SMBA Regular Board Meeting

January 27, 2022 |  8:30 AM |  Large Meeting Room, Oshtemo Township Hall
Action Items # Item Description: Assigned To: Due By: 6a Draft Bylaws for the Building Board of Appeals Kyle Gibson 2022-02-24 10 Sign and Return Siegfried Crandall Engagement Letter Dusty Farmer 2022-01-28 Minutes 1. Call to Order: Chair Dusty Farmer called the meeting to order at approximately 8:30am. 2. Roll Call: Name Present or Absent Dusty Farmer, Board Chair (Oshtemo Representative) Present Jeff Sorensen (Cooper Representative) Present Carol Dehaan, Treasurer (Cooper Representative) Present Cheri Bell (Oshtemo Representative) Present Larry Stehouwer (Cooper Representative) Present Also present were: Building Official Garrett Reitenour, Administrative Assistant Elvira Oropeza, Attorney Jim Porter, and Board Secretary Kyle Gibson. 3. Public Comments on Non-Agenda Items: There was no public comment. 4. Approval of Agenda Items: A motion was made by Jeff Sorensen and supported by Larry Stehouwer to approve the agenda as presented. Opposed: None The motion was carried 5-0. 5. Consent Agenda: a. Meeting Minutes – November 18, 2021 Regular Meeting b. December 2021 Financial Reports c. January 2022 Financial Reports d. January 2022 Budget Amendments A motion was made by Jeff Sorensen and supported by Cheri Bell to approve the consent agenda as presented. Opposed: None The motion was carried 5-0. 6. Unfinished Business from Prior Meeting(s): a. Jeff Sorensen questioned the status of the draft bylaws for the building board of appeals which were to be presented at this meeting. Office Manager Gibson stated that he had not had time to prepare the draft, and would have it ready at the next regular meeting. Attorney Porter stated that he would look to see if he had any draft bylaws already written to use as a base. 7. 2022 Inspector Contracts: Office Manager Kyle Gibson presented the rewritten contracts to the board with input from Attorney Porter. Attorney Porter addressed the board regarding the need for clear boundaries delineating independent contractors vs employees. A motion was made by Carol DeHaan and supported by Jeff Sorensen to enter into the agreements as presented; to authorize Board Secretary Kyle Gibson and Building Official Garrett Reitenour to sign the 2022 Contracted Inspector Agreements on behalf of the Authority. Opposed: None The motion was carried 5-0. 8. Request for Staff Holiday Gift: Board Chair Dusty Farmer presented the request, and noted that the proposed expenditure should be a regular part of the budget going forward. A motion was made by Jeff Sorensen and supported by Larry Stehouwer to authorize the purchase and immediate disbursal of restaurant gift cards in the amount of $100.00 per employee; to authorize the purchase and disbursal of restaurant gift cards in the amount of $100.00 per employee in December 2022; to amend the FY 2022 budget in the amount of $600.00 to account for said purchases. Opposed: None The motion was carried 5-0. 9. Request for Staff Performance Bonuses: Office Manager Gibson presented the request to the board. Jeff Sorensen voiced concerns on fiscal responsibility. Larry Stehouwer asked if there was any information on how townships have handled performance bonuses relating to COVID-19. Chair Farmer responded by stating that some first responders had received bonuses from the State of Michigan using CARES ACT funding, and that Oshtemo Township had given bonuses to election staff. Carol DeHaan stated that Cooper Township had not distributed any township-wide bonuses. Cheri Bell voiced concerns about setting a precedent or expectation. Board discussion continued with the consensus being to table the discussion until the next budget cycle, and to establish benchmarks or goals which would then be tied to employee salary as opposed to bonuses. No vote was taken. 10. Siegfried Crandall Engagement Letter A motion was made by Jeff Sorensen and Supported by Larry Stehouwer to authorize the Board Chair to sign the engagement letter. Opposed: None The motion was carried 5-0. 11. Office Manager’s Report: Office Manager Gibson had nothing to report. 12. Board Chair’s Report: Chair Farmer updated the board of an ongoing situation with a local architect. 13. Other Business Item 1: Office Manager Gibson requested a $1,200.00 budget amendment for the Capital Outlay account to allow for the purchase of a set of standing desk legs to convert his desk to an adjustable sit/stand desk. Chair Farmer asked that the request be formalized at the next regular meeting. 14. Public Comment: There was no public comment. 15. Adjournment: Seeing and hearing no other business, and having exhausted the agenda, Board Chair Dusty Farmer declared the meeting adjourned at approximately 9:08am.  Next Regular Board Meeting February 24, 2022 | 8:30am | Public Meeting Room, Oshtemo Township Hall Prepared By: KYLE GIBSON Board Secretary & Office Manager
Southwest Michigan Building Authority 7275 West Main Street Kalamazoo MI 49009 269-585-4150 www.swmiba.org Regular Board Meeting January 27, 2021 8:30 AM Oshtemo Township Hall Large Meeting Room 7275 W Main St Kalamazoo, MI 49009 Citizen Comments may be submitted in writing via email to kgibson@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. Attendees must adhere to COVID-19 protocols as posted in the building, including wearing a face mask regardless of vaccination status and maintaining social distancing. Agenda 1. Call to Order 2. Roll Call 3. Public Comments on Non-Agenda Items 4. Approval of Agenda Items 5. Consent Agenda a. Meeting Minutes – November 18, 2021 Regular Meeting b. December 2021 Financial Reports c. January 2022 Financial Reports d. January 2022 Budget Amendments 6. Unfinished Business from Prior Meeting(s) 7. 2022 Inspector Contracts 8. Request for Staff Holiday Gift 9. Request for Staff Performance Bonuses 10. Siegfried Crandall Engagement Letter 11. Office Manager’s Report 12. Board Chair’s Report 13. Other Business 14. Public Comment 15. Adjournment 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 1 of 73 Minutes of the Regular Board Meeting Southwest Michigan Building Authority (SMBA) Board of Directors November 18, 2021 | 8:30am | Via Zoom Page 1 of 3 Action Items # Item Description: Assigned To: Due By: 5 Sign insurance renewal proposal and return to Geoff Lansky. Kyle Gibson 2021-11-30 12.2 Prepare a draft set of bylaws for the Building Board of Appeals. Kyle Gibson 2021-12-09 Minutes 1. Call to Order: Chair Dusty Farmer called the meeting to order at approximately 8:32am. 2. Roll Call: A roll call was taken to comply with the provisions of MCL 15.263(2)(a)(ii) regarding remote meeting attendance by board members. Present: Name Location Attending From Dusty Farmer, Board Chair (Oshtemo Representative) Oshtemo Township, Kalamazoo County, MI Jeff Sorensen (Cooper Representative) Cooper Township, Kalamazoo County, MI Carol Dehaan, Treasurer (Cooper Representative) Cooper Township, Kalamazoo County, MI Cheri Bell (Oshtemo Representative) Oshtemo Township, Kalamazoo County, MI Larry Stehouwer (Cooper Representative) Cooper Township, Kalamazoo County, MI Also present were: Geoff Lansky (Insurance Representative), Building Official Garrett Reitenour, Administrative Assistant Elvira Oropeza, Attorney Jim Porter, and Board Secretary Kyle Gibson. 3. Public Comments on Non-Agenda Items: There was no public comment. 4. Approval of Agenda Items: A motion was made by Jeff Sorensen and supported by Dusty Farmer to approve the agenda as presented. Opposed: None The motion was carried 5-0. 5. Insurance Renewal Presentation – Geoff Lansky Mr. Lansky presented the insurance renewal documents to the board, and answered several questions posed by members. A motion was made by Jeff Sorensen and supported by Dusty Farmer to accept the renewal as presented. Opposed: None The motion was caried 5-0. 6. Consent Agenda a. Meeting Minutes – October 28, 2021 Regular Meeting b. November 2021 Financial Reports c. November 2021 Budget Amendments & Adjustments A motion was made by Cheri Bell and supported by Larry Stehouwer to approve the consent agenda as presented. Opposed: None The motion was carried 5-0. 7. Unfinished Business from Prior Meeting(s): There was no unfinished business before the board. 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 2 of 73 Minutes of the Regular Board Meeting Southwest Michigan Building Authority (SMBA) Board of Directors November 18, 2021 | 8:30am | Via Zoom Page 2 of 3 8. Memo Re: 2022 Staff Salary Adjustment Recommendations Office Manager Kyle Gibson presented the salary recommendations to the board, and answered several questions posed by members. Larry Stehouwer asked for a comparison between the recommendations before the board and the actions taken at the boards of the Participating Local Units. Jeff Sorensen and Dusty Farmer provided their input. A motion was made by Jeff Sorensen and supported by Cheri Bell to approve the salary adjustment recommendations as presented, to be effective January 1, 2022. Opposed: None The motion was carried 5-0. 9. FY 2022 Budget Amendments Office Manger Gibson presented the amendments, and the board held brief discussion. A motion was made by Jeff Sorensen and supported by Larry Stehouwer to approve the FY 2022 budget amendments as presented. Opposed: None The motion was carried 5-0. 10. Memo Re: Appointments to the Building Board of Appeals Office Manager Gibson presented the memo to the board. A motion was made by Jeff Sorensen and supported by Larry Stehouwer to re-appoint the existing members of the Building Board of Appeals. Opposed: None The motion was carried 5-0. 11. Board Chair’s Report Chair Farmer had nothing to report. 12. Other Business Item 1: Larry Stehouwer asked about overall trends regarding permit activity, which Building Official Reitenour responded to. Stehouwer also asked to consider the composition of the members of the Building Board of Appeals to be more balanced with regards to the representation of mechanical, electrical, and plumbing trades. Board consensus was that this was desirable and should be considered going forward. Item 2: Office Manager Gibson raised a question regarding the bylaws of the Building Board of Appeals and the fee structure. Members of the board and Attorney Jim Porter responded. The board directed Office Manager Gibson to draft a set of bylaws for the Building Board of Appeals for review at the next regular meeting, but noted that the Building Board of Appeals would need to approve the bylaws at a meeting of that board. 13. Public Comment: There was no public comment. 14. Adjournment: Seeing and hearing no other business, and having exhausted the agenda, Board Chair Dusty Farmer declared the meeting adjourned at approximately 9:40am. 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 3 of 73 Minutes of the Regular Board Meeting Southwest Michigan Building Authority (SMBA) Board of Directors November 18, 2021 | 8:30am | Via Zoom Page 3 of 3 Next Regular Board Meeting December 9, 2021 | 8:30am | Via Zoom Prepared By: KYLE GIBSON Board Secretary & Office Manager 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 4 of 73 Southwest Michigan Building Authority 7275 West Main Street Kalamazoo MI 49009 269-585-4150 www.swmiba.org Financial Reports for: December 2021 As of 2021-12-31 1. Permit Revenue & Inspections Report 2. Accounts Payable Detailed Disbursement Report 3. Payroll Expense Report 4. Budget Snapshot 5. Bank Account Balance Report 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 5 of 73 SOUTHWEST MICHIGAN BUILDING AUTHORITY REVENUE / INSPECTIONS REPORT Reporting Period: 11/15/2021 to 12/31/2021 Building Electrical Mechanical Plumbing Totals Oshtemo 29 26 50 13 118 Revenue $28,446.65 $4,729.00 $7,251.00 $1,675.00 $42,101.65 YTD Oshtemo 674 316 464 248 1702 YTD Revenue $303,007.32 $62,191.25 $78,724.30 $36,768.00 $480,690.87 Cooper 22 18 17 5 62 Revenue $3,181.00 $1,917.00 $1,910.00 $593.00 $7,601.00 YTD Cooper 234 134 147 70 585 YTD Revenue $79,337.50 $25,656.00 $21,848.00 $17,860.00 $144,701.50 Total Permits 51 44 67 18 180 Total Revenue $31,627.65 $6,646.00 $9,161.00 $2,268.00 $49,702.65 YTD Total Permits 908 450 611 318 2287 YTD Total Revenue $382,344.82 $87,847.25 $100,572.30 $54,628.00 $625,392.37 Building Electrical Mechanical Plumbing Totals Oshtemo Inpsections 185 72 79 46 382 Cooper Inspections 64 18 12 10 104 YTD Oshtemo Inspections 1588 670 715 548 3521 YTD Cooper Inspections 633 252 235 172 1292 Total Inspections 249 90 91 56 486 YTD Total Inspections 2221 922 950 720 4813 Permit Revenue Inspections 0 100 200 300 400 500 600 $0.00 $20,000.00 $40,000.00 $60,000.00 $80,000.00 $100,000.00 2021 Revenue by Month 2020 Revenue by Month 2021 Inspections by Month 2020 Inspections by Month Printed 1/6/2022 at 4:35 PM I:\Board Meetings\01 TEMPLATES\Revenue & Inspections Report 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 6 of 73 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 01/06/2022 04:39 PM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 1/14 User: kgibson DB: Smba POST DATES 11/15/2021 – 12/31/2021 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 01/18/2021 N 15.98 SEATTLE WA, 98124-5184 / / 0.0000 Y 0.00 1833 PO BOX 035184 12/27/2021 N 15.98 AMAZON AMAZON CAPITAL SERVICES 12/27/2021 1MLC-P9XM-YN67 SWBA SUPPLIES 569-273-72700 USB EXTENSION WITH ON/OFF SWITCH 15.98 GL NUMBER DESCRIPTION AMOUNT Paid 12/31/2021 N 183.49 SEATTLE WA, 98124-5184 / / 0.0000 Y 0.00 1816 PO BOX 035184 12/02/2021 N 183.49 AMAZON AMAZON CAPITAL SERVICES 12/02/2021 1YKG-JGKR-QWCQ SWBA PURCHASE OF PRINTER AND MOUSE PAD 569-273-97100 Capital Outlay 183.49 VENDOR TOTAL: 199.47 GL NUMBER DESCRIPTION AMOUNT Paid 12/06/2021 N 1,773.00 SOUTH BEND IN, 46601-3311 / / 0.0000 N 0.00 1819 460 STULL ST STE 200 12/06/2021 N 1,773.00 AUNALYTICS AUNALYTICS, INC 12/31/2021 29953575 SWBA CLOUD HOSTING SERVICES JAN 2022 569-000-12300 Prepaids 1,773.00 VENDOR TOTAL: 1,773.00 GL NUMBER DESCRIPTION AMOUNT Paid 12/03/2021 N 5,000.00 Portage MI, 49024 12/03/2021 0.0000 N 0.00 1818 4200 W Center Ave 12/03/2021 N 0.00 MISC AVB Inc 12/03/2021 BTCO21-003 SWBA BD Bond Refund 569-000-26500 BTCO21-003 5,000.00 VENDOR TOTAL: 5,000.00 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 7 of 73 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 