08/01/1991
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I. Mayor.
II. Rev. Bob Eggebeen, Community Reformed
Church of Clearwater.
I II. None.
IV. Employee of the Month 7/91 - Charlie
Brinson, Public Works Department
Parks & Recreation Appreciation Award
to MIX 96 for contribution to leisure
activities in Clearwater.
V. None.
VI. Approved as corrected.
VII. Dave Carlv. Phil Henderson. Anne
Wilkins & Terry Flowers spoke in
support of forming a Task Force,
regarding use of Maas Brothers
property.
Ed Mazur requested continued support
of various efforts regarding POWs &
MIAs in SE Asia. Requested City
consider a variance to the Sign Code
to allow the MIA/POW flag to continue
to be flown.
Lois Cormeir expressed concern
regarding the selling of beer at
Station Square Park Dedication.
Complained regarding the condition of
the Park Street bus terminal.
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ACTION AGENDA - CITY COMMISSION MEETING - August 1, 1991 (6:00 P.M.)
Welcome. We are glad to have you join us. If you wish to speak please wait to be
recognized, then state your name and address. Persons speaking before the City
Commission on other than Public Hearing items shall be limited to 3 minutes. No person
shall speak more than once on the same subject unless granted permission by the City
Conmission.
1.
II.
III.
IV.
V.
VI.
VII.
(1)
(2)
(3)
(4)
Pledge of Allegiance
Invocation
Service Pin Awards
Introductions and Awards
Presentations: Todd Pressman
outline Youth Builders Program
Minutes of Regular Meeting July 18,
1991
Citizens to be heard re items not
on the Agenda.
Not Before 6:00 P.M. - Scheduled Public Hearings
Comments in support and in
opposition: (a) individual (3
minutes); (b) spokesperson for groups
(10 minutes).
Commission questions. .
Rebuttal by opposition (5 minutes).
Final rebuttal by applicant or
representative (5 minutes).
VIII PUBLIC HEARINGS
Presentation of issues by City staff.
Statement of case by applicant or
representative (5 minutes).
Statement of case by opposition
(5 minutes).
Commission questions.
9. Public Hearing & First Reading Ord.
15107-91 - LDCTA - creating Div. 23A
within Chapter 135, Code of
Ordinances, establishing a new
Research, Development and Office Park
District (PLD)
10. (Cont. from 7/18/91) Alcoholic
Beverage Distance Separation Variance
for Beach Diner located at 56
Causeway Blvd., City Park Sub., part'
of Lots 7, 8 & 9 (City, AB91-16){PLD)
11. (Cont. from 7/18/91) Variance to Sign
Regulations for property (Clearwater
Collection) located at 21684 US19N,
Clearwater Collection, Second Replat,
Lots 2 & 3 (Clearwater Collection
Associates Ltd. SV91-13)(PLD)
8/1/91
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(6)
(7)
(8)
9. Ord. 15107-91 passed 1st reading.
10. Approved.
11. Approved with conditions.
1
Public Hearing - Second Reading Ordinances
12. Ord. 15108-91 - Land Use Plan
Amendment to Commercial/Tourist
Facilities for property located in
Blackburn Sub., parts of Lots 8 & 9
(Baker, et al. LUP91-02)
13. Ord. #5109-91 - Annexation for
property located in Blackburn Sub.,
parts of Lots 8 & 9 (Baker, et al.
A91-02)
14. Ord. 15110-91 - CH Zoning for
property located in Blackburn Sub.,
parts of Lots 8 & 9 (Baker, et al.
A91-02)
15. Ord. #5111-91 - Vacating utility
easements lying along N 51 of Lots 1
& 4, and S 6' of Lots 2 & 3, Mandalay
Sub., 8lk 47 (Rumph V91-06)
16. Ord. #5112-91 - Vacating drainage and
utility easements lying along N 5' of
Lot 194 and S 5' of Lot 195,
Morningside Estate Unit 1 (Beth
Shalom V91-05)
12. Ord. 15108-91 adopted.
13. Ord. 15109-91 adopted.
14. Ord. #6110-91 adopted.
15. Ord. #5111-91 adopted.
16. Ord. #5112-91 adopted.
CITY MANAGER REPORTS
IX CONSENT AGENDA (Items #17-34)
IX Approved as submitted.
Agreements
17. . Banking Services Agreement with
Barnett Bank of Pinellas County for a
period of three years commencing
10/1/91, for an estimated amount of
$73,266 per year (AS)
18. Joint Project Agreement witn Pinellas
County to install 8,326 feet of 4"
polyethylene gas ~in along Tampa
Road from US19 to East Lake Road for
$101,466.86 (GAS)
19. Lease Agreement for marina building
rooms #5 and #9 to Roy M. and Mary
Kay Carpenter, d/b/a Marina Gifts and
Souvenirs, for a 5 year period,
10/1/91-9/30/96, for the total sum of
$126,000 plus 10% of the annual gross
revenue exceeding $241,200 (MR)
20. Lease Agreement with Edward M. and
Ursula M. Metallo, d/b/a Marina
Restaurant, for a 5 year period,
10/1/91-9/30/96, for the total sum of
$78,000 plus 10% of the annual gross
sales revenues exceeding $144,000
(MR)
21. Lease Agreement for marina building
rooms #31 and 132 to Carter
Communications, Inc., (Beach Views)
for a 5 year period, 8/1/91-7/31/96,
for the total sum of $18,000 (Consent
Agrmt)
Bids & Contracts
22. Extension of contract to purchase
general purpose paint to Havco .
Paints, Inc., Clearwater, FL, for the
period 8/5/91-8/4192, at an estimated
cost of $13,000 (GS)
8/1/91 2
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23. One-year contract, 10/1/91-9/30/92,
to purchase periodical subscriptions
and serial standing orders to Ebsco ' .'
Subscription Services at an estimated
amount of $69,000 (LIB)
24. Extension of contract for purchase of
liquid alum for water ~ollution
control with General C emical Co.,
Parsippany, NJ, for the period
10/1/91-9/30/92 for an annual
estimated cost of $140,000 (PW)
25. Contract for remedial repairs to the
guardrail system at the existing
Clearwater Pass Bridge to Highway
Safety Devices, Seffner, FL, for
$12,473 (PW)
26. One-year annual contract for purchase
of miscellaneous brass water fittings
to Hughes Supply, Inc., Clearwater,
FL, for the period 8/2/91-8/1/92, at
a total estimated cost of $39,492.50
(PW)
27. Purchase of the N 60' of Lots 12 and
13, W. F. Hughey's Sub., Blk 1, for
the purchase price of $48,000
(Simpson)(PW)
28. Three year contract for hydrogen
sulfide control to Peroxidation
System Inc., Orlando, FL, for the
period 6/16/91-6/15/94, at an
estimated 3 year total cost of
$1,017,035 (PW)
Citizens & Staff Requests
29. Ranking of prospective consulting
engineers to prepare a Citywide
Stormwater & Watershed ~anagement
Master Plan and authorize
negotiations with the selected firms
(PW)
30. Clearwater representative on PSTA - 1
appointment (CLK)
Change Orders
31. C.O.ll0 to the contract for the East
Advanced Pollution Control Facility,
increasing the amount by $27,1~0 for
a new total $14;479,738 (PW)
Plans & Plats
32. Revalidation of Certified Site Plan
for Clearwater 19 Industrial Park
located on the E side of US19 approx~
1,300' N of Drew St., Sec. 8-29-16,
M&B 32.02 (Kunnen)(PLD)
Receipt & Referral
33. LOCTA - Revision of the definitions
"Substantial Improvement" and "Market
Value of the Structure" with regard
to the Flood Protection Regulations
(PLD)
34. Proposed amendment of the Lot
Clearing Ordi'nance (PLD)
8/1/91
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X OTHER ITEMS ON CITY ~NAGER REPORT
35.
First Reading Ord. #5118-91 -
allowing for refunding the 1983 Gas
System Revenue Bonds (AS)
Res. 191-28 - Accepting a franchise
(Safety Harbor Res. #91-21) for the
purpose of furnishing natural gas
within the City of Safety Harbor
(GAS)
First Reading Ord. #5120-91 .
combining Chapters 138, 139, 140,
141, 142 and 144 into Code of
Ordinance Chapter 138 regarding
building, electrical, plumbing, gas,
mechanical and roofing codes enforced
by the Building Inspections Division
Community Relations Board - 1
appointment (CLK)
Parks and Recreation Board - 1
appointment (CLK)
....
36.
37.
38.
39.
XI
Other Pending Matters
35. Ord. 15118-91 passed 1st reading.
36. Res. #91-28 adopted.
37. Ord. 15120-91 passed 1st reading.
38. Reappointed Thomas Signor.
39. Reappointed Vera Nigrelli.
XI None.
CITY ATTORNEY REPORTS
XII First Reading Ordinances
40. Ord. 15121-91 - Vacating N 3.5' of
7.5' utility easement on S side of
'Lot ,11, Blk 24, 5th Addition to
Highland Pines Sub. (Melmoth V91-04).
41. Ord. #5122-91 - Vacating S 2.5' of
15' utility easement lying along N
side of Lot 36, Del Oro Groves First
Addition (Bianco V91-07)
XIII Other City Attorney Items
42. Withdraw application for amendment to
the Comprehensive Land Use Plan
Designation for Clearwater Christian
College property
City Manager Verbal Reports
XIV
xv
Other Commission Action
XYI
Adjournment
8/1/91
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40. Ord. 15121-91 passed 1st reading.
41. Or-d. #5122-91 passed 1st reading.
42. Authorized withdrawal.
XIV City Manager announced Special
Meeting 8/5/91 at 1:00 p.m. to
present Financial Forecast for the
next 3 years. Urged all to attend.
Also announced Public Information
Meeting regarding Stormwater
Detention Requirements 8/5/91 at
6:00 p.m.
XV Garvev requested consideration of
Maas Brothers Task Force. Consensus.
to establish. Composition, Mission
Statement, etc. to be discussed at
next meeting.
Fitzgerald questioned status of
Stevenson's Creek in light of
recent rains. Bill Baker reported
there were no incidents of flooding
of which staff was aware. Mr.
Baker indicated the creek is being
closely monitored.
XVI 7:45 p.m.
4
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PRELIMINARY AGENDA
Work Session - 9:00 A.M. - Monday, July 29, 1991
City Commission Meeting - 6:00 P.M. - Thursday, August 1, 1991
Service Pin Awards
WORK SESSION ONLY
1.
2.
3.
Presentation by Pinellas Economic Development Council
Presentation by Center Foundation
Presentation by National Estuary Program
AS ADMINISTRATIVE SERVICES
Banking Services Agreement with Barnett Bank of Pinellas County for a period of
three years commencing 10/1/91, for an estimated amount of $73,266 (Consent Agrmt)
First Reading Ord. #5118-91 - allowing for refuQding the 1983 Gas System Revenue
Bonds (CM)
GAS GAS DIVISION
Res. #91-28 - Accepting a franchise (Safety Harbor Res. #91-21) for the purpose of
furnishing natural gas within the City of Safety Harbor (CM)
Joint Project Agreement with Pinellas County to install 8,326 feet of 4"
polyethylene gas main along Tampa Road from US19 to East Lake Road for $101,466.86
(Consent Agrmt)
GS GENERAL SERVICES
1. Extension of contract to purchase general purpose paint to Havco Paints, Inc.,
Clearwater, FL, for the period 8/5/91-8/4/92, at an estimated cost of $13,000
(Consent B&C)
LIB LIBRARY
1. One-year contract, 10/1/91-9/30/92, to purchase periodical subscriptions and
serial standing orders to Ebsco Subscription Services at an estimated amount of
$69,000 (Consent B&C)
MR MARINE
1. Lease Agreement for marina building rooms #5 and #9 to Roy M. and Mary Kay
Carpenter, dlbla Marina Gifts and Souvenirs, for a 5 year period, 1011/91-9/30/96,
for the total sum of $126,000 plus 10% of the annual gross revenue exceeding
$241,200 (Consent Agrmt)
2. Lease Agreement with Edward M. and Ursula M. Metallo, d/b/a Marina Restauran~, for
a 5 year period, 10/1/91-9/30/96, for the total sum of $78,000 plus 10% of the
annual gross sales revenues exceeding $144,000 (Consent Agrmt)
3. Lease Agreement for marina building rooms #31 and #32 to Carter Communications,
Inc., for a 5 year period, 8/1/91-7131196, for the total sum of $18,000 (Consent
Agrmt)
PW PUBLIC WORKS
1. Extension of contract for purchase of liquid alum for water pollution control with
General Chemical Co., Parsippany, NJ, for the period 10/1/91-9/30/92 for an annual
estimated cost of $140,000 (Consent .B&C)
2. Contract for remedial repairs to the guardrail system at the existing Clearwater
Pass Bridge to Highway Safety Devices, Seffner, FL, for $12,473 (Consent B&C)
3~ One-year annual contract for purchase of miscellaneous brass water fittings to
Hughes Supply, Inc., Clearwater, FL, for the period 8/2/91-811/92, at a total
estimated cost of $39,492.50 (Consent B&C)
4. Purchase of the N 60. of Lots 12 and 13, W. F. Hughey.s Su~., Blk 1, for the
purchase price of $48,000 (Simpson)(Consent B&C)
5. Three year contract for hydrogen sulfide control to Peroxidation System Inc.,
Orlando, FL, for the period 6/16/91-6/15/94, at an estimated 3 year total cost of
$1,017,035 (Consent B&C)
6. C.0.l10 to the contract for the East Advanced Pollution Control Facility,
increasing the amount by $27,140 for a new total $14,479,738 (Consent CO)
7. Ranking of prospective consulting engineers to prepare a Citywide Stormwater &
Watershed Management Master Plan and authorize negotiations with the selected
firms (Consent CIS)
.. 7/29/91
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CITY CLERK
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Community Relations Board - 1 appointment (CM)
Parks and Recreation Board - 1 appointment (eM)
Clearwater representative on PSTA - 1 appointment (Consent CiS)
Pl&D PLANNING & DEVELOPMENT
Public Hearing & First Reading Ord. #5107-91 - LDCTA - creating Div. 23A within
Chapter 135, Code of Ordinances, establishing a new Research, Development and
Office Park District (PH)
(Cont. from 7/18/91) Alcoholic Beverage Distance Separation Variance for Beach
Diner located at 56 Causeway Blvd., City Park Sub., part of Lots 7, 8 & 9 (City,
AB91-16)(PH)
(Cont. from 7/18/91) Variance to Sign Regulations for property (Clearwater
Collection) located at 21684 US19N, Clearwater Collection, Second Replat, Lots 2 &
3 (Clearwater Collection Associates Ltd. SV91-13)(PH)
First Reading Ord. #5120-91 - combining Chapters 138, 139, 140, 141, 142 and 144
into Code of Ordinance Chapter 138 regarding building, electrical, plumbing, gas,
mechanical and roofing codes enforced by the Building Inspections Division (CM)
Revalidation of Certified Site Plan for Clearwater 19 Industrial Park located on
the E side of US19 approx. 1,300' N of Drew St., Sec. 8-29-16, M&B 32.02
(Kunnen)(CM P&P)
LoCTA - Revision of the definitions "Substantial Improvementll and IIMarket Value of
the Structure II with regard to the Flood Protection Regulations (Consent R&R)
Proposed amendment of the Lot Clearing Ordinance (Consent R&R)
CA LEGAL DEPARTMENT
Second Reading Ordinances
Ord. #5108-91 - Land Use Plan Amendment to Commercial/Tourist Facilities for
property located in Blackburn Sub., parts of Lots 8 & 9 (Baker, et al. lUP91-02)
Ord. #5109-91 - Annexation for property located in Blackburn Sub., parts of lots 8
& 9 (Baker, et al. A91-02)
Ord. #5110-91 - CH Zoning for property located in Blackburn Sub., parts of Lots 8
& 9 (Baker, et al. A91-02)
Ord. #5111-91 - Vacating utility easements lying along N 5' of Lots 1 & 4, and S
5' of Lots 2 & 3, Mandalay Sub., Blk 47 (Rumph V91-06)
Ord. #5112-91 - Vacating drainage and utility easements lying along N 5' of Lot
194 and 5 51 of Lot 195, Morningside Estate Unit 1 (Beth Shalom V91-05)
First Reading Ordinances
1. Ord. 15121-91 - Vacating N 3.5' of 7.51 utility easement on S side of Lot 11, Blk
24, 5th Addition to Highland Pines Sub. (Melmoth V91-04)
2. Ord. #5122-91 .- Vacating S 2.5' of IS' utility easement lying along N side of Lot
36, Del Oro Groves First Addition (Bianco V91-07)
1.
2.
3.
4.
5.
OTHER CITY ATTORNEY ITEMS
1. Clearwater Christian College - Comprehensive Plan Land Use Designation
City Manager Verbal Reports
1. Preliminary Legislative Package
Other Commission Action
Adjourn
"7/29/91
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CLEARWATER CITY COMMISSION
Agenda Cover Memorandum
Item II
Meeting Date:
7 /29/91
Subject:
SERVICE AWARDS
Recommendation/Motion:
The following
employment of
employees be presented
the City of Clearwater.
with
service
awards
for
their
length
of
service
in
the
o and that the appropriate officials be authorized to execute same.
BACKGROUND:
5 Years:
Rex D.
William
Eugene J. Cunningham
Leroy Sams
Glen Altomare
Milton R. Cason
Whi ttenberger
K. Dauber
General Services/Fleet Maintenance
Administrative Services/Utility Customer Support
Police
Public Works/Public Service
Public Works/Infrastructure
Administrative ServiceslRisk Management
10 Years:
Catherine M. Slack
Viola M. Wasilewski
David L. Ford
Marlinda J. Neal
Police
Public Works/Environmental
Parks & Recreation
Administrative Service/Utility Customer Suport
15 Years:
Ruth P. Weglarz
Police
20 years:
Robert J. Bekker
Police
25 Years:
Marlene P. Havens
L.i brary
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TO:
Mayor Rita Garvey
FROM:
Betty Blunt, Confidential Clerk Receptionist
COPIES:
City Commissioners, Michael Wright, Cyndie Goudeau
SUBJECT:
Presentations at the July 29, 1991 Work Session
DATE:
July 29, 1991
The following presentations will be made at the July 29, 1991 Work Session
SERVICE PINS
5 years
Rex Whittenberger, General Services/Fleet Maintenance
William Dauber, Administrative Services/Utility Customer Support
10 years
David Ford, Parks and Recreation
25 years
Marlene Havnes, Library (write-up attached)
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11// I. Otlfl (EN rEF'
~I'UNSU~IUG AGENCIES
II1S1 OR lUll llA T A
MARCH 1991
A TWD HOURS
APRil
AT T ND HOURS
MAY
IH HID HOURS
JUNE
AHND II0IJF:S
JULY
ATTNO HOURS
AUGUST
A TTtm HOUR~
------------------
------------------
------------------
------------------
------------------
-----------------
Cl~.
S.H.
en
2,'393 3473 4,3'?lJ 4, 40 1 3,451 4,334 5,123 5,895
1,197 IB7& 1,041 1,394 1,024 1,212 2,236 3,910
119 119 117 117 168 168 511 511
------------------ ------------------ ------------------ ------------------ ------------------ -----------------
4,309
5,473
5,54'3
5,912
4,643
5,764
7,870
10,324
o
o
o
o
------------------
------------------
------------------
------------------
------------------
------------------
------------------
------------------
------------------
------------------
-----------------
-----------------
I or USEAGE
CUI. 63.55% 74.447. 76.06% 57.10%
S.H. 34.28% 23.58l 21. 037- 37.95%
Cry 2.17% 1.9Bl 2.91% 4.95%
--------- --------- --------- ---------
100.007. 100.00% 100.00% 100.00%
a
'$
Y-T-D AVERAGE I or USE TOTAL TOTAL
ATTEIIO 110URS
ClII. 6&.102 IS, '?l5H 19,153 -
.. 30.57% 5,498 9,400
3.33>: 'lIS 'j15
--------- ------------------
100.002 22,371 27,473
--------- ------------------
--------- ------------------
--
.'...~..J.....)>,.~, ~".';jOj "":'Y'ljO",<4;l" ;."'...:..'"r.,;.... ....~;,\.,.. ,. I.,~ ".,t-!:"lo~'_"", <
Jo"~_~''";''''''<.
'\
0 TIfE lONG CENTER
BALANCE SHEET
JUNE 30,19j{
ASSETS
---------
CURRENT ASSETS:
PETTY CASH 150.00
BARNETT DEPOSIT ACCOUNT 22,702.81
BARNETT OPERATING ACCOUNT 7,395.90
------------
TOTAL CURRENT ASSETS 30,248.71
rIXED ASSETS:
EQUIPttENT 49,234.20
fURNITURE { fiXTURES 5,600.00
IHPROVEMENTS 1,393.00
ACCUMULATED DEPRECIATION <1,132.86)
------------
55,094.34
------------
TOTAL ASSETS 85,343.05
------------
------------
~'4'
r' 't'''i.:
,if.t"l,.
LIABILITIES AND rUND BALANCE
-----------------------------
CYRRENT LIABILITIES
------------
TOTAL LIABILITIES
0.00
FUND BALANCE
CAPITAL CONTRIBUTIONS
rUND BALANCE
EXCESS or SUPPORT & REVENUE
52,611.05
(30,449.29)
63,181.29
------------
TOTAL rUND BALANCE
85,343.05
------------
TOTAL LIABILITIES & rUND BALANCE
85,343.05
------------
------------
.
. ',~',..,,,...'."'.~1~.' ...............'t..'...:y;.~\.~;,{;".~..~~ '.',i~,tf:";;",..;' "":';~'''')'';l''''''''' l.;,~"":''',
'\
:,:,,:, .':' "';' ;" ~ ':
"', .':',.,
" ,
,,/,". \' ",
.,',
"
, /
,/
,",'.!'
.,.'.......
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"
I II:
'" .;
. .;, ,. ,... _'....~ ...~ h' ,1'.' ,,,; /,:, OJ ",;:,.....,.;;~~~,~~;.:;~:vJ~~,~~;~~~~ci.-t:htrl:....t ....-..~~~~
TIlE LOtHi CUH n:
0 INI;ONI: STATEI1UI!
rOR IIl[ ') MONTII5 ENDED JUNE 30,19')1
JUNE JUt~E V-I-D '(-1-0
ACTUAL ~UDGET .1(; 1 UAL ElUDGEl
----------- ---------...- ------------ ------------
MEMBERSHIP rEES f., 2bO. 00 5,560.00 53,801.00 52,310.00
. MEMBERSHIPS 1I0H SPONSORED .488.00 440.00 5,648.00 3,440.00
3 MONTH "EHBERSHIPS 2,590.00 500.00 9,890.00 4,000.00
GROUP MEMBERSHIPS 2,':120.00 2,000.00 2&,310.00 1&,000.00
REFUNDS ( 180.00) 0.00 <t, 030. 00) 0.00
DAILY USE fEES 3, '360.00 1,500.00 28,384.00 13,500.00
CASUAL USE FEES 4,328.00 1,000.00 17,388.00 9,000.00
LOCKER REHTAL 135.00 100.00 1,190.00 '300. 00
AGENCY AREA REHTAL 2,418.00 3,000.00 23,836.00 27,000.00
FOUNDATION AREA RENTAL 1,000.00 1,000.00 9,000.00 9,000.00
INSTRUCTIONAL CLASSES 13,867.00 12,500.00 137,281.00 112,500.00_
FACILITY RENTAL 2,136.04 2,000.00 16,579.26- 15,250.00
----------- ----------- ------------ ------------
HET REVENUE 39,'322.04 29,600.00 328,277.26 262,900.00
OPERATING EXPENSES
-------------------
LEASED EHPLOYESS-H6T 20,690.79 21,400.00 183,389.75 184,000.00
LEASED EMPLOYEES - STAFF 8,131.09 8,100.00 6'3,288.35 69,735.00
BANK CHARGES 31.97 0.00 315.80 0.00
@ DEPRECIATION 0.00 0.00 0.00 0.00
..:...'-
"-~. '.',,:;.,.
....!,.f
PROFESSIONAL SERVICES 0.00 0.00 229.40 0.00
PHOTO 10 SUPPLIES 499.00 0.00 1,480.75 1,000.00
POSTAGE 274.78 500.00 2,039.15 2,500.00
PRINTING 41.00 0.00 5,313.50 6,100.00
OFFICE SUPPLIES 43.92 200.00 2,733.38 3,000.00
COPIER CHARGES (64.97> 250.00 471. 70 1,663.00
INSURANCE 0.00 23,972.00 19,184.25 48,772.00
LEASED EgU IPMENT 0.00 0.00 1,414.19 0.00
SMALL TOOLS 0.00 0.00 284.09 600.00
JANITORIAL SERVICES 1,985.00 2,000.00 17,597.68 18,000.00
~~AIRS L HAIHT. -BLDG. <150.75) 0.00 1 , 922. 26 2,000.00
REPAIRS ~ "AIHT. -EQUIPT. 22.34 100.00 992.97 1,350.00
MAIHT.-GRDUNDS 395.49 1,500.00 4,741.25 4,700.00
HAIHT. GROUND EQUIPHENT 28S.00 0.00 453.49 1,000.00
PLAYGROUND HAINT. 83.44 0.00 521.12 1,000.00
MAINTENANCE CONTRACTS 137.14 200.00 6,446.36 7,800.00
ELECTRIC 7,507.06 7,500.00 53,564.86 63,500.00
TElEPHONE 571. 56 575.00 4,':J15.16 S,175.00
UTILITIES 1,953.B7 2,500.00 43,902.35 29,217.00
CHEMICALS 0.00 0.00 1,263.52 2,055.00
HEETING EXPENSES 110.80 100.00 331.45 300.00
RECOGN IT ION 92.00 200.00 3,1'32.15 3,400.00
t~E"SLETTEP. 0.00 0.00 1,579.75 2,500.00
SUPPll ES ~O.OO 100.00 ~ S%. 33 5,100.00
DECK SUPPLIES 5&.34 120.00 bflfl.53 820.00
HAINT. SUPPLIES 0.00 0.00 1,959.5& 2,200.00
UNIfORMS 0.00 400.00 75.flO 5S0.00
EOUIPHENT EXPENSED 0.00 0.00 1,&39.46 2,000.00
TEtlPORARV UElf' 1 ,097. 04 1,200.00 1,310.29 2,000.00
TRAINING 0.00 JSO.f)() 734.63 1,200.00
TRAVEl 267.23 400.00 1,~OIl.(J7 1,0\00.00
DUES & SUBSCRIPIIONS 135.14 200.00 325.43 '350.00
....:
-, t ~', "....':t.;' ~ . ,~' ~~~
" ,". . , " "',,","'~'~~~,I"""~',',~~~'"~~r:~.';,~It~+~~~l~~. .
~"'~""',r""~;V.l'1:1"f:1~f~~e"'~~$.";,~~~:;.I"':ft1.'~;'\~,~\iV"'\;': ''\\'f:~~;51 {t\::,!(t~y~ '>~ifP!''''- . ~ . ";:'~';~ .~' ~~;'," .'":. "'.., ',:>~'\-;~":~':j.~,~;~,:,:\~,;--.i: ,,~ 0' : '
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o
IIf[ I lJNii Cnll[~:
WCOM[ S!~ ![MEN!
r 01,' TIll 'j NO/IT liS WDW JUNE 30, I ~91
JUlIE J WIE V-T-D V-T-D
I1CTUAl DUDGET AC TUAl BUDGET
----------- ----------- -..- --------- ------------
COMPUTER EXPENSES 0.00 J, 000.00 1,210.90 2,500.00
SHORTAGE/COVERAGEj (2.(1(1) 0.00 (44.00) 0.00
UPARC REIMBURSHENT (5,059.33) C2,816.(0) (23, 19b. 70) C21, 965. 31)
----------- ----------- ------------ ------------
TOTAL OPERATING EXPENSES 39,225.95 70,051. 00 418,472.37 455,121. 69
----------- ----------- ------------ ------------
NET INCOME fROH OPERATIONS 696.09 (40,451.00) (90,195.11> <192,221.69)
OTHER INCOME & CEXPENSES):
FOUNDATION PURCHASES 0.00 0.00 3,376.37 3,500.00
FOUNDATION CONTRIBUTIONS 16,666.67 16,666.00 150,000.03 150,000.00
----------- ----------- ------------ ------------
TOTAL OTHER INCOME & (EXPENSES) 16.666.67 16,666.00 153.376.40 153,500.00
----------- ----------- ------------ ------------
NET INCOME CLOSS) 17 , 362.76 C23.785.00) 63,181.29 (38,721.6g)
----------- ----------- ------------ ------------
----------- ----------- ------------ ------------
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A.",
~
IlIl LONG CENIH:
SCHEDULE or OCCOUNTS PEfEIVABlE ~ ~nVA~lES
JUNE 30, 1'3') I
ACCOUNTS RECEIVABLE (INSTRUCTIONAL CLASSES & RENTALS)
------------------
UPARC
SAfETY HARBOR
YWCA
ARTHRITIC PAIN CENTER
ST. PETE J.e
3,340.00
0.00
0.00
0.00
180.00
3,520.00
---------
---------
AccounTS PAYABLE
------------------
TELEIlOVA
AHERISEAl
TRINITY ErlT
STEVEN'S LIGHTING
WORKPLACE
'34.34
2,660.00
1,1 8S. 00
1,306.22
325.65
Cia
5,571.21
---------
---------
.
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:::'). I 'J'J I
A( T !J(,l
OCf
ilC fIlii\.
I/O\)
lie llJill
1\f'P.
,)C 1 Ulll
HAV
~c WAl
JUN
EST
JUl
EST
AUG
EST
SEPT TOTALS
I\( IIJAL
DEe
ll( lU,)l
,'l( 1 U(ll
NI\~:
AC IUllL
JAIl
fEl:
BEGItllllllG CASH
(5,BIBi
15,842
B,43b
295
i,183
511
'3,G4B
15,421
30,24'3
(5,735)
(2,115)
(':I,Ob&)
REVENUE:
fOUNDATI 01'
YWCA
ClEARUftTER
Cry
SAflEY HARBOR
CLASSES
I1Et1BERSHIPS
RENEWALS
lOCKER RENTALS
DAILY USE
IIALK-[NS
RENTALS
1,000
1,000
1,000
41)0
GOO
1,805
7,805
1,000
51
1,000
400
bOO
14,'31B
11,440
12,000
5,051
14,090
4,800
7,200
174,781
11&,159
27,4&0
1,490
4(),384
23,888
22,94~
o
1,000
o
1,000
400
f100
7B,0%
9,540
I, 000
o
1,418
400
600
12,700
11, fiBO
1,000
(I
1,418
400
600
13,367
l1,l1B
'360
135
3,%0
4,329
2,136
1,000
o
1,418
400
600
12,5QO
7,500
19,400
100
4,000
2,500
2,000
1,000
o
1,418
400
600
12,500
7, 500
4, 100
100
4,000
2,500
2,OO()
1,000
o
1,418
400
&00
-12,500
7,500
3,000
100
4,000
1,500
2,371
1,000
I, (100
1,000
400
600
1,045
8,600
1,000
1,000
1,000
400
600
868
8,703
1,000
I, ()l)(l
1,000
400
WO
5,388
16,524
1,000
I r (11)(1
1,000
400
bOO
8,5'35
9,249
60
1, &43
1,07B
612
b5
4,084
3,094
2,806
130
4,180
1 , 877
G35
335
1 ,237
380
1,075
45
1,665
1, 27'3
4,342
230
3,735
2,318
1,175
70
3,709
1,459
1,650
120
4,171
1,575
2,148
--------------------------------------~------------------------------------------------------------------------------
TO~EVENUE 16,637 17 ,039 20,902 33,370 2B,732 39,458 96,45B 35,B12 39,922 51,418 36,118 34,389 450,253
EXPENSES:
---------
PAYROLL ~ BENEfITS 26,601 26,904 28,352 25,531 28,705 27,892 31, 554 28,317 28,822 29,500 30,000 30,000 342,179
ELECTRICITY 7,297 5,992 5,496 5,283 5,397 4,957 5,540 6,091 7,507 7,500 7,500 7,714 76,280
UTILITIES 2,022 2,878 6,817 5,630 B,512 7,541 4,9b6 3,582 1,954 2,000 2,000 1, 7B3 49,685
TELEPHONE 519 542 \) 1,041> 544 544 543 606 572 575 575 664 6,129
JANITORIAL 1,988 1,988 0 3,918 2,270 1,5B9 1,930 1,930 1 , 9B5 2,()00 2,000 2,025 23,622
NEWSLETTER 0 1,580 0 3,500 0 S,OB()
OTHER EXPENSES 4,675 1,989 5,463 3,200 5,912 4,525 7,169 8,322 3,445 7,000 7,000 7,000 65,700
INSURANCE 7,746 8,262 0 1,050 2,126 0 0 23,972 0 43, 156
UPARC REIKBURSHENT (2,246) (2,320) (2,236) (2,404) (2,218) (2,186) 0 (4,529) (5,058) (2,816) (2,816) (4,91G) (33,805)
--------------------------------------------------------.------------------------------------------------------------
NET OPERATING EXP. 40,856 45,719 52,155 43,78B 50,173 46,98B 51,702 44,318 39,226 73,231 4G,259 44,210 578,625
rOUNDATION EHDOWHE (24,302) (32,302) (24,302) (26,667) 06,(67) (16,667) <16,667> (16,667)(16,667) 0 (2,000) (10,000) (202,907)
FOUNDATION PAYBACK 55,22B B,582 63,810
33 3,620 (6,'151) 16,24'3 (4,774) '1,137 6,1'35 (422) 17 ,363 <21,813) (8,141) 179
71B 3,31f. 1 ,8'38 2,535 8,527
(713) (3,376) (4,0'34)
I
ASH BAL. (5,735) (2,115) (9,0&0) 7,103 511 9,648 ' 15,842 15,42\ 30,249 B,43G 295 474
......~-
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BEGINNING CASH
TIlE LONG CENTER
THREE MOIITH GOALS
OCIO~E~ 1, 1~~O - SEPIEM~ER 30, 1~91
ACTUAL
OCT
ACTUAL
DEC
ACTUAL
MAR
AC TUAL
APR
ACTUAL ACTUAL
HAY JUN
EST
JUL
EST
AU6
EST
SEPT TOTALS
ACTUAL
NOV
AC TUAL
JAN
ACTUAL
fEB
(5,818) (5,735) (2,115) (9,OGb) 7,183
9,G48 15,842 15,421 30,249 1&,83& 13,295
511
,
1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 12,000
1,000 1,000 1,000 1,000 1,000 51 0 (I 0 (I 0 0 5,051
1,000 1 , 000 1,000 1,000 1,000 1,000 1,000 1,418 1,418 1,418 1,419 1,418 14,090
400 400 400 400 400 400 400 400 400 400 400 400 4,800
600 600 600 600 600 600 600 600 600 600 600 600 7,200
1,805 1,045 868 5,388 8,5'35 14,918 78,0'36 12,700 13,867 12,500 12,500 1 i, 500 174,781
7,805 8,600 B,703 16,524 9,249 11,440 B,540 11 ,680 11,I1B 12,000 12,000 11 , 000 12B,659
'360 21,000 4,700 3,960 30,620
335 60 45 230 70 &5 130 120 135 100 100 100 1,490
1,237 1,643 1,665 3,735 3,70~ 4,Q84 4,18Q 4,171 3,960 4,000 4,000 4,000 40,384
380 1,078 1,279 2,318 1,459 3,094 1 , 877 1,575 4,328 4,000 3,500 2,000 26,888
1,075 612 4,342 1,175 1,650 2,806 635 2,148 2,136 2,000 2,000 2,371 22,94'3
- 800 500 1,300
---------------------.--.------------------------------------------------------------------------------------.--.--.-
TOrSVENUE 16,637 17,039 20,~O2 33,370 28,732 39,458 96,458 35,812 39,922 59,818 42,718 39,349 470,213
<),:;;~:[...
PAYROLL ~ BENEFITS 26,601 26,904 2B,352 25,531 28,705 27,892 31,554 28,317 28,822 29,500 30,000 30,000 342,179
ELECTRICITY 7,297 S,9~2 5,496 5,288 5,397 4,957 5,540 6,091 7,507 7,500 7,500 7,714 76,280
UTILITIES 2,022 2,878 6,817 5,630 8,512 7,541 4,966 3,582 1,954 2,000 2,000 1,783 49,685
TElEPHONE 519 542 0 1,046 544 544 543 606 572 575 575 664 6,72<3
JANITORIAL 1,9B8 1,9B8 0 3,91B 2,270 1,589 1,930 1,930 1,985 2,000 2,000 2,025 23,622
NEWSLETTER 0 1,580 0 3,500 0 5,080
OTHER EXPEtlSES_, 4,675 1,989 5,4b3 3,200 5,912 4,525 7,169 8,322 3,445 7,000 7, 000 7,000 65,700
INSURANCE 7,746 a,2b2 0 1,050 2,126 0 0 23,972 0 43,156
UPARC REIHBURSHENT (2,246) (2,320) (2,236) (2,404) (2,218) (2,186) 0 (4,529) (5,058) (2,816) (2,816) (4,976) (33,805)
------------------.----------------------------------.-------------------------------------------------------.-------
.
NET OPERATING EXP. 40,856 45,719 52,155 43,78B 50,173 46,98B 51,702 44,318 39,226 73,231 46,259 44,210 578,625
fOUNDATION ENDOWHE (24,302) (32,302) (24,302) (26,667) (16,667) (16,667) <16,667) (16,667)(16,667) 0 0 0 <190,907>
fOUNDATION PAYBACK 55,228 8,582 63,810
83 3,620 (6,'351) 16,24<3 (4,774) 9,137 6,195 (422) 17,363 (13,413) (3,541> (4,861 )
CAPITAL EXPENSES 718 3,376 1,898 2,535 B,527
CAPITAL REIHD. (718) (3,376) " (4,094)
.
ENDING CASH BAL. (5,735) (2,115) (9,066) 7,183 511 9,648 15,B42 15,421 30,24'3 16,B36 13,295 B,434
CONTINGENCY 8,400 6,600 4,%0 19,'360
BASED UPON 701 RENE~El RATE, CASUAL "EnDERS UP fROM PEPSI CARD, ADDITIONAL INCREASE
IN 3 "ONTH, GROUP, fAMILY & MILITARY MEKBERSHIPS.
...., . .,......~"";... .....-.... _c>
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LONG CENTER
For Recreation & Education
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1501 N. Belcher Hoad. Suite 225. Clcarvvater.I:L 31i()25. (813) 726-2181, FAX (813) 797 -2075
LONG CENTER VOLUNTEER HOURS
JUNE 1991
(BY qEPARTMENT)
Total Hours
$ Value
Records << Membership
(Front Desk, gym, tours)
$ 2,304
$ 120
$ 2,328
$ 756
$ 30
$ 204
$ 18
384
Fitness Room
20
Aquatics
(Pool Maintenance, On deck hosts)
388
Administrative Offices
(The Long Center & Center Foundation)
126
Volunteer services
(Training, Meetings)
5
C5ntenance
Special Events/projects
(Safety Harbor ~eritage Parade)
34
3
Playground
$
48
8
Cumulative totals for June 1991
$ 5,80B
968 Hours
*YTD $
$26,3132
$ 882
$10,578
$ 7,002
$ 1.,044
$ 6,516
$ 1.,218
$
$53,670
(Dollar Value @ $6.00 hour, National Average Rates @ $10.36 per hour)
AGENCY ProvidedVolunteers
Total Hours
$ Value
city of Clearwater Recreation
(Office, CAT,
Safety Harbor Leisure
(Swimming Lessons)
Clearwater For Youth
(Office Help)
UPARC
$
720
120
Computer Work)
services
$
58
348
$
12
2
$
5
30
Cumulative Totals for June 1991
185
$ 1,11.0
'Yd Total
Year to Date
$
6,918
Donated hours
1,158
Donated Hours
10,270*
*YTD S
$ 3,648
$ 1,200
$ 504
$ 30
$ 5,382
.*$61,620
* YTD totals include all hours from October 1990.
~'1:, $2,568 difference due to YWCA donated hours which are no longer
included.
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6 ..
TilE lONG CENTER 0:i/15/91
BUDGET ry ?/30112
1'j~1 19'n
APPROVED APPROVED
EVENUE fRON OPERA 11 ONS (CASIl) BUDGET BUDGET DlrfERENCE
----------------------------------
OffICE SPACE RENTALS S48,000 S43,000 (S5,000) ClEAR~ATER Sr.7,OOO, cry $4,800, SAfETY HARBOR $7,200j
rOUNDATION S12,000, VACANT SPACE(YWCA) "ISC RENTAL $2,000
fACILITV RENTALS (NON-SPONSORED) 8,400 23,400 15,000 POOL SB,500jGVH $3,500jClASSRODHS $4,OOOjfIElD $4,000;
CONCESSION S3,400.
HEnBERSHIP - SPONSOR 87,840 138,400 50,560 NEW HE"BERS S61,500;REHEWALS @ 70% $76,900j
<NEW ADULTS 1000 CHILD 50 @9/30/92)
(1700 ADULTS, 265 CHILD @ ~/30/91, 60 I RENEWAL)
HEHBERSHIP - NOH-SPONSOR 4,440 6,840 2,400 30 NEW "EHDERS @ S3,600j 27 RENEWALS @ S3,240 _
GROUP MEHBERSHIPS 20,000 20,000 0 20 GROUPS @ $I,OOO/GROUP
3 HOHTH MEHBERSHIPS 4,000 5,000 1,000 150 ADULT MEMBERSHIPS @ 20, 200 CHilDS @ S10
DAILY VISIT CHARGES 30,000 61,000 31,000 DAILY WALK-INS HE"BERS S43,OOO; NON-MEMBER UAlK-INS S18,000
lOCKER RENTALS 1 , 200 1,200 0 RENTAL OF 20 lOCKERSI HONTH $100
UPARC REIHBURSHENT~ 33,790 38,370 4,580
--------- ------------ ---------
TOTAL EARNED INCOME 237,670 337,2to 99,540
FEES -AGENCIES 165,000 0 065,000) $150,000 INSTRUCTIONAL ClASSES,SI5,000 RENTALS
CENTER FOUNDATION 200,000 120,000 <80,000)
--------- ------------ ---------
602,670 457,210 <145,460)
--------- ------------ ---------
--------- ------------ ---------
PAGE I
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TIlE lOllfJ CENIER
DIlDGn rv ~/30/92 -SUMI1ARY
OJllanl
APPROVED
BOARD
JIlN. 'H
APPROVED
DUDGEl
'31 -'32
INCREASE (DECREASEI
OVER APPROVEO 19~1
BUDGET
253,000 265,000 12,OO~ 5 1 INCREASE ,$2b3,OO~ SALARY;S2,OOO PAID SICK DAYS
81,000 105,800 24,8QO AQUATICS SSa,800iHEH8ERSHIP ~23,OOO;"AINTENANCE $23,000
B,OOO 8,000 0 AS NEEDED
--------- --------- ---------
342,000 378,800 36,800 NEl INCREASE 10.761
5,000 6,500 1,500 COMHITTED CONTRACTS COPIER,tOI1PUTERS,PHONE
6,900 G,900 0
0 500 500 VISA/HASTER CARD CHARGES rOR KEHBERSHIP fEES
3,000 3,000 0
f,50 520 (130) DRESS SHIRTS rOR STAFf
2,500 3,000 .,500 INCREASE OF POSTAGE fROH .25 TO .29
9,000 9,500 500 ADMIN. ~5,OOO; KEKBERSHIP $4,OOO;VDLUNTEER 500.
2,000 3,000 1, 000 DRUN rOR COPIER 1,500
2,500 2,500 0
4,SOO 4,500 (300)
4B,OOO 50,000 2,000 DIR. LIAB. 2,200, PROP.9,300;LIAB 36,000 EST 5 1 JNC.~2,500
1,500 t , 500 0
4,000 5,000 1,000 2 BANQUETS S4,OOO;6Ifrs 500; INFOR"AL GATHERINGS 500
3,000 3,500 500 COMPUTER TRAINING,PROf. OEVElOP.
2,200 2,200 0
2,500 6,600 4,100 2 NE~SLETTERS $5,600;3 CLASS SCHEDULES 1,000
500 650 150 REPlACE"ENT BALLS, NETS, RECOVER POOL TABLES
1,000 3,000 2,000 ADDITIONAL HEHBERSHIPS, GROUPS,SCHLORSHIPS,60l0 CARD
1 , 000 750 (250) REAGENTS, CLEAUERS, SOM ASH
t,ooo 1,000 0 LINES, FLAGS, ICE PACKS,HISC EQUIPMENT
225 225 (l
--------- --...------ ---------
TAL ADnlNISTRATION & SERVICES 443,275 493,145 49,870 NET INCREASE 11 .25%
--------- --------- ...--------
[NT. (BUILDING ~ GROUNDS)
.------------------------------
'TODIAL 24,000 28,000 4,000 ItICREASE USEAGE MAKES EXTRA CLEANING NECESSARY
[NT. CONTRACTS 4,000 13,000 9,000 HVAC, fiRE ALAR", ODOR ALAR", ELEVATORS
PLIES 14,475 15,200 725 AVERAGE 650 / KONTH
~l1lTS 750 0 (50)
ER,TRASH Ie GAS 35,000 5b,400 21,400 AVERAGE $4,700 PER MONTH
URIC 84,000 84,000 0
AIR , "AINT BlDG 6,500 11,000 4,500 REfINISH GYH FLOOR S3,000, ENERGY LIGHTS S2,500,"ISC ~l,OOO
Ll TOOlS 0 8S0 850
PlIES("AINn 2,000 2,000 0
I , 000 I, 000 0
1 , 000 0 (1,000) ENDO"HENT
1,000 1,000 0 YARRANTY EXPIRES JULY
--------- --------- ---------
173,725 212,450 38,725 IlET INCREASE 22.2n
AL OPERATING EXPENSE M 7, 000 705,595 86,595 TOTAL lNCRErISE 14.361
--------- --------- ----..----
-- ------- --------- ---------
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filE LONG eEN TER
SPUNSORING AGENCIES
HISTORICAL onrA
JULY 1990
A UNO HOURS
AUGUST
A TTND HOURS
SEPTEI1IiER
ATTNO HOURS
OCTOBER
A TlND HOURS
NOVE/mER
A UNO HOURS
OECEt10ER
A UNO HOURS
------------------
------------------
------------------
------------------
------------------
------------------
2,510 3,2'34 2,464 2,en8 2,388 2,268 3,777 2,827 2,877 2,9CJO 1,7'31 2,372
878 946 1,020 980 7CJ4 B06 866 1,060 771 917 621 729
100 IBO 70 70 163 163 261 261 387 3B7
------------------ ------------------ ------------------ ------------------ ------------------ ------------------
3,38B
4,240
3,664
4,158
3,252
3,144
4,806
4,050
3,909
4,16B
2, 7'3'3
3,480
------------------
------------------
------------------
------------------
------------------
------------------
------------------
------------------
------------------
------------------
------------------
------------------
JANUARY 1991
IlTTND HOURS
FEBRUARY
II TTND HOURS
------------------
------------------
3,098
1,386
30B
3,531
1,502
30B
5,080
1,373
121
15,646
2,136
121
------------------
------------------
4,792
5,341
6,574
17,903
------------------
------------------
------------------
------------------
-D AVERAGE I or USE
77.277.
19.527.
3.20%
TOTAL
ATTEIlD
23, '385
7,709
I, 4'30
TOTAL
USER HOURS
35,'326
9,076
1,4'30
------------------
100.00%
33,134
46,4'32
---------
---------
------------------
------------------
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110 (VI IY R[UUCir or r /SIlER (NOOllHClH
fROM ClIlOG(J HEn IIIG lilT/I Cl(IlRlInJ(R, snrcry IfnR/lm:, CrY WI MY 17, /9')1
REVISED 7/'}fn
ENDOWNENT BALANCE 7/1/90
ACCRUED INTEREST TURU j/30/~0
$1 ,(127 ,335. 9j
BALAIlCE @ '1/30/90 .
23,107.67
---------------
(,055,443.66
~CCRUEO INTEREST THRU 5/31/91
52,467.72
PAYKENlS fRon 1/91 - 5/31/91
(83,333.35)
PAVNENT TO LONG CENTER JUNE
6,500.00
ES1. BALANCE @ 6/30/91
<16,666.67>
---------------
$I , 0 14 ~ 41 1. 36
---------------
---------------
.
---------------------------
PAYHENTS TO rHE lONG CENTER
'AVHEN1S FRON GENERAL fUND 7/1/90-12/31/90
AYHENTS FRON ENDOWHENT fUND 1/91 6/30/~1
$100,000.02
AYHENTS FRaN 7/1/91-9/30/91 (SEE NOTE)
100,000.02
50,000.00
---------------
250,000.04
---------------
---------------
DITIONAL NOUEY HAS BEEH APPROVED AT S16,666. PER HOUTH FRON JULY THRU SEPT. 1~~1
THE AS NEEDED BASIS.
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Long Center
Records and Membership Section
COST SAVING MEASURES
-Have not hired additional pa~t-time staff neccessary to operate
facility in an effective manner.
*Facility is open 80 hours per week. Records and Membership
Section has a pool of 58 part-time hours to use. The
remaining 22 hours are covered by Records and Membership
Director and cross-trained lifeguards. (Total cost savings
is approximately ~8,000 per year.)
-Computer maintenance
*Estimated value
contracts
~1,500 per
for systems
year.
have
been
donated.
-Management staff
*Only one
placed on
another.
share
laser
movable
computer systems.
printer is available for
cart and is rolled from
use. Printer
one work area
is
to
STAFF COMPARISONS
-Long Center
*Management Staff: Executive Director, Accounting Manager,
Aquatics Director, Maintenance Director, Records and
Membership Director, Volunteer Coordinator
Support Staff: Secretary, 9 part-time employees
**Management staff are cross-trained in the responsibilities
of other managers.
~*AIl staff perform tasks and assignments that may not be in
their realm of responsibilities.
-Clearwater Recreation
*Full-time: 1 Program SuperVisor, 3 Specialists
*Part-time: 3 regular part-time, seasonal
employees, contract instructors.
Clearwater offers 39 programs.
part-time
-Safety Harbor Leisure Services
*Full-time: 1 Program Supervisor
*Part-time: Seasonal, contract instructors
Safety Harbor offers 20 programs.
PROGRAMS
-Philosophy: The greater the utilization, the lower the cost.
-Long Center is responsible for facility scheduling, maintenance,
rental scheduling, volunteer recruitment, and membership sales.
Agencies provide recreation programming.
*Long Center's first year membership goal
memberships. At the time of this report the Long
over 4,000 members.
was 2,000
Center has
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-Residents
membership
priced afford ably
Sponsor Agencies
purchases. Pricing
compared to area
of
receive a 50~
for all membership
recreation market.
discount
packages
on
are
OUTSIDE REVENUE
-Long
events
Center has
which bring
hosted or
additional
is scheduled
visitors and
to host a
revenue into
variety of
the city:
-Teacher Appreciation Breakfast
-Florida Recreation and Park Association District Meeting
-Church group functions
-Florida Dog Obedience Show
-Southern Region Female Gymnastics Championships
-Regional Volleyball Tournament
-Athletic Tournaments
-City
Long Center
employee
of 1992.
employees and their
recreation
group membership.
families are qualified
facilities under the
Kembership is set
to utilize the
City of Clearwater
to expire February
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The Long Center Aquatics section
I. Areas of cost saving
The Long Center Aquatic section practice a number
of cost saving policies and actions. The overall goal is to
offer the community the finest quality aquatic facilities
while maintaining the lowest possible cost to both the user
and operator. Below is a listing of the areas and the ways
that the Aquatic section is maintaining cost savings.
1. Staff
The Long Center Aquatic paid staff is comprised of
an A~~atic Supervisor and 145 hours of part time lifeguards.
This breaks down to 6 guards for approximately 24 hours each
per week. The pay for lifeguards is $6.00 per hour and for
hours worked only. There is no sick pay, vacation payor
holiday pay included in employment. The pay rate of $6.00
per hour is less than most area municipalities and State
Parks for lifeguards.
Lifeguards are used in a variety of ways to promote
cost savings. For example, lifeguards along with volunteers,
perform all pool maintenance when scheduling permits. When
impossible due to heavy pool usage, the Aquatic Supervisor
performs all routine maintenance and miscellaneous pool
repairs. This eliminates the need for a pool maintenance
person at a substantial cost to the Long Center. Lifeguards
are also cross trained in the administration of the front
membership desk. Cross training staff is essential in the
maximum utilization of each individual position.
Scheduling policies of the lifeguards is another
cost saving policy. The Long Center has 145 hours of paid
lifeguarding staff for 93 weekly operating hours. Lifeguards
are sent home, with no pay, if prolonged foul weather or
slow pool usage is encountered.
Overall, the lifeguarding staff has done a great
job of maintaining a high quality of service on a tight
budget. Pool safety, security, sanitation, and distribution
of space is all done at an extreme savings to the Long
Center.
2. Use Of Volunteers
Over 25 year round volunteers and many more seasonal
volunteers help maintain a low cost aquatic operation.
Volunteers perform a number of duties that additional paid
staff would be required to do. Volunteers perform pool
maintainence, locker room maintainence, additional "eyes and
ears" for paid lifeguards, and as.sistance to the elderly and
handicapped. Summer season saw the addition of numerous teen
age volunteers willing to do such tasks as window cleaning,
deck cleaning, summer camp supervision and working with the
handicapped. Volunteers are never asked to do anything they
are not willing to do. Whenever possible, lifeguards will be
working side by side with the volunteers. All aquatic
volunteers receive American Red Cross certified water safety
training prior to starting work at the pool. The training is
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conducted by certified instructors on the paid aquatic
staff. This training consists of basic survival techniques,
basic rescue techniques, educational information on Long
Center rules and policies. Volunteers have proven to be an
invaluable cost savings.
3. Chemicals, Equipment, and Supplies
Cost savings can be identified easily through the
donation of all Acid and Liquid Chlorine. Since all acid and
CL2 is free, the need for chemical expenditures is reduced
to only on a needed basis and not on a regular operating
basis. The inclusion of Ozone has also greatly reduced the
need for all chemicals. In an effort to curb the cost of gas
to run the pool heaters, Clearwater City utilities installed
gas meters to provide aquatic staff with accurate usage
readings. These readings are used to monitor the amount of
gas used and the cost associated with that use. Partially
through the month a forecast can be given and action can be
taken.
II. Outside Group Revenue Impacts
Through vigorous research and marketing, a number of
groups have been attracted to The Long Center. These
are inserted into the facility schedule during times that
were not requested by agency representatives. These groups
pay rental fees that offset the amount of funds needed from
the Foundation and the sponsoring agencies. Some of these
groups also bring dollars to the Clearwater and surrounding
areas ~hrough the use of hotels, area attractions, and
through the need for necessities such as food. Following
~ list outside groups that have impacted The Long Center
the Clearwater area.
1. National college swim teams.
Oakland University Mens Swim
Hudson Ohio High School Swim
University of Northern Mich.
Team*
Alma College, Alma Mich. Swim Team*
outside
groups
is
and
Team
Team
Swim
2. International Teams
Swedish National Age Group Team*
American Synchronized Swim Team,Pan-
American Games
Great Britain Olympic Swim Team,
Partial team*
3. Noteworthy individuals that used Long
Center space
Dr. Jane Katz, member Presidents Council
Physical Fitness
John Spanuth, member Presidents Council
Physical Fitness
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4. Summer Camps and Church Groups
Girls Inc. Pinellas Park
Trinty Chrisitian School camp, Clearwater
Northwood Presb. summer camp, Clearwater
True School summer camp, Clearwater
Boy Scouts of America summer camp,
Clearwater
KC's Recr,eation summer school, Clearwater
The Learning Place summer camp, Safety
Harbor
Latch Key, Pinellas County
Joys Place summer camp, Clearwater
5. Local Swim Teams and Meets
Countryside Swim Team
Rotary Annual Dive Meet*
District Highschool Swim Meet*
Gary Bastie Church Swim Meet
6. Additional benefits for community
The Holiday Inn Central has become a
of attraction for groups traveling to The
these groups have or will be staying in this
hotel. Another benefit is that any guest of
Holiday Inn can show their room key at The Long Center
gain admission to the recreation facilities for $1.00.
The Holiday Inn also allows The Long Center to advertise,
free of charge, in their key booklets and brochure rack of
area atractions. We are currently working with the Holiday
Inn to get national exposure through their extensive
computer network.
very
Long
positive form
Center. Many of
fine Clearwater
the
and
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Long Center
Maintenance Section
COST SAVINGS MEASURES
-Group re-lamping
*F1orida Power
*Estimated
operation @
7 different areas
*328 lamps to be changed
-Motion sensor switches now in
lights when area is un-occupied.
to reduce wattage and
Rebate
annual energy
$.08/KWH will save
of lighting to
out to
use
power
consumption.
savings based
$7,800 per year.
be addressed.
save on wattage consumption.
in various areas to turn off
4000
hours
on
-Only 1/2 of pool lighting in use during operating hours.
-Researching
air-conditionig
charge fee.
*This portion of
be expensive and
Payback on energy
Computerized
system. System
Electric
will reduce
Power
consumption
Load-shed
and demand
the Long Center
is not known
savings will be
energy saving program
be that cost
term.
to
long
will
effective.
-Gym A/C phases on and phases off during peak usage.
-Relocated thermostats for comfort balancing and efficient use of
cooling sy~tems.
-HVAC thermostat
degrees.
settings
set
in
the
range of 74 to 78
are
-Grounds
playground, seven
employee hours per
employee of 20
a UPARC client
Numerous times
clients in the
This labor from
addtiona11y needed
maintenance
is performed, for 16 plus acres and
days per week with a pool of 58 part-time
week and one additional summer seasonal
hours per week. The additional summer employee is
that has been trained by maintenance personnel.
during the current fiscal year UPARC has placed
Grounds Maintenance area to be trained by staff.
the clients saves the extra expense of hiring
staff.
-The
This
effective
includes:
finishers.
Long
Center contracts out
service could not be
manner it is bein~
labor, cleaners, acids,
for janitorial cleaning service.
completed in-house in the same cost
done. The current contract price
strippers, waxes and floor
-Volunteer
donated.
Landscape
Committee was able to have flora and fauna
-Maintenance building
improvement donation from
will
Raymond
be constructed with
James and Associates,
a capitol
Inc.
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TH E lIarris E. "Zip"
LONG CENTER
For nccreation & Education
1501 N. Belcher Road, Suite 225. Clearwater, FL34625, (813) 726-2181, FAX(813) 797-2075
LONG CENTER GROUP RELAMPING ANALYSIS
WITH REDUCED WATTAGE LAMPS
1)
2)
3)
4)
5)
6)
5/24/91
INTERIOR ONLY
Lamp Costs
$5,864
Estimated F.P.C. Rebate
1.600
.-
Net Cost to Budget
$4,264
Estimated Annual
Savings Based
per Operation
Energy
on 4000 hours
@$.08/KWH
7,800
Simple Payback
7 Months
R. o.
I.
83%
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secured gym
at the same
Schools.
of
the Long Center's Building
floor refinishing contractor services
rate the company is servicing
Operation Committee
for Long
Pinellas
Center
County
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TH E l'larris E. UZip'"
LONG CENTER
For necreation & Education
1501 N. Belcher Road, Suite 225, Clearwater, FL34625,(813}726-2181. FAX (813)797-2075
LONG CENTER GROUP RELAMPING ANALYSIS
WITH REDUCED WATTAGE LAMPS
INTERIOR ONLY
1)
$5,864
Lamp Costs
2)
Estimated F.P.C. Rebate
1.600
3)
Net Cost to Budget
$4,264
4)
Estimated Annua~
Savings Based
per operation
7,800
Energy
on 4000 hours
@$.OB/KWH
5)
Simple Payback
7 Months
6)
83%
R. o.
I.
5/24/91
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LONG CENTER
For I~ccrcati()n & Education
1501 N. BelcherRoad. Suite 225. Clearwater, FL 34625, (813) 726-2181. FAX (813) 797-2075
FLORIDA POWER REBATE PROGRAM
1.
60
ea.
2
x
4
fixtures
4 ea. F40 Cool
with energy
of consumption
White lamps
saving ballast
per fixture
162 watts
67
watts
2
2
of
ea. F40 Cool White Super Saver
ea. F40 Thriftmate 50 lamps
consumption per fixture
lamps
Change
to:
2.
57
ea.
2
x
4
fixtures
4 ea. F40 Cool
with energy
of consumption
White lamps
saving ballast
per fixture
162 watts
Change
94
watts
2
2
of
ea. F40 Cool White Super Saver
ea. F40 Thriftmate 33 lamps
consumption per fixture
lamps
to:
3.
110 ea.
1 x 4 strip fixtures 2 ea. F40 Cool White lamps
with energy saving ballast
86 watts of consumption per fixture
36
watts
1
1
of
ea. F40 Cool White Super Saver
ea. F40 Thriftmate 50 lamps
consumption per fixture
lamp
Change
to:
4.
12
ea.
2
x
4
fixtures
86 watts
2 ea. F40 Cool
with energy
of consumption
White lamps
saving ballast
per fixture
Change to: 1 ea. F40 Cool White Super Saver lamp
1 ea. F40 Thriftmate 33 lamp
50 watts consumption per fixture
5.
15 ea.
150 watt incadescent high hat fixtures
Change to:
13 watt fluorescent (Lumitech)
conversion
6.
40 ea.
100 watt incadescent high hat fixtures
Change to:
9 watt fluorescent conversion
7.
34 ea.
Exit lights
2 ea. ~o watt TG incadescent lamps
Change to:
9 watt fluorescent conversion
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~ !:r2~~ ~c!S~I!ER
1501 N. Belcher Road, Suite 225. Cloarwillm. FL 34U;lb. (8131726.2181, FAX (813) 797 -2075
Volunteer ServiQ8S CQmmiS9ion Roport
The main cost savings that the Volunteer Services area
provides is most evident -- free laborl Year-to-date
Volunteer donated hours (October 1990 to June 1991) is
10,270 hours which saves The Long Center $61,620 in part-
time salaries. (See attached report) Volunteers are used in
every aspect of the facility, the largest number in Records
& Membership which includes the Front Desk, Fitness Room and
game room. Volunteer hours donated in our first months of
operation (June, July, August, September 1990) total 6,241 a
cost savings of $37,446 bringing the grand total to 16,511
hours saving $99,066 in part-time wages at $6.00 an hour.
The volunteer services budget for the year is less than
8% of $61,200 saved so far in this physical year and we
still have four months left which will brinq it down to less
than 5% of the amount listed above as savinqs to the
facility. We currently have over 300 volunteers on our
roster and utilize 150 of these volunteers on a weekly
schedule in five areas, four shifts daily.
Volunteers are provided to sponsoring agencies for swim
lessons, office help, special events and general recreation
programs. This is all provided by our Volunteer Services
Director who recruits, interviews, schedules and monitors
these volunteers at no administrative cost to the agencies.
This summer 50 teenage volunteers are working in the pool
and playground, all were trained by our staff in basic
water rescue thru the American Red Cross. Several of
these teenagers are assisting city of Clearwater contract
swim instructors Monday - Saturdays from 9 to 7 p.m. with
lessons. Camp We Can Do, which the city of Clearwater
runs jointly with UPARC here at The Long Center, is being
provided with volunteers (in fact we have more volunteers
than campersl) thru our volunteer services division.
The Long Center also works in cooperation with the
municipal court systems and The Salvation Army Department
of Corrections in using community Service Volunteers. The
majority of these work in the Maintenance division where
it is more difficult to place a retired person.
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tilE CENTER rOUND~Tl()H
@ BALANCE SIIEEt
JUNE JO, 199\
) ASSETS
--..-------...--
flSIIER OlllER
GENERAL BOND EHDOIU1ENT EHDO""ENT
--------..----- -------------- -------------- -------------
PETTY CASH \50.00
OPERATING ACCOUNT ~BARNETT 7,022.BI
CD -BARNETT BANK 53,000.00
CASH-CITIZENS BANK-LONG MORT. 13,875.02
HONEY HARKET- BARNETT tC),964.07
ESCRO" ACCOUNT 30t.OO
.CASH-fIRST fLA. REV. fUND 6438,040.09
CASH-fIRST FLA. DEBT SERVICE 2, t51.34
IKVESTHEHTS- FISHER EHDO""ENTS 191,469.22
INVESTMENTS - LONG KORTGAGE 250,000.00
CASH- SCHLORSHIP fUND 12,427.07
CASH- SUNSHINE PLAYGROUND 9,756.70
BARNETT PLEDGE ACCOUNT 13,531.76
PLEDGES RECEIVABLE 250,000.00 I, 125,391.20
CENTER START-UP RECEIVABLE 0.00
ALLOWANCE fOR UNCOLlECTIBLES (250,000.00)
INVESTHENTS- LONG TRUST(6/30/90) 7l0,1l7.06
BOND PRE"IU" LONG TRUST(6/30/90) 144,120.32
MORTGAGE RECEIVABLE~HOBILE 693,789.57
MORTGAGE RECEIVABLE-MANCHESTER 303,592.24
-------------- -------------- -------------- -------------
310,172.81 2,693,351.77 2,023,071.12 22,183.71
-------------- --------..----- -------------- -------------
fIXED ASSETS:
BASEBAll FIELD 466,020.00
fURNITURE & EQUIPHENT 66,960.29
EQUIPMENT 5,837.71
CONSTRUCTION IN PROGRESS '9,179,898.26
ACCUNULATED DEPRECIATION (65,469.85)
-------------- -------------- -------------- -------------
'3,653,246.41 0.00 0.00 0.00
-------..------ -------------- -------------- -------------
TOTAL ASSETS '9, '963,41<1.22 2,6433,351.77 2,023,071.12 22,183.77
-------------- -------------- -------------- -------------
-------------- -------------- -------------- -------------
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THE CENTER fOUNDATION
BALANCE SlIEET
JUNE 30, 1991
LIABILITIES AND fUND BALANCE
GENERAL
fiSHER
ENDOWMENT
OTHER
ENDOWMENT
[jOND
ACCOUNTS PAYABLE
ACCOUNTS PAYABLE RETAINAGE
ANNUITY OBL1GATION(6/30/90)
BONDS PAYABLE
LINE OF CREDIT ..
NOTE PAYABLE- LONG "oRT.
fUND BALANCE
RETAINED EARNINGS
DEFERRED CONTRIBUTIONS
"EXCESS Of SUPPORT & REVENUE
TOTAL FUND BALANCE
TOTAL LIABILITIES & FUND BALANCE
01:'"
ALL FUNDS USE THE CASH "ETHOD OF ACCOUNTING UITH THE EXCEPTION
OF THE FISHER ENDOWMENT, WHICH ACCOUNTS FOR INVEST"ENT INCOME
USING THE ACCRUAL HETHOD Of ACCOUNTING.
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THE CENTER fOUNDATION INC.
/-.':.. IHCOHE STATEHENT-GEHERAl fUHD
.. \
..J rOR THE 9 HOHTHS ENDED JUNE 30, 1991
..) JUNE JUNE Y-T-O V-T -D
ACTUAL BUDGET ACTUAL BUDGET
------------ ----------- ------------ ------------
CONTRIBUTIONS .'(4,000.00) 15,000.00 60,330.00 95,522.00
CONTRIBUTIONS-EQUIPMENT 0.00 10,000.00 50,000.00 120,000.00
CORPORATE BANNERS(NET) (1,800:00) 3,100.00 3,950.00 5,800.00
INTEREST INCOttE 16.10 1,000.00 2,155.08 ",116.00
rUNDRAISIHG IHC.(EXP) 5,591.69 0.00 3,259.76 0.00
OLYMPIA SOCIETY !9,500.00 0.00 28,500.00 0.00
------------ ----------- ------------ ------------
NET REVENUE 19,307.19 29,100.00 148,1'34.84 225,498.00
OPERATING EXPENSES
-------------------
OrnCE SUPPLIES 0.00 50.00 486.76 377 .00
OffiCE EXPENSES 0.00 0.00 92.00 100.00
PROFES5IONAl SERVICES 0.00 0.00 1 , 571. 20 . 541.00
lEASED ~PlOYEES 3,169.38 3,200.00 28,596.04 28,638.00
INSURANCE 0.00 0.00 2,918.50 2,000.00
BANK CHARGES 0.00 8.00 19.49 100.00
PROttOTIONAl SERVICES 0.00 0.00 864.56 1,616.00
COHPUTER SUPPLIES 0.00 0.00 400.00 400.00
MEHBERSHIPS & DUES 24.00 76.00 64G.71 600.00
TREPHONE 43.71 41.00 383.59 317 . 00
HEETING EXPENSES 0.00 0.00 400.52 710.00
POSTAGE 21.16 <195.(0) 577.06 350.00
COPIER C1lARGES 72.82 50.00 255.94 200.00
OLY"PIA EXPENSES 869.99 0.00 5,096.06 0.00
FUND RAISING-COPIER 43.08 0.00 11.24 0.00
FUND RAISI~G- POSTAGE 3.'39 0.00 4.28 0.00
PRINTING 103.65 0.00 664.00 600.00
NEWSLETTER 0.00 0.00 615.00 750.00
TRAVel 0.00 0.00 0.00 25.00
RENT 1,000.00 1,000.00 9,000.00 9,000.00
DONOR RECOGNITION 112.95 0.00 4,148.54 D,ooO.OO
GENERAL rUNDRAISING 5,591.6'3 0.00 5,5'31 .69 0.00
SPECIAL EVENTS 0.00 0.00 580.64 600.00
------------ ----------- ------------ ------------
TOTAL OPERATING EXPENSES 11,051.02 4,230.00 63,103.82 54,984.00
------------ ----------- ------------ .-----------
NET INCOnE fROn OPERATIONS 9,250.77 25,470.00 85,091.02 170,514.00
OTHER INCOHE . (EXPENSES):
INCOttE CONDO(NET) 245.72 300.00 262.0B 315.00
INTEREST EXPENSE l.O.C.(CITY Of ClU. PLEDGE) 0.00 0.00 (t 7 , 996. 78) <19,250.(0)
TRANSfERS fROtt ENDOWMENT 16,666.61 16,667.00 100,000.02 100,002.00
THE LONG CENTER SUBSIDY <16,666.67> (16,667.00) <150,000.03) (150,000.00)
TlIE LONG CENTER EQUIP. PURCHASES 0.00 0.00 (49,903.13) (50,000.00)
---------.-- ----------- ------------ --...--...------
TOTAL OTHER INCOME " (EXPENSES) 245.72 300.00 (t 17,639.44) <117,933.00)
---------.-- ----------.. ------------ ---------.--
NET INCOKE (LOSS) 8,49G.4CJ 25,770.00 (32,541.42) 52,581.00
--..-----...--- -..--------- -..--------..- ------------
------------ ----------.. -----------.. ------------
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()
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INCO"E- PLEDGES
INTEREST INCO"E BOND ISSUE
NET REVENUE
OPERATING EXPENSES
BOND INTEREST EXP.
BOND "GT. FEES<FIRST FLA.)
TOTAL BOND COSTS
EXCESS EARNING OVER EXPENSES
THE CENTER FOUNDATION INC.
INCONE STATENENT- BOND fUND
fOR THE 9 NONTHS ENDED JUNE 30, 1991
JUNE JUNE Y-T -0 Y-T-D
ACTUAL BUDGET ACTUAL BUDGET
------------ ----------- ------------ -----------
101,000.00 128,001.00 684,033.00 669,643.00
31i.55 1,002.00 9,022.45 13,420.00
------------ ----------- ------------ -----------
102,111.55 129,083.00 693,055.45 683,063.00
0.00 0.00 69,375.00 69,375.00
0.00 0.00 3,359.31 3,000.00
------------ ----------- ------------ ---------
0.00 0.00 72,734.31 72,375.00
---------- --------- ------------ -------
102,111.55 129,883.00 620,321.14 610,688.00
------------ ---------- ---------- -------
------------ ---------- ----------- ----------
A NEW PLEDGE RECEIVABLE Of SIOO,OOO IS NOT INClUDED IN THE INCOME
STATE"ENT BECAUSE Of OUR ACCOUNTING "ETHOD. $50,000 WAS PAID IN JUNE
CASH BASIS Of ACCOUNTING IS USED FOR THE BOND FUND
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INCOHE STATEMENT -rJSUER ENDO""ENT fUND
fOR THE 9 HONTHS ENDED JUNE 30, 1991
JUNE
ACTUAL
JUNE
BUDGET
Y-T-D
ACTUAL
Y-T-D
BUDGET
------------ -----------
INTEREST- fISHER ENDOWHENT
INTEREST INCO"E- LONG HORT.(CASH I1EIHOD)
5,940.33
48.29
6,700.00
0.00
58,408.05
2&,710.43
63,86'3.00
0.00
------------ -----------
NET REVENUE
5,988.62
6,700.00
85,118.48
63,869.00
------------ -----------
------------ -----------
------------ -----------
------------ -----------
OPERATING EXPENSES
TRANSfER TO GENERAL fUND 16,666.67 16,667.00
INTEREST EXPEHSE- LONG "ORT.(CASH "ETHOD) 0.00 0.00
--------- ----------
TOTAL OPERATING EXPENSES 16,666.67 16,667.00
------------ ----------
NET INCOME fRO" OPERATIONS (10,678.05) (9,967.00)
------------ -----------
---------- ----------
100,000.02
12,465.76
100,002.00
0.00
112,465.78
100,002.00
(27,347.30)
(36,133.00)
------------
------------
-----------
----------
INVESTMENT INCOME Of THE fISHER ENDOWMENT IS REPORTED
USING ACCRUAL ACCOUNTING.
THE CENTER fOUNDATION INC.
INCOKE STATEMENT OTHER ENDOWMENT FUNDS
FOR THE '3 MONTHS ENDED JUNE 30, 1991
CONTRIBUTIONS-SCHLORSHIP 1,336.00 0.00 9,141.00 5,580.00
INTEREST INCOME- SCHLORSHIP 42.16 25.00 264.30 196.00
INCO"E SCHLORSHIP FUND 95.00 50.00 488.00 385.00
CONTRIBUTIONS- PLAYGROUND 0.00 0.00 9,471.00 9,471.00
INTEREST INCOKE -PLAYGROUND 35.48 45.00 285.70 321.00
------------ ----------- ------------ -----------
NET REVENUE 1,50B.64 120.00 19,650.00 15,953.00
------------ ----------- ------------ -----------
------------ ----------- ------------ -----------
OPERATING EXPENSES
-------------------
------------ ---------- ------------ -----------
TOTAL OPERATING EXPENSES 0.00 0.00 0.00 0.00
------------ ----------- ------------ -----------
NET INCOKE FRO" OPERATIONS 1,508.64 120.00 19,650.00 15,953.00
------------ ----------- ------------ -----------
------------ ----------- ------------ -----------
THE CASH "ETHOD ~r ACCOUNTING IS USED fOR THE OTHER ENDOWnEHTS
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THE CENTER FOUNDATION INC.
FUND BALANCE
JUNE 30, 1991
n SliER ENDOUHENT FUND
CASH
H.H. CITIZENS BANK
H.H. BARNETT BANK
ESCROW ACCOUNT- BARNETT BANK
OTHER INVESTHENTS
YWCA Note (PRIDE) CD fortune Savings
Interest rate 121
Ter. : HATURES 8/30/93
Long Hortgage Note Equity
Interest rate : 101
Ter. : 4 years 7/1/94
HERITAGE
CASH FUND
EAGLE ASSETS
Paine Webber
A/C I CWI0449-1-49
INTEREST RATE 9.101 Hatures 5/21/92
Treasury note
interest rate
8.251, Hatures 8/15/92
TVA POVER BOND
,RATE 8.75% MATURES 10/01/19
first Florida Bank M.A. as Trustee
19,964.07
10,490.08
381.00
33,069.00
39,241.35
3,729.50
325,427.39
100,758.33
110,238.50
97, 717 . 00
Barnett Bank - cd I 0022828117 94,266.35
interest rate 7.51
ter. :1 year - 11/13/91
Citizens Bank 96,894.91
interest rate 8.00%
ter.: 12 .onths - 07/24/91
Life Savings Bank cd ,1500341272 90,126.89
interest rate :8.41 TRANSFER ED TO HERITAGE 7/3/91
ter. : 12 105 -06/28/91
MORTGAGE RECEIVABLES
"OBIlE "ORTGAGE
HANCHESTER HORTGAGE
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6')3,789.57
303,592.24
30,835.15
991,469.22
997,301.81
2,019,686.18
--------------
--------------
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fiRST rlORIDA REVENUE fUND
JUNE 30, 1'i~1
BARNETT BANK CD 0031430'i95
INTEREST RATE 8.25t
MATURES: B/I/91
SIOO,OOO.OO
REPUBLIC BANK CO. 115095 90,000.00
INTEREST RATE 7.491
MATURES: B/1/91
CALI F. FEDERAL 93,000.00
INTEREST RATE 7.801
MATURES: 7/31/91
CARTERET SAVING BANK 90,000.00
INTEREST RATE 7.4411
MATURES: 7/31/91
BEACH FEDERAL 87,000.00
INTEREST RATE 6.77%
ttOTURES: 7/28/91
KEY FL BANK 70,000.00
INTEREST RATE 6.01
"MATURES: 7/31/91
PEOPLES STATE BANK 55,000.00
INTEREST RATE 6.35t
MATURES: 1/31/92
'MADISON S&l 90000
INTEREST RATE 6.301
MATURES: 7/31/92
------------
675,000.00
fiRST FLA. REV. ACCOUNT 23,040.09
------------
5698,040.09
------------
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TAMPA BAY
ESTUARY
Tampa Bay
National Estuary
Program
NATIONAL
PROGRAM
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(813189,-2.765' FAX (81,) 803 - 2.767' 5UNCOM 594 - 2765
NATIONAL ESTUARY PROGRAM
MISSION
Protect and improve water quality and living resources of nationally
significant estuaries through:
· forming local, state, and federal partnerships
· transferring technology
· increasing public awareness
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developing and implementing pollution control strategies
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BAY MANAGEMENT PROGRAMS
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& finan. planning
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Issue identification
Public involvement
Storm water rehab.
Habitat restoration
Interagency commun.
Bay characterization
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NATIONAL ESTUARY PROGRAM
SOURCES OF FUNDING
CONTRIBUTOR FY 90-91 FY 91-92 % of TOTAL
Federal- USEPA 1,100,000 1,200,000 75
Non-federal:
Basin Boards 208,333 200,000 12.5
Counties
Hillsborough 47,500 60,000 3.8
Pinellas 41,167 52,000 3.2
Manatee 15,517 19,600 1.2
Cities
Tampa 24,542 31,000 1.9
St. Petersburg 21,058 26,600 1.7
Clearwater 8,550 LO,800 Jil
TOTALS 1,466,667 1,600,000 100.0
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NATIONAL ESTUARY PROGRAM
PROJECTED 4-YEAR BUDGET*
CITY OF CLEARWATER
Fiscal Year
90-91
91-92
92-93
93-94
Total
Total NEP budget
1,500
1,600
1,600
800
5,500
Clearwater share
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10.8
10.8
5.4
35.6
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COMMITTEE STRUCTURE
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MEMORANDUM
TO:
Mayor and City Commission
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COPIES TO:
COMMISSION
PRESS
Drda JUL 2 61991
CITY C1Slk
FROM:
Betty Deptula, Assistant City Manager
SUBJECT:
1992' Legislative Program
DATE:
July 26, 1991
Attached is a first draft of the City's 1992 Legislative Program. As you are aware, the State
Legislature will begin their two month session in mid January, and our local Legislative
Delegation will be holding their first public hearing on September 5.
We have scheduled discussion of our proposals on the agenda for your worksession on
Monday July 29.
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CITY OF CLEARWATER
1992 LEGISLATIVE PROGRAM
Submitted: August 1991
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City of Clearwater
1992 Legislative Program
GENERAL ISSUES OF SUPPORT OR CONCERN
Continuing Issues
Billboards/Outdoor Advertising/Sign Regulation: The City continues its strong opposition to legislation that
would impose a mandate on all local governments that have adopted sign regulations. Such legislation is counter
to home rule, contradicts the intent of the Growth Management Act, is counter to Clearwater Ordinances
allowing an amortization period and may cause a prohibitive tax. burden on local government tax payers.
Impact Fees: The City continues to oppose impact fee legislation that would severely restrict local
governments authority to regulate and collect impact fees. Funding for the impact of growth is vital to
maintaining adeQuate public infrastructure in Florida.
Local Government Mandates: The City strongly opposes state legislation implementing the local government
mandates constitutional amendment adopted by the voters of the state.
Affordable Housing - Doc Stamp Surtax: The City supports the authorization to levy a discretionary surtax
on documents relating to commercial realty to fund affordable housing programs.
Presumption of Disability Benefits for Police: The City continues to be concerned about reQuirements to pay
automatic in-line-of-duty disability retirement plus workers' compensation benefits to police officers who
contract heart disease, hypertension or tuberculosis.
Occupational License Reform: The City supports occupational license tax. reforms that would increase the
City's discretion in the levying of the tax, the setting of tax rates and establishing penalties.
* * * * *
New Issues
Volunteer Protection: The individuals who volunteer their services for public or non-profit agencies should
be exempt from personal liability or personal suit, provided that the agency carries appropriate liability
insurance and that the individual acts in "good faith".
Qualification of Appointees: Appointment to state and local government positions should be made on the basis
of qualifications to perform the job duties (including education and experience).
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City of Clearwater
1992 Legislative Program
Sunshine Law - Applicability to Candidate's Night: The Attorney General has issued an opinion stating that
taking written minutes of a candidates forum and making them available to the public would be in compliance
with the Sunshine LaW. The City of Clearwater has not made it a practice to take written minutes at these
forums and would oppose any legislation requiring written minutes for candidates forums. (City Clerk
Department)
Services Tax: The Legislature has considered passing a form of a services tax, which could adversely affect
film and TV productions. Knowledgeable sources related to the film and TV production industry maintain that
no picture, commercial or TV show will be filmed in Florida if there is a services tax. As the City of
Clearwater is working to bring film productions to this area, we would need to carefully study all the
implications of a services tax proposal before taking a position. (public Information Office)
Compressed Natural Gas: The City of Clearwater would support any legislation that would require using
Compressed Natural Gas as an alternative fuel. (Gas Division)
-2-
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City of Clearwater
1992 Legislative Program
RECOMMENDED DELETIONS FROM 1990/91 PROGRAM
CITY PROPOSALS
The attorney-client privilege request. Previous proposal would allow the discussion of pending litigation at
a meeting not open to the public. Withdrawn due to lack of chance of adoption. (City Attorney)
The proposal relating to tort liability and the public use of waterways. When the Second District Court of
Appeals reconsidered its decision in Pelz, the need for this change became less obvious. (City Attorney)
The proposal to require front and rear license plates. Supported by Police Department, but recommended
for deletion from program by City Attorney due to lack of chance of adoption.
The proposed bill requiring cities to adopt ordinances requiring xeriscaping. Xeriscaping Ordinances can
be adopted locally under Home Rule powers, without a general law imposing penalties on local governments.
(City Attorney)
:Bottle Bill: Current recycling legislation establishes percentage reduction goals in waste stream goals and
provides penalties for governments not meeting the standards. Previous proposal to enact legislation for the
establishment of a five (5) cent deposit on each bottle or can sold. (City Manager)
*
*
*
*
**
The following 1991 program proposals have been withdrawn by the Police Department **
Fleeing or Attempting to Elude a Police Officer: Proposal to amend Florida State Statute 316.1935, "Fleeing
or Attempting to Elude a Police Officer", raising the offense to a felony level. (police Department)
Blood Sample Submittal for DNA Test Purposes: Proposal to adopt the appropriate statute to authorize the
withdrawal of blood from a Homicide or Sexual Battery suspect who has been arrested based upon probable
cause. (police Department)
Luring a Child to a Vehicle: Proposal to adopt legislation making it a crime in Florida for a person to lure
a child who is not in their custodial authority to a motor vehicle. (Police Department)
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City of Clearwater
1992 Legislative Program
Sexually Explicit Nude Photographs: Proposal to adopt legislation making it a crime for persons to
intentionally expose a child to sexually explicit/pornographic material. (Police Department)
Emancipation for Minor Children: Enact legislation which would set up a program for emancipation within
Florida allowing for 12-month and I8-month decree review by the Court, or sooner if ordered by the Court.
(police Department)
Petition of Delinquency: New state legislation should be sought which would allow police to forward a
"Petition of Delinquency" to the Court when a third report of runaway is received by their department
concerning an individual child. Two prior runaway investigations should have revealed whether the child had
a legitimate reason for leaving. (Police Department)
Vehicle Rental: Enact legislation that specific action by vehicle rental companies be required before law
enforcement initiates a criminal investigation regarding the failure to return rental vehicles? (police
Department)
Identification of Undercover Officers: Proposal to establish legal remedies to protect an officers working
identity. The intentional identification of undercover officers involved in the performance of their duties, by
persons whose actions are only designed to compromise the officer's investigation and identity, places the
officer at grave risk to their personal safety.
*
*
*
*
CHAMBER OF COMMERCE PROPOSALS
Small claims court jurisdictional limits. Not a municipal issue. (City Attorney)
Education financing. Not a municipal issue. (City Attorney)
Use of lottery money. Not a municipal issue. (City Attorney).
USF funding. Not a municipal issue. (City Attorney)
-4-
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City of Clearwater
'. 1992 Legislative Program
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SPECIFIC PROPOSALS
MATTERS AFFECTING LAND AND WATER MANAGEMENT
Regional Activity Center Concept for Retail and Industrial Developments: Extend Regional Activity Center
thresholds to retail and industrial uses. State Development of Regional Impact (DRI) legislation permits higher
threshold intensities in areas designated as Regional Activity Centers before such development triggers DR!
review. If retail and industrial uses are eligible for inclusion in Region Activity Center DR! thresholds, the
development review procedures will be greatly simplified for qualifying developments. (planning and
Development Department)
Equitable Annexation of Enclave Areas: Consider amending the annexation statute (Ch. 171, F.S.) to
authorize the annexation of developed enclaves, if not all enclaves. Protect the interests of owners of
undeveloped enclaves, or enclaves developed at a low density and requiring no municipal services such as water
and sewer, if a mechanism can be developed to provide such protection. (City Attorney)
Permit involuntary annexations within the specified target areas within the various City of Clearwater Planning
Di~tricts. Annexation would be permitted after the municipality prepares a study assessing the feasibility of
providing municipal services to the areas to be annexed involving a capital improvement program committing
the local government to providing such services within three years from the date of annexation. (planning and
Development Department)
Substantial Improvement: Amend the definition of "substantial improvement", as set forth in Section
161.54(12), Florida Statutes, to delete the phrase "cumulative total or' from the 50% limitation on repairs,
reconstruction or improvement of a structure. Also amend the definition of "coastal building zone" in section
161.54(1), Florida Statutes, to include Tampa Bay. (Planning and Development Department)
Pinellas County Planning Council Legislation: Reconstitute the Countywide Planning Authority to include
membership from outside the Pinellas County Board of County Commissioners; revise the rule of consistency
to permit local government future land use plans which are equal to the Countywide future land use plan in
terms of density or land use intensity to be judged consistent with the countywide plan.
Amendments to the Comprehensive Plan: Eliminate the "twice a year" rule for amendments to the
Comprehensive'Plan, as set forth in Section 163.3187(1), Florida Statutes. In the alternative, allow plan
amendments three or four times each year. (Planning and Development Department)
-5-
~.. ~------...,
Cily of Clearwater
1992 Legislalive Program
MATTERS AFFECTING GENERAL LAW
Revision of Statutory Notice Requirements for the Adoption of Ordinances: Revise statutory notice
requirements for the adoption of ordinances to include a "substantial compliance" standard, delete expensive
and ineffective requirements, permit alternative methods of giving notice, and clarify which ordinances must
be referred to a local planning agency. (City Attorney)
Trip and Fall on Public Sidewalk: By general law , require actual notice, rather than constructive notice, of
a defective sidewalk before an injury caused by a fall on a defective sidewalk can be the basis of a claim
against the public agency having jurisdiction over the sidewalk. (City Attorney)
Electric Utility Tax Base: Amend Florida State Statutes to remove the cap on the fuel portion of the electric
utility tax base. (General Services Department)
-6-
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A Guide for Business Development
in Pinellas County
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Produced by:
.
PlNELLAS COUNtY INDUSTRY COUNCL
2200 Tall Pines Drive, Suite 100
Largo, Florida 34641
Pinellas Econonlic
Development Council
13770 58th Street North. Suite 316
Clearwater, Florida 34620
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THE
SOU R C E
A Guide to Business Development in Pinellas county
TABLE OF CONTENTS
Page
Incentives
o Tax incentives/credits
o Economic Development Transportation Fund
o Technology transfer opportunities
e..,
;~~'I"~,
",:>,
Financinq
o
o
o
o
o
o
o
o
o
o
o
o
o
companies
Program
Sources
Industrial Development Bonds
Taxable bonds
SBA 504 Loan program
SBA 7(a) Loan program
SBA Special Loan program
Small business investment
Small Business Innovation Research
Applied Research Grants Program
Venture capital
Export/Import finance
certified Development Organizations
Community Development Corporations
Black Business Investment Board
10
11
12
12
13
14
14
15
16
16
17
17
18
Taxes.
o
o
o
o
o
Fees. Licenses
Corporate Income tax
Sales tax
Property tax
Incorporation fees
Occupational licenses
19
20
20
23
24
Facilitv
o
o
o
Location
Construction costs
Leasing costs
Locating sites and buildings
27
27
28
Develonment Requlations
o Some development considerations
o Permits, approvals, and regulations
31
32
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INTRODUCTION
is intended to assist both existing and prospective new
in answering the many questions that may be encountered
or starting a new business in pinellas county.
This guide
businesses
in expanding
While every effort has been made to be as complete and accurate as
possible it is not intended to be the ultimate
subjects affecting business expansion or start-up but
self-help guide and directory with specific reference to Pinellas
County. The information chosen to be included responds to the most
often raised questions in the business development process.
"last word" on all
rather as a
This guide is
and the Pinellas County
of the firms listed on
firms are supporters
may be called upon for
produced by the Pinellas Economic Development Council
Industry Council through the sponsorship
the preceding sponsors page. These local
of a strong economy for Pinellas County and
expert advice on matters in their fields.
council and Pinellas
sector partners
Pinellas County. Each
aspects of business
~
~
The Pinellas Economic
Industry Council are private/public
economic development for
professional st~ff covering most
start up.
county
in countywide
maintains a
expansion or
Development
ACKNOWLEDGEMENTS
This resource guide
contribution of many
private corporate citizens
communi ty. Several made substantial
resources and are recognized as follows: Steve Englehardt,
Hallmark Development; Jake stowers, Assistant County Administrator,
George Martinez, u.s. Dept of Commerce; and the Florida Department
of Commerce.
would
Local,
been possible without
state agencies as
Pinellas County
investments of
not have
county
within
the
well as
business
time and
and
the
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TAX INCENTIVES
The state of Florida has
located in the state.
important business incentives.
information about these taxes
sources:
tax incentives for businesses that are
Following is a list of some of the most
Unless otherwise noted, additional
is available from the following
FLORIDA DEPARTMENT OF REVENUE
Information and Assistance
1458 U.S. Highway 19 s.
Clearwater, FL 34624
535-4691
FLORIDA DEPARTMENT OF REVENUE
Information and Assistance
Carlton Building
Tallahassee, FL 32399-0100
904/488-6387
1/800/872-9909 (within FL)
Mr. John Gilleland
FLORIDA DEPARTMENT OF COMMERCE
Bureau of Economic Analysis
301 Collins Building
Tallahassee, FL 32399
904/487-2155
GENERAL STATE TAX INCENTIVES
CD
No state Personal Income Tax
No annual franchise tax on stock Equity
No sales tax on containers and Packaging, or Materials incorporated
in a final product
No sales or use tax on Boiler Fuels
No tax on Inventory or Goods-in-Transit
No state Ad Valorem Tax
Pollution Control Equipment assessed at salvage value for
property taxes
NEW AND EXPANDING INDUSTRY TAX INCENTIVES
New businesses' purchase of manufacturing machinery and equipment
is exempt from the sales and use tax, as long as purchases are made
before production begins, and delivery is taken within 12 months
of that date.
Expandinq businesses'
equipment is exempt
year, if 'prOductive
of manufacturing machinery
from the sales and use tax, up to $100,000 per
output is increased by at least 10 percent.
purchase
and
.
be obtained by new or expanding businesses in
Prior to purchasing equipment or bringing it into
Florida for use, a Temporary Tax Exemption Permit is obtained from
the Florida Department of Revenue: or, the tax is paid by a firm
which then applies for a refund. The law does not allow businesses
to disregard the tax. Unless a Temporary Tax Exemption Permit is
Tax exemptions can
one of two ways.
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processing, and copyrights and royalties) is excluded from taxation
when the master is sold or leased.
No tax on the renting or leasing of real property used
integral part of motion picture production. Renting studios,
stages, lots, buildings or any other real estate are exempt.
exemption applies to small, independent operations and to
studio facilities such as Disney and MCA/Universal.
as an
sound
This
major
No tax on a film, commercial, or sound recording made for a
company's own use.
No tax on the rental of films or the leases to food and drink
concessions for theaters.
