SMBA Regular Board Meeting

Southwest Michigan Building Authority 7275 West Main Street Kalamazoo MI 49009 269-585-4150 www.swmiba.org Regular Board Meeting April 28, 2022 8:30 AM Oshtemo Township Hall Public 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. Consent Agenda a. Meeting Minutes – February 24, 2022 Regular Meeting b. March 2022 Financial Reports c. April 2022 Financial Reports d. Treasurer’s Annual Investment Report for FY 2021 5. Unfinished Business from Prior Meeting(s) a. Consideration of Construction Board of Appeals Draft Bylaws b. Update on Status of UL Representative Assignment – Building Official Garrett Reitenour 6. Consideration of Amendment to HRM-08 – Medical Insurance Taxable Opt-Out (Cash In Lieu of Insurance) Policy 7. Consideration of Revised Schedule of Fees 8. Amendment to 401(a) and 457(b) Retirement Plans 9. Board Chair’s Report 10. Other Business 11. Public Comment 12. Adjournment 2022-04-28 SMBA Board Packet | Page 1 of 69 Page 1 of 1 Southwest Michigan Building Authority Board of Directors Meeting Agenda Item Request / Cover Sheet For Meeting Date 4/28/2022 Subject Consent Agenda Submitted By Office Manager Kyle Gibson Assigned Item # 004 Is board action required? ☑ Yes ☐ No Background Information / Request: Consent Agenda Items: a. Meeting Minutes – February 24, 2022 Regular Meeting b. March 2022 Financial Reports c. April 2022 Financial Reports d. Treasurer’s Annual Investment Report for FY 2021 Implications / Financial Impact: N/A List / Describe Any Supporting Documents: See Above Suggested Motion: A motion to approve the consent agenda as presented. 2022-04-28 SMBA Board Packet | Page 2 of 69 Minutes of the Regular Board Meeting Southwest Michigan Building Authority (SMBA) Board of Directors February 24, 2022 | 8:30am | Public Meeting Room, Oshtemo Township Hall Page 1 of 3 Action Items # Item Description: Assigned To: Due By: 5a Draft Bylaws for the Construction Board of Appeals Kyle Gibson 2022-03-24 7 Provide Update on Status of UL Representative Garrett Reitenour 2022-03-24 10 Develop Investment Plan / Consult Carol Dehaan & Siegfried Crandall Kyle Gibson 2022-03-24 Minutes 1. Call to Order: Chair Dusty Farmer called the meeting to order at approximately 8:31am. 2. Roll Call: Name Present or Absent Dusty Farmer, Board Chair (Oshtemo Representative) Present Jeff Sorensen (Cooper Representative) Present Carol Dehaan, Treasurer (Cooper Representative) ABSENT 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. Consent Agenda: a. Meeting Minutes – January 27, 2022 Regular Meeting b. February 2022 Financial Reports 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 4-0. 5. Unfinished Business from Prior Meeting(s): a. Update on Draft Bylaws of the Construction Board of Appeals: Office Manager Kyle Gibson shared an update on the status of the draft bylaws, and stated that they would be ready for the Board’s review at the regular March meeting. 6. Request for Purchase of Standing Desk Frame: Office Manager Kyle Gibson presented the request to the board. A motion was made by Jeff Sorensen and supported by Larry Stehouwer to approve the request as presented. Board discussion continued with Cheri Bell asking what warranty the equipment would have. Office Manager Gibson responded that there is a 15 year limited warranty. Chair Farmer asked what would happen to the existing standing desk purchased by the Authority. Office Manager Gibson offered the device to Administrative Assistant Elvira Oropeza, who indicated interest in using the device. Opposed: None The motion was carried 4-0. 2022-04-28 SMBA Board Packet | Page 3 of 69 Minutes of the Regular Board Meeting Southwest Michigan Building Authority (SMBA) Board of Directors February 24, 2022 | 8:30am | Public Meeting Room, Oshtemo Township Hall Page 2 of 3 7. Board Chair’s Report: Chair Farmer provided an overview of an ongoing complaint with a recent development involving Oshtemo Township’s Fire Code Adoption Ordinance, and shared that the ordinance would be going before the Oshtemo Township Board of Trustees for review and possible amendment. Chair Farmer stated that the soonest any action could occur would be in late March due to the Township’s board meeting schedule. Chair Famer then requested an update from Building Official Garrett Reitenour at the regular March meeting on the status of an assignment of a U.L. representative to the Authority. Larry Stehouwer asked about the applicability of this issue to other projects, and Attorney Porter explained that it does have the potential to impact other projects and was important to address now. Building Official Reitenour asked about the status of the Township’s response to the complainant while the ordinance is under review, and Attorney Porter shared that he has been in communication with the property management in question. 8. Other Business: There was no other business brought forward by members of the Board. 9. Public Comment: There was no public comment. 10. Board Member Comments: Chair Farmer opened the floor to board member comments. Cheri Bell asked a question regarding revenue activity compared to last year, which Office Manager Gibson and Building Official Reitenour responded to. Larry Stehouwer asked if the Authority charged a fee for permit extensions, and Building Official Reitenour confirmed that there is no fee for the extension of an expired permit. Cheri Bell asked about the Authority’s bank balance and current investments, and asked about any plans to make further investments with the Authority’s fund balance. Office Manager Gibson shared that there was previous discussion regarding splitting up the Authority’s cash between multiple depositories to ensure that all funds are covered by the FDIC, which would include the purchase of additional certificates of deposit. Chair Farmer requested that Office Manager Gibson meet with Treasurer Carol Dehaan and provide an update or plan at the regular March meeting. The board held further discussion regarding how much the Authority should hold in operating revenue, with the consensus being that Office Manger Gibson should speak with Siegfried Crandall for guidance. The board also expressed a desire to ensure that sufficient funds were available to continue operations in the event of an economic downturn. Chair Farmer shared that Building Official Reitenour was engaged by Oshtemo Township to prepare a report on ADA compliance at the Township’s polling locations, as requested by the Bureau of Elections. 11. Adjournment: Seeing and hearing no other business, and having exhausted the agenda, Board Chair Dusty Farmer declared the meeting adjourned at approximately 9:01am. 2022-04-28 SMBA Board Packet | Page 4 of 69 Minutes of the Regular Board Meeting Southwest Michigan Building Authority (SMBA) Board of Directors February 24, 2022 | 8:30am | Public Meeting Room, Oshtemo Township Hall Page 3 of 3 Next Regular Board Meeting March 24, 2022 | 8:30am | Public Meeting Room, Oshtemo Township Hall Prepared By: KYLE GIBSON Board Secretary & Office Manager 2022-04-28 SMBA Board Packet | Page 5 of 69 Southwest Michigan Building Authority 7275 West Main Street Kalamazoo MI 49009 269-585-4150 www.swmiba.org Financial Reports for: March 2022 As of 2022-03-21 1. Permit Revenue & Inspections Report 2. Accounts Payable Detailed Disbursement Report 3. Payroll Expense Report 4. Budget Snapshot 5. Bank Account Balance Report 2022-04-28 SMBA Board Packet | Page 6 of 69 SOUTHWEST MICHIGAN BUILDING AUTHORITY REVENUE / INSPECTIONS REPORT Reporting Period: 02/22/2022 to 03/21/2022 Building Electrical Mechanical Plumbing Totals Oshtemo 28 21 30 29 108 Revenue $8,966.00 $3,132.00 $5,362.00 $4,935.00 $22,395.00 YTD Oshtemo 76 59 77 54 266 YTD Revenue $37,951.00 $9,440.00 $13,951.75 $8,929.00 $70,271.75 Cooper 10 15 7 3 35 Revenue $4,721.00 $4,152.00 $820.00 $381.00 $10,074.00 YTD Cooper 28 28 23 7 86 YTD Revenue $10,176.00 $5,628.00 $3,672.00 $944.00 $20,420.00 Total Permits 38 36 37 32 143 Total Revenue $13,687.00 $7,284.00 $6,182.00 $5,316.00 $32,469.00 YTD Total Permits 104 87 100 61 352 YTD Total Revenue $48,127.00 $15,068.00 $17,623.75 $9,873.00 $90,691.75 Building Electrical Mechanical Plumbing Totals Oshtemo Inpsections 112 47 43 41 243 Cooper Inspections 29 12 23 10 74 YTD Oshtemo Inspections 274 142 181 118 715 YTD Cooper Inspections 73 31 43 20 167 Total Inspections 141 59 66 51 317 YTD Total Inspections 347 173 224 138 882 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 4/21/2022 at 9:36 AM I:\Board Meetings\01 TEMPLATES\Revenue & Inspections Report 2022-04-28 SMBA Board Packet | Page 7 of 69 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 04/21/2022 09:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 1/11 User: kgibson DB: Smba POST DATES 02/22/2022 – 03/21/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 03/10/2022 Y 250.00 CASSOPOLIS MI, 49031-9454 / / 0.0000 N 0.00 1911 21670 SHIAWASSEE DR 03/10/2022 N 250.00 ADAHLGREN ADAM J DAHLGREN 03/10/2022 2022-03-10-1 SWBA BUILDING INSPECTIONS 569-273-80100 Building Inspector 250.00 VENDOR TOTAL: 250.00 GL NUMBER DESCRIPTION AMOUNT Paid 03/23/2022 N 299.97 SEATTLE WA, 98124-5184 / / 0.0000 Y 0.00 1891 PO BOX 035184 02/22/2022 N 299.97 AMAZON AMAZON CAPITAL SERVICES 02/22/2022 1JGJ-7MCM-KWTT SWBA AIR PURIFIERS 569-273-97100 Capital Outlay 299.97 VENDOR TOTAL: 299.97 GL NUMBER DESCRIPTION AMOUNT Paid 03/31/2022 N 1,705.00 SOUTH BEND IN, 46601-3311 / / 0.0000 N 0.00 1903 460 STULL ST STE 200 03/03/2022 N 1,705.00 AUNALYTICS AUNALYTICS, INC 03/03/2022 29958720 SWBA CLOUD HOSTING SERVICES APR 2022 569-273-80900 IT / Infrastructure 1,705.00 VENDOR TOTAL: 1,705.00 GL NUMBER DESCRIPTION AMOUNT Paid 01/30/2022 N 185.00 MILWAUKEE WI, 53288-8297 / / 0.0000 N 0.00 1907 PO BOX 88297 03/08/2022 N 185.00 HSA BASIC SALES 03/08/2022 IN2278923 SWBA FEE FOR SECTION 125 PREMIUM ONLY PLAN (569-273-71006 HSA 185.00 VENDOR TOTAL: 185.00 2022-04-28 SMBA Board Packet | Page 8 of 69 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 04/21/2022 09:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 2/11 User: kgibson DB: Smba POST DATES 02/22/2022 – 03/21/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 03/28/2022 N 4,221.17 DETROIT MI, 48267-4416 / / 0.0000 N 0.00 1913 PO BOX 674416 03/14/2022 N 4,221.17 BCBS BLUE CROSS BLUE SHIELD OF MICHIGAN 03/14/2022 007043238-0000 SWBA HEALTH INSURANCE MAY 2022 PREPAY 569-273-71002 Health Insurance 4,221.17 VENDOR TOTAL: 4,221.17 GL NUMBER DESCRIPTION AMOUNT Paid 03/21/2022 N 230.00 MADISON HEIGHTS MI, 48071-0913 / / 0.0000 N 0.00 1922 PO BOX 71913 03/21/2022 N 230.00 COCM COCM 03/21/2022 2022-03-21-4 SWBA 2022 SPRING CONFERENCE REGISTRATION 569-273-71103 Education / Membership Dues 230.00 VENDOR TOTAL: 230.00 GL NUMBER DESCRIPTION AMOUNT Paid 02/22/2022 N 253.75 GRANDVILLE MI, 49418-2040 / / 0.0000 N 0.00 1890 3097 PINEDALE DR SW 02/22/2022 N 253.75 CODE CODE SOURCE PC 02/22/2022 116421.1 SWBA 3RD STRUCTURAL REVIEW 5925 VENTURE PARK 569-273-80500 STRUCTURAL 3RD HOURLY RATE 253.75 VENDOR TOTAL: 253.75 2022-04-28 SMBA Board Packet | Page 9 of 69 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 04/21/2022 09:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 3/11 User: kgibson DB: Smba POST DATES 02/22/2022 – 03/21/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 02/22/2022 Y 1,650.00 KALAMAZOO MI, 49009-8911 / / 0.0000 N 0.00 1895 6323 WINDDRIFT AVE 02/22/2022 N 1,650.00 GHECKMAN GARYAIRE, LLC 02/22/2022 2022-02-22-1 SWBA PLUMBING / MECHANICAL INSPECTIONS 569-273-80400 Plumbing Inspector 400.00 569-273-80300 Mechanical Inspector 1,200.00 569-273-80200 Electrical Inspector 50.00 1,650.00 GL NUMBER DESCRIPTION AMOUNT Paid 03/09/2022 Y 3,400.00 KALAMAZOO MI, 49009-8911 / / 0.0000 N 0.00 1908 6323 WINDDRIFT AVE 03/09/2022 N 3,400.00 GHECKMAN GARYAIRE, LLC 03/09/2022 2022-03-09-1 SWBA PLUMBING / MECHANICAL / ELECTRICAL INSP569-273-80400 Plumbing Inspector 1,000.00 569-273-80300 Mechanical Inspector 1,500.00 569-273-80200 Electrical Inspector 900.00 3,400.00 GL NUMBER DESCRIPTION AMOUNT Paid 03/21/2022 Y 1,700.00 KALAMAZOO MI, 49009-8911 / / 0.0000 N 0.00 1919 6323 WINDDRIFT AVE 03/21/2022 N 1,700.00 GHECKMAN GARYAIRE, LLC 03/21/2022 2022-03-21-1 SWBA PLUMBING / MECHANICAL INSPECTIONS 569-273-80400 Plumbing Inspector 700.00 569-273-80300 Mechanical Inspector 1,000.00 1,700.00 VENDOR TOTAL: 6,750.00 2022-04-28 