01/06/2022 04:39 PM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 2/14 User: kgibson DB: Smba POST DATES 11/15/2021 – 12/31/2021 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 12/28/2021 N 3,579.66 DETROIT MI, 48267-4416 / / 0.0000 N 0.00 1830 PO BOX 674416 12/13/2021 N 3,579.66 BCBS BLUE CROSS BLUE SHIELD OF MICHIGAN 12/13/2021 007043238-0000 SWBA HEALTH INSURANCE FEB 2022 PREPAY 569-000-12300 Prepaids 3,579.66 GL NUMBER DESCRIPTION AMOUNT Paid 11/28/2021 N 3,579.66 DETROIT MI, 48267-4416 / / 0.0000 N 0.00 1800 PO BOX 674416 11/15/2021 N 3,579.66 BCBS BLUE CROSS BLUE SHIELD OF MICHIGAN 11/15/2021 007043238-0000 SWBA HEALTH INSURANCE JAN 2022 PREPAY 569-000-12300 Prepaids 3,579.66 VENDOR TOTAL: 7,159.32 GL NUMBER DESCRIPTION AMOUNT Paid 11/30/2021 N 218.00 GRANDVILLE MI, 49418-2040 / / 0.0000 N 0.00 1815 3097 PINEDALE DR SW 11/30/2021 N 218.00 CODE CODE SOURCE PC 11/30/2021 114120.2 SWBA REVIEW OF REVISED VA BUILDING FOR STRUC569-273-80500 BUILDING – SHELL ONLY 60.00 569-273-80500 STRUCTURAL 86.00 569-273-80500 ENERGY CODE – ENVELOPE 72.00 218.00 VENDOR TOTAL: 218.00 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 8 of 73 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 01/06/2022 04:39 PM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 3/14 User: kgibson DB: Smba POST DATES 11/15/2021 – 12/31/2021 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 12/28/2021 N 11,363.00 KANSAS CITY MO, 64121-9255 / / 0.0000 N 0.00 1831 PO BOX 219255 12/13/2021 N 11,363.00 EMC EMC INSURANCE 12/13/2021 E-18421309 SWBA INSURANCE RENEWAL 2022 (PREPAIDS) 569-000-12300 6D14188 (GENERAL LIABILITY) 992.00 569-000-12300 6J14188 (UMBRELLA) 1,250.00 569-000-12300 6K14188 (LINEBACKER OCCURENCE) 3,011.00 569-000-12300 6Q14188 (CYBERSOLUTIONS) 992.00 569-000-12300 6C14188 (INLAND MARINE) 405.00 569-000-12300 6E14188 (BUSINESS AUTO) 2,450.00 569-000-12300 6F14188 (GOVT CRIME / FIDELITY ISO PKG) 118.00 569-000-12300 6H14188 (WORKER’S COMPENSATION) 2,145.00 11,363.00 VENDOR TOTAL: 11,363.00 GL NUMBER DESCRIPTION AMOUNT Paid 12/10/2021 N 166.00 Grand Rapids MI, 49548 12/10/2021 0.0000 N 0.00 1823 5985 CLAY AVE SW 12/10/2021 N 0.00 MISC Foundation Systems of MI 12/10/2021 00033393 SWBA BD Payment Refund 569-272-49100 01. Building Fee 66.00 569-272-62701 02. Required Inspections 100.00 166.00 GL NUMBER DESCRIPTION AMOUNT Paid 12/10/2021 N 55.00 Grand Rapids MI, 49548 12/10/2021 0.0000 N 0.00 1824 5985 CLAY AVE SW 12/10/2021 N 0.00 MISC Foundation Systems of MI 12/10/2021 00033394 SWBA BD Payment Refund 569-272-49200 03. Circuits 5.00 569-272-62702 30. Inspection – Final 50.00 55.00 VENDOR TOTAL: 221.00 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 9 of 73 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 01/06/2022 04:39 PM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 4/14 User: kgibson DB: Smba POST DATES 11/15/2021 – 12/31/2021 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 11/16/2021 Y 550.00 KALAMAZOO MI, 49009-8911 / / 0.0000 N 0.00 1801 6323 WINDDRIFT AVE 11/16/2021 N 550.00 GHECKMAN GARYAIRE, LLC 11/16/2021 2021-11-16.1 SWBA PLUMBING / MECHANICAL INSPECTIONS 569-273-80400 Plumbing Inspector 50.00 569-273-80300 Mechanical Inspector 500.00 550.00 GL NUMBER DESCRIPTION AMOUNT Paid 11/30/2021 Y 700.00 KALAMAZOO MI, 49009-8911 / / 0.0000 N 0.00 1813 6323 WINDDRIFT AVE 11/30/2021 N 700.00 GHECKMAN GARYAIRE, LLC 11/30/2021 2021-11-30-2 SWBA PLUMBING / MECHANICAL INSPECTIONS 569-273-80300 Mechanical Inspector 450.00 569-273-80400 Plumbing Inspector 250.00 700.00 GL NUMBER DESCRIPTION AMOUNT Paid 12/13/2021 Y 850.00 KALAMAZOO MI, 49009-8911 / / 0.0000 N 0.00 1828 6323 WINDDRIFT AVE 12/13/2021 N 850.00 GHECKMAN GARYAIRE, LLC 12/13/2021 2021-12-13-3 SWBA PLUMBING / MECHANICAL INSPECTIONS 569-273-80400 Plumbing Inspector 250.00 569-273-80300 Mechanical Inspector 600.00 850.00 GL NUMBER DESCRIPTION AMOUNT Paid 12/28/2021 Y 1,150.00 KALAMAZOO MI, 49009-8911 / / 0.0000 N 0.00 1836 6323 WINDDRIFT AVE 12/28/2021 N 1,150.00 GHECKMAN GARYAIRE, LLC 12/28/2021 2021-12-28-1 SWBA PLUMBING / MECHANICAL INSPECTIONS 569-273-80400 Plumbing Inspector 400.00 569-273-80300 Mechanical Inspector 750.00 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 10 of 73 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 01/06/2022 04:39 PM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 5/14 User: kgibson DB: Smba POST DATES 11/15/2021 – 12/31/2021 BOTH JOURNALIZED AND UNJOURNALIZED PAID 1,150.00 VENDOR TOTAL: 3,250.00 GL NUMBER DESCRIPTION AMOUNT Paid 01/13/2022 N 218.24 KALAMAZOO MI, 49001-4649 / / 0.0000 N 0.00 1829 2650 MILLCORK ST STE A 12/13/2021 N 218.24 INTEGRITY INTEGRITY BUSINESS SOLUTIONS 12/13/2021 2295147-0 SWBA OFFICE SUPPLIES 569-273-72700 FLOURESCENT GREEN LABELS 218.24 VENDOR TOTAL: 218.24 GL NUMBER DESCRIPTION AMOUNT Paid 12/17/2021 N 361.00 COUNTRY CLUB HILLS IL, 60478 / / 0.0000 N 0.00 1808 4051 W FLOSSMOOR RD 11/23/2021 N 361.00 ICC INTERNATIONAL CODE COUNCIL 11/23/2021 1001425208 SWBA PURCHASE 2018 MI PLUMBING CODE BOOKS 569-000-12300 569-273-97100 FY 2022 CAPITAL OUTLAY 361.00 VENDOR TOTAL: 361.00 GL NUMBER DESCRIPTION AMOUNT Paid 11/22/2021 N 55.00 KALAMAZOO MI, 49009 11/22/2021 0.0000 Y 0.00 1807 2425 S 11TH ST STE A 11/22/2021 N 0.00 MISC KALAMAZOO EXCAVATION 11/22/2021 00033341 SWBA BD Payment Refund 569-272-49400 12. Sewers – Less than 6″ (Each) 5.00 569-272-62704 24. Inspection – Final 50.00 55.00 VENDOR TOTAL: 55.00 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 11 of 73 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 01/06/2022 04:39 PM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 6/14 User: kgibson DB: Smba POST DATES 11/15/2021 – 12/31/2021 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 12/29/2021 N 60.00 KALAMAZOO MI, 49009-5469 / / 0.0000 N 0.00 1840 2615 W F AVE 12/29/2021 N 60.00 LSTEHOUWER LARRY STEHOUWER 12/29/2021 2021-12-29-1 SWBA BOARD MEETING ATTENDANCE Q3 2021 569-273-70204 2021-07-22 30.00 569-273-70204 2021-09-23 30.00 60.00 GL NUMBER DESCRIPTION AMOUNT Paid 12/29/2021 N 60.00 KALAMAZOO MI, 49009-5469 / / 0.0000 N 0.00 1841 2615 W F AVE 12/29/2021 N 60.00 LSTEHOUWER LARRY STEHOUWER 12/29/2021 2021-12-29-2 SWBA BOARD MEETING ATTENDANCE Q4 2021 569-273-70204 2021-10-28 30.00 569-273-70204 2021-11-18 30.00 60.00 VENDOR TOTAL: 120.00 GL NUMBER DESCRIPTION AMOUNT Paid 12/22/2021 N 418.21 KALAMAZOO MI, 49009-1332 / / 0.0000 N 0.00 1821 811 S DRAKE RD 12/06/2021 N 418.21 VISA MERCANTILE VISA 12/06/2021 2021-12-06-1 SWBA VISA BILL NOV 2021 569-273-86000 GAS 196.01 569-273-86000 CAR WASH MONTHLY SUBSCRIPTION 29.99 569-273-86000 WINDSHIELD WIPER FLUID 6.14 569-273-86000 WALTERS – OIL CHANGE 2021 COLORADO TRUCK 59.96 569-273-80901 COGNITO FORMS MONTHLY SUBSCRIPTION 99.00 569-273-72700 SUPPLIES 27.11 418.21 VENDOR TOTAL: 418.21 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 12 of 73 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 01/06/2022 04:39 PM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 7/14 User: kgibson DB: Smba POST DATES 11/15/2021 – 12/31/2021 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 11/16/2021 Y 1,350.00 COLDWATER MI, 49036-9553 / / 0.0000 N 0.00 1802 426 SARAH LN 11/16/2021 N 1,350.00 TTHATCHER MP SERVICES LLC 11/16/2021 2021-11-16.2 SWBA MECHANICAL / PLUMBING INSPECTIONS 569-273-80300 Mechanical Inspector 900.00 569-273-80400 Plumbing Inspector 450.00 1,350.00 GL NUMBER DESCRIPTION AMOUNT Paid 11/30/2021 Y 700.00 COLDWATER MI, 49036-9553 / / 0.0000 N 0.00 1812 426 SARAH LN 11/30/2021 N 700.00 TTHATCHER MP SERVICES LLC 11/30/2021 2021-11-30-1 SWBA MECHANICAL / PLUMBING INSPECTIONS 569-273-80300 Mechanical Inspector 400.00 569-273-80400 Plumbing Inspector 300.00 700.00 GL NUMBER DESCRIPTION AMOUNT Paid 12/13/2021 Y 1,100.00 COLDWATER MI, 49036-9553 / / 0.0000 N 0.00 1827 426 SARAH LN 12/13/2021 N 1,100.00 TTHATCHER MP SERVICES LLC 12/13/2021 2021-12-13-2 SWBA MECHANICAL / PLUMBING INSPECTIONS 569-273-80300 Mechanical Inspector 500.00 569-273-80400 Plumbing Inspector 600.00 1,100.00 GL NUMBER DESCRIPTION AMOUNT Paid 12/28/2021 Y 650.00 COLDWATER MI, 49036-9553 / / 0.0000 N 0.00 1837 426 SARAH LN 12/28/2021 N 650.00 TTHATCHER MP SERVICES LLC 12/28/2021 2021-12-28-2 SWBA MECHANICAL / PLUMBING INSPECTIONS 569-273-80300 Mechanical Inspector 400.00 569-273-80400 Plumbing Inspector 250.00 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 13 of 73 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 01/06/2022 04:39 PM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 8/14 User: kgibson DB: Smba POST DATES 11/15/2021 – 12/31/2021 BOTH JOURNALIZED AND UNJOURNALIZED PAID 650.00 VENDOR TOTAL: 3,800.00 GL NUMBER DESCRIPTION AMOUNT Paid 11/28/2021 N 21.99 CINCINNATI OH, 45263-3301 / / 0.0000 N 0.00 1799 PO BOX 633301 11/15/2021 N 21.99 OFFICE DEP OFFICE DEPOT 11/15/2021 204378904001 SWBA PERMIT NOT REQUIRED STAMP 569-273-72700 Supplies 21.99 GL NUMBER DESCRIPTION AMOUNT Paid 01/02/2022 N 271.10 CINCINNATI OH, 45263-3301 / / 0.0000 N 0.00 1835 PO BOX 633301 12/27/2021 N 271.10 OFFICE DEP OFFICE DEPOT 12/27/2021 216266193001 SWBA OFFICE SUPPLIES 569-273-72700 2022 WALL CALENDAR (2) 23.98 569-273-72700 COPY PAPER (2 CASE, ONLY REC’D 1 CASE) 85.98 569-273-72700 REFUND 1 CASE COPY PAPER (42.99) 569-273-72700 BW/COLOR COMBO INK 62XL FOR MOBILE PRINT 99.98 569-273-72700 MINI BINDER CLIPS (4PK) 27.16 569-273-72700 TN760 TONER FOR KIOSK PRINTER (1) 76.99 271.10 VENDOR TOTAL: 293.09 GL NUMBER DESCRIPTION AMOUNT Paid 11/19/2021 N 55.00 LEWISBERRY PA, 17339 11/19/2021 0.0000 N 0.00 1806 542 INDUSTRIAL DR 11/19/2021 N 0.00 MISC OHIO BATH SOLUTIONS LLC 11/19/2021 00034307 SWBA BD Payment Refund 569-272-49400 03. Fixtures, floor drains, connections 5.00 569-272-62704 24. Inspection – Final 50.00 55.00 VENDOR TOTAL: 55.00 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 14 of 73 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 01/06/2022 04:39 PM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 9/14 User: kgibson DB: Smba POST DATES 11/15/2021 – 12/31/2021 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 01/04/2022 N 330.00 KALAMAZOO MI, 49009-8210 / / 0.0000 N 0.00 1844 7275 W MAIN ST 01/04/2022 N 330.00 OSHTEMO OSHTEMO TOWNSHIP 12/31/2021 10153 SWBA LEGAL FEES 2021-Q4 569-273-80800 OCT 2021 30.00 569-273-80800 NOV 2021 225.00 569-273-80800 DEC 2021 75.00 330.00 VENDOR TOTAL: 330.00 GL NUMBER DESCRIPTION AMOUNT Paid 12/13/2021 N 375.00 KALAMAZOO MI, 49007-4730 / / 0.0000 N 0.00 CARE OF MILLER CANFIELD PLC 12/13/2021 N 375.00 277 S ROSE ST STE 5000 1826 POWELL POWELL RANDY SCOTT & STEPHEN ROBERT 12/13/2021 2021-12-15-1 SWBA REMITTANCE OF GARNISHMENT 569-000-26900 Garnishments Payable 375.00 GL NUMBER DESCRIPTION AMOUNT Paid 12/28/2021 N 300.00 KALAMAZOO MI, 49007-4730 / / 0.0000 N 0.00 CARE OF MILLER CANFIELD PLC 12/28/2021 N 300.00 277 S ROSE ST STE 5000 1839 POWELL POWELL RANDY SCOTT & STEPHEN ROBERT 12/28/2021 2021-12-28-4 SWBA REMITTANCE OF GARNISHMENT 569-000-26900 Garnishments Payable 300.00 VENDOR TOTAL: 675.00 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 15 of 73 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 01/06/2022 04:39 PM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 10/14 User: kgibson DB: Smba POST DATES 11/15/2021 – 12/31/2021 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 11/22/2021 N 107.98 CHICAGO IL, 60680-2815 / / 0.0000 N 0.00 1805 PO BOX 802815 11/19/2021 N 107.98 RICOH RICOH 11/19/2021 5063233552 SWBA NOV 2021 CONTRACT # 4470926 569-273-95600 MPC2504 BASE 2021-11-15 TO 2021-12-14 12.33 569-273-95600 MPC2504 BW READ 2.50 569-273-95600 MPC2504 COLOR READ 93.15 107.98 GL NUMBER DESCRIPTION AMOUNT Paid 12/25/2021 N 98.17 CHICAGO IL, 60680-2815 / / 0.0000 N 0.00 1834 PO BOX 802815 12/27/2021 N 98.17 RICOH RICOH 12/27/2021 5063443492 SWBA DEC 2021 CONTRACT # 4470926 569-273-95600 MPC2504 BASE 2021-12-15 TO 2022-01-14 12.33 569-273-95600 MPC2504 BW READ 2.25 569-273-95600 MPC2504 COLOR READ 83.59 98.17 VENDOR TOTAL: 206.15 GL NUMBER DESCRIPTION AMOUNT Paid 12/03/2021 N 1,000.00 Mattawan MI, 49071-9666 12/03/2021 0.0000 N 0.00 1817 10925 MYSTIC HEIGHTS TRL 12/03/2021 N 0.00 MISC ROBERTS DEVELOPMENT GROUP INC 12/03/2021 BTCO21-004 SWBA BD Bond Refund 569-000-26500 BTCO21-004 1,000.00 VENDOR TOTAL: 1,000.00 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 16 of 73 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 01/06/2022 04:39 PM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 11/14 User: kgibson DB: Smba POST DATES 11/15/2021 – 12/31/2021 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 12/06/2021 N 160.00 PORTAGE MI, 49002-0507 / / 21.0000 N 42.50 1820 246 E KILGORE RD 12/06/2021 N 202.50 SIEGFRIED SIEGFRIED CRANDALL PC 12/06/2021 107536 SWBA ACCOUNTING SERVICES NOV 2021 569-273-80700 Accounting / Audit Fees 160.00 VENDOR TOTAL: 160.00 GL NUMBER DESCRIPTION AMOUNT Paid 01/01/2022 N 147.04 PHILADELPHIA PA, 19170-0001 / / 0.0000 N 0.00 1832 PO BOX 7247-0381 12/15/2021 N 147.04 SUN LIFE SUN LIFE FINANCIAL 12/15/2021 247757 SWBA LIFE INSURANCE JAN 2022 569-000-12300 Prepaids 147.04 GL NUMBER DESCRIPTION AMOUNT Paid 12/01/2021 N 147.04 PHILADELPHIA PA, 19170-0001 / / 0.0000 N 0.00 1804 PO BOX 7247-0381 11/16/2021 N 147.04 SUN LIFE SUN LIFE FINANCIAL 11/16/2021 247757 SWBA LIFE INSURANCE DEC 2021 569-273-71003 Disability / Life Insurance 147.04 VENDOR TOTAL: 294.08 GL NUMBER DESCRIPTION AMOUNT Paid 12/28/2021 N 403.95 CHICAGO IL, 60677-8000 / / 0.0000 N 0.00 1822 8020 SOLUTIONS CTR 12/09/2021 N 403.95 TELNET TELNET WORLDWIDE 12/09/2021 235351 SWBA PHONE DEC 2021 569-273-85000 Telephone 403.95 VENDOR TOTAL: 403.95 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 17 of 73 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 01/06/2022 04:39 PM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 12/14 User: kgibson DB: Smba POST DATES 11/15/2021 – 12/31/2021 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 12/14/2021 N 43.67 CINCINNATI OH, 45274-2596 / / 0.0000 N 0.00 1811 PO BOX 742596 11/30/2021 N 43.67 TMOBILE T-MOBILE 11/30/2021 977195739 SWBA MOBILE HOTSPOT USAGE MMM YYYY 569-273-80900 IT / Infrastructure 43.67 GL NUMBER DESCRIPTION AMOUNT Paid 01/14/2022 N 51.00 CINCINNATI OH, 45274-2596 / / 0.0000 N 0.00 1843 PO BOX 742596 12/31/2021 N 51.00 TMOBILE T-MOBILE 12/31/2021 977195739 SWBA MOBILE HOTSPOT USAGE DEC 2021 569-273-80900 