicitation. DSBSD-certified micro businesses or small businesses also
includes DSBSD-certified women-owned and minority-owned businesses when they have received the
DSBSD small business certification. For purposes of award, bidders/offerors shall be deemed micro
businesses or small businesses if and only if they are certified as such by DSBSD on the due date for
receipt of bids/proposals.
Z. BID PRICE CURRENCY: Unless stated otherwise in the solicitation, bidders/offerors shall state bid/offer
prices in US dollars.
AA. AUTHORIZATION TO CONDUCT BUSINESS IN THE COMMONWEALTH: A contractor organized as
a stock or nonstock corporation, limited liability company, business trust, or limited partnership or
registered as a registered limited liability partnership shall be authorized to transact business in the
Commonwealth as a domestic or foreign business entity if so, required by Title 13.1 or Title 50 of the Code
‘engaging in the unlawful manufacture, sale, distribution, dispensation, possession or use of any controlled
‘substance or marijuana during the performance of the contract.
NONDISCRIMINATION OF CONTRACTORS: A bidder, offeror, or contractor shall not be discriminated
against in the solicitation or award of this contract because of race, religion, color, sex, sexual orientation,
gender identity, national origin, age, disability, faith-based organizational status, any other basis prohibited
by state law relating to discrimination in employment or because the bidder or offeror employs ex-offenders
unless the state agency, department or institution has made a written determination that employing ex-
offenders on the specific contract is not in its best interest. If the award of this contract is made to a faith-
based organization and an individual, who applies for or receives goods, services, or disbursements
provided pursuant to this contract objects to the religious character of the faith-based organization from
which the individual receives or would receive the goods, services, or disbursements, the public body shall
offer the individual, within a reasonable period of time after the date of his objection, access to equivalent
goods, services, or disbursements from an alternative provider.
eVA BUSINESS-TO-GOVERNMENT VENDOR REGISTRATION, CONTRACTS, AND ORDERS:
The eVA Internet electronic procurement solution, web site portal www.eVA.virginia.gov, streamlines and
automates government purchasing activities in the Commonwealth. The eVA portal is the gateway for
vendors to conduct business with state agencies and public bodies. All vendors desiring to provide goods
and/or services to the County shall participate in the eVA Internet e-procurement solution by completing
the free eVA Vendor Registration. All bidders or offerors must register in eVA and pay the Vendor
Transaction Fees specified below; failure to register will result in the bid/proposal being rejected,
Vendor transaction fees are determined by the date the original purchase order is issued and the current
fees are as follows:
a. For orders issued July 1, 2014, and after, the Vendor Transaction Fee is:
(i) DSBSD-certified Small Businesses: 1%, capped at $500 per order.
(i) Businesses that are not DSBSD-certified Small Businesses: 1%, capped at $1,500 per
order.
b. Refer to Special Term and Condition “eVA Orders and Contracts” to identify the number of
purchase orders that will be issued as a result of this solicitation/contract with the eVA
transaction fee specified above assessed for each order.
The specified vendor transaction fee will be invoiced, by the Commonwealth of Virginia Department
of General Services, typically within 60 days of the order issue date. Any adjustments
(increases/decreases) will be handled through purchase order changes.
SET-ASIDES IN ACCORDANCE WITH THE SMALL BUSINESS ENHANCEMENT AWARD PRIORITY:
This solicitation is set-aside for award priority to DSBSD-certified micro businesses or small businesses
when designated as “Micro Business Set-Aside Award Priority” or “Small Business Set-Aside Award
Priority" accordingly in the solicitation. DSBSD-certified micro businesses or small businesses also
includes DSBSD-certified women-owned and minority-owned businesses when they have received the
DSBSD small business certification. For purposes of award, bidders/offerors shall be deemed micro
businesses or small businesses if and only if they are certified as such by DSBSD on the due date for
receipt of bids/proposals.
BID PRICE CURRENCY: Unless stated otherwise in the solicitation, bidders/offerors shall state bid/offer
prices in US dollars.
AUTHORIZATION TO CONDUCT BUSINESS IN THE COMMONWEALTH: A contractor organized as
‘a stock or nonstock corporation, limited liability company, business trust, or limited partnership or
registered as a registered limited liability partnership shail be authorized to transact business in the
Commonwealth as a domestic or foreign business entity if so, required by Title 13.1 or Title 50 of the Code
of Virginia or as otherwise required by law. Any business entity described above that enters into a contract
with a public body pursuant to the Virginia Public Procurement Act shall not allow its existence to lapse or
its certificate of authority or registration to transact business in the Commonwealth, if so, required under
Title 13.1 or Title 50, to be revoked or cancelled at any time during the term of the contract. A public body
may void any contract with a business entity if the business entity fails to remain in compliance with the
provisions of this section.
BB. CIVILITY IN STATE WORKPLACES: The contractor shall take all reasonable steps to ensure that no
individual, while performing work on behalf of the contractor or any subcontractor in connection with this
agreement (each, a “Contract Worker”), shall engage in 1) harassment (including sexual harassment),
bullying, cyber-bullying, or threatening or violent conduct, or 2) discriminatory behavior on the basis of
race, sex, color, national origin, religious belief, sexual orientation, gender identity or expression, age,
political affiliation, veteran status, or disability.
The contractor shall provide each Contract Worker with a copy of this Section and will require Contract
Workers to participate in County training on civility in the State workplace if contractor’s (and any
subcontractor’s) regular mandatory training programs do not already encompass equivalent or greater
expectations. Upon request, the contractor shall provide documentation that each Contract Worker has
received such training.
For purposes of this Section, “State workplace” includes any location, permanent or temporary, where a
Commonwealth employee performs any work-related duty or is representing his or her agency, as well as
surrounding perimeters, parking lots, outside meeting locations, and means of travel to and from these
locations. Communications are deemed to occur in a State workplace if the Contract Worker reasonably
should know that the phone number, email, or other method of communication is associated with a State
workplace or is associated with a person who is a State employee.
The County may require, at its sole discretion, the removal and replacement of any Contract Worker who
the County reasonably believes to have violated this Section.
This Section creates obligations solely on the part of the contractor. Employees or other third parties may
benefit incidentally from this Section and from training materials or other communications distributed on
this topic, but the Parties to this agreement intend this Section to be enforceable solely by the
Commonwealth and not by employees or other third parties.
BB.
of Virginia or as otherwise required by law. Any business entity described above that enters into a contract
with a public body pursuant to the Virginia Public Procurement Act shall not allow its existence to lapse or
its certificate of authority or registration to transact business in the Commonwealth, if so, required under
Title 13.1 of Title 50, to be revoked or cancelled at any time during the term of the contract. A public body
may void any contract with a business entity if the business entity fails to remain in compliance with the
provisions of this section.
CIVILITY IN STATE WORKPLACES: The contractor shall take all reasonable steps to ensure that no
individual, while performing work on behalf of the contractor or any subcontractor in connection with this
agreement (each, a “Contract Worker’), shall engage in 1) harassment (including sexual harassment),
bullying, cyber-bullying, or threatening or violent conduct, or 2) discriminatory behavior on the basis of
race, sex, color, national origin, religious belief, sexual orientation, gender identity or expression, age,
political affiliation, veteran status, or disability
The contractor shall provide each Contract Worker with a copy of this Section and will require Contract
Workers to participate in County training on civility in the State workplace if contractor's (and any
subcontractor's) regular mandatory training programs do not already encompass equivalent or greater
expectations. Upon request, the contractor shall provide documentation that each Contract Worker has
received such training.
For purposes of this Section, “State workplace” includes any location, permanent or temporary, where a
Commonwealth employee performs any work-related duty or is representing his or her agency, as well as
surrounding perimeters, parking lots, outside meeting locations, and means of travel to and from these
locations. Communications are deemed to occur in a State workplace if the Contract Worker reasonably
should know that the phone number, email, or other method of communication is associated with a State
workplace or is associated with a person who is a State employee.
The County may require, at its sole discretion, the removal and replacement of any Contract Worker who
the County reasonably believes to have violated this Section.
This Section creates obligations solely on the part of the contractor. Employees or other third parties may
benefit incidentally from this Section and from training materials or other communications distributed on
this topic, but the Parties to this agreement intend this Section to be enforceable solely by the
Commonwealth and not by employees or other third parties,
Russell County Virginia
“The Heart of Southwest Virginia”
Oris Christian David Eaton
At-Large District 4
Lou Ann Wallace Rebecca Dye, Chairperson Steve Breeding
District 2 District 6 District 5
Carl Rhea Tim Lovelace, Vice-Chairman Lonzo Lester
District 3 District 1 County Administrator
Russell County Government Center
137 Highland Drive · Lebanon, Virginia 24266 · (276) 889-8000 · Fax (276) 889-8011
www.russellcountyva.us
REQUESTS FOR QUALIFICATIONS
BOARD OF SUPERVISORS OF RUSSELL COUNTY, VIRGINIA
The Board of Supervisors of Russell County, Virginia, hereinafter referred to as “The
Board”, hereby issues to qualified firms and individuals, a Request for Qualifications
(hereinafter referred to as “RFQ”) The Board proposes to award a contract for consulting
services to assist the Board with building inspection services for a substantial industrial
regional project. Services are anticipated to include but are not limited to providing
professional environmental and engineering services relating to Erosion and Sediment
Control and Industrial Building Inspection Services.
Statements of Qualification will be evaluated based on the following information:
1. Experience and qualifications of firms or individuals.
2. Offeror’s past work experience with substantial industrial projects.
3. Relevant experience in providing similar services.
4. Capability to meet time schedules and budget requirements.
5. Location of offeror’s staff and/or offices in relation to Russell County.
Proposals are due before 11:00 a.m., on Tuesday, July 6, 2021, and shall be addressed
to Lonzo Lester, County Administrator, Russell County, Virginia, in care of Chafin Law
Firm, P.C., at 44 East Main Street, P.O. Box 1210, Lebanon, VA 24266.
Applicants will be ranked, and negotiations will begin with the top-ranked applicant in
accordance with applicable Virginia Procurement requirements. If a contract satisfactory
and advantageous to the Board can be negotiated at a price considered fair and
reasonable, the award will be made to that applicant. Otherwise, negotiations with the
applicant ranked first will be formally terminated and negotiations will be conducted with
the applicant ranked second, and so on, until a satisfactory contract is reached. The Board
reserves the right to reject any and/or all proposals.
Authorized By:
Board of Supervisors of Russell County, Virginia
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Russell County Virginia
“The Heart of Southwest Virginia”
ris Christian David Eaton
At-Large District 4
Lou Ann Wallace Rebecca Dye, Chairperson Stove Breeding
District 2 District 6 District 5
Carl Rhea Tim Lovelace, Vice-Chairman Lonzo Lester
District 3 District 1 Gounty Administrator
BOARD OF SUPERVISORS OF RUSSELL COUNTY, VIRGINIA
The Board of Supervisors of Russell County, Virginia, hereinafter referred to as “The
Board”, hereby issues to qualified firms and individuals, a Request for Qualifications
(hereinafter referred to as “RFQ”
‘Statements of Qualification will be evaluated based on the following information:
of firms or individuals.
EON
Proposals are due before 11:00 a.m., on Tuesday, July 6, 2021, and shall be addressed
to Lonzo Lester, County Administrator, Russell County, Virginia, in care of Chafin Law
Firm, P.C., at 44 East Main Street, P.O. Box 1210, Lebanon, VA 24266.
Authorized By:
Board of Supervisors of Russell County, Virginia
Russell County Government Center
137 Highland Drive - Lebanon, Virginia 24266 - (276) 889-8000 - Fax (276) 889-8011
www.russellcountyva.us
From: Lonzo Lester
To: [email protected]
Subject: OFFICIAL ELECT ADVISORY - Waiver to Administer an Existing Split Precinct
Date: Thursday, July 29, 2021 10:06:00 AM
Attachments: image.png
From: General Registrar <[email protected]>
Subject: FWD: OFFICIAL ELECT ADVISORY - Waiver to Administer an Existing Split Precinct
Lonzo and Katie,
Please see the advisory below from the Virginia Department of Elections.
Under the provisions of 24.2-307, localities are required to comply with the following
Each precinct shall be wholly contained within a single congressional district, Senate district,
House of Delegates district, and election district used for the election of one or more members
of the governing body or school board for the county or city. In each year ending in one, the
governing body of each county and city shall establish the precinct boundaries to be consistent
with any congressional district, Senate district, House of Delegates district, and local election
district that was adopted by the appropriate authority by June 15 of that year. If congressional
districts, Senate districts, House of Delegates districts, or local election districts have not been
adopted by the appropriate authority by June 15 of a year ending in one, the governing body
may use the congressional districts, Senate districts, House of Delegates districts, or local
election districts as such districts existed on June 15 of that year as the basis for establishing
the precinct boundaries to be used for the elections to be held in November of that year. Such
governing body shall establish precinct boundaries to be consistent with any subsequent
changes to the congressional districts, Senate districts, House of Delegates districts, or local
election districts. If a governing body is unable to establish a precinct with the minimum
number of registered voters without splitting the precinct between two or more congressional
districts, Senate districts, House of Delegates districts, or local election districts, it shall apply
to the State Board for a waiver to administer a split precinct. The State Board may grant the
waiver or direct the governing body to establish a precinct with fewer than the minimum
number of registered voters as permitted by § 24.2-309. A governing body granted a waiver to
administer a split precinct or directed to establish a precinct with fewer than the minimum
number of registered voters may use such a precinct for any election held that year.
Given the delay in Redistricting activities due to delayed Census data, the state will be
granting waivers for the curing of the split precincts, as detailed above.
Under the provisions of 24.2-307, Russell County has the following split precincts in need of a
waiver.
Precinct Name Split Type
New Garden House of Delegates 3 & 4
Cleveland Town Boundary
Lebanon Town Boundary
Honaker Town Boundary
mailto:[email protected]
mailto:[email protected]
mailto:[email protected]
https://law.lis.virginia.gov/vacode/24.2-309/
From: ‘Lonzo Lester
To: ‘[email protected]
Subject: OFFICIAL ELECT ADVISORY - Waiver to Administer an Existing Split Precinct
Date: Thursday, July 29, 2021 10:06:00 AM
‘Attachments: image.ong
From: General Registrar <[email protected]>
Subject: FWD: OFFICIAL ELECT ADVISORY - Waiver to Administer an Existing Split Precinct
Lonzo and Katie,
Please see the advisory below from the Virginia Department of Elections.
Under the provisions of 24.2-307, localities are required to comply with the following
Each precinct shall be wholly contained within a single congressional district, Senate district,
House of Delegates district, and election district used for the election of one or more members
of the governing body or school board for the county or city. In each year ending in one, the
governing body of each county and city shall establish the precinct boundaries to be consistent
with any congressional district, Senate district, House of Delegates district, and local election
district that was adopted by the appropriate authority by June 15 of that year. If congressional
districts, Senate districts, House of Delegates districts, or local election districts have not been
adopted by the appropriate authority by June 15 of a year ending in one, the governing body
may use the congressional districts, Senate districts, House of Delegates districts, or local
election districts as such districts existed on June 15 of that year as the basis for establishing
the precinct boundaries to be used for the elections to be held in November of that year. Such
governing body shall establish precinct boundaries to be consistent with any subsequent
changes to the congressional districts, Senate districts, House of Delegates districts, or local
election districts. If.a governing body is unable to establish a precinct with the minimum
number of registered voters without splitting the precinct between two or more congressional
districts, Senate districts, House of Delegates districts, or local election districts, it shall apply
to the State Board for a waiver to administer a split precinct. The State Board may grant the
waiver or direct the governing body to establish a precinct with fewer than the minimum
number of registered voters as permitted by § 24.2-309. A governing body granted a waiver to
administer a split precinct or directed to establish a precinct with fewer than the minimum
number of registered voters may use such a precinct for any election held that year.
Given the delay in Redistricting activities due to delayed Census data, the state will be
granting waivers for the curing of the split precincts, as detailed above.
Under the provisions of 24.2-307, Russell County has the following split precincts in need of a
waiver.
Precinct Name Split Type
New Garden House of Delegates 3 & 4
Cleveland Town Boundary
Lebanon Town Boundary
Honaker Town Boundary
In order to request this waiver, I will need to provide the Department of Elections with a copy
of the minutes from a Board of Supervisors meeting, in which the governing body formally
requests a waiver until such a time as redistricting can be completed.
Please add this item to the next available BOS meeting.
Please let me know if you have any questions.
Thank you,
Diana
Diana R. Shorter
Director of Elections & General Registrar
County of Russell
PO Box 383
Lebanon, VA 24266
Phone: (276)889-8006
Fax : (276)889-8022
Official ELECT Advisory
SUBJECT: Waiver to Administer an Existing Split Precinct
WHY THIS IS NEEDED: The Code of Virginia § 24.2-307 requires the elimination of split precincts
for elections held in November, 2021 and all subsequent elections.
HOW THIS AFFECTS YOU: The governing bodies of localities are required to establish precincts that
are wholly contained within a single congressional district, Senate district, House of Delegates district,
and local election district. If a governing body is unable to establish a precinct with the minimum
number of registered voters without splitting the precinct, it may apply for a waiver. Additionally, if
precinct boundaries that are consistent with any Congressional district, Senate district, House of
Delegates district, and local election district that will be adopted by the appropriate authority, cannot be
established before the 60 day precinct change prohibition pursuant to § 24.2-306, a governing body
may request a waiver.
ACTIONS NEEDED: As delegated by the State Board of Elections on March 31, 2021, ELECT has
created a simple waiver application for localities to request to administer a split precinct(s), which the
governing body must approve to apply for.
Once approved by the governing body, a general registrar can fill out the waiver application and attach
the governing body’s meeting minutes or resolution. A locality may only administer a split precinct for
elections held in the year the waiver is granted.
https://law.lis.virginia.gov/vacode/title24.2/chapter3/section24.2-307/
https://law.lis.virginia.gov/vacode/title24.2/chapter3/section24.2-306/
In order to request this waiver, I will need to provide the Department of Elections with a copy
of the minutes from a Board of Supervisors meeting, in which the governing body formally
requests a waiver until such a time as redistricting can be completed.
Please add this item to the next available BOS meeting.
Please let me know if you have any questions.
Thank you,
Diana
Diana R. Shorter
Director of Elections & General Registrar
County of Russell
PO Box 383
Lebanon, VA 24266
Phone: (276)889-8006
Fax : (276)889-8022
* VIRGINIA *
DEPARTMENT of ELECTIONS
Official ELECT Advisory
SUBJECT: Waiver to Administer an Existing Split Precinct
WHY THIS IS NEEDED: The Code of Virginia § 24.2-307 requires the elimination of split precincts
for elections held in November, 2021 and all subsequent elections
HOW THIS AFFECTS YOU: The governing bodies of localities are required to establish precincts that
are wholly contained within a single congressional district, Senate district, House of Delegates district,
and local election district. If a governing body is unable to establish a precinct with the minimum,
number of registered voters without splitting the precinct, it may apply for a waiver. Additionally, if
precinct boundaries that are consistent with any Congressional district, Senate district, House of
Delegates district, and local election district that will be adopted by the appropriate authority, cannot be
established before the 60 day precinct change prohibition pursuant to § 24.2=306, a governing body
may request a waiver.
ACTIONS NEEDED: As delegated by the State Board of Elections on March 31, 2021, ELECT has
created a simple waiver application for localities to request to administer a split precinct(s), which the
governing body must approve to apply for.
Once approved by the governing body, a general registrar can fill out the waiver application and attach
the governing body's meeting minutes ar resolution. A locality may only administer a split precinct for
elections held in the year the waiver is granted,
Board of Supervisors Action Item C-1 – C-8
137 Highland Drive Presenter: Administrator
Lebanon, VA 24266
Meeting: 8/2/21 6:00 PM
County Administrator Reports & Requests
The County Administrator Reports & Request for August 2021:
REPORTS
1. VA Department of Agriculture Animal Shelter Inspection Report………………C-1
2. VDOT August 2021 BOS Update Report……………………………………………..C-2
3. American Rescue Plan – Economic Development Program/Grants……………C-3
REQUESTS
4. Voter Redistricting Steering Committee……..……………………………………...C-4
5. VA Brownfields Assistance Fund - $50,000………………………………………...C-5
6. Virginia Department of Fire Programs Grant - $90,786…………………………...C-6
7. Deputy Emergency Management Coordinator Position – (Part-Time)…………C-7
8. Spinal Muscular Atrophy Awareness Day Proclamation .………………………..C-8
STAFF RECOMMENDATION(s):
Board Discretion.
