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REVENUE SUFFICIENCY ANALYSIS AND FINANCIAL FORECAST - STORMWATER UTILITY SYSTEM - FY 2001-2006Citv of Clearwater Stormwater Utilitv Svstem Revenue Sufficiency Analysis and Financial Forecast F�' 2001 through FY 2046 Prepared by Burton & r��soeiaires, Inc. Ociober, 2001 , ' 1 � ' ' ' r � 1 � ' , ' ' ' , l__ 1 ' Citv of Clearwater Water & Sewer° Utilitv Svstem Revenue Sufficiency Analysis and Financial Forecast FY 2001 through FY 24t16 Table of Contents Introduction & System Overview ................................................................................ 1 Methodology. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... 3 Base year Data and Baseline Forecast Assumptions .......................................................... 4 TheRate-setting Process .................................................................................................... 6 Current Rates and Rate Revenues ...................................................................................... 7 Other Revenues and Sources of Funds ............................................................................... 8 MajorSystem Costs ........................................................................................................... 9 Financial Mana.gement Plan Scenarios .............................................................................. 10 Appendix I- Full Sei of Schedules for Adopted Plan .......................... .. .... following page 12 Appendix II - Rate flrdinance ............................................................. .. ......following page 13 Append� III - Detailed Descriptions of Capital Improvements Projects.. ..following page 14 ' , ' 1 LJ ' ' �III J �I ' ' , ' ' � ' ' ' ' Cityo uf Clearwater Stormwater Utilitv Svstem Revenue Sufficiency Analysis and Financial Fo�ecast FY 2001 through FY 2006 Introduction This report presents the results of the rate study conducted for the City of Clearwater Stormwater Utility System (the System) by Burton & Associates, Inc. The study was conducted during Fiscal Year 2001 and consisted of a revenue suf�iciency analysis for the period FY 2001 through FY 2006 (the "forecast period") to determine the adequacy of current rates to fund the System's projected costs during the forecast period and to provide alternative financial management plans for consideration by the City. During the course of the study, the following process was followed (all dates are in 2001): • An initial analysis was completed in July, reviewed by staff, and revised based on staff comments in August. • An interactive session with staff was held on August 24. • A presentation was made to City mana.gement on September 6, followed by an interactive �ession. - - • On September 25, an interactive session was held with staffto determine final recommendations. • A presentation of sta�s final recommendations and the final revenue sufficiency analysis was made to City Management on October 2. • Presentations were made to individual commissioners on October 3. • On October 17, the study was presented to the City's Environmental Advisory Board (EAB). • On October 24, a public presentation and worksho� was held. • On October 29, the Ciiy Commission reviewed final recommendations and staf�s presentation in workshop session. • The ordinance increasing the stormwater rate in accordance with City management's recommendation was adopted on first reading on November 1 and on final reading on November 15. This report documents the methodology and findings of the revenue suffciency analysis, reviews the alternative financial management plans considered, and discusses the adopted plan in detail. Svstem OuerUiew The City oiClearwater implemented a stormwater utility fee in 1991 based upon a study conducted by a consulting engineer. The study recommended a plan, subsequently adopted by the , City of Clearwater Stormwater Utility Page 2 Revenue Sufficieney Analysis FY 2001- 2006 Final Report — October 2001 ' City, whereby fees are levied on the basis of equivalent residential units (ERU's). An ERU is ' defined as tlze amount of average impervious surface per single-family resideniial parcel in the City. Ignoring slight dif�erences a,mong single-family parcels, the fee for a single-family residential customer and for each individual unit in a multi-family complex is set at 1 ERU. The number of ' ERU's for a commercial customer is determined by dividing the amount af impervious surface on the parcel by the amount of impervious surface defined to be in 1 ERU. Where drainage facilities ' that reduce stormwater runoffha.ve been constructed on a site, the number of billable ERU's for that site are reduced in accordance with the mitigation provided. In FY 1997, the average number of ERU's billed each month was approximately 96,000. , Since implementation in 1991, the City has accounted for �ts stormwater utility operations in the Starmwater Utility Enterprise Fund. The origina.l study that established the utility set rates at $3 ' per ERU. Stormwater fees at the rate of $3 per ERU produced $3.45 million in fees during FIr 1997, with another $20,000 generated from miscellaneous sources of income. Operating expenses requiring current resources (excluding depreciation} were $2.54 rivllion and transfers ' out to other funds were $4.58 million, resulting in a recurring net increase in working capital of approximately $400,000. Historica�lys the System had funded its major capital requirements with current resources, limpted to the amount of net cash flo�v available in each year. Debt financing ' has nat been used except for five-year lease purchase agreements for vehicles, and the System had no significant long-term debt.i ' The need for substantia4 capi�ai imgrovem�nts prompted the 1998 rate st�.dy. For some tune, City� management had been concerne� that the capital projects expendifures made possible by annual net cash flow under the original rates was insufficient ta address significant and worsening ' fiooding and water quality problerns attributable to ina.dequacies in the stormwater rnanagement inirastruciure. In r�spoa�se to thai c�ncern, Systern staff prepared a comprehensive survey af ' needed capital improvements. The total cost of �rojects in the survey exceeded $100 million. After an intensive review and prioritization of this masier capital improvements program (CIF), and m consideration �f the degree of mcrease ua rates that would be considered accep�able by the ' System's customers, the five-ye� CIP (F� 1999 through FY 2003) was reduced to $30 million. The CIP became the most significant finar�cial fa�tor influencing the outcome of the 1998 reveriue sufficienay analysis. ' The 1998 study (Burton & Associates, Inc., 1998) recarnmended adoption of a rate ir�crease of 33.3% on October 1, 1998 (FY 1999) and of 4.3°fo in each subsequent October 1 through ' October 1, 2002 (FY 2003). This increased the Starmwater rate to $4 per ERU in FY 1999, and would have resulted in an increase to $4.73 per ERU in FIT 2003. These rate increases were adopted by the City Commission in Ordinance N�. 63Q9-98 on August 6, 1998. They were ' expected to provide funding a$30 million capital improvements pragram over the next S years, using debt financing through the issuance of 30-year Stormwater Utility revenue bonds, as well as meeting the operations and m�intenanc� needs of the System. ' , 1 From City of Clearwater Comprehenszve Annual Financial Report far Fiscal Year Ended September 30, 1997. ' Burton & Associates , 1 ' l. 1 ' ' �I �I ' �I ' ��� , � �''� 1 , ' ' City of Clearwater Stormwater Utidity Page 3 Revenue Sujficiency Analysis FY 2t101 - 2006 Final Report — October 2001 During Fiscal Years 1999 and 2000, the Stormwater Utility staff, with the assistance of consulting engineers, completed basin drainage studies for the entire City. In addition, current levels of operational service were evaluated for adequacy. These efforts resulted in the identification of additional needs for both operational and capital eapenditures. The capitai requirements during Fiscal Years 2001-2006 were expected to total $72.4 million, an average of about $12 million per year. This doubled the assumed $6 million per year assumed in the Past rate study. In addition, the need for additional operating costs (in excess of normal inflationary increases to current expenditures) was expected to reach $200,000 per year in FY 2002, and this increase was expected to double to more than $400,040 per year by FY 2004. For this reason, a new rate study was initiated in FY 2001. The 2001 study, documented in this report, recommended adoption af a rate increase of 40.8% on January l, 2002 (FY 2002) and of 16.8% on October 1, 2002 (FY 2003), followed by a 12% increase October l, 2003 (FY 2004) and 8% increases on October 1, 2004 and 2005 (Fiscal Yeat�s 2005 and 2006). These recommended increases, which would result in an increase in the Stormwater rate from $4.35 per ERU in FY 2001to $9.35 per ERU in FY, were adopted by the City Commission in Ordinance No. 6855-01 on November 15, 2Q01. They are expected to provide funding a$72.4 million capital improvements program over the 6 years inclusive of FY 2001 through FY 2006, using debt financing through the issuance of 30-year Stormwater Utility revenue bonds, as well as meeting the operations and maintenance needs of the System during that period. Methodologv The analysis was performed using an interaetive computer model that simulates the financial dynamics of a stormwater utility, customized for the specif'ic financaal policies, objectives, and economic environment of the City of Clearwater. The model uses assumptions regarding such variables as expected customer growth; automatic price index adjustments to rates; the effects of grovJth and economic inflation on operating and maintenance costs; the timing of any rate increases and bond issues; average earnings rate on invested cash balances in each year; debt issuance parameters such as costs of issuance, term, and interest rate; desired levels of working capital reserves; and desired debt service coverage ratios. A five-year financial forecast is developed by applying these assumptions to beginning fund balances, revenues, and expenses; other uses of fund such as transfers and capital expenditures; and other sources af funds such as impact fees. in the caurse of the analysis, the model tests for the su.�iciency of revenue to meet the following tests: Burton & Associates ' City of Clearwater Stormwater Utility Page 4 Revenue Suffcciency Analysis FY 2001- 2006 Fina[ Report — October 2001 ' • Coverag� Net revenues (revenues less expenses} must be sufficient to meet the debt service ' coverage requirements defined in the bond coeenants (plus any discretionary buffer set by City policy). _ � Totat fundin� Total sources of funds must be adequate to cover total uses of funds. ' • Reserve� Total sources of funds must be su�'icient to maintain required reserves and any working capital reserve established by City policy. ' �l ' LJ � '- l __J f _1 If revenues axe insufficient to satisfy any of these criteria, the model solves for the increase in rate revenue required to cure the insuff'iciency of funds. In addition, if after meeting all of the above requirements funds are inadequate to fully fund the City's capital improvements program, the model calculates the amount of debt %nancing needed and solves for the related annual debt service requirements and any resulting rate increase. Through a series of computational iterations, the optimal solution is found and the model balances. To develap a iinancial management plan, the results of an initial analysis, designated the "baseiine", are examined for consistency with the utility's objeetives. Aliernative analyses ("scenarios") are then developed using variations in assumptians that are within the control of management, such as the timin� of capital projects, scheduled rate increases, and the timi.ng and natwre of debt financing. From these aiternatives the most desirable fin.ancial management pian is selected, determinu2g the revenue requirements for the forecast period. d3ase Year Data and .Baseline Forecast Assr�a�zp�ions Data for the FY 2001 base year was primarily drawn from the City's budget. However, budget data was updated to the extent possibie based on actual experience and any revisions made during the year. ' The sehedul.e below provides the baseline forecast assumptions used to initialize the model. Assurnptions were developed based on the City's specific needs a.rid circumstances, our experience with other utilities, and general economic conditions. All were discussed with staff. , ' ' , ' ' Genergl economac assum�tions. In general, the assumptions are eonservative. We assume no growth during the forecast period, assume rrioderate interest earnings raties, and calculate debt service on new revenue bonds based upon a 6% interest rate, which is slightly higher than the current market rate. Debt raaaaacing assumptions. We have assumed thai the City will issue 30-year revenue bonds to financed portians of the CLP that cannot be funded irom current cash flow. Debt service requirements an this debt are assuaned to commence immediately upon issue (no capitalized interest) and consist of level total annual payments of principal and interest. We Burton & Associates City of Clearwater Stormwater Utility Revenue Sufficiency Analysrs FY 200I - 2006 CITY OF CLEARWATER, FLORIDA STORMWATER UTILITY SYSTEM S/G�IFI�ANT FORECAST ASSUMPTIONS 1 2 3 ADOPiED INCREASES IN RATES 4 CUST4NER GROWTH 7 %GROWTH RECOGNIZED IN E�ENSES 8 ANNUAL GROW7H COMPONENT 9 ANNUAL INFLATION COA�ONEN7 10 TOTAL APPLi� TO 0(PBiSES 11 OVE I 12qLL PAT b PAY-RELA7ED 7'D RlFLEGT MBtIT SYSTEM 13qDD FOR XEALTN lNSURANC! � 14ApD FOR PBiS10N CONTRtdtJT10N RATE INCREASE 15ADD FOR IN7�lNAi SERVICE CHAR6� 16 pp[C6NTA6E OF YEAI! ItkTE tIVCItRASE i5 �fBCT VE 17 p�C�{R(.� pp TPAR BilND Ft1NDS RVA1 LABLE 181N71�REST EARNINOS RATCS� � 19 REt�ENUE kCCOUNT 20 t998� BOND� PROCEEDS 21 NOTUSED 22 NOT USED 23 BOND FUNDS (NEW ISSUES) 24 DE6T ISSUANCE 25 DEBTSERVICERESERV@SURETY (%OFDEBTSERVICE) 26 DEBT SERVICE RESERVE FUND (YEARS OF DEBT SERVICE) 27 CAPITALIZED INT. TO BOND SINKINO FUND (YEARS OP IN7ERES'n 28 UNDERWRITERSDISCOUNT(%PAR) 29 OTHER COSTS OF ISSUANCE (X PAR) 30 COST OF BOND INSl1RANCE (°k PAR) 31 TERM OF ISSUE (YEJUtS) 32 ANNUAL 4N7ERESTRATE 33 39 CAPITAt 4MPROVETAERTS� FtlND� 3.00% 1.0�% 1. �% 4.5fl°k 30 6.OD% Page 5 Final Report - Qcto6eF 2001 C[\1231DATA�CLWSTDI\11010'f. WK4 t1/01/20d1" 2001� 2002 2003 2004 2005 2008 FSTtMATE PRQ.tEC7'� PROJ�ECT@1� PRW�TID PROdECI'� PRWEGI'@D 4�.30% 4.30% 4.30 k - - - N!A - - - -- - N/A " - - - - N/A - - - N/A - - - - N/A 3.00% 3.00°i6 3.00 % 3.00% N/A 3.00% 3.00% 3.00% 3.00% N!A 2_50% 2.50°� 2.50% 2.50% N/A 19.50% 14.50% 9.50% 9.50% N/A - - - - NIA- 1.50% 1.50% 1.50% 1.50% . . �.6 1 : -k� . . . 3.00°.6 2.50°.6 9.50% 1.50% 50.00% 100.00% 100.00%� 100:00% 100. W% 100.00 � 5.5Q% 5.50 % 5.00°h 4.5�0°% 4.00°6 4.00% 5.5Q°k 5.50°.6 5.00°.G 4.50% 4.0C1% 4.00% 5.50% b.5Q% 5.00% 4.50% 4.0095 4.0096 5.5Q % 5.50 % 5.OQ°fo 4.50% 4.06 k 4.00% 5.50°k 5.50% 5.00% 4.50°h 4.00 % 4.00% IER SIGNIFiCANT ASSUMPTIONS: 2KING CAPITAL ABOVE RE�UIRED RESERVES (PERCENT OF O&M FJ�ENSE) 25.00% �ue fw coverage indudes opeiating 2venue antl all irrterest eamings indutling 2sMCtea accounts. oses for coverage includes aN curraM operating expenses, exciudes t2nsfers and capital outfay. service for rate co�enant is cunent year actuaf debt service payrrents, excluding caprtaH�d rMerest. service for pariEy test is rrsxirrumfuture annual debt service. 1fRED �VER4GE. Panty Test: 720 Rate Covenant: 1.15 =D DlSCi7ETI0NARY BUFFB7: . 4D.00% 40.00% 40.00% 4D.OD% 40�00% assume that the debt service reserve fund requirement is grovided by a surety costing 3% of annual debt service and that total issuance costs will equal about 2% of par. �uidity assumptions. We dete�mined through discussions with staff that unrestricted fund balances (working capital reserves) should be maintained at a level equivalent to three months' operations and maintenance expense. This v�ould provide working capital to operate the system if as much as three month's revenue were to be lost. This working capital reserve also provides resources to mitigate or avoid rate increases resulting from unanticipated increases in system costs (for example, unscheduled replacement of critical components due to an operational failure}. I�ebt service cot�erage reauirements. Debt service coverage requirements have been set at the level required by the City's bond covenants. "Debt service coverage" refers to the ratio between Net Revenues {NR} generated through system operations and the required Debt Service Requirement (DSR) on revenue bonds (calculated as NR/DSR, and expressed as a Burton & Associates tl �J ' CI C� ' � , ' City of Clearwater Stormwater Utility I'age � Revenue Sufficiency Analysis FY 20l/1- 2006 Final Report — October 2001 decimal fraction, e. g. 1.15). The debt service coverage requirements are part of the City's contract with purchasers of its stormwater revenue bonds, and are included in the ordinances adopted by the City Council when revenue bonds are issued. The ordinance governing a particular bond issue is included in the Official Statement given to prospective purchasers of the bonds; they therefore are construed to purchase the bonds based on their reliance on the City's maintenance of sufficient revenue to meet the coverage tests. We emphasize that debt service coverage is measured according to defnitions included in ttae City's contractual agreement with its bandholders. It is an ariifact af the measurement process, and its Ualue as an objective economic indicator depends upon the perspectiae of the user. There may be other measures evaluated by the rating agencies and municipal bond insurance companies that will haue importance}'or purposes of obtaining debt fnancing. There are two coverage tests required by the City's band covenants, as follows. O Rate couenant �applies in eaer� vear) Net Revenue = 1.15 x[Debt 5ervice Requirement] where Net �evenue = Gross Revenue -�perations and Maintenance Expense and Qnerations and Maintenance Exbense exclud�ss any aperating transfers-out and Gross ReUenue = GAAP revenue ? including interesi earnings on all.