SMBA Regular Board Meeting

August 27, 2020 |  8:30 AM |  Via Zoom
1. Call to Order 2. Citizen Comments on Non-Agenda Items a. Reading of Public Comment – Kyle Gibson 3. Consent Agenda a. Meeting Minutes – July 23, 2020 Regular Meeting b. Meeting Minutes – August 7, 2020 Special Meeting c. July 2020 Receipts and Disbursements Report d. July 2020 Permits / Inspections Report e. Q1-2020 & Q2-2020 Budget Adjustments 4. Board Consideration of the City of Galesburg Requesting to Join SMBA 5. Board Consideration of Draft Capital Improvement Plan 6. Update on Truck Purchase – Garrett Reitenour 7. Board Discussion of Staffing Proposals 8. Board Chair’s Report – Dusty Farmer 9. Other Business 10.Adjournment
Southwest Michigan Building Authority 7275 West Main Street Kalamazoo MI 49009 269-585-4150 www.swmiba.org Regular Board Meeting August 27, 2020 8:30 AM Via Zoom Meeting Link: Click Here Meeting ID: 949 6317 6726 Call-in Number: +1 312 626 6799 US (Chicago) Citizen Comments should be submitted in writing via email to kjgibson@swmiba.org by the close of business the day before the meeting date listed above, and will be read aloud during that portion of the meeting. The public is welcome to join, but we ask that you remain muted except during the public comment session. Agenda 1. Call to Order 2. Citizen Comments on Non-Agenda Items a. Reading of Public Comment – Kyle Gibson 3. Consent Agenda a. Meeting Minutes – July 23, 2020 Regular Meeting b. Meeting Minutes – August 7, 2020 Special Meeting c. July 2020 Receipts and Disbursements Report d. July 2020 Permits / Inspections Report e. Q1-2020 & Q2-2020 Budget Adjustments 4. Board Consideration of the City of Galesburg Requesting to Join SMBA 5. Board Consideration of Draft Capital Improvement Plan 6. Update on Truck Purchase – Garrett Reitenour 7. Board Discussion of Staffing Proposals 8. Board Chair’s Report – Dusty Farmer 9. Other Business 10. Adjournment 1 Southwest Michigan Building Authority July 23, 2020 The SMBA regular meeting was held via Zoom. Chair Dusty Farmer called the meeting to order at 8:32 a.m. Present: Dusty Farmer, Board Chair, Oshtemo Representative Carol DeHaan, Cooper Representative Jeff Sorensen, Cooper Representative Larry Stehouwer, Citizen at Large Representative Grant Taylor, Oshtemo Representative Also present were Building Official Garrett Reitenour, SMBA Attorney Jim Porter, Board Secretary Deb Everett, Administrative Assistant El Oropeza, Oshtemo Township Planning Director Iris Lubbert, and Administrative Assistant Kyle Gibson acting as recording secretary. Absent: None Citizen Comments on Non-Agenda Items No public comment was provided. Consent Agenda Meeting Minutes – June 25, 2020 Regular Meeting June Receipts & Disbursements Report June Permits/Inspections Report Motion by Jeff Sorensen, second by Grant Taylor to approve the consent agenda. A roll call vote was taken showing: Yes: Dusty Farmer, Carol DeHaan, Jeff Sorensen, Larry Stehouwer, Grant Taylor No: None Abstain: None Absent: None The motion was carried 5-0. Board Discussion of SMBA Vehicle Replacement The board held discussion regarding the state’s government pricing program. Building Official Reitenour presented a quote from Denooyer Chevrolet for the cost of purchasing the proposed vehicle. The question of whether there would be any legal issues with a member township purchasing the vehicle on SMBA’s behalf and selling it to SMBA. Attorney Porter indicated that there would be no issues with that. Board consensus was to direct Building Official Reitenour to further pursue the purchase of the vehicle and make a final decision / authorize budget amendment at the next regular board meeting. No further board action was taken. 2 Chair Report Chair Farmer recommended that due to the expected increase in foot traffic on August 4th due to the primary election, SMBA staff work from home on that day. No further board action was taken. Other Business Grant Taylor shared concerns regarding the amount of SMBA revenue relative to expenses and cash on hand. Chair Farmer suggested a review of the SMBA fee schedule. Mr. Taylor advised implementing a capital improvement plan to reduce the amount of unrestricted cash on hand. Chair Farmer requested that staff prepare a list of capital expenditures both for immediate purchase and in the future to be presented to the board at the next regular meeting. Chair Farmer also requested that a list of quarterly budget amendments be presented at the next regular meeting. No further board action was taken. Administrative Assistant Kyle Gibson notified the board that an updated contract from Aunalytics (formerly Secant) had been received. He shared that because of their merger, the pricing structure has been modified and