Russell County Government Center
137 Highland Drive · Lebanon, Virginia 24266 · (276) 889-8000 · Fax (276) 889-8011
www.russellcountyva.us
http://www.russellcountyva.us/
http://www.russellcountyva.us/
Board of Supervisors Action Item C-1 - C-8
137 Highland Drive Presenter: Administrator
Lebanon, VA 24266
Meeting: 8/2/21 6:00 PM
County Administrator Reports & Requests
The County Administrator Reports & Request for August 2021:
REPORTS
4. VA Department of Agriculture Animal Shelter Inspection Report.
2. VDOT August 2021 BOS Update Report.
3. American Rescue Plan - Economic Development Program/Grants....
REQUESTS
4. Voter Redistricting Steering Committee.
5. VA Brownfields Assistance Fund - $50,000...
6. Virginia Department of Fire Programs Grant - $90,78
7. Deputy Emergency Management Coordinator Position — (Part-Time)...
8. Spinal Muscular Atrophy Awareness Day Proclamation .
STAFF RECOMMENDATION(s):
Board Discretion,
Russell County Government Center
137 Highland Drive - Lebanon, Virginia 24266 - (276) 889-8000 - Fax (276) 889-8011
www. russellcountyva.us
VircintA DEPARTMENT
OF AGRICULTURE AND
ConsuMeR SERVICES |
Facility Name/ID:
41) Animals on premises. Drihspected C1 Not Inspected - Explain:
2) Animal enclosures. ‘Diiihspected 1 Not Inspected - Explain:
3) Areas of facility. (inspected C1 Not Inspected ~ Explain: -
4) Methods of animal euthanasia, iat inspected 1 Not Inspected - Explain:
£8) Othor (specify or indicate "WA: ) / |
a ‘No Violations Cited
Violations Cited (Details of the violations will be provided in an Inspection Summary and included in the Inspection Report and mailed to the
responsible authority. The Inspection Report will also include information regarding questions or submission of a response upon receipt ofthe report)
1 3.2-6503 (12 VAC 5-111-20 (A) 2 VAC 5-111-30 (C) 2 VAC 5-150-120
13.2-6546 (8) 112 VAC 5-11-20 (8) 112 VAC 5-111-40 (A) 1 2VAC 5-150-130
1 3.2-6546 (C) 2 VAC 5-111-20 (C) C2 VAC 5-111-40 (8) 12 VAC 5-150-140
1 3.2-6546 (0) 2 VAC §-111-20 (0) 11.2 VAC5-111-40 (C)
03.2.6557 O12 Vac 5-111-20 (E) 112 VAC 5-111-40 (0) o
3.26574 2 VAC 5-111-30 (A)
113.2-6575 C12 VAC 5-11-30 Bl a o
D Virginia Administrative ve Code, THe2, Agency 5, Chapter _ Pablo and vate Animal Shells
Virginia Administrative Code, Title 2, Agency 5, Chapter 150 "Rules and Regulations Governing the Transportation of Companion Animals”
[VOACS Guidance Document “Guidelines Governing the Veterinary Protocols Required by Virginia Administrative Code 2 VAC 8-11-30"
D1 Division Administrative Directive 79-1 "Methods Prescribed or Approved for Animal Euthanasia and Competency Certification Requirements”
D1 VDACS Form “Animal Custody Record”
D Virginia Animal Shelter Civil Penalty Matrix - Guidelines for Enforcement
Ci other (Speci)
‘Name:
REVIEWED WITH: Printed Name.
Signature. Date.
VDACS AC-10 (rev. 07/19)
Russell County BOS
VDOT Update
August 2, 2021
Route 615 Slide (Back Valley)
VDOT is nearing completion of a plan of action for this slide. The anticipated repairs are
anticipated to focus on stabilizing the road platform. Efforts are continuing to identify funding for the
repairs.
Pure Salmon Project
VDOT has received the internal road plans for the project. The proposed connection to Route 19
was previously approved. We understand Industrial Access funds may be pursued for the
construction of the road. The residency will review the plans with Industrial Access fund
requirements in mind.
Three Rivers Destination Center
The residency understands plans are moving forward for the welcome center in St Paul along
Alternate Route 58. Residency staff look forward to reviewing plans for the project.
Maintenance Activities
Maintenance crews are actively involved in a variety of activities. Some hand patching continues
as work load and weather conditions allow. Patching activities are anticipated to continue through
the summer interspersed with other maintenance activities.
Slurry sealing and repaving of various routes within the County basically complete.
Mowing continues on 2-lane primary secondary routes.
Stabilized (gravel) roads are being worked along with ditching at various locations in the County.
The drain pipe replacement on Rt 67 just west of the intersection with Pine Creek has been
rescheduled and is anticipated to be completed in August.
The section of Route 601 impacted by slide repairs last fall has been repaved.
Tumbez Hollow Rural Rustic Drainage Resolution
Residency staff is continuing work on an agreement with a private landowner for other work
included in the project as well as continuing environmental permitting efforts.
Thomas Warner Rural Rustic Project
The residency has not yet received environmental clearance yet, but intends to begin construction
shortly after receiving clearance.
Russell County BOS
VDOT Update
August 2, 2021
Route 615 Slide (Back Valley)
VDOT is nearing completion of a plan of action for this slide. The anticipated repairs are
anticipated to focus on stabilizing the road platform. Efforts are continuing to identify funding for the
repairs.
Pure Salmon Project
VDOT has received the internal road plans for the project. The proposed connection to Route 19
was previously approved. We understand Industrial Access funds may be pursued for the
construction of the road. The residency will review the plans with Industrial Access fund
requirements in mind.
Three
ers Destination Center
The residency understands plans are moving forward for the welcome center in St Paul along
Alternate Route 58. Residency staff look forward to reviewing plans for the project.
Maintenance Act S
Maintenance crews are actively involved in a variety of activities. Some hand patching continues
as work load and weather conditions allow. Patching activities are anticipated to continue through
the summer interspersed with other maintenance activities.
Slurry sealing and repaving of various routes within the County basically complete.
Mowing continues on 2-lane primary secondary routes.
Stabilized (gravel) roads are being worked along with ditching at various locations in the County.
The drain pipe replacement on Rt 67 just west of the intersection with Pine Creek has been
rescheduled and is anticipated to be completed in August.
The section of Route 601 impacted by slide repairs last fall has been repaved.
Tumbez Hollow Rural Rustic Drainage Resolution
Residency staff is continuing work on an agreement with a private landowner for other work
included in the project as well as continuing environmental permitting efforts.
Thomas Warner Rural Rustic Project
The residency has not yet received environmental clearance yet, but intends to begin construction
shortly after receiving clearance.
Construction Projects
The bridge replacement on Route 663 (Rocky Fork Road) for which the Board approved closure of
the route in June will be closed on or near September 1st. This is a slight delay from the original
anticipated closure date but the completion date of early December is not anticipated to be
impacted.
Residency staff stand ready to respond to inquiries and provide explanations but also offer the 1-
800-FOR-ROAD call to enter work order requests into VDOT’s tracking system.
Construction Projects
The bridge replacement on Route 663 (Rocky Fork Road) for which the Board approved closure of
the route in June will be closed on or near September 1*., This is a slight delay from the original
anticipated closure date but the completion date of early December is not anticipated to be
impacted.
Residency staff stand ready to respond to inquiries and provide explanations but also offer the 1-
800-FOR-ROAD call to enter work order requests into VDOT's tracking system.
1
Lonzo Lester
From: Bebber, John <[email protected]>
Sent: Wednesday, July 28, 2021 1:49 PM
To: Bebber, John
Subject: New Funding, Resources and More
Attachments: EDA_ARP_Release+FactSheet_FINAL_7.21.pdf
Greetings,
I wanted to pass along the below email (along with the attached document) to you regarding the American Rescue Plan
funds for economic revitalization in hard-hit coal and energy communities. There’s also a webinar on Aug 5 for folks to
learn how to apply for the funding. I hope you find this info useful!
Good morning,
We are thrilled to announce an new and unprecedented investment in energy communities, which have powered the US
for generations. Today, the U.S. Department of Commerce’s Economic Development Administration (EDA) announced a
Coal Communities Commitment that allocates $300 million in American Rescue Plan funds to support economic
revitalization in hard-hit coal and energy communities.
Today’s announcement is a down payment on the broader goals of the Interagency Working Group (IWG) on Coal and
Power Plant Communities and Economic Revitalization, which was established as the result of an Executive Order signed
by President Biden during his first week in office.
The commitment is the largest dedicated source of funding for coal communities in the history of the EDA that furthers
President Biden’s commitment to support the recovery and revitalization of hard-hit coal, oil and gas and power plant
communities – and builds on direct investments into specific projects from agencies across the federal government,
including the nearly $260 million the Department of the Interior committed to fund abandoned mine land reclamation
projects earlier this year.
The new funding is part of EDA’s broader announcement of $3 billion from the American Rescue Plan to invest in
American communities, with six new Notices of Funding Opportunity (NOFOs) for communities across the country. The
funding will help communities accelerate their economic recovery, improve resilience to future economic shocks, and
build back better.
This historic investment in the economic development and revitalization of coal communities, which have powered
America for more than a century, will provide regions with the resources to recover from the pandemic and create new
jobs and opportunities, including through the development or expansion of new industry sectors.
Please join us for a webinar, tentatively scheduled August 5 to learn how to apply for this funding. For more information
on EDA’s historic announcement, please find additional materials attached.
If you would like to learn more about the IWG or better understand the federal funding available to energy
communities, please visit energycommunities.netl.doe.gov and attend the upcoming webinar. The website will be
updated regularly to offer current, actionable resources to all interested stakeholders.
Best,
John L. Bebber
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Lonzo Lester
From: Bebber, John <[email protected]>
Sent: Wednesday, July 28, 2021 1:49 PM.
To: Bebber, John
Subject: New Funding, Resources and More
Attachments: EDA ARP Release+FactSheet FINAL 721.pah
Greetings,
I wanted to pass along the below email (along with the attached document) to you regarding the
‘funds for economic revitalization in haré-it coal and energy communities, There's also a webinar on Aug 5 for folks to
learn how to apply for the funding. | hope you find this info useful!
Good morning,
We are thrilled to announce an new and unprecedented investment in energy communities, which have powered the US
for generations. Today, the U.S. Department of Commerce's Economic Development Administration (EDA) announced a
Pg which was established as the result of an Executive Order signed
by President Biden during his first week in office.
The commitment is the largest dedicated source of funding for coal communities in the history of the EDA that furthers
President Biden’s commitment to support the recovery and revitalization of hard-hit coal, oil and gas and power plant
communities — and builds on direct investments into specific projects from agencies across the federal government,
including the nearly $260 million the Department of the Interior committed to fund abandoned mine land reclamation
projects earlier this year.
‘The new funding is part of EDA’s broader announcement of $3 billion from the American Rescue Plan to invest in
‘American communities, with six new Notices of Funding Opportunity (NOFOs) for communities across the country. The
funding will help communities accelerate their economic recovery, improve resilience to future economic shocks, and
build back better.
This historic investment in the economic development and revitalization of coal communities, which have powered
‘America for more than a century, will provide regions with the resources to recover from the pandemic and create new
jobs and opportunities, including through the development or expansion of new industry sectors.
If you would like to learn more about the IWG or better understand the federal funding available to energy
communities, please visit energycommunities.netl.doe.gov and attend the upcoming webinar. The website will be
updated regularly to offer current, actionable resources to all interested stakeholders.
Best,
Sthn L Bebber
FOR IMMEDIATE RELEASE
July 22, 2021
Contact: [email protected]
U.S. Secretary of Commerce Gina Raimondo Announces $3 Billion
Investment in America’s Communities
Historic investment from President Biden’s American Rescue Plan represents the
largest economic development initiative in decades
Communities across the country will be able to apply for funding immediately
WASHINGTON – Today, U.S. Secretary of Commerce Gina M. Raimondo announced that the
Department of Commerce’s Economic Development Administration (EDA) will implement a
series of programs, collectively called Investing in America’s Communities, to equitably invest
the $3 billion it received from President Biden’s American Rescue Plan Act to help communities
across the country build back better. The EDA investment is the largest economic development
initiative from the Department of Commerce in decades.
“President Biden’s American Rescue Plan delivered direct relief to the American people and was
the first step to energizing the American economy following the devastating impacts of the
coronavirus pandemic,” said Secretary Raimondo. “Now, its medium-term investments will
allow communities around the country not only rebuild but reimagine their economy for the
future.”
“With an emphasis on equity, EDA’s investments made possible by the American Rescue Plan
will directly benefit communities that have been denied full access to economic prosperity and
who have been disproportionately impacted by the coronavirus pandemic,” Secretary Raimondo
continued. “We will work with local communities across the country on innovative new
approaches to ensure that we can increase American competitiveness by strengthening our
workforce, businesses, and communities and build back better in regions across the country.”
Investing in America’s Communities, was launched today with six Notices of Funding
Opportunity:
• Build Back Better Regional Challenge ($1 billion)
• Good Jobs Challenge ($500 million)
• Economic Adjustment Assistance Challenge ($500 million)
• Indigenous Communities Challenge ($100 million)
• Travel, Tourism, and Outdoor Recreation Grants ($750 million)
• Statewide Planning, Research, and Networks Grants ($90 million)
As part of the six programs, the Department of Commerce and EDA, working with President
Biden’s Interagency Working Group on Coal and Power Plant Communities, is making a Coal
Communities Commitment, which allocates $300 million in American Rescue Plan funds to coal
FOR IMMEDIATE RELEASE
July 22, 2021
Contact: [email protected]
U.S. Secretary of Commerce Gina Raimondo Announces $3 Billion
Investment in America’s Communities
Historic investment from President Biden’s American Rescue Plan represents the
largest economic development initiative in decades
Communities across the country will be able to apply for funding immediately
WASHINGTON -~ Today, U.S. Secretary of Commerce Gina M. Raimondo announced that the
Department of Commerce's Economic Development Administration (EDA) will implement a
series of programs, collectively called Investing in America’s Communities, to equitably invest
the $3 billion it received from President Biden’s American Rescue Plan Act to help communities
across the country build back better. The EDA investment is the largest economic development
initiative from the Department of Commerce in decades.
“President Biden’s American Rescue Plan delivered direct relief to the American people and was
the first step to energizing the American economy following the devastating impacts of the
coronavirus pandemic,” said Secretary Raimondo. “Now, its medium-term investments will
allow communities around the country not only rebuild but reimagine their economy for the
future.”
“With an emphasis on equity, EDA’s investments made possible by the American Rescue Plan
will directly benefit communities that have been denied full access to economic prosperity and
who have been disproportionately impacted by the coronavirus pandemic,” Secretary Raimondo
continued. “We will work with local communities across the country on innovative new
approaches to ensure that we can increase American competitiveness by strengthening our
workforce, businesses, and communities and build back better in regions across the country.”
Investing in America’s Commu
Opportunity:
ies, was launched today with six Notices of Funding
¢ Build Back Better Regional Challenge ($1 billion)
* Good Jobs Challenge ($500 million)
* Economic Adjustment Assistance Challenge ($500 million)
© Indigenous Communities Challenge ($100 million)
© Travel, Tourism, and Outdoor Recreation Grants ($750 million)
© Statewide Planning, Research, and Networks Grants ($90 million)
‘As part of the six programs, the Department of Commerce and EDA, working with President
Biden’s Interagency Working Group on Coal and Power Plant Communities, is making a Coal
Communities Commitment, which allocates $300 million in American Rescue Plan funds to coal
communities. This investment will ensure that they have the resources to recover from the
pandemic and will help create new jobs and opportunities, including through the development or
expansion of a new industry sector.
The American Rescue Plan funding empowers EDA to build upon its greatest strength—flexible
funding to support community-led economic development—and provide larger, more
transformational investments across the nation. Under the American Rescue Plan, EDA will
make grants to state and local governmental entities, institutions of higher education, not-for-
profit entities, unions, and Tribes. EDA is not authorized to provide grants to individuals or for-
profit entities.
FACT SHEET: For more information about how EDA is investing in America’s
communities, click here.
EDA’s Investment Priorities, the first of which is equity, were announced by the Biden
Administration on April 14. They provide an overarching framework for all of the EDA’s grants,
including the investments that will be made under the American Rescue Plan.
Notices of Funding Opportunity for each program will be released shortly. Please visit
www.eda.gov/ARPA for the latest news and announcements about EDA’s American Rescue
Plan programs.
About the U.S. Economic Development Administration (www.eda.gov)
The mission of the U.S. Economic Development Administration (EDA) is to lead the federal
economic development agenda by promoting competitiveness and preparing the nation’s regions
for growth and success in the worldwide economy. An agency within the U.S. Department of
Commerce, EDA invests in communities and supports regional collaboration in order to create
jobs for U.S. workers, promote American innovation, and accelerate long-term sustainable
economic growth.
###
https://www.eda.gov/about/investment-priorities/
http://www.eda.gov/
http://www.eda.gov/
communities. This investment will ensure that they have the resources to recover from the
pandemic and will help create new jobs and opportunities, including through the development or
expansion of a new industry sector.
The American Rescue Plan funding empowers EDA to build upon its greatest strength—flexible
funding to support community-led economic development—and provide larger, more
transformational investments across the nation. Under the American Rescue Plan, EDA will
make grants to state and local governmental entities, institutions of higher education, not-for-
profit entities, unions, and Tribes. EDA is not authorized to provide grants to individuals or for-
profit entities.
FACT SHEET: For more information about how EDA is investing in America’s
communities, click here.
EDA’s Investment Priorities, the first of which is equity, were announced by the Biden
Administration on April 14. They provide an overarching framework for all of the EDA’s grants,
including the investments that will be made under the American Rescue Plan,
Notices of Funding Opportunity for each program will be released shortly. Please visit
www.eda.gow/ARPA for the latest news and announcements about EDA’s American Rescue
Plan programs.
About the U.S. Economic Development Administration (www.eda.gov)
The mission of the U.S. Economic Development Administration (EDA) is to lead the federal
economic development agenda by promoting competitiveness and preparing the nation’s regions
for growth and success in the worldwide economy. An agency within the U.S. Department of
Commerce, EDA invests in communities and supports regional collaboration in order to create
jobs for U.S. workers, promote American innovation, and accelerate long-term sustainable
‘economic growth.
Ht
Fact Sheet
Investing in America’s Communities
The Economic Development Administration’s American Rescue Plan Programs
July 22, 2021
Today, the U.S. Department of Commerce’s Economic Development Administration (EDA) is announcing
$3 billion in funding opportunities to invest in distressed and underserved communities impacted by the
coronavirus pandemic. This historic investment, funded by the American Rescue Plan Act of 2021, will
support bottom-up, middle-out economic development focused on advancing equity, creating good-
paying jobs, helping workers to develop in-demand skills, building economic resilience, and accelerating
the economic recovery for the industries and communities hit hardest by the coronavirus pandemic.
EDA investments made under the American Rescue Plan will support the Biden-Harris Administration’s
commitment not just to build the American economy back to where it was before the pandemic, but to
build back better and stronger. With these investments, communities across the country, including those
historically left behind and left out, have the opportunity to excel. EDA will invest in infrastructure,
innovation, and workforce training to create good-paying American jobs and strengthen our nation’s
global economic competitiveness.
Today, EDA is announcing its Investing in America’s Communities programs:
• Build Back Better Regional Challenge ($1 billion)
• Good Jobs Challenge ($500 million)
• Economic Adjustment Assistance Challenge ($500 million)
• Indigenous Communities Challenge ($100 million)
• Travel, Tourism, and Outdoor Recreation Grants ($750 million)
• Statewide Planning, Research and Networks Grants ($90 million)
ete
EDA
ieee
Ir
in AMERI
iy
Fact Sheet
Investing in America's Communities
The Economic Development Administration's American Rescue Plan Programs
July 22, 2021
Today, the U.S. Department of Commerce's Economic Development Administration (EDA) is announcing
$3 billion in funding opportunities to invest in distressed and underserved communities impacted by the
coronavirus pandemic. This historic investment, funded by the American Rescue Plan Act of 2021, will
support bottom-up, middle-out economic development focused on advancing equity, creating good-
paying jobs, helping workers to develop in-demand skills, building economic resilience, and accelerating
the economic recovery for the industries and communities hit hardest by the coronavirus pandemic.
EDA investments made under the American Rescue Plan will support the Biden-Harris Administration's
commitment not just to build the American economy back to where it was before the pandemic, but to
build back better and stronger. With these investments, communities across the country, including those
historically left behind and left out, have the opportunity to excel. EDA will invest in infrastructure,
innovation, and workforce training to create good-paying American jobs and strengthen our nation’s
global economic competitiveness.
Today, EDA is announcing its Investing in America’s Communities programs:
© Build Back Better Regional Challenge ($1 billion)
* Good Jobs Challenge ($500 million)
* Economic Adjustment Assistance Challenge ($500 million)
* Indigenous Communities Challenge ($100 million)
© Travel, Tourism, and Outdoor Recreation Grants ($750 million)
* Statewide Planning, Research and Networks Grants ($90 million)
Commerce and EDA, working with President Biden’s Interagency Working Group on Coal and Power
Plant Communities, are also making a Coal Communities Commitment, allocating $300 million in
American Rescue Plan funds (10 percent of the total EDA American Rescue Plan programs) to coal
communities. This unprecedented investment in the economic development and diversification of these
communities, which have powered America for more than a century, will ensure they have the resources
to recover from the pandemic and will help create new jobs and opportunities, including through the
development or expansion of new industry sectors.
To meet this commitment, EDA will allocate $100 million from the Build Back Better Regional Challenge
and $200 million of Economic Adjustment Assistance Challenge to support coal communities.
EDA’s Investing in America’s Communities will:
• Build Back Better by Investing in All of America: As communities begin to recover from the
economic crisis, EDA is uniquely positioned to support broad-based, equitable, community-led
economic development. Utilizing funds from the American Rescue Plan, EDA will launch a $1
billion Build Back Better Regional Challenge. This program will capitalize on American ingenuity
and American workers by providing a transformational investment to 20 to 30 regions across the
country to revitalize their economies. The challenge will invite regional coalitions to apply for
funding to implement three to eight projects aligned with a cohesive regional development
strategy, totaling $25 million -$75 million, and up to $100 million. These regions will have the
opportunity to accelerate recovery and inclusive economic growth by developing new industries
or expanding existing ones through planning, infrastructure development, workforce training,
innovation and commercialization, access to capital, and more.
EDA will allocate an additional $500 million provided by the American Rescue Plan for Economic
Adjustment Assistance Challenge. This is EDA’s most flexible program and will award grants to
hundreds of communities across the country to support efforts to plan, build, innovate, and put
people back to work through projects tailored to meet local needs.
Commerce and EDA, working with President Biden’s Interagency Working Group on Coal and Power
Plant Communities, are also making a Coal Communities Commitment, allocating $300 million in
‘American Rescue Plan funds (10 percent of the total EDA American Rescue Plan programs) to coal
communities. This unprecedented investment in the economic development and diversification of these
communities, which have powered America for more than a century, will ensure they have the resources
to recover from the pandemic and will help create new jobs and opportunities, including through the
development or expansion of new industry sectors.
To meet this commitment, EDA will allocate $100 million from the Build Back Better Regional Challenge
and $200 million of Economic Adjustment Assistance Challenge to support coal communities.
EDA’s Investing in America’s Communities will:
* Build Back Better by Investing in All of America: As communities begin to recover from the
economic crisis, EDA is uniquely positioned to support broad-based, equitable, community-led
economic development. Utilizing funds from the American Rescue Plan, EDA will launch a $1
billion Build Back Better Regional Challenge. This program will capitalize on American ingenuity
and American workers by providing a transformational investment to 20 to 30 regions across the
country to revitalize their economies. The challenge will invite regional coalitions to apply for
funding to implement three to eight projects aligned with a cohesive regional development
strategy, totaling $25 million-$75 million, and up to $100 million. These regions will have the
opportunity to accelerate recovery and inclusive economic growth by developing new industries
or expanding existing ones through planning, infrastructure development, workforce training,
innovation and commercialization, access to capital, and more.