SMBA Board Packet | Page 10 of 69 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 04/21/2022 09:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 4/11 User: kgibson DB: Smba POST DATES 02/22/2022 – 03/21/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 03/14/2022 N 155.00 LIVONIA MI, 48150 03/14/2022 0.0000 N 0.00 1914 13121 WACO DR 03/14/2022 N 0.00 MISC HOME DEPOT USA INC. 03/14/2022 00033940 SWBA BD Payment Refund 569-272-49100 01. Building Fee 155.00 VENDOR TOTAL: 155.00 GL NUMBER DESCRIPTION AMOUNT Paid 03/22/2022 N 1,504.99 KALAMAZOO MI, 49009-1332 / / 0.0000 N 0.00 1904 811 S DRAKE RD 03/08/2022 N 1,504.99 VISA MERCANTILE VISA 03/08/2022 2022-03-08-1 SWBA VISA BILL FEB 2022 569-273-86000 GAS 136.00 569-273-86000 CAR WASH MONTHLY SUBSCRIPTION 29.99 569-273-80901 COGNITO FORMS SUBSCRIPTION 123.00 569-273-95500 EMPLOYEE HOLIDAY GIFTS 100.00 569-273-97100 STANDING DESK FRAME 1,116.00 1,504.99 VENDOR TOTAL: 1,504.99 GL NUMBER DESCRIPTION AMOUNT Paid 03/02/2022 N 75.00 KALAMAZOO MI, 49001-3308 / / 0.0000 N 0.00 1894 PO BOX 3308 02/22/2022 N 75.00 MI PRINT MI PRINT WORKS 02/22/2022 7118220214 SWBA ENVELOPES RE-ORDER 569-273-72800 QTY 500 #10 WINDOW BLUE SECURITY TINT 75.00 VENDOR TOTAL: 75.00 2022-04-28 SMBA Board Packet | Page 11 of 69 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 04/21/2022 09:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 5/11 User: kgibson DB: Smba POST DATES 02/22/2022 – 03/21/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 03/16/2022 Y 97.00 DETROIT MI, 48264-0348 / / 0.0000 N 0.00 1917 PO DRAWER 640348 03/16/2022 N 97.00 MILLER CAN MILLER CANFIELD PADDOCK & STONE PLC 03/16/2022 1553186 SWBA SERVICES RENDERED RE RETIREMENT PLANS 569-273-80800 Legal Fees 97.00 VENDOR TOTAL: 97.00 2022-04-28 SMBA Board Packet | Page 12 of 69 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 04/21/2022 09:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 6/11 User: kgibson DB: Smba POST DATES 02/22/2022 – 03/21/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 02/22/2022 Y 1,600.00 COLDWATER MI, 49036-9553 / / 0.0000 N 0.00 1896 426 SARAH LN 02/22/2022 N 1,600.00 TTHATCHER MP SERVICES LLC 02/22/2022 2022-02-22-2 SWBA MECHANICAL / PLUMBING INSPECTIONS 569-273-80300 Mechanical Inspector 1,100.00 569-273-80400 Plumbing Inspector 500.00 1,600.00 GL NUMBER DESCRIPTION AMOUNT Paid 03/09/2022 Y 300.00 COLDWATER MI, 49036-9553 / / 0.0000 N 0.00 1909 426 SARAH LN 03/09/2022 N 300.00 TTHATCHER MP SERVICES LLC 03/09/2022 2022-03-09-2 SWBA MECHANICAL / PLUMBING INSPECTIONS 569-273-80300 Mechanical Inspector 150.00 569-273-80400 Plumbing Inspector 150.00 300.00 GL NUMBER DESCRIPTION AMOUNT Paid 03/21/2022 Y 950.00 COLDWATER MI, 49036-9553 / / 0.0000 N 0.00 1920 426 SARAH LN 03/21/2022 N 950.00 TTHATCHER MP SERVICES LLC 03/21/2022 2022-03-21-2 SWBA MECHANICAL / PLUMBING INSPECTIONS 569-273-80300 Mechanical Inspector 450.00 569-273-80400 Plumbing Inspector 500.00 950.00 VENDOR TOTAL: 2,850.00 2022-04-28 SMBA Board Packet | Page 13 of 69 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 04/21/2022 09:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 7/11 User: kgibson DB: Smba POST DATES 02/22/2022 – 03/21/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 02/23/2022 N 110.00 KALAMAZOO MI, 49004-1116 02/23/2022 0.0000 N 0.00 1899 620 COMMERCE LN 02/23/2022 N 0.00 MISC NIEBOER HEATING & COOLING 02/23/2022 00035017 SWBA BD Payment Refund 569-272-49300 14. Dryer, Bath, Kitchen Exhaust (Ea) 10.00 569-272-62703 35. Inspection – Rough 50.00 569-272-62703 35. Inspection – Final 50.00 110.00 VENDOR TOTAL: 110.00 GL NUMBER DESCRIPTION AMOUNT Paid 03/13/2022 N 93.58 CINCINNATI OH, 45263-3301 / / 15.3000 N 16.95 1901 PO BOX 633301 03/01/2022 N 110.53 OFFICE DEP OFFICE DEPOT 03/01/2022 228828504001 SWBA OFFICE SUPPLIES 569-273-72700 ENVELOPE MOISTENERS 14.37 569-273-72700 STENO PADS 17.76 569-273-72700 BUBBLE MIALERS 22.84 569-273-72700 3X3 STICKY NOTES 11.84 569-273-72700 1.5X2 STICKY NOTES 7.87 569-273-72700 3X5 STICKY NOTES 18.90 93.58 VENDOR TOTAL: 93.58 GL NUMBER DESCRIPTION AMOUNT Paid 02/22/2022 N 225.00 KALAMAZOO MI, 49007-4730 / / 0.0000 N 0.00 CARE OF MILLER CANFIELD PLC 02/22/2022 N 225.00 277 S ROSE ST STE 5000 1898 POWELL POWELL RANDY SCOTT & STEPHEN ROBERT 02/22/2022 2022-02-22-4 SWBA REMITTANCE OF GARNISHMENT 569-000-26900 Garnishments Payable 225.00 VENDOR TOTAL: 225.00 2022-04-28 SMBA Board Packet | Page 14 of 69 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 04/21/2022 09:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 8/11 User: kgibson DB: Smba POST DATES 02/22/2022 – 03/21/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 03/21/2022 Y 500.00 VAN BUREN TWP MI, 48111-1677 / / 0.0000 N 0.00 1923 9593 REVERE DR 03/21/2022 N 500.00 REDMOND REDMOND ENGINEERING & DESIGN 03/21/2022 21-028-001 SWBA FS REVIEW FOR FLAVOR SUM SERVER ROOM PM569-273-80500 Plan Review 500.00 GL NUMBER DESCRIPTION AMOUNT Paid 02/22/2022 Y 250.00 VAN BUREN TWP MI, 48111-1677 / / 0.0000 N 0.00 1892 9593 REVERE DR 02/22/2022 N 250.00 REDMOND REDMOND ENGINEERING & DESIGN 02/22/2022 22-006-001 SWBA FS REVIEW 5250 W MAIN ST PM22-05-0037 569-273-80500 Plan Review 250.00 GL NUMBER DESCRIPTION AMOUNT Paid 03/15/2022 Y 500.00 VAN BUREN TWP MI, 48111-1677 / / 0.0000 N 0.00 1916 9593 REVERE DR 03/15/2022 N 500.00 REDMOND REDMOND ENGINEERING & DESIGN 03/15/2022 22-007-001 SWBA FS REVIEW FOR COSTCO DAIRY COOLER ALTER 569-273-80500 Plan Review 500.00 VENDOR TOTAL: 1,250.00 2022-04-28 SMBA Board Packet | Page 15 of 69 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 04/21/2022 09:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 9/11 User: kgibson DB: Smba POST DATES 02/22/2022 – 03/21/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 02/25/2022 N 90.90 CHICAGO IL, 60680-2815 / / 0.0000 N 0.00 1893 PO BOX 802815 02/22/2022 N 90.90 RICOH RICOH 02/22/2022 5063909801 SWBA FEB 2022 CONTRACT # 4470926 569-273-95600 MPC2504 BASE 2022-02-15 TO 2022-03-14 12.33 569-273-95600 MPC2504 BW READ 2.78 569-273-95600 MPW2504 COLOR READ 75.79 90.90 GL NUMBER DESCRIPTION AMOUNT Paid 03/23/2022 N 85.69 CHICAGO IL, 60680-2815 / / 0.0000 N 0.00 1918 PO BOX 802815 03/18/2022 N 85.69 RICOH RICOH 03/18/2022 5064140761 SWBA MAR 2022 CONTRACT # 4470926 569-273-95600 MPC2504 BASE 2022-03-15 TO 2022-04-14 15.41 569-273-95600 MPC2504 BW READ 2.22 569-273-95600 MPC2504 COLOR READ 68.06 85.69 VENDOR TOTAL: 176.59 GL NUMBER DESCRIPTION AMOUNT Paid 03/08/2022 N 175.00 PORTAGE MI, 49002-0507 / / 12.5000 N 25.00 1905 246 E KILGORE RD 03/08/2022 N 200.00 SIEGFRIED SIEGFRIED CRANDALL PC 03/08/2022 108155 SWBA ACCOUNTING SERVICES FEB 2022 569-273-80700 Accounting / Audit Fees 175.00 VENDOR TOTAL: 175.00 2022-04-28 SMBA Board Packet | Page 16 of 69 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 04/21/2022 09:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 10/11 User: kgibson DB: Smba POST DATES 02/22/2022 – 03/21/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 04/01/2022 N 155.21 PHILADELPHIA PA, 19170-0001 / / 0.0000 N 0.00 1915 PO BOX 7247-0381 03/15/2022 N 155.21 SUN LIFE SUN LIFE FINANCIAL 03/15/2022 247757 SWBA LIFE INSURANCE APR 2022 569-273-71003 Disability / Life Insurance 155.21 VENDOR TOTAL: 155.21 GL NUMBER DESCRIPTION AMOUNT Paid CR 03/28/2022 N 134.41 CHICAGO IL, 60677-8000 / / 0.0000 N 0.00 1912 8020 SOLUTIONS CTR 03/10/2022 N 134.41 TELNET TELNET WORLDWIDE 03/10/2022 242591 SWBA PHONE MAR 2022 569-273-85000 Telephone 134.41 VENDOR TOTAL: 134.41 GL NUMBER DESCRIPTION AMOUNT Paid 03/14/2022 N 51.00 CINCINNATI OH, 45274-2596 / / 0.0000 N 0.00 1902 PO BOX 742596 03/02/2022 N 51.00 TMOBILE T-MOBILE 03/02/2022 977195739 SWBA MOBILE HOTSPOT USAGE FEB 2022 569-273-80900 IT / Infrastructure 51.00 VENDOR TOTAL: 51.00 GL NUMBER DESCRIPTION AMOUNT Paid 03/14/2022 N 28.35 CHICAGO IL, 60680-9488 / / 0.0000 N 0.00 1906 PO BOX 809488 03/08/2022 N 28.35 UPS UPS 03/08/2022 000076R70Y102 SWBA SHIPPING FOR MULTIPLE PROJECTS 569-273-72800 CODE SRC REV PB22-05-0063 ONE WAY ADDITI 14.24 569-273-72800 CODE SRC REV PB22-05-0071 KIDS EMPIRE 14.11 28.35 2022-04-28 SMBA Board Packet | Page 17 of 69 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 04/21/2022 09:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 11/11 User: kgibson DB: Smba POST DATES 02/22/2022 – 03/21/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID VENDOR TOTAL: 28.35 GL NUMBER DESCRIPTION AMOUNT Paid 02/22/2022 Y 675.00 MATTAWAN MI, 49071-9746 / / 0.0000 N 0.00 1897 38159 24TH ST 02/22/2022 N 675.00 WWILCOX WILLIAM WILCOX 02/22/2022 2022-02-22-3 SWBA ELECTRICAL INSPECTIONS 569-273-80200 Electrical Inspector 900.00 569-000-26900 Garnishments Payable (225.00) 675.00 GL NUMBER DESCRIPTION AMOUNT Paid 03/09/2022 Y 650.00 MATTAWAN MI, 49071-9746 / / 0.0000 N 0.00 1910 38159 24TH ST 03/09/2022 N 650.00 WWILCOX WILLIAM WILCOX 03/09/2022 2022-03-09-3 SWBA ELECTRICAL INSPECTIONS 569-273-80200 Electrical Inspector 650.00 GL NUMBER DESCRIPTION AMOUNT Paid 03/21/2022 Y 700.00 MATTAWAN MI, 49071-9746 / / 0.0000 N 0.00 1921 38159 24TH ST 03/21/2022 N 700.00 WWILCOX WILLIAM WILCOX 03/21/2022 2022-03-21-3 SWBA ELECTRICAL INSPECTIONS 569-273-80200 Electrical Inspector 650.00 569-273-80500 Plan Review 50.00 700.00 VENDOR TOTAL: 2,025.00 TOTAL – ALL VENDORS: 23,001.02 2022-04-28 SMBA Board Packet | Page 18 of 69 Fund Item Amount 04/21/2022 09:44 AM Page 1 of 1 For Journal Entries with Post Dates Between 02/22/2022 and 03/21/2022 Journal Totals By Fund Report Total Payroll: 16,223.76 Net Payment: 10,205.09 Gross Payment: 14,120.67 569 Pay Codes Amount HOLIDAY 251.50 HOURLY 4,281.86 MILEAGE 42.06 OPT-OUT 334.73 OVERTIME 127.43 PHONE 145.35 PTO 694.00 SALARY 4,328.16 Pay Code Totals: 10,205.09 Deductions Amount FITW 776.04 HSA_EE 400.00 MEDICARE_EE 196.17 PENSION_EE_PRE 120.14 PENSION_EE_ROTH 979.97 SITW 604.48 SOCSEC_EE 838.78 Deduction Totals: 3,915.58 Expenses Amount MEDICARE_ER 196.17 PENSION_ER 534.07 PENSION_ER_MTCH 534.07 SOCSEC_ER 838.78 Expense Totals: 2,103.09 2022-04-28 SMBA Board Packet | Page 19 of 69 04/21/2022 09:45 AM REVENUE AND EXPENDITURE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 1/2 User: kgibson DB: Smba PERIOD ENDING 03/31/2022 % Fiscal Year Completed: 24.66 % BDGT USED AVAILABLE BALANCE ACTIVITY FOR MONTH 03/31/2022 YTD BALANCE 03/31/2022 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 41,467.00 17,043.00 158,533.00 20.73 569-272-49200 Electrical Permits 50,000.00 8,686.00 4,757.00 41,314.00 17.37 569-272-49300 Mechanical Permits 50,000.00 11,279.35 4,711.60 38,720.65 22.56 569-272-49400 Plumbing Permits 25,000.00 4,144.00 1,994.00 20,856.00 16.58 569-272-60701 FOIA Fees 500.00 116.60 15.40 383.40 23.32 569-272-62600 Building Services to Others 0.00 0.00 0.00 0.00 0.00 569-272-62701 Building Inspections 85,000.00 14,050.00 5,000.00 70,950.00 16.53 569-272-62702 Electrical Inspections 40,000.00 9,700.00 3,750.00 30,300.00 24.25 569-272-62703 Mechanical Inspections 45,000.00 9,150.00 3,000.00 35,850.00 20.33 569-272-62704 Plumbing Inspections 35,000.00 6,900.00 3,000.00 28,100.00 19.71 569-272-63000 Plan Review 70,000.00 4,750.00 650.00 65,250.00 6.79 569-272-66300 Bond Forfeitures and Bond Costs 0.00 0.00 0.00 0.00 0.00 569-272-66500 Interest on Investments 1,100.00 283.72 131.85 816.28 25.79 569-272-67300 Gain/Loss on Sale of Assets 0.00 0.00 0.00 0.00 0.00 569-272-67500 Miscellaneous 1,100.00 (594.00) 0.00 1,694.00 (54.00) Total Dept 272 – Revenue Accounts 602,700.00 109,932.67 44,052.85 492,767.33 18.24 TOTAL REVENUES 602,700.00 109,932.67 44,052.85 492,767.33 18.24 Expenditures Dept 273 – Building Authority Expense Activity 569-273-70200 Salaries 176,000.00 39,760.81 13,390.68 136,239.19 22.59 569-273-70203 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 51,000.00 20,464.34 4,221.17 30,535.66 40.13 569-273-71003 Disability / Life Insurance 2,160.00 637.18 155.21 1,522.82 29.50 569-273-71004 Work Comp Insurance 2,200.00 1,395.00 (750.00) 805.00 63.41 569-273-71005 Payroll Taxes – FICA 13,464.00 3,045.54 1,025.67 10,418.46 22.62 569-273-71006 HSA 7,270.00 7,185.00 185.00 85.00 98.83 569-273-71009 Pension Plan 14,080.00 3,168.02 1,065.24 10,911.98 22.50 569-273-71101 In Lieu of Insurance 5,420.00 1,250.04 416.68 4,169.96 23.06 569-273-71102 Clothing Allowance 1,500.00 264.00 0.00 1,236.00 17.60 569-273-71103 Education / Membership Dues 3,500.00 1,295.00 230.00 