as a result there is a net increase in monthly fees. No further board action was taken. Chair Farmer Adjourned the meeting at 9:02 a.m. Next Regular Meeting – August 28th – 8:30 a.m. 1 Southwest Michigan Building Authority August 7, 2020 The SMBA special meeting was held via Conference Call. Chair Dusty Farmer called the meeting to order at 8:33 a.m. Present: Dusty Farmer, Board Chair, Oshtemo Representative Carol DeHaan, Cooper Representative Jeff Sorensen, Cooper Representative Larry Stehouwer, Citizen at Large Representative Also present were Building Official Garrett Reitenour, SMBA Attorney Jim Porter, and Administrative Assistant Kyle Gibson acting as recording secretary. Absent: Grant Taylor, Oshtemo Representative Citizen Comments on Non-Agenda Items No public comment was provided. Board Discussion of SMBA Vehicle Replacement Building Official Reitenour advised the board that the original plan to purchase the new truck using SMBA’s name and Oshtemo Township’s government purchasing code, as SMBA does not have such a code, failed as GM rejected it. Therefore, Building Official Reitenour requested that Oshtemo Township purchase the vehicle on SMBA’s behalf to obtain the discounted pricing, and have Oshtemo Township sell the truck to SMBA. Motion by Jeff Sorensen, second by Larry Stehouwer to allow Oshtemo Township to purchase the vehicle with government pricing and immediately reimburse the Township for the full incurred cost. Also moved to approve and make any necessary budget amendment(s). Board discussion continued with Stehouwer asking about the process for the sale of the current truck and advising he is aware of an interested party. Chair Farmer asked that staff determine the method of sale and advise the board. Building Official Reitenour asked if there was a required method of divesting the asset. Attorney Porter advised that there was not, and that the board had the authority to make such a decision. A roll call vote was taken showing: Yes: Dusty Farmer, Carol DeHaan, Jeff Sorensen, Larry Stehouwer No: None Abstain: None Absent: Grant Taylor The motion was carried 4-0, with 1 Absent. Other Business Jeff Sorensen advised the board that Cooper Township is moving forward with litigation against a township resident that has failed to obtain the proper permits and has illegally transferred 2 property without a certificate of occupancy. Building Official Reitenour and Jeff Sorensen held a brief discussion regarding the property. No board action was taken. Chair Farmer Adjourned the meeting at 8:43 a.m. Next Regular Meeting – August 28th – 8:30 a.m. SOUTHWEST MICHIGAN BUILDING AUTHORITY REVENUE / INSPECTIONS REPORT Reporting Month: July 2020 Prepared By: Kyle Gibson Building Electrical Mechanical Plumbing Totals Oshtemo 66 32 56 23 177 Revenue $34,383.00 $6,607.00 $12,368.95 $5,363.00 $58,721.95 YTD Oshtemo 248 176 232 190 846 YTD Revenue $101,126.50 $41,683.00 $39,256.55 $26,205.00 $208,271.05 Cooper 19 14 23 6 62 Revenue $2,645.00 $2,215.00 $2,919.00 $560.00 $8,339.00 YTD Cooper 80 66 78 30 254 YTD Revenue $22,532.00 $13,969.00 $11,205.00 $6,254.00 $53,960.00 Total Permits 85 46 79 29 239 Total Revenue $37,028.00 $8,822.00 $15,287.95 $5,923.00 $67,060.95 YTD Total Permits 328 242 310 220 1100 YTD Total Revenue $123,658.50 $55,652.00 $50,461.55 $32,459.00 $262,231.05 Building Electrical Mechanical Plumbing Totals Oshtemo Inpsections 124 77 59 33 293 Cooper Inspections 48 19 24 13 104 YTD Oshtemo Inspections 692 353 301 340 1686 YTD Cooper Inspections 232 119 103 77 531 Total Inspections 172 96 83 46 397 YTD Total Inspections 924 472 404 417 2217 Permit Revenue Inspections 0 200 400 600 800 1000 1200 $0.00 $20,000.00 $40,000.00 $60,000.00 $80,000.00 $100,000.00 2020 Revenue by Month 2019 Revenue by Month 2020 Inspections by Month 2019 Inspections by Month Printed 8/3/2020 at 1:32 PM I:\SMBA Board Packets\Revenue & Inspections Report SOUTHWEST MICHIGAN BUILDING AUTHORITY BANK BALANCE REPORT Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2018 $355,097.18 $316,827.94 $292,711.45 $312,627.13 $305,033.67 $317,144.90 $313,084.42 $328,952.71 $328,034.45 $339,176.51 $368,209.64 $355,724.53 2019 $309,114.20 $300,098.15 $303,811.00 $246,716.30 $247,770.31 $279,624.65 $315,434.78 $341,724.68 $362,110.12 $442,134.66 $330,290.83 $384,052.26 2020 $363,688.08 $374,395.69 $367,084.01 $364,749.52 $366,304.26 $376,755.31 $410,190.86 $0.00 $50,000.00 $100,000.00 $150,000.00 $200,000.00 $250,000.00 $300,000.00 $350,000.00 $400,000.00 $450,000.00 $500,000.00 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Bank Account Balance by Month 2018 2019 2020 Printed 8/3/2020 at 1:32 PM I:\SMBA Board Packets\Revenue & Inspections Report Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 