EDA will allocate an additional $500 million provided by the American Rescue Plan for Economic
Adjustment Assistance Challenge. This is EDA’s most flexible program and will award grants to
hundreds of communities across the country to support efforts to plan, build, innovate, and put
people back to work through projects tailored to meet local needs
Additionally, EDA is committing $300 million across its American Rescue Plan programs to coal
communities. EDA’s Coal Communities Commitment will help ensure that these communities are
supported as they recover from the pandemic and create new jobs and opportunities, including
through the creation or expansion of a new industry sector. EDA will meet this commitment by
allocating $100 million from the Build Back Better Regional Challenge and $200 million of
Economic Adjustment Assistance Challenge.
• Get Americans Back to Work: The coronavirus pandemic has devastated the economic well-being
of workers across the country. From big cities to small towns, Americans—particularly women,
people of color, and low-wage workers—have faced economic insecurity and job loss. While the
economy is showing signs of significant growth, there are still more than seven million fewer jobs
in the United States than there were before the pandemic. EDA’s American Rescue Plan programs
will get Americans back to work in good-paying jobs. From investing in worker training, to
supporting manufacturing, to funding infrastructure projects, all six programs will put Americans
back to work in communities across the country.
EDA’s Good Jobs Challenge addresses the structural barriers that American workers face head-on.
The program will help to ensure that workers can develop in-demand skills that lead to good jobs
and long-term careers. EDA will allocate $500 million to invest in building and strengthening
regional workforce training systems and sector-based partnerships, with a focus on programs
targeted at women, people of color, and historically underserved communities. EDA’s grantees
will help workers complete training programs, including Registered Apprenticeships, and secure
good-paying jobs by providing the wrap-around services that they need to succeed, like childcare
and transportation. This program will encourage community organizations, training providers, and
unions to partner with employers to create the talent pipeline to meet industry needs for today
and the future and create concrete pathways for American workers to secure good-paying jobs.
• Support Underserved Communities: The pandemic has exposed and exacerbated the inequalities
that exist across and within our communities. Supporting underserved communities is
fundamental to EDA’s work, and the Investing in America’s Communities programs will pursue a
comprehensive approach to advancing equity by focusing on populations and underserved
communities that have been denied full access to economic prosperity. The flexibility of funding
Additionally, EDA is committing $300 million across its American Rescue Plan programs to coal
communities. EDA’s Coal Communities Commitment will help ensure that these communities are
supported as they recover from the pandemic and create new jobs and opportunities, including
through the creation or expansion of a new industry sector. EDA will meet this commitment by
allocating $100 million from the Build 8ack Better Regional Challenge and $200 million of
Economic Adjustment Assistance Challenge.
Get Americans Back to Work: The coronavirus pandemic has devastated the economic well-being,
of workers across the country. From big cities to small towns, Americans—particularly women,
people of color, and low-wage workers—have faced economic insecurity and job loss. While the
economy is showing signs of significant growth, there are still more than seven million fewer jobs
in the United States than there were before the pandemic. EDA’s American Rescue Plan programs
will get Americans back to work in good-paying jobs. From investing in worker training, to
supporting manufacturing, to funding infrastructure projects, all six programs will put Americans
back to work in communities across the country.
EDA’s Good Jobs Challenge addresses the structural barriers that American workers face head-on.
The program will help to ensure that workers can develop in-demand skills that lead to good jobs
and long-term careers. EDA will allocate $500 million to invest in building and strengthening
regional workforce training systems and sector-based partnerships, with a focus on programs
targeted at women, people of color, and historically underserved communities. EDA’s grantees
will help workers complete training programs, including Registered Apprenticeships, and secure
‘good-paying jobs by providing the wrap-around services that they need to succeed, like childcare
and transportation. This program will encourage community organizations, training providers, and
unions to partner with employers to create the talent pipeline to meet industry needs for today
and the future and create concrete pathways for American workers to secure good-paying jobs.
Support Underserved Communities: The pandemic has exposed and exacerbated the inequalities
that exist across and within our communities. Supporting underserved communities is
fundamental to EDA’s work, and the Investing in America’s Communities programs will pursue a
comprehensive approach to advancing equity by focusing on populations and underserved
communities that have been denied full access to economic prosperity, The flexibility of funding
and wide range of programs are designed to meet communities where they are in their economic
development process. That could mean supporting planning projects to develop an economic
vision for the future, breaking ground to develop the infrastructure needed to house industries or
providing workforce training. EDA recently updated its investment priorities, the overarching
framework that informs how EDA evaluates applications; equity is at the top of these priorities
and every application will be reviewed through this lens.
Through the Indigenous Communities Challenge, EDA will allocate $100 million specifically for
Indigenous communities, which were disproportionately impacted by the pandemic. EDA will
work hand-in-hand with Tribal Governments and Indigenous communities to develop and execute
the economic development projects they need to recover from the pandemic and build
economies for the future. Indigenous communities are also encouraged and eligible to apply to all
of EDA’s other programs.
• Accelerate the Recovery of Our Hardest-Hit Communities: EDA is focused on revitalizing the
industries that have been hardest hit by the pandemic, including the travel, tourism, and outdoor
recreation industries. $750 million of American Rescue Plan funds will be allocated to accelerate
the recovery of the travel and tourism sector and the communities that rely on the industry. EDA
will distribute $510 million in State Tourism Grants that will be dispersed quickly to address the
immediate needs of the tourism industry by investing in marketing, infrastructure, workforce, and
other projects to rejuvenate safe leisure, business, and international travel.
In addition, through Regional Tourism Grants, EDA allocates $240 million for competitive grants to
further invest in infrastructure, workforce, or other projects to support recovery and resilience in
the communities hardest hit by disruptions in the travel, tourism, and outdoor recreation sectors.
• Plan for a Resilient Future: Building back better means developing equitable and resilient local
economies that can withstand future economic shocks. EDA will allocate $59 million in State
Planning grants to support this effort. Similarly, EDA has allocated $31 million for Communities of
Practice and Research grants to evaluate implementation by EDA and its grantees and extend
technical assistance to support EDA’s ability to work with and build capacity with new and existing
grantees.
https://eda.gov/about/investment-priorities/
and wide range of programs are designed to meet communities where they are in their economic
development process. That could mean supporting planning projects to develop an economic
vision for the future, breaking ground to develop the infrastructure needed to house industries or
providing workforce training. EDA recently updated its investment priorities, the overarching
framework that informs how EDA evaluates applications; equity is at the top of these priorities
and every application will be reviewed through this lens.
Through the Indigenous Communities Challenge, EDA will allocate $100 million specifically for
Indigenous communities, which were disproportionately impacted by the pandemic. EDA will
work hand-in-hand with Tribal Governments and Indigenous communities to develop and execute
the economic development projects they need to recover from the pandemic and build
economies for the future. Indigenous communities are also encouraged and eligible to apply to all
of EDA’s other programs.
Accelerate the Recovery of Our Hardest-Hit Communities: EDA is focused on revitalizing the
industries that have been hardest hit by the pandemic, including the travel, tourism, and outdoor
recreation industries. $750 million of American Rescue Plan funds will be allocated to accelerate
the recovery of the travel and tourism sector and the communities that rely on the industry. EDA
will distribute $510 million in State Tourism Grants that will be dispersed quickly to address the
immediate needs of the tourism industry by investing in marketing, infrastructure, workforce, and
other projects to rejuvenate safe leisure, business, and international travel.
In addition, through Regional Tourism Grants, EDA allocates $240 million for competitive grants to
further invest in infrastructure, workforce, or other projects to support recovery and resilience in
the communities hardest hit by disruptions in the travel, tourism, and outdoor recreation sectors.
Plan fora Resilient Future: Building back better means developing equitable and resilient local
economies that can withstand future economic shocks. EDA will allocate $59 million in State
Planning grants to support this effort. Similarly, EDA has allocated $31 million for Communities of
Practice and Research grants to evaluate implementation by EDA and its grantees and extend
technical assistance to support EDA’s ability to work with and build capacity with new and existing
grantees.
Through the implementation of these programs, EDA will play a central role in the economic recovery
and growth of our nation as we work to build back better from the coronavirus pandemic. EDA will lead
America’s economic development agenda and will promote innovation and competitiveness; provide
opportunities for all Americans to thrive; and foster broad-based, equitable, and sustainable growth and
prosperity in our economy.
Notices of Funding Opportunity for each challenge will be released shortly. All EDA American Rescue
Plan funds must be awarded by September 2022.
We encourage all Americans to visit www.eda.gov/ARPA for more information on how to participate.
Assistance is also available via our social media platforms, including Instagram, Twitter, LinkedIn,
Facebook and YouTube. Under the American Rescue Plan, EDA may make grants to state and local
governmental entities, institutions of higher education, not-for-profit entities, and Tribes. EDA is not
authorized to provide grants to individuals or for-profit entities.
###
http://www.eda.gov/
https://www.instagram.com/usedagov/
https://twitter.com/US_EDA
https://www.linkedin.com/authwall?trk=bf&trkInfo=AQHLPSxmjnC0dgAAAXk9BBPg7yPfQ99gLCEhTp6dgyPkPFHH0ZZbb2SEEjtjP7ZBq9PJaXuDypZmAGYGH0YP3FcRp7Mo7bNYq5GogrIZHJecGyXTSb2_-aGmZjk5Vl2CaSmiIq8=&originalReferer=&sessionRedirect=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fus-department-of-commerce-economic-development-administration%2F
https://www.facebook.com/eda.commerce
https://www.youtube.com/channel/UCvowkb4AaAVx_oLlash6G9A
Through the implementation of these programs, EDA will play a central role in the economic recovery
and growth of our nation as we work to build back better from the coronavirus pandemic. EDA will lead
America’s economic development agenda and will promote innovation and competitiveness; provide
opportunities for all Americans to thrive; and foster broad-based, equitable, and sustainable growth and
prosperity in our economy,
Notices of Funding Opportunity for each challenge will be released shortly. All EDA American Rescue
Plan funds must be awarded by September 2022
We encourage all Americans to visit www.eda.gov/ARPA for more information on how to participate.
Assistance is also available via our social media platforms, including Instagram, Twitter, Linkedin,
Facebook and YouTube. Under the American Rescue Plan, EDA may make grants to state and local
governmental entities, institutions of higher education, not-for-profit entities, and Tribes. EDA is not
authorized to provide grants to individuals or for-profit entities.
wit
Russell County Virginia
“The Heart of Southwest Virginia”
Oris Christian David Eaton
At-Large District 4
Lou Ann Wallace Rebecca Dye, Chairperson Steve Breeding
District 2 District 6 District 5
Carl Rhea Tim Lovelace, Vice-Chairman Lonzo Lester
District 3 District 1 County Administrator
Russell County Government Center
137 Highland Drive · Lebanon, Virginia 24266 · (276) 889-8000 · Fax (276) 889-8011
www.russellcountyva.us
M E M O R A N D U M
August 2, 2021
From: County Administrator
To: Board of Supervisors
Subj: VOTER REDISTRICTING STEERING COMMITTEE
The County’s Voter Redistricting Steering Committee will need to meet regarding the proposed
voter redistricting planning. The committee will review census maps, census projections, and
census data reports to do preliminary and final district voter projections.
Currently, the County does not have the 2020 census and not expected to have it until
September 2021.
Russell County Virginia
“The Heart of Southwest Virginia”
Oris Christian David Eaton
Attarge District 4
Lou Ann Wallace Rebecca Dye, Chairperson Stove Breeding
District 2 District 6 District 5
Carl Rhea Tim Lovelace, Vice-Chairman Lonzo Lester
District 3 District 1 County Administrator
August 2, 2021
From: County Administrator
To: Board of Supervisors
Subj: VOTER REDISTRICTING STEERING COMMITTEE
The County's Voter Redistricting Steering Committee will need to meet regarding the proposed
voter redistricting planning. The committee will review census maps, census projections, and
census data reports to do preliminary and final district voter projections.
Currently, the County does not have the 2020 census and not expected to have it until
September 2021
Russell County Government Center
137 Highland Drive - Lebanon, Virginia 24266 - (276) 889-8000 - Fax (276) 889-8011
www.russellcountyva.us
2020 Census Results
[lift:irary/visualizations/interactive/historical-apportionment-data
map.html)
2020 Census Apportionment Results
[/data/tables/2020/dec/2020- Historical Apportion!'"ent Data Map
apportionment-data html) (Interactive)
· [/library /visualizations/interactive/historical-
Congressional seats were apportioned among the 50 apportionment-data-map.html)
states based on the 201 O Census population counts. This interactive tool enables users to view more than
Apportionment results from 1790 to 2010 are also
10 decades of apportionment and population data.
shown.
[/data/tables/2020/dec/2020-apportionment-data.html)
[/library/visualizations/interactive/historical-apportionment-data
map.html)
States, as well as the public, will receive the data they need to begin redistricting by August 16.
The Census Bureau will also deliver the final redistricting data toolkit to all states and the
public by September 30. COVID-19-related delays and prioritizing the delivery of these
apportionment results delayed our original plan.
More 2020 Census population results will be available later including statistics on age, sex, race
and ethnicity, and details about the center of population. The results for the U.S. Island Areas
will also be provided in a separate release at a later date.
RETURN TO 2020 CENSUS PAGE (/2020CENSUS)
Protecting the Data
How the Census Bureau Protects Your Data
Learn how we keep your personal information safe as we process 2020 Census
responses.
[https://www.census.gov/about/policies/privacy/data_stewardship.html)
Disclosure Avoidance Modernization
All 2020 Census data products (with the exception of the apportionment data) will be protected with a new,
modernized disclosure avoidance system.
[/programs-surveys/decennial-census/decade/2020/planning-management/process/disclosure-avoidance.html)
Data Releases
Tracy
Highlight
2020 Census Results
data/tables/2020/dec/2020-<pportionment data. nim evans /meratve ise apportionment,
‘map html
2020 Census Apportionment Results
[/data/tables/2020/dec/2020- Historical Apportionment Data Map
pporti -data, (Interactive)
apportionment-data.htmi [library/visualizations/interactive/historical-
Congressional seats were apportioned among the 50 apportionment-data-map.html]
states based on the 2010 Census population counts.
Apportionment results from 1790 to 2010 are also
shown.
This interactive tool enables users to view more than
10 decades of apportionment and population data.
(Wibrary/visualiztions/interactive/historiestepportionment-date-
Vdataytables/2020/dec/2020-apportionment data html] map hum}
More 2020 Census population results will be available later including statistics on age, sex, race
and ethnicity, and details about the center of population. The results for the U.S. Island Areas
will also be provided in a separate release at a later date.
RETURN TO 2020 CENSUS PAGE [/2020CENSUS]
Protecting the Data
How the Census Bureau Protects Your Data
Learn how we keep your personal information safe as we process 2020 Census
responses
Iitipsi/www. census gov/about/policies/privacy/data_stewardship html]
Disclosure Avoidance Modernization
All 2020 Census data products (with the exception of the apportionment data) will be protected with a new,
modernized disclosure avoidance system.
( programs-surveys/decennial-census/decade/2020/planning management/process/disclosure avoidance htm
Data Releases
Table I April 26, 2021
2020 Census Apportionment Results
Congressional seats were apportioned among the 50 states based on the 2010 Census population counts.
Apportionment results from 1790 to 2010 are also shown.
[/data/tables/2020/dec/2020-apportionment-data.html]
About the Data Quality
The 2020 Census has numerous quality checks built into data collection and data processing.
After the data are released, we continue to do an even deeper dive to evaluate the quality of the
census in two major ways:
• Looking at how well we conducted the census.
• Comparing the census results to other ways of measuring the population, such as Demographic Analysis and Post
Enumeration Surveys.
2020 Census Data Quality
We check the quality of our work every step of the way. When we release data, we make sure they meet our
quality standards.
[/programs-surveys/decennial-census/decade/2020/planning-management/process/data-quality.html]
Supporting Products
These products are the geographic framework that supports the official P.L. 94-171 Redistricting Data. These
products include maps, geographic information system files (shapefiles), and tabular data.
@ P.L. 94-171 Redistricting Geographic Support
Products
Blog Posts
[https://www.census.gov/programs-surveys/decennial-census/about/rdo/summary
files .html#P2]
Random Samplings Blog I July 28, 2021 I By James Whitehorne, Chief, Redistricting Data And Voting Rights Dffoce
Resources Available to Prepare for the 2020 Census Redistricting Data Release
In a few weeks, we'll release the 2020 Census redistricting data in our legacy summary file format. And a few
weeks after that, we'll release the same data in an easier-to-use format.
[/newsroom/blogs/random-samplings/2021 /07 /resources-2020-census-redistricting-data-release.html]
Directors Blog I July 28, 2021 I BY Dr. Ron Jarmin, Acting Director
Redistricting Data: What to Expect and When
Since releasing the apportionment results in April, we've had several teams working hard on the next set of 2020
Census data - the redistricting data.
[/newsroom/biogs/ di rector /2021 /07 /redistricting-data. htm I]
Random Samplings Blog I June 04, 2021 I Michael Bentley, Subjefe De Divisi6n De Apoyo Estadfstico Del Censo, Divisi6n De Estudios Estadfsticos Del Censo Decenal, Dflcina Del Censo De
Los EE. UU.
Censo del 2020: Metricas de calidad, Publicaci6n 2
Este blog proporciona datos destacados del segundo grupo de metricas operacionales de calidad del Censo del
2020.
[/newsroom/blogs/random-samplings/2021/06/2020-census-operational-quality-metrics-release-2-spanish.html]
Random Samplings Blog I May 28, 2021 I Written By: Michael Bentley, Assistant Division Chief For Census Statistical Support, Decennial Statistical Studies Division
2020 Census Operational Quality Metrics: Release 2
Today we released the second round of 2020 Census operational quality metrics.
[/newsroom/blogs/random-samplings/2021/05/2020-census-operational-quality-metrics-release-2.html]
“lea 26, 2001
2020 Census Apportionment Results
Congressional seats were apportioned among the 50 states based on the 2010 Census population counts
Apportionment results from 1790 to 2010 are also shown.
(Vdata/tables/2020/dec/2020-apportionment-data html)
About the Data Quality
‘The 2020 Census has numerous quality checks built into data collection and data processing.
After the data are released, we continue to do an even deeper dive to evaluate the quality of the
census in two major ways:
‘+ Looking at how well we conducted the census,
+ Comparing the census results to other ways of measuring the population, such as Demographic Analysis and Post
Enumeration Surveys.
2020 Census Data Quality
We check the quality of our work every step of the way. When we release data, we make sure they meet our
quality standards.
/programs-surveys/decennial-census/decade/2020/planning-management/process/data-quality.htmil]
Supporting Products
‘These products are the geographic framework that supports the official P.L. 94-171 Redistricting Data. These
products include maps, geographic information system files (shapefiles), and tabular data.
PL 94-171 Redistricting Ge Support [nttps://www.census. gov/programs-surveys/decennial-census/about/rdo/summary-
© Mati maerenscogme sone fey
Blog Posts
‘Random sarong | iy 28,2021 Bynes Wash Ch Restrcing Dt fd Vota at Ofce
Resources Available to Prepare for the 2020 Census Redistricting Data Release
Ina few weeks, we'll release the 2020 Census redistricting data in our legacy summary file format. And a few
weeks after that, welll release the same data in an easier-to-use format.
\Unewsroom/blogs/random-samplings/2021/07 resources-2020-census-redistrcting data release html
recs log | 28,202 |B ron Jamin, Ac iar
Redistricting Data: What to Expect and When
Since releasing the apportionment results in April, we've had several teams working hard on the next set of 2020,
Census data — the redistricting data.
Unewsroom/blogs/director/2021/07 /redistrcting data html]
Random Sangin og | ue 04202 | chal Bey ute De Diln De Apoyo Estat el Cons Dn De Ete Fstusios Del Cnso Deen Ofc Del ers De
Censo del 2020: Métricas de calidad, Publicacién 2
Este blog proporciona datos destacados del segundo grupo de métricas operacionales de calidad del Censo del
2020.
[Unewsroom/blogs/random-samplings/2021/06/2020-census-operational-qualiy-metrics-elease--spanish html]
Ream Sami log Mey 28,2021 | Writer OMe deny stn Den et For Crm Stet Supp Deena State Sue Don
2020 Census Operational Quality Metrics: Release 2
‘Today we released the second round of 2020 Census operational quality metrics.
[Unewsroom/blogs/random-samplings/2021/05/2020-census-operational-quality-metrics-elease-2.html]
Random Samplings Blog I April 26, 2021 I By Kristin Koslap, Senior Technical Expert For Apportionment, Population Division, And Steven Wilson, Chief, Population And Housing Programs
Branch, Population Division
Apportionment Population Counts and What to Expect on Release Day
Here at the U.S. Census Bureau, we're excited to be nearing the important milestone of delivering the first results
from the 2020 Census - the apportionment population counts.
[/newsroom/blogs/random-samplings/2021/04/apportionment-population-counts.html)
Additional Information
Press Kit I February 22, 2021
2020 Census Apportionment Counts Press Kit
The U.S. Census Bureau will release the congressional apportionment population counts and number of
representatives for each of the 50 states.
[/newsroom/press-kits/2021/2020-census-apportionment-counts.html]
Press Kit I February 12, 2021
2020 Census Redistricting Files Press Kit
P.L. 94-171 requires the Census Bureau to furnish "basic tabulations of population" to each state, including
for those small areas the states have identified.
[/newsroom/press-kits/2021 /2020-census-redistricting.html)
Press Kit I January 07, 2021
2020 Census Quality and Data Processing Press Kit
The Census Bureau is processing responses and assessing quality as we work toward releasing the 2020
Census results.
[/newsroom/press-kits/2021/2020-census-quality-and-data-processing.html)
Last Revised: June 23, 2027
‘anéom Sangin og Apt 26 202118 rsh Koln Sve Teil Expr or Aporenmant Ponto son, An tare ex Ch Population An Hovsng Programs
‘ranch Population Den
‘Apportionment Population Counts and What to Expect on Release Day
Here at the U.S. Census Bureau, we're excited to be nearing the important milestone of delivering the first results,
from the 2020 Census — the apportionment population counts.
