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Individuals requiring special accommodations are requested to contact the Office of the County Commissioners, 240.313.2200 Voice/TDD, to make
arrangements.
BOARD OF COUNTY COMMISSIONERS
April 24, 2018
Agenda
08:00 A.M. WASHINGTON COUNTY GIVES KICK-OFF EVENT
Location: Herald Mail Press Room, 100 Summit Avenue, Hagerstown
08:55 A.M. DEPART FOR 901 NORTHERN AVENUE, HAGERSTOWN
09:15 A.M. EARTH DAY TREE PLANTING – FOUNTAINDALE ELEMENTARY
Location: 901 Northern Avenue, Hagerstown
09:55 A.M. DEPART FOR 100 WEST WASHINGTON STREET, SUITE 1113, HAGERSTOWN
10:10 A.M. INVOCATION AND PLEDGE OF ALLEGIANCE
CALL TO ORDER, President Terry L. Baker
APPROVAL OF MINUTES –April 10, 2018
10:15 A.M. COMMISSIONERS’ REPORTS AND COMMENTS
10:20 A.M. REPORTS FROM COUNTY STAFF
10:25 A.M. CITIZENS PARTICIPATION
10:30 A.M. PUBLIC HEARING: PROPOSED ESTABLISHMENT AND MODIFICATION TO
CERTAIN LANDFILL USER FEES FOR FY2019 – Dave Mason, Deputy Director of
Solid Waste, Division of Environmental Management and Sara Greaves, Chief
Financial Officer
10:45 A.M. PUBLIC HEARING: PROPOSED MODIFICATION OF WATER AND SEWER
RATES FOR FY2019 – Daniel DiVito, Deputy Director of Operations, Division of
Environmental Management and Sara Greaves, Chief Financial Officer
11:00 A.M. 15TH ANNUAL MUSEUM RAMBLE IN MAY PROCLAMATION – Board of County
Commissioners
11:05 A.M. YOUTH MERITORIOUS AWARD PRESENTATION – Tiffany Miller & Board of
County Commissioners
President
Jeffrey A. Cline, Vice
President
John F. Barr
Wayne K. Keefer
LeRoy E. Myers, Jr.
WWW.WASHCO-MD.NET
Individuals requiring special accommodations are requested to contact the Office of the County Commissioners, 240.313.2200 Voice/TDD, to make
arrangements.
11:10 A.M. WASHINGTON COUNTY COMMISSIONERS PUBLIC IMPROVEMENT BONDS
OF 2018 AUTHORIZING RESOLUTION – Lindsey Rader, Bond Counsel for
Washington County and Kim Edlund, Director of Budget & Finance
11:20 A.M. PRESENTATION OF DRAFT 3 OF THE FY2019 GENERAL FUND BUDGET AND
2019 – 2028 CAPITAL BUDGET – Sara Greaves, Chief Financial Officer and Kim
Edlund, Director of Budget and Finance
11:40 A.M. FLOW TRANSFER AGREEMENT CONSTRUCTION RESERVE FUND – Mark
Bradshaw, P.E., Deputy Director of Engineering, Division of Environmental
Management
12:00 P.M. DEPART FOR 535 EAST FRANKLIN STREET, HAGERSTOWN, MARYLAND
12:30 P.M. LUNCHEON: COMMISSION ON AGING
Location: 535 East Franklin Street, Hagerstown, MD
01:30 P.M. DEPART FOR 100 WEST WASHINGTON STREET, SUITE 1113, HAGERSTOWN
02:00 P.M. CLOSED SESSION
(To discuss the appointment, employment, assignment, promotion, discipline, demotion, compensation, removal,
resignation, or performance evaluation of appointees, employees, or officials over whom this public body has jurisdiction;
or any other personnel matter that affects one or more specific individuals.)
RECONVENE IN OPEN SESSION
02:20 P.M. DELIBERATION / CONSENSUS DECISION ON APPLICATION FOR ZONING
MAP AMENDMENT RZ-17-003, DOWNSVILLE PIKE LAND LLC – Travis Allen,
Comprehensive Planner, Washington County Department of Planning and Zoning
02:30 P.M. BID AWARD (PUR-1380) JANITORIAL SERVICES FOR WASHINGTON
COUNTY – Brandi Naugle, Buyer, Purchasing Department and John Pennesi, Deputy
Director of Parks and Facilities Department
02:35 P.M. REJECTION OF BIDS (PUR-1377) – BRUMBAUGH-KENDLE-GROVE
FARMSTEAD DEMOLITION – Brandi Naugle, Buyer, Purchasing Department and
Phil Ridenour, Director of the Hagerstown Regional Airport
02:40 P.M. CONSIDER REINSTATEMENT OF THE HEALTH ADVISORY BOARD TO THE
BOARD OF HEALTH UNDER THE AUSPICES OF THE WASHINGTON
COUNTY BOARD OF COUNTY COMMISSIONERS – Julie Rohm, Chair and Gary
Bockrath, Vice Chair, Wash. Co. Economic Development Commission
02:45 P.M. MEDICAL SUPPLY AGREEMENT – David Chisholm, Assistant Director and David
Hays, Director – Division of Emergency Services
Individuals requiring special accommodations are requested to contact the Office of the County Commissioners, 240.313.2200 Voice/TDD, to make
arrangements.
02:50 P.M. HAGERSTOWN URBAN IMPROVEMENT PROJECT – GRANT AGREEMENT
AND SUB-RECIPIENT AGREEMENT REVIEW AND APPROVAL – Susan
Buchanan, Director, Office of Grant Management
02:55 P.M. CONTRACT AWARD (PUR-1376) INDEPENDENT AUDITING SERVICES – Rick
Curry, CPPO, Director of Purchasing and Kim Edlund, Director of Budget and
Finance
03:00 P.M. POSITION REVIEW PROCEDURES – Stephanie Stone, Director of Health and
Human Services and Deb Peyton, Deputy Director of Human Resources
03:10 P.M. MERITUS MEDICAL CENTER AGREEMENT FOR LAW ENFORCEMENT
COVERAGE – Sheriff Doug Mullendore and Lee Shaver, Vice President – Meritus
03:20 P.M. COUNTY ADMINISTRATION BUILDING – PROJECT CLOSEOUT CHANGE
ORDERS – Scott Hobbs, Director of Engineering
03:25 P.M. ADJOURNMENT
Open Session Item
SUBJECT: PUBLIC HEARING – Proposed Establishment and Modification to Certain Landfill User
Fees for FY2019
PRESENTATION DATE: Tuesday, April 24, 2018; 10:45 a.m.
PRESENTATION BY: Dave Mason, Deputy Director, Department of Solid Waste; Sara Greaves,
Chief Financial Officer
RECOMMENDED MOTION: [Note: The Commissioners may move to adopt the proposed fee
schedule for FY2019, as presented or as modified, at any point after the closure of the public hearing.]
REPORT-IN-BRIEF: The Board of County Commissioners will conduct a public hearing to permit
any member of the public to appear and testify concerning the proposed establishment and modification
of certain landfill user fees for FY 2019.
DISCUSSION: The proposed fee schedule as presented is requested as one facet of the overall
proposal to help address the projected FY 2019 Solid Waste Department Operational Budget shortfall.
The proposed rates more closely reflect the current and projected cost of landfill and recycling
operations, and are also in line with landfill user rates at other facilities in our local region.
FISCAL IMPACT: Based on the proposed fee schedule, revenue will increase by $439,920.
CONCURRENCES: Not applicable.
ALTERNATIVES: Not applicable.
ATTACHMENTS: Proposed changes to fee schedule for FY 2019.
AUDIO/VISUAL NEEDS: Not applicable.
Board of County Commissioners of Washington County, Maryland
Agenda Report Form
WASHINGTON COUNTY SOLID WASTE DEPARTMENT
LANDFILL AND CONVENIENCE BOX
PROPOSED FEE SCHEDULE FOR FY2019
(To be effective July 1, 2018)
INBOUND MATERIAL:
Minimum scale charge $10.0015.00 (320 lbs)
General Refuse/Municipal Solid Waste
Large haulers (with contract) – 1,000 tons or more
annually
Large haulers (with contract) – 10,000 tons or
more annually
$52.0055.00/ton
$45.00/ton
$40.00/ton
Rubble, Building Debris $75.00/ton
Yard Debris (grass, leaves, brush) $63.00/ton
Auto and Light Truck (less than 22") (1-5 tires) $3.005.00 each
(6 or more tires) $162.00250.00/ton
Equipment and Agriculture Tires $250.00350.00/ton
Domestic Sludge $60.00/ton
Industrial Sludge $60.00/ton
High Volume/Low Weight $120.00/ton
Asbestos $130/ton
$25 minimum charge
Dirt (Clean Fill) $20.00/ton
Recycling $52.00/ton
Mattresses $10.00/Each
Animal Carcasses $200.00/ton
OUTBOUND MATERIAL:
Minimum scale charge $10.00
Fill Dirt $4.00/ton
Mulch $30.00/ton
Soil Amendment (compost) $20.00/ton
OTHER FEES:
Appliances that used refrigeration $5.00/unit
Management/Inspection Fee $50.00/load asbestos
Solid Waste Collection License Fee
$100.00/fiscal year (>5 employees)
$10.00/ fiscal year (<5 employees)
PERMIT FEES FOR RESIDENTIAL DROP-OFF:
Regular Residential Permit (Permits purchased between
January 1 and May 1 will be half price - $70.00)
$130.00140.00/annual
Regular Residential Permit (with permit for unlimited
disposal of yard debris)
$145.00160.00/annual
Senior Citizens (Age 62 & over) and Disabled
American Veterans (Under Age 62)
(Permits purchased between January 1 and May 1 will be
$70.00)
$95.00/annual
Senior Citizens (Age 62 & over) and Disabled
American Veterans (Under Age 62) (with permit for
unlimited disposal of yard debris)
$110.00/annual
Second Permit – Same Residence $65.0070.00/annual
Yard Debris Permit (stand alone permit) $50.00/annual
Recycling Permit $36.00/annual
Open Session Item
SUBJECT: PUBLIC HEARING – Proposed modification of Water and Sewer Rates for FY2019
PRESENTATION DATE: Tuesday, April 24, 2018; 10:30 a.m.
PRESENTATION BY: Daniel DiVito, Deputy Director of Operations, Division of Environmental
Management; Sara Greaves, Chief Financial Officer
RECOMMENDED MOTION: [Note: The Commissioners may move to adopt the proposed water
and sewer rate schedule for FY2019, as presented or as modified, at any point after the closure of the
public hearing.]
REPORT-IN-BRIEF: The Board of County Commissioners will conduct a public hearing to permit
any member of the public to appear and testify concerning the proposed modification of water and
sewer rates.
DISCUSSION: Water and Sewer revenue requirements show that an increase in water and sewer
revenue is necessary to facilitate the Department of Water Quality’s long-range financial plans. The
presented rate schedule for FY 2019 is based on this requirement.
FISCAL IMPACT: Approximately $275,000 in revenue will be generated from the proposed sewer
rates and $19,700 from the proposed water rates.
CONCURRENCES: Not applicable.
ALTERNATIVES: Not applicable.
ATTACHMENTS: Summary of Proposed Schedule of Utility Rates for FY 2019.
AUDIO/VISUAL NEEDS: Not applicable.
Board of County Commissioners of Washington County, Maryland
Agenda Report Form
WASHINGTON COUNTY DEPARTMENT OF WATER QUALITY
SUMMARY OF PROPOSED UTILITY RATES AND OTHER CHARGES FOR FY2019
SCHEDULE OF UTILITY RATES FOR FY 2019
(to be effective July 1, 2018)
Current
Quarterly
Sewer Rates
Proposed
Quarterly
Sewer Rates
%
Increase $
Current
Quarterly
Water Rates
Proposed
Quarterly
Water Rates
%
Increase $
FULL SERVICE
Base for 6,000 Gal Per Account
Residential Full Service 118.40 122.20 3.2% 3.80 101.76 104.76 2.9% 3.00
Commercial I Full Service 120.58 125.00 3.7% 4.42 101.76 104.76 2.9% 3.00
Commercial II Full Service 122.75 127.59 3.9% 4.84 123.75 129.40 4.6% 5.65
Commercial III Full Service 122.75 127.59 3.9% 4.84 n/a n/a n/a n/a
Volunteer Service 118.40 123.05 3.9% 4.65 101.76 104.78 3.0% 3.02
Residential/Commercial Collection Service – per EDU 55.40 56.30 1.6% 0.90 n/a n/a n/a n/a
Volume per 1,000 gal
Residential Full Service 6.78 7.08 4.4% 0.30 11.28 11.78 4.4% 0.50
Commercial I Full Service 7.61 7.88 3.5% 0.27 11.54 12.05 4.4% 0.51
Commercial II Full Service 8.70 8.96 3.0% 0.26 9.05 9.30 2.8% 0.25
Commercial III Full Service 5.93 6.15 3.7% 0.22 n/a n/a n/a n/a
Volunteer Service 6.78 7.04 3.8% 0.26 11.28 11.82 4.8% 0.54
Residential/Commercial Collection Service – per EDU n/a n/a n/a n/a n/a n/a n/a n/a
Non-Metered Accounts 159.08 164.68 3.5% 5.60 169.44 175.44 3.5% 6.00
SEWER WHOLESALE
Per 1,000 gallons 6.93 7.27 4.9% 0.34 n/a n/a n/a n/a
FY18 FY19 Increase
SEWER: Charge for 12,000 gal Per Qtr – Avg. Res. Customer SEWER: Charge for 12,000 gal Per Qtr – Avg. Res. Customer % $
Base Charge (6,000 gal) 118.40 Base Charge (6,000 gal) 122.20 3.2 3.80
Vol Charge (6,000 gal) 40.68 Vol Charge (6,000 gal) 42.48 4.4 1.80
Total Bill 159.08 Total Bill 164.68 3.5 5.60
FY18 FY19
WATER: Charge for 12,000 gal Per Qtr – Avg. Res. Customer WATER: Charge for 12,000 gal. Per Qtr – Avg. Res. Customer
Base Charge (6,000 gal) 101.76 Base Charge (6,000 gal) 104.76 2.9 3.00
Vol Charge (6,000 gal) 67.68 Vol Charge (6,000 gal) 70.68 4.4 3.00
Total Bill 169.44 Total Bill 175.44 3.5 6.00
ALL OTHER FEES AND CHARGES - NO CHANGE
Open Session Item
SUBJECT: Washington County Museum Ramble
PRESENTATION DATE: April 24, 2018
PRESENTATION BY: Anna Cueto, President, Washington County Museums & Historical Sites
Association (and Curator of the Miller House) and Betsy DeVore, Visit Hagerstown & Washington
County Convention & Visitors Bureau (CVB)
RECOMMENDED MOTION: N/A
REPORT-IN-BRIEF: To make BOCC aware of the 15th Annual Museum Ramble that highlights the
museums and historical sites of Washington County; sponsored by the CVB. Event takes place for the
entire month of May
DISCUSSION: Open to BOCC for questions, Presentation of Annual Proclamation
FISCAL IMPACT: The Museums and Historical Sites will receive more visitation because of this
promotion. The CVB pays all related costs such as brochure production, marketing/advertising.
Board of County Commissioners of Washington County, Maryland
Agenda Report Form
WHEREAS, there are more than 30 museums and historical sites throughout Washington County that
hold treasures of historical interest and display our art and heritage; many of our museums are nationally
recognized and privately held, most of which are staffed by volunteers; and
WHEREAS, Washington County is rich in opportunities for residents and visitors alike, it is significant
in its heritage and attractions and offers more than 38 national, state, county and city parks, which
enhances our community because of our culture of hospitality, in addition to honoring our history and
celebrating our past, the Museum Association of Historical Society contributes to our prosperous future;
and
WHEREAS, The Washington County Association of Museums and Historical Sites and the Historical
Society work on behalf of all citizens of Washington County to help attract visitors here. The seventh
annual Washington County Museum Ramble is scheduled for May 1 – 31, 2018. This special event, co-
sponsored by the Visit Hagerstown & Washington County Convention & Visitors Bureau, is a special
tour of many of the museums throughout the county; and
NOW THEREFORE, we the Board of County Commissioners of Washington County, Maryland, hereby
praise the efforts of the Historical Society and the Association of Museums and Historical Sites and do
hereby celebrate May 1 – May 7, 2018 as Washington County History Week, in Washington County,
Maryland.
Open Session Item
SUBJECT: Youth Meritorious Award Presentation
PRESENTATION DATE: Tuesday, April 24, 2018
PRESENTATION BY: Tiffany Miller & Board of County Commissioners
RECOMMENDED MOTION: No motion or action is requested or recommended.
REPORT-IN-BRIEF: The following individuals have been selected for the Youth Meritorious Award
for the month of April. They were selected based on their scholastic achievement, leadership qualities,
community service performed or other positive contributions to their school or community.
April 2018 – Gretchen Stenger – 12th Grade – Clear Spring High School
Parent(s) – Mickey & Amy Stenger
Hometown – Hagerstown, MD
Nominated by Nancy Armstrong
April 2018 – Lauren Moore – 11th Grade – Boonsboro High School
Parent(s) – Douglas & Paula Moore
Hometown – Boonsboro, MD
Nominated by Paula Moore
DISCUSSION: N/A
FISCAL IMPACT: N/A
CONCURRENCES: N/A
ALTERNATIVES: N/A
ATTACHMENTS: Student Summaries
AUDIO/VISUAL NEEDS: N/A
Youth Meritorious Award Summary for:
Gretchen Stenger
12th Grade Student
Clear Spring High School
Nominated By: Nancy Armstrong
Parent(s) – Mickey & Amy Stenger
Nancy Armstrong endorsed the following:
Board of County Commissioners of Washington County, Maryland
Agenda Report Form
I am nominating Gretchen Stenger because she is such a well-rounded student. Gretchen
plays both Volleyball and Basketball for Clear Spring. Academically she is an honor
student and a member of the National Honor Society. She was recently crowned 2017 Miss
Washington County Outstanding Teen. She is a student member on the board at Breast
Cancer Awareness of Cumberland Valley and has a wonderful platform called Hats for
Hope. Hats for Hope was started because when Gretchen was 5 years old she had a brain
tumor. It was benign, however they had to shave her head. Her parents gave her hats to
wear which made her smile. She has made donations of hats to both Hospice and Breast
Cancer Awareness of Cumberland Valley. She is a member of Student Government and is
also a "Best Buddy" at Clear Spring where she has lunch with a special need student each
week. She always has a smile on her face and she always tries to make time to talk to
everyone.
Youth Meritorious Award Summary for:
Lauren Moore
11th Grade Student
Boonsboro High School
Nominated By: Paula Moore
Parent(s) – Douglas & Paula Moore
Paula Moore endorsed the following:
Lauren Moore has a kind heart, a drive to succeed and compassion to help others. She sets goals for
herself, has high self-expectations, and works hard to achieve her goals. As a member of the
Boonsboro HS varsity soccer team, indoor track and field team, and outdoor track and field team,
she has kept her academic focus in order to earn a GPA over 4.0. She has earned team state titles in
track and earned the state semifinal title in soccer. In addition to high school sports, she also played
soccer through the Antietam United Travel Soccer Club and Boonsboro AYSO outside of school.
She has been the president of the French Honor Society for the past two years and is a member of the
National Honor Society. She helps other students transition to high school through the Link Leader
program where she welcomes new students, shows them how to succeed in high school, and helps
new students be successful. She has been a member of the Student Government Association,
Boonsboro Literary Arts Magazine and Class Cabinet. Lauren enjoys playing the cello in the
Boonsboro Orchestra during the school, and after hours she is a member of the Boonsboro
Alternative String Orchestra. She has achieved the leadership role of 1st chair cello in both
orchestras.
Outside of school, she helps mentor an elementary student by volunteering. She has become a
member of the Meritus Medical Center Volunteer and Auxiliary and she has shadowed Physician
Assistants in Urgent Care, Orthopedics and Family Practice to help pursue her goal of becoming a
Physician Assistant. She has volunteered at the American Odyssey Relay, Washington County Free
Library, and Antietam National Battlefield Memorial Illumination.
Open Session Item
SUBJECT: County Commissioners of Washington County Public Improvement Bonds of 2018
Authorizing Resolution
PRESENTATION DATE: April 24, 2018
PRESENTATION BY: Lindsey A. Rader, Bond Counsel for Washington County and Kim Edlund,
Director of Budget & Finance
RECOMMENDED MOTION: Move to approve the resolution authorizing County
Commissioners of Washington County (the “County”) to issue and sell, at public sale, upon its
full faith and credit, a series of general obligation bonds in the original aggregate principal
amount not to exceed $14,485,000 for the purpose of financing or reimbursing costs of certain
public facilities and projects, as presented.
REPORT-IN-BRIEF: Certain Chapter Laws of Maryland, County Code provisions and
provisions of the Annotated Code of Maryland, as applicable, authorize the County to issue and
sell at public sale, upon its full faith and credit, a series of general obligation bonds for the
purpose of financing or reimbursing the cost of certain public facilities and projects (see
attachment). The contemplated bonds will not exceed $14,485,000 in original aggregate
principal amount ($12,000,000 tax-supported and $2,485,000 self-supported). Certain details of
the bonds are subject to adjustment based on market conditions, due to legal or tax
considerations or for other reasons identified in the resolution. The Chief Financial Officer is
authorized to make certain determinations and adjustments with respect to the bonds prior to
release of the Preliminary Official Statement provided for in the resolution or following such
release but prior to the sale of the bonds, including (without limitation) adjusting the original
aggregate principal amount of the bonds, adjusting the amortization schedule for the bonds,
and/or changing the principal, interest and/or optional redemption dates In addition, authority to
award or reject the bonds at the sale, and to make certain post-sale adjustments contemplated by
the resolution, is delegated to the Chief Financial Officer, who shall act by order.
DISCUSSION: Proceeds from the bonds will be used to fund costs of certain infrastructure,
public safety, public facilities and environmental public facilities and projects. Bond proceeds
have been re-allocated to certain projects included in the 2018 Capital Budget. The amount of
bond funding has been reduced by $101,000 from the amount originally anticipated, the
educational project originally expected to be funded from bond proceeds has been eliminated
from the financing, and the amount of bond funds has been re-allocated among certain of the
projects since adoption of the 2018 Capital Budget. Issuance costs are expected to be funded
from pay-go funds or from the net premium received from the successful bidder for the bonds.
Board of County Commissioners of Washington County, Maryland
Agenda Report Form
FISCAL IMPACT: Annual bond issuance has been included in the County’s annual debt
affordability analysis.
CONCURRENCES: County Administrator and County Attorney
ALTERNATIVES: If the resolution is not approved, it will be necessary to eliminate the public
facilities and projects to be funded from the bonds as detailed in the Capital Improvement Plan.
Also, it will be necessary to determine alternative funding for such public facilities and projects
already in progress.
ATTACHMENTS: Resolution, schedule of public facilities and projects to be funded from
the bonds, and draft Preliminary Official Statement. (Financial Statements and Supplemental
Schedules Together with Report of Independent Public Accountants available online at
www.washco-md.net under our Budget and Finance Department).
AUDIO/VISUAL NEEDS: N/A
RESOLUTION NO. RS-2018-____
A RESOLUTION AUTHORIZING AND EMPOWERING COUNTY COMMISSIONERS OF
WASHINGTON COUNTY (THE “COUNTY”) TO ISSUE AND SELL AT PUBLIC SALE,
UPON ITS FULL FAITH AND CREDIT, A SERIES OF ITS GENERAL OBLIGATION
BONDS DESIGNATED “COUNTY COMMISSIONERS OF WASHINGTON COUNTY
PUBLIC IMPROVEMENT BONDS OF 2018”, IN THE ORIGINAL AGGREGATE
PRINCIPAL AMOUNT OF $14,485,000, SUBJECT TO ADJUSTMENT AS PROVIDED
HEREIN, PURSUANT TO THE PROVISIONS OF, AS APPLICABLE, CHAPTER 60 OF
THE LAWS OF MARYLAND OF 2013, AND TITLE 6 OF THE CODE OF PUBLIC LOCAL
LAWS OF WASHINGTON COUNTY (2007), EACH AS AMENDED AS APPLICABLE,
FOR THE PUBLIC PURPOSES OF FINANCING THE COST OF CERTAIN PUBLIC
FACILITIES AND PROJECTS IN WASHINGTON COUNTY, INCLUDING THE COST OF
ACQUISITION, ALTERATION, CONSTRUCTION, RECONSTRUCTION,
ENLARGEMENT, EQUIPPING, EXPANSION, EXTENSION, IMPROVEMENT,
REHABILITATION, RENOVATION, UPGRADING AND REPAIR OF VARIOUS
INFRASTRUCTURE, PUBLIC SAFETY, PUBLIC FACILITIES AND ENVIRONMENTAL
PROJECTS, TOGETHER WITH ANY RELATED ARCHITECTURAL, FINANCIAL,
LEGAL, PLANNING OR ENGINEERING SERVICES; PRESCRIBING THE TERMS AND
CONDITIONS OF SAID BONDS AND THE TERMS AND CONDITIONS UPON WHICH
SAID BONDS SHALL BE ISSUED AND SOLD AND OTHER INCIDENTAL DETAILS
WITH RESPECT THERETO; PLEDGING THE FULL FAITH AND CREDIT AND
UNLIMITED TAXING POWER OF THE COUNTY TO THE PAYMENT OF THE BONDS
AND PROVIDING THAT, IN THE EVENT THAT FUNDS AVAILABLE TO THE COUNTY
ARE INSUFFICIENT TO PAY THE PRINCIPAL OF AND INTEREST ON THE BONDS
THAT THE COUNTY SHALL LEVY AND COLLECT AD VALOREM TAXES UPON ALL
THE LEGALLY ASSESSABLE PROPERTY WITHIN WASHINGTON COUNTY
SUFFICIENT TO PROVIDE FOR SUCH PAYMENTS WHEN DUE; PROVIDING FOR THE
DISBURSEMENT OF THE PROCEEDS OF THE BONDS; APPROVING A PRELIMINARY
OFFICIAL STATEMENT AND AUTHORIZING THE PREPARATION AND
DISTRIBUTION OF AN OFFICIAL STATEMENT IN CONNECTION WITH THE
ISSUANCE AND SALE OF SAID BONDS; MAKING CERTAIN FINDINGS CONCERNING
DEBT LIMITATIONS OF WASHINGTON COUNTY; MAKING OR PROVIDING FOR THE
MAKING OF CERTAIN ELECTIONS, COVENANTS OR DETERMINATIONS
PERTAINING TO THE TAX-EXEMPT STATUS OF SAID BONDS; PROVIDING THAT
THE PROVISIONS OF THIS RESOLUTION SHALL BE LIBERALLY CONSTRUED; AND
GENERALLY PROVIDING FOR THE ISSUANCE OF SAID BONDS.
R E C I T A L S
Chapter 60 of the Laws of Maryland of 2013 (the “2013 Act”) authorizes and empowers
County Commissioners of Washington County (the “County”) to issue and sell bonds upon its
full faith and credit in an aggregate principal amount not to exceed $60,000,000 to provide funds
to finance the cost of the construction, improvement or development (within the meaning of such
Act) of certain public facilities in Washington County. The County has previously issued
$10,162,278 of its County Commissioners of Washington County Public Improvement Bonds of
2015, $12,103,000 of its County Commissioners of Washington County Public Improvement
Bonds of 2016, and $13,142,000 of its County Commissioners of Washington County Public
Improvement Bonds of 2017 pursuant to the authority of the 2013 Act.
Title 6 of the Code of Public Local Laws of Washington County, Maryland (2007), as
amended (the “Water and Sewer Act”) authorizes and empowers the County to issue bonds upon
its full faith and credit to provide funds for the purpose of paying the cost of a water system,
sewerage system or drainage system or any part of such system that the County owns, constructs
or operates (referred to as “projects” in the Water and Sewer Act).
Pursuant to the authority of the 2013 Act and the Water and Sewer Act, as applicable, the
County has determined to issue and sell its general obligation bonds in an original aggregate
principal amount not to exceed $14,485,000 (the “New Money Bonds”) to finance the cost of the
construction, improvement or development (within the meaning of the 2013 Act) of certain
public facilities in Washington County and the cost of certain projects (within the meaning of the
Water and Sewer Act). The New Money Bonds are being issued to finance the cost of certain
public facilities and projects as more particularly described in Section 2 herein. The issuance of
the New Money Bonds shall not cause the County to exceed the debt limitation provided for in
the Water and Sewer Act.
The Water and Sewer Act and the 2013 Act are together referred to as the “Acts”.
The New Money Bonds, as authorized to be issued and sold by this Resolution, are a
single series of bonds for the purposes of financing the cost of certain public facilities and
projects in Washington County, all as described herein.
References in this Resolution to “principal amount” or “principal amounts” shall be
construed as “par amount” or “par amounts”, respectively. References in this Resolution to
“finance” or “financing” are deemed to include “reimburse” or “reimbursing”, respectively.
These Recitals constitute an integral part of this Resolution. Capitalized terms used in
these Recitals and not otherwise defined in the following Sections of this Resolution shall have
the meanings given to such terms in these Recitals.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY
COMMISSIONERS OF WASHINGTON COUNTY:
Section 1. The County hereby determines that it is necessary to borrow money and incur
indebtedness pursuant to the authority of the 2013 Act and the Water and Sewer Act, as
applicable, to finance the cost of the public facilities and projects described in Section 2 hereof.
Pursuant to the authority of the 2013 Act and the Water and Sewer Act, as applicable, the
County shall borrow on its full faith and credit the aggregate sum of not to exceed $14,485,000
in order to provide funds to finance the cost of the construction, improvement or development of
certain public facilities in Washington County (within the meaning of the 2013 Act) and to
finance the cost of certain projects (within the meaning of the Water and Sewer Act), as further
described in Section 2 hereof, and shall evidence such borrowing by the issuance of a series of its
general obligation bonds in the original aggregate principal amount not to exceed $14,485,000
and designated “County Commissioners of Washington County Public Improvement Bonds of
2018” (the “Bonds”).
The Chief Financial Officer of the County (who constitutes the Director of the Office of
Budget and Finance for purposes of the County Code, the “Chief Financial Officer”), on behalf
of the County, with the advice of the financial advisor to the County and bond counsel to the
County, is hereby authorized from time to time prior to the sale of the Bonds to adjust the
original aggregate principal amount of the Bonds as set forth in Section 3 hereof upward or
downward (so long as such original aggregate principal amount, as adjusted, does not exceed
$14,485,000), to eliminate one or more of the maturities of the Bonds provided for in Section 3
hereof and/or to adjust the principal amounts of each maturity of the Bonds upward or
downward, due to tax considerations, due to market considerations, in order to restructure the
amortization schedule for the Bonds to meet financial considerations impacting the County
and/or in order to reduce the proceeds of the Bonds to be applied to any of the contemplated
public facilities or projects provided for in Section 2 hereof, and such adjustment (i) shall be
reflected in the Preliminary Official Statement provided for in Section 19 hereof if such
determination is made prior to the release of such Preliminary Official Statement or (ii) shall be
communicated in accordance with the provisions of the official Notice of Sale provided for in
Section 11 hereof if such determination is made after the release of such Preliminary Official
Statement.
Section 2. Subject to net original issue discount, if any, and adjustments made in
connection with the sale of the Bonds (including as contemplated in Section 1 hereof), the
projects and purposes on account of which the Bonds are issued and the approximate amount of
the par value of proceeds of the Bonds allocated to each class of projects are identified as
follows:
Notwithstanding the foregoing allocation, the County, without notice to or the consent of the
registered owners of the Bonds, may reallocate the approximate amount of the par value of the
proceeds of the Bonds to be spent among the projects referenced above (as such projects may be
further identified in materials provided or available to the Board of County Commissioners of
Washington County (the “Board”) or in resolutions of the Board) in compliance with applicable
County budgetary procedures or applicable law.
Section 3. The Bonds shall be dated their dated date and shall be issued in the
denominations of $5,000 each or any integral multiple thereof. The Bonds shall bear interest
from their dated date. Subject to the further provisions of this Section 3, interest on the Bonds
shall be payable on January 1, 2019 and on each July 1 and January 1 thereafter until maturity or,
as applicable, prior redemption. Each January 1 or July 1 on which interest is due on the Bonds
is referred to herein as an “Interest Payment Date”. Interest shall be calculated on a 30-day
month/360-day year basis.
Subject to the provisions of this Resolution, the Bonds shall mature or be subject to
mandatory sinking fund redemption as designated by the successful bidder for the Bonds, on July
1 of the years and in the amounts as follows:
Note: The original aggregate principal amount of, and original aggregate principal amount of
each maturity of, the Bonds, is subject to adjustment prior to sale as provided in Section 1 hereof
and in the official Notice of Sale provided for in Section 11 hereof. In addition, the original
aggregate principal amount of, and/or the original aggregate principal amount of each maturity
of, the Bonds is subject to adjustment after receipt of bids in accordance with the provisions of
the official Notice of Sale provided for in Section 11 hereof.
The foregoing provisions of this Section 3 are also subject to the provisions of Sections 1,
11 and 12 hereof.
Subject to the provisions of Section 11 hereof, each Bond shall bear interest from its
dated date if no interest payment has been paid or from the most recent Interest Payment Date to
which interest has been paid or duly provided for; provided, however, that each Bond
authenticated after the Record Date (as hereinafter defined) for any Interest Payment Date, but
prior to such Interest Payment Date, shall bear interest from such Interest Payment Date. Interest
on the Bonds shall be paid at the rate or rates named by the successful bidder for the Bonds in
accordance with the terms of the official Notice of Sale hereinafter provided for.
The County hereby appoints Manufacturers and Traders Trust Company, a New York
state banking corporation, as bond registrar and as paying agent for the Bonds (the “Bond
Registrar and Paying Agent”).
The principal of and interest on the Bonds shall be payable in such money of the United
States of America as is lawful at the time of payment.
So long as the Bonds are maintained in Book-Entry Form (as hereinafter defined),
payments of principal or redemption price of the Bonds shall be made as described in Section 5
hereof. At any other time, the principal or redemption price of each Bond shall be paid upon
presentment and surrender of such Bond on the date such principal or redemption price is
payable or if such date is not a Business Day (as hereinafter defined) then on the next succeeding
Business Day at the designated corporate trust office of the Bond Registrar and Paying Agent.
Interest on each Bond shall be payable to the person in whose name such Bond is
registered (the “Registered Owner”) on the registration books for the Bonds as of the close of
business on the 15th calendar day of the month immediately preceding each Interest Payment
Date (the “Record Date”). So long as the Bonds are maintained in Book-Entry Form, payment of
interest on the Bonds shall be made as described in Section 5 hereof. At any other time, payment
of the interest on each Bond shall be made by check mailed on the date such interest is payable
or, if such date is not a Business Day, then the next succeeding Business Day to the address of
such Registered Owner as it appears on said registration books for the Bonds (the “Bond
Register”).
“Business Day” means a day other than a Saturday, Sunday or day on which the Bond
Registrar and Paying Agent is authorized or obligated by law or required by executive order to
remain closed.
The interest on any Bond which is payable, but is not punctually paid or duly provided
for, on the appropriate Interest Payment Date shall forthwith cease to be payable to the
Registered Owner thereof by virtue of having been such Registered Owner on the relevant
Record Date; and such interest shall be paid by the Bond Registrar and Paying Agent to the
person in whose name the Bond (or its predecessor Bond) is registered at the close of business on
a date to be fixed by the Bond Registrar and Paying Agent for the payment of such interest,
notice thereof being given by first class mail (postage prepaid) to said person not fewer than 30
days prior to such record date, at the address of such person appearing on the Bond Register, or
may be paid at any time in any other lawful manner not inconsistent with the requirements of any
securities exchange on which the Bonds may be listed and upon such notice as may be required
by such exchange.
Section 4. The Bonds shall be issued as fully registered bonds registered on the Bond
Register kept for that purpose by the Bond Registrar and Paying Agent, and shall be registered
and transferred in accordance with the terms and conditions set forth in the Bonds. The Bonds
shall be initially issued in the form of authenticated, fully registered Bonds in the amount of each
separate maturity of the Bonds.
Section 5. The provisions of this Section 5 shall apply to the Bonds so long as the Bonds
shall be maintained in Book-Entry Form with a Depository (as hereinafter defined), any other
provisions of this Resolution to the contrary notwithstanding.
A system for registration of the Bonds in Book-Entry Form with a Depository, which
shall initially be The Depository Trust Company, New York, New York (“DTC”), shall be in
effect on the date of the issuance and delivery of the Bonds.
(a) Upon initial issuance and delivery, one fully registered bond for the original
aggregate principal amount of each maturity of the Bonds will be registered in the name of Cede
& Co., as nominee for DTC, and immobilized in the custody of DTC or held by the Bond
Registrar and Paying Agent on DTC’s behalf through DTC’s “FAST” system.
(b) Transfer of ownership interests in the Bonds will be accomplished by book entries
made by the Depository and, in turn, by the direct or indirect participants (the “Participants”)
who act on behalf of the ultimate purchasers of the Bonds (the “Beneficial Owners”). The
Beneficial Owners will not receive certificates representing their ownership in the Bonds, except
as hereafter provided.
(c) The principal or redemption price of and interest on the Bonds shall be payable to
the Depository, or registered assigns, as the registered owner of the Bonds, in same day funds on
each date on which the principal or redemption price of or interest on the Bonds is due as set
forth in this Resolution and in the Bonds or as otherwise required by the Depository. Such
payments shall be made to the offices of the Depository specified by the Depository to the Bond
Registrar and Paying Agent in writing. Without notice to or the consent of the holders of the
Bonds, the County, the Bond Registrar and Paying Agent and the Depository may agree in
writing to make payments of principal and interest in a manner different from that set out herein;
no such written agreement shall be required if a change is provided for in the Depository’s
operational arrangements. Neither the County nor the Bond Registrar and Paying Agent shall
have any obligation with respect to the transfer or crediting of the appropriate principal and
interest payments to the Participants or the Beneficial Owners or their nominees.
(d) The County may replace any Depository as the securities depository for the Bonds
with another Depository or discontinue the maintenance of the Bonds with any Depository if (i)
the County, in its sole discretion, determines that any (A) such Depository is incapable of
discharging its duties with respect to the Bonds, or (B) the interests of the Beneficial Owners
might be adversely affected by the continuation of the Book-Entry System (as hereinafter
defined) with such Depository as the securities depository for the Bonds, or (ii) such Depository
determines not to continue to act as a securities depository for the Bonds or is no longer
permitted to act as such securities depository. Notice of any determination pursuant to clause (i)
shall be given to such Depository at least 30 days prior to any such discontinuance (or such
fewer number of days as shall be acceptable to such Depository). Neither the County nor the
Bond Registrar and Paying Agent will have any obligation to make any investigation to
determine the occurrence of any events that would permit the County to make any determination
described in this paragraph.
(e) If, following a determination or event specified in subsection (d) above, the
County discontinues the maintenance of the Bonds in Book-Entry Form, the County will issue
replacement bonds (the “Replacement Bonds”) directly to the applicable Participants as shown
on the records of the Depository or, to the extent requested by any Participant, to the Beneficial
Owners of the Bonds as further described in this Section. The Bond Registrar and Paying Agent
shall make provisions to notify the applicable Participants and the applicable Beneficial Owners
by mailing an appropriate notice to the Depository, or by other means deemed appropriate by the
Bond Registrar and Paying Agent in its discretion, that the County will issue Replacement Bonds
directly to the Participants shown on the records of the Depository or, to the extent requested by
any Participant, to Beneficial Owners of the Bonds shown on the records of such Participant, as
of a date set forth in such notice, which shall be a date at least 10 days after receipt of such notice
by the Depository (or such fewer number of days as shall be acceptable to the Depository).
In the event that Replacement Bonds are to be issued to the Participants or to the
Beneficial Owners with respect to the Bonds, the Bond Registrar and Paying Agent shall
promptly have prepared Replacement Bonds registered in the names of such Participants as
shown on the records of the Depository or, if requested by such Participants, in the names of the
Beneficial Owners of the Bonds, as shown on the records of such Participants as of the date set
forth in the notice delivered in accordance with the immediately preceding paragraph.
Replacement Bonds issued to Participants or to Beneficial Owners shall be in the authorized
denominations, be payable as to principal and interest on the same dates as the Bonds, with
interest being payable by check or draft mailed to each registered owner at the address of such
owner as it appears on the Bond Register and principal being payable upon presentation to the
Bond Registrar and Paying Agent, and be in fully registered form.
Replacement Bonds issued to a Depository shall have the same terms, form and content
as the Bonds initially registered in the name of the Depository to be replaced or its nominee
except for the name of the record owner.
(f) The Depository and its Participants and the Beneficial Owners, by their
acceptance of the Bonds, agree that neither the County nor the Bond Registrar and Paying Agent
shall have any liability for the failure of the Depository to perform its obligations to the
Participants and the Beneficial Owners, nor shall the County or the Bond Registrar and Paying
Agent be liable for the failure of any Participant or other nominee of the Beneficial Owners to
perform any obligation to the Beneficial Owners of the Bonds.
For purposes of this Section 5, the following words have the following meanings:
“Book-Entry Form” or “Book-Entry System” means a form or system, as applicable,
under which (i) the ownership of beneficial interests in the Bonds may be transferred only
through a book-entry and (ii) physical bond certificates in fully registered form are registered
only in the name of a Depository or its nominee as holder, with the physical bond certificates
“immobilized” in the custody of the Depository or in the custody of the Bond Registrar and
Paying Agent on behalf of the Depository.
“Depository” means any securities depository that is a “clearing corporation” within the
meaning of the New York Uniform Commercial Code and a “clearing agency” registered
pursuant to the provisions of Section 17A of the Securities Exchange Act of 1934, as amended,
operating and maintaining, with its participants or otherwise, a Book-Entry System to record
ownership of beneficial interests in municipal bonds, and to effect transfers of municipal bonds,
in Book-Entry Form, and includes and means initially The Depository Trust Company, New
York, New York.
Section 6. (a) The Bonds that mature on or before July 1, 2027 are not subject to
redemption at the option of the County prior to their maturities. The Bonds maturing on and
after July 1, 2028 shall be redeemable at the option of the County, in whole or in part, on any
date on or after July 1, 2027, in any order directed by the County, at a redemption price of the
principal amount of the Bonds (or portions thereof) to be redeemed, plus accrued interest thereon
to the date fixed for redemption, without premium or penalty. The particular maturities or
portions of maturities of the Bonds to be so redeemed shall be determined in the sole discretion
of the County.
(b) Notwithstanding any provisions contained herein, during any period in which the
Bonds are maintained pursuant to a Book-Entry System, redemption of the Bonds shall occur in
accordance with the Depository’s standard procedures for redemption of obligations such as the
Bonds.
(c) Additional provisions relating to the optional redemption of the Bonds and the
mandatory sinking fund redemption of the Bonds (if applicable) are provided for in the form of
Bond set forth in Section 8 hereof.
The provisions of this Section 6 are also subject to the provisions of Section 11 hereof.
Section 7. The Bonds, when issued, shall be executed in the name of the County by the
manual or facsimile signature of the President or the Vice President of the Board and the seal of,
or a facsimile of the seal of, the County shall be imprinted thereon, and the Bonds shall be
attested by the manual or facsimile signature of the County Clerk and authenticated by the
manual signature of the Bond Registrar and Paying Agent.
In the event any official of the County whose signature shall appear on any Bond
described in this Resolution shall cease to be such official prior to the delivery of said Bond,
his/her signature shall nevertheless be valid, sufficient and binding for the purposes herein
intended.
There shall be printed on or attached to each of the Bonds the text of the approving legal
opinion of Bond Counsel with respect to the Bonds. Such printed text shall be certified by the
manual or facsimile signature of the President or the Vice President of the Board to be a true and
complete copy of such opinion as delivered to the County on the date of delivery of the Bonds to
the original purchasers thereof.
Section 8. The Bonds shall be in substantially the following form, which form together
with all of the terms, covenants and conditions therein contained, is hereby adopted by the
County as and for the form of obligation to be incurred by it, and said terms, covenants and
conditions are hereby made binding upon the County, including the promise to pay therein
contained, in accordance with said form:
[CONTINUED ON NEXT PAGE]
(Form of Face of Bond)
Note: Bracketed language is intended to reflect that such provisions apply only in certain
circumstances, and such language shall be deleted from or included in the final form of
Bonds, as appropriate.
No. R-___ $______________________
UNITED STATES OF AMERICA
STATE OF MARYLAND
COUNTY COMMISSIONERS OF WASHINGTON COUNTY
PUBLIC IMPROVEMENT BOND OF 2018
Annual Interest Rate Maturity Date Bond Date Cusip Number
July 1, ____ ________, 2018 937751___
Registered Owner: Cede & Co.
Principal Amount: Dollars
County Commissioners of Washington County, a body politic and corporate organized
and existing under the Constitution and laws of the State of Maryland (the “County”), hereby
acknowledges itself indebted for value received and, upon surrender hereof, promises to pay to
the Registered Owner shown above, or his registered assigns, on the Maturity Date shown above,
unless, to the extent applicable, this bond shall have been called for prior redemption and
payment of the redemption price made or provided for, the Principal Amount shown above, and
to pay interest on the outstanding principal amount hereof from the later of the Bond Date shown
above and the most recent Interest Payment Date (as hereinafter defined) to which interest has
been paid or provided for; provided, however, if this bond is authenticated after a Record Date
(as hereinafter defined) for any Interest Payment Date and before such Interest Payment Date, it
shall bear interest from such Interest Payment Date.
Interest on this bond shall be paid at the Annual Interest Rate shown above, payable on
January 1, 2019 and semiannually thereafter on July 1 and January 1 in each year (the “Interest
Payment Dates”) until payment of such Principal Amount shall be discharged as provided in the
Resolution (as hereinafter defined). Such interest shall be paid to the person in whose name this
bond is registered on the registration books for the series of bonds of which this bond is one (the
“Bond Register”) maintained by the Bond Registrar and Paying Agent (as hereinafter defined) at
the close of business on the 15th calendar day of the month next preceding each Interest Payment
Date (the “Record Date”). Interest shall be calculated on a 30-day month/360-day year basis.
Notwithstanding the preceding sentence, interest on this bond which is payable, but is not
punctually paid or duly provided for, on any Interest Payment Date shall forthwith cease to be
payable to the Registered Owner by virtue of having been such Registered Owner on the relevant
Record Date and such interest shall be paid by the Bond Registrar and Paying Agent to the
person in whose name this bond (or its predecessor bond) is registered at the close of business on
a date fixed by the Bond Registrar and Paying Agent for the payment of such interest, notice
thereof being given by first class mail, postage prepaid, to said person not fewer than 30 days
prior to such Record Date, at the address of such person appearing on the Bond Register, or may
be paid at any time in any other lawful manner not inconsistent with the requirements of any
securities exchange on which this bond may be listed and upon such notice as may be required
by such exchange.
Principal or redemption price of and interest on this bond are payable in such money of
the United States of America as is lawful at the time of payment.
This bond is one of an issue of bonds limited in original aggregate principal amount to
$________________, all dated the date of delivery and all known as “County Commissioners of
Washington County Public Improvement Bonds of 2018” (the “Bonds”). The Bonds are issued
as registered bonds, without coupons, in the denominations of $5,000 or any integral multiple
thereof. The Bonds are numbered consecutively from No. 1 upward and mature on July 1 in the
years and in the amounts and bear interest at the annual rates, all as set forth below:
Maturing
Principal
Interest Rate
Maturing
Principal Amount
Interest Rate
[COMPLETE AMORTIZATION SCHEDULE FOR THE BONDS]
[Include the following for each maturity constituting a term bond only to extent the
successful bidder for the Bonds designates term bonds--The Bonds maturing on July 1, _____
are subject to mandatory sinking fund redemption at a redemption price equal to 100% of the
principal amount thereof, together with interest accrued to the date fixed for redemption, on the
dates and in the principal amounts set forth below:
Mandatory Sinking
Redemption Date Fund Installment]
The Bonds that mature on or before July 1, 2027 are not subject to redemption at the
option of the County prior to their respective maturities. The Bonds maturing on and after July
1, 2028 shall be subject to redemption prior to their respective maturities, at the option of the
County, in whole or in part on any date on or after July 1, 2027, in such order as shall be
determined by the County, at a redemption price of the principal amount of the Bonds (or
portions thereof) to be redeemed, plus accrued interest thereon to the date fixed for redemption,
without premium or penalty.
If fewer than all of the Bonds of any one maturity shall be called for redemption, then the
particular Bonds of such maturity to be redeemed in whole or in part shall be selected by such
means and in such manner as the Bond Registrar and Paying Agent, in its sole discretion, shall
determine. Each $5,000 principal amount of any Bond shall be considered a separate Bond for
the purposes of selection of Bonds for redemption.
If all or a portion of the Bonds outstanding are to be redeemed, the County shall give or
cause to be given notice of such redemption by first class mail, postage prepaid, at least 30 days
prior to the date fixed for redemption to each registered owner of a Bond or portion thereof to be
redeemed at the address of such registered owner appearing on the Bond Register. The failure to
mail the redemption notice or any defect in the notice so mailed shall not affect the validity of
the redemption proceedings. The County may, but shall not be obligated to, publish such notice
of redemption at least once not fewer than 30 days prior to the date fixed for redemption in a
newspaper circulating in the City of Baltimore, Maryland and also in a financial journal or daily
newspaper of general circulation published in the City of New York, New York. The
redemption notice shall state (i) whether the Bonds are to be redeemed in whole or in part and, if
in part, the maturities, numbers and CUSIP numbers of the Bonds to be redeemed, (ii) in the case
of a partial redemption of any Bond, the portion of the principal amount which is to be
redeemed, (iii) that interest shall cease to accrue on the Bonds (or portions thereof) called for
redemption on the date fixed for redemption, (iv) the date fixed for redemption and the
redemption price, (v) the address of the Bond Registrar and Paying Agent with a contact person
and phone number, and (vi) that the Bonds to be redeemed in whole or in part shall be presented
for redemption and payment on or after the date fixed for redemption at the designated corporate
trust office of the Bond Registrar and Paying Agent. Any such notice may be conditioned upon
receipt by the Bond Registrar and Paying Agent of sufficient funds to effect such redemption.
From and after the date fixed for redemption, if monies sufficient for the payment of the
redemption price of the Bonds (or portions thereof) called for redemption plus accrued interest
due thereon to the date fixed for redemption are held by the Bond Registrar and Paying Agent on
such date, the Bonds (or portions thereof) so called for redemption shall become due and payable
at the redemption price provided for redemption of such Bonds (or portions thereof) on such
date, interest on such Bonds (or portions thereof) shall cease to accrue and the registered owners
of such Bonds so called for redemption in whole or in part shall have no rights in respect thereof
except to receive payment for the redemption price thereof plus accrued interest thereon to the
date fixed for redemption from such monies held by the Bond Registrar and Paying Agent.
Upon presentation and surrender of a Bond called for redemption in whole or in part in
compliance with the redemption notice, the Bond Registrar and Paying Agent shall pay the
appropriate redemption price of such Bond plus accrued interest thereon to the date fixed for
redemption. If Bonds (or portions thereof) so called for redemption are not paid upon
presentation and surrender as described above, such Bonds shall continue to bear interest at the
rates stated therein until paid.
In case part but not all of a Bond shall be selected for redemption, then, upon the
surrender thereof, there shall be issued without charge to the registered owner thereof Bonds in
any of the authorized denominations as specified by the registered owner. The aggregate
principal amount of Bonds so issued shall be equal to the unredeemed balance of the principal
amount of the Bond surrendered, and the Bonds issued shall bear the same interest rate and shall
mature on the same date as the Bond surrendered.
[TO BE USED FOR BONDS IN BOOK-ENTRY FORM ONLY THAT ARE SUBJECT TO
REDEMPTION--So long as all of the Bonds shall be maintained in book-entry form with a
Depository (as defined in the Resolution) in accordance with Section 5 of the Resolution, in the
event that part, but not all, of this bond shall be called for redemption, the holder of this bond
may elect not to surrender this bond in exchange for a new Bond and in such event shall make a
notation indicating the principal amount of such redemption and the date thereof on the Payment
Grid attached hereto. For all purposes, the principal amount of this bond outstanding at any time
shall be equal to the lesser of (A) the Principal Amount shown on the face hereof and (B) such
Principal Amount reduced by the principal amount of any partial redemption of this bond
following which the holder of this bond has elected not to surrender this bond. The failure of the
holder hereof to note the principal amount of any partial redemption on the Payment Grid
attached hereto, or any inaccuracy therein, shall not affect the payment obligation of the County
hereunder. THEREFORE, IT CANNOT BE DETERMINED FROM THE FACE OF THIS
BOND WHETHER A PART OF THE PRINCIPAL OF THIS BOND HAS BEEN PAID.
Unless this bond is presented by an authorized representative of The Depository Trust
Company, a limited-purpose trust company organized under the New York Banking Law
(“DTC”), to the County or its agent for registration of transfer, exchange, or payment, and any
bond issued is registered in the name of Cede & Co. or in such other name as is requested by an
authorized representative of DTC (and any payment is made to Cede & Co. or to such other
entity as is requested by an authorized representative of DTC), ANY TRANSFER, PLEDGE,
OR OTHER USE HEREOF FOR VALUE OR OTHERWISE BY OR TO ANY PERSON IS
WRONGFUL inasmuch as the registered owner hereof, Cede & Co., has an interest herein.]
The Bonds are issued pursuant to the authority of Chapter 60 of the Laws of Maryland of
2013, and Title 6 of the Code of Public Local Laws of Washington County (2007), each as
amended (collectively, the “Act”), and in accordance with Resolution No. RS-2018-__ of the
Board of County Commissioners of the County adopted on ____________, 2018 (the
“Resolution”).
The Bonds will be transferable only upon the Bond Register by the Bond Registrar and
Paying Agent. Any Bond presented for transfer, exchange, registration, redemption or payment
(if so required by the Bond Registrar and Paying Agent) shall be accompanied by a written
instrument or instruments of transfer or authorization for exchange, in form and with guaranty of
signature satisfactory to the Bond Registrar and Paying Agent, duly executed by the registered
owner thereof or by his duly authorized attorney. Upon any transfer or exchange, the County
shall execute and the Bond Registrar and Paying Agent shall authenticate and deliver in the name
of the registered owner or the transferee or transferees, as the case may be, a new registered
Bond or Bonds, in any of the authorized denominations in an aggregate principal amount equal
to the principal amount of the Bond exchanged or transferred and maturing on the same date and
bearing interest at the same rate. In each case, the County and the Bond Registrar and Paying
Agent may require payment by the registered owner requesting the exchange or transfer of any
tax, fee or other governmental charge, shipping charges and insurance that may be required to be
paid with respect thereto, but otherwise no charge shall be made to the registered owner for the
exchange or transfer.
The Bond Registrar and Paying Agent shall not be required to transfer or exchange any
Bond after the mailing of notice calling such Bond or portion thereof for redemption; provided,
however, that this limitation shall not apply to any portion of a Bond which is not being called
for redemption.
It is hereby certified and recited that each and every act, condition and thing required to
exist, to be done, to have happened and to be performed precedent to and in the issuance of this
bond, does exist, has been done, has happened and has been performed in full and strict
compliance with the Constitution and laws of the State of Maryland and the Resolution
authorizing the issuance of the issue of bonds, of which this bond is one, and that said issue of
bonds, together with all other indebtedness of the County, is within every debt and other limit
prescribed by the Constitution and laws of said State. This bond is an obligation of the County,
payable as provided in the Resolution, and the full faith and credit and unlimited taxing power of
County Commissioners of Washington County are hereby irrevocably pledged to the payment of
the principal of this bond and of the interest to accrue hereon at the dates and in the manner
mentioned herein.
This bond shall not be valid or become obligatory for any purpose or be entitled to any
benefit or security under the Resolution until the Certificate of Authentication endorsed hereon
shall have been signed by an authorized signatory of the Bond Registrar and Paying Agent.
IN WITNESS WHEREOF, the County has caused this bond to be executed in its name
by the [Vice] President of the Board of County Commissioners of Washington County and
attested by the County Clerk, and has also caused its corporate seal to be affixed or imprinted
hereon.
(SEAL)
ATTEST: COUNTY COMMISSIONERS OF
WASHINGTON COUNTY
By:____________________ By:______________________________________
County Clerk [Vice] President, Board of
County Commissioners of Washington County
CERTIFICATE OF AUTHENTICATION
Date of Authentication:
This bond is one of the registered bonds of County Commissioners of Washington
County designated “County Commissioners of Washington County Public Improvement Bonds
of 2018”.
MANUFACTURERS AND TRADERS TRUST COMPANY,
as Bond Registrar and Paying Agent
By: ____________________________________________
Authorized Signatory
[BONDS IN BOOK-ENTRY FORM ONLY] -
PAYMENT GRID
Date of Principal Principal Holder
Payment Amount Paid Amount Outstanding Signature
__________ ____________ _________________ ______________
__________ ____________ _________________ ______________
__________ ____________ _________________ ______________
__________ ____________ _________________ ______________
__________ ____________ _________________ ______________
__________ ____________ _________________ ______________
__________ ____________ _________________ ______________
__________ ____________ _________________ ______________
__________ ____________ _________________ ______________
__________ ____________ _________________ ______________
__________ ____________ _________________ ______________
__________ ____________ _________________ ______________
__________ ____________ _________________ ______________
ASSIGNMENT
FOR VALUE RECEIVED, the undersigned hereby sells, assigns and transfers unto
_________________ (Tax Identification or Social Security No.______________) the within
bond and all rights thereunder, and does hereby constitute and appoint _______________
attorney to transfer the within bonds on the books kept for the registration thereof, with full
power of substitution in the premises.
Dated:
Signature Guaranteed:
___________________________ ____________________________
NOTICE: Signatures must be (Signature of Registered Owner)
guaranteed by a member firm of NOTICE: Signature must correspond
the New York Stock Exchange or with the name of the Registered
a commercial bank or trust Owner of the within bond as it
company appears on the face of the within
bond in every particular, without
alteration or enlargement or any
change whatever
IT IS HEREBY CERTIFIED that the following is a true and correct copy of the complete
legal opinion of Funk & Bolton, P.A., Baltimore, Maryland, with respect to the issue of bonds of
which this bond is one, that the original of said opinion was manually executed, dated and issued
as of the date of delivery of, and payment for, said issue of bonds by the original purchaser
thereof, and that an executed copy thereof is on file with the Bond Registrar and Paying Agent.
COUNTY COMMISSIONERS OF
WASHINGTON COUNTY
By: _________________________________________
[President][Vice President], Board of
County Commissioners of Washington County
(Insert or Attach Opinion of Bond Counsel)
(End of Form of Bond)
Section 9. The President or the Vice President of the Board shall be and is hereby
authorized to make such changes in the form of bond set forth in Section 8 hereof as the
President or the Vice President shall deem necessary to carry into effect the provisions of this
Resolution, including, without limitation, to include or remove bracketed provisions set forth in
the form of Bond provided for in Section 8 hereof, to reflect matters determined in accordance
with Sections 1, 3, 6, 11 or 12 hereof, or to comply with recommendations of bond counsel to the
County; provided, however, that the President or the Vice President shall make no change
materially affecting the substance of such form unless such change is determined by the Chief
Financial Officer, with the advice of the financial advisor to the County, to be in the best interest
of the County.
The execution of the Bonds by such officer shall be conclusive evidence of the approval
by the County of all changes in the form of the Bonds and of the due execution of the Bonds by
the County.
Section 10. No Bond shall be valid or obligatory for the purpose or entitled to any
security or benefit under this Resolution unless and until a certificate of authentication of such
Bond substantially in the form hereinabove provided shall have been duly executed by the Bond
Registrar and Paying Agent and such executed certificate of the Bond Registrar and Paying
Agent on such Bond shall be conclusive evidence that such Bond has been authenticated and
delivered under this Resolution. The Bond Registrar and Paying Agent’s certificate of
authentication on any Bond shall be deemed to have been executed by it if signed by an
authorized officer or signatory of the Bond Registrar and Paying Agent. It shall not be necessary
that the same officer or signatory of the Bond Registrar and Paying Agent sign the certificate of
authentication on all the Bonds issued hereunder.
Section 11. The Bonds shall be sold at public sale by electronic bids to the bidder
therefor for cash whose bid results in the lowest true interest cost to the County in the manner
and in accordance with the formula set forth in the form of Notice of Sale attached as Appendix
C to the Preliminary Official Statement identified in Section 19 hereof and made a part hereof
(the “Notice of Sale”). Electronic bids for the Bonds shall be received by the Chief Financial
Officer on May 8, 2018, subject to the further provisions of this Section 11. The Chief Financial
Officer shall be and is hereby authorized to make such changes in the form of Notice of Sale set
forth in the form of the Preliminary Official Statement provided to the Board with this
Resolution as the Chief Financial Officer shall deem necessary to carry into effect the purposes
of this Resolution (including, without limitation, to reflect matters determined in accordance with
Sections 1, 3 or 6 hereof) or to comply with recommendations of bond counsel to the County, or,
with the advice of the financial advisor to the County, to be in the best interest of the County,
including, without limitation, modifying or limiting the manner in which the issue price of the
Bonds will be determined, modifying or limiting the premium payable by a bidder for the Bonds,
modifying the manner of adjusting the amortization schedule for the Bonds pre- or post-sale,
modifying or eliminating the maximum interest rate for the Bonds, modifying or eliminating the
maximum spread between the lowest and highest interest rates bid with respect to the Bonds by a
bidder, or modifying the amount of or method of delivery for the good faith deposit. The Chief
Financial Officer, upon the advice of the financial advisor to the County, is authorized to adjust
the original aggregate principal amounts of the Bonds and the maturities thereof in the manner
and in accordance with Sections 1 or 3 hereof and this Section 11 and the Notice of Sale. The
form of the Notice of Sale as contained in the final Preliminary Official Statement shall
constitute the official Notice of Sale, subject to modification in accordance with the provisions
thereof.
Notwithstanding any other provision hereof, the Chief Financial Officer shall be and
hereby is authorized to accept electronic bids for the Bonds, and to make such adjustments to the
official Notice of Sale in the manner provided for therein as she shall deem necessary or
advisable, upon the advice of bond counsel to the County or the financial advisor to the County,
including to accomplish electronic bidding procedures, to change the bid specifications for the
Bonds or to comply with applicable regulations, notices and other official guidance.