08/21/2020 11:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 1/15 User: kgibson DB: Smba POST DATES 07/01/2020 – 07/31/2020 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 07/15/2020 Y 4,300.00 CASSOPOLIS MI, 49031 / / 0.0000 N 0.00 1276 21670 SHIAWASSEE 07/15/2020 N 4,300.00 ADAHLGREN ADAM J DAHLGREN 07/15/2020 2020-07-15.2 SWBA BUILDING INSPECTIONS 2020-06-29 TO 2020542-371-81400 Building Inspector 4,300.00 VENDOR TOTAL: 4,300.00 GL NUMBER DESCRIPTION AMOUNT Paid 07/28/2020 N 3,535.01 DETROIT MI, 48267 / / 0.0000 N 0.00 1281 PO BOX 674416 07/15/2020 N 3,535.01 BCBS BLUE CROSS BLUE SHIELD OF MICHIGAN 07/15/2020 007043238 SWBA HEALTH INSURANCE AUGUST 2020 542-371-71600 Health Insurance 3,535.01 VENDOR TOTAL: 3,535.01 GL NUMBER DESCRIPTION AMOUNT Paid 07/29/2020 N 100.00 PLYMOUTH MI, 48170 / / 0.0000 N 0.00 1299 PO BOX 6433 07/29/2020 N 100.00 COCM COCM 07/29/2020 2020-07-29.5 SWBA COCM FALL CONFERENCE REGISTRATION 542-371-95800 Education/Dues 100.00 VENDOR TOTAL: 100.00 Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 08/21/2020 11:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 2/15 User: kgibson DB: Smba POST DATES 07/01/2020 – 07/31/2020 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 08/12/2020 N 10,719.00 GRANDVILLE MI, 49418 / / 0.0000 N 0.00 1294 3097 PINEDALE DR SW 08/12/2020 N 10,719.00 CODE CODE SOURCE PC 07/29/2020 112720.1 SWBA PLAN REVIEW FOR JSMBA20-05-0108 2520 RO542-371-81101 Plan Review 10,719.00 GL NUMBER DESCRIPTION AMOUNT Paid 08/12/2020 N 7,015.00 GRANDVILLE MI, 49418 / / 0.0000 N 0.00 1295 3097 PINEDALE DR SW 08/12/2020 N 7,015.00 CODE CODE SOURCE PC 07/29/2020 113120.1 SWBA PLAN REVIEW FOR JSMBA20-05-0159 7100 STA542-371-81101 Plan Review 7,015.00 VENDOR TOTAL: 17,734.00 GL NUMBER DESCRIPTION AMOUNT Paid 07/01/2020 N 5,000.00 KALAMAZOO MI, 49009 07/01/2020 0.0000 N 0.00 1266 8240 STADIUM DRIVE 07/01/2020 N 0.00 MISC DELTA DESIGN SYSTEMS 07/01/2020 BTCO20-003 SWBA BD Bond Refund 542-000-26200 BTCO20-003 5,000.00 VENDOR TOTAL: 5,000.00 GL NUMBER DESCRIPTION AMOUNT Paid 07/15/2020 N 26.00 DES MOINES IA, 50306 / / 0.0000 N 0.00 851 SIXTH VENUE 07/15/2020 N 26.00 BOX 1798 1273 DM STAMP DES MOINES STAMP MFG 07/15/2020 1165897 SWBA GARRETT SIGNATURE STAMP 542-371-72800 Supplies 26.00 VENDOR TOTAL: 26.00 Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 08/21/2020 11:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 3/15 User: kgibson DB: Smba POST DATES 07/01/2020 – 07/31/2020 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 07/29/2020 N 50.00 KALAMAZOO MI, 49006 / / 0.0000 N 0.00 1292 927 PICCADILLY RD 07/29/2020 N 50.00 EOROPEZA ELVIRA OROPEZA 07/29/2020 2020-07-29.4 SWBA CELL PHONE REIMBURSEMENT JULY 2020 542-371-85300 Telephone 50.00 VENDOR TOTAL: 50.00 GL NUMBER DESCRIPTION AMOUNT Paid 07/15/2020 N 50.00 KALAMAZOO MI, 49009 / / 0.0000 N 0.00 1280 35063 23RD ST 07/15/2020 N 50.00 REITENOURG GARRETT REITENOUR 07/15/2020 2020-07-15.6 SWBA REIMBURSEMENT FOR PHONE USAGE JULY 2020 542-371-85300 Telephone 50.00 VENDOR TOTAL: 50.00 Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 08/21/2020 11:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 4/15 User: kgibson DB: Smba POST DATES 07/01/2020 – 07/31/2020 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 07/01/2020 Y 1,600.00 KALAMAZOO MI, 49009 / / 0.0000 N 0.00 1258 6323 WINDDRIFT AVE 07/01/2020 N 1,600.00 GHECKMAN GARYAIRE, LLC 07/01/2020 2020-07-01.2 SWBA PLUMBING / MECHANICAL INSPECTIONS 542-371-81300 Plumbing Inspector 950.00 542-371-81200 Mechanical Inspector 650.00 1,600.00 GL NUMBER DESCRIPTION AMOUNT Paid 07/15/2020 Y 1,400.00 KALAMAZOO MI, 49009 / / 0.0000 N 0.00 1277 6323 WINDDRIFT AVE 07/15/2020 N 1,400.00 GHECKMAN GARYAIRE, LLC 07/15/2020 2020-07-15.3 SWBA PLUMBING / MECHANICAL INSPECTIONS 542-371-81300 Plumbing Inspector 700.00 542-371-81200 Mechanical Inspector 700.00 1,400.00 GL NUMBER DESCRIPTION AMOUNT Paid 07/29/2020 Y 1,850.00 KALAMAZOO MI, 49009 / / 0.0000 N 0.00 1289 6323 WINDDRIFT AVE 07/29/2020 N 1,850.00 GHECKMAN GARYAIRE, LLC 07/29/2020 2020-07-29.2 SWBA PLUMBING / MECHANICAL / ELECTRICAL INSP542-371-81300 Plumbing Inspector 300.00 542-371-81200 Mechanical Inspector 1,100.00 542-371-81100 Electrical Inspector 450.00 1,850.00 VENDOR TOTAL: 4,850.00 Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 08/21/2020 11:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 5/15 User: kgibson DB: Smba POST DATES 07/01/2020 – 07/31/2020 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 07/13/2020 N 489.34 KALAMAZOO MI, 49007 / / 0.0000 N 0.00 1286 211 SOUTH ROSE STREET 07/13/2020 N 489.34 GREENLEAF GREENLEAF TRUST 07/13/2020 00015788 SWBA ACCOUNT FEES Q2-2020 542-371-72200 Pension Plan 489.34 VENDOR TOTAL: 489.34 GL NUMBER DESCRIPTION AMOUNT