Unewsroom/blogs/random-samplings/2021/04/apportionment population-counts hl]
Additional Information
Press Kit | February 22, 2021
2020 Census Apportionment Counts Press Kit
The U.S. Census Bureau will release the congressional apportionment population counts and number of
representatives for each of the 50 states,
[newsroom/press-kits/2021/2020-census-apportionment-counts hal]
Press Kit | February 12, 2021
2020 Census Redistricting Files Press Kit
PL. 94-171 requires the Census Bureau to furnish ‘basic tabulations of population” to each state, including
for those small areas the states have identified,
(Unewsroom/press-its/2021/2020-census redistricting html)
Press Kit | January 07, 2021
2020 Census Quality and Data Processing Press Kit
‘The Census Bureau is processing responses and assessing quality as we work toward releasing the 2020
Census results.
/n@wsroom/presskits/2021/2020-census-qualty-and-date-processing html]
Last Revised: June 23, 2021
VIRGINIA BROWNFIELDS RESTORATION AND ECONOMIC REDEVELOPMENT
ASSISTANCE FUND PROGRAM.
SITE ASSESSMENT AND PLANNING GRANT
PERFORMANCE AGREEMENT,
Effective Date: June 15, 2021
Grantee: Russell County, Virginia, a political subdivision of the Commonwealth of
Virginia
Project: Redevelopment Planning and Phase II Environmental Site Assessment
Site: Property known as the former Three Rivers Destination Center site located
at the Intersection of US Hwy. 58 and Frosty Road, St. Paul, VA 24224
(Tax Parcel ID # 157L2715C) -
Grant: $50,000
Local Mateh: $50,730 as detailed in Exhibit A
Performance Date: | December 31, 2021
Variations: N/A
Notice if to the Grantee:
Lonzo Lester, County Administrator
Russell County
137 Highland Drive
Lebanon, VA 24226
(276) 889-8000
ter@russelleor
/va.us
[SIGNATURES APPEAR ON FOLLOWING PAGE,
FOLLOWED BY BODY OF AGREEME!
|
Page 1 of 18
WITNESS the following signatures as of the effective date, each having the same force
and effect as if set forth at the end of this agreement.
VIRGINIA ECONOMIC
DEVELOPMENT PARTNERSHIP
AUTHORITY
By:
‘Name: Jordan H. Snelling
Title: Interim Vice President,
Incentives
Date:
RUSSELL COUNTY, VIRGI
SEEN AND ACKNOWLEDGED:
VIRGINIA DEPARTMENT OF
ENVIRONMENTAL QUALITY
By:
Name: Kathryn Perszyk
Title: Director, Division of Land Protection and Revitalization
Date:
VIRGINIA RESOURCES AUTHORITY
Page 2 of 18
This PERFORMANCE AGREEMENT (this “Agreement”), dated as of the Effective Date, by
and between the VIRGINIA ECONOMIC DEVELOPMENT PARTNERSHIP
AUTHORITY (“VEDP”), a political subdivision of the Commonwealth of Virginia (the
“Commonwealth”), and the GRANTEE identified in the Executive Summary above, recites and
provides as follows:
Recitals:
1 The Virginia Brownfields Restoration and Economic Redevelopment Assistance Fund (the
“VBAP”) was established pursuant to § 10.1-1237 of the Code of Virginia of 1950, as amended
(the “Virginia Code”), to promote the restoration and redevelopment of brownfield sites in the
Commonwealth and to address environmental problems or obstacles to reuse so that such sites can
be effectively marketed to new economic development prospects;
2. The VBAF is administered by the Virginia Resources Authority (“VRA”), and VEDP
directs the distribution of grants from the VBAP;
3. VEDP, in consultation with the Virginia Department of Environmental Quality (“DEQ”),
has established guidelines for the awarding of Site Assessment and Planning Grants from the
VBAF;
4. The Grantee submitted an application for a Site Assessment and Planning Grant (the
“Grant”) to assist with the Investment (set forth in Exhibit A attached hereto) being made by or on
behalf of the Grantee for the Project at the Site;
5. consultation with DEQ and based upon the VBAF priori
Grant to the Grantee for the Project;
s, has awarded the
6. VEDP and the Grantee desire to set forth their mutual understanding and agreement as to
the payout of the Grant, the use of the Grant proceeds, the obligations of the Grantee, and the
repayment by the Grantee of all or part of the Grant proceeds under certain circumstances, all of
which shall be governed by this Agreement; and
7. The restoration and redevelopment of brownfield sites and addressing environmental
problems or obstacles to reuse of such sites constitutes a valid public purpose for the expenditure
of public funds and is the animating purpose in making the Grant:
NOW, THEREFORE, in consideration of the foregoing, the mutual benefits, promises and
undertakings of the parties to this Agreement, and other good and valuable consideration, the
receipt and sufficiency of which are hereby acknowledged, the parties covenant and agree as
follows.
Page 3 of 18
Section 1. Construction and Definitions,
(@) Incorporated Terms: ‘The Executive Summary, signature page and recitals
above, and exhibits attached hereto, all constitute integral parts of this Agreement and are
hereby incorporated by reference,
(b) Variations: To the extent any terms and conditions set forth in the
Variations section of the Executive Summary, if applicable, conflict with the terms and
conditions set forth below, the terms and conditions set forth in the Variations section of
the Executive Summary shall prevail.
(©) Definitions: As used in this Agreement, terms set forth in the first column
of the Executive Summary shall have the meanings ascribed thereto in the second column,
and the following terms shall have the following meanings:
“Asbestos Abatement Report” means a report in the form of Exhibit C attached
hereto, to be delivered by the Grantee in accordance with Section 4(c) (if applicable).
“Grant Report” means a report in the form of Exhibit B attached hereto, to be
delivered by the Grantee in accordance with Section 4(b).
“Investment” means expenditures by or on behalf of the Grantee associated with the
Project, including the Grant proceeds and the Local Match, to be made in accordance with
Exhibit A attached hereto.
“Local Match” means the required one-to-one match by the Grantee of the amount
of the Grant from public and/or private sources in either cash or documented reasonable
and necessary costs associated with the Project, to be included in the Investment, as
identified in the Executive Summary and Exhibit A attached hereto.
“Performance Date” means the date designated as such in the Executive Summary,
which is the date by which the Grantee expects to have completed the Project. If VEDP,
in consultation with DEQ, deems that good faith and reasonable efforts have been made
and are being made by the Grantee to complete the Project, the Performance Date may be
extended by up to 15 months and the date to which the Performance Date has been extended
shall be the “Performance Date” for the purposes of this Agreement.
Section 2. ‘The Grant,
(@) The Grant: VEDP, in consultation with DEQ and based upon the VBAF priorities,
has awarded the Grant to the Grantee for the Project.
(6) Disbursement: Promptly after the full execution and delivery of this Agreement,
VEDP will forward a fully-executed copy of this Agreement to VRA, together with a direction to
Page 4 of 18
disburse the full amount of the Grant in one lump sum to the Grantee, by wire transfer in
accordance with the ACH instructions previously provided by the Grantee,
(©) Use of Grant Proceeds: The Grantee will expend the proceeds of the Grant only as
permitted by § 10.1-1237 of the Virginia Code and as part of the Investment in accordance with
Exhibit A attached hereto.
Section 3. Investment.
(a) Investment: The Grantee expects to make the Investment and complete the Project
on or before the Performance Date. As the Project is undertaken, adjustments to the Investment
may be needed. Except for de minimis adjustments (impacting, in the aggregate, less than 10% of
the Grant proceeds), adjustments to the Investment require the prior written approval of VEDP and
must be reflected on a revised Exhibit A provided to VEDP.
(b) Local Match: The Grantee will contribute the required Local Match toward the
Investment on or before the Performance Date.
Section 4. Reporting,
(a) Interim Reports: The Grantee shall provide an interim report on the progress of the
Project at such times as VEDP and DEQ may request.
(b) Grant Report: Promptly after completion of the Project, the Grantee will deliver
the Grant Report to VEDP. Such report must be completed, signed by an authorized representative
of the Grantee, and have copies of invoices and all other required supporting documentation
attached.
(©) Asbestos Abatement Report (if Applicable): If the Project involves the removal of
asbestos-containing material, the Grantee will, promptly after completion of the Project, deliver
the Asbestos Abatement Report to VEDP, Such report must be completed, signed by an authorized
representative of the Grantee, and have all required supporting documentation attached.
(4) Status Reports: After the Performance Date, at such times as VEDP and DEQ may
request, the Grantee shall provide a written detailed report satisfactory to VEDP and DEQ
providing an update on the Site, including whether (i) the Site was successfully marketed to a new
economic development prospect, and (ii) the Project generated any additional private investment
and job creation,
(©) Costs of Reporting: ‘The costs of reporting shall be borne by the Grantee.
Page 5 of 18
Section 5. Repayment Obligations.
(a) If Investment is Less than Expected: If the Grant Report indicates that the Grantee
‘was able to complete the Project for less than the expected Investment, such that the amount of the
Grant proceeds exceeds the Local Match or the Grantee will not need all of the Grant proceeds
previously disbursed to the Grantee, the Grantee must repay to VEDP an amount equal to the
excess amount or the amount of the Grant proceeds no longer required
(b) If Grant Proceeds are Misspent: If the Grant Report indicates, or any evidence
gathered by VEDP reveals, that any Grant proceeds have been expended on anything other than
the Investment, the Grantee must repay to VEDP the amount so misspent.
(© Failure to Complete by Performance Date: If it is determined that the Grantee is
unable to complete the Project and expend the Grant proceeds by the Performance Date and the
Performance Date is not extended, the Grantee must repay to VEDP the unspent proceeds of the
Grant as of the Performance Date.
(Repayments to Fund: VEDP will provide written notification to the Grantee if any
repayment is due from the Grantee to VEDP under this Agreement. Within 60 days of receiving
such notification, the Grantee will make the repayment to VEDP, subject to appropriation. Any
repayment received by VEDP will be promptly transferred by VEDP to the VRA for redeposit to
the VBAF.
Section 6. Notices.
Formal notices and communications among the parties shall be given either by (i) personal
service, (ii) delivery by a reputable document delivery service that provides a receipt showing date
and time of delivery, (iii) mailing utilizing a certified or first class mail postage prepaid service of
the United States Postal Service that provides a receipt showing date and time of delivery, or (iv)
delivery by email with transmittal confirmation and confirmation of delivery, addressed as noted
below. Notices and communications personally delivered or delivered by document delivery
service shall be deemed effective upon receipt. Notices and communications mailed shall be
deemed effective on the second business day following deposit in the United States mail. Notices
and communications delivered by email shall be deemed effective the next business day, not less
than 24 hours, following the date of transmittal and confirmation of delivery to the intended
recipient. Such written notices and communications shall be addressed to:
if to the Grantee: [see Executive Summary]
if to VEDP, to: with a copy to:
Virginia Economic Development Partnership _ Virginia Economic Development Partnership
One James Center, Suite 900 One James Center, Suite 900
901 East Cary Street 901 East Cary Street
Page 6 of 18
Richmond, Virginia 23219 Richmond, Vir
Email: [email protected] Email: [email protected]
Attention: Incentives Coordination Manager Attention: Assistant General Counsel
Section 7. Miscellaneous.
(@) Compliance with Laws: ‘The Grantee hereby agrees that all proceeds of the Grant shall be
used for the Investment, and all work and activities associated with the Project will be performed
and conducted in full compliance with all applicable laws, rules, and regulations.
(6) Entire Agreement; Amendments: This Agreement constitutes the entire agreement between
the parties hereto as to the Grant, and may not be amended or modified, except in writing, signed
by each of the parties hereto. ‘This Agreement shall be binding upon and inure to the benefit of
the parties hereto and their respective successors and assigns. ‘The Grantee may not assign its
rights and obligations under this Agreement without the prior written consent of VEDP.
(©) Governing Law; Venue: This Agreement is made, and is intended to be performed, in the
Commonwealth and shall be construed and enforced in accordance with the laws of the
Commonwealth. Jurisdiction and venue for any litigation arising out of or involving this
Agreement shall lie in the Circuit Court of the City of Richmond, and such litigation shall be
brought only in such court. In the event this Agreement is subject to litigation, each party shall be
responsible for its own attorneys’ fees.
(@ Counterparts: This Agreement may be executed in one or more counterparts, each of
which shall be an original, and all of which together shall be one and the same instrument.
(© Severability: any provision of this Agreement is determined to be unenforceable, invalid,
or illegal, then the enforceability, validity and legality of the remaining provisions will not in any
way be affected or impaired, and such provision will be deemed to be restated to reflect the original
intentions of the parties as nearly as possible in accordance with applicable law.
[SIGNATURES APPEAR ON PAGE 2]
Investment
Form of Grant Report
Exhibit C: Form of Asbestos Abatement Report
Page 7 of 18
EXHIBIT A
INVESTMENT
Scope of Work:
Redevelopment Planning and Phase I Environmental Site Assessment
Project Budget:
[ATTACHED]
Page 8 of 18
Exhibit B
Ruseell County
Scope of Work
Budget /Sources of Funding
Source
Scope of Work Budget EaAGER
Local match | EPASt® BAF Grant Share
Redevelopment Planning and Developing |
Conceptual Dranings Sens S200
Phase il Envronmertal Ste Assessmert $18,000 $78,009
Riverside Drve Master Pian and
Environmental Review Seige eaiaia
Design and ACMABP iepocion fm
House and Westem Front Bulking on $25,773 $25,773.00
Ruersise Dive
TOTAL 100,730.00 | § -|s 50,730.00 50,000.00
Page 9 of 18
EXHIBIT B
FORM OF GRANT REPORT
[ATTACHED]
Page 10 of 18
GRANT REPORT
ia, a poli
sion of the Commonwealth of
Virginia
Site:
Property known as the former Three Rivers
Destination Center site located at the
Intersection of US Hwy. 58 and Frosty
Road, St. Paul, VA 24224 (Tax Parcel ID #
157L2715C)
Grant Amount:
$50,000
Effective Date of Performance Agreement:
June 15
, 2021
Performance Date:
December 31, 2021
Project Report
1. Project Summary. Provide a brief summary of the outcome of the Project:
Page 11 of 18
2. Adjustments to Scope of Work. In the table below, report any adjustments to the scope of
work for the Project (as set forth in Exhibit A to the Performance Agreement) and
associated costs (or check the box if no adjustments were made).
Ci There were no adjustments to the Scope of Work for the Project.
ADJUSTMENTS TO SCOPE OF WORK FOR PROJECT
Source
Scope of Work. Budget
Adjustment Local Match Be Gran | eayB A UGranL
Share Share
TOTAL s. 8 s 8
3. Enhanced Value, Provide assessment values for the Site before the Grant and after
completion of the Project
After Project
Before Grant Completion
Assessed Property Value: $. S002) _ %
4. Reports. Attach complete copies of all studies and reports performed and obtained in
connection with the Project. Such studies and reports will be subject to review and requests
n and additional materials.
Page 12 of 18
5, VRP Enrollment, ‘The Site is enrolled in the Virginia Voluntary Remediation Program (the
“VRP”) (check appropriate box):
Yes No
6. Invoices. Attach complete copies of all invoices for the Project.
7. Site Photographs, Attach before and after photographs of the Site.
CERTIFICATION BY A REPRESENTATIVE OF THE GRANTEE:
By my signature below, I hereby certify that: (j) I have examined this Grant Report and the
information provided is true, correct, and complete in all respects, and all required documentation
is attached; (ii) data collected with respect to the Site reflects certification by the Virginia Division
of Consolidated Laboratory Services (DCLS) Virginia Environmental Laboratory Accreditation
Program (VELAP); (iii) if the Site is not enrolled in the VRP, the Project has met appropriate
standards of care for reuse of the Site in accordance with the VRP, and the Grantee will maintain
all records for facilitating potential future brownfields revitalization of the Site, to demonstrate
appropriate care, and to facilitate potential future enrollment in the VRP if necessary; (iv) the Grant
proceeds have been used exclusively for the Project in accordance with the Performance
Agreement, and any unused Grant proceeds will be promptly repaid to VEDP; (v) the Grantee is
delivering a signed and complete Asbestos Abatement Report simultaneously with this Grant
Report (if applicable); and (vi) all work and activities associated with the Project were performed
and conducted in full compliance with all applicable laws, rules, and regulations.
WITNESS the follo
Grantee: RUSSELL COUN
Submitted by:
Name:
Date: Gy oa
Page 13 of 18
EXHIBIT C
FORM OF ASBESTOS ABATEMENT REPORT
[ATTACHED]
Page 14 of 18
Asbestos Abate Report
1. Introduction and Project Description. Provide a brief summary of the asbestos abatement
portion of the Project and its outcome (based on the Asbestos Survey Report):
2. Notifications. In the space below, describe any notifications received from the
Environmental Protection Agency (EPA) and/or the Virginia Occupational Health and
Safety Compliance Program (VOSH) (or check the box if no such notifications were
received).
CO No such notifications were received in connection with the Project.
Page 15 of 18
rvations, In the space below, provide any general observations of which the
VBAF Review Committee should be aware regarding the asbestos and any lead paint
abatement processes for this Project.
4, Air Monitoring Reports. In the space below, generally summarize the findings set forth in
the Asbestos Air Monitoring Report(s) obtained in connection with this Project, including
any abatement and clearance,
5. Special Waste Shipments. In the space below, summarize any special waste shipments
associated with the Project, including the identity of any hauling contractors involved,
Page 16 of 18
6. Waste Disposal. In the space below, report the total quantities of waste materials that
required or require disposal in connection with the Project, and identify landfills utilized
7. Attachments. Complete copies of all of the following Project documents must be labeled
and attached to this Asbestos Abatement Report in the following order:
Attachment Description
A
B
Cc
J
K
8. Note on ACMs and Lead Paint, Projects involving the removal of asbestos-con
materials (ACMS) and lead
Accreditation Documentation (DPOR Licenses)
Site Map (Abatement Locations)
Daily Field Reports (Abatement Activities)
Asbestos Air Monitoring Reports (PCM)
Asbestos Clearance Reports (TEM)
Photograph Log (Abatement Process)
CDL Licenses (Special Waste Endorsement)
Shipping Documentation (DOT)
Disposal Records (Landfill)
Building Permit Application (City Code Compliance)
Asbestos Survey Report (Type and Location of Asbestos)
int abatement may require specific permitting and licensing
requirements and these criteria must be met. Please check with the Department of Labor
and Industry at 804.371.2327 regarding notification requirements and the Department of
Professional and Occupational Regulation at 804.367.8595 regarding licensing
Page 17 of 18
requirements. Removal of ACMs and lead paint abatement must be conducted pursuant to
applicable federal and state laws and regulations, including but not limited to, the National
Emission Standards for Hazardous Pollutants (NESHAP), Occupational Safety and Health
‘Administration (OSHA), Residential Lead-Based Paint Hazard Reduction Act of 1992,
Toxic Substances Control Act of 1976, VOSH, and ia Regulations for Asbestos
Emissions Standards for Demolition and Renovation.
CERTIFICATION BY A REPRESENTATIVE OF THE GRANTEE:
By my signature below, I hereby certify that: (i) I have examined this Asbestos Abatement Report
and the information provided ‘is true, correct, and complete in all respects, and all required
documentation is attached, and (ii) all work and activities associated with the removal of ACMs
and/or lead paint abatement and related to the Project were performed and conducted in all respects
in full compliance with all applicable laws, rules, and regulations,
WITNESS the following signature.
Grantee: RUSSELL COUNTY, VIRGINIA
Submitted by:
Print Name
i
Page 18 of 18
Aid to Localities Program
“rook
ag é
Virginia Department of Fire Programs
& and the
Virginia Fire Services Board
1005 Technology Park Drive
Glen Allen, Virginia 23059-4500
Tek: (804) 249-1958,
Fax: (804) 371-3358
COMMONWEALTH of VIRGINIA
Garrett Dyer Virginia Department of Fire Programs Brook Pitinger
serra ESD RECTOR ssgarayt cron atesreaTon
June 2021
FY-2022 Annual Package
‘This letter serves as notification of the availability of the FY-2022 Annual Package. Beginning
with FY2013, VDFP began providing the Annual Package electronically. The Annual Package
may be found on the Virginia Department of Fire Programs” website and contains the following:
% Aid to Localities (ATL)
= FY-2022 Audit Sheet
FY-2022 Disbursement Agreement
FY-2021 Annual Report
FY-2022 Allocations
FY-2022 Disbursement Schedule
Helpful Hints in Completing Annual Reports and Agreements
+ Live Fire Training Structure Grant Program
+ Regional Fire Services Training Grants Program
**Reinstated FY2022. Application period opens July 1, 2021**
= FY-2022 Regional Fire Services Training Facilities Grants
"Regional Fire Services Training Fa Disbursement Agreement
4 VEIRS Hardware Grants Program
= Letter from VDFP Information and Statisties Manager
« FY-2022 Application
4 Conference and Education Assistance Grants Program
** Application period Closes July 1, 2021**
= PY-2022 Conference and Education Grant Application
Please note that the application postmark deadline for the Regional Fire Service Training
Grant and the VFIRS Hardware Grant is August 31, 2021.
Also note that the FY-2022 Annual Report will not be accepted prior to July 1, 2021
All program forms are available on our website at www.vafire.com.
1005 Technology Park Drive, Glen Allen, VA 23059-4500
Phone: (804) 371-0220 or Fax: (804) 371-3444
wwww.vafire.com
SPECIAL NOTIFICATIONS OF FUNDING PROGRAMS AND OPPORTUNITIES
Aid to Localities Entitlement (ATL) Program
‘The Virginia Fire Services Board (VFSB) voted to extend the one year increase to the minimum
ATL allocations for Towns, Cities, and Counties at the Board meeting in June 2021. On July 1,
2020 (FY2021), the minimum ATL allocations for Towns increased to $15,000; and Counties and
Cities has been increased to $30,000, Below is a chart to illustrate the minimum increases:
‘Type of Jurisdiction Previous NEW Effective July 1, 2020
Incorporated Towns $10,000 $15,000
Counties $20,000 $30,000
Cities: $20,000 $30,000
ATL allocations are calculated based upon the most current US Population Census which was
conducted in 2010, Based upon population, jurisdictions that have ATL allocations that fall
below the minimum dollar values will have their ATI. allocations raised to the minimum dollar
level specified above.