In view of the desirability of flexibility in the scheduling of the sale of the Bonds to take
full advantage of shifts in market conditions, the County determines that it is in the best interest
of the County to authorize and empower the Chief Financial Officer to change the time of or
cancel said sale at any time prior to May 8, 2018, and to reschedule said sale without publishing
a new Notice of Sale or advertisement, if (i) the financial advisor to the County has advised her
that market conditions are such that it is in the best interest of the County to do so, and (ii) she
concurs in such recommendation to cancel and/or reschedule the sale. The Chief Financial
Officer may cancel and reschedule any rescheduled sale in accordance with phrases (i) and (ii) of
the preceding sentence. If the date of sale is rescheduled as provided above, the Chief Financial
Officer may also postpone the expected date of delivery of the Bonds. If the sale is postponed to
a date later than May 31, 2018, then the Chief Financial Officer may also change the dated date
of the Bonds (and hence the date from which interest shall accrue), the dates of the semi-annual
interest payments and annual principal payments, the optional redemption dates, and the
mandatory sinking fund redemption dates, if any, accordingly.
The Notice of Sale authorized by this Resolution shall be substantially in the form set
forth in Appendix C to the Preliminary Official Statement, and the terms, provisions and
conditions set forth in the final form of the Notice of Sale are hereby adopted and approved as
the terms, provisions and conditions under which the Bonds shall be sold, issued and delivered at
public sale. Said Notice of Sale, or an advertisement in substantially the form attached hereto as
Exhibit A, shall be published at least once, at least ten days preceding said date of sale, in one or
more daily or weekly newspapers having a general circulation in Washington County and may
also be published in one or more journals having a circulation primarily among banks and
investment bankers. The Chief Financial Officer, on behalf of the County, is hereby authorized
to make any changes to such advertisement before publication to reflect matters determined in
accordance with Sections 1, 3, 6 or 11 of this Resolution before such publication, if applicable.
In addition, the Chief Financial Officer is hereby authorized to cause to be prepared and
distributed or made available to prospective bidders printed or printable copies of said Notice of
Sale, as well as the Preliminary Official Statement hereinafter authorized. The Chief Financial
Officer or her designee is hereby authorized and directed to handle all inquiries in connection
with the sale authorized hereby and the Official Statement hereafter referred to and is further
authorized to reschedule any postponed sale with or without the republication of the Notice of
Sale or advertisement.
Section l2. Promptly after the sale of the Bonds, and in accordance with the terms and
conditions of the sale of the Bonds as set forth in the official Notice of Sale, the Chief Financial
Officer, on behalf of the County, with the advice of the financial advisor to the County and bond
counsel to the County, is hereby authorized and delegated the authority to deliver one or more
orders determining the final original aggregate principal amount of the Bonds (including making
any authorized adjustments to the final original aggregate principal amount of each maturity and
the amortization schedule therefor following receipt of bids in accordance with the provisions of
the Notice of Sale), and/or fixing the interest rate or rates payable on the Bonds (within the
limitations set forth in or provided for in this Resolution), unless the Chief Financial Officer
determines to reject all bids for the Bonds (any such rejection also to be made by order of the
Chief Financial Officer). The execution and delivery by the Chief Financial Officer of any such
order or orders shall constitute conclusive evidence of the award or rejection of bids for the
Bonds. Any such order shall be retained in the records of the County. In order to accommodate
market practice, the Chief Financial Officer may indicate any preliminary or final award, or any
rejection of all bids, with respect to the Bonds on or through the electronic bidding platform on
which bids were received and through any other communication mechanism recommended by
the financial advisor to the County. Subsequently, unless all bids for the Bonds are so rejected
by the Chief Financial Officer, the Bonds shall thereupon be suitably printed or engraved and
delivered to the successful bidder therefor in accordance with the conditions of delivery set forth
in the official Notice of Sale.
Section 13. Expenses relating to the issuance and sale of the Bonds, including, without
limitation, the cost of printing the Bonds and advertising their sale and the fees and expenses of
legal counsel and the financial advisor to the County, may be paid from the net premium
constituting a portion of the gross proceeds received from the sale of the Bonds or from any
other funds available to the County. In the event the date of the Bonds is adjusted in accordance
with Section 11 hereof to be a date other than the date of delivery, any accrued interest received
on the sale of the Bonds shall be applied to the first interest payment on the Bonds. Any net
premium received from the sale of the Bonds shall be applied in such manner as shall be
determined by the Chief Financial Officer, subject to applicable limits of the Internal Revenue
Code of 1986, as amended (the “Code”) or other applicable law. After providing for payment of
costs of issuance from net premium, if applicable, and making such provision relating to net
premium and accrued interest thereon, as applicable, the balance of the proceeds of the sale of
the Bonds shall be deposited in separate accounts to be used as described in Section 2 hereof for
the purpose of financing the public facilities and projects as described in Section 2 hereof. Any
proceeds of the Bonds not required for the purposes stated in Section 2 hereof may be applied in
accordance with the provisions of the applicable Acts, or the extent not provided for therein, as
determined by the Chief Financial Officer.
Pending expenditure as contemplated hereby, the Chief Financial Officer may invest all
or part of such balance of the proceeds of the Bonds held by the County in such manner as may
be permitted by law; provided, however, that no such investment shall be made which would
cause the Bonds to be “arbitrage bonds” within the meaning of the Code and the treasury
regulations with respect thereto.
Section 14. (a) On the date of issuance of the Bonds, the President or the Vice
President of the Board and the Chief Financial Officer shall be responsible for the execution and
delivery to counsel rendering an opinion on the validity of the Bonds of a certificate of the
County which complies with the requirements of Section 103 and Sections 141 through 150,
inclusive, of the Code and the applicable regulations thereunder. Such officials are hereby
authorized, on behalf of the County, to make in such certificate any elections, determinations or
designations authorized or required by the Code and the applicable regulations thereunder.
(b) The County shall set forth in said certificate its reasonable expectations as to
relevant facts, estimates and circumstances relating to the use of the proceeds of the Bonds, or of
any moneys, securities or other obligations which may be deemed to be proceeds of the Bonds
pursuant to Section 148 of the Code or the said regulations (collectively, the “Bond Proceeds”).
The County covenants with each of the holders of any of the Bonds that the facts, estimates and
circumstances set forth in the said certificate will be based on the County’s reasonable
expectations on the date of issuance of the Bonds and will be, to the best of the knowledge of the
persons executing such certificate, true, correct and complete as of that date.
(c) The County covenants with each of the holders of any of the Bonds that it will not
use, or permit the use of any of, the Bond Proceeds or any other funds of the County, directly or
indirectly, to acquire any securities or obligations, and will not take or permit to be taken or fail
to take any other action or actions which would cause any of the Bonds to be an “arbitrage bond”
within the meaning of said Section 148 and said regulations or that would otherwise cause the
interest on the Bonds to be includable in gross income of the holders of the Bonds for federal
income tax purposes.
(d) The County further covenants that it will comply with said Section 148 and said
regulations and such other requirements of the Code which are applicable to the Bonds on the
date of issuance of the Bonds and which may subsequently lawfully be made applicable to the
Bonds.
(e) The County will hold and shall invest Bond Proceeds within its control (if such
proceeds are invested) in accordance with the expectations of the County set forth in said
certificate.
(f) The County shall make timely payment of any rebate amount or payment in lieu
thereof (or installment thereof) required to be paid to the United States of America in order to
preserve the exclusion from gross income for purposes of federal income taxation of interest on
the Bonds and shall include with any such payment such other documents, certificates or
statements as shall be required to be included therewith under then applicable law and
regulations.
(g) The President or the Vice President of the Board and the Chief Financial Officer
may execute a certificate or certificates supplementing or amending said certificate, and actions
taken by the County subsequent to the execution of such certificate shall be in accordance with
said certificate as amended or supplemented; provided, however, that the County shall execute
any such certificate only upon receipt by it of an opinion of bond counsel to the County
addressed to the County to the effect that actions taken by the County in accordance with the
amending or supplementing certificate will not adversely affect the exclusion from gross income
for federal income taxation purposes of interest on the Bonds.
(h) The County shall retain such records as necessary to document the investment and
expenditure of Bond Proceeds, the uses of Bond Proceeds and of the facilities financed with such
proceeds, together with such other records as may be required by the tax certificate or the
Internal Revenue Service in order to establish compliance with requirements of the Code and the
regulations thereunder as conditions to the exclusion of interest on the Bonds from federal gross
income.
Section 15. For the purposes of paying the interest on and principal of the Bonds hereby
authorized as such interest and principal comes due, the County shall include in the levy against
all legally assessable property in Washington County, in each and every fiscal year of the County
that any of said Bonds are outstanding, ad valorem taxes sufficient to provide such sums as the
County may deem sufficient and necessary in conjunction with any other funds that will be
available for the purpose, to provide for the payment of the interest on the Bonds coming due in
each such year and to pay the principal of the Bonds maturing or otherwise coming due in each
such fiscal year. In the event the proceeds from taxes so levied in any such fiscal year shall
prove inadequate for such purposes, additional taxes shall be levied in the succeeding fiscal year
to make up such deficiency. The full faith and credit and unlimited taxing power of the County
are hereby irrevocably pledged to the punctual payment of the principal of and interest on the
Bonds hereby authorized as and when such principal and interest comes due and to the levy and
collection of the taxes hereinabove prescribed as and when such taxes may become necessary in
order to provide sufficient funds to meet the debt service requirements of said Bonds. The
County hereby solemnly covenants to take all lawful action as may be appropriate from time to
time during the period that any of said Bonds remain outstanding and unpaid to provide the funds
necessary to make said principal and interest payments. The County further covenants and
agrees to levy and collect the taxes hereinabove prescribed.
Subject to any applicable Code limitations, the County may apply to the payment of the
principal of and interest on any of the Bonds any funds received by it and available for such
purpose from the State of Maryland, the United States of America, any agency or instrumentality
thereof, or from any other source, including, without limitation, other sources provided for in the
Act, and, to the extent any such funds are received or receivable in any fiscal year, the taxes that
required to be levied hereunder may be reduced accordingly.
Section 16. If any Bond shall become mutilated or be destroyed, lost or stolen, the
County in its discretion may execute, and upon its request the Bond Registrar and Paying Agent
shall authenticate and deliver, a new Bond in exchange for the mutilated Bond or in lieu of and
substitution for the Bond so destroyed, lost or stolen. In every case of exchange or substitution,
the applicant shall furnish to the County and to the Bond Registrar and Paying Agent such
security or indemnity as may be required by them to save each of them harmless from all risks,
however remote, and the applicant shall also furnish to the County and to the Bond Registrar and
Paying Agent evidence to their satisfaction of the mutilation, destruction, loss or theft of the
applicant’s Bond. Upon the issuance of any Bond upon such exchange or substitution, the
County may require the payment of a sum sufficient to cover any tax or other governmental
charge that may be imposed in relation thereto and any other expenses, including counsel fees, of
the County or the Bond Registrar and Paying Agent. If any Bond which has matured or is about
to mature shall become mutilated or be destroyed, lost or stolen, instead of issuing a Bond in
exchange or substitution therefor, the County may pay or authorize the payment of such Bond
(without surrender thereof except in the case of a mutilated Bond) if the applicant for such
payment shall furnish to the County and to the Bond Registrar and Paying Agent such security or
indemnity as they may require to save them harmless, and evidence to the satisfaction of the
County and the Bond Registrar and Paying Agent of the mutilation, destruction, loss or theft of
such Bond.
Section 17. Each Bond paid at maturity or upon prior redemption shall be canceled or
destroyed by the Bond Registrar and Paying Agent and a certificate of destruction describing the
Bond so canceled or destroyed and evidencing such cancellation or destruction shall be furnished
by the Bond Registrar and Paying Agent to the County upon request.
Section 18. It is hereby determined that the bonded indebtedness previously incurred by
the County pursuant to the authority of the 2013 Act is a $10,162,278 principal portion of the
County’s Public Improvement Bonds of 2015, a $12,103,000 principal portion of the County’s
Public Improvement Bonds of 2016, and a $13,142,000 principal portion of the County’s Public
Improvement Bonds of 2017.
Section 19. The County hereby approves the Preliminary Official Statement relating to
the Bonds (the “Preliminary Official Statement”) substantially in the form presented to the Board
with this Resolution, as evidenced by a copy of such Preliminary Official Statement certified by
the County Clerk and filed among the permanent records of the County. With the exception of
such changes therein as may be required or deemed appropriate by the President of the Board or
the Chief Financial Officer, upon the advice of bond counsel to the County or the financial
advisor to the County, including to reflect the provisions of or to conform to the provisions of
this Resolution, certain changes dictated by the terms of the official Notice of Sale, and certain
information to be supplied by the successful bidders for the Bonds, the Preliminary Official
Statement is deemed final by the County for the purpose of Rule 15c2-12 of the Securities and
Exchange Commission. The County authorizes the distribution of said Preliminary Official
Statement in connection with its solicitation of bids for the sale of the Bonds. The County
hereby approves the Official Statement in the form of the final Preliminary Official Statement
with such changes therein as may be required or deemed appropriate by the President of the
Board or the Chief Financial Officer, upon the advice of bond counsel to the County or the
financial advisor to the County, including, without limitation, to reflect matters determined in
accordance with this Resolution. The execution of the Official Statement by the President of the
Board shall be conclusive evidence of the approval of the County of any and all such changes or
modifications in said Official Statement in connection with the issuance, sale and delivery of the
Bonds. The Preliminary Official Statement and the Official Statement shall each be
disseminated in electronic and/or printed form as determined by the Chief Financial Officer, on
behalf of the County, with the advice of the financial advisor to the County. The Preliminary
Official Statement and/or the Official Statement may be amended or supplemented in such form
as determined by the President of the Board or the Chief Financial Officer, with the advice of
bond counsel to the County or the financial advisor to the County, and any such amendment or
supplement may be disseminated in electronic and/or printed form as determined by the Chief
Financial Officer, on behalf of the County, with the advice of the financial advisor to the County.
Section 20. In order to assist any Participating Underwriter (as hereafter defined) for the
Bonds in complying with Securities and Exchange Commission Rule 15c2-12(b)(5), the County
hereby covenants and agrees that it will comply with and carry out all of the provisions of the
Continuing Disclosure Agreement (as hereafter defined). Notwithstanding any other provision
of this Resolution, failure of the County to comply with the Continuing Disclosure Agreement
shall not be considered an event of default; however, subject to the Continuing Disclosure
Agreement, any bondholder may take such actions as may be necessary and appropriate,
including seeking mandate or specific performance by court order, to cause the County to
comply with its obligations under this Section.
“Continuing Disclosure Agreement” shall mean that certain Continuing Disclosure
Agreement executed by the County and dated the date of issuance and delivery of the Bonds, as
originally executed and as it may be amended from time to time in accordance with the terms
thereof. The Continuing Disclosure Agreement shall be in substantially the form set forth as
Appendix D to the Preliminary Official Statement as evidenced by its execution by the President
or Vice President of the Board.
“Participating Underwriter” shall have the meaning ascribed thereto in SEC Rule 15c2-
12.
Section 21. The President and Vice President of the Board, the Chief Financial Officer,
the County Clerk and such other officers, officials and employees of the County as the President
or the Vice President shall designate, are authorized hereby to do any and all things, execute all
instruments, documents and certificates, and otherwise take all action necessary, proper, or
expedient in connection with the issuance, sale and delivery of the Bonds. The President and the
Vice President of the Board, the Chief Financial Officer, the County Clerk and all other
appropriate officers, officials and employees of the County are authorized and directed hereby to
do all acts and things required of them by the provisions hereof and of the Bonds for the full,
punctual, and complete performance of all of the terms, covenants, provisions and agreements of
this Resolution and the Bonds.
Section 22. The provisions of this Resolution shall be liberally construed in order to
effectuate the transactions contemplated by this Resolution.
[CONTINUED ON FOLLOWING PAGE]
Section 23. This Resolution shall take effect from the date of its adoption.
Adopted this _______________ day of __________________, 2018.
(SEAL)
ATTEST: COUNTY COMMISSIONERS OF
WASHINGTON COUNTY
__________________________ By:_____________________________
Vicki C. Lumm, County Clerk Terry L. Baker, President
Board of County Commissioners
of Washington County
Approved as to form and legal sufficiency:
__________________________
John M. Martirano
County Attorney
#203286;50052.035
A-1
EXHIBIT A
Form of Advertisement
SUMMARY NOTICE OF BOND SALE
WASHINGTON COUNTY, MARYLAND (County Commissioners of Washington County)
Public Improvement Bonds of 2018
NOTICE IS HEREBY GIVEN that County Commissioners of Washington County (the
“County”) will receive electronic bids via Parity® for the purchase of the above-referenced
general obligation bonds (the “Bonds”) on
Tuesday, May 8, 2018
at the offices of the County, 100 West Washington Street, Hagerstown, Maryland 21740, Room
3100. Bids for the Bonds will be received until 11:00 a.m. Prevailing Eastern Time. The Bonds
will be dated the date of their delivery, will bear interest payable semi-annually on the first days
of July and January, commencing on January 1, 2019, until maturity or prior redemption in
whole, and will be issuable in denominations of $5,000 each or multiples thereof. Principal of
the Bonds will be payable on July 1 in each year determined in connection with the sale of such
Bonds.
The original aggregate principal amount of the Bonds, and the original aggregate
principal amount of each maturity of the Bonds, is subject to adjustment both pre- and post-sale
as set forth in the Preliminary Official Statement and the official Notice of Sale. In addition, the
principal and interest payment dates and optional redemption dates are subject to adjustment pre-
sale as set forth in the Preliminary Official Statement and the official Notice of Sale. The final
original aggregate principal amount of the Bonds will not exceed $14,485,000.
Any bid for the Bonds must conform to the terms and conditions set forth in the official
Notice of Sale. This announcement does not constitute the solicitation of bids to purchase the
Bonds. The sale of the Bonds shall be made exclusively pursuant to the terms of the official
Notice of Sale. Copies of the official Notice of Sale and the Preliminary Official Statement will
be furnished upon request made to the Chief Financial Officer, Washington County, County
Administration Building, 100 West Washington Street, Hagerstown, Maryland 21740, (240) 313-
2300 or from the financial advisor to the County, Public Advisory Consultants, Inc., 25
Crossroads Drive, Suite 402, Owings Mills, Maryland 21117, (410) 581-4820.
Terry L. Baker, President
Board of County Commissioners of Washington County, Maryland
* Preliminary, subject to adjustment at or prior to time of sale, as applicable.
Dated: _______________, 2018 [TO BE PUBLISHED AT LEAST 10 DAYS
PRIOR TO DATE OF SALE]
WASHINGTON COUNTY, MARYLAND
APPENDIX B
PROPOSED FORM OF OPINION OF BOND COUNSEL
[Date of Issuance]
County Commissioners of Washington County
Hagerstown, Maryland
Dear County Commissioners:
We have acted as Bond Counsel to County Commissioners of Washington County (the “Issuer”) in connection
with the issuance of its $________ County Commissioners of Washington County Public Improvement Bonds of 2018
(the “Bonds”), dated the date hereof. All capitalized terms not defined herein shall have the meanings set forth in the
Bonds.
We have examined the law and such certified proceedings and other materials as we deem necessary to render
the opinions set forth below. The scope of our engagement as bond counsel extends solely to an examination of the facts
and law incident to rendering the opinions specifically expressed herein.
As to questions of fact material to our opinion letter, we have relied upon the certified proceedings of the Issuer
and certifications by public officials, without undertaking to verify the same by independent investigation.
We have assumed the accuracy and truthfulness of all public records and of all certifications, documents and
other proceedings examined by us that have been executed or certified by public officials acting within the scope of
their official capacities, and we have not independently verified the accuracy or truthfulness thereof. We have also
assumed the genuineness of the signatures appearing upon such public records, certifications, documents and
proceedings.
We have assumed the authenticity of all documents submitted to us as originals, the conformity to original
documents of all documents submitted to us as certified or photocopies and the authenticity of the originals of such
latter documents.
This opinion letter does not constitute or imply a recommendation of the market or financial value of the
Bonds or an assessment of the strength or appropriateness of the covenants by the Issuer, the possibility of default, the
eligibility or suitability of the Bonds as an investment, or any other legal or financial aspect of the Bonds not expressly
addressed herein.
We do not express any opinion herein regarding any law other than the law of the State of Maryland (the “State”)
and the federal law of the United States of America.
With respect to the executed and authenticated Bond of the issue of Bonds that we have examined, and Bonds
similarly executed and authenticated and identical thereto in form, except for numbers, interest rates, denominations,
maturities and CUSIP numbers we are of the opinion that, under existing Maryland and federal law as of th e date hereof:
(a) The Bonds are valid and legally binding general obligations of the Issuer to which its full
faith and credit and taxing power are pledged, and for the payment of which the Issuer is empowered and
directed to levy ad valorem taxes unlimited as to rate and amount upon all legally assessable property subject
to assessment for unlimited taxation in Washington County.
(b) To provide for the payment of the principal of and interest on the Bonds, the Issuer, by the
adoption of the Resolution, has covenanted to levy ad valorem taxes in rate and amount sufficient for that
purpose in each fiscal year in which provision must be made for the payment of such principal and interest.
WASHINGTON COUNTY, MARYLAND
(c) By the terms of the Act, the Bonds, their transfer, the interest payable thereon, and any income
derived therefrom (including any profit made in the sale thereof) shall be at all times exempt from State, county,
municipal or other taxation of every kind and nature whatsoever in the State, but no opinion is expressed as to
estate or inheritance taxes, or to any other taxes not levied or assessed directly on the Bonds, their transfer, the
interest thereon or the income therefrom.
(d) Under existing statutes, regulations and decisions, and assuming the accuracy of
certifications of the County, interest on the Bonds is excludable from gross income for federal income tax
purposes. Under existing statutes, regulations and decisions, interest on the Bonds is not a tax preference
item directly subject to the alternative minimum tax imposed on individuals and corporations pursuant to the
Internal Revenue Code of 1986, as amended (the “Code”); however, for tax years beginning prior to January
1, 2018, interest on the Bonds held by certain corporations may be indirectly subject to federal alternative
minimum tax because of its inclusion in the “adjusted current earnings” of a corporate holder. Interest on
the Bonds held by foreign corporations engaged in a trade or business in the United States may be subject to
the branch profits tax imposed by the Code.
The opinions set forth in this paragraph (d) are subject to the condition that the County complies with all
requirements that must be satisfied subsequent to the issuance of the Bonds so that interest on the Bonds
continues to be excluded from gross income for federal income tax purposes. The County has covenanted
and agreed to comply with each such requirement in its Tax Certificate and Compliance Agreement of even
date herewith (the “Tax Certificate”). Failure to comply with certain requirements may cause interest on the
Bonds to be included in gross income for federal income tax purposes retroactive to the date of issuance of
the Bonds. We assume no responsibility for, and will not monitor, compliance by the County with the
covenants and agreements contained in the Tax Certificate. In the event of noncompliance with such
covenants and agreements, available enforcement remedies may be limited by applicable provisions of law
and, therefore, may not be adequate to prevent the interest on the Bonds from becoming includable in gross
income for federal income tax purposes.
Other than as set forth in the preceding paragraphs (c) and (d), we express no opinion regarding the federal or
State income tax consequences arising with respect to the Bonds.
It is to be understood that the rights of the owners of the Bonds and the enforceability of the Bonds and the
Resolution may be limited by bankruptcy, insolvency, reorganization, moratorium and other similar laws affecting
creditors’ rights generally and by equitable principles, whether considered at law or in equity. In addition, the rights of
the owners of the Bonds and the enforceability of the Bonds and the Resolution may be subject to the valid exercise of
constitutional powers of the United States of America and of the sovereign police and taxing powers of the State of
Maryland or other governmental units having jurisdiction.
Our services as bond counsel have been limited to rendering the opinions expressed above based on our
review of such information and proceedings as we deem necessary to opine as to the validity of the Bonds and the tax
status of the interest payable on the Bonds. We have not been engaged and have not undertaken to review the accuracy,
completeness or sufficiency of the Official Statement or other offering material relating to the Bonds and, accordingly,
we express no opinion as to the accuracy, completeness or sufficiency of any such information that may have been
relied upon by any person in making a decision to purchase the Bonds.
The opinions expressed above are limited to the matters set forth above, and no other opinions should be
inferred beyond the matters expressly stated. This opinion letter is given as of its date and we assume no obligation to
revise or supplement this opinion letter to reflect any facts or circumstances that may hereafter come to our attention
or any changes in law that may hereafter occur.
Very truly yours,
WASHINGTON COUNTY, MARYLAND C-1
APPENDIX C
NOTICE OF SALE
WASHINGTON COUNTY, MARYLAND
(County Commissioners of Washington County)
$14,485,000* PUBLIC IMPROVEMENT BONDS OF 2018
(Full Faith and Credit Obligations of the
County Commissioners of Washington County)
Dated Date of Delivery
DTC Book-Entry
Overview and Amortization
Electronic proposals will be received via Parity® on behalf of County Commissioners of Washington County
(the “County”) by the Chief Financial Officer of Washington County, Maryland (the “CFO”), at Room 3100, 100 West
Washington Street, Hagerstown, Maryland 21740 until 11:00 a.m. Prevailing Eastern Time on Tuesday, May 8, 2018
(the “Bid Date”, unless postponed as described in this Notice of Sale) for the purchase of all (but not less than all) of the
County’s Public Improvement Bonds of 2018 (the “Bonds”). The Bonds will be dated their date of delivery. Interest on
the Bonds will be payable on January 1, 2019 and semiannually thereafter on July 1 and January 1 until maturity or earlier
redemption. The Bonds are issued under the provisions of Chapter 60 of the Laws of Maryland of 2013 (“Chapter 60”)
and Title 6 of the Code of Public Local Laws of Washington County, Maryland (2007), as amended (the “Water and
Sewer Act”), as applicable. The Bonds are issued in accordance with a Resolution adopted by the Board of County
Commissioners of Washington County (the “Board”) on April 24, 2018.
Manufacturers and Traders Trust Company, Baltimore, Maryland and Buffalo, New York, will act as the Bond
Registrar and Paying Agent for the Bonds.
The Bonds will be subject to principal amortization either through serial maturities or mandator y sinking
fund redemptions or a combination thereof (see “Serial and/or Term Bonds” below) on July 1 in the years and principal
amounts set forth below (the “Preliminary Amounts”), subject to the provisions of “Adjustments to Principal
Amounts” herein:
Maturing
July 1*
Principal
Amount*
Maturing
July 1*
Principal
Amount*
*Preliminary; subject to change
WASHINGTON COUNTY, MARYLAND C-2
Adjustments to Principal Amounts
Pre-sale, the County reserves the right to change the Preliminary Amounts from time to time up until 9:30 a.m.
Prevailing Eastern Time on the Bid Date, by changing the aggregate principal amount of the Bonds and/or the principal
amount of one or more of the maturities of the Bonds. Should a revision to the aggregate principal amount of the Bonds
and/or the principal amortization schedule for the Bonds be made (the “Revised Amounts”), such revision will be
published on BiDCOMP/Parity®/www.i-dealprospectus.com or www.TM3.com (“TM3”) not later than 9:30 a.m.
Prevailing Eastern Time on the Bid Date. In the event that no revisions are made or that such revisions are not published
on BiDCOMP/Parity®/www.i-dealprospectus.com or TM3 before 9:30 a.m. Prevailing Eastern Time on the Bid Date,
the Preliminary Amounts will constitute the Revised Amounts. Bidders shall submit bids based on the Revised Amounts,
and the Revised Amounts will be used to compare bids for the Bonds and to select a winning bidder.
After selecting the winning bid for the Bonds, the maturity schedule of the Bonds may be adjusted as necessary
in the determination of the County’s financial advisor in increments of $5,000. Such adjustments will not reduce or
increase the aggregate principal amount of the Bonds from the corresponding Revised Amounts by more than 10%. The
dollar amount bid for the principal of the Bonds by the successful bidder will be adjusted proportionately to reflect any
reduction or increase in the aggregate principal amount of the Bonds, but the coupon rates specified by the successful
bidder for all maturities of the Bonds will not change. Any such maturity schedule adjustments will be communicated
to the successful bidder for the Bonds within six hours of the opening of the bids therefor. Any such adjusted bid price
will reflect changes in the dollar amount of the underwriter’s discount and original issue discount or premium, if any, but
will not change the underwriter’s discount per $1,000 of par amount of the Bonds from the underwriter’s discount that
would have been received based on the purchase price in the winning bid, the coupon rates or initial offering prices
specified by the successful bidder. The successful bidder for the Bonds as so adjusted may not withdraw its bid or
change the interest rates bid or initial offering prices as a result of any changes made to the principal amounts of
the Bonds within these limits. ALL BIDS SHALL REMAIN FIRM FOR 6 HOURS AFTER THE TIME SPECIFIED
FOR OPENING OF BIDS.
Serial Bonds and/or Term Bonds
A bidder may designate in its proposal two or more consecutive principal amounts shown in the amortization
schedule above as a term bond, which matures on the maturity date of the last included principal amount of the sequence.
More than one such sequence of principal amounts may be designated as term bonds. Any term bond so designated shall
be subject to mandatory redemption in each year on the principal payment date and in the entire amount of each serial
maturity designated for inclusion in such term bond.
Purpose of Issue
The Bonds are to be issued to provide a portion of the financing for infrastructure projects, environmental
projects, public safety projects, public facilities and educational projects.
Bid Specifications
Each proposal must be submitted electronically as described below. No bid of less than 100% of par, no bid
greater than 120% of par, no bid for less than all of the Bonds, and no oral or written bid except as described in this
Notice of Sale will be considered by the CFO.
Each bidder shall submit one proposal on an “all or none” basis for the Bonds. Each proposal must specify the
amount bid for the Bonds, which amount (i) may not be less than 100% of par, and (ii) may not be more than 120% of
par. Each proposal must specify in multiples of one-eighth ( 1/8 ) or one-twentieth ( 1/20 ) of one percent (1%) the rate or
rates of interest per annum which the Bonds are to bear but shall not specify (a) more than one interest rate for any Bonds
having the same maturity, (b) a zero rate of interest, or (c) any interest rate for any Bonds which exceeds the interest rate
stated in such proposal for any other Bonds by more than three percent (3%).
WASHINGTON COUNTY, MARYLAND C-3
Electronic Bids Only
Bid proposals must be submitted by electronic bidding via Parity®, in the manner described below, and must
be received on the Bid Date by 11:00 a.m. Prevailing Eastern Time. No bid will be accepted after the time for receiving
bids specified above. To the extent any instructions or directions set forth in Parity® conflict with this Notice of Sale,
the terms of this Notice of Sale shall control. For further information about Parity®, potential bidders may contact
Parity® at (212) 849-5021.
Disclaimer
Each prospective electronic bidder shall be solely responsible to submit its bid via Parity® as described above.
Each prospective electronic bidder shall be solely responsible to make necessary arrangements to access Parity® for the
purpose of submitting its bid in a timely manner and in compliance with the requirements of this Notice of Sale. Neither
the County nor Parity® shall have any duty or obligation to provide or assure access to Parity® to any prospective
bidder, and neither the County nor Parity® shall be responsible for proper operation of, or have any liability for any
delays or interruptions of, or any damages caused by Parity®. The County is using Parity® as a communication
mechanism, and not as the County’s agent, to conduct the electronic bidding for the Bonds. The County is not bound by
any advice and determination of Parity® to the effect that any particular bid complies with the terms of this Notice of
Sale and in particular the bid parameters specified in this Notice of Sale. All costs and expenses incurred by prospective
bidders in connection with their submission of bids via Parity® are the sole responsibility of the bidders; and the County
is not responsible, directly or indirectly, for any of such costs or expenses. If a prospective bidder encounters any
difficulty in submitting, modifying, or withdrawing a bid for the Bonds, such bidder should telephone Parity® at
(212) 849-5021 and notify the County’s financial advisor, Public Consultants, Inc. by facsimile at (410) 581-9808 and
by telephone at (410) 581-4820.
Electronic Bidding Procedures
Electronic bids must be submitted for the purchase of the Bonds via Parity®. Bids will be communicated
electronically to the County on May 8, 2018 (or such later Bid Date as announced in accordance with this Notice of Sale)
at 11:00 a.m. Prevailing Eastern Time. Prior to that time, a prospective bidder may (1) submit the proposed terms of its
bid via Parity®, (2) modify the proposed terms of its bid, in which event the proposed terms as last modified will (unless
the bid is withdrawn as described herein) constitute its bid for the Bonds, or (3) withdraw its proposed bid. Once the bids
are communicated electronically via Parity® to the County, each bid will constitute an irrevocable offer to purchase the
Bonds on the terms therein provided, subject to this Notice of Sale. The County shall not be responsible for any
malfunction or mistake made by, or as a result of the use of the facilities of, Parity®, the use of such facilities being the
sole risk of the prospective bidder. For purposes of the electronic bidding process, the time as maintained on Parity®
shall constitute the Prevailing Eastern Time.
If any provision of this Notice of Sale shall conflict with the information provided by BiDCOMP/ Parity® as
the approved provider of electronic bidding services, this Notice of Sale shall control.
Basis of Award
Proposals will be communicated electronically on the Bid Date at 11:00 a.m. Prevailing Eastern Time.
Proposals will be awarded on behalf of the County by the CFO. The successful bidder will be determined based on the
lowest interest cost to the County. The lowest interest cost shall be determined in accordance with the true interest cost
(“TIC”) method by doubling the semiannual interest rate (compounded semi-annually) necessary to discount the debt
service payments from the payment dates to the date of the Bonds and to the price bid. If two or more bidders offer to
purchase the Bonds at the same lowest interest cost, then such award will be made to the bidder offering the highest
purchase price. If two or more bidders offer to purchase the Bonds at the same lowest interest cost, with the same
purchase price, the County shall have the right to award all of the Bonds to one bidder. The CFO will execute and deliver
an order or orders of award promptly after the apparent successful bidder for the Bonds pays the Good Faith Deposit
therefor provided for herein by federal funds wire transfer (see “Good Faith Deposits and Award” below).
Notwithstanding the foregoing, the County, by the CFO, reserves the right to reject any and all proposals for the Bonds
and to waive any informality or irregularity in any proposal and the judgment of the CFO with respect to such matters
shall be final and binding upon all bidders with respect to the form and adequacy of any proposal received for the Bonds
and as to its conformity to the terms of this Notice of Sale or with respect to the determination to reject any and all bids
for the Bonds.
WASHINGTON COUNTY, MARYLAND C-4
Good Faith Deposit and Award
The apparent successful bidder for the Bonds shall submit a good faith deposit in the amount of $144,850
(the “Good Faith Deposit”) as provided below. A Good Faith Deposit will secure the County from any loss resulting
from the failure of the apparent successful bidder to comply with the terms of its bid. The apparent successful bidder
shall transfer the Good Faith Deposit by wire transfer directly to the County upon notification of the preliminary award
of the Bonds, but in any case no later than 3:00 p.m. Prevailing Eastern Time on the Bid Date (the “Deposit Deadline”).
Wire instructions will be provided to the apparent successful bidder by the County’s financial advisor upon notification
of the preliminary award.
The apparent successful bidder will provide as quickly as it is available evidence of the wire transfer to the
County’s financial advisor by providing to the County’s financial advisor the federal funds reference number. The
formal award of the Bonds, if made, will be indicated on Parity® and shall not be made until the County’s financial
advisor has confirmation of receipt of the Good Faith Deposit therefor, and if the apparent successful bidder fails to
so deliver the Good Faith Deposit by the Deposit Deadline, the County will have the option to withdraw the
preliminary award without any liability to the apparent successful bidder and the apparent successful bidder shall be
responsible to the County for all consequential damages arising from such withdrawal.
At the time of the delivery of the Bonds, the Good Faith Deposit will be applied against the purchase price
for the Bonds or will be retained as liquidated damages upon the failure of the successful bidder to take and pay for
the Bonds in accordance with the terms of its proposal. The successful bidder shall have no right in or to the Good
Faith Deposit if it fails to complete the purchase of, and payment in full of, the Bonds for any reason whatsoever,
unless such failure of performance shall be caused by an act or omission of the County. No interest will be paid upon
the Good Faith Deposit to the successful bidder. Notwithstanding the foregoing, should the successful bidder fail to
pay for the Bonds at the price and on the date agreed upon, the County retains the right to seek further compensation
for damages sustained as a result of the successful bidder so doing.
If the aggregate principal amount of the Bonds is adjusted as described above under “Adjustments to Principal
Amounts”, no adjustment will be made to the Good Faith Deposit.
Establishment of Issue Price
The County expects and intends that the provisions of U.S. Treasury Regulation Section 1.148-1(f)(3)(i) (defining
“competitive sale” for purpose of establishing the issue price of the Bonds) will apply to the initial sale of the Bonds
because (i) the County will disseminate this Notice of Sale to potential underwriters (as defined below) in a manner
that is reasonably designed to reach potential underwriters, (ii) all bidders will have an equal opportunity to bid, (iii)
the County may receive bids from at least three underwriters of municipal bonds that have established industry
reputations for underwriting new issuances of municipal bonds, and (iv) the County anticipates awarding the sale of
the Bonds to the bidder that submits a firm offer to purchase the Bonds at the lowest possible TIC, as set forth herein.
If such competitive sale requirements are met, the successful bid for the Bonds will be treated as a “Qualified
Competitive Bid”. If the competitive sale requirements are not met, the successful bid for the Bonds will be treated
as a “Nonqualified Competitive Bid”. It is noted that the procedures for a Nonqualified Competitive Bid may
require the winning bidder and, if applicable, other underwriters of the Bonds, to hold the initial offering prices
of the Bonds for some or all maturities of the Bonds for up to five (5) business days after the sale date (as defined
below), as further specified below.
By submitting a bid, each bidder (i) confirms that its bid is a firm offer for the purchase of the Bonds, on the terms
set forth in its bid and this Notice of Sale (as this Notice of Sale may be modified in accordance with its terms), except
as permitted by this Notice of Sale, and (ii) represents that it has an established industry reputation for underwriting
new issuances of municipal bonds.
The County will advise the apparent successful bidder as promptly as possible after bids are received whether its
bid constitutes a Qualified Competitive Bid or a Nonqualified Competitive Bid.
If the apparent successful bid is a Qualified Competitive Bid, as promptly as possible after bids are received, the
County will notify the apparent successful bidder and such bidder, upon such notice, shall advise the County of the
reasonably expected initial offering price to the public of each maturity of the Bonds.
WASHINGTON COUNTY, MARYLAND C-5
If the apparent successful bid is a Nonqualified Competitive Bid, the County may determine to treat (i) the first
price at which 10% of a maturity of the Bonds (the “10% test”) is sold to the public (as defined below) as the issue
price of that maturity and/or (ii) the initial offering price to the public as of the sale date of any maturity of the Bonds
as the issue price of that maturity (the “hold-the-offering-price rule”), in each case applied on a maturity-by-maturity
basis. The successful bidder shall advise the County if any maturity of the Bonds satisfies the 10% test as of the date
and time of the award of the Bonds. The County shall then promptly advise the successful bidder, at or before the
time of award of the Bonds, which maturities of the Bonds shall be subject to the 10% test and which shall be subject
to the hold-the-offering-price rule. Any maturity of the Bonds as to which the successful bidder has not so advised
the County that the 10% test has been satisfied on the sale date shall be subject to the hold-the-offering-price rule.
Bids will not be subject to cancellation in the event the County determines to apply the hold-the-offering-price rule to
any maturity of the Bonds. Bidders should prepare their bids on the assumption that some or all of the maturities
of the Bonds will be subject to the hold-the-offering-price rule in order to establish the issue price of the Bonds.
By submitting a bid, the successful bidder shall (i) confirm that the underwriters have offered or will offer to sell
the Bonds to the public on or before the date of sale at the offering price or prices (the “initial offering prices”), or at
the corresponding yield or yields, set forth in the bid submitted by the successful bidder and (ii) agree, on behalf of
the underwriters participating in the purchase of the Bonds, that the underwriters will neither offer nor sell unsold
Bonds of any maturity to which the hold-the-offering-price rule shall apply to any person at a price that is higher than
the initial offering price to the public during the period starting on the sale date and ending on the earlier of the
following: (1) the close of fifth (5th) business day after the sale date or (2) the date on which the underwriters have
sold at least 10% of that maturity of the Bonds to the public at a price that is no higher than the initial offering price
for that maturity to the public, if that occurs prior to the close of the fifth (5th) business day after the sale date.
For a Nonqualified Competitive Bid, the successful bidder shall promptly advise the County when the
underwriters have sold to the public 10% of any maturity subject to the hold-the-offering-price rule at a price that is
no higher than the initial offering price to the public, if that occurs prior to the close of the fifth (5th) business day after
the sale date.
For a Nonqualified Competitive Bid, until the 10% test has been satisfied as to each maturity of the Bonds, the
successful bidder agrees to promptly report to the County the prices at which the unsold Bonds of that maturity have
been sold. The reporting obligation shall continue, whether or not the closing has occurred, until the 10% test has
been satisfied as to the Bonds of that maturity or until all Bonds of that maturity have been sold.
The County acknowledges that, in making the representations set forth above, the successful bidder will rely on
(i) the agreement of each underwriter to comply with the hold-the-offering-price rule, as set forth in an agreement
among underwriters and the related pricing wires, (ii) in the event a selling group has been created in connection with
the initial sale of the Bonds to the public, the agreement of each dealer who is a member of the selling group to comply
with the hold-the-offering-price rule, as set forth in a selling group agreement and the related pricing wires, and (iii)
in the event that any underwriter is a party to a retail distribution agreement that was employed in connection with the
initial sale of the Bonds to the public, the agreement of each broker-dealer that is party to such agreement to comply
with the hold-the-offering-price rule, as set forth in the retail distribution agreement and related pricing wires. The
County further acknowledges that each underwriter shall be solely liable for its failure to comply with its agreement
regarding the hold-the-offering-price rule and that no underwriter shall be liable for the failure of any other
underwriter, or of any dealer that is a member of a selling group, or of any broker-dealer that is a party to a retail
distribution agreement to comply with its corresponding agreement regarding the hold-the-offering-price rule as
applicable to the Bonds.
By submitting a bid, each bidder confirms that: (i) any agreement among underwriters, any selling group
agreement and each retail distribution agreement relating to the initial sale of the Bonds to the public, together with
the related pricing wires, contains or will contain language obligating each underwriter, each dealer who is a member
of the selling group, and each broker-dealer that is a party to such retail distribution agreement, as applicable, to (A)
report the prices at which it sells to the public the unsold Bonds of each maturity allotted to it until it is notified by the
successful bidder that either the 10% test has been satisfied as to the Bonds of that maturity or all Bonds of that
maturity have been sold to the public and (B) comply with the hold-the-offering-price rule, if applicable, in each case
if and for so long as directed by the successful bidder and as set forth in the related pricing wires and (ii) any agreement
among underwriters relating to the initial sale of the Bonds to the public, together with the related pricing wires,
contains or will contain language obligating each underwriter that is a party to a retail distribution agreement to be
employed in connection with the initial sale of the Bonds to the public to require each broker-dealer that is a party t
WASHINGTON COUNTY, MARYLAND C-6
such retail distribution agreement to (A) report the prices at which it sells to the public the unsold Bonds of each
maturity allotted to it until is notified by the successful bidder or such underwriter that either the 10% test has been
satisfied as to the Bonds of that maturity or all Bonds of that maturity have been sold to the public and (B) comply
with the hold-the-offering-price rule, if applicable, in each case if and for so long as directed by the successful bidder
or such underwriter and as set forth in the related pricing wires.
Sale of any Bonds to any person that is a related party to an underwriter shall not constitute sales to the public for
purposes of this Notice of Sale. Further, for purposes of this Notice of Sale:
(i) “public” means any person (including an individual, trust, estate, partnership, association, company,
or corporation) other than an underwriter or related party;
(ii) “related party” generally means any two or more persons who have greater than 50 percent common
ownership, directly or indirectly;
(iii) “sale date” means the date that the Bonds are awarded by the County to the successful bidder; and
(iv) “underwriter” means (A) any person that agrees pursuant to a written contract with the County (or
with the lead underwriter to form an underwriting syndicate) to participate in the initial sale of the Bonds to the public,
and (B) any person that agrees pursuant to a written contract directly or indirectly with a person described in clause
(A) of this definition to participate in the initial sale of the Bonds to the public (including a member of a selling group
or a party to a retail distribution agreement participating in the initial sale of the Bonds to the public).
The successful bidder must deliver to the County at closing an “issue price” or similar certificate establishing the
issue price of the Bonds in accordance with U.S. Treasury Regulation 1.148-1, together with the supporting pricing
wires or equivalent communications, substantially in the form attached hereto as Exhibit 1 (for a Qualified Competitive
Bid) or Exhibit 2 (for a Nonqualified Competitive Bid), as applicable, with such modifications as may be appropriate
or necessary, in the reasonable judgment of the successful bidder, the County and bond counsel to the County.
All actions to be taken on behalf of the County under this Notice of Sale to establish the issue price of the Bonds
may be taken on behalf of the County by the County’s financial advisor, Public Advisory Consultants, Inc., and any
notice or report to be provided to the County may be provided to the County’s financial advisor Public Advisory
Consultants, Inc. or bond counsel.
Security
The full faith and credit and unlimited taxing power of the County are unconditionally pledged to the payment
of the principal of the Bonds and the interest to accrue thereon.
Book-Entry Only
The Bonds will be issued by means of a book-entry system with no physical distribution of bond certificates
made to the public. One bond certificate for each maturity will be issued to Cede & Co., the nominee of The Depository
Trust Company, New York, New York (“DTC”), and immobilized in DTC’s custody or in the custody of the Bond
Registrar and Paying Agent. The book-entry system will evidence ownership of the Bonds in the principal amount of
$5,000 and integral multiples thereof, with transfers of ownership interest of each actual purchaser of a Bond effected on
the records of DTC and its participants. The successful bidder, as a condition to delivery of the Bonds, shall be required
to deposit the applicable bond certificates with DTC or with the Bond Registrar and Paying Agent to be held under DTC’s
“FAST” system, registered in the name of Cede & Co., DTC’s nominee. All fees due DTC shall be paid by the successful
bidder.
Principal and interest on the Bonds will be paid to Cede & Co., nominee of DTC, as registered owner of the
Bonds on the dates such principal and interest are payable.
Transfer of principal and interest payments to participants of DTC will be the responsibility of DTC, and transfer
of principal and interest payments to beneficial owners of the Bonds by participants of DTC will be the responsibility of
such participants and other nominees of beneficial owners. The County will not be responsible or liable for such transfers
of payments or for maintaining, supervising or reviewing the records maintained by DTC, its participants or persons
acting through such participants.
WASHINGTON COUNTY, MARYLAND C-7
DTC may determine not to continue to act as securities depository for the Bonds at any time by giving notice
to the County. The County may determine to select a different securities depository or the County may determine not to
continue the book-entry system. If the County does not identify another qualified securities depository to replace DTC,
the County will deliver replacement bonds in the form of fully-registered certificates.
Optional Redemption
The Bonds that mature on or before July 1, 2027, are not subject to redemption at the option of the County prior
to their maturities. The Bonds that mature on or after July 1, 2028, are subject to redemption at the option of the County
in whole or in part on any date on or after July 1, 2027, in any order directed by the County, at a redemption price of the
principal amount of the Bonds (or portions thereof) to be redeemed, plus accrued interest thereon to the date fixed for
redemption, without premium or penalty.
Legal Opinion
The Bonds will be issued and sold subject to approval as to legality by Funk & Bolton, P.A., Baltimore,
Maryland, bond counsel. The approving opinion of Funk & Bolton, P.A. will be delivered, upon request, to the successful
bidder for the Bonds, without charge, and the text of the approving opinion will also be printed on, or attached to, each
Bond.
Undertakings of the Successful Bidder
Upon the preliminary award of the Bonds, the successful bidder shall promptly advise the County of the initial
reoffering prices to the public of each maturity of the Bonds. Simultaneously with or before delivery of the Bonds, the
successful bidder shall furnish to the County a certificate in form and substance acceptable to bond counsel (a) certifying
that a bona fide offering of the Bonds has been made to the public (excluding bond houses, brokers, and other
intermediaries), and (b) stating that a substantial portion of each maturity of the Bonds has been sold to the public
(excluding bond houses, brokers, and other intermediaries) at the respective initial offering prices. Such certifications
shall be based on actual facts known to the successful bidder as of th e Bid Date. For purposes of the successful bidder’s
certificate, a substantial portion of the Bonds is at least 10% in par amount of each maturity.
If the successful bidder cannot deliver the certificate as described above, the County’s bond counsel will be
required to evaluate the facts and circumstances of the offering and sale of the Bonds to confirm compliance with statutory
requirements of avoiding the establishment of an artificial price.
CUSIP Numbers
It is anticipated that CUSIP identification numbers will be printed on the Bonds, but neither the failure to print
any such number on any Bond nor any error with respect thereto shall constitute cause for failure or refusal by the
successful bidder to accept delivery of and pay for the Bonds in accordance with the terms of this Notice of Sale.
Official Statement
Within seven business days after the award of the Bonds to the successful bidder therefor on the Bid Date, the
County will authorize its Official Statement, which is expected to be substantially in the form of the Preliminary Official
Statement referred to below. The Preliminary Official Statement has been deemed final by the County for the purpose
of Rule 15c2-12 of the Securities and Exchange Commission, subject to revision, amendment and completion in a final
Official Statement. The County will also issue any supplement or amendment to the Official Statement that may be
necessary between the date of the Official Statement and the date of delivery of the Bonds. If requested and furnished to
the County in writing by the successful bidder at or before the close of business on the Bid Date, the County will include
in the Official Statement such pricing and other information relating to the reoffering of the Bonds, if any, as may be so
furnished. If the successful bidder furnishes no such information, the Official Statement will include the interest rates on
the Bonds resulting from the proposal of the successful bidder therefor and the other statements with respect to reoffering
contained in the Preliminary Official Statement. Whether or not any such information is included in the Official
Statement, the successful bidder shall be responsible to the County and its officials in all respects for the accuracy, fairness
WASHINGTON COUNTY, MARYLAND C-8
and completeness of such information, and for all decisions made with respect to the use or omission of such information
in any reoffering of the Bonds, including the presentation or exclusion of any such information in any documents,
including the Official Statement. Within seven business days after the award of the Bonds, the successful bidder will
also be furnished, without cost, with a reasonable number of copies of the Official Statement. The successful bidder will
also be furnished with any amendment or supplement to the Official Statement, without cost, except to the extent any
such amendment or supplement is required due to a change in the reoffering information or other information provided
by or on behalf of a successful bidder.
Continuing Disclosure
In order to assist the successful bidder in complying with Securities and Exchange Commission Rule 15c2-
12(b)(5), the County will undertake, pursuant to a continuing disclosure agreement, to provide certain information
annually and notices of the occurrence of certain events. The substantially final form of Continuing Disclosure
Agreement is included in the Preliminary Official Statement as Appendix D.
Delivery of the Bonds
Delivery of the Bonds will be made to the successful bidder through the facilities of DTC on or about May 22,
2018. Payment for the Bonds shall be made in immediately available funds.
The Bonds will be accompanied by the customary closing documents, including a no litigation certificate,
effective as of the date of delivery, stating that there is no litigation pending affecting the validity of the Bonds. It shall
be a condition to the obligation of the successful bidder to accept delivery of and pay for the Bonds that, simultaneously
with or before delivery and payment for the Bonds, said successful bidder shall be furnished a certificate of the President
of the Board and the CFO to the effect that, to the best of their knowledge and belief, the Official Statement (and any
amendment or supplement thereto) (except for the reoffering information and except as to information regarding DTC
and DTC’s book-entry system provided by DTC, as to which no view will be expressed) as of the Bid Date and as of the
date of delivery of the Bonds does not contain any untrue statement of a material fact and does not omit to state a material
fact necessary to make the statements therein, in the light of the circumstances under which they were made, not
misleading and that between the Bid Date and the date of delivery of the Bonds there has been no material adverse change
in the financial position or revenues of the County, except as reflected or contemplated in the Official Statement
Amendment and Postponement
The County reserves the right to modify or amend this Notice of Sale prior to the Bid Date including, but not
limited to, adjusting and changing the aggregate principal amount of the Bonds being offered, and/or changing the bid
specifications for the Bonds; however, such modifications or amendments shall be made not later than 9:30 a.m.
Prevailing Eastern Time on the Bid Date and communicated through BiDCOMP/Parity®/www.i-dealprospectus.com or
TM3.
The County reserves the right to postpone, from time to time, the date established for the receipt of bids. Any
such postponement will be communicated through BiDCOMP/Parity®/www.i-dealprospectus.com or TM3. If any date
fixed for the receipt of bids and the sale of the Bonds is postponed, any alternative Bid Date will be announced via
BiDCOMP/Parity®/www.i-dealprospectus.com or TM3 at least 24 hours prior to such alternative Bid Date. In addition,
the County reserves the right, on the date established for the receipt of bids, to reject all bids for the Bonds and establish
a subsequent date on which bids for the Bonds will again be received. If all bids for the Bonds are rejected and a
subsequent date for receipt of bids for the Bonds established, notice of the subsequent Bid Date will be announced via
BiDCOMP/Parity®/www.i-dealprospectus.com or TM3 at least 24 hours prior to such subsequent Bid Date. On any such
alternative or subsequent Bid Date, any bidder may submit a proposal for the purchase of the Bonds in conformity in all
respects with this official Notice of Sale except for the Bid Date and except for the changes announced by
BiDCOMP/Parity®/www.i-dealprospectus.com or TM3 at the time the alternative or subsequent Bid Date and time are
announced.
Any proposal submitted shall be made in accordance with this Notice of Sale, including any modifications,
amendments or changes communicated via BiDCOMP/Parity®/www.i-dealprospectus.com or TM3 in accordance with
the provisions of this Notice of Sale.
WASHINGTON COUNTY, MARYLAND C-9
Additional Information
The Preliminary Official Statement dated May 1, 2018, together with this Notice of Sale, will be supplied to
prospective bidders upon request made in writing to the County’s financial advisor, Public Advisory Consultants, Inc.,
25 Crossroads Drive, Suite 402, Owings Mills, Maryland 21117, or by telephone, (410) 581-4820 or by facsimile
transmission, (410) 581-9808, or by email, pac@paconsults.com.
WASHINGTON COUNTY
Terry L. Baker, President
Board of County Commissioners
WASHINGTON COUNTY, MARYLAND C-10
Exhibit 1 to Appendix C (Notice of Sale)
FORM OF ISSUE PRICE CERTIFICATE FOR
QUALIFIED COMPETITIVE BID
$_______________
COUNTY COMMISSIONERS OF WASHINGTON COUNTY
PUBLIC IMPROVEMENT BONDS OF 2018
ISSUE PRICE CERTIFICATE (Qualified Competitive Bid)
The undersigned, on behalf of [NAME OF UNDERWRITER] (the “Purchaser”), hereby certifies as set forth
below with respect to the sale and issuance of the above-captioned obligations (the “Bonds”) to be issued by County
Commissioners of Washington County (the “Issuer”). Certain capitalized terms used in this certificate are defined in
paragraph 2 below.
1. Reasonably Expected Initial Offering Price.
(a) As of the Sale Date, the reasonably expected initial offering prices of the Bonds to the Public by the
Purchaser are the prices listed in Schedule A hereto (the “Expected Offering Prices”). The Expected Offering Prices
are the prices for the Maturities of the Bonds used by the Purchaser in formulating its bid to purchase the Bonds.
Attached hereto as Schedule B is a true and correct copy of the bid provided by the Purchaser to purchase the Bonds.
(b) The Purchaser was not given the opportunity to review other bids prior to submitting its bid.
(c) The bid submitted by the Purchaser constituted a firm offer to purchase the Bonds.
2. Defined Terms.
“Maturity” means Bonds with the same credit and payment terms. Bonds with different maturity dates are
treated as separate Maturities.
“Public” means any person (including an individual, trust, estate, partnership, association, company, or
corporation) other than an Underwriter or related party to an Underwriter. The term “related party” for purposes of
this certificate generally means any two or more persons who have greater than 50 percent common ownership,
directly or indirectly.
“Sale Date” means the first day on which there is a binding contract in writing for the sale of the Bonds. The
Sale Date of the Bonds is May 8, 2018.
“Underwriter” means (i) any person that agrees pursuant to a written contract with the Issuer (or with the
lead underwriter to form an underwriting syndicate) to participate in the initial sale of the Bonds to the Public, and (ii)
any person that agrees pursuant to a written contract directly or indirectly with a person described in clause (i) of this
definition to participate in the initial sale of the Bonds to the Public (including a member of a selling group or a party
to a retail distribution agreement participating in the initial sale of the Bonds to the Public).
The undersigned understands that the foregoing information will be relied upon by the Issuer with respect to
certain of the representations set forth in the Tax Certificate and Compliance Agreement of the Issuer and with respect
to compliance with the federal income tax rules affecting the Bonds, and by Funk & Bolton, P.A., bond counsel to the
Issuer, in rendering its opinion that the interest on the Bonds is excludable from gross income for federal income tax
purposes, the preparation of Internal Revenue Service Form 8038-G, and other federal income tax advice bond counsel
may give to the Issuer from time to time relating to the Bonds.
WASHINGTON COUNTY, MARYLAND C-11
_______________________________, as Purchaser
By:____________________________________________
Name:
Title:
(Authorized Signatory)
Dated: _______________, 2018
WASHINGTON COUNTY, MARYLAND C-12
SCHEDULE A
EXPECTED OFFERING PRICES
[To be Attached]
WASHINGTON COUNTY, MARYLAND C-13
SCHEDULE B
COPY OF PURCHASER’S BID
[To be Attached]
WASHINGTON COUNTY, MARYLAND C-14
Exhibit 2 to Appendix C (Notice of Sale)
FORM OF ISSUE PRICE CERTIFICATE FOR
NONQUALIFIED COMPETITIVE BID
$_______________
COUNTY COMMISSIONERS OF WASHINGTON COUNTY
PUBLIC IMPROVEMENT BONDS OF 2018
ISSUE PRICE CERTIFICATE (Nonqualified Competitive Bid)
The undersigned, on behalf of [NAME OF THE WINNING BIDDER] (the “[SHORT FORM NAME OF
WINNING BIDDER”), [on behalf of itself and [NAMES OF MEMBERS OF THE UNDERWRITING SYNDICATE]
(together, the “Underwriting Syndicate”) hereby certifies as set forth below with respect to the sale and issuance of
the above-captioned obligations (the “Bonds”) to be issued by County Commissioners of Washington County (the
“Issuer”). Certain capitalized terms used in this certificate are defined in paragraph 3 below.
1. Sale of the General Rule Maturities. As of the date of this certificate, for each Maturity of the
General Rule Maturities, the first price at which at least 10% of such Maturity was sold by [SHORT FORM NAME
OF WINNING BIDDER][the Underwriting Syndicate] to the Public is the respective price listed in Schedule A.
2. Initial Offering Price of the Hold-the-Offering-Price Maturities.
(a) The [SHORT FORM NAME OF WINNING BIDDER][Underwriting Syndicate] offered the Hold-
the-Offering-Price Maturities to the Public for purchase at the respective initial offering prices listed in Schedule A
(the “Initial Offering Prices”) on or before the Sale Date. A copy of the pricing wire or equivalent communication for
the Bonds is attached to this certificate as Schedule B.
(b) As set forth in the Notice of Sale and bid award, [the SHORT FORM NAME OF WINNING
BIDDER][the members of the Underwriting Syndicate] [has][have] agreed in writing that (i) for each Maturity of the
Hold-the-Offering-Price Maturities, [it][they] would neither offer nor sell any of the Bonds of such Maturity to any
person at a price that is higher than the Initial Offering Price for such Maturity during the Holding Period for such
Maturity (the “hold-the-offering-price rule”), and (ii) any selling group agreement shall contain the agreement of each
dealer that is a member of the selling group, and any retail distribution agreement shall contain the agreement of each
broker-dealer that is a party to the retail distribution agreement, to comply with the hold-the-offering-price rule.
Pursuant to such agreement, no Underwriter (as defined below) has offered or sold any Maturity of the Hold-the-
Offering-Price Maturities at a price that is higher than the Initial Offering Price for that Maturity of the Bonds during
the Holding Period.
3. Defined Terms.
“General Rule Maturities” means those Maturities of the Bonds listed on Schedule A hereto as the “General
Rule Maturities”.
“Hold-the-Offering-Price Maturities” means those Maturities of the Bonds listed in Schedule A hereto as the
“Hold-the-Offering-Price Maturities”.
“Holding Period” means, with respect to each Hold-the-Offering-Price Maturity, the period starting on the
Sale Date and ending on the earlier of (i) the close of the fifth (5) business day after the Sale Date, or (ii) the date of
which the [SHORT FORM NAME OF WINNING BIDDER][Underwriters] [has][have] sold at least 10% of such
Hold-the-Offering-Price Maturity to the Public at prices that are no higher than the Initial Offering Price for such
Hold-the-Offering Price Maturity.
“Maturity” means Bonds with the same credit and payment terms. Bonds with different maturity dates are
treated as separate Maturities.
“Public” means any person (including an individual, trust, estate, partnership, association, company, or
corporation) other than an Underwriter or related party to an Underwriter. The term “related party” for purposes of
WASHINGTON COUNTY, MARYLAND C-15
this certificate generally means any two or more persons who have greater than 50 percent common ownership,
directly or indirectly.
“Sale Date” means the first day on which there is a binding contract in writing for the sale of the Bonds. The
Sale Date of the Bonds is May 8, 2018.
“Underwriter” means (i) any person that agrees pursuant to a written contract with the Issuer (or with the
lead underwriter to form an underwriting syndicate) to participate in the initial sale of the Bonds to the Public, and (ii)
any person that agrees pursuant to a written contract directly or indirectly with a person described in clause (i) of this
definition to participate in the initial sale of the Bonds to the Public (including a member of a selling group or a party
to a retail distribution agreement participating in the initial sale of the Bonds to the Public).
The undersigned understands that the foregoing information will be relied upon by the Issuer with respect to
certain of the representations set forth in the Tax Certificate and Compliance Agreement of the Issuer and with respect
to compliance with the federal income tax rules affecting the Bonds, and by Funk & Bolton, P.A., bond counsel to the
Issuer, in rendering its opinion that the interest on the Bonds is excludable from gross income for federal income tax
purposes, the preparation of Internal Revenue Service Form 8038-G, and other federal income tax advice bond counsel
may give to the Issuer from time to time relating to the Bonds.
