HomeMy WebLinkAbout2024/06/17 - Briefing Packet MASON COUNTY COMMISSIONER BRIEFING INFORMATION
FOR THE WEEK OF
June 17, 2024
In the spirit of public information and inclusion, the attached is a draft of information for
Commissioner consideration and discussion at the above briefing.
This information is subject to change, additions and/or deletion, and is not all inclusive of
what will be presented to the Commissioners.
Please see draft briefing agenda for schedule.
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♦�` �u`"ri BOARD OF MASON COUNTY COMMISSIONERS
DRAFT BRIEFING MEETING AGENDA
411 North Fifth Street, Shelton WA 98584
Week of June 17, 2024
Monday
Noon WA State Association of Counties Zoom Meeting*
Virtual Assembly
*This is being noticed as a Special Commission meeting because a quorum of the Mason County Commission may
attend this event and notification is provided per Mason County Code Chapter 2.88.020-Special Meetings.
Monday,June 17, 2024
Zoom link available on the Mason County website
Commission Chambers
Times are subject to change,depending on the amount of business presented
9:00 A.M. Executive Session—RCW 42.30.110(1)(i)Potential Litigation
10:00 A.M. Closed Session—RCW 42.30.140(4)Labor Discussion
11:00 A.M. Washington State Association of Counties—Derek Young
11:30 A.M. Indigent Defense—Peter Jones
11:45 A.M. Public Works—Loretta Swanson
Utilities&Waste Management
11:55 A.M. Support Services—Mark Neary
Commissioner Discussion—as needed
Tuesday,June 18, 2024
Zoom link available on the Mason County website
Commission Chambers
Times are subject to change,depending on the amount of business presented
10:00 A.M. Commissioner's Office Reorganization Workshop
Commission meetings are live streamed at http://www.masonwebtv.com/and public comment is accepted
via email msmithkmasoncountywa. og_v;mail to Commissioners Office,411 N 5'Street,Shelton,WA
98584;or phone at(360)427-9670 ext.419. If you need to listen to the Commission meeting via
telephone,please provide your telephone number to the Commissioners' office no later than 4:00 p.m.the
Friday before the meeting. If special accommodations are needed,contact the Commissioners'office at
Shelton(360)427-9670 ext.419
Briefing Agendas are subject to change,please contact the Commissioners' office for the most recent
version.
Last printed 06/13/24 at 11:10 AM
C
Mason County
Agenda Request Form
Y
/A t!
To: Board of Mason County Commissioners
From: Peter Jones Ext.280
Department: Indigent Defense Briefing: ❑X
Action Agenda: ❑X
Public Hearing: ❑
Special Meeting: ❑
Briefing Date(s): June 17,2024 Agenda Date: July 2,2024
Internal Review: ❑ Finance ❑ Human Resources ❑X Legal ❑ Information Technology ❑ Risk
(This is the responsibility of the requesting Department)
Below for Clerk of the Board's Use Only:
Item Number:
Approved: ❑ Yes ❑ No ❑ Tabled ❑ No Action Taken
Ordinance/Resolution No. Contract No. County Code:
Item•
State Office of Public Defense Simple Possession Advocacy and Representation Program Funding Opportunity
Background/Executive Summary:
State legislature has made funding available for reimbursing(1)cases in District Court that(2)involve a
charge of possession of a controlled substance. Originally it was thought the County had three such cases,but
upon seeing the District Court limitation Public Defense has done one case and it was dismissed almost
immediately. This is a reimbursement-based grant that would require significant administrative investment for
a couple dollars at best. It is also worth noting that these are the cases most likely to be diverted through the
Law Enforcement Assisted Diversion(LEAD)Program or other diversion set up to avoid Public Defense
involvement in the first place.
This is being brought forward since it is a funding opportunity and with the extreme expenses that funding
Public Defense will bring in the coming years,every funding opportunity should be considered. It is not
believed that this will be a valuable opportunity.
Budget Impact(amount, funding source,budget amendment):
$10,000 worth of work would be done to gain a couple of thousand in reimbursement at most. Current
reimbursement for 2024 would be less than$300.
Public Outreach (news release,community meeting, etc.):
N/A
Requested Action:
Request to allow Public Defense to present a letter to the Office of Public Defense(OPD)listing the issues
with this funding opportunity and request OPD be less restrictive with their funding.
Attachments
SPAR Grant Application
WASHINGTON STATE
Email: opd@opd.wa.gov OFFICE OF PUBLIC DEFENSE (360) 586-3164
Larry Jefferson, Director FAX (360) 586-8165
TO: City/County Officials
FROM: Grace O'Connor, Supervising Attorney, SPAR Program
DATE: June 12, 2024
RE: Applications for SPAR funding for State Fiscal Year 2025 (FY25), July 1, 2024 to
June 30, 2025
Funding Program Overview and Frequently Asked Questions
What does this funding support? This funding helps cover public defense costs incurred in
courts of limited jurisdiction on cases involving drug possession or public use.
Second Engrossed Second Substitute Senate Bill (2E2SSB) 5536 (Chapter 1, Laws of 2023, 1st
Special Session) appropriated funds to the Washington State Office of Public Defense (State
OPD) to provide reimbursement of eligible expenses for consultation and representation
services for:
• indigent adults facing pending charges or charged with violations of RCW
69.50.4011(1)(b) or (c), 69.50.4013, 69.50.4014, or 69.41.030(1), or charged with
offenses under local ordinances involving allegations of possession or public use of a
controlled substance, counterfeit substance, or legend drug (hereinafter, qualifying
offenses)
• in courts of limited jurisdiction in counties with a population of500,000 or less and cities
with a population of 200,000 or less.
State OPD received a biennial appropriation (FY24 and FY25) to create, administer, and fund
this reimbursement program. In orderto administer these funds, State OPD created the Simple
Possession Advocacy and Representation (SPAR) Program. In FY24, State OPD made awards to
22 jurisdictions. Additional funding remains for FY25.
How do I know if my jurisdiction is below the population threshold? To determine whether a
county has a population of500,000 or less, and to determine whether a city has a population of
200,000 or less, State OPD consults the April 1 official population estimates from the State
Office of Financial Management.
How are funding awards disbursed? This funding is reimbursement-based. If you receive an
award from State OPD, you will enter into a funding agreement with us. The grant period will
run from July 1, 2024 to June 30, 2025 (the state fiscal year). The funding agreement will
include a maximum allocated reimbursement amount. During the grant period, OPD will
Application for FY25 State OPD SPAR Funds 1
reimbursejurisdictions up to the maximum allocated reimbursement amount upon receipt of
properly completed invoices and supporting documentation. OPD will provide template
invoices and forms to assist jurisdictions in completing reimbursement requests.
What kinds of costs are covered by the reimbursement grants? Funding must be used to
provide individualswith consultation and representation on qualifyingcases in courts of limited
jurisdiction. Permissible use of funding is limited to reimbursement for compensation for
attorney and support staff time devoted to such consultation and representation (including
some RAU appeals), reimbursement for investigation costs on qualifying cases, and
reimbursement for expert services related to qualifying offenses. Jurisdictions will be
responsible for any other expense.
What's a qualifying case?A qualifyingcase is a proceeding filed against a defendant in a court
of limited jurisdiction in which at least one of the charges filed,either originally or as amended,
is for a qualifying offense, even if later dismissed.
What's a qualifying offense?A qualifying offense is an offense under RCW 69.50.4011(1)(b) or
(c), 69.50.4013, 69.50.4014, 69.41.030(2), (b), or (c); or a charge of an offense under a local
ordinance involving allegations of possession or public use of a controlled substance,
counterfeit substance, or legend drug.
How does OPD determine the reimbursement rates for jurisdictions that receive an award?
Reimbursement rates are based on a jurisdiction's actual costs expended in defending
qualifying cases.This is true whether you employ salaried public defenders or rely on indigent
defense contractors. In the indigent defense contractor scenario, to determine reimbursement
rates for attorney compensation,ajurisdiction generally reportsthe numberof qualifying cases
by case number handled by a contractor in an invoicing period and either 1) multiplies the
number of qualifying cases by the contractor's case rate; or 2) determines the percent of
qualifying cases in an invoicing period and multiplies that by a contractor's monthly
compensation.Variationsexist and State OPD will work with selected applicants to the best of
its ability to reimburse jurisdiction's actual costs on qualifying cases.
How do I determine the amount of funding to ask for? Most jurisdictions estimate attorney
compensation by estimating the number of qualifying offenses a jurisdiction expects to have
filed in a year, multiplied bythe average cost of counsel per case. To that number, jurisdictions
may add estimated investigation and expert services costs related to those qualifying cases for
the year.
Is this funding the same as the Public Defense Improvement Program (RCW 10.101) grant
funding that my jurisdiction receives from State OPD? No. A jurisdiction may receive funding
under both of these State OPD programs. But, funds awarded under the Public Defense
Improvement Program (PDIP) have a different purpose and structure than SPAR funding, and
jurisdictionswho are awarded fundingfrom both programs should be sure notto confuse these
funds. For more information on PDIP, visit our website.
FY25 Application for State OPD SPAR Funds 2
Application Timeline:
Completed applications are due to OPD by June 30, 2024. State OPD will send preliminary
notification of grant awards and denials by July 15, 2024. Signed, completed applications and
corresponding documentation should be submitted as an email attachment to the SPAR
Program at spar@opd.wa.gov. Please do not leave any answers blank.
Application Definitions
Alternatives to Prosecution —An opportunity to depart from the traditional criminal case
process of charge to plea of guilty, or conviction oracquittal attrial. Examples might be, but not
limited to, stipulated continuances, deferrals, therapeutic courts, or a diversion program. See
also, Diversion; Specialty Court; Therapeutic Court.
Case- The filing of a documentwith the court naminga person as defendant or respondent, to
which an attorney is appointed to provide representation.
Case Weighting —A system for accounting for complexity, seriousness, or other extraordinary
time commitments of certain types of cases and,therefore, adjusting the number of maximum
case assignments. A weighting system may compensate for a case type by increasing or
decreasing the weight given to a case type. Case weighting systems may only be used if the
local government entityadoptsand publishes written policies and proceduresfor implementing
such a system.
Consultation — See Representation.
Defendant —The person answering or responding to a criminal charge. The state or city has
accused these people of committing a crime, and they are defending themselves against the
accusations. In certain cases, the defendant is referred to as the respondent.
Diversion —An agreement or non-specialty court program in which a defendant agrees to
participate for some benefit. Typically, a defendant agrees to certain conditions (e.g., not
commit any other crimes, abstain from alcohol, stay away from a particular person or place,
engage in some sort of treatment evaluation and follow-through) with the understanding that
the charge the defendant is facing will either be dismissed or reduced. See also, Pre-File
Diversion; Pre-Trial Diversion; Statutory Pre-File Diversion; Statutory Pre-Trial Diversion Under
RCW 69.50.4017.
Pre-File Diversion —A diversion from the criminal legal system by either law
enforcement or the prosecutor that takes place before charges are filed against a
defendant.
Pre-Trial Diversion —A diversion from the criminal legal system that takes place after
charges are filed against a defendant but before a plea is entered, or before proceeding
to trial.
FY25 Application for State OPD SPAR Funds 3
Statutory Pre-File Diversion - A diversion from the criminal legal system by either law
enforcement or the prosecutor to a program or service that takes place before charges
are filed against a defendant as set forth in RCW 69.50.4011(3)(c); 69.50.4013(2)(c);
69.50.4014(2); 69.41.030(2)(e)
Statutory Pre-Trial Diversion under RCW 69.50.4017 - A diversion from the criminal
legal system under RCW 69.50.4017 that takes place after charges are filed against a
defendant but before a plea is entered, or proceeding to trial.
Indigent—The definition of indigent is set forth in RCW 10.101.010(3). A legal determination of
whethersomeone is indigent is made by a judicial officer in accordance with RCW 10.101.010.
Generally, someone is indigent if they receive certain public assistance, is involuntarily
committed to a public mental health facility, is receiving income 125% below the federal
poverty level, or unable to pay the anticipated costs of defending themselves against the
accusations.
Judicial Officer— Includes judges, court commissioners, and those acting in a temporary and
limited judicial capacity (i.e., judges pro tem).
Public Defense/ Public Defense Services —The entire system of providing legal representation
and other services to indigent defendants/respondents. Public defense services encompass
administration, investigation, social work, community support, as well as traditional trial
defense representation. In Washington, public defense services also include non-criminal
matters such as in dependency.
Public Defender or Defense Attorney —An attorney licensed in Washington who represents
indigent persons in court proceedings at public expense. A public defender works in a
government public defense agency, a non-profit public defense agency, a private firm or solo
practice on a contractual basis, or by court appointment.
Qualifying Offenses — Pending charges of or charges of violations of RCW 69.50.4011(1)(b) or
(c), 69.50.4013, 69.50.4014, or 69.41.030(2), (b), or (c), or pending charges of or charges of
offenses involving allegations of possession or public use of a controlled substance, counterfeit
substance, or legend drug.
Representation — Representation includes appointment to represent indigent defendants in
courts of limited jurisdiction on cases involving qualifying offenses, including in therapeutic or
specialty courts; consulting with or advising indigent defendants or potential defendants on
pre-file or pre-trial diversion options; consulting with or advising indigent defendants during
pre-trial diversion; representation on motions to terminate defendants from pre-trial diversion
programs, or specialty or therapeutic courts, or other programs that offer alternatives to
prosecution.
SPAR Program — State OPD's Simple Possession Advocacy and Representation Program
FY25 Application for State OPD SPAR Funds 4
Specialty Court — See "Therapeutic Court."
Therapeutic Court—A court utilizing a program or programs structured to achieve both a
reduction in recidivism and an increase in the likelihood of rehabilitation, or to reduce child
abuse and neglect, out-of-home placements of children, termination of parental rights, and
substance abuse and mental health symptoms among parents or guardians and their children
through continuous and intense judicially supervised treatment and the appropriate use of
services, sanctions, and incentives
WSBA—Washington State Bar Association.
Evaluation of Applications:
The attached Appendix A provides details on the evaluation factors considered by State OPD in
selecting award recipients and determining award amounts in the event funding requests
exceed available funding.
Technical Assistance for SPAR Program:
State OPD staff is available to work with jurisdictions regarding compliance with these funds.
State OPD also has a SPAR Attorney Trainer on staff to serve as a resource for public defense
professionals.
For information regarding the SPAR Program or this application process, contact us at
spar@opd.wa.gov or 360-586-3164 x. 151.
We look forward to working with you to implementthis relatively new program in Washington
State.
FY25 Application for State OPD SPAR Funds 5
FY25 Funding Application
Simple Possession Advocacy & Representation (SPAR) Program
City/County Name:
Contact Name*:
Title:
Mailing Address:
City: State: WA Zip Code:
Phone:
Email Address:
*Please list the person who will be responsible for submitting invoices and handling any communication
in regard to these funds.
Signing Authority**:
Title:
Mailing Address:
City: State: WA Zip Code:
Phone:
Email Address:
**Please list the person who will be signing any agreement regarding these funds. If the same as the
contact person listed above, you may skip this section.
State Vendor Number:
For more information see:
https://ofm.wa.gov/it-systems/accounting-systems/statewi de-vendorpaVee-services
NOTE: Complete applications must be received at OPD by 5 p.m. on June 30, 2024.
FY25 Application for State OPD SPAR Funds 6
■ Section • • • Case Tracking
1.1 Is this application completed on behalf of a Washington city or county? ❑ City ❑ County
1.2 What is the current population size of your jurisdiction?
1.3 What is the current public defense model in your city/county? Please select one option that
best describes how public defense services are delivered in your region.
❑ a) The city/county contracts with attorneys for public defense services.
❑ b) Public defense services are provided primarily by staff attorney(s)of a public defense agency
or non-profit.
1.4 Does the city/county have the ability to collect and report data on the following data points:
Yes No Data to be requested
❑ ❑ Age of Defendant
❑ ❑ I Race of Defendant
❑ ❑ Gender of Defendant
❑ ❑ Case Outcome/Disposition
❑ ❑ Attorney Hours
❑ ❑ Diversion Status(including:was case diverted,was diversion completed)
❑ ❑ Trials
❑ ❑ Number of Cases
❑ ❑ Case/Cause Numbers
Ability to collect and report data on age, race, and gender of the defendant, or case
outcome/disposition and diversion status is not a requirement for grant funding. However, ability
to track the number of qualifying cases and case (cause) numbers will be part of the
documentation required for reimbursement. If the city/county is currently collecting data on any
of these data points, please attach a template or sample report, if available.
1.5 If you are applying on behalf of a city,what is the city ordinance/city code
new filings for possession of a controlled substance are charged under?
Please attach a copy.
FY25 Application for State OPD SPAR Funds 7
1.6 With the passage of 2E2SSB 5536, OPD anticipates an increase in filings of
criminal cases centered around possession of controlled substance
charges. How many cases do you estimate will be filed as a result?
1.7 Who in the city/county is responsible for overseeing contract attorneys, sub-contract attorneys
and assigned counsel attorneys? What is their title/position?
1.8 Are city/county attorneys, prosecutors,judges, judicial staff, or law
enforcement officers involved in the selection of public defense attorneys?
WSBA Indigent Defense Services Standard 19; RCW 10.101.040; GR 42 ❑ Yes ❑ No
Section 11: Diversions and Post-Disposition Representation
2.1 Pre-File Diversion: In lieu ofjail bookingand referral to the prosecutorfor possession and public use
cases, 2E2SSB 5536 encourages law enforcement to offer a referral to assessment and services
available under RCW 10.31.110 or other program or entity responsible for receiving referrals in lieu
of legal system involvement, which may include, but are not limited to, arrest and jail alternative
programs (AJA), law enforcement assistant diversion programs (LEAD), or a recovery navigator
program (RNP). See RCW 69.50.4011(3)(c); 69.50.4013(2)(c); 69.50.4014(2); 69.41.030(2)(e).
Additionally, prosecutors are encouraged to divert possession and public use cases for assessment,
treatment or other services rather than charge them. See RCW 69.50.4011(3)(a); RCW
69.50.4013(2)(a); RCW 69.50.4014(1); RCW 69.41.030(2)(b),(c).
a) Please describe any current pre-file diversion programs that exist in your jurisdiction. In your
description, please include 1)the type of diversion, including whether it occurs pre-referral to the
prosecutor's office or post-referral to the prosecutor's office, 2) how an individual learns of the
diversion 3) who makes the decision to allow the individual to participate in the diversion, 4)
what is expected of the individual in the diversion, and 5) the role of defense counsel, in any, in
these diversions.
b) Does your jurisdiction have any future plans to adjust its pre-file
diversion options in light of 2E2SSB 5536? ❑ Yes ❑ No
FY25 Application for State OPD SPAR Funds 8
If yes, please describe:
c) Does your jurisdiction have plans to create a statutory pre-filing
diversion option under 2E2SSB 5536? ❑ Yes ❑ No
If yes, please describe:
2.2 Post-Charge,Pre-Trial Diversion: 2E2SSB 5536 created a post-charging, pre-trial statutory diversion
framework for possession and public use offenses. See RCW 69.50.4017. Under that framework, a
defendant whose motion to divert is granted will be diverted to a recovery navigator program, an
arrest and jail alternative program, or a law enforcement assisted diversion program in the area.
RCW 69.50.4017(2). Under the statutory framework, the diversion program must provide a regular
written status update on the defendant's progress at least monthly to the court, prosecuting
attorney,defendant, and defense counsel. RCW 69.50.4017(4). Additionally, under the statute, if a
prosecutor moves to terminate a defendant from the diversion, the defendant must be notified, a
hearingmust beset, and beforethe hearingthe defendant and defendant's counsel must be advised
of the nature of the alleged noncompliance, and provided discovery of evidence supporting the
allegation, including names and contact information of the witness. RCW 69.50.4017(10).
a) Please describe how your jurisdiction intends to ensure availability of defense counsel under
this statutory framework for continued representation of clients who are in a statutory
diversion under RCW 69.50.4017. Please include information on how defense attorneys will
receive notice of hearings and be assigned to represent clients at those hearings, as well as how
attorneys will be available for consultations to clients during the diversion.
b) Please describe any post-charging, pre-trial alternatives to prosecution that your jurisdiction
currently uses for misdemeanor or gross misdemeanor charges. Examples might be, but not
limited to,stipulated continuances,deferrals,therapeutic courts,or a diversion program. In your
description, please include 1)the type of alternative to prosecution,2)how a defendant requests
the alternative 3)who makes the decision to allowthe defendant to participate in the alternative
to prosecution, 4) how the defendant successfully completes the alternative, and 5) the role of
defense counsel in these alternatives.
FY25 Application for State OPD SPAR Funds 9
c) Does your jurisdiction have any future plans to adjust post-charge, pre-
trial options for alternatives to prosecution for misdemeanor or gross
misdemeanor charges in your jurisdiction in light of 2E2SSB 5536? ❑ Yes ❑ No
If yes, please describe:
2.3 Please describe how representation on post-disposition matters, such as probation reviews and
revocation hearings, currently takes place. Please address assignment of attorneys for hearings as
well as representation during the probationary period.
2.4 Does your jurisdiction have any future plans to adjust the way it does post-
disposition representation in light of 2E2SSB 5536? ❑ Yes ❑ No
If yes, please describe:
Section III: Public Defense Expenditures/Budget & SPAR Funding Request
3.1 In calendar year 2023, the city/county paid indigent defense expenses as follows:
State OPD Chapter
City/County 10.101 RCW Grant
Funds Funds (if applicable) Other Funds (if applicable)
Attorney salaries
and benefits,
contract and
conflict attorney
compensation $ $ $
Investigators,
experts,
interpreters,social $ $ $
FY25 Application for State OPD SPAR Funds 10
workers, and
other professional
services
Other public
defense expenses $ $ $
Total $ $ $
3.2 For calendar year 2024, the city/county budgeted indigent defense expenses as follows:
State OPD Chapter
City/County 10.101 RCW Grant
Funds Funds (if applicable) Other Funds (if applicable)
Attorney salaries $ $ $
and benefits,
contract and
conflict attorney
compensation
Investigators, $ $ $
experts,
interpreters,social
workers, and
other professional
services
Other public $ $ $
defense expenses
Total $ $ $
3.3 Using Table 1 (attached), please list the attorney(s)you expect to handle qualifying cases for your
jurisdiction under SPAR funding. Include all the information requested in Table 1.
3.4 How much SPAR funding is the applicant requesting for use in FY25 (July 1, 2024 to June 30,
2025?). Permissible uses of these funds is limited to compensation for attorney and support staff
time spent on qualifying offenses, and expert services related to such representation.
Attorney Compensation $
Support Staff Compensation $
Investigation/Expert Services $
TOTAL FUNDING REQUEST $
3.5 Pursuant to 2E2SSB 5536, these funds will be disbursed only on a
reimbursement basis. This requires the city/county to first expend funds,
then submit an invoice for reimbursement. Is the city/county able to track
FY25 Application for State OPD SPAR Funds 11
expenditures, including case numbers for qualifying cases, and regularly
invoice State OPD for reimbursement?
❑ Yes ❑ No
3.6 If attorney costs are ordered or assessed against indigent defendants, is there a standard
recoupment amount or does it vary?*
❑ Standard Amount: $
❑ Amount Varies (typical
range): $
❑ Recoupment of attorney costs is never ordered against indigent defendants.
*If attorney costs are assessed, the amount will be deducted from any reimbursement paid to the
city/county under SPAR.
3.7 Did the city/county complete an application in 2023 for Chapter 10.101
RCW State Grant funds?
❑ Yes* ❑ No
*If yes, you may skip to Section VII.
Section IV: Case Assignments
4.1 Does the city/county use a case-weighting policy as allowed for in Standard
3 of the Standards adopted by the WSBA and the Washington State
Supreme Court (CrRU 3.1)? If yes, please attach the case-weighting policy. ❑ Yes ❑ No
a. If yes, what is the city/county's method of counting probation violations and other post-
sentencing hearings?
Section V: Court/City/County Information
5.1 Please describe the indigency screening procedure (RCW 10.101.010—020) for municipal/district
court defendants and attach any related written policies and screening documents used:
5.2 Does the applicant contract with another jurisdiction that
provides district/municipal court services for the applicant? ❑ Yes ❑ No ❑ N/A
FY25 Application for State OPD SPAR Funds 12
If yes, please describe the situation:
5.3 Does the applicant contract with another jurisdiction's public
defender agency to provide the applicant's public defense? ❑ Yes ❑ No ❑ N/A
If yes, please describe:
5.4 Does the applicant provide district/municipal court ❑ Yes ❑ No ❑ N/A
services for another jurisdiction?
If yes, is this application made on behalf of applicant alone, or in consultation with the other
jurisdiction(s)? Please describe:
5.5 Does the applicant provide public defense ❑ Yes ❑ No❑ N/A
services for another jurisdiction?
If yes, is this application made on behalf of applicant alone, or in consultation with the other
jurisdiction(s)? Please describe:
Section VI: Washington State Bar Association Standards for Indigent Defense Services—
RCW 10.101.060 requires each city or county that receives state funds to document to the Washington
State Office of Public Defense that it is meeting the WSBA Standards for Indigent Defense Services, or
that the funds are being used to make "appreciable, demonstrable improvements in the delivery of
public defense services." The following questions address many of the provisions set forth in statute
and the WSBA Standards for Indigent Defense Services.
Standard One: Compensation
6.1 Do the city/county's public defense contracts (including sub-contracts and
assigned counsel policies) require the attorneys to compensate conflict
counsel, investigators or experts? ❑ Yes ❑ No
If yes, please explain the situation:
FY25 Application for State OPD SPAR Funds 13
6.2 If public defense is provided by attorneys employed by a public
defense agency,are job classifications,compensation and benefit
levels comparable to local prosecuting attorneys? ❑ Yes ❑ No ❑ N/A
If no, please explain:
6.3 Are compensation amounts for contracted, sub-contracted, and assigned
counsel attorneys sufficient to cover administrative costs such as travel,
telephone, technology, office space, supplies, and training? ❑ Yes ❑ No
If no, please explain:
Standard Two: Duties and Responsibilities
6.4 Are defense attorneys present and representing defendants at:
a. In-custody first appearance hearingswhere bail is addressed (as defined by
CrRU 3.2.1)? ❑ Yes ❑ No
If no, please describe when and how defendants have access to counsel:
b. Out-of-custody first appearance hearings? ❑ Yes ❑ No
If no, please describe when and how defendants have access to counsel:
6.5 Are public defense attorneys made available to consult with clients prior to
first appearance or arraignment hearings? ❑ Yes ❑ No
Standard Three: Caseload Limits
6.6 Do the city/county's public defense contracts (and subcontracts, if applicable)
specify the maximum number of cases each attorney shall be expected to
handle? ❑ Yes ❑ No
FY25 Application for State OPD SPAR Funds 14
If no, please explain:
6.7 Are the caseloads of the public defense attorneys (including
private cases and public defense cases from other jurisdictions)
within the limits set by the Washington Supreme Court (CrRU
3.1)? ❑ Yes ❑ No ❑ Not Sure
If yes was not selected, please explain:
Standard Four: Responsibility for Expert Witnesses
6.8 Does the city/county pay for defense experts? ❑ Yes ❑ No
If no, please explain the situation:
Standards Six and Seven: Investigators and Support Services
6.9 Does the city/county pay for defense investigators? ❑ Yes ❑ No
If no, please explain the situation:
Standards Ten and Eleven: Supervision, Monitoring and Evaluation of Attorneys
6.10 Which individual/entity maintains the attorney certifications filed in your court?
How are the certification forms made available for public review?
FY25 Application for State OPD SPAR Funds 15
6.11 Has someone from the city/county verified that all attorneys that provide
public defense representation in your jurisdiction filed Certifications for
the first and second quarters of 2023? ❑ Yes ❑ No
*Please provide copies of all Certifications filed for the 2nd Quarter of 2023 in your jurisdiction.
Counties do not need to provide Certifications for attorneys practicing only in Superior Court. (It is
not necessary to provide Certifications of staff attorneys employed at government or non-profit
public defense agencies.)
Standard Thirteen: Limitations on Private Practice
6.12Does the city/county require contract and subcontract public defense
attorneys to report on public defense caseloads from other jurisdictions,
and "hours billed for nonpublic defense legal services including number
and types of private cases?" RCW 10.101.050 ❑ Yes ❑ No
If no, please explain the situation:
Standard Fifteen: Disposition of Client Complaints
6.13 Who does the city/county designate to receive and investigate complaints about public
defense services? Please provide the name and contact information for the person/office:
6.14How are indigentclients notified of the complaint policy and procedure? Please provide a copy
of the city/county'scomplaint procedure,complaint form, or any other relevant documentation.
Section •
7.1 Please include the following items with your application where applicable. Each required
attachment must be labeled with the question number(s) to which it corresponds. If attachments
are submitted as separate documents, please ensure the question number is referenced in the file
name as well as inside on the document itself. Failure to include any of the required items could
result in an incomplete application. (If you were able to skip sections 4 through 6 because you
completed an application in 2023 for Chapter 10.101 RCW State Grant funds you do not need to
provide the attachments that correspond to those sections).
FY25 Application for State OPD SPAR Funds 16
❑ Sam pletempIate or report for monthly or quarterly attorney activity, if available (see question 1.4)
❑ Table 1 including the contract for any identified attorney or firm (see question 3.3)
❑ Case-weighting policy, if applicable (see question 4.1)
❑ Indigency screening form and related documents (see question 5.1)
❑ 2nd Quarter 2023 Certifications filed (see question 6.10)
❑ Complaint procedure, forms or other relevant documentation (see question 6.13)
❑ Other relevant information (applicant's discretion)
FY25 Application for State OPD SPAR Funds 17
Section •
Declaration
1 declare under penalty of perjury under the laws of the State of Washington that the foregoing
information is true and correct.
Signature Date
Printed Name Title Place
FY25 Application for State OPD SPAR Funds 18
Washington State Office of Public Defense
Table I: Attorneys Expected to Handle Qualifying Cases Under SPAR Grant and Their
Compensation Structure/Rates
*If contracted attorneys have variable rates in one contract, or multiple contracts
covering different services,you may use multiple lines forone contract or attorney/firm.
For contract identified, please attach the corresponding contract. You may also attach
separate narratives ortables explainingthe contract's compensation structure and rates
if needed. The information entered here may also help you determine the attorney
compensation request in Question 3.4.
Structure of
compensation under
Name of attorney/firm contract(per case,flat-fee, Rate of payment
(If firm, please identify (1) WSBA# per hour,etc.) *If salaried (dollar value per Contact
the total number of employee of the case, per month, Information
attorney FTEs handling jurisdiction,write"salaried per hour,etc.). *For (email,
public defense cases, and employee"). **For salaried employee phone,
(2)the name of each contracted attorneys, please list total cost mailing
attorney handling public please include whether the FTE(salary+ address)
defense cases) contract has a caseload benefits)
maximum and what the
maximum is.
Application for FY25 State OPD SPAR Funds 19
FY25 Application for State OPD SPAR Funds 20
Appendix A
SPAR Program FY25 Application Evaluation Guidelines
No award will be made to a city or county that exceeds the population threshold
identified bythe legislature in 2E2SSB 5536. State OPD's goal in awardingfunding is to promote
consistent,quality defense representation in courts of limited jurisdiction,a nd to maximize the
numberofjurisdictionsthat receive an award. In the event that funding requests exceed State
OPD's available funding,State OPD may considerthe applicant's poverty level compared to that
of other applications; the applicant's current model of public defense; and whether an
applicant has previously received grant funds from State OPD, and if so, whether the applicant
substantially complied with the terms of previous grant agreements.
Application for FY25 State OPD SPAR Funds 21
C
Mason County
Agenda Request Form
Y
/A t!
To: Board of Mason County Commissioners
From: Peter Jones Ext.280
Department: Indigent Defense Briefing: 0
Action Agenda: 0
Public Hearing: ❑
Special Meeting: ❑
Briefing Date(s): June 17,2024 Agenda Date: July 2,2024
Internal Review: ❑ Finance ❑ Human Resources 0 Legal ❑ Information Technology ❑ Risk
(This is the responsibility of the requesting Department)
Below for Clerk of the Board's Use Only:
Item Number:
Approved: ❑ Yes ❑ No ❑ Tabled ❑ No Action Taken
Ordinance/Resolution No. Contract No. County Code:
Item:
Public Comment on Indigent Defense Standards Modification—CrR and CrRLJ 3.1
Background/Executive Summary:
The Indigent Defense Standards are now up for public comment. There have been no changes to the standards
passed by the Washington State Bar Association(WSBA)in March. The adoption of these standards by the
Supreme Court is likely to wreak damage on the State's criminal justice system—Mason County included.
Mason County needs to be on record with a public comment.
In listening to the Supreme Court's rulemaking process,it is believed that the most effective comment to make
would be acknowledgment that there is a state-wide issue with overwork to Public Defense,but there are
agencies such as Mason County that get it right. If the court is to adopt these policies,it should only do so as
to the 2025 levels. It should then adopt a wait-and-see approach to determine how drastic further cuts would
be. This is the only plea that the Court has a chance of listening to. Understandably there are many more
issues with this,and those issues are shared,if the goal is effectuating a behavior from the Court this is the best
tactic.
Budget Impact(amount,funding source,budget amendment):
N/A
Public Outreach (news release,community meeting, etc.):
N/A
Requested Action:
Consider public comment from Mason County on the Indigent Defense Standards Modification—CrR and
CrRLJ 3.1.
Attachments
Order for Public Comment
FILED
SUPREME COURT
STATE OF WASHINGTON
JUNE 10, 2024
BY ERIN L. LENNON
CLERK
THE SUPREME COURT OF WASHINGTON
IN THE MATTER OF THE SUGGESTED )
AMENDMENTS TO STANDARDS FOR ) AMENDED ORDER
INDIGENT DEFENSECrR 3.1 STDS/CrRLJ 3.1 )
STDS/JuCR 9.2 STDS ) NO. 25700-A-1568
The Washington State Bar Association(WSBA), having recommended that the Court
amend the Standards for Indigent Defense applicable to CrR 3.1, CrRLJ 3.1, and JuCR 9.2 to
incorporate WSBA's revised Standards for Indigent Defense Services, and the Court having
approved the suggested amendments for publication on an expedited basis;
Now, therefore, it is hereby
ORDERED:
(a) That pursuant to the provisions of GR 9(g), the suggested amendments as attached
hereto are to be published expeditiously for comment in the Washington Reports, Washington
Register, Washington State Bar Association and Administrative Office of the Court's websites.
(b) The purpose statement as required by GR 9(e) is published solely for the
information of the Bench, Bar, and other interested parties.
(c) Comments are to be submitted to the Clerk of the Supreme Court by either U.S.
Mail or Internet E-Mail by no later than October 31, 2024. Comments may be sent to the
following addresses: P.O. Box 40929, Olympia, Washington 98504-0929, or
Page 2
ORDER
IN THE MATTER OF THE SUGGESTED AMENDMENTS TO STANDARDS FOR
INDIGENT DEFENSECrR 3.1 STDS/CrRLJ 3.1 STDS/JuCR 9.2 STDS
supreme(cr�,courts.wa.gov. Comments submitted by e-mail message must be limited to 1500
words.
(d) The Court will hold two public hearings on the suggested amendments, at dates
and times to be announced separately. One public hearing will be held before the comment
period closes, and one public hearing will be held after the comment period closes.
DATED at Olympia, Washington this 1 Oth day of June, 2024.
For the Court
i
'2 e C
Gonzalez.C'.T
GR 9 COVER SHEET
Suggested Amendments to
STANDARDS FOR INDIGENT DEFENSE SERVICES
REVISED CrR 3.1 Stds/CrRU 3.1 Stds/JuCR 9.2 Stds
A. Name of Proponent:
Washington State Bar Association
WSBA Council on Public Defense
B. Spokespersons:
Hunter Abel, President, Washington State Bar Association, 1325 Fourth Avenue, Suite 600,
Seattle, WA 98101-2539 (telephone: (509) 969-4731)
Jason Schwarz, Chair, Council on Public Defense, Washington State Bar Association, Seattle,
WA 98101-2539 (telephone: (425) 388-3032)
WSBA Staff Contact:
Bonnie Sterken, Equity and Justice Lead, Washington State Bar Association, 1325 Fourth
Avenue, Suite 600, Seattle, WA 98101-2539 (telephone: (206) 727-8293)
C. Purpose:
Public defense in Washington is facing a crisis of attrition and an inability to recruit staff
brought about by excessive workloads and poor compensation. Attorneys are resigning from
the public defense profession in droves because they cannot continue the work given the
volume of cases. In recognition of these problems, in January 2022, the WSBA Council on
Public Defense (CPD) undertook a comprehensive revision of the WSBA Standards for
Indigent Defense Services. In addition, following release of the National Public Defense
Workload Study in September 2023,the Justices of the Washington Supreme Court requested
that the CPD specifically address caseload standards.
In developing revised WSBA Standards, the CPD solicited input from the public and the
criminal defense community at listening sessions, CLE events, CPD meetings, and through
surveys.The CPD considered all feedback when revising the WSBA Standards. In addition, the
revisions to the WSBA Standards were informed by the 2023 National Public Defense
Workload Study; other studies of appropriate caseload and support staffing needs of public
defense offices; and Constitutional, ethical, and professional standards for public defenders.