The manner
taxability,
in whicr leases or contracts are written can
contact the Florida Department of Revenue.
affect
For more
location,
information
contact:
about
Florida
as
a
filming
or
recording
~~
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Mr. Ben Harris
Florida Department of Commerce
Bureau of Motion Picture and Television
430 Collins Building
Tallahassee, FL 32399
904/487-1100
TARGETED JOBS TAX CREDXTS
(TJTC)
A eredit against the Federal Income Tax is allowed to employers who
hire prequalified individuals from certain target groups. The
maximum credit per year is 40 percent of the first $6,000 in
qualified wages ($2,400) for the first year of employment. There
is a minimum employment period of 90 days or 120 hours of paid
employment (whichever occurs first) before the employer can claim
credit. The following are eligible target groups.
Members of economically disadvantaged families who are youths, ages
18-22, Vietnam-era veterans, or ex-convicts.
Recipients of general assistance payments.
Economically disadvantaged summer youth ages 16-17 who work a
maximum of 9 0 consecutive days between May 1 and September 15.
Economically disadvantaged youth ages 16-19 who are participating
in a qualified cooperative education program.
Recipients of Supplemental Security Income (SSI).
Handicapped individuals or disabled veterans who have completed or
are undergoing rehabilitative services.
Eligible Work Incentive Program participants (i.e., a certified
individual who: is eligible for Aid to Families with
Dependent Children payments under the Social Security Act and
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has continually received this financial assistance during the
days just before hired, or has been placed in employment
a WIN program that was set up under the Social Security
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under
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The employees must be prequalified
Department of Labor offices (For
Labor: Recruiting Employees).
prior to hiring by
full address, see
the local
chapter on
CLEARWATER JOB SERVICE
797-5151.
PINELLAS PARK JOB SERVICE
570-5018
ST. PETERSBURG JOB SERVICE
893-2255
OR Contact:
Mr. Gordon M. punshon
Administrator, Program Operations
Targeted Jobs Tax Credit Unit
Bureau of Placement
104 Atkins Building
Tallahassee, FL 32399-0667
904/488-9180
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ENTERPRISE ZONE TAX CREDITS
(see map)
The Florida Enterprise Zone program
measure designed to benefit the most
is an economic development
distressed areas of Florida.
These
by the
areas are designated by the local governments and approved
Department of Communi ty affairs. The obj ecti ve of the
program is to provide incentives to encourage employment of
residents and increase business development in distressed areas and
increase participation by the business community in community
development projects in distressed areas. The Florida Enterprise
Zone program has several benefits for businesses that locate within
these zones or hire workers living within these zones. The
benefits include:
(continued on page 6)
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commerCIal, light. and heavy
III
ENTERPRISE ZONES
Tarpon Springs. Kathie Monahan
013'9383711
Clearwater, Jerry Sternslein
813;462,6880
5t. Petersburg. Soph,a So rolls
813'893,7787
Florida Depl of CommUnity Affairs. Toni CollinS
904'488,3581
CLEARWAT
Belleair Beach
Due 10 the scale, these
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(~J1990 SUNBEL T MAPS, INC.
PURlISHlD fOR lHl' P'NEll AS COUNTY INDUSTRY COUNC'I
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Location tax credits include tax credit on corporate income tax
equal to 96 percent of ad valorem taxes paid on the property;
community contribution credit on corporate income tax or insurance
premium to any business contributing to an eligible sponsor of a
development project in a zone (prior approval required from
Department of community Affairs) ; building materials credit against
sales taxes paid for rehabil i tation proj ects in a zone if the
assesed value increases by 30 percent; sales tax refund on
purchases of business equipment for use at an enterprise zone
location; and electrical energy credit of 50 percent on municipal
utility tax and total exemption from state utility sales tax.
certain criteria apply.
@
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Job creation tax credits allow businesses located anywhere in
Florida to take either a 15 percent corporate income tax credit
for wages paid or a $50 per month credit against sales tax
collections for each new employee from the following target groups:
residents of an enterprise zone, AFDC recipients, or JTPA-
economically disadvantaged participants. Wages must not exceed
$1,500 per month. certain criteria apply.
For information about Pinellas County enterprise zones contact:
Tarpon Springs
Clearwater
st. Petersburg
Kathie Monahan
Jerry sternstein
Sophia Sorolis
938-3711
462-6880
893-7787
'.
For general information about enterprise zones contact:
Mr. Toni Collins
Florida Department of community Affairs
2740 centerview Drive, Rhyne Building
Tallahassee, Florida 32399-2100
904/488-3581
To obtain the necessary forms, contact:
Florida Department of Revenue
1485 U.S. Highway 19 s.
Clearwater, FL
535-4691
Carlton Building
Tallahassee, Florida
904/488-6387
32399-0100
ECONOMIC DEVELOPMENT TRANSPORTATION FUND
A company that is considering an expansion or relocation of new
facilities in a location that has an existing or anticipated
transportation (road improvement) problem is eligible to recieve
transportation improvement funds from the state. The
transportation fund award must be an inducement to the company to
locate or expand in the local government. s jurisdiction. The
maximum amount awarded to anyone project is $2 million. The local
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governmental body must apply on behalf of the company.
The objective of the program is to facilitate economic development
in Florida through joint, public-private sector efforts that result
in new employment opportunities.
Contact the Pinellas Economic Development Councilor the Pinellas
County Industry Council to make an application.
TECHNOLOGY TRANSFER OPPORTUNITIES
The Florida state University System, in its efforts to foster
innovative research, maintains within each university a Division
of Technology Development and Transfer. All agreements between the
industry and the university are negotiable.
Authors and inventors may enlist support from the university on
maintaining copyrights and trademarks, protecting trade secrets,
evaluating technology for commercial potential, preparing patent
applications, and disseminating confidential information.
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In addition, the university places special emphasis on marketing
and promoting the commercialization of university research results.
These efforts vary from information dissemination to the sale of
legal property rights in data and inventions. The university
maintains a list of companies with specific interests in new
discoveries. For further information contact:
Dr. Ralph Gunter, Director
Division of Technology Development and Transfer
University of South Florida
4202 E. Fowler Avenue, FAO 126
Tampa, FL 33620-7900
813/974-2897
.
OTHER XNCENTXVES:
See section on finance.
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It also reduced lOBs tax advantage in two ways: cancelling the
deduction of interest expense for carrying tax-exempt obligations
and requiring inclusion of lOB interest yields in the computation
of investors' alternative minimum tax liability.
Tax reform brought nearly all types of private-purpose bonds under
a "unified" volume cap tied to a dollar amount per resident per
state. Each state arranges its own allocation process. As the
state allocation is not large enough for the demand, it is wise to
pursue an allocation early in the calendar year.
No cost incurred by the company will be reimbursed as eligible
expenditures from the bond proceeds unless: (1) said costs qualify
as eligible expenditures under the Internal Revenue Code and the
Act, and (2) said costs were incurred subsequent to the resolution
of inducement by the PCIC issuing authority. Bond Counsel should
be consulted as to whether or not expenditures would be eligible
under the Internal Revenue Code and the Act.
The total cost of issuing the bond (discount, bond counsel's fee,
company's counsel fee, purchaser I s counsel fee, issuer I s fee,
trustee's fee and any other fees associated with issuing the bond)
can be financed with proceeds of the sale of the bond.
CONTACT:
Pinellas County Industry Council
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TAXABLE INDUSTRIAL DEVELOPMENT BONDS
Several programs exist providing private businesses access to long
term pUblic capital markets through the issuance of taxable
industrial development bonds. Because the interest on these
securities does not enjoy the advantage of exemption from federal
income tax as do tax exempt bonds, the interest required by
investors will be greater. Also, unlike tax exempt IDBs taxable
bonds are not subject to the same restrictions as to purpose and
capital expenditure limitations permitting the financing of a
greater variety of business purposes and for amounts greater than
ten million dollars. In some instances projects financed by bonds,
taxable or otherwise, issued by state empowered authorities and
agencies may be exempt from payment of certain document recording
fees associated with a development project. Depending upon the
size of the project, this savings could be substantial.
Sponsors of taxable lOB programs include several national and
regional private investment banking companies.
CONTACT:
Pinellas County Industry Council
Pinellas Economic Development Council
Florida Dept of Commerce, Mr. Tony Hansberry
(904) 487-0463
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SBA 504 LOAN PROGRAM
FLORIDA FIRST CAPITAL FINANCE CORPORATION
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The Florida First Capital Finance Corporation (FFCFC), a non-profit
organization certified to issue debentures, offers long-term fixed
asset financing to Florida businesses in conjunction with the u.s.
Small Business Administration's 504 loan program. The Florida
Department of Commerce provides loan packaging assistance for the
SBA 504 loan program through FFCFC.
An SBA 504 loan can be used to buy land, construct buildings, buy
existing buildings, buy machinery and equipment, modernize,
renovate and restore an existing facility including leasehold
improvement. The term of the loans available from FFCFC is up to
20 years with a maximum loan amount of $750,000. The borrower must
provide 10 percent of needed funds, a private lender 50 percent,
and the SBA 504 debenture the final 40 percent. In addition to
credit worthiness, the borrower must not have a net worth over $6
million, and within two years of loan closing must create one job
for every $35,000 SBA 504 provides. Cash flow, management ability,
financial condition of the borrower and the value of collateral
will be considered as reasonable assurances of repayment.
Most for-profit corporations, partnerships and proprietorships are
eligible for consideration. Ineligible businesses include
non-profit or passive income companies such as real estate
investment firms, developers, speculators or lending institutions.
Unregulated media, broadcasting media and businesses engaged in
disseminating information and opinions are also excluded from this
program.
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CONTACT:
Florida First Capital Finance Corporation
Florida Department of Commerce, Mr. John Fink
904/487-0466
SBA 7(a) LOAN PROGRAM
SBA offers a variety of loan programs to eligible small business
concerns that cannot borrow on reasonable terms from conventional
lenders without government help.
The 7(a) program is a guaranteed participation (referred to as a
guaranteed loan) made by a private lender subject to the guarantee
of SBA. SBA I s share of a 7 (a) guaranty loan may not exceed
$750,000. SBA may guarantee 90 percent of a loan where the total
SBA exposure does not exceed $155,000. SBA may guarantee no more
than 85 percent and no less than 70 percent when the total amount
approved and outstanding including the subject loan exceeds
$155,000 up to a maximum of $750,000. Mini loans of less than
$50,000 are available from some lenders.
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The ability to repay a loan from the cash flow of the business is
the most important consideration in the decision making process.
Eliqible small businesses are those having a need to finance
purchase of land, start-up capital, working capital, purchase of
inventory, buildinq/construction of fixed assets and expansions.
The term of the 7(a) loan for working capital is up to seven years,
for machinery and equipment up to ten years, and for land and
building up to twenty years.
CONTACT:
The u.s. Small Business Administration
Florida Department of Commerce, Mr. John Fink
SBA SPECIAL LOAN PROGRAMS
In the gelleral area of financial assistance, the SBA offers a
variety of special loan programs.
Local Development Company Loans Loans are made to groups of
local citizens whose aim is to improve the economy in their area.
Loan proceeds may be issued by the development company to assist
specific small businesses for the purpose of plant acquisition or
expansion, including acquiring land, machinery and equipment.
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Small General Contractor Loans Loans are made to assist small
construction firms with short-term financing. Loan proceeds can
be used to finance residential or commercial construction or
rehabilitation of property for sale. Proceeds cannot be used for
owning and operating real estate for investment purposes.
Seasonal Line of Credit Guarantees Loans are made to provide
short-term financing for small firms having a seasonal increase in
business activity. The small business must have been in operation
for the last 12 months preceding the application date and have an
established business pattern.
Enerqy Loans
manufacturing,
specific enerqy
Loans
selling,
measures.
are made to
installing,
those businesses
servicing, or
enqaqed in
developing
Handicapped Assistance Loans Loans are made to physically
handicapped small business owners and private non-profi t
orqanizations which employ handicapped persons and operate in their
interest.
.
Disaster Assistance Natural disasters, such as hurricanes,
floods, tornadoes, etc., often cause hardships to businesses and
individuals. When the President of the United States or the
Administrator of the U.S. Small Business Administration declares
a specific area to be a disaster area, two types of loans are
offered by the SBA:
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PHYSICAL DISASTER LOANS Loans are made to homeowners, renters,
businesses (large and small), and non-profit organizations within
the disaster area. Loan proceeds can be used to repair or replace
damaged or destroyed homes, personal property and businesses.
ECONOMIC INJURY DISASTER LOANS Loans are made to small
businesses which suffer substantial economic losses because of the
disaster. Loan proceeds may be used for working capital and to pay
financial obligations which the small business owners could have
met had the disaster not occurred.
Pollution Control Financing Assistance is provided to small
businesses needing long-term fixed interest financing for planning,
design, and installation of pollution control facilities or
equipment. Interested small businesses and financial institutions
may contact the SBA Pollution Control Financing staff officials to
discuss the requirements for the program.
CONTACT:
The U.S. Small Business Administration
SMALL BUSINESS INVESTMENT COMP~NIES
The u.S. Small Business Administration licenses, regulates, and
provides financial assistance to privately owned and operated Small
Business Investment Companies (SBICs). The major function of SBICs
is to make "venture" or "risk" investment by supplying capital and
extending unsecured loans and loans not fully collateralized to
small enterprises which meet their investment criteria. SBICs
finance small firms in two ways: by direct loans and by equity
investments. Since the SBICs are intended to be for-profit
corporations, most do not make very small investments. Many SBICs
also provide management assistance to the companies they finance.
The SBICs are not restricted geographically. Like any venture
group in the U.S., they often focus on certain business sectors.
The current SBIC directory should be obtained so that the applicant
can seek the best match for their company.
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CONTACT:
The u.S. Small Business Admin~stration
SMALL BUSINESS INNOV~TION RESEARCH PROGRAM
The Florida Department of Commerce promotes the Federal Small
Business Innovation Research (SBIR) program. SBIR programs,
currently established at eleven federal agencies, stimulate
innovative research among small teChnology-based businesses. They
provide for financing of the very early research and development
phase of innovation that meet the needs of the participating
agencies.
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The Federal SBIR Program is structured to maximize the achievement
of the program's main objectives which are commercialization of
products and growth of new technology-based companies.
Phase I Winners receive between $20,000 and $50,000 to support
six months of effort to demonstrate the scientific and technical
merit and feasibility of the innovation.
Phase II Firms successfully completing Phase I are eliqible for
Phase II fundinq. These awards will generally be up to a maximum
of $500,000 for two years to further develop the innovation through
the prototype stage. Projects with commercial potential will
receive special consideration for a Phase II award.
Phase III Private-sector investment is required to support a
project to commercialization. Projects with specific Federal
government application may be considered for Federal funding
agreements using non-SBIR funds.
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To increase participation of Florida small businesses in SBIR, the
Florida Department of Commerce assists in registering potential
proposers with the agencies. This is done by providing small
businesses with information on proposal writing and with the names
and addresses of the participating agencies to contact. Any
for-profit small business concern with 500 or fewer employees is
eligible to participate in the program.
CONTACT:
Ms. Michele L. Young
Director, USF STAC Office
University of South Florida
Tampa, Fl 33620
813/974-4222
APPLIED RESEARCH GRANTS PROGRAM
The Applied Research Grants Program provides matched funding for
unive~sity research which has commercialization potential.
Partnerships between universities and industry are encouraged for
all phases of research, and are required for the operational phase
of projects. The universities apply to the Florida High Technology
and Industry Council for grants which are to be matched dollar for
dollar by the industry. Currently the state contribution for each
project is capped at $20,000 for the planning phase and $50,000 for
the operational phase.
.
The grants are primarily in seven areas of technology: biomedical
devices, biotechnology, computer integrated engineering and
manufacturing, electro-optics and lightwave technology,
microelectronics and materials, simulation and training, and
software and computer science.
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CONTACT:
Dr. RiChard streeter, Director
Division of Sponsored Research
University of South Florida
4202 East Fowler Avenue, FAO 126
Tampa, Florida 33620-7900
813/974-2897
Mr. Ray Iannucci, Director
Florida High Technology &
Industry council
Office of the Governor
The Capitol
Tallahassee, FL 32399
904/487-3134
VENTURE CAPITAL
Two venture capital clubs are located in the Tampa Bay area and
seek to invest in new businesses. The clubs are informally
networked and supported by the Florida entrepreneurship program.
A key obj ecti ve of the program is increased interaction among
everyone needed for successful business start-ups: entrepreneurs,
accountants, lawyers, consultants, bankers, educators, investors,
and government service providers. For more information contact:
Florida Venture Group-Tampa Chapter meets at noon the second
Thursday of each month at the Egypt Shrine Temple. Contact Maryjim
King 407/365-5373 for more information and reservations.
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Tampa Bay Inventor's council meets the second and fourth Wednesday
each month at 7:30 p.m. in the Largo Library. Contact F. MacNeill
Mackay 813/933-9124 for information and reservations.
For information about venture capitol sources, contact any of the
following to refer to the current venture capital sources published
by the Florida Department of Commerce.
CONTACT:
Pinellas County Industry Council
Pinellas Economic Development Council
Flor.ida Department of Commerce, Mr. Maury Hagerman,
904/488-9357
EXPORT/IMPORT FINANCE
The Florida Department of Commerce, Bureau of Business Assistance
provides access to export financing programs offered by the
Export/Import Bank, the Overseas Private Investment corporation,
and the Commodity Credit Corporation. Loan guarantees, political
and commercial insurance, and management assistance are offered.
The Bureau of Business Assistance also works with private sources
of export financing to match them with the appropriate government
programs.
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CONTACT:
Florida Department of Commerce, Mr. Mike Howard
Division of International Trade-904/488-6142
CERTIFIED DEVELOPMENT CORPORATIONS
certified Development corporations (eDCs) are non-profit
organizations licensed by the U.S. Small Business Administration
to administer small business loan programs for new or expanding
businesses for the purpose of promoting economic growth in a
particular area. There currently is one CDC in Pinellas County.
The st. Petersburg Certified Development corporation has three
loan programs to assist small business:
Small Business Development Loan Program offers loans to small
industrial and commercial businesses for 50 percent of the value
of the project, not to exceed 20 years. Loans range from $10,000
TO $40,000.
Small Business Administration 504 Loan Program finances small and
medium sized businesses to obtain long-term fixed asset financing
for 40 percent of the project at below market rates for up to 25
years. Loans range from $50,000 TO $750,000.
~ Under the HUD Section 108 loan program, business projects are
directly financed up to 50% of the project cost for up to 7 years
for working capital, inventory, machinery and equipment associated
with business expansion. Loans range from $100,000 to $500,000.
These projects are for certain geographic areas.
Contact:
Mr. Tim McDowell, Director
st. Petersburg Certified Development Corp.
475 Central Avenue
st. Petersburg, FL 33701
892-5108
operating Area: City of st. Petersburg
COMMUNITY DEVELOPMENT CORPORATIONS
Florida's Community Development Corporations (CDCs) are non-profit
organizations designed to assist disadvantaged persons in starting
or expanding a business in a particular area. The program, which
is administered by the Department of community Affairs (DCA),
provides low interest loans to or invests in existing or start-up
businesses located in economically distressed communities. other
services provided by CDCs may include technical assistance to
potential entrepreneurs, job training programs, leadership
development, and assistance in securing government contracts.
.
Currently there is only one CDC in pinellas that does business
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loans. Their
Clearwater.
target
area
is
certain
designated
areas
of
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CONTACTS:
lwis. Isay Gulley
Clearwater Neighborhood
Services, Inc.
1308 Greenwood
Clearwater, FL
442-4155
Housing
Ms. Rosa Morgan
Dept. of Community Affairs
2740 centerview Drive
Tallahassee, Fl 32399
904/488-3581
Avenue
34616
South
THE BLACK BUSINESS INVESTMENT BOARD
The Black Business Investment Board (BBIB)
and Minority Business Assistance Act of
million investment Incentive Trust Fund.
by the federal government to assist new and expanding
businesses. The board does not make direct
businesses, but works closely with financial institutions
the state to create Black Business Investment Corporations (BBles).
Funds from the Investment Incentive Trust Fund are matched dollar
for dollar by the BBles for eligible new and expanding black
businesses. six BBICs have already been established in Florida
serving several counties. The board serving Pinellas and
Hillsborough is located in Tampa:
was created by the Small
1985 and allocated a $10
The fund was established
blaok-owned
loans to black
around
CONTACT:
Mr. David Christian
Tampa Bay Black Business Investment Corporation
315 East Kennedy Boulevard
Tampa, FL 33602
813/223-8381 or 904/487-4850
operating area: Hillsborough, pinellas Counties
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TAXES
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Businesses located in Florida will be responsible for both state
taxes and licenses. The amounts and types will depend upon the
location and the type of business engaged in. The following describes
various taxing and licensing authorities having jurisdiction
County. For a definitive interpretation of exact tax liability,
a competent attorney or accounting professional.
and local
business
the
in pinellas
consult with
Abatements or credits against tax liability are available to new and
expanding business as incentives for location or expansion within qualifying
areas. Consult the incentives section of this guide for more details.
STATE OF FLORIDA
Corporate Income Tax:
While the state levies no tax on personal income, corporations operating in
Florida are responsible for filing a state corporate income tax return. The
Florida Corporate income tax base is federal taxable income adjusted for
certain items. Adjusted federal income tax is apportioned to Florida in
accordance with a three factor, weighted formula. A $5,000 exemption on net
Florida taxable income is allowed before the 5.5% Florida corporate income
tax rate is applied.
FLORIDA CORPORATE INCOME TAX COMPUTATION
Florida Corporate Income Tax:
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(1)
Net Income Before Taxes (taxable Federal In-
come adjusted for certain Florida additions
and/or deductions)
$
(2) Apportionment of Adjusted Income:
within
Florida
Total
within Florida
Divided by
Total Weight
Florida
Factors
Average Value
of Property
x .25 =
Salaries,
Wages
x .25 =
Sales (Gross)
x .50 =
Total Apportionment Factor (Add Florida Factors)
(3)
Florida Apportioned Income
[Net Income (From Line 1) x Total
Apportionment Factor (from Line 2)]
$
(4)
Deduct $5,000. (exemption)
$ 5,000
(5)
Amount of State
Taxable Income
$
(6)
Florida Income Tax Rate
x 5.5%
(7)
Amount of Florida Corporate Income Tax
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machinery for shop, plant and farm. Household goods and personal
effects being used by the individual in the home are exempt..
Assessment is at just value.
Documentary stamp Taxes - These are taxes levied at specific rates
on transactions involving documents.. Bonds, promissory notes, and
all other written obligations to pay money are taxed at the rate
of $.32 per $~OO face value or fraction thereof.. certain
exemptions are allowed for non-residents of the united states on
promissory notes, non-negotiable notes and other written
obligations to pay money. The exemption does not apply to
documents of indebtedness or instruments of financing which relate
to the purchase or transfer of real property located in Florida,
or personal property for use in Florida. Par value stock is taxed
at $..~5 per $~OO or fraction thereof of the certificate or original
issue, reorganization, transfer or sales.. No par value stock is
taxed at (1) $.15 per $100 of actual value or fraction thereof of
the certificate of original issue or reorganization and (2) $.15
per $100 of actual value or fraction thereof of the certificate,
not to exceed $.15 on each share for transfer or sale. Deeds and
other instruments conveying any interest in real property are taxed
at $.30 per $100 or fraction thereof of the total consideration.
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Additionally, a documentary stamp surtax is levied on documents or
deeds conveying any interest in realty at the rate of $.55 per $100
or fraction thereof of the total consideration, excluding amounts
of existing mortgages on the realty being conveyed. Documentary
stamp taxes are paid through the purchase of documentary stamps at
the County Clerk's office; the stamps must be affixed to the
documents (in the case of stock to the stock certificate book)
prior to recordation..
CITY AND COUNTY
property Tax Taxes are levied on real and personal property.
Assessments are made at just value, (or tax value when an exemption
is applicable). Property taxes are due November 1, and become
delinquent on April 1. Discounts at the rate of 4% for November
payment, declining 1% per month until March 1, are offered..
In order to determine tax 1 iabili ty you must know the exact
location of your business, i.e. within the corporate limits of any
municipality, within any special taxing district or service area,
etc.
The table on the following page contains current applicable millage
rates.
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APPL7CABLE AD VALOREM TAXES
as of October 1990, dollars/$1000
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COUNTYWIDE
County General Fund
County Mosquito Control
County Health Department
County Capital Fund
Emergency Medical Service
(Real Estate Only)
4.3440
0.0550
0.0860
0.7810
1.0600
6.3260
School (state
School (Local
South West Florida Water
Management District
Pinellas Anclote Rvr. Basin
Pinellas County Planning
Council
Juvenile Welfare Board
Pinellas County Debt Srvc.
Law)
Board)
5.8140
2.7190
0.3700
0.1070
0.0166
0.4681
0.0140
NON-COUNTYWIDE
Municipal Servicing
Taxing Unit (MSTU)
Palm Harbor Community
Service District
Palm Harbor Fire
pinellas Suncoast Transit
Authority
Clearwater Downtown
Development Board 0.8600
pinellas Park Water Management
District 2.7500
Belleair Beach 1.8548
Belleair Bluffs 3.2000
Belleair 4.4280
Belleair Debt Service 0.1898
Belleair Shore 1.6000
Clearwater 5.1440
Dunedin 5.1440
Gulfport 4.3000
Indian Rocks Beach 2.6600
0.7890
0.5000
0.9592
0.5743
NON-COUNTYWIDE CONT.
Indian Shores
Kenneth City
Largo
Madeira Beach
North Redington Beach
Oldsmar
Pinellas Park
Redington Beach
Redington Shores
Safety Harbor
st. Petersburg
st. Petersburg Debt Srvc.
st. Petersburg Beach
Seminole
South Pasadena
Tarpon Springs
Treasure Island
DISTR7CTS
Fire
SPECIAL F7RE
Belleair Bluffs
Clearwater Fire
Dunedin Fire
East Lake Tarpon Fire
Gandy Fire
High Point Fire
Largo Fire
Lealman Fire
pinellas Park
Safety Harbor
Seminole Fire
Tarpon Springs Fire
Tierra Verde Fire
Fire
Fire
, - , . ';
,,"'10,,_. _~"""",,'......oo\:~~~.~l.i~."""""'~'~.~'
@.:",
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1.7500
3.9375
3.2200
2.3000
0.3987
4.7500
4.2000
3.7500
1.2500
3.7527
8.6517
0.9803
3.4681
2.7000
0.9400
5.2491
1.7535
1.5000
1.6820
2.0950
1.3580
4.8420
2.1410
1.7030
2.9110
1.9620
1.9780
2.3230
0.3850
0.8470
~1;~~
~.~r:
,~, '
For updates on these figures contact the pinellas County Property
Appraiser or the sponsors of this publication.
(I)
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23
CD
FEES AND LICENSES
STATE
Incorporation
organization
thereof, or
fee a filing
Article
paper relating
consolidation, or dissolution of the
based on the authorized capital stock.
(Charter)
filing any
other
fee must be paid by any
of Incorporation, Amendment
to the incorporation, merger,
organization. The fee is
Annual Filing additionally,
the time the corporation
a
annual
nominal annual
report is
fee
filed.
is
charged
at
MUNICIPAL AND COUNTY
Occupational Licenses
Depending upon the occupation engaged in and/or the location of the
business, a license to engage in business will be required.
o
~
All businesses
enterprize in Pinellas
Occupational License. If the business is located within, or
regularly engages in business within an incorporated municipality,
an annual license from the appropriate municipality(s) may also be
required. See "Contacts for Assistance" for appropriate occupation
licensing office.
or
professional
County
persons
must obtain
engaged in business
annual County
an
CONTACT:
Pinellas County Tax Collector, Occupational Licenses
813/462-3383
For certain professions, the state
obtained from the appropriate
also
regulatory
requires a license
department.
be
SOURCES OF INFORMATION AND ASSISTANCE
DEPARTMENT OF REVENUE
Office of Taxpayer Assistance
Carlton Building
Tallahassee, Florida 32399-0100
904/488-6800 or 1-800-822-9909 (Florida only)
DEPARTMENT OF PROFESSIONAL REGULATION
Old Courthouse Square Building
130 North Monroe street
Tallahassee, Florida 32399-0750
904/487-1905
.
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24
LICENSES
state Licensing Agencies
~
~
Call the above office of Department of Professional Regulation for
the location and telephone numbers of these licensing agencies.
Accountancy
Acupuncture
Architecture
Athlete Agents
Auctioneers
Barbers
Chiropractic
Clinical social Workers
Construction
Cosmetology
Dentistry
Dieticians
Electrical Contractors
Engineers
Funeral Directors, Embalmers,
& Direct Disposers
Harbor pilot
Hearing Aid Specialists
Interior Design
Land Surveyors
Department of state
Detection of Deception
Game Promotions
Private Investigative Agencies
unarmed/Armed Guards
Department of State
Division of Licensing
The Capitol #4
Tallahassee, Florida 32399-0250
904/488-5381
De~artment of Health &
Rehabilitative Services
Day Care Centers
Children, Youth & Family Program
Office
1317 Winewood Boulevard, Blvd.8
Tallahassee, Florida 32399-0700
904/488-8762 or 904/488-5881
Landscape Architecture
Marriage and Family Therapy
Massage
Medicine
Mental Health Counselors
Naturopaths
Nursing
Nursing Home Administrators
Opticianry
Optometry
osteopaths
Pharmacy
Podiatry
Psychology (Including School
Psychologists)
Real Estate Brokers/Property
Appraisers
Talent Agencies/Agents
Veterinary Medicine
~!;
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l'~i?:"
Home Health Care Agencies
Adult Congregate Living
Facilities
Offices of Licensure &
certification
2727 Mahan Drive
Tallahassee, Florida 32308
Office of Lie. 904/487-3513
Office of Cert. 904/487-2717
Exterminators
Entomology Services
Pest Control section
1217 Pearl Street
JaCksonville, Florida 32202
904/798-4612
.
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Deoartment of Insurance
Bailbondsmen &
All Insurance Co. and
Bureau of Licensing
Larson Building, Room 235
Tallahassee, Florida 32399-0300
904/488-3983
Runners
Agents
Deoartment of Banking and
Finance
Mortgage Broker
Division of Securities &
Investor Protection
The Capitol
Tallahassee, Florida 32399-0359
904/488-9805
~.';,iJ"',
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";:r",1.
Home Improvements
Retail Installment Sales
Securities Broker
Division of Finance
The Capitol
Tallahassee, Florida 32399-0350
904/487-2583
Deoartment of Aqriculture &
Consumer Services
Travel Agents
Health & Exercise Clubs
Division of Consumer Services
Mayo ,Building
Tallahassee, Florida 32399-0800
904/488-2226 or 1-800-327-3382
(in Florida)
Plant Nurseries
Bureau of Plant Inspection
Post Office Box 1269
Gainesville, Florida 32609
904/372-3505
.
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~
SPECIAL REGULATIONS
@.,<~c,
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Manufacture and Sale of Alcoholic
Beverages
Department of Business Regulation
Division of Alcoholic Beverages &
Tobacco
725 South Bronough street
Tallahassee, Florida 32399-1021
904/488-8288
Environmental Regulation and
permitting
Florida Department of Environmental
Regulation
Twin Towers Office Building
2600 Blair stone Road
Tallahassee, Florida 32399-2400
904/488-4805
Fire Equipment, Fire Protection
systems, Explosives & Fireworks
-dealers and contractors for this
type of equipment must be licensed.
Dept. of Insurance
Bureau of Exp. & Fire Equip.
Larson Building, suite 537
Tallahassee, Florida 32399-0300
904/488-4264
Freshwater Commercial Fishing
Florida residents contact the local
tax collector.
Nonresidents contact:
Game & Freshwater Fish Corn.
620 South Meridian street
Tallahassee, Florida 32399-1600
904/488-4066
Saltwater Commercial Fishing
Dept. of Natural Resources
Bureau of Marine Patrol Support
Services
3900 Commonwealth Boulevard
Tallahassee, Florida 32399-3000
904/487-3122
PUblic Food and Lodging-health
inspections and permits are required
Dept. of Business Regulation
Div. of Hotels & Restaurants
725 South Bronough Street #235
Tallahassee, Florida 32399-1012
904/488-1012
(or contact one of six district
offices located in major cities)
Liquefied Petroleum Gas -
manufacturers, dealers, installers,
dispensers of LP gas, appliances,
and equipment are required to have
permits
Department of Insurance
LP Gas Division
Larson Building, suite B31
Tallahassee, Florida 32399-0300
904/488-5776
Company Owned Truck Fleet - to
operate
Local License Tag Agency (license
trucks)
f~,1..!
'~~i;1~
Local Drivers Licensing Office for
Chauffeur's License
Out-of-state:
Fl. Dept. of Highway Safety and
Motor Vehicles
Division of Driver Licenses
Processing & Issuance
Kirkman Building
Tallahassee, Florida 32399-0575
904/488-0250
Secondhand Dealers License
(pawnbrokers, antique dealers,
thrift shops, etc.) registration.
Florida Department of Revenue
Office of Taxpayer Assistance
Carlton Building
Tallahassee, Florida 32399-0100
904/488-6800 or 1-800-872-9909
(or one of the 20 area offices
located in major cities)
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FACILITY LOCATION
pinellas County has over 65 business parks located throughout the
county suitable for most industrial and/or office uses. Most parks
offer fully developed sites with water and sewer. Some also
include rail sidings and natural gas. In addition to sites for
development, there are numerous existing industrial and office
buildings available for immediate occupancy in sizes ranging from
2,500 to over 100,000 square feet in both urban and suburban
locations.
Cost of Facilities (1990):
Office
Class "A"
Office/Show-room
Const. cost/sa. ft.
$35.00 $43.00
$18.00 - $27.00
Lease cost/sq. ft.
$12.00 - $18.50
$ 5.25 - $10.00
Industrial Shell
Masonry (Cone Block)
Pre-engineered steel
Masonry (Tilt-Up)
$16.00
$12.00
$14.00
$22.00
$16.50
- $20.50
$ 3.00 -
$ 2.50
$ 3.00 -
$ 4.25
$ 3.75
$ 3.75
1:7\
V
Assumptions:
Construction costs do not
regulatory permits or impact
location.
Office construction costs contemplate construction of a 20,000 sq.
ft. freestanding building and do not include tenant buildout costs.
Industrial construction costs contemplate a 40,000 sq. ft. shell
building of standard construction for the building type and do not
provide for electric, HVAC or office space. Office lease rates are
quoted rates and do not include lease rate concessions which can
result in a lower net effective rate. Industrial lease rates
contemplate a triple net basis with 5% office space build out.
include land, site preparation,
fees which can vary from location to
Available existinq facilities - The Pinellas Countywide Site and
Building Compendium, co-managed by the Pinellas Economic
Development Council and Pinellas County Industry Council, contains
listings and descriptions on existing available industrial and
office facilities 5,000 square feet and larger.
New and expanding businesses may access the compendium through
either of these organizations. Businesses may also contact
industrial and office developers directly or retain the services
of one of the many licensed Real Estate Brokerage firms serving the
county. There are two Realty Boards serving all areas of Pinellas
County and may be of assistance in selecting a firm with the
expertise sought.
.
Build-to-suit
relationships
quotations on
supplied upon
Both
wi th area
individual
request.
the PEDe and PCIC maintain working
developers and builders. Build-to-suit
requirements and specifications will be
,..............~'..,
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29
HAPS OF rNTEREST FOR SITE SELECTION
Flood prone area
Florida
Florida
maps are available for $1.00 from:
Resources and Environmental Analysis Center
state university
Room 361, Bellamy Building
Tallahassee, FL 32306
(904) 644-2883
Water Management, Water Quality, or Inspection general information:
u.s. Geological Survey
4710 Eisenhower Boulevard, Room B-5
Tampa, FL 33634-6381
(813) 228-2124
Aerial maps, 1" + 200' scale, for entire county,
Shopping Center Map, 1986, and
zoning maps, for unincorporated areas, are available from the:
Pinellas County Courthouse
Maps & Reproduction Department
440 Court Street
Clearwater, FL 34616
(813) 462-3475
maps produced by Pinellas County Property Appraiser'S Office:
single parcel
address, or owners
the location of the
parcels, streets,
map, $1.00. Any parcel
name is centered on a
subject parcel in
etc. The map shows
identified
B 1/2" xli"
relation to
1700' x 2200'
by parcel #,
page, showing
the adjacent
of property.
concurrency map, $ 5 . 00 .
levels of concurrency in
Pinellas
Shows
color.
all
roads
with
County
special
time to
maps, $50.00 $300.00.
these maps generated.
Allow
two
use
have
weeks
lead
approx.
Contact:
or Ms. Kim Byle
County Courthouse
Property Appraisers Office
Data Processing Section
440 Court street
Clearwater, FL 34616
(813) 462-4292
Ms. Pam Dubov
Pinellas
-~lt',/,"!>V."!.'"
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31
A,''''''
\&
SOME DEVELOPMENT CO~SIDERATIONS
(1)
Zoning Ordinances & Land Use:
Site Plan Review
Concurrency Thresholds
DRI Thresholds
Local
Local
TBRPC
& County
& County
(2)
Environmental Permits:
Air
Solid
Storm
Waste Water Management
Habitat/Trees
Waste
Water
Management
County
County
Local & County
County & state
Local & County
(3)
Building Code
County
(4)
Dredge and Fill Permit/Wetlands
Local, County & State
~~'"
,""',p,
~~):t"
(5)
Road Connection Permits
Local, County & State
(6)
Soils Tests
Developer/Purchaser
(7)
Topography
Developer/Purchaser
(8)
utilities Access
Developer/Purchaser
(9)
Covenants on Property
Developer
(10)
Sign Regulations
Local
.
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32
PERMITS. APPROVALS, & REGULATIONS
<9\,
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Each local community has a set of regulations which outline the
use, steps, procedures, permits, and fees necessary for a
development within their jurisdiction. The usual regulations,
etc., follow in probable chronological order of encounter in the
development process.
ZONING AND LAND USE REGULATIONS
Refer to the section entitled "Contacts: ci ties and County,
Building & Occupational License" to contact the appropriate zoning
department for information about a particular parcel. If a zoning
or land use change is necessary anywhere in the county, it must be
approved by the Pinellas Planning council. Some property
development processes that a commercial or industrial proj ect might
encounter in pinellas County are listed below.
Site Plan Review: All new commercial and industrial buildings
and some expansions must undergo site plan review. For a more
detailed description of site plan review requirements, contact the
planning and/or zoning department of the appropriate local
government having jurisdiction or consult with the producers of
this publication.
CONTACT:
Local Zoning or Building Dept.
~,,~\
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t~
Concurrency ( CMS) : Many projects will have to undergo the
application of concurrency if they are not vested by virtue of a
previously issued and still valid development order. This step
should occur prior to land purchase, rezoning, or site planning.
Concurrency requires that development not occur until adequate
infrastructure (water, sewer, roads, etc.) exists to serve that
development. Adequate infrastructure is established in the local
government I s comprehensive plan as approved by the state of
Florida. Refer to the CMS (Concurrency Management System) contact
in the "Contact: cities" list located at the end of this guide for
a determination.
A more definitive analysis of this subject can be found in the
"Concurrency Directory" published by the Pinellas Economic
Development Councilor by consulting with competent legal or
engineering professionals.
Local CMS or zoning Dept.
Development of Regional Impact CDRI): Only very large projects
require this review process. A development qualifies as a DRI
IIbecause of its character, magnitude, or location, would have a
substantial effect upon the health, safety, or welfare of the
ci tizens of more than one county." There are only 21 DRI IS
existinq or proposed in Pinellas County and less than ten percent
of development in Florida undergoes DRI Review. Local DRI IS
CONTACT:
e
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applications are
developer to the regional
presented by the local
planning council.
government
and
the
CONTACT:
Tampa
Bay Regional
Planning Council
ENVIRONMENTAL
PERMITS
In most instances environmental permits should
to a land purchase or construction decision
permits can not be issued.
be
in
obtained prior
the event that
Air Pollution Source Permit: To comply with the federal Clean Air
Act, state and county regulations, "any source which emits or can
reasonably be expected to emit any air pollutant shall obtain an
appropriate permit from the Department of Environmental
Regulation". This does not mean that the State requires air
pollution permits for all air pollution sources.
CONSTRUCTION PERMITS Anyone
source emitting contaminants must
starting construction. This permit
contemplating constructing a
obtain this permit prior
is valid for 1-2 years.
new
to
OPERATING PERMITS This permit is normally valid for 5 years.
Typical activities which require an air quality permit:
~..,~;;"
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.:y:~;;,.'
Crematories
Asphalt Batch Plants
Cement and Flyash Silos
Coil Coaters
Printing Presses
Boilers
Spray Paint
automotive
Open
Vapor
Sweat
Top, Conveyorized,
Degreasers
Furnaces
Power Plants (utility Boilers)
Biological (Infectious)
Incinerators
Air Curtain Incinerators
Incinerators Other (paper
other waste stream)
and
Waste
Booths
at this time}
(not
or
Under current DER District policy some sources are usually required
to obtain air pollution permits only due to citizen complaints or
other violations:
Wood Fabricators
Electro Plating operations
Fiber Glassing operations
Miscellaneous Painting operations
Paint Manufacturing
CONTACT:
Pinellas County Environmental Management
Florida Dept. of Environmental Regulation
Habitat Manaqement & Landscape Ordinance
CONTACT:
Local Jurisdiction
Pinellas County Environmental Management
.
Hazardous wastes:
Must be removed, transported and disposed of
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Anv docks
wetlands)
CONTACT:
dredqed.
excavated
or
fill
materials
(includes
Pinellas County
Pinellas County
Florida Dept. of
u.s. Army Corps
Clerk of the Court
Engineering, Coastal Mgmt.
Environmental Regulations
of Engineers
BUILDING PERMITS
All construction
as amended by
in Pinellas County meets the
the Pinellas County
The codes are: building, plumbing, mechanical,
Application for construction and a certificate of
made to the local government. In many cases the
runs concurrent with the site plan review.
is
plan
same standard code
Construction Licensing Board.
electric, and fire.
Occupancy (CO)
building review
CONTACT:
Local Building Dept.
SIGN PERMITS
Each jurisdiction has a procedure for this process.
CONTACT: Local Building Dept.
Florida Dept. of Transportation, state & federal roads
FIRE I:NSPECTION
($)"
I...:'"."s.
-''::':..' ,
All new
code.
construction is inspected for
local governments require that
inspect all commercial occupancies at least once a year
compliance with the Fire Code. Any lease or purchase
should be contingent on the building or space meeting
is no charge for inspections.
Many
conformance
the Fire
with the fire
Department
to assure
of a business
codes. There
CONTACT:
Local Building Dept.
CERTIFICATE OF OCCUPANCY
A new building nay not
certificate of occupancy
get utilities turned on and
codes. A CO is not issued
be occupied
(CO) .
to
until
without first
This certificate is
assure conpliance
all fees have been
obtaining
necessary to
with building
paid.
a
CONTACT:
Local Building Dept.
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outside
Note, some municipalities and portions of unincorporated Pinellas County
may be served by utilities of other municipalities or the County, and
rates for such service may include a surcharge. Some jurisdictions
charge a tax on utilities provided. Consult the utility in question for
precise rate structure. (See Contacts for Assistance section.)
utility
Rate
Pinellas County
462-4714
water
monthly
$1.46/1000 gallons plus $4.00 bi-
billing charge
sewer - (Rates quoted for commercial & light
industrial. Effluent with excessive strength
will be subject to additional charge.)
$2.34/1000 gals of water used. ($13.67
minimum charge per month. $0.76 bi-monthly
billing charge added to each bill.)
city of st. petersburg
893-7341
water $1.07)1000 gals plus basic charge
(basic charge based on meter size)
5)8" X 3/411 meter = $3.66, 1"= $8.20,
1.5"= $17.51 2"=$30.54 3"=$67.78
12"= $1,073.17
plus 10% tax within city limits
sewer - $1.36/1000 gals water used plus basic
charge. 5/8" X 3/4" water meter = $3.71,
111= $8.69, 1.5"= $18.91 2"=$33.21 3"=$74.07
......12" = $1,177.38
Qif)", ,
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Rates for water
city limits are
and
125%
sewer service
of city rates.
city of Clearwater
462-6600
water - Sliding scale based on units of water
used and size of meter. (unit=750
5/811 1" 1.5" 2"
0-04 0-09 0-134 0-311
5-12 10-55 135-188 312-459
>12 >55 >188 >459
$1.19
$1.44
$1.71
gals)
3"
0-480
481-635
>635
Portions of city of Largo
Clearwater utility add 25%
unincorporated County served by
utility add 25% surcharge.
served by
surcharge.
Clearwater
sewer $1.95/750 gallons water used-quote
as of 09/13/90, $2.08)750 gallons (proposed
for next year)
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City of Tarpon springs
942-5609
water - $2.23/1000 gals up to 15,000 gals per
month. $2.33/1000 gals for all amounts over
15,000 gals. (4,000 gal minimum)
sewer - $2.12/1000 gals up to 15,000 gals of
water used per month. $2.22/1000 gals, for
all amounts over 15,000 gals.
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City of Safety Harbor
726-0780
water
sewer
$.182/100 gallons
80% of water bill
City of Pinellas Park
541-0711
water - Inside city Limits; $2.41/1000 gals,
outside ci tv Limi ts; $3.0125/1000 gals (3,000
gal minimum)
sewer - Inside city Limits; $2.75/1000 gals,
outside City Limits; $3.4375/1000. (based on
amount of water used) .
city of Oldsmar
855-5257
water - $1.58/1000 gals
sewer $11.75 1st 2000 gals,
additional 1000 gals. (based
water used)
$2.98 each
on amount of
City of Dunedin
738-1839
water
sewer
$1.66/1000 gallons
$1.96/1000 gallons water used
City of Largo
587-6761
water - water provided to portions of city
by pinellas County at prevailing County
rates. For other portions of city served
by City of Clearwater, consult Clearwater
listing for rates.
sewer - Inside citv limits; Base rate=$9.00
per business unit served plus $1.16/1000 gals
water used. outside city limits; Base
rate=$13.50 plus $1.34/1000 gals water used.
(billed by County) .
~~;
Most of Pinellas County is served by Florida Power Corporation with the
exception of the Oldsmar area which is served by Tampa Electric Company.
Both utilities are investor owned and provide several programs to suit
business and industry needs. A map of the service boundaries of each
utility is included in the following pages.
Florida Power corporation
Florida Power corporation offers commercial and industrial customers
three categories of rate schedules, depending on service requirements -
General Service, Curtailable Service and Interruptible Service. within
each of these categories are standard rate schedules depending on the
level of a customer's maximum demand, and optional Time of Use (TOU)
rate schedules, offering an incentive to customers to shift as much of
their consumption as possible to offpeak periods of the day.
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Several other less commonly used rate
specified applications. These include
Lighting (OL-l), Standby Service (SS-I, SS-2, &
Service (TS-l). In addition, a Load Management
General Service customers.
schedules also are offered for
street Lighting (SL-l), outdoor
SS-3) and Temporary
rate is available to
For specific rate quotations, the Economic Development Division of
Florida Power Corporation will be glad to provide assistance. See
"Contacts for Assistance" for telephone and address.
Tampa Electric Company
Tampa Electric
commercial and
the customer to
load required.
Company provides a variety of rate schedules to its
industrial customers. Company representatives work with
determine the best rate based on the maximum electrical
Several rate options are available that may enable the user to achieve
signif icant cost savings. As an example, a Time of Day rate is
available to customers who can shift much of their energy usage to
offpeak periods. The Load Management program pays the customer monthly
bill credits in return for the ability to cycle certain electrical
equipment on and off during peak times.
GS}:"\'I;
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The Company has a toll free number for specific rate information:
1-800-282-4667.
NATURAL GAS
Natural gas is available to most industrially and commercially zoned
areas of pinellas County. Service is provided by two distributors.
Peoples Gas System serves customers in south Pinellas County and the
City of Clearwater serves North Pinellas customers within and outside
its corporate boundaries through its gas utility, the Clearwater Gas
System. Service areas for each utility are included on the maps on the
following pages.
Peoples Gas System (894-2560)
CUSTOMER CHARGE PER THERM RATE
RESIDENTIAL $ 6.00/MONTH 0.50236
COMMERCIAL $ 16.00/MONTH 0.47492
10,000 Therms or Less/yr
COMMERCIAL & INDUSTRIAL $ 25.00/MONTH 0.44260
More than 10,000 therms/yr
INTERRUPTIBLE SERVICE $ lOO.OO/MONTH 0.36992
365,000 Therms or Less/yr
. LARGE VOLUME INTERRUPTIBLE $ 225.00/MONTH 0.33872
More than 365,000 therm/yr
PROPANE RATES given based on volume upon request.
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county
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AREAS 2-78
RETAIL SERVICE
rev. 2-79
rev. 9-83
rev. 9 -86
service areas do not
necessarily conform to
municipal boundaries.
Consult with the
appropriate utility
for precise determina-
tion of service
provider.
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UNSHADED INDICATES
PINEI.LAS COUNTY
'. SERVICE AREA
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Electrio Power service
Shaded area is served
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served by Plorida
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RECRUITING EMPLOYEES
JOB SERVICE OF FLORIDA
This office
Florida
is
Department
state employment service under the
and Employme!lt Security. They are
prepared to provide personnel to assist 1n employee recruitment
either at the Job Service office or any location of the employer's
pre ference. They will prescreen according to the employer's
criteria, test, and determine the eligibility for financial
incentives of job applicants. At the employer's request, job
orders can be advertised statewide or nationwide.
the Florida
of Labor
Clearwater
2312 Gulf to Bay Blvd.
Clearwater, FL 34625
797-5151
Pinellas Park
5100 78th Avenue, N.
Pinellas Park 34665-2417
570-5018
@"""
)'.:.......;
....~ .
st. Petersburg
525 Mirror Lake
st. Petersburg 33701
893-2255
WORKFORCE
is the local
Training Partnership
provide recruiting and
youth and adults and
barriers. Refer to the
Workforce
administering the
Act (JTPA) programs. The JTPA programs
job training to economically disadvantaged
others who face significant employment
adjacent section on "Training Employees".
federal
Job
agency
ACCESS
This is a state clearing house that gives dates and descriptions
of Florida's secondary education programs.
ACCESS
Department of Education
Bureau of Career Development
Florida Education Center
325 West Gaines
Tallahassee, FL 32399-0400
904/488-9499
1/800/342-9271, Florida calls only
.
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46
TRAINING EMPLOYEES
INDUSTRY SERVICES TRAINING PROGRAMS
The Industry Services Training Program provides customized training
of employees for new, expanding, and diversifying industries in the
state. In addition to training at vocational-technical centers,
community colleges, or departments of comprehensive high schools,
on-site training is also available. For more information contact:
Mr. Bill Swayles
Pinellas County Schools, V.T.A.E.
205 4th street Southwest
Largo, FL 34640
585-9951 ext. 297
WORKFORCE
Workforce is the local agency administering the federal Job
Training partnership Act (JTPA). They provide employee recruiting,
job training and related assistance to economically disadvantaged
individuals and others facing significant economic barriers who are
in special need of such training to obtain productive employment.
Training programs are administered by the state. These activities
are planned and carried out through a partnership between the
private sector and government at state and local levels. The 24
local Private Industry Councils (PICs) located throughout the state
coordinate the pUblic/private sectors. Funds are allocated to
Service Delivery Areas (SDAs) on a formula basis. A percentage of
the state grant is allocated to SDAs, which may be used for
administration and training purposes and incentive goals for SDAs.
Local PICs coordinate these pUblic/private endeavors and can
reimburse employers up to 50 percent of wages during job training.
For more information contact:
Ms. Sally Snyder
Business and Industry Employment
and Development Council (Workforce)
1245 North Hercules
Clearwater, FL 34625
554-4511
SUNSHINE STATE SKILLS PROGRAM
to establ ish
employers who
new, expanding, or
state has appropriated
matched by industry with cash,
Training programs include mechanical
secretarial/clerical/work processing,
The Sunshine State Skills Program provides grants
training partnerships between community colleges and
have specific training needs for employees in
diversifying businesses in Florida. The
funds for training grants to be
equipment or facility use.
assembly, computer training,
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47
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basic electricity , critical-care nursing, marketing, and managerial
skills.
Dr. Esther Oliver
Dean of Open Campus
st. Petersburg Junior College
P. o. Box 13487
st. Petersburg, FL 33733
341-3284
CENTERS OF ELECTRONIC
SPECIALIZATION
EMPHASIS
AND
CENTERS
OF
ELECTRONIC
Teh Centers of
Specialization
of Electronic
are pUblic/private partnerships with industry to
supply skilled employees for high technology industries. They are
sited at various locations around the state. The Pinellas County
Centers are at two technical education centers.
Electronic
Emphasis
and
Centers
Clearwater
st. Petersburg
531-3531
327-3671
FLORIDA ENGINEERING EDUCATION DELIVERY SYSTEM (FEEDS)
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The Florida Engineering Education Delivery System is a network of
off-campus engineering programs for graduate-level education
through eight centers around the State. The FEEDS plan has been
developed in response to the needs of engineering graduates working
in industry for access to quality graduate programs and extended
studies in engineering.
Dr. Andrew Barrett
FEEDS Coordinator
College of Engineering
University of South Florida
Tampa, Fl 33620
813/974-2581
APPRENTICESHIP PROGRAM
The Apprenticeship Program provides assistance in developing
implementing apprenticeship programs of 1-6 year duration.
programs are tailored to the needs of the employer and
instructors typically come from the industry sector.
and
The
the
fit
Mr. Felix Gordillo
Department of Labor and Employment Security
Bureau of Apprenticeship
1313 North Tampa street, #513
Tampa, FL 33602
813/272-3980
_.~.
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st. Petersburg Junior college
st. Petersburg Campus
6605 5th Avenue North
st. Petersburg, FL 33710
(813) 341-3600
Corporate Training Center
100 Carillon Parkway, #190
st. Petersburg, FL 33716
(813) 573-1123
The st. Petersburg Junior College offers a two year program at the
main campus and at extension campuses in Clearwater, Tarpon
Springs, and Pinellas Park. SPJC' s Corporate Training Ce.nter
offers training programs for business and industry areas including
computer and microcomputer applications, management skills, and
clerical functions. On-site courses and seminars are custom
designed to meet specific corporate needs.
stetson university, College of Law
1401 61st Street South
st. Petersburg, FL 33707
(813) 345-1300
stetson's College of Law,
has a total enrollment
program resulting in a
full-time law students
The law school
degree.
for
of 600.
JD/MBA
only,
offers a three year
~."..,
"",'!.->
~~ ":..t.~.
university of South Florida
Main Campus
4202 East Fowler Avenue
Tampa, FL 33620
(813) 974-2011
st.
140
Petersburg Campus
7th Avenue South
st. Petersburg, FL 33701
(813) 893-9536
USF has a four year
that includes a medical school.
The colleges represented on
and sciences, (criminology,
psychology, sociology),
and a graduate program
30,000 students attend USF.
campus are: marine science, arts
history, political science,
education, engineering
technology, and nursing. Also, USF is the regional center for the
Florida Engineering Education Delivery System (FEEDS) that provides
graduate level engineering programs. Refer to the section in this
chapter on "Training Employees" about the FEEDS program.
undergraduate program
Over
this
geography,
business,
----
49
,
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50
LAW
~
~
UNEMPLO~MENT COMPE~SATION
Employers are subject to the Florida Unemployment compensation Act
at least one employee for any portion of a day
calendar weeks in a year (not necessarily
is liable for the Federal Unemployment Tax as a
employment in another state. These employers must pay
$7,000 of wages per worker per year.
if they have paid
in 20 different
consecutive), or
result of
taxes on the first
Each employer is required
following percentages
to pay contributions
of wages paid by him.
equal
to
the
(1) A new employer ~ust pay at the rate of 2.7 percent until his
account has been chargeable with benefits for eight calendar
quarters, which will take ten quarters of reporting. His
account will be rated again when he has twelve chargeable
quarters. After that, the account will be rated annually.
(2)
After an employer I s account is rated, his contribution is
determined by the experience rating provision of the Law. The
assigned rate can vary each year according to employment
experience. The ~aximum rate of 4.5 percent is fixed by law.
I!~
!!Ji'~:'
'''\7~
(3)
A successor e~ployer has the option of keeping his own tax
rate or electing to have the predecessor employer's tax rate
merged in with his tax rate, or if the successor employer was
not in business previously, the option of taking the
predecessor employer's rate or a new employer's rate.
Benefits - At
half of the
$150.
benefit
weekly wages,
amount is
but
present the weekly
individuals average
equal to
not more
one-
than
You must file form 6CS-1 with the state to determine if your
business is liable for unemployment compensation taxes and to apply
for a state unemployment compensation tax number.
If you are liable for unemployment tax payments use form UCT-65
(unemployment compensation tax return) to report and pay quarterly
employers' unemployment compensation tax.
Apply for forms and pay taxes to:
Department of Labor & Employment security
Division of Unemployment Compensation
Room 308, Coldwell Building
Tallahassee, FL 32399-0214
(904) 488-5850
.
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51
WORKERS COMPENSATION
Under Florida law,
domestic servants in
professional athletes,
to provide coverage.
determined by applying a
to the employer's annual payroll.
Insurance Commissioner according to the type
There are no waivers under the Florida Law.
employers with three or more employees (except:
employees,
and some agricultural laborers) are required
Worker's Compensation is
the particular industry
rate is set by the state
of business involved.
private
homes,
railroad
The premium for
hazard rate for
This
Employers are required to file
actual knowledge of the injury.
to file accident reports.
report of
There
injury within 7
are penalties for
days of
failure
The weekly compensation rate under the Florida Law is sixty-six and
employee's average weekly wage
state's average weekly wage.
two-thirds percent or two-thirds the
subject to a maximum of 100% of the
For information call:
~H;:>',
~.~S"),.,<~~
,..
Department of Labor and Employment Security
Division of Worker's Compensation
Bureau of Compliance
2728 Centerview Drive
Firrest Building, suite 100
Tallahassee, FL 32399-0663
(904) 488-2713
-....~.......
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its U.S.
Commercial service global network including the Clearwater
Office, serves the export trade community, especially
manufacturers, in all aspects of exporting. Some of the programs
and services are: help in finding the best markets for
products/services, providing product or country specific foreign
market research, providing information on standards, duties, taxes
and export documentation requirements. Finding qualified agents,
distributors, licensees, joint venture partners, conducting
"matchmaker" trade missions overseas, participating in
international trade fairs, conducting commercial background
profiles on foreign companies, collecting qualified foreign trade
leads, and offering low cost international advertising to small
firms.
Commerce
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,,!f t ' . ... c^ J ,~11'(. '.. ~'h"',t. 11, 1\' "'s ., ..
f.~'< i....~,yr.."'..., ~~';;,.:~~'f,' "::~'l' ;:,~':\.. ....', -' . ,,'
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iPN>r:.:\~ ;}' ~.)..~ :~~~:~! i,:~.,; ~:,:'1~ .~~"l:"~. ~.', l~':' .:,; .-
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53
o
INTERNATIONAL ASSISTANCE
Mr. William M. Castoro, Executive
Pinellas county Industry council
2200 Tall pines Drive, suite 100
Largo, FL 34641
539-0200
Director
FAX:
535-8336
A reciprocal office agreement has
investments, technology transfer, and
pinellas County and Haarlem, Holland. Local companies who wish
to enter the European market can use the services of these offices.
been arranged for trade,
reverse investments between
Mr. George Martinez, Trade Specialist
U.S. Department of Commerce
128 North Osceola Avenue
Clearwater, FL 34618
461-0011 FAX: 449-2889
The
u.s.
Department
of
through
and
Foreign
Branch
Mr. Cliff
Tampa Bay
P. O. Box
Topping, Executive
International
420
Tampa, FL 33601
813/228-7777 FAX: 813/223-7899
Director
Trade council
The Tampa Bay International Trade Council
private/public sector businesses and
international economic development.
is an association of
agencies promoting
~~,
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54
Mr. Thomas Slattery
Florida Department of Commerce
Division of Int'l Trade and Development
107 West Gaines street
Tallahassee, FL 32399-2000
904/488-5280 FAX: 904/487-1407
Division of International Trade
to export financing programs,
catalogue shows, and reverse
The division maintains a trade leads computer program
businesses with names of potential buyers,
and representatives from abroad. Leads are
overseas offices, advertising, listings in trade
participation in trade events. These are
through the Bureau and mailed directly to Florida firms
the request. For more information contact:
The Florida Department of Commerce,
and Development, provides access
export promotion, trade missions,
investment.
that provides Florida
distributors/agents,
obtained from
directories,
processed
which match
and
INTERNATIONAL EDUCATION
Dr. Esther E. Oliver
Dean, Open Campus
st. Petersburg Junior College
8580 66th Street, N.
Pinellas Park, FL 34665
341-3322
The st. Petersburg
education
training for
transactions.
teleconferences and
arranged for groups
Junior College
in Pinellas to
businessperson commencing
offer credit courses, non credit
seminars. Typically, tailored
of 15 students.
secondary
is the only
provide
institute
the
They
post
ongoing practical
international
workshops,
classes can be
Dr. Arie Beenhakker, Director
College of Business Administration
University of South Florida
4202 East Fowler Avenue
Tampa, FL 33620
813/974-2081
The Center for
Florida enhances
and information
International Business
international trade
dissemination.
University
education,
at the
through
of South
research
.~,....;-....,;...~-
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,,~, t:.tt::': {i,:'.: Iol..~, ~ ~~;; '. -.,. : .~:j,;;.~.:fP~,~,'l:,t~.:.',':"," ',',~;',~,::,~;,~~~,~,~,{'~~',~::',. '~"~.'~~,):1:~~ 1~;,.),\,~,!,'<l~"; :'i':",~~,~,',:f, .:...
'.," , . ..,.~.<,,:l'.~).ti:!f~;t::::~:t:!::;~~~~';\~i;~:';":;;:."l';~~~!i~~~~~~~~~
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55
;'8
'0
Dr. Joe
Dr. Hal
Eckard Colleqa
P. O. Box 33005
st. Petersburg,
864-8339
Bearson,
Serrie,
Professor
Professor of
of Marketing
Anthropology
FL 33733
The comparative
cross cultural
consultations. They
marketing, business,
cultures
training
Department of
for the local
also provide credit classes
languages and anthropology.
Eckerd
provides
businessperson through
in international
College
Prof. W. Gary Vause
stetson university, college of Law
1401 61st street, s.
st. Petersburg, FL 33707
345-1121
They conduct seminars and conferences
business; promote exchange programs
businessmen, professors and
for
students.
on international law and
international lawyers,
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CERTIFICATES OF ORIGrN
Most
accompany
exporters are required
a shipment. The
countries in addition to
of product origin. The
for
nation
to obtain a certificate of origin to
certificate is a form required by some
a commercial invoice to verify the country
reason for such certificates is generally
the determination of whether goods should receive most favored
treatment in regard to import duties.
Only chambers of commerce
Contact your preferred
can
chamber to see if
countersign these certificates.
they provide this service.
- .---....
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"
56
INTERNATIONAL RESOURCE PUBLICATIONS
"Basic
U.s. Govt.
bookstore.
Guide to Exporting", Published
Printing Of c., 1986, $8.50.
by u.s. Dept. of Commerce,
*Can be purchased at the GPO
"Importing Into
Customs Service,
the u.s.
$4.50.
", Published by the
*Can be purchased @
u.s. Treasury,
GPO bookstore.
u.s.
PERIODICALS:
"Business America",
Published by
$40.00. *Can be
(the biweekly magazine
U. S . Dept of Commerce,
purchased at the GPO
of international
u.s. Govt. Printing
bookstore.
trade)
Ofc. ,
"International
Chronicle
Miami, FL
Business Chronicle",
PUblications, Inc., 4770
305/573-9440
Published biweekly by Business
Biscayne Blvd., Penthouse G,
33137,
"International Roundtable",
P. O. Box 1056, Seffner, FL
year.
PUblished monthly by C.W. Thomae,
33586-1056, 813/681-3105,
Inc. ,
$25.00 per
*U.S. Government Printing Office Bookstore
P. O. Box 35089
Jacksonville, FL 32202
904/791-3801
(.'
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, ,.... ......., oy,,\.J ,<, , ~ ... I ~ '{':O'" r" 'Ii.. < ,.......;.-, '.,. if'l" .'11). ~. ' ':~:;"',i,,,.,'l",,}.,:,~ . ~'~~':~~!',~, ,,,,':~~i',~;;~~\t,:k~;.:i,:~~!.~~.,l,\.~,_t}-r-,I,,,.!,I,~:,;",:~,.~,,~,~:;,,'-,,::,:,',1,''',i+,~,",:'',,:,f;,)~~.~;~~{,~,,:,lt~/' ;f;,~",\~~,"~~A:~',(,~.:;','."~.,:,:~':,':'~:, "'~"','"'.~'"",':~;"'-t:~",~,'",,,,.'~;,~:'.~, !!,_,:",~,~.\:~,'\,~,C",~'~,\~," :r;~..>", :'~~('~".',',:",r_: \,',"',;,~"""',;,;")W."P-,~,~~~,.~,',,,~~,i,~,:~,,,,':,.;.~,:;',..~",r.~/!'~,f".,.~:"~,,~.-:::,.~.:,{.,,,""t,..~."",':,','",',.;'ti:,
':';"~':':"i~~:;,:~<,;<\,":il.,t."}"<"f,:;",./-<~,!f;,;j}'1; : " _' . _ ,~ ~' . ~ , .'.. . _ " '
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FINANCIAL SERVICES
u.s. Export-Import Bank
811 Vermont Avenue, NW
Washington, D.C. 20571
1/800/424-5201
(Responsible to aiding
through a variety of
the export
loan, guaranty
of
and
U.s.
insurance
goods and serv ices
programs. )
Aqenc:y
Dept. of
for International
state Bldg.
320 21st st., NW
Washington, D.C.
202/875-1551
(Offers exporters
services supplied
by AID.)
Development
20523
opportunities to
to foreign countries
compete in the sale
under loans and
of goods or
grants made
IMMIGRATION AND NATURALIZATION SERVICE
Mr. James
5509
Minton,
Gray street,
Tampa, FL 33609
813/228-2165
orc
suite 113
~
~
INSURANCE
SERVICES
Foreiqn Credit Insurance
80 SW Eighth st.,
Miami, FL 33130
305/372-8540
(A quasi-govt. assoc.,of
of the EXIM Bank. Offers
protection for first time
ste
Assoc:.
1800
insurance companies that
policies for enhanced
exporters. )
acts as an
commercial
arm
risk
Overseas Private Investment corp.
1615 M street NW
Washington, D.C.
1/800/424-6742
(Insures against confiscation
abroad. Promotes economic
providing investment advice.)
20527
or expropriation of U.s.
growth in developing
investment
countr ies by
.
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"~'?!;:~:;<;;:i(;~;~';~;:~'-7>'~'!fr'(:":'~~f.r:';i:(' V~?'&~~t;::\~~r.70' ,,;t-~~~'~:;~~c~1~;~t;':~~~~'t~t~~i{!f~~lfM1~~~:f':~~:'~;'~i':'~~~t,~,
>:~~Y~l..;l:..: };;".~'...:
.'j ,.,-....'!f.~t~4";..~"v ~Jtd~f~M~~::l~lll(
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58
u.s. CUSTOMS
~
~
Ms. Dianne Zwizker
District Director
301 South Ashley
Tampa, FL 33602
813/228-2381
Airport Customs:
813/228-2611,
813/636-7311, st.
Tampa International Airport
Petersburg/Clearwater Airport
Seaport Customs:
813/228-2385
u.s. DEPT. OF AGRICULTURE
(Quarantine)
Mr. George Forcht,
700 Twiggs Street,
Tampa, FL 33602
813/228-2121
OIC
RM 504
INTERNATIONAL TRANSPORTATION
SEAPORTS
Mr. Joseph Valenti, Port Director
Tampa Port Authority
P. O. Box 2192
Tampa, FL 33601
813/248-1924
Th~
Port Authority is the
seventh largest port in the United States,
service U.S. port to the Panama Canal.
cargo, general cargo (containerized),
Tampa
largest port in Florida,
and is the closest
The port accommodates
and the cruise trade.
the
full
bulk
Mr. Claude McGavic,
Manatee County Port
Route l/Tampa Bay
Palmetto, FL 34221
813/722-6621
Port Director
Authority
The Manatee Port
They handle both
(ro/ro).
Authority is the third
containerized general cargo
largest port in Florida.
and rOll-on/roll-off
.
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59
()
Mr.
st.
107
Timothy Travis,
petersburg Port
8th Avenue, SE
st. Petersburg, FL
893-7654
Port Director
Management
33701
This port should again be operational in January 1991.
AIRPORTS
Mr. George Bean,
Tampa International
P. o. Box 22287
Tampa, FL 33622
813/870-8700
Executive Director
Airport
Cargo carriers
The airport is
direct flights
destinations.
are Federal Express.
served by 24 airlines
to 65 U.S. cities and
Emerv
that
several
Worldwide and Airborne.
offer non-stop and
foreign
"4~~~\
Mr. James Howes, Airport Director
st. Petersburg/Clearwater International Airport
Administration Building, suite 221
Clearwater, FL 34622
531-1451
Customs Port Director: Mr. Joseph Birnbaum, 536-7311
The cargo carrier is UPS. There are no scheduled airline flights.
.
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61
A
V
STARTING A NEW BUSINESS
Much of the information included of this
business development guide useful to new
businesses or entrepreneurs business.
This section is designed specifically to assist the start-up
business venture in the evaluation and implementation procedure.
in the
will also
considering
other sections
be very
starting a new
Develop Your Business Plan
No matter what the business or its degree of complexity,
business person needs a comprehensive plan to translate his or
vision into a working operation. A business plan should be
developed before starting a business. Its purpose is to ensure
thoroughness and objectivity in analyzing all the factors that will
impact on the potential for success of the business and just as
importantly, serve as a concise working document to be used in
convincing investors and financial institutions to provide
financing for your business.
the
her
An outline of a model business plan follows as well as a check list
of questions to assist in developing the plan.
outline of a model business plan
,~
V
(1) Cover letter or summary statement
a. Business description: name, location, product, years in
business (if any) .
b. Business goals: short range (profit) and long range
(expansion and growth).
c. Loan requested: total cost of new venture or expansion,
percent of total needed to borrow, terms and interest
rate desired.
d. Return on investment: net effective cash flow return per
year over total investment.
e. Equity structure: total ownership (equity investment)
divided by total capitalization (total assets). A one-
to-one ratio or a 50 percent equity is desirable.
(2) Uses and sources of funds
a. List uses or costs: land" building, equipment, and
current operating costs for first two to six months.
b. List sources of funding: projected amount of total
capital to be received from local bank, SBA, or venture
capitalists, investment of cash and assets of major
investors, and amounts invested by limited partners or
stock investors.
(3) Personal information
a. Personal resumes of all major investors or owners.
b. Pe~sonal average monthly budget of all owners. (List
source of personal income, and typical monthly expenses. )
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62
c.
Current (within 60
List current value
debts.
Copies of income tax
three years.
days) balance sheet for each owner.
of all personal assets and personal
<fI)' .'
\~l~::
"t..~,~
d.
returns
(Form
1040)
for the
past
(4) Management team
a. Copy of legal form of ownership (articles of partnership,
corporation charter, etc.)
b. Brief resumes and job description of key personnel:
background, skills, duties.
c. An organizational chart of the business.
(5) Legal documents
a. Lease agreements or purchase agreement.
b. Franchise agreements, if any.
c. Plans, specifications, cost breakdowns (if a building
proj ect) .
d. Business life insurance policy summary.
e. Buy-sell agreements (insurance).
f. Copies of licenses, zon ing changes, fictitious trade
name.
g. Current credit report on owners from local credit bureau.
(6) Market analysis - total projectod sales for the next three
years based on:
a. Customers--group by common identifiable characteristics.
Who are they? Are they influenced by price, quality,
service, personalities?
Market size--stato size of total market
dollars; state portion of region and
this business.
Competition--assess strengths and weaknesses
competitive products and services; describe how
business will havo an advantage over competition
meeting special local noeds.
Future trends--whother ascending, descending, or static
demands, and degree of change.
.
b.
in both units and
local market for
c.
of
new
in
d.
(7) Product or service
a. Give physical doscription of product and service--how
different from competition.
b. A brief development history of product, including patents
and copyrights.
c. List vendor and source suppliers.
(8) Physical plant
a. Map of area and site location.
b. Building layout showing product or customer flow.
(9) Manufacturing process (if applicable)
a. Raw materials, component parts, goods in process.
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b.
Methods used in process.
(10) Marketing strategy
a. Describe general marketing philosophy.
b. state product features
c. state method of prospecting for customers.
d. Pricing and credit pOlicies--relationship of turnover and
margin.
e. Distribution policies--direct, wholesale, or mail;
salesmen commission structure.
f. Promotion methods to be used--media, approaches, logo or
trademark.
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(11) Financial feasibility
a. A brief, five year financial history, if existing
business.
b. Financial pro forma statements:
-cash flow statement--first year by months, and annual
for next two years.
-income statement--for each of the first three years.
-balance sheet--for opening day and end of the first and
second years.
c. Key business ratios--opening day and end of first year.
d. Break-even chart
e. Anticipated major capital investments within the first
three years.
f. A capitalization statement of worth of business based on
net income rate of return.
Source:
Business
stanley R. Sondero,
PUblications, Inc.,
Small Business Manaqement Principles,
Plano, Texas, 1985.
Check list tor development of a Business Plan
NATURE OF PRODUCT OR SERVICE
Define exactly what business you are in.
What does your product or service do for your customers?
What doesn't it do?
What distinguishes your product from others?
What should it do later, but doesn't now?
Should product parts be manufactured or purchased?
MARKETS
.
What do you buy? What do you sell?
Is there evidence of a need for the product or service?
What comprises the market (age, income, geographical area, sex,
occupation, etc.)?
What are target consumers' buying habits?
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claims against the business?
What will happen to the business if you are incapacitated?
EMPLOYMENT
to hire someone
how to find
Do you need
Do you know
schools?)?
What duties and responsibilities will
What skills, experience, characteristics
Do your wages meet the local
retain competent employees?
What training will you need to do?
and written procedures?
What rules do you need, and do you have
employee?
Are you familiar with the
minimum wages, overtime,
conditions?
Have you met all
compensation,
Are you aware
to help you?
someone (employment
service?
ads?
they have?
should they have?
rate for similar work, and will
they
Do you
have
a training plan
written copy
for each
a
federal and
child labor,
state regulations on
or other employment
the requirements for payroll
unemployment compensation?
of employee relations laws?
taxes,
workers'
TAXES
,Q
\JJi!Y
Federal and state income taxes?
What is the investment tax credit?
How and when do you file?
What employment taxes are involved?
What about unemployment taxes?
What about excise taxes, sales and use taxes, property taxes, and
inventory taxes?
What about impact fees?
REGULATIONS
What federal regulations apply?
corporation filing requirements?
state, county, and city licenses?
What zoning laws, building codes and health, fire, and police
standards apply?
What are the norms of the community?
FINANCING
What net income per year do you expect to get from your business?
Can you live on this? How much can you put back in the business
to help it grow?
Do you need additional
How and to whom do you apply
What about government loans?
How will you handle cash flow problems if sales don't cover
capital?
for
For what?
a business
When?
loan?
From whom?
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67
business?
What image do
How will you identify
Who is your market,
market?
How often do
What message
you want for your business?
your business site?
and what medium or media
will
reach the
you advertise, and how much
should reach your potential
shall be spent?
customers?
Form of business organization
One of the most important decisions you will make is whether to set
up the business as a(n) (1) Sole Proprietorship, (2) Partnership,
(3) Corporation, or (4) S Corporation. A comparison of the
advantages and disadvantages of the four major forms of business
organization follows.
The Forminq of a Business Orqanization Depends On:
~
~
1. Legal restrictions.
2. Kind of business operation.
3. Need for capital.
4. Tax advantages or disadvantages.
5. Liabilities assumed.
6. Intended division of earnings.
7. Number of people associated in venture.
8. Endurance of the business.
Sole proprietorship This is the least costly way of
business. You can form a sole proprietorship by finding
and opening the door for business. There are the usual
registering your business name and for legal work in
zoning restrictions and obtaining necessary licenses. Attorneys'
fees for starting your business will be less than for the other
forms because less preparation of documents is required.
starting a
a location
fees for
changing
Advantages
Disadvantaqes
-Easiest to get started.
-Greatest freedom of action.
-Maximum authority.
-Income tax advantages in very
small firms.
-Social security advantages to
owner.
-Unlimited
-Death or
business.
-Growth limited
-energies.
-Personal affairs
with business.
liability
illness
of owner.
endanger
to
personal
easily mixed
.
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68
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partnership You can form a partnership simply by an oral
agreement between two or more persons, but a legal partnership
agreement is recommended. Legal fees for drawing a partner;:;hip
agreement are higher than those for a sole proprietorship, but Jnay
be lower than incorporating. However, you would be wise to consult
an attorney to have a partnership agreement drawn up to help
resolve future disputes.
A Partnership Agreement Should Include the Followinq:
1. Type of business.
2. Amount invested by each partner.
3. Division of profit or loss.
4. compensation for each partner.
5. Distribution of assets on dissolution.
6. Duration of partnership.
7. provisions for dissolving.
8. provisions for withdrawals or admission of additional partners.
9. Dispute settlement clause.
10. Restrictions of authority
11. Settlement in case of death
expenditures.
or incapacitation.
Advantaqes
Disadvantaqes
-Two heads better than one.
-Additional sources of venture
capital.
-Better credit rating than
corporation of similar size.
-Death, withdrawal or
bankruptcy of one partner.
-Difficult to get rid of bad
partner.
-Hazy line of authority.
-Growth inhibited.
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corporation You can incorporate without an attorney, but you
would be unwise to do so. You may think a small family corporation
does not need an attorney, but an attorney can save members of a
family corporation from hard feelings and family squabbles.
Attorneys' fees may run high if organization problems are complex.
The corporate form is usually the most costly to organize.
Advantages
Disadvantaqes
-Limited liability for
stockholders.
-continuity.
-Transfer of shares.
-Change in ownership need not
affect management.
-Easier to raise capital
-Heavier taxes.
-Power limited by charter.
-Less freedom of activity.
-Much legal formality.
-Expensive to launch.
.
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69
S corporation
shareholders to
and report it
corporation is
eliminating the double
Aside from being treated
the S corporation and
pros and cons, with a
(formerly known as Subchapter S)
absorb all corporate income
individual taxpayers.
affected by corporate
taxation feature of
as a partnership
standard corporation
few exceptions.
as
not
provisions allow
or losses as partners
In essence, the S
income taxes, thereby
standard corporations.
from a tax standpoint,
share most of the some
The Corporation must meet
corporation alternative
certain requirements
becomes feasible.
before
the
s
Thev
are:
1. The corporation must be a domestic entity (incorporated
the United states) .
The corporation can only
Only individuals or estates
The corporation cannot be
There is a maximum number of
The corporation cannot have
20% or more of its revenue must be domestically
8. Dividends, interests, royalties,
securities transactions cannot account
revenues.
within
2.
3.
4.
5
6.
7 .
have one
can be
part of another
shareholders allowed.
any nonresident
class of stock.
shareholders.
organization.
rents,
for more
alien shareholders.
generated.
annuities,
than 20% of
and
total
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CONTACTS FOR ASSISTANCE
COUNTYWIDE ECONOMIC DEVELOPMENT ORGANIZATIONS
Pinellas Economic
13770 58th street
Clearwater, FL
(813) 535-3630
North,
34620
Development Council
Suite 316
Pinellas County
2200 Tall Pines
Largo, FL 34641
(813) 539-0200
Industry Council
Drive, Suite 100
Florida Power Corporation
Department of Economic Development
P.o. Box 14042, H2N
St. Petersburg, FL 33733
(813) 866-4354
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72
STARTING A BUSINESS
@j",,;:,.
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Dun and Bradstreet
6200 Courtney Campbell Causeway
Tampa, FL 33630
(8l3) 870-0700
Dun and Bradstreet provide many
entitled "Cost of Doing Business".
brochures, contact the above
publications including one
a copy of this and other
free
For
address.
Florida Black Business Investment Board
519 East Park Avenue
Tallahassee, FL 32301
(904) 487-4850
Cooperates with banks and corporation to provide loans to small
minority business owners (must be 5l% black owned) .
Florida Department of Commerce
Bureau of Business Assistance
G-26 Collins Building
Tallahassee, FL 32399-2000
800-342-0771 or
(904) 488-9357
Provides information service in such areas as taxes, licensing,
regulations, services available to small businesses, doing business
with governmental agencies, how to export your product.
.
Florida Department of Commerce Business
l-800-342-0771
Call this number Monday
have any questions
publication on how
calling this number.
Assistance Hotline
Friday,
regarding your
to start your
8:00 A.M. to 5:00
small business.
own business is
if you
Also, a free
available by
P.M.
Florida First capital Finance Corporation, Inc.
Department of Commerce
l07 West Gaines street
Collins Building, Room G-26
Tallahassee, FL 32399-2000
(904) 487-0466
Cooperates with banks to provide guaranteed loans for starting up
businesses or expanding businesses.
Minority Business Development centers
Enoch Davis Center
llll 18th Avenue South
st. Petersburg, FL 33705
(813) 822-3994
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73
Minority Business Development Centers
5020 West Cypress street, suite 217
Tampa, FL 33607
(813) 228-7555
The Minority Business Development Centers offer existing and
potential minority entrepreneurs general business counsel free of
charge. Assistance beyond this is billable: however, the MBDC
subsidizes from 75% to 90% of the total cost according to the
client's annual sales level.
The Minority Business Enterprise Office
Department of General Services
Minority Business Enterprise Assistance Office
2737 Centerview Drive
Knight Building, suite 20l
Tallahassee, FL 32399-0950
(904) 487-09l5
This office is responsible for certifying minority businesses to
do business with the state and maintaining a directory of the
certified businesses. The directory is available to all state
agencies.
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National Association of Small
ll56 l5th street N. W., suite
Washington, D. C. 20005
(202) 833-8230
This association of small business investment companies offers a
directory of their members who provide financing or are seeking
investment opportuni tes. For a copy of the directory, send a check
for $5.00 to the above address.
Business
llOl
Investment companies
National Venture capital Association
l655 North Fort Myer Drive, suite 700
Arlington, VA 22209
(202) 528-4370
To receive a directory of members of the association who offer
financing for the small business owner, send a self-addressed
9 X l2 envelope with $l.65 postage to the above address.
Office of Chief Counsel for Advocacy
u. S. Small Business Administration
144l L street N.W., Room 1012
Washington, D.C. 20005
(202) 653-6533
This office deals with legislation pertaining to small business and
makes regulatory comments on said leqislation.
.
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Small Business Development Center
College of Business
University of South
Tampa, FL 33620
(8l3) 974-4274
SBDC advises small
starting a business, business planning,
financing. To set up an appointment,
(SBDC)
Administration
Florida
business
owners
in the following areas:
marketing, accounting, and
call the number listed above.
u.s. Department
U.S. Government
P. O. Box 35089
Jacksonville, FL
(904) 791-380l
To order a copy of "Basic Guide to Exporting" published by the u.s.
Department of Commerce, call the number
check made payable to Superintendent
$8.50 to the above address.
of Commerce
Bookstore
32202
The U . S .
Clearwater
Department of
Chamber of Commerce
Commerce maintains
462-001l.
an
office
at
the
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u.S. Small
700 Twiggs
Tampa, FL 33602
(813) 228-2594
400 West Bay street
and
P. o. Box 35067
Jacksonville, FL
(904) 79l-3783
Cooperates with
business owner,
Business Administration
Street, suite 607
32202
banks to provide
both for start up
guaranteed
and expanding
loans for the
business.
small
The U. S .
brochures
address:
u. S.
P. O. Box 15434
Fort Worth, TX
Small
on business
Business Administration offers
development. To order, write
a variety of
the following
Small' Business Administration
76119
Southern Technology Applications Center
Ms. Michele L. Young
University of South Florida
Tampa, FL 33620
813/974-4222
STAC provides technical, marketing and
private sector. STAC specializes
commercialization of technology generated
laboratories and university researchers.
business assistance to the
the transfer and
NASA, other federal
in
by
.
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76
ASSISTANCE FOR EXISTING BUSINESSES
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Attorneys - Florida Referral
Service
Better Business Bureau
Center for Entrepreneurial
Management
Consumer Credit counseling
3ervice
Dept. of Revenue Information
Employment Security Division
Environment Protection Agency
Small Business Ombudsman
Florida Institute of certified
Public Accountants (FrCPA)
Florida Association of
Independent Accountants
Federal Information Service
Federal Trade Commission
Florida Chamber of Commerce
Florida Dept. of Labor
Div. of Workers Compo
Florida Dept. of Professional
Regulation (DPR)
Florida Dept. of Revenue
Florida Dept. of State, Div.
of Corp., Trademark Sect.
Florida Unemployment Tax Office
Hillsborough Coop. Agricultural
Extension Service
International Franchise Assoc.
IRS Information
Job Service of Florida
Merchants Association of
Florida, Inc.
National Criminal Justice
Reference Service
National Federation of
Independent Businesses (NFIB) Washington,
National Small Business United
(NSB)
Occupational Safety and
Health Admin. (OSHA)
Small Business Committee,
House of Representatives
Senate
Small Business Tax Workshops
(IRS)
Social Security Administration
State of Florida Comptroller's Tampa
Office Tallahassee
Tampa Bay Inventors Council Tampa
U. S. Chamber of Commerce Washington,
U. S. Dept. of Commerce-Clearwater
Clearwater
800-342-8060
8l3-535-5522
New York
2l2-633-0060
st.
Pete/Largo
813-585-0099
800-872-9909
813-272-2380
Tampa
Washington, D.C.
800-368-5588
Tallahassee
904-224-2727
r_'allahassee
st. Petersburg
Atlanta
Tallahassee
800-342-0051
8l3-229-7911
404-347-4836
800-626-4879
Tallahassee
904-488-2514
Tallahassee
Tallahassee
904-487-2252
800-872-9909
Tallahassee
Clearwater
904-487-6051
813-799-074l
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Tampa
Washington,
D.C.
813-621-5605
202-628-8000
800-424-1040
813-797-5l51
Clearwater
Tampa
813-273-7700
Rockville,
MD
800-85l-3420
D.C.
202-554-9000
Washington,
D.C.
202-293-8830
Tampa
8l3-228-282l
Washington,
Washington,
D.C.
D.C.
202-225-582l
202-224-5175
800-424-1040
800-234-5772
8l3-272-2572
800-848-3792
813-933-9124
800-638-6582
813-461-0011
.
D.C.
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CONTACTS FOR DEVELOPMENT AND FACILITY PLANNING
Administration
315 Court street
Clearwater, FL 34616
County Admin. Fred Marquis,
462-3485
Asst. County
Development,
462-3485
Admin. for
Jake stowers,
Building Department
Robert Pensa, Director
440 Court street
Clearwater, FL 34616
462-3176
Clerk of the Court
315 Court street
Clearwater, FL 34616
462-3464
Lois DeFalco, Navigable Water
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Construction Licensing Board
William Owens, Director
11701 Belcher Rd. Ste. 102
Largo, FL 34643
530-4720
Environmental Management
Technical Services Building
440 Court Street
Clearwater, FL 34616
462-4761, Dir., William Davis
462-4761, Enforcement,
McDonough
site Plan, Tom Cuba
Air, Peter Hessling
Gary Roberts
Tom
462-4761,
530-6522,
or
Fire Adnimistrator
Dwaine Booth
440 COQrt Street
Clearwater, FL 34616
462-3845
Health Department
300 31st street N.
st. Petersburg, FL 33713
893-2700, Environmental
Engineering, Craig Mackie
.,. ----~
Local
planning & Zoning Department
440 Court street
Clearwater, FL 34616
462-4751, Dir., Brian Smith
462-4751, Planning Adm., Gordon
Beardslee
462-3403, Zoning Adm., Paul
Cassel
462-3403, Dev. Review Services
Mgr., Al Navaroli
462-3475, Maps & Reproduction,
Sonny Jones
462-3404, Transportation Plan.
Adm., Hubert Pascoe
county Planning Council
14 South Ft. Harrison Ave.
Clearwater, FL 34616
462-3855, David Healey, EK. Dir.
property Appraiser
315 Court Street
Clearwater, FL 34616
462-4290, Jim Smith
462-4288, David Zachem
pUblic Works & Eng.
Technical Services
440 Court Street
Clearwater, FL 34616
462-3185, Dir. Gene Jordan
462-3829, Enginerring Dir.,
Thomas McGrew
462-3665, Coastal Mgmt., Jim
Terry
Solid
Robert VanDeman
Operations,
wicks
Deptartment
Building
892-7565,
waste
Mgmt. ,
462-3251,
Keith
Tax Collector
o. Sanford Jasper
315 Court Street
Clearwater, FL 34616
462-3383
utilities
315 Court Street
Clearwater, FL 34616
462-4721, Sewer,
462-3438, Water,
Todd Tanberg
Arthur Finney
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state & Regional
Department of community Affairs
2740 Center View Drive
Tallahassee, FL 32399-2100
904/488-4925, Resource Planning
Department of Environmenta1
Regulations
Twin Tower Office Building
2600 Blair stone Road
Tallahassee, FL 32399-2400
Department of Environmental
Regulations, southwest Dist.
4520 Oakfield Blvd.
Tampa, FL 33610-7347
813/623-5561 Air
1/800/226-5561 Air
Department of Natural Resources
Division of state Lands
3900 Commonwealth Blvd.
Tallahassee, FL 32399
904/488-2725
Department of Transportation
District 7 Office
4950 W. Kennedy Blvd. ste. 500
Tampa, FL 33609
813/871-7220
AND
Hayden Burns Building
605 Suwannee st.
Tallahassee, FL 32399-0450
904/488-3685
~
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Resources & Environmental
Analysis center
Florida state University
Room 361, Bellamy Bldg.
Tallahassee, FL 32306
904/644-2883
Southwest Florida
Management District
7601 Highway 301 North
Tampa, FL 33637
813/985-7481
~D
2379 Broad street
Brooksville, FL 34609
904/796-7211
Water
Tampa Bay Regional Planninq
Council
9455 Koger Blvd.
st. Petersburg, FL 33702
577-5151, Julia Greene, Dir.
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u.s. Army corps of Enqineers
Regulatory Division
400 West Bay street
Jacksonville, FL 33202
904/791-1659
u.s. Geologica1 survey
4710 Eisenhower BlVd., Rm. B-5
Tampa, FL 33634-6381
813/228-2124
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COUNTY OFFICES
Pinellas County
Information
Auto tags
Drivers license
Homestead
Public schools
Sheriff's office
State attorney
Voting
Government Offices
462-4861
462-4961
893-2747
462-3294
442-1171
587-6200
530-6221
462-3551
Pinellas County Courthouse
440 Court Street
Clearwater 34616
Zoning Department
CMS, Al Navaroli
Administration
Building inspections:
Planning and review
462-3403
462-3403
462-4751
462-3241
462-4751
79
Pinellas County Occupational License Department:
County Courthouse
315 Court Street
Clearwater 34616
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MUNICIPAL OFFICES
Bel1eair
90l Ponce
Belleair,
Zoning
Building inspection :
Occupational license:
de
FL
Leon Boulevard
34616
584-7l34
584-7l34
584-7l34
.
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Belleair Beach
444 Causeway Boulevard
Belleair Beach, 34635
Planning and zoning: 593-l409
CMS, Dominic Diblasi: 595-4646
Building inspection: 593-1409
Occupational license: 593-1409
Belleair Bluffs
115 Florence Drive
Be1leair Bluffs 34640
Planning : 584-2l5l
Building inspection: 584-215l
Occupational license: 584-2151
462-3040
Delleair Shores
Mayor George Jirotka
Office Phone
446-8525
Clearwater
10 South Missouri Avenue
Clearwater 34618
Planning and zoning :
CMS, Jim Polatty
Building inspection :
Occupational license:
462-6840
462-6880
462-6550
462-6567
Dunedin
737 Loudon Avenue
Dunedin 34698
Planning
Zoning
CMS, Richard Follett:
Building inspection :
Occupational license:
738-1854
738-1878
738-1856
738-l879
738-l884
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Gulfport
240l 53rd street South
Gulfport 33707
Planning and zoning :
CMS, Ted Potyka :
Building inspection :
Occupational license:
321-1158
321-1158
321-1158
321-1158
Indian Rocks Beach
1507 Bay Palm Boulevard
Indian Rocks Beach 34635
Planning and zoning: 595-25l7
CMS, Dorothy Cramer.: 595-2517
Building inspection: 595-25l7
Occupational license: 595-25l7
Indian Shores
19305 Gulf Boulevard
Indian Shores 34635
Planning and zoning :
CMS, Marcia Grantham:
Building inspection :
Occupational license:
Kenneth City
4600 58th Street North
Kenneth City 33709
Planning and zoning
CMS, Don Painter
Building inspection :
Occupational license:
Largo
225 lst Avenue S.W.
Largo 34640
Planning and zoning
CMS, Richard Goss
Building inspection
Occupational license:
Madeira Beach
300 Municipal Drive
Madeira Beach 33708
Planning and zoning
CMS, Paul Williams
Building inspection
Occupational license:
595-4020
595-4020
595-4020
595-4020
544-6655
544-6655
544-6655
544-6655
587-6749
587-6749
587-67l2
587-6712
39l-995l
391-9951
39l-995l
39l-9951
-_.---.