[NAME OF WINNING BIDDER] [, as Representative of the
Underwriting Syndicate]
By:____________________________________________
Name:
Title:
(Authorized Signatory)
Dated: _____________, 2018
WASHINGTON COUNTY, MARYLAND C-16
SCHEDULE A
SALE PRICES OF THE GENERAL RULE MATURITIES
[To be Inserted or Attached]
INITIAL OFFERING PRICES OF THE HOLD-THE-OFFERING-PRICE MATURITIES
[To be Inserted or Attached]
WASHINGTON COUNTY, MARYLAND C-17
SCHEDULE B
PRICING WIRE OR EQUIVALENT COMMUNICATION
[To be Attached]
WASHINGTON COUNTY, MARYLAND D-1
APPENDIX D
$____________
COUNTY COMMISSIONERS OF WASHINGTON COUNTY
PUBLIC IMPROVEMENT BONDS OF 2018
PROPOSED FORM OF
CONTINUING DISCLOSURE AGREEMENT
This Continuing Disclosure Agreement (the “Disclosure Agreement”) is executed and delivered by COUNTY
COMMISSIONERS OF WASHINGTON COUNTY (the “Issuer”) in connection with the issuance of its $__________
Public Improvement Bonds of 2018 (the “Bonds”). The Bonds are being issued pursuant to a Resolution adopted on April
24, 2018. The Issuer covenants and agrees as follows:
SECTION 1. Purpose of the Disclosure Agreement. This Disclosure Agreement is being executed and
delivered by the Issuer for the benefit of the owners and beneficial owners of the Bonds and in order to assist the
Participating Underwriters in complying with Securities and Exchange Commission Rule 15c2-12(b)(5). The Issuer’s
obligations hereunder shall be limited to those required by written undertaking pursuant to the Rule.
SECTION 2. Definitions. In addition to the definitions set forth above, which apply to any capitalized
term used in this Disclosure Agreement unless otherwise defined in this Section, the following capitalized terms shall
have the following meanings:
“Listed Events” shall mean any of the events listed in Section 4(a) of this Disclosure Agreement.
“MSRB” shall mean the Municipal Securities Rulemaking Board. To the extent the Rule is amended to refer
to any additional or different repositories, references in this Disclosure Agreement to the MSRB shall be deemed
to such additional or different repositories to the extent required by the Rule. As of the date of execution and
delivery of this Disclosure Agreement, any of the notices or materials required by this Disclosure Certificate to be
filed with the MSRB shall be filed with the Electronic Municipal Market Access maintained by the MSRB
at http://www.msrb.emma.org in accordance with the Rule.
“Official Statement” shall mean the Official Statement dated May __, 2018 relating to the Bonds.
“Participating Underwriter” shall mean any of the original underwriters of the Bonds required to comply
with the Rule in connection with offering of the Bonds.
“Rule” shall mean Rule 15c2-12 adopted by the Securities and Exchange Commission under the Securities
Exchange Act of 1934, as the same may be amended from time to time.
SECTION 3. Provision of Annual Financial Information, Operating Data and Audited Information.
(a) The Issuer shall provide to the MSRB annual financial information and operating data generally
consistent with the information contained under the headings “General Fund Revenues and Expenditures”, “General Fund
Balance Sheet” and “General Obligation and Revenue Bonds” in the Official Statement, such information to be made
available within 240 days after the end of the Issuer’s fiscal year, commencing with the fiscal year ending June 30, 2018.
(b) The Issuer shall provide to the MSRB annual audited combined financial statements for the Issuer,
such information to be made available within 240 days after the end of the Issuer’s fiscal year, commencing with the fiscal
year ending June 30, 2018, unless the audited financial statements are not available on or before such date, in which event
said financial statements will be provided promptly when and if available. In the event that audited financial statements
are not available within 240 days after the end of the Issuer’s fiscal year (commencing with the fiscal year ending June
30, 2018), the Issuer will provide unaudited financial statements within said time period.
(c) The presentation of the financial information referred to in paragraph (a) and in paragraph (b) shall be
made in accordance with the same accounting principles as utilized in connection with the presentation of applicable
comparable financial information included in the Official Statement, provided, that the Issuer may modify the accounting
D-2 WASHINGTON COUNTY, MARYLAND
principles utilized in the presentation of financial information by amending this Disclosure Agreement pursuant to the
provisions of Section 7 hereof. Changes in Generally Accepted Accounting Principles, where applicable to financial
information to be provided by the Issuer, shall not require the Issuer to amend this Disclosure Agreement.
(d) If the Issuer is unable to provide the annual financial information and operating data within the
applicable time periods specified in (a) and (b) above, the Issuer shall send in a timely manner a notice of such failure to
the MSRB.
(e) If the Issuer changes its fiscal year, it will notify the MSRB of the change (and of the date of the
new fiscal year end) prior to the next date by which the Issuer would otherwise be required to provide financial
information and operating data pursuant to this Section 3.
(f) The financial information and operating data to be provided pursuant to this Section 3 may be set
forth in full in one or more documents or may be incorporated by specific reference to documents available to the
public on the MSRB’s Internet Website or filed with the Securities and Exchange Commission.
(g) All information provided to the MSRB pursuant to subsections (a), (b) or (d) of this Section 3 shall be
in an electronic format as prescribed by the MSRB.
SECTION 4. Reporting of Listed Events.
(a) This Section 4 shall govern the giving of notices of the occurrence of any of the following Listed
Events with respect to the Bonds:
i) principal and interest payment delinquencies;
ii) non-payment related defaults, if material;
iii) unscheduled draws on debt service reserves reflecting financial difficulties;
iv) unscheduled draws on credit enhancements reflecting financial difficulties;
v) substitution of credit or liquidity providers, or their failure to perform;
vi) adverse tax opinions, the issuance by the Internal Revenue Service of proposed or final determinations
of taxability, Notices of Proposed Issue (IRS Form 5701-TEB) or other material notices or
determinations with respect to the tax status of the Bonds, or other material events affecting the tax-
exempt status of the Bonds;
vii) modifications to rights of Bond holders, if material;
viii) Bond calls, if material, and tender offers;
ix) defeasances;
x) release, substitution, or sale of property securing repayment of the Bonds, if material;
xi) rating changes;
xii) bankruptcy, insolvency, receivership or similar event of the Issuer;
xiii) the consummation of a merger, consolidation, or acquisition involving the Issuer or the sale of all or
substantially all of the assets of the Issuer, other than in the ordinary course of business, the entry into
a definitive agreement to undertake such an action or the termination of a definitive agreement relating
to any such actions, other than pursuant to its terms, if material; and
xiv) appointment of a successor or additional trustee or the change of name of a trustee, if material.
For the purpose of the event identified in clause (xii) of this Section 4(a), the event is considered to occur when any
of the following occur: the appointment of a receiver, fiscal agent or similar officer for the Issuer in a proceeding
under the U.S. Bankruptcy Code or in any other proceeding under state or federal law in which a court or governmental
authority has assumed jurisdiction over substantially all of the assets or business of the Issuer, or if such jurisdiction
has been assumed by leaving the existing governing body and officials or officers in possession but subject to the
supervision and orders of a court or governmental authority, or the entry of an order confirming a plan of
reorganization, arrangement or liquidation by a court or governmental authority having supervision or jurisdiction
over substantially all of the assets or business of the Issuer.
(b) Notice of any of the Listed Events identified in Section 4(a) shall be given to the MSRB in a timely
manner not in excess of ten (10) business days after the occurrence of the event
WASHINGTON COUNTY, MARYLAND D-3
(c) All information provided to the MSRB pursuant to this Section 4 shall be in an electronic format as
prescribed by the MSRB.
SECTION 5. Termination of Reporting Obligations. The Issuer’s obligations under this Disclosure
Agreement shall terminate upon the payment in full of all of the Bonds either at their maturity or by early redemption.
In addition, the Issuer may terminate its obligations under this Disclosure Agreement if and when the Issuer no longer
remains an obligated person with respect to the Bonds within the meaning of the Rule.
SECTION 6. Dissemination Agent. The Issuer may, from time to time, appoint or engage a Dissemination
Agent to assist it in carrying out its obligations under this Disclosure Agreement, and may discharge any such
Dissemination Agent, with or without appointing a successor Dissemination Agent.
SECTION 7. Amendment; Waiver. Notwithstanding any other provision of this Disclosure Agreement, the
Issuer may amend this Disclosure Agreement, and any provision of this Disclosure Agreement may be waived, if such
amendment or waiver is supported by an opinion of counsel, expert in federal securities laws, to the effect that such
amendment or waiver would not, in and of itself, cause the undertakings herein to violate the Rule if such amendment or
waiver had been effective on the date hereof but taking into account any subsequent change in or official interpretation of
the Rule. To the extent applicable, the reasons for any amendment and the impact of the change in the type of operating
data or financial information being provided will be explained in information provided with the annual financial
information containing the amended operating data or financial information.
SECTION 8. Additional Information. Nothing in this Disclosure Agreement shall be deemed to prevent
the Issuer from disseminating any other information, using the means of dissemination set forth in this Disclosure
Agreement or any other means of communication, or including any other information in any disclosure made pursuant
to Section 3(a) or (b) hereof or notice of occurrence of a Listed Event in addition to that which is required by this
Disclosure Agreement. If the Issuer chooses to include any information in any disclosure made pursuant to Section
3(a) or (b) hereof or notice of occurrence of a Listed Event in addition to that which is specifically required by this
Disclosure Agreement, the Issuer shall have no obligation under this Disclosure Agreement to update such information
or include it in any future disclosure made pursuant to Section 3(a) or (b) hereof or notice of occurrence of a Listed
Event.
SECTION 9. Limitation of Remedies. The Issuer shall be given written notice at the address set forth below
of any claimed failure by the Issuer to perform its obligations under this Disclosure Agreement, and the Issuer shall be
given 15 days to remedy any such claimed failure. Any suit or other proceeding seeking further redress with regard to any
such claimed failure by the Issuer shall be limited to specific performance as the adequate and exclusive remedy available
in connection with such action. Written notice to the Issuer shall be given to the Chief Financial Officer, Washington
County Administration Building, Room 3100, 100 W. Washington Street, Hagerstown, MD 21740, or at such alternate
address as shall be specified by the Issuer with disclosures made pursuant to Section 3(a) or (b) hereof or a notice of
occurrence of a Listed Event.
SECTION 10. Relationship to Bonds. This Disclosure Agreement constitutes an undertaking by the Issuer
that is independent of the Issuer’s obligations with respect to the Bonds; any breach or default by the Issuer under this
Disclosure Agreement shall not constitute or give rise to a breach or default under the Bonds.
SECTION 11. Law of Maryland. This Disclosure Agreement, and any claim made with respect to the
performance by the Issuer of its obligations hereunder, shall be governed by, subject to, and construed according to the
laws of the State of Maryland.
SECTION 12. Limitation of Forum. Any suit or other proceeding seeking redress with regard to any claimed
failure by the Issuer to perform its obligations under this Disclosure Agreement must be filed in the Circuit Court for
Washington County, Maryland.
SECTION 13. Beneficiaries. This Disclosure Agreement shall inure solely to the benefit of the owners,
including beneficial owners, from time to time of the Bonds, and shall create no rights in any other person or entity.
D-4 WASHINGTON COUNTY, MARYLAND
SECTION 14. Compliance with MSRB Requirements. All documents provided to the MSRB pursuant to
this Disclosure Agreement and the Rule shall be accompanied by identifying information as prescribed by the MSRB.
Date: ____________________, 2018
(SEAL)
ATTEST: COUNTY COMMISSIONERS OF
WASHINGTON COUNTY
______________________________ By: _______________________________________
Vicki C. Lumm, County Clerk Terry L. Baker, President
Board of County Commissioners
of Washington County
Tax-Supported Self-Supported
Approved Amount Approved Amount Project
Project Name 2018 Bond 2018 Bond Type
Infrastructure
Bridges:
Crystal Falls Drive Bridge W3051 $474,000
Halfway Blvd Bridges W0912 115,000
Roads:
Colonel Henry K. Douglas Drive Ext Phase I 1,200,000
Crayton Blvd Extended 800,000
Eastern Blvd at Antietam Drive 250,000
Halfway Blvd Extended Phase 1 523,000
Pavement Maintenance and Rehabilitation Program 1,904,000
Professional Ct Ext-Phase I Bridge over Antietam 759,000
Showalter Rd Extended East 510,000
Southern Blvd Phase I 1,378,000
Drainage:
Hoffmaster and Harpers Ferry Road Drainage 428,000
Stormwater Retrofits 521,000 $8,862,000
Public Safety Projects
Police, Fire and Emergency Services Training Facility 2,628,000 2,628,000
Public Facilities
County Building Renovations 33-35 W. Washington 510,000 510,000
Environmental Projects
Capacity Management Project 510,000
Collection System Rehabilitation Project 357,000
Laboratory Rehab of Ventilation System 154,000
Sharpsburg Water Treatment Plant 204,000
Smithsburg WwTP - ENR Upgrade 408,000
Gas Mitigation System 852,000 2,485,000
$12,000,000 $2,485,000 $14,485,000
Washington County, Maryland
Description of 2018 Projects
PRELIMINARY OFFICIAL STATEMENT DATED MAY 1, 2018
New Issue-Book-Entry Only
In the opinion of Bond Counsel, assuming continuous compliance with certain covenants described herein, under existing law,
the interest on the Bonds (a) will be excludable from gross income for federal income tax purposes, and (b) is not includable
in corporate or individual alternative minimum taxable income as an enumerated item of tax preference, provided that, for tax
years beginning before January 1, 2018, such interest is taken into account in determining adjusted current earnings for the
purpose of computing the alternative minimum tax imposed on certain corporations, and may be subject to the branch profits
tax imposed on foreign corporations engaged in a trade or business in the United States of America. It is also the opinion of Bond Counsel that, under existing law, the
Bonds, their transfer, the interest payable thereon, and any income derived therefrom (including any profit made in the sale thereof) shall be at all times exempt from State
of Maryland, county, municipal, or other taxation of every kind and nature whatsoever within the State, but no opinion is expressed as to Maryland estate or inheritance
taxes or any other Maryland taxes not levied directly on the Bonds, their transfer, the interest thereon or the income therefrom. See the information contained herein
under the caption “THE BONDS—Tax Matters”.
$14,485,000*
WASHINGTON COUNTY, MARYLAND
(COUNTY COMMISSIONERS OF WASHINGTON COUNTY)
PUBLIC IMPROVEMENT BONDS OF 2018
Dated: Date of delivery
Due: July 1, as shown below
Interest Payable: January 1 and July 1
First Interest Payment Due: January 1, 2019
Denomination: Integral multiples of $5,000
Form: Registered, book-entry only through the facilities of The Depository Trust Company (“DTC”)
Optional Redemption: The Bonds maturing on or after July 1, 2028 are redeemable prior to maturity at the County’s option as set forth in “THE BONDS—
Redemption” herein.
Security: The Bonds are general obligations of County Commissioners of Washington County (the “County”) for the payment of which its full
faith and credit and unlimited taxing power are pledged (see “THE BONDS—Sources of Payment” herein).
2019 455,000$ 2029 745,000$
2020 475,000 2030 770,000
2021 500,000 2031 795,000
2022 525,000 2032 825,000
2023 555,000 2033 855,000
2024 585,000 2034 885,000
2025 615,000 2035 915,000
2026 645,000 2036 950,000
2027 675,000 2037 985,000
2028 710,000 2038 1,020,000
**The interest rates and prices or yields shown above are those resulting from the successful bid for the Bonds on May 8, 2018 and were furnished by
________________, the successful bidder. Other information concerning the terms of the reoffering of the Bonds, if any, should be obtained from the
successful bidder and not from the County. (See “MISCELLANEOUS--Sale at Competitive Bidding” herein.)
Conditions Affecting Issuance: The Bonds are offered when, as and if issued, subject to, among other conditions, the delivery of the Bonds and the approving legal
opinion of Funk & Bolton, P.A., Bond Counsel, with respect thereto and other conditions specified in the official Notice of Sale. Delivery will occur through the
facilities of DTC on or about May 22, 2018.
This cover page contains certain information for quick reference only. It is not a summary of this issue. Prospective bidders and investors must read the entire
Official Statement to obtain information essential to the making of an informed investment decision.
*Preliminary; subject to change
Dated: ____________
Moody’s:
No dealer, broker, salesman or other person has been authorized by the County or the successful bidder for the Bonds to give any information or to make any
representations with respect to the Bonds or the County other than those contained in this Official Statement, and, if given or made, such other information or representations
must not be relied upon as having been authorized by any of the foregoing. This Official Statement does not constitute an offer to sell or the solicitation of an offer to buy,
nor shall there be any sale of the Bonds by any person in any jurisdiction in which it is unlawful for such person to make such offer, solicitation or sale. The information
set forth herein has been obtained from the County and other sources which are deemed to be reliable but it is not to be construed as a representation by the County as to
information from sources other than the County.
This Official Statement is not to be construed as a contract or agreement between the County and the purchasers or holders of any of the Bonds.
All quotations from and summaries and explanation of provisions of laws and documents herein do not purport to be complete and reference is made to such
laws and documents for full and complete statements of their provisions. Any statements made in this Official Statement involving estimates or matters of opinion, whether
or not expressly so stated, are intended merely as estimates or opinions and not as representations of fact. The information and expressions of opinion herein are subject
to change without notice and neither the delivery of this Official Statement nor any sale of the Bonds shall, under any circumstances, create any implication that there has
been no change in the affairs of the County since the respective dates as of which information is given herein or the date hereof.
CUSIP is a registered trademark of the American Bankers Association. CUSIP data herein is provided by CUSIP Global Services, which is managed by S&P
Global Market Intelligence (a part of S&P Global Inc.), and the County does not take any responsibility for the accuracy thereof. The CUSIP number for any specific
maturity is subject to change after issuance of the Bonds in certain circumstances. The County has not agreed to, and there is no obligation to, update this Official Statement
to reflect any change or correction in the assigned CUSIP numbers set forth on the cover page of this Official Statement. The use of CUSIP numbers in this Official
Statement is not intended to create a database and does not serve in any way as a substitute for CUSIP Global Services’s information.
WASHINGTON COUNTY, MARYLAND
ADMINISTRATION BUILDING
100 WEST WASHINGTON STREET
HAGERSTOWN, MARYLAND 21740
___________
COUNTY COMMISSIONERS
Terry L. Baker, President
Jeffrey A. Cline, Vice President
LeRoy E. Myers, Jr., Commissioner
John F. Barr, Commissioner
Wayne K. Keefer, Commissioner
ADMINISTRATION
Robert J. Slocum, County Administrator
Vicki C. Lumm, County Clerk
John M. Martirano, County Attorney
Sara L. Greaves, C.P.A., Chief Financial Officer
COUNTY TREASURER
Todd L. Hershey
FINANCIAL ADVISOR
Public Advisory Consultants, Inc.
Owings Mills, Maryland
BOND COUNSEL
Funk & Bolton, P.A.
Baltimore, Maryland
INDEPENDENT AUDITOR
SB & Company, LLC
Hunt Valley, Maryland
BOND REGISTRAR AND PAYING AGENT
Manufacturers and Traders Trust Company
Baltimore, Maryland
and Buffalo, New York
TABLE OF CONTENTS
Page Page
I. THE BONDS IV. FINANCIAL INFORMATION
Introduction…………………………………………………… 1 Accounting System……………………………………... 29
Description of Bonds…………………………………………... 1 Fund Structure………………………………………….. 29
DTC and Book-Entry Only System…………………………… 2 Basis of Accounting, Measurement Focus, and Financial
Book-Entry Only System—Miscellaneous……………………. 3 Statement Presentation….……………………….….... 29
Authorization………………………………………………….. 4 Accounting Enterprise System….………………….….... 29
Application of Proceeds…………………….…….…………… 4 Capital Budget Preparation Software…………………... 30
Redemption…………….………………….…………….……. 4 Distinguished Budget Presentation Award……………... 30
Sources of Payment….………………………………………… 5 Budget Process and Schedule…………………….……. 30
Bondholders’ Remedies.………………………………………. 5 General Fund Revenues and Expenditures…..……..….. 32
Tax Matters……………………………………………..….…. 6 Anticipated Results for Fiscal Year 2017……………….. 34
Sources of Tax Revenue….……………………………. 34
General Fund Balance Sheet…………………………... 39
Key Financial Statistics………………………………... 40
II. GOVERNMENT AND ADMINISTRATION DEBT AND CAPITAL REQUIREMENTS
Location………………………………………………………. 8 V. Debt Management Policy………………………….…… 41
Form of Government…………………………..……………... 8 General Obligation and Revenue Bonds.……………..… 41
Legislative and Administrative Officials……………….….… 9 Water and Sewer Bonds…………………………….….. 42
Washington County Government Organizational Chart.….…. 11 Capital Lease Obligations and Other Contracts…….….. 44
County Employment…………………………………………. 11 Special Obligation Bonds………………………………. 44
Pension and Retirement System……………………………… 11 Bonded Indebtedness of Incorporated Municipalities….. 45
Other Post-Employment Benefits…………………………….. 12 Direct and Underlying Debt……………………….…… 45
Insurance……………………………………………………... 13 Debt Service Requirements on County Debt.……….….. 46
Certain Services and Responsibilities………………………… 13 Bond Issuance in Fiscal Year 2018……………………... 49
Anticipated Future Financing…………………………... 49
Capital Requirements…………………………………... 49
III. ECONOMIC AND DEMOGRAPHIC INFORMATION MISCELLANEOUS
Department of Business Development…………….………….. 20 VI. Litigation………………………………………….……. 50
Business Development…..………….………………………… 21 Ratings…………………………………………….…..... 50
Foreign Trade Zone……………….…………………………... 23 Continuing Disclosure Undertaking………………..…... 50
Utilities, Transportation, and Communication….………..…… 23 Sale at Competitive Bidding……………………….…... 50
Population….……………………..…..………….….………… 24 Legal Matters………………………………….……….. 51
Income …..……………..…………..………………….………. 25 Independent Auditors……………………………….….. 51
Area Labor Supply…..…………………………………..…….. 25 Financial Advisor………………………………….…… 51
Employment…………..……………………………………..… 26
Unemployment Rate…..……………………………..………… 26 Appendix A - General Purpose Financial
Construction Activity…..……………………………………... 27 Statements……………………….…….. A
Housing Starts……………………………………………….... 27 Appendix B - Proposed Form of Opinion of Bond
Agriculture……………………………………………………. 28 Counsel…………………………..…….. B
Appendix C - Notice of Sale …………………..……… C
Appendix D - Proposed Form of Continuing Disclosure
Agreement…………………..……….….. D
THE BONDS
Washington County, Maryland 1
I. The Bonds
Introduction
The purpose of this Official Statement, including the cover page and appendices, is to provide information for prospective
purchasers and others regarding County Commissioners of Washington County (the “County”) and its $14,485,000* Public
Improvement Bonds of 2018 (the “Bonds”).
All estimates and assumptions herein have been based upon information believed to be reliable and correct; however,
statements made involving estimates and assumptions, whether or not expressly so stated, are intended merely as such and not as
representations of facts. Figures herein relating to tax collections, assessed value of property and the financial position of the
County have been taken from official records of the County.
Except as otherwise expressly provided herin, the County has provided the material and information contained in this
Official Statement. The County has authorized the execution and distribution of this Official Statement.
Any questions concerning this Official Statement or the Bonds should be addressed to Sara L. Greaves, Chief Financial
Officer, Washington County Administration Building, 100 West Washington Street, Room 3100, Hagerstown, Maryland 21740;
telephone: (240) 313-2300; email: sgreaves@washco-md.net.
Description of Bonds
The Bonds will be dated the date of their delivery. The Bonds will be issued in the principal amounts and will mature
on the dates in the years and in the amounts set forth on the cover page hereof. The Bonds will be legally binding general
obligations of the County to the payment of which the full faith and credit and unlimited taxing power of the County are pledged.
(See “THE BONDS—Sources of Payment” herein.)
Interest on the Bonds, calculated on the basis of a 30-day month/360-day year factor, will be payable at the interest rates
specified on the cover page of this Official Statement on January 1, 2019, and semiannually thereafter on the first day of July and
January of each year until the date of maturity unless redeemed prior to that date. Interest payments will be made to the persons
who are registered owners of record as of the 15th day of the month next preceding each such interest payment date. Each Bond
shall bear interest from the most recent date to which interest has been paid or, if no interest has been paid, from its date of delivery.
The Bonds will be issued in fully-registered form without coupons, in denominations of $5,000 and integral multiples
thereof. The Bonds initially will be issued in book-entry form without any physical distribution of certificates made to the public.
The Depository Trust Company, New York, New York (“DTC”), will act as securities depository for the Bonds and the Bonds
will be registered in the name of DTC’s partnership nominee, Cede & Co. (See “THE BONDS—DTC and Book-Entry Only
System” herein).
So long as the Bonds are maintained in book-entry form, payments of principal of and interest on the Bonds will be made
as described below under “DTC and Book-Entry Only System.” At any other time the principal amount of the Bonds will be
payable at the designated corporate trust office of Manufacturers and Traders Trust Company or any successor bond registrar and
paying agent (the “Bond Registrar and Paying Agent”).
Interest on the Bonds will be payable by check of the Bond Registrar and Paying Agent mailed to the registered owners
thereof. The principal of and interest on the Bonds will be paid in lawful money of the United States of America in the manner
and at the places hereinabove described.
*Preliminary; subject to change
THE BONDS
Washington County, Maryland 2
So long as the Bonds are maintained in book-entry form, transfers of ownership interests will be made as described below
under “DTC and Book-Entry Only System.” At any other time, any Bond may be exchanged for a Bond or Bonds in authorized
denominations of $5,000 or integral multiples thereof in aggregate principal amount equal to the principal amount of the Bond
transferred or exchanged and maturing on the same date and bearing interest at the same rate. The transfer of any Bond may be
registered upon presentation and surrender of such Bond at the office of the Bond Registrar and Paying Agent, together with a
written instrument of transfer duly executed by the registered owner or his attorney or legal representative. The Bond Registrar and
Paying Agent may require the person requesting any such exchange or transfer to reimburse it for any tax, fee or other governmental
charge, shipping charges and insurance payable in connection therewith.
DTC and Book-Entry Only System
Initially, DTC will act as securities depository for the Bonds. The Bonds will be issued as fully-registered securities
registered in the name of Cede & Co. (as DTC’s partnership nominee) or such other name as may be requested by an authorized
representative of DTC. One fully-registered Bond certificate will be issued for each maturity of the Bonds and will be deposited
with DTC.
DTC, the world’s largest securities depository, is a limited-purpose trust company organized under the New York
Banking Law, a “banking organization” within the meaning of the New York Banking Law, a member of the Federal Reserve
System, a “clearing corporation” within the meaning of the New York Uniform Commercial Code, and a “clearing agency”
registered pursuant to the provisions of Section 17A of the Securities Exchange Act of 1934, as amended. DTC holds and provides
asset servicing for over 3.5 million issues of U.S. and non-U.S. equity issues, corporate and municipal debt issues, and money
market instruments (from over 100 countries) that DTC’s participants (“Direct Participants”) deposit with DTC. DTC also
facilitates the post-trade settlement among Direct Participants of sales and other securities transactions in deposited securities
through electronic computerized book-entry transfers and pledges between Direct Participants’ accounts. This eliminates the need
for physical movement of securities certificates. Direct Participants include both U.S. and non-U.S. securities brokers and dealers,
banks, trust companies, clearing corporations and certain other organizations. DTC is a wholly-owned subsidiary of The
Depository Trust & Clearing Corporation (“DTCC”). DTCC is the holding company for DTC, National Securities Clearing
Corporation and Fixed Income Clearing Corporation, all of which are registered clearing agencies. DTCC is owned by the users
of its regulated subsidiaries. Access to the DTC system is also available to others such as both U.S. and non-U.S. securities brokers
and dealers, banks, trust companies, and clearing corporations that clear through or maintain a custodial relationship with a Direct
Participant, either directly or indirectly (“Indirect Participants”). DTC has a Standard & Poor’s rating of AA+. The DTC Rules
applicable to its Participants are on file with the Securities and Exchange Commission. More information about DTC can be found
at www.dtcc.com.
Purchases of the Bonds under the DTC system must be made by or through Direct Participants, which will receive a
credit for the Bonds on DTC’s records. The ownership interest of each actual purchaser of each Bond (“Beneficial Owner”) is in
turn to be recorded on the Direct and Indirect Participants’ records. Beneficial Owners will not receive written confirmation from
DTC of their purchase. Beneficial Owners are, however, expected to receive written confirmations providing details of the
transaction, as well as periodic statements of their holdings, from the Direct or Indirect Participant through which the Beneficial
Owners entered into the transaction. Transfer s of ownership interests in the Bonds are to be accomplished by entries made on the
books of the Direct and Indirect Participants acting on behalf of Beneficial Owners. Beneficial Owners will not receive physical
certificates representing their ownership interests in the Bonds, except in the event that use of the book-entry only system is
discontinued.
To facilitate subsequent transfers, all Bonds deposited by Direct Participants with DTC are registered in the name of
DTC’s partnership nominee, Cede & Co., or such other name as may be requested by an authorized representative of DTC. The
deposit of Bonds with DTC and their registration in the name of Cede & Co. or such other DTC nominee do not effect any change
in beneficial ownership. DTC has no knowledge of the actual Beneficial Owners of the Bonds; DTC’s records reflect only the
identity of the Direct Participants to whose accounts such Bonds are credited, which may or may not be the Beneficial Owners.
The Direct and Indirect Participants remain responsible for keeping account of their holdings on behalf of their customers.
Conveyance of notices and other communications by DTC to Direct Participants, by Direct Participants to Indirect
Participants, and by Direct Participants and Indirect Participants to Beneficial Owners will be governed by arrangements among
them, subject to any statutory or regulatory requirements as may be in effect from time to time.
THE BONDS
Washington County, Maryland 3
Redemption notices shall be sent to DTC. If less than all of the Bonds within an issue are being redeemed, DTC’s practice
is to determine by lot the amount of the interest of each Direct Participant in such issue to be redeemed.
Neither DTC nor Cede & Co. (nor any other DTC nominee) will consent or vote with respect to Bonds unless authorized
by a Direct Participant in accordance with DTC’s Procedures. Under its usual procedures, DTC mails an Omnibus Proxy to the
County as soon as possible after the record date. The Omnibus Proxy assigns Cede & Co.’s consenting or voting rights to those
Direct Participants to whose accounts Bonds are credited on the record date (identified in a listing attached to the Omnibus Proxy).
Redemption proceeds, payments of the principal of, redemption premium, if any, and interest on the Bonds will be made
to Cede & Co., or such other nominee as may be requested by an authorized representative of DTC. DTC’s practice is to credit
Direct Participants’ accounts upon DTC’s receipt of funds and corresponding detail information from the County or the Bond
Registrar and Paying Agent on payable dates in accordance with their respective holdings shown on DTC’s records. Payments by
Participants to Beneficial Owners will be governed by standing instructions and customary practices, as is the case with securities
held for the accounts of customers in bearer form or registered in “street name”, and will be the responsibility of such Participants,
and not of DTC, the Bond Registrar and Paying Agent or the County, subject to any statutory and regulatory requirements as
may be in effect from time to time. Payment of principal, redemption premium, if any, and interest on the Bonds to Cede &
Co. (or such other nominee as may be requested by an authorized representative of DTC) is the responsibility of the County or
the Bond Registrar and Paying Agent; disbursement of such payments to Direct Participants will be the responsibility of DTC;
and disbursement of such payments to the Beneficial Owners will be the responsibility of the Direct and Indirect Participants.
DTC may discontinue providing its services as securities depository for the Bonds at any time by giving reasonable notice
to the County or the Bond Registrar and Paying Agent. Under such circumstances, in the event that a successor depository is not
obtained, Bonds are required to be printed and delivered.
The County may decide to discontinue use of the system of book-entry-only transfers for the Bonds through DTC (or a
successor securities depository). In that event Bond certificates will be printed and delivered.
The information in this section concerning DTC and DTC’s book-entry system has been obtained from sources the
County believes to be reliable, but the County takes no responsibility for the accuracy thereof.
Book-Entry Only System - Miscellaneous
THE COUNTY AND THE BOND REGISTRAR AND PAYING AGENT WILL NOT HAVE ANY
RESPONSIBILITY OR OBLIGATION TO ANY DIRECT PARTICIPANT, INDIRECT PARTICIPANT OR
BENEFICIAL OWNER OF THE BONDS WITH RESPECT TO: (1) THE BONDS; (2) THE ACCURACY OF ANY
RECORDS MAINTAINED BY DTC OR ANY DIRECT PARTICIPANT OR INDIRECT PARTICIPANT; (3) THE
PAYMENT OF ANY AMOUNT DUE TO ANY DIRECT PARTICIPANT, INDIRECT PARTICIPANT OR
BENEFICIAL OWNER IN RESPECT OF THE PRINCIPAL OF OR INTEREST ON THE BONDS; (4) THE
DELIVERY BY DTC OR ANY DIRECT PARTICIPANT OR INDIRECT PARTICIPANT OF ANY NOTICE TO ANY
BENEFICIAL OWNER WHICH IS REQUIRED OR PERMITTED UNDER THE TERMS OF THE BONDS TO BE
GIVEN TO BOND OWNERS; (5) THE SELECTION OF BENEFICIAL OWNERS TO RECEIVE PAYMENT IN THE
EVENT OF ANY PARTIAL REDEMPTION OF THE BONDS; OR (6) ANY CONSENT GIVEN OR OTHER ACTION
TAKEN BY DTC AS BONDHOLDER.
In the event the County determines to discontinue a book-entry only system of registration of the Bonds, payments of
interest, principal and redemption price and transfer and exchange of the Bonds will be made as described above under “THE
BONDS—Description of Bonds”.
THE BONDS
Washington County, Maryland 4
Authorization
The Bonds are issued pursuant to the authority of Chapter 60 of the Laws of Maryland of 2013 (“Chapter 60”) and Title
6 of the Code of Public Local Laws of Washington County, Maryland (2007), as amended (the “Water and Sewer Act”), as
applicable, and in accordance with Resolution No. RS-2018___ adopted by the Board of County Commissioners of Washington
County (the “Board”) on April 24, 2018 (the “Resolution”).
Chapter 60 and the Water and Sewer Act are collectively referred to in this Official Statement as the “Act”. Copies
of the Act and the Resolution are available at the office of the Chief Financial Officer of the County (the “CFO”).
Application of Proceeds
Proceeds of the Bonds, exclusive of any premium paid by the successful bidder therefor, will be applied to costs of the
following projects:
Amount*
Infrastructure Projects 8,862,000$
Public Safety Projects 2,628,000
Environmental Projects 2,485,000
Public Facilities 510,000
14,485,000$
Use*
*Preliminary; subject to change
Any premium received by the County will be applied to costs of issuance of the Bonds or additional costs of the projects, or a
combination thereof.
Redemption
Optional Redemption
The Bonds that mature on or before July 1, 2027 are not subject to redemption at the option of the County prior to their
maturities. The Bonds that mature on or after July 1, 2028 are subject to redemption at the option of the County as a whole or in
part at any time on or after July 1, 2027, in any order directed by the County, at a redemption price of the principal amount of the
Bonds (or portions thereof) to be redeemed, plus accrued interest thereon to the date fixed for redemption, without premium or
penalty.
[Mandatory Sinking Fund Redemption
The Bonds maturing on July 1, ____ are subject to mandatory sinking fund redemption at a redemption price equal to
100% of the principal amount to be redeemed, together with interest accrued to the date fixed for redemption, on the dates and in
the principal amounts set forth below:
The foregoing subsection will be completed with respect to each term bond of the Bonds, if any, designated by the successful
bidder for the Bonds in accordance with the official Notice of Sale. See Appendix C hereto.]
THE BONDS
Washington County, Maryland 5
Selection of Bonds for Redemption; Notice of Redemption
If fewer than all of the Bonds of any one maturity shall be called for redemption, the particular Bonds or portions of
Bonds to be redeemed shall be selected by the Bond Registrar and Paying Agent in such manner as in its discretion it shall
determine; provided that, so long as the Bonds are maintained in book-entry form, the selection of individual ownership interests
in the Bonds to be credited with such partial redemption shall be made by DTC in accordance with DTC’s then existing procedures.
If all or a portion of the Bonds outstanding are to be redeemed by redemption, the County shall give or cause to be given
a redemption notice by first class mail, postage prepaid, at least 30 days prior to the date fixed for redemption to the registered
owner of each Bond to be redeemed in whole or in part at the address of such registered owner appearing on the bond register
maintained by the Bond Registrar and Paying Agent, provided, however, that the failure to mail the redemption notice or any
defect in the notice so mailed shall not affect the validity of the redemption proceedings. The County may, but shall not be
obligated to, also publish such notice of redemption at least once not less than thirty (30) days prior to the date fixed for redemption
in a newspaper circulating in the City of Baltimore, Maryland, and also in a financial journal or daily newspaper of general
circulation in the City of New York, New York. The redemption notice shall state (i) whether the applicable Bonds are to be
redeemed in whole or in part and, if in part, the maturities, numbers and CUSIP numbers of the Bonds to be redeemed, (ii) in the
case of a partial redemption of any Bond, the portion of the principal amount which is to be redeemed, (iii) that the interest on the
Bonds (or portions thereof) to be redeemed shall cease on the date fixed for redemption, (iv) the date fixed for redemption and the
redemption price, (v) the address of the Bond Registrar and Paying Agent with a contact person and phone number, and (vi) that
the Bonds to be redeemed in whole or in part shall be presented for redemption and payment on the date fixed for redemption at
the designated corporate trust office of the Bond Registrar and Paying Agent. Any such notice may be conditioned upon receipt
by the Bond Registrar and Paying Agent of sufficient funds to effect such redemption.
From and after the date fixed for redemption, if funds sufficient for payment of the redemption price plus accrued interest
thereon to the date fixed for redemption are held by the Bond Registrar and Paying Agent on such date, the Bonds (or portions
thereof) so called for redemption shall become due and payable at the redemption price provided for redemption of such Bonds
on such date, interest on such Bonds (or portions thereof) shall cease to accrue and the registered owners of such Bonds shall have
no rights in respect thereof except to receive payment of the redemption price thereof plus accrued interest thereon to the date
fixed for redemption from the monies so held by the Bond Registrar and Paying Agent. Upon presentation and surrender for
redemption, the Bonds to be redeemed in whole or in part shall be paid by the Bond Registrar and Paying Agent at the redemption
price plus accrued interest thereon to the date fixed for redemption. If Bonds (or portions thereof) so called for redemption are not
paid upon presentation and surrender, the Bonds designated for redemption shall continue to bear interest at the rates stated therein
until paid.
Sources of Payment
The Act provides that the Bonds constitute an irrevocable pledge of the full faith and credit and unlimited taxing power
of the County to the payment of the maturing principal of and interest on the Bonds as and when they become payable. The Act
further provides, and the County has covenanted in the Resolution, that in each and every fiscal year that any of the Bonds are
outstanding, the County shall levy or cause to be levied ad valorem taxes upon all assessable property within the corporate limits
of Washington County in rate and amount sufficient to provide for or assure the payment, when due, of the principal of and interest
on all Bonds maturing in each such fiscal year and, if the proceeds from the taxes so levied in such fiscal year prove inadequate
for such payment, additional taxes shall be levied in the succeeding fiscal year to make up any deficiency.
Bondholders’ Remedies
It is the opinion of Funk & Bolton, P.A., Baltimore, Maryland, Bond Counsel, that the County may be sued in the event
that it fails to perform its obligations under the Bonds and the Resolution to the registered owners and that any judgments resulting
from such suits would be enforceable against the County. Nevertheless, a registered owner of a Bond who has obtained any such
judgment may be required to seek additional relief to compel the County to assess, levy and collect such taxes as may be necessary
to provide the funds from which such judgment may be paid. Although there is no Maryland law with respect to this issue, it is
the opinion of Bond Counsel that the appropriate courts of Maryland have jurisdiction to entertain proceedings and power to grant
additional relief, such as a mandatory injunction, if necessary, to enforce the levy and collection of such taxes and payment of the
proceeds thereof to the holders of general obligation bonds, pari passu, subject to the inherent constitutional limitations referred
to below.
THE BONDS
Washington County, Maryland 6
It is also the opinion of Bond Counsel that, while remedies would be available to the registered owners of the Bonds and
while the Bonds are entitled to constitutional protection against the impairment of the obligation of contracts, such constitutional
protection and the enforcement of such remedies would not be absolute.
Enforcement of a claim for payment of the principal of or interest on the Bonds could be made subject to the provisions
of federal bankruptcy laws or of any statutes that may hereafter be constitutionally enacted by the United States Congress or the
Maryland General Assembly extending the time for payment or imposing other constraints upon enforcement.
Tax Matters
State of Maryland and Local Income Tax
In the opinion of Funk & Bolton, P.A., Bond Counsel, under existing law, the Bonds, their transfer, the interest payable
thereon, and any income derived therefrom (including any profit made in the sale thereof) shall be at all times exempt from State
of Maryland, county, municipal, or other taxation of every kind and nature whatsoever within the State, but no opinion is expressed
as to Maryland estate or inheritance taxes or any other Maryland taxes not levied directly on the Bonds, their transfer, the interest
thereon or the income therefrom.
Interest on the Bonds may be subject to state or local income taxes in jurisdictions other than the State of Maryland under
applicable state or local tax laws. Prospective purchasers of the Bonds should consult their tax advisors regarding the taxable
status of the Bonds in a particular state or local jurisdiction other than the State of Maryland.
Federal Income Tax
In the opinion of Bond Counsel, interest on the Bonds will be excludable from gross income for federal income tax
purposes under existing statutes, regulations and decisions as enacted and construed on the date of initial delivery of the Bonds,
assuming the accuracy of certain certifications of the County and continuing compliance with the requirements of the Internal
Revenue Code of 1986, as amended (the “Code”). Interest on the Bonds is not a tax preference item directly subject to the
alternative minimum tax imposed on individuals or corporations pursuant to the Code; however, for tax years beginning prior to
January 1, 2018, interest on the Bonds held by certain corporations may be indirectly subject to federal alternative minimum tax
because of its inclusion in the adjusted current earnings of a corporate holder. Interest on the Bonds may be subject to the branch
profits tax imposed on foreign corporations engaged in a trade or business in the United States of America.
Bond Counsel’s opinion will be given in reliance (without independent investigation) on certifications, covenants and
agreements by representatives of the County as to certain facts material to both the opinion and the requirements of the Code. The
County will covenant and agree to comply with the provisions of the Code regarding, among other matters, the use, expenditure
and investment of the proceeds of the Bonds, the use of the projects financed from Bond proceeds and the timely payment to the
United States of America of any arbitrage rebate amounts with respect to the Bonds or payments in lieu thereof. Bond Counsel
assumes no responsibility for, and will not monitor, compliance with the covenants and agreements of the County. In the event of
noncompliance with such covenants and agreements, available enforcement remedies may be limited by applicable provisions of
law and, therefore, may not be adequate to prevent interest on the Bonds from becoming includable in gross income for federal
income tax purposes retroactively to the date of issue.
Ownership of the Bonds may result in other federal income tax consequences to certain taxpayers, including, without
limitation, financial institutions, property and casualty companies, certain recipients of social security or railroad retirement
benefits and certain S corporations. Prospective purchasers of the Bonds should consult with their own tax advisors as to an y
collateral federal income tax consequences.
Certain of the Bonds may be offered and sold at a discount (“original issue discount”) equal generally to the difference
between their public offering price and principal amount. For federal income tax purposes, original issue discount on a Bond
accrues periodically over the term of the Bond as interest with the same tax exemption and alternative minimum tax status as
regular interest. The accrual of original issue discount increases the purchaser’s tax basis in the Bond for determining taxable gain
or loss upon disposition (including sale, redemption or payment at maturity). Purchasers of Bonds at a discount should consult
their tax advisors regarding the determination and treatment of original issue discount for federal income tax purposes, and with
respect to any state or local tax consequences of owning such Bonds.
THE BONDS
Washington County, Maryland 7
Certain of the Bonds may be offered and sold at a purchase price over the stated redemption price of such Bonds at
maturity. This excess constitutes premium on such Bonds. For federal income tax purposes, original issue premium is amortizable
periodically over a Bond’s term through reductions in the owner’s tax basis for the Bond for determining taxable gain or loss upon
disposition (including sale, redemption or payment at maturity). An owner of a premium Bond cannot deduct amortized original
issue premium relating to that premium Bond. Purchasers of any Bonds at a premium, whether at the time of initial issuance or
subsequent thereto, should consult their tax advisors with respect to the determination and treatment of premium for federal income
tax purposes, and with respect to any state or local tax consequences of owning such Bonds.
The foregoing is only a general summary of certain provisions of the Code as enacted and in effect on the date hereof
and does not purport to be complete or to identify all aspects of federal income taxation that may be relevant to a particular
purchaser of the Bonds in light of his or its particular circumstances and income tax situation. Prospective purchasers of the
Bonds should consult their own tax advisors as to the effects, if any, of the Code in their particular circumstances. Bond
Counsel will express no opinion regarding other federal tax consequences arising with respect to the Bonds.
Effects of Future Enforcement, Regulatory or Legislative Actions
The Internal Revenue Service (the “Service”) has a program to audit state and local government obligations to determine
whether the interest thereon is includable in gross income for federal income tax purposes. If the Service audits the Bonds, under
current Service procedure, the Service will treat the County as the taxpayer and the owners of the Bonds will have only limited
rights, if any, to participate in the process. Any selection by the Service of the Bonds or of tax-exempt obligations similar to the
Bonds for audit could affect the marketability or market value of the Bonds.
The Service and the U.S. Department of the Treasury have ongoing programs to promulgate regulations to interpret and
apply the provisions of the Code. In addition, from time to time regulatory actions are announced or proposed and litigation is
threatened or commenced which, depending on its conclusion, could modify or impact federal or state tax treatment of tax-exempt
obligations such as the Bonds and could have an adverse effect on the marketability or market value of the Bonds.
From time to time, there are Presidential proposals, proposals of various federal committees, or legislative proposals
in the United States Congress or various state legislatures that, if enacted, could alter or amend the federal tax matters referred
to above, state treatment of the tax status of the Bonds or adversely affect the market value of the Bonds. Furthermore, such
proposals may affect the marketability or market value of the Bonds merely by virtue of being proposed. It cannot be predicted
whether or in what form any such proposal may be enacted or whether, if enacted, it would apply to tax-exempt obligations,
including the Bonds, issued prior to enactment. In addition, legislation enacted after issuance of the Bonds may directly or
indirectly cause interest on the Bonds to be subject to federal or state income taxation or reduce the benefit of the excludability
of interest on the Bonds under existing law. Each purchaser of the Bonds should consult with his or its own tax advisor
regarding any pending or proposed federal or state tax legislation. Bond Counsel will not express any opinion regarding
pending or proposed federal or state enforcement actions, regulations, litigation or legislative actions.
See Appendix B hereto for the proposed form of opinion of Bond Counsel to be delivered with respect to the Bonds
upon issuance.
GOVERNMENT AND ADMINISTRATION
Washington County, Maryland 8
II. Government and Administration
Location
Washington County is situated in northwestern Maryland, bordered by Pennsylvania to the north and West Virginia to the
south. It is bordered on the east by Frederick County, Maryland and on the west by Allegany County, Maryland. Washington
County is approximately 460 square miles in area. The County seat, Hagerstown, is 70 miles northwest of Washington, D.C. and
72 miles west of Baltimore, Maryland. Two major highways, Interstate 81 – running north and south, and Interstate 70 – running
east and west, cross within Washington County’s borders.
The major part of Washington County is fertile valley with rolling terrain. The lowland belt known as the Hagerstown
Valley lies between the Blue Ridge Mountains to the east and the Appalachian Highlands to the west.
Form of Government
The County is a body politic and corporate, which performs all local governmental functions in Washington County except
those performed by the nine incorporated municipalities within Washington County. The executive offices of the County are located
at 100 West Washington Street, Hagerstown, Maryland 21740. The County’s central telephone number is (240) 313-2210 and its
website is www.washco-md.net.
Under the Code of the Public Local Laws of Washington County (2007 Edition), as amended, being Article 22 of the Code
of Public Local Laws of Maryland (the “County Code”), both the executive and legislative functions of the County are vested in the
elected, five-member Board of County Commissioners of Washington County (the “Board”). The Board may only exercise such
powers as are conferred upon it by the General Assembly of Maryland, including authorization to issue debt to finance its capital
projects. County Commissioners are elected on a countywide basis and serve four-year terms.
Each member of the Board has one vote and a simple majority of the Board is sufficient to take action subject to the
authority vested in the Board by the County Code. Emergency action also requires a simple majority vote. The Board elects its
own officers. The General Assembly of Maryland must authorize powers not specifically authorized by the County Code.
As authorized by the County Code, the Board appoints a County Administrator. The County Administrator is selected on
the basis of his or her executive and administrative abilities, including his or her knowledge and experience in public administration.
The County Administrator is charged with the supervision of the departments and agencies of the County and oversight of day-to-
day operations in conformity with all laws applying to the County.
County financial matters are administered in part through the office of the Treasurer of Washington County. The County
Code establishes the elective office of County Treasurer. The County Treasurer is constituted the collector of County and State
taxes, charges and assessments and is charged with the enforcement of collection of taxes in the manner provided by law.
As authorized by the County Code, the Board appoints the CFO. The CFO is charged with assisting the Board in the
preparation and administration of the County budgets and other accounting and fiscal matters as the Board deems necessary. In
addition, the CFO is responsible for the study of the organization, methods and procedures of each office, department, board,
commission, institution, and agency of County government. The CFO reports to the County Administrator.
GOVERNMENT AND ADMINISTRATION
Washington County, Maryland 9
Legislative and Administrative Officials
Board of County Commissioners
TERRY L. BAKER, a third-term County Commissioner, was first elected in 2006, and serves as President of the
Board of County Commissioners. He is a 1973 graduate of Williamsport High School, a 1975 graduate of Hagerstown
Community College and a 1978 graduate of Auburn University, with a Bachelor’s degree in Education. Mr. Baker retired in
2015 from the position of Washington County Students Trades Coordinator for the Washington County Technical High School
after being an educator for 34 years. Prior to being elected a County Commissioner he served from 2002 to 2004 as a member
of the Council for the municipality of Clear Spring, Maryland, and as Assistant Mayor for such municipality from 2004 to
2006.
JOHN F. BARR, a third-term County Commissioner, was first elected in 2006. He was raised in Boonsboro, Maryland
and is a Master Electrician in five states. In high school, Mr. Barr worked for his father as a field electrician at M/L Electric, Inc.,
founded in 1927. In 1979 he formed the management team overseeing the service department. In 1984 Mr. Barr bought the
company from his father and changed the name to Ellsworth Electric, Inc. He has built the company from 75 to 150 employees.
Mr. Barr is active in various service organizations and community projects. He served a one-year term as President of the Maryland
Association of Counties in 2016 and currently serves as Past President.
JEFFREY A. “JEFF” CLINE, a second-term County Commissioner, serves as Vice President of the Board of County
Commissioners and is a Williamsport, Maryland, resident. He is a graduate of Williamsport High School and Hagerstown
Community College. Mr. Cline has experience as a realtor since 2003. He graduated from the Maryland Association of
Realtors’ 2008 Leadership Academy and received the Graduate of Realtor Institute (GRI) designation. Mr. Cline served on
the Williamsport Town Council from 2005 to 2009. He is also a graduate of Leadership Washington County Class 26.
LEROY E. MYERS, JR., a first-term County Commissioner, was born in Washington County and has lived in the
Clear Spring, Maryland, area his entire life. He is a three term Maryland State Delegate serving District IC from 2003-2014.
He graduated from Clear Spring High School and attended Hagerstown Community College for two years. Mr. Myers is the
owner and president of Myers Building Systems, Inc., a general contracting firm.
WAYNE K. KEEFER, a first-term County Commissioner, was appointed to fill a vacancy on the Board of County
Commissioners on March 25, 2016 by Maryland Governor Lawrence J. Hogan, Jr. and assumed office on April 5, 2016. He is
a lifelong resident of Hancock and a 2004 graduate of Hancock Middle-Senior High School. Mr. Keefer holds an A.S. degree
in Management from Hagerstown Community College and a B.S. degree in Business Administration and an M.B.A. from
Frostburg State University. He has over a decade of experience as a commercial banker and is currently a small business owner
and an adjunct instructor with Frostburg State University and the University System of Maryland at Hagerstown.
County Treasurer
TODD L. HERSHEY, County Treasurer, was first elected to his position in November 1986. He holds a Bachelor of
Science degree, majoring in Sociology, from Guilford College and a Master of Science degree in Management and Administration
from Hood College. He was formerly a commercial banker.
GOVERNMENT AND ADMINISTRATION
Washington County, Maryland 10
Administrative Officials
ROBERT J. SLOCUM, County Administrator, holds a Bachelor of Science degree in Civil Engineering from the
University of Arizona and is a licensed professional engineer in the State of Maryland. He was appointed as County Administrator
effective March 28, 2017 after serving Washington County for 15 years in various capacities. His first position with the County
was Deputy Chief Engineer, where he was primarily responsible for capital improvement projects. In 2008, Mr. Slocum was
promoted to Deputy Director of Public Works and in 2013 he was promoted to Director of the Division of Engineering and
Construction where he was responsible for the Engineering, Construction Management and Inspections, and Plan Review and
Permitting Departments. He remains a member of the County Engineers Association of Maryland, the American Society of Civil
Engineers, the Institute of Transportation Engineers, the Maryland Traffic Engineers Council, and the National Society of
Professional Engineers. Mr. Slocum participated in the Leadership Washington County and received a Certificate in Management
from Hagerstown Community College. He currently serves on the Boards of the Maryland Threatre, the United Way and the
Economic Development Commission.
JAMES B. HOVIS, Chief Operations Officer, has held different positions with Washington County starting in 2004,
when he took the position of Gaming Inspector following his retirement from the Maryland State Police. He was soon promoted
to Director of Gaming. In 2012 he became Director of Grant Management when the Grants and Gaming department merged.
Mr. Hovis moved into his current position in December 2017.
SARA L. GREAVES, C.P.A., Chief Financial Officer, holds a B.S. degree in Accounting from the University of Maryland
University College. She earned a Master of Business Administration degree from Frostburg State University. Mrs. Greaves was
hired by Washington County in 2012 as an accountant and was promoted to Deputy Director in 2014. She is a member of the
American Institute of Certified Public Accountants, the Maryland Association of Certified Public Accountants, and the Maryland
Government Finance Officers Association. She currently serves on the board of Together with Families, Inc., a local non-profit
organization.
KIMBERLY K. EDLUND, C.P.A., Director of Budget and Finance, is a summa cum laude graduate from Shepherd
University with a B.S. degree in Accounting. She earned a Master of Business Administration degree from Frostburg State
University. Mrs. Edlund was hired by Washington County in 1995 as the Assistant Director of Budget and Finance and was
promoted to Director in 2014. Prior to her employment with Washington County she was a Senior Accountant with a regional
public accounting firm. She is a member of the American Institute of Certified Public Accountants, the Maryland Association of
Certified Public Accountants, and the Maryland Government Finance Officers Association.
JOHN M. MARTIRANO, County Attorney, holds a B.A. degree, cum laude, from West Virginia University and a J.D.
degree from the University of Pittsburgh School of Law. He was admitted to the Maryland Bar in 1990 and to the West Virginia
Bar in 1994. He was in private practice with Miles & Stockbridge from 1990 to 1993 and with Steptoe & Johnson from 1993 to
1996. He was a Senior Surety Claim Attorney with The St. Paul Companies, Inc. (formerly USF&G) from 1996 to 1999. Mr.
Martirano was appointed Assistant County Attorney for Washington County in 1999 and Deputy County Attorney in 2004. He was
appointed County Attorney in 2005. He is a 2010 graduate of Leadership Maryland and a 2006 graduate of Leadership Hagerstown
(now known as Leadership Washington County). Mr. Martirano is active in numerous community organizations, including serving
on the board of directors of Hospice of Washington County. He is also a member of the American, Maryland and Washington
County Bar Associations.
GOVERNMENT AND ADMINISTRATION
Washington County, Maryland 11
Washington County Government Organizational Chart
County Employment
As of June 30, 2017 the County employed 780 full-time employees and 495 part-time employees, including seasonal
positions. The County has a compensation and classification plan, which is complemented by a performance evaluation system.
There are 150 employees of the County’s Division of Public Works, Division of Emergency Services, and Division of
Environmental Management represented by a collective bargaining agreement that expires on June 30, 2018. The County has not
experienced a work stoppage due to labor relation disputes and considers its relationships with employees to be good.
Pension and Retirement System
Employees of the County government are provided retirement benefits through a pension plan (the “Plan”). Participation
in the Plan is mandatory and there were 1,138 participants as of June 30, 2017. All full-time County employees are eligible to
participate in the Plan. The Plan also provides death and disability benefits. The employees and the County fund the guaranteed
allowance. Approximately 33% of the non-uniformed participants contribute to the Plan at the rate of 5.5% of their annual salary
and the remaining non-uniformed and uniformed employees contribute 6% of their annual salary.
The County’s contribution is comprised of three parts: (i) contribution to cover current service costs, (ii) annual accrued
liability contribution to liquidate the County’s unfunded accrued liability as of July 1, 2015 by June 30, 2031 and (iii) annual
additional accrued liability contribution to liquidate the County’s additional accrued liability due to actuarial gains and losses, benefit
changes and assumption changes after July 1, 2015. Contributions for items (i), (ii) and (iii) above are based on an assumed
investment rate of 7.50% compounded annually. Contributions for items (i), (ii) and (iii) are currently funded at 27.22% of total
salary expense. Salaries are assumed to increase at an annual rate of 3.0%. Contributions from participants and from the County
are pooled to provide the guaranteed allowance for each member.
GOVERNMENT AND ADMINISTRATION
Washington County, Maryland 12
The following table presents the pension and retirement contributions and unfunded liabilities of the County and certain
County agencies for completed fiscal years 2014 through 2017 and for fiscal year 2018. For fiscal year 2018, which began July 1,
2017, the County has already paid the $10,509,527 amount reflected in the “Total” column in the table below, which payment is the
aggregate of the amounts reflected in the columns “Current Service Costs” and “Recommended Payment for Unfunded Accrued
Liability” .
As of
July 1
Current
Service Costs
Recommended
Payment for Unfunded
Accrued Liability Total
Unfunded
Accrued Liability
2017 $2,309,989 $8,199,538 $10,509,527 $83,002,235
2016 1,454,253 5,555,195 7,009,448 55,888,694
2015 1,411,897 5,209,259 6,621,156 53,172,860
2014 1,727,349 4,417,936 6,145,285 47,088,710
2013 3,779,971 2,662,116 6,442,087 27,333,395
Source: Bolton Partners, Inc.
As a result of the implementation of GASB Statement 68–Accounting and Financial Reporting for Pensions, the County
modified its accounting for the Plan, while continuing to use the same actuarial cost method for determining contributions to the
Plan. For fiscal years prior to fiscal year 2015, costs and funding contributions were based on the Projected Unit Credit actuarial
cost methods. For fiscal year 2015 and later, the funding contributions remain based on the Projected Unit Credit funding method
while the GASB liabilities reflected in the financial statements are based on the Entry Age Normal cost method, as required by
GASB 67 and 68. The new method produces higher liabilities but lower normal costs than the previous method. However, both
methods produce actuarially sound contribution (funding) or liabilities (GASB), and annual contributions are intended to fully fund
the Plan’s July 1, 2015 unfunded liability by 2031. Additional liabilities incurred after July 1, 2015 are intended to be fully funded
15 years after initially recognized.
Please refer to Notes 1 and 11 to the financial statements for fiscal year 2017 set forth in Appendix A to this Official
Statement and to the Required Supplementary Information included with the financial statements of the County for fiscal year 2017
set forth in Appendix A to this Official Statement for additional information regarding the County’s pension obligations.
Other Post–Employment Benefits
The County implemented the provisions of Governmental Accounting Standards Board (GASB) Statement 43, Financial
Reporting for Post-Employment Benefit Plans Other Than Pension Plans (“OPEB”) and GASB 45, Accounting and Financial
Reporting by Employers for Post-Employment Benefits Other Than Pensions in fiscal year 2008.
The County’s OPEB plan is a single employer defined benefit healthcare plan. The County established a trust for
administering the plan assets and paying healthcare costs and death benefits on behalf of the participants.
There is no vesting in the post-employment health benefits and they are subject to change at any time. All employees
who retire from the County may participate in the program. In order to be eligible, the retiree must have (i) a minimum of five
years of County service, and (ii) immediately preceding retirement, been enrolled in a medical, vision, or prescription drug
insurance plan offered to active employees in the County. The retirees pay 50% of the health insurance premium. Retirees
participating in the County’s health plan are also covered by a death benefit equal to their final annual salary, not to exceed
$100,000. These benefits cease when the retiree attains age 65 or becomes Medicare eligible. As of June 30, 2017, 41 retirees
were receiving OPEB benefits and 27 employees were retirement-eligible.
The County intends to fund any annual short-fall between the OPEB annual required contribution and actual pay-go
expense into a legally executed trust fund. The trust fund is invested as a long-term pension trust, using an appropriately balanced
portfolio of equities and debt instruments, to prudently maximize long-term investment returns.
GOVERNMENT AND ADMINISTRATION
Washington County, Maryland 13
Components of Net OPEB Obligation
Please refer to Note 16 to the financial statements for fiscal year 2017 set forth in Appendix A to this Official Statement
and the Required Supplementary Information included with the financial statements of the County for fiscal year 2017 set forth in
Appendix A to this Official Statement for additional information regarding the County’s OPEB obligations.
Insurance
The County maintains commercial insurance for general liability, automobile, excess workers’ compensation, law
enforcement, public officials’ liability, and catastrophic coverage. The County is required to provide unemployment insurance
coverage for County employees.
Certain Services and Responsibilities
Education
The Board of Education of Washington County (the “Board of Education”) implements all educational policies and
programs for public schools in Washington County under the administration of the State Board of Education. The Board of
Education, composed of seven members elected for four-year terms, oversees 22,595 students (including 676 in pre-kindergarten),
in 46 elementary and secondary schools, which include middle and combined schools. The staff to student ratio in 2016-17 averaged
better than one staff member for every 22.25 pupils; the average unrestricted pupil expenditure was $11,991 for the 2016-17 school
year.
The largest General Fund appropriation by the County in its adopted budget for fiscal year 2018 is $97,053,410 for
the Board of Education, which represents 43.78% of the General Fund budget. This appropriation is for operating expenditures.
In addition, the County appropriated $2,385,000 in its capital budget for fiscal year 2018 for Board of Education projects.
Washington County’s high school graduation rate for the 2016-2017 school year as compared to other selected peer
group counties and the State of Maryland is as follows:
Washington Frederick Cecil Carroll Charles St. Mary’s State of
County County County County County County Maryland
92.21%92.48%90.54%95.00%94.74%93.93%87.67%
GOVERNMENT AND ADMINISTRATION
Washington County, Maryland 14
Training/Higher Education
Within a 70-mile radius of the County seat, the City of Hagerstown, there are more than 30 institutions of higher learning.
There are numerous opportunities in Washington County for residents to obtain education and training beyond the high school level.
The following describes certain programs and schools within Washington County.
Training
Western Maryland Consortium provides a wide range of workforce development services for jobseekers and employers.
Employer services include referral of applicants, customized training, financial aid for on-the-job training, recruitment, and
screening assistance. Services are generally provided at no cost to employers.