Pagel
The revisions to the WSBA Standards focus on three areas: (1) Support staff requirements,
(2) attorney qualifications, and (3) caseload standards. Revisions in all three areas were
necessary to recognize the realities of current public defense practice, ensure the Standards
met Constitutional requirements, and to address public defender attrition and difficulty
recruiting new attorneys to the profession.
First, the revised WSBA Standards require, rather than simply recommend, public defense
agencies to maintain specific staffing ratios for investigators, mitigation specialists and social
workers, and legal assistants and paralegals. These revisions recognize the importance of
support staff in public defense cases, particularly given the large volume to evidence and
investigation necessary to provide adequate defense.
Second,the revisions to attorney qualification requirements attempt to address the shortage
of attorneys qualified to handle the most serious cases. The revisions allow attorneys to gain
experience through trial experience even if the trial was not completed through a jury verdict
and through training programs.These revisions are to be implemented over the course of the
next four years.
Lastly, the revised WSBA Standards implement the caseload standards recommended by the
National Public Defense Workload Study (NPDWS). The NPDWS report made clear that the
existing caseload standards did not allow attorneys sufficient time to provide representation
that met Constitutional requirements. The findings of the NPDWS report were applied to
Washington's caseloads through a system that grants a specific number of credits for
categories of cases based on the typical time-demands of the case. Attorneys accrue case
credits up to a maximum number of credits per year.
The CPD presented proposed the revised WSBA Standards of Indigent Defense to the WSBA
Board of Governors on March 8, 2024. The WSBA Board of Governors adopted the revisions
and voted to forward the revised WSBA Standards to the Supreme Court with the
recommendation that the Court incorporate the WSBA Standards into the Washington
Supreme Court Standards for Indigent Defense.
D. Hearing:
A hearing is not requested.
E. Expedited Consideration:
Expedited consideration is requested.
F. Supporting Material:
• Cover memo to the WSBA Board of Governors dated February 23, 2024
Page 2
• Council on Public Defense Report on Revisions to WSBA Standards of Public Defense
• Redline revisions to WSBA Standards of Indigent Defense Services
• Public Comments Received by the WSBA Board of Governors found here:
https://wsbaonlinemy.sharepoint.com/:f:/r/personal/pa rise wsba org/Documents/Revised%20
Standards%20Feedback?csf=1&web=1&e=61ZUPm (this link will expire April 20, 2024)
Page 3
Suggested Amendments to
CrR 3.1/CrRLJ 3.1/JuCR 9.2
STANDARDS FOR INDIGENT DEFENSE
Preamble
The Washington Supreme Court adopts the following Standards to address certain basic
elements of public defense practice related to the effective assistance of counsel. The
Certification of Appointed Counsel of Compliance with Standards Required by CrR 3.1/CrRLJ
3.1/JuCR 9.2 m�T references specific "Applicable Standards."The Court adopts additional
Standards beyond those required for certification as guidance for public defense attorneys in
addressing issues identified in State v. A.N.J., 168 Wn.2d 91 (2010), including the suitability of
contracts that public defense attorneys may negotiate and sign. To the extent that certain
Standards may refer to or be interpreted as referring to local governments, the Court recognizes
the authority of its Rules is limited to attorneys and the courts. Local courts and clerks are
encouraged to develop protocols for procedures for receiving and retaining Certifications.
Definitions
1. Assigned Counsel—Attorneysprovide public defense services in a local jurisdiction
who are not employees of a Public Defense Agency, often without a formal contract;
frequently referred to as panel or conflict attorneys.
2. Case—A"case"is a new court filing or action that names a person who is eligible for
appointment of a public defense attorney; for example, an adult criminal charging
instrument, a juvenile court offender or BECCA petition, a dependency or termination of
parental rights petition, a civil commitment petition, or an appeal. For additional
explanation in relation to caseload capacity, refer to Standards 3.H and 3.I.
3. Case Weighting/Credits—A case weighting system assigns higher and lower values or
weighted case credits to assigned cases based on the amount of time that is typically
required to provide effective representation.
4. Caseload—The number of cases assigned to a public defense attorney in a 12-month
period.
5. Co-counsel—An additional public defense attorney assigned to a case with the on ig nally
assigned attorney(lead counsel).
6. Defense Investigator—A non-lawyergal professional who guides and executes the
defense investigation of a client's case. Defense Investigators perform substantive work
that requires full knowledge of court proceedings, court rules, and Washington State law.
A Defense Investigator's review of case evidence requires an understanding of
government investigative procedures and regulations, a familiarity with forensic
disciplines, the aptitude to stay current with advancements in technology, and an ability
to ascertain factual discrepancies. They may interview witnesses identified by the police
investigation, as well as identify, locate, and interview witnesses unknown to the State.
Defense Investigators may_gather evidence useful to the defense by recording witness
statements, conducting field investigations,photographing the crime scene, gathering
records, and taking screenshots of online materials. A Defense Investigator's preservation
of evidence is critical to trial preparations, as they can testify to lay the foundation for
that evidence, as well as explain case details and assist with impeachment of witnesses.
The use of a Defense Investigator is not limited to criminal cases. Defense Investigators
are also important professionals in Dependency—proceedings, Sexual Offender
Commitment petitions, and other proceedings that affect a client's liberty or other
constitutionally protected interest.
7. Experts—Individual persons, firms, or businesses who provide a high level of knowledge
or skill in a particular subject matter, such as DNA or crime scene analyses, and assist
public defense attorneys in providing legal representation for their client.
8. Flat Fee Agreement—A contract or informal policy agreement where a private attorney
or firm agrees to handle an unlimited number of cases for a single flat fee.
9. Fully Supported Defense Attorneys—Public defense attorneys who meet or exceed
Standards Four, Five, Six, Seven,Nine, Ten, Thirteen and Fourteen of these Standards.
10. Jurisdictions—State, county and city entities that provide public defense services.
11. Legal Assistant—A non-lawyergal professional who assists the attorney
administrative tasks. Legal Assistants often are responsible for filing pleadings generated
by the lawyerparalegal and ensuring the timely processing of mail and legal
documents to meet court mandated deadlines. They may answer phones and assist with
communications between the defense team, clients, defense experts, witnesses, and
others. Some Legal Assistants are responsible for calendaring, opening and closing case
files, updating case management systems, processing legal discovery(electronic or
otherwise), and ensuring that critical information is accurately conveyed and recorded, if
needed.
12. Lead Counsel—A lead counsel is the main lawyer in charge of a case. They are usually
the most experienced and manage any other lawyers working on the case.
13. Mitigation Specialist—A mental health professional, a social worker, or social services
provider, with specialized training or experience who ,gathers biographical, medical, and
family, history of the client to assist the lawyer, including preparing a document to inform
the court and/or prosecutor or State of factors in the client's life. Mitigation Specialists
also help clients navigate social service support and prepare for assessments.
14. Open Caseload—The number of assigned cases a public defender has that are actively
open. Open Caseload is a day-in-time snapshot of a public defender's caseload; whereas,
"Caseload" is the number of assigned cases in a year.
15. Paralegal—A non-lawyer legal professional, frequently a graduate of an ABA-approved
Paralegal Studies program, who does substantive work that requires familiarity with court
proceedings, court rules, and Washington State law. Paralegals are frequently responsible
for performing complex legal research and drafting legal documents such as subpoenas,
pleadings, and motions and creating discovery binders, preparing exhibits, coordinating
witness schedules, and assisting with organization at counsel table. Paralegals may assist
the attorney with client communication and act as a liaison with defense experts,
prosecutors, bailiffs, and jail officials. They also may track upcoming court hearings, trial
dates, and other critical timelines to help with attorney organization.
16. Per Case Agreement—A contract or informal policy agreement where a private attorney
or firm agrees to handle cases on a flat,per case amount.
17. Private Attorneys—An attorney who works in private practice who provides public
defense services whether by contract, subcontract, assignment, appointment, or other
process.
18. Private Firm—For-profit law firm that provides public defense services, whether by
contract, subcontract, assignment, appointment, or other process.
19. Public Defender—Any person working as or with a public defense attorney, firm, or
public defense agency whether an attorney, social worker, office administrator,
investigator, mitigation specialist, paralegal, legal assistant, human resources specialist,
data analyst,
20. Public Defense Administrator—Person, whether attorney or not, who is responsible
overall for the administration, management, and oversight of public defense.
21. Public Defense Agency—Government and nonprofit offices that only provide public
defense representation.
22. Public Defense Attorney—A private attorney, attorney working in a private firm, or an
attorney working in a public defense agency who is assigned to represent individuals who
are indigent or indigent and able to contribute and have a statutory or constitutional right
to court-assigned counsel.
23. Reasonable Compensation—Market rate for similar legal and expert services. Reasonable
compensation includes more than attorney wages, salary,benefits, contract payments or
hourly rate payments. Reasonable Compensation includes the cost of office overhead
(including administrative costs), sLapport staff or services, training, supervision, and other
services not separately funded.
24. Significant Portion of a Trial—Planning or participating in essential aspects of a trial
which includes, but is not limited to, motions in limine,jury selection, opening
statements, direct and cross examination, motions and objections, preparation of and
advocacy for jury instructions, and closing arguments.
25. Social Worker—A public defense professional with a master's degree in Social Work
who provides professional services to assist the attorney and to help meet the basic and
complex needs of the client. Often, this can involve enrolling in health care or other
government support services.
26. Trial Academy—An organized trial training program of at least 20 hours of sessions that
is presented by the Washington State Office of Public Defense, the Washington Defender
Association, the Washington Association of Criminal Defense Attorneys, the National
Association of Criminal Defense Lawyers, the National Institute for Trial Advocacy, the
National Association for Public Defense, the Gault Center, the National Criminal
Defense College, Gideon's Promise, or any other organization approved for CLE training
by the Washington State Bar Association. A trial academy must include defender skills
training that may encompass motion practice, opening and closing statements, objections,
preserving issues for appeal, direct and cross examination, race bias, client
communication, theory of the case,jury selection, and other topics.
27. Workload—The amount of work a public defense attorney has, including direct client
representation and work not directly attributable to the representation of a specific client,
including, for example, administration, supervision, and professional development.
Standard 1: Compensation
Standard:
I.A. Public Defense Agency Salaries and Benefits.
Emplo, e�public defense agencies shall be compensated at a rate commensurate with their
trainingand nd experience. Compensation and benefit levels shall be comparable to those of
attorneys and staff in prosecution or other opposing party offices in the area. Compensation shall
also include necessary administrative costs described in Standard Five, support services costs
described in Standard Seven, and training and nd supervision costs described in Standards Nine and
Ten.
I.B. Contract and Assigned Counsel Compensation.
Compensation for public defense attorneys in contract and assigned counsel systems shall reflect
the professional experience, time, and labor required for effective and qualitypresentation.
Compensation shall also be based on the comparable compensation and benefits associated with
prosecution or other opposing party offices in the area. Compensation shall also include
necessary administrative costs described in Standard Five, support services costs described in
Standard Seven, and trainingand nd supervision costs described in Standards Nine and Ten.
Reasonable compensation shall be provided whether the work is for full-time or part-time public
defense attorneys. Reasonable contract or assigned counsel compensation rates shall be set at
least on a pro rata basis consistent with the attorney's percentage of a full caseload(see Standard
3). For example, if a jurisdiction allocates $280,000 per year full-time equivalent(FTE)
prosecutingat torney for all costs associated with that FTE, including but not limited to combined
salary, benefits, support staff, administrative, information technology, insurance,bar dues,
training, and facilities expenses, then a contract for one-fourth of a full-time public defense
caseload should be at least$70,000.
Contracts and government budgets shall recognize the need to provide reasonable compensation
for all public defense attorneys, including but not limited to, those attorneys who are "on call,"
staff court calendars, or staff specialty or therapeutic courts.
I.C. Flat Fee and Per Case Compensation Agreements.
Attorneys shall not engage in flat fee or per case compensation contracts or agreements. These
compensation structures create an actual conflict for the public defense attorney_i
Consistent with Washington Rule of Professional Conduct 1.8(m)(1)(ii),public defense attorneys
shall not make or participate in making an agreement with a governmental entity for the delivery
of indigent defense services if the terms of the agreement obligate the contracting lawyer or law
firm to bear the cost of providinginvestigation nvestigation or expert services,unless a fair and reasonable
amount for such costs is specifically designated in the agreement in a manner that does not
adversely affect the income or compensation allocated to the lawyer, law firm, or law firm
personnel.
I.D. Additional Compensation.
Consistent with RCW 10.101.060(1)(a)(iv), contracts and policies shall provide for additional
compensation over and above the base contract amount(s) for cases that require an extraordinary
amount of time and preparation.
Situations that require additional compensation include, but are not limited to:
• Days pent in trial, if no per diem is paid
• Testimonial motion hearings
• Interpreter cases
' "Counsel should not be paid on a flat fee basis, as such payment structures reward counsel for doing as little work
as possible."ABA Ten Principles of a Public Defense DeliverySystem, Principle 2: Funding, Structure, and
Oversight, n. 6 (August 2023) (citing Wilbur v. Mt. Vernon,No. C11-1100RSL, U.S.D.C. D. Wash., at 15 (Dec. 4,
2013)(district court finding that a flat fee contract"left the defenders compensated at such a paltry level that even a
brief meeting at the outset of the representation would likely make the venture unprofitable."))
• Cases involving mental health competency and other issues (RCW 10.77)
• Cases with extensive discovery
• Cases that involve a significant number of counts, alleged victims or witnesses
• Cases requiring consultation with experts, including, for example, immigration legal
analysis and advice or DNA testing and analysis.
Attorneys should have the opportunity to submit requests for additional compensation for
extraordinary cases and the right to appeal an adverse decision to a judicial officer.
I.E. Substitute Attorney Costs.
Consistent with Washington Rule of Professional Conduct 1.8(m)(1)(i), attorneys who have a
conflict of interest shall not be required to bear the cost of the new, substituted attorneL.
Standard 2: Duties and Responsibilities of Counsel
Standard:
Jurisdictions that administer public defense services shall ensure that representation be provided
in all situations in which the right to counsel attaches, including first and bail
decisions, as well as plea negotiations.
Representation shall be prompt and delivered in a professional, skilled manner consistent with
minimum standards set forth by these Standards, the Washington State Bar Association's
Standards for Indigent Defense Services, the American Bar Association, the Washington Rules
of Professional Conduct, case law and relevant court rules and orders defining the duties of
counsel. The applicable WSBA or ABA Performance Guidelines should serve as guidance for
attorney_performance. The most fundamental responsibility of jurisdictions and public defense
attorneyspromote and protect the stated interests of public defense clients.
Standard 3: Caseload Limits and Types of Cases
Standard:
Standard ? ' 3.A. The contract or other employment agreement or government budget shall
specify the types of cases for which representation shall be provided and the maximum number
and types of cases in which each attorney shall be expected to handle provide quality
representation.
Standar4 3.13. Quality Representation.
The maximum caseload or workload of public defense attorneys shall allow each Dyer attorney
to give each client the time and effort necessary to ensure effective representation. Neither
defender-organizations, eeu-pAy offiees, eentfaet attemeys nor-assigned eetinsel Public defense
attorneys should not enter into contracts requiring caseloads or aeeept workloads that,by reason
of their excessive size, interfere with the rendering of quality representation. If the attorney
caseload or workload prevents providingquality representation,2 public defense attorneys shall
take steps to reduce their caseload, including but not limited to seeking co-counsel, reassignment
of cases, or requesting a partial or complete stop to additional case assignments or requesting
withdrawal from a case(s). If the attorney's workload is within the limits in this standard there is
a presumption that they can provide qualitypresentation. As used in this Standard, "qualitr-epr-esei4ation" is in4ended to deser-ibe the mini level of at4ei4ion, ear-e and skill that.
If a public defense agency or nonprofit's workload exceeds the Director's capacity to provide
counsel for newly assigned cases, the Director must notify courts and appointing authorities that
the provider is unavailable to accept additional assignments and must decline to accept additional
cases.3
. 3.C. Open Caseload.
The determination of an attorney's ability to accept new case assignments must include an
assessment of the impact of their open caseload on their ability provide qualitypresentation.
3.1). Fully Supported, Full-Time Public Defense Attorney
Caseload limits efle-et the maximm easeloads The maximum caseloads or workloads for
public defense attorneys assume an attorney'spublic defense work is: 1) full-time (exclusivelX
public defense) fully supported; ul time def�se #,,,., e - for cases of average
complexity and effort for in each case type specified• and 4 . C so',,ad4i *ts
reasonably evenly distributed;�er throughout the year. "Fully supported, full-time
defense attorneys" are attorneys who meet or exceed Standards Four, Five, Six, Seven,Nine,
Ten, Thirteen and Fourteen of these Standards.
z The American Bar Association's Ethics Opinion 06-441 states in part:
If workload prevents a lawyer from providing competent and diligent representation to existing clients,she
must not accept new clients.If the clients are being assigned through a court appointment system,the
lawyer should request that the court not make any new appointments. Once the lawyer is representing a
client,the lawyer must move to withdraw from representation if she cannot provide competent and diligent
representation.
Available at https://www.americanbar.org/content/dam/aba/events/le ag 1 aid_indigent_defendants/ls-sclaid-ethics-
opinion-06-441.pdf.
3 See,ABA Eight Guidelines of Public Defense Related to Excessive Workloads,Guidelines 1,4, 5, 6,7, 8(August
2009 .
easelead lifnit should be adjusted downward when the mix of ease assignments is
weighted toward offenses or-ease types that demand fner-e investigation, legal r-esear-eh an
Attemey easeleads should be assessed by the workload rv"ked, and eases and types of eases
should be weighted aeeer-dingly.
3.E. Mix of Case Types and Private Practice.
If a public defense attorney accepts appointment to if a defender-er-assigned eetmsel is
cases from more than one eategery of eases case type, thisese
standards should be applied proportionately to determine a maximum full caseload.
Attorneys should not accept more public defense cases than the percentage of time their other
work and commitments allow. hqjufisdietions . ,here assigned eounsel o „tmet a4to. eys also
maintain to law p,-aetises, The number of public defense cases or case credits easelea
should be based on the percentage of time the lawyer-devotes to available for the attorney to
represent public defense clients. Each individual or organization that contracts to perform public
defense services for a count.. or shall report to the count.. or hours billed for nonpublic
defense legal services in the previous calendar year, including number and types of private
cases.4
IF. Attorney Experience.
The experience of a particular attorney is a factor in the composition of the cases types in the
attorney's caseload, but it is not a factor in adjusting the applicable numerical caseload limits
except as follows: attorneys with less than six months of full-time public defense experience as
an attorney should not be assigned more than two-thirds of the applicable maximum numerical
caseload limit. This provision applies whether-or-not the publie defense system uses ease
weighting.
3.G. Impact of Public Defense Time Other Than Case Appointments.
Assessing an attorney's maximum caseload or workload limit must include accounting for work
in addition to new cases assigned. Time spent on vacation, sick leave, holidays, trainim
supervision, administrative duties, and court improvement work groups must also be accounted
for.
The following t"es of eases fall within the intended seepe of the easelead lifnits for-er-ifninal
and jtweniie offender-eases in standard 3.4 and must be taken into aeeettnt when asse i —
> ex4aditions, representation of material witnesses,
petitions fe
eenditional release or-final disehar-ge, and othef matters that do not involve a new er-iminal
ehafge.
4 RCW 10.101.050.
3.H. Definition of case.
A"case" is defined as th a new court filing or action that of a a,,,., men4 with the e
namesjg a person who is eligible for appointment of a public defense attorney; for example, an
adult criminal charging instrument, a juvenile court offender or BECCA petition, a dependencX
or termination of parental rights petition, a civil commitment petition, or an appeal.as defendor-r-espendei#, to whieh an a4tomey is appointed in order-to pr-ovide mpr-esei#atien. In eoui4s of
limited jufisdietion multiple eita4ions fFom the same ineidei#ean be eew#ed as one ease.
3.I Adult Criminal and Juvenile Court Offender Trial Court Cases
1. Adult Criminal and Juvenile Court Offender Cases
a. An attorney ppointed to an Adult Criminal or Juvenile Court Offender case
receives the case weight/credit or hours credit toward the attorney's annual
caseload that is listed in Standard 3.J. and in the Appendix. In multi-count cases,
the charge with the highest case category dictates the case's credit or hourly
value. If the highest charge is amended or otherwise changed to a charge that is
more serious than originally charged, the attorneys) shall receive the additional
case credit value. In the event a charge is amended to a less serious charge, the
attorney shall still be given caseload credit for the original, higher charge as of the
time the attorney was qppointed to the case.
b. A charging document filed against a client arising out of a single event or series
of events and beings prosecuted together is presumed to be one case. Determining
whether a case number is one or multiple cases is determined b. t�pervisor or
appointing agency after reviewing the charging information, amended charging
documents, or an order to sever counts.
2. Reappointment. Reappointment of the previouslyqppointed attorney to a case in which a
bench warrant was issued does not count as a new case if the warrant was issued within
the twelve months prior to the reappointment. New case credits can be awarded as
approved by a sLipervisor or appointment authority on a case-by-case basis.
3. Partial Representation. The following must be taken into account when assessing an
attorney's numerical caseload or when adjusting case credits assigned to attorney: partial
case representations (cases in which an attorney withdraws or is substituted pursuant to
CrR 3.1(e) and CrRLJ 3.1(e)), sentence or probation violations, cases in specialty or
therapeutic courts, transfers, extraditions, representations of material witnesses,pretrial
advice including"on-call" availability,petitions for conditional release or final discharge,
and other matters that do not involve a new criminal charge. Time spent by attorneys
representing multiple clients on first appearance, arraignment, or other calendaring
hearings must be accounted for in reducing the number of maximum trial cases that can
be assigned.
a. Transferred Case. When a public defense attorney'spresentation ends prior to
the entry of a final order or judgmentfor example, attorney withdrawal pursuant
to CrR 3.1(e) or CrRLJ 3.1(e), the supervisin attorney torney or qppointing authority
shall determine the case credit value to be awarded to each attorney based on the
amount of time each attorney contributes.
b. Co-Chairs. When two or more lawyers are assigned as co-chairs, the supervising
attorney or appointing authority shall determine the case credit value to be
awarded to each attorney based on the amount of time each attorney_ contributes,
including mentoring by the non-supervisor lead counsel.
c. Transferred and Co-Chaired cases frequently take more time to complete than the
average case. Additional credits may need to be applied. For the case category
Felony High-Murder and Felony High-LWOP case types, there is a presumption
that two or more lawyers will be assigned as co-chairs.
d. Court Calendar Positions.
i. Specialty or Therapeutic Courts: a criminal case resulting in admission to
a Specialty or Therapeutic Court generally should not count as a case for
the attorney coveringthe he Specialty or Therapeutic Court. The case credit
shall be applied exclusively to the originally assigned attorneys)prior to
the transfer into a Specialty or Therapeutic Court.
ii. Calendar Coverage: A criminal case appearing on a calendar where an
attorney provides partial representation with no expectation of additional
representation after the initial hearing shall not count as a case for the
attorney covering the court calendar. This partial representation can
include but is not limited to representing clients on: probable cause or first
appearance calendars; arraignment calendars; failures to appear, warrant
return, quash, and recommencement of proceedings calendars; preliminary
appointments in cases in which no charges are filed; extradition calendars;
and other matters or representations of clients that do not involve new
criminal charges.
iii. Court Calendar Attorney Time: The workload of Specialty and
Therapeutic Court attorneys and attorneysgnated, appointed, or
contracted to represent _groups of clients on a court docket, without an
expectation of further or continuing representation, shall be assessed and
subtracted from the annual, assumed 1,650 hours monitored by the
supervising attorney or appointing authority to ensure the attorney
not work more than 1,650 hours in a 12-month period.
4. Probation Violation Cases. Appointment of a public defense attorney. t�present a
person on one or more original case numbers where a probation violation(s) or show
cause order(s)has been filed is presumed to count as 1/3 credit of the Felony or
Misdemeanor Case Credit. Additional case credits can be awarded as approved by a
supervisor or appointing authority on a case-by-case basis.
3.J. Maximum Case Credit Limit for Adult Criminal and Juvenile Court Offender Cases Each
Year.
This Section shall be implemented according to the schedule in Section 3.0.
The maximum number of case credits for a fully supported, full-time public defense attorney
each calendar year is based on an assumed 1,650-hour"case-related hours" available each year.
This number represents the assumed time an attorney in Washington has available each year
devote to public defense clients' representation. It excludes annual time for leave (for example,
vacation, sick, PTO, FMLA,)holidays, CLEs and training, supervision, and other time that is not
'case-related").5
The maximum annual caseload case credits for each category of Adult Criminal and Juvenile
Court Offender cases are based on the National Public Defense Workload Study(Sgptember
2023).6
Standard 3.4 QqseloadLimits; The easeload of a full time public defense attomey or assigne
150 felonies 0a4tomeyper-year-; of
standard,3 00 misdemeanor-eases per-a4tomey per-yeaf or-, in j w4sdietions that have not adepte-
;
250 jtwenile offender-eases per-attemey per-yeaf; o
Qn 0 0il re depen ene y eases 0 tt,,,. ey; of250 eivil eommitment eases per-attemey per-year-; o
! aetive dea4h penalty trial eotR4 ease a4 a time plus a limited number-of Ron death
penalty eases eompa4ible with the time demand of the dea4h penalty ease and eonsistentwith the
36 appeals to an appellate eota4 hearing a ease on the r-eeer-d and briefs per-attemey pef
year, (The 36 standard assumes exper-ieneed appellate attofneys handling eases with tfanser-ipts
of an average length of 350 pages. if attofneys do not ha-,Ve signifiea14 appellate ex. i
5 See Nicholas M.Pace,Malia N.Brink,Cynthia G.Lee, Stephen F.Hanlon,National Public Defense Workload
Stud ,p. 99(2023)(hereinafter NPDWS).In addition,the Washington Defender Association Indigentefense
Standards(1989)states: "An accepted standard for attorneys is to work 1650 billable hours per year."
https:Hdefensenet.org/"-content/uploads/2017/12/Final-2007-WDA-Standards-with-Commentary 18.12.06.pdf
Similarly,a study for the Massachusetts Committee for Public Counsel Services determined that an appropriate
number of hours to spend directly representing clients per year is 1,662 hours,after deductingholidays,olidays,vacation
time,training,and non-case duties. Center for Court Innovation, The Committee for Public Counsel Services
Answering Gideon's Call Project(2012-DB-BX-0010)Attorney Workload Assessment 12(Oct.2014),available
at hlWs://www.publiccounsel.net/cfo/wp-content/uploads/sites/8/2014/12/Attorney-Workload-Assessment.pdf
6 NPDWS,at 85.
fedtfeed.)
that e*eeed twenty five pef:eefit Full time fule 9 ifitems who have fiet gfa"ated ff om law sehool may not have ease!
This pr-ovision applies both to systems tha4 employ ease weighting and those that do flot.
xxd the > a well as thofough eommttniea4ion with elients,
and must be eotmted as
ofie ease. This pf:ovision applies both to systems that employ ease weighting and those thm do
i3@�
spend pfepafing for- and appeafing at stteh ealendar-s. This Plies whethef of not the
pttblie defense system uses ease weighting.
The maximum annual caseload for a full-time felony attorney is 47 case credits.
Case credits for each Felony case category appointment shall be as follows (see the Appendix
for case types falling within each category_):
Felony High-LWOP:7 8
Felony High-Murder: 7
Felony High-Sex: 5
Felony High: 3
Felony Mid: 1.5
Felony Low: 1
The maximum annual caseload for a full-time misdemeanor attorney is 120 case credits.
Case credits for each Misdemeanor case category ppointment shall be as follows:
Misdemeanor High: 1.5
Felony-High LWOP does not apply to Juvenile Court Offender cases.
Misdemeanor Low: I
If a case resolves relatively_quickly,before an attorney has done significant work on the matter,
the attorney will be credited with a proportional, reduced amount of the credits initially assigned.
3.K. Other Case Types.s
Appeals: 36 appeals to an appellate court hearing a case on the record and briefs per attorney per
year. The 36 standard assumes experienced appellate attorneys handling cases with transcripts
of an average length of 350 pages. If attorneys do not have significant appellate experience
and/or the average transcript length is greater than 350 pages, the caseload should be accordingly
reduced.
Family Defense: 80 open dependency/termination of parental rights for parent and child(ren)
representation per attorney per year.
Civil Commitment: 250 Civil Commitment cases per attorney per year.
to a r4 3.5. Case Geunti .and Wig th .
Standards,weighting system, unless pufsuai#to Nwitten poli-eies and pr-eeedur-es that have been adopted an
appeii4ing them. A weighting system must:
A. r-eeognize the greater-of lesser-workload r-e"ifed for-eases eempar-ed to an average
ease based on a method that ade"ately assesses and doettments the workload involved;
B. be eonsistefA with these >
and the Ral
of Pfo f ssio l C „duetG. not institutionalize systems of pr-aetiees that fail to allow ade"ate attofney time
"ality representation-,
L-. ' . i l i lly r-eyie=ed and updaited tor-e?ieet euffei wofkloads; an
E. be filed with the State of Washington Offlee of Publie Defense.
Cases should be assessed by the workload r-e"ifed. Cases and types of eases should be weighteA
> >
workload than average eases should he weii.-O.-AM upwafds. in addition, a ease weighting syste
should eensider-faeter-s that might justify a ease weight of less than one ease.
3.L. Additional Considerations.
1. Caseload limits require a reasonably even number of case appointments each month,
based on the number of cases appointed in prior months.
2. Resolutions of cases by pleas of guilty to criminal charges on a first appearance or
arraignment docket are presumed to be rare occurrences requiring careful evaluation
s The standards under this subsection are under review. To provide guidance in the interim, the prior standards are
included only until revisions are approved.
of the evidence and the law, as well as thorough communication with clients, and
must be counted as one case.
sittia4ions where ease weighting might r-esttit in fvpf:esentations being weighted as more or-less
than ofie ease. The listing of speeifie e?iamples is fiet intended tO stiggest OF iMply that
fvpr-esentations in stteh sitttations should of:m+tst be weighted at mE)f:e or-less than Eme ease, on!),
that the),may be, if established by iely adepted ease weighting system.
A. Case Weiehtine Upwmar-ds! Ser-iotts off-efises Of eomplex eases that demand more th
ex-penditur-es of time and fesoiffees should be weighted upwards and eetmted as filefe than one
ease.
weighting might jtistif�,r-epr-esentations being weighted less than Eme ease. Howevef:, eaf:e must.
should be weighted at ., full
and r-eeommeneement of pfoeeedings, pr-eliminafy appointments in eases in whieh no ehar-ges are
deeket).
ii. Cases in the efiminal of:offender- ease t)Te that do not ifivolve filifig of fiew er-iminal
eemplex sentenee vielations should be weighted as a4 least 1,13 of a ease.
of thefa-petttie eour-t. However-, ease weighting must r-eeognize that numer-ous hear-illg&--,�
and in ma stieh eases may wafium alloeation of fiAl ease weight or-more-.
eentinttanee, of other-altefaa4ive nonefiminal disposition that does not involve a finding of guilt.
Stteh eases should be weighted as at least 1,13 of a ease.
3.M. Full-Time Rule 9 Interns.
Rule 9 interns who have not graduated from law school may not have caseloads or workloads
that exceed twenty-five percent (25%) of the maximum limits established for full-time attorneys.
IN. Attorneys in Jurisdictions that Do Not Follow Case Credit System in Standard 3.J.
Attorneys in jurisdictions that do not use the case credit system in Standard 3.J shall be
employed by, contract with, or be appointed by the local government entity responsible for those
functions only, i�jurisdiction has adopted and published a numerical caseload or workload
maximum that is consistent with the caseload and workload limits set in Standard 3.J. Such a
caseload or workload maximum must:
a) Recognize the greater or lesser workload required for cases compared to an average
based on a method that adequately assesses and documents the workload involved;
b) Be consistent with these Standards, professional performance guidelines, and the Rules of
Professional Conduct;
c) Not institutionalize systems or practices that fail to allow adequate attorney time for
competent and diligent representation;
d) Be periodically reviewed and updated to reflect current workloads; and be filed with the
State of Washington Office of Public Defense.
3.0. Implementation of Standards.
Standard 3 shall be implemented in phases and shall go into effect on July 2, 2025. The revisions
to these Standards for Indigent Defense shall be implemented on the following schedule:
Until July 2, 2025, the caseload standards as adopted in the pre-existing Standards for Indigent
Defense shall apply: The caseload of a full-time public defense attorney or assigned counsel shall
not exceed the following:
150 Felonies per attorney per year;
300 Misdemeanor cases per attorney per year or, in jurisdictions that have not adopted a
numerical case weighting system as described in this Standard, 400 cases per year;
250 Juvenile Offender cases per attorney per year.
Phase 1:
Beginning July 2, 2025, within the twelve months following, each full-time felony attorney
be assigned cases constituting no more than 110 felony case credits and each full-time
misdemeanor attorney shall be assigned cases constituting no more than 280 misdemeanor case
credits.
Phase 2:
Beginning July 2, 2026, within the twelve months following, each full-time felony attorney
be assigned cases constituting no more than 90 felony case credits and each full-time
misdemeanor attorney shall be assigned cases constituting no more than 225 misdemeanor case
credits.
Phase 3:
Beginning uly 2, 2027, and for any twelve-month period following, each full-time felony
attorney shall be assigned cases constituting no more than 47 felony case credits and each full-
time misdemeanor attorney shall be assigned cases constituting no more than 120 misdemeanor
case credits.
Related Standards
ABA STANDARDS FOR C TA 41N n T TT TC'TT(''T.'• PROSECUTION FUNCTION AND
DEFENSE FUNCTION Defense Ftmetion std. 4 1.2 (3d ed. 1993)
ABA STANDARDS FOR rn I am n r rr rc TIG , PROVIDING TIDING DEFENSE SERVICES
std. 5 4.3 (3dTed. 2)
AM. BAR n n c c'Rr G TID r N c FOR THE APPOINTMENT TENT AND nun>~nn M n Am. Gotmeil of Chief Rrr >
OF DEFENSE COUNSEL IN DEAT14 PENALTY CASES (r-ev. ed. 2W-3-)
Obliga4ions of Lawyers Who Repr-esent indigent Gr-iminal Defendants When Exees
Gaseloads ifiter-fef:e With Competent and Diligent Repf:esentation)
> ,
200-7}
TASK FORGE ON COURTS, nr N T'r ADVISORY C;ON4 4'N ON CRIMINAL
STANDARDS ATDARDS Q. GOALS,C COURTS std. 13.12 (1 9 73)
A40TlET (`(ITIT.' OF nnOFT RESPONSIBILITY ITy DR 6 10
ABA House of Delega4es, The Tea Pr-ineiples of a Publie Defense Delivef:y System
2002")
ABA House of Delegates, Sta-nda-r-ds of Pr-aetiee for-La-wyer-s Who Represent Childfeft iff
Nat'! Legal Aid & Defender-Ass'n, Am. Gotineil of Chief Defendefs, Ethieal Opinion 03
01 (2003).
Nat'! Legal Aid c Defender-Ass'n, Standards for-De fefidef:Se ices std. Al 1 (1 976)
Nat'! Legal Aid & Defender-Ass'n, Model Gontr-aet for-Publie Defense Sefviees (200G)
indigent Defense Sen,s. Task > >
Wash. State Offiee of Pub. Defense, Parents Representation Program Standafds e
Representation (2009)
BUREAU OF 7r DIGI n r ASSISTANCE, U.S.c DEP'T- OF rr STIGE INDIGENT
DEFENSE $$ NO. 4, KEEPING DEFENDER 3ATOR r nnDc MANAGEABLE i200 17
(Nc;j 185622)
Standard 4: Responsibility of Expert Witnesses
Standard:
4.A. Expert Witnesses
Jurisdictions that administer public defense services shall provide reasonable compensation for
expert witnesses necessary for preparation and presentation of the case. Expert witness costs
should be maintained and allocated from funds separate from those provided for attorneygal
representation.
Jurisdictions shall adopt and publish procedures to confidentially receive, review, and grant
requests for expert witness services. In jurisdictions where attorneys are required to request
approval for expert witnesses or other necessary services from the court, such motions shall be ex
parte and include a motion to seal. The public defense attorney should be free to retain the expert
of their choosing and shall not be required to select experts from a list pre-approved by either the
jurisdiction, the court, or the prosecution.
4.B. Mitigation Specialists, Social Workers
Mitigation specialists and social workers shall be made readily available to public defense
attornetoprovide support, such as release plans, treatment services, housing, health care, and
to develop dispositional and sentencing alternatives.
In public defense agencies, by 3, 2028, a minimum of one full-time mitigation specialist or
social worker shall be provided for every three full-time attorneys. Public defense agencies shall
make meaningful progress towards this ratio prior to July 3, 2028.9 Attorneypresentin
clients in post-adjudication phases may require different resources. Public defense agencies that
do not employ a sufficient number of mitigation specialists or social workers to meet this ratio
9 Support staff necessary for effective representation"includes one supervisor for every ten attorneys;one
investigator for every three attorneys;one social service caseworker for every three attorneys;one paralegal for
every four felony attorneys;and one secretary for every four felony attorneys."Bureau of Justice Assistance,United
States Department of Justice's Keepingefender Workloads Manageable, 10(2001),available at
hgps://www.ncirs.goy/pdffilesl/bia/185632.pdf. See also,National Association for Public Defense Policy
Statement on Public Defense Staffing(May 2020),available at https://publicdefenders.us/resources/polio
statement-on-statement-on-public-defense-staffing/.
shall enter into contracts with additional mitigation specialists or social workers to provide the
same resource level.