Paid 07/24/2020 N 133.11 KALAMAZOO MI, 49001 / / 0.0000 N 0.00 1257 2650 MILLCORK ST SUITE A 07/01/2020 N 133.11 INTEGRITY INTEGRITY BUSINESS SOLUTIONS 07/01/2020 2084526-0 SWBA OFFICE SUPPLIES 542-371-72800 Supplies 133.11 GL NUMBER DESCRIPTION AMOUNT Paid 07/15/2020 N 167.43 KALAMAZOO MI, 49001 / / 0.0000 N 0.00 1271 2650 MILLCORK ST SUITE A 07/15/2020 N 167.43 INTEGRITY INTEGRITY BUSINESS SOLUTIONS 07/15/2020 2090123-0 SWBA OFFICE SUPPLIES / PLOTTER PAPER 542-371-72800 Supplies 167.43 VENDOR TOTAL: 300.54 GL NUMBER DESCRIPTION AMOUNT Paid 07/01/2020 N 9.52 KALAMAZOO MI, 49009 / / 0.0000 N 0.00 1256 537 WEALTHY ST 07/01/2020 N 9.52 KGIBSON KYLE GIBSON 07/01/2020 2020-07-01.1 SWBA REIMBURSEMENT FOR HAND SANITIZER 542-371-72800 Supplies 9.52 VENDOR TOTAL: 9.52 Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 08/21/2020 11:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 6/15 User: kgibson DB: Smba POST DATES 07/01/2020 – 07/31/2020 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 08/01/2020 N 1,441.00 KALAMAZOO MI, 49009 / / 0.0000 N 0.00 1269 6395 TECHNOLOGY AVE STE A 07/15/2020 N 1,441.00 AUNALYTICS MIH MICHIGAN LLC DBA SECANT TECH 07/15/2020 29923575 SWBA CLOUD HOSTING SERVICES 542-371-82700 IT Support/Website Host 1,441.00 VENDOR TOTAL: 1,441.00 Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 08/21/2020 11:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 7/15 User: kgibson DB: Smba POST DATES 07/01/2020 – 07/31/2020 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 07/01/2020 Y 1,600.00 COLDWATER MI, 49036 / / 0.0000 N 0.00 1263 426 SARAH LN 07/01/2020 N 1,600.00 TTHATCHER MP SERVICES LLC 07/01/2020 2020-07-01.7 SWBA MECHANICAL / PLUMBING INSPECTIONS 542-371-81200 Mechanical Inspector 1,050.00 542-371-81300 Plumbing Inspector 550.00 1,600.00 GL NUMBER DESCRIPTION AMOUNT Paid 07/15/2020 Y 1,850.00 COLDWATER MI, 49036 / / 0.0000 N 0.00 1279 426 SARAH LN 07/15/2020 N 1,850.00 TTHATCHER MP SERVICES LLC 07/15/2020 2020-07-15.5 SWBA MECHANICAL / PLUMBING INSPECTIONS 542-371-81200 Mechanical Inspector 1,000.00 542-371-81300 Plumbing Inspector 850.00 1,850.00 GL NUMBER DESCRIPTION AMOUNT Paid 07/29/2020 Y 1,400.00 COLDWATER MI, 49036 / / 0.0000 N 0.00 1290 426 SARAH LN 07/29/2020 N 1,400.00 TTHATCHER MP SERVICES LLC 07/29/2020 2020-07-29.3 SWBA MECHANICAL / PLUMBING INSPECTIONS 542-371-81200 Mechanical Inspector 1,000.00 542-371-81300 Plumbing Inspector 400.00 1,400.00 VENDOR TOTAL: 4,850.00 Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 08/21/2020 11:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 8/15 User: kgibson DB: Smba POST DATES 07/01/2020 – 07/31/2020 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 07/26/2020 N 1.49 CINCINNATI OH, 45263-3301 / / 0.0000 N 0.00 1283 PO BOX 633301 07/15/2020 N 1.49 OFFICE DEP OFFICE DEPOT 07/15/2020 101928333001 SWBA OFFICE SUPPLIES 542-371-72800 Supplies 1.49 GL NUMBER DESCRIPTION AMOUNT Paid 07/26/2020 N 47.94 CINCINNATI OH, 45263-3301 / / 0.0000 N 0.00 1284 PO BOX 633301 07/15/2020 N 47.94 OFFICE DEP OFFICE DEPOT 07/15/2020 10193137400 SWBA OFFICE SUPPLIES 542-371-72800 Supplies 47.94 GL NUMBER DESCRIPTION AMOUNT Paid 08/02/2020 N 97.09 CINCINNATI OH, 45263-3301 / / 0.0000 N 0.00 1293 PO BOX 633301 07/29/2020 N 97.09 OFFICE DEP OFFICE DEPOT 07/29/2020 106292995001 SWBA OFFICE SUPPLIES 542-371-72800 Supplies 97.09 GL NUMBER DESCRIPTION AMOUNT Paid 07/05/2020 N 183.08 CINCINNATI OH, 45263-3301 / / 0.0000 N 0.00 1254 PO BOX 633301 07/01/2020 N 183.08 OFFICE DEP OFFICE DEPOT 07/01/2020 508353828001 SWBA OFFICE SUPPLIES 542-371-72800 Supplies 183.08 GL NUMBER DESCRIPTION AMOUNT Paid 07/05/2020 N 69.98 CINCINNATI OH, 45263-3301 / / 0.0000 N 0.00 1255 PO BOX 633301 07/01/2020 N 69.98 OFFICE DEP OFFICE DEPOT 07/01/2020 508354130001 SWBA OFFICE SUPPLIES 542-371-72800 Supplies 69.98 Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 08/21/2020 11:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 9/15 User: kgibson DB: Smba POST DATES 07/01/2020 – 07/31/2020 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 07/19/2020 N 10.69 CINCINNATI OH, 45263-3301 / / 0.0000 N 0.00 1268 PO BOX 633301 07/15/2020 N 10.69 OFFICE DEP OFFICE DEPOT 07/15/2020 513805534001 SWBA OFFICE SUPPLIES 542-371-72800 Supplies 10.69 GL NUMBER DESCRIPTION AMOUNT Paid 07/12/2020 N 57.99 CINCINNATI OH, 45263-3301 / / 0.0000 N 0.00 1264 PO BOX 633301 07/01/2020 N 57.99 OFFICE DEP OFFICE DEPOT 07/01/2020 513880190001 SWBA OFFICE SUPPLIES 542-371-72800 Supplies 57.99 GL NUMBER DESCRIPTION AMOUNT Paid 07/19/2020 N 40.37 CINCINNATI OH, 45263-3301 / / 0.0000 N 0.00 1267 PO BOX 633301 07/15/2020 N 40.37 OFFICE DEP OFFICE DEPOT 07/15/2020 513880532001 SWBA OFFICE SUPPLIES 542-371-72800 Supplies 40.37 GL NUMBER DESCRIPTION AMOUNT