Washington County Technical High School is a two-year public high school that is under the administration of the
Washington County Public Schools. It offers 23 academic courses and 17 career and technology programs. These programs prepare
students for professional/technical careers based on current industry skill standards. Enrollment is open to qualified 11th and 12th
grade students, and tuition paying adults.
Barr Construction Institute, an education division of Associated Builders and Contractors, Inc., offers management
education and professional industrial, commercial, and apprenticeship trade training. Construction and maintenance training is
recognized by the U.S. Department of Labor, Bureau of Apprenticeship & Training, and is accredited by the National Center for
Construction Education and Research (an affiliate of the University of Florida).
Pittsburgh Institute of Aeronautics (“PIA”) established the Federal Aviation Administration (FAA) - approved Aviation
Maintenance Technician (AMT) education program at the Hagerstown Regional Airport. With the skills PIA graduates acquire
from the program, they are equipped to work in many industries including aviation, mechanical systems, hydro-mechanical systems
and the green technology field.
Higher Education
Hagerstown Community College (“HCC”), founded in 1946, offers more than 100 programs of study for university
transfer or for immediate career preparation, as well as continuing education courses, workforce development, and adult basic
education. Associate degrees, certificates and letters of recognition are awarded, including degrees and certificates in biotechnology,
alternative energy technology and cyber security. HCC’s business incubator, the Technical Innovation Center (“TIC”), is the largest,
most comprehensive technology-based business incubator in Western Maryland. It provides space and other services and amenities
to entrepreneurs, start-ups, and existing companies. TIC’s facilities consist of office space, conference rooms and 4,000 square feet
of biotech research labs. The college has a five-story, 65,000 square foot Science, Technology, Engineering and Math (STEM)
Building, the recently renovated Kepler Theater and a Performing and Visual Arts Education Center.
The County appropriated $9,743,000 in its fiscal year 2018 operating budget for HCC. HCC receives the balance of
its funding from student tuition, State grants, and other miscellaneous sources. In addition, the County appropriated $439,000
in its capital budget for fiscal year 2018 for HCC projects.
Purdue University Global (formerly Kaplan University-Hagerstown), a private institution since 1938, offers one doctoral
degree, 25 master degree programs, 25 bachelor degrees, eight associate degrees and 31 certificate programs in the areas of business,
allied health, criminal justice, paralegal studies, graphic design, human services and information technology. Online and traditional,
on-campus courses are available.
University System of Maryland at Hagerstown (“USMH”) opened in January 2005 and is located in Hagerstown’s
historic City Center. USMH is part of a regional system offering 13 undergraduate and 30 graduate degree programs from six
respected universities within the Maryland system: Frostburg State University, University of Maryland University College,
University of Maryland College Park, Towson University, Coppin State University and Salisbury University. Students can complete
a bachelor’s degree or earn a master’s degree. USMH also offers access to on-site academic advising, computer labs, and a full-
service library.
GOVERNMENT AND ADMINISTRATION
Washington County, Maryland 15
Planning and Zoning
The Washington County Planning Commission was created in 1957. The Planning Commission consists of seven
members appointed by the Board and is supported by the County’s Planning and Zoning Department with a staff of 10. The
Planning Commission has authority to approve subdivision and site development plans. The plans are required by the
Subdivision and Zoning ordinances and managed by the County’s Division of Engineering and Construction. Another of the
primary responsibilities of the Planning Commission is the Comprehensive Plan for the County. The Planning Commission
first recommended the adoption of a Comprehensive Plan for Washington County in 1971. Major updates to the
Comprehensive Plan were completed in 1981 and in 2002. Another update of the Comprehensive Plan is now in progress, with
adoption expected in 2018.
From the original adoption in 1973 and through amendments in 2002, 2005 and 2012, the Zoning Ordinance provides
seven classifications for industrial development: (i) “Industrial General” which encompasses heavy manufacturing plants
requiring extensive transportation, water and sewerage facilities; (ii) “Industrial Restricted” which encompasses light
manufacturing such as processing or assembly of previously processed materials; (iii) “Planned Industrial” which encompasses
the planned development of industrial park locations; (iv) “Airport” which permits industrial uses that have a need to be located
near the airport or provide airport related services and include height limitations located around the Hagerstown Regional
Airport; (v) “Highway Interchange District” which allows light industrial uses in the vicinity of interstate interchanges to take
advantage of transportation needs and opportunities; (vi) “Office, Research and Technology” which is geared toward th e
development of corporate offices, research facilities, and high-tech communication land uses; and (vii) “Office, Research and
Industry” which allows a mix of technology and selected industries with increased performance standards. The zoning
regulations as well as the 2015 Maryland Building Performance Standards, the 2015 International Existing Building Code,
trade codes and local amendments administered by the Division of Construction Management and the Division of Plan Review
& Permitting govern the development of these areas.
The Planning and Zoning Department continues to update and revise the Subdivision Ordinance, the Zoning Ordinance
and other ordinances and functional plans that relate to land development in Washington County. In July 2012 the County
adopted major revisions to the zoning text and map for the Urban and Town Growth areas to implement the recommendations
of the Comprehensive Plan. Similar map and text amendments affecting areas around the designated Town Growth Areas of
Boonsboro, Smithsburg, Hancock and Clear Spring were adopted in 2017. Those revisions are designed to create a more
desirable and efficient urban living environment. The amendments include improvements to the design guidelines in the
industrial districts mentioned above. A new educational zone, called Education, Research and Technology is designed
specifically to allow Hagerstown Community College to partner with emerging high-tech industries and expand its role as
business partner in the community. In an effort to coordinate development and infrastructure needs, staff is continuing to
review the Adequate Public Facilities and Excise Tax Ordinances for possible improvement. The County has also devised an
analysis and mitigation protocol to manage the effects of increases in public school enrollments that result from new residential
development.
The Water and Sewerage Plan, the Solid Waste Plan and the Land Preservation, Parks and Recreation Plan are other
plans prepared and administered by the Planning and Zoning Department to assist in the development of the County in an
orderly fashion. The State of Maryland requires the County to update each of these plans, as well as the Comprehensive Plan,
at regular intervals.
Land use control and planning within the County’s nine incorporated municipalities is under the jurisdiction of the
municipalities. Each of the municipalities has adopted its own zoning and land development regulations.
GOVERNMENT AND ADMINISTRATION
Washington County, Maryland 16
Hospital and Medical Care
Meritus Health
Meritus Health, located in Hagerstown, Maryland, is the largest health care provider in Western Maryland. As a
community-focused, not-for-profit system, Meritus Health’s programs span the continuum of health care, ranging from inpatient
care to occupational health services to physician practices and outpatient care.
Meritus Medical Center, which opened in 2010, is a state-of-the-art, Joint Commission-accredited hospital with 247
licensed beds in single-patient rooms. Services offered include a special care nursery, a level III trauma program, a primary stroke
center and a wound center, as well as a cardiac diagnostic laboratory. Hospital services that address outpatient needs include the
John R. Marsh Cancer Center, Meritus Total Rehab Care, Meritus Diabetes Education, Meritus Home Health, Meritus Medical
Laboratory and Equipped for Life.
Meritus Medical Group, with close to 100 physicians and advanced practice professionals, is a medical neighborhood of
primary and specialty care practices offering comprehensive, coordinated health care services to all ages.
Washington County Health Department
The Washington County Health Department, which provides various health services to the citizens of Washington County,
is budgeted to receive a total of $2,339,270 in fiscal year 2018 from the County. Along with the main headquarters, it has staff and
programs based at seven other sites. The Health Department employs a total of 201 full-time and part-time personnel in five
divisions.
The Environmental Health Division of the Health Department engages in food inspection, well and septic services,
community services, transient and non-transient water analysis, rabies control, complaint and outbreak investigations, and
emergency response. The Nursing Division is responsible for maternal and child health programs, communicable disease
surveillance and control, tuberculosis control, refugee and migrant health services, reproductive health services, STD screening and
treatment, HIV and AIDS services, immunizations, Maryland Children’s Health Insurance Program, cancer screening, vision
screening, adult evaluation and review services, and WIC services. The Health Planning and Strategic Initiatives Division is
responsible for relaying of public information, community relations, emergency preparedness, as well as developing and maintaining
agency partnerships and providing chronic disease prevention and control initiatives. The Division of Behavioral Health Services
provides a comprehensive system of care, including prevention, intervention, referral and treatment services for substance use and
mental health disorders in a variety of settings. The Administration Division, which includes Personnel, Information Technology,
and Health Officer Staff, provides management support for all programs within the agency.
Other Medical Facilities
The George W. Comstock Center for Public Health Research and Prevention is a facility of the Johns Hopkins
Bloomberg School of Public Health and was established in 1962 as a joint enterprise of the Maryland Department of Health
and Mental Hygiene, Washington County Health Department and The Johns Hopkins University. The center has expertise and
capacity in the conduct of large community health surveys, as well as a close working relationship with the County Health
Department. Funding, sponsored through research grants by the National Institutes of Health as well as private foundations,
supports 20 to 30 staff members in the Comstock Center. Research includes heart disease surveillance and epidemiology of
cancer, heart disease, lung disease, diabetes, sleep and other conditions. Prevention research results are disseminated nationally
and internationally primarily through numerous journal publications.
There are eight privately owned licensed skilled nursing facilities with a total of 869 beds and one State-owned licensed
skilled nursing facility with 63 beds in Washington County. All of these facilities are dually certified by Medicare and Medicaid.
In addition there are 18 privately owned assisted living facilities with a total of 735 beds. Other medical facilities include the
Western Maryland Center, a 123 bed State-owned, chronic care facility, and the Brook Lane Psychiatric Center, a privately-owned
psychiatric facility. None of these facilities receives funds from the County.
GOVERNMENT AND ADMINISTRATION
Washington County, Maryland 17
Safety
Law Enforcement
The Washington County Sheriff’s Office, the Maryland State Police, and municipal police agencies provide police
protection in Washington County. The Sheriff’s Office has 101 sworn personnel and 97 radio-dispatched vehicles. The Sheriff’s
Office is responsible for the operation of the Detention Center, which has a capacity of 450 inmates. In October 2016, a Day
Reporting Center opened that provides treatment services to non-violent offenders with drug and/or alcohol addictions. The State
Police has 35 troopers assigned to the local barrack, which is located just south of Hagerstown. The Hagerstown Police Department
has a full-time force of 96 officers. The Hancock Police Department employs five full-time officers. In addition, the Smithsburg
Police Department employs four officers and the Boonsboro Police Department employs five police officers.
Emergency Services
The County’s Division of Emergency Services (“DES”) oversees Emergency Communication/911, Emergency
Management, Fire Department Special Operations, Fire Department Support Services, and the Emergency Medical Services
Operations Program. DES is led by a full-time career Director and five full-time department heads who oversee the daily
operational components of Emergency Services in Washington County. The division has 94 full-time and part-time personnel
working directly within the division and approximately 40 volunteers who provide dedicated service to the citizens of
Washington County.
Emergency Communications
The Emergency Communications Center is overseen by an assistant director with two full-time executive support staff.
The Emergency Communications Center processes all of the 911 and non-emergency calls for the City of Hagerstown, the County,
and all of the municipalities through one central dispatch location. The call center and new digital radio system enables first
responders to communicate in a safe, seamless and compatible way, enhancing their ability to respond to emergencies and save
lives. The call center also integrates Hagerstown’s and Washington County’s non-emergency responders, allowing them to serve
the community quickly and efficiently.
Emergency Management
Emergency management activities are overseen by an assistant director with support from a full-time emergency
planner. Emergency Management includes mitigation, planning, response and recovery from natural and technical disasters.
Washington County has a Local Emergency Planning Committee, overseen by Emergency Management that coordinates
disaster planning, conducts drills to exercise the County Emergency Operations Plan, and oversees a community outreach
program consisting of home chemical safety training, citizen preparedness, and pertinent educational programs.
Fire Department Special Operations
The department’s activities are overseen by an assistant director. The County has a vision to become the regional leader
in providing and coordinating efficient public services. In response to that vision the Special Operations Team has both volunteer
and career personnel who complete extensive training in various technical and/or specialized areas including hazardous materials,
trench rescue, rope rescue, water rescue, structural collapse and confined space rescue.
Emergency Medical Services
The Emergency Medical Services (“EMS”) section provides leadership, direction, support and coordination to the
County’s EMS system in order to continuously improve the efficiency and quality of medical services being provided to those
who reside and travel within the County. EMS is overseen by an assistant director and includes eight full-time advanced life
support (“ALS”) technicians and five part-time ALS technicians. This team deploys two highly specialized ALS chase units
which support the eight independent EMS companies in the delivery of the highest quality pre-hospital care. Additionally,
three ALS support vehicles and a reserve ambulance are available for supplemental staffing to the independent companies and
are available to provide additional resources for high risk events and large public gatherings.
GOVERNMENT AND ADMINISTRATION
Washington County, Maryland 18
Fire and Rescue
Fire and rescue protection is coordinated through DES by an assistant director. Working collaboratively with the
Washington County Volunteer Fire and Rescue Association (the “WCVFRA”), DES coordinates the services provided by 14
volunteer fire companies and eight volunteer ambulance companies throughout Washington County. All volunteer companies
belong to the WCVFRA. The association has approximately 700 volunteers who provide a combination of firefighting, rescue,
emergency medical and administrative services to the community. Several volunteer companies have hired career personnel to
supplement the volunteer staff during times of low volunteer availability.
Fire protection within the City of Hagerstown is provided by a combination career and volunteer fire department. The
department includes six stations with five engines and two ladder trucks. The department is led by a career Fire Chief, a Fire
Marshall, two Assistant Fire Marshalls, and six Shift Commanders. The department has 84 full-time career firefighters and 43
trained volunteer firefighters.
Environmental Management
The Division of Environmental Management (“DEM”), which includes the Department of Water Quality, the
Environmental Engineering Department, the Solid Waste Department, the Stormwater Management Department and the
Watershed Department, was created in fiscal year 2007. The State and federal environmental initiatives as they pertain to
water, wastewater, stormwater, solid waste and nutrients are all jointly related. DEM is responsible for integrating the
regulations and applying them to the operations of these departments.
Solid Waste
The Washington County Solid Waste Department is responsible for a solid waste disposal system that protects the
environment and public health. Currently the County disposes of solid waste at the 40 West Landfill, which opened in 2000. At
current disposal rates, this site could meet the County’s estimated disposal needs until 2120. In 2013, the County entered into an
agreement with a private firm to begin construction of a new solid waste facility to handle this material in a more environmentally
friendly manner. This new facility will sort the solid waste materials collected into recyclables, materials that can be processed into
a refuse derived fuel (RDF) pellet and materials which need to be land-filled. The processing of suitable materials to RDF pellets
will be the first phase of operation with this product being sold as a fuel source to industries. In phase two of the new facility, the
RDF pellets will be further processed to generate a synthetic diesel product which can be sold on the open market. Once this facility
is in operation, it is anticipated that less than 10% of the solid waste materials received by the County will need to be land-filled.
The Department operates five solid waste convenience centers that are strategically located throughout Washington County.
Supporting and strengthening individual and community self-reliance and responsibility in the areas of waste reduction, recycling,
and proper disposal of solid waste is the mission of the Solid Waste Department.
Water Supply and Wastewater Facilities
The County has a master water and wastewater plan, which assigns service priority designations for all areas within
Washington County. These designations range from “No Planned Service” to “Existing and Under Construction”. The plan serves
as a guide for the orderly development and expansion of water and wastewater facilities, both within Washington County and in
those incorporated municipalities owning and operating their own systems, requiring the County or incorporated municipality to
obtain a proper service designation before constructing or expanding water or wastewater services.
The County is authorized to provide public water and wastewater service to areas outside the incorporated municipalities
and may provide service within a municipal corporation located in Washington County with the consent of the municipality. The
County currently provides water and/or wastewater services to nearly all of the immediate densely populated area surrounding the
City of Hagerstown (except the Dual Highway corridor), the areas of Highfield, Elk Ridge, Sandy Hook, and the towns of
Sharpsburg and Smithsburg. The incorporated municipalities of Hagerstown, Boonsboro, Clear Spring, Funkstown, Hancock,
Keedysville, Smithsburg and Williamsport all own their water/wastewater facilities, or portions thereof. In addition to providing
the wastewater service described above, the County operates the water and wastewater systems for the Town of Clear Spring, and
provides operational assistance to the Town of Williamsport.
Five treatment plants serve the County water system with an aggregate capacity of 419,000 gallons per day, with
individual plant capacities from 4,000 to 230,000 gallons per day. The County wastewater system is served by five treatment
plants with an aggregate capacity of 5,393,000 gallons per day, with individual plant capacities from 21,000 to 4.1 million
gallons per day. The County is in the process of upgrading its wastewater facilities to comply with the State’s enhanced nutrient
GOVERNMENT AND ADMINISTRATION
Washington County, Maryland 19
removal (“ENR”) strategy. The Winebrenner Treatment Plant ENR upgrade began construction in fiscal year 2015 and was
completed in the fall of 2016. The Conococheague Wastewater Treatment Plant ENR upgrade began construction in the fall of
2016 and is scheduled to be complete in 2018.
Usage of water and wastewater systems is measured in Number of Services and Number of Equivalent Dwelling Units
(“EDUs”). Number of Services refers to the number of actual connections and EDU is a unit of measure, which equates the
consumption, or flow of commercial or industrial connections, to the average flow of a residential dwelling unit.
The County bills its customers quarterly except for those for which wastewater treatment service is provided by the
City of Hagerstown, in which case the County’s charges are billed and collected on its behalf by the City of Hagerstown. The
following table shows the total Number of Services and EDUs of the County’s water and wastewater systems and the annual
residential user rates effective July 1, 2017. For customers receiving County collection services only, treatment is provided by
the City of Hagerstown.
Residential
No. of No. of Annual (Avg)
Services EDUs User Rate
Residential
No. of No. of Annual (Avg)
Services EDUs User Rate
WATER SYSTEM
WASTEWATER SYSTEM
The County provides wastewater “treatment only” services to its wholesale customers, which are the towns of Williamsport
and Smithsburg, the Conococheague Pretreatment Facility (the “Pretreatment Facility”), Fort Ritchie and the City of Hagerstown.
The only major wastewater treatment facility for public use in Washington County other than those operated by the County is the
Hagerstown Wastewater Treatment Plant, owned and operated by the City of Hagerstown, which has a capacity of 10.5 million
gallons per day.
The Pretreatment Facility serves all of Washington County by providing pretreatment of non-hazardous industrial
wastewater, landfill leachate and metals-bearing waste streams, and has a capacity of 125,000 gallons per day (current average usage
is 115,000 gallons per day). The Pretreatment Facility was privatized in 2006 through a long-term lease to a private corporation.
ECONOMIC AND DEMOGRAPHIC INFORMATION
Washington County, Maryland 20
III. Economic and Demographic Information
Department of Business Development
The Washington County Department of Business Development (the “DBD”) is dedicated to expanding economic
opportunities for the citizens of Washington County. It works to promote Washington County as a place of business and
improve the overall business climate of the community.
The Washington County Economic Development Commission Board of Directors (the “EDC”) is comprised of 12
unpaid volunteers and six ex-officio members. As representatives of the local business community, the EDC is responsible for
evaluating and recommending policies affecting the County’s ability to attract, nurture, and sustain employment, and to further
promote economic growth and change in a managed environment.
The DBD currently has five full-time employees to conduct the day-to-day operations of the office. The staff works
to fulfill the strategic priorities recommended by the EDC and as approved by the Board.
Throughout the year the DBD meets with representatives of existing companies in need of assistance. Discussions
include appropriate funding programs, enterprise zone benefits, training, and other sources of business support. The DBD has
formed strategic partnerships with such organizations as the Maryland Department of Commerce, Tri-County Council for
Western Maryland, Maryland Small Business Development Center, Western Maryland Consortium, and Maryland One Stop
Job Center in order to better serve the needs of businesses in Washington County.
The DBD maintains a web-site, www.hagerstownedc.org, and an online reference guide for economic development
allies, partners, site selection consultants, clients, and the general public. The site includes statistical data on Hagerstown-
Washington County’s Community Demographics, Quality of Life, Business Climate, Incentives, Local Business Resources,
Property Search, Maps, and Recent News. Visitors to www.hagerstownedc.org can access a database that highlights available
commercial/industrial buildings and sites within Washington County. The database includes each property’s pertinent
information and describes its development potential.
The DBD administers the Enterprise Zone Program, identifying eligible businesses that qualify for local real property
tax credits and State income tax credits in the City of Hagerstown, the Town of Hancock, and elsewhere in Washington County.
For tax year 2017-18 (fiscal year 2018), the City of Hagerstown, the Town of Hancock, and the County granted $52,592, $574,
and $503,178, respectively, in real property tax credits for private capital investment. The State of Maryland is expected to
reimburse $26,296 to the City of Hagerstown, $287 to the Town of Hancock, and $251,590 to the County for these credits.
ECONOMIC AND DEMOGRAPHIC INFORMATION
Washington County, Maryland 21
Business Development
New and Expanding Businesses
In 2017 the County experienced new and expanding businesses highlighted by the creation of more than 153 new
jobs and known new investments of approximately $25.1 million. Many of these achievements are a result of incentive
packages provided through partnerships of the County and State to provide training programs, State financing, and Enterprise
Zone tax credits. Significant projects announced in 2017 and 2018 that are expected to provide an additional 118 new jobs and
an additional $16.6 million of new investments are noted in the following table:
Completed/
Expected Project #New
Company Name Business Type Completion Cost (1)Jobs (1)
$41,700,000 271
Type of
Activity
Hagerstown-Washington County, Maryland -- Significant Business Activity for 2017/2018
Completed Projects Announced in 2017
Projects Under Development Announced in 2017/2018
Totals for Projects Announced in 2017/2018:
ECONOMIC AND DEMOGRAPHIC INFORMATION
Washington County, Maryland 22
Business Parks and Sites
Through the DBD, the County promotes the development of both private and non-profit business parks and sites. The
County also successfully obtains financing for necessary infrastructure through various State and federal agencies to support these
developments as locations for new and expanding businesses. The County offers prospective businesses a selection of sites in
planned industrial/business parks, which include:
Park Total Available Ownership
Acreage Acreage
City of Hagerstown—Washington County
Valley Business Park ………………………...…..……………….188 125 Private
Town of Hancock Enterprise Zone:
Hancock Industrial Park………………………………………..…38 38 Town
Other Locations:
Airport Business Park …………………….…….….……..………39 30 Nonprofit
Friendship Business Park ………………….…....……………..…450 139 Private
Friendship Town Center ………………………………………….161 161 Private
Cascade Town Centre…...………………….…....……………..…400 400 Public
Gateway Business Park………………………..…………….……65 12 Private
Hub Business Park………………………………….……………..80 80 Private
Hunter’s Green Business Center…………..……..………………631 90 Private
Light Business Park …………………….……….………...………27 14 Private
Mount Aetna Technology Park at Hagerstown (MATH)……..179 179 Nonprofit
Newgate Industrial Park………………………….………………..245 20 Nonprofit
Showalter Road Center…………………..……….………………..88 88 Private
Vista Business Park………………………………………………..200 200 Private
Washington County Business Airpark ………………...…...…..67 30 County
Westgate Industrial Complex……………………………………..175 175 Private
Enterprise Zone:
New Jobs Tax Credit Program
The “New Jobs Tax Credit” is a program initiated by the County in November 2002. The credit was created to help attract
to the local business community companies that are involved in a high-tech industry and that offer well-paying jobs. The program
provides a six-year tax credit for businesses that either expand or relocate in Washington County and qualify under the program’s
guidelines. The credit applies to Washington County’s tax that is imposed on real property owned or leased by the business and the
tax imposed on personal property owned by that business.
Enterprise Zones
Approximately 5,500 acres in Washington County are within two State-designated Enterprise Zones. The City of
Hagerstown/Washington County Enterprise Zone was renewed and expanded by the State in 2012. This zone now encompasses
approximately 4,000 acres located within the City of Hagerstown and Washington County. The zone has more than doubled in size
and includes Hopewell Valley Industrial Park, Washington County Business Park, CSX Valley Park, the City of Hagerstown
Business Park, and the Central Business District in downtown Hagerstown. The Hancock Enterprise Zone was renewed in 2015.
This 1,500 acre zone surrounds the Town of Hancock, stretching from the Pennsylvania border to the Potomac River. The zone
includes commercial and industrial development opportunities in select areas of Hancock as well as commercial frontage along
Main Street. Local and State incentives are available to new or expanding companies in these zones to promote growth of the
industrial and commercial base. Qualified businesses can receive local property tax credits for capital investment and State income
tax credits for the creation of new jobs. Each Enterprise Zone is approved by the State for a 10 year period.
ECONOMIC AND DEMOGRAPHIC INFORMATION
Washington County, Maryland 23
Pad-Ready Commercial Stimulus Program
The Board adopted the “Pad-Ready” Commercial Stimulus Program on October 25, 2011. The program is designed to
encourage developers/builders to bring undeveloped land to a shovel-ready state, but is also intended for sites with existing buildings
in need of redevelopment. Under the program, undeveloped parcels of land, demolitions, renovations and expansions of existing
buildings qualify for incentives. Qualifying projects are entitled to priority plan review by the Washington County Development
Advisory Committee, deferral of County site-plan application and review fees, and a real-estate tax credit issuance once buildings
are constructed and occupied. The tax credit is to be four tenths of one percent (.004) of the construction cost of the new
improvement as determined by the DBD and will apply for three consecutive years.
High Performance Building Tax Credit Program
On February 7, 2012, the Board established the High Performance Tax Credit Program. Under the program, property tax
credits are available for buildings that receive silver, gold or platinum certification in the national LEED (Leadership in Energy and
Environmental Design) ranking system. The amount of the credit will depend on which level of certification the building receives
and the increase in its assessed value after construction. Silver buildings will be credited 20 percent of the taxes due on that increase;
gold buildings, 25 percent; and platinum buildings, 30 percent.
Foreign Trade Zone
Washington County’s Foreign Trade Zone (“FTZ”) status was approved by the United States Department of Commerce’s
Foreign Trade Zone Board on July 3, 2002. More than 1,700 acres from five different sites throughout Washington County are
eligible. The sites are ideally zoned for manufacturing, distribution, and warehousing activities. FTZs have been shown to provide
direct benefits to local businesses involved in foreign trade. Through the reduction, elimination, and deferral of tariffs, firms
located within Washington County’s FTZ are able to be more competitive in international markets.
Utilities, Transportation and Communication
Utilities
Electricity: Potomac Edison, a FirstEnergy Company, with its Western Maryland headquarters located in Washington
County, serves the County with a system of transmission and distribution lines of various voltages connected to its generating
stations. The City of Hagerstown distributes electricity to many parts of the City.
Telecommunications: State-of-the-art communications infrastructure, including hybrid cable, digital, fiber optic, wireless
data, and cellular 4G LTE services are provided via national and regional vendors. AT&T, Sprint, T-Mobile, US Cellular and
Verizon operate within Washington County.
Natural Gas: Columbia Gas of Maryland serves the area with natural gas. Propane is also readily available.
Transportation
Highways: Washington County is served by Interstate Highways I-81, I-70, and I-68, complemented by U.S. 40 and U.S.
11, and State Routes 60, 64, 65 and 68. These highways put Washington County businesses within a day’s drive of one-third of the
U.S. population and half of all retail trade. The Baltimore and Washington, D.C. beltways are an hour’s drive from central
Washington County.
Air: Hagerstown Regional Airport (HGR) is a Part 139 Facility which provides daily scheduled commercial service to
Baltimore-Washington Thurgood Marshall International Airport (“BWI”) and Pittsburgh International Airport via Southern
Airways Express, twice weekly service to Orlando Sanford International and twice weekly service to St. Pete-Clearwater
International Airport on Allegiant. The airfield also offers fixed base operation services to general aviation, corporate and military
aircraft. There are 17 businesses offering clients a variety of aviation services for all types of aircraft. Approximately 1,600 people
are employed locally as a result of the airport being in Washington County. In addition, Dulles International, BWI, and Ronald
Reagan Washington National airports are located within 70 miles of Hagerstown.
Rail: CSX Transportation and Norfolk Southern Corporation Railways provide economical shipment anywhere on
the Atlantic seaboard. CSX, with a public siding, operates daily trains and connects with other major carriers for long-distance
shipping. The Norfolk Southern mainline is just outside of Hagerstown and a CSX interchange with Norfolk Southern is in
ECONOMIC AND DEMOGRAPHIC INFORMATION
Washington County, Maryland 24
Hagerstown for nationwide access. In January 2014, Norfolk Southern Rail opened a 200 acre intermodal terminal in
Greencastle, Pennsylvania, immediately adjacent to Washington County. The County is also only 19 miles from CSX’s 85
acre intermodal terminal in Chambersburg, Pennsylvania. Daily Amtrak and weekday MARC passenger services are available
from Martinsburg, West Virginia (23 miles south of Hagerstown). MARC passenger service from neighboring Frederick
County to Washington, D.C. is also available.
Local Transportation: Washington County Commuter provides local bus service throughout Washington County. Local
taxi service and auto rental and leasing services are available within Washington County.
Communication
Newspapers: The daily newspaper, The Herald-Mail, has a Monday-Saturday circulation of 27,000, and a Sunday
circulation of 32,000. Two weekly local newspapers, The Hancock News, with a weekly circulation of 2,000, and The Picket
News, with a weekly circulation of 10,000, also serve Washington County. Several metropolitan newspapers, including the
Washington Post and The Baltimore Sun, are available daily to residents.
Television: WDVM and Herald-Mail (HMTV6) provide local news, weather, community information, sports coverage
and programming to the tri-state area. Antietam Cable Television and Comcast offer cable and digital television services. Satellite
television is available through private vendors.
Internet: There are numerous private vendors providing local dial-up, wireless, and broadband Internet access. The
Washington County Free Library provides access to the Internet through SAILOR, the State of Maryland’s Online Public
Information Network. Information about Washington County, including economic data, can be accessed on the World Wide Web:
www.washco-md.net (Washington County)
www.hagerstownmd.org (City of Hagerstown)
www.washcolibrary.org (Washington County Free Library)
Population
The following table illustrates the population growth of Washington County, the State of Maryland, and the United States
from 1970 to 2016.
Population Growth
State of Maryland United StatesWashington County
ECONOMIC AND DEMOGRAPHIC INFORMATION
Washington County, Maryland 25
Income
Median household Effective Buying Income (“EBI”) in Washington County was estimated at $56,316 for calendar year
2017. The median household EBI for Washington County, the State of Maryland and the United States are estimated as follows:
Washington County $56,316 $56,228 $56,477 $55,700 $54,239
State of Maryland 76,067 74,551 74,149 72,345 71,707
United States 55,322 53,889 53,482 52,176 51,771
Source: MD Brief Economic Facts for 2013-2017
Comparative statistics relating to the distribution of EBI are presented in the following table:
Households By
EBI Group Washington County State of Maryland United States
Distribution of Effective Buying Income (2016)
Area Labor Supply
Washington County has an available civilian labor force of approximately 77,693. In addition, businesses draw employees
from Allegany, Garrett and Frederick counties in Maryland; Franklin and Fulton counties in Pennsylvania; and portions of Berkeley,
Jefferson and Morgan counties in West Virginia. The civilian labor force for all these counties totals more than 431,600.
ECONOMIC AND DEMOGRAPHIC INFORMATION
Washington County, Maryland 26
Employment
Within Washington County there are more than 3,450 businesses. The following table shows the employment
statistics for the 15 largest employers in Washington County as of December 2017.
Employer Employment
Unemployment Rate
Unemployment in Washington County averaged 5.9% between 2013 and 2017. The following table indicates the County’s
average unemployment rate as compared with the State of Maryland for the five most recent calendar years.
2017 2016 2015 2014 2013
Washington County 4.4%5.1%5.8%6.9%7.4%
State of Maryland 4.1%4.4%5.2%5.8%6.1%
Unemployment Rate – Annual Average
Source: Maryland Department of Labor, Licensing and Regulation
ECONOMIC AND DEMOGRAPHIC INFORMATION
Washington County, Maryland 27
Construction Activity
Construction activity during the years 2013-2017 in Washington County is provided below:
Year Ended
Dec. 31 Number Value Number Value Number Value
Building Permits
(Value in Thousands)
Residential New Other Permits Total
Housing Starts
The number of single family housing starts in Washington County for the past five years is listed below:
Single Family (One and
Two‑Unit Structures)
Year Ended
December 31
Multi-family housing starts in the County were nominal during 2016, 2014, and 2013. During the year ended December
31, 2017 there were five, 12 unit buildings constructed and for the year ending, December 31, 2015, there were five, 24-unit multi-
family buildings constructed.
ECONOMIC AND DEMOGRAPHIC INFORMATION
Washington County, Maryland 28
Agriculture
Agriculture is an important part of Washington County’s economy. Approximately 129,600 of Washington County’s
293,223 acres (44%) are considered farmland by the U.S.D.A. Agricultural Statistical Service. By far the greatest contributors to
agriculture are the livestock and dairy industries. Livestock and dairy products account for approximately 58% of the total farm
sales.
Washington County is the heart of the fruit industry in Maryland. Apple and peach growers harvest nearly 1,372 acres
annually producing approximately 61% of the State’s apple crop and 27% of the State’s peach crop each year. Dairy is the
principal livestock enterprise. The average number of milk cows is 12,670 head, ranking second in the State. In addition to
milk and fruit, the other chief agricultural commodities are beef cattle and cereal grains. The information for 2017 will not be
released until after the 2017 census is completed. Selected agricultural statistics for Washington County for calendar year 2012
are as follows:
151
$107.7 mil
$62.26 mil
$125,219
Livestock income…………….…………………….…
Average income/farm…………………………….…..
Source: U.S.D.A. Agriculture Census 2012
The U.S.D.A. conducts a census every five years
860Number of farms…………….……………………….
Average acres/farm………….…………………........
Total farm income…………………………….…..….
FINANCIAL INFORMATION
Washington County, Maryland 29
IV. Financial Information
Accounting System
The accounts of the County are organized on the basis of funds, each of which is considered a separate fiscal and accounting
entity. The financial position and operations of each fund are accounted for with a self-balancing set of accounts, recording cash
and other financial resources, together with all related liabilities and residual equities or balances, and changes therein, which are
segregated for the purpose of carrying on specific activities or attaining certain objectives in accordance with special regulations,
restrictions, or limitations.
Fund Structure
The revenues and receipts of the County are allocated to, and accounted for, in individual funds based upon the
purposes for which they are to be spent. The various funds are identified in the financial statements of the County. The fund
types used by the County are Governmental Funds (General, Special Revenue and Capital Projects), Proprietary Funds
(Enterprise and Internal Service) and Fiduciary Funds (Trust and Agency). Details of the County’s fund structure are set forth
in the notes to the financial statements, which are included in Appendix A to this Official Statement.
The County’s general fixed assets and general long-term obligations are reported in the applicable governmental or
business-type activity columns in the government-wide financial statements.
Basis of Accounting, Measurement Focus, and Financial Statement Presentation
Basis of accounting refers to the time at which revenues and expenditures are recognized in the accounts and reported in
the financial statements. Basis of accounting relates to the timing of the measurement made, regardless of the measurement focus
applied. The accounting policies of the County conform to generally accepted accounting principles as applicable to governments.
The government-wide financial statements are reported using the economic resources measurement focus and the accrual
basis of accounting, as are the proprietary fund and fiduciary fund financial statements. Revenues are recorded when earned and
expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Property taxes are recognized as
revenues in the year for which they are levied. Grants and similar items are recognized as revenue as soon as all eligibility
requirements imposed by the provider have been met.
Governmental fund financial statements for the General Fund, Special Revenue Fund and Capital Projects Fund are
reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are
recognized as soon as they are both measurable and available. Revenues are considered to be available when they are collectible
within the current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the government considers
revenues to be available if they are collected within 60 days of the end of the current fiscal period. Expenditures generally are
recorded when a liability is incurred, as under accrual accounting. However, debt service expenditures, as well as expenditures
related to compensated absences and claims and judgments, are recorded only when payment is due.
Taxpayer-assessed income, gross receipts, and sales taxes are considered “measurable” when in the hands of intermediary
collecting governments and are recognized as revenue at that time. Anticipated refunds of such taxes are recorded as liabilities and
reductions of revenue when they are measurable and their validity seems certain.
Accounting Enterprise System
The County utilizes an integrated financial, human resource, and budget enterprise system. This enterprise system has a
web-based platform that streamlines workflow, which allows the County to automate numerous processes including real-time
reporting. All County departments have access to the system for requisitioning, reporting, and inquiries for information concerning
accounts and project status at any time. The system provides an excellent means for control of finances, and allows for efficient use
of resources. It also promotes accountability by generating timely reports and allowing budgetary controls for management.
FINANCIAL INFORMATION
Washington County, Maryland 30
Capital Budget Preparation Software
The County uses a web-based capital budget preparation and monitoring system. It allows all departments and outside
agencies to access the system and input their capital budget requests, including funding sources, cost categories and operational
costs. The County set up a priority-ranking matrix system within the software. The ranking system is composed of 14 scored and
weighted criteria, which is the basis for assigning projects into one of the five priority ranking categories. The ranking system
provides management with the information required to make decisions regarding scheduling and funding for each project. The
capital budget system provides multiple reporting options and allows for continuous monitoring of activities of existing projects.
Distinguished Budget Presentation Award
The County received the Distinguished Budget Presentation Award for its 2018 Budget Document from the
Government Finance Officers Association of the United States and Canada. The award is given to those entities that satisfy
nationally recognized guidelines for effective budget presentation. Those guidelines are designed to assess how well an entity’s
budget serves as a policy document, a financial plan, an operations guide, and a communication device. The County has
received the award for 14 consecutive years. The award reflects the commitment of the County to meet the highest standards
in governmental budgeting.
Budget Process and Schedule
The County’s budgetary practices focus on long-term financial planning to ensure that budget decisions are understood
over multiple years and to assess whether program and service levels can be sustained over those years. Practices require the
development of organizational goals, policies, and procedures to achieve the goals, and making the allocation of resources
available to accomplish the goals.
The County’s budget process is key to its long-range strategic plan. With the adoption phase ending in May, the entire
budget process encompasses nine months in preparation time. Financial forecasts, economic trends, policy reviews, and citizen
input are all part of this process and result in the development of the operating and capital budgets for the year. The following
describes the phases of the budget process.
Financial Capacity and Analysis Phase
The County develops statistical analysis of major revenue sources through various available resources. The County
prepares and annually updates a long-range (five year) financial forecasting system, which includes projections of revenues,
expenditures, future costs, and financing of capital improvements that are included in the Capital Improvement Budget, Cost of
Service Plans, and the Operating Budget.
Revenue estimates are monitored to identify any potential trends which would significantly impact the various revenue
sources. The County reviews current construction trends, the number of building permits, mortgage rates, and other economic data
that can impact revenue collections.
The County uses other financial modeling techniques that impact the long-term operations and rates for the Water Quality
and Landfill Enterprise Funds.
The County annually undertakes a detailed analysis of its financial position. The County then plots and converts its
financial position into certain financial ratios and examines its performance trend. Most of the financial trend analysis includes peer
group median and historical data. Trend indicators are tracked for specific elements of the County’s fiscal policies for evaluation.
Debt capacity is evaluated on an annual basis prior to the adoption of the Capital Improvement Budget. The County
examines statistical measures to determine debt capacity and creates ratios, which it compares to the ratios of other counties within
its peer group, rating agency standards, and Washington County’s historical ratios to determine debt affordability.
The economic and financial trend analysis is an integral part of the County’s decision-making process that includes short
and long-term forecasts. The County’s current financial condition as well as future financial capacity, long-range plans, and future
goals and visions are evaluated. During this phase forecasting assumptions, policy and reserve reviews, compensation adjustments,
and inflation assumptions are made.
FINANCIAL INFORMATION
Washington County, Maryland 31
Budget Development Start
The development of the budget starts with notice to departments and agencies that the capital and operating budget
programs are ready for input. Instructions for completing the budgets, due dates, and updated information on budgetary numbers,
personnel positions, and goals are included with the notification.
Budget Development Phase
Capital Improvement Budget development begins in the winter after the development of the debt capacity and financial
trend and economic trend analysis. The Capital Improvement Program (the “CIP”) provides a comprehensive approach to planning
and impacts all facets of County operations. The County Administrator, the CFO, the Director of Engineering, the Director of
Planning, and the Director of Public Works comprise the Capital Improvement Program Committee (the “CIP Committee”). From
the time the CIP’s initial annual review begins in October through its adoption in May of each fiscal year, there is constant interaction
among departments, the CIP Committee, and the elected officials. This effort is characterized by cooperation and reflects a common
goal of ensuring that the CIP meets the objectives of the County and remains affordable and achievable.
The CIP is reviewed in conjunction with the annual debt affordability analysis and with revenue projections, inclusive of
rate analysis, in order to determine funding availability. A financial analysis of funding sources and project costs is conducted for
all proposed capital improvement projects in conjunction with the results of the priority ranking system.
It is the CIP Committee’s responsibility to review all requests that County departments and agencies submit. Based on the
results of the priority ranking, and current and future needs, as developed in the 10-year capital plan, and available funding sources,
the CIP Committee determines which capital projects best meet established criteria for the current fiscal year Capital Improvement
Budget and the 10-year forecast. Operating impacts of current and proposed capital projects are also taken into consideration by
staff when developing the Capital Improvement Budget.
Operating Budgets represent existing service levels and two years of prior historical information. Departments and
agencies request funding for the upcoming fiscal year. Any increases in program and services require justification, as do all capital
outlay requests. These requests are summarized with projected funding shortfalls or overruns calculated.
Review/Modification Phase
The CFO presents the Operating and Capital Improvement Budgets to the Board. Preliminary recommendations are
reviewed to ensure that preliminary budgets address the County’s goals and fiscal management policies. The County Administrator
and the CFO work with the Board on the proposed budget documents for adoption.
Adoption Phase
Proposed budgets are voted on by the Board to take to a public hearing to communicate to the general public for all
operating and capital funds. Advertisement is disseminated through the local newspaper, handouts, and the County website.
Documents and handouts are prepared for the public.
Public hearings are held on the proposed budgets along with the current tax levy. A 10 day waiting period is held for
public comment. Local law requires a balanced budget to be adopted by July 1st.
Budget Monitoring
Department managers are responsible for their budgets throughout the fiscal year. Expenditure percentages are calculated
and compared to budget. Corrective action, if necessary, is taken if serious negative trends exist. Management and the Board have
real-time budgeting reports available on-line, as well as updates on major events and/or issues.
The County’s Operating Budget is adopted at the program/service level and the Capital Improvement Budget is
adopted at the project level. Transfers between programs or projects in excess of $25,000 require Board approval. Any transfer
out of contingency requires the approval of the Board.
The CFO reviews the project status and revenues before any issuance of debt. Any modification to a project and/or
the total debt to be issued based upon this review is required to be approved by the Board either for an increase or decrease in
total borrowing amount or for a change in the total borrowing source.
FINANCIAL INFORMATION
Washington County, Maryland 32
General Fund Revenues and Expenditures
The General Fund’s major function is to provide funding for education, public safety, courts, planning, permits, public
works, parks and recreation, general operations, and economic development. The major revenue sources to provide these programs
and services for the public are: Real and Personal Property Tax, Income Tax and Recordation Tax. The following table displays
the County’s General Fund actual revenues and expenditures compared to the final budget for fiscal year 2017, budgeted revenues
and expenditures for fiscal year 2018, and the proposed budget for fiscal year 2019.
Fiscal Year 2017 Fiscal Year 2018 Fiscal Year 2019
Final Actual Original Proposed
Budget Amounts Budget(1)Budget
REVENUES
Property Tax
EXPENDITURES
EXCESS OF REVENUES OVER EXPENDITURES -$ (465,660)$ -$ -$
Source: Washington County Department of Budget and Finance
(1) Budget revisions are possible until the close of the year on June 30, 2018. Amendments to date to the fiscal year 2018 budget since its adoption have not been material.
Fiscal Years 2017, 2018 and 2019
County Commissioners of Washington County
Budget Comparison
General Fund
FINANCIAL INFORMATION
Washington County, Maryland 33
The following table displays the County’s General Fund revenues and expenditures on a GAAP basis with additional ratios
for fiscal years 2013 through 2017.
2017 2016 2015 2014 2013
Revenues:
Expenditures:
Other financing sources(uses):
Net bond proceeds…………………………………..……..-$ -$ -$ -$ 3,039$
Proceeds of capital leases…………………………………..1,036,682 - - 56,548 -
Principal amount of new debt for advanced refunding……..- 7,078,184 26,026,715 - -
Deposit to escrow fund for advance refunding and
repayment of loans………………………………………- (7,075,279) (26,021,529) - -
Operating transfers in ……………………………..………22,000 - - - -
Operating transfers out ……………………………..…….(11,429,045) (9,388,519) (5,974,080) (5,915,929) (7,980,296)
Total other financing sources(uses) ……..………..(10,370,363)$ (9,385,614)$ (5,968,894)$ (5,859,381)$ (7,977,257)$
Excess of revenues and other sources over
expenditures and other uses ……………………………571,022$ 1,414,795$ 136,884$ (649,751)$ 207,335$
Fund balances at beginning of year ………………………..39,742,148 38,327,353 38,190,469 38,840,220 38,632,885
Fund balance at end of year ……………………………….40,313,170$ 39,742,148$ 38,327,353$ 38,190,469$ 38,840,220$
Fund Balance:
As a percent of revenue ……………………………18.3%18.3%18.4%18.7%19.0%
As a percent of expenditures ………………………19.3%19.2%18.9%19.2%19.8%
Committed, Assigned and Unassigned Fund Balance:38,279,884$ 38,122,456$ 36,844,446$ 37,162,054$ 37,503,352$
As a percent of revenue ……………………………17.4%17.5%17.7%18.2%18.3%
As a percent of expenditures ………………………18.3%18.5%18.2%18.7%19.1%
Debt Service:14,688,810$ 13,818,901$ 14,652,478$ 14,011,770$ 14,230,434$
As a percent of revenue ……………………………6.7%6.4%7.0%6.9%7.0%
As a percent of expenditures ………………………7.0%6.7%7.2%7.0%7.3%
County Commissioners of Washington County
Statement of Revenues, Expenditures and Changes in Fund Balance
General Fund
Year Ended June 30
FINANCIAL INFORMATION
Washington County, Maryland 34
Anticipated Results for Fiscal Year 2018
Fiscal year 2018 final results are not available as of the date of this Official Statement. However, based on current review,
the County’s main revenue sources of real estate taxes, income taxes and corporate personal property taxes, are projected to meet
current year budgeted amounts and all expenditures are in-line with the approved budget. Overall the financial results for fiscal year
2018 are expected to end on the positive side, with total revenues in excess of total expenditures. The County expects to maintain
its cash reserves for fiscal year 2018.
Sources of Tax Revenue
Ad valorem property taxes, the County’s largest source of tax revenues, were 60% of total tax revenues fiscal year 2016
and 59% in fiscal year 2017. During the same period, income tax revenues as a percentage of total tax revenues were 36.8% in
fiscal year 2016 and 37.8% in fiscal year 2017. The following table presents the County’s tax revenues by source for each of the
last five fiscal years as well as the budgeted amounts for fiscal year 2018.
Fiscal Year Local Property Local Income Other Local
Ended June 30 Taxes (1)Taxes Taxes (2)Total Taxes
Tax Revenues by Source
Local Property Taxes
Property valuations and assessments are determined by the Maryland State Department of Assessments and Taxation,
which maintains local offices in Baltimore City and each county. For State and County real property tax purposes, real property is
valued at full cash value (“value”). All property is physically inspected once every three years and any increase in value arising
from such inspection is phased in over the ensuing three taxable years in equal annual installments.
Commencing with the tax year beginning July 1, 2001, property tax rates are applied to 100% of the value of real property.
The County and municipal rates applicable to all personal property and operating real property of public utilities are 2.5 times the
property tax rate for real property.
Tangible personal property is generally assessed at cost, less depreciation for each year held to a minimum of 25%.
For most categories of personal property, depreciation is 10% per year subject to the minimum assessment of 25% of cost.
State law provides a credit against State, local and municipal real property taxes on certain owner-occupied residential
property. The tax credit for each tax year is computed by multiplying the State, local or municipal real property tax rate by the
amount by which (i) the current year’s assessment on residential property exceeds (ii) the homestead percentage multiplied by the
previous year’s assessment. The State homestead percentage is 110%. The counties and municipalities set their own respective
homestead percentage, but the credit percentage may not exceed 110% for any taxable year. The County adopted a homestead
percentage of 105% effective July 1, 2007.
The State also provides a tax credit based on the ability of homeowners to pay property taxes. The credit is calculated by
use of a scale, which indicates a maximum tax liability for various income levels. The tax credit processed for local property taxes
for Washington County for fiscal year 2017 was $1,627,582 and the tax credit processed as of March 31, 2018 for fiscal year 2018
is $1,546,374.
FINANCIAL INFORMATION
Washington County, Maryland 35
Pursuant to State law, the Board may grant a property tax credit against the County property tax imposed on, among other
categories of property, certain property owned by nonprofit civic associations and real property that is subject to the County’s
agricultural land preservation program. Manufacturing and commercial inventories of businesses are exempt from County tax.
Assessed Value, Tax Rates and Tax Levy
The following table sets forth the assessed value of all taxable property in Washington County for each of its five most
recent fiscal years and the County and State tax rate applicable in each of those years. Assessed value of tax-exempt properties
owned by federal, State and County governments, churches, schools, fraternal organizations, cemeteries, disabled veterans and the
blind, aggregating $2,261,755,133 for the fiscal year ended June 30, 2017 is not included in the table. Under applicable law, there
is no limit to the total tax levy for property taxes. In the opinion of the County, the tax rate established by it for each fiscal year,
when applied to the property subject thereto, is sufficient to provide revenues to discharge the County’s obligations to pay principal
and interest maturing on its outstanding general obligation indebtedness in each fiscal year.
2017 2016 2015 2014 2013
Assessments and Tax Rates of all Property by Class
Fiscal Years Ended June 30
(Stated in Thousands)
There were no changes to the property tax rates for the County or the State in fiscal year 2018. As of the date of this
Official Statement, there are no proposed changes to the County or State property tax rates for fiscal year 2019.
FINANCIAL INFORMATION
Washington County, Maryland 36
Tax Collection
County taxes are due and payable as of July 1. Delinquent taxes are collected after nine months of delinquency by tax
sales conducted by the County Treasurer, selling either real or personal property. Historically, the County has conducted tax sales
on an annual basis.
The following table sets forth certain pertinent information with respect to the County’s tax levies and tax collections for
each of its five most recent fiscal years.
Fiscal Year
Ending June 30 Taxes Levied Amount Percent Amount Percent
Taxes Receivable
as a Percentage
of Total Taxes
Collected
Taxes
Receivable
Taxes Collected in
Year of Levy
Total Taxes Collected
(Current and
Delinquent)
FINANCIAL INFORMATION
Washington County, Maryland 37
Principal Taxpayers
The 20 largest taxpayers in the County as of June 30, 2017, ranked by assessed value, are listed below.
Percentage of
Assessed Assessed
Value Value
‑total $ 705,811,280 5.58%
Name of Taxpayer
Local Income Tax
Effective January 1, 2013, the personal State income tax rates for Maryland residents start at 2% on the first $1,000
of taxable income and increase up to a maximum of 5.75% on incomes exceeding $250,000 (or $300,000 for taxpayers filing
jointly, head of household or qualifying widow(ers)). Pursuant to State law, each county and Baltimore City must levy a local
income tax at the rate of at least 1.75%, but not more than 3.20%, of the State income tax liability of individuals domiciled in their
respective jurisdictions.
The County currently levies a local income tax on Washington County residents at the rate of 2.8%. The County does not
levy a local income tax on corporations. As a result of federal tax changes enacted by the U.S. Congress, Washington County’s
income tax revenues may experience an increase, however the amount is yet to be determined.
Other Local Taxes and Revenues
In addition to general property taxes and income taxes, the County levies and collects miscellaneous taxes, the largest of
which is the recordation tax on instruments conveying title to property and securing debt. Revenues from this tax in the fiscal year
ended June 30, 2017 were $6,305,265. The County also receives revenues from the amusement and admission tax and the trailer
tax. Another significant source of local revenue is generated from the issuance of building and other permits. Revenues from all
these sources, including recordation taxes, in the fiscal year ended June 30, 2017 were $8,326,095.
FINANCIAL INFORMATION
Washington County, Maryland 38
State and Federal Financial Assistance
State Payment of Public School Capital Construction Costs
Pursuant to State law, the State pays certain costs in excess of available federal funds for all public school construction
projects and capital improvements that have been approved by the State of Maryland Board of Public Works. The cost of acquiring
land is not a construction cost and therefore does not qualify for State funding.
The Board of Public Works is empowered to define by regulation what shall constitute an approved construction or capital
improvement cost and to adopt rules, regulations, and procedures for program administration. Program regulations limit the amount
of construction costs paid by the State by instituting a maximum State project allocation for each school construction project funded
through the program. Under the formula, the State’s share is computed by applying the applicable percentage to the eligible portion
of school construction costs. For the County, the maximum State share will equal 71% of approved construction costs.
State and Federal Grants
During the County’s fiscal year ended June 30, 2017, an aggregate of $8,574,580 in federal and State funds was received
by all County departments for use in operations. The largest single categorical source was a federal and State grant for $1,248,362,
which was for the Small Urban Area Public Transportation Grant. The County also received a total of $17,402,851 in federal and
State funds for capital projects in the fiscal year ended June 30, 2017. The County projects that $5,703,062 in federal and State
funds will be received in fiscal year 2018 for operations and $6,693,169 in federal and State funds will be received for capital
projects.
During the fiscal year ended June 30, 2017, the Board of Education received $168,489,837 in State funds and $23,109,181
in federal funds for operating and food service expenses. In fiscal year 2018, the Board of Education anticipates receiving
$174,797,484 in State funds and $22,967,234 in federal funds for operations.
FINANCIAL INFORMATION
Washington County, Maryland 39
General Fund Balance Sheet
The following table indicates the County’s General Fund balance sheet for each of the five most recent fiscal years.
2017 2016 2015 2014 2013
ASSETS
Cash and short-term investments ……………………….627,517$ 162,083$ 32,999$ 40,971$ 252,052$
Investment in U.S. Government
Agency Securities ………………………………..101,443,510 91,452,894 110,533,955 118,065,564 130,562,407
Property taxes receivable (net) ………………………….348,751 357,582 535,177 588,451 376,599
Accounts receivable ……………………………………..422,410 503,433 416,161 265,824 374,571
Due from other funds …………………………………….- - - - 10,000
Due from other governments ……………………………16,752,299 16,757,732 16,373,944 11,838,036 10,811,977
Inventories ……………………………………...……….763,099 790,714 763,940 578,396 741,870
Other assets …………………………………….………..1,421,211 962,586 1,398,654 955,704 742,564
Total assets ……………………………………..121,778,797$ 110,987,024$ 130,054,830$ 132,332,946$ 143,872,040$
LIABILITIES
Accounts payable ………………………………………1,366,313$ 2,514,765$ 1,413,769$ 1,621,862$ 1,421,068$
Accrued expenses ………………………………………4,563,855 1,404,296 1,086,819 940,300 1,150,895
Liabilities on unpaid claims ……………………….……1,523,730 1,892,223 1,833,471 2,115,251 2,015,593
Due to other funds ……………………………………..63,884,634 55,483,023 77,037,235 83,418,109 95,120,905
Unearned revenue ………………………………………382,729 346,841 306,901 283,880 3,463,212
Other liabilities ………………………………………….2,219,462 1,350,527 1,868,922 1,895,975 1,860,147
Total liabilities …………………………………..73,940,723$ 62,991,675$ 83,547,117$ 90,275,377$ 105,031,820$
DEFERRED INFLOWS OF RESOURCES
Unavailable Revenues…………………………………..7,524,904$ 8,253,201$ 8,180,360$ 3,867,100$ -$
FUND EQUITY
Nonspendable ………………………………………….1,455,417$ 1,090,714$ 1,063,939$ 661,513$ 136,667$
Restricted ……………………………………………….577,869 528,978 418,968 366,902 1,200,201
Committed ………………………………………………38,263,353 38,104,831 36,830,635 37,141,183 37,452,097
Assigned ………………………………..………………16,531 17,625 13,811 20,871 23,679
County Commissioners of Washington County
Balance Sheet
General Fund
As of June 30
FINANCIAL INFORMATION
Washington County, Maryland 40
Key Financial Statistics
General Fund Cash Reserves and Fund Balance
The following table illustrates the ratio of the General Fund fund balance as a percentage of total revenues for the last
five fiscal years. Also included in the table are the ratios of cash reserves as a percentage of General Fund revenues. It is the
intention of the County to maintain a minimum reserve level of 17 percent, which represents 60 days of working capital. It is
anticipated that the County will meet or exceed the 17 percent reserve level in fiscal year 2018.
2017 $ 220,120,633 $ 40,313,170 18.31%17.13%
2016 217,265,805 39,742,148 18.29 17.55
2015 208,628,251 38,327,353 18.37 17.66
2014 204,448,105 38,190,469 18.68 18.18
2013 204,424,036 38,840,220 19.00 18.35
Source: Washington County Department of Budget and Finance
DEBT AND CAPITAL REQUIREMENTS
Washington County, Maryland 41
V. Debt and Capital Requirements
Debt Management Policy
The County adheres to its Debt Management Policy (the “DM Policy”), which sets forth the parameters for issuing new
debt and managing outstanding debt. The DM Policy’s primary objective is to establish conditions for the use of debt and create
procedures that minimize debt service and issuance costs, retain high credit ratings, and maintain full and complete financial
disclosure and reporting. The DM Policy addresses such matters as: use of debt financing, capital planning, debt affordability
measures, types of debt, and method of sale. Adherence to the DM Policy helps to ensure that the County maintains a sound debt
position and that credit quality is protected.
General Obligation and Revenue Bonds
The County may only issue general obligation and revenue bonds under authority conferred by the Maryland General
Assembly. No referendum is required.
The County is authorized to issue short-term tax anticipation notes to meet any estimated current fiscal year cumulative
cash flow deficit. Such notes must be repaid within six months of their date of issue. The County has no short-term notes
outstanding at this time. As of June 1, 1999 the County may use a line-of-credit for $5,000,000 to meet a temporary cash flow
deficit. The County has not used the line-of-credit as of this date.
The County may issue economic development revenue bonds under State law, which provides that such bonds shall not
constitute an indebtedness or charge against the general credit or taxing power of the County. Pursuant to the County Code, the
County may authorize long-term debt in the form of an installment purchase contract to pay for development rights or make certain
other payments in connection with the Agricultural Land Preservation Program.
The County may issue general obligation bonds in an amount up to $60,000,000 pursuant to the authority of Chapter 60
of the Laws of Maryland of 2013. The principal amount of bonds issued pursuant to Chapter 60, at June 30, 2017, was $35,407,278
the unused authorization available under Chapter 60 prior to the issuance of the Bonds is $24,592,722.
The County is authorized by State law to issue its bonds for the purpose of refunding any of its outstanding bonds,
including the payment of any redemption premium and interest accrued to the date of redemption, purchase or maturity of the
bonds being refunded.
As part of the annual budget process, an annual debt affordability analysis is prepared by the Office of Budget and
Finance. It is an effective tool for debt planning and management.
The Solid Waste operation was classified as a fund separate from the Highway Fund in 1996. It has paid for debt from
generated revenues since that time. In 2002, the County reclassified the Solid Waste Fund as an enterprise fund. The debt paid
out of revenues generated by that fund is considered self-supporting debt. In 2011, the County implemented GASB Statement
No. 54 of the Governmental Accounting Standards Board, Fund Balance Reporting and Governmental Fund Type Definitions.
Based on this GASB Statement, the Highway Fund did not meet the criteria of a special revenue fund and was consolidated into
the General Fund.
The following table sets forth the amount of the County’s general obligation bonded debt issued and outstanding as of
June 30, 2017, exclusive of certain water and sewer bonds (see “Water and Sewer Bonds” herein). Outstanding bonds as of such
date do not include those maturities of the Public Improvement Bonds of 2007, Public Improvement Bonds of 2008 and Public
Improvement Bonds of 2009 for the payment of which non-callable direct obligations of the United States were or have been
placed in escrow. Outstanding amounts have not been adjusted for discounts or premiums.
DEBT AND CAPITAL REQUIREMENTS
Washington County, Maryland 42
Statement of General Obligation Bonded Debt
Issued and Outstanding*
As of June 30, 2017
Amount Outstanding
Date of Amount General Solid Airport
Issue Issued Fund Waste Fund Fund Total
Public Improvement Bonds……………………May 2007 16,000,000$ 631,333$ 128,667$ -$ 760,000$
Public Improvement Bonds……………………June 2008 18,539,530 (1) 868,896 - - 868,896
Public Improvement and Refunding Bonds..June 2009 18,371,300 (2) 1,472,577 369,998 - 1,842,575
Public Improvement Series A Bonds………..May 2010 6,992,993 (3) 2,167,127 857,832 - 3,024,959
Taxable Build America Series B Bonds……..May 2010 9,711,007 (4) 6,957,113 2,753,894 - 9,711,007
Public Improvement and Refunding Bonds…May 2010 13,790,000 5,445,148 1,559,852 - 7,005,000
Public Improvement Bonds…………………..May 2011 14,170,000 8,813,240 2,591,760 - 11,405,000
Public Improvement Bonds…………………..May 2012 12,068,100 (5) 10,240,732 - - 10,240,732
Refunding Bonds………………………………May 2012 7,740,000 3,990,790 21,220 657,990 4,670,000
Public Improvement Bonds…………………..May 2013 12,000,000 10,625,000 - - 10,625,000
Refunding Bonds………………………………May 2013 12,540,000 11,332,360 157,640 - 11,490,000
Public Improvement Bonds…………………..May 2014 14,000,000 13,050,000 - - 13,050,000
Public Improvement Bonds…………………..May 2015 12,000,000 (6) 11,600,259 - - 11,600,259
Refunding Bonds……………………………..May 2015 25,573,470 (7) 19,430,329 1,623,141 - 21,053,470
Public Improvement Bonds…………………..May 2016 12,103,000 (8) 12,000,000 103,000 - 12,103,000
Refunding Bonds……………………………..May 2016 7,317,990 (9) 6,396,940 921,050 - 7,317,990
Public Improvement Bonds…………………..May 2017 13,142,000 (10) 12,000,000 1,142,000 - 13,142,000
MWQFA (11) Financing Cell 3…………………Nov 2004 2,498,427 - 1,086,580 - 1,086,580
MWQFA (11) Solid Waste Refinancing………Feb 2005 7,248,761 1,554,117 4,269,643 - 5,823,760
MWQFA (11) Resh Road Cap Phase I………..Dec 2006 5,000,000 2,748,580 - - 2,748,580
240,806,578$ 141,324,541$ 17,586,277$ 657,990$ 159,568,808$
Source: Washington County Department of Budget and Finance
* Exclusive of Water and Sewer bonded debt.