�'unds ' O Paratv Test jabblieabde in years when revenue bonds are issu�rl) - Net Revenue = 1.20 x[Maximum Annual Future Debt Service Requirement] where Net R�Uenue = PRIOR FISCA.L YEAR �Gross Revenue - Operations and � Maintenanee Expense], adjusted far any planned rate increases and expeeted growth in the eurrent Fiscal Year and Gros�., euenue = GAAP revenue, including interesi earnirags on all funds � , The Rate-Setting Process ' Rates for government-owned starmwater util.ity utilities are set based upon the requirement of the utility for funds to pay the costs of the system. �"hese costs fall into four major categaries of expenditure: ' ' ' , i • Operations and maintenance exnenses - the annually recurring cost of Iabor, supplies, and minor capital items necessary for the day-to-day operation of the system and its maintenance in goad working order 2 Revenue determined in accordance with generally accepted accounting principles. BUI'tOil tQt ASSOCIatCS City of Clearwater Stormwatet Utility Page 7 Revenue Sufficiency Analysis FY 2001- 2006 Final Report — October 2001 • Transfer pavments to other funds - annually recurring payments made to other funds for services rendered, as a payment in lieu of taxes that would be required if the utility were investor-owned, or as compensation for the citizens' risk of ownership • Major capital exnenciitures - expenditures that (a) renew, replace or improve the existing facilities of the system or (b) add new facilities that expand the capacity of the system. These costs may be incurred either through current funding in cash or in payment of debt service on loans used to iinance the expenditures. In the latter case, the system must also generate suff'icient revenue to meet the debt service coverage requirements in its bond covenants (see discussion above) • Reserves - maintenance of reserves funds established by the bond covenants at the required levels, and the establishment and maintenance of suff'icient unrestricted and unreserved fund balances to meet working capital requirements and to reasonably provide for unforeseen costs To pay these costs, the utility has three major resources: services Rate revenue - receipts from charges to users for the provision of stormwater Utility Miscellaneous reaenue - receipts from special charges for specif'ic services rendered, other ongoing services such, late payment charges, and interest on investments • Impact}'ees (system development charges) - fees charged to new customers to offset the cost of their impact on the system. Impact fees are restricted to the payment of capital costs incurred for the funding of facilities that increase the capacity of the system. In its simplest form, rates for any given forecast year are set as follows: Total annual cost requirements Less: Miseellaneous revenue Less: Impact fees used to gay canital costs Equals: Total revenue requirements from rates Diaided bv: Current revenuegenerated}'r-om rates Equals: Proportionate (%) increase reauired Current Rates and Rate Rer�enues Stormwater Rates. During FY 2001, the System's stormwater utility fee of $4.35 per ERU produced approximately $5 million per year, as reflected in the FY 2001 budget. Fees are levied on the basis of equivalent residential units (ERU's). An ERU is defined as the amount of average impervious surface per single-family residential parcel in the City. Ignoring slight differences among single-family parcels, the fee for a single-family residential customer and for each individual unit in a multi-family complex is set at 1 ERU. The number of ERU's for a Barton & Associates , City of Clearwater Stormwater Utiliry Revenue Sufficiency Analysis FY 2001- 2006 �I � � �J Page 8 Fina[ Report — October Z001 commercial customer is determined by dividing the amount of impervious surface on the parcel by the amount of impervious surface defined to be in 1 ERU. Where drainage facilities that reduce stormwater runoff have been constructed on a site, the number of billable ERU's for that site are reduced in accordance with the mitigation provided. In FY 2000, the average number of ERU's billed each month was approximately 95,000. Other Revenues and Sources of Funds era Other operating revenue sources for the System are not signif'icant, totaling $20,000 per year. Interest Income. The System generates signiiicant annual intexest income, , primarily from construction funds accumulated in the Capital Improvements Fund of the City. FY 2001 interest is estimated at about $349,000, and the forecast indicates that this will increase ' , , ' � ' t ' City of Clearwater, Florida Stormwater Utility Enterprise Fund Revenue Account Ba/ance Available forAppropriation September30, 2000 (a) Recommended Rates UNRES7RICTED CURRENT/LSSETS: CASH ON HAND AND IN BANKS EQUITY IN POOLED CASH / INVEST. TOTAL RECEIVABLES, NET DUE FROM OTHER FUNDS DUE FROM OTHER GOVERNMENTS INVENTORIES PREPAID EXPENSES AND OTHER TOTAL CURRENT LIABILITIES PAYABLE FROM UNRESTRICTED CURRENTASSETS: ACCOUNTS/CONTRACTS PAYABLE ACCRUED PAYROLL ACCRUED COMPENSATED ABSENCES DUE TO OTHER FUNDS UNRES7RICTED WORKING CAPITAL ADJU3TMENTS: DEDUCT UNBILLED ACCOUNTS RECEIVABLE OTHER DEDUCTIONS ADD: WORKING CAPITAL CLASSIFIED AS RESTRICTED, BUTAVAILABLE FOR CtP ADD: ACCRUED COMPENSATED ABSENCES AVAILABLE FOR APPROPRIA710N 563,000 703,000 1,604,000 $2,870,000 232,000 24, 000 71, 000 000 322,000 71,000 000 (a) Account balances from balance sheet at September 30, 2000, and supplemental information from Public Works. SOU�C@: BUf�Otl B.I�SSOC18t2S C:1123\DATA\CLWST0111 1 01 0 1.WK4 11/01f2001 Burton & Associates � III J � �I ' ' ' ' ' ' - ' ' , ' , ' City of Clearwater Stormwater Utility Page 9 Revenue Sufficieney Analysis FY 2D01 - 2006 Final Report — October 2001 to almost $900,000 in FY 2003, thereafter declining to $100,000 in FY 2006 as the capital improvements program in eompleted and construction funds are expended. Fund Balances at the Be�inning oJ' the Period. Fund balances available for appropriation at the beginning of the period were $2.5 million, defined as the System's current assets, less current liabilities, on September 30, 2000 (beginning of FY 2001), adjusted as shown below. Of this $2.5 million, $750,000 was held in reserve for potential liabilities regarding to court cases. There was an additional $5.4 million available from the i999 revenue bond issue, use of which is restricted to funding of capital projects. Maior Svstetra Costs During tlae Forecast Period Dberations and Maintenance (O&ltl,� Expenses. �&M expenses represent the annually recurring cost of labor, materials and supplies, and minor capital items required to operate the system and maintain the level of service demandeci. O&M expenses are expected to total approximately $3.7 million in FY 2001. During the forecast period after F'i' 2000, it was assumed that in general O&M expenses will grow at an inflation rate of 3°!o annually. In addition, it was�ssumed that pay and pa�- related benefits would increase by an additional 2.5 %(total of 5.5 %) annually to reflect the City's merit pay system. Health insurance costs were estimated to increase by an additional 19.5% in 2002, 14.5°!o in 2003, and 9.5°fo each year fa� 2004, 2005 and 2006, based on the City's past experience as reflected in current risk management estimates. Internal Service Fund cha�ges are expected to increase 1.5% per year above inflation (total of 4.5%). In total, application of these rates of increase to the appropriate expenditure items results in an average annual ccmpound rate inerease in total O&M expenses of 4.9% during the forecast period. Debt Service. Debt service on existing revenue bonds in FY 2001 was $517,000 and remains appraximately level throughout the forecast period. In subsequent years, new debt iinancing is amortized thraugh level payments over thirty years as described in the section above describing the economic assumptions used in the forecast. Assuming the issuance of bonds in FY 2002 , 2004, and 2006, annual debt seruice on new issues increases from $1.7 million in FY 20Q2 to $4 million in FY 2006, thus increasing total debt service from $517,000 to $4.5 million during the forecast period. Traxcs ers. Operaiing transfers to the General Fund are calculated, in accordance ' with City policy, as 4.5°l0 of total revenue from two years prior. The transfer increases from $156,000 annually at the beginning of the �eriod to $369,000 in FY 2006. ' ' Burtan & Associates ' u ' � City of Clearwater Stormwater Utility Page 10 Revenue Su, jficieney Analysis FY 2Q01- 2006 Final Report — October 2041 Capital Exnenditures The system's c,�.pital improvements program (CIP) for the period FY 2001-2006, totaling $72.4 million, is shown on the following page. Financiat Management Plan Scenarios In consultation with City management and staff during the interactive sessions and through ' subsequent discussions with staff, a large number oi%riancial management plan scenarios were discussed. These were eventually narrowed to three alternatives, as shown in the graphic below. ' ' ' ' � ' ' ' ' ' ' ' , L. J All scenarios provide sufficient revenue to meet all projected System cost requirements during the forecast period, including the capital improvements program. 01 4.3% 02 36.4% 03 4.3% 04 29.1% 05 3.1 °� Q6 13.1°k Total 923.49�0 o� a,a°vo Q2 40.8% 03 16.8% 04 72.U% '' E 05 8.0°k O6 8.0% Totai 124.1°k � 3ASEl.INE atural Rate 3 • Stronger 2 � EVELtZEi r e�VOltl �f81 spikes" 01 az 03 04 05 0& Total 4.3°k 36.6°k 17.9% 13.0°k 8.0% 8.0% 121.4% Scenario 1— Increase ra,�es on when cznd � needed, maantain minimum debi service �overage. Often referred to as a natural rate plan, this scenario allows the rate model to calcuiate "just in time" rate increases based on minirraum financial requirements. It has the disadvantage of large "rate spikes" in sor�2e years, with rela�ively low increases in athers. In addition, relatively minor unfavorable variances from assumed financial parameters could result in a need for higher rate increases than those proj�eted. Burton & Associates ' City of Clearwater Stormwater Utility Page 11 Revenue Sufficiency Analysis FY 2001- 2006 Final Report — October 2001 ' Scenario 2— Levelized rate increases This scenaria eliminates, as much as possible, wide ' swings in the magnitude of rate increases from year to year. It still achieves only minimum debt service coverage levels. ' Srpnn.rio 3— Recom�nended rate increases resulting in hi�her coveru�e This scenario minimizes rate swings from year to year, but slightly increases the total rate change during the , period in order to provide a"margin of safety" above minimum debt service coverage levels. Conclusion ' After careful review by staff and City management, presentation to the City ' Commission, and public discussion in a large number of forums, the recommended Scenario 3 was determined to be in the best interests of the City and its Stormwater Utility. ' Accordingly, annual increases for the entire forecast period were adopted by the City Council in November, 2001. ' A full set of schedules for the analysis supporting ihe adopted %nanciai management plan is ulcluded in the report as Appendix I. ' - ' J ll ' � C ' ' ' Burton & Associates City of Cdearwater Stormwater Utility Revenue Sufficiency Analysis FY 200I - 2006 •. r � • � Page 12 Final Report — October 2001 ' � / ' � / t / _ ' / / / � f / / '/ / • �' �, � / Burton & Associates � � � � � � � � � � � � � � � � � � � Annual Rate fncrease 15,00% 10.00% 5.00% 0.00% - -------- �Adopted ------ --- ❑Additional �001 2002 2003 2004 2005 2006 Fiscal Year Unrestricted Balances I � — 3.0 Mos. O&M $1,5Q0- H '� � $�I,000 N 3 � $500 H �O 2001 200� 2003 2004 2005 2006 End of Fiscal Year City of Clearwater, Florida FINAL PLAN �ao $35 ��o _ �25 � $20 �� .� ' � S15 $10 $5 $0 � Net Bond Proceeds 2001 2002 2003 2004 2005 2006 Fiscal Year Stormwater Utility Burton 8� � 03/06/2002 Page 1 of 1 � � � � � � � � � � � � � � � � � � � CITY OF CLEARWATER, FLORIDA SCHEDULE 1 S"I�ORMWATER UTILITY SYSTEM Forecast of Finan�cial Results of Operations with Computafion of Debt Service Coverage lN ACCORDANCE WlTH BOND COVEfVANTS SHE SCHEDULE 2, "FORECAST OF SOURCES AND USES OF FUNDS", FOR MORE DETAIL FINAL PLAN 2001 2002 2003 2004 2005 2008 1 2 3 4 5 s 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 I'IC RATE INCREASES IAL RATE INCREASES REQUIRED AGE OF YEAR RATE ADDITIONAL INCREASE IS EFFECTIVE > RATE REVENUE INCREASE DUE TO CUSTOMER GROWTH t......� . .. iu �.uv ro °-' '-' ".. ---- 35.00°% 12.00% 12.00% 8.00% 8.00°/a 700.00% 75.00% 100.00% 100.00% 100.00% 100.OA% N/A .._ ---- ---- ---- F��V�N_Sl_� AVAILABLE FOR DE$_T 5��2V1C� RATE REVENUES $4,980,000 $6,557,000 $8,191,000 $9,174,000 $9,908,000 $10,701,000 OTHER OPERATING REVENUES $20,000 $20,000 $20,000 $20,000 $20,000 $20,000 __ INTEREST INCOME, OPERATING FUND _ _ _ $349,OQ0 $477,000 $869,000 $388,000 $248,000 $104,000 TOTAL OPERATING REVENUES $5,349,000 $7,054,000 $9,080,000 $9,582,000 $10,176,000 $10,825,000 OPERATING EXPENSES ____ _ _ _____ $3,723,000 $4,191,000 �4,426,000 $4,734,000 $4,945,000 $5,183,000 NET REVENUES, OPERATING FUND $1,626,000 $2,863,000 $4,654,000 $4,848,000 $5,231,000 $5,642,000 �I�T ��RV�E REQUIREMPNTS CURRENT DEBT SERVICE FOR RATE COVENANT $517,000 $2,223,000 $2,223,000 $3,892,000 $3,891,000 $4,490,000 MAXIMUM FUTURE DEBT SERVICE FOR PARITY TEST $521,000 $2,226,000 $2,226,000 $3,896,000 $3,896,000 $4,495,000 QEBT SERVlC� �VERAGE MINIMUM ? — Required in each ye�r � RATE COVENANT 1.15 3.15 1.29 2.09 1.25 1.34 1.26 F?equired only in ysars when additiona/ senior lien revenue bonds are issued. PARITYTEST------ — ------- --,— 1.20 ----=_. _-----N/A -- --1,29 ___ N/A 1.24 ___ N!A ---- 1.26 RECONCiUATION TO_TOTAL SOURCES AND USES OFFUNDS NET REVENUES IN THE OPERATING FUND, RESTATED $1,626,000 $2,863,000 $4,654,000 $4,848,000 $5,231,000 $5,642,000 SOURCES OF FUNDS NOT INCLUDED IN COVERAGE 1,350,000 7,307,000 862,000 55,000 55,000 55,000 USES OF FUNDS.NOT INCLUDED IN COVERAGE ___ __ _ �__ (4 684 OOOZ_�10,035,000)_ (5,845,000) (4 817,000) �5,341,000) t5,637,000) SOURCES OVER (UNDER) USES, REVENUE ACCOUNT (1,708,000) 135,000 (329,000) 86,000 (55,000) 60,000 SOURCES OVER �UNDER) USES, OTHER ACCOUNTS 3,942,000 _ 7,829,000 {856,000) _ 8,325,00�� (2,618,000) (1,747,000) ------ --- -- ------ -- - TOTAL SOURCES OVER (UNDER) USES 2,234,000 7,964,000 (1,185,000) (8,239,000) (2,673,000) (1,687,000) r---- TOTAL BEGINNING BALANCES_ ____ _ _ _ __ _ FY 1999 i $7,92?,000 __$10,156,000 _ $18,120,000 $16,935,000 $8,696,000 $6,023,000 TOTAL ENDING BALANCES " __�_$7,922, 00 0 i $10,156,000 $18,120,000 $16,935,000 $8,696,000 $6,023,000 $4,336,000 ' SEE SCHEDULE 2 FOR COMPOSITION OF ENDING BALANCES �— — — -- -- SOURCE: BURTQN � ASSOCIATES 03/06/2002 � � � � � � � � � � � � � � � � � � � CITY OF CLEARWATER, FLORIDA SCFiEDULE 2 STORMWATBR UTILITY SYSTEM Forecast of Sources and (Ises of Funds QNA WORK/NG CAP/TAL BAS/S NOTES REFER TO SCHEDULE 3, "NOTES TO FORECAST OF SOURCES AND USES OF FUNDS" SEE SCHE�ULE 4 FOR SUMMARY OF SIGNIFICANT FORECAST ASSUMATIONS FINAL PLAN 2001 2002 2003 2004 2005 2006 _ NQTE$ ESTIMATE PRO,lECTED PROJECTED PROJECTED PROJECTED PROJfCTED SOURCES OF FUNDS: _- REV�NUE ACCOUNT RATE REVENUES OTHER OPERATING REVENUES INTEREST INCOME TRANSFERFROM GENERALFUND i 2 3 4 5 6 7 8 9 10 17 �z 13 i4 15 16 17 18 19 zo 21 az as 2k 26 26 27 28 29 ao 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 1998 BOND PROCEEDS BOND PROCEEDS IPITEREST EARNWGS _ rorac NEW DEBT FINANCING INTERIM FINANCING PROCEEDS BQND PROCEEDS INTEREST EARNINGS ON BOND PROCEEDS � $4,980,000 $6,557,000 $8,191,000 $20,000 $20,000 $20,000 Sched.10 $349,000 $477,000 $869,000 B $5b,000 $55,000 $55,000 $14,361,000 $9,942,000 $9,174,0(30 $20,000 $388,000 $55,000 $9,637,000 148,000 - 148.000 ------- -__ ---- --- $7,029,000 ---- ---- $22,687,000 $9,908,000 $10,701,000 $20,000 $20,000 $248,000' $104,000 $55,000 $55,OOQ 1Q,231,000 $10,880,000 $t6,354,000 --- $5,332,040 ---- ---- $22,226,000 ---- $7,978,000 _ _ __ _ I w.Hau. �v 1_ ••" +➢Y1.7,VVV �"' YILb,UUV --- .�5Z,0{10 TOTAL $7,029,000 $23,106,000 $16,354,000 $22,355,000 $5,332,000 $8,030,000 CAPITAL IMPFtOVEMEN7S FUND (CIF) TRANSFERS-IN $15,375 000 $23,299 000 $18 566 000 $6 269 000 $5 830 000 $3 064 000 TOTAL. SOURCES OF FUNQS $29,251,000 $60,766,000 $44,862,000 $38,281,000 $21,393,000 $21,974,000 USES OF FUNDS: REVENUE ACCOUNT � �PERATING EXPENSES E $3,723,000 $4,191,000 $4,426,000 $4,734,000 $4,945,000 $5,183,000 TRANSFER TO GENERAL FUND F $156,000 $225,000 $225,000 $235,000 $330,UOp $389,000 PAYMENT OF PCSB IWBtLfTY G $750,OQ0 --- --- __- ___ ____ CAPffAL DUTIAY H $76,000 $89,000 $89,000 $89,000 $89,000 $89,000 TRANSFER TO GARAGE FUND $32,000 $25,000 --- ___ ___ ___ LEASE PAYMENTS - EQUIPMENT i $143,000 $251,0�0 $298,000 $333,000 $323,000 $323,000 SENIOR LIEN DEBT SERVICE J $517,000 $2,223,000 $2,223,000 $3,892,000 $3,88'l,000 $4,490,000 TRANSFER TO CIF K $2,915,000 $7,222,000 $2,611,OD0 $268,000 $603,000 $366,000 INTEREST ON INTERIM FINANCING Scbed.l0 $95.000 -- $399.000 --- $105 004 --- TRANSFER TA CIF FROM 1998 BOND PROCEEDS/INTERE5T TRANSFER TO CIF FROM NEVY BOND PROCEEDSlINTEREST LIQUIDATION OF INTERIM FINANCING FROM NEW BONDS $S,A07,000 $14,226,OOQ $10,271,000 $5,526,000 ---- --- $6,H34,Q00 $16,077,000 $15,955,000 --- � $7,029,000 --- $9,551,000 $10,286,000 $10,82Q,000 $6,001,000 $5,227,OOQ $2,698,000 $16,354,000 --- $5,332,000 $14,594,000 $8,553,000 $4.911.000 $Qt�RCE� pV��UNDERI USES OF FU� ' REVENUE ACCOUNT ($1,708,000) $135,000 ($329,000) $86,000 1999 BOND PRQCEEDS ($5,378,000) ___ ___ �^ ($55,000) $60,000 NEW DEBT FINANCING $95,000 ---- $399,000 ---- $105,000 - CAPITAL IMPROVEMENTS FUND $9.225.000 $7.829 D00 ($7 255 000) ($8 325 000) ($2 723 000) ($1 747 000) TOTAL SOURCES OVER (UNDER) USES OF FUNDS $2,234,000 $7,964,000 ($1,185,000) ($8,239,000) ($2,673,000) ($1,687,000) TOTALBEGlNN/NGBAI�INCES NOTE 2000 $7,922,000 $10,156,000 __$18,120,000 $16,935,000 $8,696,000 $8,023,000 ----, - ----- ---- ---- - - ----- - TOTAL ENDING BALANCES L $7,922,000 $10.156.000 $18.120.000 �16.935.000 �s_ass o00 �R n�s nnn �e aaR nnn 1999 BOND PROCEEDS FUNDS IN CAPITAL, IMPROVEMENTS FUND NEW BOND FUNDS (NEGATNE INDICATES INTERIM FINANCING) RESERVE FOR PCSB LIABILITY * UNRESERVED, UNRES7RICTED, AND UNDESIGNATED ' * See Schedule 9 for beginning Revenue Account SOURCE: BURTqN BASSOCIATES $5,378,000 ; $750,OOa _� �sos,aoo $$9t,000 of $2,544,000 $9,225,000 $17,054,000 $15,799,000 $7,474,000 $4,751,000 $3,004,000 _ _$931,000 __$1,066,000__ $1,136,000 $1,222,000 $1,272,000 $1,332,000 --- --- ---- --- ---- ---- --- ---- - ---.__-- - -- ---- _---- avaitable for appropriation. 03/O6/2002 � � � � � � � � � � � � � � � � � � � CITY OF CLEA,RWATER, FLORIDA STORMWATER UTILITY SYSTBM AQ _ RA7E REVENUES RATE REVENUES FROM PRIOR YEAR ESTIMATED GRQWTH REVENUE FRQM GROW�}i ----- SUBTOTAL ` - PRIOR YERR AODffIONAL RATE INCREASE REVENUE PROVIDED 8Y PRIOR YEAR RATE INCREA SUB70TAl - AD P IN EA�€IJi—�UR E fiFEA�--- REVENUE PROVIDED BYADOPTED RATE INCREASE � 0 _� SCHEDULE3 a,ysu oou i6,557,000 _S8L91,000 $9,174,000 39,9a8,000 $4,775,000 54,980,000 y5,194,000 $7,314,000 $8,192,000 N/A -- _.. __ � 34,775,000 $4,980,000 55,194,000 57,314,000 $8,182,000 -- 0.00% 35.00% 12.00% 12.00% - $1,818,000 $878,000 $983,000 $4,775,000 $4,980,000 $7,012,000 $8,192,000 $9,175,000 4. 0% 3a°o� 4.30° _- — __— 5205,000 $214,000 $302,000 -- ___ $a,980;�6�--$b,73d;bti�--�7,31a;adtl—=_ -$8;��2;piS�—$g;175�p�b $R,980,000 $5,194,000 $7,314,000 $8,192,000 $9,175,000 _0.00°r6 35.00°/ 12.0096 12.00% 8.00% $0 $1,817,900 $677,680 $983,040 y73A,000 _ 100.00% ___ 75.00% 100.00% 10�.00 % 100.00% — R1 3R3 M)f1 4a7R nnn c000 nnn --� w��. ...... CARRIED FORWARD FRQM ORIGINAL UTILlTY RATE STUDY,' TRANSFER IS FOR UNDERGROUND TANK REMOVAUREPLACEMENT. 1999 BOND PRQCEEOS, NET OF lSSUANCE CQSTS, DEPOSITED TO CONSTRUCTION FUNQ PER OFFICIAL STATEMENT. 5EE NOTE J BELOW, WNICH COVERS ALL SENIOR LlEN DEBT SERVICE ITEh9S. $9,175,000 $9,175,000 8.00% $734,000 $9,909,000 $�b�,6d6 100. Page 1 of 4 � � � � � � � � � � � � � � � � � � � CITY OF CLE.ARWATER, FLORIDA STORMWATER UTILITY SYSTEM SCHEDULE3 COST �E OPERATING EXPENSES ___ ceret�R ____ 53,723,000 • ad,191,000 54,426,000 54,734,000 54,945,000 55,183,000 DIVISION R4�QGETS ENGINEERING / WATERSHED MANAGEMENT 13B5 $547,000 $506,000 $533,000 $560,000 $589,000 $675,000 ENGINEERING ( ENVIRONMEN7AL REGULATORY 1366 --- --- ___ � ___ � ___ PUBLIC WORKS/S70RMWATER UTI�ITY 2080 $3,176,000 $3,554,000 $3,724,000 $3,904,000 $4,093,000 $4,292,000 SUBTOTAL $3,723,000 $4,060,000 $4,257,000 $4,464,OQ0 $4,882,000 $4,911,000 � � 0 0 OTH� LEASE/PURCHASE Grade-All Excavator & Well PUHeadars Lap Top Computers Pawer Screener N Truck and Camera Power Screener upgrade _ J Research Envlronmentalist (Pos Upgrade) Researc� Environmantalist (New) Senior Accountant Major Medical (3,800 per empl in FY02) Pubiic Svc Tech III (pos upgrade) Public Svc Tech 111(pos upgrade) Public Svc Tech III (pos upgrade) Public Svcs Trainer {pos upgrade) Public Svc Tech III (pos upgrade) Public Svc Tech III (pos upgrede) Equfpment Related Maintenance Costs (� 15°h of equipment cost per year) Revised Administrative Service Charges $54,000 $97,000 $2,000 $30,000 $41,000 $8,000 $2,000 $2,000 $2,000 $2,000 $42,OOD $54,000 $17,000 $47,000 $2,000 $32,000 $43,000 $9,000 $2,000 $2,000 sa,000 $2,000 $75,000 $54,000 a��,000 $47,000 535,000 $2,000 $33,000 $46,000 $10,000 $2,000 $2,000 sz,000 $2,000 $z,ono $2,000 $98,040 $54,000 $47,000 $35,000 $7,000 $3,000 535,000 $48,000 $11,000 $2,000 $2.000 s2,oao $2,000 $z,000 $2,000 $102,D00 $54,000 $47,000 $35,000 $7,000 $3,000 $37,000 $51,000 $12,000 $2,000 $2,000 sz,000 $2,000 sz,000 $2,000 $102,000 PRIOR YEAR TRANSFER $150,000 CURRENT YEAR RATE INCREASE 4.30% IMPLIED ADORIONAL TRANSFER REQUIRED �6.000 TRANSFER PERCENTAGE _ 4.50% CURRENT YEAR TRANSFER � $225 000 Y U Y A , 00,0 , 14,000 , 3, 0 8, 1,Q TRANSFERPERCENTAGE_ __ 4.50% 4.50% 4.50% 4.50% PAYMENT OF PlNELLAS COUNTY SCHOOI BOARD LIABIUTY FOR FEES COLtECTED !N ERROR IS ASSUMED TO NAVE OCCURRED !N FY 2000. CAPITAL OUTLAY fS PER FY 2001 BUDGET, AND IS ASSUMED TO BE THE SAME IN ALL OTNER YEARS, INCLUDlNG THE PRJOR YEAR (FY2000). LEASE PAYMENTS ON EQUIPMENT IS PER FY 2001 BUDGET, AND !S ASSUAAED TO BE THE SAME IN ALL OTHER YEARS, INCLUDING THE PRIOR YEAR (FY2000). Page 2 of 4 � � � � � � � � � � � � � � � � � � � CITY OF CLEARWATER, FLORIDA SCHEDULE 3 STORMWATER UTILITY SYSTEM �_ SENIOR LIfN DEBT SERVICE _ �_ SCHED. 2___ a517,000 52,223,000 52,223,000 53,892 000 S3 $81000 54 490 000 EXISTING DEBT $ERVICE' ___ __ .__ __. , __ FY 1999 REVENUE BONDS $517,000 $518,000 $518,000 $517,0�0 $516,000 $516,000 DEBT SERVICE FOR NEW tSS� '_ __ � � � . ._ REDUCTION FOR PARTIAL YEAR � ___ �_ ,__ _ .� REDUCTION FOR CAPITRLIZED INTEREST _-- .__ �_ .