2,205.00 37.00 569-273-72700 Supplies 4,500.00 127.57 93.58 4,372.43 2.83 569-273-72800 Postage / Shipping 2,750.00 486.86 30.70 2,263.14 17.70 569-273-72900 General Insurance 9,400.00 8,818.00 (400.00) 582.00 93.81 569-273-80100 Building Inspector 10,000.00 250.00 250.00 9,750.00 2.50 569-273-80200 Electrical Inspector 40,000.00 7,850.00 2,200.00 32,150.00 19.63 569-273-80300 Mechanical Inspector 45,000.00 10,500.00 3,100.00 34,500.00 23.33 569-273-80400 Plumbing Inspector 35,000.00 6,700.00 2,350.00 28,300.00 19.14 569-273-80500 Plan Review 70,000.00 6,046.75 2,068.00 63,953.25 8.64 569-273-80600 Consultants 0.00 0.00 0.00 0.00 0.00 569-273-80700 Accounting / Audit Fees 10,500.00 755.00 175.00 9,745.00 7.19 569-273-80800 Legal Fees 5,000.00 97.00 97.00 4,903.00 1.94 569-273-80900 IT / Infrastructure 22,500.00 6,983.40 1,807.00 15,516.60 31.04 569-273-80901 IT / Software 14,000.00 2,225.00 123.00 11,775.00 15.89 2022-04-28 SMBA Board Packet | Page 20 of 69 04/21/2022 09:45 AM REVENUE AND EXPENDITURE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 2/2 User: kgibson DB: Smba PERIOD ENDING 03/31/2022 % Fiscal Year Completed: 24.66 % BDGT USED AVAILABLE BALANCE ACTIVITY FOR MONTH 03/31/2022 YTD BALANCE 03/31/2022 2022 GL NUMBER DESCRIPTION AMENDED BUDGET Fund 569 – Building Authority Expenditures 569-273-80902 IT / Support 500.00 185.00 0.00 315.00 37.00 569-273-85000 Telephone 4,260.00 850.86 284.41 3,409.14 19.97 569-273-86000 Vehicle Gas / Maintenance 3,000.00 427.98 165.99 2,572.02 14.27 569-273-86100 Mileage 500.00 52.48 42.06 447.52 10.50 569-273-94000 Facility Rent 22,000.00 22,000.00 0.00 0.00 100.00 569-273-95500 Miscellaneous 0.00 (296.05) 100.00 296.05 100.00 569-273-95600 Equipment / Maintenance 2,000.00 475.01 85.69 1,524.99 23.75 569-273-96401 Refund of Overpayment 0.00 0.00 0.00 0.00 0.00 569-273-96500 Bank Service Charges 660.00 105.55 0.00 554.45 15.99 569-273-96800 Depreciation Expense 0.00 0.00 0.00 0.00 0.00 569-273-97100 Capital Outlay 5,650.00 2,254.57 1,116.00 3,395.43 39.90 569-273-97200 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 584,174.00 155,359.91 33,628.08 428,814.09 26.59 TOTAL EXPENDITURES 584,174.00 155,359.91 33,628.08 428,814.09 26.59 NET OF REVENUES & EXPENDITURES 18,526.00 (45,427.24) 10,424.77 63,953.24 245.21 TOTAL EXPENDITURES 584,174.00 155,359.91 33,628.08 428,814.09 26.59 TOTAL REVENUES 602,700.00 109,932.67 44,052.85 492,767.33 18.24 Fund 569 – Building Authority: NET OF REVENUES & EXPENDITURES 18,526.00 (45,427.24) 10,424.77 63,953.24 245.21 TOTAL EXPENDITURES – ALL FUNDS 584,174.00 155,359.91 33,628.08 428,814.09 26.59 TOTAL REVENUES – ALL FUNDS 602,700.00 109,932.67 44,052.85 492,767.33 18.24 2022-04-28 SMBA Board Packet | Page 21 of 69 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 $625,317.91 $612,116.01 $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 4/21/2022 at 9:36 AM I:\Board Meetings\01 TEMPLATES\Revenue & Inspections Report 2022-04-28 SMBA Board Packet | Page 22 of 69 Southwest Michigan Building Authority 7275 West Main Street Kalamazoo MI 49009 269-585-4150 www.swmiba.org Financial Reports for: April 2022 As of 2022-04-21 1. Permit Revenue & Inspections Report 2. Accounts Payable Detailed Disbursement Report 3. Payroll Expense Report 4. Budget Snapshot 5. Bank Account Balance Report 2022-04-28 SMBA Board Packet | Page 23 of 69 SOUTHWEST MICHIGAN BUILDING AUTHORITY REVENUE / INSPECTIONS REPORT Reporting Period: 03/21/2022 to 04/21/2022 Building Electrical Mechanical Plumbing Totals Oshtemo 55 25 41 20 141 Revenue $18,858.75 $5,409.00 $8,385.60 $3,471.00 $36,124.35 YTD Oshtemo 131 83 116 67 397 YTD Revenue $56,809.75 $14,399.00 $22,097.35 $10,722.00 $104,028.10 Cooper 12 16 12 2 42 Revenue $4,183.00 $2,613.00 $1,362.00 $422.00 $8,580.00 YTD Cooper 40 43 35 9 127 YTD Revenue $14,359.00 $8,110.00 $5,034.00 $1,366.00 $28,869.00 Total Permits 67 41 53 22 183 Total Revenue $23,041.75 $8,022.00 $9,747.60 $3,893.00 $44,704.35 YTD Total Permits 171 126 151 76 524 YTD Total Revenue $71,168.75 $22,509.00 $27,131.35 $12,088.00 $132,897.10 Building Electrical Mechanical Plumbing Totals Oshtemo Inpsections 141 54 49 32 276 Cooper Inspections 41 25 14 9 89 YTD Oshtemo Inspections 410 188 228 150 976 YTD Cooper Inspections 112 56 57 29 254 Total Inspections 182 79 63 41 365 YTD Total Inspections 522 244 285 179 1230 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 4/21/2022 at 9:41 AM I:\Board Meetings\01 TEMPLATES\Revenue & Inspections Report 2022-04-28 SMBA Board Packet | Page 24 of 69 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 04/21/2022 09:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 1/12 User: kgibson DB: Smba POST DATES 03/21/2022 – 04/21/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 05/20/2022 N 33.99 SEATTLE WA, 98124-5184 / / 0.0000 Y 0.00 1957 PO BOX 035184 04/21/2022 N 33.99 AMAZON AMAZON CAPITAL SERVICES 04/21/2022 1FTF-YKG6-FKCQ SWBA SUPPLIES 569-273-72700 VERTICAL LAPTOP STAND FOR EL 33.99 GL NUMBER DESCRIPTION AMOUNT Paid 05/19/2022 N 19.99 SEATTLE WA, 98124-5184 / / 0.0000 Y 0.00 1954 PO BOX 035184 04/20/2022 N 19.99 AMAZON AMAZON CAPITAL SERVICES 04/20/2022 1V3N-Q7WQ-3JPH SWBA SUPPLIES 569-273-72700 ANTI-FATIGUE STANDING MAT FOR EL 19.99 GL NUMBER DESCRIPTION AMOUNT Paid 05/14/2022 N 84.85 SEATTLE WA, 98124-5184 / / 0.0000 Y 0.00 1942 PO BOX 035184 04/14/2022 N 84.85 AMAZON AMAZON CAPITAL SERVICES 04/14/2022 1V6F-F9MW-NXYJ SWBA SUPPLIES 569-273-72700 ZEBRA 800033-348 YMCKOK COLOR RIBBON 2PK 84.85 VENDOR TOTAL: 138.83 GL NUMBER DESCRIPTION AMOUNT Paid 05/01/2022 N 1,705.00 SOUTH BEND IN, 46601-3311 / / 0.0000 N 0.00 1932 460 STULL ST STE 200 04/04/2022 N 1,705.00 AUNALYTICS AUNALYTICS, INC 04/04/2022 29960668 SWBA CLOUD HOSTING SERVICES MMM YYYY 569-273-80900 IT / Infrastructure 1,705.00 VENDOR TOTAL: 1,705.00 2022-04-28 SMBA Board Packet | Page 25 of 69 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 04/21/2022 09:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 2/12 User: kgibson DB: Smba POST DATES 03/21/2022 – 04/21/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 04/14/2022 N 72.00 MILWAUKEE WI, 53288-8297 / / 0.0000 N 0.00 1941 PO BOX 88297 04/14/2022 N 72.00 HSA BASIC SALES 04/14/2022 IN2356015 SWBA SEC 125 HSA ADMIN FEE 2022-01-01 TO 202569-273-71006 HSA 72.00 VENDOR TOTAL: 72.00 GL NUMBER DESCRIPTION AMOUNT Paid 04/28/2022 N 4,221.17 DETROIT MI, 48267-4416 / / 0.0000 N 0.00 1948 PO BOX 674416 04/18/2022 N 4,221.17 BCBS BLUE CROSS BLUE SHIELD OF MICHIGAN 04/18/2022 007043238-0000 SWBA HEALTH INSURANCE JUN 2022 PREPAY 569-273-71002 Health Insurance 4,221.17 VENDOR TOTAL: 4,221.17 GL NUMBER DESCRIPTION AMOUNT Paid 03/28/2022 N 30.00 KALAMAZOO MI, 49001-4806 03/28/2022 0.0000 N 0.00 1924 3414 LOVERS LN STE B 03/28/2022 N 0.00 MISC Character Exteriors 03/28/2022 00035231 SWBA BD Payment Refund 569-272-49100 06. Re-Roofing 30.00 VENDOR TOTAL: 30.00 GL NUMBER DESCRIPTION AMOUNT Paid 03/21/2022 N 230.00 MADISON HEIGHTS MI, 48071-0913 / / 0.0000 N 0.00 1922 PO BOX 71913 03/21/2022 N 230.00 COCM COCM 03/21/2022 2022-03-21-4 SWBA 2022 SPRING CONFERENCE REGISTRATION 569-273-71103 Education / Membership Dues 230.00 VENDOR TOTAL: 230.00 2022-04-28 SMBA Board Packet | Page 26 of 69 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 04/21/2022 09:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 3/12 User: kgibson DB: Smba POST DATES 03/21/2022 – 04/21/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 05/17/2022 N 500.00 BRIGHTON MI, 48114 / / 0.0000 N 0.00 1952 9032 ROSEMARY LN 04/19/2022 N 500.00 CSC CODE SAVVY CONSULTANTS LLC 04/19/2022 1968 SWBA FA PLAN REVIEW PE22-05-0045 7275 W MAIN 569-273-80500 Plan Review 500.00 VENDOR TOTAL: 500.00 GL NUMBER DESCRIPTION AMOUNT Paid 03/30/2022 N 1,018.00 GRANDVILLE MI, 49418-2040 / / 0.0000 N 0.00 1927 3097 PINEDALE DR SW 03/30/2022 N 1,018.00 CODE CODE SOURCE PC 03/30/2022 114120.3 SWBA INTERIOR REVIEWS FOR PB22-05-0126 2280 569-273-80500 BUILDING INTERIOR 514.00 569-273-80500 ENERGY CODE INTERIOR 72.00 569-273-80500 ELECTRICAL INTERIOR 144.00 569-273-80500 MECHANICAL INTERIOR 144.00 569-273-80500 PLUMBING INTERIOR 144.00 1,018.00 VENDOR TOTAL: 1,018.00 GL NUMBER DESCRIPTION AMOUNT Paid 03/28/2022 N 2.35 KALAMAZOO MI, 49006-2658 / / 0.0000 N 0.00 1925 927 PICCADILLY RD 03/28/2022 N 2.35 EOROPEZA ELVIRA OROPEZA 03/28/2022 2022-03-28-1 SWBA REIMBURSEMENT FOR POSTAGE PAID AT POST 569-273-72800 Postage / Shipping 2.35 VENDOR TOTAL: 2.35 2022-04-28 SMBA Board Packet | Page 27 of 69 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 04/21/2022 09:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 4/12 User: kgibson DB: Smba POST DATES 03/21/2022 – 04/21/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 03/21/2022 Y 1,700.00 KALAMAZOO MI, 49009-8911 / / 0.0000 N 0.00 1919 6323 WINDDRIFT AVE 03/21/2022 N 1,700.00 GHECKMAN GARYAIRE, LLC 03/21/2022 2022-03-21-1 SWBA PLUMBING / MECHANICAL INSPECTIONS 569-273-80400 Plumbing Inspector 700.00 569-273-80300 Mechanical Inspector 1,000.00 1,700.00 GL NUMBER DESCRIPTION AMOUNT Paid 04/04/2022 Y 850.00 KALAMAZOO MI, 49009-8911 / / 0.0000 N 0.00 1929 6323 WINDDRIFT AVE 04/04/2022 N 850.00 GHECKMAN GARYAIRE, LLC 04/04/2022 2022-04-04-1 SWBA PLUMBING / MECHANICAL INSPECTIONS 569-273-80400 Plumbing Inspector 500.00 569-273-80300 Mechanical Inspector 350.00 850.00 VENDOR TOTAL: 2,550.00 GL NUMBER DESCRIPTION AMOUNT Paid 04/08/2022 N 544.57 KALAMAZOO MI, 49007-4713 / / 0.0000 N 0.00 1934 211 S ROSE ST 04/08/2022 N 544.57 GREENLEAF GREENLEAF TRUST 04/08/2022 00016807 SWBA Q1-2022 TRUSTEE AND RECORDKEEEPING FEES 569-273-71009 TRUSTEE MARKET VALUE FEE 116.57 569-273-71009 RECORDKEEPING BASE FEE 400.00 569-273-71009 RECORDKEEPING PER PARTICIPANT 28.00 544.57 VENDOR TOTAL: 544.57 2022-04-28 SMBA Board Packet | Page 28 of 69 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 04/21/2022 09:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 5/12 User: kgibson DB: Smba POST DATES 03/21/2022 – 04/21/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 03/29/2022 N 458.00 KALAMAZOO MI, 49009 03/29/2022 0.0000 N 0.00 1926 7580 N WESTNEDGE AVE 03/29/2022 N 0.00 MISC KONKEL MICHAEL 03/29/2022 00033273 SWBA BD Payment Refund 569-272-49100 01. Building Fee 258.00 569-272-62701 02. Required Inspections 200.00 458.00 VENDOR TOTAL: 458.00 GL NUMBER DESCRIPTION AMOUNT Paid 04/20/2022 N 33.95 KALAMAZOO MI, 49006-3059 / / 0.0000 N 0.00 1955 537 WEALTHY ST 04/20/2022 N 33.95 KGIBSON KYLE GIBSON 04/20/2022 2022-04-20-1 SWBA REIMBURSEMENT FOR PLASTIC TOTES 569-273-72700 Supplies 33.95 VENDOR TOTAL: 33.95 GL NUMBER DESCRIPTION AMOUNT Paid 04/20/2022 N 60.00 KALAMAZOO MI, 49009-5469 / / 0.0000 N 0.00 1956 2615 W F AVE 04/20/2022 N 60.00 LSTEHOUWER LARRY STEHOUWER 04/20/2022 2022-04-20-2 SWBA BOARD MEETING ATTENDANCE Q1-2022 569-273-70204 2022-01-27 30.00 569-273-70204 2022-02-24 30.00 60.00 VENDOR TOTAL: 60.00 2022-04-28 SMBA Board Packet | Page 29 of 69 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 04/21/2022 09:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 6/12 User: kgibson DB: Smba POST DATES 03/21/2022 – 04/21/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 04/19/2022 N 50.00 KALAMAZOO MI, 49001 04/19/2022 0.0000 N 0.00 1953 918 JASPER ST 04/19/2022 N 0.00 MISC Mark Premer 04/19/2022 00035307 SWBA BD Payment Refund 569-272-49100 01. Building Fee 50.00 VENDOR TOTAL: 50.00 GL NUMBER DESCRIPTION AMOUNT Paid 04/22/2022 N 1,109.88 KALAMAZOO MI, 49009-1332 / / 0.0000 N 0.00 1933 811 S DRAKE RD 04/04/2022 N 1,109.88 VISA MERCANTILE VISA 04/04/2022 2022-04-04-5 SWBA VISA BILL MAR 2022 569-273-86000 GAS 293.03 569-273-86000 CAR WASH MONTHLY SUBSCRIPTION 29.99 569-273-80901 COGNITO FORMS SUBSCRIPTION 131.00 569-273-80900 SITEGROUND WEB HOSTING RENEWAL 299.88 569-273-72700 LOWES / DOOR BUZZER SUPPLIES 23.56 569-273-72800 POSTAGE / SHIPPING 26.51 569-273-72700 SHUBEE SHOE COVERS 76.91 569-273-71103 KYLE GIBSON SHRM MEMBERSHIP RENEWAL 229.00 1,109.88 VENDOR TOTAL: 1,109.88 GL NUMBER DESCRIPTION AMOUNT Paid 04/12/2022 Y 1,292.50 DETROIT MI, 48264-0348 / / 0.0000 N 0.00 1938 PO DRAWER 640348 04/12/2022 N 1,292.50 MILLER CAN MILLER CANFIELD PADDOCK & STONE PLC 04/12/2022 1556571 SWBA SERVICES RENDERED THROUGH 2022-03-31 RE 569-273-80800 Legal Fees 1,292.50 VENDOR TOTAL: 1,292.50 2022-04-28 SMBA Board Packet | Page 30 of 69 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 04/21/2022 09:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 7/12 User: kgibson DB: Smba POST DATES 03/21/2022 – 04/21/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 03/21/2022 Y 950.00 COLDWATER MI, 49036-9553 / / 0.0000 N 0.00 1920 426 SARAH LN 03/21/2022 N 950.00 TTHATCHER MP SERVICES LLC 03/21/2022 2022-03-21-2 SWBA MECHANICAL / PLUMBING INSPECTIONS 569-273-80300 Mechanical Inspector 450.00 569-273-80400 Plumbing Inspector 500.00 950.00 GL NUMBER DESCRIPTION AMOUNT Paid 04/04/2022 Y 1,650.00 COLDWATER MI, 49036-9553 / / 0.0000 N 0.00 1930 426 SARAH LN 04/04/2022 N 1,650.00 TTHATCHER MP SERVICES LLC 04/04/2022 2022-04-04-2 SWBA MECHANICAL / PLUMBING INSPECTIONS 569-273-80300 Mechanical Inspector 1,100.00 569-273-80400 Plumbing Inspector 550.00 1,650.00 GL NUMBER DESCRIPTION AMOUNT Paid 04/18/2022 Y 1,750.00 COLDWATER MI, 49036-9553 / / 0.0000 N 0.00 1944 426 SARAH LN 04/18/2022 N 1,750.00 TTHATCHER MP SERVICES LLC 04/18/2022 2022-04-18-1 SWBA MECHANICAL / PLUMBING INSPECTIONS 569-273-80300 Mechanical Inspector 1,100.00 569-273-80400 Plumbing Inspector 650.00 1,750.00 VENDOR TOTAL: 4,350.00 2022-04-28 SMBA Board Packet | Page 31 of 69 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 04/21/2022 09:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 8/12 User: kgibson DB: Smba POST DATES 03/21/2022 – 04/21/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 05/01/2022 N 14.18 CINCINNATI OH, 45263-3301 / / 0.0000 N 0.00 1946 PO BOX 633301 04/18/2022 N 14.18 OFFICE DEP OFFICE DEPOT 04/18/2022 236517717001 SWBA OFFICE SUPPLIES 569-273-72700 POST-IT TAPE 14.18 GL NUMBER DESCRIPTION AMOUNT Paid 05/01/2022 N 49.99 CINCINNATI OH, 45263-3301 / / 0.0000 N 0.00 1947 PO BOX 633301 04/18/2022 N 49.99 OFFICE DEP OFFICE DEPOT 04/18/2022 238042834001 SWBA OFFICE SUPPLIES 569-273-97100 LOGI MK470 KEYBOARD & MOUSE FOR EL 49.99 VENDOR TOTAL: 64.17 GL NUMBER DESCRIPTION AMOUNT Paid 04/13/2022 N 1,065.00 KALAMAZOO MI, 49009-8210 / / 0.0000 N 0.00 1940 7275 W MAIN ST 04/13/2022 N 1,065.00 OSHTEMO OSHTEMO TOWNSHIP 04/13/2022 10156 SWBA LEGAL FEES 2022-Q1 569-273-80800 Legal Fees 1,065.00 VENDOR TOTAL: 1,065.00 2022-04-28 SMBA Board Packet | Page 32 of 69 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 04/21/2022 09:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 9/12 User: kgibson DB: Smba POST DATES 03/21/2022 – 04/21/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 04/19/2022 N 112.00 MOORESVILLE NC, 28115 04/19/2022 0.0000 N 0.00 1949 919 N MAIN ST 04/19/2022 N 0.00 MISC Power Home Solar LLC 04/19/2022 00033861 SWBA BD Payment Refund 569-272-49100 01. Building Fee 112.00 GL NUMBER DESCRIPTION AMOUNT Paid 04/19/2022 N 252.00 MOORESVILLE NC, 28115 04/19/2022 0.0000 N 0.00 1950 919 N MAIN ST 04/19/2022 N 0.00 MISC Power Home Solar LLC 04/19/2022 00033862 SWBA BD Payment Refund 569-272-49100 01. Building Fee 252.00 GL NUMBER DESCRIPTION AMOUNT Paid 04/19/2022 N 95.00 MOORESVILLE NC, 28115 04/19/2022 0.0000 N 0.00 1951 919 N MAIN ST 04/19/2022 N 0.00 MISC Power Home Solar LLC 04/19/2022 00033863 SWBA BD Payment Refund 569-272-49200 16. Solar Panel Installations 10.00 569-272-49200 03. Circuits 35.00 569-272-62702 30. Inspection – Final 50.00 95.00 VENDOR TOTAL: 459.00 2022-04-28 SMBA Board Packet | Page 33 of 69 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 04/21/2022 09:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 10/12 User: kgibson DB: Smba POST DATES 03/21/2022 – 04/21/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 03/21/2022 Y 500.00 VAN BUREN TWP MI, 48111-1677 / / 0.0000 N 0.00 1923 9593 REVERE DR 03/21/2022 N 500.00 REDMOND REDMOND ENGINEERING & DESIGN 03/21/2022 21-028-001 SWBA FS REVIEW FOR FLAVOR SUM SERVER ROOM PM569-273-80500 Plan Review 500.00 GL NUMBER DESCRIPTION AMOUNT Paid 04/12/2022 Y 500.00 VAN BUREN TWP MI, 48111-1677 / / 0.0000 N 0.00 1936 9593 REVERE DR 04/12/2022 N 500.00 REDMOND REDMOND ENGINEERING & DESIGN 04/12/2022 22-008-001 SWBA FS REVIEW PM22-05-0078 3112 S 9TH ST JA569-273-80500 Plan Review 500.00 VENDOR TOTAL: 1,000.00 GL NUMBER DESCRIPTION AMOUNT Paid 04/11/2022 N 223.43 CHICAGO IL, 60680-2815 / / 0.0000 N 0.00 1935 PO BOX 802815 04/12/2022 N 223.43 RICOH RICOH 04/12/2022 5064286296 SWBA Q2-2022 CONTRACT # 5137948 569-273-95600 MPCW2201SP BASE 2022-04-01 TO 2022-06-30 210.00 569-273-95600 MPCW2201SP COLOR READ 13.43 223.43 VENDOR TOTAL: 223.43 GL NUMBER DESCRIPTION AMOUNT Paid 04/12/2022 N 155.00 PORTAGE MI, 49002-0507 / / 0.0000 N 0.00 1937 246 E KILGORE RD 04/12/2022 N 155.00 SIEGFRIED SIEGFRIED CRANDALL PC 04/12/2022 108947 SWBA ACCOUNTING SERVICES MAR 2022 569-273-80700 Accounting / Audit Fees 155.00 VENDOR TOTAL: 155.00 2022-04-28 SMBA Board Packet | Page 34 of 69 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 04/21/2022 09:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 11/12 User: kgibson DB: Smba POST DATES 03/21/2022 – 04/21/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 05/01/2022 N 155.21 PHILADELPHIA PA, 19170-0001 / / 0.0000 N 0.00 1943 PO BOX 7247-0381 04/15/2022 N 155.21 SUN LIFE SUN LIFE FINANCIAL 04/15/2022 247757 SWBA LIFE INSURANCE MAY 2022 569-273-71003 Disability / Life Insurance 155.21 VENDOR TOTAL: 155.21 GL NUMBER DESCRIPTION AMOUNT Paid 04/28/2022 N 143.36 CHICAGO IL, 60677-8000 / / 0.0000 N 0.00 1939 8020 SOLUTIONS CTR 04/13/2022 N 143.36 TELNET TELNET WORLDWIDE 04/13/2022 244535 SWBA PHONE APR 2022 569-273-85000 Telephone 143.36 VENDOR TOTAL: 143.36 GL NUMBER DESCRIPTION AMOUNT Paid 04/14/2022 N 51.00 CINCINNATI OH, 45274-2596 / / 0.0000 N 0.00 1928 PO BOX 742596 03/31/2022 N 51.00 TMOBILE T-MOBILE 03/31/2022 977195739 SWBA MOBILE HOTSPOT USAGE MAR 2022 569-273-80900 IT / Infrastructure 51.00 VENDOR TOTAL: 51.00 2022-04-28 SMBA Board Packet | Page 35 of 69 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 04/21/2022 09:43 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 12/12 User: kgibson DB: Smba POST DATES 03/21/2022 – 04/21/2022 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 03/21/2022 Y 700.00 MATTAWAN MI, 49071-9746 / / 0.0000 N 0.00 1921 38159 24TH ST 03/21/2022 N 700.00 WWILCOX WILLIAM WILCOX 03/21/2022 2022-03-21-3 SWBA ELECTRICAL INSPECTIONS 569-273-80200 Electrical Inspector 650.00 569-273-80500 Plan Review 50.00 700.00 GL NUMBER DESCRIPTION AMOUNT Paid 04/04/2022 Y 2,000.00 MATTAWAN MI, 49071-9746 / / 0.0000 N 0.00 1931 38159 24TH ST 04/04/2022 N 2,000.00 WWILCOX WILLIAM WILCOX 04/04/2022 2022-04-04-3 SWBA ELECTRICAL INSPECTIONS 569-273-80200 Electrical Inspector 2,000.00 GL NUMBER DESCRIPTION AMOUNT Paid 04/18/2022 Y 1,250.00 MATTAWAN MI, 49071-9746 / / 0.0000 N 0.00 1945 38159 24TH ST 04/18/2022 N 1,250.00 WWILCOX WILLIAM WILCOX 04/18/2022 2022-04-18-2 SWBA ELECTRICAL INSPECTIONS 569-273-80200 Electrical Inspector 1,250.00 VENDOR TOTAL: 3,950.00 TOTAL – ALL VENDORS: 25,632.42 2022-04-28 SMBA Board Packet | Page 36 of 69 Fund Item Amount 04/21/2022 09:44 AM Page 1 of 1 For Journal Entries with Post Dates Between 03/21/2022 and 04/21/2022 Journal Totals By Fund Report Total Payroll: 24,000.66 Net Payment: 15,032.12 Gross Payment: 20,860.33 569 Pay Codes Amount BEREAVEMENT 606.11 HOURLY 6,644.17 OPT-OUT 502.62 OVERTIME 48.86 PHONE 145.45 PTO 206.35 SALARY 6,878.56 Pay Code Totals: 15,032.12 Deductions Amount FITW 1,143.14 HSA_EE 600.00 MEDICARE_EE 291.59 PENSION_EE_PRE 179.46 PENSION_EE_ROTH 1,468.19 SITW 898.99 SOCSEC_EE 1,246.84 Deduction Totals: 5,828.21 Expenses Amount MEDICARE_ER 291.59 PENSION_ER 800.95 PENSION_ER_MTCH 800.95 SOCSEC_ER 1,246.84 Expense Totals: 3,140.33 2022-04-28 SMBA Board Packet | Page 37 of 69 04/21/2022 09:45 AM REVENUE AND EXPENDITURE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 1/2 User: kgibson DB: Smba PERIOD ENDING 04/30/2022 % Fiscal Year Completed: 32.88 % BDGT USED AVAILABLE BALANCE ACTIVITY FOR MONTH 04/30/2022 YTD BALANCE 04/30/2022 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 46,659.00 5,192.00 153,341.00 23.33 569-272-49200 Electrical Permits 50,000.00 11,628.00 2,942.00 38,372.00 23.26 569-272-49300 Mechanical Permits 50,000.00 13,158.35 1,879.00 36,841.65 26.32 569-272-49400 Plumbing Permits 25,000.00 4,526.00 382.00 20,474.00 18.10 569-272-60701 FOIA Fees 500.00 162.80 46.20 337.20 32.56 569-272-62600 Building Services to Others 0.00 0.00 0.00 0.00 0.00 569-272-62701 Building Inspections 85,000.00 16,330.00 2,280.00 68,670.00 19.21 569-272-62702 Electrical Inspections 40,000.00 11,750.00 2,050.00 28,250.00 29.38 569-272-62703 Mechanical Inspections 45,000.00 11,180.00 2,030.00 33,820.00 24.84 569-272-62704 Plumbing Inspections 35,000.00 7,700.00 800.00 27,300.00 22.00 569-272-63000 Plan Review 70,000.00 7,863.75 3,113.75 62,136.25 11.23 569-272-66300 Bond Forfeitures and Bond Costs 0.00 0.00 0.00 0.00 0.00 569-272-66500 Interest on Investments 1,100.00 283.72 0.00 816.28 25.79 569-272-67300 Gain/Loss on Sale of Assets 0.00 0.00 0.00 0.00 0.00 569-272-67500 Miscellaneous 1,100.00 (497.00) 97.00 1,597.00 (45.18) Total Dept 272 – Revenue Accounts 602,700.00 130,744.62 20,811.95 471,955.38 21.69 TOTAL REVENUES 602,700.00 130,744.62 20,811.95 471,955.38 21.69 Expenditures Dept 273 – Building Authority Expense Activity 569-273-70200 Salaries 176,000.00 53,221.37 13,460.56 122,778.63 30.24 569-273-70203 Building Board of Appeals 0.00 0.00 0.00 0.00 0.00 569-273-70204 Board Member At Large Stipend 360.00 60.00 60.00 300.00 16.67 569-273-71002 Health Insurance 51,000.00 24,685.51 4,221.17 26,314.49 48.40 569-273-71003 Disability / Life Insurance 2,160.00 792.39 155.21 1,367.61 36.68 569-273-71004 Work Comp Insurance 2,200.00 1,395.00 0.00 805.00 63.41 569-273-71005 Payroll Taxes – FICA 13,464.00 4,076.53 1,030.99 9,387.47 30.28 569-273-71006 HSA 7,270.00 7,257.00 72.00 13.00 99.82 569-273-71009 Pension Plan 14,080.00 4,784.51 1,616.49 9,295.49 33.98 569-273-71101 In Lieu of Insurance 5,420.00 1,666.72 416.68 3,753.28 30.75 569-273-71102 Clothing Allowance 1,500.00 264.00 0.00 1,236.00 17.60 569-273-71103 Education / Membership Dues 3,500.00 1,524.00 229.00 1,976.00 43.54 569-273-72700 Supplies 4,500.00 415.00 287.43 4,085.00 9.22 569-273-72800 Postage / Shipping 2,750.00 513.37 26.51 2,236.63 18.67 569-273-72900 General Insurance 9,400.00 8,818.00 0.00 582.00 93.81 569-273-80100 Building Inspector 10,000.00 250.00 0.00 9,750.00 2.50 569-273-80200 Electrical Inspector 40,000.00 11,100.00 3,250.00 28,900.00 27.75 569-273-80300 Mechanical Inspector 45,000.00 13,050.00 2,550.00 31,950.00 29.00 569-273-80400 Plumbing Inspector 35,000.00 8,400.00 1,700.00 26,600.00 24.00 569-273-80500 Plan Review 70,000.00 7,046.75 1,000.00 62,953.25 10.07 569-273-80600 Consultants 0.00 0.00 0.00 0.00 0.00 569-273-80700 Accounting / Audit Fees 10,500.00 910.00 155.00 9,590.00 8.67 569-273-80800 Legal Fees 5,000.00 2,454.50 2,357.50 2,545.50 49.09 569-273-80900 IT / Infrastructure 22,500.00 8,988.28 2,004.88 13,511.72 39.95 569-273-80901 IT / Software 14,000.00 2,356.00 131.00 11,644.00 16.83 2022-04-28 SMBA Board Packet | Page 38 of 69 04/21/2022 09:45 AM REVENUE AND EXPENDITURE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 2/2 User: kgibson DB: Smba PERIOD ENDING 04/30/2022 % Fiscal Year Completed: 32.88 % BDGT USED AVAILABLE BALANCE ACTIVITY FOR MONTH 04/30/2022 YTD BALANCE 04/30/2022 2022 GL NUMBER DESCRIPTION AMENDED BUDGET Fund 569 – Building Authority Expenditures 569-273-80902 IT / Support 500.00 185.00 0.00 315.00 37.00 569-273-85000 Telephone 4,260.00 1,144.22 293.36 3,115.78 26.86 569-273-86000 Vehicle Gas / Maintenance 3,000.00 751.00 323.02 2,249.00 25.03 569-273-86100 Mileage 500.00 52.48 0.00 447.52 10.50 569-273-94000 Facility Rent 22,000.00 22,000.00 0.00 0.00 100.00 569-273-95500 Miscellaneous 0.00 (296.05) 0.00 296.05 100.00 569-273-95600 Equipment / Maintenance 2,000.00 698.44 223.43 1,301.56 34.92 569-273-96401 Refund of Overpayment 0.00 0.00 0.00 0.00 0.00 569-273-96500 Bank Service Charges 660.00 105.55 0.00 554.45 15.99 569-273-96800 Depreciation Expense 0.00 0.00 0.00 0.00 0.00 569-273-97100 Capital Outlay 5,650.00 2,304.56 49.99 3,345.44 40.79 569-273-97200 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 584,174.00 190,974.13 35,614.22 393,199.87 32.69 TOTAL EXPENDITURES 584,174.00 190,974.13 35,614.22 393,199.87 32.69 NET OF REVENUES & EXPENDITURES 18,526.00 (60,229.51) (14,802.27) 78,755.51 325.11 TOTAL EXPENDITURES 584,174.00 190,974.13 35,614.22 393,199.87 32.69 TOTAL