(1) Total issue amount for all County funds was $19,950,000.
(2) Total issue amount for all County funds was $22,130,000.
(3) Total issue amount for all County funds was $ 7,860,000.
(4) Total issue amount for all County funds was $10,915,000.
(5) Total issue amount for all County funds was $17,765,000.
(6) Total issue amount for all County funds was $15,460,000.
(7) Total issue amount for all County funds was $26,395,000.
(8) Total issue amount for all County funds was $20,635,000.
(9) Total issue amount for all County funds was $9,455,000.
(10) Total issue amount for all County funds was $13,780,000.
(11) Maryland Water Quality Financing Administration.
Water and Sewer Bonds
Pursuant to Title 6 of the Code of Public Local Laws of Washington County, as amended (the “Water and Sewer Act”),
the County is authorized to issue bonds secured by the full faith and credit and unlimited taxing power of the County to provide
funds for the design, construction, establishment, purchase and condemnation of water systems, sewerage systems and surface
water drainage systems in the service areas created by the County. To the extent that the special assessments and other charges
imposed by the County with respect to a certain project are insufficient to pay that portion of the principal of and interest on any
such bonds attributable to the cost of a project, the County is obligated to levy and to collect a tax upon all property subject to
unlimited County taxation within the corporate limits of Washington County in rate and amount sufficient to provide funds as may
be necessary to provide for the payment of such portion of the principal and interest as it becomes due.
By State law, the total bonded indebtedness of the County for these purposes, including bonded indebtedness previously
issued by the former Washington County Sanitary District, may not exceed 25% of the assessed value of all property in Washington
County subject to unlimited County taxation. At the time the State law was enacted the assessed value was equal to 40% of market
value. Pursuant to legislation passed by the Maryland General Assembly, real property assessment law was altered to reflect full
market value assessments. Therefore, to maintain the intent of the State law, 25% of the 40% previous reduction of assessed value,
or 10%, is used to calculate the legal debt margin.
DEBT AND CAPITAL REQUIREMENTS
Washington County, Maryland 43
The following table sets forth the amount of the County’s water and sewer debt issued and outstanding as of June 30, 2017.
Outstanding amounts have not been adjusted for discounts or premiums. Debt subject to the Water and Sewer Act is referred to as
“Water and Sewer” debt herein.
Series A Bonds …………………………………June 1996 9,606,968$ 1,803,083$
Public Improvement Bonds……………………June 2008 1,410,470 (1)66,105
Public Improvement & Refunding Bonds…...…June 2009 3,758,700 (2)342,425
Public Improvement Series A Bonds…………May 2010 867,007 (3)375,041
Taxable Build America Series B Bonds………May 2010 1,203,993 (4)1,203,993
Public Improvement Bonds……………………May 2012 5,696,900 (5)4,834,268
Public Improvement Bonds……………………May 2015 3,460,000 (6)3,344,742
Refunding Bonds……………………………….May 2015 821,530 (7)821,530
Public Improvement Bonds……………………May 2016 8,532,000 (8)8,532,000
Refunding Bonds……………………………….May 2016 2,137,010 (9)2,137,010
Public Improvement Bonds……………………May 2017 638,000 (10)638,000
MWQFA (11)Loan ………………………………Mar 2000 3,620,697 816,200
MWQFA (11)Loan ………………………………May 2004 8,091,063 2,636,063
MWQFA (11)Loan ………………………………Oct 2006 560,000 293,920
MWQFA (11)Loan ………………………………May 2015 2,553,000 2,434,780
52,957,338$ 30,279,160$
Source: Washington County Department of Budget and Finance
(1) Total issue amount for all County funds was $19,950,000.
(2) Total issue amount for all County funds was $22,130,000.
(3) Total issue amount for all County funds was $7.860,000.
(4) Total issue amount for all County funds was $10,915,000.
(5) Total issue amount for all County funds was $17,765,000.
(6) Total issue amount for all County funds was $15,460,000.
(7) Total issue amount for all County funds was $26,395,000.
(8) Total issue amount for all County funds was $20,635,000.
(9) Total issue amount for all County funds was $9,455,000.
(10) Total issue amount for all County funds was $13,780,000.
(11) Maryland Water Quality Financing Administration.
Assessed Value of Property in Washington County $12,644,926,000
Debt Limit: % of Assessed Value (1)10%
Water and Sewer Borrowing Limitation 1,264,493,000
Water and Sewer Debt 31,518,469
Debt Margin 1,232,974,531
Ratio of Water and Sewer Debt to Assessed Value 0.25%
Source: Washington County Department of Budget and Finance
(1) Reduced from 25% to 10% - see “ Water and Sewer Bonds” herein.
DEBT AND CAPITAL REQUIREMENTS
Washington County, Maryland 44
Capital Lease Obligations and Other Contracts
The County has entered into several five-year capital lease agreements. The outstanding balance of these obligations as
of June 30, 2017 was $264,010. The lease agreements are primarily for heavy-duty equipment. The leases have been recorded as
capital leases in the appropriate County funds in the financial statements.
In addition to contracts for goods and services incurred in the ordinary course of business of the County, the County is
party to numerous other contracts, primarily with engineers, architects and contractors relating to capital projects. Funds necessary
to meet the County’s obligations in respect to such contracts have been appropriated in the related fund.
Special Obligation Bonds
Pursuant to State law, Washington County may create special taxing districts, levy ad valorem and/or special taxes, and
borrow money by issuing and selling special taxing district revenue bonds for the purpose of financing or refinancing the cost of the
design, construction, establishment, extension, alteration or acquisition of adequate storm drainage systems, sewers, water systems,
roads, bridges, culverts, tunnels, sidewalks, lighting, parking, parks and recreation facilities, libraries, schools, transit facilities, solid
waste facilities and other infrastructure improvements, whether situated within or outside the special taxing district, and including
infrastructure improvements located in or supporting a transit-oriented development, a sustainable community or a State hospital
development (within the meaning of State law). Special taxing district bonds shall be payable solely from the ad valorem or special
taxes levied on the property within a special taxing district and neither the bonds, nor any interest thereon, shall ever constitute an
indebtedness or a charge against the general credit or taxing powers of the County.
The County created one special taxing district and issued in June 1998, November 1998 and May 2000 its $3,100,000,
$1,517,000 and $2,454,000 Washington County, Maryland Special Obligation Bonds (Barkdoll Tract Special Taxing District)
Series 1998, Series 1998 B and Series 2000, respectively.
Pursuant to State law, Washington County may also establish a contiguous area as a development district, and borrow
money by issuing and selling tax increment financing revenue bonds (“TIF bonds”) for the purpose of financing or refinancing the
cost of acquiring property interests, site removal, surveys and studies, relocation of businesses or residents, installation of utilities,
construction of parks and playgrounds, other needed improvements including roads to, from or in the development district, parking
and lighting, construction or rehabilitation of buildings for a governmental purpose or use, reserves or capitalized interest, bond
issuance costs or payment of existing indebtedness for such purposes. The list of projects to which TIF bonds may be applied is
expanded for RISE zones and sustainable communities (within the meaning of State law). In addition, Washington County may
apply TIF bond proceeds for demolition or site removal on privately owned property; pedestrian or vehicular bridges or overpasses
(including railroad crossings and related improvements); or parking lots, facilities or structures that are publicly or privately owned
or available for public or private use. TIF bonds are payable from real property tax revenues derived from the increase in assessed
value of real property located within a development district over a base assessment established in accordance with State law and
any other revenues pledged by the County as permitted by State law. The County may determine to pledge its full faith and credit
and unlimited taxing power to the payment of TIF bonds; if it does not do so, the TIF bonds are payable solely from incremental
tax revenues derived from real properties located within a development district and any other revenues that the County determines
to pledge to such TIF bonds. Under State law, the County may also pledge incremental County tax revenues and other revenues to
support TIF bonds issued for qualifying purposes by a municipality within the County or the Maryland Economic Development
Corporation.
Between fall 2016 and early 2017, the County established two separate development districts: (i) the Conococheague
Development District, consisting of approximately 137 acres, and (ii) the Cascade Development District, consisting of most of the
acreage comprising the former Fort Ritchie Military Reservation. To date, the County has not passed a bond ordinance authorizing
the issuance of TIF bonds for either established development district. Commencing with the tax year beginning July 1, 2017, and
until TIF bonds are issued with respect to either designated development district, the County may use incremental tax revenues, if
any, derived from properties within such development districts for any legal purpose.
DEBT AND CAPITAL REQUIREMENTS
Washington County, Maryland 45
Bonded Indebtedness of Incorporated Municipalities
Eight of the nine incorporated municipalities of Washington County have outstanding indebtedness in the aggregate
amount of $89,812,132 as of June 30, 2017. The County is not obligated to pay such debt or the interest thereon and neither the
faith and credit nor taxing power of the County is pledged to the payment of principal or interest on such indebtedness.
Amount
7,733,503$
646,350
1,871,829
73,742,526
1,537,088
1,797,855
590,081
1,892,900
Towns
County Commissioners of Washington County
Outstanding Underlying Debt
As of June 30, 2017
Direct and Underlying Debt
The following schedules present the County’s bonded debt outstanding as of June 30, 2017, and the ratios of such debt to
the County’s population and real and personal property assessed market values.
Direct Debt - Tax-Supported:
General Government Debt (1)…………………………………..141,324,541$
Direct Debt - Self-Supported:
Solid Waste ….…………………………………………………..17,586,278
Water and Sewer ….…………………………………………….30,279,159
Airport ….………………………………………………………..657,990
Total Direct Debt…………………………………………………….189,847,968
Underlying Debt……………………………………………………..89,812,132
Overall Bonded Debt………………………………………………..279,660,100$
Source: Washington County Department of Budget and Finance
(1) Includes Highway debt which is currently considered tax-supported.
DEBT AND CAPITAL REQUIREMENTS
Washington County, Maryland 46
Per Capita (Estimated Population 150,292):
Direct Tax-Supported Debt (1)………………………….940$
Overall Bonded Debt…………………………………….1,861$
Percentage of Assessed Value of $12,644,926,000:
Direct Tax-Supported Debt (1)…………………………1.12%
Overall Bonded Debt……………………………………2.24%
Source: Washington County Department of Budget and Finance
(1) Includes Highway debt which is currently considered tax-supported.
The following table presents the County’s direct tax-supported debt per capita and ratios of direct tax-supported debt to
assessed value for the last five fiscal years.
Fiscal Year Estimated Assessed Per
Direct Tax-Supported
Debt as a Percentage
Ended June 30 Population Value (000)Capita of Assessed Value
Direct
Tax-Supported
Debt (000)
Debt Service Requirements on County Debt
The following tables set forth the debt service requirements for the County’s general obligation bonded debt as of June 30,
2017, adjusted to reflect issuance of the Bonds, and the rapidity of repayment for the County’s direct tax-supported debt.
DEBT AND CAPITAL REQUIREMENTS
Washington County, Maryland 47
Year Self-Supporting Debt Service Total Debt Service
Ending
June 30 Principal Interest Total Principal Interest Total Principal Interest Total
2018 10,033,914$ 4,674,537$ 14,708,451$ 4,393,451$ 2,880,679$ 7,274,130$ 14,427,365$ 7,555,216$ 21,982,581$
2019 9,316,124 4,497,029 13,813,153 4,973,739 2,846,486 7,820,225 14,289,863 7,343,514 21,633,377
2020 9,606,032 4,137,892 13,743,924 4,368,490 2,779,403 7,147,893 13,974,522 6,917,295 20,891,817
2021 10,070,214 3,770,378 13,840,592 3,257,138 1,000,331 4,257,469 13,327,352 4,770,709 18,098,061
2022 9,254,772 3,398,979 12,653,751 3,383,870 912,228 4,296,098 12,638,642 4,311,207 16,949,849
2023 9,220,353 3,053,598 12,273,951 3,552,634 825,254 4,377,888 12,772,987 3,878,851 16,651,838
2024 9,302,841 2,693,940 11,996,781 2,373,085 730,410 3,103,495 11,675,926 3,424,350 15,100,276
2025 9,240,454 2,362,908 11,603,362 2,333,562 645,864 2,979,426 11,574,016 3,008,772 14,582,788
2026 8,775,905 2,043,542 10,819,447 2,296,008 563,145 2,859,153 11,071,913 2,606,687 13,678,600
2027 8,319,761 1,757,310 10,077,071 2,376,315 493,829 2,870,144 10,696,076 2,251,139 12,947,215
2028 8,320,377 1,484,493 9,804,870 2,418,668 425,488 2,844,156 10,739,045 1,909,981 12,649,026
2029 6,268,062 1,248,984 7,517,046 2,197,019 359,228 2,556,247 8,465,081 1,608,212 10,073,293
2030 5,672,563 1,046,134 6,718,697 1,878,559 294,267 2,172,826 7,551,122 1,340,401 8,891,523
2031 5,877,005 851,176 6,728,181 1,940,165 234,623 2,174,788 7,817,170 1,085,799 8,902,969
2032 5,254,242 661,325 5,915,567 1,528,987 180,486 1,709,473 6,783,229 841,811 7,625,040
2033 4,656,317 492,553 5,148,870 1,347,977 136,645 1,484,622 6,004,294 629,198 6,633,492
2034 3,984,009 345,319 4,329,328 996,360 101,986 1,098,346 4,980,369 447,305 5,427,674
2035 3,318,322 217,491 3,535,813 1,028,129 72,222 1,100,351 4,346,451 289,713 4,636,164
2036 2,403,757 117,355 2,521,112 1,058,785 41,381 1,100,166 3,462,542 158,736 3,621,278
2037 1,602,233 51,716 1,653,949 697,768 14,574 712,342 2,300,001 66,290 2,366,291
2038 827,286 13,443 840,729 122,714 1,994 124,708 950,000 15,437 965,437
2039 - - - - - - - - -
141,324,543$ 38,920,102$ 180,244,645$ 48,523,423$ 15,540,523$ 64,063,946$ 189,847,966$ 54,460,624$ 244,308,590$
Source: Washington County Department of Budget and Finance
* Totals may not foot due to rounding.
Washington County Schedule of Debt Service
Requirements on Long-term Obligations*
Tax-Supported Debt Service
As of June 30, 2017
DEBT AND CAPITAL REQUIREMENTS
Washington County, Maryland 48
Year Outstanding Debt Service Bonds of 2018
Ending
June 30 Principal Interest Total Principal Interest Total Principal Interest Total
2018 14,427,365$ 7,555,216$ 21,982,581$ -$ -$ -$ 14,427,365$ 7,555,216$ 21,982,581$
2019 14,289,863 7,343,514 21,633,377 - - - 14,289,863 7,343,514 21,633,377
2020 13,974,522 6,917,295 20,891,817 - - - 13,974,522 6,917,295 20,891,817
2021 13,327,352 4,770,709 18,098,061 - - - 13,327,352 4,770,709 18,098,061
2022 12,638,642 4,311,207 16,949,849 - - - 12,638,642 4,311,207 16,949,849
2023 12,772,987 3,878,851 16,651,838 - - - 12,772,987 3,878,851 16,651,838
2024 11,675,926 3,424,350 15,100,276 - - - 11,675,926 3,424,350 15,100,276
2025 11,574,016 3,008,772 14,582,788 - - - 11,574,016 3,008,772 14,582,788
2026 11,071,913 2,606,687 13,678,600 - - - 11,071,913 2,606,687 13,678,600
2027 10,696,076 2,251,139 12,947,215 - - - 10,696,076 2,251,139 12,947,215
2028 10,739,045 1,909,981 12,649,026 - - - 10,739,045 1,909,981 12,649,026
2029 8,465,081 1,608,212 10,073,293 - - - 8,465,081 1,608,212 10,073,293
2030 7,551,122 1,340,401 8,891,523 - - - 7,551,122 1,340,401 8,891,523
2031 7,817,170 1,085,799 8,902,969 - - - 7,817,170 1,085,799 8,902,969
2032 6,783,229 841,811 7,625,040 - - - 6,783,229 841,811 7,625,040
2033 6,004,294 629,198 6,633,492 - - - 6,004,294 629,198 6,633,492
2034 4,980,369 447,305 5,427,674 - - - 4,980,369 447,305 5,427,674
2035 4,346,451 289,713 4,636,164 - - - 4,346,451 289,713 4,636,164
2036 3,462,542 158,736 3,621,278 - - - 3,462,542 158,736 3,621,278
2037 2,300,001 66,290 2,366,291 - - - 2,300,001 66,290 2,366,291
2038 950,000 15,437 965,437 - - - 950,000 15,437 965,437
2039 - - - - - - - - -
189,847,966$ 54,460,624$ 244,308,590$ -$ -$ -$ 189,847,966$ 54,460,624$ 244,308,590$
Source: Washington County Department of Budget and Finance
* Totals may not foot due to rounding.
Washington County Schedule of Debt Service
Requirements of Long-term Obligations
As of June 30, 2017
Adjusted to Reflect Issuance of the Bonds*
Total Debt Service
Public Improvement
DEBT AND CAPITAL REQUIREMENTS
Washington County, Maryland 49
5 48,281,056$ 34.16 -$
10 93,140,370 65.91 -
15 124,532,619 88.12 -
20 140,497,257 99.41 -
25 141,324,543 100.00 -
Source: Washington County Department of Budget and Finance
Bond Issuance in Fiscal Year 2018
In addition to the Bonds being issued in fiscal year 2018, on February 28, 2018, the County issued to the Maryland Water
Quality Financing Administation (“MWQFA’) (i) its Water Quality Bond, Series 2018A in the original principal amount of
$1,387,245 (the “2018A Bond”) and (ii) its Water Quality Bond, Series 2018B in the original principal amount of $462,415 (the
“2018B Bond”) in order to reimburse costs incurred in connection with ENR upgrades and improvememts to the Conococheaque
Wastewater Treatment Plant. The Series 2018A Bond and the Series 2018B Bond represent loans obtained from MWOFA. The
County has pledged its full faith and credit and unlimited taxing power to payment of the Series 2018A Bond and the Series 2018B
Bond. The Series 2018A Bond was issued with the expectation that interest thereon will be exempt from gross income for federal
income tax purposes, bears interest at the rate of 0.70% per annum and matures on February 1, 2038, with principal installment
payments due on Ferbuary 1 in each of the years 2019 through 2038. There is no scheduled amortization for the Series 2018B Bond
and interest on the Series 2018B Bond (to the extent paid as described herein) is includable in gross income for federal income tax
purposes. Provided that the County does not default in its obligations under a loan agreement with MWQFA relating to the Series
2018B Bond prior to February 28, 2028, as of February 28, 2028 the Series 2018B Bond will be automatically terminated and
cancelled. If the County defaults with respect to the Series 2018B Bond in the 10 year period following issuance, MWQFA may
demand immediate repayment of the entire principal amount of such bond, together with interest accrued from the date of demand
at the rate of 3.02% per annum.
Anticipated Future Financing
The County currently anticipates issuing additional general obligation bonds for approximately $13.5 million in fiscal year
2019, $22.5 million in fiscal year 2020, and $24.7 million in fiscal year 2021. These anticipated debt issuance amounts are for
planning purposes and subject to change as part of the annual budgeting process.
Capital Requirements
Capital Improvement Program Summary
The County has established the CIP for establishing a Capital Budget to forecast future needs and set priorities. It is
reviewed and updated during the annual budget process. The objectives of the CIP are to: (1) provide a means for coordinating
and consolidating into one document all departmental and agency requests for capital funds; (2) establish a system by which
the capital projects of the County can be examined and given priorities according to their relative importance; (3) provide a
budgetary tool for the implementation of the Comprehensive Plan elements; (4) forecast future capital demands on local current
revenue; and (5) allow projects to be scheduled over a long-term period, thereby providing adequate planning for both financial
resources and project implementation. By applying the guidelines of the County’s DM Policy and the annual debt affordability
analysis, the Board is able to adopt a Capital Budget that provides maximum benefits from available public funds and assures
sound fiscal planning. See “FINANCIAL INFORMATION – Budget Process and Schedule” herein.
MISCELLANEOUS
Washington County, Maryland 50
VI. Miscellaneous
Litigation
The County is currently a defendant in several litigation matters involving various matters and claims. Most of these are
covered by insurance, subject to a deductible. Since most of these disputes involve unliquidated damages, it is not possible to
provide a reliable total of damages for which the County may become liable. In the opinion of the County Attorney, all such
matters now pending or threatened are, collectively, unlikely to result in total liabilities that would have a material effect on the
financial condition of the County.
Ratings
Fitch Ratings, Moody’s Investors Service, Inc., and S&P Global Ratings have given the Bonds the ratings indicated on
the cover page of this Official Statement. An explanation of the significance of any of such ratings may be obtained only from
the agency furnishing the rating. The County furnished to such rating agencies the information contained in a preliminary form
of this Official Statement and other materials and information pertaining to the Bonds. Generally, rating agencies base their ratings
on such materials and information, as well as their own investigations, studies and assumptions. The ratings given the Bonds may
be changed at any time and no assurance can be given that they will not be revised downward or withdrawn by one or more of
such rating agencies if, in the judgment of any such rating agencies, circumstances should warrant such action. Any such
downward revision or withdrawal of any of such ratings may have an adverse effect on market prices for the Bonds.
Continuing Disclosure Undertaking
In order to enable participating underwriters, as defined in Rule 15c2-12 of the Securities and Exchange Commission
(“Rule 15c2-12”) to comply with the requirements of paragraph (b)(5) of Rule 15c2-12, the County will execute and deliver a
continuing disclosure agreement (the “Continuing Disclosure Agreement”) on or before the date of issuance and delivery of the
Bonds, the proposed form of which is attached to this Official Statement as Appendix D. Potential purchasers of the Bonds should
note that the definition of Listed Events in Appendix D is intended to completely restate the events specified in Rule 15c2-12. It
is noted that certain Listed Events are expected to have no applicability to the Bonds, such as the possibility of unscheduled draws
on debt service reserves or credit enhancements, substitution of credit or liquidity providers or their failure to perform, and matters
affecting collateral for the Bonds.
Standard & Poor’s Financial Services LLC (S&P Global Ratings) upgraded its rating on the County’s outstanding general
obligation debt from AA to AA+ on April 1, 2014; notice of such upgrade was not posted on EMMA until April 25, 2014. Except
as indicated in the previous sentence (to the extent the same constitutes a material failure), the County has not failed in the past
five years to comply, in all material respects, with any previous continuing disclosure undertaking entered into by the County
pursuant to Rule 15c2-12.
Sale at Competitive Bidding
The Bonds were offered by the County at competitive bidding on May 8, 2018, in accordance with the official Notice of
Sale (a copy of which is attached as Appendix C). The interest rates shown on the cover page of this Official Statement are the
interest rates resulting from the award of the Bonds at the competitive bidding. The prices or yields shown on the cover page of
this Official Statement were furnished by _________________, the successful bidder for the Bonds. All other information
concerning the nature and terms of any re-offering should be obtained from the successful bidder for the Bonds and not from the
County.
MISCELLANEOUS
Washington County, Maryland 51
Legal Matters
All legal matters incident to the authorization, issuance and sale of the Bonds are subject to the approval of Funk &
Bolton, P.A., Baltimore, Maryland, Bond Counsel. Delivery of the Bonds is conditioned upon delivery by Bond Counsel of an
opinion relating to the Bonds substantially in the form set forth in Appendix B to this Official Statement. The certified text of the
approving legal opinion for the Bonds will be printed on or attached to the Bonds. Independent Auditors
The financial statements as of June 30, 2017, and for the year then ended, included in Appendix A to this Official
Statement, have been audited by SB & Company, LLC, independent auditors, as stated in their report appearing herein.
Financial Advisor
Public Advisory Consultants, Inc., Owings Mills, Maryland (the “Financial Advisor”) is a registered municipal advisor
with the Municipal Securities Rulemaking Board and serves as financial advisor in connection with the issuance of the Bonds and
other matters related to the County’s finances. The Financial Advisor has not been engaged, nor has it undertaken, to audit,
authenticate or otherwise verify the information set forth in this Official Statement, or any other related information available to the
County, with respect to accuracy and completeness of disclosure of such information. The Financial Advisor makes no guaranty,
warranty or other representation respecting the accuracy and completeness of this Official Statement or any other matter related to
the Official Statement. The Financial Advisor does not engage in the underwriting, selling, or trading of securities.
This Official Statement has been approved and authorized by the County for use in connection with the sale of the Bonds.
COUNTY COMMISSIONERS OF
WASHINGTON COUNTY
By:
President, Board of County Commissioners
Open Session Item
SUBJECT: Presentation of Draft 3 of the FY2019 General Fund Budget and 2019-2028
Capital Budget
PRESENTATION DATE: April 24, 2018
PRESENTATION BY: Sara Greaves, Chief Financial Officer, Kim Edlund, Director of Budget
& Finance
RECOMMENDED MOTION: The Office of Budget & Finance would like a consensus to
move the budget presented forward to Public Hearing on May 15, 2018.
REPORT-IN-BRIEF: The CFO will discuss changes to the budgets and answer related
questions.
DISCUSSION: General discussion by CFO on any project changes included in the Capital 10-
Year Plan – Draft 3 from the previously presented version. The General Fund budget will be
presented in a similar manner. The CFO would like to move these budgets forward to Public
Hearing.
FISCAL IMPACT: The FY2019 General Fund Budget – Draft 3 is $229,639,310. The
Capital Improvement Budget – Draft 3 includes a budget of $42,958,000 for Fiscal Year 2019.
CONCURRENCES: Not applicable
ALTERNATIVES: Not applicable
ATTACHMENTS: Fiscal Year 2019 Budget Update, General Fund Revenue and Expense
Summary; FY2019 10 Year Capital Improvement Plan
AUDIO/VISUAL NEEDS: Not applicable
Board of County Commissioners of Washington County, Maryland
Agenda Report Form
FISCAL YEAR 2019
Budget Update
April 24, 2018
Page 1 of 3
This budget update is provided to inform upon and address only those items which have been further
evaluated since the last budget presentation. The final draft budget will be prepared to address the
Washington County Board of County Commissioners (Board) direction for the formal budget hearing on
May 15.
Regarding the Board of Education (BOE), the Board appropriated $2.2 million more in FY 2018 and $1.5
million more in FY 2019 than each of the respective prior year operating budgets. The values account for
more than 44% of the General Fund of all taxpayer dollars. The Board has held the FY 2019 increase in
wage to 1.5% for County staff while the BOE wage increase for the same period will be up to 3.0%. In FY
2018, the Board has already approved $808,830 in budget transfers for the BOE to direct funds towards
security enhancements in capital funding; the proposed budget will provide further capital funding for
security enhancements. The proposed budget will also increase capital appropriations to the BOE by $1.9
million in FY 2019 and by $1.5 million in FY 2020. Further capital spending increases occur over the next
nine years. In addition to local funding, the State has funded the BOE at the following approximate values
for operating expenses: FY 2017 $166 million; FY 2018 $172 million; FY 2019 $175 million.
Regarding the Training Center, the budget for the Training Center has increased from $5 million to $11.5
million without a gymnasium or any similar facilities. A joint site location offered for the consideration of
mutual benefit in the draft capital budget has been removed. The Training Center budget will remain at
$11.5 million with no gymnasium or similar facility. Co-location will no longer be considered.
Regarding enterprise funds, the water, sewer, and landfill are self-supporting (enterprise) funds.
Enterprise funds rely upon user fees to help generate the revenue necessary to provide service. Fees are
determined by the cost to provide service. The general fund (tax payer dollars) and grants may serve to
support enterprise funds; however, the primary means of sustaining service is typically user fees.
Presented below are three scenarios for both operating and capital expenditures in the FY 2019 draft budget.
Draft 3 Operating (Baseline)
Due to a change in expense directed by the State Department of Taxation and Assessment,
$485,680 is available in the FY 2019 Proposed Budget. The distribution of the available funds is
provided below:
Budget reduction due to recent State cost update (485,680)
Pre-K; two new Teachers and two new Assistants 230,000
County department reviews resulting from study 150,000
EMS Hancock and CRS Rescue Squad funding addition 50,000
County Rental income correction due to prior error 15,710
County Systemic Facilities (Dwyer, MLK) 33,970
VFRA funding addition 6,000
Page 2 of 3
Draft 4A Operating
In addition to the increase of $230,000 in Baseline budget, to increase BOE funding by $500,000
in total, while meeting all other budget commitments, the following reductions of 31% will be
required of various other budgets.
Draft 4B Operating
In addition to the increase of $230,000 in Baseline budget, to increase BOE funding to
$1,000,000 in total, while meeting all other budget commitments, the following reductions of
88% will be required of various other budgets.
Total 31% of Total
(48,670) (15,088)
(16,950) (5,255)
(183,368) (56,844)
-
(48,500) (15,035)
(6,000) (1,860)
(90,000) (27,900)
(34,000) (10,540)
(60,000) (18,600)
(292,290) (90,610)
(92,680) (28,731)
(872,458) (270,462)
Library
Cadet Program
VFRA adjustment to allocation
HWY appropriation for Snow Removal
Roof and Electrical projects
Animal Control
HCC
OT previously approved for Judicial
OT previously approved for Sheriff
Public Safety personnel Replacement Plan
Note - Will be offset somewhat with OT increases
Total 88% of Total
(48,670) (42,830)
(16,950) (14,916)
(183,368) (161,364)
-
(48,500) (42,680)
(6,000) (5,280)
(90,000) (79,200)
(34,000) (29,920)
(60,000) (52,800)
(292,290) (257,215)
(92,680) (81,558)
(872,458) (767,763)
HWY appropriation for Snow Removal
Roof and Electrical projects
Animal Control
HCC
Library
OT previously approved for Judicial
OT previously approved for Sheriff
Public Safety personnel Replacement Plan
Note - Will be offset somewhat with OT increases
Cadet Program
VFRA adjustment to allocation
Page 3 of 3
Draft 3 CAPITAL (Baseline)
Due to savings in miscellaneous capital projects administered by the County, funds are available
to provide to the Board of Education for safety enhancements in Washington County Public
Schools (WCPS). The minimum distribution of funds available immediately is provided below.
The funds may be used to match state funding, reportedly to become available. In addition,
consideration joint site location has been eliminated.
Savings from miscellaneous projects available immediately (204,000)
Increase funding to address local match for State funding 204,000
Draft 4A CAPITAL
To provide additional funding for WCPS vestibule improvements and wall construction in open
classroom schools, savings in the capital budget may be reallocated to BOE – Capital
Maintenance Project. Every effort would be made to coordinate County funding schedule with
BOE funding need. The values below are in addition to the baseline, draft 3.
County CIP Savings distributed FY19-21 (1,000,000)
BOE – Capital Maintenance increase FY19-21 1,000,000
Draft 4B CAPITAL
To provide additional funding for WCPS vestibule improvements and wall construction in open
classroom schools, various projects in the capital budget may be reduced and funds reallocated
to BOE – Capital Maintenance Project. Every effort would be made to coordinate County
funding schedule with BOE funding need. The values below are in addition to the baseline, draft
3.
County CIP Savings FY19-21 (1,000,000)
Multi-Purpose Facility reduction FY20-22 (250,000)
Pavement Maintenance and Rehab reduction FY20-22 (250,000)
BOE – Capital Maintenance increase FY19-22 2,500,000
Page
Ref
Account
Number Funding Source
FY2019
Proposed
Budget
$ Change % Change
FY2018
Original
Budget
General Revenues
Property Tax
4-1 400000 Real Estate Tax 113,679,470 2,642,300 2.38%111,037,170
4-1 400120 Corporate Personal Property - Current 14,057,110 299,570 2.18%13,757,540
4-1 400140 State Administration Fees (580,000)0 0.00%(580,000)
4-1 400200 Interest on Property Tax 370,000 (30,000)-7.50%400,000
4-1 400210 Interest - Prior Year 15,000 (15,000)-50.00%30,000
4-1 400220 County Payment In Lieu of Tax 288,210 (16,750)-5.49%304,960
4-1 400230 Enterprise Zone Tax Reimbursement 223,930 (49,560)-18.12%273,490
4-1 400250 Service Charge Semi-Annual Tax 30,000 0 0.00%30,000
4-1 400260 Property Tax Sales 60,000 0 0.00%60,000
4-1 400300 Enterprise Zone Tax Credit (447,860)99,110 -18.12%(546,970)
4-1 400320 County Homeowners Tax Credit (230,000)20,000 -8.00%(250,000)
4-1 400330 Agricultural Tax Credit (390,000)(10,000)2.63%(380,000)
4-1 400340 Historical Tax Credit (1,000)0 0.00%(1,000)
4-1 400345 Other Tax Credits (82,450)(28,830)53.77%(53,620)
4-1 400355 Disabled Veteran's Credit (240,000)(60,000)33.33%(180,000)
4-1 400400 Discount Allowed on Property Tax (325,000)(5,000)1.56%(320,000)
4-1 496020 Federal Payment in Lieu of Taxes 20,840 0 0.00%20,840
126,448,250 2,845,840 2.30%123,602,410
Local Tax
4-15 400500 Income Tax 84,000,000 2,000,000 2.44%82,000,000
4-15 400510 Admissions & Amusements Tax 255,000 (25,000)-8.93%280,000
4-15 400520 Recordation Tax 6,500,000 500,000 8.33%6,000,000
4-15 400530 Trailer Tax 550,000 25,000 4.76%525,000
91,305,000 2,500,000 2.82%88,805,000
Interest
4-22 404400 Interest - Investments 650,000 250,000 62.50%400,000
4-22 404410 Interest - Municipal Investment 30,000 5,000 20.00%25,000
4-22 404420 Interest, Penalties & Fees 12,400 12,400 100.00%0
692,400 267,400 62.92%425,000
Total General Revenues 218,445,650 5,613,240 2.64%212,832,410
Program Revenues
Charges for Services - Other
Circuit Court
4-24 486070 Reimbursed Expenses - Circuit Court 8,420 0 0.00%8,420
4-24 486075 Circuit Court - Jurors 75,000 0 0.00%75,000
83,420 0 0.00%83,420
State's Attorney
4-24 486000 Reimbursed Expenses - State's Attorney 30,000 (25,000)-45.45%55,000
Purchasing
4-24 490020 Sale of Publications 0 (1,500)-100.00%1,500
Information Technology
4-24 403055 Other Planning Fees (GIS Plots)100 0 0.00%100
100 0 0.00%100
General Fund Revenues - Draft #3
Washington County, Maryland
FY 2019
Page
Ref
Account
Number Funding Source
FY2019
Proposed
Budget
$ Change % Change
FY2018
Original
Budget
General Fund Revenues - Draft #3
Washington County, Maryland
FY 2019
Weed Control
4-24 403120 Weed Control Fees 215,960 9,970 4.84%205,990
General
4-24 403135 Sheriff Auxiliary 10,000 0 0.00%10,000
4-24 404510 Rental - Building 82,410 (840)-1.01%83,250
4-24 485000 Reimburse Administrative 6,500 (1,000)-13.33%7,500
4-24 490000 Miscellaneous 151,490 1,490 0.99%150,000
4-24 490010 Gain or Loss on Sale of Asset 50,000 25,000 100.00%25,000
4-24 490080 Bad Check Fee 500 0 0.00%500
300,900 24,650 8.92%276,250
Plan Review and Permitting
4-28 401040 Miscellaneous Licenses 700 0 0.00%700
4-28 401070 Building Permits - Residential 165,000 10,000 6.45%155,000
4-28 401080 Building Permits - Commercial 120,000 10,000 9.09%110,000
4-28 401085 Municipal Fees 5,000 (11,000)-68.75%16,000
4-28 401090 Electrical Licenses Fees 11,000 (77,000)-87.50%88,000
4-28 401100 Electrical Permit - Residential 225,000 (25,000)-10.00%250,000
4-28 401110 Electrical Permit - Commercial 130,000 0 0.00%130,000
4-28 401115 HVAC Registration Fees 3,000 (15,000)-83.33%18,000
4-28 401120 HVAC Permit - Residential 95,000 (10,000)-9.52%105,000
4-28 401130 HVAC Permit - Commercial 47,000 0 0.00%47,000
4-28 401140 Other Permit Fees 42,000 0 0.00%42,000
4-28 401160 Plumbing Licenses Fees 6,000 (20,000)-76.92%26,000
4-28 401170 Plumbing Permits - Residential 110,000 0 0.00%110,000
4-28 401180 Plumbing Permits - Commercial 42,000 0 0.00%42,000
4-28 402020 Fines and Fofeitures 300 0 0.00%300
4-28 403035 Technology Fees 50,000 5,000 11.11%45,000
4-28 403045 Review Fees 170,000 20,000 13.33%150,000
4-28 440110 Drawings/Blue Line Prints 400 0 0.00%400
4-28 486045 Reimbursed Expense - Other 20,000 0 0.00%20,000
1,242,400 (113,000)-8.34%1,355,400
Engineering
4-28 440110 Drawings/Blue Line Prints 3,000 0 0.00%3,000
4-28 486010 Reimbursed Expenses - Engineering 0 0 0.00%0
3,000 0 0.00%3,000
Construction
4-29 401140 Other Permit Fees 500 0 0.00%500
4-29 402020 Fines & Forfeitures 500 0 0.00%500
4-29 403045 Review Fees 7,000 0 0.00%7,000
4-29 403055 Other Planning Fees 250 0 0.00%250
8,250 0 0.00%8,250
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Number Funding Source
FY2019
Proposed
Budget
$ Change % Change
FY2018
Original
Budget
General Fund Revenues - Draft #3
Washington County, Maryland
FY 2019
Planning and Zoning
4-31 403040 Rezoning 7,000 0 0.00%7,000
4-31 403050 Development Fees 500 0 0.00%500
4-31 403055 Other Planning Fees 400 0 0.00%400
4-31 403030 Zoning Appeals 16,000 0 0.00%16,000
23,900 0 0.00%23,900
Sheriff - Judicial
4-32 402010 Peace Order Service 7,000 0 0.00%7,000
4-32 403010 Sheriff Fees - Judicial 52,000 0 0.00%52,000
59,000 0 0.00%59,000
Sheriff - Process Servers
4-32 402010 Peace Order Service 214,000 0 0.00%214,000
Sheriff - Patrol
4-32 402000 Parking Violations 600 0 0.00%600
4-32 402040 School Bus Camera Fines 20,000 0 0.00%20,000
4-32 486020 Reimbursed Expenses - Patrol 185,000 45,000 32.14%140,000
4-32 490020 Sale of Publications 6,500 0 0.00%6,500
Speed Cameras 4,840,000 2,440,000 101.67%2,400,000
5,052,100 2,485,000 96.80%2,567,100
Sheriff - Central Booking
4-32 404510 Rental Income 15,720 0 0.00%15,720
Sheriff - Detention Center
4-32 403080 Housing Federal Prisoners 240 0 0.00%240
4-32 403090 Housing State Prisoners 246,060 21,060 9.36%225,000
4-32 403100 Home Detention Fees 15,000 (30,960)-67.36%45,960
4-32 403110 Prisoners Release Program Fees 15,000 (14,000)-48.28%29,000
4-32 486050 Reimbursed Expenses - Detention 2,370 (4,630)-66.14%7,000
4-32 486055 Alien Inmate Reimbursement 15,000 0 0.00%15,000
4-32 486060 Social Security Income Reimbursement 20,000 9,500 90.48%10,500
313,670 (19,030)-5.72%332,700
Sheriff - Day Reporting Center
4-32 403075 Day Reporting Fees 20,160 (25,200)-55.56%45,360
Narcotics Task Force
4-32 486030 Reimbursed Expenses - NTF 345,850 7,130 2.10%338,720
Emergency Services
4-33 403060 False Alarm Fines 25,000 (35,000)-58.33%60,000
4-33 486040 Reimbursed Expenses - Emergency Management 405,630 0 0.00%405,630
4-33 403070 EMCS Salary Reimbursement 15,600 0 0.00%15,600
446,230 (35,000)-7.27%481,230
Wireless Communications
4-33 404520 Rental - Other 42,400 18,170 74.99%24,230
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FY2019
Proposed
Budget
$ Change % Change
FY2018
Original
Budget
General Fund Revenues - Draft #3
Washington County, Maryland
FY 2019
Parks
4-36 404000 Sale of Wood 6,000 0 0.00%6,000
4-36 404010 Rental Fees 40,000 (5,000)-11.11%45,000
4-36 404020 Ballfield Fees 10,800 0 0.00%10,800
4-36 404030 Ballfield Lighting Fee 3,000 0 0.00%3,000
4-36 404040 Concession Fee 5,000 500 11.11%4,500
4-36 404300 Program Fees 9,000 0 0.00%9,000
4-36 490060 Contribution from Residents 1,000 0 0.00%1,000
4-36 499420 Fuel 1,500 0 0.00%1,500
76,300 (4,500)-5.57%80,800
Martin L. Snook Pool
4-36 404100 Swimming Pool Fees 57,000 0 0.00%57,000
4-36 404110 Swimming Pool - Concession Fee 15,000 0 0.00%15,000
72,000 0 0.00%72,000
Fitness and Recreation
4-36 404300 Program Fees 320,000 (16,750)-4.97%336,750
Total Charges for Services 8,885,360 2,304,940 35.03%6,580,420
Grants
4-38 495000 Operating Grant - Law Enforcement 455,000 15,000 3.41%440,000
4-38 496110 State Aid - Police Protection 691,800 11,070 1.63%680,730
4-38 496120 911 Fees 850,000 0 0.00%850,000
4-38 401190 Marriage Licenses 55,000 0 0.00%55,000
4-38 401200 Alcoholic Beverages License 5,000 0 0.00%5,000
4-38 401210 Trader's License 210,000 10,000 5.00%200,000
4-38 402020 Fines & Forfeitures 30,000 (20,000)-40.00%50,000
4-38 403130 Marriage Ceremony Fees 4,000 0 0.00%4,000
4-38 495100 Operating - Federal Grants 7,500 0 0.00%7,500
Total Grants for Operations 2,308,300 16,070 0.70%2,292,230
Total Program Revenues 11,193,660 2,321,010 26.16%8,872,650
Total General Fund Proposed Revenue 229,639,310 7,934,250 3.58%221,705,060
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FY 2019
Requested
Budget
Adjustment
FY 2019
Proposed
Budget
$ Change % Change
FY 2018
Original
Budget
Education:
Direct Primary:
5-1 90000 Board of Education 99,353,010 (822,250)98,530,760 1,477,350 1.52%97,053,410
99,353,010 (822,250)98,530,760 1,477,350 1.52%97,053,410
Secondary:
5-2 90040 Hagerstown Community College 10,132,720 (97,430)10,035,290 292,290 3.00%9,743,000
Other:
5-7 93400 Free Library 3,201,850 (19,840)3,182,010 92,680 3.00%3,089,330
5-9 10990 Clear Spring Library Building 12,000 12,000 0 0.00%12,000
5-14 10991 Smithsburg Library Building 12,000 12,000 0 0.00%12,000
5-15 10992 Boonsboro Library Building 12,000 12,000 0 0.00%12,000
3,237,850 (19,840)3,218,010 92,680 2.97%3,125,330
Total Education 112,723,580 (939,520)111,784,060 1,862,320 1.69%109,921,740
Law Enforcement:
5-17 11300 Sheriff - Judicial 2,768,290 (2,430)2,765,860 228,890 9.02%2,536,970
5-23 11305 Sheriff - Process Servers 155,810 0 155,810 11,920 8.28%143,890
5-27 11310 Sheriff - Patrol 12,245,280 (275,130)11,970,150 1,716,900 16.74%10,253,250
5-55 11315 Sheriff - Central Booking 942,740 (28,990)913,750 (26,610)-2.83%940,360
5-64 11320 Sheriff - Detention Center 14,596,780 (10,500)14,586,280 411,190 2.90%14,175,090
5-82 11321 Sheriff - Day Reporting Center 552,760 (2,000)550,760 3,730 0.68%547,030
5-98 11330 Sheriff - Narcotics Task Force 807,190 0 807,190 55,240 7.35%751,950
32,068,850 (319,050)31,749,800 2,401,260 8.18%29,348,540
Emergency Services:
5-106 93110 Civil Air Patrol 3,600 3,600 0 0.00%3,600
5-107 11420 Air Unit 44,430 (6,000)38,430 10,210 36.18%28,220
5-112 11430 Special Operations 104,920 (26,000)78,920 (395,610)-83.37%474,530
5-118 93130 Fire & Rescue Volunteer Services 7,176,870 (20,190)7,156,680 270,100 3.92%6,886,580
5-139 11440 911 - Communications 5,205,770 (362,660)4,843,110 174,540 3.74%4,668,570
5-149 11520 EMS Operations 1,751,930 (284,960)1,466,970 49,990 3.53%1,416,980
5-170 11525 Fire Operations 1,497,110 (132,930)1,364,180 1,131,130 485.36%233,050
5-177 11530 Emergency Management 317,380 (58,570)258,810 75,820 41.43%182,990
5-188 11540 Wireless Communications 1,390,660 (32,500)1,358,160 136,560 11.18%1,221,600
17,492,670 (923,810)16,568,860 1,452,740 9.61%15,116,120
Other:
5-194 93100 Animal Control Services - Humane Society 1,401,600 1,401,600 60,000 4.47%1,341,600
Total Public Safety 50,963,120 (1,242,860)49,720,260 3,914,000 8.54%45,806,260
Washington County, Maryland
General Fund Expenditures - Draft #3
FY 2019
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Center Department/Agency
FY 2019
Requested
Budget
Adjustment
FY 2019
Proposed
Budget
$ Change % Change
FY 2018
Original
Budget
Washington County, Maryland
General Fund Expenditures - Draft #3
FY 2019
Operating/Capital Transfer
Operating:
5-199 91020 Highway 9,338,450 (466,270)8,872,180 721,070 8.85%8,151,110
5-201 91021 Solid Waste 1,745,710 (784,010)961,700 488,070 103.05%473,630
5-203 91023 Agricultural Education Center 197,720 197,720 13,780 7.49%183,940
5-205 91024 Grant Management 245,060 245,060 (71,160)-22.50%316,220
5-207 91028 Land Preservation 113,180 113,180 (23,370)-17.11%136,550
5-209 91029 HEPMPO 7,710 380 8,090 140 1.76%7,950
5-210 91040 Utility Administration 201,950 201,950 0 0.00%201,950
5-211 91044 Transit 484,470 484,470 0 0.00%484,470
5-212 91045 Airport 14,500 14,500 0 0.00%14,500
5-213 91046 Golf Course 309,970 309,970 (9,050)-2.84%319,020
5-215 92010 Municipality in Lieu of Bank Shares 38,550 38,550 0 0.00%38,550
12,697,270 (1,249,900)11,447,370 1,119,480 10.84%10,327,890
Capital:
5-216 91230 Capital Improvement Fund 5,610,000 (569,000)5,041,000 41,000 0.82%5,000,000
5-218 12700 Debt Service 15,099,890 (783,910)14,315,980 (888,590)-5.84%15,204,570
20,709,890 (1,352,910)19,356,980 (847,590)-4.20%20,204,570
Total Operating/Capital Transfers 33,407,160 (2,602,810)30,804,350 271,890 0.89%30,532,460
Other Government Programs:
Courts:
5-220 10200 Circuit Court 1,620,960 1,620,960 61,260 3.93%1,559,700
5-225 10210 Orphans Court 30,920 30,920 0 0.00%30,920
5-227 10220 State's Attorney 3,560,920 3,560,920 109,130 3.16%3,451,790
5,212,800 0 5,212,800 170,390 3.38%5,042,410
State:
5-231 94000 Health Department 2,339,270 2,339,270 0 0.00%2,339,270
5-238 94010 Social Services 435,560 435,560 11,170 2.63%424,390
5-253 94020 University of MD Extension 240,820 240,820 3,790 1.60%237,030
5-258 94030 County Cooperative Extension 38,730 38,730 0 0.00%38,730
5-262 10400 Election Board 1,272,770 (87,290)1,185,480 39,490 3.45%1,145,990
5-279 12300 Soil Conservation 218,180 218,180 12,140 5.89%206,040
5-286 12400 Weed Control 215,960 215,960 15,920 7.96%200,040
5-288 12410 Gypsy Moth Program 10,000 10,000 0 0.00%10,000
4,771,290 (87,290)4,684,000 82,510 1.79%4,601,490
Community Funding:
5-289 93000 Community Funding 1,700,000 1,700,000 (26,100)-1.51%1,726,100
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FY 2019
Requested
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Adjustment
FY 2019
Proposed
Budget
$ Change % Change
FY 2018
Original
Budget
Washington County, Maryland
General Fund Expenditures - Draft #3
FY 2019
General Operations:
5-292 10100 County Commissioners 325,340 325,340 40,910 14.38%284,430
5-295 10110 County Clerk 117,040 117,040 12,670 12.14%104,370
5-298 10300 County Administrator 479,410 479,410 4,910 1.03%474,500
5-302 10310 Public Relations and Marketing 463,890 (2,900)460,990 38,360 9.08%422,630
5-308 10500 Budget & Finance 1,438,320 18,850 1,457,170 21,870 1.52%1,435,300
5-313 10510 Independent Accounting & Auditing 70,000 70,000 0 0.00%70,000
5-314 10520 Purchasing 512,020 (2,210)509,810 (24,270)-4.54%534,080
5-318 10530 Treasurer 483,770 483,770 22,950 4.98%460,820
5-320 10600 County Attorney 789,800 789,800 68,380 9.48%721,420
5-323 10700 Human Resources 842,920 842,920 83,880 11.05%759,040
5-328 10970 Central Services 210,340 (72,110)138,230 (13,670)-9.00%151,900
5-337 11000 Information Technology 2,516,080 (20,000)2,496,080 92,210 3.84%2,403,870
5-340 11200 General Operations 4,260,300 1,561,400 5,821,700 1,013,600 21.08%4,808,100
12,509,230 1,483,030 13,992,260 1,361,800 10.78%12,630,460
Other:
5-343 11100 Women's Commission 2,000 0 2,000 0 0.00%2,000
5-344 11140 Diversity and Inclusion Committee 2,000 2,000 2,000 100.00%0
4,000 0 4,000 2,000 0 2,000
Medical:
5-346 11550 Medical Examiner 20,000 0 20,000 0 0.00%20,000
Public Works:
5-347 11600 Public Works 252,940 (2,550)250,390 9,420 3.91%240,970
Engineering and Construction:
5-352 11620 Engineering 2,148,380 2,148,380 9,770 0.46%2,138,610
5-358 11630 Construction 1,946,670 (59,310)1,887,360 9,160 0.49%1,878,200
4,095,050 (59,310)4,035,740 18,930 0.47%4,016,810
Plan Review & Permitting
5-367 11610 Plan Review & Permitting 1,480,780 (880)1,479,900 (5,080)-0.34%1,484,980
Planning and Zoning:
5-373 10800 Planning and Zoning 763,660 763,660 37,830 5.21%725,830
5-378 10810 Board of Zoning Appeals 58,440 58,440 5,000 9.36%53,440
822,100 0 822,100 42,830 5.50%779,270
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FY 2019
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Budget
Adjustment
FY 2019
Proposed
Budget
$ Change % Change
FY 2018
Original
Budget
Washington County, Maryland
General Fund Expenditures - Draft #3
FY 2019
Parks and Recreation:
5-380 11900 Parks 2,175,650 (265,040)1,910,610 102,010 5.64%1,808,600
5-392 12000 Martin L. Snook Pool 148,290 148,290 15,190 11.41%133,100
5-395 12200 Fitness and Recreation 977,250 (6,000)971,250 63,300 6.97%907,950
3,301,190 (271,040)3,030,150 180,500 6.33%2,849,650
Facilities:
5-399 10900 Martin Luther King Building 112,710 (30,900)81,810 1,410 1.75%80,400
5-402 10910 Administration Building 185,920 185,920 2,320 1.26%183,600
5-404 10915 Administration Building II 127,730 (3,050)124,680 19,330 18.35%105,350
5-406 10930 Court House 645,800 (1,600)644,200 40,950 6.79%603,250
5-410 10940 County Office Building 234,170 (39,490)194,680 (630)-0.32%195,310
5-413 10950 Administration Annex 55,110 (1,510)53,600 (370)-0.69%53,970
5-415 10960 Dwyer Center 48,310 (18,000)30,310 610 2.05%29,700
5-418 10980 Rental Properties 6,000 6,000 4,000 200.00%2,000
5-420 11325 Public Facilities Annex 72,270 (5,350)66,920 13,720 25.79%53,200
1,488,020 (99,900)1,388,120 81,340 6.22%1,306,780
Business Development:
5-422 12500 Business Development 711,180 711,180 (32,500)-4.37%743,680
Total Other Government Programs 36,368,580 962,060 37,330,640 1,886,040 5.32%35,444,600
Total Proposed Expenditures 233,462,440 (3,823,130)229,639,310 7,934,250 3.58%221,705,060
Total Prior Appr.2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
Airport
Passenger Terminal Hold Room Expansion 2,425,000 814,000 882,000 729,000 0 0 0 0 0 0 0 0
Air Traffic Control Tower Replacement 256,000 219,000 0 37,000 0 0 0 0 0 0 0 0
T-Hangar 1,2, & 3 Replacement 405,000 72,000 31,000 32,000 32,000 33,000 28,000 34,000 35,000 35,000 36,000 37,000
Airport Roof Replacement Project 372,000 82,000 22,000 43,000 15,000 15,000 45,000 35,000 55,000 25,000 15,000 20,000
Airport Security System 1,114,000 491,000 130,000 145,000 98,000 100,000 150,000 0 0 0 0 0
Capital Equipment - Airport 3,706,059 1,316,059 250,000 0 20,000 180,000 290,000 120,000 290,000 30,000 900,000 310,000
Land Acquisition-Airport 6,675,000 2,507,000 0 0 0 0 0 1,140,000 1,228,000 590,000 600,000 610,000
Environmental Assessment 1,835,000 835,000 0 0 0 0 1,000,000 0 0 0 0 0
Proposed Taxiway S 1,180,000 0 0 0 0 0 0 0 0 1,180,000 0 0
Runway 9/27 Rehabilitation 6,000,000 0 500,000 2,500,000 3,000,000 0 0 0 0 0 0 0
Runway 9 MALSR 244,000 0 0 0 0 0 0 0 0 0 0 244,000
Snow Removal Equipment Storage Building Expansion 1,950,000 0 0 0 0 0 250,000 1,700,000 0 0 0 0
Taxiway B and H Rehabilitation 2,900,000 0 0 0 250,000 1,650,000 1,000,000 0 0 0 0 0
Taxiway G Rehabilitation 1,920,000 0 0 0 0 0 0 0 0 0 1,920,000 0
Taxiway T Construction 915,000 0 0 159,000 756,000 0 0 0 0 0 0 0
Airport 31,897,059 6,336,059 1,815,000 3,645,000 4,171,000 1,978,000 2,763,000 3,029,000 1,608,000 1,860,000 3,471,000 1,221,000
Bridges
Inspection and Inventory 727,000 170,000 0 165,000 0 22,000 0 171,000 0 24,000 0 175,000
Old Roxbury Road W5372 3,144,077 2,068,077 546,000 530,000 0 0 0 0 0 0 0 0
Spur Road Culvert 07/16 412,000 287,000 125,000 0 0 0 0 0 0 0 0 0
Mousetown Road Culvert 06/02 376,300 251,300 125,000 0 0 0 0 0 0 0 0 0
Bridge Scour Repairs 528,000 296,000 0 0 0 0 0 0 232,000 0 0 0
Halfway Blvd Bridges W0912 2,112,000 115,000 0 1,007,000 990,000 0 0 0 0 0 0 0
Appletown Road Bridge W2184 479,000 0 0 0 0 0 0 0 0 0 479,000 0
Ashton Road Culvert 04/06 399,000 0 0 0 0 0 0 0 0 0 30,000 369,000
Back Road Culvert 11/03 295,000 0 0 0 0 32,000 263,000 0 0 0 0 0
Bowie Road Culvert 305,000 0 0 0 0 0 0 0 35,000 270,000 0 0
Broadfording Road Culvert 04/03 30,000 0 0 0 0 0 0 0 0 0 0 30,000
Burnside Bridge Road Culvert 01/03 329,000 0 0 0 0 0 114,000 215,000 0 0 0 0
Draper Road Culvert 04/07 36,000 0 0 0 0 0 0 0 0 0 0 36,000
Draper Road Culvert 04/08 36,000 0 0 0 0 0 0 0 0 0 0 36,000
Frog Eye Road Culvert 11/06 652,000 0 0 0 0 266,000 386,000 0 0 0 0 0
Greenspring Furnace Road Culvert 15/15 398,000 0 0 0 87,000 311,000 0 0 0 0 0 0
Gruber Road Bridge 04/10 10,000 0 0 0 0 0 0 0 0 0 0 10,000
Harpers Ferry Road Culvert 11/02 541,000 0 0 0 0 0 33,000 508,000 0 0 0 0
Henline Road Culvert 05/05 465,000 0 0 0 0 0 0 34,000 431,000 0 0 0
Hoffman's Inn Road Culvert 05/06 313,000 0 0 0 0 0 0 165,000 148,000 0 0 0
Keefer Road Bridge 15/20 231,000 0 85,000 146,000 0 0 0 0 0 0 0 0
Kretsinger Road Culvert 14/01 316,000 0 0 31,000 285,000 0 0 0 0 0 0 0
Lanes Road Culvert 15/12 317,000 0 0 32,000 285,000 0 0 0 0 0 0 0
Long Hollow Road Culvert 05/07 316,000 0 0 0 0 0 0 66,000 250,000 0 0 0
Mercersburg Road Culvert 04/16 384,000 0 0 0 0 0 0 0 0 0 16,000 368,000
Mooresville Road Culvert 15/21 355,000 0 0 0 0 0 0 0 0 355,000 0 0
Washington County, Maryland
Capital Improvement 10yr Detail - Draft 3
Fiscal Year 2019 - 2028
Total Prior Appr.2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
Washington County, Maryland
Capital Improvement 10yr Detail - Draft 3
Fiscal Year 2019 - 2028
Remsburg Road Culvert 287,000 0 0 0 0 0 0 0 189,000 98,000 0 0
Rinehart Road Culvert 14/03 332,000 0 0 31,000 301,000 0 0 0 0 0 0 0
Slabtown Road Bridge 3,800,000 0 0 0 200,000 1,000,000 2,600,000 0 0 0 0 0
Stone Masonry Bridge Repairs 270,000 0 0 0 0 0 0 0 0 0 270,000 0
Taylors Landing Road Bridge W7101 1,179,000 0 0 0 0 0 0 0 35,000 510,000 634,000 0
Willow Road Culvert 05/10 323,000 0 0 0 0 0 0 0 151,000 172,000 0 0
Yarrowsburg Road Bridge W6191 124,000 0 0 0 0 0 0 0 0 0 124,000 0
Bridges Total 19,821,377 3,187,377 881,000 1,942,000 2,148,000 1,631,000 3,396,000 1,159,000 1,471,000 1,429,000 1,553,000 1,024,000
Drainage
Stream Restoration Various Locations 2,142,000 647,000 0 42,000 426,000 0 45,000 456,000 0 46,000 480,000 0
Stormwater Retrofits 11,530,000 2,404,000 654,000 894,000 586,000 1,084,000 945,000 962,000 979,000 996,000 1,013,000 1,013,000
Hoffmaster and Harpers Ferry Rd 870,000 428,000 442,000 0 0 0 0 0 0 0 0 0
Broadfording Church Road Culvert 231,000 0 0 0 231,000 0 0 0 0 0 0 0
Chestnut Grove Road Drainage 84,000 0 0 84,000 0 0 0 0 0 0 0 0
Draper Road Drainage Improvements 584,000 0 0 0 0 0 0 0 334,000 250,000 0 0
Harpers Ferry Road Drainage, 3600 Block 376,000 0 0 0 75,000 301,000 0 0 0 0 0 0
Shank Road Drainage 153,000 0 0 0 153,000 0 0 0 0 0 0 0
Trego Mountain Road Drainage 315,000 0 0 0 0 0 0 0 0 0 0 315,000
University Road Culvert 203,000 0 0 0 0 0 203,000 0 0 0 0 0
Drainage Total 16,488,000 3,479,000 1,096,000 1,020,000 1,471,000 1,385,000 1,193,000 1,418,000 1,313,000 1,292,000 1,493,000 1,328,000
Education
Board of Education
Capital Maintenance - BOE 17,204,000 1,500,000 2,204,000 1,500,000 1,500,000 1,500,000 1,500,000 1,500,000 1,500,000 1,500,000 1,500,000 1,500,000
Sharpsburg Elem School Replacement 26,786,000 645,000 10,076,000 10,076,000 5,989,000 0 0 0 0 0 0 0
Springfield Middle School Modernization 31,157,000 0 0 0 0 0 0 0 0 10,561,000 10,526,000 10,070,000
Urban Education Campus-BOE Component 22,144,000 4,000,000 6,386,000 6,462,000 5,296,000 0 0 0 0 0 0 0
Western Heights Middle School Modernization 39,038,000 0 0 0 0 9,129,000 9,963,000 10,141,000 9,805,000 0 0 0
Board of Education 136,329,000 6,145,000 18,666,000 18,038,000 12,785,000 10,629,000 11,463,000 11,641,000 11,305,000 12,061,000 12,026,000 11,570,000
Hagerstown Community College
Learning Resource Center Renovations 3,221,000 2,275,000 946,000 0 0 0 0 0 0 0 0 0
Student Center Parking Lot 696,000 35,000 448,000 213,000 0 0 0 0 0 0 0 0
Aquisition of Warehousing Instructional Facility 2,000,000 0 0 0 0 2,000,000 0 0 0 0 0 0
Campus Road & Parking Lot Overlays 2,000,000 0 0 0 0 0 0 0 0 0 0 2,000,000
Campus Road Project 150,000 0 150,000 0 0 0 0 0 0 0 0 0
Center for Business and Entrepreneurial Studies 7,951,000 0 0 361,000 7,590,000 0 0 0 0 0 0 0
Central Receiving Building 4,000,000 0 0 0 0 0 0 0 486,000 1,707,000 1,807,000 0
Commercial Transportation Instructional Facility 2,500,000 0 0 0 0 0 0 1,420,000 1,080,000 0 0 0
LRC Exterior Metal Panel System and Roof Replacement 1,693,000 0 0 0 0 119,000 1,574,000 0 0 0 0 0
Robinwood Center Renovation to Facilities Management and
Operations Building 280,000 0 280,000 0 0 0 0 0 0 0 0 0
SMART/Alternative Energy House/Training Center 1,681,000 1,300,000 381,000 0 0 0 0 0 0 0 0 0
Hagerstown Community College 26,172,000 3,610,000 2,205,000 574,000 7,590,000 2,119,000 1,574,000 1,420,000 1,566,000 1,707,000 1,807,000 2,000,000
Total Prior Appr.2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
Washington County, Maryland
Capital Improvement 10yr Detail - Draft 3
Fiscal Year 2019 - 2028
Public Libraries
Systemic Projects - Library 136,300 36,300 10,000 10,000 10,000 10,000 10,000 10,000 10,000 10,000 10,000 10,000
Hancock Public Library Replace 2,826,000 112,000 10,000 10,000 78,000 2,616,000 0 0 0 0 0 0
Public Libraries 2,962,300 148,300 20,000 20,000 88,000 2,626,000 10,000 10,000 10,000 10,000 10,000 10,000
Education Total 165,463,300 9,903,300 20,891,000 18,632,000 20,463,000 15,374,000 13,047,000 13,071,000 12,881,000 13,778,000 13,843,000 13,580,000
General Government
Cost of Bond Issuance 1,143,600 136,600 98,000 99,000 98,000 98,000 99,000 98,000 99,000 98,000 98,000 122,000
Contingency - General Fund 974,305 224,305 75,000 75,000 75,000 75,000 75,000 75,000 75,000 75,000 75,000 75,000
Systemic Improvements Building 2,390,828 379,828 238,000 196,000 197,000 197,000 196,000 196,000 196,000 197,000 199,000 199,000
County Admin Bldg Exterior 1,014,000 714,000 300,000 0 0 0 0 0 0 0 0 0
Information Systems Replacment Program 1,211,285 155,285 166,000 180,000 50,000 70,000 90,000 100,000 100,000 100,000 100,000 100,000
Financial Sys Manage/Upgrade 1,213,796 698,796 208,000 32,000 32,000 33,000 34,000 34,000 35,000 35,000 36,000 36,000
County Wireless Infrastructure 183,856 151,856 10,000 11,000 11,000 0 0 0 0 0 0 0
GIS Planimetric Update 150,000 74,000 76,000 0 0 0 0 0 0 0 0 0
Tree Forestation 173,548 49,548 21,000 0 22,000 0 22,000 0 29,000 0 30,000 0
General - Equipment and Vehicle Replacement Program 4,459,489 599,489 260,000 400,000 400,000 400,000 400,000 400,000 400,000 400,000 400,000 400,000
Multi-Purpose Facility 7,638,000 0 400,000 1,000,000 1,881,000 2,439,000 1,918,000 0 0 0 0 0
General Government Total 20,552,707 3,183,707 1,852,000 1,993,000 2,766,000 3,312,000 2,834,000 903,000 934,000 905,000 938,000 932,000
Parks and Recreation
BR Capital Equipment Program 441,000 51,000 40,000 40,000 40,000 40,000 40,000 40,000 40,000 40,000 40,000 30,000
Ag Center Drainage Asphalt Imp 45,000 20,000 25,000 0 0 0 0 0 0 0 0 0
Doubs Woods Building/Restrooms 65,000 40,000 25,000 0 0 0 0 0 0 0 0 0
Tennis Court Resurfacing 94,300 52,300 21,000 21,000 0 0 0 0 0 0 0 0
Ag Center Land Development 156,000 51,000 52,000 53,000 0 0 0 0 0 0 0 0
Park Equipment/Surfacing Replacement, Various Locations 192,000 92,000 0 100,000 0 0 0 0 0 0 0 0
Doubs Woods Equipment Storage Building 150,000 0 0 150,000 0 0 0 0 0 0 0 0
Garis Shop Boat Access Parking Lot 50,000 0 50,000 0 0 0 0 0 0 0 0 0
North Central County Park 814,000 0 0 0 0 0 0 0 46,000 47,000 0 721,000
Parking Lot Repair/Overlay, Various Locations 192,000 0 192,000 0 0 0 0 0 0 0 0 0
Parks and Recreation 2,199,300 306,300 405,000 364,000 40,000 40,000 40,000 40,000 86,000 87,000 40,000 751,000
Public Safety
Detention Center - Systemic Projects 3,201,000 601,000 260,000 260,000 260,000 260,000 260,000 260,000 260,000 260,000 260,000 260,000
Police & EMS Training Facility 11,500,000 3,940,000 1,860,000 2,100,000 600,000 600,000 600,000 600,000 600,000 600,000 0 0
Communication Tower(s) Various 876,000 306,000 0 106,000 0 110,000 0 114,000 0 118,000 0 122,000
Motorola Portable Radio Replacement Program 1,231,000 103,000 104,000 106,000 108,000 110,000 112,000 114,000 116,000 118,000 120,000 120,000
Law Enforecment - Vehicle and Equipment Replacement
Program 7,741,000 616,000 600,000 625,000 650,000 675,000 700,000 725,000 750,000 775,000 800,000 825,000
Emergency Services Equipment & Vehicle Program 2,057,183 832,183 0 100,000 100,000 100,000 100,000 100,000 175,000 175,000 175,000 200,000
Volunteer Fire Services Apparatus Reserve Fleet 204,000 204,000 0 0 0 0 0 0 0 0 0 0
County Rescue Fleet Replacement 8,500,000 0 800,000 800,000 800,000 800,000 800,000 800,000 900,000 900,000 900,000 1,000,000
Public Safety 35,310,183 6,602,183 3,624,000 4,097,000 2,518,000 2,655,000 2,572,000 2,713,000 2,801,000 2,946,000 2,255,000 2,527,000
Total Prior Appr.2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
Washington County, Maryland
Capital Improvement 10yr Detail - Draft 3
Fiscal Year 2019 - 2028
Railroad
Railroad Study & Improvements 1,672,837 390,837 279,000 0 0 295,000 0 0 348,000 0 360,000 0
Railroad 1,672,837 390,837 279,000 0 0 295,000 0 0 348,000 0 360,000 0
Road Improvement
Transportation ADA 1,110,450 351,450 0 83,000 82,000 83,000 84,000 86,000 87,000 84,000 85,000 85,000
Pavement Maintenance and Rehab Program 57,998,000 9,041,000 4,500,000 4,500,000 4,500,000 4,501,000 5,000,000 5,001,000 5,031,000 5,000,000 5,210,000 5,714,000
Longmeadow Road 1,730,000 0 0 0 0 0 0 0 0 388,000 1,080,000 262,000
Eastern Boulevard Extended 7,700,000 0 0 0 0 0 938,000 2,512,000 2,975,000 1,275,000 0 0
Eastern Blvd Widening Phase II 5,482,300 1,836,300 665,000 894,000 1,740,000 347,000 0 0 0 0 0 0
Professional Boulevard Bridge Phase I 8,857,000 7,090,000 1,767,000 0 0 0 0 0 0 0 0 0
Professional Boulevard Extended Phase II 4,880,200 2,614,200 246,000 1,928,000 92,000 0 0 0 0 0 0 0
Valley Mall Area Road Improvements Phase II 992,000 0 0 0 0 825,000 167,000 0 0 0 0 0
Professional Boulevard Extended Phase III 1,103,000 0 0 0 0 203,000 900,000 0 0 0 0 0
Crayton Boulevard Extended 3,165,000 2,965,000 150,000 0 0 50,000 0 0 0 0 0 0
Colonel Henry K. Douglas Drive Extended Phase I 3,770,000 3,220,000 550,000 0 0 0 0 0 0 0 0 0
Showalter Road Extended East 1,242,000 510,000 0 0 0 0 0 0 0 0 0 732,000
Halfway Boulevard Extended Phase 1 2,349,000 900,000 1,000,000 449,000 0 0 0 0 0 0 0 0
Bucky Avenue 355,000 0 0 0 0 0 0 0 0 355,000 0 0
Burnside Bridge Road Spot Improvements 544,000 0 0 0 0 0 0 0 0 544,000 0 0
Colonel Henry Douglas Drive Extended Phase II 140,000 0 0 0 0 0 0 0 0 0 0 140,000
E. Oak Ridge Drive/South Pointe Signal 461,000 0 0 0 111,000 350,000 0 0 0 0 0 0
Halfway Boulevard Extended Bridge / Phase II 3,200,000 0 0 0 1,300,000 0 0 1,900,000 0 0 0 0
Mt Aetna Road Spot Improvements 2,399,000 0 0 0 0 0 0 0 0 758,000 1,641,000 0
Professional Boulevard Extended - Phase IV 800,000 0 0 0 0 0 0 800,000 0 0 0 0
Road Improvement 108,277,950 28,527,950 8,878,000 7,854,000 7,825,000 6,359,000 7,089,000 10,299,000 8,093,000 8,404,000 8,016,000 6,933,000
Highways
Highway - Equipment Replacement Program 11,246,000 1,046,000 1,000,000 1,000,000 1,000,000 1,000,000 1,000,000 1,000,000 1,000,000 1,000,000 1,100,000 1,100,000
HWY Western Section - Fuel Tank Replacement 847,000 294,000 192,000 193,000 168,000 0 0 0 0 0 0 0
Highways 12,093,000 1,340,000 1,192,000 1,193,000 1,168,000 1,000,000 1,000,000 1,000,000 1,000,000 1,000,000 1,100,000 1,100,000
Solid Waste
Contingency - Solid Waste 337,000 87,000 0 0 0 0 30,000 30,000 35,000 35,000 60,000 60,000
40 West Truck Loading Facility 500,000 0 0 500,000 0 0 0 0 0 0 0 0
Close Out Cap - Rubblefill 2,092,000 0 0 0 0 100,000 1,992,000 0 0 0 0 0
SW Equip/Vehicle Replacement 312,668 28,668 26,000 27,000 27,000 28,000 28,000 29,000 29,000 30,000 30,000 30,000
40 West Landfill - Cell 5 Construction 4,083,000 0 0 0 0 0 0 440,000 3,472,000 171,000 0 0
40 West Partial Capping 3,051,000 0 0 0 3,051,000 0 0 0 0 0 0 0
City/County Groundwater Investigation 156,000 0 0 0 156,000 0 0 0 0 0 0 0
Kaetzel Transfer Station Retaining Wall Replacement 257,000 0 257,000 0 0 0 0 0 0 0 0 0
Resh Road Pavement Rehabilitation 1,060,000 0 0 1,060,000 0 0 0 0 0 0 0 0
Transfer Station Upgrades 232,000 0 0 0 0 0 0 0 232,000 0 0 0
Solid Waste 12,080,668 115,668 283,000 1,587,000 3,234,000 128,000 2,050,000 499,000 3,768,000 236,000 90,000 90,000
Total Prior Appr.2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
Washington County, Maryland
Capital Improvement 10yr Detail - Draft 3
Fiscal Year 2019 - 2028
Transit
Vehicle Preventive Maintenance 4,128,402 378,402 375,000 375,000 375,000 375,000 375,000 375,000 375,000 375,000 375,000 375,000
Fixed Route Bus Replacement Program 7,558,000 2,994,000 0 978,000 0 652,000 0 0 0 0 0 2,934,000
ADA Bus Replacement 512,915 137,915 0 0 75,000 0 75,000 75,000 0 75,000 0 75,000
Transit 12,199,317 3,510,317 375,000 1,353,000 450,000 1,027,000 450,000 450,000 375,000 450,000 375,000 3,384,000
Water Quality
Utility Administration
Contingency - Utility Admin 135,677 135,677 0 0 0 0 0 0 0 0 0 0
General Building Improvements 1,215,000 101,000 150,000 0 0 0 0 370,000 594,000 0 0 0
Lab Equipment Replacement 310,000 73,000 31,000 21,000 22,000 22,000 22,000 23,000 23,000 24,000 24,000 25,000
WQ Eqiup/Vehicle Replacement Program 1,036,625 226,625 70,000 75,000 75,000 80,000 80,000 80,000 85,000 85,000 90,000 90,000
2,697,302 536,302 251,000 96,000 97,000 102,000 102,000 473,000 702,000 109,000 114,000 115,000
Sewer
Contingency - Sewer 36,939 36,939 0 0 0 0 0 0 0 0 0 0
Replace Grinder Pumps 742,000 26,000 26,000 40,000 60,000 80,000 80,000 80,000 80,000 90,000 90,000 90,000
Pump Station Upgrades - Various Stations 2,967,183 899,183 280,000 0 0 0 153,000 0 0 885,000 0 750,000
Collection System Rehabilitation Project 3,475,087 370,087 0 500,000 0 275,000 560,000 0 870,000 0 900,000 0
Capacity Management Project 9,723,000 1,683,000 520,000 3,180,000 3,240,000 1,100,000 0 0 0 0 0 0
Smithsburg WWTP ENR Upgrade 12,694,387 1,903,387 0 5,391,000 5,400,000 0 0 0 0 0 0 0
Heavy Sewer EQP and VEH Replacement 896,400 347,400 95,000 74,000 39,000 39,000 40,000 41,000 42,000 43,000 96,000 40,000
Potomac Edison Pump Station & Force Main 1,632,000 0 0 0 0 0 1,632,000 0 0 0 0 0
Pen Mar/ Highfield/ Cascade Septic Tank Pumping and
Replacement 105,000 0 35,000 35,000 35,000 0 0 0 0 0 0 0
General WwTP Improvements 4,076,000 0 0 0 0 986,000 0 1,160,000 1,180,000 0 0 750,000
36,347,996 5,265,996 956,000 9,220,000 8,774,000 2,480,000 2,465,000 1,281,000 2,172,000 1,018,000 1,086,000 1,630,000
Water
Contingency - Water 26,800 26,800 0 0 0 0 0 0 0 0 0 0
Water Meter Replacement 499,465 118,465 50,000 50,000 50,000 32,000 32,000 33,000 32,000 33,000 34,000 35,000
Sharpsburg Water Treatment Plant 794,000 204,000 0 0 0 0 0 0 0 590,000 0 0
General WTP Improvements 884,325 62,325 0 0 242,000 0 0 0 580,000 0 0 0
Highfield/Sharpsburg Water Storage Tank 336,000 0 0 0 0 0 0 0 336,000 0 0 0
Mt Aetna Water System Improvements 729,000 0 130,000 0 599,000 0 0 0 0 0 0 0
Sharpsburg Water Meter Cradle Replacement 1,000,000 0 0 250,000 250,000 250,000 250,000 0 0 0 0 0
WQ Main Replacement 4,090,000 0 0 0 0 0 566,000 522,000 2,502,000 0 0 500,000
Water Fund 8,359,590 411,590 180,000 300,000 1,141,000 282,000 848,000 555,000 3,450,000 623,000 34,000 535,000
Water Quality 47,404,888 6,213,888 1,387,000 9,616,000 10,012,000 2,864,000 3,415,000 2,309,000 6,324,000 1,750,000 1,234,000 2,280,000
TOTAL 485,460,586 73,096,586 42,958,000 53,296,000 56,266,000 38,048,000 39,849,000 36,890,000 41,002,000 34,137,000 34,768,000 35,150,000
Total Prior Appr.2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
Washington County, Maryland
Capital Improvement 10yr Detail - Draft 3
Fiscal Year 2019 - 2028
Funding Sources
General Fund 71,511,566 19,918,566 5,041,000 5,350,000 5,611,000 5,447,000 4,800,000 5,285,000 4,784,000 4,869,000 5,655,000 4,751,000
Highway Fund 11,408,000 466,000 866,000 1,108,000 1,518,000 1,350,000 1,350,000 1,350,000 1,350,000 1,350,000 350,000 350,000
Hotel Rental Fund 110,000 110,000 0 0 0 0 0 0 0 0 0 0
Solid Waste Fund 517,000 113,000 26,000 27,000 27,000 28,000 28,000 29,000 29,000 30,000 90,000 90,000
Utility Admin Fund 1,433,902 386,902 101,000 96,000 97,000 102,000 102,000 103,000 108,000 109,000 114,000 115,000
Water Fund 476,265 95,265 50,000 50,000 50,000 32,000 32,000 33,000 32,000 33,000 34,000 35,000
Sewer Fund 3,803,496 2,982,496 61,000 75,000 95,000 80,000 80,000 80,000 80,000 90,000 90,000 90,000
Airport Fund 1,149,000 368,000 86,000 112,000 72,000 73,000 111,000 69,000 90,000 60,000 51,000 57,000
Tax-Supported Bond 136,773,488 16,773,488 12,000,000 12,000,000 12,000,000 12,000,000 12,000,000 12,000,000 12,000,000 12,000,000 12,000,000 12,000,000
Self-Supported Bond 45,234,825 2,435,825 1,407,000 10,530,000 12,677,000 2,404,000 2,754,000 2,041,000 7,041,000 1,724,000 681,000 1,540,000
Transfer Tax 22,100,000 2,100,000 2,000,000 2,000,000 2,000,000 2,000,000 2,000,000 2,000,000 2,000,000 2,000,000 2,000,000 2,000,000
Excise Tax - Schools 4,235,000 385,000 385,000 385,000 385,000 385,000 385,000 385,000 385,000 385,000 385,000 385,000
Excise Tax - Roads 1,530,320 270,320 126,000 126,000 126,000 126,000 126,000 126,000 126,000 126,000 126,000 126,000
Excise Tax - Other 319,000 29,000 29,000 29,000 29,000 29,000 29,000 29,000 29,000 29,000 29,000 29,000
Excise Tax - Library 144,929 44,929 10,000 10,000 10,000 10,000 10,000 10,000 10,000 10,000 10,000 10,000
Excise Tax - Non-Residential 973,000 473,000 50,000 50,000 50,000 50,000 50,000 50,000 50,000 50,000 50,000 50,000
Capital Reserve - General 4,844,000 700,000 704,000 0 0 0 516,000 472,000 2,452,000 0 0 0
Capital Reserve - Utility 120,000 120,000 0 0 0 0 0 0 0 0 0 0
Capital Reserve - Sewer 114,000 114,000 0 0 0 0 0 0 0 0 0 0
Capital Reserve - Water 875,000 50,000 0 200,000 175,000 0 0 0 0 0 0 450,000
Federal Grant 51,354,440 14,392,440 3,248,000 5,391,000 5,669,000 3,269,000 4,681,000 4,024,000 1,594,000 1,953,000 3,378,000 3,755,000
State Grant 109,934,355 5,779,355 15,265,000 15,429,000 13,602,000 8,117,000 9,050,000 8,228,000 8,497,000 8,323,000 8,832,000 8,812,000
Contributions 16,499,000 4,989,000 1,503,000 328,000 2,073,000 2,546,000 1,745,000 576,000 345,000 996,000 893,000 505,000
TOTAL 485,460,586 73,096,586 42,958,000 53,296,000 56,266,000 38,048,000 39,849,000 36,890,000 41,002,000 34,137,000 34,768,000 35,150,000
Open Session Item
SUBJECT: Flow Transfer Agreement’s Construction Reserve Fund
PRESENTATION DATE: April 24, 2018
PRESENTATION BY: Mark Bradshaw, PE – Deputy Director of Engineering Services,
Department of Environmental Management
RECOMMENDED MOTION: Move to close the Construction Reserve Fund and divide the fund
equally between the City and County. The County’s portion of the funds shall be transferred to
LIN040-Collection System Rehab.