___ __ M_ __ GROSS DEBT SERViCE REQUIREMENT FOR NEW ISSUES ___�� __ – 1,705,000 1,705,000 3,375,000 3,375,000 3,974,OOD .. SENIOR LIEN DEBT SERVICE — --- ____ _ _ __. ____5517,000 $2,223,000 ;2,223,000 53,892,000 53,897,000 __ 54,490,000 �QVERAG,�l��Ji4 41�li[A�� DEBT SERVICE FOR RATE COVENANT {CURRENT REQUIREMENTS) MAXIMUM FUTURE DEBT SERVICE ON EXISTING ISSUES (a) CALCULATION OF ANNUA�ZED qEBT SERVBCE FOR NEW I$SllE� � — — - PERCENTAGE OF YEAR @OND FUNIIS AVAILABLE: 50.00°% 100.0036 100.00% 100.00% 100.00% 100,00 % sounc€s_�uNDS; 7ERM OF ISSUE (YEARS) 30 , ESTIMATED PRItdCiPAI AMOUNT -- 23 464 000 - $22 987 000 $8 252 000 PROJECTS FUNDEDlINTERIM FINANCING REFUNDED (b) --- $22,687,000 -- $22,228,000 --- $7,978,000 DEBTSERVICE RESERYE SURETY (�, OF DEBTSERVICE) r 3.00% -- � 61,000 ---- 50,000 -- 1B4O00 DEBT 5ERVICE RESERVE FUND jYEARS OF DEBT SERVICE) -- -_- � ._. __ �_ GRPITALIZED INT. TO BOND SINKING FUND (YEARS OF �NTERES� .� __ � �_ �. _ . UNDERWRITERS DISCOUNT (°r6 PAR) 1.00°1 I -- 235,000 --- 230,000 — 83,000 OTHER COSTS OF ISSUANCE (% PAR) 1.00% � --- 235,000 -- 230,000 — 83,000 COST OF BOtdD iNSURANCE % PAR 0.3096 — 256 000 251 000 9p OOp �ryVw- uC�� �CRV,yG 1�"R",y�� _ ( 8.00% --- 51.705.OD0 -- 27•670.000 .� ROOMM UIVFUNDED CAPfTAL PROJECTS FROM ClP" REPRESENTS THE REQU/RED DEPOS/T TO CONSTRUCTION FUNDS AFTER CASH-FUNDING THE ClP TO THE EXTENT POS518LE AND AFTER DEDUCTlNG fNTEREST EARNlNGS ON CONSTRUCTION FUMDS. MULTlPLE ANNUAL FUND/NG REQU/REMENTS MAYBE "BUNDLED" /NTO SAYGLE HOND ISSUE3 TO M/NIM/ZE ISSUANCE COSTS. (b) SUMMARY OF CAAITAL FUNDING SOURCES 'fOTAL TRANSFERS TO CAPITAI IMPROVEMENTS FUND FUNDED FROM NET REVENUES AFTER PAYMENT OF DEBT SERVICE FUNDED FROM 1999 BOND FUNDS AND INTEREST MAY 8E SLIGNT DlFFERENCES DUE TO ROUNDlNG. E15,375,000 (2,915,000) (5,528,000) $23,299,000 $18,566,000 $6,269,000 $5,830,000 $3,064,000 (7,222,000) (2,611,000) (268,000) (603,000) (366,000) i Page 3 of 4 � � � � � � � � � � � � � � � � � r � CITY OF CLEARWATER, FLORIDA STORMWATER UTILITY SYSTEM L�J (a) (b) (t} (d) (e) � G4i4LCULATIQN�?�F��1(D$ �VA 8L� �D�E�OR CAPITAL ��$ SCHEDULE 3 EUNOS WITN ZH�lLISHEST LF�/F,�F RESTF3t�LIQ�AR� USED FIR�T CAPITAL 7RANSFERS TD BE FUNDED DURING THE YEAR __ $15,375,000 _$23,299,000 $18,566,000 _ $6,269,000 $5,830,000 $3,D64,000 1$88 BOND PROCEEDS • BEGINNING BALANCES $5,378,�00 --- -� � .__ TOTAL SOURCES OF FUNDS 148,000 --- __ __ � � TOTAL USES OF FUNDS BEFORE CAPITAL TRANSFERS (DEBT SERVICE) — ___ _� � __ AVAILABLE P R RESERVES AND CAPITAL TRANSF�RS $5,@26,000 -- —� __ -- tESS: RESERVES flTHER THAN CAPITAL __ __ __ � _ � BEGINNING BAIANCES TOTAL SOURCES OF PUNpS TOTAL USES OF FUNDS BEFORE $5,526,000 $9,849,000 $23,299,00� $18,568,000 $2,544,000 $838,000 $871,000 6,699,OOD 14,361,OQ0 9,942,000 �6,289,000 $5,830,000 $642,000 $728,000 9,637,000 10,231,D00 � $6�3,000 10,880,000 BEGINNING BALANCES �lfA $95,000 $7,124,000 $7,523,000 $23,877,000 $23,952,000 TOTAL SOURCES OF FUNDS 7,029,000 23,106,000 18,354,000 22,355,000 5,332,000 8,030,000 TOTAL USES OF FUNDS BEFORE CAPITAL TRANSFERS AVAILABLE FOR RESERVES AND CAPITAL TRANSFERS $7,029,000 $23,201,000 $23,478,000 $29,878,000 $29,209,000 $32,012,000 LESS: RESERVES OTHER THAN CAPITAL ___ �__ __ �_ � .� BEGINNING BAI.ANCES $7,922,000 $931,000 $8,095,000 $8,165,000 $24,605,000 $24,655,000 TOTAL SOURCES OF FUNDS $13,876,000 $37,467,000 $26,296,400 $31,992,000 $15,563,OQ0 $18,910,U00 TOTAL USES OF FUNDS BEFORE CAPITAL TRANSFERS __�$5,492,000) ($�,004,000) ($7 680 000) y9,( 283 000) ($9 883,000) ($10,454,000) AVAILABLE FOR RESERVES AND CAPITAL TRANSFERS $16,306,000 $31,394,000 $26,731,000 $30,874,000 $3Q485,000 533,t11,000 USED FOR CAPiTAI TRANSFERS ($15,375 000) ($23 299 000) (a18 568 000) ($6 289 D001 ($5 830 000) {$3 064,000) NDI td�E$ P P APITAL � P VEM��S FU�D $ 3,0 8,09 ,000 , 65,0 24, 0,000 $2-4�, �5,�40— �3b,64�,660 LESS: RESERVES OTHER THAN CAPITAL `($931,000) ) ($1,222,000) ($1,272,000) ($1,332,000) {$1,068,000) ($1,136,000 SURPLU (DEFICIT) CAR IED FOR ARD --- $7,029,000 $7,029,000 E23,383,000 $23,383,000 $28,715,000 COMP03_II_f_�N9F�N.DJ�LANCE� E�C�EpT C�F 1999 BOND PROCEEDS _.._ _._ __ � NEW BOND FUNDS (NEGATIVE INDICATES INTERIM FINANCING) --- __. .� � � � RESERVE FOR PCSB LIABILITY' __ __ ____ _ ~ DESIGNA"FED FOR WORKING CAPITAL __ i $931,000 $1,066,000 $1,136,000 $1,222,000 $1,272,000 $1,332,000 UNRESERVED, UNRESTRICTED, AND UNDESIGNATED — --- -- ENDING REVENUE ACCOUNTBALANCES c+d+e $931,000 $1,066,000 $1,136,000 57,222,000 $1,272,000 $1,332,UQ0 ENDINGTOTALBALANCES,EXCEPTCIF a+b+c+d+e $931,000 $1,088,000 $1,136,000 $1,222,000 $1,272,000 �1,332,000 ADD: ENDING CIF BALANCES _______ __ _ 9,225,�00 17,054,000 15,799,000 7,474.000 4.751.00o a nne nnn PER SCHEDUI.E 2 Page 4 of 4 � � � � � � � � � � � � � � � � � � � CITY OF CLEAR.WATER, FLO�ZIDA STORMWA"IER U7TLITY SYSTEM SIGN/FICANT F4RECAST ASSUMPT/O1VS FINAL PLAN SOURCE: BUF C:1123�DATA\CLW ST011REPORT1110101 EX.W K4 SCHEDULE 4 03106I2002 ESTiMATE _ PROJECTED _ PROJECTED PROJECTED PROJECTED PROJECTED 1 2 - - • 3 ADOPTED INGREASES IN RATE3 q.30% 4.30% 4.30% - .- _ 4 CUSTOMER GROWTH N/A __ _ 5 ANHUAL INCREA ES APP�IEQ TO Mf$CELLANEOUS REVENUE$ N!A 6_A_NNUAL INCREAgES APPI.IED TO GPERATIN6 EXPlNSE8: 7 °hGROWTH RECOGNIZED W EXPENSES N!A -- - __ _ .. 8 ANNUAL GROWTH COMPONENT �/q r ------- _ _ __ -- ' 9 AfdNUAL INFLATION COMPONENT N/A 3.00% 3.009'0 3.00% 3.00% 3.00°k 10 TOTA�. APPLIL'D TO EXPENSES NlA 3.00% 3.0096 3.00°/a 3.00% 3.00% 11 ADDITfONA_L_lNCR�_q,�^ES ABOVE INFLAT! N: 12 ALL PAY 8 PAY-R�L.AT@� TO REFLBCT MlRIT 8Y3TBM N1A 2.50% 2.50% 2.50% 2.50% 2.50°k 13 ADD FOR HEALTH INSU�tANCE ' N!A 19.50% 14.50°k 9.50°k 9.50% 9.59% 14 ADD FOR PBNSION CONTRIQUTION RATE INCRRASE N!A - - _ _ _ 1S ADD FOR INTERN�IL 8EIiVICE CHAR6E3 N!A 1 50°k 1 5p% 1 50°.0 1 50% 1 50% 16 PERCENTA�E OF Y�AR ItATE INCREA8E f8 EFF@CTIVE 1DOA0°!o 75A�9'o 100.00°� 100.00% 100.00°h 100.OD% 17 PERC�NTAGE OF YEAR BOND FUNDS AVAILABLE: ' S0.00°/a 100.Q0°h 100.00% 900.00% 100.00% 100.00°h f8 INTEREST �.'ARNIWGS RATEg: 19 REVEI�UE ACCOUNT 5.5U% 5.5Q°k 5.0095 4.50°fo 4.00% 4.00% 2D 1998 BOND PROCEEDS 5.50% 5.50% 5.0�°fo 4.50% 4.00% 4.00% 21 NOT USED 5.50% 5,50% 5.00°l0 4.50% 4.00% 4.00% 22 NOT USED 5.5Q9'o 5.50% 5.00% 4.50°h 4.00% 4.00% 23 �OND �UNDS NEW ISSUES 5.50% 5.50% 5.00°k 4.50°h 4.00°!0 4.00% 24 DEBT ISSUANCE: OTHER S16NIFICANT A$SUMPTIONB: 25 �EBT SERYICE RESERVE SURETY (% OF DEBT SERVICE) 3.00% W4RKING CAPITAL ABOVE REQUIRED RESERVES (PERCENT OF O&M EXPENSE) 25.00% 26 DEBT SE#tVIGE RESERYE FUND (YEARS OF DEBt SERVICE) -- 27 CAPITALIZED INT. TO BOND SINKlNG PUND (YEARS OF INTEREST) - ------- ----- - - ---- --- ------ 28 UNDERWRITER$ DISCOUNT (% PAR� 1.00% Revenue for coverege incfudes operaGng revenue and all inte�est eamings inCluding restnated accounts. 29 OTHER GOSTS OF iSSUANCE (% PAR) 1.00% Expenses for coverage indudes a�f current operafing expenses, excludes transfers and capital outlay. 30 COST OP BONU INSURANCE (°� PAR) 0.50�o De6t servlce for rate cove�ant is current year acfual debt service payments, excluding capitatized interest. 31 YERM OP ISSUE (YEARS) 30 Debt senrres for parity test is maximum future annua/ debt servlce. 32 ANNUAI INTEREST RATE 6.00�o REQUIRED COVERAGE: Parity Tesl: 1.20 Rate Covenant: f 1.15 3� DDED DISCRETIONARY 8 UFFER: II-- --� 34 FINANC/NG PARAMETER3 5!/BJECT TO ClTY POLlCYAT TIME OF /SSUE TOTAL COVBRAGE TARGET 1.20 __� I 1.15 ' i � � � � � � � � � � � � � � � � � � � CITY OF CLEARWATER, FLORIDA STORMWATER UTILITY SYSTEM SCHEDULE 5 CALCULATION OF REC�U/RED RATE REIIENUE� INCREASES 2001 20Q2 2003 2004 2005 2006 __ ESTIMATE _ PROJECTED PRWECTED _ PROJECTED PROJECTED PROJECTED , RATE /NCREASE REQU/RED TO MEEi COVE'RAGE REl�U/ EMEKTS; ' 2 RAT�OVENANT DEBT SERVICL' REQUIREMENT�CURitEMT D/81 $517,000 $2,223,000 $2,223,000 $3,892,000 $3,891,000 $4,490,000 3 REVEL1fUE REQUIREME�VT� REQUIRED 4 NET REVENUES REQUIRED 1.15 $595,000 $2,556,000 $2,556,000 $4,476,OD0 $4,475,000 $5,164,000 5 NET REVENUES AVAILABLE __ __ 1,626,000 1,500,000 3,776,000 3,865,000 4,497,000 4,849,000 6 ADDITlONAL REVENUES REQUIRED _ _= __ $�,p56,000_ -- $611,000 $315,000 7 NET REVENUES PLUS NON-CURRENT ADJUSTMENT REQ'D .. _ _ _ _ _ Y 8 NET REVENUES PLUS NON-CURRENT ADJUSTMENT AVAlL. 1,626,000 1,500,000 3,776,OQ0 3,865,000 4,497,000 4,849,000 ---- - - ------------------- — -- --- - 9 ADDITIONAL REVENUES REQUIRED __ _ _ _ --v- - _----- 10 - ---_- -- -- --` - _ — -----_ 11 PARITY T�BT DEBT SERVICE REQUIREMENT_(MAX. FUTUQtE PllS� $521,000� $2,226,000 $2,226,000 $3,896,000 $3,896,000 $4,495,000 12 REVENUE REQ.�,qREMENTS: 13 NET REVENUES REQUIREO 1.20 � $625,Od0 $2,671,000 $2,671,000 $4,675,000 $4,675,000 $5,394,000 14 NET REVENUES AVAILABLE _ _1,626,000 1,500,000 3,776,OQ0 3,865,000 4,497,000 4,849,000 15 ADDlTIONAL REVENUES REQUIRED ___- __ _ _ $1,171,000 -- $810,000 -- $545,000 16 NET REVENUES PLUS NON-CURRENT ADJUSTMENT REQ'D _ _ _ _ _ � ^^ -- 17 NET REVENUES PLUS NON-CURRENTADJUSTMENTAVAIL. 1,626,000 1,500,�00 3,776,000 3,8B5,000 4,497,000 4,849,000 -- ---- -- - -- - -- -- --- ----- — - -- - 18 ADDlTIONAL REVENUES REQUIRED _ _ _ _ - _ "--- - 19 ----�-- - --_ --- -- --__------__ 2D 21 TOTAL ADDITIONAL REVENUES REQUIREU (MAXIMUM OF ALL REQUIREMENTS) -- $1,171,000 -- $810,000 - $545,000 22 PERCENTAGE OF YEAR RATE INCREASE IS EFFECTIVE __ 100.00% 75.00% 100,00% 100.00% 100.00°h 100.00% 23 ANNUALIZED AMOUNT OF REVLNUE8 TO BE PRODUCED - $1,861,333 - $810�000 - 5546,000 24 DlVfDED BY: TOTAL REVENUES SUBJECT TO RA7E INCREASE 54,880,000 aS,194,000 57,873,000 58,181,000 �8,174,000 Sg,808,000 25 PERCENTAGE INCREASE iN RATES R@QUIRED TO 26 PROVIDE DEBT SERVICE COVERAGE — 30.06% — 9.89% — 5.50% 27 Page 1 of 3 � � � � � � � � � CITY OF CLEARWATER, FLORIDA STORMWATER UTILITY SYSTEM � � � � � � � � � � SCHEDUL�5 CAL C ULA T10N 4F REQ U/RED RA TE REVEI UUE INCREA SES 2001 Z002 2005 2004 2008 2006 t ESTIMAT�_ PROJECTED _ PROJECTED PROJECTED PROJECTED PROJECTED za R.4 TE /NCREASE TO MEET TOTAL SYSTEM FUND/NG REQU/REMENTS: � 29 OTHER SOURCES�USES) OF FUNDS• 30 OPERATING TRANSFERS OUT� . First year transter (FY 2000) calculated as FY 1999 transfer increased by FY 2000 rate increase. 31 TRANSFER TO GENERAL FUND (% REYENUES TWO YEARS AGO) 4 L ($155,000) ($225,000) ($225,000) ($235,000) _ ($330,000) ($389,000) 33 TOTAL OPBRATIN4i TRANSFERS OUT � (156,000) {225,000) (225,000) (235,000) (330,OOU) (369,000) 3d 35 CAPfTAL OUTLAY/TRANSFERS TO CAPLAL FUNDS' 36 MACHINERY AND EQUIPMENT 37 PRINCIPAL AND INTEREST ON LEASED EQUIPMENT (76,000) (89,000) (89,000) (89,000) (89,000} (89,000) (143,000) (180,000) (180,000) (180,000) {180,000) (180,000) 38 TRANSFER TO GARAGE FUND (32,000) (25,000) 39 PRINCIPAL AND INTEREST ON ADDITIONAL LEASED EQUIPMENT - (71,OOQ) (118,000) (153,000) (143,000) (i43,000) 40 ALL PROGRAMS / COST GENTERS 4t REIMBURSEMENT FROM BOND FUNDS 43 TOTAL CAPIiAL EXPENDITURES - --- - - - - --- --- � (251,000} (365,000) (387,000) (422,000) (412,000) (412,000 ) 48 REFUND OF PCSB FEES (750,000) 49 CAPITALIZED PORTION OF ENGINEERING SERVICES 52 TOTi1L OTHERSYSTEMREQU/REMENTS (S1,iS7,00o) (SS80,000) (s612,000) (5657,000) (s742,000) (s781,00u) 53 LESS: FUND BALRNCES USED TO FUND "BELOW-THE LINE" REQUIREMENTS 251,000 385,000 38T,000 _ 54 NET REQU/RE/NENT$ TO BE F�/NDED BY C[ORI�ENT FLOW OF FUNDS (5806,000► ($225,000) (5225,d00) (s657,000) (5742,000) (5781,000) 55 NET REVENUES IN CURRENT YEAR $1,626,000 $1,500,000 $3,7i6,000 $3,865,000 $4,497,000 $4,SA9,OdQ 56 ADD: AMOUNT PROVIDED BY RATE INCREA$E FOR COVERAGE -- 1,581,333 -- 810,000 -- 545,000 -- ------- -- - -- ----------- -- - - -- - ---- --...- - 57 TOTAL AVAILABLE FOFt DEBT SERVICE $1,626,000 $3,061,333 $3,776,000 $4,675,000 $4,497,000 $5,394,000 58 LESS: DEBT SERVICE PAYMENT _ (517,000) (2,223,000) {2,223,000) (3,892,000) {3,891,000) (4,490,Q00) 59 AVAILABLE INCOME AFTER PAYMENT OF DEBT 3ERVICE 57,709,000 5838,000 S1,S53,000 E783,000 5606,000 =904,000 SO NET "BELOW THE LINE" FUNDING REQUIREMENTS � •- -- -- •- (136,000) - 61 PERCENTAGE OF YEAR RATE INCREASE IS EFFECTIVE __ __ ___ _100.00°k __ 75.00°k 100.00% 100.00°k 100.00% 100.C�0°i6 62 ANNUALI2ED AMOUNT OF REVENUES TO BE PRODUCED - - - - 5136,OQ0 - 63 DIVIDED BY: TOTAL REYENUES SUBJECT 40 RATE INCREASE 4,880,000 5,184,000 7,373,000 8,181,000 9,174,000 9,908,Op0 64 PERCEN7A�3E lNCREASE IN RATES REQUIRED TO FUND 65 OTHER REQUIREMENTS _ - - - 7.48% - 68 g7 3UM OF REQUIRED RATE INCREASES FOR COVERAGE AND OTHER NET USES -- 30.06% -- 9.89% 1.48% 5.50% 68 73 Page 2 of 3 � � � � � � � � � � �� � � � � � � � � CITY OF CLEARWATER, FLORIDA SCHEDULE 5 STORMWATER UTILITY SYSTEM CALCULATION OF REQUIRED RATE REVENUE INCREASES 2007 2002 2003 2004 2005 2006 _ESTINtATE PROJECTED PROJECYED PROJECTED PROJECTED PROJECTED �a RATE /NCREASE RE�f U/RED TO MA/NTA/N WORK/NG CAP/TAL RESERVES ' 7s 76 OPERATING ACCOUNT BALANCE, BEGINNINGOF YEAR $2,544,000 $931,000 $1,066,000 $1,136,000 $1,222,000 $1,272,000 77 NET REVENUES FUND TRANSACTIONS, BEFORE RATE {NCREASES 1,302,000 5,994,000 1,803,000 (629,000) (81,000) (367,000) 78 RATE INCREASES FOR COVERAGE AND BELOW-THE-LINE REQUIREMENTS - 1,171,000 - 810,000 138,000 545,000 - -- ------- — — ----------- _ _--------- - ---- -------- 79 INDICAYEO BALANCE BEFORE REQUIRED RE$ERVE$ $3,846,000 $8,096,000 $2,869,000 $i,317,000 $1,277,000 $1,450,000 80 LESS: REQUIRED RESERVES __ _ __ _ __ _ 81 INOICATED BALANCE BEFORE ADJUSTMENT TO MEET TAR6ET � 53,846,000 $8,096,000 $2,869,000 57,317,000 $1,277,000 51,450,000 82 LESS:WORKING CAPITAL TARGET 931,000 1,066,000 1,136,000 __1,222,000_ 1,272,000 1,332,000 83 SURPW8 (DEFICIT) BALANCE 52,915,000 57,030,000 $1,733,000 $96,000 55,000 $118,000 84 PERCENTAGE OF YEAR RATE INCREASE IS EFFECTIVE 100.00°l0 75.00% 100.00% 100.00°/a 100.00% 100.00% ------ — ----- --- ---------_..._-- --- — - - 85 ADDITIONAL RATE REVENUES REQUIRED TO MEET TARGET _ _ _ _ _ _ 86 DIVIDED BY: TOTAL REVENUES SUBJECT TO RATE INCREASE 54,980,000 Sg,194,000 $7,313,000 s8,191,000 $9,174,000 58,908,000 87 PERCBNTAGE INCREASE IN RATES TO � ' � SS MEET DISCRETIONARY WORKING CAPITAL TARGET .. _ _ 89 90 TOTAL PERCENTAGE INCREASE IN RATES TO FUND 91 REQUIREMENTS AND MEET DISCRETIONARY TARGET -- 30.06% - 9.89% 1.48% 5.50% 92 93 sa PLANNED RATE INCREASES 0.00°l0 35.00% 12.00% 12.00% 8.00% 8.00% 95 96 Page 3 of 3 � � � � � � � � � � � � � � � � � � � SCHEDULE6 CITY OF CLEA�WATER, FLORIDA STORMWA7ER UTILITY SYSTENi CAP/ TAL IIVIPRO VEMEIV TS Pf��GRAM (SCHEDULED TRANSFERS TO CAPITAL IMPROVEMENTS FUND) FINAL PLAN FISCAL YEARS PRQJECT PROJECT FISCAL YEAR ENDING SEPTEMBER 30, � TOTAL cooE wuMSEa PROJECT NAME zoo� 2ooz zooa -aooa zoos zooe ---- L+PCATffO C/Pt _------ ---- S4,o0o--- Pt---.3�5.�Z827._ Global Positioning SurveY E9 -- - $4,D0o 14,000 P2 . 31s9q5�o Air Conditioner Replacements - - - ---._ .._._.. - -- - -- - --- - - --- -- -- - - -- - - -- _ - - _ .. . - - . _ 14,000 9 00o P3 a�5seta3 Stormwater Qualit Im r - - _ _ - --- -- - - - - --- ---- - - -- - - ---_ - - -- _ _---- - .... - - - - - .-..-'-.--..._--- - -- - -- --- --- -- Y.. p --- -- - --..._...--- _....._ -- -�-- - - - - S9,000 - - -------- _ -...___ -__ - ---- - ---_._... 2 a10 Pa 315-98105 Habitat Restoration & Im r _-._----- ------------...___----_.-------.---.. __... - - . .... � -- -- ....__-- - - - - - - -- -- - p - - _ -_ . __ - - ___ _ - --- - - -- $a,oao -- --- --- ---- - - -..._- S 000 P5 315-96118 Storm Drain B R&R �'-----_.--------�---------------------__.........----------------.-__. - - - - ---- - ' -- -- - -- -- �--- - -- -- '- �- -- - - ___...-- --- -- _... --- ---...--'-._... ___ __ - �5,000 _ _ __ _-- -.�.t,000._ P6_.._3tsas1ls_ _Allen's Crk Rehab at Hercules - - -- - - - ---- --- -- - -- -- - --- - - - ---- -- -- --- - -__..__ - - --- -- - _.___ --- -- $3A,fl00 _ --- _ __ . ._._.. . . -- _. . -- i S 000 P7 315-9612p Alh atorCrklm 18f11C11f2ltOf1 ---- --- ---�-- ----.... ..__-_._._. '. �' . _ - 9 P --. _ -- - - _ - $655,000 $899,000 -- _. . . 92,000 _ P8. 3�5-se�2i CoopePs Pi Restor 8 Mgmnt _ - - g32,000 --- -- -_ _--- . - ---_.. . -----. . _.---------. - � - _ .... _- - --. _ . $30,000 $30,000 __ s,S14,o00. .P10 315-96124 Storm Pipe Sxstem impr __ _ _ _ , _ $730,004 $i,084,OQ0 $1,000,000 $1,000,000 $1,000,000 $1,0OO,OQO - - - - 11,65S,omo P1t 37&96125 Town Pond _-_.. _ __ _ $4,971.000 $5,675,000 $907,000 $100,000, - - _ - __ __ �9s,000 P72 375-96127 N. Greenwood Stmwtr Retrofit _ - - _ - --- - - - - __ -- -- - - - -- - - - � - - - -- $251,000 $44,000 - --- - - - -_ - .. - - ----- ---- - - - - -- ...- -- - - - - -- -- --� - - - °--_....__......_ 667,000 Pt3 37s96128 Alien's Crk Gabion $667,040 - - -- ---- - - - - --- - -- - - - -- - -- --- - - - -- -- -- _ - ---- - -._.... --- -- - - ----.._.._ - ..._.. --- - - --. 7 00 00o P14 375-ss12s 5tevensons Crk Estua Rest bond --- ----------.....-- ----------._.._..._----__._.--.--.- - - - '� ' -- -- - -- � --� - - ... - - - - - -- -- -ry - _ � - -.)._.._..... ---- - -- -- - --- - - - -$1,417,000-- - $1,033,000 $2,275,000 $2,275,000 _ _ --- --- -- _ -- - - - ------... -- ----- --__._.._------ - - _ - 22s,o00 Pt5_ .,. s61pc North Greenwood Corridor Enhancement $225,000 - - - _-- - ---- -- -- - -- ---- _- - - -- -__- - - ---- 44,00o P16- -315-9613o NPDES - - - $� � -- - -- - - . . . .- - -- - - ---- - - -- - -- -- - --- - -- --- - -- -- - -- ---- _..._ - - - ---- ---- -- --- -- - --' _.....- ---- ---- -- - ..__.._.. - --- ---- -------- - -- -- -- -- -- - �,008,Q00 P19 31538137 FDEP Compliance _ - -- - - 200,000 $758,000 $40,000 - - -- -- _- . s2,00o---P20 315-9851s City W�de Aenal PhotaJr�PhY .... . _-. _.-- . _---- - 522,000 - - - � - -° - _ _._. __. _ _. - - 464,000 P2t 315-96521 PW Infrastructure Management Syst _ _ $172,000 „ _ $91 000 $67,000_.. -' $67,000 $67,000 - _ _ _ - _----_ eoo,000 P22 ssvoc Aliens Creek Neighbothood Flooding _--- --- _---- - - - ---- ---- -- --,- ----... --.----------- --5600,000 __ --- - - - . _ .. ^1,370,000 P23 setXX AIli�ator Creek Chnl A Wdng/Xfr Stn Clvrt $655,000 $655,000 - -- - - �,1�4,000 . P24 ssvoc Alligator Creek Drainage imprnnnt @ US19 _ _ _ _ $550,000 $2,000,000 $564,000 -, sas,o0o P25 961Xx MorningsidelMeadows Drainage Improvements ------ _.__--- ---__._,-------- __. _ _..._._. __..... . _ _....-- - ----5575,000- - - .. - - . - - - - ._ __ -- . .. . -. .. . fie,8�E,00o_-P26__._ ss1Xx--- Kapok Mobile Home Park._---- --- ------- ----_-._.-_--.--- $6,182,000 $8,006,000 $2,50Q000 -- - - - --9,sss,000 P2i 9rvoc._ MyrtieAvenue Drain e Im rovements _ - - - - ---_ __.-- ----... . -.---.------. -� P. .. _. _ - - - -- $255,000 - - __ - - $9,100,000 -- - -- _- - - - a7o,000 P28 ----96hXX ----' e - - ei�hborhood Dreinage - - _-- -- ---- $470,000 - --- --- -- - - _- ___ -- -... - - _.. ------ 900 00o P29 ss1�c Sharkey Rd Drainage Improvements -"" - - - - $900,000 - - - - --. a,000 000 P30 __-9svoc--__ Storm System E�ansion _._. __ _ _ . $1,000,000 $1,OOQ,000 $1,000,000 $1,d00,000 -- - _-- �,ess,04o P31 -_,--961XX Stevensons Creek Implementation Projects _ _ _ _ _ _ __ . $3,255,000 $1,072,000 - $1,108,000 $500,000 - - - . ._. . _- -- - - - -- y3o,000 P32 ssvoC ro ic Hills Draina e im rouements ` - - --- - --- -. . .-- ._._ - P.. 9 P - _ -- � $55Q0�0 _ - - - -- - __ - ---- -- -.... - - - ---� - - - - -�- - - ----- ---- - - - - - ------ �- -- - - - - --- -- �72�403�000 TOTAL STORMWATIpR SrSTEM .575�87S��OQ $23�288�OQ0 'j18�868�000 'jBe268�000 ;5�880�000 �3�064�U00 $OURCE:BURTON &ASSOCIATE9 FILE:G:11231DATA1CLW5TO11REPORT110101EJ(.NM4 p3jpgjyp�y Page 1 ot 1 � � � � � � � � � � � � � � � � � � � CITY OF CLEARWATER, FLORIDA STORMWATER UTTLITY SYSTEM ANN(!AL PROJECT FUNDING SUMMARY Ftaw�_v_u►r� SCHEDULE 7 - - -- - --- -- --- ---- APPLICATION OF FUNDS . - ---- -------� -- - ------ 2001 ' � PROJECT 1999 BOND PROCEEDS I NOT USED NOT USED REVENUE ACCOUNT COST FUN�Ep BY THIS i FUND FUNDS FUND � FUN�S FUND FUNDS FUND FUNDS REVENUE �___ _YEAR _� BALANCE APPLIED _ BALANCE � APPL�ED BALANCE APPLIED BALANCE APPLIED BONDS ��GIi�1�VIN�HALAT�T�E���i��OC�A) ------ - — 5�376,000 -- i — — � - ,544,000 -- - - ADDITiONAL FUNDS (SCHEDULE B) 148,000 ! - 51,302,000 SUBTOTAL 5,5 � �-- -�-----� � . 3,848. 0 I LESS: DEDICATED BALANCE (SCHEDULE A) N!A � � W/A � NIA $931,000 �TOTAL AVAILABLE FOR CAPITAL PROJECTS I—�,526,000 � �- i - 2,915,000 ROJECTS (SCHEDULE C): i i _ � - - 1 Global Positioning Survey Eq $4,000 I I i 2 Air Conditioner Replacements � � $4,000 � 3 Stormwater Qualky Impr 9,040 - � � , 9,000 4 Habitat Restoration & Impr 2,000 � � - i _ - - 2,000 5 Storm Drainage R&R � 5,000 � i 5,000 I - _ _ _ 6 Alien's��k F�e�6 af�ercu ea ! --j -�� ------ � ---- 34,000 i - ----I---- ----- ---- - i- - -- _- - ---- , 7 Alligator Crk Impiementation � 655,000 � I 655,000 ; I. - _ . _ � 8 Cooper's Pt Restor � Mgmnt 32,000 i - i � i 32,000 9 - - . _ _ - 1Q Storm PipeSystem Impr 730,D0�� �_- - 730,000 - �------- --- - ------ --- ---- I 11 �own�ncT----- 4,971, 0---- ---- I - _ I 2, �00 2,�33,000 12 N. Greenwood Stmvulr Retrofit 251,000 251,000 � 13 Allen's Crk Gabion 667,000 667,000 � 14 Steve�sons Crk Estuary Rest (bond) 1,417,000; i - - _; - � - I 1,417,000 __.- ----�-------�- I --_ --- - - - ---- 16 �1P�71 E$-------- --- - 44, 00 i - � - - 44 0 19 FDEP Com liance I 200,000 � �����I ������ ������-___ � I - � - 200 0 21 FV�Tn�structure�na ement _ � , _ �2,000 --- - --�- -- — 00 - - --- , 00 - - ---- g yst---- 1�2�00 _ _ . 