Live Fire Training Structure Grant Program
‘The program provides for the construction, renovation, or repair of burn buildings in the
Commonwealth of Virginia.
Regional Fire Services Training Faciliti
‘The Program is designed to provide grants fo Tocalities for the acquisition of training
props to be utilized as regional fire services training facilities per the NFPA 1001 and 1403
training standards, Funding will be awarded at 50% of the proposed project. ‘The locality will
have to contribute the remaining 30%. The application period is July 1, 2021 through August 31,
2021. The Program Policy and related documents can be found on our website under the
https://www.vafire.com/grants-and-local-aid/regional-fires training. nl
(RESTF) Grant Program
YVEIRS Hardware Grants Program
‘The amount of funding for the VFIRS Grant is $700. This funding level will allow the VFSB &
\VDFP to provide more applicants with funding. The minimum specifications can be found in the
Agency Practices document located on our website under the https://www.vafire.com/grants-and-
local-aid/vfirs-hardware-grants!
Conference and Education Assistance Grant Program
‘The program provides financial support for conferences and seminars sponsoted by Virginia
based non-profit organization to further the education of fire and emergency service personnel,
FY22 Application period closes July 1*. The Program will be evaluated as competitive. FY2022
awards will be made based in funding availability and the project performance period will be
determine upon award.
Ifyou have questions about the documents and forms or need additional assistance, don’t hesitate
to contact me at 804-249-1958 or via email at Theresa [email protected].
Respectfully,
‘Theresa Hunter
Budget and Grants Manager
1005 Technology Park Drive, Gien Allen, VA 23059-4500
Phone: (804) 371-0220 or Fax: (804) 371-3444
‘www.vafire.com
Commonwealth of Virginia
Department of Fire Programs
FY-20 22 FIRE PROGRAMS FUND
DISBURSEMENT AGREEMENT
Statutory Authority: §38.2-401 of the Cade of Virginia
This Agreement, made effective as of the 1" day of July,4a2/_, by the DEPARTMENT
OF FIRE PROGRAMS (the “Agency”) and the LOCALITY noted below (the “Receiving
Locality”), governs the distribution and use of the Receiving Locality's annual entitlement
from the Fire Programs Fund (“the Fund”), as provided for in §38.2-401 of the Code of
Virginia as amended (the “Statute").
WHEREAS, the Statute in effect as of the date first written above is incorporated herein by
reference; and
WHEREAS, the Receiving Locality is thereunder required to execute a “Fire Programs
Fund Disbursement Agreement” and forward same to the Agency as a condition of receiving
any allocation or disbursement from the Fund;
NOW, THEREFORE, in consideration of the foregoing and of the mutual covenants
herein set forth, the parties hereto agree as follows:
1, Representations of the Agency. The Agency represents that the Agency is duly
organized and the Executive Director duly appointed by the Governor and confirmed by the
General Assembly as provided for by the Code of Virginia , and that the Executive Director or
his designee is duly authorized to enter into this agreement.
2, Representations of the Receiving Locality. The Receiving Locality represents
that (a) its authorized representative whose signature appears below has read and understands the
referenced sections of the Statute and any Policies & Definitions adopted thereunder, (b) it agrees to
comply with all applicable provisions of the Statute and any Policies & Definitions adopted thereunder,
including the use of such funds and all reporting and audit requirements and (c) itis duly authorized to
execute this Agreement and to perform its obligations hereunder and has taken all necessary action to
authorize such execution and performance,
3. Availability of Funds. Itis understood and agreed by the parties hereto that the
‘AGENCY shall be bound hereunder only to the extent of the funds available or which may hereafter
become available for the purposes of this Agreement. The Recipient shall deposit funds in an interest-
bearing account or normal risk and with a demand restriction, if any, not exceeding 30 calendar days
until they are needed, ‘The Recipient must be able to account for both the principal and the interest
amounts.
72011
Page 1 of 2
4. Merger; Severability; Governing Law. This writing constitutes the entire Agreement
between the parties, supersedes any existing agreement or understanding, oral or written, relative to
the matters contained herein, and may be modified only in a writing executed by all parties hereto.
If any provision of this Agreement is determined to be invalid by a court of competent
jurisdiction, it shall not render the remaining portions of this Agreement void or unenforceable. This
‘Agreement shall in respects be governed by the laws of the Commonwealth of Virginia.
5. Counterparts, ‘This Agreement may be executed in several counterparts, each of
which shall be an original and all of which together shall constitute but one and the same instrument.
IN WITENESS WHEREOF, the parties hereto have by their duly authorized representatives
executed this Agreement effective as of the date first written above, intending to be bound thereby.
Commonwealth of Virginia
Department of Fire Programs
By;
L
RECEIVING LOCALITY:
‘Name of Locality
BY: c
CS gnature
Lonzo Lester
Name
County Administrator
Title
(¥on-#.0)
197 Highland Drive Suite B
Office ““Tebanon, VA 24266
Address:
137 Highland Drive Suite B
‘Lebanon, VA 24266
Mailing
Address:
E-mail —_ Telephone
Address: [email protected] ‘Number: 276-889-8000
72011 Page 2 of 2
Commonwealth of Virginia
Department of Fire Programs
FY-20 _22 FIRE PROGRAMS FUND
DISBURSEMENT AGREEMENT
statutory Authority: §38.2-401 of the Code of Virginia
‘This Agreement, made effective as of the 1" day of July, 02, by the DEPARTMENT
OF FIRE PROGRAMS (the “Agency”) and the LOCALITY noted below (the “Receiving
Locality”), governs the distribution and use of the Receiving Locality’s annual entitlement
ftom the Fite Programs Fund (“the Fund”), as provided for in §38.2-01 of the Code of
Virginia as amended (the “Statute”).
WHEREAS, the Statute in effect as of the date first written above is ineorporated herein by
reference; and
WHEREAS, the Receiving Locality is thereunder required to execute a “Fire Programs
Fund Disbursement Agreement” and forward same to the Agency as a condition of receiving
any allocation or disbursement from the Fund;
NOW, THEREFORE, in consideration of the foregoing and of the mutual covenants
herein set forth, the parties hereto agree as follows:
4. Representations of the Agency. The Agency represents that the Agency is duly
organized and the Executive Director duly appointed by the Governor and confirmed by the
General Assembly as provided for by the Code of Virginia, and that the Executive Director or
his designee is duly authorized to enter into this agreement.
2, Representations of the Receiving Locality. ‘The Receiving Locality represents
that (a) its authorized representative whose signature appears below has read and understands the
referenced sections of the Statute and any Policies & Definitions adopted thereunder, (b) it agrees to
comply with all applicable provisions of the Statute and any Policies & Definitions adopted thereunder,
including the use of such funds and all reporting and audit requirements and (c) itis duly authorized to
‘execute this Agreement and to perform its obligations hereunder and has taken all necessary action to
authorize such execution and performance,
3. Availability of Funds, Itis understood and agreed by the parties hereto that the
AGENCY shall be bound hereunder only to the extent of the funds available or which may hereafter
Decome available for the purposes of this Agreement. The Recipient shall deposit funds in an interest-
bearing account or normal risk and with a demand restriction, if any, not exceeding 3o calendar days
until they are needed. The Recipient must be able to account for both the principal and the interest
amounts,
712014
Page 1 of 2
4. Merger; Severability; Governing Law. This writing constitutes the entire Agreement
between the parties, supersedes any existing agreement or understanding, oral or written, relative to
the matters contained herein, and may be modified only in a writing executed by all parties hereto.
If any provision of this Agreement is determined to be invalid by a court of competent
jurisdiction, it shall not render the remaining portions of this Agreement void or unenforceable. This
‘Agreement shall in respects be governed by the laws of the Commonwealth of Virginia.
5. Counterparts, This Agreement may be executed in several counterparts, each of
which shall be an original and all of which together shall constitute but one and the same instrument.
IN WITENESS WHEREOF, the parties hereto have by their duly authorized representatives
executed this Agreement effective as of the date first written above, intending to be bound thereby.
Commonwealth of Virginia
Department of Fire Programs
BY:
L send
RECEIVING LOCALITY:
BY:
Lonzo Lester
Wane
County Administrator
‘Title
(Non-P.0.)
fies 237 Highland Drive Suite B
Atnecs, Lebanon, VA 24266
137 Highland Drive Suite B
Mailing
Address, Lebanon, VA 24266
E-mail ‘Telephone
Address: Jonzo.lester@russellcount Us ‘Number: 276-889-8000
72011 Page 2 of 2
ayaap20an
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“TREASURER CAS 2020/10
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Virginia Department of Fire Programs
Fire Programs Fund — Aid to Localities
Fiscal Year 2022 Audit Sheet
Locali Russell
FIPS Code 167__| Type. L ‘County
FY-2021 Allocation. $90,786.00. I Status I Received
Carry-Over Amount fo FY-
12021 from FY2020 $8,998.00
FY-2020 Allocation $86,763.00 Status [___Received
[Carry-Over Amount to FY-
12020 from FY-2019 58,998.00
fFY-2019 Allocation 382,455.00 | Status L_ Received
[Carry-Over Amount to FY-
2019 from FY-2018 $8,998.00
ATL Reference Codes >
{(Sce codes to the right and the descriptions below to determine ABC
action required to soceve funds.)
ATL Reference Code Description.
‘A [Need two (2) FY-2022 Disbursement Agrteements; forms available on website
B [Need FY-2021 Annual Report; form available on website
C [include FY-2020 Carry-Over Balance on FY-2021 Annual Report
Jurisdictions that fail to submit a satisfactory Annual Report and two Disbursement
Agreement forms at the end of any annual reporting period shall forfeit the allocation for
that fiscal year,
Audits of the ATL program will be conducted throughout the year. Selected localities will
be contacted by the Budget and Grants Manager to schedule the onsite or desk review.
‘F All forms are available on our website www-vafire.com under the Grants and Local Aid link
‘F Direct all reporting documents, questions, and comments to:
Budget and Grants Manager
Virginia Department of Fire Programs
1005 Technology Park Drive
Glen Allen VA 23059-4500
804/249-1958 (W); 804/371-3358 (F)
6/28/2021
¢
nnual Report on Aid to Local re Programs Fund
{§ 38.2-401:B(6) “In order to remain eligible for such funds, each receiving locality shall report annually to the Department (of Fire Programs) on
the use of the funds allocated to it for the previous year and shall provide a completed Fire Programs Fund Disbursement Agreement form” for the upcoming fiscal period.
Enter the exact legal ttle of the locality being] _|_X_ [County of Russeil
AL reported upon ~ check & one| City of
‘and complete entry Incorporated Town of,
Enter Employer Identification Number]
A2 (EIN) for [A1] abovel 514 6; 0;0}1}5]8]9
fan incorporated town, enter County in which)
iad Located — otherwise ~ check I n/a
X_|Not Applicable
BI Enter fiscal period being reported upon| FY 2021
‘Commonwealth fiscal periods commence on July 1" of the prior calendar year and end on June 30” of that same numbered calendar year.
Enter the total balance remaining, if any, from|
Aid to Localities from the Fire Programs] [_]None
B2 Fund received in fiscal periods PRIOR to that|
Identified in [81] above| $ 8,998.00
Enter any lloreat earned on prior FY balance (not equieal| ——§ ~
Enter total amount received FOR the fiscal
BS Period identified in [B1)| $ 90,786.00
‘Add lines 82] and [B3] and enter total! $
“Amount to be accounted for in this report|
B4 99,784.00
Code of Virginia § 382-401:B(2) “Funds allocated to the counties, cities and towns ... shall not be used directly or indirectly to supplant or replace any other funds
‘appropriated by the counties, cities and towns for fire service operations.”
Code of Virginia § 38.2-401:B(3) “Such funds shall be used solely for the purposes of training volunteer or career firefighting personnel in each of the receiving localities;
funding fire prevention and public safety education programs; constructing, improving and expanding regional or local fire service training facilites; purchasing emergency medical
ccare and equipment for fie personnel; payment of personnel costs related to fire and medical training for fire personnel; or for purchasing personal protective equipment, vehicles,
equipment and supplies for use in the receiving locality specifically for fire service purposes.”
an7 Sheet 1 of 3
NOTE >
Enter by category the total amount disbursed during the fiscal period identified above in (B1]. Enter ONLY those amounts paid
from that received as Aid to Localities from the Fire Programs Fund. Report ONLY disbursements for fire service purposes
which did NOT otherwise supplant or replace locally appropriated funds. (Enter "None" wherever appropriate.)
Expenditures for ... the training of firefighting
a personnel_NOT reported in [C6] $ =
cz .. public (Fire) safety education programs $ -
~ LOCAL Fire Service training facilities as|
C3 ‘such principally or solely serves the locality
Identified in [A1] above
~. Any/ALL other Fire Service training
ca facilities including those that are| $ -
Regional/multi-jurisdictionall
os -- emergency medical] « ~
care & equipment for Fire Personnel|
ce ~ personnel costs related to fire and medical] 7
training for Fire Personnel NOT reported in (01
c7 .. Personal (Fire) Protective Equipment $ 12,969.48
ce . (Fire) Vehicles including Apparatus $ 28,287.13
co Fire Fighting Equipment and Supplies $ 49,529.39
‘ADD items [C1] through [C9]
C10 Enter TOTAL| $ 90,786.00
‘SUBTRACT [C10] from [64] and]
a Enter the difference| l $ 8,098.00
‘Should either be ZERO or a POSITIVE figure representing the amount being carried forward into the succeeding scal period and thereaffer to be accounted fr.
Future Spending Plan for remaining balance: Below provide a detail explanation of how the carry
Horward balance shown in this section will be spent. Explanation should include timelines, amounts and $ 8,998.00
[category in which funds will be spent. Spending plan can be updated annually to reflect agency needs.
b2
nz Sheet 2 of 3
Has ANY part of the amounts listed above in [C7] through [C9] inclusive been used to] Yes
co] “supplant or replace” local funding: the foregoing including that for either or both] [X. No
Operations & Capital Improvements?|
a Has ANY part of the amounts listed above in [C1] through [C9] inclusive been used for| Yes
OTHER than solely “fire service purposes”?|_ [X No
identify a Principal Point of Contact as the party LastName, First Wi, TH
who should be contacted about: McGlothlin, AliciaK Treasurer
* Questions concerning this report Street Address including Zip Code
Ft + To make arrangements to audit records, 137 Highland Drive Suite B Lebanon VA 24266
-or- [Telephone Number FAX Number
* Other similar needs 276-889-8028 276-889-8070
E-Mail Address
[email protected]
(Certification — to be completed by:
ct + County Administrator JOR Deputy, City Manager /OR/ Deputy, Town Mayor / Town Manager: or
|, Other duly authorized official whereby the report is accompanied by a copy of an ‘Ordinance’ or other such instrument clearly
granting that party such authority.
This report is is entered on behalf of the jurisdiction identified above [A1] with the knowledge and belief that all
ein made are true and correct.
|Lonzo Lester [County Administrator | 07/22/21
Typed / Printed Name Tite Date
Signature
(Ail applications must be notarized to be considered — incomplete forms shail be returned)
State of Virginia
}
}
City/County of —_/ (usSel { }
On this 22 day of, Sulu (month) in_ZOZ1 (year), before me, the undersigned a Notary Public for the Commonwealth of
Virginia, personally appeared {0 me known ( or to me proved ) to bg th {dontigal
person named herein and having in my presence executed the above, Pa he executed same Agni vet iGgct and deed.
NOTARY %
My Commission expires: Mary 3) 2025 ts *é
vr Date Notary Public
BNT
= Sheet 3 of 3
FIRE DEPARTMENT GRANT MONEY 2020-2021,
Personal Protective Equip _|Fire Fighting Equip Vehicles
Lebanon 12,969.42
Belfast 12,969.42
[Cleveland 10,621.13 2,348.29,
[Honaker 12,969.42
[Dante 12,969.48
Copper Creek 12,969.42|
Castlewood 12,969.42
Personal Protective Equip 12,965.48
Fire Fighting Equip 49,529.39]
Vehicles 28,287.13
[TOTAL 90,786.00]
RUSSELL COUNTY, VIRGINIA
DEPUTY EMERGENCY MANAGEMENT
COORDINATOR
Russell County, VA, is seeking a part-time Deputy Emergency Management Coordinator.
This person will work directly for the Emergency Management Coordinator. This position
will normally work 29 hours per week but may include additional hours during an emergency
response. Hourly rate is based on education and experience.
Job duties include researching, submission, and administration of federal and state grants;
planning and implementing disaster response plans and activities; recovery and mitigation;
coordinating activities in the Emergency Operations Center (EOP) during emergencies;
designing and participating in local and regional exercises; performing damage assessments
and reimbursement requests; developing and presenting public education information; assist
in managing grants; advising coordinator and administrator in emergency management
matters; maintaining and updating emergency operations plan; and performing other duties as
required.
Applicant requirements include any combination of education and experience in Emergency
Management or a service-related field. Preference given to individuals with professional
experience in the field of Emergency Management or Emergency Services.
Program training of FEMA Series ICS 100, 200, 300, 400, 700, and 800 is required within one
year of employment.
Qualified candidates should submit a county application to the County Administration
Office. The position will remain open until filled. After a review of applications submitted by
interested candidates, the county will interview candidates who most closely meet the
established criteria.
Hiring for Russell County shall be accomplished without regard to race, color, religion,
national origin, gender, pregnancy, childbirth or related medical conditions, age, marital status,
or disability unless otherwise permitted by County policy or applicable law. Applicants hired by
the County must be citizens of the United States or legally authorized to work in the United
States. Reasonable accommodations will be provided for persons with disabilities if requested.
RUSSELL COUNTY, VIRGINIA
DEPUTY EMERGENCY MANAGEMENT
COORDINATOR
Russell County, VA, is seeking a part-time Deputy EmergencyManagement Coordinator.
This person will work directly for the Emergency Management Coordinator. This position
will normally work 29 hours per week but may include additional hours during an emergency
response. Hourly rate is based on education and experience.
Job duties include researching, submission, and administration of federal and state grants;
planning and implementing disaster response plans and activities; recovery and mitigation;
coordinating activities in the Emergency Operations Center (EOP) during emergencies;
designing and participating in local and regional exercises; performing damage assessments
and reimbursement requests; developing and presenting public education information; assist
in managing grants; advising coordinator and administrator in emergency management
matters; maintaining and updating emergency operations plan; and performing other duties as
required.
Applicant requirements include any combination of education and experience in Emergency
Management or a service-related field. Preference given to individuals with professional
experience in the field of Emergency Management or Emergency Services.
Program training of FEMA Series ICS 100, 200, 300, 400, 700, and 800 is required within one
year of employment.
Qualified candidates should submit a county application to the County Administration
Office. The position will remain open until filled. After a review of applications submitted by
interested candidates, the county will interview candidates who most closely meet the
established criteria.
Hiring for Russell County shall be accomplished without regard to race, color, religion,
national origin, gender, pregnancy, childbirth or related medical conditions, age, marital status,
or disability unless otherwise permitted by County policy or applicable law. Applicants hired by
the County must be citizens of the United States or legally authorized to work in the United
States. Reasonable accommodations will be provided for persons with disabilities if requested.
Russell County Virginia
“The Heart of Southwest Virginia”
rls Christian David Eaton
AtLarge District 4
Lou Wallace Robecca Dye, Chairperson ‘Steve Breeding
District 2 District 6 District §
Tim Lovolace, Vice-Chairman Lonzo Lester County
Disirict 4 ‘Administrator
Whereas,
Whereas,
Whereas,
Whereas,
Whereas,
Whereas,
Therefore,
Russell County Board of Supervisors
PROCLAMATION
Spinal Muscular Atrophy is the number one genetic cause of death for infants under two; and
Spinal Muscular Atrophy affects approximately one in 11,000 babies, regardless of race,
ethnicity, or gender, and one in 50 Americans is a genetic carrier of the disease; and
Spinal Muscular Atrophy robs people of physical strength by damaging the motor nerve cells in
the spinal cord, taking away the ability to perform basic functions of life, including breathing and
swallowing; and
there are now FDA-approved treatments for Spinal Muscular Atrophy, all of which need to be
administered as soon as possible to be most effective; and
screening newborns for Spinal Muscular Atrophy is key to preventing detrimental effects of the
condition; and
while these treatments and screenings are a breakthrough, there is a pressing need for
continued research to meet the changing needs of the entire SMA patient population, especially
during this time of pandemic, and to find a cure; then
be it resolved that we, the Board of Supervisors of Russell County, Virginia, do hereby proclaim
the day of August 22, 2021 as
SPINAL MUSCULAR ATROPHY AWARENESS DAY
in the county of Russell, Virginia,
IN WITNESS WHEREOF, | have hereunto set my hand and caused the great seal of the County of,
Russell to be affixed this 22" day of August in the year of our Lord two thousand and twenty
one.
Rebecca Dye
Chairman
Russell County Government Center
137 Highland Drive - Lebanon, Virginia 24266 - (276) 889-8000 - Fax (276) 889-8011.
www. russellcountyva.us
IT ANNUAL
OP so_DIER FEST Sv.
Saturday, Sept 25 and Sunday, Sept 26 at the
Russell County Fair Grounds.
Preregister on Facebook, Registration begins on Saturday at 1000 am
cow SK RUN/WALK Bee
® SUICIDE
rote 1K RUCK QOLBS) eas
$15 person/$20 Team 2-4/$25 Team 4 or more
MOTORCYCLE/CAR RIDE
Single $15 / Double $25 / Meal included
TUG-OF-WAR FALLEN WARRIOR WALL
$10 Team CORNHOLE
GAMES $10 Team
EGG RACE, SACK RACE, .
PIF EATING CONTEST GUEST SPEAKERS AND LIVE
AND MORE MUSIOBYs
THOMAS TAYLOR
INFORMATION BOOTH
FOR VETERANS AND CAR AND BIKE SHOW
THEIR FAMILIES AND MUCH MORE!
1ST ANNUAL VET FEST SWVA
CAR SHOW.