IT / Infrastructure 51.00 VENDOR TOTAL: 94.67 GL NUMBER DESCRIPTION AMOUNT Paid 01/29/2022 N 241.70 CHICAGO IL, 60680-1741 / / 0.0000 N 0.00 ATTN ACCOUNTS RECEIVABLE 12/30/2021 N 241.70 PO BOX 88741 1842 ULINE ULINE 12/30/2021 143132795 SWBA SUPPLIES / MASKS 569-273-72700 ULINE N95 STANDARD RESPIRATOR MASKS 12BX 156.00 569-273-72700 ULINE SURGICAL MASKS 10BX 70.00 569-273-72700 SHIPPING 15.70 241.70 VENDOR TOTAL: 241.70 GL NUMBER DESCRIPTION AMOUNT Paid 11/22/2021 N 14.61 CHICAGO IL, 60680-9488 / / 0.0000 N 0.00 1798 PO BOX 809488 11/15/2021 N 14.61 UPS UPS 11/15/2021 000076R70Y SWBA SHIPPING FOR MULTIPLE PROJECTS 569-273-72800 Postage / Shipping 14.61 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 18 of 73 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 01/06/2022 04:39 PM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 13/14 User: kgibson DB: Smba POST DATES 11/15/2021 – 12/31/2021 BOTH JOURNALIZED AND UNJOURNALIZED PAID VENDOR TOTAL: 14.61 GL NUMBER DESCRIPTION AMOUNT Paid 11/16/2021 Y 1,250.00 MATTAWAN MI, 49071-9746 / / 0.0000 N 0.00 1803 38159 24TH ST 11/16/2021 N 1,250.00 WWILCOX WILLIAM WILCOX 11/16/2021 2021-11-16.3 SWBA ELECTRICAL INSPECTIONS 569-273-80200 Electrical Inspector 1,250.00 GL NUMBER DESCRIPTION AMOUNT Paid 11/30/2021 Y 1,050.00 MATTAWAN MI, 49071-9746 / / 0.0000 N 0.00 1814 38159 24TH ST 11/30/2021 N 1,050.00 WWILCOX WILLIAM WILCOX 11/30/2021 2021-11-30-3 SWBA ELECTRICAL INSPECTIONS 569-273-80200 Electrical Inspector 1,050.00 GL NUMBER DESCRIPTION AMOUNT Paid 12/13/2021 Y 1,125.00 MATTAWAN MI, 49071-9746 / / 0.0000 N 0.00 1825 38159 24TH ST 12/13/2021 N 1,125.00 WWILCOX WILLIAM WILCOX 12/13/2021 2021-12-13-1 SWBA ELECTRICAL INSPECTIONS 569-273-80200 Electrical Inspector 1,500.00 569-000-26900 Garnishments Payable (375.00) 1,125.00 GL NUMBER DESCRIPTION AMOUNT Paid 12/28/2021 Y 900.00 MATTAWAN MI, 49071-9746 / / 0.0000 N 0.00 1838 38159 24TH ST 12/28/2021 N 900.00 WWILCOX WILLIAM WILCOX 12/28/2021 2021-12-28-3 SWBA ELECTRICAL INSPECTIONS 569-273-80200 Electrical Inspector 1,200.00 569-000-26900 Garnishments Payable (300.00) 900.00 VENDOR TOTAL: 4,325.00 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 19 of 73 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 01/06/2022 04:39 PM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 14/14 User: kgibson DB: Smba POST DATES 11/15/2021 – 12/31/2021 BOTH JOURNALIZED AND UNJOURNALIZED PAID TOTAL – ALL VENDORS: 42,249.49 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 20 of 73 Fund Item Amount 01/06/2022 04:40 PM Page 1 of 1 For Journal Entries with Post Dates Between 11/15/2021 and 12/31/2021 Journal Totals By Fund Report Total Payroll: 29,602.37 Net Payment: 18,666.35 Gross Payment: 25,739.39 569 Pay Codes Amount BEREAVEMENT 371.72 HOLIDAY 993.00 HOURLY 6,976.22 MILEAGE 100.71 OPT-OUT 654.67 OVERTIME 56.01 PHONE 145.24 PTO 1,607.08 SALARY 7,761.70 Pay Code Totals: 18,666.35 Deductions Amount FITW 1,341.97 HSA_EE 720.00 MEDICARE_EE 359.13 PENSION_EE_PRE 223.80 PENSION_EE_ROTH 1,809.69 SITW 1,082.90 SOCSEC_EE 1,535.55 Deduction Totals: 7,073.04 Expenses Amount MEDICARE_ER 359.13 PENSION_ER 984.15 PENSION_ER_MTCH 984.15 SOCSEC_ER 1,535.55 Expense Totals: 3,862.98 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 21 of 73 01/06/2022 04:43 PM REVENUE AND EXPENDITURE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 1/2 User: kgibson DB: Smba PERIOD ENDING 12/31/2021 % Fiscal Year Completed: 100.00 % BDGT USED AVAILABLE BALANCE ACTIVITY FOR MONTH 12/31/2021 YTD BALANCE 12/31/2021 2021 GL NUMBER DESCRIPTION AMENDED BUDGET Fund 569 – Building Authority Revenues Dept 000 – A&L, Balance Sheet Accounts 569-000-99999 Carryover 0.00 0.00 0.00 0.00 0.00 Total Dept 000 – A&L, Balance Sheet Accounts 0.00 0.00 0.00 0.00 0.00 Dept 272 – Revenue Accounts 569-272-49100 Building Permits 285,000.00 262,354.90 15,191.65 22,645.10 92.05 569-272-49200 Electrical Permits 55,000.00 48,457.00 2,574.00 6,543.00 88.10 569-272-49300 Mechanical Permits 55,000.00 53,576.30 3,695.00 1,423.70 97.41 569-272-49400 Plumbing Permits 30,000.00 25,703.00 674.00 4,297.00 85.68 569-272-60701 FOIA Fees 200.00 206.95 14.30 (6.95) 103.48 569-272-62600 Building Services to Others 0.00 0.00 0.00 0.00 0.00 569-272-62701 Building Inspections 95,000.00 82,730.00 4,000.00 12,270.00 87.08 569-272-62702 Electrical Inspections 43,000.00 40,745.00 2,700.00 2,255.00 94.76 569-272-62703 Mechanical Inspections 46,000.00 44,740.00 3,700.00 1,260.00 97.26 569-272-62704 Plumbing Inspections 36,000.00 31,945.00 1,100.00 4,055.00 88.74 569-272-63000 Plan Review 75,000.00 68,475.00 5,082.00 6,525.00 91.30 569-272-66300 Bond Forfeitures and Bond Costs 0.00 0.00 0.00 0.00 0.00 569-272-66500 Interest on Investments 2,000.00 1,034.92 0.00 965.08 51.75 569-272-67300 Gain/Loss on Sale of Assets 0.00 0.00 0.00 0.00 0.00 569-272-67500 Miscellaneous 3,215.37 3,250.37 0.00 (35.00) 101.09 Total Dept 272 – Revenue Accounts 725,415.37 663,218.44 38,730.95 62,196.93 91.43 TOTAL REVENUES 725,415.37 663,218.44 38,730.95 62,196.93 91.43 Expenditures Dept 273 – Building Authority Expense Activity 569-273-70200 Salaries 162,508.00 160,844.76 18,437.51 1,663.24 98.98 569-273-70203 Building Board of Appeals 0.00 0.00 0.00 0.00 0.00 569-273-70204 Board Member At Large Stipend 390.00 300.00 120.00 90.00 76.92 569-273-71002 Health Insurance 43,000.00 42,911.27 0.00 88.73 99.79 569-273-71003 Disability / Life Insurance 1,885.00 1,852.24 0.00 32.76 98.26 569-273-71004 Work Comp Insurance 2,500.00 2,140.00 0.00 360.00 85.60 569-273-71005 Payroll Taxes – FICA 12,432.00 12,215.72 1,415.86 216.28 98.26 569-273-71006 HSA 7,300.00 7,072.00 0.00 228.00 96.88 569-273-71009 Pension Plan 15,200.00 14,954.61 1,469.44 245.39 98.39 569-273-71101 In Lieu of Insurance 3,390.00 3,388.86 610.47 1.14 99.97 569-273-71102 Clothing Allowance 1,500.00 0.00 0.00 1,500.00 0.00 569-273-71103 Education / Membership Dues 4,000.00 3,666.68 0.00 333.32 91.67 569-273-72700 Supplies 4,500.00 3,782.46 774.13 717.54 84.05 569-273-72800 Postage / Shipping 3,100.00 2,612.08 0.00 487.92 84.26 569-273-72900 General Insurance 9,000.00 8,614.00 0.00 386.00 95.71 569-273-80100 Building Inspector 10,000.00 8,000.00 0.00 2,000.00 80.00 569-273-80200 Electrical Inspector 46,000.00 44,250.00 2,700.00 1,750.00 96.20 569-273-80300 Mechanical Inspector 45,000.00 42,300.00 2,250.00 2,700.00 94.00 569-273-80400 Plumbing Inspector 35,000.00 32,800.00 1,500.00 2,200.00 93.71 569-273-80500 Plan Review 62,000.00 51,232.50 0.00 10,767.50 82.63 569-273-80600 Consultants 0.00 0.00 0.00 0.00 0.00 569-273-80700 Accounting / Audit Fees 13,000.00 8,683.25 160.00 4,316.75 66.79 569-273-80800 Legal Fees 6,100.00 5,370.00 330.00 730.00 88.03 569-273-80900 IT / Infrastructure 22,600.00 20,899.97 51.00 1,700.03 92.48 569-273-80901 IT / Software 15,771.25 6,696.41 99.00 9,074.84 42.46 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 22 of 73 01/06/2022 04:43 PM REVENUE AND EXPENDITURE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 2/2 User: kgibson DB: Smba PERIOD ENDING 12/31/2021 % Fiscal Year Completed: 100.00 % BDGT USED AVAILABLE BALANCE ACTIVITY FOR MONTH 12/31/2021 YTD BALANCE 12/31/2021 2021 GL NUMBER DESCRIPTION AMENDED BUDGET Fund 569 – Building Authority Expenditures 569-273-80902 IT / Support 600.00 540.00 0.00 60.00 90.00 569-273-85000 Telephone 6,500.00 6,482.00 553.95 18.00 99.72 569-273-86000 Vehicle Gas / Maintenance 3,500.00 3,222.23 292.10 277.77 92.06 569-273-86100 Mileage 500.00 472.97 44.07 27.03 94.59 569-273-94000 Facility Rent 21,000.00 21,000.00 0.00 0.00 100.00 569-273-95500 Miscellaneous 13.00 13.00 0.00 0.00 100.00 569-273-95600 Equipment / Maintenance 2,100.00 2,089.38 98.17 10.62 99.49 569-273-96401 Refund of Overpayment 0.00 0.00 0.00 0.00 0.00 569-273-96500 Bank Service Charges 660.00 634.70 0.00 25.30 96.17 569-273-96800 Depreciation Expense 0.00 0.00 0.00 0.00 0.00 569-273-97100 Capital Outlay 22,000.00 18,977.02 183.49 3,022.98 86.26 569-273-97200 Capital Outlay – Vehicle 0.00 0.00 0.00 0.00 0.00 569-273-99300 Interest/Penalty IRS/State Withholdings 0.00 0.00 0.00 0.00 0.00 Total Dept 273 – Building Authority Expense Activity 583,049.25 538,018.11 31,089.19 45,031.14 92.28 TOTAL EXPENDITURES 583,049.25 538,018.11 31,089.19 45,031.14 92.28 NET OF REVENUES & EXPENDITURES 142,366.12 125,200.33 7,641.76 17,165.79 87.94 TOTAL EXPENDITURES 583,049.25 538,018.11 31,089.19 45,031.14 92.28 TOTAL REVENUES 725,415.37 663,218.44 38,730.95 62,196.93 91.43 Fund 569 – Building Authority: NET OF REVENUES & EXPENDITURES 142,366.12 125,200.33 7,641.76 17,165.79 87.94 TOTAL EXPENDITURES – ALL FUNDS 583,049.25 538,018.11 31,089.19 45,031.14 92.28 TOTAL REVENUES – ALL FUNDS 725,415.37 663,218.44 38,730.95 62,196.93 91.43 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 23 of 73 SOUTHWEST MICHIGAN BUILDING AUTHORITY BANK BALANCE REPORT Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2020 $363,688.08 $374,395.69 $367,084.01 $364,749.52 $366,304.26 $376,755.31 $410,190.86 $363,684.45 $454,864.86 $482,472.44 $521,651.20 $ 513,525.33 2021 $503,222.53 $523,735.52 $538,097.75 $534,031.68 $547,884.78 $585,009.74 $582,810.88 $605,716.44 $651,192.93 $663,095.00 $660,676.17 $656,042.63 $0.00 $100,000.00 $200,000.00 $300,000.00 $400,000.00 $500,000.00 $600,000.00 $700,000.00 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Bank Account Balance by Month 2020 2021 Printed 1/6/2022 at 4:35 PM I:\Board Meetings\01 TEMPLATES\Revenue & Inspections Report 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 24 of 73 Southwest Michigan Building Authority 7275 West Main Street Kalamazoo MI 49009 269-585-4150 www.swmiba.org Financial Reports for: January 2022 As of 2022-01-24 1. Permit Revenue & Inspections Report 2. Accounts Payable Detailed Disbursement Report 3. Payroll Expense Report 4. Budget Snapshot 5. Bank Account Balance Report 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 25 of 73 SOUTHWEST MICHIGAN BUILDING AUTHORITY REVENUE / INSPECTIONS REPORT Reporting Period: 01/01/2022 to 1/24/2022 Building Electrical Mechanical Plumbing Totals Oshtemo 17 19 18 17 71 Revenue $16,636.00 $3,259.00 $3,261.00 $2,915.00 $26,071.00 YTD Oshtemo 17 19 18 17 71 YTD Revenue $16,636.00 $3,259.00 $3,261.00 $2,915.00 $26,071.00 Cooper 7 4 7 0 18 Revenue $2,710.00 $435.00 $785.00 $0.00 $3,930.00 YTD Cooper 7 4 7 0 18 YTD Revenue $2,710.00 $435.00 $785.00 $0.00 $3,930.00 Total Permits 24 23 25 17 89 Total Revenue $19,346.00 $3,694.00 $4,046.00 $2,915.00 $30,001.00 YTD Total Permits 24 23 25 17 89 YTD Total Revenue $19,346.00 $3,694.00 $4,046.00 $2,915.00 $30,001.00 Building Electrical Mechanical Plumbing Totals Oshtemo Inpsections 97 56 55 51 259 Cooper Inspections 27 10 6 1 44 YTD Oshtemo Inspections 97 56 55 51 259 YTD Cooper Inspections 27 10 6 1 44 Total Inspections 124 66 61 52 303 YTD Total Inspections 124 66 61 52 303 Permit Revenue Inspections 0 100 200 300 400 500 600 $0.00 $20,000.00 $40,000.00 $60,000.00 $80,000.00 $100,000.00 2021 Revenue by Month 2022 Revenue by Month 2021 Inspections by Month 2022 Inspections by Month Printed 1/24/2022 at 2:48 PM I:\Board Meetings\01 TEMPLATES\Revenue & Inspections Report 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 26 of 73 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 01/24/2022 02:51 PM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 1/8 User: kgibson DB: Smba POST DATES 01/01/2022 – 01/24/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 01/31/2022 N 1,717.00 SOUTH BEND IN, 46601-3311 / / 0.0000 N 0.00 1846 460 STULL ST STE 200 01/05/2022 N 1,717.00 AUNALYTICS AUNALYTICS, INC 01/05/2022 29955467 SWBA CLOUD HOSTING SERVICES FEB 2022 569-273-80900 IT / Infrastructure 1,717.00 GL NUMBER DESCRIPTION AMOUNT Paid 01/30/2022 N 185.00 SOUTH BEND IN, 46601-3311 / / 0.0000 N 0.00 1860 460 STULL ST STE 200 01/13/2022 N 185.00 AUNALYTICS AUNALYTICS, INC 01/13/2022 29956300 SWBA PHONE SYSTEM NETWORK SUPPORT 569-273-80902 IT / Support 185.00 VENDOR TOTAL: 1,902.00 GL NUMBER DESCRIPTION AMOUNT Paid 01/28/2022 N 4,862.68 DETROIT MI, 48267-4416 / / 0.0000 N 0.00 1862 PO BOX 674416 01/14/2022 N 4,862.68 BCBS BLUE CROSS BLUE SHIELD OF MICHIGAN 01/14/2022 007043238-0000 SWBA HEALTH INSURANCE MAR 2022 PREPAY 569-273-71002 FEB 2022 PREMIUM INCREASE 641.51 569-273-71002 Health Insurance 4,221.17 4,862.68 VENDOR TOTAL: 4,862.68 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 27 of 73 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 01/24/2022 02:51 PM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 2/8 User: kgibson DB: Smba POST DATES 01/01/2022 – 01/24/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 02/28/2022 N 1,983.00 BATH MI, 48808-7709 / / 0.0000 N 0.00 1863 14965 ABBEY LN 01/24/2022 N 1,983.00 BS&A BS&A 01/24/2022 139220 SWBA COMPUTER SOFTWARE & SUPPORT 2022-02-01 569-273-80901 GL SUPPORT 515.00 569-273-80901 AP SUPPORT 448.00 569-273-80901 CR SUPPORT 448.00 569-273-80901 PR SUPPORT 572.00 1,983.00 VENDOR TOTAL: 1,983.00 GL NUMBER DESCRIPTION AMOUNT Paid 01/10/2022 N 1,825.00 GRANDVILLE MI, 49418-2040 / / 0.0000 N 0.00 1848 3097 PINEDALE DR SW 01/10/2022 N 1,825.00 CODE CODE SOURCE PC 01/10/2022 117321.1 SWBA PLAN REVIEW FOR EUROPEAN WAX CENTER PB2569-273-80500 BUILDING 425.00 569-273-80500 ENERGY CODE 350.00 569-273-80500 ELECTRICAL 350.00 569-273-80500 MECHANICAL 350.00 569-273-80500 PLUMBING 350.00 1,825.00 VENDOR TOTAL: 1,825.00 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 28 of 73 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 01/24/2022 02:51 PM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 3/8 User: kgibson DB: Smba POST DATES 01/01/2022 – 01/24/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 01/10/2022 Y 2,300.00 KALAMAZOO MI, 49009-8911 / / 0.0000 N 0.00 1850 6323 WINDDRIFT AVE 01/10/2022 N 2,300.00 GHECKMAN GARYAIRE, LLC 01/10/2022 2022-01-10-1 SWBA PLUMBING / MECHANICAL INSPECTIONS 569-273-80400 Plumbing Inspector 600.00 569-273-80300 Mechanical Inspector 1,700.00 2,300.00 GL NUMBER DESCRIPTION AMOUNT Paid 01/24/2022 Y 800.00 KALAMAZOO MI, 49009-8911 / / 0.0000 N 0.00 1866 6323 WINDDRIFT AVE 01/24/2022 N 800.00 GHECKMAN GARYAIRE, LLC 01/24/2022 2022-01-24-1 SWBA PLUMBING / MECHANICAL INSPECTIONS 569-273-80400 Plumbing Inspector 350.00 569-273-80300 Mechanical Inspector 450.00 800.00 VENDOR TOTAL: 3,100.00 GL NUMBER DESCRIPTION