26 Rap�o ile ome ark , �07 --- ,742,000 - --� -- - - --- ' 2�40,000 - - — --- r-----�- -�----- - --- - ---- - --- - — OTAL $15,375,000 � $5,526,000 I - I - _._____,___ ______ _ _ $2,915,000 $6,934,000 - �-_-------- -- - ENDING BALANCE ! _ 5931 000 SOURCE: BURTON 8 ASSOCIATES Fl�E: C:11231DATAVCLWST011REPORT1110101EX.WK4 03l0812002 Page 1 of 6 � � � � � � � � � � � � � � � � � � � CITY OF CLEARWATER, FLORIDA STORMWATER UTTLITY SYSTEM ANNUAL PROJECT FUND/NC SUMMARY FINAL PL�1N SCHEDULE 7 I APPLICATION OF FUNDS ---- � � O 2 , ----� �------ � I PROJECT 1999 BOND PROCEEDS PIOT USED I NOT USED REVENUE ACCOUNT I COST I I FUNDED BY THIS FUND FUNDS '– FUND i FUNDS � FUtJD NFU DS FUND FUNDS REVENUE YEAR BALANGE APPLIED BALANCE I APPLIED � 6ALANCE � APPLIED BALANCE APPLIED BONDS BE INNINGBALANCE( C� D �EA) -_----- --i---_ —(-----. ---�— — _— y�s�,000 ADD�TIONRL FUNDS (SCHEDULE B) I �_ ' __ I =___I _ :_ i a� UBT ESS: DEDICATED BALANCE {SCHEDULE A) I ! �tp _ 4 � N/A wp ;�'�g 0� TOTAL AVAILABLE FOR CAPITAL PROJEC7S � � � 57,222,000 ROJECTS (SCHEDULE C): I I 1 Giobal Positioning Survey Eq _ ' _ 2 Air Conditioner Replacements 14,000 � _ I I ' " ' 3 Stormwater Quality impr i _ ,, _ i i , : i $14,000 - b Habitat Restotation 8 Impr I _ . i ; - " i 5 Storm Drainage R&R _ _ i _ I i__ _ ' - i6 Alien's Crk Rehab at Hercules . - � _ - t --- � _ —+ — -- - -- _ -- _ -- 7 Ailigator Crk Implementation � 899,Q00 - - $899,000 9 Coops�'s Pt Restor & Mgmnt � I - - - $30,000 - 10 Storm PipeSystem Impr__ 1,084,OOOI � � " ----- -- — -1--- --- ' - -- -- — - � $1,084,000 - 11 Town Pond 5.675,000 � -- I - �-- --- - - _ --- ---- — -- y48D,000 12 N. Greenwood Stmwtr Retrofit 44 ppp � � ' $5,195,000 14 Stevensons Crk Estuary Rest (band) 1,D33,0001 I � i - 344,000 15 North Greeriwood Corridor Enhancement � 225,000; - I ' - - $$225,000 19 FDEP Compliance 768 000 � I 21 PW Infrastructure Man�ement SYSt ---- -- - g�--- _ � - i- - --- -- - -- - 768 000 28 Ke ------ 8,006,000 --i-- - — - $91 000 � pok Mobile Home Park �-- - -; ------- - _ _ - -- $8,006,000 �------I i 27 Myrtle Awenue Drafnage Improvements 255,000 i I i � $255,000 28 N. Beach Neighborfiood Drainage 470,000' � - $470,000 29 Sharkey Rd Drainage Improvements 470,000' i _ i i : _ I - ggpp,000 30 Storm System Expansion gpp,ppp 32 Tropic Hills Drainage Improvements 3,355,000 i - � - � - $3,255,000 33 - 550,000 � ------------------ ------ " - ------- ------ i i---- ---r --- ---- - - = 5550,000 OTAL I$23,769,000 I - � i � - - $7,222,000 $16,547,Od0 — --- --- EN�ING BALANCE ---�-------'----- -- - � ---�--- - 51 066 000 $OURCE: BURTON $ ASSOCIATfS FI{.E: C:\1231DATAtCLWST011REPORT1110101EX.WK4 03l08/2002 Page 2 of 6 � � � � � � � � � � � � � � � ' � � � CITY OF CLEARWATER, FLORIDA STORMWATER UTTLITY SYSTEM , ANNUAL PROJECT FUNDING SUMMARY FINAL PLAN SCHEDULE7 ---------- ------ -- - - ---- — APPLICATION OF FUNDS — _— ---- ♦__' -___-____'__.._ _ -__-_ j _-.___' '-_._'_. ___--__- I � Z�O� I PRWECT I 1998 BOND PROCEEDS I I I � NOT t�SED � NOT USED I REVENUE ACCOUNT COST i i PUNDED BY THIS i FUNO FUNDS ,� FUND FUNDS FUND FUNDS FUND FWNDS REVENUE YEAR i BALANCE� APPLIED BALANCE APPLIED BAIANCE APPLIED BALANCE APPLIED BONDS BEGINNING BALANCE (SCHEDULE A) ' - • � 51,066,000 ADDITIONAL FUNDS (SCHEDULE B) I � _-__T I � j2,681 000 UBTOiAL . - --�j - � LESS: DEDICATED BALANCE (SCHEDULE A) � N/A I N1A NtA ;1,13g,ppp �TOTAI AVAILABLE FOR CAPITAL PROJECTS � ---; I - i , - ;2,611,000 �ROJECTS (SCHEDULE C): _ , _ - 1 Gbbal Positioning Survey Eq I I 2 Air Conditioner Replacements I _ i3 Stormwater Quality Impr - ; � - � ! - I _ _ _ 4 Habitat Restoration & impr - I _ i i _ i � i � ' - - I7 AliigatorCrkAl9mplementation I� -- ----- '-- —�---- --�— " - - 5 _Storm Drain e R&R 6 Allen's Crk Rehab al Hercules ---- -- --; i - i _ --- I _ --- — -- _-- --- _ -- � - - - - 8 Cooper's Pt Restor & Mgmnt 30,000 I - I - - $30,000 - 9 _ j ' - - 10 Storm PiPe System Impr ___ I 1,000,000 - - i � $1,000,000 ----+-- - - 91 Town Pond ------ ; 907,000 � ------ - ---�---- I— --- $907,000 - , i -- --- --j--- 14 Stevensons Crk Estuary Rest (bond) 2,275,0001 � I ! - - I $674,000 $1,fi01,000 19 FDEP Campliance �_ 40,000 i - I _ _ i 21 PW Infrastructure Management Syst — -- - --- � 67,000 i - f - ------i I - _ — - ---- --- ---- -- -� --- — $67,000 25 MominQside/Meadows Dreinasae Improvements._._ ___l__ 575,000 � __�___ _� _ 26 Kapok Mobile Home Park 2,500,OOOt I . ------"-�— _ -- — - -- -- _ _ $575,000 I I i r - i - $2,500,OOD 27 MyrtleAvenueOrainagelmprovements 9,100,000� - - I - - $9,100,000 30 Storm System Expansion 1,000,000 � - - - - $1,000,000 31 Stevensons Creek Implementation projects 1,072,000 � � - � - ___T - __ - $1,072,000 - ----- � -�- - _----- i - — ..- -- --- -- r ------- --= � -- ----�-- - - - T- - --- --I��---- OTAL � $18,586,OQ0; $2,611,000 $15,955,000 END�NG BALANCE ' � � $1,136 004 --- ---- SOURCE: BURTONd�AS30C1ATES FILE:C:t1231DATAlCLWST011REPORT\170101EX.WK4 p3�pg/qppy Page 3 of 6 � � � � � � � � � � � � � � � � � � � CITY OF CLEARWATER, FLORIDA STORMWATER UTILITY SYSTEM ANNUAL PROJECT FUND/NC� SUMMARY FINA�. PLAN SCHEDULE7 � - �___-_T ____- __ _ -___ - ___ APPLICA7'ION OF FUNDS ---- - -�- --- — - -- ---- ---- � Zoo4 -�______ ; . PROJECT I 1999 BOND PROCEEDS I NOT USED NOT USED REVENUE ACCOUNT COST FUNDED BY THIS FUND FUNDS FUIVD FUNDS FUND FUNDS. FUND FUNDS REVENUE � YEAR BALANCE APPLIED BALANCE APPLIED � BALANCE � APPLIED BALANCE APPLIED j BONDS BEGINNING BALANCE (SCHEDULE A) • � �� . $1,136,000 �t- f ADDITIONAL FUNDS (SCHEDULE B) I � --_ �--- -- . f—S1,490,000 i SUBTOTAL I i � � LESS: DEDICATED BALANCE (SCHEDULE A) I - N!A � � N1A ! � ,_---- NIA 51,222,000 ITOTAL AVAILABIE FOR CAPITAL PROJECTS � . • • E2B8,000 ROJECTS (SCHEDULE Cj: � I I 1 Global Positioning Survey Eq - � - I _ I " - - 2 Air Conditioner Repiacements - ! _ _ _ 3 Stormwater Quality Impr - i - � _ _ I . _ 4 Habitat Restoretion & Impr _ � 5 Storm Dreinage R8R _ , I - 6 Allen's Crk Rehab at Hercules — ------- �- _ -t- - --- _---�- --- — _ -- ---- — - ---- -- ' 7 Alligator Crk Impiementation _ � I _ ' � 8 Coopers Pt Restor & Mgmnt - I _ j � _ _ _ � 9 ' _ j i � 10 Storm Pipe System Impr 1,000,000 {�— __� - �_ __ __ I $268,000 $732,000 11 Town Pond ---- --- 100,0001 -- -- � ------- _ - �— $100,000 14 Stevensons Crk Estuary Rest (bond) 2,275,000 - - - $2,275,000 20 City Wide Aeriaf Photostraphv 22 �00_I - � 21 PW infrastructure Management Syst � 67,000 - " -- - _ $22 000 --� --- _ ---- ---- _ - ------ - $67,000 22 ABens Creek Neighborhood Flooding 500,000 � - � - I - - $600,000 23 Ailigator Creek Chnl A Wdng/Xfr Stn Clvrt 655,000 - � - - $655,000 24 Alligator Creek Drainage Imprvmnt � US19— 550,000 i ' i ' � ^ $550,000 30 Storm System E�ansion 1,000,000 I I - - $1,000,000 --- ---�-- i --- --I----7— -- - ----- OTAL $6,269,OOQ; - � I � $268,000 $8,001,000 --- ---- -�-- -- --- - ENDING BALANCE � S7,222 000 30URCE: BURTON & ASSOCIATES FILE: C:h23\DATA\CLWST01\REPORT1110101EX.WK4 03106I2002 Page 4 of 6 � � � � � � � � � � � � � � � r � � � CITY OF CLEARWATER, FLORIDA STORMWATER UTTLITY SYSTEM ANNUAL PROJECT FUND/NG SUMMARY ��Nw_�uN � SCHEDULE7 - ---- - -- -- - - - ---- -�--- - � APPUCATION OF FUNDS � 2005 -� - -----� -- ,- ---1---- -- PROJECT 1989 BOND PROCEEDS NOT USED NOT USED REVENUE ACCOUNT COST ' i FUNDED BY THIS FUND FUNpS ' FUND FUNDS FUND FUNDS FUND FUNDS REVENUE _ _YEAR _ BALANCE __APPUED BALANCE APPLIED BALANCE APPIIED BALANCE APPLIED BONDS BEGINNING BALANCE (SCHEDULE A) -- . . _� Zyq � --- -- - ADDITIONAL FUNDS (SCHEDUIE B) � � ;663,000 UBTOTAL - - - S 81 76,000 LESS: DEDICATED BALANCE (SCNEDULE A) NU4 N!A NIA 51 272,000 TO7AL AVAILABLE FOR CAP�TAL PROJECTS I - � I - 5�3,000 IROJECTS (SCHEDULE C): _ _ I 1 Global Positioning Survey Eq 2 Air Conditioner Replacements � _ _ _ . 3 Stormwater Quality Impr - � - _ _ _ _ 4 Habitat Restoration & Impr - � - � _ _ _ _ 5 Storm DrainageR&R____ i - ���I�_� - j _ _ _ _ 6 Ailen's Crk Rehab al Hercules - I �--_ ----� _ � _ --` - _ - 7 Alligator Crk Implementation - - � � _ _ _ _ 8 Cooper's Pt Restor 8� Mgmnt - - I � _ _ . _ 9 - - I i _ 10 Storm P�e System Impr 1,000,000 �_ - _ �__.� _ _�_____ $603,000 $397,000 21 PW InfrastruCture Management Syst 67,0001 - i - - . i $67,000 23 Alligator Creek Chnl A Wdng/Xfr Stn Civrt 655,000 ; - - - - $655,000 24 Alligator Creek Drainage Imprvmnt � US19 2,000,000 � - � - - - $2,000,000 30 Storm System E�ansion 1,000,000 - � - - - $1,000,000 I 31 Stevensons Cteek Implementation Projects 1,108,000 - � ---- --- - -- -- --"_._�_----- - - -- - $1.108,000 jTOTAL $5,830,000 I - � _,� -_ - $603,000 $5,227,000 i __- --- � ---- � ENDING BAI.ANCE I _ E1,272 000 SOURCE; BURTQN & ASSOCIATES FILE: C:\123\DATA\CLWST011REPORT1110101EX.WK4 03/0612002 Page5of6 � � � � � � � � � � � � � � � � � � � CITY OF CLEAR WATER, FLORIDA STORMWATER UTTLITY SYSTEM ANNUAL PROJECT FUND/NG SUMMARY , �-� P� SCHEDULE 7 � ----- -- APPLICATION OF FUNDS � O�� PROJECT 1999 BOND PROCEEDS �NOT USED NOT USED REVENUE ACCOUNT COST FUNDED BY THIS FUND FUNDS FUND FUNDS FUND FUNDS FUND FUNDS REVENUE _ YEAR BALANCE I APPLIED BALANCE APPLIED BALANCE APPLIED BALANCE APPLIED BONDS BEGINNING BALAHCE (SCHEDULE A) - � . — — . 51,272,000 ADDITIONAL FUNDS (SCHEDULE B) yt26 000 UBTOTAL - 57,698,000 LESS: DEDICATED BALANCE (SCHEDULE A) N/A N!A NIA 51,332,000 TOTAL AVAILABLE FOR CAPITAL PROJECTS - I . . 5366,000 ROJECTS (SCHEDULE C): i 1 Globa� Positioning Survey Eq _ . i . _ _ _ 2 Air Conditioner Replacements _ _ _ _ _ _ 3 Stamwater Quality Impr . _ � _ _ _ _ 4 Habitat Restoration & Impr _ . I _ _ _ _ 5 Storm Drainaae R&R _ � __. I_ 6 Anen's Crk Rehab at Hercules _ i —1- _ ---- --- -- _— 7 Alligator Crk implementffiion _ _ i i _ _ _ 8 Cooper's Pt Restor & Mgmnt - _ . _ . _ 9 ' - - - � - - - 10 Storm Pipe System Impr 1,000,000 - - - 366,000 634,000 24 Alligator Creek Drairta$e Impn�mnl (c� US19 564,000 - - - - 564,000 30 Stortn System Expansion 1,Op0,000 - - - - 1,000,000 31 Stevensons Creek implementation Projecls 500,000 - _ _ _ — —�- - — — --- - -- _ 500,OOC1 OTAL $3,064,000 _ _ _ ___ _ _ $366,000 $2,698,000 —_.-�------- ;7 332,000 ---- - ENDING BALANCE SOURCE: BURTON 8 ASSOCIATES FILE: C:11231DATAICLWST011REPORT�170101EX.WK4 03I08/2�2 Page B M 6 � � � � � � � � � � � � � � � � � � � CITY OF CLEARWATER, FLORIDA STORMWATER UTILITY SYSTEM OPERA TIONS AND MA/NTENANCE EXPENSES DETAILED COST CENTER PROJECTION� SCHEDULE8 SOURCE: BURTON &ASSOCIATES_______ __ __ _ C:11231DATAICLWST01U2EPOR11110101EX.WK4 _ 03f0612002 FISCAL YEAR ENDpVG SEPTEMBER 30, COST 06JCCT 2001 2002 2003 2004 ZOOS 2006 �� FUMD ClNTER COD! ACCOUNT DlSCRIPTION ESTIMAT! PRO.1lCTlO PROJCCTCD PROJCGTlD PRWCCTlD PROJlCTCD ANNUAL INCR�A,R�$ APPLICD TO OPERATIN(;_ �XPlNSEB: %GROWTH RECOGN¢ED pV EXPElJSES N!A ANNUAL GROYYTH COMPONENT N/A -- - __ --- __ __ _--- ANNUALdYFLATpNCOMPONENT N/A 3.00% 3.OQ% 3,00% 3.00% 3.00q !! AlL PAY 6 PAtl-RELATlD TO RlFIlCT MlRIT $YST!'M N!A 2.50% 2.50% 2.50% 2.50q 2.50% ADD FOR HlALTH INSURANC! N/A 19.SQ% 14.50% 9.50% 9.50% 9.50% ADD FOR PCNSION CONTRISYTION RAT! INCRlASC N/A 19B5 ENG/NEERlNG /WATERSNED MANAGEMENT � ��- 419 1385 510100 FULL TIME SALARIES & WAGES � 209,88� 308,320 325,2i8 � 343,168 382,042 � 381,954 419 1365 510200 PARTTIMESALARIESBWAGES -- __ __ __ __ _. 419 1385 570400 SPECIAL PAY ._ __ __ __ __ __ 419 1385 510500 OVERTIME 1,94Q 1,000 1,055 1,113 1,174 1,239 419 1365 510800 VACATION LEAVE -- __ _ __ __ _. 419 1365 510700 SICKLEAVE -- ._ _ _. _. __ 419 1365 510800 OTHER PAID LEAVE -- __ __ __ __ __ 419 1365 512700 HOLIDAYTIME -- __ ._ __ __ ., 419 1385 520100 LIF'e INSURANCE-EMP/PENS 60 BO 83 67 70 74 419 1385 520200 1%LIFEINSURANCE-EMPLOYEE 1,190 1,280 9,329 1,4Q2 1,480 1,581 419 1365 520300 SAMP LIPE INSURANCE � 400 430 454 479 505 533 419 1365 520400 MAJOR MEDICAL INSEMP 20,340 22,600 28,106 28,588 31,302 34,275 d19 1365 520800 SOCIAL SECURITY-EMPLOYEE 1,950 2,130 2,247 2,371 2,501 2,839 419 1365 520700 EMP PENSION PLAN 20,430 21,570 22,758 24,008 25,328 26,721 419 1385 520900 WORKMANSCOMPENSATION 2,910 2,950 3,112 3,283 3,464 3,855 419 1365 521000 DISA8ILITYINSURANCE - .. _ __ __ __ 419 1365 530100 PROFESSIONAI SERVICES i 20,000 23,500 24,205 24,931 25,879 26,449 41H 1365 530300 OTHERCONTRACTUALSERV 31,000 42,000 43,280 44,558 45,895 47,271 419 1365 540100 GARAGESERVICES 930 -- -- __ __ __ 419 1365 540200 DOCUMENT REPRODUCTION 300 350 388 382 399 417 419 1385 540300 TELEPHONE SERVICEGS -- 2,300 2,404 2,512 2,625 2,743 419 1385 540500 RAD�O SVC-FIXED 400 -- - -- __ __ Page 1 of 5 � � � � � � � � � CITY OF CLEARWATER, FLORIDA � � � � � � � STORMWATER UTILITY SYSTEM OPERAT/ONS AND MA/NTENANCE EXPEIVSES DETAILED COST �ENTER PROJECTIONS SCHEDULE8 SOURCE: BUR70N 6 ASSOCIATES C:\123�DATAICLWST01�FtEPORT110101EX.WK4 03/08f2002 FlSCALYEAR ENDWO SEPTEMBER 30, C08T 06JlCT 2001 Y002 2003 2004 2pp3 2ppg FUND GCN7CR GODE AGCOUNT DlSCRIPTION ESTIMAT! PROJlCTED �RO.1lC7CD PROJlCTlD PROJlCTCD PROJlCTlD 419 1365 540600 TELEPHONE SVC FIXED 2,980 1,720 1,797 1,878 1,983 2,051 419 1385 540700 POSTAL SERVICE 850 250 281 273 283 298 419 1385 540900 RISKMGMTSERVICE 1,210 1,220 1,275 1,332 7,392 1,455 4t9 1385 541000 CISCHARGE 32,200 33,490 34,997 36,572 38,218 39,937 419 1385 541300 PRINTSHOPSVCS -- 1,000 1,045 1,082 1,141 1,193 419 1385 541400 PURCHASINCa SVC -- _ _. ._ .. __ 419 1385 541500 GARAGEVARIABLE -- .. .. __ _ __ 419 �386 541800 BLDG&MAINT-VARIABLE , - ._ ._ _. _ ._ 419 1385 542000 EMPRELATIONSSVC 600 970 1,014 1,059 1,107 1,157 419 1385 542400 OTHERUTILCHARGES -- -- _ _ __ _ 419 1365 542500 POSTAGE 1p0 100 103 106 109 113 419 1365 542800 INTERFD OTHER SERV CHGS -• -- _• _ .. .. 419 7385 543400 PRINTING & BiNDING -- -- _ _. .. .. 419 1385 544l00 EQUIPT RENTAL , -• 10Q 103 108 108 113 419 1385 548200 OTHER EQUIP SVC & REPAIR -- _ ._ . .. _ __ 419 1385 547100 UNIFORMSEMPLOYEE 980 180 185 191 197 203 419 1385 547200 TRAVELEXPENSE-EMP 3,800 5,000 5,150 5,305 5,464 5,828 419 1365 547300 MILEAGE REIMBURSEMENT 500 250 258 285 273 281 419 1385 547400 MEALS-EMPLOYEE 300 100 103 108 109 113 419 1385 547900 STRATEGIES FOR SUCCESS 570 -- - ._ ._ _. 419 1365 548W0 07HER SERVICES OR CHARGES 100,000 -- -- -- __ __ 419 7385 550100 OFFICESUPPLIES -- -- _ _ __ _. 419 1365 550400 OPERATING SUPPLIES & MATLS 2,380 2,500 2,575 2,652 2,732 2,814 419 1365 552000 COMPUTER SOFTWARE -• __ _. ._ _ _. 419 1365 557100 MEMBERSHIPBU@S-EMP 2,500 1,500 7,545 1,591 1,839 1,888 419 1385 557200 OFFICL RECOGNITION-EMP 60 80 82 84 88 - 68 419 1365 557300 TRAING 8 REFERENCE-EMP 3,800 19,000 19,570 20,167 20,762 21,385 419 1385 559400 PRIOR YR ENC-PURCHASES - -- _ _. _ _. 419 1385 564000 MACHINERY$EQUIPpAENT CALCULATEDATAGGREGATELEVEL 419 1385 564300 COMPUTER SOFTWARE 4,000 tO,OW 10,300 10,609 10,927 11,255 419 1385 585800 COST MATL & SERVICES CALCULATED AT AC�iGRfGATE LEVEL 419 7365 569400 PRIORENGPURCHASES CALCULATEDATAC,GREGATELEVEL 419 1365 569800 CONTRA ACCT-CAP COST CALCULATED ATA�GREGATE LEVEL 419 1385 590200 INTERFUNDTRANSFER CALCULATEDATAGGREGATELEt/EL 419 1365 59a700 CONTR TO GEN FIXED ASSETS � 419 1385 590800 CONTR TO 181 &NR C�P FND CALCULATED ATAG�RE�ATE LEVEL 419 1385 592800 RESIDUALE�UITYTRANSFER 419 7385 591000 CONTRIBTOGARAGEFUND CALCULA7EDATAGGREGATELEVEL TOTAL EN6/NEEA/ /WATFRSNFDMANAOEMENT SO,OrBO SOB,ffO lF,A?978 1BqZ>9 SBB,,9� Bf$1B2 DEDUCTIOiUS FOR NON-0&M ITEMS CAPIT9L 564000 MACHWERY&E�UIPMENT CALCULATEDATAGGREOATELEVEL 585800 COST MATI & SERVICES CALCULATED AT AGGRE�ATE LEVEL 589400 PRIOR ENGPURCHASES CALCULATEDATAGGREGATECEVEL 589800 CONTRAACCT-CAPCOST CALCULATEDATAGGREGATELEVEL 590800 CONTRT01818dORCIPFND CALCULATEDATAGGREGATELEVEL 591000 CONTRIB TO GARAGE FUND CALCULATED AT AGGREGATE LEVEL TOTAL CAPITAL � -- -. _ ._ ._ __ -- 590200 INTERFUND TR4NSFER CRLCULATED AT AGGREGATE LEVEL TOTAL DEDUCTIONS � � � Page 2 of 5 � � � � � � � � � � � � � � � � � � � CITY OF CLEARWATER, FLORIDA SCHEDULE 8 STORMWATER UTILITY SYSTEM OPERATIONS AND MA/NTENANCE EXPENSES DETA/LED COST CENTER PROJECT/ONS SOURCE: BUR70N 3 ASSOCIATES _____ __ C:\1231DATAlCLWST01�itEPORT111Q101EX.WK4 03/OBl2002 FISCAL. YEAR ENDING SEPTEMBER 30, COST 06JCCT 20pi 20p2 2003 2004 2005 2008 RUND CCNTlR COD! ACCOUNT DlSCRIPTION lSTIMAT[ PROJCCTlD PROJlCTlD PROJlCTCD PROJlCTCD PROJCCTED 1986 ENG/NEER7N6/ENVIRONMENT.9L REG[KATORY 419 1366 510100 FllLLTIMESALARIES&WAGES � __ ---- _ �---� __ --- _. _ 419 t368 570400 SPECIAIPAY �- -- _ -- -- -- 419 4386 510800 VACATION IEAVE -- __ _. _. .. ., 419 1386 510700 SICK LEAVE -. _. _. ._ __ __ 419 1388 510800 OTHER PAID LEAVE -- _. .. __ _ __ 419 1388 512700 HOLIDAYTIME ._ _. __ ._ __ ._ 419 7368 520100 LIFE INSURANCE-EMPoPENS -- _. _ __ __ __ 419 1368 520200 1%LIFEINSURANCE-EMPLOYEE i -- __ __ ._ _. __ 419 1366 520300 SAMP LIFE INSURANCE -- __ __ __ ._ ._ 4�9 1368 520400 MAJOR MEDfCAL INSEMP -- _. _. __ .. _. 4'19 1388 520800 SOCIAL SECURITY-EMPLOYEE -- __ _. .. ._ __ 419 1368 520700 EMP PENStON PLAN -e __ __ _ __ __ 419 1368 520900 WORkQ�AANSCOMPENSATION -- _ .. ._ __ __ 419 1368 521000 DISABILITYINSURANCE -- __ __ __ __ __ 419 1388 530100 PROFESSIONAL SERVICES -- __ __ __ __ __ 419 1388 530300�OTHERCONTRACTUALSERVICES •- -- __ __ _ _ 419 1366 SA01W GARAOESERVICES -- __ __ __ __ __ � 418 1368 54Q200 DOCUMENT REPRODUCTION _ __ __ _. .. __ 419 1368 540300 TELEPHONESERVICE-GS -- _. _. __ _. __ 419 1366 540500 RADIO SVC-FIXED _ __ __ _ __ __ 419 1368 540800 SWITCHBOARD BILUNG -- __ _ _ ._ . 419 1368 540800 BLDG SVGS-FIXED -- ._ __ __ ._ ._ � 419 1366 540900 RISK MGMT SERVICE -- ._ __ __ .. __ 419 1366 541000 CIS CHARGE -- __ __ _ .. ,_ � 419 1368 5-01100 BLDG & MAINT pEPT SVC FX -- _- _ __ _ ._ 419 1388 541300 PRINTSHOPSVCS __ _ __ __ _ __ 419 1368 541400 PURCHASING SVC -- ._ __ __ ._ __ 419 1368 541700 RADIO SERVICE-VARIABIE -- .- ._ ._ __ __ 419 1368 542000 EMP RELATtONS SVC � -. __ _. __ _. __ 419 t388 542500 POSTAGE __ __ __ ._ .. _ 419 t388 547100 UNIFORMS-EMPLOYEE -- _. . _ _. _ .. 419 1368 547200 TRAVEL EXPENSE-EPAP -- .. __ __ _ __ 419 1388 547300 MILEAGEREIMBURSEMENT -- __ .. __ ._ __ 419 1388 550100 OFFICE SUPPLIES -- -. _ __ __ __ 419 1388 550400 OPERATING SUPPLIES & Iv1ATLS -- -- __ .. _. .. 419 1366 557100 MEMBERSHIP/SUBS-EMP -- __ _ _. ._ __ 419 1368 557200 OFFICL RECOGNITfON-EMP .. _. __ __ __ __ 419 13�8 557300 TRAINING 8 REF • EMPIOYEE -- _. __ __ _ ._ 419 1388 584000 MACHINERY&EQUIPMENT -- __ ._ _. ._ __ __ 419 1388 585800 COSTMATlBSERVICES CALCl/LATEDAiAGGREGATELEVEL -- TAL E /MEER / N R NTAL�lE(`sULAT�Y—�------- ------.- ---- -- ---_ _ _ DEDUCTIONS FOR NON-0&M ITEMS: �PITA� 569800 COST MATL & SERVICES CALCULATED AT AGGREGATE LEVEL TOTAL CAPITAL __ -- __ ��------�-�- ._ - __ _. -- TOTAL DEDUCTIONS �� - ---� —��------- -- ' Page 3 of 5 � � � � � � � � � CITY OF CLEARWATER, FLORIDA STORMWATER UTILITY SYSTEM � � � � � � � OPERAT/ONS AND 1VlAINTENANCE EXPENSES DEiA/LED COST CENTER PROJECTIONS SCHEDULE8 SOURCE: BURTON 8 ASSOCIATES __ ____ C:\12310ATA1CLWST011REPORT110101EX.WK4 09/08/2002 _ FISCAL YEAR ENDMC, SEPTEMBER 30, COST OOJlCT 20p9 2002 Z003 2004 Y005 ]008 FUND ClNTlR COD[ ACCOUNT plSCRIpT10N lSTIMATC PROJECTCD PROJECtED VROJlCTCQ PROJlCTED PROJCCTlD ..-_- 1090 P(!$L/C W�ORK3 / STORMWATER (/T/LlTY 419 2090 570100 FULLTIMESALARIES&WAGES � 890,43Q � 1,043,400 1,100,787 1,191,330 1,225,203 1,292,590 419 2090 510400 SPECIAL PAY -- __ _. __ __ ._ 419 2090 570500 OVERTIME 11,950 14,4d0 15,234 18,072 78,958 17,889 419 2090 510800 VACATION LEAVE -- •_ ._ ._ ._ _. 419 2090 510700 SICKLEAVE -. _ _ __ _ ._ 419 2090 510800 OTHER PAID LEAVE -- .- 419 2690 S116Q0 FSIAOVERTIME - •. _ ._ _ _. . 419 2090 512200 INJURYTIME -- ._ _� ._ _. .. 419 2090 512300 FUNERAL TIME -- .- __ __ __ __ 419 2090 512500 JURYHOIIDAY -- ._ ._ ._ __ _. 419 2090 512700 NOLIDAYTIME -- •. ._ ._ __ __ 418 2D90 520100 LIFE INSURANCE-EMP/PENS 290 310 327 345 384 3&i 419 2090 520200 1%LIFEINSURANCE-EMPLOYEE 4,570 4,620 4,874 5,142 5,425 5,723 419 2090 520300 SAMP IIFE 1NSURANCE 90 90 95 100 106 11t 419 2090 52�400 MAJOR MEpiCALINS-EMP 101,700 121,800 139,232 152,459 188,943 182,802 419 2090 520600 SOCIALSECURITY-EMPLOYEE 14,D7Q 15,380 16,228 17,118 18,080 19,053 419 2090 520700 EMP PENSION PLAN 62,150 88,900 71,848 75,797 79,968 84,384 419 2090 520900 WORIWIAN&COMPENSATION 15,600 18,710 19,739 20,825 21,970 23,178 419 2090 521000 DISABILITYINSURANCE 380 380 401 423 448 471 4'18 2090 521500 MEDICALEXAMINATIONS -- -• .. .. .. .. 419 2090 530100 PROFESSIONALSERVICES 5,900 8,000 419 2090 530300 OTHER COtdTRACTUAL SERV 914,500 152,800 157,178 181,893 188,750 971,753 419 2090 540100 GARAGESERVICES 485,220 480,270 480,982 502,828 525,245 548,881 419 2090 540200 DOCUMENT REPRODUCT�ON 200 ZQO 2(J9 218 228 � 239 419 2090 540300 TEl..EPHONE SERVICE VARIABLE 650 6,100 8,375 8,661 8,961 7,27q 419 2090 5A0400 MESSEPIGER SERVICE -- -- __ __ _ .. 419 2090 540500 RADIO SVC-FIXED 7,230 -- -- _ __ .. 