SUNDAY SEPTEMBER 26, 2021
AT THE RUSSELL COUNTY FAIR GROUNDS
CARS, TRUCKS, MOTORCYCLES AND DIESELS, EVERYONE IS
WELCOME AND ENCOURAGED TO JOIN THE FUN!
$10 ENTRY FEE, 50/50 JACKPOT. ALL PROCEEDS GO TO STOP
SOLDIER SUICIDE.
VISIT US ON FACEBOOK AT VETFEST SWVA. REGISTRATION BEGINS AT 8:00AM
MONTHLY BANK BALANCES
June 30, 2021
Regular Account 5,705,425.34
Employee Insurance 6,132,496.78
Employee Claims Account 1,000.00
Non-Judicial Reals Estate Sales 3,145.56
Russell Co. Housing Fund 4,424.36
School Textbook 54,681.98
Sheriff Domestic Violence 1,372.39
Petty Cash Treasurer 919.40
Sheriff Seized Assets 58,670.66
Sheriff Restitution 14,658.67
Sheriff Forfeited Assets 33.70
Comm Attorney Forfeited Assets 34,712.34
Sheriff Federal Forfeited Assets 7,526.01
Comm Attorney Fed Justice Forfeited Assets 125,380.83
Commonwealth Attorney Abanoned Property 500.00
Sheriff Federal Justice Forfeited Assets 7,918.52
Sheriff Calendar Fund 857.31
Sheriff Special Projuects 39,751.83
SSI Recipients 5,600.17
First Sentinel Bank 4,000.00
Bank of Honaker 2,068.62
New Peoples Bank 74,286.23
Certificates of Deposit General 49,575.00
Treasurer's Money Market 2,997,237.79
Certificate of Deposit Library Donations 24,788.80
Certificate Of Deposit Employee Insurance 2,000,000.00
Total Cash In Bank 17,342,032.46
Cash In Office 1,600.00
Petty Cash 100.00
TOTAL CASH 17,343,732.46
DATE June 30, 2021
ACCOUNT DEBIT. CREDIT
Cash in Office 7,600.00,
Cash in Bank 77,342,032.46
Peity Cash 100.00
General Fund 4,687,920,53
Non-Judicial Real Estate Sales 3,145.56
Sheriff In State Trip 30,861.95
Sheriff Dare Fund 100.00
Sheriff Seized Assets 58,670.66
Sheriff Restitution 14,658.67
Sheriff Forfeited Assets 33.70
Comm Attomey Forfeited Assets 31,712.31
Honaker Library Donations 24,783.87
Russell County Housing Fund 4,424.36
Sheriff Federal Forfeited Assets 7,526.01
Sheriff Domestic Violence 1,372.39
‘Comm Attorney Abanoned Prop 500.00
‘Comm Attomey Fed Justice 725,380.83
Fed Justice Forfeited 7,918.52
Calendar Fund 857.31
Sherif?s Special Projects 39,751.83
Social Services (815,672.01)
Swva Asap 17,642.85
‘Coal Road Improvement 476,702.15
CSA (465,555.77)
School Fund 149,572.08
School Food 7,075,167.76
School Textbook 54,081.98
Regional Adult Education 255,118.71
Petty Cash Treasurer 919.40
COVID 19 726,888.52
Litter Fund Trash Pickup (22,938.45)
‘American Rescue Act 2,582,009.50
Current Credit (0.79)
‘Current Debit 14.44
Title XX 77,521.05
SSI Recipients 5,600.17
‘Damage Stamp Fund 2,823.98
Valley Heights 76,823.53
Dante Sewer 53,706.00
‘Employee Health Insurance 6,132,496.78
‘Employee Insurance COD 2,000,000.00
‘Employee Insurance Claims 7,000.00
Law Library 58,784.16
‘Special Welfare 48,190.87
Housing Fund #2 7,700.00
Russell Co Health & Fitness 732,865.92.
Cannery (173,800.62)
WIB 10,051.75
Total 47,343,732.46 17,343,732.46
June 10, 2021
‘The Regular monthly meeting of the Industrial Development Authority of
Russell County, Virginia was held on June 10, 2021 at 5:30 P.M. at the Russell
County Conference Center.
MEMBERS
PRESENT: Ernie McFaddin, Chairman.
Richard Lockridge, Vice Chairman
Carlton Elliott, Secretary
Roger Sword, Member
John Stamper, Member
Donnie Christian, Member
Tony Dodi, Member
ABSENT: Scott Gilmer, Member
Jarred Glass, Member
STAFF: Katherine Patton, Attorney
The Chairman called the meeting to order at 5:37 P.M.
Secretary called the roll and recorded the roll call.
APPROVAL OF MINUTES
Upon motion made by Donnie Christian, second by Tony Dodi and duly
approved by the Industrial Development Authority of Russell County, Virginia to
approve the minutes of the May 13, 2021 meeting.
The Vote was:
Aye: R. Lockridge, C. Elliott, R. Sword, J. Stamper, T. Dodi, D. Christian
Absent: S. Gilmer, J. Glass
Nay: None
FINANCIAL REPORT
Upon motion made by Donnie Christian, second by Richard Lockridge, and
duly approved by the Industrial Development Authority of Russell County,
Virginia to approve the May 2021 financial reports and pay invoices presented.
The Vote was:
Aye: R. Lockridge, C. Elliott, R. Sword, J. Stamper, T. Dodi, D. Christian
Absent: S. Gilmer, J. Glass
Nay: None
REORGANIZATION & ELECTION OF OFFICERS
‘The Chairman relinquished the chair to the attorney Katie Patton, for the
nomination of chairman.
Nomination of Erie McFaddin for Chairman was made by Tony Dodi.
Upon motion made by Roger Sword, second by John Stamper, closing the
nominations and electing Ernie McFaddin as chairman by acclamation.
‘The Vote was:
Aye: R. Lockridge, C. Elliott, R. Sword, J. Stamper, T. Dodi, D. Christian
Absent: S. Gilmer, J. Glass
Nay: None
Katie Patton, Attorney, relinquished the chair to Ernie McFaddin, Chairman,
Nomination of Richard Lockridge for Vice-Chairman was made by Roger
Sword.
Upon motion made by Tony Dodi, second by Roger Sword, closing the
nominations and electing Richard Lockridge as Vice-chairman by acclamation.
‘The Vote was:
Aye: C. Elliott, R. Sword, J. Stamper, T. Dodi, D. Christian
Absent: S. Gilmer, J. Glass
Nay: None
Nomination of Carlton Elliott for Secretary/Treasurer was made by Donnie
Christian,
Upon motion made by John Stamper, second by Richard Lockridge, closing
the nominations and electing Carlton Elliott as Secretary/Treasurer by acclamation.
The Vote was:
Aye: R. Lockridge, R. Sword, J. Stamper, T. Dodi, D. Christian
Absent: S. Gilmer, J. Glass
Nay: None
Upon motion made by Tony Dodi, second by Roger Sword, and duly
approved by the Industrial Development Authority of Russell County, Virginia
appointing Chafin Law Firm as legal counsel for the 2021-2022 physical year.
The Vote was
Aye: R. Lockridge, C. Elliott, R. Sword, J. Stamper, T. Dodi, D. Christian
Absent: S. Gilmer, J. Glass
Nay: None
Upon motion made by Donnie Christian, second by Richard Lockridge, and
duly approved by the Industrial Development Authority of Russell County,
Virginia appointing the Treasurer to handle the day-to-day bookkeeping for the
IDA and appointing Bostic Tucker CPA’s to do the pre-audit.
The Vote was:
Aye: R. Lockridge, C. Elliott, R. Sword, J. Stamper, T. Dodi, D. Christian
Absent: 8. Gilmer, J. Glass
Nay: None
Upon motion made by Donnie Christian, second by Richard Lockridge, and
duly approved by the Industrial Development Authority of Russell County,
Virginia adopting a resolution removing Carlton Elliott as a signatory on the bank
accounts and assigning Tony Dodi as a signatory.
The Vote was:
Aye: R. Lockridge, C. Elliott, R. Sword, J. Stamper, T. Dodi, D. Christian
Absent: S. Gilmer, J. Glass
Nay: None
Upon motion made by Tony Dodi, second by Roger Sword, and duly
approved by the Industrial Development Authority of Russell County, Virginia
setting the monthly meeting time to 5:30PM on the second Thursday of each
month, located at the Bonanza Steak House Main Street Lebanon, VA.
The Vote was:
Aye: R. Lockridge, C. Elliott, R. Sword, J. Stamper, T. Dodi, D. Christian
Absent: S. Gilmer, J. Glass
Nay: None
PUBLIC/GUEST PRESENTATIONS
No guest presentations.
ATTORNEY’S REPORT
‘The attorney reviewed the by-laws of the IDA and recommended some areas
be revised.
Upon motion made by Richard Lockridge, second by Tony Dodi, and duly
approved by the Industrial Development Authority of Russell County, Virginia
approving the amendments to the By-laws as recommended by the Attorney.
The Vote was:
Aye: R. Lockridge, C. Elliott, R. Sword, J. Stamper, T. Dodi, D. Christian
Absent: S. Gilmer, J. Glass
Nay: None
CHAIRMAN’S REPORT
The Chairman discussed a proposal of donating part of the property at the
Russell Place to the Town of Lebanon to expand the JS Easterly Park.
Upon motion made by John Stamper, second by Donnie Christian, and duly
approved by the Industrial Development Authority of Russell County, Virginia
transferring the deed of a section of the Russell Place property to the Town of
Lebanon for the JS Easterly Park.
The Vote was:
Aye: R. Lockridge, C. Elliott, R. Sword, J. Stamper, D. Christian
Abstain: T. Dodi
Absent: 8. Gilmer, J. Glass
Nay: None
‘The lease on the probation office has been signed. The work should begin
shortly. They will move in the Coalfield space temporarily on June 23°,
Work is beginning on the Russell Place cleanup. ‘To remove the asbestos and
fluorescent bulbs will cost $93,000.00. Half of this cost is covered from a (VBAF)
Brownfields grant.
CLOSED SESSION
Upon motion made by Donnie Christian, second by Richard Lockridge and
duly approved by the Industrial Development Authority of Russell County,
Virginia to enter Closed Session as permitted by, VA Code #2.2-3711 (3) Property
(5) Prospective unannounced industry (7) & (8) Legal Counsel.
The Vote was:
Aye: R. Lockridge, C. Elliott, R. Sword, J. Stamper, T. Dodi, D. Christian
Absent: S. Gilmer, J. Glass
Nay: None
RECONVENE TO PUBLIC SESSION
Upon motion made by Tony Dodi, second by Richard Lockridge, and duly
approved by The Industrial Development Authority of Russell County, Virginia,
the Chairman called the meeting back into regular session and requested the
“Certification Motion after reconvening in Public Session”.
The Vote was:
Aye: R. Lockridge, C. Elliott, R. Sword, J. Stamper, T. Dodi, D. Christian
Absent: 8. Gilmer, J. Glass
Nay: None
CERTIFICATION AFTER RECONVENING IN PUBLIC SESSION
The Industrial Development Authority of Russell County, Virginia hereby
certifies that, in the closed session just concluded, nothing was discussed except
the matter or matters (1) specifically identified in the motion to convene in closed
session and (2) lawfully permitted to be so discussed under the provision of the
Virginia Freedom of Information Act cited in that motion.
The Roll Vote Was:
Ernie McFaddin Yes Donnie Christian Yes
Carlton Elliott Yes Jarred Glass Absent
Scott Gilmer Absent John Stamper Yes
Tony Dodi Yes Richard Lockridge Yes
Roger Sword Yes
MOTIONS FROM CLOSED SESSION
Upon motion made by Roger Sword, second by Richard Lockridge, and duly
approved by The Industrial Development Authority of Russell County, Virginia
accepting the offer, plus legal fees and survey cost, from Tommy Schrader on the 4
+/- acre tract in the Russell County Industrial Park.
The Vote was:
Lockridge, C. Elliott, R. Sword, J. Stamper, T. Dodi, D. Christian
sent: S. Gilmer, J. Glass
Nay: None
The IDA discussed the potential locations for further Industrial development sites
in the County.
ADJOURNMENT
Upon motion made by Donnie Christian, second by Richard Lockridge, and
duly approved by the Industrial Development Authority of Russell County,
Virginia adjourning this meeting at 9:57 PM
‘The Vote was:
Aye: R. Lockridge, C. Elliott, R. Sword, J. Stamper, T. Dodi, D. Christian
‘Absent: S. Gilmer, J. Glass
Nay: None
MINUTES OF THE MONTHLY BOARD OF DIRECTORS! MEETING
MINUTES OF THE MONTHLY MEE’
Service Authority held at held at 137 Highland Drive Lebanon, VA 24266 on this
2021 at 6:00 PM.
ING OF DIRECTORS of The Russell County Public
0" day of July
‘The follow
Carter Me
Clifford Hess:
Cuba Porter, Vice Chairman;
Chris Dye;
Donnie Christian, Treasurer;
David Edmonds, Jr.;
Joe Huff; and
Rhonda Lester, Secretary.
y members were present, constituting a quorum (4):
thlin, Chairman;
2. Also present:
Harvey Hart;
James Baker, T&L; and
Rita Baker, T&L
Alll the directors of The Russell County Public Service Authority being present, formal notice
calling the meeting was dispensed with, and the meeting declared to be regularly called.
4, Harvey Hart opened the meeting with the Pledge of Allegiance followed by a prayer led by
James Baker
5. Carter McGlothlin, Chairman welcomed everyone to the meeting and stated that the first order
of business would be the annual Board Reorganization. At this time, Chairman McGlothlin
turned the meeting over to Harvey Hart, Director, for the nomination and election for
Chairman of the Board.
Harvey Hart opened the floor for nominations for Chairman of the Board.
Carter McGlothlin nominated Chris Dye for Chairman of the Board; Chris Dye respectfully
declined the nomination, stating he felt serving as an officer of the Board would be a conflict
of interest.
David Edmonds, Jr then nominated Cuba Porter for Chairman of the Board. ‘There were no
other nominations, so Harvey Hart stated the nominations were closed.
Motion the nominations cease and elect Cuba Porter as Chairman by acclamation made by
Carter McGlothlin, seconded by Donnie Christian. and unanimously adopted
10,
rhe meeting was turned over to Chairman, Cuba Porter, At this time, Ch
the Moor for nominations for Vice-Chairman of the Board.
irman Porter opened
Clifford Hess nominated Donnie Christian for Vice-Chairman of the Board. There were no
other nominations, so Chairman Porter stated the nominations were closed
Motion the nominations cease and elect Donnie Christian as Vice-Chairman by acclamation
made by Chris Dye, seconded by Clifford Hess, and unanimously adopted.
Chairman Porter opened the floor for nominations for Treasurer of the Board.
Donnie Christian nominated David Edmonds, Jr. for Treasurer of the Board. ‘There were no
other nominations, so Chairman Porter stated the nominations were closed,
Motion the nominations ee
by Donnie Christian, sec
se and elect David Edmonds, Jr. as Treasurer by acclamation made
nded by Joe Huff, and unanimously adopted
Approve Agenda -
Motion to amend the agenda to add “Renew retainer for ‘Thompson & Litton engineering
services for one additional year” to New Business made by Chris Dye, seconded by Donnie
Christian, and unanimously adopted.
Minutes of the last mecting dated June 15, 2021 were reviewed and, upon motion duly made
by Chris Dye, seconded by Clifford Hess, were unanimously adopted as read,
Public Comments: None
Harvey Hart, Director, presented to the meeting:
* Bank Activity and Account Balances Reports
© Profit and Loss Reports
© Outstanding Construction Receivables Report
and upon motion made by Donnie Christian, seconded by Clifford Hess, were unanimously
adopted as presented,
Harvey Hart, RCPSA Director, presented to the meeting:
© Water Loss Reports
Rita Baker with Thompson & Litton presented to the meeting the following project updates
from June 15, 2021 to date:
* GLADE HOLLOW/GLADE HILL WATER PROJECT
Installed during this reporting period, a total of 1,640 LF of &-inch water line, 60 LF of 6-inch
water line, (1) 8-inch Gate Valve, (2) 6-inch Gate Valves, and (1) ARV. Also did pressure
testing.
* NASH'S FORD/CLINCH MOUNTAIN ROAD
All comments have been addressed for VDH. Waiting on offer from VDH.
© BELFAST PHII
Installed for this reporting period, (9) meters and 725 LF of %” service line.
© BELFAST PHIL
A CWDF application for $100,000.00 will be submitted by July 26, 2021. A contract
negotiation meeting was held on 7/19/21 with DHCD.
* ELK GARDEN WATER LINE EXTENTION PROJECT —TILLER TRAILER PARK
An application request for $200,000.00 from SERCAP will be submitted by the end of this
month,
12, Old Business to Discuss:
Harvey Hart, Director, presented to the meeting a brief update regarding the fire hydrants that
need repaired and/or replaced in the county. RCBOS advised RCPSA to order parts for the
repairs/replacements and turn in invoices for reimbursement.
13, New Business to Discuss:
Motion to approve the renewal of the retainer for T!
one additional year made by Carter McGlothlin, seconded by Clifford Hes
adopted.
ering services for
and unanimously
14, Matters presented by the Board:
Chairman, Cuba Porter instructed that the Board Packets be made available to the Board
members the Friday before the regular scheduled Board meetings.
15. There being no further business to come before the meeting, a motion to adjourn at 6:47 PM
was made by Donnie Christian, seconded by Joe Huff, and duly approved by the Board of
Directors. The next meeting is scheduled for August 17, 2021 at 6:00 PM.
Dated in the Commonwealth of Virginia on
the 20" day of July 2021.
(Signature)
Secretary Name: Rhonda Lester
Avene + Ago
Russell County Planning Commission
May 17, 2021
The Russell County Planning Commission met on Monday, May 17, 2021 by phone and in the Board of
‘Supervisors’ Meeting Room at the Russell County Government Center, 133 Highland Dr. Lebanon VA.
Members Present Members Absent Others Present
Chairman Kirby Meadows Wayne Young Kevin Tiller Esq
Jack Compton
Charlie Edmonds
Sreynssigne—
Dustin Keith
John Mason
Mark Mitchell
Vice Chair Andy Smith
Oris Christain
Chairman Meadows called the meeting to order at 6:33 p. m. Invocation and pledge were given. Mo
by Andy Smith seconded by John Mason to approve the agenda, motion carried.
April 19, 2021 meetings minutes were presented for approval. Motion by Jack Compton seconded by
Oris Christain to approve minutes as amended , motion carried.
Plats/transactions from April 20, 2021 May 17, 2021 were presented for review.
Roger Sword informed Chairman Meadows that he was resigning from the Planning Commission
effective 5/17/21. With deep regret the Planning Commission accepted Mr. Sword’s resignation.
Mr. Tiller presented Jeff Plaster plat for Fayrene Plaster Lands acreage ( Adjoining landowner/Family
member) to be added to existing plat.
Dustin Keith informed the Planning Commission that the Board of Supervisors approved tobacco and
erage
meals/ raat tai?
Mark Mitchell ask the Comission to consider split of CL Dale Property. The Commission advised when
the road was brought to State specifications there would not be a problem with the split. Mark Mitchell
also brought up county issuing 1099NEC to members for taxes.
Motion to adjourn made by Charlie Edmonds seconded by Mark Mitchell. Motion carried,
Kelas Meda Meadows, Chairman
Fk Mitchell, Secretary
Russell County Planning Commission
June 21, 2021
The Russell County Planning Commission met on Monday, June 21, 2021 in the lobby of the
Board of Supervisors’ Meeting Room at the Russell County Government Center, 133 Highland
Drive Lebanon VA.
Members Present Members Absent Others Present
Oris Christian Mark Mitchell
Charlie Edmonds
Dustin Keith
John Mason
Chairman Kirby Meadows
Vice Chair Andy Smith
Wayne Young
Jack Compton
Chairman Kirby Meadows called the meeting to order at 6:30 p. m.
Invocation and Pledge of Allegiance given.
Agenda approved. Motion by Charlie Edmonds, seconded by Oris Christian.
Meeting minutes approved. Motion by Vice Chairman Andy Smith, seconded by Jack
Compton.
New Business
Motion by Charlie Edmonds and seconded by Oris Christian to table review of the split for
Tommy and Sandra Alderson until more information about split is given by staff
Review of Plats
Reviewed 05/18/2021 — 06/21/2021 transactions.
Other Business
The IDA has yet to get back with Chairman Meadows about the solar ordinance.
Meeting adjourned. Motion by Charlie Edmonds, seconded by Jack Compton.
Huby Winder
Kirby Meadows, Chairman
Attest: ; i,
MarkA-Mitchell, Secretary
Aswy Suit
RUSSELL COUNTY CONFERENCE CENTER
July 1, 2021
‘The following is a list of the Russell County Conference Center events for the month of July.
Date Event Event Type Space
07/03/24 Family Reunion Individual Full
Ashley Herndon Event $125
o7ioai2t Family Reunion Individual Full
Tamara Plaster Event $135
o7io9/241 Glenn Youngkin Town Hall Meeting Community Full
Nathan Kiser Event $155
o713i21 Russell County Community Leaders Meeting ‘Community Halt
Lynn Hess Event $100
o7tsi2t Russell County School Board Meeting Community Full
Dr Greg Brown Event $0
o7er21 Wedding Reception Individual Full
Venessa Stacy Event $125
o7ni7i21 Wedding Reception Individual Full
Vanessa Stacy Event $125
o7er2t Wedding Reception Individual Full
Vanessa Stacy Event $125
o7ngr2t Mountain Movers Meeting ‘Community Full
Kevin Blankenship Event $0
07/20/24 ‘SW Regional Health Training Meeting Individual Quarter
Paige Bordwine Event $85
o7ie2ret Southwest Virginia Regional Jail Authority Board Individual Full
Meeting Event $245
Jeannie Patrick
o7resi24 ‘Wedding Reception Individual Fall
Zachary Smith Event $125
o7reai24 Wedding Reception Individual Full
Zachary Smith Event $125
o7esi24 Family Reunion Individual Full
Shelia Stoots Event $125
overret SWWA Works Youth Media Camp Individual Full
Tiffanie Goff Event $210
o7re8r21 ‘SWA Works Youth Media Camp Individual Full
Tiffanie Goff Event $155
o7reeret ‘SWA Works Youth Media Camp Individual Full
Tiffanie Gott Event $155
(Total: $2,365.00)
- $250.00
Final Total = $ 2,115.00
‘THE RUSSELL COUNTY TRANSPORTATION AND SAFETY COMMISSION MET AT THE BONANZA RESTAURANT IN
LEBANON VIRGINIA ON JULY 13TH 2021
MBERS & GUEST PRESENT
EUGENE FERGUSON LINDACROSS MIKE O'QUINN GARY DOTSON
TIMLOVELACE HENRY KINCER CARL RHEA
GUARD RAILS_CONTRACTOR BEHIND IN BRISTOL AREA
L-GUARD RAILS REPLACED AS DAMAGED
2-RT SBE JUST BEYOND QUARRY ROAD A SECTION OF GURAD RAIL DAMAGED FROM A FALLEN TREE
3-RT 657 NEEDS GUARD RAIL INSTALLED 1/8 MILE SOUTH OF RT. 658 FIRST BRICK HOUSE ON THE LEFT CAUSED BY
AWRECK
4-RT 80 DON STEVENS DR, GUARD RAIL DAMAGED BARTONS GARAGE SUBV.