AMOUNT Paid 03/01/2022 N 135.00 GRAND RAPIDS MI, 49503-1075 / / 0.0000 N 0.00 METRO TREASURER 01/14/2022 N 135.00 C/O CITY OF GRAND RAPIDS 1861 METRO BLDG METRO BUILDING INSPECTORS ASSOC 01/14/2022 2022-01-14-1 SWBA MEMBERSHIP RENEWAL 569-273-71103 Education / Membership Dues 135.00 VENDOR TOTAL: 135.00 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 29 of 73 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 01/24/2022 02:51 PM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 4/8 User: kgibson DB: Smba POST DATES 01/01/2022 – 01/24/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 01/10/2022 Y 50.00 COLDWATER MI, 49036-9553 / / 0.0000 N 0.00 1851 426 SARAH LN 01/10/2022 N 50.00 TTHATCHER MP SERVICES LLC 01/10/2022 2022-01-10-2 SWBA MECHANICAL / PLUMBING INSPECTIONS 569-273-80300 Mechanical Inspector 50.00 GL NUMBER DESCRIPTION AMOUNT Paid 01/24/2022 Y 2,750.00 COLDWATER MI, 49036-9553 / / 0.0000 N 0.00 1867 426 SARAH LN 01/24/2022 N 2,750.00 TTHATCHER MP SERVICES LLC 01/24/2022 2022-01-24-2 SWBA MECHANICAL / PLUMBING INSPECTIONS 569-273-80300 Mechanical Inspector 950.00 569-273-80400 Plumbing Inspector 1,800.00 2,750.00 VENDOR TOTAL: 2,800.00 GL NUMBER DESCRIPTION AMOUNT Paid 01/04/2022 N 22,000.00 KALAMAZOO MI, 49009-8210 / / 0.0000 N 0.00 1845 7275 W MAIN ST 01/04/2022 N 22,000.00 OSHTEMO OSHTEMO TOWNSHIP 01/04/2022 10151 SWBA 2022 RENT 569-273-94000 Facility Rent 22,000.00 VENDOR TOTAL: 22,000.00 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 30 of 73 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 01/24/2022 02:51 PM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 5/8 User: kgibson DB: Smba POST DATES 01/01/2022 – 01/24/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 01/10/2022 N 425.00 KALAMAZOO MI, 49007-4730 / / 0.0000 N 0.00 CARE OF MILLER CANFIELD PLC 01/10/2022 N 425.00 277 S ROSE ST STE 5000 1853 POWELL POWELL RANDY SCOTT & STEPHEN ROBERT 01/10/2022 2022-01-10-4 SWBA REMITTANCE OF GARNISHMENT 569-000-26900 Garnishments Payable 425.00 GL NUMBER DESCRIPTION AMOUNT Paid 01/24/2022 N 437.50 KALAMAZOO MI, 49007-4730 / / 0.0000 N 0.00 CARE OF MILLER CANFIELD PLC 01/24/2022 N 437.50 277 S ROSE ST STE 5000 1869 POWELL POWELL RANDY SCOTT & STEPHEN ROBERT 01/24/2022 2022-01-24-4 SWBA REMITTANCE OF GARNISHMENT 569-000-26900 Garnishments Payable 437.50 VENDOR TOTAL: 862.50 GL NUMBER DESCRIPTION AMOUNT Paid 01/12/2022 Y 500.00 VAN BUREN TWP MI, 48111-1677 / / 0.0000 N 0.00 1857 9593 REVERE DR 01/12/2022 N 500.00 REDMOND REDMOND ENGINEERING & DESIGN 01/12/2022 21-024-001 SWBA FS REVIEW FOR BLUE SKY VISION PM21-05-0569-273-80500 Plan Review 500.00 GL NUMBER DESCRIPTION AMOUNT Paid 01/10/2022 Y 250.00 VAN BUREN TWP MI, 48111-1677 / / 0.0000 N 0.00 1849 9593 REVERE DR 01/10/2022 N 250.00 REDMOND REDMOND ENGINEERING & DESIGN 01/10/2022 21-027-001 SWBA FS REVIEW FOR TOBA SUSHI KITCHEN HOOD PM569-273-80500 Plan Review 250.00 VENDOR TOTAL: 750.00 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 31 of 73 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 01/24/2022 02:51 PM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 6/8 User: kgibson DB: Smba POST DATES 01/01/2022 – 01/24/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 01/11/2022 N 226.20 CHICAGO IL, 60680-2815 / / 0.0000 N 0.00 1859 PO BOX 802815 01/12/2022 N 226.20 RICOH RICOH 01/12/2022 5063531760 SWBA JAN 2022 CONTRACT # 5137948 569-273-95600 MPCW2201SP BASE 2022-01-01 TO 2022-03-31 210.00 569-273-95600 MPCW2201SP COLOR READ 16.20 226.20 GL NUMBER DESCRIPTION AMOUNT Paid 01/26/2022 N 72.22 CHICAGO IL, 60680-2815 / / 0.0000 N 0.00 1870 PO BOX 802815 01/24/2022 N 72.22 RICOH RICOH 01/24/2022 5063658919 SWBA JAN 2022 CONTRACT # 4470926 569-273-95600 MPC2504 BASE 2022-01-15 TO 2022-02-14 12.33 569-273-95600 MPC2504 BW READ 2.17 569-273-95600 MPC2504 COLOR READ 57.72 72.22 VENDOR TOTAL: 298.42 GL NUMBER DESCRIPTION AMOUNT Paid 01/11/2022 N 190.00 PORTAGE MI, 49002-0507 / / 0.0000 N 0.00 1855 246 E KILGORE RD 01/11/2022 N 190.00 SIEGFRIED SIEGFRIED CRANDALL PC 01/11/2022 107686 SWBA ACCOUNTING SERVICES DEC 2021 569-273-80700 Accounting / Audit Fees 190.00 VENDOR TOTAL: 190.00 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 32 of 73 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 01/24/2022 02:51 PM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 7/8 User: kgibson DB: Smba POST DATES 01/01/2022 – 01/24/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 02/01/2022 N 196.06 PHILADELPHIA PA, 19170-0001 / / 0.0000 N 0.00 1864 PO BOX 7247-0381 01/24/2022 N 196.06 SUN LIFE SUN LIFE FINANCIAL 01/24/2022 247757 SWBA LIFE INSURANCE FEB 2022 569-273-71003 Disability / Life Insurance 196.06 VENDOR TOTAL: 196.06 GL NUMBER DESCRIPTION AMOUNT Paid 01/28/2022 N 402.40 CHICAGO IL, 60677-8000 / / 0.0000 N 0.00 1858 8020 SOLUTIONS CTR 01/12/2022 N 402.40 TELNET TELNET WORLDWIDE 01/12/2022 238420 SWBA PHONE JAN 2022 569-273-85000 Telephone 402.40 VENDOR TOTAL: 402.40 GL NUMBER DESCRIPTION AMOUNT Paid 01/24/2022 N 16.34 CHICAGO IL, 60680-9488 / / 0.0000 N 0.00 1865 PO BOX 809488 01/24/2022 N 16.34 UPS UPS 01/24/2022 000076R70Y032 SWBA SHIPPING FOR PM22-02-0005 & 0006 5101 & 569-273-72800 Postage / Shipping 16.34 VENDOR TOTAL: 16.34 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 33 of 73 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 01/24/2022 02:51 PM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 8/8 User: kgibson DB: Smba POST DATES 01/01/2022 – 01/24/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 01/10/2022 Y 1,275.00 MATTAWAN MI, 49071-9746 / / 0.0000 N 0.00 1852 38159 24TH ST 01/10/2022 N 1,275.00 WWILCOX WILLIAM WILCOX 01/10/2022 2022-01-10-3 SWBA ELECTRICAL INSPECTIONS 569-273-80200 Electrical Inspector 1,700.00 569-000-26900 Garnishments Payable (425.00) 1,275.00 GL NUMBER DESCRIPTION AMOUNT Paid 01/24/2022 Y 1,312.50 MATTAWAN MI, 49071-9746 / / 0.0000 N 0.00 1868 38159 24TH ST 01/24/2022 N 1,312.50 WWILCOX WILLIAM WILCOX 01/24/2022 2022-01-24-3 SWBA ELECTRICAL INSPECTIONS 569-273-80200 Electrical Inspector 1,750.00 569-000-26900 Garnishments Payable (437.50) 1,312.50 VENDOR TOTAL: 2,587.50 TOTAL – ALL VENDORS: 43,910.90 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 34 of 73 Fund Item Amount 01/24/2022 02:52 PM Page 1 of 1 For Journal Entries with Post Dates Between 01/01/2022 and 01/24/2022 Journal Totals By Fund Report Total Payroll: 14,757.27 Net Payment: 4,905.67 Gross Payment: 6,756.90 569 Pay Codes Amount HOLIDAY 398.67 HOURLY 1,907.00 MILEAGE 10.42 OPT-OUT 167.78 PHONE 145.10 PTO 60.91 SALARY 2,215.79 Pay Code Totals: 4,905.67 Deductions Amount FITW 347.12 HSA_EE 200.00 MEDICARE_EE 92.75 PENSION_EE_PRE 57.92 PENSION_EE_ROTH 469.51 SITW 287.35 SOCSEC_EE 396.58 Deduction Totals: 1,851.23 Expenses Amount HSA_ER 7,000.00 MEDICARE_ER 92.75 PENSION_ER 255.52 PENSION_ER_MTCH 255.52 SOCSEC_ER 396.58 Expense Totals: 8,000.37 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 35 of 73 01/24/2022 02:53 PM REVENUE AND EXPENDITURE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 1/2 User: kgibson DB: Smba PERIOD ENDING 01/31/2022 % Fiscal Year Completed: 8.49 % BDGT USED AVAILABLE BALANCE ACTIVITY FOR MONTH 01/31/2022 YTD BALANCE 01/31/2022 2022 GL NUMBER DESCRIPTION AMENDED BUDGET Fund 569 – Building Authority Revenues Dept 000 – A&L, Balance Sheet Accounts 569-000-99999 Carryover 0.00 0.00 0.00 0.00 0.00 Total Dept 000 – A&L, Balance Sheet Accounts 0.00 0.00 0.00 0.00 0.00 Dept 272 – Revenue Accounts 569-272-49100 Building Permits 200,000.00 11,037.00 11,037.00 188,963.00 5.52 569-272-49200 Electrical Permits 50,000.00 1,303.00 1,303.00 48,697.00 2.61 569-272-49300 Mechanical Permits 50,000.00 2,206.00 2,206.00 47,794.00 4.41 569-272-49400 Plumbing Permits 25,000.00 1,075.00 1,075.00 23,925.00 4.30 569-272-60701 FOIA Fees 250.00 71.50 71.50 178.50 28.60 569-272-62600 Building Services to Others 0.00 0.00 0.00 0.00 0.00 569-272-62701 Building Inspections 85,000.00 5,550.00 5,550.00 79,450.00 6.53 569-272-62702 Electrical Inspections 40,000.00 1,800.00 1,800.00 38,200.00 4.50 569-272-62703 Mechanical Inspections 45,000.00 1,650.00 1,650.00 43,350.00 3.67 569-272-62704 Plumbing Inspections 35,000.00 1,850.00 1,850.00 33,150.00 5.29 569-272-63000 Plan Review 70,000.00 2,800.00 2,800.00 67,200.00 4.00 569-272-66300 Bond Forfeitures and Bond Costs 0.00 0.00 0.00 0.00 0.00 569-272-66500 Interest on Investments 1,100.00 0.00 0.00 1,100.00 0.00 569-272-67300 Gain/Loss on Sale of Assets 0.00 0.00 0.00 0.00 0.00 569-272-67500 Miscellaneous 500.00 0.00 0.00 500.00 0.00 Total Dept 272 – Revenue Accounts 601,850.00 29,342.50 29,342.50 572,507.50 4.88 TOTAL REVENUES 601,850.00 29,342.50 29,342.50 572,507.50 4.88 Expenditures Dept 273 – Building Authority Expense Activity 569-273-70200 Salaries 176,000.00 13,009.65 13,009.65 162,990.35 7.39 569-273-70203 Building Board of Appeals 0.00 0.00 0.00 0.00 0.00 569-273-70204 Board Member At Large Stipend 360.00 0.00 0.00 360.00 0.00 569-273-71002 Health Insurance 47,000.00 12,022.00 12,022.00 34,978.00 25.58 569-273-71003 Disability / Life Insurance 2,160.00 343.10 343.10 1,816.90 15.88 569-273-71004 Work Comp Insurance 2,200.00 2,145.00 2,145.00 55.00 97.50 569-273-71005 Payroll Taxes – FICA 13,464.00 996.52 996.52 12,467.48 7.40 569-273-71006 HSA 7,270.00 7,000.00 7,000.00 270.00 96.29 569-273-71009 Pension Plan 14,080.00 1,040.74 1,040.74 13,039.26 7.39 569-273-71101 In Lieu of Insurance 5,420.00 416.68 416.68 5,003.32 7.69 569-273-71102 Clothing Allowance 1,500.00 0.00 0.00 1,500.00 0.00 569-273-71103 Education / Membership Dues 3,500.00 135.00 135.00 3,365.00 3.86 569-273-72700 Supplies 4,500.00 0.00 0.00 4,500.00 0.00 569-273-72800 Postage / Shipping 2,750.00 16.34 16.34 2,733.66 0.59 569-273-72900 General Insurance 9,400.00 9,218.00 9,218.00 182.00 98.06 569-273-80100 Building Inspector 10,000.00 0.00 0.00 10,000.00 0.00 569-273-80200 Electrical Inspector 40,000.00 3,450.00 3,450.00 36,550.00 8.63 569-273-80300 Mechanical Inspector 45,000.00 3,150.00 3,150.00 41,850.00 7.00 569-273-80400 Plumbing Inspector 35,000.00 2,750.00 2,750.00 32,250.00 7.86 569-273-80500 Plan Review 70,000.00 2,575.00 2,575.00 67,425.00 3.68 569-273-80600 Consultants 0.00 0.00 0.00 0.00 0.00 569-273-80700 Accounting / Audit Fees 10,500.00 190.00 190.00 10,310.00 1.81 569-273-80800 Legal Fees 5,000.00 0.00 0.00 5,000.00 0.00 569-273-80900 IT / Infrastructure 22,500.00 3,490.00 3,490.00 19,010.00 15.51 569-273-80901 IT / Software 14,000.00 1,983.00 1,983.00 12,017.00 14.16 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 36 of 73 01/24/2022 02:53 PM REVENUE AND EXPENDITURE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 2/2 User: kgibson DB: Smba PERIOD ENDING 01/31/2022 % Fiscal Year Completed: 8.49 % BDGT USED AVAILABLE BALANCE ACTIVITY FOR MONTH 01/31/2022 YTD BALANCE 01/31/2022 2022 GL NUMBER DESCRIPTION AMENDED BUDGET Fund 569 – Building Authority Expenditures 569-273-80902 IT / Support 500.00 185.00 185.00 315.00 37.00 569-273-85000 Telephone 4,260.00 552.40 552.40 3,707.60 12.97 569-273-86000 Vehicle Gas / Maintenance 3,000.00 0.00 0.00 3,000.00 0.00 569-273-86100 Mileage 500.00 10.42 10.42 489.58 2.08 569-273-94000 Facility Rent 22,000.00 22,000.00 22,000.00 0.00 100.00 569-273-95500 Miscellaneous 0.00 0.00 0.00 0.00 0.00 569-273-95600 Equipment / Maintenance 2,000.00 298.42 298.42 1,701.58 14.92 569-273-96401 Refund of Overpayment 0.00 0.00 0.00 0.00 0.00 569-273-96500 Bank Service Charges 660.00 0.00 0.00 660.00 0.00 569-273-96800 Depreciation Expense 0.00 0.00 0.00 0.00 0.00 569-273-97100 Capital Outlay 4,450.00 0.00 0.00 4,450.00 0.00 569-273-97200 Capital Outlay – Vehicle 0.00 0.00 0.00 0.00 0.00 569-273-99300 Interest/Penalty IRS/State Withholdings 0.00 0.00 0.00 0.00 0.00 Total Dept 273 – Building Authority Expense Activity 578,974.00 86,977.27 86,977.27 491,996.73 15.02 TOTAL EXPENDITURES 578,974.00 86,977.27 86,977.27 491,996.73 15.02 NET OF REVENUES & EXPENDITURES 22,876.00 (57,634.77) (57,634.77) 80,510.77 251.94 TOTAL EXPENDITURES 578,974.00 86,977.27 86,977.27 491,996.73 15.02 TOTAL REVENUES 601,850.00 29,342.50 29,342.50 572,507.50 4.88 Fund 569 – Building Authority: NET OF REVENUES & EXPENDITURES 22,876.00 (57,634.77) (57,634.77) 80,510.77 251.94 TOTAL EXPENDITURES – ALL FUNDS 578,974.00 86,977.27 86,977.27 491,996.73 15.02 TOTAL REVENUES – ALL FUNDS 601,850.00 29,342.50 29,342.50 572,507.50 4.88 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 37 of 73 SOUTHWEST MICHIGAN BUILDING AUTHORITY BANK BALANCE REPORT Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2021 $503,222.53 $523,735.52 $538,097.75 $534,031.68 $547,884.78 $585,009.74 $582,810.88 $605,716.44 $651,192.93 $663,095.00 $660,676.17 $656,042.63 2022 $626,707.80 $0.00 $100,000.00 $200,000.00 $300,000.00 $400,000.00 $500,000.00 $600,000.00 $700,000.00 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Bank Account Balance by Month 2021 2022 Printed 1/24/2022 at 2:48 PM I:\Board Meetings\01 TEMPLATES\Revenue & Inspections Report 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 38 of 73 x Amendment Adjustment GL # Description Type Current Budget YTD Balance Amended Budget Amendment Amount 569-272-60701 FOIA Fees Revenue $ 250.00 $ 71.50 $ 500.00 $ 250.00 $ – $ – $ – $ – $ – $ – 569-273-71002 Health Insurance Expenditure $ 47,000.00 $ 12,022.00 $ 51,000.00 $ 4,000.00 $ – $ – $ – $ – $ – $ – $ – $ – $ – GL # Description Type 1/24/2022 Budget Amendment / Adjustment Request Form Southwest Michigan Building Authority Request Type: Requested By: Kyle Gibson, Office Manager Budget Amendment Request Revenues ( $250.00 ) DR Amount CR Amount Expenditures ( $4,000.00 ) 569-273-71002: Rates increased more than originally anticipated, for a monthly average total of $4,222 upon which the amended budget is based. Budget Adjustment Request Totals $ – $ – Describe Reason for Request: I:\Board Meetings\2022\2022-01-27\05d JAN 2022 Budget Adjustment or Amendment Request Form 1 of 1 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 39 of 73 Page 1 of 1 Southwest Michigan Building Authority Board of Directors Meeting Agenda Item Request / Cover Sheet For Meeting Date 1/27/2022 Subject 2022 Inspector Contracts Submitted By Kyle Gibson, Office Manager Assigned Item # 07a Is board action required? ☑ Yes ☐ No Background Information / Request: The term of the 2021 contracts with MP Services LLC (Terry Thatcher), GaryAire LLC (Gary Heckman), William Wilcox, and Adam Dahlgren ended on December 31, 2021. For the board’s approval are renewal contracts for 2022, which have been re-written and reviewed by Attorney Porter to better reflect the duties and terms of the Authority’s agreement with the inspectors. Implications / Financial Impact: N/A List / Describe Any Supporting Documents: 2022 Contracted Inspector Agreements Suggested Motion: A motion to enter into the Agreements as presented; to authorize Board Secretary Kyle Gibson and Building Official Garrett Reitenour to sign the 2022 Contracted Inspector Agreements on behalf of the Authority. 