REPORT-IN-BRIEF: In August 2003, the County and City entered into a Flow Transfer
Agreement. In exchange for the City providing sewage treatment to County residents, the County
agreed to accept the flow from the City’s Pump Station #13 (across from the Washington County
Detention Center) to offset the capacity the City is utilizing to treat County sewage.
The agreement also established a Construction Reserve Charge that would be added to allocation
fees. These funds then would be deposited into a Construction Reserve Fund that is managed by the
County. The agreement states that these funds were to be utilized to finance future improvements to
the City and County wastewater systems, but in the event funds are not spent after 10 years, the
proceeds shall be divided equally between the City and County. The Construction Reserve Fund
balance is $641,860.04 as of end of March 2018.
DISCUSSION: The County’s portion of the fund would be transferred to LIN040-Collection System
Rehab. These funds then would be available to perform inflow and infiltration rehab work in the
Maugansville, Fountain Head, and Airport drainage basins that currently flow to the City’s treatment
plant.
FISCAL IMPACT:
CONCURRENCES: Michael Spiker – Director of Utilities, City of Hagerstown
ALTERNATIVES:
ATTACHMENTS: Flow Transfer Agreement By and Between the City of Hagerstown, Maryland
and the Board of County Commissioners of Washington County
AUDIO/VISUAL NEEDS:
Board of County Commissioners of Washington County, Maryland
Agenda Report Form
FLOW TRANSFER AGREEMENT
BY AND BETWEEN
THE CITY OF HAGERSTOWN, MARYLAND AND
THE BOARD OF COUNTY COMMISSIONERS OF WASHINGTON COUNTY
For the Transfer of Flows
from the City of Hagerstown's Wastewater System
to Washington County's Wastewater System
I. INTRODUCTION
August
This Flow Transfer Agreement, hereafter called the "Agreement," dated this5 th of , 2003, by and
between the Mayor and Council of the City of Hagerstown, as the duly -constituted legislative
body of the City of Hagerstown, Maryland, a municipal corporation (hereinafter called the "City")
and the Board of County Commissioners of Washington County, a body corporate and politic and
a subdivision of the State of Maryland (hereinafter called the "County") is to define certain terms,
conditions, and responsibilities for the transfer of wastewater flow from the City wastewater system
to the County wastewater system
The City and County agree that it would be mutually advantageous for both wastewater agencies and
their customers to transfer wastewater flows from the City's service area to the County's service area
for collection and treatment services. This Agreement provides for the transfer of this wastewater
flow during a specified period of time and at an interconnection described herein.
The City and County agree to transfer flows from the City system to the County system in an amount
equivalent to actual, additional customer contributions originating from new allocations to the City's
wastewater system from accounts located outside the corporate boundaries of the City. The total
amount of flow to be transferred under this Agreement will include the flows allocated to customers
outside the City corporate boundaries during the term of this agreement hereinafter described. This
flow will consist of new customer flows, and incremental flows from allocation increases to existing
customers. It will be limited by the maximum amount of representative flow that is physically
available to transfer at the interconnection, or the maximum amount of flow that can be physically
transported by the interconnection to be constructed under this Agreement.
The equivalent amount of these additional flows will be transferred from the City's system at the
interconnection described in Section II of this Agreement. It is agreed by both parties that these
transferred flows represent the sewage contributions from outside City customers regardless of the
source of these flows, and it is recognized that the actual flows transferred may originate from
customers located inside the City's corporate boundaries. The cost of service for treating transferred
flows will be included in the City's calculation of rates for customers located outside City limits as
they currently exist or as they are modified in the future. It is the intent of this Agreement to provide
the physical and administrative mechanisms to enable the Washington County Department of Water
Quality to serve outside City customers on the Hagerstown wastewater system at no cost or financial
obligation to those wastewater customers located inside the City corporate boundaries.
This Agreement also provides for a Construction Reserve Fund for the design and construction of
additional, future interconnections. The Construction Reserve Fund is established by this Agreement
as a financing source only and does not obligate the City or County to the transfer of any additional
flows in excess of the amounts specifically defined in this Agreement. The transfer of any additional
flows beyond those defined herein shall require formal written agreement by the City and County.
H. PHYSICAL INTERCONNECTION
In order to fulfill the purpose of this Agreement, it is agreed that an interconnection between the City
and County wastewater systems will be designed and constructed. This interconnectionwill allow for
diversion of sewage flow flowing to existing City Pump Station 913 to the County owned interceptor
which is generally located or planned to be situated along Hopewell Road on the west side of
Interstate Route 81. A conceptual drawing of this interconnection is attached to this Agreement and
identified as Exhibit A. This interconnection and its appurtenances will be designed to allow for the
transfer of sewage flow in accordance with the terms and conditions of this Agreement.
III. AMOUNT OF FLOW TO BE TRANSFERRED
The City and County agree that the amount of flow to be transferred under this Agreement shall be
determined as follows:
A. Transferred flows will be limited to an amount representing new wastewater contributions
as defined herein that are located outside of the City corporate boundaries. These wastewater
contributions will be based on actual metered water consumption, or metered sewage discharge for
commercial or industrial accounts if such a meter has been approved for use by the appropriate
service provider.
B. The total amount of flows transferred under this Agreement will be based on those flows
(as described under III -A) that cumulatively accrue over the five (5) year period prescribed in Section
VII hereof . The first year accrual for flow transfer and billing purposes will begin 90 days after the
Agreement is signed by both parties.
C. The County and City agree that the amount of flow to be transferred shall be limited to the
amount of wastewater contributions generated in the service area of existing Citypumping station 13.
The County and City also agree that the amount of flow to be transferred shall be limited to the
maximum amount of hydraulic capacity ofthe physical interconnection described in Section It ofthis
Agreement.
D. The County and City recognize that a component of inflow/infiltration could be transferred
to the County's system and agree to cooperate onmonitoring and correcting infiltration if it should
become excessive. The County shall have the authority to monitor flows to determine volume, flow
delivery rate and/or strength of same. Furthermore, all sewerage facilities shall be monitored to assure
compliance with any applicable inflow/infiltration requirements. Upon request from the County, The
City shall permit the County to examine and make copies of all records necessary to effectuate the
purpose of this Agreement. The parties agree that each shall operate their respective facilities in
accordance with all applicable rules, regulations, ordinances, permits, guidelines, and other criteria of
any federal, state, and local agencies and jurisdictions.
IV. COUNTY RESPONSIBILITIES.
County responsibilities under this Agreement include but are not limited to the following:
A. Secure the financing needed to design and construct the interconnection and assume liability for
repayment of any indebtedness as needed.
B. Assume primary responsibility for design and construction of the interconnection including
consulting and coordinating with the City as needed.
C. Operate and maintain the interconnection facilities including periodic adjustments to diverted flow
to achieve the purposes of this Agreement. If mutually agreeable to both wastewater agencies, it is
understood that all flow may be diverted from Pump Station 13 at one time for ease of management,
although billing would still occur as stated in Section VI-C. This would allow for immediate de-
commissioning of the pumping station with associated savings.
D. In accordance with all applicable local, state and federal requirements, regulations and laws,
provide wastewater collection and treatment services to the Hagerstown Water Pollution Control
Department for all flows transferred under this Agreement and submit monthly invoices to the City
for these wastewater services.
E. Maintain records of new outside -City Joint Service wastewater contributions as defined herein,
and provide said records to the City to assist in preparation of information to be submitted for billing
of transferred flows.
F. Remit to the City any appropriate fees and charges collected on their behalf in accordance with the
provisions of Section 6, Financial Arrangements of this Agreement.
G. Establish and maintain a Construction Reserve Fund as established under Section 6, Financial
Arrangements, of this Agreement. At least annually, provide the City a complete audit of the
Construction Reserve Fund.
H. Maintain a reasonably current cost of service calculation to serve as a basis for the rate charged for
collection and treatment services billable to the City.
V. CITY RESPONSIBILITIES
City responsibilities under this Agreement include but are not limited to the following:
A. As needed, assist the County in the design and construction of the interconnection.
B. Operate Pump Station 13 as needed.
C. Supply metered consumption data from the customers as defined herein to allow the County to bill
for transferred flows.
D. Maintain records for total amount of flow being diverted.
E. Remit to the County any appropriate fees and charges collected on behalf of the County in
accordance with the provisions of Section 6, Financial Arrangements of this Agreement.
F. Make payments to the County for collection and treatment services related to transferred flows.
VI. FINANCIAL ARRANGEMENTS
A. Initial Financing for Capital Improvements
The County will secure the financing for the design and construction of the interconnection. It is
anticipated that grant financing will be available for interconnection. If the County does not, or
chooses not to consummate the financing needed for the interconnection, then this agreement maybe
terminated at the sole discretion of the County by issuance of a letter of notification to the City. The
City shall not be liable for any capital financing related to the design and construction of the
interconnection
B. Collection and Distribution of Customer Allocation / Benefit Charizes
Regarding new customers outside the City corporate boundaries, the City and County will assess and
collect uniform initial customer charges at the time of approval for sanitary sewer service. For those
4
customers applying for connection directly to a County owned sewer line, the County will collect
charges on behalf of the City. For those customers applying for connection directly to a City owned
sewer line, the City will collect charges on behalf of the County. The charges referred to in this
section are currently identified as a Benefit Charge for the City and an Allocation Fee for the County.
Upon collection of these charges on behalf of each other party, the amounts collected will be
transferred to the appropriate receiving agency in a timely manner and in accordance with a schedule
and procedure as mutually agreed by the City and County Directors of Finance, respectively. In
addition, both the City and County will collect amounts to be deposited in the construction reserve
fund, and all amounts collected will be transferred to the reserve fund that will be managed by the
County in accordance with this Agreement.
The customer charges to be collected at the time of approval of application for sewer service or
reassessment will hereinafter be collectively referred to as Allocation Fees. The City and County agree
that the prevailing Allocation Fees, per equivalent dwelling unit or 200 gallons per day of domestic
strength waste, at the time of acceptance of this Agreement will be as follows;
City Benefit Charge $1,800
County Connection Charge $1,800
Construction Reserve Charge 300
Total Allocation Fees $3,900
These fees apply to the prospective new customers or annual reassessments to existing customers for
the first five years of assessments pursuant to this Agreement.
After this first five-year period and for the next five years, the Allocation Fees are anticipated to be as
follows:
City Benefit Charge $2,100
County Connection Charge $1,500
Construction Reserve Charge 300
Total Allocation Fees $3,900
There will be a minimum initial assessment for each customer based on 200 gallons per day.
The City or County may change or alter their respective component of these Allocation Charges at
any time when duly authorized and after providing adequate written notice to the other party. Any
change to the construction reserve charges will require the formal agreement and approval of the
Hagerstown Mayor and City Council and the County Commissioners of Washington County. If
neither the City nor County exercises their right to change the Allocation Fees as stipulated in this
agreement, then these Allocation Fees shall remain in full force and effect for both the first and second
five-year periods or ten years in total
C. Service Charges
Service charges for the collection and treatment of flows transferred to the County will be billed to
the City based on thousands of gallons of wastewater accepted and treated based on metered
consumption of new customers as defined in Section III.A. Such service charges shall be based on
generally accepted, utility rate making methods. The City will insure that these service charges shall
be included in the calculation of rates for all classifications of outside City customers receiving benefit
of County treatment of transferred wastewater flows (Note: At this time, these customer classes are.
referred to as Outside City and Joint). Service charges for County treatment of transferred flows shall
not be included in the calculation of rates for City Water and Sewer Department customers located
within the City corporate boundaries. Future calculations of rates for City Water and Sewer
Department. customers shall also be subject to the provisions of this section.
D. Construction Reserve Fund
The County shall establish and maintain, as primary custodian, a construction reserve fund to escrow
the portion of the Allocation Fees that are designated for the construction reserve fund, This fund
shall be used to finance future improvements to the City and County wastewater systems. The City
and County will meet periodically to identify and prioritize specific projects. Expenditures,
withdrawals, or disbursements from the construction reserve fund shall require the formal approval of
both the Hagerstown Mayor and City Council and the County Commissioners of Washington County.
The construction reserve fund shall be held in an interest bearing account with all interest income
accruing to the fund balance for use in accordance with the purpose of the fund.
The County will make records available to the City upon request and provide an audited financial
statement of the fund at least annually.
If after 10 years from the date of this Agreement the City and County mutually agree that there will
be no future uses for the construction reserve fund, then any unexpended proceeds shall be divided
equally between the parties. These proceeds shall be used for capital improvements to the respective
sewer systems, without the necessity for the consent or approval of the other party.
VII. AGREEMENT TERMS
Unless otherwise formally agreed in writing by both the City and County, the following terms shall
apply to this Agreement:
The term for the provision of treatment services for flows transferred to the County wastewater
system is twenty (20) years.
The term for Section III-B of this Agreement is five (5) years.
The term for Section VI-B of this Agreement is ten (10) years.
VIII. CONTINGENCY CLAUSES
The City and County agree that this Agreement is contingent upon consummation of capital financing
for the design and construction of the interconnection.
Neither the City nor the County shall be penalized or bear any unreasonable financial burden for
delays or other matters arising from Force Majeure,
IX. SEVERABILITY
The conditions and requirements of this Agreement are subject to modification by acts, orders or
directives of regulatory agencies or courts of competent jurisdiction.
Should any sections or provisions of this agreement be annulled by acts, orders or directives of
regulatory agencies or courts of competent jurisdiction, the remaining portions of this Agreement
shall remain in full force and effect.
X. DISPUTE RESOLUTION
Any dispute between the parties arising from or in connection with this Agreement shall be resolved
by arbitration. Either party may demand arbitration by written notice within ninety (90) days after the
dispute arises, and the notice shall include the designation of an arbitrator. Within thirty (30) days
after receipt of the notice of demand for arbitration, the other parry shall designate by written notice
to the parry demanding arbitration a second arbitrator. The two arbitrators shall within twenty (20)
days of the designation of the second arbitrator designate a third. The three (3) arbitrators shall:
a. designate a time and place for hearing;
b. specify the evidentiary and procedural rules to be followed in the arbitration; and
c. pass a written award or decision within thirty (30) days of the date of the hearing.
An award or decision rendered by a majority of the arbitrators shall be final and binding on all parties,
and judgment on the award or decision may be entered by any court of competent jurisdiction.
Arbitration shall be the sole and exclusive remedy under this Agreement. The arbitration costs and
expenses of each party shall be borne by that parry.
M. INTEGRATION
This Agreement constitutes the entire agreement of the parties. There are no promises, covenants,
representations, or undertakings other than those expressly set forth herein. .
)GI. COUNTERPARTS
This Agreement may be executed in counterparts.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement by their duly
authorized signatories and representatives.
Witness and Attest
As to Corporate Seal
Joni L. Bittner, County Clerk
Witness and Attest
As to Corporate Seal
J 0, _ a
Donna K. Spickler, Ci • Clerk
Board of County Commissioners
of Washington County, Maryland
By:, 1 1
Gregory no k, President
Date: a t �j 2Z. 2 0a3
Mayor and City Co of Hagerstown
By:
William M. Breichner, Mayor
Date: S 2-063
9
Open Session Item
SUBJECT: Washington County Commission on Aging Luncheon
PRESENTATION DATE: April 24, 2018
PRESENTATION BY: Washington County Commission on Aging, Inc. Staff
Discussion & Luncheon:
An overview will be provided regarding the breadth of the organization which provides access to over
50 programs to the Citizens of Washington County. There will be a review the 2017 program
performance of the Washington County Commission on Aging and expressed appreciation of the
continued support of the Commissioners. Discuss the importance of planning ahead for the increased
fluctuation in the population which is rapidly becoming senior dense.
Board of County Commissioners of Washington County, Maryland
Agenda Report Form
Open Session Item
SUBJECT: Deliberation/Consensus Decision on Application for Zoning Map Amendment
RZ-17-003, Downsville Pike Land LLC
PRESENTATION DATE: April 24, 2018
PRESENTATION BY: Travis Allen, Comprehensive Planner, Washington County Department
of Planning and Zoning
RECOMMENDED MOTION: Discussion to reach consensus to approve or deny zoning
map amendment request.
REPORT-IN-BRIEF: RZ-17-003 is an application from property owners Downsville Pike
Land LLC to rezone 2 parcels of land totaling 1.6 acres from Residential Suburban to Highway
Interchange. The property is located in the southwest quadrant of the intersection of Downsville
Pike (MD Rt. 632) and Halfway Boulevard. The Planning Commission held a public information
meeting on September 25, 2017 and made a recommendation for approval on October 2, 2017.
The County Commissioners held a public hearing on December 12, 2017. The Commissioners
discussed the application on January 30, 2018 and deferred additional discussion and action to a
future meeting.
DISCUSSION: Refer to enclosed application, staff report, Planning Commission minutes and
recommendation for detailed discussion of the proposed amendment.
FISCAL IMPACT: None.
ATTACHMENTS: Ordinance amendment application with justification statement and
rezoning site maps.
Staff Report and Analysis dated September 8, 2017
Planning Commission report and recommendation
AUDIO/VISUAL NEEDS:
Board of County Commissioners of Washington County, Maryland
Agenda Report Form
Washington County FOR PLANNING COMMISSION USE ONLY
Rezoning No. R Z - 0()3
Date Filed: q_ W _ Iq
VED
WASHINGTON COUNTY PLANNING COMMISSION
ZONING ORDINANCE MAP AMENDMENT APPLICATION
Downsville Pike Land, LLC
Applicant
10306 Remington Drive
Address
Hagerstown, MD 21740
Primary Contact
Christopher R. Smith
Address
Property Location:
Tax Map: 0057
Current Zoning:
AProperty Owner
❑Attorney
❑Other:
JUL 12 2017
WASHINGTON COUNTY
❑ContFO't'lliIC YAPARTMENT
❑Consultant
301-733-4365 EXT 203
Phone Number
crsmith@myactv.net
E-mail Address
10662 Downsville Pike and 10656 Downsville Pike, Hagerstown, MD
Grid: 0002
RS-Residential Suburban
Parcel No.: 210&408Acreage: '
Requested Zoning: HI -Highway Interchange
Reason for the Request: S Change in the character of the neighborhood
❑ Mistake in original zoning
PLEASE NOTE: A Justification Statement is required for either reason.
Applicant's Signature
Subscribed and sworn before me this day of J U iy 2017
My commission expires on
Notary Public
FOR PLANNING COMMISSION USE ONLY
❑ Application Form
❑ Fee Worksheet
❑ Application Fee
❑ Ownership Verification
❑ Boundary Plat (Including Metes
& Bounds)
❑ Names and Addresses of all Adjoining
& Confronting Property Owners
❑ Vicinity Map
❑ Justification Statement
❑ 30 copies of complete Application
Package
SDAT: Real Property Search
Page 1 of 1
Real Property Data Search w3
Search Result for WASHINGTON COUNTY
View Map
View GroundRent Redemption
View GroundRent Registration
Account Identifier:
District - 26 Account Number - 023114
Owner Information
Owner Name:
DOWNSVILLE PIKE LAND LLC Use:
RESIDENTIAL
Principal Residence: NO
Mailing Address:
10306 REMINGTON DR 2ND FLR Deed Reference: /05486/ 00190
HAGERSTOWN MD 21740-0000
Location & Structure Information
Premises Address:
10656 DOWNSVILLE PIKE Legal Description: 0.50 ACRES
HAGERSTOWN 21740-0000
10656 DOWNSVILLE PIKE
Map: Grid: Parcel:
Sub District: Subdivision: Section: Block:
Lot: Assessment Year: Plat No:
0057 0002 0408
0000
2017 Plat Ref:
Special Tax Areas:
Town:
NONE
Ad Valorem:
Tax Class:
Primary Structure Built
Above Grade Living Area Finished Basement Area
Property Land Area County Use
1928
900 SF
21,780 SF
Stories Basement
Type Exterior Full/Half Bath
Garage Last Major Renovation
2 YES
STANDARD UNIT FRAME 1 full
Value Information
Base Value Value
Phase -in Assessments
As of
As of As of
01 /01 /2017
07/01 /2016 07/01 /2017
Land:
8,700 8,700
Improvements
10,200 10,200
Total:
18,900 18,900
18.900 18,900
Preferential Land:
0
0
Transfer Information
Seller: CARBAUGH BONNIE L ET AL Date: 04/24/2017
Price: $50,000
Type: ARMS LENGTH IMPROVED
Deed1: /05486/ 00190
Deed2:
Seller: RICE ANITA V
Date: 12/07/2015
Price: $0
Type: NON -ARMS LENGTH OTHER Deed1: /05119/ 00426
Deed2:
Seller:
Date:
Price:
Type:
Deed1:
Deed2:
Exemption Information
Partial Exempt Assessments:
Class 07/01/2016
07/01/2017
County:
000 0.00
State:
000 0.00
Municipal:
000 0.0010.00
0.0010.00
Tax Exempt:
Special Tax Recapture:
Exempt Class:
NONE
Homestead Application Infonndtion
Homestead Application Status: No Application
Homeowners' Tax Credit Application Information
Homeowners' Tax Credit Application Status: No Application Date:
http://sdat.dat.maryland.gov/RealProperty/Pages/default.aspx LAH1 v 1 1 J.`d- ' 7/11/2017
BOOK: 5486 PAGE: 190
Tri-State Signature Settlements, LLC
File No. TE-10107M
Tax 1D # 26-023114
lzbif� neeb, made this 21st day of April, 2017, by and between Connie Proctor, Bonnie L.
Carbaugh, Ronald G. Rice and Donald W. Rice, GRANTORS, and Downsville Pike Land, LLC,
a Maryland Limited Liability Company, GRANTEE,
- Ivitne'oetb -
That for aub itt COHO berat OVI of the sum of Fifty Thousand And 00/100 Dollars
($50,000.00), which includes the amount of any outstanding Mortgage or Deed of Trust, if any, the
receipt whereof is hereby acknowledged, the said Grantors do grant and convey to the said
Downsville Pike Land, LLC, in fee simple, all that lot of ground situate in the County of Washington,
State of Maryland and described as follows, that is to say:
All the following described lot of land, together with any improvements thereon
situate in Washington County, Maryland, on the Northwest side of the Downsville
Hagerstown Turnpike, about two miles South of Hagerstown, and being more
particularly described as follows:
Beginning at a stone standing near the west or northwest side of the Hagerstown and
Downsville Turnpike and at the end of the 17'h or South 79 '/a degrees East 89 '/2
perch line of a deed from Edward A. Shaffer, Executor, to John H. Eldridge, dated
July 13, 1892, and running thence reversing said 17'h line North 79 %z degrees West
181 feet, then leaving the outlines of the aforesaid deed 2 degrees East 185 feet,
passing a stone on the North side of the aforesaid turnpike to the middle of said
turnpike, then with the turnpike North 63 degrees East 252 feet to the place of
beginning; containing approximately 0.50 acres of land, more or less.
Subject to and together with the covenants, restrictions, rights of way and easements
of record applicable thereto.
Being the same property described and conveyed in the deed from Bonnie L.
Carbaugh, Personal Representative of the Estate of Arthur T. Samuels unto Bonnie L.
Carbaugh, Ronald G. Rice, Connie Proctor and Donald W. Rice dated July 17, 2015,
and recorded December 7, 2015 in Liber 5119 at folio 0426 among the Land records
of Washington County, Maryland.
Togaber with the buildings and improvements thereon erected, made or being; and all and
every, the rights, alleys, ways, waters, privileges, appurtenances and advantages thereto belonging, or
in anywise appertaining.
'To babe anb 190 JL9Oib the said tract of ground and premises above described and
mentioned, and hereby intended to be conveyed, together with the rights, privileges, appurtenances
and advantages thereto belonging or appertaining unto and to the proper use and benefit of the said
Downsville Pike Land, LLC, in fee simple.
RIO the Grantors hereby covenant that they have not done or suffered to be done any act, matter or
thing whatsoever, to encumber the property hereby conveyed; that they will warrant specially the
property hereby granted; and that they will execute such further assurances of the same as may be
requisite.
776
BOOK: 5486 PAGE: 192
M
MARYLAND Certification of Exemption from Withholding Upon 2�1%
FORM Disposition of Maryland Real Estate Affidavit of
WH-AR Residence or Principal Residence
Based on the certification below, Transferor claims exemption in ownership of real property is presented for recordation. The
from the tax withholding requirements of §10-912 of the Tax- requirements of §10-912 do not apply when a transferor provides
General Article, Annotated Code of Maryland. Section 10-912 a certification of Maryland residence or certification that the
provides that certain tax payments must be withheld and transferred property is the transferor's principal residence.
paid when a deed or other instrument that effects a change
1. Transferor Information
Name of Transferor Bonnie L. Carbaugh
2. Reasons for Exemption
Resident Status I, Transferor, am a resident of the State of Maryland.
aTransferor Is a resident entity as defined in Code of Maryland Regulations
(CO MAR) 03.04.12.026(11), 1 am an agent of Transferor, and I have authority to sign this
document on Transferor's behalf.
Principal Residence ❑ Although I am no longer a resident of the State of Maryland, the Property is my principal
residence as defined in IRC 121 (principal residence for 2 (two) of the last 5 (five) years) and is
currently recorded as such with the State Department of Assessments and Taxation.
Under penalty of perjury, I certify that I have examined this declaration and that, to the best of my
knowledge, it is true, correct, and complete.
3a. Individual Transferors
Witness
3b. Entity Transferors
W Itness/Attest
File No. TE-10107M Re: 10656 Downsville Pike, Hagerstown, MD 21740
Bonnie L. Carbaugh
Name
Signature
Name of Entity
By
Name
Title
S
17-49
BOOK: 5486 PAGE: 194
MARYLAND Certification of Exemption from Withholding Upon
FORM Disposition of Maryland Real Estate Affidavit of
WH-AR Residence or Principal Residence
Based on the certification below, Transferor claims exemption
from the tax withholding requirements of §10-912 of the Tax -
General Article, Annotated Code of Maryland. Section 10-912
provides that certain tax payments must be withheld and
paid when a deed or other instrument that effects a change
1. Transferor Information
Name of Transferor Connie Proctor
2017
In ownership of real property Is presented for recordation. The
requirements of §10-912 do not apply when a transferor provides
a certification of Maryland residence or certification that the
transferred property is the transferor's principal residence,
2. Reasons for Exemption
Resident Status rV I, Transferor, am a resident of the State of Maryland,
❑Transferor is a resident entity as defined in Code of Maryland Regulations
(COMAR)03.04.12.02B(11), I am an agent of Transferor, and I have authority to sign this
document on Transferor's behalf.
Principal Residence Although I am no longer a resident of the State of Maryland, the Property is my principal
residence as defined in IRC 121 (principal residence for 2 (two) of the last 5 (five) years) and is
currently recorded as such with the State Department of Assessments and Taxation.
Under penalty of perjury, I certify that I have examined this declaration and that, to the best of my
knowledge, it is true, correct, and complete.
3a. Individual Transferors
Connie Proctor
Witness Name
3b, Entity Transferors
Witness/Attest
File No. TE-10107M Re: 10656 Downsville Pike, Hagerstown, MD 21740
Signature
Name of Entity
By
Name
Title
17-49
BOOK: 5486 PAGE: 196
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This page not to be counted in calculating Recording Fee
Clerk of Circuit Court
Washington County, Maryland
Dennis J. Weaver, Clerk
24 Summit Avenue
Hagerstown, MD 21740
301-790-7991
For Clerks Use Only
Improvement Fee 40.00
Recording Fee 20.00
County Transfer Tax
Recordation Tax
State Transfer Tax
Non -Resident Tax
TOTAL I DO
LR •- Deed (w-rax.es)
Recording Fee - ALL
20.00
Name: Rice
Ref:
LR - Col.inty Transfer
Tax. - linked 0.013
LR - Surch,aroe - linked
40-00
LR - Recordation Tax. -
linked 380.00
LR - State Transfer- Tax
- linked 250.00
LR - NR Tax. - lkd 0.00
Subl-otal: 690.00
------------------------
Total: 710.00
44,Eul7 vy_unWiCC21-RZ
#8241708 CC0403 -
'IdashinQton
County/CC04.02.03 -
Reoi stet• 03
SDAT: Real Property Search
Page 1 of 1
Real Property Data Search w3
Search Result for WASHINGTON COUNTY
View Map View GroundRent Redemption
Account Identifier: District - 26 Account Number - 023173
View Ground Rent Registrnticus
Owner Information
Owner Name: DOWNSVILLE PIKE LAND LLC Use: RESIDENTIAL
Principal Residence: NO
Mailing Address: 10306 REMINGTON DR 2ND FLR Deed Reference: /05488/ 00165
HAGERSTOWN MD 21740-0000
Location & Structure Information
Premises Address:
10662 DOWNSVILLE PIKE
Legal Description:
1.10 ACRES
HAGERSTOWN 21740-0000
10662 DOWNSVILLE PIKE
Map: Grid: Parcel:
Sub District: Subdivision:
Section: Block: Lot:
Assessment Year: Plat No:
0057 0002 0210
0000
2017 Plat Ref:
Special Tax Areas:
Town:
NONE
Ad Valorem:
Tax Class:
Primary Structure Built
Above Grade Living Area
Finished Basement Area
Property Land Area County Use
1950
1,196 SF
1.1000 AC
Stories Basement
Type Exterior
Full/Half Bath Garage Last Major Renovation
1 1/2 YES
STANDARD UNIT BRICK
1 full
Value Information
Base Value
Value
Phase -in Assessments
As of
As of As of
01 /01 /2017
07/01 /2016 07/01 /2017
Land:
61,000
61,000
Improvements
65,600
65,600
Total:
126,600
126,600
126,600 126,600
Preferential Land:
0
0
Transfer Information
Seller: RICE ANITA VIRGINIA
Date: 04/26/2017
Price: $175.000
Type: NON -ARMS LENGTH OTHER
Deed7: /05488/ 00165
Deed2:
Seller:
Date:
Price: $0
Type:
Deed7: /01770/ 00701
Deed2:
Seller:
Date:
Price:
Type:
Deed7:
Deed2:
Exemption Information
Partial Exempt Assessments:
Class
07/01/2016
07/01/2017
County:
000
0.00
State:
000
0.00
Municipal:
000
0.0010m
00010.00
Tax Exempt:
Special Tax Recapture:
Exempt Class:
NONE
Homestead Application Information
Homestead Application Status: No Application
Homeowners' Tax Credit Application Informa.lion
Homeowners' Tax Credit Application Status: No Application Date:
http://sdat.dat.maryland.gov/RealProperty/Pages/default.aspx" '"'�� 7/11/2017
, BOOK: 5488 PAGE: 165
Tri-State Signature Settlements, LLC
File No. TE-10106M
Tax ID# 26023173
lrbi$ �Meeb, made this 21st day of April, 2017, by and between The Estate of
Anita Virginia Rice, Estate No. 69124, Grantor; and Downsville Pike Land, LLC, a
Maryland Limited Liability Company, party of the second part, GRANTEE.
Woereag, on February 12, 2014, the Orphans' Court of Washington County, State of
Maryland (the "Court") granted administration of the Estate of the Decedent to Connie J.
Proctor as Personal Representative of the Estate of the Decedent in Estate No. 69124.
Vbmag, Grantor in the capacity as Personal Representative in the Estate of the
Decedent has complete and full power and authority by law, to grant and convey the
entire fee simple interest in the hereinafter described property; and
Vbereag, as part of the administration of the Estate of the Decedent, Grantor desires
to convey the entire fee simple estate in the hereinafter described property to the
Grantee.
- lviffiefszetb -
Tbat in congiberatiOn of the sum of One Hundred Seventy -Five Thousand
And 001100 Dollars ($175,000.00), which includes the amount of any outstanding
Mortgage or Deed of Trust, if any, the receipt whereof is hereby acknowledged, the said
GRANTOR as Personal Representative as the Estate of the Decedent, does hereby
grant and convey to Downsville Pike Land, LLC, in fee simple, all that lot of ground
situate in the County of Washington, State of Maryland and described as follows, that is
to say:
All that lot or parcel of land situate along the Northwest side of the Hagerstown
Downsville Road approximately one and six tenths (1.6) miles from the Corporate Limits
of the City of Hagerstown, in District No. 26, Washington County, Maryland and being
more particularly described as follows:
Beginning at a stone planted at the end of the South 78 degrees 30 minutes west 89
and 5/10 perch line of the deed from Mary E. Stockslager, widow, to Albert L.
Stockslager and wife, dated August 6, 1927, and recorded in Liber No. 178, folio 94,
one of the land records of Washington County, Maryland, said stone being in or near
the Northwest margin of the aforesaid Hagerstown-Downsville Road and at the North
east corner of the parcel of land conveyed by the Downsville and Hagerstown Turnpike
Company of Washington County to Arthur T. Samuels and Edna M. Samuels, his wife,
by deed dated May 3, 1919 and recorded in Liber No. 155, folio 185, another of the
Land Records of Washington County and running thence with the closing line of the first
mentioned deed North 62 degrees 45 minutes East 133 feet to a point in said Road,
thence crossing a portion of the Road North 27 degrees 15 minutes West 24 feet to an
iron pipe in the Northwest margin thereof, thence leaving the Road and running North
59 degrees 50 minutes West 337 feet to an iron pipe, thence South 22 degrees 36
minutes West 212 feet to an iron pipe in the boundary of the entire tract conveyed to
Stockslager as aforesaid, thence with said boundary line South 78 degrees 15 minutes
East 88 feet, more or less, to the Northwest corner of the aforesaid parcel of land
conveyed to Arthur T. Samuels and wife, thence binding on said parcel South 78
degrees 15 minutes East 181 feet, more or less, to the place of beginning, containing
one and one tenth acres of land, more or less.
SAVING AND EXCEPTING all that property located along the northwest side of the
Downsville Pike in the Twenty Sixth Election District of Washington County, Maryland,
as shown on State Highway Administration Plat No. 54605 (Rev. 7/15/97); together with
any and all right of vehicular ingress and egress across those portions of the right of
870
_ BOOK: 5488 PAGE: 167
THIS IS TO CERTIFY that the within Deed was prepared by, or under the
supervision of the undersigned, an Attorney duly admitted to practice before the Court
of Appeals of Maryland.
-6 "Loweuire
AFTER RECORDING, PLEASE RETURN TO:
Tri-State Signature Settlements, LLC
1185 Mount Aetna Road
Hagerstown, MD 21740
BOOK: 5488 PAGE: 169
This page not to be counted in calculating Recording Fee
Clerk of Circuit Court
Washington County, Maryland
Dennis J. Weaver, Clerk
24 Summit Avenue
Hagerstown, MD 21740
301-790-7991
For Clerks Use Only
Improvement Fee 40.00
Recording Fee 20.00
County Transfer Tax
Recordation Tax
State Transfer Tax �'�S •�
Non -Resident Tax
TOTAL 6'a1T
LR - Deed (w Taxes)
Recording Fee - ALL
20.00
Name: downsville pike
Ref:
LR - County Transfer
Tax. - linked 625.U,
LR - Surcharge -
linked 40.00
LR - Recordation Tax, -
Iirrked 1,330.00
LR - State Transfer
Tax - linked E15.00
LR - NR Tax - lkd 0.00
SubTotal: 2,890.00
Total: ---------3,423 00
04/26/2017 20:52
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TEMPORARY EASEMENT TO BE USED ONLY
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ADJOINING PROPERTY OWNER LIST
TAX MAP 0057 PARCEL 0495
TAX MAP 0057 PARCEL 0565
TAX ID#26-038308
TAX ID#10-031478
Washington Co. Commissioners
632 Joint Venture LLP
Court House
P.O. Box 889
Hagerstown, Maryland 21740
Hagerstown, Maryland 21741-0889
TAX MAP 0057 PARCEL 0208
TAX MAP 0057 PARCEL 0375
TAX ID#26-023017
TAX ID#10-014263
Karen J. Funk
Washington Co. Commissioners
Eric F. Funk
Court House Annex
17906 Halfway Boulevard
Hagerstown, Maryland 21740
Hagerstown, Maryland 21740-1332
TAX MAP 0057 PARCEL 0432
TAX MAP 0057 PARCEL 0329
TAX ID#26-006821
TAX ID#26-018862
William Lee Divelbliss
John D. Wastler
17910 Halfway Boulevard
10650 Downsville Pike
Hagerstown, Maryland 21740
Hagerstown, Maryland 21740-1734
TAX MAP 0057 PARCEL 0311
INTERSTATE 70 (1-70) Highway
TAX ID#26-022134
Dennis L. Price
State Highway Administration
Diane C. Price
Box 717
10702 Downsville Pike
Baltimore, Maryland 21203
Hagerstown, Maryland 21740-1774
TAX MAP 0049 PARCEL 0270
TAX ID#26-033306
Glenn S. Rea, Jr.
10801 Oak Valley Drive
Hagerstown, Maryland 21.740-7868
**L&B 6436201v1/13291.0001
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EXHIBIT B
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REZONING EXHIBIT B
DOFNSVIILLE PIKE LAND LLC
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WASH/NGTOH COU/NTY,,�MARYLAND
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JUSTIFICATION STATEMENT
DOWNSVILLE PIKE LAND, LLC, APPLICANT
The Map Amendment sought is based upon the following:
1. DESCRIPTION OF THE SITE.
Downsville Pike Land, LLC (the "Applicant") is the owner of two parcels of land,
located at 10656 and 10662 Downsville Pike, totaling 1.60 acres and situated along the northwest
side of Maryland Route 632 (Downsville Pike), immediately south of its intersection with
Halfway Boulevard (the "Site"). A copy of the rezoning vicinity map is included with this
application as Exhibit A. The Site is located adjacent to the Maryland Rte. 632/I70 Interchange,
and is currently developed with 2 aged single-family residences. Land uses within the Site's 1-
mile zoning neighborhood (the "Rezoning Neighborhood") contain a mix of commercial and
residential developments. Immediately to the south of the Site is one residence and the Marty L.
Snook Regional Park as well as a State Highway Administration Park and Ride. To the north are
primarily residential neighborhoods. To the south are 170 and the interchange (south of I70 is the
Callas Contractors property), and to the cast are the site of a coming new Sheetz store, several
other commercial uses including the Health at Work site, and a mix of other commercial and
residential uses. An aerial photograph of the Site showing the Rezoning Neighborhood and the
various residential and commercial developments in the vicinity of the Site is attached as Exhibit
B.
The official zoning classification of the Site, pursuant to the Washington County Zoning
Ordinance (the "Zoning Ordinance"), is Residential, Suburban District (RS)1. (Exhibit A). As
shown on Exhibit A, the Site adjoins the Downsville Pike/I70 interchange, a public park, and the
coming new Sheetz convenience store. Other than the home immediately to the south of the Site,
1 The purpose of the RS zoning district is "to provide appropriate locations in the Urban and Town Growth Areas for
single and two-family residential dwellings on moderately sized lots and limited community service type uses."
wit 8f1 _ F. .._
all other residences nearby are either north of Halfway Boulevard or west of the parks from the
Site. While there are residential neighborhoods nearby, the Site's location at the exit from I70
next to a Park and Ride (which attracts numerous commuters) and across from the proposed
Sheetz store make it singularly inappropriate for continued residential use. The Applicant is
requesting a map amendment to change the zoning classification of the Site from RS to Highway
Interchange (HI) due to its immediate adjacency to the I70/Downsville Pike interchange and the
proliferation of commercial uses along Downsville Pike.
Prior to 2012, the Site was zoned RS, but the interchange land located across Downsville
Pike (hereinafter, the "Interchange Parcel") was zoned RM. As explained in greater detail below,
the Washington County Board of County Commissioners (the "Board") in 2012 rezoned the
Interchange Parcel from its prior RM zoning to the HI classification during the comprehensive
rezoning of the Urban Growth Area that became effective on July 1, 2012 (See Ordinance No.
ORD-2012-08) (the "Comprehensive Rezoning"), but the Site retained its RS zoning. Similarly,
parcels 262 and 464 on Tax Map 56 and parcel 258 on Tax Map 57, south of 170 and within the
rezoning neighborhood, were rezoned to HI in 2012. (see Exhibits C and D to show change in
zoning during the Comprehensive Rezoning)
For the reasons set forth below the Applicant submits that the decision of the Board
during the Comprehensive Rezoning to rezone the Interchange Parcel to the HI district, but NOT
further deciding to rezone the Site to the same HI district, resulted from legal mistake, in that the
Board did not take into account that the HI zoning district was significantly more appropriate for
the Site as well as for the Interchange Parcel.
The Applicant further submits that there has been a substantial change in the character of
the Rezoning Neighborhood sufficient to justify the rezoning request. Based on both mistake in
zoning and change in the character of the neighborhood, the Applicant requests that the Site be
reclassified to the HI zoning district.
THE PURPOSE OF THE HI DISTRICT IS TO "PROVIDE SUITABLE
LOCATIONS FOR COMMERCIAL ACTIVITIES OR LIGHT INDUSTRIAL LAND USES
2
THAT SERVE HIGHWAY TRAVELERS, PROVIDE GOODS AND SERVICES TO A
REGIONAL POPULATION, OR USES THAT HAVE A NEED TO BE LOCATED NEAR
THE INTERSTATE HIGHWAY SYSTEM TO FACILITATE ACESS BY A LARGE
NUMBER OF EMPLOYEES, OR THE RECEIPT OR SHIPMENT OF GOODS BY
HIGHWAY VEHICLES. IN ADDITION TO PROVIDING ACCESSIBLE LOCATIONS,
THE HIGHWAY INTERCHANGE DISTRICT IS INTENDED TO PROTECT THE SAFE
AND EFFICIENT OPERATION OF THE INTERCHANGE AND TO PROMOTE ITS
VISUAL ATTRACTIVENESS. "
2. ZONING HISTORY OF THE SITE
The Site, being located within the Urban Growth Area boundary around the City of
Hagerstown, was among those "17,000 parcels and 38,000 acres of land" rezoned as part of the
Comprehensive Rezoning of the Urban Growth Area in 2012. See Ordinance No. ORD-2012-08,
p. 1. In adopting the Comprehensive Rezoning, the Board's goal was to "promote compatibility
amongst varied uses while providing the range of land uses needed to accommodate the needs of a
growing community." See Ordinance No. ORD-2012-08, p. 6. During the Comprehensive
Rezoning process, the Board eliminated the agriculture zone in the Urban Growth Area which
"resulted in the assignment of different zoning classification to 8,861 acres of land ... [and] all of
the reclassifications result in ... decreases in land area devoted to residential and commercial
uses." See Ordinance No. ORD-2012-08, p. 5 (emphasis added). To that end, the Comprehensive
Rezoning of the Urban Growth Area was aimed to "positively reflect the general planning
principles of providing for increased diversity, density, and intensity of uses as proximity
increases towards the urban core of the County." See Ordinance No. ORD-2012-08, pp. 5-6.
Given the Site's location adjacent to the 170 interchange, near extensive commercial
development existing and occurring to the east and with the less intense single-family residential
development separated from the Site to the west and north, divided by roads (Halfway
Boulevard) and parks, the HI district should have been deemed as appropriate for the Site as it
3
was for the Interchange Parcel, which was comprehensively rezoned to HI zone from its prior
residential RM zoning under the goals of the 2012 comprehensive rezoning.
The Comprehensive Rezoning was guided by the principles and recommendations
contained in the 2002 comprehensive plan for the County (the "Comprehensive Plan") which
identifies, as major goals, the objective of promoting "the retention and expansion of existing
businesses and industry while encouraging the development of new manufacturing and hi -tech
industries to broaden the employment base" and providing "locations for new industry that
encourage the use of existing infrastructure facilities and that take advantage of the interstate
transportation system" See Comprehensive Plan, p. 13.
The Site, being located within the urban core of the County and adjacent to a highway
interchange, is clearly appropriate for the HI zoning district, and designation of the HI zoning
classification is compatible with the adjoining and nearby properties. At the time of the
comprehensive rezoning of the Urban Growth Area was adopted, the Planning Department
advised the Board that "at least 75% of those specific [zoning modification] requests received
from property owners were approved," and that the Board would have opportunities in the future
to address certain areas of the Urban Growth Area if it elected to do so. See Board of County
Commissioners Meeting Minutes from April 17, 2012, p. 3. Therefore, the Applicant submits
that if the Board were today to apply the very same policy criteria that it did during the 2012
Comprehensive Rezoning, it would not designate the Site in the RS district but rather would re-
classify the Site to the HI district.