Paid 07/12/2020 N 26.97 CINCINNATI OH, 45263-3301 / / 0.0000 N 0.00 1265 PO BOX 633301 07/01/2020 N 26.97 OFFICE DEP OFFICE DEPOT 07/01/2020 513880533001 SWBA OFFICE SUPPLIES 542-371-72800 Supplies 26.97 VENDOR TOTAL: 535.60 Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 08/21/2020 11:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 10/15 User: kgibson DB: Smba POST DATES 07/01/2020 – 07/31/2020 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 07/29/2020 N 810.00 KALAMAZOO MI, 49009 / / 0.0000 N 0.00 1296 7275 W MAIN STREET 07/29/2020 N 810.00 OSHTEMO OSHTEMO TOWNSHIP 07/29/2020 10092 SWBA LEGAL FEES Q2-2020 542-371-82600 Legal Fees 810.00 VENDOR TOTAL: 810.00 GL NUMBER DESCRIPTION AMOUNT Paid 07/29/2020 Y 1,754.20 VAN BUREN TWP MI, 48111-1677 / / 0.0000 N 0.00 1287 9593 REVERE DR 07/29/2020 N 1,754.20 REDMOND REDMOND ENGINEERING & DESIGN 07/29/2020 20-011 SWBA ADVIA CREDIT UNION SPRINKLER SYSTEM PM2542-371-81101 Plan Review 1,754.20 VENDOR TOTAL: 1,754.20 GL NUMBER DESCRIPTION AMOUNT Paid 06/25/2020 N 40.19 CHICAGO IL, 60680-2815 / / 0.0000 N 0.00 1253 PO BOX 802815 07/01/2020 N 40.19 RICOH RICOH 07/01/2020 5059796573 SWBA COPIER 542-371-72801 Equipment/Maintenance 40.19 GL NUMBER DESCRIPTION AMOUNT Paid 07/25/2020 N 68.73 CHICAGO IL, 60680-2815 / / 0.0000 N 0.00 1297 PO BOX 802815 07/29/2020 N 68.73 RICOH RICOH 07/29/2020 5060023269 SWBA COPIER 542-371-72801 Equipment/Maintenance 68.73 VENDOR TOTAL: 108.92 Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 08/21/2020 11:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 11/15 User: kgibson DB: Smba POST DATES 07/01/2020 – 07/31/2020 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 08/08/2020 N 500.00 KALAMAZOO MI, 49008 / / 0.0000 N 0.00 1285 555 W. CROSSTOWN PARKWAY 07/15/2020 N 500.00 SEBERTANS SEBER TANS, PLC 07/15/2020 1000049201 SWBA AUDIT FEES THROUGH 2020-07-09 542-371-82500 Accounting/Audit Fees 500.00 VENDOR TOTAL: 500.00 GL NUMBER DESCRIPTION AMOUNT Paid 07/15/2020 N 410.00 KALAMAZOO MI, 49002 / / 0.0000 N 0.00 1272 246 E KILGORE 07/15/2020 N 410.00 SIEGFRIED SIEGFRIED CRANDALL P.C. 07/15/2020 103282 SWBA ACCOUNTING SERVICES 542-371-82500 Accounting/Audit Fees 410.00 GL NUMBER DESCRIPTION AMOUNT Paid 07/15/2020 N 125.00 KALAMAZOO MI, 49002 / / 0.0000 N 0.00 1282 246 E KILGORE 07/15/2020 N 125.00 SIEGFRIED SIEGFRIED CRANDALL P.C. 07/15/2020 103298 SWBA IT SUPPORT / SMBA01-W10 HDD REPLACEMENT 542-371-82700 IT Support/Website Host 125.00 VENDOR TOTAL: 535.00 GL NUMBER DESCRIPTION AMOUNT Paid 07/15/2020 N 136.36 CAROL STREAM IL, 60197 / / 0.0000 N 0.00 1274 PO BOX 4181 07/15/2020 N 136.36 SPRINT SPRINT 07/15/2020 144563305-021 SWBA HOTSPOT USAGE MAY + JUNE 2020 542-371-82700 IT Support/Website Host 67.70 542-371-82700 IT Support/Website Host 68.66 136.36 VENDOR TOTAL: 136.36 Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 08/21/2020 11:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 12/15 User: kgibson DB: Smba POST DATES 07/01/2020 – 07/31/2020 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 08/01/2020 N 114.58 PHILADELPHIA PA, 19170 / / 0.0000 N 0.00 1298 PO BOX 7247 -0381 07/29/2020 N 114.58 SUN LIFE SUN LIFE FINANCIAL 07/29/2020 247757 SWBA LIFE INSURANCE AUGUST 2020 542-371-71602 Disability/Life Insurance 114.58 VENDOR TOTAL: 114.58 GL NUMBER DESCRIPTION AMOUNT Paid 07/28/2020 N 374.22 CHICAGO IL, 60677-8000 / / 0.0000 N 0.00 1270 8020 SOLUTIONS CENTER 07/15/2020 N 374.22 TELNET TELNET WORLDWIDE 07/15/2020 198401 SWBA PHONE 542-371-85300 Telephone 374.22 VENDOR TOTAL: 374.22 GL NUMBER DESCRIPTION AMOUNT Paid 07/01/2020 N 246.00 KALAMAZOO MI, 49009 06/25/2020 0.0000 N 0.00 1252 6100 N 14TH ST 07/01/2020 N 0.00 MISC TIBBLE THOMAS R & PATTI L 07/01/2020 00026808 SWBA BD Payment Refund 542-001-61600 01c. Building Fee $10,001-100,000 146.00 542-001-61600 11. Required Inspections 100.00 246.00 VENDOR TOTAL: 246.00 Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 08/21/2020 11:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 13/15 User: kgibson DB: Smba POST DATES 07/01/2020 – 07/31/2020 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 07/22/2020 N 450.00 KALAMAZOO MI, 49009 / / 0.0000 N 0.00 1275 811 S DRAKE RD 07/15/2020 N 450.00 VISA VISA 07/15/2020 2020-07-15.1 SWBA VISA BILL JUNE 2020 542-371-75100 Vehicle Gas/Maintenance 204.00 542-371-72800 Supplies 246.00 450.00 VENDOR TOTAL: 450.00 GL NUMBER DESCRIPTION AMOUNT Paid 07/29/2020 N 172.70 COMSTOCK MI, 49041-0378 / / 0.0000 N 0.00 1291 PO 378 07/29/2020 N 172.70 WMBF WEST MICHIGAN BUSINESS FORMS 07/29/2020 00019939 SWBA AP CHECKS 1201-1750 542-371-72800 Supplies 172.70 VENDOR TOTAL: 172.70 Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 08/21/2020 11:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 