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 40 of 73 DRAFT FOR BOARD APPROVAL NOT FOR SIGNATURE Page 1 of 6 INDEPENDENT CONTRACTED INSPECTOR AGREEMENT This Agreement is made by and between the Southwest Michigan Building Authority (hereafter “SMBA” or “Authority”), whose principal business address is 7275 W Main St., Kalamazoo, MI 49009, and ADAM J DAHLGREN (hereafter “Inspector”), whose principal business address is 21670 SHIAWASSEE RD, CASSOPOLIS MI 49031, and are collectively, the “Parties”. The Parties agree under the following terms and conditions. RELATIONSHIP The Authority contracts with the Inspector as an independent contractor. The terms of the Agreement shall not be construed to imply the creation or existence of an employee-employer relationship. TERM AND SEPARATION The Term of this Agreement is defined for a period of one (1) year, beginning on January 1, 2022, and ending on December 31, 2022, unless otherwise terminated pursuant to the terms of this Agreement. The Inspector serves at the pleasure of the SMBA Board of Directors (hereafter, “Board”), and the Agreement may be terminated at any time with or without cause prior to or during the term of the Agreement as defined herein. Should the Authority terminate the Agreement without cause, the Authority shall provide at least thirty (30) days’ notice to the Inspector in writing. Should the Authority terminate the Agreement with cause, which includes but is not limited to misfeasance, malfeasance, and nonfeasance, such termination shall be effective on the date written notice of termination is delivered to the Inspector. Should the Inspector voluntarily terminate the Agreement with the Authority, the Inspector shall provide thirty (30) days’ advance notice in writing of the intent to terminate the Agreement. The Inspector shall continue to perform all duties set forth in this Agreement until the effective date of termination of the Agreement. Under no circumstances shall the Inspector be entitled to any additional compensation outside of the terms of this Agreement. HOLDOVER CLAUSE In the event that the Board fails to renew this Agreement for a subsequent term at the end of the Term of this Agreement, the provisions of this Agreement shall continue in full effect on a month-to-month basis until a new agreement is made between the Parties, provided that: (1) The Board has not provided notice of termination to the Inspector as required by the Agreement; (2) The Inspector remains in full 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 41 of 73 DRAFT FOR BOARD APPROVAL NOT FOR SIGNATURE Page 2 of 6 compliance with the Agreement; and (3) Continues to perform their duties in a satisfactory manner. The purpose of this clause is to ensure that the Authority’s ability to serve its participating local units is not interrupted, and does not negate the Authority’s desire to limit the Agreement to the prescribed Term to the fullest extent possible. POSITION AND DUTIES The Inspector shall cooperate with the Authority under the supervision of the Building Official. The Inspector shall, to the best of their ability and within the terms of this Agreement, perform inspections, review plans, make reports, and provide technical assistance to the Authority. The Inspector shall keep and supply accurate accountings to the Authority of inspections performed, the results of said inspections, and any violations discovered during the course of the inspections. The Inspector shall appear in court or at SMBA meetings at the request of the Authority if deemed necessary to protect the health, safety, and welfare of the public, for which the Inspector shall be compensated at an hourly rate as defined in this Agreement. The Inspector shall maintain a valid cell phone number where the Authority or members of the public can reach the Inspector during the official business hours held by the Authority on the days when the Inspector is scheduled to provide services to the Authority. The Inspector may elect to hold offices hours at the Authority’s place of business as needed at the Inspector’s discretion. The Authority shall provide the Inspector with means to access the Authority’s computer network and systems for the purposes of receiving inspection assignments, performing technical research relating to inspections or plan reviews assigned by the Authority, recording inspection results and any violations found during a given inspection. All inspections and plan reviews performed by Inspector under the terms of this Agreement shall conform to the currently adopted building codes as set forth by the State of Michigan, as well as all applicable local laws and ordinances. LICENSE At all times and with no exception, Inspector shall possess a valid license to perform the duties as described herein and be registered as required by State law, and shall also maintain compliance with all other Federal, State, and local laws and ordinances as applicable and required to carry out the business of the Authority under 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 42 of 73 DRAFT FOR BOARD APPROVAL NOT FOR SIGNATURE Page 3 of 6 this Agreement. If at any time the Inspector no longer possess a valid license or registration to perform the duties assigned by the Authority under the terms of this Agreement, they shall immediately notify the Building Official and cease all operations under this Agreement. If the matter is not resolved within a reasonable period of time, the failure of the Inspector to possess a valid license or registration shall be cause for termination of this Agreement, subject to the terms outlined herein. FEES In consideration of services to be rendered by Inspector to the Authority, the Parties agree to the follow schedule of compensation: – $50 per inspection performed at the direction of the Authority and under the terms of this Agreement. The Inspector must enter the results of all inspections as directed by the Authority in order to receive compensation. The Inspector shall not receive compensation for inspections which were scheduled, but not performed. If an inspection is canceled after the Inspector has already attempted to perform the Inspection and was locked out, refused entry, or similar, the Inspector shall be entitled to compensation. – $50 per hour spent performing plan review at the direction of the Authority and under the terms of this Agreement. – $50 per hour for attendance at SMBA meetings or court appearances as required under the terms of this Agreement. – $50 per hour for consultations requested by the Authority in writing. The Inspector shall submit an invoice to the Authority on a bi-weekly basis detailing the date of inspection, address of inspection, type of inspection performed, and result of inspection. The inspector shall submit separate invoice(s) for plan review, meeting attendance, consultations, or other claims for compensation under the terms of this Agreement. PAYMENT OF FEES The Authority shall remit payment for invoices received from the Inspector on a bi-weekly basis. Payments made by the Authority to the Inspector under the terms of this Agreement shall be made in the form of a check issued to the Inspector. The Inspector may elect to have such payments mailed to the address listed on IRS Form W9, or to pick up the check from the Authority’s office. The Inspector shall provide to the Authority a completed IRS Form W9 prior to the start of the term of this Agreement as defined herein. The Inspector shall ensure that a complete and accurate IRS Form W9 is provided to the Authority any time the information contained in that Form changes. 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 43 of 73 DRAFT FOR BOARD APPROVAL NOT FOR SIGNATURE Page 4 of 6 The Inspector is responsible for maintaining accurate contact information on file with the Authority. The Authority is not responsible for processing delays caused by the provision of incomplete or inaccurate information to the Authority by the Inspector. BENEFITS, TAXES, BUSINESS EXPENSES The Parties agree that the Inspector is engaged in the Inspector’s own independently established business. The Authority is not responsible for and will not withhold or pay payroll or employment taxes of any kind. Because the Inspector is an independent business and not an employee of SMBA, the Inspector is not eligible for any benefits offered to the employees of the Authority. The Inspector shall be personally responsible for all ordinary and necessary business expenses incurred while performing services to the Authority under the terms of this Agreement. Such expenses may for example include mileage, office supplies, personal protective equipment, postage, etc. The Authority shall not be liable to the Inspector for any expenses paid or incurred by the Inspector unless otherwise agreed to in writing by the Board. INSURANCE The Inspector shall provide to the Authority proof of liability insurance with a minimum of one million dollars ($1,000,000) in coverage. The Inspector shall provide to the Authority proof of auto personal injury / property protection coverage with minimum amounts of five hundred thousand dollars ($500,000) / five hundred thousand dollars ($500,000). The Inspector shall comply with all applicable Worker’s compensation law. Proof of Worker’s Compensation insurance shall be provided to the Authority, except when the Inspector operates as a sole proprietorship and provides satisfactory documentation of such to the Authority, or when the Inspector operates as a limited liability company and provides a form WC-337 from the Worker’s Compensation Agency, evidencing its exclusion from Worker’s Compensation coverage. INDEMNIFICATION The Inspector agrees to indemnify and hold the Authority and its Board of Directors, members, employees, or agents harmless from any and all suits, claims, damages, costs, and expenses of every kind and nature which may or might be asserted against the Authority and its Board of Directors, members, employees, or agents by another or others resulting directly or indirectly from the acts or omissions by the Inspector. RETURN OF MATERIALS 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 44 of 73 DRAFT FOR BOARD APPROVAL NOT FOR SIGNATURE Page 5 of 6 The Inspector acknowledges that all equipment, files, records, lists, books, computer printouts, software, manuals, financial information and all other documents relating to the Authority will be returned to SMBA upon termination of the contract. LAWS OF MICHIGAN This Agreement shall be governed by the laws of the State of Michigan. Any action brought to enforce the terms of the Agreement or to remedy violations of the Agreement be brought in Kalamazoo County, and the Parties submit themselves to that jurisdiction. ENTIRE AGREEMENT This is the entire agreement of the parties, and no other representations, promises, or agreements, oral or otherwise, shall be of any force or effect. The terms of this Agreement may only be altered in writing, signed by authorized representatives of the Inspector and the Authority upon approval of the SMBA Board of Directors. [Signature Page Follows] 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 45 of 73 DRAFT FOR BOARD APPROVAL NOT FOR SIGNATURE Page 6 of 6 IN WITNESS WHEREOF, the Parties have executed this agreement on the latter of the signatory dates below. SOUTHWEST MICHIGAN BUILDING AUTHORITY By: _____________________________ ____________________ KYLE GIBSON Date of Signing Its: BOARD SECRETARY AND By: _____________________________ ____________________ GARRETT REITENOUR Date of Signing Its: BUILDING OFFICIAL INSPECTOR By: _____________________________ ____________________ ADAM J DAHLGREN Date of Signing Its: SOLE PROPRIETOR 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 46 of 73 DRAFT FOR BOARD APPROVAL NOT FOR SIGNATURE Page 1 of 6 INDEPENDENT CONTRACTED INSPECTOR AGREEMENT This Agreement is made by and between the Southwest Michigan Building Authority (hereafter “SMBA” or “Authority”), whose principal business address is 7275 W Main St., Kalamazoo, MI 49009, and GARYAIRE, LLC (hereafter “Inspector”), whose principal business address is 6323 WINDDRIFT AVE, KALAMAZOO MI 49009, and are collectively, the “Parties”. The Parties agree under the following terms and conditions. RELATIONSHIP The Authority contracts with the Inspector as an independent contractor. The terms of the Agreement shall not be construed to imply the creation or existence of an employee-employer relationship. TERM AND SEPARATION The Term of this Agreement is defined for a period of one (1) year, beginning on January 1, 2022, and ending on December 31, 2022, unless otherwise terminated pursuant to the terms of this Agreement. The Inspector serves at the pleasure of the SMBA Board of Directors (hereafter, “Board”), and the Agreement may be terminated at any time with or without cause prior to or during the term of the Agreement as defined herein. Should the Authority terminate the Agreement without cause, the Authority shall provide at least thirty (30) days’ notice to the Inspector in writing. Should the Authority terminate the Agreement with cause, which includes but is not limited to misfeasance, malfeasance, and nonfeasance, such termination shall be effective on the date written notice of termination is delivered to the Inspector. Should the Inspector voluntarily terminate the Agreement with the Authority, the Inspector shall provide thirty (30) days’ advance notice in writing of the intent to terminate the Agreement. The Inspector shall continue to perform all duties set forth in this Agreement until the effective date of