North Redington Beach
190 173rd Avenue
North Redington Beach
Planning and zoning :
CMS-Harold Radcliffe:
Building inspection :
occupational license:
01dsmar
4025 state Road 584
suite 1106
Oldsmar 34677
Planning and zoning :
CMS, Nicolas Staszro:
occupational license:
Building inspection
150 Sellers Lane
Oldsmar 34677
Pinellas Park
6051 78th Avenue
Pinellas Park 34665
Planning
Zoning
CMS, Paula Cohen :
Building inspection :
Occupational license:
Redington Beach
105 l64th Avenue
Redington Beach 33708
Planning and zoning :
eMS, Dorothy Jutte :
Building inspection :
Occupational license:
33708
391-4848
391-4848
391-4848
391-4848
855-4693
855-4693
855-4693
855-5049
541-0704
541-0756
541-0756
541-0752
541-0753
391-3875
391-3875
391-3875
391-3875
Redington Shores
17798 Gulf Boulevard
Redington Shores 33708
Planning and zoning: 397-5538
CMS, Gladys Thiel 397-5538
Building inspection: 397-5538
Occupational license: 397-5538
Safety Harbor
750 Main street
Safety Harbor 34695
Planning and zoning
CMS, Wayne Logan
Building inspection :
Occupational license:
726-0780
726-0780
726-0574
726-0780
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7464 Ridge Road
Seminole 34642
Planning and zoning
CMS, Dave Williams
Building inspection
Occupational license:
south Pasadena
7047 Sunset Drive South
South Pasadena 33707
Planning and zoning
CMS, Karen Lind
Building inspection :
Occupational license:
petersburg
Central Avenue
st. Petersburg 33701
Planning
Zoning
CMS, Mike Dove
Building inspection
occupational license:
st.
475
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st. Petersburg
Planning and zoning
CMS, Fred Metcalf
Building inspection
Occupational license:
Petersburg Beach
75th Avenue
Beach
Tarpon springs
324 East pine Street
Tarpon Springs 34689
Planning and zoning
CMS, Ronald Pianta
Building inspection
Occupational license:
Treasure Island
l20 l08th Avenue
Treasure Island 33706
Planning and zoning
CMS, Peter Lonbardi
Building inspection
Occupational license:
.
**Note:
CMS = Concurrency Management Systems
I "~......'
81
39l-0204
391-0204
39l-0204
39l-0204
343-4192
347-4171
343-4192
343-4192
893-7153
893-7471
893-7153
893-7388
893-724l
33706
363-924l
363-9241
363-924l
363-924l
942-56ll
942-5611
942-56l7
942-56l4
360-08ll
360-0811
360-08ll
360-08ll
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CHAMBERS OF COMMERCE
Clearwater Chamber of Commerce
Pete Woodham, Ex. Director
128 N. Osceola Avenue
Clearwater, FL 34617
461-0011
Bob Burwell, President
First Nat'l Bank of Clwtr.
P.O. Box 179
Clearwater, FL 34617
Dunedin Chamber
Pat McGarr, Ex.
434 Main street
Dunedin, FL 34698
736-5066
of Commerce
Director
Sonny Thornton, President
Ross Risk Mgmt.
981 us Hwy. 19 S.
Palm Harbor, FL 34684
Gulf Beaches Chamber of Commerce/
Madeira Beach
Paul Vrooman, Ex. Director
501 150th Avenue
Madeira Beach, FL 33708
391-7373
Vern Wunsch, President
Sign Crafters
12015 117 Street N.
Largo, FL 34648
Largo Chamber of Commerce
Mary Heaston, Ex. Director
395 First Avenue SW
Largo, FL 34640
584-2321
Joe Mangus, President
Mangus Rug Cleaners
231 S. Commerce Drive
Largo, FL 34640
~
~
Oldsmar Chamber of
Jean D'Andrea, Ex.
P.O. Box 521 (mail
to PO BOX only)
Ameribank 101 E. State
Oldsmar, FL 34677
855-4233
Commerce
Director
must be sent
street
Jim Campoli, President
Campoli Partnership
313 East Shore Drive
Oldsmar, FL 34677
Palm Harbor Chamber of Commerce
Connie Davis, Ex. Director
1000 U.S. 19 North
Palm Harbor, FL 34684
784-4287
Dick Martin, President
state Farm Insurance
30826 U.S. Hwy. 19 N.
Palm Harbor, FL 34684
Pinellas Park Chamber of Commerce
Rita Bott, Ex. Director
5851 Park Boulevard
Pinellas Park, FL 34663
544-4777
Jeanne Larivee, President
Ed. Larivee Paint Center
4301 62 Ave.
pinellas Park, FL 34665
Safety Harbor Chamber of Commerce
Sue Suby, Ex. Director
200 Main street
Safety Harbor, FL 34672
726-2890
Bonnie Earl, President
Bonnie Earl Insurance
405A Second Street N.
Safety Harbor, FL 34695
.
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Donna Warren Ford,
8400 113th street
P.O. Box 3337
Seminole, FL
392-3245
of Commerce
Ex.
Director
34642
st. Petersburg
Paul Getting, Ex.
100 2nd Ave. North
st. Petersburg,
821-4069
1448
895-6326-FAX
Chamber of Commerce
Director
FL
33731
st. Pete. Beach Chamber of Commerce
Ron McKanney, Ex. Director
6990 Gulf Boulevard
st. Petersburg, FL 33706
360-6957
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Tarpon Springs Chamber
Charlie Phillips, Ex.
210 South Pinellas,
Tarpon Springs, FL
937-6109
of Commerce
Director
suite 120
34689
Treasure Island Chamber of Commerce
Bill Lyerly, Ex. Director
152 108th Avenue
Treasure Island, FL 33706
367-4529
Tampa Chamber of Commerce
Harvey Schmitt, President
Chairman of the Board: Jim Apthorp
801 East Kennedy Boulevard
Tampa, FL 33602
1-229-7777
Florida Chamber of Commerce
1-800-626-4879
(904) 222-2708
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John o. Burke, President
JOB Enterprises
8319 Iris Ave. N.
Seminole, FL 34647
Reilly, President
Peat Marwick Main
P.o. Box 11448
st. Petersburg, FL
Paul
KPMG
33733-
Hahn, President
Deep Sea Fishing
P.o. Box 46421
Pass-A-Grille, FL 33741
Buck
Fla.
Jim Williams, President
stamas Yacht, Inc.
300 Pampas Ave.
Tarpon Springs, FL 34689
Carol Malkin, President
Kingfish Restaurant/Lounge
12789 Kingfish Drive
Treasure Island, FL 33706
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'01
A PuBLICATION OF THE PINELLAS ECONOMIC DEVELOPMENT COUNCIL
, "
ROSPEC
S
SUMMER 1991
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Greg Farmer, Secretary, FDOC
FDOC To Economic
Development Organizations:
"THINK REGIONAL"
When he was assembling his management team to lead Florida
into the 1990s, Governor Lawton Chiles looked closely at the
Department of Commerce and the responsibilities of the job of
Secretary of Commerce. He had very definite ideas about Flor-
ida's economic needs. To shape a new economy-one that in-
cluded a better standard of living for all Floridians; one that would
be self-sustaining, through recruitment and retention of high
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Community News Line 2
Spotlight - Women's Tennis
Association 3
Inside Track 4
Government 6
FYI 8
Scorecard/Calendar 10
Gerard Smith,
Women'lI Tennis AIlBOC.
ISSUE 1 VOLUME 3
value added industries, and one that would help the State com-
pete not just nationally, but globally-the Governor decided to
appoint a leader who could carefully craft a new direction for
Florida commerce. He chose Greg Farmer.
Farmer has spent much of his career looking for new ways to
bring business together. As such, he was in his element when he
addressed the PEDC Board of Directors and Trustee members
on Thursday, Apri14. His message was clear-eliminate duplic-
ity, maximize exposure and think regional. "This administration
. is dedicated and committed to economic development," said
Farmer. The criteria has to change from creating jobs for the
sake of jobs to creating quality, value-added jobs.
The FDOC has streamlined its own activities to improve
management. As a result, there will be fewer people to interact
with local economic development organizations. Therefore,
Farmer has said that, "Regions that act together will get State
involvement." It is important to form more state and local part-
nerships for economic development to achieve what is best for
Florida. "Florida has a natural infrastructure for a phenomenal
future," says Farmer. Farmer feels that part of Florida's success
in the future will be due to an increase of international economic
development. "We have to start thinking about ourselves as world
class players," he says. "We have to stop competing with each
other and get competitive as regions and as a state. "
The good news for Pinellas County is that PEDe has been
thinking regionally for almost two years now with the formation
of the Tampa Bay Partnership-our alliance with the Tampa
Committee of One Hundred and Pasco County Committee of One
Hundred. Pursuant to Farmer's convictions, this will most cer-
tainly increase our access to leads from the FDOC as well as
other assistance from the State with all aspects of our economic
development efforts,
MAJOR CORPORATIONS
PREPARE TO BID ON
GENERAL ELECTRIC PLANT
General Electric has decided not to continue management of
the Department of Energy's (DOE) Neutron Devices facility
after the termination of their contract in May 1992. GE has been
a good corporate citizen and will be missed in the years ahead. In
order to facilitate a smooth transition to a new operator, the
Department of Energy has begun the selection process. The first
step was a public hearing at which the PEDC spearheaded
presentations in support of keeping the plant in Pine1las County.
See General Electric page 8
Summer 1991 1
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Pinellas County
Schools Create
Business-Education
Partnerships
Through
"Corporate
Volunteer Program"
With dropout rates increasing and the
budget decreasing, Pinellas County
Schools are continually looking for cre-
ative ways to address the problems facing
education today. The Department of Vol-
unteer Services has developed the Corpo-
rate Volunteer Program as one of several
creative business-education partnerships
to be established as a dropout prevention
program.
The Program, initiated in 1983 be-
tween Innisbrook and Pinellas County
Schools, calls for local businesses and
community organizations to participate by
encouraging employees to commit one
hour per week as a school volunteer. Busi-
ness men and women are able to spend
time during the work day at a local school
with a student who has been identified as
needing additional one-on-one assistance
in order to be successful in school.
A variety of opportunities exist for
those electing to participate. They can be
a tutor, youth motivator or mentor. Work
projects are designed based on mutual in-
terest. Students are able to channel some
creativity, explore more in-depth re-
search and complete a short-term project.
This program has been very successful.
Students matched with corporate volun-
teers not only perform better academi-
cally, their attendance, behavior and self-
esteem improve significantly as well.
All of the participating businesses gain
from their involvement in this partnership
program. Participating employees re-
ceive training which focuses on communi-
cation skills that can be applied to their
regular job. Employee morale improves as
employees are given an opportunity to be
involved in their own child's school.
Call Susan Rolston, Supervisor of
Volunteer Services at 541-0360 today to
hear more about this successful creative
business-education partnership program.
2 Summer 1991
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SUNCOAST REGIONAL TECHNOLOGY
TRANSFER CENTER BRINGS PINELLAS
COUNTY INTO GLOBAL MARKETPLACE
There's little debate that the U.S. is in
an increasingly competitive manufactur-
ing race in the global marketplace. Be-
cause manufacturing is a basic producer of
revenue, Florida's legislature has asked
the community colleges to assist the
smaller manufacturers with the problem.
The legislature has established six Tech-
nology Transfer Centers throughout the
state to assist manufacturers in applica-
tion of new, more advanced manufacturing
techniques.
The Suncoast Regional Technology
Transfer Center is a consortium consist-
ing of the community and junior colleges
serving Pasco, Hernando, Hillsborough,
Pinellas, Manatee and Sarasota counties.
The University of South Florida and the
Southern Technology Application Center
join the consortium offering access to data
bases, research and development support.
One activity of the Technology Transfer
Center is to spearhead the development of
a manufacturing technology curriculum to
support small and medium size manufac-
turers.
"The consortium has found that all too
often our educators teach what they know
best, or what they are most comfortable
with. This is not responsive to current
industry needs," Bob Kettlety explains.
Kettlety recently joined SPjC. He is an
engineer with a double degree in business,
and has been in engineering, manufactur-
ing and general management throughout
his career. As director of the Technology
Transfer Center, he has been charged
with directing the consortium's activities,
including setting up programs in Manufac-
turing Technology.
"We should be teaching what the stu-
dent needs to perform his job, without any
influence of preconditioned thinking. If
we don't know how to do that, or
are uncomfortable with it, then we need to
fmd a way to become comfortable with it.
There is a major division between indus-
try needs and the educational community.
One of the goals of the Technology
'fransfer Center is to bring the two to-
.'--
gether," Kettlety explains.
DACUM (Developing a Curriculum) is a
mechanism whereby industry defines
what their needs are, and the educational
community responds to those needs with-
out prejudice.
DACUM was developed in Canada and
further refined at Ohio State University. It
is a process whereby industrial experts
(those people who are actually perform-
ing the work such as production control,
material handling, planning and schedul-
ing) identify and define the tasks and com-
petencies involved in doing a particular
job. DACUM facilitates doing this in an
orderly manner.
The Technology Transfer Center held
a DACUM workshop with representat-
ives from seven area manufacturers:
Honeywell, E-Systems, DECA Manu-
facturing, Space Machine and Engineer-
ing, Klockner-Bartelt, AT&T Paradyne,
and Electronic Controls, Inc. Together
they compiled more than 65 task state-
ments, defining what they would ex-
pect a person in the position of Manu-
facturing Technician to do. Defining the
actual work was followed by identifying
the skills necessary to carry out those
tasks.
What's next on the horizon? The Tech-
nology Transfer Center, through its mem-
ber colleges, will strive to develop a Manu-
facturing Technology program that will
meet the competency requirements as de-
fined by the DACUM process.
"In the past, manufacturers competed
with the guy across the street. Today,
manufacturers compete across the
oceans. And across the oceans, people
have new technologies and new ways of
using them," explains Kettlety. "With
the help of DACUM, the Technology
Transfer Center, the colleges of the Con-
sortium, and their faculty, we will be bet-
ter equipped to address some of these
critical issues; We can effectively assist
our manufacturers to become more re-
sponsive and more competitive in this
global marketplace."
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. WOMEN'S TENNIS ASSOCIATION
for more than $23 million in prize money,
spread over more than 65 tournaments, in-
cluding four Grand Slams, in 24 countries
throughout the world.
The WTA is committed to the inter-
nationalization of the sport and the en-
hancement of opportunities for its players
worldwide.
All players, whether members or not,
benefit from a professional staff of more
than 30 employees on site and in the WTA
offices. (The WTA began with only two
staffers, a director and secretary, in 1973.)
At each tournament, the WTA provides
tour directors, tour referees, public rela-
tions coordinators, computer specialists,
physical therapists/athletic trainers and
massage therapists. AIl are committed to
serving the players' needs as well as those
of the promoters, sponsors and media.
In the upcoming year the WTA will be
concentrating on three issues: a louder
voice and more recognition within the ten-
nis community; greater TV exposure in
the U.S. and Asia; and increased prize
money for the players that is reflective of
the marketplace value of women's profes-
sional tennis.
Gerard Smith, Exec. Dir. & CEO, Womer,'s Tennis Association
We welcome the Women's Tennis Asso-
ciation (WTA) to Pinellas County and as a
new member of the Pinellas Economic De-
velopment Council. The WTAjoined PEDe
during our Corporate Challenge member-
ship drive, thanks to the recruitment ef-
forts of Florida Power's Rudy Masi.
Gerard Smith was named executive
director and chief executive officer of the
Women's Tennis Association in November
1989. Before joining the WTA, Smith was
publisher of Newsweek magazine and previ-
ously was a senior vice president with
Ogilvy & Mather, an international adver-
tising agency. In his efforts to increase the
quality and position of women's tennis in
the sports marketplace, Smith is using his
strong marketing background to increase
visibility and build the image of the WTA.
In its earlier years, the WTA had offices
in San Francisco and Palm Beach Gardens,
Florida. In January 1986, both offices were
consolidated and move to Miami. In 1988,
the London office opened.
With Gerard Smith at the helm, the
Women's Tennis Association introduced a
new name and logo, and moved its world
headquarters from Miami to St. Peters-
burg in December 1990.
The move to St. Petersburg carne about
after a long deliberative process and the re-
view of proposals from 15 cities. The new
four-story headquarters features two
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floors of executive office space for the 35
WTA employees, and its ground floor is
devoted to an exhibit spotlighting women's
professional tennis. The exhibit will be
open to the public and it is hoped that it will
attract from two to five million visitors
per year.
The new playing facility will be located
four blocks away at the Stouffer Vinoy Re-
sort. It will include a health club and 16 new
tennis courts with different surfaces: red
clay, green clay and grass. This facility will
be the training site for the players and will
be the location of exhibition matches and
tennis clinics.
Women's professional tennis is one of the
greatest success stories of the modern
sports world. Its evolution from a humble
beginning as a professional game has been
phenomenal.
Prior to the first professional event, the
Virginia Slims of Houston in 1970, a hand-
ful of women played before meager crowds
on antiquated courts in high school gymna-
siums. If there were prize money, it aver-
aged less than $2,000 per tournament,
with players handing out free admission
tickets and begging to be interviewed.
Women's professional tennis has
evolved into a unified circuit under the
Kraft General Foods World Tour, show-
casing more than 1,500 talented athletes
(as opposed to the original nine), playing
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PROSPECTUS
PINELLAS ECONOMIC
DEVELOPMENT COUNCIL
13770 58th Street North, Suite 316
Clearwater, Florida 34620
Tel. (813) 535.3630
FAX (813) 538-8663
Prospectus is a quarterly publication of the Pinellas
Economic Development Council.
Send address changes to:
Prospectus - PEDe
13770 58th 5t, N., Suite 316
Clearwater, FL 34620,
EXECUTIVE COMMITTEE
Jack Painter - Chairman
David H. Knowlton - President
Michael Zagorac, Jr. - Chairman-Elect
Dr. Jack B. Critchfield - Past-Chairman
David Walker - 1reasurer
Ed Schons - Vice Chairman,
Business Development
Gene Windham - Vice Chainnan,
Business Expansion/Retention
Joe Wheeler - Vice Chairman,
Marketing Services
Ann Wilkins - Vice Chairman,
Membership Services
Roy Harrell- Vice Chairman. Public Affairs
David Wilbanks. Chairman,
Chamber cl Canmerce Council
Paul Altherr - At Lulie
Appointed Director
Summer 1991 3
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~DE TRACK
BUSINESS DEVELOPMENT
A recap of Business Development activities since the last
issue of Prospectus reflects strong potential for the future.
1\vo-hundred twenty-two quality inquiries were received
from companies interested in information regarding Pinellas
County. A number of solid prospects have been identified
from this group. These prospects range from biomedical and
other health related fields to electronics and solar energy
applications.
The economy has created a climate of caution for com-
panies contemplating relocation, however, the opportunities
for competitive space now available, coupled with the contin-
ued excellence of the Pinellas workforce offers promise for
the future.
Combining some of the Business Development and Market-
ing efforts within the County more efficiently has been an
objective of the PEDC for some time. Progress towards that
goal was reached when, on June 4, Commissioner Charles
Rainey presented a contract between the County and the
PEDC to the Board of County Commissioners. The contract
was approved and will go a long way toward providing both
the County and the PEDC with some excellent tools with
which to strengthen marketing effectiveness. With the sup-
port of the County through the Pinellas County Industry
Council, we are taking some very positive steps towards a
more unified approach to Business Development.
In keeping with this unified approach, PEDC representa-
tives have begun meeting with the area Chambers of Com-
merce to develop a higher level of coordination with the
Business Development activities within the County.
To inform the members of our Business Development
activities, the Business Development Update has been cre-
ated. Two issues have been produced since March. It is our
intention that this brief letter will enhance membership com-
munications.
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RECOGNIZING
ENVIRONMENTAL
EXCELLENCE
PEDe Establishes Annual Bay..wide
Environmental Excellence Award
The Pinellas Economic Development Council's Environmental
Planning Task Force is initiating a prestigious awards program
for environmental excellence to be presented at the PEDC
Annual Dinner in October. The awards program will recognize
outstanding contributions to the environment of the Tampa Bay
area.
Michael Van Hutsel, chairman of the Environmental Plan-
ning Task Force and vice president of Development for Bay Plaza
Companies stated, "1 think it is extremely important that the
public recognize those companies, organizations, and local gov-
ernments that are going the' extra mile' to preserve and enhance
the environment. There are creative and sound solutions to
., "
environmental challenges that deserve recogmtlOn.
Each entry in this awards program will be judged on its
compatibility with the natural environment, preservation or en-
hancement of the environment, conservation of natural re-
sources and promotion of environmental awareness. There will
be six a~ards categories. A "President's Award" will be awarded
to the top entry among the six finalists. .
Any individual or organization is encouraged to nommate ~hat
they consider to be an outstanding contribution to the enVIron-
ment of the Tampa Bay area.
If you have not received a nomination p~cket, please c?ntact
Nancy Williams at 535-3630. Deadhne for Nommaton
Submittal is August 15th.
CORPORATE CHALLENGE
The results are in - the PEDC Corpo-
rate Challenge Membership Drive held
January 17 through February 28 resulted
in 52 dynamic new members.
Eighty-one members from eight corpo-
rate teams participated in the friendly
competition. The Florida Power/Flor-
ida Progress and C&S Bank teams
were awarded prizes for their outstanding
efforts in recruiting new PEDC members.
Florida Power / Florida Progress came
in with 36 new members for first place.
Individual winners included Charlie Coff-
man, Florida Power, who was responsi-
ble for bringing in 16 new member applica-
tions, Carl Bergeron, C&S Bank, and
Jean Johnson, Florida Power.
4 Summer 1991
A hearty "thank you" to the following
firms and their representatives for partici-
pating in this campaign:
Barnett Bank of Pinellas County
C&S National Bank
Florida Power/Florida Progress
Honeywell
PEDe Membership/ Speakers Bureau
Republic Bank
St. Petersburg Times
South1htst Bank
We offer our sincere appreciation also to
the following companies that made prize
contributions during the Challenge:
AT&T
Bardmoor Golf Club
Belleview Mido Hotel
Breckenridge Resort Hotel
Cheval Golf Club
Don CeSar Resort
Fortune Hotcls/TradeWinds
GTE of Florida
Holiday Inn Surfside/JP Hotels
Home Shopping Network
JCPenney Company
Melitta
Patrick Media Group
Rubin Development/Tucsons
Ruth Eckerd Hall
Safety Harbor Spa & Fitness Center
Salvador Dali M,!scum
S2aEscape Cruise Line
Walt Disney World
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First Annual
"Tampa Bay Rally
Tallahassee" Draws
Much Attention
The Tampa Bay Congress of Commerce
(TBCC) drew over 300 Tampa Bay area
business and local government leaders to
the first Tampa Bay Rally Tallahassee on
April 11 tho This event was a melding of
the former Pinellahassee Day and Hills-
borough County Day events. The purpose
was to bring statewide focus to the unity
and regional cooperation of the Tampa
Bay area, and to encourage our state legis-
lators to work together for the benefit of
all of Tampa Bay.
The TBCC established regionallegisla-
tive priorities which served as the blue-
print for this united lobbying effort. One-
thousand people flocked to the rally-style
outdoor luncheon at the Capitol. An
evening legislative reception at the Leon
County Civic Center was attended by nu-
merous state legislators and Cabinet
members.
Paul Danner, PinelIas Tampa Bay
Rally Co-chairman and Senior Vice Presi-
dent for First Florida banks said, "This
event was history in the making. I hope it
marks the beginning of many years of
working together in a cooperative spirit
for the good of the entire Tampa Bay
area."
Many thanks go to our Tampa Bay Rally
Tallahassee '91 sponsors: First Florida
Bank; Florida Power Corporation; GTE
Telephone Operations - South Area; City
of St. Petersburg; PineIlas County; Tampa
General Hospital; Bayfront Medical Cen-
ter; St. Joseph's Hospital; TECO Energy;
Price Waterhouse; Southeast Bank &
WRB Enterprises.
Business Guide
Have you ever needed information
about education and training opportuni-
ties in PineIlas County but were not sure
where to turn? Help is available through
the "Business Guide to Education and
Training Programs in Pinellas County," a
publication by the PEDC's Education
Council available to PEDC members at no
charge. To order, call Nancy Williams at
535-3630.
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FDOC WORKS WITH PEDC
EXISTING BUSINESS TASK FORCE
Larry Sassano, Development Repre-
sentative Supervisor, Bureau of Industry
Development of the Florida Department
of Commerce addressed the PEDC
Existing Business Expansion/Retention
Task Force on May 21, 1991. He empha-
sized that it is just as important to retain
current resident businesses as it is to
bring in new. "When you retain a company,
they eventually expand," said Sassano.
He suggested that in order to do this
it would be helpful to form a network of
contacts within governmental permitting
agencies and with our mayors to assist
our existing businesses with fast-track
permitting and problem solving. A sub-
division of our Existing Industry Task
Force is currently working toward this
end.
Attention
Tampa Bay
High Technology
Companies
The Tampa Bay Partnership, in con-
junction with USF and the High Tech
Council of the Tampa Committee of One
Hundred, will be producing the 1991
Tampa Bay High Technology Industry Re-
port & Directory. This directory wiIl in-
clude HiIlsborough, Pinellas and Pasco
County companies involved in high tech
industry.
The direct.ory will list the primary in-
dustry-manufacturers, assemblers and
software developers as well as service
providers-printers, components, suppli-
ers, legal, etc. The editorial focus wiIl be
on information industries, biomedical in-
dustries and defense industries.
The directory listings have been coor-
dinated by Marketch and will be published
by The Maddux Report. While it is not
necessary to advertise in order to be
listed, any advertising inquiries should be
directed to Jim Taylor by June 28 at
(813) 823-4394.
Subsequent to Sassano's meeting with
the Task Force, he met with three Pinellas
County businesses targeted through the
Business Viewpoint 1990/91 survey of
local business. One was considering ex-
pansion within Pinellas, one considering
relocation out of Pinellas and one was
having permitting problems. Sassano was
accompanied on each of his calls by two
Task Force members from our Ambas-
sador's division, thus allowing six of our
Ambassadors to learn how calls should be
handled. The Ambassadors assisting Sas-
sano will share the "how to" with the rest
of the Ambassadors. Sassano will be filing
a report with the State about his calls and
will suggest follow-up for both our PEDC
Ambassadors and any applicable State
agencies.
PEDe Introduces
Membership
ReferralPrograDl
Do you know someone who might be
interested in finding out about the benefits
of PEDC membership? If so, we'd like to
hear from you.
Just send us the person's name and ad-
dress and we'll mail out a membership
information packet, along with a cover
letter mentioning your referral. When the
prospective member joins, you'll receive a
$20 gift certificate that can be used to-
ward any PEDC program, special event or
publication, as our way of saying, "thanks."
For further information, please call
Nancy Barnett at 535-3630.
Save A Drop
The Water Task Force is continuing the
Corporate Water Conservation Campaign,
a joint effort of the PEDC and the South-
west Florida Water Management District.
Printed materials on water conservation
are available at no charge to all Pinellas
County businesses for distribution to their
employees. Call Nancy Williams at
535-3630 for details.
Summer 1991 5
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. Environmental Issues-The second
year of the Florida Preservation 2000
Act was funded by increasing the price of
title deeds from 55 cents per $100 of
property value to 60 cents. This will
allow the State to purchase, through
bonding, environmentally sensitive land.
Senate Bill 464 was passed, changing
the formula by which ad valorem tax
money is distributed to the Governing
Board and the Basin Boards of the South-
west Florida Water Management Dis-
trict. The maximum millage the Govern-
ing Board is allowed was changed from
40 to 50 percent, and the Basin Boards
are allowed 50 percent rather than the
former 60 percent.
The Surface Water Improvement and
Management (SWIM) Program was ap-
propriated $16.6 million. Next legisla-
tive session will find a major push by the
water management districts to locate
a permanent funding source for this
program. (Chapter 91.288)
Majority of Pinellas
County Voters are
in Favor of a Feasibility
Study on Consolidation
of Governmental Services
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LEGISLATIVE WRAP UP
The 1991 Legislative Session ad-
journed on May 2, 1991. Below is a brief
synopsis of some of the legislation impact-
ing the business community that was ad-
dressed during the Session. All bills
passed by the Legislature and have been
approved by the Governor.
. Education-The Education Account-
ability Bill (SB 2054) was passed, creat-
ing a commission which would develop
components for effective school im-
provement and a credible program of
educational accountability; will develop a
system for local level control of the
schools; will encourage business partici-
pa tion in the public schools.
(Chapter 91-283)
· Health Care-CS/CS/SB 1000 was
passed, creating an insurance pool to
provide insurance low rates to govern-
ment employees; providing protection
for small businesses (25 employees or
less) by restricting insurance companies
from canceling policies or drastically
raising premiums; creating a 21-mem-
ber health care work group to develop
strategies for a long-term health care
plan for Florida; allowing certain coun-
ties the option to impose a half-cent sales
tax for indigent health care; and provid-
ing early prenatal care for pregnant
women.
Health care continues to be a hot is-
sue, and is expected to be addressed
thoroughly during the 1992 Legislative
Session. (Chapter 91-282)
· Sports Facility Funding-Profes-
sional Sports Franchise Bill (SB 2040)
was passed which would assist those
sports facilities in Florida which meet
certain criteria. Up to six facilities would
be eligible to receive $2 million annually
for up to 30 years. In the Tampa Bay
area, the Tampa Coliseum (hockey) is
eligible and the Florida Suncoast Dome
would be eligible to receive this funding
upon receiving a baseball expansion or
relocated team. (Chapter 91-274)
6 Summer 1991
· Tourism Commission-HB 2399 was
passed, forming a study commission of
18 members which would recommend to
the Legislature whether a Tourism Com-
mission should be created. The recom-
mendation will be made prior to the 1992
Legislative Session. (Chapter 91-31)
The Pinellas Economic Development
Council's Government Planning Task
Force has recently commissioned an inde-
pendent marketing research firm to
conduct a poll of Pinellas voters to deter-
mine support for a feasibility study of po-
tential consolidation of governmental ser-
vices within Pinellas County and its
municipalities.
The poll indicates that 63% of Pinellas
voters are in favor of conducting the feasi-
bility study.
Based on these fmdings, the PEDC
Board of Directors has recommended that
the Pinellas Board of County Commission-
ers fund a full study of the method in which
governmental services are provided in
Pinellas County and its municipalities. The
study would determine the feasibility of
consolidating services if there would be an
economic benefit and/or if improvement of
the quality of service would be realized.
Further, the study would include only gov-
ernmental services and not governmental
structure such as constitutional officers.
The PEDe arranged a presentation
at the June meeting ofthe Board of County
Commissioners by Market Strategies of
Southfield, Michigan, the consulting firm
that conducted the poll. Subsequent to
the presentation, the Board of County
Commissioners voted to commission the
study.
· Transportation-There was no signif-
icant legislation affecting transportation
passed during the 1991 Session.
The 1992 Legislative Session is scheduled from January 14 to
March 13, 1992. Committee meetings will begin in Septem-
ber. Due to this "fast track" schedule, the Legislation Task
Force of the PEDC will begin
working on proposed legislative
priorities in the very near future,
If you are interested in serving on
this task force, please call Vicki
Tucker at 535-3630.
.- '-----'
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7/ a'l19/
CULTURAL OUTLOOK FOR PINELLAS
IN THE 19908
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In their book, Megatrends 2000: Ten
New Directions For The 19905, the au-
thors, John Naisbett and Patricia Abur-
dene predict "A Renaissance in the Arts."
In fact, they go so far as to project that the
arts will slowly replace sports as our pri-
mary leisure activity. To support their
predictions, they offer these statistics:
· Since 1965, American Museum atten-
dance has increased from 200 million
people to 500 million people annually.
· New York's Broadway theater at
Broadway and 53rd Street sells more
tickets than the Yankee and Mets
combined.
· A Los Angeles Chamber of Commerce
study showed the economic impact of
the Arts on that area to be more than
$5 billion annually.
So how does our community's quality of
life measure up in light of the coming
Renaissance? The Museum of Fine Arts,
the Dunedin Fine Arts and Cultural Cen-
ter, the Florida Craftsmen Gallery have
recently completed an expansion. The
Florida Gulf Coast Art Center has an-
nounced plans for a new $6 million facility.
The American Stage Company is prepar-
ing for record breaking audiences for
Shakespeare in the Park, the outdoor art
festival scene is alive and well and 5t.
Petersburg City Commissioners have ap-
proved the Percentage for Arts in Public
Places program. It all sounds impressive,
however, problems facing The Florida Or-
chester forecasts how our cultural facili-
ties and agencies operate in a fragmented
environment and with uncertain financial
support.
This issue has given rise to a critical
need for a strategically developed cultural
pian that will serve as a blueprint for build-
ing a vital cultural life in Pinellas County.
To that end, the Pinellas County Arts
Council which exists to establish the arts
as a vital part of Pinellas County's in-
frastructure, initiated a comprehensive
community based Cultural Master Plan in
January 1991.
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The Arts Council selected a nationally
known consulting firm, The Wolf Organi-
zation, Inc. of Cambridge, Massachusetts,
to work on this project. The project
depends on the active involvement of all
our communities, through participation in
focus groups, individual interviews, small
group meetings, public meetings and
surveys. To date, a Steering Committee
has convened including H. William
Jsaly, Mary Wyatt Allen, John
Berglund, Lucile Casey, James
Covington, Le Ann Elliott, Don En-
gle, Elissa Getto, Ken Hamilton,
Russ Gustafson-Hilton, Marcia Hoff-
man, Cedar Hames, Deborah Kynes,
Dave Knowlton, Gus Stavros and
Bruce Tyndall. Fifty-five individual in-
terviews have been conducted with repre-
sentatives of the arts community, govern-
ment, business, education, the media and
others. Two town meetings took place in
March, all with the purpose of gathering
information to enable recommendations in
several distinct areas: consideration of ad-
ditional cultural programming; strategies
to enhance public arts education and out-
reach; assessment of the needs of artists;
review issues relating to cultural diver-
sity; a detailed assessment of public and
private funding options and an examina-
tion of programs of cultural tourism and
economic impact.
The Chair of Pinellas County Arts
Council Board of Directors, H. William
Jsaly, noted "county-wide" cultural plan-
ning is a major undertaking requiring the
commitment and total dedication of all
segments of the community, beginning
with our County Commission and local
governments and aggressively involving
leaders from education, the tourism indus-
try, the business sector, the general pub-
lic, the arts organizations and the many
artists who live and work here.
The Arts Council believes that the de-
velopment of a cultural master plan is the
single most important means of affecting
future cultural development in any com-
munity. We are committed to the develop-
ment of a realistic plan that can success-
fully be implemented in Pinellas County....
"Any success we generate will be directly
proportioned to the amount of support
we receive from the citizens of this com-
munity. "
The project will be completed in June of
1991. The two major components of the
plan, a comprehensive needs assessment
and the development of the Cultural Mas-
ter Plan, will provide recommendations
for building a vital cultural life in Pinellas
over a five year period.
Details or an update on the project can
be obtained by telephoning The Pinellas
County Arts Council, 462-3327.
Janis L. Karam
Special Projects Director
Pinellas County Arts Council
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II
400 PIERCE
BOULEVARD
CLEARWATER
FLORIDA 34616
TELEPHONE
813/462-3327
Summer 1991 7
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TAMPA BAY WELCOMES
SALOMON BROTHERS
DOMESTIC U.S. OPERATIONS DIVISION
On February 19, Salomon Brothers an-
nounced its decision to relocate its domes-
tic U.S. Operations Division to Tampa.
They have chosen a site at Hidden River.
The site selection process had brought
Tampa to the short list of three, along
with Columbus, Ohio and the New York
Metropolitan area. From that point it ap-
peared to be a relatively easy decision.
The cost of running their operation in
Tampa would be approximately one-third
of that in New York and a move to Ohio
would not ensure that key employees
would want to relocate. While Salomon
continues to be committed to New York
City for their global headquarters with
more than 3,000 employees, the support
functions-processing transactions, rec-
onciling accounts and paying dividends-
will be carried out in Tampa.
"This decision has been made after
careful review of our technology needs.
We will build a state-of-the-art, cost-effec-
tive processing facility that will take us
well into the 21st century," said Bruce
v: Carp, Chief Administrative Officer of
Salomon Brothers. The move will allow
Salomon to accomplish three things: bring
in new technology, redesign their process-
ing flow and achieve a more self-managed
team organization, less bureaucracy.
Plans for relocation of Salomon em-
ployees began immediately after the final
decision. Kasey Shimberg of the Tampa
Committee of One Hundred spent six
weeks in New York City acquainting exec-
utives with what Tampa Bay had to offer.
Additionally, during those same six weeks,
executives were flown into Tampa Bay
each weekend for tours of the area. As a
result, an overwhelming majority of those
asked to relocate have chosen to do so.
Tampa Bay will see an economic boost
of at least $35 million as a result of this
relocation. But more importantly, a suc-
cessful move by Salomon would be a mag-
net for other blue blood Wall Street firms.
The savings to Salomon will be so hefty
that analysts wonder why it hasn't been
done sooner-our sentiments exactly!
,0 ....,__...........
I
General Electric from page 1
The plant currently employs approxi-
mately 1,620 people and has an estimated
annual economic impact of $130,000,000
to our local economy. During the hearings
contacts were made by the PEDC with
two major bidders: Allied Signal Aero-
space Company from Kansas City,
Missouri, and Martin-Marietta Energy
Systems, Inc. from Oak Ridge, Tennes-
see. Since both companies have expressed
a strong desire to establish operations
here, the PEDC, in conjunction with the
Pinellas County Industry Council, has as-
sisted both of these companies in estab-
lishing local offices near the Pinellas plant.
It is likely that one or two other major
corporations will also enter the competi-
tion. We will continue our high level of
support. If the bay area suits the success-
ful bidder, it is anticipated that the plant
will not only stay in operation here, but
also expand its production into other high-
tech fields thus strengthening our job
pool for the future. Some PEDe members
will be asked to assist in the hosting
process in the near future. Either Allied-
Signal or Martin-Marietta would be excel-
lent additions to the county.
RECESSION AS OPPORTUNITY
Rather than passively allow the reces-
sion to "happen to them," many of our
Pinellas businesses are viewing the reces-
sion as an opportunity.
On February 20, representatives of
companies served by SPJC's Corporate
Training Services (CTS) filed into the Car-
illon Center to view Tom Peters' latest
video, "Recession as Opportunity: Smart
Moves for Tough Times." Following Tom
Peters' advice, these companies are look-
ing for smarter ways to provide employee
involvement by using vendors such as
SPJC's Corporate Training Services,
known for its quality, flexibility, quick re-
sponse-and cost effectiveness.
For instance, General Electric noticed a
marked decrease in its trained clerical em-
ployees while at the same time consider-
ing laying off plant workers who had some
8 Summer 1991
,-,
secretarial skills. Feeling compassion for
its employees and needing to find a cost
efficient way to fill its secretarial needs,
GE's Human Resource Department
worked with Corporate Training Services
to develop a clerical internship program.
As a result, some of those going on layoff
are now being retrained. They are taking
SPJC courses such as keyboarding skills
and will be working with professional sec-
retaries to gain an understanding of the
job requirements. Making smart moves in
tough times, GE is planning to retrain 60
employees in the first phase of its Office
Professional Program. Similarly, Honey-
well has turned to eTS to help provide
some of its technical and management
training. Nineteen computer workshops
have been scheduled, ranging from com-
puter literacy to programming. CTS is
providing 20 other workshops including
such courses as Business Writing, Chang-
ing Roles of Administrative Assistants/
Secretaries, and Humor in the Workplace.
Timeplex is also using the recession as
opportunity. It is flying its network branch
managers from various parts of the coun-
try to Corporate Training Services to par-
ticipate in 5 weeks of intensive training-
one week per month over a five month
period. The program includes managerial
skills (Project Management, Managing
Change and Conflict, Effective Presenta-
tions, etc.) and higWy technical skills
(Unix applications, network auditing, etc.)
In partnership with SPJC's Corporate
Training Services, these companies as
well as many others are making smart
moves in tough times. Clearly, recession is
opportunity!
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New Membership
The following firms are the newest additions to PEDe's membership roster.
''" .
AdMEDlA
Ms, Kristi Baetzman-Tyrrell, Associate Vice President
Mr, Gary Rubinson
AFFORDABLE HOUSING OF ST, PETERSBURG,INC,
Mr. Felix 0, Fudge
BAY AREA HOSPITAL COUNCIL
Ms. Connie Smith. Executive Director
CHARTER HOSPITAL OF TAMPA BAY
Mr, Ryan D. Beaty, Hospital Administrator
Mr. Joseph Aschenbrenner, Hospital Administrator
CHECKERS OF NORTH AMERICA, INC.
Mr. Jared D. Brown, Vice President Franch/Mkt
MR. STAN CISILSKI
COMMERCIAL GROUNDS MAINTENANCE,INC,
Mr. James Klukkert
CONCEPT
Mr,James T. Treace, President
DEEB COMPANIES
Mr. Alex Deeb, President
Mr. Robert C. Ironsmith, Vice President
DIXIE PRINTING
Mr. Lee F. Romig, President
FIDELITY FINANCIAL GROUP
Mr, J. Sherwood White, President
FISHER & SAULS
Mr. Robert Kapusta
Ms. Marilyn Polson
KARL FLAMMER FORD INC.
Mr. Karl F. Flammer, President
FLORIDA PRINT
Ms. Lisa L. Zinn, Vice President Finance
HONIGMAN MILLER SCHWARTZ AND COHN
Mr. Kenneth E. Graves
WILLIAM R. HOUGH & CO.
Mr. Edwin M. Bulleit, Vice President
Mr. Robb Hough
ITD INDUSTRIES, INC.
Mr. Joseph J. O'Brien, President
IVERSON COMPUTER CORPORATION
Mr. William Staab, Manager
KENICK
Mr. Nick A. Pusta, Vice President
KEY CARS, INC.
Mr. Glenn P. Bergoffen, President
LA TORRE CIIIROPRACTIC CENTER
Mr. William A. LaTorre. President
LE ROUX, PITTS & ASSOCIATES, INC.
Mr. L. Wayne leRoux, President
LIGHTNING OPTICAL CORPORATION
Mr. Pauljohnson. President
LlPPHARDT ADVERTISING
Mr. WilIiamJ. Lipphardt, President
HARRY W. MARLOW, INC.
Mr. Harry W. Marlow, Owner
MODERN GRAPHIC ARTS
Mr. John P. Ahearn, President
MODERN TALKING PICTURE SERVICE,INC.
Mr. Dan Kater, President
Ms. Hope Botterbusch
MOR.LlTE, INC.
Mr. Ken Adams, Director of Marketing
OLIN CORPORATION
Mr. T. R. Venditti, Director of Facilities
OSMOSE
Mr. Joe Zamborsky, Area Manager
PALMS OF PASADENA HOSPITAL
Mr. Thomas E. Fitz, Jr., Chief Executive Officer
PASADENA YACHT & COUNTRY CLUB
Mr. Anthony C. Chelena, General Manager
CITY OF PINELLAS PARK
Honorable Cecil Bradbury, Mayor
Mr. Ronald Forbes
Mr. Jim Madden
POMCO
Mr, Dick Lowe, Vice President
POWELL, CARNEY, MOORE, HUCKS & OLSON, P.A,
Ms. Mary Jo Carney
PRESTO PRINT, INC.
Mr. Andy Saylor
Ms. Marcia Cannella
SCOTT BUICK, INC.
Mr. Albert]. Leo, Vice President/General Manager
SIEMENS TEL PLUS COMMUNICATIONS,INC.
Ms. Mona C. Johnson
SIMS CRANE & EQUIPMENT CO.
Mr. Dean P. Sims, President
ST. ANTHONY'S RECOVERY CENTER
Mr. Bruno Schulz, Programs Director
Ms. Gail Swope. Community Relations Coordinator
ST. PETERSBURG MEDICAL CLINIC, P.A.
Mr. David L. Bailey, Administrator
STEINER & ASSOCIATES
Mr. Nelson C. Steiner, President
STEWART FIDELITY TITLE COMPANY
Mr. Kevin M. Hussey, President
SUNCOAST ROOFERS SUPPLY, INC.
Mr. Greg Gregory
CITY OF TARPON SPRINGS
Honorable Anita E. Protos, Mayor
Mr, Carey F. Smith, City Manager
TORONTO BLUE JAYS
Mr. Ken Carson, Director of Florida Operations
TRANSITIONS OPTlCAL,INC,
Mr. jack Denison, President
TRENAM, SIMMONS, KEMKER. SCHARF, BARKIN
Ms. Karen A. Lloyd
Mr. FrankJ. Rief III
WESTCOASTINSURORS
Mr. R. William Curtis, Executive Vice President
WILLIAMS & ASSOCIATES
Ms. Marcia Stern, Executive Vice President
WOMEN'S TENNIS ASSOCIATION
Mr. Gerard Smith, Executive Director/CEO
wroG TELEVISION - CHANNEL44
Ms. Cheryl Marks. Community Affairs Coordinator
ZARCO SUPPLY CO.
Mr, E. Michael Szarowicz, President
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Publications Available
From The Pinellas
Economic
Development Council
To receive the following publications,
please send your request check, where
applicable, to:
PEDe
13770 58th Street North, Suite 316
Clearwater, FL 34620
For additional information, please call
535-3630.
The Source: a Guide for
Business Development in
Pinel/as COUltty. . . . . , . . . . . .$18.00
Pillel/asjo/lrna/o/Commerce
& Industry. . . . . . . . . . . . . . . .$18.00
Why Fortune 500 Companies
Are Moving to Paradise. . . . . . . $.50
Maps o/Tampa Bay
btdustriallBusiness Parks. . . . $1.00
Water Conservation Materials:
10 Ways to Save a Drop.. .. .. .. .. nle
50 Ways to Save a Drop. . . . . . . . .. nl e
Xeriscape .. .. .. .. .. .. .... ..... nle
So Vim Think There's
Plenty of Water. , . . . . . . . . . . . .. nl e
Concurrency Directory
PEDC members. . . . .. .. .. .... nle
Non-members. . . . . . . . . . . . . . $5.00
Business Guide to Education
and Training Programs in
Pinel/as County. ..,........... nle
Pinel/as COlmty Legislative
Delegation Directory -1991. . . ., nl e
-~
PEDe Membership Information:
o Please send PEDC membership information to me at the following address
o Please send PEDC membership information to the following person. You may use my name in the cover letter.
COMPANY NAME
CONTACT PERSON
ADDRESS
CITY STATE ZIP
PHONE ( )
If this request is fo1' a membership referral, please include:
YOUR NAME
YOUR COMPANY
PHONE ( )
- ,-r..', _ .'.,
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Summer 1991 9
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'(,:,:\",,::\:::,)'{' '" :i"'<:.' RECARD
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· The PACT Institute for the Performing
Arts at Ruth Eckerd Hall was selected as
the only performing Arts Institute in the
Southeastern United States to participate
in the Kennedy Center's model program
for the performing arts.
· Tampa International Airport received
global honors from the Robb Report, the
magazine for connoisseurs, as the 1991
"best of the best" airport.
· The Tampa Tribune reported that in
Pinellas County existing home sales rose
to 792 in April, up from 730 in March and
up from 664 in April of last year.
· Federal Construction of St. Pete (the
Vinoy) has acquired Pittsburgh-based
Figgins Construction Group.
· Home Depot, Inc. has chosen Tampa as
the site of its Southern Regional Head~
quarters.
· Defense contractor, Group Technolo~
gies Corp., a private company with 700
employees, has received a contract esti-
mated to be worth about $4 million to
make secret communications equipment
for the U.S. Defense Department.
· The U.S. Army awarded Olin Ordnance
in St. Petersburg two contracts for am-
munition totaling $24 million.
· Owens International Credit Inc. of Lar-
go has been selected by the State Depart-
ment of Commerce to administer a newly
established Shared Foreign Sales Corpo-
ration program. The program, which al-
lows a tax credit on export income, is
intended to stimulate Florida exports,
· Honeywell, Inc.'s division in Clearwater
was awarded a $26.1 million U.S. Navy
contract to produce guidance system
components for the Trident missile pro-
gram.
· Aerosonic Corp. of Clearwater was
awarded a $6.7 million contract from the
U.S. Army Aviation Systems Command.
TRANSPORTATION SUMMIT
Over 275 people attended the Annllal
Bay Area Transportation Summit on
February 12th. Don Crane, chairman of
the Summit and president of Floridians for
Better Transportation, deserves a tre-
mendous "thank you" for putting together
an excellent program.
WVd SV113NId
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27
JUNE 27
Facility Tour - Salvador Dali Museum
5:30 -7:30 p.m.
JUNE-AUGUST 15
Accepting Nominations for the
First Annual Environmental
Excellence Awards
AUGUST (date TBA)
Facility Tour - Isaly Klondike Company
SEPTEMBER 16-20
Industry Appreciation Week
OZ9tC
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FINAL AGENDA - CITY COMMISSION MEETING - August 1, 1991 (6:00 P.M.)
Welcome. We are glad to have you join us. If you wish to speak please wait to be
recognized, then state your ~ and address. Persons speaking before the City
Commission on other than Public Hearing items shall be limited to 3 minutes. No person
shall speak more than once on the same subject unless granted permission by the City
Commission.
Pledge of Allegiance
Invocation
Service Pin Awards
Introductions and Awards
Presentations: Todd Pressman
outline Youth Builders Program
Minutes of Regular Meeting July 18,
1991
Citizens to be heard re items not,
on the Agenda.
Not Before 6:00 P.M. Scheduled Public Hearings
I.
II.
III.
IV.
V.
VI.
VII.
:\
I
(1)
(2)
(3)
(4)
Presentation of issues by City staff.
Statement of case by applicant or
representative (5 minutes).
Statement of case by opposition
(5 minutes).
Commission questions.
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(5) Comments in support and in
opposition: (a) individual (3
minutes); (b) spokesperson for groups
(10 minutes).
16) Commission questions.
7) Rebuttal by opposition (5 minutes).
8) Final rebuttal by applicant or
representative (5 minutes).
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VIII PUBLIC HEARINGS
9. Public Hearing & First Reading Ord.
#5107-91 - LOCTA - creating Div. 23A
within Chapter 135, Code of
Ordinances, establishing a new
Research, Development and Office Park
District (PLD)
10. (Cant. from 7/18/91) Alcoholic
Beverage Distance Separation Variance
for Beach Diner located at 56
Causeway Blvd., City Park Sub., part
of Lots 7, 8 & 9 (City, AB91-16)(PLD)
Public Hearing - Second Reading Ordinances
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12. Ord. #5108-91 - Land Use Plan
Amendment to Commercial/Tourist
Facilities for property located in
Blackburn Sub., parts of Lots 8 & 9
(Baker, et al. LUP91-02)
13. Ord. #5109-91 - Annexation for
property located in Blackburn Sub.,
parts of Lots 8 & 9 (Baker, et ale
A91-02)
14. Ord. #5110-91 CH Zoning for
property located in Blackburn Sub.,
parts of Lots 8 & 9 (Baker, et al.
A91-02)
11. (Cont. from 7/18/91) Variance to Sign
Regulations for property (ClearWater
Collection) located at 21684 US19N,
Clearwater Collection, Second Replat,
lots 2 & 3 (Clearwater Collection
Associates Ltd. SV91-13)(PLD)
15. Ord. #5111-91 - Vacating utility
easements lying along N 5' of Lots 1
& 4, and S 5' of Lots 2 & 3, Mandalay
Sub., Blk 47 (Rumph V91-06)
16. Ord. #5112-91 - Vacating drainage and
utility easements lying along N 5~ of
Lot 194 and S 51 of Lot 195,
Morningside Estate Unit 1 (Beth
Shalom V91-05)
CITY MANAGER REPORTS
IX CONSENT AGENDA (Items #17-34)
Agreements
17. Banking Services Agreement with
, Barnett Bank of Pinellas County for a
period. of three years commencing
10/1/91, for an estimated amount of
$73,266 per year (AS)
8/1/91
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35.
36.
37.
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18.
Joint Project Agreement with Pinellas
County to install 8,326 feet of 4"
polyethylene gas main along Tampa
Road from US19 to East Lake Road for
$101,466.86 (GAS)
Lease Agreement for marina building
rooms #5 and #9 to Roy M. and Mary
Kay Carpenter, d/b/a Marina Gifts and
Souvenirs, for a 5 year period,
10/1/91-9/30/96, for the total sum of
$126,000 plus 10% of the annual gross
revenue exceeding $241,200 (MR)
Lease Agreement with Edward M. and
Ursula M. Metallo, d/b/a Marina
Restaurant, for a 5 year period,
10/1/91-9/30/96, for the total sum of
$78,000 plus 10% of the annual gross
sales revenues exceeding $144,000
(MR)
Lease Agreement for marina building
rooms 131 and #32 to Carter
Communications, Inc., (Beach Views)
for a 5 year period, 8/1/91-7/31/96,
for the total sum of $18,000 (Consent
Agrmt)
19.
20.
21.
Bids & Contracts
22.
Extension of contract to purchase
general purpose paint to Havco
Paints, Inc., Clearwater, FL, for the
period 8/5/91-8/4/92, at an estimated
cost of $13,000 (GS)
One-year contract, 10/1/91-9/30/92,
to purchase periodical subscriptions
and serial standing orders to Ebsco
Subscription Services at an estimated
amount of $69,000 (LIB)
Extension of contract for purchase of
liquid alum for water pollution
control with General Chemical Co.,
Parsippany, NJ, for the period
10/1/91-9/30/92 for an annual
estimated cost of $140,000 (PW)
Contract for remedial repairs to the
guardrail system at the existing
Clearwater Pass Bridge to Highway
Safety Devices, Seffner, FL, for
$12,473 (PW)
,.:~' ,'>>~.. :--."::,,,-.~/.:~ ,,:,-:,.,~;'.~'~,,_ /';...:: :;';;'.:~'i:':,:."~: ';"'~,,':':: ':''';:~~,..''l',,,,,
26. One-year annual contract for purchase
of miscellaneous brass water fittings
to Hughes Supply, Inc., Clearwater,
FL, for the period 8/2/91-8/1/92, at
a total estimated cost of $39,492.50
(PW)
27. Purchase of the N 60' of Lots 12 and
13, W. F. Hughey.s Sub., Blk 1, for
the purchase price of $48,000
(Simpson)(PW)
28. Three year contract for hydrogen
sulfide control to Peroxidation
System Inc., Orlando, FL, for the
period 6/16/91-6/15/94, at an
estimated 3 year total cost of
$1,017,035 (PW) .
Citizens & Staff Requests
29. Ranking of prospective consulting
engineers to prepare a Citywide
Stormwater & Watershed Management
Master Plan and authorize
negotiations with the selected firms
(PW)
30. Clearwater representative on PSTA - 1
appointment (CLK)
Change Orders
31. C.O.#10 to the contract for the East
Advanced Pollution Central Facility,
increasing the amount by $27,140 for
a new total $14,479,738 (PW)
Plans &.Plats
32. Revalidation of Certified Site Plan
for Clearwater 19 Industrial Park
located on the E side of US19 approx.
1,300' N of Drew St., Sec. 8-29-16,
M&B 32.02 (Kunnen)(PLD)
Receipt & Referral
33. LOCTA - Revision of the definitions
IISubstantial Improvement" and "Market
Value of the Structure" with regard
to the Flood Protection Regulations
(PLD)
34. Proposed amendment of the Lot
Clearing Ordinance (PLD)
X OTHER ITEMS ON CITY MANAGER REPORT
38. Comm~nity Relations Board - 1
appointment (CLK)
39. Parks and Recreation Board - 1
appointment (CLK)
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First Reading Ord. #5118-91 -
allowing for refunding the 1983 Gas
System Revenue Bonds (AS)
Res~ 191-28 - Accepting a franchise
(Safety Harbor Res. #91-21) for the
purpose of furnishing natural gas
within the City of Safety Harbor
(GAS)
First Reading Ord. #5120-91 -
combining Chapters 138, 139, 140,
141, 142 and 144 into Code of
Ordinance Chapter 138 regarding
building, electrical, plumbing, gas,
mechanical and roofing codes enforced
by the Building Inspections Division
8/1/91
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Other Pending Matters
CITY ATTORNEY REPORTS
XII
First Reading Ordinances
40.
Ord. 15121-91 Vacating N 3.5' of
7.5' utility easement on S side of
Lot 11, Blk 24, 5th Addition to
Highland Pines Sub. (Melmoth V91-04),
41.
Ord. '5122-91 Vacating S 2.5' of
15' utility easement lying along N
side of Lot 36, Del Oro Groves First
Addition (Bianco V91-07)
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XIII
, Other City Attorney Items
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42.
Withdraw application for amendment to
the Comprehensive Land Use Plan
Designation for Clearwater Christian
College property
XIV
City Manager Verbal Reports
XV
Other Commission Action
XVI
Adjournment
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CLEARWATER CITY COMMISSION
Agenda Cover Memorandum
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Item 1#
Meeting Date:
8/01/91
Subject:
SERVICE AWARDS
Recommendation/Motion:
The following
employment of
employees be presented
the City of Clearwater.
with
service
awards
for
their
length
of
service
in
the
o and that the appropriate officials be authorized to execute same.
BACKGROUND:
5 Years:
Rex D.
William
Eugene J. Cunningham
Leroy Sams
Glen Altomare
Milton R. Cason
Whittenberger
K. Dauber
General Services/Fleet
Administrative
Police
Public
Public Works/Infrastructure
Admini strati ve
Maintenance
Services/Utility Customer
Support
Works/Public
Service
Services/Risk
Management
10 Years:
Catherine M. Slack
Viola M. Wasilewski
David L. Ford
Marlinda J. Neal
Police
Public Works/Environmental
Parks & Recreation
Administrative Service/Utility Customer Suport
15 Years:
Ruth P. Weglarz
Police
20 Years:
Robert J. Bekker
Police
25 Years:
Marlene P. Havens
Library
Reviewed by: Orlglnay,"o Dept.: 1 Costs: Commission Action:
ersonne Total o Approved
Legal
Budget o Approved w/conditions
Purchasing User Dept.: Current FY o Denied
Risk Mgmt. o Continued to:
DIS Funding Source:
ACM Advertised: o Capt. Imp, Attachments:
Other Date: o Operating
Paper: o Other
Submitted by: o Not required
Affected parties Appropriation Code:
o Notified o None
o Not required
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TO:
Mayor Rita Garvey
FROM:
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Betty Blunt, Confidential Clerk Receptionist
COPIES:
City Commissioners, Michael Wright, Cyndie Goudeau
" SUBJECT:
Presentations at the August 1, 1991 City Commission
DATE:
August 1, 1991
The following presentations will be made at the August 1, 1991 City Commission meeting.
SERVICE PINS
NO SERVICE PINS TONIGHT
Employee of the Month for July, 1991 is Charlie Brinson, Public Service Supervisor I,
Public Service Division, Public Works Department. (write-up attached, Mr. Brinson has
"already received his check)
PresentationS
Parks and Recreation Appreciation Award
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Agenda No.
Meeting Date:
8 1
91
MEMORANDUM TO:
The City Com mission of the City of Clearwater
SUBJECT:
CITY COMMISSION MINUTES OF Regular Meeting July 18, 1991
RECOM MENDATION:
APPROVE MINUTES AS SUBMITTED BY THE CITY CLERK
C And that the appropriate officials be authorIzed 'to execute same.
BACKGROUN 0:
~ubject minutes were submitted to the Commission with regular daily mail
Commission Disposition:
1. Approved as RecommendtdlRevlllCl/Condltional
2. Continued to
FoI lOW-Up Action:
dot.
Submitted by: Advertised: C Affected Costs: CAttachments:
Dati: Parties Fundlnca Source:
Notified CJ Capital Improve-
City MQnQ~er Paper: of Meetln; ment Bud;et
eNol Required C Not Required C Op.ratin~ BudQet
Cather
Date e, Sequential OrlQlnatlnQ Oepartmlnt:
Appropriation Code
Reference C None
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Meeling Date:
Cf
CLEARWATER CITY COMMISSION
Agenda Cover Memorandum.
, \
8/01/91
SUBJECT:
Land Development Code Amendment Establishing a Research, Development and Office
Park (RD) Zoning District.
RECOMMENDATION:
city commission approve the proposed Research, Development and Office Park (RD)
zoning district and pass on first reading Ordinance No. 5107-91.
[ ] And that the appropriate officials be authorized to execute Game.
BACKGROUND:
The proposed new zoning district described in the attached ordinance has been
developed to accommodate less intensive manufacturing and research and
development type uses than those permitted in the Limited Industrial zoning
district. Such a zoning district will provide greater flexibility in
addressing the need for industrial development in the city of Clearwater.
The staff would propose using this district in cases such as the Gerald Rehm
property on Lakeview Avenue and the proposed conversion of a portion of the
Park Place development on Gulf-to-Bay Blvd. from an office development to a
research and development project. (This latter case will be on the
Commission's August 15, 1991 agenda for first reading; copies of correspondence
the staff has received concerning this matter and its relationship to the
ordinance under discussion are attached.) These sites are located in areas
near residential neighborhoods and are therefore unsuitable for unrestricted
industrial development.
The permitted and conditional uses proposed for establishment in the Research,
Development and Office Park (RD) District, will be significantly more
compatible with residential, office and light commercial development than many
of those allowed in the Limited Industrial District. Consequently, once the
new district is in place, the city commission will have greater flexibility in
balancing Clearwater's economic development and neighborhood preservation
needs.
From the original ordinance that the Commission received on June 20, 1991, the
following changes have been recommended by staff as a result of discussions
with potential users of the proposed district, the Planning and Zoning Board
and the Commission:
Reviewed by: ~
Legal_
Budget NA
Purchasing NA
AiSk~
DIS 2.-
ACM
Other NA
Commission Action:
[J Approved
o Approved w/conditions
(.J Denied
lJ Continued to:
Originating De
~It<<J &
osts: M
Total
User Dept.:
Current FY
Funding Source:
LJ Cap!. Imp,
[] Operating
o Other
Attachments:
Ord1nance No. 5107-91
Correspondence (3 Letters)
Advertised:
Date: 7/25/91
Paper: Clw. Tirres
o Not required
Af(~ted parties
lJ Notified
~ Not required
Appropriation Code:
o None
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-iff
ORDINA~CE NO. 5107-91
AN ORDINANCE OF TJfE CITY OF CLEARWATER, FLORIDA,
RELATING TO THE LAND DEVELOPMENT CODE; CREATING A NEW
DIVISION 23A WITHIN CHAPTER 135, CODE OF ORDINANCES, TO
ESTABLISH A NEW RESEARCH, DEVELOPMENT AND OFFICE PARK
DISTRICT; ESTABLISHING DISTRICT SIZE REQUIREMENTS,
PERMITTED AND CONDITIONAL USES, USE LIMITATIONS, AND
DIMENSIONAL AND NUMERICAL DEVELOPMENT REQUIREMENTS;
AMENDING SECTION 136.025, CODE OF ORDINANCES,' TO
ESTABLISH SUPPLEMENTARY STANDARDS FOR THE APPROVAL OF
BUSINESS SERVICES, HOTELS/MOTELS, MANUFACTURING USES,
MARINA FACILITIES, PERSONAL SERVICES, RESIDENTIAL
SHELTERS, AND RESTAURANTS AS CONDITIONAL USES IN THE
RESEARCH, DEVELOPMENT AND OFFICE PARK 01 STRICT:
PROVIDING AN EFFECTIVE DATE.
BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF
CLEARWATER, FLORIDA:
Section 1. Division 23A of Chapter 135, consisting of Sections 135.1521
through 135.1526, Code of Ordinances, is created to read:
Division 23A. Research, Development and
Office Park District (RD)
Sec. 135.1521. General description.
This district is created to reserve certain land areas for research,
development and office park uses with complementary service uses.
Sec. 135.1522. Establishment/contraction.
It is intended that four (4) acres or more be provided to establish a new
Research, Development and Office Park District and that no existing Research,
Development and Office Park District be contracted to an area of less than four
(4) acres, unless the city commission by ordinance determines. that a reduced area
is in the public interest.
Sec. 135.1523. Permitted uses.
Within Research, Development and Office Park Districts, only the following
uses (and structures designed to serve such uses) shall be permitted:
. (1) Business and professional offices, other than medical and .dental
offices and medical and dental clinics.
(2) Research facilities and laboratories.
(3) Photographic processing facilities.
(4) Printing and publishing facilities.
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(5)
medicinal
products.
of drugs
1i mi ted
and other
to opt ica 1
Processing, manufacturing,
and pharmaceutical products,
or compounding
including but not
(6) Assembly of electronic components and precision instruments.
(7)
Assembly and production of jewelry, silver and plated ware, and art
goods.
(8)
Production of confectionery or baked goods.
(9)
public.
Medical c1inics/laboratories not principa1lydea1ingwith the general
(10)
Accessory dwellings for security purposes.
(11)
Accessory uses.
Sec. 135.1524.
Conditional uses.
Within Research, Development and Office Park Districts, the following uses
may be permitted as conditional uses:
(1) Alcoholic beverage sales (consumption on premises).
(2) Business services.
(3) Hotels/motels.
(4) Manufacturing uses.
(5) Marina facilities.
(6) Personal services.
(7) Residential shelters.
(8) Restaurants.
Sec. 135.1525.
Use limitations.
(1) One accessory dwelling may be provided for security purposes on any
property having a lot area of one (1) acre or more.
(2) All alcoholic beverage sales shall
provisions of chapters 72 and 136.
camp 1y wi th all
app 1 icab 1e
(28)
(3) Residential shelters
units per net acre.
have a maximum density of twenty-eight
shall
(4) Accessory uses shall comply with Section 136.008.
2
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provisions, airport restrictions, and other regulations contained in section
136.004.
(6) Minimum open space:
a. For the lot: Twenty (20) per cent of the lot area.
b. For the front yard: Fifty (50) per cent of the front yard area.
(7) Maximum floor area ratio: 0.4.
(8) Minimum bu ilding separation distance within a development: Each
building within a development shall be separated from each other building within
the same development by a distance equal to forty (40) per cent of the sum of the
heights of such two (2) adjacent buildings, but in no case shall the separation
distance be less than twenty (20) feet.
(9) Maximum building coverage: Forty (40) per cent.
Section 2. In Subsection (c) of Section 136.025, Code of Ordinances
Paragraphs (6), (24.1), and (25) and the introductory sentence of Paragraph (17)
are amended, and Paragraphs (12.1), (16.1), and (22.1) are added, to read:
Sec. 136.025. Conditional use standards.
(c) Supplementary standards, by category of use. The fo llowi ng standards
(which apply to the identified category of use) shall supplement the general
standards of use identified above and no conditional use shall be authorized
unless determined to meet all of the standards applicable thereto.
'It
*
*
*
*
(6) Business services may be permitted within the Neighborhood Commercial
~istricts upon determination that the use complies with all of the general
standards contained in subsection procoeliAg ~aY'agraph (b) of this section.
Business services mav be permitted within the Research. Development and Office
Park District upon determination that:
.L.
b.
subsection
The use com lies with a 11 of the
b of this section.
eneral standards contained in
*
*
*
*
*
112.1) Hotel/motels may be permitted in the Research. Development and
Office Park District upon determination that:
4
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primary purpose, services to a property or
of the permitted use of the Research,
and is located not more than one uarter
erties. and
b.
subsection
The use com 1 ies with all of the
b of this section.
enera1 standards contained in
*
*
*
*
*
(16.1) Manufacturina uses may be provided in the Research. Development
and Office Park District upon determination that:
~ The hours of operation are compatible with surroundinQ uses:
b. The volume of traffic Qenerated by the use is compatible with
surroundina uses:
~ Any noise aenerated bv the use is compatible with surroundina uses;
and
d.
subsection
enera1 standards contained in
The use com lies with all of the
b of this section.
(17) Except as provided herein, marina facilities may be permitted in the
Beach Commercial, Resort Commercial IITwenty-Fourll and "Twenty-Eight,1I General
Commercial, Research, Development and Office Park. and Public/Semi-Public
Districts, subject to the following:
*
*
*
*
*
j22.1) Personal services may be permitted in the Research, Development
and Office Park District upon determination that:
~
uarter
b.
subsection
The use com lies with all of the
b of this section.
eneral standards contained in
*
*
*
*
*
(24.1) Residential shelters may be permitted within the Multi-Family
Residential Districts, and the limited Office, Neighborhood Commercial, General
Commercial, Highway Commercial, limited Industrial, Research, Development and
Office Park and Public/Semipublic Districts upon determination that the use
complies with all of the general standards contained in subsection prcccdiAg
~aragra~h (b) of this section.
(25) Restaurant and indoor retail sales may be permitted in conjunction
with a golf course in an Open Space/Recreational District upon determination that
5
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r
EEl
John C. P-'c
Director of Opef,tIOflS
/
Julie 27, 1991
Mr. Timothy A. Johnson, Jr.
91t Chestnut street
P. o. aox 1368
Clearwater, FL 34617-1368
Dear Tim:
Thank you for the information on the proposed new zoning category.
There are some areas which may be cause for concern and are listed
below:
Sec. 135.J.523
Permitted uses
include manufacturing as well as processing
If IImedical related products" were added, this
all light manufacturing which I envision could
place in the future as a manufacturing, processing or
operation.
Item (5) should
and assembly.
would cover
take
assembly
Sec. 136.025
Conditional use standards
have already deleted this item.
delivery vans for equipment or
16.1 (b). It appears you
Occasionally, we require large
bulk shipments of components.
~
(c). We
future; we
not know if this
surrounding uses.
three shift
on several
considered
the
I do
with
operation in
occasions.
cOIqpatible
may need to
have run
run a
two shifts
would be
We currently emit Freon from our scrubber unit on our
roof. Since we sterilize our lenses, this is the by-product
released after ethylene oxide gas sterilization. It is color-
less and the odor cannot be detected at ground level. I would
suggest modification to include "poses no risk to the health
and safety of persons in the vicinity of the use".
emissions are in full compliance with all EPA and OSHA
requirements and no ethylene oxide gas is emitted from
facility due to the action of our roof scrubber unit.
unit converts the sterilant qas to Freon gas.
(e) .
Our
our
The
STORZ OPHTHALMICS. INC.
t 3S5 HMrIIfIt A lfO,
CINtwa,.,. FlorIda 34615
'''3144'-6<<>6 '
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These
current or
conditions
appear to be the only
future uses; however,
may affect Cyanamid's
.
I ~ill
review
issues that might
I cannot determine
objectives.
conflict with our
whether these
send a copy of the
and. comment.
proposal
Sincerely,
QIC
(/'JOhn
iac
JPBLDG6.27
C'
c.
pelc
~~.
by
FAX today to
June 27, 1991
Dan Mulvaney
for
. .
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JOHNSON. BLAKELY. POPE, BOKOR. RUPPEL & BURNS. R A.
ATTORNEYS AND COUNSELLORS AT LAW
E. D, ARMSTRONG III
BARBARA A. BACCARI
JOHN T. BLAKELY
BRUCE H. BOKOR
GUY M. BURNS
MICHAEL T. CRONIN
EUZABETH J. DANIELS
USA B. DODGE
BRIAN B. EVANS
MARION HALE
REBECCA HENSON HUDOBA
SCOTT C. ILGENFRITZ
FRANK R. JAKES
TIMOTHY A. JOHNSON. JR.
SHARON E. KRICK
JAMES G. LEWIS
MARIA MAISTREWS
MICHAEL C. MARKHAM
DANIEL L. MOODY
DAVID J. OTTINGER
F, WALLACE POPE, JR,
DARRYL R. RICHARDS
DENNIS G, RUPPEL.
CHARLES A. SAMARKOS
JOHN A. SCHAEFER
STEVEN M. SEIBERT
JARY V. STREITWIESER
CHARLES M. TATELBAUM
GLEE A. TRIPLETT
JOAN M. VECCHIOU
MICHAEL T. WILUAMS
. OF COUNSEL
PLEASE REPLY TO CLEARWATER
FILE NO.
32ll2.85789
July 15,
1991
Mr. Scott Shuford
Planning Manager
City of Clearwater
Post Office Box 4748
Clearwater, Florida 34618
REceIVED
RE:
American Cyanamid Company
,JUL 1 '/ ,qql
rJL ,17.1;'IING
.. ."l. j,'~..' & URBAN
DEVELOPMENT DEPT.
Dear Scott:
I enjoyed meeting with you last Friday. This letter confirms
that you will be amending the definition of permitted uses in the
proposed Research, Development, and Office District to allow as a
matter of right the manufacturing of medically related items.
Based upon this change, we have amended our zoning change
application to request that the proposed zoning for Storz be
changed from Limited Industr ial to Research, Development, and
Office District.
Please forward me a copy of the revised ordinance at your
earliest convenience.
Very truly
GJh;-;',
yours,
Johnson,
Jr.
TAJ : j b
cc: Mr. Daniel J. Mulvaney
Mr. James M. POlatty, Jr.
Richard Davis, Esq.
P.
dealing
S. If
with
you cou ld
the general
eliminate the
public" as a
phrase
modifier
"not pr inc ipally
attached to the
TAMPA OFFICE
20' E, KENNEDV BOULEVARD
POST OFFICE BOX 1100
TAMPA, FLORIDA 3360 1.11 00
T'El.EPHONE cat 51 zzs.aoo
Tl!LECOPlEA ca,s) 225-7 t lIS
CLEARWAoTER OFFICE
91 I 0iESTNUT STREET
POST OFFICE BOX 1368
CLEARWATER. FLORIDA 34617.1368
TELEPHONE 18t31 46t.18t8
TELECOPlER 18t31 44t-8611
PASCO COUNTY OFFICE
e7~ RIDGE ROAD
SUITE 101
PORT RICHEY. FLORIDA 34668
TELEPHONE 18'!llS4&C)Og1
TELECOPlER 18t!l84a.e5SllS
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JOHNSON. BLAKELY. POPE. BOKOR. RUPPEL & BURNS, P. A.
ATTORNEYS AND COUNSELLORS AT LAW
City
July
Page
Mr. Scott Shuford
Planning Manager
of Clearwater
l5, 1991
2
permi tted use of "business offices," you
toward making this deal happen. The seller
the land use and zoning of this property to be
buyer (Storz) commits to buy the property
hesitant to commit to acquire the property
period for the development order has expired.
this problem with Jim POlatty. If Clearwater's zoning
enacted in such a manner that the seller lost nothing as
of the rezoning, however, perhaps we could bridge
between buyer and seller and solve a real problem. If
any questions regarding this situation, please call.
could
is
long way
reluctant to allow
changed unless the
and the buyer is
until the appeal
I have discussed
codes were
a result
th is gap
you have
go
a
T. A. J.
9 11/TAJ/32ll2MBL3
85789
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MOTION TO AMEND ORDINANCE 5107-91
1. In the title, after "BUSINESS SERVICES," insert "COMMERCIAL OR
TRADE SCHOOLS,".
2. On page 2, in Section 135.1524, add a new subsection (9) to
read:
(9 )
Commercial or trade schools.
3.
the
On page 4,
following:
before the amendment to Subsection
(12.1),
insert
the
and
(9.1)
Limited Office~aftQ General
Office Park districts upon
Commercial
or
trade schools may be
Office, and Research,
a deter.mination that:
permitted within
Development
a.
enclosed
All instructional areas
building and all teaching
shall
shall be
be loca ted
conducted
within
indoors.
an
b. The use shall comply with all of the general standards
for conditional uses.
*
*
*
*
*
Recommended by:
Planning and Zoning Board.
MAGI 8-1-91
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C.C. 8/1/91
AB 91-16
Page 2
On July IG, 1991, the Planning and Zoning Board granted a conditional use
permit allowing the expansion of the area associated with alcohol'ic beverage
sales, subject to the following conditions: 1) The applicant shall obtain the
requisite occupational license within six (6) months from the date of this
public hearing; 2) Alcoholic beverage sales shall be limited to consumption on
premises only, with no package sales; 3) The applicant shall obtain a variance
for eight (8) parking spaces from the Development Code Adjustment Board; 4) The
applicant shall obtain the requisite alcoholic beverage separation distance
variance from the city Commission; and 5) The applicant shall continue to
observe the City of Clearwater sign regulations.
The Development Code Adjustment Board will consider a parking variance allowing
an eight space reduction in the number of required parking spaces on July 25,
1991. The staff will apprise the Commission of the Board's action on that
request.
The applicant has violated City sign regulations which prohibit the use of
vehicle signs by parking a van which displays the Beach Diner's name in a
prominent fashion at the intersection of Mandalay and Marianne. At the request
of city staff, the applicant has ceased this practice. Conditions of approval
by the Planning and Zoning Board require the applicant to comply with the sign
code.
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I A.B.'" 1/-1-()
CITY OP CL.BARWA1"ER
ALCOHOUC BEVERAGE SALES . ~ DISTANCE VARIANCE APPUCATlON
(please Print or Type, Black Ink Only)
.PROPERTY OWNERS NAME &: ADDRESS:
(Attach Proof Per InstructioDs)
(:~I O~ C.\E~~~
~~\ D~il.E ~\))C Lr,~~
L\~,C;.(t..... r'- ~~lo\ '0
-REPRESENTATIVES (d'my) NAME AND ADDRESS:
-
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TELBPHONE #: L\ ~ (p ~ 00
NAME OP BUSINESS:..J3~~
ADDRESS OF PROPERTY (Subject of Request): ~ lD
('\~~--te.L 'bc:~ f=L
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LP-l L: 4" '-i'"
TEt.EPHONB .".,
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LEGAL DESCRIPTION OF PROPERTY (Subject of Request):
~cc
P\\'\ f\.()....G: 0
ZONING DISTRICl':
c~
VARIANCE REQUEST (Dc::saibeIBc SpccificlAttach Admnmul811J. x 11 inch sheet if needcd):
Variance of <oS feet from minimum distance requirement to allow alcoholic beverage sales within (::.S' feet".. from
(check one or more): Church, Schoo~ _ Hospital, Residential Zone, K7 Similarly Licenced
Alcoholic Beverage Establi!:hmeDt (COP License). I
State Beverage License D~;8"'"tion: rl c n Y
Holder of State Li~! ~ ~2..~~ 1 ~~ -::t"",'\ c...,
A CONDmONAL USE APPLICATION FOR ALCOHOUC BEVERAGE SALES FOR THIS PROPERTY WAS
APPROVED BY THE PLANNING &. ZONING BOARD ON (DATE).
U~ VARIANCPS (CHECK ONE): .ARE NOT NECESSARY, OR WERE APPROVED BY THE
DEVELOPMENT CODE ADJUSTMENT BOARD ON (DATE).
I HAVE READ ORDINANCE 4420-87 AND SECTION 137.0.12, CODE OF ORDINANCES OF THE CITY OF
CLEARWATER. . , .
REASON FOR V.ARIANCE REQUEST - In order for the City C~~on to make the detc:rmin.aJion prescribed by
Ordimmce 4420-87, the following stateme"ts MUST be completed:
.-.- .
r/t1-&4
II.
1. There are special conditions or cirr.nmd"lln~ applicable to the property involved because:... ~e,
p1Vi,-,;-h"D'? ,j ~ -/;j- ~ a~ ~., ~ cZ..rc tr-;;T ......
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2. Such variance is necessary for the prcscrvationand -enjoyment of a st'~ftn,l propcn:yright possessed by other property
in the same district un.dcr the n:nns of this ortfmtnu~ and deu;ed to the pl0peity in question because: ""c>!>" v...<<.r--:u~""
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. 3. Thegraming of this varimce will DOt confer any special privilege dczzicd to other lands., SJ:1'UCt11reS, or dwI:IIiDgs in the
same district and will not be injurious to the ncigbbori1ood.. or othe:rwisc ~;h.",,"DI to the public welfare because:
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SIGNATURE OF PROi"l:.KTY OWNER e'-oRREPRESENTAT1VE):~ ~ ~
Before me, the ,nui--aS"~ authority, pcrsauaJly appeared S~a1 c:.. c ~ DL el. who bciDg duly swam.
sa,. IIIlder oath the ...cc-i DId fac:D set om abate 1IrC true ad ,.uuw to the best of bisfhc:r lawwIcdgc aud bdief.
/3t1. dIr1 of ..JU~ ArJ..19QI
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....ttA'DVE ~ Mu:z-.I ~ .
Swam to IIDd Ld_ . n~ b:fore me tb:is
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ALCOHOUC BEVERAGE SALES
MINIMUM DISTANCE VARIANCE APPUCATiON
Page 2
A.B."
J
I hereby affirm that I am applying for a variance for property addressed as follows: ~ ~ ~1I~~
~'JJ
C-.\ .:;~~ "-..--f2..,
\=-L
~46"1 \
Cram the distance requirement to be heard by the City Commi$~ioD, and have paid the application fee according to the
CUJ'I'CIlt schedule of feea, which will be uaed to offsct the costs to the City of Clearwater for advertizing public hearing notices
and other cxpenae&. This application is being filed prior to a decision being rendered by the PllIIl'll'li"g and Zoning Board
on a Conditional Use request for the same property. By !IligJ1i.,g this form I am acknowledging that, should the planl'lmg and
Zoning Board deny the request for Conditional Use, or should the Plllnl'ling and Zoning Board grant the request and the
decision be appealed to the State Hearing Officer the variance application will be removed from the City Commiuion
Agenda and the application fee will !!2l be refunded. Also, should the pllInning and Zoning Board connnlJC a decision on
,.
the Conditional Use request nc~c~tHting additional advertising, I will bear the additional advertising coSts.
Furthermore, should the decision of the plHnl'li"g and Zoning Board be appealed to the State Hearing Officer, I
understand the variance application will be on hold pending the Hearing Officer's decision and, depending on that decision,
I will either be liable for additional advertising costs or will forfeit my application fee.
~r~
Applicant's SigJ'lItuTc
Swom,to and subscribed before me thisJ-:$~y of ~ AD., 1A I .
~
Notary Public I
. PUBLIC STATE OF FLORIDA.
NOTAR"i MISSION EXPIRES: April 4. 1995.
MY COf\~D\l"'OT.u.y PUBLIC WlDEaWIUTEJlS.
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VARIANCE INSTRUC110NS
Auoli~riQIl and Submic~on Rea~l'!I'I~
1. The applicarlonmust be fully ~Ietcd. signed by the ~C}~OWDCr (or a reprcscnwivc of the owner),
and uotarizcd. A:ny appH.-rinl1 signed by a .l~~',"'rivc'of the owner must be suppl~f'!ftred by a power
of attorney or uol'm'i7ed sn.l'P-ml'!I'It from the 0WDer amhari:zing rcprcst::I1D1ti Proof of p~l) 0WDCtSbip
must be JlrtJlr-ft1"4 for an appli~nQTl to be t"ftl'lcin~ complete. Adcquatc proof shall consist of ODe of the
following:
a. A copy of the deed.
b. A copy of title iDsurancc.
Co A 1cnc:r from a pnf"'rirmg attorney ~.wiug JlleJpdty a\\"'-'4sbip.
2. The appH,-.,w. sball be filed at the o8ic:e of the Deve!opmcm Code Annm,;.:tralor. AI the time of filing,
a fee shall be paid ~diDg to the WIU..u1 ~J... of fecs.
3. ADy .....l~ "..or ."..-, iIILa.nM.....r r-ft.~'. pIas eX" ~ wbich are to.r .........y amllDJ-.J:.nlr"! part aftbe
"n.!' r~.aIR be ll1.ll .'.-.1 at rile IiID= al &Iiaa of die ...,.1' ~~ ~ (12) capiI::a al all siach
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PUBLIC HEARING DATES'
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NAME OF ESTABUS:HMEl'.'T -";"2 .
TO BE lJCENSED: 0 C A: <- ""'-
LEGAL DESCRIPTION OF PROPERTY:
(Subject of Request) ~~
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ZOl'llNG DISTRlCT:
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L~..ND USE PL~J\i
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PRESENT USE OF PROPERTY:
'PROPOSED' USE~bF PROPERTY:
SURROUNDING LAND USES:
North
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ALCOHOUC BEVERAGE ,::\,r) A"fbn Premise Consumo:
UCENSE DESIGNATION: CA c..O,- [ ] Package Sales .
DO YOU PROPOSE TO PROVIDE ENTERTAINMENT ON UCENSED PREMISES? If)'eS, d=sc:ibe /1(;
TYPE OF REQlJEST (Check Applicable Be:: or Bc'!""s):
[ ] Bt,ciTle..ss Ownership Cb.aDg: [ J Lic:::::s::: Dl"si~:!tiOIl
I] New Lic::JS::: ,.
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HOURS OF OPERATION: We:::kciays
ALLOWABLE CAP AClTf (Dctcr.mined by .!.'"I:': M.a.~)
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Outdoor ~ ~:: SIGNATURE OF .:..lr'~ MARSHAL
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:x.:..Y A:.n'1-IOR:ZED tC! NC.::a<<ATIVE 9WJ.. ATlENO TIE tEAANG.
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APPIDAVIT
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KathY 5. Rice. DeDutv
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City MA~Agll':'r
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. as owacr ot the propcrl)'locatc.d
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do berehy,aulboriz.c J<~~fr'; ~~ -:h,,-
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to appear b~rC'rc the:
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DevelopmeDt Code Adjustment Board (VarillDce)
~
Planning &. Zoning Board (Condilional Use)
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City COIJl.lcisSiOD (Alcoholic Beverage DisuUlCC Vasriance)
[0 request nppro\'iil of A.L..::!:.
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Before me personallyappearerla Kathy s. Rice , who being duly sworn, deposes and statc~
the matters a.nd facts set outhcrein are uueaod conecr to the best of bisfner knowledge end belief.
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CITY OF CLEARWATER
INTER-OFFICE COMMUNICA liON
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CLEARWATER CITY COMMISSION ~
Agenda Cover Memorandum ItI D ~ Item 1#
P Meeting Date:
8/01/91
SUBJECT:
Variance to Sign Regulations; 21684 US 19; owner, Clearwater Collection
Associates Ltd.; Clearwater Collection; Representat~ve, Todd Pressman
(SV 91-13)
RECOMMENDATION:
City commission approve a variance authorizing the two existing pole signs on
US 19 to remain beyond October 13, 1992, subject to the following conditions:
(1) any changes to these signs, other than face changes, shall require a
further sign variance; and (2) no further ground or pole signs shall be
permitted for property identification signs for any tenants in the Clearwater
Collection Shopping Center; and (3) signage within the shopping center shall
be in accordance with Sec. 134.010(2) except that the total signage on any wall
may not exceed 1.5 sq. ft. per lineal foot of wall.
[ ] And that the appropriate officials be authorized to execute same.
BACKGROUND:
This item was continued from the July 18, 1991 Commission meeting at the
request of th~ applicant.
The applicant is requesting revision to a sign Variance granted by the
Developm~~t Code Adjustment Board'(DCAB) on October 11, 1990 so that the signs
authorized at that meeting may be permitted to remain after October 13, 1992.
This request is brought under section 134.015(f), which states in part, "Any
person aggrieved by the provisions of this section [sign Regulations] may apply
to the city commission for a variance in accordance with section 137.012." At
its October 11, 1990 meeting, the DCAB approved a variance for the alteration
of the existing pole sign on us 19 to allow the 'same square footage as
previously granted by the DCAB on August 27, 1990 (156 sq. ft.). The DCAB
denied a second requested variance which would have permitted the sign to
remain permanently, continue after the expiration of the amortization period,
October 13, 1992. The applicant is requesting reconsideration of his
previously denied request. Subsequently, on December 27,1990, the Development
Review Committee approved an amended site plan for the Clearwater Collection
Shopping Center with the stipulation that "5. On October 13, 1992, the
shopping center site shall be restricted to a total of two (2) free-standing
signs on U.s. 19 and one on Drew street (each of the two major streets adjacent
to the site)~1l There are presently two pole signs for the shopping center on
us 19. One pole sign is primarily for Silverburg Jewelry Co. with a smaller
signage for Home Style Buffet. The surface area of this sign is approximately
56 sq. ft. The sign survey did not cite this sign as being in noncompliance.
Reviewed by:
Legal NA
Budget NA
Purchasing NA
Risk M9ml'-A,.
DIS ~
ACM
Other W\
CommIssion Action:
o Approved
~pproved w/condllions
o Denied
o Conlinued to:
NA
Total
Originating De
FVnnOO &"
User Dept.:
Current FV
Funding Source:
o Capt. tmp.
o Operaling
o Other
Attechments:
Application
Drawing
Map
12727/90 DRC Minutes
o ~~J.l/90 DCAB Minutes
Advertised:
';\o'~" Date: 7/8/91
- Paper:
SUbmlt~b : 0 Not required
Affected parties
[){Notlfled '
CItV M nager 0 Not required
Approprlallon Code:
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CC 8/01/91
SV 91-13
Page 3
It is probably more appropriate to utilize an artificial ground line connecting
the edge of the road with the parking lot grade, or the elevation of the crown
of the roaa to determine the permissible height of the existing sign. This
would make the height variance required somewhere between zero and three feet
if it is assumed that a twenty four foot high sign is authorized. In any case,
the existing sign does not appear oversized or too high for the area.
To simplify review of future signage
proposed that a variance be granted
development is authorized two pole signs on US
alteration or replacement of these signs, other than face changes,
require a variance; and all internal signage shall be
requirements of Sec.134.010(2) except that no signage
1.5 sq. ft. per lineal foot of wall.
for the Clearwater Collection site, it
for the site specifying that
19 as currently existing.
shall
in accordance with the
on any wall may exceed
is
the
Any
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Page 2
December, 27',
Rev iew Conuni t tee
1990
'I MOTION: Sandy Gla t thorn moved to approve the preliminary
subdivision plat and related amended CPO site plan for Clearwater
...Collection Shopping Center based upon a finding of this Conunit~ee
':that the plan and plat conform with the design guidelines for sJ.te
plan' and subdivision plat review subject to the following:.
1.
As the City of Clearwater Master Thoroughfare Plan calls for
60 ft. (1/2 R-O-W) for Drew Street, 10 ft.' of additional
right-of-way or drainage and utilities easement as per the
Public Works Director is required prior t~ ~he issuance of a
building permit.
',\
2.
The dates and cOI1Clrtions of approval by the Planning and
Zoning Board for condi tiona1 use approval and the Developmen t, .
Code Adjustment Board for variance approval shall be provided
on' the preliminary plat/site plan prior to certification~
3. The landscaped areas shall be landscaped in accordance with
current requirements. '1'his shall be clearly delineated on the
site plan prior to certification.
4. If the Target Store plans to have outdoor retail sales for the
garden center, a conditional use approval shall be obtained
prior to the issuance of a building permit for tha t p}~ase of
con~truction (note: scheduled for Planning and Zoning Board
revi~w on January 8, 1991).
5 .
On October 13, 1992, the
restricted to a total 'of two
19 and one on Drew Street
adjacen~. to the site).
6. Signs and fencing/walls are subject to separate review and
permitting processes.
shopping center site shall be
(2) free-standing signs on u.s.
(each of the two major streets
~
7. r.I:he requisite building permit for the addition shall be
obtained within one year from certification of the amended
final site plan and the requisite certificate of occupancy for
the addition shall be obtained wi thin three years from date of
certification of the amended final site plan.
8. The final plat for the second replat shall be recorded within'
1 year from certification of the preliminary plat.
~. '9.
~\, \"1
The changes
subject t.o
, pe I2S:t:..tment..:..
in the turning radii for the parking lot are
approval by the Fire Marshal and Utilities
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Development Review Committee
Page 3
December 27, 1990
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The relocation
Public Health
permit.
of the
permit
water
prior
main
to the
requires a Pinellas County
issuance of a building
The trash compactor
Department requirements
of occupancy.
area shall be screened as
prior to the issuance of
per Utilities
a certificate
..
The motion was seconded by Bob Maran and carried unanimously.
.
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CITY OF CLEARWATER
SIGN VARIANCE APPLICATION
(PlelISe Print or Type. Black Ink Onl)')
-PROPERTY OWNERS NAME & ADDRESS:
(Anach Proof Per Instructions)
-REPRESENTATIVES (if auy) NAME AND
ADDRESS:
Clearwater Collection.
Todd Pressman
LTD.
C/O The Sembler Co.
12807 \\1.
Hillsborouih-Ave.
S.
#100
5858 Central Avenue
Tampa,
FL
33635
St. Petersburg,
1'ELEPHONE #:
FL
33707
TELEPHONE #:
854-2050
ADDRESS OF PROPERTY (Subject of Request):
21684 U.S.
19, N.
J~Of
the Clearwater Collection
LEGAL DESCRIPTION OF PROPERTY (Subject of Requcst):
Lot
First Replat.
PIa t Book 1 ()} .
Pa~e~ 87 and 88
CTF
LAND AREA:
5 ac.
ZDNING DISTRIcr: CPD
LAND USE DESIGNATION:
SURROUNDING LAND USES:
North:
South:
Commercial
Commercial
East: Commercial
West: Commercial
VARIANCE REQUEST (Describc/Be SpecificJAttach Additional 8 112 x 11 inch sheet if needed):
To revise the conditions set on a sign variance that appeared before the Develop-
ment"Code Adiustment Board October
11.
1990,
minutes from that meetin~ are included
with this filine.
It is asked that Citv Council review the condition placed that
1992.
calls for the existing sign be brought into conformance by October 13,
This
request is presented NOT to
ilitate what is believed to
confront or challenge the sign conformance, but to fac-
be an absolute minimum requirement for minimal visib-
ility.