5-RT 58/QUARRY RD IN CASTLEWOOD GUARD RAIL DAMAGED
6-RT- 58 CASTLEWOOD CROSS OVER AT THE PIZZA HUT DAMAGED
7-NEW GARDEN /CLEVELAND ROAD END OF GUARD RAIL DAMAGED, WILL MOVE RAIL BACK TO ALLOW BETTER
‘TURNING RADIUS. HAS BEEN TURNED IN
8-RT 67 GUARD RAIL DOWN AT DAISY LANE PERKINS CHAPEL END SECTION MISSING
SHOULDER REPAIR AND POT HOLE
‘LRT 58E/609 HIGH POINT INTERSECTION BRUSH AND WEEDS NEED TO BE REMOVED FOR VISIBILITY
2-RT 58W NEAR MILE MARKER 62.8 SIGN WARNING TO WATCH FOR FALLING ROCKS COVERED WITH KUDOZ
3-RT-58 WEST ACROSS FROM PIZZA HUT THE DITCH NEEDS TO BE PULLED AND THE PIPE CLEARED FOR A FASTER
FLOW. THE WATER IS COMING UP IN THE ROADWAY DURING HEAVY RAIN THUS CAUSING A HAZARD CONDITION
ESPECIALLY DURING FREEZING WEATHER. PIPE TO BE CLEANED /VDOT
4-RT 727 SCENIC ELK GARDEN WEEDS AND BRUSH COMING INTO ROADWAY
S-Rt 615 Back Valley cracker neck area dips IN THE ROAD has been patched will fix better in the spring being
evaluated for permanent repairs. Getting worse SLIDE ABOVE THE ROAD. SCHEDULED FOR REPAIRS
6-RT 65/609 INTERSECTION TREE BLOCKING VIEW PULLING OUT ONTO RT 65
*7-RT 645/640 JESSE MILL ROAD NEAR LONG HOLLOW ROAD IS BROKEN OFF
8-RT- 67 MAPLES GAP A CURVE NEEDS A TRUCK ENTERING SIGNS INSTALLED AT A LOWER THAN USUAL HEIGTH
FOR BETTER VISIBILITY. TURNED OVER TO BRISTOL
‘9-RT 682 DEAD AND LIVE TREES HANGING OVER THE ROAD FIRST MILE FROM RT 609 AND BRUSH FROM FALLEN
‘TREES LAYING ALONG THE ROADWAY NEAR THE TOP NEEDS TO BE REMOVED. NOT SURE OF THE LOCATION. GARY
DOTSON SHOWED JEFF CAMPBELL FROM VDOT AND WE DISCUSSED THE CONCERNS
10-RT 1080 NORTH CEDAR RUFF NEEDS TO BE PAVED
L1-RT 63 LARGE POT ON THE INSIDE OF A CURVE NEAR TRASH SITE ALSO RUFF CONDITION IN NORTH LANE FIRST
CURVE BEYOND THE CLINIC. WILL PUT ON SCHEDULE FOR REPAIR
112-Rt 665 past the ball park road falling in just pass 600 intersection WILL MONITOR PUT ON SCHEDULE TO
REPAIR
13-RT. 662 OFF RT 82 NEEDS BRUSH CUT AND SHOULDER WORK. WILL SCHEDULE LABOR FOR BRUSH TO BE CUT
14-RT 750 CAMPBELL ST. NEAR FORT GIBSON CHURCH TREES NEED TO BE CUT
15-RT 609 HIGH POINT ROAD EXIT RAMP COMING OFF RT. 58E NEEDS TO BE EXTENDED
116-RT 635 HORTON RIDGE NARROW ROAD CURVE NEEDS TO BE WIDNED. NEED EXACT LOCATION RABBIT
HOLLOW RD. WHERE SCHOOL BUS SIGN IS LOCATED 1/3 MILE FROM RT, 67 UP HORTON RIDGE.CURVE HAS BEEN
PREVIOUSLY WORKED
‘17-RT 621 SKEENS FORK PIPE CAUSING ROAD TO HOOVE UP NEEDS TO BE REPLACED, WILL SCHEDULE TO REPAIR
18-RT 63 Dante Min. just before water tank road sinking in the north lane potential for a slide, WILL MONITOR
PUT ON SCHEDULE TO REPAIR
19-RT609 HIGH POINT RD. CURVE AT THE STATE SHOP COULD USE A CHEVRON SIGN. SIGN CREW,
20- RT 604 MOLLS CREEK SEVERAL LARGE POT HOLES BETWEEN THE CHURCH AND THE SECOND HOUSE UP THE
CREEK, WILL SCHEDULE FOR REPAIR
21-RT 604 MOLLS CR. NEED SPEED LIMIT SIGNS INSTALLED ON THE LOWER END OF MOLLS CR. THERE ARE 35
SPEED LIMIT SIGNS POSTED ON THE UPPER END.REPORTED TO SIGN CREW.
22: RT 607 BUFFALOW APPROXIMATELY 1 % MILE FROM RT 611 NEAR HOUSE #496 AT THE BOTTOM OF THE HILL.
WATER HAS BEEN UP IN ROAD LEAVING MUD APPARENTLY THE DITCH NEEDS TO BE PULLED AND PIPE CLEANED
23-RT 657 EAST CROSSROADS SEVERAL POT HOLES ENTIRE ROAD
‘24- RT 645 NEW GARDEN RD. CLINCH RIVER BRIDGE % MILE FROM NASH, S FORD RUFF SECTION OF ROAD
25- RT 640 GLADE HOLLOW RIVER MTN. ROAD SEVERAL POT HOLES
26-RT 683 NEEDS SPEED LINIT SIGNS FROM TROUT POND TO RT. 58
27-RT 80 TREES NEED TO BE CUT HALF WAY UP BIG A MOUNTAIN
28RT- 657 EMBANKMENT BROKEN OFF IN TWO LOCATION ONE ON LEFT OTHER ON THE RIGHT COMING OUT INTO
THE ROAD1/4 MILE FROM RT.658
29-RT 671 FLATS CIRCLe EMBANKMENT FAILURE FIRST LEFT HAND CURVE OFF RT.58
30-RT65 BRUSH NEEDS TO BE CUT AT THE INTERSECTION OF RT.611
31-RT 82 PAST 2° CURVE GOING DOWN THE MOUNTAIN ROAD BREAKING OFF INSIDE WHITE LINE
32-RT 665 EDGE OF ROAD WASHING OUT
33-CLEVELAND 4! STREET ROAD HAS BEEN BUILT UP CAUSING FLOODING OF THE CLEVELAND METHODIST
CHURCH AND MAN HOLE HAS BEEN RUN OVER
34- 4TH STREET IN CLEVELAND FIRST CURVE ON THE LEFT BANK COMING OFF CREATING A NARROW ROAD
35-ARTRIP RD. %& MILE FROM CLEVELAND BRIDGE BANK NEEDS TO BE TAKEN OFF TO WIDEN ROADWAY
36-RT 678 UPPER COPPER CREEK ROAD NEEDS GRAVEL AND GRADED
‘SCHOOL BUS SAFETY AND OTHER CONCERNS
ITEMS REPORTED CORRECTED
1-RT 651 ROMANS RIDGE TWO LARGE POT HOLES
2-RT 195/949 NEEDS WARNING SIGNS INSTALLEWD
3-RT SB EAST TURNING LANE TO EVERGREEN RUFF FIXED
4-RT 58 EAST HAWKINS MILL BRIDGE RUFF BOTH ENDS PAVING RT 58 FIXED.
5-RT 82 A SIGN REPAIRED IN HORSE SHOE CURVE
6- RT 651 HUBBARD TOWN RO. POT HOLES PATCHED
7-STONEY POINT ROAD GRADED
8- RT 67/622MILLER CIRCLE STOP SIGN REPAIRED
9-TANK HOLLOW HAS BEEN GRADED
FUTURE MAJOR SAFETY PROJECTS
{1-RT 627 DANTE SAWMIILL HOLLOW CURVE NEEDS WIDENED AT THE UPPER END NEAR THE BALLFIELD and also the
one lane road near the R.R tracks TO HANDLE ANTICIPATED HEAVY TRAFFIC TO A CAMP SITE. COUNTY WORKING
WITH VDOT A RIGHT OF WAY PROBLEM. POSSIBLE SMART SCALE PROJECT
2-58W CASTLEWOOD AT THE TRAFFIC LIGHTS ROAD HOOVES UP THAT COULD CAUSE A POTENTIAL HAZARD
CONDITION, PAVING SCHEDULED WILL BE FIXED THEN
3-Rt. 71s / 604 Molls Creek INTERSECTION needs bank KEPT scaled back for visibility
4-Rt. 80 from the doubles to Rt. 19 needs a passing lane installed
S5-Rt, 645 New Garden Road water undercutting road one mile East of Nash's Ford Bridge GETTING WORSE /PER
‘TONY, WILL SCHEDULE FOR REPAIR
6-Rt. 19 south exits 1 coal tipple hollow ramp needs to be extended
UNDERLINED AND BOLDED COMMENTS WERE REPORTED FROM HENRY KINCER
COMMISSION MEMBER INFROMATION
BARBARA COX 971.1502 JOHNNY JESSEE 889 1563,
LINDA CROSS 794 7618 TIMLOVELACE 9710367
GARY DOTSON 7 62.9803 TONY MAXFIELD 254 2492
EUGENE FERGUSON 210.8504 MIKE O'QUINN 701 7086
CARL RHEA 254 3810 HENRY STINSON 873.4905
HENRY KINCER 889 7601
NEXT MEETING WILL BE AUGUST 10TH 2021. WE THANK ALL WHO ARE INVOLVED IN KEEPING OUR ROADWAYS
‘SAFE AND OUR GUEST PARTICAPTION
SAFETY IS A COMMITMENTIIII!I1III! PREPARED BY GARY DOTSON.
Dilapidated
Structure and
Litter Reported
Sites
Address
4478 Red Oak Ridge
Rd.Castlewood, VA 24224
2625 Banner St.
Paul, VA 24283
Winchester Hotel
st
Pi rty OV
roperty Owner Tax Map I.d.
Warren & Lesha Kiser
158 R SB 1831
Beecher Mays &
Brenda Hammons
c/o Connie Jessee
157 LIB 3294
Timmy or Kristy Lee
14414 Marshalls
Retreat Rd. St. Paul,
VA 24283
157 RSA 1767
Comments:
3/1/2021: RC BOS voted and passed motion to proceed with legal
action.
3/2/201: Final notification issued and sent to property owner, via
certified letter.
Na resnanee fram nranarty awner to date
2/19/2021: Site Observation with R.C.S.0. ~Notification of corrections
to be completed to be sent to property owner. 4/19/2021: No
contact/response from property owner.
(06/30/2021:No contact/response from property owner. RC Building
Official requests direction from BOS
7/26/2021: No contact/response from property owner. RC Building
3/2/2021: 30 day Notice issued and sent to property owner via
certified letter. Public Notice to appear in Lebanon News beginning
3/17/2021, ending 3/24/2021.
4/19/2021: No contact/response from property owner.
06/30/2021: No contact/response from property owner. RC Building
Official requests direction from BOS
7/26/2021: No contact/response from property owner. RC Bullding
Official requests direction from BOS
fs
Gobble ~ (Trailer) Billy Wyane Mary
Elizabeth Gobble P.O.
Box 519 Castlewood,
VA 2424-399 138 R 2328 B2
Tim & Rendy Hale 192 Lower Bear
Wallow
Dante, VA 24273
159 RIB 2189
Calvin W. or Carla 960 Private Rd. #
Elmore 6294
Palestine, TX 75801 459 R18 2201
3/2/2021: 30 Day Notice issued and sent to property owner via certified
letter. Public Notice to appear in Lebanon News beginning 3/17/2021,
ending 3/24/2023. 4/19/2021: Per
discussion with RC Building Official, previous property owner advised
property information is incorrect. 06/30/2021: RC Building Dept.in
process of attempting to obtain mobile home owner information.—
3/1/2021: RC BOS voted and passed motion to proceed with
legal action.
3/2/2021: Final Notification sent via Certified Letter
3/6/2021: Cert. letter recpt card received by RC Building Dept.
4/19/2021: RC Building Official observed property.
06/30/2021: No contact/response from property owner.RC
Building Official requests direction from BOS
7/26/2021: No contact/response from property owner. RC
Building Official requests direction from BOS
4/19/2021: RC Building Official observed property.
5/26/2021: Letter returned to sender, not claimed.
06/30/2021:No contact/response from property owner. RC
Building Official requests direction from BOS
7/26/2021: No contact/response from property owner. RC
Building Official requests direction from BOS
Animal Control Report
July 2021
Animal control answered 120 calls
12 dogs adopted
5 dogs reclaimed
54 dogs transferred to rescue
Shelter was inspected by state inspector. We had 0 violations
Library Board of Trustees Meeting Russel Coun abe Lary,
_ ____ Members Present Members Absent
Judy Ashbrook Karen Davis Ann Monk Susan Breeding
Karen Herndon Sharon Sargent
Yvonne Dye _ Sherry Lyttle Sharon Van Dyke
Chair Karen Herndon called the meeting to order 15 June 2021 at 5:00 pm.
Introductions:
Presentation:
Minutes: Judy Ashbrook made and Sharon Sargent seconded a motion to approve the May
minutes as distributed; motion passed.
Communications:
Financial: Karen Davis made and Ann Monk seconded a motion to approve the bills; motion
passed.
Staff Reports: Kelly McBride Delph reviewed the Activity, Programs, & Director's Report.
Unfinished Busines:
New Business: Sherry Lyttle made and Karen Davis seconded a motion to accept the revised
Replacement Costs Policy; motion passed.
Review and Summary:
‘Ann Monk made and Sharon Sargent seconded a motion to adjourn.
Respectfully submitted, __Kelly McBride Delph
Secretary
CUMBERLAND PLATEAU RWMA:
Mr. Toby F, Edwards, Executive Director
BUCHANAN COUNTY:
RUSSELL COUNTY:
Mr. Jeff Cooper
Mr. Tim Hess Mr. Carl Rhea
Mr. Tim Lovelace
Agenda
1. July 21, 2021 CPRWMA Board of Directors Roll Call for Quorum.
Ww
vi.
vil.
a) Approval of Minutes of the June 17, 2021 meeting.....
Motion: Seconded:
Il. Administrative Business
a) Review CPRWMA Waste Stream Report June 2021
Mation: Seconded:
b) Approval of the Treasurer's Report for the month of June 2021
Motion:. Seconded;
©) CPRWMA Attorney's Report for June 2021...
d) Litter and Recycling Report...
Old Business
A) Discussion repairs to the Tire shear and Tire Machines.
Motion: Seconded:
B) Tire Equipment Savings 2020-2021...
Attachment
New Business
A) Executive Directors Yearly Evaluation.
Attachment
Motion: Seconded:
B) Regional Tire Shredder for Buchanan, Dickenson and Russell (Long term)... Attachment
Motion: Seconded;
Correspondence
Adjournment and Next Meeting.
Chair or Vice Chair conducting the meeting:
Motion: Seconded:
Minutes submitted by: Ron Peters and Saundra Honaker
137 Highland Drive / P.O. Box 386 Lebanon, VA 24266
Phone 276-833-5403 Emall [email protected]
www.cprwma.com
®
DICKENSON COUNTY:
Mr, Damon Rasnick
Mr. Ronald Peters
DICKENSON COUNTY:
‘Mr, Damon Rasnick
‘Mr. Ronald Peters
CUMBERLAND PLATEAU RWMA:
(Mr. ‘Toby F, Edwards, Executive Director
CUMBERLAND
PLATEAU,
BUCHANAN COUNTY:
RUSSELL COUNTY:
Mr. Jeff Cooper
Mr. Tim Hess ‘Mr. Carl Rhea
Mr. Tim Lovelace
Cumberland Plateau Regional Waste Management Authority
Monthly Board Meeting Minutes
June 17, 2021
‘Members Present: Others Present
Jeff Cooper, Chairman ‘Toby Edwards, Director
Carl Rhea, Vice Chairman Rw. Thornbury, Legal Counsel/Treasurer
‘Tim Hess Danny Davis, Buchanan Co Transfer
Tim Lovelace Saundra Honaker, Finance Officer
By Phon
Damon Rasnick
Ronald E Peters, Secretary/Treasurer
CALL TO ORDER: Chairman, Jeff Cooper, called the June 17, 2021 meeting of
the Board of Directors to order at 4:20 PM. The Pledge of Allegiance and prayer was
given.
QUORUM: A quorum of those physically in attendance was established.
ELECTRONIC PARTICIPATION: Pursuant to Code of Virginia Section 2.2-3708.2, upon
notice provided to the Chair, Ron Peters and Damon Rasnick, participated by phone.
‘At the meeting Mr. Peters stated he participated from Kissimmee, Florida, due to
personal reasons. Mr. Rasnick stated he participated from , Virginia, due to
personal reasons relating to family medical issues. This was the first electronic
participation by either member for personal reasons.
‘The June meeting was held at 4:00PM rather than 5:00 PM, with proper notice
provided. A motion was made by Ron Peters and seconded by Tim Hess to ratify
moving the meeting from 5:00 PM to 4:00 PM. Motion was ratified, voting as follows:
137 Highland Drive / P.O. Box 386 Lebanon, VA 24266
Phone 276-833-5403 Email [email protected]
www.cprwma.com
®
Cumberland Plateau Regional Waste Management Authority
Monthly Board Meeting Minutes
June 17, 2021 Page 2
‘Tim Hess - Aye Carl Rhea ~ Aye
Tim Lovelace- Aye Jeff Cooper - Aye
Ron Peters ~ Aye Damon Rasnick - Aye
APPROVAL OF MINUTES: The minutes of the May 20, 2021 monthly meeting of
the Board of Directors were presented for consideration. A motion was made by Tim
Hess and seconded by Carl Rhea to approve the minutes as presented. Motion was
ratified, voting as follows:
‘Tim Hess ~ Aye Carl Rhea - Aye
‘Tim Lovelace- Aye Jeff Cooper - Aye
Ron Peters ~ Aye Damon Rasnick - Aye
ADMINISTRATIVE BUSINESS
WASTE STREAM REPORTS ~ May 2021: Toby Edwards reviewed the waste
‘stream reports for May. Overall Buchanan and Dickenson showed a slight decrease
and Russell County a slight increase for May.
‘TREASURER’S REPORT - May 2021: Ron Peters presented the CPRWMA
Treasurer's Report for the month of May 2021, reporting the total cash balance was
$330,207.66 at the end of May. A motion to approve the report as presented was
made by Tim Lovelace and seconded by Car! Rhea. Motion was ratified, voting as
follows:
Tim Hess - Aye Carl Rhea - Aye
Tim Lovelace- Aye Jeff Cooper ~ Aye
Ron Peters - Aye Damon Rasnick - Aye
‘The end of the fiscal year finance report will be presented at the July meeting,
CPRWMA ATTORNEY'S REPORT ~ May 2021: Rebecca Thornbury stated that
there was no new information to report.
LITTER AND RECYCLING REPORT: Toby stated that there was no information to
report at this time.
OLD BUSINESS
REPAIRS TO THE TIRE SHEAR AND TIRE MACHINES This will be
addressed at the next meeting to allow more information to be presented.
Cumberland Plateau Regional Waste Management Authority
Monthly Board Meeting Minutes
June 17, 2021 Page 3
NEW BUSINESS
No New Business
CORRESPONDENCE
VACORP COVERAGE 2021-2022 Members were asked to review the policy and
place it in the Board Binders to show insurance coverage for the upcoming year.
VA DEQ INSPECTION ~ RUSSELL CO TRANSFER STATION The VA DEQ is an
annual inspection of the transfer station. The recent inspection indicated no
deficiencies were found at the Russell County Station. We are still waiting on the
reports for Buchanan and Dickenson Counties.