termination of the Agreement. Under no circumstances shall the Inspector be entitled to any additional compensation outside of the terms of this Agreement. HOLDOVER CLAUSE In the event that the Board fails to renew this Agreement for a subsequent term at the end of the Term of this Agreement, the provisions of this Agreement shall continue in full effect on a month-to-month basis until a new agreement is made between the Parties, provided that: (1) The Board has not provided notice of termination to the Inspector as required by the Agreement; (2) The Inspector remains in full 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 47 of 73 DRAFT FOR BOARD APPROVAL NOT FOR SIGNATURE Page 2 of 6 compliance with the Agreement; and (3) Continues to perform their duties in a satisfactory manner. The purpose of this clause is to ensure that the Authority’s ability to serve its participating local units is not interrupted, and does not negate the Authority’s desire to limit the Agreement to the prescribed Term to the fullest extent possible. POSITION AND DUTIES The Inspector shall cooperate with the Authority under the supervision of the Building Official. The Inspector shall, to the best of their ability and within the terms of this Agreement, perform inspections, review plans, make reports, and provide technical assistance to the Authority. The Inspector shall keep and supply accurate accountings to the Authority of inspections performed, the results of said inspections, and any violations discovered during the course of the inspections. The Inspector shall appear in court or at SMBA meetings at the request of the Authority if deemed necessary to protect the health, safety, and welfare of the public, for which the Inspector shall be compensated at an hourly rate as defined in this Agreement. The Inspector shall maintain a valid cell phone number where the Authority or members of the public can reach the Inspector during the official business hours held by the Authority on the days when the Inspector is scheduled to provide services to the Authority. The Inspector may elect to hold offices hours at the Authority’s place of business as needed at the Inspector’s discretion. The Authority shall provide the Inspector with means to access the Authority’s computer network and systems for the purposes of receiving inspection assignments, performing technical research relating to inspections or plan reviews assigned by the Authority, recording inspection results and any violations found during a given inspection. All inspections and plan reviews performed by Inspector under the terms of this Agreement shall conform to the currently adopted building codes as set forth by the State of Michigan, as well as all applicable local laws and ordinances. LICENSE At all times and with no exception, Inspector shall possess a valid license to perform the duties as described herein and be registered as required by State law, and shall also maintain compliance with all other Federal, State, and local laws and ordinances as applicable and required to carry out the business of the Authority under 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 48 of 73 DRAFT FOR BOARD APPROVAL NOT FOR SIGNATURE Page 3 of 6 this Agreement. If at any time the Inspector no longer possess a valid license or registration to perform the duties assigned by the Authority under the terms of this Agreement, they shall immediately notify the Building Official and cease all operations under this Agreement. If the matter is not resolved within a reasonable period of time, the failure of the Inspector to possess a valid license or registration shall be cause for termination of this Agreement, subject to the terms outlined herein. FEES In consideration of services to be rendered by Inspector to the Authority, the Parties agree to the follow schedule of compensation: – $50 per inspection performed at the direction of the Authority and under the terms of this Agreement. The Inspector must enter the results of all inspections as directed by the Authority in order to receive compensation. The Inspector shall not receive compensation for inspections which were scheduled, but not performed. If an inspection is canceled after the Inspector has already attempted to perform the Inspection and was locked out, refused entry, or similar, the Inspector shall be entitled to compensation. – $50 per hour spent performing plan review at the direction of the Authority and under the terms of this Agreement. – $50 per hour for attendance at SMBA meetings or court appearances as required under the terms of this Agreement. – $50 per hour for consultations requested by the Authority in writing. The Inspector shall submit an invoice to the Authority on a bi-weekly basis detailing the date of inspection, address of inspection, type of inspection performed, and result of inspection. The inspector shall submit separate invoice(s) for plan review, meeting attendance, consultations, or other claims for compensation under the terms of this Agreement. PAYMENT OF FEES The Authority shall remit payment for invoices received from the Inspector on a bi-weekly basis. Payments made by the Authority to the Inspector under the terms of this Agreement shall be made in the form of a check issued to the Inspector. The Inspector may elect to have such payments mailed to the address listed on IRS Form W9, or to pick up the check from the Authority’s office. The Inspector shall provide to the Authority a completed IRS Form W9 prior to the start of the term of this Agreement as defined herein. The Inspector shall ensure that a complete and accurate IRS Form W9 is provided to the Authority any time the information contained in that Form changes. 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 49 of 73 DRAFT FOR BOARD APPROVAL NOT FOR SIGNATURE Page 4 of 6 The Inspector is responsible for maintaining accurate contact information on file with the Authority. The Authority is not responsible for processing delays caused by the provision of incomplete or inaccurate information to the Authority by the Inspector. BENEFITS, TAXES, BUSINESS EXPENSES The Parties agree that the Inspector is engaged in the Inspector’s own independently established business. The Authority is not responsible for and will not withhold or pay payroll or employment taxes of any kind. Because the Inspector is an independent business and not an employee of SMBA, the Inspector is not eligible for any benefits offered to the employees of the Authority. The Inspector shall be personally responsible for all ordinary and necessary business expenses incurred while performing services to the Authority under the terms of this Agreement. Such expenses may for example include mileage, office supplies, personal protective equipment, postage, etc. The Authority shall not be liable to the Inspector for any expenses paid or incurred by the Inspector unless otherwise agreed to in writing by the Board. INSURANCE The Inspector shall provide to the Authority proof of liability insurance with a minimum of one million dollars ($1,000,000) in coverage. The Inspector shall provide to the Authority proof of auto personal injury / property protection coverage with minimum amounts of five hundred thousand dollars ($500,000) / five hundred thousand dollars ($500,000). The Inspector shall comply with all applicable Worker’s compensation law. Proof of Worker’s Compensation insurance shall be provided to the Authority, except when the Inspector operates as a sole proprietorship and provides satisfactory documentation of such to the Authority, or when the Inspector operates as a limited liability company and provides a form WC-337 from the Worker’s Compensation Agency, evidencing its exclusion from Worker’s Compensation coverage. INDEMNIFICATION The Inspector agrees to indemnify and hold the Authority and its Board of Directors, members, employees, or agents harmless from any and all suits, claims, damages, costs, and expenses of every kind and nature which may or might be asserted against the Authority and its Board of Directors, members, employees, or agents by another or others resulting directly or indirectly from the acts or omissions by the Inspector. RETURN OF MATERIALS 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 50 of 73 DRAFT FOR BOARD APPROVAL NOT FOR SIGNATURE Page 5 of 6 The Inspector acknowledges that all equipment, files, records, lists, books, computer printouts, software, manuals, financial information and all other documents relating to the Authority will be returned to SMBA upon termination of the contract. LAWS OF MICHIGAN This Agreement shall be governed by the laws of the State of Michigan. Any action brought to enforce the terms of the Agreement or to remedy violations of the Agreement be brought in Kalamazoo County, and the Parties submit themselves to that jurisdiction. ENTIRE AGREEMENT This is the entire agreement of the parties, and no other representations, promises, or agreements, oral or otherwise, shall be of any force or effect. The terms of this Agreement may only be altered in writing, signed by authorized representatives of the Inspector and the Authority upon approval of the SMBA Board of Directors. [Signature Page Follows] 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 51 of 73 DRAFT FOR BOARD APPROVAL NOT FOR SIGNATURE Page 6 of 6 IN WITNESS WHEREOF, the Parties have executed this agreement on the latter of the signatory dates below. SOUTHWEST MICHIGAN BUILDING AUTHORITY By: _____________________________ ____________________ KYLE GIBSON Date of Signing Its: BOARD SECRETARY AND By: _____________________________ ____________________ GARRETT REITENOUR Date of Signing Its: BUILDING OFFICIAL INSPECTOR By: _____________________________ ____________________ GARY HECKMAN Date of Signing Its: OWNER 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 52 of 73 DRAFT FOR BOARD APPROVAL NOT FOR SIGNATURE Page 1 of 6 INDEPENDENT CONTRACTED INSPECTOR AGREEMENT This Agreement is made by and between the Southwest Michigan Building Authority (hereafter “SMBA” or “Authority”), whose principal business address is 7275 W Main St., Kalamazoo, MI 49009, and MP SERVICES, LLC (hereafter “Inspector”), whose principal business address is 426 SARAH LN, COLDWATER MI 49036, and are collectively, the “Parties”. The Parties agree under the following terms and conditions. RELATIONSHIP The Authority contracts with the Inspector as an independent contractor. The terms of the Agreement shall not be construed to imply the creation or existence of an employee-employer relationship. TERM AND SEPARATION The Term of this Agreement is defined for a period of one (1) year, beginning on January 1, 2022, and ending on December 31, 2022, unless otherwise terminated pursuant to the terms of this Agreement. The Inspector serves at the pleasure of the SMBA Board of Directors (hereafter, “Board”), and the Agreement may be terminated at any time with or without cause prior to or during the term of the Agreement as defined herein. Should the Authority terminate the Agreement without cause, the Authority shall provide at least thirty (30) days’ notice to the Inspector in writing. Should the Authority terminate the Agreement with cause, which includes but is not limited to misfeasance, malfeasance, and nonfeasance, such termination shall be effective on the date written notice of termination is delivered to the Inspector. Should the Inspector voluntarily terminate the Agreement with the Authority, the Inspector shall provide thirty (30) days’ advance notice in writing of the intent to terminate the Agreement. The Inspector shall continue to perform all duties set forth in this Agreement until the effective date of termination of the Agreement. Under no circumstances shall the Inspector be entitled to any additional compensation outside of the terms of this Agreement. HOLDOVER CLAUSE In the event that the Board fails to renew this Agreement for a subsequent term at the end of the Term of this Agreement, the provisions of this Agreement shall continue in full effect on a month-to-month basis until a new agreement is made between the Parties, provided that: (1) The Board has not provided notice of termination to the Inspector as required by the Agreement; (2) The Inspector remains in full 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 53 of 73 DRAFT FOR BOARD APPROVAL NOT FOR SIGNATURE Page 2 of 6 compliance with the Agreement; and (3) Continues to perform their duties in a satisfactory manner. The purpose of this clause is to ensure that the Authority’s ability to serve its participating local units is not interrupted, and does not negate the Authority’s desire to limit the Agreement to the prescribed Term to the fullest extent possible. POSITION AND DUTIES The Inspector shall cooperate with the Authority under the supervision of the Building Official. The Inspector shall, to the best of their ability and within the terms of this Agreement, perform inspections, review plans, make reports, and provide technical assistance to the Authority. The Inspector shall keep and supply accurate accountings to the Authority of inspections performed, the results of said inspections, and any violations discovered during the course of the inspections. The Inspector shall appear in court or at SMBA meetings at the request of the Authority if deemed necessary to protect the health, safety, and welfare of the public, for which the Inspector shall be compensated at an hourly rate as defined in this Agreement. The Inspector shall maintain a valid cell phone number where the Authority or members of the public can reach the Inspector during the official business hours held by the Authority on the days when the Inspector is scheduled to provide services to the Authority. The Inspector may elect to hold offices hours at the Authority’s place of business as needed at the Inspector’s discretion. The Authority shall provide the Inspector with means to access the Authority’s computer network and systems for the purposes of receiving inspection assignments, performing technical research relating to inspections or plan reviews assigned by the Authority, recording inspection results and any violations found during a given inspection. All inspections and plan reviews performed by Inspector under the terms of