3. CHANGES TO THE NEIGHBORHOOD.
While the Site has been used for residential purposes long before the enactment of the
Ordinance, changes to the neighborhood have occurred since the original and last Comprehensive
Rezoning. During the Comprehensive Rezoning, several of the parcels within the Rezoning
rd
Neighborhood were zoned to more intensive uses. As stated above, the Interchange Parcel was
rezoned HI from RM-Residential Multi -Family, and the above referenced Parcels 262, 464 and 258,
located south of 170 were rezoned from ORT-Office Research and Technology to HI. Similarly, the
Marty Snook Park parcel was also rezoned from A -Agricultural to RS. Finally, the approval of the
new Sheetz convenience store immediately across Downsville Pike from the Site will greatly
influence changes to the Rezoning Neighborhood.
In addition, traffic travelling through the Rezoning Neighborhood has significantly
increased since the Comprehensive Rezoning. As shown on the Maryland Department of
Transportation, State Highway Administration Annual Average Daily Traffic 2009-2015 chart,
(Exhibit E), traffic on that portion of Downsville Pike from Halfway Boulevard to Downsville Pike
increased from 10,960 daily trips in 2012 to 12,361 daily trips in 2015. Notably, average daily trips
have increased each year since 2012.
4. LEGAL ARGUMENT.
A. The Law.
A local legislative body (in Washington County, the Board of County Commissioners)
may approve a piecemeal zoning map amendment, which changes the zoning classification of a
property outside of the comprehensive planning process, upon finding that either there was a
mistake in the existing zoning classification or that there has been a substantial change in the
character of the neighborhood where the property is located. Md. Ann. Code Lane Use, §4-
204(b)(2).
B. Mistake In Zoning.
Mistake in zoning, as defined by the Maryland Court of Appeals in numerous opinions
related over the years, is proved by introducing evidence that shows either that the approving body
failed to take into account factors at the time of comprehensive zoning which would (or should)
have justified a different zoning classification, or that events have occurred subsequent to the
comprehensive rezoning which show that the approving body's assumptions and premises have
5
since proved to be invalid. Howard County v. Dorsey, 292 Md. 351, 438 A.2d 1339 (1982).
Specifically, "when the assumption upon which a particular use is predicated proves, with the
passage of time, to be erroneous, this is sufficient to authorize a rezoning." Mayor of Rockville v.
Stone, 271 Md. 655, 319 A.2d 536 (1974); see also Anne Arundel County v. A-Pac Ltd., 67 Md.
App. 122, 506 S. 2d 671 (1986) (stating, "when subsequent events demonstrate that any significant
assumption made by the Council at the time of the comprehensive rezoning was invalid, the
presumption of validity accorded to the comprehensive rezoning is overcome."). In addition, the
"evidentiary burden [of proving error in existing zoning] can be accomplished ... by producing
evidence that the Council failed to make any provision to accommodate a project, trend or need
which it, itself, recognized as existing at the time of the comprehensive rezoning." Boyce v.
Sembly, 25 Md. App. 43, 334 A.2d 137 (1975), citing also Jobar Cow. v. Rodgers Forge
Community, 236 Md. 106, 202 A.2d 612 (1964) and Rohde v. County Board of Appeals 234
Md. 259,199 A.2d 216 (1964).
In the case at hand, evidence exists and is presented herein which specifically and
unequivocally shows that:
(1) In adopting the Comprehensive Rezoning of the Urban Growth Area, the Board
intended to "positively reflect the general planning principles of providing for
increased diversity, density, and intensity of uses as proximity increases towards
the urban core of the County." See Ordinance No. ORD-2012-08, pp. 5-6. The
Board mistakenly retained the RS zoning on the Site while rezoning the
neighboring Interchange Parcel to the HI district instead of accounting for the
Site's ideal location for HI uses and its unsuitability as an ongoing residential area
due to the 170 interchange substantially similar to the situation facing the
Interchange Parcel;
(2) At the time the Board maintained the RS zoning district on the Site, it also
reclassified the adjoining Interchange Parcel from the RM district to the HI district
despite the fact that the Interchange Parcel is undevelopable and the same facts and
circumstances which justified the change in zoning for the Interchange Parcel apply
to the Site. The Board did not account for the fact that designating this Site as HI
would be compatible and consistent with its reclassification for the Interchange
Parcel, The Board made a legal mistake by failing to recognize that the adjoining
Interchange Parcel, like the Site, fronts on Downsville Pike and is significantly
impacted by the traffic leaving I70, such that future development of both
properties should be oriented toward highway uses and not residential uses.
This evidence is sufficient to allow the Board to grant the requested rezoning on the basis of a
mistake in the existing zoning.
C. Change in the Character o0he Neighborhood.
In determining if there has been a substantial change in character of the neighborhood , one
must first determine what constitutes the neighborhood. Montgomery v. Board of' Countx
Commissioners for Prince George's County, MMIand, et al. 263 Md. 1, 280 A.2d 901 (1971), The
concept of a neighborhood is a flexible one, and will vary according to the geographical location
involved. Montgomer3,, at 5. The Applicant asserts that while adjoining properties located along
Halfway Boulevard to the west are similarly zoned RS, the "neighborhood" should more properly
include those commercially zoned and/or utilized properties adjoining the Site along the east side of
Downsville Pike, including the coming Sheetz convenience store immediately across from the Site,
zoned HI and further including the land zoned HI and ORI south of I70. The neighborhood that
faces the same situation as the Site, in reality, is not the nearby residential neighborhoods along
Halfway Boulevard but more appropriately is the commercial corridor along Downsville Pike and
near or adjacent to its interchange with I70. The Downsville Pike commercial corridor is highlighted
in yellow on Exhibit B.
%I
While the Site has been used for residential purposes for many years, it is currently
uninhabited and is, frankly, uninhabitable. Changes to the neighborhood have occurred since the
both original comprehensive zoning and the 2012 Comprehensive Rezoning. During the
Comprehensive Rezoning, several parcels within Applicant's defined neighborhood were zoned to
more intensive uses. As stated above, the Interchange Parcel was rezoned HI from RM, and the
above referenced Parcels 262, 464 and 258, located south of 170 were rezoned HI from ORT. The
adjacent Marty Snook Park land was also rezoned from A to RS.
In addition, as stated above, traffic within the neighborhood has also increased significantly.
As shown on Exhibit C, traffic on that portion of Downsville Pike from Halfway Boulevard to
Downsville Pike increased from 10,960 daily trips in 2012 to 12,361 daily trips in 2015. Notably,
average daily trips have increased each year since 2012.
When considering the issue of "substantial change in a neighborhood, the County should
consider `all changes and pertinent facts' together in totality." The Bowman Group v. Dawson
Moser, 112 Md.App. 694, 686 A.2d 643 (1996). In Bowman case, the Court upheld the rezoning of
appellant's property by taking into consideration the following factors: 1) previous rezonings; 2)
upgrades made to roads; and 3) new water and sewer lines. Id. Considering that multiple parcels in
the neighborhood have been rezoned to HI, there has been a significant increase in traffic along
Halfway Boulevard and Downsville Pike, improvements made to Halfway Boulevard, and the
recently approved and coming Sheetz convenience store, these facts in totality clearly establish that
there has been a substantial change in the neighborhood sufficient to justify the proposed map
amendment, and that the requested HI zoning for the Site is more appropriate than the existing RS
zoning.
In addition, the County anticipated and provided for the future development of the Site when
including the Properly in the Urban Grown Area. The commercial corridor along Downsville Pike
and rezoning of parcels in the neighborhood have transformed the neighborhood significantly and
will continue to do so in the future. As stated, the Site would be better suited for a commercial use
permitted by the HI District, given its location along Halfway Boulevard, Downsville Pike and the
I70 interchange and the impact of the interchange and the adjacent Park and Ride property on the
continuing ability to use the Site for residential purposes, as well as its proximity and access to I70.
In conclusion, the Applicant avers that it is conclusive that a substantial change in the
character of the neighborhood has occurred which legally justifies a decision to approve the
requested rezoning.
5. AVAILABILITY OF PUBLIC FACILITIES.
a. Public Water and Sewer. Public water and sewer are currently available to
serve the Site.
C. Protective Services. The Site will be served by the Halfway Fire
Company. Police protection will be provided by the
Washington County Sheriff s Department.
6. PRESENT AND FUTURE TRANSPORTATION PATTERNS.
The Site is bounded by Halfway Boulevard and Downsville Pike and could potentially be
serviced by entrances on either or both roads. Highway access to the Site is via the Downsville
Pike/I70 Interchange, making access for both regional and local travelers convenient and safe.
These roads and this interchange are ideal for the requested HI zoning. Both Downsville Pike
and Halfway Boulevard are classified as Arterial Roads.
7. COMPATIBILITY WITH EXISTING AND PROPOSED DEVELOPMENT FOR THE
As stated above, the Site is surrounded by a mix of residential and commercial uses, and
the adjacent properties to the east along Downsville Pike are all is classified in the HI district,
and compatible with the requested zoning classification for the Site. A new Sheetz convenience
store will be located immediately across Downsville Pike from the Site. The Site's proximity to
9
the I70 interchange and the adjacent Park and Ride make continued residential use clearly
unsuitable. The Site is well suited to serving the travelling public, however, due to this
proximity, and thus the requested HI zoning makes much more sense from a land use perspective
than the existing residential zoning.
8. POPULATION CHANGE.
The Site is currently unoccupied and this is unlikely to change in any circumstance.
Rezoning the Site to HI will have no effect on the population of the Rezoning Neighborhood.
The population of the Rezoning Neighborhood is, however, growing.
9. COMPREHENSIVE PLAN.
The Comprehensive Plan identifies, as major goals, the objective of promoting "the
retention and expansion of existing businesses and industry while encouraging the development of
new manufacturing and hi -tech industries to broaden the employment base" and providing
"locations for new industry that encourage the use of existing infrastructure facilities and that take
advantage of the interstate transportation system" See Comprehensive Plan, p. 13. In addition, the
Comprehensive Plan discusses the need to sustain and expand existing businesses. See
Comprehensive Plan, p, 60. The proposed rezoning of the Site to HI will allow for the
redevelopment of the Site from a decrepit and aging single family residence to a much more
appropriate retail operation serving the neighborhood and the travelling public along Downsville
Pike and I70. Given the Site's location at the intersection of Halfway Boulevard and Downsville
Pike (both Arterial Roads) and being at the end of the off -ramp from I70, such a commercial use
is much more suitable for the Site and in keeping with the Comprehensive Plan. The
Comprehensive Plan also identifies that appropriate commercial site locations should reflect the
need to be located where the market can best be served. See Comprehensive Plan, p. 61. The
Applicant avers that a commercial site located at the intersection of Halfway Boulevard and
10
Downsville Pike and directly across from the I70 off -ramp and adjacent to the Park and Ride is
an ideal location for a commercial use to serve the Halfway and South Hagerstown markets as
well as interstate travelers.
8. CONCLUSION.
The Applicant requests that the Board approve this rezoning application as the request
meets all of the legal requirements for map amendments under the Washington County Zoning
Ordinance and under Maryland law to be approved. The Applicant's requested zoning map
amendment will remedy the Board's failure to designate the Site for HI use. Moreover, the
requested zoning map amendment will correct the Board's failure to take into account various
factors related to the Site at the time of comprehensive rezoning which would have justified the HI
zoning classification, and will properly reflect the substantial changes to the Rezoning
Neighborhood outlined in this statement.
**L&B 6445218vl/13291.0001
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M A R Y L A N D
DEPARTMENT OF PLANNING & ZONING
COMPREHENSIVE PLANNING. LAND PRESERVATION o FOREST CONSERVATION I GIS
September 8, 2017
Application for Map Amendment
Staff Report and Analysis
Case #: RZ-17-003
Property Owner(s)
Downsville Pike Land, LLC
Applicant(s)
Christopher R. Smith
Location
NW side of Downsville Pike, % mile North of 1-70
Election District :
#26 — Halfway
Comprehensive Plan
Designation
Low Density Residential
Zoning Map
57
Parcel(s)
P. 210 & P. 408
Acreage
1.60 acres (P. 210: 1.10 ac; P. 408:.50 ac)
Existing Zoning
RS — Residential, Suburban
Requested Zoning
HI — Highway Interchange
Date of Hearing:
September 25, 2017
I. Background and Findings Analysis:
1. Site Description
The subject parcels are located along the northwest side of Downsville Pike, approximately .25 miles
north of Interstate 70. The total acreage of the two parcels that are the subject of this rezoning case is
1.60 acres. Each is described below:
Subject Parcel #1: Tax Map 57; Grid 002; Parcel 210 — The parcel has a regular
rectangular shape consisting of 1.10 acres. A single family detached residence and a
dilapidated accessory structure sit currently on the parcel, accessed from Halfway
Boulevard. The property sits atop a small hill which slopes moderately to the southwest
towards Marty Snook Park. Mature trees and brush cover much of the parcel. There are
no environmentally sensitive areas on the property.
Subject Parcel #2: Tax Map 57; Grid 002; Parcel
408 — The triangular shaped parcel comprises
.50 acres. The Anita Rice House (historic site
WA-1-692) is located on the parcel, and is
currently in poor condition. Mature trees and
brush surround the house, which sits mid -slope
between Parcel 210 and Parcel 329. There are
no environ-mentally sensitive areas on the
property.
100 West Washington Street, Suite 2600 Hagerstown, MD 21740 240.313.2430 240.313.2431 7-1-1
WWW.WASHCO-MRNET
Staff Report and Analysis
RZ-17-003 Downsville Pike Land LLC
Both properties are located within the Urban Growth Area that surrounds the City of Hagerstown and
the Towns of Williamsport and Funkstown. An intermittent stream, Saint James Run, separates adjacent
parcel 329 from the Park at the base of the hill, just offsite.
2. Population Analysis
To evaluate the change in population, information was compiled from the US Census Bureau over a
thirty-year time frame. A thirty year horizon was chosen to show long term population trends both in the
election district of the proposed rezoning, as well as the overall trends of the County.
The two parcels subject to this rezoning are located within the Halfway Election District (#26). As
shown in the table below, the population in this district has grown more slowly than the County has over
the thirty year time frame between 1980 and 2010. District 26 has grown 13.54% over the thirty year
period (.45%) per year while the County as a whole has increased in population by 30.36% (1.01% per
year) during the same period. Both jurisdictions experienced their greatest population increase between
2000 and 2010, within the time period in question.
Table 1: Halfway Election District Population Trends
Population
Trends 1980 - 2010
Year
Area
Population
o change from
previous
decade
1980
District
9489
County
113086
1990
District
9418
-0.7%
County
121393
7.3%
2000
District
9854
4.6%
County
131932
8.7%
2010
District
107741
9.3%
County 1
1474301
11.7%
Source: US Census Bureau
3. Availability of Public Facilities
A. Water and Sewerage
The adopted Water and Sewerage Plan for the County establishes the policies and
recommendations for public water and sewer infrastructure to help guide development in a manner that
helps promote healthy and adequate service to citizens. By its own decree, the purpose of the
Washington County Water and Sewerage Plan is "... to provide for the continued health and well-being of
Washington Countians and our downstream neighbors..."' This is achieved through implementing
recommendations within the County Comprehensive Plan and the Water and Sewerage Plan to provide
for services in a timely and efficient manner and by establishing an inventory of existing and programmed
services.
Water:
WI -Existing Service (County Line — City Treatment)
l Washington County, Maryland Water and Sewerage Plan 2009 Update, Page I-2
2
Staff Report and Analysis
RZ-17-003 Downsville Pike Land LLC
Both parcels are served by existing (W-1) public water facilities as they are located within the
Urban Growth Area. Water distribution lines in this area are owned by the County while treatment is
provided by the City of Hagerstown. Areas immediately adjacent to the subject properties, along
Downsville Pike are designated as W-3, programmed service (City), in the County's 2009 Water and
Sewerage Plan. The City of Hagerstown Water Division offered no comment on the proposed develop-
ment when sent the application for review.
Wastewater:
W1-Existing Service (County)
The subject parcels are served by existing (W-1) public sewerage facilities within the Urban
Growth Area. The County provides wastewater service for this area at the Conococheague Wastewater
Treatment Plant. Adjacent areas along Downsville Pike are also programmed for service (W-3) by the
County within its Water and Sewerage Plan.
The Department of Water Quality is the wastewater provider for this area and, therefore, the
application was sent to the Department of Water Quality for review and comment. The Department had
no comments for this application.
B. Emergency Services
Fire and Emergency Services:
Volunteer Fire Company of Halfway (1114 Lincoln Avenue) — 1 mile away
Parcels 210 and 408 are located within the service area of the Volunteer Fire Company of
Halfway. This same entity also provides the nearest emergency rescue services. Their station is located
approximately 1 mile away from the properties subject to the rezoning.
A copy of this application was sent to the Halfway Fire Company as well as to the Washington
County Division of Emergency Services. No comments were received.
Schools
The subject site is within the districts of Lincolnshire Elementary, Springfield Middle and Williamsport
High schools. The requested zoning classification, Highway Interchange (HI), does not allow for
residential development. Therefore, there would be no school capacity mitigation requirements for
pupil generation under the County's Adequate Public Facilities Ordinance.
4. Present and Future Transoortation Patterns
Highways — Access and Traffic Volume
Halfway Boulevard (which borders parcel 210 to the north) and MD 632/Downsville Pike (borders
both subject parcels to the east) are both classified as minor arterial in the Transportation Element of the
County's 2002 Comprehensive Plan. This classification accounts for mobility and access characteristics
of the roadway in its categorization. Minor Arterial roads are designed to carry between 5,000 — 25,000
Average Daily Traffic in urban areas. The County's road classification system is based upon the Federal
Highway Functional Classification System, but modified to reflect local road conditions.
Parcel 210 has approximately 300 feet of road frontage on Halfway Boulevard, extending from
the intersection of Halfway Boulevard and Downsville Pike to the northwest. The two parcels combined
have approximately 500 feet of road frontage on Downsville Pike, extending south from this same
intersection.
3
Staff Report and Analysis
RZ-17-003 Downsville Pike Land LLC
The southbound and northbound travel lanes on Downsville Pike are divided by a median. This
median extends north of the Halfway Boulevard intersection for approximately 500 feet until ending near
Ventura Drive. It runs south of this intersection for approximately Y2 mile until ending at the 1-70E off -
ramp. The median then extends briefly again for approximately another 600 feet as Downsville Pike turns
southwest.
At present, no new major roadway projects affecting capacity or traffic flow realignment are
currently slated to occur in the immediate vicinity of the subject parcels on County, State or Federal
roads, according to a review of short and long term transportation planning documents.
Of roads in the vicinity of this rezoning application, the Hagerstown/Eastern Panhandle MPO's
current Long Range Transportation Plan (Direction 2040) proposes the widening of 1-70 to six lanes
throughout the County, including the segment that runs just south of the subject parcels. These proposed
improvements have not yet obtained funding or approval at this time. The County's 2002 Comprehensive
Plan also calls for widening of 1-70 between the Frederick County Line and the MD 63 interchange within
its Transportation Element.
In addition to evaluating public access of a parcel for rezoning purposes, it is also important to
evaluate traffic generation and existing traffic volumes. This is commonly accomplished through analysis
of historic and existing traffic counts as well as any existing traffic impact studies. The intersection of
Halfway Boulevard and Downsville Pike, located immediately adjacent to the two parcels to the northeast,
offers a proximate location which has had recorded traffic counts from the Maryland State Highway
Administration (SHA) throughout the time period shown below. The traffic volume data shown in the chart
is expressed in annual average daily traffic volumes.
Table 2: Traffic Volumes 1980-2015
Year
Downsville Pike
@ Halfway Blvd
2015
12,361
2010
12,152
2005
13,175
2000
6,900
1995
6,250
1990
14,600
1985
11,000
Source: Maryland State Highway Administration
As shown in the table above, traffic volumes have remained relatively consistent during the last
ten years. Traffic volumes have grown 1.7% between 2010 and 2015. The significant dip in traffic
volumes at this location between 1995 and 2000 is likely explained by 1-70 interchange construction
during that same period, causing traffic to divert onto other roads. Accordingly, the sharp increase in
traffic volume in 2005 at this location coincides with the project's completion.
The State Highway Administration had no comment after receiving a copy of the rezoning application.
The zoning application was also sent to the Division of Plan Review and Permitting and they have
supplied the following comment regarding traffic impacts:
Engineering Plan Review: `Any development of the area to be rezoned that generates a large
amount of traffic may require a new access location onto Halfway Boulevard. Any access
location onto Halfway Boulevard will necessarily be in close proximity to the intersection with MD
632, which may result in traffic flow issues. A traffic study may be required to determine, among
other things, the impact on MD 632/Halfway Blvd intersection. In addition, Halfway Boulevard is
classified as a minor arterial which requires a minimum 500 feet spacing requirement between
access locations. Any new access onto Halfway Blvd would have to meet that requirement. "
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RZ-17-003 Downsville Pike Land LLC
2. `Any proposed development will require a site plan prepared in accordance with Zoning
Ordinance Article 4, Section 4.11 to be submitted, reviewed, and approved by the Washington
County Plan Review Department."
3. "New development will have to meet the requirements of the Highway Interchange District found
in Article 19 of the Washington County Zoning Ordinance. In particular, additional buffer yards
with solid fencing and vegetative screening will be required between the HI zoned property and
the adjacent Residential Suburban zoned properties."
Public Transportation
This area is not served by public transportation. Routes 111 and 112 (Valley Mall Via
Rosehill/Summit) of the Washington County Commuter both travel south along Downsville Pike to its
intersection with Oak Ridge Drive, roughly %2 mile north of the subject parcels, but the routes then
continue to the northwest along Oak Ridge Drive.
5. Compatibility with Existina and Proposed Development in the Area:
Both of the subject parcels are currently zoned Residential Suburban (RS) and both are requesting a
change to Highway Interchange (HI). The purpose of the HI zoning district is:
"...to provide suitable locations for commercial activities or light industrial land uses that serve
highway travelers, provide goods and services to a regional population, or uses that have a
need to be located near the interstate highway system to facilitate access by a large number of
employees, or the receipt or shipment of goods by highway vehicles... "2.
Select principal permitted uses within this zoning district include retail trades, businesses and
services, including but not limited to the following and any use permitted in the BL District, drive-in
restaurants, hotels, animal hospitals, auto sales and service establishments and more. New
development in a BG zoning district must be served by public water and sewer facilities.
There is a mix of zoning classes in the immediate vicinity of the two parcels (red box) in question,
as shown in Map 1 on the next page. Residential Suburban surrounds the properties to the north and
west above Interstate 70. The RS block gives way to Residential Urban just beyond that, in those same
directions. To the northeast is a Residential Multifamily (RM) district, while Highway Interchange (HI) lies
due east across Downsville Pike above 1-70. Below 1-70, one finds HI to the southwest; Office, Research
and Industry (ORI) to the south and Residential Transition (RT) to the southeast.
In terms of land use in the area surrounding the rezoning, residential and parkland dominate
north of 1-70. Marty Snook Memorial Park borders the subject parcels to the west. A park and ride lot is
immediately south of adjacent parcel 329. Health at Work, a health care facility in the Meritus system, is
just northeast of Halfway Boulevard. Callas Contractors, a construction firm, is found just after the 1-70
underpass on Downsville Pike to the south. A small cluster of mostly retail businesses is found at the
intersection of Downsville Pike and Oak Ridge Drive roughly'/ mile northeast.
2 Washington County Zoning Ordinance, Section 19.1, Purpose
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RZ-17-003 Downsville Pike Land LLC
Map 1: Surrounding Zoning Classifications
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A. Historic Sites
Another important component of compatibility is the location of historic structures on and around
the parcels being proposed for rezoning. According to the Washington County Historic Sites Survey there
are approximately 6 historic sites located within a 0.5 mile radius of the proposed rezoning areas. One of
the six historic sites, the Anita Rice House, is located within the boundary of parcel 408, which is subject
to this rezoning. Below is a listing of existing historic resources left within a 0.5 mile radius of the subject
parcels.
Existing historic sites onsite:
• WA-1-692: "Anita Rice House" ca. 1900-1910, vernacular, 2-story wood frame dwelling located
within Parcel 408.
Existing historic sites within % mile: (Marsh Head land grant)
• WA-1-691: "Eldridge Tenant House," ca. 1900 vernacular , 2-story wood frame dwelling
constructed as employee housing for adjoining Shafer Farm (.25 miles away).
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RZ-17-003 Downsville Pike Land LLC
• WA-1-264: "Shafer Farm," mid-19th agricultural complex encompassing five buildings including a
2-story brick farmhouse, two barns, smokehouse and stone springhouse associated with
prominent early residents of Washington County (1/3 mile away).
• WA-1-388: "David's Friendship," 18th century, 2-story stone farmhouse associated with prominent
early residents of Washington County (1/2 mile away).
• WA-1-389: "Thomas -Adams House," late 19th century 2-story brick farmhouse and wash house
outbuilding associated with prominent early residents of Hagerstown (1/2 mile).
• WA-1-376: "Stockslager Farm," mid-19th century 2-story brick cased log house now converted to
commercial through property adaptive reuse (1/2 mile).
6. Relationship of the Proposed Change to the Adopted Plan for the County:
The purpose of a Comprehensive Plan is to evaluate the needs of the community and balance the
different types of growth to create a harmony between different land uses. In general, this is
accomplished through evaluation of existing conditions, projections of future conditions, and creation of a
generalized land use plan that promotes compatibility while maintaining the health, safety, and welfare of
the general public.
Each of the properties is located in the sub -policy area Low Density Residential. The Comprehensive
Plan offers the following definition for this policy area:
"This policy area designation would be primarily associated with single-family and to a
lesser degree two-family or duplex development. It is the largest policy area proposed for
the Urban Growth Area and becomes the main transitional classification from the urban
to rural areas. "3
7. "Change or Mistake" Rule
When rezonings are not part of a comprehensive rezoning by the governing body, individual map
amendments (also known as piecemeal rezonings) are under an obligation to meet the test of the
"Change or Mistake" Rule. The "Change or Mistake" Rule requires proof by the applicant that there has
been either: a substantial change in the character in of the neighborhood since the last comprehensive
zoning plan, or a mistake in designating the existing zoning classification.
As part of the evaluation to determine whether the applicant has proven whether there has been
either a change or mistake in the zoning of a parcel, the Maryland Annotated Code Land Use Article and
the Washington County Zoning Ordinance state that the local legislative body is required to make findings
of fact on at least six different criteria in order to ensure that a consistent evaluation of each case is
provided. Those criteria include: 1) population change; 2) the availability of public facilities; 3) present
and future transportation patterns; 4) compatibility with existing and proposed development for the area;
5) the recommendation of the planning commission; and 6) the relationship of the proposed amendment
to the local jurisdiction's Comprehensive Plan.
Even when change or mistake has been sufficiently sustained, it merely allows the local
governing body the authority to change the zoning; it does not require the change. When conditions are
right for a change the new zone must be shown to be appropriate and logical for the location and
consistent with the County's Comprehensive Plan.
Staff Analysis:
The analysis of a rezoning request begins with a strong presumption that the current zoning is
correct. It is assumed that the governing body performed sufficient analysis, exercised care, and gave
3 2002 Washington County, Maryland Comprehensive Plan, Page 243
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RZ-17-003 Downsville Pike Land LLC
adequate consideration to all known concerns when zoning was applied to a parcel of land. However,
there are instances by which a case can be established to show that the governing body either erred in
establishment of the proper zoning of a property or that enough change has occurred within the
neighborhood surrounding the property since the governing body's last assessment to require a new
evaluation of the established zoning designation.
The applicant of this case has indicated in their justification statement that they believe that there
has been both a mistake in the current zoning and a substantial change in the character of the
neighborhood since the last comprehensive rezoning in 2012. As noted in the prior section describing
the "Change or Mistake" Rule, the Washington County's Zoning Ordinance requires data to be presented
to the local legislative body on factors such as population change, present and future traffic patterns, the
availability of public facilities, the relationship of the proposed change to the Comprehensive Plan and its
compatibility with existing and proposed development in order to determine how the area subject to
rezoning has evolved over time.
A. Evidence for Mistake in the Current Zoning
In order to demonstrate that a mistake was made by the regulatory body in applying the existing
zoning classification to the parcel, the applicant must establish error occurred as a result of factors such
as:
1. A failure to take into account projects or trends probable of fruition;
2. Decisions based on erroneous information;
3. Facts that later prove to be incorrect;
4. Events that have occurred since the current zoning; or
5. Ignoring facts in evidence at the time of zoning application.
The last Comprehensive Rezoning in Washington County was completed in 2012, affecting the Urban
Growth Area that surrounds the City of Hagerstown and the towns of Williamsport and Funkstown. The
Rezoning affected approximately 17,000 parcels and 38,000 acres of land .4 Information such as
population projections, growth trends, transportation and infrastructure data, and the recommendations of
the Comprehensive Plan were considered as a part of this effort. The input of property owners, local
officials, County staff and the general public was also solicited and considered in the assignment of each
parcel affected by the Comprehensive Rezoning.
The applicant's primary assertion in offering proof that a mistake was made in the designation of the
current zoning classification is to question whether the location and characteristics of parcels 210 and 408
make them more representative of adjacent residential or commercially zoned areas. The applicant
contends that the Board of County Commissioner's erred in their decision during the 2012 UGA
Comprehensive Rezoning to rezone the land radiating northeast and southwest from the 1-70 interchange
to HI, but not the adjacent parcels which are the focus of this rezoning.
The applicant claims that factors such as the following were not fully considered by the Board in their
decision:
• The separation of parcels 210 and 408 from adjacent residential areas to the north and west
by Halfway Blvd and Marty Snook Park;
• The proximity of other commercial development to the east, and
• The proximity of the 1-70 interchange (both for its development potential and traffic impacts
on a residential use)
4 Washington County Ordinance No. ORD-2012-08
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For these reasons, the applicant feels that the subject parcels should have been considered similarly
situated to those located adjacent to the 1-70 interchange which were rezoned to HI in 2012 by the Board.
Given the Board's decision in 2012 was to retain the RS zoning classification for these parcels, we
can only conclude that the governing body judged that the site more closely fit the character of the nearby
residential neighborhoods than it did adjacent areas that either had or were given a commercial zoning
class.
We can surmise that there are good reasons for such a conclusion. As noted by the applicant on
multiple occasions within his justification statement, the parcel has a long history of residential usage.
Residential use on parcel 408 goes back more than 100 years, for example.
In addition to the established residential history of these properties, there are also challenges with
the existing transportation patterns. The location of the two parcels at the intersection of Halfway Blvd
and MD 632 presents a challenge in terms of access, as noted by SHA in their comments on page 5 of
this report. There is a concrete median running north and south along MD 632 from approximately 500
feet south of the intersection with 1-70 eastbound off ramp north to Venture Drive, with the only interrupted
area being at Halfway Blvd in the vicinity of the site.
It is evident from this configuration that the State Highway Administration is attempting to limit the
number of left hand turn movements in this vicinity due to its proximity with Interstate off ramps and high
volumes of traffic. While the developer may not be asking for an additional break in the median, creating
a retail destination area on these properties could increase the amount of U-turn traffic at the intersection
with Halfway Boulevard and create additional traffic issues at this intersection. Furthermore, there is very
limited road access to Halfway Boulevard. Almost the entire road frontage along Halfway Boulevard has
dual left turn lanes meaning that traffic entering the site will need to cross two lanes of on -coming traffic.
The alternative to access on the subject parcel would be to divert access to the entrance of Marty Snook
Regional Park. This presents a safer access point but then has an impact on the traffic related to the
park.
For these reasons, it is reasonable to assume that the local legislative body took in the relevant
factors and concluded that the continuation of the RS zoning class was a good fit at this particular
location.
B. Evidence for Substantial Change in the Character of the Neighborhood
In addition to the claim that the Board made a mistake in the application of the current zoning, the
applicant also argues that there has been a substantial change in the character of the neighborhood
since the time of the last comprehensive zoning plan. In order to demonstrate that a substantial change
has occurred in the character of the neighborhood since the passage of the last Comprehensive Zoning
Plan, the applicant must establish:
1. What area reasonably constitutes the "neighborhood" of the subject property,
2. The changes that have occurred in the neighborhood since the comprehensive rezoning;
3. Proof that these changes resulted in a change in the character of the neighborhood.
Maryland case law has consistently established that these factors must be considered cumulatively,
not individually, if the applicant is to demonstrate proof that a substantial change in the character of the
neighborhood has occurred. Correspondingly, a substantial change in any one individual factor doesn't
necessarily illustrate that substantial change has occurred in the neighborhood overall.
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C. Neighborhood Definition
In determining what reasonably constitutes the neighborhood surrounding parcels 210 and 408, we
again confront the challenge of answering the question presented within the prior "mistake" section: is this
site more similarly situated to nearby residential or commercial areas? The Applicant's Exhibit B presents
their interpretation of the boundaries of the neighborhood. While this Exhibit displays an aerial photo
utilizing a 1 mile radius around the site to encompass the "neighborhood," the applicant narrows down its
borders considerably by saying:
"The neighborhood that faces the same situation as the Site, in reality, is not the nearby
residential neighborhoods along Halfway Boulevard but more appropriately the
commercial corridor along Downsville Pike and near or adjacent to its interchange with 1-
70.'5
While the concept of a neighborhood is flexible according to its geographical context, as the applicant
notes citing Montgomery v. Board of County Commissioners for Prince George's County (1971),
subsequent Maryland case law demonstrates that the neighborhood must be reasonable, not "unduly
restrictive" and include the "immediate environs of the subject property." s
The neighborhood defined by the applicant in the aerial photograph meets this test, appropriately
encompassing the influence of the commercial and residential areas that are immediately adjacent. The
applicant's above written statement however fails the "immediate environs" and "unduly restrictive" tests
that would render their interpretation of the neighborhood's boundaries fairly debatable by marginalizing
all of the surrounding property zoned for residential uses (zoning classes RS and RM) in the immediate
vicinity of the property to the west, north and northeast as being immaterial to the site. By extension,
Marty Snook Park, which is also zoned RS, and directly abuts the property on two sides, would also be
excluded by this narrow neighborhood definition. The applicant reinforced this narrowed interpretation by
highlighting the Downsville Pike commercial corridor in the application package provided to the planner.
D. Changes that have occurred in the Neighborhood
The applicant contends in their Justification Statement that a substantial change has occurred in the
character of the neighborhood since the 2012 Comprehensive Rezoning of the UGA. As evidence they
offer:
1. The rezoning of several adjacent parcels as a part of the 2012 Urban Growth Area Rezoning to
all for more intensive uses
2. An increase in annual average daily traffic at the intersection of Halfway Boulevard and
Downsville Pike from 2012 to 2015
3. The approval of a new Sheetz across Downsville Pike from the site
I. Zoning Changes in the Vicinity
Typically, piecemeal rezoning cases seeking to establish a claim that there has been a change in the
character of the neighborhood should use the last comprehensive rezoning of the area as their starting
point to illustrate substantial change. "Changes contemplated prior to the last comprehensive are
usually not relevant in determining whether a substantial change has occurred to support
rezoning of the property"'.
5 Applicant's Justification Statement, P.7
6 Sedney v. Lloyd, 44 Md. App. 633, 410 A.2d 616 (1980)
Guide to Maryland Zoning Decisions, 5°i Edition, Stanley Abrams referencing Maryland Court of Appeals Case
Buckel v. Board of County Commissioners of Frederick County, 80 Md. App. 305, 562 A.2d 1297 (1989)
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RZ-17-003 Downsville Pike Land LLC
Though not typical, there have been cases whereby the Maryland Court system has provided leeway
for applicants to use zoning and other changes that occurred prior to the last comprehensive rezoning to
be used as evidence of a substantial change; however, they must be coupled with evidence showing
substantial change after the fact.
"Changes which may have occurred prior to the last comprehensive rezoning need not be
wholly disregarded when a change from that zoning is under consideration. It may be, as
was the case here, that it was a rather close question in the minds of the officials
concerned whether a change in the zoning of the land involved should not have been
made at the time of the last comprehensive zoning, and additional changes thereafter
may bring the zoning status of the land as to which action is sought over the line dividing
different zones. "s
In this case the applicant does not call out specific rezoning cases that occurred previous to the last
comprehensive rezoning adopted in 2012. Rather the applicant simply states that the comprehensive
rezoning in and of itself constitutes a substantial change. This argument has repeatedly been struck
down in the court system due to the fact that the point of a comprehensive rezoning is to analyze historic
changes and future growth projections to establish the appropriate zoning on parcels in their jurisdiction.
If the property owner felt aggrieved by the decision they had the option to appeal the rezoning of the
property at that time.
For the sake of argument, Staff has reviewed the zoning of the area prior to the 2012 Urban Area
Comprehensive Rezoning. Map 2 shows the zoning in the vicinity just before the Comprehensive
Rezoning of the UGA. This image provides a baseline image from which to detect how the area's zoning
has changed in the time since 2012.
In Map 2 we can see that both before and after the adoption of the Comprehensive UGA Rezoning in
2012, the subject parcels were zoned Residential Suburban (RS). At that time, the properties were
bounded on the north and northwest by RS zoning; Agricultural (A) zoning to the south and west;
Highway Interchange (HI-1) to the east, and Residential Multi -family to the south, east and northeast.
South of Interstate 70 Office, Research and Technology (ORT), Agricultural and Highway Interchange
(HI-2) zoning could be found within the immediate vicinity of the site.
The HI-2 zoning district, which was a predominantly high density residential zoning district that also
allowed some light industrial uses, was located roughly '/z mile southeast of the subject parcels. These
prior zoning classifications can be seen in Map 2 below, which approximates the site location in a red
box.
'Town of Somerset v. County, 229 Md. 42 (1962) & Runyon v. Glackin, 45 Md. App. 457, 413 A.2d 291 (1980)
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The current zoning, shown below, demonstrates the effects of Urban Area Comprehensive
Rezoning. The old Agricultural zoning classification that applied to several adjacent parcels in the vicinity
was eliminated, necessitating their reassignment to new zoning classes. By and large, most of these
parcels were assigned to varying residential classes that are fitting of the gradually decreasing density
that signals the transition from the core to the fringes inside of the Urban Growth Area. Notably, Marty
Snook Park was assigned to the RS zoning class as it was determined that this designation most closely
fit its most immediate neighborhood, in addition to allowing the park as a principal permitted use. The HI-
2 district has also been replaced by the similar Residential Urban (RU) zoning class with the repeal of the
HI-2 classification in 2012.
The RM zoning district adjacent to the parcels subject to this rezoning also was changed to HI
during the 2012 UGA Comprehensive Rezoning. It's important to understand that the RM zoning for this
parcel was in place prior to the completion of the 1-70 interchange that significantly transformed
immediate portions of the neighborhood following its completion in 1999. Thus, in 2012 when the UGA
Comprehensive Rezoning occurred, the rezoning of the Interchange Parcel reflected administrative
recognition that the site conditions on the parcel had been transformed by the construction and reflected
that in the zoning. The same could not be said of parcels 210 and 408, where the onsite and surrounding
neighborhood conditions remained largely the same as they were in the past. Accordingly, the site
conditions of the Interchange Parcel (which encompasses the recently approved Sheetz) were
qualitatively different than those found on parcel's 210 and 408, to significant degree, when the decision
was made by the Board to rezone the former to HI, but keep the latter parcels as RS.
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RZ-17-003 Downsville Pike Land LLC
Map 3: Current Zoning
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Aside from the interchange parcel, additional expanded areas of Highway Interchange (HI) also
appear on Map 3. These new areas demonstrate administrative recognition with stakeholder input,
during the Comprehensive Urban Growth Area Rezoning, of the land use changes that had occurred in
the area as a result of the completion of the 1-70 interchange at Downsville Pike in 1999. The HI wedges
shown below radiate outward from the boundaries of this interchange, replacing notable portions of the
former ORT immediately south of 1-70. ORT became ORI (Office, Research and Industry) in the
remaining portion, which allowed for a greater range of uses within a similar zoning class.
These comprehensive rezoning changes encompass parcels 258, 262, and 264, which are
specifically noted by the applicant in their Justification Statement as being indicative of substantial
neighborhood change. As stated above in discussing the interchange parcel, these properties are
qualitatively different sites than parcels 210 and 408. They are located distant to any dense residential
neighborhoods and have long been planned for either commercial industrial use. Their location directly
on 1-70 makes their use unsuitable for anything but these types of uses, in contrast to the subject parcels,
which clearly are influenced by the adjacent park and residential neighborhoods. It is debatable whether
these particular parcels should be considered part of the "neighborhood" given these characteristics, and
their distant location to the parcels in question.
The rezoning of the block of parcels to the east of the subject site from HI-1 to HI represents
administrative recognition that existing uses on those properties, such as Premium Outlets on parcel 176,
serve a regional population in keeping with the definition of the present HI zoning district. Given the
location of the subject site; bordered by a park and substantial residential neighborhoods, a zoning
classification that serves primarily a local, not regional population, would seem more logical for the site.
The last approved piecemeal rezoning in the immediate vicinity of the site occurred in 2000 (RZ-
00-002), lending further credence to the stable character of the neighborhood.
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RZ-17-003 Downsville Pike Land LLC
Summarily, from a zoning standpoint, the changes which occurred in the neighborhood resulting
from the construction of the 1-70 interchange at Downsville Pike were considered and responded to by the
implementation of the Comprehensive Rezoning of UGA the 2012. Since that time, there hasn't been
significant activity that suggests substantial change has occurred in the neighborhood, as evidenced by
the lack of requests for piecemeal rezoning.
Note: Applicant's Exhibit D is labeled "2012 Zoning" but actually shows the Current Zoning just after the
UGA Rezoning took place in that year.
ii. Changes in Average Annual Daily Traffic
While the applicant presents accurate data on the on Annual Average Daily Traffic from the State
Highway Administration between 2012 and 2015, it is important to understand the caveats to the
Applicant's conclusion that traffic is increasing to a considerable degree in the neighborhood.
First, traffic count data was considered by the Board as a part the Urban Area Comprehensive
Rezoning in 2012, and was factored into the ultimate decisions about the appropriate zoning classification
for the subject parcels, and the surrounding area. Second, traffic data can vary considerably from year to
year at any given location, due to factors that may not necessarily be locally derived. If, for example,
construction work on a nearby arterial road necessitates closure or diversion of traffic to alternate routes,
neighboring roads can see short-term upticks in traffic that may not necessarily be indicative of long-term
traffic increases.
Long-term traffic data tells a different story about area traffic volume than the short term data
presented by the Applicant at the Halfway Boulevard/Downsville Pike intersection. The applicant's Exhibit
E makes this clear, as does Table 2 of this report on page 2.
Exhibit E shows that traffic did increase from 2012 to 2015 (10,871 to 12,361 ADT) as the Applicant
contends. This trend obscures the fact that the 2012 traffic count also represented a slight decrease in
traffic volume from 2011 (10,960 in 2011 to 10,871 ADT in 2012).
Traffic also decreased in the three years prior to 2012 (12,152 in 2010 to 10,871 in
2012).
Further, the 2015 traffic count represents a 15.33% decrease from the peak traffic
count at this location, which occurred in 1990, as shown in Table 2 (14,600 in 1990 to
12,361 in 2015 ADT).
In effect, the traffic at this intersection has yet to regain the volume that it reached prior to the
construction of the interchange at 1-70 and Downsville Pike. Thus, while traffic has marginally increased
in the last few years at this intersection, the increase has not increased traffic volume to past its historic
levels.
A traffic impact analysis was also conducted in February 2017 as a part of the development
review process for the Sheetz gas station and convenience store recently approved by the Planning
Commission and noted by the applicant for this proposed rezoning. The study concluded that traffic
volume has remained largely flat at the Downsville Pike/Halfway Blvd intersection in the time since the
interchange was constructed in 1999.9
Ill. Relationship to 2002 Washington County Comprehensive Plan
In 2002 the Washington County Comprehensive Plan was updated. As part of that update an
evaluation of existing and projected land uses were evaluated to develop a guide for future land use
9 Traffic Impact Analysis (TIS-17-001) conducted February 13, 2017 by Street Traffic Studies, Ltd.
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RZ-17-003 Downsville Pike Land LLC
decisions in the County; the Land Use Map. This map provides a generalized analysis and projection of
land uses in various regions of the County. The Land Use Map was heavily consulted as part of the
Urban Growth Area Rezoning.
As shown in the map below, cropped from the adopted Land Use Map in Chapter 12 of that Plan,
the County projected that land within and surrounding the subject parcels to develop in the manner
eventually realized in the 2012 Comprehensive Rezoning: Industrial Flex (IF) south of 1-70 and east of
Downsville Pike; Low and High Density Residential (LD, HD) to the north, Commercial (CM) surrounding
the northern Interchange Parcel and Open Space (OS) for Marty Snook Park. By and large, what was
projected in this map has been borne out on the ground over the last 14 years. Thus, projected changes
in the neighborhood were largely accounted for in prior long range planning and comprehensive rezoning
efforts by the County. The 2002 Comprehensive Land Use Map can be seen below.
Map 4: 2002 Comprehensive Plan Land Use Map
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RZ-17-003 Downsville Pike Land LLC
iv. Recommendation:
The applicant claims that both a mistake in the designation of the existing zoning and a
substantial change in the character of the neighborhood have or did occur since the time of the last
comprehensive rezoning, thereby warranting their petition to rezone the property from RS to Hl.
The burden of the applicant in a "Mistake" case is to provide evidence that the Board:
1. Failed to take into account projects or trends probable of fuition,
2. Made decisions based on erroneous information,
3. Used facts that later prove to be incorrect,
4. Couldn't have foreseen events that have occurred since the current zoning,
5. Ignored facts in evidence at the time of zoning application.
The burden of the applicant in a "Change" case is to illustrate three points:
1. Defining the boundaries of the neighborhood,
2. Demonstrating that substantial changes have occurred since the last Comprehensive
Rezoning Plan, and
3. Showing that those changes resulted in the altered character of the neighborhood.
Regarding the charge of mistake, this analysis has revealed that the Board very likely did
consider the facts presented by the applicant during the UGA Comprehensive Rezoning (such as the
challenges and unique characteristics of the site's location noted on page 9), and concluded in 2012 that
the site more closely fit with the residential neighborhoods to the north and west, than it did the
commercial neighborhoods located to the east and south for reasons such as those provided on that
same page.
The analysis has also revealed that the applicant has not met the burdens in proving that a
substantial change has occurred in the neighborhood since the 2012 UGA Rezoning. First, the applicant
fails to reasonably define the neighborhood boundaries by marginalizing the adjacent residential
neighborhoods and parkland that that immediately abut the property to the north and west in favor of
those parcels in the vicinity that are zoned commercial. Second, the changes cited by the applicant which
have occurred in the neighborhood; in terms of zoning changes in the vicinity, traffic counts, and road
improvements, were all considered and accounted for in full during the Comprehensive Rezoning of the
Urban Growth Area in 2012. Accordingly, the building of a new Sheetz store nearby should be
recognized as an example of planned growth, not as evidence of neighborhood change.
Finally, as stated on page 10, "Changes contemplated prior to the last comprehensive are
usually not relevant in determining whether a substantial change has occurred to support
rezoning of the property."f0 Insufficient evidence beyond the intentional changes resulting from the
UGA Rezoning itself have been offered by the applicant demonstrating recent substantial change in the
character of the neighborhood since 2012.
When paired with the background information cited at the beginning of this Staff Report, such as
the Halfway District population growing more slowly than the County as a whole and modest growth in
traffic volume, a picture emerges that substantial change in the character of the neighborhood has not
occurred in the past five years.
10 Guide to Maryland Zoning Decisions, 5 h Edition, Stanley Abrams referencing Maryland Court of Appeals Case
Buckel v. Board of County Commissioners of Frederick County, 80 Md. App. 305, 562 A.2d 1297 (1989)
16
Staff Report and Analysis
RZ-17-003 Downsville Pike Land LLC
Consequently, the staff analysis has concluded that convincing proof has not been offered by the
applicant demonstrating either a mistake in the current zoning, or a substantial change in the character of
the neighborhood since the 2012 UGA Rezoning in their petition to rezone the property from RS to HI.
Respectfully Submitted,
Travis Allen
Comprehensive Planner
17
Washington County
DEPARTMENT OF PLANNING & ZONING
COMPREHENSIVE PLANNING 0 LAND PRESERVATION P FOREST CONSERVATION f GIS
October 30, 2017
APPLICATION FOR MAP AMENDMENT
PLANNING COMMISSION RECOMMENDATION
Property owner(s):
Applicant(s):
Location:
Election District:
Comprehensive Plan Designation
Zoning Map:
Parcel(s):
Acreage:
Existing Zoning:
Requested Zoning:
Date of Public Meeting:
RECOMMENDATION
RZ-17-003
Downsville Pike Land, LLC
Christopher R. Smith
Northwest side of Downsville Pike, % mile north of 1-70
#26 - Halfway
Low Density Residential
57
Parcel 210 and Parcel 408
1.60 acres (P. 210 —1.10 ac.; P. 408 - .50 ac.)
RS — Residential Suburban
HI — Highway Interchange
September 25, 2017
The Washington County Planning Commission took action at its regular meeting held on Monday, October 2,
2017 to recommend approval of Map Amendment RZ-17-003 to the Board of County Commissioners. The
Commission considered the applicant's claim that there was a mistake in the zoning of the property during
the 2012 Comprehensive Urban Growth Area Rezoning and that there has been a change in the character of
the neighborhood since the 2012 Comprehensive UGA rezoning. The Commission evaluated the supporting
documentation submitted with the application and the applicant's presentation during the public rezoning
information meeting. The Commission also considered the Staff Report and Analysis, verbal comments of
interested parties provided during the public rezoning information meeting and written comments received
by the Department of Planning & Zoning.
The Commission evaluated supporting documents submitted with the application that cited the location near
the interchange, other Highway Interchange rezonings, traffic impacts, and the recent abandonment of the
parcels for residential purposes as support for the mistake claim. Further, the Planning Commission
considered the applicant's proposition that other zoning changes have occurred in the neighborhood along
the Downsville Pike and continued commercial development along with traffic impacts have caused change
in the character of the neighborhood. The Planning Commission recognized that continued residential use
may be difficult in light of intersection expansions that will further complicate residential access and, that in
the future, commercial uses may be more suitable and able to accommodate access restrictions.
120 West Washington Street, 2°d Floor I Hagerstown, MD 217401 P: 240.313.24301 F: 240.313.24311 TDD: 7-1-1
WWW.WASHCO-MRNET
Open Session Item
SUBJECT: Bid Award (PUR-1380) Janitorial Services for Washington County
PRESENTATION DATE: April 24, 2018
PRESENTATION BY: Brandi Naugle, CPPB, Buyer - Purchasing Department, and John
Pennesi, Deputy Director, Parks and Facilities Department
RECOMMENDED MOTION: Move to award the Janitorial Services contract to the
responsible, responsive, bidder under Option No. 1 to P2 Cleaning Service LLC of Laurel, MD
for the total amount of $227,612.91 annually and unit cost as follows: Additional carpet cleaning
as required (per square foot) $.18, Hourly labor rate per person for additional services as
required, regular rate per hour $20.00, and Hourly labor rate per person for additional services as
required Saturdays, Sundays and Holidays $25.00.
REPORT-IN-BRIEF: The County accepted bids for the Janitorial Services on March 14,
2018. The bid was advertised on the State of Maryland’s “eMaryland Marketplace” website and
the County’s web site, and in the local newspaper. Twenty-Five (25) persons/companies
registered and downloaded the bid document on-line and Nine (9) bids were received. The
contract term is for one (1) year with an option by the County to renew for up to four (4)
additional consecutive one (1) year periods tentatively commencing July 1, 2018. The County
reserves the right to accept or reject any request for renewal by the Bidder and any increase in
monthly costs for each specified building.
DISCUSSION: N/A
FISCAL IMPACT: Funds are budgeted for these services within the following FY’19
accounts.
County Administration Building – 515270-10-10910 - $42,928.96
County Administration Building No. 2 – 515270-10-10915 - $24,079.08
County Court House and Annex – 515270-10-10930 - $61,140.88
County Extension Services Office Building – 515270-10-23050 - $15,529.92
County Office Building – 515270-10-10940 - $47,783.76
Emergency Services – 515270-10-11440 - $18,120.00
CONCURRENCES: Jim Sterling, Director of Public Works
ALTERNATIVES: N/A
ATTACHMENTS: Bid Tabulation Matrix
AUDIO/VISUAL NEEDS: N/A
Board of County Commissioners of Washington County, Maryland
Agenda Report Form
OPTION NO. 1: To award Location Nos. 1 to 7 to one (1) contractor
Clean Keepers, LLC
Arlington, VA
P2 Cleaning
Services, LLC
Laurel, MD
Beck & Call Professional
Services
Laurel, MD
Stockwell Maintenance
Systems, Inc.
Williamsport, MD
D & D Busy Broom, Inc.
dba BBI
Williamsport, MD
A - Annual
Price $56,534.40 $39,997.00 $42,550.90 $61,806.12 $67,050.00
& Buff Hard $300.00 $325.00 $300.00 $350.00 $250.00
C - Annual Window
Cleaning $200.00 $1,325.00 $400.00 $250.00 $575.00
Total
Annual Price $57,034.40 $41,647.00 $43,250.90 $62,406.12 $67,875.00
Location No. 2 - Court House & Court House Annex:
A - Annual
Price $55,121.04 $67,943.00 $60,250.50 $60,291.00 $64,950.00
& Buff Hard $250.00 $200.00 $275.00 $275.00 $350.00
C - Annual Window
Cleaning $170.00 $1,200.00 $150.00 $200.00 $250.00
Total
Annual Price $55,541.04 $69,343.00 $60,675.50 $60,766.00 $65,550.00
Janitorial Services
* Corrected calculations based on unit pricing 1 Bids Opened: 05-29-13
Clean Keepers, LLC
Arlington, VA
P2 Cleaning
Services, LLC
Laurel, MD
Beck & Call Professional
Services
Laurel, MD
Stockwell Maintenance
Systems, Inc.
Williamsport, MD
D & D Busy Broom, Inc.
dba BBI
Williamsport, MD
Location No. 3 - Administrative Annex Building:
A - Annual
Price $14,133.60 $17,188.00 $15,250.25 $16,351.56 $16,025.00
& Buff Hard $75.00 $120.00 $100.00 $100.00 $75.00
C - Annual Window
Cleaning $50.00 $250.00 N/A $75.00 $0.00
Total
Annual Price $14,258.60 $17,558.00 $15,350.25 $16,526.56 $16,100.00
Location No. 4 - County Office Building:
A - Annual
Price $42,400.80 $39,662.00 $45,578.50 $46,654.56 $49,000.00
& Buff Hard $400.00 $430.00 $500.00 $450.00 $500.00
C - Annual Window
Cleaning $50.00 $1,500.00 $50.00 $75.00 $150.00
Total
Annual Price $42,850.80 $41,592.00 $46,128.50 $47,179.56 $49,650.00
Location No. 5 - Extension Services Office Building/Rural Heritage Museum Office:
A - Annual
Price $14,133.60 $8,645.00 $15,350.50 $16,351.56 $15,800.00
& Buff Hard $150.00 $150.00 $150.00 $175.00 $150.00
C - Annual Window
Cleaning $50.00 $250.00 N/A $100.00
Total
Annual Price $14,333.60 $9,045.00 $15,500.50 $16,626.56 $15,950.00
Corrected calculations based on unit pricing 2 Bids Opened: 03-14-2018
Clean Keepers, LLC
Arlington, VA
P2 Cleaning
Services, LLC
Laurel, MD
Beck & Call Professional
Services
Laurel, MD
Stockwell Maintenance
Systems, Inc.
Williamsport, MD
D & D Busy Broom, Inc.
dba BBI
Williamsport, MD
Location No. 6 - Division of Emergency Services:
A - Annual
Price $14,133.60 $15,553.00 $24,000.00 $16,351.56 $16,900.00
& Buff Hard $200.00 $250.00 $400.00 $200.00 $500.00
$50.00 $150.00 $50.00 $125.00 $125.00
Total
Annual Price $14,383.60 $15,953.00 $24,450.00 $16,676.56 $17,525.00
A - Annual
Price $28,267.20 $32,074.91 $43,350.50 $31,503.12 $33,000.00
& Buff Hard $600.00 $250.00 $500.00 $150.00 $400.00
Cleaning $150.00 $150.00 N/A $100.00 $0.00
Total
Annual Price $29,017.20 $32,474.91 $43,850.50 $31,753.12 $33,400.00
TOTAL LUMP SUM
BID for Option No. 1
(Location
Nos. 1 through 7)
$227,419.24 $227,612.91 $249,206.15 $251,934.48 $266,050.00
Corrected calculations based on unit pricing 3 Bids Opened: 03-14-2018
Clean Keepers, LLC
Arlington, VA
P2 Cleaning
Services, LLC
Laurel, MD
Beck & Call Professional
Services
Laurel, MD
Stockwell Maintenance
Systems, Inc.
Williamsport, MD
D & D Busy Broom, Inc.
dba BBI
Williamsport, MD
Location No. 1 - County Administration Complex:
A - Annual
Price $56,534.40 $41,234.00 $44,500.50 $61,806.12 $67,050.00
& Buff Hard $300.00 $325.00 $600.00 $350.00 $250.00
C - Annual Window
Cleaning (Interior)$200.00 $1,325.00 $350.00 $250.00 $575.00
Total
Annual Price $57,034.40 $42,884.00 $45,450.50 $62,406.12 $67,875.00
Location No. 2 - Court House & Court House Annex:
A - Annual
Price *$55,121.00 $70,044.00 $62,900.50 $60,291.00 $64,950.00
& Buff Hard $250.00 $200.00 $400.00 $275.00 $350.00
C1 - Annual Window
Cleaning $170.00 $1,200.00 $200.00 $200.00 $250.00
Total
Annual Price *$55,541.00 $71,444.00 $63,500.50 $60,766.00 $65,550.00
Location No. 3 - Administrative Annex Building:
A - Annual
Price $14,133.60 $17,720.00 $17,500.50 $16,351.56 $16,025.00
& Buff Hard $75.00 $120.00 $175.00 $100.00 $75.00
C1 - Annual Window
Cleaning $50.00 $250.00 N/A $75.00 $0.00
OPTION NO. 2: To award each location (Location Nos. 1 to 7) separately:
* Corrected calculations based on unit pricing 4 Bids Opened: 03-14-2018
Clean Keepers, LLC
Arlington, VA
P2 Cleaning
Services, LLC
Laurel, MD
Beck & Call Professional
Services
Laurel, MD
Stockwell Maintenance
Systems, Inc.
Williamsport, MD
D & D Busy Broom, Inc.
dba BBI
Williamsport, MD
Total
Annual Price $14,258.60 $18,090.00 $17,675.50 $16,526.56 $16,100.00
Corrected calculations based on unit pricing 5 Bids Opened: 03-14-2018
Clean Keepers, LLC
Arlington, VA
P2 Cleaning
Services, LLC
Laurel, MD
Beck & Call Professional
Services
Laurel, MD
Stockwell Maintenance
Systems, Inc.
Williamsport, MD
D & D Busy Broom, Inc.
dba BBI
Williamsport, MD
Location No. 4 - County Office Building:
A - Annual
Price $42,400.80 $40,888.00 $49,575.50 $46,654.56 $49,000.00
& Buff Hard $400.00 $430.00 $550.00 $450.00 $500.00
C - Annual Window
Cleaning $50.00 $1,500.00 $100.00 $75.00 $150.00
Total
Annual Price $42,850.80 $42,818.00 $50,225.50 $47,179.56 $49,650.00
Location No. 5 - Extension Services Office Building/Rural Heritage Museum Office:
A - Annual
Price $14,133.60 $8,912.00 $17,500.50 $16,351.56 $15,800.00
& Buff Hard $150.00 $150.00 $200.00 $175.00 $150.00
C - Annual Window
Cleaning $50.00 $250.00 N/A $100.00
Total
Annual Price $14,333.60 $9,312.00 $17,700.50 $16,626.56 $15,950.00
Location No. 6 - Division of Emergency Services Facility:
A - Annual
Price $14,133.60 $16,034.00 $25,500.50 $16,351.56 $16,900.00
B - Annual Window
Cleaning $200.00 $250.00 $550.00 $200.00 $500.00
& Buff Hard $50.00 $150.00 $100.00 $125.00 $125.00
Total
Annual Price $14,383.60 $16,434.00 $26,150.50 $16,676.56 $17,525.00
Corrected calculations based on unit pricing 6 Bids Opened: 03-14-2018
Clean Keepers, LLC
Arlington, VA
P2 Cleaning
Services, LLC
Laurel, MD
Beck & Call Professional
Services
Laurel, MD
Stockwell Maintenance
Systems, Inc.
Williamsport, MD
D & D Busy Broom, Inc.
dba BBI
Williamsport, MD
Location No. 7 - Women Infants & Children (WIC) Location:
A - Annual
Price $28,267.20 $33,066.91 N/A $31,503.12 $33,000.00
B - Annual Window
Cleaning $600.00 $250.00 N/A $150.00 $400.00
& Buff Hard $150.00 $150.00 N/A $100.00 $0.00
Total $29,017.20 $33,466.91 $0.00 $31,753.12 $33,400.00
OPTIONS:
Additional Carpet
Cleaning, as required
(per square foot)
$0.10 $0.18 N/A $0.16 $0.19
Hourly Labor Rate
per person for
Additional Services
as required. Regular
(per hour)
$13.59 $20.00 N/A $12.15 $10.10
person for Additional
Services as required
Saturdays, Sundays
and Holidays:
$13.59 $25.00 N/A $13.75 $17.20
As stated on the General Conditions & Instructions to Bidders:
When an error is made in extending total prices, "the written unit bid price shall govern. In the absence of written prices, the unit bid price shall govern".
Corrected calculations based on unit pricing 7 Bids Opened: 03-14-2018
Clean Keepers, LLC
Arlington, VA
P2 Cleaning
Services, LLC
Laurel, MD
Beck & Call Professional
Services
Laurel, MD
Stockwell Maintenance
Systems, Inc.
Williamsport, MD
D & D Busy Broom, Inc.
dba BBI
Williamsport, MD
Corrected calculations based on unit pricing 8 Bids Opened: 03-14-2018
OPTION NO. 1: To award Location Nos. 1 to 7 to one (1) contractor
Sentral Services
Kensington, MD
Servtec Custodial, Inc.
Hagerstown, MD
Clean Team Janitorial
Service, Inc.
Washington, DC
Associated Building
Maintenance Co., Inc.