Temporary reductions in agency staff because of illness, disability, or reasonable delay in filling
vacancies do not constitute failure to comply with this standard. Attorneys rgpresenting clients in
post-adjudication phases may require different resources.
Public defense attorneys under contract or in assigned counsel systems should have access to
mitigation specialists and social workers, consistent with 4.A.
4.C. Mental Health Professionals for Evaluations
Each public defense agency or attorney shall have access to mental health professionals to
perform mental health evaluations.
4.1). Interpreters and Translators
All individuals providing publicdefense services (attorneys, investigators, experts, support staff,
etc.) shall have access to qualified interpreters to facilitate communication with Deaf and
hearing-impaired individuals, and persons with limited English proficiency. Similarly, all public
defense providers shall have access to translators to translate vital documents and resources from
English to the client's primary lang_uage.110
4.E. Cost of Expert Services
Consistent with Washington Rule of Professional Conduct (RPC, 1.8(m)(1)(ii), attorneys shall
not be required to bear the costs of expert services.
Standard 5: Administrative Costs
Standard r
Standard s
S.A. Administrative Services Necessary for Law Offices
Jurisdictions shall provide funding for Gent-r-aets for-publie defense serviees should provide fe
or-inelude administrative costs associated with providing legal representation. These costs shett!
include.,but are not limited to,travel; telephones; law library, including electronic legal research;
electronic document filing, financial accounting; case management systems; legal syste
databases and programs; computers and software; equipment; office space and supplies; interne
services; training; ; and other
costs necessarily incurred for public defense representation and necessary to comply with the
requirements imposed by these Standards in the day to day management E)f the eentfae
10 See,RPC 1.4"Communication."
Providing for these costs is necessary for all public defense structures, including agencL
contract, and assigned counsel systems.
Administrative costs for contract and assigned counsel services shall be included in
compensation rates and agreements.
S.B. Law Offices Must Accommodate Confidential, Prompt, and Consistent Client
Communication
All P- up blic defense attorneys shall have(0 access to an office that accommodates confidential
meetings with clients and receipt of mail, and(2) apostal address, an adequate telephone and
electronic services to ensure prompt response to client contact. Public defense attorney
clients must have prompt and consistent access to interpreter services
Standard 6: Investigators
Standard:
6.A. Access to Investigation Services
Public defense representation must include access to investigation services. Public defense-led
investigation is necessary for representing clients for purposes of verifymg facts, identifyi and
questioning witnesses, and testing the evidence presented b. the opposing
6.B. Investigation for Public Defense Agencies
In public defense agencies, by 3, 2028, a minimum of one full-time investigator shall be
employed for every three full-time trial court level (adult and/or juvenile) attorneys.11 Public
defense agencies shall make meaningful progress towards this ratio prior to July 3, 2028. Public
defense agencies that do not employ a sufficient number of investigators to meet this ratio shall
enter into contracts with additional investigators to provide the stated resource level. TemporarX
reductions in agency staff because of illness, disability, or reasonable delay in filling vacancies
do not constitute failure to comply with this standard. Attorneyspresenting clients in post-
adjudication phases may require different investigation resources.
6.C. Investigation for Contract and Assigned Counsel
When public defense attorneys work under contracts or assigned counsel systems,jurisdictions
must ensure that they have the same level of access to investigators as described in 6.13. Local
jurisdictions shall adopt and publish confidential procedures to receive, review, and grant
"National Association of Public Defense Policy Statement on Public Defense Staffing(Maw): "Until empirical
studies are further able to determine the number of staff necessary to support the lawyer,public defense systems,at a
minimum, should provide, one investigator for every three lawyers, one mental health professional, often a social
worker,for every three lawyers,and one supervisor for every 10 litigators.Additionally,there should be one paralegal
and one administrative assistant for every 4 lamyers."
requests for investigation services. In jurisdictions where attorneys are required to request court
approval for investigative services, such motions shall be ex parte, consistent with the
requirements of Washington Rule of Professional Conduct 1.8(m)(1)(ii) and court rules.
6.D. Investigation for Pro Se Litigants
All jurisdictions should make conflict free investigation services available to indigent defendants
or respondents who are representing themselves in all cases in which the court has approved
waiver of their right to court-appointed counsel.
6.E. Cost of Investigation Services
Consistent with Washington Rule of Professional Conduct 1.8(m)(1)(ii), attorneys shall not be
required to bear the costs of investigation services.
f�Resei=�,ed]
Standard 7: Support Services
Standard:
7.A. Support Services Necessary for Legal Defense
In addition to the necessary resources described in Standards Four, Five, and Six, public defense
attorneys shall have adequate legal and administrative support. Legal and administrative support
services include, but are not limited to, administrative assistants, legal assistants, paralegals,
human resources, finance, reception services, and IT and data management administrators. These
professionals are essential for effective legal defense and an operational law office. Jurisdictions
shall ensure all public defense attorneys have access to needed support services as provided in
this Standard and as required by Washington Rule of Professional Conduct 1.4 to ensure
attorney/client communication.
7.B. Providingfor or Support Services in Contract and Assigned Counsel Compensation
The support services described in 7.A. are required for all public defense attorneys, regardless of
their employment, contract or assigned counsel status. Contract and assigned counsel attorneys
shall receive compensation at levels that ensure these non-attorney support services are provided.
7.C. Necessary Legal Assistants/Paralegals Ratio
In public defense agencies, by 3, 2028, a minimum of one full-time legal assistant or
paralegal shall be employed for every four full-time attorneys. Public defense agencies shall
make meaningful progress towards this ratio prior to July 3, 2028.
Public defense agencies that do not employ a sufficient number of legal assistants or paralegals
to meet this ratio should enter into contracts with qualified professionals to provide the same
resource level or request authorization of such services ex parte or administrativelL.
Temporary reductions in agency staff because of illness, disability, or reasonable delay in filling
vacancies do not constitute failure to comply with this standard. Attorneypresenting clients in
post-adjudication phases may require different resources.
Standard 8: Reports of Attorney Activity
Standard:
Jurisdictions shall require all public defense attorneys use a case-reporting and mana eg ment
information system that includes the number and types of assigned cases, attorney hours and case
dispositions. Data from these systems should be routinely reported to public defense
administrators in a manner in which confidential, secret and otherwise non-public information
and secrets are not disclosed. Consistent with Standard Eleven,public defense administrators
should review these reports on a regular basis to monitor compliance with these Standards.
For attorneys under contract, payment should be made monthly, or at times agreed to by the
parties, without regard to the number of cases closed in the period.
Standard 9: Training
Standard:
9.A. Annual Training
All public defense attorneys shall participate in regular training, including a minimum of seven
hours of continuing legal education annually in areas relating to their public defense practice.
Training should include relevant topics includingtraining aining specific to certain case types as
required in Standard Fourteen, the types of cases assigned(for example, criminal, dependency,
appellate), racial and ethnic disparities, elimination of bias, mental illnesses, improved and
effective communication with clients, forensic sciences, and other topics that impact legal
representation. Every public defense attorney should attend training that fosters trial or appellate
advocacy skills and review professional publications and other media.
9.B. Onboarding and Training of New and Current Attorneys
Public defense agencies and contracted private law firms should develop their own practices and
procedures to onboard and train new attorneys. Offices should develop written materials (e.g.
manuals, checklists, hyperlinked resources) to inform new attorneys of local rules and
procedures of the courts in their jurisdiction.
In offices of more than seven attorneys, an orientation and training_program for new attorneys
and legal interns should be held to inform them of office procedures and policies. All attorneys
should be required to attend regular in-house training programs on developments in their legal
representation areas.
9.0 Continuing Education for Public Defense Non-Attorney
Funding for trainingfor or all public defense non-attorneys must be provided. A fully supported
public defense attorney is one whose staff and expert service providers receive educational
opportunities and up-to-date trainings to ensure they can meet their profession's best practices.
This may include attendance at national conferences and regular access to online trainin sg such
as those offered by the Washington State Office of Public Defense, Washington Defender
Association, the National Association for Public Defense, the National Legal Aid and Defender
Association, the National Alliance of Sentencing Advocates and Mitigation Specialists, the
National Defense Investigator Association, the National Federation of Paralegal Associations,
and the National Association for Legal Support Professionals.
Standard 10: Supervision
Standard:
In public defense agencies and contracted private law firms, a minimum of one full-time
supervisor should be employed for every ten full-time public defense attorneys or one half-time
supervisor for ever f�public defense attorneys. Full-time supervisors should not carry
caseloads, but supervisors may act as co-counsel in a limited number of cases to provide
mentoring and training experience for their supervisees. Part-time supervisors should limit their
caseloads on a pro-rata basis. Supervisors should have training in personnel management and
supervision. Supervisors should be qualified under Standard 14 for the practice area(s)the. are
supervising_
Standard 11: Monitoring and Evaluation of Attorneys
Standard:
All jurisdictions shall provide a mechanism for systematic monitoring of public defense
attorneys and their caseloads and ensure timely review and evaluation of public defense services.
Monitoring and evaluation should include, but not be limited to, review of reports submitted per
Standard Eight, review of time and caseload assignments, in-court observations, periodic
conferences, verification of attorney coMpliance with Standard Nine training requirements,
verification of compliance with Certifications of Compliance with these Standards, and
management of client complaints, consistent with Standard Fifteen.
Attorneys should be evaluated on their skill and effectiveness as advocates, includingt heir
communication with clients.
Standard 12: Substitution of Counsel
Standard:
12.A. Availability at No Cost to Attorney.
Consistent with Standard LE, alternate or conflict public defense attorneys shall be available for
substitution in conflict situations at no cost to the attorney declaring the conflict.
12.B. Subcontracting.
Public defense contracts and assigned counsel policies should prohibit counsel from
subcontracting with another firm or attorney to provide representation, absent approval of the
public defense administrator.
12.C. Attorney Names.
In contract and assigned counsel systems, the public defense administrator should receive the
names and experience levels of those attorneys who will be and actually are providingthe he legal
representation, to ensure the attorneys meet the minimum qualifications required by Standard 14.
12.1). Continuing Representation and Client Files.
Public defense contracts and assigned counsel policies shall address the procedures for
continuing representation of clients upon the conclusion of the contract or case assignment.
Went.
Public defense contracts and assigned counsel policies shall include which attorney or firm or
public defense office is responsible for maintaining client files confidentially when a contract
terminates or case assignment ends.12
Standard 13: Limitations on Private Practice
Standard:
Private attorneys who provide public defense representation shall set limits on the amount of
privately retained work which can be accepted. These limits shall be based on the percentage of a
full-time caseload which the public defense cases represent.
Standard 14: Qualifications of Attorneys
Standard:
Standard 14.A. Minimum Qualifications for All Public Defense Attorneys
12 See,WSBA Guide to Best Practices for Client File Retention and Management at:
hgps://www.wsba.org/docs/default-source/resources-services/practice-management-(IomapLguide-to-best-practices-
for-client-file-retention-and-mana e�pdf?sfvrsn=306a3df1_10.
In order- To assiffe ensure that persons entitled to legal representation by public defense
attorneys indigent aeettsed people receive the effective assistance of counsel
eenstittitionally entitled,public defense attorneys providing defense servie shall meet the
following minimum professional qualifications:
Al. Be admitted to practice law in Washington Satisfy the minimumo e s �r
B2. Be familiar with the statutes, court rules, constitutional provisions, and case law relevant
to their practice area; and
Q. Be familiar with the Washington Rules of Professional Conduct; and
D4. Be familiar with the Performance Guidelines for Criminal Defense Representation
approved by the Washington State Bar Association; when representing youth, be familiar with
the Performance Guidelines for Juvenile Defense Representation approved by the Washington
State Bar Association; and when representing respondents in civil commitment proceedings,be
familiar with the Performance Guidelines for Attorneys Representing Respondents in Civil
Commitment Proceedings approved by the Washington State Bar Association; when representing
respondents in dependency proceedings,be familiar with Dependency(parent/child)
performance guidelines referenced in 14.C.2,below;
1 5. Be familiar with the eensequenees of a eenvietion o adju ieatio„ ineludifig p s;�,'o
immigration eonsequenees and the possibility of eivil eemmitmel#pr-eeeedings based on -a
er-iminal eenv etie processes to seek interlocutory relief; and
F6. Be familiar with mental health issues and be able to identify the need to obtain expe
services the Washington State Guidelines for Appointed Counsel in Indigent Appeals; and
G7. Attorneyspresenting adults in criminal cases or children and youth in Juvenile Court
cases must be familiar with the consequences of a conviction or adjudication, including but not
limited to, the requirement to register as a sex offender,possible immigration consequences and
the possibility of civil commitment proceedings based on a criminal conviction and possible
impacts in future criminal proceedings;
8. Be familiar with the impact of systemic bias and racism and racial disproportionalily in
the legal system;
9. Be familiar with mental health and substance use issues and be able to identify_ the need
to obtain expert services related to the case and for the client;
10. Attorneyspresenting children and youth in Juvenile Court cases must have knowledge,
training, experience, and the ability to communicate effectively with children and youth, and be
familiar with the Juvenile Justice Act;
11. Attorneyspresenting children and youth in dependency cases must have knowledge,
training, experience and the ability to communicate effectively with children and youth; and
12. Complete seven hours of continuing legal education within each calendar year in courses
relating to their public defense practice.
14.B. Additional Information Regarding_Qualifications Overall
1. An attorney previously qualifiedfor a category of case under earlier versions of these
Standards or Washington Supreme Court Emergency Orders remains qualified.
2. Attorneys working toward qualification for a particular category of cases may associate
as co-counsel with a lead counsel who is qualified under these Standards for that category
of case.13 Co-counseling is encouraged.
3. These qualifications standards require trial experience for most categories of cases—
either as lead counsel, or co-counsel, and for handling a significant portion of a trial. A
"significant portion of a trial"means planning or participating in essential aspects of a
trial which includes, but is not limited to, motions in limine,jury selection, opening
statements, direct and cross examination, motions and objections, preparation of and
advocacy for jury instructions, and closing arguments.
4. Each attorney should be accompanied at their first trial by a sLipervisor or a more
experienced attorney, if available. If a supervisor or more experienced attorney is no
available to accompany the attorney at their first trial, the attorney,before their first trial,
must consult about the case with a more experienced attorney in their office or an outside
more experienced attorney such as Washington Defender Association resource attorneys.
5. Each attorney must have sufficient resources, including support staff and access to
professional assistance, to ensure effective legal representation and regular availability to
clients and others involved with the attorne'spublic defense work.
6. These qualifications standards apply to the highest case category or charge at any time in
the life of the case; for example, in criminal cases, any time from first appearance or
arraignment through sentencing and post-trial motions.
7. Attorneyspting appointment in the various categories of cases designated in
Standard Three shall have the qualifications listed below, in addition to those in 14.A.1-
14.A.12.
8. Experience as an Admissions and Practice Rule (APR) 6 or 9legal intern cannot be used
to meet the experience requirements for these qualifications.
14.C. Attorneys' Q ualifications by Category/Type of Case and Representation Type (Trial or
Appellate)
1. Overview of Adult Criminal and Juvenile Court Cases—Trial Level
13 Attorneys should keep records of cases in which the attorney served as co-counsel,trials,and attendance at trial
academies.
a. These qualifications are based on the following categories of cases:
• Misdemeanor-Low and Misdemeanor Probation Revocation Hearings
• Misdemeanor-High
• Felony-Mid and Low
• Felony Sex Cases
• Felony High-Other
• Felony High-Life Without Parole (LWOP) Sentence and Murder
• Felony Re-Sentencing, Probation Violation or Revocation, and Reference
Hearings
b. To determine the qualifications standard that applies to a specific offense, the
assigning iing authority should refer to the Appendix to these Standards that maps the
RCW statutes to the above categories.
i. If the legislature designates a felony offense as Class A that is, as of January
1, 2024, in a lower case category, the case category should be presumed to
be a Felony-High Other until this standard in Appendix lists it otherwise.
ii. If the legislature, after January 1, 2024, changes an offense from a
misdemeanor or gross misdemeanor to a felony, that case category should
be presumed to be a Felony-Mid and Low until this standard in Appendix
lists it otherwise.
iii. If the legislature, after January 1, 2024, creates a new misdemeanor or gross
misdemeanor, that case should be presumed to be a Misdemeanor-High until
this standard in Appendix lists it otherwise.
c. Until such time as the above case categories are adopted as part of CrR 3.1, CrRLJ
3.1, and JuCr 9.2, the attorney_qualifications set out below are largely comparable
to case seriousness levels found in the Revised Code of Washington. Attorneys
representing clients charged with Life Without Parole (LWOP) cases or in murder
or manslaughter cases shall meet the qualifications listed below in Standard 14.C.2.
Similarly, Felony-High categories apply to attorneypresenting clients in Class A
Adult Felony Cases and Adult Sex Offense Cases. The qualifications set out below
for the Felony-Mid category apply to attorneys representing clients in Class B Adult
Felony Cases and Class B Adult Violent Cases and the qualifications set out below
for the Felony-Low category apply to attorneys representing clients in Adult Felony
Class C Cases. The qualifications listed below for Felony Re-Sentencing and
Revocation and Reference Hearings apply to attorneys representing clients in
Felony Probation Revocation cases. The qualifications listed below for DUI-Low
category apply to attorneys representing clients in misdemeanor DUI cases. The
qualifications listed below for Adult Misdemeanor-Low cases apply to attorneys
representing clients in all other adult misdemeanor cases.
A. Death Penalty Reor-es-enta4ion. Eaeh a4tofney aeting as lead eotinsel in a er-iminal ease
in whieh the dea4h penalty has been or-may be deefeed and whieh the deeision to seek the dea4h
penalty has fiet yet been made shall meet the following f:eqttif:emefits-.
i. The •1� tf Ftl, Se do l ,l
"�iirr€�ellrr.Tc 6rcrriirvcccrvsr—ain�
ii. At least five yeafs' efiminal trial
iii. Have pr-iA- ---e. as lead eottasel in no fewer-than nine jtir-),trials of sefious a-Ed
iv. Have sen,ed as lead of ee eounsel in at least one aggfa�vated homieide ease; a-Rd
persistent offender-eases; an
N4. Have eompleted at least ofie death penalty defense seminaf:withifl the PfeViOtts t
),eaf:s; and
AttoFneys Nvor-king toNN,aFd qualifieation foF a pai4iettlar eategery of eases tinder this standard may assoeiate with
14
lead.. sol who: qualified raor this standaFd foF that,..,to..,,.-..of eases
r-esponsibility for appoifitifig eounsel for-tfial.The Supreme Goui4 shall appoifi4 eetinsel for-the dir-eet appeal.
appeal.A list of attemeys wlio meet the re"iremews ofpr-ofieieney and eiper-ienee, and who have demonstr-ated
in death penalty trials and for-appeals will be r-eet-aited and maintained by a patiel ereated by the
m4.All eotinsel for-tfial and appeal must have demonstfated the pr-ofieiefiey and eami:nitmen4 to "ality
n whieh is appFopFiate to a eapital ease.Both eounsel at trial must have five yeaFs'expeFienee in the
pr�etiee ofer-iminal law(and)be familiar with and experieneed in the utilization of exper-t witnesses and' At least two lawyeFs shall be appointed foF the tFial and also foF the diFeet appeal.The tFial eotiFt shall F
needed.The defense team in a dea4h penalty ease should inelttde, at a mininittm, the two atteffieys
psyehologists, and other- expei4s and s"peft pefsennel should be added as
B. Adult Felony Cases Glass A. Eaeh attemey r- i defendant aeettsed of a-
Glass A felony as defined in RPAI 9A.20.020 shall meet the following
4. Either--.
b. has sef-,4ed two years as a publie > ,
iii. Has been trial eounsel alone or-with other- eounsel and handled a signifleant poi7tion o
the trial in thf:ee felony eases that have been s4mitted to a jw-),.
G. Adult Felony Gases Glass B Violent Off-ense. Eaeh attomey fepfesentifig a defenda
aeettsed of a Glass B violeiit offense as defined in RGAI 9A.20.020 shall meet the foil
i. The is t f f4 c o do i a
req�er�ex�Je 6rcrriirvcccrvsr-c`�in�
iizEither-;
> ;
iii. Has been trial eotnisel alone or-with othef eotnisel and handled a signifieant poi4ion o
the trial in two C felony eases that ha-ve been s4mittete y.
D. Adult Se* Offense Cases. Eaeh attomey f:e-pf:esefitifig a elient in an adult se* offense
ease shall meet the foil . effiefits.:
i. The mini its sot f f4h i co do i and Seel o 2(r). an
ii. Has been eotnisel alone of feeofd in an adult of juvenile sex offense ease or- shall be
supefvised by or-eonsttit with an attomey who has ex-per-ienee r-e-pr-esenting juveniles or-adults in.
sex offense
Either,:
a. h, sen,edEme yeafpr-oseetit
iii. Has been trial eounsel alone or-with othef tfial eounsel and handled a signifieftfit,
poftion of the trial in t-wo er-iminal eases that hm�e been s4mitted to a jtfr-y; a-Rd
iv. Eaeh attomey shall b- — -d at his of:her-first felon),trial by a sttpen,isor-i
available.
F. Per-s ste t nff, def (Life Without Possibility f Dole se4 Repr-esent do Eaehl
will r-estilt in a mandatofy sentenee of life in pr-ison Without Pftfole Shall fileet the foil
i. The miflio its sot f f4h i Se do i.-�6
uave t least:
a. fotir- ears' er-iminal trial e*pef:iefiee; and
b. ofie year-'s e�Epenefiee-as-a felonydefense attomey; and
'—F.......e as lead eottnsel in at least one Class A felony trial; and
ae?Eper-iefieeeottfisel ; eases involving eaeh of the f ll,,.,.;pg
1. Mental ealth issues; --d
2. Sexual offenses, if the ettffent offense or-a pfiof eonvietion that is one of the pfed
eases r-esttiting in the possibility of life in pfison without pafole is a sex off-ense; an-,
G. Awenile Cases C;IassA. Eaehattome),r-epr-esefitifigajtiN,efiileaeettsedofaC;lassA
felony shall meet the foil i - . . effiefits.:
Either--.
the Washington sta4e baf asseeiation endorsed standafds for-publie defense ser-viees or-pat4ieipate in at least one ease
eonstiltation per-ease with offiee of publie defense resetiree attemeys whe are so qttalified.The most serious eases
that stattite mmst FeqttiFe"attoFneys who handle the most seFiotis eases to meet speeified qttalifieations as set for-th in
m. Has been tfi-al eotifisel lene of f eeofd i five Class B-and C f€lon)tfials;-a-Ed
available.
Glass B of Czelon), shall meet the following f:e. i
the
a. h, sen,edone yeafpfoseetit
e4+d
wvailable.
offense ease shall root the f ll,,w iPg
ii. Has been eounsel alone of feeofd in an adult of juvenile sex offense ease of shall be
supefvised by of eonsttit with an attomey who has expefienee f epfesenting juveniles of adults int.
sex offense
shall meet the followin
the
a€€exse uses;of
fileet the following r-equireffiefits.:
i. The mini irementr6,^-s ocrtlified in do 1 .7
@6an-r-c3ind
iii. Attorneys in dependeney matters shottid be familiar-with expert sen,iees an-,
ii. Attorneys haridling termination hearings shall ha�ve six months' deperidefley
training, experienee, >
or have par-tieipate
in at least one eonsttitation per ease either with a state Offiee of Publie Defense r-esouree attofn&y
or other attorney"alified tmdef this seetion.
M. Givil Commitment Cases. Eaeh attorney representing a respondent shall meet th-e
following r-equireftlentsit
i. The t� do 1 .7
"e�uireii�erhr.Te @6avn-r-c`�in�
ii. Eaeh staff attorney shall be aeeompariied at his of her first 90 or- 190 day eommitment
iii. Shall not represent a respondent in a 90 of: 180 day eommitmerit hearing tifiless he-of
she 1,.,s e tl,e .
a. served one year as a pfoseetitor; o
b. served one year as a p4lie defender; or one year in a private eivil eoftifilitfilert
praetiee, apA
e.been trial eottasel in fi=Peel it eo mitment-initical hearings;N. Sex Offender -f�inlz
iv. Shall not represent a respondent in a jury trial tmiess he of she has eondtteted a felo"
jffl=y trial as lead eounsel; of been eo eounsel with a more experieneed attorney in a 90 or 180 da
e0flifilitfilent hearing.
"Predator-"
Commitment Cases. Generally, there should be P'N,o eotifl
on eaeh se* offender eommitment ease. The lead eottasel shall meet the follwN4flg
L7. .,t least:
agree years' erimifial t experieneeaand
b. One year's experienee as a felony defense attorney of one year's expef.'
efiminal appeals attorney; an
E E*periefiee as lead 6ettfisel in at least ofie felony trial;-and-
1.Mental health issue and
2. Sexual offenses; and
e. Familiar-it),with the !'iyi D„les; .,n
f-. One yeaf of appellate of demonstfated legal v�Titing ability.
0. Contempt of Gouq Cases. Eaeh attomey fepfesenting a fespondent shall meet the
with a state Offiee of Pttblie Defense f:esottfee attomey of:othef:attome),qttalified in this area of
pfaetiee
health > dndg divefsion eotu4,
homelessness eoui4) shall meet the following fe"iffeffiefits.:
i. The mini . ments set fofthriirvcccrvsr-and
> felony, > >
and
iii. Be familiar-with mental health and sttbsta-nee abttse issttes and tfeatment altemativ
2. Adult Criminal Trial Court Cases
a. Misdemeanor Low and Misdemeanor Probation Hearings—Each attorney
representing a person accused of Misdemeanor Low cases or Misdemeanor
Probation Hearings shall meet the requirements as outlined in Section 14.A.
b. Misdemeanor High Cases Each lead counsel representing a person accused of:
i. A misdemeanor domestic yiolence17 offense shall meet the requirements
in Section 14.A and have attended a defense training or CLE on domestic
violence representation.
ii. A gross misdemeanor drug offense shall meet the requirements in Section
14.A and have attended a defense training or CLE on drug offenses.
iii. A misdemeanor sex offense" shall meet the requirements in Section 14.A;
and
1. Has served one year as a criminal defense attorney or prosecutor;
2. Has been trial counsel alone or with other trial counsel and
conducted a significant portion of either:
a. Two criminal cases in which the prosecution has rested, at
least one of which was presented to a jury, or
b. One criminal trial in which the prosecution has rested and
has completed a trial training academL
3. Has attended a CLE on sex offenses includingtraining ainin about
bout
collateral consequences of sex offense convictions and child
hearsay.
iv. Each lead counsel representing a person accused of a misdemeanor DUI
offense shall meet the requirements in Section 14.A and has completed a
CLE within the past two years on the topic of DUI defense representation.
c. Felony Mid and Felony Low Cases—Each lead counsel shall meet the following
requirements:
i. The minimum requirements set forth in Section 14.A;
ii. Has served one year as a criminal defense attorney or one year as a
prosecutor; and
iii. Has been trial counsel alone or with other trial counsel and conducted a
significant portion of either:
1. Two criminal trials in which the prosecution rested, or
2. One criminal trial in which the prosecution has rested and has
completed a trial training academy.
17 Listed in RCW 9.41.040(2)(a)(i)(B-D)or RCW 10.99.020(4).
18 Includes a violation of RCW 9.68A.090(Communicating with a Child for Immoral Purposes),9A.44.063 (Sexual
Misconduct with a Minor in the Second Degree),or an attempt,solicitation,or conspiracy to commit a Class C felony
that requires sex offender registration upon conviction pursuant to RCW 9A.44.140.
iv. Each attorney shall be accompanied at their first felony trial by an attorney
who is qualified for this or higher case categories.
d. Felony Sex Cases—Each lead counsel shall meet the following requirements:
i. The minimum requirements set forth in Section 14.A;
ii. Has served two years as either a criminal defense attorney or prosecutor;
iii. Has been trial counsel alone or with other trial counsel and handled a
significant portion of the trial in three felony cases in which the state has
rested, at least one of which was submitted to a jury; and
iv. Has attended a CLE on sex offenses, includingtraining aining about collateral
consequences of sex offense convictions and child hearsay.
Failure to Register as a Sex Offender cases are in the Felony-Mid and Low Category.
e. Felony High—Other Cases—Each lead counsel shall meet the following
requirements:
i. The minimum requirements set forth in Section 14.A;
ii. Has served two years as either a criminal defense attorney or prosecutor;
and
iii. Has been trial counsel alone or with other trial counsel and handled a
significant portion of the trial in three felony cases in which the state has
rested, at least one of which was submitted to a jury.
f. Felony High—Life Without Parole and Murder Cases—Each lead counsel
shall meet the following requirements:
i. The minimum requirements set forth in Section 14.A;
ii. At least three years' experience in adult felony cases, including at least
two years as a defense attorney representing peoplein adult felony cases;
iii. Has been lead counsel or co-counsel in four adult felony trials in which
the state has rested, at least one of which was submitted to a jury and at
least one of which was a Felony-High case; and
iv. Has completed a defense training or CLE on mitigation and challenging
prior convictions.
g_ Felony Resentencing, Revocation, or Reference Hearing—Each lead counsel
shall meet the following requirements:
i. The minimum requirements set forth in Section 14.A; and
ii. Be qualified to represent the client in a Felony-Mid and Low case.
h. Felony Material Witness Representation—Each attorney representing a
material witness shall be qualified to represent a client in Felony-Mid and Felony-
Low cases, unless there is reason to believe the witness has legal exposure for a
more serious felony offense to be charged, in which case lead counsel shall be
qualified to represent a person accused of that more serious offense.
i. Specialty Courts—Each attorneypresenting a client in a specialty court (e.g_
mental health court, drug court, veterans court, homelessness court,juvenile
therapeutic court, community court, and family. t�peutic court) shall meet the
following requirements:
i. The minimum requirements set forth in Section 14.A;
ii. Be familiar with mental health and substance use issues, housing,
treatment alternatives, and when representing veterans, resources available
for veterans.
3. Juvenile Trial Court Cases—The qualification requirements below apply to
representation of respondents in Juvenile Court.
a. Misdemeanor Low and Misdemeanor Probation Hearings—Each attorney
representing the accused in Misdemeanor-Low case or Misdemeanor Probation
Hearings shall meet the requirements as outlined in Section 14.A.
b. Misdemeanor High Cases—Each lead counsel representing a person accused of:
i. A misdemeanor domestic violence19 offense shall meet the requirements
in Section 14.A and have attended a defense training or CLE on domestic
violence representation.
ii. A gross misdemeanor drug offense shall meet the requirements in Section
14.A and have attended a defense training or CLE on drug offenses.
iii. A misdemeanor sex offense20 shall meet the requirements in Section 14.A;
and
1. Has served one year as a criminal defense attorney or prosecutor;
2. Has been trial counsel alone or with other trial counsel and
conducted a significant portion of either:
a. Two criminal cases in which the prosecution has rested, at
least one of which was presented to a judge for verdict, or
19 Listed in RCW 9.41.040(2)(a)(i)(B-D)or RCW 10.99.020(4)
20 Includes a violation of RCW 9.68A.090(Communicating with a Child for Immoral Purposes),9A.44.063 (Sexual
Misconduct with a Minor in the Second Degree),or an attempt,solicitation,or conspiracy to commit a Class C felony
that requires sex offender registration upon conviction pursuant to RCW 9A.44.140.
b. The significant portion of one criminal trial in which the
prosecution has rested and has completed a trial training
academy;
3. Has attended a CLE on sex offenses including trainingabout
bout
collateral consequences of sex offense adjudications and child
hearsay.
c. Felony Mid and Felony Low Cases—Each lead counsel shall meet the following
requirements:
i. Meet the requirements set forth in Section 14.A;
ii. Has served one year as a criminal defense attorney or one year as a
prosecutor; and
iii. Has been trial counsel alone or with other trial counsel and conducted a
significant portion of either:
1. Two criminal trials in which the prosecution rested; or
2. One criminal trial in which the prosecution has rested and has
completed a trial training academy.
iv. Each attorney shall be accompanied at their first felony trial by an attorney
who is qualified for this or higher case categories.
d. Felony Sex Cases—Each lead counsel shall meet the following requirements:
i. The minimum requirements set forth in Section 14.A;
ii. Has served two years as either a criminal defense attorney or prosecutor;
iii. Has been trial counsel alone or with other trial counsel and handled a
significant portion of the trial in three felony cases in which the state has
rested; and
iv. Has attended a CLE on sex offenses, includingtraining aining about collateral
consequences of sex offense convictions and child hearsay.
Failure to Register as a Sex Offender cases are in the Felony Mid and Low
CategoDL
e. Felony High—Other Cases—Each lead counsel shall meet the following
requirements:
i. The minimum requirements set forth in Section 14.A;
ii. Has served two years as either a criminal defense attorney or prosecutor;
and
iii. Has been trial counsel alone or with other trial counsel and handled a
significant portion of the trial in three felony cases in which the state has
rested, at least one of which was submitted to a judge or jury for verdict.
f. Felony High—Murder Cases—Each lead counsel shall meet the following
requirements:
i. The minimum requirements set forth in Section 14.A;
ii. At least three years' experience in adult felony cases, including at least
two years as a defense attorney representing personsin adult felony cases;
and
iii. Has been lead counsel or co-counsel in four adult felony trials in which
the state has rested, at least one of which was submitted to a judge for
verdict and at least one of which was a Felony-High case.
g_ Felony Resentencing, Revocation, or Reference Hearing—Each lead counsel
shall meet the following requirements:
i. The minimum requirements set forth in Section 14.A; and
ii. Is qualified to represent the client in a Felony-Mid and Low case.
h. Specialty Courts—Each attorney representing a client in a specialty court (e.g.,
mental health court, drug court, veterans court, homelessness court,juvenile
therapeutic court, community court, and family. t�peutic court) shall meet the
following requirements:
i. The minimum requirements set forth in Section 14.A;
ii. Be familiar with mental health and substance use issues, housing,
treatment alternatives, and when representing veterans, resources available
for veterans.
i. Juvenile Court Status Offense Cases - Each lead counsel representing a client in
a Child in Need of Services (CHINS), At-Risk Youth(ARY.), Truancy, or other
status offense case shall meet the following requirements:
i. The minimum requirements set forth in Section 14.A; and
ii. Either:
1. Have represented youth in at least two similar cases under the
supervision or consultation with an attorney_qualified under this
case type, or
2. Completed at least three hours of CLE training specific to Juvenile
Status Offense Cases.
4. Civil Cases—Trial Court Cases
a. Representing Children and Youth in Dependency Cases—Attorneys
representing children and youth in dependency matters should be familiar with
expert services and treatment resources available in dependency cases. Each lead
counsel representing children and youth in a dependency matter shall meet the
following requirements:
i. Meet the minimum requirements set forth in Section 14.A and the
requirements for trainingand nd experience in the Representation of Children
and Youth in Dependencv Cases Practice, Caseload and Training
Standards, Washington Supreme Court Commission on Children in Foster
Care, at the Request of the Legislature (Rev. Sept. 2022)21.
ii. Have knowledge, training, experience, and ability in communicating
effectively with children, or have participated in at least one consultation
per case either with a state Office of Civil Legal Aid resource attorney
other attorney qualified under this section; and
iii. Attorneypresenting children and youth in termination of parental rights
cases shall have six months' dependency experience or have significant
experience in conducting complex litigation.
IL. Representing Parents in Dependency Cases—Attorneys representing parents in
dependency matters should be familiar with expert services and treatment
resources available in dependency cases. Each lead counsel representing children
and youth in a dependency matter shall meet the following requirements:
i. Meet the minimum requirements as outlined in Section 14.A;
ii. Be familiar with the American Bar Association Standards of Practice for
Attorneys Representing Parents in Abuse and Neglect Cases and the
Family Justice Initiative Attributes; and
iii. Attorneys representing parents in termination of parental rights cases shall
have either six months' dependency experience or significant experience
in handling complex litigation.
c. Civil Commitment Cases (RCW 71.05)—Each lead counsel representing a
respondent shall meet the following requirements:
i. The minimum requirements set forth in Section 14.A;
ii. Each lead counsel in a 90- or 180-day commitment hearing shall have
prepared and conducted at least five 14-day hearings;
zi Available at:https://www.courts.wa.gov/subsite/CommFC/docs/revised%20practice%20standards%20for%20rep
esentation%20of%20children%20and%20youth%20in%20dependency%20case s.pdf
iii. Each lead counsel shall be accompanied at counsel's first 90- or 180-daX
commitment hearing by a sLipervisor or consult with a qualified attorneX
before the hearing;
iv. Each lead counsel in a civil commitment trial shall have conducted at least
two contested 14-day hearings as lead counsel or been co-counsel with a
more experienced attorney in two 90- or 180-day contested commitment
hearings.
v. Have a basic knowledge of the classification of mental disorders, as
described in the most recent Diagnostic and Statistical Manual of Mental
Disorders ("DSM")ZZ and other resources, and the ability to read and
understand medical terminology related to mental disorders and treatment
of persons with a mental illness, substance use disorder, co-occurring
disorders, and chemical dependency. Counsel shall have ready access to
the most recent DSM, as well as research resources for related medical
conditions. Counsel should also have basic knowledge and understanding
of common personality disorders and medical conditions that may produce
similar s3mptoms. Counsel shall be familiar with the classes of medication
prescribed to treat mental disorders and chemical dependency and the
possible effect of those medications on the client's ability_ to interact with
counsel and to participate in court proceedings. Counsel should be familiar
with treatment facilities, both in-patient and out-patient, that provide
services to persons with mental illness, including the scope of those
services. Counsel should be familiar with local facilities and state
hospitals that may be remote from where the client lives. Counsel should
be familiar with the limitations on available treatment and transportation
obstacles associated with such facilities.
d. Representing Clients Acquitted by Reason of Insanity(RCW 10.77)—Each
attorneypresenting persons who are acquitted by reason of insanity in post-
commitment proceedings shall meet the following requirements:
i. The minimum requirements set forth in Section 14.A;
ii. Have at least three years' experience of either criminal trial experience,
dependency experience, or civil commitment proceedings under RCW
71.05; and
iii. Has a basic knowledge of the classification of mental disorders, as
described in the most recent Diagnostic and Statistical Manual of Mental
22 Counsel shall be familiar with the diagnostic manual in use by mental health professionals at the time of sentencing
and the time of any hearing.