14/15 User: kgibson DB: Smba POST DATES 07/01/2020 – 07/31/2020 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 07/01/2020 Y 1,750.00 MATTAWAN MI, 49071 / / 0.0000 Y 0.00 1259 38159 24TH ST 07/01/2020 N 1,750.00 WWILCOX WILLIAM WILCOX 07/01/2020 2020-07-01.3 SWBA ELECTRICAL INSPECTIONS 2020-06-15 TO 20542-371-81100 Electrical Inspector 1,750.00 GL NUMBER DESCRIPTION AMOUNT Paid 07/01/2020 Y 800.00 MATTAWAN MI, 49071 / / 0.0000 Y 0.00 1260 38159 24TH ST 07/01/2020 N 800.00 WWILCOX WILLIAM WILCOX 07/01/2020 2020-07-01.4 SWBA ELECTRICAL INSPECTIONS 2020-05-03 TO 20542-371-81100 Electrical Inspector 800.00 GL NUMBER DESCRIPTION AMOUNT Paid 07/01/2020 Y 2,400.00 MATTAWAN MI, 49071 / / 0.0000 Y 0.00 1261 38159 24TH ST 07/01/2020 N 2,400.00 WWILCOX WILLIAM WILCOX 07/01/2020 2020-07-01.5 SWBA ELECTRICAL INSPECTIONS 2020-05-17 TO 20542-371-81100 Electrical Inspector 2,400.00 GL NUMBER DESCRIPTION AMOUNT Paid 07/01/2020 Y 2,100.00 MATTAWAN MI, 49071 / / 0.0000 Y 0.00 1262 38159 24TH ST 07/01/2020 N 2,100.00 WWILCOX WILLIAM WILCOX 07/01/2020 2020-07-01.6 SWBA ELECTRICAL INSPECTIONS 2020-05-31 TO 20542-371-81100 Electrical Inspector 2,100.00 GL NUMBER DESCRIPTION AMOUNT Paid 07/15/2020 Y 1,700.00 MATTAWAN MI, 49071 / / 0.0000 N 0.00 1278 38159 24TH ST 07/15/2020 N 1,700.00 WWILCOX WILLIAM WILCOX 07/15/2020 2020-07-15.4 SWBA ELECTRICAL INSPECTIONS 542-371-81100 Electrical Inspector 1,700.00 Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 08/21/2020 11:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 15/15 User: kgibson DB: Smba POST DATES 07/01/2020 – 07/31/2020 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 07/29/2020 Y 2,050.00 MATTAWAN MI, 49071 / / 0.0000 N 0.00 1288 38159 24TH ST 07/29/2020 N 2,050.00 WWILCOX WILLIAM WILCOX 07/29/2020 2020-07-29.1 SWBA ELECTRICAL INSPECTIONS 542-371-81100 Electrical Inspector 2,050.00 VENDOR TOTAL: 10,800.00 TOTAL – ALL VENDORS: 59,272.99 Southwest Michigan Building Authority 7275 West Main Street Kalamazoo MI 49009 269-585-4150 www.swmiba.org MEMORANDUM To: SMBA Board From: Staff Date: 8/21/2020 Re: Q1 & Q2 2020 Budget Adjustments Office Manager Deb Everett has prepared the proposed budget adjustments to align the budget with actual expenses incurred and attempt to adjust the forecast for some items accordingly. 2020 – 1st & 2nd Quarter Budget Amendments GL# EXPENDITURES 2020 BUDGET EXPENDITURES THRU 06.30.2020 AMENDED BUDGET AMENDMENT AMOUNT 542.371.70400 In Lieu Of – 810 810 Not budgeted – Kyle is eligible as FTE 542.371.81101 Plan Review 1,000.00 3,600 6,000 5,000 Process changed – SMBA is billed for review, then collects fee from project 542.371.81300 Plumbing Inspector 20,000.00 20,185 41,000 21,000 Inpection costs have exceeded budget 542.371.81400 Building Inspector 5,000.00 5,650 10,000 5,000 Inpection costs have exceeded budget 542.371.97600 Capital Outlay – 1,350 1,350 1,350 Not budgeted – purchase of Surface PRO/SMBA dropbox 33,160 GL# REVENUE 2020 BUDGET AMENDED BUDGET AMENDMENT AMOUNT 542.000.99999 Carryover – 33,160 33,160 Southwest Michigan Building Authority 7275 West Main Street Kalamazoo MI 49009 269-585-4150 www.swmiba.org MEMORANDUM To: SMBA Board From: Administrative Assistant Kyle Gibson Date: 8/21/2020 Re: Draft Capital Improvement Plan Chair Farmer requested that staff prepare a list of potential immediate and future expenditures at the July 23rd regular board meeting for the board’s consideration at the August 27th meeting. This draft capital improvement plan goes through 2025 and accounts for future expenses as directed by the board. CIP 2020-2025 Item GL FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 Total Office Chairs 542-371-97600 (Capital Outlay) $ 2,200.00 $ 2,200.00 Vehicle Replacement 542-371-97700 (Capital Outlay – Vehicle) $ 40,000.00 $ 40,000.00 Color Plotter / Scanner 542-371-97600 (Capital Outlay) $ 15,000.00 $ 15,000.00 Dedicated Check Printer 542-371-97600 (Capital Outlay) $ 500.00 $ 500.00 Replace Computers 542-371-97600 (Capital Outlay) $ 7,000.00 $ 7,000.00 $ 14,000.00 Staff Workstation Upgrades 542-371-97600 (Capital Outlay) $ 2,100.00 $ 2,100.00 $ – $ – $ – $ – $ – $ – $ – $ – $ – $ – $ – $ – $ – $ – $ – $ – $ – $ – $ – $ – $ – Totals $ 4,800.00 $ 22,000.00 $ – $ – $ – $ 47,000.00 $ 73,800.00 Capital Improvement Plan for the Southwest Michigan Building Authority 2020 to 2025 Draft for Board Review Presented 2020-08-27 Estimated Spend Amount I:\Budget\Capital Improvement Plan Page 1 of 1 Printed 8/19/2020 at 11:14 AM Southwest Michigan Building Authority 7275 West Main Street Kalamazoo MI 49009 269-585-4150 www.swmiba.org MEMORANDUM To: SMBA Board From: Office Manager Deb Everett Date: 8/24/2020 Re: Staffing This memo is to address Chair Farmer’s comments at the June board