419 2090 540800 TELEPHONE SVC FIXED �470 1280 1,338 1,398 1,461 1,528 419 209i0 540900 RISKMGMTSERVICE 6,itp 8,510 6,803 7,108 7,429 7,783 419 2090 541000 CISCHARGE 2$,7t0 29,680 31,204 32,608 34,075 35,809 419 2090 5d1100 BLDG 8 MAINT DEPT SVC FX -- -- _ __ ._ _. 419 2090 54130Q PRINT SHOP SVCS 200 200 209 218 228 239 419 2090 541400 PURCHASING SVC -- -- __ _ .. __ 419 2090 541500 GARAGE VARtABLE 4,000 22,880 23,761 24,787 25,882 27,048 419 2090 5417� RADIOSERVICE-VARIABLE 560 - -- - ._ _. 419 2090 541800 ADMINISTRATIVE CHARGE 254,860 328,610 341,516 356,885 372,945 389,727 419 2090 541900 MESSENGER SVC-VARIABLE -- -- _ __ ._ _. 419 2090 542000 EMP RELATIONS SWC 3,010 5,16p 5,392 5,835 5,888 8,153 419 2090 5423Q0 GAS,WATER � SANITATION UTl 100 100 103 10& 109 N3 419 2090 542500 POSTAGE -- .. ._ __ __ __ 419 2090 542700 INTERPD SVC CHG-OTHER FUND � -- -- .. __ .. _ 419 2090 542800 INTERFD OTHER SERV CHGS 675,700 889,410 720,433 752,853 786,731 822,134 419 209Q 542900 �NTERFD ADMIN SERVICE CHG 1'18,730 257,240 288,816 280,813 293,554 � 308,783 419 2090 543200 OTHER PROMOTION ACTIVITY 100 �00 103 106 109 113 419 2080 543400 PRiNTING & BlNDING 100 100 103 108 109 113 � � � Page 4 of 5 � � � � � � � � � � � � � � � � � � � CITY OF CLEARWA'T�R, FLORIDA STORMWATER UTILITY SYSTEM OPERAT/ONS AND MA/NTENAIVCE EXPENSES DETAILED COST CENTEF2 PROJECTIONS SCHEDULEB SOURCE_BURTON 8. ASSOCIATES _____ __ __ C:\123�DATAICLWST01U2EPOR11110101FJC.WK4 03/08/2002 FISCAL YEAR ENDMG SEPTEMBER 30, COST 06.f[GT 2001 2002 200J 2004 2005 Z006 FUND ClNTlR. COD! ACCOUNT D6ECRIPTION �STIMATC PROJlCTlD PROJlCTlD PROJlCTlD VROJlCTlD PROJECTlD 419 2090 543500 COUNTYDUMPFEE 15,000 20,000 20,800 21,278 21,855 22,510 419 2090 543800 FINESANDPENALTIES •- __ _. 419 2090 544100 EQUIPT RENTAL 12,000 12,400 92,772 13,155 13,550 13,958 419 2090 545100 SUNDRY INSURANCE 26,440 d8,400 49,852 51,348 52,888 54,475 419 2090 548200 OTNEREQUIPSVC&REPAIR 3,000 3,000 3,090 3,183 3,278 3,377 419 2080 546800 R& R INGROUND FACIL -_ __ _ 419 2090 547100 UNIFORMS-EMPLOYEE 5,600 8,800 9,084 9,338 9,618 9,904 419 2090 547200 TRAVEL EXPENSE-EMP 2,500 2,800 2,878 2,758 2,841 2,928 419 2090 547300 MILEAGE REIMBURSEMENT 10D 100 103 108 108 113 419 2090 547400 MEALS-EMPLQYEE 100 100 t03 108 1Q8 113 419 2090 547900 STRATEGIES FOR SUCCESS 3,820 -- -- _ 419 2090 548100 BAD DEBT EXPEPISE __ __ .. 419 2090 548200 DEPRECIATION EXPENSE ' __ _ ._ __ __ __ 419 2090 5488Q0 LOSS OF DISPOSAL OF FIXED ASSETS -- __ .. __ ._ __ 419 2090 550400 OPERATING SUPPLIES & MATLS 184,300 200,p00 20B4O00 212,180 218,545 225,102 419 2090 550500 FUEL __ _. _. __ __ .. 419 2090 557100 MEMBERSHIPiSUBS-EMP 1,110 1,450 1,185 1,220 1,257 1,294 419 2080 557200 OFFICL RECOGNITION-EMP 190 320 330 339 350 380 419 2090 557300 TRAWGBREFERENCE-EMP � 4,400 5,290 5,449 5,812 5,781 5,954 419 2090 559400 PRIOR 1R ENGPURCHASES � -- _ _ 418 2090 584000 MACHINERY&EQUIPMENT CALCULATEDATAGGREGATELEVEL 419 2090 564200 FURNITURE&OFCEQUIPMENT CALCULATEDATAGGREGATELEVEL 419 2090 569600 CONTRA ACCT-CAP COST CALCULATED AT AGGREGATE CEVEL 419 2090 571300 PRINCIPAL-LEASEDEQUIPMENT CALCULATEDATAGGREGATELEVEL 419 2090 572300 INTEREST-LEASEDEQUIPT CALCUtATEDArAGGREGATElEVEL 419 2090 590800 CONTR TO 181 &/OR CIP FNp CACCULArEOATAG�REGATELEVEL 419 2090 591000 CONTRIBTOGARAGEFUND CALCULATEDATAGGRECaA7ELEVEL -- To� u wvoR�rs r w ieRUriurr -__ �s�s,rzo ��3�eio -�;r���-�srrqz� ���3- a���o� DEDUCTIONS FOR NON-08M ITEMS: A AL 584000 MACHtNERYBEQUiPMENT CALCULATEDATAGGRE6ATELEVEL 584200 FURNITURE80FCEQUIPMENT CALCULA7EDAiAGGREGATELEVEL 569800 CONTRAACCT-CRPCOST CAlCULATEDATAGGRE�ATELEVEC 571300 PRINCIPAL-�EASEDEQUIPMENT CALCULAiEDATAGGREGATELEVEL 572300 INTEREST-IEASED EQUIPT CALCULATEDATAGGREGAiELEVEL 590800 CONTRT01818JORCIPFND CALCULAiEDATAGGREGATELEVEL 591000 CONTRIBTOGARAGEFUNCS CALCilLATEDATAGGREGATELEVEL TOTAL CAPITAL � - --- - - -- -- - ----------------------------- -- TOTAL DEDUCTIONS __ _ __ __ ._ __ � IlEMS NOT /NCLUDED /N 08M EXpEN8E3 479 1385 5840pp MACHINERY&EQUIPMENT 419 1385 590200 INTERFUND TRANSFER 419 1385 5921Q0 PRINC-TSFTOSKGFUND 419 1385 592200 INT-TSF TO SKG FUND A19 2090 584000 MACHINERY&EQUTAMENT 419 2090 571300 PRINCIPAL-LEASED EQUIPMENT 419 2090 5723p0 INTEREST-LEASED EQUIPT 419 2090 591000 CONTRIB TO GARAGE FUND 'dDf 35,000 209,240 118,75D 397,&40 41,200 120,870 22,400 31,500 asa,00� 70% QLs�1��n 42,800 OUrer Sources (Uses) of Funds 218,240 CakWated by rtmtlel 124,580 Used Official Statement fw 1999 Bonds 393,090 Used Official Shatemerrt for 1999 Bonds A6,100 Otl�r Sources (Uses) of F�ds 151,640 Other Sou�ces (Uses) of Ftmds 27,980 Other Sources (Uses) ot Furids 24,900 Other Sources (Uses} of Funds 93,000 TOTAL TO OTHER SOURCES (U9ESJ BS,dBDO FROM/bODEL (72,000) VAR Page 5 of 5 � � � � � � � � � � � � � � � � � � � City of Clearwater, Florida Stotmwater Utility Enterprise Fund Revenue Account Balance Available for Appropriation September 30, 2000 (a) FINAL PLAN UNRESTRICTED CURRENT ASSETS: ' CASH ON HAND AND IN BANKS EQUITY IN POOLED CASH 1 INVEST. T07AL RECEIVABLES, NET DUE FROM 07HER FUNDS DUE FROM OTHER GOVERNMENTS INVENTORIES PREPAID EXPENSES AND OTHER - — ----------- -- ------ -- -_---- TOTAL SCHEDULE 9 563, 000 703,000 1,604,000 �z9o7o,000 ��RH�L�1T_Ll_9�1�.LTIE�PA_Y_A��FF�Q�IJ_�_lV�TRI�T���! REN�S,�_T�;. ACCOUNTS/CONTRACTS PAYABLE 232,000 ACCRUED PAYROLL 24,000 ACCRUED COMPENSATED ABSENCES 71,000 DUE TO OTHER FUIVDS TOTAL-- -- ------------ _ _ ----------- -- -- - — $327 000 UNRESTRtCTED WORKING CAPITAL _ 2 543 000 ADJUSTMENTS: -- DEDUCT UNBILLED ACCOUNTS RECEIVABLE (392,000) OTHER DEDUCTIONS ADD: WORKING CAPITAL CLASSIFIED RS RESTRICTED, BUT AVAILABLE FOR CIP 322,000 ADD: ACCRUED COMPENSATED ABSENCES 71,000 UNRESTRICTED WORKING CAPITAL AVAILABLE FOR APPROPRIATION �2� 4 ppp (a) Account balances from balance sheet at September 30, 200Q, and supplemental information from Public Works. Source: Burton & Associates C:1123\DATAICLWST01\REPORT1110101EX.WK4 o3iosiaooa Page 1 of 1 � � � � � � � CITY OF CLEARWATER, FLORIDA STORMWATER UTTLITY SYSTEM � � � � � INVESTIVIENT EARN/NGS CALCULAT/ONS 8F1/ENUE ACCOUNT IN�LUD/NG ClF LES�QND FUNOS • BALANCE AT BEGINNING OF YEAR FUNDS USED (GENERATED) DURING YEAR: CURRENT FLOW APPLIED TO CIP 2,544,000 10,156,000 16,677,000 30,656,000 � � 18,120,000 21,247,000 � �� 16,935,000 6,623,000 � � � � SCHEDULE 10 8,696,000 6,023,OOQ 6,483,000 3,490,000 (11,468,000) (7,726,000 AVERAGE TOTAL EARNINGS RATE 5.50% 5.50% 5.00% 4.50°k 4.00% 4.00% INDICATED INVESTMENT EARNINGS 349,000 477,000 869,000 388,000 248,000 104,000 BONQ�l1ND_ � BALANCE AT BEGINNING OF YEAR N/A (7,029,000} (16,354,000) -- (5,332,000) PROCEEDS DURING YEAR 22,687,000 22,226,000 - 7,978,000 PERGENTAGE OF YEAR PROCEEDS ARE AVAILABLE 50.00% t00.Q0°k 100.00% 100.00% 100.00% 100.00% TIME-WEIGHTED PROCEEDS — - -- -------- _ 22,687,000 -- -- -- -- 22,226,000 - -------- - - — — 7,978,000 NOMIPJAL AMOUNT APPLIED TO CIP (6,934,000) (16,077,000) (15,955,000) (6,001,000) (5,227,000} (2,698,OOQ} CfP EXPENDITURES APPLIED FIRST TO AVAILABLE BALANCE - 7,029,000 - 16,354,000 - 5,332,000 CIP EXPENDITURES APPLIED NEXT TO PROCEEDS (6,934,000) (23,106,000) (15,955,000) (22,355,000) (5,227,000} (8,030,000) WEIGHTED EXPENDITURES APPLIED TO PROCEEDS (3,467,000) f23.106_000� r�F a�� nnm /99 9r.�C !1l1/11 �c ��> �„�� .m „�.. ,,,.... �� on�.nrv�.w (1,734,000) 7,619,000 (7,978,000) 2,871,000 (2,614,Ofl0) 1,297,000 AVERAGE TOTAL EARNINGS RATE 5.50% 5.50% 5.00°h 4.50% 4.00% 4.00% INDICATED INVESTMENT EARNINGS - --- —"-- - ($95,000) i $419,000 ($399,000) $129,000 ($105,000) $52,000 It�YE�INl€LtLE9RdLM�_.B CA REVENUE ACCOUNT INCLUDING CIF LESS BOND FUNDS: 349,000 , 477,000 869,000 388,000 248,000 104,000 TOTAL NON-80ND FUNDS -- ----- 497,000 477,000 - 869,000 388,000 248,000 104,000 BOND FUNDS __ (95,000) ___ 419,000 (399,000) 129,000 ____(105,000) ____ _ 52,000 TOTAL INVESTMENT EARNINGS – -- - -- 402,000 896,000 470,000 517,000 143,000 156,000 Page 1 of 1 � � � � � � � � � � � � � � � � � � � CITY OF CLEARWATER, FLORIDA STORMWATER UTILITY SYSTEM ESTIMATED EXPENDI TURES FROM CAPITAL �UNDS SCHEDULE 11 FINAL PLAN SOURCE: BURTON &ASSOCIATES C:\1231DATAICLWST011REPORT1110101EX.WK4 03/06/2002 _ ____ FISCAL YEAR ENDING 3EPTEMBER 30 2001 2002 2003 2004 2005 2006 ESTIMATE PROJECtED PROJECTED PROJHCTED PROJECTED PROJECTED CAP/TAL /MIQRO �NTS FUND: BEGINNING BALANCE -- 9,225,000 17,054,000 15,799,000 7,474,000 4,751,000 TRANSFERS-IN DURING YEAR _ 15,375,000 23,299,000 18,566,000 6,269,000 5,830,000 3,064,000 TOTAL 50URCES 15,375,000 32,524,000 35,620,000 22,068,000 13,304,000 7,815,000 ESTIMATED ANNUAL RATE OF EXPENDITURE OF NEW FUNDS _ 40.00% _ 40.00% 40.Q0°h 40.00°% 40.00% 40.00% USED DURING YEAR __ _ 6,150,000 15,470,000 19,821,000 14,594,000 8,553,000 ^ 4,811,000 ENDING BALANCE _ 9,225,000 17,054,000 15,799,000 7,474,000 4,751,000 3,004,000 _ --- --- - - - - --- - FY p�TA�p CALCyI,�JIONS:. - -- ---- -- -- -- -=_---- - _..._ --- ---- - 2001 BEGINNING BALANCE _ __ _ _ _ _ ESTIMATED RATE OF EXPENDITURE 40.00% USED DURING YEAR -- -- -- - - -- - - TRANSFERS-IN DURING YEAR 15,375,000 9,225,000 3,075,000 - - _ ESTIMATED RA7E OF EXPENDITURE 40.00% • USED DURING YEAR 6,150,000 6,150,000 3,075,000 -- - 2002 TRANSFERS-fN DURING YEAR , 23,299,000 13,979,400 M 4,659,800 - _ ESTIMATED RATE OF EXPENDITURE 40.00°k USED DURING YEAR 9,319,500 9,319,600 4,659,800 - _ 20D3 TRANSFER -IN DURING YEAR 18,566,000 11,739,600 3,713,200 - ESTIMATED R,4TE OF EXPENDITURE 40.00% USED DURING YEAR 7,426,400 7,426,400 3,713,200 -- 200A TRANSFERS-�N DURING YEAR 6,269,000 3,761,400 1,253,840 ESTIMATED RATE OF fXPENDITURE 40.00% USED DURING YEAR -- --- -- 2,507,600 2,507,600 1,253,800 2005 TRANSFERS-IN DURING YEAR 5,830,000 3,498,000 ESTIMATED RATE OF EXPENDITURE 40.00°r6 USED DURING YEAR 2,332,ODU 2,332,000 2006 TRANSFERS-IN DURING YEAR 3,064,000 ESTIMATED RATE OF EXPENDITURE 40.00% USED DURING YEAR 1,225,600 TOTAL USED IN EACH YEAR 6,150,000 15,469,600 19,821,000 14,593,800 8,552,800 4,811,400 Ciry of Clearwater Stormwater Utiliry Revenue Sufficiency Analysis FY 2001- 2006 A��endix II Page 13 Final Report — October 2001 Ordinance no. 6855-01 Adoptang increases in the Stormtt�ater Rates Burton & Associates ' � ' ll ' ORDINANCE NO. 6855-01 AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, RELATING TO THE SCHEDULE FOR STORMWATER UTILITY RATES; AMENDING APPENDIX A, ARTICLE XXV PUBLIC WORKS--FEES, RATES AND CHARGES; SECTION (3)(e) STORMWATER MANAGEMENT UTILITY RATES, CLEARWATER CODE OF ORDINANCES; PROVIDING AN EFFECTIVE DATE. ' WHEREAS, the City of Clearwater's Stormwater Utility was established effective 1991 and on August 6, 1998 Ordinance 6309-98 was passed increasing Stormwater Utility rates to $4.00 per ERU beginning 10/1/98 and establishing a series of four ' subsequent 4.3 per cent increases to be effective 10/1/1999 ($4.17), 10/1/2000 ($4.35), 10/1/2001 ($4.54) and 10/1/2Q02 ($4.73); and � WHEREAS, the revenue su�ciency and financial forecast analysis in 1998 captioned that funding a$30 Million capital improvements program every 5 years after FY 2003 would require a perpetual annual rate increase of from 11 % to 11.5%, and ' Burton and Associates has completed a five year revenue sufficiency update and financial forecast analysis which recommends early consideration of a rate increase ' due to higher than anticipated infrastructure, operating and maintenance costs, and additional capital improvemenfiLOSts beyond what had originally been projected and approved; and ' ' C ' ' ' ' �l ' WHEREAS, the increases are necessary to provide funding for $72.4 million of capital improvement projects to abate severe street and in structure flooding, improve water quality, add, restore or upgrade stormwater infrastructure and comply with mandated changes in operating, maintenance and reporting requirements; NOW, THEREFORE, BE IT ORDAINED BY THE CITY COMMISSION OF THE GITY OF CLEARWATER, FLORIDA: Section 1. Appendix A, Article XXV, PUBLIC WORKS--FEES, RATES AND CHARGES, Section (3)(e) Stormwater Management Utility Rates, Clearwater Code of Ordinances, is amended as follows: (3} Rates: (e} Stormwater management utility rates. The stormwater management utility rates shall be based upon the revenue requirements for the construction, administration, management, engineering, operation and maintenance of the stormwater management system, and the adopted capital improvement program Ordinance No. 6855-01 ', n 12— 4-01 ; 9: 07Ai��; C I TY CLERK DEPT. ; 72 i 552 40�6 *F 2/ % ' funding needs o� fihe system. For the purposes of these rates, the t�rms shall ' have #he meanings set forth in section 32.242 or, if not d�fined in section 32.242, in sections 32.002 dr � .02. ' ' , 2. ' ' ' 1. Basic rate. The rate per month for dne equival�nt residential unit or ERU shal[ be established as specified below: � �- � ' ' Residential property fees. The monthly fee far each residential property shall be: 3. Nonresidenfial property fees. Nonresidenfiial praperty shall be charged on the basis a€ the impenrious area of the property in accordanc� with the �Follvwing formula: ' 4. ' , t ' �� t lmpervious a�ea (sq. ft.) divided by 1,830 sq. ft. = Number of ERU's. A minimum value af 1.0 ERU sha11 b� assigned fiv each nonresidential property. The impenrious area of each nonresidential properky sh2�ll be as determined by the city engineer. ERU's shall be round�d to the nearest one-tenth of a unit. Undeveldped pr�perty. Stormwafier management utility fees sh�ll not be I�vi�d �gainst undev�loped praperty pursuant io this ar�icle. Section 2. This ardinance shal! take effect immediateEq upon adoptian. PASSED ON FIRST READENG �aVember 1, 2Q071 2 Ordi��nce No. 6855-01 ' 1 ' ' � ' ' ' , , ' ' , ' ' ' � , � 1 PASSED ON SECOND AND FINAL READING AND ADOPTED 1�i.ereby c;,rtify that tE�is i;? tcaa ard eorrect copy cf the o�ieinal �:s it a.pnears in ths: files of thc Ciiv o; Ciearwzter. 'i,�Vitness my har.d aad official seal af Khe. t of Clea.w ter. 'T �j.�day of � , r(, - � epaty ,ry c�� ^ � `-�..��--' Approved as to form: November 15, 2001 Brian J Aun Mayor-Go issioner Attest: %i _ , ane C. Hayman ynt ia E. Goudeau Assistant City Attorney � "ity Clerk 3 Ordinance No. 6855-01 ' ' , � ' ' � � � � � � � � � � � � � City of Clearwater Stormwater dltilfty Revenue SuJficiency Analysis FY 20�1- 2006 � 1 1' '• 1 Page 14 F'inal Repart — October 2001 Detailed Descriptions �f Stormwater Capital Im�ravernents Pr°ojects Bu�ton & ass�C��tes ;' ' � � '1 ;1 `'' 1 1 � ' ' ' .;' 1 1 1 1 1 �IT� aF �LE.�R�ATE�. ENGINEERING DEI'Al�TMENT Environgnental and Sto�mtivater 1Vlanagement Five Year Capital Water Resource Projects Improvements � 0 SUIVIMARY FY 2002 — 2006 � �J��i�l 1' 1' U ' ' � , ' � ' , ' ' ' ' ' ' ' ' ' ' ' Table of Contents Introduction.................................................................................................................................................... i Structure Floodit�g Improvement Projects .................................................................................................... 3 Myrtle Avenue Drainage and Roadway Improvements Project ........................................................... 4 Kapok Flood Resolution Project ........................................................................................................... 6 TownPond ............................................................................................................................................ 8 Sharkey Road Drainage Improvement Project .................................................................................... 10 Alligator Creek Drainage Improvements ............................................................................................ 12 Stevenson Creek Implementation Phase I ........................................................................................... 14 Morningside — Meadows Drainage Improvements ............................................................................. 16 Tropic Hills Drainage Improvements ................................................................................................. 18 Allen's Creek Neighborhood Flooding ............................................................................................... 20 StreetFlooding Projects .............................................................................................................................. 22 N. Greenwood Corridor Stormwater Enhancement Project ................................................................ 23 Storm Pipe System Replacement Projects .......................................................................................... 25 North Beach Drainage Improvements ............................... .................................................................. 27 Regulatory Compliance Projects ................................................................................................................ 29 FDEPCompliance .............................................................................................................................. 30 BridgeFlooding Projects ............................................................................................................................ 32 MajorErosion Projects ............................................................................................................................... 33 Allen's Creek Gabion Project ............................................................................................................. 34 Water Quality and Environmental Projects ................................................................................................ 36 Stevenson Creek Estuary Restoration ................................................................................................. 37 Alligator Creek Implementation Projects ........................................................................................... 39 North Greenwood Stormwater Retrofit ............................................................................................... 41 OtherProjects ............................................................................................................................................. 43 Storm System Expansion Project ........................................................................................................ 44 AppendixA ................................................................................................................................................. 46 Review and Approval Process AppendixB ................................................................................................................................................. 48 Strategic Objectives/Measures/Targets AppendixC ................................................................................................................................................. 50 Stormwater Utility Project List AppendixD ................................................................................................................................................. 