Disorders ("DSM") and other resources, related to the treatment of
persons with a mental illness and substance use;2' and
iv. Each counsel representing personsin this category shall meet qualification
requirements established by the Washington State Office of Public
Defense for this type of representation.
e. Sex Offender Commitment Cases (RCW 71.09)—There should be two
attorneys on each sex offender commitment case. The lead counsel shall meet the
following requirements:
i. The minimum requirements set forth in Section 14.A;
ii. At least three years' criminal trial experience;
iii. One year perience as a felony trial defense or criminal appeals attorney;
iv. One year of appellate experience or demonstrated legal writingability;
bility;
v. Has been lead defense counsel in at least one felony trial; and
vi. Has experience as defense counsel in cases involving each of the
following:
1. Mental health issues;
2. Sexual offenses;
3. Expert witnesses; and
4. Familiarity with the Civil Rules.
vii. Other counsel working on a sex offender commitment case should meet
the minimum requirements in Section 14.A and have either one year's
experience as a public defender or significant experience in the
preparation of criminal cases, including legal research and writing and
training in trial advocac.
f. Contempt of Court Cases (Child Support Enforcement)—Each lead counsel
representing a respondent in a contempt of court case shall meet the following
requirements:
i. The minimum requirements set forth in Section 14.A;
ii. Each lead counsel shall be accompanied by a sLipervisor or more
experienced attorney at his or her first contempt of court hearing and at his
or her first two contested contempt of court hearings and participate in at
21 Counsel shall be familiar with the diagnostic manual in use by mental health professionals.
least one consultation per case for their first five non-contested hearings
with a WDA resource attorney or another attorney qualified in this area of
practice; and
iii. Be familiar with the Rules of Civil Procedure.
appeal to the Washington S"r-eme Goiii4 or-to the Washington Goeft of Appeals shall meet the
following r-equir-eftlentsit
A. The mini meats as E)crtlined in S@Etio" 1; an
B. Either--.
i. has filed a brief with the Washington Supr-eme Goiii4 or-any Washington GotH4 0
Appeals in a4 least one er-iminal ease within the-past t-wo yea-Fs; o
jtwisdietions, at least one year-as an appellate eotir-t of:fedef:al eE)ttr-t elefk, e*tensive tf:ial level
i.,,.frog other eempar-able work.
G. Attomeys with pr-ima-Fy r-esponsibility for-handling a dea4h penalty appeal shall have a4
least five yea-Fs' er-iminal exper-ienee, preferably ineittding at least one homieide tfial and at lea4
six appeals from felony eonvietions, and meet the r-equir-ements of SPR
in either- er-iminal appeals, er-imifial motions pf:aetiee, e*tensive tf:ial level bfiefing, elefkifig fEw afl-
5. Appellate Cases
a. Adult Criminal and Juvenile Court Representation in Appellate Courts
Other Than Superior Court RALJ Appeals—Each lead counsel in an appellate
matter before the Court of Appeals or Supreme Court shall meet the following
requirements:
i. The minimum requirements set forth in Section 14.A;
ii. Has filed six appellate briefs as counsel for a party in the Washington
Supreme Court or Court of Appeals, or appellate courts of other
jurisdictions, including at least five criminal, dependency(RCW 13.34),
civil commitment(RCW 71.05) or sex offender commitment(RCW
71.09) cases; or participated in consultation with a qualified attorney in
each case until this requirement is satisfied; and
iii. Each lead counsel representing a client on meal in a Felony High
Murder, Felony High LWOP, Felony High, or Sex Offender Commitment
case shall:
1. Meet the requirements of Standard 14.C.5.a.ii; and
2. Has filed 15 appellate briefs in criminal cases as counsel for a
party in the Washington Supreme Court or Court of Appeals, or
appellate courts of other jurisdictions, or shall participate in
consultation with a qualified attorney in each case until this
requirement is satisfied.
IL. Dependency Representation in Appellate Courts -Each lead counsel shall meet
the following requirements:
i. The minimum requirements set forth in Section 14.A;
ii. The requirements in Standard 14.C.5.a.ii; and
iii. Be familiar with the American Bar Association Standards of Practice for
Attorneys Representing Parents in Abuse and Neglect Cases and the
Family Justice Initiative Attributes.
c. RAU Misdemeanor Appeals and Writs to Superior Court - Each lead counsel
representing a client in an appellate matter to Superior Court from a court of
limited jurisdiction shall meet the following requirements:
i. The minimum requirements set forth in Section 14.A; and
ii. Either:
1. Has clerked for an appellate court judgeor
2. Has represented clients in at least three substantive testimonial
motion hearings or trials; or
3. Has the assistance of a more experienced attorneinpreparing and
arguing the RALJ appeal.
Standard 14.4. T egal T tern
A. Legal intems must meet the r-equir-ements set out in APR 9-.
be held.
6. Legal Interns - Legal interns who appear in court shall:
a. Meet the requirements set out in Section 14.A;
b. Meet the requirements set out in APR 9;
c. Receive trainingand nd supervision pursuant to APR 9; and
d. Complete an orientation and training program for legal interns.
Standard 15: Disposition of Client Complaints
Standard.
15.A. Jurisdictions that administer public defense services shall provide a process for receiving,
investigating and promptly responding to client complaints. Complaints should first be directed
to the assigned attorney, firm, or agency that is providing or provided representation.
15.B. Public defense agencies and contractors with multi-attorney private firms shall include
investigation and disposition of client complaints in their supervisory services.
15.C. The complaining client should be informed as to the disposition of their complaint in a
timely manner.
Standard 16: Cause for Termination of Defender Services and Removal of Attorney
Standard:
Contracts for public defense services shall include the grounds for termination of the contract bX
the parties. Termination of a public defense attorney private firm's contract unilaterally b
the jurisdiction should only be for good cause. Termination for good cause shall include,but not
be limited to, the failure of a contract attorney or firm to provide effective or quality
representation to clients; the willful disregard of the rights and best interests of the client; and the
willful disregard of these Standards and the WSBA Standards for Indigent Defense Services.
Removal by the court of an appointed attorney from representation normally should not occur
over the objection of the attorney and the client.
Standard 17: Non-Discrimination
Standard:
Public defense contracts and assigned counsel policies shall include language prohibiting
discrimination by the jurisdiction, contractor, contractor's attorneys, or assigned counsel on the
grounds of race, ethnicity, religion, national origin, language, age, marital status, gender identity,
sexual orientation, or disability. The public defense administrator and all public defense
attorneys and support staff shall comply with all federal, state, and local non-discrimination
requirements.
Standard 18: Guidelines for Awarding Defense Contracts
Standard:
Recruitment for public defense contracts and assigned counsel lists should include efforts to
achieve a diverse public defense workforce.
Attorneys or firms applying for contracts or placement on assigned counsel lists must
demonstrate their ability to meet these Standards for Indigent Defense and the WSBA Standards
for Indigent Defense Services. Their contracts must comply with Washington Rule of
Professional Conduct 1.8(m).
The count.. or should award contracts for public defense services and select attorney
assigned counsel lists only after determining that the applicant has demonstrated professional
Qualifications consistent with both these Standards and the Supreme Court Standards for Indigent__
Defense. Under no circumstances should a contract be awarded on the basis of cost alone.
Judges,judicial staff, city attorneys, county prosecutors, and law enforcement officers shall not
select the attorneys who will be included in a contract or an assigned counsel list.
Standard 19: Independence and Oversight of Public Defense Services24
Standard:
Public defense providers should not be restrained from independently advocating for the
resources and reforms necessary provide defense related services for all clients. This includes
efforts to foster system improvements, efficiencies, access to justice, and equity in the legal
system.
Judges and judicial staff shall not manage and oversee public defense offices,public defense
contracts, or assigned counsel lists. Judges and judicial staff in superior courts and courts of
limited jurisdiction shall not select public defense administrators or the attorney. s�provide
public defense services.
" See Principle 1 of the ABA Ten Principles of a Public Defense Delivery System and Commentary(August 2023),
including the recommendation a nonpartisan commission or advisory board oversee the public defense function,thus
safeguarding against undue political pressure while also promoting efficiency and accountability, f�publicly funded
service.
Attorneys with public defense experience insulated from judicial and political influence should
manage and oversee public defense services.
The terms "manage" and"oversee"include: drafting, awarding, renewing, and terminating
public defense contracts; adding attorneys or removing them from assigned counsel lists;
developing case weighting_policies; monitoring attorney caseload limits and case-level
qualifications; monitoring Quality; monitoring cgompliance with contracts, policies,procedures,
and standards; and recommending compensation.
The agencies, organizations, and administrators responsible for managing and overseeing public
defense services shall apply these Standards, the WSBA Standards for Indigent Defense
Services, and the WSBA Performance Guidelines in their management and oversight duties.
Jurisdictions unable to employ attorneys with public defense experience to manage and oversee
public defense services shall consult with established city, county, or state public defense offices,
or engage experienced public defense providers as consultants regarding_ management and
oversight duties.
CERTIFICATION OF COMPLIANCE
For criminal and juvenile offender cases, and civil commitment proceedings under
chapter 71.05 RCW, a signed Certification of Compliance with Applicable Standards must be
filed by an appointed attorney by separate written certification on a quarterly basis in each court
in which the attorney has been appointed as counsel.
The certification must be in substantially the following form:
SEPARATE CERTIFICATION FORM
Court of Washington [ ] No.:
for [ ] Administrative Filing
State of Washington ,
Plaintiff
VS. CERTIFICATION OF APPOINTED
COUNSEL OF COMPLIANCE WITH
STANDARDS REQUIRED BY
Defendant CrR 3.1 /CrRLJ 3.1 /JuCR 9.2
The undersigned attorney hereby certifies:
1. I am familiar with the Standards for Indigent Defense adopted by the Supreme Court
which apply to attorneys appointed to represent indigent clients.
2. I file certification forms in each court in which I provide indigent defense representation.
3. Approximately % of my total practice time is devoted to indigent defense cases.
Approximately % of my total practice time is devoted to indigent defense cases in
this court.
4. I am appointed in other courts to provide indigent defense representation. My practice
time in each is approximately as follows: Not Applicable
Court: %of total practice:
Court: %of total practice:
Court: %of total practice:
5. Caseload: I limit the number of cases and mix of case types to the caseload limits
required by Standards 3.2, 3.3, and 24 3.13—3.N. My caseload is prorated to the
percentage of my practice devoted to indigent defense.
6. Qualifications: I meet the minimum basic professional qualifications in Standards 44.4
14.A and 14.13. 1 am familiar with the specific case qualifications in Standard 44-.2 14.0
and accept appointment as lead counsel only when I meet the qualifications for that case.
7. Office: I have access to an office that accommodates confidential meetings, receipt of
mail a postal ddfe- -, and adequate telephone and communication services as required
by Standards-5-.2 5.A and 5.B.
8. Investigators: I have investigators available to me and use investigative services as
appropriate, as required by Standards 64 6.A- 6.0 and 6.E.
Signature,WSBA# Date
APPENDIX
Crimes Categorized by Public Defense Case Category
All unlisted misdemeanors are Misdemeanor Low
PD Misdemeanor Case Seriousness Case CRIMES INCLUDED WITHIN EACH
Category Level Value SERIOUSNESS LEVEL —Aim
Misdemeanor-High GM 1.5 Aiming or discharging a firearm
(RCW 9.41.230)
Animal cruelty in the second degree committed
Misdemeanor-High GM 1.5 under RCW 16.52.2070)
Misdemeanor-High GM 1.5 Assault 4(RCW 9A.36.041(3))
Misdemeanor-High GM 1.5 Attempt, Solicitation, or Conspiracy of a Class
C Felony((RCW 9A.28.020-040))
Communication with a Minor for Immoral
Misdemeanor-High GM 1.5 purposes(RCW 9.68A.090)
Misdemeanor-High GM 1.5 Driving While Under the Influence
(RCW 46.61.502(6))
Misdemeanor-High GM 1.5 H&R Attended(RCW 46.52.020)
Misdemeanor-High GM 1_5 Harassment(RCW 9A.46.020(1-2))
Misdemeanor-High GM 1.5
Indecent Exposure to Person Under Age 14 (first
offense) (RCW 9A.88.010)
Physical Control of a Vehicle While Under the
Misdemeanor-High GM 1_5 Influence (RCW 46.61.504(6))
Possession of a Controlled Substance(RCW
Misdemeanor-High GM 1.5 69.50.4013)
Misdemeanor-High GM 1.5 Reckless Driving RCW 46.61.150
Misdemeanor-High GM 1.5 Sexual Misconduct with a Minor2
(RCW 9A.44.096)
Misdemeanor-High GM 1.5 Stalking(RCW 9A.46.110(1-5))
Telephone Harassment(subsequent conviction
Misdemeanor-High GM 1_5 or threat of death) (RCW 9.61.230(1))
Misdemeanor-High GM 1.5 Unlawful carrying or handling of a firearm
(RCW 9.41.270)
Misdemeanor-High GM 1.5 Vehicle Prowling 2 (first or second offense)
(RCW 9A.52.100(1-2)
Misdemeanor-High GM 1.5 Violation of Anti-Harassment Protection Order
(RCW 7.105.450)
Misdemeanor-High GM/M 1.5 Domestic Violence Offense listed in RCW
10.99.020(4)or RCW 9.41.040(2)(a)(i)(B-D)
Municipal Crimes shall be the same case
category as the equivalent State crime.When
GM/M 1.5 there is no State crime, a Municipal Gross
Misdemeanor is Misdemeanor-High and a
Simple Misdemeanor is a Misdemeanor-Felony
-Low
Misdemeanor-Low 1 Attempt, Solicitation, or Conspiracy to Commit
a Gross Misdemeanor(RCW 9A.28.020-040)
Misdemeanor-High 1 Minor Driving After Alcohol(RCW 46.61.503)
Misdemeanor-High 1 Negligent Driving 1 RCW 46.61.5249
All unlisted felonies are Felony Low
PD Felony Seriousness Case CRIMES INCLUDED WITHIN EACH SERIOUSNESS
CategorX Level Value LEVEL
Felony-Low 1 1 Attempting to Elude a Pursuing Police Vehicle
(RCW 46.61.024)
Felony-Low I 1 1 False Verification for Welfare(RCW 74.08.055)
Felony-Low I 1 1 Forgery RCW 9A.60.020)
Felony-Low 1 1 Fraudulent Creation or Revocation of a Mental Health Advance
Directive(RCW 9A.60.060)
Felony-Low I 1 1 Malicious Mischief 2 (RCW 9A.48.080)
Felony-Low I 1 1 Mineral Trespass(RCW 78.44.330)
Felony-Low I 1 1 Possession of Stolen Property 2 (RCW 9A.56.160)
Felony-Low I 1 1 Reckless Burning 1 (RCW 9A.48.040)
Felony-Low 1 1 Spotlighting Big Game 1 (RCW 77.15.450(3)(b))
Felony-Low 1 1 Suspension of Department Privileges 1 (RCW 77.15.670(3)(b))
Felony-Low 1 1 Taking Motor Vehicle Without Permission 2 (RCW 9A.56.075)
Felony-Low 1 1 Theft 2 (RCW 9A.56.040)
Felony-Low 1 1 Theft from a Vulnerable Adult 2 (RCW 9A.56.400(2))
Theft of Rental, Leased,Lease-purchased, or Loaned Property
Felony-Low 1 1 (valued at$750 or more but less than$5,000)
(RCW 9A.56.096(5)(b))
Felony-Low 1 1 Transaction of insurance business beyond the scope of licensure
(RCW 48.17.063)
Felony-Low 1 Unlawful Fish and Shellfish Catch Accounting
(RCW 77.15.630(3 (L
Felony-Low I 1 Unlawful Issuance of Checks or Drafts(RCW 9A.56.060)
Felony-Low 1 Unlawful Possession of a Personal Identification Device
(RCW 9A.56.320)
Felony-Low 1 Unlawful Possession of Fictitious Identification
(RCW 9A.56.320)
Felony-Low 1 Unlawful Possession of Instruments of Financial Fraud
(RCW 9A.56.320)
Felony-Low I 1 Unlawful Possession of Payment Instruments
(RCW 9A.56.320)
Felony-Low 1 Unlawful Production of Payment Instruments
(RCW 9A.56.320)
Felony-Low 1 1 Unlawful Releasing, Planting, Possessing, or Placing
Deleterious Exotic Wildlife(RCW 77.15.250(2)(b))
Felony-Low 1 1 Unlawful Trafficking in Food Stamps (RCW 9.91.142)
Felony-Low 1 1 Unlawful Use of Food Stamps (RCW 9.91.144)
Felony-Low 1 1 Unlawful Use of Net to Take Fish 1 (RCW 77.15.580(3)(
Felony-Low 1 1 Vehicle Prowl 1 (RCW 9A.52.095)
Felony-Low 1 Violating Commercial Fishing Area or Time 1
(RCW 77.15.550(3)(
Commercial Fishing Without a License 1
Felony-Low 2 1 (RCW 77.15.500(3)(
Felony-Low 2 1 Computer Trespass 1 (RCW 9A.90.040)
Felony-Low 2 1 Counterfeiting(RCW 9.16.035(3))
Felony-Low 2 1 Electronic Data Service Interference(RCW 9A.90.060)
Felony-Low 2 1 Electronic Data Tampering l (RCW 9A.90.080)
Felony-Low 2 1 Electronic Data Theft(RCW 9A.90.100)
Felony-Low 2 1 Engaging in Fish Dealing Activity Unlicensed 1
49 (RCW 77.15.620(3))
Felony-Low 2 1 Escape from Community Custody(RCW 72.09.310)
Failure to Register as a Sex Offender(first, second, or
Felony-Low _ I subsequent offense)(RCW 9A.44.130 prior to June 10,2010,
and RCW 9A.44.132)
Failure to Register as a Sex Offender(second or subsequent
Felony-Low 2 1 offense) (RCW 9A.44.130 prior to June 10,2010,and
RCW 9A.44.132)
Felony-Low I 2 1 Health Care False Claims(RCW 48.80.030)
Felony-Low 2 1 Identity Theft 2 (RCW 9.35.020(3))
Felony-Low 2 1 Improperly Obtaining Financial Information(RCW 9.35.010)
Felony-Low 2 1 Malicious Mischief 1 (RCW 9A.48.070)
Felony-Low I 2 1 Organized Retail Theft 2 (RCW 9A.56.350(3))
Felony-Low I 2 1 Possession of a Stolen Vehicle(RCW 9A.56.068)
Felony-Low I 2 1 Possession of Stolen Property I (RCW 9A.56.150)
Felony-Low I 2 1 Retail Theft with Special Circumstances 2 (RCW 9A.56.360(3))
Felony-Low 2 1 Scrap Processing, Recycling or Supplying Without a License
(second or subsequent offense) (RCW 19.290.100)
Felony-Low I 1 Theft 1 (RCW 9A.56.030)
Felony-Low I 1 Theft of a Motor Vehicle (RCW 9A.56.065)
Felony-Low 2 1 Theft of Rental, Leased,Lease-purchased, or Loaned Property
(valued at$5,000 or more) (RCW 9A.56.096(5)(a))
Felony-Low I 2 1 Theft with the Intent to Resell 2 (RCW 9A.56.340(3))
Felony-Low I 1 Trafficking in Insurance Claims(RCW 48.30A.015)
Felony-Low 1 Unlawful factoring of a credit card or payment card transaction
(RCW 9A.56.290(4)(a))
Felony-Low 2 1 Unlawful Participation of Non-Indians in Indian Fishery
(RCW 77.15.570(2))
Felony-Low I 2 1 Unlawful Practice of Law(RCW 2.48.180)
Felony-Low I 2 1 Unlawful Purchase or Use of a License(RCW 77.15.650(3)(b))
Felony-Low 2 1 Unlawful Trafficking in Fish, Shellfish, or Wildlife 2
(RCW 77.15.260(3
Felony-Low 2 1 Unlicensed Practice of a Profession or Business
(RCW 18.130.190(7))
Felony-Low 3 1 Animal Cruelty 1 (Sexual Conduct or Contact)
(RCW 16.52.205(3))
Felony-Low 3 1 Assault 3 (Except Assault 3 of a Peace Officer With a Projectile
Stun Gun) (RCW 9A.36.031 except subsection(1)(h))
Felony-Low I 1 Assault of a Child 3 (RCW 9A.36.140)
Felony-Low 1 Bail Jumping with class B or C (RCW 9A.76.170(3)(c))
Felony-Low 3 1 Burglary 2 (RCW 9A.52.030)
Felony-Low 3 1 Communication with a Minor for Immoral Purposes
(RCW 9.68A.090)
Felony-Low 3 1 Criminal Gang Intimidation(RCW 9A.46.120)
Felony-Low 3 1 Custodial Assault(RCW 9A.36.100)
Felony-Low 3 1 Cyber Harassment(RCW 9A.90.120(2)(b))
Felony-Low 3 1 Escape 2 (RCW 9A.76.120)
Felony-Low 3 1 Extortion 2(RCW 9A.56.130)
Felony-Low 3 1 False Reporting 2 (RCW 9A.84.040(2)(b))
Felony-Low 3 1 Harassment(RCW 9A.46.020)
Felony-Low 3 1 Hazing(RCW 28B.10.901(2)(b))
Felony-Low 3 1 Intimidating a Public Servant(RCW 9A.76.180)
Felony-Low 3 1 Introducing Contraband 2 (RCW 9A.76.150)
Felony-Low 3 1 Malicious Injury to Railroad Propert(RCW 81.60.070)
Felony-Low 3 1 Manufacture of Untraceable Firearm with Intent to Sell
(RCW 9.41.190)
Felony-Low 1 Manufacture or Assembly of an Undetectable Firearm or
Untraceable Firearm(RCW 9.41.325)
Felony-Low 1 Mortgage Fraud(RCW 19.144.080)
Felony-Low 3 1 Negligently Causing Substantial Bodily Harm By Use of a
Signal Preemption Device(RCW 46.37.674)
Felony-Low 3 1 Organized Retail Theft 1 (RCW 9A.56.350(2))
Felony-Low 3 1 Perjury 2 (RCW 9A.72.030)
Felony-Low 3 1 Possession of Incendiary Device(RCW 9.40.120)
Felony-Low 3 1 Possession of Machine Gun, Bump-Fire Stock,Undetectable
— — Firearm, or Short-Barreled Shotgun or Rifle(RCW 9.41.190)
Felony-Low 3 1 Retail Theft with Special Circumstances 1 (RCW 9A.56.360(2))
Felony-Low 3 1 Securities Act violation(RCW 21.20.400)
Felony-Low 3 1 Tampering with a Witness(RCW 9A.72.120)
Felony-Low 3 1 Telephone Harassment(subsequent conviction or threat of
death)(RCW 9.61.230(2))
Felony-Low 3 1 Theft of Livestock 2 (RCW 9A.56.083)
Felony-Low 3 1 Theft with the Intent to Resell 1 (RCW 9A.56.340(2))
Felony-Low 3 1 Trafficking in Stolen Property 2 (RCW 9A.82.055)
Felony-Low 3 1 Unlawful Hunting of Big Game 1 (RCW 77.15.410(3)(b))
Felony-Low 3 1 Unlawful Imprisonment(RCW 9A.40.040)
Felony-Low 3 1 Unlawful Misbranding of Fish or Shellfish 1
(RCW 77.140.060(3))
Felony-Low 1 Unlawful possession of firearm in the second degree
(RCW 9.41.040(2))
Felony-Low 1 Unlawful Taking of Endangered Fish or Wildlife 1
(RCW 77.15.120(3)(b))
Felony-Low 1 Unlawful Trafficking in Fish, Shellfish, or Wildlife 1
(RCW 77.15.260(3)(b))
Felony-Low 3 1 Unlawful Use of a Nondesignated Vessel(RCW 77.15.530(4))
Felony-Low 3 1 Vehicular Assault,by the operation or driving of a vehicle with
disregard for the safety of others(RCW 46.61.522)
Felony-Low 4 1 Driving While Under the Influence(3 or more offenses)
(RCW 46.61.502(6))
Felony-Low I 4 1 Influencing Outcome of Sporting Event(RCW 9A.82.070)
Felony-Low 4 1 Physical Control of a Vehicle While Under the Influence (three
— or more offenses)(RCW 46.61.504(6))
Felony-Low I 4 1 Theft of Livestock 1 (RCW 9A.56.080)
Felony-Low I 4 1 Threats to Bomb (RCW 9.61.160)
Felony-Low I 4 1 Trafficking in Stolen Property 1 (RCW 9A.82.050)
Felony-Low 4 1 Unlawful factoring of a credit card or payment card transaction
(RCW 9A.56.290(4)(b))
Felony-Low 4 1 Unlawful transaction of health coverage as a health care service
contractor(RCW 48.44.016(3))
Felony-Low 4 1 Unlawful transaction of health coverage as a health
maintenance organization(RCW 48.46.033(3))
Felony-Low 4 1 Unlawful transaction of insurance business
(RCW 48.15.023(3))
Felony-Low 4 1 Unlicensed practice as an insurance professional
(RCW 48.17.063(2))
Felony-Low 4 1 Use of Proceeds of Criminal Profiteering(RCW 9A.82.080(1)
and 2
Felony-Low 4 1 Vehicle Prowling 2 (third or subsequent offense)
(RCW 9A.52.100(3))
Felony-Low 5 l Abandonment of Dependent Person 2 (RCW 9A.42.070)
Felony-Low 5 1 Advancing money or property for extortionate extension of
credit(RCW 9A.82.030)
Felony-Low 5 1 Air bag diagnosticystems (RCW 46.37.660(2)(c))
Felony-Low I 5 1 Air bag replacement requirements (RCW 46.37.660(1
Felony-Low 5 1 Bail Jumping with class A(RCW 9A.76.170(3)(b11
Felony-Low 5 1 Extortionate Extension of Credit(RCW 9A.82.020)
Felony-Low 5 1 Extortionate Means to Collect Extensions of Credit
(RCW 9A.82.040)
Felony-Low 5 1 Manufacture or import counterfeit,nonfunctional, damaged, or
previously deployed air bag(RCW 46.37.650(1
Felony-Low I 5 1 Perjury 1 (RCW 9A.72.020)
Felony-Low I 5 1 Possession of a Stolen Firearm(RCW 9A.56.310)
Felony-Low I 5 1 Rendering Criminal Assistance 1 (RCW 9A.76.070)
Felony-Low 5 1 Sell,install, or reinstall counterfeit,nonfunctional, damaged, or
previously deployed airbag(RCW 46.37.650(2
Felony-Low 6 1 Bail Jumping with Murder 1 (RCW 9A.76.170(3
Felony-Low 6 l Bribery RCW 9A.68.010)
Felony-Low 6 1 Intimidating a Judge (RCW 9A.72.160)
Felony-Low I 6 1 Intimidating a Juror/Witness(RCW 9A.72.110, 9A.72.130)
Felony-Low 6 1 Malicious placement of an imitation device 2
(RCW 70.74.272(1)(b))
Felony-Low 6 1 Theft from a Vulnerable Adult 1 (RCW 9A.56.400(1))
Felony-Low 6 1 Theft of a Firearm(RCW 9A.56.300�
Felony-Low 6 1 Unlawful Storage of Ammonia(RCW 69.55.020)
Felony-Low 1 Air bag diagnostic systems (causing bodily injury or death)
"Ii (RCW 46.37.660(2)(b))
Felony-Low 7 1 Air bag replacement requirements (causing bodily injury or
death)(RCW 46.37.660(1)(b))
Felony-Low I 1 Civil Disorder Training(RCW 9A.48.120)
Felony-Low 7 1 False Reporting 1 (RCW 9A.84.040(2)(a))
Felony-Low 7 1 Malicious placement of an explosive 3 (RCW 70.74.270(3))
Manufacture or import counterfeit,nonfunctional, damaged, or
Felony-Low _ 1 previously deployed air bag(causing bodilyjury or death)
(RCW 46.37.650(1)(
Felony-Low 1 Sell,install, or reinstall counterfeit,nonfunctional, damaged, or
previously deployed airbag(RCW 46.37.650(2)(b11
Felony-Low 1 Sending,bringing into state depictions of minor engaged in
sexually explicit conduct 1 (RCW 9.68A.060(1))
Felony-Low 7 1 Unlawful Possession of a Firearm in the first dew
(RCW 9.41.040(1Z
Felony-Low 7 1 Use of a Machine Gun or Bump-fire Stock in Commission of a
(RCW 9.41.225)
Felony-Low _ 1 Theft of Ammonia(RCW 69.55.010�
Felony-Low 1 Attempt, Solicitation, or Conspiracy of a Class B Felony(RCW
9A.28.020-040)
Felony-Mid 4 1_5 Arson 2(RCW 9A.48.030)
Felony-Mid I 4 1_5 Assault 2 (RCW 9A.36.021)
Felony-Mid 4 1.5 Assault 3 (of a Peace Officer with a Projectile Stun Gun)
(RCW 9A.36.031(1 (�1
Felony-Mid 4 1.5 Assault 4(third domestic violence offense)
(RCW 9A.36.041(3))
Felony-Mid 4 1_5 Assault by Watercraft(RCW 79A.60.060)
Felony-Mid 4 1.5 Bribing a Witness/Bribe Received by Witness
(RCW 9A.72.090, 9A.72.100)
Felony-Mid 4 1.5 Cheating 1 (RCW 9.46.1961)
Felony-Mid 4 1.5 Commercial Bribery(RCW 9A.68.060)
Felony-Mid 4 1.5 Counterfeiting(RCW 9.16.035(4))
Felony-Mid I 4 1_5 Endangerment with a Controlled Substance(RCW 9A.42.100)
Felony-Mid 4 1_5 Escape 1 (RCW 9A.76.110)
Felony-Mid 4 1.5 Hate Crime(RCW 9A.36.080�
Felony-Mid 4 1_5 Hit and Run with Vessel—Injury Accident
(RCW 79A.60.200(3))
Felony-Mid 4 1.5 Hit and RunInjury(RCW 46.52.020(4)(b))
Felony-Mid 4 1.5 Identity Theft 1 (RCW 9.35.020(2))
Felony-Mid 4 1.5 Residential Burglary(RCW 9A.52.025)
Felony-Mid 4 1.5 Robbery 2 (RCW 9A.56.210)
Vehicular Assault,by being under the influence of intoxicating
Felony-Mid 4 1.5 liquor or any drug or by the operation or driving of a vehicle in
a reckless manner(RCW 46.61.522)
Domestic Violence Court Order Violation
Felony-Mid 5 1.5 (RCW 7.105.450, 10.99.040, 10.99.050, 26.09.300, 26.26B.050,
or 26.52.070)
Felony-Mid 5 15 Extortion 1 (RCW 9A.56.120)
Felony-Mid I 5 1.5 Kidnapping 2 (RCW 9A.40.030)
Felony-Mid I 5 1.5 Persistent prison misbehavior(RCW 9.94.070)
Felony-Mid 5 1.5 Stalking(RCW 9A.46.110�
Felony-Mid 5 1.5 Taking Motor Vehicle Without Permission 1 (RCW 9A.56.0701
Felony-Mid 7 1.5 Burglary 1 (RCW 9A.52.020)
Felony-Mid 7 1.5 Drive-by Shooting(RCW 9A.36.045)
Felony-Mid 7 1.5 Introducing Contraband 1 (RCW 9A.76.140)
Felony-Mid 9 1.5 Explosive devices prohibited(RCW 70.74.180)
Felony-Mid 9 1.5 Inciting Criminal Profiteering(RCW 9A.82.060(1)(b))
Felony-Mid 9 1.5 Malicious placement of an explosive 2 (RCW 70.74.270(2))
Felony-Mid 10 1.5 Malicious explosion 3 (RCW 70.74.280(3))
Felony-Mid 10 1.5 Sexually Violent Predator Escape(RCW 9A.76.115)
Felony-Mid _ 1_5 Attempt, Solicitation, or Conspiracy of a Class A FeloU(RCW
9A.28.020-040)
Felony Offense with Firearm Enhancement or Deadly Weapon
Felony-Mid DG2 1.5 Enhancement that becomes a Strike(RCW 9.94A.030(32)(s)
and 9.94A.825)
Felony-High 8 3 Arson 1 (RCW 9A.48.020)
Felony-High 9 3 Abandonment of Dependent Person 1 (RCW 9A.42.060)
Felony-High 9 3 Assault of a Child 2 (RCW 9A.36.130�
Felony-High 9 3 Robbery 1 (RCW 9A.56.200)
Felony-High 10 3 Criminal Mistreatment 1 (RCW 9A.42.020)
Felony-High 10 3 Kidnapping 1 (RCW 9A.40.020)
Felony-High 10 3 Leading Organized Crime(RCW 9A.82.060(1
Felony-High 12 3 Assault 1 (RCW 9A.36.011)
Felony-High 12 3 Assault of a Child 1 (RCW 9A.36.120�
Felon,, 12 3 Malicious placement of an imitation device 1
(RCW 70.74.272(1)(a))
Felony-High 13 3 Malicious explosion 2(RCW 70.74.280(2))
Felony-High 13 3 Malicious placement of an explosive 1 (RCW 70.74.270(1))
Felony-High 14 3 Trafficking 1 (RCW 9A.40.1000))
Felony-High 15 3 Malicious explosion 1 (RCW 70.74.2800))
AN
Felony- Sex 2 5 Voyeurism 1 (RCW 9A.44.115)
Felony- Sex 3 5 Promoting Prostitution 2(RCW 9A.88.080)
Felon Indecent Exposure to Person Under Age14subsequent sex
y- Sex 4 5 offense) (RCW 9A.88.010)
Felon Possession of Depictions of a Minor Engaged in Sexually
y- Sex 4 5 Explicit Conduct 2(RCW 9.68A.070(2))
Felony- Sex 4 5 Viewingof Depictions of a Minor Engaged in Sexually Explicit
Conduct 1 (RCW 9.68A.075(1))
Felony- Sex 5 5 Child Molestation 3 (RCW 9A.44.089�
Felony- Sex 5 5 Criminal Mistreatment 2 (RCW 9A.42.030)
Felony- Sex 5 5 Custodial Sexual Misconduct 2 (RCW 9A.44.170)
Felon Dealingipictions of Minor Engaged in Sexually Explicit
y- Sex 5 5 Conduct 2 (RCW 9.68A.050(2))
Felony- Sex 5 5 Incest 2 (RCW 9A.64.020(2))
Felony- Sex 5 5 Rape 3 (RCW 9A.44.060)
Felon Sending, Bringing into State Depictions of Minor Engaged in
y- Sex 5 5 Sexually Explicit Conduct 2 (RCW 9.68A.060(2))
Felony- Sex 5 5 Sexual Misconduct with a Minor 1 (RCW 9A.44.093)
Felony- Sex 5 5 Sexually Violating Human Remains(RCW 9A.44.105)
Felony- Sex 6 5 Incest 1 (RCW 9A.64.020(1))
Felony- Sex 6 5 Possession of Depictions of a Minor Engaged in Sexually
Explicit Conduct 1 (RCW 9.68A.070(1))
Felony- Sex 6 5 Rape of a Child 3 (RCW 9A.44.079)
Felony- Sex 7 5 Child Molestation 2 (RCW 9A.44.086�
Felony- Sex 7 5 Custodial Sexual Misconduct 1 (RCW 9A.44.160)
Felony- Sex _ 5 Dealingin n depictions of minor engaged in sexually explicit
conduct 1 (RCW 9.68A.050(1))
Felony- Sex 7 5 Indecent Liberties(without forcible compulsion)
(RCW 9A.44.100(1) (b) and(c))
Felony- Sex 8 5 Commercial Sexual Abuse of a Minor(RCW 9.68A.100)
Felony- Sex 8 5 Promoting Prostitution 1 (RCW 9A.88.070)
Felony- Sex 9 5 Sexual Exploitation(RCW 9.68A.040)
Felony- Sex 10 5 Child Molestation 1 (RCW 9A.44.083�
Felony- Sex 10 5 Indecent Liberties(with forcible compulsion)
(RCW 9A.44.100(1)(a))
Felony- Sex 11 5 Rape 2 (RCW 9A.44.050)
Felony- Sex 11 5 Rape of a Child 2(RCW 9A.44.076)
Felony- Sex 12 5 Promoting Commercial Sexual Abuse of a Minor
(RCW 9.68A.101)
Felony- Sex 12 5 Rape 1 (RCW 9A.44.040)
Felony- Sex 12 5 Rape of a Child 1 (RCW 9A.44.073)
Felony- Sex 12 5 Trafficking 2 (RCW 9A.40.100(3))
Felony- Sex 5 Any Felony Offense where a Special Allegation of Sexual
Motivation is alleged pursuant(RCW 9.94A835)
Felony- Sex 5 Attempt, Solicitation, or Conspiracy to Commit a Sex Offense
(RCW 9A.28.020)
ony Homicide by Watercraft,by disregard for the safety of others
Murder (RCW 79A.60.050)
Felony Negligently Causing Death By Use of a Signal Preemption
Murder — 7 Device (RCW 46.37.675)
Felony- Vehicular Homicide,by disregard for the safety of others
Murder — (RCW 46.61.520)
Felony- Homicide by Watercraft,by the operation of any vessel in a
Murder 8 7 reckless manner(RCW 79A.60.050)
Felony 7 ManslaughterRCW 9A.32.070)
Murder
Felony 7 Hit and Run—Death(RCW 46.52.020(4
Murder —
Felony Homicide by Watercraft,by being under the influence of
Murder 9 7 intoxicating liquor or any drug(RCW 79A.60.050)
Felony- 11 7 Manslaughter 1 (RCW 9A.32.060)
Murder
Felony- 7 Vehicular Homicide,by being under the influence of
Murder intoxicating liquor or any drug(RCW 46.61.520)
Felony- Vehicular Homicide,b, t�peration of any vehicle in a
Murder 11 7 reckless manner(RCW 46.61.520)
Felony 14 7 Murder 2 (RCW 9A.32.050)
Murder
Felony 151 7 Homicide by abuse(RCW 9A.32.055)
Murder
Felony- 7 Murder 1 (RCW 9A.32.030)
Murder
Felony 7 Aggravated Murder 1 (RCW 10.95.020)
Murder
Felony- Attempt, Solicitation, or Conspiracy to Commit Murder(RCW
Murder - 7 9A.28.020-040)
Felony-LWOP 8 Any"Third Strike" or final offense where a life sentence could
be imposed(RCW 9.94A575)
MASON COUNTY PUBLIC WORKS
COMMISSIONER BRIEFING
June 17, 2024
Action Items•
• Schedule a public hearing on August 13, 2024 at 9:15am, to allow public comment on the surplus of
tax parcel 32005-31-60070 to consider declaring it surplus and approve its sale.