REVENUES 602,700.00 130,744.62 20,811.95 471,955.38 21.69 Fund 569 – Building Authority: NET OF REVENUES & EXPENDITURES 18,526.00 (60,229.51) (14,802.27) 78,755.51 325.11 TOTAL EXPENDITURES – ALL FUNDS 584,174.00 190,974.13 35,614.22 393,199.87 32.69 TOTAL REVENUES – ALL FUNDS 602,700.00 130,744.62 20,811.95 471,955.38 21.69 2022-04-28 SMBA Board Packet | Page 39 of 69 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 $625,317.91 $612,116.01 $617,783.73 $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 4/21/2022 at 9:41 AM I:\Board Meetings\01 TEMPLATES\Revenue & Inspections Report 2022-04-28 SMBA Board Packet | Page 40 of 69 Financial Institution Instrument Type Account # (Last 4) Purchase Date Term Current Maturity Date Action On Maturity Principal Current Balance Total ROI% Current Published Annual Rate Original Published Annual Rate Advia Credit Union Certificate of Deposit 0050 2019-11-05 12 Months 2022-09-05 Auto-Renew $ 150,000.00 $ 153,254.83 2.170% 0.349% 2.129% $ 150,000.00 $ 153,254.83 2.170% Southwest Michigan Building Authority Treasurer’s Annual End of Year Investment Report for Fiscal Year 2021 Values Current as of 2022-03-15 Totals 2022-04-28 SMBA Board Packet | Page 41 of 69 Page 1 of 1 Southwest Michigan Building Authority Board of Directors Meeting Agenda Item Request / Cover Sheet For Meeting Date 4/28/2022 Subject Consideration of Construction Board of Appeals Draft Bylaws Submitted By Office Manager Kyle Gibson Assigned Item # 05A Is board action required? ☐ Yes ☑ No Background Information / Request: With the assistance of Law Clerk Emily Westervelt and Attorney Jim Porter, the draft bylaws of the Construction Board of Appeals have been completed and are presented for the Board’s review. The SMBA Board does not have the authority to adopt these bylaws, but may recommend them for adoption to the Construction Board of Appeals at a meeting of that Board. Implications / Financial Impact: N/A List / Describe Any Supporting Documents: 05A1 Draft Bylaws of the Southwest Michigan Building Authority Construction Board of Appeals : Draft bylaws. 05A2 Draft Construction Board of Appeals Appeal Hearing Request Application : Revised application form. Suggested Motion: N/A 2022-04-28 SMBA Board Packet | Page 42 of 69 Page 1 of 7 BYLAWS OF THE SOUTHWEST MICHIGAN BUILDING AUTHORITY CONSTRUCTION BOARD OF APPEALS ARTICLE I- NAME The name of the Board shall be the Southwest Michigan Building Authority Construction Board of Appeals, the “Board”. ARTICLE II- PURPOSE AND DUTIES The purpose and duties of the Board shall be those prescribed for the Board of Appeals in MCL 125.1514 of the State Construction Code Act (PA 230 of 1972). ARTICLE III – MEMBERS, OFFICERS, AND DUTIES Section 1- Members. The Board shall consist of five (5) voting members, who are qualified to serve (as proscribed in MCL 125.1514 and the ordinance(s) of any participating governmental unit) and a non-voting Chairperson. The term of service of for the voting members shall be two (2) years and until a qualified successor is appointed. Voting members shall be appointed by the Chairperson of the Southwest Michigan Building Authority Board. Section 2- Officers. The Southwest Michigan Building Authority Board’s Secretary shall server as the Board Chair and Secretary to organize, facilitate, and record minutes for such meetings as are duly noticed by the Board. The Board shall elect a Vice Chair to serve as an Officers of the Board. The election of the Vice Chair shall be held at the first meeting of the Board. Nominations shall be made from the floor at the meeting, and voting may be by voice vote. The candidate receiving a majority vote of the members of the Board shall be declared elected. Section 3- Duties. The Chair shall preside over all meetings of the Board and carry out other such duties as defined by these Bylaws. The Vice Chair shall assume the responsibilities and perform the duties of the Chair if the Chair is absent or otherwise unavailable to perform their designated duties. Section 4- Attendance at Meetings and Vacancies. A Board member’s nonattendance at three (3) consecutive Board meeting shall automatically create a vacancy without further action. The 2022-04-28 SMBA Board Packet | Page 43 of 69 Page 2 of 7 Southwest Michigan Building Authority may grant a member a leave of absence not to exceed one hundred and twenty (120) days. If a member position becomes vacant for any reason during the course of the member’s term, the vacancy shall be filled by appointment by the Chair of the Southwest Michigan Building Authority Board (with the consent of the Construction Board of Appeals by majority vote). If the Vice Chair position becomes vacant, a new election to replace them shall be held as soon as a new Board member is installed. ARTICLE IV- MEETING AND HEARING SCHEDULE; NOTIFICATION Section 1- Meetings. The Board shall not hold regular meetings and shall only convene upon request for an appeal hearing or special meeting request. Special meetings of the Board may be called by action of the Board. Special meetings may also be called by the Building Official, if so directed by the Chair, by any member of the Board in writing, or at the request of the Southwest Michigan Building Authority Board. Notification of all meetings of the Board shall comply with the Michigan Open Meetings Act, PA 267 of 1976, as amended. Notice of a special meeting shall be provided to each member of the Board at least twenty-four (24) hours in advance of the meeting and shall include the purpose of the meeting. The notice shall also be posted at the Southwest Michigan Building Authority office, the office of all participating local units of government, the intended place of the meeting, and online at least eighteen (18) hours in advance of the meeting. Section 2- Meeting and Hearing Notifications. A meetings to hear an appeal shall be held, and a decision rendered, within thirty (30) days after the receipt of an application for appeal in compliance with MCL 125.1514(1). Notification of any special meeting or hearing shall comply with the requirements of the Michigan Open Meetings Act, PA 267 of 1976, as amended, and shall be posted at the Southwest Michigan Building Authority office, and the office of all participating local units of government, and online at least eighteen (18) hours in advance of the meeting. All notifications to members of the Board shall be via email. Section 3- Meeting Cancellation. The Building Official, with approval of the Chair, may cancel a regular or special meeting of the Board if there is no business to conduct or if it is known that a quorum will not be present at the meeting. Notice of such cancellation shall be provided to each 2022-04-28 SMBA Board Packet | Page 44 of 69 Page 3 of 7 member of the Board and shall be posted at the Southwest Michigan Building Authority office, the intended place of the meeting, and online. ARTICLE V- MEETING PROCEDURES Section 1- Quorum. A quorum, for the purposes of conducting any business at a Board meeting shall consist of a simple majority of voting member seats. The Board Chair shall not have the right to vote upon decisions before the Board and shall not be counted as a member when determining whether a quorum exists. Section 2- Voting. The concurring vote of a simple majority of the voting members of the Board who are present shall be necessary to reverse, or modify, any administrative order, requirement, decision, or determination made by the Building Official in enforcing the Michigan Building Code. When a quorum is present, all other actions may be taken by a vote of a majority of the voting members present unless otherwise required by state or local statute. Each voting member of the Board shall vote on each question before the Board, unless excused from participating by a vote of the Board when a conflict of interest occurs, or as prohibited by the Michigan Open Meetings Act. Section 3- Conflict of Interest. A member who has a direct conflict of interest of more than a de minimis nature (as defined by MCL 15.322, 15.323, 15.323a, and 15.324) in any matter before the Board shall disclose that interest prior to the Board taking any action with respect to the matter. This disclosure shall become part of the record of the Board’s official proceedings. Any member making such disclosure shall, with the approval of the Board, refrain from participating in the Board’s decision-making process relative to such mater, (including all discussions, motions made, and votes taken) unless required by law. Section 4- Agendas. An agenda for each meeting shall be prepared by the Chair, as Secretary, using a format approved by the Board. For regular meetings, the agenda shall be emailed to the members of the Board and the appellant, and posted at the Southwest Michigan Building Authority office, and the office of all participating local units of government, the intended place of the meeting, and online at least five (5) days before the meeting. For special meetings, the agenda shall 2022-04-28 SMBA Board Packet | Page 45 of 69 Page 4 of 7 be provided to the Board and posted at the Southwest Michigan Building Authority office, and the office of all participating local units of government, the intended place of the meeting, and online at least eighteen (18) hours before the meeting. The Board shall approve the agenda at each meeting and may act to add or delete items from the agenda or to rearrange the order of items on the agenda. Section 5- Agenda Materials. Non-exempt written materials shall include all public records and written materials which are subject to public disclosure under the Michigan Freedom of Information Act, 1976 PA 442 (MCL 15.231, et seq.). Copies of all non-exempt written materials available to the Secretary or Building Official at the time the agenda is emailed shall be transmitted with the agenda to the Board members and the appellant. Copies of all non-exempt written materials available to the Secretary shall also be available for inspection at the Southwest Michigan Building Authority office in advance of the meeting and shall be available at the meeting. Section 6- Open and Closed Meetings. All meetings of the Board shall be open to the public in accordance with the Michigan Open Meetings Act, PA 267 of 1976, as amended, and appropriate records made thereof. Upon a roll call vote of at least 2/3 of the members of the Board, and in compliance with the requirements of Section 15.267, the Board may meet in closed session for the purposes listed in Section 15.268 of the Act. Section 7- Public Participation. All persons shall be provided the opportunity to address the Board on any issue of interest at each meeting. Such opportunity may be limited to all prescribed times on the agenda, and to ensure that equal opportunity is proved to all persons present to address the Board, the Chair may limit the time each person is allowed to speak before the Board on any issue and may limited members of the public to prescribed times on the agenda. Section 8- Content and Publication of Meeting Minutes; Public Records. The Chair, as Secretary, shall record and publish minutes of the proceedings of each regular and special Board meeting as required under Section 15.269 of the Michigan Open Meetings Act. A copy of the proposed minutes shall be transmitted to the Board with the agenda for its next meeting, or within fifteen (15) days of the decision. The Board shall approve the minutes, with necessary corrections, 2022-04-28 SMBA Board Packet | Page 46 of 69 Page 5 of 7 at its next meeting and publish a copy of the corrected and approved minutes in compliance with MCL 15.269(3). The approved meeting minutes shall serve as the official public record of the Board’s actions. The Chair, as Secretary, shall maintain the approved meeting minutes and other public records of the Board as required. The minutes and public records shall be available for public inspection in accordance with the requirements of the Michigan Freedom of Information Act, 1976 PA 442 (MCL 15.231, et seq.), as amended. ARTICLE V- APPEALS UNDER THE STATE CONSTRUCTION CODE Section 1- Submission. Appeals shall be submitted to the Chair, as Secretary, on an appeal hearing request application form approved by the Board. The appeal must be accompanied by the required filing fee(s). Written documents, plans, photographs, or other materials may also be submitted in support of the appeal. Section 2- Filing Deadlines. In order to schedule the required public hearing, an appeal must be submitted at least fourteen (14) days in advance of the requested meeting date and must be called to allow the hearing to take place within thirty (30) days from the date of the request. An appeal seeking to reverse, or modify, any order, requirement, decision, or determination of the Building Official shall be filed within twenty (20) days of the issuance of such an order, requirement, decision, or determination. Section 3- Notice of Appeal. Upon receipt of an appeal request application, the Chair, as Secretary, shall prepare a notice of appeal that identifies (1) the name of the Board, its telephone number, and address; (2) the appellant and/or the property in question, (3) the date, time, and place at which the Board will hold the public hearing; (4) the subject of the appeal (including reference to any applicable code sections or statutes); (5) a statement of the legal authority and jurisdiction under which the hearing will be held; and (6) a short statement of the matter(s) and the action(s) that could result from the hearing. The Chair, as Secretary, or the Building Official may also prepare background information, technical analysis, or other information regarding the appeal to assist the Board in its deliberations. 