You would also please note the attacned unsolicitea ~etter reCe1VeG.
REASON FOR VARIANCE REQUEST: . In order for the Board to make the dete::minations orescribed bv the Land
Development Code, Section 137.0J2, all of the following statc:I1cnts MUST be completeci:' .
1. The variance requested arises from a condition which is unique to the property it:. question and is neiuu:: orcfu1ariiy
or uniformiy applicable to the zoning district nor created by an action or actions of the property owne:, prece!'-ssor iI:.
title, or the appucant because: Thp she~'" s; ze of the develODment , and tenants. calls for
more SQuare rootage for simple visibility means, across L.S. 19, tc facilitate
porQ~~;~l' ~hOUDeTS.
Tne pacic:uia: physical SU::-OIlDri;n~ shaDe c:' toOOlt:'aOhical conClllons 0: :i1: :)roo::1V ~vojvec ane
appjjc:arion 0: the provisions of the d;v=ioo~=::.~ =oc; ';ouk :-::suit i:l a::: u=.e:::::ssa."'V ':lards:u~ UDOl: U:::
b::::aus::: Even a minimum a \-isib:.l: ':\- cannot be achievec. ...hie:-: \..-i:: imp'ae:
t::~ s:~=:
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pu~'~: 52f~:v an~ we!~a~e.
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:ne minimum :G ove~ :omE- :~E- ~a~dsniD notec.
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5. The granting of the variance INill Qot be materially detrimental or injurious to other propert)' or impro"emenl~ i11 the
neighborhood in which the properryis located because: \o.rha~ is reQuested for consideration is not
drastic in effect or impact and does not substantially effect charcteristics of
othpr prnpprtip~
6. The granting of the variance will Dot impair aD adequate supply of light or ventilation to adjHcent property, detract
from the appearance of the communiry, substantially increase lhe congenion in the public streets, increase the danger
of fire, endanger the public saiery in any way, or substantially ci;mini~h or impair the value oc. surrounding property
becawe: The nature of this request could not effect any of these ~tems.
7. The variance desired will not adversely affect the public health. safety, order, convenience, or general welfare of the
community because: This reauest is desil!ned to imorove these items.
S, The granting of the variance desired will not violate the general spirit and intent of the development code because:
a true hardship exists, and it is presented directly for public welfare and safety.
SIGNATURE OF PROPERTY
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OWNER C..OR REPRESENTATIVE): . ; Of) ~.
Before me, the undersigned authority, personally appeared
TODD
who being duly swom,
says under oath the matters and facts set out above are true and COrTect to the best of hislher knowledge and belief.
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NotaI'V Public r;-' ... /)
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-PROPERTY OWNER. OR REPRESENTATIVE MlJST ATrEND HEARING.
Sworn to and subscnbed before me this
J~TH
day of
.J tJN E
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,
.. Attach Power of AII.orm::y at' notarized sr=trf'!!ft~t from awncr authorizing
rcpn:scntative is a ~criMng anorncy acing an bcbalf of the propc:ny owner(s).
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PLEASE NOTE: Applir:::lnops most be sobmiacd by 12:00 Noon on dt'!~til;ne date.
.OF'F~~JAL NOTARY SE:A~ to
:"::'!)DV f, "'''IT!.'
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- MY Cmllv: ="t' :.: Ie:.
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V ARlANCE INSTRUcrrONS
Application ane Submission Reoci.oo::ne:1ts:
The appiic:atioo mus: be fully COI:n?ietec.. signee by th: 'Prope.~' ow:::::- '0:- a :-e?:,:s::uarive 0:: ~: own:::.
and nocar:zec" Anv aoniication simec: []v a ~..semative of tile own::- :::lt1s. be sU:loieoe:1tec b\' a oowe:
of attor.aev or nota..,:m;d statemCIlt- from the o~c: autilori:z:iruz reor:sentatlve, Proot 'of OT'ooem ownc:-s.C.i=
:nUS! be attached for aJ: 2.D'OiicatiOIl to be conside:-ec comoier:, :.;.deouat: oroaf shall c'onsist 0'[ 00: of :.he
followin;: . . "
a. A,
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copy of tile ae:::..
copy of:i:.i.e l:lS1::"a:1:::.
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AFFIDAVIT ..~tJ
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CRAIG H.
Clearwater
SHER, President of Sembler
Collec~ion Associates,
Equities,
Ltd.
Inc. ,
the sole general partner of
. as O\\'Der of the proper~' located
at
21684 U. S. 19 North, Clearwater, Florida'
do hereby Bulhoriz.e _
TODD PRESSMAN
.
to appear before t..be:
CJ
DcvelopmcDt Code Adjustment Board (Varj~ce)
CJ
Pl~g & Zoning Board (Conditional Use)
~
City Corx::::..is:;:o:: (l.Je.oholic Beverage Distan~ Variancc)
S"I(::;A/ V"..'</A"/CC:-S
to request approval of
a:lowins ~he maximum signage size of 48 so.
&..
.. - .
to be
split into two s~pa=a~e sig~s.
Before me persooally appeared,
t..be matters and facts set out herein
CLEARWATER COLLECTION ASSO
By : SEMBLER
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CRAIG H. SHER . who being duly sworn, d:pos:s and
are true. and correct to the b~t of hisfoer knowledge and belid.
states
partner
Wit:1c.ss I:lY hand 2.:lC oBc:al seal this
26th
day of
April
A.D. 19 ~
My co:::.I:J.issioD =91::5
/7
j,ryf ;/"./ /' .'
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Notary PUblic'. . / /
Slate of Florida at 1..iP{e
NOTARY 'UBLI:;, STAff OF FlO.IDA ~ LARGE
MY COMMISSION EXPtRES oerOBER 28 '99.
OONDiD THRU AGoENT'$ NOTARY """'~"":Oi
0~.
RECEIVED
AP~, 2 9 19~i
PLANNING & URBAN
DEVELOPMENT OED':"
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be obtained within six months from-this date.
carried unanimously. Request oranted.
11.' Clearwater Collection Associates, Ltd. for variances 1) for
alteration of a non~conforming sign to allow same square footage as
prev ious ly granted on August 27, 1990 and 2) to permH sign to
remain permanently as granted by variance after the expiration of
amortization period at 21680 U.S. 19 North, The Clearwater
Co 11 ect i on, Lots Z and 3, zoned CPO (commerc i alp 1 anned
development). V 90~138
The motion was duly seconded and
The Planning Manager explained the application in detail stating the
request is to allow for modification of existing signage on U. S. 19 in a manner
which will retain the same numtier of square feet as permitted in an earlier
variance granted August 27, 1987.
Alan Thomas, representing the applicant, stated a unique situation exists
in that the subject property ;s in a commercial planned development district
which requires a reduct,on in signage as compared to surrounding properties on
u.s. 19 that have a General Commercial zoning. He' indicated similar signage is
needed in order to be competitive with the surrounding businesses on u.s. 19.
In response to questions, it was indicated the previous variances granted
were not conditioned upon the October 13, 1992 conformance date.
Discussion ensued in regard to previous sign variances granted for other
businesses in the center and, if this property were zoned for the U.S. 19
corridor, a variance would probably not be necessary. -
The Assistant City Attorney left the meeting at 3:35 p.m.
Based upon the information furnished by the applicant, Mr. Pliska moved
to ~rant variance #1 as requested because the applicant has substantially met
all of the standards for approval as listed in Section 137.012 (d) of the Land
Development Code, more specifically, because the variance arises from a
condition which is unique to the property and not caused by the applicant and
is the minimum necessary to overcome that hardship of this particular zoning on
u. S. 19, subject to the condition that 1) the sign shall be brou{Jht into
conformance with the sign code on or before October 13, 1992 and 2) a sign
permit shall be obtained within six months from this date. The motion was duly
seconded and carried unanimously. Request granted.
Based upon the information furnished by the applicant, Mr. Pliska moved
to ~ variance #2 as requested since the afplicant has not demonstrated that
he ~met all of the standards for approva as listed in Section 137.012 (d)
of the Land Development Code because there is no condition which is unique to
the property, no unnecessary hardship was shown and it would. violate the general
spirit and intent of this development code as expressed in Section 134.003 and
134.004. The motion was duly seconded and carried unanimously. Request denied.
DCAB
9
10/11/90
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ORDINANCE NO. 5108-91
AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA,
AMENDING THE FUTURE LAND USE PLAN ELEMENT OF THE
COMPREHENSIVE PLAN OF THE CITY, TO CHANGE THE LAND USE
DESIGNATION FOR CERTAIN REAL PROPERTY LOCATED ON THE
WEST SIDE OF U. S. HIGHWAY 19 NORTH, APPROXIMATELY 1,500
FEET NORTH OF SUNSET POINT ROAD, CONSISTING OF PART OF
LOTS 8 AND 9, BLACKBURN SUBDIVISION, FROM UNCLASSIFIED
TO COMMERCIAL/TOURIST FACILITIES; PROVIDING AN EFFECTIVE
DATE.
WHEREAS, the amendment to the future 1 and use plan element of the
comprehensive plan of the City as set forth in this ordinance is found to be
reasonable, proper and appropriate, and in compliance with Florida law; now,
therefore,
BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF
,.
CLEARWATER, FLORIDA:
Section 1. The future land use plan element of the comprehensive plan of
the City of Clearwater is amended by changing the land use category for the
hereinafter described property as follows:
..
Property
See Exhibit A. atta~hed hereto.
(L.U.P. 91-02)
Land Use CateQor~
From: Unclassified
To: Commercial/Tourist Fac.i1ities
Section 2. The City Commission does hereby certify that this ordinance is
consistent with the City's comprehensive plan.
Section 3. This ordinance shall take effect immediately upon adoption,
contingent upon and subject to the adoption of Ordinance No. 5109-91.
PASSED ON FIRST READING
PASSED ON SECOND AND FINAL
READING AND ADOPTED
July la, 1991
Rita Garvey
Mayor-Commissioner
Attest:
Cynthia E. Goudeau
City Clerk
Approved as to form and correctness:
a"c\ofl-e ~
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Portions of Lots 8 and 9, Blackburn's SUbdivision, as recorded in
Plat Book 24, Page 62 of the Public Records of pinellas County,
Florida, being more particularly described as follows:
Commencing at the Northeast corner of Section 6, Township 29 South,
Range 16 East; thenc~North 89046'13" West 100.00 feet to a point
on the West right-af-way line of u.s. 19; thence South 01002'38"
West along said West right-of-way line 496.00 fee~ to the POINT OF
BEGINNING; thence continuing South 01902'38" West 299.00 feet to
the Southeast corner of said Lot 8; thence Nor,th 89046'13" West
455.49'feet; thence North 01002'38" East 149.50 feet; thence North
89046'13" West 104.51 feet to a point on the East right-of-way line
of Lawsqn Road; thence North 01002' J8" East along said east right-
of-way line 104.50 feet to the Northwest corner of said Lot 8;
thence South 89046'13" East 434.00 feet; thence North 01002'38"
East 45.00 feet; thence South '89046'13" East 126.00 f~et to the
POINT OF BEGINNI~G; less and except the Westerly 16 feet thereof
abutting Lawson Road.
EXHIBIT A
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ATLAS PAGE 254
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ORDINANCE NO. 5109-91
AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA,
ANNEXING CERTAIN REAL PROPERTY LOCATED ON THE WEST SIDE
OF U. S. HIGHWAY 19 NORTH,APPROXIMATELY 1,500 FEET NORTH
OF SUNSET POINT ROAD, CONSISTING OF PARTS OF lOTS 8 AND
9, BLACKBURN SUBDIVISION, INTO THE CORPORATE LIMITS OF
THE CITY, AND REDEFINING THE BOUNDARY LINES OF THE CITY
TO INCLUDE SAID ADDITION; PROVIDING AN EFFECTIVE DATE.
1. :,... '
",./:i'
WHEREAS, the owners of the real property described herein and depicted on
the map attached hereto as Exhibit A have petitioned the City of Clearwater to
annex the property into the City pursuant to Section 171.044, Florida Statutes,
and the City has complied with all applicable requirements of Florida law in
connection with this ordinance; now, the~efore,
. .
i .,
BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF
CLEARWATER, FLORIDA:
Section 1. The following-described property is hereby annexed into the
City of Clearwater and the boundary lines of the City are redefined accordingly:
See Exhibit 8 attached hereto.
(A-91-02)
Section 2. The City Commission does hereby certify that this ordinance is
consistent with the, City's Comprehensive Plan. The City Commission hereby
accepts the dedication of all easements, parks, rights-of-way and other
dedications to the public which have heretofore been made by plat, deed or user
within the annexed property. The City Engineer, the City Clerk and the Planning
and Development Director are directed to include and show the property described
herein upon the official maps and records of the City.
Section 3. This ordinance shall take effect immediately upon adoption.
The City Clerk shall file certified copies of this ordinance, including the map
attached hereto, with the Cl erk of the C ircu it Court and wi th t~e County
Administrator of Pinellas County, Florida, within 7 days after adoption, and
shall file a cel'tified copy with the Florida Department of State within 30 days
after adoption.
PASSED ON FIRST READING
PASSED ON SECOND AND FINAL
READING 'AND ADOPTED
July 18, 1991
Attest:
Rita Garvey
Mayor-Commissioner
Approved as to form and correctness:
Cynthia E. Goudeau
City Clerk
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PROPERTY DESCRIPTION
t>A~T LoTS 8~q
8LACKBUR.N SuB
'L ,qq ACRE S
RIGnT or- WAY
ACRES
CITY COMMISSIO~
ATLAS PAGE 254 B
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Portions of Lots 8 and 9, Blackburn's Subdivision, as recorded in
Plat Book 24, Page 62 of the Public Records of Pinellas County,
Florida, being more particularly described as follows:
Commencing at the Northeast corner of section 6, Township 29 South,
Range 16 East; thence. North 89046'13" West 100.00 feet to a point
on the West right-df-way line of U.S. 19; thence South 01002'38"
West along said West right-of-way line 496.00 feet to the POINT OF
BEGINNINGj thence continuing South 01002'38" West 299.00 feet to
the Southeast corner of said Lot 8; thence No~th 89046'13" West
455.49 feet; thence North 01002'38" East 149.50 feet; thence North
89046'13" West 104.51 feet to a point on the East right-of-way line
of Lawson Road; thence North 01002'38" East along said east right-
of-way line 104.50 feet to the Northwest corner of said Lot 8;
thence South 89046'13" East 434.00 feet; thence North 01002'38"
East 45.00 feet; thence South 89046'13" East 126.00 feet to the
POINT OF BEGINNI~G; les~ and except the Westerly 16 feet thereof
abutting Lawson Road.
"
EXHIBIT B
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ORDINANCE NO. 5110-91
AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA,
AMENDING THE ZONING ATLAS OF THE CITY BY ZONING CERTAIN
REAL PROPERTY LOCATED ON THE WEST SIDE OF U. S. HIGHWAY
19 NORTH, APPROXIMATELY 1,500 FEET NORTH OF SUNSET POINT
ROAD, CONSISTING OF PART OF LOTS 8 AND 9, BLACKBURN
SUBDIVI SION, AS DESCRI BED MORE PART ICULARL Y HERE IN, UPON
,ANNEXATION INTO THE CITY OF CLEARWATER, AS HIGHWAY
COMMERCIAL (CH); PROVIDING AN EFFECTIVE DATE.
WHEREAS, the assignment of a zoning district classification as set forth
in this ordinance is found to be reasonable, proper and appropriate, and in
compliance with Florida law; now, therefore,
BE IT ORDAINED BY THE CITY COMMISSION OF TilE CITY OF
CLEARWATER, FLORIDA:
Section 1. The following described property located in Pinellas County,
Florida, is hereby zoned as indicated upon annexation into the City of
Clearwater, and the zoning atlas of the City is amended, as follows:
Property .
See Exhibit A attached hereto.
(A-90-02)
~
CU - Highway Commercial
Section 2. The City Commission does hereby certify that this ordinance is
consistent w~th the City's comprehensive plan.
Section 3. The Planning and Development Director is directed to revise the
.
zoning atlas of the City in accordance with the foregoing amendment.
Section 4. This ordinance shall take effect immediately upon adoption,
contingent upon ~nd subject to the adoption of Ordinance No. 5109-91.
PASSED ON FIRST READING
PASSED ON SECOND AND FINAL
READING AND ADOPTED
July 18, 1991
Attest':
Jrita Garvey
Mayor-Commissioner
Cynthia E. Goudeau
City Clerk
~pproved as
correctness:
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,
Portions of Lots 8 and 9, Blackburn's SUbdivision, as recorded in
Plat Book 24, Page 62 ot the PUblic Records of Pinellas County,
Florida, being more particularly described as follows:
commencing at the Northeast corner of Section 6, Township 29 South,
Range 16 East; thenoe.North 89046'13" West 100.00 feet to a point
on the West right-dt-way line of U.S. 19; thence South 01002'38"
West along said West right-at-way line 496.00 feet to the POINT OF
BEGINNING; thence continuing South 01002'38" West 299.00 feet to
the Southeast corner of said Lot 8; thence No~th 69046'13" West
455.49 feet; thence North 01002~38" East 149.50 feet; thence North
89046'13" West 104.51 teet to a point on the East right-of-way line
of Lawson Road; thence North 01002'38" East along said east right-
of-way line 104.50 teet to the Northwest corner of said Lot 8;
thence South 89046'13" East 434.00 feet; thence North 01002'38"
East,45.00 feet; thence South 89046'13" East 126.00 feet to the
POINT OF BEGINNING; less and except the Westerly 16 feet thereof
abutting Lawson Road.
..
EXHIBIT A
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B
7
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2 3 4 S IS
PARK ST,
8 7 6
;8 n ; 10 11 ZOOO
117 78
7IJ
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PROPOSED ANNEXATION
LAND USE PLAN AMENDMENT and ZONING
AQI-2.
OWNER
APPLICANT
MULT\PLE
LAND USE PLAN
ZONI N G
FROM
U N C L. A C; S t ~ I E,O
cp..'2.
C 0 u tn Y
TO
CO fVI M Eta.C. \ ~ L.. I 'T t='
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PLANNING and ZONIHO bOAnO
TOWNSUIP l..q 6
"AHOE
16 E
SECTION
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PROPERTY DESCRIPTlOH
PART LOTS 8 ~q
8L ~C.KBuRN SuB
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ACRES
RIGHT Or: WAY
ACRES
CITY COMMISSION
ATLAS PA.GE
254
8
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SURVEY
Drawn by: 0, 0, M,
Dafe 6/18/91
Sect. 32-28-15
Vac. Nq, 91- 06
"Rumph I
Revised 6/26/91
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ORDINANCE NO. 5112-91
AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA,
VACATING A DRAINAGE AND UTILITY EASEMENT LYING ALONG THE
NORTH 5 FEET OF LOT 194 AND THE SOUTH 5 FEET OF LOT 195,
MORNINGSIDE ESTATES UNIT 1, CLEARWATER, FLORIDA;
PROVIDING AN EFFECTIVE DATE.
WHEREAS, it has been requested by Beth Shalom, owner of certain real
property located in the City of Clearwater, that the City vacate the drainage and
uitility easements described herein; and
, WHEREAS, the City Commission finds that said easements are not necessary
for municipal use and it is deemed to be to the best interest of the City and the
general public that the same be vacated; now, therefore,
BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF
CLEARWATER, FLORIDA:
Section 1. The following:
The drainage and utility easements lying along the North 5 feet of
Lot 194 and the South 5 feet of Lot 195, Morningside Estates Unit 1,
as recorded in Plat Book 59, Page 59, of the public records of
Pinellas County, Florida,
is hereby vacated, closed and released, and the City of Clearwater quitclaims and
releases all of its right, title and interest thereto.
Sect ion 2. The City Clerk shall record th i s ordi nance in the public
records of Pine1las County, Florida, following adoption.
Section 3. This ordinance shall take effect immediately upon adoption.
. PASSED ON FIRST READING
PASSED ON SECOND AND FINAL
READING AND ADOPTED
July 18, 1991
Rita Garvey
Mayor-Commissioner
Attest:
Cynthia E. Goudeau
City Clerk
Approved as to form
and correctness:
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Aqenda Cover
Item tI -1..!J
Meeting Date: 8/1/91
Subject:
BANKING SERVICES AGREEMENT - BARNETT BANK
Recommendation/Motion: APPROVE BANKING SERVICES AGREEMENT WITH BARNETT BANK
OF PINELLAS COUNTY FOR A PERIOD OF THREE YEARS COMMENCING OCTOBER 1, 1991 IN
THE ESTIMATED AMOUNT OF $73,266.00 PER YEAR WHICH WAS THE LOWEST MOST
RESPONSIVE AND RESPONSIBLE BID SUBMITTED IN ACCORDANCE WITH SPECIFICATIONS.
}C and that the appropriate officials be authorized to execute same.
BACKGROUND: On April 15, 1991, fourteen banks having offices in Clearwater
were invi ted to bid for Clearwater's consolidated banking business. Two
banks responded, with Barnett Bank providing the lowest and most responsive
and responsible bid in accordance with specifications.
Barnett Bank has served as the City's primary operating bank for the past
fifteen (15) years. The City has been extremely pleased with the quality and
timeliness of the service received. Any problems which have arisen have been
quickly and satisfactorily resolved. Barnett has proven that they have the
necessary resources to effectively meet the city's extensive needs.
The bid analysis and proposed agreement are attached.
The estimated monthly cost of $6,105.50 is approximately 4% more than the
current fee struqture for the estimated activity. Funds have been requested
for this expenditure in the City Manager's recommended budget for 1991-92.
The Finance Director
recommendation.
and
Purchasing
the
with
Manager
this
concur
1991/92 Fiscal Year Impact will be $73,266.00.
Costs to be incurred under this contract after 9/30/92 will be requested in
the Manager's Recommended Budget for the appropriate years.
Revi ewed by:
Legal
Budget
Purchasing
Risk Mgmt.
CIS
ACH
Other
ec-ission Action:
>< Approved
Approved w/conditions
Denied
Continued to:
Costs: S73.266.OO
Total
~v
~
N/A
Current FY
Flniing Source:
Capital I~.
Operating
Consol'idated Cash Account
Bid Analysis
Proposed Agreement
~k1JP
Advertised:
4/19/91.St. Pete Times
4/26/91-Tampa Tribune
Attact.ents:
Affected Parties
Notified
Not Requi red
Appropriation Code:
699-7400-301-585
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CITY OF CLEARWATER
ANALYSIS BANKING SERVICES
1991
BASED ON ESTIMATED ACTIVITY
FIRST NATIONAL
BARNETT
Account Maintenance
36.00
22.50
Account Reconciliations
360.00
240.00
Items Paid
784.00
448.00
Items Deposited
2,880.00
1,800.00
coin Sorting & Counting
3,000.00
1,200.00
Lock Box Service
3,600.00
1,800.00
stop Payments
50.00
50.00
wire Transfers
40.00
20.00
Investment Transactions
375.00
450.00
Safety Deposit Box
7.00
N/C
ACH Items
Payroll
30.00
15.00
Returned Items
180.00
60.00
Total per Responses
11.342.00
6.105.50
Earnings Rate
(FF - Fed
Quote
Funds)
FF
25
FF
25
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CON T R ACT
This Contract is entered into as of the 1st day of October, 1991, by and
between the city of Clearwater, Florida, a municipal corporation, hereinafter
called the "City", and Barnett Bank of Pinellas County, a Florida chartered bank,
located at 1150 Cleveland street, Clearwater, Florida, hereinafter called the
"Bank":
WIT N E SSE T H:
WHEREAS, it has been deemed advisable to consolidate to the extent possible
all cash resources of the city into accounts in one official depository bank to
be selected by competitive bidding by the commercial banks in the citYI and
WHEREAS, the bid most advantageous to the
Barnett Bank of pinellas County, which bank is
commercial banking in the City of Clearwater and
required services;
City has been submitted by
engaged in the business of
is qualified to perform the
NOW, THEREFORE, the parties agree as follows:
1. The Bank will perform the services called for in a proposal forwarded
to the Bank under cover of a letter from the Purchasing Manager dated April 15,
1991, a copy of which letter and proposal marked "Exhibit A" are attached hereto,
and by reference made a part of this Agreement as if fully rewritten herein, and
the bid of Barnett Bank of pinellas County, marked "Exhibit B" attached hereto
and by reference made a part of this Agreement as if fully rewritten herein.
2. The City, on its part, agrees to pay for services provided in the
manner specified in "Exhibit 8".
3. This Agreement will remain in effect for three years and may be renewed
for additional three year periods by mutual consent of both parties.
CITY OF CLEARWATER, FLORIDA
Countersigned
City Manager
Mayor-Commissioner
Attest:
City Clerk
Approved as to form and correctness:
city Attorney-
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EXHIBIT A
: ,
cI'ry
Olliee of
Finance Director
462.6930
April 15, 1991
o F
CI..J~ARWArrER
POST OFFICE BOX 4748
C LEA R W ATE R. F LOR IDA 3 4 6 1 8 . 4 7 4 B
The city of
for banking
located within
Clearwater is currently seeking competitive proposals
services from all banks and savings and loans which are
the Clearwater area.
The attached exhibits outline the city's bid procedures, the scope
of the required banking services to be provided, and information
which will help the prospective bidders to understand the size and
nature of the city's accounts.
All bidders are required to provide their responses
format represented by the "Banking Services Bid
which follows the exhibit section.
with Florida statutes, all bidders
Drug Free Workplace form (F.S.
form (F.B. #287.133). Both documents
Bid Response form.
in the standard
Response Form"
In addition, in order to comply
will be required to complete a
#287.087) and Public Entity Crimes
must be returned with your
Very truly yours,
George McKibben
purchasing Manager
Enclosures
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7. ~p1iance with Recvc1ed PaDer Ordinance
Per Ordinance #5059-90, the city shall require all persons
submitting responses to requests for proposals or invitations
to bid to agree, to the following as a precondition to contract
award:
a) All reports submitted to the City by a contractor
in fulfillment of contract obligations shall use
recycled paper when it is available at a reasonable
price and of satisfactory quality to meet
contractual performance standards. For the purposes
of this paragraph, the pr ice of recycled paper shall
be considered "reasonable" if its cost is no more.
than ten percent higher than the lowest price
offered for non-recycled paper.
b) All reports submitted to the City by a contractor
shall use both sides of paper sheets whenever
practicable.
c)
Contractors shall be responsible for maintaining
records documenting usage of recycled paper for
reports submitted to the city in fulfillment of
contractual obligations. Contractors shall submit
such records to the city according to procedures to
be established by the Purchasing Manager not later
than October 1, 1991.
r
8. No Corrections
Once a competitive proposal is submitted, the City shall not
accept any request by any proposer to correct errors or
omissions in any calculations or competitive price submitted.
9. Retention and OisDosa1 of Proposals
The city reserves the right to retain all submitted
competitive proposals for official record purposes. The City
also reserves the right to dispose of any or all copies of
competitive proposals in whatever manner it deems appropriate.
No copies of competitive proposals will be returned to the
proposer.
10. Leaa1 Name
competitive proposals shall clearly indicate the legal name,
address, and telephone number of the bidder (company, firm
partnership, individual). competitive proposals shall be
signed above the typed or printed name and title of the
signer. The signer shall have the authority to bind the
proposer to the submitted competitive proposal.
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11. Qpenness of Procurement Process
written competitive proposals, other submissions,
correspondence, and all records made thereof, as well as
negotiations conducted pursuant to this RFP, shall be handled
in compliance with Chapters 119 and 286 Florida statutes. The
city gives no assurance as to the confidentiality of any
portion of any proposal once submitted.
12. No Collusion
By offering a submission to the RFP, the proposer certifies
the proposer has not di vulged to, discussed or compared
his/her competitive proposal with other proposers and,has not
colluded with any other proposers or parties to this
competitive proposal whatsoever. Also, proposer certifies',
and in the case of a joint competitive proposal each party
thereto certifies as to its own organization, that in
connection with the competitive proposal:
a. any prices and/or cost data submitted have been
arrived at 'independently, without consultation,
communication, or agreement, for the purpose of
restricting competition, as to any matter relating
to such prices and/or cost data, with any other
proposer or with any competitor;
b. any prices and/or cost data quoted for this
competitive proposal have not been knowingly
disclosed by the competitive proposal and will not
knowingly be disclosed by the proposer, directly or
indirectly to any other proposer or to any
competitor, prior to the scheduled opening;
c. no attempt has been made or will be made by the
proposer to induce any other person or firm to
submit or not to submit a competitive proposal for
the purpose of restricting competition;
d. the only person or persons interested in this
competitive proposal, principal, or principals
is/are named therein and that no person other than
therein mentioned has any interest in this
competitive proposal or in the Agreement to be
entered into; and
e. no person or agency has been employed or retained
to solicit or secure this Agreement upon an
agreement or understanding for a commission,
percentage, brokerage, or contingent fee, excepting
bonafide employees or established commercial
agencies maintained by the purchaser for the purpose
of doing business. '
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13.
~on of Bids/Information Waiver
The City may reject bids if:
a. The bidder misstates or conceals any material fact
in the bid; or if,
b. The bid does not strictly conform to the law or
requirements of the bid; of if,
c. The bid is conditional, except that the bidder may
qualify his bid for acceptance by the City on an
"all or none" basis, or a "low item" basis. An "al1
or none" basis bid must include all items upon which
bids are invited.
The City may,
in the best interest
part of a
all bids whenever it is deemed
City to do so, and may reject any
bid unless bid has been qualified as provided in
13(c) above. The City may also waive any minor informalities
or irregularities in any bid.
however, reject
of the
14.
RFP Expenses statement
All vendor costs
responsibility of
associated
the vendor.
with
this
RFP
will
be
the
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SCOPE OF BANKING SERVICES
1. HAJn Operattnq Account:
The City's main operating account covers a'. variety of
acti vi ties. Several of the City's departments are responsible
for their own deposits, and require a 24-hour deposit
capability for their collections. Deposits will be made by
either City employees or a security service. with the
exception of parking meter deposits and bridge deposits, all
deposi ts will be accompanied by duplicate deposit slips. Upon
verification of the deposit, a copy of the deposit slip must
be acknowledged by the bank and mailed to the City's Finance
pivision on the day of verification. Pads of deposit slip~'
printed with the name of the activity will be furnished at no
charge by the bank, in such quantities as may be required.
Should deposited checks be returned because of insufficient
funds (or any other reason), one attempt will be made by the
bank to redeposit the check, after which it will be forwarded
to the City'S Finance Division for processing.
The City writes approximately 1,800 checks per month on the
operating account, and makes approximately 1,000 deposits per
month to this account.
The average amount of money processed through this account
each month is $20,000,000. Of this amount, approximately 1/2
involves investment transactions.
The bank must have the capability of receiving electronic
transfers and wire transfers from the state and federal
government for items such as state revenue sharing, federal
grants, and Community Development Block Grants.
The average monthly value of this account (including cash and
short-term investments) over the past 12 months has been
approximately $85,000,000.
2. payroll Account:
The City is currently on a biweekly payroll basis, paying an
average of 1,650 employees every other Friday. The net
payroll amounts to approximately' $1,000,000 per pay period.
In addition, a pension payroll of approximately 320 checks is
issued at the end of each month. Net pay for this 'pension
payroll amounts to approximately $300, 000.00'.
The City will not deposi t funds to the payroll account.
Instead, the bank will operate a "zero balance account," to
which funds are automatically transferred from the main
operating account as payroll checks are presented to the bank
for payment.
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The City currently offers a voluntary direct deposit payroll
system to its employees. The Bank must have the capability
of processing this IIdirect deposit payroll" whether the
employees · accounts are at the bank or at other banking
institutions.
(See Exhibit A for detail of Direct Deposit Achtape Layout)
3. ~-Insurance Account:
The City maintains a separate account to handle the
transactions involved in the Self-Insurance Program. This
account is currently administered by Gallagher Bassett
Insurance Service, P.o. Box 4840, Clearwater, Florida 34618-
4840. Approximately three deposits and three wire transfers
flow through this account each month. The maximum value of
this account is $75,000.
4. Bank statements:
The cut-off date for statement purposes for all City accounts
will be the last day of each month. Statements must be
received by the city's Finance Division within five workinq
days following the cutoff.
Payroll checks are computer generated. The depository bank
must have computer capability to reconcile checks issued by
the City with checks paid by the bank, using magnetic tapes
supplied by the city and bank computer files of checks paid.
(See Exhibit B for copy of Payroll Check Reconciliation Tape
Layout)
Althouqh payable checks drawn on the city's main operating
account are computer generated, the computer system does not
currently contain a reconciliation module. The City is in the
process of purchasing a new system to process accounts
payable. When a system is purchased the bank will be required
to reconcile paid checks in the same manner as for the payroll
account.
.
,
Checks are to be arranged in numeric order prior to their
return to the City with the statements.
A statement must be furnished for all special accounts
required by the City on the same schedule as required for the
operating account. The City reserves the right' to add
additional accounts as necessary.
In addition to regular statements, the bank,must provide on
demand, daily balances in the depository accounts if and when
such information is required by the City.
2
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coin deposits must be counted and documente~ during the
business day received, or the following day if collection is
received after the cut-off time established by the bank. All
deposit slips will be delivered to the city's Finance Division
at City Hall no later than the next working day fOllowing the
deposit.
6. Lock Box Services:
The bank will provide a lock box service for the City's
utility collections, according to the following instructions:
a. The city will provide a post office box. The bank will
retain a key to this post office box and have exclusive use
of same. The bank must provide the internal security needed
to guarantee proper handling of all deposits received through
the post office box"
b. Each morning, the bank's personnel will empty this box of
its contents, at an early enough hour to insure that all
deposits will be processed prior to cutoff. The contents of
the envelopes will be removed, and checks or cash will be
verified aqainst the utility payment stub.
c. All items will be processed by OCR scan, balanced, and
filmed, and the aggregate amount deposited to the operating
account.
d. The utility stubs, one copy of the deposit slip, any items
that cannot be processed, and a magnetic tape containing all
items processed in step (c) will be delivered to the City's
utility Customer Support Division at 900 Chestnut street,
prior to 3:00 p.m. on the same day that they were received.
The magnetic tape must be compatible to the City's computer
system.
(See Exhibit C for 'detail of utility collections tape layout)
e. A copy of the same deposit slip will be delivered to the
city's Finance Division at City Hall on the same day that they
were received.
f. The estimated volume of transactions for the above service
is 30,000 items per month.
The City reserves the right to require additional collections
from the post office if the volume of items suppo~ts this
request.
7. Investments:
The bank will handle the purchase
investments only upon instruction by
Director or his designee.
or
the
liquidation of
city's Finance
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Investment transactions must be consummated on the same day
that instructions are received from the city's Finance
Director, or on the next business day if so instructed.
Failure to consummate investments on a timely basis will
constitute a breach of this contract, and will constitute
cause for immediate cancellation of the contract, or legal
action for damages, or both.
Upon maturity or liquidation of an investment, written
notification will be sent to the City's Finance Director
showing the deposit of the proceeds. The same type of wr i tten
notification will be required for all purchases of investments
handled through the bank, whether purchased by check, wire
transfer, electronic debit, etc. These notifications will be
mailed on the same day that the transactions occur.
The City reserves the right to invest in time deposits (of any
bank), u.s. Government securities, repurchase agreements, or
other investments deemed legal and prudent in the opinion of
the City. In no case will the bank be awarded time deposits
at rates lower than those established in the competitive
marketplace.
The bank shall provide safekeeping facilities for investments
owned by the City, either within the bank's own facilities,
or at the Federal Reserve. A copy of all safekeeping receipts
will be issued to the City at the consummation of each
investment transaction. A statement listing the details of
all items in safekeeping will be furnished to the City ~t the
end of each month.
8. Collateral:
In compliance with the Florida Security for Public Deposit
Act, Chapter 280, Florida statutes, all institutions
submitting bids for the City'S banking service must be
included on the list of approved financial institutions as
published by the Department of Insurance and Treasurer, of the
state of Florida.
9. Safety Deposit Boxes:
The bank shall provide safety deposit boxes, as needed, for
the storage of registered bonds, coupons, or other material
requiring exceptional security.
10. lJne of Credit/Credit Cards:
The City will be granted a $1,000,000 line of credit available
as may be required, upon appropriate resolution by the City
commission.
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The bank will issue credit cards (Visa or Mastercard) to tbe
City Manager upon appropriate approval of the City Commission.
Such credit cards will be for the use of the City Manager for
official City business only.
11. Wire Transfers:
The City occasionally is required to wire transfer funds to
other banks. This service will be provided on the request of
the City's Finance Director or his designee. In order to
maintain audit controls the bank will be provided with written
guidelines to follow regarding these transfers.
12. Savings Bonds:
The City offers to its employees the payroll deduction plan
for the purchase of u.S. Savings Bonds. The bank must have
the capability of preparing from computer printouts provided
by the City, approximately 50 U.S. Savings Bonds every two
weeks. These bonds will be mailed, by the bank, directly to
the employees' home addresses no later than one week after the
bank receives the necessary documentation.
13. Mailing - Municipal Bonds:
The City's Finance Director saLves as Registrar for City of
Clearwater issued bonds. The bank receiving the contract for
the city's banking services will be required to mail the
registered or bearer bonds to the proper owners under the
bank's insurance coverage, approximately 6 times per year.
The average value of each mailing is between $5,000 and
$50,000.
14. Debt Service Cash Reserves:
In order to comply with Bond Covenants the City must have
sufficient investments on hand at all times to cover the Debt
Service Reserves for the ci ty of Clearwater Bond issues,
currently totalling $7,064,476. The bank must agree to
monitor the total amount of investments, and, should these
investments fall below that necessary for proper coverage,
notify the City Attorney immediately. The bank will be
notified by the City's Finance Director '~hen this required
reserve amount changes.
15. overniqht Reourchase Agreement SweeD Account:
At the close of each business day, all
City accounts will be transferred to
account, called a sweep account.
collected balances in
a special investment
The total collected
repurchase agreement
securities.
balances will then be invested in a
at the bank, backed by u.s. ,Government
6
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The bank must arrange for third party collateralization of
u.s. Government securities in the amount of $8,000,000 to
secure such overnight repurchase, agreements. Both the
collateral securities and the third party holder must be
acceptable to the city. The collateral agreement must clearly
indicate that the securities represent collateral for the
overnight repurchase agreements, and may not be released
without the written consent of the city. Such consent will
not be unreasonably withheld, and it is understood that these
securities will be replaced from time to time as conditions
warrant. The bank agrees to notify the City immediately in
the event that the Market Value of the collateral securities
does not exceed 105% of the amount of the overnight repurchase
agreement. The city will then either reduce the amount of the
repurchase agreement, or will arrange with the bank to provide
additional collateral..
At the beginning of the next business day, all balances in the
sweep account shall be transferred back to the operating
account, along with the interest earned on the overnight (or
over the weekend) transaction. Daily written notification
concerning interest earned will be given to the City. In
addition, monthly statements will be forwarded with the city's
regular bank statements, outlining the details of sweep
account earnings for the period.
All interest earnings will be computed in accordance with the
negotiated rate which was agreed to in the contract for
banking services. This negotiated rate shall be stated by
prospective bidders as a rate which bears a direct
relationship to the "average daily Fed Funds rate," as
published in the Wall street Journal. The rate bid by the
bank will be quoted in decimal points, such as "the average
daily Fed Funds rate, minus .35%," (or 35 "basis points"),
lithe average daily Fed Funds rate, plus .10%" etc. In no case
will the City accept another source for computation of the
interest rate.
16. Payment for services:
All account charges will be itemized on a monthly basis, and
remitted to the City'S Finance Division. Following t1?-e city's
opportunity to review the statement of charges the City will
remit a check to the bank.
17. Designated Bank Contact Personnel:
The bank shall provide a list of contact personnel within the
bank who are qualified to provide information and assistance
in the following areas on a daily basis. Include position,
length of service, and summary of professional' experience.
Please attach listing to bid response form.
7
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,a. General Information
b. Investments and Safekeeping
c. Lock Box Services
d. Bookkeeping
e. Line of Credit
f. Head Teller
q. Sweep Account
h. Coin counting
18. References:
In order to ensure that the bank awarded the contract for the
City's banking services is capable of handling the City's
accounts, the bank must provide a list of names and addresses
of business customers of similar size and complexity to the
City' s organizational requirements. Municipal client
references are preferable. In addition, each bank must
provide a copy of its most recent audited financial statement.
19. community Reinvestment statement:
The bank must provide a copy of its community Reinvestment Act
Policy Statement and a copy of its most recent community
Reinvestment Act Performance Evaluation.
20. Written Contract:
The City will enter into a signed contractual agreement with
the bank selected for a period of three years. This contract
may be renewed for an additional three years by mutual consent
of both parties. The language of the contract will
incorporate the provisions of this RFP, and the response
presented by the successful bidder. A copy of the proposed
contract is attached for your information (EXhibit 0).
8
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EXHIBIT A
CITY OF CLEARWATER, FLORIDA
DIRECT DEPOSIT ACHTAPE LAYOUT
TAPE NAME:
ACHTAPE
HEADER RECORD LAYOUT: Record length 94
FIELD
Record Type (value 1)
Priority
Destination (acct. no.)
(value " 663060209")
Origin (acct. no.)
(value " 063106129")
Transaction Date (format YYMMDD)
Transaction Time (format HHMM)
File ID Mode (value A)
Record Size (value 094)
Blocking Factor (value 10)
Format Code (value 1)
Destination Title '
(value BARNETT COMPUTING CO.)
Oriqin Title
(value BARNETT BANK-PINELL)
Reference Code
BATCH HEADER RECORD:
Record size 94
Record Type (value
Service Class Code
Company Name
(value CITYOFCLEARWATER)
Company Discretion Data
Company 10 (value 59-600289)
Standard Entry Class (value PPD)
Company Entry Description
(value PAYROLL)
'Company Description DAta
(value 032989)
Effective Entry Date
(format YYMMDD)
Reserved
Originate state Code
(value 1)
origin DFI Code (value 06310612)
Batch Number
5)
(value 200)
PICTURE
# OF CHARACTERS
9
99
X(10)
X(lO)
9(6)
9(4)
X
9(3)
99
9
X(23)
X(23)
X(8)
.:
9
9(3)
X(16)
X(20)
X(lO)
X(3)
X(lO)
20
10
3
10
X(6)
9 (6)
X(3)
X
X(8)
9(7)
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2
10
10
6
4
1
3
2
1
23
23
8
1
3
16
6
6
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1
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CITY OF CLEARWATER, FLORIDA
DIRECT DEPOSIT ACHTAPE LAYOUT
(continued)
DETAIL RECORD: Record size 94
FIELD
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CITY OF CLEARWATER, FLORIDA
DIRECT DEPOSIT ACHTAPE LAYOUT
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CITY OF CLEARWATER, FLORIDA
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CONTRACT
'l'hia negotiated Contract entered into this
by and between the City of Clearwater, Florida,
hereinafter called the "City", and
, Clearwater,
day of
Municipal
, 1991,
corporation,
, located at
Florida, hereinafter called the "Bank"z
WIT N E SSE T H:
WHEREAS, it has been deemed advisable to consolidate to the extent possible
all cash resources of the City into accounts in one official depository bank to
be selected by competitive bidding by the commercial banks in the CitY1 and
WHEREAS, the bid
most advantageous to the City has been submitted by
, which bank is engaged in the business of commercial
Clearwater and is qualified to perform the required
banking in the City of
services 1
NOW, THEREFORE, the parties agree as follows:
Bank will perform the services called for in a proposal forwarded
under cover of a letter from the Purchasing Manager dated
, a copy of which letter and proposal marked "Exhibit A" are
and by reference made a part of this Agreement as if fully
and the bid of
marked "Exhibit B" attached hereto
aa if fully rewritten herein.
to
1.
the
The
Bank
attached hereto,
rewritten herein,
,
and by reference made a part of this Agreement
2 . 'l'he City,
manner specified in
on its part,
"Exhibit B".
for
services
provided
to
in the
agrees
pay
3. This Agreement will remain in effect for three years and may be renewed
for additional three year periods by mutual consent of both parties.
CITY OF CLEARWATER, FLORIDA
countersigned
City Manager
Mayor-Commissioner
Attestz
City Clerk
Approved as to form and correctnessz
City Attorney
Witness.sz
By
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CITY OF CLEARWATER
BANKING SERVICES BID RESPONSE FORM
BANK NAME:
OFFICIAL SUBMITTING:
TITLE OF OFFICIAL:
TELEPHONE NUMBER:
1.
Estimated
Monthly Unit Monthly
Bankina Service Activitv Price ~
Account Maintenance 3 $ $
Account Reconciliation
approx. 4,000 items $ $
Items Paid 5,600 $ $
Items Deposited 36,000 $ $
Coin sorting and
counting $300,000 $ $
Lock Box Service
(OCR Scanned) , 30,000 $ $
stop Payments 5 $ $
Wire Transfers 4 $ $
Investment Transactions 15 $ $
Safety Deposit Box 1 $ $
REturned Items 60 $ $
ACH Items 300 $ $
Other Services:
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
$
$
$
$
$
$
TOTAL BSTlMATED MONTHLY FEES
$
Other Quotations:
Rate Quotation on Line of Credit:
Rate Quotation on Sweep Account:
Type of Collateral Securities Proposed
for Sweep Account:
Third Party Holder for Collateral
Securitie. for Sweep Account:
Statement of Capability:
OUr Bank can comply
requirement.. (Ye.
.eparate page.)
with all
or No)
'of
(If
the
no,
city's Banking Service
list all exception. on
aspects
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SWORN STATEMENT PURSUANT TO SECTION 281.133(3)(11),
FLORIDA STATUTES. ON PUBLIC ENTITY CRIMES
THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR
OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS.
1. This sworn statement is submitted to
[print name of the pubUc: endty]
[print Individual's name and dtle]
[print name or enUty submitting swom statement)
whose business address is
by
for
and (if applicable) its Federal Employer Identification Number (FEIN) is
(If the entity has no FEIN, include the Social Security Number of the individual signing this swom
statement:
.)
2 I understand that a "public entity crime" as defined in Paragraph 287.133(1)(g), Florida Statutes.
means a violation of any state or federal law by a person with respect to and directly related to
the transaction of business with any public entity or with an agency or political subdivision of any
other state or of the United States, including, but not limited to, any bid or contract for goods or
services to be provided to any public entity or an agency or political subdivision of any other state
or of the United States and involving antitrust, fraud. theft, bribery, collusion, racketeering,
conspiracy, or material misrepresentation.
3. I understand that -convicted- or -conviction- as defined in Paragraph 287.133(1)(b), Florida Statutes.
means a finding of guilt or a conviction of a public entity crime, with or without an adjudication of
guilt, in any federal or state trial coun of record relating to charges brought by indictment or
information after July 1, 1989, as a result of a jwy verdict, nonjury trial, or entry of a plea of guilty
or nolo contendere.
4. I understand that an "affiliate" as defined in Paragraph 287.133(1)(a), Florida Stntutes. means:
1. A predecessor or successor of a person convicted of a public entity crime; or
2 An entity under the control of any natural person who is active in,the management of the entity
and who has been convicted of a public entity crime. The term "affiliate- includes those officers,
directors, executives, panners, shareholders, employees, members, and agents who are active in the
management of an affiliate. The ownership by one person of shares constituting a conuolling
interest in another person, or a pooling of equipment or income among persons when not for fair
market value under an arm's length agreement, shall be a prima facie case that one person controls
another person. A person who knowingly enters into a joint venture with a person who has been
convicted of a public entity crime in Florida during the preceding 36 months shall be considered
an affiliate.
S. I understand that a "person- as defined in Paragraph 287.133(1)(e), Florida Statutes. means any
natural person or entity organized under the laws of any state or of the United States with the legal
power to enter into a binding contract and which bids or applies to bid on contracts for the provision
of goods or services let by a public entity, or which otherwise transacts or applies to transact business
with l.\ public entity. The term "person" includes those officers, directors, executives, panners,
shareholders, employees, members, and agents who are active in management of an entity.
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CITY OF CLEARWATER
BANKING SERVICES BID FORM
I;;.~~:,~: .
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,~~.:.
BANK NAME:
OFFICIAL SUBMITTING:
TITLE OF OFFICIAL:
TELEPHONE NUMBER:
BARNETT BANK OF PINELLAS COUNTY
M. PHILLIP FREEMAN
SENIOR VICE PRESIDENT
(813) 892-1554
1.
Banking Service
Account Maintenance
Estimated
Monthly
Activity
3
Unit Monthly
Price Cbst
1.50 22.50
.06 240.00
.08 418.00
.05 1800.00
$4.00/thsnd. 1200.00
.06 1800.00
10.00 50.00
5.00 20.00 '
30.00 450.00
nlc nlc
1.00 60.00
.05 15.00
n/c n/c
2. Account Reconciliation
approx. 4,000 items
3. Items Paid 5,600
4. Items Deposited 36,000
5. Coin sorting and counting $300,000
6. Lock Box Service (OCR Scanned) 30,000
7. stop Payments 5
8. Wire Transfers 4
9. Investment Transactions 15
10. Safety Deposit Box 1
11. Returned Items/Rerun Items 60
12. ACH Items 300
13. Deposits Credited unknown
other Services:
Lockbox items over 3%
reject rate
unknown
.05
Note: Any additional services may be added
subject to a mutually agreeable charge.
TOTAL ESTIMATED MONTHLY FEES
$61ai.OO
other Quotations:
Rate Quotation on Line of Credit: Spread under Prime per bond rating and
tax status.
Rate Quotation on Sweep Account: Federal Funds Rate minus 2S basis points.
Type of Collateral for Securities Pl'oposed For Sweep Account: U.S.
Government Securities/Agencies.
Third Party Holder for Collateral Securities for Sweep Account:
Jacksonville Federal Reserve
Statement of Capability:
Our Bank can comply with all aspects of the City's Banking Service
requirements. (Yes or No)~. (If no, list all exceptions on separate
page.) Please refer to our cover lettor.
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.
Barnett Bank of
Plnella8 County
Post Officei3ox 12288
SI. Petersburg, Florida 33733.2288
June 3, 1991
Mr. George McKibben
PW'Chasing Manager
City of Clearwater
711 Maple Street
Clearwater, FL 34615
Dear Mr. McKibben:
Barnett Bank of PineIIas County thanks you for the opportunity to submit our Proposal for Bankinll
Services to the City of Clearwater in response to your Request for Proposal dated April 15, 1991. We
understand and agree that award of these services to us would be under a three year contract, which will
incorporate the above referenced request for proposal and this response.
We are currently providing the banking services covered by the proposal and except as indicated in this
response, we are able to comply with your specifications and requirements. Beginning this summer a third-
party vendor will be used for retail lock-box processing with Barnett retaining full responsibility for service
quality.
Attached please fmd the Banking Services Bid Response Form and other required information, which
should be reviewed in conjunction with tills letter. Our bid is to be considered on an "all or none" basis.
Recvcled Paper
We regret that we are unable to comply with your requirements for the use of recycled paper. We
,understand, however, the importance ofthe issue ofrecycllng, and as an organization have initiated various
measures to promote recycling.
Lam Name
Our legal name, address and telephone number is:
Headquarters:
Barnett Bank of PineIIas County
(a state chartered bank)
One Progress Plaza (200 Central Avenue)
St. Petersburg, Florida 33701
Telephone: (813) 892.1554
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City of Clearwater
June 3, 1991
Page 2
Main Clearwater Office:
Barnett Plaza Office
1150 Cleveland Street
Clearwater, Florida 34615
Telephone: (813) 539-9131
The City may utilize the above Clearwater location or arrangements may be made at the other eight
branch offices located within the City of Clearwater (list attached). Coin deposits from the parking meters
and bridge, however, should be delivered to Barnett's Cash Vault located at 4800 140th Avenue North,
Clearwater. '
CoUateraJ/Bank HaUnt!
Barnett Bank. of PineUas County is an approved fmancial institution under the Public Deposit Act, Chapter
280, Florida Statutes. We currently are rated by Moody's Investor Services, a widely followed credit rating
agency. These ratings are Prime - 1 for short-term certificates of deposit and A2 for long-term certificates
of deposit. Additionally, all 32 banks owned by Barnett Banks, Inc. have the same rating. It is important
to note that under present law all Barnett Banks are backed by the full strength of the entire organization.
The latest call report for Barnett Bank of Pinellas County and the latest 8JUlual report of Barnett Banks,
Inc. is also included. '
Line of Credit
Upon appropriate resolution by the City Commission, a line of credit of $1,000,000.00 would be made
available to the City on mutually agreeable pricing and terms. The interest would be based on the Barnett
Banks, Inc. prime rate as a(ljusted from time to time with a spread from prime based on the fmancial
standing and bond ratings of the City, as well as the status as to taxability of interest payments.
Drull Free Workplace
Although we have responded negatively to the Drug Free Workplace Form as specifically required by you,
Barnett does have a comprehensive policy and program to address substance abuse and safety in the
workplace, which encompasses the material requirements of your form. It includes notification and
information to employees, reporting suspected violators, disdplinary measures including termination,
participation in assistance and rehabilitative programs, and drug-screening for employment.
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City of Clearwater
June St 1991
PageS
Bank Contact
A listing of contact personnel is provided as requested for various services. Final responsibility for all
requirements of the City is that of the undersigned or in his absence Mrs. Janene Silver.
It is a pleasure to be of service to the City and we look forward to the opportunity to extend our
relationship.
7~' ,
Free:::n~/YV'
M.P.
Senior Vice President
MPF/la
Attachments
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City of Clearwater
June 3, 1991
List or Attachments
I.
~g Services Bid Response Form
II.
Drug Free Workplace Form
m.
Public Entity Crimes Form
IV.
Bank Contacts
v.
References
VI.
Clearwater Locations
VII.
Community Reinvestment Act Policy Statement
VllI.
Community Reinvestment Act Evaluation Letter
IX.
Call Report, Barnett Bank of PineUas County
x.
Annual Report, Barnett Banks, Inc.
MPF/Ia
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~ DRUG-FREE WO~LACE, IN ACCORDANCE WITH SECT. 287.087
Preference shall be given to businesses with drug-free workplace
programs. Whenever two or more bids which are equal with respect
to price, quality, and service are received by the City for the
procurement of commodities or contractual serTices, a bid received
from'a business that certifies that it has implemented a drug-free
. workplace proqrwm shall be given preference in the award process.
Established procedures for processing tie bids will be followed if
none of the tied v~ndors have a drug-free workplace program. In
order to have a drug-free workplace program, a business shall:
l)P~lish a statement notifying employees that' the unlawful
manufacture, distribution, dispensing, possession, or use of a
controlled substance is prohibited in the workplace and
specifying the actions that will be taken against employees
for violations of such prohibition.
2) Inform employees about the dangers of drug .abuse in the
workplace, the business's policy of maintaining a drug-free
workplace, any available drug counseling, rehabilitation, and
employee assistance programs, and the penalties that may be
imposed upon employees for drug abuse violations.
3 )
Give each employee engaged in
contractual services that are
statement specified in subsection
providing the
under bid a
( 1) .
commodities or
copy of the
4) In the statement specified in subsection (1), notify the
employees that, as a condition of working on the commodities
or contractual services that are under bid, the employee will
abide by the ter.ms of the statement and will notify the
employer of any conviction of, or plea of guilty or nolo
contendere to, any violation of chapter 893 or of any
controlled substance law of the United States or any state,
for a violation occuxring in the workplace no later than five
(5) days after such conviction.
5)
require the satisfactory
assistance or rehabilitation
the employee'S c~mmunity, by
Impose a sanction on, or
pa~icipation in a drug abuse
program if such is available in
any employee who is so convicted.
6) Make a good faith effort to continue to maintain,a drug-free
workplace t~rough Lmplementation of this section.
As' the person authorized
this fi~ ~does not
above requirements.
to sign the statement, I certify that
(select only one) fully compl~ ith the
Barnett Ra~k of pinel1as County
BUSINESS NAME
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SWORN STATEMENT PURSUANT TO SECTION 287.133(3)(a),
FLORIDA STATUTES. ON PUBUC ENTITY CRIMES
THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY PUBUC OR
OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS.
1. This swam statement is submitted to City of Clearwater
[print name or the pubUc entity)
by M. Phillio Freeman, Senior Vice President
[print Individual's name ODd title)
ror Barnett Bank of pinellas County
[print name of entity submitting sworn statement)
whose business address is
1150 Cleveland st.
Clearwater, FL 34615
and, (if appUc:lble) its Federal Employer Identific:llfon Number (FEIN) is 59-0751694
(If the entity bas no FEIN, include the Social Security Number of tbe individual signing this swam
statement:
.)
2. I understand that a .public entity crime- as defined in Paragraph 281.133(1)(g), Florida Statutes.
means a violation of any state or federal Jaw by a person with r~pect to and directly related to
the transaction of business with any public eOlity or with an agency or political subdivision of any
other state or of the United Statcs, includlng, but not limited to, any bid or contract for goods or
services to be provided to any public entity or an agency or politic:ll subdivision of any other stale
or of the United States and involving antitrust, frau~ theft, bribery, coUusion, racketeering,
conspiracy, or material misrepresentation.
3. I understand that .convicted- or -conviction- as defined in Paragrapb 287.133(1)(b), Florida Statutes.
means a finding of guilt or a conviction of a public entity crime, with or without an adjudication of
guilt, in any federal or state trial coun of record relating to cbarges brought by indictment or
information after July 1, 1989, as a result at a jury verdict, nonjury trial, or entry of a plea of guilty
or nolo contendere.
4. I understand that an .affiliate- as defined in Paragraph 287.133(1)(a), Florida Statutes. means:
1. A predecessor or successor of it person convicted of a public entity crimej or
2. An entity under the control of any natural person wbo is active in,the management of the entity
and who has been convicted at a pubUc entity crime. The term .at1illate' includcs those officen,
directors, executives, pannen, shareholders, employees, members, and agents who are active in the
management of an aftillate. The ownership by one person at sbares constituting a controlling
interest in another person, or a pooling of equipment or income among persons when not for fair
market value under an orm's length agreement, shall be a prima facie case that one person conuols
another person. A person who knowingly enters into a joint venture with a person who bas been
convicted of a public entity crime in Florida during tbe preceding 36 months shall be considered
an affiliate.
s. I understand tbat a 'penon- as defined In Paragraph 287.133(1)(e). Florida Statutes. means auy
natural person or entity organized under the laws of any state or of tbe United States with the legal
power to enter into a binding contract and which bids or applies to bid on contracts for the provision
of goods or services let by a public entity. or which otherwise transacts or applies to transact business
with a' public entity. The tenn "person' includes those officers. directors, executlvcs, panDers.
shareholders, employees, members, and agents who are active In management of an entity.
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6. Based on Information and belief, Ihe statement which I bave marked below is true in relation to
the entity submiuing this sworn statement. [Indicate which statement appUes.]
--lL Neithcr the entity submitting this sworn statement, nor any of its officers, directors, executives,
partners, sharcholdcrs, cmployees, members, or agents wbo arc active in the management of tbe
entity, nor any affiliate of the cntity has been charged with and convicted of II. public endl}' crime
subsequent to July 1, 1989.
The entity submittJog thJs sworn statement, or ODe or more of its officers, directors, executives,
paniiCn, sharcbolders, employees, members, or agents wbo arc active iD the managemcDt of thc
entity, or an affiliate of the entity bas been charged with and convicted of a public entil}' crimc
subsequent to July 1, 1989.
.
_ The entity submitting this sworn statement, or one or more of Its officers, directors, executives,
panners, shareholders, employees, members, or agenu who arc active in the management of the
entity, or an affiliate of tbe entity has been charged with and convicted of a public entity crime
subsequent to July 1, 1989. However, there has been a subsequcnt proceeding bcfore a Hearing
Officer of the State of Florida, Division of Admin1strative Hearings and tbe Final Order entered by
tbe Henring Officer detennined that it was not In the public interest to place the entity submitting
this sworn statement on the convicted vendor list [attach a copy of the Rnlll order]
I UNDERSTAND THAT THE SUBMISSION OF THIS FORM TO THE CONTRACTING OFFICER FOR
THE PUDUC EN1TIY ID~TU"JJW IN PARAGRAPH 1 (ONE) ABOVE IS FOR THAT PUBUC ENTIn'
ONLY AND, TIIAT THIS FORM IS VALID THROUGH DECEMBER 31 OF THE CALENDAR YEAR IN
WHICH IT IS FILED. I AlSO UNDERSTAND THAT I AM REQUIRED TO INFORM THE PUBUC
ENTITY PRIOR TO ENTERING INTO A CONTRAcr IN EXCESS OF THE THRESHOLD UNT
PROVIDED IN SECTION 281.017, FLORIDA STATUTES FOR CATEGORY TW OF ANY C GE IN
THE INFORMATION CON7AINED IN THIS FORM.
Ma 31, 1991
[dote]
STATE OF F \crLiDA
COUNTY OF'Y' (\ ..:./ll'ls
PERSONALLY APPEARED BEFORE ME,lb.e..undersigned.authodty,
m . t::>, F (2.,~ A n who, after first being sworn by me, affixed his/her signature
[name or Individual signing]
in tbe space provided above on Ibis
3/ ~r
day of rn Ai . 19 q {
A ,;-f, Q..l.A
NOTARY PUBLIC
,~~aJt
My commission expires:
"OrARY PUDLlC, 5T.\T1: CF F'/.ORlPA.
MY C0lo1i,IISSI0;>j (i^l'lm~: .';'11.: z.. I S1I3.
.011010 lHnu IlOTAny PUI!LI.:l UNDtlnWA'YE"'/
Form PUR 7068 (Rev. 04110191)
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REFERENCES
Although Barnett currently provi4es the City of Clearwater's banking services, we respectfWly submit the
following list of companies as additional references:
The School Board of Pinellas County
P.O. Box 4688
Clearwater, FL 84618
Contact: Mr. Terry Culbertson, Cash Management Director
Board of County Commissioners, Pinellas County
815 Court Street
Clearwater" FL 84616
Contact: Mr. Jim Tyler, Finance Accountant
Pinellas County EMS
2190 South Belcher Road
Largo, FL 84641
Contact: L. Curtis Bentley, Finance Manager
Golf Hosts, Inc. (Innisbrook)
P.O. Drawer 1088
Tarpon Springs, FL 84688
Contact: Richard L. Akin
Jack Eckerd Corporation
,P.O. Box 4689
.. Clearwater, FL 84647
Contact: David Durfee, Director of Treasury Services
Tech Data Corp.
P.O. Box 6260
Clearwater, FL 34618.6260
Contact: Art Singleton
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CLEARWATER OFFICES
BARNETT PLAZA
1160 Cleveland Street
Clearwater 639-9131
EAST CLEARWATER
2160 Cleveland Street
Clearwater 639-9262
ISLAND ESTATES
140 Island Way
Clearwater 639-9676
MISSOURI AVENUE
1610 South Missouri Avenue
Clearwater 639-9104
NORTHWOOD
3000 Enterprise Road East
Clearwater 639-9680
ROOSEVELT
16201 Roosevelt Blvd.
Clearwater 639-9806
SAND KEY
1261 Gulf Blvd., Suite 128
Clearwater 639-9816
SOUTH CLEARWATER
2200 Belleair Road
Clearwater 639-9577
SUNSET POINT
1826 Sunset Point Road
Clearwater 639-9801
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INTRODUCTION
The Community Reinvestment Act of 1977 ("CRA") and the
regulations promulgated pursuant thereto by the bank regulatory
agencies are intended to encourage banks and otheJ: financial
institutions to fulfill their continuing and affirrnat,ive
obligation to help meet the credit needs of their respective
communities, including low and moderate income neighborhoods,
consistent with the safe and sound operations of these
institutions.
I
'CONTENTS
In this regard, Barnett Bank of Pinellas County (referred to as
"bank" hereafter) has developed and adopted this Conununity
Reinvestment Act Statement which contains the following material
under the headings indicated:
1. Delineation: Map with description of the community
served by the bank.
2. Types of Credit Available: Specific types of credit
within certain categories.
3. CRA Notice: The notice displayed in the public lobbies
of each branch.
4. CRA Statements and Public Comments Files: Availability
for public . inspection of files for public comments
regarding CRA compliance and current CRA statements.
5. Annual Review: Bank's Board of Directors policy.
6. Compliance Policy: Bank's policy regarding compliance
with CRA.
It has been the established policy of Barnett Bank of Pinellas
County to be continuously sensitive and responsive to the
changing credit needs of its total community. In this regard,
this bank believes in good faith that adoption by its Board of
Directors of this eRA statement containing the described
materials will reaffirm the bank's policy as weIl as effectively
90mplying with the bank's regulatory agency.
"
,
, DELINEATION
A written description and map is attached
to serve as the bank's communities that
comprise its entire boundaries without
excluding low and moderate income
neighborhoods.
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'ri?ES OF CREDIT
AVAILABLE
The following is a 'list of specific types of
credit available within certain categories.
1. Personal loans
· Purchase of goods-automobiles, boats,
mobile homes, etc.
· Home improvement loans and second
mortgage loans.
* Personal expenses-secured and
unsecured.
2.
Residential Real Estate
* First and second mortgages.
* One-to-four family dwelling.
* Construction of one-to-four family
dwelling.
I
3. Commercial Loans
· Working capital 'loans to small and
large businesses.
* Equipment loans.
4. Commercial Real Estate
· Commercial and industrial real estate
secured.
* Five dwelling units and over.
* Construction and development loans.
s.
Loans to federal, state and
governments through purchase
issues.
municipal
of bond
CRA NOTICE
Public notices shall be provided in the
public lobby of each of the bank's offices,
other than off-premises electronic deposit
facili ties. A copy of the notice is
attached.
CRA STATEMENTS/
PUBLIC COMMENTS
FILE
The bank has established and shall continue
t~ maintain files for public comments that
are readily available for public inspection
in the Compliance Department.
Files shall contain:
1. Any signed written comments received
from the public within the past two
years relating to the bank's performance
in CRA,
2. Any responses to the comments that the
bank may make,
3. CRA statements in effect for the last
two years.
Page - 2
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,\NNUAL
REVIEW
The
the
act upon
interim.
minutes.
Bank's
bank's
CRA
any
Such
Board of
Statement
material
actions
Directors shall
annually, and
chanqe made
shall be noted
review
shall
in the
in its
COMPLIANCE POLICY
is the policy
requirements
ment Act of 1977 and
tions adopted before and after
continuing need to help meet the
of its commUnity, including low and moderate
income neiqhborhoods, consistent with
safe and sound operation of the bank.
the
It
the
of
of
the .:Jank to
the Community
the rules
comply with
Reinvest-
and regula-
to fulfill the
credit needs
I
This Corrununi ty
Bank's Board of
of the meeting.
Reinvestment
Directors and
Act Statement
shall be duly
is adopted
noted in the
by the
minutes
Page 3
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"COMMUNITY REINVESTMENT ACT NOTICE"
The Federal Community Reinvestment Act (CRA) requires
evaluate our performance in helping to meet the credit needs
this community, and to take this evaluation into account when the
FDIC decides on certain applications submitted by us. '{our
involvement is encouraged.
the FDIC to
of
"You" should know that:
*** You may obtain our current CRA statement for this community
in this 'office.
*** You
I Statement
to 4800
may send signed, written comments
or our performance in helping to
140th Avenue North, Clearwater.
abou tour CRA
mee t communi ty
needs
Regional Director, Federal
1200, 245 Peachtree
Atlanta, Ga. 30303. Your letter, together
us, may be made public.
And to
Corporation,
Suite
Deposit Insurance
Center Avenue N.E.,
with any response by
You may look at a
received by us within
made to the comments,
past two years at our
'North, Clearwater.
***
file of all signed,
the past two years, any
and all CRA statements
office located at
written comments
responses we have
in effect during the
4800 140th Avenue
You may ask to look at
Director, Federal Deposit
245 Peachtree Center Avenue,
***
any comments received by Regional
Insurance Corporation, Suite 1200,
N.E., Atlanta, GA 30303.
You also may request
Deposit Corporation, 550
20429 an announcement of
with the FDIC.
***
from the Regional
17th Street, N.W.,
applications covered
Director, Federal
Washington,
by the eRA
D.C.
filed
are a subsidiary of
'{ou may request
Atlanta, 104 Marietta Street N.W.,
of applications covered by
companies.
We
company.
***
Barnett Banks,
from the
Atlanta, GA
CRA filed
the
Inc., a bank holding
Federal Reserve Bank of
30303 announcement
by bank holding
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Barnett Bank of
Plnellaa County
C~A Rating Letter
Post Office Box 12288
St. Petersburg. Florida 33733,2288
May 30, 1991
Mr. George McKibben
Purchasing Manager
City of Clearwater
P.o. Box 4748
Clearwater, FL 34618-4748
Dear Mr. McKibbon:
Pursuant to the requirements stated in the Requests for Proposal
Banking Services, please allow this letter to serve as confirmation
of' Barnett Bank of pinellas County's satisfactory or greater CRA
rating since 1988. To remain in compliance with Federal and state
regulation, Barnett Bank is not permitted to disclose additional
information regarding this rating to any party outside of the Board
of Directors. For 'further information regarding the subj ect
regulation, please contact:
K.R. Frye
Barnett Banks, Inc.
Regional Compliance
(813) 225-2988
We trust
forward t
satisfies
service.
requirements
and
look
this information
being
your
11/)re
M. Phi
Senior
MPF/wae
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CLEARWATER CITY COMMISSIO~A.~
Agenda Cover Memorandum ~'~
-'litem N
Meeting Date:
, 8/1/91
Subject:
JOINT PROJECT AGREEMENT WITH PINELLAS COUNTY F'OR GAS MAIN INSTALLATION
Recommendation/Motion: Approve the
County to install 8,326 feet
Road (C.R. 752) from U.s. 19
a cost of $101,466.86
joint
of 4"
(S.R.
Public Works Contract
polyethylene gas main
55) to East Lake Road
with Pinellas
along Tamp'a
(C.R. 611) at
IX! and that the appropriate officials be authorized to execute same.
BACKGROUND:
Pinellas County plans to widen Tampa Road from U.s. 19 North to East
Lake Road. This construction will necessitate the relocation of an
existing 2" polyethylene gas main. Tampa Road is becoming a major
east-west corridor to Oldsmar and the East Lake Woodlands area where
we are experiencing large customer demand for new service. We would
like to upgrade this gas main to a 4" polyethylene line during this
relocation construction.
We propose to enter into a joint public works contract with Pinellas
County to perform the work. Installing the gas main under the
Pinellas County contract will save our having to coordinate with the
prime County contractor, as well as saving us surveying and
restoration cost, which would have to be performed to meet the prime
contractor's schedule.
The cost of this Joint proj ect Agreement, $101,466.86, is for labor
only. The funding source would be Line Relocation-Capitalized Code
315-1-6340-638/532. Pipe materials, at a cost of $29,876.58, will be
obtained.under previously approved annual bid #104-90.
Reviewed by: ~~J$rf~ Costs: .$101,466.86 c~sSlon Action:
Legal Total pproved
Budget Clearwater Gas S s o Approved w/conditions
Purchasing User Dept.: .....- o Denied
Risk Mgmt. Current FY o Continued to:
DIS Funding Source:
ACM Advertised: IX] Capt. Imp.
Other o Operating Attachments:
Date:
pa~r: o Other Joint Project Agreement with
Not required Appropriation Code: Pinellas County
Affected parties
o Notified 0
o Not required 315-1-6340-638/532 None
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JOJNr J?RO:JECr ~ Em
urILITY INSrALIATICN BY HIGWAY CXNIRACJ.m
CXXNrY RC\l\D tV. :
752
NAME: TaIrpa Rd.
LIMITS: Fran U.S. Hwy. 19 (S.R. 55) to East lake Rd. (C.R. 611)
a:NIRACr to.: Project No. 2566 Weal Option Gas Tax Fund
No. 0404/5633000/8410015
THIS AGREEMENr, made and entered into on
the 1st day of
August
1991
by
between
political subdivision of the State of
and
PlNELI..AS <XX.JNrY ,
a
Florida, hereinafter called <XX.JNrY, and the CITY OF CLEARWATER,
municipal
a
corporation of the State of Florida, hereinafter called CITY.
WIrrNESSEIH :
WHEREAS ,
the
is
constructing,
or
otherwise
reconstructing
CXXJNI'Y
changing a portion of the County Highway System designated by the CUJNrY as
County Road No.
752,
Tampa Road between u.s.
19
and East Lake
Hwy.
Road,
hereafter
referred to as
the PR~,
which shall call
the
for
adjustment, relocation and/or installation of the City of Clearwater natural
gas facilities along, over and/or under said highway, and,
WHERE'AS, the plans for the said construction, reconstruction or other
changes to be made, as above described, have been reviewed by the CITY and the
CITY has had an opportunity for input into said plans and, whereas, above-
described natural gas construction are to hereinafter be designated as
"utility WOrk", and,
WHERF.AS, the term "cost of Utility Work" shall include the entire am::>unt
to be paid by the CITY for slich utility work, as provided herein, and,
Page 1 of 5
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~, the CITY has expressed its desire to assume all reasonable and
necessary costs to be incurred for this "utility WOrk" and has requested the
CXXJNl'Y to include in said PROJ:EX:r certain plans and specifications to meet the
CITY'S needs, and,
~, the CXXJNrY and the,CITY have determined that it would be to the
best interest of the general public and to the economic advantage of both
parties to enter into a JOINI' PRo:JECr for such work,
N:W, THEREFORE, the premises considered, and in consideration of the sum
of cne Dollar ($1.00) each to the other in hand paid, the receipt whereof is
hereby acknowledged, and in further consideration of the mutual convenants
hereinafter contained, it is agreed by the parties as follows:
1, The CXXJl.'7I'Y and the CIT{ shall participate to create a JOINI' PRo:JECI', the
sco,pe of which is to include the CITY'S utility work wi thin the lirni ts of the
PRa:JE:Cr as included in the plans and estimate of the PROJ:Er:I' , rrore
specifically described as Pinellas County Contractor install 4" gas main, the
CITY will provide all materials.
2. The CITY will prepare, at its expense, the design and plans for all the
CITY'S necessary "Utility Work" specified above, and will furnish to the
<XXJN1'Y no later than July 30, 1991, complete original plans on standard
size sheets (22" x 36"), all suitable for reproduction by the CXXJNrY, together
with a complete set of specifications covering all construction requirements
for the "utility Work". Final "utility Work" plans shall be complete in every
detail and will include a "5urrrnary of Quantities" sheet. It will be the
responsibility of the CITY to coordinate the development of the "utility Work"
plans with the <n.NI'Y'S highway job plans. The OCUNI'Y, upon request by the
CITY, will furnish all available highway information required by the CrrY for
the development of the "Utility Work" plans; and the <X.UNrY shall cooperate
fully with the CITY to this end.
3. All of the work on the JOINr PROJECr is to be done according to the
plans and specifications of the 0XJNrY, which plans and specifications are, by
reference hereto, made a part hereof. The CITY will be responsible for
verifying the accuracy of the 0XJNrY'5 underground survey information, and
will also be responsible for any changes to the CITY'S plans made necessary by
errors or omissions in the CXXNlY' S survey information as furnished to the
CITY. All errors, omissions, or changes in the design of the CITY'S "Utility
Work: will be the sole responsibility of the CITY. In any conflict between
the CITY and CXXJNrY plans or specif ications, the <XX.JNlY ' S plans or
specifications will govern.
Page 2 of 5
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4. The CITY, on request and at its expense, will furnish all engineering
inspection, testing and supervision of the "utility Work", and will also
furnish the OCUNTY'S ENGINEER with progress reports for diary records,
approved and accepted quantities and arrounts for weekly, monthly and final pay
estimates. All field survey control for the "Utility Work" will be furnished
by the CXUNI'Y, and the CITY shall cooperate fully in this matter. All
infonmation required for Change Orders or Supplemental Agreements pertaining
to the CITY'S "Utility Work" shall be promptly furnished to the CXXJNI'Y by the
CITY upon the request of the CUJNlY.
5. The COUNTY will provide the necessary engineering inspection to
determine if construction is generally in corrpliance with the plans and
specifications hereinabove referred to, and shall receive all bids for and let
all contracts for said "Utility WOrk". All bids for said "utility Work" shall
be taken into consideration in the award of bid on the PROJECT and the CITY
shall have the right to reject any or all bids on the "Utility Work" so as to
cause no delay to the prosecution of the PROJEX::r work by the CXXJNrY' S
contractor.
6. All adjustment, relocations, repairs and incidentals required to be
performed to the existing CITY utilities within this PROJECT, not included in
this contract, will be the sole responsibility of the CITY. All such work is
to be coordinated with the construction of this PROJECT and in a manner that
will not cause delay to th~ PROJECT CONTRACTOR.
7. All services and work under the construction contract shall be performed
to the satisfaction of the COJNrY' S Director of Public Works, and he shall
decide all questions, difficulties and disputes of whatever nature, which may
arise under or by reason of such contract for "Utility Work"; the prosecution
and fulfillment of the services thereunderr and the character, quality, amount
and value thereof; and his decision upon all claims, questions and disputes
thereunder shall be final and conclusive upon the parties hereto.
8. The CITY hereby certifies that a total project cost of $101,466 (which
includes 8% for construction management, engineering and inspection) has been
approved by the CITY CXlVMISSICl'l, and that funds have been appropriated and are
available for payment. Progress payments will be made to the OOUNTY by CITY
check within ten nO) days of receipt of a County invoice detailing the
payment request.
9. Upon completion and acceptance of the work, which will be determined
jointly by the CXXJNrY and the CITY, the CITY shall own, control, maintain, and
be responsible for all CITY utility, facilities involved, according to the
terms of the standard permit required by the State Statutes for occupancy of
public rights-of-way. The CITY further agrees that it will maintain and keep
in repair, or cause to be maintained and kept in repair, all of such
constructed facilities.
Page 3 of 5
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10. The CITY shall defend, save and hold harmless the CXXNrY from any and
all legal actions, claims or demands by any person or legal entity against the
COUNTY arising out of the participation in this agreement by the CrrY or use
by the CITY of the completed "utility Work", except for actions, claims or
demands resulting from the negligence of the COUNTY, its agents or employees.
This paragraph shall not be deemed a waiver by the CITY of any defense or
limitation available to the CITY pursuant to Section 768.28 Florida Statutes,
as the same may be arrended from time to time.
11. Upon completion of the work, the County shall, within one hundred eighty
(180) days, furnish the CITY with two (2) copies of its final and complete
billing of all costs incurred inconnection with the work performed hereunder,
such statement to follow as closely as possible the order of the items
contained in the job estimate. The final billing shall show the description
and site of the project; the date on which the first work was performed; the
date on which the earliest item of billed expense was incurred; the date on
which the last work was performed or the last i tern of billed expense was
incurred; and the location where the records and accounts bill can be audited.
Adequate reference shall be made in the billing to the County's records,
accounts or other relevant documents. All cost records and accounts shall be
subject to audit by a representative of the CITY. Upon receipt of invoices
prepared in accordance with the provisions of this Agreement, The CITY agrees
to reimburse the COUNTY in the amount of such actual cost. The COUNTY will
invoice the CITY monthly for all costs incurred under this Agreement, and the
CITY agrees to pay the CXXJNrY within ten (10) working days.
12. The cost o~ relocation of CrrY gas facilities within easements dedicated
prior to existing CXXNl'Y rights-of-way shall be borne by the CXXJNrY.
13. If the County does not begin construction of the PRO:JECr wi thin three
(3) years from date of execution of this Agreement, the same shall become null
and void.
,/
Page 4 of 5
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IN WI'lNESS WHrnEDF, the parties hereto have caused these presents
by their duly-authorized officers, and their officials' seals
the day and year first above written.
executed
affixed,
CITY OF CLFARWATER, a municipal
corporation of the State of
Florida
PINELI..AS CXXJNrY, a political
subdivision of the State of
Florida
By:
By:
City Manager
Date
ATI'EST:
ATl'EST:
Karleen F. D3 Blaker, Clerk
By:
By:
City Clerk
(Seal)
D3puty Clerk
(Seal)
Countersigned:
APPROVED PS 'IO FORM:
By:
By:
Mayor-Commissioner
County Attorney
Approved as to form and correctness:
By:
City Attorney
Page 5 of 5
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ITEM #
1200-la
1200-lb
1200-1c
1200-2a
1200-2b
1200-3a
1200-3b
l200-3c
1200-3d
1200-3e
1200-3f
1200-4a
1200-4b
1200-5a
1200-5b
1200-6a
NOTE:
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PRELIMINARY CONSTRUCTION COST ESTIMATE FOR PINELLAS COUNTY
JOINT P~OJECT AGREEMENT PROPOSAL ON
TAMPA RD. FROM US HWY 19 TO EAST LAKE RD.
(PINELLAS COUNTY JOB #2566)
ITEM DESCRIPTION
QUANTITY
UNIT
Install 4"
Drisco PE
Butt-fused
gas main
8326
linear
feet
Install 6"
steel gas
coated
411
"
epoxy
main
Install 12" steel casing
39
"
Install 12" casing insulator
6
each
Install 12" casing end seal
2
"
Install 6"x4" PE Drisco
reducer
1
"
Install 6" steel to PE Drisco
transition
1
"
Install 6" epoxy coated
steel tee
1
"
Install 6"x45 epoxy coated
steel ell
3
"
Install 6"x90 epoxy coated
steel ell
1
"
Install 6" steel line valve
1
II
'Remove
PE gas
2" Butt-fused
main
Drisco
8323
linear
feet
Remove 6 .;
steel gas
epoxy coated
main
405
"
Maintenance of Traffic
1
lump sum
Mobilization
1
"
Engineering & Inspection
1
8% of
Total Const.
Cost
Cost estimate
Material to be
only.
is for preliminary purposes
provided by the City.
. , ..' 1" ~ .
UNIT
PRICE
TOTAL
5.30
44127.80
7.25
2979.75
9.50 370.50
35.00 210.00
31.50 63.00
51.50 51.50
25.75 25.75
51.50 51.50
25.75 77.25
25.75 25.75
65.50 65.50
5.00 41615.00
5.50 2227.50
1030.00
1030.00
1030.00
1030.00
7516.06
TOTAL
101,466.86
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CLEARWATER CITY COMMISSIOMrIi \
Agenda Cover Memorandum " Item 1#
Meeting Oate:
R 11 IQ 1
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Subject:
Marina Gifts and Souvenirs
Recommendation/Motion:
Approve the lease agreement
Carpenter and Mary Kay
five (5) year period, 10/1/91-9/30/96,
annual gross revenues exceeding $241,200.
~ and that the appropriate officials be authorized to execute same,
Lease Agreement
for
Carpenter,
marina building rooms #5 and #9 to
d/b/a Marina Gifts and Souvenirs~
for the total sum of $126,000, plus 10%
Roy M.
for a
of the
BACKGROUND:
Mr. and Mrs. Carpenter have operated the Marina Gifts and Souvenirs business
since March 8, 1988. Their lease agreement with the city expires on
September 30, 1991. They made extensive renovations and improvements to the
gift shop area in 1988.
Under the terms of the lease agreement,
at the rate of $2,100 per month, plus
exceeding $241,200 for a five (5) year
remove and replace the rusted air conditioner
of the premises within 90 days.
the lessee will pay $25,200 per year
10% of the annual gross revenues
period. The lessee is required to
located on the northwest side
The current lessees have been good tenants of the marina and are recommended
for continuation by city staff.
Originating, Dep
Marine
Costs: N I A
Total
User Dept.:
N/A
Advertlaed: N / A
Date:
Paper:
o Not required
Affected parties
o Notified
o Not required
Current FY
Funding Source:
o Capt. Imp,
o Operating
o Other
Commission Action:
gApprOved
o Approved w/conditions
o Denied
o Continued to:
Attachments:
1.Mr.& Mrs. Carpenter's letter
2.Lease Agreement
Appropriation Code:
o None
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Mr. and Mrs. Roy Carpenter
Marina Gift Shop, Rms. 5 and 9
25 Causeway Blvd.
Clearwater Beach,Fl. 34360
June 12, 1991
Mr. Bill Held, Harbormaster
Clearwater Marina
Clearwater Beach, Fl. 34630
Re: Renewal of lease
Dear Mr. Held:
We
9,
62
would very much appreciate
which ends on the 30th day
months_
our lease at
of September,
25 Causeway Blvd_, Rms.
1991 to be renewed for
5 and
another
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LEASE AOREEMEN~
THIS LEASE AGREEMENT, made and entered into this
day of
___, 1991, by and between the CITY OF CLEARWATER, FLORIDA, a
municipal corporation, hereinafter referred to as "Lessor", and ROY M,
CARPENTER and MARY KAY CARPENTER, d/b/a Marina Gifts and Souvenirs, rooms S
and 9, 2S Causeway Boulevard, Clearwater, Florida 34630, hereinafter referred
to as "Lessee."
WIT N E SSE T B I
That in consideration of the covenants herein contained of the granting
of this lease and the sums paid and to be paid hereunder, the Lessor hereby
leases to the Lessee and the Lessee hereby leases from the Lessor according to
the terms, conditions and covenants herein contained the following described
premises in the City of Clearwater, Pinellas County, Florida, to wit:
See attached Exhibit "A,"
THE PARTIES HERETO HEREBY COVENANT AND AGREE AS FOLLOWSs
1. The term of this lease shall be for five (5) years beginning October
1, 1991, and ending September 30, 1996. The Leesor retains the right to
terminate this lease for any municipal need consistent with the Lessor's
charter; and, in addition, Lessor may terminate this lease if the State of
Florida or any of its agencies or political subdivisions thereof acquire the
dernised property or any portion thereof for a public purpose, This right of
termination is in addition to the right of termination set out in paragraph 14
of this Agreement. However, should the Lessor terminate this agreement for
any reason, the Lessor will reimburse the Lessee for its unamortized real
property improvements to t~e site, provided that:
a. site improvements are permanent and cannot be moved economically
to another site;
b. in the event that additional improvements are made to the
demised premises with the written consent of the Lessor during the term of
this lease, the unamortized cost of such improvements, ay depreciated, shall
be reimbursable. The unamortized cost of any such improvements shall be
certified by an independent Certified Public Accountant; and
c. the claim for reimbursement shall be supported by independent
audited financial statements prepared by a certified Public Accountant, which
shall attest to the fairness of the original investment values and subsequent
amortization expenses.
2. The Lessee hereby covenants and agrees to pay rental thereof a9
follows:
a. To pay the total sum of $126,000.00 for the 60 month term of
this lease, which shall be paid in equal monthly payments of $2,100,00. Each
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monthly pa~8nt shall be due and payable on the first day of the month, and
shall be delinquent if not paid on or before the fifth day of the month. In
addition to the monthly rental, the Lessee shall, at the end of each lease
year, pay an additional amount equal to ten (10) percent of yearly gross sales
exceeding $241,200.00 throughout the term of this lease. This payment will be
made along with the Lessee's payment of the monthly rental for the first month
of each lease year beginning with the second lease year. The Lessee will
provide the Lessor within 15 days after the end of each month during the term
of this lease a statement showing the amount of gross sales during that month.
The statement used by the Lessee to report such sales will be in a form
satisfactory to the City Manager or his designee, showing the amount of gross
sales for the month being reported and the amount of year-to-date gross sales
for the lease year. The term "gross sales" as used in this paragraph means
the entire amount of actual sales receipts, whether for cash or otherwise, for
all sales conducted in, on or from the premises. No deduction shall be
allowed for uncollected or uncollectible credit accounts. Such term shall not
include, however, any sums collected and paid out for any sales or excise tax
imposed by an governmental authority wherein Lessee is regarded as the
collecting agent.
b. Any amount due from Lessee to Lessor under this lease which is
not paid before the day the payment becomes delinquent shall bear interest at
the rate of fourteen (14%) percent per anum from date due until paid, plus a
late charge of Ten Dollars ($10.00) to cover Lessor's expenses in collecting
,such delinquency.
c. In addition to the first month's rent of $2,100.00, which is due
and payable on the first day of the lease, the Lessee shall pay $2,100.00 in
advance as a deposit to secure the faithful performance of the Lessee's
obligations hereunder. The Lessor may deduct from the deposit any amount
which might become due from the Lessee to the Lessor for damage to the
premises or for any reason or cause whatsoever except rent. At the end of the
term of this lease, the deposit amount or the balance thereof, if any, shall
be credited to Lessee's last monthly rental payment.
3. The demised premises shall be used only for the purpose of conducting
therein the business of retail sales, limited to the sale of gift items,
specialties, beach clothing and toys.
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4. The Lessee hereby covenants and agrees to make no unlawful, improper,
or offensive use of the leased premises. Lessee further covenants and agrees
not to assign, mortgage, pledge, hypothecate or sublet this lease or any of
its right herein in whole or in part without the prior written consent of
Lessor. The consent of Lessor to any assignment, mortgaging, pledging,
hypothecating or subletting shall not constitute a waiver of the necessity for
such consent to any subsequent assignment, mortgage, pledging, hypothecating
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or subletting. This paragraph shall be construed to include a prohibition
against any assignment of subletting by operation of law. If this lease is
assigned, or if the premises or any part thereof are sublet or occupied by
anybody other than Lessee, Lessor may collect rent from the assignee, sub-
tenant or occupant, and apply the net amount collected to the rent herein
required, but no such occupancy or collection shall be deemed a waiver of this
covenant, or the acceptance of the assignee, sub-tenant or occupant as tenant,
or a release of Lessee from the further performance by Lessee of covenants on
the part of Lessee herein contained. If at any time during the term of this
lease, any part or all of the corporate ahares of Lessee shall be transferred
by sale, assignment, bequest, inheritance, operation of law or other
disposition so as to result in a change in the present effective voting
control of Lessee by the person, persons or entity which presently is the
ultimate owner of a majority of such corporate shares on the, date of this
leases, Lessee shall promptly notify Lessor in writing of such chango. If the
new owner is a private or public corporation, Lessor shall promptly advise
Lessee if it has any objections thereto and the reasons therefor. Lessee
shall have thirty (30) days from receipt of said objections within which to
try to convince Lessor of the unreasonableness of its objections, failing
which Lessor may terminate this lease any time after such change in control by
giving Lessee ninety (90) days prior written notice of such termination, such
notice to be provided within thirty (30) days following the time period
provided to Lessee. Lessee shall not permit any business to be operated in or
from the premises by any concessionaire or Licensee.
5. Lessee agrees that it will promptly pay all ad valorem real property
taxes and personal property taxes that may be assessed and filed against the
demised property during the term of this lease. Lessee further agrees that it
will pay any state sales tax due on the rental payment made by the Lessee to
the Lessor and that it will pay all other taxes and fees, including, but not
limited to, occupational license, beverage license, and permits relating the
operation of the business conducted on the demised premises, which are
required by law. Nothing herein shall obligate Lessee to payor to reimburse
Lessor for the payment of assessments for permanent improvements, including
but not limited to sidewalks, sewers, and streets, that would benefit the
demised premises.
6. The Lessee hereby covenants and agrees to pay all bills for
electrical service to the premises when due, which service shall be provided
either at actual City cost or, if the premises are separately metered by
Florida Power corporation, in accordance with the company's rates and billing.
At no expense to the Lessee, the Lessor agrees to furnish a refuse disposal
location and a refuse disposal container located outside the demised premises
for the use of the Lessee.
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1. The Lessee further covenants and agrees to operate the bU8iness
authorized to be conducted on the premises during the entire year of each year
during the term of this lease, except for any period of time involved in
natural disasters, includlng governmental orders or requirements such as
evacuation for hurricane preparations, and any time necGssary to repair or
replace any damage caused to the demised premises by as natural disaster.
The Lessee assumes full responsibility for and covenants and agrees
to save harmless and indemnify the Lessor from any and all liability for
8.
damage to property and injury to persons resulting from or in connection with
the Lessee's use and occupancy of the demised premises under this lease. In
addition, during the term of the lease, Lessee shall at Lessee's expanse
obtain and maintain insurance coverage conforming to the requirements in
Exhibit "B" attached hereto.
9. If at any time during the term of this lease, the building or
premises or any part, system or component hereof (hereinafter, the "demised
premises") shall be damaged or destroyed to the extent that the Lessee cannot
operate the business authorized to be conducted thereon, and the Lessor
determines that said demised premises can be restored by making appropriate
repairs, the monthly rent as provided for in paragraph 2a above shall abate
until the demised premises have been restored or until commencement of
business by the Lessee, whichever is sooner.
If the demised premises shall be totally destroyed or so damaged as to
render it practically useless during the term of this lease, then and in that
event, the Lessee or Lessor may terminate this lease as of the date of such
damage or upon thirty (30) days written notice to the other party to this
lease.
In the event of damage or destruction as enumerated above, and except as
otherwise specifically provided under this agreement, both parties waive any
and all rights of recovery against the other party for any direct or indirect
loss occurring to the demised premises or as a result of damage or destruction
of the demised premises.
In the case of demolition and reconstruction of the Marina or major
renovation by construction, the Lessee shall be given the first opportunity to
bid for similar space, provided that space for Lessee's type of business is
allocated therein.