54 Capital Improvements Program Introduction The City of Clearwater implemented a Stormwater Utility Fee in FY 1991 to pay the cost of stormwater drainage facilities to be constructed City-Wide and to pay the cost of operation, monitoring, enforcement, administration and maintenance of the stormwater drainage facilities of the City. (Ord. No. 5058-90) The surrunary document is intended to be an annual review document for the Clearwater City Comrriission that describes studies or projects being considered or developed by the Engineering Deparhnent, in conjunction with Public Service, Drainage and Transportation. This summary document will not describe program funding related to operational costs, rather it will describe the planned projects as outlined in the City Capital Improvement Budget and planned Rate Study Bond Improvements commencing in FY 2002 through FY 2006, inclusive. The primary purpose for this document is to provide the Clearwater City Commission with a clear understanding of the purpose, justification, and scope of planned Capital Improvement Project (CIP) expenditures. It is also intended to provide the City Commission the opportunity to review and provide conceptual approval of those planned watershed studies and water resource projects being considered for development. City Staff regard City Commission acceptance of this document and any subsequent CIP budget and rate study projects approvals as direction to proceed to acquire grant funding for project development as may become available. The emphasis in describing planning and improvement projects in this document is on projects that City Staff are actively pursuing through the Stormwater Capital Projects Review and Approval Process (Appendix "A") and that exceed a total project cost of $100,000. Operational projects of any amount (GIS Project) and projects less than $100,000, while listed on each chapter cover, are not specifically described in this document. This document is intended to provide only brief project descriptions. Chapters are organized based on the Engineering Department's stormwater project "Problem Classification and Ranking Priority", depicted in Table l. Priorit Problem Classi�cation 1 Structure Flooding 2 Street Floodine Major Erosion Water Quality & Environmental Other Table 1. Ranking Priority Project and problem priorities are presented in the page header information for each project. The City Comrriission priority reflects the City Commission Strategic Objective "Key Intended Outcome" (KIO}. The higher the KIO priority score the greater is the Commission prionty. The KIO priority scores were established during development of the Stormwater Utility Entetprise Fund Business Plan in March 2001. The Cortunission priority score reflects those "Key Intended Outcome" factors that might be addressed by implementation of the project being considered. For example: The Town Pond project would certainly leverage private development funding through the City Commission approved "Regional Retention District" overlay, thereby satisfying that one City Commissron KIO to meet the "Major Infrastructure Maintenance and Improvements" strategic objective. In that instance, the KIO would be given a score of one. The fmal KIO score is the summation of each KIO priority score for each Commission Strategic Objective KIO that the project is expected to satisfy. The maximum score that any project could possibly receive is twenty-three (23). A summary of the City Commission Strategic Objectives and corresponding KIO's is listed in Appendix "B". In conjuncrion with City Commission KIO's is included the problem classification and priority score, established by the Engineering Deparhnent, Capital Improvement Stormwater Management Steering Committee (CISM). That score not only establishes a rank based on the project classification, but also recommends the order for completion of projects based on project technical constraints. For example: using Table 1 above, a project to resolve structure flooding would receive a problem priority score of one point zero, zero (1.00). Project implementation would then follow in order with one point zero- one (1.01) being the first project through one point nine-nine (1.99) being the last project to be completed within that problem classification series. Technical project constraints are critical to the successful completion of infrastructure improvements for public safety reasons and therefore are considered and ranked in every project priority decision. General project descriprions and locations, with pictures or graphics, where appropriate, are provided. Each description provides a brief explanation of the project, the proposed project objectives, current project status, and brief fiscal information. In order to provide brief, yet informed descriptions, certain caveats are necessary: 1. This document reflects both Staff recommendations for project priority, as depicted in Table 1, and the Key Intended Outcome (KIO) ranking score defined by the City Comrnission and interpreted by Staff as major priority areas for this fiscal year. 'Fhe strategic objectives of the Commission include: (1) Public Safety; (2) Economic Development; (3) Quality of Life; (4) Infrastructure Maintenance; (5) Human Resources. VUhere differences between the two ranking priorities are apparent, City Commission priorities superpose the ranking of projects depicted in Table 1. 2. Descriptions are designed to be brief and objective. They are clearly not comprehensive evaluations. 3. The listing of proposed water resource projects reflect primarily structural solutions to address the documented "primary purpose". It is stressed that structural solutions currently being considered do not preclude changing to non-structural solutions at a later date, as circumstances and priorities may change. 4. The project status reflects either the actual project status or the anticipated next step of the process where that next step is imminent. 5. Fiscal summaries are to be considered project estimates only and are subject to change and City Commission approval through the budget and project review process. li 6. A summary of all stormwater problems throughout Clearwater is listed in APPENDIX "C". That list is complete as of FY'O1 and includes projects to address water resource problems documented through either City watershed management plans, as required by the City Comprehensive Plan, or based on citizen expressed complaints, This doesn't preclude future changes to the list due to unplanned circumstances. Q Secured funding represents a funding expectation that has been either approved by the City Commission or has a signed interagency agreement by the supporting agency, but not yet approved by City Commission. Un-secured cost share information reflects an expectation that while not specifically approved by City Commission or through interlocal agreement, is included for planning putposes in agency budgets or long range planning documents. Grants that have only been applied for and having no agency commitment have not been included in the fiscal summary of projects. Where funding has been approved for cost share by others and the City of Clearwater is also the lead agency, the City is resporisible for the initial payment of ALL project related costs, followed by subsequent participant reimbursement. For each project, the "Needed to Complete" line item included in each project summary represents a line item project cost that has been modeled in the rate study. That table of all projects planned for and included in the rate study update is provided as APPENDIX "D". S�T'R�.JGTURE FL,C�ODII�IC I M PRO�IE lVI �l�i'T' PR�JEGTS Project Myrtle Avenue Drainage and Roadway Improvements Proj ect Kapok Flood Resolution Project Town Pond Sharkey Road Drainage Improvement Project Alligator Creek Drainage Improvements Stevenson Creek Implementation Projects, Phase I Morningside Meadows Drainage Improvement Project Tropic Hills Drainage Improvement Project Allens Creek Neighborhood Flooding Project 3 Commission Priority 13 11 11 10 9 9 9 8 8 TOTAL: Project Cost $11,104,000 $16,688,000 $13,030,000 $900,000 $4,424,044 $6,090,500 $575,000 $550,000 $600,000 ��� � , . . PROJECT NAME: PROJECT MANAGER: LEAD AGENCY: BASIN: PROJECT PRIORITY: PROJECT STATUS: PROJECT PURPOSE: Myrtle Ave. Drainage and Roadway Improvement Project Brian Barker City of Clearwater Coastal Zone 1 Commission (KIO) 13 Problem Priority 1.01 CIP — City, Project Development Structure Flooding, Street Flooding Description: The Myrtle Avenue Drainage and Roadway Improvement Project will consist of the reconstruction of approximately 2.4 miles of a major north/south roadway through downtown Clearwater between Lakeview Rd. to the south and Ft. Harrison Ave. to the north, including replacement of the substandard stormwater conveyance system. Myrtle Avenue is scheduled to be designated as Alt US 19 after a planned road exchange occurs with the FDOT. The Roadway improvement project must be completed before re-designation takes place. The proposed improvements will reduce flood hazard along the corridor, removing 18 properties from flooding in the 100 year storm event and flooding of 17 street locations during the 10 year event. Implementation will improve the viability for re-development. By improving the stormwater system through the proposed Myrtle Avenue project and in concert with the planned Town Pond improvements, these vacant or under perfornung parcels will become attractive developmenUredevelopment sites for new businesses, bringing an increase in economic productivity to the Clearwater community. Objectives: 1. Reduce flood hazards along the Myrtle Avenue corridor by replacing failing and undersized stormwater infrastructure. 2. Improve the viability of the Myrtle Avenue corridor by becoming an amactive site for business re-development. 3. Bring Myrtle Avenue up to current FDOT specifications in order to exchange Myrtle Avenue for Fort Harrison Ave. � STATUS FY 2001: The drainage plan for Myrtle Avenue, Myrtle Avenue Stormwater Improvement Project, was completed in August 2001. The City is currently negotiating with CDM for design construcrion plan preparation. The City has applied for FDOT funding through the Transportation Outreach Program to fund $5.4 million of road improvements, leveiaging stormwater revenues to obtain road improvement funding. FISCAL SUMMARY Project Cost _ Planning $ 49 500 Design Engineering/Pernuts $1,255,000 Land Acquisition Construction $9,100,000 TOTAL PROJECT COST $11,104.000 Funding from Others 0% Secured Unsecured Total Other Funding $0 City Share 100% Roadway Funding $ 1,049,500 Stormwater Utility $ 9,355,000 Total Ciry Funding $11,104,000 TOTAL PROJECT FUND/NG �11,104�000 Requirements Total Project Cost $11,104,000 Less Roadway Funding $ 1,049,500 Expended Through 09/30/00 $ Needed to Complete 9.355,000 1 , ' , ' ' ' ' , ' ' , ' , ' ' �_l ' , , , 1 1 1 1 1 � � 1 1 ' ' ' , ' ' ' ' �[���� A����� ���.���.� �r���°��v����� ��°���c� � �� � � � ,- :� �� � � •'� :� �` � � .. ' � �. -�� i �. , �. A, ti � b _ $ ,y N Y" Y � h��� � Y'i �. t �� j g n � '� ,,.r, � 4 , .�`� � ■- � >rx Pe i�- rt ':� ;i* 4t i � �,... . .�fa t . _ .._ � : .�k��a�'" v'� : "-,. r� t ir ' � � ra � s�"�'� �r"P��iw�= T . ����� � � x �,* s t � x . . - � ��'.� `� _ ,z x��` ,'a � : s.i� � a -� ,...b „ , . _ "__... ....,..,,:a � �:�,--' 5 . �: �_;.. �� � ��= -r , � s� :�, ; :, • r '•� �- a, . :y . �Cas���c �lom� Re��lution Prmjec� �erry �=€r��h vety af �iearvvater �,i!ig�tar �reek �ommission (K60) 11 Probie►n �'ri�rit� '6,05 CIP � Joir�tY Ir�terioca! Agreement Flooc� Gontrol, Water Quality/Environmenta! �nhan�ement Description: The Friendly Viliage of I�apok is located in the Alligat��r Creek Basin and was identified and prioritizF,d in the "Compz•ehensive Watershed Manageme.nt Plan for the Alligatoz Ci�eek Watershed" (June 1997). The pr-oject was developed cooperativ�ely witli the City of Clearwater, Puiellas County and the Soutl�west Florida Water Management District. Flr�oding of' flie Park is recoguized :ror its severity, frequency, and uuznber of affecte,d residents. Removal of the Park will eliininate potential floodiilg for 20Q n�obile l�omes, 3�ridges and 497 properties upsh-eani including, for exarnple, College FIill Estates. The project w�ouId involve the purchase of tl�e i�lobile l7oine par'k and the relocation of the l�esidents, allowing for fToodplain restoi°atiou; wetland creation and habitat iin�rovement, water quality unprovenlent, aild recreation and education facilities. The conceptual plan proposes tlle recreation of a�proximately 25 acres of wetland and would restore tlle area. Cibaectives: 1, Resolve pr�perty flooding. 2. I'�emc�ve the existing Clif:f` Ste�,hei�s �ark�_ control weir. 3. Reconshuct a lone�,er weir to reduce the 10, 25 and 100 year flaod elevatioils upstream. 4. Excavate the project site for wettand. c�eution and also provide additional floodplaui storage voluzne triat ���ill serve tc attenuate tha pEak fl.ow raY.e in tl�e downst�eam chann�el. 5, Allow for flle resolution of upsh�arr, flooding of approx:imately 497 structures. 6, E��llance the water quality treatment function of the existing and proposed stormwater faciliYies at Cliff Stephens Park and Moccasiil Lake Park, thereby protecting Tampa Bay, an Estuary of National Significailce, ,3.W.LM. Waterbody, Outstai�ding Florida Water and Aquatic Preserve. G � FY 20Q1: I'unding for the design and coilstr•uction of the project has been. approved iiz the SWFWMD Five Year Plai�. Funding %i $3.5 million for properry acquisition has been applied for through Florida Forever; however, the status of this fui�ding will not be ?niow�7 until Jazluary 2002. ���CAL Sl�lV�I�A��` �r�ject �as� Plainling �esign Engiizeering/Permits � 500,�(�0 Acquisition Relocation & Mgt. � 2,688,000 I,and Acquisition - Ap��-aised $ 4,�00,000 Relocation $ 2,500,000 Consh-uction $ 2,500,000 Reserve $ 4,000,000 � � ..� � �� ', �.a2: �J�1� ��r�slen� ��-orn ��h�y � 1 �% Secured SWFWMD (Connact Pen�ing) � 500,000 iJnsecured State $ 2,500,000 Total �tlaei� Fu�zding $ 3,000,000 Citj( �hai� �2°�a Stormwater Utility $13,688,OQ0 s ot�el C'iry Fu�zdiiag $13,688,QC?� • + •-1 i' r �:: 11 �2eq�irernenfis Total Project Cost �16,688,OU0 Ex��ended Tlu-augh C19/30/�C) $ 0 Needed to Complete. _ I6 688 0�0 '�J 1 � ,� � ' 'I� ' ' �I I� � C'� � ' � ll , ' � 1 I 1 1 1 1 1 � 1 1 1 ' ' � ' � ' 1 ��.��� ����� ���������� ��°����� �� � r� � � h � �"Y����� � �; o � r M ��� `, � <.a:��" � � � � sa a � � �Y � ���� �- �' `_ ,; � F�r :.� � �,f �, � �. #: � � �., y„,:. � � „t; 1 ���,, F.f �:' v � v � • N � .;�'� � ��. _1 , �}i"" h.,•, . /.� . ,. ��' .. �,�.;.,'�'' %�F .. �" ^� a. � - x''�''n �p' �. ` � �- � ' � 7 � .r� _ , � r+ � $Cp �, } / t ^ � 3 '� �: �q ,t x � '�����# �,�.� �;:. �+: t �,f. �``��' � � i:4' �# u� i''" ' � -� .. ; RY "� f . ' q� � e q . `. ._ �.. � - i -� � x"' �'�''� \:. � t � � � ��� ,t� � tl � � �`� :�u �, ec.�. (� _ *�.si,.,� 1. „���,,;,,��." ,y�- �r ;. . Pi� j E' § J,,,•r'u A`.1 � � �.,� �; A ti ; � � � � . � � � �.. �. ;�, ,� :,_ � _ f , � �. j .s , ,� 1• _� ,�: . �� � ���- � ���.. � ���,� � ���ry �irscF� �ity of �E�ar°vua�er �c�askal �c�ne 1 ��mms��i�n (FC60) �� l�roble� F�rior6ty 1.00 CIP � Jc�ir�k, t?esign V1later C�ualiiy @mprovement, F9oodinc� Description: The Town Pond project is an integral part of the plan to invigorate the dovv�ltown area and prc�n�ote developizlent. The do�nitown area was de�veloped wi.th little o?- no landscapiug, with significant asphalt and. impervious surfaces and no provision fol- flood proCection or stormwate:r quality treahnent, As a result the area is subject to frequent flooding and the erisitng two acre pond, which persists with nuisanee veffetation, is �esthetic�lly uzlpl€:asani� arid genei-al1y poor wate:r quality. T1�e project is for the canstzuction af a 4 acre storn�water treatment pond and pa��lc an�ei�iry i�� downtown Cleaa�w:�ter to reduce existi.i�g flooding problems ar,ld provide stonnwatei treahne�it to protect t1�e tivater quallty of� Clearwater I�arbor, an Outstanding �lorida Waferbody. During the developmei�t of tlie project and other downiown redeve.lopme,nt i1. �=vas deteniuned that si�nificant inlprovements ta the storm systein in Myrtle Avei�ue would also be re�quired to m�et the desired level of seivice for flood protecCion zlot �nly in the vicinity c�ftl�.� Town Pond but also aloua 1vlyrtle Avenue Const�uction of fllis facility will also �roir�ote a `stot-u�water buy-in district' wiCliiia which development and, or redevelopment �rojects can make a payinent in-lieu-oi for City �u1d State� stoz•mw<.ter heafnlent i-equireinents. The u1�pi°oved site will incoipor�te laridsca�e architecture amenities to creat� a pleasant enviromuental setting ui downtown C�`Jeazwatea-. Objectives; 1. Provide wa�er qu.ality t�eaYme�lt for the Downtown Storir�water Service L�isr•ict prior te discharge t�� Clearwater Harbor. 2. Reduce 1QCalized fJoodir�g. 3. Rede�-elopn�ei�t incenrive. 8 � FY 2Q01: 7/Ol - Conunission approved flie Agreement with FDEP for funding tluough the Water Advisory Panel in tlie amount of �400,000. ������ ������� �rojeck �ost Plainung �r 20,OOU Design Engilleering/P���n�its � 610,O�J0 Land Acquisition $ 2,700,000 Construction $ 7,700,OOU Resei�ve� $ 2,OOO,Q00 � � �, � � .�, � �e��d�r�g ff�°�� ���a��� 4��% Secured FDEP �- Sui-fa�e Water GraPst $ 40�J,OOQ State - SWFWMI� 9� 3,105,000 I�ederal AppropriatioiZ � 1,295,000 �1►ts��uz ed Econonuc Develaprnent Land Sale � 600,OOCi `Buy-In" Storm �1.000,000 7'otal Otlaer I'uaxc�irig $ 6,400,OG0 Co�y �har� �1 % Penny for Pinellas $ 1,500,000 jtormwater Utility $ 5,130,000, �'��tal City �ie�iding $ 6,630,000 � i . . �, �, � ;� , �; R�q�irerner��� Total Project Cost �13,030,000 Ex�ended Tluougl� 09/30/00 � 1,376,8�J9 Needed to Complete l I 653.191 , � ' L ' � ' ',�J ' � '�J � ' ' � , � ' � � ' � �J 1 1 u 1 1 1 � 0 1 �J � ' 1 1 1 7['�+�� ���� ' a1r ' ' „� � ,i `+t. � � : , :�• ... .. '� : ,�k � �, �. �.. � �har°ke�r �oa� �x�i?�a�� impr��er�aee�� �roj�ct �rza€� �3arker Gi�y c�fi �learv�rater ,�ilagafi�r� �reek Can?�i�s��� (!C!�) 1Q f�robierr� Priarat� 3.06 GI� - �'st�, �esign �tr�a�t�are Floodirsg, �ridge Flc�odin� Description: `I'he Sharkey Road Drainag� Inzprovement Project will consist of the replacement of the undersized culvert crossing at the coiner of Sharkey Road aud Oberlin Drive and the reconstruction of tlie chaiulel to the i�orth of tlze ct�lvei�t. This project is recommended in. the Alligator Creelc Watershed Manageznent Plan (June 1997). Wlule this project will reduce the frequency of floodi;ng, imp3ementation of� dovv��sheam iinprovem�ei�ts wilt �till '�e requirea t�o meet drainage Jeve1 of sezti�ice irz C;ollege �Iila az�d Rolling Heigl�ts. �bj�cfibv�s: I. To alleviate the �Ioodine oi l2�uses along Oberlin Drive. 2. To cliininate tl�ie c7vertoppi��g of Sharkey I'�oad due to the :�:istin� understzed cul���rts, � � Fl� 2001: The Sharkey Road Drainage improvement Project is currently under design. The next step is Coinmissioia approval to fund �1'O��Ci C0115h11Ct1017_. F��C�L S199�!°�,A�� �r�ject G�s� Piamiing Design Enginee�ring/Persnits Land Acquisition � Conshllciion �900.000 " * . �. ' ����i�a� �r�r� ��h�r� J€'S'i&�°i'Ci �T�isec��a°ed �'�ata1, Othe� �'�u�diezg ���� �h��°E� Storn.water Utility ► � � , !. , r•�; �, $0 �°� 0�%� ��oo.000 �'c�ircF. �'ity �'ccnding �900,000 if�TAL PR0,9�C�` �S.1nfD!/�i� �900.000 ��C�l�99"iB��B�$� Total Project Cost Expended Tlu-ough 09/30/04 Needed to Coinplete �900,000 $ 0 900 000 ' ' � 0 u � 1 1 1 1 � C�� �� 1 � �� 0 1 ����°��� I����i D�°�.���.�� ���������nt� , �z �� , c. . �� � � f:: ,. �� ;�. ��. , �_ .� _ , �, , f ° a� ; .�. _ _ �lii�ator �r��k �rainage im¢aravernen±� 3�rry �ir�c4� �ity o� �fear�nrater Allig�tor �reek �ommissi9r� (Kk0) 9,4 �'riority 1.20, 1.22�1,26, �.05 �iP — �ity, �roject Developrner�t S�ructure Floading �escription: The next phase of improveinents in Allig;ator Creek following tl�e inlplementation of the Kapok project includes, clearing and snaggin.g Chamiel A between Belcher Road and N.E. Coaclmian Road, and widening the cl�ailnel between N.E. Coachman Road and, U.S. 19, the installation four parallel box culverts t�nder U.S. 19, the installation of larger box culverts at the e.ntrance road Co the Solid Waste Transfer Station and die cc�nsnuction oi an off inle ireatmenC pond, 'T'lie Alligator Creek Watershed Managemeni Flan includes tlie rep'.ace�ne�nt of t�l�e C}ld �'oaclunan Road and N.E. Coacl�man Road bridgP spans, a�ld the widening of Channel A bet�aeeu �r.S, iS and Cliff Stephens Park which v✓euld require cooidination and participation by Pinellas Coullty in orde3- to fi�lly in�piezne�lt improvezzients in this area. These impi-oveinerits would assist in resolvuig flooding problems in the reach of Channel � from Belcher Road to 1J.S. 19; and in Chaiuisl J aiad H which are directly related to tailwater conditions in Cl�aimel A. The problem is defined oy a set of road crossings that fail to meet the 25- year flooding level oF service, in addition to isolated instances of stYUCtural floodii�g durin� tlae 1.00-year desi�n sto:rn� event. ObjeCtsves: Redure flc�oding in this reacl� of Alligator Creek. 12 � FY 2001: No Activity F{S��4L Sl1MMARY Pro�ect Cc��t Planning Design Engineering/Permits Land Acquisition Construction �� ,: . ..• � , ��s�dd�g �'r�� ��h��� �eeured �Jnsseured 2'oiaC Otlaer �'�anriiri� �atj! �h��'� Stoimwater Utility � 663,507 �3.750,437 �� ��4.�4� � °�� $Q � oa�l� �4,424,044 7'otad �`iiy Fe�►2ding $4,424,Q44 ��i/-EL f'R�,�E�7° �LIIVDlfVC's �4,424.044 ��qi,lli"E'971011�S Total Project Cost Expended Through 09%30!00 Needed to Complete $4,424,044 $ 0 _4 424 044 � � � 1 1 � � � 0 �,� �J 1 �J l_J 1 � 1 1 1 l��fl���,���° C�°��� �� �,����� ������ �����s ' 13 ,�. �, � �. . .G� . ;�, .,•. ,:. � :�� r -.. ;�, � �. i� ��evpnsar� Creek 0rrmplementa�i�n P��se [ �Bid�t ShoEaerg �ity of �lear�rater Stevenson �reek �or�rrai�sian (KIJ) 9 Problem Pr�i�ri�y 'l,Q2, 1.08, �,�2 �i� �- J�int, P'rojeet Devalopmen� Structur� Floociing, Water C�uality/Enviror�ra�enfiaR Description: The Stevenson Creek Watershed Management Plan (WMP) identifies causes and sources of problenls such as Elooding, water quality degradation, excessive chamlel exosion, and los� of habitat. Once problenvs are ideniifiedo recoi�unendations are made to alleviate tile problenls. The WMP focused on floodplain Level of Service (I'I'LOS) deficiencies with water quality, h�tbitat restoration anci ea-osion protection il�cor�orated where feasible. Th� reconunendations in.clude capital iinproveznent projects, creation and restorarion of l�abitat, inaintenance and o�erational shategies and pollution reduction programs. These projects and programs refleet the goals of il�e City Compreherlsive Plan. Full iillplementation of WMF projects wil� z�esuii in the reinoval of 24� 3 of the ideiztified 334 stnictures fi•om tl�e 100 year flood plain, Many (28) of the remanung deficiencies are located witl�in the coastal high hazard area of Lowez� Stevensoi� Creek and will remain suscentible to ilooding from storii� surge. In adaitiou the coinbined �i-ojects would remove FPI_,QS deficieilcies at 33 locations on residential streets, 16 locations oii collecto�� �oads. aud on �ne� arterial road. Objec#6ves: 1. To resalve pz�oblen�.5 identified i�1 the waterslied management plai� and provid� flood protectioi., water quality iinprovement, envir�iunental prote�ction and eniaaizced maintenance and onerational controls. 