this Agreement shall conform to the currently adopted building codes as set forth by the State of Michigan, as well as all applicable local laws and ordinances. LICENSE At all times and with no exception, Inspector shall possess a valid license to perform the duties as described herein and be registered as required by State law, and shall also maintain compliance with all other Federal, State, and local laws and ordinances as applicable and required to carry out the business of the Authority under 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 54 of 73 DRAFT FOR BOARD APPROVAL NOT FOR SIGNATURE Page 3 of 6 this Agreement. If at any time the Inspector no longer possess a valid license or registration to perform the duties assigned by the Authority under the terms of this Agreement, they shall immediately notify the Building Official and cease all operations under this Agreement. If the matter is not resolved within a reasonable period of time, the failure of the Inspector to possess a valid license or registration shall be cause for termination of this Agreement, subject to the terms outlined herein. FEES In consideration of services to be rendered by Inspector to the Authority, the Parties agree to the follow schedule of compensation: – $50 per inspection performed at the direction of the Authority and under the terms of this Agreement. The Inspector must enter the results of all inspections as directed by the Authority in order to receive compensation. The Inspector shall not receive compensation for inspections which were scheduled, but not performed. If an inspection is canceled after the Inspector has already attempted to perform the Inspection and was locked out, refused entry, or similar, the Inspector shall be entitled to compensation. – $50 per hour spent performing plan review at the direction of the Authority and under the terms of this Agreement. – $50 per hour for attendance at SMBA meetings or court appearances as required under the terms of this Agreement. – $50 per hour for consultations requested by the Authority in writing. The Inspector shall submit an invoice to the Authority on a bi-weekly basis detailing the date of inspection, address of inspection, type of inspection performed, and result of inspection. The inspector shall submit separate invoice(s) for plan review, meeting attendance, consultations, or other claims for compensation under the terms of this Agreement. PAYMENT OF FEES The Authority shall remit payment for invoices received from the Inspector on a bi-weekly basis. Payments made by the Authority to the Inspector under the terms of this Agreement shall be made in the form of a check issued to the Inspector. The Inspector may elect to have such payments mailed to the address listed on IRS Form W9, or to pick up the check from the Authority’s office. The Inspector shall provide to the Authority a completed IRS Form W9 prior to the start of the term of this Agreement as defined herein. The Inspector shall ensure that a complete and accurate IRS Form W9 is provided to the Authority any time the information contained in that Form changes. 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 55 of 73 DRAFT FOR BOARD APPROVAL NOT FOR SIGNATURE Page 4 of 6 The Inspector is responsible for maintaining accurate contact information on file with the Authority. The Authority is not responsible for processing delays caused by the provision of incomplete or inaccurate information to the Authority by the Inspector. BENEFITS, TAXES, BUSINESS EXPENSES The Parties agree that the Inspector is engaged in the Inspector’s own independently established business. The Authority is not responsible for and will not withhold or pay payroll or employment taxes of any kind. Because the Inspector is an independent business and not an employee of SMBA, the Inspector is not eligible for any benefits offered to the employees of the Authority. The Inspector shall be personally responsible for all ordinary and necessary business expenses incurred while performing services to the Authority under the terms of this Agreement. Such expenses may for example include mileage, office supplies, personal protective equipment, postage, etc. The Authority shall not be liable to the Inspector for any expenses paid or incurred by the Inspector unless otherwise agreed to in writing by the Board. INSURANCE The Inspector shall provide to the Authority proof of liability insurance with a minimum of one million dollars ($1,000,000) in coverage. The Inspector shall provide to the Authority proof of auto personal injury / property protection coverage with minimum amounts of five hundred thousand dollars ($500,000) / five hundred thousand dollars ($500,000). The Inspector shall comply with all applicable Worker’s compensation law. Proof of Worker’s Compensation insurance shall be provided to the Authority, except when the Inspector operates as a sole proprietorship and provides satisfactory documentation of such to the Authority, or when the Inspector operates as a limited liability company and provides a form WC-337 from the Worker’s Compensation Agency, evidencing its exclusion from Worker’s Compensation coverage. INDEMNIFICATION The Inspector agrees to indemnify and hold the Authority and its Board of Directors, members, employees, or agents harmless from any and all suits, claims, damages, costs, and expenses of every kind and nature which may or might be asserted against the Authority and its Board of Directors, members, employees, or agents by another or others resulting directly or indirectly from the acts or omissions by the Inspector. RETURN OF MATERIALS 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 56 of 73 DRAFT FOR BOARD APPROVAL NOT FOR SIGNATURE Page 5 of 6 The Inspector acknowledges that all equipment, files, records, lists, books, computer printouts, software, manuals, financial information and all other documents relating to the Authority will be returned to SMBA upon termination of the contract. LAWS OF MICHIGAN This Agreement shall be governed by the laws of the State of Michigan. Any action brought to enforce the terms of the Agreement or to remedy violations of the Agreement be brought in Kalamazoo County, and the Parties submit themselves to that jurisdiction. ENTIRE AGREEMENT This is the entire agreement of the parties, and no other representations, promises, or agreements, oral or otherwise, shall be of any force or effect. The terms of this Agreement may only be altered in writing, signed by authorized representatives of the Inspector and the Authority upon approval of the SMBA Board of Directors. [Signature Page Follows] 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 57 of 73 DRAFT FOR BOARD APPROVAL NOT FOR SIGNATURE Page 6 of 6 IN WITNESS WHEREOF, the Parties have executed this agreement on the latter of the signatory dates below. SOUTHWEST MICHIGAN BUILDING AUTHORITY By: _____________________________ ____________________ KYLE GIBSON Date of Signing Its: BOARD SECRETARY AND By: _____________________________ ____________________ GARRETT REITENOUR Date of Signing Its: BUILDING OFFICIAL INSPECTOR By: _____________________________ ____________________ TERRY L THATCHER Date of Signing Its: MANAGER 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 58 of 73 DRAFT FOR BOARD APPROVAL NOT FOR SIGNATURE Page 1 of 6 INDEPENDENT CONTRACTED INSPECTOR AGREEMENT This Agreement is made by and between the Southwest Michigan Building Authority (hereafter “SMBA” or “Authority”), whose principal business address is 7275 W Main St., Kalamazoo, MI 49009, and WILLIAM A WILCOX (hereafter “Inspector”), whose principal business address is 38159 24TH ST, MATTAWAN MI 49071, and are collectively, the “Parties”. The Parties agree under the following terms and conditions. RELATIONSHIP The Authority contracts with the Inspector as an independent contractor. The terms of the Agreement shall not be construed to imply the creation or existence of an employee-employer relationship. TERM AND SEPARATION The Term of this Agreement is defined for a period of one (1) year, beginning on January 1, 2022, and ending on December 31, 2022, unless otherwise terminated pursuant to the terms of this Agreement. The Inspector serves at the pleasure of the SMBA Board of Directors (hereafter, “Board”), and the Agreement may be terminated at any time with or without cause prior to or during the term of the Agreement as defined herein. Should the Authority terminate the Agreement without cause, the Authority shall provide at least thirty (30) days’ notice to the Inspector in writing. Should the Authority terminate the Agreement with cause, which includes but is not limited to misfeasance, malfeasance, and nonfeasance, such termination shall be effective on the date written notice of termination is delivered to the Inspector. Should the Inspector voluntarily terminate the Agreement with the Authority, the Inspector shall provide thirty (30) days’ advance notice in writing of the intent to terminate the Agreement. The Inspector shall continue to perform all duties set forth in this Agreement until the effective date of termination of the Agreement. Under no circumstances shall the Inspector be entitled to any additional compensation outside of the terms of this Agreement. HOLDOVER CLAUSE In the event that the Board fails to renew this Agreement for a subsequent term at the end of the Term of this Agreement, the provisions of this Agreement shall continue in full effect on a month-to-month basis until a new agreement is made between the Parties, provided that: (1) The Board has not provided notice of termination to the Inspector as required by the Agreement; (2) The Inspector remains in full 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 59 of 73 DRAFT FOR BOARD APPROVAL NOT FOR SIGNATURE Page 2 of 6 compliance with the Agreement; and (3) Continues to perform their duties in a satisfactory manner. The purpose of this clause is to ensure that the Authority’s ability to serve its participating local units is not interrupted, and does not negate the Authority’s desire to limit the Agreement to the prescribed Term to the fullest extent possible. POSITION AND DUTIES The Inspector shall cooperate with the Authority under the supervision of the Building Official. The Inspector shall, to the best of their ability and within the terms of this Agreement, perform inspections, review plans, make reports, and provide technical assistance to the Authority. The Inspector shall keep and supply accurate accountings to the Authority of inspections performed, the results of said inspections, and any violations discovered during the course of the inspections. The Inspector shall appear in court or at SMBA meetings at the request of the Authority if deemed necessary to protect the health, safety, and welfare of the public, for which the Inspector shall be compensated at an hourly rate as defined in this Agreement. The Inspector shall maintain a valid cell phone number where the Authority or members of the public can reach the Inspector during the official business hours held by the Authority on the days when the Inspector is scheduled to provide services to the Authority. The Inspector may elect to hold offices hours at the Authority’s place of business as needed at the Inspector’s discretion. The Authority shall provide the Inspector with means to access the Authority’s computer network and systems for the purposes of receiving inspection assignments, performing technical research relating to inspections or plan reviews assigned by the Authority, recording inspection results and any violations found during a given inspection. All inspections and plan reviews performed by Inspector under the terms of this Agreement shall conform to the currently adopted building codes as set forth by the State of Michigan, as well as all applicable local laws and ordinances. LICENSE At all times and with no exception, Inspector shall possess a valid license to perform the duties as described herein and be registered as required by State law, and shall also maintain compliance with all other Federal, State, and local laws and ordinances as applicable and required to carry out the business of the Authority under 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 60 of 73 DRAFT FOR BOARD APPROVAL NOT FOR SIGNATURE Page 3 of 6 this Agreement. If at any time the Inspector no longer possess a valid license or registration to perform the duties assigned by the Authority under the terms of this Agreement, they shall immediately notify the Building Official and cease all operations under this Agreement. If the matter is not resolved within a reasonable period of time, the failure of the Inspector to possess a valid license or registration shall be cause for termination of this Agreement, subject to the terms outlined herein. FEES In consideration of services to be rendered by Inspector to the Authority, the Parties agree to the follow schedule of compensation: – $50 per inspection performed at the direction of the Authority and under the terms of this Agreement. The Inspector must enter the results of all inspections as directed by the Authority in order to receive compensation. The Inspector shall not receive compensation for inspections which were scheduled, but not performed. If an inspection is canceled after the Inspector has already attempted to perform the Inspection and was locked out, refused entry, or similar, the Inspector shall be entitled to compensation. – $50 per hour spent performing plan review at the direction of the Authority and under the terms of this Agreement. – $50 per hour for attendance at SMBA meetings or court appearances as required under the terms of this Agreement. – $50 per hour for consultations requested by the Authority in writing. The Inspector shall submit an invoice to the Authority on a bi-weekly basis detailing the date of inspection, address of inspection, type of inspection performed, and result of inspection. The inspector shall submit separate invoice(s) for plan review, meeting attendance, consultations, or other claims for compensation under the terms of this Agreement. PAYMENT OF FEES The Authority shall remit payment for invoices received from the Inspector on a bi-weekly basis. Payments made by the Authority to the Inspector under the terms of this Agreement shall be made in the form of a check issued to the Inspector. The Inspector may elect to have such payments mailed to the address listed on IRS Form W9, or to pick up the check from the Authority’s office. The Inspector shall provide to the Authority a completed IRS Form W9 prior to the start of the term of this Agreement as defined herein. The Inspector shall ensure that a complete and accurate IRS Form W9 is provided to the Authority any time the information contained in that Form changes. 