Discussion Items:
Commissioner Follow-Up Items:
Upcoming Items•
TBD Belfair Pump Station ribbon-cutting
7/2/24 Hearing @ 9:15am for RID No. 2024-01 to improve Shetland Road.
C
Mason County
Agenda Request Form
Y
/A t!
To: Board of Mason County Commissioners
From: Mike Collins, PE, PLS, Ext. 452
Deputy Director/County Engineer
Department: Public Works Briefing: ❑x
Action Agenda: x❑
Public Hearing: ❑x
Special Meeting: ❑
Briefing Date(s): June 17, 2024 Agenda Date: July 2&August 13, 2024
Internal Review: ❑ Finance ❑ Human Resources ❑ Legal ❑ Information Technology ❑Risk
(This is the responsibility of the requesting Department)
Below for Clerk of the Board's Use Only:
Item Number:
Approved: ❑ Yes ❑ No ❑ Tabled ❑ No Action Taken
Ordinance/Resolution No. Contract No. County Code:
Item:
Public Works Real Property Surplus— Set Hearing
Background/Executive Summary:
Mason County Public Works acquired an uneconomical remnant from County Road Project#
1010, as recorded July 9, 1986,under Auditor's File#454652. This remnant stems from the
realignment of the curve of John Prairie Road at its intersection with Johns Creek Drive, which
was previously owned by the parcel owner south of the curve.
In early October 2023, the new owner of parcel 32005-31-00070 contacted Public Works
regarding the disposition of parcel 32005-31-60070, located at the connection of Johns Prairie
Road and Johns Creek Drive. It was clarified that the corner is owned by Mason County in fee
simple. Subsequently, in April 2024, the new property owner began excavating, clearing, and
fencing in parcel#32005-31-60070.
A notice of trespassing was issued to the owner of parcel#32005-31-00070 and another parcel
owner has reached out as to the disposition of parcel#32005-31-60070.
It's proposed to utilize MCC 3.40.320 (1), allowing sale to the public by sealed bid following
notice of the sale as prescribed in Section 3.40.300, & 310. Additionally, MCC 3.40.330 (a)
mandates that all sales of county property must be made to the highest responsible bidder at
public sale.
Budget Impact(amount, funding source, budget amendment):
If the surplus property is sold,proceeds would be allocated to the Road Fund.
Public Outreach (news release, community meeting, etc.):
A Notice of the Sale of surplus property will be published once a week for four consecutive
weeks in the Mason County Journal, with the final publication at least five days before the sale
date. Signage will also be posted on the real property.
Requested Action:
Recommend the Board of County Commissioners to authorize the following:
1. Execution of a resolution to announce the intent to schedule a hearing for August 13,
2024, at 9:15am to allow public comment on the surplus of tax parcel 32005-31-60070.
2. Public Hearing to consider execution of a resolution to declare tax parcel 32005-31-
60070 as surplus and approval its sale.
Attachments:
1. Resolution Notice of Intent (Setting Hearing)
2. Exhibit A
3. Assess Value
4. Resolution Declaration of Surplus Property and Approval to Sale (Hearing)
5. Map
RESOLUTION NO.
NOTICE OF INTENT TO DECLARE SURPLUS REAL PROPERTY
SETTING TIME AND PLACE FOR HEARING ON SAID DECLARATION OF SALE
WHEREAS,Mason County Public Works owns real property purchased as an uneconomical remnant as a result of
CRP # 1010 realignment of Johns Prairie Road. The real property is parcel # 32005-31-60070, as described in Exhibit A,
attached hereto;and,
WHEREAS,the property was acquired for County Road Project(CRP) 1010,County Road Number 91720 Johns
Prairie Road,completed in 1986;and,
WHEREAS,there are a couple adjacent property owners who have expressed an interest to acquire the fee simple
real property;and,
WHEREAS,the Board of County Commissioners has determined that the property is surplus and in the best interest
to the County,as authorized by Mason County Code 3.40,shall be sold by sale to the public by sealed bid following the notice
of the sale as prescribed in Section 3.40.310,and 320.Recommended assessment of County Assessor's and final selling price
are to be approved by the Board of County Commissioners.
NOW,THEREFORE,BE IT RESOLVED,that a public hearing is set for Tuesday,August 13,2024,at 9:15
a.m.Public testimony will be available in-person or via Zoom. The URL is available on the County website
https://www.masoncoLi t a.gov/to sign into the meeting. Please use the"raise hand"feature to be recognized by the
Chair to provide your testimony. You can also email testimony to msmith(c-r�,masoncountywa.gov or mail to the
Commissioners' Office,411 N 5t' St, Shelton,WA 98584; or call(360)427-9670 ext. 230. If special accommodations are
needed,please contact the Commissioners'office, (360)427-9670 ext. 419.
BE IT FURTHER RESOLVED,that the Property Manager is directed to issue public notice regarding the proposed
declaration of surplus of real property for four consecutive weeks in a newspaper of general circulation within Mason County
and post signage on the property.
Dated this day of 2024.
BOARD OF COUNTY COMMISSIONERS
ATTEST: MASON COUNTY,WASHINGTON
McKenzie Smith,Clerk of the Board Randy Neatherlin, Chair
APPROVED AS TO FORM:
Kevin Shutty,Vice Chair
Tim Whitehead, Ch. DPA
Sharon Trask, Commissioner
cc: Assessor
Auditor
Property Manager
JOURNAL: Publ.4t: 7/11/24,7/18/24,7/25/24&8/1/24
EXHIBIT A
Mason County uneconomical remnant from CRP 1010
Parcel # 32005-31-60070
A portion of the Northeast quarter, of the Southwest quarter of Section 5, Township 20
North, Range 3 West, W.M., Mason County, Washington, more particularly described as
follows:
All that portion of an uneconomical remnant shown as Tract B on Attachment A of the
Warranty Deed between Michael D. Denoyer and Mason County, recorded July 9, 1986,
under Auditors file No. 454652, records of Mason County, Washington, and lying
Westerly of Tract A, said Tract A now known as East Johns Creek Drive, and Northerly
of the new centerline for Johns Prairie Road, County Road No. 91720, as shown on the
official Map of County Road Project No. 1010 on file in the Office of the Mason County
Engineer.
EXCEPTING therefrom all that portion lying within public roads, if any.
The total amount of property conveyed is 0.09 acres more or less.
••�' `�MASON COUNTY ' •'°`''"'
WASHINGTON TAXSIFTER
SIMPLE SEARCH SALES SEARCH REETSIFTER COUNTY HOME PAGE CONTACT DISCLAIMER PAYMENT CART(0)
3zs
Patti McLean
Mason County Assessor 411 N 5TH ST Shelton,WA 98584
Assessor Treasurer Appraisal MapSifter
Parcel
Parcel#: 32005-31-60070 Owner Name: MASON COUNTY
DOR Code: 67 - Services - Governmental Addressl: MASON COUNTY COURTHOUSE
Situs: Address2: 411 N 5TH ST
Map Number: City, State: SHELTON WA
Status: EXEMPT FULL YEAR Zip: 985843400
Description: PCL B N OF JOHNS PRAIRIE COUNTY R/W S 39/155
Comment:
2024 Market Value 2024 Taxable Value 2024 Assessment Data
Land: $5,935 Land: $0 District: 0129 -Tax District 0129
Improvements: $0 Improvements: $0 Current Use/DFL: No
Permanent Crop: $0 Permanent Crop: $0
Total $5,935 Total $0 Total Acres: 0.09000
Ownership
Owner's Name Ownership % Owner Type
MASON COUNTY 100% Owner
Sales History
No Sales History
Building Permits
No Building Permits Available
Historical Valuation Info
Year Billed Owner Land Impr. PermCrop Value Total Exempt Taxable
2024 MASON COUNTY 1 $5,935 $0 $0 $5,9351 $5,935 $0
View Taxes
Parcel Comments
No Comments Available
Property Images
No images found.
RESOLUTION NO.
DECLARATION OF SURPLUS PROPERTY AND APPROVAL OF SALE
WHEREAS,Mason County Public Works owns real property purchased as an uneconomical remnant as a result of
CRP # 1010 realignment of Johns Prairie Road. The real property is parcel # 32005-3 1-60070, as described in Exhibit A,
attached hereto;and,
WHEREAS,the property was acquired for County Road Project(CRP) 1010,County Road Number 91720 Johns
Prairie Road;and
WHEREAS,there are a couple adjacent property owners who have expressed an interest to acquire the fee simple
real property;and,
WHEREAS, the Board of County Commissioners determined that it was in the best interest to the County, as
authorized by Mason County Code 3.40, shall be sold by sale to the public by sealed bid following the notice of the sale as
prescribed in Section 3.40.320;and,
WHEREAS,Mason County issued a public notice regarding the declaration of this property as surplus and its intent
to sell by sale to the public by sealed bid following the notice of the sale and posted signage on the property as prescribed in
Section 3.40.310,and 320.
WHEREAS, the Mason County Board of Commissioners, on Tuesday, August 13, 2024, held a public hearing,
during which members of the public were able to testify before the Mason County Board of Commissioners regarding the
property,the proposed declaration of surplus and proposed manner of sale.
NOW, THEREFORE, BE IT RESOLVED by the Mason County Board of Commissioners that the real property
described in Exhibit A, attached hereto, is declared surplus property and the Property Manager is authorized to offer all of
said property for sale, by sealed bid following the notice of the sale. Offering prices are to be those listed in Exhibit A,
which prices were established by appraisal,tax assessment or as otherwise recommended by the Assessor's Office, and final
selling prices are to be approved by the Board of County Commissioners.
Dated this day of 12024.
ATTEST: BOARD OF COUNTY COMMISSIONERS
MASON COUNTY,WASHINGTON
McKenzie Smith, Clerk of the Board
Randy Neatherlin, Chair
APPROVED AS TO FORM:
Kevin Shutty,Vice Chair
Tim Whitehead, Chief DPA
Sharon Trask, Commissioner
cc: Assessor
Auditor
Treasurer
Property Manager
�r�ON CO&
Mason County Administrator
411 N 5th Street
Shelton, WA 98584
(360) 427-9670 ext. 419
Mason County Commissioner
Briefing Items from County Administrator
June 17, 2024
Specific Items for Review
Website redesign recommendation—Todd Cannon
Phillips Lake gate attendant contract—John Taylor
May financial report—Jennifer Beierle
2025 Budget adoption process—Jennifer Beierle
Administrator Updates
Commissioner Discussion
C
Mason County
Agenda Request Form
Y
/A t!
To: Board of Mason County Commissioners
From: Todd Cannon Ext. 501
Department: Information Technology Briefing: ❑X
Action Agenda: ❑X
Public Hearing: ❑
Special Meeting: ❑
Briefing Date(s): June 17,2024 Agenda Date: July 2,2024
Internal Review: ❑ Finance ❑ Human Resources ❑X Legal ❑ Information Technology ❑ Risk
(This is the responsibility of the requesting Department)
Below for Clerk of the Board's Use Only:
Item Number:
Approved: ❑ Yes ❑ No ❑ Tabled ❑ No Action Taken
Ordinance/Resolution No. Contract No. County Code:
Item•
Website Redesign Request for Proposals
Background/Executive Summary:
After a comprehensive evaluation process by the IT Steering Committee, Revize has been selected as the
vendor for the County website redesign project. This decision was made based on a detailed analysis of
the proposals submitted in response for the Request for Proposals (RFP),taking into consideration various
factors such as cost, functionality, and vendor experience.
Budget Impact(amount, funding source,budget amendment):
First year cost: $89,400
Ongoing yearly cost: $12,700
Funding source: General Fund
Public Outreach (news release,community meeting, etc.):
N/A
Requested Action:
Approval to enter into contract with Revize for the County website redesign project.
Attachments
Revize Website Proposal
N
revize .
The Government Website Experts
WEBS TE PROPOSAL POP
Mason County ,
Revize is a Minority Business Enterprise (MBE)
Prepared by Thomas J. Jean
Thomas.Jean@revize.com
150 Kirts Blvd. Troy, MI 48084
Ph: 248-269-9263 x8035 Fax: 866-346-8880
www.revize.com May 14, 2024 II
II
tj
111 i
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SER
MALL ZBUSIN JJ
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0.ssoce�ion o�MICM1iRxn
Revize Government Websites Proposal
Cover Letter
Dear Website Selection Committee
Thank you for considering Revize as your web development partner. For nearly two
decades, Revize has been a leader in providing high-quality, government-compliant
web solutions. A myriad of industry awards and hundreds of satisfied clients stand as
a testament to the quality and value of our work.
Every member of the Revize team understands that your website is more than a
website. It's a valuable resource that can help you build a better community.
Visitors are drawn to websites that are appealing yet functional, user-friendly with a
plethora of services, and accessible on a wide range of devices. A Revize website will
allow your residents and businesses to easily fill out and submit documents, review
and pay bills and taxes, perform searches to answer frequently asked questions and
perform a suite of other tasks that would otherwise require staff assistance. What's
more, a Revize website will enable you to increase staff productivity and decrease
costs by reducing off-line departmental operations.
Some of our great clients in include:
• City of Largo, FL www.largo.com
• New Bern, NC www.newbern-nc.org
• City of Arcadia, CA www.arcadiaca.gov
• City of St. Petersburg, FL www.stpete.orq
• City of Des Moines, IA www.dsm.city
• And Many More!
We will work closely with you to design and develop a dynamic, functional and easy
to navigate website that will perfectly fit your community. Then we empower you to
control your digital presence with the industry's best administrative management
applications. Revize training ensures that your team has the skills needed to expertly
update and manage website content and delivery.
revize.
The Government Website Experts
2 of 85
Revize Government Websites Proposal
Government clients select Revize because we can help them
• Effectively engage residents.
• Enhance their web presence and build an online communications center.
• Empower non-technical web content editors and administrators to easily execute
changes.
• Implement a scalable solution that allows them to affordably grow their web
presence for the long term.
"Revize Websites build engagement
with your constituents."
We have worked hard to establish a reputation for creating online community
websites that engage, inform, and increase participation of your community. With
our help, your community's website can serve your residents better, inspire them
more, and get them actively involved in your government.
Please contact me if you have any questions at all.
Sincerely,
Thomas J. Jean
Project Manager
248-269-9263 x8035
Thomas.Jea n(a)revize.com
revize.
The Government Website Experts
3 of 85
Revize Government Websites Proposal
Table of Contents
Cover Letter 2
Table of Contents 4
Revize Washington Clients! 5
Revize Clients! 6
Executive Summary 7
Company Profile 9
Form 1 - Proposal Form 11
Form 2 - Vendor Information Requirements 13
Project Staff Information 15
Certifications 19
Additional References 31
Responses to Section 3.04- Cost Requirements 32
Responses to Section 3.06- Scope of Work 33
Timeline 35
Revize Cloud Hosting, Disaster Recovery, & Security 47
Revize Website Analytics 53
Included Features 62
Attachments 77
Attachment A 77
Attachment B 78
Attachment C 79
Attachment D 80
Exceptions 84
revue.
The Government Website Experts
4 of 85
Revize Government Websites Proposal
Revize Washington Clients!
• Brewster, WA www.cityofbrewsterwashington.org
• College Place, WA www.cpwa.us
• Covington, WA www.covingtonwa.gov
• Electric City, WA www.electriccity.us
• Entiat, WA www.entiatwa.us
• Ocean Shores, WA www.osgov.com
• Okanogan County, WA www.okanogancounty.org
• Olympia, WA www.olvmr)iawa.gov
• Pacific , WA www.r)acificwa.gov
• Pullman, WA www.r)ullman-wa.gov
• Shelton, WA www.sheltonwa.gov
• Twisp, WA www.townoftwisr).com
• Yelm, WA www.ci.yelm.wa.us
• Zillah, WA www.citvofzillah.us
• And Many More!
revue.
The Government Website Experts
5 of 85
Revize Government Websites Proposal
Revize Clients!
• Arcadia, CA www.arcadiaca.gov
• Clark County, NV www.clarkcountynv.gov
• Des Moines, IA www.dsm.city
• Eagle County, CO www.eaglecounty.us
• Glencoe, IL www.villageofglencoe.org
• Largo, FL www.largo.com
• Myrtle Beach, SC www.citvofmvrtlebeach.com
• New Bern, NC www.newbern-nc.org
• Olympia, WA www.olvmr)iawa.gov
• St. Petersburg, FL www.str)ete.org
• Troy, MI www.troymi.gov
�i
• And Many More!
Colleen Roberts, New Bern, NC - Public Information Officer
"Revize is a beehive of creative thinkers who are interested in putting
your organization's communication objectives front and center.
They're extremely easy to work with and they're engaged every step
of the way. Before, during and after Revize did our site build, they
were super responsive any time we had questions or concerns. &
they're always open to new ideas too. We couldn't be happier!"
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Executive Summary
Thank you for considering Revize Software Systems for your new website project.
We understand the importance of this undertaking and know how motivated your
government/community is to selecting the right vendor; one who will work with you
through all the steps required to build the perfect website featuring a plethora of
high quality online services that your constituents will want to use regularly.
In more than two decades of working with government leaders, as well as through
nationwide surveys, we have learned that the key to choosing a website vendor is
finding the right balance between the total cost of the solution and the quality of the
design, online apps and user functionality. In simpler terms, you need a solution that
works for you and serves your constituents.
About Us
With approximately 3,000 government websites launched nationwide, Revize
Software Systems is one of the industry's leading providers. We credit our rapid
growth to our 20-year track record of building award-winning government websites
and content management systems. When you work with Revize, you're not just a
client, you become part of the Revize family and will receive the service and support
you need and expect! We are among the most highly respected government website
experts in the United States and we proudly stand by our work.
Our Innovative Responsive Web Design (RWD) and Web Apps
Revize has been a pioneer in implementing the latest trends in design by using
Responsive Web Design (RWD). This technology ensures that site visitors have an
optimal viewing experience — easy reading and navigation with a minimum of
resizing, panning, and scrolling — across a wide range of devices, from desktop
monitors to mobile phones. RWD provides flexible and fluid website layouts that
adapt to almost any screen. When you implement a dynamic new website powered
by Revize, you will not only get an outstanding look, layout and navigation, but you
also receive 24/7 access to our Government Communication Center for residents,
business and visitors.
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Here you will find the communication tools you need such as:
• Public Service Request App • Emergency Alerts
• Calendar of Events • Online Forms / Survey Tools
• E-Notification Modules • E-Newsletter Applications
• On-Line Payment Portal • Job Posting and Tracking Module
• Facilities Reservations • Public Records Request Tracker
• News Center with Facebook/Twitter
Integration
Our Award-Winning Government CMS
Revize is renowned as a leader in providing practical, high-value, easy to use content
management software Government CMS. This simple-to-use yet powerful solution
enables clients to manage their online presence with high functionality and style.
With applications such as an online document center, public service request app,
public records request tracker, agendas and minutes, frequently asked questions and
more, Revize ensures that our clients have the tools they need to make information
and services available for website users at the click of a mouse.
(wick Deployment, Personalized Training and Support
Revize addresses time concerns by completing websites in considerably less time
than our competitors. And because our software is so easy to use, we are also able to
effectively train our clients in less than half the time it takes our competitors. Our
training program is customized based on each client's needs, and we provide hands
on training the way you want it - either onsite or off site through web conferencing
tools. We pride ourselves on the skills of our support staff, who are responsive,
knowledgeable and helpful. Our online support portal is available
24X7X365 for issue tracking and management. We also provide
phone and email support during regular business hours.
Did you know?
Our technical support staff are trained
developers. When you call for tech support,
you'll be speaking to staff with direct
knowledge of development!
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Company Profile
FOUNDED HEADQUARTERS PHONE WEB SITE
1995 150 Kirts Blvd. 248-269-9263 www•revize.com
Troy, MI 48084
Revize Software Systems was founded in June, 1995 as a "new media" development
company specializing in the creation of interactive web design, multimedia content
delivered on CD-ROM, and video production. Since then, Revize has made an
unsurpassed name for itself in the web/internet industry as THE master of
government website design, which remains our specialty. We now boast more than
3,000 websites launched in North America and have created acclaimed website
designs for hundreds of municipalities and counties, as well as government
departments and agencies. In September, 1996 as the Internet was becoming a
world-wide reality, Revize began developing a Web Content Management System
(CMS) for the government market to enable non-technical contributors to quickly
and easily update content on their websites. The result was the creation of our state-
of-the-art Revize Government CMS. Our mission has always been to enhance the
communications of government organizations nationwide with their varied and
valued audiences. This is based on our vision statement, which reads:
"The empowerment of people
through simplified information
management technologies."
Focused exclusively on creative web design, government web apps and content
management technologies, Revize continues to invest in its technology, continually
adding new capabilities and features that manifest our vision. While many
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municipalities choose Revize to develop and cost-effectively manage their website
content, clients also use Revize as an information-sharing platform. Our suite of
Revize Government web-based solutions has proven valuable as a powerful
technology that empowers clients to build and maintain sophisticated web sites, all
while using the Internet and internal Intranets/Extranets to acquire, analyze, process,
summarize and share information - ensuring that the right people always have the
right information at the right time.
"We are proud of our award winning web designs,
technologies, continued innovations to build
government centric modules and apes, web content
management, training and support capabilities. We
are especially proud of being recognized as one of
the industry's top government website experts and
innovators. We are committed to pursuing the
continued evolution of all our services to provide
increased value to our government clients."
^� Did you know?
rt Revize has won national awards for our
websites!
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Form 1 - Proposal Form
Vendor Name Revize LLC
Vendor Address 150 Kirts Blvd. Suite B
County, State, Zip Troy, MI 48084
Code
Telephone # 248.269.9263. ext 8035
Email Address Thomas.jean@revize.com
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1. Response:
In response to the County's Request for Proposal,we offer the following:
I. Cover Letter
Signed by vendor representative authorized to bind the proposing firm contractually.
II. Table of Contents
III. Executive Summary
A one-page high-level overview of the solution being proposed.
IV. Responses to Form 2-Vendor Information Requirements
Complete all the information requested in Form#_
V. Responses to Section 3.04-Cost Requirements
Please include your itemized cost proposal as described in section 3.04_
VI. Responses to Section 3.06—Scope of Work
Explain how you will complete the scope of work described in section 3.06. Include a
proposed timeline as described in section 3.05.
VII. Attachments
Please provide the following as attachments to your proposal:
A. Non-Collusion Certificate(Attachment A).
This certificate must be notarized.
Page 21 of 37
B. Insurance Requirements(Attachment B).
Please provide evidence of insurance in the required amounts or a statement
indicating vendor will obtain required insurance if awarded the contract.
C. Equal Opportunity and Title VI Requirements(Attachment Ct
Please complete and sign the Affidavit of Equal Opportunity and Title VI
Compliance form.
D. Non-Disclosure Agreement(Attachment D).
Please complete and sign the Non-Disclosure Agreement.
2. Exceptions:
Except as noted below,the undersigned hereby agrees to comply with all the terms and conditions
put forth in the County's Request for Proposal.
Signed: Dated: 5/142024
Title: Project Manager
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Form 2 - Vendor Information Requirements
Question Vendor Answer
Website Address www.revize.com
Name of Person to be contacted Thomas Jean—Project Manager
concerning the proposal 150 Kirts Blvd. Troy,MI 48084
Title 248.269.9263 ext.8035
Address 866-346-8880
Telephone Number Thomas@revize.com
Fax Number
Email Address
Name of parent company, if Revize LLC
applicable
Home Office Address
Telephone Number
Website Address
Describe the parent company's Revize LLC is an S-Corp which solely owns and operates
relationship with the vendor Revize
Does the person signing the Yes
proposal have the authority to sign
on behalf of the vendor?
Names of companies that will NA
share significant and substantive
responsibilities with the vendor in
performing the scope of services
under the Contract
Length of time in business Since 2005
Gross revenue for the prior fiscal Est. $7,000,000
year (in US dollars)
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Staff member name Thomas Jean
Position in the company Program/Project Manager
Length of time in position 10 Years
Project position and responsibilities Manage RFP project team and problem solve/lead custom
builds in each RFP project
Hours dedicated to project onsite NA(willing to come on site as needed)
Hours dedicated to the project Between 75— 150. However, this is extremely difficult to
Remotely estimate as it varies wildly from one project to the next.
Education BA— Political Science— University of Michigan
Certifications Websites launched won 3CMA, ICMA, Horizon Interactive
Awards
Previous work experience Worked in Government Software industry for 10 Years
Technical skills and qualifications for Managed approximately 500 successful government
the project website projects.
Staff member name Alison Bieber
Position in the company Project Manager
Length of time in position 1 Year
Project position and responsibilities Part of project management team running day-to-day
unctions of the project team, meetings with clients, and
completing project through to go live
Hours dedicated to project onsite NA
Hours dedicated to the project Between 75— 150. However, this is extremely difficult to
Remotely estimate as it varies wildly from one project to the next.
Education M.A. in Applied Linguistics with a concentration in Foreign
Language Pedagogy, University of Massachusetts; B.M. in
Vocal Performance, Boston Conservatory at Berklee.
Certifications NA
Previous work experience Following a decade immersed in the Opera world, she
shifted her focus towards entrepreneurship and
technology. Playing a pivotal role in establishing the
foundations of various initiatives within the non-profit and
small business sectors, Alison brings a diverse and proven
track record to the table.
Technical skills and qualifications for Alison has successfully managed many of Revize's
the project highest priority projects successfully on time and on
budget.
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Project Staff Information
Revize understands the importance of having a talented and experienced staff. We
are proud of our well-respected team of top notch experts in the field of government
website design, development, analysis, content management, training and support.
From the first creative concepts through to the design phases, and from site launch
to training of personnel and continued support of your website project, we have the
right group of seasoned professionals to work with you through the website process
and beyond. We are pleased to introduce them:
• Thomas Jean: Project Manager
• Alison Bieber: Project Manager
• Alex Parent: Creative Arts Director/Web Designer
• Samir Alley: Project Delivery Manager
• Denise Brazier: Revize CMS Trainer
• Jamie Phy: Revize CMS Integrator/Backend Developer
• Richard Opiniano: HTML Developer
• Joseph Nagrant: VP Sales/Marketing
• Derek Ortiz: Chief Technology Officer
• Akshaya Ray: Chief Cloud Architect
• Many More!
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Thomas Jean - Project Manager
As a project manager, Thomas has managed many award-winning website projects
for our clients, including Des Moines, IA - Arcadia, CA - Largo, FL - Oswego County,
NY - Dupage County, IL - Eagle County, CO - Kentwood, MI! Thomas has brought to
Revize a very special skill set. Not only does he manage some of our highest priority
projects, he is also a genuine subject matter expert when it comes to the inner
workings of government. As a former Township Trustee in a Michigan Township, he
knows the advantages that come with modernizing the way government does
business. With his unique background and education from one of the nation's top
universities, Thomas is uniquely experienced to give an honest and accurate
assessment of your community's website needs.
• Philosophy: Learn as much as possible about our clients and use that
knowledge to help build an amazing website.
• Education: BA degree in Political Science from University of Michigan;
• Expertise: Government procedure, special projects, public affairs, community
development.
• Role on your website project: Project Manager
Alison Bieber - Project Manager
Alison possesses an innate passion for innovation. Following a decade immersed in
the Opera world, she shifted her focus towards entrepreneurship and technology.
Playing a pivotal role in establishing the foundations of various initiatives within the
non-profit and small business sectors, Alison brings a diverse and proven track
record to the table.
• Philosophy: "Quality is not an act, it is a habit." - Aristotle
• Education: M.A. in Applied Linguistics with a concentration in Foreign Language
Pedagogy, University of Massachusetts; B.M. in Vocal Performance, Boston
Conservatory at Berklee.
• Expertise: Pedagogy, management, communication
• Role on your website project: Project Manager
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Ray Akshaya - Chief Cloud Architect
Ray has 20+ years of extensive technical experience with internet and website
solutions. He has worked on hundreds of government, non-profit and educational
websites and has a keen eye for web visitor requirements, information architecture,
and usability. He is also a long-time veteran of Revize Software Systems and our
clients enjoy working with him. In his career, he has deployed and/or assisted with
technical solutions for more than 500 websites. When working on a project, Ray
always visualizes himself in the client's chair at the closing stages of the project and
makes sure that all decisions made on a project are in alignment with the client's
vision and best practices for developing the system.
• Philosophy: "Work Hard, Help People and Live Honest."
• Education: MS in Engineering Science, Louisiana State University, Baton Rouge
• Expertise: Client Management, Project Management, Technology Development for
CMS & Web Apps
• Role on your website project: Chief Cloud Architect
Samir Alley - Creative Director
Samir has more than a decade of experience in managing web site design projects.
He has deployed 360+ municipal websites and has a solid background in web design
and the latest web technologies. Formerly with Google, Samir is a leader equipped to
handle any kind of sophisticated web project. He is an exceptional communicator
with an innate listening skill that gives him the ability to understand and deploy a
client's unspoken needs. Samir's blend of creativity, proficiency, and technical
knowledge is unsurpassed in the industry.
• Philosophy: "Empathy, Focus, and... Impute"
• Expertise: Web Project Management - Adobe Design Premium CS5.5: Photoshop,
Illustrator, InDesign, Flash, DreamWeaver, Fireworks, HTML, CSS, CSS3, SEO, PHP,
JavaScript, MySQL, JQuery and HTMLS.
• Role on your website project: Graphic design of website and backup support.
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Denise Brazier - Lead Trainer
Denise is an educator by nature. Her 20 years of experience in the public school
system has made her a master of engaging participants during training. She
effortlessly builds effective relationships with all clients. Denise has served as
Advisory Counselor, Coordinator, Publicity Director, and Project Manager for several
organizations in the education, non-profit and public sectors. She has been
appointed to the state's quality committee evaluating organizational policies and
procedures for recognition.
• Philosophy: "Always explain things in the terms of your audience to ensure their
understanding"
• Education & Training: MS in the Art of Education from Marygrove College.
Certification in Secondary Education
• Expertise: Training, education, teaching, public affairs and project management.
• Role on your website project: Trainer for the Content Management toolset
0.
i
Did you know?
Revize will put together a project team based on the unique needs of your project!
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Certif ications
Revize is proud to be certified as both a Minority Business Enterprise and a Certified
Small Business. We've included those certifications as attachments to this proposal.
F J
CERTIFIED
SM LL BUSIN
CER
by the Small Business
Association of Michigan
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Form 3 - Client References
Client Name City of Olympia, WA
Contact Name Joshua Linn
Title Website Administrator
Phone Number 360.570.3782
Email Address Jlinn ci.ol m ia.wa.us
Type of Services Full website redesign, CMS integration, content migration, training,
Provided and feature customizations. —Award winning website
Services Provided X Yes — Explain similarities:
Similar to the County's
requirements? Project is similar in that Revize will be attempting to build an award
inning website for the County as we did here for the City. This will
include a 100% custom design, HTML and CMS integration,
customizations, content migration, training, and Go Live!
❑ No — Explain differences:
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Client Name Pasco County, FL
Contact Name Bryan Shaw
Title Website Content Developer
Phone Number 727.815.7177 x8226
Email Address bshaw(cDmvpasco.net
Type of Services Full website redesign, CMS integration, content migration, training,
Provided and feature customizations.
Services Provided X Yes — Explain similarities:
Similar to the County's
requirements? This project included a 100% custom design, HTML and CMS
integration, customizations, content migration, training, and Go
Live!
❑ No — Explain differences:
Client Name Des Moines, IA
Contact Name Deb Maier
Title Senior Business Analyst
Phone Number 515.283.4796
Email Address DCMaier@dmgov.org
Type of Services Full website redesign, CMS integration, content migration, training,
Provided and feature customizations. —Award Winning Website
Services Provided X Yes — Explain similarities:
Similar to the County's
requirements? This project included a 100% custom design, HTML and CMS
integration, customizations, content migration, training, and Go
Live!
❑ No — Explain differences:
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Client Name DuPage County, IL
Contact Name Debbie Deacy
Title Web Services Manager
Phone Number 630.407.5009
Email Address Debra.deac du pagecount .gov
Type of Services Full website redesign, CMS integration, content migration, training,
Provided and feature customizations. —Award Winning Website
Services Provided X Yes — Explain similarities:
Similar to the County's
requirements? This project included a 100% custom design, HTML and CMS
integration, customizations, content migration, training, and Go
Live!
❑ No — Explain differences:
Client Name Largo, FL
Contact Name Lauren Fatkin
Title Communications Strategist
Phone Number 727.587.6740
Email Address IfatkinC@-largo.com
Type of Services Full website redesign, CMS integration, content migration, training,
Provided and feature customizations.
Services Provided X Yes — Explain similarities:
Similar to the County's
requirements? This project included a 100% custom design, HTML and CMS
integration, customizations, content migration, training, and Go
Live!
❑ No — Explain differences:
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Client References - Project Descriptions
The City of Olympia, Washington
www.olympiawa.gov
• I
ai r.yauimking lw.
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3CMA Savvy Award Winner
Details:
The City of Olympia, the Capitol City of Washington, presented a unique opportunity
for Revize and the City's web team. This website features an extremely innovative
homepage. As users scroll from one section to the next, they can explore different
trending topics, services, news, events, and much more in an extremely modern
fashion. We built this website to be one of the most visually inspiring, but also most
functional websites in the United States. With the unique design coupled with
features such as a curated "smart search" feature and online interactive forms, this
website makes a strong case for that title!
Contact:
Joshua Linn - Website Administrator - 360.570.3782 - Jlinn(&ci.olympia.wa.us
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Pasco County, Florida
www.pascocou ntyfL net
O TOUR Fi,
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Details:
Pasco County, a Florida County of nearly 600,000 residents, came to Revize wanting
the best website possible for their constituents and a true partnership with their
website vendor. Together, Revize and Pasco County launched this website, and an
employee intranet in less than four months. This is a fantastic representation of the
things Revize is able to accomplish with a motivated County like Pasco!
Contact:
Bryan Shaw - Web Content Developer - 727.815.7177 x8226 - bshaw(&mypasco.net
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City of Largo, Florida
www.largo.com
46
ON
WORK
Details:
Largo, Florida wanted a website like no other. Through a collaboration between the
city marketing team and Revize, we were able to create this award winning website.
Each page in this website was designed to uniquely fit the needs of the community.
We also built unique designs for the city parks, library, and theater. The navigation
within this site is built based on services rather than department silos. Overall this
website brings together an amazing mix of design expertise and functional clarity to
create a great user experience!
Contact:
Lauren Fatkin - Communications Strategist - 727.587.6740 - Ifatkin(a�largo.com
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City of Des Moines, Iowa
www.dsm.city
'I A SOVERNMENT DEPARTMENTS RESIDENTS BUSINESS VISITORS EN • .®' .®..
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Details:
The City of Des Moines, Iowa came to Revize for a website that was completely
different. Coming from an internally developed site, they wanted to work with a
vendor that could lead them to a new way of interacting with their users. Page
layouts were created to allow unique interaction with the City. This included board
listings, Q&As, interactive park directories, plain language, and a resident focused
navigation. We also incorporated some of their internal databases and features that
had been built internally. This site improves the online experience for residents,
business owners, and visitors!
Contact:
Deb Maier - Senior Business Analyst - 515.283.4796 - DCMaier(6b-dmgov.org
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Tipton County, Tennessee
www.tiptonco.com
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Details:
Tipton County is located on the Mississippi River north of Memphis and is one of the
fastest growing counties in the state. Because of this fact, the website needed to
refocus its attention. In addition to resident services, this website has a focus on
economic development. To achieve this, we started off by integrating a drone video.