2022-04-28 SMBA Board Packet | Page 47 of 69 Page 6 of 7 Section 4- Public Notification. The Chair, as Secretary, shall publish the notice of appeal hearing in accordance with the requirements of the Michigan Open Meetings Act, PA 267 of 1976, as amended. Section 5- Public Hearing. All appeals taken to the Board shall be considered by the Board at a public hearing. At the hearing, a party may appear in person or by authorized agent. The appellant will first be provided the opportunity to explain and defend the appeal. The Board may ask questions of the appellant. The Building Official, at the direction of the Chair, will present the Board’s response to the appeal. All interested persons will be permitted to address the Board on the appeal. The appellant will be provided the opportunity to respond to questions or concerns raised by others. The Chair, as Secretary, will maintain the official record of the hearing including all notices, pleadings; questions, objections, and rulings; evidence presented and the findings thereon; and the decisions and reason(s) for the decision(s). Section 6- Board Action. Following the public comment, the Board shall close the public hearing, deliberate, and take action on the appeal. The Board may act at the same meeting, or it may defer action to a subsequent meeting. The Board shall act on the appeal within a reasonable time not to exceed thirty (30) days after the appeal request unless a further time is agreed upon with the parties concerned. Section 7- Notification of Action. Within five (5) business days of the Board’s action, the Secretary shall send notice of the Board’s determination to the appellant electronically. The notice shall specify the action taken by the Board, including any conditions that may have been imposed, and the expiration date of any approval. Copies of the notice shall be promptly filed with the Southwest Michigan Building Authority and the applicable participating local unit(s) of government. Section 8- Reconsideration of a Board Action. A denied appeal may only be appealed to the State Construction Commission in accordance with the State Construction Code Act (PA 230 of 1972), as amended. Such appeals must be made within ten (10) business days of the filing of the 2022-04-28 SMBA Board Packet | Page 48 of 69 Page 7 of 7 Board’s decision (or at any time before the filing of the decision where the Board failed to act within the prescribed time). ARTICLE VI- AMENDMENTS OF BYLAWS These Bylaws may be amended at a regular meeting of the Board on an affirmative vote of at least three (3) voting members of the Board, provided that the proposed amendment has first been submitted to the Board in writing at a previous meeting. ARTICLE VII- FEE STRUCTURE Every appeal application shall be accompanied by the following: 1. A non-refundable application fee of five hundred dollars ($500.00). 2. A complete, signed, application for Appeal to the Construction Board of Appeals. Adopted by the Southwest Michigan Building Authority Construction Board of Appeals at their first meeting of ___________________, 2022 at which meeting ___ members were present. Date: _______________ _________________________________ Kyle Gibson, Chair and Secretary Southwest Michigan Building Authority Construction Board of Appeals 2022-04-28 SMBA Board Packet | Page 49 of 69 Application to Convene the Building Board of Appeals Page 1 of 4 Revised 2022‐02‐022 KG Southwest Michigan Building Authority 7275 W Main St, Kalamazoo, MI 49009 Phone: (269) 585‐4150 Email: info@swmiba.org CONSTRUCTION BOARD OF APPEALS‐ APPEAL HEARING REQUEST APPLICATION TO CONVENE THE CONSTRUCTION BOARD OF APPEALS Instructions and Application Process and Information  An appeal hearing request seeking to reverse, or modify, any order, requirement, decision, or determination of the Building Official must be filed within twenty (20) days of the issuance of such an order, requirement, decision, or determination.  An appeal hearing request for failure to grant a permit application cannot be filed until fifteen (15 ) days have passed after the completed application was submitted.  The Southwest Michigan Building Authority Construction Board of Appeals does not meet on a regular schedule. Your application must include proposed hearing dates and times that are at least 14 days (unless the appeal is based on a failure to issue a permit), but not more than 30 days, from the date of application.  A $500.00 non‐refundable application fee must be paid at the time of application.  Five (5) copies of all documentation must be submitted along with this application.  Applications without the required information and/or fee, will not be deemed received paid and/or corrected.  You will receive notice of the scheduled appeal hearing date and time and the hearing agenda at least 5 days before the scheduled hearing.  You and/or an authorized representative/interested party will be able to present evidence at the appeal hearing.  The Board will make its decision at or after the hearing and you will receive a written notice of that decision by email within 5 business days of the hearing.  You have the right to appeal the Southwest Michigan Building Authority Construction Board of Appeals decision to the State of Michigan. If you choose to appeal the decision, your application to the state must be made within ten (10) days of the date of the decision to the address listed below, in accordance with Section 16 of 1972 PA 230. Michigan Department of Labor & Economic Growth Bureau of Construction Codes PO Box 30255 Lansing, MI 48909‐7755 517‐241‐9328 https://www.michigan.gov/bcc 1. Applicant Information Applicant Name: Company Name: Street Address: City, State, ZIP: 2022-04-28 SMBA Board Packet | Page 50 of 69 Application to Convene the Building Board of Appeals Page 2 of 4 Revised 2022‐02‐022 KG Phone: Email: Applicant Is (Select One): ☐ Property Owner ☐ Contractor ☐ Architect ☐ Engineer 2. Job Information Property Owner Name: Property Parcel Number: Street Address: City, State, ZIP: Permit Number, If Issued: Status of Job: ☐ Under Review ☐ Permit Issued, Work HAS NOT Started ☐ Permit Issued, Work HAS Started ☐ Finished ☐ Permit Application Denied 3. Appeal Information List The Specific Code Sections Being Appealed or Permit Denial Information (Use additional pages if needed): Code: Code Year: Specific Code Section: Code: Code Year: Specific Code Section: Code: Code Year: Specific Code Section: Code: Code Year: Specific Code Section: Permit Denial: Describe the nature of the appeal (Use additional pages if needed): This section should include or explain: ‐ Your reason(s) for the request; and ‐ Why you feel the code section(s) have been interpreted incorrectly; and ‐ An explanation of your solution to provide an equal or better means of compliance; or ‐ The reason why you feel the code section(s) do not apply in your case. Supporting Documentation (Describe any supporting documentation being submitting with this application): 2022-04-28 SMBA Board Packet | Page 51 of 69 Application to Convene the Building Board of Appeals Page 3 of 4 Revised 2022‐02‐022 KG 4. Proposed Hearing Dates and Times Provide at least three dates and times when you are available for the requested hearing. The Construction Board of Appeals will make every effort to schedule the hearing on one of the proposed dates. 1st Date/Time Preference: 2nd Date/Time Preference: 3rd Date/Time Preference: 45. Additional Interested Parties Requiring Notice of Hearing If additional interested parties exist (e.g., property owner, contractor, etc.) regarding this appeal who will give evidence at the appeal hearing, please provide their contact information: Name: Address: Email/Phone: Name: Address: Email/Phone: Name: Address: Email/Phone: 6. Signature By signing this application, I, ________________________________(Print Applicant Name), the undersigned, swear and confirm that the content of this application and all supporting documentation is true and complete to the best of my knowledge. I understand that an application fee must be paid to SMBA before the Board will be called. I certify that I am authorized to submit this claim as a related party or on behalf of the property owner. I certify that I am or have been made aware of the appeals process by virtue of reading this document or speaking with a SMBA representative. I acknowledge that the application fee paid to SMBA is non‐refundable, regardless of the Board’s decision on this matter or my decision to withdraw this application at a later date. Applicant Signature Date of Signing 5. Application Process and Information  A $500.00 non‐refundable application fee must be paid at the time of application.  Five (5) copies of all documentation must be submitted along with this application.  You have the right to appeal the Southwest Michigan Building Authority Construction Board of Appeals decision to the State of Michigan. If you choose to appeal the decision, your application to the state must be made within ten (10) days of the date of the decision to the address listed below, in accordance with Section 16 of 1972 PA 230. o Michigan Department of Labor & Economic Growth Bureau of Construction Codes PO Box 30255 Lansing, MI 48909‐7755 o 517‐241‐9328 o https://www.michigan.gov/bcc 2022-04-28 SMBA Board Packet | Page 52 of 69 Application to Convene the Building Board of Appeals Page 4 of 4 Revised 2022‐02‐022 KG  The Southwest Michigan Building Authority Construction Board of Appeals does not meet on a regular schedule. After you submit this application and pay the fee, SMBA will work with you and the board members to set a date and time for the meeting. SMBA OFFICE USE ONLY Date Received: Received By: Application Fee Receipt #: Date Supporting Docs Rec’d: Proposed Dates/Times: 1 Applicant 1☐ 2☐ 3☐ Bruce Vanderweele 1☐ 2☐ 3☐ 2 Bernie Mein 1☐ 2☐ 3☐ Robert DeHaan 1☐ 2☐ 3☐ 3 Steve Visser 1☐ 2☐ 3☐ Jeffrey Smith 1☐ 2☐ 3☐ Checklist Item: Date / Initials Public Notice: Agenda: Board Packet: Minutes: Decision Letter: 2022-04-28 SMBA Board Packet | Page 53 of 69 Page 1 of 1 Southwest Michigan Building Authority Board of Directors Meeting Agenda Item Request / Cover Sheet For Meeting Date 4/28/2022 Subject Update on Status of UL Representative Assignment – Building Official Garrett Reitenour Submitted By Office Manager Kyle Gibson Assigned Item # 05B Is board action required? ☐ Yes ☑ No Background Information / Request: Verbal report from Building Official Garrett Reitenour Implications / Financial Impact: N/A List / Describe Any Supporting Documents: N/A Suggested Motion: N/A 2022-04-28 SMBA Board Packet | Page 54 of 69 Page 1 of 1 Southwest Michigan Building Authority Board of Directors Meeting Agenda Item Request / Cover Sheet For Meeting Date 4/28/2022 Subject Consideration of Amendment to HRM-08 – Medical Insurance Taxable Opt-Out (Cash In Lieu of Insurance) Policy Submitted By Office Manager Kyle Gibson Assigned Item # 006 Is board action required? ☑ Yes ☐ No Background Information / Request: Request to amend the policy to account for a situation wherein an employee experiences a qualified life event and wishes to join the Authority’s healthcare plan outside of the open enrollment period to ensure equitable employer HSA contributions. Implications / Financial Impact: N/A List / Describe Any Supporting Documents: 1. 