meeting regarding future staffing. I am looking to step away from the Office Manager position for a couple of reasons; I haven’t been in the office since mid-March so I feel very removed from the SMBA operation. Secondly, I don’t expect I will be returning to the office prior to my retirement in November. While current staff, Kyle Gibson and El Oropeza work together very well the operation does need a lead position who is responsible for the day to day operation and approval of certain functions, i.e., payroll, payables, PTO. Based on length of service, organizational skills, IT knowledge, and other attributes I am recommending Kyle be appointed Office Manager. I wouldn’t expect to see many differences with this change as I believe Kyle and El have already established a routine in performing their duties. Attached are drafts of updated job descriptions for the Office Manager and Administrative Assistant adding some of the duties not described in the current descriptions. SMBA has grown into an efficient system with excellent service to all its customers, internal and external. I believe with the current staff the operation will continue to excel and benefit its member townships. With this new role there would be the expectation of a salary increase which would be appropriate. To facilitate discussion, I’m including this information; all staff received increases in October 2019. I offer the suggestion that you might want to align increases with the budget year, therefore, waiting until January 1, 2021. You may want to consider a smaller increase at this time, then make another adjustment effective January 1st. SOUTHWEST MICHIGAN BUILDING AUTHORITY POSITION DESCRIPTION Title: ADMINISTRATIVE ASSISTANT Reports to: OFFICE MANAGER Employment Status: Non-Exempt General Summary: Under the direct supervision of the Office Manager performs a variety of clerical duties. Essential Job Functions: Physical requirements described herein are representative of those requirements which must be met by an employee to successfully perform the essential job functions of this job. Reasonable accommodations may be made upon request to enable an individual with a disability to perform these essential job functions. The employee must be able to use word processing programs, BS&A programs and type various documents including memos, notices, time reports, building reports, etc. The employee must be able to maintain the records of the Building Official and the Southwest Michigan Building Authority (SMBA). To do so, he or she must be able to open up, maintain and close files, requiring lifting, standing, bending, walking, manipulation of the files within his or her office, as well as the office of the Building Official. The employee must also be able to move about to file and retrieve files from storage. In addition, the Administrative Operations Assistant is required to maintain and update the official records for SMBA and be able to file and retrieve these records from a secure location. The employee must be able to answer the telephone in English and communicate with others, must be able to make calls, schedule appointments and maintain the calendar for SMBA. The employee must be able to open, sort, read and distribute incoming correspondence, both regular and electronic. Typical Responsibilities: 1. Receive requests for inspections and schedule and notify appropriate inspector. 2. Submit invoices for payment approval to Office Manager. 3. Enter building, electrical, mechanical and plumbing permit requests into BS&A. 4. Submit permit requests to local municipalities for review and zoning approval. 5. Provide clerical assistance to Building Official as needed. 6. Submit timesheets to Office Manager. 7. Submit check requests for purchase orders to Office Manager. 8. Process payroll, accounts payables, cash receipting, and bank deposits as directed by Office Manager. 9. Maintain SMBA records in coordination with local municipalities. 10. Assist Office Manager in assembling SMBA Board packets. 11. Receive FOIA requests; forward to SMBA FOIA Coordinator. Secondary Responsibilities: 1. Maintain office, answering the telephone, and provide service at the customer counter. 