10. Except as otherwise provided herein , upon the happening of anyone
or more of the following events ("Events of Default") I
a. Lessee's default in the payment of any rental or other sums due
for a period of five (5) days after the due datel
b. Lessee's continued default with respect to any other covenant of
this lease for a period of fifteen (15) days after receipt of written notice.
of such default by Lessee from Lessor, provided that if such default
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reasonably requires more than fifteen (15) days to cure, there Bhall be no
Bvent or Default if Lessee has commenced curative action with the fifteen (15)
day period and diligently prosecutes such action to completion,
c. There shall be filed by or against Lessee in any court pur.uant
to any statute either of the United states or of any state, a petition in
bankruptcy or insolvency or for reorganization or arrangement, or for the
appointment of a receiver or trustee of all or a portion of Lessee'B property,
or if Lessee makes an assignment for the benefit of creditors or if there is
an aosignment by operation of law, or if Lessee makes application to Lessee'.
creditors to settle or compound or extend the time for payment of Lessee's
obligations, or if execution,' seizure or attachment shall be levied upon any
of Lessee's, property or the premises are taken or occupied or attempted to be
taken or occupied by someone other than Lessee, however, in the event of
execution, seizure or attachment, Lessee may post a bond satisfactory to
Lessor which bond shall stay the default resulting from any execution, levy,
seizure or attachment for a period of 120 days. Failure to remove the levy,
seizure or attachment within the 120 day period shall constitute an Event or
Default, and the bond posted shall be forfeited; or
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d. Lessee's vacating or abandoning the premises; then Lessor, at its
option, may exercise anyone or more of the following remedies which shall be
cumUlative,
(1) Terminate Lessee's right to possession under this lease
and re-enter and take possession of the premises, and relet or attempt to
relet the premises on behalf of Lessee; however, such reletting or attempt to
relet shall only involve a prospective tenant capable of providing comparable
or better type service, at such rent and under such terms and conditions as
Lessor may deem best under the circumstances for the purpose of reducing
Lessee's liability, and Lessor shall not be deemed to have thereby accepted a
surrender of the premises, and Lessee shall remain liable for all rents and
additional rents due under this lease and for all damages suffered by Lessor
because of Lessee's breach of any of the covenants of this lease. Said
damages shall include, but not be limited to, charges for removal and storage
of Lessee's property, remodeling and repairs, leasing, commissions and legal
fees. In addition to its remedies hereunder, Lessor may accelerate all fixed
rentals due under this lease, in which event the Lessee shall be liable for
all past due rent, accelerated rent and damages as described above; however,
with respect to the accelerated rent, Lessor shall receive only the present
value of such accelerated rent. At any time during repossession and reletting
pursuant to this subsection, Lessor may by delivering written notice to
Lessee, elect to exercise its option under the following subparagraph to
accept a surrender of the premises, terminate and cancel this lease, and
retake possession and occupancy of the premise on behalf of Lessor.
5
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(2) Declare this lease to be terminated, whereupon the term
hereby granted and all righte, title and interest of Lessee in the premises
shall end and Lessor may re-enter upon and take possession of the premi8es.
Such termination shall be without prejudice to Lessor's right to collect from
Lessee any rental or additional rental which has accrued prior to such
termination together with all damages, including, but not limited to, the
damages specified in subparagraph (1) of this paragraph which are suffered by
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Lessor because of Lessee's breach uf any covenant under this lease.
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(3) Exercise any and all rights and privileges that Lessor may
have under the laws of the state of Florid~ and the United States of America.
The Lessee hereby agrees to perform certain improvements to the
exterior of the demised'premises. These improvements shall include removal
11.
a.
and replacement of the rusted air conditioner casing located on the north side
of the demised premises within 90 days.
at the expense of the Lessee.
b. The Lessee hereby covenants and agrees to keep and maintain the
These improvements shall be performed
premises and fixtures located herein in good condition and repair during the
term of this lease and any extension hereof, and to return the premises to the
Lessor upon the expiration of the term hereof in as good condition as they now
are, ordinary wear and tear and damage by the elements only excepted. No
alteration or improvements may be made to the premises without the written
consent of the Lessor. Any and all fixtures attached to the premises shall
revert absolutely and become the property of the Lessor upon the expiration of
the term hereof1 provided, however, that the Lessor at its option may require
the Lessee to remove all fixtures, partitions, racks, shelves or other
improvements from the premises upon the expiration of the term of the lease at
the cost of the Lessee. Any damage to the premises occasioned by said removal
shall be repaired at the LeSsee's expense.
12. The Lessee, at its own cost, may place only window, wall or canopy
signs on the demised premises, provided said signs are approved as to color,
style and letter size by the Harbormaster of the Lessor, and additionally
conform to the sign ordinance of Lessor presently in force or as may be
amended from time to time during the term of the lease regarding signs. No
other signs shall be placed or maintained by the Lessee. Any nonconforming
sign now on the premises shall be brought lnto compliance by October 13, 1992,
or shall be removed.
The Lessee shall, upon expiration or termination of the
lease, completely remove any and all signs that have been placed on the leased
premises by the Lessee.
13. If at any time during the term of the lease the Lessee is authorized
to make improvements to the demised premises, Lessee agrees in such event to
indemnify and save harmless the Lessor as followsr
a. For any mechanic's lien which may be asserted as a claim against
6
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the lea.ed property, and
b. For the faithful performance of the covenants contained in
paragraph 11 above, and
c. To obtain from the contractor a good and sufficient performance
and payment bond oigned by a reputable insurance company doing bus in... in
Florida, which bond shall be in an amount equal to one hundred (100'> perc.n~
of the co.t of construction of the contemplated improvements to tho demised
premisee, guaranteeing that the improvements will be completed and that
8ubcontractors, laborers and materialmen will be paid in accordance with the
contract for the improvements,
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14. In the event of the acquisition of this property or any portion
thereof by exercise of proper authority, by any governmental agency other than
Lessor, whether by eminent domain or otherwise, it is understood and agreed
that notification of the institution of such action shall be promptly given
Lessee, so the Lessee may intervene in such action as a party. The award of
compensation shall be apportioned by, the parties in accordance with the
Florida law of eminent domain. Rents shall abate in proportion to the extent
of interference with or discontinuance of Lessee's business, provided,
however, in such event the Lessor may, at its sole discretion, terminate this
lease under the provisions of paragraph 1 above by making the payment to the
Lessee as provided therein.
15. Lessor covenants and agrees that upon payment by Lessee of the rents
herein provided, and upon observance and performance by Lessee of all the
covenants, terms and conditions required of the Lessee by the lease, Lessee
shall peaceably and quietly hold and enjoy the leased premises for the term of
the lease without hinderance or interruption by Lessor.
16. Notices hereunder shall be given only by registered or certified
mail, and shall be deemed given when the letter is deposited in the mail,
postage and other charges prepaid, addressed to the party for whom intended at
such party's address first herein specified or to such other address as may be
substituted therefor by proper notice hereunder.
directed in care of its Law Department at the above-cited address.
Lessor's notices shall be
17. Lessee also retains the right to terminate this lease, for any
reason, upon ninety (90) days written notice to lessor.
18. As required by Section 404.056(8), Florida statutes, the Lessee shall
take notice of the following:
RADON GASt Radon is a naturally occurring radioactive gas that, when it
has accumulated in a building in sufficient quantities, may present
health risks to persons who are exposed to it over time. Levels of
radon that exceed federal and state guidelines have been found in
buildings in Florida. Additional information regarding radon and radon
testing may be obtained from your county public health unit.
19. This lease agreement constitutes the entire contract between Lessor
and Lessee concerning the leasing of the premises and consideration thereof.
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1M MITHBSS WHEREOF, the parties hereto have set their hands and seals
this
day of
, 1991.
countersigned I
City of Clearwater, Florlda
Rita Garvey
Mayor-Commissioner
BYI
Michael J. Wright
City Manager
Approved as to form and correctness I
Attest I
M. A. Galbraith, Jr.
City Attorney
Cynthia E. Goudeau
City Clerk
Witnesses as to LeBseel
BYI
Roy M. carpenter
Mary Kay Carpenter
d/b/a Marina Gifts and Souvenlrs
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Exhibit "A"
LEGAL DESCRIPTION
Room/s 5 and 9, Clearwater Marina Building, located on Lots 11 and 12 of City
Park Subdivision, according to the map or plat thereof 8S recorded in Plat
Book 23, page 37 of the public records of pinellas County, Florida.
Exhibit liB"
INSURANCE REQUIREMENTS
1. Liabilitv Insurance. Lessee shall maintain
a. Comprehensive General Liability insurance to include premises/operator
liability and electrical liability in an amount not less than $300,000
combined single limit Bodily Injury Liability and Property Damage
Liability.
b. Comprehensive Plate Glass Insurance on a replacement cost basis covering
loss or damage by any means, except by fire, or war, whether declared or
not, to the plate glass window in the demised premiBes.
c. Worker's Compensation Insurance applicable to its employees for
statutory coverage limits in compliance with Florida laws.
2. Additional Insurance. The City is to be specifically included as an
additional insured on all liability coverage described above.
3. Notice of Cancellation or Restriction - All policies of insurance must
be endorsed to provide the City with thirty (30) days notice of
cancellation or restriction.
4. Certified Copies of Policies. The Lessee shall provide the Lessor
(City's Risk Management Office) with certified copies of all policies as
required above before occupancy of the demised premises, and from
time to time as the policies may be renewed, revised or obtained from
other insurers.
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CLEARWATER CITY COMMISSION .JJ ~ -t 0
Agenda Cover Memorandum '^~ M~;~:: ~
Subject:
Marina Restaurant
Lease Agreement
Recommendation/Motion:
Approve the lease agreement to Edward M. Metallo and Ursula M. Metallo,
Marina Restaurant, for a five (5) year periorl, 10/1/91-9/30/96, for
of $78,000, plus 10% of the annual gross sales revenues exceeding $144,000.
d/b/a
the total sum
{[] and that the appropriate officials be authorized to execute same.
BACKGROUND:
Mr. and Mrs.
1990. Their
They have made
Metallo have operated
lease agreement with
improvements to the
the Marina Restaurant since
the city expires on september
restaurant during the past
April 10,
30, 1991.
year.
Under the terms of the lease agreement, the lessee will pay $15,600 per year
month, plus 10% of the annual gross revenues
(5) year period. The lessee will be allowed to
items such as tee shirts.
at the rate of $1,300 per
exceeding $144,000 for a five
sell cigarettes and promotional
The current lessees have been good tenants of the marina and are recommended
for continuation by city staff.
Costs:
N/A
Total
Commission Action:
~pproVed
o Approved w/conditions
o Denied
o Continued to:
Reviewed
Legal
Budget
Purchasing
Risk Mgmt.
DIS
ACM
Other
Marine
Un, Dept.:
NA
Advertlud: N / A
Date:
Paper:
o Not required
Affected parties
o Notified
o Not required
Current FY
Funding Source:
o Capt. Imp.
o Operating
o Other
Attachments:
1. Mr.& Mrs. Metallo letter
2. Lease Agreement
Appropriation Code:
o None
.:.-,.;.u.-.,.,.,....;.
.~.,
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From:
Edward
Marina
& Ursula Metallo
Restaurant
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To:
City Commission
Mr. William
&
Held
June
11 ,
91
Re:
Lease
Agreement
HABOR MASTER
Requesting
Oct.1 st. 1991
WILLIAM HELD
renewal of lease
for
five
(5 )
years,
to
Sept. 31st.
1996,
as
per
our
June
starting
1991
6,
meeting.
1 . )
Page
1 ,
delete
Colony
from
Colony
Marina
Restaurant.
2.) Page 3, paragraph 3, to include Dinners and Cigarettes.
'\
3.) Page 7, delete entire paragraph 11 a. "
4. ) A paragraph to include promotional items such as T-shirts.
5. ) 10% increase in rent.
Again, we Thank-you and appreciate your time.
Sincerely,
Edward & Ursula Metallo
~.
,
. .. ,'.'
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';:~.. " .:.. .:. ',: i/.....:..
LEASB AGRBBNINT
THIS LEASE AGREEMENT, made and entered into this
day of
, 1991, by and betwe~n the CITY OF CLBARWATER, PLORIDA, .
municipal corporation, hereinafter referred to as "Lessor", and BDWARD M.
METALLO and URSULA M. METALLO, d/b/a Marina Restaurant, 25 Causeway Boulevard,
Clearwater, Florida 34630, hereinafter referrod to as "Lessee."
"'I~HBSSB~B.
That in consideration of the covenants herein contained of ~he granting
of this lease and the sums paid and to be paid hereunder, the Lessor hereby
leases to the Lessee and the Lessee hereby leases from ~he Leesor according ~o
the terms, conditions and covenants herein contained the following described
premises in the City of Clearwater, Pinellas County, Florida, ~o wit.
See attached Exhibit "A."
THE PARTIES HERETO HEREBY COVENANT AND AGREE AS FOLLOWS.
1. The term of this lease shall be for five (5) years beginning October
1, 1991, and ending September 30, 1996. The Lessor retains the right to
terminate this lease for any municipal need consistent with the Lessor's
charter, and, in addition, Lessor may terminate this lease if ~he sta~e of
Florida or any of its agencies or political subdivisions thereof acquire the
demised property or any portion thereof for a public purpose. This right of
termination is in addition to the right of termination set out in paragraph 14
of this Agreement. However, should the Lessor terminate this agreement for
any reason, the Lessor will reimburse the Lessee for its unamortized real
property improvements to the site, provided thata
a. site improvements are permanent and cannot be moved economically
to another site,
b. in the event that additional improvements are made to the
demised premises with the written consent of the Lessor during the term of
this lease, the unamortized cost of such improvements, as depreciated, shall
be reimbursable. The unamortized cost of any such improvements shall be
certified by an independent Certified Public Accountant, and
c. the claim for reimbureement shall be supported by independent
audited financial statements prepared by a Certified Public Accountant, which
shall attest to the fairness of the original investment values and subsequen~
amortization expenses.
2. The Lessee hereby covenants and agrees to pay rental thereof as
follows.
a. To pay the total sum of $78,000.00 for ~he 60 month te~ of this
lease, which shall be paid in equal monthly payments of $1,300.00. Bach
monthly payment shall be due and payable on the first day of the month, and
1
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MR~
Re.VISed f' ~ + '3
shall be delinquent if not paid on or before the fifth day of the month. In
addition to the monthly rental, the Lessee ehali, at the end of each leas.
year, pay an additional amount equal to ten (10) percent of yearly gros. eal..
exceeding $144,000.00 throughout the term of this lease. This payment will be
made along with the Lessee's payment of the monthly rental for the first month
of each lease year beginning with the second lease year. The Lessee will
provide the Lessor within 15 days after the end of each month during the term
of this lease a statement showing the amount of gros. sales during that month.
The statement used by the Lessee to report such sales will be in a form
satisfactory to the City Manager or his designee, showing the amount of groe.
sales for the month being reported and the amount of year-to-date groBs sales
for the lease year. The term "gross sales" as used in this paragraph means
the entire amount of actual sales receipts, whether for cash or otherwise, for
all sales conducted in, on or from the premises. No deduction shall be
allowed for uncollected or uncollectible credit accounts. Such term shall not
incLUde, however, any sums ,collected and paid out for any sales or excise tax
imposed by an governmental authority wherein Lessee is regarded as the
collecting agent.
b. Any amount due from Lessee to Lessor under this lease which is
not paid before the day the payment becomes delinquent shall bear interest at
the rate of fourteen (14%) percent per anum from date due until paid, plus a
late charge of Ten Dollars ($10.00) to cover Lessor's expenses in collecting
such delinquency.
c. In addition to the first month's rent of $1,300.00, which is due
and payable on the first day of the lease, the Lessee shall pay $1,300.00 in
advance as a deposit to secure the faithful performance of the Lessee's
obligations hereunder. The Lessor may deduct from the deposit any amount
which might become due from the Lessee to the Lessor for damage to the
premises or for any reason or cause whatsoever except rent. At the end of the
term of this lease, the deposit amount or the balance thereof, if any, shall
be credited to Lessee's last monthly rental payment.
3. The demised premises shall be used only for the purpose of conducting
therein the business of a restaurant, and as a part of the consideration for
this lease Lessee covenants and agrees that it will maintain therein and keep
open to the public said restaurant at least twelve (12) hours each and every
day, seven days per week, except as hereinafter provided, and Lessee further
agrees that should the demands of the public justify it, to change said hours
of opening to meet such demands upon written request from the Lessor. The
demised premises shall not be used for any other purpose during the te~
2
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.
,
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.
I
hereof except as a restaurant, including beer and wine .al.8 for on premi...
consumption only. In addition, the Lessee ahall be allowed to ..11 civarette.
and promotional items such as tee shirta.
4. The Lessee hereby covenants ~nd agreeD to make no unlawful, improper,
or offensive use of the leased premises. ~~Bsee further covenant. and avre..
not to assign, mortgage, pledge, hypothecate or sublet this leas8 or any of
its right herein in whole or in part without the prior written consent of
Lessor. The consent of Lessor to any assignment, mortgaging, pledging,
hypothecating or subletting shall not constitute a waiver of the necessity for
such consent to any subsequent assignment, mortgage, pledging, hypothecating
or subletting. This paragraph shall be construed to include a prohibition
against any assignment of subletting by operation of law. If this lease is
assigned, or if the premises or any part thereof are sublet or occupied by
anybody other than Lessee, Lessor may collect rent from the assignee, 8ub-
tenant or occupant, and apply the net amount collected to the rent herein
required, but no such occupancy or collection shall be deemed a waiver of thi8
, ,.......,.c...~~.?! . ~'.." '". .....> 0"
-
I
covenant, or the acceptance of the assignee, sub-tenant or occupant as tenant,
or a release of Lessee from the further performance by Lessee of covenants on
the part of Lessee herein contained. If at any time during the term of this
lease, any part or all of the corporate shares of Lessee shall be transferred
by sale, assignment, bequest, inheritance, operation of law or other
disposition so as to result in a change in the present effective voting
control of Lessee by the person, persons or entity which presently is the
ultimate owner of a majority of such corporate shares on the date of this
leases, Lessee shall promptly notify Lessor in writing of such change. If the
new owner is a private or public corporation, Lessor shall promptly advise
Lessee if it has any objections thereto and the reasons therefor. Lessee
shall have thirty (30) days from receipt of said objections within which to
try to convince Lessor of the unreasonableness of its objections, failing
which Lessor may terminate this lease any time after such change in control by
giving Lessee ninety (90) days prior written notice of such termination, such
notice to be provided within thirty (30) days fOllowing the time period
provided to Lessee. Lessee shall not permit any business to be operated in or
from the premises by any concessionaire or Licensee.
5. Lessee agrees that it will promptly pay all ad valorem real property
taxes and personal property taxes that may be assessed and filed against the
demised property during the term of this lease. Lessee further agrees that it
will pay any state sales tax due on the rental payment made by the Lessee to
the Lessor and that it will pay all other taxes and fees, including, but not
limited to, occupational license, beverage license, and permits relating the
operation of the business conducted on the demised premises, which are
3
_._'..';;,";p.'J~:,...,..._.....,
i::;1)1!~~~~f:::)l::~e;'~"~'~~~!~r;~~<"s:':~ '\:-t"; ~f't::';:;;\!F\'~fi~ll;j;,~;:,:~:";'~~~;\,;;~;:;; ':e,i~r:~0{:!;fF;: ;;r:~' ,; r:~~,~~y.'??~'\~1.~:\!'f~?1t1~(;j(~;,:; "
required by law. Nothing herein shall obligate Le.see ~o payor to reimbur.e
Lessor for the payment of assessmonts for permanent improvements, including
but not limited to sidewalks, sewers, and street., ~hat would ben.fi~ the
demi.ed premises.
6. The Lessee hereby covenant. and agree. ~o pay all bill. for
electrical service ~o the premises when due, which service shall be provided
either a~ ac~ual Ci~y cost or, if the premises are separately met.red by
Florida Power Corporation, in accordance with the company's rate. and billing.
A~ no expense to the LesBee, the Lessor agrees to furnish a refuse disposal
location and a refuse disposal container located outside the demised premi...
for the use of the Lessee.
7. The Lessee further covenants and agrees to operate the business
authorized to be conducted on the premises during the entire year of each year
during the term of this lease, except for any period of time involved in
natural disasters, including governmental orders or requirements such as
evacuation for hurricane preparations, and any time necessary to repair or
replace any damage caused to the demised premises by as natural disaster.
8. The Lessee assumes full responsibility for and covenants and agrees
to save harmless and indemnify the Lessor from any and all liabili~y for
damage to property and injury to persons resulting from or in connection with
the Lessee's use and occupancy of the demised premises under this lease. In
addition, during the term of the lease, Lessee shall at Lessee's expense
obtain and maintain insurance coverage conforming to the requirements in
Exhibit "B" attached hereto.
9. If at any time during the term of this lease, the building or
premises or any part, system or component hereof (hereinafter, the "demised
premises") shall be damaged or destroyed to the extent that the Lessee cannot
operate the business authorized to be conducted thereon, and the Lessor
determines that said demised premises can be restored by making appropriate
repairs, the monthly rent as provided for in paragraph 2a above shall abate
until the demised premises have been restored or until commencement of
business by the Lessee, whichever is sooner.
If the demised premises shall be totally destroyed or so damaged as to
render it practically useless during the term of this lease, then and in that
event, the Lessee or Lessor may terminate this lease as of the date of such
damage or upon thirty (30) days written notice to the other party to this
lease.
In the event of damage or destruction as enumerated above, and except as
otherwise specifically provided under this agreement, both parties waive any
and all rights of recovery against the other party for any direct or indirect
loss occurring to the demised premises or as a result of damage or destruction
of the demised premises.
4
"....~~::-...1i. .
~~..:
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; " '1._ ,.'. ....",.p. ~J~'..., ~":<.''';'4",,~~ ~'v{.,;.; ~
.{!f.~fJ..~~~":~#~f;~~r?~~,~'.:~'fi~:~!".?it~J1!~('t:~0:W~T~_..~ft~,;: ':I'~~' )Ii, ,I"~. ;...,,~.
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" '
In the caee of demolition and reconstruction of the Marina or major
renovation by construction, the Lessee shall be ;iven the first opportunity to
bid for similar space, provided that space for Lessee's type of busine.. is
allocated therein.
10. Except as otherwise provided herein , upon the happenin; of any on.
or more of the followi~g events ("Events of Default").
a. Lessee's default in the payment of any rental or other sums due
for a period of five (5) days after the due date,
b. Lessee's continued default with respect to any other covenant of
this lease for a period of fifteen (15) days after receipt of written notice.
of such default by Lessee from Lessor, provided that if such default
reasonably requires more than fifteen (15) days to cure, there shall be no
Event or Default if Lessee has commenced curative action with the fifteen (15)
day period and diligently prosecutes such action to completion,
c. There shall be filed by or against Lessee in any coart pursuant
to any statute either of the United states or of any state, a petition in
bankruptcy or insolvency or for reorganization or arrangement, or for the
appointment of a receiver or trustee of all or a portion of Lessee's property,
or if Lessee makes an assignment for the bsnefit of creditors or if there is
an assignment by operation of law, or if Lessee makes application to Lessee'o
creditors to settle or compound or extend the time for payment of Lessee's
obligations, or if execution, seizure or attachment shall be levied upon any
of Lessee'sl property or the premises are taken or occupied or at~empted to be
taken or occupied by someone other than Lessee, however, in the event of
execution, seizure or attachment, Lessee may post a bond satisfactory to
Lessor which bond shall stay the default resulting from any execution, levy,
seizure or attachmen~ for a period of 120 days. Failure to remove the levy,
seizure or at~achment within the 120 day period shall constitute an Event or
Default, and ~he bond posted shall be forfeited; or
d. Lessee's vacating or abandoning the premises; then Lessor, at its
option, may exercise anyone or more of the following remedies which shall be
cumulative,
(1) Terminate Lessee's right ~o possession under this lease
and re-enter and take possession of the premises, and relet or at~empt to
relet the premises on behalf of L~ssee; however, such reletting or attempt to
relet shall only involve a prospective tenant capable of providing comparable
or better type service, at such rent and under such terms and condi~ions as
Lessor may deem best under the circumstances for the purpose of reducing
Lessee's liability, and Lessor shall not be deemed to have thereby accepted a
surrender of ~he premises, and Lessee shall remain liable for all rents and
additional rents due under this lease and for all damages suffered by LesBor
because of Lessee's breach of any of the covenants of this lease. Said
5
,.
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j~f~rr:r~~~i:~11~\:~'~~:,~'~:1~:(1;t';~I'~;.";'!<?r";':~C~~:~9?fl:~r;'~'..\~i~'f~~J~;~rm~ii;;1~f::1~~~Jt~#0 "!~fW
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. ~ ~t!.t~~."; i' .):.~~1~~:(:.:.'~""~;.~1\(ltff!.\i~~.'
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damages shall inolude, but not be limited to, charges for removal and 8tora9.
of Lessee's property, remodeling and repairs, leasing, commis.ion. and 189&1
fees. In addition to its remedies hereunder, Le..or may aco.lerat. all fixed
rentals due under this lease, in whioh event the Less.e .hall be liable for
all past dus rent, accelerated rent and damages as described above, however,
with respect to the accelerated rent, Lessor shall receive only the pre.ent
value of such accelerated rent. At any time during repossession and relettin9
pursuant to this subsection, Lessor may by delivering written notice to
Lessee, elect to exercise its option under the following subparagraph to
accept a surrender of the premises, terminate and cancel this leas., and
retake possession and occupancy of the premise on behalf of Lessor.
(2) Declare this lease to be terminated, whereupon the term
hereby granted and all rights, title and interest of Lessee in the premi...
shall end and Lessor may re-enter upon and take possession of the premises.
Such termination shall be without prejudice to Lessor's right to collect from
Lessee any rental or additional rental which has accrued prior to such
termination together with all damages, including, but not limited to, the
damages specified in subparagraph (1) of this paragraph which are suffered by
Lessor because of Lessee's breach of any covenant under this lease.
(3) Exercise any and all rights and privileges that Lessor may
have under the laws of the state of Florida and the United states of America.
11. a. The Loosee hereby a~reas to parfarm sertain imprevemen~s ~e ~he
e<<terier ef ~he demised prcMiscs. TheBe iMpre7em~ft~S shall inelude reMeval
aAd replaeomont af ~ho rustod air eondi~ioAer easing leeated en the Berth Kide
.
ef ~he deMised premisee wi~hift 90 daye. Theee iMpre~eMCftts shall ~e perfe~ed
a\l ~hc oupense af the Laesae-.-
b. The Lessee hereby covenants and agrees to keep and maintain tho
premises and fixtures located herein in good condition and repair during the
term of this lease and any extension hereof, and to return the premises to the
Lessor upon the expiration of the term hereof in as good condition as they now
are, ordinary wear and tear and damage by the elements only excepted. No
alteration or improvements may be made to the premises without the written
consent of the Lessor. Any and all fixtures attached to the premises shall
revert absolutely and become the property of the Lessor upon the expiration of
the term hereof; provided, however; that the Lessor at its option may require
the Lessee to remove all fixtures, partitions, racks, shelves or other
improvements from the premises upon the expiration of the term of the lease at
the cost of the 'Lessee. Any damage to the premises occasioned by said removal
shall be repaired at the Lessee's expense.
12. The Lessee, at its ,own cost, may place only window, wall or canopy
.igns on,th. demised premises, provided said signs are approved as to color,
.~yle and letter size by the Harbormaster of the Lessor, and additionally
6
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~~~~'~<'4'J.-~",p.~a'+.:t:~.:..;~tt~f;e;'~.4'~~'~~:'~;\"?1i~'~;:: li.;,Q~tr..f~.:.:-/l~~w:..~.f11i:~~~.;f"!h~~~~.t'~ \',.!.:\:.:.;.~ri!:;-/ :);m;:"4/'#ftY.3t:...~J. :;'. .:.....~'~.\ ,'..:!:.J.t.~~f.;t~,~~~lf~r..!;:t~~:'H~?~t't}!~'~',)~~~.~~,~~~:t~~~,:I;{j't~.~, >, ~~1 ".~ );1.;~..~~", ~..jf;'l.:"!>~ ?f~~ " ~:. '~" '~'. . f.\
:;'\'}':,f!~"::\~j~f:~~!:!":>::" ,:;t,:~~7~f :," ,:"',',y """';';>~'"i:f:;.'',',:..''''i.;::i;'':,,'';''''' :',', ""'<,, "",,: ",": ~,'.g:,,<~~;?(2;::':"';':,,'}( ",;,"'./~:" ,,'.,' ',:'; :/"' " ",;;. >~;,o(
conform ~o the sign ordinance of Lessor presently in force or a. may be
amended from time to time during ~he term of the lease regarding .i9n.. No
other signe shall be placed or maintained by the Lessee. Any nonconforming
siqn now on the premises shall bo brought into compliance by October 13, 1992,
or shall be removed. The Lessee shall, upon expiration or termination of ~h.
lease, completely remove any and all signs that have been placed on the leal.d
premise. by the Lessee.
13. If at any time during the term of the lease the Lessee is au~horized
to make improvements to the demised premises, Lessee agrees in such event to
indemnify and save harmless the Lessor as followsl
a. For any mechanic's lien which may be asserted as a claim against
the leased propertYI and
b. For the faithful performance of tbe covenants contained in
paragraph 11 above, and
c. To obtain from the contractor a good and sufficient performance
and payment bond signed by a reputable insurance company doing busines. in
Florida, which bond shall be in an amount equal to one hundred (100') percen~
of ~he cost of construction of the contemplated improvements to the demised
premises, guaranteeing that tbe improvements will be completed and that
subcontractors, laborers and ma~erialmen will be paid in accordance with ~he
contract for the improvements.
14. In ~be event of the acquisition of this property or any portion
thereof by exercise of proper authority, by any governmental agency other than
Lessor, whether by eminent domain or otherwise1 it is understood and agreed
that notification of tbe institution of such action shall be promptly given
Lessee, so the Lessee may intervene in such action as a party. Tbe award of
compensation shall be apportioned by, the parties in accordance with the
Florida law of eminent domain. Rents shall abate in proportion ~o the ex~ent
of interference with or discontinuance of Lessee's business, provided,
however, in sucb event the Lessor may, at its sole discretion, terminate ~his
lease under ~he provisions of paragraph 1 above by making the payment to ~be
Lessee as provided therein.
15. Lessor covenants and agrees ~hat up~n payment by Lessee of the rents
herein provided, and upon observance and performance by Lessee of all the
covenants, te~s and conditions required of ~he Lessee by the lease, Lessee
shall peaceably and quietly hold and enjoy the leased premises for the ~erm of
the lease wi~hout hinderance or interruption by Lessor.
16. Notices hereunder shall be given only by re9is~ered or certified
mail, and shall be deemed given when ~he let~er is deposited in ~he mail,
pos~age and other charges prepaid, addressed to ~be par~y for whom intended at
such party's address first herein specified or to such other address as may be
substituted ~herefor by proper notice hereunder. Lessor's notices shall be
7
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directed in care of its Law Department at the above-cited address.
11. Lessee also retains the right to terminate this lease, for any
reason, upon ninety (90) days written notice to lessor.
18. As required by Section 404.056(8), Florida Statutes, the L..... .hall
take notic. of the following.
RADON GAS. Radon is a naturally occurring radioactive ga. that, when it
hae accumulated in a building in sufficient quantities, may pre..nt
health risks to persons who are exposed to it over time. Lev.l. of
radon that exceed federal and state guidelines have been found in
buildings in Florida. Additional information regarding radon and radon
testing may be obtained from your county public health unit.
19. This lease agreement constitutes the entire contract between Les.or
and Lessee concerning the leasing of the premises and consideration ther.of.
IN WI~SS WHBREOF, the parties hereto have set their hands and eeals
this
day of
, 1991.
countersignedt
city of Clearwater, Florida
Rita Garvey
Mayor-Commissioner
Byt
Michael J. Wright
City Manager
Approved as to form and correctneSSt
Attest.
M. A. Galbraith, Jr.
City Attorney
Cynthia E. Goudeau
City Clerk
Witnesses as to Lessee.
Byt
Edward M. Metallo
Ursula M. Metallo
d/b/a Marina Restaurant
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Bxhibit "A"
LEGAL DESCRIPTION
The lunchroom on the ground floor of the Clearwater Marina Building, located
on LOt8 11 and 12 of City Park Subdivi8ion, according to the map or plat
thereof as recorded in Plat Book 23, page 37 of the public record8 of Pinella.
County, Florida.
Exhibit "B"
INSURANCE REQUIREMENTS
1. Liabilitv Insurance. Lessee shall maintain
a. Comprehensive General Liability insurance to include premi8es/operator
liability and electrical liability in an amount not le8s than $300,000
combined single limit Bodily Injury Liability and Property Damage
Liability.
2.
b. Comprehensive Plate Glass Insurance on a replacement cost basis covering
108S or damage by any means, except by fire, or war, whether declared or
not, to the plate glass window in the demised premises~
c. Worker's Compensation Insurance applicable to its employee8 for
statutory coverage limits in compliance with Florida laws.
Additional Insurance. The city is to be specifically included as an
additional insured on all liability coverage described above.
Notice of Cancellation or Restriction - All policies of insurance must
be endorsed to provide the City with thirty (30) days notice of
cancellation or restriction.
3.
4.
Certified CODles of Policles. The Lessee shall provide the Lessor
(City's Risk Management Office) with certified copies of all policies as
required above before occupancy of the demised premises, and from
time to time as the policies may be renewed, revised or obtained from
other insurers.
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C. E. CARTER, m
EDITOR
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P. O. BOX 3025
CLEARWATER BEACH, FLORIDA 34630
PHONE (813) 446-6723
BETIY N. CARTER
BUSINESS MANAGER
July 2, 1991
Mr. William C. Held, Jr.
Harbormaster
City of Clearwater Marina
25 Causeway Blvd.
Clearwater, Florida 34630
Dear Bill:
Please find enclosed the lease form we discussed.
mention.
There are two items I'd like to
1. My wife, secretary of the corporation, is out of town so I will have her drop by to
sign the "attest" line next week.
2. Your offer to permit us to use some or all of the closet across the hall is very
generous and we probably will need to take you up on that.
Thank you again for your help and please don't hesitate to call if I need to provide
additional information.
Sincerely,
...--.....
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LEASE AGREEMENT
THIS LEASE AGREEMENT, made and entered into this
day of
, 1991, by and between the CITY OF CLEARWATER, FLORIDA, a
municipal corporation, hereinafter referred to as "Lessor", and CARTER
COMMUNICATIONS, INC., a Florida corporation, rooms 31 and 32, 25 Causeway
BoulevQrd, Clearwater, Florida 34630, hereinafter referred to as "Lessee."
W I ~ N B S S B ~ B .
That in consideration of the covenants herein contained of the granting
of this lease and the sums paid and to be paid hereunder, the Lessor hereby
leases to the Lessee and the Lessee hereby leases from the Lessor according to
the terms, conditions and covenants herein contained the following described
premises in the city of Clearwater, Pinellas County, Florida, to wit.
See attached Exhibit "A."
THE PARTIES HERETO HEREBY COVENANT AND AGREE AS FOLLOWS,
1. The term of this lease shall be for five (5) years beginning August
1, 1991, and ending July 31, 1996. The Lessor retains the right to ~erminate
this lease for any municipal need consistent with the Lessor's charterl and,
in addition, Lessor may terminate this lease if the State of Florida or any of
its agencies or political subdivisions thereof acquire the demised property or
any portion thereof for a public purpose. This right of termination is in
addition to the right of termination set out in paragraph 14 of this
Agreement. However, should the Lessor terminate this agreement for any
reason, the Lessor will reimburse the Lessee for its unamortized real property
improvements to the site, provided thata
a. site improvements are permanent and cannot be moved economically
to another sitel
b. in the event that additional improvements are made to ~he
demised premises with the written consent of the Lessor during the term of
this lease, the unamortized cost of such improvements, as depreciated, shall
be reimbursable. The unamortized cost of any such improvements shall be
certified by an independent Certified Public Accountantl and
c. the claim for reimbursement shall be supported by independent
audited financial statements prepared by a Certified Public Accountant, which
shall attest to the fairness of the original investment values and lubsequent
amortization expenses.
2. The Lessee hereby covenants and agrees to pay rental thereof as
follows.
a. To pay the total sum of $18,000.00 for the 60 month term of this
1eas8, which shall be paid in equal monthly payments of $300.00. Bach monthly
payment shall be due and payable on the first day of the month, and ehall be
1
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delinquent if not paid on or before the fifth day of the month.
b. Any amount due from Lessee to Lessor under tbis leaBe which i.
not paid before the day the payment becomes delinquent shall bear inter.at at
the rate of fourteen (14') percent per anum from date due until paid, plus a
late charge of Ten Dollars ($10.00) to cover Lessor's expenses in collecting
8uch delinquency.
o. In addition to the first month's rent of $300.00, which is due
and payable on the first day of the lease, the Lessee shall pay $300.00 in
advance as a deposit to secure the faithful performance of the Lessee's
obligations hereunder. The Lessor may deduct from the deposit any amount
whioh might become due from the Lessee to the Lessor for damage to the
premises or for any reason or cause whatsoever except rent. At the end of the
term of this lease, the deposit amount or the balance thereof, if any, shall
be oredited to Lessee's last monthly rental payment.
3. The demised premises shall be used only for the purpose of conducting
therein the business of a newspaper publisher.
4. Ths Lessee hereby covenants and agrees to make no unlawful, improper,
or offensive use of the leased premises. Lessee further covenants and agree.
not to assign, mortgage, pledge, hypothecate or sublet this lease or any of
its right herein in whole or in part without the prior written consent of
Lessor. The consent of Lessor to any assignment, mortgaging, pledging,
hypothecating or subletting shall not constitute a waiver of the necessity for
such consent to any subsequent assignment, mortgage, pledging, hypo~hecating
or subletting. This paragraph shall be construed to include a prohibition
against any assignment of subletting by operation of law. If this lease is
assigned, or if the premises or any part thereof are sublet or occupied by
anybody other than Lessee, Lessor may collect rent from the assignee, Bub-
tenant or occupant, and apply the net amount collected to the rent herein
required, but no such oocupancy or collection shall be deemed ~ waiver of ~his
covenant, or the acceptance of the assignee, sub-tenant or occupant as tenant,
or a release of Lessee from the further performance by Lessee of covenants on
the part of Lessee herein contained. If at any time during the term of this
lease, any part or all of the corporate shares of Lessee shall be transferred
by sale, assignment, bequest, inheritance, operation of law or other
disposition so as to result in a change in the present effective vo~ing
control of Lessee by the person, persons or entity which presently is the
ultimate owner of a majority of such corporate shares on the date of this
leases, Lessee shall promptly noti2y Lessor in writing of such change. If the
new owner is a private or public corporation, Lessor shall promptly advise
Lessee if it has any objections thereto and the reasons therefor. Lessee
ehall have thirty (30) days from receipt of said objections within which to
try to oonvince Lessor of the unreasonableness of its objections, failing
2
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which Lessor may terminate this lease any time after such chan;e in control by
giving Lessee ninety (90) days prior written notice of such termination, .uoh
notice to be provided within thirty (30) days fOllowing the time period
provided to Lessee. Lessee shall not permit any business to bs operated in or
from the premises by any concessionaire or Licenses.
5. Lessee agrees that it will promptly pay all ad valorem real property
taxes and personal property taxes that may be assessed and filed against the
demised property during the term of this lease. Lessee further agrees that it
will pay any state sales tax due on the rental payment made by the Lessee to
the Lessor and that it will pay all other taxes and fees, including, but not
limited to, occupational license, beverage license, and permits relating the
operation of the business conducted on the demised premises, which are
re~'ired by law. Nothing herein shall obligate Lessee to payor to reimburse
Lessor for the payment of assessments for permanent improvements, including
but not limited to sidewalks, sewers, and streets, that would benefit the
demised premises.
6. The Lessee hereby covenants and agrees to pay all bills for
electrical service to the premises when due, which service shall be provided
either at actual City cost or, if the premises are separately metered by
Florida Power Corporation, in accordance with the company's rates and billing.
At no expense to the Lessee, the Lessor agrees to furnish a refuse disposal
location and a refuse disposal container located outside the demised premises
for the use of the Lessee.
7. The Lessee further covenants and agrees to operate the business
authorized to be conducted on the premises during the entire year of each year
during the term of this lease, except for any period of time involved in
natural disasters, including governmental orders or requirements such as
evacuation for hurricane preparations, and any time necessary to repair or
replace any damage caused to the demised premises by as natural disaster.
8. The Lessee assumes full responsibility for and covenants and agrees
to save harmless and indomnify the Lessor from any and all liability for
damage to property and injury to persons resulting from or in connection with
the Lessee's use and occupancy of the demised premises under this lease. In
addition, during the term of the lease, Lessee shall at Lessee's expense
obtain and maintain insurance coverage conforming to the requirements in
Exhibit "8" attached hereto.
9. If at any time during the term of this leas9, the building or
premises or any part, system or component hereof (hereinafter, the "demised
premises") shall be damaged or destroyed to the extent that the Lessee cannot
operate the business authorized to be conducted theroon, and the Lessor
determines that said demised premises can be restored by making appropriate
repairs, the monthly rent as provided for in paragraph 2a above shall abate
3
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until the demised premises have been restored or until oomm.no.ment of
business by the Lessee, whichever is soener.
If the demised premises shall be totally destroyed or .0 damaV.d a. to
render it practically useless during the term of thi. l.a.., th.n and in that
event, the Lessee or Lessor may terminate this le... a. of the date of .uoh
damage or upon thirty (30) days written notice to the other party to thl.
lease.
In the event of damage or destruction as enumerat.d abov., and .xc.pt a.
otherwise specifically provided under this agreement, both partl.. walv. any
and all rights of recovery against the other party for any direot or indlr.ct
loss occurring to the demised premises or as a re.ult of damaQ. or d..truction
of the demised premises.
In the case of demolition and reconstruction of the Harina or major
renovation by construction, the Lessee shall b. given the fir.t opportunlty to
bid for similar space, provided that space for L..,.e', type of bu.in... 1.
allocated therein.
10. Except as otherwise provided herein , upon the happeninv ot any on.
or more of the following events ("Event' of C.fault").
a. Lessee's default in the payment of any rental or other .um. due
for a period of five (5) days after the due date,
b. Lessee's continued default with r..pect to any oth.r oov.nant of
this lease for a period of fifteen (15) day. aft.r r.o.ipt ot wrltt.n notlc..
of such default by Lessee from Le.sor, provided that if luoh d.fault
reasonably requires more than fifteen (15) day. to our., there Ihall b. no
Event or Default if LeBsee has commeno.d ourativ. action with the fift..n (15)
day period and diligently pro.ecut.. .uoh aotlon to oompl.tion,
c. There ahall be filed by or 8Qalnlt L..... in any oourt pur.uant
to any statute either of the United state. or of any .tate, a petition ln
bankruptcy or insolvency or for reorQaniEation or arranQ.ment, or for the
appointment of a receiver or tru.t.. of all or a portion of L....... property,
or if Lessee makes an &s.i9nm.nt for the b.nefit of cr.ditor. or if there i.
an assignment by operation of law, or lf L..... mak.. applioation to Lesses's
creditors to settle or compound or .xt.nd the time for paym.nt of Lessee's
obligations, or if execution, ..iEur. or attaohm.nt .hall b. l.vled upon any
of Lessee's, property or the pr.mil.' Ir. tak.n or oocupied or attempted to be
taken or occupied by lom.on. other than L.....' how.v.r, in the event of
execution, selzure or attachm.nt, L..... may pelt a bond ..ti.tactory to
Lessor which bond Ihall .tay the d.fault re.ul~in~ from any .xecutlon, levy,
seizure or attacmm.nt for a p.riod of 120 day.. Failur. to r.mov. the lev~,
seizure or attacmment within the 120 day period .hall oon.titut. an Bvent or
Def.ul~, and the bond po.t.d .hall b. forf.it.d, or
d. L....... vacatln~ or abandonino the premi..., th.n Lessor, at its
4
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option, may exerci.e anyone or more of the following remedies which ahall be
cumulative,
(1) Terminate L....... rioh~ ~o po.....lon und.r thl. 1....
and re-enter and take pol....ion of the premi..., and re1.t or attempt to
relet the pr.mi... on b.h.lf of L.....' how.v.r, .uoh rel.tting or att.mpt to
relet .hall only lnvolv. a pro.peo~lv. tenant capabl. of provldlng comparabl.
or better type ..rvico, at .uoh rent and under .uch term. and conditione a.
Les.or may d..m be.t under the oircum.tanoe. for the purpo.. of r.ducing
Lessee'. li.blll~y, and Le..or .hall not be d.emed to have th.reby acc.pted a
.ur~ender of the premi.e., .nd L..... .hall r.m.in liable for all r.nt. and
.dditional rent. due under this lea.. .nd for all damag.. .uff.red by Le..or
becau.e of L....... br.aoh of any of the cov.nant. of this 1..... 8aid
damageB .hall include, but not be lim1ted to, charoe. for removal and .torago
of Leseee's property, remodeling and repair., lea.ino, commi..ionn and legal
fees. In addition to it. remedies hereunder, Les.or m.y accelerate all fixed
rentals due under this leaee, in which event ~h. Le..ee .h.ll be liable for
all past due rent, accelerated rent and damage. a8 de.cribed above, however,
with respect to the .cceler.ted rent, Le..or .ha11 reoeive only the pre Bent
value of such accelerated rent. At any tlme during repe..eeaion and r.le~ting
pursu.nt ~o thi. .ubsection, Le..or may by d.livering written notice to
LeBsee, .lect to exercise it. option under the following .ubpar.graph to
accept a .urrender of the premi.e., terminate and cancel this lea.e, and
retake po.....ion and occup.ncy of the premi.8 on behalf of Le.sor.
(2) Declare this lea.. to be terminated, whereupon ~h. term
hereby granted .nd all right., title and intereBt of Leleee in tho premiles
Bhall end and Le..or m.y re-enter upon and take po.....ion of ~he premises.
Such termination .hall b. without prejudice to Le.sorla right to collect from
LeBsee any r.ntal or additional r.ntal which has .ccrued prior to Buch
termination together with all damao.s, including, but not limited ~o, the
damageB .pecified in .ubparagraph (1) of thi. par.graph which are Buffered by
LeBsor becau.. of Le..ee'. br.ach of any covenant under ~hiB 1eaBe.
(3) Ex.rcl.. any and all right. and privileges that LeSBor may
have under ~he law. of the Stat. of Florida and the United Sta~eD of America.
11. a. Wh. L..... h.r.~y a,w... ,. pewlerM ear.aiR lNpreveMsfttB \e ~he
.M.erier .f 'h. deMi.e~ 'reMi.... The.. 1~pre7emeftt. shall ifta18~e reme~al
aftd ..,1a.'M.A~ .f .he .~.~.. .1. BeRii,ieftew easlR, leea\ed eft ~ha R8E~h side
ef the .eml... .~eMl.e. wlthlA 99 .ay.. The.e impreV8mente ahall ~e ,erfe~e.
.~ ~h. .Mp.A'. .f 'h. L......
b. The L....Q h.reby covenant. and agrees to keep and main~ain ~he
premi... and fix~ur.g located herein in good condition and repair durlng ~he
term of this 1.... and any .x~.n.ion hereof, and to return the premiBes to ~he
Le..or upon the explration of the term hereof in aB good condition aB they now
5
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are, ordinary wear and tear and damags by the element. only exoept.d. No
alteration or improvements may be made to the premises without the writt.n
consent of the Lessor. Any and all fixtures attached to the pr.mi... gh.l1
revert absolutely and become the property of the Lessor upon the .xpir.tion of
the term hereof, provided, however, that the Lessor at it. option may r.quir.
the Lessee to remove all fixtures, partition., rack., .h.lv.. or oth.r
improvements from the premises upon the expiration of the term of the 1.... at
the cost of the Lessee. Any damage to the premises ocoa.ioned by .aid r.mov.l
shall be repaired at the Lessee's expense.
12. The Lessee, at its own cost, may place only window, w.ll or o.nopy
signs on the demised premises, provided said signe are approved .. to color,
style and letter size by the Harbormaster of the L~ssor, and .dditionally
conform to the sign ordinance of Lessor presently in fore. or .. m.y b.
amended from time to time during the term of the lea.. r.;ardin; .i;n.. No
other signs shall be placed or maintained by the Less... Any nonoonformin;
sign now on the premises shall be brought into compliance by Octob.r 13, 1992,
or shall be removed. The Lessee shall, upon expiration or termin.tion of tho
lease, completely remove any and all signs that have been plaoed on the l....d
premises by the Lessee.
13. If at any time during the term of the leas. the L..... i. authorized
to make improvements to the demised premises, Les.e. aQr... in .uoh ev.nt to
indemnify and save harmless the Lessor as followsl
a. For any mechanic's lien which may be a...rted a. a claim .Qaln.t
the leased property, and
b. For the faithful performance of the cov.nant. oont.ined in
paragraph 11 above, and
c. To obtain from the contractor a good and .uffioi.nt performance
and payment bond signed by a reputable insurance company doin; bu.ine.. in
Florida, which bond shall be in an amount equal to on. hundred (100') percent
of the cost of construction of the contemplated improvements to the demi.ed
premises, guaranteeing that the improvements will be completed and that
subcontractors, laborers and materialmen will be paid in accordanc. with the
contract for the improvements.
14. In the event of the acquisition of this property or any portion
thereof by exercise of proper authority, by any governmental aQency other than
Lessor, whether by eminent domain or otherwise, it is understood and aQreed
that notification of the institution of such action shall b. promptly ;iven
Lessee, so the Lessee may intervene in .uch aotion as a party. Th. award of
compensation shall be apportioned by, the partie. in accordano. with the
Florida law of eminent domain. R.nt. shall abate in proportion to the extent
of interf.renoe with or di.oontinuanoe of L.....'. bu.ines., provid.d,
how.ver, in .uch .v.nt the L.I.or may, at it. .01. di.or.tion, terminate this
6
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lease under the provisions of paragraph 1 above by making the payment to the
Lessee as provided therein.
15. Lessor covenants and agrees that upon payment by Le.... of the rente
herein provided, and upon observance and performance by Le.s.e of all the
covenants, terms and condition. required of the Le..ee by the l.a.e, L...ee
shall peaceably and quietly hold and enjoy the leased premi.es for the t.~ of
the lease without hinderance or interruption by Les.or.
16. Notices hereunder shall be given only by registered or certified
mail, and shall be deemed given when the letter is deposited in the mail,
postage and other charges prepaid, addressed to the party for whom intend.d at
such party's address first herein specified or to such other address as may b.
substituted therefor by proper notice hereunder. Lessor's notices shall be
directed in care of its Law Department at the above-cited address.
17. Lessee also retains the right to terminate this lease, for any
reason, upon ninety (90) days written notice to Lessor.
18. As required by Section 404.056(8), Florida statutes, the Leasee shall
take notice of the following:
RADON GAS: Radon is a naturally occurring radioactive gas that, when it
has accumulated in a building in sufficient quantities, may pro sent
health risks to persons who are exposed to it over time. Levels of
radon that exceed federal and state guidelines have been found in
buildings in Florida. Additional information regarding radon and radon
testing may be obtained from your county public health unit.
19. This lease agreement constitutes the entire contract between Lessor
and Lessee concerning the leasing of the premises and consideration thereof.
1M WITNESS WHEREOF, the parties hereto have set their hands and seals
this
day of
, 1991.
countersigned:
City of Clearwater, Florida
Rita Garvey
Mayor-Commissioner
By:
Michael J. Wright
City Manager
Approved as to form and correctness:
Attest:
M. A. Galbraith, Jr.
City Attorney
Cynthia E. Goudeau
City Clerk
Witnesses as to Lessee:
By:
President, Carter Communications Inc.
Secretary, Carter Communications Inc.
7
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Exhibit "A"
LEGAL DESCRIPTION
Room/s 31 and 32, Clearwater Marina Building, located on Lot. 11 and 12 of
City Park Subdivision, according to ~he map or plat thereof as recorded in
Plat 800k 23, page 37 of the public records of Pinellas County, Florida.
Exhibit "8"
INSURANCE REQUIREMENTS
1. Liabilitv Insurance. Lessee shall maintain
a. Comprehensive General Liability insurance to include premises/operator
liability and electrical liability in an amount not less than $300,000
combined single limit Bodily Injury Liability and Property Damage
Liability.
b. Qem,~ehensi~e Pla~e ClaBO IROyranee an a ~opla8oment 8SS~ ~asis se~e~ln,
less er dama,. ~y any meaRa, oxeopts ~y fire, ar \1a~, uhetiher desla~ed er
net, te the pla~e glass window in the demised premises.
c. Worker's Compensa~ion Insurance applicable to its employees for
statutory coverage limits in compliance with Florida laws.
2. Additional Insurance. The City is to be specifically included as an
additional insured on all liability coverage described above.
3. Notice of Cancellation or Restriction - All policies of insurance must
be endorsed to provide the City with thirty (30) days notice of
cancellation or restriction.
4. Certified Conies of Policies_ The Lessee shall provide the Lessor
(Ci~y's Risk Management Office) with certified copies of all policies as
required above before occupancy of the demieed premises, and from
time to time as the policies may be renewed, revised or obtained from
other insurers.
8
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CLEARWATER CITY COMMISSIO'bS
Agenda Cover Memorandum ~
I Item' ~ 2-
Meeting Date: 8/1 /91
of general purpose paint.
Recommendation/Motion:
Extend the contract to purchase general purpose paint
Paints, Inc., Clearwater, Florida, for the period 08-05-91 thru 08-04-92, at
cost of $13,000.00.
to Havco
an estimated
~ and that the appropriate officials be auihorized to execute same.
BACKGROUND: Ge 1 ., "1' db' De tm t
nera purpose pa1nt 1S ut1 1ze y var10US par en s
applied to the interior and/or exterior of City facilities, furniture,
in the City and is
swimming pools, etc.
This is the first renewal of the contract and includes a 4.95% price increase reflecting
the twelve month change in the Consumer Price Index (CPI). This increase was authorized
in the original bid specifications. A copy of the vendor's extension letter is attached.
Funding for this expenditure for the current fiscal year is included in the FY 1990-91
Operating Budget. Funding for FY 1991-92 has been requested in the FY 1991-92 Operating
Budget.
The General Services Director and Purchasing Manager concur with this reconmendation.
Reviewed by:
Legal N/ A
Budget X I
Purchasing ""l..
~:: M\T~A N
~h~r ~
COBtS: Est. Sl.3,a::n.m
Total
Advertl..
Date:
Paper:
XX Not required
Affected parties
o Notified
o Not required
$1,000
Current FY
Funding Source:
o Capt. Imp.
!Xl Operating
o Other
~o~ls.lon Action:
~pproved
o Approved w/conditlons
o Denied
o Continued to:
Attachment.:
Extension letter
Appropriation Code:
565-1-6531-508/590
o None
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CLEARWATER CITY COMMISSIONL t1 I
Agenda Cover Memorandum I Q It.m II
Meeting Date:
a3
8/1/91
-
Subscription Services for Library Materials
Recommendation/Motion:
estimated amount of $69,000 periodical subscriptions and
with Ebsco Subscription Services
government agency contract.
Approve a one-year contract,
in accordance with City
10/1/91-9/30/92, to purchase at an
serial sianding orders
Code Section 42.23 (4)
placed
other
[]I mnd that thl appropriate officials be authorized to execute .ame.
BACKGROUND: The City employs Ebsco Subscription Services to maintain the Library
System's 600 periodical subscriptions and 275 annual and semi-annual
reference serials. Approximately $69,000 in expenditures are anticipated
during FY 91/92.
The Service includes all interactions that normally transpire between
publisher and subscriber; i.e. orders, renewals, payments, problem solving,
and reports on subscription lapses and other changes. Ebsco Subscription
Services contacts individual publishers and negotiates the best available
prices. The City of Clearwater payments are distributed to many publishers,
eliminating the necessity for the Library and Finance Departments to process
approximately 300 additional purchase orders and associated invoices which
result from direct transactions with publishers.
Ebsco Subscription Services is included on the State of Florida
approved vendor list.
The available balance in this project is sufficient to provide funds
for this purchase. Contract is for 12 months beginning October 1, 1991.
Reviewed by:
Legal
Budget
Purchosln
Risk Mgmt. NA
DIS ~ NA
ACM .
Other
estimated
,.
Orlgln.llng Dept.:
Librar
U..,. Dept.:
Coate:
$69.000
Total
Comml..lon Action:
~proved
o Approved w/conditions
[J Dellled
o Continued to:
Advertll8d:
Date:
Paper:
[] Not required
Affected parties
o Notified
[] Not required
Current FY
Funding Source:
Dl Capt. Imp.
o Operating
o Other
Attachment.:
Appropriation Code:
315-1-3510-644-571
rilNone
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CLEARWATER CITY COMMISSION D I
Agenda Cover Memorandum r W Item II
Meeting Date:
8/1/91
Liquid Alum for Water Pollution Control
Recommendation/Motion:
Extend the current contract to purchase liquid
alum from General Chemical Co., Parsippany, NJ for the period October 1,
1991 through September 30, 1992 at the current price, $119.75 per ton with
an annual estimated cost of $140,OOI~
~ and thai the appropriate officials be authorized to execute same,
BACKGROUND: The Water Pollution Control Division (WPC) is mandated by
the United States Environmental Protection Agency (US EPA) and the Florida
Department of Environmental Regulations (FDER) to remove phosphorus ~rom its
treated wastewater at the Marshall Street Advanced Wastewater Tr'eatment
Plant. The permits require that effluent concentrations of phosphorus not
exceed a limit of one part per million. Liquid alum is used to reduce
phosphorus concentration to a point at or below this limit. Alum is one of
the most widely used and cost effective chemicals for this purpose.
This is the first annual contract extension authorized by bid
specifications. In November 1990, 15 bids were solicited. Of this total
only 1 bid was received. There were 8 no bids and 6 no responses.
for
General Chemical Corp. has agreed
the period October 1, 1991 through
to e:'~ tend
September'
the cur'rent
30, 1992.
price for
alum
Funding for this contlhact has been requested in the 1991-92 operating
budget.
Reviewed by:
Legal NA
Budget X
Purchasing
Risk Mgmt.~
DIS
ACM NA
Other NA
Orlgln8tlng Dept.:
Public Wor
Costs: 140,000
Total
Commission Action:
~pproved
o Approved w/conditions
o Denied
o Continued to:
User Dept.:
Public Works
Current FY
Funding Source:
o Capt. Imp,
~ Operating
o Other
Attachments:
Advertl~/9J . . Co
Date: fIDi ~
Paper: ll/~.."
o Not required
Affected parties
o Notified
o Not required
;7"
Appropriation Code:
421-1-1350-504/535
Letter from General Chemical
o None confirming extended price.
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~f8lppany, New Jefley 010tJ4-0393 (800) 531-8060
June 24, 1991
cit~ ot Clea~atGr
Purohasing Division
711 ~apl. St:r$O't
Clearwa~.r, PL 34616
At'ten~ionz Phil Janocha
SUBJECT I :r.tgoID ALUJlIHUM SUUJ\9 OOH'.l!RJ.C!l'
B~IE~ ORDBR MUMaBa 041348
General Cbem10al Corporation 1s plea.ad ~o extend your current
contract for Liqaid AluminUM sulfate a. follow.:
LZQUZD J\LUJI~ SULFATE
In Tank Trucks I
Tariff HJ.nim\1m
. . . .
$1.19.7!5/Hl'
(Basis 17' Ala03)
F.O.B. Dest.ination.
~en.. 'Net 30 day. from date of 8hipment.
Availabilitv: 1-2 days after receipt of o~dsr.
The above prioe is firm for the pariod Ootober 1, 1991 'through
'September 30, 1992.
We appreoiate the business you hava favored us with in the pall't.
We look fQrward 'to oontinuing to 8upply your Liquid Aluminum
S1itlt.a~e requirement:s.,
'. .
Very truly yours,
~ ."
Kenneth H. Donohue
CUstomer QUota~ion Spaciali.~
:KRD: ky
Znolosure
lSed
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01 nla EIUsttand W~
IGf:I BEzBI l66J-Bl-"Tl1'
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Gener.I Chemical Corpor.Uon
fGene'1",
Chemica
90 EaSt Halsey ROld
P.O. Box 395
Parslppany. New Jersey 07054-0393 1800) 63'-8050
"
RE:
BID ON ALUMINUM SULFATE
The current typical analysis for Liquid Aluminum Sulfate is as
follows:
, Total soluble Al203
, Free Al20]
, Total iron (as '8203)'
'.Actual1e203
% Insoluble in water
8.3
0.1
0.2
0.03
0.01
This is to certify that Aluminum Sulfate as
Chemical Corporation/Formerly 8 Part of Allied
will meet AWWA,Standard B-403-89 in every
produced by
Chemical
respect.
General
Company
~
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~ H. onohue
Customer Quotation specialist
ilt
Subscribed and sworn to before me this I~ day of
J!~
1990.
~. f) ~
Notary Public of New Jersey
~.-__ lRACI J. ABATE
NC1TARY PUBLIC OF NEW JERSEY
My eommlss1on Explr," May 1. '{'.liS
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PRODUCT SAFET'Y DATA SHEET
'.
LIQUID ALUM
L1aUID ALUM
III OM. NO.
10043.01.3 (anhydrous)
ClliNlIW. PACXlUOT OODI,
CHEMICAL NAME ANOOR SYNONYM
Aluminum SuUate. aqueous solution
FORMUlA
MOLECULAR WEIGHT
594 (approx.) for .
AI. (SO.) s,i4ft.0
48.50/. Alz (SO.) 3.14H20 In water
ADDRESSING. SfREU. CITY. STATE AND ZIP COOEI
GENERAL CHEMICAL CORPORATION
90 Easl Halsey Road
Pafslppany, N.J. 07054
CONTACT
Manager 01 Producl Safely
f'HONE NUlABER
(201) 515.1840
LAST ISSUE DATE
Fobruary. 1998
CURRENT ISSUE DATE
May. 1990
EMEROENCY PHONE NUMBER
(900) 631.8050
EYES: Flush Immediately with water. conllnulng for at leBst 15 minutes. If Irritation persists, get medlcalaltentbtl.
SKIN: Flush wllh plenty 01 waler. removing contamlnaled cblhlng.1f IrrltaUon develops. get medical allentlon,
INHALATION: Pr~mptly remove to fresh air.
INGESTION: "conscious, Immedlalely give a large quantlly 01 waler or milk. If not already vomiting, Induce vomiting
by touching finger 10 back 01 throal. Gellmmedlale madlcal asslslance.
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HEALTH
NHAlATlON
Inhalation 01 alum mlsl may Irrltale resplralory tracl.
NOESTIOH
May Irrltale gaslrolnlesllnallract Concenlraled solullons may cause burns to the dlgesllve tract.
LDISO (mouse): 980 mg(AI)/kg .. Reference (a). Recorded Human falal dolt of 30 grams. Ref. (c).
$I(N
May cause skin Irrllatlon.
EYES
May strongly irritate or burn eyes.
PliRMII'I8~1 CONCENTRATION: AI"
(lEE SECTION ...
IlOI.OOlCAL
OSHA I TWA . 2 mglcu.m. (al AI)
ACGIH I Tl V . 2 mg/cu.m. (al AI)
Non..
UNUSUAl CHRONIC TOXlClJY
Non. known.
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FIRE AND EXPLOSION
FLASH POINT 0 C
Nol flammable
o OPENCUP 0 ctOSEOCUP
UNUSUAL FIRE AAD EXPLOSION HAZARDS
See Hazardous Decomposition Products, Section G.
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TEMPERAtuRE
oC
FUlMMAlIlE LN"I .. AlA"" 8Y VOL.J
NA
LOWER - NA
UPPER. NA
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Product Is nonflammable. Use any exUngulshlng agent suitable for surrounding lire.
FIRE EXTINOU19HlNO AGENTS TO AVOID
None known.
SPECIAl. FIRE FIGHTINO PRECAUTIONS
Wear self.contalned breathing apparatus approved by NIOSH.
Use waler spray to keep containers cool. . '
VENn.ATIOO
Local exhaust H misty condition prevails. May exceed TL V wllhout visible Indication.
NORMAL HANDlING
Avoid conlact with skin, eyes, or clolhlng. Avoid breathing mlsL
STORAGE
Store Is a cool area.
~\
SPl.l OR lEAK (ALWAYS WEAR PERSONAL PROTECTIVE EOUIPMENT . SECllON E)
Dilute small spills or leaks caullously with plenly 01 water. Neulrallze any further residue wnh alkali such 89 soda ash, lime or . '.
limestone. Adequate venlllatlon Is required If soda ash or limestone Is used, because 01 the consequent release 01 carbon dioxide
gas. (See SecUon I for disposal methods.) Large spills: dike up with soda ash, I!nd neutralize and so lorth as above. .
SPECIAl: PRECAUrlONSlPROCEOURESIlABEL ~STRUCTlONS
SIGNAL WORD - WARNINGI
Where required, use a rasplrator approved by NIOSH lor misls.
Wear hard hat (or other head covering) and chemical salety goggles.
00 not wear contact lens8s.
HANDS. ARMS. AND lIODY
WeBr Impllrvlous glove!! and apron and full work clolhlng, Including shirt and trousers. boots. Completely impervious
cloth.s should be lubiUtuted If ther. Is prolonged or repeated contact. .
l)
OTHER a.on4lNCJ AND EOUPMENT
Eye-wash and qulck-ctrench shower 'acllltles.
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BID RESPONSB lORK (16-91)
'.
'.
1.
Quantity
Approx.
BSS TONS Liquid Alum
(Aluminum Sulfate)
Commodity Description
Unit
Price
Total
Price
--
Item
No.
'.
II $ 119.75 $102,386.25
(Basis 17% Al203)
Per specifications attached.
CONTRACT PERIOD. 10/01/90 - 09/30/91
'.
,
, ,
F.O.B. CLEARWATER, FL
..
Delivery. '1-2 days
after receipt of order.
,",
Payment terms I Net 30 days from date of shipment
Contact F.J. Janocha, 813/462-6660-90 with questions
regarding this bid.
BIDDER REPRESEN~ATION
I represent that this bid is submitted in compliance with all
terms, conditions and specifications of the Invitation for
Bid and that I am authorized by the owners/principals to
execute and submit this bid on behalf of the business
identified below.
General
BUSINESS NAME I Chemfca1 Corporation rIot 22-2689817
STREET ADDRESS. 90 East Halsey Rd., P.o. Box 395
CITY, STATE, ZIP CODE I Parsippany. NJ 07054-0395
PRINT/TYPE NAME OF AUTHORIZED REPI Kenneth H. Donohue
TIT~E/pOSITION OF AUTHORIZED ~E~.~;U.~om;;j~~ioD S~ialist
SIGNATURE OF AUTHORIZED RE~
eo DATE SUBMITTED. Nov. 14, 1990 TELEPHONE. 800-6.'31-8050
. .
. Price firm for period October 1, 1990-September 30. 1991.
Product Safety Data Sheet enclosed.
. .
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CLEARWATER CITY COMMISSION
Agenda Cover Memorandum
a.s
I tern tI
Pili ~ Meeti.. Dete D8/0119,
SUBJECT: Clearwater Pass Bridge - Guardrail Repair
RECOMMENDATION/MOTION: AWARD A CONTRACT FOR THE REMEDIAL REPAIRS TO THE
GUARDRAIL SYSTEM AT THE EXISTING "CLEARWATER PASS BRIDGE", CLEARWATER, FLORIDA,
TO HIGHWAY SAFETY DEVICES, SEFFNER, FLORIDA, FOR A COST OF $12,473.00 WHICH IS
THE LOWEST, MOST RESPONSIVE AND RESPONSIBLE BID SUBMITTED IN ACCORDANCE WITH
PLANS AND SPECIFICATIONS.
t
.~
~ And that the appropriate official be authorized to execute same.
BACKGROUND:
On November 14, 1990, the Kisinger Campo and Associates corporation, Tampa,
Florida, issued the bi-annual bridge inspection report which included monitorinq
and maintenance recomlnendations for the existing "Clearwater Pass Bridge"
structure (bridge no. 155508).
As a result, on March 01, 1991, during a meeting with representatives of Risinger
Campo & Associates Corporation (Ken Reinhold-Project Manager, and T.A. LoCicero,
P. E. ), it was determined that the only pressing need at that time was the
restoration and repair of the guardrail system at the forementioned bridge.
It is imperative for traffic safety to replace up to 90% of the deteriorated
quardrails, and to repair all severed quardrail posts.
The project includes three kinds of work being described as follows :
1. The removal and replacement of the existing damaged W - beams (guardrails)
2. Repair at selected guardrail connections
3. Consolidation of broken concrete guardrail posts
There is no need for permits.
The third quarter budget review will include an amendment to transfer the
$12,473.00 into Bridge Repair and Maintenance - Structural Facilities, Expense
Code #430-1-1373-468/541, from Professional Services, Expense Code #430-1-1373-
301/541.
I I
I Revi ewed by: ~iginating Dept. Costs: S12.473.00 CCllIIIIission Action
I
I ><
I Legal I ublic WorkS/En9i~e~g ( Current FY) X Approved
I
I Budget I ~ , Funding Source: Approved
I I User Dept.
I I w/conditions _____
I Purchasi I Capt. 11lll. X
I Denied
R isle Mgmt. N/A Advertised: Operating
I lpaper: PC Review
I Coot 'd to
I OIS N/A Date : 06/26/91 Other
rape" T..... Tr'bune
ACH N/A Date : 07/01/91
I Appropriation Code(s) Attachments:
I Other r;-: I Not requi red
I ,-, , 430-1-1373-468/541 Sl.IlI1Iary of Bids
.... Affected parties Tabulation of Bids
I \ notified
I I
I
I I Not requl red
I I
I
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SUMMARY FOR IFB NO.
114-91
BIDS SOLICITED
.
.
.
15
BIDS RECEIVED
6
"NO BID" RESPONSE
6
NO RESPONSE 3
SUMMARY OF NO BID
Do Not Offer Product
2
Schedule Will Not Permit
4
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BID 114-91 OPENED 08/09/91 ClWlDUlL IEPAD
BID TAll
COII'E COKSTlWCTOIlS 1IllY. sum DEVICES ROT RODGERS CONSTR. SnG , SONS, INC. TRANS. SAlETT CONTl. '1'C!f QUlNK CO., INC.
TAMPA. noUD! SEPl'NER. PLOUD! ST. PE'1'EllSBURG , FLA.. DELAND , PLORIDA TAMPA. !LORID! PAUlEl'TO. PLORIDA
DESCRIPTION gn' lJN1T ~ .Y!!!! TOTAL OO! ~ .!!!!ll TOTAL E! 'l'OT.U. m! ~
HA.TEWLS
1. Rml)VE AND l!PLA.CE 34 28Z.00 9,'88.00 181.00 6,1'4.00 141.00 4,794.00 139.00 4,726.00 200.00 6,800.00 266.74 9,069.16
EXISTING GlWUlWL
2. REPAD mSTlHG POSTS 21 32.5.00 6,82..5.00 275.00 5,77'.00 ' 507,00 10,647.00 465.00 9,765.00 300.00 6,300.00 959.1 20,141.10
3. lEPAD mSTlHG SECTIONS 8 2..50.00 Z.OOO.OO 68.00 544.00 186.00 1,488.00 100.00 800.00 75.00 600.00 376.08 3,008.64
GRAND TOT~
18,413.00
12,473.00 .
16,929.00
15,291.00
13,700.00
32,218.90
1'ERKS :
HtT 30
30 DATS
1 %/10
HtT 30
NET 30
P1lOGIESS
COHPLETlOH :
45 DAYS
30 DATS
45 DAYS
1 IlEEX
4S DAYS
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CLEARWATER CITY COMMISSION p_ _, ~ a'
Agenda Cover Memorandum \JU J Item /I
Meeting Dale: 8/1/91
Subject: Annual Contract for Purchase of Miscellaneous Brass Water Fittings
Recommendation/Motion: Award a one-year annual contract for the period of 8/2/91 to 8/1/92
for the purchase of miscellaneous brass water fittings at a total estimated cost of $39,492.50
from Hughes Supply, Inc. of Clearwater, Florida which is the most responsive and responsible
bid submitted in accordance with the specifications.
ex and that the appropriate oHicials be authorized to execute same,
BACKGROUND: The requested material will be used throughout the water distribution system
during expansion and maintenance projects. Because the material is used with regularity, an
annual contract is recommended to efficiently secure these items. The total amount of the
contract is estimated at $39,492.50 of which $8,000 is estimated to be spent in FY 90/91.
The recommended vendor submitted the second lowest bid for this material. B & H Sales
of Sarasota, Florida submitted a bid that was $294.50 lower than the recommended vendor.
However, the B & H Sales bid failed to meet specifications for delivery time. Up to fourteen
(14) days delivery was specified and their bid included up to six (6) weeks for delivery,
which is intolerable. There were two (2) bids received. Bidding was limited because the
Water Division specified "Mueller" fittings. The Water Division is standardizing to the
specified material for the following reasons - existing tapping equipment is more compatible
with specified fittings; experience with. similar fittings by other manufacturers has demons~rated
some undesirable characteristics that could make use .of those fittings more expensive in the
overall operation and maintenance of the water distribution system.
Items will be purchased, as needed, during the contract period using a Meter Shop
Inventory Code. Items will be placed in stock and charged to the appropriate Water Division
Operating or C.LP. code as it is withdrawn from the warehouse. The 1990/91 Water Division
Operatins; 13udget includes sufficient funds for this contract. The proposed FY 91/92 Operating
Budget requests sufftcient funds for next y,ear's contract purchases. '
,"
Originating Dept.:
F\.bl.ic tbrks/Infrast::tu:
Costs: $39,492.:D (est
Total
Rev,iewed by:
Legal
Budget
Purchasin
Risk Mgmt.
CIS nr
ACM n a
Other n a
Advertised:
Date: 6/)J3/91 & 7/3/91
padr~~Rev1
AHected parties
o Notified
at! Not required
$8.00) (est.)
Current FY
Funding Source:
o Capt. Imp,
o Operating
Kl Other ~tPr' ~
, Invalt:aty
Appropriation Code:
:CO~lsslon Action:
)5-Approved
o Approved wlconditions
o Denied
o Continued to:
Attachments:
Sunm1:y for Bid lb. 117-91;
Bid TabJ1aticn (Bid 117-91).
421.-1..{)1.41-170
o None
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SUMMARY FOR IFB NO.
117-91
BIDS SOLICITED
4
BIDS RECEIVED
2
.,
"NO BID" RESPONSE
1
NO RESPONSE
1
SUMMARY OF NO BID
Do Not Offer Product
1
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o
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'~~;'ll"i!.~ft:<9'*"II"tjf:1{#~(:'<f.~~1~f~;'~'''J'ir-.''7:~c!~'{'f'*~;ffW/!"!!~f!.'\',{t:);('i:;~f:\"!~'~''t ;?<1jrl\<~"",,';),~:t;~~I~~~~~~f[.~i\~\~~~~~~~'7.,'~!?t~~"ij!~,<)i!;jr.',;~~:/.~c,. ','f:l!" .,;:,", ~" '," ;,
"';f~t>~{',;'\~:,~~:t~'f:(~X,.;':{7t:r":'" "r,X- ";"""7:';:',''' ")",,,;..\',"' ,,'t:~';';.';:;"~". ";\1.,;,.,~.,,'~\:i,,::;J,,"i:iJf"'i'" ;"'::'1." :,::>,;"
BID 117-91 OPKBID 07/15/91 VATER r:tTrlRGS
BID TAB
B , B SALES HUGHES SUPPLY, INC.
SARASOTA. FLA. CLEAIUIATER. !LA.
D!SCRlP1'IOIi !!!!m!m m .!!m: .m& !!!!! ~
1. 3/4 CORP STOP B15028 25 7.12 178.00 7.04 176.00
2. 1 CORP STOP B15028 25 10.75 268.75 10.60 265.00
3. 3/4 CORP STOP BI0003 25 6.11 152.75 6.05 151.25
4. 1 CORP STOP B10003 25 9.23 230.75 9.13 228.25
S. 1 1/ 2 CORP STOP B10003 25 25.44 636.00 25.00 625.00
6. 2 CORP STOP B10003 25 43.38 1.084.50 42.45 1.061.25
7. 1 1/2 CORP STOP 810013 25 25.44 636.00 25.00 625.00
8. 2 CORP STOP 810013 25 43.38 1.084.50 42.00 1,050.00
9. 3/4 CURB STOP 810200 600 7.57 4.542.00 7.75 4,650.00
10. 1 CURB STOP 81500-6 300 18.13 5.439.00 18.50 5,550.00
11. 3/4 CURB STOP B14350 1000 10.10 10.100.00 10.20 10,200.00
12. 1 CURB STOP 814350 200 22.92 4.584.00 23.15 4,630.00
13. 3/4 UNION POLY 815403 200 3.80 760.00 3.85 770.00
14. 1 UNION POLY 815403 200 4.36 872.00 4.45 890.00
15. 1 1/2 UNION POLY 815403 25 13.73 343.25 13.60 340.00
16. 2 UNION POLY 815403 25 18.56 464.00 18.15 453.75
17. 3/4 ADAPTER POLY 815428 500 3.13 1. .565 .00 3.15 1.575.00
18. 1 ADAPTER POLY 815428 500 3.70 1.850.00 3.70 1,850.00
19. 1 1/2 ADAPTER POLY 815428 100 9.27 927.00 9.35 935.00
20. 2 ADAPTER POLY 815428 100 13.49 1.349.00 13.65 1.365.00
21. 3/4 COUPLING B15451 100 3.27 327.00 3.25 325.00
22. 1 COUPLING B1.5451 100 4.79 479.00 4.80 480.00
23. 1 112 COUPLING B15451 50 12.10 605.00 11.84 592.00
24. 2 COUPLING B15451 50 14.41 720.50 14.10 705.00
'I'OD.L 39.198.00 39,492.50
-.-.------ --.-..---..
UNACCEPTABLE DELIVERY
TlHE - MAXDroK or 14
DAYS SPECIlPlED.
TDHS NET 10TH 21-10 NET 30
, , DELIVlll' STOCl TO 6 WIIU S'roCI TO 3 DATS
~..,~,
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CLEARWATER CITY COl!MISSION 0
Agenda Cover Memorandum 1r~
Item ,-<<-2--
Heeting Date 8-1-91
....
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SUBJECT:
owned by
The north 60 feet of Lots
Deborah A. Washington
12 and
Simpson
13,
Block 1,
w.
F.
Hughey's Subdivision
RECOMMENDATION/MOTION: Approve the
13, Block 1, W. F. Hughey's Subdivision
the purchase price of $48,000.00.
purchase of the north
from Deborah A.
60 feet of
Washington
Lots 12
Simpson
and
for
au And that the appropriate official be authorized to execute same.
BACKGROUND:
Lots 12 and 13 are located at the northeast
Street. A locator map is
The partial lots measure 100
and is vacant. The cost is $8.00
acceptable for purchase based on
price.
attached showing
ft. by 60
corner of Madison Avenue and Brownell
the north 60 feet of Lots 12 and 13.
ft., containing 6,000 square feet M.O.L.,
per square foot. Staff considers the price
previous purchases on Gould Street at the same
The available balance in this project is sufficient to provide funds for this
purchase.
Reviewed by: Originating Dept. Costs: $48.000.00 to.tsston Actton
Pub lie Works X-
Lega t (Current FY) Approved
Budget funding Source: Approved
w/eonditions
Capt. Imp. X
Denied
Risk Hgmt. NA Advertised: Operating
Contld to
DIS NA Date: Other
ACH NA Paper:
Appropriation Code(s) Attachments:
Other NA ";"", Not requ 1 red X
((\: 315-1-4413-601/519 Contract
Affected parties Hap
notifted
Not required X
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CONTRACT FOR SALE AND PURCHASE
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PARTIES: Deborah A. Washinqton !=: i mp~nJ:'l C~SuIIof~), i,
of Clearwater, Florida (Phono I.:
.00 City of Clearwater, Florida (.~I,
of P. O. Box 474B, Clearwater. Florida 34618 (PhOno ),
IUclIv ogroe Ihtlllho SuIof ahaIlUII and Blrt<< IhaII buy IIlII Iullowill\llllul JlIopo/ly ("Rulli f>/l!{JCrlll') nnd porllOlllll plopl.llly ("Pulsoo:lI~.1 (colleclNotv .~.ll4lO1l lho lolIowll~
klInlll and condllions, which INCLUDe the Slondallbl IOf' Relll eallllo Trollsocllon. t"Slrllul(lIl~).i J,lflllotl 01\ lho ,UYOIIO 01 ollllchud ontl any RItIor. ona-AlJijolm 10 ulis lnslrumonl
L DESCRIPTION:
(II LegGI dolCtipllon 01 Real Properl)' Iocalld In pin 8 1 , ri !:::o County. FIofIda:
Lot~ l' and ]~, R1nck ]~ w. F. HUQhey's ~ubdivi~inn ri~
Paq~ Public Records of Pinellas County. Florida
Ibl SllooIaddle'I,c1I)',zlp.oIlhePropo/I)'II: Madi~on Avenue. Clea17watp.r. Flori(]Fl
(c) PeIIOl\lllIY. Non P. - V l'I ("!ri n ~ J .ot.
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Thp. Nnr~h hO TP.P~ nr
rpr.ornpn in P1ri~ Rnnk
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U. PURCHASE PRICI. II...... II..... If.. .,..... II.. II...... .........,...,..........................". It..................... .,....... II.. II... I'..... II... If... $
dR.noo 00
PAYMENT:
(al DepoaII(I)tobehaldln.lCt~by ~tewart Title Co. Inlhoerra.nlol..$ -0- ",..",
Ib) AddIUonaIucrowdepolllwllhln -5- cklyaallorEllecllveDalolnlh..mounlol.................................................... $ 4.000. 00 ~" , ,;,.,,,~{~::':,:>
;;; ;:=:::=:.::~~ 'I"'==:~~':'~~'~'::: 1"j;ii'i.t~illt;f~M~1;'~
(II B8lance 10 close IU.S. cash. LOCALlY DRAWN corlllicd or CaShKl/'a chock I. subjoC11o odjuslmonls Dnd plOIolions ......... ....... ..... ...... $ d 4 ,on n n O,',':,'\~./,::';;l'i:'~.., ,
Ill. TIME FOR ACCEPTANCE: EFFECTIVE DATE: FACSIMILE: U IhI. oIlor II not ellOculod by and doIiwfed 10 aU pallial OR FACT OF EXECUTION c:ommunicaled In wriling:.,:}~f;r:.j~~'(:~.'
between lhe parllel on Of' before 8 / 1 / 91 , lho doposll(sl will, 01 Buyer's oplion. be rolurrled 10 Buyer and Ihls oIle, wilhdrawn. ^ locsimile copy 01 l!lis 1::',7;BN;tt
Conlracl 101' SaIo and Purchase C"ContrDCI") and fInI lignallns !lelOon sI\uII be considolod 101 DR PU/POS8S D' OIigina1~ Too dale 01 ConIrocl rEllocllw Dole") will be lho dale when :,', ~:"<~::~'ii.t\
UIe lasl one 011110 Suvor and Seller has IIgnod IhIs oller, ';Y';'+:.;il~t
. . -r' :i,' ~t~ J \. 1 ~ t}:.'JX.
IV. FINANCING: Not Appl~cable i;\~~:;',;/:%'
(al " lhe purchase price or any ~I 01 N b 10 be Ilnanc:ed by a Ihitd'PlII'ly loan. IhIs Ccnlrocl is cordilionod on lhe Buyer obIainlng a wrillen comrnIlmenI 101 (CHECK III ;..:(;~!':;Ul!
Of' (2) Of' (311: (') 0 a Iixed, (2) U an adjusloble 01' (3) 00 Ilxed or DCljullll1ble rDle loon wilhln_days ollel Elfllclive Dale al DIllnillallnlelosl rala nollo exCtftd_ "A., '!::';':':;\f"
101m of yaMI and 10f' IhO pllnc:lpa\ omounI 01 $ , Buyor willll'lllko opplicDlion within days Dller Elleclive Dalo 8R.l usa reasonable \};::':j'~'~/
dil~e '0 obtain ,he loan commilmoot and. lherealler. 10 meul Ihe lurm. wid condilions ollhe commilmenl and close lhe 1Olln. Buyer shall pay all loan expenses. II Buyer ;";';::i,"~:~
IIl~s 10 obtain the commilmenl 01' loi. to wolve Elu)'cr's Ilghl' undur lhis subporouroph willUri Ihe lime 101 Obtulnlng the commilmonl or 0110( diliQent 0110/'1 loiIs 1.0 Intel the ),:,(<~)'
IL'f'ns and conditions 01 Iho commilment. lhen ellhur PlUIV 1l101ellllcr by prompl wnllOllllollCe 10 Ihe olher ITIllY conccllhe Conllocl and Buyer shall be ,olu/lded lho ooposil(s). ':i ,~r
Ibl The oxlslillg IIlOllg:JOO OOSCIlbed In ParllOlaph IIlcl obove '\<IS ICHECK ( II 01 1211: ( 'I 0 11 V8I1:Jbk! inleresl 1010 Of (21 0 a lilted 'nleres' rale 01 '" per 1I/lRIIl'l.: ~l;:;\~:'.
AI lime oIlille Irons'or lOme 'lxod InIBffllllalea 8/B aubjucllo InC:ltlDso. IIlnc1eosed. lho role uhollllOl ollCeod " pot" llnnum. Soller ahol!, wilhln daVS III10t }.;f~:,;,f,1
Ellcc:livo DlIIO. lurn/sll slaloRlenls 'rom alll'lOI'lgogoes slaling pllncip.11 OOloJllcOS. melhod 01 PlIymenl, Ioteresl ralo and alalus 01 morlgages. 1/ Buyer hils agteed 10 assuOlO a _
morlg:lQl! which requires approvlll 01 Buyer by lhe morlgll\lOo 10: l\$sumplion, 'hen Buyor &0011 P1~lIy oblain oM required Dpp!icallons Bnd will diligently cOlllJlele Dnd rolurn Z~0.i,
tllClm 10 lho nlOllgagee. Arrv morlgagoo chargois) nol 10 oltcoud $ sholl bo p;l1d by (1/ not lillod in, eQUally divided). U Buyer is nol !,'j:
occcplud by IIlOllgageo or Ule roqullemcmls 10/' I1lsumplioll DlO 1101 in UCCOldanc:O wi!h lho larms 01 Ihis ConI'llCl 01 morlgagea mako, II charge In exce.. 01 1110 slaled omwnl.
Seller 01' Buyer' I'II8y ,esclnd \hb ConItocl by prompl wrillen noIic?O 10 the olher purly unless oilhef elects 10 pay the Increase In !olmosl role or Ol<<:ess I1lOI'toogce cl\Dfgus.
V. nTLE EVIDENCE: AI least -] 5 -' dayS bulOl8 closing ct.,lo, Soller sIloI,' al Sol!cr's elCJ)COse. deliver 10 Buyer or &r,er'. ollolOey. in BCCOIdance with Sl8ndard A,
100ECK ( 11 CJI (2)): ( I) 0 nbsIrDCI of IIUe or (21 :f]litlo insuIonc:e cOIMlilmonl and, allOl closing. owner's policy otlllle h'Wlf2llCe,
VI. CLOSING DATE: ThIs transDCllon etlEIII be closed and tho deed ond othor closing pnpot'l doIivcred on R 1/7 I 9 1 . unless Oltlended by other P10Wi0ns 01 Conlracl.
VlL RESTRICTIONS: EASEMENTS: UMITAnONS: Eluvef shallloko !il1o subjecllo: zoning, lesllic:llons. prohibilions ond oIher lIlQUlremonls ~sod by goverrvncnlDlaulhorlly; ,ostrlclions
Met I1lI1lklt, app81V!ng on lhe pial 01' othcrwlso common 10 lha subdivisloo: public ulUily oOSOOlool1 of rucOld leasemenls ore 10 bo Iocllled conllguou5 ID Reol Propefly hi ond
IQ mora '"M to leal In WldIh as \0 UlO ,oar or irani Iinos Dncl 7 Y, leol In wit.!lh os 10 lho 8100 Itnes. unless oIho1wi50 slolod haIOin): Inxes 10f' year of closing and subSOcpJnl
)'tlaI'5; assul/led morlgages and purchDso money rTIClflgoges, il any; olher:
ItInllhote exlsl. al closing no violation 011.'18 loregolng andllCllllJ 0I1hem P1l1YBOlr. usa of RollI Propolly 'Of' c;rp.ne ra I commerr. i t=l1 purposeCs).
VIII. OCCUPANCY: Seller warrWI lhal lhots are no paille. In occ:uponcy oIher IhtJn SelIor; but. U Properly is ioIem.ld 10 bo Isnted or ~d beyond cIosJng, lhe IlICt and Iel'ms
lhefeol sh8I be ulad herein nod Iho IononIlsl 01' occupanls disclosed puRulII\1 k) SllIndOld F. SoIIef Dg/llOS 10 dclivol occupancy of Ploporly al lime 01 cloSing unless olhurwiso
SI6Mtld houm. \I occuponc:y is \0 bo dclivouw lJeIonI c:Iuainc.. ~ USIIUIlIOI IIIllillk 01 10&1 10 f'ropGrly IlCm dalll 01 occup:ulCy, shlIIl bo rosponslblo GIld II:1blo lor mllllllenuncu Irorll
lllo1l date, nod ahnI bo doemod 10 hmIo DCcepIOd Proporly In ill emting conwllon IS of II/1lll 0I1~ oc~ IInloss olhorwiso lIlaled honJin 0( in 0 aepmDlu WIlling.
IX. TYPEWRmEN OR HANDWRITTEN PROVISIONS: TypewriUen or hundwfiUon P10visi0ns Ihull conllol 011 plirllud provisions 01 Conlrl.lClln conIlocl wilh lhem.
X. RlD2RS: (CHECK II 8lfI/ of Ibt IoIIowiog Riden /vo appIic:abIe !!!!! are a11nc:hed 10 this Conllacll: '
III 0 ~ CONSTIIJCTION COHTRCll LH RIDER lei 0 FOREIGN fNESTMCNT If REAl. PROPERTY we N;T AlDER leI 0 ~ AllER
Ibl 0 ~ RIDER (diD INSUl..AOOH naoER tll 0 011EJl:
XL ASSUUWlIUTV: (CHECK (1) or (21): Buyer i l) €I mav assign 01' (2) 0 I'II8y noI uaign Ihi:l eon&ract.
xu. SPECIAL CLAUSES: (CHECK (I) 01' (2)): AddanWm 1110 is ollaChod or (2) (]ilhenl is no Addendum.
XIII. TIME IS OF THE ESSENCE OF THIS CONTRACT. BUVER'S INITIALS
XIV. DISCLOSURES: Buver 0 ~ ar 0 doeI noIlIdlllo'lltodoe nKleipt 01 u.. -oen::y/l1lldonlCXlfr4)er'lSallI!fld ealimolod dosing COIls dbclosures-
THIS IS INTENDED TO BE A LEGAI.LV BINDING CONTRACT.
IF NOT FULLY UNDERSTOOD, SEEK TIiE ADVICE OF AN ATIORNEV PRIOR TO SIGNING. '
ntS FOfN I!AS BEEN APPAOIIED BY THE Fl.ORIDA ASSOCIAT1ON OF REALTORS AND THE. FLORIO.'\ BAR.
ApfIrNaI dc8s noI consUIuIo MI ~ UIIII W1Y 01 /he lams and c:oncibons ... /his CDnlnK:I should be accepIed by /he pwIies in a patliculM Itar1SaCIiOll. T&ms
InI corDUons shcukI be ne{IOIIaIed basDcl Lf)OO Ihe I85POdMI nerusls. ~ and 0af1JllllWl(1 posIlionS 01 aM netesIed petSCfJS.
CXlPYAIGHT 1901 BY THE FLORIDA BN1 AND THE FLORIDA ASSOClArlON Of REALTORS
CITY OF CLEARWATER, FLORIDA c.,..
By:
Michael Wright,
Attest:Cyuthla .!:.
I.\\-~\
Simpson
om
City Manager
Dale
Guud~au,
Cl t.y
DlIkI
Ri ta Garvey Mayor-CommissIoner (Setllr)
Date
i t-h C . Attornev SoclIIISaadyOf' TuLD. #
.~~,e"M'd;~a'ntllRCAWt~ SUBJECT 10 CL.ENW<<:E.
~ FEE: ICIECIC NG CDWI.ElE ltE ONE APPIJCo&AI r:) Dr:
o .ALlllllDA- ~~.~Ii
5IIIr .... ...., __ .....-........ V L. 4~ ......... naMd. .cc....oO to .. __ aI .. aIIIIng. ......1iIIIlg .1111 ~fll:
~ ._~MlK 1 .....~ .rn.Y.I!FiB:1':
........ .. .......... ~ L i' .,. ........... ....... ~, - .. ... aI _ ... I a .. __ allCXJLWIUTE QI..Y DINE
~..... _ ~ yJ$>..._. --....... --.~ "-.....,.... ...... ..... ..... ....... .. P' - CW' _~.... ~
a-s. I ... ... .......... - -I I . ___ liMo -. .... - _ .. ....... _ _ r .............. _ .... .. ....