06A HRM-08 – Medical Insurance Taxable Opt-Out (Cash In Lieu of Insurance) Policy.pdf : A draft policy amendment is provided for the Board’s consideration. Suggested Motion: A motion to adopt the amended Medical Insurance Taxable Opt-Out (Cash In Lieu of Insurance) Policy as presented. 2022-04-28 SMBA Board Packet | Page 55 of 69 HRM‐08: Medical Insurance Taxable Opt‐Out (Cash In Lieu of Insurance) Policy HRM‐08:1 Originally adopted by the Southwest Michigan Building Authority Board of Directors on 2021‐07‐22. Last revised on 2021‐10‐282022‐03‐24. Purpose (1) Establish a policy for the calculation of a taxable opt‐out option for employees who elect not to participate in the Authority’s employer‐sponsored healthcare program. (2) Ensure equitable benefits are received by eligible employees who elect not to participate in the employer‐sponsored healthcare program. (3) Ensure that employees retain sufficient healthcare coverage outside of the employer‐sponsored healthcare program. Statement of Policy (4) All employees who are eligible to participate in the Authority’s employer‐sponsored healthcare program but elect not to participate shall be entitled to a bi‐weekly cash opt‐out payment as required for cafeteria plans under IRS regulations (Section 125). (5) Employees who elect to receive payments under this Policy must provide a written affidavit indicating that they have current health insurance from another source, such as coverage under a spouse, parent, or other. Such an affidavit shall be provided to the office manager prior to the first payment under this Policy on an annual basis upon enrollment in the opt‐out. (6) Such payment shall be calculated on a per‐employee basis and shall be re‐calculated on an annual basis. (7) The Board of Directors shall affirm such calculations by means of the budget review process. (8) Such payments shall not be included in gross wages for the calculation of other benefits (such as retirement benefits). (8)(9) If an employee experiences a qualified life event and wishes to enroll in the Authority’s employer sponsored healthcare program outside of the open enrollment period, and the employee elects to establish a HSA under the qualified plan, the Authority shall make an employer contribution to the employee’s HSA in accordance with the Employer HSA Contribution Policy. The employer contribution shall be prorated as described in section 13 of this Policy. The employee shall stop receiving the cash opt‐out payment upon enrollment in the Authority’s employer sponsored healthcare program. Procedure (9)(10) The taxable cash amount shall be calculated for each employee using the following information: (a) Annual HSA contribution amount authorized by the Board of Directors. (b) Benefit & Rate Schedule from the healthcare provider. (i) From this schedule, determine what the premium cost would be to SMBA if the employee did participate in the healthcare plan. (c) Number of Pay Dates in the year being calculated. (d) Employee’s age at the time of calculation. (e) Number of employee’s dependents and their ages. (i) A maximum of 5 dependents shall be utilized in the calculation in order of their age starting with the oldest dependent. (10)(11)The formula for calculating the cash amount shall be: (a) Bi‐weekly Payment = ( [Annual HSA Contribution Amount] + ( 0.5 * [Annual Theoretical Employee Premium Cost] ) ) / [Number of Pay Dates in Year] (b) Example A: (i) Employee is 35 years old and has no dependents. Based on the benefit and rate schedule, the premium cost would be $362.91 / month. 2022-04-28 SMBA Board Packet | Page 56 of 69 HRM‐08: Medical Insurance Taxable Opt‐Out (Cash In Lieu of Insurance) Policy HRM‐08:2 (ii) Board approved a $3,500 HSA contribution. (iii) Calculation: (1) Formula: ( 3500 + ( 0.5 * ( 362.91 * 12 ) ) / 26 = 218.36 (Rounded) (2) Step By Step: (a) Annual Premium Cost: $362.91 * 12 = $4,354.92 (b) 50% of Premium Cost: $4,354.92 * 0.5 = $2,177.46 (c) Subtotal: $3,500 + $2,177.46 = $5,677.46 (d) Bi‐weekly Amount: $5,677.46 / 26 = $218.36 (Rounded) (c) Example B: (i) Employee is 40 years old and has six dependents, ranking in age from 42, 22, 18, 16, 14, and 12. Based on the benefit and rate schedule, the premium cost would be: (1) Employee ‐ Age 40: $380.48 (2) Age 42: $394.36 (3) Age 22: $298.46 (4) Age 18: $278.37 (5) Age 16: $263.54 (6) Age 14: $237.72 (7) (Stop after 5 dependents). (ii) Premium total: $1,852.93 / Month (iii) Board approved a $3,500 HSA Contribution (iv) Calculation: (1) Formula: ( 3500 + ( 0.5 * ( 1852.93 * 12 ) ) / 26 = 562.21 (Rounded) (2) Step By Step: (a) Annual Premium Cost: $1,852.93 * 12 = $22,235.16 (b) 50% of Premium Cost: $22,235.16 * 0.5 = $11,117.58 (c) Subtotal: $3,500 + $11,117.58 = $14,617.58 (d) Bi‐weekly Amount: $14,617.58 / 26 = $562.21 (Rounded) (11)(12)For budgeting purposes, multiply the calculated bi‐weekly amount by the number of pay dates in the year to determine the annual cost to account for any differences caused by rounding. (a) Example A: $218.36 * 26 = $5,677.36 (b) Example B: $562.21 * 26 = $14,617.46 (13)The prorated employer HSA contribution described in section 9 of this Policy shall be calculated by subtracting the total amount of opt‐out payments paid to the employee during the fiscal year from the employer HSA contribution amount approved by the Board of Directors for that same fiscal year. (a) Example: (i) Employee experiences a qualified life event and enrolls in the Authority’s employer sponsored healthcare program with an effective date of May 1st. (ii) The approved employer HSA contribution amount for the fiscal year is $3,500. (iii) The employee has received $1,760 in opt‐out payments during the fiscal year to date. (iv) Calculation: (1) Formula: 3500 ‐ 1760 = 1740 (b)(2) The prorated employer contribution amount would be $1,740.00. 2022-04-28 SMBA Board Packet | Page 57 of 69 Page 1 of 1 Southwest Michigan Building Authority Board of Directors Meeting Agenda Item Request / Cover Sheet For Meeting Date 4/28/2022 Subject Consideration of Revised Schedule of Fees Submitted By Office Manager Kyle Gibson Assigned Item # 007 Is board action required? ☑ Yes ☐ No Background Information / Request: The currently-adopted schedule of fees does not specifically include specific commercial plan review fees. We have referenced and incorporated the fee schedule published by Code Source. With the passing of Robert Bush and staff’s selection of Code Enforcement Services (CES) as the new third-party commercial plan reviewer, I am recommending the adoption of a slightly-modified version of the Code Source fee schedule, which aligns with the fees charged by CES. Implications / Financial Impact: The adoption of the revised schedule of fees will result in a more uniform application of plan review fees, regardless of whether or not a project was reviewed in-house by SMBA or by our chosen third-party. List / Describe Any Supporting Documents: 07A – Draft SMBA Fee Schedule : Redlined document. Suggested Motion: A motion to adopt the revised schedule of fees as presented and with immediate effect. 2022-04-28 SMBA Board Packet | Page 58 of 69 Fee Schedule Page 1 of 5 Revised 2021‐12‐28 2022‐04‐28 KG Southwest Michigan Building Authority 7275 W Main St, Kalamazoo, MI 49009 Phone: (269) 585‐4150 Email: info@swmiba.org FEE SCHEDULE This fee schedule applies to building permits, plan reviews, and miscellaneous fees. Trade permits (Electrical, Mechanical, and Plumbing) have their own fee schedules listed within the application forms. Building Permit Fees Building Valuation Data (BVD) Fee $1 to $2,000 $75 $2,001 to $10,000 $75 plus $8 per $1,000 over $2,000 $10,001 to $100,000 $165 plus $3 per $1,000 over $10,000 $100,001 to $500,000 $435 plus $2 per $1,000 over $100,000 $500,001+ $1,235 plus $3 per $1000 over $500,000 Inspections One (1) inspection is included in the base fee. Additional inspections are $100 each. Other Residential Fees Item Fee Swimming Pools $75 Swimming Pool Barriers $75 Re‐Roofing / Re‐Siding $55 Demolition $55 Mobile Home Setup (Applicable M/E/P permits must be obtained separately) $150 Other Commercial Fees Item Fee Demolition Under 5,000 Sq. Ft. $100 Demolition Over 5,000 Sq. Ft. $100 + $0.07 per Sq. Ft. over 5,000 Sq. Ft. 2022-04-28 SMBA Board Packet | Page 59 of 69 Fee Schedule Page 2 of 5 Revised 2021‐12‐28 2022‐04‐28 KG Commercial Plan Review Fees Item Fee Building Non‐Structural Typical: Refer to Code Source Fee Schedule. Occasional: In‐House @ $150/hour. Engineering (Structural, Mechanical, Plumbing, Electrical, Energy) Typical: Refer to Code Source Fee Schedule. Occasional: In‐House @ $150/hour. Fire Alarms Typical: In‐House @ $150/hour. Occasional: Refer to Code Source Fee Schedule. Fire Suppression Typical: Refer to Redmond Engineering Fee Schedule. Occasional: Refer to Code Source Fee Schedule. Occasional: In‐house @ $150/hour. Note: SMBA determines whether a review will be done in‐house or sent to a third‐party on a case‐by‐case basis, and in some cases on a permit‐by‐permit basis within the same overall project. For more information on who will conduct a review, contact SMBA. Fee estimates can be provided upon request for bidding purposes. The fees listed on the linked third‐party review pages are for informational purposes only. SMBA will always bill no less than actual cost for contracted plan reviews. Miscellaneous Fees Item Fee Large Format Copies All Sizes (18×24, 24×36, 36×48): $8.00 / Page Standard Format Copies All Sizes (8.25×11, 8.25×14, 11×17): = 10 pages: $0.10 / page >= 30 pages: $0.25 / page FOIA Requests See Applications & Forms > FOIA Notice of Violation / Stop Work Order Posted by SMBA $50 Residential Temporary Certificate of Occupancy $1,000 Bond Commercial Temporary Certificate of Occupancy $5,000 Bond Returned / NSF Check Fee $35 Shipping/Postage Costs Actual 2022-04-28 SMBA Board Packet | Page 60 of 69 Fee Schedule Page 3 of 5 Revised 2021‐12‐28 2022‐04‐28 KG Third‐Party Plan Review Fees: Code SourceCommercial Plan Review Fees This page describes the plan review fee schedule for a third‐party plan reviewer engaged by SMBA for certain reviews. SMBA may or may not utilize this reviewer on a per‐project basis, and this information is provided for reference only. In all cases, SMBA will bill no less than the actual cost incurred for plan reviews. For more information, please contact us. In General:  Second reviews are included at no additional charge.  Third and later reviews are charged at an hourly rate of $120 150 per hour., except for engineering reviews which are $145 per hour.  Building Plan Review (Non‐Structural): o New Construction: See table below. o Shell Building: 20% discount on standard fee. o Tenant Space Alterations: If building was previously reviewed as a shell building, 50% discount on standard fee. If not, see Remodeling. o Remodeling: Standard fee calculated based on reported BVD instead of calculated BVD. o High Hazard Occupancies (Group H): Add 25% to standard fee. o Mixed Use Occupancies: BVD calculation is based on the primary function of the building.  Engineering Plan Review Fees: o Structural, Mechanical, Plumbing, Electrical, Energy Conservation:  25% of standard fee per discipline.  Minimum fee of $375 per discipline.  $145 150 per hour for third and later reviews. Code Source – Building (Non‐Structural) Plan Review Fees Building Valuation Data (BVD) Plan Review Cost Minimum Fee $450.00 $1 to $3,000,000 BVD * 0.0012 $3,000,001 to $6,000,000 $3,600 + ( ( BVD ‐ 3,000,000 ) * 0.0005 ) ) $6,000,001+ $5,100 + ( ( BVD ‐ 6,000,000 ) * 0.00035 ) ) Code Source – Automatic Sprinkler System Review Fees Sprinkler Heads Plan Review Cost 1 to 15 $299.00$300.00 16 to 45 $454.25$455.00 46 to 100 $615.25$615.00 2022-04-28 SMBA Board Packet | Page 61 of 69 Fee Schedule Page 4 of 5 Revised 2021‐12‐28 2022‐04‐28 KG Sprinkler Heads Plan Review Cost 101 to 200 $759.00$760.00 201 to 300 $897.00$900.00 301 to 400 $1,046.50$1,050.00 401 to 500 $1,178.75$1,180.00 501+ $1,025 + $0.92 / head over 500 plus 15%$1,180.00 + $1.00 / head over 500 Code Source ‐ Special Hazard Fire Suppression Systems ‐ Wet Chemical Kitchen Hood Number of Systems Plan Review Cost 1 $437.00$440.00 2 $580.75$580.00 3+ $505 + $100 per system over 2 plus 15%$580 + $115 / system over 2 Code Source ‐ Special Hazard Fire Suppression Systems ‐ Clean Agent / Carbon Dioxide / Similar Pounds or Gallons of Suppression Agent Plan Review Cost 1 to 50 $339.25$440.00 51 to 100 $465.75$465.00 101 to 200 $523.25$525.00 201 to 300 $621.00$620.00 301 to 400 $695.75$700.00 401 to 500 $753.25$755.00 501 to 750 $822.25$825.00 751 to 1,000 $920.00 1,001+ $800 + $0.52 per pound over 1,000 plus 15%$920.00 + $0.60 per pound over 1,000 2022-04-28 SMBA Board Packet | Page 62 of 69 Fee Schedule Page 5 of 5 Revised 2021‐12‐28 2022‐04‐28 KG Code Source – Fire Alarm System Review Fees Number of Alarm Devices Plan Review Cost 1 to 11 $299.00$300.00 12 to 45 $437.00 46 to 75 $575.00 76 to 100 $718.75$720.00 101 to 125 $862.50$865.00 126 to 150 $1,006.25$1,000.00 151+ $875 + $1.30 per device over 150 plus 15%$1,000 + $1.50 per device over 150 Third‐Party Plan Review Fees: Redmond Engineering This page describes the plan review fee schedule for a third‐party plan reviewer engaged by SMBA for certain reviews. SMBA may or may not utilize this reviewer on a per‐project basis, and this information is provided for reference only. In all cases, SMBA will bill no less than the actual cost incurred for plan reviews. For more information, please contact us. Redmond Engineering – Fire Suppression Plan Review Fees Sprinkler Heads Pipe Schedule Hydraulic 1 to 300 $250 $500 301 to 500 $325 $650 501+ $0.70 / Head $1.40 / Head 2022-04-28 SMBA Board Packet | Page 63 of 69 Page 1 of 1 Southwest Michigan Building Authority Board of Directors Meeting Agenda Item Request / Cover Sheet For Meeting Date 4/28/2022 Subject Amendment to 401(a) and 457(b) Retirement Plans Submitted By Office Manager Kyle Gibson Assigned Item # 008 Is board action required? ☑ Yes ☐ No Background Information / Request: The enclosed amendment to the Authority’s retirement plan documents allows Greenleaf Trust to act as the trustee for the plan, reducing the Authority’s liability. Implications / Financial Impact: An annual fee (billed quarterly) shall be assessed for the service. List / Describe Any Supporting Documents: 08A Retirement Plan Service Provider and Fee Disclosure Agreement Suggested Motion: A motion to approve the amendment as submitted and to direct Board Chairperson Dusty Farmer to countersign the document for return to Greenleaf Trust. 2022-04-28 SMBA Board Packet | Page 64 of 69 EU GRE TRUST Retirement Plan Service Provider Agreement and Fee Disclosure for Southwest Michigan Building Authority 401(a) and 457(b) Plan Amendment Two The Retirement Plan Service Provider and Fee Disclosure Agreement between Greenleaf Trust (“Greenleaf’) and Southwest Michigan Building Authority (“Plan Sponsor”) effective February 15, 2017 is amended per this document as follows: Section I – Trust and Investment Services (A), (B), (C) & @) amended as: A. DiscretionaryTrustee The Plan is structured and operates as a participant-directed defined contribution plan, and is intended to operate consistent with the requirements of Section a04(c) of ERISA. Greenleaf acknowledges its fiduciary capacity under the Plan, serving primarily as a fiduciary as defined in Section 3(38) of ERISA for the Plan Sponsor. As a 3(38) fiduciary, Greenleaf is employed as the lnvestment Manager responsible for the selection, monitoring and replacement of the Plan’s Designated Investment Altematives. In its capacity as trustee and custodian, Greenleaf will receive contributions made under the terms of the Plan; shall invest and reinvest Plan assets consistent with the terms of the Plan and trust and, as applicable, pursuant to the investment direction of Plan participants and any qualified investment manager as shall be retained by a Plan participant; and, shall make distributions of benefits, and payment of trust and administrative expenses, at the direction of the Plan Sponsor or Plan administrator. Greenleaf shall keep a record of all receipts and disbursements and send an accounting to the Plan Sponsor annually, or more frequently as desired by the Plan Sponsor. B. Investment Policy Statement Greenleaf will prepare the Investment Policy Statement for the Plan, to appropriately document the “Designated lnvestment Altematives” available under the Plan and to identifu the Qualified Default Investment Alternative applicable to participants that fail to make investment elections under the Plan. The lnvestment Policy Statement shall be reviewed periodically with the Plan Sponsor and will be modified from time to time as necessary to reflect changes to the Designated Investment Alternatives andi/or the Qualified Default Investment Alternative under the Plan. As of the date of this Agreement, the Designated Investment Alternatives under the Plan consist solely of mutual funds selected by Greenleaf. 2022-04-28 SMBA Board Packet | Page 65 of 69 C A qualifuing Plan participant may engage Greenleaf to provide full discretionary investment management services for such participant’s account balance under the Plan. In such case, a segregated account will be maintained under the Plan for the benefit of the participant, and the investment management services provided by Greenleaf shall be subject to the terms of an agency agreement between the participant and Greenleaf. Mutual Fund Research and Analysis Greenleaf adheres to a disciplined due diligence process with regard to the selection and ongoing analysis of mutual funds provided as the Designated lnvestment Alternatives. This research and analysis is carried out by the full team of Research Analysts within Greenleaf s Wealth Management Division. To assure objectivity and avoid any conflicts of interest, Greenleaf does not accept any form of”soft dollar” remuneration or other revenue, such as 12b-l fees, sub-transfer agent fees, or commissions, from any third party organizations or from any mutual funds included in the PIan. Mutual Fund Due Diligence Report To assist retirement plan clients in fulfilling their fiduciary obligations with regard to the selection and monitoring of Greenleaf as the Designated Investment Manager, Greenleaf will provide a “Mutual Fund Due Diligence Report” at least annually, and semi-annually if desired. Among other things, this report provides a sunmary of the most current due-diligence analysis and documentation by the Research Analyst team of the selection and monitoring of plan investment options offered under the Plan, and any changes to the Designated lnvestment Alternatives. Section III(A)(1)(a) amended as: (a) Trustee Fee: Annual Trustee Fee Rate Applied to Market Value of Plan Assets 0.ss% The trustee fee is applied to the market value of all Plan assets. The fee is calculated quarterly, based on the market value of Plan assets as of the end of the Plan quarter, then pro-rated for the quarter. Manner of receipt of compensation: See Section (B) below for description. This Amendment is effective Aprll1,2022 Greenleaf Trust: Southwest Michigan Building Authority: By: QKA Print Name: Asst. Director RPD Its: D. Date: 1/Mc4 )-), h ^)- Date 2022-04-28 SMBA Board Packet | Page 66 of 69 ED| GREENIEAFTRUST” INyssrunNr Poucv SrernanNr (Amru 2 02 2) Sournwssr MrcHrcAN Burr,orNc Aurnonrrv 401 aNn 457r Pr,IN The SournwEST MTcHIGAN BuIr,omc AurHoRrrv 401(A) AND 457(8) PlaN (the o’Plan”) is maintained for the purpose of providing retirement benefits to employees who are eligible under the terms of the Plan. Realizing that Plan participants have different attitudes about investing, different investment objectives, and differing tolerances for investment risk, Sournwnsr MICHIGAN BUILDING AurHoRITy, the Plan Administrator, has structured the Plan in a marurer to provide each Plan participant with the opportunity to exercise control over the manner in which his/her account balance within the Plan is invested. The Designated lnvestment Alternatives are intended to cover a spectrum of investment options. A stated objective of SouurwrsT MTCHTcAN BUILDING AUTHoRTTY, is to operate the Plan in a manner where (i) a participant or benef,rciary shall not be deemed to be a fiduciary by reason of his/her exercise of control, and (ii) a person who is otherwise a fiduciary shall not be liable under the fiduciary responsibility provisions of ERISA for any loss, or by reason of any breach, which results from such participant’s or beneficiary’s exercise of control. The Designated Investment Manager and Discretionary Trustee, GREENLEAF TRUST, through due diligence analysis has selected these Designated Investment Alternatives to be available to Plan participants: MBNU or Muruer. FuNos T. RowB PnrcB Sppcrnulvr CNsnv Ar-r-c ‘Wrr-r-reu Br-ernLencg Cep Gnomx YeNcueno too INpBx Br-ecxRocx Equrrv DrvrpBNo Henrronp MmCep YeNouano Mrp Cep JP MoncaN Mro Cep Yer-uB ‘Wesercn coRE GRow’TH VaNcuenn Suer-r- Cep INpsx Dpr-ewens sMALL caP vALUE Henrrono INrBnNerroNer- OppomuNtrrBs FuNo YaNcueno Torer- INrBnNerroxer- Slocx INpex Dsr-ewARE ErvrencrNc MenxBrs MerlrrBws Pecrrrc TraBn YeNeueno Sxonr-TsRM h.rwsTlvrsNT-GnepB YeNcuenp Torer- BoNp MenxBr INnBx VeNcuenp INrBnrvr-TeRM TnpesurY NonrrrsRN InrsrrrurroNer. Tnslsunv Ponrror-ro T. Rowp Pnrcr R.BnnsrvrBNt INcour/ Lrrscvcl-B lSpscrnun or DerBsl Asssr Cr,ess Asssr Ar-r-ocerroN LenoB Cap Gnomn LenaB Cep INpBx Lencs Cep Yer-us Mrp-Cep Gnownr Mm-Cap INosx Mro-Cep Ver-uB Suer-r. Cep Gaowrrr Srvrer-r. Cep INoBx Suer-r- Cep Ver-uB D Bwr-opBp INrsRr.rarroNelINrrnxerroxer- INoBx ErraBnorNe ManxBts ErvreRorNo Menrgrs Snom TsRM Frxeo INcoIvrB INnBx FrxEp INcorvrs INrBnrrasprerB TBmr FrxBo INcoIvre MoNsv MemBr Lrrscvclp RsrrnsrvrsNr Furrro s I. Oanncrrva: II. Drstcx,rrrD INvEST&ISNT Al,ruRNarn’ss: 2022-04-28 SMBA Board Packet | Page 67 of 69 EZ GREENLEAF TRUST’ INvnsruzNr Poucy ST,qTEMENT (Arrut 2022) Souruwrst MtcnrcaN Burr,tmc Autnontty 401(a) ltrro 457(n) PmN To assist Soutswnsr MtcHlclN Buu,orNc AurHoRrry in fulfilling their fiduciary obligations with regard to the selection and monitoring of Greenleaf Trust as the Designated Investment Manager, Greenleaf will provide a Mutual Fund Due Diligence Report annually. This report provides a summary of the most current due-diligence analysis and documentation by the Research Analyst team of the selection and monitoring of plan investment options offered under the Plan, and any changes to the Designated Investment Alternatives. SrcRncaroo MINIcED ACCoUNTS Greenleaf Trust – Investment Management Services* * Subject to the terms and conditions established by Greenleaf Trust in connection with delivery of its Investment Management Services and subject to the participant’s appointment of Greenleaf Trust as his/her Investment Advisor. If a participant fails to elect a Designated Investment Alternative under Participant Direction Procedures established for the Plan, GRBENLEAF TRUST, as designated investment manager, will select a “lifecycle fund” that is closely aligned with the participant’s normal retirement age to invest the participant,s assets. The Investment Policy Statement shall be reviewed periodically with SouruwEST MrcHrcAN BSTLDTNG AurnoRrry and may be revised from time to time. Any revisions will be documented in writing to the Plan Sponsor through an updated lnvestment Policy Statement, and appropriate written communications willbe made to Plan participants. Grurxr,raFTRUsT: ,orr,hLr/t ” 3, ?oL2* Irs: The Investment Policy Statement has been reviewed, and the revisions are hereby acknowledged. Sournwrsr Mtcntcax BUTLDING AurHoRITy: Darp: PRrNrNauE: By: Irs: TED INVESTMENT Ar,tsRNerlvrs DrscnnrroNARy lNvnsrl,mNt Drpaulr II\\,ESTMENT AITERi\Arn,s: 2022-04-28 SMBA Board Packet | Page 68 of 69 Page 1 of 1 Southwest Michigan Building Authority Board of Directors Meeting Agenda Item Request / Cover Sheet For Meeting Date 4/28/2022 Subject Board Chair’s Report Submitted By Chair Dusty Farmer Assigned Item # 009 Is board action required? ☐ Yes ☑ No Background Information / Request: Verbal report from Chair Dusty Farmer. Implications / Financial Impact: N/A List / Describe Any Supporting Documents: N/A Suggested Motion: N/A 2022-04-28 SMBA Board Packet | Page 69 of 69