That video instantly showcases the growth in industry that Tipton is experiencing. As
you scroll down the website, this business-friendly atmosphere is intertwined with
resident engagement features. Each department has their own icon that is used to
identify them uniquely. The interior pages have distinctive features that make them
stand out as if they were stand-alone websites. With its service for residents and its
appeal to the business community, this is the next generation of government
websites.
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The Village of Glencoe, Ilinois
www.vi I lageofg lenceo.org
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Details:
The Village of Glencoe is beautiful community on the shores of Lake Michigan just
north of Chicago. This website brings together an amazing design with a full suite of
web apps to engage Village residents. Smooth transitions from the home page to
interior pages of this website allow users to find exactly what they are looking for
easily. The Revize Public Service Request App, Village Manager's Blog, fillable online
form database, and a high traffic featured news and headlines area round out this
website!
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The City of St. Petersburg, Florida
www.stpete.org
• a•. Search
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Details:
As Florida's 5th largest, St. Petersburg is an iconic City with something to offer
everyone. Because St. Pete is a longtime Revize client, their team worked very
closely with ours and actually provided their own design concepts. We did the
integration/pre-launch work and their staff was with us every step of the way. Inner
pages are flexible to allow departments to have dedicated pages with a cohesive feel
across all pages. Social media feeds from Instagram, Flickr, Facebook, Twitter, and
YouTube all on the homepage! St. Petersburg also users the Revize API to develop
their own templates. This website is an elite representation of the power and beauty
of the Revize process.
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The City of Troy, Michigan
www.troymi.gov
fis, '1'1 oEa.arME�.s aEsoE�., ,�s,�EUE, Is.o., ��oo„ 01111,..= v q
v, a • • • • � Troy,MI
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Details:
The City of Troy wanted a website to increase ease of communication to all of their
audiences. In addition, the city has been experiencing an economic resurgence
particularly in the technology sector. In fact, Revize headquarters are in the City of
Troy! This project included custom designs for The City, Library, and Recreation
Department. Integration with the City's existing 3rd party software was a major
linchpin of this project. Included is a live-searchable "How Do I" section that narrows
down results as the user is typing. This allows any user to easily find what they are
looking for regardless of which department it exists under.
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Additional References
Client: City of Wylie, TX
Craig Kelly, Public Information Officer
Office: (972) S16-6016
Email: craig.kelly(&wylietexas.gov
Website: www.ci.wvlie.tx.us
Client: City of Olympia, WA
Joshua Linn, Website Administrator
Office: (360) S70-3782
Email: JLinn(a)ci.olympia.wa.us
Website: www.olVmpiawa.gov
Client: Tipton County, TN
Shawn Anderson, GISP Director
Phone: (901) 476-0234
Email: sanderson(a)tiptonco.com
Website: www.tiptonco.com
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Responses to Section 3.04- Cost Requirements
Project Phase Proposed Cost
Website Redesign (SOW section#1)
Discovery $4,500.00
Prototyping (HTML &CMS Integration) $27,600.00
Design $ 18,500.00
Sub-Total SOW section#1 $50,600.00
Build (scope of SOW section#2)
CMS(migration, setup, deployment) $22,600.00
Support(SOW section#3) Included Below
Hosting Included Below
CMS (cost of software) $12,700.00(Includes support,hosting,&CMS)
Project Management(SOW section#4) $ 3,500.00
Total $89,400.00
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Responses to Section 3.06- Scope of Work
Project Planning and Setup
What makes Revize unique in its project approach and experience is our thorough
preparation for each individual community combined with the range of website
deployments and creative, customized fit we implement for each client. From small
to large, rural to urban, the Revize project management process guarantees a perfect
fit between the concept of the deployment and the expectations of the client's level
of engagement preferences.
We don't use a "one size fits all" approach because
it doesn't make sense.
However we do use a standard, proven effective process methodology. Each client is
unique and we tailor our process to fit their unique needs. For as long as you are our
client you will have staff dedicated to your account and access to an on-line portal
for communication, design process and on-going support.
Dedicated Accounts Manager: Your dedicated Account Manager will handle all
issues related to your contract, pricing, future product add-ons, and general account
satisfaction. During the initial kick-off meeting, your Account Manager will introduce
you to the team, explain roles and responsibilities, and place you in the very capable
hands of your Dedicated Project Manager and Designer.
Dedicated Project Manager: Your dedicated Project Manager will handle all issues
related to the website design, development, navigation, content, training, timelines
and deliverables, as well as ensuring that feedback and communication occurs
promptly in order to keep the project on-track. Also, the dedicated project manager
will be the point of contact for any future technical support or issues that need to be
addressed during the deployment and post deployment of the site.
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24/7/365 Project Portal Access: From day one, your project and on-going support is
tracked in the Revize On-line Project Portal. The main point of contact you select for
the project will receive an invitation to register, including setting up a secure user
name and password. The Project Portal serves as a communication tool for any
matter pertaining to your website design, development and on-going support even
after your website is launched.
"We guarantee the best support in the industry
that's 24/7 365 by the trained developers
technicians"
'm
Did you know?
Revize will provide a project portal that allows you to check in on the status of your
project at any time!
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Timeline
Phase 1: Kickoff Meeting and Discovery/Project Planning 1 Week
Phase 2: Design Mockups/Wireframes 6 Weeks
Phase 3: HTML Template Development 2-4 Weeks
Phase 4: CMS Integration & Module Setup 5-6 Weeks
Phase 5: Custom Development & Quality Assurance Testing 3 Weeks
(Ongoing) (Overlaps with Remaining Phases)
Phase 6: Sitemap Development / Content Migration 5-6 Weeks
Phase 7: Content Editor and Web Administrator Training 1-3 Weeks
on your new website, final content changes and Go Live
preparation
Phase 8: Go Live 1 Week
Go-Live (Average) 21-27 Weeks
Did you know?
The project planning process is designed
to fit your needs. We will adapt our
timeline if your schedule requires.
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Revize Project Life Cyde
Phase 1: Initial Meeting, Communication Strategy, SOW
Your Revize Account Manager will set up the initial internal project planning meeting
where we will talk about the overall management of your project, establish a timeline,
and devise a Revize-Client Communication Strategy that will keep everyone engaged
and up-to-date on the progress of the project. We will also discuss specific technical
requirements of the project and determine the phases through which those
requirements will be addressed. In addition, Revize will address the content strategy
of the new site, any new content that needs to be written and how to fit the existing
content into the new site, Additionally, as an optional item, Revize will discuss the
process of conducting online surveys to gather feedback from your constituents for
the new website layout and requirements. After this meeting, Revize will develop a
Statement of Work and provide it to the client for review and approval.
Prior to the design kick-off meeting, you will receive our questionnaire to complete
with various answers that will help our designers gather information regarding your
needs and preferences. Our team will also brainstorm ideas and suggestions with you
during the meeting.
The questionnaire addresses various issues such as:
• As a result of a new website design and navigation, what are the main
improvements you hope to achieve?
• What are some key points and areas you may want featured on the Home Page?
• Do you need help with logo design? Image? Marketing & branding?
• What key modules do you want featured in your web site, like Document Center,
Report a Request, News & Events, Events Calendar etc.
• Do you need social media features need to be highlighted in the new site? etc..
Phase 2: Discovery & Design
If there is client approval, we will collect feedback from the residents on the new
design layout by setting up an online survey with a set of standard questions. The
survey questions need to be approved by the client prior to our adding a link from
your current website. This link can also be distributed through other channels like
email, newsletter or any other form of communications you might be using to stay in
touch with your residents. Usually there is a 1- to 2-week survey period.
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Once survey results have been tabulated and your needs have been determined, you
and your Revize team will participate in a Design Kick-Off Meeting. A senior designer
and team will conduct an in-depth interview, and brainstorm ideas with you about
your vision for the look and feel of your custom website. Our efforts on this project
will extend far beyond placement of provided information within a stunning design.
It's about uncovering how your audience wants to be informed, and applying our 20+
years of web design and development expertise to create the most effective ways of
displaying that information and getting users to access and use your website. We
always strive for nothing less than an award winning design!
Revize Design Principles
The Revize Web Application Developers are not only responsible for the look,
functionality, and performance of your website. They are also responsible for the
security of the web content and web-based applications they create. They ensure
that the code supports secure authentication and authorization, and provides access
control mechanisms as required.
Good design principles are always based on readability, taking into consideration
appropriate font type and size for headlines and text area, as well as line height -
ensuring all page elements are balanced. Our designers also pay meticulous attention
to their use of shadows and gradients. To the layman's eye there may not appear to
be a shadow, however on the website the font will appear sharper (or maybe softer
depending on the amount of shadow used).
Of course color cannot be overlooked. Our designers first take the client's
preferences, official logo colors, and pictures into consideration to create a color
scheme consisting of no more than three colors. We then use variants and hues to
create visual appeal, contrast, eye-catching allure and invoke the overall feeling that
the client desires.
Last but not least is effective use of page elements such as call to action buttons,
social sharing icons, email newsletter sign-up, and promotion areas. The ultimate goal
is to provide an easy to navigate webpage that is informative without being
overwhelming. Therefore, it is the designer's job to guide the client in making
appropriate placement choices for needed items.
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Revize Design Trends
There are some exciting new design trends, and Revize is always on the cutting edge,
implementing the best of these innovations in our websites. We are especially
pleased at how effectively they are proving to be in increasing engagement in
government websites.
#1 Responsive Web Design - The most important development in website design in
years, Responsive Web Design (RWD) automatically conforms and optimizes
websites for any screen size. With the substantial increase in smartphone and tablet
users today, people are going online using a vast number of devices with wildly
different screen sizes. Our websites offer this very important feature of easily and
cleanly conforming to computer, tablet and mobile device screens.
#2 Liquified Content - This is another important trend that address the fact that
information is no longer static or concrete. Instead, content is specifically customized
for each unique user. Liquidity of content enhances the immediacy and flexibility of
content. The more liquid your community's content, the easier it is for residents and
businesses to access this information in ways and via the channels of their choice:
fixed or mobile, interactive and live. Revize is able to effectively make your content
liquid. This will make it adaptable to various situations and, therefore, easy to reuse
in different contexts distributed for a variety of display formats and communication
channels.
#3 Image Tiles - This is a trend that enables developers to display content in a pin
board style of display. Revize now offers this feature, which creates a very visually
appealing display of content, such as pictures or social streams. Image tiles also help
promote engagement by encouraging site visitors to comment or reply to items from
directly within the image tile. This is an especially useful option for web pages
promoting tourism.
#4 Parallax Scrolling - This is a highly advanced, innovative design technique for
sophisticated websites. Parallax Scrolling allows Revize to build websites in multiple
layers, with content that moves across the screen at different speeds as visitors
scroll. This unique design technique is very visually engaging and can help improve
time-on-site metrics.
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#5 Innovative Typography - This plays a very important role in website design,
image and branding, and is especially important for maximizing the look and feel of
the website when accessing it from mobile devices. Our designers are experts in
effective typography and take many factors into consideration when selecting the
type of fonts, font sizes, and colors to be used for a website.
#6 Social Feeds - With the proven ability to strengthen and deepen interpersonal
connections, social networks present a wonderful opportunity for government
organizations to increase community engagement and make governments more
accessible to the people they serve. One method already mentioned for improving
social activity is using pin boards; another is creating a social area or social wall that
combines activity from multiple social networks, like Facebook, Linkedln, YouTube
and Pinterest. Revize offers a comprehensive line of popular social media
applications and networking.
"Over the past 20 years, Revize
has mastered the art of designing
government web sites."
Key Phase Objectives & Deliverables:
The following steps are followed while designing new sites
• Establish Needs and Creative Direction: Understand your objectives and
requirements, and provide recommendations for effective online branding
pertinent to your requirements, existing branding and your web audience's
needs. The Revize designer will also conduct his own research in order to capture
the character and "feel" of your area, which will inspire ideas for the overall
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design direction of the website.
• Main Menu Navigation & Home Page Wireframes: Work with you to establish
a main-level navigational architecture and identify key items accessible from
your home page. This establishes a baseline for the navigational structure, as
well as the preferred content structure (wireframe*) for the home page.
• Page Layout and module placement: We will follow all the best practices to
layout the different features and modules so that they can be easily accessed
by your residents. For example, on the home page there will be sliding picture
gallery and quick link buttons for Notify Me, Report a Concern, Document
Center, FAQs etc. Also the news and announcements module and events
calendar would be integrated into the website, along with the Social Media
Center.
Please Note: The home page Wreframe° will simply serve as a realistic
guideline in terms of content placement, but will not include the final text
nor final imagery for this phase. Please see a sample Wreframe to concept
development snapshot in the next page.
1
1 YV
i
Did you know?
Revize will provide a 100% from scratch design with a satisfaction guarantee!
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Wire Frame to . . ro.. ..,.�.. ..o.. ....n..... ........n Kr...,�. ...�, 0000
Concept
i
• Design Deliverable: The design
concepts for this phase will be "`' :A�'a!
based on one or possibly two home o
page layouts. The client will review F
and provide design feedback to
the designer for changes. Revize
asks that clients have no more ►,; '. E,•e
than three iterations of changes CONTRACTING COMMISSION EMPLOYMaNT COMMUNITV QUICK LINK
up to the point that the final
concept is approved.
• Final Home Page Sign Off: v EREI I
When all changes have been
made, Revize will present your TITLE/HEADLINE
final home page design and
layout for approval. Customer ��
approval is required to proceed
to the next phase, the inner
pages of the website, and the
process repeats itself before the NEWS & NOTIFICATION CENTER ...,..
a..'Il1f.An.. S.ippng r mf Esfef. <ommumfy Envirmmenf 1�
actual HTML & CSS is written.
• Final Inner Page Sign Off: When
all changes have been made, News Story Headline News Story Headline News Story Headline
or Article Title 1 or Article Title 2 or Article Title 3
Revize will present your final inner _
page designs and layouts for
approval. Customer approval is
required to proceed to the next UPCOMING EVENTS PROGRAMS
phase, when the actual HTML &
CSS is written.
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Phase 3: Template Development, CMS Integration
First, the Revize development team will transform the approved designs from mere
pictures into fully-functioning HTML/CSS and Revize Smart Tag enabled web page
templates using the Revize Dreamweaver Extension. The Revize Smart Tags are fully
customizable and allow customers to expand functionality as needed. To maximize
this extensibility, the full Revize Java API is provided to clients with our Advanced
Training Program.
Phase 4: CMS Modules Setup
In this phase, all of the features and modules the client has requested will be set up,
e.g. calendar, document center, picture galleries, alert center, e-Notify, etc. are all
brought to life and made functional while also being tested in the Revize CMS. Revize
enhances current modules and adds new modules continuously, and you will receive
all future updates to modules at no additional cost.
Phase 5: Custom Functionality Development & QA Testing
In this phase and according to your specifications, custom functionality of existing
CMS modules, database scripting and programming, as well as any custom
application development will be executed. The Revize development team will be
interfacing directly with your technical staff to obtain information and test
information exchange and application functionality.
This phase may overlap phases 2 - 4.
In our testing phase, we ensure that your website meets functionality, performance
and security standards. Our QA team uses mock data to test navigation and
interfaces of the templates, along with any custom developed applications or
modules. Additionally, through a series of tests, we perform input validation to
ensure that security mechanisms cannot be bypassed if anybody tampers with data
he or she sends to the application, including HTTP requests, headers, query strings,
cookies, and form fields. We also ensure that when errors do occur, they are
processed in a secure manner to reduce or eliminate exposure of sensitive
implementation information.
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Phase 6: Content Development / Content Migration
Revize will develop all of the pages for your site to make the initial content available
upon site deployment. Our content development and migration experts use the
latest standard formatting practices to develop the navigation and create the most
effective content possible for your website. This includes spelling and style
corrections into the new website.
There are no limits to the number of pages you can
create after you have gone through training.
Revize will implement an effective website architecture with the latest technology
and usability trends so your website visitors can find information in an instant. We
will also assess your current website content and incorporate what you currently
have with additional content to maximize interest and excitement for your readers.
Our content experts are educated in proper writing and terminology, and will use
correct grammar, spelling and punctuation.
Our web designers use creative typography which makes the website more visually
appealing and also plays a role in defining the hierarchy of content to be placed on
the web page. Variations in size and color are used, as well as strategic placement on
the page to highlight certain site areas so the visitors can easily navigate the site.
Effective typography also ensures that your website will look good on desktop,
laptop, mobile and tablet devices.
Phase 7: Training Your Staff (in-person or web based training)
Once your website is ready for you to begin editing, you will be able to easily revise
your content as often as needed. Revize will train you on how to operate the
Administrative and Content Editor functions so you can manage your website. We
typically provide this training on-site; however, we can also provide on-line training
for your staff if you prefer. For your convenience, training materials can be
downloaded from the Revize website. After training, our friendly and responsive
support staff is always here to answer questions and provide training refreshers as
needed.
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Standard Training Agendas
Basic Administrator Training (How to)
• Sign-in
• Create users
• Assign roles
• Set page level permissions
• Set section level permissions
• Configure and set up workflow approval process
Content Editor Training (How to)
• Sign-in
• Edit page content
• Copy/paste content or add new
• Create a file link
• Create a link to another web page or external web site
• Create a new page and link to it
• Insert/update a picture
• Insert/update a table
• Spell check
• Save and Save as Draft
• History of the page content (content archive)
• Create a survey form or any other type of online web form
• Create navigation pages (top/left menus)
• Create new calendar and create/edit calendar events
• Edit metadata
Advanced Administrator Training (How to)
• Run back-end reports
• Run Google Analytics reports
Training on use of specific Modules included, such as
• Emergency Notification Center
• Public Service Request App
• Web Calendar
• E-Notify
• Quick Links
• Document Center
• Form Center
• News Center
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• Frequently Asked Questions
• Request Center
• Bid Posting Center
• Job Posting Application
• RSS
• And more....
Revize Maintenance Covers
• 4 CMS upgrades per year
• Software and modules upgrades (Automatic Install)
• Server Hardware & OS upgrades
• Immediate bug fixes/patches
• Round the clock server monitoring
• Data Center network upgrades
• Security and antivirus software upgrades
• Firewall and router upgrades
• Bandwidth and network infrastructure upgrades
• Remote backup of all website assets
• Tape backup of all website assets
• Quarterly newsletters on major feature updates
• Regular Webinars on CMS features and usage
e
i
Did you know?
Revize has launched hundreds of municipal and county websites large and small!
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Phase 8: Final Phase: You Go Live!
At last, your website content is complete and your staff is sufficiently trained! The
final phase in the process is to redirect your website domain name from your old site
to your beautiful new one. Once this is completed, Revize will closely monitor the
transfer for the first 24 hours to ensure that everything is working properly. Any
issues that arise will be immediately resolved.
Marketing & Ongoing Consultation
Revize seizes on every effort to make our clients' sites highly visible. We draft press
releases for posting on our website and for distribution locally, and will continuously
monitor your site after it goes live so that you can take advantage of all marketing
opportunities. We also look to submit your site for different awards and recognition
competitions to further maximize your site's exposure.
Search Engine Registration and Marketing
Revize will input all the targeted keywords to make your web pages search engine
friendly, thus enabling users to find targeted information when they do a Google,
Yahoo or any other search on your site.
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Revize Cloud Hosting, Disaster Recovery, & Security
Resilient Hosting:
Revize uses Amazon Web Services (AWS) Hosting Infrastructure that is offered in
multiple Regions in the United States and around the World. Each Region is a
separate geographic area completely isolated one from another. AWS Regions are
connected to multiple Internet Service Providers (ISPs) and to a private global
network backbone to offer lower cost and more consistent cross-region network
latency when compared with the public internet
A region has multiple, isolated locations known as Availability Zones (AZ).
Availability Zones are inter-connected through low-latency links. A Virtual Private
Center (VPC) spans across multiple availability zones.
Cloud Computing
Region - Collection of Regional Data Centers
---------------------------------------------------
VPC - 10.0.0.0/16
Availability Zone- Availability Zone-
Data Center 1 Data Center 2
Subnet 1 - I I Subnet 2- I
10.0.2.0/24
I II I
' I I
I instance I I instance
I II I
-- - -- - ,
----------------------------------------------------
Revize Web Sites are hosted on a Virtual Machine running Windows Server operating
system with Internet Information Service (IIS) as a Web Server. Virtual Machine is an
EC2 instance in AWS terms is hosted inside a VPC in an availability zone of a pre-
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selected region. A number of EC2 are provisioned in multiple locations across the
United States inside a Virtual Private Center isolated from the Internet and the rest of
Amazon Web Services infrastructure to offer faster access to the end-users and to
minimize the impact of an outage, whether of a specific EC2 instance, an availability
zone or an entire AWS region.
Disaster Recovery:
Windows Web Server virtual disk or EC2 Elastic Block Storage (EBS) is backed up on
evey night at 10 PM EST. Additionally, the snapshots or virtual disk backups are
subsequently automatically copied between regions to enable cross-region recovery
capabilities.
Should a Web Site hosted by Revize and monitored in automated fashion become
unavailable, another EC2 instance can be restarted. When that proves insufficient
EC2 instance will be reprovisioned in the same availability zone, a different
availability zone, or, in a different region using the latest snapshot in the matter of a
couple of minutes.
The incoming request, from the Internet traffic, is bound to a static IP address or
Elastic IP in AWS terms that leverages NAT to forward traffic to a running EC2
instance private IP address. In the case of an EC2 instance re-provisioned in the same
region, whether in the same or a different availability zone, Elastic IP is re-assigned to
the new EC2 instance.
Elastic IP is represented to the public internet using CName or A-Host domain name
services entry. In case of an EC2 instance or an availability zone failure, no
adjustment to domain name service is required. In the case of a regional, wide-spread
AWS outage, an EC2 instance is reprovisioned in a different region, re-using the
latest snapshot preserving the content as of the last automated backup. However, an
Elastic IP is specific to the region and, therefore a change to CName or A-Host
configuration is required to point to the disaster recovery regional Elastic IP.
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End-User cok
Region: us-east-1 Web I owser Region: us-east-2
AZ: us-east-1 a AZ: us-east-2a
1
L
ima EC2 DR EC2
eb erver The Internet Web Server
Elastic IP Elas is IP
Automat d Backup Sna hot
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(i
III
DNS Admin
Cross-Region
DR EC2 Snapshot Copy DR EC2
Web Server Web Server
Revize Disaster Recovery Infrastructure Diagram. AZ stands for Availability Zones
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Security
Revize takes website security very seriously and we provide our clients with the very
best website protection protocols. Our data centers are located on secure premises
equipped with card-reader access, security cameras and guards on duty 24/7 to
ensure the physical protection from unauthorized entry.
Revize/AWS complies with SOC 1/ISAE 3402, SOC 2, SOC 3, FISMA, DIACAP, and
Fed RAMP, PCI DSS Level 1, ISO 9001, ISO 27001, ISO 27017, ISO 27018 and other
programs. Revize is responsible for securing the content, access to the content on
the web server, to snapshots, configurations and infrastructure as a whole.
Our web and network administrators monitor network activity 24-hours-a-day to
ensure system integrity and protection against threats such as Denial of Service
(DoS) attacks that could corrupt your website or block user access. Maintaining the
secure configuration of our web servers is managed through application of
appropriate patches and upgrades, security testing, vulnerability scans, monitoring of
logs, and backups of data and OS.
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Security Controls, SSL, and Active Directory (LDAP)
• Anti-malware software such as antivirus software, anti-spyware software, and
rootkit detectors
• Shield Plus Security Bundle to prevent DDoS attacks
• Intrusion detection and prevention software (such as file integrity checking
software)
• Host-based firewalls to protect CMS servers from unauthorized access
• Patch management software
• Security and Authentication Gateways
• Content filters, which can monitor traffic to and from the web server for
potentially sensitive or inappropriate data and take action as necessary
• HTTPS (Hypertext Transfer Protocol over SSL), which provides encryption and
decryption for user page requests that require more secure online transactions
• SSL (Secure Socket Layer) provides an encrypted end-to-end data path
between a client and a server regardless of platform or OS
• If you have an existing SSL Certificate we can transfer it to the new website.
Otherwise, if included, we will install a new SSL Certificate upon go live.
• Active Directory (LDAP) is computable with the Revize CMS. It can be set up
in a variety of configurations. As part of the process we will work with you to
determine which configuration will best meet your needs.
Application Security Authentication
• Role-Based Security: Role-based authentication to add individual user
accounts and assign them system roles like Editor, Developer, Administrator,
Workflow Approvers, etc., or department roles and empower the department
to assign specific roles to users.
• Permission-Based Security: Ability to set up Content Owners/Editors and
restrict which site pages they are authorized to update
Global & Department Workflow Management:
Create workflow management and approval
processes where authorized department
personnel become approvers
Did you know?
r Revize will host your website and CMS in
at least two completely separate
geographic locations!
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Maximum Response Times
• 1 hour for crisis issues
• 4-6 hours for critical issues
• 24 hours for normal issues
Revize Support
• 8 a.m. - 8 p.m. EST Phone Support (Monday thru Friday)
• 24X7X365 Portal & Email Support
• Dedicated support staff to provide assistance and answer all questions
• New and existing user training
• Training refreshers
• Video tutorials and online training manual
• Automatic integration of enhancements
• E-Newsletter module support
• Automatic upgrades of CMS Modules such as Calendar, Document Center,
etc...
Software Maintenance
Revize rolls out two new versions of the Revize CMS, and six to eight product
updates every year. The Revize CMS is continuously enhanced to keep pace with
cutting edge technologies and industry trends. When a software update or new
version is rolled out, Revize will automatically update all servers used by our
subscription service clients.
"As a Revize client, you will receive full
access to all enhancements to the core At
components and modules in the
r
F
Revize CMS at no additional
charge."
ti
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Revize Website Analytics
Revize has Custom APIs for Google Web Analytics that is integrated in each of our
client's websites. Analytics makes it easy to understand how your site and app users
are engaging with your content, so you know what's working and what's not. Revize
CMS dashboard for Analytics provides an overall picture of how residents are
interacting with your site, which pages/documents are being viewed most, how
much traffic you are getting in your site across different geographic regions etc. You
can filter and download all sorts of analytics reports for your IT Team and
Management to analyze the data and effectiveness of your website content and
services offered. Below is a graphical view of our analytics dashboard interface, the
data shown is for our own website but this will be replaced by your site data when
it's integrated.
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Revize Techndogy Architecture
The Revize Government CMS is a standards-based, open architecture software
product without any proprietary restrictions. Revize uses leading technologies to
avoid integration problems with existing systems and comes complete with its own
Integrated Publishing Engine, Embedded Relational DB, JSP/Servlet Engine, and
Application Server.
Revize Intelligent Publishing WCM
Web D-1,per Revize CMS Flrewall Web Server Visitor Access
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Revize Government CMS User Interface
1. Revize CMS User Interface Home Page
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2. Users simply browse to a page that they want to edit, select the Login button,
and then insert their Login Name and Password into a login screen as shown below.
revize.
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3. Edit buttons appear on the page after the Login executes. Based on users
roles/permissions, the appropriate buttons are displayed.
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4. The input form appears as shown below. Content Editors can change banner, page
heading and the content displayed in the center of the page. Notice the content is
changed using a "Word Like" editor.
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After the page is "saved", the page can be sent to an approver for review or
immediately published to the web site.
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Revue Organizatbn Chart
Chief Executive
Officer
sales&Marketing Chic/Tec Nnoloyy
Director Officer
Sales 8 Marketing
- Staff Support Manayer
Fina nclal Mann 9er Web Development
Manager
Web Design Manager
Software Manager
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Why Choose Rev '� ze?
We Have Government Specific Experience and Outstanding Client Testimonials
You can rely on Revize and our 20 years of experience building and maintaining
websites for municipal, county and government agencies of all sizes throughout
North America, to deliver a customized site design that improves layout, navigation,
usability and content. Using Revize ensures that your website will be reliable, W3C
and ADA compliant, and allow for easy integration with existing or future web
applications and third-party software. But there's no need to take our word for it --
we encourage you to peruse our massive file of testimonials from our many satisfied
clients.
We Will Build a Government Communication Center that Works for Your
Community!
The Revize website design, Government CMS and interactive tool sets have been
developed exclusively for our government clients to help them effectively
communicate with their key target audiences such as residents, businesses and
visitors. Some of our most popular website and Government applications and
modules include: a new and improved Online Calendar, the comprehensive Forms
Center, our News Center with real-time social media connectivity, Emergency Alerts,
E-Notifications, Citizen Request Tracker, Parks & Shelter Reservations System,
Document Center, and Online Payment Portal.
"We Build Superior Technology
into Every Website with CMS
Performance & Reliability That's
Second to None."
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What sets Revize apart from other companies? Revize's superior technical
architecture, unsurpassed staff expertise and highly effective publishing engine
provide our government clients with the most reliable website solutions in the
industry today. By ensuring our client's data security and providing redundant server
architecture and back-up data centers, Revize has a nearly 100% up-time rate. Plus,
our clients never have to worry about data loss or data corruption because of our
instantaneous back-up process and our data center's tape back-up processes. Revize
believes that investing a higher percentage of our profits into our technology and
security makes us the best choice for the short and long term for governments
seeking the best value for their community's website.
"We Always Provide Knowledgeable,
Friendly and Responsive Service!"
All this, and a reliable IT partner too! Our website development is superior, and our
Government CMS and suite of online apps is easy to learn and administer, but our
24/7 technical support will also be there for you to help you get over the hurdles!
Our technical support team is widely considered to be among the industry's best. We
also provide a sophisticated backup infrastructure which allows us to guarantee
99.99 percent uptime. Plus regular updates and improvements to ensure that your
site will remain current with industry standards and keep running smoothly for years
to come. The Client Owns the CMS License and the Code!
We often hear the question: "What happens if we want to move the website to
another vendor? Do we lose all access or any of our website data?" The answer is
100% NO! As our client, you own the template source code, the CMS, and any data
that you put onto the website. We understand that clients may come and they go,
but we always make sure they know they are just as important to us at the end of our
tenure as they were at the beginning. If you decide to run the CMS in your own
server, we can transfer the CMS license and software to your server as you own the
license and you can run it from your server as long as you want.
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Top Reasons Why Revize gives you the Greatest Value!
• Modern, timeless and unique website design integrated with online Government
apps
• On-time delivery
• Competitive pricing
• Responsible stewardship of the organization's stakeholders
• Full functionality to update and manage your website
• All the tools/apps needed to increase communications with citizens
• An easy CMS to train employees quickly
• Extended phone and email support
• Unlimited Upgrades: Revize provides unlimited upgrades to new and existing
modules at no additional cost to you. Once you invest in Revize, you will receive
free upgrades and feature enhancements for life.
"The Revize responsive website design is second to
none for us providing an excellent experience for the
growing number of residents, visitors and businesses
accessing WylieTexas.gov on mobile devices. Our
website's
progressive look captures the vibrant culture
of our community.
— Craig Kelly, Public Information Officer, City of
Wylie, TX
Did you know?
Revize CMS is one of the most advanced
CMS in the government web design
industry with over 15 years of
development.
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Awards & Acco a d es
"The project was a collaboration between Revize, who
understood our vision and had the technical expertise to
make it happen"
- MaryLee Woods, Deputy Chief Information Officer for the City
DE M N40
DES MOINES
_ CV!llMwMn1H1 e2YIXM!
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NEWS & EVENTS
MDSMCIfY S
• •
BFST OF
CATEGORY
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Included Features
The Following Applications & Features will be integrated into Your Website:
In addition to the Government Content Management System that enables non-
technical staff to easily and quickly create/update content in the new web site,
Revize provides a suite of applications and features specifically designed for
municipalities. All of those apps and features are fully described in the following
section. The applications and features are grouped into five categories:
• Citizen's Communication Center Apps
• Citizen's Engagement Center Apps
• Staff Productivity Apps
• Site Administration and Security Features
• Mobile Device and Accessibility Features
Citizen's Communication Center Apps
• Notification Center with Text/Email Alerts
• Bid Posting
• Document Center
• Email Notify
• FAQs
• Job Posting
• Multi-use Business Directory
• News Center with Facebook/Twitter Integration
• Online Forms
• Photo Gallery
• Quick Link Buttons
• Revize Web Calendar
• "Share This" Social Media Flyout App
• Sliding Feature Bar
• Language Translator
Citizen's Engagement Center Apps
• Citizen Request Center with Captcha
• Citizen Connect (Community Blog)
• Curated "Smart Search"
• Online Interactive Forms with Bookables (Public Records Request App)
• Online Bill Pay
• Public Service Request System
• RSS Feed
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Staff Productivity Apps
• Agenda Posting Center
• Job Posting App
• Image Manager
• iCal Integration
• Intranet
• Link Checker
• Menu Manager
• Online Form Builder
• Staff Directory
• Website Content Archiving
• Website Content Scheduling
Site Administration and Security Features
• Audit Trail
• Auto Site Map Generator
• History Log
• URL Redirect Setup
• Roles and Permission-based Security Mode
• Secure Site Gateway
• Unique Login/Password for each Content Editor
• Web Statistics and Analytics
• Workflows by Department
Mobile Device and Accessibility Features
• Font Size Adjustment
• Alt-Tags
• Responsive Website Design (RWD)
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Revize Support hdudes
• 8 AM - 8PM EST Phone Support (Monday thru Friday)
• 24X7X365 Portal and Email Support
• Staff provides assistance and answers all questions
• Dedicated support staff
• New/existing user training
• Free Training Refreshers
• Video tutorials and online training manual
• Automatic integration of enhancements
• E-Newsletter Module support -
• Automatic upgrade of CMS modules, such as
Calendar, Document Center, etc.
• Four major CMS upgrades per year
• Software and modules upgrades (automatic ► -
install)
• Server hardware and OS upgrades
• Immediate bug fixes/patches
• Round the clock server monitoring
• Data Center Network upgrades
• Security and antivirus software upgrades
• Firewall and router upgrades
• Bandwidth and network infrastructure upgrades
• Remote backup of all website assets
• Tape backup of all website assets
• Quarterly Newsletters on major feature updates
• Regular webinars on CMS features and usage
Did you know?
Revize updates your Content Management System an average of 4 times per year!
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ClUzen 's Communication Center
APPS
DOCUMENT CENTER APP
Revize helps clients save thousands of dollars each year in employee time and
resources with our Document Management Center. Using this module you can create
and archive the documents your site
visitors need: applications,
brochures, manuals, policy and data ► • . �•
sheets, research papers, meeting
minutes, and more. By providing all DOCUMENT CENTER
of your documents online, your site
visitors can access them 24/7 - -
usually within two clicks -- and you
won't incur any printing or postage
costs.
FAQ
FAQ's make it easy for site visitors to find answers to common questions and will
greatly decrease the number of calls
coming into your switchboard each
day. In fact, within six weeks of a
_ II
Revize website launch, our clients
typically experience a significant
decrease in the number of daily ® o
phone calls... some by as much as _
23%! �•
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E-NOTIFY
Many of our municipal clients include an email/text notification option on their
Meeting Minutes and Meeting
Agendas pages so that interested
�ao
citizens can sign up for automatic
updates anytime there is a new 177 posting.
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JOB POSTING
Revize's job postings app allows your site visitors to view and apply for open
positions online. Postings are removed automatically based on the job expiration
date input by your HR personnel. You can provide as much detail as you like and link
to or upload any number of files that
fully describe the job position. Best
of all, with the form fill interface, new _
openings can be posted in minutes i; iii,r __
by non-technical staff.
JOB OPPORTUNMES JOB OPPORTUNITIES
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QWUMS
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INTERACTIVE MAP
Not only does the Revize CMS ensure that your site is easy for visitors to navigate,
we've made it even easier for them navigate the real world surrounding your
location. Specific buildings, parks, bike paths, mass transit stations, nearby
businesses, tourist attractions,
parking lots, voter polling locations, KENTWOOD
and more are incredibly easy to _
identify with the familiar Google
Maps highlighted with Pins.
CALENDAR APP
The Master/Sub Calendar provides an easy-to-use tool to enhance usability and
encourage the communication of events both internally and externally. It provides
visibility and transparency into
activities, meetings, and events with
a visually appealing display and easy
to find event contact information. * A&
The ability to insert recurring events °
saves time by allowing you to create q (°) 4
the event once then repeat me
s
C.ALLNn;\I.
automatically; great for Board and m®
City Council meetings. °
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NOTIFICATION CENTER
You can't fool or control Mother Nature. But you can protect members of your
community from her wrath. Posting e
mergency notifications on your home page, any other page, or throughout your site,
this module allows your content editor to accurately explain the situation and
instruct members of your community on the next steps to take.
BID POSTING
The Bid Postings App provides a simple and easy-to-use method for organizing and
presenting bids, RFPs and RFQs online for vendors or local contractors interested in
providing products and services to your community.
BUSINESS DIRECTORY
Ideal for municipalities, chambers of commerce or any membership organization, this
module allows you to easily create and maintain a searchable directory for either
members or businesses within the website. Listings can be added, removed and
categorized by non-technical staff in a simple table interface.
NEWS CENTER WITH FACEBOOK INTEGRATION
Many of our municipal clients include an email/text notification option on their
Meeting Minutes and Meeting Agendas pages so that interested citizens can sign up
for automatic updates anytime there is a new posting.