14 S�'���5 F'Y 2001: The City approved interlocal agreeinents with SWFWMD and FDEP in June and July of 2001. The WMP was cornpleted in August 200L Tl1e City is proceeding to project in�plementation with th.e understanding that details of the specific projects would return to the Conunission. bef�r� implementatior� begins. ��5��� �UN1M�&��' ��� �Q�2� Projec� Cesst Planning Design �ngineering/Per�nits $ 60G,04C? Land Acquisition � 700,000 Construction � $4.790,500 � : .;;� �.. -- " �.1 `I t �uncii�g �r�� �t���� �5alp Secured SWFWMI} $ 97�,000 I'D�P -- Water Resour� e C��z-a?1t � 1,500,00 �Jeisee�red SWFVJ�MD $ 925,000 ?'otrrl Otli�f• Fcroidieig $3,395,000 �itj/ Share 45% Storinwater Utility $2.695,500 �'otal �'ity �"undi�rzg $2,695,500 �O�°R� Pi�OJcCT F&Jde�t�t(VG �f�,q.2Q�Q4t �:�CIi.EiC@i01e�B�S Total Froject Cost $ G,0905CJ0 Expei�ded Tln-ough 09/�3�J/OQ $ 155.8 i 8 Needed to Colnplete $5,934,622 ' ' � � � 1 � 1 1 1 ' ' , ' ' ' ' , ' � �����s�g� ����� �����������.���� ���.�� � "iS.� ~i ' � � 15 5 `i' PLWIV n1A6VIE: PIa�.JEC�' SViAhIAC's�R� L,EAD �lGE�IC�o BAS61V: PRO.I�CT P6�1�R'ITY: ��t�.3.�ECT S�'6A,T[1S: P��tO.IECI" PUR►I�OSE: IViorningside - IVdeadows Drainage Improve�-►ents AI Carrier Gity of Clearwa�er Aiigator Creek Gomrnissior� (KIO) 9 Problem Priority 1.04 C19� - City, Rroject Development Structure Floocfing, Street Flooding DesCription: The Morningside/Meadows Drainage Improveme�nt Project will address honle and street flooding in these two subdivisions. Houses of major concern are located on Flushing f�venue, Glelnnore Court, Charles Drive and Chinaberry Road, Summerlin Drive and Moreland Drive. The proposed project will incltiide the extensioil of the stonnwatez- collection system, removal and replacement of the existing stori�lwater syst:em and tl��e r��rading of swales betweei: hon�.es, Ob�ectives: 1. Alleviate house and st�eet flooding 16 .�G�'� �V 2001: No Action FlSCAL SUMM�4RY Project Cost P I am7ing Design Engineering/Permits Land 1�cquisition Consh-uction � ��,4L PROJECT COSi Funding ��°s�rr� Other� Secured �Tnsecured 7'ota� �'tlier Fundirig $575.000 ��75.000 fl °!� $0 �i#y Share 100°/m Storinwater Utility $575.000 7'otal City F'undilig $575,000 TOTAL FUMD/NG BaALANG� � Ftequirements Total Project Cost $575,000 Expended Tlu�ough 09/30/00 $ 0 Needed to Coinplete 575 000 ' , 1 1 1 1 � � � 1 1 1 1 1 � 1 1 1 ' ���°�u�� ����1��������� I7 Y s,:: ;�.' ' ;�. J .; �. . : , � .� ;, - : �, � �� • , • ;� Tropic Hiils Drainage Improvernent� AI Carrier City of Clearwater Coastal Zone #2 Corramission (KIO) 8 F�roblem Priority 1.03 CIP - City, Project �evelopment Stru�ture Fiooding, Street Flooding DesCription: The Tropic Hills Drainage Iinprovements project is located south of Gulf to Bay Boulevard and to the west of li.S. 19 in the Tropic Hills residential neighborhood. The proposed project will i�nclude the exteusion of the stonnwater collectiori system, reinoval and replacement of the e,�isting storinwater systen7 and the� design of the outfall under U.S, 19. �bjectives: l. Alleviate ho�ise flooding for homes on the sotitll end of the subdivision. ?. Reduce sh�eet flooding throughou1� ihe subdivision. 18 5����� F� 2001: No Action FISCAL SUMMaARY Project Cost Plaiming I�esi�n Engineeriug/Pex�nuts Land Acqlusition Consnuction T�T,4L P9�QJECi COS�° Fun�ling frorn �th�rs Se�ured �iazsecazred T'otal Ot/ier �'uviding $550,000 �� 0 °/a �0 �it f �iTaC(� '� 00% Stormwater Utility $550,000 �"otal City Furcding $550,000 a-ora� PRO�Eer �unrDrrv� �Q_qQQQ R�quirements Total Project Cost $550,000 Expended Tluough 09/30/00 $ 0 Needed to Coinplete $550,000 ' ' 1 ' , ' ' ' ' ' ' ' , ' ' , ' ' ' � ����� ����� ��� � ' .� - �.� � f, � � �'J � e - g� � � / N.T.S. - � i� �' ( r at a � � � s� �r� � � �/ �� 4 I j � . `'. ,'_3 ' a i'i I �. ��� ��� a i : �� �,� � � , a _, , �� !; I�,�,�'�; �t�,� ,J A � 1 ✓WY4cil.�� � ( t. ,�QT� I .`— �� II��II ��,�� � e,,�ry'li -� �, � ���� ��; � � � w R �i cuR�E � ��_— � � � i� J� vi J) W mi II S.R. OUNICQIN � \ r � � `' ��oN sr. �, , � _ � r�sE � oir�r i � o � , ^ j ,''� '° �;�7 , i �`��l LF TO i � °'' `' �i,aaA,.,°��� j zi IA9�Ci.eECT % ��,. TI LCDC�,TEOP� � -"'� { � � � = BELLEA(�' R�. �� � � , r _ i'��.t.�tz y u.�rco' ' f �I � � or� oLUSMUt `� /�� /�-�'� ,� l 5ATE77� FId1�OR MAIN ST. - _� �� .,m,.�,a ,�Qy, �9 • � �s � •r•; . �. ,. �. a • • f ., ;. � • Allen's ;;ree� PVeighborhood Fiood°snc� ,41 Carrier City of Ciearwater Allen°s Creek �ommissior� (NCEO) 8 F'roblem �'riority 1.19 CIP - �ity, 6'roject Development Structure Flooding, Street �looding Description: The Allen's Creek Neighborhood Flooding project is the residential neighborhood located ziorth of the A11en's Creel< Rehabilitation Project and to the east of Hercules Avenue and includes Rebecca Drive, Sandra Drive, Lees Court, Bunvice Drive and Canterbury Road. This project is i�itended to redtzce house, sh�eet and yard flooding due to inadequate stormwater coirveyance. The proposed project will include the extension oi t�he stormwat�e��� collection system, removal and replacement of tli� existinb storn�watei- system and the i-egrading of swales hetween llou�es. C3bjectives: 1. Alleviate hause ai�d street tlooc�i�i�, �p STAT�9S FY 2001: No Action FiS�AL Sl1MMARY Prmject Cost Planning Desi�n Enginearing/Permits Land Acquisition Ccnstruction �"C�iAL P6�C}JE�i C��� F�anc6i�g �rom Ofih��� Ses�a�red �iJnsecu�-eci �'otal �tlacr F'unding $60U,000 �600.000 �% `� 0 ���a/ s�a�� 7 00°% Stozmwater Utility $600.000 �"otczl �':ty� �'uszdieag $60�,000 �'OTAL 9�RC3JECT FUNDIIVG �600.000 Req u i rer�tent� Total Project Cost $600,000 Expended Tluough 09/30/00 $ 0 Needed to Complete $600,000 ' I_J � u � � � � � C' � � � � C u � 0 � ����� 9 s ��°��� i�e�gl��b��°�h��� �1 S`TR�ET Fi�00Di1`IG PROJ�Gi"S Project North Greenwood Corridor Enhancement Project Stormpipe System Replacement Projects North Beach Drainage Improvements Project City-Wide Aerial Photography* * No Description Provided for Projects Less Than $100,000 22 Commission Priority 14 8 8 - TOTAL Commission Priority G Project Cost $2,315,001 $5,814,000 _ $470,000 �� Project Cost $22,000 PROJECT NAME: PROJECT MANAGER: LEAD AGENCY: BASIN: � PROJECT PRIORITY: PROJECT STATUS: PROJECT PURPOSE: N. Greenwood Corridor Stormwater Enhancement Project Bob Maran City of Clearwater Stevenson Creek Commission (KIO) 14 Problem Priority 2.02 CIP — Joint, Design Street Flooding Description: The City of Clearwater will begin improvements along North Greenwood Avenue corridor from just south of Palmetto Street north to Fairmont Street. In conjunction with this project, the City intends to upgrade the main collector pipes running under North Greenwood Avenue and relocate them from under the planned roundabout. This coizidor project will be a timely oppoitunity to replace older pipes from under the proposed improvements to a more strategic location for future repair as may be needed. Objectives: l. - Improve the City storm system. 2. Protect the new st�eetscape from pipe collapse below proposed improvements 3. Alleviate street flooding with larger capacity drain pipes. 23 STATUS FY 2001: The North Greenwood Corridor Enhancement project is designed and ' on schedule for construction in November. A change order in the amount of $225,000 for stormwater drainage improvements will require Commission approval. FISCAL SUMMARY Project Cost Planning Design Engineering/Permits Land Acquisition Conshuction $2,315,Of�1 TOTAL PROJECT COST �2 15�4,4 Funding from Others (18%) Secured SWFWMD $ 425,000 Unsecured Total Otlzer Furzdiilg $ 425,000 City Share (82%) Road Millage $ 240,000 Water/Sewer $ 425,000 Penny for Pinellas $1,000,001 Stormwater Utility $ 225,000 Tatal City Fuizding $1,890,001 TOTAL PROJECT FUNDING �2 �1 !41 Requirements Total Project Cost $2,315,001 Less Other City Funding $2,090,001 Expended Through 09/30/00 $ 0 Needed to Complete 22 000 ' � �� ' , i ' � 1 1 1 1 1 1 1 1 � � � � � � 1 1 N��I� ��°��m����� ���°�°����° ���.�c�����s ' 24 P i��.) � C'T 11B/41�i E: PRO.JECT` 11IIAN�►�EFS: LEAD /�GEIVCI(: B�ASIN: PFt0.9EC1' PiZi�EtIT1(e PFZO.IL��' �TA,Tl1S: PROJECT PIJRPOSE: �iorr� 6�ipe Syst�m Reg�lacement �roj�ct� Bab Maran City �f Glearwater City�wid� Commission (KIO) 8 Problem Priority 2.00 CIP — City, Project Development Street Flooding Description: The Public Services Department compiles a list of temporary repairs made throughout tlie; City-wide storm pipe systein, providing this information to Engineering. The locations where temporary repairs were made are evaluated by Engineering and, where necessary, permanent upgrade and replacement locations are placed on the annual stormpipe replaceinenl: couh�act. All projects are reviewed by the Capital Improveznent Stormwater Managen�ent Corrnnittee for consistency with appropriate watershed management plans and prioritized by the Committee. Emergeiz�,y projects are given the llighest priority. Objectives: 1. Either slip-lii�ie or replace corrugated metal pipe witl� reinforc�c� concrete pipe. 2. Eliininate road base erosion and subsequeut road subsidence. S. Reduce sediinentation load to storn� pipes and ultimate receiving watez-body. 25 ' ,+� FY 2001: The City Cornrnission approved the Annual Stormpipe Replacement Project for FYOl in March 2001. Tlu-ee of four contract areas have been completed. Replaced 132 ft. of �4-inch pipe along Druid Road west of Missouri Avenue. Also replaced 1900 ft. of up to 18-inch diameter pipe at Glenwood Avenue/Diuid Road and Po�vderhoni Drive/Huntiugton Lane. An additional 600 ft. of 18-inch diameter pipe will begin in the �fall at Pinebrook and Adlniral Woodson L,ane. ������ ������� Project Cost Plamiing Design Engineering/Permits Land Acquisition Construction T�TAL PROJEC7° COST Fua�dir�g �rora� Othe�°s Secured lJnsecured Total Ot/aer Fundirig �!$y $hat'E Starmwater Utility Payments in-Lieu-of Retention $5.814,000 �5.814,000 oov� �0 � oo°% �55730,000 $ 84,000 Total City Funatiiig $5,814,000 T�TAL. AROJEGT FUNDiNG � Req�airern�nts Total Project Cost Expended Through 09/30/00 Needed to Complete $5,814,000 $ 0 �5 814,000 ' � � � � � � u � � � � � 0 u ll � l�' ����°� ���� ������ �����.���e�� ' 26 PL.,��1 �A[VQ�: PRO.)EC`�' MA�VAG�R: i.EAD AG�I�ICY : BASI IV: PFt�JECI' PRIOi�ITY: PRO.�EC� STATUS: PRQ.DECT PURPOSE: �arth �ea�h �rainage Improvemer�ts Ai �arrier City of Clearwater Ciearwater Beach Island Cornmission (KIO) 8 Problem Priority 2.10 CI� � �ity, 6�esign Street Flooding Description: The North Beach Drainge Improvements Froject will provide improvements at various Iocations in the north end of the island. The work will include the installation of stonn grate inlets and removal and repair of` the existing collection anci outFall system. abjectives: 1. Alleviate street tlooding stanciing wlter in street. 2, Itepair the existing storin�r�ter collection system. 3. Repair st�eet ei7d outfalls. 2l STAT�S FY 2001: In-house survey has been completed and project design lias begun. Estimated construction to commence prior to Januar.y 2002. FIS�AL SUMMARY �rojecf Cc�st Planning Design Engineering/Permits Land Acquisition Constructioi� iC�TAL PROJECT COS� �undi�g frorn Oth��� Secured iJazsecured �47Q,000 _ 00 0 �/o 7'otal Otlaer Fu�2ding �C� Ci�y Share 100°/p Stormwater Utility $470.00� Total City Funcdiizg $470,000 T'QTAL PRQJEC7° FUNDING �470,000 f�equirements `Total Project Cost Expended Tluough 09/30/00 Needed to Com�lete ���o,000 $ � �470.000 1 ��' 1 1 1 1 1 1 1 1 1 1 1 1 1 � 1 1 1���� ����� ��°����.�e ' 2s ' ' , � � � � 1 ' ' 1 ' ' ' ' ' ' ' ' R�C ULATO►I�Y �pNIpL,IANGE PRO1EGiS ��o�e�� FDEP Conzpliance Project �roject NFDES* * No Description Provided for Projects Less Than $100,000 24 cn�m;ss�o� �riority S ;'�'i'AL CQm�issio�a �'t��ot-it�, 5 Fro���t cQS� $1,008,000 6_1 . II �rojeci �'ost $44,OOQ PLAN NAIVIE: PROJECT MANAC�ER: LEAD AGENGY: BASINc � PROJECT PRIORITY: PROJECT STAYUS: Pf\oYGi.r f Q'4sRPOa7G: F�EP Compliance Terry Finch City of Clearwater Not Specific Commission (KiOj 5 Problem Priority 3.00 P8�S — City, Pian Concsption R@gUIBtOP�/ COIII�JIB8f1G�, Water Quality fmprovement Description: This project provides for the funding of water quality enhancement projects as required to satisfy a c;onsent order �vith the Florida Deparnnent of Environmental Protecr�on. The Cit_y has currently paid $20,000 to FDEP for costs and expenses towar�d satisfyin� the consent order. Several projects have been considered %r implementation and submitted to FDEF for review in 1999. To date, however, FDEP has not responded to the submi�tal. While the originai settlezneiat "projeces'° requir�d the expenditure of $900,000, the actual cost of zmplementing projects under consideraticn would be somewhat hiaher; therefore, tatai funding in ±he amount af $I,C28,00� is being requested. O�a�efiiv��: 1. Sarisfy �'D�P C�onsent Order. 2_ �'rovide wat�r quality ��nefi�is �o Clearwater Harbor and 'Ta�npa Bay. ST�TUS FY 2001: No action has been undertaken this year. FISC�lL SUfVIIVI�RY �roj�ct Cost Planning � Design Engineering/F'ermits $ 151,200 I�and Acquisition Construction � $56,800 ���"iAL. Fl��,1��'�` �E,���' �1.008,Q00 Fur�c�w�g ��°�r� C�th��°� Q�l� See�red �Jnsectsr�d �"otal (lther I't�rt�irs� $Q ����' ����'� � �Qgia� Starm��a.ter Utility $ i .008.00� Tcrrt�l �'at�� Ftsn�frreg $?,008,Q00 T�T�L PRQJ�Ci FL/IV�!l1fG Requirerner�i� Total Project Cost $ I,00�,000 Expended Through 04/30/00 � 0 Needed to Complete 1 008 000 ' ' ' ' ' � ' � ' _ ' ' ' ;I� ' �'� , ' ' 30 ' , ' 1 1 1 1 ' .:-:.�,;''' ' �. ,�,� �� �°i '� ' . ' ' _ z � ' ' ' ' ' ' ' ' ���� ���������� � ` .�� ,.�.� . C '�'�-X�".C���� � �"i� �, . . � ^� .��-'�' "` � '�' � `a� ,�' _ �- } w �»,�„�..�.._ � -. , _ . , � . � . . . '� �����- - g� 31 �i ` � + - � „' ,�" '� � �m. �, i _ xi `„� �' � � � � �� � y �,.m ,�,�;� � � � _ � ����,��� � � �`��z� ,zd � ��� � � ���n ` r . �� ,e�;: ��� � � � ��, � ; �,���.` � � -���� .�, , �, ��;= � ; �f � � � '� , � s • �r�ject None �'o�mission Pr�ori�y 3? �r�jeci �t�st iVIAJOR EROSIOItii PF�OJE��'"S pro�eCt Allen's Creek Gabion Project 33 comm�ss�an Priority � '�'OTAL: ����e�� eost $681,779 ,,�: ' PROJECT NAME: PROJECT MANAGER: LEAD AGENGY: BASIN: � PROJECT PRIORITY� P�tOJECT STATtJS: PROJECT PURPOSE: Alien's Creek Gabion �roject AI Carrier City of Clearwater Alien's Creek Commission (Kla) 9 Problem Priority 5.00 CIP — City, Construction Major Erosion, Bridge Flaoding Description: The ongoing Allen's Creek Gabion project is located north of Gulf to Bay Blvd. and south of Cleveland St. at Rainbow Dr. This project is necessitated by increased flow rates in the Allen's C;reek channel caused by expansion of the stormwater system on Cleveland St. The project consists of channel realignment and sidebank stabilization utilizing the construction of gabion baskets and gabion mattresses. The project also includes the replacement of an exi:;ting 72 inch com:gated metal pipe with a 7 foot by 20 foot ConSpan bridge structure at Rainbow Dr. Due to the nature of the project x homes wi11 be removed from the 100 year floo�iplain. Objective�: l. To eliminate� 1;he onaoing erosion that has caused portions of the creek owned by the City from encroaching into pnvate property. 2. To alleviate :roadway avertopping at Rainbow Br. 34 STATUS FY 2001: The Commission approved award of conshuction in May 2001. Construction is presently underway. FISCAL SUMMAI�Y Rroject Cost Planning Design Engineering/Perniits $ 1�6,550 Land Acquisition Construction $ 665,229 i�TA� PRf�JEC►' ����" ��� Funding fror� �th�rs 0% Secured iJnsecured Total �ther Fundtng $0 �It� ���t'� '� OQ°�Q Stormwater Utility $ 681,779 Total City Funding $ 681,779 TOTAL FUNDiN€3 �AL/-iAl�E �_G�1.774 Requirements Total Project Cost $ 681,7'9 Expended Through 09/30/00 $ 14,950 Needed to Complete 666 829 , C�', � 0 1 0 lJ 1 II 1 1 � � � � � �_� 1 ������ ��°��� ������ ���� ��� � 35 � ' , ' ' ' ' � � � ' ' ' � S i 1 1 � ♦ � � ` ♦ ' • � � ;� , •; � �. �Y'(?JeC� Stevenson �Creek Estuary Restaratfon Project Alligator Creek Iinplementation Projects � North Greenwoo�' Siormwater Retrofit Praject �rojeci Coopers Point Restoration & 1Vlana�ement Project* * No Description Provided for Projects Less Than �100,000 36 �OIIlYT11SS10HY �'r��rity 12 12 7 '�'�i�iL: ��mmission Pr►ority ry N � •- �, . : $7,000,oC�o $2,216,Q00 $33Q,779 �4.54b¢774 �roj�et C�s� $92,OOQ PLAN HiWNiE: PROJECT MAh1AGER: L.EAD AGENCl(: BASBN: - PROJECT PRIORIT`1(: PRAJECT S'�ATUS: PROJECT PU�POSE: Stevenson Creek �swuary Restoration Eiliot Shoberg United States Army Cor� af Engineers Stevenson Creek Commission (KIO} 12 Problem Priority 6.00 P&S — Joint, Scope and Participation Criteria Water Quality/ Estuary Restoration Description: The Stevenson Creek Estuary discharges to Clearwater Harbor at the intersection of Ft. Harrison Street and Sunset Point Road. The Esluary Restoration Project was prompted by response to community concerns to reclaimed water expansion in the North Green«�ood cornmunity. Thraugh the Srownfields Environrsiental Justice plan, Yhe community requested this project #o have primary imponance. The dredging will focus on accumulations of material and restoration of the estuary . Approximately �0,000 cubic yards of muck deposits, primazily located betv✓een the Fort Harrison Avenue Bridge and the Pinellas Trail Bridge, will be dredged to help improve water clarity and improve the habitat. 10,000 cubic yards of material will be dzedged to open up restricted tidal flo��s at the Fort Harrison Avenue Bridge. Without the project, the Stevenson Creek designated t?utstanding Flarida Waters (Chapter 17-3.041, F.A.C.) and Class III waters would probably continue to degrade in environrnental quality. Odors from Che area would cor.tinue ta be baneful and aesthetics cauid decrease. •.;• . 2. Reduce odors associated with the organic muc�, improve area aesthetics, restore dissolved oxygen levels and help reestablish the estuary tid�l flow 2. Preserve the natural estuary. 3. Sea grass and mangroves �vil1 be planted in the Estuary. 4. The USACOE E�nvironme�atal Restoration Report to demcrostrate Federal Froject 3ustification. Without Federal Justification, this proje�t is underfuxided by $4,550,000. 37 STATUS FY 2001: The USACOE completed the Preliminary Restoration Plan (PRP) in October 2001. The USACOE is conducting a feasability study for the Stevenson Creek Estuary Restaration v�ith an expected completion date of April 2002. The next step will be to bring a 1'rajec: Cooperative Agreement (PCA) between the USACOE and the City of Clearwater to the Commission for approval. The City has applied for federal funding support to the United States Congress for $4,SSO,QOQ in I'rY02. �E$��� ������� �rcaject ��st Planning $ 552,11 � �esign Engineering/�ernuts $ 646,208 Land Acquisition $ 1,270,000 Consin�ction $ 4.�31,674 � :. -.� � I1k 111 F�r�e�in� fr�m ��F�ers Secc�red Unsecured USACOE Total Other Fu�iddng City Sh�re Stormwater Utility Total City Furzding T�7'.4� PRC3,I�CT ,�4JN�lOV�'i ��C,l.l16'�111@P'i��s To�al Project Cost Expended Through Q4/30�QQ Needed to Complete _: , $2,000,000 $2,000,000 �' 1 % �S,OQ0,000 $S,OOQ,000 �7.aoo.000 �7,OOQ,000 $ 0 7 000 000 � C ' IJ� � , a � , � �� � �' � i , �� � 1 1 � � l� �'� � � � � 1 � � Il � u � 1 �����n��� ����� ��t��.� I��s�o�°�.