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.., .... ... _.... - .. -~ ~ ~ _.. ~_ _ -., .....___ ll...l J'......MIA
DR INC" JBR,ruz.~. Die. DEBORAH A. W. SIMPSON
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Dale
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EVIDENCE OF T1TtElllI An ..bslrocl 01 hila propsrad or broUl.jh1 currunl hy II rll1lU1nble &Ird olllsliog oblllrDCl litm Iii nol 81llsllng lhon curllllod all correcl by M 81llSlinlllNIfo
~llOIhng 10 bo nn uccurolu lIynopsls 01 IIltl III:lIruloonls ullOCI~1\) 1111u 10 Ihu r&.llol PrOfMJl'ly rl..cOflJud In Ihu IlUlJIlC rllCollJlI 01 Iho coonly wl1O(oin Roal ProPerlV .. IoclllLiJ IhrOUJI
lucllvu Dale and which shaN COIltmOllCU Wllh IIlQ oorhesl publIC recOIds, or such \lIIO( dale nil moy tJu cuslomarv In Iho counly, Upon dolino 01 Ihls Irunsnclioo, lhu obslrocl !oho
'cor no the ptoporlv 01 8uy\lr, IUblecl 10 Iho rig'll 01 rclenlion lhereol bV Iirsl lllOlloaooo unllllully fluid. 121 A hila InsumtlCo cornmilmonl IsSUlld bV 0 Florida licensed !illo insure
i/'OUIIllJ 10 lssuo 10 Buyet, 4lOI'\ recording 01 Iho 0001.1 10 Buyor, un ownur's 1)()/1Cy 01 lillo InsurallCo In the nmounl 01 Iho Ilurchoso "rico Insuring Buyor'l lilla 10 lho Ronl ProllOfl\
'llIecl only 10 hans, uncumbroncos, oxceplOOs or q\lalilicalions !1t!1 lorlh 10 IIl1s COlllrocl DIIlI Ihosu whICh shall bel d.lchlllgud by Soller al or bIlloru dosing. Sollof Iha" cor~'
uklllablo 11110 Iiubtecl or~y 10 liens, encumbrancos, excevlions or quolillCalOOs specihcd In lho Conllocl, MalkolnUlo \Illu atw. 00 dolor mined 8Ccording 10 applicable Tille SlandarCl
IOPlod by IIUlhorilV 01 The florldn Bar and In DCcord."lCe wilh law. Buyer shall hllYU ::10 do'YI, il allllrocl, or 5 days, II 11110 coml1lilmolll, Irom dolO 01 roculvlng evidencd 01 1111,
ollnRlino ii, II \illo Is lootld doloCllvo, Buyer shaU, wtlhin 3 dolYS, nolily 50114.... Itl Willing l>llccilyhl(J c1ulecl(ul, II Ihu 110lucl(lll londor 11110 UOlIWkulOblo, SulloI' will hava I:.?O lI,lyll hOt
CDIIl! 01 notico wllhin which 10 rornoyo 1Ill! lloloCllll, 1:liling which Buyur llholl haw Iho 0/,100 01 ollhul IICCOI)ltng Ihu \illo DI II lhen II or domondlng 0 rolund 01 dotlO5111111 1';1'
1\lC1\ 41\411I tnUllOa.Ululy 00 rulurnod 10 Ouy.u; Ih....tlll(KIIl, Ouyor ",ll.! 5<llIor Iihllll.oIuU!lll 0110 nnolher olllN'lurlhur utJIl(Jollions ulllIor lho CUlllrDCI, SoUur sllall,lIll1lu II lor If III UlII!\lllkellllll.
,~ 1I111{1Unl ullorllu corrucllJuloclls) Inlho lillo wilhin 100 limo IIruvwd Iherulur,ulClu&JinlJ Iho brlll\lll\(J oInucullinry lIUlls.
PURCHASE MONEV MORTGAGE; SECURITY AGREEMENT TO SELLER: A purchllllo money morlOngo nnd morlonoo nolo 10 SuIIor shll" provide lor a :lO.d.,y gr:lCO perIOd I
l' oyonl 01 cloldUIl II 0 hllll ll\orloalJO l~\IJ " l!j.day IJI:lCO puriod il U s(..cond or lussllr morlU.1UU; lihall IlfUVll1u lor /lOhl 01 propnYlllUnl in whole or itl pGlI wilhot'l ponnllV; ,i1w
~ Ilorm~ acccturlllion or inlorolil ndjusll,,unl .n ovonl ol .esalu 01 nool PIOflIlrly; 51,,'11 rllQUlro 1111 fll'1Of lil/Illl nnd ellC\nnhrDncos 10 bu Il0pt In good II:mcJinu aOO lorbid moddicalloll
or luluru OOvU'lCUS undor plioi' morlgagols); and lhe morlgauc, nolu lInd flecurily lIoruemonl sl\l.lll bo olhorwi!.o In 10illl alld conlunl requlrod by Sc."ler; bul Sollcr lIIaV only ICqull
auses cuSlomllrily lound in nlOl'lgngos, mortgage nolos nncJ socurilV agruDmenls gunurally ulillzod by saVIngs ond 10llO InshlullOflS (l( siDle or nulloMl bonks Iocnlod If'\ Iho coonl
noroin Reol Properly Is Iocalod, ^" Personally and looses boill\) convoyed or DsslfJnod w~l, 01 Sollor's oplion, bu subjucl 10 lho hun 01 a socurlly ngree,oonl ovidcncod by rocoroo
IlIncing slatemenls. II D bolloon morlgngo, lho linal paymenl will excoed Iho periodic p<1vmenls lhoroon,
SURVEY: Buyer, 01 Buyer's expense, wilhln lime ollowud 10 l1e1iver ovklonco 01 hila nnd 10 uxomlno somo, mny hove nool Properly surveyed and corlllied by D (oglslerod Florid
'fll8vor.lIl1Urwy shows oncronchmenl on nODI Propelly or Ih.,1 il\l/IfOVOtllOnls locnlud on nonl Protlo,IV CtlClouch 01) !iclbnck linos, unst..menls, lands 01 olherll or vlolalu any roslricllon
JOhn.:1 covonallls or apphca\Jlo (JOvcrnOlonl:l1 rC\lUlalion, Iho S.'loo 5h:11I curu;hlulu D hllo dolucl,
Tf:nMITES: Ouyur, III Ouy\....'lI uXIIUlI~U, willlM' litoo ullowud 10 CklllvU( uvilktllCU 01 1I.1u 111111 10 OIl;lIl1it"l IIlllIlll, .my hllw nUlIl Proflurly Il\s(IOclod by 0 Florldn ClIfliliod f\JSl C'.onllo
M.:t;th.ll' Iu lk:h."II111O il 1Ik.l1ll 15 .IlIY vi:iilJlo u<:liw IUl/Illlu inlu~llIlIon or vi:.ilJlu UIlI:.IIII\ld.II\iJ1JU hom IlJIllUlu .,lu:.'"I",.. ill 1110 ill~lfu\/UnllJlIllI. II ullllOr (JI hulh IIIU IUUlld, lluyIIl .,.
,'''' 4 days hOlIl clalo 01 IIYIIIIL'Il nollCe 11101001 wllhin which 10 huw all tlantO\JUlI, whlllllOr visiUlo or nul, lIl!lflOClod UIIlI ollllmalcd by U IlCllOlIIId buikJor or \lenuml conlraclor. ~"
1.1n I"'y v&lhd cosl$ 01 Ire..llOOIII IUIlI repair 01 al\ wmOtc.JtI up 10 2't, ol IlUrchulio pricu, Should such cusls oxcuud IIwl 0I1100nl, Duyor shllll tww lhe OfJ\1un 01 ClUlCoHIll\) COnlrll,
Illllll 5 days aller receipt 01 conlraclOl's repuir eslimalo by giving wrillell nolice 10 SulIer or Buyer mav olocl 10 proceod willl Ihe Ironsecllon, in which ovenl Ouyor shall lOCOl\
crOOil 01 c1oslI\g 01 on omounl equlIl 10 Iho 10101 01 the Ircalmenl nnd rcptJIr oslimnlo nol In cxcuss 01 2"1., 01 1110 purcl18lle prlco. -Termllos" shllll bu l.Immael.l 10 includu 011 WOIJ
/s\reVlng orgnnlsms reQulre<llo be rcporled under the Florida Pesl Conlrol Acl.
INGRESS AND EGRESS: Seller worronls and roprescnls Ihol lhere Is Ingress and ogress 10 lho Rani Properly Ilulliclonl lor lhe Inlonded uso os dollCribod In Parograph VII her(!(\
10 10 which is III DCCord.1I1CO with Slandnll.l A.
LF.^SES: SelicI' 51,,'11, nol loss limn 15 d:1Vd beloro closing, lurni~h 10 Buvor cop!os 01 011 wlilloo Ionsos nnd OSIOfJ/'IoI 101101'5 Irom ooch lononl specilylng lho nalure and durnlll
1110 IUl\anl's OCaJpilll:::y, rUl\lol rulus, oovllllcud runt 111\IJ lll.!curily c!cposil' PDid by 101101111. II Solktr is unDlJIu 10 olJluin IlUCh lullor Iron) unch 10nl1nl, 1110 salno Informal ion !ihuu I,
'IIMslllJd by Sellar 10 Buyur wilhin lhul limu period Ul lho torm 01 0 Sollor's lI1lidavil, alld Buyor may IllOrunllcr COlllUcl 1(Jllanls 10 cUllhrm sUCh illlormaliolL SoIlcr s1\l.11l, 01 dobl..
~hYl.'f alld assign 1111 origill:llloa50S 10 Buyur.
. LIENS: Sellcr sh.'lll lurnish 10 Buyer 01 limo 01 closing on Dllidavil Ollosling 10 lho absonco, unloss olherwiso provldod lor herein, 01 any IiMnclng slolemenls, c\lllms 01 lilln ,
~ctllinl honors koownlo Seller and lurlhur olloSlinu IIml 111010 hava bacn no imptovumenls or lepUit'S 10 lho Properlv lor DO days N1lmodllllolV procedinU d:110 01 clollng. II PrO/KIll
15 been Improvod or rcpairod wllhin lhal limo, Sellor sholl deliver rclells!>s or waivers 01 mochanics' lIOns olluC\.led bV 1111 (Jonurlll conlraclors, subconlraclors, sUPllliers LInd molori.,lrlll:
oddlhon 10 Sello($ lilln ollidiIVil selling lorlh lho namos 01 011 SllCh general coolraclorll, subconlrDctors, suppliers n,lll malerlDlmen and lurlh&r allitmillg lhal 011 dwgus lor ~OIIOIIlOt\l
repllirs which coulcl sorvo as a basis lor a mechanic's lien or 0 claim lor dnmD{)lls havo buun paid or will be p:lid 01 dosing oIlhls Conlrocl.
PLACE OF CLOSING: Closing sholl bel held in lho counly wherein lhe Renl Properly Is Iocaled 01 lho ollice ollho allornov or olher closing og6f\I doslgnalod by Sullor.
TIME: Timo periods herein 01 less Ihnn 6 doys s1lDH In lho COI1l(XJlnlion ollcludo Salurdnys, Sundnys nnd slllle or nalionnllooal holidays. and OilY limo IlCriod IlC'0vidc..1.Ilor hOll!1
IIIC\I shall ond on SUlurd,y. SUllday or 1I kl{JuIllOltduy 5\mn uxlulllllo 5:00 rUIl. ollhu IlOxllx.!iinuss cJay.
DOCUMENTS FOn Cl.OSING: ScIlur shalllurni5\l lho wed, bill 01 salu, mechanic's lien allidovil, Dssignmenls olloaso$, lenonl and morlgagee O$loppelletlurllllnd corruclivo in!.\rulllcl\I:
J'fCf s1lDlllurn:sh closing !llidorncnl, morluago, morlgage nolo, socurilv ngroulllOnl and linllllCing slulemllllls,
EXPENSES: Documon1urV slamps on'lho doed nnd recording corruclivo inslrumenls sholl lie paid by Sellor. Documenlary 51a""'5, Inlangible lall and recording purchaso /1lOlll!
orlgogo 10 Sailor, deod olld IInnncill\) slalemenls shall bel paid bV Buyer,
PIlOn^nDNS: CREDtTS: Taxos, assossmenls, rent, Inlorosl, Insurnnce and olher expenses nnd rovenuu ul Propeflv shnn be ptornlcrl Ihreuoh day OOloro closing. Buyer $hull 1"''11
U (lj,liun 01 laking wer DlIy c)(~lino policies 01 NISUrDlICO, if lIS:lUt'lOOla, il\ wllich u\/UIII prUII\lUtnS t.hnll Ilu /Huraled. Callh DI cIosinu shaH lie Incroaood or WClOi.tllOO os may 11,
(fUlrull b)' proralions. PrOlatiolls will bu modo IhrOU{Jh WIY prior 10 ocC\I/'IDI\t...y il OCCI~IlUlCy occurs bc..loro CIOSN\g, J\cJVUIICU rolll IIIIJ lIoCUfily dnt\Osils wiH be CIL'l1.1....... 10 Buy.!r III~
,c. ow cJoposilS hold Ilv llllOll\)ll~ Will bu credlled 10 Sullur, TOl"OS sltuU bo proralod I>.,::ed on IhO currCtl1 year's lall Wllh duo nllownnco nll\du lor IImXMllUl1\ 1\I1ownlllo dillCOllIl,
~1Il)r.lallcJ and 0I11Of llxcrn\llians. II c10siny occurs 01 0 dollo wllOn 1110 eurtonl yonr's mill.'lCJU is nol Itxod nncJ curronl yeal'll nS!lOS!U\lOI1l is 8YDilnbla, laxus will IJo prurulc..d hil!.U'
lOll SUi:h nssessll10lll Dnd 11IO prior year's mill.l{JU, II curronl yonr's nssossmo."llls IlOl ovoda~, lhell laxlls Will 00 proraled 01\ lho prior yoar's \ax. II Ihoro aro COf'll/llolcd ill,lfOYOtllI.'ll
I 1110 Renl Properly by JDllUDry 151 01 yoar 01 elosill() which ImprllvolT\etllS wcro llOl In Oxilll(JIICO UII J.1flUllty 1!i1 01 tllO prior year, lhon IDIlOS sIlan hCJ prolD11llI bO!lCld lI/\OIl Ih
ICK year's 1IIi11a9O ood III on UlJUllablo USSUSSlI\Of\I 10 bo lKjlcc:d upon bolwuCtl 1110 par lies, 1..i1iocJ WhiCh, lUQucsl will Ile made 10 Iho Comly Properly ^,Jf)fll~UI IUl un lnIor/ll,
,:;USSIll3nl Inking 11110 consideralion ovail;lble uxcmpllOllS. Arty lilX prorulion oosol.l 011 IJII tlslimllle Shilll, III rOlluusl 01 eilher Suvar or Seller, be sobsoquonlly .uac/ju:>loo l(IOIl reCL'"
lax a,jtl on condilion lhol II slnlcmonl 10 lhol elleel is in lho closing slalcment. '
. SPeCIAL ASSESSMENT LIENS: Cerlilied, contirmod and ralilied specinl assesSlllCnl liens os 01 dnle 01 closing lnot as 01 Elleclive Dalel orc 10 bc paid by Sdlcr. Puoding hell
01 dalo 01 Closing shuU be ns~mcd by Buyer. II 1110 improvulllcnl has bcun subslanlll~ly conl/JlelntJ as ul Elluclive Dillo, such petllling hon s1mll be COl\5idc(ccl cCllilicd, cOllllln....
ralihcd ancJ Sellcr shnll,al closing, be <:hal{Jed on amounl l..qu:d 10 IIlL' lilSI oslinwlc 01 nssu9slllOnl lor 1110 illlproveloonl bV Iho publiC bocJy,
INSPECTION, nEPAIR ^ND MAINTENANCE: Sellcr w:mnnls Ihal, as 01 10 daY!l prior 10 closing, 1110 ceili'\(J, 1'001 lincludil\(J 1110 IDScia Dnd sollil~) nlld exlL'lior alld inlllrior w..lI,
:"willls lor equiYalc.'fll) und dockll!JO tlo nol hove any V1SIDLE EVIDENCE 01 luuks, wlllllr d:lln:\UO or slruclurul tlaIlIUYC and \lml nlQ sopllC IlInk, IIIJCJl, nil :lf~il~u\CL's, .nucll.IlIIC,
1\)S, 'lOalin:l, cooling, eleclrical, plumhillg syslcms and mm:hillcry lUll III WOnl(ING CONDITION. Buyer '"uv, al Buvcr's OxrlOIlSU, haw inllp\lClinu:l 11I110O 01 IIIUlIO iIL,n:l lIy a hll
nlllividu;\J spuci:Jlizing in IIollle inSpllcllans lInd holding rut OCCl~);ltiUO:~ tM:UII:lIl lor :ou.:h 11U11)!11I') III llIc"ailUdl (If lrf an 1I1'flf'Oflfi.,luly licutl'JOd floril.ln eOllhiK;IUI, 13uvu !II\;Jn, I.'...,
()uY'~'!i occupnncy or 1101 less lllall 10 t~1YS p;-ior 10 clusiIJJ, wllio;ho.lYI:t UCCllr.l lir::l, IL'IJOII ill wllli'MJ 10 GdkJr :;\I(;h ilUIII!l Ihlll cJu nol l\Iul:l 1110 :dJUVlJ ......."bnl!. OJ:' lu 1I.dL't.1
IklllS I3uyor rUl\Olls sucIl llolccls wilhin Ihnl limo, Buvur s1~.1I be ~\Ir:d 10 haw waM..d SuIIcf'II wurllllllic.~ D!l 10 dc:lecls .101 ruporlud, II repairs (l( ruIJli!C\mK.11IS U111 IL'IIUNl:1.
;\Io:!r shall causa such ICp;lirs 10 be made wid sh:iD pay up 10 3~ ollhc IlUrcha:w rHicu lor such fUp:\iI's or rorJl..,ccm\llllls as mllY be reclUired in order 10 "L"leU l;tlCh ilOtllll ill WOf1l<IN(
, JNOITION, II Iho cosl lor GUCh repairs 01' rcplacemenl ollceeds 3'" 01 1110 l>urchm.ic '\rico, Buyor 01' Selk.., lI\lIV cicci 10 pay such excesn, ImhlllJ which cilhur JJ:JrIV IIIDV C.II\C.
IS Conlracl. \I Seller is ullabla 10 correct lhe delecls flIior 10 closilllJ, Ihll cosl 11\\."-001 shall be puid inlo oscrow OIl c1osirllJ, Sollcr wlH, ~ rullSOllllblo lIolicu, P1uvltlll ul~i1IL':1 set VIC,
d acCllS$ 10 lho P/'OfJllflV lor inspechons. lncIudillll a wslk-lhrO\Jljl prior 10 closing. OoIwool\ EIlr...C\1w Dnlu nno.! lho dale 01 cIosllllJ, oxcept lor 1llf).'liI:J lllCp.JirUJ \)y II":; SliIIllLu..
.1101 shall mainlain ProperlV, inclucJul(J, bul nul IimilucJ 10, 1110 lawn wld s1\rublJcry, ill UIlJ COlldilion huroin wnrralllL'tJ, ordN\W'V wear alllllllDr cxccplud.
IIISI( 01: LOSS: II lho Properly Is dum.1()ed by lire or oIllOf casually 00101'0 do::i!wJ Oil" cosl 01 rU!llomlion doos nol ollcccd ::I'" 01 the nS!lu!:!llXl VUlullliofl ul Ihl: Pr/)IICrI\' :;,
,m:lCJ\JcI, COSI 01 resloralion sh.'lll be an obIig.,11on 01 lhe St.~lcr "lid closill(J s1~'" llrOl:r"KI 1101'50:101 II,) IIWI hmns 01 Conlrocl wilh roslornhOlI 1:0:.\:' u:.Clowud al r.:Iu:lIt\{), II II\U co,
,"::Iuraliol\ e~5 :1'" 01 lho nssessod vlIIu.,lioIl ol lho UIIpfOVCtoo.ll!l so dUll~"lull. Buyt.'f !II..'lII h.avo' 1110 oplloel ol oilhur Inkino Propotly 01'1 i:l, 100JOlhlf Wllh r:ill... IlRl :.I,,", l,
IV NI:iUfUlICU JJ1ucuods IIlI)'ublu by virluo ul such ~li or dUln.lIJU, Clf ol cancctlll)l'J 1lJi:J o."llr:lClulIll .uc;(.'tvir'J 11:10111 010::;,,1:.&11:01.
PROCEEDS OF SALEi CLOSING PROCEDUnE: Tho dced s1wH be f'CCUldud l~)/Il' c1u.vancu 01 11I1"" II alJlilrocl, uvldon<.:u 01 lilla !lhun hu conln\UlJ :11 IlIJVL"':; Ult/lCII,;U 10 :.11...>
Ie in Buyer, wiUlOUI 00f ~\CUlnbrMCOs 01' chlIngo wllld\ would rlllU., Sl:ller's hlks uIIII,,'VkoILllJk: lrollt Iho dnlo 01 1110 Iasl ovIdot\Cu. PrOCUUU:l 01 lho saIo tilli.1l hu hlkJ MI 115<;IU_
, St.>IuI's Illtornoy or by such other mulunlly occup\QbIe oscrow lIlJOOl Ic.r n poIw 01 1101 IonIJllI' Ihan 5 duys lrom unc.IlIller clusirYJ cbllt, II Sollllr'o Iii'" i:J rollckm:cJ lJl\l)I.'\r1lOlahl,
~l no laoll 01 8l.Irlr, Buyer tihalI, Wllhin lhe SotJd)' PttfIOd, nolily St.'lIur in wrillll9 III IIIlJ dulL'C1 .11,,1 St:lk:. ~"III Illlve 30 days IrOln dalo ul IL-cl:i!" III :;uc;h 1I00ihl;..hulI lu CUI
lJ ,Iolt..el, II ScIk.... latls 10 lime!y curu lho cJalecl, aI deposills) nlld cIosillg 11lI\lJs sroll. UllOl. wlillclI lkllll:llld by auyor and Will.." 5 d:Jys 0111.'1' WlIOIlKl, IJU IOh"'Il.'\J Iu Uuvur ,II'
...~larIOOUliIy Wllh such rO/lDYtnQnl, Duyor shall rotwn P\:r.Iollillly MC.I VDCilln PrOlJOlly nl\ll ICCOlWVy .1 10 &<Ik!r lIy SIIOCIOlI wnrronly d....ud. II Buyel' lUll:! III 1!\I.kl.' IMIKJly .k.~II:\l1l1 h
"Mod, Uuvcr shDlI laka lillo us Is, wllivinu 011 Il(Jhls P!J:lir\lll Sullor us 10 rlll'f Inlcll\MHtl(J lkllucl UJlCLl'1 us llli'y bo nVllila1llo.t 10 6lIvor by virlw 01 WWrUlllkJ:i ClJIIl.JMW III IIIl! u..:.:.
.. flOI'llOt\ 01 lho purchase prlco is III be dorMtd lrom 1119ll1uhuIIIII hnc")ncinlJ or rol.II"II.:lI~J, rU\.jUlfUtllUIII!l uI II\U k"ll1aly tfDllIU\~ 'IS 10 plUCU, ItIlIO 01 Wv :J11ll1"o.:odJl'us 101 do"..
..J lor dt!obuBemCtlt 01 rnor\():lCJa proceods shall conIrol 011OI' controry /lfO'ti2IO in 1m Gon/mel. ::;mtr.r !"tlall hllYC lhe rllpl 10 fOQUIf1J lrom 1110 k.'lolng lnslthlhon D wnllen cornrrnlnc.
..1 .. WlIlI1111 Wllhhold 0sbJr5111110111 ollllOl'l!JDI!lO proctIOds us II IU'.:ul1 01 :Ill'f IICkl ,klhrt.:1 :llIlIlatl:oIllu 10 nll)'L' .nlUllU;lIjl11 Tho uscrow r\lll.! clotoil'J IlfllCtAkMo I UQl 11I00 IJy lIu:. S....kl.u
.IV bu wllMld It Iilkt agar\I insuros lldvurzu m:lllor1l pursunnllO SoctIUl. 027 .IU<I 1,1'.::1. (1!Jl)UI, us IlmunrJucl
ESCROW: Anv oscrow agenl I.~n leceIvlng lunds or 8()UfY1I1onI1s OUlllOllZttd llllCl l\C.JfOO!I by 11Cf:l111nncc of'lhem 10 doposil lhem promflllV, hold S.'lr'''' in CSCfOW and, sullJC'
ClC!8lDncll, dISburse lhem III accordanco with lerms onr.l cOI\lJlllOl1S 01 Conb6ld. fnilwu ul c1ui1lWICl: ul IUlIl.!:i !IImU 1101 CIlCUltU Buvor'lI Pt/l'1...nlGflCO. II it) clJulJl os 10 Avutl1'5 I.....
ll;1bllihes unlkJr lho provislons 01 ConI(DCI, Aoer\I may, 01 A{JI!nI'S opIioIl, CC\llhl....' lu hold 11M' ::ul\tL'cl II 1:11 h,"1 01 1110 uscrow unltl lho p:\lllO::I mutually :I\Jl'uu 10 liS Ih:ilJur5lll......
unlll a IUdgmenI ol 0 ca.I ClI compolelll junSdCliOIl sllall diMermine 1110 rlUhls 01 Iho purllOs or l\4j(:nl rnnv oopostl S1U1\O wtlh 100 dork IJ/ 1110 CIrCUli courl IvMIlIJ jlMJ1I(hC'IO,
lho ~. Upon nolilying III pcIrtI83 c;o"cehll!ld 01 8Ud1 nChorl, 01 IlDbIIily on lhu pari 01 AgI,..nl shall lully 1t.'fll'llfl:IIU, Ca:upl Iu lhe olllenl <If DccounluJ Iua' \II1V .IOIIIS prUVOIIl.:.,
~J nul 01 escrow. 1\ a llcensod rrml oslnle broiler, Agenl will COIYIflty with 1IfOVIliIlIIIS 01 CI~llltcr '175, r~, I IUU!)I, liS nmondod, lul'f suit bolWVltll \3uvt..'f IMKI Selk., WIIL'WMI 1\1.,.:,
mati\! a parlV becnusu III acting os ,I\gool herou\(lcr, or in Illly IIUII w1lC:1oin J\(JI.'lM illlwplulllls Iho !>lllJtllcl lIIullcr 01 lho OSCl'OlY, AOuIlI 5\lQn .0C0Wtlf IUu:.Ol"lllto Dlh)l'.IlJV'!i IL'"
o coils IIlCUrrocJ with Iho lees and cosall 10 be paid lrom oncI out 01 lhe rn&crowed hH\l1s CH UQUlYak.'fl1 Hnd L1~Irgod orld IIWUItIod ll:I courl costs 11\ IlIYUl 01 lhu prw:"....U ');JII'
rtlllS lIQf88 11\"1 Agen\ shall not be b:Ji*) 10 8rI'f parly or jl(!fSon lor O\IS(\Q\.yury 10 Duy..'f or fll.lllur 01 ,lI!OI:: !lUt)fCC1 \0 Un oscrow, un\O~s uuch millddlMlrv i!.i lIul: 10 wlHlul lit....;"
illS c:o.WDC\ or gross I1U(JIIuonco 01 Agont.
ATTORNEY'S FEES: COSTS: In 0II'f litigalion arising out oIlhis Con1mcl, IIIlJ provatl~ parly u\ wrJI hlty;\IIOO wIlictI, lor lho flU'POIOI 01 UIi!I SWndartI, !;I)u. i1ldutJo Sl:tk:r, 1:'./,
'''19 ""*-, Buyer's brdler IJIld any fIAlarjOllts 10 lho tr.raslg br'cNlr or Buyt.'f" lliukur, sh:JI11Jo t.lllhlk.od 10 1l":UYL'f .uusortulJlo ollorney's 1001 Dnrt COIIls.
FIUl.URE OF. PEm:o~ a Buwer ~ 10 pertann lhis ConkoCl will\lI1 1"0 lime !If\ClClhed, jlldudil\lJ p:l'flnenI 01 III dDpoSilll), lhe dcposll!/ll pilllI try Duy..'f mill rtapoo~.H
...eeI 10 be peid, ~ be retained bop 0( Iar the KCOuIII 01 5tJIor ItS ogroocl UlDI ~L'(J lIu""'tJI..':.o, t.:OI~ Iar Iho UX8QIlilln 01 Ihis COlllIll<..1 ...011\ lull 1kII1k."I~d 01 ""
~ ~ Bu,er IIIId ~ 1hIII....--. 01 aI ~ uncIl!r COIIIJUd; or ~,:II ~.....,':. upllUI', m."ly ,wDCUtllI "I uquiIy Iu U1l1otw Su\kl('1I1'1I1lS WIlU UII:l COll","
Ia MV.faI!IlIR oINr NUl .... 01 SeIer k) m*t SoIor's IiIlo I~ :JIlUI cJiItUuIll ellUl'I, ~i&lIk.., L..as. .u/lUCi. << fUMtuII 10 r-tl'"" lhilI Ccnrnct, Ihu ~ IIDV lIU(lk ""'Clio
,1OI....:.t a eIIIId 10 ~ .. "*'"' at au,.n ......11 ....... lhun!Ly -10 "''V cx;tUI lor .Llttl:l\JU5 ",;....IU ...... ~'. brulIcIl.
C".oNYI'W:T NOT AECOADMILEi PERSONS DOUNO: HOTk.-e: ....,.. II. CottlfllCl, nor un., notICe 01 it 1Ih:III he f\ICOIdIId in DI"f puIIIc rnc:aaa, nll'J c...llItJCl 1II~. 111I'" ,..,
". 1\0 .. ...... ell 1IIe...... end ... - __ In Inlannll wtw.._ Ihu COIlvllI IJQInlltS. .'IIf\YUIlIr ~.. IIICIIadu ,... ond _ UIfIIIW IihIIIlIACIUW uI. NIJIICl: .......,.. ...
I" ....... __ IJlIrt'I ....... lIS ~ .. iI ....., 11\I or 10 tn:II 1XWIl'
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c.a.......tIBIIlas ~T J~ l!\ f'---' _..s.... '*__ ~I "" ~,FWaa..Ay !Itd. at IMQU12S1 uI au,., lID ..-......... UW' ..,....... PI uI lo.A.I ..... ........"
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'Fill' 11 .. s... _ ... _ _ _ IKIs _ 10 ~ 1 ~....... at tha FtnnI ~ ....,. _ ... ..... .....,...' '''' 1_. '" ..,-
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BID RESPONSE FORM 111-89
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Item
No.
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Commodity De~crlptlon
COUTRACT FOR FIVE (5) YEARS TO PROVIDE HYDROGBN PEROXIDE
CIIEHlCAL FEED SYSTEK AS SPECIFIED IN THE AnACBED BID'
PACKAGE, PAGE 5.
I
ONLY VEnDon~ ~ABLE'OF ~RO~IDING COMPLETE TURN ~EY SERVICE
CONTRACT TO PROVIDE HlDROGEN PERQXIDE SYSTEK WIJJ. DR
COnSIDERED l.QB. THIS BID.'
Payment terms.
Net 15 Days
Contact F. J. Janocha, 813/462-6660 with questions regarding
specifications.
t
BIDDER REPRESENTATION
I represent that this. bid is submitted in compliance with all
terms, conditions and specifications of the Invitation for
Bid and that I am authorized by the owners/principals to
execute and submit this bid on behalf of the business
identified balow.
..
BUSINESS NAME I Peroxidat.ion. Systems,. 'Inc7IDI
STREET ADDRESS. d~no F.. RrQadway. suite 602
86-0476360
CITY, STATE, ZIP'CODE.
S!GNATURE OF AUTHORIZED
DATE SUBMITTED.
"';:If 24,
:~;:~<>Q'tZ~
1999 TELEPHONE 602-327-0277
407-578-5157
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Furnish, install end oper8te II If)Urogen Peroxide dImes! Feed Systt!:i! t.o .:::~, .'
controlllydrogen Sulfide (1I2S) In 'lhe sewege eolleetlon system of the I.tlr-!~.: {; ·
City of Clelltwster. . Snld 8)'lIten to be eomplete with all equipnent, ~ l,ef':..;: ,
chemiceln end servIces .required to ftccOOl'llsh the reduction of II~S in f;:.ii.:
~ccordence with tedullcal'8pec~flcatlOll3 a~tach~t 2 (1'81. ,l-'J~. ~:)::Jllk: I. .'... ~.
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Futl~18h bid pricl~lg in 'itec;~~e" wUh'^ttaci~t': 1. ....;~,}:.:i;~J;'.r.;;:i'.\i;~:~;.~.t:n;:(iJif ~ ~ i~:
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Furnish specifications. end dr;nwirrgs. detll~ling equlpnent to be inBt~lled, .,,:./ ;
site locations, electrical. service" essement end site preparation" ~ .......! '.
requirements. Exist~ng dosing l!i~e..8peeifications available o~ tequ~t. .:':;::
. 4 4' . . f . ; .... ':.' . . . . f . I. ':.:~. t . .
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Furnish proposed site preparation end equipnent installation schedule '.J:"':?::~',
for each site. All sitea to be fullyoperstlonal 8S 1I00t1 M poss~ble, .'t,":):~ .', '.'
but l10t later Utan September 1, 1989. ~JI'~J'.ii{t;~:';.:'f:P:':' ,:.;..~:, ~:."I ,;:~~/.. ;'fr,;;...~t;V~:i,::..'.'~
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Furnish s bid deposit equal to 3% of the total projected first .year ..:;:t,ff,,;V1,i; .
cost of enUil"'fNlht and services to LI1! Gity' !......;.!: ...:.... .,..)41. .:... ;~..t"A.,'~!"~I.
... r.'-. '. U .A "'t 'a 'I,:j. J . ,I .... I'; .:. .. · 'n~". :,...
. . "~~."C.';:~.:I.;.i..~.,.J,.~ '. '. '..:.... :.,":!~';;i~I;::~':~!~:j~~;::~.
Suhnit pro;xJsals en bidders letterhead in three (3) copIes with '\' ::. ....:,I.!~1i.::l~.; 'o;! :.
appropriate attechnents as hecessary.' Proposals to be signed by the :!iA!;l~:.~;"'~' :
bidders representetive properly euthorlzed to execute . such docll1Jenl:s IJ(?'~}):,':ii' '.
on behalf of bldd~.'.. (~~~. ~~~cI~t~#~~,~.~..:~~.t'l?~~~~~f~}I:~~~l.~~.~~~?~~~~}.!:~~.r.'; ~'.
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furnish a perfotmance bond equal.to'10' % of the totsl projected annusl.ttl,';r~:~.!:".
cost: to the City to the Purchasing Officer within ten (10) days after 'Y. .:.'.:.1;:....
receipt of notification of . initial 'contract award by the City ~ss~~~:d .:,',
Each yesr thereafter, upon notification of spproval of contrsct .';tt.r~:i ~:'::'."
extension, rot at least tldrty (30) days. prior to the effective date f\!:.:~..~.::~:'..
of ~ontrect extension, the controctor shall furnish a performance boncl'.!h:~'/; .'
equal,to 10 1. of the total'annual projected contr8ct cost, 8gre~ .t~ :';~'.i..~~t::", "
by the City sncI th~ ~o~~;r~.~tor,. of.,tbe ~~ten~.l~~,~.~!::.;' .l.':;,'.;'.. :.~.::~~.;.: .;;!:~::i:f;l~t~.;::1 ';
Bidder will supply list' of three '(3)~ clients who ere currently mdng' ~h::l:t':Ji!:.:':/
their chemical, equi~ent:Qnd servIces. to pr~de hydrogen 8~lf~de. :~.~i'~~':~;.,'l.i:f:!~;
control. ,; .', ',.',: f'" ,', :'r" . .... ...:.. :.:' ......:.~t..;"....lr.. .~..
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ATTAClutEltT 1 ,."
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A. Biddei-s shall calculate and record fixed alld variable costs
for ~ach of the five (5) contract years, using the format
below. Attach narrative to explail1 pro:Jections as hecessary.
five' (5) separate submittals are requIred, labole~ fo~~ach,
year, i.e., first year, seoond year, ete'- '..' " '.
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Examnle
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(1)
Equipment purchase or lease '(Fixe~ Cost).
'~(A)
(D)
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(e) Ibs .,
, :
Equipment installation (Fixed cost).
service/mailltenanc~ '(Fixed cost).
. . . .
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(Variable cost).
Equipment
:
Chemicals
Tot:al system Cost: (i.e.. (.1)
(4)
~bDve)'
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( ~ ), : J 3 ),
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Footnotes:
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(A'
Include costs for, 81l,JJltes,'
costs are" different. If
separat:ely.' '
bnless site equipment
so, list each, site
(B)
Bake no entry
purchase pric~.
if
included
or
either
in
lease
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(C)
Include packaging, h~hdlil1g and trBhspo~tation.
B. Complete the followirlg calculation' fel; .f.J.rst: y!!ar onlyt
....
"
to be ~emoved; times'(X)
Ibs~ of,chemical required for
(X) '" price per lb.
(-) $ projected
Estimated 348,000 lbe. "28
number of
each lb. 112S removed, times
of chemical required equals
fir~t year cust to cit~.
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1echniqal s09clt.J.ntions fQ.r,llvdroqen P~roxltl~ SYflhnu
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Bidder sf~~l! supply, equipment and a sufficient: qUll~tity of
chemical ,if I order to provide for contlnuou!I 'removal of hydrogen
sui fide 'from the eH:! of' Clearwater'lI wastewater co11eotion
system. 'Jlydrogen slllf de shall be removed ~o 't.lle extent that 8
maKimum of 1 rng/l residual 1128 nhall remain lit: the Harshall street,:,,'.,
Bnd eBst: plant: influent:s and at selected pumping stations whleh,,"
shall be des1Qt1Bt:ed 8S' monltorinq slteg "nd a maximum of O~5 IIIg/1
residual 112S shall remain at the hortl181lllt plant influent.
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"'arsha!l st. ~laJlt:. - t:otal ADr 6.6 JDgd
chemical t:rea t:m~nt: for thig facllit:y had only been praoticed in.:
three locations in Clearwater Seach (msrked A, Band C. on map)' . ,
. If '..
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es tlma t:ed IU1 3.5 mgd,. ". IIZ8 levels' ayg: : 14.. , 000"' ~bs. : .
1. . . . '.,
,
Beach flows
per year.
Present monitoring sites for measuring H2S levels.
. : . . . . . .' :. . .
Pol"~ I.~ Bayfront 11ft: station
Sand Key Brld9B Tllp , ,'", "
Uarshall st. influent' :'
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2.
3.
~
northeast: Plant; - total ADF' ~.O IDgd..,.' ':
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Preseilt chemical treatment applied ,at points D, I, r, & 0 (see map'
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112S levels avg. 159,000 Ibs. !Jer Y~Bt; , ~,
...... ..;
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Present monitoring poiuts for m,e89u~ln9 .J12fJl
,
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1.
2.
Point J - Alligator pump station ,
northeast pla!lt influent:: . ' .'
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];t:~t Plf\n~
Ingd
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total- ADF 3.0
, ~'
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Present: chemical treatment:' at po1nt,lt: ~. JI2S level. avg. :45,000 lbe.
pl1r year. ' ...,. .
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Present: monitoring point for JfteBsu~1n9 8281
1. East plant influent . , . : ' "
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Bidders are not restrict:ed to sites presently being used: Bidders
may select 8ny sites within the city's C!o11eotlon system in order
to Bch!cVB t:he deglrf!d resulto.' Jlowever, the' city recommends
dos!nq at the current' nites,. which Jnolude. Sand Iter" Hsndalay
Park, The J.larlne soience center, lIerculea and Lak.ev aw, Solids
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Waste Tnsnsfer station,
Uortheast: Plant.
.
stepheps .Park" Allen Avenue and ,at t.h8
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Successful bidder shall
installation for chemical
application:
1. Chem.ical storage' tank(s) minimum cap 1,000 gallons' at all
sites except stevens Park and ,Northeast Plant: where. 300
gallon cap is req~ired. " .
8upply Ita
dosage 'at
t.he . city thB
each required
following
point: of
2.
lIy d rogen pe roxide. s torilgB, 8ud
specifications.
dosing
equipment
4t
A.
\ .
storage Tank' '.
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1\ 1000 horizontal.. skid mounted or 300 gallon vertical"
tank constructed of .croBs-linked high 'density.
polyethylene with special,., UV. light: stabl1izer!f and no
titanium or carbon based plqments (Phillips resin or
e9). . lIigh purity aluminwn' (5254) . may also be used.
Tank equipped wit~ 2" Sch.'. 80 fill line, aluminum qu1ck
connects, Bnd' a 16"" minimuM combined Jnsnway and vent:.
Tank rated for minimum 10 Ibs./gal. density. '
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B.
Pumps
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Dual U~I elect:ronic' metering pumps or' pulsafeeder.
metering pumps with ,an output range of at leest 0.2-2.5 .
gph and a discharge pressure of 100 psi. All , wet:t~d.
parts compatible with 50' 11202 (stainless steel, teflon,
or ceramic). Pumps are skid mounted with at least olle
operated by, a 24 hour tlme(. " ' , "
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c. Piping and Fittings, .;
All materials are st81~less steel Dr high I purity'
aluminum with t:eflon seals and viton a-rings. Valves
are vented. ball 'valves to prevent internal pressure
build-Up, and pressure relief valves ere used Bnywhere
"202 'cpuld be trapped. systen designed with antlsiphon.
and check valves, and pressure gauge _, .
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D.
,Electrical
system'designed for'autdoor use at 110V AC with separets'
op~rBtJ.onal controls far each pump. A 24 hour timer
capable of 15 minutes on/off cycles 'is wired into at
least one of the pump systems.
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E. Passivation
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All tanks, pumps and pipih9 are passivated before 8202
use according to,0202 manufaoturer'_ .paoificatiohs.
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F.
Safety
, ,
All units are equipped with a standard safety shower/eye "
wash station deB19hed for outdoor use. . Tanks are ,.
.,.' properly labeled, for 50\' 11202 storage and Il safety .
. poster showing spIll, fire, and perBanal safety
proceduren is provided. ^ safety manual meeting the
requiremellt:s of the Florida "Right. to Know" law -1...
included. '
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3. Scope of services to be provided by ~~ndor will include.
c.
D.
E.
F.
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System start~up .and ?ptimlza~lon ,
, ..
System st:art:-up Dnd optimization to establish
dosing levels that will provide' the requir~d
sulfide control.,' :.,.. ' .
....
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chemical '
level .of
B.
Documented on-going H9n~tor~ng and optimIzatio~
. ,
Weekly monitoring and continuous optimization to provide,
optimum control at nlnlmal' costs. ,The field specialist
assigned to the system will monitor dulflde levels In
the liquid Bnd air, 'wastewBter ternperature,' pll and 11202
residual levels to insure'that dosing'rated and patterns,
are correct:. " A, monthly., report ,including a 1,1 , data
collected'and recommendations will ~e submitted.
Equipment Maintenance :
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The storage,' dosing and safety equipment wIll 'be
maintained ~by . field servIce personnel and ,weekly
equipment check lists will be submit.ted with the monthly
report ~ " '
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24 Jlour Emergency Response.....
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24 hour emergency response will be furnIshed by
supplier via .1ocal'serviQ~ representatIve." ,
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Scheduled Jlydrogen PeroxIde Veliverll!s
, ..
Deliveries will be scheduled by the'supplier'to insure
that dosIng units do hot run out of product., A printed
meter or weight. ticket 'will be',supplied to insure
accurate deliveries and proper billing-
suI f ide surveys/~~oublesbootin,g
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rield service personnel will 'investigate any odor or
suI fide corrosion problems in t.he existIng system as
well as provide sulfide survey. at'any new or potentIal
problem sites. ~ ,
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G. Safety Training
^ gafety training s8dsion will be held for sUbsoriber'.
personnel as needed or requested.
The sYBtem "'must be bid complet:e, that: Is, ali equipment:, chemJcal
and service to accom'plJsh the reduct:lon of' 1128 with!n . the
guidelilJeS out.llned above and' at, the lowest cost to the city.,':
1'ho city shnll provld~ 'eleo~ri~~~ 88rvl~a" and .19oessary easement ~::
for ench chemical OIJI,li~llt:loll nitn. ' city ,,111 provide cc.'orate"
pads and security fellc1rlg at each 1I1~8 aD required.
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1'he cl t:l' !flan!! ,,"nl,lln nUtI 'l:nnt: nn " J:',,~ulftr bnnln t.o dAtermlno'
tho t Jl2S 1 evels meet: contract. requirement... ' '1'8nt:.itlfl ""ft11 "m.,1 It"
stondard analytical me~hod(s), aqreed upon in advance by ~lty, and,
contractor. ", :".. I
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Tile initial contract perf~rma"ce'~erJ~d'~hftll'be:~or one (l).~e&r;,~'
subject to annual renewal by mutual cbnsent 8ftch year ~hereafter, '
for a total contract: performance periad hot to exceed five' -, (5)
years. The city shall furnish to the cOhtractor written notice of.
Intent to renew at: least ninety' (90): days prior' to tile expiration'"
of each one (1) year period., ,.j.... " , , . ..' :,' ,
, , I' , "
The c~l1tract may be termlt1ated' for th~. cOIJvenlence of the city 'at
any time with sixty (6d) days writteh'notl~e setting farth'teBBonB;
tllerefore. Any costs related to such termination shal! be subject
to negotiation, except that, if' terminatIon, results from lIon-
appropriation of funds by the city comm18s1on, the'contrec!: shell'
terminate without cost liability to 'the' city. T~rmllJatJol1 for
default: in contractors performance 'shall' be initIated in
BccordaJ1Ce with provisions relating to .tha PerformstJoa, lJoild.
, ,
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I f for auy reason, except: Acts of' God or delays caused by the
c! ty, the contractor cannot meet" the operational start: date of
September 1, 1989 for all sites, proposed to and agreed to by the
cl ty, tho contraQt:or, shall assumo responsibility for: payment of,' ,
all costs Incurred by the cit:y to purchase odor: cont:rol servic!!8
from its present: supplier until all sites are operat.Ionsl. ,
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0,1
Attachment I
A. Schedule of Fees (Year 1)
Equipment Lease (fixed)
Equipment Installation (fixed)*
Equipment Service & Maintenance (fixed)**
Chemicals (variable cost with base
chemical price=$0.705/lb. 100' 8202)***
$ 12,000.00
1.
2.
3.
4.
-0-
49,000.00
245,340.>>00
Projected Total System Cost (Year 1)
$ 306,340.00
B. Chemical Calculationsl
Estimated 349,000 Ibs. H2S to be removed, times (X) A lb. of
chemical required for each lb. of H2S removed, times (X)
$0.705 per lb. of 100' chemical required, equals (-)
$245.340.00 projected 1st year cost to City..
* All of our equipment is installed already
** A major maintenance and upgrade program is underway to improve
overall appearance and performance. This will be accomplished
witho~t any interruption of service.
***
PSI agrees to control H2S being treated at the following
sites; Sand Rey, Mandalay Park, Marine Science Center,
Hercules and Lakeview, Solid Wastes Transfer Station and
Stephens Park, Allen Ave. and Northeast Plant.
, Pg. 1 of 2
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Heeting Date__8-01-91
.~~~~~:~:;~_~_~'I~"""
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CLEARWATER CITY COHHISSION
Agenda Cover Memorandum ,..,..,
.,
, , '~ SUBJECT I Engineering Services. CItywide Storm Water and Watershed Management Master Plan
RECOMMENDATION/MOTION: Approve the ranking of prospective consulting engineers to prepare a Citywide Storm Water and
Watershed Management Master Plan, as prepared by the Consultant Selection Committee and authorize negotiations with the selected
firms in order of their ranking.
BACKGROUND: The quality of water in our Nation's lakes, streams, bays and harbors has recently gained considerable attention
and focus from Regulatory Agencies; Federal, State, and local Legislators; Environmentalists and local citizens. According to the
"National Water Quality Inventory, 1988 Report to Congress", pollution from sources, such as agriculture, urban areas: construction
sites, land disposal and mining, are the leading causes of water quality impairment.
Urbanization and the past practice of draining wetlands led to high flood levels. This, in turn, prompted remedial flood control drainage
projects. On-site storm water management then emerged and was reflected in various land development requirements. To date, these
on-site water management activities have had only a subtle effect on the evc1\oincreasing \"Iater qual,ty problem.
Nothing has brought the water quality issue closer to home than the recent United States Environmental Protection Agency's National
Pollution Discharge Elimination System (NPDES), Permit Application Regulations for Storm Water Discharges. Hundreds of
municipalities and private owners must now obtain permits for storm water discharges that can be as small as construction activities
on a five acre site or runoff from a service station. Storm water management programs must be developed to include both structural
and non-structural best management practices (BMP), to meet both flooding and water quality requirements. A comprehensive Storm
Water and Watershed Management Master Plan will be necessary to describe conditions in Clearwater, identify needs, list and prioritize
Capital Improvement Projects to meet water quality and quantity needs, develop pollution-abatement programs of a non-structural
nature, address the EP A NPDES requirements, and form the overall strategy for healthier receiving waters, to wit Tampa Bay and
Clearwater Harbor,
The City has advertised its need for a consulting firm to prepare the master plan, Nine firms responded to our advertisement. A
Consultant Selection Committee short-listed the firms to four candidates and each has made a two-hour presentation regarding their
qualifications, 'The firms have been ranked in the following order:
1. King Engineering Associates, Inc,
2. Dames & Moore, Ltd.
3. Parsons Brinkerhoff Quade & Douglas, Inc.
4. HDR Engineering, Inc,
It is recommended that the Commkc;ion approve the Selection Committee's ranking and authorize negotiations for contractual serviC"...s
in order of the ranking.
Revle.Jed by: Orlglnat1~ Dept. Costs: MIA - 0 ~Isslon Action
Public Works ~,
Lega 1 N/A EnViro~a~ (Current FY) Appro'/ed
Budget N/A User Dept. ..., Funding Source: Approved
PurchasinQ N/A Capt. I~. w/conditions _____
Advertised: Denied
Risk Hgmt. NIA Operating
Cont'd to
CIS N/A Date: Other
ACH NIA Paper:
Appropriation Code(s) Attachments:
,C1) Not required N/A
Affected parties MIA
notified
Hot requ i~ ....Jj/A
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Plnellas 8unco.st
Transit Authority
14840 49th Street North
Clearwater, FL 34622-2893
Telephone (813) 53().9921
Fax (813) 535.5580
June 5, 1991
Mr.
city
Michael Wright, City Manager
of Clearwater
P.o. Box 4748
Clearwater, FL 34618-4748
Dear Mr. Wright:
The term of one of the
PSTA Board of Directors
are requesting
from September
two City
expires
of Clearwater appointments to the
within the next few months and we
appointment be made for a three year term
to September 28, 1994.
that an
28, 1991
Mr. Donald Williams is the current appointee serving
expires September 28, 1991. There is no statutory
reappointment to the board if the City should so
this term that
barrier for a
desire.
Thank you for your attention to this appointment request.
Sincerely,
PINELLAS
,"J
IItjil
Roger Sweeney
Executive Director
SUNCOAST
~~."/
TRANSIT AUTHORITY
RS:mn
cc:
Gene Downs, PSTA Chairperson
Donald Williams
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CLEARWATER CITY COMMISSION
Agenda Cover Memorandum
~w (, Item'
31
;;I.~
Meeting Date:
8/1191
Subject:c.O....,o East Advanced Pollution Control Facility - CL 87072-2
Recommendation/Motion:
Approve Change Order No. 1.Q..to the Contract for the East Advanced Pollution Control Facility. Increasing the
Contract amount by $27.1 40 .O~ adjusting the Total Contract amount from $14.452.598.00 to
$14.479.738.00.
rx and that the appropriate officials be authorized to execute same.
BACKGROUND:
The purpose of this Change Order No. .1Q is to compensate the Contractor for the new work he has been directed
to perform at the East Advanced Pollution Control Facility; Also Included i~~ a "Credit" to the City for the
deletion of portions of the original bid work not required to complete the project.
Item A - Install an Aluminum Maintenance Platform with a fiberglass
. grating, at the Influent Structure Mechanical Bar Screen.
(No material ordered)
$29,293.00
Item 8 - ".Qllil." provided a Credit for the deletion of three (3) precast concrete
Manholes DQ1 required to complete the dewatering system.
(Work Completed) =
($ 2, 1 53 .00)
Total Change or Increase
~27 J40.P1
These changes result in the following adjustments of the Contract Price:
Contract Price prior to this Change Order =
Net (Increase) resulting from this Change Order =
Current Contract Price Including this Change Order =
i14.452.598.~
$ 27.140,00
$14.479.738.00
There is .!1Q. increase in the Contract Time.
The available balance in this project is sufficient to provide funds for the project.
Continued next page
Reviewed by: ~'
Legal
Budget ~ '
Purchasing N
Risk Mgmt. NA
OIS NA
ACM NA
Other
In8tlng Dept.:
Public WOl'ks
User Dept.:
W.P.C.
Advertll8d:
Date:
Paper:
[j Not required
Affected parties
(]I Notified
o Not required
Costs: $27.140 _ 00
Total
./
Current FY
Funding Source:
{j Capt. Imp.
o Operating
o Other
Commission Action:
--"<APproved
/is-APproved w/conditions
o Oented
o Continued to:
Attechments:
Change Order No. .!! including
Exhibit Item "A" and "j!".
Appropriation Code:
343-1-6627-638/535
o None
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East Advanced Pollution Control Facility
Agenda Cover Memorandum for Change Order No.1Q.
Page two
If Item a had been Included in the original contract, the cost of the work would be approximately the same as
the price negotiated for the Change Order. Detailed Change Order forms which bocome a part of the Contract
are attached for further Information.
An explanation of chanQes is as follows:
.' 4
Item "A" - The City (W.P.C.) requested that the Engineers prepare an Engineering Order which would provide
for the installation of a maintenance platform at the Influent Structure machanlcal bar screen. The
work Included the Installation of aluminum columns and channels, 5-lnch concrete reinforced slab,
new aluminum handrail, modifications to the existing handrail, new fiberglass grating, the
relocation of an existing 2-inch effluent flushing water line, and the equipment renial necessaiy
for the Installation.
Item "B" -The Contractor requested that three (3) proposed standard precast concrete manholes be eliminated
from the dewatering system. The deletion of these manholes In no way affected the operation of the
dewatering system. The City's Consulting Engineers (BWA) approved the delation of the manholes
with a reasonable "~" to the City of Clearwater.
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No. 10 ;f.4 '"', ,p,/.
;.~ ;:
CHANGE ORDER
Dated
. .J.u.lY. ~ ~ . !~~1.
. .
----------
OWl'lER.s P:cj~c:t No.. . . . . . . . . . . . .. · . . . . . . . . . .
ENGINEER.~ Prejec No.
CL 87072-2
. . . . . . . . . . . . . . . . . . . . . . .
Project
East Advanced Pollution Control Facility
......... a.. ...... .............. .... .......
Danis Industries Corporation, 101 W. Landstreet Road, Orlando, Florida 32824
CONTR,..\CTOR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . .. . . . . . . . . . . . . . . . . . . . . . .
July 3, 1989
Contr~ct For
$13,880,000.00
Contr2c1 Date
.-...........
. . . . . . .. . . . . . .
............. ... ... ... ....~.....
To:
Danis Industries Corporation
.".......................................................c......................
CONT.iU.c:rOR.
You arc directed to m:z.Xe the ci::mgc:s noted below in the :rooic::t C~ntrac-~
This Change Order
to compensate the
new work he has
all as described in
Exhibit Item "B" provides
to the City for deleted work.
No. 10 is prepared
Contractor for the
been directed to perform
Exhibit Items " A " ;
a "Credit"
. S!~y. .0.( fl~~t:~~te.r.
OWNER
. . . . .4. . . . . . . . . . .
By Citi
Dated
.Manager
. . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . ... . . . . . . . . 19. ~.!. . . . .
Nature ei the C13nges
Contract Amount is increased by =
$271140.00
E.1c:c:rorc::
See Attachments to Change Order No. 10.
Thc::c c:h2Z1g= result in the roIIewing ~djustmcnt of Cont.r:e:. Prlc: :nd Contr::c:t Tunc:
Contract Pric: Prior to 1"'nis C'1~se Ordc:
S.1~~~~~~~~8:2P.._..
.......
Net (Inc::::sc) (B~tinl from this ~~ Otdc:
s
27 140.00
.....1.................. .
Curtc:lt Cantnc P:ie::: Including 1"'= O:m~ Oreic
S 14 479 738.00
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Ccnlr2cl Time ]'tiur to nlis
Beneficially Complete = 578
Substantially Complete =
Totally Complete = 765
01:'"&= Ordcr . . . . . . .
days or 2-1-91
730 days or 7-3-91
days or 8-7-91
. . . . . .. . . . . . . -. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
cu.". ur ".,.)
Net ~~fiet(4){lI:R~ Resu1tin; from This Change Order. . ~IJ~IJ~~~~~.
. . . . . . . .
.....................
(D.)'.)
CU~tcnt Ccntt2ct Tame Including This Ch:ansc Order
All as listed above
.........................
....................
(D.". or Oal_)
The Above Changes .Are Approved:
Briley, ild 1&
........
Inc.
. . . . . . . . ~ . . . . . . 0
........'
Dennis, P.
E.
7,t It!.. .. .
, 19.9.1.
. . . . . . . . . . . . . . . . .
The Above Changes 'Are Accepted:
Danis Industries Corporation
............ ............ ..........
CONTRACTOR ,.
1 /},/? O~/)I
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. JVi-.Y.. /.1;.......... ..... .19.~1..."
ApprQved as to form and correctness:
A pproved by:
CITY OF C LEARW A TER, FLORIDA
C1ty Attorney",
M.' A. Galbraith, Jr.
City Manag-er I
Michael J. Wrigh t
Attest:
Countersigned :
City Clerk,
Cynthia E. Goudeau
Mayor-Commissione=j
Rita Garvey
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ATTACHMENT
EAST ADVANCED POLLUTION CONTROL FACILITY
EXHIBITS TO CHANGE ORDER NO.1 Q
CONTRACTOR:
Project No:
Danis Industries Corporation
101 'W. Landstreet Road
Orlando, Rorida 32824
CL 87072-2
Purpose: This Change Order No, 1Q has been prepared to compensate the Contractor for the ~
~ he has been directed to perform, all as further described in Exhibit Items" A". Exhibit Item
:Ir: provides the City with a "ill.dit" for the deletion of portions of the original Bid work.
INSTALL A MAlNTEN ANCE PLATFORM ADJACENT TO THE MECHANICAL
BAR SCREEN AT THE INFLUENT STRUCTURE.
Exhibit Item" A"
(Refer to E.G. No. 19 A dated 6-6-91; Also see Danis letter of 6-17-91 and BW A letter dated.Q:l2:
ill
In order to provide a "safe work" area for the Plant Operating Personnel, the City (W.P.C.)
requested the Engineer to direct the Contractor to install a platform on ".QQ1h" the east and south-
sides of the structure, using aluminum columns and channels, fiberglass grating, new aluminum
handrail as well as modifications to the existing handrail, relocation of an existing 2-inch effluent
flushing water line, and construct a S-inch thick concrete reinforced slab necessaxy to install the
support columns.
The following cost is fair and reasonable, and it is recommended by the City's Consulting
Engineers (BW A) that it be accepted and the Contractor reimbursed for his added expense.
Description:
A mount:
"Labor" cost to install new platform on "bQ1h" the south and
east-sides of the Influent Structure, including the necessary
modifications to the existing handrail. =
$ 7,041.00
Material cost for new Aluminum handrail, columns, channel
suppons, expansion anchors, and -fiberglass grating. =
$17,500.00
Subtotal =
$24,541.00
Sales Tax (7%), Insurance and Bond =
$ 2,089.00
Subtotal =
$26,630.00
General Contractor's Fee (10%) =
S 2,663.00
TOTAL INCREASED COST =
$29.293,00
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CREDIT PROVIDED THE CITY FOR THE DET .ETION OF MANHOLE ilK" (NEAR
DEW ATERlNG PUMP ST A TrON). MANHOLE "M" (NEAR CONTROL BUILDING)r
AND MANHOLE "P' (NEAR TIm ODOR CONTROL TOWER).
EKhibit Item liB"
(Refer to Danis Letter of 9-11-89)
The Contractor requested that three (3) Standard Manholes be "deleted" from the dewatering
system. The deletion of the Manholes in no way affected the operation of the dewatering system.
The Engineer approved the deletion and requested that a credit be provided by the Contractor to the
City.
,The Contractor has offered the following credi t for the deletion of the manholes and it is
recommended by the City's Consulting Engineers (BW A) that it be accepted.
Description:
Amount:
"Credit" to the City for the deletion of Manholes "K") "M" and
"1)" _
....-
($2,153.00)
TOTAL "DECREASED" AMOUNT =
($2.153.00)
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SUMMARY OF CONSTRUCTION COSTS
Original Contract Total Lump Sum Bid Amount = $13,880,000.00
Increase Decrease
Adjusted Contract Total
Bid Amount by Previously
Approved Change Order No. 1 = $31,213.00 ---------- $13,911,213.00
Adjusted Contract Total
Bid'Amount by Previously
Approved Change Order No. 2. = $10,223.00 ---------- $13,921,436.00
Adjusted Contract Total
Bid Amount by Previously
Approved Change Order No. ~ = $32,967.00 ---------- $13,954,403.00
Adjusted Contract Total
Bid Amount by Previously
Approved Change Order No. ~ = $142,282.00 ------.-. $14,096,685.00
Adjusted Contract Total
Bid Amount by Previously
Approved Change Order No. 5. = $10,838.00 --------- $14,107,523.00
Adjusted Contract Total
Bid Amount by Previously
Approved Change Order No. .Q. = $73,389.00 --------- $14,180,912.00
Adjusted Contract Total
Bid Amount by Previously
Approved Change Order No, 1 = $51,521.00 --------- $14,232,433.00
Adjusted Contract Total
Bid Amount by Previously
Approved Change Order No, .8. = $20,165.00 -------- $14,252,598.00
Adjusted Contract Total
Bid Amount by Previously
Approved Change Order No. 2. = $200,000.00 --------- $14,452,598.00
Adjusted Contract Total
Lump Sum Bid Amount
by this Change Order No. .lS1.
Exhibit Item" A" -
$29,293.00
Adjusted Contract Total Lump
Sum Bid Amount by this Change
Order No..lQ Exhibit Item "B" =
($2,153.00)
"HEr' Increase by this Change Order No.lQ. =
Adjusted Total Lump Sum Bid Amount by this Change Order No. .lil.=
$27,140.00
$14.479.738.00
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SUBJECT:
Revalidation of the
Located on the east
street/Frank Kunnen,
pLb 511em M
CLEARWATER CITY COMMISSION
Agenda Cover Memorandum
8/01/91
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Meeting Date:
Certified Site Plan for Clearwater
side of U.S. 19 approximately 1,~OO
Jr. ( owner) .
19 Industrial Park/
feet north of Drew
(PSP 82-25)
RECOMMENDATION:
City commission approve the revalidation of the Final 'site Plan
of 18 months for Clearwater "19"
conditions listed on page 2.
Industrial/Commerce Park
for a
subject
period
to the
[ ] And that the appropriate officials be authorized to execute same.
BACKGROUND:
This is a request for Revaliqation of the Final site Plan for Clearwater 19
Industrial/Commerce Park located at 21903-22199 UGS' 19 North. The owner is
requesting a reval ida tion per iod of three (3) years. Previously,' this site has
been the subject of numerous site plan amendments and revalidations dating back
to September 16, 1982 (See attached memo dated June 20, 1988). A listing of
a~l previous conditions is provided on page 2 and 3 of this staff report.
Staff suggests that due to numerous extensions granted that this revalidation
period be 18 months.
! ~
. .
Final Commission action on this original Final site Plan for this property
requires that the Commission approve all amendme~ts/revalidation to the site
plan.
This property is the subject of property condemnation for highway improvements
by the Florida Department of Transportation. However, this should have no
bearing on the decision by the city Commission for the revalidation of the site
plan.
Reviewed by:
Legal ~
Budget M
Purchasing W\
Risk Mgmt. ~
DIS ~~
ACM ~.
Other ~
Costs:
W\
Total
CO"JP"ssl~n Action:
~ Approved
o Approved w/condltlons
o Denied
o Continued to:
Orlglnatln '
A.PlfUNJ &"
User Dept.:
Current FV
Funding Source:
o Capt. tmp,
o Operating
o Other
Attachments:
Application
Memos (2)
Map,}
Advertised:
Dato:
Paper:
~ Not required
Affected parties
o Notified ,
(] Not required
~~
c~~ager
Appropriation Code:
o None
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C.C. 8/1/91
PSP 82-25
Page 2
LEGAL/ADDRESS/LOCATION/SIZE: Clearwater "19" Commerce Park IJot 1
and Lot 2, Sec. 8-29S-16E, M&B
32.02/21903-22199 U.S. 19
North/located on the east side of
u.s. 19 approximately 1,300 feet
north of Drew street/16 acres m.o.l.
OWNER/APPLICANT (BUSXNESS)/REPRESENTATXVE:
Frank Kunnen/Clearwater "19" Industrial-Commerce Park/Frank
Kunnen
REQUEST:
Revalidation of the Final site Plan
CODE SECTIONS:
section 137.010(c) (2)d.
ZONING/LAND USE PLAN DESIGNATION:
Limited Industrial (IL) District
SURROUNDING LAND USES: (Please refer to attached map for
zoning/LUP designation of surrounding properties)
NORTH:
SOUTH:
EAST:
WEST:
County Highway & Motor Pool
Auto Dealership, Bay Winds Apartments
Fairwood Forest (RPD 12)
U.S. 19
PREVIOUS RECOMMENDED CONDITIONS:
9/23/82 site Plan
1. Granting of right-of-way, drainage, and utility easements as
required by the City prior to the ini tial issuance of a
certificate of occupancy.
2. Any change in the individual uses or allocation of floor area
from that shown on the site plan shall be limited to that which
is consistent with the total number of parking spaces.
3. The requisite initial building permit(s) be issued within six
(6) months from the date of City commission approval of the site
plan and all requisite certificate(s) of occupancy be issued
within three (3) years from the date of issuance of the initial
building permit.
12/9/82 MINOR PLAN CHANGE
7/26/83 MINOR PLAN CHANGE
8/28/84 MINOR PLAN CHANGE
7/19/84 MINOR PLAN CHANGE WITH NEW CONDITION AS FOLLOWS:
NO NEW CONDITIONS
NO NEW CONDITIONS
NO NEW CONDITIONS
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PSP 82-28
Page 3
4. That the city Engineer approve the dust-free surface for outside
storage.
11/12/85 CITY COMMISSION APPROVED REVISED FINAL SITE PLAN WITH THE
FOLLOWING ADDED CONDITIONS:
5. An ingress-egress easement be provided over the private drive.
6. A private sanitary sewer easement be provided from the owner of
Lot 2 to the owner of Lot 1.
7. The requisite initial building permit(s) be procured within six
months from City commission approval of the revised final site
plan and all requisite certificate(s) of occupancy be procured
within two years from the date of issuance of the initial
building permit.
3/28/86 MINOR PLAN CHANGE - NO NEW CONDITIONS
7/12/88 REVALIDATION OF FINAL SITE PLAN WITH THE FOLLOWING
CONDITIONS:
8. All certificates of occupancy must be obtained by July 8, 1991.
9. Revalidation has no affect on any impact fee requirements now
in force or subsequently enacted.
NEW CONDITIONS RECOMMENDED WITH THIS REQUEST:
Revised condition #8 to read as follows:
8. All certificates of occupancy must be obtained by February 1,
1993.
New
10.
condition #10:
Signs and fencing/walls are subject to separate review and
permitting processes.
As conditions 1, 4, 5, and 6 have been addressed, and conditions 3
and 7 are no longer applicable, the revalidation of this site plan
is subject to conditions 2, 9, 10, and revised #8.
8225a.cc
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Joseph R. McFate. II. Director of Planning & Urban Development
Sandra E. Glatthorn, Development Planner II J'iP , '
Paula Harvey, Planning Director
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SUBJECT: Clearwater "19" (Commerce) Industrial Park Site Plan/Plat.
DATE:
June 20, 1988
According to our records, the following final action has taken place for
the Site Plan and Subdivision Plat for Clearwater "19" (Nineteen) Commerce
(Industrial) Park:
1.
9-16-82
9-23-82
2. 7-25-83
7-26-83
3. 8-27-84
8-28-84
4. 7-17-85
7-19-85
5. 11-7-85
11-12-85
Final Site Plan approved by City Commission (subject to
conditions, one being The requisite initial building
permit(s) be issued within 6 months from 9-16-82 and all
requisite certificate(s) of occupancy be issued within 3
yrs. from date of issuance of the initial building permit.)
Final Site Plan certified by City Clerk
Minor plan change approved by City Manager
Revised plan certified by City Clerk
Minor plan change approved by City Manager
Revised plan certified by City Clerk
Minor plan change approved by City Manager
Revised plan certified by City ,Clerk
Plan change approved by City Commission (subject to
conditions, one being: (the requisite initial building
permit(s) be procured within six months from City Commission
approved of the revised final site plan and all requisite
certificate(s) of occupancy be procured within two years
from the d~te of issuance of the initial building permit.)
Revised site plan certified by the City Clerk
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CITyJOF CLEARWATER
Interdepartment Cor~e8pondence Sheet
Joseph R. McFate, II, Director, Planning & Urban Development
Victor C. Chodora, Interim Director, Building Deparbment~
o
10:
FROM:
COPIES:
SUBJECT:
Clearwater Industrial Park - 601 thru 795 U. S. 19, North
.(
DATE:
June 20, 1988
Here is an updated list of permits by building address. The list
includes pe~it number, date received, and Certificate of Occupancy
date.
601 U. S. 19, North
603-631 U. s. 19, North
*633-659 U. S. 1~, North
687 U. s. 19, North
681-697 U. S. 19, North
721-741 U. S. 19, North
711-719 U. S. 19, North
701-709 U. s. 19, North
761 U. S. 19, North
(767-775)
777-795 U. S. 19, North
Permit 85-11-255
Rec'd 10-14-85
Permit 88-05-145
Rec'd 11-12-88
Permit 87-07-239
Rec'd 5-15-87
Permit 85-09-450
Rec'd 8-8-65
Permit 86-05-440
Rec'd 5-5-86
Permit 85-09-188
Rec'd 8-7-84
Permit 85-09-189
Rec'd 8-9-85
Permit 85-04-429
Rec'd 1-7';"85
Permit 3116E
Permit 1414E
*Uti1ities, pending Transportation Impact Fee
ct
_...~...
Issued 11-14-85
C. O. 4-15-86
Issued 5-6-88
Issued 7-13-87
Issued 9-26-85
Issued 5-27-86
C. O. 11-30-87
Issued 9-12-85
C. O. 8-7-87
Issued 9-12-85
C. O. 4-28-86
Issued 4-18-85
C. O. 12-23-85
Issued 8-24-83
Issued 4-22-83
R {; C r: i "p.I: D
1~','1D .f'IJ,
,JUN 20 'I9BB
PLl~;'H';li'!G & URUAH
UEVElOPfAEfn DEPT.
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tI Memo- Joseph R. MCFa.tec"', Director of Planning & Urban J- . elopment
June 20, 1988
Page 2
6.
11-7-85
11-19-85
7.
3-27-86
3-28-86
8.
7-17-86
9.
8-29-86
10. 5-27-87
5-29-87
,
Preliminary Subdivi~lon Plat approved by the ,City Co\mission
(subject to conditions one being: Tbe final plat be
recorded no later than May 7. 1986).
Preliminary Subdivision Plat Certified by City Clerk.
Minor plan change approved by the City Manager
Revised site plan certified by City Clerk
Revalidation of preliminary plat by the City Commission
(subject to conditions, one being: The final ,plat be
recorded no later than 8-31-86).
Final plat recorded at Pinellas County Courthouse.
Minor plan change approved administratively.
Revised site plan certified by City Clerk
Note: On the date of preparation of this memo, the developer submitted a
request for revalidation of the final site plan with an extension of three
years to complete the project (to be scheduled for City Commission review
on July 7. 1988).
It is my understanding that Victor Cbodora, Acting Building Director has
submitted the information you requested regarding building permit(s) and
certificate(s) of occupancy for this site.
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CLEARWATER CITY COMMISSIOtyj 0 r-.
Agenda Cover Memorandum r- L 'f' lIem "
Meeting Date:
8/01/91
SUBJECT:
Land Development Code Amendment -
Improvement" and "Market Va lue of
Protection Regulations.
Revision of the Definitions "Substantial
the Structure" with regard to the Flood
(LDCA 91-13)
RECOMMENDATION:
city commission receive the proposed amendment to the Land Development Code
concerning flood protection and refer the amendment to the city Clerk for
advertising for public hearings.
[ ] And that the appropriate officials be authorized to execute same.
BACKGROUND:
The City Attorney and the City staff have identified a need to revise the
definition for "substantial inlprovement" in the flood protection ordinance due
to a concern about the consistency of treatment of properties on Clearwater
Beach and Sand Key and those on Island Estates. The concern is that these
areas of the City of Clearwater share similar characteristics with regard to
flood activity; therefore, these areas should be treated in a substantially
similar fashion under all regulations.
State and federal laws differ with regard to how these two ar.eas are described
and regulated. The federal requirements (FEMA) define both Clearwater Beach
and Island Estates as "areas of special flood hazard," while the State of
Florida defines only Clearwater Beach and Sand Key as being areas within the
"coastal building zone."
Because of these distinctions, the city code currently provides for a
substantially dissimila~ treatment of these areas. wi th regard to the
definition of what constitutes "substantial improvement," Clearwater Beach and
Sand Key are governed by a "cumulative total" state "rule" concerning
substantial improvements that limits improvements to a structure to 50 percent
of the value of the structure cumulative over the life of the structure before
full compliance with flood protection requirements must be achieved.
Island Estates, however, is governed by a federal rule which states that local
governments may establish regulations which reflect appropriate time periods
for what constitutes "substantial improvements." In this case, the City has
established a definition of "substantial improvement" that limits improvements
to a structure to 50 percent of the value of the structure cumulative over a
one year period before full compliance with flood protection requirements must
be achieved.
Reviewed by:
Legal
Budget NA
Purchasing NI\
Risk Mgmt. NI\
DIS NI\
ACM
Other NI\
~ or~llt~rJ~ePt.:
~~~ ~aCWENT
User Dept.:
Current FY
Funding Source:
o Capt. Imp.
o Operaling
o Other
Attachments:
Draft Ordinance
Costs: W\
Total
Commission Action:
~APproved
o Approved w/condilions
[J Denied
o Continued to:
Advertised:
Date:
Paper:
[i Not required
Affected parties
o Notified
ex Not required
Approprialion Code:
[] None
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C.C. 8/1/91
LDCA 91-13
Page 2
Legal research
informal staff
Consequently, since no formal
Administrative Procedures Act
is not binding on the city.
the state
Florida
is based solely Qn an
Department of Community Affairs.
established, as required under the
Florida statutes), the state "r'ule"
has revealed
opinion from
that
the
rule has been
{Chapter 120,
"rule"
The proposed change to the definition of "substantial improvement" simply
consolidates the flood protection requirements for Clearwater Beach, Sand Key
City regulations relating to federal
areas, improvements to a structure are
the structure cumulative over a one vear
full compliance with flood protection requirements must be
to reflect
That is,
for
current
these
and Island Estates
requirements.
limited to 50 percent of the value of
period before
achieved.
The proposed change to the definition of "market value
made to eliminate inconsistencies associated with the
of "substantial improvement."
of the structure" is
changes to the def ini tion
WP\LDCA9113.CC
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ORDINANCE NO. 5124-91
AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA,
RELATING TO FLOOD PROTECTION; AMENDING SECTION 146.004,
CODE OF ORDINANCES, TO REVISE THE DEFINITIONS OF
"SUBSTANTIAL IMPROVEMENT II AND "MARKET VALUE OF THE
STRUCTURE;" PROVIDING AN EFFECTIVE DATE.
WHEREAS, the flood protection ordinance of the City of Clearwater, first
adopted in 1972, is based 'upon the requirements of federal and state law and has
been amended from time to time to eliminate inconsistencies and achieve
compliance with those requirements; and
WHEREAS, certain properties in the City, including but not limited to
Island Estates and properties near Tampa Bay, are in lIareas of special flood
hazard II (as defined by federal rule in 44 C.F.R. ~59.2) but are not ,in the
"coastal building zone" (as defined by state law in U61.54, F.S.), which in ,the
City includes only the islands of Clearwater Beach and Sand Key; and
WHEREAS, a definition of "substantial improvement II is necessary for the
purpose of regulating construction in areas of special flood hazard and in the
coastal building zone; and
WHEREAS, the state definition of "substantial improvement" provides that
the cost of any repair, reconstruct ion, or improvement of a structure in a
coastal building zone is limited to a "cumulative total" of fifty (50) per cent
of the market value of the structure before the start of construction of the
improvement, or the occurrence of damage to a structure being restored (~161.54,
F.S.), but the statute fails to define "cumulative total;" and
WHEREAS, "cumulative total" as used in the state definition of "substantial
improvement" has been informally understood to mean "during the life of the
structure," but that meaning is derived from an informal staff opinion from the
Florida Department of Community Affairs and not from a rule adopted pursuant to
the Administrative Procedures Act, Chapter 120, Florida Statutes; and
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:~:":;~0;\~r:.~/f,~\~~,~:;;'~f'~::~:t;";fft;!r.f'~'";'j;~i:~.
~~fif~;~~(f'~:~~~~~~:>>?:'\ :,/" ,,~, i ~r':~)(::":,r~,":;;';":":: ~j j:::~""::"\,~'?'r::' ,'"
WHEREAS, an agency of the State of Florida may not adopt rules except in
compliance with the Administrative Procedures Act, and any "rule" which has not
been adopted in compliance with that Act is invalid; and
WHEREAS, the federa 1 def in it ion of "substant ia 1 improvement" does not 1 imit
the costs of reconstruction, rehabilitation, addition, or other improvement of
a structure in an area of special flood hazard to a cumulative total of fifty
(50) per cent of the market value of the structure; and
WHEREAS, the federa 1 def in i t i on has been amended subsequent to the adopt ion
of the state def.inition, but still does not include the "cumulative total"
limitation; and
WHEREAS, the definition of "substantial improvement" in the flood
protection ordinance of the City was amended on June 21, 1990, by the adoption
of Ordinance 5004-90 in order to eliminate certain inconsistencies between the
definition in the ordinance and the federal definition, but the "cumulative
total" requirement was included with respect to properties on Clearwater Beach
and Sand Key to reflect the state definition and the invalid state "rule;" and
WHEREAS, the City of Clearwater has surveyed the ordinances and practices
of other coastal communities in Florida and has found a wide variety of practices
including a 3-year time limit for determining the total costs, in one instance,
and no time 1 imi t and no use of the term "cumu 1 at ive tot a 1, II in severa 1
instances; and
WHEREAS, the Federal Emergency Management Agency, which administers the
nat iona 1 flood insurance program, has recommended that cit ies and counties
include in their flood protection ordinances a definition of IIsubstantial
improvement" which incorporates either a "life of the structure" standard or a
term of years to be established by the city or county, at the option of th~ city
2
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or county; and
WHEREAS, the federal rule is that the federal rules are minimum standards,
and that more stringent state and local rules apply, but in Florida there is no
valid rule which requires that "cumulative total" means during the life of the
structure; and
WHEREAS, the City Commi,ssion finds that the enforcement of its flood
protection ordinance with a "life of the structure" standard in the definition
of "substantial improvement" operates to impose an unnecessary hardship upon
property owners in the coastal building zone within the city, may impose an
unequal burden upon the owners of properties which are within the "areas of
special flood hazard" but which mayor may not be in the "coastal building zone,1I
and will operate over time to impair the ability of property owners to maintain
their properties to acceptable levels of maintenance, to the detriment of the
individual properties, their neighborhoods, and the community at large; and
WHEREAS, the definition of "market value of the structure II requires
amendment as provided herein to eliminate interna'l inconsistencies with other
provisions of the flood protection ordinance, including the definition of
"substantial improvement;1I now, therefore,
BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF
CLEARWATER, FLORIDA:
Section 1. Section 146.004, Code of Ordinances, as amended by Ordinances
4912-90 and 5004-90, is further amended to read:
Section 146.004. Definitions.
As used in this chapter:
*
*
*
*
*
IIMarket value of the structure" means the appraised value of the structure,
3
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'~'~f;'fj:",;,'~~:'J~~(\:~~,;i F";~i'~f:lY,,},,;.;~;::r .~'1~~'\!!F{r;~;t0/'~'f.>;;..~~~5~~';~)y~;r;~~~~'1/;\::~~3J~(~~~
'/'....
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not including land, driveways, sidewalks, landscaping, swimming pools, and other
similar improvements not related to the basic structure, prior to the start of
the initial repair or improvement, or in the case of damage, prior to the damage
occurring.
*
*
*
*
*
"Substantial improvement" means:
(1)
(a)
With respect to any property located on Clearwater Beach or
Sand Key, any reconstruction, rehabilitation, addition, or other improvement of
a structure durinQ a one (1) year period. the cumulative cost of which equals or
exceeds a c~mulJtivc total of fifty (50) per cent of the market value of the
structure before the start of construction of the improvement; or
(b) With respect to any property located in an area of special flood
hazard other than on Clearwater Beach or Sand Key, any reconstruction,
rehabilitation, addition, or other improvement of a structure during a one (1)
year period, the cost of which equals or exceeds fifty (50) percent of the market
value of the structure before the start of construction of the improvement.
(2) For the purposes of this definition, construction is considered to
have started when the first alteration of any wall, ceiling, floor, or other
structura 1 part of the bui ld ing commences, whether or not that a lteration affects
the external dimensions of the structure.
(3) The term includes structures which have incurred substantial damage,
regardless of the actual repair work performed.
(4) The term does not, however, include any project for improvement of
a structure to correct existing violations of health, sanitary, or safety code
specifications which have been identified by the building official and which are
the minimum necessary to assure safe living conditions.
The term does not
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include any alteration of a structure listed on the National Register of Historic
Places or the State Inventory of Historic Places, provided that the alteration
will not preclude the structure's continued designation as a historic structure
on such National Register or State Inventory.
*
*
*
*
*
Section 2.
This ordinance shall take effect immediately upon adoption.
PASSED ON FIRST READING
PASSED ON SECOND AND FINAL
READING AND ADOPTED
Attest:
Rita Garvey
Mayor-Commissioner
Cynthia E. Goudeau
City Clerk
Approved as to form
and correctness:
M. A. Galbraith, Jr.
Cjty Attorney
5
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CLEARWATER CITY COMMISSION '1
Agenda Cover Memorandum p&.J) Item #I
Me ling Date:
8-1-91
SUBJECT:
Amendment of the Lot Clearing Ordinance.
RECOMMENDATION:
City Commission receive the proposed amendment of the Lot Clearing Ordinance
and direct the City Clerk to advertise for public hearing.
[ ] And that the appropriate officials be authorized to execute same.
BACKGROUND:
The attached ordinance has been prepared in order to streamline the process for
lot clearing violations. Staff identifies the following problems with the
existing process: (1) all lot clearing violations are required to be forwarded
to the Municipal Code Enforcement Board (MCEB), whether the property o~mer
contests the violation or not, (2) the process takes too long; all lot clearing
violations must be posted a minimum of 21 days before the MCEB hearing, (3)
inoperative vehicles are allowed to be stored on residential properties for up
to 30 days, and (4) administrative costs normally exceed the $150.00 fee
charged.
The draft ordinance addresses these problems in the following manner:
1. The MCEB would hear only those cases in which property owners elect to
appeal the notice of violation.
2. The minimum time required for posting of lot clearing violations would be
reduced from 21,days to 10 days. Within the 10 day period, the property
owner would be required to either clear the property or file a notice of
appeal to the MCEB. If the owner fails to do either, then the City
Manager may authorize entry upon property and take action necessary to
remedy the violation at the owner's expense. In addition, the owner
would be responsible for the payment of an administrative fee to offset
staff costs for inspections, notices, case preparation, communications,
photographs, billings, and certified mailings.
3. The 30 day grace period for storage of inoperative vehicles on residential
properties would be eliminated.
4.
The administrative costs have been increased to $200.00
present actual costs.
reflecting
Reviewed b~ Costs: N/A C~lsslon Action:
Total Approved
Legal Planning &
Budget N / A o Approved w/conditlons
Purchasing N/A User Dept.: Current FY o Denied
Risk Mgmt. N/A o Continued to:
DIS ~ Funding Source:
ACM (<- Advertised: o Capt. Imp.
Other N A o Operating Attachments:
Date:
Paper: o Other Proposed Ordinance
iJ Not required 5123-91
Affected parties Appropriation Code:
o Notified o None
o Not required
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ORDINANCE NO. 5123-91
AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, RELATING TO
NUISANCES; AMENDING SECTIONS 95.05, 95.07 AND 95.08, CODE OF
ORDINANCES, RELATING TO THE ENFORCEMENT OF THE LOT CLEARING
ORDINANCEi DELETING AN EXCEPTION FOR INOPERATIVE MOTOR VEHICLES,
BOATS OR TRAILERS KEPT OUTSIDE A GARAGE OR CARPORT ON RESIDENTIAL
PROPERTY FOR NOT MORE THAN THIRTY DAYS; PROVIDING FOR NOTICES OF
VIOLATION AND APPEALS TO THE CODE ENFORCEMENT BOARDi PROVIDING FOR
CORRECTIVE ACTION BY THE CITY, AND AUTHORIZING LIENS UPON PROPERTY
FOR THE COSTS OF CORRECTIVE ACTION BY THE CITY, INCLUDING
ADMINISTRATIVE COSTS, UNDER CERTAIN CIRCUMSTANCES; INCREASING THE
ADMINISTRATIVE COSTS TO BE CHARGED WHEN REMEDIAL ACTION IS NOT TAKEN
BY THE OWNER WITHIN THE TIME ALLOWED FROM $150.00 TO $200.00;
PROVIDING AN EFFECTIVE DATE.
BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF CLEARWATER,
FLORIDA:
Section 1. Subsection (a) of Section 95.05, Code of Ordinances, is amended
to read:
Sec. 95.05. Exceptions.
(a) Notwithstanding the provisions of section 95.04:
(1) Reserved. An inoperative motor vehicle, boat or trailer may be ke~t
upon residentially zoned property or the property of a residential yse for not
mare than thirty (30) days unles: l(eJ:lt in a garage or car~ort, or for an
indefinite period of time if kept in a garage or carport.
(2) An inoperative motor vehicle, boat, trailer or other material which
otherwise would be defined as debris may be kept upon nonresidential property
where the owner or tenant is 1 icensed for the service or storage of such
materia 1.
Section 2. Section 95.07, Code of Ordinances, as amended by Ordinance
5056-90, is further amended to read:
Sec. 95.07. Notice of violation and hearing.
(a) Upon receipt of a complaint that property is in violation of this
chapter and UPOR completion of the field investigation by the code enforcement
officer and determination that a violation of this article exists, the property
shall be posted with a notice advising of the existence and nature of the
violation and reouirino requcsti~ compliance within 10 days after the date of
postino or the filinQ of a notice of appeal to the code enforcement board durinQ
such lO-dav period OR af befepe a date certain, which shall be tho day ~efore tho
date of a regularly schedyled meeting of the cade cnforcemeRt'beard hut which
shall ~e Ret less than twenty ene (21) days after tho date af postiRg. A copy
of the notice shall be sent to the property owner by certified mail. return
ece t re uested or iven to the 0 ert owner b ersona se vice on or
before the date of postin
after the ~ate ef pest in,.
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(b) The notice shall require request that the owner cause the violation
to be remedied within 10 days or file a written notice of apoeal with the city
clerk reQuestino a hearinQ before the code enforcement board and. in the absence
of compliance or the filinQ of a notice of appeal within the 10-day time period.
the city shall have the riQht OR or ~cfore the date specified iR the Ratice as
the date fer compliaRce, or authorize the city to enter the property and have
such work done on behalf of the owner at cost to the owner, including the
administrative costs authorized by section 95.08, which shall become a lien
against the property until paid. In the event a written notice of aopeal is
timely filed with the city clerk, the city clerk shall notify the owner by
certified mail. return receipt requested. rhe Rotice shall Jdvise tho owner of
the date and time when the owner, or his agent or representative, shall ~
appear before the code enforcement board to show the board that the condition
described in the notice of violation did not exist at the time the notice was
issued ~oes Rot exi~, or to show good cause why the condition should not be
remedied by the city at the expense of the owner. The notice by the city clerk
shall also state that, if the owner fails to appear before the code enforcement
board at the designated time to protest such Ratice, in person ,or by
representation, and has failed to take action to remedy the condition before the
date specified bv the code enforcement officer for compliance, then the owner
shall be deemed to have authorized the city manager or a city employee designated
by the city manager for such purpose to enter the property and take such action
as is necessary to remedy the condition, without further notice to the owner, at
cost to the owner, includinQ the administrative costs authorized bv section
95.08. which shall become a lien upon the property until paid.
(c) For the purpose of giving notice to the owner, the name and address
of the owner according to the records of the property appraiser of Pinellas
County shall be used. Notice shall be given when personally served upon the
owner, or any owner if more than one, or when mailed by certified mail. return
receipt requested deposited in the U. S. mail with ~ostagc paid. The refusal of
an owner to accept delivery of notice shall not be deemed a failure to give
notice.
Section 3. Section 95.08, Code of Ordinances, is amended to read:
Sec. 95.08. Hearing before the code enforcement board.
The code enforcement board shall provide each property owner recelvlng
notice of a violation who elects to appeal protest the notice of violation and
who appears on the date and at the time designated for the hearinQ iR the Aotice
an opportunity to appear and be heard and to present evidence or testimony. Upon
hearing all testimony and evidence concerning the alleged violation, the board
shall determine whether or not the condition as described in the notice of
violation existed at the time the notice was issued to tho owner exists and, if
it is determined to have existed oxist, whether the condition continues to exist
and should be remedied at the expense of the owner, and shall inform the owner
of its decision at the board meeting.
(l) If the board determines that the condition as described in the notice
of violation did not exist at the time the notice was issued te the OWAer does
Rot exist or that the condition should not be remedied at the expense of the
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ORDINANCE NO. 5118-91
AN ORDINANCE PROVIDING FOR THE ADVANCE REFUNDING OF THE
OUTSTANDING GAS SYSTEM REVENUE BONDS, SERIES 1983, OF
THE CITY OF CLEARWATER, FLORIDA; AUTHORIZING THE ISSUANCE
BY THE CITY OF NOT EXCEEDING f::i,m :$,~:;Nl.gg::ip'g9 GAS SYSTEM
REVENUE BONDS, SERIES 1991, TO BE APPLIED TO ADVANCE
REFUND SUCH OUTSTANDING OBLIGATIONS; PLEDGING THE NET
REVENUES OF THE SYSTEM TO SECURE PAYMENT OF THE PRINCIPAL
OF AND INTEREST ON THE BONDS; PROVIDING FOR THE RIGHTS
OF THE HOLDERS OF THE BONDS; PROVIDING CERTAIN OTHER
MATTERS IN CONNECTION THEREWITH; AND PROVIDING AN
EFFECTIVE DATE.
BE IT ENACTED BY THE CITY COMMISSION OF THE CITY OF
CLEARWATER, FLORIDA, as follows:
Section 1. AUTHORITY FOR THIS ORDINANCE. This Ordinance is
enacted pursuant to the provisions of the Act, hereinafter defined.
Section 2. DEFINITIONS. The following terms in this Ordi-
nance shall have the fOllowing meanings unless the text otherwise
expressly requires:
"Act" means Chapter 166, Part II, Florida statutes, and other
applicable provisions of law.
"Additional Parity Obligations" shall mean additional obli-
gations issued in compliance with the terms, conditions and
limitations contained herein and which shall have an equal lien
upon the Net Revenues, and rank equally in all respects with the
1991 Bonds.
"Amortization Installments" with respect to any Term Bonds of
a series, shall mean an amount so designated which is established
for the Term Bonds of such series, provided that (i) each such
installment shall be deemed to be due on such interest or principal
maturity date of each applicable year as is fixed by subsequent
ordinance or resolution of the Issuer and shall be a multiple of
$5,000, and (ii) the aggregate of such installments for such series
shall equal the aggregate principal amount of Term Bonds of such
series authenticated and delivered on original issuance.
"Authorized Investments" shall mean any investment authorized
under applicable Florida and United States law.
"Bond Registrar" or "Registrar" shall mean the officer of the
Issuer or the bank or trust company which the Issuer may from time
to time designate to perform the duties herein set forth for the
Registrar of the 1991 Bonds.
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"Bond Service Requirement" for any Fiscal Year, as applied to
the Bonds of any series, shall mean the sum of:
(1) The amount required to pay the interest becoming
due on the Bonds of such series during such Fiscal Year, except to
the extent that such interest shall have been provided by payments
into the Sinking Fund out of bond proceeds for a specified period
of time.
(2) The amount required to pay the principal of Serial
Bonds of such series maturing in such Fiscal Year.
(3) The Amortization Installment for the Term Bonds of
such series for such Fiscal Year. In computing the Bond Service
Requirement for any Fiscal Year, the Issuer shall assume that an
amount of the Term Bonds of such series equal to the Amortization
Installment for the Term Bonds of such series for such Fiscal Year
will be retired by purchase or redemption in such Fiscal Year. In
computing the Bond Service Requirement for any Fiscal Year for
Bonds of any series, the Issuer shall assume that an amount of the
Term Bonds of such series equal to the Amortization Installment for
the Term Bonds of such series for such Fiscal Year will be retired
by purchase or redemption in such Fiscal Year or that payment of
such amount of Term Bonds at maturity will be fully provided for
in such Fiscal Year. When determining the amount of principal of
and interest on the Bonds which mature in any year, for purposes
of this Ordinance or the issuance of any Additional Parity
obligations, the stated maturity date of Term Bonds shall be
disregarded, and the Amortization Installment, if any, applicable
to Term Bonds in such year shall be deemed to mature in such year.