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 61 of 73 DRAFT FOR BOARD APPROVAL NOT FOR SIGNATURE Page 4 of 6 The Inspector is responsible for maintaining accurate contact information on file with the Authority. The Authority is not responsible for processing delays caused by the provision of incomplete or inaccurate information to the Authority by the Inspector. BENEFITS, TAXES, BUSINESS EXPENSES The Parties agree that the Inspector is engaged in the Inspector’s own independently established business. The Authority is not responsible for and will not withhold or pay payroll or employment taxes of any kind. Because the Inspector is an independent business and not an employee of SMBA, the Inspector is not eligible for any benefits offered to the employees of the Authority. The Inspector shall be personally responsible for all ordinary and necessary business expenses incurred while performing services to the Authority under the terms of this Agreement. Such expenses may for example include mileage, office supplies, personal protective equipment, postage, etc. The Authority shall not be liable to the Inspector for any expenses paid or incurred by the Inspector unless otherwise agreed to in writing by the Board. INSURANCE The Inspector shall provide to the Authority proof of liability insurance with a minimum of one million dollars ($1,000,000) in coverage. The Inspector shall provide to the Authority proof of auto personal injury / property protection coverage with minimum amounts of five hundred thousand dollars ($500,000) / five hundred thousand dollars ($500,000). The Inspector shall comply with all applicable Worker’s compensation law. Proof of Worker’s Compensation insurance shall be provided to the Authority, except when the Inspector operates as a sole proprietorship and provides satisfactory documentation of such to the Authority, or when the Inspector operates as a limited liability company and provides a form WC-337 from the Worker’s Compensation Agency, evidencing its exclusion from Worker’s Compensation coverage. INDEMNIFICATION The Inspector agrees to indemnify and hold the Authority and its Board of Directors, members, employees, or agents harmless from any and all suits, claims, damages, costs, and expenses of every kind and nature which may or might be asserted against the Authority and its Board of Directors, members, employees, or agents by another or others resulting directly or indirectly from the acts or omissions by the Inspector. RETURN OF MATERIALS 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 62 of 73 DRAFT FOR BOARD APPROVAL NOT FOR SIGNATURE Page 5 of 6 The Inspector acknowledges that all equipment, files, records, lists, books, computer printouts, software, manuals, financial information and all other documents relating to the Authority will be returned to SMBA upon termination of the contract. LAWS OF MICHIGAN This Agreement shall be governed by the laws of the State of Michigan. Any action brought to enforce the terms of the Agreement or to remedy violations of the Agreement be brought in Kalamazoo County, and the Parties submit themselves to that jurisdiction. ENTIRE AGREEMENT This is the entire agreement of the parties, and no other representations, promises, or agreements, oral or otherwise, shall be of any force or effect. The terms of this Agreement may only be altered in writing, signed by authorized representatives of the Inspector and the Authority upon approval of the SMBA Board of Directors. [Signature Page Follows] 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 63 of 73 DRAFT FOR BOARD APPROVAL NOT FOR SIGNATURE Page 6 of 6 IN WITNESS WHEREOF, the Parties have executed this agreement on the latter of the signatory dates below. SOUTHWEST MICHIGAN BUILDING AUTHORITY By: _____________________________ ____________________ KYLE GIBSON Date of Signing Its: BOARD SECRETARY AND By: _____________________________ ____________________ GARRETT REITENOUR Date of Signing Its: BUILDING OFFICIAL INSPECTOR By: _____________________________ ____________________ WILLIAM A WILCOX Date of Signing Its: SOLE PROPRIETOR 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 64 of 73 Page 1 of 1 Southwest Michigan Building Authority Board of Directors Meeting Agenda Item Request / Cover Sheet For Meeting Date 1/27/2022 Subject Request for Staff Holiday Gift Submitted By Kyle Gibson, Office Manager Assigned Item # 08a Is board action required? ☑ Yes ☐ No Background Information / Request: In the past, as a thank you for the hard work put in by staff members the Board has authorized the purchase of gift cards for employees as a holiday gift. Typically this authorization takes place at the December meeting, but since the December 9, 2021 meeting was canceled, the request is being made now. The request for the authorization to purchase gift cards in the amount of $100.00 per employee to recognize the work performed in 2021, and to pre-authorize the same for 2022 (to be distributed in December 2022). Implications / Financial Impact: A $600.00 budget amendment is required. List / Describe Any Supporting Documents: None Suggested Motion: A motion to authorize the purchase and immediate disbursal of restaurant gift cards in the amount of $100.00 per employee; to authorize the purchase and disbursal of restaurant gift cards in the amount of $100.00 per employee in December 2022; to amend the FY 2022 budget in the amount of $600.00 to account for said purchases. 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 65 of 73 Page 1 of 1 Southwest Michigan Building Authority Board of Directors Meeting Agenda Item Request / Cover Sheet For Meeting Date 1/27/2022 Subject Request for Staff Performance Bonuses Submitted By Kyle Gibson, Office Manager Assigned Item # 09a Is board action required? ☑ Yes ☐ No Background Information / Request: As the COVID-19 pandemic has continued to progress throughout 2021 and now into 2022, the Authority’s employees have been commendable in their continued adaptability and service to the public in the face of this public health crisis. Staff have maintained a high level of service throughout the shutdown of 2020 and the ever-changing landscape of 2021. Despite the challenges posed to contractors and homeowners as a result of the pandemic, in 2021 Authority staff reviewed and issued a record number of permits. At the same time, staff sought to enhance the functionality of our website to allow for more interactions to take place there instead of in-person to decrease foot traffic in the office, and worked with township staff to enhance internal processes in the service of township residents. In recognition of the exemplary work done by staff in 2020 and 2021, a performance bonus in the amount $2,000.00 per employee is requested. Implications / Financial Impact: A $6,000.00 budget amendment is required. List / Describe Any Supporting Documents: 1. A comparison of total permits issued and inspections performed over the last 5 years is provided to demonstrate the record amount of work performed. Suggested Motion: A motion to authorize the payment of a one-time performance bonus in the amount of $2,000.00 per employee to coincide with the next regular payroll disbursement; to authorize an amendment to the FY 2022 budget in the amount of $6,000.00. 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 66 of 73 597 619 715 705 908 404 511 427 471 450 393 567 509 568 611 298 304 459 390 318 2017 2018 2019 2020 2021 NUMBER OF PERMITS ISSUED YEAR TOTAL PERMITS ISSUED BY YEAR – BY PERMIT CATEGORY Building Electrical Mechanical Plumbing 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 67 of 73 1692 2001 2110 2134 2287 2017 2018 2019 2020 2021 NUMBER OF PERMITS ISSUED YEAR TOTAL PERMITS ISSUED BY YEAR – CUMULATIVE TOTALS 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 68 of 73 1705 2055 1765 1877 2221 787 1072 873 838 922 631 914 806 758 950 589 809 757 701 720 2017 2018 2019 2020 2021 NUMBER OF INSPECTIONS YEAR TOTAL INSPECTIONS BY YEAR – BY PERMIT CATEGORY Building Electrical Mechanical Plumbing 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 69 of 73 3712 4850 4201 4174 4813 2017 2018 2019 2020 2021 NUMBER OF INSPECTIONS YEAR TOTAL INSPECTIONS BY YEAR – CUMULATIVE TOTALS 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 70 of 73 Page 1 of 1 Southwest Michigan Building Authority Board of Directors Meeting Agenda Item Request / Cover Sheet For Meeting Date 1/27/2022 Subject Siegfried Crandall Engagement Letter Submitted By Kyle Gibson, Office Manager Assigned Item # 10 Is board action required? ☑ Yes ☐ No Background Information / Request: Siegfried Crandall PC has provided the Authority Board with an engagement letter requiring board approval to prepare financial statements, supporting work papers, and provide assistance to the Authority’s independent auditor for the 2021 fiscal year. Implications / Financial Impact: Refer to the hourly rates listed in the engagement letter. List / Describe Any Supporting Documents: 1. Engagement Letter Suggested Motion: A motion to affirm the content of the engagement letter and authorize the office manager to sign and return the engagement letter to Siegfried Crandall PC. 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 71 of 73 SiegfriedCr andallrc 246 E. Kilgore Road Portage, f\dl 49002-5599 www. siegf riedcrandal l.com Telephone 269-38 1 -4970 800-876-0979 Fax 269-349-1 344 January 1.t,2022 Members of the Authority Board Southwest Michigan Building Authority 7275 West Main Street Kalamazoo, Ml 49009 We are pleased to confirm our understanding of the services we are to provide the Southwest Michigan Building Authority (the Authority). This engagement letter sets forth the engagement’s objective and scope of services, identifies management’s responsibilities during the engagement, explains the limitations of the engagement, and presents the fees for our services. Engagement Objective The objective of our engagement is to provide the Authority with ongoing accounting services Scope of services We will provide the following services, from information you have provided to us, for the fiscal year ending December 3I,2021,: r Preparation of financial statements, including the related notes to the financial statements, and supporting work papers to be provided to the Authority’s independent auditor r Assistance with the preparation of the Management’s Discussion and Analysis r Preparation and filing of forms for submission to the State, including Form 5047 We will also provide accounting assistance, as needed throughout the year, which includes the following: special projects, review of budgets, cash receipts, cash disbursements, cash reconciliations, payroll, and provide assistance to the Authority’s director and accountant. Limitations None of the services described above can be relied upon to disclose errors, fraud, or illegal acts. However, we will inform you of any material errors and of any evidence or information that comes to our attention during the performance of these services. ln addition, we will inform you of any evidence or information that comes to our attention during the performance of these services regarding illegal acts that may have occurred. We have no responsibility to identify and communicate significant deficiencies or material weaknesses in your internal control as part of this engagement. Management’s responsibilities Management is responsible for establishing and maintaining internal controls, including monitoring ongoing activlties. Management is also responsible for making all management decisions and for performing all management functions. You are required to designate a competent individual with the following specific responsibilities regarding the services we will perform in connection with this engagement: 1, Oversee the services we will perform 2. Evaluate the adequacy and results of the services 3. Accept responsibility for the results of the services Certified Public Accountants & Advisors 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 72 of 73 I \ Members of the AuthoritY Board Southwest Michigan Building Authority Page 2 January 1-t,2022 Administration, fees, and other Our fees for these services will be based on the actual time spent at our standard hourly rates, which vary according to the degree of responsibility involved and the experience level of the personnel assigned to this engagement. Our invoices for these fees will be rendered each month as work progresses and are payable on presentation. The hourly rates for our governmental team are as follows Sta ndard Discou nted Shareholder Associate/Ma nager Staff Accountant Other Staff 5220 5170 S 13s S13s S 1eo s12s S 11s S11s We will be available throughout the contract period to provide the Authority with advice and guidance on financial accounting and reporting issues. Steve Bryer and Joel Frederickson will be responsible for responding to the Authority’s phone calls and e-mail communications, which will not be billed separately, in a timely manner. We appreciate the opportunity to be of service to the Southwest Michigan Building Authority and believe this letter accurately summarizes the significant terms of our engagement. lf you have any questions, please Iet us know. lf you agree with the terms of our engagement as described in this letter, please sign the enclosed copy and return lt to us. The terms communicated in this letter will remain in effect until mutually modified or canceled by either party Sincerely, SIEGFRIED CRANDALL P.C. Steven J. Bryer, Shareholder RESPONSE: This letter correctly sets forth the understanding of the Southwest Michigan Building Authority By: Title: Date: G r\DATA\8600\corrspnd\2021\8600 ENG 1221.doc ffi*tufi 2022-01-27 Revised 2022-01-25 SMBA Board Packet | Page 73 of 73