���� ' 38 , � .. � �. . .; r .:� � :, • � � . � • Aiiigator G�eek 6mplementation Pro�ects Terry Finch City of Clearwater All�gator �reek Commissiar� (KIO) 12 �roblem �'riority 6.04 CIP � J�int, Construction Water Quality Imprvvement Description: This project is for the conshlzction of three projects that were reconunended for implementation in the Alligator Creek Watershed Management Plan that was developed in cooperaiion with the Southwest Florida Wa�ter Management District, Pinellas County, Safety Harbor and the City of Clearwater. The projects are: 1. Stabilization of Cl�annel B betweei� SR 590 and Moccasin Lake Park using gabions; 2. Moccasin Lake Park Sedimer�t Sump and Rehvdration which includes the construction of a pond and in-line sediznent sump to catcll sediment and h�ash and heat storinwate�° before it discharges into the park. 3. Cliif Stephens Parlc Dredging and Sediment Sump which includes dredging of the westermliost pond in Cliff Stephens Parl< and the consnlictic�i� of a sediment suiup to catch sediments before they reach the lake proper. The projects ar� cc�operatively funded by Clearwater, Pinellas County, the Southwest Florida Water Management Dist�ict, Florida Deparnneilt of Enviromnental Protection aild the Tampa Bay Estuary Prc�gram Objectives: Elinu�uate erosion in Channel B upst�-eam of Moccasin I,ake Park; catch sediments for removal before entering the park and rehydrate the park by restoring flow to historic chamiels; capture sediment from upsheam for rei:zoval in an area of Cliff Stephens Park that is accessible and can be maintained xegularly. 39 ��O�T� � F'Y 2001: In May 2001 the Commission approved a second amendment with the SWFWMD and others for implementation oi the watershed management plan for Alligator Creek. Wztershed, providing for a tiine extension to Jnly 2002 and reallocating funding. F�SCAL S�3NBMAR�' Project Cost Plam�ing �esign Engineering/Pennits Land Acquisition Consh-uction I � '1. • Fu�dirag fror� �#he�s Se�ured State (SWFWIVID) Cotulty Safety Harbo�- FDEP TI3EP �Jusecured Total Ot/ie�° Fauidirzg �@�`�/ Sh�t'@ Stormwater Utility Total City Funding TOTAL PROJECT FUIVDING �@Cjl.11C�it'E@II�S Total Project Cost Expended Through 09/30/00 Needed to Complete $ 456,�00 $ 254,500 $1,SOS,OOQ ��.Zl�.00a 52 °/a w 596,1�8 � 255,196 � 10,675 � 242,000 � 37.500 1 141 529 �$% $1,074,471 $1 074,471 '�►�►�[�[IDII� �2,216,000 $ 662,637 1 553,363 � ' 0 1 1 1 1 1 1 1 A��������° ��°��k ����e�e��a���� 1 1 ' �o 6�i�O.IECT BVAME: PROJECT tVIAHVAGI�R: �.E�� AG�illcli: �ASiN: PROJECT PRIORITIP: 8'6a0.1E�T S1'I4TUS: PRO.��CT PURPOSE: North Greenwood Stormwater Retrcfit Elliot Shoberg City c�f Clearwater Stevenson Creek Commission (KIOj 7 Problem Priority 6.02 CIP — Joint, Construciion ►Nater Quality Description: The City of Clearv✓ater is installing two Continuous Deflection Separation (CDS) units for treahnent of stormwater runoff that is currently discharged t�o Stevenson Creek. The smaller unit will be installed at Pennsylvania Avenue between Grant and Marshall Streeis and will not be monitored. The larger of �he two units will be monitaced far an eight-month pe�r-iod and wiil be inst�lled at Missouri Avenue and Pah7letto Street. The monitaring will izlclude analyzing pollutaut reinoval effi�iency of fl1e unit and cl�aractez-ization of the material collected iu the sump. CDS devices are designed to function as gross pollutant h�aps to capture debris and other floatables, coarse sedirment and sediinent-bound poliutants. Tile CDS technology is designed to divert low flows through the unit and le� a portion. of the major r,zinfall events bypass the unit to avoid flooding problen�. Heavier solids drop into the contaimnent sump and a perforated separation panel keeps the floatable items from leaving the unit. The materials that collect in the suanp do not have to be removed aftea- each storm, only when the sump is full. Objectives: . 1. To monitor tl�ie overall ability of the CDS unit to reduce the storniwatei pollutant loadit�g to Stevenson Creek. 2. To evaluate the ability of the CDS unit to capture floatables and coarse solzds not typically nneasured, to ei7sure cost- effective manageinent in future us� budgeting. 3= To collect rainfall, runoff aiid flow data from eight (8) statistically signi�cant storm events within a period of eight (&) montl�s of sam}�ling. 41 4. Memorial Causeway Bridge water quality mitigation. ST�►�f l! $ FY 2001: This project was approved by the City Corrunission in March 2000 as a design- build conh-act. The Commission also approved an amendment to this contract, bringing tl�e total fiom $258,472 to �330,779, in January 20Q1. The project is cui-rently under construcrion. The CDS uiut at the location of Pennsylvania A.ve. and Graiit St. has been completed. ��sc�� s�n�nn��� ��� 2002} P'roject Cosi Planning Design Engineering/Pernuts Land Acquisitioz� Const�-uction $330,779 TOTAL PROJECT COST Faanding from E)ihers Secured SWFWMD Unsecured Total Ot/zer I'undirig City Share Stormwater Utility Tota[ City Furiding TOTAL PRQJECT �UND/NG ��Cf l�fi'�Pl'@�91fS Total Project Cost Expended Tlu-ough 09/30/00 Needed to Complete �� 30% $100,000 $1009000 70% $230,779 $230,779 �330.779 �330,779 $ 35,829 �294950 ' ' 1 ' ' ' ' , 1 1 ' ' ' , ' , ' ' , �T��� ��°����%����1 �����r�.���° 1����°��� 1��oj�c� �. y ..��� ��� � ��� �� �i��� �m��aY�S�, wi � � � � � ..; .,. � ��;�> zr � ... . . ,, ,es . . , . ,,;r,.. P . .. . .. .��.._ :. �`,. . 1. `. ..;.. �.�.. .. . � �.__ � .. ,���� ,+- � � ,... �� ���� , � �.,. - T� �� �.:.,:; � „� - - f� t ° � � �. .`. .., _ � , �;: � � .�<.�_. � ��`� 42 ' ' �J , u ' ' I1 ' �J ' �,I ' ' ' C , ' ' PROJECT NAME: PROJECT MANAGER: LEAD AGENCY: BASIN: PROJECT PRIORITY: PROJECT STATUS: PROJECT PURPOSE: Storm System Expansion Project Tom Miiler City of Clearwater City-Wide Commission (KIO) 4 Problem Priority 7.04 P&S — City, Conduct Study Flood & Water Quality Protection Description: The City of Clearwater has completed watershed management plans in those drainage basins identified by the City Comprehensive plan for implementation. Each watershed plan makes recommendation in the form of project alternatives to resolve flooding, water qualiry and environmental problems. Many of those alternatives include the acquisition of flood prone properties that cannot be adequately protected by structural improvements in a manner that is also cost- effective. In effect, to acquire the property is more cost-effective than to design and build an infrastructure improvement project. Historically, the City has waited to acquire flood prone lands until the public need and the availability of funding to address that need are simultaneously realized. Typically, that would occur in reaction to a significant flooding event. The City has not had the benefit of long range watershed improvement plans to identify flood- prone lands for acquisition as a cost-effective solution to overcome flooding problems. As a result, delays in project implementation, combined with the public's frustration over continuous and unabated flooding has led to more contentious resolve that has included escalated property acquisitioin costs and on occasion, added legal costs to the City and to the public property owner. For example, in 2000, the City acquired two duplexes on Spencer Avenue to overcome a series of serious flooding problems. Settlement costs were $300,000. Had that property been acquired in advance of the recurrent flooding event and subsequent litigation that included attorney fees and damages, acquisition at the appraised value of $158,000 may have been a more realistic settlement cost. Objectives: 1. Inform property owners of flood potential. 44 2. Create a permanent property acquisition fund. 3. Acquire flood-prone properties where benefit cost warrants that purchase. STATUS FY 2001: No activity FISCAL SUMMARY Project Cost Planning Design Engineering/Pernuts Land Acquisition Construction TOTAL PROJECT COST Funding from Others Secured Unsecured Total Other Funding City Share Stormwater Utility $4,000,000 �� 0% $0 100% $4,000,000 Total City Funding $4,000,000 TOTAL PROJECT FUND/NG � Requirements Total Project Cost Expended Through 09/30/00 Needed to Complete ,• 111 111 1 ', � 111 111 OTH�R P1�4JEG`TS Project Storm System Expansion Project Infrastructure Management System (GIS) {No Description Provided} _ _ Project Citywide Aerial Photography* Air Conditioner Replacement* Commission Priority 4 5 TOTAL: Commission Priority 7.02 N/A * No Description Provided for Projects Less Than $100,000 43 Project Cost $4,000,000 $464,000 '�� i�i Project Cost $22,000 $14,000 ' � 1 1 1 1 �J 0 1 1 IJ CI' J C 0 !� � 1 ' ����°��r���� ��s����-� ����.����� 4� � � ' ' , :' , ' ' ' i 1 1 1 1 1 1 1 1 ♦ � � � � �_ � � � � � � � � � � � � � � � � � � � � �i� � � - � % ��' �= ;:�, ��,�'� � � N ��, � � - � fr s ���. ; �t � � �� ��� F�� � � : �, ::. 1 � ° � '�'T .:` � ' �lt�' �'oncept Plan ��v�lop �tudy �cope City Conducts �tudy �onsulta�rt �tudy ����Y� Concept Plan Y�evelop Sttady Scope � �articipation Criteria Consultant Study � ' � y�' q 4 - ; ; � � . j " � �. t ' '+.; � ! f i�3 � ',' �/' �9��' �roj�ct ��v�lopment :i C;ity C'oriducts I' �esi�ns � Gommission 1� + ,AW�rc� a��Cc JO��� ' ' ' ' ' ' ' L_J ' ' ' ' ' ' ' ' , ' ' � � � 1 � � � ., . ' C, , ' , ' � ' ' , ' ' ' ' ' ' ' ' LJ �trat��ie �b,�e�ti��es/l�easuresi'�'�t°�e�s Strate zc Priority Kev Intended Outcomes(ILIO Infrastrueture 1. CIP's need to improve LOS. � Maintenance & Improvements 2. CIP's directiy leverage private investment. 3. CIP's need to elevate aesthetics and enhance natural beau . Human Resourees Issues 4. Improve Customer Satisfaction 5. Increase Customer trust confidence in city government 6. Develop employees who have the� skills and commitment to deliver Auali service to our customers Economic Development 7. Clearwater will be a regional leader of "industries of the mind" (fmancial, insurance, real estate of technology driven businesses) 8. Clearwater's downtown wiil be redeveloped into a branded destination 9. Clearwater will be a premier, family coastal vacation destination in Fla. 10. Clearwater will have valued position as a preferred communiry for families to live. 11. Clearwater will have successful parmerships that result in a well- educated, well-rounded citize (�i�ai6ty �i �.ife 12. Clearwaier has a distinctive presence consisient with its natural beaury. I3. Clearwater offers diverse educationa4, cultura� and recreational �pportunitiAs. I ; T4. Clearwater is r�eco nized as a referred lace �o live, warl.c and 1a �_ �ubli� ,�a�ety 15. Ci�arwater is a city free from h�ight. � 15. Clearvaater is proactive in. its proznotion (or support) of communiry well- I being. I I] 7. Clear�vater st�ives for overall eifective cominunicatians. I � 18. Clearwater is a city that values diversity. , I 19. Clearwater provid.es efficient and eife^tiv� rn�vement of alI types af trafirc. 2G. Ctear-,�ater is proact�ive in its pa-omo�ion (or support} of community well- � being. � 21. Clearwater strives for overali effective cam�n�nications. 22. �learwater is a city that vaiues divArsitv. 23. Cleaxwater provides efficient and effective movement of all types of traffic. _ _ , ' ' ' , ' , ' ' ' ' ' ' , 1 ' ' , , � `� � , � 50 , S i VKIbIN\(!i f CK U f ILI I 7 PROJECT LIST Priority KIO Class WS Location PR�:�LEPJ6 T07A� COST hJorth Greenwood Corridor Stormwater Ca�rdination repla.;ement with Enhancement 2.92 14 F-2 STC Enhancement Project 5225,000 In conjunction with Tewn Pond, resoAre 17 street LOS deficiencies and remove 18 1.01 13 F-1 CZ1 MyrlbAveDrainagelmprovemenEPro�ect ���ures#rom100vrfbod, $11,104,0�0 Overall water quafity, sedimentationlerosion, 6.00 12 WQ-i STC Stevenson Creak Estuary Restoration and ibod pmtecticn p�nning proiect that will $7.000,000 � also include dredginn. 6.04 12 WQ-1 NGC AlBgatorCreek Imp�mentation Projects {Ciff Al6gator Geek Watershed Pk�n project wiih $2 2�6,000 Steveds Park, Mocassin Lake, Channel B) SWFWMD and Pinellas County. 1.00 11 F-1 CZ t Town Pond Commercial prope*ty iboding and signifcant $�3,D30,000 water quaEty impmvement project. Significant in-strucfure f�ding and as a resuft 1.05 11 F-1 AGC Kapok Fbod Resokdion Pmject of previous site devebpment, signifcant $16,688,000 reduction in fbod level of service basin wide. ° Remove 33 strucfuresl 78 dwel6ng units from 1.02 10 F-1 STC GI�n.Oaks �, - �� 100yrfbod $2,203,240 1.06 10 F-1 AGC Shaikey Road drainaga Improvemeni Project Properfy and Siree', Fb�oding, bndge $900,000 overtopping 1.24 10 F-1 AGC Repk�ce Coa,hman Road Bndge span �354,000 �! _ I Construct peral�l BC from Gty Fbod Detention � i.32 10 F-1 AGC FaciEty to N Lagoon Grc� F remove existing £944,006 weir. Construct paral�l BC on west side Bebher to 1 33 10 F-1 AGG channel A; regrade channel D from Sunnyda� $448,OOQ to Be�her. 1.04 9 F-1 ALC �mingside Nieadows Drainage impmvements Pro�rtsr �, Street Fboding $575,000 f�lushing( Chinaberryl More�nd/ Summerbn) 1.Q7 9 F-1 STC �Pansion of Lake Bel�we/Upper Lake Remove B structu�sl 17 dweling uni�s from $1,337,884 Bellewe CuNerts 100yr fbod Spnng Branch Fbod Detention BasiNSpnng Remove 21 str�ctures! 21 dwel&ng units from 1.08 9 F-1 STC Branch Conveyance Enhancements Upper & 100yr fk�od $4,157,360 Lower � ° 1.09 9 F-1 STC Jeffords St/Barry Rd �etention Pond Remove 12 structures from 100 yr fbod �1,690,634 1.10 9 F-1 STC St. Thomas DdBellewe BNd Creek Restoration Remove 19 structu!es from 100 yr fbod 51,801,913 1.11 9 F-1 STC �� Lake Expansion & Du�can AvelTumer St Remove 17 structu�es from 100 yr flood $2,376,418 Detention Pond 1.12 9 F-1 STC Palmetto St. Sediment Pump Remove 1 structure from 100yr fbod $544,546 1.13 9 F-1 STC Hilbrest Nve Overfbw Bypass Cuhiert Remove 42 stractures from 100yr flood $2,7_99,109 4-72' RCP improvements under US Nwy 19 at L20 9 F-1 AGC Al6gafor Creek Fbod Protection $3,080,270 121 9 F-1 AGC W�den Channel A from US Hwy 19 to Ciff This project is Pinellas County junsdiction, but $� Stephens Park must be addressed in this order. � 22 9 F � ��� Sofid Waste Transfer Station Entrance CuMert �208,302 Replacement Widen Chennel A fmm Old Coachman to US ' 123 9 F-1 AGC Hwy 19 and construcf bypass chan�el to new Fbod and major emsion protection. $247,63D ireffiment pond. 125 9 r-1 AGC Wden, deepen ChannelA from N.E. Coechman �427 6�4 to Oid Coachman ' SWUPLKIO-Priority S(�RTFinal.xls gI27/Q11 ' ' ' ' ' ' , ' ' ' ' ' ' ' ' ' ' ' , STCJFZIViWATER UTIL�TY PROJECT LaSi Priority KIO Cfass WS Location PRO�LEN4 TOTAL COST 126 9 F-1 AGC ��zrl5nag ChannelA Emsion Repair Be�her $102,675 to akl Coachman 1.27 9 F-1 AGC Regrade Channel A from Hercu�s to Sunshine �9E,500 Dnve and repk�e road crossings 128 9 F-1 AGC Channel A, repiace access rnad cuMert $35,Q00 129 9 F-1 AGC Repiace Channel B Office Comp�x access road $21,000 cuNerts 1.30 9 F-1 AGC Replace S. Lagoon Gro� cuNerts in Channel C $92,500 1.31 9 F-1 AGC Replace N. Lagoon G�� cuNerts in Channel C �482,000 1.34 9 F-1 AGC Replace Sunnydale box cuNerts $59,000 1.35 9 F-1 AGC Replace Pnvate Dnve CuNert in Channel F $33,500 1.36 9 F-1 AGC Replace Campbell Rd. CuNerts �38,500 1.37 9 F-1 AGC Reph�ce Beville Road CuNerts $42,200 1.38 9 F-1 AGC berm %r Gameron Apt Compbx pond. In $31,400 1.39 9 F-1 AGC Replace Okl Coachman Road CutJerts $206,700 1.40 ° F-1 AGC Restore Connection between Borrow Pit and $48,300 Moccasin lake 5.00 9 E-1 ALC Af�n's CrAPk Ganion Proj�� ' Major erosion control project. $681,779 5.01 9 E-1 STC B1Ram Pond Dredging � Expansion - Spnng W�er Quafty! Maintenance $831,63G Branch Stabi6zation Union St to 8yram Pond � 5.03 9 E-1 A�C Stag Run Bouleverd � Wethenngton Road $1,500,000 � Tropic Hilis Drainage Impra�ment Project � 1.�3 8 F-1 CZ 2 �gurma) - Properiy Y Street F6nding. �$550,OD0 1.14 8 F-1 STC Flag�r DdCSX RaiUoad North Swa� Remove 3 structures from t00yr fbod $737,2G1 improvemen(s 1.19 B F-1 ALG ���'ns Gecak Neighbnrfux�d F�diny (Rebecc;a, House Floodina. $600,000 E3umice, Sandra.Canierbury) -'� -� ipe ai res rncd e un war assage, ir 2.00 $ F-2 All Park, Over�a, Linwood, Beaumont, College Hifl $5:814,000 2.01 8 F-2 AGC Pipe faik�re $25,000 2.03 8 F-2 STC Overbrook Ave Detention Pond Street Fk�oding 1 Water Qua§ty $1,755,000 � ;�� � ;.»--> m,.; -,� 1 2.06 8 F-2 STC " Major Street Fk�oding $40Q000 43s: 2.07 8 F-2 STC �� Avenue/Semino� Streets NE Outfall Major storm pipe feik�re imminent and present $814,000 System system is undersized end under homes. 2.09 6 F-2 ALC 415 North Duncan Undersized pipe with major street fboding. � i 26,000 2.10 8 F-2 BCH North Beach Drainage imprnvements Minor Street Fboding $47C,000 2.12 8 F-2 BCH zz8 Do¢hin Point, 286 Windward Passage, 333 $78,000 Island Wa 2.13 8 F-2 AGC Marilyn St., off N.E. Coachman Insufftcient storm sewer system 2.14 8 F-2 STG Frankin Street, Lincoh East to Stevenson Water jumps cur6s with undersized pipes. gZg�,300 Creek & Hil��est wost to Stevenson creek Property fboding. 4.03 8 F-3 CZ 1 1802-1811 Apache Traii $78,000 4.04 8 F-3 CRC 2640 Courtryside & Enterpnse Road (gotf $65,000 caurse 7.05 8 0 CRC Cur�w Creek N1MP 0 1.15 7 F-1 STC ?umer St Box CuNerts Remove 5 structures from 100yr fbod $1,554,761 1.16 7 F-1 STC Woodlawn Terrace Storm Sewer Replacement Remove 4 structures from the 100yr fbod $4d6,783 SVI(UPL6CI0-Priority SORTFinal.xis 9l27/Q12 , ' ' ' ' ' , ' ' ' ' ' ' ' ' ' ' J i VI'CIVIVVN I tK U I ILI 1 T PRC%.lECT LIST Prlority KIO Class WS .Location ��O�LE�ri TQTAL COST ;, ;7 7 F-1 STC Palmetto St. Dreinage improvements Remove 2 structres ;rom the t00yr fb�od 3735,643 1.18 7 F-1 STC SmalMrood Gr Drainage Improvements Remove 2 strucires from the t00yr fbod $16i,293 204 7 F-Z STC N Missoun AvelPalmetto St Drainage Street Fboding I Water Qua6ty $486,615 Im rovements 2.05 7 F-2 STC Satum Ave �reirege Improvements Sireet Fboding �303,?82 2.08 ? F-2 STC Clearview Lake Street Fboding ! Water Qua6ty $529,000 5.02 7 E-1 STC Upper Stevensons Creef< Stabi6zation Erosion $1,415,843 6.01 7 WQ-1 STC Betty Lane Forested Habitat Preservation Site Water �ua6ty �1,1D0,000 Improve (batab� and sediment 6fler control to 6,02 7 WQ-1 STC Plorth Greenwood Stormwater Retrofit Stevensron Creek; Memorial Cswy. Bndge i330,779 Mitigation. 7.03 7 WQ-1 CZ3 Coopers Point Maintenance a92,00� 3.00 5 G1 STC,AGC FDEP Comp6ance Permit non-comp6ance $1,008,000 7.01 5 F-2 All Infrasiniciure Management Syslem Administration $464,000 7.02 5 F-2 All Gfy-Wide Aenal Photagraphy Administration $22,000 6.03 4 WQ-1 STC Lake Hobart Outfall Control Structu� Water Quafity �14,300 G.05 4 WQ-1 AGC �1°��nel °A°fSo4d Waste "iransfar Slation Offbne water que6ty improvements to Channel $357.553 Treatmenl Pand 'A° Imperiai Oak C�ndominium - drainage ditcn at Structure tailura causing aesthetic problems at 6.06 4 tNQ- i BSC �ar of property this time. Staff monftonng for ernsian. �900,000 7.00 4 0-1 PSC 2997 Eag� Estates Grc� East Malfunctioning reiention area. � �w26,000 � 7.04 4 G All �#c�tttt� etts�cx�' �and Acquisition 54,000,000 ys�a!? �p . __ _. r.. , �. _ � i�� V�bt'i�� ��J6� --�-- --- IW -- — ------------- - � F-1 /Stucture Flooding i P FY01 Stormwater Bond $70,492,906 -----' � --------- ---- ---- - ----�-------- i � �— j F-2/Sfreet Flooding i ( FY02 Stormwater 8ond � � $11,884,297 I , e ---- -- -- ----- -- — -__� — — I � ;� � C-1/Regulatory Gompliance I � � I `� �Y03 Stormwater Bond i $1,00�,OOQ i � : �_J �����,�_----- ------- --- F-3BridgeFlooding -- — -- I FY04 Starmwater Bond $'143,000 I ---- ---- _ g - -- — ---- ---- ---- --- ' � E-1/Major Erosion j r FY05 Stormwater eond � $4,429,258 —a--- - — --- — � �-- --- � e WQ-1l Water Quality & Environmental � Yr R&R Improvemenis � $12,Q10,632 �� � � � 0-1lOther � $4 026 000 , , ---r-- I — �— �-------- ------- � Grarrd Tod�l $103,994,093 1 ' SWUPLKIO-Priority SORTFinai.xis 9/27/013 ♦ � � � � 54 ' � ' ' ' � ' ' ' ' ' ' ' ' ' ' ' ' ' Proiect Descriotion Global Positioning Survey Eq Air Conditioner Replacements Stormwater Quality Impr Habitat Restoratior, & Impr Storm Drainage R&R Ailen's Crk Rehab at Hercules Alligator Crk Implementation Cooper's Pt Restor & Mgmnt Storm Pipe System Repiacement Town Pond N. Greenwood Stmwtr Retrofit Allen's Crk Gabion Stevensons Crk Estuary Rest NPDES FDEP Compliance City Wide Aerial Photography PW infrastructure Mgmnt Syst N. Grnwd Corr Enh (Stmpipe} Allens Crk Neighbrh Flooding AIligator Creek Drainage imprvmnt Morningside/Meadows Drainage Improvements Kapok Mobile Home Park Myrtle Avenue Drainage Improvements N. Beach Neighborhood Drainage Sharkey Rd Drainage Improvements Storm System Expansion Stevensons Creek Implementation Projects Tropic Hills Drainage Improvements Capital improvement� Program FY03 FY04 FY05 FY06 4,000 4,000 14,000 14,000 9, 000 9, 000 2,000 2,000 5,000 5,000 34,000 34,000 655,000 899,000 1,554,000 32,000 30,000 30,�OQ 92,000 730,000 1,084,400 1,000,000 1,000,000 1,000,000 1,000,000 5,814,000 4,971,000 5,675,000 907,000 100,000 11,653,000 251,000 44,000 295,000 667,000 667,000 1,417,000 1,033,000 2,275,000 2,275,000 7,000,000 44,000 44,000 240,000 768,000 40,OOQ 1,008,000 22,000 22,000 172,000 �1,000 67;000 67,000 67,000 464,000 225,000 225,000 60Q,000 600,000 1,2Q5,000 2,655,000 564,000 4,424,000 575,000 575,000 6,182,000 8,006,000 2,500,Q00 16,688,000 255,000 9,100,�J00 9,355,000 47Q,000 470,000 9Q0,000 900,000 1,OQ0,000 1,000,000 1,00O,OOQ 1,OOQ,000 4,000,000 3,255,OOQ 1,072,000 0 1,108,000 500,000 5,935,000 550,000 550,000 15,375,000 23,299,000 18,566,000 6,269,000 5,830,000 3,064,000 72,403 000 Stormwater Planned Projects.xls/Plnd Pj Revs - NaR '���p 9/27/01 5:38 PM