"Bonds"
Obligations.
authorized to
shall mean the 1991 Bonds and all Additional Parity
"1991 Bonds" shall mean the obligations of the Issuer
be issued pursuant to Section 6 of this Ordinance.
"Capital Appreciation Bonds" shall mean the aggregate prin-
cipal amount of the Bonds that bear interest payable solely at
maturi ty or upon redemption prior to maturity in the amounts
determined by reference to the Compounded Amounts, all as shall be
determined by subsequent 'resolution of the Issuer. In the case of
Capital Appreciation Bonds that are convertible to Bonds with
interest payable prior to maturity or redemption of such Bonds,
such Bonds shall be considered Capital Appreciation Bonds only
during the period of time prior to such conversion.
"Cede" shall
successor nominee
section 11 hereof.
mean Cede &
of DTC with
Co., the nominee of DTC, and any
respect to the Bonds pursuant to
"Code" shall
amended, and the
proposed.
mean the Internal Revenue Code
regulations and rules thereunder
of
in
1986,
effect
as
or
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"Compounded Amounts" shall mean, as of the date of computa-
tion with respect to any Capital Appreciation Bonds, an amount
equal to the principal amount of such Bonds (the principal amount
at the date of issuance) plus the interest accrued on such Bonds
from the date of original issuance of such Bonds to the Interest
Payment Date next preceding the date of computation or the date of
computation if an Interest Payment Date, such interest to accrue
at an interest rate per annum of the Capital Appreciation Bonds,
as set forth in the resolution awarding the sale of such Bonds,
compounded on the interest payment dates of each year, plus, with
respect to matters related to the payment upon redemption of such
Bonds, if such date of computation shall not be an Interest Payment
Date, a portion of the difference between the Compounded Amount as
of the immediately preceding Interest Payment Date (or the date of
original issuance if the date of computation is prior to the first
Interest Payment Date succeeding the date of original issuance) and
the Compounded Amount as of the immediately succeeding Interest
Payment Date, calculated based on the assumption that the Com-
pounded Amount accrues during any period in equal daily amounts on
the basis of a year of twelve 30-day months. A table of Compounded
Amounts for the Capital Appreciation Bonds shall be incorporated
in the resolution awarding the sale of any capital Appreciation
Bonds.
"Consulting Engineer" shall mean such qualified and recognized
independent consulting engineer, having favorable repute or skill
and experience, with respect to the acts and duties to be provided
to the Issuer, as employed or retained by the Issuer to perform the
acts and carry out the duties herein provided.
"Cost of operation and Maintenance" of the System shall mean
all current expenses, paid or accrued, for the operation, main-
tenance and repair of all facilities of the System, as calculated
in accordance with sound accounting practice, and shall include,
without limiting the generality of the foregoing, insurance
premiums, administrative expenses of the Issuer related solely to
the System, labor, cost of materials and supplies used for current
operation, and charges for the accumulation of appropriate reserves
for current expenses not annually recurrent but which are such as
may reasonably be expected to be incurred in accordance with sound
accounting practice, but excluding any reserve for renewals or
replacements, for extraordinary repairs or any allowance for
depreciation.
"Credit Facility" or "Credit Facilities" shall mean either
individually or collectively, as appropriate, any bond insurance
policy, surety bond, letter of credit, line of credit, guaranty or
other instrument or instruments that would enhance the credit of
the Bonds. The term Credit Facility shall not include any bond
insurance, surety bond or other credit enhancement deposited into
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or allocated to a subaccount in the Reserve Account in the Sinking
Fund.
"Credit Facility Issuer" shall mean the provider of a Credit
Facility.
"Current Interest Bonds" means the aggregate principal amount
of Bonds that bear interest payable semiannually on such dates as
determined by subsequent resolution of the Issuer adopted on or
prior to the sale of the Bonds.
"DTC" shall mean The Depository Trust Company, New York, New
York, and its successors and assigns.
"Escrow Deposit Agreement shall mean that certain Escrow
Deposit Agreement by and between the Issuer and a bank or trust
company to be approved by subsequent resolution of the Issuer, for
the purpose of providing for the payment of the Refunded Bonds,
which agreement shall be in substantially the form attached hereto
as Exhibit "A" and is hereby incorporated by reference.
"Federal Securities" shall mean direct obligations of the
Uni ted states of America and obligations the principal of and
interest on which are fully guaranteed by the United States of
America, none of which permit redemption prior to maturity at the
option of the obligor, and interest on obligations of the
Resolution Funding Corporation.
"Fiscal Year" shall mean the
of each year and continuing to
September 30, or such other annual
law as the Issuer's fiscal year.
period commencing on October 1
and including the succeeding
period as may be established by
"Gas system Manager" shall mean the Gas System Manager of the
City of Clearwater, Florida.
"Gross Revenues" or "Revenues" shall mean all moneys received
from rates, fees, rentals or other charges or income deri.ved from
the investment of funds, unless otherwise provided herein, by the
Issuer or accruing to it in the operation of the System, all
calculated in accordance with sound accounting practice.
"Holder of Bonds" or "Bondholders" or any similar term shall
mean any person who shall be the registered owner ("Registered
Owner") of any registered 1991 Bond, as shown on the Bond Register.
The Issuer may deem and treat the person in whose name any 1991
Bond is registered as the absolute owner thereof for the purpose
of receiving payment of, or on account of, the principal or
redemption price thereof and interest due thereon, and for all
other purposes.
"Issuer" shall mean the City of Clearwater, Florida.
4
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"Maximum Bond service Requirement" shall mean, as of any
particular date of calculation, the greatest amount of aggregate
Bond service Requirement for the then current or any future Fiscal
Year.
"Net Revenues" shall mean Gross Revenues less Cost of Opera-
tion and Maintenance.
"Ordinance" shall mean this ordinance of the Issuer as here-
after amended and supplemented from time to time in accordance with
the provisions hereof.
"Participants" shall mean those braker-dealers, banks and
other financial institutions from time to time for which DTC holds
Bonds as securities depository.
"Paying Agent" shall mean the officer of the Issuer or the
bank or trust company which the Issuer may from time to time
designate to serve as paying agent.
"Registered Owners" shall mean those persons whose names and
addresses appear on the registration books, at the point in time
when registered ownership is to be determined unless a contrary
intent is clearly indicated by the context, maintained by the Bond
Registrar.
"Refunded Bonds" shall mean the City of Clearwater, Florida,
Gas System Revenue Bonds, Series 1983, dated March 1, 1984.
"Reserve Requirement" for each series of Bonds shall be as
determined by subsequent resolution of the Issuer. The Reserve
Requirement for the 1991 Bonds shall be the lesser of (i) the
Maximum Bond Service Requirement of the 1991 Bonds, (ii) 125% of
the average annual Bond Service Requirement of the 1991 Bonds, or
(iii) 10% of the net proceeds of the 1991 Bonds.
"Serial Bonds" shall mean the Bonds of a series which shall
be stated to mature in annual installments.
"State" shall mean the State of Florida.
"System" shall mean the complete gas system now owned,
operated and maintained by the Issuer, together with any and all
assets, improvements, extensions and additions thereto hereafter
constructed or acquired.
"Term Bonds" shall mean the Bonds of a series all of which
shall be stated to mature on one date and which shall be subject
to retirement by operation of the Bond Amortization Account.
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The Bonds shall not constitute a lien upon the System,
or any part thereof, or on any other property of the Issuer, but
shall constitute a first and prior lien only on the Net Revenues
in the manner provided herein.
(F) The estimated Net Revenues to be derived from the
operation of the System will be sufficient to pay all principal of
and interest on the 1991 Bonds to be issued hereunder, as the same
become due, and to make all required Sinking Fund, Reserve and
other payments required by this Ordinance.
Section 4. AUTHOR I ZATION OF REFUNDING. There
authorized the refunding of the Refunded Bonds in
provided herein.
is
the
hereby
manner
Section 5. THE ORDINANCE TO CONSTITUTE CONTRACT. In con-
sideration of the acceptance of the Bonds authorized to be issued
hereunder by those who shall hold the same from time to time, this
Ordinance shall be deemed to be and shall constitute a contract
between the Issuer and such Holders. The covenants and agreements
herein set forth to be performed by the Issuer shall be for the
equal benefit, protection and security of the legal Holders of any
and all of the Bonds, all of which shall be of equal rank and
without preference, priority or distinction of any of the Bonds
over any other thereof, except as expressly provided therein and
herein.
Section 6. AUTHORIZATION OF 1991 BONDS. Subject and pursv.ant
to the provisions hereof, obligations of the Issuer to be known as
"Gas System Revenue Bonds, Series 1991" herein defined as the "1991
Bonds" are authorized to be issued in the aggregate principal
amount of not exceeding :t}(t1:~ $~t~i:gg~:;\~~~p.
section 7. DESCRIPTION OF 1991 BONDS. The 1991 Bonds shall
be numbered consecutively, from one upward; shall be in the denomi-
nation of $5,000 each or integral multiples thereof; shall be
dated; shall bear interest at a fixed or floating rate not
exceeding the maximum rate allowed by law, such interest to be
payable semiannually on such dates and in such years and amounts;
and shall mature in numerical order, lowest numbers first, on such
dates and in such years, and in such amounts all as shall be fixed
by resolution or ordinance of the Issuer adopted prior' to the
delivery of the 1991 Bonds.
The 1991 Bonds shall be issued in fully registered form,
without coupons; shall be payable with respect to principal (and
Compounded Amount in the case of Capital Appreciation Bonds) upon
presentation and surrender thereof on the date fixed for maturity
or redemption thereof at the office of the Bond Registrar; shall
be payable in any coin or currency of the United States which at
the time of payment is legal tender for the payment of public or
private debts; aud shall bear interest from such date, but not
7
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earlier than the date of the 1991 Bonds, as is fixed by subsequent
resolution or ordinance of the Issuer, payable in accordanc~ with
and pursuant to the terms of the 1991 Bonds.
Interest on the 1991 Bonds which are Current Interest Bonds
shall be paid by check or draft mailed to the Registered Owners,
at their addresses as they appear on the Bond Register, at the
close of business on the 15th day of the month (whether or not a
business day) next preceding the interest payment date for the 1991
Bonds (the "Record Date"), irrespective of any transfer of the 1991
Bonds subsequent to such Record Date and prior to such interest
payment date, unless the Issuer shall be in default in the payment
of interest due on such interest payment date. In the event of any
such default, such defaulted interest shall be payable to the
Registered Owners at the close of business on a special record date
for the payment of defaulted interest as established by notice
mailed to the persons in whose names such 1991 Bonds are registered
at the close of business on the fifth (5th) day preceding the date
of mailing.
If the date for payment of the principal of, premium, if any,
or interest on the 1991 Bonds shall be a Saturday, Sunday, legal
holiday or a day on which the banking institutions in the city
where the corporate trust office of the Paying Agent is located are
authorized by law or executive order to close, then the date for
such payment shall be the next succeeding day which is not a
Saturday, Sunday or legal holiday or a day on which such banking
institutions are authorized to close, and payment on such date
shall have the same force and effect as if made on the nominal date
of payment.
The 1991 Bonds may be issued or exchanged for 1991 Bonds in
coupon form, payable to bearer, in such form and with such attri-
butes as the Issuer may provide by supplemental resolutions, upon
receipt of an opinion from a nationally recognized bond counsel
that such issuance or exchange will not cause interest on the 1991
Bonds to be includable in gross income of the Holder for federal
income tax purposes.
section 8. EXECUTION OF BONDS. The 1991 Bonds shall be
executed in the name of the Issuer by its city Manager, counter-
signed by its Mayor-Commissioner and attested by its City Clerk,
and its official seal or a facsimile thereof shall be affixed
thereto or reproduced thereon. The 1991 Bonds shall be approved
as to form and correctness by the City Attorney of the Issuer.
The facsimile signatures of such officers may be imprinted or
reproduced on the 1991 Bonds. The certificate of Authentication
of the Bond Registrar, hereinafter described, shall appear on the
1991 Bonds, and no 1991 Bond shall be valid or obligatory for any
purpose or be entitled to any security or benefit: under this
Ordinance unless such certificate shall have been duly executed on
such 1991 Bond. The authorized signature for the Bond Registrar
8
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entitled to receive at the earliest practicable time in accordance
with the provisions of this Ordinance. Any 1991 Bond or Bonds
shall be exchangeable for a 1991 Bond or Bonds of the same maturity
and interest rate, in any authorized denomination, but in a prin-
cipal amount equal to the unpaid principal amount of the 1991 Bond
or Bonds presented for exchange. Bonds to be exchanged shall be
surrendered at the principal office of the Registrar, and the
Registrar shall deliver in exchange therefor the 1991 Bond or Bonds
which the Bondholder making the exchange shall be entitled to
receive. The Issuer or the Registrar may charge the Registered
Owner of such 1991 Bond for every such transfer or exchange an
amount sufficient to reimburse them for their reasonable fees and
for any tax, fee, or other governmental charge required to be paid
with respect to such transfer or exchange, and may require that
such charge be paid before any such new 1991 Bond shall be
delivered.
All 1991 Bonds delivered upon transfer or exchange shall bear
interest from such date that neither gain nor loss in interest
shall result from the transfer or exchange.
All 1991 Bonds presented for transfer, exchange, redemption
or payment (if so required by the Issuer), shall be accompanied by
a written instrument or instruments of transfer or authorization
for exchange, in form and with guaranty of signature satisfactory
to the Issuer and the Registrar duly executed by the Registered
Owner or by his duly authorized attorney.
section 10. BONDS MUTILATED. DESTROYED. STOLEN OR LOST. In
case any Bond shall become mutilated, or be destroyed, stolen or
lost, the Issuer may in its discretion issue and deliver a new Bond
of like tenor as the Bond so mutilated, destroyed, stolen or lost,
in exchange and substitution for such mutilated Bond upon surrender
and cancellation of such mutilated Bond or in lieu of and substi-
tution for the Bond destroyed, stolen or lost, and upon the Holder
furnishing the Issuer proof of his ownership thereof and satisfac-
tory indemnity and complying with such other reasonable regulations
and conditions as the Issuer may prescribe and paying such expenses
as the Issuer may incur. All Bonds so surrendered shall be
cancelled by the Reqistrar for the Bonds. If any of the Bonds
shall have matured or be about to mature, instead of issuing a
substitute Bond, the Issuer may pay the same, upon being indemni-
fied as aforesaid, and if such Bonds be lost, stolen or destroyed,
without surrender thereof.
Any such duplicate Bonds issued pursuant to this section shall
constitute original, additional contractual obligations on the part
of the Issuer whether or not the lost, stolen or destroyed Bonds
be at any time found by anyone, and such duplicate Bonds shall be
entitled to equal and proportionate benefits and rights as to lien
on the source and security for payment from the funds, as herein-
10
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after pledged, tOt.fle same extent as all other Bonds issued
hereunder.
SECTION 11. BOOK ENTRY SYSTEM. Notwithstanding the
provisions of sections 9 and 10 hereof, the 1991 Bonds may, if so
provided by subsequent resolution of the Issuer, be initially
issued in the form of a separate single certificated fully regis-
tered 1991 Bond for each of the maturities of such 1991 Bonds. In
such case upon initial issuance, the ownership of each such 1991
Bond shall be registered in the registration books kept by the Bond
Registrar in the name of Cede, as nominee of DTC.
With respect to 1991 Bonds registered in the registration
books kept by the Bond Registrar in the name of Cede, as nominee
of DTC, the Issuer, the Bond Registrar and the Paying Agent shall
have no responsibility or obligation to any such Participant or to
any indirect participant. without limiting the immediately
preceding sentence, the Issuer, the Bond Registrar and the Paying
Agent shall have no responsibility or obligation with respect to
(i) the accuracy of the records of DTC, Cede or any Participant
with respect to any ownership interest in the 1991 Bonds, (ii) the
delivery to any Participant or any other person other than a
Registered Owner, as shown in the registration books kept by the
Bond Registrar, of any notice wi.th respect to the 1991 Bonds,
including any notice of redemption, or (iii) the payment to any
Participant or any other person, other than a Registered Owner, as
shown in the registration books kept by the Bond Registrar, of any
amount with respect to principal of, premium, if any, or interest
on the 1991 Bonds. The Issuer, the Bond Registrar and the Paying
Agent may treat and consider the person in whose name each 1991
Bond is registered in the registration books kept by the Bond
Registrar as the Holder and absolute owner of such 1991 Bond for
the purpose of payment of principal, redemption premium, if any,
and interest with respect to such 1991 Bond, for the purpose of
giving notices of redemption and other matters with respect to such
1991 Bond, for the purpose of registering transfers with respect
to such 1991 Bond, and for all other purposes whatsoever. The
Paying Agent shall pay all principal of, redemption premium, if
any, and interest on the 1991 Bonds only to or upon the order of
the respective Registered Owners, as shown in the registration
books kept by the Bond Registrar, or their respective attorneys
duly authorized in writing, as provided herein and all such pay-
ments shall be valid and effective to fully satisfy and discharqe
the Issuer's obligations with respect to payment of principal of,
premium, if any, and interest on the 1991 Bonds to the extent of
the sum or sums so paid. No person other than a Registered Owner,
as shown in the registration books kept by the Bond Registrar,
shall receive a certificated 1991 Bond evidencing the obligation
of the Issuer to make payments of principal, premium, if any, and
interest pursuant to the provisions hereof. Upon delivery by DTC
to the Issuer of written notice to the effect that DTC has deter-
mined to substitute a new nominee in place of Cede, and subject to
11
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the provisions herein with respect to Record Dates, the word "Cede"
in this Ordinance shall refer to such new nominee of DTC; and upon
receipt of such a notice the Issuer shall promptly deliver a copy
of the same to the Bond Registrar and the Paying Agent.
upon receipt by the Issuer of written notice from DTC (i) to
the effect that DTC has, received written notice from the Issuer or
from Participants having interests, as shown in the records of DTC,
in an aggregate principal amount of not less than fifty perc~nt
(50%) of the aggregate principal amount of the then outstanding
1991 Bonds to the effect that a continuation of the requirement
that all of the outstanding 1991 Bonds be registered in the regis-
tration books kept by the Bond Registrar in the name of Cede, as
nominee of DTC, is not in the best interest of the beneficial
owners of the 1991 Bonds or (ii) to the effect that DTC is unable
or unwilling to discharge its responsibilities and no substitute
depository willing to undertake the functions of DTC hereunder can
be found which is willing and able to undertake such functions upon
reasonable and customary terms, such 1991 Bonds shall no longer be
restricted to being registered in the registration books kept by
the Bond Registrar in the name of Cede, as nominee of DTC, but may
be registered in whatever name or names Registered Owners
transferring or exchanging such 1991 Bonds shall designate, in
accordance with the provision hereof.
section 12. PROV1SIONS FOR REDEMPTION. The 1991 Bonds shall
be redeemable by operation of the Bond Amortization Account or at
the option of the Issuer, as provided by subsequent resolutiofl or
ordinance of the Issuer adopted prior to delivery of each install-
ment of the 1991 Bonds. The 1991 Bonds in denominations greater
than $5,000 shall be deemed to be an equivalent number of 1991
Bonds of the denomination of $5,000. In the event a 1991 Bond is
of a denomination greater than $5,000, a portion of such may be
redeemed, but 1991 Bonds shall be redeemed only in the principal
amount of $5,000 or any integral multiple thereof. In the event
any of the 1991 Bonds or portions thereof are redeemable as afore-
said, notice thereof irlentifying the 1991 Bonds or portions thereof
to be redeemed will be given by the Registrar (who shall be the
Paying Agent for the 1991 Bonds, or such other person, firm or
corporation as may from time to time be designated by the Issuer
as the Registrar for the Bonds) by mailing a copy of the redemption
notice by first-class mail (postage prepaid) not more than thirty
(30) days and not less than fifteen (15) days prior to the date
fixed for redemption to the Registered Owner of each 1991 Bond to
be redeemed in whole or in part at the address shown on the regis-
tration books. Failure to give such notice by mailinq to any
Registered Owner of Bonds, or any defect therein, shall not affect
the validity of any proceeding for the redemption of other Bonds.
All 1991 Bonds or portions thereof so called for redemption will
cease to bear interest after the specified redemption date provided
funds for their redemption are on deposit at the place of payment
at that time.
12
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Upon surrender of any 1991 Bond for redemption in part only,
the Issuer shall issue and deliver to the Registered Owner thereof,
the costs of which shall be paid by the Registered Owner, a new
1991 Bond or 1991 Bonds of authorized denominations in aggregate
principal amount equal to the unredeemed portion surrendered.
Whenever any 1991 Bonds shall be delivered to the Bond
Registrar for cancellation, upon payment of the principal amount
thereof, or for replacement, transfer or exchange. such 1991 Bonds
shall be cancelled and, upon request of the Issuer, destroyed by
the Bond Registrar. Counterparts of the certificate of destruction
evidencing any such destruction shall be furnished to the Issuer.
section 13.
Bonds shall be in substantially
omissions, insertions and variations as may be necessary and
desirable and authorized and permitted by this Ordinance or by any
subsequent ordinance or resolution adopted prior to the issuance
thereof:
FORM OF THE
1991
the
BONDS. The text
following form
of the
with
1991
such
13
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Rate of Interest
No.
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(Form of 1991 Bond)
$
UNITED STATES OF AMERICA
STATE OF FLORIDA
CITY OF CLEARWATER
GAS SYSTEM REVENUE BOND, SERIES 1991
Dated
Date
Maturitv Date
cu.i;
Registered Owner:
Principal Amount:
KNOW ALL MEN BY THESE PRESENTS, that the City of Clearwater,
Florida (hereinafter called "City"), for valu. received, hereby
promises to pay to the Registered Owner identified abov., or
registered assigns, on the Maturity Date specified abov., the
Principal Amount shown above solely from the rovenue. hereinafter
mentioned, and to pay solely from such revenue., int.rest on said
sum from the Dated Date of this Bond or from the most recent
interest payment date to which inter.st has b..n paid, at the rate
of interest per annum set forth above until payment of such sum,
such interest being payable and semi-
annually thereafter on the first day of and the first
day of of each year. The principal of and premium, if
any, on this Bond are payable upon presentation and surrender here-
of on the date fixed for maturity or redemption at the principal
office of (the "Paying Agent") in
, Florida, or at the office de.ignated for such
payment of any successor thereof. The intere.t on this Bond, when
due and payable, shall be paid by check or draft mailed to the
person in whose name this Bond i. rogistered, at his address as it
appears on the Bond Register, at the cIa.. of business on the 15th
day of the month (whether or not a bu. in... day) next preceding the
interest payment date (the "Record oat."), irrespective of any
transfer of this Bond subsequent to such Record Date and prior to
such interest payment date, unle.. the City .hall be in default in
payment of, interest due on such intereat payment date. In the
event of any such default, such defaulted interest shall be payable
to the person in whose name such Bond i. regi.tered at the close
of business on a special record date for the payment of defaulted
interest as established by notice mail.d by the Registrar to the
Registered Holder of the Bonds not Ie.. than fifteen (15) days
preceding such special record data. Such notice shall be mailed
to the person in whose name .uch Bond i. registered at the close
of business on the fifth (5th) day preceding the date of mailing.
14
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All amounts due hereunder shall be payable in any coin or currency
of the united States, which is, at the time of payment, legal
tender for the payment of public or private debts.
This Bond is one of a duly authorized issue of Bonds in the
aggregate principal amount of not exceeding $ ~~ of
like date, tenor and effect, except as to number, installments,
maturity and interest rate, issued to finance the cost of advance
refunding the outstanding Gas System Revenue Bonds, series 1983,
pursuant to the authority of and in full compliance with the
constitution and laws of the State of Florida, including particu-
larly Chapter 166, Part II, Florida statutes, and other applicable
provisions of law, and Ordinance No. (^1-91, duly enacted by'
the City on , 1991, as amended and supplemented
(hereinafter collectively called the "Ordinance"), and is subject
to all the terms and conditions of such Ordinance.
This Bond and the issue of Bonds of which it is a part, are
special obligations of the City payable solely from and secured by
an irrevocable first and prior lien upon and pledge of the net
revenues derived by the City from the operation of the System (the
"Net Revenues") in the manner provided in the Ordinance. This Bond
does not constitute an indebtedness, liability, general or moral
obligation, or a pledge of the faith, credit or taxing power of the
city, the state ot. Florida or any political subdivision thereof,
within the mea,ning of any constitutional, statutory or charter
provisions. Neither the state ot Florida nor any political sub-
division thereof, nor the city shall be obligated (1) to levy ad
valorem taxes on any property to pay the principal of the Bonds,
the interest thereon or other costs incident thereto or (2) to pay
the same from any other funds of the city, except from the Net
Revenues, in the manner provided herein. It is further agreed
between the City and the Registered Holder of this Bond that this
Bond and the indebtedness evidenced hereby shall not constitute a
lien upon the system, or any part thereof, or on any other property
of the City, but shall constitute a first and prior lien only on
the Net Revenues, in the manner provided in the Ordinance.
(INSERT REDEMPTION PROVISIONS)
Bonds in denominations qreater than $5,000 shall be deemed to
be an equivalent number of Bonds of the denomination of $5,000. In
the event a Bond 1s ot a denomination larqer than $5,000, a portion
of such may be redeemed, but Bonds shall be redeemed only in the
principal amount ot $5,000 or any integral multiple thereof. In
the event any of the Bonds or portions thereof are called for
redemption as afor..aid, notice thereot identifying the Bonds or
portions thereof to be redeemed will be given by the Registrar (who
shall be the paying aqent for the Bonds, or such other person, firm
or corporation aa may tram time to time be designated by the City
as the Registrar tor the Bonds) by mailinq a copy of the redemption
notice by first-cla.. mail (postage prepaid) not more than thirty
15
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purposes, and the City shall not be affected by any notice to the
contrary.
This Bond
purpose or be
nance until the
been executed by the
shall not
entitled to
be vali.d or become obligatory for any
any security or benefit under the Ordi-
certificate of authentication hereon shall have
Bond Registrar.
IN WITNESS WHEREOF, the city of Clearwater, Florida, has
issued this Bond and has caused the same to be executed by the
manual or facsimile signature of its city Manager and countersigned
by the manual or facsimile signature of its Mayor-Commissioner, and
its corporate seal or a facsimile thereof to be affixed, impressed,
imprinted, lithographed or reproduced hereon, and attested by the
manual or facsimile signature of its City Clerk, as of the Dated
Date.
CITY OF CLEARWATER, FLORIDA
( SEAL)
city Manager
Mayor-Commissioner
ATTEST:
APPROVED AS
CORRECTNESS:
TO
FORM
AND
city Clerk
City Attorney
18
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CERTIFICATE OF AUTHENTICATION OF BOND REGISTRAR
This Bond is one of the Bonds of the issue described in the
wi thin-mentioned ,'(::C::jj Qtg;n;~Ag~.
By
Authorized Signature
Date of Authentication
The following abbreviations,
the face of the within Bond, shall
written out in full according to
when used in the inscription on
be construed as though they were
applicable laws or regulations:
TEN COM as tenants in common UNIF TRANSFERS TO MIN ACT
TEN ENT as tenants by the
entireties (Cust.)
JT TEN as joint tenants with Custodian for
r iqht of survivorship (Minor)
and not as tenants in under Uniform Transfers to
common Minors Act of
(State)
Additional abbreviations may also be used though not in list
above.
19
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i'
ASSIGNMENT
FOR VALUE RECEIVED, the undersigned
(the "Transferor"), hereby sells, assigns and transfers unto_
(Please insert name
and Social security or Federal Employer Identification number of
assignee)
the within Bond and all rights thereunder,
and hereby
irrevocably constitutes and appoints
(the "Transferee") as attorney to register the transfer
of the within Bond on the books kept for registration thereof, with
full power of substitution in the premises.
Dated:
signature guaranteed:
NOTICE: Signature(s) must be
guaranteed by a member of the
New York stock Exchange or a
commercial bank or a trust
company.
NOTICE: No transfer will be
registered and no new Bond will
be issued in the name of the
Transferee, unless the signa-
ture(s) to this assignment
corresponds with the name as it
appears upon the face of the
within Bond in every particular,
without alteration or enlarge-
ment or any change whatever and
the Social Security or Federal
Employer Identification Number
of the Transferee is supplied.
20
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section 14. APPLICATION OF 1991 BOND PROCEEDS. The proceeds,
including accrued interest and premium, if any, received from the
sale of any or all of the 1991 Bonds shall be applied by the Issuer
as follows:
(A) The accrued interest shall be deposited in the
Interest Account in the Sinking Fund herein created and shall be
used only for the purpose of paying interest becoming due on the
1991 Bonds.
(B) Unless provided from other funds of the Issuer on
the date of issuance of the 1991 Bonds, a sum equal to the Maximum
Bond Service Requirement for the 1991 Bonds shall be deposited in
the subaccount in the Reserve Account in the Sinking Fund, herei!l
created and established for the benefit of the 1991 Bonds, and
shall be used only for the purposes provided therefor.
(C) Unless paid or reimbursed by the original purchasers
of the Bonds, the Issuer shall pay all costs and expenses in
connection with the preparation, issuance and sale of the 1991
Bonds.
(D) A sum which, together with the other funds to be
deposited pursuant to the Escrow Deposit Agreement, and the
investment income to be derived therefrom, will be sufficient to
pay, as of any date of calculation, the principal of, redemption
premium, if any, and interest on the Refunded Bonds as the same
shall become due and or redeemable, shall be deposited pursuant to
the Escrow Deposit Agreement.
Section 15. SPECIAL OBLIGATIONS OF ISSUER. The Bonds shall
be special obligations of the Issuer, payable solely from the Net
Revenues as herein provided. The Bonds do not constitute an
indebtedness, liability, general or moral obligation, or a pledge
of the faith, credit or taxing power of the Issuer, the State of
Florida or any political subdivision thereof, within the meaning
of any constitutional, statutory or charter provisions. Neither
the State of Florida nor any political subdivision thereof nor the
Issuer shall be obligated (1) to levy ad valorem taxes on any
property to pay the principal of the Bonds, the interest thereon
or other costs incident thereto, or (2) to pay the same from any
other funds of the Issuer except from the Net Revenues, in the
manner provided herein. The acceptance of the Bonds by the Holders
from time to time thereof shall be deemed an agreement between the
Issuer and such Holders that the Bonds and the indebtedness
evidenced thereby shall not constitute a lien upon the System, or
any part thereof, or any other property of the Issuer, but shall
constitute a first and prior lien only on the Net Revenues, in the
manner hereinafter provided. The Net Revenues shall be immediately
subject to the lien of this pledge without any physical delivery
thereof or further act, and the lien of this pledge shall be valid
21
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and binding as against all parties having claims of any kind in
tort, contract or otherwise against the Issuer.
The payment of the principal of and the interest on the Bonds
shall be secured forthwith equally and ratably by an irrevocable
lien on the Net Revenues of the System, as defined herein, and the
Issuer does hereby irrevocably pledge such Net Revenues of the
System to the payment of the principal of and the interest on the
Bonds, for the reserves therefor and for all other required
payments.
section 16. COVENANTS OF THE ISSUER. Subject to the provi-
sions of section 17 hereof, for as long as any of the principal of
and interest on any of the Bonds shall be outstanding and unpaid,
or until payment has been provided for as herein permitted, or
until there shall have been set apart in the Sinking Fund, herein
established, inClUding the Reserve Account therein, a sum suffi-
cient to pay when due the entire principal of the Bonds remaining
unpaid, together with interest accrued and to accrue thereon, the
Issuer covenants with the Holders of any and all Bonds as follows:
(A) REVENUE FUND. The entire Gross Revenues, except
the income from investments (hereinafter provided for), derived
from the operation of the System shall upon receipt thereof be
deposited in the "City of Clearwater Gas Revenue Fund" (hereinafter
called the "Revenue Fund"), hereby created and established. Such
Revenue Fund shall constitute a trust fund for the purposes herein
provided, and shall be kept separate and distinct from all other
funds of the Issuer and used only for the purposes and in the
manner herein provided.
(B) SINKING FUND. There is hereby created and estab-
lished a separate fund to be designated "city of Clearwater Gas
System Revenue Bonds, Series 1991 Sinking FOund" (hereinafter called
"Sinking Fund"). There are also hereby created and established in
the Sinking Fund four accounts to be known as the "Interest
Account", "Principal Account", "Reserve Account" and "Bond Amorti-
zation Account". A separate subaccount shall be maintained in the
Reserve Account for each series of Bonds.
(C) DISPOSITION OF REVENUES. All revenues at any time
remaining on deposit in the Revenue Fund shall be disposed of on
or before the fifteenth (15th) day of each month, commencing in
the month immediately following the delivery of the Bonds only in
the following manner and in the following order of priority:
(1) Revenues shall first be used to deposit in the
"city of Clearwater Gas System Operation and Maintenance Fund" (the
"Operation and Maintenance Fund") which fund is hereby created and
established, such sums as are necessary for the Cost of Operation
and Maintenance, as hereinabove defined, for the next ensuing
month.
22
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The required deposits to the Principal Account,
Interest Account and Bond Amortization Account shall be adjusted
in order to take into account the amount of money currently on
deposit therein.
(5) Revenues shall next be applied by the Issuer
to maintain in each subaccount in the Reserve Account a sum equal
to the Reserve Requirement, if any, for any subsequent year on each
series of Bonds, which sum shall initially be deposited therein
from the proceeds of the sale of the Bonds and other funds of the
Issuer.
To the extent the Issuer determines pursuant to a
subsequent resolution to fund a SllbaccOU1'lt wi thin the Reserve
Account for a respective series of Bonds, the Issuer may provide
that the difference between the amounts on deposit in such sub-
account and the Reserve Requirement for such series of Bonds shall
be an amount covered by obtaining bond insurance issued by a
reputable and recognized municipal bond insurer, by a surety bond,
by a letter of credit or any combination thereof or by such other
form of credit enhancement as shall be approved by :t::m:j~ i: resolution
of the IssuerCt::}j: .~9p':~C:,lr:'p#li:gti:::~q:::J~e};;:::~;~i#.tiii*iI::)~~ the series of
Bonds for which such subaccount is established. Such resolution
may also provide for the substitution of such credit enhancement.
Bond :r'g:1]:! :~n$9:*",:li.Q., a surety bond, a letter of creditor any
combination thereof or such other form of credit enhancement may
in the future be deposited in the subaccount in the Reserve Account
for the 1991 Bonds as shall be approved by subsequent resolution
of the Issuer, provided that the provider of such credit
enhancement is then rated in one of the two highest rating
categories (without regard to gradation) by Standard and Poor's
Corporation and Moody'S Investors Service, Inc.
Any withdrawals from any subaccount in the Reserve
Account shall be subsequently restored from the first moneys avail-
able in the Revenue Fund on a pro rata basis as to all subaccounts
in the Reserve Account after all required current payments for the
,operation and Maintenance Fund and Sinking Fund (inClUding all
deficiencies in prior payments to those Funds) have been made in
full.
Notwithstanding any provision of this Resolution to
the contrary, moneys in each subaccount in the Reserve Account
shall be used only for the purpose of the payment of maturing
principal of or interest or making Amortization Installments on
the Bonds for which such subaccount was established when the other
moneys in the Sinking Fund are insufficient therefor, and for no
other purpose, including the payment of any other series of Bonds.
In the event of
Bonds, the Issuer may withdraw
Reserve Account for such series
the refunding of any series of
from the subaccount within the
of Bonds, all or any portion of
24
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the a~ounts accumulated therein with respect to the Bonds being
refunded and deposit such amounts as required by the resolution
authorizing the refunding of such series of Bonds.
(6) The Issuer shall not be required to make any
further payments into the Sinking Fund when the aggregate amount
of money in the Sinking Fund is at least equal to the total Bond
service Requirement of the Bonds then outstanding, plus the amount
of redemption premium, if any, then due and thereafter to become
due on such Bonds then outstanding ')y operation of the Bond
Amortization Account.
(7) The Issuer shall next apply and deposit the
moneys in the Revenue Fund into a special account to be known as
the "City of Clearwater Gas System Renewal and Replacement Fund"
(hereinafter called the "Renewal and Replacement Fund"), which fund
is hereby created and established. The Issuer shall deposit into
the Renewal and Replacement Fund an amount equal to one-twelfth
(1/12) of an amount equal to 5% of prior year's Gross Revenues;
provided, however, that so long as there shall be on deposit in
such Renewal and Replacement Fund a balance of at least $300,000,
no additional deposits in such Fund shall be required. The moneys
in the Renewal and Replacement Fund shall be used only for the
purpose of paying the cost of extensions, enlargements or additions
to, or the replacement of capital assets of the System and
emergency repairs thereto. Such moneys on deposit in such Fund
shall also be used to supplement the Reserve Account if necessary,
in order to prevent a default in the payment of the principal or
Amortization Installments of and interest on the Bonds.
(8) The balance of any moneys remaining in the
Revenue Fund after the above required payments have been made may
be used by the Issuer for any lawful purpose.
(9) The operation and Maintenance Fund, the Sinking
Fund, the Renewal and Replacement Fund, the Revenue Fund, and all
accounts therein and any other special funds herein established and
created shall constitute trust funds for the purposes provided
herein for such funds. All such funds shall be continuously secured
in the same manner as city deposits are authorized to be secured
by the laws of the State of Florida.
Moneys on deposit in the Revenue Fund, and the sinking Fund
(except the Reserve Account therein) may bo invested and reinvested
in the lllanner provided by law provided such investments either
mature or are redeemable at not less than par at the option of the
Issuer not later than the dates on which the moneys on deposit
therein will be needed for the purpose of such fund. The moneys
in the Reserve Account in the Sinking Fund and in the Renewal and
Replacement Fund may be invested and reinvested only in Authorized
Investments, in the manner provided by law. All income on such
investments shall be deposited into the Revenue Fund; provided,
25
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however, that investment income earned in the Bond Amortization
Account shall remain therein or be transferred to the Principal
Account or the Interest Account and used to pay maturing principal,
Amortization Installments and interest on the Bonds.
The cash required to be accounted for in each of the foregoing
funds and accounts may be deposited in a single bank account, and
funds allocated to the various accounts established herein may be
invested in a common investment pool, provided that adequate
accounting records are maintained to reflect and control the
restricted allocation of the cash on deposit therein and such
investments for the various purposes of such funds and accounts as
herein provided.
The designation and establishment of the various funds and
accounts in and by this Ordinance shall not be construed to require
the establishment of any completely independent, self-balancing
funds as such term is commonly defined and used in government
accounting, but rather is intended solely to constitute an ear-
marking of certain revenues for certain purposes and to establish
certain priorities for application of such revenues as herein
provided.
(D) OPERATION OF BOND AMORTIZATION ACCOUNT.
for the credit of the Bond Amortization Account shall
to the retirement of term obligations as follows:
(1) Subject to the provisions of Paragraph (3)
below, the Issuer may purchase Term Bonds then outstanding at the
most advantageous price obtainable with reasonable diligence, such
price not to exceed the principal of such 'ferm Bonds plus the
accrued interest to the date of delivery thereof. The Issuer shall
pay the interest accrued on such Term Bonds to the date of delivery
thereof from the Interest Account and the purchase price from the
Bond Amortization Account, but no such purchase shall be made by
the Issuer within the period of 45 days immediately preceding any
interest payment date on which Term Bonds are subject to call for
redemption, except from money in excess of the amounts set aside
or deposited for the redemption of Term Bonds.
Money held
be applied
(2) Subj ect to the provisions of Paragraph (3 )
below, whenever sufficient money is on deposit in the Bond Amorti-
zation Account to redeem $5,000 or more principal amount of Term
Bonds, the Issuer may call for redemption from money in the Bond
Amortization Account such amount of Term Bonds then subject to
redemption as, with the redemption premium, if any, will exhaust
the money then held in the Bond Amortization Account as nearly as
may be practicable. Prior to calling Term Bonds for redemption,
the Issuer shall withdraw from the Interest Account and from the
Bond Amortization Account and set aside in separate accounts or
deposit with the paying agents the respective amounts required for
26
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paying the interest on and the principal of and redemption premium
applicable to the Term Bonds so called for redemption.
(3) Money in the Bond Amortization Account shall
be applied by the Issuer in each fiscal year to the retirement of
Term Bonds then outstanding in the following order:
. . ,~:~
p
(a) The Term Bonds of each series of Bonds, to
the extent of the Amortization Installment, if any, for such Fiscal
Year for the Term Bonds of each such series then outstanding, plus
the applicable premium, if any, and, if the amount available in
such Fi.scal Year shall not be sufficient therefor, then in propor-
tion to the Amortization Installment, if any, for such Fiscal Year
for the Term Bonds of each such series then outstanding, plus the
applicable premium, if any; provided, however, that if the Term
Bonds of any such series shall not then be subject to redemption
from money in the Bond Amortization Account and if the Issuer shall
at any time be unable to exhaust the money applicable to the Term
Bonds of such series under the provisions of this clause or in the
purchase of such Term Bonds under the provisions of Paragraph 1
above, such money or the balance of such money, as the case may be,
shall be retained in the Bond Amortization Account and, as soon as
it is feasible, applied to the Term Bonds of such series; and
(b) Any balance then remaining, other than
money retained under the first clause of this paragraph 3, may be
applied to the retirement of such Term Bonds as the Issuer in its
sole discretion shall determine I but only, in the case of the
redemption of Term Bonds of any series, in such amounts and on such
terms as may be provided in the resolution or ordinance authorizing
the issuance of the obligations of such series.
(4) The Issuer shall deposit into the Bond Amorti-
zation Account Amortization Installments for the amortization of
the principal of the Term Bonds, together with any deficiencies
for prior required deposits, into the Bond Amortization Account,
such Amortization Installments to be in such amounts and to be due
in such years as shall be determined by resolution or ordinance of
the governing body of the Issuer prior to the delivery of the
Bonds.
The Issuer shall pay from the Sinking Fund all expenses in
connection with any such purchase or redemption.
(E) OPERATION AND MAINTENANCE. The Issuer will maintain
the System and all parts thereof in good condition and will operate
the same in an efficient and economical manner making such expendi-
tures for equipment and for renewals, repairs and replacements as
may be proper for the economical operation and maintenance thereof.
(F) OPERATING BUDGET. The Issuer shall annually, prior
to commencement of each of its Fiscal Years, prepare and adopt a
27
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),
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~'ll,"Z'('l''''.ll,.:~.....~.:.~~tt..w,.~~.~\'~l!,Ut~~;..~. ''!':!\4;'';~:...;{>:/'.'''}': ~,ii':'. ~~: ," .:.
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detailed budget or budgets of the estimated expenditures for the
operation and maintenance of the System during such next succeeding
Fiscal Year. The Issuer shall mail copies of such annual budget
or budgets (including any amendments thereto) to any Holder or
Holders of Bonds who shall file his address with the Issuer and
request in writing that copies of all such budgets be furnished him
and shall make available such budgets of the System at all reason-
able times to any Holder or Holders of Bonds or to anyone acting
for and on behalf of such Holder or Holders, provided that the cost
of reproducing and mailing such budget or budgets shall be borne
by the Holder requesting such budget or budqets.
(G) RATE ORDINANCE. The Issuer covenants to fix,
establish, revise from time to time whenever necessary, maintain
and collect always such fees, rates, rentals and other charges for
the use of the product, services and facilities of the System which
will always provide Revenues in each year sufficient to pay, and
out of such funds pay, 100% of all Costs of Operation and Mainte-
nance of the System in such year and all reserve and other payments
provided for in this Ordinance and 125% of the Bond Service
Requirement due in such year on all outstanding Bonds. Such rates,
fees, rentals or other charges shall not be reduced so as to be
insufficient to provide Revenues for such purposes.
The Issuer further covenants and agrees that the Issuer will
annually within thirty (30) days after adoption of the budget
described in the preceding Subsection F revise such fees, rates,
rentals and other charges for the use of the product, services and
facilities of the System to the extent necessary for the estimated
Gross Revenues to be derived from the operation of the System
during the next succeeding Fiscal Year to increase over the amount
of actual Gross Revenues from the operation of the System for the
next preceding Fiscal Year by the amount that the estimated expen-
ditures,for operation and maintenance of the System during such
next succeeding Fiscal Year shall exceed the actual expenditures
for operation and maintenance of the System during such next
preceding Fiscal Year.
(H) BOOKS AND RECORDS. The Issuer shall also keep books
and records of the Net Revenues of the System which shall be kept
separate and apart from all other books, records and accounts of
the Issuer, and the Holders :r:::!~;l shall have the right at all
reasonable times to inspect all records, accounts and data of the
Issuer relating thereto.
(I) ANNUAL AUDIT. The Issuer shall also, at least once
a year, within six months after the close of its Fiscal Year, cause
the books, records and accounts relating to the System to be
properly audited by a recognized independent firm of certified
public accountants and shall make generally available the report
of such audits to any Holder or Holders of Bonds. Such audits
shall contain a complete presentation of financial statements in
28
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accordance with generally accepted accounting principles. A copy
of such annual audit shall regularly be furnished to any nationally
recognized bond rating service which, upon application of the
Issuer prior to the issuance of the Bonds, shall have published a
rating on the Bonds and to any Holder of any Bonds who shall have
requested in writing that a copy of such reports be furnished him,
provided that the cost of reproducing and mailing such reports
shall he borne by the Holder requesting such reports.
(J) NO MORTGAGE OR SALE OF THE SYSTEM. The Issuer will
not sell, lease, mortgage, pledge or otherwise encumber the System,
or any substantial part th~reof, or any revenues to be derived
therefrom, except as herein provided.
The foregoing provision notwithstanding, the Issuer shall
have and hereby reserves the right to sell, lease or otherwise
dispose of any of the property comprising a part of the System
which the Issuer shall hereafter determine, in the manner provided
herein, to be no longer necessary, useful or profitable in the
operation of the System. Prior to any such sale, lease or other
disposition of said property, if the amount to be received therefor
is not in excess of $50,000, the city Manager of the Issuer or
other duly authorized officer in charge thereof shall make a
finding in writing determining that such property comprising a part
of the System is no longer necessary, useful or profitable in the
operation thereof.
If the amount to be received from such sale, lease or
other disposition of said property shall be in excess of $50,000
but not in excess of $100,000 such City Manager or other officer
shall first make a finding in writing determining that such
property comprising a part of the System is no longer necessary,
useful or profitable in the operation thereof, and the governing
body of the Issuer shall, by resolution or ordinance duly adopted,
approve and concur in the finding of such City Manager or other
officer, and authorize sllch sale, lease or other disposition of
said property.
If the amount to be received from such sale, lease or
other disposition of said property shall be in excess of $100,000
but not in excess of 10% of the value of fixed assets of the System
according to the most recent annual audit report, such City Manager
or other officer shall first make a finding in writing determining
that such property comprising a part of the System is no longer
necessary, useful or profitable in the operation thereof, and the
Consulting Engineer shall make a finding that it is in the best
interest of the System that such property be disposed of, and the
governinq body of the Issuer shall by resolution or ordinance, duly
adopted, approve and concur in the findings of such City Manager
or other officer and of the Consulting Engineer, and shall autho-
rize such sale, lease or other disposition of said property.
29
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Anything in this subparagraph (J) to the contrary not-
withstanding, nothing herein shall restrict the governing body of
the Issuer or, to the extent such authority has been vested in him
by such governing body, the City Manager in the exercise of his
discretion, from authorizing the sale or other disposition of any
of the property comprising a part of the System, if the Consulting
Engineer shall certify that the Net Revenues of the System will not
be materially adversely affected by reason of such sale or
disposition.
t\:'l: $\l?41 proceeds shall be placed in the Renewal and
Replacement Fund or used for the retirement of outstanding Bonds,
in such proportions to be determined by the governing body of the
Issuer upon the recommendations of the City Manager. The payment
of such proceeds into the Renewa1 and Rep1acement Fund shall not
reduce the amounts required to be paid into such Fund by other
provisions herein.
Anything in this subparagraph (J) to the contrary not-
withstanding, nothing herein shall prohibit the Issuer from trans-
ferring ownership of the System to another governmental entity in
accordance with Section 21 hereof without complying with the
provisions of this subparaqraph (J).
(K) INSURANCE. For so long as any of the Bonds are out-
standing, the Issuer will carry adequate fire and windstorm insur-
ance on al1 buildings and structures of the works and properties
of the System which are subject to loss through fire or windstorm,
and wi11 othe~lise carry insurance of all kinds and in the amounts
normally carried in the operation of similar facilities and proper-
ties in Florida; provided, however, that in 1ieu of such insurance
the Issuer may establish a qualified plan of self-insurance. Any
such insurance shall be carried for the benefit of the Holders of
the Bonds. All moneys received for losses under any of such insur-
ance, except public liability, are hereby pledged by the Issuer as
security for the Bonds, until and unless such proceeds are used to
remedy the loss or damage for which such proceeds are received,
either by repairing the property damaged or rep1acing the property
destroyed as SOQn as practicable.
(L) NO FREE SERVICE. The Issuer wil1 not render or
cause to be rendered any free services of any nature by its System,
nor will any preferential rates be established for users of the
same class. Whenever the Issuer, including its departments,
agencies and instrumentalities, shall avai1 itse1f of the product,
faci1ities or services provided by the system, or any part thereof,
the same rates, fees or charges applicable to other customers
receiving like services under similar circumstances shall be
charged to the Issuer and any such department, agency or instrumen-
tality. Such charges shall be paid as they accrue, and the Issuer
shal1 transfer from its general funds to the Revenue Fund suffi-
cient sums to pay such charges. The revenues so received shall be
30
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deemed to be Revenues derived from the operation of the System, and
shall be deposited and accounted for in the same manner as other
Revenues derived from such operation of the System.
(M) ENFORCEMENT OF COLLECTIONS. The Issuer will dili-
gently enforce and collect the rates, fees and other charges for
the services and facilities of the System herein pledged; will take
all steps, actions and proceedings for the enforcement and collec-
tion of such rates, charges and fees as shall become delinquent to
the full extent permitted or authorized by law; and will maintain
accurate records wi th respect thereof. All such fees, rates,
charges and revenues herein pledged shall, as collected, be held
in trust to be applied as herein provided and not otherwise.
The Issuer will, under reasonable rules and regulations,
to the full extent permitted by law, shut off the connection of any
users of the system for non-payment of fees, rentals and other
charges for the services of the System and shall not furnish him
or permit him to receive from the System further service until all
obligations owed by him to the Issuer on account of services shall
have been paid in full.
(N) REMEDIES. Any Holder of Bonds issued under the
provisions hereof or any trustee acting for the Holders of such
Bonds, may either at law or in equity, by suit, action, mandamus
or other proceedings in any court of competent jurisdiction,
protect and enforce any and all rights, including the right to the
appointment of a receiver, existing under the laws of the State of
Florida, or granted and contained herein, and may enforce and
compel the performance of all duties required herein or by any
applicable statutes to be performed by the Issuer or by any officer
thereof.
Nothing herein, however, shall be construed to grant to
any Holder of the Bonds any lien on the System or any real property
of the Issuer.
(0) CONSULTING ENGINEER. The Consulting Engineer shall
provide the Issuer with competent engineering counsel affecting the
proper, efficient and economical operation and maintenance of the
System and in connection with the making of capital improvements
and renewals and replacements to the system. The Gas System
Manager may undertake the duties of Consulting Engineer for
purposes of this Ordinance so long as such Gas System Manager is
a registered engineer in the State of Florida; provided however,
that the Gas system Manager shall not perform the duties of
Consulting Engineer as required in sections 16(J) and (T) of this
Ordinance.
Issuer
survey
(P) CITY MANAGER REPORTS. On an annual basis, the
shall cause to be prepared by the City Manager a report or
of the System, with respect to the management of the
31
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tg5~~;f~~:%~,~~;((~:~:':,~:i>~:~rl?:>:~~,'~"" . ,,~:'
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properties thereof, the sufficiency of the rates and charges for
services, the proper maintenance of the properties of the System,
and the necessity for capital improvements and recommendations
therefor. Such a report or survey shall also show any failure of
the Issuer to perform or comply with the covenants herein
contained.
If any such report or survey of the City Manager reflects
that the rates and charges are insufficient to protect the rights
of the Bondholders, then the Issuer shall take such steps as are
req'lired by law to raise the rates and charges for services of the
System.
(Q) NO COMPETING SYSTEM. To the full extent permitted
by law, the Issuer will not hereafter grant, or cause, consent to,
or allow the granting of, any franchise or permit to any person,
firm, corporation or body, or agency or instrumentality whatsoever,
for the furnishing of competing gas services to or within the
boundaries of the Issuer; provided, however, that if the Gas System
Manager renders an opinion that it would not be feasible for the
Issuer to provide such services to any specific area within the
three years succeeding a request to provide such service, the
Issuer may authorize or allow the granting of such franchise or
permit for such area upon such terms and conditions as it may
approve.
(R) UNLAWFUL CONNECTION PROHIBITED. The Issuer has
enacted an ordinance making it unlawful for any person or persons
to tamper with, change or make any connection with the System with-
out the written consent of the Issuer, or to make any reconnect ion
with the System when service has been discontinued for delinquent
charges, until such delinquent charges have been paid in full,
including interest, reasonable penalties and reconnection charges.
The Issuer will diligently, to the full extent permitted by law,
enforce this covenant and prosecute any person violating the provi-
sions of this covenant or any penal ordinance relating to the same.
(5) ISSUANCE OF OTHER OBLIGATIONS. The Issuer will not
issue any other obligations payable from the Gross Revenues of the
System nor voluntarily create or cause to be created any debt,
lien, pledge, assignment, encumbrance or other charge having
priority to or being on a parity with the lien of the 1991 Bonds
and the interest thereon upon said Revenues except under the condi-
tions and in the manner provided herein. Any obligations issued
by the Issuer other than the 1991 Bonds herein authorized and
Additional Parity Obligations provided for in Subsection T below,
payable from such Revenues, shall contain an express statement that
such obligations are junior and subordinate in all respects to the
1991 Bonds, as to lien on and source and security for payment from
such Revenues.
32
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, I
,
(T) ISSUANCE OF ADDITIONAL PARITY OBLIGATIONS. Addi-
tional Parity Obligations, payable on a parity from the Net Reve-
nues of the System with the 1991 Bonds, may be issued after the
issuance of any 1991 Bonds, for the construction and acquisition
of additions, extensions and improvements to the System or for
refunding purposes and upon the following conditions:
(1) The Net Revenues derived or which would have
been derived, if adjusted as provided herein, from the System,
either during the immediately preceding Fiscal Year, during any
twel ve ( 12) consecuti ve calendar months of the eighteen ( 18)
calendar months immediately preceding the sale of the proposed
Additional Parity Obligations or during the last twelve (12) month
period for which the Issuer has audited financial statements for
the system, at the option of the Issuer, shall have been not less
than :t:itf1: ~~$;~ of the Maximum Bond Service Requirement which will
become due in any calendar year thereafter on (a) the 1991 Bonds
then outstanding, (b) any Additional Parity Obligations issued and
then outstanding, and (c) the Additional Parity Obligations then
proposed to be issued.
In determining the amount of Net Revenues for the
purposes of paragraph (1) above, the Consulting Engineers may
adjust the Net Revenues by adding thereto the following:
(a) The Net Revenues (computed for such
utility on the same basis as net revenues are computed 'for the
System) of any gas utility which the Issuer shall have acquired
prior to the issuance of such Additional Parity Obligations or
which the Issuer shall be acquiring from proceeds of such
Additional Parity Obligations; and
(b) In the event a change has been made in
the rate schedules for services from the System prior to the
issuance of the proposed Additional Parity Obligations for a part
of such 12 month period referred to in (1) above, and such change
has resulted in an increase in Net Revenues, such amount of
additional Net Revenues which the consulting Engineers estimate
would have been received by the Issuer during such 12 month period
if such change in such rate schedule had been in effect during the
entire 12 month period and in the event a change has been made in
the rate schedules for services from the System prior to the
issuance of the proposed Additional Parity Obligations for a part
of such 12 month period referred to in (1) above, and such change
has resulted in a decrease in Net Revenues, by subtracting there-
from such amount of the Net Revenues which the Consulting Engineers
estimate would not have been received by the Issuer during such 12
month period referred to in (1) above, if such change in such rate
schedule had been in effect during the entire 12 month period.
(2) Each resolution or ordinance authorizing the
issuance of Additional Parity Obligations will recite that all of
33
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-~~:."
.~".. " .' ...... ~.. .'1.",., ,. .".. .'~~ "~"." .~, " t 'l~:': '. ",ir :!,",,/ :::~..~~. . ,~t,..' ....,.
,
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'1~~7~i;;'(:,;~'..:.:.:.~".c..."", ..,,~~...,,-,.~~i;.;.,;,;_.:,:~ ::,.:;"";,,,,;:;;,;,~ .:: ,;',;,_, ".. ;,' .h ,C! .'" ,;.,. ,', _
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the covenants herein contained will be applicable to such
Additional Parity Obligations.
(3) The Issuer shall not be in default in
performing any of the covenants and obligations assumed hereunder,
and all payments herein required to have been made into the
accounts and funds, as provided hereunder, shall have been made to
the full extent required.
SECTION 17. AMENDING AND SUPPLEMENTING OF ORDINANCE WITHOUT
CONSENT OF REGISTERED OWNERS OF B~. The Issuer, from time to
time and at any time and without the consent or concurrence of any
Registered Owner of any Bond, may adopt an ordinance or resolution
amendatory hereof or supplemental hereto, if the provisions of such
supplemental ordinance or resolution shall not adversely affect the
rights of the Reqistered Owners of the Bonds then outstanding, for
anyone or more of the following purposes:
(A) To make any changes or corrections in this Ordinance
as to which the Issuer shall have been advised by counsel that are
required for the purpose of curing or correcting any ambiguity or
defective or inconsistent provision or omission or mistake or mani-
fest error contained in this Ordinance, or to insert in this Ordi-
nance such provisions clarifying matters or questions arising under
this Ordinance as are necessary or desirable;
Issuer
Bonds;
(B) To add additional covenants and agreements of the
for the purpose of further securing the payment of the
(C) To surrender any right, power or privilege reserved
to or conferred upon the Issuer by the terms of this Ordinance;
(D) To confirm as further assurance any lien, pledge or
change, or the subjection to any lien, pledge or change, created
or to be created by the provisions of this Ordinance;
(E) To grant to or confer upon the Registered Owners
any additional right, remedies, powers, authority or security ~hat
lawfully may be granted to or conferred upon them;
(F) To assure compliance with Federal "arbitrage" provi-
sions in effect from time to time;
(G) To bring all or a portion of the System into compli-
ance with applicable state or federal laws; and
(H) To modify any of the provisions of this Ordinance
in any other respects provided that such modification shall not be
effect! ve until after the Bonds outstanding at the time such
supplemental ordinance or resolution is adopted shall cease to be
outstandinq, or until the Holders thereof consent thereto pursuant
34
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'... ,1. ...:..." .;.....,.. ~. . .f' >~...~ ,~.". ,,~~:. :~ .'. ~"lo~ .-~:~. ':,',- ~'. ".~J'~ 1." ,,;': ,.'..
.
. ,. ~ :" ,"..~ l.'~ '" _
to section 18 hereof, and any Bonds issued subsequent to any such
modification shall contain a specific reference to the modifi-
cations contained in such supplemental ordinance or resolution.
SECTION 18. AMENDMENT OF ORDINANCE WITH CONSENT OF REGISTERED
OWNER OF BONDS. Except as provided 1n Section 17 hereof, no
material modification or amendment of this Ordinance or of any
ordinance f~l amendatory hereof or 6~a:~ij~:::::::U::pji:=::::;:;;.~:9'):\l~~PT,i
supplemental hereto may be made without the consent in writing of
the Registered Owners of fifty-one percent or more in the principal
amount of the Bonds of each Series so affected and then
outstanding; provided, however, that no modification or amendment
shall permit a change in the maturity of such Bonds or a reduction
in the rate of interest thereon or in the amount of the principal
obligation thereof or affecting the promise of the Issuer to pay
the principal of and interest on the Bonds as the same shall become
due from the Net Revenues of the System or reduce the percentage
of the Registered Owners of the Bonds required to consent to any
material modification or amendment hereof without the consent of
the Registered Owner or Registered Owners of all such obligations.
For purposes of this Section, to the extent any Bonds are secured
by a Credit Facility and such Bonds are then rated in one of the
two highest rating categories (lvithout regard to gradation) by
either Standard & Poor's Corporation or Moody's Investors Service,
Inc., or successors and assigns, then the consent of the Credit
Facility Issuer shall be deemed to constitute the consent of the
Registered Owner of such Bonds and in such case no consent of the
Registered Owners of such Bonds shall be required; provided,
however, a copy of such amendment shall be provided to such rating
agencies not less than thirty (30) days prior to the effective date
thereof.
Section 19. DEFEASANCE. If, at any time, the Issuer shall
have paid, or shall have made provision for payment of, the prin-
cipal, interest and redemption premiums, if any, with respect to
the 1991 Bonds, then, and in that event, the pledge of and lien on
the Net Revenues in favor of the Holders of the 1991 Bonds shall
be no longer in effect. For purposes of the preceding sentence,
deposit of Federal Securities or bank certificates of deposit fully
secured as to principal and interest by Federal Securities in
irrevocable trust with a banking institution or trust company, for
the sole benefit of the Bondholders, in respect to which such
Federal Securities or certificates of deposit, the principal of
which, together with the income thereon, will be suffi.cient to make
timely payment of the principal, interest, and redemption premiums,
if any, on the outstand~ng 1991 Bonds, shall be considered
"provision for payment. II Nothing herein shall be deemed to require
the Issuer to call any of the outstanding 1991 Bonds for redemption
prior to maturity pursuant to any applicable optional redemption
provisions, or to impair the discretion of the Issuer in deter-
mining whether to exercise any such option for early redemption.
35
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,- :'::\);~~w~t
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. ~ ~,~" ;'~"':t:i~i~~l~j.:.r~~t>~;~\);jt~i-":.~~;;~'L' ":'-:::.~~ ~': :;h;~...,1.~ .:.;:~
of. ..;..... ."':!,;.t. .M~ "..: (.:',:"" -... < . ..,,": ~.~. t.' , .... ,~.., ~ "
.," '
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..... t . on .
.~, ":", ft.f~~'r:.'.'.
..' ',' ,'.' ,~~;;,~,;,~:;'~~~ij/""" i~;:,'i:~~;;'~,~f'~~'~ ,::, ,~" ;:;'j~;';~~:~;r;'::::,;;:':;~q\"
',0,,< ,>l" ,.." "..,.;,......\u.~~,~\1'.tliL>.i:.;.!'_,.I..<Q~I'S'.~, .," .... ;'''if! ',)' """.,', ", "\,, ..
'..;;;ffil~Kt' :~t~.~;;);f: ~.~' '\{~'\ "
section 20.
FEDERAL INCOME TAX COVENANTS.
(A) The Issuer covenants with the Registered Owners of
each series of Bonds that it shall not use the proceeds of such
series of Bonds in any manner which would cause the interest on
such series of Bonds to be or become includable in the gross income
of the Registered Owner thereof for federal income tax purposes.
(B) The Issuer covenants with the Registered Owners of
each series of Bonds that neither the Issuer nor any person under
its control or direction will make any use of the proceeds of such
series of Bonds (or amounts deemed to be proceeds under the Code)
in any manner which would cause such series of Bonds to be
"arbitrage bonds" within the meaning of section 148 of the Code
and neither the Issuer nor any other person shall do any act or
fail to do any act which would cause the interest on such series
of Bonds to become includable in the gross income of the Registered
Owner thereof for federal income tax purposes.
ee) The Issuer hereby covenants with the Registered
Owners of each series of Bonds that it will comply with all
provisions of the Code necessary to maintain the exclusion of
interest on the Bonds from the gross income of the Registered Owner
thereof for federal income tax purposes, including, in particular,
the payment of any amount required to be rebated to the U. S.
Treasury pursuant to the Code.
section 21. GOVElUlMENTAL REORGANIZATION . Notwithstanding
any other provisions of this Ordinance, this Ordinance shall not
prevent any lawful reorganization of the governmental structure of
the Issuer, including a merger or consolidation of the Issuer with
another public body or the transfer of the system to another public
body, provided that any reorganization which affects the System or
any transfer of the System shall provide that the System shall be
continued as a single enterprise and that any public body which
succeeds to the ownership and operation of the System shall also
assume all rights, powers, obligations, duties and liabilities of
the Issuer under this Ordinance and pertaining to all Bonds.
section 22. COVENANTS WITH CREDIT FACILITY ISSUER. The
Issuer may make such covenants as it may, in its sole discretion,
determine to be appropriate with any Credit Facility Issuer that
shall agree to provide a Credit Facility for one or more series
that shall enhance the security or the value of such Bonds. Such
covenants may be set forth in a resolution adopted prior to or
simultaneously with the sale of such Bonds and shall have the same
effect as if such covenants were set forth in full in this
Ordinance.
Section 23. SEVERABILITY. If anyone or more of the cove-
nants, agreements, or provisions of this Ordinance should be held
contrary to any express provision of law or contrary to the policy
36
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,," ',,(. ".'..
.--.-.-
\t.,
",~
I
: ':'.~,9.'", 'i ~:-~ rt '_:..~ ;:~:)'.:.:~>~ :";:' ~~:i~~" ':.::~:~;~"~"~( :~{:;~::.l: ~~~::~.&f,,~~ ';1 i;il.~~:/ i
of express law, though not expressly prohibited, or against public
policy, or shall for any reason whatsoever be held invalid, then
such covenants, agreements or provisions shall be null and void and
shall be deemed separate from the remaining covenants, agreements
or provisions of this Ordinance or of the Bonds.
section 24. SALE OF BONDS. 1991 Bonds shall be issued and
sold at public or private sale at such price or prices consistent
with the provisions of the Act and the requirements of this Ordi-
nance as the Issuer shall hereafter determine by ordinance or
resolution. If the 1991 Bonds are issued in installments, no 1991
Bonds shall be issued after issuance of the first installment
unless all requirements of Section 16 T of this Ordinance, relating
to Additional Parity Obligations, are met.
SECTION 25. PRELIMINARY OFFICIAL STATEMENT. The distribution
of a preliminary Official Statement relating to the 1991 Bonds is
hereby approved in such form and substance as shall be approved by
the Mayor and City Manager of the Issuer. The Mayor and the City
Manager are hereby authorized to deem such Preliminary Official
statement as "final" within the meaning of Rule 15c-2-12 of the
Securities and Exchange Commission, except for certain "permitted
omissions" as defined in such rule.
Section 26. REPEAL OF INCONSISTENT INSTRUMENTS. All ordi-
nances or resolutions, or parts thereof, in conflict herewith are
hereby repealed to the extent of such conflict.
Section 27. EFFECTIVE DATE. This Ordinance shall become
effective immediately upon its enactment.
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ESCROW DEPOSIT AGREEMENT
THIS ESCROW DEPOSIT AGREEMENT, dated as of 1, 1991,
by and between the CITY OF CLEARWATER, FLORIDA (the "Issuer"), and
,
Florida, a banking association organized under
[state of Florida] [United States of America], as
its successors and assigns (the "Escrow Holder");
,
the laws of the
Escrow Holder and
WIT N E SSE T H:
WHEREAS, the Issuer has previously authorized and issued obli-
gations, hereinafter defined as "Refunded Bonds", as to which the
Total Debt Service (as hereinafter defined) is set forth on
Schedule A; and
WHEREAS, the Issuer has determined to provide for payment of
the Total Debt Service of the Refunded Bonds by depositing with the
Escrow Holder an amount which together with investment earnings
thereon is at least equal to such Total Debt service; and
WHEREAS, in order to obtain the funds needed for such purpose,
the Issuer has authorized and is, concurrently with the delivery
of this Agreement, issuing its Gas System Refunding Revenue Bonds,
Series 1991, as defined herein; and
WHEREAS, the execution of this Escrow Deposit Agreement
full performance of the provisions hereof shall defease
discharge the Issuer from the aforestated obligations;
and
and
NOW, THEREFORE, in consideration of the mutual covenants and
agreements herein contained, the Issuer and the Escrow Holder agree
as follows:
SECTION 1.
mean:
Definitions.
As used herein, the following terms
(a) "Agreement" means this Escrow Deposit Aqreement.
(b) "Annual Debt Service" means the interest and principal
on the Refunded Bonds coming due in such year as shown on Schedule
A attached hereto and made a part hereof.
(c) "Call Date" shall have the same meaning as set forth in
the Redemption Resolution.
(d) "Bonds" means the $
Florida, Gas System Revenue Bonds,
Ordinance.
Series
ci ty of Clearwater,
1991, issued under the
EXHIBIT A
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(e) uEscrow Account" means the account hereby created and
entitled Escrow Account established and held by the Escrow Holder
pursuant to this Agreement, in which cash and investments will be
held for payment of the principal of and accrued interest on the
Refunded Bonds as they become due and payable.
. ~t?;~*
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(f) "Escrow Holder" means
its primary corporate trust office in
its successors and assigns.
,
, having
Florida, and
(9) "Escrow Requirement" means, as of any date of
calculation, the sum of an amount in cash and principal amount of
Federal Securities in the Escrow Account which together with the
interest to become due on the Federal Securities will be sufficient
to pay the Total Debt Service on the Refunded Bonds in accordance
with Schedule A.
(h) "Federal Securities" means any bonds or other obligations
which as to principal and interest constitute direct obligations
of, or are unconditionally guaranteed by, the United States of
America, none of which permit redemption at the option of the
united states of America prior to the dates on which such Federal
Securities shall be applied pursuant to this Aqreement.
(i) "Issuer" means the City of Clearwater, Florida, and its
successors and assigns.
(j) "Ordinance" means the ordinance adopted by the governing
body of the Issuer on , 1991, as amended and supple-
mented from time to time, authorizing issuance of the Bonds.
(k) "Redemption Resolution" means a resolution adopted by the
governing body of the Issuer which provides for redemption of
certain of the Refunded Bonds on the Call Date, irrevocably
instructs the Escrow Holder to give notice of such redemption, and
directs the paying agents for the Refunded Bonds to pay the
Refunded Bonds and the interest thereon upon surrender thereof at
maturity or on their Call Date whichever is earlier.
(1) "Refunded Bonds" means the remaining bonds outstanding
of the City of Clearwater, Florida, Gas System Revenue Bonds,
Series 1983.
(m) "Total Debt Service" means the sum of the principal and
interest remaining unpaid with respect to the Refunded Bonds in
accordance with Schedule A attached hereto.
SECTION 2. Deposit of Funds. The Issuer hereby deposits
$ with the Escrow Holder for deposit into the Escrow
Account in immediately available funds, which funds the Escrow
Holder acknowledges receipt of, to be held in irrevocable escrow
by the Escrow Holder separate and apart from other funds of the
2
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. . .
:It~%~,~r<.;';rl~)" W~f1~.\,,~~;f;~~r,t,,/~~~~[~J~~r~~~r9~~~'~l*~~~}~f~"':~',;~:,:~~~~~p.;-:;!~.
Escrow Holder and applied solely as provided in this Agreement.
$ of such funds are being derived from proceeds of
the Bonds. $ of such funds are being derived
from legally available funds of the Issuer. The Issuer represents
that such funds are derived from the net proceeds of the Bonds and
other lawfully available funds of the Issuer and are at least equal
to the Escrow Requirement as of the date of such deposit.
SECTION 3. Use and Investment of Funds. The Escrow Holder
acknowledges receipt of the sum described in Section 2 and agrees:
(a) to hold the funds and investments purchased pursuant to
this Agreement in irrevocable escrow during the term of this Agree-
ment for the sole benefit of the holders of the Refunded Bonds;
(b) to immediately invest $ of such funds
derived from the proceeds of the Bonds in the Federal Securities
set forth on Schedule B attached hereto and to hold such securities
and $ of such funds in cash in accordance with the terms
of this Agreement;
(c) in the event the securities described on Schedule B
cannot be purchased, substitute securities may be purchased with
the consent of the Issuer but only upon receipt of verification
from an independent certified public accountant that the cash and
securities deposited will not be less than the Escrow Requirement;
and
(d) there will be no investment of funds except as set forth
in this Section J.
SECTION 4.
Payment of Bonds and Expenses.
(a) Refunded Bonds. On the dates and in the amounts set
forth on Schedule A, the Escrow Holder shall transfer to
, the Paying Agent for the Refunded Bonds (the
"Paying Agent"), in immediately available funds, a sum sufficient
to pay thae portion of the Annual Debt Service for the Refunded
Bonds coming due on such dates, as shown on Schedule A.
(b) Surplus. After making the payments from the Escrow
Account described in Subsection 4(a) above, the Escrow Holder shall
retain in the Escrow Account any remaining cash in the Escrow
Account in excess of the Escrow Requirement until the termination
of this Agreement, and shall then pay any remaining funds to the
Issuer for deposit to the Sinking Fund created in the Ordinance.
(c) Priority of PaYments. The holders of the Refunded Bonds
shall have an express first lien on the funds and Federal
Securities in the Escrow Account until such funds and Federal
Securities are used and applied as provided in this Agreement.
3
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SECTION 5. Reinvestment. (a) Except as provided in Section
3 and in this Section, the Escrow Holder shall have no power or
duty to invest any funds held under this Agreement or to sell,
transfer or otherwise dispose of or make substitutions of the
Federal Securities held hereunder.
(b) At the written request of the Issuer and upon compliance
with the conditions hereinafter stated, the Escrow Holder shall
sell, transfer or otherwise dispose of any of the Federal
Securities acquired hereunder and shall substitute other Federal
Securities. The Issuer will not request the Escrow Holder to
exercise any of the powers described in the preceding sentence in
any manner which, will cause interest on the Bonds to be included
in the gross income of the holders thereof for purposes of Federal
income taxation. The transactions may be effected only if (i) an
independent certified public accountant selected by the Issuer
shall certify or opine in writing to the Issuer and the Escrow
Holder that the cash and principal amount of Federal Securities
remaining on hand after the transactions are completed will be not
less than the Escrow Requirement, and (ii) the Escrow Holder shall
recei ve an opinion f]:om a nationally recognized bond counsel
acceptable to the Issuer to the effect that the transactions, in
and by themselves will not cause interest on such Bonds to be
included in the gross income of the holders thereof for purposes
of Federal income taxation.
SECTION 6. No Redemption or Acceleration of Maturi tV. Except
as set forth in the Redemption Resolution, the Issuer will not
accelerate the maturity of, or exercise any option to redeem before
maturity any Refunded Bonds.
SECTION 7. Responsibi li ties of Escrow Holder. The EscroW'
Holder and its respective successors, assigns, agents and servants
shall not be held to any personal liability whatsoever, in tort,
contract, or otherwise, in connection with the execution and
delivery of this Agreement, the establishment of the Escrow
Account, the acceptance of the funds deposited therein, the
purchase of the Federal securities, the retention of the Federal
Securities or the proceeds thereof or for any payment, transfer or
other application of moneys or securities by the Escrow Holder in
accordance with the provisions of this Agreement or by reason of
any non-negligent or non-willful act, omission or error of the
Escrow Holder made in good faith in the conduct of its duties. The
Escrow Holder shall, however, be responsible for its negligent or
willful failure to comply with its duties required hereunder, and
its negligent or willful acts, omissions or errors hereunder. The
duties and obliqations of the ~scrow Holder may be determined by
the express provisions of this Agreement. The Escrow Holder may
consult with counsel, who mayor may not be counsel to the Issuer,
and in reliance upon the opinion of such counsel shall have full
and complete authorization and protection in respect of any action
taken, suffered or omitted by it in qood faith in accordance
4
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therewith. Whenever the Escrow Holder shall deem it necessary or
desirable that a matter be proved or established prior to taking,
suffering or omitting any action under this Agreement, such matter
may be deemed to be conclusively established by a certificate
signed by an authorized officer of the Issuer.
SECTION 8. Resianation of Escrow Holder. The Escrow Holder
may resign and thereby become discharged from the duties and obli-
gations hereby created, by notice in writing given to the Issuer,
any rating agency then providing a rating on either the Refunded
Bonds or the Bonds, and the paying Agent for the Refunded Bonds not
less than sixty (60) days before such resignation shall take
effect. Such resignation shall not take effect until the
appointment of a new Escrow Holder hereunder.
SECTION 9.
Removal of Escrow Holder.
(a) The Escrow Holder may be removed at any time by an
instrument or concurrent instruments in writing, executed by the
holders of not less than fifty-one percentum (51%) in aggregate
principal amount of the Refunded Bonds then outstanding, such
instruments to be filed with the Issuer, and notice in writing
given by such holders to the original purchaser or purchasers of
the Bonds and published by the Issuer once in a newspaper of
general circulation in the territorial limits of the Issuer, and
in a daily newspaper or financial journal of general circulation
in the City of New York, New York, not less than sixty (60) days
before such removal is to take effect as stated in said instrument
or instruments. A photographic copy of any instrument filed with
the Issuer under the provisions of this paragraph shall be
delivered by the Issuer to the Escrow Holder.
(b) The Escrow Holder may also be removed at any time for any
breach of trust or for acting or proceeding in violation of, or for
failing to act or proceed in accordance with, any provisions of
this Agreement with respect to the duties and obligations of the
Escrow Holder by any court of competent jurisdiction upon the
application of the Issuer or the holders of not less than five
percentum (5%) in aggregate principal amount of the Bonds then out-
standing, or the holders of not less than five percentum (5%) in
aggregate principal amount of the Refunded Bonds then outstanding.
(c) The Escrow Holder may not be removed until a successor
Escrow Holder has been appointed in the manner set forth herein.
SECTION 10.
Successor Escrow Holder.
(a) If at any time hereafter the Escrow Holder shall resign,
be removed, be dissolved or otherwise become incapable of acting,
or shall be taken over by any governmental official, agency,
department or board, the position of Escrow Holder shall thereupon
become vacant. If the position of Escrow Holder shall become
5
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. .
vacant for any of the foregoing reasons or for any other reason,
the Issuer shall appoint an Escrow Holder to fill such vacancy.
The Issuer shall either (i) publish notice of any such appointment
made by it once in each week for four (4) successive weeks in a
newspaper of general circulation published in the territorial
limits of the Issuer and in a daily newspaper or financial journal
of general circulation in the City of New York, New York, or (ii)
mail a notice of any such appointment made by it to the Holders of
the Refunded Bonds within thirty (30) days after such appointment.
(b) At any time within one year after such vacancy shall have
occurred, the holders of a majority in principal amount of the
Bonds then outstanding or a majority in principal amount of the
Refunded Bonds then outstanding, by an instrument or concurrent
instruments in writing, executed by ei ther group of such bond-
holders and filed with the governing body of the Issuer, may
appoint a successor Escrow Holder, which shall supersede any Escrow
Holder theretofore appointed by the Issuer. Photographic copies
of each such instrument shall be delivered promptly by the Issuer,
to the predecessor Escrow Holder and to the Escrow Holder so
appointed by the bondholders. In the case of conflicting appoint-
ments made by the bondholders under this paragraph, the first
effective appointment made during the one year period shall govern.
(c) If no appointment of a successor Escrow Holder shall be
made pursuant to the foregoing provisions of this Section, the
holder of any Refunded Bonds then outstanding, or any retir ing
Escrow Holder may apply to any court of competent jurisdiction to
appo int a successor Escrow Holder. Such court may thereupon, after
such notice, if any, as such court may deem proper and prescribe,
appoint a successor Escrow Holder.
SECTION 11. Payment to Escrow Holder. The Escrow Holder
hereby acknowledges that it has agreed to accept compensation under
the Agreement in the sum of $ , which the Issuer agrees to
pay on the date of delivery of the Bonds for services to be
performed by the Escrow Holder pursuant to this Agreement, plus
out-of-pocke/c expenses to be reimbursed at cost from legally
available funds of the city.
SECTION 12. Term. This Agreement shall commence upon its
execution and delivery and shall terminate when the Refunded Bonds
have been paid and discharged in accordance with the proceedings
authorizing the Refunded Bonds.
SECTION 13. Severability. If anyone or more of the cove-
nants or agreements provided in this Agreement on the part of the
Issuer or the Escrow Holder to be performed should be determined
by a court of competent jurisdiction to be contrary to law, such
covenant or agreements herein contained shall be null and void and
shall in no way affect the validity of the remaining provisions of
this Agreement.
6
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SECTION 14. Amendments to this Agreement. This Agreement is
made for the benefit of the Issuer and the holders from time to
time of the Refunded Bonds and the Bonds and it shall not be
repealed, revoked, altered or amended in whole or in part without
the written consent of all affected holders, the Escrow Holder and
the Issuer; provided, however, that the Issuer and the Escrow
Holder may, without the consent of, or notice to, such holders,
enter into such agreements supplemental to this Agreement as shall
not adversely affect the rights of such holders and as shall not
be inconsistent with the terms and provisions of this Agreement,
for anyone or more of the following purposes:
(a) to cure any ambiguity or formal defect or omission in
this Agreement;
(b) to grant to, or confer upon, the Escrow Holder, for the
benefit of the holders of the Bonds and the Refunded Bonds any
additional rights, remedies, powers or authority that may lawfully
be granted to, or. conferred upon, such holde3:s or the Escrow
Iiolder; and
(c) to subject to this Aqreement additional funds, securities
or properties.
The Escrow Holder shall, at its option, be entitled to rely
exclusively upon an opinion of nationally recognized attorneys on
the subject of municipal bonds acceptable to the Issuer with
respect to compliance with this section, including the extent, if
any, to which any chanqe, modification, addition or elimination
affects the rights of the holders of the Refunded Bonds or that any
instrument executed hereunder complies with the conditions and
provisions of this Section.
SECTION 15. Counterpart~. This Agreement may be executed in
several counterparts, all or any of which shall be regarded for all
purposes as one original and shall constitute and be but one and
the same instrument~
SECTION 16. Governina Law. This Agreement shall be construed
under the laws of the state of Florida.
7
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IN WITNESS WHEREOF,
Agreement to be executed
their corporate seals to be
date first above written.
the parties hereto
by their duly authorized officers
hereunto affixed and attested as of
have
caused
this
and
the
CITY OF CLEARWATER, FLORIDA
(SEAL)
Mayor-Commissioner
ATTEST:
City Clerk
Approved as to form and
correctness:
City Attorney
[ESCROW HOLDER]
( SEAL)
By
Title:
ATTEST~
Title:
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SCHEDULE A
SCHEDULE OF DEBT SERVICE
FOR
CITY OF CLEARWATER, FLORIDA
GAS SYSTEM REVENUE BONDS
SERIES 1983
DATE DUE
PRINCIPAL.
PREMU'"
INTEREST
TOTAL
DEBT SERVICE
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SCHEDULE B
SCHEDULE OF FEDERAL SECURITIES
(To be Provided)
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CITY OP ClEAR~TER. FLORIDA
Oe, Sy.tern Revenue lIonds. Serle. 1991
Scenar'o 2. Upfront SavIngs
====~~~==K......ee=~e~~
SOORCES AND USES OF FUNDS
.........e~:=========~a~
scu~c~s OF FUNDS
Par ~t . . . . . . . . . .. . . .. . . . . . . . " . . " . . . .
Lfqufdat~ R...rve Fund Honeyo ..........
lond Fund Moneys ...............",......
AVlfleble Unspent 1983 Proc~tds .........
Accrued Jnt.r~t ........................
$8,205,000.00
735,675.00
291,706.67
0.00
0.00
Totll Sources:
S9,232,381.61
US!S OF FUNDS
SLG Escrow Cost ......._.................
Open N,rket purch.... ...................
D~poa't to Sov'ngl Account ..............
Otbt Serv'ce Reserve Fund ...............
Undtrwrfter'a Df.oount Q1.2S0~ ...........
COlt of J88UahCe Q1.00DX .................
Insurance prQIIIu.'l ao.4DX .................
Orlgtnal lIeu. Discount .................
Accrued Interelt
.,.~....................
Cont I noeney ...............................
16,516,020.69
1,027,381.67
720,000.00
720,'67.50
102,562.50
82,050.00
63,534.63
0.00
0.00
2M.68
Totel Usos:
S9 ,232,581.67
Re$TRICTED RATE:
EFFECTIVE INTEREST COST:
6.71817S87X
6.98879645~
. ilK WtlEY, HARall UPHAM , eo. INCOlPOllATED
PUlLlC "!WICI OIPMT....'
DATEz 1/18191 TIM: 9:35 AM
FILENAM!: CI\PH,Cct.W\GAS.WlCJ
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CITY OF CLEARWATER. FLORIDA
GU sYltem Revenue Bond., Series 1991
S~enDrio 2: Upfront Savings
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CAlCULAY'ON or NET DEBT SERVICE SAVI~iS
~B~a==B~=~e#~e=~aa...aG8~.=c......aDaa
<:-.... Series 1983 Refunded Bond9 .......) c--.-- Series 1991 Refunding Bonds ... . -)
CSR IncOl'llflJ Q
8.000" DSR Inccme IE ket Debt PV of Net
Perfod Gross Annual & Balance In Net Annual Grosl Anrusl Balance fn Net Amual service Debt Servfee
Endfn; D~bt Serv(ee Ftnel Year Debt Service Debt Servh:e FfNll Year oebt Service Savings livings
01-Sep-91 122,103 9,681 112,422 113.228 7,970 10S,246 7,174 7,095
01-Sep-92 735,020 58,854 676,166 718,193 48,409 669,784 6,382 7,330
01-Sep.93 731,410 58,854 672,556 713.788 40,409 ~5,379 7,177 7.5&2
01-Sep'94 132,170 58,854 673 ,316 T1S,745 48,409 665,336 7,980 1,740
01-Sep-9' 131,8~O 58,854 672,996 T17,7~ 48,~09 669,369 3,627 3,948
01-S~'96 735,475 '8,854 676,621 720,568 48,409 672,159 4,462 4,299
01- sep-97 732,570 58,854 673,716 717,173 48,409 668,164 4,952 ',356
01-Sop-98 733.620 5B.854 674,766 717,840 4B,409 669,431 5,3'$ 4,320
01.Sep.99 733,150 58,854 674,296 711,370 48,409 668,961 5,335 4,044
01 - Sep- 2000 730,575 58,854 671,7l1 71',733 48,40'1 667 ,32~ 4,397 3,26S
01-sop-ZOOl 731,575 58,854 672,721 717,898 48.409 669,489 3,232 2,451
01-Sep.aOO2 735,675 58,854 616,821 718,523 48,409 670,11(. 6,707 3,944
01-S@p-2DD3 732.400 58,854 673,546 717,733 48.409 669,3Z4 4,222 2,560
OI'Sep-ZOO4 732,225 58,854 67.$,371 715,508 48,409 667, C'J99 6,272 3,235
D1'Sep.200S 734,675 58,654 fi7S,821 720,533 48,409 672,124 3,697 2,001
01- Sep-ZOO6 733,635 58,854 614,781 718,533 48,409 670.124 4,657 2,201
01- Sep-ZOOT 734,685 58,854 675,831 719,845 48,409 671,436 4,395 1,939
01-sep-2008 732.340 58.854 673,486 71',133 48.409 665, 724 7,76Z 2,863
Of'SQP.ZOO9 731,600 58,854 672,746 716,733 48,409 66&,324 4,422 1.632
Dl.Sep-201D 131,980 58,854 673,126 716,455 48,409 668,046 5,080 1.669
01'Scp-ZOf1 732.995 58,8S4 674,141 718,780 48,409 670.37' 3,170 1,166
01.sep~201Z 734,160 58,854 67S,306 718,365 48,409' 669,956 5,350 1,426
01.Sep-2013 734,990 794,529 (59.539) 705,210 168,976 (63,766) 4,227 1.015
Dl,scp-2014
01-S.,p-2015
01.Sep-Z016
01 'Sup. 2017
$16,250,878 t2.~O. '" $14,2to,134 "$,883,658 Sf,793,545 $14,090,113 S120,621 182,060
Cash prov(ded at eloelngl
PV of N't Debt Service $evfngs:
$720,265
82,060
Total PY of Net Debt Service Savings,
S802,324
'Mir" IAIUlEY, 1fAR111 UP""" & co. INCORPORAllD
. ""LlC fJlWtCE O!PMTM2I'
DAYE: 7/'8/91 TIME: 9:35 AM
FILENAME: C:\P"\CCLW\GA'.Wk3
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CITY Of CLEARWATER, FLORIDA
aas ty.ten Revenue Bonda, serle. 1~1
sc~norlo 11 level Not Debc S.rvlo. Swvlngt
......=......aa.a~a...~.~~.....g..g..Q.
CALCULATION OF NET DEBT IERVICE lAVING'
a:z=a~~.=e=.........=.S.....M.=.~==..n
<..... gerie. 1983 Refunded Sonds ......> (-..-. Serfes 1991 Refunding Bondi .....>
DSR Income II
B.OOOX DSR J ncom .. Net Ooht PV of Net
Period Gross Annual & Bt.JltlhCtI In Net Amusl Gross Annullt Balance In N~t Annua I Service Debt '.rvlce
Ending Debt Service Final Year Debt service Debt Service Final Ye.r Debt Service Stvlng, ..vlnus
01' Sep' 91 122,103 9,681 112,422 7~,521 7,245 72.276 40,146 39,707
01.Sep.92 735,020 5&,054 676,166 652,128 43,956 608,172 61,994 65,096
Dl'Sep.93 731,410 58,M4 671, '56 648,465 43,956 604.509 68,047 60,982
01-Sep-94 732,170 58,854 673,316 649.195 43,956 605,239 68,077 '7,110
01-Scp.95 731,850 58,854 672,996 649,030 43,956 605,074 61,922 53,:540
01-Sep'96 735,475 58,854 676,621 652,930 43,956 608,974 61,647 49,732
Ol'Sep-97 732,570 58,854 6TJ,716 650,675 43,956 6~,719 66,997 46,114
01'Sep-98 733,620 58,854 674,766 647.513 '.3,956 603,551 71,209 45,182
01-sep'99 733,150 58,854 674,296 648,530 43,956 604,574 69,722 41,974
01-sep-2000 730,575 58,aS4 671,721 648,405 43,956 604,449 67,272 37,932
01-Sep-2001 731,575 58,854 672,721 647,108 43,956 603,152 69,569 36,658
01.Sep.2002 735,675 'e,e54 6T6,8Z1 654,608 43,956 610,652 66,169 32,662
01- sep- 2003 732,400 58,854 673,546 650,'393 43,956 606,437 61,109 30.96'
01-Sep.2004 732,225 58,854 673,371 650,073 43,956 606,117 67,254 29,013
01-SClp-2005 734,675 58,854 61S,8~1 652,123 43,956 608,167 67,654 27,285
01-S~p-2006 733,635 58,854 674,781 647,485 43,956 603,529 71,252 26,823
01- Sep' 2007 734,685 58,654 675,831 651,498 43,956 607,542 68,289 24,044
01- Stp' 2008 732,340 58,854 673,486 648,485 43,956 604,529 68,957 22,672
01'Sep.2009 731,600 58.854 672,746 648,785 43,956 604,829 67,917 20,854
01-Stp-2010 731,980 58,854 673,126 646,590 4$,956 602,634 70,492 20,188
01-Sep.2011 732,99S 58,854 674,141 647,340 43,956 603,384 70.757 18,903
OI'Sep'2012 734,160 56.054 675,306 650,693 43,956 606, '737 68,569 1T,083
01-S~p'2013 734,990 794,529 (59,539) 566,30~ 698,563 ( 132,258) 72,719 16,874
01-Sep.Z014
01.Sep.Z015
OI-S!p'2016
OI-Sep-2017
$16,25D,878 S2,040,144 $14.210,734 $14,287,874 $1,626,876 "2.658,997 $1,551.737 $821,793
cash Provided at Closlngl
PV of Net Dobt ServIce SavIng.:
'194
821,793
I~otal PV of Net Debt Servr~e Savings:
S821,987
INITH IARNE!L MRRU lA'HNt & CO. INCORPORATED
IiWlIC ..IlAIa DlPAIMIIY
DATEI '7/11/9t TlfE. 7.t3 ""
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City of clearwater, Florida
Gas system Revenue Bonds, Series 1991
COSTS OF ISSUANCB ESTIMATES
Bond Counsel
$10,705
Bond Counsel
Expenses
4,000
Financial Advisor
16,154
Financial Advisor Expenses
2,000
Printing Official statement
6,000
Rating Moody's
6,500
Rating S&P
6,500
Escrow Agent
1,567
Escrow Agent Counsel
1,000
Verification Agent
4,000
contingency
10.000
Total Expenses
$68.426
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CITY OF CLEARWATER, FLORIDA
GAS SYSTEM REVENUE BONDS, SERIES 1991
:S~I\n..\O "3 ~
SOURCES AND USES OF FUNDS
S.==..~=.===========~=====a..