ONLINE FORMS
Using this module, you can create -- from scratch -- an unlimited number of online
forms on any page of your site using various field options such as long answers, radio
buttons, drop-down lists, multiple choice, etc. Having online web forms provides a
quick and easy alternative for users to communicate with you and provide important
feedback, opinions or complete tasks online. These forms can be used to have web
visitors contact you with questions, comments and requests, give feedback,
volunteer, or to sign-up for various events, activities or programs.
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QUICK LINKS
The Quick Links module allows site visitors to navigate to their areas of interest,
much like FAQs. Examples for users: Where do I... Get Registered for Summer Camp
Where do I... Get a Marriage License.
SHARING APP i
Provides a one click drop down to multi-social media and utility
buttons. A common widget used on the web, it is intuitive and
easy to use.
SLIDING FEATURE BAR
This feature is a mainly for visual appeal. It helps to break • ��
up pages with an interesting slide bar that can be populated
with any subjects or areas that you want to draw attention to. _
For example, you may want to feature Parks & Rec, Landmarks
and Tourist Attractions.
TRANSLATOR
Revize integrates the Google Translator into your website
templates and translates from English to over 40 other
international languages. Provides users a large visual display at
the top of the web page to choose any language to convert
the text into.
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ClUzen 's Engagement Center
APPS
PUBLIC SERVICE REQUEST APP
This app allows residents to submit requests based on a map view. Each time an
issue is submitted, a staff member will receive an email notification. From there they
are able to respond directly to the requests. Photo submission, automatic esclation,
mobile app integration, and archived reporting make this one of our most powerful
features!
CITIZEN REQUEST CENTER
This app allows customers, residents, participants, students, or any website visitor to
post requests online. By the use of a drop down menu, individuals can forward the
request, idea, or comment to the party of interest. That item is then forwarded via
email to the proper recipient. You can add or delete department names as well as
individuals in the drop down menu at any time. Captcha is integrated to ensure each
request is genuine and not a Spam.
PUBLIC RECORDS REQUEST TRACKER
This app allows public to order copies of the public records maintained by a
municipality. The request is routed to the record custodian within a department and
automated response is generated with a unique tracking number. The system allows
the full tracking, correspondence and online handling of all types of public record
request. The record request form is very flexible and customizable for every
municipality.
CITIZEN CONNECT
This app helps open up the lines of communication between administrators and their
constiuents, increasing transparency and contiuent interaction. It is a blog that
features the option to allow constiuent comments for feedback (comments can be
moderated before being published to the website).
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Revize Government Websites Proposal
PARKS RESERVATION
This app allows the display of parks shelters and their amenities and to
manage their availability to the public. A website visitor can search
for facilities by type available, review the amenities for each
facility and easily reserve the facility including the SIP
option to pay for its use.
ONLINE BILL PAY 1
Allows clients to set-up secure on-line payment —
processing for credit card transactions. Can
be used for utility and tax payments; O
Purchasing items on-line; or making donations _to non-profit organizations.
RSS FEED
Site visitors will be eating out of the palm of your
hand with our RSS feeds module. Revize's CMS allows 000w
customers to generate RSS (Real Simple �-
Syndication) feeds for any genre of news or -
events. RSS feeds are a trusted way to
communicate important information to site
visitors while ensuring that they remain
engaged with your organization and
regularly return to your site.
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Staff Productivity Apps
AGENDA POSTING CENTER
Using this app, you can upload agendas, meeting packets, meeting minutes,
proposals for review, and more, all into one area on your website for easy access and
review before, during, or after each meeting. Old meeting agendas and information
are archived per meeting for quick access at any time.
JOB POSTING APP
This app allows you to post a job and receive resume submissions online. Candidates
can fill in all the fields and submit the job application online. Once the job application
is submitted, a link to the filled in application form will be emailed to the responsible
HR person which they can view, print and file for their records.
IMAGE MANAGER
Allows approved staff to upload images from their computer or network folders. This
very simple interface allows you to upload new pictures and stores uploaded pictures
for reuse. Each department can create their own image folders and organize image
libraries by department. Also, obsolete images can be deleted from the image library.
I NTRAN ET
Provides a Dynamic CMS-enabled area with secure login to build out an entire
Intranet for employee specific information only. It benefits your employees to have
an internal organization landing page that can be updated with news, events, alerts
and many of the same modules used on the extranet.
LINK CHECKER
When a new link is created, the Revize system checks if the URL (link) is valid or not.
If not, an error message will be displayed. This benefits the Content Editor by double
checking bad links before they are saved on your website.
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Revize Government Websites Proposal
MENU MANAGER
Allows approved content editors to add or edit site-wide top navigation, department
or section specific links (e.g. left or right navigation). This feature gives you control
to change and update the Navigation menus of your website for continuous
improvement.
NEWS LETTER APP
The system allows non-technical staff to build attractive, informative newsletters and
disseminate them with one click to everyone on your distribution list. Activity metrics
include emails sent successfully to help you validate email addresses. The application
provides the ability to import contact lists, upload images, add groups, assign
contact lists to groups, as well as export lists.
ONLINE FORM BUILDER
Having online web forms provides a quick and easy alternative for users to
communicate with you and provide important feedback, or complete tasks online.
These forms can be used to have web visitors contact you with questions, comments
and requests, give feedback, volunteer, or to sign-up for various events, activities or
programs.
WEB CONTENT ARCHIVE
Your site history will never be a mystery because all content edits for your site are
archived on the Revize CMS database. Your content editors can click on the History
button to view previous versions of a particular page or content block from your site.
WEB CONTENT SCHEDULE
This feature eliminates the possibility of having dated or past events being promoted
on your site AFTER the event has passed, thus potentially undermining the perceived
accuracy and currency of the site's content in the minds of your audience.
Revize Government Websites Proposal
AUDIT TRAIL
This is a powerful administrative tracking tool that provides reports on the content
change activities of any webpage within the system. The administrator can gauge
how often the site is updated, which departments are most active; and also use the
audit trail for recovery of data if necessary.
AUTO SITEMAP TOOL
Revize CMS provides this tool to automatically generate a sitemap. Anytime a new
page is added or deleted from the system, the sitemap will republish to show the
change. An up-to-date sitemap is very critical to boost the ranking of your website in
different search engines.
HISTORY LOG
Administrators can view all the archived versions of any web page and restore any
old/archived page. It is a very useful feature for referring to any archived legal
documents or press releases.
ROLES/PERMISSION SETUP
Our CMS uses a role based authentication system where you can add individual user
accounts and assign them system roles like Editor, Developer, Administrator,
Workflow Approvers etc., or you can add roles for each department and assign
department-specific roles to each user.
SECURE SITE GATEWAY
Provides a secure login area for either users of an intranet or users to access
information not available to the general public. Once users are set-up with a secure
login ID, they can manage their own password changes as necessary.
WEBSITE STATISTICS
Revize integrates Google's Web Analytics tool to track number of site visits, website
traffic sources, etc. Your website administrator can run various reports to collect
important data on the usage of your website.
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WORKFLOWS BY DEPARTMENT
Provides a method for Supervisory Oversight of content updates. The process allows
an authorized "approver" to compare the current page with the proposed new page
content (side-by-side) for easy review and comparison.
"Our innovative solutions are
custom-tailored to meet the needs
of each individual client."
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I
Did you know?
Revize installs new features into your content management system on a rolling basis!
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Mob e Dev 'ce a n b Accessibifty
APPS
ALT-TAGS
Use of alt tags for images, a required part of the Revize CMS
image manager feature, allows vision impaired ;
individuals to understand the content of the
j
image. �y
FONT SIZE ADJUSTMENT
Provides the ability for users to change \
font size by clicking button to reach their
desired size. Helps those with low vision to
easily read information on your website.
RESPONSIVE WEB DESIGN - 1
�i
Revize uses pixel rendering Responsive Web
Design to accommodate better viewing of text
and graphics for any size screen, i.e., smart
phones, tablets, iPads and iPhones.
on
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Attachments
Attachment A
Attachment "A"
NON-COLLUSION CERTIFICATE
Texas
STATE OF )
ss.
Wallor
COUNTY OF )
The undersigned,being duly sworn,deposes and says that the person,firm,association,co-partnership or
corporation herein named,has not,either directly or indirectly,entered into any agreement,participated in
any collusion,or otherwise taken any action in restraint of free competition in the preparation and submission
of a proposal to Mason County for consideration in the award of a contract on the improvement described as
fol lows:
RFP#15076-Website Redesign Project
Revi_e LLC
Name of R �)
By
(Authorized Signature)
Title: CEO
2024
Sworn to before me this latn day of May
Notary Public
ShNDI Falcon
O '
•�= ID nUM13lN
Notary Public,State of Texas
p/<0% :cIMMISSIOH EXaRES
I July d.PU15
CORPORATE SEAL:
Electronically signed and notarized online using the Proof platform
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Attachment B
ACOIlk� P CERTIFICATE OF LIABILITY INSURANCE DATE(NMlDOnVYY)
12114,2023
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND. EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on
this certificate does not confer rights to the certificate holder in lieu of such endorsements.
PRODUCER CONTACT
NAM_ _
Insurance Providers or Michigan,Inc. PHONEI ,, 1; 248-325-9469 I Net. 248-504-5580
3001 W.Big Beaver Rd.Suite 117 E-MAIL tdinsurance vide
-ADDRESS: t� rs®gmall.com
INSURER48IAFFORpN6 COYlRAG! _"CS
Troy - MI 48084 OW-MMA: Hartford Insurance Co.
INSURED Rev MOUNM a:
ue,LLC -
1890 Crooks Rd NSURERC:
Troy MI 48084-5506 INSURER D:
INSURER E:
INSURER F;
COVERAGES CERTIFICATE NUMBER: 20230815105141145 REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED. NOTWITHSTA.NDNNG ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN.THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
_ EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
am LTR TYPE OF INSURANCE AIrma).WvDDOL 8V611�MBER POLICY r y POLICY YY LRNTB
X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE S 2.000.000
CLAIMS-MADE IX OCCUR PDAMAGE
MlSEs a 1.000,000
- - MED EXP me person) a 10,000
A _ 35SBAAZOAOF 09/10/2023 09/1012024 PERSONAL 8 ADV INJURY a 2.000,OW
GENT AGGREGATE LIMIT APPLIES PER GENERAL AGGREGATE a 4.000.000
X IPOLICY JECT LOC PRODUCTS-COLproPAre a 4,000.000
OTHER: a
AUTOMOSILELIANLITY SINGLELIMITMe seddenl a 1,000,000
ANY AUTO BODILY UNARY(Per person) a
B AU os 0r�vh
AUYO6 �D 35SBAAZOAOF 09/10/2023 0911012024,BODILY IwutY(Por acoMM) a
XHIRED NON•OlYNEO PROPERTY DAMAGE
AUTOS ONLY AUY06 ONLY seca
a
UMBRELLA LW X OCCUR EACHOCCURRENCE a 1.000,00D
w CLAIMSA"DE 35SBAAZOAOF 09/10/2023 09/10/2024
�/ _ AGGREGATE s 1,000,000
EXCESS 1DEO X I RETENTION S 10.000
OTW
a
V/ORIQItS COMPENSATION PER
AND EMPLOYERS'LIABILITY YIN T - ER -
D O�E N*MBOEREXCLUDED ECUTNE O MIA 35WECAZOABB 0911012023 09/10/2024 E.LFaCHACCIDENT a 1,000,000
(MenNeery In NM E.L.DISEASE-EA EMPLOYEE a 1.000,000
11 yS eeselbe er der
DESCRIPTION OF OPERATIONS below I E L DISEASE-POLICY LIMIT I S 1,000,000
E Professional liability 8 Cyber liability Per claim $2.000.DDO357E561865 09/102023 09/10/2024 Aggregate
52.000.000
Retention $10,000
DESCRIPTION OF OPERATIONS I LOCATIONS!VEHICLES IACORD 101,Additional R—ki Schedule,miry be eH-hed.f more apace 4 rep Wee)
Software and web design
CERTIFICATE HOLDER CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
Insured copy THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
AUTNORIZCD REAErATIVE
�i
m 1988-20 ACORD CORPORATION. All rights reserved.
ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD
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Attachment C
AFFIDAVIT OF EQUAL OPPORTUNITY & TITLE VI COMPLIANCE
Revize LLC certifies that
Respondent
1. If necessary to recruit additional employees,it has
a. Notified relevant minority and women's organizations,or
b. Hired through a union hall with an equal opportunity policy.
2. It intends to use the following listed construction trades in the work under the contract:
Revize intends to complete this project without the need to recruit additional employees.
Rev ze I, a Minority Business Enterprise
3. In sourcing subcontract work for trades listed above,it has notified in writing appropriate minority and women
contractors of bids for subcontract work.
4. It will obtain from its subcontractors and submit upon request,an Affidavit of Equal Opportunity Compliance as
required by these bid documents.
It has provided a written statement to all new employees or subcontractors indicating its commitment as an
equal opportunity employer
6. It has considered all eligible employees for promotion or advancement when promotion or advancement
opportunities have existed.
El -- - —
(authorized signature)
Title: Project Manager
Date: 5/14/2024
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Attachment D
Attachment ,,D"
MASON COUNTY NON-DISCLOSURE AGREEMENT
(STANDARD RECIPROCAL)
This Non-Disclosure Agreement(the"Agreement")is made and entered into as of the later of the two
signature dates below by and between MASON COUNTY,a Municipal corporation("COB'i,and ReAl-c-L-^
corporation("Company")and is entered into for website redesign services.
IN CONSIDERATION OF THE MUTUAL PROMISES AND CO':'ENANTS CONTAINED IN THIS
AGREEMENT AND THE MUTUAL DISCLOSURE OF CONFIDENTIAL INFORMATION,THE PARTIES
HERETO AGREE AS FOLLOWS:
1. Definition of Confidential Information and Exclusions.
(a) "Confidential Information"means nonpublic information that a party to this Agreement
(`Disclosing Party')designates as being confidential to the party that receives such
information("Receiving Party'l or which.under the circumstances surrounding disclosure
ought to be treated as confidential by the Receiving Party. "Confidential Information"
includes without limitation,information in tangible or intangible form relating to andlor
including released or unreleased Disclosing Party software or hardware products,the
marketing or promotion of any Disclosing Party product,Disclosing Party's business policies
or practices.and information received from others that Disclosing Party is obligated to treat
as confidential.For purpose of this agreement,this confidential information also includes but
is no limited to the following types of information,whether in writing or not:all
documentation,other tangible or intangible discoveries,ideas,concepts,drawings,
specifications,techniques,data or any other information including any information the
Disclosing Party obtains from another party which the Disclosing Party treats as proprietary
or designates as confidential information whether or not it is owned by the Disclosing Party.
Except as otherwise indicated in this Agreement.the term'Disclosing Party'also includes all
Affiliates of the Disclosing Party and,except as otherwise indicated.the term"Receiving
Parry'also includes all Affiliates of the Receiving Party. An"Affiliate"means any person.
partnership.joint venture, corporation or other form of enterprise.domestic or foreign.
including but not limited to subsidiaries,that directly or indirectly,controls,are controlled by
or are under common control with a party.
(b) Confidential Information shall not include any information,however designated,that: (i)is or
subsequently becomes publicly available without Receiving Party's breach of any obligation
owed Disclosing Party:I.iit became known to Receiving Party prior to Disclosing Party's
disclosure of such information to Receiving Party pursuant to the terms of this Agreement;
(iii)became known to Receiving Parry from a source other than Disclosing Party other than
by the breach of an obligation of confidentiality owed to Disclosing Party;(iv)is
independently developed by Receiving Party.
2. Obligations Regarding Confidential Information
(a) Receiving Party shall-
(i) Refrain from disclosing any Confidential Information of the Disclosing Party to third
parties for two(2)years following the date that Disclosing Party first discloses such
Confidential Information to Receiving Party,except as expressly provided in
Sections 2(b)and 2(c)of this Agreement;
(ii) Take reasonable security precautions,at least as great as the precautions it takes to
protect its own confidential information,but no less than prevailing standard of
reasonable care in the Receiving Party industry,to keep confidential the
Confidential Information of the Disclosing Party,
!iii) Refrain from disclosing,reproducing,summan-7ing andfor distributing Confidential
Information of the Disclosing Party except in pursuance of Receiving Party's
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business relationship with Disclosing Party,and only as otherwise provided
hereunder and
(iv) Refrain from reverse engineering.decompiling or disassembling any software code
andlor pre-release hardware devices disclosed by Disclosing Party to Receiving
Parry under the terms of this Agreement, except as expressly permitted by
applicable law.
(b) Receiving Parry may disclose Confidential Information of Disclosing Party in accordance with
judicial action,federal or state public disclosure requirements,state or federal regulations. or
other governmental order or requirement of law, provided that Receiving Party either(i l
gives the undersigned Disclosing Party reasonable notice prior to such disclosure to allow
Disclosing Parry a reasonable opportunity to seek a protective order or equivalent, or(ii;l
obtains written assurance from the applicable judicial or governmental entity that it will afford
the Confidential Information the highest level of protection afforded under applicable law or
regulation_In the event the Disclosing Party elects to obtain a protective order or equivalent,or
legally contest and avoid such disclosure,the Receiving Party shall fully cooperate with the
Disclosing Parry.
(c) The undersigned Receiving Party may disclose Confidential Information only to Receiving
Party's employees and consultants on a need-to-know basis. The undersigned Receiving
Party will have executed or shall execute appropriate written agreements with third parties
sufficient to enable Receiving Parry to enforce all the provisions of this Agreement.
(d) Receiving Parry shall notify the undersigned Disclosing Parry immediately upon discovery of
any unauthorized use or disclosure of Confidential Information or any other breach of this
Agreement by Receiving Party and its employees and consultants, and will cooperate with
Disclosing Party in every reasonable way to help Disclosing Party regain possession of the
Confidential Information and prevent its further unauthorized use or disclosure_ Upon
discovery of an inadvertent or accidental disclosure,the Receiving Party shall promptly notify
the Submitting Party of such disclosure and shall take all reasonable steps to retrieve the
disclosure and prevent further such disclosures. If the foregoing requirements are met,a
Receiving Party shall not be liable for inadvertent disclosure.
(e) The restrictions herein shall not apply with respect to Confidential Information which:
(i) Is or becomes known to the general public without breach of this Agreement:or
(ii) Is or has been lawfully disclosed to a Receiving Party by a third party without an
obligation of confidentiality;
(iii) Is independently developed by a Party without access to or use of the Confidential
Information. or
(iv) At the end of the period of confidentiality set forth in this agreement_
M All tangible information,including drawings,specifications and other information submitted
hereunder. by the Receiving Party to the other shall remain the property of the Disclosing
Parry. The Receiving Party promptly shall return Confidential Information,including all
originals, copies, reproductions and summanes of Confidential Information and all other
tangible materials and devices provided to the Receiving Party,and shall cease any further
use thereof. upon the first to occur of the following events:
(i) written request of the Submitting Party;
(ii) termination of this Agreement;or
(iii) completion of the purpose forwhich the Confidential Information was disclosed. In lieu
of the foregoing,the Receiving Party,upon mutual consent,may destroy all copies of
the Confidential Information and certify to the Submitting Party in writing that it has
done so.
(g) The receiving Party shall not export,directly or indirectly,any Confidential Information or any
products utilizing such data unless it first complies with any applicable laws and regulations
pertaining thereto,including,but not limited to,U.S_export laws or traffic in arms regulations_
remedies
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The parties acknowledge that monetary damages may not be a sufficient remedy for unauthorized
disclosure of Confidential Information and that Disclosing Party shall be entitled.without waiving any
other rights or remedies.to such injunctive or equitable relief as may be deemed proper by a court of
competent jurisdiction.
4. Miscellaneous
(a) All Confidential Information is and shall remain the property of Disclosing Party. By
disclosing Confidential Information to Receiving Party, Disclosing Party does not grant any
express or implied right to Receiving Party to or under any patents,copyrights,trademarks,
or trade secret information except as otherwise provided herein_ Disclosing Party reserves
without prejudice the ability to protect its rights under any such patents. copyrights,
trademarks,or trade secrets except as otherwise provided herein. Except as expressly
herein provided,no rights.licenses or relationships whatsoever are to be inferred or implied by
the furnishing of Confidential Information specified above or pursuant to this Agreement.
(b) The terms of confidentiality under this Agreement shall not be construed to limit either the
Disclosing Party or the Receiving Party's right to independently develop or acquire products
without use of the other party's Confidential Information- Further,the Receiving Party shall
be free to use for any purpose the residuals resulting from access to or work with the
Confidential Information of the Disclosing Party,provided that the Receiving Party shall not
disclose the Confidential Information except as expressly permitted pursuant to the terns of
this Agreement.The term"residuals'means information in intangible form,which is retained
in memory by persons who have had access to the Confidential Information,including ideas,
concepts,know-how or techniques contained therein. The Receiving Party shall not have
any obligation to limit or restrict the assignment of such persons or to pay royalties for any
work resulting from the use of residuals However,this sub-paragraph shall not be deemed
to grant to the Receiving Party a license under the Disclosing Party's copyrights or patents-
(c;l This Agreement constitutes the entire agreement between the parties with respect to the
subject matter hereof_ It shall not be modified except by a written agreement dated
subsequent to the date of this Agreement and signed by both parties. None of the
provisions of this Agreement shall be deemed to have been waived by any act or
acquiescence on the part of Disclosing Party,the Receiving Party,their agents,or
employees. but only by an instrument in writing signed by an authorized employee of
Disclosing Parry and the Receiving Party. No waiver of any provision of this Agreement
shall constitute a waiver of any other provision(s)or of the same provision on another
occasion.
(d) If either the Disclosing Party or the Receiving Parry employs attorneys to enforce any rights
ansing out of or relating to this Agreement,the prevailing parry shall be entitled to recover
reasonable attomeys'fees and costs- This Agreement shall be construed and controlled by
the laws of the State of Washington. and the parties further consent to exclusive jurisdiction
and venue in the federal courts sitting in King County.Washington. unless no federal subject
matter jurisdiction exists, in which case the parties consent to the exclusive jurisdiction and
venue in the Superior Court of King County Washington. Company waives all defenses of
lack of personal jurisdiction and forum non-conveniens- Process may be served on either
party in the manner authorized by applicable law or court rule-
(e) This Agreement shall be binding upon and inure to the benefit of each parry`s respective
successors and lawful assigns;provided.however,that neither party may assign this
Agreement(whether by operation of law. sale of securities or assets,merger or otherwise),
in whole or in part.without the prior written approval of the other party. Any attempted
assignment in violation of this Section shall be void-
(f) If any provision of this Agreement shall be held by a court of competent jurisdiction to be
illegal, invalid or unenforceable,the remaining provisions shall remain in full force and effect.
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(g) Either party may terminate this Agreement with or without cause upon ninety-(90)days prior
written notice to the other party. All sections of this Agreement relating to the rights and
obligations of the parties concerning Confidential Information disclosed during the term of
the Agreement shall survive any such termination.
(h) This Agreement is not intended to constitute,create,give effect to, or otherwise recognize a
joint venture,partnership or formal business entity of any kind and the rights and obligations of
the Parties shall be limited to those expressly set forth herein. Any exchange of Confidential
Information under this Agreement shall not be deemed as constituting any offer,acceptance,
or promise of any further contract or amendment to any contract which may exist between the
Parties. Nothing herein shall be construed as providing for the sharing of profits or losses
ansing out of the efforts of either or both Parties. Each Party shall act as an independent
contractor and not as an agent of the other for any purpose whatsoever and neither shall have
any authority to bind the other. Moreover.this Agreement shall create no obligation by either
Parry to disclose any particular kind or quantity of information to the other.
IN WITNESS WHEREOF-the parties hereto have executed this Agreement.
COMPANY: Revue LLC MASON COUNTY
Address: 15C 1C M BAd.;Jte B Troy,Ni 43C8L 411 North 51,St
Shelton,WA 98584
By: — ' _— By:
Name= Thomas Jean Name-
Tide: Project Manager Title:
Date: 5/14/2024 Date:
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Exceptions
Revize has reviewed the RFP in full and claims no major exceptions or deviations. In
some cases, we may propose alternatives. Where possible, we have noted those
throughout our proposal.
It should also be noted that every project is unique and adapts along the way. The
city may find it necessary to change a requirement during the project. This is a
normal occurrence in projects like this. And Revize is well positioned to handle these
likely, mid-project, changes or deviations from the RFP.
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revi e -
The Government Website Experts
Thank you
For Considering Revize
Prepared by Thomas J. Jean
150 Kirts Blvd. Troy, MI 48084
Ph: 248-269-9263 x8035 Fax: 866-346-8880
www.revize.com
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Mason County
Agenda Request Form
Y
/A t!
To: Board of Mason County Commissioners
From: Cassidy Perkins for John Taylor Ext. 535
Department: Parks&Trails Briefing: ❑X
Action Agenda: ❑X
Public Hearing: ❑
Special Meeting: ❑
Briefing Date(s): June 17,2024 Agenda Date: July 2,2024
Internal Review: ❑ Finance ❑ Human Resources ❑X Legal ❑ Information Technology ❑ Risk
(This is the responsibility of the requesting Department)
Below for Clerk of the Board's Use Only:
Item Number:
Approved: ❑ Yes ❑ No ❑ Tabled ❑ No Action Taken
Ordinance/Resolution No. Contract No. County Code:
Item•
Phillips Lake County Park Attendant Contract
Background/Executive Summary:
Jean Ennis has been serving Mason County upon a mutual agreement for gatekeeping duties for Phillips
Lake County Park for the last year. Jean's contract for this service will expire on August 1,2024 and
Jean has agreed to extend this contract for an additional year.
Budget Impact(amount, funding source,budget amendment):
$1,200 annually, $100 per month.
Public Outreach (news release,community meeting,etc.):
N/A
Requested Action:
Approval to extend the Phillips Lake County Park Agreement with Jean Ennis for an additional year
commencing on August 1,2024.
Attachments
Contract
AGREEMENT FOR
PHILLIPS LAKE COUNTY PARK ATTENDANT
THIS AGREEMENT made and entered into this I" day of August, 2023, by and between the Board of County
Commissioners of Mason County,hereinafter referred to as the"COUNTY"and Jean Ennis,hereinafter referred
to as"CONTRACTEE", WITNESSETH:
WHEREAS,the parties wish to enter into an agreement providing for park security control and general
cleanup of Phillips Lake County Park; and,
WHEREAS, it is understood and agreed by both COUNTY and CONTRACTEE that CONTRACTEE
is an independent contractor and not an employee of COUNTY and shall receive none of the benefits
available to other Mason County Employees including, but not limited to: vacation time, sick leave, personal
holiday,medical insurance,dental insurance,vision insurance,etc. It is further agreed by the COUNTY to carry
industrial insurance coverage on the CONTRACTEE.
WHEREAS,the CONTRACTEE shall have full authority in the performance of tasks generally required.
NOW THEREFORE, IT IS HEREBY AGREED by the parties as follows:
1. The effective date of this agreement shall be August 1,2023.
2. The CONTRACTEE shall perform the following duties:
a. Lock and unlock the Phillips Lake County Park gate daily commencing August 1, 2023 and
continuing through August 1,2024. Park gates will be opened by 8:00 a.m.and shall be closed
at dusk.
b. Perform a visual inspection of the restrooms and shelter daily and complete the following tasks
as required:
i. Pickup litter.
ii. Check all wall and ceiling surfaces for evidence of graffiti and/or vandalism.
c. Park shelter renovations:N/A.
d. Respond to all accidents,acts of vandalism,or other incidents upon observation or notification,
and report same to the Mason County Parks Department and/or the Mason County Sheriffs
Office immediately. Contact persons are:
i. Carl"Bud"Olsen Work: (360)427-9670 ext.725
Cell: (360)490-0669
ii. John Taylor Work: (360)427-9670 ext. 806
Cell: (360)463-9448
iii. Mason County Sheriff Office: (360)427-7761
iv. Emergency 911
e. In cases of personal emergency or conflicting obligation, the CONTRACTEE is responsible
for the continued completion of the duties specified in Paragraph 2A through 2F. If the
AGREEMENT FOR
PHILLIPS LAKE COUNTY PARK ATTENDANT
CONTRACTEE is unable to resolve the problem, the Mason County Parks Department must
be notified.
3. In consideration of the foregoing duties on the part of the CONTRACTEE, the COUNTY agrees to
compensate the CONTRACTEE in the sum of One Hundred Dollars ($100.00) per month for services
performed by the CONTRACTEE. This is the extent of the CONTRACTEE'S compensation and the
CONTRACTEE is not entitled to benefits.
4. In the event of breach by the CONTRACTEE of any provision or term of this Agreement,the COUNTY
shall notify the CONTRACTEE in writing,and in the event such breach shall not have been cured within
thirty (30)days of mailing such notice,the COUNTY may elect to declare this Agreement void and all
sums waived by the CONTRACTEE.
5. This Agreement shall expire August 1, 2024 unless sooner terminated by either party by giving thirty
(30)days written notice by certified mail of the intent to terminate this Agreement.
6. This Agreement may be terminated without any required notice if mutually agreed upon by both parties.
EXECUTED the date and year hereinabove mentioned at Mason County, Washington.
CONTRACTOR: BOARD OF COUNTY COMMISSIONERS
q h
n A A
11 Ennis ///Sharon Trask, Chair
ATTEST:
((11 Randy eatherlin, Vice-Chair
MWQAVYx,.o h'YYA
McKenzie Smit ,Clerk of the Board
Kevin Shutty, C missioner
APPROVED AS TO FORM:
Tim Whitehead, Chief Deputy Prosecutor
Mason County Parks & Trails Department
411 North 51h Street
Shelton, WA 98584
360-427-9670 Extension 535
Ixcf
SERVICE CONTRACT EXTENSION AGREEMENT
This Extension Agreement is made and effective August 1, 2024
BETWEEN: Mason County
And: Jean Ennis
Wherein the original contract agreement expires in August 2024 with the option to extend upon mutual written
agreement, it is provided that it shall be extended for 1 year commencing on August 1, 2024.
The extension shall be on the same terms and conditions as set out in the original contract.
Mark Neary Jean Ennis
County Administrator Phillips Lake Gatekeeper
Tim Whitehead
Chief DPA
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Mason County
Agenda Request Form
Y
/A t!
To: Board of Mason County Commissioners
From: Jennifer Beierle Ext. 532
Department: Support Services Briefing: ❑X
Action Agenda: ❑
Public Hearing: ❑
Special Meeting: ❑
Briefing Date(s): June 17,2024 Agenda Date: Click or tap here to enter text.
Internal Review: ❑ Finance ❑ Human Resources ❑ Legal ❑ Information Technology ❑ Other
(This is the responsibility of the requesting Department)
Below for Clerk of the Board's Use Only:
Item Number:
Approved: ❑ Yes ❑ No ❑ Tabled ❑ No Action Taken
Ordinance/Resolution No. Contract No. County Code:
Item•
Mason County Monthly Financial Report for May 2024
Background/Executive Summary:
Review of Cash Balances, and Budget to Actual Revenues and Expenditures for all County Funds
through May 2024.