ADJOURNMENT AND NEXT MEETING
A motion was made by Tim Hess and seconded By Carl Rhea to hold the next
board meeting on Wednesday, July 21, 2021 at 5:00 PM at the Peking Restaurant in
Grundy, VA, and to adjourn the meeting at 5:45 PM. Motion was ratified, voting as
follows:
‘Tim Hess - Aye Carl Rhea Aye
‘Tim Lovelace- Aye Jeff Cooper - Aye
Ron Peters ~ Aye Damon Rasnick - Aye
Secretary/Treasurer Date
_Gumberand Pata Realon! Wats Management Autorny
Cumberland Plateau Regional Waste Management Authority
Waste Stream Analysis
Period: December 15th, 2020 to December 15th, 2021
Buchanan County
Feb zeztatarch | Moreh202%- Apdt2021- May 2024 une dune ZE2tauly July 202%-Aug Aug2021-Sept Sapl2024-Det Oct 2021Aow NovzE21Dec Teale Tons All (Peron)
lWaste Material(s) oxc20-Jenauztien202trab 202-2021 Apil2021 _ tay 2021 2021, mat 2a aan mn 221 21 Mente Tena
[Household Tosses S289 —Toaaa? 120500 104552714572 1.10827 300 000 ‘o0o ooo ‘Too —7.5657
\Commercial 2478521080 acd = 73828 «867418549 21ST 000 0.00 0.00 0.00 000 1.56865,
(Construction
[Debris 459 1028 e7s 17735388 81.49 sos7 0.00 000 0.00 0.00 0.00 455.14
lvardash Waste 000, 0.00 0.00 000 6-428 0.36 5480 0.00 000 0.00 ‘000 ‘000 cry
Jaine waste 2450037782481 S85S 43082 390.21 333.95 ‘0.00 000 000 000 000 (2774.50
industrial Waste 000, ‘0.00 0.00, 000 000, 0.09 000 0.00 000 000 0.00 0.00 0.00
Roofing Wasta = 0.00 0.00 0.00 000 000 0.00 ‘000 0.00 0.00 000 0.00 2.00 0.00
Ties 2740 17.94 7288 41589078 3058 4a64 0.00 ‘000 000 000 0.00 257.80
|white Goods 059 900 5.85 000 000 000 oat 0.00 ‘0.00 000 0.00 2.00 645
Liter Piekeup 935 340 785 qa 544 758 1907 0.00 ‘000 0.00 000 000 a5
egal Oumps 0.00 0.00 ‘00 000000 ‘0.00 0.00 0.00 0.00 ‘0.00 0.00 0.00
[Dry Studge 0.00 0.00 0.00 000 0.00 000 0.00 0.00 0.00 000 0.00 000
Icarcass 050 0.2 oat 012 000 134 025 000 0.00 0.00 0.00 000
[Storm Debris 0.00 2.00 1373 at 0.00 0.00 0.00 000 0.00 0.00 0.00 000 5447
"os BS AE SCT OTT [TERE TT
Town ot Grind 0.00 000 000 000-00 00 0.00 000 oo = 000000
Dickenson County
mange
Jenzsavfeb Febzogatarch March 221- Ap 0)- Mey 2021June arm 221y dy 20R-Au AuQOELSept_SepLaOetCet2a-Nov “eam (Peron)
lwaste Materials) Dcae-senzeat 208 an ‘azar ayaeat 000 en ion fen ed Zeit” novztorest _““counes”"Tomupe
Household Sorts S130 61083 173057 — ean To eases ___000 700 300 —o00 000 aso
[Commerciat tess 3177«=«1376~«GSSZ~—«t9BBtS1OL 20038 O00 0.00 000 «000 |g tor0.7
\Conetructon
Debris 412 2078 tps0 25a) tots) 2893 0.00 oo 000 0m maar
vara waste 00 000 ‘000000000000 0.00 000 000 00 000 «000 00
Mine waste zauso «26367 «= «2392823136 2aat1 «= e792 0509-000 0.00 000 000 000 «4,610.13
lncustial Weste 0.00 000 300 ooo 000 000 0.00 000 00 a0 000000 0.00
Roofing Waste 0.00 000 000 000000 000 000 0.00 000 000 00000 00
Hikes 13490225 1998 3180905 M47 1700 ‘0.00 00 000 = 000 atta
Storm Debris 0.00 000 000 000-000 000 000 0.00 0.00 000 © 009 ° 000 ‘00
[carcass 0.00 oo 005-000 02 000 005 00 0.00 000 000 «= 000 018
lory Studoe 0.00 000 200 000000000 0.00 ‘0.00 0.00 000000 = 000 2.00
Iter ‘0.00 ‘000 000 «000 000000 0.00 000 00 00-000 = 000 0.00
Itegat
[Dumpsictearups 441 ose o70 ama 0m tae 053 000 000 00 = 000-000 1220
Tomotetrewsed 000 2.00
Sembartnd Patan Renionel Waste Manscament Authority
Russell County
aesooe
Fevzatatach Machatat- Api a0t- May202\June Je ibthy Say 202vAuy AnQZEZSe Sept28NLOH OCIA NovaEaiDe Teatomat Peron)
Waste Matas) ov 2-sonatstanatonew at" ant “aptaest ayant at ‘ian Et Ea Saar Oa EN che Tomogr
ousehoid Ties 141183 —T2ae7 —1aseae 12008 —Tazs 7S TH1as8 00000 000 000 a0 at 06
lCommercist —iz588«—= abo iz0g1 izes 7090 'a70~—=«igtes«=«sooSS«C«t SSCS
[Constrtion
Debris 9618 4428 ass tns1 7318 soses 555mm an8
lyardasn Waste 00000 000 090000 ‘000 000 00 «= 000mg
tine Waste 00 «80 000 000 0mm 00 00 000 «= 000m
Industral Waste 2474 «2623S 1S 302] ez| toi
Roofing Waste 0000.00 000 00000000 00 cr a eT ey
fires har 88 1408 1035 a840=2525-=SCH3BS MDDS
lwnitecooes cn oo = Sar S000 oo rn 7)
Jpanates 00000 000000 ©0000 2.00 00 000)
ory stage 00000 O00 900 000 aaa 200 cn
[Contaminated
Recyeie 00 000 080 000 0 ao 00 Cy: ny a ey,
teget Dumpsite 383000 09 57872 taa0—te9 00a SiS
lstormDebris000.«|= «00D 00 000-000 coo, 000 000 000000)
carcass a4 250 435088 oat as 19 a
of Mame 1076 segue sassz0 taser gore temnay arate og ago onan ono, AORSAET] ters
jrownoftsbenon 0.00 00 000 000 a a eT)
frown otHener 000 000
frown ot lewiand 000 000 000 ov a eT)
‘Total FY
zmoznes 31,145.01
_Comtuan Pats Waste eam aaa Rape
‘Buchanan County Waste Steum Anaiyals
Pood: June 16th, 2024 to July 15.2024
[FESS ere ee aoa [er | |
Nama ot |rieone) tation zemp ant
ma mr ame oats aie ts mae ama amet | caer | ome
MestoMeteiel | crema | coms | om) | conn | crm | tomy | ors) | em) | cron | crow 1c | tow cre) | cent | coms | com | com)
IHousshote sg002t 144672 411029 | sonst roses ‘orra2 116021 138556 12729 tonses TOESIS 49799 1.799 ese 49293 La HT 28729
[Commercial 2237. 48549 183.00 | ase somes rates sre 7263 use 46777 zezas sage sae tet 7 gran eda” iene
[constrion
Deane gsr eras sree su tous sss zazeagy 75k se raz) gas asa stg ass sane.
Ivar Wises Sis 030 ss 138000 Oeste omoarea 98 800 a0 80000
Ine wast segs suez1s4¢__sgoz1 2323. tena tener aaron eves 000 atta 2503 tte aaa eta ata
lnsustistveste 000 ogo 000 a9 aman aco an acinomae eee te oe
[Rooting waste 000 co, goat tok 358 see Sesto) trae
Ines Sn A rT, YY SCT YY
jem Goods 00s ago bo aco sa8 onto oma mS ae
luter Pickup sor 786 sas | agp gases ates 78 Ceska aS ay ae
leas! Dumps 000 ogo oo) ooo msgs tom tm oat
ly siasge Ty. eT ey ee) ee aT}
[cercass 0% 1M isi "ogo es ost aes oma oases aad
[Storm ostris 000 ag) at aon tear rages ram © tes tsk See SC«aaa a
200
sasvar' 17an75 4541
uss) tgenes gm 4asrgo saraon
‘Buchan Comyn Sr Ay
‘Rhona
ys0073 41057 sgsess gaze scen01
ss2eoe 156072 447780 4e982
f/f LOEOP EOP EE OES
[Fetal Teanage incodes the towing wna
Tons
1800.00 ———
+1900 09
1.400.00
1,200.00 +
1,900.00
600.00
400.00
200.00
0.00
Buchanan County 2020-2021
ala a=
& ae s y
oe 8 of ma vt
Materials
+ mfp 2nztay 2001
wee ao eraT
isn 221-2021
|oFeb 2021-March
‘eft 2021-Apa
‘ahay 202t~tane
15 30he 2021 tty 2021
|pdy 2021-Aup 2021
whup 202%-Sept 2021
swept 2021-02021
anti te an Sn ip ape
=
es) |g Lom {gros | tom | cine | cum) | cans | cam | Comp
exo siz ee ee mx
tear anes Se tone as Soe ae ae 78
an tw an un Mao aie eee tee as
Sc eas ‘oer 009 og eon 000000 sat
seer mes wa796 aes "arms ase ago uaa sao
‘boo “aco ‘0c ‘aco aon oman eo eco
co Ser Shas Ser aes aera ne
wor eae win) te bao 6a ua
00 > ooo te to) 000m am Oa ooo
027 ase rn re ee cer cr eer cD ses
000 Geo ‘oo bao | cg aco ago aca rr
oc ooo eo oT) 00
390000 om ogo age ag. agama 200
sous asta sons 9M ours erogo azros sons yorzas ss7ena sresd4BERO peers ottz7 | ssatat —oner2 none
Dickenson County Waste Stream Analysis
(This Month)
[tow efcimorod —@
ot
Tons
1,800 00
1.600.00
1,400.00
4200.00
1,000.00
sever zo-van za)
‘Jon 2021-Feb 2021
‘Feb 2021-March
coflrch 2021-Apt
hg ane nay 2021
‘May 2021-ne
12dpe 2021 2021
‘edly 2021p 2021
‘whup 2021-Sept2021|
Sept 2021-02021
cubertnd Patou Waste Steam Anais Repo
‘Russell County Waste Steam
Period: June 16th, 2021 to July 15, 2021
I
I
l
Lebanon
[Gieveland
Nameot | risen | Last tonn zs 2 216 21 zoo zon amor | 208
Waste Material {rene tors) |_crons) | Crone) | Crom) | rons) | cons) | rons) | rons) | ctons) | crena) || cronay | rons) | (rons) |_ctone) |_cers) | cronsy
ouseetd 131368 142673150905 148056 | 1,18332 108309 1.16510 1,245.19 131373 141833. 1.20070 1.55070 1.52685 1.56726 16041 1.44941 1.70093
\conmeri iiss 9870 dors7 _isao1 iat45 iza75 istg7 iosao 14551 112609533 i7e0e i729 20159 23420 ones 24452
|consiecsonDetrs 555 «= N04B_—«OGE2_——«G7.O1—*19850—« SOS «GSA 7AG2«S795 «BAIS «7324 12947 «1651711811 -a7SOY 709311011
[yaraaah Waste 000 900 oon se67 54a 5537 Bada 3aS | 1ise3 6805312 SES zea eT
ne ests 00 000 000090 000 0c0 0g) Saiz) 5824 000 © «00000000000
Pode waste 4421 3929 3908-2855 at0s 22388] aD} S90 SSD teas eas x05 aug
IRoctg Waste 000 000 900 oc 000 «09-000 800~SC) S00) Samora 2s
ites 1386 2525-3572 me2S 898 6AF 8S 85S tO} 728 508539713 S25 BTC
wits Goode 00 000 000 9294228 oat 140360 D485 00578 720A m7B 219 as
[atstes 000 000 090 000 000 > 000 000 000 000 600-000 000 +000 000 -«000-| «00D
ly ste 000 000 000 000 000 000 000 «000-060 000 +000 000 00 ~—S0)000 | co
JconsaminateaReeyts 000000000000 000 —SCOD DoD SSCS)
tops umpate 34194340 075-428 ong 351 ae 783548 128183180 Od 7239000 tae
[stor Dette 900 900 000 009 "000 0000.00 900-060-000 ood «oon ==) Sono
[cacoss 599048 095 oss aa? Sst ase tes tay ats a8 44028 e182 D
00
[ 4STASA 160947 200435 1510.22 1,683.49 1407.78 1440.10 1,608.49 1551.16 _4,69825 1,611.19 1.87397 1,910.20 191958220420 195749 2.20468
‘Russet County West Stream Anayls
‘nisin
1400 a —— - = =
120 = Soe
=o = = za
“0 = =a
20 = a cs
°
CS /
{Total Tonnage includes the following towns:
<
ra
Honsker
e
are
f.
sIeHIEW
& fae &
e
& Ff fe & S&F
A ¢
ba
rie
1202 0-120 ese
zoe dog-tz0e Say
000%
07009
120 Boy-1202 Aero,
{zoe Are-2oe une)
sunr-1202 Aen
ovooe
zoe heresz0e ye
woeizoe aie
TZ
vpvereizae esa
oz 93-1202 vere
| sae wee se 9800
++ oo-ooe's
— Hom
EE coey,
Cumberland Plateau Regional Waste
Management Authority
Cash Flow Statement
June 2021
Cash Balance - May 31, 2023
Cash Received - Tipping Fees:
Buchanan (May)
Russell (May)
Interest
Cash Expenditures
Cash Expenditures - May 2021
Cash Balance - June 30, 2021
84,564.14
81,162.68
330,207.66
165,726.82
149.99
(168,149.16)
327,935.31
Fund Balances:
Capital Equip Replacement Fund $247,810
DEQ C/D $25,000
If
Cumberland Plateau Regional
Chock Register
For the Period From Jun 1, 2021 to Jun 30, 2021
Fier Crea Ince: Report order a by Chock Number
‘Chock® “Bato _Payen
Amount
‘@/2i___ Anthom HealihKeopers, na,
62/21 TAG Resources, LLC
6/18/21 TAG Resources, LLC
13930 87/21 —_Unifirt Corporation
19331, 6/7/21 Mansfield Ol Company
13332 6/17/21 Vansant Lumbar Company
13333 e721 Verto
13334 e721 Postmaster
19336 8/17/21 Buchanan County PSA
13336 6/17/21 Appalachian Power Company
13397 8117/21 Industial Development Authority
13938 enzat Void
13330 6/17/21 Honaker Solutions, LLC
13340 6117/21 Innovative Technology Solutions
13341, @N7I21 Past Control Plu, Inc.
13342 8/17/21 Dickenson Co Public Service Authority
13343 617/21 WM Corporate Services, inc.
19344 en721 Lowe's
13345 G72 Crystal Springe
13346 817/21 Card Sorvicas Cantor
19347 8i17/21 Advance Auto
13348 6117/21 Appalachian Power Company
43949 e721 Verizon
19350, 87721 Verizon
13351 6/17/21 Appalachian Power Company
43962 9/17/21 Appalachian Power Company
13353, 17/21 Skyline Fabricating, in,
15354 8/7/21 Clintwood Lumber and Supply Co., Ine
13985 817/21 MXI Environmental Services, LLC
19356 6/17/21 Justice Law Office
19357 env Vold
13358 6128/21 Flolds Restaurants, LLC
13350 @2e21 Sonny's
13360, e221 Toby Edwards
19361 6/28/21 Lebanon Block & Supply
13362 6/28/21 Central Seal, Inc,
71824 e071
7.26.21, ersorat
Ondine 6/17/21 Caterpilar Financial Services Corp.
PReI21 —G/N/21-—_—Ronald E, Peters
PR6IZ1—6/1/21_—_Damon Rasnick
PRe121 8/21 TimLovelace.
PReIZi = 6/21 Cart Rhea
PRBIZ1 §—arizi_—_dettery S, Cooper
PReIZi ——Git/2t_— Timothy W, Hess
PROIE2t —@/I/21 Toby F. Edwards
PRoao21 6/80/21. Toby F. Edwards
Total
136,404.83 BC TiopingiH
(04188 Tobya HoalhValon/Dental
233,33 Employee 401K
233,33 Employee 401k.
403,05 Uniforms
72.02 Vehicle Fuel
59.09 BC Sta Maint
40.53 RC Phone
76.00 Post Office Box Rant
62.90 BC Ullly
282.84 BC Electro.
200.00 Offs Rent Jul2t
750.00 Accounting Jun2t
37.50 IT Support
120.00 Pest BCIDCIRC. $40 each
165.00 DC Utlity
$53,050.16
OC TippingiHaul $33,604.13,
RC Tippingitieul $49,940.62
22.08 RC Supplies
40.50 RC Supplies
374.75 BC Supplies (Wal-Mart) $10.25
‘DC Supplios (Wal-Mart) $18.25,
RC Supplies (Wal-Mart) $18.25
DC Equip Maint (Butty) $320,
139.00 BC Equip Maint
204.24 DC Electic
36.48 RC Phone
83.35 BC Phone
48.81 RC Electric
184.76 RC Elactiic
5,079.95 BC Equip Maint $1,693.31
DC Equip Maint $1,693.32
RC Equip Maint $1,693.32
9.69 DC Suppl
3,633.00 DC HHW Event
78.74 Legal May/2t
89.48 Board Meoting 6-17-21
16.00 BC Fuel
37,44 BC Supls (Auto Plus) Relmburse $18.08
Supplies. (Ebay) Reimburse $16.48
24,84 BC Sta Maint
3/849.04 DC Sta Maint $3249.84
RC Sia Maint $600,
1,405.92 Federal Withholding
274.68 State Withholding
8,218.75 Note Payment
184.70 Director's Compensation
184.70 Director's Componsation
104.70 Director's Compensation
186.70 Director's Gompangation
2,801.36 Salary iat hal
34
16
‘CUMBERLAND PLATEAU REGIONAL WASTE MANAGEMENT AUTHORITY
FY 2020- OPERATING BUDGET & EXPENSE REPORT
Bipenditures TETIET
Th g/30/2024 Sudesh
Direct Expenses:
[Transport/Disposal PREROEN AGI 92.00
ire Recycling 25,516.58 45,000.00
HAW Event 25,609.55 z
[Other Reimbursed Expenses 2,001.00 7
SCTE 527 552.00
[Overhead Expenses:
Debt Service- Loaders 74,625.00 75,000.00 | sa7e|
[other Disposal 3,450.00 2,000.00 | 7a
ui =
Buchanan 4515.28 5,100.00 | sex
Dickenson $183.00 4,500.00 | ~uisx
Russell 4825.02 4,500.00 | so7x
Supplies: .
Buchanan ERIIEOY 2,506.00 | “ria
Dickenson 1,695.49) 2,500.00 | ew
Russell 3,600.57, 3000.00 | sw
Fuel: -
Buchanan 5952.80 6,000.00 | on
Dickenson, 4422.32 4,000.00 | isn]
Russel 5270.26 7,000.00 | 75
Helephone:
Buchanan FEES 1300.00 | same
Dickenson 148157 3,100.00 [1554
Aussi 1,567.05, 3,500.00 | 10
[Station Maintenance/improvements: -
Buchanan EZECEXET 726,000.00 | ax
Dickenson 28,313.04 26,000.00 | ~iaex|
uss 19}061.25 26,000.00 | 7
Loader/Equlp Malntenane -
‘Buchanan T0840 Tass |_ om Fivanagerment breakdown
Dickenson 76,958.46 224355 ize] [Toby Health ors
Russell 25,498.41 2443555 | soe] roby Salary 7119.67]
[Transfer Station Permits and Managements a 401k cost/contrbution 6399.24
Station Permits 3566.00 39,000.00 "sax ——_raxes 5466.92
ACO insurance 27,568.00 34,000.00 | 225%]
[Management & Fringe 9477201 20,000.00 | sa25]
[Finance Manager 9,200.00 9,000.00 | 10m s177201]
co T8627 72,000-00-| sar] Tenor CORE Wares
Tr supper 659.6, 4,000.00-| 161% ay 130647]
[Ofice Rentainteret/CelVOfice SoppTes 4,597.02 6,900.00 | 774] foxes 1086.3
[Birectors Comp & PI Tax 75,071.00 18,100.60 | — asx] 35073
fesslonal Fees (AOANT 7.200300 4,000.00 [iso] [Oca reakdoum.
Mesting xpense 2,889.34, 3,000.00 | a7 Phonefint 98338
fravel 233, 4,000.00] ~ ane] IRent 2400
ISuppi 45302, 7,000.00 a} |postage 460.7
loues/tieansas 23800. 410,00 | are] —fotfce sup 75234
Weicle expanse AVES 500-00} ~ a5
[Uniform Rentals 4000.00 | “ow 4597.02
[aavartiing 3,500.00 |
[Resarves/equp7 Eergeney Fund : 2,000,00 | — on
‘GVERHEAD SUBTOTAL P| azae zs 5, 016.65
[re Machines/Shoarer 4420935 -
[TOTAL EXPENSES PRETEH BEER
Rate hepins jalyast
‘overhead Rate per County 12,639.35
1G
CPRWMA Tires
July 2020 to May 2021
Buchanan County managed 333.25 tons of waste tires.
WV Tire (old system)- 333.25 x $76 per ton = $25,327
Cutting them- 333.25 x $37.14 per ton = $12,376.90
Savings to Buchanan County didn’t have to spend- $12,950.10,
Dickenson County managed 182.44 tons of waste tires.
WV Tire (old system)- 182.44 x $76 per ton = $13,865.44
Cutting them- 182.44 x $36.93 per ton = $6,737.50
Savings to Dickenson County didn’t have to spend-$7,127.94.
Russell County managed 259.10 tons of waste tires.
WV Tire (old system)- 259.10 x $76 per ton = $19,691.60
Cutting them- 259.10 x $35.19 per ton = $9,117.72
Savings to Russell County didn’t have to spend-$10,573,88,
Combined savings for our 3 member counties by purchasing tire cutting machines and cutting
them was $30,651.92 in the first year (July 2020 to May 2021).
Public Hearing.pdf
Meeting: 8/2/21 6:00 PM
Staff Recommendation:
Suggested Motion:
Authorization - Minutes BOS.pdf
SUGGESTED MOTION(s):
Authorization - Expenditures.pdf
SUGGESTED MOTION(s):
Presentations - Attorney.pdf
Meeting: 8/2/21 6:00 PM
Staff Recommendation:
Suggested Motion:
3. Exhibit F - RCCH GMP Summary 07-15-21.pdf
Worksheets
GMP
Reports1.pdf
Meeting: 8/2/21 6:00 PM
STAFF RECOMMENDATION(s):
Authorization - Minutes BOS.pdf
SUGGESTED MOTION(s):
Library Trustees 2020-2021.pdf
Sheet1
Public Hearing.pdf
Meeting: 8/2/21 6:00 PM
Staff Recommendation:
Suggested Motion:
Reports1.pdf
Meeting: 8/2/21 6:00 PM
STAFF RECOMMENDATION(s):