Crofton, MD
A - Annual
Price $65,328.00 $63,953.95 $72,744.00 $60,150.52
& Buff Hard $1,565.00 $1,000.00 $4,087.00 $720.00
C - Annual Window
Cleaning $1,200.00 $1,500.00 $4,050.00 $500.00
Total
Annual Price $68,093.00 $66,453.95 $80,881.00 *$6,370.52
Location No. 2 - Court House & Court House Annex:
A - Annual
Price $63,156.00 $62,478.97 $70,925.40 $59,486.11
& Buff Hard $936.00 $1,000.00 $2,883.75 $720.00
C - Annual Window
Cleaning $1,340.00 $1,500.00 $2,500.00 $500.00
Total
Annual Price $65,432.00 $64,978.97 $76,309.15 $60,706.11
Janitorial Services
Corrected calculations based on unit pricing 9 Bids Opened: 03-14-2018
Sentral Services
Kensington, MD
Servtec Custodial, Inc.
Hagerstown, MD
Clean Team Janitorial
Service, Inc.
Washington, DC
Associated Building
Maintenance Co., Inc.
Crofton, MD
Location No. 3 - Administrative Annex Building:
A - Annual
Price $16,488.00 $19,704.80 $18,186.00 $14,777.59
& Buff Hard $780.00 $1,000.00 $900.00 $160.00
C - Annual Window
Cleaning $650.00 $1,500.00 $200.00 $150.00
Total
Annual Price $17,918.00 $22,204.80 $19,286.00 $15,087.59
Location No. 4 - County Office Building:
A - Annual
Price $49,728.00 $49,204.23 $54,558.00 $45,564.50
& Buff Hard $3,040.00 $1,000.00 $4,660.50 $1,040.00
C - Annual Window
Cleaning $250.00 $1,500.00 $600.00 $750.00
Total
Annual Price $53,018.00 $51,704.23 $59,818.50 $47,354.50
Location No. 5 - Extension Services Office Building/Rural Heritage Museum Office:
A - Annual
Price $16,260.00 $19,704.80 $18,186.00 $14,777.59
& Buff Hard $250.00 $1,000.00 $2,000.00 $716.80
C - Annual Window
Cleaning $250.00 $500.00 $200.00 $150.00
Total
Annual Price $16,760.00 $21,204.80 $20,386.00 $15,644.39
Corrected calculations based on unit pricing 10 Bids Opened: 03-14-2018
Sentral Services
Kensington, MD
Servtec Custodial, Inc.
Hagerstown, MD
Clean Team Janitorial
Service, Inc.
Washington, DC
Associated Building
Maintenance Co., Inc.
Crofton, MD
Location No. 6 - Division of Emergency Services:
A - Annual
Price $15,408.00 $19,704.80 $18,186.00 $14,777.59
& Buff Hard $250.00 $1,000.00 $750.00 $143.60
$250.00 $500.00 $300.00 $250.00
Total
Annual Price $15,908.00 $21,204.80 $19,236.00 $15,171.19
A - Annual
Price $33,888.00 $34,454.51 $36,372.00 $30,978.48
& Buff Hard $250.00 $1,000.00 $2,000.00 $2,304.00
Cleaning $300.00 $400.00 $250.00 $250.00
Total
Annual Price $34,438.00 $35,854.51 $38,622.00 $33,532.48
TOTAL LUMP SUM
BID for Option No. 1
(Location
Nos. 1 through 7)
*$271,567.00 $283,606.06 $314,538.65 *$193,866.78
Corrected calculations based on unit pricing 11 Bids Opened: 03-14-2018
Sentral Services
Kensington, MD
Servtec Custodial, Inc.
Hagerstown, MD
Clean Team Janitorial
Service, Inc.
Washington, DC
Associated Building
Maintenance Co., Inc.
Crofton, MD
Location No. 1 - County Administration Complex:
A - Annual
Price No Bid No Bid $76,900.80 $63,818.23
& Buff Hard No Bid No Bid $4,087.00 $1,080.00
C1 - Annual Window
Cleaning (Interior)No Bid No Bid $4,050.00 $600.00
Total
Annual Price $0.00 $0.00 $85,037.80 $65,498.23
Location No. 2 - Court House & Court House Annex:
A - Annual
Price No Bid No Bid $74,978.28 $63,113.31
& Buff Hard No Bid No Bid $2,883.75 $1,080.00
C1 - Annual Window
Cleaning No Bid No Bid $2,500.00 $600.00
Total
Annual Price $0.00 $0.00 *$80,362.03 $64,793.31
Location No. 3 - Administrative Annex Building:
A - Annual
Price No Bid No Bid $19,225.20 $15,678.66
& Buff Hard No Bid No Bid $900.00 $240.00
C1 - Annual Window
Cleaning No Bid No Bid $200.00 $350.00
OPTION NO. 2: To award each location (Location Nos. 1 t
* Corrected calculations based on unit pricing 12 Bids Opened: 03-14-2018
Sentral Services
Kensington, MD
Servtec Custodial, Inc.
Hagerstown, MD
Clean Team Janitorial
Service, Inc.
Washington, DC
Associated Building
Maintenance Co., Inc.
Crofton, MD
Total
Annual Price $0.00 $0.00 $20,325.20 $16,268.66
Corrected calculations based on unit pricing 13 Bids Opened: 03-14-2018
Sentral Services
Kensington, MD
Servtec Custodial, Inc.
Hagerstown, MD
Clean Team Janitorial
Service, Inc.
Washington, DC
Associated Building
Maintenance Co., Inc.
Crofton, MD
Location No. 4 - County Office Building:
A - Annual
Price No Bid No Bid $57,675.60 $48,342.82
& Buff Hard No Bid No Bid $4,660.50 $1,560.00
C - Annual Window
Cleaning No Bid No Bid $600.00 $1,000.00
Total
Annual Price $0.00 $0.00 $62,936.10 $50,902.82
Location No. 5 - Extension Services Office Building/Rural Heritage Museum Office:
A - Annual
Price No Bid No Bid $19,225.20 $15,678.66
& Buff Hard No Bid No Bid $2,000.00 $1,075.20
C - Annual Window
Cleaning No Bid No Bid $200.00 $350.00
Total
Annual Price $0.00 $0.00 $21,425.20 $17,103.86
Location No. 6 - Division of Emergency Services Facility:
A - Annual
Price No Bid No Bid *$19,225.00 $15,678.66
B - Annual Window
Cleaning No Bid No Bid $300.00 $215.40
& Buff Hard No Bid No Bid $750.00 $500.00
Total
Annual Price $0.00 $0.00 *$20,275.00 $16,394.06
Corrected calculations based on unit pricing 14 Bids Opened: 03-14-2018
Sentral Services
Kensington, MD
Servtec Custodial, Inc.
Hagerstown, MD
Clean Team Janitorial
Service, Inc.
Washington, DC
Associated Building
Maintenance Co., Inc.
Crofton, MD
Location No. 7 - Women Infants & Children (WIC) Location:
A - Annual
Price No Bid No Bid $38,450.40 $32,867.41
B - Annual Window
Cleaning No Bid No Bid $250.00 $3,456.00
& Buff Hard No Bid No Bid $2,000.00 $500.00
Total $0.00 $0.00 $40,700.40 $36,823.41
OPTIONS:
Additional Carpet
Cleaning, as required
(per square foot)
*$0.10 $0.20 $0.10 $0.175
Hourly Labor Rate
per person for
Additional Services
as required. Regular
(per hour)
*$18.00 $17.50 $17.50 $15.72
person for Additional
Services as required
Saturdays, Sundays
and Holidays:
*$27.00 $22.50 $26.75 $23.47
Remarks/Exceptions:
Sentral Services
Totlal Lum Sum Bid for Option No. 1:
Pricing Complies with MD minimum wage and Sick & Safe Leave Act
Options:
* Corrected calculations based on unit pricing 15 Bids Opened: 03-14-2018
Sentral Services
Kensington, MD
Servtec Custodial, Inc.
Hagerstown, MD
Clean Team Janitorial
Service, Inc.
Washington, DC
Associated Building
Maintenance Co., Inc.
Crofton, MD
* Minimum 4 hours
* Minimum 4 hours
Corrected calculations based on unit pricing 16 Bids Opened: 03-14-2018
Open Session Item
SUBJECT: Rejection of Bids (PUR-1377) – Brumbaugh-Kendle-Grove Farmstead Demolition.
PRESENTATION DATE: April 24, 2018
PRESENTATION BY: Brandi Naugle, Buyer - Purchasing Department and Phil Ridenour –
Director, Hagerstown Regional Airport
RECOMMENDED MOTION: Move to take action that it is in the best interest of the County
by requesting that all the bids received for PUR-1377 Brumbaugh-Kendle-Grove Farmstead
Demolition project be rejected, and to re-advertise to solicit new pricing for the demolition of the
project.
REPORT-IN-BRIEF: Notice of the Invitation to Bid (ITB) was published in the local newspaper,
listed on the State of Maryland’s “eMaryland Marketplace” website, and the County’s website.
Bids were received on March 28, 2018. Thirty-four (34) person’s/companies
registered/downloaded the bid document on-line. Three (3) bids were received, two (2) of the bids
were deemed non-responsive due the bidders submitted the wrong pricing forms and the third bid
exceeds the available budget.
DISCUSSION: N/A
FISCAL IMPACT: Funds for this project are in the division’s CIP account 515000-35-45010-
STY022 in the amount of $150,000.
CONCURRENCES: N/A
ALTERNATIVES: N/A
ATTACHMENTS: Bid Matrix Tabulation.
AUDIO/VISUAL NEEDS: N/A
Board of County Commissioners of Washington County, Maryland
Agenda Report Form
Bid Tabulation
PUR-1377
Brumbaugh-Kendle-Grove Farmstead Demolition at Hagerstown Regional Airport
National Abatement & Wrecking
Clarksburg, MD Fairmont, WV
The Dirt Express
Glen Burnie, MD
Base Bid Description
X-100-5.1 Residential Lot Clearing -
Parcel 421 $81,028.00 $98,000.00 $262,200.00
$81,028.00 $98,000.00 $262,200.00Total Lump Sum Bid Item X-100-5.1
1 Bids Opened: March 28, 2018
Open Session Item
SUBJECT: Consider reinstatement of the Health Advisory Board (HAB) to the Board of Health
under the auspices of the Washington County Board of County Commissioners.
PRESENTATION DATE: April 24, 2018
PRESENTATION BY: Julie Rohm, Chair and Gary Bockrath, Vice Chair, Washington
County Economic Development Commission (EDC)
RECOMMENDED MOTION: Approve the reinstatement of the Health Advisory Board, and
approve the EDC to act as the lead organizer in this effort.
REPORT-IN-BRIEF: The EDC was made aware of economic development initiatives, both
commercial and residential, which were being impeded by the Washington County Health
Department’s regulatory practices and policies. To investigate this matter, the EDC hosted
representatives from the Washington County Department of Health during its regular meeting on
February 8, 2018. It was noted the HAB has been inactive for nearly 10 years thereby the Board of
Health was not receiving timely information on issues negatively impacting economic development
progress in the county.
DISCUSSION: During a joint meeting of the Board of County Commissioners and the EDC on
February 27, 2018, members strongly recommended the reinstatement of the HAB for Washington
County. EDC members will establish an internal work team to identify community stakeholders and
work within established parameters to develop guidelines and processes for reporting to the Board of
Health.
FISCAL IMPACT: None
CONCURRENCES: The Washington County Economic Development Commission
ALTERNATIVES: Do not reinstate the Health Advisory Board for Washington
County, or appoint another agency to reinstate the HAB.
ATTACHMENTS: None
AUDIO/VISUAL NEEDS: None
Board of County Commissioners of Washington County, Maryland
Agenda Report Form
Open Session Item
SUBJECT: Medical Supply Agreement – Meritus Medical Center
PRESENTATION DATE: April 24, 2018
PRESENTATION BY: David Chisholm, Assistant Director and R. David Hays, Director,
Division of Emergency Services
RECOMMENDED MOTION: Move to approve the contract with Meritus Medical Center for
providing expendable medical supplies for the Division of Emergency Services.
REPORT-IN-BRIEF: This agreement is between the Division of Emergency Services and the
Meritus Medical Center for the provision of emergency medical supplies and medications. The
hospital currently serves as the purchasing agent for certain supplies and medications and then
sells them at cost to the Division of Emergency Services who in turn provides them at no cost to
the emergency services organizations in the County. This agreement codifies the current verbal
agreement that has been in place for the past decade. The costs associated with this agreement
will continue to be paid out of the Medical Supplies account (525030-10-11520).
DISCUSSION: The Division of Emergency Services provides supplies and medications to the
fire and EMS companies in Washington County. Meritus Medical Center provides these
supplies at cost to the Division and oversees the distribution machines located at the hospital’s
emergency department.
FISCAL IMPACT: Loss of this agreement would result in a significant increase in the cost of
purchasing supplies and medications and overburden existing staff with the procurement and
distribution of these supplies.
CONCURRENCES: Rick Curry, Director, Purchasing
Kendall McPeak, Assistant County Attorney
ALTERNATIVES: None
ATTACHMENTS: Washington County DES/Meritus Agreement
AUDIO/VISUAL NEEDS: None
Board of County Commissioners of Washington County, Maryland
Agenda Report Form
CONSULTING AGREEMENT
This CONSULTING AGREEMENT (this "Agreement") is made and entered into by and
between THE BOARD OF COUNTY COMMISSIONERS OF WASHINGTON COUNTY,
MARYLAND, a body corporate and politic and a political subdivision of the State of Maryland, by and
through the Washington County Division of Emergency Services ("Purchaser"), and MERITUS
MEDICAL CENTER ("Consultant"), effective as of , 2018 ("Effective Date").
WHEREAS, Purchaser desires to engage Consultant to provide services as set forth below and
Consultant desires to be so engaged;
NOW, THEREFORE, in consideration of the premises and other good and valuable
consideration, the receipt and sufficiency of which are hereby acknowledged, the parties hereto mutually
agree as follows:
ARTICLE I — ENGAGEMENT
1.1 Engagement. Subject to the terms and conditions of this Agreement, Purchaser hereby
engages Consultant and Consultant hereby accepts such engagement in accordance with the terms and
conditions set out herein.
ARTICLE II - TERM
2.1 Effective Date. The Effective Date of this Agreement is as defined above in the
introductory paragraph.
2.2 Term. The initial term of this Agreement will begin on the Effective Date and continue
for a one (1) year period, unless terminated earlier as set forth herein ("Initial Term"). This Agreement
will automatically renew for additional one (1) year terms upon the expiration of the Initial Term,
subject to the termination provisions set forth herein (each a "Renewal Term"). The Initial Term and
each Renewal Term is individually and collectively referred to as the "Term." This Agreement may be
renewed an unlimited number of Renewal Terms.
ARTICLE III — CONSULTANT SERVICES
3.1 Services. The Consultant agrees to provide the services to Purchaser set forth on
Schedule 1("Services"), which is attached hereto and incorporated by this reference herein.
3.2 Independent Contractor. It is expressly acknowledged by the parties hereto that the
Consultant is an independent contractor of the Purchaser, and nothing in this Agreement is intended or
shall be construed to create with the Purchaser an employer/employee relationship, a joint venture
relationship, or a lease or landlord/tenant relationship, or to allow the Purchaser to exercise control or
direction over the manner or method by which the Consultant performs the Services which are the
subject of this Agreement. Neither shall the Consultant have any control over the medical judgment or
decisions of the Purchaser.
ARTICLE IV - COMPENSATION
4.1 Compensation. In consideration for the provision of Consultant's services under this
Agreement, Purchaser agrees to pay Consultant a consultation fee as set forth in Schedule 2, which
shall be due and payable within thirty (30) days following receipt of Consultant's invoice during the term
of this Agreement. Consultant may charge Purchaser interest on any overdue fees, charges, or expenses
at a rate equal to the lesser of 1.5% per month or the highest rate permitted by law.
ARTICLE V - TERMINATION
5.1 Material Breach. Either party shall have the right to terminate this Agreement in the
event the other party is in breach of any material term of this Agreement, provided that the breaching
party fails to cure such breach within ten (10) days of receipt of written notice from the non -breaching
party.
5.2 Voluntary Termination. Either party may voluntarily elect to terminate this Agreement,
at any time during this Agreement, by providing written notice of termination to the other party hereto at
least ninety (90) days prior to the effective date of termination.
5.3 Effect of 'Termination. Upon non -renewal or termination of this Agreement, neither
party shall have any further rights or obligations hereunder except for rights and obligations accruing
prior to the date of termination, or arising as a result of any breach or termination of this Agreement.
ARTICLE VI — MISCELLANEOUS
6.1 Notices. All notices, requests, consents, and other communications hereunder shall be in
writing and personally delivered or addressed to the intended party at the address set forth on the
signature page to this Agreement and shall be (i) delivered by hand; (ii) sent by commercial overnight
courier with written verification of receipt; or (iii) sent by registered or certified mail, return receipt
requested, postage prepaid.
All notices, requests, consents, and other communications hereunder shall be deemed to have
been given (i) if by hand, at the time of the delivery thereof; (ii) if sent by overnight delivery, on the next
business day following the day such mailing is made; or (iii) if sent by certified or registered mail, on the
third business day following the date of such mailing thereof.
6.2 Amendments. This Agreement may not be amended, modified, or supplemented in
whole or in part except in a written agreement setting forth such changes and executed by the parties
hereto.
6.3 Compliance with Law. The parties acknowledge and agree at all times during the Term
2
of this Agreement to comply with all applicable federal, state, and local laws in performing their
obligations hereunder, including but not limited to the Deficit Reduction Act of 2005, the Federal False
Claims Act, and other federal and state laws addressing anti -kickback, self -referral, fraud, waste, and
whistleblower protections for those reporting violations of such laws.
6.4 Business Information. Each party may have access to business information of the other
party including confidential information related to the identity of patients, managed care contracts, third
party payor arrangements, health care provider agreements, business plans, and/or strategic plans. Each
party shall not use or disclose any confidential information of the other party at any time following the
termination or expiration of this Agreement. During the Term of this Agreement, each party will
maintain confidentiality with respect to such information except for authorized disclosures in the normal
course of the party's duties and except for disclosure as required by law.
6.5 Rights in the Services. Consultant and Purchaser hereby agree that all right, title, and
interest to the Services shall belong solely to Consultant without Purchaser reserving or otherwise having
any right in the Services. Specifically, and without limiting the generality of the foregoing, all intellectual
property rights relating to the Services, and all parts thereof, shall belong solely to Consultant.
6.6 Indemnification. Each party shall be responsible for its own acts and omissions and
the acts and omissions of its employees. A party shall not be liable for any claims, demands, actions,
costs, expenses, and liabilities, including reasonable attorneys' fees, which may arise in connection with
the failure of the other party to perform any of its obligations under this Agreement. The foregoing
provision shall survive termination of this Agreement and any investigation with respect thereto by any
party hereto.
6.7 Total Damages. A party's total cumulative liability under, in connection with or related
to this Agreement, will be limited to the total fees paid by Purchaser to Consultant under this Agreement
during the twelve (12) month period preceding the date of the claim, as applicable, whether based on
breach of contract, warranty, tort, product liability, or otherwise.
6.8 Exclusion of Damages. In no event will a party be liable under, in connection with, or
related to this Agreement, for any special, incidental, indirect, or consequential damages, including, but
not limited to, lost profits or loss of goodwill, whether based on breach of contract, warranty, tort,
product liability, or otherwise, and whether or not a claiming party has been advised of the possibility of
such damage.
6.9 Subcontracting. Consultant may provide the Services through any third party ("Third
Party Supplier"). The parties agree that Consultant shall not be held responsible nor liable for the
Services and performance of the Third Party Supplier.
6.10 Professional Responses. Purchaser acknowledges and agrees that any clinical content
furnished by Consultant hereunder is for informational purposes only and that its use contemplates and
requires the involvement of trained individuals. The parties agree that Consultant does not provide
medical services to patients and is not engaged in the practice of medicine, and that Purchaser's use of
the Services does not absolve Purchaser of its obligation to exercise independent medical judgment in
3
rendering health care services to patients. Purchaser acknowledges that the professional duty to the
patient in providing healthcare services lies solely with the healthcare professional providing the services.
Consultant makes no warranty as to the nature or quality of the content of results, messages, or
information of the Services.
6.11 Solicitation. Purchaser shall not, during the Term of this Agreement and for one (1) year
thereafter, directly or indirectly, solicit for employment, employ, or advise or recommend to any other
person or entity that such person or entity employ or solicit for employment, directly or indirectly, any
person employed by Consultant or any of its affiliates or who has been so employed during the
preceding twelve (12) month period, or whose employment would result in a breach of any agreement
with Consultant.
6.12 Non -Assignment. Purchaser agrees that the parties shall not assign or transfer their
respective rights or obligations under this Agreement without the other party's prior written consent;
provided, however, that Consultant may assign this Agreement to any of its direct or indirect parent or
subsidiary corporations or divisions now or hereafter existing.
6.13 Goycming Law. This Agreement shall be governed by the laws of the State of Maryland.
6.14 Waiver of Breach. The failure of either party to exercise any right hereunder shall not
operate as a waiver hereof, or be construed to be a waiver of any subsequent breach of the same or other
provision hereof, not shall any single or partial exercise of any right by either party hereto exclude any
other or future exercise thereof or the exercise of any other tight.
6.15 Severability. If any portion or portions of this Agreement shall be, for any reason, invalid
or unenforceable, the remaining portion or portions shall nevertheless be valid, enforceable, and carried
into effect, unless to do so would clearly violate the present and valid intention of the parties hereto.
6.16 Heading§. The headings contained in this Agreement are for reference only, are not part
of this Agreement, and shall have no substantive meaning.
6.17 Binding Effect. This Agreement shall be binding on and inure to the benefit of the
parties and their heirs, executors, administrators, and respective successors and permitted assigns.
6.1$ Entire Agreement. This Agreement represents the entire understanding between the
parties hereto with respect to the subject matter hereof, there being no terms or conditions other than
those contained herein, and all prior agreements or understandings, whether written or unwritten, are
superseded by this Agreement.
6.19 Execution of Agreement. This Agreement may be executed simultaneously in one or
more counterparts, each of which shall be deemed an original, but which together constitute one and the
same agreement.
[SIGNATURES ON THE FOLLOWING PAGE]
4
IN WITNESS WHEREOF, the undersigned hereto have duly executed this Agreement as of
the date and year below written.
PURCHASER
BOARD OF COUNTY COMMISSIONERS OF
WASHINGTON COUNTY, MARYLAND, BY
AND THROUGH WASHINGTON COUNTY
DIVISION OF EMERGENCY SERVICES
In
Date
Notice Address: Washington County Division
of Emergency Services
16232 Elliott Parkway
Williamsport, MD 21795
CONSULTANT
MERITUS MEDICAL CENTER, INC.
By:
Date
Notice Address:
5
11116 Medical Campus Road
Hagerstown, MD 21742
Attn: Trauma/EMS Manager
SCHEDULE 1
CONSULTING SERVICES
Consultant will provide Purchaser's personnel with physical access to Consultant's automated medication
dispensing system on an as -needed basis for the purpose of restocking Purchaser's ambulances with
supplies and pharmaceuticals for patient care in the pre -hospital environment. Non -stock items cannot
be ordered and therefore will not be stocked for purchase. Selection of brands and manufacturers will be
the prerogative of Consultant. Supplies and pharmaceuticals will be provided in their new, unused, as -is
condition, without warranty of any kind, expressed or implied.
__tom _� n a c t: C n..« L 7 tL moo, ]
1.onsUiltant will provide Services siib�ect to the coirnphance o�� � uic.11asers personnel wit., le �� s and
conditions established by Consultant for the use of Consultant's automated medication dispensing
system.
Consultant will direct all notifications of any hazard or recall alert of inventory items in a writing
delivered personally or communicated by fax and/or electronically or otherwise to the following: David
E. Chisholm, Assistant Director — EMS Operations, Washington County Division of Emergency
Services, 16232 Elliott Parkway, Williamsport, MD 21795, Office 240-313-4367, Cell 240-500-5045, Fax
240-313-4375, Email dchisholm(2twashco-md.net. Consultant will direct any such hazard or recall alert
within thirty (30) days of becoming aware of such event for all stocked items made available for purchase
pursuant to this Agreement.
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SCHEDULE 2
COMPENSATION
Consultant will charge Purchaser for the supplies and pharmaceuticals at Consultant's cost.
Upon Purchaser's request, Consultant will verify to Purchaser the cost of any inventory item subject to
this Agreement.
Consultant will give Purchaser notice of any price variation of any inventory item subject to this
Agreement within thirty (30) days of Consultant becoming aware of such change.
Upon receipt of each monthly itemized invoice referenced in Section 4.1, Purchaser will review the
charges and formally raise any charge dispute by submitting a written explanation and request for
chargeback to Consultant. Any charge dispute that Purchaser does not raise within thirty (30) days of
receipt of the affected invoice shall be waived.
Purchaser is permitted to bill patients and/or payors on its own behalf for any of the inventory
provided by Consultant in connection to this Agreement.
7
Open Session Item
SUBJECT: Hagerstown Urban Improvement Project-Grant Agreement and Sub-Recipient Agreement
Review and Approval
PRESENTATION DATE: April 24, 2018
PRESENTATION BY: Susan Buchanan, Director, Office of Grant Management
RECOMMENDED MOTION: Move to approve the presented sub-recipient agreements for
execution by The Maryland Theatre, Inc. for consideration and formal approval by their Board; allow
for non-substantive modifications to the sub-recipient agreements with the concurrence of the County
Attorney; and upon execution of the sub-recipient agreements, approve execution of two (2) Fiscal
Year 2018 Capital Projects Grant Agreements between the State of Maryland (Funder), the County
(Grantee) and The Maryland Theatre, Inc.
REPORT-IN-BRIEF: In 2017, the Hagerstown Urban Improvement Project received two (2)
Maryland Capital Bond Bill awards. One award in the amount of one hundred fifty-five thousand
Dollars ($155,000) and the second in the amount of forty-five thousand dollars ($45,000). The Bond
Bill language designated Washington County as the Grantee and City of Hagerstown as the
beneficiary on both bond bills. As the grantee, the County is responsible to draft and enter into sub-
recipient agreements with the beneficiary. Those sub-recipient agreements were presented to the
Board on February 6, 2018 and approved for submission to the City of Hagerstown for their review
and execution. During a meeting on March 12, 2018 attended by Senator Serafini, staff from both the
County and City of Hagerstown, and staff from the Maryland Department of General Services and
Department of Budget & Management, a decision was made to remove the City of Hagerstown as
beneficiary and replace them with The Maryland Theatre as originally intended.
DISCUSSION: The sub-recipient agreement primarily serves as a means to detail agreed upon
financial considerations as well as the obligations associated with the receipt of such funding. The
entire agreement is contingent upon receipt of funding from the State. The document details specific
reporting procedures and remedies available to the County for a default of agreement. Most
importantly, the document incorporates the Capital Project Grant Agreement into the sub-recipient
agreement and holds the beneficiary responsible to the same conditions and requirements as the
County. The agreement also serves to limit the County’s risk of fiscal recovery by the funder in the
event of a default of agreement.
Upon execution of the sub-recipient agreements the County and beneficiary must agree to and
execute the Capital Projects Grant Agreements to receive awarded funding. Should approval be
provided upon the agreements presented herein, any substantive requests from sub-recipients will be
brought before the Board for formal approval.
Board of County Commissioners of Washington County, Maryland
Agenda Report Form
FISCAL IMPACT: The execution of the sub-recipient agreements and the Capital Grant Agreement
will have no fiscal impact to the County. However, the County could be responsible initially for fiscal
recovery in the event of a default by the sub-recipient. The sub-recipient agreement will provide the
County remedies to recover any liabilities from the sub-recipients of the awarded funding.
CONCURRENCES: County Administrator, Chief Operations Officer
ALTERNATIVES: Deny the awarded funding thereby eliminating the need for sub-recipient
agreements.
ATTACHMENTS: 2018 Capital Bond Bill Draft Sub-Recipient Agreements (2)
AUDIO/VISUAL NEEDS:
1
HAGERSTOWN URBAN IMPROVEMENT PROJECT
LEGISLATIVE BOND BILL
SUBRECIPIENT AGREEMENT
FISCAL YEAR 2018
THIS SUBRECIPIENT AGREEMENT (“Agreement”) is made this ______ day of
_____________, 2018, by and between THE MARYLAND THEATRE ASSOCIATION a
Maryland non-profit corporation of the State of Maryland (the “Subrecipient”) and the
BOARD OF COUNTY COMMISSIONERS OF WASHINGTON COUNTY,
MARYLAND, a body corporate and politic and a political subdivision of the State of
Maryland (the “County”).
RECITALS
The Maryland General Assembly has authorized a Grant entitled “Hagerstown
Urban Improvement Project”. The authorization of this grant in the form of a Bond Bill was
authorized by the Maryland General Assembly and enacted into Law by Chapter 022, Acts
of 2017.
Pursuant to a CAPITAL PROJECTS GRANT AGREEMENT (the “Grant
Agreement”) between the State of Maryland (the “State”) acting by and through the Board
of Public Works (the “BPW”) and the County, a copy of which is attached hereto as
Attachment #1 and which is incorporated herein by reference and made a part of this
Agreement as if entirely stated herein, the County has received an award of grant funds for
the Hagerstown Urban Improvement Project (the “UIP”) in the amount of Forty Five
Thousand Dollars ($45,000.00) (the “Grant”). The purpose of the Grant is to provide
funding for the acquisition, planning, design, construction, repair, renovation,
reconstruction, site improvement, and capital equipping of the UIP, located in Hagerstown,
Washington County, Maryland.
As part of the Grant Agreement, Subrecipient has agreed to comply with all
requirements of the Grant as set forth in the Grant Agreement, and as a result the County
has designated Subrecipient to be the beneficiary of the authorized funding for eligible
expenses, and has allocated Forty-Five Thousand Dollars ($45,000.00) (“Subrecipient Grant
Funds”) to Subrecipient for that purpose.
NOW, THEREFORE, in consideration of the mutual promises contained in this
Agreement and intending to be legally bound, the parties agree as follows:
2
1. Subrecipient shall faithfully perform and certify the performance of the UIP as
outlined in the Grant Agreement.
2. Subrecipient recognizes there is a matching funds requirement associated with the
acceptance of this Grant. The matching funds equal Forty Five Thousand Dollars
($45,000) or the amount of the Grant funds as stated in the Enabling Act.
3. Subrecipient shall arrange for and provide satisfactory evidence of all matching
funds to the UIP budget as may be required under the Grant Agreement.
4. The County, as recipient of grant funds, shall reimburse Subrecipient on a periodic
basis in an amount equal to the actual expenses incurred by Subrecipient for
approved Grant activities as certified to the County by Subrecipient using the
prescribed forms. The receipt of State grant funds from BPW is a condition
precedent to the County’s obligation to reimburse Subrecipient as set forth in this
paragraph.
5. Subrecipient shall maintain accurate financial records and shall prepare and certify
all reports required by the Grant Agreement and by this Agreement. Certified
reports shall be provided to the assigned Washington County Office of Grant
Management Grant Manager (“OGM Grant Manager”) for approval and forwarding
to the State.
6. Subrecipient shall submit all required or requested fiscal and programmatic reports
to the OGM Grant Manager in a timely manner upon request. For reports with
established due dates, Subrecipient shall submit all required reports on or before the
corresponding due date.
7. Subrecipient acknowledges that the County has the right to take any and all
corrective action it deems necessary in its sole and absolute discretion to address
Subrecipient’s failure to comply with established reporting requirements. Corrective
action includes, but is not limited to, withholding of payments, instituting financial
penalties, and declaring Subrecipient in default of this Agreement.
8. Subrecipient acknowledges that all payments for work performed under the
provisions of this Agreement shall be made utilizing a “reimbursement method”
unless otherwise specified and agreed to by all parties subject to this Agreement.
3
(a) Disbursement of funds under this Agreement shall be for actual expenses
only as determined by the County to have been properly incurred and
allowable by the Grant Agreement.
(b) Subrecipient may request funds to pay for eligible, actual costs already
incurred in connection with the UIP. The County shall have the right at any
time to request the Subrecipient provide additional supporting
documentation in connection with any request for disbursement.
(c) The Request for Disbursement should utilize the Payment Request form
which is available at www.dgs.maryland.gov/documents/grants/payment-
req.pdf and provided as an attachment to this Agreement as Attachment 2.
The request must include supporting documentation, including sufficient
receipts, invoices, and cancelled checks.
(d) The County has the right to withhold disbursement of the Subrecipient Grant
Funds if it is determined that the Subrecipient is not performing or
completing the UIP in accordance with the terms and provisions of this
Agreement.
9. The parties agree that Subrecipient shall act as an independent contractor for the
purposes of fulfilling its duties and obligations under this Agreement.
10. Subrecipient shall be subject to the same terms and conditions applicable to the
County as contained in the Grant Agreement between the County and the State.
Should a conflict arise during the performance or administration of the UIP between
this Agreement and the Grant Agreement, the terms of the Grant Agreement shall
prevail.
11. Subrecipient acknowledges that the County has designated the assigned OGM Grant
Manager to administer the Grant Agreement and this Agreement.
12. The designated contact person for Subrecipient shall be the President of the
Maryland Theatre Association or his/her designee. The contact person shall be
responsible to ensure that all communications received from the County in relation
to the Grant Agreement and this Agreement are reviewed and addressed to in a
timely manner.
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13. Any modifications to the UIP as described in this Agreement, which are mutually
agreed upon by the County, State, and Subrecipient may be incorporated into this
Agreement by a written letter of amendment upon approval by all parties.
14. Subrecipient agrees that the County or its agents has the right to periodically
review/monitor the fiscal and programmatic records of the Subrecipient relating to
this Agreement and further agrees to fully cooperate with any reasonable request(s)
by the County in relation to any said review/monitoring.
15. Subrecipient shall permit the County, OGM, or their agents, and any authorized
representatives of the State to inspect and audit all data and records of Subrecipient
relating to its performance under this Agreement at any time during the term of this
Agreement. This section shall survive any termination of this Agreement.
16. If the Subrecipient contracts any portion of the work to another organization,
person(s), business or entity they must fully comply with and follow all provisions
related to procurement, contractor selection, debarment, and necessary contract
clauses, required by the County and the State. All eligible contracts including
contracts for matching funds shall be submitted to the State and the County for
approval prior to requesting reimbursement for incurred costs. The subrecipient
must provide evidence to the County that any selected person, business, or entity is
not debarred from doing business with the State or County prior to entering into any
binding contract to perform work related to the UIP. Detailed instructions regarding
the procedures for obtaining State approval for contracts granted under this award
are found in the Maryland Capital Grants Projects (Information for State of
Maryland Capital Grant Recipients) found at
http://dgs.maryland.gov/Documents/grants/cglbook.pdf.
17. Subrecipient acknowledges that all correspondence, questions, or concerns in
relation to this Agreement should be directed to the OGM Grant Manager or
Director of the OGM.
18. In performance of its obligations under this Agreement, Subrecipient, its agents,
employees and assigns, shall comply with all applicable State, federal, and local
laws, regulations and requirements. Subrecipient shall promptly notify the
appropriate OGM Grant Manager in the event of any allegations or evidence of theft,
misappropriation of funds, or any other criminal act or civil litigation.
19. The following provisions regarding equal employment opportunity shall apply:
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A. Subrecipient shall comply with all applicable federal, State and local laws,
rules and regulations pertaining to equal employment opportunity and shall
not discriminate in any manner against any employee or applicant for
employment because of race, color, religion, creed, age, sex, sexual
orientation, marital status, national origin, ancestry or disability of a qualified
individual with a disability. Subrecipient will take affirmative action to
insure that applicants are employed and employees are treated fairly during
employment without regard to their race, color, religion, creed, age, sex,
sexual orientation, marital status, national origin, ancestry or disability of a
qualified individual with a disability. Such action shall include, but not be
limited to the following: employment, promotion, demotion, transfer,
recruitment, or recruitment advertising, furloughs or terminations, rates of
pay or other forms of compensation, and selection for training, including
apprenticeships. Subrecipient shall post in a conspicuous place, available to
employees and applicants for employment, notices setting forth the
provisions of this nondiscrimination clause.
B. Subrecipient shall, in all solicitations or advertisements for employees placed
by or on behalf of Subrecipient; state that all qualified applicants will receive
consideration for employment without regard to race, color, religion, creed,
age, sex, sexual orientation, marital status, national origin, ancestry or
disability of a qualified individual with a disability.
C. Subrecipient shall permit access to its books, records and accounts by the
State, County, OGM, or their agents for purposes of investigation and review
to ascertain compliance with this section.
D. If Subrecipient fails to comply with the nondiscrimination clauses of this
Agreement, this Agreement may be terminated/cancelled in whole or in part
by written notice from the County and Subrecipient may be declared
ineligible for further agreements with the County. Subrecipient shall include
the provisions of the foregoing paragraphs in every subcontract or purchase
order so that such provision will be binding upon each subcontractor or
vendor. Subrecipient shall take such action with respect to any subcontract
or purchase order as the County may direct as means of enforcing such
provisions including sanctions for noncompliance. Provided, however, that if
Subrecipient becomes involved in or is threatened with litigation with the
subcontractor or vendor as a result of such direction by the County,
Subrecipient may request the County to enter into such litigation to protect
the interest of the County.
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20. Default, Repayment and Remedies:
a) A default under this Agreement shall occur if:
1. Subrecipient fails to obligate and expend the Subrecipient
Grant Funds within the time frames set forth in Section 3 of the
Grant Agreement.
2. There is any use of the Subrecipient Grant Funds by
Subrecipient for any purpose other than authorized by the Act,
the Regulations, any documents promulgated under the
Regulations, this Agreement, and as specifically described in
the Purpose description located in Section 1 of the Grant
Agreement.
3. There is a breach of any covenant, agreement, provision,
representation, warranty or certification of Subrecipient which
was made in this Agreement or the Grant Agreement or any
grant application.
b) Upon the occurrence of any default, the County shall have the right to
terminate this Agreement by notice to Subrecipient, subject to the
provisions of Section 12 of the Grant Agreement. Pursuant to Section
12(a) of the Grant Agreement; upon default the County may:
1. Require Subrecipient to repay the Grant, in whole or in part.
2. Recoup the amount the Grant already paid from funds due the
Subrecipient from any other current of future State or County
grant or loan or any other funds, otherwise due and owing
Subrecipient.
3. Withhold further payments under this Agreement.
4. Terminate this Agreement.
c) Except in the case of a default under Section 20(a) (1) of this
Agreement, Subrecipient shall have thirty (30) days from the date of
the County’s notice to cure the default, unless the State or County
requests the repayment of any Subrecipient Grant Funds in which case
Subrecipient shall immediately return the Subrecipient Grant Funds to
the County. If repayment has not been requested and, after the
conclusion of the thirty (30) day period referenced above, Subrecipient
7
has not cured the default to the satisfaction of the County, the County
may terminate this Agreement.
d) In the event of termination of this Agreement as provided foe herein:
1) Subrecipient’ s authority to request any further disbursement shall
immediately cease and Subrecipient shall have no right, title, or
interest in or to any of the Subrecipient Grant Funds not disbursed;
and
2) The County may demand the immediate repayment of all or a
portion of the Subrecipient Grant Funds which have been
previously disbursed.
e) Any and all of the County’s remedies may be exercised
contemporaneously, and all of such rights shall survive any
termination of this Agreement.
f) If a default occurs, the County may at any time proceed to protect and
enforce all rights available to the County under the Regulations, the
Act, at law or in equity, or by any other appropriate proceedings,
which rights and remedies shall survive the termination of this
Agreement. Furthermore, no failure or delay by the County to insist
upon the strict performance of any term, condition, representation or
warranty of this Agreement or to exercise any right, power or remedy
shall constitute a waiver of any such term, condition, representation or
warranty nor preclude the County or State from exercising any such
right, power, or remedy at any later time.
21. All covenants, agreements, representations and warranties made in this Agreement
and in any other documents delivered pursuant hereto shall survive closeout of the
Grant Agreement and shall continue in full force and effect until the County has
complied with all terms and conditions of the close-out agreement executed by and
between State and the County for the UIP.
21. In accordance with the guidelines of the Capital Projects Grant program, no officer,
member or employee of the County, or other local public agencies which exercise
any functions or responsibilities in review or approval of the undertaking or
carrying out of this Agreement, shall have any personal interest, direct or indirect,
apart from his or her official duties, in this Agreement or its proceeds.
8
23. This Agreement contains the entire understanding and obligations of the parties and
supersedes all prior representation, understandings, and communications.
Furthermore, this Agreement shall not be construed to imply that the County will
pay for any expenses incurred by Subrecipient as provided above and beyond the
period ending June 1, 2024.
DULY EXECUTED on behalf of the parties as of the day and year first written.
ATTEST/WITNESS: THE MARYLAND THEATRE ASSOCIATION
___________________________ BY: ___________________________________
Benito Vattelana, President
ATTEST: BOARD OF COUNTY COMMISSIONERS
OF WASHINGTON COUNTY, MARYLAND
___________________________ BY: ___________________________________
Vicki C. Lumm, Clerk Terry L. Baker, President
Approved: Approved as to form and
Legal sufficiency:
___________________________
Susan M. Buchanan, Director ________________________________
Washington County Office of John M. Martirano
Grant Management County Attorney
1
HAGERSTOWN URBAN IMPROVEMENT PROJECT
LEGISLATIVE BOND BILL
SUBRECIPIENT AGREEMENT
FISCAL YEAR 2018
THIS SUBRECIPIENT AGREEMENT (“Agreement”) is made this ______ day of
_____________, 2018, by and between THE MARYLAND THEATRE ASSOCIATION a
Maryland non-profit corporation of the State of Maryland (the “Subrecipient”) and the
BOARD OF COUNTY COMMISSIONERS OF WASHINGTON COUNTY,
MARYLAND, a body corporate and politic and a political subdivision of the State of
Maryland (the “County”).
RECITALS
The Maryland General Assembly has authorized a Grant entitled “Hagerstown
Urban Improvement Project”. The authorization of this grant in the form of a Bond Bill was
authorized by the Maryland General Assembly and enacted into Law by Chapter 022, Acts
of 2017.
Pursuant to a CAPITAL PROJECTS GRANT AGREEMENT (the “Grant
Agreement”) between the State of Maryland (the “State”) acting by and through the Board
of Public Works (the “BPW”) and the County, a copy of which is attached hereto as
Attachment #1 and which is incorporated herein by reference and made a part of this
Agreement as if entirely stated herein, the County has received an award of grant funds for
the Hagerstown Urban Improvement Project (the “UIP”) in the amount of One Hundred
Fifty Five Thousand Dollars ($155,000.00) (the “Grant”). The purpose of the Grant is to
provide funding for the acquisition, planning, design, construction, repair, renovation,
reconstruction, site improvement, and capital equipping of the UIP, located in Hagerstown,
Washington County, Maryland.
As part of the Grant Agreement, Subrecipient has agreed to comply with all
requirements of the Grant as set forth in the Grant Agreement, and as a result the County
has designated Subrecipient to be the beneficiary of the authorized funding for eligible
expenses, and has allocated One Hundred Fifty Five Thousand Dollars ($155,000.00)
(“Subrecipient Grant Funds”) to Subrecipient for that purpose.
NOW, THEREFORE, in consideration of the mutual promises contained in this
Agreement and intending to be legally bound, the parties agree as follows:
2
1. Subrecipient shall faithfully perform and certify the performance of the UIP as
outlined in the Grant Agreement.
2. Subrecipient recognizes there is a matching funds requirement associated with the
acceptance of this Grant. The matching funds equal One Hundred Fifty Five
Thousand Dollars ($155,000.00) or the amount of the Grant funds as stated in the
Enabling Act.
3. Subrecipient shall arrange for and provide satisfactory evidence of all matching
funds to the UIP budget as may be required under the Grant Agreement.
4. The County, as recipient of grant funds, shall reimburse Subrecipient on a periodic
basis in an amount equal to the actual expenses incurred by Subrecipient for
approved Grant activities as certified to the County by Subrecipient using the
prescribed forms. The receipt of State grant funds from BPW is a condition
precedent to the County’s obligation to reimburse Subrecipient as set forth in this
paragraph.
5. Subrecipient shall maintain accurate financial records and shall prepare and certify
all reports required by the Grant Agreement and by this Agreement. Certified
reports shall be provided to the assigned Washington County Office of Grant
Management Grant Manager (“OGM Grant Manager”) for approval and forwarding
to the State.
6. Subrecipient shall submit all required or requested fiscal and programmatic reports
to the OGM Grant Manager in a timely manner upon request. For reports with
established due dates, Subrecipient shall submit all required reports on or before the
corresponding due date.
7. Subrecipient acknowledges that the County has the right to take any and all
corrective action it deems necessary in its sole and absolute discretion to address
Subrecipient’s failure to comply with established reporting requirements. Corrective
action includes, but is not limited to, withholding of payments, instituting financial
penalties, and declaring Subrecipient in default of this Agreement.
8. Subrecipient acknowledges that all payments for work performed under the
provisions of this Agreement shall be made utilizing a “reimbursement method”
unless otherwise specified and agreed to by all parties subject to this Agreement.
3
(a) Disbursement of funds under this Agreement shall be for actual expenses
only as determined by the County to have been properly incurred and
allowable by the Grant Agreement.
(b) Subrecipient may request funds to pay for eligible, actual costs already
incurred in connection with the UIP. The County shall have the right at any
time to request the Subrecipient provide additional supporting
documentation in connection with any request for disbursement.
(c) The Request for Disbursement should utilize the Payment Request form
which is available at www.dgs.maryland.gov/documents/grants/payment-
req.pdf and provided as an attachment to this Agreement as Attachment 2.
The request must include supporting documentation, including sufficient
receipts, invoices, and cancelled checks.
(d) The County has the right to withhold disbursement of the Subrecipient Grant
Funds if it is determined that the Subrecipient is not performing or
completing the UIP in accordance with the terms and provisions of this
Agreement.
9. The parties agree that Subrecipient shall act as an independent contractor for the
purposes of fulfilling its duties and obligations under this Agreement.
10. Subrecipient shall be subject to the same terms and conditions applicable to the
County as contained in the Grant Agreement between the County and the State.
Should a conflict arise during the performance or administration of the UIP between
this Agreement and the Grant Agreement, the terms of the Grant Agreement shall
prevail.
11. Subrecipient acknowledges that the County has designated the assigned OGM Grant
Manager to administer the Grant Agreement and this Agreement.
12. The designated contact person for Subrecipient shall be the President of The
Maryland Theatre Association or his/her designee. The contact person shall be
responsible to ensure that all communications received from the County in relation
to the Grant Agreement and this Agreement are reviewed and addressed to in a
timely manner.
4
13. Any modifications to the UIP as described in this Agreement, which are mutually
agreed upon by the County, State, and Subrecipient may be incorporated into this
Agreement by a written letter of amendment upon approval by all parties.
14. Subrecipient agrees that the County or its agents has the right to periodically
review/monitor the fiscal and programmatic records of the Subrecipient relating to
this Agreement and further agrees to fully cooperate with any reasonable request(s)
by the County in relation to any said review/monitoring.
15. Subrecipient shall permit the County, OGM, or their agents, and any authorized
representatives of the State to inspect and audit all data and records of Subrecipient
relating to its performance under this Agreement at any time during the term of this
Agreement. This section shall survive any termination of this Agreement.
16. If the Subrecipient contracts any portion of the work to another organization,
person(s), business or entity they must fully comply with and follow all provisions
related to procurement, contractor selection, debarment, and necessary contract
clauses, required by the County and the State. All eligible contracts including
contracts for matching funds shall be submitted to the State and the County for
approval prior to requesting reimbursement for incurred costs. The subrecipient
must provide evidence to the County that any selected person, business, or entity is
not debarred from doing business with the State or County prior to entering into any
binding contract to perform work related to the UIP. Detailed instructions regarding
the procedures for obtaining State approval for contracts granted under this award
are found in the Maryland Capital Grants Projects (Information for State of
Maryland Capital Grant Recipients) found at
http://dgs.maryland.gov/Documents/grants/cglbook.pdf.
17. Subrecipient acknowledges that all correspondence, questions, or concerns in
relation to this Agreement should be directed to the OGM Grant Manager or
Director of the OGM.
18. In performance of its obligations under this Agreement, Subrecipient, its agents,
employees and assigns, shall comply with all applicable State, federal, and local
laws, regulations and requirements. Subrecipient shall promptly notify the
appropriate OGM Grant Manager in the event of any allegations or evidence of theft,
misappropriation of funds, or any other criminal act or civil litigation.
19. The following provisions regarding equal employment opportunity shall apply:
5
A. Subrecipient shall comply with all applicable federal, State and local laws,
rules and regulations pertaining to equal employment opportunity and shall
not discriminate in any manner against any employee or applicant for
employment because of race, color, religion, creed, age, sex, sexual
orientation, marital status, national origin, ancestry or disability of a qualified
individual with a disability. Subrecipient will take affirmative action to
insure that applicants are employed and employees are treated fairly during
employment without regard to their race, color, religion, creed, age, sex,
sexual orientation, marital status, national origin, ancestry or disability of a
qualified individual with a disability. Such action shall include, but not be
limited to the following: employment, promotion, demotion, transfer,
recruitment, or recruitment advertising, furloughs or terminations, rates of
pay or other forms of compensation, and selection for training, including
apprenticeships. Subrecipient shall post in a conspicuous place, available to
employees and applicants for employment, notices setting forth the
provisions of this nondiscrimination clause.
B. Subrecipient shall, in all solicitations or advertisements for employees placed
by or on behalf of Subrecipient; state that all qualified applicants will receive
consideration for employment without regard to race, color, religion, creed,
age, sex, sexual orientation, marital status, national origin, ancestry or
disability of a qualified individual with a disability.
C. Subrecipient shall permit access to its books, records and accounts by the
State, County, OGM, or their agents for purposes of investigation and review
to ascertain compliance with this section.
D. If Subrecipient fails to comply with the nondiscrimination clauses of this
Agreement, this Agreement may be terminated/cancelled in whole or in part
by written notice from the County and Subrecipient may be declared
ineligible for further agreements with the County. Subrecipient shall include
the provisions of the foregoing paragraphs in every subcontract or purchase
order so that such provision will be binding upon each subcontractor or
vendor. Subrecipient shall take such action with respect to any subcontract
or purchase order as the County may direct as means of enforcing such
provisions including sanctions for noncompliance. Provided, however, that if
Subrecipient becomes involved in or is threatened with litigation with the
subcontractor or vendor as a result of such direction by the County,
Subrecipient may request the County to enter into such litigation to protect
the interest of the County.
6
20. Default, Repayment and Remedies:
a) A default under this Agreement shall occur if:
1. Subrecipient fails to obligate and expend the Subrecipient
Grant Funds within the time frames set forth in Section 3 of the
Grant Agreement.
2. There is any use of the Subrecipient Grant Funds by
Subrecipient for any purpose other than authorized by the Act,
the Regulations, any documents promulgated under the
Regulations, this Agreement, and as specifically described in
the Purpose description located in Section 1 of the Grant
Agreement.
3. There is a breach of any covenant, agreement, provision,
representation, warranty or certification of Subrecipient which
was made in this Agreement or the Grant Agreement or any
grant application.
b) Upon the occurrence of any default, the County shall have the right to
terminate this Agreement by notice to Subrecipient, subject to the
provisions of Section 12 of the Grant Agreement. Pursuant to Section
12(a) of the Grant Agreement; upon default the County may:
1. Require Subrecipient to repay the Grant, in whole or in part.
2. Recoup the amount the Grant already paid from funds due the
Subrecipient from any other current of future State or County
grant or loan or any other funds, otherwise due and owing
Subrecipient.
3. Withhold further payments under this Agreement.
4. Terminate this Agreement.
c) Except in the case of a default under Section 20(a) (1) of this
Agreement, Subrecipient shall have thirty (30) days from the date of
the County’s notice to cure the default, unless the State or County
requests the repayment of any Subrecipient Grant Funds in which case
Subrecipient shall immediately return the Subrecipient Grant Funds to
the County. If repayment has not been requested and, after the
conclusion of the thirty (30) day period referenced above, Subrecipient
7
has not cured the default to the satisfaction of the County, the County
may terminate this Agreement.
d) In the event of termination of this Agreement as provided foe herein:
1) Subrecipient’ s authority to request any further disbursement shall
immediately cease and Subrecipient shall have no right, title, or
interest in or to any of the Subrecipient Grant Funds not disbursed;
and
2) The County may demand the immediate repayment of all or a
portion of the Subrecipient Grant Funds which have been
previously disbursed.
e) Any and all of the County’s remedies may be exercised
contemporaneously, and all of such rights shall survive any
termination of this Agreement.
f) If a default occurs, the County may at any time proceed to protect and
enforce all rights available to the County under the Regulations, the
Act, at law or in equity, or by any other appropriate proceedings,
which rights and remedies shall survive the termination of this
Agreement. Furthermore, no failure or delay by the County to insist
upon the strict performance of any term, condition, representation or
warranty of this Agreement or to exercise any right, power or remedy
shall constitute a waiver of any such term, condition, representation or
warranty nor preclude the County or State from exercising any such
right, power, or remedy at any later time.
21. All covenants, agreements, representations and warranties made in this Agreement
and in any other documents delivered pursuant hereto shall survive closeout of the
Grant Agreement and shall continue in full force and effect until the County has
complied with all terms and conditions of the close-out agreement executed by and
between State and the County for the UIP.
21. In accordance with the guidelines of the Capital Projects Grant program, no officer,
member or employee of the County, or other local public agencies which exercise
any functions or responsibilities in review or approval of the undertaking or
carrying out of this Agreement, shall have any personal interest, direct or indirect,
apart from his or her official duties, in this Agreement or its proceeds.
8
23. This Agreement contains the entire understanding and obligations of the parties and
supersedes all prior representation, understandings, and communications.
Furthermore, this Agreement shall not be construed to imply that the County will
pay for any expenses incurred by Subrecipient as provided above and beyond the
period ending June 1, 2024.
DULY EXECUTED on behalf of the parties as of the day and year first written.
ATTEST/WITNESS: THE MARYLAND THEATRE ASSOCIATION
___________________________ BY: ___________________________________
Benito Vattelana, President
ATTEST: BOARD OF COUNTY COMMISSIONERS
OF WASHINGTON COUNTY, MARYLAND
___________________________ BY: ___________________________________
Vicki C. Lumm, Clerk Terry L. Baker, President
Approved: Approved as to form and
Legal sufficiency:
___________________________
Susan M. Buchanan, Director ________________________________
Washington County Office of John M. Martirano
Grant Management County Attorney
Open Session Item
SUBJECT: Contract Award (PUR-1376) – Independent Auditing Services
PRESENTATION DATE: April 24, 2018
PRESENTATION BY: Rick Curry, CPPO - Director of Purchasing Department and Kim Edlund
- Director of Budget & Finance
RECOMMENDED MOTION: Move to award the contract for independent auditing services to
the responsive, responsible proposer with the lowest total lump sum price for Fiscal Years 2018 thru
2022.
REPORT-IN-BRIEF: These services are required by the State of Maryland’s audit requirements
enumerated in Article 19, Section 19, Section 40 of the Maryland Annotated Code. The RFP was also
advertised on the County’s web site and also the State’s “eMaryland Marketplace” web site, and in the
local newspaper. There were forty-four (44) persons/companies registered/downloaded the RFP
document on-line. Proposals were received from six (6) firms consisting of Qualifications and
Experience/Technical Proposals (Q&E) and Price Proposals. The Q&Es of the all firms were evaluated
and four (4) were considered to be qualified, experienced, and responsive. Each of the firms considered
provided a lump sum contract price for each Fiscal Year Audit as indicated on the attached cost proposal
sheet.
The Coordinating Committee was comprised of the following members: County Administrator,
County Chief Financial Officer, County Director of Budget & Finance (Committee Chairperson),
County Director of Purchasing, and the County Senior Accountant. The contract term is for a one (1)
year period with an option by the County to renew for up to four (4) additional consecutive one (1) year
periods. The County reserves the right to accept or reject any request for renewal.
DISCUSSION: N/A
FISCAL IMPACT: The FY’18 budget includes $70,000.00 for audit fees in the General Fund
and $6,230.00 in other funds. The State reimbursees the County for the 9-1-1 audit fee; therefore, it is
not budgeted.
CONCURRENCES: As recommended by the Coordinating Committee named above.
ALTERNATIVES: N/A
ATTACHMENTS: N/A
AUDIO/VISUAL NEEDS: N/A
Board of County Commissioners of Washington County, Maryland
Agenda Report Form
Open Session Item
SUBJECT: Position Review Procedures
PRESENTATION DATE: April 24, 2018
PRESENTATION BY: Stephanie Stone, Director Health & Human Services; Deb Peyton,
Deputy Director, Human Resources
RECOMMENDATION: Informational Purposes Only
REPORT-IN-BRIEF: On April 10, 2018, staff presented to the Board and staff, the completed
Wage and Salary Scale Study for Washington County. As recommended by the study and reported
to the Board, staff has begun the planning of position reviews for all County departments.
As the first step in this process a Position Review Team was chosen to conduct the position
reviews. The make-up of that team was determined by leadership to be the Chief Operations
Officer, Chief Financial Officer, Director of Health and Human Services and Deputy Director of
Human Resources.
On April 13, 2018, the team met for the first time to plan for the review process. The team will
meet as frequently as necessary to carry out its charge in an efficient and expeditious manner and
will provide the Board with periodic updates of the progress.
DISCUSSION: The Review Team discussed various review procedures and scheduling options.
The chief consideration was efficiency, expediency, and equity among all departments. Bearing
this in mind and subject to approval and amendment by the Board, it is the recommendation of the
team that the review procedures be as follows:
1.A memorandum will be sent to ALL Division Directors and Department Heads requesting
the submission of a Position Review Form and supporting documentation for each position
in which they feel an inequity or anomaly exists and further review is warranted.
2.May 14, 2018 will be the deadline for ALL position review submissions. In addition to the
submissions from staff, the team will utilize the salary study, assessment tools
and job descriptions as part of its review.
3.The team will consider all requests for review submitted by staff. In addition, the team will
thoroughly review any position in which an inequity or anomaly exists based on the
available resources.
4.After an initial review the Division Director, Department Head or their designees will be
contacted and given an appointment to meet with the team to explain and articulate their
request and to answer questions in relation to the position.
Board of County Commissioners of Washington County, Maryland
Agenda Report Form
5. Once the requests have been thoroughly reviewed the team will rank the request based on
three (3) equally weighted criteria which are: 1) Level of inequity 2) Justification of
inequity 3) Salary position score. The salary position score will be determined utilizing a
published tool for the purpose. The scores will be tabulated, averaged and the position will
be ranked according to the highest score.
6. The positions will be considered for adjustment by order of ranking and within the confines
of the available budget.
7. Once all positions have been reviewed and considered a draft report will be presented to
the Board for review and comment.
FISCAL IMPACT: The fiscal impact will be limited to the available budget. At this time an
amount of $400,000 exists in the Fiscal Year 2019 Operating Budget to address review findings.
CONCURRENCES: James Hovis, Chief Operations Officer and Sara Greaves, Chief Financial
Officer
ALTERNATIVES: Amend the procedures as necessary
ATTACHMENTS: None
AUDIO/VISUAL NEEDS: None
Open Session Item
SUBJECT: Meritus Medical Center Agreement for Law Enforcement Coverage
PRESENTATION DATE: April 24, 2018
PRESENTATION BY: Sheriff Doug Mullendore/Lee Shaver, Vice President Meritus
RECOMMENDED MOTION: Move to approve the Meritus Substation Agreement as
presented.
REPORT-IN-BRIEF: It is the desire of Meritus Medical Center that the Washington County
Sheriff’s Office provide three deputies and a supervisor to provide law enforcement coverage at
the Emergency Department and other locations throughout Meritus Medical Center.
DISCUSSION: In June 2017, the Sheriff was contacted by Lee Shaver, Vice President of
Professional Support Services, Meritus Medical Center to inquire about providing 24×7 law
enforcement coverage at the Emergency Department of Meritus Medical Center. Meetings were
held over the next few months to work out the operational details of how the coverage could be
provided. A proposal for cost and operations was submitted to Meritus Medical Center. On
November 17, 2017 the Sheriff was notified by Lee Shaver that the Meritus Medical Center Board
of Directors approved the proposal. It was at this time the Sheriff’s Office, County Attorney’s
Office and Meritus Medical Center Legal staff began to meet to develop an Agreement to
memorialize the proposal and provide for all operational and contractual issues related to providing
the law enforcement coverage. County Administrator Rob Slocum was also notified of the intent
for an Agreement. The Sheriff and Meritus Medical Center finalized an Agreement for signature
by all parties pending approval by the Commissioners. The Agreement stipulates the Sheriff’s
Office will provide overtime coverage to Meritus Medical Center during an interim period while
four deputies are sent through a police academy and Field Training. Once the four deputies are
assigned to solo patrol, three deputies and a supervisor would be assigned to provide coverage to
the Emergency Department and other areas of the hospital. Meritus Medical Center agrees to pay
the cost of four deputies at an entry level salary and benefits the first year and then pay the true
salary and benefits of the personnel assigned thereafter. The Sheriff’s Office will also provide
deputies on overtime status to fill in any gaps as determined by Meritus Medical Center. They have
also agreed to pay for four vehicles and equipment as well as the uniforms and personal equipment
necessary for these deputies to perform as sworn law enforcement deputies. There are provisions
in the Agreement to allow either party to terminate the Agreement or to modify the Agreement as
necessary in the future as long as all parties approved the modifications.
Board of County Commissioners of Washington County, Maryland
Agenda Report Form
FISCAL IMPACT: There is no fiscal impact to the County as all costs would be paid for through
contractual agreement by Meritus Medical Center.
CONCURRENCES: County Attorney’s Office (as to legal sufficiency of agreement) and Meritus
Medical Center
ALTERNATIVES: N/A
ATTACHMENTS: N/A
AUDIO/VISUAL NEEDS: N/A
Open Session Item
SUBJECT: County Administration Building – Project Closeout Change Orders
PRESENTATION DATE: April 24, 2018
PRESENTATION BY: Scott Hobbs, P.E., Director, Division of Engineering
RECOMMENDED MOTION: Move to approve change orders in the amount of $104,873.46
for the County Administration Building construction contract, and $161,509.41 for the design
contract as part of the final project closeout.
REPORT-IN-BRIEF: This is part of the final closeout for the first floor renovations to the
County Administration Building at 100 West Washington Street. The contract value for
Building Systems Inc. and BFM Architects, Inc. will be increased accordingly, and these final
change orders will close out the project.
DISCUSSION: The additional costs include expanded/extended design services, construction,
and construction administration. There is available funding in the Capital Improvement Plan
(CIP).
FISCAL IMPACT: Budgeted CIP projects BLD070 and BLD091.
CONCURRENCES: N/A
ALTERNATIVES: N/A
ATTACHMENTS: N/A
AUDIO/VISUAL TO BE USED: N/A
Board of County Commissioners of Washington County, Maryland
Agenda Report Form