Budget Impact(amount, funding source,budget amendment):
Budget to Actual Comparison of 2023 &2024
Public Outreach (news release,community meeting, etc.):
N/A
Requested Action:
N/A
Attachments
Mason County Monthly Financial Report for May 2024
ABON CoL���
MASON COUNTY MONTHLY
"x" FINANCIAL REPORT MAY �
J:\Financials\2024 Financials\2024 May Financial Report 1
�PBON CoVNFF
MASON COUNTY MONTHLY FINANCIAL
,X=,' REPORT MAY 2024
2023 vs 2024 Current Expense Revenue Comparison
Revenue Revenue
Department Name 2023 Budget Collected Uncollected %2023 2024 Budget Collected Uncollected %2024 Actual dif 2023
Through End Revenue Through End Revenue vs 2024
of Month of Month
WSU Extension 20,000 12,546 (7,454) 63% 33,500 (33,500) 0% (12,546)
Assessor 7,000 17,314 10,314 247% 7,000 125 (6,875) 2% (17,189)
Auditor 1,092,250 413,153 (679,097) 38% 1,339,314 650,250 (689,064) 49% 237,097
Emergency Management 139,347 53,314 (86,034) 38% 137,304 54,999 (82,305) 40% 1,686
Facilities&Grounds - 771 771 0% - 225 - 0% (546)
Human Resources - 132 132 0% - - 0% (132)
Clerk 378,377 88,611 (289,766) 23% 394,752 104,843 (289,909) 27% 16,232
Commissioners - - 0% - 0% -
Support Services 86,522 (86,522) 0% 96,299 100 (96,199) 0% 100
District Court 852,300 344,856 (507,444) 40% 873,516 392,290 (481,226) 45% 47,434
Community Development 2,666,374 1,047,072 (1,619,302) 39% 2,716,206 1,378,222 (1,337,984) 51% 331,151
Historical Preservation 20,000 5,207 (14,793) 26% 13,000 5,121 (7,879) 39% (86)
Parks&Trails 44,000 38,803 (5,197) 88% 49,000 18,326 (30,674) 37% (20,477)
Juvenile Court Services 1,366,600 617,477 (749,123) 45% 1,356,216 646,200 (710,016) 48% 28,723
Prosecutor 216,249 51,303 (164,946) 24% 214,015 87,129 (126,886) 41% 35,826
Child Support Enforcement 171,310 37,502 (133,808) 22% 165,000 39,809 (125,191) 24% 2,307
Coroner 35,000 32,697 (2,303) 93% 35,000 30,575 (4,425) 87% (2,122)
Sheriff 1,143,172 381,210 (761,962) 33% 936,596 388,847 (547,749) 42% 7,636
Indigent Defense 240,767 113,799 (126,968) 47% 240,767 131,667 (109,100) 55% 17,869
Superior Court 108,020 28,846 (79,174) 27% 111,951 82,377 (29,574) 74% 53,532
Family Court 2,500 680 (1,820) 27% 2,500 920 (1,580) 37% 240
Therapeutic Court 776,228 198,371 (577,857) 26% 685,446 245,698 (439,748) 36% 47,326
Treasurer 28,417,341 14,353,944 (14,063,397) 51% 29,228,834 14,357,683 (14,871,151) 49% 3,738
Non Departmental 4,709,045 2,789,630 (1,919,415) 59% 5,658,330 2,196,801 (3,461,529) 39% (592,829)
Totals $ 42,492,402 $ 20,627,237 $ (21,865,165) 49% $ 44,294,546 $ 20,812,207 $ (23,482,564) 47% 184,970
Unaudited *Benchmark for Month is 41.66%
J:\Financials\2024 Financials\2024 May Financial Report 2
- . �- MASON COUNTY MONTHLY FINANCIAL MAY 2024
REPORT
Treasurer Department Receipts
Treasurer#001-260-000 2023 Budget 2023 YTD This Month %2023 2024 Budget 2024 YTD This Month %2024
REAL&PERSONAL PROPERTY TAXES 10,389,391 5,933,280 1,022,275 57% 10,527,844 5,994,392 1,049,093 57%
SALES TAX TITLE PROPERTY - 0 0% - 0 0%
LOCAL RETAIL SALES&USE TAX 8,400,000 3,648,538 788,344 43% 9,200,000 3,761,434 816,536 41%
LOCAL PUBLIC SAFETY-CITY 50,000 21,549 4,163 43% 51,000 22,558 4,335 44%
CRIMINALJUSTICE 900,000 419,256 88,187 47% 1,000,000 434,820 91,795 43% #
LEASEHOLD EXCISE TAX 35,000 14,206 5,992 41% 35,000 16,343 6,024 47%
FOREST EXCISE TAX 200,000 243,022 109,753 122% 250,000 163,309 161,066 65%
FRANCHISE FEES 500,000 208,043 35,811 42% 500,000 169,492 68,298 34%
PAYMENT IN LIEU OF TAX/B OF L 350,000 - 0 0% 350,000 - 0 0%
PUD PRIVILEGE TAX 800,000 875,638 0 109% 880,000 861,135 0 98%
DNR OTHER TRUST 2 100 13 0 13% 100 24 15 24%
CITY-COUNTY ASSISTANCE 2,500,000 230,823 0 9% 1,750,000 218,579 0 12%
DNR PILT NAP/NRCA 4,000 - 0 0% 3,525 °(307) 0 -9/
CRIMINALJUSTICE-COUNTIES 775,000 379,574 0 49% 750,000 390,979 0 52% #
ADULT COURT COST-JUVENILE OFFE 5,000 1,763 353 35% 4,500 1,707 341 38% #
CRIMINAL JST-MARIJUANA ENFORCE 125,000 34,053 0 27% 133,000 39,882 0 30% #
DUI-OTHER CRIMINAL JUSTICE A 17,000 242 0 1% 10,000 5,275 0 53% #
LIQUOR/BEER EXCISE TAX 165,000 84,838 0 51% 165,000 81,523 0 49%
LIQUOR CONTROL BOARD PROFITS 200,000 49,740 0 25% 200,000 50,076 0 25%
IN LIEU OF-CITY OF TACOMA 210,000 94,834 18,967 45% 210,000 96,730 19,346 46%
TREASURER'S FEES 30 - 0 0% 30 - 0 0%
TREASURER FEES CLEAN WATER DIS 0 0% 1,850 0 0%
PAYMNT FOR SRVCS-MASON LK DIST 375 0 0% 375 0 0%
PAYMNT FOR SRVCS-SPENCER LK FND 150 0 0% 150 0 0%
PAYMNT FOR SRVCS-ISLAND LK FND 100 0 0% - 0 0%
CHARGES FOR SRVCS-MACECOM 1,500 - 0 0% 1,600 - 0 0%
RETURNED REMITTANCE(NSF)FEES 2,500 1,720 1,040 69% 2,500 1,800 760 72%
REET COLLECTION FEES 170,000 49,310 14,399 29% 145,000 53,122 12,505 37%
REET COLLECTIONS COSTS 10,000 3,253 685 33% 8,500 3,043 635 36%
TREAS.FIRE PROTECTION ASSESSM 15,000 9,499 1,955 63% 15,000 9,468 1,838 63%
TREAS OTHER WORD PROCESSING 200 29 1 14% 150 4 0 2%
3
Treasurer Department Receipts
Treasurer#001-260-000 2023 Budget 2023 YTD This Month %2023 2024 Budget 2024 YTD This Month %2024
PUBLIC DISCLOSURE CHGS SRVCS 100 0 0% - 0 0%
DATA PROCESSING SERVICES 3 0 0% 100 0 0%
GAMBLING TAX PENALTY - 250 100 0% - 150 0 0%
REAL&PERSONAL PENALTY 150,000 55,071 14,715 37% 150,000 56,539 9,926 38%
PERSONAL PROP FILING PEN 30,000 24,823 6,130 83% 30,000 17,592 6,293 59%
PENALTY ON REAL&PERSONAL PRO - 0 0% - 0 0%
FAILURE TO LIST PERSONAL PROP - 0 0% - 0 0%
INTEREST&OTHER EARNINGS 250,000 870,593 215,685 348% 900,000 1,052,736 219,157 117%
INVESTMENT SERVICE FEES(TREAS. 10,000 14,832 3,068 148% 35,000 15,506 3,175 44%
INT.ON CONT.NOTES-ACCTS.HELD,S 10,000 28,559 15,216 286% 35,000 20,395 3,897 58%
LEASEHOLD EXCISE TAX INTEREST - 8 0 0% 10 3 0 32%
EXCISE INTEREST 100 30 27 30% 100 70 0 70%
INV PURCHASED INT - (3,945) 0 0% - (18,641) (2,473) 0%
INTEREST ON DELINQUENT PR TAX 600,000 236,088 70,801 39% 500,000 254,060 61,128 51%
RENTS/LEASES-DNR TRUST 20,000 3,804 0 19% 20,000 - 0 0%
RENTS/LEASES-DNR TMBR TRUST 1 250,000 64,716 64,716 26% 250,000 - 0 0%
UNCLAIMED MONEY/PROCEEDS-SALES 100,000 97,689 0 98% - 4,601 0 0%
CASH ADJUSTMENTS/OVER-UNDER 10 (1,061) (121) -10610% 500 0
(167) (260) -33/
TAX DISTRIBUTION ROUNDING 10 (54) (54) -537% 100 (45) 1,211 -45%
MISCELLANEOUS-OTHER REVENUE 100 0 0 0% 100 272 0 272%
STATE SHARED REVENUE 0 - 15,339 0 0%
STATE SHARED REVENUE 0 - 9,215 43 0%
ROAD DIVERSION 1,080,000 622,039 109,255 100% 1,080,000 616,844 110,003 57%
SALE OF TAX TITLE PROPERTY - 0 277% - 0 0%
LEASEHOLD EXCISE TAX 1,600 1,594 681 0% 1,600 (2,414) 558 -151%
TIMBER EXCISE TAX 10,000 27,702 12,511 3% 10,000 0
(39,049) 17,957 -390/
DNR PILT NAP/NRCA 1,275 - 0 175% - 0 0%
DNR OTHER TRUST 2 50 1 0 11% 50 (39) 2 -79%
OTHER INT-DNR INTEREST 50 87 0 10% 50 0
(134) 5 -267/
RENTS&LEASES/DNR OTHR TRST 1 3,800 404 0 0% 1,200 (1,794) 0 -149%
RENTS&LEASES-DNR TMBR TRST 1 75,000 7,388 7,388 0% 20,000 (18,843) 0 -94%
Grand Total $28,417,341 $14,353,944 2,612,045 I 51% $29,228,834 $14,357,682 $2,663,209 49%
Unaudited *Benchmark for Month is 41.66%
4
MASON COUNTY MONTHLY FINANCIAL MAY 2024
Y
REPORT
2023 vs 2024 Current Expense Expenditure Comparison
Expenditures Expenditures Unexpended
2023 Budget through End of Unex ended %2023 2024 Budget through End of Budget %2024 Actual 0 2o2a vs
Department Name g g P g g g
2o2a
Month Budget Authority Month Authority
WSU Extension 383,372 128,717 254,655 34% 394,210 98,947 295,263 25% (29,770)
Assessor 1,475,815 631,994 843,821 43% 1,511,722 636,169 875,553 42% 4,175
Auditor 1,881,812 706,070 1,175,742 38% 2,121,197 1 958,214 1,162,983 45% 252,144
Emergency Management 359,683 230,551 129,132 64% 529,965 163,515 366,450 31% 67,036)
Facilities&Grounds 1,545,159 596,488 948,671 39% 1,691,493 607,715 1,083,778 36% 11,227
HR/Risk Mngt 875,434 331,341 544,093 38% 991,225 341,358 649,867 34% 10,017
LEOFF 100,000 40,942 59,058 41% 100,000 37,831 62,169 38% (3,111)
Clerk 1,108,905 525,854 583,051 47% 1,161,360 457,557 703,803 39% (68,297)
Commissioners 390,615 159,630 230,985 41% 396,975 154,248 242,727 39% (5,382)
Support Services 1,064,379 408,321 656,058 38% 1,286,233 476,708 809,525 37% 68,387
District Court 1,526,343 549,610 976,733 36% 1,615,683 614,430 1,001,253 38% 64,820
Community Development 3,256,041 1,226,280 2,029,761 38% 3,571,988 1,320,863 2,251,125 37% 94,583
Historical Preservation 41,150 2,508 38,642 6% 36,600 1,058 35,542 3% (1,451)
Parks&Trails 790,080 307,787 482,293 39% 836,616 312,090 524,527 37% 4,302
Juvenile Court Services 2,155,933 769,286 1,386,647 36% 2,124,006 800,961 1,323,045 38% 31,675
Prosecutor 2,169,613 736,776 1,432,837 34% 2,320,074 762,230 1,557,844 33% 25,455
Child Support Enforcement 174,363 45,318 129,045 26% 167,560 42,898 124,662 26% (2,420)
Coroner 640,942 228,116 412,826 36% 701,125 241,973 459,153 35% 13,856
Sheriff 16,089,917 6,438,606 9,651,311 40% 17,849,534 6,727,327 11,122,207 38% 288,721
Courthouse Security 309,300 111,865 197,435 36% 307,300 113,346 193,955 37% 1,481
Indigent Defense 1,538,125 590,752 947,373 38% 1,569,583 860,625 708,958 55% 269,873
Superior Court 1,275,932 598,607 677,325 47% 1,581,693 590,831 990,862 37% 7,776)
Family Court 2,500 - 2,500 0% 2,500 2,500 - 100% 2,500
Therapeutic Court 783,709 209,337 574,372 27% 690,506 243,746 446,760 35% 34,410
Murder Expenditures - - 0% - 0% 0
Treasurer 913,511 392,404 521,107 43% 980,973 420,589 560,384 43% 28,185
Non Departmental 5,856,719 1,904,676 3,952,043 33% 6,858,237 2,069,325 4,788,912 30% 164,649
Motor Pool - - 0% - 0% 0
Transfers Out to Other Funds 464,021 70,731 393,290 159. 565,046 71,389 493,657 13% 658
Totals $ 47,173,373 $ 17,942,567 $ 29,230,806 38% $ 51,963,404 $ 19,128,442 $ 32,834,962 37% 1,185,875
Unaudited *Benchmark for Month is 41.66%
J:\Financials\2024 Financials\2024 May Financial Report 5
MAY 2024
Six Year Specific Revenue Streams Comparison
5/31/2019 5/31/2020 5/31/2021 5/31/2022 5/31/2023 5/31/2024
Community Development Revenues 772,124 877,150 1,337,882 985,418 1,047,072 1,378,222
Detention &Correction Services 8,050 45,815 52,739 33,233 35,723 6,946 205.270.342.30.
Current Expense Property Taxes 5,707,655 5,558,988 6,465,664 6,489,304 5,933,280 5,994,392
Road Diversion Property Tax 1,235,154 1,191,511 627,639 615,531 622,039 616,844
County Road Property Tax 5,060,153 4,989,998 5,293,793 5,300,109 5,944,691 6,015,021
Current Expense Sales Tax 2,252,892 2,410,545 3,133,506 3,486,777 3,648,538 3,761,434 001.260.000.313.11
Criminal Justice Taxes/Entitlements 651,579 702,728 784,963 828,445 834,888 872,662 see bottom ofrevenu(
Rural Sales &Use Tax Fund 308,150 318,981 391,919 423,759 443,077 458,650 103-313.18
450,000
250,000 =
150,000 �wl - - - FTE
Com Srvcs-Homelessess Preven Filinqs 254,014 288,402 398,118 321,604 203,318 223,594 117.000.200.341.27.:
350,000
2so,000
50,000 J� u
50,000 I
Lodging (Hotel/Motel)Tax 162,675 138,436 245,586 309,655 301,780 362,957 163-313.31
400,000
300,000
200,000 r
1 oo,oao -"
REET 1 Excise Tax Only 456,106 421,936 691,377 759,619 510,831 553,690 350-318.34.300000
REET 2 Excise Tax Only 456,106 421,936 691,377 759,619 510,831 553,690
900,000
�so,o0o
sao,0a0
450,000
300,000
150,Doo
J:\Financials\2024 Financials\2024 May Financial Report 6
Pax 000Nr�
MASON COUNTY MONTHLY
FINANCIAL REPORT
M*Y 2024
REVENUE MONTH 12023 REVENUE 1 2024 REVENUE DIFFERENCE
JANUARY $ 762,082.70 $ 738,772.98 $ (23,309.72)
FEBRUARY $ 761,133.57 $ 830,025.00 $ 68,891.43
MARCH $ 661,034.70 $ 674,440.00 $ 13,405.30
APRIL $ 675,943.00 $ 701,660.00 $ 25,717.00
MAY $ 788,344.00 $ 816,536.00 $ 28,192.00
JUNE $ 763,504.00
J U LY $ 808,992.00
AUGUST $ 931,329.00
SEPTEMBER $ 861,616.00
OCTOBER $ 853,005.00
NOVEMBER $ 891,123.00
DECEMBER $ 770,182.00
TOTAL COLLECTED REVENUE $ 9,528,288.97 $ 3,761,433.98 PROJECTED END OF YEAR REVENUE
REVENUE BUDGETED $ 8,400,000.00 $ 9,200,000.00 $ 9,641,184.98
YET TO BE COLLECTED $ (5,438,566.02)
ANTICIPATED INCREASE $ 441,184.98
12 MONTH ROLLING AVERAGE CHANGE 2.6%
PRIOR MONTH 12 MO. ROLLING AVG CHANGE 2.7%
J:\Financials\2024 Financials\2024 May Financial Report 7
0�x CO
MAY 2024
Six Year Financial •
Current Expense Recap 613112019 5/31/2020 5/31/2021 5/31/2022 5/31/2023 5/31/2024
General Fund Operating Reserves 6,520,791 6,817,603 10,044,540 10,044,540 10,191,954 11,249,909
Contingency Reserve 1,000,000 1,000,000 1,000,000 1,000,000 1,000,000 1,000,000
Technology Replacement Reserves 200,000 200,000 264,295 264,295 386,000 400,000
Equipment&Vehicle Replacement Reserves 525,000 525,000 932,475 932,475 790,000 1,000,000
Accrued Leave Reserve 520,000 530,805 347,742 347,742 413,000 500,000
Capital Reserve 5,000,000 5,000,000
Current Expense Unreserved Cash 2,421,805 4,804,148 7,352,979 12,950,326 11,697,380 10,063,965
This Month Current Expense Cash 11,187,596 13,877,555 19,942,030 25,539,377 29,478,333 29,213,875
Adopted Budget on December 31st 41,404,349 49,581,229 53,464,511 62,188,434 68,492,402 72,294,546
Supplemental Appropriations - 109,432 - -
Total Budget including Supplementals 41,404,349 49,690,661 53,464,511 62,188,434 68,492,402 72,294,546
Budgeted Beginning Fund Balance 5,786,719 11,636,958 14,000,000 21,500,000 26,000,000 28,000,000
Budgeted Ending Fund Balance 5,738,194 11,491,930 12,780,888 18,628,587 21,319,029 20,331,142
Revenue Budgets 35,617,630 38,053,703 39,464,511 40,688,434 42,492,402 44,294,546
Revenues thru This Month of each year 16,541,721 16,044,574 18,993,895 20,012,382 20,627,237 20,812,207
Budgeted Revenues Received 46% 42% 48% 49% 49% 47%
Expenditure Budgets 35,666,155 38,198,731 40,683,623 43,559,847 47,173,373 51,963,404
Expenditures thru This Month of each year 13,313,602 14,415,866 15,338,777 16,257,662 17,942,567 19,128,442
Budgeted Expenditures Expended 37% 38% 38% 37% 38% 37%
8
Special Fund Cash Balances 5/31/2019 5/31/2020 5/31/2021 5/31/2022 5/31/2023 5/31/2024
Rural County Sales&Use Tax Fund (.09) 846,882 595,405 904,517 1,753,969 1,727,954 2,436,078
Auditor's 0&M 238,824 256,759 321,989 402,170 456,641 439,712
County Roads Fund 12,743,895 13,264,248 13,289,538 13,059,571 15,243,632 16,714,980
Paths&Trails 262,875 275,515 283,644 292,470 305,175 321,732
Election Equipment Holding 169,485 198,740 239,066 283,034 316,198 180,246
Crime Victims 181,680 203,440 216,329 205,770 177,213 171,123
Victim Witness Activities 27,706 29,683 21,736 15,599 4,971 307
Historical Preservation Fund 36,451 35,653
Community Support Services Fund 770,393 1,037,327 1,271,128 1,709,753 2,182,821 1,975,962
Abatement/Repair/Demolition Fund 275,893 279,478 278,528 277,614 284,404 297,731
Reserve for Technology Fund 48,622
REET&Property Tax Admin Asst 69,894 69,936 76,858 86,776 87,505 77,829
National Forest Safety 55,427 44,339 20,707 26,942 46,672 52,810
Trial Court Improvement Fund 109,543 122,759 82,703 103,174 98,633 120,341
Sheriff Special Funds 248,588
Sheriff's Boating Program 135,935 146,720 152,476 79,062 74,376
Narcotics Investigation 82,734 93,302 98,284 93,875 92,699
Mason County Clean Water District 108,897 287,191 277,027
Public Health Fund 375,492 719,241 1,194,869 1,540,837 2,892,996 3,713,488
American Rescue Plan Act 4,720,364 7,393,823 4,319,865
Law Library 75,221 66,522 55,399 45,411 34,988 22,843
Lodging(Motel/Hotel)Tax Fund 585,434 737,269 856,432 1,258,193 1,794,514 2,220,196
Mental Health Tax Fund 1,417,036 1,425,722 1,670,896 1,850,650 2,325,448 2,568,454
Treasurer's M&O Fund 171,322 204,893 99,911 194,776 210,700 227,748
Veterans Assistance 84,634 93,158 144,193 200,626 266,800 302,659
Skokomish Flood Zone 26,678 71,911 22,299 14,301 3,668 32,839
Mason Lake Management District 156,718 132,194 90,716 89,837 91,585 121,294
Spencer Lake Management District 9,114 13,832 16,154 16,799 16,748
Island Lake Management District 25,291 34,270 35,882 34,722 26,120 13,362
Capital Improvement/Reet 1 Fund 1,803,722 1,857,555 1,365,087 1,856,081 2,468,549 2,016,162
Capital Improvement/Reet 2 Fund 2,504,766 2,824,422 3,409,108 4,969,511 5,307,445 5,636,108
Mason County Landfill 504,246 794,220 1,771,121 2,659,098 3,378,100 4,219,222
N. Bay/Case Inlet Utility 829,591 1,400,057 1,712,417 2,058,678 2,706,522 3,485,047
N. Bay/Case Inlet Utility Reserve 548
Wastewater System Development 3,986 3,986 3,986
Rustlewood Sewer&Water 335,859 126,414 85,386 133,134 97,865 74,792
Beards Cove Water 429,547 511,073 570,108 658,679 978,071 1,034,323
Belfair WW&Water Reclamation 259,425 878,567 1,282,620 1,647,319 3,443,337 5,577,965
Reserve Landfill 473,696 447,851 444,616 441,982 442,026 442,993
Reserve Beards Cove Ulid 195,110 205,172 211,972 219,153
Storm Drain System Development 187,439 181,156 179,534 178,727
Information Technology 45,934 379,689 369,084 248,541 379,096 558,662
Equipment Rental&Revolving Fund 3,922,585 2,674,404 2,298,695 3,915,150 5,300,394 5,944,260
Unemployment Fund 119,085 119,916 134,328 178,413 181,280 207,936
TOTALS 30,619,525 32,530,727 35,269,254 47,706,835 61,132,072 65,989,918
MASON COUNTY MONTHLY FINANCIAL
REPORT MAY 2024
2023 vs 2024 Motor Pool Expenditure Comparison
FUND OR DEPARTMENT 2023 Expenditures Unexpended %2023 2024 Expenditures Unexpended %2024
Budget through End of Budget Budget through End of Budget
Month Authority Month Authority
WSU 2,090 2,804 -714 134.18% 2,138 289 1,849 13.51%
ASSESSOR 32,910 14,017 18,893 42.59% 32,200 11,742 20,458 36.46%
EMERGENCY MANAGEMENT 2,540 349 2,191 13.76% 3,052 862 2,190 28.23%
FACILITIES&GROUNDS 85,685 19,365 66,320 22.60% 60,219 34,375 25,844 57.08%
COMMUNITY SERVICES 66,645 25,657 40,988 38.50% 62,864 23,599 39,265 37.54%
PARKS&TRAILS 45,043 17,756 27,287 39.42% 43,392 19,611 23,781 45.19%
JUVENILE COURT SERVICES 8,570 3,078 5,492 35.92% 17,571 3,106 14,465 17.68%
PROSECUTOR 7,127 2,532 4,595 35.53% 7,128 277 6,851 3.89%
CORONER 50,891 7,249 43,642 14.24% 50,978 6,781 44,197 13.30%
SHERIFF ADMIN 1,354,357 483,064 871,293 35.67% 1,609,936 487,568 1,122,368 30.28%
MOTOR POOL 0 0% 0 0%
Total 001 GENERAL FUND 1,655,858 575,871 1,079,987 34.78% 1,889,478 588,209 1,301,269 31.13%
SHERIFF'S BOATING PROGRAM 413 -413 0% 0 441 -441 0%
NARCOTICS INVESTIGATION FUND 100 0% 0%
COMMUNITY SERVICES HEALTH 47,172 17,800 29,372 37.73% 46,223 21,650 24,573 46.84%
AMERICAN RESCUE PLAN ACT 0 0% 1 01 0%
TOTAL SPECIAL FUNDS 47,172 18,312 28,9601 38.82% 46,223 22,091 24,1321 47.79%
Total GENERAL FUND&SPECIAL FUNDS 1 1,703,030 594,184 1,108,9461 34.89% 1,935,701 610,3001 1,325,4011 31.53%
2023 Expenditures Unexpended %2023 2024 Expenditures Unexpended %2024
TOTAL MOTOR POOL EXPENDITURES BY OBJECT CODE Budget through End of Budget Budget through End of Budget
Month Authority Month Authority
MOTOR POOL SALARIES&BENEFITS 40,275 8,136 32,139 20.20% 6,334 -6,334 0%
MOTOR POOL SUPPLIES 54,050 23,062 30,988 42.67% 10,150 26,108 -15,958 257.22%
MOTOR POOL FUEL 402,000 114,466 287,534 28.47% 401,500 131,415 270,085 32.73%
MOTOR POOL LEASE 706,272 288,625 417,647 40.87% 997,655 327,173 670,482 32.79%
MOTOR POOL MAINT-MONTHLY 12,000 7,105 4,895 59.21% 15,874 6,190 9,684 38.99%
MOTOR POOL REPAIRS& MISC. 70,075 28,707 41,368 40.97% 101,467 36,421 65,046 35.89%
MOTOR POOL INSURANCE 16,640 1,918 14,722 11.53% 27,354 3,314 24,040 12.12%
MOTOR POOL CAPITAL LEASE 147,000 33,960 113,040 23.10% 0 5,689 -5,689 0%
MOTOR POOL CAP UPFIT 254,718 88,204 166,514 34.63% 381,701 67,657 314,044 17.73%
Total GENERAL FUND&HEALTH FUND 1,703,030 594,184 1,108,846 34.89% 1,935,701 610,300 1,325,401 31.53%
Unaudited *Benchmarl<for month is 41.66% 10
MASON COUNTY MONTHLY FINANCIAL
Y. REPORT MAY 2024
2023 vs 2024 Special and Other Funds Revenue Comparison
Revenue Revenue
Fund Fund Name 2023 Budget Collected Uncollected %2023 2024 Budget Collected Uncollected %2024 Actual dif 2023
No, Through End Revenue Through End Revenue vs 2024
of Month of Month
103 Sales&Use Tax 963,000 479,128 (483,872) 50% 1,180,000 508,137 (671,863) 43% 29,008
104 Auditor's 0&M 127,250 24,926 (102,324) 20% 85,250 30,587 (54,663) 36% 5,661
105 County Road 21,099,126 9,774,119 (11,325,007) 46% 23,524,200 10,271,198 (13,253,002) 44% 497,079
106 Paths&Trails 9,707 7,025 (2,682) 72% 10,518 7,568 (2,950) 72% 543
109 Election Equipment Holdings 42,250 21,844 (20,406) 52% 53,000 63,094 10,094 119% 41,250
110 Crime Victims 59,010 26,052 (32,958) 44% 59,010 50,240 (8,770) 85% 24,187
114 Victim Witness Activities 51,191 11,228 (39,963) 22% 55,370 - (55,370) 0% (11,228)
117 Community Support Services 2,254,928 1,663,717 (591,211) 74% 3,743,618 1,734,490 (2,009,128) 46% 70,774
118 lAbatement 1,200 5,051 3,851 421% 1 13,000 6,378 (6,622) 49% 1,326
120 REET&Property Tax Admin 25,750 8,141 (17,609) 32% 25,000 8,390 (16,610) 34% 248
134 National Forest Safety 21,500 22,936 1,436 107% 22,000 24,750 2,750 113% 1,815
135 Trial Court Improvements 22,684 5,649 22,652 25% 23,000 5,598 (17,402) 24% (51)
141 Sheriff's Boating Program 38,800 - (38,800) 0% 38,800 32,023 (6,777) 83% 32,023
142 Narcotics Investigation Fund 6,500 629 (5,871) 10% 6,500 101 (6,399) 2% (528)
145 Mason County Clean Water District 190,000 111,012 (78,988) 58% 190,000 111,687 (78,313) 59% 675
150 Community Services Health 3,349,997 2,274,537 (1,075,460) 68% 4,156,136 2,908,098 (1,248,038) 70% 633,561
155 American Rescue Plan Act 22,500 138,834 116,334 617% 50,000 461,488 411,488 923% 322,654
160 Law Library 23,260 10,200 (13,060) 44% 23,260 10,913 (12,347) 47% 712
163 Lodging Tax(Hotel/Motel) 600,750 316,781 (283,969) 53% 710,000 399,253 (310,747) 56% 82,472
164 Mental Health 1,414,765 662,528 (752,237) 47% 1,451,758 692,177 (759,581)1 48% 29,649
180 Treasurer's M&0 Fund 274,062 153,442 (120,620) 56% 231,800 150,229 (81,571) 65% (3,213)
190 lVeterans Assistance 146,524 89,074 (57,450) 61% 152,467 89,888 (62,579) 59% 814
192 Skokomish Flood Zone 6,897,203 3,554 (6,893,649) 0% 6,414,540 - (6,414,540) 0% (3,554)
194 Mason Lake Mngmt Dist#2 39,990 23,909 (16,081) 60% 43,675 25,018 (18,657) 57% 1,109
195 Spencer Lake Mngmt Dist#3 16,036 9,284 (6,752) 58% 17,185 9,823 (7,362) 57% 539
199 Island Lake Mngmt Dist#1 100 463 363 463% 100 282 182 282% (181)
350 REET 1 Capital Improvements 1,866,000 550,220 (1,315,780) 29% 1,580,000 597,834 (982,166) 38% 47,614
351 REET 2 Capital Improvements 1,813,000 611,450 (1,201,550) 34% 1,700,000 678,253 (1,021,747) 40% 66,803
402 Mason County Landfill 7,216,147 2,914,596 (4,301,551) 40% 7,145,106 3,006,192 (4,138,914) 42% 91,596
403 N.Bay/Case Inlet Utility 2,337,004 952,578 (1,384,426) 41% 2,139,353 972,253 (1,167,100) 45% 19,675
411 Rustlewood Sewer&Water 576,560 186,643 (389,917) 32% 556,436 198,403 (358,033) 36% 11,761
412 Beards Cove Water 367,564 124,523 (243,041) 34% 268,334 129,228 (139,106) 48% 4,704
413 Belfair WW&Water Reclamation 3,707,003 3,144,215 (562,788) 85% 3,137,303 3,570,266 432,963 114% 426,052
428 Reserve Landfill 700 8,057 7,357 1151% 20,000 9,875 (10,125) 49% 1,818
429 Reserve Beards Cove ULID - - 0% - - 0% -
480 Storm Drain System Development - - 0% - - 0% -
500 Information Technology Dept 1,151,233 575,463 (575,770) 50% 1,300,000 650,000 (650,000) 50% 74,537
501 Equipment Rental&Revolving 2,812,088 1,355,933 (1,456,155) 48% 2,010,678 965,472 (1,045,206) 48% (390,461)
502 Unemployment Fund 76,204 (76,204) 0% 79,202 - (79,202) 0% -
Totals $59,621,586 26,267,742 $ (33,314,157) 44% $62,216,599 28,379,186 $ (33,837,413) 46% 2,111,443
Unaudited 'Benchmark for Month is 41.66%
J:\Financials\2024 Financials\2024 May Financial Report 11
MASON COUNTY MONTHLY FINANCIAL
REPORT MAY 2024
2023 vs 2024 Special and Other Funds Expenditure Comparison
Fund Expenditures Expenditures
Fund Name 2023 Budget through End of Unexpended %2023 2024 Budget through End of Unexpended %2024 Actual 0 2023
NO. Month Budget Authority Month Budget Authority vs 2024
un
103 Sales&Use Tax 678,711 591,617 87,094 87% 792,509 478,648 313,861 60% (112,969)
104 Auditor's O&M 111,635 45,475 66,160 41% 117,306 56,345 60,961 48% 10,871
105 1 County Road 23,793,040 6,426,867 17,366,173 27% 26,198,341 6,230,535 19,967,806 24% (196,332)
106 Paths&Trails 2,047 904 1,144 44% 2,439 1,102 1,337 45% 198
109 Election Equipment Holdings 51,642 707 50,935 1% 64,910 12,528 52,382 19% 11,821
110 Crime Victims 106,491 37,591 68,900 35% 109,991 41,527 68,464 38% 3,936
114 Victim Witness Activities 52,740 14,907 37,833 28% 60,317 - 60,317 0% (14,907)
117 Community Support Services 2,456,488 1,758,505 697,983 72% 3,743,818 1,884,827 1,858,991 50% 126,321
118 lAbatement 54,155 556 53,S99 1% 54,312 929 53,383 1 2% 373
120 REET&Property Tax Admin 110,750 16,496 94,254 15% 110,000 28,725 81,275 26% 12,229
134 National Forest Safety 36,500 764 35,737 2% 52,000 5,915 46,085 11% 5,151
135 Trial Court Improvements 53,715 311 53,405 1% 53,847 370 53,477 1% 60
141 Sheriff's Boating Program 42,083 4,659 37,424 11% 39,601 12,158 27,443 31% 7,499
142 Narcotics Investigation Fund 5,869 1,309 4,560 22% 5,958 1,032 4,926 17% (277)
145 Mason County Clean Water District 190,153 - 190,153 0% 195,447 2,615 192,832 1% 2,615
150 Community Services Health 4,077,531 1,639,280 2,438,251 40% 4,185,615 1,949,572 2,236,043 47% 310,292
155 American Rescue Plan Act 10,000,000 316,558 9,683,442 3% 5,050,000 939,634 4,110,366 19% 623,075
160 Law Library 34,856 14,503 20,353 42% 36,819 15,467 21,352 42% 964
163 Lodging Tax(Hotel/Motel) 988,514 201,033 787,481 20% 470,562 239,019 231,543 51% 37,986
164 Mental Health 1,464,058 387,884 1,076,174 26% 1,595,426 550,223 1,045,203 1 34% 162,339
180 Treasurer's M&O Fund 354,062 50,198 303,864 14% 366,704 49,179 317,525 13% (1,019)
190 Veterans Assistance 252,000 52,056 199,944 21% 352,467 57,754 294,713 16% 5,698
192 Skokomish Flood Zone 6,914,198 10,919 6,903,279 0% 6,414,540 8,991 6,405,549 0% (1,928)
194 Mason Lake Mngmt Dist#2 129,990 701 129,290 1% 103,675 1 750 102,925 1% 49
195 Spencer Lake Mngmt Dist#3 20,201 326 19,876 2% 27,185 363 1 26,822 1% 37
199 Island Lake Mngmt Dist#1 35,100 321 34,780 1% 12,100 350 11,750 3% 29
350 1 REET 1 Capital Improvements 2,101,804 393,482 1,708,322 19% 2,071,184 817,918 1,253,266 39% 424,436
351 REET 2 Capital Improvements 2,103,875 500,213 1,603,662 24% 2,101,187 1,070,693 1,030,494 51% 570,481
402 Mason County Landfill 6,760,452 2,169,023 4,591,429 32% 6,497,423 2,307,802 4,189,621 36% 138,780
403 N.Bay/Case Inlet Utility 2,235,214 483,596 1,751,618 22% 2,843,908 541,186 2,302,722 19% 57,590
405 Wastewater System Development - - 0% - 0% -
411 Rustlewood Sewer&Water 677,661 160,915 516,746 24% 636,387 146,374 490,013 23% (14,541)
412 Beards Cove Water 335,427 63,120 272,307 19% 355,731 83,077 272,654 23% 19,957
413 Belfair WW&Water Reclamation 7,142,083 2,316,339 4,825,744 32% 2,529,344 1,656,927 872,417 66% (659,411)
428 Reserve Landfill 300,950 7,484 293,466 2% 31,373 15,207 16,166 48% 7,723
429 Reserve Beards Cove ULID - - 0% - - 0% -
480 Storm Drain System Development - - 0% - - 0%
500 Information Technology Dept 1,174,995 449,334 725,661 38% 1,372,546 453,570 918,976 33% 4,235
501 Equipment Rental&Revolving 3,345,768 781,674 2,564,094 23% 3,231,269 805,715 2,425,554 25% 24,041
502 Unemployment Fund 276,204 33,276 242,928 12% 279,202 33,150 246,052 12% (126)
Totals $ 78,470,962 $ 18,932,899 $ 59,538,063 1 24% 1 $ 72,165,443 $ 20,500,177 $ 51,665,266 28% 1 1,567,278
Unaudited *Benchmark for Month is 41.66%
J:\Financials\2024 Financials\2024 May Financial Report 12
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MASON COUNTY MONTHLY
FINANCIAL REPORT MAY2024
OUTSTANDING COUNTY DEBT
ORIGINAL APRX
ORIGINATION LOAN INTEREST MATURITY
NAME OF BOND OR LOAN YEAR AMOUNT RATE FUND BALANCE YEAR
MASON COUNTY LTGO 2013 B-JAIL 2014 1,620,000 3.00% REET 1 350 870,000 2033
MAS0144-2-1 PUBLIC WORKS BOND FUND 2016 8,370,000 2.12% COUNTY ROADS 105 2,760,000 2027
N BAY CASE INLET LTGO REF 2017 2018 4,435,000 3.50% NORTH BAY SEWER 403 3,670,000 2042
WATER METER BEARDS COVE '18A 2019 166,000 2.75% BEARDS COVE WATER 412 153,730 2058
WATER METER BEARDS COVE '19 2019 107,400 3.13% BEARDS COVE WATER 412 100,060 2059
MASON COUNTY LTGO 2021 REF BOND 2021 3,167,955 1.06% BELFAIR SEWER 413 2,273,650 2030
MASON COUNTY LTGO 2020B REF BOND 2021 1,175,385 1.72% RUSTLEWOOD FUND 411 1,079,815 2048
MASON COUNTY LTGO 2020A REF BOND 2021 7,259,095 1.00% REET 1 350 & BELFAIR SEWER 413 4,793,492 2032
TOTAL COUNTY DEBT AT END OF MONTH 15,700,747
AS OF May 27, 2021
REMAINING NON VOTED DEBT CAPACITY 107,238,013
VOTED DEBT CAPACITY 95,923,650
REMAINING COUNTY DEBT CAPACITY 203,161,663
2024 May Financial Report 13
C
Mason County
Agenda Request Form
Y
/A t!
To: Board of Mason County Commissioners
From: Jennifer Beierle Ext. 532
Department: Support Services Briefing: ❑X
Action Agenda: ❑
Public Hearing: ❑
Special Meeting: ❑
Briefing Date(s): June 17,2024 Agenda Date: Click or tap here to enter text.
Internal Review: ❑ Finance ❑ Human Resources ❑ Legal ❑ Information Technology ❑ Other
(This is the responsibility of the requesting Department)
Below for Clerk of the Board's Use Only:
Item Number:
Approved: ❑ Yes ❑ No ❑ Tabled ❑ No Action Taken
Ordinance/Resolution No. Contract No. County Code:
Item•
2025 Budget Process
Background/Executive Summary:
The annual budget preparation process begins with the distribution of the Board of County Commissioners'
Budget Guidelines,scheduled to go out to departments and offices later this week. The budget will be due in
the Munis financial system by Monday,August 12'. Budget narratives and policy level requests are due to the
Budget Office by Monday, September 9'. Budget workshops with the Board are recommended to begin in late
September or early October. The first budget workshop will be an overview of all funds and departments.
Individual departments that wish to meet with the Board should schedule a time with McKenzie Smith, Clerk
of the Board. The Board should decide if they will conduct budget workshops by Zoom or in-person. Attached
is the 2025 budget calendar highlighting key dates.
Budget Impact(amount,funding source,budget amendment):
Workshops help the Board engage with departments and offices to develop a balanced budget that aligns with
county goals,objectives,and the law.
Public Outreach (news release,community meeting, etc.):
The public is encouraged to attend the budget workshops. If by Zoom the meeting links will be posted on the
County's website here:www.masoncountywa.gov.
Requested Action:
Request the Board decide if they will meet by Zoom or in-person for budget workshops and which dates they
will meet.
Attachments
Draft 2025 Budget Adoption Calendar
Mason County
2025 Budget Adoption Calendar
*Dates may be subject to change*
April May June
S M T W T F S S M T I W T F S S M T W T F S
1 2 3 4 5 6 1 2 3 4 1 1 1
7 8 9 10 11 12 13 5 6 7 8 9 10 11 2 3 4 5 61 7 8
14 15 16 17 18 19 20 12 13 14 15 16 17 18 9 10 11 12 13 14 15
21 22 23 24 25 26 27 19 20 21 22 23 24 25 16 17 18 19 20 21 22
28 29 30 26 27 28 29 30 31 23 24 25 26 27 281 29
30
July August September
S M T WI TI F S S M T W T F S S M T W T F S
1 2 3 4 5 6 1 2 3 1 2 3 4 5 6 7
7 8 9 10 11 12 13 4 5 6 7 8 9 10 8 9 10 11 12 13 14
14 15 16 17 18 19 20 11 12 13 14 15 16 17 15 16 17 18 19 20 21
21 22 23 24 25 26 27 18 19 20 21 22 23 24 22 23 24 25 26 27 28
28 29 30 31 25 26 27 28 1 291 30 31 29 30
October November December
S M T W T F S S M T W T F S S M T W T F S
1 2 3 4 5 1 2 1 2 3 4 5 6 7
6 7 8 9 10 11 12 3 4 5 6 7 8 9 8 9 10 11 12 13 14
13 14 15 16 17 18 19 10 11 12 13 14 15 16 15 16 17 18 19 20 21
20 21 22 23 24 25 26 17 18 19 20 21 22 23 22 23 24 25 26 27 28
27 28 29 30 31 24 25 26 271 281 29 30 29 30 31
Holiday
Budget Guidelines signed by BOCC and sent to offices and departments
Official request for budgets required by RCW 36.40.010
Budget estimates due in Munis as required by RCW 36.40.010
Preliminary budget submitted to BOCC by Auditor per RCW 36.40.050
Policy Level Requests (PLRs) and Budget Narratives due to Budget Office
Overview of the 2025 Preliminary Budget with PLRs
Possible Dates to Schedule Board Budget Negotiations with Departments
Overview of the 2025 Preliminary Budget with PLRs included/excluded based on Board negotiations
2025 Preliminary Budget Due on County's website to adopt by 1 st Monday in December
Public Hearing to Certify to County Assessor taxes to be levied upon property in the county
Public Hearing at 9:00 a.m. to Consider Adoption of the 2025 Budget