2. Maintain skill level as software and computers are updated. The above statements are intended to describe the general nature and level of work being performed. They are not to be construed as an exhaustive list of all duties performed. Employment Qualifications: EDUCATION: High School graduate or equivalent. EXPERIENCE: Must be able to meet prescribed typing and computer standards and maintain skill level as software and computers are updated. Strong interpersonal communications skills, both oral and written. These qualifications represent guidelines; alternative qualifications may be substituted if sufficient to perform the duties required by this position. Effective Date: 3/28/2019 1 SOUTHWEST MICHIGAN BUILDING AUTHORITY POSITION DESCRIPTION Title: OFFICE MANAGER Reports to: Building Authority Board Positions Supervised: Office Staff Employment Status: Contracted Non-Exempt Responsibilities: Physical requirements described herein are representative of those requirements which must be met by an employee to successfully perform the essential job functions of this job. Reasonable accommodations may be made upon request to enable an individual with a disability to perform these essential job functions. The employee must be able to use SMBA Software & Technology, word processing programs and type various documents including legal documents, memos, resolutions, notices, time reports, etc. The employee must be able to oversee maintenance of the records of the SMBA Building Operations Department. To do so, he or she must be able to open up, oversee maintenance and close files, requiring lifting, standing, bending, walking, manipulation of the files within his or her office, as well as the various SMBA offices. The employee must also be able to move about to file and retrieve files from storage. In addition, the Office Manager is required to oversee the maintenance and updating of the official records for SMBA and be able to file and retrieve these records from a secure location. The employee must be able to communicate in English and communicate with others regarding SMBA operations, technology and logistics. They must be able to make calls, assist the Building Official and/or Building Inspector and schedule appointments and to maintain the SMBA calendar. The employee must be able to open, sort, read and distribute incoming correspondence, both regular and electronic. Responsibilities: 1. Oversee/coordinate and direct office/customer service tasks. 2. Develops annual department financial budget and monitors throughout fiscal year; provides monthly reports to SMBA Board regarding department activities. Prepares and presents needed budget amendments quarterly. 3. Set up and oversee administrative policies and procedures for SMBA. 2 4. Review operating practices and procedures in order to determine whether improvements can be made in areas such as workflow, reporting procedures, or expenditures. 5. Ensure that SMBA provides excellent customer service to both external and internal customers. 6. Direct the filing of SMBA documents, records, and reports. 7. Supervise and train administrative staff, approve administrative staff timesheets and PTO requests. 8. Prepare agendas, coordinate committee, board, and other meetings. Attend meetings, and assure that the minutes of meetings are compiled and distributed accurately. 9. Assure staff understanding of administrative and operating policies and procedures. 10. Meet with individuals, jurisdictional groups and others after consultation with the Board Chair and/or the Building Official to address and solve operational issues. 11. Prepare invoices, reports, memos, letters, financial statements and other documents. 12. Responsible for review, and approval, and processing of payroll for all employees. 13. Responsible for review, approval, and processing of invoices to be paid. 14. Manage IT systems. 15. Manage website. Skills and Abilities: 1. Thorough knowledge of Microsoft Office and Excel required. Experience with BS&A software a plus. 2. Basic accounting knowledge with previous experience in accounts payable/receivables. 3. Ability to communicate well verbally and in written form. 4. Positive customer service attitude. 5. Detail oriented, strong organizational skills and the ability to prioritize tasks for self and staff. 3 6. Develop and maintain constructive and cooperative working relationships with others with concentration on team building. 7. Knowledge of business and management principles involved in strategic planning, resource allocation, human resource modeling, leadership technique, production methods, and coordination of people and resources. 8. Creative, self-motivated with a desire to foster continual improvements in workflow and processes to improve the organization. 9. Encourage personal and staff professional development. Educational Requirements: 1. Bachelor’s degree w/one year of experience in office management. 2. Associates degree w/five years of experience in office management. 3. Experience in a similar type job with 10 years of experience. The above is intended to describe the general content of and requirements for the performance of the position. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements for the position. 4 Effective Date: 3/28/2019