SOORCES:
BOND PROCEEDS
1983 RESERVE ACCOUNT
BOND FUND MONIES
ACCRUED INTEREST
S7,435,ODO.00
735,675.00
5,250.16
4,041.63
TOTAL SOURCES:
SS,179,966.79
===============a
USES:
COST OF REFUNDING ESCROW
1991 RESERVE FUND
UNDERWRITER'S DISCOUNT Q
COSTS OF ISSUE
INSURANCE PREMIUM (.40%)
ACCRUED INTEREST
EXCESS CASH/ROUNDING
Q:
1.25%
1.00%
7,223,059.37
721,837.50
92,937.50
74,350.00
59,543.82
4,041.63
4,196.97
TOTAL USES:
SS,179,966.79
...a=_===az=====
RETSRICTED RATE:
EFFECTIVE INTEREST COST:
6.7020OX
6.95475%
07/27/91
10:52 AM
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SE.~T BY: 7-26-91 9:27PM SMITH BA~\EY rfD~ 813 221 8954:# 7/17
CITY OF CL!ARYAtER, FLORIDA
Gas System Re~ Bonds, Serf.. 1991
scenario 3: Deferred principal Sevlngl
.a~.e~ee~~~=~===c=~a.........M..=c==.c.
CALCULATION OF MET DEBT SERVICE SAVINGS
Cg:..2~S~=~=~=;=~:~D......=me:ea~=G.C.
<.... . Sertea 1983 Refunded Ronda -...--> <..... serte. 1991 Refunding Bonds .....)1
DSR I~ome II
8.00OX DSR 1 ncOl1lll " Net Debt PV of Met
Pert cd GI"OU AhNJ8l " Balance In Net Annulll Ora" Annual Balance fn N.t AlnJal ServIce D.bt SIr-vle.
EncU ng Debt Servtce FInal Year D~bt Servi c:e Dabt Service Ftna.l ~eer Debt S.rvfcf IlIvlna. '.vtngs
01-Stp-92 735.020 58,354 676,666 484.995 47,968 4)7.021 239,639 226.589
01-Sop.93 731,410 58,aS4 672,556 484 ,995 1,8.3't8 436.611 235 , ~39 208,759
01.sep-94 732.110 58,854 673,316 484.995 48,318 436.617 236,699 195.938
01.$ep.95 731,850 58,854 672,996 534,995 . 48,31& 4.86,617 186,379 11,4.627
01.Sep.96 735,475 58,854 676,621 711.32D 48,318 668,942 7,619 6,703
01-Sep.97 732,570 58.854 673,716 714,278 48,37& 665.900 7,816 6,570
D1.Sep.98 m,6~O 58,854 674,766 720,313 48,3'18 671.935 ~,831 2,820
01-Sep-99 73:5.150 58.854 674,296 714,810 48,378 666.432 7.864 5,612
01-Sep-ZOOO 730,575 58.854 671,n1 713.448 48,378 665,070 6,6" 4.572
01.S~-2001 731.515 58,854 672,721 115,903 48.378 661.525 5,196 3,515
01'S~-2002 735.615 58,854 676,821 121,838 48.378 673.460 3,361 2,387
01.Sep.200l 732,400 58,854 673,S~6 715,900 48,378 667,5Z2 6,OZ4 3,424
01.Sep.2004 732.225 58,854 673,371 713,850 48,378 665,472 7,899 3.980
01-Sep-2005 734,6T5 58,85' 675,821 720,355 1,8,378 671,9n 3,844 2.087
01.Sep.2006 733.635 58,854 671.,781 718,355 48,378 669,9n 4,804 2,286
01.S~-2D07 734.685 58,854 675,831 719,668 48,J78 671,290 4,541 2,018
01.Sep.20D6 732,340 58,85' 673,486 718,955 48,378 670.571 2,909 ',320
01.Sep.2009 731,600 58,854 672,746 716,218 48,378 667.840 4,906 1.805
O'-sop-2010 731.980 58,854 673,126 716,455 48,37& 668. on 5.049 1.683
01.Sep.2011 732,995 58.854 674,141 718,780 48,378 670.402 3,7'39 1 . '75
01-Sep.2012 734,160 58.8$4 675,306 718,365 48,378 669,987 5,319 1,439
01-Sep-2013 134,990 794.529 (59.539) 705,210 nO.215 (65,005) 5,466 '.319
01- Cep. 2014
01 - Sap. 20 15
O'-Sep-2016
0'.Sep.20'7
01'Sep-Z018
S16, 128, 77S S2,029,963 514,098,812 $14,889,998 "',785,737 $13,104,260 1994,552 S830,427
PV of Net Debt Service 'avlng..
+ Cash Provided at Clolfn;r
+ Accrued Inter"t:
. Bondfur.:l Money_:
$830,427
4.197
4.042
(5,250)
Tot_l PV of Not Debt Servlc:e Savlngc:
sm,415
RtfH BARICE'. MAIlII UPHAM & CO. JNCORPORATED
UJLlC 'IlIAd ""AIIMIf
DATEr 7126191 TIMEI .,56 PM
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8/1/91
CLEARWATER CITY COMMISSION ':, . " . -
,Agenda Cover Memorandum 9 ~ c; . ' Ite~ ,
. " Meeting Date:
, ~
Subject:
SAFETY HARBOR NATURAL GAS FRANCHISE
.1.
,t,
,:J:
Recommendation/Motion:
Adopt RESOLUTION
FURNISHING NATURAL
91-28 ACCEPTING A FRANCHISE FOR,THE PURPOSE O~
GAS WITHIN THE CITY OF SAFETY HARBOR
rn and that the appropriate officials be authorized to execute same,
BACKGRQUND: ' h" ..' . ub' '
In 1991, the natural gas franc ~se wlth the City of Safe,ty Harbor exp~re S s Ject to
annual renewal until a new francise is executed. Subsequent negotiations have
culminated in Safety Harbor's execution of a new ten (10) year non exclusive franchise
with Clearwater Gas System, effective with the passage of Resolution 91-28 by the
Clearwater City Commission' (attached).
A sumnary of the essential differences between the current (expired) franchise 'and the
new franchise follows: ' .
Terns - The new agreement is for a 10 year period. The old agreement was for thirty
years.
fonsent for sale: The new franchise incorporates a right for Safety Harbor to co~t.
to a sale of the gas system with the option to cancel the franchise agreement if
consent is not granted.
"rt.Dst Favored" Clause: The new franchise incorporates the right for Safety Harbor to
receive any benefit negotiated with another franchisee which they judge to be more
favorable. .
System Expansion: The agreement provides for a minimum financially feasible expansion
. formula in 'deterinining whether to extend new service lines. The current City policy
provides the option to expand services where the payback period is 7 years or less.
This franchise agreement establishes a min.irnuJn four year pay back period. This .rninimun
pay back period is more conservative than current policy and nore favorable to the
Clearwater Gas System while giving Safety Harbor a; reasonable' assurance that service
will' be made available to residents.
"
Franchise Fee: Franchise fees on gross receipts increases from the 3.5% in the old
agreement to 6% in the new agreement.
.'
~s ct.~f~(d
Costs: -0-
Total
Commission Action:
o Approved
o Approved w/conditions
o Denied
o Continued to:
Reviewed by:
Legal
Budge\
Purchasing
Risk Mgmt.
DIS
ACM
Other
Current FY
Funding Source:
o Capt. Imp.
o Operating
o Other
Advertised:
Date: .
PaPar:
IlD Not required
Affected parties
o Notified
o Not required, ,
Attachments:
&esolution 91-28
Appropriation Code:
o None
. .
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RESOLUTION NO. 91-28
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF
CLEARWATER, FLORIDA, ACCEPTING HIE FRANCHISE, PRIVILEGE
AND CONCESSION OF THE CITY OF SAFETY HARBOR, FLORIDA,
FOR THE PURPOSE OF FURNISHING GAS WITHIN THE CITY OF
SAFETY HARBOR AND TO ITS INHABITANTS; PROVIDING AN
EFFECTIVE DATE.
WHEREAS, the gas system franchise granted by the City of Safety Harbor,
Florida, expires in 1991 and a new gas system franchise has been approved by the
adoption of Ordinance No. 91-21 of the City of Safety Harbor on July 15, 1991;
and
WHEREAS, the terms and conditions of the new gas system franchise are set
forth in Ordinance No. 91-21 of the City of Safety Harbor, a copy of which is
attached to the original of this resolution and incorporated herein by reference;
and
WHEREAS, the terms and conditions of the new gas system franchise are
acceptable; now therefore
BE IT RESOLVED BY THE CITY COMMISSION OF THE CITY OF
CLEARWATER, FLORIDA:
Section 1. The terms and conditions of the gas system franchise, privilege
and concession granted by the City of Safety Harbor, Florida, by the adoption of
Ordinance No. 91-21 of the City of Safety'Harbor, are hereby accepted, and the
City Commission of the City of Clearwater does hereby agree to comply with the
terms and conditions of the franchise and with all reasonable ordinances adopted
by the City Commission of the City of Safety Harbor not inconsistent with the
franchise.
Section 2. This resolution shall take effect immediate upon adoption.
Upon adoption of this resolution, the City Clerk shall deliver a certified copy
to the City Clerk of the City of Safety Harbor.
PASSED AND ADOPTED this
day of August, 1991.
Rita Garvey
Mayor-Commissioner
Attest:
Cynthia E. Goudeau
City Clerk
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~i~. i(W~':a"''''..:..;:t~.&~tJ". ",..,t. i~,,':i\..J)-'''''''':<4\l~... ~,..'.r.....~'If'.,iA:44.,~........lA..~V<.....ki,~....~....."'... .i~ .., ..~ .... ~'
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ORDINANCE 91- 21
AN ORDINANCE OF THE CITY OF SAFETY HARBOR, FLORIDA GRANTING TO
THE CITY OF CLEARWATER, FLORIDA, ITS SUCCESSORS AND ASSIGNS,
A FRANCHISE FOR THE PURPOSE OF FURNISHING NATURAL GAS WITHIN
THE CITY OF SAFETY HARBOR, AND TO ITS INHABITANTS: PROVIDING
THE LIMITATIONS, TERMS, AND CONDITIONS OF SAID FRANCHISE;
PROVIDING FOR PUBLICATION IN ACCORDANCE WITH LAW; AND
PROVIDING AN EFFECTIVE DATE.
BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF SAFETY
HARBOR, FLORIDA:
Section 1. Whenever in this ordinance the words or
phrases hereafter in this section defined are used, they shall
have the meanings assigned to them in the following
definitions, unless the context wherein they are used shall
clearly import a different meaning:
(a) "Grantee" means the City of Clearwater, Florida, a
municipal corporation, to which the franchise is
granted by this ordinance, and its lawful
successors or assigns.
(b)
"Grantor" means the City of
Florida municipal corporation,
and properties therein.
Safety
and all
Harbor, a
inhabitants
(c) "street" means the public streets, lanes, alleys,
courts, bridges (excluding the area above deck of
said bridges), or other public places in the
Grantor's corporate limits as they now exist, or as
they may be established at any time during the term
of this franchise.
OFFICE OF
THE CITY ATTORNEY
City 01 Salety H.rtIor
750 Weln Su..,
SIIftty Hanlcr. Flotld. 34e85
(d) "Industrial" shall mean service to a customer at a
single location where such consumer is engaged in
an industrial enterprise in which such service is
used primarily in the operation involving the
extraction from or fabrication of some material or
product.
(e)
"Gas"
and/or
pipes.
fuel.
means natural gas and/or commingled gas
manufactured gas which is distributed in
It shall not mean bottled gas or any other
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(f) "Facilities or equipment" means pipe, pipeline,
tube, main, service, trap, vent, vault, manhole,
meter, gauge, regulator, valve conduit, appliance
attachment, appurtenances, and any other personal
property located or to be located in, upon, along,
across, under or over the Grantor's streets used or
useful in the distribution of gas.
section 2. Grantee is hereby granted a non-exclusive
franchise, privilege, and concession to furnish gas within
Grantor's municipal limits, together with the right to use
Grantor's streets, avenues, alleys, squares, bridges,
viaducts, or other public highways and/or easements for the
purpose of laying and maintaining pipes, and/or such other
apparatus necessary to supply gas to Grantor's inhabitants,
and to do all things reasonably necessary to supply gas to
Grantor, not otherwise in conflict with any of the terms and
conditions of this franchise or reasonable ordinances of
Grantor. Grantee shall locate all facilities and equipment so
that such will not interfere with Grantor's use of its
streets, and shall not cause a hazard to the public health,
safety, welfare, and aesthetics of Grantor, or inconvenience
any of the property owners contiguous thereto. The Grantee
shall obtain written approval of the Grantor as to any
proposed route or location of proposed facilities prior to
installation. Grantee may do things necessary for the purpose
of supplying gas within the said city and to its inhabitants,
provided that the same shall not be in conflict with any of
the terms and conditions of this franchise or reasonable
ordinances, policies or directions of Grantor, and provided
that the mains installed and used for the purpose of supplying
said gas shall be laid in the manner provided in this
franchise and in accordance with the written approval issued
by Grantor.
At the time of execution of this franchise, the Grantee
shall furnish to the Grantor a current and accurate map
showing in detail the location of each gas facility owned by
the Grantee, and thereafter shall keep such map in current
condition with information from time to time to show changes.
Grantee shall locate all facilities and equipment so that such
will not interfere with Grantor's use of its streets, and
shall not cause a hazard to the public health, safety, welfare
and aesthetics of Grantor, or inconvenience any of the
property owners contiguous thereto.
OFFICE OF
THE CITY ATTORNEY
CIIY 01 SllelY Hln,or
750 M111n St,",
Sllety Harbor. IllOrlda 34805
Should the Grantee sell its facilities to any other
person, firm or corporation during the life of this franchise,
the Grantor may, at its option, cancel this franchise unless
it shall have given its written consent to such purchase or
transfer. The Grantor shall have the right to give or
2
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OFFICE OF
THE CITY ATTORNEY
City 0' Sattty Hamor
750 Main StrH1t
SIr-IV Harbor. Flortda 3Aea'
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withhold its consent within its sole discretion and shall have
the absolute right to renegotiate this franchise, in whole or
in part, as it deems appropriate and necessary to protect the
public interest. In the event that the Grantor and the new
owner of the facility shall be unable to negotiate a
satisfactory franchise agreement, the Grantor may cancel and
terminate this Franchise Agreement and such termination shall
act as an expiration of this franchise in accordance with the
terms of Section 11 of this Agreement.
section 3. The franchise, rights and privileges hereby
granted shall continue and be in force for the period of ten
(10) years from the date the franchise granted herein becomes
effective.
section 4. In the event Grantee shall hereafter accept
a franchise from any other governmental entity with any
provision more favorable to the governmental entity than
contained in this franchise, then Grantee shall notify Grantor
and Grantee shall be obligated upon written request of Grantor
to amend this franchise to incorporate said provision.
section 5. Grantee shall furnish twenty-four (24) hours
of continuous daily service to each person within Grantor
desiring such service. Failure of Grantee to furnish gas to
any such person for any cause within its control for a period
of seventy-two (72) hours shall act as a default of this
franqhise at the option of the Grantor. In consideration of
the rights granted under this franchise and the duration of
this franchise, the Grantee agrees that its facilities within
the City of Safety Harbor will be expanded to provide service
to new customers on the terms and conditions hereinafter set
forth. The Grantee's failure to expand its facilities and
services to its customers within the City of Safety Harbor
shall be deemed to be a material breach of t~is Agreement.
Such expansion shall occur on the following terms and
conditions, to wit:
A. Gas service shall be extended to customers desiring
said service based on a feasibility formula. Such formula
shall be the formula currently in effect system-wide as then
administered by the Grantee, but as a minimum shall be as
follows:
.37 (EARl
(Construction Cost)
(100)
- 25.0% = 4 years
3
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In the event that the system-wide formula provides
for a period longer than four (4) years, that longer period
shall be used.
B. The Grantee shall invest not less than 4% of its
capital investment development funds on the system within the
boundaries of the City of Safety Harbor providing that the
Safety Harbor market provides enough customers to economically
justify such expansion. The standard used to evaluate such
cap! tal expenditures will be no less generous than that
employed in the City of Clearwater or elsewhere in the system.
OFFIce 01'
THI CITY ATTORNEY
Citv of Sattty Hartlor
7110 Malll at'"'
Sa"1V Hartlor. I'lorlda ,.5
section 6. Grantee shall install the necessary
facilities or equipment at its own cost and expense and the
same shall be and remain the property of Grantee, and
Grantee's facilities or equipment and other physical
properties used in connection with the furnishing of gas under
this franchise shall be free from any ad valorem and
occupational license tax of Grantor so long as such remains
Grantee's property. All mains and pipelines shall be laid
underground. Grantee shall repave or relay, as promptly as
possible, all streets, lanes, alleys, sidewalks, squares, or
public places dug or disturbed by Grantee for any reason
unless there is a previously-approved schedule. Grantee shall
repair and restore such streets, lanes, alleys, sidewalks and
pUblic places to their former and safe condition and with the
same quantity and quality of material, or its equivalent, as
was existing prior to the commencement of such work. In all
cases the repair work shall be made passable to traffic during
conduct of such work as soon as physically possible. Any
traffic disruption shall be coordinated with the Grantor and
the Sheriff's department. Grantee shall obtain a permit from
Grantor, without charge, prior to the construction or
installation of any facilities or equipment, and supply
Grantor with as-built drawings of all such facilities or
equipment. Grantor shall issue such permit within forty-eight
(48) hours or such longer time as is reasonable under the
circumstances from the date the application is received by
Grantor. Should Grantee neglect or refuse to restore or
repair without delay after completion of installation and
after ten (10) days' written notice to Grantee, any streets,
alleys, lanes, squares, sidewalks or public places which may
have been excavated, dug or disturbed by it, then the Grantor
may have such repairs and restoration done, and the expenses
incident thereto shall be paid by Grantee. Grantee shall
secure and otherwise make s~fe the area so excavated, dug or
disturbed by it and shall holrt Grantor harmless from any loss
or damages arising from injury to persons or property in such
area.
4
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OFFICE OF
THE CITY ATTORNEY
City oj Safety Hatbot
7llO Mia'" SlFNI
S.fety Hllt)Of, 'lofIde 3*5
In the event that the relocation of Grantee's property is
subsequently required by Grantor because of its need to use
utilities, easements, rights-of-way, or other public places,
or for any reason, the Grantee shall pay for the relocation of
all installations or facilities contained in such rights-of-
way or easement. Should, in connection with the doing of any
public improvement or other exercise of the powers of Grantor,
it become necessary or desirable to relocate installed
facilities of the Grantee, then the Grantee covenants and
agrees to promptly, at its expense, relocate said facilities.
Should it become nacessary in the installation of gas lines or
facilities to relocate water or sewer lines of Grantor, or to
otherwise modify the location, design or other attributes or
characteristics of any infrastructure of Grantor, now or
hereinafter installed, then such work shall be done at the
expense of the Grantee and not the Grantor. It is understood
that in all instances the facilities of Grantor shall have the
right-of-way and preference over that of the Grantee herein.
Section 7. Nothing herein contained shall be so
construed as to render the Grantor in any way liable for any
act of omission or commission of said Grantee, its officers,
agents or employees, in the execution or conduct of the work
herein authorized. Grantee shall at all times indemnify,
defend and save Grantor harmless against all damages,
judgments, decrees, costs, and attorney's fees which may arise
or accrue to Grantor from injury to persons or property in any
way arising out of this franchise, caused by the carelessness
or neglect in the execution or performance of the work
hereunder authorized or by the failure of Grantee, its
officers, agents or employees, to comply with any reasonable
ordinance, rule or regulation relative to streets and
sidewalks or other public places now in force or hereinafter
enacted. In no event shall Grantor, its employees or agents,
be construed as the agent of the Grantee or its employees or
agents. Provided, however, that in no event shall the limits
of liability imposed hereunder exceed those limitations
contained in Section 786.28, Florida statutes. This hold
harmless provision shall include any claim made by an employee
of Grantee against Grantor unless said claim is founded upon
the active negligence of Grantee, or its employees or agents.
Nothing contained herein shall be construed as a waiver of any
immunity from or limitation of liability Grantor and Grantee
may have under the doctrine of sovereign immunity or ~ 768.28,
Fla. stats.
Section 8. The gas to be furnished by Grantee, its
successors and assigns shall in no case be of less quality
5
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than 1000 British Thermal Units per cubic foot, and shall be
conducted through the pipes at a pressure sufficient to insure
satisfactory operation. The Grantee shall have the privilege
and option of charging reasonable prices therefore, provided,
however, that in no ,'case shall the charge therefore exceed
more than the retail price of Grantee's consumers in the city
of Clearwater, plus franchise fees as shown in Section 10 of
this agreement. The Grantee shall have the further right and
privilege of collecting reasonable service charges and
connection fees, provided, however, such charges and fees are
no greater than for similar services, charges and fees to any
of Grantee I s other consumers, plus travel expenses to be
agreed to between the parties from time to time.
Section 9. The Grantee, its successors or assigns, shall
at all times comply with all reasonable ordinances, rules and
regulations enacted or passed by the Grantor and the
provisions of this franchise shall be modified accordingly.
The Grantee shall have the right to make, establish and
maintain and enforce such reasonable regulations for the
operation of its distributing system as may be reasonably
necessary and proper, not inconsistent with the terms of this
franchise and the ordinances of the Grantor, and to protect
itself from fraud or imposition and may, in its discretion,
refuse to furnish gas and to cut off the supply from any
customer or customers who are in default of any bill rendered
for such service or for other reasonable grounds, according to
the same procedure as Grantee provides for its own consumers
in the city of Clearwater. Grantee agrees that all documents
relating to this franchise shall be and remain public records.
Grantee agrees to furnish Grantor a list of all franchise
customers upon demand.
Section 10. In consideration for the granting of this
franchise, Grantee shall pay to Grantor six percent (6%) of
the gross receipts from sale of gas within the limits of the
Grantor.
O"lce OF
TI'iE CITY ATTORNEY
Clly of Saf.ly HoIrtlor
750 MlIIn Street
s.tely Harllor. I'lorlda 34ee5
In computing the gross receipts from the sale of gas, all
revenues received from gas delivered to and consumed by
industrial gas customers shall be excluded.
Grantee shall keep proper books of account Showing
monthly gross receipts from the sale of gas within the
corporate limits of Grantor, and shall make a statement in
writing showing such receipts for each such Quarterly period
of this franchise, and based upon such statements shall make
payment to Grantor for the amount due. In the event that
Grantor shall annex a customer during this franchise, Grantor
shall notify Grantee of such annexation. Grantee shall
6
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otherwise
or other
Grantee's
immediately include the gross receipts of such customers in
the franchise fee payments.
franchi~e fee .shall not be deemed to preempt or
exclude the Grantor from levying additional utility
taxes which Grantor may lawfully impose upon
customers.
section 11. Upon expiration of this franchise, said
franchise shall automatically be renewed on a month-to-month
basis until such time as the Grantor refuses renewal. Upon
notification of non-renewal Grantee shall, after thirty (30)
days have the right, privilege and option of removing all
franchise piping and equipment. In such event, Grantee shall
repair all of the Grantor's property to the same condition as
theretofore existed.
section 12. As a further consideration of this
franchise, Grantor agrees not to engage in the business of
distributing and selling gas during the life of this franchise
or any extension thereof in competition with the Grantee, its
successors and assigns.
Grantee herein shall reimburse and pay to Grantor all
reasonable expenses incurred by Grantor in the conducting of
any special elections which might be required by the charter
of the Grantor in connection with this franchise.
section 13. The franchise granted herein shall not
become effective in whole or in part until the Grantee shall,
by resolution duly passed and adopted by its Commission,
accept the franchise, privileges and concessions herein
granted and agree to comply with the terms and conditions of
the franchise and all reasonable ordinances passed by the City
commission of Safety Harbor not in conflict with the terms of
the franchise, a certified copy thereof to be delivered to the
city of Safety Harbor. Upon the receipt of a certified copy
of the resolution, this ordinance and the franchise shall
become effective as of August 1, 1991.
Of':ICE 01'
THE CITY ATTORNEY
City 01 Safety Harbor
7SO Main Street
Slllltly HarbOt. 'lorid. 34805
section 14. All ordinances or parts of ordinances in
conflict with the provisions of this ordinance are hereby
repealed. If any section or sections of this ordinance are
declared invalid for any reason, such invalidity shall not
affect the remaining sections thereof. The parties further
acknowledge that each term and provision of this ordinance is
material to the franchise, and default in the performance of
7
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SUBJECT:
Revised Building, Electrical, Plumbing, Gas, Mechanical and Roofing Codes
~nf~rced by the Building Inspections Division of the Planning and Development
Department.
CLEARWA'TER CITY COMMISSION Dlft !:l
Agenda Cover Memorandum . J '-" lIem ,
Mee 9 Oate:
8/01/91
RECOMMENDATION:
Pass on f iL"st reading, Ordinance 5120-91 which combines the Code of Ordinance
Chapters 138, 139, 140, 141, 142 and 144 into Code of Ordinance 138.
[ ] And that ~he appropriate orficials be autborizea ~o execute same.
BACKGROUND:
The proposed ordinance is designed to ~pdate the codes enforced by the Building
Inspections Division. This is to reflect the codes currently adopted by the
Pinellas County Construction Licensing Board. The City of Clearwater, as well
as all of the other jurisdictions in Pinellas County, are governed by Chapter
75-489, Laws of Florida, which establishes the Pinellas County Construction
Licensing Board. This board reviews the codes and establishes which codes and
editions are used in this county. This Board consists of 20 'members. The
cities of Clearwater, st. Petersburg and pinellas County Buildinq Officials
have permanent positions on the board.
,
The 6rdinance 'adopts the codes that the Board is currently using:
1. The 1988 edition of the Standard Building Code
2. The 1988 edition of the Standard Plumbing Code
3. The .iS88 edition of the Standard Mechanical Code
4. The 1988 edition of NFPA Life Safety 101
5. The 1990 edition of the National Electric Code
6. The 1984 edition of NFPA 54 National Fuel~Gas Code
7. The 1986 edition of NFPA 58 storage & Handling of LP Gas
The ordinance adopts these codes, consolidates the current Chapters 138, 139,
140, 141 and 144 into one chapter, and provides a uniform administrative
section which will apply to all codes enforced by the Building Inspections
Division. '
section 138.49 Fee Schedule has not been changed since Ordinance 5076-91 was
adopted. This section 138.07 is now renumbered to 138.49. The fee schedule
is carried forward without amendment by this ordinance.
Reviewed by: ~
legal
Budget _ NI\
Purchasing W\
Risk Mgmt.J.f\
OIS N\
ACM ~
Other NA
osts:
W\
Totat
comm'ssl~n Action: 0 (~. fa S :;.e.~-
o Approved.
o Approved w/condlllons \ oS.-t"
o Denied
o Continued to:
Originating De
MtUttJ &.
User Dept.:
Current FY
Funding Source:
o Cap!. Imp.
o Operating
o Other
Attachments:
ORDINANCE NUMBER 5120-91
Advertised:
Oate:
Paper:
o Not requIred
Affected parties
o Notified .
o Not required
Appropriation Code:
o None
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_ .. ORDINANCE NO. 5120-91
. ,
AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA,
RELATING TO THE STANDARD BUILDING CODES: REPEALING
ARTICLE I OF CHAPTER 138, CODE OF ORDINANCES, RELATING
TO THE STANDARD BUILDING CODE; REPEALING CHAPTERS 139,
140, 141, 142, AND 144, CODE OF ORDINANCES, RELATING
TO THE NATIONAL ELECTRICAL CODE, THE STANDARD PLUMBING
CODE, THE GAS CODE OF THE CITY OF CLEARWATER, THE
STANDARD MECHANICAL CODE, AND THE ROOFING CODE OF THE
CIT~ OF CLEARWATER: CREATING A NEW ARTICLE I WITHIN
CHAPTER 138, CODE OF ORDINANCES, TO ADOPT CERTAIN
SPECIFIED EDITIONS OF THE STANDARD BUILDING, PLUMBING,
AND MECHANICAL CODES, THE NATIONAL ELECTRICAL AND FUEL
GAS CODES, THE STANDARD FOR THE STORAGE AND HANDLING
OF LIQUIFIED PETROLEUM GASES, AND THE STANDARD FOR
UNSAFE BUILDING ABATEMENT CODE WITH CERTAIN REVISIONS
THERETO; PROVIDING FOR UNIFORM ADMINISTRATION AND
ENFORCEMENT PROCEDURES FOR SUCH CODES AND STANDARDS:
RENUMBERING CERTAIN SECTIONS WIT~IN CHAPTER 138, CODE
OF ORDINANCES; PROVIDING AN EFFECTIVE DATE.
BE IT ORDAINED BY THE CITY COMMISSION.OF THE CITY OF
CLEARWATER, FLORIDA:
- Section 1. Article I of Chapter 138, Code of Ordinances, ;s hereby
repealed.
Section 2. Sections 138.14 through 138.35 within Article II of Chapter
138, Code of Ordinances, are renumbered as Sections 138.53 through 138.74,
respect~v~ly.
. Section 3. A new Article I, consisting of Sections 138.01 through
138.52, is created within Chapter 138, Code of Ordinances, to read:
-
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See current text for
-.
CHAPTER 138. BUILDING CODES
ARTICLE I. GENERALLY
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D i vis i on 1.
Division 2.
Division 3.
Division 4.
Division 5.
Division 6.
Division 7.
Division 8.
Division 9.
Division 10.
Divi sion 11.
Standards Codes Adopted
Administration
Permits
Inspections
Certificates
Unsafe Buildings or Systems
Sidewalks
Miscellaneous Provisions
Building/Flood Board of Adjustment and Appeals
Violations and Penalties
Fees and Charges
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Division 1. Standards Codes Adopted
Sec. 13!.&1~ Adoption and enforcement of standard codes.
(1) There shall be enforced within the city, by the building official,
the following standard or national codes, which are adopted by reference:
(a) Standard Codes, 1988 edition:
1. Standard Building Code, including but not limited to chapter
39, the Coastal Construction Code; chapter 40, the County Wide
Pool C~dei and Appendixes A, B, C, 0, E, F, G, H, I, J, N, P, R,
and S ~ ~
2. Standard Plumbing Code, with Appendixes A, B, C, E 109 only.
3; Standard Mechanical Code, with Appendix A.
(b) National Electrical Code, 1990 edition.
(c) National Fuel Gas Code, 1984 edition.
(d) Standard for the Storage and Handling of Liquefied Petroleum Gases,
1986 edition.
(e) Standal'd for Unsafe Building Abatement Code, 1985 edition.
(2) The codes and standards described in this section, referred to
generally as the "codes," shall be the editions described herein or later
editions as may subsequently be adopted by the Pinellas County Construction
Licenstng Board, e~cept the administrative sections or provisions and such
other provisions of each code as are set forth herein. A copy of each code
and a~ndments shall be kept on file in the office oT the City Clerk.
Sec. 138.02. Codes Remedial.
T~e codes are hereby declared to be remedial, and shall be construed to
secure the beneficial interests and purposes thereof which are public safety,
~ealth, and general welfare through structural strength, stability,
sanitation, ade~uate light and ventilation, and safety to life and property
from fire and other hazards attributed to the built environment including
alteration, repair, removal, demolition, use and occupancy of buildings,
structures, or premises, and by regulating the installation and maintenance of
all electrical, gas, mechanical and plumbing systems, which may be referred as
"service systems."
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Sec. 138.03. Quality Control.
Quality control of'materials and workmanship is not within the purview
of this Code except as it relates to the purposes stated herein.
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Sec. 138.04. Permitting and Inspection.
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The inspection or permitting of any building, system or plan by the
city, under the requirements of these codes, shall not be construed in any
court as a warranty of the physical condition of such building, system or plan
or their adequacy. The city on behalf of.itself and its officers, employees,
and agents disclaims any l~ability for damages for any defect or hazardous or
illegal condition or inadequacy in such building, system or plan, nor for any
failure or any component of such, which may occur subsequent to such
inspection or permitting.
Sec. 138 .~5. Scope.
(1) Building. The provisions of the Standard Building Code shall apply
to the construction, alternation, repair, equipment, use and occupancy,
location, maintenance, removal and demolition, of every building .or structure
or any appurtenances connected or attached to such buildings or structures.
(2) Electrical. The provisions of the National Electrical Code shall
apply to the installation of electrical systems, including alterations,
repairs, replacement, equipment, appliances, fixtures, fittings and
appurtenances thereto.
(3) Gas. The provisions of the National Fuel Gas Code or the Standard
for Storage & Handling of Liquefied Petroleum.Gas shall apply to the
installation of consumer's gas piping. gas appliances and related accessories
-as covered in these Codes. These requirements apply to gas piping systems
extending from the point of delivery to the inlet connections of appliances,
and the installation and operation of residential and commercial gas
appliances and related accessories.
(4~ Mechanical. The provisions of the Standard Mechanical Code shall
. apply to the installation of mechanical systems. including alterations.
~repairs, replacement, equipment, appliances, fixtures, fittings and/or
appurtenances, including ventilating, heating, cooling, air conditioning and
refrigeration systems, incinerators, and other energy-related systems.
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(5) Plumbing. The provisions of the Standard Plumbing Code shall apply
-to every plumbing installation, including alterations, repairs, replacement,
equipment, appliances, fixtures, fittings and appurtenances, and when
connected to a water or sewerage system.
Sec. 138.06. Fe~eral And State Authority.
The provisions of these codes shall not be held to deprive any Federal
~- or State agency, or any applicable governing authority having jurisdiction, of
any power or authority which it had on the effective date of the adoption of
these codes or of any remedy then existing for the enforcement of its orders,
nor shall it deprive any individual or corporation of its legal rights as
'provided by law.
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Sec. 138.07. Appendices.
The ap~d,ices included in the codes and specifically referenced in
Section 138.01 shall be enforced within the city.
Sec. 138.08. Referenced Standards.
Standards referenced in the codes shall be considered an integral part
of the codes without separate adoption. If specific portions of a standard
are denoted by code text, only those portions of the standard shall be
enforced. Where code provisions conflict with a standard, the code provisions
shall be enforced. Permissive and advisory provisions in a standard shall not
be construed a~ mandatory.
Sec. 138.09. Application of Codes to New and Existing Buildings and
Structures.
(1) Existing Buildings and Structures. Alterations, repairs or
rehabilitation work may be made to any existing structure, building,
electrical, gas, mechanical or system without requiring the building,
structure, plumbing, electrical, mechanical or gas system to comply with all
the requirements of the codes provided that the alteration, repair or
rehabilitation work conforms to the requirements of the codes for new
construction. The building official shall determine the extent to which the
existing system shall be made to conform to the requirements of the codes for
new construction.
(2) Change of Occupancy. If the occupancy classification of any
existing building or structure is changed, the building, electrical, gas,
m~chanical and plumbing systems shall be made to conform to the intent of the
codes ~s required by the building official to maintain a safe and sanitary
condition.
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to the construction alteration, repair, enlargement, restoration, relocation
or moving of buildings or structures shall not be mandatory for existing
buildirygs or structures identified and classified by the state or local
jurisd,ction as historic buildings when such buildings or structures are
Judged by the building official to be safe and in the public interest of
health, safety and welfare regarding any proposed construction, alteration,
. repair, enlargement, restoration, relocation or moving of buildings within
fire districts.
(4) Maintenance. All buildings, structures, electrical, gas,
mechanical and plumbing systems, both existing and new, and all parts thereof,
shall be maintained in a safe and sanitary condition. All devices or
safeguards which are required by the codes when constructed, altered, or
repaired, shall be maintained in good working order. The owner, or his
designated agent, shall be responsible for the maintenance of buildings,
structures, electrical, gas, mechanical and plumbing systems.
Sec. 138.10. [Reserved]
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Division 2. Administration
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Sec. 138.11. Building Inspections Div;sion.
There is hereby established a division to be called the building
inspections division and the person in charge shall be known as the building
off i c ia 1.
(1) Building Official. The building official shall be appointed or
hired by the city manager.
(2) Inspectors. The building official, with the approval of the city
manager, may appoint such number of officers, inspectors, assistants and other
employees as shall be authorized from time to time.
(3) Deputy Building Official. The building official may designate as
his deputy an employee in the building inspections division who shall, during
the absence or disability of the building official, exercise all the powers of
the building official.
(4) Restrictions On Employees. An officer or employee of the city
whose duties include the administration and enforcement of the codes,
including but not limited to members of the building/flood board of adjustment
and appeals, shall be subject to the code of ethics and conflict of interest
limitations of Florida law and the ordinances of the city applicable to public
. officers and employees generally.
(5) Records. The building official shall keep, or cause to be kept, a
record of the business of the division, which shall be open to public
inspection )n the manner provided for public records generally.
(6}. liability. An officer or employee of the city whose duties include
the admin1stration and enforcement of the codes, including but not limited to
~members of the building/flood board of adjustment and appeals, shall be
subject to personal liability for any damage that may accrue to persons or
property as a result of any act required or permitted in the discharge of his
or her'duties only to the extent permitted by Florida and federal law. Any
suit brought against any such officer or employee because of such act shall be
~efended by the City Attorney to the extent permitted by Florida law and
article II of chapter 24.
(7) Reports. The building official shall submit annually a report
covering the work of the building inspections division during the preceding
year. He may incorporate in said report a summary of the decisions of the
building/flood board of adjustment and appeals during said year.
Sec. 138.12. Building Official--Powers and Duties.
The building official is hereby authorized and directed to enforce the
provisions of the codes. The building official is further authorized to
render interpretations of the codes which are consistent with their spirit and
purpose.
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Sec. 138.13. --Right of Entry.
(1) WhErnever necessary to make an inspection to enforce any of the
provislons of the codes, or whenever the building official has reasonable
cause to believe that there exists in any building or upon any premises any
condition or code violation which makes such building, structure, premises,
electrical, gas, mechanical or plumbing systems unsafe, dangerous or
hazardous, the building official may enter such building, structure or
premises at all reasonable times to inspect the same or to perform any duty
imposed upon the building official, provided that if such building or premises
is occupied, he shall first present proper credentials and request entry. If
such building, structure, or premises is unoccupied, he shall first make a
reasonable effort to locate the owner or other persons having charge or
control of such and request entry. If entry is refused, the building official
shall have recourse to every remedy provided by law to secure entry.
(2) When the building official shall have first obtained a proper
inspection warrant or other remedy provided by law to secure entry, no owner'
or occupant or any other persons having charge, care or control of any
building, structure, or premises shall fail or neglect, after proper request
is made as herein provided, to promptly permit entry therein by the building
official for the purpose of inspection and examination pursuant hereto.
, Sec. 138.14. --Stop Work Orders.
Upon notice from the building official, work on any building, structure,
~electrical, gas, mechanical or plumbing system that is being done contrary to
the provisions of the codes or in a dangerous or unsafe manner, or without
proper permits shall immediately cease. Such notice shall be in writing and
shall be given to the owner of the property, or to his agent, or the person
doing the work, and shall state the conditions under which work may be
resumed. Where an emergency exists, the building official shall not be
required to give a written notice prior to stopping the work.
Sec. 138.15. --Revocation of Pe~;ts.
(J) Misrepresentation of Application or Change in Circumstances. The
building official may revoke a permit or approval, issued under the provisions
~f the codes, in case there has been any false statement, change in
circumstances, or misrepresentation as to the material fact in the application
.or plans on which the permit or approval was based.
(2) Violation of Code Provisions. The building official may revoke a
permit upon determination that the construction, erection, alteration, repair,
moving, demolition, installation or replacement of the building, structure,
electrical, gas, mechanical or plumbing systems for which the permit was
issued is in violation of, or not in conformity with, the provisions of the
codes.
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(2) Exceptions. Permits shall not be required for the following
mechanical wOJ:k:
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(a) Any portable heating appliance~
(b) Any portable ventilation equipment;
(c) Any portable cooling unit;
(d) Any steam, hot or chilled water piping within any heating or
cooling equipment regulated by this Code:
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(e) Replacement or any part which does not alter its approval or make
it unsafe (this does not include replacement of a unit or system)~
(~) Any portable evaporative cooler~
(g) Any self-contained refrigeration system containing 10 pounds or
less of refrigerant and actuated by motors of one horsepower or less.
(3) Work Authorized. A building, electrical, gas, mechanical or
plumbing permit shall carry with it the right to construct or install the
work, provided the same are shown on the drawings and set forth in the
sp~cifications filed with the application for the permit. Where these are not
shown on the drawings and covered by the specifications submitted with the
application, separate permits shall be required. The building official may
~require separate permits for each building, structure or type of work being
done.
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(4) Minor Repairs. Ordinary minor repairs may be made with the
approval of the building official without a permit, provided that such repairs
shall .~o\ violate any of the provisions of the codes.
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required fee, shall be filed with the building official on a form furnished
for that purpose, and shall contain a general description of the proposed work
and it~-location. The application shall be signed by the contractor, owner,
or authorized agent. The building permit application shall indicate the
~roposed occupancy of all parts of the building and of that portion of the
site or lot, if any, not covered by the building or structure, and shall
. contain such other information as may required by the building official.
(6) Moving of Buildings. When moving a building onto a lot within the
City, the applicant shall provide a list of names and addresses of all
property owners within two hundred fifty (250) feet of the proposed site of
the building, the building official shall mail a notice of the application to
the owners of all properties situated within two hundred fifty (250) feet of
the subject property. All such notices shall be sent by mail to the last
known names and addresses as indicated on the tax roll of Pinellas County,
Florida. No permit for moving of any building on to site within the city
limits shall be issued by the building official until the written application
has been on file for a minimum period of seven (7) days after filing of such
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application to allow the building official to give written notice of said
application to all property owners within the two hundred fifty (250) feet of
proposed site.
(7) Time Limitations. An application for a permit for any proposed
work shall be deemed to have been abandoned 6 months after the date of filing
for the permit, unless before then a permit has been issued. One or more
extensions of time for periods of not more than 90 day each may be allowed by
the building official for the application, provided the extension is requested
in writing and justifiable cause is demonstrated.
(8) Drawings and Specifications.
(a) Requirements. When required by the building official, two or more
copies of specifications, and of drawings drawn to scale with sufficient
clarity"and detail to indicate the nature and character of the work, shall
accompany the application for a permit. Such drawings and specifications
shall contain information, in the form of notes or otherwise, as to the
quality of materials, where quality.is essential to conformity with the codes.
Such information shall be specific, an~ the codes shall not be cited as a
whole or in part, nor shall the term "legal" or its equivalent be used, as a
substitute for specific information. All information, drawings,
specifications and accompanying data shall bear the name, date, and signature
for the person responsible for the design.
(b) Additional Data. The building official may require details,
computations, stress diagrams, an other data necessary to describe the
construction or installation and the basis of calculations. All drawings,
specifications and accompanying data required by the building official to be
prepar~d by an architect or engineer shall be signed, dated, and affixed with
their pfficial seal.
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. (c) Design Professional. Except as provided herein, the design
professional shall be an architect or engineer legally registered under the
laws of Florida regulating the practice of architecture or engineering and
shall qffix his or her signature and official seal to said drawings,
- specifications and accompanying data, for the following:
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1. All group A, E and I occupancies.
2. Building and structures three stories or more high.
3. Buildings and structures 5,000 square feet or more in area, or
having a construction value of $25,000 or more. For all other buildings and
structures, the submittal shall bear the certification of the applicant that
some specific state law exception permits its preparation by a person not so
registered.
4. Building and structures identified in the flood protection
ordinance of the City.
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5. As an exception to the foregoing, Group R3 buildings, regardless
of size, shall require neither a registered architect or engineer, nor a
certification that an architect or engineer is not required, except those
structures as defined in the flood protection ordinance of the City.
(9) Structural And Fire Resistance Integrity. Plans for all buildings
shall indicate how required structural 'and ~ire resistive integrity will be
maintained where a penetration of a required fire resistant wall, floor or
partition will be made for electrical, gas, mechanical, plumbing and
communication conduits, pipes and systems and also indicate in sufficient
detail how the fire integrity will be maintained where required fire resistant
floors interseGt the exterior walls'.
(10) Site Drawings. Drawings shall shown the location of the proposed
building or structure and of every existing building or structure on the site
or lot. _ The building official may require a boundary line survey prepared by
a qualified surveyor.
Sec. 138.22. Examination of Documents.
(1) Plan Review. The building official shall examine or cause to be
examined each application for a permit and the accompanying documents,
consisting of drawings, specifications, computations and additional data, and
shall ascertain by such examinations whether the construction indicated and
described is in accordance with the requirements of the codes and all other
. pertinent laws or ordinances.
(2) Affidavits~ The building official may accept a sworn affidavit
from a Registered Architect or Engineer stating that the plans submitted
conform to the codes. For buildings and structures the affidavit shall state
that the plans conform to the laws as to egress, type of construction and
genera~ ~rrangement and if accompanied by drawings showing the structural
. design, a~d by a statement that the plans and design conform to the
'-r.~quirements of the codes as to strength, stresses, strains, loads and
stability.. The building official may without any examination or inspection
accept }uch affidavit, provided the architect or engineer who made such
affida~it agrees to submit to the bu:lding official, copies of inspection
reports as inspections are performed and upon completion of the structure,
~lectrical, gas, mechanical or plumbing system a certification that the
structure, electrical, gas, mechanical or plumbing system has been erected in
. accordance with the requirements of the codes. Where the building official
relies upon such affidavit, the architect or engineer shall assume full
responsibility for the compliance with all provisions of the codes and other
pertinent laws or ordinances.
~' Sec. 138.23. Issuing Penuits.
(1) Action on Permits. The building official shall act upon an
application for a permit without unreasonable or unnecessary delay. If the
building official is satisfied that the work described in a application for a
permit and the contract documents filed therewith conform to the requirements
of the codes and other pertinent laws and ordinances, he shall issue a permit
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Sec. 138.27. [Reserved]
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Division 4. Inspections
Sec. 138.28. In General.
(1) Existing Building Inspections. Before issuing a permit the
building official may examine or cause to be examined any building,
electrical, gas, mechanical or plumbing systems for which an application has
been received for a permit to enlarge, alter, repair, move, demolish, install,
or change the occupancy. He shall inspect all buildings, structures,
electrical, gas~ mechanical and plumbing systems, from time to time, during
and upon completion of the work for which a permit was issued. He shall make
a record of every such examination and inspection and of all violations of the
codes.
(2) Manufacturers and Fabricators. When deemed necessary by the
building official he shall make, or cause to be made, an inspection of
materials or assemblies at the point of manufacture or fabrication. A record
shall be made of every such examination and inspection and of all violations
of the codes.
(3) Inspection Service. The building official may make, or cause to
be 'made, the inspections required by this section. He may accept reports of
inspectors or recognized inspection services provided that after investigation
~he is satisfied as to their qualifications and reliability. A certificate
called for by any provision of the codes shall not be based on such reports
unless the same are in writing and certified by a responsible officer of such
service.
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(4) Inspections Prior To Issuance of Certificate of Occupancy or
Compl~tiOfl. The building official shall inspect or cause to be inspected at
....various intervals all construction or work for which a permit is required, and
a"final inspection shall be made of every building, structure, electrical,
gas, mec~anical or plumbing system upon completion, prior to the issuance of
the Centificate of Occupancy or Completion.
~ (5) Posting of Permit. Work requiring a permit shall not commence
until the permit holder or his agent posts the permit card in a ~onspicuous
.place on the premises. The permit shall be protected from the weather and
located in such position as to permit the building official or representative
to conveniently make the required entries thereon. This permit card shall be
maintained in such position by the permit holder until the Certificate of
Occupancy or Completion is issued by the building official. Failure to post
the permit and related plans shall be cause for reinspection and fees to be
paid.
(6) Required Inspections. The permit holder or his agent shall
request a final inspection upon completion of the work, and other inspections
as required by the permit, in a timely manner. The building official upon
request by the permit holder or his agent shall make the following minimum
inspections and such other inspections as may be necessary, and shall either
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release that.Qortion of the construction or shall 'notify the permit holder or
his agent of any violations which must be corrected in order to comply with
the codes:
(a) Building.
1. Foundation Inspection: To be made after trenches are excavated
and forms erected.
2. Lintel Inspection: To be made after all tie beams or lintels in
block building~is in place.
3. Frame Inspection: To be made after the roof, all framing,
fireblocking and bracing is in place, all concealing wiring, all pipes,
chimney~, ducts and vents are complete.
4. Insulation Inspection: After all insulating material is in place.
5. DryWall Inspection: To be made after drywall is installed, but
before taping.
6. Final Inspection: To be made after the building is completed and
re~dy for occupancy.
(b) Roof.
1. Deck: To be made after the deck is clean, tightly fitted, sound,
and free of debris.
2. Dry-in Inspection: During the course of applying roofing paper.
,.3. \ Roof Covering Inspection: During the course of tnstalling roof
'.~~overing materiaL
4.
app 1 i ed:'
5.
Tile Inspection: During the course of installing roof tiles, if
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1.
excavated,
in place.
2. Rough-In Inspection: To be made after the roof, framing,
fireblocking and bracing is in place and prior to the insta.llation of wall or
ceiling membranes.
Final: After all work is completed on roof.
Electrical.
-.
Underground Inspection: To be made after trenches or ditches are
after conduit or cable is ,installed, and before any backfill is put
3. Final Inspection: To be made after the building is complete, all
required electrical fixtures are in place and properly connected or protected,
and the structure is ready for occupancy.
14
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final inspection. This exception shall be available for the installation of
anyone of the following:
-;,
a. Water heater;
b. Pool or spa heater;
c. Mobile home furnace; or
d. Other appliance as may be approved by the building official.
5. Testing. Testing shall be done in accordance with Part 4 of NFPA
54, except that Section 4.1.4 is amended to read in its entirety:
4.4.4. Test of pipe for tightness.
a. Procedure and precautions. Before any system of
consumer's gas piping is put in service, it shall be carefully
tested to assure that it is gas tight. Where any part of the
system is to be enclosed or concealed. this test shall precede the
work of closing in. To test for tightness, the piping shall be
filled with air or inert gas, but not with any other gas or
liquid. In no case shall oxygen ever be "used.
b. Method of testing. low pressure (not in excess of 0.5
psi) gas piping shall withstand a pressure of at least 10 psi or 6
inches of mercury for not less than 10 minutes without showing any
drop in pressure. Higher pressure gas piping shall withstand a
pressure of at least twice the maximum pressure to which the
piping will be subjected in operation, but not less than 10 psi,
for not less than 10 minutes without showing any drop in pressure.
piping, regulators, valves and appliances shall not be subjected
~"to~ressures higher than their rated capacity.
c. Test instruments. For pressure tests, pressure shall be
~asured with a manometer, slope gauge, or other accurate and
$ensitive pressure indicating device, the scale of which is so
graduated that variations in pressure may be accurately read. A
bourdon tube type gauge calibrated in a maximum of quarter-pound
increments shall be acceptable. There shall be a tag attached to
the gauge indicating the date, time and pressure applied to the
system upon completion of the test.
-.
. -
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(g) Pools and Spas.
1. Shell: To be made when excavation and structural framework, as
appropriate, are complete.
2. Deck: To be made after electrical bonding is complete and pool
plumbing is installed.
3. Final: To be made when pool or spa is complete and ready for use.
16
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(7) Written Release. Work shall not be done on any part of a
building, structure, electrical, gas, mechanical, or plumbing system beyond
the point indicated in each successive inspection without first obtaining a
written release from the building official. Such written release shall be
given only after an inspection has been made of each successive step in the
construction or installation as indicated by each of the foregoing
inspections.
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(8)
structural
covered or
official.
(9) Plaster Fire Protection. In all buildings where plaster is used
for fire protection purposes, the permit holder or his agent shall notify the
building official after all lathing and backing is in place. Plaster shall
not be applied until the release from the building official has be~ received.
Reinforcing Steel And Structural Frames. Reinforcing steel or
frame work of any part of any building or structure shall not be
concealed without first obtaining a release from the building
Sec. 138.29. [Reserved]
Division 5. Certificates
Sec. 138.30. In General.
(1) Certificate of Occupancy
(a) Building Occupancy. A new building shall not be occupied or a -
change made in the occupancy, nature or use of a building or part of a
building until after the building official has issued a Certificate of
Occupancy. Said certificate shall not be issued until all required
electrical, gas, mechanical, plumbing and fire protection systems have been
inspected for compliance with the codes and other applicable laws and
ordinances and released by the building official.
..
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(b) Issuing Certificate Of Occupancy. Upon satisfactory completion of
construction of a building or structure and installation of electrical, gas,
mechanical and plumbing systems in accordance with the codes, reviewed plans
and specifications, and after the final inspection, the building official
shall issue a Certificate of Occupancy stating the nature of the occupancy
permitted, the date, and any conditions placed on the occupancy.
~
(c) Temporary/Partial Occupancy. A temporary/partial certificate of
occupancy may be issued for a portion or .portions of a building which may
safely be occupied prior to final completion of the building.
Cd) Existing Building Certificate Of Occupancy. A Certificate of
Occupancy for any existing building may be obtained by applying to the
building official and supplying the information and data necessary to
determine compliance with the codes for the occupancy intended. Where
necessary, in the opinion of the building official, two sets of detailed
drawings, or a general inspection, or both, may be require~__When, upon
examination and inspection it is found that the building conforms to the
17
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provisions of the codes and other applicable laws and ordinances for such
occupancy, a Certificate of Occupancy shall be issued.
(2) Certificate of Completion. Upon satisfactory completion of a
building, structure, electrical, gas, mechanical or plumbing system, a
Certificate of Completion may be issued. This Certificate is proof that a
structure or system is complete and for certain types of permits is released ,~
for use and may be connected to a utility system. This Certificate does not
grant authority to occupy or connect a building, such as shell building, prior
to the issuance of a Certificate of Occupancy.
(3) Service Utilities.
(a) Connection of Service Utilities. No person shall make connectio~s
from a utility, source of energy, fuel or power to any building or system -
which is regulated by the codes for which a permit is required, until released ~
by the building official and a Certificate of Occupancy or Completion is
issued.
(b) Temporary Connection. The building official may authorize;t'he ~.'
temporary connection of the building or system to the utility sourte pf
energy, fuel or power for the purpose of testing building service sy~tems of
for use under a temporary Certificate of Occupancy.
(c) Authority to Disconnect Service Utilities. . The building official
shall have the authority to authorize disconnection of utility service to the
building, structure of system regulated by the codes, in case of emergency -
where necessary to eliminate an immediate hazard to life or property. The
building official shall notify the serving utility, and whenever possible the
owner and occupant of the building, structure or service system of the
decision to disconnect prior to taking such action. If not notified prior to
disconnecting, the owner or occupant of the building, structure or service
system shall be notified in writing, as soon as practical thereafter.
Sec. 138.31. Posting Floor Loads.
(1) Occupancy. An existing or new building shall not be occupied for
any purpose which will cause the floors thereof to be loaded beyond their safe
capacity. The building official may permit occupancy of a building for
mercantile, commercial or industrial purposes, by a specific business, when he
is satisfied that such capacity will not thereby be exceeded~
(2) Storage And Factory-Industrial Occupancies. It shall be the
responsibility of the owner, agent, proprietor or occupant of Group Sand
Group F occupancies, or any occupancy where excessive floor loading is likely
to occur, to employ a competent architect or engineer in computing the safe
load capacity. All such computations shall be accompanied by an affidavit
from the architect or engineer stating the safe allowable floor load on each
floor in pounds per square floor uniformly distributed. The computations and
affidavit shall be filed as a permanent record of the building inspections
division. ~.:, _
18
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(3) Signs Required. In every building or part of a building used for
storage, industrial or hazardous purposes, the safe floor loads, as reviewed
by the building official on the plan, shall be marked on plates or approved
design which shall be supplied and securely affixed by the owner of the
building in a conspicuous place in each story to which they relate. Such
plates shall not be removed or defaced, and if lost, removed or deface, shall
be replace by the owner of the building.
Sec. 138.32. Tests.
,.;
The building official may require tests or test reports as proof of
compliancee Required tests are to be made at the expense of the owner, or his
agent, by an approved testing laboratory or other approved agency.
Sec. 138.33.
[Reserved]
Division 6. Unsafe Buildings or Systems
Sec. 138.34. In General.
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(1) All bu ildings, structures, e lectrica 1, gas, mechan ical\ or. plumbing.
systems which are unsafe, unsanitary, or do not provide adequate egr~ss, or
which constitute a fire hazard, or are otherwise dangerous to human life, or
which in relation to existing use, constitute a hazard to safety or health,
are considered unsafe buildings, structures or service systems are hereby
declared illegal and shall be abated by repair and rehabilitation or by
demolition in accordance with the provisions of the Standard Unsafe Buildin~
Abatement Code, which is incorporated herein by reference with the following
amendments:
Section 105 is amended to read in its entirety:
105. Board of adjustment and appeals. The building/flood
board of adjustment and appeals shall have the authority to
provide for adjustments and appeals to the Standard for Unsafe
Building Abatement Code, and shall have the authority to make the
final interpretation of provisions of such Code.
Paragraphs 3.1, 3.3, and 4 of Section 302.1.1 are amended to read:
3.1. If the building or structure is to be repaired or
secured, the notice shall require that all necessary permits be
secured and the work commenced within 10 calendar days or in such
time as determined by the building official, and be completed
within 20 calendar days of permit or in such time as the building
official determines. The notice shall also indicate the degree to
which the repairs must comply with the provisions of the Standard
Building Code, in accordance with Section 101.4 of this Standard
Unsafe Building Abatement Code. .
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3.3 If the building or structure is to be demolished, the
notice shall require that the premises be vacated within 30
'calendar days, or shorter time as determined by the building
official, and that all required permits for demolition be secured
and that the demolition be completed within such time as
determined reasonable by the building official, but in no longer
than 20 calendar days of permit.
4. A statement advising that any person having any legal
interest in the property may appeal the notice by the building
official to the building/flood board of adjustment and appeals;
that such appeal shall be in writing in the form specified in
Section 401 of this Standard Unsafe Building Abatement Code and
shall be filed with the building official within 10 calendar days
from the date of the notice; and that.failure to appeal in the
time specified will constitute a waiver of all rights to an ~
administrative hearing.
Section 303 is amended to read in its entirety:
\
303. Standards For Compliance. The following action shall
be taken by the building official when ordering the repair, .
vacation or demolition of an unsafe building or structure:
1. The building shall be ordered repaired in accordance
with the Standard Bui'lding Code or demolished at the option of the
owner.
2. If the building or structure poses an immediate hazard
to life or to the safety of the public:
a. The building or structure shall be ordered vacated
immediately; and
b. The building official shall cause the building or
structure to be made safe. If the cost ~o repair is more than-
fifty (50) percent of the value of that building or structure, the
building official shall order the building or structure
demo 1i shed.
Section 401.1 is amended to read in its entirety:
401.1. Right of Appeal--Filing.
Any person entitled to service in accordance with the
provisions of Chapter 3 of this Standard Unsafe Building Abatement
Code may appeal any action of the building official under this
code to the building/flood board of adjustment and appeals. Such
appeal must be filed in writing with the building official within
10 calendar days from the date of service on a form p~~ded by
the building official containing at least the following
information:
...
20
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1. Identification of the building or structure concerned by
street address or legal description.
2. A statement identifying the legal interest of each
appellant.
3. A statement identifying the specific order or section
being appealed.
4. A statement detailing the issues on which the appellant
desires to be heard.
5. The legal signature of all appellants and their official
mailing address.
6. An application fee as determined in the fee schedule.
If appellant is successful fee will be refunded. ,~
Section 501.4.2 ;s amended to read in its entirety:
501.4.2 The hearing notice shall be served personall)hor./
mailed as required by Section 302.1.3 of this Standard Unsafe .
Building Abatement Code at least 10 calendar days prior to the'
hearing date.
Section 505 is amended to read in its entirety:
505. Judicial review. The decision of the building/flood
board of adjustment and appeals shall be subject to judicial
review in the circuit court by common law certiorari.
, (2) Those provisions of the Standard Unsafe Building Abatement Code
not expressly'amended by this section shall continue fn full force and effect.
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Sec. 138.35. [Reserved]
Division 7. Sidewalks
Sec. 138.36. Sidewalks required for n&W construction and major
alterations or additions.
(1) Generally. To secure safety from traffic and otner similar
dangers, to provide areas which can be utilized by pedestrian traffic, and to
promote the general welfare and safety of the public, all new developments and
major alterations to structures within the city that abut a public right-of-
way shall provide a sidewalk or sidewalks constructed on, across or adjacent
thereto as provided in this division.
(2) Plan considerations. In order to secure a building permit to
erect a structure on vacant land, remodel an existing structure where such
remodeling will exceed by fifty (50) per cent the assessed v~~ation of the
property, or add an additional building or structure to land where a building
21
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or structure already exists and where the value of such additional building or
structure will exceed by fifty (50) per cent the assessed valuation of the
property, where a sidewalk rioes not exist, the building plan submitted as part
of the securing the building permit shall provide for construction of a
sidewalk either upon the property or where the property is abutting the public
right-of-way, or upon such right-of-way. The building official, when reviewing,~
the building plans and specifications, shall coordinate with the city engineer
to insure that the plans meet all city sidewalk construction specifications
and shall adequately meet the alignment for desirable, convenient and safe
pedestrian usage, including routes to existing schools or proposed schools.
(3) Specifications and construction. The design, materials, width and
location of sidewalks shall be in accordance with city standards as
established by the city engineer.
".
(4) Schedule of completion. Sidewalk construction shall be.~equired
to be completed at the property owner's expense before the building official
may issue a certificate of occupancy for any building or structure for which
sidewalks are required. However, the certificate of occupancy may be jssued~
if the sidewalk construction is fully guaranteed by the execution ~n~'delivery
to the city engineer of a bond or certified check covering the cost ~f
construction. The city engineer shall place such bond or certified check in
escrow with the office of the city finance director, and shall notify the city
clerk in writing of the action taken.
Sec. 138.37.
Temporary waiver of sidewalk requirement.
(1) Waiver by city manager. Upon appeal by an affected property.
owner, the city manager shall have power to grant a temporary waiver of the
installation requirement imposed by this section, following a hearing and
inspection of the property, where:
(a) The city manager has determined that natural topographical
conditions, existing ditches, tree location, inadequate right-of-way, or other
similar physical conditions peculiar to the premisses, exist, such as would
prevent construction of the sidewalk; or
(b) The property owner can demonstrate that he would have the only
sidewalk within two hundred (200) feet of his property on the streets which
the property abuts, that such sidewalk would not form a part~of a route
leading to a school or public park, and that the absence of a sidewalk would
not create a pedestrian hazard by reason of the proximity of the property to
motor vehicle traffic.
(2) Decision. Following the hearing'and inspection of the property,
the city manager shall render his decision in writing, including written
findings of fact upon which the decision is based, and shall. serve the
decision upon the affected property owner by mailing a copy of such finding by
certified mail to the address provided by the property owner.
'.: ....
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(3) Appeal to city commission. If the request for a waiver is denied,
the affected property owner may appeal the decision to the city commission by
filing a notice of appeal with the city clerk within ten (10) days following
receipt of the decision of the city manager.
(4) Decision by city commission. Upon appeal by the property owner to.;
the city commission of a decision not to grant a temporary waiver, the city'.
commission may grant a temporary waiver, with or without conditions, upon the
affirmative vote of four (4) commissioners after determining that the
conditions described in subsection (1) exist.
(5) The grant of the temporary waiver provided for in this
shall not be construed or applied to deprive the city of the right
construct such sidewalk pursuant to an assessment procedure.
Sec. 138.38. [Reserved]
section
to
--
I
Division 8. Miscellaneous Provisions
,-
"
Sec. 138.39. Exception to coastal construction zone; requi~~ts;
floodproofing certification.
(1) Within the landward fifty (50) feet of Zone 2 and all of Zone 3', as
such zones are established under Chapter 39, the Coastal Construction Code
the building official shall have the power to grant exceptions for
nonresidential structures, as stated, within Section 3906.4 of the Coastal
Construction Code.'
(2) The floodproofing shall be a mlnlmum 1 foot above base flood '
elevation and certification of the floodproofing method used must be filed
with the building official prior to the issuance of a certificate of
occupancy. Certification shall be by a professional engineer or architect.
Sec. 138.40. Minimum floor elevation.
(1) The minimum floor elevation for buildings constructed after
February 3, 1975, in the city shall be either one foot above the crown of the
pavement abutting the building site, or in the event of unusual building
conditions or a major development, as directed by the city engineer, or by the
Flood Insurance Rate Maps.
'"
(2) The building official is hereby designated and authorized to
enforce this requirement.
Sec. 138.41. Restoration of service to flooded structures.
(1) The following code section shall apply to all structures that
receive electrical service from a licensed public utility or any other source,
in order to prevent the creation of unsafe or hazardous conditions through the
continuation or restoration of electrical' service to a struc.~~e that has .
sustained flooding or high water intrusion.
23
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(2) Any structure located within the boundaries of the city that has
sustained water intrusion with the result that such water intrusion has
covered electrical appliances, outlets, connections and similar devices shall
have the power service to such structure terminated. Such power shall not be
resupplied to the structure until such time as the electrical system within
the structure is certified as being safe for operation and use.
(3) The certification shall be by a licensed electrical contractor,
who shall provide a report to the building official.
(4) The owner of the structure, the owner's agent, or tenant shall
engage the services of a licensed electrical contractor to inspect the
electrical outlets, connections, appliances and system of the structure to
determine that the system, its improvements, and appliances are in proper ~
operating condition and safe to receive electricity. Such certification shall :
be in writing and executed by the inspecting electrical contractor~
(5) Upon receipt and verification of the certificate, the buildi~9. .
official shall notify'the public utility that the structure has been certifted
as safe to receive electricity. \. .'
Sec. 138.42. Identification and lettering of trucks and vehicles.
It shall be unlawful to operate, park, stand or use upon any public
street any truck or other vehicle used for commercial purposes, to transport
workmen, tools, equipment or materials for contracting or subcontracting wort,
unless the vehicle is designated by lettering of three (3) .inches minimum size
on both sides of the vehicle, indicating the name and address of the
corporation, firm or person operating the same.
Sec. 138.43. Threshold buildings.
Any building classified as a "threshold building" under the provisions
of section 553.79, Florida Statutes (herein, the "statute"), shall, with
regard to the issuance of building permits, special inspections during
construction, and the issuance of certificates of occupancy be subject to the
following procedure:
(1) The owner of any proposed building classified as a "threshold
building" shall engage a special inspector to conduct all inspections required
by the statute. ~
(2) Prior to the issuance of a building permit, the special inspector
shall perform structural inspections pursuant to a structural inspection plan
prepared by the engineer or architect of record, and shall inspect shoring and
reshoring for conformance with the shoring and reshoring plans submitted to
the city, and shall furnish to the building inspections division an affidavit
attesting that such inspections have been satisfactorily completed. The
affidavit shall include the name and state certification number of the special
inspector. i.:. _
(3) Throughout the course of construction the special inspector shall
24
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submit to the building inspections division a weekly report listing all
structural elements put in place during the previous week for which inspection
is required under the statute. The report shall state that the placement of
all such structural elements was observed by the special inspector and found
to comply with plans and codes. The report shall bear the signature of the
special inspector and shall be due not later than Wednesday following the week
covered by the report. A failure to file the weekly report by 4:00 p.m. on ~~
Friday following the week covered by the report shall be considered due cause
for the building official to order construction stopped until all necessary
reports have been filed.
(4) Upon completion of construction of the threshold building, and .
prior to the issue of a certificate of occupancy, the special inspector and
the contractor shall file with the building official affidavits attesting t~at
all requirements of the statute have been complied with. -
Sec. 138.44. [Reserved]
J
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Division 9.
Building/Flood Board of Adjustment and Appeals
Sec. 138.45. In General.
\
"
(1) Board created; membership; appointment. There is hereby .
established the Building/Flood Board of Adjustment and Appeals, which shall
consist of five members. The members of the board shall be appointed by the
City Manager.
(2) Qualifications: conflicts of interest.
Members of the board shall be persons with knowledge and experience in
the codes, su~h as design professionals, contractors or building industry
representatives. A board member shall not act in a case in which the member
has a personal or financial interest.
(3) Terms. The term of office of a board member shall be four years.
Vacancies shall be filled for an unexpired term by appointment by the city
manager. Continued absence of any member from required meetings of-the board
shall, at the discretion of the City Manager, render any such member subject
to removal from office.
(4) Quorum and Voting. A simple majority of the boa~d shall
constitute a quorum. In varying any provision of these codes, the affirmative
vote of the majority present, but not less than three affirmative votes shall
be required. In mOdifying a decision of the building official, not less than
four affirmative votes, but not less than a majority of the board, shall be
required.
(5) Secretary of Board. The building official shall act as Secretary
of the board and shall make a detailed record of all of its proceedings, which
shall set forth the reasons for its decision, the vote of each member, the
absence of a member and any fa i 1 u re or a member to vote. '.co -
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(6) Powers. The board shall have the power to hear appeals from
decisions and interpretations of the building official, and to grant variances
from the provisions of these codes and from the provisions of the flood
protection ordinance of the city. The board shall have the power to hear
appeals from decisions of the building official relating to unsafe buildings,
structures, and service systems, but the procedures for such appeals shall be
as provided in the Standard Unsafe Building Abatement Code as amended by
Division 3 of this article.
(7) Appeals and variances.
(a) Decision of the building official.' The owner of a building,
structure or service system, or his duly authorized agent, may appeal a
decision of the building official to the board whenever anyone of the
following conditions are claimed to exist:
...
1. The building official rejected or r~fused to approve th~mode or
manner of construction proposed to be followed or materials to be used in the
installation or alteration of a building, structure or service system.
2.
3.
employed in
~
~
The provisions of the codes do not apply to this specitic.,case.
That an equally good or more desirable form of installation ca be
any specific case.
4. The true intent and meaning of the codes or any of the regulation
thereunder, have been misconstrued or incorrectly interpreted.
'(b) Variances. The board, when so appealed to and after a hearing,
may vary the application of any provision of these codes to any particular
case when, in its opinion, the enforcement thereof would do manifest injustice
and would be contrary to the spirit and purpose of the codes or public
interest, and also finds all of the following:
1. That special conditions and circumstances exist which are peculiar
to the building, structure or service system involved and which are not
applicable to others. .'
2. That the special conditions and circumstances do no result from
the action.or inaction of the applicant.
3. That granting the variance requested will not co~fer on the
applicant any special privilege that is denied by these codes to other
buildings, structures or service system.
4. That the variance granted is the mlnlmum variance that will make
possible the reasonable use of the building, structure or service system.
5. That the grant of the variance will be in harmony with the general
intent and purpose of these codes and will not be detrimental to the public
hea lth, safety and general welfare. \.: _
26
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(c) Variance conditions. In granting a variance, the board may
prescribe a reasonable time within which the action for which the variance is
required shall be commenced, completed, or both. If no time is specified, the
time limit to commence shall be 6 months. The board may prescribe appropriate
conditions and safeguards in conformity with the codes. A violation of a
condition of a variance shall be deemed an ordinance violation.
.'
,-
(d) Notices of appeal; requests for variances. A notice of appeal
shall be in writing and filed not more than 30 calendar days after the
decision is rendered and served by the building official, or not more than 10
calendar days in the case of an unsafe building, structure, or service system.
Appeals and variance requests shall be on a form supplied by the building
official. A fee as set forth in the fee schedule shall accompany each notice
of appeal and request for a variance. ~
(e) Notice to property owners. Except in cases of unsafe bQ~ldings,
structures, or service systems, the building official shall cause notice of an
appeal or variance request to all property owners within two hundred (20Q).
feet of subject property as identified in the application. Such notice'shaiJ
be sent not later than 10 calendar days before the hearing date., ;
(8) Procedures of the Board.
(a) Rules and Regulations. The board shall establish rules and
regulations for its own procedure not inconsistent with the provisions of the
codes. The board shall meet on call of the chairman. The board shall meet~
within 30 calendar days after notice of appeal has been received.
(b) Decisions. The board shall, in every case, reach a decision
without unreasonable or unnecessary delay. Each decision of the board shall
include the reasons for the decision. If a decision of the board reverses or
modifies a refusal, order or disallowance of the building official or varies
the application of any provision of this Code, the building official shall
immediately take action in accordance with such decision. Every decision
shall be promptly filed in writing in the office of the building official and
shall be open to public inspection. A certified copy of the decision shall be
sent by mail or otherwise to the appellant and a copy shall be kept in the
office of the building offi~ial. Every decision of the board shall be final,
subject to judicial review in the circuit court by common law certiorari.
However, an aggrieve~ party may, within 15 days following a decision of the
board, file an appeal with the Countywide Board of A~justmenl and Appeals
(CBAA) in those cases 'involving codes adopted for countywide application and
enforcement. Final decisions of the CBAA shall be subject to judicial review
in the circuit court by common law certiorari.
Sec. 138.46. [Reserved]
Division 10. Violations and Penalties
Sec. 138.47. In Gerleral.
.-
, .
,-
Any person who shall violate any of the provisions of this chapter or
27
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any of the codes adopted hereunder, or who shall violate or fail to comply
with any order made pursuant to this chapter or such codes, or who shall build
in violation of any statement of specifications or plans submitted and
approved hereunder, or any certificate or permit issued hereunder, shall be
subject to action by the Municipal Code Enforcement Board of the City, or by
the county or circuit courts of Pinellas County. Each such person ~hall be ~~
considered guilty of a separate offense for each and every day or portion
thereof during which any violation of any of the provisions of these codes is
committed or continued, and upon conviction of any such violation such person
shall be subject to a fine not to exceed five hundred dollars ($500.00). The
imposition of a penalty for any violation shall not excuse the violation or .
permit it to continue, and all such persons shall be required to correct or
remedy such violations or defects within a reasonable time.
--
Sec. 138.48. [Reserved]
Division 11. Fees and Charges
Sec. 138.49. Permit fees and charges.
..
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-
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(1) Permits and fees, in general; exceptions.
(a) Permits are not required for carpeting, painting, wall papering,
tile, paneling over existing walls, and floor tile, nor where the valuation of
labor, materials, and all other items does not exceed $500.00 and the work o~
operation is of casual, minor, inconsequential nature, and does not violate'
any city codes or ordinances, or is exempt pursuant to Chapter 75-489, Laws of
Florida (Special Acts), Section 25. ,
(b) Valuations for new construction and additions shall be based on
the current Southern Building Code Congress International's valuation tables.
Other permits shall be based on contract value. The Building Official may
request a copy of signed contract if value presented does not appear to be in
line with other permits of like work.
(c) Where no fee is stated, the same shall not be interpreted as an
intention to waive any requirement for a permit that may be stated elsewhere
in the City of Clearwater's Code of Ordinances.
(d) Demolition permits shall be issued at the fee set forth in the fee
schedule. However, no fee shall be required when the building or structure
has been declared a hazard to public safety or welfare by the Building
Officia l.
(e) Prior to starting any electrical, gas, plumbing, mechanical,
roofing or other work under a combination permiti the contractor or the
subcontractor engaged to do the work shall file with the building inspections
division a form showing the name and certification number of the subcontractor
doing the work, the subcontractor's Clearwater license number or occupational
license registration number, the number of the combination pe~it, the address
where the work is to be done, and other related information as may be required
by the building inspections division. Failure to file such form or provide
28
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.'i~::1f':r:' (~'~~~~t;?',r: ~"'.\, ~;':^;:'\';,.~y\~t-;.;>"'" "'\.\1"'. '. . "'t"'n:~:""'~~~~:r:~-: .):" ;0; ""<~:,<:: '. .' '.' .
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Flood zone review, for structures located
in Flood Zones "A" 6r "V," per application
25.00
50.00
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50.00
50.00
25.00
25.00
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Threshold structures, per structure
Plan amendments:
Plan amendment (change to permitted plans), per hour
Minimum fee
Duplicate permit placards, each
Change of contractor, per contractor
Certificates of occupancy:
One or two-family dwelling, per unit
Multi-family and commercial, per applicationl
Conditional certificate of occupancy, per condition
Replacement or additional copy, except one or two-family dwelling
Special inspections:
Change of use or HRS inspections, per trade
Maximum fee
25.00
30.00
,60.00
50.00
100.00
After hours, weekends, per hour per inspection
Minimum fee, per inspection
Refunds:
Permits under $30.00, unless issued in error by City
Work has commenced, or permit is over 90 days old
No refund.
No refund
All other permits
Refund of fee paid, less
$30.00 or one-half the fee,
whichever is greater, to
be retained by the City
Permit fees
$50,000 value or less
$25.00 plus $6.00 per $1,000 of
value or fraction thereof
Greater than $50,000, but
not exceeding $250,000
$325.00 plus $5.00 per $1,000
of va lue or\.JJ;jct ion thereof
in excess of $50,000
30
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Greater than $250,000, but
not exceeding $500,000
$1,325.00 plus $4.00 per $1,000
of value or fraction thereof
in excess of $250,000
$2,325.00 plus $3.00 per $1,000
of value or fraction thereof "
in excess of $500,000 ,.
$3,075 plus $2.00 per $1,000
of value or fraction thereof
in excess of $750,000
This fee applies to the following types of permits, with additional
costs of $30.00 per trade as noted:
Greater than $500,000, but
not exceeding $750,000
$750,000 or greater
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Combination permits, subtrades (involve at least two of the fQ-tlowing:
BUilding, electric, plumbing, mechanical, roofing and gas)
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BUilding only
Electrical only .
Mechanical (may require electrical)
Gas only
Roof only
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Aluminum structures (may require electrical)
Aboveground fuel tanks
Asbestos abatement
Carports
Davits (may require electrical)
Decks
Docks (may require electrical)
Driveways (plus $5.00 right-of-way permit)
Fire alarms
Fire suppression systems
Fireplace
Fences
Hoods
Inground swimming pools (also required electrical and plumbing)
Lawn sprinklers
Parking lots
Remarciting
Satellite dish (may. require electrical)
Seawa 11 s
Security alarms
Siding, soffit and fascia
Signs (may require electrical)
Sheds'
Slabs
Solar heaters and panels
Spas (also requires electrical and plumbing) '.!_
Underground fuel tanks (removal, replacement or new installation)
Walls (privacy and retaining)
"
31
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Miscellaneous permits:
Mobile home, mobile office, construction trailer, sales trailer, etc.
Building permit (tiedown and site placement)
Electrical permit
Gas permit
Plumbing permit
Mechanical permit
Temporary power pole, not in conjunction
with combination permit
Tent permit (may require electrical)
Demolition permit
Plus, per square foot in excess of 1,000 square feet
(No fee charged when demolition is ordered by city)
House move
30.00
30.00 ,.,
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30.00
30.00
30.00
30.00
30:00
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40.00
50.00
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Application
Pre-inspection
Plus, per mile outside City
Remodeling permit, for setting house on lot
$50,000 value or less
$25.00 plus $6.00 per $1,000 of
value or fraction thereof
Greater than $50,000, but
not exceeding $250,000
$325.00 plus $5.00 per $1,000
of value or fraction thereof
in excess of $50,000
$1,325.00 plus $4.0fr per $1,000
of value or fraction thereof
in excess of $250,000
$2,325.00 plus $3.00 per $1,000
of value or fraction thereof
in excess of $500,000
$3,075 plus $2.00 per $1,000
of value or fraction thereof
in excess of $750,000
Greater than $250,000, but
not exceeding $500,000
Greater than $500,000, but
not exceeding $750,000
$750,000 or greater
Swimming pool permit, above-ground pool
'.1 ...
30.00
Recertification of electrical service
30.00
32
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Special fees:
Work not ready for inspection (reinspection fee):
First occurrence
Second or 'subsequent occurrence
Follow up on permit,
failure to request inspections
Minimum fee
.25.00 ,';
60.00-:.
50 perce~t of permit fee
30.00
After-the-fact permit
First occurrence
Second or subsequent occurrence
by same contractor, any job
site in City
'-
Triple p-ermit fee -
,
.-
10 times permtt.fee
, -
~
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(3) As used in these fee schedules, "combination permitll means a permit
for construction privileges, conditions and restrictions of a building permit,
electrical permit, gas permit, plumbing permit, mechanical permit, and roof
permit (or some combination thereof), for which proper approval has been granted
by the city and for which proper fees have been paid.
"
Sec. 138.50. Filing fees for appeals.
,
Any app lication for an appea 1 to the construction/flood board of adjustment
and appeals, the city manager, or the city commission as provided for in this
chapter shall be filed with the building official, accompanied by a filing fee
as follows:
(1) Appeal to construction/flood board of
adjustment and appeals $ 125.00
(2) Appeal to the city manager 50.00
(3) Appeal to the city commission 125.00
....
Sec. 138.51. Development impact fees.
(1) For all new buildings and structures, the applicant shall at the time
the building permit is issued pay a development impact fee as follows:
(a) New residential structures: Single-family, apartment, condominium or
mobile home, per unit, two hundred and fifty dollars ($250.00).
(b) New commercial structures: Two hundred and fifty dollars ($250.00)
for each two thousand five hundred (2500) square feet of fldor-area or fraction
thereof.
33
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..); .~t{~:~~:;,r:.:'.~;(.~~!{::.~,:~. C" .>;,;=;,. . '.\ ....o:;t'j}!1.. ...~;' >~':<' ;,. ',t.;,. ";' ".:' "',';;" . ','" '. "<:'~':,e;'.\~~:?~r:.' ... .' ':,:;..'it .... '.'" :'....' .." .. ,
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(c) New industrial structures: Two hundred and fifty dollars ($250.00)
for each five thousand (5,000) square feet of floor area or fraction thereof.
(d) New hotel or motel facilities: Two hundred and fifty dollars
($250.00) per unit: 'commercial area other than units, two hundred fifty dollars
($250.00) for each two thousand five hundred (2,500) square feet of fl~or area~~
or fraction thereof.
(2) The funds derived from these fees shall be deposited in a special
account to be used exclusively for the construction of roads, public transit
facilities and storm drainage in the city, including actual construction cost~,
acquisition of right-of-way, the construction of sidewalks, curbs, drainage
structures and signal installations. ~
[Reserved]
Sec. 138.52.
.-
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Section 4.
hereby repealed.
Chapters 139, 140,141, 142, and 144, Code of Ord.i nances, are
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Section 5.
\ .'-
This ordinance shall take effect immediately upon adoption.
PASSED ON FIRST READING
PASSED ON SECOND AND
FINAL READING AND ADOPTED
Rita Garvey
Mayor-Commissioner
Attest:
Cynthia E. Goudeau
City Clerk
~
Approved as to form and correctness:
I
'.1. _
34
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APPOINTMENT WORKSHEET
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FOR COMMISSION MEETING AUQust 1. 1991 APPOINTMENTS Agenda'____
)
BOARD: Community Relations Board MEMBERS: 13
TERM: 3 years CHAIRPERSON(S): Thomas Signor
APPOINTED BY: City Commission MEETING DATES: As called (4/yr.)
FINANCIAL DISCLOSURE: Required PLACE: Commission Chambers
RESIDENCY REQUIREMENT: City of Clearwater APPTS. NEEDED: 1
(2 Pinellas County Residents) DATE APPTS: TO BE MADE: 8/1/91
THE FOLLOWING ADVISORY BOARD MEMBER(S) HAVE TERMS WHICH EXPIRE AND NOW REQUIRE
EITHER REAPPOINTMENT FOR A NEW TERM OR REPLACEMENT BY A NEW APPOINTEE.
-Address-Phone
Date of
Original
Appointment
Attendance Willingness
Record To Serve
omas Signor 1988 of last 4 mtgs YES
397 Lake Ave. SE, Largo, 34641 1 excused/3 present
H:584-6110 0:443-9578
Industrial Mgmt (also 1 of the 2 Pin.Co. Residents allowed)
THE FOLLOWING NAMES ARE BEING SUBMITTED FOR CONSIDERATION TO FILL THE ABOVE
VACANCIES:
SPECIAL QUALIFICATIONS: 1 representative from each of the following: Retail
Merchandising Mgmt; Industrial Mgmt.; Real Estate Sales; Property Leasing; Mortgage
Financing & Law Enforcement. (There may be 2 from Pinellas County under Clearwater
jurisdiction).
Name-Address-Phone Submitted By Comments-Related Experience. Etc.
1. Gabriel Cazares self Retired from US Air Force
2581 Countryside Blvd.#301,34621
796-0340
(At-Large)
2. Charles Rutledge self Retired from Construction Field
3456 Fairfield Trail, 34621 Part Business Owner
787-7023 0: 442-2388
(At-Large)
3. Florence Hosch self Past Member Clwr Health
1840 Venetian Point Dr., 34615 Facilities Authority
H: 446-2139
(At-Large)
4. Bernard Panush self Past member LIB
19029 US19N, #1-18, 34624
H:536-7432 (At-Large)
5. Gay McGill self Past member HPB, CRB
1877 Dawn Dr., 34623
H:441-3059 0:462-1339
(At-Large or R.E. related)
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APPOINTMENT WORKSHEET
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FOR COMMISSION MEETING Auaust 1. 1991 APPOINTMENTS Agenda'____
BOARD: Parks and Recreation Board
TERM: 3 years
APPOINTED BY: City Commission
RESIDENCY REQUIREMENT: City of Clearwater
FINANCIAL DISCLOSURE: Not Required
MEMBERS: 9
CHAIRPERSON(S): Suzanne Claessens
MEETING DATES: 4th Monday, 7:30 p.m.
APPTS. NEEDED: 1
DATE APPTS. TO BE MADE: 8/1/91
THE FOLLOWING ADVISORY BOARD MEMBER(S) HAVE TERMS WHICH EXPIRE AND NOW REQUIRE
EITHER REAPPOINTMENT FOR A NEW TERM OR REPLACEMENT BY A NEW APPOINTEE.
Date of
Original Attendance
. Appo i ntment Record
Willingness
_To Serve
e-Address-Phone
era Nigrelli
1288 Flushing Ave., 34624
536-6851
THE FOLLOWING NAMES ARE BEING SUBMITTED FOR CONSIDERATION TO FILL THE ABOVE
VACANCIES:
1988 of past 10 - present
8 and 2 excused
YES
Name-Address-Phone Submitted Bv
1. H. Virginia Robinson self
1005 Amble Lane
Clearwater, FL 34616
0: -461-9736
Comments-Re~ExDerie~ce. ~
Charge Nurse
2. Ruth Hoskinson self
1010 Duncan Ave. S.
Clearwater, FL 34616
H: 442-9455/0: 446-6177
Retired Hospital Scan Technician
Active in all sports
Horse trainer & instructor
3. Irving Nelson self
15 Orion Ave. S 34625
H:442-7205
Retired Insurance Broker
Past member BAA-Signs
4. Bernard Panush self
19029 US19N, #1-18, 34624
H:536-7432
Past member LIB
5. Douglas Cowley self
1323 Ranchwood Dr., 34624
H:536-7897/0:799-1122
Guidance Counselor
6. Teodore Serrill self
1413 Embassy Dr., 34624
0: 538-2100
Past member Library Board
Newspaper Publisher
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ORDINANCE NO. 5121-91
AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA,
VACATING THE NORTH 3.5 FEET OF A 7.5-FOOT UTILITY
EASEMENT LYING ON THE SOUTH SIDE OF LOT 11, BLOCK 24,
5TH ADDITION TO HIGHLAND PINES SUBDIVISION, LESS AND
EXCEPT THE WEST 25 FEET THEREOF; PROVIDING AN EFFECTIVE
DATE.
WHEREAS, it has been requested by Jean Me lmoth, owner of certa in real
property located in the City of Clearwater, that the City vacate the utility
easement described herein; and
WHEREAS, the City Commission finds that said easement is not necessary for
municipal use and it is deemed to be to the best interest of the City and the
general public that the same be vacated; now, therefore,
BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF
CLEARWATER, FLORIDA:
Section 1. The following:
The North 3.5 feet of a 7.5-foot utility easement lying on the South
side of Lot 11, Block 24, 5th Addition to Highland Pines
Subdivision, as recorded in Plat Book 36, Page 44, of the public
records of Pinellas County, Florida, less and except the West 25
feet thereof,
is hereby vacated, closed and released, and the City of Clearwater quitclaims and
releases all of its right, title and interest thereto.
. Section 2. The City Clerk shall record this ordinance in the publ ic
records of Pinellas County, Florida, following adoption.
Section 3. This ordinance shall take effect immediately upon adoption.
PASSED ON FIRST READING
PASSED ON SECOND AND FINAL
READING AND ADOPTED
Approved as to form and
and correctness:
Rita Garvey
Mayor-Commissioner
Attest:
~ia E. Goudeau
City Clerk
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ORDINANCE NO. 5122-91
AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA,
VACATING THE SOUTH 2.5 FEET OF A 1S-FOOT UTILITY
EASEMENT LYING ALONG THE NORTH SIDE OF LOT 36, DEL ORO
GROVES, FIRST ADDITION, LESS AND EXCEPT THE WEST 59 FEET
THEREOF; PROVIDING AN EFFECTIVE DATE.
WHEREAS, it has been reques ted by Alfonso and Vonda Bianco, owners of
certain real property located in the City of Clearwater, that the City vacate the
utility easement described herein; and
WHEREAS, the City Commission finds that said easement is not necessary for
municipal use and it is deemed to be to the best interest of the City and the
general public that the same be vacated; now, therefore,
BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF
CLEARWATER, FLORIDA:
Section 1. The following:
The South 2.5 feet of a 1S-foot utility easement lying along the
North side of Lot 36, Del Oro Groves, according to the map or plat
thereof as recorded in Plat Book 69, Pages 56 and 57, of the public
records of Pinellas County, Florida, less and except the West 59
feet,
is hereby vacated, closed and released, and the City of Clearwater quitclaims and
releases all of its right, title and interest thereto.
Section 2. The City Clerk shall r~cord this ordinance in the publ ic
records of Pinellas County, Florida, following adoption.
Section 3. This ordinance shall take effect immediately upon adoption.
PASSED ON FIRST READING
PASSED ON SECOND AND FINAL
READING AND ADOPTED
Rita Garvey
Mayor-Commissioner
Approved as to form and
and correctness:
Attest:
~
cynthia E. Goudeau
City Clerk
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MEMORANDUM
TO:
The Honorable Mayor and Members of the City Commission
M. A. Galbraith, Jr., City Attorney~
Clearwater Christian College, Comprehensive
Plan Land Use Designation; DOAH Case Number 90-1384
The proposed amendment relates only to the small upland portions of
the property. Their exact size is not known; they are estimated
to consist of about 1.5 acres total, located in an area of tidal
swamps north of the college campus. The City's position was simply
to recognize limited development rights on this privately-owned
property, and to have all of the College's upland property under a
common ,land use category, even though the uplands are very small
islands with no access. The value to the College is primarily the
transferability of development rights, because the small uplands
will probably never be developed themselves.
The PPC staff recommended against the change, but the PPC
re~9mmended in favor; however, the County Commission denied the
petition in March of 1989. The special act calls for a hearing
a. vtf.6<1 :...e d wi -\-<.-, elect vi C\ \
FROM:
RE:
DATE:
July 22, 1991
A hearing hai been scheduled for August 16, 1991, before ,a state
hearing officer in this case. The city manager, the planning and
development director, and I have discussed whether to proceed with
the hearing, or withdraw the plan amendment application. We
recommend that the plan amendment application be withdrawn, for the
reasons discu~sed below. This will require your concurrence, and
we will schedule this matter on your August 1 regular meeting
agenda. '
Backqround: In August of 1988 the city, on its own initiative, and
in conjunction with our review of the Cooper's Point land use
designation, petitioned.to change the land use category for a small
portion of the Clearwater Christian College property from open
space to public/semi-public on the countywide plan.
At that time, the upland parcels were zoned RS-4, and they were
low-density residential on the City's plan. We proposed to change
the zoning of the upland parcels to public/semi-public and the land
use designation to public/semi-public on the City's plan. This
required an amendment of the countywide plan designation from open
space to public/semi-public. The submerged parcels were
redesignated from recreation/open space to conservation on our
current plan. They are not the subject of the dispute.
Incidentally, we did not depict the upland parcels on the new
future land use map or the former map. They are too small to be
shown.
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officer to conduct a hearing and prepare findings of fact, which go
back to the County Commission to serve as the basis for a final
hearing. The County Commission has the authority to make the final
decision. A petition for the required administrative hearing was
'filed by the County in February of 1990, and a hearing was
scheduled for May of 1990, but the case has been continued while we
discussed settlement possibilities. The settlement discussions
included a proposal to exchange property, but the proposal was not
deemed acceptable.
In their petition for an administrative hearing, the County's
attorney alleged generally that the plan amendment we requested is
inconsistent with the goals, policies and objectives of the
countywide plan, and inconsistent with surrounding land uses, and
that the open space designation on the countywide plan effectively
recognizes private property rights.
Recommenda tion : We recommend that the City withdraw the plan
amendment application for several reasons:
1. We perceive little or no chance of success when the
matter is brought back to the County Commission after the heaIlng.
The transpript of the last hearing demonstrates that the opposition
was based upon the perception that the amendment might allow the
College to develop something on what is unusable land, yet the
College had not asked for the amendment and the commissioners saw
no need for it.
2. To proceed with the application will require the
expenditure of additional staff time, and the use of the City's
former planning director as our witness, taking her away from her
duties with the Hillsborough County planning department.
3. Our withdrawal of the application will not mean that the
City has no further interest in a proper land use category for the
property; this will be identified as one of the conflicts to be
worked out in achieving consistency with the countywide plan.
4. The College will be free to petition for a plan amendment
at any time. Initiative by the College may give the amendment a
better chance of success. According to the transcript of the
county commission hearing, the perception that our application was
initiated without notice to the College helped defeat the
application.
MAG: a
Copies:
Michael Wright, City Manager
James Polatty, Planning and Development Director
Scott Shuford, Planning Manager
James Bauman, Clearwater Christian College
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